周一油价大幅上涨。此前一天，美国总统唐纳德·特朗普表示伊朗对美国提议的回应“不可接受”，由于霍尔木兹海峡基本仍处于关闭状态，市场供应紧张，引发供应担忧。 截至格林尼治标准时间06：14，布伦特原油期货上涨4.04美元，涨幅3.99%，报每桶105.33美元。美国西德克萨斯中质原油期货报每桶99.85美元，上涨4.43美元，涨幅4.64%。 上周，由于市场预期这场已持续十周的冲突即将结束，从而允许石油通过霍尔木兹海峡 transit，两大原油合约均录得6%的周跌幅。 Phillip Nova高级市场分析师Priyanka Sachdeva表示：“石油市场目前仍像一台地缘政治头条新闻机器，价格根据华盛顿和德黑兰发出的每一条评论、每一次拒绝或每一个警告而剧烈波动。” 沙特阿美首席执行官阿明·纳赛尔周日表示，过去两个月全球已损失约10亿桶石油，即使石油流动恢复，能源市场也需要时间才能稳定下来。 Kpler的航运数据显示，上周又有三艘载有原油的油轮在关闭跟踪器的情况下驶出霍尔木兹海峡，以避免伊朗的袭击，这凸显了为维持中东石油出口而出现的一个日益增长的趋势。 澳新银行分析师在周一的一份报告中写道：“即使到2026年底，严重的石油冲击有所消退，但霍尔木兹海峡再次中断的持续风险、库存枯竭以及政策协调减弱，预计仍将导致价格中 embedded 地缘政治风险溢价。” 澳新银行分析师预计，随着需求增长恢复和库存逐步重建，布伦特原油在2026年全年将保持在每桶90美元以上，进入2027年将维持在每桶80至85美元左右。 责任编辑：张俊 SF065

The iShares Russell 2000 ETF (NYSEMKT:IWM) provides broad exposure to small-capitalization U.S. equities, whereas the State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) tracks the performance of the largest companies in the domestic market. Investors often use IWM and SPY to balance market-cap exposure in their portfolios. While SPY serves as the primary benchmark for U.S. large-cap performance, IWM targets small-cap companies that may offer different growth trajectories and economic sensitivities. This match-up examines how these two domestic heavyweights compare on risk, return, and internal composition. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading

hapabapa/iStock Editorial via Getty Images On April 29th , AbbVie ( ABBV ) reported impressive earnings that beat Wall Street estimates as Q1 2026 revenues reached $15 billion (+12.4% YoY). The firm's immunology blockbuster Skyrizi powered headline numbers, reaching $4.48 billion in Q1 sales (+30.9% YoY), enabling management to raise 2026 EPS guidance to a mid-point of $14.18. Despite these robust results, the anxiety among Wall Street analysts was palpable on the earnings call . For example, JPMorgan's Christ Schott spoke to developments in the immunology and inflammation landscape, specifically the recent approval of the oral competitor Icotyde, stating: "The Street is increasingly concerned about what this means relative to your portfolio." Other analysts questioned management's long-term view that Skyrizi has peak sales upside relative to the 2031 $33 billion sell-side forecast. In my view, it is a common trap for investors to aggressively discount explosive growth at scale. For example, last year critics claimed that Nvidia ( NVDA ) was "too big to grow," while in 2012 pundits thought Apple's ( AAPL ) iPhone sales would soon hit a ceiling due to "the law of large numbers." Frequently investors presented with 'blue sky' upside choose to aggressively discount it, coming up with myriad reasons why growth must hit a ceiling long before it actually does. The skepticism surrounding AbbVie's Skyrizi appears unfounded for three primary reasons: The efficacy gap remains wide: The primary source of anxiety is the roll-out of new oral therapies, specifically the JNJ/Protagonist drug Icotyde. This bear thesis posits that the convenience of an oral pill will erode Skyrizi's market share. However, Skyrizi remains the undisputed best-in-class biologic. CCO Jeff Stewart noted on the call that efficacy comparisons are "quite a bit lower." The Expanding Market: Skeptics assume that the immunology market is a 'zero-sum game.' Stewart also pointed out that oral drugs like Otezla a...

