谈到人工智能呼啸而来的时代，季琦说出了自己的思考："在AI时代，希望让世界级的大师走进校园， 为同学们提供静下心来感悟人文精神的机会，跟我当年在学校一样有更多的收获。" 季琦一直关心母校上海交大的发展，曾多次返校参加相关活动，并与上海交大同学们分享创业的不平凡 的道路，称为拥有上海交大人的身份而感到荣幸。 捐赠1亿元在上海交大建立"全季人文发展基金"，是季琦对母校精神、时代命题的深情回应，践行了"饮 水思源，爱国荣校"的校训。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 2月26日，在上海交通大学建校130周年之际，华住集团创始人、交大校友季琦向母校捐资设立"全季人 文发展基金"，旨在搭建科技与人文的交融桥梁。校党委书记杨振斌、校长丁奎岭等校领导出席仪式， 共同签署捐赠协议，并向季琦致送捐赠证书与校董聘书。 据悉，该基金将重点支持学校人文领域的系列活动与项目，为百年校园厚植人文底蕴，给更多具备科技 硬核底色的交大学子注入温暖的人文情怀，在科技与人文的交融中获得全面成长。 季琦是上海交大工程力学系1989届校友，机械工程系1992届研究生校友，他在捐赠仪式上表示："在交 大求学的七年是我人生中 ...

近日，TERA-Award 智慧能源创新大赛宣布全球布局再升级，并与联合国贸易和发展（UNCTAD）及剑桥大学可持续领导力学院（CISL）达成合作。各 方将围绕前沿能源技术创新与气候解决方案落地，进一步整合国际资源，推动创新成果加速转化应用。此次合作标志着 TERA-Award 在构建全球创新协 作网络方面迈出关键一步，将为能源技术项目的国际化发展与规模化应用注入新动能。 TERA-Award 由李家杰博士于2021年发起，旨在以科技创新应对全球气候变化挑战。经过持续发展，赛事已成长为集高额奖金支持、应用场景对接、产业 协同与资本赋能于一体的国际化创新加速平台，面向全球征集具备气候问题解决能力的前沿能源技术与创新团队，推动科研成果加速转化与规模化落地。 当前，赛事已成为全球能源科技领域具有广泛影响力的专业赛事之一。此次加入 UNCTAD 与 CISL 作为战略合作机构，将进一步强化全球资源统筹能 力，加快智慧能源系统与低碳技术的创新突破与应用推广。 作为联合国在贸易、投资与可持续发展领域的重要机构，UNCTAD 将依托其全球政策研究优势与跨区域产业网络，为 TERA-Award 项目提供支持，推动 参赛项目更 ...

报告指出，过去一年，北海人工智能加快落地，低空经济前瞻布局，取得一系列成果。人工智能领域， 北海加快推动"人工智能+"赋能千行百业，天下秀"灵感岛"、新绎"嗯噢哇"等大模型成功部署应用；引 进人工智能项目14个，25个应用场景、2个产品、2个模型案例入选广西"人工智能+制造"产品、垂直领 域模型和典型案例名单。北海市还举办了"中国—东盟人工智能+文旅创新应用大赛"，与柬埔寨、越南 等国家签署多项合作备忘录，中国—东盟智慧文旅创新实验室等平台建成投用。 低空经济领域，北海抢抓发展机遇启动首批7个无人机起降点建设，开放物流运输、工业巡检、医疗救 护、应急救援等37个低空场景，北海银滩直升机场、涠洲岛民用直升机场完成民航备案登记，获批广西 首个"区市共建"低空飞行服务保障体系试点，建成广西首个市级低空飞行服务中心，低空经济发展基础 更加稳固。 中新网北海2月26日电(翟李强)广西北海市第十六届人民代表大会第九次会议26日开幕，北海市市长李 刚在会上作政府工作报告时表示，北海将坚持创新驱动发展，聚焦人工智能、低空经济等新赛道、新场 景，培育壮大新兴产业和未来产业；深化与东盟国家的技术合作与产业对接，推动更多创新项目和 ...

格隆汇2月26日｜据苏州新闻，立讯新一代人工智能终端项目开工仪式今日在苏州昆山举行。此次开工 的立讯新一代人工智能终端项目，位于昆山南淞湖人工智能产业园，主要生产AI服务器、人工智能 PC，达产后可实现年产值超千亿元。 ...

