Zheka-Boss/iStock via Getty Images The layout has been adjusted to lead with the tickers and charts. Why? Because I think it allows the article to flow more naturally. Like it or hate it? Let me know in the comments. The High Yielders The charts compare the common shares from the following mortgage REITs and BDCs: Agency mREITs Hybrid mREITs Originator / Servicer Commercial BDC AGNC EFC RITM FBRT ARCC NLY MFA PMT BXMT OCSL DX RC GPMT FSK TWO CIM GAIN ORC MITT MAIN ARR ADAM GBDC CHMI SLRC TSLX CSWC OBDC TPVG BXSL Click to enlarge The Charts Mortgage REITs and BDCs: The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum Click to enlarge Preferred shares and baby bonds: The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum Click to enlarge Definitions for preferred shares: FTF stands for "fixed-to-floating". It means the share is fixed-rate, but will begin floating based on SOFR. We may still refer to LIBOR, but LIBOR simply means SOFR + 26.161 basis points. FTR stands for "fixed-to-reset". These shares are currently fixed-rate, but will eventually reset their dividend rate based on the 5-year treasury rate plus a given spread. They typically continue to reset every 5 years thereafter. At least in theory. That's pretty far away, but those are the terms. FTL stands for "fixed-to-lawsuit". It only gets applied for PMT because they were the only mortgage REIT (that we know of) where management announced that "floating" really means a fixed dividend rate that never changes. PMT was sued over their actions . If you're not familiar with it, see this article on the lawsuit . Floating stands for a share that is floating. Pretty obvious, right? This is the adult version of "FTF". The rate is typically updated every 3 months. Commentary From The REIT Forum It's been way too long since I posted this series. I apologize for the delay. As you may have heard, the marke...

Tara Moore/DigitalVision via Getty Images I last covered the VanEck IG Floating Rate ETF ( FLTR ), which invests in high-quality floating rate notes, in late 2024 . In that article, I argued that FLTR's above-average dividends and below-average risk and volatility made the fund a buy. Since then, the fund has slightly outperformed on an absolute basis, moderately so on a risk-adjusted basis. At the same time, Fed cuts have caused FLTR's SEC yield to decline from 5.0% to 4.3%. Although the decrease in income is a negative, yields remain competitive, and so the fund remains a strong investment opportunity and a buy. FLTR - Quick Overview and Investment Thesis FLTR is a simple, high-quality, floating-rate note index ETF. It tracks the MVIS US Investment Grade Floating Rate Index , an index of these same securities. FLTR's investments behave as somewhat riskier T-bills, with broadly similar characteristics to these but with a bit more in income: Data by YCharts And a bit more at risk: Data by YCharts FLTR compares favorably to most quality fixed-income asset classes, with higher dividend yields and lower realized volatility than index ETFs tracking treasuries, investment-grade corporate bonds, and investment-grade bonds more broadly. Data by YCharts In my opinion, the above comparisons are the most important considerations for prospective investors in FLTR. Conservative, risk-averse investors who still want a bit more income than T-bills have to offer should consider FLTR: it offers a good, competitive amount of income, while keeping risks low. The most risk-averse investors might not be comfortable with FLTR's risk, low as it is, while the more risk-seeking investors should consider higher-yielding ETFs (but these are much riskier in turn). FLTR targets a specific niche and should be of great interest to investors in said niche. I'll be looking into these and a couple of other characteristics of FLTR in more detail, but I do think that the above is the more important c...

格隆汇3月28日｜毕马威会计师事务所（KPMG）英国分部周六表示，计划裁减其审计部门的员工，此前彭博新闻社报道称，如果裁员咨询提案得以实施，该公司预计将有多达440人离职。“在我们的审计业务中，我们希望看到正常的自然减员模式。但目前的市场状况意味着，在我们审计业务的某些部分，自然减员率非常低，这就是为什么我们建议对这些领域进行适当裁员，”毕马威英国公司发言人在一份电子邮件声明中说。该声明没有说明可能裁员的数量。彭博社援引熟悉内情的人士的话说，拟议的裁员主要针对拥有会计师资格的助理经理，约占该部门7100名员工的6%。