Watch: Fetterman Blasts Democrats For Running On 'F*ck Trump'; Calls Socialism Moronic Authored by Steve Watson via Modernity.news, Pennsylvania Democrat Sen. John Fetterman has reiterated that he is done with the insanity gripping his party. In a series of raw appearances on Bill Maher’s show and a new Washington Post op-ed, Fetterman is torching the reflexive anti-Trump obsession, the normalization of radical left ideas once dismissed as smears, and the sloppy 24-hour news cycle that turns opinions into “news.” Fetterman made clear he refuses to play along with the extremes. “My colleagues and people that are running, whether for the Senate where the House, they are literally running on f*ck Trump,” he said. “I mean, that’s literally—they have campaign commercials with that. It’s absurd,” he noted, adding “And we are getting to that point and I refuse to engage in that extreme, those terms. And we have to find a better way forward.” Sen. John Fetterman (D-PA): “My colleagues and people that are running, whether for the Senate where the House, they are literally running on f*ck Trump.” “I mean, that's literally—they have campaign commercials with that. It's absurd.” “And we are getting to that point and I… pic.twitter.com/A0MselRgIS — RedWave Press (@RedWavePress) May 9, 2026 Fetterman repeated the sentiments in an op-ed in The Washington Post, titled “I Haven’t Changed. Here’s What Has,” writing “My party cannot simply be the opposite of whatever President Donald Trump says.” He stresses, “Working across the aisle is the only way forward” and calls “pointless pile-ons and attacks” unproductive. Fetterman highlights once-mainstream Democratic positions on border security, support for Israel, and avoiding government shutdowns that have now become “toxic” to the party’s fringe base. He declares, “Someone who comes here illegally and commits a violent crime should be deported. Full stop.” "It doesn’t matter if my colleague is in my party or across the aisle," Sen. @Jo...

Bulgac/iStock Unreleased via Getty Images Intel ( INTC ) has gone from $18 to $125 in fourteen months. That's a 590% move on a company that posted negative GAAP earnings last quarter, is burning $2.4 billion per quarter in its foundry segment, and whose consensus analyst target sits 42% below the current price. The stock has an open area gap at $84.59 as part of the post-earnings surge on April 28, and my backtests on INTC show a 92% fill rate on up area gaps with a median fill time of four days. I'm buying puts. The Gap INTC gapped up from roughly $67 to $82 on April 24 after reporting Q1 earnings that crushed estimates: $0.29 EPS versus $0.01 consensus and a revenue of $13.58 billion versus estimates of $12.42 billion. The stock has continued to rip higher after this breakaway gap, hitting $125 today (May 9). But the move up was not without an area gap. Now, that gap sits at $84.59. My backtest on INTC up area gaps (white-white pattern, 2009-2026) shows 112 fills out of 122 total gaps, a 92% fill rate. The median fill time is four trading days. For clarification's sake, let me make a distinction between the two gaps. The earnings gap from $67 to $82 is a breakaway gap, driven by a fundamental re-rating of the company. Breakaway gaps don't fill reliably because they reflect a genuine shift in what the market thinks the stock is worth. In contrast, the area gap at $84.59, formed during the momentum-driven run that followed, is the product of enthusiasm, not re-pricing. It's a temporary overreaction that fills. The seasonal data adds to my conviction. INTC in early May has a bearish seasonal tendency: down in 10 of the last 17 years during this window, with a seasonal expected value of -0.36%. It's not an overwhelming number, but it is aligned with the gap-fill direction, which is something I like to see before opening a short trade on an area gap. The Valuation We rarely want to trade a gap when the fundamentals of the stock point in the other direction. Fortunately...

