Key Points Micron's stock has seen a surge in interest recently. Nvidia is still the company to beat in the AI realm. 10 stocks we like better than Micron Technology › Nvidia(NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology(NASDAQ: MU). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. 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 » Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only pricing...

格隆汇3月9日｜据工信部消息，2026年2月14日，我国主导研制的基于以太网的WiTSnet工业通信系列国际标准在国际电工委员会工业网络分委会（IEC/SC65C）成功立项，编号为IEC 61158 Type29与IEC 61784 CPF23。该系列标准由全国工业过程测量控制和自动化标准化技术委员会（SAC/TC124）组织国内优势科研机构、骨干企业联合研制，是全球首个采用混合拓扑链路冗余技术，实现高精度时间同步、自主组网功能的工业通信协议系列标准，为全球制造业数智化转型贡献了中国方案。

从国内脑机接口投融资轮次来看，当前行业融资整体仍处于早期阶段，主要集中在C轮以前，其中天使轮事件数量最多，这表明资金仍在押注技术路线与核心团队。 在上海某大型三甲医院的复诊室里，39岁的安达（化名）抬手握住了桌上的水杯，指尖的力度稳稳当当，这个简单的动作，在一年前对他而言还是奢望。 因车祸导致颈椎错位瘫痪四年，他的双手曾失去所有抓握能力。直至2024年11月，作为上海首例脑机接口植入患者，一枚如硬币大小的脑机接口产品在他颅骨外完成植入，成为连接大脑与肢体的“神经桥梁”。术后第九天，他的右手首次自主抓握木球；术后一年，他能举哑铃、倒水喝水，甚至能握着笔写下简单的字迹。“这一切都令人惊喜，给了我重生的希望。”安达感慨道。 脑机接口在临床上的突破，让敏锐的资本市场已然闻风而动。 数据显示， 2025年脑机接口领域共发生融资事件24起，创下近年新高，融资总额超过50亿元 ，融资热度整体延续了上行趋势。 “总体来看，资本对脑机接口赛道仍保持较高配置力度。从投融资轮次来看， 当前行业融资整体仍处于早期阶段，主要集中在C轮以前，其中天使轮事件数量最多。这表明资金仍在押注技术路线与核心团队 ，而非追逐成熟的商业化现金流。” CIC灼识咨询副总监文清林对《科创板日报》记者说道。 资本热度持续高涨之下，脑机接口领域核心技术突破、临床转化落地、监管伦理适配、商业化路径探索等多重挑战仍待破解。基于此， 资本市场对脑机接口的态度也已不再相信浪漫的概念想象，转而看重可验证的临床交付进展。 值得关注的是，在今年全国两会上， 脑机接口首次被写入政府工作报告 ，明确与量子科技、具身智能等领域一同被列入核心未来产业之一，这一顶层定调标志着脑机接口正式上升为国家战略科技方向。 热潮迭起 时间的刻度刚指向2026年，“杭州六小龙”成员之一强脑科技便以一笔高达20亿元的融资炸场开年。 此次融资的投资方包括IDG、华登国际、蓝思科技、领益智造等，还有中国香港、美国多家顶级家族办公室参与其中，该笔融资也创下除马斯克旗下的Neuralink外，全球脑机接口领域的第二大融资纪录。另还有消息称，强脑科技已秘密提交港股IPO申请。 接下来，一级市场的橄榄枝又频频抛向脑机接口领域。 专注非侵入式赛道的术理创新，于1月和2月接连完成B+轮和C轮融资，融资规模均在数亿元量级，其中B+轮由国家中小企业发展基金、东方富海投资，C...

美國駐挪威大使館入口發生爆炸，無人傷亡。挪威當局表示，事件可能涉及恐怖主義，並且跟中東戰事有關，暫時沒有人被捕。 事發於當地星期日凌晨1時左右，挪威警方接報，美國駐奧斯陸大使館發生爆炸，有目擊者稱附近街道上冒出濃煙，大使館入口輕微受損。警方表示，爆炸由燃燒彈引發，搜查後未發現更多爆炸裝置。 美聯社引述匿名美國官員透露，燃燒裝置藏於一個背包內，並在大使館入口外引爆。 挪威警方指，事件可能涉及恐怖主義，蓄意針對大使館，不排除與中東戰事有關。並稱將事件與當前安全形勢聯繫起來是合理的，但仍在調查其他可能原因。 目前沒有跡象顯示公眾受到威脅，亦無人員傷亡。警方稱正追緝涉案疑犯，但暫時無人被捕，也已加強使館周邊警力部署。 挪威政府指事件不能接受，外交大臣艾德強調，挪威非常重視外交使團的安全。美國國務院表示，已知悉事件並展開調查。

