Earnings Call Insights: Hewlett Packard Enterprise (HPE) Q1 2026 Management View CEO Antonio Neri stated HPE began fiscal '26 with "a strong first quarter, delivering revenue growth at the high end of our outlook range and record earnings per share, driven by a strong performance in Networking and a disciplined execution in Cloud & AI." Neri announced, "Orders significantly outpaced revenues, fueled by strong customer demand." He emphasized the completion of phase 1 of the Juniper integration and said, "We remain on track to achieve our fiscal '26 synergy targets." The company is focused on building a new networking market leader, with strategic product and software road map execution and revenue synergies. Management is addressing commodity shortages and inflationary cost environment, particularly in DRAM and NAND, with expanded long-term agreements with suppliers, agile pricing posture, and amended quoting terms to allow repricing of existing orders. Neri indicated, "We expect elevated prices to persist well into 2027." Networking segment performance was highlighted, with Neri reporting, "Networking revenue increased 152% and 7% on a normalized basis... The Networking segment now represents nearly 30% of our HPE's total revenues and more than half of our total operating profits." The company completed the integration of Juniper and Aruba sales teams into a single networking sales organization. In Cloud & AI, revenue declined 3% but operating margin dollars rose 18%. Neri stated, "We entered Q2 with a record AI systems backlog of $5 billion, primarily composed of enterprise and sovereign orders." CFO Marie Myers said, "Q1 was a strong start to fiscal 2026, reinforcing our confidence in our strategy and demonstrating our ability to execute in a dynamic environment. We exceeded expectations on net earnings and free cash flow while continuing to invest with discipline for long-term value creation." Outlook Myers said, "We are raising our EPS outlook range by $0.05 to ...

格隆汇3月10日｜布伦特原油期货大跌10%，特朗普暗示伊朗战争可能很快结束。

格隆汇3月10日｜香农芯创在互动平台表示，存储芯片价格受供需关系、原材料成本等因素影响。公司自主品牌海普存储产品的价格根据上述等因素动态调整。

截至3月9日，上交所融资余额报13332.77亿元，较前一交易日增加20.50亿元；深交所融资余额报12857.72亿元，较前一交易日减少23.10亿元；两市合计26190.49亿元，较前一交易日减少2.60亿元。 据iFinD数据显示，3月9日，两融（融资+融券）余额报26456.39亿元。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

深交所：因美格智能（002881）在香港联合交易所有限公司上市不适用价格稳定期机制，且相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单调入美格智能（002881）并自2026年3月10日起生效。

中東局勢｜國泰：續停飛杜拜、利雅得至本月31日 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國泰航空宣布繼續停運本港往返迪拜及利雅得的航班至今個月31日。 因應中東局勢，國泰取消即日至今個月31日所有來往本港及杜拜以及利雅得的客貨運航班，受影響旅客可以更改航點及退票。國泰亦會加開額外航班往返倫敦，並提供更多往返蘇黎世機位，滿足市場往來歐洲的需求，強調會持續關注局勢發展，以顧客和機組人員安全為首要考慮。

格隆汇3月10日｜截至3月9日，上交所融资余额报13332.77亿元，较前一交易日增加20.5亿元；深交所融资余额报12857.72亿元，较前一交易日减少23.09亿元；两市合计26190.49亿元，较前一交易日减少2.59亿元。

格隆汇3月10日｜日本国债在东京市场前市上涨，跟随美国国债的隔夜价格涨势。日本国债和美国国债的走势往往同步。此外，美国总统特朗普隔夜有关伊朗战争进展比预期更快且将“很快“结束的言论，可能导致了原油价格下跌。市场观察人士称，油价下跌或将缓解对日本通胀加速以及对日本央行加快加息步伐的担忧。10年期日本国债收益率下跌3.5个基点，至2.150%。 5年期日本国债收益率下跌2.0个基点，至1.600%。