3月25日，2026中关村论坛年会如期而至。来自100多个国家和地区的上千名嘉宾汇聚百余场论坛，共话“科技创新与产业创新深度融合”发展之道。 作为中国AI领域领军企业与2026中关村论坛会员单位，昆仑万维携手中关村论坛，共同构建多元协同的科技交流生态圈，以AI技术创新赋能产业升级，助力北京打造全球人工智能创新高地。 3月27日下午，昆仑万维集团（300418）旗下天工AI成功举办“世界模型前沿技术与天工AIGC全家桶大模型生态”专场发布会，携Matrix-Game 3.0、SkyReels V4、Mureka V9三大核心模型惊艳亮相，正式宣告三大模型均跻身世界第一梯队；同时发布昆仑万维2026 AGI战略，目标是通过打造AI经济平台，赋予每一个创作者匹敌一家公司的全栈生产力。 北京市经济和信息化局党组书记、局长姜广智，中共北京市东城区委副书记、区长陈献森，北京市东城区人民政府党组成员、副区长邓慧敏，北京市经济和信息化局二级巡视员张宇航，国家发改委宣传中心战略规划处负责人聂正标等嘉宾出席本次论坛。 会议伊始，北京市东城区人民政府党组成员、副区长邓慧敏出席并致辞。她充分肯定了昆仑万维近年来在人工智能领域取得的突出成就，并表示“十五五”期间，东城将大力发展动漫影视、数字演绎、艺人经纪、游戏电竞等新型赛道，做大做强数字文娱产业，以科技创新赋能产业升级，加快实现资源数字化、场景沉浸化、产业数智化发展，积极打造文化、科技创新融合的高地。未来，东城区将持续优化营商环境，积极搭建协同创新平台，助力构建开放共享、互利共赢的人工智能产业生态。 随后，北京市经济和信息化局二级巡视员张宇航发表致辞。他表示，昆仑万维作为扎根北京、辐射全国、走向世界的优秀科技企业，为人工智能的产业发展注入新的活力。同时，北京市经济和信息化局也将聚焦大模型的关键技术，以文娱、文旅、教育等场景为牵引，加速AI在游戏创作、数字文娱等领域的融合应用。未来也希望更多创新成果在北京转化，更多的优秀企业在北京成长，彼此凝聚共识、深化合作，共同开创AI生态创新发展的新局面，为我国的数字经济高质量发展做出更大的贡献。 两位领导的致辞充分彰显了北京市及东城区政府部门对人工智能产业发展的高度重视、对昆仑万维在人工智能领域取得成绩的认可，也为本次论坛奠定了开放、共创、共赢的基调。 紧接着，天工AI董事长兼CEO周亚辉发表题为《20...

港股“AI新势力”强势诞生 万咖壹联：顶级战投加持，业绩大超预期

美以伊战事进入第28天，局势仍无丝毫缓和的迹象。 当地时间3月28日凌晨，美以发动大规模空袭，伊朗首都德黑兰多地遭多轮猛烈轰炸。 据悉，美国正将“布什”号航母部署至中东及附近区域。 不过，目前尚不清楚“布什”号航母是否会加入或替换已在该地区参加对伊朗作战行动的海上力量。 特朗普将霍尔木兹称为“特朗普海峡” 当地时间3月27日，特朗普在佛罗里达州迈阿密海滩举行的未来投资倡议（FII）研究所峰会上发表演讲，谈战争与股市。 他称伊朗境内仍有3554个待打击目标，这些目标将很快被清除，这场冲突 “尚未结束但已接近尾声”。 他直言，“下一个是古巴”。 稍早前，美国国务卿鲁比奥在七国集团外长会上说，战事还将持续“两到四周”。 演讲中，特朗普将霍尔木兹海峡称为“特朗普海峡”，强调伊朗允许油轮通行是在 “弥补此前错误表态”，谈判的前提是伊朗开放该海峡。 “我们正在谈判，如果能达成协议就太好了，但他们（伊朗）必须开放海峡。他们必须开放特朗普海峡——我是说霍尔木兹海峡。抱歉，我犯了个大错。” 他宣称出于 “法律层面的原因”，将伊朗当前局势定义为 “军事冲突” 而非 “战争”。 同时，特朗普还呼吁更多中东国家签署其首个总统任期的标志性外交成果《亚伯拉罕协议》，并暗示将削减保护北约盟国的开支，理由是盟国未提供支持。 “我们不必留在北约。” 谈及冲突对市场的影响，他表示原本预计股市和油价波动会更大。 值得注意的是，目前标普500指数已连续五周下跌至去年8月以来最低水平。 伊朗：正制定战争结束的条件 伊朗武装部队发言人表示，伊朗正在制定战争结束的条件。 发言人警告美国及以色列，伊朗在战场上拥有强大力量和胜利优势，能够决定战争的最终局面，美以将“被迫”接受这一现实。 一位高级安全官员同时警告称，如果美国在中东地区发动地面行动，伊朗将采取对等行动进行反制。 伊朗议会国家安全与外交政策委员会发言人易卜拉欣·雷扎伊指出，伊朗继续作为《不扩散核武器条约》成员已“毫无意义”，该条约不仅未能保护伊朗免受核大国袭击，反而使伊朗核设施多次遭到攻击。 他表示，如果伊朗选择退出《不扩散核武器条约》，西方可能会表示惊讶和反对，但“现在是离开的时候”。 据悉，在美国和以色列对伊朗钢铁厂发动袭击后，伊朗方面已将以色列境内6家钢铁厂及地区5个国家的相关工业设施列为新的报复打击目标。 知情人士称，伊朗的回应行动应该不仅限于地...

