業績強勁 寧德時代A+H股同步上揚 香港商报

業績強勁 寧德時代A+H股同步上揚 香港商报

業績強勁 寧德時代A+H股同步上揚 香港商报

格隆汇3月10日｜据每经，“政府前瞻性地看到了人工智能不仅可以和数字经济结合，在智能终端上还有更多的可能。当数字世界的AI能力和物理世界中移动的汽车、机器人等硬件相结合，将会催生出‘物理AI（人工智能）’，意味着机器人将逐步拥有理解、交互和改变世界的能力，这将对生产力、生产关系产生颠覆性的改变。”3月7日，全国人大代表、小鹏汽车董事长兼CEO何小鹏在接受记者采访时表示。在何小鹏看来，智能汽车、Robotaxi（自动驾驶出租车）、飞行汽车、机器人都属于智能体，也是物理AI应用：“新的五年，首先我们要把物理AI落地，包括飞行汽车、机器人、Robotaxi的量产；其次，我们要从中国走向全球。今年是小鹏汽车组织、产品、技术层面基础建设的收官之年，2027年至2028年全球化进程将全面提速；过去小鹏的技术研发投入占收入比重超10%，预计今年下半年至明年，技术将开始转化为商业利润，形成‘技术—商业’的正向循环。”

伊朗武装部队哈塔姆·安比亚中央司令部司令阿卜杜拉希表示，“如今，美国和以色列已不再能够随心所欲地发动战争，也不再能够随心所欲地结束战争。”阿卜杜拉希说，“美国和以色列必为其所作所为表示悔恨，不得再威胁西亚地区的任何国家，让各国根据自身人民的意愿做出决定，以免此类局面再次发生。”他说，“战争不会停止，我们的领导人、人民和军队向死敌复仇的意志比以往任何时候都更加坚定。敌人不要妄想通过心理战和散布谎言动摇伊朗国家和军队的意志。”（央视新闻）

格隆汇3月10日｜赛微电子在互动平台表示，公司尚未实现MEMS-MicroLED的风险试产或量产。

格隆汇3月10日｜穆迪分析经济学家Stefan Angrick表示，日本经济在2025年最后一个季度的表现好于初值，但前景依然艰难。不利因素不少：美国的进口关税和其他国家竞争正在挤压出口和工厂产出，而中东冲突和贸易威胁则带来更多担忧。Angrick表示：“在日本国内，需求疲软是主要挑战，因为通胀已连续数年超过名义薪资增长。”政策制定者指望通胀放缓来提高实际收入，但疲软的工资数据和不断上涨的油价使这种情景面临风险。如果大宗商品价格持续高企，可能会再次引发通胀和日元贬值。穆迪分析预计，日本央行将在3月按兵不动，然后在夏季再加息一次。

财联社3月10日讯（编辑 马兰） 人工智能数据中心大型运营商甲骨文将在美股周二盘后公布第三财季财报，其业绩很可能将对人工智能投资者的决策构成重要参考。 此前有报道指出，甲骨文和OpenAI取消了在得克萨斯州扩建星际之门数据中心的计划，并准备裁减数千个工作岗位，Meta可能将与开发商Crusoe洽谈租赁该地点。这一消息极大打击了市场对星际之门项目的热情，也进一步让甲骨文陷入质疑。 然而，甲骨文随后否认了这一消息，声称其正与Crusoe在得州打造全球最大的数据中心之一，目前已有两栋大楼全面投入运营，园区的其他部分也在按计划建设。此外，甲骨文已经完成了4.5GW的租赁工作，正在履行对OpenAI的承诺。 不过，甲骨文的声明并未抹去投资者对该公司的担忧。周一，甲骨文股价跌至151.56美元，年内已跌超22%，距离去年9月的历史最高点则下跌了54%。 业绩预期 过去一年中，甲骨文的资本支出大幅增长，因而引发了市场的广泛质疑。其在截至去年8月31的第一财季资本支出达到85亿美元，同比增长269%；截至11月30日的六个月中资本支出达到205亿美元，同比增长227%。 分析师预期该公司第三财季的资本支出预计将进一步增长139%，达到140亿美元。 甲骨文面临的主要挑战是，它是唯一一家主要依靠债务融资进行数据中心扩张的超大规模数据中心提供商，其债务总额已达1000亿美元，而且还在持续增长。相比之下，谷歌，亚马逊，以及微软都有不断创造庞大现金流的业务。 此外，分析师认为甲骨文在第三财季的每股收益将达到1.7美元，营收为169亿美元，高于去年同期的1.47美元和141亿美元。 其中，甲骨文的云业务收入将贡献88亿美元的收入，而软件业务将带来59亿美元的收入。甲骨文已签署但需在收到付款前完成的合同义务预计将超过4707亿美元，较2025财年第三财季的1300亿美元大幅增长。 尽管甲骨文的业绩保持正向增长，但分析师将密切关注该公司在自由现金流为负的情况下如何应对大规模的资本支出计划，以及其计划中的融资渠道能否继续维持运转。

