The artificial intelligence (AI) trade has been completely upended in 2026. Last year, investors focused on the immense potential of AI and how it could transform businesses and the global economy. This year, markets are trying to assess who the winners and losers will be in the AI boom. And the latter group is getting hit hard. This is a popular chart that's been making the rounds. It compares the relative performance of software stocks to semiconductor stocks. The implication is pretty clear. Investors believe that the demand for chips (and the subsequent revenue and earnings growth that comes from it) is likely to continue. The software sector, on the other hand, is thought to be replaceable by AI as coding capabilities continue to improve. For the time being, it looks as if semiconductors are the way investors will play AI growth. My top pick for this space was the VanEck Semiconductor ETF (SMH 0.39%). Its concentrated exposure in this sector (it owns around 25 names and market cap-weights them) helped produce a 49% return in 2025. It's up another 12% in 2026 year to date. Clearly, investors love their semiconductor stocks, but can it sustain its momentum? The growth outlook remains strong There's no question that the AI boom will fuel chip demand for the foreseeable future. The global semiconductor sector is expected to hit $975 billion in sales in 2026, a 26% growth rate compared to the previous year. Expand NASDAQ : SMH VanEck ETF Trust - VanEck Semiconductor ETF Today's Change ( -0.39 %) $ -1.55 Current Price $ 397.55 Key Data Points Day's Range $ 395.78 - $ 397.93 52wk Range $ 170.11 - $ 427.94 Volume 215K That growth rate will start to slow eventually. Over the next year, however, 26% growth looks like a reachable target. Given big tech company spending on AI buildouts and the number of years it's likely to take to get close to anything resembling a finished product, strong growth is likely to keep fueling stock price gains. Nvidia's post-earnings stock pr...

Key Points Semiconductors have been and remain one of the biggest AI-driven success stories in the market. Big growth is expected in 2026, but Nvidia's post-earnings price drop suggests that growth rate is fully priced in. The VanEck Semiconductor ETF (SMH) is still lining up for further gains in 2026. 10 stocks we like better than VanEck ETF Trust - VanEck Semiconductor ETF › The artificial intelligence (AI) trade has been completely upended in 2026. Last year, investors focused on the immense potential of AI and how it could transform businesses and the global economy. This year, markets are trying to assess who the winners and losers will be in the AI boom. And the latter group is getting hit hard. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » This is a popular chart that's been making the rounds. It compares the relative performance of software stocks to semiconductor stocks. The implication is pretty clear. Investors believe that the demand for chips (and the subsequent revenue and earnings growth that comes from it) is likely to continue. The software sector, on the other hand, is thought to be replaceable by AI as coding capabilities continue to improve. For the time being, it looks as if semiconductors are the way investors will play AI growth. My top pick for this space was the VanEck Semiconductor ETF (NASDAQ: SMH). Its concentrated exposure in this sector (it owns around 25 names and market cap-weights them) helped produce a 49% return in 2025. It's up another 12% in 2026 year to date. Clearly, investors love their semiconductor stocks, but can it sustain its momentum? The growth outlook remains strong There's no question that the AI boom will fuel chip demand for the foreseeable future. The global semiconductor sector is expected to hit $975 billion in sales in 2026, a 26% growth rat...

Roku Inc. ROKU has seen its shares surge approximately 22.5% over the past year, outperforming the broader Zacks Consumer Discretionary sector and the Zacks Broadcast Radio and Television industry. This reflects growing investor confidence in the streaming platform's long-term strategic trajectory. The momentum stems from a historic turn to full-year profitability, robust fourth-quarter 2025 results and upbeat forward-looking guidance that points to sustained double-digit growth ahead. With the company entering 2026 from a position of considerable strength, here are three compelling reasons to consider buying ROKU today. Roku’s 1 Year Performance Zacks Investment Research Image Source: Zacks Investment Research Breakthrough Profitability Marks a Turning Point Roku's most compelling investment argument is its decisive pivot to sustainable profitability. For full-year 2025, the company posted net income of $88 million, its first annual profit in recent memory. In the fourth quarter alone, net income reached a record $80.5 million, a dramatic reversal from a net loss of $35.5 million in the year-ago period. Platform revenues, the higher-margin engine of the business, grew 18% to $4.15 billion for the full year, while total net revenues climbed 15% to $4.74 billion. Adjusted EBITDA for fiscal 2025 came in at $421 million, marking a margin expansion of 255 basis points. Free cash flow surged more than 100% year over year to $484 million, a company record that underscores strong operational discipline. Roku also repurchased $150 million of its own stock in 2025, achieving near-zero dilution in the fourth quarter. Robust 2026 Guidance Signals Continued Momentum Management's forward-looking guidance for 2026, issued alongside fourth-quarter results in February 2026, adds significant conviction to the bull case. Roku projects full-year 2026 total net revenues of $5.5 billion, up 16% year over year, with platform revenues expected to grow 18% to $4.89 billion at margins of 51...

