「日行萬步」嘉年華西九開鑼 衞生署：港人逾半成人超重 男士糖尿病風險增兩倍 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】醫健通即日起加入「日行萬步」挑戰，參與者可累積積分換取禮品，衞生署期望市民將體能活動融入生活。 衞生署建議市民每天步行一萬步以增強體能，但「都市人」是否容易實踐？曾小姐：「應該沒有一萬步，但都有步行、做運動。（你覺得每天走一萬步難嗎？）沒有計算過，應該有點困難。」李先生：「香港本身都市生活，有時都需要走頗路，如果跑步都是跑10至20分鐘，都有萬多步的。」 衞生署在西九文化區舉行「日行萬步」嘉年華，推廣體重管理及運動文化。衞生署署長林文健：「當你過肥健康有很多問題，心血管疾病、中風、心臟病、糖尿病等都高些。男士來説，糖尿病在香港都比較多，男士超重肥胖風險患上糖尿較正常男士多兩倍，女士更多三倍。我們最看到情勢比較嚴峻，健康調查結果發現香港成年人有超過一半是超重或肥胖。」 嘉年華有攤位遊戲及表演，鼓勵市民建立健康生活模式。除了靠走路減肥，還可以用智能無繩跳繩，計算跳繩次數，每日持之以恆，同樣達到消脂的效果。 衛生署即日起同步在醫健通推出「日行萬步」挑戰，透過應用程式記錄步數，累積健康積分以換取禮品。

Strong quarterly results from Micron Technology MU and FedEx FDX stood out as rare bright spots in an otherwise turbulent week, as broader equity indexes retreated sharply amid surging oil prices and heightened economic uncertainty stemming from the conflict in Iran. Neither were immune to the volatility in Friday’s trading session, but Micron and FedEx stock may serve as appealing buy-the-dip targets as they posted blowout quarterly earnings on Wednesday and Thursday, respectively. Optimistically, there were a few other standouts that could potentially combat weaker market sentiment after impressively beating EPS expectations. Micron’s Record-Breaking Growth Continues Explosive demand for AI-related memory products has led to tight industry supply, allowing Micron to command higher prices and deliver stronger margins, with its stock currently boasting a Zacks Rank #1 (Strong Buy). Reporting results for its fiscal second quarter, Micron’s Q2 sales nearly tripled year over year to a record $23.86 billion from $8.05 billion in the comparative quarter. The surge was fueled by high demand for Micron’s high-bandwidth memory (HBM) products, which are used in Nvidia’s NVDA GPUs. More importantly, Micron continued to show strong execution, with Q2 EPS at $12.20, topping expectations of $8.80 by 38.64% and skyrocketing from $1.56 per share a year ago. Micron also produced record quarterly free cash flow of $6.9 billion and has efficiently scaled its next-generation memory production. With analysts seeing the current memory cycle as the strongest in years, Micron guided its Q3 sales at $33.5 billion, well ahead of expectations of $22.79 billion or 101% growth. Benefitting from a blazing trend of positive earnings estimate revisions, Micron is currently expected to post FY26 EPS of $36.18. More intriguing, analysts project Micron will pass $100 billion in annual sales next year, and FY27 EPS projections are at a whopping $54.78. FedEx Fires on all Cylinders FedEx’s results for...

Strong quarterly results from Micron Technology MU and FedEx FDX stood out as rare bright spots in an otherwise turbulent week, as broader equity indexes retreated sharply amid surging oil prices and heightened economic uncertainty stemming from the conflict in Iran. Neither were immune to the volatility in Friday’s trading session, but Micron and FedEx stock may serve as appealing buy-the-dip targets as they posted blowout quarterly earnings on Wednesday and Thursday, respectively. Optimistically, there were a few other standouts that could potentially combat weaker market sentiment after impressively beating EPS expectations. Micron’s Record-Breaking Growth Continues Explosive demand for AI-related memory products has led to tight industry supply, allowing Micron to command higher prices and deliver stronger margins, with its stock currently boasting a Zacks Rank #1 (Strong Buy). Reporting results for its fiscal second quarter, Micron’s Q2 sales nearly tripled year over year to a record $23.86 billion from $8.05 billion in the comparative quarter. The surge was fueled by high demand for Micron’s high-bandwidth memory (HBM) products, which are used in Nvidia’s NVDA GPUs. More importantly, Micron continued to show strong execution, with Q2 EPS at $12.20, topping expectations of $8.80 by 38.64% and skyrocketing from $1.56 per share a year ago. Micron also produced record quarterly free cash flow of $6.9 billion and has efficiently scaled its next-generation memory production. With analysts seeing the current memory cycle as the strongest in years, Micron guided its Q3 sales at $33.5 billion, well ahead of expectations of $22.79 billion or 101% growth. Benefitting from a blazing trend of positive earnings estimate revisions, Micron is currently expected to post FY26 EPS of $36.18. More intriguing, analysts project Micron will pass $100 billion in annual sales next year, and FY27 EPS projections are at a whopping $54.78. FedEx Fires on all Cylinders FedEx’s results for...

