3 月 11日，腾讯宣布推出专为中国用户优化的AI Skills社区——SkillHub。它基于OpenClaw 官方开源生态打造的本土化配套服务平台，完整兼容官方社区的全量技能生态，可在不改动官方开源内容的前提下为官方生态在国内落地提供配套服务支撑。针对OpenClaw等AI Agent工具的Skill安装痛点，提供高速下载、精选榜单、中文搜索等核心功能。（界面新闻）

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)

核心要点 由 AVK 与 Pure Data Centers 在爱尔兰打造的微电网直连数据中心，标志着欧洲迈向 私有供电生态 的第一步。 爱尔兰去年底放宽数据中心能源禁令，但企业仍面临漫长的电网接入等待期。 就在上月，美国总统特朗普警告大型科技公司有义务 自行解决电力需求 。 在爱尔兰首都都柏林郊外，一座数据中心成为欧洲首个采用独立 “孤岛式” 微电网保障服务器运行的项目。 欧洲正试图抓住 AI 发展红利，同时解决困扰数十年的电网接入延迟问题。欧盟委员会预计，到 2040 年，欧盟至少需要 1.2 万亿欧元（约 1.39 万亿美元） 的相关投资。部分企业已等不及电网瓶颈缓解，转而自建电力来源。 这座由电力解决方案提供商 AVK 与数字基础设施开发商 Pure Data Centre Group 运营的都柏林设施，可能是欧洲大陆迈向 私有供电生态 的第一步。 微电网是可自主发电、储能与配电的本地化能源系统。该模式已在美国广泛应用，得州、弗吉尼亚等数据中心热点地区对离网电力需求激增。 AVK 与 Pure DC 表示，其都柏林项目是欧洲首个由 实时微电网 运营的数据中心。 “随着数据中心规模扩大、AI 工作负载增多，数据在日常生活中愈发重要，这只会给电网带来更大压力。因此我们必须寻求不同的解决方案。”AVK 首席执行官本・普里查德对 CNBC 表示。 该系统并非没有挑战。监管障碍可能延缓部署，而微电网的长期成功，很大程度上取决于其电源是否 可靠且可持续 。 突破能源禁令 爱尔兰是欧洲两个曾对新建数据中心实施禁令的国家之一，因这类高能耗设施给国家电网带来巨大压力。2024 年，数据中心消耗了这个小国 22% 的电力。 爱尔兰国家电网运营商 2 月底警告，随着消费者用电方式变化，满足电力需求可能 “充满挑战”，并指出数据中心是需求增长的主要推手。 但去年底，爱尔兰当局放宽禁令，AI 热潮让市场对其经济潜力的看法发生逆转。 根据爱尔兰能源监管委员会（CRU）新规，所有新并网数据中心必须提供 可调度电力 （可根据国家电网需求启停）或具备储能能力，且年度用电需求中至少 80% 需来自爱尔兰本土可再生电力。 “在爱尔兰，另一种选择就是等待 —— 等待未知时长才能获得电网接入，而时至今日仍无法接入。建设微电网让我们得以推进项目。”Pure DC 总裁道恩・蔡尔兹对 CNBC 表示。 ...

巴林拉响防空警报 随后传出多声爆炸声 2026-03-11 17:08:23 来源： 同花顺7x24快讯 分享 总台记者获悉，当地时间11日午间，巴林拉响防空警报，随后传出多声爆炸声。目前暂无人员伤亡报告。(央视新闻)

