财联社3月20日讯（记者 胡皓琼 陈抗） 在海南离岛免税新政实施以及海南全岛封关的机遇下， 中国中免 （601888.SH）去年Q4剔除商誉减值损失因素后的净利润同比增长150.63%，但公司全年经营仍处于调整通道。 中国中免今晚发布的2025年度业绩快报显示，公司全年实现营业收入536.94亿元，同比下降4.92%；归属于上市公司股东的净利润35.86亿元，同比下降15.97%。报告期内，根据企业会计准则的要求，公司对重点子公司商誉进行了减值计提，对公司净利润产生一定影响。 2025年，公司主营业务毛利率、运营效率持续改善，主营业务毛利率同比增长0.51个百分点，存货周转率同比增长约10%。 海南封关影响是公司四季度业绩增长不可忽视的变量。海南自贸港2025年12月18日启动全岛封关，带动离岛免税购物消费火热，根据海口海关披露的数据，封关首周（12月18日到24日)，海口海关共监管离岛免税购物金额11亿元、购物件数77.5万件、购物人数16.5万人次，同比分别增长54.9%、11.8%、34.1%，比封关前一周分别增长71.8%、46.7%、71.8%。 中国中免在公告中亦提到，“公司充分把握海南离岛免税新政实施以及海南全岛正式封关的机遇，旗下海南重点门店于春节期间销售额、进店客流再创新高。同时，公司按计划稳步推进重点项目的股权和资产收购，实现重点机场门店高效转场和开业，有效承接了国内消费回流与全球游客的增量需求。” 从中长期看，随着海南自贸港封关的推进，行业竞争将从价格驱动转向供应链与运营能力的综合比拼，中国中免的规模化采购能力、渠道网络以及品牌资源绑定等核心优势将进一步突显。 根据国金证券发布的研报，今年1-2月离岛免税增长符合预期，经轧差计算，3月1日-3月12日离岛免税销售额约为15.9亿，日均销售额约为1.33亿，日均购物人次约为2.03万。错峰出行趋势增强，带来海南3月淡季不淡。 值得注意的是，中国中免近期完成收购DFS集团位于港澳地区的门店及相关无形资产，LVMH集团和Miller家族完成认购中国中免增发H股股份，正式确立三方在全球旅游零售领域的合作伙伴关系。

Key Points CoreWeave is providing computing power for the AI revolution. TTM Technologies produces key tech components such as printed circuit boards used in a host of applications, including in data centers. Fastly runs a major content delivery network and provides cybersecurity services. 10 stocks we like better than CoreWeave › Artificial intelligence (AI) has been a game-changer for many companies. For example, Alphabet experienced record-high Google search usage in the fourth quarter of 2025, and much of that growth was a result of the company adding AI Mode and AI Overviews to its search engine. The AI tailwind could persist across the tech sector for years. Consider that, according to a forecast from Statista, the artificial intelligence market will expand from nearly $350 billion in 2026 to a whopping $1.7 trillion by 2031. It's no wonder retail investors are upbeat about AI stocks, according to a survey conducted by the Motley Fool. 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's why I have already invested in several AI companies, including megacaps Alphabet and Nvidia. But there are others that I'm looking at in March that are less well known, among them, CoreWeave (NASDAQ: CRWV), TTM Technologies (NASDAQ: TTMI), and Fastly (NASDAQ: FSLY). CoreWeave's AI computing strength CoreWeave is a player in the AI infrastructure market. It provides businesses with computing power for AI systems through the equipment in its data centers. Demand for CoreWeave's services is sending its sales soaring. In 2025, revenue reached $5.1 billion, up from $1.9 billion in 2024. And this year, it expects to more than double its top line again, with management guiding for revenue of $12 billion to $13 billion. In March, CoreWeave signed a multiyear deal with AI giant Perplexity. It also forged a partners...