Bulgac/iStock Unreleased via Getty Images Intel ( INTC ) has gone from $18 to $125 in fourteen months. That's a 590% move on a company that posted negative GAAP earnings last quarter, is burning $2.4 billion per quarter in its foundry segment, and whose consensus analyst target sits 42% below the current price. The stock has an open area gap at $84.59 as part of the post-earnings surge on April 28, and my backtests on INTC show a 92% fill rate on up area gaps with a median fill time of four days. I'm buying puts. The Gap INTC gapped up from roughly $67 to $82 on April 24 after reporting Q1 earnings that crushed estimates: $0.29 EPS versus $0.01 consensus and a revenue of $13.58 billion versus estimates of $12.42 billion. The stock has continued to rip higher after this breakaway gap, hitting $125 today (May 9). But the move up was not without an area gap. Now, that gap sits at $84.59. My backtest on INTC up area gaps (white-white pattern, 2009-2026) shows 112 fills out of 122 total gaps, a 92% fill rate. The median fill time is four trading days. For clarification's sake, let me make a distinction between the two gaps. The earnings gap from $67 to $82 is a breakaway gap, driven by a fundamental re-rating of the company. Breakaway gaps don't fill reliably because they reflect a genuine shift in what the market thinks the stock is worth. In contrast, the area gap at $84.59, formed during the momentum-driven run that followed, is the product of enthusiasm, not re-pricing. It's a temporary overreaction that fills. The seasonal data adds to my conviction. INTC in early May has a bearish seasonal tendency: down in 10 of the last 17 years during this window, with a seasonal expected value of -0.36%. It's not an overwhelming number, but it is aligned with the gap-fill direction, which is something I like to see before opening a short trade on an area gap. The Valuation We rarely want to trade a gap when the fundamentals of the stock point in the other direction. Fortunately...

The company continues raising capital to support AI infrastructure growth.

格隆汇5月11日｜瑞银将戴尔股票评级从“买入”下调至“中性”，但目标股价从167美元上调至243美元。

(RTTNews) - The Canadian stock market is likely to open with a negative bias on Monday, weighed down by Middle East concerns due to failed peace talks.

重磅！中芯國際406億重組獲通過！天花板徹底打開了- SL886 日誌 SL886 財經網

重磅！中芯國際406億重組獲通過！天花板徹底打開了 SL886 財經網

自2月份的船队状况报告发布以来，Seadrill已获得超过8.6亿美元的新合同 backlog，主要得益于在巴西、美国湾和安哥拉的海上钻井授标及合同延期，使其总合同 backlog增至约31亿美元。 这家海上钻井承包商表示，近期获得的合同包括巴西国油将West Polaris钻井船的合同延长三年，自2028年1月起生效，为backlog增加了约4.8亿美元。 在美国湾，West Neptune获得了Harbour Energy子公司LLOG的365天合同延期，自2026年10月起生效；而West Vela赢得了一个270天的作业项目，预计于2026年9月开始。这些合同共计为backlog增加了约2.6亿美元。 Seadrill还表示，Sonangol Quenguela获得了 道达尔 能源在安哥拉海域的合同延期，预计增加约480天，将该钻机的服务承诺延长至2028年7月。 West Carina目前在巴西的合同也已延长至2026年6月。 该公司公布第一季度调整后EBITDA为9700万美元，净亏损700万美元。 Seadrill将2026年全年收入指引从此前的14.0亿至14.5亿美元上调至14.3亿至14.8亿美元。同时将调整后EBITDA指引从3.5亿至4.0亿美元上调至3.7亿至4.2亿美元。 Seadrill总裁兼首席执行官Samir Ali表示：“Seadrill在财务和运营上均交出了稳健的季度成绩，包括两个重大项目提前且在预算内完成。这些成就，加上近期的商业成功，提高了2026年下半年及2027年实现更高收益和自由现金流的可见性。” “多个地区的多个客户对深水钻机的需求正在增加，随着全球对能源安全的关注再度加强，我们看到进入2027年的有利因素正在增长，将推动日费率的积极势头。” 责任编辑：张俊 SF065

