The U.S. is currently home to 10 companies valued at $1 trillion or more. These are: Nvidia: $4.4 trillion. Apple: $3.8 trillion. Alphabet: $3.6 trillion. Microsoft: $3 trillion. Amazon: $2.3 trillion. Meta Platforms: $1.6 trillion. Tesla TSLA +0.53% ) Broadcom: $1.5 trillion. Berkshire Hathaway: $1 trillion. Walmart: $1 trillion. However, one of them is substantially more expensive than the rest when measured by a key valuation metric. Considering this company's core business produced shrinking sales in each of the last two years, its premium valuation is increasingly difficult to justify. That company is Tesla. Investors have piled into the stock because the company's future product platforms, like the Cybercab autonomous robotaxi and the Optimus humanoid robot, have enormous potential. But here in the present, 73% of the company's total revenue still comes from its passenger electric-vehicle (EV) business, where demand continues to decline. Here's why I predict Tesla will drop out of the exclusive $1 trillion club before the end of 2026. EV sales declined at an accelerated pace in 2025 Tesla delivered 1.79 million EVs to customers in 2024, which was a 1% decline from the previous year. But in 2025, deliveries came in at 1.63 million cars, which was an even sharper year-over-year drop of 9%. This dragged the company's 2025 automotive revenue down by 10%, which contributed to a whopping 47% plunge in its earnings per share (EPS). Earnings typically drive stock prices, but more on that later. Tesla's EV sales could soften even further in 2026, as it plans to pull two of its premium cars (the Model X and the Model S) out of the lineup. This will allow the company to focus its efforts on cheaper, higher-volume models like the Model Y and the Model 3, which will improve its competitive position against some of China's low-cost manufacturers like BYD (BYDDY +5.75%). BYD currently sells its entry-level Dolphin Surf EV for under $27,000 in Europe, for example, whereas Tes...

Key Points SoFi added record new customers in the fourth quarter. It has a large opportunity in monetizing its consumer base. 10 stocks we like better than SoFi Technologies › The market hasn't been too happy with SoFi Technologies (NASDAQ: SOFI) stock so far this year, and it's down about 30%. However, that's a short amount of time in a much longer story. Inclusive of the drop, SoFi stock has gained about 180% during the past three years, and it has a long growth runway. Long-term investing is all about riding the waves and staying the course with stocks you believe in. This could be an excellent opportunity for investors to buy on the dip and hold for many years. If you invest $10,000 in SoFi stock today, can it make you a millionaire? 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 » Banking for millennials SoFi is an all-digital bank, and it's capturing market share as it targets the young users who are using banking and financial services for the first time. Not only is it attracting new users at a fast pace -- 35% year over year in the 2025 fourth quarter -- but the number of new users has been hitting new highs every quarter, reaching 1 million in the fourth quarter. It now has a total of 13.7 million, which is still a drop in the bucket compared with the opportunity. Adjusted net revenue increased 37% year over year in the quarter, and adjusted earnings per share (EPS) continues to rise, up 160%. It's not only new users who are helping it achieve growth. The company touts itself as a one-stop shop for financial services, and it aims to grow alongside its target population as customers advance in their careers and lives and have greater financial needs. Its strategy is to cross-sell new products to customers, and it constantly launches new services, such as its recent fully reserved SoFi Stab...

NewSquare Capital LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 64.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,154 shares of the social networking company's stock after buying an additional 848 shares during the quarter. NewSquare Capital LLC's holdings in Meta Platforms were worth $1,582,000 at the end of the most recent quarter. Several other large investors have also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the period. State Street Corp grew its holdings in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC raised its holdings in Meta Platforms by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company's stock valued at $37,902,948,000 after buying an additional 682,768 shares during the last quarter. Norges Bank purchased a new stake in Meta Platforms during the 2nd quarter valued at $23,155,393,000. Finally, Charles Schwab Investment Management Inc. grew its holdings in Meta Platforms by 1.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company's stock worth $10,694,644,000 after acquiring an additional 262,550 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Pla...

