Many investors believe robotaxis could eventually replace Uber Technologies (UBER 1.95%). If autonomous vehicles (AVs) eliminate the need for human drivers, companies that own robotaxi fleets could bypass ride-hailing platforms altogether. But Uber sees the future differently. Instead of choosing between human drivers and autonomous vehicles, the company believes the winning model may combine both. In fact, Uber argues that a hybrid network of robotaxis and human drivers could work better than fleets made up entirely of AVs. That idea may sound counterintuitive at first. But once you look at how ride-hailing demand actually behaves, Uber's reasoning starts to make a lot of sense. Ride-hailing demand is highly unpredictable The biggest challenge in ride-hailing isn't simply putting vehicles on the road. It's matching supply to demand, which fluctuates dramatically depending on the time of day, the day of the week, weather conditions, or events happening in a city. Uber's own data illustrates just how uneven demand can be. In Austin, for example, demand on a typical Monday reaches only about 45% of the level seen on Saturday, while daily troughs can fall to just 5% of peak demand. These swings create a major challenge for robotaxi-only fleets. To reliably handle peak demand periods, a robotaxi operator would need to deploy a large number of vehicles. But during slower hours, many of those vehicles could sit idle. In other words, robotaxi-only networks risk becoming either inefficient during off-peak periods or unreliable when demand surges. That's where Uber believes its marketplace structure offers a key advantage. Expand NYSE : UBER Uber Technologies Today's Change ( -1.95 %) $ -1.47 Current Price $ 73.88 Key Data Points Market Cap $152B Day's Range $ 73.04 - $ 75.35 52wk Range $ 60.63 - $ 101.99 Volume 525K Avg Vol 20M Gross Margin 32.89 % Hybrid networks provide flexibility Uber's solution is straightforward: Let autonomous vehicles handle baseline demand while hu...

Key Points Ride-hailing demand is highly volatile. Uber's hybrid model could improve efficiency. Its marketplace may remain key in an autonomous future. 10 stocks we like better than Uber Technologies › Many investors believe robotaxis could eventually replace Uber Technologies (NYSE: UBER). If autonomous vehicles (AVs) eliminate the need for human drivers, companies that own robotaxi fleets could bypass ride-hailing platforms altogether. But Uber sees the future differently. Instead of choosing between human drivers and autonomous vehicles, the company believes the winning model may combine both. In fact, Uber argues that a hybrid network of robotaxis and human drivers could work better than fleets made up entirely of AVs. 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 » That idea may sound counterintuitive at first. But once you look at how ride-hailing demand actually behaves, Uber's reasoning starts to make a lot of sense. Ride-hailing demand is highly unpredictable The biggest challenge in ride-hailing isn't simply putting vehicles on the road. It's matching supply to demand, which fluctuates dramatically depending on the time of day, the day of the week, weather conditions, or events happening in a city. Uber's own data illustrates just how uneven demand can be. In Austin, for example, demand on a typical Monday reaches only about 45% of the level seen on Saturday, while daily troughs can fall to just 5% of peak demand. These swings create a major challenge for robotaxi-only fleets. To reliably handle peak demand periods, a robotaxi operator would need to deploy a large number of vehicles. But during slower hours, many of those vehicles could sit idle. In other words, robotaxi-only networks risk becoming either inefficient during off-peak periods or unreliable when demand surges. That's where...