Nvidia (NVDA 3.01%) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology (MU 6.74%). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Expand NASDAQ : NVDA Nvidia Today's Change ( -3.01 %) $ -5.52 Current Price $ 177.82 Key Data Points Market Cap $4.3T Day's Range $ 176.82 - $ 182.76 52wk Range $ 86.62 - $ 212.19 Volume 189M Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only pricing power Micron has is based on supply and demand. Right now, memory prices are soaring because demand is low, so Micron is making a ton of mone...

Key Points Micron's stock has seen a surge in interest recently. Nvidia is still the company to beat in the AI realm. 10 stocks we like better than Micron Technology › Nvidia (NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology (NASDAQ: MU). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. 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 » Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only prici...

Nvidia (NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology (NASDAQ: MU). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. 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 » Image source: Getty Images. Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only pricing power Micron has is based on supply and demand. Right now, memory prices are soaring because demand is low, so Micron is making a ton of ...

Better Stock to Buy Now: Micron or Nvidia? Nasdaq

格隆汇3月9日｜国际货币基金组织(IMF)总裁格奥尔基耶娃：中东新一轮冲突再次考验韧性，能源安全已跃升为首要关切。如果油价持续上涨，且全年大部分时间维持涨势，油价每上涨10%，将导致全球通胀率上升40个基点。

In early March 2026, Flex announced that it is expanding its collaboration with AMD to manufacture the AMD Instinct MI355X AI platform at its Austin, Texas headquarters, adding U.S.-based, high-volume production of complete liquid‑cooled GPU systems to its existing advanced manufacturing footprint. This deepened AMD partnership highlights Flex’s role not just as a contract manufacturer but as a full systems integrator for complex, AI‑ready data center hardware produced onshore in the United States. We’ll now examine how this expanded U.S. manufacturing of AMD’s Instinct AI platforms could influence Flex’s broader investment narrative. Capitalize on the AI infrastructure supercycle with our selection of the converting record-breaking demand into massive cash flow. Advertisement Flex Investment Narrative Recap To own Flex, you need to believe it can turn its broad manufacturing footprint and AI data center capabilities into steadily improving margins and cash generation. The expanded AMD Instinct MI355X production in Austin reinforces the data center growth story, but it does not remove near term risks around customer concentration and structurally thin margins, which remain the key swing factors for the stock. The most relevant recent update alongside the AMD news is Flex’s fiscal 2026 outlook, where it guided revenues to US$27.2 billion to US$27.5 billion and targeted a 6 percent adjusted operating margin in fiscal 2027, a year earlier than previously planned. Together, the AMD collaboration and this guidance put more attention on whether higher value AI and data center work can offset margin pressure from cyclical and lower margin segments. Yet even as AI demand builds, investors should be aware that Flex’s reliance on a concentrated group of large cloud customers could... Flex’s narrative projects $29.1 billion revenue and $1.3 billion earnings by 2028. This requires 3.7% yearly revenue growth and roughly a $0.4 billion earnings increase from $891.0 million today....

格隆汇3月9日｜3月6日，上海证券交易所、深圳证券交易所发布公告，赤子城科技（09911.HK）获调入沪深港通下港股通标的证券名单，并于今日正式生效。截至上午收盘，赤子城科技逆势上涨6.09%报收9.76港元，成交量超过1.46亿港元，显示出南向资金及广大投资者对赤子城科技未来发展的信心。 公司日前发布盈利预告，2025年总收入约67.6亿~70.0亿元，同比增长32.8%~37.5%；归母净利润约9.0亿~9.4亿元，同比增长87.5%~95.8%，AI技术深度应用于业务全链路成为核心驱动力。中金公司近期给予14.5港元目标价，花旗、中信里昂等多家大行给予买入及跑赢行业评级。

