Prediction: While Big Tech Grabs Headlines, These Small AI Stocks Could Outperform The Motley Fool

作者｜靖宇 「这里是圣何塞的墨西哥裔社区，一定有很好吃的 Tacos。」 我和英伟达智驾团队的人以及安全员，在全新的奔驰 CLA 量产车上，望向窗外，渴望着美国美味的平民美食。 在两天 GTC 2026 大会的密集信息轰炸之后，虽然只是一台 A 级车，但是这不太富裕的空间中，还是出现了少有的平静。 这是英伟达在 GTC 2026 期间为媒体安排的试驾体验——搭载英伟达 L2++ 智驾方案，我们绕着圣何塞市区开了大概 40 分钟。 和国内智驾的试驾，专门喜欢找重庆成都这样交通难度巨高的地段不同，这段圣何塞的试驾显得如此波澜不惊，和西海岸人们的 Chill 生活一样。以至于当英伟达的同学问我体验如何的时候，我只能说「 就没什么挑战吧？ 」 英伟达智驾的同学说，确实，不过这最贴近一个美国人上下班的通勤状况，符合美利坚国情。 但其实，在平静的试驾下，英伟达在整个智驾行业的野心，却波涛汹涌。 01 有礼貌，但是机械的礼貌 坐进车里，主驾是英伟达的安全员，副驾是英伟达的智驾工程师。车缓缓开上街道，方向盘开始自己转动。 第一个让我印象深刻的细节，是在一个四向停路口。美国交通有一套复杂的路权规则，四向停的通行顺序按先到先得排序，多车同时停下靠的是礼让和眼神博弈。这套规则我作为中国人，开车上路之前真花了一阵才搞清楚。但这辆车，不仅认出了这是一个四向停，还清楚判断出该轮到谁走——等了一下，然后稳稳开过去。 第二个细节是换道。遇到更高速的变道带，车会提前减速，不是那种「刹一下」的急促感，而是带着预判的、平滑的节奏，和一个经验丰富的老司机很像。 圣何塞街头车流并不湍急｜图片来源：极客公园 但最有意思的，是在一个人行横道前发生的一幕。 路边有行人，但距离并不近。系统判断：可以通过。于是车没有停，继续向前。就在这一刻，安全员一脚踩下了刹车，把车刹住，让行人先过。 这一脚踩得非常自然，熟练得像是早已预料到会发生。 我坐在后座，脑子里浮出一个词： 有礼貌，但是机械的礼貌。 系统的判断在逻辑上没有错，行人确实还远，按规则它有权通行。但人类开车，面对那种场景，往往会多给一点余量，让对方先走。这种「超出规则的礼让感」，暂时还不在这套系统的字典里。 02 端到端模型，加上一道「安全防火墙」 在试驾的前一天，极客公园在 GTC 会场和英伟达汽车业务 VP Ali Kani 做了一场约 30 分钟的专访。他告...

当地时间21日，拉美和加勒比国家共同体第十届峰会在轮值主席国哥伦比亚首都波哥大举行。约30个拉美国家的国家元首、政府首脑和代表出席峰会。峰会通过《波哥大宣言》，表达对区域一体化的坚定承诺，以加强拉共体作为地区政治对话、磋商与协作核心空间的作用，并在全球议程中提升拉美地区集体影响力。宣言重申对《宣布拉美和加勒比为和平区的公告》的承诺，对违反联合国宪章的武力威胁或使用武力表示关切。 宣言指出，参加中国-拉共体论坛第四届部长级会议的成员国对其成功举办予以高度评价，并认为《中国-拉共体成员国重点领域合作共同行动计划(2025-2027)》为加强政治对话、南南合作和相互理解指明了方向。针对当前面临的严峻挑战，宣言提出要深化在打击跨国犯罪组织、粮食安全、卫生自给、能源（850101）一体化等领域的区域合作。 峰会期间，乌拉圭接任2026年至2027年拉共体轮值主席国。(新华社)

