格隆汇3月17日｜英伟达(NVDA.O)股价冲高后快速回落，涨幅从逾4%收窄至1%。

William_Potter/iStock via Getty Images Shares of The Carlyle Group Inc. ( CG ) have been a moderate performer over the past year, gaining about 7%, as the alternative asset manager has continued to generate solid fund flows. However, shares are down about 30% from their recent highs as the entire sector has faced significant selling pressure due to concerns about private credit. I last covered shares in August when I downgraded Carlyle to a “ H old,” but with shares down 25% since then, a downgrade all the way to “ S ell” was merited. With updated financials and so much concern about private credit, now is a good time to revisit CG. Seeking Alpha Over the past nine months or so, there has been growing concern about potential problems in private credit. These fears started last summer with a handful of large defaults. At the time, though, it seemed they might be more idiosyncratic in nature. More recently, fears have accelerated, alongside growing concerns that AI could cannibalize software businesses. With software being a significant exposure in many private credit funds, this has the potential to further stress the sector. Indeed, JPMorgan Chase ( JPM ) has been marking down the value of loans used as collateral while tightening credit standards. BlackRock ( BLK ) was forced to write down a second loan to zero, the second time it has done so. Now, in any lending business, some write-offs are inevitable. However, the lack of recovery is particularly troubling. Historically, most private lending has been secured by some assets or is more senior in the capital structure to ensure higher recoveries in the event of default. But given the growth of the sector, covenant protections have weakened as lenders competed to make loans. These $0 recoveries raise concerns that loss given defaults could be much larger than the historic norm, exacerbating challenges in the sector. Given these pressures, redemption activity is elevated . Many firms are reporting higher redemption r...

NVIDIA Vera Rubin Opens Agentic AI Frontier NVIDIA Newsroom

英伟达推出全新GROQ LPU产品 2026-03-17 03:32:49 来源： 同花顺7x24快讯 分享 文章提及标的 英伟达 -- 英伟达（NVDA）宣布推出全新GROQ LPU产品。

Many don’t realize a hidden tech bloodbath is going on, especially as people’s attention is on oil prices and the bigger fish in the market. The S&P 500 Software & Services index is down 25% from October 2025, and that money is going into high-yield dividend ETFs like the VanEck Preferred Securities ex Financials ETF ... 3 High-Yield Dividend ETFs to Shield Your Portfolio From the Tech Bloodbath

NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption NVIDIA Newsroom

美国总统特朗普周一重申了他呼吁各国帮助疏通霍尔木兹海峡的要求，并似乎批评了他所说的对提供援助“并不热心”的国家。 在伊朗以无人机、导弹和水雷回应美以袭击，实际上切断了通常运输全球五分之一石油和液化天然气的油轮航道后，特朗普希望各国帮助巡逻该海峡。 特朗普在白宫的一次活动上表示：“有些国家对此非常热心，有些则不然。有些是我们帮助了很多很多年的国家。我们保护它们免受可怕的外部势力侵害，而它们却并不那么热心。热心的程度对我很重要。” 多位美国盟友周一表示，它们目前没有派遣船只疏通霍尔木兹海峡的计划。 责任编辑：张俊 SF065

Nvidia Shares Pump & Dump After CEO Jensen Expects "At Least" $1 Trillion In Revenue By 2027 Summary: CEO Jensen began discussing all things AI around 1520 ET. CEO Jensen said the data center AI opportunity will grow from half a trillion dollars to $1 trillion by 2027. CEO Jensen said, "Computing demand has increased by 1 million times in the last two years." A graphic on screen indicated that 60% of the business is hyperscalers. CEO Jensen said, "We are now a computing platform that runs all of AI." CEO Jensen said, "Our cost per token is the lowest in the world." Nvidia unveiled the new Vera Rubin program. * * * Nvidia CEO Jensen Huang is speaking at the GTC 2026 in San Jose, California, about the company's AI expansion. Huang said the data center AI opportunity is growing from about half a trillion dollars to more than $1 trillion by 2027 . He said that 60% of the company's business comes from hyperscalers, adding that 40% is everything else, clouds, enterprise, robotics, gaming, supercomputing, etc. The graphic shows that much of the demand is driven by model builders and AI companies such as Anthropic, xAI, Gemini, and OpenAI. "We are now a computing platform that runs all of AI, " the CEO said. The presentation initially sent Nvidia shares up as much as 4.8%, while the Nasdaq also moved higher, but most of those gains have now been erased. A round trip for Nvidia shares. Other highlights of Jensen's presentation include... Jensen says, "computing demand has increased by 1 million times in the last 2 years." Hints at the current memory shortage created by the AI buildout of data entry. On Tokens per watt: Jensen said, "Nvidia AI GPUs that can quickly get through more tokens than the competition." He noted, "This is your revenue. Our cost per token is the lowest in the world." Nvidia unveils the New Vera Rubin program. It's the company's latest AI platform for AI data centers that is "vertically integrated completely with software. Watch Jensen live here: Develo...

