The S&P North American Technology Software Index, which tracks 110 software stocks, has fallen 26% from the all-time high it hit in September. The puts the index in bear market territory, and artificial intelligence is the root cause. Specifically, investors are worried AI code generation tools will reduce demand for existing software products, but Nvidia CEO Jensen Huang is very skeptical. "There's a whole bunch of software companies whose stock prices are under pressure because somehow AI is going to replace them," he said at a recent event. "It is the most illogical thing in the world." Indeed, Wall Street thinks Microsoft (MSFT +0.17%) and Datadog (DDOG +2.25%) are deeply undervalued at current prices. Among 60 analysts, Microsoft has a median target price of $600 per share. That implies 47% upside from its current share price of $409. Among 48 analysts, Datadog has a median target price of $180 per share. That implies 42% upside from its current share price of $126. Here's what investors should know these AI stocks. Microsoft: 47% upside implied by the median target price Microsoft enjoys a strong position in enterprise software, particularly in office productivity, enterprise resource planning, business intelligence, and low-code development tools. The company has supercharged its software products with generative AI copilots, which improve productivity by automating work. Paid Microsoft 365 Copilot seats rose 160% in the December quarter, according to CEO Satya Nadella. Meanwhile, Microsoft Azure is gaining market share in cloud computing. The company accounted for 21% of cloud infrastructure and platform services spending in the December quarter, up from 20% in the September quarter. Market share gains were driven by increased compute capacity and demand for Foundry AI services, which let developers build custom AI agents and applications. Azure is the only major public cloud that provides access to OpenAI frontier models via application programming interfac...

格隆汇3月10日｜杰富瑞将Shopify的目标价从125美元上调至150美元，维持“持有”评级。(格隆汇)

格隆汇3月10日｜首都在线(300846.SZ)今日涨0.51%，换手率34.12%，成交额50.39亿元。龙虎榜数据显示，深股通买入3.19亿元，卖出1.08亿元，净买入2.1亿元；游资“方新侠”位列卖一席位，净卖出1.13亿元；四家机构买入2.14亿元，卖出9146万元，净买入1.23亿元。上榜席位全天买入6.76亿元，卖出4.57亿元，合计净买入2.19亿元。(格隆汇)

Islay Capital Management LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,356 shares of the social networking company's stock, valued at approximately $996,000. Other large investors have also added to or reduced their stakes in the company. Westchester Capital Management Inc. purchased a new stake in shares of Meta Platforms during the 3rd quarter worth approximately $26,000. Bare Financial Services Inc purchased a new position in Meta Platforms in the second quarter valued at approximately $30,000. Knuff & Co LLC bought a new position in Meta Platforms during the second quarter valued at $44,000. Spurstone Advisory Services LLC bought a new position in Meta Platforms during the second quarter valued at $59,000. Finally, Evergreen Private Wealth LLC increased its position in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after buying an additional 35 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Wall Street Analyst Weigh In A number of equities research analysts recently issued reports on the company. Pivotal Research lowered their price objective on Meta Platforms from $930.00 to $910.00 and set a "buy" rating on the stock in a research note on Thursday, January 29th. Arete Research reiterated a "neutral" rating on shares of Meta Platforms in a research note on Thursday, March 5th. Roth Mkm lowered their price target on shares of Meta Platforms from $850.00 to $800.00 and set a "buy" rating on the stock in a research report on Monday, January 26th. Royal Bank Of Canada restated an "outperform" rating and set a $810.00 price target on shares of Meta Platforms in a research...

Integrated Quantitative Investments LLC grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 35.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,139 shares of the social networking company's stock after acquiring an additional 824 shares during the quarter. Meta Platforms makes up approximately 0.7% of Integrated Quantitative Investments LLC's holdings, making the stock its 17th largest position. Integrated Quantitative Investments LLC's holdings in Meta Platforms were worth $2,305,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also made changes to their positions in META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its stake in Meta Platforms by 0.4% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company's stock valued at $2,587,000 after purchasing an additional 13 shares during the last quarter. Trust Co of the South lifted its position in shares of Meta Platforms by 0.8% in the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock worth $1,359,000 after buying an additional 14 shares during the last quarter. Sentinel Pension Advisors LLC boosted its holdings in shares of Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after buying an additional 14 shares during the period. Alpine Bank Wealth Management boosted its holdings in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock valued at $3,159,000 after buying an additional 14 shares during the period. Finally, Valued Wealth Advisors LLC grew its position in shares of Meta Platforms by 3.2% during the 3rd quarter. Valued...

