Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

据央视新闻，当地时间1月9日，美国最高法院表示， 当天不会就特朗普政府关税案作出裁决。 特朗普政府2025年上台后援引美国《国际紧急经济权力法》， 以不经过国会批准、直接颁布行政令的方式出台一系列加征关税措施。美国联邦最高法院此前宣布，将在本月9日就关税政策合法性作出裁决。 美国最高法院完成周五披露意见的工作，但并没有公布对特朗普关税的判决结果。 此前曾有猜测认为裁决可能会在周五公布，但目前并不会作出决定，具体何 时发布最终裁决仍不清楚。 美国最高法院表示，下周三1月14日将是其下一次公布裁决的日子。 美国最高法院从不提前说明哪些裁决已经准备好发布 ，只表示在法官于华盛顿时间上午10点就座时，凡是已经完成庭审辩论的案件，都有可能当场公布裁决。 由于周五当天未公布关税相关裁决，而最高法院仅就一起刑事案件作出了一项判决， 周五与关税高度相关的股票迅速下跌。 美国最高法院周五并未就美国总统特朗普实施的关税问题作出裁决，这令特朗普的标志性经济政策前景悬而未决。市场仍在等待这一决定，因为该裁决不仅将 对贸易政策产生深远影响，也可能波及美国的财政状况。 一旦裁决出台，将涉及两个核心问题：第一，美国政府是否可以依据《国际紧 ...

证券代码：301468 证券简称：博盈特焊 编号：2026-005 广东博盈特焊技术股份有限公司投资者关系活动记录表 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | ☑ | 线上调研 | | 参与单位名称及 | 德邦基金 | | 人员姓名 | 舜沂投资 | | 时间 2026 | 年 月 日 1 9 | | 地点 | 腾讯会议 | | 上市公司接待人 | 刘一宁 1、董事、副总经理、董事会秘书 | | 员姓名 | 2、投资者关系管理专员 谭静怡 一、董事会秘书刘一宁先生简单介绍公司情况 | | | 公司业务呈现出四个向好的态势：一是海外市场拓展成效显 著，二是 业务增长迅速，三是油气复合管业务蓄势待发， HRSG | | | 四是公司为投资者创造长期价值的信心十足。 | | | 公司原来主营的垃圾焚烧领域，海外市场需求广泛，下游转 | | | 型升级、发展中国家的政策推动促使渗透率提升；燃煤发电行业 | | | 示范效应开始显现，存在广阔的发展空间；化工 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Group 1 - The article discusses the unexpected admission by the Trump administration of a significant failure in its trade policy towards China, highlighting that the U.S. underestimated China's response to tariffs [2][20] - The initial strategy involved imposing a 54% tariff on Chinese goods, with expectations that China would seek negotiations, but the response was a direct counterattack with substantial tariffs from China [8][11] - The U.S. faced rising inflation and increased costs for consumers and businesses, with a reported inflation rate of 2.3% by April 2025, significantly impacting American households [17][19] Group 2 - The article outlines three key strategies that China employed to counter U.S. tariffs: diversifying trade partnerships, advancing technology independence, and controlling rare earth resources [24][26][28] - China's trade with Africa and ASEAN increased significantly, demonstrating its ability to pivot away from reliance on the U.S. market [24] - The article emphasizes that China's advancements in chip manufacturing and rare earth processing have positioned it as a critical player in global supply chains, undermining U.S. efforts to isolate it [26][28] Group 3 - The U.S. has seen a decline in manufacturing jobs, dropping from 12.98 million to 12.8 million, attributed to increased costs and supply chain disruptions caused by tariffs [20] - The article notes that the geopolitical landscape has shifted, with allies reluctant to support U.S. tariffs against China, indicating a loss of U.S. influence [34] - The narrative concludes that the era of U.S. dominance in dictating global trade terms is over, as evidenced by the changing dynamics in the U.S.-China relationship [35][39]

笔记财经晨会 . 有观点的财经晨会 点击上方 蓝字"笔记财经晨会" 关注我们 亲爱的笔友们，今天可是 2025 年最后一天啦！提前祝大家元旦快乐，新年行大运！感谢各位一整年的陪伴和支持，咱们揣着今年的收获，带着对明年的期待，一起 蹦进 2026 ～ 【20251231笔记晨会】 以下文章来源于笔记财经晨会 ，作者笔记小助手 一、权益市场：人形机器人成"顶流"，市场分化震荡还在继续 1. 人形机器人赛道： （1）核心传言：两个大信号把赛道炒热了 政策端： 特朗普政府正琢磨着2026年搞个机器人专项行政命令，专门扶持人形机器人产业。 现在政策框架已经在讨论了，大概率是"组合拳"出击，力度 不会小。 产业端： 特斯拉的Optimus（擎朗）要开始对外发包了，眼瞅着就到日子了。最近国内外的核心供应商都组团往北美跑，跟特斯拉团队对接 ——确认技 术、规划产能、谈订单，这可是项目从"实验室里的花架子"变成"批量生产的真家伙"最明确的信号！ （2）政策逻辑：美国"制造业回流"，没人可用只能靠机器人 核心痛点：美国制造业现在难到家了——一方面工人工资贼高（工厂平均时薪快38美元了），另一方面还招不到人（缺工超80万）。 光靠 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and poised to capitalize on the onshoring trend due to tariffs [5][6] - It possesses significant nuclear energy infrastructure assets, making it a central player in the future of clean and reliable power in the U.S. [7] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is approximately one-third of its market capitalization, providing it with a strong financial foundation [8][10] - It is trading at a low valuation of less than 7 times earnings, indicating potential for significant upside as it is linked to both AI and energy sectors [10][11] Market Trends - The article discusses the broader trends of AI disruption across industries, emphasizing that companies embracing AI will thrive while those resistant to change may struggle [11][12] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in this field [12][13] Future Outlook - The article suggests that the future is heavily reliant on AI, and the time to invest is immediate, with potential returns exceeding 100% within 12 to 24 months [13][15] - The combination of AI infrastructure needs, energy demands, and the onshoring boom presents a unique investment landscape that the company is well-positioned to navigate [14]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

美国自身的铜消耗量其实非常有限。按照正常的商业逻辑，库存维持在一个合理的周转水平就够了。但 今年的数据显示，美国囤积的铜库存量竟然占到了全球的近半数。这不是正常的做生意，这完全是一种 战略层面的恐慌性备货。欧洲那边也不遑多让，正忙着满世界抢购铝材。 编辑：[微风] 这背后到底发生了什么？这就要说到最近另一个让人瞩目的信号：2025年12月25日离岸人民币兑美元升 破7.0关口。 最近在国际金融和大宗商品市场上，发生了一件极其诡异甚至有些"反常识"的事情。如果你细心观察过 伦敦金属交易所或者纽约商品交易所的数据，会发现美国这边的铜库存出现了一种恐慌性的囤积现象。 很多人看新闻，第一反应是高兴，觉得这是国力的体现。也有人担心，觉得这会让出口生意变得难做。 但如果我们将美国囤铜的怪象与人民币升值这两件事放在一起来看，就会发现这根本不是简单的市场供 需波动，而是一场惊心动魄的全球定价权争夺战。 这也是为什么说，千万别用过去那种"汇率跌了利于出口、涨了利于进口"的教科书思维来理解当下的局 势。我们正在经历的，是一场精心布局的顶级阳谋。 过去几十年，全球化的分工其实特别简单粗暴。西方国家，特别是美国，占据了金字塔顶端。他 ...