Image source: The Motley Fool. Mar. 5, 2026, 8:30 a.m. ET Call participants Chief Executive Officer — Fumihide Esaka Chief Financial Officer — Jeffrey Winzeler Founder & Chief Technology Officer — Scott Hanson EVP, Global Sales and Marketing — Aaron Grashian Takeaways Net sales -- $20.7 million for the quarter, representing a 2% year-over-year increase and the highest level recorded during the year. -- $20.7 million for the quarter, representing a 2% year-over-year increase and the highest level recorded during the year. Sequential net sales growth -- 14.2% quarter over quarter, driven by strong end-market demand and accelerated orders late in the period. -- 14.2% quarter over quarter, driven by strong end-market demand and accelerated orders late in the period. Non-GAAP gross profit -- $9.4 million, up 75.5% year over year. -- $9.4 million, up 75.5% year over year. Non-GAAP gross margin -- 45.5%, a nearly 20 percentage point expansion from the prior year, with a sequential increase of 70 basis points from Q3, attributed to favorable mix toward edge AI solutions. -- 45.5%, a nearly 20 percentage point expansion from the prior year, with a sequential increase of 70 basis points from Q3, attributed to favorable mix toward edge AI solutions. Customer exposure shift -- Mainland China contributed 8.6% of net sales, a decline from 50% in 2024, following strategic repositioning toward edge AI-focused customers. -- Mainland China contributed 8.6% of net sales, a decline from 50% in 2024, following strategic repositioning toward edge AI-focused customers. Non-GAAP R&D expense -- $9.3 million, 33% higher year over year and up 34% sequentially, reflecting new investments in Apollo and Atomic product families. -- $9.3 million, 33% higher year over year and up 34% sequentially, reflecting new investments in Apollo and Atomic product families. Non-GAAP SG&A expenses -- $7.3 million, up 19.7% year over year and 17.4% sequentially, mostly due to public company costs and increased i...

高速通行费减免对降低燃料电池汽车运营成本具有重要影响 人大代表张国强。 【财新网】 氢能高速正在成为氢燃料汽车重要的推广措施，在多个省份推出区域性氢能高速政策后，全国人大代表、亿华通（688339.SH/ 02402.HK）董事长张国强在2026年两会提案中建议，应在国家层面统筹规划全国氢能高速示范路线，扩大其辐射带动作用。 氢燃料汽车是新能源车的一种，与目前大规模商业化的电动汽车相比，氢燃料车还处在发展初期，仍受高成本、基础设施不完善等掣肘。2025年单辆氢燃料车的售价仍在50万元以上，因此其销量以商用车为主。（详见财新周刊《 新能源重卡加速跑 》）

(RTTNews) - Zillow Group, Inc. (Z), a real estate app and website, Thursday announced that it has been authorized to repurchase up to an additional $1.25 billion of its Class A common stock or Class C capital stock. As of March 4, after the increased share repurchase authorization, the company has around $1.3 billion remaining capacity for future share buybacks. From Jan. 1, 2026, through March 4, 2026, Zillow Group repurchased 3.8 million shares of Class A common stock at a weighted average price of $47.84 per share and 9.7 million shares of Class C capital stock at a weighted average price of $45.92 per share, for a total purchase price of $626 million, the company said in a statement. Currently, Z shares are trading at $47.76, up 4.23% on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

