Nvidia (NASDAQ: NVDA) stock has skyrocketed over the past few years, advancing an eye-popping 800% over three years, thanks to the company's role in the artificial intelligence (AI) boom. As the world's top AI chip designer, it's generated record revenue -- surpassing $130 billion in the latest fiscal year -- and investors have piled into this exciting growth story. Now, though, as Nvidia's quarterly revenue has transitioned to double-digit growth from triple-digit, investors have been wondering if the stock will keep up its momentum. On top of that, the company faces one key challenge at the moment: U.S. controls on chip exports to China, a significant market for Nvidia. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Still, the global AI market has bright days ahead, with analysts forecasting a compound annual growth rate in the double-digits to reach more than $2 trillion over the next several years. Nvidia, as the chip leader, is perfectly positioned to benefit in this environment. Does that make Nvidia your ticket to becoming a millionaire? Let's find out. Nvidia's exciting growth story First, let's take a glance into the past and catch up on the fast-paced Nvidia story so far. This company, founded more than 30 years ago by current chief Jensen Huang, in its early days served the gaming market with its graphics processing units (GPUs). These powerful chips, with the ability to simultaneously process many tasks, soon emerged as a great tool for other industries. And in recent years, they showed their strengths in AI -- and became the key to developing powerful large language models in a highly efficient manner. All of this has translated into revenue growth for the company and a high level of profitability on sales, with gross margin exceeding 70% quarter after quarter. As mentioned, what's disturbed this high-growth story in recent times has been concerns about Nvidia's fu...

美国芝加哥大学教授罗伯特•佩普3月6日在接受美国哥伦比亚广播公司采访时表示，美国仅靠空袭不可能导致伊朗政权更迭，这场战争已无法在短期内结束。罗伯特•佩普表示，美国和以色列最初的空袭并未取得他们想要的所谓“迅速和决定性的胜利”，反而激发了伊朗人的爱国热情，这只会让伊朗新领导人更加强硬地回击美以。罗伯特•佩普还批评美国政府并没有一个真正的战略来应对可能的长期冲突，只是一味地表现出更加强硬的态度，而这无助于结束战争。(CCTV国际时讯)

Mitsubishi UFJ Asset Management UK Ltd. boosted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 70.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,000 shares of the iPhone maker's stock after purchasing an additional 14,000 shares during the quarter. Apple comprises 4.2% of Mitsubishi UFJ Asset Management UK Ltd.'s investment portfolio, making the stock its 5th largest holding. Mitsubishi UFJ Asset Management UK Ltd.'s holdings in Apple were worth $8,657,000 as of its most recent SEC filing. A number of other large investors have also recently bought and sold shares of AAPL. Isthmus Partners LLC raised its holdings in shares of Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after buying an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC boosted its stake in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its holdings in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after buying an additional 200 shares during the last quarter. Finally, LSV Asset Management acquired a new position in Apple in the 4th quarter valued at about $65,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Key Apple News Here are the key news stories impacting Apple this week: Appl...

Princeton Capital Management LLC lessened its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 384,273 shares of the computer hardware maker's stock after selling 29,128 shares during the period. NVIDIA comprises about 19.2% of Princeton Capital Management LLC's portfolio, making the stock its largest holding. Princeton Capital Management LLC's holdings in NVIDIA were worth $71,698,000 as of its most recent filing with the SEC. Other large investors have also modified their holdings of the company. EDENTREE ASSET MANAGEMENT Ltd grew its holdings in shares of NVIDIA by 1,355.9% in the 3rd quarter. EDENTREE ASSET MANAGEMENT Ltd now owns 4,950 shares of the computer hardware maker's stock worth $924,000 after acquiring an additional 4,610 shares during the last quarter. Advyzon Investment Management LLC raised its position in shares of NVIDIA by 9.5% during the third quarter. Advyzon Investment Management LLC now owns 54,146 shares of the computer hardware maker's stock worth $10,103,000 after purchasing an additional 4,691 shares during the period. White Pine Capital LLC lifted its holdings in shares of NVIDIA by 0.4% during the third quarter. White Pine Capital LLC now owns 21,233 shares of the computer hardware maker's stock valued at $3,962,000 after purchasing an additional 80 shares during the last quarter. Siligmueller & Norvid Wealth Advisors LLC purchased a new stake in shares of NVIDIA during the third quarter valued at $2,134,000. Finally, Stevens Capital Management LP acquired a new position in shares of NVIDIA in the 3rd quarter valued at $56,470,000. 65.27% of the stock is owned by institutional investors. Get NVIDIA alerts: Sign Up Insider Activity at NVIDIA In related news, CFO Colette Kress sold 27,640 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of...