文章提及标的 英伟达 -- 英伟达（NVDA）发布了基于BlueField-4的STX(存储技术扩展)存储架构，并获得了业界的广泛采用。(财联社)

格隆汇3月17日｜英伟达(NVDA.O)发布了基于BlueField-4的STX（存储技术扩展） 存储架构，并获得了业界的广泛采用。

Citadel Securities has dropped its bearish stance on U.S. Treasuries, shifting to a neutral view as macro strategist Frank Flight said markets have largely priced in inflation risks from surging oil prices while underestimating the potential damage to global growth. In a note to clients Monday, Flight explained that the fallout from the Iran war has created conditions where short-term bonds could gain regardless of how the conflict unfolds. “It increasingly feels as though the tails for inflation upside and growth downside are asymmetrically fat,” he wrote. The geopolitical turmoil has created a scenario where short-term government debt ( BSV ), (GVF) may rally in multiple outcomes, according to the strategist. Flight said a prolonged disruption to oil shipping could weigh on stocks ( SP500 ), ( COMP:IND ), ( DJI ) and corporate bonds ( IGLB ), ( PFIG ), ( IGIB ), ( IGSB ) as investors brace for slower economic growth, which would likely increase demand for shorter-maturity government bonds. Alternatively, a de-escalation could drive traders to dial back the hawkish interest-rate bets that were piled on since the U.S. launched the war, creating another pathway for yields to fall. Market expectations for Federal Reserve policy have now shifted to align with Citadel’s longstanding view that interest rates will remain unchanged this year, Flight noted. Traders currently expect just one quarter-point Fed cut this year, compared with expectations for as many as three two weeks ago, with options markets showing more than a 20% chance of a rate hike by December. “As a result, we do not see much left to play for in U.S. fixed-income shorts at these valuations,” he wrote. Oil prices ( CL1:COM ), ( CO1:COM ) are unlikely to hold around $100 a barrel and will either slide toward $70 if tensions ease or jump to $150 if supply disruptions worsen, according to the strategist. Even in a higher-price scenario, Flight said tighter financial conditions could ultimately reduce the nee...

黄仁勋在 GTC 2026 主题演讲上搬出一条冠军腰带，正面印着第三方芯片分析机构 SemiAnalysis 的评测结论：“InferenceMAX KING”。这是英伟达为旗下 GB300 NVL72 系统争夺的称号——推理性能最强。 数据来自 SemiAnalysis 的独立基准测试。以每瓦 Token 数衡量，GB300 NVL72 比竞品高出 50 倍；以每 Token 美元成本衡量，比竞品低 35 倍。 黄仁勋在台上补充，英伟达此前公布的能效提升数字是 30 倍，他当场更正：“实际是 50 倍。” GB300 NVL72 是 Blackwell Ultra 架构的旗舰推理配置，72 颗 GPU 通过 NVLink 6 互联，整机提供 260 TB/s 聚合带宽。黄仁勋在台上表示，推理效率直接决定 AI 工厂的营收，这是当前最重要的性能指标。 GB300 系列目前已在交付，Vera Rubin 架构作为下一代产品预计 2027 年量产。 责任编辑：李桐