兴通股份（603209）公告，公司拟与控股子公司上海兴通链发的少数股东厦门建发供应链物流科技同比例对上海兴通链发进行增资。本次增资总额为人民币1亿元，将通过上海兴通链发全额投入其全资子公司XINGTONG HERON，用于购买一艘25,900DWT在建不锈钢化学品船舶。其中，公司以货币资金出资人民币5100万元，建发供应链物流科技以货币资金出资人民币4900万元。本次增资完成后，上海兴通链发的注册资本由人民币2.56亿元增加至人民币3.56亿元，公司持股比例保持不变，仍为51%。

格隆汇3月20日｜信立泰3月20日公告，公司（含纳入合并报表范围内的子公司）拟使用额度不超过人民币20亿元的自有闲置资金购买理财产品。在上述额度内，资金可以滚动使用；相关额度的使用期限不超过12个月，期限内任一时点的交易金额不应超过委托理财额度。

Every time Bitcoin (BTC +0.49%) takes a hard fall, the obituary writers line up and say their piece. Now is one of those times. The phrase "is Bitcoin going to zero" is trending, the Crypto Fear & Greed Index recently hit an all-time low with an extreme-fear reading of just 5 out of 100, and a growing chorus of investors are declaring the asset finished. Even former U.K. Prime Minister Boris Johnson got a jab in, calling it a "giant Ponzi scheme" on March 16. The complaints are that Bitcoin's price failed to act like gold during the recent inflation scare, and additionally that the quantum computers of the near future might crack its cryptography and render it worthless overnight. In response to these claims, I'm buying $500 in Bitcoin, and I won't lose even a moment's sleep after I do. Here's why. These critiques don't prove anything At first blush, the prosecution's case looks pretty damning. Since peaking at about $126,000 in late October 2025, Bitcoin's price is down by more than 40%. Meanwhile, the price of gold has surged past $5,100 per ounce, fueled by central bank buying and the uncertainty surrounding the escalating U.S.-Iran conflict. Even some financial players, like Jefferies, an investment bank, are publicly liquidating some of their long-standing Bitcoin allocation and moving the money into physical gold in response to their concerns surrounding the crypto's exposure to risks from quantum computers. All that certainly stings for anyone who believed Bitcoin was supposed to behave similar to a gold-like safe investment during episodes of economic turmoil or inflation. The fact of the matter is that the market chose gold for that role, even as its price continued to soar and Bitcoin's stumbled. The investment thesis for buying Bitcoin, though, was never primarily about crisis insurance, so much as it was about long-term, scarcity-driven price appreciation. That argument hasn't changed at all. Expand CRYPTO : BTC Bitcoin Today's Change ( 0.49 %) $ 341.70 ...

Key Points A lot of investors dislike Bitcoin at the moment. Its falling price during the past 12 months is a big part of the reason for that. Look forward, not back. 10 stocks we like better than Bitcoin › Every time Bitcoin (CRYPTO: BTC) takes a hard fall, the obituary writers line up and say their piece. Now is one of those times. The phrase "is Bitcoin going to zero" is trending, the Crypto Fear & Greed Index recently hit an all-time low with an extreme-fear reading of just 5 out of 100, and a growing chorus of investors are declaring the asset finished. Even former U.K. Prime Minister Boris Johnson got a jab in, calling it a "giant Ponzi scheme" on March 16. The complaints are that Bitcoin's price failed to act like gold during the recent inflation scare, and additionally that the quantum computers of the near future might crack its cryptography and render it worthless overnight. 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 » In response to these claims, I'm buying $500 in Bitcoin, and I won't lose even a moment's sleep after I do. Here's why. These critiques don't prove anything At first blush, the prosecution's case looks pretty damning. Since peaking at about $126,000 in late October 2025, Bitcoin's price is down by more than 40%. Meanwhile, the price of gold has surged past $5,100 per ounce, fueled by central bank buying and the uncertainty surrounding the escalating U.S.-Iran conflict. Even some financial players, like Jefferies, an investment bank, are publicly liquidating some of their long-standing Bitcoin allocation and moving the money into physical gold in response to their concerns surrounding the crypto's exposure to risks from quantum computers. All that certainly stings for anyone who believed Bitcoin was supposed to behave similar to a gold-like safe investment during episode...

da-kuk/E+ via Getty Images China’s Communist Party doesn’t do subtle. When Beijing speaks, investors should listen—and according to Rory Green, chief China economist at T.S. Lombard, the latest Five-Year Plan offers clear signals about where markets are headed. The Five-Year Plan functions as Beijing’s official wish list, laying out policy objectives and quantitative targets that will shape the behavior of 1.4 billion people. While China won’t hit every target, the mere attempt to achieve them creates significant macro and market spillovers that savvy investors can capitalize on. Green identifies three key takeaways from the current plan: technology, equity re-rating, and disinflation. The technology angle is particularly compelling. Sectors highlighted in the previous Five-Year Plan significantly outperformed the CSI 300 ( ASHR ) over the following five years. This pattern suggests that backing Beijing’s chosen winners can be a profitable strategy. T.S. Lombard The tech priorities are semiconductors, embodied intelligence, biomanufacturing, new type batteries, commercial aerospace, large domestic aircraft, low altitude mobility, green hydrogen, brain computer interface, high end medical devices, AI quantum, deep sea/earth/polar/space exploration, nuclear fusion and new materials. What makes China’s tech ambitions formidable? Green points to four factors: developed-market technological capability combined with emerging-market costs, infrastructure and supply-chain dominance, and unprecedented state support for research and development. No nation has ever committed such massive resources to R&D. The sectors facing the highest disruption risk from Chinese competition include robotics, biotech, batteries, semiconductors, and aviation. Green warns that developed-market profits and growth will take a hit as China gains ground while expanding its geoeconomic influence. One disappointment: despite political rhetoric favoring consumption, the plan lacks a clear headline tar...