格隆汇3月10日｜交易商表示，道达尔贸易部门TOTSA通过招标以多年来的最高溢价售出4月装阿曼原油。

今天，世界首台630℃火电（884146）机组单体调试完成，为项目按期并网发电发起最后攻坚。在项目现场，工作人员正紧锣密鼓推进锅炉点火吹管等工作，为后续机组点火启动做准备。作为国家电力（562350）示范标杆工程，项目代表国内高效清洁燃煤发电技术前沿水平，发电热效率首次突破50%，并成功攻克新一代国产G115钢材的焊接技术难题，实现该材料在国内电力（562350）工程中的规模化自主应用。项目投产后，预计年发电量96亿千瓦时，每年可节约标煤约21.79万吨，减排二氧化碳约58.83万吨，不仅实现了高效发电与清洁环保的深度融合，也为我国能源（850101）结构转型和“双碳”目标达成提供了有力支撑与示范。(央视新闻)

格隆汇3月10日｜贝莱德投资研究所表示，中东冲突正引发由能源主导的供应链冲击，对全球各地造成截然不同的影响。包括Jean Boivin、Wei Li在内的策略师在报告中写道：市场定价预示扰动将持续数周，而非数天或数月。在受供给因素主导的全球环境下，此次冲突加剧了通胀风险，这也是美国国债收益率小幅走高、且该类债券未能发挥避险作用的原因。“收益率上升与我们的观点一致：当前面临的是通胀型供给冲击风险，而非需求驱动的经济增长放缓。”“存在滞胀冲击的风险，但并非必然发生，市场定价已体现这一点。”贝莱德目前低配长期美国国债，并看好美国股票。

Colleen Michaels Microsoft ( MSFT ) is integrating artificial intelligence into its Office productivity suite and raising the price of the upgraded version by 65% as it seeks to attract enterprise users to its Copilot AI add-on. The new top-of-the-line bundle for corporate workers, Microsoft 365 E7, will cost $99 per user per month, compared with $60 for the E5 subscription, after upcoming price hikes. E7 includes the $30 Copilot, $12 Entra identity tools, and the new $15 Agent 365 product for managing companies’ AI agents. The launch should lead to higher adoption of Copilot, which has yet to become common among commercial productivity subscribers, Microsoft’s ( MSFT ) commercial CEO said. The Copilot upgrades and the launch of the E7 tier on May 1 should both lead to further adoption of Copilot, Judson Althoff, CEO of Microsoft’s commercial business, told CNBC in an interview. The existence of E7 should also inspire organizations to upgrade more workers to E5, he said. The launch comes after updates to Anthropic’s ( ANTHRO ) Claude Cowork service made some investors worry about AI models posing competitive threats to mature software companies. More on Microsoft Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them Microsoft: Buy The Dip, Or Regret It Forever OpenAI plans to acquire Promptfoo to bolster security in AI systems Microsoft, Google, Amazon say Anthropic products still available despite Pentagon blacklist

Colleen Michaels Microsoft ( MSFT ) is integrating artificial intelligence into its Office productivity suite and raising the price of the upgraded version by 65% as it seeks to attract enterprise users to its Copilot AI add-on. The new top-of-the-line bundle for corporate workers, Microsoft 365 E7, will cost $99 per user per month, compared with $60 for the E5 subscription, after upcoming price hikes. E7 includes the $30 Copilot, $12 Entra identity tools, and the new $15 Agent 365 product for managing companies’ AI agents. The launch should lead to higher adoption of Copilot, which has yet to become common among commercial productivity subscribers, Microsoft’s ( MSFT ) commercial CEO said. The Copilot upgrades and the launch of the E7 tier on May 1 should both lead to further adoption of Copilot, Judson Althoff, CEO of Microsoft’s commercial business, told CNBC in an interview. The existence of E7 should also inspire organizations to upgrade more workers to E5, he said. The launch comes after updates to Anthropic’s ( ANTHRO ) Claude Cowork service made some investors worry about AI models posing competitive threats to mature software companies. More on Microsoft Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them Microsoft: Buy The Dip, Or Regret It Forever OpenAI plans to acquire Promptfoo to bolster security in AI systems Microsoft, Google, Amazon say Anthropic products still available despite Pentagon blacklist