Source: Bloomberg, 0:00

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We know the Ryzen 9 9950X3D2 exists, but is this a real sample? Ryzen 9950X3D2 should bring much higher L3 cache, but the CPU-Z's listing appears to be incorrect. AMD Dual-Cache Ryzen 9 9950X3D2 Appears on CPU-Z, Featuring a 96 + 32 MB L3 Cache Instead of Expected 96 + 96 MB Recently, ASRock accidentally confirmed AMD's first-ever dual cache Ryzen 9000X3D chip, which AMD hasn't officially unveiled. ASRock quickly took down the page, but it strongly indicated the existence of the Ryzen 9 9950X3D2. Now, another leak has surfaced online, revealing the "unofficial" specifications of the new X3D chip. Image Credit: @momomo_us As spotted by @momomo_us, someone validated his Ryzen 9 9950X3D2 sample in CPU-Z. CPU-Z is a popular hardware utility, and according to the validity result page, the sample explicitly mentions the CPU model name as "AMD Ryzen 9 9950X3D2" under the Processor (CPU) section. However, in the actual CPU-Z screenshot, both Ryzen 9 9950X3D and Ryzen 9 9950X3D2 are mentioned in different sections. This entry may belong to the existing 9950X3D, but the TDP section reveals a higher power rating. Unlike Ryzen 9 9950X3D, the 9950X3D2 is expected to carry a max TDP rating of 200W. On the other hand, the Ryzen 9950X3D is rated at 170W, which could mean that the CPU-Z entry belongs to the newer CPU. However, the discrepancy in the cache specification points to the Ryzen 9950X3D chip, as Ryzen 9 9950X3D2 won't carry "96 + 32 MB" (128 MB) L3 cache, as both of its CCDs will have L3 cache chiplets. These will carry an additional 64 MB of L3 cache on top of the 32 MB L3 cache available in the CCDs, which means a total L3 cache of 192 MB. So, the entry could be fake, or it's also possible that CPU-Z cannot read the new processor correctly, given it hasn't received the latest update to support Ryzen 9 9950X3D2. Nonetheless, we are positive that AMD will launch the new processor very soon, as we already have plenty of hints for believing the same. AMD Ryzen 9000 "Granite ...

One of the world's most sought-after private companies is rumored to be making its public markets debut this calendar year. After remaining private for over two decades, Elon Musk's SpaceX is expected to go public at a market valuation of $1.5 trillion or higher. This would make it one of the 10 most valuable companies in the world by market cap . The company dominates the spaceflight market and recently merged with xAI, an artificial intelligence ( AI ) start-up that also owns the company formerly known as Twitter. Unless we enter a major bear market, there will likely be strong demand for SpaceX when it goes public later this year through an initial public offering ( IPO ). Did you know you can get exposure to SpaceX stock as an individual investor today? That's right, there are three ways investors can get an indirect piece of the SpaceX pie. Here are the three methods, the one with the most direct exposure, and whether indirectly investing in SpaceX before the IPO is a smart move for your portfolio. Continue reading

is editor-at-large and Vergecast co-host with over a decade of experience covering consumer tech. Previously, at Protocol, The Wall Street Journal, and Wired. Posts from this author will be added to your daily email digest and your homepage feed. The vocoder was never supposed to be a revolution in music. It wasn’t supposed to be anything in music, really. Its development began a century ago, when an engineer at Bell Labs was looking for a simpler way to send phone calls across copper telephone lines. The engineer, Homer Dudley, built some pretty neat technology that could both capture and synthesize the human voice. As so much great tech does, the vocoder immediately took on a life of its own. It played a key role in World War II, enabling secret communications across the ocean. And then, only a few years later, it started to become a musical phenomenon. At first a few artists were intrigued by the ability to play their voice like an instrument. Then everybody was. And we never looked back. On this episode of Version History, we tell the many stories of the vocoder. David Pierce is joined by Switched on Pop co-host and music journalist Charlie Harding, along with Dave 1 and P-Thugg, who perform as legendary electro-funk duo Chromeo. Together, the group explores how the vocoder became so popular, and why musicians gravitate to it — and to similar tech like Auto-Tune and the Talkbox. Dave and Pee also brought a vocoder and a talkbox to the studio with them, and have some serious demonstrating to do. This is the third episode of the third season of Version History. Here’s how to get every episode, and all our other fun stuff, as soon as it drops: If you’re a Verge subscriber, you can also get access to Version History (and all our other podcasts) with no ads. All you have to do is visit your account settings. If you want to hear some of Charlie’s and Chromeo’s favorite vocoder tracks, you’re going to want to check out this playlist: And if you want to know more about ...