格隆汇3月21日｜据CCTV国际时讯，当地时间3月21日凌晨，伊朗伊斯兰革命卫队发布声明称，已发动“真实承诺4”第70波行动。声明称，此次行动使用“吉亚姆”和“伊马德”导弹以及攻击型无人机，对5个美军基地进行了协同攻击。攻击目标包括苏丹王子空军基地、达夫拉空军基地、阿里·萨利姆空军基地和埃尔比勒的空军基地，以及美国海军第五舰队基地。 革命卫队在声明中表示，此次行动还使用了“海巴尔·谢坎”和“卡德尔”导弹，对包括以色列海法和特拉维夫地区在内的重点目标进行了打击。 声明重申，伊朗将继续采取进攻性战略，并将加大力度对任何侵犯伊朗领土和国家主权的侵略源头进行打击。声明还强调，伊朗已为应对当前阶段的对抗做好充分准备。

Despite recent stock market “digestion,” Wedbush Securities analyst Dan Ives remains ultra-bullish on Nvidia Corp., projecting the chipmaker will hit a $6 trillion market capitalization by 2027 as the artificial intelligence (AI)revolution enters its next aggressive phase. The ‘Godfather’ Of AI Revolution In a recent interview with CNBC International, following Nvidia's GTC event, Ives dismissed concerns over the stock's recent “treadmill” price action, attributing the volatility to the company becoming a “victim of their own success.” While some investors are demanding immediate proof of further growth, Ives argues that we are only in year three of an 8 to 10-year build-out. “There’s one chip in the world fueling the AI revolution, and that’s Nvidia,” Ives stated, referring to CEO Jensen Huang as the “Godfather of AI.” Don't Miss: He noted that the demand-to-supply ratio for Nvidia's chips currently sits at a staggering 12-to-1, a gap that suggests the company is “sandbagging” its long-term guidance by 20% to 30%. A $6 Trillion Milestone The crux of the Wedbush thesis lies in the sheer scale of the addressable market. While the market currently eyes a $3 trillion to $4 trillion opportunity in inference and hardware, Ives believes the trajectory is much steeper. “I think this is a $6 trillion market cap by 2027,” Ives predicted, citing a massive backlog and the transition of Nvidia from a mere chip provider to a foundational platform. As per the last check, Nvidia’s market valuation stood at $4.385 trillion. Trending: What If Tires Didn't Need Air — Or Replacing? This Startup Says It's Possible The Second And Third Derivatives Beyond the hardware, Ives highlighted a “memory super cycle” and an impending software boom. He expects software to become the “hearts and lungs” of the AI revolution in the second half of the year. Despite competition from hyperscalers like Alphabet Inc.‘s and Microsoft Corp., Ives maintains that the “AI ghost trade” is ending, giving way to ...

多名美国官员透露，伊朗向位于印度洋中部的美英联合军事基地迪戈加西亚发射了两枚中程弹道导弹。 两枚导弹均未击中该基地，但此举标志着伊朗试图大幅突破西亚范围、威胁美国利益的重大举动。 据其中两名消息人士称，一枚导弹在飞行过程中出现故障，美军一艘军舰则向另一枚导弹发射了一枚 SM-3 拦截弹。 一名官员表示，目前尚不确定是否成功实施拦截。迪戈加西亚基地距伊朗约 4000 公里，伊朗将其列为打击目标，意味着其导弹射程远超德黑兰此前公开承认的水平。 伊朗外交部长阿拉格齐上月曾表示，伊朗已刻意将导弹射程限制在 2000 公里以内。隶属威斯康星核军备控制项目的 “伊朗观察” 机构称，伊朗已列装射程可达 4000 公里的导弹。 以色列阿尔玛研究教育中心则认为，伊朗导弹最大射程约 3000 公里，但有报道显示其正在研发射程更远的武器。 迪戈加西亚基地坐落于英属印度洋领地的一座偏远岛屿上，是一处战略要地，美军在此部署了轰炸机、核潜艇及导弹驱逐舰。 责任编辑：刘明亮

