之前看到过一段采访，有人问阿里巴巴联合创始人蔡崇信，管理篮网和管理公司有什么区别。蔡崇信回答了很多，但总体归纳下来，就是三句话： 找比你聪明的人，给他们足够的钱，听他们的话。 深以为然，其实好的管理，都很简单，做好这3件事就够了。 01 找比你聪明的人 人才，是一家公司最重要的资产。你有再好的战略，都要通过人去实现。因此，你一定要找到那些优秀的人才，而且是比你更优秀的人。 我之前也说过，作为老板，作为领导，下属很难在综合能力上超越你。但你一定要找在某一个方面超过你的人。 如果你不能用人所长，找的是各个方面都不如你的人，到最后，不管遇到什么问题，他们都会找你，哪怕你再厉害，也会被累死。 反之，你用的都是在某一些方面能力比你强的人，你就能组建起一支顶尖团队。 刘邦在谈论自己能得天下，而项羽失天下时就曾说：“夫运筹帷幄之中，决胜千里之外，吾不如子房；镇国家，抚百姓，给饷馈，不绝粮道，吾不如萧何；连百万之众，战必胜，攻必取，吾不如韩信。三者皆人杰，吾能用之，此吾所以取天下者也。项羽有一范增而不能用，此所以为我擒也。” 那么，如何才能找到比你聪明的人？就是你一定要花大量的时间在招聘上。 罗永浩在极客公园创新大会上，就分享了一段故事。 扎克伯格从硅谷挖了11个AI大牛，11个人中有7个是华人。 罗永浩去美国后，就想见识一下这些华人科学家到底有多厉害。 在硅谷见面的时候，其中一位华人科学家跑过来跟罗永浩打招呼，他告诉罗永浩，他在去美国读书之前，曾尝试到锤子科技去做实习生，被HR两次残酷地拒绝。 事后，罗永浩将当年做决定的HR好友微信拉黑了。 这虽然是一则趣闻，但却告诉我们，作为老板，一定要重视招聘。 雷军就非常重视招聘，为了找人，不仅仅是三顾茅庐，而是三十顾茅庐。张一鸣也是如此，早期字节跳动前100名员工，也全是张一鸣亲自面试的。 为什么他们都这样做？ 因为，你是老板，是业务老大，你是最知道自己需要什么样的人的。一旦招聘的人，不了解公司的战略、岗位需求、公司文化，很容易看走眼。 所以，在创业初期，最好老板亲自参与招聘，即便是摊子大了，在一些关键岗位上，也要自己把关。 02 给他们足够多的钱 当你找到了比你聪明的人，这时候你还要激励他们，让他们有奋斗的动力。 那么，该如何激励？ 韦伯著名的“扳道工”假设认为：直接支配人的行为并非理念，而是物质型利益和理念型利益。 简单来说，就是要对...

Agenus (AGEN) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of a loss of $1.27 per share. This compares to a loss of $2.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +144.27%. A quarter ago, it was expected that this biotechnology company would post earnings of $2.63 per share when it actually produced earnings of $1.94, delivering a surprise of -26.24%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Agenus, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $34.2 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 17.54%. This compares to year-ago revenues of $26.84 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Agenus shares have lost about 1.3% since the beginning of the year versus the S&P 500's decline of 3.1%. What's Next for Agenus? While Agenus has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revi...

JHVEPhoto/iStock Editorial via Getty Images By Jennifer Nash Builder confidence inched up in March even with persistent affordability concerns. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose one point from February to 38 this month, marking the 23rd consecutive negative reading. The latest reading was higher than the forecast of 37. The National Association of Home Builders Housing Market Index is a gauge of builder opinion on the relative level of current and future single-family home sales. The data is collected from a monthly survey of about 900 home builders asking respondents to "rate market conditions for the sale of new homes at the present time and in the next six months as well as the traffic of prospective buyers of new homes." It is a diffusion index, which means that a reading above 50 indicates a favorable outlook on home sales; below 50 indicates a negative outlook. Here are a few quotes from the press release : “Affordability for buyers and builders remains a top concern,” said NAHB Chairman Bill Owens, a home builder and remodeler from Worthington, Ohio. “Many buyers remain on the fence waiting for lower interest rates and due to economic uncertainty. Builders are facing elevated land, labor and construction costs and nearly two-thirds continue to offer sales incentives in a bid to firm up the market.” “While the Freddie Mac 30-year fixed rate mortgage averaged 6.05% in February, the lowest since August 2022, downpayment hurdles and uncertainty from the conflict with Iran and the price of oil will be headwinds going forward,” said NAHB Chief Economist Robert Dietz. “The administration’s executive orders issued last week to reduce regulatory burdens associated with home building are a positive step toward increasing attainable housing supply.” Here is the historical series, which dates from 1985. Components of the NAHB Housing Market Index The NAHB Housing Market Index is calculated based off of three components: curr...