Olemedia/iStock via Getty Images NICE Ltd. ( NICE ) already sits near the top for cloud customer experience and AI. Betting on them for the long haul means weighing how well they keep outperforming against the risk that they miss a step on integration or execution. Before I took a cautious but optimistic view, NICE was clearly innovating and getting customers to stick around, but I wanted to see better operating leverage and steadier growth in cloud ARR show up in earnings and cash flow before going beyond a Hold . Since then, the stock’s done fine, not a rocket, but up, basically matching the steady but unremarkable growth in the business. Revenue for FY25 grew 8% to $2.945 billion. Non-GAAP EPS went up 11% to $12.30. Free cash flow margin stayed at 21%. NICE trades at about 10.4 times trailing and 11.7 times forward non-GAAP EPS, with an EV/Sales below 2.5 and EV/EBITDA under 8. This setup doesn’t quite fit the actual risk here. The market’s currently valuing the company at relatively low earnings and enterprise-value multiples despite continued cloud and AI growth. Their AI ARR jumped 66% to $328 million. It seems like most folks are ignoring how sticky NICE’s cloud is and how much room there is for upselling and ROI; cloud net retention was reported at 109% for the trailing twelve months. They’re also getting strong growth internationally, especially in EMEA (up 38%), and management highlighted an earlier-than-expected go-live of a large international enterprise deployment originally planned for 2026. These numbers call for a closer look based on what’s happening right now, not just big-picture strategy. NICE Investment Spending is Supporting the Next Phase of Cloud Growth NICE right now is midway through a big investment push, but the business still stands out for being both resilient and loaded with options. The main cloud segment is growing at a low-to-mid teens pace; cloud revenue rose 13% to $2.238 billion, and management said cloud growth continues to be d...

格隆汇3月11日｜欧盟委员会主席冯德莱恩表示，欧盟正在探索各种措施，以削弱天然气在该地区电力定价中的作用，其中可能包括对价格设定上限。冯德莱恩在斯特拉斯堡对立法者表示：“当天然气决定电价时，降低其成本影响至关重要。我们正在准备不同的方案，更好地利用电力采购协议和差价合约，方案内容包括国家援助措施，以及探索补贴或限制天然气价格。”在俄乌冲突引发能源危机期间，欧盟曾引入紧急天然气价格上限，但从未被触发。自伊朗战争爆发以来，欧洲天然气市场剧烈波动并走高，但仍远低于2022年的水平。

格隆汇3月11日｜香港交易所信息显示，高盛集团在小鹏汽车H股的持股比例于03月06日从5.00%降至4.93%。

Vnet Group Inc. , one of China’s largest data center operators, is weighing funding options including a dollar bond sale to expand capacity as a race for dominance intensifies in the country’s AI industry. Several investment banks have been sounding out investor appetite for a potential three-year US-currency debt offering with a yield of about 9%, according to people familiar with the matter, adding that details aren’t set and could change. While the Beijing-based, US-listed company has secured regulatory approval to issue up to $500 million worth of offshore notes, it may not exhaust the quota this time, said the people who requested anonymity discussing private matters. The contemplation of fundraising comes after Vnet secured a record order to supply TikTok owner ByteDance Ltd. with about 500 megawatts of capacity from its data centers in China. ByteDance and other Chinese tech firms including Zhipu have been releasing updated AI models in recent months to get ahead in the competition. Data centers —the physical backbone of the AI revolution— have become some of the most sought-after assets globally, with US technology giants in a spending spree to bankroll the industry’s infrastructure. Amazon.com Inc. this week became the latest hyperscaler to tap the capital market, with a bond offering that could eventually swell to nearly $50 billion. Vnet, whose customers also include Tencent Holdings Ltd., JD.com Inc. and Alibaba Group Holding Ltd., raised $138 million through a private share placement last month. It has also applied for regulatory approval for a domestic listing of a real estate investment trust, said the people. Vnet has indicated that its loan-to-value ratio in China’s domestic market could reach as high as 80%, the people added, reflecting lenders’ strong appetite for the sector. Meanwhile, the company recently told investors it aims to add around 400MW to 500MW of new capacity a year, according to the people familiar with the matter. Vnet didn’t imme...