The average one-year price target for Fury Gold Mines (TSX:FURY) has been revised to $1.96 / share. This is an increase of 11.65% from the prior estimate of $1.75 dated February 21, 2026. The price target is an average of many targets provided by analysts. The

tumsasedgars/iStock via Getty Images Strong headline economic data masks a more difficult reality for small and mid-sized businesses (SMBs), where elevated costs and policy uncertainty continue to pressure margins and decision-making. Affordability has emerged as the central issue shaping both business conditions and the policy agenda. At the same time, a fragmented, state-driven regulatory landscape is adding complexity and delaying investment. In this environment, SMB resilience will depend less on macro strength and more on the ability to stay agile amid persistent uncertainty. Small and mid-sized businesses are contending with a widening gap between strong macroeconomic signals and a far more constrained operating reality. While GDP growth and employment data suggest resilience, business owners remain focused on persistent cost pressures, uneven demand, and an increasingly uncertain policy backdrop. Affordability sits at the center of this tension. Elevated costs across labor, energy, insurance, and financing continue to weigh on margins, while tariff dynamics remain fluid and difficult to plan around. At the same time, policymakers are placing growing emphasis on affordability as a defining economic issue, one that is likely to shape both near-term policy decisions and the broader political landscape. Compounding these pressures is a shift in where policy is being made. With limited progress at the federal level, states are taking a more active role, resulting in a fragmented regulatory environment. For SMBs, particularly those operating across multiple states, this creates added complexity, higher compliance costs, and greater uncertainty around future obligations. In this environment, SMBs are increasingly prioritizing caution over expansion by slowing hiring, delaying investment, and preserving flexibility. Notably, as the backbone of U.S. employment, a sustained pullback in SMB hiring has the potential to dampen broader labor market momentum and, in turn, e...

Ratana21/iStock via Getty Images By Behnood Noei, CFA Over the past couple of months, private credit has moved from a relatively hot corner of the market into an area of concern. What was once viewed as a steady, income-generating segment is now facing a wave of scrutiny. Investors have begun to reassess their exposure, particularly to areas tied to software and technology, and the shift has been swift. Publicly traded investment companies focused on private credit have seen their shares fall between 25% and 40% year-to-date, reflecting a meaningful repricing of risk. In this blog post, we will take a look at how things started and how systematic we believe these concerns are. How Did We Get Here? Things really started to shift when Blue Owl put limits on quarterly redemptions for a couple of its non-traded BDCs. Other managers followed with their own restrictions, and around the same time, reports surfaced about fraud tied to a few private credit funds. Put all of that together, and it’s not surprising that investors, who had come to see this space as relatively stable, are starting to feel uneasy. As worries have picked up, people have started looking back at past market stress for comparison. In some cases, the conversation has even drifted toward 2008 and sub-prime crisis, with questions about whether problems in private credit could spill over into the broader economy. Time to Press the Panic Button? To understand the potential impact, it helps to start with the size of the market. The private credit industry currently holds about $1.7 trillion in leveraged loans to the corporate sector, accounting for roughly 4% of all credit to the private non-financial sector. That’s a meaningful figure, but still relatively modest in the context of the overall credit system. While transparency in private credit is limited compared to public markets, the data that is available suggests that loan performance as of the fourth quarter of 2025 has remained broadly in line with i...

