《科创板日报》3月11日讯（记者 李佳怡） 全栈布局抢AI入口，腾讯在下一场“AI大棋”。 3月11日凌晨2点06分，腾讯董事会主席兼首席执行官马化腾，在朋友圈转发了腾讯推出全系“龙虾”产品矩阵的公众号文章，并配文：“还有一批产品陆续赶来。” 与此同时，一则更为重磅的消息正在悄然发酵。 据媒体爆料，腾讯正为微信秘密开发一款“绝密级”AI智能体项目，计划于2026年年中启动灰度测试，第三季度正式向全体用户推出。 针对此事，《科创板日报》记者向腾讯方面寻求置评，截止发稿，腾讯方面暂无回复。 从“龙虾”矩阵的闪电落子，到微信AI智能体的秘密筹备，腾讯打出的这套组合拳，是一场围绕“入口重构”与“生态激活”的战略卡位战，AI竞赛的胜负手已从“谁家模型更强”转向“谁能离用户更近”。而腾讯手中最大的筹码，正是微信。 ▎马化腾发文，腾讯速发全矩阵产品抢入口 3月11日凌晨2点06分，腾讯董事会主席兼首席执行官马化腾在朋友圈转发了腾讯推出全系“龙虾”产品矩阵的公众号文章，并配文：“自研龙虾、本地虾、云端虾、企业虾、云桌面虾，安全隔离虾房、云保安、知识库......还有一批产品陆续赶来。” 这条深夜发出的朋友圈，被市场视为腾讯对近期席卷科技圈的“养虾”热潮的直接回应，也让外界看到腾讯对AI智能体赛道的高度重视。 这场热潮的引爆点，是一款名为OpenClaw的开源项目。它能够像人的双手一样操作电脑，自动完成各类复杂任务，在海外技术圈走红后迅速破圈进入中国，引发全民“养虾”热潮。 而腾讯的反应速度，堪称近年最快。 3月6日，在深圳腾讯大厦门口，腾讯云的工程师们现场免费为路人安装OpenClaw，队伍绵延不绝。3月9日，腾讯旗下全场景AI智能体WorkBuddy便正式上线，该产品完全兼容OpenClaw的技能，从下载安装到连接企微，最快1分钟，用户就可以通过手机“遥控”腾讯版小龙虾干活。 从发布后的流量压力，也能看出市场的热情。3月10日，腾讯系编程工具CodeBuddy发布致歉信称，因流量激增出现登录及服务不稳定问题，原因是WorkBuddy国内公开测试上线后用户访问量远超预期，导致核心服务瞬时压力过大，技术团队已第一时间紧急扩容10倍。 此外，基于OpenClaw 打造的本地AI助手“QClaw”也正在内测当中。据腾讯介绍，QClaw可在Windows/Mac上一键安装，覆盖5000+s...

由于美国和以色列对伊朗的军事行动导致国际油价大涨，美国国内汽油零售价格连日走高，近两周累计涨幅近20%，进一步增加美国民众生活成本。美国汽车协会10日发布的数据显示，美国当日全国平均普通汽油价格与2月26日相比累计涨幅达18.64%。此外，10日美国全国平均柴油价格与一周前相比涨幅达22.85%。穆迪（MCO）分析公司首席经济学家马克.赞迪警告，美国消费（162415）者面临被油价大幅上涨“锤击”的风险。他说，如果国际油价每桶继续上涨10美元，一个普通美国家庭年支出将大约增加450美元。油价飙升将推升美国通胀压力，进而削弱消费（883434）者购买力并影响消费（883434）支出、经济增长和就业。美国消费（162415）金融服务机构银率网公司金融分析师斯蒂芬.凯茨说，油价上涨对消费（883434）的影响立竿见影，不仅加油成本上升，机票和以石油为原料的产品都将变得更贵。(央视新闻)