Svitlana Hulko/iStock via Getty Images Azitra ( AZTR ) has entered into a securities purchase agreement with new and existing healthcare focused institutional investors, it said on Thursday. The company's shares were up 93% at $0.34 in premarket trading on Friday. The financing is for gross proceeds of up to ~$31.4 million to the company, including initial gross proceeds of ~$10.5 million and up to an additional $20.9 million in gross proceeds upon the potential cash exercise of accompanying warrants at the election of the investors. The transaction is expected to close on or about March 20, Azitra ( AZTR ) said, adding that participants include healthcare-focused funds Stonepine Capital and Nantahala Capital , along with other institutions, healthcare professionals, and company insiders, including the CEO. The financing enables Azitra ( AZTR ) to utilize its expertise in skin science and leverage its microbial genetic engineering platform to produce high value proteins and peptides for the cosmetic market. More on Azitra Seeking Alpha’s Quant Rating on Azitra Historical earnings data for Azitra Financial information for Azitra

March 20 (Reuters) - Super Micro shares sank 27% on Friday after U.S. prosecutors charged three people linked with the company, including ‌its co-founder, with helping smuggle billions of dollars worth of ‌AI technology to China. The drop in premarket trading would erase nearly $5 billion from Super Micro's $18.49 ​billion market value if the losses hold. U.S. prosecutors did not name Super Micro - a major AI server builder using Nvidia's chips - in the complaint. The company confirmed it was not named as a defendant in the case, and ‌that it had cooperated with ⁠investigators. The Department of Justice has charged its co-founder Yih-Shyan Liaw, Taiwan-office sales manager Ruei-Tsang Chang and contractor Ting-Wei Sun ⁠on allegations of a complex scheme to send U.S.-made servers via Taiwan to other countries in Southeast Asia. From there, they were swapped into unmarked ​boxes and ​sent onward to China. The accused were ​charged with helping smuggle at ‌least $2.5 billion of U.S. AI technology to China, with products worth more than half a billion dollars sent between April and mid-May 2025, the Justice Department said. Super Micro has placed the employees on leave and ended its relationship with the contractor. The U.S. imposed chip export controls in 2022 to ‌make sure Beijing's military would not benefit ​from its technology, and to slow the ​development of China's AI efforts. San ​Jose, California-based Super Micro earlier said that the restrictions ‌impacted certain products, including those that contain ​the Nvidia A100 ​and H100 integrated circuits, among others. Soaring demand for AI chips had sent Super Micro's valuation to a peak of $67 billion in 2024, ​but margin pressure from ‌building the costly servers and allegations from the now-disbanded short-seller Hindenburg ​have since dragged the stock lower. (Reporting by Harshita Mary Varghese ​in Bengaluru; Editing by Leroy Leo)

據報丹麥年初為美國可能攻擊自治領地格陵蘭做準備，運送血包同炸藥到當地，必要時炸毀機場跑道，阻截美軍行動。 格陵蘭是全球第一大島，也是丹麥自治領地，有高度自治權，國防同外交事務由丹麥政府掌管。格陵蘭戰略地位重要，礦產資源豐富。美國總統特朗普，早前多次以所謂國家安全為由，揚言要得到格陵蘭。 丹麥廣播公司報道，美國在一月初攻擊委內瑞拉，俘虜總統馬杜羅後，丹麥認為美國為了取得格陵蘭，而發動攻擊的可能性大幅增加。 報道指一月時，部署到格陵蘭的丹麥士兵攜帶了炸藥，必要時會炸毀位於首府努克等地的機場跑道，以阻止美國軍機降落格陵蘭。又引述消息人士指，他們運送了血包，準備一旦爆發戰鬥，提供救援。 報道指一月時，由丹麥、法國、德國、挪威同瑞典等國軍人組成的先頭部隊，率先被派到格陵蘭，隨後抵達的主力部隊，包括丹麥特種部隊等。 軍隊調動當時是以「北極耐力」聯合軍演的名義進行，但真正原因是，為美國可能攻擊格陵蘭做準備。

