(RTTNews) - Ardent Health, Inc. (ARDT) revealed a profit for fourth quarter that Dropped, from last year and missed the Street estimates. The company's bottom line came in at $44.96 million, or $0.32 per share. This compares with $114.20 million, or $0.81 per share, last year. Analysts on average had expected the company to earn $0.35 per share. Analysts' estimates typically exclude special items. The company's revenue for the period fell 0.1% to $1.605 billion from $1.606 billion last year. Ardent Health, Inc. earnings at a glance (GAAP) : -Earnings: $44.96 Mln. vs. $114.20 Mln. last year. -EPS: $0.32 vs. $0.81 last year. -Revenue: $1.605 Bln vs. $1.606 Bln last year. FY26 Revenue Guidance: $6.400 Bln - $6.700 Bln. FY26 EPS Guidance: $0.90 - $1.27. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Hawaiian Electric Industries Inc. (HWI.DE) 公司概況及事件 Yahoo 財經

The United States has ordered non-emergency staff at two Pakistani consulates to leave the country and granted permission for staff to leave missions in Saudi Arabia, Cyprus and Oman as Iran retaliates over US-Israeli raids The State Department ordered non-emergency US government employees and their family members at the consulates in Lahore and Karachi to leave Pakistan due to “safety risks”, the US embassy in Islamabad said in a statement on Wednesday. It said there was no change to the embassy’s status. Advertisement At least 25 people died in weekend protests in Pakistan against the US-Israeli strikes on Iran , with hundreds of protesters attempting to storm the consulate in Karachi, the country’s most populous city. Containers are placed for added security on a road leading to the US consulate in Karachi, Pakistan, on Wednesday. Photo: EPA US Marines opened fire on demonstrators during the storming of the Karachi consulate, two officials said on Monday – a rare use of force at a diplomatic post that could sharply escalate tensions in the country. Advertisement Citing initial information, the two US officials said it was unclear whether rounds fired by Marines struck or killed anyone. They also did not know whether shots were also fired by others protecting the mission, including private security guards and local police.

逆天了！Anthropic一路狂飙，全美市场份额飙至70%，给OpenAI留下30%的活口。更离谱的是，其年化收入近200亿美金，2周暴涨50亿。如今，所有人都在用脚投票Claude。 Anthropic不仅赢了，还赢得非常彻底！ 如今，全网都被这一张图刷屏了—— 2026年2月， Anthropic在美国整个市场份额飙升近70% ，迅速反超OpenAI。 短短一年的时间， ChatGPT原本90%份额，被Claude吃掉了大部分 。 更劲爆的是， Anthropic年化收入（ARR）再次刷爆纪录，接近200亿美元 。 仅用两周的时间，飙涨了50亿美元！ 以财富TOP 500营收中位数166.4亿刀做参考，不得不感慨，Anthropic规模实在太庞大了。 年收入翻倍，狂飙200亿美金 Anthropic营收的表现实属令人惊讶，毕竟当下，它成为了被全美政府机构被封杀的「头号公司」。 可以说，它正陷入一场「一半是海水，一半是火焰」的极端境地。 一方面，Anthropic的搞钱能力令人咋舌。 Dario Amodei在一场会议透露称，公司运行年收入已飙升至近200亿美元。 相较去年底90亿美元，还翻了一倍多 。再从更大时间跨度看，收入倍增速度足够让人瞠目结舌。 这种疯狂的增长，主要归功于Claude的强大表现。 尤其是，从2026年一开年，Claude Code意外爆火全网，旗舰Opus 4.6让Claude彻底脱胎换骨。 2月份，Claude Cowork相继杀出，十几个插件的更新，让全球软件股巨崩，市值蒸发近万亿。 上个月，Anthropic还曾公布了新一轮300亿美金的融资，估值直接站上了3800亿美元的巅峰。 与此同时，一份亮眼的成绩单随之公布，让整个硅谷感到战栗—— 其运行年收入（run-rate revenue）已飙升至140亿美元， 连续3年实现每年超10倍的爆炸式增长 。 更具统治力的数据在于企业渗透率。 过去一年里， 每年在Claude上花费超过10万美元的客户数量增长了7倍 ；年支出超100万美元的大客户，从两年前的十几家激增至500多家。 在财富10强企业中，已有8家成为了Claude的忠实用户。 仅Claude Code，去年5月才上线Agent编程工具，运行年收入已突破25亿美元。 凭借着丝滑的编程体验，Claude Code已在开发者圈层中，疯...

