格隆汇2月26日｜有媒体援引消息人士称，丰田计划通过金融公司出售其价值约190亿美元的股份，以解 除交叉持股。 ...

格隆汇2月26日｜软件供应商C3.ai表示，作为新任首席执行官Stephen Ehikian领导下的重组工作的一部 分，该公司正在裁减26%的全球员工。截至2025年4月30日，该公司约有1181名全职员工。C3.ai预计本 季度将产生约1000万至1200万美元的重组费用，并计划到2027年底将非工资相关成本削减约30%。此 外，C3.ai预计第四季度营收在4800万至5200万美元之间，大幅低于市场预期的7747万美元。 ...

Core Viewpoint - The A-share market has seen a collective surge in power grid equipment stocks, driven by the increasing demand for AI and the recognition of electricity as a foundational element for technological advancement [1] Group 1: Market Performance - Zhiyang Innovation rose over 11.64%, with a total market value of 9.933 billion [2] - Tongguang Cable increased by 10.81%, reaching a market value of 8.725 billion [2] - Beijing Keri and Hangdian Co. both hit the daily limit, with market values of 6.074 billion and 11.5 billion respectively [2] - Shunma Electric grew by 7.10%, with a market value of 23 billion [2] - Sifang Co. increased by 5.92%, with a market value of 37.3 billion [2] - Other notable performers include Anke Rui, Wankong Zhizao, and Zhezhong Co., all showing gains above 4% [1][2] Group 2: Industry Outlook - The AI data center industry is expected to maintain high growth through 2026, supported by robust capital expenditure plans from leading internet companies [1] - Overseas power equipment manufacturers have shown strong performance, indicating high growth potential in the industry [1] - Companies providing power supply and distribution equipment for data centers are likely to see a surge in orders [1] - Technical service firms involved in smart grids, energy storage systems, and power dispatch systems will benefit from the ongoing smart grid transformation [1]

格隆汇2月26日｜今日电网、电力板块逆势上涨，电网设备ETF(159326)大涨2.55%，盘中获资金净申购 1.97亿份，预估净申购规模3.87亿元，近5日净流入额高达19.8亿元，绿电ETF(562550)、公用事业 ETF(159301)分别涨1.4%和0.7%。 ③高盛提出，AI时代资金正在涌向"重资产、低淘汰"（HALO）实体资产，比如电网、管道、公用事 业、交通基建及关键工业产能。 相关产品： 特高压权重高达66.28%+智能电网含量55%+可控核聚变含量14%"：电网设备ETF(159326)，权重股包括 国电南瑞（国内电网智能龙头）、特变电工（全球特高压设备核心供应商）、思源电气（电力设备研发 与制造）等。该ETF最新规模突破200亿，近20日净流入额高达47.59亿元。 电力转型全链条：绿电ETF(562550)，核心权重股：长江电力（国内最大水电运营商）、三峡能源（国 内最大的新能源运营商）。 MACD金叉信号形成，这些股涨势不错！ 消息面上： ①高盛最新报告上调2030年全球数据中心用电需求增幅，从175%上调到220%，AI投资增量正从算力外 溢至电力供应链，引发基础设施"可靠性超级周 ...

| | | | | 金属制品板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | . | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 000890 | 法尔胜 | 1 | 10.01 | 33.64亿 | 58.19 | | 2 | 300034 | 钢研高纳 | 1 | 8.09 | 189亿 | 21.40 | | 3 | 301232 | 飞沃科技 | 1 | 7.07 | 148亿 | 17.00 | | ব | 688059 | 华锐精密 | 1 | 6.96 | 123亿 | 57.45 | | 5 | 688308 | 欧科亿 | 1 | 4.95 | 110亿 | 118.49 | | 6 | 002760 | 凤卅般份 | 道 | 3.97 | 27.17亿 | 15.89 | | 7 | 688257 | 新锐股份 | | 3.88 | 151亿 | 74.15 | | 8 | 600114 | 东陸股份 | 通 | 3.62 | 224亿 | 16.10 | | ರಿ | 002487 ...

格隆汇2月26日｜继全球主要锂生产国之一津巴布韦暂停锂精矿出口后，锂价及相关股票价格飙升，引 发市场对电池原材料全球供应将趋紧的担忧。国内碳酸锂主力合约一度涨超11%，澳大利亚矿企的股价 也大幅上涨。津巴布韦自周三起暂停锂精矿出口，此举旨在促进国内加工并遏制非法出口。CRU集团 咨询师卡梅伦·休斯表示，锂价走高以及持续的非法出口，很可能是现在进行整顿的驱动因素。这类似 于刚果（金）此前对钴精矿出口的限制。 ...

格隆汇2月26日｜A股市场稀有金属股集体走强，其中，章源钨业、云南锗业涨停，中钨高新涨超8%，东方 钽业涨超6%，翔鹭钨业、融捷股份、天齐锂业、永兴材料涨超4%，厦门钨业、赣锋锂业、西藏矿业涨超 3%。 另外还值得注意的是，白宫拟利用美国防部开发的AI模型，为全球关键矿产贸易制定参考价格，将率先制 定锗、镓、锑、钨的参考价格。 | | | | | 稀有金属板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 002378 | 章源钨业 | 1 | 10.01 | 443 Z | 160.30 | | 2 | 002428 | 云南猪业 | 1 | 10.01 | 290亿 | 39.81 | | 3 | 000657 | 中钨高新 | 1 | 8.11 | 1449 Z | 129.52 | | ব | 000962 | 东方铝业 | 1 | 6.70 | 276亿 | 65.64 | | 5 | 002842 | 翔鹭铝业 | 1 | 4.75 | 129 ...

格隆汇2月26日｜美东时间周三盘后，在英伟达财报电话会上，公司CEO黄仁勋表示，公司仍在持续开 展股票回购和股息分红，并将在年内寻找合适的时机，把握独特的投资机会，推进相关资本运作。他还 指出，生态系统投资将始终是公司资本配置的核心环节，同时我们也会持续推进战略投资。 ...

格隆汇2月26日｜据The Information，亚马逊对OpenAI 500亿美元的投资可能取决于首次公开募股 （IPO）和通用人工智能（AGI）情况。 ...

Group 1 - The core point of the news is that Zimbabwe has announced an immediate suspension of all lithium ore and lithium concentrate exports, which has led to a significant increase in the stock prices of lithium-related companies in the A-share market [1][2]. - The suspension aims to strengthen mineral regulation and accountability, allowing only companies with valid mining rights and approved processing plants to export [1][2]. - Lithium carbonate futures surged nearly 12% to 187,700 yuan per ton following the announcement, indicating heightened market volatility and demand for lithium [1][2]. Group 2 - Zimbabwe's ban on lithium exports has been implemented much earlier than the previously planned full ban in 2027, causing disruptions in the global lithium supply chain [2]. - This action is expected to directly reduce global lithium production, exacerbating the shortage of concentrates and increasing price elasticity in the short term [2]. - As of January to December 2025, China imported approximately 7.751 million tons of lithium concentrate, a year-on-year increase of about 39.4%, primarily from Australia, Zimbabwe, and Nigeria [1].