《科创板日报》3月11日讯 CPO行情持续火热，本周以来，包括汇绿生态、瑞斯康达、华工科技、光迅科技在内的多只个股，累计涨幅超过10%。 消息面上，黄仁勋以个人名义发表长篇博文“AI is a five layer cake”，其中写道：“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的（AI）基础设施需要建设。” 在黄仁勋看来，AI产业架构就如同一块五层蛋糕，由能源、芯片、基础设施、模型、应用组成。“放眼全球，我们看到芯片工厂、计算机组装厂和AI工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。”他表示。 今日TrendForce最新高速互连市场研究指出，英伟达下一代AI算力柜架构显示，未来GPU设计重心将转向更高密度的芯片互连，以及更高速的数据传输，机柜内芯片互连（Scale-Up）及跨机柜的大规模互连（Scale-Out）将成为规划数据中心的核心课题。 在此基础上， 使用铜缆的传统电气传输方案，受物理限制无法应对超大规模的数据搬运需求，光学传输方案因此获得发展空间 。TrendForce集邦咨询预估，CPO（共封装光学）在AI数据中心光通信模块的渗透率将逐年成长，有机会于2030年达35%。 本周一，美国银行在研报中指出，随着人工智能工作负载对传统铜导体的性能提出更高要求，光互连市场规模到2030年有望增长四倍至730亿美元。美银分析师Vivek Arya预计，英伟达将引领这场变革，可能成为首家将传统铜基服务器背板更换为CPO（共封装光学）的集成系统供应商。 就在下周，英伟达备受瞩目的年度开发者大会（GTC 2026）将在美国加州圣荷西如期举办。野村东方国际证券强调，投资者将期待英伟达公布共封装光学（CPO）技术的更多路线图细节，同时也将关注其适用于横向扩展网络的无限带宽（Quantum-X）和以太网（Spectrum-X）共封装光学交换机相关信息，以及潜在供应链合作伙伴的官宣。 此前，英伟达分别向Coherent和Lumentum各投资20亿美元并签订多年期战略采购协议，与两家公司共同开发下一代硅光子技术。国投证券认为，英伟达此次出手，与其2025年在数据中心交换机产品线中引入CPO技术的战略部署高度吻合。 国金证券指出，英伟达战略决心坚定，以资本绑定上游核心产能，scale-up域对光互联需求显著提升，此举旨在快速...

Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone. Corning (GLW +5.49%) has become a top supplier of fiber-optic cables, which transmit data at a much faster rate than copper cables. Speed is everything in the AI race, so data center operators are buying Corning's fiber hand over fist right now. That's driving a surge in the company's revenue. Corning's stock price has rocketed higher by 170% over the last 12 months. It's crushing Nvidia, AMD, and Broadcom, which are up 61%, 94%, and 84% respectively over the same period. Here's why further gains might be ahead. AI data center operators are moving to fiber Nvidia's flagship Blackwell GPUs are often configured using the company's NV-Link racks. Each rack typically includes 72 GPUs, along with 36 central processors (CPUs) and several networking components. Each rack is connected using two miles of copper cable, but data center operators are quickly transitioning to fiber, which is a huge opportunity for Corning. Fiber is proven to transmit information at faster speeds, and over much longer distances, than copper, with minimal data loss. Many AI developers pay for cloud computing capacity by the minute, so faster processing speeds can result in substantial cost savings over time. Plus, while 72-GPU data center racks are the standard right now, every rack will eventually house hundreds of GPUs in the future, so the efficient transmission of data will become an even greater priority. That's why Facebook parent company Meta Platforms just secured its future supply of fiber. It signed a deal with Corning in January to purchase a whopping $6 billion worth of cables over the next ...