Source: Bloomberg, 0:00

FabrikaCr/iStock via Getty Images Introduction So far this year we have seen record highs in the gold price, record highs in the copper price, and record Q1 earnings for Hudbay Minerals ( HBM ). Despite this, the share price has remained flat since my previous article in January. My main argument then was that Hudbay would continue to capitalize on its existing long-life, low-cost assets spread across Canada and Peru while progressing its development projects in the USA, a tier-one mining jurisdiction. Since then, they have doubled down on the U.S., announcing the acquisition of Arizona Sonoran in a ~$1.5 billion all-stock deal. This is a large deal for a ~$10 billion market cap company, resulting in significant dilution, but it creates one of the largest North American copper districts and supplements existing assets in the region. The question is whether it is an accretive deal to Hudbay? In this article, we'll dig into Hudbay Minerals' recent results, cover the Arizona Sonoran acquisition, and explain why I believe the shares appear to remain good value. Let's dive in. Q1 Earnings In their latest earnings , Hudbay reported production of 27,900 kt of copper (-10% y/y) and 61,700 ounces of gold (-16% y/y). While the Pampacancha ore deposit in Peru was depleted in December 2025, this was more than offset by the Constancia deposit, whose tonnes mined in Peru actually rose 24% to 10.8 million tonnes with stable grades (Cu: 0.29%, Au: 0.03 g/t, Ag: 3.11 g/t). Although there were falls in copper and silver recovery rates, and actual ore milled only rose slightly (+0.6%), copper production came in at 20,573 tonnes (+1.4% y/y), gold at 8,770 oz (+11% y/y), and silver at 531,199 oz (-4.2% y/y). The Snow Lake gold mine in Manitoba had a much weaker quarter compared to Q1 '25, with gold production falling 20.9% to 47,743 oz. This was reported as being due to lower equipment utilization and labor availability issues, resulting in a decrease in ore mined. Lower gold grades at ...

格隆汇5月11日｜据每经，隆源股份方面介绍，公司新能源业务以新能源汽车电控系统、电驱系统零部件为核心，产品涵盖电控系统OBC箱体、车载电源集成产品箱体、端盖等。隆源股份称，公司OBC箱体关键性能指标已超越国际标准、客户标准。不过，隆源股份也提醒称，“上述客户订单情况系基于当前时点判断，受市场环境、客户需求变化等因素影响，未来订单情况存在一定的不确定性”。为进一步加码新能源市场，隆源股份拟募集资金重点投向新能源三电系统及轻量化汽车零部件生产项目（二期），计划投入3.29亿元，建成后将新增年产1420万件铝合金压铸件产能。对于“今年在新能源汽车零部件领域有无新客户”的问题，隆源股份回应称，目前，已有新的客户在洽谈中。

D.A. Davidson Initiates Micron Technology(MU.US) With Buy Rating, Announces Target Price $1,000 富途牛牛

Rithm Capital ( RITM ) announced on Monday that it had planned to offer $500M aggregate principal amount of senior unsecured notes due 2031. The company plans to use the net proceeds for general corporate purposes, including the repayment of certain debt. Shares +0.51%. More on Rithm Capital Don't Chase mREIT Yield: Rithm Outshines AGNC Investment AGNC Vs. Rithm: Pure-Play Agency Safety Beats The Hybrid Black Box Rithm Capital: Diversification In Progress - Rich Dividends Trigger Buy Rating Rithm projects $6.5B-$7B 2026 production at Genesis while targeting $150M-$175M EBITDA Rithm Capital stock edges up on strong Q1 segment revenues

Bayer Leverkusen and Eintracht Frankfurt among teams facing a nervy last day with their managers precariously placed Not the end, perhaps, but certainly the denouement. After the penultimate weekend of the Bundesliga season some big issues remain open; the confirmation of the fourth team to qualify for the Champions League, who will be the two teams to drop to the second tier and which side will get a two-legged opportunity to reprieve themselves. Yet the German game is nothing if not reliably businesslike in getting some of next season’s key parameters set before the current exercise is done. There was no need for official announcements here, though, with the results doing the explaining for us. Or, in a few cases, the performances. There has been considerable doubt, for example, whether Kasper Hjulmand would continue as Bayer Leverkusen coach next season. Now, there is none. Continue reading...