Core Insights - Nvidia has achieved record high performance in the AI era, with fiscal year 2026 revenue reaching $215.94 billion, a 65% year-over-year increase, and net profit of $120.07 billion, also up 65% [2] - CEO Jensen Huang expressed confidence in the exponential growth of computing power demand, stating that the tipping point for generative AI has arrived, with enterprises accelerating the deployment of intelligent systems [2] Group 1: Financial Performance - For Q4 of fiscal year 2026, Nvidia reported revenue of $68.13 billion, a 73% year-over-year increase and a 20% quarter-over-quarter increase; net profit was $42.96 billion, up 94% year-over-year and 35% quarter-over-quarter [5] - Gross margin for the quarter reached 75%, compared to 73% in the same period last year [5] - Despite missing significant revenue from the Chinese market, Nvidia's performance remained strong, with revenue growth driven by the release of Blackwell and Blackwell Ultra products [6] Group 2: Market Challenges - Nvidia's high-end chips have not yet generated revenue in the Chinese market, despite U.S. government approval for limited exports of the H200 product [3] - The absence of high-end chips in China represents a significant loss, as revenue from this market previously accounted for 20% of Nvidia's total revenue [3][4] - Local Chinese competitors have gained market share during Nvidia's absence, with recent IPOs indicating their growing strength [4] Group 3: Future Outlook - Nvidia anticipates revenue of approximately $78 billion for Q1 of fiscal year 2027, supported by the upcoming mass production of Rubin architecture chips [6] - The data center segment remains the largest revenue source, with Q4 revenue reaching $62.31 billion, a 75% year-over-year increase [6] - Concerns exist regarding the sustainability of growth from cloud computing giants, as their capital expenditures are projected to reach $700 billion in 2026, with potential cash flow pressures [7][8]

2025年3月5日，习近平总书记在参加他所在的十四届全国人大三次会议江苏代表团审议时指出："科技创新和产业创新，是发展 新质生产力的基本路径。""抓科技创新和产业创新融合，要搭建平台、健全体制机制，强化企业创新主体地位，让创新链和产业 链无缝对接。" 新华社北京2月26日电 题：创新催生新产业、新模式、新动能 新华社记者胡喆、温竞华、王悦阳 一年来，牢记习近平总书记的嘱托，全国各地实验室里的"创新种子"在产业沃土中生根结果，迸发出澎湃动能。从"中国天眼"的 宇宙探秘，到高性能碳纤维的创新跨越，再到"天穹"科学计算机的高能效表现……科技创新与产业创新深度融合，在神州大地铺 开新质生产力发展的生动画卷。 抢占基础研究"最先一公里" 贵州平塘，群山环抱之中，口径500米的"中国天眼"（FAST）如同一只"观天巨眼"，仰望星河。不久前，它向世界宣告了一项重 要成果——在研究宇宙中最神秘的快速射电暴现象上取得关键突破。 快速射电暴持续时间仅数毫秒，能在瞬间释放相当于太阳一整周辐射总和的能量，其起源一直是天文界最大的谜团之一。"中国 天眼"凭借敏锐的"视听力"，捕捉到了海量信号中的精微细节。 利用"中国天眼"的超高灵敏度 ...

Group 1 - Bank of America predicts gold prices may reach $6,000 per ounce within the next 12 months, while silver prices could exceed $100 per ounce again this year despite current demand concerns from solar panel manufacturers [1] - Citigroup analysts indicate that emerging markets are expected to be the most favored trading markets this year, with major asset management firms investing in emerging market stocks and bonds, betting on strong global economic growth and a weaker dollar [1] - ING suggests that investors looking to avoid volatility in the U.S. stock market due to AI developments may find European government bonds attractive, as they offer relatively stable yields amid rising U.S. market volatility [1] Group 2 - JPMorgan forecasts that the Bank of Thailand will maintain its policy interest rate at 1% until 2027 to preserve policy space amid rising uncertainties, with the Thai economy expected to accelerate further due to political stability post-election [2] - CITIC Securities reports that Zimbabwe's ban on lithium exports is likely to lead to a significant increase in lithium prices, as the country is projected to account for 12% of global lithium resource output by 2026 [3] - Huatai Securities notes that the U.S. designation of phosphate-based agricultural inputs as strategic resources could impact market prices, particularly if demand increases due to supply stability concerns [3] Group 3 - CITIC Securities believes that the non-ferrous metals bull market is far from over, suggesting that investors should hold positions but avoid blindly chasing prices, with opportunities arising during market corrections [4][5] - CICC reports that recent policy adjustments in Shanghai may help stabilize housing prices in key cities, as the supply-demand structure shows positive changes [5][6] - Galaxy Securities indicates that the real estate industry may see overall valuation recovery as housing demand is expected to be released, leading to a healthier market development [6][7]

智通财经APP讯，正力新能(03677)发布公告，该集团业绩上市当年即大幅盈利，显现差异化竞争实力。 预期于2025年取得净利润为约人民币6.8亿元至8.2亿元，较去年同期净利润0.91亿元增长约647.25%至 801.10%。 董事会认为报告期业绩变动的主要原因是：市场需求景气，带动公司电池产品销量与收入大幅增长，合 营企业投资收益稳步提升;公司通过人工智能驱动的闭环算法技术，提升产品优率和产能利用率，规模 效应逐渐显现;通过不断优化成本管控措施，毛利率进一步提高;及公司落实精细化费用管控，期间费用 率同比有较大的下降。 ...