Orion Porfolio Solutions LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 5.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,837 shares of the social networking company's stock after purchasing an additional 6,747 shares during the quarter. Meta Platforms makes up about 0.8% of Orion Porfolio Solutions LLC's holdings, making the stock its 18th largest position. Orion Porfolio Solutions LLC's holdings in Meta Platforms were worth $96,818,000 as of its most recent filing with the Securities & Exchange Commission. Other hedge funds also recently modified their holdings of the company. Westchester Capital Management Inc. bought a new position in Meta Platforms during the 3rd quarter valued at $26,000. Bare Financial Services Inc purchased a new position in Meta Platforms during the 2nd quarter worth $30,000. Knuff & Co LLC bought a new stake in shares of Meta Platforms in the 2nd quarter worth $44,000. Spurstone Advisory Services LLC purchased a new stake in shares of Meta Platforms in the second quarter valued at about $59,000. Finally, Evergreen Private Wealth LLC raised its holdings in shares of Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock valued at $65,000 after purchasing an additional 35 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week: Insider Buying and Selling at Meta Platforms In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer owned 2,841 shares ...

Military conflicts in the Middle East create tremendous uncertainty. However, they also provide significant catalysts for energy stocks. We're seeing that happen now with the U.S. and Israeli actions in Iran. What's the best energy stock to invest $1,000 in right now? I think several stand out as great picks. But my favorite is Enterprise Products Partners LP (EPD 1.28%). Upside potential, downside protection Investors have flocked to Enterprise Products Partners in 2026 as oil and gas prices have soared. To be sure, this pipeline stock hasn't been the biggest winner in the energy sector. Shares of oil and gas exploration companies have delivered especially large gains. However, Enterprise's unit price was up 16% year to date as of the market close on March 9, 2026. What I like most about this stock is its solid upside potential while also providing downside protection. Expand NYSE : EPD Enterprise Products Partners Today's Change ( -1.28 %) $ -0.48 Current Price $ 37.09 Key Data Points Market Cap $80B Day's Range $ 36.94 - $ 38.22 52wk Range $ 27.77 - $ 38.22 Volume 6.4M Avg Vol 4.5M Gross Margin 12.86 % Dividend Yield 5.86 % Enterprise Products Partners operates over 50,000 miles of pipeline, as well as other midstream assets, including liquids storage, natural gas processing plants, and fractionators. The demand for U.S. oil and gas typically increases when production in the Middle East is disrupted. That translates to more revenue for Enterprise. This limited partnership doesn't need geopolitical conflicts to be successful, though. Enterprise Products Partners was already growing due to the rapid buildup of data centers, among other factors. Importantly, Enterprise Products Partners' fortunes don't rise and fall with commodity prices. The midstream leader has generated consistent cash flow during both good and bad times, including the financial crisis of 2007 through 2009, the oil price collapse of 2015 through 2017, and the COVID-19 pandemic of 2020 through 202...

Crossmark Global Holdings Inc. lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 148,140 shares of the social networking company's stock after purchasing an additional 9,875 shares during the period. Meta Platforms comprises 1.6% of Crossmark Global Holdings Inc.'s investment portfolio, making the stock its 6th largest holding. Crossmark Global Holdings Inc.'s holdings in Meta Platforms were worth $108,791,000 at the end of the most recent quarter. A number of other large investors have also added to or reduced their stakes in the business. Westchester Capital Management Inc. acquired a new position in Meta Platforms in the 3rd quarter valued at approximately $26,000. Bare Financial Services Inc acquired a new position in shares of Meta Platforms during the second quarter worth $30,000. Knuff & Co LLC bought a new stake in shares of Meta Platforms in the second quarter worth $44,000. Spurstone Advisory Services LLC bought a new stake in shares of Meta Platforms in the second quarter worth $59,000. Finally, Evergreen Private Wealth LLC increased its holdings in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock valued at $65,000 after purchasing an additional 35 shares during the period. Institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Analyst Upgrades and Downgrades Several research analysts recently issued reports on the company. Rothschild & Co Redburn set a $900.00 target price on Meta Platforms in a research report on Monday, January 26th. Needham & Company LLC reissued a "hold" rating on shares of Meta Platforms in a research note on Thursday, January 29th. Evercore raised their price objective on Meta Platforms from $875.00 to $900.00 and gave the stock...