格隆汇3月11日丨隔夜指数掉期显示，英国央行今年降息几率降至约20%，而周二为50%。

The International Energy Agency is proposing a release of emergency oil reserves that would be the largest-ever in its history, with a decision possible later on Wednesday, according to a person familiar with the matter. The IEA has suggested a release in the range of about 300 million to 400 million barrels, the person said, as governments seek to contain a spike in energy prices driven by the Middle East war. The Paris-based agency co-ordinates stockpile releases for OECD nations. A meeting of G-7 heads of state on Wednesday will discuss the stockpile release, French Finance Minister Roland Lescure said separately. The Group of Seven nations have said they support , in principle, “proactive measures” including the release of strategic reserves, but haven’t provided details on the scale of a potential intervention. Oil prices soared to almost $120 a barrel in London on Monday as flows through the Persian Gulf’s critical Strait of Hormuz remained essentially halted, fanning concerns of a renewed surge in inflation. But futures have since eased significantly after US President Donald Trump signaled the conflict with Iran could end soon, and on expectations that governments would tap their oil reserves. The move under consideration would exceed the 182 million barrels that IEA members put into the market in 2022 after Russia invaded Ukraine. The Wall Street Journal earlier reported plans for a record intervention. The IEA has said its 32 members hold more than 1.2 billion barrels in emergency stockpiles, including the largest buffer, the US Strategic Petroleum Reserve.

格隆汇3月11日｜伯恩斯坦将西南航空的目标价从39美元上调至45美元，维持“与大市同步”评级。(格隆汇)

Bam Adebayo scored 83 points - the second highest number in an NBA game - as the Miami Heat beat the Washington Wizards 150-129. The center said it was a "special moment" when he passed Kobe Bryant's 81-point tally, set in 2006. Wilt Chamberlain's record of 100 points has stood since 1962. Adebayo scored 36 of 43 free-throws - records for the most free-throws attempted and most free-throws made - at Kaseya Center in Miami. "It's Wilt, me, then Kobe, which sounds crazy," he said.

Amid the heart of earnings season lies one of Wall Street's most important quarterly data releases: the filing of Form 13Fs with regulators. A 13F allows investors to track which stocks Wall Street's brightest asset managers bought and sold in the latest quarter (in this instance, the fourth quarter). On Feb. 17, the 13F filing from one of Wall Street's most-followed billionaire investors, Bill Ackman of Pershing Square Capital Management, showed he completely exited his former top holding, Chipotle Mexican Grill (CMG 1.62%). At the same time, Ackman was a busy buyer of a "magnificent" dual-industry leader for the second time over the last three quarters. Chipotle gets sent to the chopping block As recently as March 31, 2024, Chipotle Mexican Grill was Pershing Square Capital Management's No. 1 holding by market value. But as of Dec. 31, 2025, Ackman had overseen the disposal of the 21,541,177 remaining shares his fund had held (as of Sept. 30). The logical reason for Ackman to sell is to cash in his chips after an outsize gain. Between Sept. 30, 2016, and the end of 2025, Chipotle shares more than quadrupled. Chipotle handily outperformed the benchmark S&P 500 over nine years, reflecting its focus on responsibly raised meat products and its out-of-the-box innovation, such as its mobile order-focused drive-thru lanes ("Chipotlanes"). Expand NYSE : CMG Chipotle Mexican Grill Today's Change ( -1.62 %) $ -0.57 Current Price $ 34.72 Key Data Points Market Cap $45B Day's Range $ 34.46 - $ 35.20 52wk Range $ 29.75 - $ 58.42 Volume 1.1K Avg Vol 18M Gross Margin 22.35 % But Ackman may have had other incentives to head for the exit. For instance, Chipotle Mexican Grill's comparable restaurant sales cratered last year. Following years of high single-digit comparable restaurant sales growth, revenue from existing stores fell 1.7% in 2025. Despite passing higher prices along to consumers, a notable decline in transactions is weighing on the company's operating results. It would...

