【导读】GPT-5.4，马上就要来了！目前已经开启测试，一次能写6000行代码。外媒曝出它有极限推理模型，甚至还传闻拥有永久记忆。 如果你觉得最近AI圈有点安静，太不刺激，那可能只是暴风雨前的宁静。 据多方消息，GPT-5.4，已经箭在弦上了！ LMArena上，已经出现了GPT-5.4的身影。 就在刚刚，外媒The Information，剧透了不少关于GPT-5.4的核心内幕。 消息足够炸裂：它有更长的上下文，更极限的推理模型，甚至，可能出现永久记忆！ 如果如传闻所言，这些都是真的，那这一代模型很可能不是简单的升级，而是一次能力形态的巨大跃迁。 GPT-5.4提前测试，代码炸裂曝光 最近，GPT-5.4简直在到处泄露。 从Codex错误日志、GitHub PR，到员工误发截图，短短几天时间，GPT-5.4已经被「曝光」了至少三次。 而且，这还都是OpenAI自己意外泄露出来的。 最早，是开发者Corey Noles在使用OpenAI Codex时触发了一次网络安全限制，系统返回的错误日志里出现了一串非常长的模型名称： gpt-5.4-ab-arm1-1020-1p-codexswic-ev3 这串字符最关键的，就是前面三位——gpt-5.4。 总之，这串字符串可以认为是OpenAI的内部部署ID，翻译过来就是「一个真实部署、正在测试中的GPT-5.4实验版本。」 然后，在OpenAI官方Codex仓库里，出现了两个Pull Request： 一个PR写着： minimum model version = (5, 4) 另一个PR更直接： toggle Fast mode for GPT-5.4 看起来，OpenAI给GPT-5.4加了一个「Fast Mode」开关。几小时后，两个PR就被force push删除了。 接下来，更戏剧性的一幕出现：OpenAI Codex团队的一名员工 Tibo 在社交平台上发布了一张截图。图中， 模型选择器里赫然写着GPT-5.4 。 没多久，这条帖子就被删掉了。 随后，又有开发者报告，在Codex错误信息中看到类似的模型字符串。 这更加说明，GPT-5.4已经部署在内部服务器，正在进行真实的A/B测试了。 一次提示，生成6000行代码？ 而且，目前已经有开发者报告了一个明显变化——速度！ 一些测试者表示，模型的推理明显更快，代码...

imaginima/E+ via Getty Images A surge in oil prices triggered by the U.S. and Israel’s war on Iran will improve the current account balance of only a handful of sub-Saharan African economies, while most others are likely to suffer, according to a Bloomberg Economics report. If oil prices remain around $85 a barrel, Angola, Nigeria, and Ghana could see improvements in their current account balances, while the Democratic Republic of Congo, South Africa, and Kenya may be among the hardest hit, Bloomberg Economics economist Yvonne Mhango wrote in a report on Thursday. Bloomberg Economics estimates that a $20 increase in oil prices would have sharply uneven effects across sub-Saharan Africa. Angola’s current account balance could improve by as much as 3.3% of GDP, while Nigeria’s could rise by roughly 2.3%, based on calculations using World Bank WITS data. Nigeria stands to benefit not only from crude exports but also from refined fuel sales. Nigerian billionaire Aliko Dangote this week suggested he could increase shipments from his 650,000-barrel-per-day refinery to Europe if prices remain attractive. In contrast, oil/fuel-importing economies would likely face deteriorating external balances, with South Africa’s current account worsening by about 1% of GDP and the Democratic Republic of Congo’s by as much as 3.2%. “For most African economies, higher oil prices mean weaker currencies and renewed inflationary pressure, which could put rate hikes back on the table,” Mhango said. Inflation is expected to be the biggest risk for many countries. In South Africa, fuel costs are set to rise in April, according to Central Energy Fund data, while traders have begun pricing in the possibility of an interest-rate hike later this month. For South Africa, fuel supply constraints could also emerge if India and Oman, two of its largest suppliers, curb exports. Crude oil futures ( CL1:COM ) rose +2.2% to $76.28/bbl, while Brent crude ( CO1:COM ) was up +1.5% at $82.64/bbl. Natural gas f...