In September of last year, during Oracle's (ORCL +0.50%) fiscal 2026 first-quarter earnings results, management issued stunning guidance for its cloud infrastructure division. This segment includes the company's data center business, which essentially rents graphics processing units (GPUs) to companies deploying artificial intelligence solutions. At the time, Oracle said cloud infrastructure revenue would grow 77% in the current fiscal year to $18 billion and then explode to $144 billion by fiscal year 2030. Investors loved it and bid the stock up in a fervent rally. The rally would be short-lived, as AI concerns would affect the entire symbiotic ecosystem. But now, a recent $110 billion catalyst could make Oracle's fiscal year 2030 guidance more likely. Why Oracle's guidance came with challenges After the strong September quarter, investors quickly realized that the devil was in the details. At the time, Oracle had also reported $455 billion in remaining performance obligations (RPOs), representing revenue under contract but not yet collected. The high number of RPOs gave the company and investors confidence in Oracle's guidance. However, it eventually came to light that $300 billion of those RPOs were from OpenAI, the parent company of ChatGPT, which had struck a five-year deal with Oracle for data center capacity. OpenAI has many outstanding data center commitments, totaling $1.4 trillion over the next eight years. This made investors concerned because the company -- which is, albeit, the fastest-growing consumer app ever -- is still only generating about $20 billion in annual recurring revenue. Meanwhile, Oracle was raising significant debt to complete its data center build-out, creating a significant risk if OpenAI is unable to meet its commitments. Expand NYSE : ORCL Oracle Today's Change ( 0.50 %) $ 0.77 Current Price $ 155.88 Key Data Points Market Cap $446B Day's Range $ 154.52 - $ 158.72 52wk Range $ 118.86 - $ 345.72 Volume 864K Avg Vol 29M Gross Margin 6...

Key Points Oracle is building data centers that essentially rent chips to companies looking to run artificial intelligence solutions. Oracle's backlog is heavily dependent on a multi-year, multi-hundred-billion-dollar contract with OpenAI. OpenAI recently did something that makes the company more likely to fulfill this contract. 10 stocks we like better than Oracle › In September of last year, during Oracle's (NYSE: ORCL) fiscal 2026 first-quarter earnings results, management issued stunning guidance for its cloud infrastructure division. This segment includes the company's data center business, which essentially rents graphics processing units (GPUs) to companies deploying artificial intelligence solutions. At the time, Oracle said cloud infrastructure revenue would grow 77% in the current fiscal year to $18 billion and then explode to $144 billion by fiscal year 2030. Investors loved it and bid the stock up in a fervent rally. 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 » The rally would be short-lived, as AI concerns would affect the entire symbiotic ecosystem. But now, a recent $110 billion catalyst could make Oracle's fiscal year 2030 guidance more likely. Why Oracle's guidance came with challenges After the strong September quarter, investors quickly realized that the devil was in the details. At the time, Oracle had also reported $455 billion in remaining performance obligations (RPOs), representing revenue under contract but not yet collected. The high number of RPOs gave the company and investors confidence in Oracle's guidance. However, it eventually came to light that $300 billion of those RPOs were from OpenAI, the parent company of ChatGPT, which had struck a five-year deal with Oracle for data center capacity. OpenAI has many outstanding data center commitments, totaling $1.4 trill...

AAA National Average Gas Price Soars Most On Record AAA (American Automobile Association) reports that the national average price for a gallon of regular gasoline has surged nearly 25% so far this month, putting it on track for the largest monthly increase on record, even surpassing the May 2009 spike, unless the Middle East conflict is resolved quickly. This consumer fuel-price shock is coming at about the worst possible moment: it is a midterm election year for MAGA, and as we have noted previously, an emergency SPR release would do little to contain the spike, leaving the administration with few viable options. Brent crude is trading near $102 a barrel and WTI around $95 on Monday afternoon, levels that suggest the national average price for regular gasoline could soon push even closer to the politically sensitive $4-per-gallon threshold. Consumers have already noticed, as Google Search trends for "Why are gas prices going up" have surged to levels seen when crude prices spiked during Russia's 2022 invasion of Ukraine. The good news is that comments from the Trump administration show an urgency to reopen the critical maritime chokepoint, the Strait of Hormuz. Treasury Secretary Scott Bessent told CNBC's Squawk Box this morning that the US is deliberately "allowing Iranian oil tankers to transit the Strait of Hormuz" and is "fine" with some Indian and Chinese ships moving through "for now… to supply the rest of the world." He highlighted "more and more of the fuel ships start[ing] to go through" and a possible "natural opening" the Iranians are permitting - a tactical concession to stabilize global supply while full escorts remain "militarily" off the table for now. Last week, we highlighted JPMorgan's head of commodity research, Natasha Kaneva, who warned that policy measures will have, at best, a limited impact on oil prices unless safe passage through the Strait of Hormuz is assured, given the potential for up to 12 mbd in losses over the next two weeks. Some o...