騰訊控股(00700.HK)25Q4業績點評：核心業務增長穩健 AI投入成效顯現 富途牛牛

There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Microsoft (MSFT) and Jabil (JBL) with bullish sentiments. Microsoft (MSFT) In a report released yesterday, Mark Moerdler from Bernstein reiterated a Buy rating on Microsoft, with a price target of $641.00. The company’s shares closed last Wednesday at $391.79, close to its 52-week low of $376.91. According to TipRanks.com, Moerdler is a 5-star analyst with an average return of 14.3% and a 67.7% success rate. Moerdler covers the Technology sector, focusing on stocks such as Salesforce, Snowflake, and Workday. ;'> Microsoft has an analyst consensus of Strong Buy, with a price target consensus of $591.56, representing a 49.0% upside. In a report issued on March 4, J.P. Morgan also maintained a Buy rating on the stock with a $550.00 price target. See today’s best-performing stocks on TipRanks >> Jabil (JBL) Raymond James analyst Melissa Fairbanks reiterated a Buy rating on Jabil yesterday and set a price target of $300.00. The company’s shares closed last Wednesday at $258.67. According to TipRanks.com, Fairbanks is a 5-star analyst with an average return of 30.2% and a 76.6% success rate. Fairbanks covers the Technology sector, focusing on stocks such as SanDisk Corp, Apple, and Flex. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Jabil with a $288.25 average price target, representing a 16.4% upside. In a report issued on March 11, Robert W. Baird also initiated coverage with a Buy rating on the stock with a $275.00 price target. Read More on MSFT: Disclaimer & DisclosureReport an Issue

Strategic Investment Solutions Inc. IL boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 260.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,325 shares of the information services provider's stock after purchasing an additional 4,571 shares during the quarter. Strategic Investment Solutions Inc. IL's holdings in Alphabet were worth $1,541,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other large investors have also added to or reduced their stakes in the company. University of Illinois Foundation bought a new stake in shares of Alphabet in the 2nd quarter valued at about $31,000. Imprint Wealth LLC bought a new position in shares of Alphabet during the 3rd quarter worth approximately $31,000. Manning & Napier Advisors LLC bought a new position in shares of Alphabet during the 3rd quarter worth approximately $32,000. Tripletail Wealth Management LLC purchased a new stake in Alphabet during the third quarter valued at approximately $40,000. Finally, Retirement Wealth Solutions LLC lifted its position in Alphabet by 145.0% during the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock valued at $48,000 after acquiring an additional 116 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors. Get Alphabet alerts: Sign Up Alphabet Stock Performance NASDAQ:GOOG opened at $305.73 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. Alphabet Inc. has a 12 month low of $142.66 and a 12 month high of $350.15. The firm has a market capitalization of $3.70 trillion, a PE ratio of 28.28, a price-to-earnings-growth ratio of 1.79 and a beta of 1.10. The business's fifty day moving average price is $318.27 and its 200 day moving average p...

文章提及标的 道通科技 -- 道通科技（688208）公告，2025年营业收入48.33亿元，同比增长22.90%；净利润9.36亿元，同比增长46.02%。公司拟以实施2025年度分红派息股权登记日登记的总股本扣减公司回购专用证券账户中股份为基数分配利润，每10股派发现金红利5元(含税)，预计派发现金红利3.33亿元(含税)，占2025年度合并报表归属于上市公司股东净利润的35.61%。

Welcome to Edition 8.34 of the Rocket Report! The most important significant news this week, I believe, is the decision by Canada to make a serious investment in launch infrastructure at a spaceport in Nova Scotia. Tensions have risen between the United States and Canada of late (for reasons which are baffling to this author, who has always had an affinity for the nation to our north), and as a result Canada is seeking launch independence. This is an important start, but it will require a sustained, long-term commitment to really develop a flourishing launch industry. As always, we welcome reader submissions , and if you don't want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets as well as a quick look ahead at the next three launches on the calendar. Canada makes major commitment to space launch . The country's leading minister of national defense, David J. McGuinty, announced on Monday a $200 million investment in "core infrastructure" for a spaceport in Nova Scotia. The investment is a 10‑year, $200 million agreement to lease a dedicated space‑launch pad that will serve as the central foundation for a multi-user spaceport near Canso, Nova Scotia. The facility is operated by Maritime Launch Services. Read full article Comments