文章提及标的 燃油主力合约 -- 原油 -- 上期所燃油主力合约大涨5%，报3985元/吨。 伊以冲突再起 一图深挖原油产业链背后赚钱机会>>>

Meta Platforms, Inc. (NASDAQ:META - Get Free Report) COO Javier Olivan sold 926 shares of Meta Platforms stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $637.21, for a total transaction of $590,056.46. Following the sale, the chief operating officer owned 16,113 shares in the company, valued at $10,267,364.73. This represents a 5.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Javier Olivan also recently made the following trade(s): On Monday, March 2nd, Javier Olivan sold 629 shares of Meta Platforms stock. The stock was sold at an average price of $637.21, for a total value of $400,805.09. On Monday, February 23rd, Javier Olivan sold 629 shares of Meta Platforms stock. The shares were sold at an average price of $652.68, for a total value of $410,535.72. On Monday, February 23rd, Javier Olivan sold 926 shares of Meta Platforms stock. The shares were sold at an average price of $652.68, for a total value of $604,381.68. On Tuesday, February 17th, Javier Olivan sold 629 shares of Meta Platforms stock. The stock was sold at an average price of $639.18, for a total transaction of $402,044.22. On Tuesday, February 17th, Javier Olivan sold 172 shares of Meta Platforms stock. The stock was sold at an average price of $639.18, for a total transaction of $109,938.96. On Sunday, February 15th, Javier Olivan sold 2,461 shares of Meta Platforms stock. The stock was sold at an average price of $639.77, for a total value of $1,574,473.97. On Monday, February 9th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $663.19, for a total value of $342,869.23. On Monday, February 2nd, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $714.60, for a total transaction of $369,448.20. On Monday, January 26th, Javier Olivan sold 517 sh...