即使是经历了2025年9月罗永浩吐槽西贝的舆论风波，不少业内人士和普通消费者也没有想到，在全国原来拥有400多家分店的西贝西北菜，会如此迅速地陷入经营困境。 图源：网络 2026年1月以来，西贝接连传出关店102家、累计亏损超6亿元的消息。总部人员规模从500余人压缩至200人左右，裁员比例超六成。3月6日，有媒体曝出，西贝内部下发通知，除最基层服务员与后厨帮工外，门店运营骨干几乎全部被纳入薪酬缓发计划，店长、厨师长薪资同步降薪30%。 与此同时，西贝创始人贾国龙卸任主品牌CEO的消息也得到确认，由创业老将董俊义接任，全面主持日常管理工作。贾国龙并未沉寂，在西贝品牌陷入低谷之际，他的新创业项目“天边砂锅焖面”已在北京798艺术区落地，新店人均消费40—50元。 图源：网络 如今贾国龙采取的一系列自救措施，能否奏效？未来西贝乃至整个连锁餐饮行业，又将迎来哪些新的突围思路？ “消失两个月”，贾国龙到处找钱 尽管过去半年里，西贝和贾国龙始终被各种争议包围，但企业并非没有传来积极消息。比如在2025年9月预制菜危机发生后，贾国龙还宣布给员工加薪，并推进一些与餐饮主业关联度不高的尝试，例如为每家门店配备月薪过万元的10名魔术师。 西贝创始人贾国龙 图源：网络 一个积极信号是，多位行业大佬相继入局西贝。今年1月，西贝完成融资的消息不胫而走。据国家企业信用信息公示系统显示，1月20日，内蒙古西贝餐饮集团有限公司发生工商变更。据天眼查信息，新增股东中，台州新荣泰投资有限公司、呼和浩特市集体共创企业管理中心（有限合伙）、杭州舟轩股权投资管理合伙企业（有限合伙）、周澔宇、成都迅达光电有限公司持股比例依次为4.4209%、4.4209%、2.2104%、0.4421%、0.0884%。 图源：网络 据公开资料，此次新入股的台州新荣泰投资有限公司成立于2009年，实控人为高端餐饮品牌新荣记的创始人张勇。而杭州舟轩股权投资管理合伙企业（有限合伙）的实控人为胡晓明，其曾是阿里合伙人、蚂蚁集团CEO，同时还是贾国龙MBA商学院的同学。最重要的是胡晓明担任农业科技公司“一米八”董事长，这家公司此前就负责西贝的食材供应商之一。 胡晓明 图源：微博 3月18日，一则“95亿身家富豪入股西贝”的消息在餐饮行业引发广泛关注。天眼查工商信息显示，内蒙古西贝餐饮集团有限公司再新增林来嵘为股东，注册资本由约1....

格隆汇3月22日｜特斯拉在社交平台发文称，携手SpaceX与人工智能公司xAI，我们正在建造史上规模最大的芯片制造工厂TERAFAB（年产能1太瓦），将逻辑芯片、存储芯片与先进封装技术集于一体。为了尽可能高效地利用太阳能，我们需要每年将1亿吨太阳能收集设备送入太空。这需要极其庞大的规模：具备向轨道发射数百万吨物资的能力、太阳能供能的人工智能卫星、数百万台特斯拉擎天柱机器人协助建造。所有这些都需要芯片，仅Optimus机器人就需要100-200吉瓦的芯片，而太阳能人工智能卫星更需太瓦级别的芯片。这一需求已超过当今全球所有芯片制造商的总产能，甚至超过它们在2030年的预计产能（基于预期增长）。打造TERAFAB，正是为了弥合当下芯片产能与未来需求之间的鸿沟，创造一个属于星际文明的未来。

靳磊是厦门大学经济学硕士，长期任职家乡河南，2019年底参与中组部统筹的异地交流转岗四川 资料图：靳磊。图：北京日报客户端 【财新网】 经济特区深圳首迎“70后”市委书记。3月22日，南方+客户端发布消息，近日，中央批准：靳磊任广东省委委员、常委和深圳市委书记；免去孟凡利的广东省深圳市委书记职务。 靳磊此前担任四川省委常委、组织部部长。其前任孟凡利，2022年4月由内蒙古党委副书记、包头市委书记转任广东省委副书记、深圳市委书记，同年当选二十届中央委员，2025年10月升任省长后继续兼任深圳一把手至今。 靳磊现年56岁（1970年2月出生），河南济源人，1988年考入武汉大学政治学系行政管理专业，获得法学学士学位。