中东冲突持续升级，恐引发上世纪 70 年代以来最严重的石油冲击，亚洲航空公司正纷纷上调机票价格，并制定包括停飞在内的应急预案。 知情人士透露，印度航司已将长途航线票价上调 15%，并考虑进一步涨价。越南官方媒体警告，该国高度依赖进口航空燃油，机票价格或最高上涨 70%。 与此同时，香港航空周二宣布，自 3 月 12 日起上调多条航线燃油附加费：内地航线附加费增加 5 港元，北美等长途航线增加 150 港元。 亚洲航司对高油价的对冲能力远不及欧美同行，对航空燃油价格的突然飙升更为脆弱。知情人士称，东南亚低成本航司已开始推演极端情景 —— 若燃油价格过高或供应中断，将停飞部分航班。 “每飞一班都在亏钱，继续飞行还有意义吗？” 印度廉航香料航空董事长阿贾伊・辛格在采访中表示，其他航司也可能需要考虑停飞。他补充道：“印度航司别无选择，只能征收燃油附加费”，因为它们无法消化全部成本。 油价周一曾飙升至每桶近 120 美元，随后因特朗普暗示战争将很快结束而大幅回落。特朗普还表示，计划豁免石油相关制裁，并派遣美国海军护航油轮通过霍尔木兹海峡 —— 这条关键航道通常承担全球五分之一的原油运输量。 “恐慌按钮” 已被按下 斯巴达大宗商品高级石油市场分析师朱恩・吴表示：“各地的恐慌按钮都已触发。”“亚洲那些对冲机制薄弱的航司，若此前以较低价格售出机票，在当前燃油价格下将极为脆弱。” 有知情人士称，若当前环境持续超过三个月，部分利润率低的廉航可能破产。德意志银行分析师迈克尔・林嫩伯格在报告中写道，全球航司或因战争被迫停飞数千架飞机，实力最弱的航司将停运。 新西兰航空周二暂停盈利预期指引，原因是航空燃油价格剧烈波动，使其不到两周前做出的假设不再成立。该公司表示：“此次危机预计将对下半年盈利产生重大影响，因此，在燃油市场和运营环境稳定前，公司暂停 2026 财年指引。” 航空业的这些初步困境迹象，凸显了战争影响的不断扩大。美以对伊朗发动首轮打击已逾一周，冲突暂无缓和迹象。中东主要航司与机场近乎停摆，航班已严重受阻；燃油供应的连锁威胁，正让全球航空业陷入长期不确定性。 部分业内人士仍持乐观态度，认为冲突将在数月内结束，而非持续数年。 飞机租赁公司 Air Lease 首席执行官约翰・普卢格表示：“我个人认为，此次冲突持续时间较短。关键在于，世界不会停止运转，只是可能暂时暂停。” 德国汉莎集团首...

文章提及标的 首都在线 -- 深股通 -- 首都在线（300846）今日涨0.51%，成交额50.39亿元，换手率34.12%，盘后龙虎榜数据显示，深股通（885694）专用席位买入3.19亿元并卖出1.08亿元，3家机构专用席位净买入1.32亿元，有1家机构专用席位净卖出1822.63万元。

格隆汇3月10日｜美国互联网医疗公司Hims & Hers Health(HIMS.US)周一暴涨超40%，今日盘前续涨2.3%，报22.67美元。消息面上，诺和诺德宣布，将通过Hims平台向美国消费者销售旗下明星减肥药，并同步撤回上月提起的专利侵权诉讼。根据协议，Hims平台将以诺和诺德自付价格向美国消费者提供Ozempic和Wegovy注射剂及Wegovy口服片剂。诺和诺德此前已将减肥药月费从约1000美元大幅下调至149至299美元区间。(格隆汇)

亞太區主要股市回升。 日本股市反彈近百分之3，重上54,000點水平。 南韓股市曾升逾百分之6，收市企穩5,500點以上。 台灣和澳洲股市升百分之1至2。台積電上月收入低過預期，股價仍升逾百分之2。

文章提及标的 南网数字 -- 深股通 -- 南网数字（301638）今日涨2.61%，成交额37.39亿元，换手率48.97%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.69亿元并卖出2.24亿元，2家机构专用席位净买入1.65亿元，有1家机构专用席位净卖出739.08万元。