文章提及标的 原油主力合约 -- 布伦特原油 -- 上期所原油主力合约暴涨13%，报706.4元/桶。布伦特原油涨超2%，现报83.05美元/桶。

美国目前增长最快的包子品牌，是 Wow Bao 。 很多人以为，包子出海，一定是华人创业者在美国苦心经营的故事，但现实有点意外。 美国的Wow Bao是我在写《 包子、馒头与面包，终有一战 》文章时发现的第3个创新案例。 前2个案例分别是：日本单店年销3189万的 551蓬莱 ，一年营收接近20亿元人民币；以及拿下韩国80%蒸包市场的 三立Hopang ，一年营收约5亿元人民币。 而美国的Wow Bao，成立于2003年，规模是这3家中最小的，目前预估的营收仅为1100万-1500万美元（可能为2023年），但它在近年崛起的速度非常快，2024年零售销售额增长超过370%，2025年零售产品成功进入了全美超过1.5万家超市（包括沃尔玛、山姆会员店、Target、Food Lion、Meijer等主流连锁），而在2023年初这个数字仅为350家。 2025年7月，Wow Bao的CEO Geoff Alexander在LinkedIn上分享了一项里程碑数据：品牌在美国各大商超渠道的预包装包子单周销量突破10万盒，相当于平均每6秒卖出一盒包子。 Wow Bao这个品牌，有很多让我意外的地方。 551蓬莱 是选择极简与新鲜——半工业化、半手工，几十年只打一个核心猪肉包，但它的模式让它无法走出日本关西地区；韩国三立Hopang则选择极致工业化与互联网式创新，迭代出数百种口味，它的崛起是靠给全国便利店送蒸锅“垄断了终端”，虽然它已经出口到20多个国家，但没有真正进入亚洲消费者以外的人群。 而Wow Bao的独特之处在于，它是一个由地道美国人创立的包子品牌，一开始就是面向美国主流市场，而且，是典型的美国餐饮标准化的故事。 它先成为别人家厨房的“外挂”，后来再选择主要进入零售渠道，2017年，它在芝加哥试验开自动化门店，没有收银员，全自助点餐、自动取餐，用系统管理。它证明了一件事——包子可以像汉堡一样被标准化。 它还完全避开了亚洲超市的竞争，卖得比传统包子更贵，根据美国零售消费数据机构SPINS的数据，Wow Bao在美国主流商超渠道占据了 冷冻包子（Frozen Bao）细分市场91%的份额。 Wow Bao也一点不谦虚地说自己是：美国销量第一的包子、美国人最爱的包子（America’s favorite bao）。 它的故事还蛮好玩的，它也不是一个爽文的故事，Wow Bao现...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (MU) just saw its stock affected by a broad risk-off move, as investors reacted to rising energy prices and Iran related geopolitical concerns that pressured memory and storage names across the board. See our latest analysis for Micron Technology. That selloff sits against a very different longer term picture, with a 90 day share price return of 76.82% and a 1 year total shareholder return that is over 3x. This suggests strong momentum despite a recent 30 day share price pullback of 8.46%. If Micron’s AI data center story has your attention, it may be a good time to see what else is moving and check out 35 AI infrastructure stocks as another way to source ideas. With Micron now trading near US$400.77 after a sharp pullback, and sitting just below many fresh analyst price targets, the key question is simple: is there still mispricing here or has the market already baked in the AI upside? Most Popular Narrative: 21.1% Undervalued Micron Technology's most followed narrative puts fair value at $507.88 per share, well above the last close at $400.77. This frames a clear valuation gap before you even look at the details. Micron Technology stands at a fascinating crossroads where the promise of a powerful, AI-driven supercycle meets the persistent risks of a volatile industry. The core investment thesis is a bet that the structural, long-term demand for high-performance memory, particularly HBM, will be strong enough to fundamentally change the company's profitability and mitigate the historical boom-and-bust cycles. Read the complete narrative. Curious how a memory producer gets to that kind of fair value gap? The narrative leans heavily on faster revenue growth, higher margins, and a richer future earnings multiple. If you want to see exactly how those pieces fit together, the full na...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (MU) just saw its stock affected by a broad risk-off move, as investors reacted to rising energy prices and Iran related geopolitical concerns that pressured memory and storage names across the board. See our latest analysis for Micron Technology. That selloff sits against a very different longer term picture, with a 90 day share price return of 76.82% and a 1 year total shareholder return that is over 3x. This suggests strong momentum despite a recent 30 day share price pullback of 8.46%. If Micron’s AI data center story has your attention, it may be a good time to see what else is moving and check out 35 AI infrastructure stocks as another way to source ideas. With Micron now trading near US$400.77 after a sharp pullback, and sitting just below many fresh analyst price targets, the key question is simple: is there still mispricing here or has the market already baked in the AI upside? Most Popular Narrative: 21.1% Undervalued Micron Technology's most followed narrative puts fair value at $507.88 per share, well above the last close at $400.77. This frames a clear valuation gap before you even look at the details. Micron Technology stands at a fascinating crossroads where the promise of a powerful, AI-driven supercycle meets the persistent risks of a volatile industry. The core investment thesis is a bet that the structural, long-term demand for high-performance memory, particularly HBM, will be strong enough to fundamentally change the company's profitability and mitigate the historical boom-and-bust cycles. Read the complete narrative. Curious how a memory producer gets to that kind of fair value gap? The narrative leans heavily on faster revenue growth, higher margins, and a richer future earnings multiple. If you want to see exactly how those pieces fit together, the full na...

天赐材料在九江成立特种材料科技公司 2026-03-05 09:11:38 来源： 同花顺7x24快讯 分享 文章提及标的 橡胶制品 -- 天赐材料 -- 橡胶 -- 企查查APP显示，近日，九江天赐特种材料科技有限公司成立，注册资本1000万元，经营范围包含：日用化学产品制造，日用化学产品销售，橡胶制品（881266）制造，橡胶制品（881266）销售等。企查查股权穿透显示，该公司由天赐材料（002709）全资持股。(人民财讯)

Elon Musk testified he had to pay full price to buy Twitter Inc. in 2022 because the Delaware judge in the company’s lawsuit to make him consummate the $44 billion deal was “biased” against him. Musk has openly complained before about Delaware Chancery Court’s chief judge, Kathaleen St. J. McCormick . But his testimony at a San Francisco trial revisiting the tumultuous buyout marked the first time the world’s richest person has publicly said why he ultimately decided to back down in his fight with Twitter. Musk told jurors Wednesday that his lawyers warned him that he was unlikely to defeat Twitter’s suit because McCormick “was extremely biased against me.” She issued several pretrial rulings that favored the company. “The lawyers said there was no choice” but to give in, he added. The jury is hearing claims by Twitter investors that Musk defrauded them by manipulating the platform’s share price so he could acquire it more cheaply. On the witness stand, Musk downplayed the market influence of various tweets he posted in 2022 criticizing the company, saying he was just speaking his mind. A Delaware court representative didn’t immediately respond outside regular business hours to a request for comment on Musk’s complaint about bias. In a separate case, McCormick twice voided Musk’s Tesla Inc. pay package — which had set a record for executive compensation in the US when he agreed to it in 2018 — but the Delaware Supreme Court reinstated it in December. McCormick’s ruling against Musk prompted him to move Tesla from Delaware — corporate home to more than 60% of Fortune 500 companies — to Texas. Other firms including Dropbox and TripAdvisor also left the state. To protect its incorporation business, Delaware responded by enacting legislation to give controlling shareholders more latitude under the state’s laws.

