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Lululemon Athletica2025财年第四季度财报电话会议摘要

新浪 📅 03/18 20:42
Lululemon Athletica Inc (LULU) 报告营收稳步增长,国际市场表现强劲,尽管北美市场面临阻力且利润率承压。 总净营收: 第四季度增长1%,达到36亿美元。 可比销售额: 按固定汇率计算增长2%。 北美地区营收: 持平,可比销售额下降2%。 中国大陆营收: 增长28%,可比销售额增长26%。 世界其他地区营收: 增长12%,可比销售额增长5%。 门店渠道销售额: 下降1%;...

Oil rally puts energy fund inflows on pace for 12-year high - Reuters

Reuters 📅 03/18 20:42
Oil rally puts energy fund inflows on pace for 12-year high Reuters

People in the US: how are you managing your money right now?

The Guardian 📅 03/18 20:42
Rising fuel prices, stock market volatility and global instability are creating new financial pressures for households across the US. Recent conflict in the Middle East has pushed diesel prices above $5 a gallon and driven wider concerns about inflation and a potential economic slowdown. Higher transport and supply costs are also beginning to feed through into the price of everyday goods and servi...

Here are Wednesday's biggest analyst calls: Nvidia, Tesla, Disney, Block, Starbucks, Netflix, Micron & more

CNBC 📅 03/18 20:42 NVDA.OTSLA.OMU.O
Here are Wednesday's biggest calls on Wall Street: RBC downgrades Starbucks to sector perform from outperform RBC said the turnaround is taking longer than expected for Starbucks. "When we assumed coverage in November '24 at Outperform a key aspect of our thesis was relatively small/temporary investments were required to turn around the US business. That did not materialize given ongoing labor and...

Nvidia may have replaced Amphenol in Kyber product with Foxconn Interconnect: GF

Seeking Alpha 📅 03/18 20:42 NVDA.O
Nvidia ( NVDA ) may be replacing Amphenol ( APH ) with Hong Kong-based Foxconn Interconnect Technology as the “major” supplier in its Kyber midplane connectors, investment firm GF Securities said. “We believe that the company is set to expand content per system in Kyber across midplane connectors, UQD, and power solutions,” analyst Alicia Xi wrote in a note, speaking of Foxconn Interconnect, also ...

OpenClaw走红后,企业Agent模型底座还需要一场“有效智能”革命

36kr 📅 03/18 20:42 MSFT.O
今年整个AI圈最热闹的事件莫过于全民“养龙虾”——OpenClaw的走红,让大家终于看到了AGI落地的具象化可能。 然而,当业界为Agent“手脚”的日益灵活而欢呼时,一个更根本的问题却被暂时掩盖了——真正决定OpenClaw行动价值的“大脑”,也就是它背后的大模型底座,似乎正走在一条不可持续的道路上。 过去两年,大模型行业奉行的是典型的“暴力美学”,即参数越多代表智能越高,思维链越长代表推理越深...

科伦药业:子公司核心产品芦康沙妥珠单抗(sac-TMT)于2026年欧洲肺癌大会上公布的研究结果

同花顺 📅 03/18 20:42
科伦药业(002422)公告,公司控股子公司科伦博泰靶向人滋养细胞表面抗原2(TROP2)抗体偶联药物(ADC)芦康沙妥珠单抗(sac-TMT)关键临床研究(OptiTROP-Lung03)的总生存期(OS)最终分析结果将于2026年3月25日至28日在丹麦哥本哈根举行的2026年欧洲肺癌大会(ELCC)公布。该研究旨在评估芦康沙妥珠单抗(sac-TMT)单一疗法对比多西他赛在既往接受过EGFR-...

2025图灵奖揭晓 量子信息科学两位奠基人获奖

财新 📅 03/18 20:41
2025年图灵奖授予美国IBM院士贝内特(Charles H. Bennett)和加拿大蒙特利尔大学计算机科学与运筹学系教授布拉萨德(Gilles Brassard)。二人被公认为量子信息科学的奠基人 【财新网】 有“计算机界诺贝尔奖”之称的图灵奖,揭晓了其2025年度得主。当地时间3月18日,国际计算机协会(ACM)宣布,2025年图灵奖授予美国IBM院士贝内特(Charles H. Benne...

Qualcomm Incorporated $QCOM Holdings Decreased by Wilmington Savings Fund Society FSB - MarketBeat

Google 📅 03/18 20:41 QCOM.O
Wilmington Savings Fund Society FSB trimmed its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 17.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 46,597 shares of the wireless technology company's stock after selling 9,645 shares during the period. Wilmington Savings Fund Society FSB's holdin...

Chipotle Mexican Grill Launches Cilantro Lime Sauce Across U.S. And Canada

Nasdaq 📅 03/18 20:41
(RTTNews) - Chipotle Mexican Grill (CMG-B) on Wednesday said it will launch a new Cilantro Lime Sauce across its U.S. and Canada restaurants starting March 19. The company said the sauce, made fresh daily, features cilantro, lime, Mexican spices, sour cream and roasted jalapeños, delivering a creamy texture with a citrus-forward taste. It contains no artificial colors, flavors or preservatives. Ch...

