曾掀起全球植物肉狂潮的“人造肉第一股”，正在抛弃其立身标签。 日前，美国植物基企业别样肉客Beyond Meat被爆更名，将沿用十余年的品牌名中代表“肉”的“Meat”移除，变更为Beyond The Plant Protein Co.，包装简称为“Beyond”。 紧急更名？ 据外网报道，别样肉客一名发言人表示，公司更名的核心理由是，新名称“能更全面地反映公司不断扩张的产品组合”，而非再局限于植物基肉类这一单一品类。3月5日，别样肉客已在官方社交媒体同步了更名相关信息，坐实了这场企业调整。 值得一提的是，此次更名或早有预兆。内参君发现，在更名消息发布前，公司已完成了跳出植物肉赛道的关键布局。 就在今年1月15日，别样肉客正式推出了全新功能性饮料品牌Beyond Immerse，宣告进军植物蛋白气泡水赛道，首批上线黄桃芒果、柠檬青柠、蜜橘甜橙三款口味。仅一个多月后的2月26日，公司再度加码，新增樱桃浆果、草莓柠檬、菠萝椰子、黄瓜西柚四款口味。据悉，该系列产品均添加维生素C，零糖、零酒精，同时提供10克、20克两种蛋白规格，主打功能性营养补充。 至此，别样肉客在功能饮料赛道已完成了7款产品的矩阵布局。另据美联社报道，别样肉客还计划在今年夏季推出蛋白棒产品，进一步拓宽植物蛋白品类边界。 值得一提的是，就在此次更名的半年前，别样肉客已彻底告别了曾被寄予厚望的中国市场。 公开资料显示，别样肉客成立于2009年，是美国最早成立的一批植物人造肉公司之一。成立以来，企业以“用植物蛋白复刻肉类口感、推动环保可持续饮食”为叙事，迅速俘获了全球资本的目光。比尔・盖茨、莱昂纳多・迪卡普里奥等名人先后入局投资，麦当劳、可口可乐等巨头的前高管入驻董事会，让其成为食品赛道的“顶流”。 2019年5月，别样肉客以“人造肉第一股”的身份登陆纳斯达克，上市首日股价暴涨163%，年内股价一度冲高至230美元/股，市值突破150亿美元。 2020年，别样肉客高调入华，不仅取了本土化中文名，还在浙江嘉兴投建工厂，合作星巴克、百胜中国、全家、罗森等头部渠道快速铺开市场，扬言 “中国有望成为全球最大的植物肉市场”。 但这场征程最终惨淡收场。2025年2月，别样肉客宣布裁减中国区95%的员工，暂停在华全部运营业务；同年11月，别样肉客被爆出天猫官方旗舰店已终止运营，嘉兴工厂也已全面停产…… 全球遇冷？ 别样肉客...

美国小企业主信心2月连续第二个月下滑，因为他们对销售和经济前景的乐观程度下降。 美国全国独立企业联合会周二公布的数据显示，小企业乐观指数下滑0.5，至98.8。该调查在整个2月期间进行，反映的是伊朗战争推高能源价格之前的企业情绪。 构成该指数的10个分项指标中，有4项下降，3项上升，另有3项持平。 预计经通胀调整后的销售额将改善的企业主净比例下降8个百分点，至8%，此前1月该指标曾触及一年高点。与此同时，报告利润趋势向好的企业净比例上升7个百分点，创2021年12月以来最高。 预计企业状况将改善的企业主净比例下降3个百分点，至三个月低点；招聘计划继续趋缓。预计增加就业的企业净比例降至5月份以来最低，凸显美国就业市场的脆弱性。 调查还显示，在中东能源供应扰动导致汽油价格飙升之前，通胀压力继续逐步缓解。提高平均售价的企业主净比例连续第三个月下降，至24%。 责任编辑：何云

Tesla, Inc. (TSLA) UK Car Sales Fall 37% Amid Heightening Chinese Competition, Reuters Reports Insider Monkey