格隆汇3月22日丨据伊朗塔斯尼姆通讯社，伊朗军队无人机袭击了以色列特拉维夫本-古里安国际机场的犹太军事基础设施。

Elon Musk said his Terafab project — a grand plan to eventually manufacture his own chips for robotics, artificial intelligence and space data centers — will be built in Austin and jointly run by Tesla and SpaceX. Musk, the chief executive officer of both companies, said he will start off with an “advanced technology fab” in Austin that will have all of the equipment necessary to make chips of any kind, and test them. Musk, who has no background in semiconductor production and a history of over-promising on goals and timelines, had said before that the company will start with a smaller scale fab before moving to a bigger one. Most Read from Bloomberg Musk has said the semiconductor industry is moving too slow to keep up with the supply of chips he expects to need, even as the industry increases output. “That rate is much less than we’d like,” Musk said. “We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab.” Musk’s project would call for one day supporting a terawatt of computing power per year, the amount he expects the companies to eventually use as he ramps up his investments in AI and robotics. Musk detailed some specific plans, including producing chips that can support 100 to 200 gigawatts a year of computing power on Earth, and chips that can support a terawatt in space, but gave no timelines for the facility or its output. Musk has said previously that the facility would produce 2 nanometer chips. The project appears to be planned for an area near Tesla’s existing Austin headquarters and gigafactory, based on a photo shown during the presentation. Many executives have expressed anxiety about a shortage of chips — particularly memory chips — during the race to build computing power for AI. But it’s rare to try building them. Bringing semiconductor facilities online typically takes tens of billions dollars and requires the purchase of complex machines from multiple providers. Factories can take years to become ...

Elon Musk said his Terafab project — a grand plan to eventually manufacture his own chips for robotics, artificial intelligence and space data centers — will be built in Austin and jointly run by Tesla and SpaceX . Musk, the chief executive officer of both companies, said he will start off with an “advanced technology fab” in Austin that will have all of the equipment necessary to make chips of any kind, and test them. Musk, who has no background in semiconductor production and a history of over-promising on goals and timelines, had said before that the company will start with a smaller scale fab before moving to a bigger one. Musk has said the semiconductor industry is moving too slow to keep up with the supply of chips he expects to need, even as the industry increases output. “That rate is much less than we’d like,” Musk said. “We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab.” Musk’s project would call for one day supporting a terawatt of computing power per year, the amount he expects the companies to eventually use as he ramps up his investments in AI and robotics. Musk detailed some specific plans, including producing chips that can support 100 to 200 gigawatts a year of computing power on Earth, and chips that can support a terawatt in space, but gave no timelines for the facility or its output. Musk has said previously that the facility would produce 2 nanometer chips. The project appears to be planned for an area near Tesla’s existing Austin headquarters and gigafactory, based on a photo shown during the presentation. Read More: Why the AI Boom Will Make Phones, Cars, Devices More Expensive Many executives have expressed anxiety about a shortage of chips — particularly memory chips — during the race to build computing power for AI. But it’s rare to try building them. Bringing semiconductor facilities online typically takes tens of billions dollars and requires the purchase of complex machines from multi...

The SPDR Gold Shares (GLD 3.06%) exchange-traded fund (ETF) is up by 60% in the last 12 months, putting most other major assets to shame. Meanwhile, Bitcoin (BTC 1.85%), the asset that some call "digital gold," is down by 12% in the same period, causing many investors to question whether the coin actually deserves the moniker. But what are these assets going to do over the next three years? And which is worth buying with $500 right now? Let's unpack the investment thesis for each and figure it out. Gold's case is the strongest it's been in a generation The appeal of gold, whether held via a gold ETF or any other way, is that it'll retain its value during those interesting and often quite turbulent times because it's widely accepted as a scarce store of monetary value. Recently, central banks have been buying gold at a record pace, with ongoing purchases running far above the average between 2015-2019. Widespread concerns about fiscal deficits in the U.S., the dollar's weakness, and geopolitical instability that might further threaten the petrodollar have all pushed sovereign institutions toward acquiring a metal that simply doesn't carry counterparty risk. Expand NYSEMKT : GLD SPDR Gold Shares Today's Change ( -3.06 %) $ -13.03 Current Price $ 413.38 Key Data Points Day's Range $ 411.23 - $ 428.59 52wk Range $ 272.58 - $ 509.70 Volume 27M What's more, gold's price isn't usually volatile at all, even if its price has gone on an upward tear over the last couple of years. In fact, in the bear market of 2022, when nearly every asset fell hard, gold held steady. Thus, gold's investment thesis is fairly evergreen, and most portfolios could stand to hold some. Bitcoin's upsides have downsides, too Much like with gold, most portfolios could stand to allocate $500 to Bitcoin. But while its investment thesis also centers around its status as a scarce store of value, it doesn't have the same history of use as gold does, which means that it has a bit more upside from investors ...