京东云发布OpenClaw一体机 2026-03-20 19:45:03 来源： 同花顺7x24快讯 分享 文章提及标的 京东 -- 京东（JD）云正式推出了OpenClaw一体机，支持日均处理Tokens3.5亿-10亿。并同步推出Coding Plan，提供Token套餐与多模型选择。(科创板日报)

Fabian Montano/iStock via Getty Images Overview Months following my last evaluation , Ovid Therapeutics' ( OVID ) lead partnered drug, soticlestat, flunked a Phase 3 trial. Its stock hasn't yet recovered from that event. Data by YCharts But my focus (even back then) was on Ovid's GABA-AT inhibitor, OV329. OV329's development hasn't moved much since. I suspect this is why it wasn't able to insulate the stock from the soticlestat failure. But OVID is showing signs of life after being left for dead. And, earlier this week, the company released more Phase 1 data, secured funding via a private investment in public equity ( PIPE ) financing, and outlined the path ahead for OV329. So now that OV329 is finally in the foreground, I wanted to revisit the stock. OV329 Ovid is advancing OV329 and OV4071: 10-K dated March 2026 (Ovid) OV329, although "Phase 2 ready," is surprisingly still a Phase 1 asset. Ovid plans to initiate a Phase 2 randomized controlled trial in Q2. The lead indication for OV329 will be "drug-resistant adult focal onset seizures." New data was revealed from the highest tested dose (7 mg). Ovid reports ( Slide 13 ) that "at 7 mg (n=11 healthy volunteers across SAD/MAD), there were no adverse events considered related to study drug." Ovid points out (so far) that OV329 "does not accumulate in the eye or change human visual health or structure," unlike SABRIL (vigabatrin). Because the mechanism is already validated in epilepsy, OV329's development is mostly a game of safety and exposure. The end goal is to avoid becoming the "last resort" that SABRIL has effectively come to. Author's Compilation OV329 will still need to prove its ability to reduce seizures. That's what the Phase 2 RCT is for, after all. And given that epilepsy is quite common and has several existing treatments, the path towards the market will be long (that is, time) and narrow (little room for error). Ovid also recently unveiled its plan to expand OV329 into rare pediatric conditions like TS...

在华为中国合作伙伴大会2026上，华为数据存储产品线副总裁肖德刚表示，AI下半程是数据，对存储是巨大的利好。在应用层，AI进入千行百业驱动Agent专用化，要求存储在“知识库、记忆库、数据安全（885942）”上全面进化；在模型层，上下文指数级增加，后LLM时代世界模型成为前沿热点，其数据量的增长会远高于大语言模型，数据存储存在非常多的机会，对存储在容量、带宽、时延等性能提出了极致诉求。在基础设施层，从成本中心到盈利中心，需要存储围绕Token经济提升算力。在处理器层，从以CPU为中心到以xPU为中心，对存储在IO并发能力上提出了更高要求。(科创板日报)

WJ Wealth Management LLC lowered its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 50.0% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 47,761 shares of the computer hardware maker's stock after selling 47,767 shares during the quarter. NVIDIA accounts for about 4.1% of WJ Wealth Management LLC's portfolio, making the stock its 7th biggest holding. WJ Wealth Management LLC's holdings in NVIDIA were worth $9,671,000 as of its most recent filing with the SEC. Get NVIDIA alerts: Sign Up Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kimelman & Baird LLC raised its holdings in shares of NVIDIA by 3.9% during the third quarter. Kimelman & Baird LLC now owns 59,373 shares of the computer hardware maker's stock valued at $11,078,000 after acquiring an additional 2,202 shares during the last quarter. Opes Wealth Management LLC boosted its stake in shares of NVIDIA by 1.4% in the third quarter. Opes Wealth Management LLC now owns 32,360 shares of the computer hardware maker's stock worth $6,038,000 after acquiring an additional 457 shares during the last quarter. Graybill Wealth Management LTD. increased its position in shares of NVIDIA by 4.0% during the third quarter. Graybill Wealth Management LTD. now owns 1,519 shares of the computer hardware maker's stock worth $283,000 after purchasing an additional 59 shares in the last quarter. Sulzberger Capital Advisors Inc. raised its stake in NVIDIA by 0.7% in the 3rd quarter. Sulzberger Capital Advisors Inc. now owns 33,601 shares of the computer hardware maker's stock valued at $6,269,000 after purchasing an additional 232 shares during the last quarter. Finally, Kensington Investment Counsel LLC lifted its holdings in NVIDIA by 7.6% in the 3rd quarter. Kensington Investment Counsel LLC now owns 28,461 shares of the computer hardware maker's stock valued at $5,310,000 after purchasing an additional 2,011 s...

