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LanlanCC

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    • LanlanCCLanlanCC
      ·09:24
      electricity , hit concept

      【🎁有獎話題】北美鬧電荒，反創新機遇？港美股邊些公司有望受益？

      @虎港通：
      小虎們，白宮在3月4日召集全球AI科技巨頭簽署了費率支付者保護承諾，強制要求企業自建電廠，自購綠電！[Cool] 而這背後昭示著隨著人工大模型的不斷極速迭代，算力競賽已經演變成電力競賽，而相關的電力股可能將迎來歷史性的機會！[666] 事實上包括北美電力龍頭 $Bloom Energy Corp(BE)$ 股價已翻倍， $新紀元能源(NEE)$ 升逾18%；港股方面 $哈爾濱電氣(01133)$ 與 $東方電氣(01072)$ 升逾60%![Call] 那麼在如此新機遇之下，港美股還會有哪些公司有望受益，我們應該如何抓住機會上車呢？[YoYo] 港美股今日轉升 一、為什麼AI巨頭必須「自帶電源」？ 算力競賽=電力競賽 東吳證券最新研報指出，AI算力爆發導致美國電力供應缺口顯著擴大。預測2030年美國累計AI算力將達153GW，對應全社會用電尖峯負荷升至963GW，未來5年年均需新增發電裝機100GW。而2026-2030年美國已備案新增裝機累計不足200GW，年均僅50GW，僅達需求的50%。 疊加美國三大電網互聯性差、停電時間長，以及火電持續退役，電力供應的剛性缺口已成為行業發展的核心矛盾。 科技大佬們早已預警 馬斯克、黃仁勛、OpenAI CEO Sam Altman等科技大佬都曾對電力緊缺表達過擔憂。在電網「掉鏈子」的背景下，「自帶發電」（BYOG -- Bring Your Own Generation）成為AI巨頭的必然選擇。
      【🎁有獎話題】北美鬧電荒，反創新機遇？港美股邊些公司有望受益？
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    • LanlanCCLanlanCC
      ·09:20
      small agricultural

      衝擊“盆栽蔬菜第一股”，富景中國在港招股，山東省最大的盆栽蔬菜農產品生產商

      @独角兽早知道：
      圖片 富景中國控股(02497.HK)發佈公告，公司擬發售股份1億股，其中配售股份股份9000萬股，公開發售股份1000萬股，另有15%超額配股權；2024年3月20日至3月25日招股，預期定價日爲3月26日；發售價將爲每股發售股份1.08-1.28港元，Grande capital limited爲獨家保薦人；預期股份將於2024年3月28日於聯交所主板掛牌上市。 $富景中國控股(02497)$ 綜合 | 公司公告 招股書 編輯 | Echo 本文僅爲信息交流之用，不構成任何交易建議 圖片 富景中國是山東省最大的盆栽蔬菜農產品生產商，於2022年按銷售收益計于山東省的市場份額爲14.8%。於2022年，集團的銷售收益爲人民幣1.267億元，**國盆栽蔬菜生產商的總銷售收益約3.1%，及少於中國蔬菜生產商的總銷售收益的0.01%。 於2022年，山東省是中國最大的盆栽蔬菜生產省份，**國盆栽蔬菜農產品總銷量及總銷售收益分別約20.3%及19.0%。 公司於2012年開始於山東省青島萊西經營盆栽蔬菜農產品種植及銷售業務；公司是山東省盆栽蔬菜生產商的先行者之一，於2016年開始大規模生產盆栽蔬菜農產品，年產能超過一百萬盆。於往績記錄期間，公司主要在山東省銷售公司的產品。隨着業務機會增加，公司於2019年將地域覆蓋範圍擴大至陝西省西安市及遼寧省大連市。 中國的蔬菜農產品市場及盆栽蔬菜農產品市場均高度分散，分別有約100萬到200萬家蔬菜生產商及數千家盆栽蔬菜生產商。盆栽蔬菜農產品就整個蔬菜市場而言僅爲一個細微分支，而盆栽蔬菜農產品則主要以傳統蔬菜露地栽培的方式種植。2022年，盆栽蔬菜農產品的總銷售收益**國蔬菜農產品總銷售收益的比重低於0.1%。 於往績記錄期間，富景中國的產
      衝擊“盆栽蔬菜第一股”，富景中國在港招股，山東省最大的盆栽蔬菜農產品生產商
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    • LanlanCCLanlanCC
      ·03-05 06:03
      Centurium Capital Partners (the controlling shareholder behind Luckin Coffee, often referred to as "Da Yan Capital" or similar in some translations) is in advanced talks to acquire Nestlé's Blue Bottle Coffee retail operations (the global stores and related cafe business).Key details from the latest updates:This is not yet a finalized or signed deal—negotiations are described as being in the final stages ("putting the final touches on a deal"), but no agreement is guaranteed, and it could still fall through.
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    • LanlanCCLanlanCC
      ·03-04 19:25
      Exit?

      There are three reasons why oil prices are still rising after Trump tries to ease concerns

      周三早盘，国际原油基准价格再次上涨。此前在周二，美国总统特朗普表示可能会开始保障通过霍尔木兹海峡的海上贸易安全，油价一度回吐部分涨幅。他表示，如有必要，美国海军可能开始为油轮护航，通过关键的霍尔木兹海峡，以确保“能源自由流向全球”。油价在周三可能再度上涨的原因之一，是伊朗在冲突进入第五天之际，加大了对美国军事基地和大使馆的袭击力度。
      There are three reasons why oil prices are still rising after Trump tries to ease concerns
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    • LanlanCCLanlanCC
      ·03-04 14:18
      In the face of rising oil prices, currencies of energy-exporting countries such as the Norwegian kroner (NOK) showed a very high positive correlation; while energy-importing countries such as the yen (JPY) and the euro (EUR) showed a very strong negative correlation. It reflects the double impact of rising import costs in Asia and Europe, which faced by rising oil prices. The weakness of the yen and the plunge of South Korea's heavyweight weight-weight stocks (Samsung, SK Hynix) were the relentless sell-off of global macro funds based on this "Energy-Exchange Beta."
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    • LanlanCCLanlanCC
      ·03-02
      $天津建發(02515)$ yoh
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    • LanlanCCLanlanCC
      ·03-01
      Trump accused Anthropic of coercing the Department of Defense on social media, Violation of the US Constitution; Anthropic has not responded yet. The company had previously refused to let the Pentagon use Claude for public surveillance or fully automated weapons operations. This move will shake Silicon Valley, where Anthropic's 38 billion dollars valuation, 200 million dollars in partnership with the military, and once the only AI system that could run in the Pentagon's confidential cloud, the ban has had a huge impact on it. This certainly triggered a Silicon Valley backlash, with Amazon, Microsoft employees calling on companies to reject the Pentagon's request for unrestricted use of AI, and OpenAI CEO also opposed and negotiated restrictions, hoping to ease the situation. Anthropic CEO
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    • LanlanCCLanlanCC
      ·03-01
      The current president is Trump. His logic is to apply extreme pressure, not to play cards according to the rules, not to go through Congress, not to the United Nations Is there anything else impossible ?
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    • LanlanCCLanlanCC
      ·03-01
      Block just announced more than 4,000 layoffs, almost half of its staff, and its founders directly said AI has improved productivity. The reduction of the purchase of software authorization by businesses is a direct blow to the traditional SaaS model.
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    • LanlanCCLanlanCC
      ·02-27
      Hong Kong stocks are in the dumps, and have been there for some time. This was not always the case. I know, I was there. MB
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