Capital International Ltd. CA raised its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 309,570 shares of the electric vehicle producer's stock after acquiring an additional 11,157 shares during the quarter. Tesla comprises approximately 5.0% of Capital International Ltd. CA's holdings, making the stock its 4th largest position. Capital International Ltd. CA's holdings in Tesla were worth $137,672,000 at the end of the most recent quarter. Get Tesla alerts: Sign Up A number of other large investors have also recently bought and sold shares of the business. Norges Bank bought a new stake in shares of Tesla during the 2nd quarter worth about $11,839,824,000. Vanguard Group Inc. lifted its holdings in Tesla by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock worth $79,856,764,000 after purchasing an additional 4,502,976 shares during the last quarter. Amundi boosted its position in Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after purchasing an additional 3,422,270 shares during the period. Jennison Associates LLC raised its position in shares of Tesla by 38.3% in the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock valued at $4,851,747,000 after purchasing an additional 3,021,550 shares during the period. Finally, Geode Capital Management LLC grew its stake in Tesla by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock valued at $20,480,477,000 after buying an additional 1,269,304 shares during the last quarter. 66.20% of the stock is currently owned by institutional investors. Insider Buying and Selling at Tesla In other news, Director James R. Murd...

The raunchy 80s adaptation of smash hit novel A Woman of Substance drew the highest ratings Channel 4 has ever seen. As the broadcaster goes there again, the cast and creators talk feminism, revenge – and sex caves Somewhere on the West Yorkshire moors is what the team behind A Woman of Substance nicknamed “the sex cave”. It is here that the heroine, Emma Harte, loses her virginity in the lavish new adaptation of Barbara Taylor Bradford’s bonkbuster. “It’s hidden away and beautiful,” says the showrunner, Katherine Jakeways. “The lighting in there almost looks like AI, but it’s real. Weirdly, it’s about a mile from my mother-in-law’s house. I haven’t told her yet that it’s a sex cave!” This is just one of many unusual sites for sex scenes featured in the show. “Oh my God, I know,” laughs Jessica Reynolds, who plays the young Emma. “Not just the cave, but there’s a little love shack, too. The cave is the most stunning location, with sunlight coming through these arching rocks. I wonder if they used it in Wuthering Heights , too? If they didn’t, they should have.” Continue reading...

If you've been paying attention to mortgage rates, you may be aware that they're a bit lower these days than they were late last year. For prospective homebuyers, that's great news. But lower mortgage rates could benefit retirees, too. Here are a few ways you can use them as part of your financial plan. 1. Consider a refinance Lower mortgage rates could open the door to a mortgage refinance. And that could make your mortgage payments more affordable. A lot of retirees live on a fixed income of Social Security and, if they're lucky, modest savings. If you've been struggling to cover your costs, a mortgage refinance could free up room in your budget for other expenses. Of course, for refinancing to make sense, you need to make sure of a couple of things. First, you need to make sure that the mortgage rate you can get today is considerably lower than your current one (ideally, at least one full percentage point lower or more). Second, you need to make sure you plan to stay in your home long enough to come out ahead financially in a refinance. That's because you'll be charged closing costs to put that new loan in place. The best thing to do is see how much you'll pay in closing costs, figure out your potential monthly savings, and then see what your breakeven point looks like. If you're looking at $5,000 in closing costs and expect to save $200 a month on your mortgage payments by refinancing, your breakeven point is 25 months. If you plan to stay in your home at least that long, then refinancing could make financial sense. If you think you might move within two years, it doesn't pay. Either way, before you start comparing refinance mortgage rates, check your credit. The higher your score, the more competitive a mortgage rate you might qualify for. But if your credit isn't so great, you may not get the best rate on a refinance, even if rates are lower overall. 2. Look at downsizing If you're retired, you may no longer need the same amount of space at home you once did. ...