It's getting difficult to sort through all of the artificial intelligence (AI) noise out there. Some people are warning of a looming AI bubble popping, while others are sounding the alarm about software companies being disrupted. And some are still saying AI's long-term impact is overstated. As with many things in life, there may be a shred of truth to all of them. The AI market is still taking shape, making it difficult to predict where it's headed. But that doesn't mean there aren't some clear winners. Here's why semiconductor company Broadcom (AVGO 2.99%) is in a unique position to benefit and why buying some of its shares could be a smart move. Booming AI infrastructure spending is accelerating Broadcom's business Broadcom designs application-specific integrated circuits (ASICs) used extensively in artificial intelligence data centers, and the surge in spending on AI compute power has accelerated Broadcom's sales and earnings. The company's AI revenue more than doubled in the first quarter (which ended Feb. 1) to $8.4 billion, and Broadcom's non-GAAP (generally accepted accounting principles) earnings per share jumped 28% to $2.05. Management believes AI revenue will continue to grow, reaching an estimated $10.7 billion in the second quarter and at least $100 billion in chip revenue in 2027. And research from Morningstar says Broadcom's estimate of AI sales doubling in 2027 could be "conservative." Broadcom is in a unique position to continue benefiting from the AI boom because the company holds a dominant position in AI ASIC processors, with a growing market share expected to reach 60% by next year, according to CounterPoint Research. That lead will help Broadcom capture much of the AI spending surge that's currently underway. Meta Platforms, Microsoft, Amazon, and Alphabet have all announced capital expenditures, mostly for AI, that collectively amount to $650 billion in spending this year. As these companies battle it out for AI dominance, Broadcom can sell t...

Bank of America Securities Reiterates Buy Rating on Taiwan Semiconductor Manufacturing (TSM) Stock MSN

Travelers wait in line at a Transportation Security Administration (TSA) checkpoint at Hartsfield-Jackson Atlanta International Airport (ATL) in Atlanta, Georgia, US, on Friday, March 20, 2026. Elijah Nouvelage | Bloomberg | Getty Images Immigration and Customs Enforcement agents will deploy to airports on Monday to help ease security lines amid the Department of Homeland Security shutdown, Border Czar Tom Homan said. President Donald Trump on Saturday threatened to deploy ICE agents to airports as the shutdown drags into its second month and creates headaches for travelers moving through hours-long security lines. Homan confirmed that ICE will be deployed on Monday during an appearance on CNN's "State of the Union." "We will be at the airports tomorrow, helping TSA move those lines along," Homan said, adding that ICE will assist in areas like guarding exit doors to relieve TSA agents for screening travelers. "We're simply there to help TSA do their jobs in areas that don't need their specialized expertise." The move to deploy ICE comes as the DHS shutdown, which began on Feb. 14, strains airport workers. Many TSA agents have either called out rather than work without pay or quit altogether. More than 400 TSA officers have left their jobs since the start of the shutdown, according to an NBC News report. Read more CNBC politics coverage Trump threatens to send ICE to airports if DHS shutdown doesn't end Former special counsel Robert Mueller has died at 81 Analysis: Trump's unshackled presidency puts him at the center of the economy Trump administration sues Harvard alleging failure to protect Jewish students Trump administration unveils national AI policy framework to limit state power Trump invokes Pearl Harbor in front of Japanese prime minister Public relations firm picks bar fight with Polymarket Iran war-induced fertilizer shortage threatens farm state GOP in midterms Trump signals DOJ should continue Powell probe, complicating Warsh Fed nom Trump's DHS pick Mar...

