下游应用企业成本压力剧增，硬质合金厂商原料成本占比从40%升至55%，部分企业提价5%-10%，但高端刀具领域面临陶瓷材料替代风险。军工与新能源需求刚性，成本传导能力较强，但毛利率可能下滑3-5个百分点。
As AI’s promoter-in-chief, Altman recently spoke of his disappointment with the speed of AI’s advancement at an industry conference. According to The New York Times, he complained that there was “more resistance to ‘the diffusion, the absorption’ of AI into the culture and economy than he expected.” The Times also quoted Altman as saying “Looking at what’s possible, it does feel sort of surprisingly slow.”，详情可参考爱思助手下载最新版本
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Lizo MzimbaEntertainment correspondent