记者今天（3月5日）了解到，为进一步提升特殊医学用途配方食品质量安全水平，市场监管总局修订发布了《特殊医学用途配方食品生产许可审查细则（2026版）》（以下简称《细则》），并于近日实施。《细则》调整细化了产品分类，特医食品品种从27个增加到46个。调整细化分类 产品品种增至46个特殊医学用途配方食品，也就是我们常说的特医食品，是为了满足进食受限、消化吸收障碍、代谢紊乱或特定疾病状态人群对营养素或膳食的特殊需要，专门加工配制而成的配方食品。《细则》调整细化了产品分类，从27个品种增加到46个：将全营养配方食品细化为适用于1到10岁人群和适用于10岁以上人群的两类全营养配方食品以及部分营养调整型全营养配方食品；非全营养配方食品新增术前碳水化合物配方、特定疾病非全营养配方等类别；将蛋白质（氨基酸）组件细化为蛋白质组件、必需氨基酸组件、代谢障碍氨基酸（或肽）组件等6种。这些细化措施有助于特医食品的适用人群根据自身疾病和特殊情况，在医生指导下更有针对性地选择适合的产品。（央视新闻）

xiao zhou/iStock Editorial via Getty Images Alibaba ( BABA ) said it would form a task force to accelerate ​foundation model development, following the resignation ​of its Qwen AI unit head Lin ⁠Junyang. The task force will consist of Alibaba's CEO Eddie Wu, Alibaba Group ​Chief Technology Officer Wu Zeming, and Alibaba Cloud CTO Zhou Jingren, according to a memo shared by CEO Wu to the Tongyi Laboratory colleagues, who develop the Qwen model. "Additionally, the company will establish a Foundation Model Task Force, consisting of me, Jingren and Fanyu [nickname for Wu Zeming], who will jointly coordinate group-wide resources to accelerate foundation model development, said the memo provided by Alibaba to Seeking Alpha. The letter came a day after the resignation of Lin, the technical lead for Alibaba’s Qwen foundational models. Lin said in a post on X that he was stepping down, which saw many, including Chinese AI startup MiniMax, thanking him for his contribution to the open-source community. CEO Wu said in the memo that the company accepted Lin's resignation and was thankful for his contributions. "Advancing foundation models is a core strategic priority for our future. While continuing to uphold our open-source model strategy, we will further scale up investment in AI research and development, accelerate the recruitment of top talent," said the memo. Zhou will continue ‌to ⁠lead Tongyi Laboratory — the research division within Alibaba Cloud that develops the Qwen AI models — and drive its ongoing initiatives, the memo added. More on Alibaba From Deep Value To High Growth - Rethinking My Alibaba Position Alibaba: Risk Outweighs Reward In Its Q3 Earnings Despite AI Chips Alibaba Q3 Is Critical - But Not A Catalyst Alibaba's Qwen AI unit head steps down amid other exits Alibaba offers low-cost AI coding plans with API access to up to four models

3月4日凌晨，林俊旸在X上敲下一句告别“me stepping down. bye my beloved qwen.” 就在前一天，他还在感谢马斯克给Qwen 3.5小模型点赞，团队刚在全球开源榜上包揽前四，千问App的2亿月活刚刚把阿里推上全球AI应用第三把交椅。 同一天，后训练负责人郁博文也走了，再往前推一个月，Qwen Code负责人惠彬原已经去了Meta。曾经那个把千问做成全球第一大开源模型家族的黄金班底，正在肉眼可见地散开。 林俊旸的离开，撕开了一道口子，让我们看2026开年AI大战背后更深层的暗涌。有个高赞评论说得挺狠：“如果你像评判消费级应用那样去评判基础模型团队，那么当创新曲线趋于平缓时，也就不足为奇了。”前阿里技术副总裁贾扬清也补了一刀：“对公司而言，平衡开源愿景和商业利益确实极具挑战。” 简言之，当公司开始拿DAU考核团队，当每一行代码都要换算成商业化KPI，账算不过来。 就在半个月前，几家大厂还在疯狂撒钱，用百亿预算把AI塞进上亿用户的手机里——元宝砸了10亿现金红包，千问烧了30亿请客，豆包靠着春晚把日活干到1.45亿，百度文心也投入了5亿元现金红包。 按照互联网营销的惯用逻辑，砸钱换用户取得了初步效果，数亿人在春节期间点开千问、豆包、元宝，领红包、点外卖，生成拜年祝福，或者聊天逗乐，完成了自己的AI初体验。 这场由巨头主导、以真金白银为弹药、以用户时长为目标的攻防战里，“豆千元”三家打得跌宕起伏。所有人都以为这是一场关于DAU的战争，但是大模型商业化需要另一套逻辑，后台燃烧的Token成本， 正在从财务层面传导到组织层面 。 热闹尚未散去，战争还在继续。 千问、豆包、元宝的正面会战：投放、增长 在战争史上，会战意味着双方主力在决定性时间和地点的正面交锋，结果往往左右整场战争的走向。2026年的春节，恰恰扮演了这样的角色——它不仅是日历上的一个假期，更是大厂们精心选定的决战时刻。 亿邦此前曾分析过，截止2025年12月底，AI应用正处于从“早期采用者”（尝鲜者）跨越到“早期大众”（主流用户）之间的那条关键鸿沟，豆包已经率先抵达14%的用户渗透率，元宝千问加紧追赶中。（14%的渗透率被定为创新产品进入大众市场的临界点，详见阅读《春节AI红包大战：撒钱45亿 谁先俘获大众用户？》） 春节红包大战，就是一场加速跨越鸿沟的集体冲锋。 这场战争有明确的...