monsitj/iStock via Getty Images Gold ( XAUUSD:CUR ) was expected to rally amid war and inflation fears, but instead it has dropped sharply, falling about 14% since the start of the Iran conflict. The decline has surprised investors who typically view the metal as a safe haven in times of geopolitical stress, according to The Wall Street Journal's "Streetwise" column. Traditional explanations only go so far. A stronger U.S. dollar ( DXY ) and rising real interest rates should weigh on gold, but the metal has also fallen in other currencies and has dropped even on days when the dollar weakened. That suggests deeper forces at play. The bigger issue appears to be positioning. Gold ( XAUUSD:CUR ) had become one of the most popular trades over the past year, attracting heavy inflows from investors and central banks. When the conflict began, many traders sold to lock in gains or reduce risk, accelerating the decline. Speculative activity also played a role. Strong demand for gold-backed ETFs and momentum-driven buying had pushed prices higher alongside other crowded trades. As those positions unwind, gold has come under pressure. There are also shifting fundamentals. Central banks had been major buyers, partly to diversify away from dollar reserves after Russia’s assets were frozen. But the current energy shock could force some countries to spend reserves rather than accumulate more gold. Oil-exporting nations facing disrupted shipments may even need to sell. Consumers in major gold-buying countries like India and China could also reduce demand as higher energy costs strain household finances. While these pressures may ease over time, the episode highlights a key risk: even traditional safe havens can fall when too many investors crowd into the same trade. More on Gold Spot Price, SPDR Gold Shares ETF, etc. A Needed Consolidation Has Gotten A Bit Uglier (Technical Analysis) Week Ahead: The War And Anticipated Policy Responses Drive The Capital Markets India Gold Market Upd...

记者22日从西安电子科技大学获悉，该校杭州研究院保宏教授、周赟磊副教授团队在异质纤维电子器件制造领域取得突破，提出了一种可扩展的连续液相加工工艺，实现多种功能材料在单根纤维上的一体化集成。该平台当前已验证其在外周神经调控中的可行性，未来有望拓展至脑机接口（886047）、脊髓刺激及可穿戴健康监测等生物电子医学前沿领域，同时在智能软体系统等新兴方向上也展现出广阔的应用潜力。(中新网)

能源安全与多元化的必要性在此轮海湾战事中凸显；同时发展可再生能源也非常重要 【财新网】 “化石燃料已被明确作为战争武器，绿色能源才是和平的载体。”福德士河执行董事长、创始人安德鲁·福瑞斯特（Andrew Forrest）在3月22日召开的中国发展高层论坛2026年年会上如是表示。 他表示，任何一个国家的核心、自主与独立，归根结底在于能源主权。而能源独立，是财务独立的核心所在——工业界和企业界正在深刻认识到这一点。 海湾战事在全球范围内引发大范围的油气危机，也令世界意识到能源安全与多元化，以及进一步发展可再生能源的重要性。（详见财新周刊封面报道《 能源战冲击波 》）

国家发展改革委主任郑栅洁在委内会见大众汽车集团管理董事会主席奥博穆，双方就中国“十五五”规划《纲要》、宏观经济形势、高水平对外开放、大众汽车在华发展等议题进行了交流。郑栅洁表示，“十五五”时期是中国汽车产业向电动化、智能化、网联化深度转型、实现高质量发展的关键阶段，中方欢迎并坚定支持大众汽车深度对接“十五五”产业发展规划与汽车产业战略布局，持续加大在华研发投入、健全本土化创新体系，深耕本土化生产、本土化供应链与本土化人才布局，加快推进低碳化、智能化转型升级。（发改委）