格隆汇3月10日｜据快科技，2026年开年，一个名为OpenClaw的开源项目以闪电般的速度席卷了GitHub。它在短短一天内就斩获了9000颗星，两周后星标更是突破了17万。一时间，标志性的小龙虾图案登上了各大社交平台的头版，成为科技圈最炙手可热的话题。 然而，随着OpenClaw的爆发式走红，第一批受害者已经开始出现。许多用户在部署过程中，不小心将控制接口直接暴露在了公网环境下。OpenClaw默认通过18789端口提供控制服务，如果没有设置严格的身份验证，任何网络扫描工具都能轻易锁定它的位置。一旦这些接口被攻击者连接，对方就能直接掌控一个拥有系统最高权限的AI代理。原本为你提供便利的工具，瞬间就会变成别人控制你电脑或服务器的跳板。目前，被扫描出的处于裸奔状态的龙虾实例已经高达27万只。

【港股市況】恒指半日升396點 寧德時代績後升8% 騰訊升半成 智譜、MINIMAX破頂（不斷更新） 香港經濟日報HKET

格隆汇3月10日｜据海关总署数据显示： 中国1-2月以美元计价对美国出口同比下降11%，自美国进口同比下降26.7%，对美国贸易顺差478.4亿美元； 中国1-2月以美元计价对俄罗斯出口同比上升22.7%，自俄罗斯进口同比上升4.1%，对俄罗斯贸易逆差24.6亿美元。 中国1-2月以美元计价对印度出口同比上升20.0%，自印度进口同比上升43.1%，对印度贸易顺差214.0亿美元。

贝莱德 投资研究所表示，中东冲突正引发由能源主导的供应链冲击，对全球各地造成截然不同的影响。包括Jean Boivin、Wei Li在内的策略师在报告中写道：市场定价预示扰动将持续数周，而非数天或数月。在受供给因素主导的全球环境下，此次冲突加剧了通胀风险，这也是美国国债收益率小幅走高、且该类债券未能发挥避险作用的原因。“收益率上升与我们的观点一致：当前面临的是通胀型供给冲击风险，而非需求驱动的经济增长放缓。”“存在滞胀冲击的风险，但并非必然发生，市场定价已体现这一点。”贝莱德目前低配长期美国国债，并看好美国股票。 责任编辑：王永生

Insight: White supremacist content grips teens plotting attacks in Southeast Asia Reuters

格隆汇3月10日｜成都住房公积金管理中心发布《进一步优化住房公积金相关政策（征求意见稿）》，其中提到，拟适度提高住房公积金最高贷款额度，使用住房公积金贷款购买本市住房的，单缴存人最高贷款额度由60万元提高至80万元，双缴存人最高贷款额度由100万元提高至120万元。 同时，成都拟阶段性取消住房公积金贷款次数限制，自政策施行之日至2026年12月31日，缴存人新购住房申请住房公积金贷款时，不受贷款次数限制。 此外，成都还拟将优化贷款套数认定，缴存人新购住房申请住房公积金贷款时，无住房公积金贷款余额的，执行首套房贷款政策；支持购买现房，对实施现房销售的商品房项目，最高贷款额度上浮20%。

Apple (AAPL.US) accelerates production diversification: Reports indicate a 53% increase in iPhone production in India last year, with 25% of iPhones now manufactured in India. 富途牛牛

騰訊控股(00700)出現大手買入1萬股，成交價$546.5，涉資546.5萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.04萬股，成交價$546.5，涉資568.36萬 AASTOCKS.com

香港航空宣布周四起，調高客運燃油附加費，當中前往中東及歐洲等，單程加150元。 香港航空網頁顯示相關調整。當中前往中東、歐洲、非洲等長途航班燃油附加費，由589元加至739元，加幅約二成五，每程加150元，旅客來回需多付300元。 而前往日本、南韓、泰國等短途航班，燃油附加費由162元增至212元，增幅達三成。 民航處於2018年取消燃油附加費禁令，允許航空公司根據商業考慮徵收，並規定航空公司需在直銷機票中，清晰展示有關費用。