Most investors would be very happy if a stock they owned quadrupled over 10 years. But they'd likely be ecstatic if the stock instead delivered such a huge gain over 12 months. That's what six members of the S&P 500 (^GSPC +0.83%) have done over the last year. Micron Technology (MU +5.00%) and SanDisk (SNDK +11.75%) rank among those massive winners. Micron's shares have soared more than 300% over the last 12 months, while SanDisk's stock has been a 10-bagger. Which of these memory stocks is the better pick now? Here's how Micron and SanDisk stack up against each other. The case for Micron Micron makes multiple types of memory, including dynamic random-access memory (DRAM), NAND flash memory, and high-bandwidth memory (HBM). It continues to be highly successful on all fronts. The company generated record DRAM revenue of $10.8 billion in the first quarter of 2026, up 69% year over year and 20% quarter over quarter. Micron can't make enough DRAM chips to keep up with demand. It's a similar story with NAND flash memory. Micron reported Q1 NAND revenue of $2.7 billion, a 22% year-over-year and sequential increase. Again, demand is significantly outpacing supply. Micron's HBM opportunity is even more impressive. The company has completely sold out of HBM supplies for 2026. It expects the total addressable market for HBM to increase at a compound annual growth rate of around 40% through 2028, reaching $100 billion. HBM is critical for AI chips. Micron's key competitive advantage is that its HBM3E chips use 30% lower power than rivals. Expand NASDAQ : MU Micron Technology Today's Change ( 5.00 %) $ 18.50 Current Price $ 388.80 Key Data Points Market Cap $438B Day's Range $ 357.69 - $ 390.00 52wk Range $ 61.54 - $ 455.50 Volume 1.3M Avg Vol 34M Gross Margin 45.53 % Dividend Yield 0.12 % What about the recent reports that Nvidia (NVDA +2.71%) is only using HBM4 from Micron's two competitors, Samsung and SK Hynix, for its Vera Rubin GPU/CPU platform? At first glance, that soun...

财联社3月10日讯，三大指数集体反弹，深成指涨超2%，创业板指涨超3%。沪深两市成交额2.4万亿，较上一个交易日缩量2497亿。盘面上，市场热点快速轮动，全市场超4500只个股上涨。从板块来看，算力硬件概念持续拉升，长光华芯20cm涨停，创历史新高，中英科技、迅捷兴、东山精密、汇绿生态、广合科技、长飞光纤涨停。电力板块表现活跃，绿发电力、华电能源、晶科科技涨停。商业航天概念走强，航天电器、中衡设计涨停。下跌方面，油气股集体下挫，准油股份、洲际油气跌停。煤炭板块走弱，中煤能源大跌。截至收盘，沪指涨0.65%，深成指涨2.04%，创业板指涨3.04%。 板块方面 板块上，CPO等算力硬件全线爆发，迅捷兴、长光华芯、烽火通信、长飞光纤、光迅科技、东山精密等个股涨停。 消息面上，英伟达GTC大会将于2026年3月16日-19日举办，作为全球AI算力领域的风向标，本次大会将揭晓Rubin、“飞曼”等新一代GPU核心参数，集中展示CPO交换机、电源架构、液冷散热等算力基建环节的技术突破与商业化落地进展。 AI算力需求爆发推动光通信产业升级，海外云厂商资本开支持续扩张，印证AI基础设施需求强劲，带来旺盛的高速率光模块需求。故以CPO、PCB为代表的算力硬件依旧是产业确定性较高的方向。不过随着相关核心权重均已来至高位，市场炒作重心开始逐步向上游材料端倾斜（如光芯片、光纤、超硬材料），另外如液冷、燃气轮机等延伸细分同样表现亮眼，在此背景下，产业逻辑较正且中期趋势始终保持完好的优质标的仍是后市持续追踪的重点。 电力板块反复活跃，绿发电力、华电能源、晶科科技涨停，华电辽能、节能风电、协鑫能科等个股涨幅居前。 消息面上，今年政府工作报告首次将“算电协同”明确为新基建工程，提出实施超大规模智算集群建设。从全球大周期看，欧美电网老化叠加AI数据中心用电需求爆发，全球电网投资加速展开，2025年全球电网投资同比增长17%，连续两年保持两位数增速。 从市场角度来看，电力板块依旧是目前市场延续性最佳的方向之一，并且赚钱效应不仅局限于某几个标的之中，而呈现出向后排全线扩散走势。随着资金持续介入，无疑有利电力股行情的延续。不过更多的还是以趋势走势为主，留意短线震荡节奏为宜。 个股方面 个股层面，算力租赁概念股分化，其中宁波建工延续强势，一字晋级3连板，群兴玩具同样连板成功，优刻得也续涨10%。另一方面，...