Amarjothi Spinning Mills Limited (AMARJOSP.BO) 風險 Yahoo 財經

Eoneren/iStock via Getty Images Introduction I shall begin this note by reminding readers that banks are highly leveraged entities that are sensitive to changes in underlying economic conditions that are outside their control. As a result, when things unexpectedly come along (as they always do) that cause investors to feel worried about the economic outlook, bank share prices often get smashed. Conversely, when fears subside and investors become complacent about risk, bank share prices can run hard. Leverage is two-directional. Movements in the Barclays PLC ( BCS ) share price over the last twelve months demonstrate the above nicely. From here on, I will refer to Barclays as BARC, which is the code that the company trades under on the London Stock Exchange. Going back to the first round of US tariff madness in April 2025, BARC hit a low of 223.75p. Had you invested at that low point, by early February 2026, when BARC peaked at 506.40p, you'd have been sitting on a gain of 126%. In addition, you'd have picked up a nice little 1.3% dividend yield. Unfortunately, if you hadn't sold any of your holdings into the early February 2026 peak, with BARC now trading back down at ~430p, you're probably presently thinking that you got a little too greedy. When things are going well for banks, I often see research notes that seem to suggest that banks are steady, predictable money-making machines. For UK banks in particular, of late I've noticed a lot of commentary about the supposedly locked-in massive future profits from structural hedge books (which are essentially an interest rate risk management tool). Readers of my prior work on BARC will be aware that I have a far less bullish opinion regarding UK banking structural hedge books. I think that the swings in the BARC share price nicely demonstrate the fallacy of the structural hedge bull case - if the touted huge structural hedge profits were indeed locked in, why would the BARC share price move around so violently? Surely th...

For more than 50 years, Microsoft Corporation (MSFT) has been one of the world’s most influential companies, now a titan in software (Microsoft 365), cloud computing (Microsoft Azure), and AI technology (Microsoft Copilot). The company revolutionized society by transforming computers from ...

图：视觉中国 代表建议，鼓励大学生加入家政行业 全国人大代表卓长立在接受中国新闻周刊采访时表示，家政服务业市场规模已突破1.3万亿元，从业人员超3800万人，

比特币升破73000美元，日内涨0.54%。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Tesla, Inc. (NASDAQ:TSLA) is one of the best WallStreetBets stocks to buy according to analysts. On March 2, Tesla, Inc.’s (NASDAQ:TSLA) February sales were reported in a handful of European markets. In Portugal, the company’s sales went up by more than 100% compared to the same period last year. France saw sales rise by 55%. Other key markets like the UK and Germany are set to report this week as well. On February 20, Tesla, Inc. (NASDAQ:TSLA) announced the launch of a more affordable version of its Cybertruck in the United States. The dual-motor all-wheel-drive model is priced at $59,990, making it the cheapest option in the lineup so far. At the same time, the company also cut the price of its high-end Cyberbeast model from $114,990 to $99,990 based on the pricing listed on its website. While Tesla, Inc. (NASDAQ:TSLA) continues to introduce new products, it is also facing legal challenges. On February 20, a federal judge rejected the company’s attempt to overturn a $243 million jury verdict tied to a fatal Autopilot crash in Florida. This decision marked a major setback for the automaker as it is facing a growing number of lawsuits related to its driver-assistance technology. U.S. District Judge Beth Bloom in Miami said that the evidence presented during the trial strongly supported the jury’s decision. For investors, this means the regulatory headwinds that the company often faces in terms of public safety aren’t going away anytime soon. Tesla, Inc. (NASDAQ:TSLA) is a developer, manufacturer, designer, lessor, and seller of electric vehicles and energy generation and storage systems. The company operates across China, the United States, and globally. It operates through the Automotive and Energy Generation and Storage segments. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit sig...