Greenwoods Asset Management Hong Kong Ltd. acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 213,104 shares of the iPhone maker's stock, valued at approximately $54,263,000. Apple comprises about 1.2% of Greenwoods Asset Management Hong Kong Ltd.'s investment portfolio, making the stock its 19th biggest position. A number of other institutional investors also recently bought and sold shares of AAPL. Sellwood Investment Partners LLC raised its stake in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its stake in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC increased its holdings in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after acquiring an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in Apple during the 4th quarter valued at about $65,000. Finally, Morgan Dempsey Capital Management LLC raised its position in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after acquiring an additional 125 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Apple Stock Down 1.1% Shares of NASDAQ AAPL opened at $257.46 on Monday. The firm's 50 day moving average price is $263.56 and its 200 day moving average price is $260.70. The company has ...

3月2日，上海市长宁区人民法院出具民事调解书，正式终结了香溢融通（600830.SH）控股子公司上海香溢典当有限公司（以下简称“上海香溢典当”）与福星集团控股有限公司（以下简称“福星集团”）之间的典当业务纠纷。这笔始于2024年底的5000万元股票质押典当借款，历经逾期违约、诉讼追偿，最终以分期回款的调解方式尘埃落定。 剩余借款终分6期偿还 此次典当诉讼纠纷的根源，是2024年12月30日上海香溢典当与福星集团签订的一份股票质押借款合同。 根据双方签订的合同约定，福星集团以其持有的5848万股福星股份无限售流通股作为当物，向上海香溢典当申请了5000万元的典当借款，借款期限为6个月，自2025年1月3日起至2025年7月2日止，约定到期一次性归还本金，按月支付借款费用。 借款初期，福星集团的履约情况相对正常，按照合同约定按月支付借款费用，并且累计归还本金及相关费用共计1340万元。截至2025年7月2日借款到期时，福星集团尚欠上海香溢典当本金3660万元。然而，到期后福星集团未能如约足额偿还剩余本金，按照典当业务规则，其质押的5848万股福星股份股票随即成为“绝当物”，上海香溢典当依法享有对该批股票的优先受偿权。 此后，上海香溢典当多次向福星集团进行催收，但对方仅在2025年7月至12月期间陆续归还本金及违约金合计1078.21万元，截至2025年12月25日，仍拖欠本金3100万元及违约金205.90万元。在反复沟通、发送律师函等催收手段均无果的情况下，上海香溢典当于2026年1月正式向上海市长宁区人民法院提起诉讼，请求法院判令福星集团偿还剩余本金、违约金及律师费，湖北省汉川市钢丝绳厂承担连带清偿责任，并申请对质押股票进行财产保全、行使优先受偿权。 诉讼过程中，双方就债务清偿事宜进行了多次协商，最终达成调解共识。根据2026年3月2日法院出具的调解书，截至调解当日，福星集团又偿还了294.76万元，双方确认剩余欠款包括本金2850万元、截至2026年2月13日的违约金262.97万元、后续按年利率24%计算的违约金以及律师费10万元。同时，双方约定了分6期的还款计划。 调解书还明确约定，若福星集团任一期未按时足额还款，全部债务将提前到期，上海香溢典当可直接申请强制执行，并处置质押的股票以实现债权。至此，这场持续数月的典当诉讼纠纷，以调解方式画上了阶段性句号。 福星...

Heartland Bank & Trust Co lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 50.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,130 shares of the e-commerce giant's stock after purchasing an additional 13,756 shares during the period. Amazon.com comprises 3.7% of Heartland Bank & Trust Co's holdings, making the stock its 5th biggest holding. Heartland Bank & Trust Co's holdings in Amazon.com were worth $9,031,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also made changes to their positions in the company. Fairway Wealth LLC grew its position in Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after buying an additional 60 shares during the last quarter. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com during the 3rd quarter valued at $27,000. Bridge Generations Wealth Management LLC lifted its position in shares of Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after acquiring an additional 233 shares during the last quarter. Cooksen Wealth LLC boosted its stake in shares of Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after acquiring an additional 47 shares in the last quarter. Finally, PayPay Securities Corp boosted its stake in shares of Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock worth $55,000 after acquiring an additional 96 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors. Get Amazon.com alerts: Sign Up Amazon.com Trading Down 2.6% Shares of NASDAQ:AMZN opened at $213.31 on Monday. The firm has a fifty d...

