Nvidia Corp. is investing in Oxa , the latest British autonomous driving startup to receive backing from the world’s most valuable company. The US chipmaker’s venture capital arm NVentures joined a funding round for Oxa that raised $103 million, the British company said Wednesday. The UK government’s National Wealth Fund committed $50 million, with existing shareholders such as BP Plc ’s venture fund also participating. Oxa declined to comment on its valuation in the round or how much Nvidia invested. Existing backers such as IP Group Plc and Ocado Group Plc have recently written down the value of their investments in the loss-making company, citing funding delays and changes in its commercial outlook. Nvidia’s investment follows its backing of Wayve , the UK self-driving company that raised $1.5 billion at an $8.6 billion valuation last month. Oxa, formerly known as Oxbotica and spun out of Oxford University , was the first company to trial driverless cars on UK roads. It has since shifted its focus to industrial uses such as in factories, at ports and at mines. Read More: Self-Driving Startup Wayve Raises $1.5 Billion for Robotaxi Wars Oxa now retrofits existing vehicles such as tow tractors with autonomy hardware and its software, providing self-driving solutions to companies. It made the change because the market for self-driving passenger cars requires “tens of billions” of dollars in spending, said founder and Chief Technology Officer Paul Newman. “You’ve got to disrupt supply chains, you’ve got uncertain regulatory affairs and it’s unbelievably expensive to get into,” he said in an interview. “Scaling in that environment is so much harder and the economics are nothing like as attractive as doing it in the industrial domain.” The funding will help fuel Oxa’s global expansion, with a focus on the UK, Europe and the Middle East, the company said. The total amount raised in the Series D round could rise in the coming months, it added.

Bloomberg Nvidia Corp. is investing in Oxa, the latest British autonomous driving startup to receive backing from the world’s most valuable company. The US chipmaker’s venture capital arm NVentures joined a funding round for Oxa that raised $103 million, the British company said Wednesday. The UK government’s National Wealth Fund committed $50 million, with existing shareholders such as BP Plc’s venture fund also participating. Most Read from Bloomberg Oxa declined to comment on its valuation in the round or how much Nvidia invested. Existing backers such as IP Group Plc and Ocado Group Plc have recently written down the value of their investments in the loss-making company, citing funding delays and changes in its commercial outlook. Nvidia’s investment follows its backing of Wayve, the UK self-driving company that raised $1.5 billion at an $8.6 billion valuation last month. Oxa, formerly known as Oxbotica and spun out of Oxford University, was the first company to trial driverless cars on UK roads. It has since shifted its focus to industrial uses such as in factories, at ports and at mines. Oxa now retrofits existing vehicles such as tow tractors with autonomy hardware and its software, providing self-driving solutions to companies. It made the change because the market for self-driving passenger cars requires “tens of billions” of dollars in spending, said founder and Chief Technology Officer Paul Newman. “You’ve got to disrupt supply chains, you’ve got uncertain regulatory affairs and it’s unbelievably expensive to get into,” he said in an interview. “Scaling in that environment is so much harder and the economics are nothing like as attractive as doing it in the industrial domain.” The funding will help fuel Oxa’s global expansion, with a focus on the UK, Europe and the Middle East, the company said. The total amount raised in the Series D round could rise in the coming months, it added. Most Read from Bloomberg Businessweek ©2026 Bloomberg L.P.

Intel Board Chair Frank D. Yeary to Retire Following Annual Meeting; Dr. Craig H. Barratt Elected as Chair 01net

This documentary can’t help but be moving as it follows the Cam On group in Kolkata, who are creating a drama based on their experiences – even if it could do with more depth Cam On is a film-making collective comprising some of the estimated 500 sex workers and their children who live in Boro Goli, the red light district in Kalighat, a desperately poor area on the southern edge of Kolkata. “The street holds many stories,” says Rabin, the son of a Nepalese woman who was sold by her uncle into sex work at 12. “Love and threat at every turn.” He is the director of the film the collective is making, Nupur: The Story of Two Sisters. It’s a fictionalised amalgam of many of the members’ real experiences and tells the tale of an older sister who hopes to escape the fate that seems set for her and a younger one who lacks hope that it is possible. Redlight to Limelight is the documentary – part of the BBC’s award-winning Storyville strand – by Bipuljit Basu that follows them as they make their film, building art out of suffering, creating something worthwhile in an environment that seems hellbent on allowing nothing. Continue reading...

