图片来源：ILLUSTRATION BY ZOHAR LAZAR FOR FORBES 数百家私募股权公司如今深陷竞争泥潭，手握几乎无人问津的投资组合，苦苦寻觅新资本的“救命稻草”，而它们的投资者正日渐失去耐心。 就在一年多前，纽约的Vestar Capital向其有限合伙人发出了一则令人意外的消息：历经数十年发展后，公司决定搁置第八支私募股权基金的募集计划，转而专注于盘活现有企业投资组合。该公司...
图片来源：ILLUSTRATION BY ZOHAR LAZAR FOR FORBES 数百家私募股权公司如今深陷竞争泥潭，手握几乎无人问津的投资组合，苦苦寻觅新资本的“救命稻草”，而它们的投资者正日渐失去耐心。 就在一年多前，纽约的Vestar Capital向其有限合伙人发出了一则令人意外的消息：历经数十年发展后，公司决定搁置第八支私募股权基金的募集计划，转而专注于盘活现有企业投资组合。该公司最近一只基金——2018年募资11亿美元成立的Vestar Capital Partners VII，如今业绩惨淡，内部收益率仅为7.7%，远低于同期标普指数14%的平均回报率。 Vestar诞生于1988年，正值私募股权行业的第一次繁荣期。同年，纽约一家气势张扬的公司KKR（Kohlberg Kravis & Roberts）以250亿美元（按如今价值折合700亿美元）收购了行业巨头RJR Nabisco。彼时，这类交易还被称作杠杆收购，交易操盘者则被冠以“企业狙击手”的名号。自那以后，行业天翻地覆：如今全球私募股权公司超1.5万家，管理资产规模达9万亿美元，私募股权已然成为主流。Vestar的创始团队均是第一波士顿银行（First Boston）的银行家，离职后专注于企业并购交易，包括红色塑料杯之王Solo、以Milk-Bone狗零食闻名的宠物品牌Big Heart Pet Brands等，其中最成功的一笔交易是：以1.75亿美元收购Birds Eye Foods，后于2009年以13亿美元售出。 但如今，Vestar正将精力聚焦于过去13年间收购的12家企业，包括素食品牌Dr. Praeger’s、冷冻浆果加工商Titan以及宠物替代药物生产商PetHonesty。2023年以来，Vestar没有将任何一家新公司纳入投资组合，2025年仅宣布了一笔出售交易：将2019年入股的饼干生产商Simple Mills以7.95亿美元出售给Flowers Foods Inc.公司。 在一个依靠持续收购、转售企业实现盈利的行业，Vestar的未来成了一个未知数。据其最新的美国证券交易委员会（SEC）备案文件，公司资产管理规模已从15年前的70亿美元萎缩至2024年的33亿美元。Vestar对本报道拒绝置评。 01 欢迎来到私募股权的“僵尸私募”新时代 。类似的故事正在北美和欧洲各...
A lot of attention is being directed to the exciting things happening in the world of commerce. Companies that make it into Berkshire Hathaway's equities portfolio usually pass the Oracle of Omaha's test in terms of quality. However, that doesn't mean the investments are guaranteed to work out well. Thorough analysis requires understanding downside variables. One of Warren Buffett's top stocks, wh...