Notis McConarty Edward decreased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 6.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 77,168 shares of the computer hardware maker's stock after selling 5,629 shares during the quarter. NVIDIA makes up 6.7% of Notis McConarty Edward's holdings, making the stock its biggest position. Notis McConarty Edward's holdings in NVIDIA were worth $14,398,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bridgewater Advisors Inc. boosted its holdings in shares of NVIDIA by 3.3% during the third quarter. Bridgewater Advisors Inc. now owns 146,640 shares of the computer hardware maker's stock worth $27,580,000 after acquiring an additional 4,628 shares during the period. China Universal Asset Management Co. Ltd. increased its stake in shares of NVIDIA by 9.4% during the third quarter. China Universal Asset Management Co. Ltd. now owns 462,213 shares of the computer hardware maker's stock worth $86,244,000 after purchasing an additional 39,539 shares during the period. ODonnell Financial Services LLC increased its stake in shares of NVIDIA by 81.4% during the third quarter. ODonnell Financial Services LLC now owns 3,852 shares of the computer hardware maker's stock worth $719,000 after purchasing an additional 1,728 shares during the period. WT Asset Management Ltd lifted its holdings in NVIDIA by 37.8% during the 3rd quarter. WT Asset Management Ltd now owns 1,793,122 shares of the computer hardware maker's stock worth $334,561,000 after purchasing an additional 492,172 shares during the last quarter. Finally, Frisch Financial Group Inc. boosted its stake in NVIDIA by 3.8% in the 3rd quarter. Frisch Financial Group Inc. now owns 32,500 shares of the computer hardware maker's stock valued at $6,064,000 after purchasing an ...

Hillsdale Investment Management Inc. lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 17.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 105,287 shares of the e-commerce giant's stock after buying an additional 15,330 shares during the period. Amazon.com makes up about 0.7% of Hillsdale Investment Management Inc.'s holdings, making the stock its 29th biggest holding. Hillsdale Investment Management Inc.'s holdings in Amazon.com were worth $23,118,000 at the end of the most recent reporting period. Other large investors have also made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant's stock worth $186,420,422,000 after purchasing an additional 17,447,045 shares during the period. State Street Corp grew its holdings in shares of Amazon.com by 1.4% during the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant's stock worth $82,073,203,000 after purchasing an additional 5,163,208 shares during the period. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares during the period. Norges Bank purchased a new stake in Amazon.com during the second quarter worth approximately $27,438,011,000. Finally, Northern Trust Corp increased its position in shares of Amazon.com by 0.3% in the first quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock worth $18,527,354,000 after acquiring an additional 302,858 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors. Get Amazon.com alerts: Sign U...

Manuka Financial LLC decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 40.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 74,303 shares of the computer hardware maker's stock after selling 51,338 shares during the quarter. NVIDIA makes up approximately 8.6% of Manuka Financial LLC's portfolio, making the stock its 3rd largest position. Manuka Financial LLC's holdings in NVIDIA were worth $13,863,000 at the end of the most recent reporting period. A number of other large investors also recently made changes to their positions in the company. State Street Corp increased its stake in NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock valued at $154,556,803,000 after buying an additional 9,554,857 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of NVIDIA by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after buying an additional 8,521,936 shares during the last quarter. Norges Bank purchased a new position in shares of NVIDIA in the 2nd quarter worth approximately $51,386,863,000. Legal & General Group Plc grew its holdings in shares of NVIDIA by 1.5% in the second quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker's stock valued at $28,215,983,000 after acquiring an additional 2,623,678 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in shares of NVIDIA by 2.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 155,668,775 shares of the computer hardware maker's stock valued at $24,594,110,000 after acquiring an additional 4,209,423 shares in the last quarter. 65.27% of the stock is owned by institutional investors....