国家医保基金收入增幅时隔多年再次大于支出增幅，国家医保局表示，近年来支出增幅持续高于收入增幅的“倒挂”现象得以扭转 【财新网】 最新医保成绩单出炉。3月16日，国家医保局发布《2025年医疗保障事业发展统计快报》（下称《快报》）披露，2025年基本医保参保人数约13.31亿人，增加406万人，其中职工和居民医保参保分别为38856.07万人和94212.08万人，基金总收入35873.11亿元，总支出30009.38亿元。 这是国家医保基金收入增幅时隔多年再次大于支出增幅，相较2024年《2024年全国医疗保障事业发展统计公报》数据，收入增加959.74亿元，同比上涨2.7%；支出增加245.35亿元，同比上涨0.8%。国家医保局表示，这扭转了近年来支出增幅持续高于收入增幅的“倒挂”现象。

苏姿丰2014年接任AMD首席执行官时，这家公司的市值还不到30亿美元。如今，这个数字已超过3150亿美元，增长超过百倍。 AMD市值暴涨始于2018年，在这前一年，谷歌八位科学家发表了一篇开启人工智能新阶段的论文《Attention Is All You Need》——提出了基于注意力机制的深度学习架构Transformer，其并行计算的特点间接将GPU企业送上神坛。 一大批来自中国的新创GPU企业在这一时间段先后成立，谷歌等大厂则另辟蹊径，开创了一条通过ASIC（专用集成电路）芯片自研来优化算力总拥有成本的路径。 时至今日，AI芯片作为算力基础设施，市场竞争已经演变成一场多维度的竞争，这其中不仅包括算力、性能的疯狂追赶和成本的优化，也包括对可持续能源依赖，而在最关键的供应链部分，台积电这样的头部芯片代工厂，以及三星、海力士这样的存储原厂，能够开出什么量级的产能，都决定着AI芯片战争的激烈程度。 从性能到客户再到产能，摆在苏姿丰面前的，是一场前所未有的硬仗。 关于客户，一位从业者透露，“Lisa Su在中国大陆跑客户还是很勤的，比老黄来的次数多多了。” 根据我们的了解，公开层面，2025年，苏妈有两次来华的行程，第一次是在当年3月份的AIPC创新峰会，第二次是造访合作伙伴，两次行程首站也都与联想有关。 01 “苏妈”的新路径 过去十年的大部分时间里，AMD的主要对手是英特尔。 AMD在桌面、服务器和主机市场，一点一点蚕食英特尔的份额，但AI时代的游戏已经不遵循这一规则。 2018年，AMD向云计算领域做出重要转向，推出了Instinct系列数据中心GPU，这是其首款针对AI工作负载设计的芯片，此后多年一直是这条路线上的追赶者。 前年的台北电脑展，苏姿丰在被问及追赶者的角色时，并没有刻意回避相对落后的现实，她说了这样一句话：“显而易见，未来对AI的需求正在急剧加速，” 苏姿丰说，“我们其实才刚刚开启长达十年的AI超级周期。 其实那年苏姿丰还有一句细节容易被忽视，她说：“我们去年（2023年）推出了具有推理领先优势的MI300X系列。” 也就是说，苏姿丰很早就注意到推理的价值，后来的结果也能够反映出“苏妈”的前瞻性——2025年，推理被频繁提及，英伟达甚至收购200亿美元巨资收购了推理芯片供应商Groq。 AMD的转折点出现在2025年。 2025年6月，加州圣何塞举...

你大概听说过：棉花糖实验被推翻了。2018 年，泰勒·沃茨用 900 多个孩子的数据证明，那个「等待两颗棉花糖的孩子长大后更成功」的结论，不太成立。但这只是故事的开头。在推翻之前，其实认知科学就给出了一个和「自控力」完全不同的解释。这篇文章就想搞清楚：我们对「延迟满足」这件事的理解，是否从一开始就跑偏了？ 流浪汉收容所里的顿悟 2012 年，塞莱斯特·基德（Celeste Kidd）还是罗彻斯特大学脑与认知科学系的一名博士生。 某个下午，她在附近一家流浪汉收容所做志愿服务。她观察那里的孩子怎么玩耍、怎么争抢、怎么面对食物。 她注意到一件事：这些孩子面对零食，几乎从不等待。有人把糖果放在桌上，他们会立刻抓起来吃掉。不是慢慢品尝，而是以一种近乎焦虑的速度，迅速消化掉眼前的一切。 她的第一反应，是那个所有人都会有的判断：这些孩子自控力很差。 但第二个念头随即出现，让她坐在那里愣了很久： 这里的孩子，生活在一个物品随时会被偷走的环境里。大人的承诺，往往无法兑现。昨天还在的东西，今天可能就消失了。 在这样的世界里，立刻吃掉眼前的食物，难道不是最合理的选择吗？ 回到实验室，基德决定验证这个直觉。她设计了一个简单但精妙的实验，那就是，在正式的棉花糖测试开始前，先给孩子一段「前置经历」： 不可靠组：研究者承诺会带来更好的美术材料，但两次都食言了。 可靠组：研究者每次都兑现承诺，带来了新蜡笔，带来了孩子喜欢的贴纸。 然后，再对两组孩子做经典的棉花糖测试。 结果如下： 同样的孩子，同样的棉花糖，同样的实验场景。唯一的差异，是他们对眼前这个研究者是否兑现承诺的经验。 基德把这篇论文命名为《理性零食》（Rational Snacking）。 标题本身就是一个立场声明：孩子吃不吃眼前的棉花糖，不是冲动失控的问题，而是理性推断的结果。 她写道： 一个习惯了物品被盗、承诺被打破的孩子，唯一有保障的奖励，是你已经吞下去的那块棉花糖。 换成认知科学的语言：孩子在做一道隐式的概率计算——等待这件事，有没有价值？这取决于他们对环境可靠性（environmental reliability）的历史经验，而不是某种固定的内在特质。 那个被判定为「自控力差」的孩子，其实是一个优秀的理性决策者。他只是生活在一个不值得等待的世界里。 米歇尔从没说过那句话 基德的发现和棉花糖实验的主导者沃尔特·米歇尔（Walter...