Bittensor (CRYPTO: TAO) is one of the top cryptocurrencies I'm paying close attention to right now. Much of that is simply because this decentralized network has been purpose-built for high-performance computing activities such as machine learning and artificial intelligence (AI) applications. And given the sheer amount of interest in such endeavors right now (and the plethora of investor capital flowing into this space), Bittensor is the place many crypto investors rightly want to be. As it happens, there are several notable drivers behind Bittensor's impressive recent performance. Over the past 24 hours (as of 3:15 p.m. ET), Bittensor has seen a slight decline of about 4%. However, over the past week , Bittensor's 44% return is very impressive. Over the past month, Bittensor's upside performance closely aligns with the token's weekly return. Let's dive into why there may have been bearish pressure on Bittensor over the past day, and why investors should ignore this selling pressure right now. Continue reading

Pep Guardiola has admitted that Manchester City require a “perfect game” to overturn Real Madrid’s 3-0 lead in the second leg of their Champions League last-16 tie on Tuesday. Álvaro Arbeloa’s team are firm favourites to progress to the quarter-finals after their victory at the Bernabéu last week when Madrid’s captain, Federico Valverde, scored a first-half hat-trick. Guardiola understands the challenge confronting his team. “It has to be a perfect game in many senses and so we try and try,” he said. “It’s about the players, getting into perfect positions. We played with four or five strikers in the first leg and didn’t score a goal. “Sometimes you play with two false 9s and score five goals. The idea is there – we have to try it. Not too much different things needed. We can create many chances in minutes.” Guardiola referenced the 3-2 win against Aston Villa on the final day of the 2022-23 season that clinched the Premier League title, City were 2‑0 down until the 76th minute when Ilkay Gündoğan ignited a thrilling comeback. “We made three goals in 14 minutes,” Guardiola said. “In other comebacks we did incredible things, but we conceded or goal difference [was decisive], or we were out for decisions from referees. It has to be a perfect game in many departments to make these kind of things.” Only three teams have overturned a three-goal deficit in the knockout rounds of the Champions League: Deportivo La Coruña, when they defeated Milan 4-0 in the 2003-04 quarter‑finals to win 5-4 on aggregate; Roma, when beating Barcelona 3-0 in the 2017-18 quarter-finals to draw 4-4 on aggregate and progress on away goals; and Liverpool, when beating Barcelona 4–0 in the 2018-19 semi-finals to win 4-3 on aggregate. “The task is massive,” Guardiola said. “To score more than three goals against Madrid is not easy but we are here, it is a football game, everything can happen and we have to create as much momentum as possible with our people and do a good game and defend well. If we...

格隆汇3月17日｜英伟达(NVDA.O)七款全新的Vera Rubin芯片现已进入全面量产阶段。

格隆汇3月17日｜英伟达(NVDA.O)宣布推出全新GROQ LPU产品。

国际能源署署长法提赫·比罗尔周一表示，如有必要，可以释放更多战略石油储备，以限制因对伊战争导致的霍尔木兹海峡供应近乎完全受阻所造成的影响。 比罗尔在一份视频声明中表示：“就政府储备和由政府义务持有的行业储备而言，如果将两者合并计算，仍有超过14亿桶剩余，这意味着我们可以在以后需要时采取更多行动。” 他补充说，进一步释放储备只能作为应对当前供应受阻的“缓冲”。供应受阻已迫使海湾产油国大幅减产。 比罗尔表示：“恢复稳定的石油和天然气流动的唯一最重要因素是恢复通过霍尔木兹海峡的运输。”他补充说，在经济和消费者因石油供应削减而受到冲击之际，进一步释放战略储备“并非持久解决方案”。 国际能源署在上周发布的最新月度报告中表示，美国和以色列于2月28日发动的这场战争“正在造成全球石油市场历史上最大的供应中断”。该报告称，目前原油 日产 量至少减少了800万桶。 这场战争导致伊朗加强了对霍尔木兹海峡的控制，全球五分之一的原油通过该海峡，实际上几乎完全关闭了它。国际能源署表示，目前通过海峡的流量不到危机前水平的10%，2025年危机前水平约为每日1500万桶——且“没有迹象表明敌对行动降级，也没有海峡流量恢复的明确时间表”。 冲突前约为每桶60美元的油价，曾一度接近翻倍，但在国际能源署于3月11日同意进行其史上最大规模的4亿桶释储后，油价已回落至接近每桶100美元的水平。 比罗尔表示，此次释储已产生“平抑效果”，但他同时指出市场仍面临“重大挑战”。他提到哥伦比亚、印度、新加坡、泰国和越南等国已准备好承诺支持进一步释储。 周二，在巴基斯坦一艘油轮成为第一艘开启自动应答系统穿越霍尔木兹海峡的非伊朗油轮后，原油价格回落。监测机构Marine Traffic的数据显示，美国主要合约西得克萨斯中质原油价格随即暴跌逾5%，至每桶93.37美元，而国际基准布伦特北海原油价格下跌2.77%，至每桶100.28美元。 责任编辑：张俊 SF065