State Bank of India is not willing to process payments for Russian oil even after the US government issued a temporary waiver for India’s imports, as the country’s largest lender is uncertain how long the concession will last, according to people familiar with the matter. The state-owned bank believes that engaging in such business could expose it to risks as it has a sizable loan portfolio in global markets, and also hurt its reputation, said the people who asked not to be identified because the information is private. SBI declined comment to a query from Bloomberg News. The lender’s stance underscores how short-term easing of US sanctions is doing little to revive financial channels supporting India’s purchases of Russian crude. SBI had refrained from facilitating any transactions tied to Russian oil imports following US sanctions announced on Russia’s two biggest crude oil producers in October, said the people. But some banks in India were willing to consider financing purchases of Russian oil late last year, provided they were non-blacklisted and sanctions-compliant, people familiar with the matter had said previously. Read More: Indian Banks Consider Financing Non-Sanctioned Russian Oil Trade SBI’s cautious approach comes as it seeks to safeguard its significant US business exposure amid heightened geopolitical tensions. The US accounted for 26% of SBI’s 6.93 trillion rupees ($75.1 billion) international loan portfolio as at the end of December. India Not Mulling Strategic Oil Reserve Release, Official Says Bessent Says US May ‘Unsanction’ More Russia Oil Post India Move Indian LNG Buyers Look to Replace Qatar Supply After Outage

StanChart, Morgan Stanley push BoE rate cut calls to second quarter on Mideast conflict Reuters

格隆汇3月10日｜据央视，当地时间10日，乌克兰能源部通报，受能源基础设施遭炮击影响，第聂伯罗彼得罗夫斯克州、顿涅茨克州、扎波罗热州、苏梅州和哈尔科夫州的部分社区已断电。

格隆汇3月10日｜尽管油价有所降温，但巴克莱经济学家表示，一些新出现的迹象表明，供应冲击正开始对亚洲的经济活动构成压力。与菲律宾类似，泰国已批准要求大多数政府机构实施居家办公安排以减少能源使用，并要求官员暂停非必要出行，而韩国则暗示将推出补充预算以支持受影响群体。巴克莱经济团队表示：“这与我们的观点一致，即（韩国）政府需要更多财政资源，以缓解燃料成本上升对消费者造成的影响。”

格隆汇3月10日｜RBC Capital将陶氏化学的目标价从29美元上调至40美元，评级上调至“跑赢大市”。(格隆汇)

财联社3月10日讯（编辑 赵昊） 知名苹果爆料人马克·古尔曼发文表示，苹果在人工智能（AI）领域进展受阻正影响产品规划，公司筹备已久的智能家居显示屏被迫推迟到今年晚些时候推出。 古尔曼援引知情人士的话写道，这款代号为“J490”的产品最初计划在2025年春季发布，但为了让公司完成新一代Siri的开发而被推迟——Siri是该设备不可或缺的组成部分。 知情人士表示，后来苹果一度计划在本月推出这款产品，当时公司预计新版Siri能够准备就绪。但在当下， 由于Siri再次延期 ，苹果不得不再次推迟这款智能家居设备的发布。 据了解，这款设备配备7英寸屏幕，外观与iPad相似，采用经典的苹果银色铝金属外壳，可以安放在一个半球形扬声器底座上，也可以直接安装在墙上。 古尔曼称，这款苹果设备与亚马逊的Echo Show类似。 产品的定位为家庭中的AI控制中心，其用户界面由一组圆形应用图标列表组成，排列方式类似Apple Watch的主屏幕。 该产品的一大亮点是基于人脸识别的系统：当用户走近设备时，它能够识别身份，并展示个性化信息，例如日历安排、提醒事项、笔记、音乐、新闻偏好等。 古尔曼写道，这一困境凸显出苹果在AI领域急需追赶竞争对手，特别是处于苹果AI战略的核心位置的Siri，未来许多产品都将依赖这项功能。 他补充道，新版Siri发布的延期导致苹果软件与硬件规划出现脱节， “事实上，这款硬件已经完成数月，但公司目前计划在9月左右发布，届时新版Siri也将最终完成。” 古尔曼提到，苹果还在研发一系列新的AI硬件产品，包括AI吊坠、配备摄像头的AirPods以及智能眼镜——这些产品都将在新版Siri推出之后发布。 苹果的目标是在今年9月推出iPhone 18 Pro时，让所有新版Siri功能准备就绪。苹果此前希望在26.4更新中推出全部新版Siri功能，但内部正在26.5和27版本中进行测试。 升级后的Siri将能够调用用户的个人数据，更好地回答问题，同时苹果还将重构界面与底层AI模型，使其更像一个现代化的聊天机器人。 这些功能对智能家居设备尤为关键，因为该产品旨在提供高度个性化的家庭体验。 与亚马逊、谷歌等竞争对手相比，苹果的智能家居布局已经晚了数年，但公司仍有望依靠自身庞大的设备生态系统获益。苹果年初时表示，其全球设备活跃用户数已超过25亿。