中芯國際406億併購重組，成功過會！ Moomoo

Greenlane Renewables ( GRN:CA ) said on Monday that it has signed definitive agreements with Panasonic do Brasil Limitada to establish local production of its landfill gas upgrading technology in Brazil. Under the agreement, Panasonic will manufacture Greenlane’s Cascade LF and Cascade MS product lines at its facilities in São José dos Campos, São Paulo state, under a technology license granted by Greenlane. Panasonic will invest 8 million to 10 million reais ($2 million to $3 million Canadian) in facility modifications, tooling, and production equipment, while Greenlane will retain responsibility for product design, supply chain management, sales, commissioning, and servicing. The companies aim to ship the first system by the end of 2026. Greenlane said Cascade LF is its next-generation landfill gas upgrading technology designed to improve methane recovery while lowering costs, while Cascade MS is its membrane separation biogas upgrading solution for large biodigester projects. The company said Brazil represents a significant growth market for biomethane, with production capacity projected to increase up to sevenfold by 2035. Initial production capacity is expected to support about 12 units annually of 2,500 Nm3/hour systems, or six units annually of 5,000 Nm3/hour systems, based on a single production shift. Source: Press Release More on Greenlane Renewables Inc. Greenlane Renewables Inc. (GRN:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Greenlane Renewables Inc. Financial information for Greenlane Renewables Inc.

能源数据与情报公司TGS已获得一份在美国湾进行的超高清OBN合同。 据该公司称，一支深水作业团队计划于2026年6月初启动作业。 TGS首席执行官Kristian Johansen表示：“我们非常高兴获得这份超高清OBN合同。这是一项长期协议的一部分，因此我们与客户在勘测设计方案上进行了广泛合作。” “这项合同的授予彰显了长期协议对我们客户和TGS双方的价值——缩短了规划时间，确保了资源可用性，并应用了新技术。该长期协议确保了客户之前使用过的同一支团队将执行此次作业，从而在健康、安全、环境和质量以及运营方面保证连续性。” 责任编辑：张俊 SF065

英特尔股价迭创新高，近1个多月涨超200%，市值增至6278亿美金。值得注意的是，2025年下半年，美国政府及英伟达相继买入9.9%及4.27%的英特尔股份，当前这两笔投资合计账面浮盈超670亿美元。 5月8日，英特尔股价再创新高，升至124.92美元/股，近1个多月涨超200%。相对应的，在资金蜂拥而至的推动下，近几日成交额也一举跃升至美股前几名。 而英特尔此轮暴涨，也让股东们赚得盆满钵满，其中就包括美国政府和英伟达。 2025年下半年，特朗普政府以均价20.54美元/股，总价89亿美元购入9.9%比例英特尔股份，成为最大单一股东。无独有偶，英伟达以23.28美元/股的价格购入价值50亿美元的英特尔股份，并宣布拉上英特尔共同开发多代定制化的数据中心和个人计算产品。 截至5月8日美股收盘，美国政府该笔投资账面浮盈近452亿美元，投资收益率超500%。英伟达该笔投资账面浮盈218.2亿美元，投资收益高达336.4%，两者合计浮盈超670亿美元。 1个多月 暴涨200% 5月8日，英特尔股价再创新高，这家萎靡5年之久的芯片大厂，在过去的40天里，股价从41美元/股狂飙至124.92美元/股，市值翻3倍增至6278亿美金。 而此番英特尔一鸣惊人的表现，对于产业界来说并不意外。 1月初披露的财报已“显山露水”，数据显示，2025年，英特尔第四季度营收37亿美元，其中四季度CPU在数据中心、人工智能业务实现可观增长。此外，公司强调，受CPU产能短缺影响，限制了一季度的业务指引。 “指引端”的保守预期在资本看来显然是机会。4月9日，德意志银行发布报告称，鉴于AI CPU带来利好，预计英特尔二季度至第四季度实际营收将显著高于季节性水平，外部验证活动也日益频繁，如马斯克的TeraFab项目及谷歌的公告便是例证。 此后半个月间，似乎都有一双无形的手在背后推着英特尔的股价，越走越强。 4月23日收盘，公司2026年一季报终于掀开面纱，DCAI业务营收51亿美元，高于预期的44亿美元，同比增长22%，而二季度指引也环比提升双位数。美股盘后，英特尔股价跳涨超20%，此后的10余个交易日英特尔成交量持续放大，成交额跃居全市场前几名。 究其原因，2026年一季度英特尔AI驱动业务占总营收的比例接近60%，同比增加40%。2026年初以来，英特尔晶圆制造设备拉曼光谱检测以及激光加工采购量同比增长...

