Robert Way Shares of optical companies Lumentum ( LITE ) and Coherent ( COHR ) slipped in premarket trading on Tuesday as Nvidia ( NVDA ) CEO Jensen Huang reaffirmed his company's use of copper in its server racks. Lumentum fell more than 4% in premarket trading, while Coherent fell nearly 4%. Credo Technology ( CRDO ), which produces active electrical cables, rose nearly 1%. During the nearly two-and-a-half-hour-long presentation that spanned several topics , Huang said that Nvidia would use copper and co-packaged optics in both its upcoming Vera Rubin Ultra and Feynman lines, with both options advancing in parallel. J.P. Morgan analyst Harlan Sur said Nvidia pursuing both paths is consistent with his expectations and that expectations of co-packaged optics are “ahead of downstream readiness.” “For the current Vera Rubin generation, Oberon racks use copper scale-up for NVL72, with optical scale- up to expand to NVL576,” Sur wrote in a note to clients. “The Spectrum-6 SPX co-packaged optics Ethernet switch is in full production, co-developed with TSMC, with [management] claiming 5x greater optical power efficiency and 10x higher resiliency vs. traditional pluggable transceivers. For Rubin Ultra (C2H27), the Kyber rack architecture uses vertical compute trays connected through a central midplane and NVLink copper scale-up (up to 144 GPUs), with an alternative CPO-based NVLink switch solution also shown for inter-shelf interconnect. Mgmt indicated both designs will continue advancing in parallel. For Feynman (CY28), NVDA will explicitly offer Kyber with both copper and CPO scale-up, alongside Spectrum-7 (204T, CPO) for scale-out.” More on Lumentum, Coherent, Nvidia and Credo Credo's Growth Explosion The Market Is Ignoring Nvidia At Significant Risk As Upside Priced In, But Downside Not Read This Before Nvidia GTC 2026: Agentic AI And LPU Nvidia's $1T backlog 'a stunner,' Groq 3 integration key announcement - analysts STMicroelectronics joins hands with Nvidia to accel...

据网约车（885753）监管信息交互系统监测，截至2026年2月28日，全国共有396家网约车（885753）平台公司取得网约车（885753）平台经营许可，与上月持平。网约车（885753）监管信息交互系统2月份共收到订单信息7.65亿单。从本月情况看，其中，面向乘客、与网约车（885753）平台公司共同提供服务的平台(俗称网约车（885753）聚合平台)完成2.24亿单，日均订单量环比下降18.0%(主要受春节假期影响)。按订单合规率从高到低分别是花小猪出行、滴滴出行、高德打车、百度（BIDU）打车、携程（TCOM）用车、腾讯（K80700）出行、美团（K83690）打车。(交通运输部)

就在前几天，马斯克在X上发了一条消息： “xAI第一次没建对，现在要从基础重建。（xAI was not built right first time around, so is being rebuilt from the foundations up.）” 他顺便还补了一句：“Tesla当年也一样。” 此话一出，整个评论区都笑了：这剧情我好像见过？ xAI是真不行吗 事实上，Grok过去一年其实不算“差生”。 如果只看xAI自己公开的数据，在2025年初那个时候，Grok 3至少在“数学+科学推理”这组指标上，已经站到了和OpenAI、Anthropic、Google同桌竞争的位置，甚至在xAI选取的对比里，对GPT-4o和Claude 3.5 Sonnet还是明显领先的。 到了2025年7月，xAI推出了Grok 4。 根据第三方评测的数据，Grok 4也算是综合成绩还不错的，推理和数学能力都还挺强。按照Artificial Analysis被广泛转述的综合榜单，Grok 4的Intelligence Index是73分，高于OpenAI o3和Gemini 2.5 Pro的70分，也高于Claude 4 Opus的64分。 来源：Artificial Analysis2025年7月10的X 过去一年Grok在自身功力的提升上，还算有不小的成果。 但在业务体量和用户规模上，xAI落后得过于明显了。 用户规模上，OpenAI今年2月披露，ChatGPT已经达到9亿周活、5000万付费订阅用户；Google披露Gemini App超过7.5亿月活。 到了Grok这里，马斯克目前还没有拿出同量级的全局用户数据。这肯定不是马斯克太低调的缘故。 而在业务范围上，Grok的困境也大差不差。 ChatGPT已经成了很多普通用户和企业的默认入口，既有消费端习惯，也有开发者和企业版本做支撑。 Gemini背后连着Google搜索、Workspace、Cloud和Vertex AI，很多时候它不需要“重新教育用户”，因为它本来就在用户的邮箱、文档、搜索和云服务里面。 Claude走的是另一条路。Anthropic去年在发布和采访里反复把商业伙伴放在嘴边，埃森哲也和Anthropic签了多年合作，相当于Anthropic借着埃森哲现成的大客户销售网络和交付体系，去推公共部门、金融、...