Advertisement Palantir Technologies stock: recent performance snapshot Palantir Technologies (PLTR) has drawn attention after a mixed stretch for the share price, with a 15.1% gain over the past month contrasting with a 14.0% decline over the past 3 months. For investors tracking the longer story, the stock shows a 6.8% decline year to date, while the 1 year total return sits at 104.8%, alongside multi year total returns that remain very large. Looking across timeframes, Palantir’s recent 7.8% and 30 day 15.1% share price returns contrast with a 3 month decline. At the same time, the 1 year total shareholder return above 100% and very large 3 year total shareholder return suggest long term momentum remains strong even after pullbacks. If Palantir’s move has you looking at other AI names, it could be worth checking out our screener of as a starting list of ideas. With Palantir generating US$4.48b in revenue and US$1.63b in net income, plus a current price below the average analyst target, investors may ask whether the stock is still undervalued or whether future growth is already priced in. Most Popular Narrative: 62.9% Overvalued According to the most followed narrative for Palantir, the fair value sits at $96, well below the last close of $156.43, which frames the valuation gap that follows. Palantir's market capitalization has seen a remarkable growth from $13.365 billion in 2022 to $183.495 billion in 2024. This steep increase, particularly the 391.13% jump from 2023 to 2024, suggests a high level of market optimism. The enterprise value (EV) follows a similar trend, indicating the market's high valuation of Palantir's future potential. Want to see what sits beneath that optimism according to ab1549? Revenue expansion, margin assumptions and a bold future profit multiple do the heavy lifting. Curious which levers matter most in reaching that $96 fair value and why the narrative still lands on overvalued at today’s price? The full story lays out the numbers behind...

3月10日，外交部发言人郭嘉昆主持例行记者会。 阿纳多卢通讯社记者提问，美国总统特朗普表示，如果伊朗胆敢阻断霍尔木兹海峡的石油运输，“美将给予比以往强20倍的打击”。与此同时，德黑兰方面指责美国和以色列的袭击导致该地区航运受到干扰。国际社会担心，这种局面可能会陷入僵局。而且，中国有大量石油进口需要经过这条水道。请问，如果这条关键水道真的出现运输中断或被封锁的情况，中国将采取什么措施？ 郭嘉昆说，霍尔木兹海峡及其附近水域是重要的国际货物和能源贸易的通道，维护这一地区的安全稳定符合国际社会各方面的共同利益。 他强调，当务之急是有关各方立即停止军事行动，防止紧张事态进一步升级蔓延，防止地区的动荡给经济发展造成更大的影响。

财联社3月10日讯（编辑 马兰） 人形机器人的竞争不仅在于“身体”和“大脑”的竞争，还与“记忆”息息相关。用通俗的解释来理解，即硬件、人工智能模型之外，业者正在越来越多地着眼于训练数据。 而训练数据是越来越多机器人制造商面临的瓶颈。举例来说，光是倒牛奶这一动作就可能需要采集近百条训练数据，而真实场景采集时，一小时仅能采集20条有效轨迹数据，且这中间还存在30%的行为偏差。 训练数据的缺失是限制人形机器人执行更高难度任务的关键挑战，一些机器人制造商选择进入动作重复性高的工厂来弥补这一短板，比如在宝马工厂造电池的AEON和在打汽车螺丝的小米机器人。 还有一些制造商则选择加大对机器人数据中心的投入，比如中国的智元机器人和韩国的Robotis。据最新消息，Robotis于今年1月在乌兹别克斯坦设立了一家当地子公司，计划于7月完成数据工厂的建设，并在10月全面投入运营。 这家工厂将建设在一块面积约11万平方米的土地上，与乌兹别克斯坦政府合作扩建。消息人士对媒体表示，如果项目按计划进行，韩国Robotis工厂的规模将超过智元在上海的数据采集工厂（简称：数采厂），后者的面积大约3000平方米。 成本洼地 Robotis计划利用该站点收集机器人行为数据，通常涉及让机器人反复执行相同的运动模式，同时由人工操作员监控其表现并记录结果。这些过程可能需要庞大的团队和较长的运行时间。 机器人数据采集的成本远高于视频或图像数据采集，且实验必须重复多次，还需要在严格控制的条件下进行。此外，机器人在真实环境中运行也会带来安全风险，这给数据收集工作带来了一定的限制。 另一个局限性则在于缺乏标准化的数据结构。由于机器人与物理世界的交互方式十分复杂，因此收集各种数据集需要适应多种不同的环境并完成相应的任务。 Robotis之所以将中心设立在乌兹别克斯坦是为了降低劳动力成本，且乌兹别克斯坦政府提供了较为完整的产业支持，使得数据采集工作更容易大规模开展。 争夺全球最大 Robotis的计划凸显出韩国在训练数据收集方面的雄心，因为能够构建大规模机器人数据基础设施的公司很有可能会在人形机器人开发中获得竞争优势。 Robotis首席执行官Kim Byung-soo表示，该公司正积极寻求全球扩张，将数据采集工厂的运营范围从韩国扩展到乌兹别克斯坦。一旦建成，其规模和功能将有望挑战世界最大数据工厂的地位。 而其数采厂除...

