Core Viewpoint - InnoLux (02577) has seen a significant stock increase, rising over 6% and currently trading at 71.15 HKD, with a transaction volume of 514 million HKD, following the announcement of its GaN power chips being integrated into Google's AI hardware platform and signing a compliance supply agreement, marking its entry into Google's AI server and data center supply chain [1][1][1] Group 1: Company Developments - InnoLux's GaN products are strategically positioned to meet core demands across multiple fields, particularly in AI and data centers, with the 100V GaN's 48V-12V applications entering mass production [1][1] - The company has collaborated with several leading robotics firms to achieve the world's first mass production of robotic joint motors and dexterous hand drive solutions utilizing GaN chips [1][1] - In the electric vehicle electronics sector, products used in laser radar and onboard chargers are experiencing rapid growth, while the consumer electronics segment is solidifying its advantages and expanding into home appliances and energy storage markets [1][1]

Group 1 - A-shares in the software sector experienced fluctuations, with notable gains in specific stocks such as Runze Technology up over 17%, Hand Information up over 5%, and Langxin Technology up over 4% [1] - The market saw active trading with the ChiNext Software ETF (159256) recording a transaction volume exceeding 49 million, ranking first among similar index products [1] - Google announced the integration of its robotics software subsidiary Intrinsic into its core business, aiming to accelerate the adoption of robotics technology in industrial manufacturing [1] Group 2 - The AI application landscape is expanding, with To B AI Agents being deployed across multiple industries and moving towards vertical specialization and edge deployment [2] - The software industry plays a crucial role in the AI industry chain, primarily in the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications [2] - Notable products in the software sector include the ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and AI ETF (515070) [2]

President Donald Trump is convening technology executives at the White House next week to sign pledges committing their companies to foot the electricity bill for energy-hungry data centers. Representatives of firms including Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Google parent Alphabet Inc. are expected to attend a March 4 event with the president, a White House official said. Others on the invite list include Elon Musk’s xAI Corp., Oracle Corp. and OpenAI Inc. While the promises wouldn’ ...

Hut 8 Corp (NASDAQ:HUT) reported a GAAP EPS of -$2.58 for Q4 2025, significantly below the estimated EPS of -$0.12. The company's revenue for Q4 2025 was $88.5 million, missing the Zacks Consensus Estimate by -9.24%. HUT's full-year 2025 revenue reached $235.1 million, with a significant contribution from its ASIC compute, AI cloud, and traditional cloud services.  Hut 8 Corp (NASDAQ:HUT) operates in the cryptocurrency mining and blockchain infrastructure sector, focusing on high-performance computing, incl ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 招商证券指出，AI应用逐步普及后，商业化有望持续加速。随着用户使用AI的频率和信任度逐步 增加，AI应用的商业化有望逐步加快，预期后期AI应用的广告业务、订阅付费、AI电商、AI视频、AI 游戏、AI AGENT都会逐步完善，从而形成整个AI发展的正循环。 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数从沪深市场中选取涉及动漫制作、 游戏开发及相关产业链的上市公司证券作为指数样本，以反映动漫游戏行业相关上市公司证券的整体表 现。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构 成投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产 ...

英伟达业绩的持续超预期，本质是全球AI算力建设浪潮的缩影，在此背景下，具备全球竞争力的光模 块、服务器等环节企业将同步受益于国内外双轮驱动。 资料显示，创业板人工智能指数光模块龙头含量高，前三大成份股为中际旭创（26.62%）、新易盛 （19.35%）、天孚通信（5.05%），从历史表现来看，创业板人工智能弹性更强，近一年来创业板人工 智能涨超106%，显著跑赢同类科创AI（49.21%）及CS人工智能（55.31%）。 从产业分布的维度来看，创业板人工智能指数覆盖AI硬件、AI应用、AI软件等人工智能全产业链， 2025年归母净利润增速有望达127.36%，显著高于创业板指，行业景气度上行。 风险提示：基金有风险，投资需谨慎。 英伟达炸裂业绩带动算力板块上攻，创业板人工智能ETF招商（159243）涨超1.2%，成份股润泽科技涨 超10%，天孚通信涨超6%，汉得信息涨超5%。 美东时间2月25日，英伟达2025年财年第四财季业绩公布，数据全面超预期，堪称对"AI泡沫论"的最强 回击。营收达681亿美元，创历史新高，同比大增73%，核心业务数据中心贡献超九成，单季收入同样 创新高，同比增75%。盈利强劲，非G ...

Devon Energy Corporation (NYSE:DVN) is included among the 14 Best Affordable Dividend Stocks to Buy According to Analysts. Scotiabank Lowers Devon Energy (DVN) Price Target, Sees Balanced Risk-Reward Outlook On February 23, Scotiabank analyst Paul Cheng lowered his price recommendation on Devon Energy Corporation (NYSE:DVN) to $41 from $45. The analyst reiterated a Sector Perform rating on the stock. He told investors that fourth-quarter results are expected to have a neutral impact on the stock in the n ...

OpenAI said Tuesday it has appointed Arvind KC as chief people officer, tapping the former Roblox Corp. executive to oversee hiring, orientation and employee development as the ChatGPT maker continues to expand. KC will report to Chief Strategy Officer Jason Kwon, according to an OpenAI spokesperson. The artificial intelligence startup is currently raising a funding round expected to bring in more than $100 billion, and has recently taken steps toward a public listing. KC’s hire follows turnover in the role ...

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]

方正证券研报认为，展望2026年，人工智能数据中心行业仍将保持高景气。一方面，国内外头部互联网厂商公布 的资本开支计划普遍显示较高增长预期；另一方面，海外头部电力设备厂商业绩表现亮眼，行业高成长性已在业 绩端有所体现。从产业链受益环节来看，直接为数据中心提供供电、配电设备的企业将率先获得订单增长；围绕 智能电网、储能系统、电力调度系统等领域的技术服务企业，也将随着电网智能化改造的深入而迎来发展机遇。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | | --- | --- | --- | --- | --- | --- | --- | | 688191 | 智洋创新 | 1 | 11.64 | 99.33亿 | 33.25 | 42.88 | | 300265 | 通光线缆 | | 10.81 | 87.25亿 | 39.25 | 18.66 | | 002350 | 北京科锐 | 1 | 10.02 | 60.74 Z | 37.59 | 11.20 | | 603618 | 杭电股份 | 1 | 9.97 | 115亿 | 106.58 | 16.65 | | 603530 ...