全球AI浪潮推动大模型算力需求激增，金属锡因在半导体先进封装中不可或缺，价格半年内从每吨30万元飙升至42万元，涨幅达40%。算力越强，芯片堆叠越密集，锡的供需失衡成为关键。
微软将在葡萄牙投资100亿美元建设AI数据中心，选址锡尼什。这是其在欧洲AI基础设施竞争加剧背景下的重要举措，紧随谷歌在德国64亿美元投资后公布。该项目成为微软在葡最大投资，也是欧洲AI算力领域的关键布局。
今日，英矽智能，一家专注于生成式人工智能技术的生物医药科技公司，正式对外宣布，已成功完成1.1亿美元的E轮融资。本轮融资由惠理集团（HKG:0806）旗下的私募股权基金、浦东创投、浦发集团、锡创投以及宜兴国控联合领投。此外，还有多位专注于行业和科技领域的新晋投资者参与本轮融资，同时得到了现有投资者的鼎力支持。
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