在2026年全球开发者先锋大会上，上海人工智能实验室推出了SafeClaw智能体平台，该平台以“内生式安全、产业级智能”为核心能力。内生式安全方面，SafeClaw搭建安全可信监控中台，实现多层级风险识别与拦截；产业级智能方面，SafeClaw构建多层级智能体超级工厂，基于硬件级沙箱隔离实现亚秒级智能体生产，性能较主流架构提升10倍以上。（科创板日报）

双线资本（DoubleLine Capital）创始人兼首席执行官、“新债王”杰弗里·冈拉克（Jeffrey Gundlach）在最新深度访谈中发出严厉警告： 美国长达40年的利率下降周期已经终结，巨额债务正将经济推向不可持续的边缘，而狂热的私人信贷市场正如同2006年的次贷危机一样，酝酿着巨大的流动性灾难。 3月27日，在由知名财经主持人朱莉娅（Julia）主持的一场深度对话访谈中，双线资本创始人兼CEO杰弗里·冈拉克就全球宏观经济、美联储货币政策路径、私人信贷风险以及未来的资产配置方向发表了极具冲击力的观点。 作为华尔街最具影响力的固定收益投资者之一，冈拉克在长达数小时的对谈中明确表示，当前金融环境的风险正在明显积聚。 他不仅颠覆了市场对美联储“即将降息”的共识预期，更提出美国国债在未来可能面临“重组”或“软违约”的极端情景。 “因为我们背负的债务负担，以及我们目前通过2万亿美元赤字为政府融资的方式，这是完全不可持续的。如果某件事是不可持续的，那它就必须停止。”冈拉克在开场时便定下了极度审慎的基调。 美联储没有秘密，下一步行动不仅不降息反而将是“加息” 针对当前市场对美联储年内降息的狂热预期，冈拉克泼下了一盆冷水。他直言不讳地指出，美联储从来都不是利率的引领者，而是跟随者。 “我认为我们应该取消美联储，直接用两年期国债收益率作为短期利率。” 冈拉克犀利地指出，如果将过去30年的联邦基金利率和两年期国债收益率进行对比，规律显而易见：当两年期国债收益率上升并高于联邦基金利率时，美联储必定加息；反之亦然。 他详细解释了近期的市场博弈： “就在美联储宣布维持利率不变之前，所有人都在说‘美联储今年会降息两次’。我说，不，他们不会。两年期国债收益率高于联邦基金利率。在联邦基金利率现在所处的位置，以及两年期国债收益率比联邦基金利率上限高出25多个基点的情况下，你不可能看到联邦基金利率下降。” 冈拉克预测，如果原油价格维持在高位（例如WTI原油在每桶95美元左右并持续整个夏天）， “美联储绝对肯定会加息。你会越来越多地听到，这已经开始了。也许美联储的下一步行动是加息。” 私人信贷：一场重演2006年次贷危机的“彻头彻尾的灾难” 在谈及当前华尔街最炙手可热的资产类别——私人信贷时，冈拉克使用了全场最严厉的措辞，将其与导致2008年全球金融危机的次贷市场直接对标。 “去年，去年我告...

据乌克兰国际文传电讯社27日报道，乌克兰总统泽连斯基当天在一档电视节目中说，乌克兰赞成举行乌美俄三方会谈，并愿在任何地方进行。泽连斯基表示，乌方“每天与美方沟通”，但“遇到了困难”，感觉自己是谈判进程的调停者，而非冲突当事方。他说，由于中东局势和出于安全考虑，美方只能在美国举行谈判，俄方则“愿在除美国以外的任何地方会谈”。泽连斯基强调，乌方正努力促成在任何地方举行三方会谈。 (新华社)