New x86 support unlocks new possibilities for high‑performance, consolidated embedded systems across automotive, industrial, robotics, and medical markets NUREMBERG, GERMANY / ACCESS Newswire / March 10, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced its expanded support for AMD Ryzen Embedded x86 processors, with the availability of the QNX® Software Development Platform (SDP) 8.0 for the high‑performance, power‑efficient processor family designed for demanding edge, industrial, automotive, and graphics‑ applications. This collaboration delivers an x86 alternative for consolidated, real‑time embedded systems, and marks a significant extension of the companies' collaboration, which has previously centered on the AMD adaptive computing portfolio, including Zynq™ UltraScale+ and Versal™ adaptive SoCs, and Kria™ System-on-Modules (SOMs). In the embedded market the demand for higher compute performance, efficient workload consolidation, and reliable real‑time software continues to accelerate. AMD Ryzen Embedded processors deliver a strong balance of performance and power efficiency, making it ideal for next‑generation systems, that prioritize real‑time control and rich graphics capabilities on a single chip. For QNX developers, it is a foundation that's particularly attractive for systems like automotive digital cockpits, industrial Programmable Logic Controllers (PLCs) and machine controllers, robotics controllers, and advanced medical imaging devices. The AMD Ryzen™ Embedded V2000 is the first amongst many processors to be supported on QNX SDP 8.0, with the P100 to follow. Today, developers can access a Board Support Package (BSP) for the Sapphire Edge IPC‑FP6 platform to enable their next-generation applications. "Expanding support for the AMD Ryzen Embedded processors strengthens our ability to help customers build embedded systems on architectures that deliver both high performance and predictable, deterministic behavior," said Grant...

New x86 support unlocks new possibilities for high‑performance, consolidated embedded systems across automotive, industrial, robotics, and medical markets NUREMBERG, GERMANY / ACCESS Newswire / March 10, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced its expanded support for AMD Ryzen Embedded x86 processors, with the availability of the QNX® Software Development Platform (SDP) 8.0 for the high‑performance, power‑efficient processor family designed for demanding edge, industrial, automotive, and graphics‑ applications. This collaboration delivers an x86 alternative for consolidated, real‑time embedded systems, and marks a significant extension of the companies' collaboration, which has previously centered on the AMD adaptive computing portfolio, including Zynq™ UltraScale+ and Versal™ adaptive SoCs, and Kria™ System-on-Modules (SOMs). In the embedded market the demand for higher compute performance, efficient workload consolidation, and reliable real‑time software continues to accelerate. AMD Ryzen Embedded processors deliver a strong balance of performance and power efficiency, making it ideal for next‑generation systems, that prioritize real‑time control and rich graphics capabilities on a single chip. For QNX developers, it is a foundation that's particularly attractive for systems like automotive digital cockpits, industrial Programmable Logic Controllers (PLCs) and machine controllers, robotics controllers, and advanced medical imaging devices. The AMD Ryzen™ Embedded V2000 is the first amongst many processors to be supported on QNX SDP 8.0, with the P100 to follow. Today, developers can access a Board Support Package (BSP) for the Sapphire Edge IPC‑FP6 platform to enable their next-generation applications. "Expanding support for the AMD Ryzen Embedded processors strengthens our ability to help customers build embedded systems on architectures that deliver both high performance and predictable, deterministic behavior," said Grant...