格隆汇3月10日｜华泰证券研报称，美以伊冲突下全球油价大幅上涨，带动海外煤价上涨，基于预期，2026年我国北港5500大卡动力煤价格中枢将上移至750元/吨附近。华泰证券测算若港口5500大卡动力煤价格上涨50元/吨（含税），能源价格传导下批发侧电价将上涨2.9%，对应工业电价上涨2.0%—2.2%；Token出海带来的AIDC绿电需求提升有望推升绿证价格，当前绿证价格仅为碳价的9%，若绿证价格提升至与碳价持平，则批发电价将增厚15%，工业电价将增厚10%—11%。煤价上涨带来的市场化电价提升更有利于成本稳定的清洁能源，同时推荐经营更稳健的煤电联营公司。

Key Points AST SpaceMobile trades at a steep 382x price-to-sales ratio, betting heavily on a future that hasn't yet materialized. Major carrier partnerships give AST SpaceMobile a path to potentially massive recurring revenue, but it's far from guaranteed. With only a handful of satellites currently in orbit, significant execution risk remains before the company can deliver on its ambitious promise. 10 stocks we like better than AST SpaceMobile › AST SpaceMobile (NASDAQ: ASTS) is one of the most aggressively valued stocks on the market. The company trades at a $39 billion market cap on just $54.3 million in trailing-12-month (TTM) revenue, a price-to-sales (P/S) ratio of over 382. Why are investors paying such a premium for AST stock? If the company can deliver on its promise, the payoff could be enormous. AST is building a satellite constellation designed to deliver cellular broadband directly to standard smartphones. Its partners include AT&T, Verizon, Vodafone, and now TELUS -- carriers collectively serving billions of subscribers. If commercial service activates at scale, recurring revenue could reach tens of billions annually. It's also recently landed a defense contract, adding another potential revenue stream. 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 » Is AST SpaceMobile worth the risk? But that's a lot of "ifs." AST has a handful of satellites in orbit and plans to launch dozens more by year end, but it still has a long way to go, and there is significant execution risk. At this valuation, you're paying a premium for a future that's far from guaranteed. Still, there's enough of an opportunity here for investors with a very high risk tolerance. Should you buy stock in AST SpaceMobile right now? Before you buy stock in AST SpaceMobile, consider this: The Motley Fool Stock Advisor analys...

格隆汇3月10日｜韩国KOSPI指数日内暴涨6%，现报5568.56点。

黑芝麻智能配股集資超過6億元。 每股配售價18.88元，較上日收市價折讓逾百分之2，配售逾3,354萬股新股，佔已擴大發行股本逾百分之4，認購方為無極資本。集資所得的五成，用於核心技術研發，四成用於產品化與市場拓展，餘額作一般營運資金。

瑞丰动力（HK2025）针对香港证监会关于其股权高度集中的公告作出回应。证监会查讯结果，截至2026年2月24日，22名特定股东及其相关人士持有18.52%的股份，结合一名控股股东及三名主要股东持有的71.58%，合计持股达90.10%。公众持股比例目前仅有约7916.58万股(占已发行股份的9.90%)由其他股东持有，股权分布呈现高度集中态势。公司董事会表示，除了龙跃创投（885413）、亮程控股、宏协企业及茂扬有限公司四大股东外，持有剩余约28.42%股份的股东均为独立第三方。董事会已决议采取步骤核实证监会公告内容，并拟通过鼓励承授人行使购股权及股份奖励的方式，稀释股权集中度。公司承诺将根据实际进展尽快发布进一步公告，向股东及潜在投资者提供最新核实资料。(证券时报)

