The technology industry is currently investing massive amounts of capital into new data centers to support the rapid expansion of artificial intelligence and cloud-based services. Hyperscalers are spending $700 billion on capital expenditures this year to build out these data centers, creating a generational investment cycle in power generation and grid modernization. For companies like Quanta Services (PWR 1.54%), Vertiv (VRT 3.13%), and Eaton (ETN 1.98%), this massive spending could be the beginning of a supercycle for their respective industries. These companies benefit from strong positions across infrastructure, power, and cooling solutions, with these trends providing a powerful tailwind going forward. Quanta Services has made strategic acquisitions to capitalize on the infrastructure boom Quanta Services provides turnkey infrastructure solutions that span the entire power delivery process, from constructing power generation facilities and high-voltage grid interconnections to the critical-path electrical systems inside the data centers. The company has positioned itself as a key partner for technology giants to help support this buildout. Expand NYSE : PWR Quanta Services Today's Change ( -1.54 %) $ -8.44 Current Price $ 540.78 Key Data Points Market Cap $81B Day's Range $ 532.84 - $ 552.66 52wk Range $ 227.08 - $ 573.97 Volume 61K Avg Vol 1M Gross Margin 13.26 % Dividend Yield 0.08 % Quanta has made strategic investments to strengthen its position in this growing market. In 2024, it acquired Cupertino Electric for approximately $2 billion, adding specialized low-voltage electrical engineering and modularization services tailored to the technology sector. It followed this up last year by acquiring Dynamic Systems for approximately $1.5 billion, providing it with mechanical, plumbing, and process infrastructure for large-load facilities, including data centers and industrial facilities. The hyperscaler data center boom is a massive tailwind, as seen in its pro...

Key Points Quanta Services has made strategic acquisitions to capitalize on the data center infrastructure boom. Vertiv has experienced record growth in organic orders and has developed prefabricated infrastructure solutions to meet the demands of hyperscalers. Eaton has seen significant growth in data center orders and is projected for double-digit earnings growth in the coming years. 10 stocks we like better than Quanta Services › The technology industry is currently investing massive amounts of capital into new data centers to support the rapid expansion of artificial intelligence and cloud-based services. Hyperscalers are spending $700 billion on capital expenditures this year to build out these data centers, creating a generational investment cycle in power generation and grid modernization. For companies like Quanta Services (NYSE: PWR), Vertiv (NYSE: VRT), and Eaton (NYSE: ETN), this massive spending could be the beginning of a supercycle for their respective industries. These companies benefit from strong positions across infrastructure, power, and cooling solutions, with these trends providing a powerful tailwind going forward. 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 » Quanta Services has made strategic acquisitions to capitalize on the infrastructure boom Quanta Services provides turnkey infrastructure solutions that span the entire power delivery process, from constructing power generation facilities and high-voltage grid interconnections to the critical-path electrical systems inside the data centers. The company has positioned itself as a key partner for technology giants to help support this buildout. Quanta has made strategic investments to strengthen its position in this growing market. In 2024, it acquired Cupertino Electric for approximately $2 billion, adding specialized l...

Andar Capital Management HK Ltd acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 10,000 shares of the e-commerce giant's stock, valued at approximately $2,196,000. Amazon.com makes up 2.2% of Andar Capital Management HK Ltd's portfolio, making the stock its 15th biggest holding. A number of other institutional investors also recently modified their holdings of AMZN. Vanguard Group Inc. increased its position in Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant's stock valued at $186,420,422,000 after buying an additional 17,447,045 shares in the last quarter. State Street Corp lifted its holdings in shares of Amazon.com by 1.4% in the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant's stock worth $82,073,203,000 after purchasing an additional 5,163,208 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares in the last quarter. Norges Bank bought a new position in shares of Amazon.com in the 2nd quarter worth $27,438,011,000. Finally, Northern Trust Corp grew its position in Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after purchasing an additional 302,858 shares during the period. Institutional investors and hedge funds own 72.20% of the company's stock. Get Amazon.com alerts: Sign Up Insiders Place Their Bets In other Amazon.com news, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,40...