A lot of attention is being directed to the exciting things happening in the world of commerce. Companies that make it into Berkshire Hathaway's equities portfolio usually pass the Oracle of Omaha's test in terms of quality. However, that doesn't mean the investments are guaranteed to work out well. Thorough analysis requires understanding downside variables. One of Warren Buffett's top stocks, which makes up more than 16% of the conglomerate's portfolio, faces a big competitive risk. But there are reasons investors shouldn't worry just yet. Looking at the rise of innovative payment mechanisms In the past few years, two of the most prominent developments in the payments industry have been fintech services, such as buy now, pay later (BNPL), and stablecoins. The former can appeal to younger consumers struggling with high costs who don't want to take on credit card debt. The latter provides fast and cheap transfers, which might draw the attention of merchants looking to avoid transaction fees. Well-known payment processing companies, like PayPal, Fiserv, and Stripe, have issued their own stablecoins or accept them as payments. And with the Genius Act, favorable legislation was passed in 2025 that provides a regulatory framework for stablecoins. This can instill confidence in the industry. Expand NYSE : AXP American Express Today's Change ( 1.33 %) $ 4.73 Current Price $ 359.35 Key Data Points Market Cap $247B Day's Range $ 354.62 - $ 361.39 52wk Range $ 220.43 - $ 387.49 Volume 14 Avg Vol 2.8M Gross Margin 60.65 % Dividend Yield 0.91 % American Express is thriving BNPL and stablecoins are two innovations that can pose a potential threat to American Express (AXP +1.33%), a leading Buffett stock, which generated $9.9 billion in revenue from merchants and $2.6 billion in card membership fees in the fourth quarter of 2025. But it's worth mentioning that Amex just reported double-digit percentage revenue and earnings-per-share growth last year, with the same pace forecast ...
For Immediate Release Chicago, IL – February 9, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Advanced Micro Devices, Inc. AMD, Constellation Energy Corp. CEG and Freeport-McMoRan Inc. FCX, as well as...
For Immediate Release Chicago, IL – February 9, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Advanced Micro Devices, Inc. AMD, Constellation Energy Corp. CEG and Freeport-McMoRan Inc. FCX, as well as a micro-cap stock iPower Inc. IPW. Here are highlights from Friday’s Analyst Blog: Top Analyst Reports for AMD, Constellation Brands and Freeport-McMoRan The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Advanced Micro Devices, Inc., Constellation Energy Corp. and Freeport-McMoRan Inc., as well as a micro-cap stock iPower Inc. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today’s research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Pre-Markets Rebounding Ahead of Super Bowl Sunday Today's Featured Research Reports Shares of AMD have gained +18.1% over the past six months against the Zacks Computer - Integrated Systems industry’s gain of +63.5%. The company’s prospects are benefiting from strong demand for EPYC processors that power cloud and enterprise workloads. Em...
For Immediate Release Chicago, IL – February 9, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Advanced Micro Devices, Inc. AMD, Constellation Energy Corp. CEG and Freeport-McMoRan Inc. FCX, as well as...
For Immediate Release Chicago, IL – February 9, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Advanced Micro Devices, Inc. AMD, Constellation Energy Corp. CEG and Freeport-McMoRan Inc. FCX, as well as a micro-cap stock iPower Inc. IPW. Here are highlights from Friday’s Analyst Blog: Top Analyst Reports for AMD, Constellation Brands and Freeport-McMoRan
Stock index futures edged lower on Monday as investors prepared for a busy week of economic data, including the January jobs report and retail inflation figures. Now, here are five news stories that broke overnight to watch out for: China urges Treasury pullback: Chinese regulators have reportedly asked major financial institutions to limit their exposure to U.S. Treasuries, citing concentration r...
Stock index futures edged lower on Monday as investors prepared for a busy week of economic data, including the January jobs report and retail inflation figures. Now, here are five news stories that broke overnight to watch out for: China urges Treasury pullback: Chinese regulators have reportedly asked major financial institutions to limit their exposure to U.S. Treasuries, citing concentration risk and market volatility concerns. Officials advised banks to curb new purchases of U.S. government bonds and instructed institutions with large existing positions to gradually reduce their holdings, according to Bloomberg. Anti-American apps surge in Denmark: Mobile apps that help shoppers identify and boycott American products have seen a spike in downloads, particularly in Denmark, amid renewed controversy over U.S. President Donald Trump’s remarks on Greenland. The creator of the “Made O’Meter” app, Ian Rosenfeldt, reported ~30,000 downloads in just three days at the height of the transatlantic diplomatic crisis in late January, pushing total downloads past 100,000 since its March launch. Dollar tracks Trump approval: President Donald Trump’s approval ratings are highly correlated with the U.S. dollar’s movements, according to BofA Securities. The greenback has fallen around 10% since Trump’s inauguration, mirroring his declining approval ratings. Strategist Michael Hartnett noted the relationship appears counterintuitive, as a weak dollar policy typically boosts manufacturing in rustbelt swing states like Pennsylvania, Michigan, and Wisconsin. Super Bowl Indicator returns: With the National Football League crowning its champion, a familiar market superstition is making the rounds on Wall Street. The theory suggests U.S. equities tend to rise in years when a National Football Conference team wins the Super Bowl, while an American Football Conference victory supposedly signals a weaker year for stocks. Kroger names new CEO: Kroger ( KR ) plans to appoint Greg Foran as i...