Investors and dealmakers preparing for SpaceX‘s upcoming $1.75 trillion IPO must reckon with one of the most powerful—and most dangerous—variables in public equities: the Elon Musk effect. Tesla‘s history offers an object lesson in this dynamic, as our SpaceX pre-IPO report explains. Since 2017, PitchBook identified 99 major events that moved the EV leader’s stock 7% or more on elevated volume. About 6 in 10 were driven by company-specific catalysts. Corporate governance and political events, almost all of which trace directly to Musk, produced average moves of nearly 12%, statistically indistinguishable from earnings reactions, and skewed heavily negative. The Musk premium cuts both ways. Tesla rallied over 90% in the month following the 2024 presidential election on the “Trump-Musk trade,” only to surrender those gains entirely by March 2025 as DOGE backlash, European boycotts and a 49% collapse in China sales converged. SpaceX’s unconventional offering could amplify these dynamics. The company plans to float roughly 3% to 4% of its equity (the thinnest large-cap float in modern history), meaning Musk-driven sentiment shifts hit a much narrower order book. Where Tesla sees 10% to 15% swings on governance and political catalysts, PitchBook expects SpaceX to experience 20% to 30% moves on equivalent news. Another factor is the company’s credibility gap with investors, which is also familiar to Tesla shareholders. SpaceX management typically delivers on its targets, but only 1 in 5 get done on time. The rest run two to three years late. Shareholders will price this pattern through a kind of credibility ledger, discounting management timelines by 1.5x to 2.5x while maintaining directional conviction. The bottom line is that SpaceX’s IPO will test everyone whose reputation rides on it. Bankers must price a company whose controlling shareholder can move markets with a few words. Management must ground its guidance in tighter, more defensible ranges than it has historica...

Tesla, Inc. isn't just choosing a chip supplier. It's choosing where its future lives. By tapping Samsung's new Texas fab to produce next-gen AI chips, Elon Musk is making a move that looks less about performance — and more about control. Because in AI, supply chains are strategy. This Isn't About Chips — It's About Geography For years, Taiwan Semiconductor Manufacturing Company Ltd. has been the default for cutting-edge semiconductors. Most of the AI world still runs through Taiwan. Tesla just stepped away from that gravity. Don't Miss: Samsung's Taylor, Texas facility — set to produce Tesla's AI chips starting 2027 — anchors a critical piece of Musk's stack firmly on U.S. soil. That's not just manufacturing. That's insulation. In a world where chip supply can be disrupted by geopolitics, shipping lanes or policy shifts, Tesla is quietly reducing a major risk: dependence on Asia. The Rise Of A ‘Sovereign' AI Supply Chain Tesla already designs its own silicon. Now it's pairing that with domestic manufacturing. Put the pieces together, and a pattern emerges: Design: in-house Manufacturing: U.S.-based Deployment: global Trending: This Startup Thinks It Can Reinvent the Wheel — Literally This is what a sovereign chip chain looks like. Advertisement It's not about beating TSMC on process nodes, at least not yet. It's about ensuring that Tesla's AI ambitions — from Full Self-Driving to Optimus — aren't bottlenecked by external dependencies. Why This Matters For The AI Race AI isn't just software anymore. Its hardware, energy, and infrastructure — all tightly coupled. If Tesla controls its chips, it controls the pace of its AI rollout. And that changes the competitive landscape. While others optimize for performance or cost, Tesla is optimizing for certainty — ensuring that the compute powering its vehicles and robots isn't stuck waiting in a fragile global supply chain. See Also: This Under-$1 Pre-IPO AI Company Is Still Open to Retail Investors — Learn More A Different ...