Keir Starmer’s efforts to reset the UK’s relationship with the EU are lacking in “direction, definition and drive”, parliament’s foreign affairs committee has said. A report based on months of expert witness testimony found the summit between the UK and the EU at Lancaster House last May had “substantially improved the overall political relationship” after years of Brussels-bashing by the Conservatives. But it concluded the UK “lacks clear strategic priorities”, which in turn results in “the appearance that the EU has achieved more concrete progress towards their most pressing demands than the UK”. Emily Thornberry, Labour MP and chair of the committee, said: “Sadly, we found that despite progress in some areas, the government’s reset is languishing, suffering from a lack of direction, definition and drive. It feels as though we are on a journey with no clear destination. “In many areas, the government has failed to provide timelines, milestones or priorities, and it does not appear to have an ambitious, strategic vision for the UK’s new relationship with the EU.” The report said that unless the government provides a structure and clear vision with goals, it will repeat “these mistakes” when it enters the second set of negotiations after a second bilateral summit due to be held in early July. Last May’s summit was hailed as a “historic” moment and resulted in a formal agreement to improve the Brexit deal sealed by Boris Johnson’s government, with goals including a youth mobility scheme, rejoining the Erasmus student programme and an agriculture agreement to reduce barriers for food exporters. So far all that has been announced is a deal on Erasmus, with several key areas including the regulation of chemicals, conformity of standards, mutual recognition of professional qualifications and concessions for touring musicians not on the negotiating table. The report said progress “has not been helped by the EU changing the goalposts recently by demanding a financial contr...

Warner Bros has announced it is to open a 21,000 sq ft Harry Potter store on Oxford Street, one of London’s busiest retail thoroughfares. The studio’s Global Experiences wing says the two-floor shop will be an “interactive retail experience” including recreations of the franchise’s most recognisable locations, as well as “photo moments” and exclusive merchandise. Karl Durrant of Warners’ worldwide retail division said that the store, which is set to open in the autumn, will act as a bridge between the series’ bricks-and-mortar attractions and its “shopping opportunities”. “It will give fans an exciting new way to experience this magical world in the city that features so prominently in the stories,” he said. The store will be located on the corner of Oxford Street and Tottenham Court Road, a short walk from the theatre where Potter spin-off stage show The Cursed Child is still running. That show concludes its two-part production on 20 September and will reopen as a one-part production (in line with other productions around the world) on 6 October. London already has a popular but small Harry Potter shop in Kings Cross station, next to a photo opportunity space where visitors can appear to push a trolley through a brick wall, as Harry does in the books to access Platform 93/4. Warners’ Leavesden base just outside London also runs Harry Potter studio tours, and there are six Harry Potter theme park attractions at Universal Studios locations worldwide. View image in fullscreen The Harry Potter Chicago store. Photograph: PR Cities that already have major Harry Potter shops include New York, Chicago and Tokyo. Oxford Street already boasts a considerable number of unofficial Harry Potter retail outlets, some of whose business practices recently came under examination. The official London store, which will probably funnel tourists towards its doors and away from more opportunistic outlets, will open in time for what is predicted to be considerable activity around the 25th ...

美國國土安全部長諾姆到國會為其移民政策辯護。 民主黨參議員德賓問︰「承認錯誤很難嗎？要妳認錯及撤回聲明很難嗎？」 美國國土安全部長諾姆答︰「我們面對持續調查，絕對會提供事實信息，我們會繼續這樣做。」 德賓再問︰「你會公開認錯嗎？」 諾姆回應︰「當然會，我們有改善空間。」 諾姆周二出席參議院司法委員會聽證會，被民主黨參議員賓德問及移民部門執法人員一月在明尼阿波利斯市打擊非法移民期間，開槍擊斃兩名美國公民。諾姆表示她沒有將示威者視為恐怖分子，只是覺得事件看來像恐怖主義，拒絕承認涉開槍的執法人員有過失，應該將責任歸咎於試圖襲擊執法人員的示威者。 諾姆又稱，無意在11月中期選舉派遣執法人員到投票站維持秩序。

A record number of people under the age of 20 in Japan were arrested for cannabis offences last year, with experts on social norms attributing the sharp rise to growing despair about the future and the influence of celebrities known to use drugs. According to the National Police Agency (NPA), 1,373 people under the age of 20 were arrested for cannabis offences in Japan in 2025, an increase of more than a fifth from the previous year. The figure is the highest since age-specific drug offence data was first collected in 1990, the agency said. By comparison, just 210 people in this age group were arrested in 2016. Advertisement The number of high school students detained rose by more than half to 313 last year, while arrests of university and junior high school students climbed to 62 and 28, respectively. The remaining cases involved young people who were employed or unemployed. The NPA report noted that younger people “tend to be more likely to try cannabis out of curiosity”. But social and cultural observers say deeper issues are also at play. Advertisement “The increases that we are seeing in illegal drug consumption among young people are a serious and growing problem,” said Izumi Tsuji, a professor of the sociology of culture at Tokyo’s Chuo University and a member of the Japan Youth Study Group.