*ST佳沃公告，公司股票将于2026年5月13日开市起撤销退市风险警示及其他风险警示，股票简称由“*ST佳沃”变更为“佳沃食品”，股票代码仍为“300268”，股票交易的日涨跌幅限制不变，仍为20%。公司股票将于2026年5月12日开市起停牌一天，并于2026年5月13日开市起复牌。

随着业绩表现持续恶化，KKR & Co．将向其与Future Standard共同管理的一只私募信贷基金注入3亿美元。 根据周一发布的声明，KKR将投资1.5亿美元购买优先股，并以每股11美元的价格，对FS KKR Capital价值1.5亿美元的普通股发起要约收购。若该股股价从上周收盘的10.84美元反弹至18.83美元，优先股可转换为普通股。 这家业务发展公司董事会还批准了一项为期约一年的3亿美元股票回购计划，同时KKR同意在未来四个季度放弃其应得部分激励费用。 这只规模123亿美元的基金正面临不断增加的问题贷款和损失。 FS KKR第一季度每股净资产价值下跌9.9%，至18.83美元。基金中非应计资产，也就是不再支付利息的贷款，占投资组合公允价值的比例从三个月前的3.4%升至4.2%。该基金还将季度股息从48美分下调至42美分。 责任编辑：刘明亮

Deutsche Bank raises Micron stock price target on AI demand strength Investing.com

New Wave Offshore Energy已获壳牌选定，为其位于巴西盐下桑托斯盆地的Orca项目提供海洋担保检验服务。 该合同涵盖该海上开发项目的海洋担保与保障服务。据估计，该项目含有约3.7亿桶可采资源量。 New Wave Offshore的工作范围包括船舶检验、工程审查，以及跨多个项目阶段的运输与安装作业监督。 该公司表示，相关工作将涉及独立审查与验证，以确保在海上执行期间达成约定的项目担保要求。 公司创始人兼首席执行官Kyle Eddings表示：“这项合同明确验证了我们的技术深度和运营纪律。被壳牌选中提供海洋担保服务，证实了业界对我们诚信、注重细节地执行海上项目能力的信心。” “我们始终秉持的核心理念是：一个由诚实敬业、技术过硬的专家组成的团队能够为客户带来无与伦比的价值。看到这一理念得到如此级别的认可，我们感到非常自豪。” 该合同进一步拓展了New Wave Offshore在海上能源项目领域的海洋担保检验业务组合，涵盖浮式生产储卸装置安装、海底施工及退役等活动。 责任编辑：张俊 SF065

Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) reported earnings less than 24 hours apart in late April. Apple delivered a record March quarter powered by the iPhone 17 cycle. Microsoft posted an AI annual revenue run rate of $37 billion, up 123%. Both beat. Only one is monetizing generative AI at scale today. iPhone 17 ... Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race