Angeles Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 149.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,812 shares of the semiconductor company's stock after acquiring an additional 8,271 shares during the period. Angeles Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,857,000 at the end of the most recent quarter. Get TSM alerts: Sign Up A number of other large investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Ignite Planners LLC raised its position in Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company's stock worth $627,000 after purchasing an additional 116 shares during the last quarter. Crestwood Advisors Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.3% in the 2nd quarter. Crestwood Advisors Group LLC now owns 6,740 shares of the semiconductor company's stock valued at $1,527,000 after purchasing an additional 1,137 shares during the last quarter. Resona Asset Management Co. Ltd. acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $302,000. Finally, Ethos Financial Group LLC bought a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $269,000. Institutional investors own 16.51% of the company's stock. Taiwan Semiconductor Manufacturing Stock Down 4.4% Shares of Taiwan Semiconductor Manufacturing stock opened at $338.27 on Friday. The company has a debt-to-e...

随着中东地区紧张局势不断升级、航运航线受阻且货运成本飙升，一批印度汽车制造商已推迟向中东和北非地区发货。 中东冲突爆发后，霍尔木兹海峡的临时封锁正将地缘政治风险传导至汽车产业。 出口到中东市场的多家车企正面临严峻考验——被迫调整生产和出口计划。与此同时，供应链和运输等成本升高，整车、零部件等汽车产业链条承压。 “风浪越大鱼越贵” “目前船运都暂停了，原本的计划被打乱。从目前形势来看，船期已经紊乱，要等形势好点才能发货。”贸易商刘钊向第一财经记者表示。 今年2月，刘钊与中东客户达成合作，拿下一笔100辆汽车的订单。按照合同约定，客户在2月中旬已支付20%定金，计划春节后等客户支付尾款、确定船期后发货。“冲突爆发后，中东地区一些关键港口暂停运营。目前还在观望，虽然霍尔木兹海峡有了通航消息，但运费大幅上涨，加上形势不稳定，即便通航也不敢发货。” 刘钊表示，此前还有一批零部件订单未完成，幸好春节前没发货，否则就遇到大麻烦了。他还告诉记者，由于计划被打乱，对于已经支付定金的订单，他已向国内主机厂申请暂缓排产，一旦形势好转就立即安排生产，尽快交付客户。 中东是中国汽车出口的热门地区，也是众多贸易商的掘金之地。乘联分会数据显示，近五年来，中国汽车出口到中东市场的数量快速增长。2021年至2025年，出口量分别为22.6万辆、49.8万辆、66.8万辆、99.3万辆和140万辆。 目前，长城、奇瑞、吉利等多家头部车企在中东市场布局，部分车企在当地建立起完善的销售渠道、售后服务网络，同时推进本土化生产与研发，进一步提升品牌竞争力。 乘联分会秘书长崔东树认为，霍尔木兹海峡受阻带来的运费与保险成本飙升、交付周期拉长，主要影响短期整车直运节奏。但中国车企已快速应对：转向阿曼、约旦等替代港口；增加中欧班列+陆运多式联运；加速沙特、埃及等地KD工厂投产。叠加中东对新能源与商用车的刚性需求，整体出口韧性强于预期。若海峡封锁超过3个月、红海航线持续中断，导致中东核心市场（阿联酋、沙特）交付大面积延误、订单取消，乘联分会才可能在季度数据跟踪后下调中东出口预期。考虑到去年以色列与周边武装冲突也较严峻，但并未大幅影响中国对以色列的汽车出口。目前仍以观察与动态评估为主，暂不做全年总量调整。 崔东树表示，短期中东危机对中国汽车出口影响不大，“风浪越大鱼越贵”。短期看，霍尔木兹海峡物流受阻、运费与保险成本剧增...