文｜胡香赟 编辑｜海若镜 36氪获悉，莱芒生物近期已完成近2亿元新增融资。本轮融资由粤财控股旗下机构粤财中垠联合晶泰科技领投，矿世之星、Mony Valley、泰珑投资、中山创投、以及个人财务投资者跟投，老股东富汇创投持续加注。募集资金将重点用于推进极低剂量代谢增强型CAR-T细胞药物的注册I期临床研究，并加速推进自动化生产工艺研发与验证，以及启动代谢增强型实体瘤细胞治疗药物的临床转化。 莱芒生物是晶泰科技（HK:02228）孵化并投资的创新药企，公司自研META 10、META 10-AI两大AI+代谢重编程技术平台，有望通过精准调控耗竭T细胞的代谢功能，开发“疗效和安全性更好、剂量更小，制备成本更低”的细胞治疗产品。 当前，莱芒生物已布局多条针对血液肿瘤、实体肿瘤和自身免疫性疾病的核心产品管线。其中代谢增强型CD19 CAR-T疗法，已针对多项血液肿瘤、自免性疾病开展IIT临床（研究者发起临床研究），并已经提交复发/难治性弥漫大B细胞淋巴瘤适应症的IND（注册临床）申报，预计于今年上半年取得批件。另外，针对宫颈癌、肝癌、胆管癌等实体瘤适应症的代谢增强型细胞疗法也已进入IIT临床阶段。 莱芒生物研发管线(图源：莱芒生物商业计划书) 莱芒生物执行总监仝督读认为，当前，国内虽已有多款CAR-T疗法获批，但疗效（如完全缓解率（CR）等指标）上仍有较大提升空间，并且价格昂贵不利于商业化推进。“企业通过各类技术路径，继续提高产品疗效并且降低生产成本是普遍趋势。” 基于对IL-10免疫代谢因子抵抗T细胞耗竭的 底层机制研究 ，莱芒生物团队已证实，其能通过增强终末耗竭T细胞的氧化磷酸化代谢，实现对耗竭T细胞的代谢重编程，进而提高肿瘤免疫治疗的疗效。 简单理解，传统CAR-T细胞进入人体后，在肿瘤微环境中受到持续肿瘤抗原刺激，会出现能量代谢失衡、快速走向终末耗竭状态，导致增殖和杀伤功能下降，所以要通过较高给药剂量来实现治疗效果。 而莱芒生物的代谢增强型CAR-T通过自分泌IL-10改善处于耗竭状态的CAR-T细胞的能量代谢、逆转终末耗竭状态，让少量输注的CAR-T细胞在体内持续增殖，并提高了单位细胞的“杀伤力”，从而实现高效杀伤肿瘤细胞。这也为公司的“低剂量给药方案”奠定基础。 以自免性疾病治疗为例。据介绍，2025年，公司重点推进了系统性红斑狼疮适应症的IIT临床，在用药剂量仅...