(03/09/26) TSLA: Cybercab Factory Rollout Could Help Turbocharge Tesla moneyshow.com

一、【早盘盘面回顾】 财联社3月9日讯，三大指数集体调整，沪指跌超1%，创业板指、深成指半日跌超2%。沪深两市半日成交额1.79万亿，较上个交易日放量4031亿。盘面上热点较为杂乱，全市场超4500只个股下跌。从板块来看，电网设备概念逆势走强，国电南自、三变科技涨停，双双创历史新高。OpenClaw概念逆势上涨，优刻得20cm涨停，宁波建工2连板。油气股表现活跃，中国海油再度涨停。下跌方面，算力硬件概念集体下挫，罗博特科、光库科技、源杰科技大跌。截至收盘，沪指跌1.13%，深成指跌2.14%，创业板指跌2.42%。 个股来看，今日早盘涨停数量为33家（不包括ST及未开板新股），炸板率为46%，连板股数量为8家，顺钠股份、王力安防4连板，韶能股份、协鑫能科、赤天化、金开新能、三星医疗、宁波建工2连板。 板块上，油气股涨幅居前，中国海油涨停，科力股份、潜能恒信、通源石油、广汇能源、首华燃气等个股涨幅居前。 消息面上，3月9日亚洲交易时段，美国原油和布伦特原油期货盘中均突破每桶111美元，为2022年8月以来新高。高盛最新报告指出，本次供应中断的潜在冲击规模为2022年俄乌冲突时期的17倍。若海峡航运流量持续低迷至3月底，油价将“超越2008年与2022年历史峰值”，本月底前触及150美元/桶。 煤炭板块同样走强，山煤国际、兰花科创、兖矿能源、中煤能源均涨超7%，中国神华、潞安环能、晋控煤业同样涨幅居前。 中信证券指出，受中东地缘冲突影响，全球能源价格虽有波动，但总体大幅上涨。国内动力煤价格高位震荡，焦炭价格一轮提降落地，焦煤价格以弱稳为主。中东冲突叠加印尼煤供给收缩，预计后续在进口煤价持续高位的背景下，国内动力煤价具备上行空间及上涨持续性。 OpenClaw概念逆势上涨，优刻得20cm涨停，宁波建工2连板，云赛智联、群兴玩具、金开新能等涨停。 消息面上，发布仅四个多月，OpenClaw便创造了最快登顶GitHub星标榜的历史——以超过24.8万的GitHub星标数，超越Linux成为GitHub平台上最受欢迎的开源项目。国新证券指出，当前AI Agent加速渗透大众市场，谷歌、腾讯、百度等巨头纷纷布局，推动其从“极客玩具”成为“大众工具”，持续拉动底层算力与存储需求。云服务与算力产业链直接受益，国内厂商推出OpenClaw一键部署服务，市场迎价量齐升。 电网设备概念反复...

格隆汇3月9日｜农业农村部部长韩俊介绍，“十四五”时期，我国农业技术装备条件显著改善，农业现代化建设迈上新台阶。农业科技进步贡献率已超过64%，良种覆盖率超过96%，农作物耕种收综合机械化率达到76.7%，主要粮食作物已全程实现机械化。农业智能化、数字化转型也在加快推进，各种智能装备在农业生产中大显身手。韩俊表示，去年，农业中使用的无人机超过30万架，在全世界是最多的，服务耕地面积4.6亿亩。目前，智能采摘机器人、智能灌溉机器人、AI激光除草机器人等也在农业上开始使用。