Key Points A lower mortgage rate could give you an opportunity to refinance. It could also open the door to downsizing. If you already have a lower mortgage rate and hang onto your home loan, it can help with liquidity. The $23,760 Social Security bonus most retirees completely overlook › If you've been paying attention to mortgage rates, you may be aware that they're a bit lower these days than they were late last year. For prospective homebuyers, that's great news. But lower mortgage rates could benefit retirees, too. Here are a few ways you can use them as part of your financial plan. 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 » 1. Consider a refinance Lower mortgage rates could open the door to a mortgage refinance. And that could make your mortgage payments more affordable. A lot of retirees live on a fixed income of Social Security and, if they're lucky, modest savings. If you've been struggling to cover your costs, a mortgage refinance could free up room in your budget for other expenses. Of course, for refinancing to make sense, you need to make sure of a couple of things. First, you need to make sure that the mortgage rate you can get today is considerably lower than your current one (ideally, at least one full percentage point lower or more). Second, you need to make sure you plan to stay in your home long enough to come out ahead financially in a refinance. That's because you'll be charged closing costs to put that new loan in place. The best thing to do is see how much you'll pay in closing costs, figure out your potential monthly savings, and then see what your breakeven point looks like. If you're looking at $5,000 in closing costs and expect to save $200 a month on your mortgage payments by refinancing, your breakeven point is 25 months. If you plan to stay in your home at least ...

Duke Energy ( DUK ) announced the pricing of $1.3 billion in convertible senior notes due in 2029 through a private placement. This amount is higher than the previously stated $1 billion. The initial purchasers have the option to buy an additional $200 million of these notes within 13 days after their issuance. The sale is expected to close on March 12, 2026, pending standard closing conditions. Duke Energy anticipates that the net proceeds from the notes will be around $1.29 billion, or $1.48 billion if the purchase option is fully exercised. These funds will be used mainly to repay $1.725 billion of existing convertible notes due in 2026 and for general corporate purposes. The new notes will be senior unsecured obligations of Duke Energy with a maturity date of March 15, 2029, unless they are converted or repurchased earlier. They will bear an interest rate of 3.000% per year, with payments made twice a year starting on September 15, 2026. The convertible notes can be converted by holders only under certain conditions before December 15, 2028. The initial conversion rate is set at 6.2277 shares of common stock for each $1,000 of notes, which means an initial conversion price of about $160.57 per share. This price includes a premium of around 22.50% over the last trading price of Duke Energy's stock as of March 9, 2026. If a fundamental change happens at Duke Energy, note holders can ask for cash repayment at principal plus unpaid interest. Duke Energy may also raise the conversion rate in certain cases. The observation period for the existing convertible notes began on March 9, 2026. More on Duke Energy Duke Energy: Nuclear Energy Gains Some Ground (Rating Upgrade) Duke Energy Beats Expectations, Continues To Be A Buy Duke Energy Corporation 2025 Q4 - Results - Earnings Call Presentation Duke Energy plans $1B convertible senior notes offering due 2029 SA Asks: What are the best data center power stocks right now?