JHVEPhoto/iStock Editorial via Getty Images Back in November 2025, I initiated coverage on Amgen Inc. ( AMGN ) with a buy rating. I viewed them as a cheap biotech leader as I saw strong sales growth, an impressive pipeline, and a discounted valuation relative to sector peers. The stock has gained a very respectable ~18% since then, and that is clearly shown in the rating history chart below. Amgen reported earnings back in February, and so today I'll be analyzing their fundamentals to see if the bull thesis remains intact now. Seeking Alpha Below, it is shown that the long-term looks quite bright for Amgen, as their pipeline of innovative products is impressive. However, the company's financial performance is quite mixed, as growth is slowing and AmgenNow discounts look like they are taking a toll on the company's gross margin. Moving forward, guidance for 2026 is less than ideal. With the valuation having climbed since my previous article, the risk/reward now seems to be around neutral, with current levels not offering a good entry point. Therefore, I have decided to downgrade to a hold rating. Pipeline Looks Strong Amgen Q4 Presentation Before looking at their financial results for 2025 Q4, it is important to look at their pipeline since it is usually a key indicator of the company's future and long-run performance. Above, you can see Amgen's Phase 3 pipeline for the four key therapeutic areas. They have strong candidates in each of the categories, and for rare diseases, Tepezza and Dazodalibep are both expected to have study completions in H2 2026. Therefore, there is potential for approval in the not-so-distant future, and if the treatment is indeed successful, the financial results will follow. One of the most exciting pipeline products for Amgen is likely MariTide. Currently, there is no shortage of weight management options, but Amgen believes they bring a differentiated product to the table. In their presentation at the TD Cowen 46th Annual Health Care Confe...

Davide Campari-Milano NV raised its dividend and said its plan to focus on its strongest brands was paying off, sending the stock to its biggest gain in four months. Sales of Aperol and Espolon tequila are expanding in the US as the company disposes of weaker brands, Chief Executive Officer Simon Hunt said in an interview on Bloomberg Television. That’s helped Campari deleverage sooner than it expected, with more debt reduction in store. “We’re putting all of our effort behind fewer brands and really driving it,” Hunt said. “If you look at the individual brands we’re focusing on, we saw some very good growth.” Campari on Wednesday posted adjusted operating profit of €637 million ($738 million) for 2025, a 5% rise that surpassed a Bloomberg-compiled consensus of €615 million. Hunt unveiled a new strategy in November to refocus Campari on fewer names and dispose of non-core brands, using the increased cash flows and proceeds to lower debt. The plan’s success has allowed it to change its capital allocation formula, the company said, as it raised its dividend by 54% from the prior year, to €.10 per share. Read More: Campari’s New CEO Wants to Swap Beer for Aperol Spritz in US Campari advanced as much as 8.8%, the most intraday since Oct. 30, and were up 8.1% at 11:01 a.m. in Milan. Campari’s performance comes in dire times for the beverages industry, stuck between tariffs and a general trend of declining alcohol consumption. Guinness maker Diageo lowered its dividend and cut its sales view for 2026, while Pernod Ricard SA ’s sales also declined , weighed down by a prolonged slump in demand for spirits in the US and China. Fourth-quarter revenue growth, which hit 4.7% on an organic basis, was “impressive, considering an ongoing tough backdrop for the spirits sector and what its peers have reported,” RBC analyst Wassachon Udomsilpa said in a note. On an adjusted basis, net debt stood at 2.5 times earnings before interest, taxes, depreciation and amortization at year-end, ...

