2026-11-10

A股人形機器人概念盤中持續走高，宇樹科技漲超10%，總市值逼近3200億，此前光洋股份、豪能股份、億嘉和漲停，維宏股份、安培龍、漢威科技均漲超10%。

A股人形機器人概念盤中持續走高，宇樹科技漲超10%，總市值逼近3200億，此前光洋股份、豪能股份、億嘉和漲停，維宏股份、安培龍、漢威科技均漲超10%。

2026-11-10

AI數據中心建設激增，而新燃氣輪機供應不足，正推動開發商全球尋找二手、翻新燃氣輪機，甚至將退役飛機發動機改造成發電設備。伍德麥肯茲數據顯示，全球燃氣輪機訂單已超過100GW，而製造商年產能僅約60—70GW，美國新設備平均交付週期約6年，部分訂單交付時間已排至2030—2031年。價格方面，保養良好的二手設備約爲每兆瓦150萬—170萬美元，翻新設備約130萬美元，低於新設備的200萬—250萬美元。部分開發商甚至將多臺小型燃氣輪機組合部署。路透社援引Enverus觀點稱，二手市場只能部分緩解供應短缺，設備存量有限，電網接入和審批也仍是建設瓶頸。

AI數據中心建設激增，而新燃氣輪機供應不足，正推動開發商全球尋找二手、翻新燃氣輪機，甚至將退役飛機發動機改造成發電設備。伍德麥肯茲數據顯示，全球燃氣輪機訂單已超過100GW，而製造商年產能僅約60—70GW，美國新設備平均交付週期約6年，部分訂單交付時間已排至2030—2031年。價格方面，保養良好的二手設備約爲每兆瓦150萬—170萬美元，翻新設備約130萬美元，低於新設備的200萬—250萬美元。部分開發商甚至將多臺小型燃氣輪機組合部署。路透社援引Enverus觀點稱，二手市場只能部分緩解供應短缺，設備存量有限，電網接入和審批也仍是建設瓶頸。

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股創新藥板塊短線拉昇，盤龍藥業漲停，隴神戎發、新贛江、太龍藥業、桂林三金、三元基因等紛紛走高。

A股創新藥板塊短線拉昇，盤龍藥業漲停，隴神戎發、新贛江、太龍藥業、桂林三金、三元基因等紛紛走高。