俄罗斯国家杜马（议会下院）代表团27日结束为期两天的访美行程。该代表团成员、国家杜马国际事务委员会第一副主席斯韦特兰娜·茹罗娃等人当天对媒体表示，与美方会谈进行得很好。据俄《报纸网》27日报道，此次俄代表团是应美国会共和党籍众议员安娜·保利娜·卢纳邀请赴美访问，美方代表团由5名美国会议员组成。赴美访问的俄国家杜马代表团也由5人组成。报道说，拜登政府中断了俄美对话，此次俄美议员会谈“是双方恢复对话的一次尝试”。卢纳表示，作为两个核大国，“和平”应在俄美各项事务中位居首位。据今日俄罗斯通讯社消息，在27日会谈结束后，俄代表团团长尼科诺夫对媒体表示，双方广泛讨论了与战略稳定有关的问题，其中包括涉乌克兰问题。报道援引茹罗娃的话指出，在此次会谈中，俄美议员讨论了全球安全问题，以及人文、体育和教育领域的合作问题。（新华社）

当地时间3月27日，也门首都萨那及各胡塞武装控制地区举行大规模集会，纪念也门冲突爆发11周年并声援伊朗。分析认为，如果美以伊冲突持续，胡塞武装不排除将再次封锁曼德海峡，红海局势或再度紧张，作为全球最重要航运通道之一的红海航线安全将面临新的挑战。（CCTV国际时讯）

Veritone (VERI) has drawn fresh attention after a multi year agreement with Oracle to migrate its AI solutions to Oracle Cloud Infrastructure, along with updates to its privacy focused Redact and Data Refinery platforms. See our latest analysis for Veritone. The latest client agreement with Oracle and the earlier updates to Redact and Data Refinery come against a weak share price backdrop, with a 90 day share price return of 63.42% decline and a 5 year total shareholder return of 92.5%...

据德新社，俄罗斯总统普京表示，俄罗斯不排除与欧洲国家实现关系和解的可能性。 根据克里姆林宫发布的文字记录，普京27日在俄罗斯联邦安全会议上说：“我们从未拒绝发展这些关系，也从未拒绝恢复这些关系。”

The average one-year price target for Shennan Circuits Co. (SZSE:002916) has been revised to CN¥290.61 / share. This is an increase of 17.28% from the prior estimate of CN¥247.79 dated February 21, 2026. The price target is an average of many targets provided

Summit Therapeutics recently presented Phase III data for its investigational bispecific antibody ivonescimab at the European Lung Cancer Congress in Copenhagen, showing improved intracranial progression-free survival in EGFR‑mutated non-small cell lung cancer and confirming that a Biologics License Application has been submitted to the FDA. The breadth of the ivonescimab program, spanning 15 Phase III studies across lung and colorectal cancer and involving global and China-based trials with...

聯合國秘書長古特雷斯就霍爾木茲海峽局勢成立專門工作組。伊朗表示，會促進人道主義貨船安全通過海峽。美國總統特朗普重申，霍爾木茲海峽必須開放，又將它說成「特朗普海峽」。 路透社及內地財新網報道，中國遠洋海運集團旗下兩艘懸掛香港區旗的貨櫃船、中海北冰洋號及中海印度洋號，周五嘗試從波斯灣靠近霍爾木茲海峽，之後折返，目前仍留在波斯灣。《上海證券報》引述中遠海運負責人消息，指兩艘貨櫃船通過海峽返國的報道，都是假消息。 伊朗伊斯蘭革命衛隊早前發公告，指已關閉海峽。伊朗常駐聯合國日內瓦辦事處代表巴赫雷尼周五表示，應聯合國請求，伊朗決定促進並進一步加快人道主義貨船安全通過霍爾木茲海峽。 聯合國秘書長古特雷斯已就霍爾木茲海峽局勢成立專門工作組，核心任務是制定技術機制，促進化肥貿易，包括相關原材料的運輸流通。 美國總統特朗普重申，霍爾木茲海峽必須開放。 美國總統特朗普說：「他們必須開放特朗普海峽，我的意思是霍爾木茲。不好意思，我感到抱歉，如此可怕的錯。假新聞會說『他不小心說了』。不，我沒有不小心，不太多。」 周五在法國召開的七國集團(G7)外長會議，亦聚焦討論伊朗局勢及霍爾木茲海峽議題，歐盟外交與安全政策高級代表卡拉斯在場。 美聯社報道，美國國務卿魯比奧設法推銷美方應對伊朗戰事的戰略，但部分國家不買帳。法國表明不介入戰事，尋求外交途徑解決問題，外長巴羅指，中東局勢一旦恢復平靜，或者美國達成軍事目標，多國必須建立護航系統，恢復霍爾木茲海峽的自由安全航行。 加拿大外長阿南德就指，如果實現停火，願意就海峽問題提供協助。德國外長瓦德富爾亦稱，只要伊朗戰事結束，德方願在確保海峽航運安全方面作出貢獻，又指美國沒有要求德國採取軍事行動。