文章提及标的 百奥赛图-B -- 量化派 -- 恒生指数 -- 聚水潭 -- 天数智芯 -- 长飞光纤光缆 -- 港股午间收盘，恒生指数涨1.56%，恒生科技（159740）指数涨1.4%。恒指港股通ETF银华（159318）(159318)涨1.88%，港股通科技ETF鹏华（159751）(159751)涨2.16%。板块方面，生命科学工具、制药板块涨幅靠前；能源（850101）设备与服务、燃气板块跌幅靠前。个股方面，天数智芯（HK9903）涨19.94%，量化派（HK2685）涨17.19%，聚水潭（HK6687）涨15.71%，百奥赛图-B（HK2315）涨14.09%，长飞光纤光缆（HK6869）涨12.24%；滴普科技（HK1384）跌18.59%，博泰车联（HK2889）跌10.43%，中石化油服（HK1033）跌5.88%，OSL集团（HK0863）跌5.0%，联合能源集团（HK0467）跌4.88%。

When he started trading in 2020, Lito Chen followed mostly well-trodden advice, tucking his modest university student savings into the kinds of blue-chip stocks like liquor companies that analysts had touted as safe bets. They proved to be anything but, erasing his nest egg and eroding his confidence in mainstream financial analysis. So when doing research for his next round of investment picks in the first half of 2024, Chen turned to what many young people know best: artificial intelligence chatbots and the social media hive mind. Investing in a mix of tech, defense, mining and other stocks recommended by internet friends and chatbots like Kimi and Zhipu, he’s clawed back his earlier losses—and then some. “I’ll rely more on AI for stock selection in the future,” says Chen, a 24-year-old student in Shanghai. “Some of the stocks it picked for me really just kept rallying nonstop.” Young, technologically savvy, even defiant, Chen represents China’s newest generation of retail investors. These bold Generation Z traders have earned a nickname in China: Xiao Dengs, or “little guys”—and their swelling ranks are propelling the country’s more than $14 trillion stock market. From September 2024 to January 2025, the number of investors under 30 in China doubled, accounting for about one-third of the country’s retail investor base of 240 million traders, according to a study by brokerage Ping An Securities Co. and Hurun Research Institute. Investors under 35 (which would include the youngest millennials as well as all of Gen Z) are behind more than 45% of new trading accounts opened last year, up 5 percentage points from the previous year, local media outlet Jiemian reports. Yang Delong , chief economist at First Seafront Fund Management Co., has said 2025 was the year when Xiao Deng trades dominated the market with “unmatched flair.” The Xiao Dengs’ preference for high-growth stocks has helped fuel the latest tech craze, while their rapid-fire trading style has amped up mark...

Credits Designed and developed by Alyson Hurt and Brent Jones, building on previous work by Thomas Wilburn, Audrey Carlsen, Hilary Fung and Shajia Abidi. Edited by Dana Farrington, Heidi Glenn, Megan Pratz and Benjamin Swasey Photos by Kent Nishimura/Getty Images, Kevin Dietsch/Getty Images, Jamie McCarthy/Getty Images, Scott Olson/Getty Images, Micah Green/Bloomberg via Getty Images, Theo Wargo/Getty Images, Jim Watson/AFP via Getty Images and Charlie Neibergall/AP Photo Sources: Electoral results from the AP. Population data are 2017-2022 ACS 5-year estimates. Candidates receiving less than 1% support not shown individually. The percentage of results in is an estimate from the AP.

To get John Authers’ newsletter delivered directly to your inbox, sign up here . Today’s Points: So far this week, Brent crude surged from $93.50 to $118.90 — and back to $88. President Trump has predicted that the war with Iran will resolve “very soon.” US stocks gained on this news — the Nasdaq is now higher for the month. Asian stocks bounced Tuesday after a serious selloff. AND: Putting out the fire with a few songs about oil. Short, Sharp Shock? Years go by with less activity in the oil market than we have witnessed in just the first day of this week. The lingering question is whether all’s well that ends well . Crude prices surged almost to $120, in a sharper and more sudden rise even than ever occurred in the early days of the Ukraine invasion. Is it more important that traders took the price this high, or that they swiftly thought better of it, and brought it back below $90 ? These are unusual events and while they were in part driven by exceptionally volatile news flow, it would be misleading to try to label the chart with events to explain the moves. Iran’s choice of the son of the late Ayatollah Ali Khamenei as new supreme leader seemed a bad sign of intransigence to open the day. Reports that the G-7 was prepared to tap oil reserves if needed helped to bring the price under control, and then President Donald Trump ’s comment that the war would be short prompted the drop to $90. But it’s impossible to explain all of the moves with news flow. Sentiment is driving this , and some traders were evidently willing to panic. But it’s equally true that they weren’t comfortable leaving oil above the landmark of $100. Oil is naturally giving a lead to other markets . Asian exchanges, open when the oil spike was at its worst, took severe damage, while the main US indexes were flat. Overall, the reaction in stocks continues to be surprisingly calm given the extreme goings-on in commodities markets. Geography has asserted itself with Asia and Europe, physically close ...