格隆汇3月26日｜据港交所披露，厦门瑞为信息技术股份有限公司（简称“瑞为技术”）近日更新招股书，继续推进港交所主板上市进程，向企业级AI视觉智能体第一股冲刺。 公司此次递表补充了截至2025年12月31日的最新财务数据及业务表现，2025年公司总收入为4.43亿元，近三年复合增长率达35.2%。毛利由2023年的人民币9882.4万元增加至2024年的人民币1.57亿元，并在2025年达到人民币1.67亿元。 2025年公司各业务板块呈现全面向好态势，毛利率均实现同比提升，其中作为业绩基石的智慧民航业务毛利率提升尤为显著，从2024年的51.8%跃升至2025年的59.2%；智慧商业业务毛利率从29.9%提升至32.0%；智慧安全驾驶业务毛利率也从13.3%改善至16.4%。这一变化反映出公司在产品竞争力与成本控制方面取得有效进展。 根据弗若斯特沙利文报告，按2024年收入计，瑞为技术在中国民航企业视觉智能产品市场位居第一，市场份额为8.9%。公司凭借其贯穿“基座-融合-组件”的全栈技术能力，在视觉感知、认知与推理领域建立了竞争壁垒。公司表示，未来将聚焦于加强研发、拓展海外市场及提升内部制造能力，以驱动持续增长。

Investors in CRH plc (Symbol: CRH) saw new options begin trading today, for the May 8th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the CRH options chain for the new May 8th contracts and identified one put and one call contract of parti

美国总统特朗普表示，自己不清楚是否愿意与伊朗达成协议，并指责伊朗本应在四周前达成协议。（新浪财经）

Investors in Kinross Gold Corp. (Symbol: KGC) saw new options begin trading today, for the May 8th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the KGC options chain for the new May 8th contracts and identified one put and one call contra

Investors in Transocean Ltd (Symbol: RIG) saw new options become available today, for the May 8th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the RIG options chain for the new May 8th contracts and identified the following call contract

Investors in Albemarle Corp. (Symbol: ALB) saw new options begin trading today, for the May 8th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the ALB options chain for the new May 8th contracts and identified one put and one call contract

Investors in Jabil Inc (Symbol: JBL) saw new options become available today, for the May 8th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the JBL options chain for the new May 8th contracts and identified one put and one call contract of

Tesla Inc. (NASDAQ:TSLA) is one of the tech stocks to sell right now, according to Cathie Wood. ARK Investment Management’s Q3 2025 stake in Tesla Inc. (NASDAQ:TSLA) stood at 3.59 million shares worth $1.6 billion, but by Q4 it had pared back 19%, leaving 2.91 million shares valued at $1.31 billion. On March 19, Reuters […]

Tesla, Inc. (TSLA) Sourcing $2.9B Solar Equipment in China amid Burgeoning AI Energy Opportunity Yahoo Finance

Salesforce Inc. (NYSE:CRM) is one of the tech stocks to sell right now, according to Cathie Wood. By Q3 2025, ARK Investment Management owned 76,013 shares of Salesforce Inc. (NYSE:CRM) valued at $18 million, but in Q4 it trimmed its position by a third, ending the quarter with 50,942 shares worth $13.5 million. On March […]

Police conduct a search and arrest a man after the vehicle stops at a petrol station.

Investors in Capital One Financial Corp (Symbol: COF) saw new options become available today, for the May 8th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the COF options chain for the new May 8th contracts and identified one put and one

房利美和房地美（两房）股价下跌，“大空头”Michael Burry认为，两房“充其量”最早将在2027年IPO。

Sam Darwish, the chairman and CEO of IHS Holding Limited (NYSE:IHS) , reported the sale of 86,793 shares of Common Stock on March 18, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($8.18). * 1-year price change calculated as of Thursday. Continue reading

Nvidia is funding an ecosystem of U.S. artificial-intelligence models to counter Chinese AI companies like DeepSeek.

Source: Bloomberg, 37:22

中芯國際去年多賺三成九，純利有6.8億美元。不派末期息。 EBITDA上升兩成，至約52億美元。期內，收入逾93億美元，增長一成六。 集團去年毛利率擴闊3個百分點，至百分之21。集團指，人工智能對於存儲的強勁需求，手機等其他應用領域的終端廠商，面臨存儲晶片供應不足和漲價的壓力。集團預期，今年資本開支與去年大致持平。

中芯國際去年多賺三成九 news.tvb.com

中芯國際去年多賺三成九 news.tvb.com

da-kuk/E+ via Getty Images The market made a critical error by lumping all AI and software companies together, according to Eric Mandl, senior managing director at Guggenheim Securities. In an interview with CNBC, Mandl explained that investors initially assumed AI would completely disrupt traditional software ( IGV ), ( IGPT ), ( XSW ), leading to widespread discounting of the sector. However, a significant reassessment is now underway as investors recognize that software remains “one of the most profitable segments in the history we’ve ever seen in the market.” “The market has made a little bit of a mistake. The market has said that all AI and all software is created equal,” Mandl said. He noted that over the past month, investors have been quietly pulling back from their overly harsh stance on software companies, particularly as they consider technology’s outsized role in the S&P 500 ( SP500 ). The shift in sentiment has translated into a surge of M&A activity. Mandl described the change in deal flow as “night and day” compared to just one month ago, with board meetings now entirely focused on identifying software companies open to acquisition conversations. He emphasized that a new dynamic is emerging between AI platforms and established software businesses. “There is going to be a friendship that is designed with the best AI businesses and the best software businesses to go to market and just solve customers’ problems,” Mandl said. This emerging partnership model represents a departure from the earlier narrative that AI would simply replace traditional software. When evaluating software companies, buyers are now asking three critical questions: “What is your moat? What is your ability to work with these AI platforms? And what is your talent?” Mandl highlighted how major tech players like Alphabet ( GOOGL ), ( GOOG ), Meta ( META ), and Microsoft ( MSFT ) have conducted transactions specifically to acquire specialized human talent, a concept that applies equally...

美國新申領失業金人數增加。 美國勞工部公布，首次申領失業保險救濟人數，上星期增加5,000人，至21萬，與市場預期相同。 持續申領人數則按周減少3.2萬人，至181.9萬，並少過市場預期的184.9萬人。

格隆汇3月26日｜美国总统特朗普今日参与内阁会议，会议上他表示，在大多数情况下，美国正在击落（伊朗的）无人机，美国对伊朗制造无人机的设施造成了巨大的破坏，他们迫切希望能达成协议。特朗普称，伊朗的战斗能力很差，但谈判却很在行。他再次强调，是伊朗在乞求达成协议，不是我。谁都知道是伊朗正在与我们谈判。不确定我们是否愿意达成协议。

King Charles III will attend Parliament to read out the government's legislative agenda for the coming months.

日本本州三陸海岸以東海域發生6.5級地震，震源深度10公里。岩手縣、青森縣和北海道等地都有震感，當局未有發海嘯警報。

标普500指数跌幅重新扩大至超过0.6%，纳指跌幅重新扩大至将近1%，布伦特原油期货涨超3.9%，重返101美元上方。 美国总统特朗普在内阁会议上声称，所有人都知道，伊朗正与美方对话。 伊朗在哀求达成协议，而不是特朗普自己。 还不清楚（特朗普）是否愿意与伊朗达成协议。 重申伊朗海军已经“覆灭”，警告船只警惕巴布-曼德海峡的胡塞武装威胁。 在特朗普讲话的同时，也门胡塞武装领导人宣布：“如果事态发展需要，将采取军事回应。”