Micron Earnings Preview: AI Memory Prices Surge 90%, Analysts Call It a ‘No-Brainer Buy’ NAI500

受中东冲突引发的持续供应干扰担忧推动，油价在早盘上涨。近月西得州中质油期货上涨2.1%，至每桶95.43美元；近月布伦特原油期货上涨1.95%，至每桶102.16美元。尽管美国总统特朗普向盟友施压，要求帮助重开霍尔木兹海峡，但大多数盟友都拒绝了他的要求。 荷兰国际 集团的Warren Patterson在一份研究报告中说：“虽然美国政府提出了保险担保和军舰护航的想法，但两者都尚未实现。“这位大宗商品策略主管补充说：“有说法称，军舰护航可能会在3月底前开始，这意味着在那之前，严重的干扰可能会持续存在。“ 责任编辑：王永生

Earnings Call Insights: Playboy, Inc. (PLBY) Q4 2025 Management View Ben Kohn, CEO, opened by stating the company has made “meaningful progress across all 4 pillars of our strategy, delivered strong financial results, including our fourth consecutive quarter of positive adjusted EBITDA and made 2 senior hires who will be instrumental in driving our next phase of growth.” Kohn highlighted the completion of a strategic transformation, citing four consecutive quarters of positive adjusted EBITDA, a $58 million debt reduction since Q3 2024, and a defined path to reduce debt by nearly $52 million via the UTG China deal. Kohn also emphasized a diversified platform focused on media and experiences, licensing, hospitality, and the Honey Birdette direct-to-consumer business, each oriented towards high margins, recurring revenue, and brand-led growth. Kohn stressed investments in content, media, digital, and hospitality, and announced two senior hires: David Miller as President, Media and Brand, and Phillip Picardi as Chief Brand Officer and Editor in Chief. He also noted the UTG China partnership expected to close imminently, which would “further accelerate our deleveraging and provide flexibility to invest in growth.” Kohn outlined progress in each pillar, notably a relaunch of the company’s website for a subscription-based model, the magazine’s successful relaunch with high-profile talent, and robust engagement through initiatives like the Playmate Search and paid voting, which he described as “a scalable recurring revenue mechanism with multimillion dollar potential.” On licensing, Kohn reported the UTG Brands Management Group deal, the sale of 50% of the China licensing business for $122 million in total cash, with $45 million in purchase price, $67 million in guaranteed minimum distributions over eight years, and $10 million in brand support payments, with almost $52 million earmarked for debt reduction. For Honey Birdette, Kohn stated, “Sales grew 9% year-over-year on ...

越共中央總書記蘇林及越南總理范明政會見外長王毅一行。蘇林表示，中國是動盪世界的中流砥柱，期待與中方增進政治互信，加強戰略對接。 越南共產黨中央總書記蘇林在河內會見到訪的外交部長王毅、公安部長王小洪及國防部長董軍。蘇林表示，「3+3」戰略對話機制是越中兩黨領導人的共同倡議，體現雙方的高度政治互信，彰顯關鍵領域合作已成為雙邊關係的重要支柱，將有力推動越中命運共同體建設走深走實。 蘇林指，當前國際形勢複雜多變，不確定、難預料因素增多，越中應加強團結合作，維護兩國正當利益，中國是動盪世界的中流砥柱。支持國家主席習近平提出的全球四大倡議，期待同中方增進政治互信、加強戰略對接、深化務實合作，推進地方民間交流，密切多邊協調配合，共同維護國際和地區穩定發展，共同推進世界社會主義事業。 王毅就先向蘇林轉達中共總書記習近平的親切問候。 外長王毅說：「去年以來，習近平總書記與蘇林總書記保持戰略溝通，引領中越關係在世界變局中堅毅前行。」 王毅表示，此次到越南出席「3+3」機制首次部長級會議，就是要落實兩黨兩國最高領導人重要共識，會議對外釋放中越兩大社會主義國家攜手維護政治制度安全、共謀民族發展振興的重要信號。 越南總理范明政隨後亦會見三名部長。范明政表示，願同中方落實好兩黨最高領導人重要共識，籌備好下階段高層交往。 王毅表示，中方願同越方全面深化發展戰略對接，加強互聯互通、經貿投資等領域合作，實施更多惠民生項目。三名部長在完成今日行程後，就會啟程離開越南，結束三天的外訪。