3 月 20 日下午，宇树科技股份有限公司（以下简称「宇树科技」）正式披露首发并在科创板上市招股说明书（申报稿），向科创板迈出了关键一步。 随着两轮问询的顺利答复，这家全球四足与人形机器人的双龙头企业，正加速冲刺「具身智能第一股」。 招股书显示，宇树科技 2025 年前三季度扣非净利润高达 4.31 亿元，毛利率攀升至 60.27%，且拥有超 6.7 亿元的健康现金流，展现出强劲的自我造血能力。 这组数据意味着，宇树科技已经开始跑通从技术领先到规模盈利的商业闭环，让具身智能的「量产时代」变得更近一步。 亮眼业绩的背后，是宇树科技跑通了「实验室原型 - 全球化量产 - 商业化闭环」的核心逻辑，硬件性能决定了机器人的能力下限，而大模型能力，则在不断拓展通用机器人的通用性上限。 人形机器人反超四足 宇树科技此次招股书披露的核心经营数据，打破了市场对「人形机器人企业只烧钱、不盈利」的固有认知。 招股书与相关经营数据显示，宇树科技的经营业绩实现了跨越式增长。 2025 年 1-9 月，公司实现营业收入超 10 亿元，扣非净利润达到 4.31 亿元，经营活动现金净流入 4.28 亿元；2025 年度预计营业收入突破 17 亿元，扣非净利润超 6 亿元，经营现金净流入超 6.7 亿元。同时，公司盈利质量持续优化，毛利率从 2023 年的 44.22% 攀升至 60.27%，核心技术带来的产品溢价能力与成本管控效率，得到了充分印证。 更有标志性意义的变动发生在产品结构上—— 人形机器人的收入已正式超越四足机器人，成为公司最大的增长极。 图片来源：宇树科技招股书 长期以来，人形机器人因技术复杂度高、成本高昂被视为「吞金兽」，但宇树科技打破了这一偏见。 数据显示，其人形机器人 G1 已实现批量落地，2025 年 1-9 月产销率突破 95%，基本处于满产满销状态，年度发货量超 5500 台，位居全球首位。与此同时，其四足机器人累计销量超三万台，全球市场份额连续多年稳居第一，两大核心品类双双拿下全球市占率榜首，形成了产品护城河。 依靠全栈自研带来的成本控制能力，宇树将毛利率从 2023 年的 44.2% 推升至 2025 年 9 月末的 60.27%。 在市场布局上，宇树科技收获了境内外市场的双向成果。2025 年 1-9 月，其境内收入达 7.02 亿元，境外收入达 4.53 亿元，产...

Swiss Life Asset Management Ltd raised its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 16.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 715,524 shares of the chip maker's stock after buying an additional 99,855 shares during the quarter. Swiss Life Asset Management Ltd's holdings in Intel were worth $24,006,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Intel alerts: Sign Up Other institutional investors and hedge funds have also recently modified their holdings of the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new position in shares of Intel during the second quarter worth $28,000. Corundum Trust Company INC bought a new position in shares of Intel during the 3rd quarter valued at about $29,000. Provenance Wealth Advisors LLC grew its position in shares of Intel by 89.2% during the third quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock valued at $32,000 after purchasing an additional 446 shares in the last quarter. Strengthening Families & Communities LLC bought a new stake in shares of Intel in the third quarter worth about $33,000. Finally, GoalVest Advisory LLC purchased a new stake in shares of Intel in the third quarter worth about $34,000. Institutional investors own 64.53% of the company's stock. Insider Activity In other Intel news, EVP Boise April Miller sold 20,000 shares of the company's stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $49.05, for a total value of $981,000.00. Following the transaction, the executive vice president owned 113,060 shares of the company's stock, valued at $5,545,593. This represents a 15.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP David Z...