格隆汇3月22日丨一枚伊朗弹道导弹击中了以色列安全技术企业梅尔集团的总部。

Mariia Vitkovska/iStock via Getty Images Introduction It’s not every day you get given a gold mine for free. In fact, I can’t think of a case where this has happened before. But for Mako Mining ( MKO:CA ) ( MAKOF ), that’s exactly what happened. Headquartered in Canada and with two operational mines in Nicaragua and the U.S., Mako Mining had a strong 2025 and a strong start to 2026 before its recent dip. Since my previous article last September, the shares have risen over 24%. Robust free cash flow generation and a strong balance sheet that would make its junior miner peers jealous, alongside its future high-quality Eagle Mountain project, all supported this rise. The best news, though, came at the end of September with the announcement of the acquisition of the Mt. Hamilton project in Nevada. Miners are constantly buying and selling projects, but what made this special was the price paid: $0. There were no cash payments, there was no exchange of equity, Mako got the project for essentially zero cost. Ok, nothing is entirely free; in exchange for the project, the seller, Sailfish Royalty ( SROYF ), does have a gold stream, but for Mako, this was a cash free exercise. Following their excellent acquisition of the Moss mine, this marks the second time Mako has successfully gotten a bargain deal. So, let’s explore what exactly they bought, and their latest production results, ultimately explaining why I believe Mako Mining remains a buy. Mt. Hamilton: A New Mine for Free Following their announcement on the acquisition of the Mt. Hamilton Mine, shareholders have now overwhelmingly approved the deal , voting 99.99% in favor. This adds a high-quality development asset in Nevada, one of the most respected mining jurisdictions in the world. So, how did Mako Mining get this at zero cash cost? In essence, royalty company Sailfish is purchasing Mt. Hamilton for $40 million. Then, Sailfish is transferring ownership of Mt. Hamilton to Mako for $0. In exchange , Sailfish gets the ...

需要更加坚定地反对各种形式的贸易保护。 3月22日，中国人民银行行长潘功胜在中国发展高层论坛2026年年会上，以《中国高质量发展与全球经济再平衡》为主题发表演讲，围绕全球经济失衡成因、中国产业竞争力、国际货币体系内在缺陷等核心内容展开阐述，明确中国在全球经济再平衡进程中的角色与贡献。 潘功胜强调，当前，稳定、理性和可预期的合作尤为珍贵。贸易碎片化正在破坏自由贸易的基础。需要更加坚定地反对各种形式的贸易保护，巩固和发展以世界贸易组织为核心、以规则为基础的多边框架和国际经贸秩序，推动普惠包容的经济全球化。 如何认识中国产业国际竞争力来源？ 当前，地缘冲突和经贸冲突多发频发，关于全球经济失衡和再平衡讨论明显增多，也成为今年二十国集团（G20）的重要议题。 潘功胜表示，本世纪以来，全球经济经历了三轮重要的动态平衡过程，中国都深入参与其中，并作出积极贡献。中国经济自身也经历了深刻的结构调整和动态平衡。消费对经济增长的贡献率，从2010年的37%升至2025年的52%。经常项目顺差占GDP的比重，从2007年的10%左右下降到过去10年平均2%以下的合理区间。 对于中国产业国际竞争力的来源，国际上有一些认知停留在是因为中国政府提供了不合理的产业补贴上。应该如何认识中国产业国际竞争力的来源？ “中国产业国际竞争力的提升，得益于40多年来中国的改革开放。”潘功胜认为，四个因素对此起到非常重要的作用：超大规模的市场；完备的产业链、供应链体系；丰富、高素质、技术熟练、勤劳工作的劳动力资源特别是技术人才；持续研发投入带来的科技创新能力。 潘功胜建议，可以到中国多走走、多看看，有助于对中国产业有更准确、全面的认知。他表示，针对部分企业的“内卷式”竞争，中央政府已采取措施，规范地方政府招商引资行为，禁止实行税收、土地使用等不合理优惠政策，建设全国统一大市场。严格实施产业、环保等技术标准，约束低水平的竞争。同时，人民银行引导金融机构科学评估风险，从金融的角度抑制“内卷”竞争行业的融资。这些工作已经取得比较好的效果。 如何看待和分析全球经济失衡？ 全球经济失衡问题也是目前国际上讨论较多的话题。 潘功胜认为，分析全球经济失衡，不仅要看货物贸易，也要看服务贸易；不仅要看经常账户，也要看金融账户。中国是最大的货物贸易顺差国，也是最大的服务贸易逆差国。中国积累的经常项目顺差通过企业、银行等对外投资，配置...

