2026-11-10

A股人形机器人概念盘中持续走高，宇树科技涨超10%，总市值逼近3200亿，此前光洋股份、豪能股份、亿嘉和涨停，维宏股份、安培龙、汉威科技均涨超10%。

A股人形机器人概念盘中持续走高，宇树科技涨超10%，总市值逼近3200亿，此前光洋股份、豪能股份、亿嘉和涨停，维宏股份、安培龙、汉威科技均涨超10%。

2026-11-10

AI数据中心建设激增，而新燃气轮机供应不足，正推动开发商全球寻找二手、翻新燃气轮机，甚至将退役飞机发动机改造成发电设备。伍德麦肯兹数据显示，全球燃气轮机订单已超过100GW，而制造商年产能仅约60—70GW，美国新设备平均交付周期约6年，部分订单交付时间已排至2030—2031年。价格方面，保养良好的二手设备约为每兆瓦150万—170万美元，翻新设备约130万美元，低于新设备的200万—250万美元。部分开发商甚至将多台小型燃气轮机组合部署。路透社援引Enverus观点称，二手市场只能部分缓解供应短缺，设备存量有限，电网接入和审批也仍是建设瓶颈。

AI数据中心建设激增，而新燃气轮机供应不足，正推动开发商全球寻找二手、翻新燃气轮机，甚至将退役飞机发动机改造成发电设备。伍德麦肯兹数据显示，全球燃气轮机订单已超过100GW，而制造商年产能仅约60—70GW，美国新设备平均交付周期约6年，部分订单交付时间已排至2030—2031年。价格方面，保养良好的二手设备约为每兆瓦150万—170万美元，翻新设备约130万美元，低于新设备的200万—250万美元。部分开发商甚至将多台小型燃气轮机组合部署。路透社援引Enverus观点称，二手市场只能部分缓解供应短缺，设备存量有限，电网接入和审批也仍是建设瓶颈。

2026-11-10

India held separate high-level talks with Russia and Ukraine on Monday as New Delhi seeks a more active role in efforts to end the war, ahead of a U.S.-brokered round of peace talks scheduled to begin Tuesday. Prime Minister Modi spoke with Ukrainian President Zelenskiy and offered India’s willingness to contribute to efforts to end the conflict, the government press office said. Foreign Minister Jaishankar spoke with Russian Foreign Minister Lavrov to discuss bilateral and global issues, the Ru

India held separate high-level talks with Russia and Ukraine on Monday as New Delhi seeks a more active role in efforts to end the war, ahead of a U.S.-brokered round of peace talks scheduled to begin Tuesday. Prime Minister Modi spoke with Ukrainian President Zelenskiy and offered India’s willingness to contribute to efforts to end the conflict, the government press office said. Foreign Minister Jaishankar spoke with Russian Foreign Minister Lavrov to discuss bilateral and global issues, the Russian foreign ministry said.

2026-11-10

Altimeter Capital Management, a major backer of OpenAI and ANTHROPIC, is seeking to raise just over $3bn for private-market funds, according to securities filings and people familiar with the matter. The firm plans a $2.5bn late-stage VC fund targeting late-stage, pre-IPO companies and is discussing a separate $800-900m fund aimed at a more diversified cohort of younger startups. Sources said Altimeter previously deployed into late-stage financings via a $1.6bn growth fund closed last year and a

Altimeter Capital Management, a major backer of OpenAI and ANTHROPIC, is seeking to raise just over $3bn for private-market funds, according to securities filings and people familiar with the matter. The firm plans a $2.5bn late-stage VC fund targeting late-stage, pre-IPO companies and is discussing a separate $800-900m fund aimed at a more diversified cohort of younger startups. Sources said Altimeter previously deployed into late-stage financings via a $1.6bn growth fund closed last year and a $1.5bn expansion fund, including investments in OpenAI and ANTHROPIC.

2026-11-10

China A-share innovative-drug sector spiked intraday; Panlong Pharmaceutical hit the daily trading limit, while Longshen Rongfa, Xin Ganjiang, Tailong Pharmaceutical, Guilin Sanjin and Sanyuan Gene advanced.

China A-share innovative-drug sector spiked intraday; Panlong Pharmaceutical hit the daily trading limit, while Longshen Rongfa, Xin Ganjiang, Tailong Pharmaceutical, Guilin Sanjin and Sanyuan Gene advanced.

2026-11-10

A股创新药板块短线拉升，盘龙药业涨停，陇神戎发、新赣江、太龙药业、桂林三金、三元基因等纷纷走高。

A股创新药板块短线拉升，盘龙药业涨停，陇神戎发、新赣江、太龙药业、桂林三金、三元基因等纷纷走高。