巨星科技公告，副总裁兼董事会秘书周思远于2026年3月9日通过深圳证券交易所集中竞价方式，使用个人自有资金增持公司股份10万股，增持均价31.5元/股；增持前持股37.5万股，占0.0314%，增持后持股47.5万股，占0.0398%。

亚历山大王（ Alexandr Wang，汪滔）从Meta离职了？ 假的！ 就在刚刚，小扎在Thread上更新了一张他和亚历山大王的自拍，照片上俩人堆满笑容，王看上去还胖了不少。 而就在前后脚的功夫，Meta发言人 Andy Stone 也在X上发文辟谣，否认了最近不断发酵的“亚历山大王出走”的传闻。 他表示 王仍在负责MSL（Meta超级智能实验室）和TBD Lab ，而且王的影响力在团队内不仅没有减弱，反而还在持续上升。 同时，Stone还直接评价此前媒体的相关报道—— “实在太荒唐”。 可以说，小扎一幅图，发言人一席话，让很多人暂时松了口气，但新的疑问也随之而来： 那……新模型呢？ 毕竟，网传的剧本是亚历山大王之所以被“小扎换掉”，就是因为新模型“牛油果”难产—— 发布时间从原本预计的去年底，一路拖到2026年第一季度。 如今眼看3月都快过一半了，仍然没有任何正式消息。 截至目前，亚历山大王本人还未正面回应。 他在X上的置顶帖，依然是去年7月宣布加入Meta的那条。 亚历山大王被传离职 最近几天，关于亚历山大王这位 Meta AI一号位 离职的消息，在网上越传越离谱。 各种“内部爆料帖”开始出现： 有传扎克伯格对王的“押注”失败，开始重新组织Meta的AI部门的。 其中甚至还有Bosworth建立一个平行实验室“Reality Labs”等细节描述。 在其他爆料中，连王的“离职时间”都被提前写好了： 这周三 。 网友们甚至都提前做好了梗： me stepping down. bye my beloved meta . 而在所有传闻里，讨论最广、也是这次Meta发言人直接点名否认的一篇报道，来自《印度时报》（后续被IDN引用）—— 《扎克伯格已经“结束”与亚历山大·王的合作，这位前高管身价约140亿美元》。 这篇文章称，扎克伯格已经对以140亿美元聘请来的一号位失去了信心，王已经开始被边缘化。 导火索，是Meta最近一次组织重组。 上周二，Meta宣布成立一个新的应用人工智能工程组织，由资深高管 Maher Saba 领导。 Saba不再向王汇报，而是直接向CTO Bosworth 汇报。 这个新组织被设计成一个极度扁平的工程团队：每位经理最多只管理50名个体贡献者。 目标很明确——打造一个“数据引擎”（data engine），加速Meta AI模型的训练和质...

格隆汇3月10日｜现货黄金日内涨幅扩大至1%，报5188.02美元/盎司。

Dougal Waters/DigitalVision via Getty Images On November 30th I wrote an article recommending buying Asure Software ( ASUR ). I recommended that because the company was achieving very strong EBITDA margins and offering a very cheap service compared to other major peers in its sector. So, I assumed it would quickly show earnings on its balance. Basically, I was betting on its profitability. Fortunately, during Q4 2025, it achieved some earnings, adjusted but earnings nonetheless, of $757,000. That number was the best result over the last seven quarters, and that's why I believe it is quite remarkable. It is indeed remarkable, although it's small, because it is enough to demonstrate that the company is going through the right path. Q4 Asure Based on my observations, there was a significant $1 million cut in sales and marketing compared to Q3, which made the difference. This is something I tried to explain in the mentioned article, and I'll try to summarize it in the following lines. I consider this to be very efficient expense control, and that is something the market really appreciates. Exceeding revenue and earnings-per-share expectations , coupled with positive forecasts for 2026, helped boost confidence in the company. As a result, the company has grown 17% since I wrote my article, well above the 1.3% loss of the SPY. If you pay attention to the chart, you’ll see that it is very likely the market was already pricing in the results before the earnings announcement. That's why the stock rose as much as 25% at times during the last four months. However, when it reached that 25%, the price collapsed. It only rebounded further with the Q4 results. Data by YCharts This drop from the 25% peak was caused by the “SaaS Apocalypse,” and the AI disruption caused an existential crisis in the software industry. I interpret that the HCM industry is also suffering the impact of AI as part of the process of creative destruction . And precisely, I wrote an article about the HCM in...