Goodfood Market ( GDDFF ) ( FOOD:CA ) has appointed Najib Maalouf as President and COO, effective immediately. Maalouf is an experienced executive with a successful background in global manufacturing and consumer businesses. He has held senior leadership roles emphasizing operational excellence and supply chain management. He recently led a billion-dollar global manufacturing business in high-end residential appliances, managing premium brands and complex international operations. More on Goodfood Market Goodfood Market Corp. (FOOD:CA) Shareholder/Analyst Call Prepared Remarks Transcript Goodfood Market Corp. (FOOD:CA) Shareholder/Analyst Call - Slideshow Goodfood Market Corp. (FOOD:CA) Q1 2026 Earnings Call Transcript Historical earnings data for Goodfood Market Financial information for Goodfood Market

格隆汇3月17日｜ARK投资管理公司首席投资官凯西·伍德称，人工智能已经提高了劳动生产率，并且在未来十年还将带来更显著的收益提升。非农业部门的生产率同比已增长2.8%，但新的人工智能工具的应用有望使这一增速提升至每年6%左右。这些大型语言模型所带来的生产力提升令人惊叹。她还补充道，就连她公司内部的“曾经持怀疑态度的人”也对它们的表现“感到十分震惊”。伍德指出，前沿的人工智能模型供应商的营收增长十分显著，安托皮公司的年化营收已达到190亿美元，而奥普尼公司的营收则从200亿美元增长到了250亿美元。她说：“在未来五到十年内，我们预计能从目前几乎为零的水平实现10万亿至12万亿美元的收入增长。这将对国内生产总值产生重大影响。”

TryHard ( THH ) received a notice from Nasdaq for failing to maintain the $1 minimum bid price requirement. The non-compliance is based on its closing bid price remaining below $1 from January 27 to March 10, 2026. The company also mutually terminated its standby equity purchase agreement signed on January 14, 2026. The terminated agreement was with Summer Explorer Investments. More on TryHard Holdings Limited Financial information for TryHard Holdings Limited

Anton Zacon/iStock via Getty Images Co-authored with Beyond Saving. It's starting again. Volatility is picking up in the market with the CBOE S&P 500 Volatility Index ( VIX ) gradually climbing so far in 2026. Data by YCharts The VIX Index measures the expected volatility of the S&P 500 ( SP500 ) by looking at options prices for options expiring 23-37 days out. A number below 20 is considered relatively stable, while a number above 30 is generally associated with a market panic. The long-term average is closer to 19. What does this mean? It simply means that the market is a little less confident than average. This might be a bit surprising considering the headlines. Consider that in April 2025, the VIX went from 22 to 52 from April 1st to April 8th. The VIX is above average, but we haven't seen the panic happen yet. Data by YCharts However, with war in the Middle East, oil prices rising, and the labor market deteriorating, we have to be aware that one day we might wake up and the world has changed. We need to be ready for one of those large spikes of volatility that tend to be associated with material declines in stock prices. Volatility in the market was already increasing before any of the latest news. The stories flooding the news cycle were about the risks of AI: how it might disrupt existing businesses, how it might not be as profitable as hoped for companies investing in AI-related CapEx, how jobs might be lost, etc. When you have an already skittish market, it is a situation that is ripe for a sudden reversal. As investors, we have to be aware that at any moment, there is a risk that we wake up in the morning and some piece of news has the market crashing more than we thought probable. The time to make a plan is not when the market is crashing. The time to make a plan is right now, when your portfolio is near all-time highs, and you are feeling pretty good about it. Our best decision-making occurs when we are not under pressure. What will you do if you wake u...