Getty Images Dear partners, Throughout the more than five years since the Fund was launched, our portfolio had no component of either the S&P 500 index or of the ACWI ( ACWI ) in our portfolio. In letters and presentations, I repeatedly mentioned that they are not benchmarks, and our portfolio has no similarity to any well-known index. So why compare its performance to such ETFs at the table below? Annual ACWI SPY ( SPY ) 2020 ( DEC ) 3.7% 3.4% 3.3% 2021 23.2% 16.6% 27.0% 2022 -17.1% -19.8% -19.5% 2023 8.6% 19.9% 24.3% 2024 35.8% 15.5% 23.3% 2025 31.1% 20.4% 16.8% 2026 ( JAN ) 15.9% 2.8% 1.1% Accumulated 137.2% 66.6% 88.8% Annualized 18.2% 10.4% 13.4% Click to enlarge ACWI and SPY are ETFs that track the performance of the MSCI All-Country World and the S&P 500 indexes, respectively. Well, it has to be compared to something. It could be compared to bitcoin or gold (more on that later), and it would make just as little sense. The above-mentioned ETFs are low-cost, easy to invest alternatives that anyone could buy to have exposure to equities - at least we are talking about the same asset class. Arguably, the marked-to-market returns of a concentrated (mostly) equities fund such as ours is non-recurring by its own nature. Even by these standards, the 42% annualized returns (net of all fees and expenses) obtained over the last 25 months (i.e., 2023 year-end to January 2026) were considerably more atypical than anything I could hope for. Luck has played a big part in it. By the same logic, the drawdown of -32% from October 2021 to October 2022 was just as atypical. Neither of these outcomes was substantiated by similar underlying economic development of the companies invested - which are usually much smoother. What is recurring is your steadfast trust and commitment through both good and bad times. I am grateful for that. When to sell I have frequently been asked about how I make the decision to sell. Plenty of famous investors / fund managers developed a whole philosop...

is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. On Wednesday, the White House posted a video of actual military strikes on Iran in the style usually seen in Call of Duty highlight videos, and started the video with a clip from Call of Duty. The real-life footage of missiles and other munitions hitting targets in Iran shows clips seen in other Trump administration videos, like this one posted to the U.S. Central Command X account. As noted by The Washington Post’s Drew Harwell, the animation at the start appears to be from Call of Duty: Modern Warfare III when a player activates a killstreak reward that launches a nuclear strike. The administration has repeatedly used games as a basis for social media posts promoting its agenda. In September, the Department of Homeland Security (DHS) shared a video montage of ICE raids with the caption “Gotta Catch ‘Em All” set to the theme song from the original Pokémon TV show. A DHS post recruiting ICE officers used a Halo image with the text “DESTROY THE FLOOD.” Activision and Xbox didn’t immediately reply to a request for comment.

我国发展向新向优彰显蓬勃活力 人工智能等研发应用走在世界前列 2026-03-05 09:09:45 来源： 同花顺7x24快讯 分享 文章提及标的 人工智能 -- 量子科技 -- 新能源汽车 -- 能源 -- 集成电路 -- 政府工作报告说，一年来，我国发展向新向优、彰显蓬勃活力。新质生产力稳步发展，科技创新成果丰硕，人工智能（885728）、生物医药、机器人、量子科技（885730）等研发应用走在世界前列，芯片自主研发有了新突破，天问二号开启“追星”之旅，北斗规模应用全面拓展，雅下水电工程开工建设，首艘国产电磁弹射型航母福建舰正式入列，国产大模型引领全球开源生态。产业结构持续优化，高技术制造业、装备制造业增加值分别增长9.4%、9.2%，工业机器人、集成电路（885756）产量分别增长28%、10.9%，新能源汽车（885431）年产量超过1600万辆，电动汽车充电设施突破2000万个。单位国内生产总值能耗降低5.1%，生态环境质量持续改善。(新华社)

格隆汇3月5日｜亚马逊证实在机器人部门裁员，涉及至少100人。公司称，会定期审查组织架构，以确保团队能够以最佳方式进行创新并为客户提供服务。亚马逊在1月裁员约16000人，当时暗示裁员还会继续。