格隆汇3月10日｜在岸人民币兑美元收盘报6.8718，较上一交易日上涨465点。

Amazon (AMZN +0.20%) and Robinhood Markets (HOOD +3.03%) are leaning on artificial intelligence (AI) to shape the future of technology within their industries. And most Wall Street analysts think the stocks are undervalued: Among 72 analysts, Amazon has a median target price of $285 per share. That implies 34% upside from the current share price of $212. Among 28 analysts, Robinhood has a median target price of $121 per share. That implies 59% upside from the current share price of $76. Here's what investors should know about these AI stocks. Amazon: Automating fulfillment and last-mile delivery with robots and robotaxis Amazon is the largest operator of industrial mobile robots, and it has deep expertise in artificial intelligence (AI). The company is blending those proficiencies to shape the future of fulfillment and last-mile delivery with physical AI. Morgan Stanley ranks Amazon as one of the companies best positioned to "deliver material financial return from physical AI and robotics." Amazon last year introduced DeepFleet, an AI model that lets robots navigate warehouses more quickly. A press release said, "This AI technology will coordinate movement of robots across our fulfillment network, improving the travel time of our robotic fleet by 10% and enabling us to deliver packages to customers faster and at lower costs." The company is also developing a generative AI framework that will let workers instruct robots in natural language. Meanwhile, Amazon is developing humanoid robots to help human drivers with package delivery, according to The Information. The robots will initially carry packages from delivery vans to doorsteps while human drivers wait in the vehicles. However, the entire delivery process could eventually be automated because Amazon is also testing robotaxis through its autonomous driving subsidiary Zoox. On that note, while investors generally associate Amazon with e-commerce, digital advertising, and cloud computing, they often overlook opport...

Key Points Most Wall Street analysts covering the companies think Amazon and Robinhood are undervalued. Amazon is using AI to develop robots capable of understanding conversational language and delivering packages; the company is also developing robotaxis. Robinhood is integrating AI into its trading platform to surface insights, conduct research, and identify technical indicators; the company also launched a venture capital fund. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) and Robinhood Markets (NASDAQ: HOOD) are leaning on artificial intelligence (AI) to shape the future of technology within their industries. And most Wall Street analysts think the stocks are undervalued: Among 72 analysts, Amazon has a median target price of $285 per share. That implies 34% upside from the current share price of $212. Among 28 analysts, Robinhood has a median target price of $121 per share. That implies 59% upside from the current share price of $76. Here's what investors should know about these AI stocks. 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 » Amazon: Automating fulfillment and last-mile delivery with robots and robotaxis Amazon is the largest operator of industrial mobile robots, and it has deep expertise in artificial intelligence (AI). The company is blending those proficiencies to shape the future of fulfillment and last-mile delivery with physical AI. Morgan Stanley ranks Amazon as one of the companies best positioned to "deliver material financial return from physical AI and robotics." Amazon last year introduced DeepFleet, an AI model that lets robots navigate warehouses more quickly. A press release said, "This AI technology will coordinate movement of robots across our fulfillment network, improving the travel time of our robotic fleet by 10% and enabling us to deliver packag...

在岸人民币兑美元3月10日16:30收盘报6.8718，较上一交易日上涨465点 2026-03-10 16:31:56 来源： 同花顺7x24快讯 分享 在岸人民币兑美元3月10日16:30收盘报6.8718，较上一交易日上涨465点。

US President Donald Trump has predicted the war with Iran would resolve 'very soon.' Trump says he would waive oil-related sanctions and have the US Navy escort tankers through the Strait of Hormuz. Stuart Livingstone-Wallace, Bloomberg's Executive Editor for Middle East, North Africa and Russia, and Sam Dagher, Bloomberg's Senior Middle East Reporter have the latest. (Source: Bloomberg)

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)