格隆汇3月17日｜以色列外长：我们已经赢了，伊朗已大幅削弱。我们将继续与伊朗的战争，直到任务完成。注：此前有消息称，根据以色列目前的评估，战争可能还会持续三周到一个月左右。

好家伙……我真的是直接好家伙！ 3月17日，楽天（乐天）集团正式发布了Rakuten AI 3.0模型，号称是“日本国内最大规模的高性能AI模型”。官方宣传的参数量为约7000亿，并且日语特化，Apache 2.0开源许可，还拿了日本经产省和NEDO的GENIAC项目补助。 然而就是这样一个日本国民级的AI模型，不到12小时，爆出惊天大雷。 当天下午，有人打开了Rakuten AI 3.0在Hugging Face上的config.json。 第一行配置，architectures（架构）字段，赫然写着一个在中国家喻户晓的模型：DeepseekV3ForCausalLM. 而model_type字段为deepseek_v3。 也就是说，这个日本“国内最大规模的高性能AI模型”，正是DeepSeek V3。 01 事情的发现过程没有任何技术门槛。 Rakuten AI 3.0发布后，模型权重按惯例上传到了Hugging Face的楽天官方仓库。 任何人点进去，切到“Files and versions”标签页，打开config.json就能看到。 这个config.json是每个大模型都有的配置文件，记录着模型的架构信息。 architectures字段写的“DeepseekV3ForCausalLM”，意思是这个模型使用的是DeepSeek V3的因果语言模型架构。 不是“参考”，不是“借鉴”，是直接声明了模型类别。 往下看，hidden_size是7168，intermediate_size是18432，num_hidden_layers是61，n_routed_experts是256，vocab_size是129280。 这些数字和DeepSeek V3的原版配置一模一样。 说实话，真的是演都不演了。而且现在DeepSeek已经更新到V3.2了，V3幻觉太高，其实不怎么好用的。 难怪楽天的Rakuten AI 3.0号称“参数量约7000亿”，因为DeepSeek V3的参数量就是6810亿。 Hugging Face的模型页面上，标签栏里甚至直接挂着“deepseek_v3”的标签。这不是网友后加的，是模型上传时系统根据config自动生成的。 楽天自己的说法是基于开源社区最优秀的模型开发。 这句话写在官方新闻稿里，还写在Hugging Face的模型卡片里，...

Amazon is launching one-hour and three-hour delivery options across many cities in the U.S. as the e-commerce giant looks to compete with instant delivery companies like Instacart, DoorDash and Uber Eats. The e-commerce giant is making more than 90,000 items available via this new delivery system. If an item can be delivered to a user within one or three hours, they’ll see a label saying so next to that item on the Amazon app. There’s also a filter for these new delivery options in the app and site. Image Credit: Amazon Amazon Prime subscribers will be charged $9.99 for one-hour deliveries and $4.99 for three-hour deliveries. If you don’t have a Prime subscription, you’ll pay $19.99 for one-hour deliveries and $14.99 for three-hour deliveries. Amazon said it is making the one-hour delivery option available in hundreds of cities in the U.S., including parts of major metropolitan areas like Los Angeles, Chicago, and Washington, D.C., as well as Des Moines, Boise, and American Fork. The three-hour option is available in over 2,000 U.S. cities and towns. The company is also launching a dedicated storefront to house items eligible for these new delivery options. “Our customers are busier than ever and are looking for new ways to save time while keeping their households running. We saw an opportunity to use our unique operational expertise and delivery network to help make customers’ lives a little easier while unlocking even more value for Prime members,” Udit Madan, senior vice president of Worldwide Operations at Amazon, said in a statement. The company said it is using its existing, same-day fulfillment sites for the new delivery options. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register n...