AMD's Latest Deal Raises A Bigger Question

Yahoo 📅 03/18 20:41 AMD.O
This article first appeared on GuruFocus. AMD (NASDAQ:AMD) is quietly strengthening its AI strategy, expanding its partnership with Samsung (SSNLF)in a move that goes beyond just memory and starts to hint at something bigger. At the core of the deal is next generation memory. Samsung is expected to supply HBM4 for AMD's upcoming Instinct MI455X AI chips, while also working on DDR5 solutions for it...

橡树资本联合创始人警告投资者AI不确定性上升

新浪 📅 03/18 20:41
人工智能正开始以一些可能不那么明显的方式,使投资策略变得复杂化。橡树资本管理联合创始人霍华德·马克斯表示,推动AI重要性的同一股力量也在增加不确定性,暗示仅仅依赖对接下来会发生什么的预测可能已不再足够。马克斯周二在纽约举行的资本市场行业会议上表示,随着结果变得更难预料,投资领域的传统决策框架可能面临压力。 这种不确定性正开始影响投资者对资本配置去向的思考。马克斯指出,人们对透明度可能有限的私人市场...

Average age of first time buyer climbs to 34

BBC News 📅 03/18 20:41
The rising average age has been driven by a collapse in the portion of first-time buyers under 25 to just 6%, having made up a quarter of those buying their first homes in the 1990s.

Fluent amends senior secured credit agreement, adds $6M term loan

Seeking Alpha 📅 03/18 20:40
Fluent ( CNTMF ) on Wednesday entered into an amendment to its senior secured credit agreement dated Nov. 26, 2024. The agreement involves the company, its U.S. and Canadian subsidiaries, and its lending partners, with Chicago Atlantic Financial Services, LLC, serving as the administrative agent. The credit arrangement had allowed the company to draw an additional $6M in term loans, carrying a 13%...

唯一登台的中国大模型创始人,杨植麟美国GTC首秀,公开Kimi技术路线图

36kr 📅 03/18 20:40 NVDA.OTSLA.O
智东西3月18日报道,今日凌晨,在英伟达GTC大会上,月之暗面创始人 杨植麟 作为本届唯一受邀现场演讲的中国独立大模型公司创始人,发表题为《How We Scaled Kimi K2.5》的演讲, 首次完整披露Kimi K2.5背后的技术路线图 。 就在3月16日,月之暗面刚刚发布最新论文,提前预览了下一代模型的关键模块—— 注意力残差 (Attention Residuals,简称AttnRes...

Electronics firm Jabil raises annual forecasts on data center demand

Yahoo 📅 03/18 20:40 AAPL.O
March 18 (Reuters) - Electronic component maker Jabil raised its full-year profit and revenue forecasts on Wednesday, ‌betting on strong demand for infrastructure services from ‌AI data centers. Shares of the St. Petersburg, Florida-based company were up 1.1% ​in premarket trading, after it surpassed Wall Street expectations for second-quarter results. A surge in spending for data-center infrastru...

盘前:市场等待利率决议 纳指期货涨0.14%

新浪 📅 03/18 20:40 NVDA.OMU.O
尽管在德黑兰安全事务负责人被击杀后,以色列与伊朗之间的敌对行动进一步升级,但随着油价剧烈波动趋于缓和,周三全球市场普遍反弹。与此同时,情绪紧张的投资者正等待美联储发布有关货币政策和经济前景的最新信息,以评估中东冲突带来的影响。 截至发稿,道指期货涨0.10%,标普500指数期货涨0.14%,纳指期货涨0.14%。 欧洲斯托克600指数触及一周多以来最高水平。该指数连续第三个交易日上涨,创下一个月来...

Futures Slump, Erasing Overnight Gains After Iran's Giant Pars Field Attacked; FOMC Looms

Zero Hedge 📅 03/18 20:40 NVDA.O
Futures Slump, Erasing Overnight Gains After Iran's Giant Pars Field Attacked; FOMC Looms Stocks were set to extend gains into a third day as Iraq’s deal to reroute crude via Turkey, bypassing the Strait of Hormuz, eased some supply concerns as Iranian strikes target Kuwait, Saudi Arabia, and UAE, but it all unwound shortly after 7am ET, following an Iranian report that US and Israeli airstrikes h...

Rate-Cut Odds Tumble As US Producer Prices Surged In February - Hottest In Over A Year

Zero Hedge 📅 03/18 20:40
Rate-Cut Odds Tumble As US Producer Prices Surged In February - Hottest In Over A Year After a hotter than expected print in January , US Producer Prices were expected to continue to rise (but only modestly) in February data released today. The consensus direction was right but the scale was way off as headline PPI accelerated 0.7% MoM (vs +0.3% exp and +0.5% prior) - the biggest monthly jump sinc...