Prospect Building, Bristol Switching from convulsive rhythmic thrills to shimmering introspection, the Brooklyn indie-rockers’ music defies expectations and is viscerally of the moment ‘The last time we played here, we played on a boat,” Cameron Winter murmurs in a rare moment of between-song chat. There are also quite a few boats bobbing around in the Geese singer’s lyrics, seemingly symbolising both freedom and confinement, but right now he is being perfectly literal. The vessel in question was Thekla, a cargo ship turned venue moored in Bristol harbour that is roughly an eighth of the size of the room that greets the Brooklyn indie-rock band tonight. Geese’s rise since that 2023 show has been precipitous. Thanks to the acclaim that met their fourth LP, Getting Killed , last autumn, less than a year after Winter’s solo bow Heavy Metal earned similar plaudits, theirs is now the name on the lips of anyone left with a desire to anoint new saviours of rock’n’roll. Spend 90 minutes watching them perform, though, and you too may come around to that way of thinking. Continue reading...

《科创板日报》3月22日讯（记者 黄修眉） 反超“寒王”、直逼茅台，光通信芯片研发商源杰科技股价不断创新高。 其中，3月20日，源杰科技飙涨17.37%，股价也因此站上千元大关创历史新高，成为科创板继寒武纪后第二只千元股，同时也是A股历史上第8只千元股。 去年此时（2025年3月20日），源杰科技仅位居A股市场第65位，价格远低于北方华创、比亚迪等高价股。以去年3月20日收盘价（127.05元/股）计算，源杰科技最近1年累计涨幅近800%。截至今年3月20日收盘，其最新股价1114.99元/股，最新总市值958亿元。 这家被市场广泛誉为AI算力时代“卖铲人”的企业，是如何一步步成为A股历史上第八只千元股的？ （图：源杰科技最新股价及其历史股价走势） 3年时间闯入A股“排头兵” 源杰科技主营业务为光芯片的研发、设计、生产与销售，产品涵盖从2.5G到50G磷化铟激光器芯片。公司已建立了包含芯片设计、晶圆制造、芯片加工和测试的IDM全流程业务体系。 在AI算力需求快速增长的背景下，公司在AI数据中心市场实现大幅度增长，尤其是硅光方案所需的大功率CW激光器芯片。 有业内产业链人士向《科创板日报》记者表示， 除了产品本身外，源杰科技之所以能成为A股历史上第八只千元股，与其采用IDM（垂直整合制造）全流程模式亦有一定关系 。 这一流程覆盖从芯片设计、外延生长（MOCVD）、晶圆制造、光栅/光波导工艺到测试封装的完整链条，这在国内光芯片公司中极为稀缺。 “这种全流程模式带来了几大优势，可控的全流程能极致优化大功率CW激光器的性能与可靠性，满足AI数据中心对光器件‘零失效’的要求；并且针对头部客户进行深度定制，能缩短迭代周期；此外，其关键工艺自主，有利于提升良率、控制成本的同时，要求极高的核心技术环节能实现自主可控。”该人士表示。 有国内私募基金经理亦向《科创板日报》记者表示，从投资角度看，除了芯片产线的齐全性能适应下游对各类型光芯片的需求外，源杰科技是A股中少数能量产高速光芯片、且采用IDM模式的企业。 在全球供应链安全需求背景下，其全流程模式模式在高端光芯片国产化方面具备重要作用 ；从资本市场来看，其是“AI算力时代光通信核心国产供应商”。 正是由于这样的优势，以及在AI数据中心需求激增的产业背景下，源杰科技预计公司2025年度实现归母净利润1.75亿元到2.05亿元，同比20...