WJ Wealth Management LLC reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 50.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,970 shares of the iPhone maker's stock after selling 6,184 shares during the period. Apple makes up 0.7% of WJ Wealth Management LLC's portfolio, making the stock its 28th largest holding. WJ Wealth Management LLC's holdings in Apple were worth $1,614,000 as of its most recent filing with the SEC. Get Apple alerts: Sign Up Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank bought a new position in Apple during the second quarter valued at approximately $38,942,255,000. Nuveen LLC purchased a new stake in shares of Apple during the 1st quarter worth approximately $17,472,482,000. PKS Advisory Services LLC raised its holdings in shares of Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after acquiring an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC grew its holdings in shares of Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp increased its position in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares during the last quarter. Institutional investors own 67.73% of the company's stock. Wall Street Analyst Weigh In A number of equities analysts have commented on AAPL shares. Loop Capital reissued a "buy" rating and issued a $325.00 price objective (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Moffett Nathanson bo...

Swiss Life Asset Management Ltd lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 702,996 shares of the social networking company's stock after buying an additional 13,261 shares during the quarter. Meta Platforms makes up about 2.7% of Swiss Life Asset Management Ltd's portfolio, making the stock its 5th biggest position. Swiss Life Asset Management Ltd's holdings in Meta Platforms were worth $516,266,000 as of its most recent SEC filing. Get Meta Platforms alerts: Sign Up A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. increased its stake in Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the period. State Street Corp boosted its stake in shares of Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the period. Geode Capital Management LLC boosted its stake in shares of Meta Platforms by 1.3% during the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company's stock valued at $37,902,948,000 after purchasing an additional 682,768 shares during the period. Capital World Investors grew its holdings in shares of Meta Platforms by 0.7% in the third quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock worth $28,823,375,000 after purchasing an additional 278,180 shares during the last quarter. Finally, Norges Bank purchased a new position in Meta Platforms in the 2nd quarter worth about $23,155,393,000. 79.91% of the stock...

TCM Advisors LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 78.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,551 shares of the iPhone maker's stock after selling 5,694 shares during the quarter. TCM Advisors LLC's holdings in Apple were worth $395,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds have also made changes to their positions in AAPL. Vanguard Group Inc. raised its holdings in Apple by 1.1% in the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock worth $290,506,933,000 after purchasing an additional 15,141,995 shares in the last quarter. State Street Corp boosted its holdings in shares of Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after buying an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Apple by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after acquiring an additional 4,942,638 shares in the last quarter. Norges Bank purchased a new stake in Apple during the second quarter valued at approximately $38,942,255,000. Finally, Northern Trust Corp boosted its stake in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Apple Trading Down 0.4% NASDAQ AAPL opened at $248.96 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.9...

WJ Wealth Management LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.8% during the third quarter, according to its most recent filing with the SEC. The firm owned 3,975 shares of the software giant's stock after selling 4,097 shares during the period. Microsoft accounts for approximately 0.9% of WJ Wealth Management LLC's portfolio, making the stock its 26th largest position. WJ Wealth Management LLC's holdings in Microsoft were worth $2,058,000 at the end of the most recent reporting period. Other institutional investors also recently modified their holdings of the company. ARQ Wealth Advisors LLC increased its position in shares of Microsoft by 20.6% during the third quarter. ARQ Wealth Advisors LLC now owns 7,550 shares of the software giant's stock worth $3,911,000 after buying an additional 1,290 shares during the period. Opes Wealth Management LLC lifted its holdings in Microsoft by 1.1% in the third quarter. Opes Wealth Management LLC now owns 11,346 shares of the software giant's stock valued at $5,877,000 after buying an additional 120 shares during the period. LifeGoal Investments LLC boosted its position in Microsoft by 2.8% during the third quarter. LifeGoal Investments LLC now owns 1,749 shares of the software giant's stock valued at $906,000 after acquiring an additional 47 shares during the last quarter. Petix & Botte Co grew its holdings in Microsoft by 2.1% during the 3rd quarter. Petix & Botte Co now owns 4,908 shares of the software giant's stock worth $2,542,000 after acquiring an additional 100 shares during the period. Finally, CIBC Bancorp USA Inc. acquired a new stake in Microsoft during the 3rd quarter worth about $1,238,680,000. 71.13% of the stock is owned by institutional investors. Get Microsoft alerts: Sign Up Microsoft Trading Down 0.7% NASDAQ MSFT opened at $389.02 on Friday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has ...