The average one-year price target for Zai Lab (SEHK:9688) has been revised to HK$21.41 / share. This is a decrease of 18.17% from the prior estimate of HK$26.16 dated February 21, 2026. The price target is an average of many targets provided by analysts. The l

伊朗戰事滿一個月，以色列攻擊伊朗核設施，更揚言要擴大攻勢；伊朗就動員逾一百萬人備戰，以防美國及以色列發動地面戰。美國國務卿魯比奧預計幾星期內結束對伊朗的行動；伊朗武裝部隊就指，只有伊朗才有資格為結束戰爭設定條件。 約旦河西岸周五晚響起防空警報，上空見到可能是集束彈藥飛過。以色列特拉維夫同日遭伊朗導彈攻擊，當地警方指有人死傷。 美聯社引述美國官員報道，伊朗同日用導彈襲擊駐有美軍的沙特蘇丹王子空軍基地，造成多名美軍受傷，多架美軍加油機受損。美國總統特朗普在社交平台發文，承認美軍加油機遇襲，但強調沒有加油機被摧毀，只有一架受損。 伊朗周五亦遭襲擊。當局指，以色列及美國攻擊伊朗兩個核設施，包括去年六月曾遭以軍攻擊位於西北部中央省的洪達卜重水反應堆及中部亞茲德省的鈾提煉工廠。以軍證實施襲，強調要繼續削弱伊朗核武計劃。 在伊朗首都德黑蘭，南部民居同日遭導彈襲擊，多人死傷。 以色列防長卡茨表示，由於伊朗無視警告，繼續向以色列民居發射導彈，以方決定將打擊行動升級。 有伊朗傳媒引述軍方消息指，德黑蘭當局擔心美以兩國可能發動「自殺式」地面戰，已動員逾一百萬人備戰。而美方亦有增兵跡象，有報道指，總統特朗普有意增派一萬名士兵在中東部署，可能為地面戰做準備。美國CNN引述消息人士報道，布殊號航母將前往包括中東地區在內的美軍中央司令部責任區。 特朗普周五在佛羅里達州一個投資論壇上提到伊朗戰事，形容戰事讓美國比以往更成功。 美國總統特朗普說︰「我們聚集的時刻正值，一個大膽行動與歷史性決定，旨在讓美國及盟友更安全、更強大、更繁榮、更成功，這就是正在發生的事。今晚我們比以往任何時候都更接近中東的崛起，終於擺脫伊朗的恐怖、侵略和核勒索。」 美國國務卿魯比奧預計，美方對伊朗的軍事行動將在數周而非數月內結束，又指美軍毋須出動地面部隊，亦可實現行動目標。美國總統特使威特科夫就認為，美國和伊朗本周將舉行會議，美方對此充滿希望。 伊朗武裝部隊發言人表示，伊朗在戰場上是勝利的一方，只有勝利者才有資格設定結束戰爭的條件，美國和以色列將被迫接受現實。

沙嶺數據園區舉行動工儀式，創新科技及工業局局長孫東表示，園區未來能成為推動香港人工智能(AI)產業發展的核心引擎。 位於新界北、接近羅湖管制站的沙嶺數據園區，舉行動工儀式。創新科技及工業局局長孫東，以及多位立法會議員等到場參與。園區佔地超過11萬平方米，總樓面面積25萬平方米，近九成將用作高端數據中心，預計2029年正式投入營運，到2032年，可為香港提供目前36倍的算力。 政府月初以5.81億元批出園區予唯一投標的潤江智算科技，租期50年。潤江母公司潤澤智算科技承諾，由開發至投入營運首三年，會累積投資238億元，預料可創造46億元經濟產出及大約180個技術性職位。 潤澤智算科技集團總裁李笠表示：「潤澤科技將匯聚香港智慧，在AI算法、研發、應用場景落地等領域，積極培育產業的生態，推動構建AI技術聯合實驗室，促進AI成果在香港轉化。」 孫東稱，政府已對工程可行性做充分研究，確保提供電力、交通及污水處理等配套設施。 創新科技及工業局局長孫東說：「相關的電力供應商具備充足的發電裝機容量與電網調動能力，可以充分保障各類用戶需求。沙嶺項目用電屬於長期、穩定、可預判的剛性需求，不存在突發性的用電。」 由數字辦牽頭，包括消防、土木工程、環境生態等政府部門的跨部門專班，即日開始投入運作，會全程跟進項目情況與提供支援。