北京时间3月5日晚，美股周四低开。主要股指在经历了前一个交易日的强劲表现后稍作喘息。投资者关注持续上涨的油价。 道指跌327.87点，跌幅为0.67%，报48411.54点；纳指跌95.55点，跌幅为0.42%，报22711.93点；标普500指数跌27.54点，跌幅为0.40%，报6841.96点。 美国西得克萨斯中质原油期货上涨3%，交易价格突破每桶76美元；而国际基准布伦特原油期货上涨超过2%，至每桶83美元以上。 周三股市收高，受到科技和半导体巨头涨势的提振。道指结束了连续三天的跌势。标普500指数和 纳斯达克 综合指数当日收盘均录得稳健涨幅。 美国银行 证券美国股票和量化策略主管Savita Subramanian表示：“情况正在边际变化。显然，我们面临一场地缘政治冲击，我们仍在分析它可能如何影响股票的风险溢价。” “但除此之外，我认为我们看到的是，对于极低利率环境的一些受益者来说，潮水正在慢慢退去，”她补充道。 在本周初飙升之后，油价周三企稳，西得克萨斯中质原油期货结算价上涨0.13%，布伦特原油期货收盘持平于平盘。 美国总统特朗普周二表示美国正准备为波斯湾的船只提供风险保险和护航，以确保交通能够通过霍尔木兹海峡。受其言论推动，市场对区域石油和天然气供应中断的担忧有所缓解。 但仍需要明确的是，白宫并未就这条负责全球约20%石油供应的海峡何时能对油轮安全开放提供时间表。 美国战争部长赫格塞思在向记者通报情况时表示，美国在与伊朗的冲突中“决定性地获胜”，并且更多部队正在抵达该地区。 另外，美国财政部长贝森特表示，特朗普最近宣布的15%全球性税收可能会在本周生效。 责任编辑：张俊 SF065

Dublin, March 05, 2026 (GLOBE NEWSWIRE) -- The "Data Center Solutions - Company Evaluation Report, 2025" report has been added to ResearchAndMarkets.com's offering. This quadrant offers a detailed evaluation of key market players, technological advancements, product innovations, and emerging trends shaping the industry. The 360 Quadrants evaluated over 100 companies, of which the Top 15 Data Center Solutions Companies were categorized and recognized as quadrant leaders. The data center solutions market comprises infrastructure and software that facilitate compute, storage, and networking needs in both enterprise and hyperscale environments. These solutions help organizations modernize their IT infrastructure, manage growing volumes of data, and achieve evolving performance and sustainability objectives. Companies are increasingly adopting modular, scalable, and energy-efficient systems to support advanced workloads such as AI/ML, edge computing, and analytics, while maintaining high levels of reliability and uptime. Based on insights from various sources and associations, the publisher defines data center solutions as a comprehensive set of infrastructure and software designed to ensure efficient operation, management, and scalability of data center infrastructure. This includes physical components such as servers, storage systems, networking gear, power and cooling equipment, racks, and enclosures, along with software solutions for virtualization, data center infrastructure management (DCIM), monitoring, automation, and security. These solutions are utilized across enterprise, colocation, and hyperscale data center types and support a wide range of workloads, including general-purpose IT, as well as HPC and AI. Key players in the Data Center Solutions market include major global corporations and specialized innovators such as Dell Technologies, Broadcom, HPE, Nvidia, Lenovo, Huawei, Cisco, IBM, Supermicro Computer Inc., Western Digital, Netapp, Pure Storage, Inspur...

Source: Bloomberg, 3:21

格隆汇3月5日｜纳斯达克中国金龙指数跌超1%，哔哩哔哩跌7.62%，金生游乐跌4.06%，贝壳跌4.22%，京东跌2.95%，禾赛科技跌3.00%。

格隆汇3月5日｜据法国方面5日消息，美军支援类军机已获准进入法国南部伊斯特尔空军基地，但前提是相关军机不得参与美国在伊朗境内的军事行动。法国武装部队总参谋部表示，获准使用伊斯特尔空军基地的是支援类军机，而非作战飞机。此次授权不涉及法国在中东地区的军事基地。法国军方表示，上述安排是在北约框架内的例行程序。鉴于当前局势，法方已明确要求，相关军机不得以任何形式参与美国对伊朗的军事行动，仅能严格用于支持法国在该地区伙伴的防务需求。