雲南雨林深處有一支專門追蹤野生亞洲象的監測隊伍，他們的工作是確保人類與野生動物和平共處。隨着冬季野外食物減少，大象頻繁進村覓食，監測和預警工作變得更為重要。 江城縣：逾50頭亞洲象常年棲息 監測員與消防聯手預警 在江城縣，有超過50頭野生亞洲象常年棲息。入冬以來，野外食物來源減少，大象進村覓食更趨頻繁。近日，大象監測員與當地森林消防人員聯手加強監測及預警。隨着春節臨近，返鄉人員及車輛增多，監測和預警工作更顯重要。 50歲的刁發興是江城縣大象監測隊的隊長，他和隊員負責監測近1,000平方公里範圍內的亞洲象種群，需要實時追蹤數十頭大象的動向。一次，刁發興發現象群後即時提醒附近村民保持距離。響應預警的消防員郭遠峰出動無人機，迅速鎖定正在玉米地覓食的象群。刁發興表示，無人機畫面顯示至少有10頭大象，這個時間點出現象群並不尋常，象群中還有幾頭幼象，最小的估計僅兩個月大。 保險賠償：政府全額資助 村民稱「人養象」也願意 除了實時預警，刁發興還代保險公司評估大象造成的損失。他解釋，雲南省2010年實施野生動物肇事公眾責任保險制度，由政府全額資助。發生大象相關事件時，保險公司會賠償村民的房屋、糧食及經濟作物損失。 康平鎮村民李江美表示：「按現在的價格，賠償挺滿意的。大象吃了就走，差不多就是我們養着牠們。莊稼被吃了，保險公司會賠償我們。我覺得這就是人和大象和諧共處的樣子。」她補充說並不害怕大象：「監測員每天在群裡發消息，我們馬上就知道大象在哪裡。如果牠們在附近，我們就不去那裡。」 另一位村民李朝東說：「那群大象這些年一直來這裡，看着牠們養育幼崽很暖心。看到又一頭小象出生，真的很感動。」 監測員：家人曾勸放棄 為了村民安全堅持下去 長期野外監測大象，時刻面臨危險，刁發興的家人最初並不理解。「特別是在早期還沒有無人機的時候，我們要徒步追蹤大象，每天跟着腳印走，更危險。家人叫我別幹了，出事怎麼辦？但我覺得，如果我們不發預警，村民在地裡幹活就不安心。想到這個，我就堅持下來了。」 國家公園：2022年啟動申報 國家公園法生效提供法律保障 2022年，雲南向國務院申報設立亞洲象國家公園，範圍涵蓋西雙版納、普洱、臨滄等6個縣（區），規劃面積逾3.86萬公頃。按照國家規劃，國家公園的籌建工作穩步推進。2026年1月1日起生效的中國國家公園法，將為國家公園的設立提供堅實法律基礎。 雲南省林業和草原局自...

Explore the exciting world of The Simply Good Foods Company (NASDAQ: SMPL) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Jan. 21, 2026. The video was published on March 3, 2026. Continue reading

2026年，全国人大代表、德力西集团董事局主席胡成中第19次参加全国两会。胡成中在今年两会带来了7份建议，其中涉及固态电池、新能源等领域。当前，固态电池因能量密度高、安全性能优、循环寿命长等突出优势，被视为下一代动力电池的核心技术方向。2025年，半固态电池率先实现规模化装车，头部企业产能布局明显加速。胡成中建议，首先，加快推进车用固态电池系列国家标准制定与落地，尽快出台性能规范、安全规范和寿命规范，明确产品技术要求与测试方法，并优化政策支持方向，从大规模补贴转向精准扶持，重点支持电解质材料、生产设备等关键环节技术突破。胡成中建议优化财政资金投入方式，通过政府引导基金、专项补贴、税收优惠等政策，引导社会资本投向固态电池产业。同时开展固态电池应用示范工程，在新能源汽车、储能、电动航空等领域选择重点区域和企业进行试点示范，总结推广成功经验，加快技术普及与市场培育，为产业规模化落地营造良好市场环境。（人民财讯）

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英特尔 委任Craig H． Barratt为下一任董事长，在试图重振该公司芯片制造实力之际，让一位科技界资深人士担任这一职务。 英特尔周二在一份声明中称，Barratt将在5月13日的年度股东大会后接替Frank Yeary担任董事长一职。Yeary此前是一名投资银行家，于2009年加入英特尔董事会，并自2023年起担任董事长。 Barratt曾执掌被 高通 收购的Atheros Communications，并曾在Alphabet Inc．旗下 谷歌 担任要职。他还曾担任初创公司Barefoot Networks的首席执行官，该公司2019年被英特尔收购。他于去年加入英特尔董事会。 这位毕业于斯坦福大学的澳大利亚人在英特尔面临危机时刻接掌董事会。该公司多年来销售低迷，市场份额不断萎缩，首席执行官陈立武正努力让公司重现昔日辉煌。 “Craig拥有深厚的半导体专业知识，并在复杂的工程驱动型业务领域拥有卓越的技术和运营领导能力，”陈立武在声明中表示。“随着我们进入以严谨执行、产品领导力和代工进展为核心的下一发展阶段，他的经验将给管理层提供关键支持，并为股东创造可持续的长期价值。” 责任编辑：王永生