For Immediate Release Chicago, IL – March 11, 2026 – Today, Zacks Investment Ideas feature highlights Microsoft MSFT, Alphabet GOOGL, Amazon AMZN, Meta META, Oracle ORCL, Micron MU, Sandisk SNDK, Bloom Energy BE, IREN IREN and NVIDIA NVDA. AI Bottlenecks: 3 Stocks Poised to Gain from AI Buildout Buy the AI Picks and Shovels Long-time readers of mine know that my favorite fundamental stories are “pick and shovel” investments. For instance, during the gold rush, the businesses that sold the picks, shovels, and denim jeans required for gold mining often did better than the gold miners themselves, because, unlike mining, profits were predictable and consistent. Meanwhile, there are numerous examples throughout history. During the U.S. oil fracking boom of the early 2000s, energy workers were required to live in remote places, with little housing. This led to a surge in demand for RVs. AI Spending Soaring (& Will Continue To) Despite constant fears of an internet-like bubble, America’s top tech companies continue to spend hundreds of billions of dollars on AI infrastructure to capture their share of the AI market. In 2025, the hyperscalers, which include Microsoft, Alphabet,Amazon, Meta and Oracle accounted for $390 billion in CAPEX spending. Despite fears of overspending, AI CAPEX spending is expected to maintain momentum, reaching $515 billion this year and ~$600 billion in 2027. Who Will Benefit the Most from AI Spending? Below are 3 AI Bottlenecks to Watch Flash Memory Stocks Micron and Sandisk are the two leading suppliers of memory and storage infrastructure required for AI data centers. Storage and memory are critical ingredients needed for training AI models. Currently, demand is so high that Micron has already announced its high-bandwidth memory (HBM) is sold out for 2026. Meanwhile, SNDK shares jumped on Tuesday after Taiwan’s Phison CEO said NAND flash prices jumped 50% overnight amid the ongoing supply crunch. Over the past four quarters, Sandisk has beaten Z...

格隆汇3月11日｜有投资者在互动平台向科德数控提问：国产大飞机项目今年能正式落地了吗？科德数控回复称，大飞机项目正有序推进，出于商业信息考虑，暂时不便于对外披露具体内容。未来项目进展到一定阶段，在符合双方协议约定的保密义务前提下，公司会适当对外披露相关进展。

Source: Bloomberg, 0:00

Applied Materials Teams With Micron, SK Hynix to Develop Next-Gen AI Memory Chips varindia.com

Broadcom Inc. $AVGO Shares Sold by DE Burlo Group Inc. MarketBeat

laddawan punna/iStock via Getty Images Executive Summary During the quarter, the Lazard US Small Cap Equity Select Portfolio ( LZSCX ) outperformed its benchmark, the Russell 2000 Index (net of fees), as sector positioning detracted, while stock selection was favorable. Stock selection was strongest in the information technology and industrials sectors. Healthcare and materials holdings lagged. Within sector positioning, the underweight exposure to utilities and materials proved beneficial, although the overweight exposure to information technology stocks detracted value. From a country perspective, stock selection was strongest in the United States and Canada and weakest in Hong Kong and Brazil. Market Review US equities rose in the fourth quarter, with signs that market leadership was beginning to broaden. Notably, the monthslong artificial intelligence (AI)-driven rally appeared to enter a new phase, with investors becoming increasingly cautious about the sustainability of elevated AI capital expenditure. Many perceived AI-winners—mainly companies investing in or enabling AI infrastructure—sold off as the pace of spending on chips and data centers, which has been significantly reliant on debt financing, showed no signs of moderating, leading many to question the returns such investments would ultimately generate. However, AI-linked stocks staged a recovery in the closing weeks of the period; ultimately, four of the top five contributors to the S&P 500’s fourth-quarter gain were AI-levered names, which combined accounted for 71% of the index’s return. US investors cheered as the Federal Reserve lowered interest rates at three consecutive policy meetings despite disagreements among officials about the path ahead. At its December policy meeting, the central bank hinted that it would likely pause further cuts as it collects more data to assess labor market and inflation conditions. Investors also reacted positively to a delayed release of third-quarter US GDP data sh...