Source: Bloomberg, 5:17

AMD and Nutanix announced a multi year partnership to build an open, full stack AI infrastructure platform. AMD is also making a significant investment in Nutanix to support joint engineering and go to market efforts. The collaboration targets enterprise AI workloads by combining Nutanix software with AMD AI focused hardware. Nutanix, traded as NasdaqGS:NTNX, is moving deeper into AI infrastructure at a time when its shares trade around $39.73. The stock shows mixed performance, with a 64.2% return over 3 years and 42.5% over 5 years, alongside a 21.5% decline year to date and a 38.3% decline over 1 year. This new partnership introduces additional capital and technical resources that could influence how investors view the company’s role in enterprise AI. For investors watching enterprise infrastructure, the AMD tie up may affect how Nutanix is positioned in AI focused conversations with customers. The combination of co engineered products and AMD’s financial commitment may give Nutanix a clearer path to take part in AI related spending cycles, while keeping its platform aligned with open, multi vendor architectures. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Nutanix. NasdaqGS:NTNX Earnings & Revenue Growth as at Mar 2026 For Nutanix, this agreement is about becoming a core foundation for enterprise AI rather than just another infrastructure vendor. AMD is tying its EPYC server chips, Instinct GPUs and AI software stack to Nutanix Cloud and Kubernetes platforms, which could make Nutanix more relevant when CIOs weigh options against players like VMware by Broadcom, Dell or public clouds such as AWS. The US$150m equity purchase at US$36.26 per share and up to US$100m of joint project funding give Nutanix both capital and a committed hardware partner focused on agentic AI, where ongoing inference workloads are expected to be critical. For you as an investor, the key question is...

Kirsty Brimelow KC, the senior criminal lawyer who heads the Bar Council, said: "This letter and its more than 3,000 signatories demonstrate the unequivocal principled and practical opposition to the restriction of jury trials from not only the Bar, but the legal profession as a whole.

港交所通告 寧德時代( 03750 ) 海外監管公告 - 第四届董事會第十四次會議决議公告、關於2025年度利潤分配預案的公告、關於授權董事會制定2026年中期分紅方案的公告、關於2025年度募集資金存放與使用情况的專項報告、關於2025年度證券投資及衍生品交易情况的專項說明、關於續聘公司2026年度審計機構的公告、關於2026年度日常關聯交易（A股）預計的公告、關於2026年度擔保額度預計的公告、關於2026年度委托理財計劃的公告、關於開展2026年度套期保值業務及可行性分析的公告、關於向金融機構申請2026年度綜合授信額度的公告、關於2025年度計提减值準備的公告、關於使用部分閑置募集資金進行現金管理的公告、關於變更部分A股募集資金用途的公告(892KB, pdf)

格隆汇3月10日｜针对“中东地区的化工产品出口受限，公司产品售价是否会上涨”的问题，卫星化学3月10日在互动平台表示，目前公司受到行业变化的影响，各产品已随行就市上调价格。

我国首艘自主设计建造的集成式大型压裂工程船——“海洋石油696”今天(3月10日)在浙江舟山正式交付，填补了我国海上油气压裂增产技术与工程装备的空白，对提升我国海洋油气开发能力、保障国家能源（850101）安全具有重要意义。大型压裂船是高效开发低渗透、低流动性海底油气田的核心工程装备。“海洋石油696”船长99.8米，甲板面积相当于3.5个标准篮球场，船舶尺寸居全球同类型船舶首位。该船搭载全套压裂设备，可执行高排量、高功率海上大规模压裂作业，总体性能达到全球同类型船舶领先水平。(央视新闻)