Shares of Planet Labs (PL +25.18%) soared on Friday after the satellite imagery supplier reported strong revenue growth and significant progress toward achieving sustained profitability. Space-based gains Planet's revenue surged 41% year over year to $86.8 million in its fiscal 2026 fourth quarter, which ended on Jan. 31. The provider of geospatial solutions launched 40 satellites over the past year. It also struck deals with the likes of the U.S. Department of Defense, NATO, and the Swedish Armed Forces to deliver space-based data, artificial intelligence (AI)-powered analytics, and threat monitoring services. Expand NYSE : PL Planet Labs PBC Today's Change ( 25.18 %) $ 6.79 Current Price $ 33.75 Key Data Points Market Cap $9.1B Day's Range $ 32.50 - $ 36.27 52wk Range $ 2.79 - $ 36.28 Volume 2M Avg Vol 12M Gross Margin 57.95 % All told, Planet broke even on an adjusted basis. That was much better than Wall Street expected. Analysts predicted a loss of $0.05 per share. Better still, the San Francisco-based space stock produced $53 million in free cash flow in fiscal 2026. Planet ended its fiscal year with $640 million in cash and investments. A long runway for growth Planet sees its revenue growing to between $415 million and $440 million in fiscal 2027, up from $307.7 million in 2026. Management also projects earnings before interest, taxes, depreciation, and amortization (EBITDA) of up to $10 million. Planet's backlog, which grew by 79% to more than $900 million, portends even larger gains. "With this excellent backlog as well as our healthy pipeline, we project strong growth for this year and beyond," CEO Will Marshall said. With conflict in the Middle East and Ukraine once again demonstrating the vital need for situational awareness, and a growing number of industries recognizing the value of space-based data solutions, demand for Planet's offerings is likely to soar in the coming years.

Key Points Demand for Planet Labs' offerings is rising. With a fast-growing backlog of over $900 million, much more gains lie ahead. 10 stocks we like better than Planet Labs PBC › Shares of Planet Labs (NYSE: PL) soared on Friday after the satellite imagery supplier reported strong revenue growth and significant progress toward achieving sustained profitability. 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 » Space-based gains Planet's revenue surged 41% year over year to $86.8 million in its fiscal 2026 fourth quarter, which ended on Jan. 31. The provider of geospatial solutions launched 40 satellites over the past year. It also struck deals with the likes of the U.S. Department of Defense, NATO, and the Swedish Armed Forces to deliver space-based data, artificial intelligence (AI)-powered analytics, and threat monitoring services. All told, Planet broke even on an adjusted basis. That was much better than Wall Street expected. Analysts predicted a loss of $0.05 per share. Better still, the San Francisco-based space stock produced $53 million in free cash flow in fiscal 2026. Planet ended its fiscal year with $640 million in cash and investments. A long runway for growth Planet sees its revenue growing to between $415 million and $440 million in fiscal 2027, up from $307.7 million in 2026. Management also projects earnings before interest, taxes, depreciation, and amortization (EBITDA) of up to $10 million. Planet's backlog, which grew by 79% to more than $900 million, portends even larger gains. "With this excellent backlog as well as our healthy pipeline, we project strong growth for this year and beyond," CEO Will Marshall said. With conflict in the Middle East and Ukraine once again demonstrating the vital need for situational awareness, and a growing number of industries recognizing the val...

Astera Labs faces investor caution as execs sell stock, despite strong AI hardware demand. Upcoming May earnings are a crucial test for the company's high-growth trajectory. While the company is operationally positioned as a critical component within the global AI infrastructure build-out, significant equity sales by its top executives are introducing a note of caution. Investors are now weighing whether the firm's robust growth metrics can counterbalance the apparent skepticism signaled by its own management team. Leadership Cashing Out Raises Eyebrows The stock came under notable selling pressure recently, shedding over seven percent to trade at 102.00 euros. This decline is largely attributed to reports of substantial insider selling activity. Over the past three months, senior leaders, including the Chief Executive Officer, have disposed of sizable portions of their holdings. The market frequently interprets such transactions as a potential indicator that near-term valuations may have become stretched. With this latest drop, the equity has now declined by almost 34 percent since the start of the year. Strong Fundamentals and Analyst Support Fundamentally, Astera Labs continues to benefit from unrelenting demand for specialized hardware that networks AI chips. Its latest quarterly report showcased this strength, with revenue reaching approximately $270.6 million. This performance demonstrates the company's ability to capitalize on the industry-wide data center upgrade cycle, even alongside giants like NVIDIA. Market researchers continue to back this positive trajectory with buy ratings, highlighting the firm's connectivity solutions as an essential enabler for cloud providers engaged in massive capacity expansion. Should investors sell immediately? Or is it worth buying Astera Labs? The Crucial Test Ahead in May The long-term corporate strategy remains firmly focused on growth and market consolidation. Initiatives such as the new UALink platform aim to strengthen...