Key Points Gold is probably going to continue to hold its value over time. Bitcoin is probably going to continue growing in value over time. But if you might need your investment dollars soon, Bitcoin is a risky pick. 10 stocks we like better than Bitcoin › The SPDR Gold Shares (NYSEMKT: GLD) exchange-traded fund (ETF) is up by 60% in the last 12 months, putting most other major assets to shame. Meanwhile, Bitcoin (CRYPTO: BTC), the asset that some call "digital gold," is down by 12% in the same period, causing many investors to question whether the coin actually deserves the moniker. But what are these assets going to do over the next three years? And which is worth buying with $500 right now? Let's unpack the investment thesis for each and figure it out. 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 » Gold's case is the strongest it's been in a generation The appeal of gold, whether held via a gold ETF or any other way, is that it'll retain its value during those interesting and often quite turbulent times because it's widely accepted as a scarce store of monetary value. Recently, central banks have been buying gold at a record pace, with ongoing purchases running far above the average between 2015-2019. Widespread concerns about fiscal deficits in the U.S., the dollar's weakness, and geopolitical instability that might further threaten the petrodollar have all pushed sovereign institutions toward acquiring a metal that simply doesn't carry counterparty risk. What's more, gold's price isn't usually volatile at all, even if its price has gone on an upward tear over the last couple of years. In fact, in the bear market of 2022, when nearly every asset fell hard, gold held steady. Thus, gold's investment thesis is fairly evergreen, and most portfolios could stand to hold some. Bitcoin's upsides hav...

Musk Says Tesla, SpaceX, xAI Chip Project to Kick Off in Texas Bloomberg.com

洪水橋/厦村新發展區社區聯絡中心，日前完成搬遷及擴建，正式開幕，將介紹北部都會區資訊。 發展局在網誌介紹中心的設施，包括沉浸式數碼體驗區及模型。這區未來會發展成高端專業服務和物流樞紐。展覽就介紹區內智慧綠色交通網絡，及發展時如何兼顧生態保育。 中心以組裝合成法建造，免費對外開放。 政府在古洞北正在興建一個較大型的北都核心展廳，方便企業實地考察。將透過更多創新科技展示北都發展。政府爭取這展廳明年隨東鐵綫古洞站啟用而同步開幕。

记者从阿里（BABA）云获悉，从去年6月30日至今，魔搭社区用户数从1600万增长至2500万，9个月内用户增量近千万；魔搭社区上的开源模型数量从7万增长至17万，9个月内新增10万个开源模型，包括DeepSeek、智谱（HK2513）、MiniMax、阶跃星辰、Mistral等国内外前沿模型均在魔搭社区开源。(21世纪经济报道)

21日，反对美国和以色列军事打击伊朗的大规模抗议示威活动在德国首都柏林举行。来自德国多地的民众、社会团体以及和平组织代表走上街头，呼吁停止军事冲突，通过对话与外交手段解决争端。参与抗议示威的很多德国民众认为，美国和以色列军事打击伊朗违反国际法。此次示威中，能源（850101）问题成为民众关注的焦点之一。知名中东问题学者迈克尔.吕德斯表示，德国尤其受到能源（850101）问题的影响。德国已经尽可能减少从俄罗斯进口天然气（885430）和石油，与此同时，从中东进口也已不再可行，实际上只剩下美国和挪威。而美国可以轻易地以此要挟德国，比如美国会说，如果你们不加入共同维护霍尔木兹海峡安全的行动，那么我们就可以减少对德国乃至整个欧洲的液化天然气（885430）和石油出口。我担心这种情况会发生。(央视新闻)