格隆汇3月5日｜美联储降息预期降温，美股三大指数集体低开，纳指跌0.44%，标普500指数跌0.46%，道指跌0.76%。 博通涨3.8%，Q1 AI业务收入翻倍至84亿美元，预计明年AI芯片销售额超1000亿美元。 广告科技公司The Trade Desk大涨超30%，与OpenAI就广告业务合作展开早期洽谈。 英特尔跌1.7%，CFO称服务器芯片需求依然旺盛，而供给瓶颈将贯穿全年。 (格隆汇)

标普500指数跌0.4%，纳指跌0.5%。黄金股普跌，AngloGold Ashanti跌约4%，金罗斯黄金跌约2%。京东跌约3%，京东Q4净营收同比增长1.5%至3523亿元，新业务投入致单季净亏损27亿元。哔哩哔哩跌约7%，此前公司公布了四季度业绩。科技股多数下跌，英特尔跌约1%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

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Daniel Grizelj/DigitalVision via Getty Images Despite the elevated volatility in markets earlier this week amidst a major geopolitical conflict going on, one retail REIT stock actually is still up over +9% in the last month, Florida-based CTO Realty Growth ( CTO ). CTO - price growth this month (Seeking Alpha) This REIT owns and operates a portfolio of high-quality, retail-based properties located primarily in higher growth markets in the United States and also owns a meaningful interest in Alpine Income Property Trust. Since I called it a buy in my Aug. 2025 article , it is up over +19%, reflecting the market confidence in this stock, and what I liked about it then was proven AFFO growth, portfolio growth, and high dividend yield. It also caught my attention this week after sending out a press release that it is acquiring Palms Crossing in McAllen, Texas, which is already 98% leased. In my follow-up article today, I'm exploring this stock again across 8 rating categories and in the wake of its recent earnings results on Feb. 19th. Thesis Summary After my updated research this time, I am reaffirming my prior buy rating on this stock, and agreeing with the latest buy consensus from SA analysts. The worksheet below shows how my 8 factors contributed to the holistic score: CTO - rating worksheet (author) Today's thesis argues that despite some potential macro headwinds and recessionary clouds on the horizon, as well as some weaker margins than some peers, there are several key upside drivers for this stock and they include active/robust portfolio growth along with a focus on population growth regions like the southeast US , as well as positive operating cashflow supported by the huge real estate portfolio, technical patterns favoring bullishness, and a positive price upside forecast. Macro & Sector Outlook When it comes to this REIT, when thinking about the big picture and what sticks out, is that it is heavily focused on the southeast US , as we see in its portfolio ,...

格隆汇3月5日｜南非主要股票指数下跌1%，至119,885点。

Editor’s Note: This story has been updated to include a response from Alibaba Lin Junyang, head of Alibaba Group‘s Qwen artificial intelligence division, announced on Tuesday that he is stepping down. The announcement comes just two days after the company rolled out its updated AI products. Lin posted on X: “me stepping down. bye my beloved qwen.” me stepping down. bye my beloved qwen. Don't Miss: Two other team members followed Junyang’s exit. Binyuan Hui, a research scientist at Alibaba Qwen Team, posted “bye qwen, me too.” bye qwen, me too. https://t.co/IQOmBsYLTg Kaixin Li, a core contributor to Qwen 3.5, also signed off, noting that Lin had been the driving force behind a potential Qwen Singapore base and writing, "Now that he’s gone, there’s no reason left to stay." Musk-Backed Launch Amplifies Exit Alibaba launched four Qwen 3.5 Small Models—0.6B, 2B, 4B, and 9B parameters—built as native multimodal models for on-device AI and lightweight agents. The launch drew Elon Musk, who wrote on X that the models showed “impressive intelligence density.” Impressive intelligence density Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Lin responded simply: “thx elon!” — before announcing his resignation the same day. Explosive User Growth Raises Stakes The departure also comes as Qwen's mobile app surged to 203 million monthly active users in February, up from 31.05 million in January, according to AICPB.com, which tracks AI products. A successor has not yet been named. See Also: This Under-$1 Pre-IPO AI Company Is Still Open to Retail Investors — Learn More Eddie Wu Message’s To Alibaba Cloud Research Unit Alibaba shared with Benzinga an email sent by CEO Eddie Wu to staff at Tongyi Laboratory, the core research unit under Alibaba Cloud. In the message, Wu said the company had accepted Lin's resignation and announced plans to form a new "Foundation Model Task Force." The task force will be led by Wu and include Alibaba Cloud CTO ...