Key Points Corning is a leading supplier of fiber-optic cables for data centers, which transmit information far more efficiently than traditional copper cables. The company's CEO believes the market for data center optical fiber could triple, thanks to demand from the artificial intelligence (AI) industry. Corning stock isn't cheap right now, but the company has a pipeline of blockbuster deals that could change that. 10 stocks we like better than Corning › Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone. Corning (NYSE: GLW) has become a top supplier of fiber-optic cables, which transmit data at a much faster rate than copper cables. Speed is everything in the AI race, so data center operators are buying Corning's fiber hand over fist right now. That's driving a surge in the company's revenue. 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 » Corning's stock price has rocketed higher by 170% over the last 12 months. It's crushing Nvidia, AMD, and Broadcom, which are up 61%, 94%, and 84% respectively over the same period. Here's why further gains might be ahead. AI data center operators are moving to fiber Nvidia's flagship Blackwell GPUs are often configured using the company's NV-Link racks. Each rack typically includes 72 GPUs, along with 36 central processors (CPUs) and several networking components. Each rack is connected using two miles of copper cable, but data center operators are quickly transitioning to fiber, which is a huge opportunity for Cor...

Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now The Globe and Mail

Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone. Corning (NYSE: GLW) has become a top supplier of fiber-optic cables, which transmit data at a much faster rate than copper cables. Speed is everything in the AI race, so data center operators are buying Corning's fiber hand over fist right now. That's driving a surge in the company's revenue. 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 » Corning's stock price has rocketed higher by 170% over the last 12 months. It's crushing Nvidia, AMD, and Broadcom, which are up 61%, 94%, and 84% respectively over the same period. Here's why further gains might be ahead. Image source: Getty Images. AI data center operators are moving to fiber Nvidia's flagship Blackwell GPUs are often configured using the company's NV-Link racks. Each rack typically includes 72 GPUs, along with 36 central processors (CPUs) and several networking components. Each rack is connected using two miles of copper cable, but data center operators are quickly transitioning to fiber, which is a huge opportunity for Corning. Fiber is proven to transmit information at faster speeds, and over much longer distances, than copper, with minimal data loss. Many AI developers pay for cloud computing capacity by the minute, so faster processing speeds can result in substantial cost savings over time. Plus, while 72-GPU data center racks are the standard right now, every rack will eventually house hundreds of GPUs in the future, so the efficient transmis...

Since 1957, the S&P 500 (^GSPC 0.21%) has returned an average of 184% during bull markets. But the index has only returned 54% since the current bull market began on Oct. 12, 2022, and I doubt it will come anywhere close to the average. In fact, I think the bull market will end in 2026 due to a combination of policy uncertainty surrounding midterm elections, tariffs imposed by President Trump, and high valuations. Here are the important details. Stocks often decline sharply during midterm election years Midterm elections make investors nervous. The political party in the White House tends to lose seats in Congress, and the losses are usually substantial. In fact, in midterm elections since 1958, the political party in charge has lost an average of 24 House seats and three Senate seats. That creates uncertainty. Investors don't know if the president's political party will retain a sufficient number of seats to keep fiscal, trade, and regulatory policies moving forward. So, investors often pull money out of the stock market until midterm elections are done and the uncertainty dissipates. Not surprisingly, the S&P 500 tends to perform very poorly around midterm elections. Since 1958, the index has fallen by a median of 19% at some point during midterm election years. In other words, history says there is a 50-50 chance the S&P 500 declines at least 19% at some point in 2026. Tariffs and rising oil prices threaten to slow economic growth A study conducted by economics professors Gita Gopinath (Harvard) and Brent Neiman (Chicago Booth) found that U.S. companies and consumers paid 94% of President Trump's tariffs in 2025. A study published by the Federal Reserve Bank of New York arrived at a similar conclusion, as did a study from the Kiel Institute. So what? President Trump has often claimed foreign exporters are paying tariffs. But each dollar in tariff revenue the government siphons away from U.S. companies and consumers is one that could have been spent to support the...