Key Points Dividend, value, and defensive stocks have outperformed the S&P 500 in 2026. I see a "buy low" opportunity for large-caps that could close when the Iran conflict settles. 10 stocks we like better than Vanguard S&P 500 ETF › Despite the volatility we've seen in the equity markets this year, the S&P 500 (SNPINDEX: ^GSPC) has mostly traded sideways. Its year-to-date return has only varied between up 2% to 3% and down roughly 3%, but not much beyond that. Even after a rough last week, it's down about 5% year-to-date. Of course, many other areas of the market have done better. Dividend, value, and defensive stocks have all outperformed thanks to a big rotation out of megacaps and tech stocks. Overall, market breadth has improved, and the S&P 500 still hasn't seen the big correction that many investors fear. 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 » The way that conditions have changed over the past few weeks bodes well for the S&P 500 in the short-term. There are two reasons specifically why I think the Vanguard S&P 500 ETF (NYSEMKT: VOO) could be one of the best opportunities in the market right now. Tech is leading the market again For better or worse, the S&P 500 is driven by megacap tech stocks. From 2023 to 2025, they almost single-handedly pulled the major averages higher. In 2026, their underperformance masked strength in a lot of other areas of the market. But the added volatility over the past few weeks has, somewhat surprisingly, triggered a return to tech. Perhaps investors view large-cap tech as something of an equity safe haven in times of turmoil. Either way, it's helping make the S&P 500 a leader once again. When tech is leading, the Vanguard S&P 500 ETF becomes one of the best options in the market. Its top-heaviness helps ensure that it will outperform other more diver...

3月22日是世界水日。据巴基斯坦联合通讯社21日报道，在巴基斯坦总统扎尔达里向世界水日发表的一份致辞中，巴方再次强烈谴责印度单方面暂停履行《印度河用水条约》的举动，呼吁印度依据国际义务立即全面恢复履行《印度河用水条约》。 “这种蓄意将共享水资源武器化的行径令人深感忧虑。印度决定搁置该条约、中断水文数据共享并阻碍既定机制，这不仅违背了一项已运行六十余年、规范印度河水系公平分配的长期国际协议的文字规定，也背离了其精神实质。”扎尔达里称，“此类行径威胁粮食与经济安全，危及数百万依赖这些水资源人群的生计，并为国际法框架下的跨界资源管理问题树立了一个危险先例。” “我呼吁印度依照其国际义务，立即全面恢复履行该条约。”扎尔达里补充说。截至发稿前，暂未看到印度官方对此作出回应。(环球网)

格隆汇3月22日｜据一财，3月23日晚24点，国内将迎来新一轮成品油调价窗口。从隆众资讯获悉，预计对应成品油上调幅度在2000元/吨左右，以70升的油箱来计算，私家车主加满一箱油将多花106元左右。若以50升油箱测算，预计多花75元左右。届时将迎年内油价“五连涨”，预计刷新年内调价的最大涨幅，但最终调价幅度需待发改委当日晚间官方数据。

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內地發布OpenClaw安全使用指南 【有線新聞】國家互聯網應急中心聯同中國網絡空間安全協會，聯合發布OpenClaw指南。 對於俗稱「龍蝦」或「小龍蝦」的開放式人工智能系統OpenClaw，安全使用實踐指南建議普通用戶要使用專用設備、虛擬機或容器安裝，做好環境隔離，不宜在日常辦公電腦安裝，不使用管理員或超級用戶權限運行，不在OpenClaw存儲、處理私隱。同時建議雲端服務商做好基礎安全層面安全評測與加固，以及安全防護能力部署、接入，還有供應鏈及數據安全防護。

香港特区政府财政司司长陈茂波今日（22日）表示，近日他在北京访问，先后拜会多个中央部委和金融监管机构，就宏观经济形势、金融市场现况与发展，以及香港如何在国家“十五五”时期的新阶段更好发挥作用，进行了深入交流。陈茂波一行深刻感受到各部委和机构对香港情况的关心、了解和支持，也体会到须更准确理解国家的发展方向、重点领域和策略，才能让香港加快融入和服务国家发展大局中，并以自身的优势发挥最大的作用。 陈茂波指出，这几天与来自不同地方和市场的嘉宾交流时，他们都认同香港活力充沛，正迎来战略机遇期。与其他金融中心相比，香港有国家的坚实安全保障和“一国两制”下的自由港地位，在国际地缘政治环境复杂多变下，越来越多投资者、资金和人才视香港为难得的“安全港”和投资地，资金、企业、人才正加速汇聚在此。我们必须抓紧这个时机窗口，加速自身的高质量发展，让国际社会更了解香港的独特优势与机遇。（大湾区之声）