Hillsdale Investment Management Inc. reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 6.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 140,024 shares of the iPhone maker's stock after selling 9,265 shares during the quarter. Apple comprises about 1.1% of Hillsdale Investment Management Inc.'s portfolio, making the stock its 20th largest holding. Hillsdale Investment Management Inc.'s holdings in Apple were worth $35,654,000 as of its most recent filing with the Securities & Exchange Commission. A number of other institutional investors also recently bought and sold shares of the stock. Sellwood Investment Partners LLC raised its holdings in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after buying an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its holdings in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in shares of Apple in the 4th quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after acquiring an additional 125 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds. Get Apple alerts: Sign Up Apple Price Performance Shares of Appl...

Joe Raedle/Getty Images News Elon Musk's social media platform X ​is probing alleged racist and offensive posts by xAI's ( X.AI ) ‌chatbot Grok, Sky News reported. X and ​its safety teams are urgently investigating Grok's role in generating racist, hate-filled posts in response to user prompts, Sky News reporter Rob ​Harris said in a video. Harris added that X told the British sports media channel that it has been looking into it and has been "removing some of the most offensive pieces of content." "These posts are sickening and irresponsible. They go against British values and decency," said a spokesperson for the U.K.'s Department for Science, Innovation & Technology in an emailed statement to Seeking Alpha. "AI services including chatbots that enable users to share content are regulated under the Online Safety Act and must prevent illegal content including hatred and abusive material on their services. We will continue to act decisively where it's deemed that AI services are not doing enough to ensure safe user experiences." xAI did not immediately respond to a request for comment from Seeking Alpha. Last year, xAI acquired the social media platform X, and last month Musk's space company SpaceX ( SPACE ) announced it was acquiring xAI ( X.AI ). xAI's chatbot Grok and X have recently come under scrutiny after the alleged generation of deepfake images by the AI service. In January, xAI said it implemented technological measures to prevent Grok from editing images of real people in revealing clothing, and the restriction will apply to all users, including paid subscribers. More on xAI and SpaceX SpaceX-xAI Deal: Building America's New Icon SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab RONB: With The SpaceX-xAI Merger, Musk Aims For The Stars But May Land In The Sun Elon Musk says he paid full price for Twitter due to ‘biased’ Delaware judge xAI to buy back $3B in high-yield debt early ahead of SpaceX IPO: report

格隆汇3月9日｜据网络追踪平台NetBlocks数据，伊朗几乎全面断网的状态已持续第十天，连接水平仅为正常水平的1%。

阿联酋与沙特阿拉伯一直是人工智能领域的重要投资方，也是数据中心的主要选址地。 伊朗战争危及海湾地区 3000 亿美元人工智能投资 2026 年 3 月 1 日，据报道伊朗发动袭击后，阿布扎比扎耶德港升起浓烟。 伊朗战事正让海湾国家在数据中心、芯片及其他人工智能领域投入超 3000 亿美元的计划变得复杂，也挤压了对电力需求巨大的科技公司的潜在资金来源。 阿联酋、沙特等国已成为数据中心的热门选址地。当地企业正与 xAI、OpenAI、 微软 、 亚马逊 、 甲骨文 、 谷歌 等美国公司共同推进项目，这些企业被该地区低廉的能源成本所吸引。 该地区三座亚马逊数据中心遭无人机袭击，瞬间让这些项目的风险陡增。若战事长期化，还可能减少布鲁克菲尔德等企业对该地区的海外投资 —— 布鲁克菲尔德正与多个海湾国家合作推进人工智能投资项目。 OpenAI 与 xAI 已从海湾国家融资，并计划在当地建设数据中心，这使其比竞争对手 Anthropic 更易受冲突风险影响；Anthropic 虽也在海湾地区融资，但一直不愿在当地建设大规模算力设施。 覆盖该地区的分析师表示，鉴于人工智能投资的经济与战略重要性，海湾国家不会仓促将资源从人工智能领域转移。但如果冲突持续时间过长，它们可能别无选择。 科技研究公司 IDC 分析师斯蒂芬・明顿称：“若冲突持续数月甚至更久，部分投资无疑会出现破坏性暂停。” 明顿同时表示，预计海湾地区的相关投资短期内仍将继续。 除科技巨头自身外，海湾国家是人工智能领域最大的投资方之一。科威特、卡塔尔、沙特阿拉伯与阿联酋的投资计划涵盖数据中心用地与电力供应、打造本土方言强大人工智能模型等方方面面。其中最昂贵的投入是英伟达 GPU，由于美国政府的国家安全考量，这些国家为进口该芯片费尽周折。 沙特王储穆罕默德・本・萨勒曼近期表示，该国计划短期内投入 500 亿美元发展半导体产业；按当前市场价格计算，阿联酋到明年可能花费超 300 亿美元采购其配额内的英伟达芯片。若地区领导人无法持续为数据中心提供资金与安全保障，这些芯片将无法投入使用。 据亚马逊周二最新服务更新，海湾地区三座亚马逊数据中心遇袭，导致该公司多项亚马逊云科技（AWS）服务在当地中断。 其中两座设施位于阿联酋，该国正推进地区最大项目：占地 10 平方英里、能耗高达 5 吉瓦的数据中心园区。作为 “星门” 项目的一部分，Op...