sankai/iStock via Getty Images By Lynn Song, Chief Economist, Greater China Key export engines continue to drive strength in China's exports China's exports grew by 21.8% year-on-year in the first two months of 2026, up from 5.5% in 2025, well above market expectations. This marked the highest monthly YoY growth level since January 2022. As the data combines the first two months of the year, the strength can’t be attributed to the Lunar New Year effect. Many of last year's prevalent themes carried forward into 2026. By export destination, the US continued to see a sharp YoY decline, down -11.0%. The tariff impact remains in play, given the current higher tariff rates and last year's trade front-loading. The brighter side of this story is that the contraction is smaller than the -19.9% YoY drop we saw in 2025 . The effects of the trade war on the YoY numbers are likely to reverse starting in April, when we see a sharper drop in trade after Trump's Liberation Day tariffs. As last year, weakness in the US was more than offset by strength in other markets. Through the first two months of the year, China saw surges in exports to Africa (49.9%), the EU (27.8%), ASEAN (29.4%), Korea (27.0%), and Australia (29.4%). By export product, China's key exports from last year continued to see the strongest growth at the start of 2026. Semiconductors (72.6%), autos (67.1%), and ships (52.8%) saw incredibly strong export growth at the start of the year. A 26.9% YoY surge in hi-tech exports also shows that China is increasingly a major player in the high end of the value-added ladder. An encouraging sign for those worried about excessive Chinese price competition is that, unlike in 2025, value growth for China's key exports outpaced volume growth. This implies that these exports are being sold at a higher price. Imports also surged in positive sign for China's trade partners Export strength isn't a new story for China, having been one of the primary drivers for growth in the last two ...

格隆汇3月10日｜GE航天航空(GE.US)盘前涨1.02%至325.2美元。消息面上，GE航天航空宣布，今年将向其美国制造基地和供应商基地追加投资10亿美元，以提高引擎产量并扩大零件生产规模。公司预计，总投资额中超过2.75亿美元将用于升级生产国防发动机和零件的工厂。(格隆汇)

入境處在全港打擊非法勞工，拘捕20人，包括多名逾期逗留的外傭。 行動中檢獲指甲油、按摩槍等。入境處過去三日，搜查全港19個地點的餐廳、護老院及公眾地方等，拘捕14名懷疑逾期逗留人士，介乎28至50歲，大部分是印尼及菲律賓籍，當中11人涉嫌從事洗碗及廚房雜工等。有兩人涉嫌假日於中區行人隧道及天橋，為同鄉提供美甲及按摩等服務。 行動中亦拘捕6名，懷疑聘用非法勞工的僱主。處方指不排除更多人被捕。