【李强出席中国发展高层论坛2026年年会开幕式并发表主旨演讲】3月22日上午，国务院总理李强在北京出席中国发展高层论坛2026年年会开幕式并发表主旨演讲。 李强表示，当前国际局势正在经历深刻复杂变化。正如习近平主席指出，这是一个充满挑战的时代，也是一个充满希望的时代。放眼全球，我们看到的是一幅多种态势并存、交织、碰撞的景象：单边主义、保护主义甚嚣尘上，同时求合作、促发展的力量也在不断壮大；传统领域的经济增长面临困境，同时新兴领域的发展动能也在蓬勃兴起；国际规则秩序遭受严重破坏和冲击，同时许多国家也在积极推动全球治理的改革和完善；强权政治大行其道、肆意妄为，同时捍卫公平正义的呼声也在日益高涨。这些现象深层次反映的是思想观念的冲突，从经济发展角度看，主要是如何看待市场、看待发展、看待未来的问题。这里我愿分享三点想法。 第一，市场已成稀缺资源，但又可以被不断创造。回顾历史，世界经济每次走出困境、走向繁荣，都不是靠争夺存量市场，而是靠开放和技术进步创造增量市场。保护主义不是解决问题的灵丹妙药。我们应当坚持开放、开拓精神，扩大自由贸易、积极推动创新。中国的进出口是在规则框架下进行的公平贸易，中方将坚定不移推进高水平对外开放，进口更多国外优质商品，同各方一道推动贸易优化平衡发展，合力做大全球经贸蛋糕。 第二，发展必然伴随竞争，但良性竞合可以带来互利共赢。以积极心态看待竞争，以务实举措推进合作，才能相互赋能、取长补短。中国相关产业的竞争优势不是靠补贴和保护取得的，而是来自于坚持不懈深化改革、深入推进创新驱动发展，最关键的还是中国人民、中国企业勤奋努力。我们反对无序、非理性的恶性竞争，但在市场经济条件下，良性的竞争能够激发出更大发展动力。中方将继续努力维护公平竞争的市场秩序，愿同各方加强沟通协作，共促全球产供链的稳定与安全。 第三，前方的路虽然充满挑战，但美好未来更加可期。惟有坚定信心、扛起责任、切实行动，才能勇毅前行，塑造值得期待的未来。中国致力于做世界的“确定性基石”和“稳定性港湾”。“十五五”规划纲要不仅是中国发展的“新蓝图”，也是世界发展的“新机遇”。中国将着力推动高质量发展，努力保持经济稳定增长，同时继续打造良好营商环境，全面落实外资企业国民待遇，让各国来华企业安心发展、大展宏图。 吴政隆参加开幕式。 本次年会由国务院发展研究中心主办。新开发银行行长罗塞芙、亚洲基础设施投...

《科创板日报》3月22日讯（记者 李佳怡） “AI是我们行业的斩杀线。”面对AI技术浪潮向短剧行业席卷而来，有短剧编剧向《科创板日报》记者称，而这句话的残酷之处在于，它正在变成现实。 当演员、剪辑等岗位开始被“会电脑AI生成视频的人”替代，一场关于“谁会被淘汰”的讨论在短剧行业内部蔓延。与此同时，随着AI演员接连“撞脸”明星，侵权风波不断，从网友抵制到平台下架，关于AI短剧底线的拷问也正在上演。 业内分析师告诉《科创板日报》记者，未来AI短剧、真人短剧与融合型短剧并行发展，或将成为更现实的行业格局；与此同时，相关律师也强调，在AI演员与仿真人短剧内容爆发式增长的当下，亟待构建一个“技术赋能、规则明确、多方共治”的协同治理机制。 ▎演员、后期、编剧......谁在被替代？一线从业者的真实处境 2026年2月，字节跳动推出的新一代AI视频生成模型Seedance 2.0正式亮相。这一技术突破使AI生成视频不再受制于人物一致性、画面稳定性等核心瓶颈，一时间大量小成本的AI短剧在社交媒体平台火了起来。 DataEye-ADX行业版数据显示，2026年1月，国内AI漫剧上线数量创下新高达到14634部，平均每天有470多部新剧上线。 技术的突破，也直接改写了行业成本公式。 一位短剧编剧向《科创板日报》记者形容，以往传统真人短剧需要剧组、场地、服化道等重资产投入，周期长达数月，而AI短剧则将制作成本压缩至原来的十分之一，周期缩短至数天。 “真人短剧60万已经是很低的预算了，而且周期较长，剧本写作和打磨就要1个月，拍摄大概半个月，后期到上线常规来说需要2到3个月。”该编剧告诉记者，“而AI短剧的成本据说只要5到10万，现在平台也给很大的补贴扶持。” 据了解，抖音集团于1月出台了针对AI仿真人短剧的保底激励政策（根据上线短剧的评级给予相应的资金扶持），具体标准为：超头部每部剧保底90万至360万元；S+级每部剧保底54万至72万元；S级每部剧保底36万至48万元；A级每部剧保底27万至36万元。 在降本增效与激励政策调整的双重作用下，大量短剧类企业纷纷调整经营方向，转向投入AI短剧制作，如签约AI演员、不再接收真人短剧剧本等等，大量小成本AI短剧也在网络上接连涌现。 “我了解到的很多公司都不再做真人剧了，尤其是腰部及以下的制作公司，头部公司还在坚持精品化路线。”有着多年短剧编剧经验...