(RTTNews) - European stocks fell sharply to hit a two-month low on Monday as investors braced for a prolonged conflict in the Middle East that could send energy costs even higher, risking inflation and regional economic growth. Brent crude futures last traded up 15 percent at $107 a barrel after surging to a nearly four-year high above $119 a barrel earlier. Tensions in the Gulf escalated following reports of explosions at Al Udeid Air Base, the largest United States military installation in the Middle East. Bahrain's state oil company has declared force majeure on its shipments after Iranian strikes in the region set the largest oil facility on fire. Investors were also reacting to weak economic data from Germany. German industrial production posted an unexpected monthly fall of 0.5 percent in January, following a 1.0 percent decrease in December, Destatis reported. Output was expected to climb 1.0 percent. At the same time, factory orders plunged 11.1 percent in January, reversing last month's 6.4 percent growth. Economists had forecast a moderate decline of 4.2 percent. The pan-European Stoxx 600 was down 2.1 percent at 586.25 after closing 1 percent lower on Friday. The German DAX tumbled 2.4 percent, France's CAC 40 shed 2.5 percent and the U.K.'s FTSE 100 was down 1.5 percent. Banks led losses, with Commerzbank, Deutsche Bank, BNP Paribas and Barclays falling 3-5 percent. Airline stocks were coming under selling pressure, with Lufthansa and Air France KLM losing around 5 percent each. GSK fell 1.1 percent in London after announcing a licensing agreement with Italian pharmaceutical company Alfasigma S.p.A. Education company Pearson edged up slightly after announcing updates to its £350 million share buyback program. Shipping services firm Clarkson added nearly 2 percent despite reporting a fall in profits for 2025 amid "extraordinary geopolitical and economic complexity". Global technology major ABB slumped 4.6 percent after an announcement that it will invest ...

格隆汇3月9日｜马来西亚KLCI指数收盘下跌2.6%，至1,674.17点。

2026年第一季度，沐曦股份预计营收范围为4亿至6亿元，相较于上一年同期增长24.84%至87.26%。过去成倍速度的增长态势已结束，将进入一个相对稳健的发展阶段，且盈利仍然在短期内难以实现。该季度预计亏损为9075万至1.8亿元，但亏损有所收窄21%至60.97%。 图片来自沐曦公众号 营收增速呈放缓态势 沐曦股份是一家成立于2020年的GPU芯片厂商，致力于自主研发全栈高性能GPU芯片及计算平台，其发展速度犹如火箭般蹿升。2023年的营收只有5302万元，到2025年营收16.44亿元。短短两年时间，营收规模扩大了31倍之多。 如此惊人的速度增长，背后在于大模型时代对算力芯片需求旺盛。尤为核心的是外部环境一直在封堵国内购买英伟达的高性能芯片，导致国产替代进程加速。使得包括寒武纪、摩尔线程、沐曦股份、壁仞科技、燧原科技等在内的众多芯片创新企业，凭借技术突破与国产替代红利，他们收获了AI算力芯片红利，使得业绩得到实质性突破。 整体而言，英伟达缺失中国市场，为国产AI芯片创造了巨大的市场空间。遗憾的是，通过沐曦股份的2026年第一季度的业绩预告来看，其增速已出现显著回落，不再以成倍的速度增长，预示高增长时代已成为过去。 当然，AI大模型对算力芯片仍然表现强劲。AI大模型的持续迭代，尤其AI养龙虾点燃了全球AI圈，一个基于大模型构建的AI智能体随即点燃了全球AI圈，推动Agentic AI（代理式人工智能）快速发展，并掀起一股安装热潮。 一夜之间，AI养龙虾席卷全球。同时，预示着从基础设施到大模型再到应用，让各界更加低成本部署AI应用。 值得注意的是，AI芯片作为基础设施的底层，为训练大模型提供高效的算力服务。受到加速计算和人工智能推动，对AI芯片呈现出爆发式增长态势，全球半导体市场将迈入万亿美元规模，为芯片企业注入了强劲的动力。 这当中，以英伟达表现尤为突出，主要在于训练模型，依赖于英伟达的高性能芯片，巨头们纷纷加大资本支出，数以百亿美元抢购其高性能芯片，以确保自身在人工智能时代的竞争力。由此，英伟达控制了全球人工智能数据中心市场，呈现一家独大的格局。 GPU高光背后已回落四成，市值减少1500亿 寒武纪、摩尔线程、沐曦股份等本土AI算力芯片企业，与英伟达相比，还是存在一定竞争劣势。尽管他们在产品研发上积极对标英伟达，起初在资本层面也得得到认可，市值由此水涨船高。 其...