pabradyphoto/iStock Editorial via Getty Images One of the best AI trades in recent years aside from chipmakers has been construction machinery company Caterpillar Inc. ( CAT ). Shares in the company’s stock are up 250% over the past five years, including a nearly 130% rise over the past year and a whopping 30%+ start YTD. Seeking Alpha - YTD Share Price Performance Of CAT Stock One reason for the outperformance has been CAT's role in the AI economy, specifically the data center buildouts. The ravenous appetite for data centers has been a boom to CAT’s power and energy business, which has quickly become one of the company’s fastest-growing segments. This was reflected in its most recent quarterly results released at the end of January. While I view the outlook ahead as positive, I believe shares are currently a Hold. New investors and existing shareholders likely will have a better entry point with the stock down 10% from its highs as opposed to its current trading value near all-time highs, with the risks of high expectations against it. CAT Stock Key Metrics Shares in CAT are not cheap by any measure. The stock currently commands a forward multiple of over 30x, and this is a premium to both the broader equity markets and to its own historical averages in the low 20x range. In addition, the stock is currently trading at 5x its annual sales, a valuation premium that is double its five-year average. Seeking Alpha - Valuation Metrics Of CAT Stock Though the Seeking Alpha (“SA”) quant scores grade CAT poorly on valuation, I believe the premium is warranted for CAT, especially given its growing role in powering the AI-based economy. Seeking Alpha - Ratings Summary Of CAT Stock Both the broader SA analyst community and those on Wall Street likely would agree. Both groups view shares as a Buy, with those in the latter pool even more bullish. That said, it’s worth noting that current average price targets imply about 3.5% downside from current trading levels. This, to me, i...

机构认为，市场呈稳健优先、兼顾成长格局，布局顺周期、高景气科技成长与高股息防御板块。 【财经日历】 全国政协十四届四次会议在京开幕 中国2月PMI 鸿蒙智行技术焕新发布会 苹果举行春季发布会 美国2月ADP就业人数 ►►3月3日，中共中央政治局委员、外交部长王毅应约同以色列外长萨尔通电话。 在听取萨尔介绍以方对当前局势的立场后，王毅表示，中方一贯主张通过对话协商解决国际和地区热点问题，各方都应遵守联合国宪章宗旨和原则，不在国际关系中使用或威胁使用武力，这也符合包括以色列在内各方的根本利益。多年来，中方致力于推动伊核问题政治解决，近期的伊美谈判正在取得明显进展，其中也涵盖以方的安全关切，遗憾的是，这一进程已被炮火打断。中方反对以方和美国对伊朗发起军事打击。武力无法真正解决问题，反而会带来新的问题和严重后遗症。军事实力的真正价值不在战场，而在于预防战争。中方呼吁立即停止军事行动，防止战火进一步蔓延失控。中方在中东问题上始终坚持公正立场，我们将继续为推动局势缓和发挥建设性作用。王毅要求以方采取切实措施确保中国人员和机构安全，萨尔表示以方高度重视并将保护好中国人员和机构安全。 ►►3月3日，外交部发言人毛宁主持例行记者会。路透社记者提问，有分析表示，美国在委内瑞拉和伊朗的行动可能会阻碍中国石油供应。中方对此有何评论？对此，毛宁指出，中方坚决反对在国际关系中使用武力侵犯别国的主权安全。能源安全对世界经济非常重要，各方都应当确保能源供应稳定畅通。中方将采取必要的措施保障自身能源安全。 ►►3月3日，上期所、上期能源同步出手，针对能源与航运相关品种收紧交易限额，并同步调整保证金及涨跌停幅度，自3月4日（3月3日夜盘） 起执行。其中，上期所发布《关于调整燃料油期货相关合约交易限额的通知》明确，自3月4日（即3月3日夜盘）交易起，非期货公司会员、境外特殊非经纪参与者、客户在燃料油期货已上市合约的交易限额调整，燃料油期货已上市合约的日内开仓交易的最大数量为6000手。 上期能源发布《关于调整原油等期货相关合约交易限额的通知》明确，自3月4日（即3月3日夜盘）交易起，非期货公司会员、境外特殊非经纪参与者、客户在原油、低硫燃料油和集运指数（欧线）已上市期货合约的交易限额调整，原油期货已上市合约的日内开仓交易的最大数量为1200手；低硫燃料油期货已上市合约的日内开仓交易的最大数量为6000手...