Sundry Photography/iStock Editorial via Getty Images CVS Health ( CVS ) on Thursday announced the launch of Health100, a health-tech services unit that leverages Google Cloud’s ( GOOG ) artificial intelligence and related cloud-based technologies to drive consumer engagement and improve health outcomes. The managed care company said that as part of a partnership with Google Cloud, Health100 will offer patients a personalized experience regardless of the pharmacy, healthcare provider, health insurer, or pharmacy benefits manager the customers choose. The company identified Health100, slated for its initial launch this year, as "an integrated health care engagement platform for consumers," backed by Google Cloud's ( GOOGL ) AI technologies, including Gemini models, Cloud Healthcare API, and BigQuery. "Consumer engagement in their own health and care is the holy grail that will drive trust and much better health outcomes," said Tilak Mandadi, CVS Ventures and Chief Experience and Technology Officer. "With Health100, CVS Health is delivering the future of agentic, AI-powered health care that enhances human touch and eliminates complexity," added Google Cloud CEO Thomas Kurian. More on CVS, Alphabet Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Alphabet: Respect The Capex Cycle Alphabet: Google Cloud Is On Fire - Reiterate Buy Hyperscalers have reached ‘peak negativity’ about capex – analyst Rising employee health insurance costs dampened wage growth: Fed survey

Qualcomm's Robotics Push Could Be Bigger Than the Market Thinks MarketBeat

Getty Images I previously covered BigBear.ai Holdings, Inc. ( BBAI ) in November 2025, discussing how their intensified push into the border control/defense-related AI capabilities had directly differentiated them from other AI SaaS stocks. Despite the potentially robust long-term prospects, I had also believed that the stock's outsized rally and the management's lowered FY2025 guidance had triggered a minimal margin of safety at prior levels, with it resulting in my reiterated Hold rating then. In this article, I shall discuss why I am reiterating my Hold rating for the BBAI stock, since the steep meltdown has yet to improve its risk/reward ratio, as observed in the still expensive valuations, the potential volatility from the elevated short interest ratio, and the notable equity dilution from the recent Note 2029 settlement/capital raises. This is worsened by their inherent reliance on the federal sector as they deepen their defense and border control capabilities through new partnerships/acquisitions, with it posing risks to its future monetization cadence. Defense & Border Control Capabilities BBAI 1Y Stock Price (TradingView) Since my last Hold rating, BBAI has indeed underperformed as posited, with the stock losing -40% of its value against the wider market at 0%, with a similar development also observed in many of its AI SaaS peers in varying degrees. Part of the headwinds may be attributed to the AI Claude hysteria, as the market fears grow surrounding the SaaS sector's growth headwinds, since " autonomous AI agents that perform tasks without humans in the loop in particular—threaten to break that model because the technology can automate some of the work typically done by the people using SaaS products. That means an SaaS vendor may end up with fewer users to license and charge." At a time when AI is increasingly seen as a potential SaaS disruptor, it is unsurprising that the market has decided to "punish first and ask questions later," as similarly observe...

Beijing has set a relatively cautious yet pragmatic economic growth target for 2026 amid persistent domestic headwinds and escalating external pressures. A 4.5 to 5 per cent GDP growth target – the lowest since 1991 – was announced by Premier Li Qiang on Thursday at the opening session of the National People’s Congress (NPC), China’s top legislature. In delivering his annual government work report , Li reaffirmed Beijing’s aim for stronger economic growth where conditions allowed. Advertisement He emphasised that it would “strive for better results in practice” to align with the goal of doubling the 2020 per capita gross domestic product and realising medium- to long-term economic potential. 02:16 Chinese premier sets 2026 GDP growth target at 4.5-5% Chinese premier sets 2026 GDP growth target at 4.5-5% The world’s second-largest economy expanded by 5 per cent last year, meeting the “around 5 per cent” official target amid a tariff war with the United States and a property market downturn at home. Advertisement