Key Stats for Oracle Stock Pre-market price change for Oracle stock: 9% 9% $ORCL Share Price as of Mar. 10: $149 $149 52-Week High: $345 $345 $ORCL Stock Price Target: $250 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? Oracle (ORCL) stock is up 9% in pre-market after the company reported a strong fiscal third quarter and raised its revenue forecast for 2027. Here’s a quick look at how Oracle did versus what Wall Street expected: Earnings per share : $1.79 adjusted vs. $1.69 expected : $1.79 adjusted vs. $1.69 expected Revenue: $17.19 billion vs. $16.91 billion expected Total revenue grew 22% year over year. Cloud revenue hit $8.9 billion, up 44%. Cloud infrastructure was the standout, growing 84% to $4.9 billion. That’s a step up from 68% growth last quarter. Management also raised its fiscal 2027 revenue target by $1 billion, now guiding for $90 billion. Analysts had expected $86.6 billion, so that’s a meaningful beat on guidance. ORCL Stock Q3 Earnings vs. Estimates in Billion USD (TIKR) On the earnings call, co-founder Larry Ellison was blunt about where Oracle stands in the AI race. “That’s why we think we’re a disruptor,” he said, pointing to Oracle’s push to embed AI agents directly into its software products. See analysts’ growth forecasts and price targets for Oracle stock (It’s free) >>> What the Market Is Telling Us About Oracle Stock Oracle stock has had a rough stretch. It was down about 50% from its September highs before this report, and is still down 23% year-to-date. Investors had real concerns — the company took on heavy debt to fund its AI buildout, and renting out GPU capacity carries thinner margins than selling software. ORCL Stock Valuation Model (TIKR) This earnings report doesn’t erase those concerns, but it does give bulls something to work with. The 84% growth in cloud infrastructure and the $553 billion in remaining performance obligations show that demand ...

智通财经获悉，随着韩国股市创纪录的上涨行情持续发酵，现有股东正掀起一轮股份出售浪潮。摩根大通表示，在韩国推进公司治理改革、企业逐步解除交叉持股并简化股权结构的背景下，这一趋势还将进一步加速。 摩根大通韩国股权资本市场主管Jinsoo Ha指出，本轮股权交易升温主要由公司治理改革引发的股权变动及战略减持推动，而优质境外投资者则构成了坚实的买盘需求。汇编数据显示，今年以来韩国已完成6笔大宗交易，融资总额约13亿美元;而2025年一季度同期仅为2.96亿美元。 “尽管我们持谨慎态度，但仍看好今年大宗交易活跃度持续提升，”Ha表示，“公司治理改革是本轮股市上涨的重要推手，也为股权资本市场活动提供了有力支撑。” 过去一年，受三星电子、SK海力士等芯片龙头带动，韩国股市涨幅翻倍。韩国总统李在明力推公司治理改革，通过提升资本使用效率、破除不透明的股权结构，着力解决所谓“韩国 折价 ”难题，进一步为股市涨势添柴加薪。 即便伊朗局势扰动全球市场，韩国股权交易依旧活跃，部分得益于公司治理改善，尤其是临近股东大会窗口期。上周多笔重大交易均涉及财阀解除交叉持股——这类结构长期被外资诟病压制估值。韩华系统计划出售价值1.7万亿韩元(约12亿美元)的韩华海洋股权，SK集团旗下SK Discovery也同意将可再生能源子公司SK Eternix股份出售给私募巨头KKR。 Ha补充称：“包括大宗交易在内的股权变现，有助于企业及核心股东顺应改革方向。” 今年以来的大额大宗交易还涉及LG CNS、HD现代海洋解决方案、Classys及HPSP等公司，单笔规模均超2亿美元。 与大宗交易形成对比的是，新股发行相对低迷。2025年韩国IPO募资34亿美元，仅略高于前两年。而数字 银行 K Bank在本月市场动荡中上市后，股价跌破发行价，也预示新股需求疲软，或进一步拖累IPO节奏。 Ha表示：“相较于大宗交易，IPO需要更长的筹备周期，因此市场兴趣转化为实际项目储备需要更长时间。”

当地时间11日，两架无人机坠落在了阿联酋迪拜国际机场附近，造成2名加纳籍人员和1名孟加拉国籍人员受轻伤，1名印度籍人员受中度伤。目前，机场空中交通正常运行。（央视新闻）