近期黑石、贝莱德等机构暴露出的更多是私募信贷产品的流动性问题而非底层资产质量问题，但若流动性风险加剧可能引发更大范围的问题 当地时间2026年2月27日，英国伦敦，Market Financial Solutions 办公室，该公司濒临倒闭。图：视觉中国 近期国外私募信贷市场频现风险事件引发市场关注，如Tricolor、First Brands、MFS倒闭以及Blue Owl、黑石、贝莱德等机构旗下的私募信贷基金面临赎回压力。整体来看，私募信贷市场风险正在积聚，但目前为止对金融市场影响仍然有限，近期黑石、贝莱德等机构暴露出的更多是私募信贷产品的流动性问题而非底层资产质量问题，这比较类似于2023年的硅谷银行事件。但与硅谷银行相比，私募信贷市场的规模则要大得多，若流动性风险加剧可能引发更大范围的问题。 私募信贷市场概况 什么是私募信贷？根据美联储的定义，私募信贷（private credit或private debt）是指不在公开市场交易的、由私募信贷基金（一类主要从事贷款业务的封闭式基金）和BDC（一类主要投资小型企业和困境企业的封闭式基金）等非银行实体提供给私人企业的债务性质的工具。私募信贷的借款人通常是年收入在1000万美元至10亿美元的中型企业，但近几年客群呈现出向大型企业扩张的趋势。私募信贷的流动性很差，因此贷款人通常将贷款持有至到期或等待再融资偿还。私募信贷通常含有与传统贷款不同的条款，如含有权益成分、高额的提前还款罚金、贷款人参与公司治理等。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

据美国方面当地时间9日消息，多名顾问近日私下催促美国总统特朗普尽快设法从伊朗战事中脱身，他们担心油价飙升和长期冲突引发政治反弹。据知情人士透露，多名顾问已敦促特朗普拿出具体的脱身方案并证明美军打击伊朗的目标已大体实现。油价飙升至每桶100美元以上令这些顾问警惕，一些共和党人开始担忧定于11月举行的国会中期选举。经济顾问斯蒂芬·穆尔说：“当汽油和石油价格上涨时，其他一切也会涨。在支付能力已成问题的情况下，这会带来真正的挑战。”（央视新闻）

This year’s government work report delivered by Premier Li Qiang marks a shift from the perennial fixation with growth towards a greater emphasis on effective strategic development, especially social and people-centred outcomes. The “two sessions” have convened against the backdrop of Washington’s military adventure overseas. In contrast to that overextended empire, China will prevail in the competition with the United States by putting its own house in order. Some of the most consequential reforms are not found in the work report’s section headings but are sometimes buried in the text. Both China’s rapid economic growth and the ills plaguing its economy can largely be attributed to how regional and local cadres are evaluated and promoted. The historical ethos has been growth at all costs . Barring corruption, cadres have long been incentivised to focus on delivering results for today rather than fostering long-term sustainable growth. Advertisement Real estate development has powered immediate economic growth even as industrial investment has been squeezed out. Residential land can be sold for instant revenue and with expectations of swift projects, while industrial land is priced lower in exchange for industrial development and future tax revenues. Beyond the land-based model of municipal finance in China, cadres’ incentives have played a key role in creating China’s property glut. China’s landscape is dotted with vanity projects . Their construction may have provided a short-term gross domestic product boost, even if often leaving the local area debt-laden. Economic growth becomes a mirage arising from wastage instead of authentic development. Advertisement

