（2）利好利空行业及标的梳理：短期油价暴涨下，利好以油价定价产品的替代品领域及受益于运费提升的细分行业，具体包括煤化工（华鲁恒升、宝丰能源）、气头化工、氯碱（中泰化学、新疆天业、君正集团）、钾肥（亚钾国际、盐湖股份、东方铁塔）等；利空偏终端的产品领域，如改性塑料等
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“MacBook Pro with M5 Pro and M5 Max redefines what’s possible on a pro laptop, now up to 4x faster than the previous generation,” said John Ternus, Apple’s senior vice president of Hardware Engineering. “With Neural Accelerators in the GPU, the new MacBook Pro enables professionals to run advanced LLMs on device and unlock capabilities that no other laptop can do — all while maintaining exceptional battery life. Combined with even faster unified memory and storage, it empowers users to take their work even further, unleashing new possibilities and pushing the boundaries of what they can do.”