The first minister said there were American aircraft going through Prestwick to the Middle East but he could make no judgement until he had clarity from the UK government about their purpose.

国家发展改革委创新和高技术发展司司长白京羽在国新办吹风会上表示，“十五五”规划纲要草案打造创新引领、需求牵引、要素集聚、因地制宜、监管有效的产业发展生态。围绕创新引领，组织实施若干产业创新工程，全链条推动重点领域关键核心技术攻关取得决定性突破，以新供给创造新需求。围绕场景牵引，实施新技术新产品新场景大规模应用示范行动，以新需求引领新供给。围绕要素集聚，建立未来产业投入增长机制和风险分担机制，加强重点领域人才培养，优化国家级科技创新平台基地布局，有力支撑产业发展。围绕因地制宜，严格落实重大生产力布局，引导各方面科学理性，实事求是地开展工作。围绕监管有效，推进新兴领域立法，完善市场准入制度，创新监管方式，统筹好发展和安全，真正做到放得活、管得好。（财联社）

王琼呼吁在湖北武汉建立国家长江江豚繁育保护研究中心，建立30头以上规模人工保种群体，并设立国家级长江江豚保护专项基金 2026年1月16日，江苏南京，长江南京段，长江江豚跃出江面嬉戏。图：视觉中国 【财新网】 长江江豚是中国现存唯一的淡水鲸类动物、国家一级重点保护水生野生动物。长江十年禁渔行动启动以来，自然种群数量实现历史性止跌回升，但保护形势依然严峻。2026年全国“两会”期间，全国人大代表、武汉城投宗关水厂总工程师王琼呼吁在湖北武汉建立国家长江江豚繁育保护研究中心，建立30头以上规模人工保种群体，并设立国家级长江江豚保护专项基金。 据农业农村部官网，长江江豚是长江生态系统的旗舰物种，主要分布在长江中下游干流、洞庭湖、鄱阳湖和少数支流，其生存状况直接反映长江生态系统健康状况。上世纪末到本世纪初，受人类涉水活动影响，长江江豚自然种群呈加速衰退趋势。长江十年禁渔以来，长江江豚种群快速衰退的趋势得到有效遏制，自然种群数量从2017年的1012头增加至2022年的1249头（每5年普查一次），实现历史性止跌回升，但保护形势依然严峻。2025年底，农业农村部等联合印发《长江江豚拯救行动计划（2026—2035年）》（以下简称《行动计划》）。

格隆汇3月7日｜据CCTV国际时讯，伊朗红新月会表示，自美国与以色列发动袭击以来，伊朗全国各地共有6668处民用设施遭到攻击。在这些目标中，包括14个医疗中心、65所学校和13个红新月会所属中心。

中環大館舉辦活動，讓市民近距離接觸雪特蘭小馬。 活動吸引不少人一家大小到場，與雪特蘭小馬「打卡」。 活動「大館小馬」是賽馬會馬年活動之一，除了今明兩日，市民下周日亦可到場親親小馬。網上門票80元兩位，包括互動體驗及大館電子餐飲券，但網上購票已額滿，現場購票就視乎情況而定，名額有限。

六條離島渡輪航線牌照月底屆滿。運輸署建議續牌五年，並調整多條航線票價，加幅至少一成二，最快下月生效。 離島居民倚賴出行的各條渡輪航線，五年牌照月底屆滿。運輸署向離島區議會提交文件，建議續牌五年。各間渡輪公司分別要求加價兩成至三成。 運輸署審慎考慮多項因素，包括乘客量下跌、營運成本持續上漲，及公眾對票價調整接受程度等，批准各公司加價。建議新渡輪來往中環及長洲，及港九小輪來往中環及榕樹灣等航線，加價至少一成二，多程優惠票則加價百分之8。其中加幅最高的是成人「慢船」入長洲，加幅達百分之12.8。 至於中環來往梅窩及坪洲，署方建議普通船及高速船都收同樣票價。加價後，平日往梅窩成人票價是33.5元，相比現時的高速船便宜6毫。去坪洲更加便宜了5元。 上一次加價是約三年前，有立法會議員指，市民習慣北上，到離島旅遊客量驟減，有必要調整票價。 民建聯香港島西議員陳學鋒說：「對上班一族確實比較大影響，因事實上大家也知道，現在總體生活壓力也大，過往離島周末的家庭團聚，可能很多時是長者會出去，與後輩團聚、因為2元車，現在加價，可能長者也不會每周外出，期望透過旅客單程票加幅，去補貼居民出入，希望減低居民負擔。」 運輸署指票價調整屬溫和，而且是「最低限度」，已兼顧離島居民及渡輪營辦商利益。