实朴检测（301228）公告，自2025年12月17日至2026年3月10日，董事长特别助理尹炳奎通过集中竞价增持公司股票24.88万股，占剔除回购专用账户股份后股本0.2106%，耗资970.35万元(不含交易费用)；本次增持计划（883915）金额为不低于800万元且不超过1200万元，现已完成，尹炳奎此前未持股，增持后持股24.88万股，承诺增持完成后六个月内不减持。

International Energy Agency reportedly proposed largest release of oil reserves in its history to bring down crude prices News just in: the G7 group of nations said today that they supported, in principle, the implementation of proactive measures to address oil supply issues and market volatility, including the use of strategic oil reserves. Energy ministers from the group held a virtual meeting with the International Energy Agency on Tuesday to discuss the impact of the Iran war on energy markets and supply. Working alongside the IEA, we are vigilantly monitoring energy market trends and are coordinating within the G7 and with our international partners, IEA member countries, and beyond. Several major questions loom over the oil market’s trajectory. Chief among them is the timing of safe passage for vessels through the Strait of Hormuz, a critical chokepoint for global oil supply. Another concern is the possibility of infrastructure damage... Even if major hostilities subside, the prospect of ongoing low-level Iranian drone attacks on energy infrastructure could prolong market instability into next year. I think it’s very likely that we’ll see gold get to over $6,000 an ounce by the third or fourth quarter this year. 9.45am GMT: Treasury Committee to quiz Rachel Reeves about spring forecast 12.30pm GMT: US inflation for February (previous: 2.4%, forecast: 2.4%) Continue reading...

2026年政府工作报告首次提出“打造智能经济新形态”，标志着我国人工智能发展从技术应用迈向生产关系系统性重构的经济形态塑造新阶段。 （本文作者崔丽丽，上海财经大学数字经济研究院副院长） 2026年《政府工作报告》首次提出“打造智能经济新形态”，标志着我国人工智能发展进入“形态塑造”新阶段。这一部署既是对“人工智能+”行动的深化拓展，更是对数字经济演进规律的深刻把握。 人工智能从“技术应用”到“经济形态”的质变是国家级战略的跃升。报告连续三年部署“人工智能+”，今年更将目标提升至“智能经济新形态”，体现了政策逻辑的跃迁。代表委员多聚焦算力基建与智能体应用，而从经济学视角审视，智能经济的本质并非技术迭代，而是生产关系的系统性重构——人机协同重塑劳动形态，数据要素重构分配机制，跨界融合再造产业边界。 国家战略提升，亟需数据要素市场化配置的突破。周鸿祎委员提出打造智能体开放平台，楼向平代表建议建设数据要素新型试验区，均指向同一核心命题。当前智能经济发展的主要矛盾，已从“算力不足”转向“数据要素焦虑”。中国智能经济要走出区别于美国“算力堆砌”模式的差异化路径，必须在数据应用的定价、确权、入表等制度创新上取得突破。 上海在未来智能经济生态中的定位，要从“应用示范”迈向“制度创新”高地。上海两会提出加快形成“跨域合作、跨界融合”的智能经济新形态。建议在此基础上更进一步：一是建立智能体分级分类治理框架，明确备案、审计、问责机制；二是制定人机协同劳动标准，界定智能体参与生产时的权益分配；三是探索智能体法律人格制度，为智能经济主体参与市场活动提供法理基础。 两会期间，“龙虾”也在中国火了起来。在智能体焦虑的裹挟下，如何保证使用的安全性，智能经济的制度竞争时代已然开启。当智能体逐步演进为“经济主体”，将触发产权、税收、劳动法的系统性变革。中国智能经济的国际竞争，归根结底还是“制度软实力”的竞争。 第一财经一财号独家首发，本文仅代表作者观点。

美国法院裁定，Perplexity AI旗下智能体产品必须停止访问亚马逊（AMZN）网站。亚马逊（AMZN）指控Perplexity的智能体浏览器Comet在未获授权的情况下，以消费（883434）者身份在亚马逊（AMZN）网站购物，构成计算机欺诈。法院支持亚马逊（AMZN）的指控，要求Perplexity停止访问受密码保护的用户账户，并销毁亚马逊（AMZN）数据副本。该裁定为临时禁令，允许Perplexity提出上诉。(财联社)

