格隆汇3月20日｜澳大利亚S&P/ASX200指数开盘下跌13.30点，跌幅0.16%，报8484.50点。

格隆汇3月20日｜据央视，当地时间3月19日，美国国家情报总监加巴德在出席美国国会众议院情报委员会的听证会时承认，美国与以色列对伊朗战争的目标并不一致。她指出，以色列的重点在于“削弱伊朗领导层”，而美国总统特朗普设定的目标则“专注于摧毁伊朗的弹道导弹计划及海军力量”。

Breaking down barriers to expedite the Northern Metropolis project has become an overriding priority of the Hong Kong government, and tailor-made legislation to do just that is now on the way . This is a right step forward. Hong Kong must ensure the new laws serve the need for both speed and standards – clearing obstacles that have been holding back the city from efficient progress without sacrificing the necessary safeguards for standards and quality. Comprising six main subsidiary laws designed to remove development bottlenecks, the proposed legislation provides for the establishment of statutory firms and includes measures to speed up land resumption payments, simplify the application of noise permits, facilitate the cross-border flow of people and goods, and extend the validity period for temporary land use. It also seeks to simplify town planning procedures. This means applications to change land use in non-conservation areas can effectively be slashed from the existing nine months to two. Developers that come forward will face less uncertainty. Advertisement This is not the first attempt to streamline Hong Kong’s planning processes. In 2023, the authorities reduced the duration of land formation by as much as six years and consolidated the consultations in one planning procedure. The latest move is among a raft of game-changing initiatives to fast-track the project. The proposed legislation underlines the urgency of development. The vision of turning 30,000 hectares (74,132 acres) of land into a new commercial, innovation and housing hub was first floated in 2021. The stakes have become even higher after the key strategic development zone became an integral part of Hong Kong’s proactive alignment with China’s 15th five-year plan. Advertisement Officials have said there is no plan to apply the new development model outside the scope of the project. There are also assurances that green belts, country parks and areas of high ecological value will not be affected.

自2月28日美國和以色列對伊朗發動軍事打擊以來，伊朗領導層接連遭受重創。近日伊朗最高國家安全委員會秘書拉里賈尼和情報部長哈提卜遇害，引發外界對伊朗政權穩定及戰局走向的關注。 ▍ 伊朗領導層損失有多大？ 開戰首日，伊朗最高領袖哈梅內伊與多名高級官員開會時一同遇害，包括伊朗國防委員會秘書沙姆哈尼、伊斯蘭革命衛隊總司令帕克普爾等人。伊朗國防部長納西爾扎德和武裝部隊總參謀長亦在美以首輪襲擊中身亡。 3月16日，以軍再次展開「定點清除」，拉里賈尼和伊朗「動員窮人組織」指揮官蘇萊曼尼身亡。以軍稱，拉里賈尼多年來被認為是伊朗領導層中最資深的成員之一，是哈梅內伊的親密夥伴，在哈梅內伊身亡後「領導了針對以色列和地區各國的作戰行動」，成為伊朗「事實上的領導人」。「動員窮人組織」是伊朗武裝體系重要組成部分，蘇萊曼尼已擔任指揮官6年。 3月17日，哈提卜遭以軍擊殺。以軍稱他曾任伊斯蘭革命衛隊多個關鍵職務，2021年被任命為情報部長，「領導伊朗情報部門針對全球範圍內以色列和美國目標的活動」，其死訊「嚴重削弱伊朗政權的指揮和控制架構」。 ▍ 是否影響伊朗政權穩定？ 以色列總理內塔尼亞胡發布拉里賈尼死亡消息時稱，以色列「正在削弱伊朗政權」，並為伊朗「政權更迭」創造機會。 然而美國《華盛頓郵報》引述知情人士消息報道，美國情報部門評估認為，美以在軍事層面削弱了伊朗，但未能在伊朗權力架構內部造成明顯「裂痕或叛變」。相反，伊朗政府在伊斯蘭革命衛隊支持下穩固掌控局面，並對美持更加強硬立場。美國國家情報總監加巴德18日在國會聽證會上表示，伊朗政權「依然完整但遭嚴重削弱」。 伊朗方面傳出消息，已為各種可能情況做好準備。伊朗法爾斯通訊社引述知情人士報道，伊朗為所有關鍵政府官員和軍事指揮官預先指定了3至7名不等的替代人選，確保遭遇突發情況時國家核心職能的連續性。 伊朗外交部長阿拉格齊18日接受卡塔爾半島電視台採訪時表示，美以尚未意識到「伊朗政治架構強勁有力，有完善的政治、經濟和社會制度。單一個體的存在或缺失不會影響這一架構」。他強調，雖然哈梅內伊遇害是伊朗巨大損失，「但體制繼續運轉」，「如果有一天外交部長殉職，最終也會有人接替這一職位」。 ▍ 對當前戰事影響有多大？ 分析人士認為，以色列希望通過「定點清除」實現戰爭目標，但殺害像拉里賈尼這樣的伊朗高層領導人可能適得其反，令當前戰事更難結束。 伊朗歷史學家阿拉什·阿...

Mideast crisis puts Asia's earnings boom to the test Reuters

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works Radeon graphics users have a new graphics driver waiting for them, as AMD has brought out the Adrenalin Edition 26.3.1 release. This is carrying day-one support for two brand-new games. Crimson Desert and Death Stranding 2: On the Beach, but its biggest draw is the FSR upgrade to version 4.1 on RX 9000 graphics cards. According to Jack Huynh, AMD's SVP and GM of Computing and Graphics, FSR 4.1 will deliver "Sharper image quality for ML-based upscaling, delivering finer details and smoother camera motion across all ML-powered AMD FSR games." AMD has also updated its Ray Regeneration real-time denoising tech to 1.1 with this driver, which should further enhance reflections and global illumination in games. Moreover, using FSR in Ultra Performance mode will now draw out even more frame rates than before. Here are the fixed issues in this driver: Intermittent application crash or driver timeout may be observed while loading a saved game in Cyberpunk 2077 with Path Tracing enabled. Users may experience intermittent loss of mouse and keyboard functionality both in-game and on the desktop when interacting with AMD Software: Adrenalin Edition. System crash may occur when repeatedly changing in-game AMD Software: Adrenalin Edition settings or when alt-tabbing on Radeon™ RX 7000 and above series graphics products. Failure to enable AMD Noise Suppression in AMD Software: Adrenalin Edition on Radeon™ RX 6000 and above series graphics products. The known issues are these: Intermittent application crash or driver timeout may be observed while playing Battlefield 6 on AMD Ryzen AI 9 HX 370. AMD is actively working on a resolution with the developer to be released as soon as possible. Texture flickering or corruption may appear while playing Battlefield 6 with AMD Record and Stream on some AMD graphics products. AMD FSR Upscaling and AMD FSR Frame Generation may show as inactive in...

OpenClaw（俗称“龙虾”）走红后，数据安全成为Claw类智能体能否真正落地的关键障碍，也正在成为Agent产业各大厂商的下一个“竞争高地”。 3月19日，面壁智能正式发布主打安全可控、开箱即用的龙虾智能硬件产品EdgeClaw Box，并联合清华大学、OpenBMB社区开源了支持端云协同的升级版龙虾EdgeClaw。 面壁官方介绍，此次发布的EdgeClaw延续了OpenClaw原有的入口层、调度层、执行层与Skills扩展能力，包括IM接入、多模型调度、浏览器操作、文件读写和 API调用等基础结构，同时增加了面向本地安全的中间层处理机制。 此外，EdgeClaw Box已与市面上主流的硬件产品进行了适配，包括面壁智能自研智能硬件松果派、英伟达DGX Spark、苹果 Mac Mini 等，无需用户花钱安装或亲自上手部署“龙虾”，主打一个“开箱即用”。 从目前产品演进方向看，安全与成本仍是Claw类智能体进入真实场景时最先面对的两项核心变量。前者决定企业是否愿意接入，后者决定产品能否长期运行。 面壁智能透露，未来团队还计划将任务复杂度、执行周期以及上下文压缩效率纳入内部评估体系。这也意味着，在完成基础安全与部署问题之后，行业下一阶段开始关注的，已经是智能体在长周期任务中的稳定性，以及能否持续交付结果。 01 各大厂商争抢给“龙虾”上安全围栏 “龙虾”的安全问题已成为行业的普遍共识。 由于Agent的执行链通常跨越多个步骤，一次看似普通的任务请求，背后往往伴随多轮模型推理与工具调用。如果缺少分级判断，用户输入中的敏感内容可能被完整上传至云端，形成超出预期的数据暴露。这也是为什么在财务顾问、审计、企业知识处理等专业场景中，很多用户虽然认可Claw类产品的效率价值，但仍不愿直接把核心工作交给系统处理。 也正因此，如何在保持执行能力的同时建立安全边界，正在成为 Agent 产品走向真实场景的关键前提，多家厂商开始围绕智能体运行环境、权限控制和数据治理布局基础设施层。 目前，各大厂商针对Agent安全有不同的解法： 一些厂商开始从Agent运行环境层切入安全问题。 比如英伟达在本届GTC上发布NemoClaw技术栈，通过隔离沙箱与隐私路由器为OpenClaw提供安全底层支撑。 还有一类探索则集中在Agent安全框架和运行时做监督 。例如Guardrails AI、LLM...

3月18日，绍兴举行2026年绍兴城市发展恳谈会，发布并解读了该市最新的房地产（881153）支持政策，其中首条是加强环卫工人住房保障。新政还将从多孩家庭购房补贴、迭代升级购房消费（883434）券、以旧换新、以房换地、住房公积金惠民生等9个方面进行发力，进一步推动房地产（881153）市场健康发展。将持续支持多子女家庭购房，二孩家庭最高补贴20万元、三孩及以上家庭最高补贴40万元。政策不受户籍、婚姻、既有房产的限制，只要子女在政策支持期内出生(二孩在2016年1月1日及以后出生、三孩在2021年5月31日及以后出生)，都可在今年底前申请，按照申请顺序“额度有限、先到先得、兑完为止”。

财联社3月20日讯，今日有3只新股申购，分别为深交所的盛龙股份、慧谷新材，科创板的泰金新能；1只新股上市，为北交所的新恒泰。 今日申购新股 盛龙股份是国内钼金属行业龙头企业， 产品被广泛应用于国防军工、航空航天、电力及新能源等战略性新兴领域。公司实际控制人为洛阳国资委，所属矿山地处中国最大的钼金属成矿带东秦岭钼矿带，所在的洛阳市栾川县更是被誉为“中国钼都”、其已探明钼金属储量位居世界第一。 公司2023-2025年分别实现营业收入19.57亿元/28.64亿元/35.03亿元；实现归母净利润6.19亿元/7.57亿元/8.84亿元。根据公司初步预测，公司2026Q1营业收入较2025年同期变动-9.41%至3.11%，归母净利润较2025年同期变动-8.40%至5.07%。 慧谷新材为国内功能性涂层材料领先厂商， 是国内少数可提供集流体涂层、MiniLED用光电涂层的国产供应商。目前公司已陆续与亿纬锂能、中创新航、国轩高科、LG、三星、飞利浦、京东方、TCL等知名企业达成合作 公司2023-2025年分别实现营业收入7.17亿元/8.17亿元/9.85亿元；实现归母净利润1.09亿元/1.46亿元/2.07亿元。根据公司初步预测，公司2026Q1营业收入较2025年同期增长2.61%至21.45%，归母净利润较2025年同期增长5.81%至23.44%。 泰金新能是国内铜箔电解设备领军企业， 可提供高性能电子电路铜箔和极薄锂电铜箔生产线整体解决方案。公司实控人为陕西省财政厅。公司主要客户涵盖比亚迪、嘉元科技等。 公司2023-2025年分别实现营业收入16.69亿元/21.94亿元/23.95亿元；实现归母净利润1.55亿元/1.95亿元/2.04亿元。根据公司初步预测，公司2026Q1营业收入较2025年同期减少28.08%至42.46%，归母净利润较2025年同期减少45.38%至57.52%。 今日上市新股 新恒泰是一家专注于功能性高分子发泡材料研发、生产与销售的高新技术企业， 核心产品包括PEFoam、IXPE、MPP及PVC耐磨层等，广泛应用于建筑装饰、新能源电池、5G通信等领域。 公司2023-2025年营收分别为6.79亿元、7.74亿元、8.36亿元；净利润分别为1.01亿元、9176.43万元、1.11亿元。

据报道，OpenAI计划将其ChatGPT应用、编码平台Codex和浏览器整合到一个桌面“超级应用”中，此举旨在简化用户体验，并继续专注于工程和商业客户。 OpenAI总裁格雷格·布罗克曼（Greg Brockman）目前负责公司的计算业务，他将暂时负责产品改版及相关的组织架构调整。据OpenAI发言人称，首席应用官菲吉·西莫（Fidji Simo）将领导公司销售团队负责新产品的市场推广。 这一战略调整标志着与去年相比发生了重大转变。去年，OpenAI推出了一系列独立产品，但这些产品并非总能引起用户的共鸣，有时甚至导致公司内部缺乏重点。OpenAI高管希望，将所有产品整合到一个应用程序中，能够帮助公司精简资源，从而遏制竞争对手Anthropic的成功势头。 OpenAI 表示，他们正致力于在新推出的超级应用中打造所谓的“智能体”AI功能。在这种超级应用中，人工智能系统可以在用户的计算机上自主运行，执行包括编写软件和分析数据在内的各种任务。 “我们意识到，我们把精力分散在了太多的应用和技术栈上，我们需要简化我们的工作，” 西莫在周四发给员工的内部邮件中写道，“这种碎片化拖慢了我们的速度，也让我们更难达到我们想要的质量标准。” 责任编辑：于健 SF069

Earnings Call Insights: Greystone Housing Impact Investors LP (GHI) Q4 2025 Management View CEO Kenneth Rogozinski stated that "we are focused on exiting our remaining investments and market rate multifamily JV equity investments while maximizing value to our unitholders from those exits." He explained that proceeds from these exits will be reinvested into "additional high-quality tax-exempt mortgage revenue bond investments that are expected to provide longer-term, stable, tax-advantaged earnings." Rogozinski identified three primary benefits to this strategy: stable returns based on net interest spread, increased allocation of tax-exempt income to unitholders, and a focus on a core asset class leveraging Greystone’s lending platforms. The partnership currently owns 8 market rate multifamily JV equity investments that are either in lease-up or stabilized, with occupancy increasing but some variability due to local market factors. Two additional sites are under consideration for future development or sale. CFO Jesse Coury reported, "for our fourth quarter ended December 31, we reported a net loss of $2.6 million or $0.17 per unit basic and diluted and we reported cash available for distribution, or CAD, a non-GAAP measure; of positive $2.8 million or $0.12 per unit." Coury added that "a significant driver of our reported GAAP net loss for the fourth quarter is our proportionate share of losses from non-vantage JV equity investments of approximately $7.4 million or $0.32 per unit." Coury confirmed, "our book value per unit as of December 31 was on a diluted basis, $11.70." Rogozinski emphasized the new quarterly unitholder distribution level: "The new quarterly unitholder distribution level of $0.14 per BUC is reflective of a level that we and the Board of managers believe is sustainable while the partnership undertakes this repositioning of its investment portfolio." Outlook Management reiterated the intent to accelerate the transition out of JV equity investments a...

目前A股市场上，一些ST公司市值超过不少非ST公司，部分ST公司市值已超过100亿元，甚至已出现市值超过1000亿元的ST公司，这一现象引起市场关注。多位专家在接受记者采访时认为，出现上述现象的原因多样，需要理性看待ST公司的市值。（证券时报）

2026 年 3 月 16 日，Kimi 团队把一篇叫 Attention Residuals 的论文挂上了 arXiv，然后事情迅速失控。马斯克转发了，Karpathy 评了一句“我们还没有真正把 Attention is All You Need 的标题当回事”，前 OpenAI 联合创始人 Jerry Tworek 直接给了四个字，deep learning 2.0。一篇来自中国团队的架构论文能在硅谷引起这种级别的讨论，上一次可能要追溯到 DeepSeek-V3。 但热闹归热闹，大多数讨论停留在“Kimi 搞了个新东西，大佬们很兴奋”的层面。被忽略的是，同一天，字节跳动 Seed 团队和华中科技大学联合发了另一篇论文，叫 Mixture-of-Depths Attention（MoDA），解决的是完全相同的问题，用的是完全不同的路线。同一周内，南京大学 Dilxat Muhtar、MPI Shiwei Liu 等人的第三篇论文“When Does Sparsity Mitigate the Curse of Depth in LLMs”从理论侧给出了最精确的病理报告。 三篇论文密集出现，对准的是同一个靶子。这不是巧合。一个被忽视了近十年的结构性问题，终于到了不得不解决的临界点。 问题不在注意力的序列维度上。注意力在过去几年已经进化了很多代，从多头注意力到分组查询注意力，到 DeepSeek 的 MLA，到各种稀疏变体，每一代都在优化 token 与 token 之间怎么互相看。这场军备竞赛足够精彩，但它遮蔽了一个事实——层与层之间的信息传递方式，从 2017 年 Transformer 论文发表至今，答案一直是同一个。残差连接， h = h + f(h) ，一个不带任何学习参数的加法操作。 所有历史层的输出等权求和。没有选择，没有遗忘，没有学习。每一层的贡献被一视同仁地堆进残差流里，不管它学到的是关键特征还是噪音。 残差连接是深度学习历史上最成功的“临时方案”。 最成功的临时方案 残差连接是 2015 年何恺明在 ResNet 里提出的。思路极其朴素，网络堆到二十几层就训不动了，梯度消失让深层参数几乎不更新，那就给每一层加一条“高速公路”，让输入直接跳过这一层接到输出上。即使这一层什么都没学到，信息和梯度至少能通过这条捷径传下去。效果立竿见影，ResNet 把...

Palantir Technologies (NasdaqGS:PLTR) is partnering with Moder to launch an AI powered mortgage operations platform for Freedom Mortgage. The move brings Palantir's Ontology and agentic AI framework into core mortgage workflows, expanding its footprint beyond government and defense clients. Early implementation results point to operational gains and a new commercial use case in a conservative, data heavy financial sector. For investors tracking Palantir, the Moder and Freedom Mortgage partnership shows the company putting its AI and data integration tools to work in a new, large scale market. The stock closed at $155.68, with a return of 78.1% over the past year and a very large gain over 3 years, which reflects strong market attention around its AI story. The 7.3% decline year to date sits against that longer track record and gives useful context for how new commercial deals might factor into sentiment. This mortgage push adds another revenue channel alongside Palantir's existing government and commercial work, and provides additional evidence of how its Ontology and agentic AI stack can be used in financial services. Investors can monitor the pace of similar deployments and observe whether operational changes at Freedom Mortgage coincide with broader demand across the sector. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Mar 2026 This mortgage partnership takes Palantir’s AI-powered tools into a highly regulated, process-heavy corner of financial services, which is quite different from its core defense and government work. By co-building the platform with Moder and embedding Ontology into Freedom Mortgage’s existing systems, Palantir is positioning its software as infrastructure that sits inside day-to-day underwriting, servicing, and compliance workflows rather than as a separate analytics layer. For you, ...

文章提及标的 超微电脑 -- 超微电脑（SMCI）美股盘后跌8.8%。

热点聚焦 1.在阿里巴巴集团2026财年Q3财报分析师电话会上，CEO吴泳铭表示，阿里云2026财年截至2月底的外部商业化收入正式突破1000亿元人民币。面对长期的AI市场成长动能，阿里集团AI战略的商业目标也非常明确——未来五年，包含MaaS在内的云和AI商业化年收入突破1000亿美元。 2.蔚来创始人、董事长、CEO李斌在上海出席先进制造业峰会——（2026）半导体产业高峰论坛并发表主题演讲。李斌称，当前汽车半导体产业正面临AI算力需求快速增长、芯片体系碎片化以及供应链波动性增强三大关键挑战。截至目前，蔚来自研芯片累计量产已超过55万颗。 2.当地时间周四，特斯拉CEO埃隆·马斯克表示，特斯拉可能会在12月完成其下一代AI6芯片的“流片”。三星电子将负责制造AI6芯片,这些芯片很可能用于特斯拉位于得州泰勒市新工厂的自动驾驶汽车和人形机器人。 3.根据研究机构Counterpoint Research《折叠屏智能手机市场预测》报告，受苹果预计入局、智能手机市场持续高端化以及OEM参与度扩大等因素支撑，2026年全球折叠屏智能手机出货量预计增长20%。随着苹果准备推出其首款折叠屏iPhone，折叠屏智能手机市场将在2026年进入一个新的竞争阶段。随着折叠屏市场演进，竞争格局预计将快速变化。苹果的进入将成为关键拐点。该研究机构预测，苹果将在2026年取得28%的市场份额，并逼近三星的领先位置。 全球指数 美股方面，截至收盘，道琼斯指数跌0.44%，报46021.43点；标普500指数跌0.27%，报6606.49点；纳斯达克综合指数跌0.28%，报22090.69点，均收于去年11月以来新低。 “七巨头”集体下跌，英伟达跌1.02%，谷歌C跌0.19%，苹果跌0.39%，微软跌0.71%，亚马逊跌0.53%，Meta跌1.46%，特斯拉跌3.18%。 中概股方面，利弗莫尔中概股龙头指数收跌2.02%，纳斯达克中国金龙指数跌1%。 热门中概股多数走低，阿里巴巴跌7.09%，富途控股跌3.59%，拼多多跌3.27%；亚朵涨4.11%，小鹏汽车涨2.02%，好未来涨1.79%。 港股方面，截至周四收盘，恒生指数跌2.02%，报25500.58点；科技指数跌2.19%，报4996.28点；国企指数跌1.58%，报8695.88点。 从盘面结构来看，煤炭、石油等能源板块逆势领涨...

全球最大的黄金ETF SPDR Gold Trust持仓较前日减少4.86吨 2026-03-20 07:08:43 来源： 同花顺7x24快讯 分享 文章提及标的 黄金ETF -- 截至2026年03月19日，全球最大的黄金ETF（518680） SPDR Gold Trust持仓量为1062.13吨，较前一个交易日减少4.86吨。

全球最大的白银ETF iShares Silver Trust持仓量较前日减少77.46吨 2026-03-20 07:08:07 来源： 同花顺7x24快讯 分享 截至2026年03月19日，全球最大的白银ETF iShares Silver Trust持仓量为15186.94吨，较前一个交易日减少77.46吨。

VANCOUVER, British Columbia, March 19, 2026 (GLOBE NEWSWIRE) -- Diversified Royalty Corp. (TSX: DIV, DIV.DB.A and DIV.DB.B) (the “Corporation” or “DIV”) is pleased to announce its financial results for the three months (“Q4 2025”) and year ended December 31, 2025. Highlights The weighted average organic royalty growth 1 of DIV’s diversified royalty portfolio was 3.0% in Q4 2025 and 4.1% for the year ended December 31, 2025, compared to 5.2% for the three months ended December 31, 2024 (“Q4 2024”) and 4.6% for the year ended December 31, 2024. The weighted average organic royalty growth 1 on a constant currency basis was 3.0% in Q4 2025 and 3.8% for the year ended December 31, 2025, compared to 4.8% for Q4 2024 and 4.3% for the year ended December 31, 2024. of DIV’s diversified royalty portfolio was 3.0% in Q4 2025 and 4.1% for the year ended December 31, 2025, compared to 5.2% for the three months ended December 31, 2024 (“Q4 2024”) and 4.6% for the year ended December 31, 2024. The weighted average organic royalty growth on a constant currency basis was 3.0% in Q4 2025 and 3.8% for the year ended December 31, 2025, compared to 4.8% for Q4 2024 and 4.3% for the year ended December 31, 2024. Revenue was $19.1 million in Q4 2025 and $70.8 million for the year ended December 31, 2025, up 11.9% and 8.9%, respectively, compared to the same periods in 2024. Adjusted revenue 1 was $20.4 million in Q4 2025 and $76.1 million for the year ended December 31, 2025, up 11.2% and 8.4%, respectively, compared to the same periods in 2024. was $20.4 million in Q4 2025 and $76.1 million for the year ended December 31, 2025, up 11.2% and 8.4%, respectively, compared to the same periods in 2024. Distributable cash 1 was $13.6 million in Q4 2025 and $50.5 million for the year ended December 31, 2025, up 7.9% and 12.7%, respectively, compared to the same periods in 2024. was $13.6 million in Q4 2025 and $50.5 million for the year ended December 31, 2025, up 7.9% and 12.7%, respectively, ...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Samsung Electronics announced a capital expenditure plan of more than $73 billion for 2026, focused on AI related semiconductor capacity and R&D. The company also entered into a new partnership with AMD to supply HBM4 and DDR5 memory for AMD's future AI accelerators and servers. These moves target demand from large scale AI infrastructure and position Samsung as a key supplier of advanced memory technologies. For investors watching KOSE:A005930, the news arrives with the stock at ₩200,500.0 and recent returns of 6.7% over the past week, 10.7% over the past month, and 56.0% year to date. Over longer horizons, the shares show gains of 240.2% over 1 year, 242.9% over 3 years, and 174.5% over 5 years, which frames the new AI focused plans against an already robust performance record. These announcements put additional attention on Samsung's semiconductor and AI positioning, particularly in high value memory products. Readers may want to watch how quickly the new capacity plan is executed and how the AMD collaboration translates into product ramps, design wins, and broader ecosystem adoption over time. Stay updated on the most important news stories for Samsung Electronics by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Samsung Electronics. KOSE:A005930 Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Samsung Electronics. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At ₩200,500, Samsung trades about 19% below the ~₩239,900 consensus target, which sits within the broader analyst range of ₩110,000 to ₩340,000. ⚖️ Simply Wall St Valuation : Simply Wall St flags the shares as trading close to estimated fair value, so the AI CAPEX story may already be partly reflected. ✅ Recent Moment...