Inside NVIDIA’s new Vera chip built to run AI agents 50% faster Stock Titan

Configurable for Every Data Center NVIDIA announced a new Vera CPU rack integrating 256 liquid-cooled Vera CPUs to sustain more than 22,500 concurrent CPU environments, each running independently at full performance. AI factories can quickly deploy and scale to tens of thousands of simultaneous instances and agentic tools in a single rack. The new Vera rack is built using the NVIDIA MGX™ modular reference architecture, supported by 80 ecosystem partners worldwide. “Vera is arriving at a turning point for AI. As intelligence becomes agentic — capable of reasoning and acting — the importance of the systems orchestrating that work is elevated,” said Jensen Huang, founder and CEO of NVIDIA. “The CPU is no longer simply supporting the model; it’s driving it. With breakthrough performance and energy efficiency, Vera unlocks AI systems that think faster and scale further.” Leading hyperscalers collaborating with NVIDIA to deploy Vera include Alibaba, CoreWeave, Meta and Oracle Cloud Infrastructure, as well as global system makers Dell Technologies , HPE, Lenovo, Supermicro and others. This broad adoption establishes Vera as the new CPU standard for the AI workloads that matter most for developers, startups, public-private institutions and enterprises — helping democratize access to AI and accelerating innovation. The NVIDIA Vera CPU builds on the success of the NVIDIA Grace™ CPU , enabling organizations of all sizes and across industries to build AI factories that unlock agentic AI at scale. With the highest single-thread performance and bandwidth per core, Vera is a new class of CPU that delivers higher AI throughput, responsiveness and efficiency for large-scale AI services such as coding assistants, as well as consumer and enterprise agents. As reasoning and agentic AI advances, scale, performance and cost are increasingly driven by the infrastructure supporting the models that plan tasks, run tools, interact with data, run code and validate results. SAN JOSE, Calif., M...

Nvidia unveils details of new 88-core Vera CPUs positioned to compete with AMD and Intel – new Vera CPU rack features 256 liquid-cooled chips that deliver up to a 6X gain in CPU throughput Tom's Hardware

格隆汇3月17日｜市场消息：美国法官叫停特朗普政府削减儿童常规推荐疫苗数量的举措，并阻止13名成员入选疫苗顾问委员会。

As of 2:45 p.m. ET, Bitcoin (BTC +3.70%) is once again leading the broader cryptocurrency sector higher, gaining 3.7% over the past 24 hours. Expand CRYPTO : BTC Bitcoin Today's Change ( 3.70 %) $ 2642.69 Current Price $ 74158.00 Key Data Points Market Cap $1.5T Day's Range $ 71465.00 - $ 74387.00 52wk Range $ 60255.56 - $ 126079.89 Volume 55B This move has brought the world's largest digital asset back to the $74,000 level, which is impressive, considering it traded around $62,000 on a couple of occasions over the past month. Let's dive into what's behind Bitcoin's recent impressive rally back toward $75K and whether this mega-cap crypto could be headed back to six-figure territory in short order. Key drivers of today's move in Bitcoin Geopolitical concerns have ratcheted down somewhat over the past weekend, with Bitcoin's daily move superseded by impressive upside seen over the past few days. In fact, from 4 p.m. ET on Friday, Bitcoin is actually up a little more than 4%. I've seen plenty of discussion about institutional capital flowing back into the crypto sector in recent days, providing a key driver for retail investors and traders looking to time their investments in this token. While I believe in Bitcoin's long-term value (and don't view this token as a trading vehicle), I'm also not naive to the fact that others do. Thus, expectations that more capital will flow into the Bitcoin network are reason enough to see a 4% bump in this top token over the weekend. Additionally, news that Bitcoin treasury company Strategy (MSTR +5.51%) has added to its Bitcoin stake and made key developments in its internal funding model appears to have calmed investors concerned about potential liquidations from Strategy and similar firms. With a significant percentage of the overall Bitcoin supply held by companies like Strategy, stress driven by lower Bitcoin prices has been a thorn in the side of those holding Bitcoin directly (with some downward-spiral implications tied to this...