Meta Platforms is asking advertisers to cover the costs of digital services taxes, levies imposed by countries on local sales made by technology firms. The company emailed advertisers to inform them of new “location fees.” These will apply to digital ads delivered in particular countries, even if the advertiser isn’t based there. Meta, which owns social networks Facebook and Instagram and messaging service WhatsApp, said the extra charges will kick in on July 1. The company said in its email it had absorbed the fees up till now. Alphabet Inc. ’s Google and Amazon.com Inc. both charge similar fees. Meta declined to comment. Businesses buying ads on Meta’s platforms will be charged an additional amount, corresponding to the digital tax rate in the country where they are showing the ad. Both image-based and video ads will be affected, according to the email, which was seen by Bloomberg. The policy is set to apply to Austria , France , Italy , Spain , Turkey and the UK. France, Italy and Spain’s digital service tax rate is 3%, while Austria and Turkey charge 5% and the UK 2%. The taxes have been introduced at different points, starting with France in 2019. “If you deliver $100 in ads to Italy, where there is a 3% location fee, you will be charged $100 (ad delivery), plus $3 (location fee), for $103 total,” the company wrote. “Note that any applicable VAT will be calculated on top of the total amount.” Several European countries — though not the European Union as a bloc — have imposed taxes on regional sales by the biggest US technology firms. Many tech companies report substantial sales in Europe and millions of users, but pay minimal tax on profits. The goal is to claw back locally derived economic value. President Donald Trump’s administration has responded angrily to digital services taxes and has threatened to retaliate against Europe’s largest companies by imposing its own fees or restricting access to the US market. Read More: US Threatens to Retaliate Against EU ...

Meta Hikes Fees for Advertisers to Cover Europe’s Digital Taxes Bloomberg.com

格隆汇3月10日｜据市场消息，伊朗开始对以色列北部发动新一轮导弹袭击。

机器人前瞻3月10日报道，今天，灵初智能宣布完成 天使轮及Pre-A轮20亿元融资。 天使轮投资人包括国开金融、国中创投、央视融媒体产业投资基金，和某千亿上市公司旗下战投、长飞光纤旗下基金两大核心产业龙头资本。Pre-A轮由上海国资徐汇资本等领投，部分地方国资及市场化基金跟投，多家老股东实现超额跟投。 灵初智能成立于2024年9月，聚焦于构建以端到端VLA模型为核心的软件与数据采集工具链体系。本轮融资也将投入到灵初智能在物流场景的规模化应用与大规模数据采集解决方案体系的构建中。 此前，灵初智能曾推出了行业内首个端到端强化学习具身模型Psi R0、R0.5及 R1，成为行业内率先实现长程任务的具身模型研发企业，并且兼具泛化性、鲁棒性、灵巧性。 去年12月，灵初智能发布了 全球首个具身原生人类数据采集方案Psi-SynEngine。 该方案包含便携式外骨骼触觉手套数采套装、大规模in the wild数采数据管线、基于世界模型和强化学习的跨本体数据迁移模型，并已率先将采集到的人类数据应用于物流等真实场景。 其中，真人数据采集手套能够精确捕捉人手的21个关节自由度、高精度触觉信息，并同步记录头戴与手部视角的视觉数据。 相较于行业选择的仿真数据、遥操数采、UMI的数据采集方案，灵初智能一直选择做通用灵巧操作的战略，Psi-SynEngine直接采集一线作业人员在真实工作中的操作数据，而非在搭建的数采场中高成本低保真度采集，其数据获取成本仅为真机遥操方案的 10%。 未来，灵初智能计划推出可携带的便携式众包版本，有望让这一成本再进一步下降。 同时，该公司还发布了覆盖视觉、语言、触觉、动作的大规模真实世界多模态数据集 Psi-SynNet-v0。 该数据集覆盖多行业、多场景、多物体与多技能的真实操作，数据量级达到大语言模型同级水平，数据体系已在灵初多个落地产业中完成闭环验证。 灵初智能的核心团队跨越了70、80、90、00的年龄梯度，集聚了工业界资深人士和高密度科学家。 灵初智能创始人王启斌， 在手机（黑莓手机）、智能音箱（Sonos）、机器人领域（云迹科技、京东等）有近20年的成功操盘经验，多次实现产品从定义、开发、到上市、再到全球化0-1-N的产业闭环。 联合创始人陈源培 是一名痴迷机器人的广东00后，作为Stanford访问学者，他师从Karen Liu和李飞飞教授，曾在...