A court on Indonesia’s resort island of Bali has sentenced three Australian citizens over the fatal shooting of a fellow Australian national, after they claimed to have been paid by a man they will not identify. Mevlut Coskun, Paea I Middlemore Tupou and Darcy Jenson were convicted of the shooting death of Zivan Radmanovic, a 32-year-old from Melbourne. A second man, 34-year-old Sanar Ghanim, was shot and beaten but survived the attack. Coskun, 22, and Tupou, 27, were sentenced at Denpasar district court to 16 years in prison and Jenson, 24, was sentenced to 12 years. Coskun and Tupou argued that the June 2025 shooting death was not intentional and had occurred during the chaos of the night. Radmanovic was in Bali to celebrate the birthday of his wife, Jazmyn Gourdeas, along with her sister and Ghanim, who was her sister’s partner. A coroner found that Radmanovic had suffered three gunshot wounds and blunt-force trauma. Sign up: AU Breaking News email Prosecutors said Jenson had organised the attack while the other two had carried it out. Jenson was caught at Jakarta’s Soekarno Hatta airport in June as he tried to leave the country. Coskun and Tupou were arrested in Singapore and Cambodia with the help of Interpol. During the trial that began in October, the three men said they had been offered money to travel to Bali and frighten Ghanim into repaying a debt. They said the offer had come from an Australian man they refused to identify because they feared for the safety of their families. Investigators testified that the group had received instructions from a “Mr X” whose identity was never determined. The court accepted that the men had acted for “a promised payment”. Prosecutors asked the court to sentence Coskun and Tupou to 18 years’ imprisonment and 17 years for Jenson. While the panel of three judges said the defendants had caused “deep trauma” to the families of the two victims, the presiding judge, Wayan Suarta, noted that the defendants had no prior criminal...

韩国外交部长赵显与卡塔尔首相Sheikh Mohammed bin Abdulrahman Al Thani周一通电话，韩国要求卡塔尔维持稳定的能源供应，并确保韩国公民从该国安全返回。韩国外长办公室在一份声明中表示，卡塔尔首相请求韩国就该地区因伊朗袭击而受损的民用设施提供支持。据首尔海关的数据，卡塔尔在2025年和2026年至今都是韩国第三大液化天然气供应国。 责任编辑：王永生

工会方面周一表示， JBS 位于美国科罗拉多州格里利市的肉类加工厂约3800名工人计划从3月16日开始罢工。这将使美国最大的牛肉加工厂之一的生产陷入瘫痪，而消费者正面临创纪录的高价。 这场劳工纠纷使主要由移民组成的劳动力与世界上最大的肉类公司对立起来，并已经迫使牧场主将牛转移到其他工厂。 由于全美牛只供应量降至75年来的最低点，牛肉价格今年创下历史新高。包括JBS在内的肉类加工企业受益于价格上涨，但同时也必须支付创纪录的屠宰牛只采购成本。 JBS在11月公布的第三季度利润为5.81亿美元，低于去年同期的6.93亿美元。 “虽然消费者支付的价格比以往任何时候都高，但这些成本并没有惠及真正从事繁重体力劳动的一线工人，”代表格里利地区工人的美国食品和商业工人联合会7号地方工会主席金·科尔多瓦表示。 科尔多瓦表示，过去八个月里，JBS公司存在不公平的劳动行为，并且在新合同谈判中没有进行公平协商。她说，工人们要求工资能够跟上通货膨胀的步伐，并希望公司停止向他们收取更换工作所需防护装备的费用。 JBS表示，公司遵守劳动法，力求达成公平协议，并会向丢失或被恶意损坏的防护装备的员工收取费用。 JBS表示：“我们坚持我们提出的方案。该方案强有力、公平合理，并且与2025年达成的历史性全国性合同相一致。” 责任编辑：于健 SF069

格隆汇3月10日｜花旗称，腾讯云推出的AI智能体WorkBuddy，可能代表中国国内从当前“聊天AI”范式向“执行AI”的重大转变，对中国的AI发展格局具有重要意义。维持对腾讯的买入评级，目标价783港元。分析师Alicia Yap在报告中指出，WorkBuddy的目标是成为“职场AI助手+人人可用的生产力工具”；其对所有用户的广泛可访问性，意味着人们的日常生活和工作将经历深刻的变革。WorkBuddy完全兼容最近大热的OpenClaw的技能，而且鉴于腾讯一直高度重视安全问题，WorkBuddy也具备企业级安全与管理性能。这一进展是腾讯的重要里程碑，为评估AI智能体未来在其微信小程序生态中的整合和作用提供了宝贵的实际场景。