工信部将大力推动人工智能和制造业“双向奔赴”，截至2025年底，我国规模以上制造业企业人工智能技术应用普及率超30% 【财新网】 我国持续推进人工智能落地产业。3月5日，工信部部长李乐成在全国两会首场“部长通道”上谈及中国人工智能产业的发展形势时表示，人工智能这个“关键变量”，正成为经济高质量发展的“强劲增量”。2025年，我国人工智能核心产业规模超过1.2万亿元，企业超过6200家。 这是李乐成首次亮相两会部长通道。2025年2月28日，担任辽宁省长三年后，李乐成进京出任工信部党组书记，金壮龙卸任。之后的4月30日，李乐成被正式任命为工信部部长。（详见财新网《 补缺61岁金壮龙 60岁李乐成任工信部部长 》）

Bilibili press release ( BILI ): Q4 Non-GAAP EPS of $0.28 beats by $0.01 . Revenue of $1.19B beats by $10M , representing an increase of 8% from the same period of 2024. Average daily active users (DAUs) were 113.0 million, an increase of 10% year over year. Average daily time spent per active user were 107 minutes, an increase of 8% year over year. Net cash provided by operating activities. Net cash provided by operating activities was RMB7.15 billion (US$1,022.0 million), compared with RMB6.01 billion in 2024. Cash and cash equivalents, time deposits and short-term investments. As of December 31, 2025, the Company had cash and cash equivalents, time deposits and short-term investments of RMB24.15 billion (US$3.45 billion). More on Bilibili Bilibili: Multiple Growth Catalysts Stacked For 2026 Seeking Alpha’s Quant Rating on Bilibili Historical earnings data for Bilibili Financial information for Bilibili

The first government rescue flight from the Middle East failed to take off because of problems “getting passengers on board”, a minister has said. Technical issues meant the flight did not depart on Wednesday night from the Omani capital Muscat. Home Office minister Alex Norris said the government-chartered plane would now leave Muscat for the UK on Thursday, but was unable to say at what time. Norris told LBC: “It didn’t take off because there are operational reasons … about getting passengers on board, and it wasn’t able to happen in the time that it had to happen. So that’s now going to go today instead.” A total of 138,000 people from the UK have registered for assistance, the government said, with the majority, 112,000 of those, in the UAE. About 1,000 have already returned on commercial flights, Keir Starmer said. Two more chartered flights are expected to depart from the region this week to return stranded British nationals. Most of the Middle East has found itself drawn into war after the US and Israel attacked Iran a week ago. An intense campaign of strikes from the two powers and retaliatory missiles from Iran aimed at US infrastructure in the Middle East has brought the majority of the region into the conflict. This includes the likes of Dubai, the world’s biggest hub for air passenger traffic and a popular holiday destination for Brits seeking cheap luxury. The UAE state was hit with Iranian retaliatory missiles over the weekend, damaging high-end hotels Fairmont the Palm and the Burj Al Arab, as well as the international airport. Alongside holidaymakers and those living in the Gulf, many people from the UK have found themselves stuck in unfamiliar countries during what was supposed to be a short layover in the Middle East on the way to Asia. One of those is Faye Morton, from Horsforth in Leeds, who had been travelling to Seoul, South Korea, to meet a friend when she became trapped in Qatar. Speaking on the Rima Ahmed breakfast show on BBC Radio Leeds, s...