道道全:2025年净利润2.34亿元,同比增长32.02%

同花顺 📅 03/18 20:40
道道全(002852)公告,2025年营业收入61.95亿元,同比增长4.24%。净利润2.34亿元,同比增长32.02%。公司董事会审议通过的利润分配预案为:以3.44亿为基数,向全体股东每10股派发现金红利1.2元(含税),送红股0股(含税),不以公积金转增股本。

OpenAI新模型Day0就被嫌弃,排名拉垮,不如一月底发布的国产模型

36kr 📅 03/18 20:40 MSFT.OGOOG.O
OpenAI刚推出的GPT-5.4 mini,Day0就已经被嫌弃了。 根据公开的大语言模型评测基准Vals,今天新出的GPT-5.4 mini仅排行第13名,优于OpenAI 半年前 发布的GPT-5。 值得一提的是,排行第12的是一月底出的的Kimi 2.5,而Kimi 2.5比新出的5.4mini便宜一倍多,延迟还更低。 在同步的拓扑证明中,新出的mini和nano模型在全球范围内表现也只是...

Jabil (JBL) Q2 Earnings and Revenues Surpass Estimates

Nasdaq 📅 03/18 20:40
Jabil (JBL) came out with quarterly earnings of $2.69 per share, beating the Zacks Consensus Estimate of $2.54 per share. This compares to earnings of $1.94 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.01%. A quarter ago, it was expected that this electronics manufacturer would post earnings of $2.72 per share...

黄仁勋:AI根本不会让人失业 新工作会越来越多

格隆汇 📅 03/18 20:39 NVDA.O
格隆汇3月18日|据快科技,AI不仅不会让人失业,反而提升生产力并创造更多就业机会——这是黄仁勋在GTC 2026大会上的最新表态。黄仁勋再次重申了他的观点,AI将有助于提高人类的效率、生产力和效能。 黄仁勋透露,随着AI加快公司各部门的工作流程,他发现自己越来越忙。“NVIDIA的发展速度比以往任何时候都快,这是因为我们越来越多地使用AI,所以工作完成得更快,所有项目都在加速推进,”他说。 “说...

BHP’s Next Leader Faces Same Problems in Deal-Obsessed Industry

Bloomberg 📅 03/18 20:39
BHP Group has picked the continuity candidate for its next boss: A life-long company man who has spent quarter of a century at the biggest miner, honing his skills in iron ore and copper, its most important products. But just like his predecessor, Brandon Craig will have to navigate an industry under pressure to grow — placing bets on deals as a means to get there, or continuing along BHP’s stated...

Nvidia is going back to China

Yahoo 📅 03/18 20:39 9988.HK700.HKNVDA.O
Nvidia $NVDA has received purchase orders from Chinese customers for its H200 processors and is restarting production, CEO Jensen Huang said this week — marking the first concrete movement toward resuming chip sales to China after months of regulatory maneuvering in both the U.S. and China. "We have received purchase orders, and we're in the process of restarting our manufacturing," Huang told rep...

你的电脑已被手机接管,Anthropic亮出Dispatch:AI 24小时给你代工

36kr 📅 03/18 20:39 AAPL.ONVDA.OAMZN.O
【导读】Anthropic发布Cowork新功能Dispatch,用手机即可远程指挥Mac上的Claude执行任务。MacStories实测成功率约50%,但AI Agent从「坐在电脑前用」到「随时随地遥控」的关键一步,已经迈出。 3月17日,Anthropic悄悄上线了一个功能,没有发布会,没有CEO站台,只在X上发了条推文。 但它做的事情,可能比任何一次模型升级都更接近普通人的生活——从今天...

TSMC Taiwan Semiconductor Manufacturing : July 2024 Revenue Report Form 6 K - marketscreener.com

Google 📅 03/18 20:39 TSM.N
TSMC Taiwan Semiconductor Manufacturing : July 2024 Revenue Report Form 6 K marketscreener.com

The U.S. Army’s $20B Anduril Deal Points to Upside for Palantir, Lockheed Martin, and Defense Tech Stocks

Yahoo 📅 03/18 20:39 NVDA.OPLTR.O
The U.S. Army is reshaping how it works with defense tech firms, and two recent deals help showcase that shift. One is with private firm Anduril, and the other is with Palantir Technologies (PLTR). Together, they point to a new way the Army plans to buy and use software in the years ahead. The Army recently stated it will combine 120 separate contracts with Anduril into one enterprise agreement wi...

The U.S. Army’s $20B Anduril Deal Points to Upside for Palantir, Lockheed Martin, and Defense Tech Stocks - Yahoo Finance

Google 📅 03/18 20:39 NVDA.OPLTR.O
The U.S. Army is reshaping how it works with defense tech firms, and two recent deals help showcase that shift. One is with private firm Anduril, and the other is with Palantir Technologies (PLTR). Together, they point to a new way the Army plans to buy and use software in the years ahead. The Army recently stated it will combine 120 separate contracts with Anduril into one enterprise agreement wi...

现货黄金失守4880美元/盎司

同花顺 📅 03/18 20:39
文章提及标的 伦敦金 -- 现货黄金失守4880美元/盎司,日内跌2.53%。
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