消费已成为拉动中国经济增长的主引擎，国家通过财政金融协同、供给优化与科技赋能，推动消费信贷与科技创新深度融合，构建稳定、可持续的高质量发展新模式。 （本文作者骆司融，上海财经大学统计与管理学院教授） 在十四届全国人大四次会议举行的新闻发布会上，大会发言人娄勤俭回答中外记者提问时指出：消费是经济增长的主要拉动力。 据国家统计局数据，2025年最终消费支出对GDP增长贡献率达52%。在外部地缘政治剧烈变化环境下，消费已然成为国家经济发展的关键和稳定锚。因此，国家仍将消费作为经济发展的重中之重。 2026年，国家将在消费供给和惠民保障领域不断发力。 在供给面，培育服务消费，打造国际化消费；通过2500亿元财政支出促进消费品升级。在惠民保障方面，国家将促进居民增收，加快清理消费领域不合理限制，加强消费者保护。这些制度的完善不仅解决了民众消费的后顾之忧，拉动了经济增长，而且为国家长期高质量发展打下坚实基础。 消费政策的落地离不开金融支持。消费信贷作为连接消费需求和金融资源的核心纽带，通过解决流动性约束，优化消费结构，以金融杠杆撬动大规模市场需求，成为拉动消费的战略性力量。随着中国经济由出口和投资驱动转向消费驱动，消费信贷在过去十余年获得了长足发展，有效促进了消费增长。 2026年3月5日，2026年政府工作报告提出，设立财政金融协同促内需专项资金，组合运用贷款贴息、融资担保、风险补偿等方式，支持扩大内需。 根据国家政策导向，消费金融产品也将更注重场景嵌入和产品差异化，更多资源将投入养老、托育、医疗等民生服务领域，增强居民消费信心。消费金融企业应紧随国家政策，通过持续技术创新，提升精细化管理能力，积极拓展服务消费业务，实现可持续稳健发展。 值得指出的是，消费和信贷的协同发展，不仅拉动了经济，也有力促进了科技创新。消费者的每一次消费都会生成用户支付、物流等完整消费数据链，数亿消费者的日常消费将产生海量数据，这些数据无疑对相关企业的算力和算法提出了新的挑战。 互联网电商的高并发交易处理、线上贷款的秒级放贷以及实时反欺诈，都反映了后台系统在确保数据完整一致性、系统和算法可靠性及响应速度方面的科技能力，这无疑为人工智能技术的创新发展提供了重要的应用场景。 每次创新带来的速度和精度升级，不仅是服务效率的提升，还将极大提升国家能力。因此，促进消费的经济财政政策应紧密联系国家战略性科技发展，...

文章提及标的 中慧生物-B -- 恒生指数 -- 宝济药业-B -- 蔚来-SW -- 五一视界 -- 健康160 -- 港股收盘，恒生指数跌0.24%，恒生科技（159740）指数跌0.11%。恒指港股通ETF银华（159318）(159318)持平，港股通科技ETF鹏华（159751）(159751)涨0.11%。板块方面，能源（850101）设备与服务、汽车板块涨幅靠前；航空货运与物流、生命科学工具板块跌幅靠前。个股方面，健康160（HK2656）涨28.49%，五一视界（HK6651）涨28.18%，中慧生物-B（HK2627）涨19.0%，宝济药业-B（HK2659）涨14.42%，蔚来-SW（HK9866）涨14.05%；瑞丰动力（HK2025）跌21.25%，量化派（HK2685）跌11.39%，兆威机电（HK2692）跌9.78%，博泰车联（HK2889）跌9.35%，天数智芯（HK9903）跌9.23%。