哔哩哔哩美股盘前涨超5%，公司第四季度净营业额83.2亿元，同比增长8%；净利润为人民币5.14亿元，同比增长478%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

总量上突出扩规模，经济稳定增长是基础，同时要针对性支持稳岗行业、企业；结构上，要解决技能和就业意愿两大“不匹配”问题；重点群体方面，“年轻人是重中之重” 【财新网】 作为“四稳”首位，稳就业在今年《政府工作报告》中仍处于重要位置。3月5日，在国务院新闻办公室吹风会上，《政府工作报告》起草组成员、国务院研究室副主任陈昌盛解读，此次报告中提出的一系列就业政策，主要是从总量、结构和重点群体方面提出了针对性措施。 首先在总量方面，突出扩规模。陈昌盛表示，今年要参加新的就业岗位的群体大概有2000万规模，扣除退休等原因腾出的岗位，新增岗位仍然需要1200万左右。 “稳就业重要的是经济的稳定增长，这是稳就业的基础。”他解释，根据中国这些年尤其是近两年经济增长与就业之间的带动关系，要实现上述规模的就业，需要4.5%—5%的GDP增速，这也是今年经济增长目标设定的重要考量。

记者从水利（885572）部了解到，黄河内蒙古河段将于近期全线开河，水利（885572）部黄河水利（885572）委员会今天(3月5日)针对内蒙古启动洪水防御Ⅳ级应急响应，确保黄河防凌安全。截至3月5日统计，黄河内蒙古河段累计开河266千米，剩余封冻长度390千米。开河过程总体平稳。预测黄河内蒙古河段将于3月14日全线开河，较常年偏早11天。下一步，水利（885572）部将动态持续超前预测风险，精细调度刘家峡、海勃湾、万家寨等水库，细化实化滩区群众转移避险措施，确保人员和防凌安全。(央视新闻)

格隆汇3月5日｜哔哩哔哩公告，2025年第四季度净营业额总额达人民币83.2亿元，同比增长8%。广告营业额为人民币30.4亿元，同比增长27%。净利润为人民币5.14亿元，同比增长478%。经调整净利润为人民币8.78亿元，同比增长94%。

TLDR Baird maintained its Outperform rating on Nvidia while increasing the price target from $275 to $300 Wedbush similarly elevated its target to $300 from $230, keeping its Outperform stance Analysts highlight Q1 guidance as exceeding buy-side expectations by a significant margin The chipmaker has ceased production of China-specific processors, redirecting TSMC capacity toward upcoming Vera Rubin architecture Shares of NVDA are currently trading around $183, reflecting gains exceeding 1,100% over three years The semiconductor powerhouse reported an impressive quarterly revenue of $68 billion, marking a 73% year-over-year surge, prompting analysts to adjust their outlooks upward. NVIDIA Corporation, NVDA On February 26, Baird confirmed its Outperform stance on Nvidia while bumping its price objective from $275 to $300. The investment firm highlighted data center revenue acceleration reaching nearly double its prior growth pace, while noting that virtual reality metrics are outperforming competitor benchmarks. Wedbush echoed this sentiment on the same date, upgrading its price objective from $230 to $300 and maintaining its Outperform designation. Both analyst firms see potential gains exceeding 69% from the stock’s current trading range. Wedbush emphasized that the Q1 guidance represented the most impressive aspect of Nvidia’s quarterly disclosure. According to the firm, the forward-looking projections substantially exceeded previous buy-side estimates. Baird revised its financial models to incorporate the robust performance across business segments, with particular strength in data center operations and virtual reality divisions. NVDA shares currently hover near $183, positioning the company’s market capitalization at roughly $4.4 trillion. The 52-week trading band extends from $86.62 to $212.19. The equity trades at approximately 22x forward earnings projections, which several market observers consider attractive relative to its expansion profile. Manufacturing P...