格隆汇3月9日｜景顺长城基金管理有限公司公告，公司旗下景顺长城纳斯达克科技市值加权交易型开放式指数证券投资基金（QDII）（场内简称：纳指科技ETF景顺，交易代码：159509）二级市场交易价格明显高于基金份额参考净值，出现较大幅度溢价。为保护投资者利益，本基金将于2026年3月10日开市起至当日10:30停牌，自2026年3月10日10:30复牌，停牌期间本基金申购赎回业务照常办理。

The market for subscription billing management in North America is growing as a result of the extensive use of recurring revenue models in sectors like media, e-commerce, telecommunications, and software as a service. Companies look for effective cloud-based solutions that can handle various pricing structures, manage subscription lifecycles, and automate recurring payments. These technologies give companies the ability to manage analytics, customizable plans, client attrition, and intricate billing cycles. Effective billing administration is essential as businesses in the media, e-commerce, retail, and SaaS sectors embrace subscription models in order to maintain accuracy, lower manual error rates, enhance customer satisfaction, and limit operating expenses. Agility and scalability are further improved by the move to cloud deployment and integration with CRM/ERP systems. Systems, software, and services that assist companies in managing recurring revenue streams from subscription-based models are referred to as subscription billing management. Invoicing, payment collections, renewals, usage-based billing, price adjustments, and revenue recognition are all automated. The need for automated billing systems that improve customer retention, operational efficiency, and predictable recurring revenue streams, as well as the growing adoption of subscription-based business models and cloud deployment, are driving the North American subscription billing management market. The North America Subscription Billing Management Market is expected to reach US$ 8.69 billion by 2033 from US$ 2.96 billion in 2025, with a CAGR of 14.43% from 2025 to 2033. The North America Subscription Billing Management Market is projected to surge from USD 2.96 billion in 2025 to USD 8.69 billion by 2033, growing at a 14.43% CAGR. This growth is fueled by rising demand for automated billing systems that enhance customer retention and operational efficiency. The shift towards subscription-based business...

格隆汇3月9日｜花旗发表报告指，阿里巴巴将于本月19日公布2026财年第三季业绩，相信将与该行早于1月时发布的预测大致符合，即预测客户管理收入按年增长2.7%，云端收入预测增长35%，经调整EBITA及电商业务经调整EBITA分别为277亿元及374亿元。该行预期电话会议的主要焦点集中于七个方面，包括现有为期三年的3800亿元资本开支预算有否任何更新；云业务收入增长能否维持35%或以上的增速；Qwen团队最新变动及对未来模型开发及变现的影响；近期Qwen智能体在春节推广期间的交易反馈及未来演变；闪购业务的竞争格局；1月消费趋势与业绩展望；中东冲突对国际业务的潜在影响。花旗维持对阿里巴巴的“买入”评级，目标价为195港元。

格隆汇3月9日｜工银瑞信基金管理有限公司公告，公司旗下工银瑞信国证2000交易型开放式指数证券投资基金（基金简称：国证2000ETF工银，交易代码：159543）二级市场交易价格明显高于基金份额参考净值，岀现较大幅度溢价。为维护投资者利益，本基金将于2026年3月10日开市起至当日10:30停牌。