这种创新基因的注入为中国企业提供了一个有益参照。 AI革命被一则SK海力士人均百万奖金的消息炸开了锅。 这是AI革命走进人们生活后带来的最具视觉冲击的信号。随着AI进入物理世界，井喷的需求迅速放大了存储芯片的供给缺口，带动SK海力士、三星等公司业绩暴涨：一季度SK海力士营业利润37.6103万亿韩元，同比增长405%，三星电子营业利润57.2万亿韩元，同比增长755%。 这是一个双赢结果：不仅强化了员工对公司的归属感和积极性，而且也有助于护卫公司在存储行业的地位，抬高了相关行业的准入门槛。毕竟，业绩推高下的员工待遇，既有助于留住人才，又抬高新进入者的软硬件重置成本。 其实，存储芯片等行业只是AI革命影响的开始，随着AI和AI Agent应用更广泛，还会有更多行业受益。这是因为AI革命给经济社会带来的是最底层的商业逻辑和供需结构重塑，这种秩序重构重塑缘于AI这一创新触发的供给创造新需求的创造性破坏特质，新创造出来的需求，不可避免地会极速改变相关行业的供需曲线和弹性，进而让相关行业遭遇突然的供给缺口。这种断点均衡的脉冲式冲击，恰体现出AI变革的实现路径。 当然，脉冲式断点均衡的出现，必然引发更多的市场新进参与者，直到面临需求冲击行业的边际收益回归到边际成本附近，市场恢复充分竞争。 SK海力士的百万奖金现象启示，如何创新是企业的必修课。一方面，创新驱动正在成为AI时代企业在市场的生存基础，缺乏创新基因和能力的企业，将在AI时代举步维艰。SpaceX、OpenAI、Anthropic等的发展警示，AI时代的创新带有典型的赢者通吃特征，竞争者在此赛道上跟进创新，很难实现超越。 另一方面，SK海力士等韩国企业接住了AI革命带来的福祉，既缘于三星电子、SK海力士等一众韩国企业顺利走完了从套利性模仿到创新驱动的企业动力结构调整，又缘于韩国为企业发展提供了充足的可行可信自由发展空间。 这种创新基因的注入为中国大陆企业提供了一个有益的参照，韩国和中国台湾等地企业的成长经历显示，企业要走出内卷、驶入创新驱动轨道。 一是要置身于完全竞争的国际市场，在市场残酷的厮杀中找到生存哲学。这与中国政府推动的高水平对外开放、高质量发展不谋而合，创新驱动最大的敌人就是外力保护，任何企业和行业，是无法通过保护培育出国际市场竞争力的，因为保护产生的收益会抬高创新的风险和成本，拉低创新的收益。因此更多的开放和...

Fugro已获得SSE授予的一份重要岩土工程勘测合同，用于苏格兰北部北海海域的Berwick Bank B海上风电开发项目。 Berwick Bank B是总规模4.1吉瓦的Berwick Bank海上风电项目的一部分，该项目分三个阶段开发，若全面建成，有望成为全球最大的海上风电场。 这家荷兰地理数据专业公司表示，该合同涵盖全面的岩土工程勘察活动，以支持计划在Berwick Bank B场址（占该项目总规划容量的1.4吉瓦）建设的固定式基础风机的基础设计。 勘测工作包括在海床以下钻探深达50米的钻孔，以获取用于风机基础设计的土壤和岩石样本。 Fugro表示，此次勘察将使用其岩土工程船Fugro Quest号和Fugro Zenith号，采用适合该场址复杂海床条件的专业取芯和常规取样技术。 Berwick Bank B项目已于今年早些时候在英国第四轮分配中获得了长期差价合约。 SSE Renewables Berwick Bank项目岩土工程包经理Gordon Rae表示：“启动岩土工程勘察活动为Berwick Bank B风机基础的最终设计提供依据，这是一个重要的里程碑，也展示了SSE对严谨、去风险化项目交付的承诺。” “随着项目向最终投资决策推进，我们很高兴能继续与Fugro的长期合作关系，并期待在Berwick Bank B成功实施一个安全、高效的地质勘察计划。” 责任编辑：张俊 SF065