3月22日上午，国务院总理李强在北京出席中国发展高层论坛2026年年会开幕式并发表主旨演讲。 李强表示，当前国际局势正在经历深刻复杂变化。正如习近平主席指出，这是一个充满挑战的时代，也是一个充满希望的时代。放眼全球，我们看到的是一幅多种态势并存、交织、碰撞的景象：单边主义、保护主义甚嚣尘上，同时求合作、促发展的力量也在不断壮大；传统领域的经济增长面临困境，同时新兴领域的发展动能也在蓬勃兴起；国际规则秩序遭受严重破坏和冲击，同时许多国家也在积极推动全球治理的改革和完善；强权政治大行其道、肆意妄为，同时捍卫公平正义的呼声也在日益高涨。这些现象深层次反映的是思想观念的冲突，从经济发展角度看，主要是如何看待市场、看待发展、看待未来的问题。这里我愿分享三点想法。 第一，市场已成稀缺资源，但又可以被不断创造。回顾历史，世界经济每次走出困境、走向繁荣，都不是靠争夺存量市场，而是靠开放和技术进步创造增量市场。保护主义不是解决问题的灵丹妙药。我们应当坚持开放、开拓精神，扩大自由贸易、积极推动创新。中国的进出口是在规则框架下进行的公平贸易，中方将坚定不移推进高水平对外开放，进口更多国外优质商品，同各方一道推动贸易优化平衡发展，合力做大全球经贸蛋糕。 第二，发展必然伴随竞争，但良性竞合可以带来互利共赢。以积极心态看待竞争，以务实举措推进合作，才能相互赋能、取长补短。中国相关产业的竞争优势不是靠补贴和保护取得的，而是来自于坚持不懈深化改革、深入推进创新驱动发展，最关键的还是中国人民、中国企业勤奋努力。我们反对无序、非理性的恶性竞争，但在市场经济条件下，良性的竞争能够激发出更大发展动力。中方将继续努力维护公平竞争的市场秩序，愿同各方加强沟通协作，共促全球产供链的稳定与安全。 第三，前方的路虽然充满挑战，但美好未来更加可期。惟有坚定信心、扛起责任、切实行动，才能勇毅前行，塑造值得期待的未来。中国致力于做世界的“确定性基石”和“稳定性港湾”。“十五五”规划纲要不仅是中国发展的“新蓝图”，也是世界发展的“新机遇”。中国将着力推动高质量发展，努力保持经济稳定增长，同时继续打造良好营商环境，全面落实外资企业国民待遇，让各国来华企业安心发展、大展宏图。 吴政隆参加开幕式。 本次年会由国务院发展研究中心主办。新开发银行行长罗塞芙、亚洲基础设施投资银行行长邹加怡，以及国内外工商界代表等约750人参加开幕式。...

Key Points Megacap tech stocks are not the only way to play the boom in artificial intelligence. SoundHound's voice-first approach to AI agents could be the catalyst for huge upside. GitLab's shift to a hybrid seat-plus-usage pricing model could be a big growth driver. 10 stocks we like better than SoundHound AI › Megacap technology companies have dominated the conversation when it comes to artificial intelligence (AI), and for good reason. These companies are both spending big and profiting nicely as the technology advances. However, megacap stocks are not the only way to play the trend in AI. Let's look at two smaller stocks that have a good opportunity to outperform their larger peers in the coming years. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » SoundHound AI SoundHound AI (NASDAQ: SOUN) is tackling AI much differently than most megacap AI companies. The company has built a speech-to-meaning and deep-meaning understanding platform that can figure out what a user's intent is before they finish speaking, which is much more akin to how people process speech. That might not sound like a big deal, but as AI moves beyond simple generative AI chatbots to autonomous agents that plan and act, real-time understanding of intent is a major advantage. While there are a lot of companies chasing AI agents, SoundHound's focus on voice-first interaction is what sets it apart. SoundHound's acquisition of Amelia last year helped change its path from a company that at the time had made most of its inroads in the automobile and restaurant industries. Amelia brought with it virtual agents that served complicated, highly regulated sectors like healthcare and finance that needed to understand industry jargon and compliance rules. It then combined Amelia's conversational intelligence with its own speech-to-meaning technology, to create Amelia 7.0, which behaves...