5-star analyst revamps Micron stock price target before earnings thestreet.com

Qualcomm (QCOM) Receives Underperform Rating with $145 Price Tar GuruFocus

Oracle (ORCL) Analyst Maintains Rating, Lowers Price Target | OR GuruFocus

AMD's HPC and AI Technologies Propel Quantum Advancements in Aer GuruFocus

Reliance ( RS ) said on Tuesday its wholly owned subsidiary AMI Metals has been awarded two contracts for U.S. government infrastructure and defense projects. AMI Metals secured a U.S. Department of Homeland Security contract worth up to $2.24 billion to supply steel and logistics for Southwest border wall construction from Feb. 11, 2026, through Dec. 2028, with deliveries starting in Q2 2026. Additionally, AMI Metals was also awarded a Lockheed Martin IDIQ contract worth up to $654 million to process aluminum plate for programs including the F-35, starting Jan. 2027 through Dec. 2028 with up to three one-year extension options. More on Reliance, Inc. Reliance, Inc. (RS) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference Transcript Reliance, Inc. (RS) Q4 2025 Earnings Call Transcript Take Advantage Of The Rotation Into Commodities With Dividend Growth Stock Reliance (Technical Analysis) Reliance anticipates 19–25% EPS growth in Q1 2026 with expanded market share and $300M–$325M CapEx plan Reliance raises dividend by 4.2% to $1.25 a share

(RTTNews) - Kohl's (KSS) said, for fiscal 2026, the company expects: net sales and Comparable sales in a range of a decrease of 2% to flat; adjusted operating margin in the range of 2.8% to 3.4%; and adjusted EPS in the range of $1.00 to $1.60. For the fourth quarter, the company's bottom line came in at $125 million, or $1.07 per share. This compares with $48 million, or $0.43 per share, last year. Excluding items, Kohl's reported adjusted earnings of $125 million or $1.07 per share for the period. Revenue for the period fell 4.2% to $5.173 billion from $5.397 billion last year. Fourth quarter net sales decreased 3.9% and comparable sales decreased 2.8%. In pre-market trading on NYSE, Kohl's shares are down 7.97 percent to $13.62. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

From 4m ago 11.43 GMT Reeves recognises 'motoring costs have evolved significantly' and says she is taking action The chancellor was asked what steps her department is taking to ensure that HMRC approved mileage rates are up to date. Reeves responded: double quotation mark While the approved mileage allowance payment rates have not changed since 2011, I recognise that motoring costs have evolved significantly, and it’s an important issue for many people who claim motoring expenses. We are therefore looking at the issue and will consider the matter further in the usual way as part of a future fiscal event. Through steps like freezing fuel duty, we’re taking wider action in the meantime to ensure people pay the lowest price possible at the pump, whether or not they use the approved mileage allowance payments. Share 4m ago 11.43 GMT You can watch the chancellor responding to questions here: Rachel Reeves takes Treasury questions in the House of Commons - watch live Share 4m ago 11.43 GMT Reeves recognises 'motoring costs have evolved significantly' and says she is taking action The chancellor was asked what steps her department is taking to ensure that HMRC approved mileage rates are up to date. Reeves responded: double quotation mark While the approved mileage allowance payment rates have not changed since 2011, I recognise that motoring costs have evolved significantly, and it’s an important issue for many people who claim motoring expenses. We are therefore looking at the issue and will consider the matter further in the usual way as part of a future fiscal event. Through steps like freezing fuel duty, we’re taking wider action in the meantime to ensure people pay the lowest price possible at the pump, whether or not they use the approved mileage allowance payments. Share 12m ago 11.36 GMT Rachel Reeves is now answering Treasury questions in the House of Commons. We will bring you the key lines. Share 28m ago 11.20 GMT Before taking questions from journalists, Nigel...