Eisai press release ( ESALF ): for the Nine-Month Period Ended December 31, 2025 reported GAAP EPS of ¥148.31. Revenue of ¥619.95B (+3.1% Y/Y). More on Eisai: Eisai Co., Ltd. 2026 Q3 - Results - Earnings Call Presentation Eisai Co., Ltd. (ESAIY) Discusses Value Creation Initiatives, ESG, and Dementia Area Contributions Transcript Eisai Co., Ltd. (ESAIY) Discusses Value Creation Initiatives, ESG, a...
Eisai press release ( ESALF ): for the Nine-Month Period Ended December 31, 2025 reported GAAP EPS of ¥148.31. Revenue of ¥619.95B (+3.1% Y/Y). More on Eisai: Eisai Co., Ltd. 2026 Q3 - Results - Earnings Call Presentation Eisai Co., Ltd. (ESAIY) Discusses Value Creation Initiatives, ESG, and Dementia Area Contributions Transcript Eisai Co., Ltd. (ESAIY) Discusses Value Creation Initiatives, ESG, and Dementia Area Contributions - Slideshow Seeking Alpha’s Quant Rating on Eisai Historical earnings data for Eisai
In this article NVDA AMZN GOOGL META ORCL MSFT Follow your favorite stocks CREATE FREE ACCOUNT Big Tech stocks were treading water in premarket trading on Monday, after a bruising week that saw more than $1 trillion wiped from their market caps. As of 6:12 a.m. ET, Oracle was up 1.5% and Microsoft had edged 0.8% higher. Meta was down 0.3% and Amazon was down 0.1%. Alphabet fell 0.6% and Nvidia was...
In this article NVDA AMZN GOOGL META ORCL MSFT Follow your favorite stocks CREATE FREE ACCOUNT Big Tech stocks were treading water in premarket trading on Monday, after a bruising week that saw more than $1 trillion wiped from their market caps. As of 6:12 a.m. ET, Oracle was up 1.5% and Microsoft had edged 0.8% higher. Meta was down 0.3% and Amazon was down 0.1%. Alphabet fell 0.6% and Nvidia was down around 1% after rebounding 7.9% on Friday. The market grew jittery last week after expenditure outlooks continued to shoot through the roof in Big Tech earnings last week, as companies doubled down on AI bets. Amazon, Alphabet, Microsoft and Meta reported a combined capital expenditure of about $120 billion in the fourth quarter alone. The figure could hit $660 billion in 2026, the Financial Times reported, higher than the gross domestic product of countries like the United Arab Emirates, Singapore and Israel. Cloud companies' growing margins come alongside "potential stock volatility" amid macro headwinds, said Justin Post, a research analyst at Bank of America Securities, in a note on Monday. "But management teams seem confident in their ability to forecast demand and that capacity will be fully utilized in 2026," he added. watch now VIDEO 8:34 08:34 Nvidia CEO Jensen Huang: AI is going to fundamentally change how we compute everything Halftime Report This is a developing news story. Refresh for updates.