沙嶺數據園區舉行動工儀式，創新科技及工業局局長孫東表示，園區未來能成為推動香港人工智能(AI)產業發展的核心引擎。 位於新界北、接近羅湖管制站的沙嶺數據園區，舉行動工儀式。創新科技及工業局局長孫東，以及多位立法會議員等到場參與。園區佔地超過11萬平方米，總樓面面積25萬平方米，近九成將用作高端數據中心，預計2029年正式投入營運，到2032年，可為香港提供目前36倍的算力。 政府月初以5.81億元批出園區予唯一投標的潤江智算科技，租期50年。潤江母公司潤澤智算科技承諾，由開發至投入營運首三年，會累積投資238億元，預料可創造46億元經濟產出及大約180個技術性職位。 潤澤智算科技集團總裁李笠表示：「潤澤科技將匯聚香港智慧，在AI算法、研發、應用場景落地等領域，積極培育產業的生態，推動構建AI技術聯合實驗室，促進AI成果在香港轉化。」 孫東稱，政府已對工程可行性做充分研究，確保提供電力、交通及污水處理等配套設施。 創新科技及工業局局長孫東說：「相關的電力供應商具備充足的發電裝機容量與電網調動能力，可以充分保障各類用戶需求。沙嶺項目用電屬於長期、穩定、可預判的剛性需求，不存在突發性的用電。」 由數字辦牽頭，包括消防、土木工程、環境生態等政府部門的跨部門專班，即日開始投入運作，會全程跟進項目情況與提供支援。

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Fears grow that Tehran may start activating sleeper cells across Middle East as part of war with US and Israel Middle East crisis – live updates Gulf countries have raised concerns over the prospect of attacks by Iran-backed militias and proxy armed groups in the region, which they fear could destabilise their regimes and escalate the war in the Middle East. In a joint statement this week, Qatar, Kuwait, the United Arab Emirates, Bahrain, Saudi Arabia and Jordan condemned Iranian attacks on their soil, both as strikes carried out directly from Iran and “through their proxies and armed factions they support in the region”. Continue reading...

Turkish immigrants to Germany in the 60s were seen as temporary labour, not people. Today’s government in Berlin is at risk of repeating the mistake A few weekends ago, I went to the flea market in Bomonti, a neighbourhood on the European side of Istanbul. I go there regularly, and over the years I’ve accumulated a small collection of things: embroidered napkins, records, old issues of House & Garden, earrings, candle holders. It is usually on the days when you are not looking for anything in particular that you find the most interesting things – or, as the Turkish writer Sabahattin Ali once wrote, “some things we never know we need until we find them”. That particular Sunday, strolling through the stalls, I came across a book from 1965 titled Türkler için Almanca – Deutsch für Türken (German for Turks). It was among the first language textbooks of its kind, widely distributed to the so-called Gastarbeiter – “guest workers” – who came to West Germany in the 1960s and 70s. The economic boom of the 1950s had created an acute labour shortage, prompting the recruitment of workers from abroad. A bilateral agreement with Turkey, signed in 1961, facilitated the arrival of hundreds of thousands of Turkish men and women to come and work in German factories. Officially, their stay was meant to be temporary. Workers came alone; families stayed behind. A copy of the language book I found 60 years later at a flea market in Istanbul would have been in the suitcases of many of these workers. Carolin Würfel is a writer, screenwriter and journalist who lives in Berlin and Istanbul. She is the author of Three Women Dreamed of Socialism Continue reading...

️ Updates from qualifying in Suzuka; start: 6am GMT ️ Preview piece link | Follow us on Bluesky | Mail Philip Plus ça change, plus c’est la même chose ? George Russell may hope not. The comprehensive changes in Formula One’s regulations mean 2026 is very different to 2025 in many regards, but a similarity between the results of the first two grands prix this year and last could hint at one enduring echo of the previous campaign. Continue reading...