财联社3月10日讯（编辑 胡家荣） 今日亚洲股市全线回暖，日经225指数、韩国KOSPI指数均收涨超2%，区域风险偏好显著修复。港股三大指数也集体上扬。截至收盘，恒生指数涨2.17%，报收25959.90点；科技指数涨2.40%，报收5060.53点；国企指数涨1.50%，报收8710.26点。 具体来看，科技指数涨幅居前，其中腾讯控股(00700.HK)、中芯国际(00981.HK)、京东健康(06618.HK)、阿里巴巴-W(09999.HK)等成份股均涨超3%。 港股反弹四大核心驱动力共振 南向资金创历史纪录 昨日净流入372亿港元 3月9日南向资金单日净买入372亿港元，刷新历史纪录。资金集中加仓腾讯控股、美团、宁德时代H股等核心资产，成为市场由恐慌修复转向主动上行的决定性力量。 科技龙头催化估值修复 形成双主线领涨格局 腾讯于3月9日发布全场景AI智能体WorkBuddy，兼容OpenClaw生态且符合国内合规要求，显著提振AI产业落地预期，盘中涨幅一度突破6%。叠加宁德时代H股业绩超预期，科技与新能源双主线协同发力，有效带动恒生科技指数及互联网板块全面走强。 地缘风险缓和叠加美股回暖 外部环境显著改善 隔夜美股因中东局势缓和低开高走，纳指收涨1.38%，为港股提供积极情绪传导。避险情绪降温促使资金从黄金、美债回流风险资产，港股凭借估值优势成为增量资金优先配置方向。 估值洼地效应持续显现 安全边际吸引长期布局 经历前期深度调整，港股整体估值处于历史低位。在政策预期向好与外部环境改善共振下，估值修复逻辑强化，与南向资金流入形成正向循环，夯实市场反弹基础。 光通信及AI等热门个股表现活跃 传统能源股走弱 从今日表现来看，光通信、存储概念、医药、AI应用、商业航天等相关个股走强，而煤炭、石油等能源股走低。 全球光通信顶级展会OFC召开在即 长飞光纤光缆涨超24% 截至收盘，长飞光纤光缆(06869.HK)涨24.33%、剑桥网络(06166.HK)涨12.65%、汇聚科技(01729.HK)涨9.39%。 消息方面，全球光通信顶级展会OFC(3月15–19日)聚焦AI驱动数据中心、空芯光纤、星间激光通信，华为、中兴、英伟达参展，强化800G/1.6T光模块与CPO技术落地预期。 AI算力建设持续高增，专注于光通信行业的市场研究机构LightCounting上调2...

沙特阿美首席执行官表示，预计全球石油需求将于2026年达到1.073亿桶/日的创纪录高位 2026-03-10 16:42:58 来源： 同花顺7x24快讯 分享 沙特阿美首席执行官表示，预计全球石油需求将于2026年达到1.073亿桶/日的创纪录高位。(财联社)

格隆汇3月10日｜美国福泰制药(VRTX.US)盘前涨超5%报485美元。消息上，福泰制药公布POVETACICEPT在免疫球蛋白A肾病的3期RAINIER试验结果，显示蛋白尿减少约50%，生物标志物和血尿情况均有改善；主要终点和所有次要终点均取得积极成果，总体上安全且耐受性良好。计划在3月底前完成Povetacicept的生物制品许可申请(BLA)，以争取美国加速批准。(格隆汇)

在 AI 浪潮席卷各行各业的当下，我们正经历一场前所未有的“原地升级”：AI 并非取代岗位，而是要求所有从业者，特别是身居管理和架构岗位的领导者，重新审视并升级其领导力范式。本文整理自腾讯专家工程师揭光发在 QCon 上海 2025 的演讲 “AI 领导力：像管理团队一样管理 AI”。他深入介绍了如何以更高效的方式管理 AI，如同管理一支高效的团队。 我们深知，对于架构师和高管而言，管理团队、协调资源、驱动项目是日常核心。然而，传统的人力管理往往伴随着反馈延迟、过程不可控等挑战。奇妙的是，“管理 AI ”恰能解决这一悖论。 AI 的即时反馈和高可控性，不仅能带来巨大的管理杠杆效应，更提供了一种前所未有的高效管理模式，让领导者能够以更精准、更可控的方式，驱动“数字员工”完成目标，重拾作为“指挥官”的掌控感和成就感。 为实现这一目标，我们将探讨“ AI 领导力”的四大核心支柱。这包括像管理团队一样知人善任地组建 AI 队伍，高层级地设定目标，以及战略性地管理过程和专家级地验收成果。 AI 不会削弱技术领导者的价值，反而会将其无限放大。未来的优秀技术领导者，将是那些能够高效管理和编排人机混合团队，共同交付卓越成果的“超级指挥官”。 以下是演讲实录（经 InfoQ 进行不改变原意的编辑整理）。 今年年初 3 月，Manus 发布时，我便广泛提及一个观点：如今我们使用 AI，已不再将其仅仅视为工具，而是实实在在地将其当作能帮我们干活的人来使用。尽管 AI 本身没有情绪，但管理人时所涉及的诸多要点，在管理 AI 时也一个都不能少，这是我今天想要表达的核心内容。 Vibe Coding ——"心流"在编码中重现 首先，我们来谈谈 Vibe Coding。对于从事技术工作，尤其是担任技术领导的人员来说，这是与 AI 直接相关且能显著提升工作效率的领域。使用 AI 来编写代码，如今已司空见惯，且在近一两年成为主流趋势。我稍后会举例说明，但可以说，我所编写的代码中，AI 的参与度几乎达到了 100%。 Vibe Coding 的概念其实无需过多解释。它主要是通过自然语言描述需求，然后让 AI Agent 来实现代码编写、测试并运行。在这个过程中，你无需过多关注代码的具体实现细节，只需不断提供反馈，指出“这里还不行”，并告知下一步该怎么做。最终，通过与 AI 的协作，完成整个软件的交付，...