NiseriN/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to TCI Fund Management's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/17/2026. Please visit our Tracking Chris Hohn's TCI Fund Management 13F Portfolio article for an idea of their investment philosophy and our last update for the fund's moves during Q3 2025. This quarter, TCI Fund Management's 13F portfolio value increased from $52.70B to $53.65B. The number of positions remained steady at 9. The top three holdings are at ~60%, while the top five are close to ~84% of the 13F assets: GE Aerospace, Visa, Microsoft, Moody's, and S&P Global. Note: In May 2025, during an interview with Chris Hohn, it was disclosed that they hold significant stakes in Safran SA ( SAFRY ) and Aena SME S.A. ( ANYYY ). Stake Increases: Microsoft Corporation ( MSFT ) : MSFT is a large (top three) ~15% of the portfolio stake established during Q4 2023 at prices between ~$313 and ~$383. There was a ~14% stake increase during Q3 2024 at prices between ~$394 and ~$467. That was followed by a ~17% stake increase in the next quarter at prices between ~$405 and ~$454. Q1 2025 also saw a ~24% stake increase at prices between ~$367 and ~$448. The stock currently trades at ~$405. The last three quarters only saw minor adjustments. Note: MSFT had a previous round trip. A ~12% MSFT stake was built in the 2017-18 timeframe at prices between ~$60 and ~$115. There was a ~50% selling in 2019 at prices between ~$100 and ~$160. There was a ~48% reduction during the two quarters through Q2 2023 at prices between ~$222 and ~$348. The stake was disposed of in the next quarter at prices between ~$312 and ~$358. S&P Global Inc. ( SPGI ) : The ~12% of the portfolio SPGI stake was first purchased in 2017 and built in 2019 at prices up to ~$275. Q1 2021 saw a ~150% stake increase at prices between ~$306 and ~$362, while in H2 2021 there was a ~37% selling a...

财联社3月5日讯（编辑 潇湘） 在中东战火下，传统的避险资产美国国债，眼下的走势似乎比美股等风险资产还要不堪…… 行情数据显示，在美股周三迎来强势反弹之际，美债的抛售浪潮则依然未能停歇——素有“全球资产定价之锚”之称的10年期美债收益率周三连续第三个交易日攀升，尾盘上涨3.65个基点报4.096%。 债券收益率与价格反向。 从本周迄今的走势看，美以对伊朗的袭击几乎终结了美国国债持续数周的上涨行情，并推动10年期国债收益率重回4%上方，这一走势在未来可能推高企业和消费者的借贷成本。 尽管以往类似的地缘冲突在引发股市震荡的同时，通常会促使投资者转向债券避险。但这一次，美债的避险光环却显然黯淡了不少。 对此， 不少债市交易员表示，这主要是因为中东战火同时也推高了能源价格。目前对投资者而言，能源价格上涨的影响更为关键，这加剧了通胀卷土重来的担忧，进而拖累了债券价格。 而此番美债的抛售行情也令许多人感到失望，因为此前收益率似乎正准备向下突破近期交易区间的底部。10年期国债收益率对整个经济体的借贷成本具有重大影响，其在2月份的下跌曾推动30年期抵押贷款利率降至三年多来的最低水平——6%以下。 研究机构CreditSights投资级债券与宏观策略主管Zach Griffiths指出， “当前市场正重新显现通胀的长期影响，而典型避险资金流的特征则有所减弱。” 通胀威胁笼罩债市 对投资者而言，通胀的最大威胁在于它会迫使美联储提高短期利率，或至少不按预期幅度降息。利率上升会提升货币市场基金等替代投资工具的吸引力，从而削弱中长期美债的价值。 从目前的情况看，油气价格的大幅上涨已大概率将推高整体通胀指数。自上周末伊朗遭袭以来，国际原油价格已累计上涨了约12%，目前正处于去年6月以来未见的高位。 尽管美联储官员通常关注剔除波动性较大的食品和能源类别的核心通胀，但重大的能源价格冲击则无疑将另当别论。此类冲击往往会传导至其他商品价格，并促使企业和消费者开始预期未来数年通胀将持续走高——经济学家警告称这种预期可能成为自我实现的预言。 事实上，中东冲突本周已推高了部分市场通胀预期指标。 五年期名义美债收益率与五年期通胀保值国债(TIPS)收益率之间的差距——即所谓的“盈亏平衡通胀率”，已从上周五的2.46%攀升至2.5%以上。 与此同时，投资者还下调了对美联储年内降息的预期，联邦基金期货显示两次降息...