Key Points Expectations that institutional capital flows could increase are one key driver of today's impressive move in Bitcoin. A key move from Bitcoin treasury company Strategy in adding more Bitcoin to its balance sheet also has some investors thinking positively today. Here's what to make of these catalysts, and where Bitcoin could be headed next. 10 stocks we like better than Bitcoin › As of 2:45 p.m. ET, Bitcoin (CRYPTO: BTC) is once again leading the broader cryptocurrency sector higher, gaining 3.7% over the past 24 hours. This move has brought the world's largest digital asset back to the $74,000 level, which is impressive, considering it traded around $62,000 on a couple of occasions over the past month. 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 » Let's dive into what's behind Bitcoin's recent impressive rally back toward $75K and whether this mega-cap crypto could be headed back to six-figure territory in short order. Key drivers of today's move in Bitcoin Geopolitical concerns have ratcheted down somewhat over the past weekend, with Bitcoin's daily move superseded by impressive upside seen over the past few days. In fact, from 4 p.m. ET on Friday, Bitcoin is actually up a little more than 4%. I've seen plenty of discussion about institutional capital flowing back into the crypto sector in recent days, providing a key driver for retail investors and traders looking to time their investments in this token. While I believe in Bitcoin's long-term value (and don't view this token as a trading vehicle), I'm also not naive to the fact that others do. Thus, expectations that more capital will flow into the Bitcoin network are reason enough to see a 4% bump in this top token over the weekend. Additionally, news that Bitcoin treasury company Strategy (NASDAQ: MSTR) has added to its Bitcoin ...

Keir Starmer has insisted that the UK will not be drawn into the wider war in the Middle East as European leaders ruled out sending warships to the strait of Hormuz. In his clearest signal yet of the UK’s divergence from Donald Trump’s attack on Iran, the prime minister said he would stand firm in the face of US pressure despite the decision being “difficult, there’s no hiding that”. As concerns mounted at home over US demands for the British military to help keep shipping lanes open, he said: “While taking the necessary action to defend ourselves and our allies, we will not be drawn into the wider war.” Despite threats from the US president that Nato faces “a very bad future” if members fail to help reopen the vital waterway, European leaders underlined Washington’s isolation as Germany and Italy said they had no plans to send ships. Australia, France and Japan have taken a similar position. This drew a further rebuke from Trump, who singled out Starmer’s failure to provide minesweepers to the Middle East, saying it was terrible and that he was not happy with his close ally. “I was very surprised with the United Kingdom, because two weeks ago, I said, why don’t you send some ships over? And he really didn’t want to do it,” Trump told reporters. “I said, you don’t want to do it? We’ve been with you. You’re our oldest ally, and we spend a lot of money on, you know, Nato and all of these things to protect you. “We’re protecting them. We’re working with them on Ukraine. Ukraine’s thousands of miles away, separated by a vast ocean. We don’t have to do that, but we did it.” 9:30 Could Trump blow up Nato over Iran war? – The Latest Starmer told a Downing Street press conferenceon Monday he was “looking through the options” after Trump asked for help in a phone call on Sunday night to keep the strait of Hormuz open and unblock global oil supplies from the region. Ministers are drawing up plans to send aerial minesweeping drones to help clear the strait amid concerns in Whi...