专题：聚焦美股2025年第四季度财报 金巴利首席执行官西蒙・亨特表示，集团将把广告与促销支出提升至销售额近 18% 的水平 调酒师的手正将饮品倒入一杯阿佩罗汽酒中。加拿大皇家银行资本市场称，金巴利的促销投入已见成效。 意大利烈酒集团金巴利（Davide Campari，米兰证交所代码 CPR）宣布将持续投入以推动旗下酒类品牌销售增长，为去年末增速回升后的业绩注入新动力，公司股价随之走高。 这家拥有阿佩罗开胃酒、馥华诗干邑、威凤凰波本威士忌等品牌的意大利集团，2025 年第四季度实现 4.7% 的有机营收增长 ，当季总销售额达 7.704 亿欧元（约合 8.964 亿美元），高于 FactSet 分析师调查预期的 7.593 亿欧元。 全年来看，金巴利实现销售额 30.5 亿欧元， 有机同比增长 2.4% 。 加拿大皇家银行 资本市场分析师瓦萨琼・乌多西尔帕与詹姆斯・爱德华兹・琼斯在致客户报告中写道，金巴利的促销投入已见成效，“这一趋势将延续至今年”。 金巴利首席执行官西蒙・亨特表示，2026 年集团将保持投资节奏， 广告与促销（A&P）支出将提升至销售额近 18% 的水平 ，投入重点将聚焦美国市场 —— 集团认为核心产品阿佩罗在美国仍有抢占市场份额的空间。 “半数美国人从未听说过阿佩罗，” 亨特在业绩更新后接受《华尔街曰报》采访时称，“因此我们大幅增加了在美国的广告与促销投入。” 米兰上市的金巴利股价早盘上涨 5.4%，至 6.32 欧元。不过，与诸多欧洲同行一样，其股价仍低于 2020 年初水平，反映出烈酒行业近年面临的多重挑战：成本通胀、消费环境趋冷，以及部分消费者饮酒意愿下降。 2026 年，金巴利目标实现 与去年相当的有机销售增速 ，并提升盈利能力。2025 年，集团调整后营业利润率从上年的 19.7% 升至 20.9%。 摩根大通 分析师在报告中称，金巴利展现出 “卓越的增长、优质的利润率与稳健的现金流管理”。但公司今年晚些时候可能面临总部位于伦敦的竞争对手 帝亚吉欧 的挑战 —— 帝亚吉欧拥有斯米诺伏特加、尊尼获加威士忌等品牌，多数分析师预计其将在美国核心市场降价以提振销量。 “金巴利可能面临更激烈的竞争，” 摩根大通表示，“当前业绩指引似乎未充分考虑这一市场波动风险。” 责任编辑：郭明煜

Canadian Natural Resources press release ( CNQ ): Q4 Non-GAAP EPS of C$0.82 beats by C$0.12 . Generated adjusted funds flow of approximately C$3.7 billion. Record total quarterly production of approximately 1,659,000 BOE/d, an increase of 188,000 BOE/d or 13% from Q4/24 levels. Record total liquids production of approximately 1,215,000 bbl/d, an increase of 125,000 bbl/d or 12% from Q4/24 levels. Record Oil Sands Mining and Upgrading production of approximately 620,000 bbl/d of zero decline SCO with upgrader utilization of 105%. Industry leading Oil Sands Mining and Upgrading operating costs of $21.84/bbl (US$15.66/bbl). Following the recent acquisition, Canadian Natural is increasing its 2026 production guidance range to 1,615 MBOE/d and 1,665 MBOE/d, with the mid-point being 20 MBOE/d higher than the budget. Production Guidance (1) (before royalties) 2026Budget 2026Updated Forecast Natural Gas (MMcf/d) 2,477 - 2,577 2,560 - 2,615 Conventional E&P Crude Oil & NGLs (Mbbl/d) 325 - 337 336 - 346 Thermal and Oil Sands Mining & Upgrading (Mbbl/d) 852 - 883 852 - 883 Total Liquids (Mbbl/d) 1,177 - 1,220 1,188 - 1,229 Total MBOE/d 1,590 - 1,650 1,615 - 1,665 Click to enlarge As a result, forecasted annual capital is being updated as follows: Capital Expenditures (1) (C$ millions) 2026Budget 2026 UpdatedForecast Change Conventional E&P C$ 3,320 C$ 3,160 C$ (160 ) Thermal and Oil Sands Mining & Upgrading C$ 2,980 C$ 2,830 C$ (150 ) Total Operating Capital Expenditures C$ 6,300 C$ 5,990 C$ (310 ) Carbon Capture C$ 125 C$ 125 C$ - Net acquisitions C$ - C$ 765 C$ 765 Total Capital Expenditures C$ 6,425 C$ 6,880 C$ 455 Click to enlarge More on Canadian Natural Resources Limited Canadian Natural Resources: A Fantastic Business At A Reasonable Price Canadian Natural: A Great Long-Term Vision Canadian Natural Resources: Ignore The Fear, It's A Strong Buy Canadian Natural Resources Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Canadian Natural Resources Limited