经过近两年高速演进，生成式人工智能正从“技术可行”走向“价值可行”的关键验证期。围绕人工智能+如何落地，行业已形成若干共识，但在更关键的路径选择上仍存在深刻分歧。这些分歧的走向，将决定AI能否真正成为新质生产力。 三个共识 （一）落地瓶颈已从供给侧转向需求侧 过去两年，“人工智能+”的讨论重点主要集中在算力、模型和数据等供给侧要素。进入2026年，这些问题虽未完全解决，但已不再构成规模化落地的唯一核心矛盾。真正制约AI扩展应用的，正在转向需求侧：真实业务需求是否成立，组织是否愿意为AI调整流程，以及AI带来的效率增量能否覆盖引入与改造成本。 麦肯锡2025年调研显示，在受访的中大型企业中，88%已在至少一个业务职能中使用AI，但仅三分之一实现规模化部署；62%的企业在试验AI智能体，仅23%完成规模化落地[数据来源：麦肯锡《2025年人工智能全球调查》（Th e Stat e of AI: Global Survey 2025）]。目标不明确、集成准备不足、难以证明商业价值位列阻碍因素前三，均指向需求侧。 （二）企业级AI落地面临定制化困局 数据显示，当前AI解决方案约70%需要定制，仅30%可标准化复制[数据来源：Gartner，IDC调研]。定制化比例偏高本身不是问题，关键在于定制化投入既难以有效变现，又难以持续沉淀为可复用的产品能力。 从技术与业务结构看，对话界面、基础工作流等交互层能力相对容易标准化，但一旦进入核心业务逻辑、数据语义与系统集成层，企业差异迅速放大，通用化难度显著上升。这决定了当前企业级AI落地仍主要依赖“API调用+定制服务”的交付模式，实施过程高度依赖人力投入。 在此结构下，AI服务商需要在单个项目中投入大量定制开发、算法调优与系统集成资源，但客户付费能力与付费意愿有限，往往难以覆盖真实成本。以工业巡检等场景为例，算法团队、科研院所与用户企业需要长期协同、反复打磨，但相关投入如何定价、如何在多方之间合理分摊，至今尚未形成可复制的成熟模式。更重要的是，如果定制项目中积累的行业know-how、数据资产和解决方案无法沉淀为模块化产品能力，每个项目往往停留在一次性交付的状态，企业级AI将难以形成规模效应。 （三）商业模式尚未跑通，价格竞争加剧压力 C端AI应用依托移动互联网生态快速获客，头部产品月活已达亿级，但用户规模尚未有效转化为收入，订阅付费...
The Philippines “will consider” an invitation from US President Donald Trump to join his proposed “Board of Peace”, Manila’s envoy to Washington said, a move that has drawn scepticism from critics who warn Manila could be embarrassed by signing up to what they see as a volatile, personality-driven initiative. Trump had personally invited President Ferdinand Marcos Jnr to be part of the board, but ...
The Philippines “will consider” an invitation from US President Donald Trump to join his proposed “Board of Peace”, Manila’s envoy to Washington said, a move that has drawn scepticism from critics who warn Manila could be embarrassed by signing up to what they see as a volatile, personality-driven initiative. Trump had personally invited President Ferdinand Marcos Jnr to be part of the board, but the Philippine leader had not yet decided whether to accept, Jose Manuel Romualdez said. While several governments had received invitations earlier, Romualdez told This Week in Asia in an exclusive interview on Friday that “the White House gave me [Trump’s] letter … about a week and a half ago” with precise instructions “to hand it directly to President Marcos”. Advertisement He managed to hand it over to Marcos only on Friday, the ambassador said, adding that he had seen the contents of the letter. Marcos has not officially replied yet. Philippine President Ferdinand Marcos Jnr waves after delivering his keynote speech at the Apec CEO summit in Gyeongju, South Korea, on October 31, 2025. Photo: AP From what he knew about the “Board of Peace”, it was created by Trump “to be able to reconstruct and redo the entire Gaza Strip”, Romualdez said. “He formed this and he chose the number of heads of state that he wanted to invite. President Marcos was one of them.”
