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The FTSE 100 is sailing ever higher on a big wave of enthusiasm for London listed stocks. The blue-chip index has opened at fresh record levels. It’s been on a breathtaking run upwards, accelerating its surge higher since the start of the year, rising by more than 9%. Momentum appears to be on its side with the psychologically important 11,000 mark now in its sights. Its mining constituents have been benefitting for demand for metals in particular, as signs indicate that a commodities super-cycle is underway, with huge demand for metals and minerals needed to power the green revolution and build AI infrastructure. Geopolitical tensions and rising debt levels are keeping demand for safe precious metals intact, while defence contractors continue to benefit from the big uplift in spending on military capabilities.

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2026,为何AI硬件“离钱最近”? 如今,赛道里的玩家越来越多,是因为大家发现,AI硬件是“离钱最近”的地方。

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创作者或许可以直接在3D空间中布置虚拟摄像机,规划其运动轨迹,而AI则负责实时渲染出该视角下的视频流。Seedance 2.0的“导演模式”可以看作是这一方向的早期雏形。