The ‘Everything Exchange’ Expansion Coinbase becomes one of the first major centralized venues to offer stock perpetual futures, a product that has gained traction on decentralized platforms with billions in daily trading volume. The launch advances the company’s strategy of building an “Everything Exchange” where users can access crypto, traditional assets, and emerging markets in a single venue. The contracts offer up to 10x leverage on single-name stocks and up to 20x leverage on ETF products, with settlement conducted in USDC on crypto rails. Coinbase said the products support cross-margining across perpetual futures and spot positions. Why 24/7 Stock Trading Matters Traditional U.S. stock markets operate 24/5. Global events, macro data, and crypto volatility do not. For retail traders, stock perpetuals provide capital-efficient access to U.S. markets with continuous trading and built-in leverage. For institutions, they enable real-time exposure management, weekend hedging, and cross-collateral efficiency within a unified derivatives infrastructure. Traders are rapidly increasing demand for round-the-clock equity exposure, especially in markets where accessing U.S. stocks is limited or capital intensive. The product is accessible to retail users through Coinbase Advanced as well as institutional clients via Coinbase International Exchange. Coinbase powers stock perpetuals using the same perpetual futures engine and risk framework it applies across its crypto derivatives markets. The TradFi Competition The launch builds on Coinbase’s recent derivatives expansion in Europe, where the firm began rolling out crypto futures trading to users across 26 countries through its MiFID-regulated entity. Those products include the “Mag7 + Crypto Equity Index,” reflecting growing demand for hybrid exposure across asset classes. Traditional venues are responding. CME Group plans to launch 24/7 cryptocurrency futures on May 29. Nasdaq is advancing toward 23-hour weekday equities...

Swiss Life Asset Management Ltd boosted its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 7.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 862,544 shares of the electric vehicle producer's stock after purchasing an additional 56,565 shares during the quarter. Tesla makes up 2.0% of Swiss Life Asset Management Ltd's investment portfolio, making the stock its 9th largest position. Swiss Life Asset Management Ltd's holdings in Tesla were worth $383,591,000 as of its most recent filing with the Securities & Exchange Commission. Get Tesla alerts: Sign Up A number of other hedge funds have also added to or reduced their stakes in TSLA. Relyea Zuckerberg Hanson LLC increased its holdings in Tesla by 0.4% during the 3rd quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock worth $2,916,000 after acquiring an additional 23 shares during the period. Equita Financial Network Inc. grew its position in shares of Tesla by 2.8% during the 3rd quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock valued at $380,000 after purchasing an additional 23 shares in the last quarter. VanderPol Investments L.L.C. increased its holdings in shares of Tesla by 2.2% in the third quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock worth $464,000 after purchasing an additional 23 shares during the period. Resonant Capital Advisors LLC raised its position in shares of Tesla by 0.3% in the third quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock worth $3,814,000 after buying an additional 23 shares in the last quarter. Finally, Cloud Capital Management LLC raised its position in shares of Tesla by 1.1% in the third quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock w...

Swiss Life Asset Management Ltd Grows Stock Position in Tesla, Inc. $TSLA marketbeat.com

Swiss Life Asset Management Ltd boosted its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 6.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,597,164 shares of the information services provider's stock after purchasing an additional 91,217 shares during the period. Alphabet comprises about 2.0% of Swiss Life Asset Management Ltd's investment portfolio, making the stock its 8th biggest position. Swiss Life Asset Management Ltd's holdings in Alphabet were worth $388,989,000 at the end of the most recent reporting period. Get Alphabet alerts: Sign Up A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in GOOG. Brighton Jones LLC lifted its position in Alphabet by 5.6% during the 4th quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock worth $22,901,000 after buying an additional 6,410 shares in the last quarter. LSV Asset Management increased its holdings in shares of Alphabet by 200.0% in the second quarter. LSV Asset Management now owns 840 shares of the information services provider's stock valued at $149,000 after purchasing an additional 560 shares in the last quarter. Ensign Peak Advisors Inc raised its position in Alphabet by 8.6% in the 2nd quarter. Ensign Peak Advisors Inc now owns 3,882,633 shares of the information services provider's stock worth $688,740,000 after purchasing an additional 306,204 shares during the last quarter. GDS Wealth Management boosted its position in Alphabet by 2.4% in the 2nd quarter. GDS Wealth Management now owns 2,325 shares of the information services provider's stock valued at $412,000 after buying an additional 54 shares during the last quarter. Finally, PKS Advisory Services LLC boosted its position in Alphabet by 1.7% in the 2nd quarter. PKS Advisory Services LLC now owns 7,101 shares of the information services provider's stock valued ...