315将至，餐饮可能还是“重灾区” 今年的315还没开场，食品安全的风已经吹起来了。 3月4日晚，北京一家寿司郎门店涉及生鱼片“寄生虫卵风波”被门头沟区市场监管局立案调查。此事很快在社交平台上发酵，品牌长期强调的“严格卫生管理体系”遭到质疑。 据有关报道，第二天，寿司郎门店客流有明显下降。寿司郎小程序上显示，不少门店已经无需排队，部分门店仅有2-3桌等位。 这与两个月前的跨年夜，北京寿司郎西单大悦城店一度排队超3000桌的盛况形成对比。 3月7日，界面新闻报道了寿司郎的回应：“公司内部对此事件也非常重视，正在配合市场监督局进行相关检查，一切等检查结果确认。寿司郎一直视食品安全为品牌的生命线，食材的采购、运输以及店内存储严格按照国家规定的食品安全标准执行。如发现异常，我们必将刻不容缓进行整改。” 实际上，有关食品安全“前哨战”已经在餐饮行业打响。 315前夕，各地市场监管部门正在加强突击检查，一些市场监管官方账号，或根据网友线索，或临时抽检，没有提前通知，没有流程预告，直接推门进店、亮证检查，现场抽查后厨和前厅。 这种突击，对餐饮老板来说，往往防不胜防。 不少视频里，店主明显还没反应过来，有人一脸惊讶，有人赶紧解释，有人则立刻开始各种补救措施。一条检查视频，动辄十几万播放，评论区比后厨还热闹。 有的餐饮人在看完视频后第一反应就是赶紧回店里看看，并感叹：“这几天都在捏冷汗。” 今年，社会舆论层面，消费者对食品安全的关注度明显在提升。 一方面是短视频平台让后厨变得更透明，一些消费者越来越习惯通过偷拍视频、探店视频来判断一家店靠不靠谱。只要出现一点卫生瑕疵，就可能迅速被放大、传播。 另一方面，餐饮行业这两年本身就处在高压周期。价格战、成本上涨、门店扩张过快，让不少门店在管理上开始出现松动。越是在这种时候，食品安全问题就越容易被盯上。 而315，往往就是这种情绪的集中释放点。对于不少餐饮老板来说，315就是一场提前开始、随时可能被点名的“大考”。 为什么“受伤”的总是餐饮？ 每年3·15，餐饮为何总站上风口浪尖？ 一、餐饮是大消费里面的重中之重，消费高频且容易被看见。 餐饮本身就是消费领域中最庞大的行业之一。中国餐饮市场规模早已突破5万亿元，涉及的门店数量、从业者和消费者数量都非常高。 同时，餐饮还是典型的高频消费行业。消费者一年可能只买几次家电，但却可能每天都在点外卖、去餐...

香港国际法律人才培训学院与司法部合办的第二届全国涉外仲裁人才培训班（香港）今日（9日）展开。香港特区政府律政司司长林定国与司法部公共法律服务管理局、中国法律服务（香港）有限公司，以及中国政法大学的代表出席培训班开班仪式。林定国在开班仪式致辞时，再次感谢司法部对培训学院的支持和信任，以及中国法律服务（香港）有限公司和中国政法大学对培训班的大力支持。他指出香港作为国家唯一的普通法司法管辖区，拥有健全的仲裁法律框架和支持仲裁的司法系统。香港的《仲裁条例》以国际业界熟悉的联合国国际贸易法委员会《国际商事仲裁示范法》作为蓝本，紧贴实务发展。香港汇聚世界级仲裁机构和大量经验丰富的仲裁从业者，在国际仲裁界备受赞誉。律政司正在研究修订《仲裁条例》，以保持香港仲裁法的长远竞争力。（大湾区之声）

苏世民又度过了个人收入最高的年份之一。 黑石集团提交的年度财务报告及相关监管文件显示，苏世民2025年从黑石拿到的总收入达到了12.4亿美元（约85亿人民币），继续稳居全球金融高管之首。这一数字与2024年相比大增了20%，仅略低于他在2022年创下的12.7亿美元的历史最高纪录。 苏世民的收入，即便在以高薪著称的华尔街，也是断档领先的水平。高盛CEO大卫·所罗门2025年的收入被董事会定为4700万美元，虽然较上一年的3900万美元增长了约20%，但还不到苏世民的二十分之一。 其他华尔街的顶级高管们的收入基本也都在数千万美元级别。摩根大通CEO杰米·戴蒙的收入是4300万美元。摩根士丹利的新帅泰德·皮克的收入则是4500万美元。 有人可能要说，苏世民是黑石的创始人，收入当然不是那些职业经理人们能比的。这话当然有道理。但是，黑石总裁乔·格雷2025年的收入也达到了3.026亿美元，而他并非黑石创始人，只是大学毕业后加入黑石的一枚纯打工人。作为一位打工人，乔·格雷2025年的收入依然秒杀了所有其他华尔街顶级投行的高管。 可以说，黑石刷新了华尔街对“顶流薪酬”的定义。 募资和退出都创纪录，黑石业绩爆表 苏世民和乔·格雷的收入大涨，首要原因当然是黑石2025年的业绩实在太好了，尤其是募资和退出两端都极为亮眼。 募资上，2025年全年总募资额达到2394亿美元，同比增长40%，其中仅第四季度的募资额就高达715亿美元，是过去三年半以来的最高水平。巨额的募资推动黑石的总资产管理规模（AUM）同比增长13%，创下近1.3万亿美元的行业新纪录。 退出上，随着资本市场活动的复苏（如IPO和并购活动加速），黑石的退出步伐显著加快。2025年黑石总退出金额为1256亿美元，同比增长44%。 强大的募资和退出，让黑石2025年在总收入、净利润和可分配收益等核心财务指标上均取得了极其优异的成绩，多项数据创下历史新高。 2025年，黑石GAAP总收入约为144.5亿美元，同比增长9.2%；GAAP总净利润约为60亿美元，同步比增长11.2%。 最重要指标的是可分配收益，这是衡量黑石盈利及向股东分红能力的核心指标，表现创下了历史纪录。2025年，黑石的可分配收益达到71亿美元，同比增长近20%。 黑石CFO迈克尔·蔡在财报分析师会议上称，2025年黑石在可分配收益、与费用相关的收益、管理费和资...