国新办举行吹风会，解读“十五五”规划纲要草案。国家发展改革委秘书长袁达表示，坚持投资于人与投资于物紧密结合，优化政府投资结构，提高民生类政府投资比重，激发民间投资活力，推动新兴领域应用场景向民营企业开放，平等保障要素需求。(财联社) 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。

国家发展改革委创新和高技术发展司司长白京羽在国新办吹风会上表示，“十五五”规划纲要草案构建战略性新兴产业、新兴支柱产业和未来产业组成的、远近结合的新兴产业发展序列。立足当前，继续抓好新一代信息技术、新能源（850101）等战略性新兴产业发展，因地制宜建设各具特色、优势互补的产业集群。面向中期，着力打造集成电路（885756）、生物医药、航空航天（563380）等新兴支柱产业，构筑国民经济发展的新支柱。着眼长远，前瞻布局量子科技（885730）、脑机接口（886047）、具身智能等未来产业，培育“明天”的战略性新兴产业、“后天”的支柱产业。(财联社)

Key events 29m ago Preamble Show key events only Please turn on JavaScript to use this feature 4m ago 08.26 GMT Speaking after his team’s 3-1 win at Wolves, Liverpool head coach Arne Slot said: “Every three days I have a different feeling. Three days ago my feeling was completely different to now. Good to be in the quarter-finals of the FA Cup. In three-four days away, another big game in Istanbul.” The Reds next face Galatasaray in the Champions League on Tuesday. View image in fullscreen Arne Slot salutes the fans following the Emirates FA Cup fifth round match at Molineux. Photograph: Peter Byrne/PA Share 14m ago 08.15 GMT In the first Cup game of the weekend, Liverpool got their revenge on Wolves with a 3-1 win at Molineux. The Reds suffered a shock 2-1 loss at the same stadium on Tuesday in the Premier League but bounced back last night to progress to the FA Cup quarter-finals. Andy Robertson, Mohamed Salah and Curtis Jones scored the goals to see Arne Slot’s side through. Robertson and Salah help Liverpool to redemption over Wolves in FA Cup tie Read more Share 22m ago 08.07 GMT Today’s FA Cup fixtures Mansfield Town v Arsenal Wrexham v Chelsea Newcastle v Manchester City Share

格隆汇3月7日｜国家发改委发展战略和规划司司长陈雷在国新办吹风会上表示，“十四五”时期，中国利用外资累计超过7500亿美元，境外投资遍及190个国家和地区。“十五五”时期，将持续优化外商投资环境，全面落实外资企业国民待遇，健全外商投资服务保障体系，落实好“准入又准营”，欢迎更多外资企业在中国投资，共同分享先进制造、现代服务、高新技术、节能环保等领域的巨大发展空间。同时，健全海外综合服务体系，支持有条件的企业开展互利共赢的境外投资合作。

