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个股层面，百川能源、皖天然气、锦江航运较济安定价分别低估 58.33%、50.27%、49.49%，估值折价显著，叠加所属板块景气度回升，具备稳健的估值修复机会；而准油股份、潜能恒信、华如科技偏离度均超 68%，最高达 105.25%，估值严重泡沫化，且均为 2 连板，短期涨幅透支预期，投机风险极高。
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As part of its Amazon partnership, OpenAI plans to develop a new “stateful runtime environment” where OpenAI models will run on Amazon’s Bedrock platform. The company will also expand its previously announced AWS partnership, which committed $38 billion in compute services, by $100 billion. OpenAI has committed to consuming at least 2GW of AWS Tranium compute as part of the deal, and also plans to build custom models to support Amazon consumer products.
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