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AI has investors in a roil again--this time over ... a blog post? The article in question--written by Citrini Research and posted on Substack--was fear-based (to say the least!). It essentially argued that AI was going to cause a "jobs apocalypse," wiping out demand and taking the economy down with it. It was pure science fiction. But it was enough to wipe $2 trillion from stocks in one day on February 22. And it comes after the same sorts of fears have hit software stocks, IT-security stocks and even logistics stocks over the last few weeks. It's one of the most absurd panics I've ever seen, frankly. But these kinds of silly drops are good for us closed-end fund (CEF) investors, since they often serve up temporary discounts on these 8%-payers. We also like the fact that many CEFs are tied to AI's growth through infrastructure: They hold companies that provide the data centers, industrial spaces and offices AI providers need to grow. That's a far better setup than trying to get in on the next OpenAI or Anthropic. AI Is Not the Terminator--It's a Tool The "logic" behind this Substack post was swiftly debunked by former Fed governor Christopher Waller (who simply replied that AI is a "tool"), economics professor Alex Imas and hedge fund Citadel Securities. Citadel, in fact, pointed out that one area where AI is replacing tasks the most--coding and making apps--is actually seeing a sharp increase in job postings, not a decrease. This again shows that AI (in reality, not sci-fi) stands to raise demand for workers over time. Source: Citadel Securities We actually discussed this in an article published on Contrarian Outlook last week. In fact, if you're a CEF Insider member, you may recall that we've been talking about this point--that AI is mainly a productivity tool--since 2020. As we wrote in the September 2020 issue of CEF Insider: "Some companies, like insurance firms, will profit from artificial intelligence as this technology improves underwriting, lowers risk and ...

3月5日是裁軍和不擴散宣傳國際日，由聯合國訂立，旨在提高公眾對裁軍問題的認知。「裁軍」是指國家有計劃地裁減武裝部隊和軍備，以促進國際和平。但近年國際關係緊張，有學者指國與國之間缺乏互信，令這種理想化的情況難以實現。 ▌ 學者指各國近年無意裁軍 英國智庫國際戰略研究所2026年的報告指出，全球國防開支在2025年，增長至2.63萬億美元，同比增長2.5%。港大政治與公共行政學系名譽教授盧兆興指，近年包括西方多國裁軍「得個講字」。 ➤ 美國： 美國和俄羅斯在2010年簽署《新削減戰略武器條約》，旨在限制兩國部署的核彈頭及運載工具數量。2021年，美國前總統拜登和俄羅斯總統普京，把條約延期五年。條約規定，雙方部署的戰略核彈頭數量上限，為1,550枚。 但今年2月5日，條約到期失效。特朗普批評條約的條款差，以及違約情況嚴重，認為與其延長舊條約，不如著手制定經改良的新條約。但至今仍未見有新條約出爐。 美國近年亦研發新一代洲際彈道導彈「哨兵」等。 盧兆興指，特朗普的意識形態是「美國優先」，希望維持美國在全球的軍事霸權，因此不想被相關條約限制美國核武發展。 ➤ 俄羅斯： 2023年，俄羅斯宣布暫停履行《新削減戰略武器條約》，總統普京說，是因為美國要求俄羅斯履行條約，但美國自己則隨心所欲。但他指俄方並非退出，亦無意部署超出條例限制的核武。 盧兆興分析指，如果俄方履行條約，就要維持國內核武情況的透明度，定期接受核查，假如被發現核武數量超出上限，便要銷毀部分核武，而這是俄方不願意的。 國際戰略研究所指，2025年俄羅斯國防開支，佔其GDP的7.3%以上，是2021年3.6%的兩倍多。俄羅斯近年亦研發和試射，新一代「薩爾馬特」洲際彈道導彈，聲稱能攜帶10枚或更多核彈頭。 ➤ 中國： 內地近年多次表示，奉行「不首先使用核武器」政策，去年發表新時代的中國軍控、裁軍與防擴散白皮書，指出中國發展核武不是為了威脅他國，而是為了自衞。 斯德哥爾摩國際和平研究所的報告稱，中國是近年核武數量增加，2023年起每年增加約100枚核彈頭，截至2025年1月，總數約有600枚。 內地2015年宣布，把中國軍隊總人數由230萬減少至200萬，至2017年完成，主要減少非戰鬥人員。盧兆興指，這種裁軍並不會令軍力減少，反而是一種「精兵制」，即是裁走較年老或戰力較弱的人員，再配合科技應用，增強整體軍力。他指現時任何國...