Miami’s transformation into a legitimate tech hub has been one of the more consequential geographic shifts in American business over the past five years. Venture capital firms, hedge funds, crypto companies, and tech startups have relocated from San Francisco and New York, drawn by zero state income tax, a business-friendly regulatory environment, and a growing ... Miami’s Tech Boom Is Minting Winners, and These 5 Stocks Are Cashing In

格隆汇3月10日｜据市场消息，空中客车、莱昂纳多和泰雷兹已于2025年10月达成协议，合并其航天业务，拟议合资企业预计于2027年获得欧盟批准。

Capital International Investors trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 6.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 86,250,183 shares of the information services provider's stock after selling 5,890,403 shares during the period. Alphabet makes up about 3.4% of Capital International Investors' investment portfolio, making the stock its 3rd biggest position. Capital International Investors owned approximately 0.71% of Alphabet worth $21,006,889,000 as of its most recent filing with the Securities and Exchange Commission. Get Alphabet alerts: Sign Up Several other hedge funds have also modified their holdings of GOOG. Robinson Smith Wealth Advisors LLC lifted its holdings in Alphabet by 1.8% during the 3rd quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider's stock worth $504,000 after buying an additional 36 shares in the last quarter. Searle & CO. boosted its position in Alphabet by 0.6% in the 3rd quarter. Searle & CO. now owns 5,703 shares of the information services provider's stock valued at $1,389,000 after buying an additional 36 shares during the last quarter. Navellier & Associates Inc. increased its stake in shares of Alphabet by 0.6% in the 3rd quarter. Navellier & Associates Inc. now owns 5,846 shares of the information services provider's stock valued at $1,424,000 after buying an additional 36 shares during the period. BankPlus Wealth Management LLC raised its position in shares of Alphabet by 1.2% during the third quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock worth $766,000 after acquiring an additional 37 shares during the last quarter. Finally, Activest Wealth Management raised its position in shares of Alphabet by 0.5% during the third quarter. Activest Wealth Management now owns 7,997 shares of the in...

Causeway Capital Management LLC decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 632,158 shares of the information services provider's stock after selling 89,388 shares during the period. Alphabet accounts for approximately 2.0% of Causeway Capital Management LLC's holdings, making the stock its 8th biggest holding. Causeway Capital Management LLC's holdings in Alphabet were worth $153,962,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Capital Group Investment Management PTE. LTD. lifted its holdings in Alphabet by 3.4% during the 3rd quarter. Capital Group Investment Management PTE. LTD. now owns 46,546 shares of the information services provider's stock worth $11,336,000 after buying an additional 1,534 shares in the last quarter. Legal & General Group Plc increased its stake in shares of Alphabet by 0.7% in the 3rd quarter. Legal & General Group Plc now owns 32,583,332 shares of the information services provider's stock valued at $7,935,671,000 after buying an additional 223,743 shares during the period. Pinkerton Wealth LLC increased its stake in shares of Alphabet by 17.2% in the 3rd quarter. Pinkerton Wealth LLC now owns 15,747 shares of the information services provider's stock valued at $3,835,000 after buying an additional 2,310 shares during the period. Banque Cantonale Vaudoise raised its position in shares of Alphabet by 1.8% during the third quarter. Banque Cantonale Vaudoise now owns 92,442 shares of the information services provider's stock worth $22,514,000 after acquiring an additional 1,678 shares during the last quarter. Finally, Vestcor Inc raised its position in shares of Alphabet by 0.8% during the third quarter. V...