(RTTNews) - The Taiwan stock market has tracked lower in three straight sessions, sinking more than 770 points or 2.4 percent along the way. The Taiwan Stock Exchange now sits just above the 33,340-point plateau and it's expected to open in the green on Tuesday. The global forecast for the Asian markets is upbeat on easing crude oil prices. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The TSE finished slightly lower on Monday following gains from the plastics and mixed performances from the financial shares and technology stocks. For the day, the index shed 57.81 points or 0.17 percent to finish at 33,342.51 after trading between 33,278.06 and 33,765.81. Among the actives, Cathay Financial perked 0.17 percent, while Mega Financial collected 0.65 percent, First Financial dipped 0.17 percent, Fubon Financial was up 0.16 percent, E Sun Financial plunged 2.57 percent, Taiwan Semiconductor Manufacturing Company slumped 1.07 percent, United Microelectronics Corporation rallied 1.68 percent, Hon Hai Precision advanced 0.93 percent, Largan Precision retreated 1.71 percent, Catcher Technology climbed 1.08 percent, MediaTek lost 0.58 percent, Delta Electronics tumbled 1.81 percent, Novatek Microelectronics tanked 2.45 percent, Formosa Plastics spiked 2.97 percent, Nan Ya Plastics surged 6.83 percent, Asia Cement shed 0.43 percent and CTBC Financial was unchanged. The lead from Wall Street is positive as the major averages opened higher on Monday and remained firmly in the green throughout the trading day, snapping a four-day losing streak. The Dow jumped 387.94 points or 0.83 percent to finish at 46,946.41, while the NASDAQ rallied 268.82 points or 1.22 percent to end at 22,374.18 and the S&P 500 spiked 67.19 points or 1.01 percent to close at 6,699.38. The rebound on Wall Street came amid a sharp pullback by the price of crude oil after President Donald Trump called on other countries to help secure the Strait of Hormuz. Crude...

据央视新闻消息，美国和以色列对伊朗的军事打击已持续17天，导致中东局势紧张，霍尔木兹海峡航运几乎中断。美国计划组建“霍尔木兹联盟”以控制海域，但多国态度谨慎，暂未响应。伊朗威胁打击美军设施，地区经济活动受冲突影响显著。此次冲突引发国际油价飙升，可能影响全球经济增长率和通货膨胀。多国呼吁停火并通过外交途径解决危机，以确保霍尔木兹海峡通畅。

DarcyIQ connects to the Newly Launched AWS Partner Central Agents Experience, Enabling AWS Partners to Manage Opportunities, Unlock Funding, and Accelerate Deals ROCHESTER, N.Y., March 16, 2026 /PRNewswire/ -- Innovative Solutions, the fastest growing Amazon Web Services (AWS) Premier Tier Services Partner that delivers AI and data services to growing businesses, today announced that DarcyIQ now supports the newly launched AWS Partner Central Agents experience. The integration, delivered through DarcyIQ MCP Studio, brings the full power of AWS Partner Central's AI-driven co-selling, funding, and opportunity management capabilities directly into DarcyIQ — so partner teams can act on deals, surface funding opportunities, and advance their pipeline without ever switching platforms. Innovative Solutions: AWS Premier Consulting Partner (PRNewsfoto/Innovative Solutions) The announcement coincides with today's launch of AWS Partner Central Agents, a new agentic experience from AWS powered by Amazon Bedrock AgentCore that automates administrative tasks, streamlines opportunity management, and guides partners through co-selling, funding, and deal progression. DarcyIQ is among the first platforms to connect to this new experience, giving Innovative Solutions customers immediate access to these capabilities from within the AI workflows they already use every day. "AWS partners spend too much time managing the process of selling with AWS and not enough time actually selling," said Travis Rehl, CTO of Innovative Solutions. "AWS Partner Central Agents is a game-changer for how partners operate their co-sell motion, and DarcyIQ is the fastest way to put those capabilities in front of your team. A partner manager can now surface funding recommendations, get next-step guidance on a deal, and move an opportunity forward — all through a conversation in DarcyIQ, without ever opening another tab." Bringing AWS Partner Intelligence Into the Tools Partners Already Use AWS Partner Central ...

Hong Kong lawmakers have said Andrew and Tristan Tate cannot be extradited to the UK or Romania – where they face prosecution – without formal requests from those governments, as the infamous influencer brothers continued their visit to the city on Monday. The legislators also rejected claims that the city had become a haven for fugitives following the suspension of extradition treaties with several Western countries, including the United Kingdom, in 2020. The controversial influencers entered Hong Kong over the weekend, sparking heated discussion online. Advertisement Andrew, 39, responded on social media on Monday, dismissing calls for his extradition. “If England doesn’t extradite me soon I’ll have to fly there myself and I think the taxpayer should pay for my flight if the government wanna talk to me so badly,” he wrote. Videos shared on social media showed the brothers surrounded by crowds in Lan Kwai Fong, where onlookers were seen taking photographs and selfies with them.