原标题："中保"观察 | 从头部险企健康险理赔"结构"，看实际保障力度被低估 来源：中保新知 今年过年不送礼，送礼就要送健康。关于健康的祝福，已成为挂在每一个人嘴边的口头禅。马年春节前 后，健康保障、健康管理也已经成为宏观经济与民生领域的热点话题。 其一是北京市医保局、金融监管总局北京监管局等九部门于2月联合印发《北京市支持商业健康保险高 质量发展的若干措施》，从产品创新、数据共享到医保商保协同，全方位为商业健康险高质量发展保驾 护航；其二是马年央视春晚上，健康AI应用"蚂蚁阿福"的高调亮相，也在加速推动健康管理进入全民视 野。 在政策与科技的双轮驱动下，大众对健康的关注热情持续攀升。那么，作为重要的健康保障工具，商业 健康险的发展现状如何，行业理赔力度怎样？近期金融监管总局披露的保险业务数据，以及人身险公司 相继出炉的年度理赔报告，或是解读商业健康险发展、观测理赔服务的重要窗口。 01 业务增速放缓 最新数据显示，2025年商业健康险保费为9973亿元，同比增幅2.04%，距离业内期待的万亿保费规模仅 一步之遥。剖析商业健康险"万亿"大关期待落差的原因，有业内人士直言，这背后主要受人身险公司健 康险业务小幅 ...

Group 1 - Mingyang Circuit focuses on the R&D, production, and sales of printed circuit boards (PCBs), covering high multilayer boards, HDI boards, and rigid-flex boards, widely used in industrial control, communication equipment, and automotive electronics. The demand for high-reliability, high-density PCBs is continuously growing due to industrial automation upgrades, 5G communication network construction, and the increasing penetration of new energy vehicles [1][32] - Weirgao specializes in the R&D, production, and sales of electronic-grade special epoxy resins and related composite materials, which are key raw materials for PCBs. The demand for high-frequency, high-temperature, and low-loss materials is increasing in 5G communication, data centers, and new energy vehicles, leading to an expanding market space for specialty epoxy resins [2][33] - Qiangda Circuit focuses on the R&D, production, and sales of high-density interconnect printed circuit boards (HDI), widely used in consumer electronics such as smartphones and tablets. The market demand for high-end products like high multilayer HDI and AnyLayer HDI is continuously growing due to the recovery of the consumer electronics market and the upgrade of smart terminal functions [3][34] Group 2 - Benchuan Intelligent specializes in the R&D, production, and sales of PCBs, with core products including communication boards, automotive boards, and industrial control boards. The market demand for high-reliability, high-frequency PCBs is expanding due to the construction of 5G base stations and the upgrade of new energy vehicle systems [4][35] - Kexiang Co., Ltd. focuses on the R&D, production, and sales of HDI and high multilayer boards, covering various fields including consumer electronics and automotive electronics. The demand for high-end PCBs is continuously growing due to the functional upgrades of consumer electronics and the increasing demand for automotive electronic systems [5][36] - Jinlu Electronics specializes in the R&D, production, and sales of PCBs, with core products including automotive electronic boards and communication boards. The demand for high-reliability, high-integration PCBs is continuously growing due to the increasing penetration of new energy vehicles and the deep coverage of 5G networks [6][37] Group 3 - Shengyi Technology is a leading global supplier of copper-clad laminates (CCL) and related electronic materials, with products widely used in PCBs and electronic packaging. The demand for high-end copper-clad laminates is continuously expanding due to the increasing demand for high-frequency, high-temperature materials in 5G communication and data centers [7][38] - Xiehe Electronics focuses on the R&D, production, and sales of PCBs, including high-frequency and high-speed boards. The market demand for high-end products is continuously growing due to the advancement of 5G networks and the expansion of new energy vehicle systems [8][39] - Shiyun Circuit specializes in the R&D, production, and sales of PCBs, covering automotive electronics, consumer electronics, and industrial control. The demand for high-reliability, high-integration automotive PCBs is continuously growing due to the increasing complexity of in-vehicle electronic systems [9][40]