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Key Points Cannell Capital sold 20,801 shares of Cavco Industries in the fourth quarter. The quarter-end position value decreased by $11.97 million, reflecting both trading and price movement. The post-trade stake stood at 11,360 shares valued at $6.71 million. 10 stocks we like better than Cavco Industries › On February 17, 2026, Cannell Capital disclosed in an SEC filing that it sold 20,801 shares of Cavco Industries (NASDAQ:CVCO), an estimated $11.79 million trade based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Cannell Capital sold 20,801 shares of Cavco Industries in the fourth quarter. The estimated transaction value was $11.79 million, based on the period’s average closing share price. The fund’s position in Cavco Industries ended the quarter at 11,360 shares, with a reported value of $6.71 million. The net position change, including market price movement, totaled $11.97 million. What else to know Cannell Capital’s Cavco Industries holding now represents 3.25% of reportable U.S. equity AUM, down from 9% before the trade. Top five holdings as of the filing: NYSE: NOA: $15.45 million NASDAQ: EOSE: $14.99 million NASDAQ: SNDL: $14.54 million NYSE: NPKI: $11.21 million NYSE: NGS: $10.98 million As of February 17, 2026, Cavco Industries shares were priced at $585.29, up 9% over the past year and underperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Price (as of market close 2/17/26) $585.29 Market Capitalization $4.57 billion Revenue (TTM) $2.20 billion Net Income (TTM) $184.42 million Company snapshot Cavco Industries manufactures and retails factory-built homes, modular homes, park model RVs, vacation cabins, and commercial structures under multiple brand names. The company generates revenue through the sale of factory-built housing, mortgage origination, and insurance services for manufactured home buyers. It serves homebuyers, ind...

机构指出，电子气体为泛半导体制造领域的关键材料。晶圆制造工艺从成熟节点向先进制程迭代，晶体管结构从平面向3D立体化演进，单位晶圆对电子气体的消耗需求或将大幅增长，叠加晶圆厂不断扩产，电子气体市场有望迎来超预期的非线性扩张。 随着晶圆厂区域化趋势加剧以及对数据中心和边缘设备中AI芯片需求的激增，全球晶圆扩产预期较为明确。根据SEMI报告，其预计2028年全球12英寸晶圆月产能将达到1110万片规模，对应2024-2028年期间CAGR约为7%。在先进制程中，极少量的杂质或颗粒就可能对芯片性能和良率造成明显影响，因此对电子化学品的纯度、稳定性和一致性提出了更高要求。光大证券指出，随着先进制程的推进，对于电子化学品供应商的综合能力提出了更高的要求。在此背景下，只有具备技术实力、规模优势和长期客户合作基础的头部供应商，才能持续满足先进制程需求并获得核心订单，行业竞争格局有望向头部供应商集中。 据财联社主题库显示，相关上市公司中： 九丰能源 特种气体产品主要应用于商业航天、半导体、消费电子、低空经济等领域。截至2025年6月底，公司已完成四川泸州100万方/年精氦项目的建设，氦气产能规模提升至150万方/年。 华特气体 加速推进乙硅烷、溴化氢、三氯化硼等高端电子特气新产品的成果转化和认证进程，目前，公司新产品乙硅烷、溴化氢、三氯化硼均已经产生销售订单，实现成果转化。

据媒体报道，全球汽车制造行业正在加快应用人形机器人，德国汽车巨头宝马、日本汽车制造商丰田以及中国的小米等公司近期接连宣布，将在其工厂中引入人形机器人，参与到复杂的零部件组装工作中。 GGII在《蓝皮书》中预测，到2035年，全球人形机器人市场销量将超过500万台，市场规模将超过4000亿元。爱建证券表示，多家人形机器人整机厂商加大资本开支，推进量产节奏，同时其他智能终端厂商着力布局人形机器人赛道，行业竞争主体扩容，整机端竞争强度提升，行业利润或更多向具备规模与技术壁垒的环节集中。同时，相关供应链企业在海外加速产能布局，强化规模化制造能力，建议关注量产节奏相对清晰、订单确定性较高的头部整机厂商供应链企业。 据财联社主题库显示，相关上市公司中： 强瑞技术 的机器人灵巧手精密零部件产品已通过客户验证。 四会富仕 有部分PCB产品间接应用于机器人领域。

据The Information报道，过去数月内，美国三大区域电网运营商（得克萨斯州、中大西洋地区和中西部电网管理部门）相继获批了总计750亿美元的输电扩容项目，核心是建设一批765千伏超高压线路，将成为美国史上规模最大、输电能力最强的电力线路。 目前全美唯一具备765千伏变压器生产能力的企业是位于田纳西州孟菲斯的晓星HICO工厂。该厂上月斩获5.41亿美元设备订单，并启动2.08亿美元产能扩建，员工数量将增至800多人。即便如此，HICO美国公司负责人坦言：“未来两年的产能已几乎全部排满……我们无法满足所有需求。” 根据海关总署数据，2025年全年变压器累计出口金额为90.36亿美元，累计增速34.83%，金额创历史新高。长城证券研报指出，美国变压器的交付周期已经从50周延长至120周以上。中国电网设备相关企业在交付时间、技术、成本等方面具备相对优势，变压器等设备的出口订单有望持续受益。 据财联社主题库显示，相关上市公司中： 望变电气 是国内少数打通取向硅钢-铁心-变压器全链条的企业，公司取向硅钢积极拓展全球市场，产品远销东南亚、中东、欧美等地区。 双杰电气 主营新能源建设和智能电气设备，公司积极布局海外市场，较早切入欧洲市场，变压器已取得UL认证支撑切入北美市场。