京東集團宣布，在歐洲推出全新線上零售品牌Joybuy，拓展歐洲市場的零售與物流供應鏈布局。Joybuy將深耕英國、德國、荷蘭、法國、比利時和盧森堡市場，為當地消費者提供線上購物體驗。 電商購物進入「當日達」時代 依託京東供應鏈和本地化運營體系，Joybuy與全球多個品牌合作，提供包括電子產品、家用電器、家居生活、美妝、個人護理、食品飲料等商品。通過自建物流網絡，Joybuy將「211」速度引入歐洲逾30座主要城市，即指定區域內，當日上午十一時前提交訂單，貨品可以在當日送達；晚上十一時前提交的訂單，貨品可以在次日下午三時前送達。 為中國品牌打開歐洲市場 此外，Joybuy正成為中國品牌拓展歐洲市場的重要渠道，依託本地化運營與供應鏈優勢，為中國企業連接歐洲消費者提供路徑。在英國，Joybuy已與貴州茅台達成戰略合作，成為茅台英國出口全系列產品線上零售商。 此外，大疆、Insta360、小米、榮耀、TCL、海信、美的、海爾等科技品牌深受當地消費者喜愛，智能手機、4K電視、超薄雪櫃、3D打印機、智能數碼產品等在各國熱銷；宇樹科技的人形機器人和機器狗，已在Joybuy銷售過百台；海底撈、良品鋪子、衛龍、螺螄粉、麻辣燙等品牌和商品，為當地華人及歐洲消費者提供中國傳統食材與特色商品選擇。 「211」速度覆蓋4,000萬人口 京東物流已在歐洲構建起涵蓋倉揀運配全鏈路的自建物流網絡。快遞服務JoyExpress打造規模化的運輸車隊，為Joybuy消費者提供專業、快速的送貨上門服務。這一端到端自建物流網絡極大提升電商履約效率，並將京東「211」速度複製到歐洲市場。 目前，Joybuy的「211」服務已覆蓋英國倫敦、伯明翰、法國巴黎、德國科隆、杜塞爾多夫，以及荷蘭阿姆斯特丹、鹿特丹等30多個主要城市，超過4,000萬人可以享受「上午下單，下午收貨」的極速購物體驗。 京東物流已為Joybuy在歐洲運營超過60個倉庫和快遞站點。其中，在英國米爾頓凱恩斯的首個海外智狼倉，部署近200台物流自動化設備，通過「貨到人」模式，實現揀貨及出庫效率約4倍提升。 伴隨Joybuy的快速發展，京東將進一步擴大供應鏈物流基礎設施規模，並投用更多前沿物流科技，推動整體供應鏈降本增效。

京東集團宣布，在歐洲推出全新線上零售品牌Joybuy，拓展歐洲市場的零售與物流供應鏈布局。Joybuy將深耕英國、德國、荷蘭、法國、比利時和盧森堡市場，為當地消費者提供線上購物體驗。 電商購物進入「當日達」時代 依託京東供應鏈和本地化運營體系，Joybuy與全球多個品牌合作，提供包括電子產品、家用電器、家居生活、美妝、個人護理、食品飲料等商品。通過自建物流網絡，Joybuy將「211」速度引入歐洲逾30座主要城市，即指定區域內，當日上午十一時前提交訂單，貨品可以在當日送達；晚上十一時前提交的訂單，貨品可以在次日下午三時前送達。 為中國品牌打開歐洲市場 此外，Joybuy正成為中國品牌拓展歐洲市場的重要渠道，依託本地化運營與供應鏈優勢，為中國企業連接歐洲消費者提供路徑。在英國，Joybuy已與貴州茅台達成戰略合作，成為茅台英國出口全系列產品線上零售商。 此外，大疆、Insta360、小米、榮耀、TCL、海信、美的、海爾等科技品牌深受當地消費者喜愛，智能手機、4K電視、超薄雪櫃、3D打印機、智能數碼產品等在各國熱銷；宇樹科技的人形機器人和機器狗，已在Joybuy銷售過百台；海底撈、良品鋪子、衛龍、螺螄粉、麻辣燙等品牌和商品，為當地華人及歐洲消費者提供中國傳統食材與特色商品選擇。 「211」速度覆蓋4,000萬人口 京東物流已在歐洲構建起涵蓋倉揀運配全鏈路的自建物流網絡。快遞服務JoyExpress打造規模化的運輸車隊，為Joybuy消費者提供專業、快速的送貨上門服務。這一端到端自建物流網絡極大提升電商履約效率，並將京東「211」速度複製到歐洲市場。 目前，Joybuy的「211」服務已覆蓋英國倫敦、伯明翰、法國巴黎、德國科隆、杜塞爾多夫，以及荷蘭阿姆斯特丹、鹿特丹等30多個主要城市，超過4,000萬人可以享受「上午下單，下午收貨」的極速購物體驗。 京東物流已為Joybuy在歐洲運營超過60個倉庫和快遞站點。其中，在英國米爾頓凱恩斯的首個海外智狼倉，部署近200台物流自動化設備，通過「貨到人」模式，實現揀貨及出庫效率約4倍提升。 伴隨Joybuy的快速發展，京東將進一步擴大供應鏈物流基礎設施規模，並投用更多前沿物流科技，推動整體供應鏈降本增效。