格隆汇3月9日｜国家发改委表示，中石油、中石化、中海油三大公司及其他原油加工企业要组织好成品油生产和调运，确保市场稳定供应，严格执行国家价格政策。各地相关部门要加大市场监督检查力度，严厉查处不执行国家价格政策的行为，维护正常市场秩序。消费者可通过12315平台举报价格违法行为。

“电动化”上半场的收官之战。 比亚迪几乎每年都会举办一场技术发布会，但上一次发布刀片电池已经是6年前了。 这6年间，比亚迪乘着中国新能源车发展的东风，销量从2020年的42.69万辆，提升到2025年的460.24万辆，翻了近10倍。海外销量首次突破100万辆，跻身全球十大车企。 近日，比亚迪董事长王传福正式发布了第二代刀片电池。他表示，第二代刀片电池“创下全球量产电池最快的充电速度”，且为了匹配其充电速度，比亚迪将闪充技术同步升级，刷新全球量产最大功率充电桩。 但6年时间，时移世易。 中国新能源汽车不再是初生期，已经进入市场导向的成熟期，行业开启存量竞争赛，比亚迪的销量增速也出现放缓，股价波动起伏。数据显示，刚刚过去的2025年，比亚迪销量增速仅为7.7%，而此前两年的增速分别为61.9%和41.3%。而今年1~2月，销量更是同比下滑超30%。 自称信奉“技术为王”的比亚迪能否凭借新技术，在激烈的竞争中突出重围，迎来业绩新增长点？这是比亚迪的课题，也是行业迈向下一个阶段的课题。 第二代刀片电池有何变化 相较第一代刀片电池，第二代刀片电池能量密度提升超5％。据王传福介绍，第二代刀片电池电量从10%到70%的充电时间为5分钟，从10%到97%的充电时间为9分钟；在零下30摄氏度的极寒环境下，电量从20%到97%的充电时间为12分钟。作为对比，第一代刀片电池电量从10%到80%的充电时间约30分钟。 同步迭代的闪充技术中，闪充桩的单枪峰值充电功率从第一代的1000kw提升到1500kw。根据比亚迪“闪充中国”战略，该公司计划建成20000座闪充站。其中，与全国充电网络运营商协同合作，以“闪充站中站”模式建设18000座，同时建设2000座“闪充高速站”，覆盖近三分之一的高速公路服务区。 第一财经记者了解到，新建单个闪充桩的投入成本约60万元，后续还有维护成本等，资金投入量较大。为了控制目标成本，比亚迪选择与运营商协同合作的轻资产运营模式。但根据业内测算，全年建设20000座闪充站也需耗费超过50亿元。 另一方面，记者从多家机构分析师处获悉，目前动力电池所需的贵金属原材料价格不断上涨，若按照电池容量75kwh计算，第二代刀片电池的成本需要增加超过1500元/个。 换言之，两项电动化技术的迭代面临不小的成本及单车利润的挑战。而这也关系着比亚迪在资本市场的股价起伏。从数据来看...

Heartland Bank & Trust Co lessened its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 70,880 shares of the computer hardware maker's stock after selling 3,041 shares during the period. NVIDIA makes up approximately 5.5% of Heartland Bank & Trust Co's portfolio, making the stock its 4th largest position. Heartland Bank & Trust Co's holdings in NVIDIA were worth $13,225,000 as of its most recent SEC filing. Several other institutional investors have also modified their holdings of the business. Center for Financial Planning Inc. raised its holdings in NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock valued at $1,332,000 after acquiring an additional 367 shares in the last quarter. Atria Investments Inc grew its holdings in NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock worth $148,859,000 after acquiring an additional 29,479 shares in the last quarter. Svenska Handelsbanken AB publ purchased a new stake in shares of NVIDIA in the 3rd quarter valued at approximately $37,316,000. Oak Ridge Investments LLC increased its position in shares of NVIDIA by 2.2% in the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock valued at $181,143,000 after purchasing an additional 20,559 shares during the last quarter. Finally, Whalen Wealth Management Inc. raised its holdings in shares of NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock valued at $6,808,000 after purchasing an additional 6,162 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Insider Transactions at NVIDIA In other new...