格隆汇3月10日｜美联物业分析师岑颂谦指出，据美联物业研究中心综合土地注册处资料，按已知买家姓名作分析，今年2月内地买家(以买家姓名的英文拼音鉴别)于香港一二手住宅市场的注册量共录1,365宗，金额约155.8亿港元，宗数环比上升约10.4%，金额更环比显著攀升约23.1%。

格隆汇3月10日｜沙特阿美CEO：全球石油需求预计将在2026年达到1.073亿桶/日的历史新高。

格隆汇3月10日｜欧洲央行官员穆勒：我们需要判断能源价格飙升是暂时性的还是持久性的。下次举措为加息的可能性有所上升，但不应仓促行事。

Source: Bloomberg, 0:00

The Shenzhen Stock Exchange. Photo: VCG The Shenzhen Stock Exchange cut its average pretax staff salary by 8.6% in 2024, bringing the annual figure to 484,900 yuan ($68,100), according to its latest disclosure. Total wage expenses at the bourse reached about 1.44 billion yuan that year. While the exchange’s average headcount rose to 2,819 from 2,705 in 2023, average pay fell below 500,000 yuan for the first time since at least 2020.

London ( UKX ) +1.46% to 10,398. Germany ( DAX:IND ) +2.04% to 23,878. Germany records trade surplus in January, exports at 20-month high. France ( CAC:IND ) +1.72% to 8,051. France trade deficit narrows in January . In other parts of Europe, the Czech Republic’s inflation rate eased to 1.4% Y/Y in February. Household spending in Sweden increased 0.7% M/M in January. The annual inflation rate in Hungary slowed to 1.4% in February. The Swedish economy contracted 1.1% M/M in January. Industrial production in Sweden rose by 1.9% Y/Y in January. The pan-European Stoxx 600 ( STOXX ) moved 1.79% higher to 605.4, m arking their first advances in three sessions, amid hopes that the conflict with Iran could soon come to an end. Meanwhile, oil prices fell below $100 per barrel after President Trump hinted at several measures aimed at keeping energy prices under control. All sectors traded in positive territory, led by technology and financial stocks. In the bond market , the U.S. 10-year Treasury yield was down 4 basis points to 4.09%. Germany's 10-year yield was up down 3 basis points to 2.83%. UK's 10-year yield was down 10 basis points to 4.54%. Currencies: ( EUR:USD ) ( GBP:USD ) ( CHF:USD ) ETFs: (NYSEARCA: EWG ), (NYSE: GF ), (NYSEARCA: EWI ), (NYSEARCA: EWQ ), (NASDAQ: FGM ), (NASDAQ: DAX ), (NYSEARCA: FLGR ), (NYSEARCA: FXB ), (NYSEARCA: EWU ), (NASDAQ: FKU ), (BATS: EWUS ), (NYSEARCA: FLGB ), (NYSEARCA: GREK ) More on Europe Is The Petrodollar Trade Over After Trump's Comment? EUR/USD, AUD/USD And DXY Overview EUR/USD: NFP Looms As 1.1578 Support Faces Critical Test GREK: Greek Stocks Appear Undervalued Germany records trade surplus in January, exports at 20-month high European indexes take a dip as volatility spikes, yields surge