恒生指數收市報25,898點，跌61點。寧德時代升百分之9，吉利汽車升百分之8.2。

恒生指數收市報25,898點，跌61點。寧德時代升百分之9，吉利汽車升百分之8.2。

NicoElNino/iStock via Getty Images Buying the Dip in the LITE Stock Lumentum Holdings Inc. ( LITE ) spun off from JDS Uniphase in 2015, and as a standalone entity, it designs and produces high-performance optical and photonic products through a vertically integrated business model, with the main business segments (by product type) being Components (66.7% of total revenue) and Systems (the remaining ~33.3% of total revenues). By controlling the fabrication of complex semiconductor materials like Indium Phosphide (InP) and Gallium Arsenide (GaAs), LITE effectively holds ~50% of the AI EML market share, according to Citi analysts, and it's the niche that has been gaining market attention lately because of the ongoing pivot to single-mode InP-based lasers. As a result of this new trend, LITE has managed to go up by 814% on a YoY basis , and the growth in its market cap led to an inclusion in the S&P 500 index in early March 2026 : Seeking Alpha News Despite this phenomenal price action strength, LITE dropped by over 14% on Friday (March 6th) along with most other optics-related and AI-related names. There has been a massive multiple expansion before the dip that made the whole setup shaky - the macro fears spread quickly and pressed LITE's price last week. Plus, I guess that Wall Street has started to question LITE's physical limits on its wafer fabrication capacity in the near future - in the current environment, what are the odds of seeing another strong double-beat from the firm if so much has already been priced in? While the market might be right in the short term - the stock price has clearly gone too far too fast and needed a healthy correction to shake out early profit-takers - I think that no macro news like surging oil or geopolitical conflict can change the bullish fundamental setup for Lumentum. I think that the supply-constraint environment and the superiority of LITE's tech/offerings create a nice opportunity to hit higher margins ahead and hence surprise ...

财联社3月11日讯（编辑 史正丞） 作为圈定AI智能体行为边界的关键之战，美国一家法院本周作出裁定，初创公司Perplexity AI旗下智能体产品必须停止访问电商巨头亚马逊的网站。 作为背景，去年11月亚马逊将Perplexity告上法庭，指控其 智能体浏览器Comet代表消费者在亚马逊电商网站上购物的行为构成计算机欺诈 ，理由是AI公司未向网站披露其代表人类购物的行为，并在亚马逊要求停止该行为时予以拒绝。 Perplexity的逻辑也很简单： 用户自己把账号、密码交给AI，亚马逊没有权利限制AI代表用户在该公司的网站下单 。 负责本案的旧金山联邦法院地方法官Maxine Chesney在裁定中写道：“亚马逊已经提供有力证据表明，Perplexity通过其Comet浏览器在获得亚马逊用户许可， 但未获亚马逊授权的情况下 ，访问了用户受密码保护的账户。” 法官要求 Perplexity停止访问亚马逊系统中“受密码保护的部分”——即用户账号，并销毁亚马逊数据的副本 。 据悉，这项裁定为临时禁令，在双方就“AI智能体访问电商网站是否需要预先获得电商授权”的案件判决前有效。该裁决下达后暂缓一周生效，以允许Perplexity提出上诉。 对于最新进展，亚马逊发言人Lara Hendrickson表示：“这项初步禁令将阻止Perplexity在未经授权的情况下访问亚马逊商店，这是维护亚马逊客户可信购物体验的重要一步。我们期待在法庭上继续推进我们的案件。” Perplexity也在声明中表示：“公司将继续为互联网用户选择任何他们想使用的AI的权利而斗争。” “吃瘪”的还有OpenAI 去年9月曾雄心勃勃进军AI购物赛道的OpenAI，也在上周确认这项尝试没有达到预期效果。公司的一位发言人表示，公司目前的重点是让结账流程在接入ChatGPT的特定应用程序内部完成，而不是允许用户直接通过ChatGPT对话结果中显示的商品列表进行购买。 半年前，OpenAI曾豪言用户很快将能在ChatGPT内买到“数百万家商户”的商品，公司还能从销售额中抽取一定的费用。 OpenAI这一表态改变意味着，消费者不能直接通过ChatGPT购物，而是要跳转到外部应用或网站上付款。 从更广泛的角度来看，当前的电商网站并非为AI设计，而网站和商家是否有意愿将数据交给AI公司，目前看来也是很大的问题。 去年， ...