我们正在亲历具身智能火爆一幕。 投资界获悉，极佳视界宣布完成近10亿元Pre-B轮融资，投资方阵容颇为豪华：包括中芯聚源、浦科投资、临芯资本、星源资本、万林国际等顶尖芯片和汽车产业资本，中金资本、苏创投、华强资本、长江资本、光谷产投、锡山国投、金雨茂物、新鼎资本、诺辉投资、财鑫资本、张科垚坤、诚筑投资等重磅国资平台和知名财务机构。其中，中金资本、华强资本、财鑫资本、张科垚坤等作为老股东持续超额重磅加持。 至此，又一笔具身智能融资诞生。乍看稍显陌生，极佳视界身后却是一位业界大牛——黄冠，清华博士，曾先后任职于地平线、鉴智机器人，并拥有微软亚洲研究院、三星中国研究院等机构工作经历。短短三年时间，他带领着极佳视界迅速崛起为一家具身基模和通用机器人领军企业。 此时此刻，中国具身智能赛道的融资景象有目共睹。但越是如此，越需冷静思考：具身智能下一程要去向何方？ 清华博士带队 打造物理世界的OpenAI 回过头看，黄冠是国内最早一批进入人工智能行业的人。 时间回到2009年，黄冠考入华中科技大学自动化专业。本科毕业后，他以专业课第一名的成绩进入中国科学院自动化研究所攻读硕士学位，专注于模式识别和人工智能的研究。随后，他又成为清华大学自动化系博士。 期间，黄冠来到微软亚洲研究院实习，与何恺明、孙剑等技术大牛一起工作。后在2016年，他加入了地平线，负责视觉感知方向。由他牵头创建了当时全球最大的人脸识别数据集 WebFace260M，带领团队在多个全球视觉AI比赛中获得冠军，并实现大规模产业落地。此后，黄冠又作为合伙人参与了鉴智机器人的创立，与团队开发了业界广泛认可的BEV系列模型。 可以发现，黄冠与大部分AI创业者的不同之处在于，他在物理AI方向兼具丰富的技术创新、产业落地和连续创业经验。 直到2023年6月，黄冠开启新的创业征程，正式创立极佳视界。尽管创立之初的团队只有十余人，但这支核心团队却完整经历过CV、自动驾驶、具身基模、世界模型等物理AI过去十年的发展历程。 其中，联合创始人、首席科学家朱政2019年博士毕业于中国科学院自动化研究所，此后在清华大学自动化系从事博士后研究；联合创始人孙韶言则曾任阿里云总监、地平线数据闭环产品线总经理；合伙人&工程副总裁毛继明，曾任百度、嬴彻架构师，担任过百度Apollo仿真技术负责人。 在外界看来，这是一支AI“梦之队”——既有全栈物理AI...

At the Morgan Stanley Technology, Media and Telecom conference in downtown San Francisco Wednesday, Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both, saying that once they go public, the opportunity to invest in a “consequential company like this” closes. It could be that simple. While firms sometimes pile into companies until practically the eve of their public debut in search of more upside, Nvidia is minting money selling the chips that power both companies — it’s not like it needs to goose its returns by pouring even more money into either one. Asked for comment earlier today following Huang’s remarks, a spokesman pointed TechCrunch to a transcript from Nvidia’s fourth-quarter earnings call, where Huang said all of Nvidia’s investments are “focused very squarely, strategically on expanding and deepening our ecosystem reach” — which it has presumably already accomplished with its earlier stakes in both companies. Still, a few other dynamics might also explain the pullback. Industry watchers have repeatedly flagged that investing heavily in your own biggest customers creates circular, conflicted arrangements that could have negative downstream effects. When Nvidia first announced it would invest up to $100 billion in OpenAI last September, MIT Sloan professor Michael Cusumano described it to the Financial Times as “kind of a wash,” observing that “Nvidia is investing $100 billion in OpenAI stock and OpenAI is saying they are going to buy $100 billion or more of Nvidia chips.” That circular logic may help explain why Nvidia ultimately pared back that commitment. The investment it finalized just last week, as part of a $110 billion round, came in at $30 billion — well short of the $100 billion it had once pledged. On Wednesday, Huang acknowledged as much, saying investing the full amount is “probably not in the cards.” Some have posited that bad blood between the two companies could also be a fac...