There's no denying the fact that Amazon (AMZN 2.62%) is one of the most disruptive businesses out there. The company upended the retail sector. It introduced cloud computing to the world. And it's making inroads in healthcare and autonomous driving. Management's forward-thinking mentality has made this "Magnificent Seven" stock a huge winner. Its shares have rocketed 647% and 11,500% higher in the past 10- and 20-year periods (as of March 3). But as we stand in 2026, is Amazon stock a long-term buy? The foundation is secure Investors would do better in the stock market if they focused on the highest-quality companies. Over long periods of time, these businesses can boost your portfolio's results. Amazon falls squarely into this category. This is an elite company. Amazon's positioning at the center of multiple secular trends is a situation most businesses dream of. The growth of online shopping, cloud computing, digital advertising, and streaming entertainment, for example, has and will continue to propel Amazon forward. The company is also a power player in the artificial intelligence race, with plans to spend $200 billion in total capital expenditures in 2026. Despite its gargantuan revenue of $717 billion in 2025, analysts estimate the top line to increase 41% to surpass $1 trillion in 2028. That growth helps to lift net income, which was up 31% last year compared to 2024. From a financial perspective, the company is in great shape. As mentioned, Amazon is a disruptive force. Its strong position in numerous markets supports its staying power. Said differently, investors can sleep well at night knowing that the business they own has almost no threat of being disrupted itself. Amazon's tremendous scale provides an unmatched cost advantage. Its online marketplace possesses a powerful network effect. Customers of Amazon Web Services deal with high switching costs. And the ability to collect and leverage mountains of data allows the enterprise to constantly improve and...

英伟达CEO黄仁勋最近说了句话： OpenClaw是我们这个时代最重要的软件发布。 他感叹，Linux花了30年达到的普及水平，OpenClaw只用了3周就超越了。 这个被网友戏称为“小龙虾”的开源项目，在GitHub上狂揽超24.8万颗星，正式登顶星标榜。雷军亲自下场点评“手机龙虾”， 阿里云、腾讯云、火山引擎抢着接入，大模型厂商也分别推出自己的小龙虾。 但就在几个月前，另一个让AI 替人干活的产品，经历了完全相反的命运。 去年，搭载豆包手机助手的工程样机首销，很快抢空，二手价被炒到五六千。 紧接着，就被腾讯、阿里、美团等大厂集体阻截。银行和金融App甚至直接弹窗，提示用户说有安全隐患。 豆包手机被集体封杀了。 同样的AI替人干活，一个被封杀，一个被疯抢。这反差让人忍不住想问： 如果豆包手机不想被封杀，它能从OpenClaw身上学到什么？ 1、豆包手机错在哪？不是太强，是太独立 豆包手机的核心逻辑，叫视觉识别，它像人一样“看”屏幕，先理解屏幕上有什么按钮，再模拟手指点击操作。 这条路线的优点是兼容性强，不需要App配合，什么都能干。但缺点是权限太高了。有媒体的技术测评显示，豆包手机助手申请了超过100项系统权限，其中近40%属于高敏感权限，能读取短信、获取精确定位、静默安装应用。 更关键的是，豆包手机用的是系统底层权限，能截屏到安全窗口，甚至能读取银行密码键盘这种本应受保护的界面。 但真正让大厂恐惧的，不是技术本身，而是豆包手机的生态野心。 它是字节自己做的产品，用户通过豆包手机操作其他App时，所有的行为数据、交互轨迹，都掌握在字节手里。 对大厂来说，这就等于豆包手机拿着一把万能钥匙，能打开所有App的门，还能把门里的东西搬走。淘宝花了十几年建起的用户行为数据、微信费了无数心思打造的社交关系链，一个AI助手直接读屏就拿走了，用户甚至不需要打开App。 大厂不反感AI助手这个趋势，他们反感的是被别人掌控入口。 豆包想成为用户和数字世界的唯一中介，这是所有大厂都不能接受的。 2、OpenClaw赢在哪？不是更安全，是更开放 OpenClaw的路径完全不同。 它是一个开源框架，核心设计理念是本地运行。你可以把它部署在自己的电脑或云服务器上，用自己的API Key，用自己的模型。 从技术架构看，OpenClaw是基于MCP协议的三层结构：核心层调用大模型，适配层连接IM...