格隆汇3月11日｜哈萨克斯坦能源部长：哈萨克斯坦不会增加石油产量。

3月10日，小红书官方账号“薯管家”发布《关于打击AI托管运营账号的治理公告》，宣布即日起对“纯AI托管账号”开展专项治理。 根据规则，平台将对不同类型的违规行为采取分级处理： 1.若普通账号偶发使用AI托管进行代写、代发或虚假互动，将根据情节给予警告、限制分发等处罚； 2.通过AI工具完成注册、发布、互动等全流程运营，或主页公开笔记全部由AI代发的账号，则将被直接封禁。 这一治理标准与国家《人工智能生成合成内容标识办法》中 “禁止机器冒充真人运营” 的核心要求一致。 内容平台进入“AI运营监管”时代 从平台表态来看，此次治理直指近期快速蔓延的“AI托管”产业链。 平台监测发现，一些用户借助OpenClaw（俗称“龙虾”）等AI工具，将账号注册、内容生成到评论互动实现自动化运营，并以批量生产“伪体验”笔记的方式进行种草引流，甚至通过私信导流、虚假互动等方式变现。 这类账号通常呈现出明显的模板化特征： 语气统一、配图模式相似、评论互动高度机械化 。 短期来看，这种批量生产模式会迅速占据内容分发空间；但从平台生态角度看，其对“真实分享”的社区基础构成了直接冲击，甚至已经出现用户因AI笔记误导消费而产生权益纠纷的情况。 为配合此次治理，小红书同步开放了专项举报入口。用户可在笔记页面通过“分享-举报-对他人造成困扰或危害-AI 造假”进行反馈，也可以在账号页通过“右上角（···）标识”进行举报，发起投诉。平台同时强调，本轮治理的重点并非限制AI技术使用，而是划清边界： AI可以作为内容生产工具参与创作，但不能替代真人进行账号运营与互动 。 据悉，公告发布后，部分从事批量“养号”的灰产团队已经开始删除内容、注销账号，而真人创作者普遍表达支持，认为平台正在重新保护真实创作的流量空间。 业内人士分析认为，小红书对“AI托管”的明确禁令，或将成为平台治理AI内容的重要分水岭。随着 AI 深度参与内容生产，平台需要在鼓励技术效率与维护生态秩序之间寻找平衡。一方面，AI 已经成为创作者的重要工具，可以用于选题、写作、剪辑甚至数据分析；另一方面，如果 AI 可以完全替代真人进行账号运营，内容生产的规模与速度将远超平台生态能够承受的范围。 目前抖音、快手已经开始整治AI虚拟人带货和低质批量视频，B站、知乎也在强化AI内容标识机制。随着生成式AI深度进入内容生产环节，“允许AI辅助创作、禁止...

文章提及标的 香港交易所 -- 中国平安 -- 花旗 -- 据香港交易所（HK0388）披露，花旗（C）集团对中国平安（HK2318）保险(集团)股份有限公司-H股的多头持仓比例于2026年3月5日从5.99%增至6.04%。

Country radio still has a gender parity problem. That hasn’t stopped Ella Langley and Megan Moroney from achieving historic success. Last week, Langley and Moroney became the first two women in country music ever to top the all-genre Billboard 200 and Hot 100 charts simultaneously. Langley’s Choosin’ Texas unseated Taylor Swift’s Opalite to claim its second non-consecutive week atop the singles chart, while Moroney’s album Cloud 9 reached number one thanks to Target exclusive physical editions and strong streaming numbers. “These aren’t flukes or one-off viral hits,” said Leslie Fram, co-founder and CEO of FEMco, a Nashville-based creative consultancy. “Megan Moroney built her base through relentless touring and social buzz. Ella Langley’s incredible song has real staying power and even non-country crossover appeal. “And they’re doing it while country radio remains male dominated,” Fram adds, noting that there is just one female artist in the current top 15 country airplay charts. “That contrast makes it extra satisfying: the fans and streaming metrics are speaking louder than gatekeepers.” Langley and Moroney’s history-making coup arrives amid a generational boom for country music. The last few years have seen pop stars from Chappell Roan to Sabrina Carpenter dabble in twang and Nashville hitmakers from Morgan Wallen to Luke Combs pack out stadiums and smash streaming records. “Country’s cool again,” as reigning CMA entertainer of the year Lainey Wilson sang in early 2024, even before Beyoncé’s Cowboy Carter ignited a nationwide western-wear frenzy and Shaboozey’s smash-hit A Bar Song (Tipsy) spent an astonishing 19 weeks atop the Hot 100. The country and pop worlds share a tenuous border, and Moroney in particular has expertly toed that line. For example, I Only Miss You, one of two duets on Cloud 9, finds Moroney trading verses with the decidedly un-country Ed Sheeran. (Despite telling Call Her Daddy’s Alex Cooper last year that his “end goal” is to “move to Nash...