AI应用正在进入关键的下一阶段——从开发者工具向知识工作者全面渗透。 高盛最新研报通过两个标志性产品—— Claude Cowork 和 OpenClaw ——勾勒出通用智能工具规模化落地的清晰路径。 3月7日，据追风交易台消息，高盛在最新的研报中指出，AI作为通用智能层（general intelligence layer）的下一阶段应用已经显现，而Anthropic的Claude Cowork与开源代理OpenClaw正是定义这一趋势的两个核心数据点。 研报指出， Claude Cowork作为首个面向知识工作者的“代理工作流可信案例” ，正在重塑SaaS行业的价值分配——它不会直接取代现有的记录系统（如CRM或ERP），但会将市场份额推向能有效整合AI能力的SaaS供应商。 与此同时， OpenClaw的病毒式传播不仅展示了未来人机交互的全新形态 ，其独特的托管经济学正在打破超大规模云服务商（Hyperscalers）的垄断，将海量的新增推理算力需求直接导向DigitalOcean和Cloudflare等替代性边缘计算与VPS（虚拟专用服务器）提供商。 Claude Cowork：知识工作者代理工作流的首个可信案例 1月12日，Anthropic正式推出Claude Cowork——一款内嵌于Claude桌面应用的代理工具，专为非开发者设计，能够自动化处理文件管理和任务流程，涵盖多步骤操作，如文件整理、文档处理和工作流管理。 1月30日，Anthropic进一步发布了一系列面向"业务职能"的Cowork插件，覆盖销售与营销、财务、法务、客户支持、数据分析、生产力与企业搜索以及产品管理等场景。 高盛认为，Cowork的核心价值在于 填补了开发者专用代理工具与普通知识工作者日常使用的聊天机器人之间的关键空白 。软件工程师通过终端代理循环获得生产力提升已超过一年，而知识工作者的AI交互长期停留在聊天界面层面。Cowork通过与Excel及标准商业工具集成的应用界面，将这一能力延伸至非技术人员。 具体落地场景包括： 会计人员对信用卡交易进行分类、HR团队汇编税务报告和追踪PTO、CFO加速项目专项DCF分析。在数字代理客户中，营销场景最为突出——客户正在将Klaviyo集成进来，并自动化整个报告流程。 Cowork的核心竞争优势 在于其作为跨SaaS栈的智能层：它不依...