Uber Technologies ( UBER ) and Mubadala Investment Company have entered an agreement for Uber to acquire Getir’s delivery portfolio in Türkiye. This deal underscores Uber’s continued investment in Türkiye, bringing Getir and Trendyol Go delivery under the Uber umbrella. Following the closing of the deal, Uber plans to combine the strengths of Getir and Trendyol Go, increasing selection for consume...
Uber Technologies ( UBER ) and Mubadala Investment Company have entered an agreement for Uber to acquire Getir’s delivery portfolio in Türkiye. This deal underscores Uber’s continued investment in Türkiye, bringing Getir and Trendyol Go delivery under the Uber umbrella. Following the closing of the deal, Uber plans to combine the strengths of Getir and Trendyol Go, increasing selection for consumers, supporting more delivery opportunities for couriers, and driving increased demand to restaurants and retailers across Türkiye. Getir consumers will continue to access delivery services through the Getir Super App, but with the benefit of more restaurants from Trendyol Go. Additionally, Trendyol Go customers will be able to access Getir’s grocery offerings directly through the Trendyol Go app. Source: Press Release More on Uber Uber Technologies, Inc. 2025 Q4 - Results - Earnings Call Presentation Uber's Q4: Market Is Selling, I'm Buying Uber Technologies, Inc. (UBER) Q4 2025 Earnings Call Transcript Uber, Adyen renew global partnership 20 out of 23 S&P 500 industrial stocks beat EPS estimates this week: Earnings Scorecard
KBR ( KBR ) has been awarded two firm-fixed-price task orders totaling $103 million under the United States Space Force – Decision Support for Headquarters (HQ) USSF Analysis contract. These follow on awards will be executed in Chantilly, Virginia and further strengthen KBR’s role as a trusted partner in national defense and space operations. Under the terms of the contract, KBR will deliver data ...
KBR ( KBR ) has been awarded two firm-fixed-price task orders totaling $103 million under the United States Space Force – Decision Support for Headquarters (HQ) USSF Analysis contract. These follow on awards will be executed in Chantilly, Virginia and further strengthen KBR’s role as a trusted partner in national defense and space operations. Under the terms of the contract, KBR will deliver data analysis and specialized technical expertise to support strategic decision-making, capability development and personnel readiness across the USSF and Department of the Air Force (DAF) over a three-year period of performance. More on KBR, Inc KBR: Engineering Tomorrow With Proprietary Decarbonization And Circularity KBR wins $149M contract for Air Force life cycle management center project KBR secures prime position on $151B MDA SHIELD IDIQ contract Seeking Alpha’s Quant Rating on KBR, Inc Historical earnings data for KBR, Inc
Eoneren/E+ via Getty Images With all the interest and hype around the massive requirement for data centers (DCs), many investors are looking for ways to quickly profit from the phenomenon. Risk is, however, emerging in the ecosystem as companies like Blue Owl Capital ( OWL ) provide large loans to the cash-starved up-and-comers that require massive upfront CapEx to build out the infrastructure. Th...
Eoneren/E+ via Getty Images With all the interest and hype around the massive requirement for data centers (DCs), many investors are looking for ways to quickly profit from the phenomenon. Risk is, however, emerging in the ecosystem as companies like Blue Owl Capital ( OWL ) provide large loans to the cash-starved up-and-comers that require massive upfront CapEx to build out the infrastructure. This has suddenly emerged as a major under-the-surface risk in the current infrastructure boom. Private credit and the risk being taken there are fast becoming a major touchpoint for the investor community. My take on the issue is a little bit different. Why chase the high-risk, unprofitable newcos or the lenders when you have the king of DC's trading at a reasonable valuation right here in front of you? Yes, you won't get rich quickly, but what you will get is a high-quality global powerhouse with a long track record of growth, profits, and dividends. They get to benefit from the infrastructure boom, and you do too in a slow, compounding fashion without the sleepless nights that come with the high-risk cohort. Equinix ( EQIX ) is the king I'm referring to, and if you're a long-term investor, now is a great time to buy some. The DC King Although structured as a REIT, what you are getting when you invest in EQIX is a global digital infrastructure behemoth. This is a massive business that operates under a couple of core pillars. The first is its data center footprint (70% of revenue), which is spread far and wide and counts the most enviable cities in the world as their address. We're talking about PRIME real estate here: 273 DCs across 36 countries in 77 markets. These buildings cover over 34 million gross square feet of capacity and service both retail client colocation (Retail IBX - international business exchange) as well as large hyperscale deployments known as xScale. These sites are almost fully (96%) covered by renewable energy, and there is room to grow with around 3GW...