OpenAI首席执行官萨姆·奥特曼周二在一次全员会议上告诉员工，该公司无权就美国国防部如何使用其人工智能技术做出运营决策。 会议记录显示，奥特曼表示：“也许你认为对伊朗的打击行动是好事，而对委内瑞拉的入侵是坏事。但你无权对此发表意见。” 此次会议发生在OpenAI宣布与美国国防部达成合作协议的四天后，在那几个小时后，美国和以色列便开始对伊朗发动空袭。 据一位知情人士透露，奥特曼告诉员工，美国国防部尊重OpenAI的技术专长，希望了解其模型在哪些方面适用，并将允许该公司构建其认为合适的安全架构。 但奥特曼表示，美国国防部也明确表示，运营决策权归国防部长皮特·赫格塞思所有。奥特曼自宣布与五角大楼达成协议以来，一直饱受批评，其中包括一些OpenAI员工的批评。此前不久，他的竞争对手Anthropic被美国国防部列入黑名单，并被贴上了“国家安全供应链风险”的标签。美国总统特朗普也指示美国所有政府机构“立即停止”使用Anthropic的所有技术。 据报道，Anthropic的人工智能被用于周末对伊朗的袭击，以及在今年 1 月美军在委内瑞拉的行动。 奥特曼在多个社交媒体平台上为OpenAI的合同辩护，但他承认该合同“看起来投机取巧且草率”，并认为该公司“不应该在周五就匆忙发布”。当天，他在X网站上发帖称，美国国防部“展现了对安全的深切尊重，以及寻求合作以达成最佳结果的愿望”。 Anthropic是首家将其模型部署到美国国防部机密网络的实验室，在谈判破裂前，该公司一直在努力就合同的后续条款进行谈判。Anthropic希望确保其模型不会被用于制造完全自主的武器或对美国公民进行大规模监控，而美国国防部则希望Anthropic同意军方在所有合法用途中使用这些模型。 去年，OpenAI获得了美国国防部价值2亿美元的合同，这使得该机构得以在非机密应用场景中使用这家初创公司的模型。新的合作协议将允许该公司将其模型部署到国防部的机密网络中。 埃隆·马斯克的xAI也已同意将其模型部署到机密应用场景中。 “我相信，我们有望拥有最好的模型，这将促使政府愿意与我们合作，即使我们的安全机制让他们感到不满，”奥特曼周二表示，“但至少还会有另一个参与者，我猜想那就是 xAI，它实际上会说‘我们会做任何你让我们做的事’。” 责任编辑：于健 SF069

格隆汇3月4日｜据证券日报，近期，多家民营银行密集下调中长期存款利率，2年期、3年期、5年期定期存款产品利率普遍降至2%以下，正式进入“1字头”时代。今年年初以来，辽宁振兴银行、安徽新安银行等已完成多轮调整，中长期存款利率明显走低，部分产品出现利率期限倒挂现象。 国家金融监督管理总局发布的2025年四季度银行业主要监管指标数据显示，截至2025年四季度末，商业银行净息差为1.42%，与三季度末、二季度末持平。分机构类型看，民营银行净息差为3.83%，虽高于行业平均水平，但已呈现小幅收窄态势。

Arne Slot described Liverpool’s defeat at Wolves as an episode that “sums up our season” and warned his squad they must address their shortcomings. André’s 94th-minute strike, deflected in via Joe Gomez, represented the fifth winning goal Liverpool have conceded in stoppage time this season and Slot bemoaned a familiar theme as his team struggled to create chances from open play. Liverpool looked to have rescued a point through Mohamed Salah, the Egyptian cancelling out Rodrigo Gomes’s opener in the 83rd minute, but in added time André seized on a clearance by Alisson to compound Liverpool’s frustrations. Liverpool return to Molineux on Friday in the FA Cup fifth round. Asked to sum up his emotions, Slot said: “Same old story. Recently we are picking up points because we score many times from set pieces, but what didn’t change in the last five, six seven games is that we struggle and find it very hard to score from open play chances that we do create. We had far more possession than the other team, we have created more in open play in general than the other team but have struggled to score from open play. “That has happened to us so many times this season. That it happened in injury time may be a coincidence, although it has happened so many times. Recently we have scored a lot from set pieces. Again we had a lot of set pieces but in the first half were very poorly taken. We hardly gave away a chance today, we gave away one chance and conceded two.” Liverpool remain fifth in the ­Premier League, three points behind Manchester United and Aston Villa, who play Newcastle and ­Chelsea respectively on Wednesday. “My expectations have changed throughout the season … I expected more from us than where we are fighting now,” Slot said of the battle to qualify for the Champions League. “We didn’t help ourselves with this result. There are still eight ­Premier League games to play so we are ­coming closer and closer to the end. We have to do better and play better. We had enou...