格隆汇3月9日｜孟加拉国宣布所有大学将停课，这是为应对日益严重的能源危机而采取的紧急措施之一。

A Silicon Valley-born AI startup is turning to Japan to prove AI can reshape one of the world’s largest industrial robot supply chains. Integral AI Inc., a five-year-old company founded by former Google researchers Jad Tarifi and Nima Asgharbeygi , develops AI models geared for automated systems such as robots and self-driving cars. The company has worked with auto parts maker Denso Corp. since 2021 to help teach industrial robots new skills by observing demonstrations. The 15-person startup is holding initial discussions with Toyota Motor Corp. , Sony Group Corp. , Honda Motor Co. , Nissan Motor Co. and Mitsui Chemicals Inc. to pitch them on how artificial intelligence can advance manufacturing processes. The next step is for a human operator to give a robot a language prompt, like “make a coffee,” and have the robot teach itself how to do so, Tarifi told Bloomberg News. Japan is home to many of the world’s biggest industrial robot makers including Fanuc Corp. and Yaskawa Electric Corp. , while SoftBank Group Corp. is buying the robotics unit of ABB Ltd. The country also hosts factory automation providers such as Mitsubishi Electric Corp. and Kawasaki Heavy Industries Ltd. , with Japanese companies delivering an estimated 29% of the global supply of industrial robots, according to the International Federation of Robotics . Integral has a role to play because “Japan is strong in robotics, but they’re not strong in AI and compute,” Tarifi said. China’s New AI Stars Make Billions From US Tech Rivalry Rise of the Robots Pits Hyundai’s Atlas Against Musk’s Optimus Mitsubishi Electric Backs Startup to Push Into AI Factory Robots Japan Bets on Service Robots to Ease Its Labor Crisis: Dispatch The 42-year-old, who started Google’s first generative AI team in 2013, is one of a growing number of AI doctorate holders who see the workings of the brain’s neocortex as key to building AI architecture and algorithms that mimic the way a child learns. Tarifi’s goal is to create AI ...

格隆汇3月9日｜3月6日盘后，沪深交易所发布公告，调整港股通标的。本次沪深两市港股通标的合计调入42家公司，港股博泰车联首次被纳入港股通标的，该调整自3月9日起正式生效。 资料显示，AI智驾龙头博泰车联作为次新股代表之一，受市场关注度较高，首日股价一度大涨超过50%。Choice数据显示，截止午间收盘，博泰车联自上市以来累计涨幅108.35%，最高价触达288.80港元/股。

美團－Ｗ(03690)出現大手買入6.98萬股，成交價$76.95，涉資537.111萬 AASTOCKS.com

格隆汇3月9日｜据CNBC，印度航空公司寻求政府援助，因西亚冲突推高运营成本。

由于原油价格飙升引发了人们对进口额扩大和该国贸易逆差再次承压的担忧，卢比暴跌至历史新低。美元兑印度卢比汇率上涨0.6%至92.3212，突破了上周创下的92.3050的前期高点。 责任编辑：王永生

South Korean President Lee Jae Myung called for the quick launch of a cap on fuel prices as the government moves to contain a spike in energy costs triggered by escalating conflict in the Middle East. Authorities should “swiftly introduce and boldly implement the maximum fuel price system” to curb excessive price increases, Lee told officials during an emergency economic meeting Monday. Lee’s remarks came as global oil prices surged toward $120 a barrel , the highest level since 2022, amid mounting supply risks. Oil suppliers in the Middle East have lowered output, the Strait of Hormuz remains effectively closed, and the US has threatened to escalate a conflict that has already roiled energy markets. South Korea imports almost all of its energy supplies, with about 70% of its oil cargoes typically shipped through the vital strait. The move to impose a price cap — the first time such a measure will have been used in nearly 30 years — is part of a broader effort to stabilize domestic energy markets as geopolitical tensions disrupt supply chains. According to Korea National Oil Corp. , the average retail gasoline price at service stations was 1,895.32 won ($1.27) per liter on Sunday, up about 12% from 1,692.89 won on Feb. 28 as the US began its airstrikes on Iran. On Sunday, Industry Minister Kim Jung-kwan said the government could implement the fuel price cap quickly if market conditions deteriorate. “We have almost finished preparations,” Kim told reporters after returning from a trip to the US. “We plan to monitor market conditions and respond accordingly.” The initial response will be a release from the country’s strategic oil reserves. These stand at about 100 million barrels or enough to cover more than 210 days of consumption, the Ministry of Trade, Industry and Resource said in December. Separately, Kim convened an emergency meeting with domestic refiners and industry groups to review local fuel prices, warning companies against exploiting the surge in global c...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Why TransUnion’s new AI agent matters for stock watchers TransUnion (TRU) has introduced its AI Analytics Orchestrator Agent, a Google Gemini powered tool within the TruIQ suite, aimed at making advanced credit analytics faster, more transparent and easier to audit. See our latest analysis for TransUnion. Despite the AI announcement, TransUnion’s share price, at US$77.38, has been under some pressure recently. It has a 30 day share price return of 5.31%, a year to date share price return of 7.14%, and a 1 year total shareholder return of 9.99%, while the 3 year total shareholder return of 30.50% points to stronger momentum over a longer horizon. If TransUnion’s AI push has caught your attention, this could be a good moment to look across the sector and check out 35 AI infrastructure stocks as potential next candidates for your watchlist. With TRU trading at US$77.38, showing a 1 year total return decline of 9.99% but a 3 year total return of 30.50%, and an intrinsic discount estimate of roughly 50%, is this a potential opportunity, or is the market already pricing in future growth? Most Popular Narrative: 18.3% Undervalued At $77.38, TransUnion sits below the most widely followed fair value estimate of $94.75. That estimate is built using a detailed cash flow narrative. With technology modernization and operational transformation investments ending in 2025, management projects free cash flow conversion to rise significantly (from 70% in 2025 to 90%+ in 2026). This is expected to provide a catalyst for future shareholder returns through buybacks, acquisitions, or reinvestment, and to support a step-change in long-term earnings growth. Read the complete narrative. Curious how higher cash conversion, revenue growth expectations and a richer profit margin profile all feed into that $94.75 figure and discount rate assumptions? The fu...