Edgewell press release ( EPC ): Q1 Non-GAAP EPS of $0.03 beats by $0.19 . Revenue of $486.8M (+1.8% Y/Y) beats by $9.12M . Continuing Operations Basis (Excluding the Feminine Care Business) Net sales were $422.8 million, an increase of 1.9% compared to the prior year quarter. Organic net sales decreased 0.5% (Organic basis excludes the impact from currency movements). GAAP Diluted Net Earnings (Lo...
Edgewell press release ( EPC ): Q1 Non-GAAP EPS of $0.03 beats by $0.19 . Revenue of $486.8M (+1.8% Y/Y) beats by $9.12M . Continuing Operations Basis (Excluding the Feminine Care Business) Net sales were $422.8 million, an increase of 1.9% compared to the prior year quarter. Organic net sales decreased 0.5% (Organic basis excludes the impact from currency movements). GAAP Diluted Net Earnings (Loss) Per Share ("EPS") were $(0.63), compared to $(0.21) in the prior year quarter. Adjusted EPS were $(0.16), compared to $(0.10) in the prior year quarter. Outlook: Reported net sales are now expected to increase in the range of approximately 0.5% to 3.5% (no change to previous outlook) vs. estimated growth of 1.63% Y/Y Includes an estimated 150-basis point positive impact from foreign currency changes Organic net sales are expected to be in the range of a 1.0% decrease to a 2% increase (no change to previous outlook) GAAP EPS is expected to be in the range of $0.55 to $0.95 (previously $1.10 to $1.50 on a consolidated basis) Includes: Restructuring and related costs*, Sun Care reformulation, Other costs Adjusted EPS is expected to be in the range of $1.70 to $2.10 (vs $2.34 consensus) (previously $2.15 to $2.55 on a consolidated basis) Reflects a $0.44 per share reduction from classifying the Feminine Care business as discontinued operations. On an annualized basis, this impact would be approximately $0.20 per share, compared to the Company's prior annualized outlook in the range of a $0.40 to $0.50 per share impact Adjusted gross margin is expected to increase approximately 60-basis points (no change to previous outlook). Adjusted operating margin is expected to decrease approximately 50-basis points (no change to previous outlook), reflecting 70-basis points from higher A&P investment in the current year and 30-basis points from increased SG&A expense reflecting lower incentive compensation in the prior year Adjusted EBITDA is expected to be in the range of $245 to $265...
2026年伊始，自动驾驶产业发展的冲锋号，从大洋彼岸吹过来。 在审议《2026年自动驾驶汽车法案》草案的听证会上，美国自动驾驶政策风向发生180 度大转弯。 委员会主席Bilirakis高喊，立法核心动力是“战胜中国”（This legislation is also necessary to successfully compete against communist China）。会议推出了精...
