As AI and semiconductors become national priorities, markets are already positioning for how China's 15th Five-Year Plan will reshape its industrial landscapeImage Credit: Bamboo WorksNot every industry filled prioritized for development in China ultimately survives tensions between policy support and commercial reality. Some sectors gradually lose momentum due to weakening demand, rising costs, or flawed business models, eventually fading from both policy narratives and capital allocation priorities.With s ...

2026 年五大趋势与十大机遇 20260105 摘要 2026 年低利率环境持续，中美或将继续降息，企业和个人需调整负债 和资产策略，居民资产配置将从实物转向金融，利好大资管行业，推动 股票、债券及金融市场发展。 中国科技创新和产业升级在 2026 年加速，受益于新型举国体制和高质 量发展战略，中国将在多个领域取得突破，尤其是在第四次工业革命与 全球科技革命交汇点。 中国资产价值重估趋势在 2026 年强化，源于人民币升值、科技创新、 产业升级，以及高技术、高绿色含量取代低成本优势，人民币资产受全 球关注，资金回流明显。 黄金再货币化趋势在 2026 年显现，因美元超发、美债高企及美国主权 信用评级下调，各国央行对美元信任度降低，增持黄金作为储备，地缘 政治因素亦推动黄金地位上升。 白银兼具工业和贵金属属性，投资前景乐观。电力、电子、空天等产业 需求增加，储备需求增长，供给存在缺口，价格或上涨，战略性金属具 投资潜力。 Q&A 2026 年全球地缘政治格局有哪些重要变化？这些变化对全球经济和战略布局 有何影响？ 低利率时代在 2026 年的发展趋势如何？对中国经济有何具体影响？ 低利率时代在 2026 年将 ...

Core Insights - The article discusses the significant expansion of energy demand driven by AI and data center buildouts, highlighting OpenAI's $850 billion expansion, which is equivalent to the output of 17 nuclear plants [1] - The energy grid is under stress due to this increased demand, necessitating advancements in automation and electrification to manage energy distribution effectively [4][8] Industry Overview - There has been a notable increase in energy consumption in the U.S. since 2020, with expectations for continued growth over the next 10 to 15 years [3] - The demand for energy is not only increasing but also requires timely delivery, which emphasizes the need for automation in energy management [4] Company Strategy - ABB is heavily investing in the U.S., with a recent announcement of $110 million allocated for new capacity, indicating that the U.S. is the largest recipient of capital for the company [5] - The company employs a "local for local" strategy, producing about 80% of its sales in the U.S. domestically, which helps mitigate the impact of tariffs and trade barriers [6] Infrastructure Development - The construction of large-scale data centers, such as those in North Dakota and Norway, is being facilitated by available energy resources, despite challenges in transmission capacity [7][8] - A single gigawatt data center is comparable to the output of a nuclear power plant, highlighting the scale of energy infrastructure needed to support these developments [9]

Group 1: Company Overview - GE Vernova Inc. is a global energy company headquartered in Massachusetts, incorporated in 2024 as a spin-off of General Electric's energy businesses, focusing on electrification and decarbonization solutions [4] Group 2: Financial Performance - In the second quarter earnings results reported on July 23, 2025, GE Vernova achieved a revenue of $9.11 billion, marking an 11% increase compared to the same period last year [2] - The company's backlog increased by more than $5.2 billion sequentially during the same quarter [2] Group 3: Market Sentiment and Analyst Ratings - Jim Cramer endorsed GE Vernova as a stock pick, indicating a bullish market for electricity driven by the growth of data centers, which benefits the company [1][3] - Jefferies raised GE Vernova's price target from $658 to $668 while maintaining a Hold rating, suggesting a higher potential value for the stock [3] - There are 106 hedge funds invested in GE Vernova, indicating strong institutional confidence in the company [3] Group 4: Strategic Developments - On September 11, 2025, GE Vernova announced the acquisition of its Proficy manufacturing software business by TPG for $600 million, with plans to reinvest the proceeds into its core grid software business [2]

TABLE OF CONTENTS As filed with the U.S. Securities and Exchange Commission on May 1, 2025. Registration No. 333-286583 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EGH Acquisition Corp. (Exact name of registrant as specified in its charter) Cayman Islands 6770 98-1836055 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. ...

TABLE OF CONTENTS As filed with the U.S. Securities and Exchange Commission on April 16, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EGH Acquisition Corp. (Exact name of registrant as specified in its charter) Cayman Islands 6770 98-1836055 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identificatio ...