格隆汇3月21日｜据华尔街日报：伊朗向位于印度洋中部的美英联合军事基地迪戈加西亚发射了两枚中程弹道导弹。两枚伊朗导弹均未击中迪戈加西亚基地；一枚在飞行中失败，美军军舰向另一枚发射了拦截导弹。

滞胀是否将接踵而至。 本周，全球央行超级周落幕，美国、日本、英国、加拿大等发达经济体和多个新兴经济体央行同步举行会议。中东地区战事持续，战火扰乱能源供应，价格冲击正波及各行各业，恐将抑制经济增长、推高通胀水平。全球各经济体政策制定者均在密切关注事态影响，警惕这场旷日持久的冲突颠覆全球经济的风险。 央行如临大敌 第一财经记者汇总发现，面对中东局势升级带来的油价暴涨，本周召开议息会议的各经济体央行明确表示已处于警戒状态，担忧能源价格上涨若引发购买力受损的家庭要求加薪，可能会在整体经济中掀起新一轮通胀浪潮。 美联储以11票赞成、1票反对的结果决定将利率维持在3.50%—3.75%区间，同时通胀预期被上修。美联储主席鲍威尔在新闻发布会上表示：“短期内，能源价格上涨将推高整体通胀，但现在判断其对经济潜在影响的范围与持续时间还为时过早。”鲍威尔并未认为就业市场走弱的风险比通胀更危及美联储政策目标，这一态度推动市场降息预期推迟至2027年，甚至使美联储下次会议加息概率升至12%。 欧洲央行在3月会议维持利率不变，但释放信号：若高能源价格推升通胀，将准备加息。欧洲央行在声明中称，能源价格暴涨使其将欧元区2026年通胀预期上调至2.6%，大幅高于2%的政策目标。 欧洲央行行长克里斯蒂娜・拉加德称，能源成本将对通胀产生 “实质性影响”，“中东冲突令经济前景不确定性大幅上升，给通胀带来上行风险，同时给经济增长带来下行风险。”伦敦证交所集团数据显示，欧元区货币市场目前完全计价6月加息。摩根大通预计，欧洲央行将在4月和7月两次加息。 英国央行行长安德鲁·贝利在该行货币政策委员会全票通过维持利率不变的决议后表示：“货币政策无法逆转（能源）供应端受到的冲击。”他补充道：“但货币政策必须对英国消费者价格指数通胀出现更持久影响的风险作出回应。”决议公布后，英国10年期国债收益率已创2008年以来新高，货币市场已计价英国年内三次加息。 作为本轮率先进入紧缩周期的经济体，日本央行行长植田和男表示，若油价飙升对经济增长的冲击被证明是暂时性的，且不会阻碍日本央行持续实现通胀目标的进程，不排除短期内加息的可能。“需要注意的是，当前局势发生之际，企业已在积极提薪涨价，这意味着它们转嫁成本的力度可能比俄乌冲突后更为激进。” 面对去年底开始的新一轮物价上行，澳大利亚联储连续第二次加息，将现金利率水平推升至10个月高...