据报道，伊朗国家媒体周三报道称，伊朗潜在打击目标名单中包括在该地区开展业务的美国大型科技公司的办公地点和资产。 这份名单由与政府有关联的塔斯尼姆通讯社发布，标题为“伊朗的新目标”，其中列出了多家美国科技公司在中东地区的区域办公室，以及云计算、数据和研发中心。 名单相关说明称：“随着地区战争扩大为基础设施战争，伊朗合法打击目标的范围将逐步扩大。” 名单中包括被认为与 谷歌 、 亚马逊 、 微软 、英伟达、 IBM 、 甲骨文 和Palantir相关的办公地点，这些地点位于以色列及周边地区，包括迪拜和阿布扎比。 伊朗革命卫队此前曾对该地区的战略设施发动行动，其中包括位于迪拜的亚马逊数据中心等设施。伊朗国家媒体称，上周伊朗还对巴林的一处亚马逊数据中心发动无人机袭击。此外，伊朗无人机还曾针对阿联酋境内的两处亚马逊设施。 责任编辑：陈钰嘉

反“内卷”取得阶段性成果 3月11日，A股光伏设备板块强势上扬。截至收盘，首航新能20CM涨停，正泰电源、德业股份、国晟科技涨停，艾罗能源、锦浪科技、阳光电源、阿特斯、固德威等多股跟涨。 3月光伏电池片排产环比上升26% 引爆行情的直接导火索，无疑是光伏出口退税政策进入最后的“倒计时”。 根据财政部此前发布的公告，自2026年4月1日起，光伏组件、硅片、电池片等全系列产品9%的增值税出口退税将全面取消。 这意味着3月31日前报关出口仍可享受退税红利，企业和海外客户均在抢抓时间窗口完成出货、锁定利润。 受此驱动，3月以来春节后的传统淡季被赶工潮取代。据上海有色网，3月份，样本内中企全球电池片排产环比上升26%。 随着光伏退税政策取消的窗口临近，厂商恢复生产热情，并根据下游组件订单和银价回调风险综合评估3月复产提产计划。电池片库存持续下降，海外订单和下游贸易商订单是当前的主要需求来源。 具有稳定海外销售渠道的厂商三月份订单表现良好，新增库存较少。 与此同时，政策端持续释放利好。 3月3日，工业和信息化部等六部门发布关于促进光伏组件综合利用的指导意见。提出到2027年，光伏组件绿色生产水平进一步提高，培育一批废旧光伏组件综合利用骨干企业，光伏组件综合利用量累计达到25万吨。 业内人士认为，这将推动废旧组件从“废弃物”向“城市矿产”转变，化解环境风险的同时创造新增长点。 国泰海通证券也指出，此举不仅有助于缓解未来固废压力、保障关键金属资源安全，更将巩固我国光伏产业全球领先地位，为实现“双碳”目标提供可持续支撑。 此外，区域政策不断加码。 昨日，广东省印发《广东省加快培育发展新赛道引领现代化产业体系建设行动规划（2026—2035年）》，文件中明确鼓励“太空光伏”等新兴领域探索。 产业整合信号同样提振信心 。昨日，通威股份披露重组预案，拟通过发行股份及支付现金方式收购青海丽豪清能100%股权。 通威表示，这是在政策引导与行业自律并行背景下的市场化交易，有助于减少市场主体、增强产能调控灵活性，巩固公司在高纯晶硅环节的竞争力。 反“内卷”取得阶段性成果 可喜的是，在政策引导与行业自律的共同作用下，光伏行业非理性竞争态势已得到初步遏制。多部委联合建立的反内卷工作机制，正从产业链价格端释放积极信号。 国家统计局最新数据显示，随着重点行业产能治理与“内卷式”竞争综合整治的持续显效， 2...