近日，蔚来集团发布公告，旗下芯片子公司安徽神玑技术有限公司完成首轮股权融资协议签署，融资金额22.57亿元，投后估值接近百亿元。本轮融资汇集了合肥国投、合肥海恒、IDG资本、中芯聚源、元禾璞华等多家国有资本、半导体产业资本及市场化投资机构。 过去三年，智能驾驶行业经历了一场看似繁荣却隐伏危机的『算力竞赛』。车企们争相搭载英伟达Orin-X芯片，用堆砌通用算力的方式实现智驾功能的快速上线，却也陷入了同质化竞争的泥潭。 然而，随着端到端大模型在2025年全面接管城区智驾，通用芯片的能效比弊端彻底暴露：功耗居高不下，直接影响纯电车型续航；软件栈与底层硬件的异构架构难以契合，导致大模型推理时延无法达到毫秒级的『类人响应』。正是在这一背景下，蔚来在2021年种下的自研芯片种子，终于在2026年迎来了集中回报。 本文将浅析蔚来芯片子公司融资事件背后的资本逻辑、技术突破与商业变革，探讨这场融资如何重塑中国车规级芯片的竞争格局，并前瞻2026-2030年智能汽车『算力主权』时代的三大确定性趋势。 01 22亿融资背后的资本逻辑 安徽神玑技术有限公司成立于2025年6月，作为蔚来拆分自研芯片业务后设立的独立主体，法定代表人为蔚来高级副总裁、智能硬件负责人白剑。公司核心产品为5nm车规工艺高阶智能驾驶芯片『神玑NX9031』，自2024年投产以来已累计出货超过15万套，成功部署于蔚来品牌全系车型。 本轮融资规模达22.57亿元，投后估值近百亿，呈现出多元资本共同参与的特征。从投资方构成来看，既有地方国有资本（合肥国投、合肥海恒），也有半导体产业链背景基金（中芯聚源、元禾璞华），还有知名市场化机构（IDG资本）。 数据来源：蔚来公告及公开信息整理，仅供参考 黄河科技学院客座教授张翔曾在采访中表示：『神玑能够完成较高门槛的首轮融资，显示出资本市场对其技术路线、量产能力及应用落地进展的认可。』 同时，地方国资的参与，也与合肥近年来持续加码集成电路产业布局形成呼应。合肥作为中国集成电路产业的重要基地，已形成从设计、制造到封测的完整产业链，神玑的落户与融资进一步巩固了合肥在车规级芯片领域的领先地位。 从财务角度看，本轮融资标志着蔚来芯片业务从『内部培育阶段』转向『追求投资回报率的新阶段』。 蔚来创始人李斌曾透露，神玑NX9031的研发成本相当于建设1500座换电站，按单站成本150万至200万元...

Worayuth Kamonsuwan/iStock via Getty Images Co-authored with Hidden Opportunities LyondellBasell Industries ( LYB ) is a global chemical company and the world's largest producer of polypropylene, and the largest licensor of polyolefin technologies. We previously covered LYB in December 2025 , amidst heightened market pessimism. As scripted on LYB’s Q4 and full-year earnings call and discussed in our update to the subscribers of High Dividend Opportunities , the company reduced its quarterly dividend by 50% to $0.69/share . CEO Peter Vanacker noted that challenging market conditions have influenced the decision to recalibrate the dividend in order to help the business perform strongly when the cycle becomes more favorable for the business. “We remain committed to our target of returning 70% of free cash flow to shareholders through the cycle.” – Peter Vanacker While this comes as a disappointment, as we noted on our earnings report, this is likely to influence better valuation and share price appreciation. Industry peer Dow ( DOW ) made a similar 50% dividend cut in June 2025 , citing the need to preserve capital amidst a challenging macroeconomic environment, and the markets have seen this as a positive, as seen from the outperforming stock price in the months following the announcement. Data by YCharts LYB, on the other hand, maintained its dividend, but there were indications about a possible cut, when CFO Agustin Izquierdo mentioned that maintaining their investment-grade balance sheet was their highest priority, even if it would require a recalibration of the dividend, at the Goldman Sachs Industrials & Materials Conference in early December . Since the announcement, LYB has been a strong performer, accelerated by the dividend cut and the military actions in the Middle East. Data by YCharts A Story On Capital Efficiency The core of the LYB story is capital efficiency. Management delayed non-core projects and capex-heavy projects like Flex2 and MoReTec-2 while pr...