知名披萨连锁、披萨蘸酱的发明者棒约翰要被中东土豪买下了。 3月11日，卡塔尔王室的关联投资基金Irth Capital，已提出以每股47美元的价格收购棒约翰国际公司，较棒约翰前一日的股价溢价50%。消息公布当天，棒约翰股价大涨19%，盘中一度触发熔断。 棒约翰是世界第三大披萨连锁品牌，目前在全球50多个国家拥有超过6000家餐厅。不过，自疫情以来棒约翰的业绩持续下滑，股价一路走低，与三年前的高点相比已经跌去了70%。这种情况下，棒约翰勾起了各路资本前来“捡漏”的兴趣。 2025年上半年，Irth Capital曾联合知名PE巨头阿波罗环球，共同发起对棒约翰的要约收购。后来双方在运营控制权、财务条款上产生分歧，合作告吹。随后阿波罗环球又在2025年10月独自发起了一份收购提议，但在经过短暂的尽职调查后又宣布撤回。 这一次Irth Capital再吃“回头草”，将是棒约翰在一年之内第三次收到收购提议。这也是这个经典老品牌完成“咸鱼翻身”的一次大好机会。最新披露的财报显示，棒约翰在2025年净利润暴跌了62%，急需“白衣骑士”来拯救。 棒约翰不“棒”了 曾经风靡全球的棒约翰，这两年正深陷闭店泥潭。 棒约翰创立于1986年，最初只是一家社区小店，短短几年内就凭借一句“更好的原料，更好的披萨”广告语迅速蹿红美国。1990年代，棒约翰掀起了与必胜客的“披萨大战”，并最终在美国最高法院打赢了与必胜客的广告侵权官司。这场官司让棒约翰更加名声大噪，牢牢树立起“高品质披萨”的品牌形象。 早期的棒约翰曾创造了一系列奇迹，是被写入商学院教科书的经典案例。它在成立仅8年之后就成功在纳斯达克上市，成立10年后门店突破1000家，成立12年后开始国际化扩张。成立仅15年后，棒约翰门店数突破3000家，成为继必胜客、达美乐之后的美国第三大披萨连锁。 但在最近这十年，棒约翰却波折不断，一再闹出负面新闻。 2017年，棒约翰的创始人约翰·施纳德先是在NFL抗议事件中发表了争议性言论，随后又在媒体培训中使用种族歧视性词汇，造成了一场后果极为严重的公关危机。这一事件不仅导致公司股价暴跌，同店销售额更是连续数个季度录得负增长。 棒约翰在2017年的总收入达17.8亿美元，2018年下滑了8%至16.3亿美元，2019继续下滑至16.1亿美元。 面对销售下滑，棒约翰不得不进行痛苦的去创始人化。约翰·施纳德本人...

That's done little but to further infuriate many in Pakistan's authorities. Often within hours of an attack, it is common to hear Pakistan ministers link it to Afghanistan, leading to furious rebuttals from the Taliban government. After years of diplomatic efforts, Pakistan now says that there is nothing to talk about.

Automakers near and far are dipping their figurative toes into new frontiers such as artificial intelligence (AI), humanoid robotics, and driverless vehicles. Some automakers, such as Tesla (TSLA 3.25%) are exploring all three areas. For auto investors, owning a company that one day thrives with driverless vehicles, or perhaps vehicles-as-a-service, could be a portfolio-transforming win -- or it could be a disappointment if the company falls short of ambitions. That raises the question: Does Lucid's (LCID 2.28%) recent announcement with Uber Technologies (UBER 1.95%) make the young EV maker a buy now? Lucid's major announcements At Lucid's recent investor day in New York, the young electric vehicle (EV) maker highlighted its strategic near-term plans that included elements of its upcoming midsize platform, its next-generation electric drive unit, and the evolution of its strategic driverless vehicle partnership with Uber. It's really the combination of Lucid's upcoming midsize platform and the partnership with Uber that should have investors intrigued. A brief recap: In January, Lucid, Nuro, Inc. and Uber, unveiled the production intent vehicles to be used in the partnership's global robotaxi service, with limited autonomous on-road testing beginning in the month prior. It's a significant milestone and partnership, to be sure, but delivering this with commercial scale will be a massive challenge for not just this partnership, but the entire industry. For Lucid specifically, the partnership featured a $300 million investment from Uber and called for integrating Nuro's autonomous technology into 20,000 or more Lucid Gravity SUVs for exclusive use with Uber's platform over the next six years. That original partnership has now evolved and investors should take note because it could be the key to unlocking real driverless vehicle scale down the road. Meet the Lunar concept Now the companies are finalizing an agreement to deploy Lucid's upcoming midsize EV platform as rob...