Key Points Many mega-cap tech stocks have benefited from AI, but plenty of smaller businesses are seeing gains as well. Symbotic, Fastly, and Astera Labs are three companies enjoying AI-driven growth to consider investing in. Symbotic operates AI-powered robots, Fastly manages digital content delivery, and Astera Labs tackles connectivity needs for AI systems. 10 stocks we like better than Astera Labs › Perhaps no stock has symbolized the artificial intelligence (AI) era more than Nvidia. Thanks to AI, it became the first company to reach a $4 trillion market cap, then beat its own record a few months later by exceeding $5 trillion. Other big tech companies have captured AI headlines in recent years as well, such as Meta Platforms with its plan to build a data center the size of a city to house its AI tech. Yet several smaller businesses are poised to see substantial growth in the years ahead as the AI market expands. 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 » These lesser-known growth stocks offer a great way to capture AI's upside potential. Three in this camp that I predict will deliver attractive returns over the long run are Symbotic(NASDAQ: SYM), Fastly(NASDAQ: FSLY), and Astera Labs(NASDAQ: ALAB). Symbotic's AI-powered robots Symbotic provides warehouse automation, using artificial intelligence to manage a fleet of robot workers. The global AI-powered robotics market is forecasted to expand from $7.5 billion in 2026 to $60.7 billion by 2034, providing a tailwind for its business. Consequently, Symbotic's sales are soaring. In its fiscal first quarter (ended Dec. 27, 2025), the company reported a strong 29% year-over-year increase in revenue to $630 million. It expects sales to continue growing in the second quarter, with estimates between $650 million to $670 million, representing grow...

Despite the volatility we've seen in the equity markets this year, the S&P 500 (^GSPC 1.51%) has mostly traded sideways. Its year-to-date return has only varied between up 2% to 3% and down roughly 3%, but not much beyond that. Even after a rough last week, it's down about 5% year-to-date. Of course, many other areas of the market have done better. Dividend, value, and defensive stocks have all outperformed thanks to a big rotation out of megacaps and tech stocks. Overall, market breadth has improved, and the S&P 500 still hasn't seen the big correction that many investors fear. The way that conditions have changed over the past few weeks bodes well for the S&P 500 in the short-term. There are two reasons specifically why I think the Vanguard S&P 500 ETF (VOO 1.45%) could be one of the best opportunities in the market right now. Tech is leading the market again For better or worse, the S&P 500 is driven by megacap tech stocks. From 2023 to 2025, they almost single-handedly pulled the major averages higher. In 2026, their underperformance masked strength in a lot of other areas of the market. But the added volatility over the past few weeks has, somewhat surprisingly, triggered a return to tech. Perhaps investors view large-cap tech as something of an equity safe haven in times of turmoil. Either way, it's helping make the S&P 500 a leader once again. When tech is leading, the Vanguard S&P 500 ETF becomes one of the best options in the market. Its top-heaviness helps ensure that it will outperform other more diversified areas of the market when tech is doing well. Market fear has created some "buy low" opportunities As of March 17, the S&P 500 and Nasdaq-100 indexes are 4% and 5% below their highs, respectively. This is largely a product of the uncertainty created by the conflict in Iran. As I've discussed before, geopolitical skirmishes tend to be more short-term in nature. Once the dispute or event is resolved, market conditions often tend to revert back to the way...

全球首套低温低压制备二氧化碳聚醚年产8万吨装置投产 2026-03-22 12:19:21 来源： 同花顺7x24快讯 分享 文章提及标的 连云港 -- 长华化学 -- 3月22日上午，在国家东中西部合作示范区(徐圩新区)连云港（601008）石化产业基地，全球首套低温低压制备二氧化碳聚醚(Carnol )年产8万吨工业化装置正式投产。该项目总投资约60亿元，占地面积约659亩，分阶段逐步推进建设，其中二氧化碳聚醚规划总年产能106万吨。此次投产的8万吨二氧化碳聚醚装置，是长华化学（301518）依托跨境技术协同与自主创新双轮驱动的核心成果。(证券时报)

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