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Meta Platforms (NasdaqGS:META) agreed to a multiyear AI partnership with AMD that includes warrants which could give Meta a future equity stake and access to custom AMD AI hardware deployed at gigawatt scale. The company also signed a high value lease for access to Google's advanced AI chips, broadening its supplier base for critical compute capacity. Meta canceled development of its second generation in house advanced AI chips after design setbacks, shifting its AI roadmap toward external vendors. Meta Platforms, parent of Facebook, Instagram, WhatsApp and Reality Labs, is reworking how it sources and builds core AI infrastructure as the broader industry races to secure reliable compute. By lining up AMD and Google alongside existing suppliers, Meta is repositioning itself as a large scale buyer in a market where access to high end AI chips has become a central constraint on product and research plans. For investors, these decisions raise practical questions about long term cost structure, bargaining power with suppliers, and how much Meta wants to internalize chip design risk. The pivot away from an in house second generation AI chip effort and toward large external deals indicates a preference for flexibility and speed over full vertical integration. This could influence margins, capital allocation priorities, and Meta's role in the wider AI ecosystem over time. Stay updated on the most important news stories for Meta Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Meta Platforms. NasdaqGS:META Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Meta Platforms. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$667.73, Meta trades about 23% below the US$863.20 analyst consensus target. ✅ Simply Wall St Valuation : Si...

格隆汇3月5日｜国家互联网信息办公室发布第二十二批境内区块链信息服务备案编号。

Hi, this is Philip Glamann from snowy Beijing , where China’s lawmakers have convened for a big meeting. To open the gathering on Thursday, Premier Li Qiang said the government is cutting this year’s target for GDP growth to 4.5%-5%, the lowest since 1991. Read more about that goal here and about China shunning bold stimulus here . The figure is an acknowledgment that the model powering the country’s economic rise in recent decades is strained, and Li pretty much said that while delivering the government’s work report. “The task of transitioning to new growth drivers is formidable,” he said in a speech to the 2,765 delegates gathered at the Great Hall of the People. (Read more about why that exact number of people matters here .) “The imbalance between strong supply and weak demand is acute, market expectations are weak, and there are many risks and hidden dangers in key areas,” he added. Here’s more from China’s big event: Government sets cautious climate target as Xi’s carbon deadline looms Officials pledge to tackle the property crunch with city-specific policies Lawmakers signal desire for stability in US ties before the Xi-Trump summit China focuses on steel and refining capacity after mixed results Here’s an opinion piece on why the defense budget is bigger than you think So how will Beijing address that problem? Well, there were few signs it intends to drastically ramp up measures to stimulate consumer spending . And despite the property market’s troubles , language describing measures to support the sector was largely unchanged from last year. The work report signals no immediate plans to strengthen the social safety net that economists say is keeping people from opening their wallets. Instead, Li pointed to tech, namely building modern industries, achieving technological self-reliance and digitizing the economy. He said the goals were intended to “lay a solid foundation for delivering better performance in the coming years.” Also on Thursday, China unveiled...

Hong Kong Baptist University is “actively considering” issuing bonds to finance its future development, including campus redevelopment and its new Chinese medicine hospital, according to its president. But Professor Alexander Wai Ping-kong also told the South China Morning Post on Thursday that the public institution would be cautious with bond issuance to avoid creating pressure on the future management. “Our university needs funding in many aspects, such as our Chinese medicine hospital and the redevelopment of the old campus,” he said. “Financing has become an issue.” Advertisement The city’s first Chinese medicine hospital, operated by a company under Baptist University, opened last December. “Issuing bonds is one of the options I am actively considering … if we can issue bonds, it would definitely be good news,” Wai said. Advertisement Wai, a member of the Chinese People’s Political Consultative Conference, was speaking on the sidelines of the “two sessions”, the nation’s annual top political gathering in Beijing.

当地时间3月5日，俄罗斯外交部长拉夫罗夫在当日的乌克兰问题大使圆桌会议上表示，美国和以色列的目标之一是将海湾国家拖入对伊朗的战争。拉夫罗夫表示，俄罗斯及其他爱好和平的国家将尽一切努力，营造使美以对伊行动无法实施的环境。拉夫罗夫指出，中东危机的升级将给全球稳定与经济带来巨大的负面影响。他称，毫不怀疑美国此次军事行动的目的是在伊朗与其阿拉伯邻国之间制造不和。他表示，俄罗斯呼吁各方团结一致，尽快实现中东战争的结束。（央视新闻）