On February 17, 2026, NewSquare Capital disclosed the sale of 33,575 shares of the First Trust NASDAQ-100-Technology Sector Index Fund (NASDAQ:QTEC) , an estimated $7.83 million trade based on quarterly average pricing. According to an SEC filing dated February 17, 2026, NewSquare Capital reduced its stake in the First Trust NASDAQ-100-Technology Sector Index Fund (NASDAQ:QTEC) by 33,575 shares during the prior quarter. The estimated value of the shares sold was $7.83 million, calculated using the quarter’s average share price. The position’s quarter-end value declined by $7.67 million, driven by both share sales and price changes. The First Trust NASDAQ-100-Technology Sector Index Fund is a passively managed ETF providing targeted exposure to the technology sector within the NASDAQ-100. The fund's equal-weighted methodology differentiates it from traditional market-cap-weighted technology ETFs, promoting diversification among its holdings. QTEC is structured for investors seeking a cost-effective, index-based approach to U.S. technology equities, with a focus on sector purity and risk mitigation through equal weighting. Continue reading

文章提及标的 伦敦银 -- 现货白银跌超1%，现报80.29美元/盎司。

普利制药于近日收到国家药品监督管理局（NMPA）签发的注射用卡非佐米（60mg）药品注册批件（注册分类：化学药品4类），视同通过仿制药质量和疗效一致性评价，正式获批上市。该产品为治疗复发/难治性多发性骨髓瘤的强效抗肿瘤药物。

格隆汇3月17日｜布伦特原油期货涨幅扩大至2%，报102.22美元/桶。

格隆汇3月17日｜韩国三星电子最大的工人工会领导人告诉媒体，随着工会成员就5月份的罢工计划进行投票，工会威胁将中断芯片生产。这家全球最大的存储芯片制造商的罢工可能会加剧全球半导体供应的瓶颈，原因是人工智能数据中心业务的强劲需求限制了向从汽车、计算机到智能手机等行业的供应。"我预计会出现生产中断，"三星电子工会 (SELU) 领导人崔（Choi Seung-ho）上周在投票开始时表示。三星在韩国的员工总数为 125,000 人，其中约 90,000 名加入工会的工人有资格参加投票，投票将持续到本周三。崔说，如果工人们未能达成协议，他们计划从5月21日起罢工18天，并补充说，这可能会影响三星位于首都首尔南部平泽的庞大半导体工厂约一半的产量。三星公司一位不愿透露姓名的官员说，"哪怕是一次罢工 "造成的停产都可能损害客户的信任，需要数年才能恢复，因为这是一个敏感问题。

In Brief The SEC is working on a proposal to allow public companies to release earnings reports twice a year instead of quarterly, per the WSJ. Chatter about making the 50-plus-year-old quarterly requirement optional has picked up steam in the past year, as companies lament the cost and burden of preparing for quarterly earnings. The requirement is also thought to be one reason why some companies choose to stay private longer. Those in favor of change hope that a semiannual requirement will encourage more companies to go public by making it easier to maintain public company status. SEC Chairman Paul Atkins and President Trump have both voiced support for the idea. The Journal reports that the SEC has already begun discussions with exchanges about potential next steps, though any change is still a long way away. If the SEC releases its proposal — which could come within the next few weeks — it will be subject to a public comment period and then a vote. There is precedent for this rule, notes the Journal. Both the European Union and the U.K. eliminated mandatory quarterly reporting roughly a decade ago in favor of semiannual disclosures, though many companies in both markets still report quarterly by choice.

OpenAI 的高管们正在敲定一项重大战略转变计划，将公司重新聚焦于编程和商业用户，因为他们意识到“一次性包揽所有事情”的战略已经让他们处于守势。 OpenAI 应用业务负责人Fidji Simo 在一次全体员工大会上预先介绍了这些变化，并表示包括首席执行官 Sam Altman 和首席研究官 Mark Chen 在内的高层领导正在积极研究哪些领域需要降低优先级。他们预计将在未来几周内通知员工这些变化。 Simo对员工表示：“我们不能因为被支线任务分散注意力而错失良机。我们必须全面提高生产力，尤其是在商业领域。” 去年，OpenAI发布了一系列新产品，包括视频生成器Sora、名为Atlas的网页浏览器、一款新的硬件设备以及ChatGPT的电子商务功能。Altman此前曾将这种策略比作在OpenAI内部“投资一系列初创公司”，而这一战略也帮助公司巩固了其作为人工智能时代先驱的地位。 OpenAI正面临来自竞争对手Anthropic日益增长的压力。Anthropic凭借其Claude Code和Cowork产品的爆款成功，已成为企业级人工智能领域的领军供应商。这些产品包含能够自主为用户执行复杂任务的所谓“智能体”，在硅谷风靡一时，甚至在上个月引发了全球股市抛售潮。 与OpenAI相比，Anthropic在产品上的投入较少，主要集中在企业级和代码市场。例如，该公司迄今为止尚未涉足图像和视频生成产品领域。 OpenAI和Anthropic都已采取措施准备上市，最早可能在今年实现。这些计划加剧了两家公司之间激烈的竞争。两家公司均未透露具体时间，但据报道，OpenAI在一些讨论中曾提出在今年第四季度进行首次公开募股（IPO）的可能性。 Simo告诉员工，Anthropic的成功应该给公司敲响警钟，公司必须重新夺回在软件开发者和企业客户中的领先地位。 一些现任和前任员工表示，去年“什么都做”的做法有时导致公司缺乏重点，有时很难理解OpenAI的战略方向。这在许多组织中都是一个问题，但在OpenAI和其他前沿实验室，风险更高，因为核心问题是如何合理分配有限的计算资源。 这些员工表示，计算资源经常在最后一刻从一个团队转移到另一个团队，导致公司组织结构变得复杂。例如，他们说，OpenAI 的 Sora 团队隶属于研究部门，尽管该团队负责推出公司最受瞩目的产品之一。 OpenAI 于去年...