Amazon is launching one-hour and three-hour delivery options across many cities in the U.S. as the e-commerce giant looks to compete with instant delivery companies like Instacart, DoorDash and Uber Eats. The e-commerce giant is making more than 90,000 items available via this new delivery system. If an item can be delivered to a user within one or three hours, they’ll see a label saying so next to that item on the Amazon app. There’s also a filter for these new delivery options in the app and site. Image Credit: Amazon Amazon Prime subscribers will be charged $9.99 for one-hour deliveries and $4.99 for three-hour deliveries. If you don’t have a Prime subscription, you’ll pay $19.99 for one-hour deliveries and $14.99 for three-hour deliveries. Amazon said it is making the one-hour delivery option available in hundreds of cities in the U.S., including parts of major metropolitan areas like Los Angeles, Chicago, and Washington, D.C., as well as Des Moines, Boise, and American Fork. The three-hour option is available in over 2,000 U.S. cities and towns. The company is also launching a dedicated storefront to house items eligible for these new delivery options. “Our customers are busier than ever and are looking for new ways to save time while keeping their households running. We saw an opportunity to use our unique operational expertise and delivery network to help make customers’ lives a little easier while unlocking even more value for Prime members,” Udit Madan, senior vice president of Worldwide Operations at Amazon, said in a statement. The company said it is using its existing, same-day fulfillment sites for the new delivery options. This isn’t the first time Amazon has tried its hand at instant deliveries. The company previously launched one-hour deliveries under the “Prime Now” service in 2014, but it was discontinued in 2021. And then in December 2025, it piloted a 30-minute delivery option in Seattle and Philadelphia. The company has been trying to get into t...

财联社3月17日讯（记者 闫军） 又一批硬科技基金产品集中获批。 财联社记者获悉，证监会近日核准新一批硬科技主题基金产品，共计15只产品在同日获批，产品主要为7只跟踪双创人工智能指数的被动基金，花落中金、泰康、华安、富国、兴银、景顺长城；8只以中国战略新兴产业成份指数为基准的主动基金，中银、兴证资管、中加、新华、东财、财通资管、诺安、南方以及鹏安拿下批文。 目前， 上述15只获批产品已全面进入发行筹备阶段，预计近期陆续启动募集，募集完成后将依规办理备案、上市交易等相关手续，稳步推进落地运作。 业内指出，后续随着这批产品落地发行，将进一步吸引增量资金布局硬科技与战略性新兴产业赛道，强化资本市场资源配置功能，推动我国科技产业高质量发展，同时让广大投资者更好分享战略性新兴产业与人工智能产业的发展红利。 15只硬科技基金密集获批，投向双创AI、战略新兴产业 此次获批的产品跟踪两大指数，分为两大类： 一类是跟踪中证科创创业人工智能指数的被动产品。 合计7只，分别是中金双创AI ETF、泰康双创AI ETF、华安双创AI ETF、富国双创AI ETF、兴银双创AI ETF、景顺长城双创AI ETF联接基金以及中银双创AI指数基金。 此次获批的7只产品涵盖ETF、指数型基金、ETF联接基金三类形态，具备交易便捷、费率低廉、透明度高、跟踪误差小的优势，既适合场内快捷交易，也能通过场外渠道布局，帮助投资者一键把握AI板块行情。 这是继2025年11月21日，华泰柏瑞、易方达、工银瑞信、永赢、景顺长城、鹏华和摩根资产管理共7家基金公司拿到首批双创AI ETF批文后，再有该主题的被动产品如此密集获批。 中证科创创业人工智能指数是专门从科创板和创业板中选取50只业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指数样本，精准反映双创板块人工智能主题上市公司证券的整体表现，聚焦AI全产业链核心资产。因此，该指数也是妥妥聚集了AI产业链上的硬科技公司。 二类是以中国战略新兴产业综合指数为基准的8只主动权益基金。 8只产品分别是兴证资管科技成长混合、中加科技先锋智选混合、新华科技甄选混合、东财新兴产业锐选混合、财通资管科技研选选股混合、诺安科技智选混合、南方科技领航混合、鹏安核心科技混合。 业内指出，8只主动管理型基金，以中国战略新兴产业综合指数为投资锚点，依托基金管理人专业投研...

