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TechInsights：預測2024-2030年全球AI GPU製造碳排放量將驚人的增長16倍

主產品所屬市場空間較小？海菲曼闖關北交所

每日经济新闻

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券商研报精选

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东财财经头条

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Sedaap（印尼）、Cintan（新加坡）、MAMA（泰国）、Maggi（瑞士）和寿桃（香港）。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/world/story20250131-5812266","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zaobao.com/realtime/world/story20250131-5812266","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zaobao_highlight","symbols":["CAGR","BK4159","BK4200","WINA"],"gpt_icon":0},{"id":"2507980453","title":"電力超級大週期來臨 中國機會在哪裏？","url":"https://stock-news.laohu8.com/highlight/detail?id=2507980453","media":"东财财经头条","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507980453?lang=zh_tw&edition=fundamental","pubTime":"2025-01-31 13:06","pubTimestamp":1738299960,"startTime":"0","endTime":"0","summary":"　　电力超级周期的标志性特征是全球电网基础设施投资的激增，并推动电力设备板块的景气度上升。　　在建设新型电力系统的推动下，中国电网工程投资正逐年递增，2024年共完成6083亿元，同比增长15.3%。电力需求的增长，是超级电力周期的核心驱动力。这一增长主要得益于经济前景的改善，推动发达经济体和新兴经济体的电力需求加速增长，包括数据中心行业的显著扩张。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-01-31/doc-inehvuii3956446.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4187","IE00BZ08YS42.EUR","BK0225","IEA","LU0327786744.USD","LU1261432733.SGD","BK0069","BK0158","002028","600089","LU2328871848.SGD","SG9999011746.SGD","688676","BK4129","LU1655091616.SGD","BK4585","600406","GIS","LU1366333091.USD","600312","BK0029","000400","LU1064131342.USD","601727","BK0183","BK4501","BK4532","BK0224","LU0943347566.SGD","BK4159","LU1820825898.SGD","LU2756315318.SGD","LU2289578879.USD","601179","LU2756315664.SGD","CAGR","600875","IE0005HP3H50.USD","BK0034","603556","LU2348774022.SGD","LU1988902786.USD","BK4206","BK0005","002334","LU0449515922.USD","LU1064130708.USD","BK4543","GE","BK0187"],"gpt_icon":0},{"id":"2506738470","title":"機構：預計AI軟件市場2029年將達2180億美元 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EFLOPS，数据中心总功率也将大幅攀升至78.7GW。液冷服务器、SMR、SOFC、大功率UPS等整个供电设备产业链都将受益于AI带来的发展机遇。","market":"hk","thumbnail":"https://wpimg-wscn.awtmt.com/400e2c2e-d4e6-4a74-bb81-425ef20fc084.png","type":0,"news_type":0,"thumbnails":["https://wpimg-wscn.awtmt.com/400e2c2e-d4e6-4a74-bb81-425ef20fc084.png"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3739187","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3739187","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"wallstreetcn_hot_news","symbols":["BK4182","CAGR","BK4159","SMR"],"gpt_icon":0},{"id":"2503830347","title":"Omdia：全球雲服務市場預計在2023年至2028年間以16%的複合年增長率增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2503830347","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503830347?lang=zh_tw&edition=fundamental","pubTime":"2025-01-13 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全球云服务市场正经历快速变化，主要得益于人工智能、边缘计算等技术的进步，尤其是生成式AI的增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1236620.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CAGR","BK4159"],"gpt_icon":0},{"id":"2502858585","title":"市佔率1.2%、業務線單一、強敵環伺！航班管家、高鐵管家母公司活力集團IPO：靠一條腿能走多遠？","url":"https://stock-news.laohu8.com/highlight/detail?id=2502858585","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502858585?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 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2024年上半年》。IDC数据显示，2024上半年中国数据仓库软件市场规模为4.7亿美元，同比增长6.9%。IDC预测，到2028年，中国数据仓库软件市场规模将达到21.5亿美元，2023-2028的5年市场年复合增长率为17.9%。IDC预计，2024年，公有云数据仓库市场规模将超过本地部署市场，到2028年，公有云数据仓库市场占比将达到58.1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1235368.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CAGR","BK4159"],"gpt_icon":0},{"id":"2501746662","title":"認真的低空經濟，萬億市場是否被高估？","url":"https://stock-news.laohu8.com/highlight/detail?id=2501746662","media":"英才商业","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501746662?lang=zh_tw&edition=fundamental","pubTime":"2025-01-08 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