海豚研究專欄 寧德時代於2026年3月9日晚間公布2025年第四季度業績，這份財報再度引爆市場預期，各項核心指標全面超預期，宣告鋰電上行周期正式來臨，「寧王」強勢回歸！ 以下為核心重點解析： 1. 收入端：四季度收入1,406億，大幅超出市場預期的1,253億元，同比增速達37%！超預期核心在於出貨量大超預期，鋰電單價與上季度環比基本持平。 2. 出貨量大幅高增：四季度出貨量226Gwh，同比增速56%，遠超市場預期176Gwh與大行樂觀預期200Gwh。 拆分來看，動力電池出貨高增是超預期關鍵，四季度動力電池出貨192Gwh，環比增速48%。當下新能源車環比增速放緩至23%，動力電池環比增速仍大幅領先，核心原因一是車企提前備貨，二是單車帶電量環比持續提升。 儲能本季度出貨34Gwh，環比幾無增長。長橋海豚君認為這並非需求不足，主因是四季度用於緩解儲能產能壓力的山東濟寧基地（規劃超100GWh）新增產能未釋放（26年Q1釋放），且儲能系統有大量已發出未確收存貨，為後續收入高增提供強力保障。 3. 電池單價環比企穩：四季度碳酸鋰價格從三季度7-8萬元/噸快速上行至8-10萬元/噸，寧王整體單價0.55元/Wh，與上季度基本持平。 長橋海豚君分析原因：（1）國內與LFP低價銷量結構佔比持續提升；（2）動力電池廠與客戶價格聯動機制有1-2個月傳導周期，漲價前簽訂的存量訂單價格調整滯後，拉低整體均價。 4. 整體毛利率表現亮眼，環比持續上行：2025年四季度整體毛利率環比上季度25.8%提升2.4個百分點至28.2%，動力與儲能電池毛利率均環比上漲。 長橋海豚君指出，電池單價環比持平、碳酸鋰成本上行背景下，單wh毛利與毛利率仍環比上行，主因：（1）存貨囤積效應，三季度末存貨高達802億，四季度使用部分前期低價原材料生產；（2）規模效應持續釋放。 5. 淨利潤同樣超預期：四季度歸母淨利232億，高於市場預期207億，超預期根源是出貨量高增帶動收入與毛利端超預期。 寧王本季度研發投入環比上行21億至71億，大幅高於市場預期58億，同時加大資產減值，對淨利率造成負面影響（單wh淨利從上季度0.11元/wh下滑至0.1元/wh），但處於上行周期，市場對此小幅波動容忍度較高。 6. 劃重點！下半年全面進入滿產狀態：2025年全年寧王產能利用率96.9%，較2024年76.3%大幅提升...

Dogecoin (DOGE +3.59%) has the uncanny ability to capture investors' attention for years on end. It is, after all, the original meme coin and all that entails. But don't let that any renewed hype fool you. There's a serious mistake that many investors are vulnerable to with Dogecoin right now: Buying it. Let's walk through why that's something you need to avoid. The math is working against you from minute one It's obvious that every asset you plan to hold for the long term needs some mechanism for accruing value. That mechanism might be scarcity, or a killer business model, or a monopoly of some kind. Dogecoin doesn't have any of those qualities. One modest problem is that its total supply outstanding is perpetually increasing. The protocol mints roughly 5 billion new coins every year without fail. With about 169 billion coins already circulating, that translates to an annual supply expansion rate near 3%. Expand CRYPTO : DOGE Dogecoin Today's Change ( 3.59 %) $ 0.00 Current Price $ 0.09 Key Data Points Market Cap $14B Day's Range $ 0.09 - $ 0.09 52wk Range $ 0.08 - $ 0.30 Volume 1.1B Getting 3% of your value diluted each year is, all things considered, not catastrophic. The issue is that there isn't any countervailing force creating so much demand for the coin that its price could rise faster than the rate of dilution. There's almost nothing that requires buying Dogecoin such that it would have value -- nothing except getting the thrill of a gamble on its chances of going to the moon. Still, locking up your capital in Dogecoin incurs an opportunity cost, not to mention the guarantee of constant dilution, so it's a significant mistake to buy it. Hype is not a thesis If the structural picture is that bleak for this coin, why does Dogecoin keep resurfacing? It's exceptionally good at generating excitement once every few years, and that causes people to flock to buy it. A single Elon Musk social media post in early 2021 pushed the coin's price up 80% in a day. Of cours...

內地股市反彈，四大指數高開高收。 當中，深證成分指數和創業板指數，升百分之2至3。滬深京三市成交，逾2.4萬億元人民幣。 商業航天和算力硬件板塊造好。 石油天然氣和煤炭股則下跌。

Clearway Energy ( CWEN.A ) ( CWEN ) plans to unify its public shares into a single class, pending stockholder vote at the 2026 annual meeting, it said on Monday. The board has approved a proposal to amend and restate the company’s certificate of incorporation that would convert each share of the company’s Class A common stock, par value $0.01 per share, into one share of the company’s class C common stock, par value $0.01 per share. Under the terms of the charter amendment, such conversion would occur automatically at 12:01 a.m., Eastern Time, on the second business day following the filing of the charter amendment. More on Clearway Energy, Inc. Clearway Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation Clearway Energy, Inc. (CWEN.A) Q4 2025 Earnings Call Transcript Clearway Energy Has Accelerating Growth From AI Buildout Utilities offering the highest dividend yields amid rising market uncertainty Clearway outlines path to $2.90–$3.10 CAFD per share by 2030 while expanding hyperscaler partnerships