Source: Bloomberg, 6:17

A US judge sided with Uber Technologies Inc. in its complaint that American Transit Insurance Co. , the largest taxi insurer in New York City, failed to defend the ride-hailing company in crash cases involving its drivers. ATIC breached its duty to defend Uber in 23 lawsuits brought against the rideshare company and its drivers over crashes involving bodily injuries, US District Judge Analisa Torres said in an order Tuesday. ATIC is liable for resulting damages, and is also required to pay for Uber’s legal fees in the lawsuits. ATIC did not immediately respond to a request for comment. The decision comes as the city’s for-hire vehicle industry has been reeling from ATIC’s insolvency. ATIC had, in part, built its almost 60% market share on low policy rates. That has contributed to decades-long financial troubles as the company didn’t have enough money to cover the losses it insured, Bloomberg News reported in 2024. Read More: NYC’s Top Taxi Insurer Is Insolvent, Risking Transit Chaos In its February 2024 complaint, Uber said ATIC’s failure to honor coverage for its drivers left Uber to pay “substantial amounts” to defend itself. “The court’s decision is an important step toward ensuring insurers meet their obligations, but it doesn’t change the bigger reality that New York’s system is being exploited in ways that drive up costs for everyone,” said Uber spokesperson Josh Gold. Read More: New York Says Cab, Rideshare Insurance Rates to Rise 25% Uber has made a multimillion-dollar lobbying push for insurance reforms to help drive down costs, including supporting New York Governor Kathy Hochul ’s recent proposals to crack down on staged-crash fraud and lawsuit abuse. The company has also filed several racketeering lawsuits around the country, including in New York , Los Angeles and Florida , accusing law firms and clinics of taking advantage of insurance policies and getting large payouts.

据伊朗法尔斯通讯社3日报道，伊朗伊斯兰革命卫队海军副司令穆罕默德·阿克巴尔扎德表示，霍尔木兹海峡已完全处于伊朗海军的控制之下，十多艘油轮在该海峡被炮弹击中。阿克巴尔扎德说，革命卫队海军多次警告霍尔木兹海峡处于战争状态，任何船只都可能被炮弹或无人机击中。但仍有十多艘油轮无视警告，已被炮弹击中并烧毁。阿克巴尔扎德强调，在伊朗宣布霍尔木兹海峡禁止航行后，油轮、商船和渔船已无法通过该海峡。（新华社）

来源：环球市场播报 据德国《商报》 （Handelsblatt） 援引Inovev的数据称，特斯拉柏林超级工厂2025年生产了约 14.9万辆汽车，而该工厂的额定年产能为 37.5万辆，意味着其产能利用率只有约40%。 该报道称，特斯拉的这家旗舰工厂正面临自2022年3月22日投产以来最低的产量，当时该厂在年中产能提升后共生产了 50300 辆汽车。 自那以来，该厂的产量似乎在逐年下降：从 2023 年的 211235 辆降至 2024 年的 192801 辆，直至2025年的这一数字。《商报》还报道称该工厂的利润率约为 0.74%。 特斯拉柏林工厂负责人安德烈·蒂里格在社交媒体上对这些数据提出了质疑，他声称 2025 年的实际产量超过了 20 万辆；他还表示产量下降的部分原因是 Model Y Juniper 的第一季度发布暂停所致。他没有提供其他利润率数据。值得注意的是，Juniper 并未扭转当年特斯拉在整个欧洲大陆所呈现的销售下滑趋势。 有关产量下降的报道引起了不同立场人士的联合反应。国际金属工会（IG Metall）独立地证实了蒂里格的说法，称他们认为该厂的实际产量很可能超过 20 万辆。 2025 年，特斯拉在欧洲销售了约 23.5 万辆汽车，同比下降 28%。德国注册量同比下降 48%。 2026 年 1 月，特斯拉在德国的销量下降了 59%，荷兰下降了 81%，挪威下降了 93%。东南亚和中东及北非地区市场的增长增加了约 70,000 份注册量，但这不足以抵消其他地区的下降。