Key Points Lucid's Investor Day highlighted its near-term strategy including its driverless vehicle partnership with Uber. Uber and Lucid recently expanded their partnership to include the latter's midsize platform and double the vehicles. Lucid's Lunar concept is a robotaxi concept designed for improved unit economics. 10 stocks we like better than Lucid Group › Automakers near and far are dipping their figurative toes into new frontiers such as artificial intelligence (AI), humanoid robotics, and driverless vehicles. Some automakers, such as Tesla (NASDAQ: TSLA) are exploring all three areas. For auto investors, owning a company that one day thrives with driverless vehicles, or perhaps vehicles-as-a-service, could be a portfolio-transforming win -- or it could be a disappointment if the company falls short of ambitions. That raises the question: Does Lucid's (NASDAQ: LCID) recent announcement with Uber Technologies (NYSE: UBER) make the young EV maker a buy now? 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 » Lucid's major announcements At Lucid's recent investor day in New York, the young electric vehicle (EV) maker highlighted its strategic near-term plans that included elements of its upcoming midsize platform, its next-generation electric drive unit, and the evolution of its strategic driverless vehicle partnership with Uber. It's really the combination of Lucid's upcoming midsize platform and the partnership with Uber that should have investors intrigued. A brief recap: In January, Lucid, Nuro, Inc. and Uber, unveiled the production intent vehicles to be used in the partnership's global robotaxi service, with limited autonomous on-road testing beginning in the month prior. It's a significant milestone and partnership, to be sure, but delivering this with commercial scale will be a massive c...

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格隆汇3月21日｜华泰证券研报表示，全球硫酸约60%来自硫磺，30%来自金属冶炼副产，10%产自硫铁矿制酸，而原油炼制及天然气加工副产是全球硫磺生产的主要途径。据Kepler，2025年经霍尔木兹海峡出口的硫磺占全球近半，叠加原油供给受限导致东亚炼厂负荷存下降预期，且北美页岩油气含硫量偏低，中东硫磺减供后全球供给缺口凸显，华泰证券认为硫磺供需矛盾中期或难以扭转。据S&P Global，全球硫酸约58%用于磷肥，其余包括镍、铜、铀等金属加工，以及钛白粉、尼龙、染料、锂电正极等制造，伴随硫磺供应趋紧以及价格高位，磷石膏制酸、草酸亚铁制磷酸铁、氯化法钛白粉等差异化生产路径的化工项目有望受益。

华泰证券（601688）研报表示，全球硫酸约60%来自硫磺，30%来自金属冶炼副产，10%产自硫铁矿制酸，而原油炼制及天然气（885430）加工副产是全球硫磺生产的主要途径。据Kepler，2025年经霍尔木兹海峡出口的硫磺占全球近半，叠加原油供给受限导致东亚炼厂负荷存下降预期，且北美页岩油气含硫量偏低，中东硫磺减供后全球供给缺口凸显，华泰证券（601688）认为硫磺供需矛盾中期或难以扭转。据S&P Global，全球硫酸约58%用于磷肥，其余包括镍、铜、铀等金属加工，以及钛白粉（884209）、尼龙、染料（885633）、锂电正极等制造，伴随硫磺供应趋紧以及价格高位，磷石膏制酸、草酸亚铁制磷酸铁、氯化法钛白粉（884209）等差异化生产路径的化工（850102）项目有望受益。(人民财讯)

By David Jeans NEW YORK, March 20 (Reuters) - Palantir (PLTR)’s Maven artificial intelligence system will become an official program of record, Deputy Secretary of Defense Steve Feinberg said in a letter to Pentagon leaders, a move that locks in long-term use of Palantir’s weapons-targeting ‌technology across the U.S. military. In the March 9 letter to senior Pentagon leaders and U.S. military commanders, Feinberg said embedding Palantir’s Maven ‌Smart System would provide warfighters “with the latest tools necessary to detect, deter, and dominate our adversaries in all domains”. The decision is expected to go into effect by the close of the ​current fiscal year, which ends in September, according to the letter, which was reviewed by Reuters and has not been previously reported. Maven is a command-and-control software platform that analyzes battlefield data and identifies targets. It is already the primary AI operating system for the U.S. military, which has carried out thousands of targeted strikes against Iran over the last three weeks. Designating Maven as a program of record will streamline its adoption across all arms of the military and provide ‌stable, long-term funding, Feinberg said. The memo ordered oversight of ⁠Maven be moved from the National Geospatial Intelligence Agency to the Pentagon’s Chief Digital Artificial Intelligence Office within 30 days. Future contracting with Palantir will be handled by the Army, the letter said. “It is imperative that we invest now ⁠and with focus to deepen the integration of artificial intelligence (AI) across the Joint Force and establish AI-enabled decision-making as the cornerstone of our strategy,” Feinberg wrote. Palantir and the Pentagon did not immediately respond to a request for comment. Palantir rises further at the Pentagon Feinberg’s order is a significant win for Palantir, which has landed a growing ​stream ​of contracts with the U.S. government, including a deal announced last summer with the ​U.S. Army wo...