Blue Owl Capital (OWL 0.81%) shocked Wall Street in February when it limited redemptions from one of its private debt funds. That comes on top of the failure of private credit backed auto parts maker First Brands Group in late 2025. And more recently, concerns about AI disrupting the software sector has been top of mind, as many software companies are funded in the private credit markets. Should you run for the hills if you have a diversified portfolio of index exchange-traded funds? No, and here's why. Private credit risks are very real One interesting aspect of Blue Owl Capital's troubles is that it sold $1.4 billion in investments and is returning capital to investors. However, it is a broad, structured plan put in place by Blue Owl and not one driven by the investors in Blue Owl's investment funds. There are legitimate concerns that Blue Owl sold its best investments, leaving behind undesirable loans. If Blue Owl's predicament is the canary in the coal mine, the entire private credit sector could be in for trouble. That would fit the traditional pattern of market bubbles, which are usually inflated by easy access to credit. Bubbles usually pop when it turns out that the businesses that raised capital aren't actually worthwhile investments. Don't get caught up in the fear if you have a well-thought-out and diversified ETF portfolio. Stick to your long-term approach. Slow and steady wins the race As a simple example, an investment in SPDR S&P 500 ETF (SPY +0.91%), the first ETF ever created, has trended steadily higher over time. And it has done so despite the dot-com bubble, the Great Recession, and a global pandemic. If you look further back to the performance of the S&P before ETFs existed, you'll see the same steady upward climb over time. Downturns are difficult to live through, but they are a part of investing. If you stick with your broad-based index funds, history suggests you will make out just fine. In fact, downturns could even be viewed as a good time ...

Key Points Bubbles tend to be fueled by credit, so when credit strains start to show up, it can be a big problem. Investors who focus on the long term have tended to build financial wealth despite near-term volatility. 10 stocks we like better than SPDR S&P 500 ETF Trust › Blue Owl Capital (NYSE: OWL) shocked Wall Street in February when it limited redemptions from one of its private debt funds. That comes on top of the failure of private credit backed auto parts maker First Brands Group in late 2025. And more recently, concerns about AI disrupting the software sector has been top of mind, as many software companies are funded in the private credit markets. Should you run for the hills if you have a diversified portfolio of index exchange-traded funds? No, and here's why. 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 » Private credit risks are very real One interesting aspect of Blue Owl Capital's troubles is that it sold $1.4 billion in investments and is returning capital to investors. However, it is a broad, structured plan put in place by Blue Owl and not one driven by the investors in Blue Owl's investment funds. There are legitimate concerns that Blue Owl sold its best investments, leaving behind undesirable loans. If Blue Owl's predicament is the canary in the coal mine, the entire private credit sector could be in for trouble. That would fit the traditional pattern of market bubbles, which are usually inflated by easy access to credit. Bubbles usually pop when it turns out that the businesses that raised capital aren't actually worthwhile investments. Don't get caught up in the fear if you have a well-thought-out and diversified ETF portfolio. Stick to your long-term approach. Slow and steady wins the race As a simple example, an investment in SPDR S&P 500 ETF (NYSEMKT: SPY), the first ETF...

美国国债收益率在直至超长端的各期限品种中下跌，而超长端收益率则小幅走高。XTB MENA的Hani Abuagla在一份报告中称，在美国总统特朗普表示中东战争可能会比此前预期的更快得到解决后，美国国债收益率出现下跌。这位高级市场分析师表示，不过，更广泛的地缘政治环境依然脆弱。“任何新的紧张局势升温都可能迅速再次推高油价、美元和美国国债收益率。“该分析师表示，货币政策预期可能会继续对石油市场的发展及其对通胀的影响做出反应。根据 Tradeweb 的数据，10年期美国国债收益率下跌0.9个基点，至4.125%；30年期国债收益率上涨1.9个基点，至4.758%。 责任编辑：何云

格隆汇3月10日｜以色列国防军重申要求撤离贝鲁特南部郊区。

格隆汇3月10日｜智利分析师预计2026年GDP同比增长2.50%。