Lion Street Advisors LLC lowered its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 86.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,452 shares of the computer hardware maker's stock after selling 21,639 shares during the quarter. Lion Street Advisors LLC's holdings in NVIDIA were worth $644,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Center for Financial Planning Inc. raised its holdings in NVIDIA by 4.6% during the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock valued at $1,332,000 after acquiring an additional 367 shares during the period. Atria Investments Inc boosted its stake in shares of NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock worth $148,859,000 after acquiring an additional 29,479 shares during the period. Svenska Handelsbanken AB publ bought a new position in shares of NVIDIA in the third quarter worth about $37,316,000. Oak Ridge Investments LLC grew its position in shares of NVIDIA by 2.2% during the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock worth $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. grew its position in shares of NVIDIA by 20.3% during the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock worth $6,808,000 after purchasing an additional 6,162 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Analyst Ratings Changes Several equities research analysts have recently issued reports on NVDA shares. DZ Bank reiterat...

Eight months ago, MP Materials (MP 0.43%) made a giant leap. For years -- decades -- MP Materials and its predecessor companies have worked to bring back rare-earth mining to the continental United States and free the U.S. from dependence on importing rare-earth materials essential to 21st-century technologies such as electric cars, wind turbines, and advanced defense technologies. Success, however, has been hit or miss. The problem with MP Materials is simple. According to recent research from The Motley Fool, "China accounts for roughly 70% of rare-earth extraction and 90% of rare-earth processing, giving it firm control over the rare-earth supply chain." China uses this control to sometimes strangle rare-earth supplies (to punish countries it's displeased with). Other times, China opens the floodgates, drowning the world in rare-earth exports and driving prices down -- so companies like MP cannot earn a profit and must eventually file for bankruptcy (as MP's predecessor company Molycorp did). This stifles international investment in rare-earth metals and preserves China's near-monopoly over the metals. We're from the government, and we're here to help Enter the U.S. government, in the form of the Trump Administration. In July 2025, the Trump Administration Department of Defense announced that, in order "to accelerate American supply chain independence," it would: Invest $400 million in MP Materials preferred convertible stock. Sign a 10-year supply agreement promising to buy MP's Neodymium-Praseodymium (NdPr) rare-earth oxide production for no less than $110 per kilogram. Loan MP $150 million to use for expanding heavy rare-earth separation capabilities and begin construction of a "10X" rare-earth magnet facility, enabling MP to manufacture 10,000 metric tons of magnets annually. And buy any magnets that 10X produces, for which MP cannot find commercial buyers. And now MP is ready to begin. Shovel-ready Last week, MP announced it has chosen to build 10X at a 120-...

Key Points Less than a year ago, the U.S. government promised MP Materials a loan and an investment if it would build a new rare-earth magnet factory. Less than a year later, MP Materials is ready to begin. MP's new factory in Texas will cover a significant fraction of America's rare-earth metals demand. 10 stocks we like better than MP Materials › Eight months ago, MP Materials (NYSE: MP) made a giant leap. For years -- decades -- MP Materials and its predecessor companies have worked to bring back rare-earth mining to the continental United States and free the U.S. from dependence on importing rare-earth materials essential to 21st-century technologies such as electric cars, wind turbines, and advanced defense technologies. Success, however, has been hit or miss. 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 » The problem with MP Materials is simple. According to recent research from The Motley Fool, "China accounts for roughly 70% of rare-earth extraction and 90% of rare-earth processing, giving it firm control over the rare-earth supply chain." China uses this control to sometimes strangle rare-earth supplies (to punish countries it's displeased with). Other times, China opens the floodgates, drowning the world in rare-earth exports and driving prices down -- so companies like MP cannot earn a profit and must eventually file for bankruptcy (as MP's predecessor company Molycorp did). This stifles international investment in rare-earth metals and preserves China's near-monopoly over the metals. We're from the government, and we're here to help Enter the U.S. government, in the form of the Trump Administration. In July 2025, the Trump Administration Department of Defense announced that, in order "to accelerate American supply chain independence," it would: Invest $400 million in MP Materials pref...

格隆汇3月9日｜小鹏汽车港股今日收涨5.6%，带动小鹏汽车(XPEV.US)美股盘前涨2.5%。消息上，3月6日，小鹏汽车在广州举行发布会，宣布小鹏G6超级增程版正式上市。新车定位为六项全能AI增程SUV，此次上市的小鹏G6超级增程1704 Max版官方指导价为18.68万元。据介绍，小鹏G6系列自上市以来已累计获得全球超过18万名车主认可，2025年在中国品牌18万至20万元级中型纯电SUV市场销量排名第一。在海外市场，该车型在欧洲五国新势力品牌中销量居首。