文章提及标的 香港交易所 -- 中兴通讯 -- 花旗 -- 据香港交易所（HK0388）披露，花旗（C）集团对中兴通讯（HK0763）股份有限公司-H股的多头持仓比例于2026年3月5日从6.06%增至6.08%。

Company Logo The global humanoid robots market is poised for rapid growth as it transitions from prototyping to commercial deployment, driven by advances in AI, hardware capabilities, and labor shortages. Investment is surging, with Apptronik's $520M funding from Google and Mercedes-Benz showcasing confidence in industrial applications. China's sector is booming, with significant adoption in manufacturing. Key opportunities lie in consumer and medical sectors, despite challenges in dexterity and energy efficiency. Strategic insights address scaling, technical bottlenecks, and market dynamics through 2036. Dublin, March 11, 2026 (GLOBE NEWSWIRE) -- The "The Global Humanoid Robots Market 2026-2036" report has been added to ResearchAndMarkets.com's offering. The Global Humanoid Robots Market 2026-2036 provides a comprehensive technology and market assessment of the rapidly emerging humanoid robotics industry, covering over 100 companies across all major regions and analyzing the full hardware and software stack from component level through to system-level commercial deployment. The report delivers detailed forecasts, competitive intelligence, and strategic analysis for manufacturers, investors, component suppliers, and end users navigating this transformative market. The humanoid robotics industry is at a critical inflection point. After years of research-stage development and demonstration-focused activity, the sector is transitioning toward structured commercial pilots and early production-scale deployments in automotive manufacturing, logistics and warehousing, and service applications. The report captures this moment of transition, providing the data and analysis required to distinguish commercially viable pathways from speculative projections. At the component level, the report delivers detailed technical analysis, cost breakdowns, and supply chain assessments for every major subsystem, enabling readers to identify bottleneck components, cost reduction pathways, a...

Key Points ServiceNow should be able to deliver solid revenue growth despite "SaaSpocalypse" worries. Microsoft's high capital expenditures aren't as concerning as some investors think. Salesforce's valuation looks attractive after its steep sell-off. 10 stocks we like better than Salesforce › "Buy low, sell high" is one of the most well-known investing adages. The main problem with following this four-word strategy, though, is knowing which low stocks are most likely to rise in the future. Analysts with major investment firms are paid big bucks to identify those kinds of stocks. Here are three beaten-down tech stocks that could soar 40% or more, according to Wall Street. 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. ServiceNow ServiceNow (NYSE: NOW) provides an artificial intelligence platform that enables customers to automate workflows. The company calls itself "the AI control tower for business reinvention." Its global customer base includes over 85% of the Fortune 500. However, ServiceNow has been one of the victims of the so-called "SaaSpocalypse," a major sell-off of SaaS stocks on worries that AI will render many SaaS products obsolete. The company's share price is now more than 50% below its peak set in early 2025. Wall Street thinks ServiceNow can bounce back. The consensus 12-month price target reflects a potential upside of 62%. Of the 44 analysts surveyed by S&P Global (NYSE: SPGI) in March who cover ServiceNow, 40 rated the stock as a "buy" or "strong buy." Is this optimism warranted? I think so. ServiceNow continues to deliver strong growth, with revenue jumping 20.5% year over year in the fourth quarter of 2025. Its renewal rate of 98% remains exceptionally high. CEO Bill McDermott stated in the Q4 update, "With our consistent Rule of 55+ profile, there is no AI company in the...