化工ETF(159870)涨超1%,政府工作报告提出协同推进降碳,化工供给侧有望继续收紧

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12个小时前(北京时间3月4日凌晨0点11分),阿里千问大模型技术负责人林俊旸在X上突然宣布离职——林俊旸是阿里AI开源模型的核心推手,也是阿里最年轻的P10之一——行业一片哗然之时,Qwen的很多成员也无法接受团队灵魂人物的突然出走。

Credit: Netflix

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Even without widespread productivity gains, AI is drastically reshaping capital expenditure. The “hyperscalers”—the massive tech companies providing cloud and AI infrastructure—are driving an unprecedented spending boom. Analysts have revised their 2026 capex expectations for these tech giants to an astonishing $667 billion, a 24% increase from just the start of the earnings season and representing a 62% jump compared with 2025. Goldman Sachs anticipates that this AI spending will contribute roughly 1.5 percentage points to measured capex growth this year, though its net impact on overall GDP growth will be a minimal 0.1 to 0.2 percentage points owing to a heavy reliance on imported capital goods.

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