格隆汇3月9日｜据CCTV国际时讯，当地时间今天（3月9日）早上，巴林再次拉响防空警报。巴林内政部发布通告，要求所有民众就近躲避。伊朗随后宣布对巴林境内美军基地发动袭击。

我确实被AI整FOMO（Fear of Missing Out）了。 即便我几乎不怎么关注AI，这几周也被AI轰炸得头皮发麻。从Claude Sonnet 4.6模型推出，到OpenClaw（小龙虾）的爆火，再到Chat GPT-5.4模型发布，似乎每一周都在迭代新模型。尤其是最近这几天，马化腾（小马哥Pony）、Openclaw创始人Peter Steinberger接连发声，更是助推了养小龙虾的浪潮。 上周五（3月6日），Pony在朋友圈发文：“没想到（排队安装小龙虾）会这么火”。 上周日（3月8日），Peter 在英国帝国理工学院分享了对技术、工作的看法，他说意义不是寻找到的，而是创造出来的。如果醒来没有兴奋感，就必须改变现状。 现在，全行业对AI的共识，已经从对话转向 Agent （智能体）/ Workflow（工作流）。需要指出的是，Agent是可以通过“扣子”去串联多个大模型，来搭建 Workflow 工作流。而小龙虾，就是当前可掌握电脑更高系统权限的那“支”。 在 GitHub上，OpenClaw 的 Star 已经超越 React、linux 两大巨头。最右边红色拔地而起的不是纵坐标，而是 OpenClaw（图片来源微信公众号“数字生命卡兹克”） 借着这股小龙虾风潮，竞核也想凑凑热闹。上周五（3月6日）我跟小伙伴下班后，一起整到了凌晨四点，终于捣鼓出了竞核编辑部第一只“小龙虾”。 OpenClaw系统状态 接下来，笔者想聊聊，这只小龙虾，是如何在自己的日常编辑工作中起到作用的？目前，它究竟是玩具还是生产力工具？ 小龙虾到底能帮我们干什么？ 作为一名只会打游戏的编辑，说实话，安装小龙虾的目的，除了蹭热闹外，就是让我免去收集行业信息的苦功夫，让我能有更多时间打游戏的同时，也能不落后行业。 在装好 OpenClaw 的第一件事，就是让它帮从七麦数据上整理这周国内游戏畅销榜 Top10 的产品。但很快就遇到了第一个麻烦。 先说数据来源方式，默认情况下，OpenClaw 获取数据的方式类似网络爬虫，即便你给了 OpenClaw 的数据入口，爬取那些安全性较高的程序很容易歇菜。 微信游戏Mac端界面 尝试爬取数据后，微信游戏打开界面会返回到微信安装界面（无法进入） 由于像七麦数据等网站，基本上会有反爬虫的功能，一旦交互过于频繁，短期内会限制你访问网站。甚至在一些...