导读：财联社3月17日投资避雷针，近日A股及海外市场潜在风险事件如下。国内经济信息方面包括：1）成本与需求双重挤压，3月手机面板价格延续跌势；2）多家手机厂商宣布调价，部分机型价格上涨近千元；公司方面重点关注包括：1）湘邮科技因涉嫌信息披露违法违规被证监会立案调查；2）速达股份实控人、董事长李锡元被留置；海外市场重点关注包括：1）特朗普暗示袭击哈尔克岛石油设施；2）国际油价16日大幅下跌。 经济信息 1、国内期货夜盘收盘，烧碱期货主力合约跌4.67%，燃油期货主力合约跌2.76%，对二甲苯期货主力合约跌3.80%，PTA跌3.25%；能源品全部下跌，低硫燃料油跌2.96%；油脂油料全部下跌，菜粕跌2.19%；非金属建材全部下跌，玻璃跌1.97%；农副产品涨幅居前，棉花涨0.84%；黑色系多数上涨，铁矿石涨0.62%。 2、CINNO Research分析称，进入3月，春节假期效应消退，手机面板市场仍面临严峻挑战。上游存储器及大宗原材料成本高企与下游终端采购谨慎情绪交织，各技术路线面板价格普遍承压。在“成本高企”与“需求疲软”的博弈中，买方议价能力显著增强，为争取有限订单，面板厂与模组厂延续“以价换量”策略，整体价格将继续下探。其中，在AMOLED方面，刚性AMOLED面板受主力厂商调价策略影响，3月价格将继续下探；柔性AMOLED面板则面临更为严峻的挑战，受存储价格上涨大周期影响，终端品牌大幅削减采购量，导致面板厂产线普遍无法满产运行，为填补产能缺口并维持客户份额，面板厂在项目议价中持续让利，价格竞争趋于白热化，3月柔性AMOLED面板价格仍将延续下行通道，CINNO Research预测其下半年价格降幅或将进一步扩大，降幅可达20%以上。 3、记者在武汉、深圳等地的手机零售渠道实地探访发现，目前，部分手机品牌涨价已落地。相关机型在出厂价格基础上涨300元至500元，叠加 “店补”优惠取消后，部分机型的价格变化幅度近1000元。此前，已有多家手机厂商负责人公开表示，内存涨价已对相关业务带来了压力。OPPO、vivo等厂商先后宣布，自3月中旬起上调部分手机型号售价。受需求爆发式增长、产能“断崖式”紧缺等因素影响，2025年9月至今，存储芯片价格持续上涨。 公司预警 1、湘邮科技：因涉嫌信息披露违法违规被证监会立案调查。 2、ST柯利达：公司及董事长顾益明涉嫌信息披露违...

Source: Bloomberg, 34:59

tifonimages Rio Tinto ( RIO ) +1.5% post-market Monday after saying its joint venture with BHP ( BHP ) has gained ​control of acreage in Arizona needed to build the Resolution Copper mine after completing a land exchange required to unlock the full potential of the project. The land exchange involves the transfer of more than 5,400 acres of environmentally and culturally sensitive land containing Native American cultural sites to the U.S. Forest Service and Bureau of Land Management, and in return, Resolution has received more than 2,400 acres of land adjacent to the historic Magma Copper mine, which contains an estimated 40B lbs of copper. Completion of the land swap followed Friday's decision in the U.S. Court of Appeals for the Ninth Circuit which ruled in favor of Resolution Copper and the federal government, denying the plaintiffs' requests to stop the exchange. Resolution Copper also said it would launch a ~$500M drilling campaign over the next two years to support enabling works, including surface drilling to collect additional resource information, closeout and mitigation costs associated with the land exchange. The move appears to mark the end of a long-running legal fight between the San Carlos Apache people ​and the Trump administration's effort to wean the U.S. from foreign supplies for key minerals. Resolution Copper Mining is 55% owned by Resolution Copper Company, a Rio Tinto ( RIO ) subsidiary, and 45% by BHP ( BHP ). More on Rio Tinto and BHP Group Rio TInto's Mongolian Friction Threatens Long-Term ROI BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto BHP Group Limited (BHP) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow