百度集團(09888.HK)獨立董事丁健辭任 AASTOCKS.com

百度集團(09888.HK)獨立董事丁健辭任 AASTOCKS.com

百度集團(09888.HK)獨立董事丁健辭任 aastocks.com

A Bay Area startup that manufactures drones to tackle wildfires has just signed its first customer, the Aspen Fire Protection District . The company, Seneca, recently announced that its fleet of five drones (dubbed a “strike team”) would be coming to the famed Colorado ski town this summer, making Aspen the first wildfire agency in America to add these types of aircraft to its arsenal. Each drone is designed to carry enough water “to create over 50 gallons of finished foam suppressant,” which can reduce the speed at which a wildfire consumes fuel. The drones are designed to be able to reach and extinguish a small fire before humans can. Read full article Comments

(RTTNews) - Upstart Holdings, Inc. (UPST), an artificial intelligence lending marketplace, Tuesday announced a forward flow agreement worth up to $1 billion of consumer loans originating from the company's platform, with Eltura Capital Management, an alternative investment manager, Aperture Investors, an alternative asset manager of Generali Investments, and co-investors. The agreement consists of a 12-month forward flow arrangement and builds on an existing relationship between the parties, representing the first forward-flow arrangement of this scale between Upstart and the investor group, the AI lending firm said in a statement. In pre-market activity, UPST shares were trading at $28.48, up 2.48% on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Maxi Investments CY Ltd cut its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 82.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,020 shares of the enterprise software provider's stock after selling 18,780 shares during the quarter. Maxi Investments CY Ltd's holdings in Oracle were worth $1,131,000 as of its most recent SEC filing. Get Oracle alerts: Sign Up A number of other hedge funds also recently modified their holdings of the stock. Kampmann Melissa S. grew its stake in Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock valued at $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp lifted its position in Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock worth $1,551,000 after acquiring an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its holdings in shares of Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after acquiring an additional 36 shares during the period. Voisard Asset Management Group Inc. boosted its holdings in shares of Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after acquiring an additional 37 shares during the period. Finally, Avion Wealth grew its position in shares of Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock valued at $73,000 after purchasing an additional 37 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock. Insiders Place Thei...

Maxi Investments CY Ltd reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 88.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,000 shares of the semiconductor company's stock after selling 174,503 shares during the period. Taiwan Semiconductor Manufacturing comprises 0.5% of Maxi Investments CY Ltd's holdings, making the stock its 19th largest position. Maxi Investments CY Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $6,144,000 as of its most recent SEC filing. Get TSM alerts: Sign Up A number of other institutional investors and hedge funds have also made changes to their positions in the business. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $32,000. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $32,000. Cedar Wealth Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after purchasing an additional 64 shares in the last quarter. Fairman Group LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock worth $39,000 after purchasing an additional 89 shares during the last quarter. Finally, Riggs Asset Managment Co. Inc. purchased a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $41,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors. Taiwan Semiconductor Manufacturing Stock Performance TSM opened at $340.22 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd....

Mariner LLC Has $203.69 Million Stock Position in Palantir Technologies Inc. $PLTR MarketBeat

Numerai GP LLC increased its position in shares of Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 153.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,212 shares of the company's stock after buying an additional 7,992 shares during the period. Numerai GP LLC's holdings in Astera Labs were worth $2,587,000 at the end of the most recent reporting period. Get Astera Labs alerts: Sign Up A number of other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Astera Labs by 14.1% during the third quarter. Vanguard Group Inc. now owns 13,743,141 shares of the company's stock valued at $2,690,907,000 after acquiring an additional 1,693,918 shares in the last quarter. State Street Corp lifted its stake in shares of Astera Labs by 39.3% in the second quarter. State Street Corp now owns 2,143,459 shares of the company's stock worth $193,812,000 after acquiring an additional 604,363 shares in the last quarter. 1832 Asset Management L.P. boosted its holdings in Astera Labs by 151.4% in the second quarter. 1832 Asset Management L.P. now owns 1,543,500 shares of the company's stock valued at $139,563,000 after purchasing an additional 929,600 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its holdings in Astera Labs by 46.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,507,675 shares of the company's stock valued at $295,203,000 after purchasing an additional 479,360 shares during the last quarter. Finally, Amundi grew its stake in Astera Labs by 1,298.6% during the 3rd quarter. Amundi now owns 1,421,263 shares of the company's stock valued at $278,283,000 after purchasing an additional 1,319,643 shares in the last quarter. Institutional investors and hedge funds own 60.47% of the company's stock. Insider Buying and Selling at Astera Labs In other Aste...

Mariner LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,186,115 shares of the enterprise software provider's stock after acquiring an additional 4,119 shares during the quarter. Mariner LLC's holdings in Oracle were worth $333,597,000 as of its most recent filing with the SEC. Get Oracle alerts: Sign Up A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Swiss National Bank boosted its holdings in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider's stock worth $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. lifted its position in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider's stock worth $3,245,000 after buying an additional 9,948 shares during the last quarter. Meeder Advisory Services Inc. lifted its position in shares of Oracle by 8.4% in the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock worth $11,516,000 after buying an additional 3,184 shares during the last quarter. Decker Retirement Planning Inc. acquired a new position in shares of Oracle in the 3rd quarter valued at about $689,000. Finally, J.W. Cole Advisors Inc. boosted its holdings in shares of Oracle by 59.8% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 68,174 shares of the enterprise software provider's stock valued at $14,905,000 after buying an additional 25,510 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock. Oracle News Roundup Here are the key news stories impacting Oracle this week: Wall Street Analyst Weigh In Several research fi...

据两位直接了解该协议的消息人士透露，OpenAI于周五与 亚马逊 云科技（AWS）签署新合同，将向美国政府工作人员提供人工智能服务，涵盖涉密与非涉密工作。 该合同将助力OpenAI为美国国防部提供支持。就在上月末，美国国防部弃用当前人工智能服务商Anthropic后，OpenAI火速拿下了这笔交易。消息人士称，AWS已是多家美国政府机构的大型云服务提供商，并已同意向其他美国政府客户销售OpenAI的产品。拿下政府合同有助于OpenAI赢得大型企业客户——企业通常将备受瞩目的政府合作项目，视为科技服务商值得信赖的标志。 对OpenAI而言，将政府合同转化为企业合同至关重要，因为初始政府合同本身的价值可能并不高。 其中一位消息人士表示，例如OpenAI上月末签署的、为300万美国国防部员工提供ChatGPT及定制人工智能产品的协议，预计在15个月内仅能带来数百万美元的收入。这与该公司今年预计实现的300亿美元营收相比，只是九牛一毛。 这种“政府合同带动企业合同”的模式在软件公司帕兰提尔科技（Palantir Technologies）身上成效显著。该公司长期为军方提供服务，如今正不断拓展企业业务，去年从私营部门客户获得约20亿美元收入。 OpenAI与AWS达成合作前，已为争取政府合同努力了数月。此前，OpenAI对其与 微软 的协议作出关键调整——原协议要求OpenAI的人工智能服务仅能部署在微软云端，而微软是OpenAI的早期投资方。去年秋季OpenAI重组为营利性公司后，与微软签订的新协议允许其与AWS等竞争对手云服务商合作，向国防部等国家安全客户销售人工智能产品。 一位消息人士称，若OpenAI想在AWS上部署其人工智能模型，为美国卫生与公众服务部等民用机构提供非涉密服务，需获得微软的许可豁免；而为美国国务院等处理涉密工作的民用机构服务时，则无需向微软申请豁免，可直接与AWS合作。 消息人士表示，根据OpenAI与AWS的新协议，亚马逊庞大的销售团队将向潜在政府客户推销OpenAI的产品与服务，OpenAI会将政府业务的收入与AWS分成。 对OpenAI来说，抢占政府及大型企业市场的紧迫性愈发凸显。近年来，Anthropic已成为美国国防部重要的人工智能服务商，国防部通过帕兰提尔科技使用其技术。近几个月，Anthropic推出自动化编程及其他白领办公工具后，面向...

Deutsche Bank's ( DB ) investment bank revenue in Q1 will likely be flat year-over-year, with capital market growth offsetting a decline in trading, Chairman and CEO Christian Sewing said on Tuesday. He sees the investment bank's capital markets revenue increasing, while trading may be "a little bit lower," he said at a conference hosted by Morgan Stanley. But adjusted for foreign currency exchange, " honestly, we are rising in the trading business," Sewing explained. In discussing risks to the bank, he sees opportunity for the investment bank related to the geopolitical situation. " Geopolitical risk, of course, is tied to volatility," he said. "Volatility is, obviously, in particular, for us, as an investment bank with our trading arm, is also a real opportunity if you handle it right." Sewing also said that the bank's asset management and private bank are progressing as planned. Those businesses are moving "into the right direction, year-on-year increases," he said. For Deutsche Bank ( DB ), overall, he expects Q1 revenue to be "flattish year-over-year. The CEO added, "Now the nice thing is -- and that speaks to the strategy, which we have given ourselves in November — that the revenue mix is moving into the right direction." More on Deutsche Bank Deutsche Bank Aktiengesellschaft (DB) Presents at European Financials Conference 2026 Transcript Deutsche Bank: Recent Pullback Provides A Buying Opportunity Deutsche Bank: A Bullish Refocus On European Banks Emerges (Upgrade) Deutsche Bank boosts bonus pool 6.6%, lagging Wall Street rivals Deutsche faces indirect credit risks through interconnected portfolios, counterparties

Key Points Your initial Medicare enrollment window spans seven months and coincides with your 65th birthday. If you don't sign up on time, you risk lifelong surcharges on your Medicare premiums. Make sure you understand the rules, because while you may be eligible for a special enrollment period, that's not a given. The $23,760 Social Security bonus most retirees completely overlook › A lot of people look forward to turning 65 so they can sign up for Medicare. But some people opt to delay their Medicare enrollment well past age 65. In certain cases, that's not a problem. But depending on your circumstances, waiting to enroll in Medicare could cost you more money for the rest of your life. So it's important to know the rules. 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 problem with waiting too long to sign up for Medicare Most Medicare enrollees do not pay a monthly premium for Part A, which covers hospital care. Part B, on the other hand, comes with a monthly premium that can rise from year to year. Seniors who are enrolled in Social Security pay their Medicare Part B premiums directly from their monthly benefits. Enrollees who haven't started collecting Social Security have different payment options. Your initial window to enroll in Medicare starts three months before the month you turn 65 and ends three months after that month. So all told, you have seven months to enroll. If you miss that window, you'll have other opportunities to sign up for Medicare down the road. But you may also end up getting stuck with lifelong surcharges on your Part B premiums if you wait too long to enroll. Specifically, your monthly Part B premiums can increase by 10% for every 12-month period you were eligible for Medicare but didn't enroll. That could end up being a very costly mistake if you have a lengthy ...

舆论造势换不来行业认可，零售竞争终要回归商品本身。 3月16日，永辉超市有两个动作。 一是对外回复上交所关于公司出售资产相关事项的监管工作函，就此前拟8000万元转让永辉云金科技剩余28.095%股权的细节作出说明。 这家2019年永辉斥资5亿元设立的小贷公司，2024年首次转让时整体估值还能到5.81亿元，2025年二次转让估值约6亿元，如今整体估值只剩2.85亿元。不仅如此，云金科技的净利润从2023年的9223万元大幅下降至2024年的3860万元，并在2025年进一步滑落至1699万元，两年内累计降幅超过80%。永辉此次复函也坐实了其彻底剥离非核心资产、回笼资金的动作。 二是永辉超市自有品牌“品质永辉”发布致山姆MM的一封公开信，信中重点呼吁山姆MM不要让供应商“二选一”。相关说法一出，立刻在行业里引发热议，而零供双方合作的“规矩”，也被直接摆到了台面上。 图：永辉公开信 这两个动作在同一天出现，耐人寻味。 前脚忙着处置资产缓解资金压力，后脚对着外资零售头部公开喊话，永辉当下的经营状态和心里的焦虑，已不必多说。 至于这场以双方“自有品牌”为主角的争议，或许也能让业内人士再次明确，零售商品创新和供应链合作的基本共识，到底是什么。 不要立“本土正义”的牌坊 永辉针对山姆Member’s Mark自有品牌的相关表述，核心落在了所谓的供应商“二选一”上。 「零售商业财经」认为，放在零售行业经营多年形成的规则里看，这个说法其实模糊了流通商品和独家定制商品最根本的边界。 零售行业里，流通商品和定制商品，有着两套不同的合作逻辑。 早年电商圈里讨论的“二选一”，针对的都是流通商品，这类商品没有专属的研发投入，没有产权壁垒，供应商可以给永辉、盒马，也可以给其他全渠道供货，核心就是靠规模化覆盖跑量，这是行业里默认的经营逻辑。 而山姆的Member’s Mark系列，基本走的是和供应商联合投入、共同研发的独家定制路线，从配方调试、工艺打磨到品控标准搭建，每一个环节都有双方的资源投入，那些没有写在配料表里的核心工艺和技术细节，是零供双方共同沉淀的商业积累。 图源：沃尔玛中国 行业里对这类定制商品的合作约定，通常围绕研发投入和产权归属展开，核心是守住商品创新的基本盘，这个规则在整个消费行业里都通用。 就像泡泡玛特的Labubu IP火了之后，业内基本上都遵守原创设计的底线，相关供应链...

Source: Bloomberg, 4:40

英国跨党派财政委员会已要求 劳埃德 银行集团就3月12日发生的系统故障原因作出进一步解释。该故障导致部分客户在银行数字渠道上看到其他用户的交易信息。 委员会主席梅格・希利尔在3月17日致劳埃德银行首席执行官查理・纳恩的信中写道：“从表面上看，这是一起令人担忧的数据保密违规事件。” 劳埃德银行当时表示，正在调查故障原因，并已迅速解决该问题。 希利尔要求劳埃德银行提供详细信息，包括故障性质、应对时间线、不慎泄露的个人信息类别，以及可能如何对受影响客户进行补偿。 此次事件发生之际，英国各银行正大幅削减实体网点以削减成本、引导客户转向线上服务，银行应用程序和网站等数字渠道的稳定性正受到更广泛的审视。 英国财政委员会去年指出，2023年1月至2025年2月期间，英国九家大型银行和建房互助协会至少发生了803小时的非计划技术与系统中断，导致数百万客户无法使用自己的资金。 责任编辑：李肇孚

格隆汇3月17日｜据睿见，在2026亚布力论坛年会开幕式上，宇树科技创始人、CEO王兴兴发表开幕演讲。他提到，可能大家觉得宇树的机器人在表演上会比较多一点，但实际上过去几年我们的机器人在工业里面也做了试点落地应用，让机器人在宇树自己的工厂里装配自己的关节。“因为我们相信未来机器人真正能用的时候，我们的工厂里的机器人，是自己生产自己的机器人，这样的话整个生产力的提升是非常快的，也是非常有趣的一件事情。”

比亚迪已从其新投产的巴西工厂获得了一份10万辆汽车的出口订单，货物将平均分拆运往阿根廷和墨西哥。与此同时，Rivian股价周一上涨，因TD Cowen上调该股评级和目标价，投资者聚焦于该公司被CEO称为“成败攸关产品”的R2中型SUV。 比亚迪巴西工厂将供应阿根廷和墨西哥 被视为 特斯拉 在中国主要竞争对手的比亚迪，已从其位于巴西卡马萨里的新工厂获得了一份10万辆汽车的出口订单。这批订单将平均分配，其中5万辆运往阿根廷，5万辆运往墨西哥。这批货物凸显了比亚迪在卡马萨里工厂产量提升之际，将巴西用作区域出口中心的战略。 Rivian因TD Cowen支持R2策略而上涨 TD Cowen分析师以诱人的风险回报为由，将Rivian评级从“持有”上调至“买入”，并将目标价从17美元上调至20美元。分析指出新平台具有巨大的潜在规模，估计R2在美国的总需求量在21.2万至33.5万辆之间，远高于此前市场预期。Rivian将R2定位为其首款真正的大众市场车型。R2 Performance Launch Package起售价为57，990美元，拥有656马力，0-60英里/小时加速时间为3.6秒，交付将于2026年春季开始。定价约45，000美元的低成本版本预计于2027年推出。Rivian正以R2对标特斯拉Model Y，后者在2025年售出近36万辆。 市场压力与近期催化剂 Rivian面临着充满挑战的背景，报告2025年亏损36亿美元，交付量下降，同时7，500美元的联邦电动车税收抵免已结束。R2在3月13日至18日西南偏南电影节上的公开亮相仍是关键的近期催化剂，Rivian股价周一上涨3.20%，至15.34美元。 比亚迪进军拉丁美洲凸显了全球竞争的加剧，而Rivian推出R2则代表着在充满挑战的市场中吸引主流买家的关键一步。生产、定价和需求的执行将是投资者接下来关注的关键因素。 责任编辑：张俊 SF065

17日亚布力论坛上，新东方（EDU）教育科技集团董事长俞敏洪发言时提到，“我们这样的老一代，尤其像我这样的文科生，是没有能力创造机器人、DeepSeek这样的高科技，那我们就要有能力去应用高科技。”他表示，选择继续当企业家，就要面对现状，寻找新的机遇，但这些要围绕自己的能力来做，要做专业和热爱的事情。(第一财经)

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to download here. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). Discussions on a potential bubble in Artificial Intelligence (AI) markets were a significant feature of 2025, especially in Q4, contributing to a pullback in AI stocks as investors expressed fears of an upcoming downturn. President Trump’s erratic trade and foreign policies were another challenge faced by the market in 2025. In addition, you can check the Strategy’s top 5 holdings to determine its best picks for 2025. In its fourth-quarter 2025 investor letter, Emerald Growth Equity Strategy highlighted stocks like NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is a leading data center-scale AI infrastructure company that operates through Compute & Networking and Graphics segments. On March 16, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $183.22 per share. One-month return of NVIDIA Corporation (NASDAQ:NVDA) was -0.95%, and its shares gained 58.73% over the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a market capitalization of $4.45 trillion. Emerald Growth Equity Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its fourth quarter 2025 investor letter: "After revising our assumptions and views on AI and the AI-related Semi-Sector, we reduced our underweight in NVIDIA Corporation (NASDAQ:NVDA) as their GPUs will remain an indispensable part of AI-data centers also for inferencing (the running of the models) for longer than initially thought. Despite this better outlook, we continue to favor Broadcom over Nvidia as their ASIC’s-Chips are expected to gain market share as the recent deals with Open AI and Anthropic validate their ASIC’s strategy. To finance the pur...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to download here. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). Discussions on a potential bubble in Artificial Intelligence (AI) markets were a significant feature of 2025, especially in Q4, contributing to a pullback in AI stocks as investors expressed fears of an upcoming downturn. President Trump’s erratic trade and foreign policies were another challenge faced by the market in 2025. In addition, you can check the Strategy’s top 5 holdings to determine its best picks for 2025. In its fourth-quarter 2025 investor letter, Emerald Growth Equity Strategy highlighted stocks like NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is a leading data center-scale AI infrastructure company that operates through Compute & Networking and Graphics segments. On March 16, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $183.22 per share. One-month return of NVIDIA Corporation (NASDAQ:NVDA) was -0.95%, and its shares gained 58.73% over the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a market capitalization of $4.45 trillion. Emerald Growth Equity Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its fourth quarter 2025 investor letter: "After revising our assumptions and views on AI and the AI-related Semi-Sector, we reduced our underweight in NVIDIA Corporation (NASDAQ:NVDA) as their GPUs will remain an indispensable part of AI-data centers also for inferencing (the running of the models) for longer than initially thought. Despite this better outlook, we continue to favor Broadcom over Nvidia as their ASIC’s-Chips are expected to gain market share as the recent deals with Open AI and Anthropic validate their ASIC’s strategy. To finance the pur...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to download here. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). Discussions on a potential bubble in Artificial Intelligence (AI) markets were a significant feature of 2025, especially in Q4, contributing to a pullback in AI stocks as investors expressed fears of an upcoming downturn. President Trump’s erratic trade and foreign policies were another challenge faced by the market in 2025. In addition, you can check the Strategy’s top 5 holdings to determine its best picks for 2025. In its fourth-quarter 2025 investor letter, Emerald Growth Equity Strategy highlighted stocks like NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is a leading data center-scale AI infrastructure company that operates through Compute & Networking and Graphics segments. On March 16, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $183.22 per share. One-month return of NVIDIA Corporation (NASDAQ:NVDA) was -0.95%, and its shares gained 58.73% over the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a market capitalization of $4.45 trillion. Emerald Growth Equity Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its fourth quarter 2025 investor letter: "After revising our assumptions and views on AI and the AI-related Semi-Sector, we reduced our underweight in NVIDIA Corporation (NASDAQ:NVDA) as their GPUs will remain an indispensable part of AI-data centers also for inferencing (the running of the models) for longer than initially thought. Despite this better outlook, we continue to favor Broadcom over Nvidia as their ASIC’s-Chips are expected to gain market share as the recent deals with Open AI and Anthropic validate their ASIC’s strategy. To finance the pur...

高通盘前直线拉升涨近3% 2026-03-17 21:07:33 来源： 同花顺7x24快讯 分享 文章提及标的 高通 -- 回购计划 -- 高通（QCOM）盘前直线拉升涨近3%，公司批准200亿美元股票回购计划（883929），并上调股息。

格隆汇3月17日｜高通公司批准进行200亿美元的股票回购计划，并将提升股息水平。高通公司季度分红为每股92美分，此前为每股89美分。

SAN JOSE, Calif., March 17, 2026--(BUSINESS WIRE)--Hirundo, a Machine Unlearning platform provider, today announced it has joined the HPE Unleash AI partner program. Now, customers leveraging HPE’s portfolio of integrated AI solutions can use Hirundo’s machine unlearning capabilities to help identify, and remove, unwanted or sensitive training signals from AI models—supporting safety, compliance and model performance objectives across the AI lifecycle. Machine unlearning is the ability to make an AI model forget specific data or behaviors it previously learned, without retraining from scratch, so organizations can remove sensitive, incorrect, or harmful information while preserving overall model performance. For the first time, Hirundo will align its Machine Unlearning workflows with HPE Private Cloud AI, a turnkey AI factory solution co-developed with NVIDIA as part of the NVIDIA AI Computing by HPE portfolio, to support enterprise teams moving from pilot to production while maintaining stronger controls over model behavior and data exposure. This enables customers to access a practical path to address issues, including sensitive information leakage, bias, hallucinations and other unwanted model behaviors—without requiring full retraining cycles. The HPE Unleash AI program is designed to provide a comprehensive ecosystem of pre-validated AI models, ISV applications, and development tools to drive innovation and improve productivity on HPE infrastructure. By joining this program, Hirundo provides customers an additional layer of control for AI deployments—helping teams remediate problematic learned behaviors and reduce operational friction when models must be updated to reflect policy, regulatory, or business requirements. "Enterprises want the speed of modern AI, but they also need clear, auditable ways to correct models when risk appears. Until today, they could only use external protection, in the form of guardrails. Hirundo’s proprietary Machine Unlearning appro...

一年前的三月，是蜜雪冰城加冕新茶饮头把交椅的高光时刻。 此后一百天里，蜜雪冰城的股价一路高歌升至618.5港元的高点，市值冲破2300亿港元。 一年后的三月，雪王还是雪王，只不过实力缩水了近千亿港元。 如果把蜜雪的K线按照周K压缩来看，呈现出一个完整的倒V字型。 这或许是雪王去掉泡沫后最真实的身价，又或许是雪王还念想“当年之勇”不甘于如此“平庸”。 靠着深入人心的极致性价比，加上多年来的高速扩张， 蜜雪冰城门店规模已超过5万家，坐稳全球新茶饮门店规模第一的位置，成为名副其实的“国民茶饮”。 然而，在门店网络的触达近乎极致、高速扩张的红利渐渐耗尽时，曾经专注做好一杯柠檬水、一支冰淇淋的蜜雪冰城，突然变得“不务正业”起来。 于是看到，它开始卖现磨咖啡、开啤酒铺子，甚至大手笔斥资打造主题乐园…… 诸如此类看似和新茶饮毫无关联的操作，接连浮出水面。 从一曲“甜蜜蜜”火遍大江南北，到如今四处跨界试水，蜜雪冰城的下一站，究竟要走向何方？ 雪王也有增长烦恼 在一场马拉松中，决胜往往不在一时的速度，而在长久的耐力。 蜜雪冰城的扩张加速度早已是行业里的佼佼者，但这场长跑显然还有很长的路要走。 财报数据显示，截至2025年上半年，蜜雪冰城全球门店总数达到5.3万家。 相比之下，同为行业头部的瑞幸截至2025年底全球门店数也仅达到3.1万家。 开遍所有有消费需求的角落后，蜜雪冰城主题曲的旋律成了国民级的消费记忆。但把目光落回当下，不难发现蜜雪冰城的增长步伐逐渐放缓。 这意味着，蜜雪的高速扩张红利期正走向尾声。 据蜜雪冰城披露，2021年，公司平均单店日均终端零售额为4144.6元，2022年为3936.1元，同比下滑5%，2023年该数据升至4127.8元，但仍不及两年前的水平。此外，2023年前九个月公司平均单店日均终端零售额为4416.3元，2024年同期为4184.4元，同比下滑5.3%。 图片来源：企业公告 同期单店出杯量、日均订单量同步走低，意味着历经多年扩张后单店坪效已然触顶，门店密度过高带来的内卷、客流稀释效应开始显现。 要知道，对以加盟为核心模式的蜜雪冰城而言，门店规模本就是其增长逻辑的基础，单店盈利能力下滑直接压缩到加盟商利润空间。 当区域内门店密度达到一定高度，客流被持续分流，加盟商之间的竞争愈发白热化。 此时若再盲目拓店，不仅无法拉动整体营收增长，反而会推高供应链、...

Saratoga Investment ( SAR ) declares $0.25/share monthly dividend , in line with previous. Forward yield 13.7% Payable April 23; for shareholders of record April 7; ex-div April 7. Payable May 21; for shareholders of record May 5; ex-div May 5. Payable June 23; for shareholders of record June 4; ex-div June 4. See SAR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Saratoga Investment SAV: A 7.50% Notes IPO From Saratoga Investment Saratoga Investment Corp (SAR) Q3 2026 Earnings Call Transcript Saratoga Investment Corp 2026 Q3 - Results - Earnings Call Presentation Small-cap financial stocks ranked by quant ratings after earnings season Saratoga Investment prices $100M 7.50% unsecured notes due 2031

高通美股盘前涨超2%，高通批准200亿美元股票回购计划，并上调股息。 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。

Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. As the Iran war drags through its third week, a lot of the focus is on the Strait of Hormuz , where the situation is not great. At issue is a sort of reverse Schrodinger’s minefield , which exists until you can prove it doesn’t. Although no ships are known to have been struck by mines yet, the threat that it may happen means the strait is effectively closed . And then there are Iran’s anti-ship missiles, which aren’t fully accounted for and keep hitting commercial vessels around the Gulf. This has all led the US, which all but declared the war won after the first few days, to ask allies for help in opening the narrow waterway, which even the US Navy isn’t sailing through. The allies, in turn, said no , with varying degrees of annoyance at being asked to fix a problem they didn’t cause. As we’ve discussed here before, 20% of the world’s oil passes through the strait, so the threat of mines, missiles or both has done wonders to oil prices , which are hovering around $100 . And then there’s the actual shooting, which is reverberating far beyond Iran itself, as you’ll see in the Breakout.... — Gerry Doyle Market Snapshot Lockheed Martin Corp $645.20 -0.1% Boeing Co/The $213.47 +1.7% Northrop Grumman Corp $735.96 +0.3% Hanwha Aerospace Co Ltd $1,402,000.00 -4.5% Planet Labs PBC $24.60 -0.8% Market data as of 08:20 AM ET. Data is subject to provider delays. Breakout At a scenic beach spot along India’s eastern coastline last month, local cadet Dileep Palla was fast becoming friends with the young Iranian sailors he was assigned to show around. Roughly a week later, many of those Iranian sailors were aboard the IRIS Dena when it was struck by a torpedo about 19 nautical miles off the southern coast of Sri Lanka, killing more than 80 people. The news left many in India shocked . While US Defense S...

HRBP本应成为连接人力资源部门与业务端的核心纽带，推动组织人力资源战略落地、赋能业务增长。但在实际运营中，很多组织的HRBP模式却面临着“名实不符”、“落地困难”、“价值难显”等等困境，要么沦为“高级行政岗”，要么成为业务与HR的“夹心饼干”。那么， HRBP 的本质内涵到底是什么，阻碍HRBP模式落地的核心因素有哪些，我们又如何从能力构建到实操策略，构建一条HRBP成功落地的路径呢？ 第一个问题、HRBP的定义与内涵：不止是职位，更是战略化的行为方式 HRBP并非简单的“人力资源+业务”的组合岗位，它的诞生与发展源于人力资源管理的战略转型需求，核心是打破传统HR的行政化壁垒，实现人力资源与业务的深度融合。1997 年，Dave Ulrich 在《Human Resource Champions》中界定了人力资源四大角色：战略伙伴、变革推手、员工后盾、行政专家，从而为HRBP 奠定了理论基础，也开启了这一角色的演化进程。在历经近三十年发展后，HRBP的内涵不断丰富，其本质、角色定位与核心价值已形成清晰的体系。 HRBP的核心本质：以业务为核心的价值输出思维 HRBP并非一份固定的职位描述，而是一种面向业务的行为方式。判断一名HR是否为合格的HRBP，关键不在于头衔，而在于他是否具备三大核心特质： 第一个是对业务抱有主动的态度和探索的兴趣，能够深入理解业务的运作逻辑与核心需求； 第二个是能够将人力资源专业能力转化为业务发展的解决方案，为业务决策提供有价值的专业见解； 第三个是主动融入业务全流程，成为业务团队的一员而非“外部支持者” 简单来说，只要是主动为业务创造人力资源价值的HR专业人士，无论其具体职责是什么，都可以被视为真正的HRBP。 HRBP的核心挑战：多重矛盾下的价值实现困境 当前，HRBP普遍面临四大核心挑战，成为其向战略化转型的阻碍： 第一个挑战是概念认知模糊，HRBP被赋予“包罗万象”的职责，边界不清、定位不明； 第二个挑战是双重需求矛盾，业务方的灵活性需求与COE合规性需求形成冲突，让HRBP陷入“夹心饼干”的尴尬； 第三个挑战是工作重心失衡，有数据显示82%的HRBP未能有效投入战略性工作，反而被事务性、战术性工作占据大量精力； 第四个挑战是能力要求脱节，组织仅仅关注HRBP的基础性能力，却忽视了结合具体业务情境的个性化能力培养，导致其无法匹配业务...