格隆汇3月17日｜初步计划显示，安哥拉预计5月将装载104万桶/日的原油。

格隆汇3月17日｜印俄联合国事务第七轮磋商将于3月17日举行。

Abeona Therapeutics press release ( ABEO ): FY GAAP EPS of $1.01 misses by $0.17 . Revenue of $5.82M beats by $0.6M . More on Abeona Therapeutics Seeking Alpha’s Quant Rating on Abeona Therapeutics Historical earnings data for Abeona Therapeutics Financial information for Abeona Therapeutics

格隆汇3月17日｜英国央行：审慎监管局公布流动性改革提案。

Userba011d64_201/iStock via Getty Images Europe's largest AI infrastructure firm, Nebius Group ( NBIS ) on Tuesday announced plans to offer $3.75 billion in convertible senior notes, split into two tranches: $2 billion due in 2031 and $1.75 billion due in 2033, sending shares more than 6% lower in premarket trading. Nebius ( NBIS ) also expects to grant the initial purchaser a 13-day over-allotment option to buy up to an additional $300 million of the 2031 notes and $262.5 million of the 2033 notes, it said in a statement. The company intends to use the net proceeds from the offering to finance the continuing growth of its business, including expenditures related to the construction and build-out of its data centers, investments to develop its full-stack AI cloud, the expansion of its data center footprint, and the procurement of key components (including GPUs). The company's shares closed 15% higher on Monday after Meta Platforms ( META ) committed to spend up to $27B over the next five years to access advanced AI infrastructure from Nebius ( NBIS ). Under the five-year AI infrastructure supply agreement , Nebius will provide $12B of dedicated capacity across multiple locations, based on one of the first large-scale deployments of Nvidia's ( NVDA ) Vera Rubin platform. Nebius will deliver this capacity starting early 2027. Last week it was announced that Nvidia ( NVDA ) would invest $2B in Nebius ( NBIS ). The Dutch AI infrastructure provider said the partnership will help it deploy more than 5 gigawatts of Nvidia systems by the end of 2030. More on Nebius Group Nebius: Meta's $27B Deal Is The Ultimate Proof-Of-Concept Nebius: Demand Is There, But CapEx Is The Key Variable Nebius: Why Nvidia's $2 Billion Move Matters More Than AI Bubble Fears Nebius surges after Meta's up to $27B AI infrastructure deal Nebius surges after Nvidia plans $2B investment under collaboration

文章提及标的 统一股份 -- 统一股份（600506）公告，公司于2024年12月13日召开董事会，同意以非公开协议方式将沙依东基地相关资产转让给新疆巴州沙依东香梨产业发展有限公司，转让价格为人民币3064万元。根据《资产转让合同》约定，公司收到转让价款并移交资产后，协助沙依东公司办理产权证明文件。2026年3月17日，沙依东公司取得上述资产的产权证明文件。