2026年伊始，自动驾驶产业发展的冲锋号，从大洋彼岸吹过来。 在审议《2026年自动驾驶汽车法案》草案的听证会上，美国自动驾驶政策风向发生180 度大转弯。 委员会主席Bilirakis高喊，立法核心动力是“战胜中国”（This legislation is also necessary to successfully compete against communist China）。会议推出了精准解决商业化三大“拦路虎”的方案： 一是产能的解放。 针对无方向盘车辆，此前每家车企每年仅有2500辆的豁免额度，这仅够维持小规模测试。新规将其大幅提升至 90000辆 ，跨过了量产化的红线，被视为专门为特斯拉Cybercab和Waymo的大规模量产开绿灯。 二是权力的回收。 此前加州等地法规严苛，车企面临法规割裂的困局。新规提出的“联邦优先权（Preemption） ” ，拟禁止各州自行制定自动驾驶性能标准，确立了联邦法律的至高地位，以防止类似加州对Robotaxi实施的严苛限制再次出现。 三是监管逻辑的进化。 企业不再需要向政府提交极其详尽的原始代码，这既涉及核心商业机密，又超出了政府的审计能力。而是改为提交 “安全案例报告（Safety Case） ”，通过证明系统如何有效应对碰撞来获取准入。 这一连串政策组合拳，恰好对应了自动驾驶商业化演进的客观规律。 在“2025车路云50人年度论坛”上，Momenta粤港澳大湾区战略负责人孙雷指出，未来5-8年，Robotaxi商业化将经历 车型、规模和运营 三大战役。 拿到9万辆豁免权，实现量产，才有望打赢 以规模经济为核心的“车型之战” ；政策松绑助力企业向更多城市扩张， 突破单城千辆的门槛， 才能 决胜“规模之战” ；而Safety Case 的引入，确立了 “运营之战”所急需的全新监督管理机制。 可以说，美国《2026年自动驾驶法案》是为 本土巨头如Tesla、Waymo、Zoox等量身定制， 它精准解决了特斯拉的产能瓶颈、Waymo的扩张壁垒。 相比之下，中国Robotaxi企业萝卜快跑、小马智行虽然路测领先，但在去人化量产的法律确权上，仍需进一步提速以保持在全球制度竞争中的战略身位。 9万辆,为特斯拉Cybercab开绿灯 没有标准化的量产车型，就没有可行的经济模型，Robotaxi 的规模化更无从谈起。 Momen...
Meta has been warned by EU regulators that it might have to take steps to open up access to WhatsApp for rival artificial intelligence (AI) chatbots. The European Commission, the EU’s executive body, said Meta had effectively banned competitors from its messaging app and risked “irreparably harming competition in Europe”. Meta responded to say there was “no reason” for the EU to intervene in its p...
Meta has been warned by EU regulators that it might have to take steps to open up access to WhatsApp for rival artificial intelligence (AI) chatbots. The European Commission, the EU’s executive body, said Meta had effectively banned competitors from its messaging app and risked “irreparably harming competition in Europe”. Meta responded to say there was “no reason” for the EU to intervene in its protocols. In a statement of objections, the Commission set out its preliminary view that the technology giant breached EU antitrust rules by excluding third-party AI assistants from accessing and interacting with users on WhatsApp. WhatsApp provides a chatbot through its own tool Meta AI, which uses generative AI technology to answer questions and have conversations with users, and create AI-generated images. The Commission said it thinks Meta is likely to be abusing its dominant position in the wider consumer communications market in Europe by refusing access to WhatsApp for other businesses, therefore blocking rival AI chatbots from reaching consumers. Teresa Ribera, an executive at the European Commission in charge of competition policy, said: “Artificial intelligence is bringing incredible innovations to consumers, and one of these is the emerging market of AI assistants. “We must protect effective competition in this vibrant field, which means we cannot allow dominant tech companies to illegally leverage their dominance to give themselves an unfair advantage. “AI markets are developing at rapid pace, so we also need to be swift in our action. “That is why we are considering quickly imposing interim measures on Meta, to preserve access for competitors to WhatsApp while the investigation is ongoing, and avoid Meta’s new policy irreparably harming competition in Europe.” Meta has the chance to reply to the Commission’s concerns and the right to defend its policy. A spokesman for Meta said: “The facts are that there is no reason for the EU to intervene in the WhatsApp Busi...
Goldman Sachs analysts led by Gail Hafif says some big influential CTAs are ready to push the sell button on U.S. stocks, especially if the S&P 500 sinks further.
Goldman Sachs analysts led by Gail Hafif says some big influential CTAs are ready to push the sell button on U.S. stocks, especially if the S&P 500 sinks further.