MikeMareen A looming global energy squeeze is taking shape as liquefied natural gas shipments from the Gulf dry up following the closure of the Strait of Hormuz, the Financial Times reported Sunday. Qatar, which supplies about 20% of the world’s LNG, halted exports after the blockade, while missile strikes have damaged its key Ras Laffan facility. Although some shipments loaded before the conflict are still arriving, analysts say those final deliveries will run out within days, leaving import-dependent countries scrambling. Nations across Asia and Europe are now competing for alternative supplies from the U.S. and other producers at sharply higher prices. In response, some governments have begun rationing energy or reducing workweeks to conserve fuel. Pakistan is among the hardest hit, having relied almost entirely on Qatari LNG. With incoming shipments halted, its import terminals are scaling back operations and could soon run out of gas entirely. Efforts to secure replacement cargoes have largely failed due to soaring prices, forcing the country to consider dirtier and more expensive fuel alternatives. Bangladesh faces similar pressures, introducing rationing measures such as closing universities, while Taiwan has moved quickly to secure replacement shipments but still risks shortages during peak summer demand. Major buyers like China and Japan are also adjusting, turning to spot markets, coal and nuclear power to offset reduced Gulf supplies. However, traders say many are holding back purchases due to high costs and uncertainty. The disruption is expected to have lasting effects. Damage to Qatar’s infrastructure could sideline a significant portion of its export capacity for years, tightening global LNG markets even if shipping routes reopen. More on Natural Gas Futures Commodities: LNG Supply Disruptions Now A Long-Term Problem As Iran Hits Qatari Facilities All Eyes On Hormuz Commodities: Middle East Escalation Sends Energy Prices Higher Georgia opens the gas-t...

诺华宣布要在中国投资超过33亿元。 3月22日，中国发展高层论坛2026年年会开幕。期间，诺华公司宣布将持续加大在华投资，扩大在中国研发、生产及运营布局，预计将投入金额超过33亿元。 从诺华公司发布的消息看，这项大规模的投资计划将在今年启动。 诺华方面介绍称，诺华昌平工厂始建于1987年，具备年产30亿片（粒）制剂及5.5亿盒包装的最大产能，是诺华全球制造供应网络中的重要生产基地。当前，工厂已启动新一轮厂区扩建升级项目，并规划未来持续投入约15亿元，用于建设新厂房及配套设施，引入无菌制备工艺、液体灌装及包装等全新生产技术和设备。 此外，诺华中国总部所在地——上海园区将在今年迎来投入运营十周年的里程碑。诺华已计划联合投资人共同出资18亿元人民币，启动上海园区二期项目建设。 今年以来，密集有跨国药企宣布在华启动大规模投资计划。 同样在3月份，礼来宣布，计划未来十年累计投资30亿美元全面扩展在华供应链产能，打造口服固体制剂本土生产与供应体系，着力布局新一代小分子口服GLP-1受体激动剂orforglipron的生产能力。 这笔投资也成为礼来有史以来规模最大的全球生产扩张计划的重要组成部分。 今年1月29日，阿斯利康也宣布，计划于2030年前在中国投资逾1000亿元人民币（150亿美元），以扩大在药品生产与研发领域的布局。 刚刚过去的这一周，阿斯利康接连宣布要在华建立两个基地，一是在上海建立细胞疗法商业化生产供应基地与创新中心；二是在广州建设放射性偶联药物生产供应基地。 据第一财经统计，单单这三家跨国药企这一轮在华的投资金额将超过1200亿元。 伴随着中国医药审评审批制度改革以及政策鼓励创新药发展，越来越多的跨国药企加速向中国市场输入创新药，创新药逐渐成为跨国药企在华业绩增长重要来源。伴随着创新药引入中国市场，如何实现本地制造，成为跨国药企进一步探索的方向，通过在中国建设生产基地，能够形成从原料端到产品端的供应链优势，从而更好地满足中国市场需求，提升市场竞争力。 有跨国药企人士对第一财经记者表示，中国已成为全球医药创新策源地之一，这使得跨国药企们更加重视在中国市场投资，与中国本土创新合作，可以进一步提升自身创新能力，同时在华扩建产能，也可以使得在华获批上市、并且已进入医保的创新药可以更快供应中国市场。 以诺华为例，由诺华研发的全球首款靶向PSMA放射配体疗法的两个适应证于去...