格隆汇3月17日｜民航局今日召开3月安委会全体（扩大）会议，会议强调，民航即将进入换季运行，叠加复杂天气增多和南北气候差异，全行业必须始终保持清醒头脑，及时评估、准确把握风险特点，进一步增强安全措施的针对性，确保换季期间行业安全态势平稳。 一是切实加强安全工作的组织领导。要认真落实“安全投入到位、安全培训到位、基础管理到位、应急救援到位”的重要要求，提高对安全生产的重视程度，加大对工作过程的管控力度，严密、有力、有序实施好各项安全管理。 二是严格落实安全生产责任制。要认真履行安全主体责任，通过有效传导机制压实全员安全责任，切实做到守土有责、守土尽责；要严格落实安全监管责任，始终坚持严的基调和措施，对安全隐患“零容忍”，不断提升监管工作效能。 三是做好航班换季生产组织。要积极应对复杂天气，坚持事前预防为主，做到早发现、早预警、早决策。航空公司要动态调整运力投放，确保航空器处于良好适航状态；机场单位要认真开展好运输机场机坪运行安全专项整治，全面开展换季运行隐患排查；空管部门要提升繁忙机场终端管制服务水平，提升复杂天气应对处置能力；各监管部门要盯紧盯住重点单位，履行好监管责任。 四是持续抓好飞行员基础训练。航空公司要深刻认识“投资于人”的重要意义，持续完善飞行员训练体系，完善飞行教员和检查员队伍管理，增加人工飞行训练时间，调整重型机副驾驶复训科目和频次；民航各地区管理局要严格落实飞行检查委任代表制度，按期完成训练大纲补充合格审定工作。

Ukraine accepts EU offer to help restore Druzhba pipeline, repairs to take time Reuters

U.S. seeks NATO help with Strait of Hormuz. And, SCOTUS blocks vaccine changes Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories A second front in the U.S. and Israel's war with Iran is heating up in Lebanon, where Israel has intensified ground attacks on the Iranian-backed militant group Hezbollah. Israel's defense minister says the military has killed two top Iranian commanders in a targeted strike. Iran did not immediately confirm the killings. Meanwhile, some of the U.S.' European allies have refused to send warships to the Strait of Hormuz, a vital oil passage blocked by Iran amid the conflict. NATO countries are set to convene in Brussels today to discuss the escalating tensions in the Middle East. Altaf Qadri/AP 🎧 The Lebanese government reports that 1 million people have now been displaced. Over the weekend, NPR's Hadeel Al-Shalchi visited a couple of Lebanese towns in Bekaa Valley, where evacuation orders have left streets empty and businesses shuttered. Al-Shalchi says many buildings, including homes and schools, lie in ruins from Israeli airstrikes. Residents who remain in the area are hesitant to leave, fearing they may never be able to return. Mass evacuations are a tactic Israel has used in Gaza, where many Palestinians were barred from returning home. Over the weekend, NPR's Hadeel Al-Shalchi visited a couple of Lebanese towns in Bekaa Valley, where evacuation orders have left streets empty and businesses shuttered. Al-Shalchi says many buildings, including homes and schools, lie in ruins from Israeli airstrikes. Residents who remain in the area are hesitant to leave, fearing they may never be able to return. Mass evacuations are a tactic Israel has used in Gaza, where many Palestinians were barred from returning home. 🎧 President Trump has said that NATO allies should help the U.S. reopen the Strait...

Corporación América Airports press release ( CAAP ): Q4 GAAP EPS of $0.65 beats by $0.23 . Revenue of $545.4M (+18.3% Y/Y) beats by $61.64M . Consolidated Revenues ex-IFRIC12 reached $464.8 million, up 17.3% year-over-year (YoY), driven by increases of 17.4% and 16.3% in Aeronautical and Commercial revenues, respectively. Excluding rule IAS 29, consolidated revenues ex-IFRIC12 increased 16.7% YoY to $461.0 million. Key operating metrics: 9.1% increase in passenger traffic to 22.3 million. 1.0% decrease in cargo volume to 117.1 thousand tons. 5.6% increase in aircraft movements to 225.5 thousand. Shares +1.2% PM. More on Corporación América Airports Corporación América Airports: Robust January Traffic Data Supports Further Upside Corporación América Airports reports 6.7% YoY increase in February passenger traffic Corporación América Airports Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Corporación América Airports Historical earnings data for Corporación América Airports