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增长的底牌,变了

36kr 📅 03/27 08:58 AMZN.O
2026年,会是人类最后一次与AI平起平坐。 这是DeepMind CEO德米斯·哈萨比斯的最新判断。 AI不是一次技术升级,而是一场“相变”——从蒸汽机扩展人类体力边界,到AI重构人类脑力边界,商业世界的底层逻辑正在彻底重写。 B2B、B2C之后,A2A(Agent to Agent)正在成为新的商业连接方式。当AI成为与人平起平坐的商业主体,企业家该如何重新理解市场、营销、组织与战略? 知名C...

英伟达控盘AI潮:千亿利润如何铸“造王者”铁幕

36kr 📅 03/27 08:57 MSFT.ONVDA.OGOOG.O
2026年3月,旧金山歌剧院的包厢里,黄仁勋一句“这就是有钱的感觉”,道尽英伟达当下的行业地位——既是AI浪潮的“造王者”,更是掌控行业走向的顶级金主。当全球AI企业疯狂争夺算力底座时,英伟达正以超千亿级利润、软硬一体化生态与精准资本布局,编织一张无孔不入的控盘网。 千亿利润筑底:算力时代的“印钞机”‍ 英伟达的财富实力,藏在2026财年的炸裂财报里。截至2026年1月底的财年,全年营收达2159...

特朗普考虑向中东增派地面部队人员至多1万名

新浪 📅 03/27 08:57
专题:中国资产安全属性凸显 A股长牛慢牛可期 据媒体引述知情国防部官员报道称,五角大楼考虑向中东增派地面部队人员至多1万名,以便特朗普在权衡与伊朗的和谈之际能有更多军事方案可选。 据报道,新增兵力可能包括步兵和装甲车辆。之前已有约5,000名海军陆战队员和数千名第82空降师的伞兵被调往该地区。报道称,具体部署地点尚不清楚,有可能会是在能够打击到伊朗本土及哈尔克岛的区域内。负责中东美军的美国中央司令...

取消5%红线,存准率改革需大胆迈步

36kr 📅 03/27 08:57
新兴与未来产业融资方兴未艾,直接融资体系亟待增进,这些因素构成了突破存准率下限的现实条件和政策窗口期,对于取消存款准备金率5%下限而言,当前时点或许比以往任何时候都更加接近了。 关于存款准备金率的下限值,从未被白纸黑字写进任何一份正式官方文件,但每逢降准落地,央行公告皆会标注“不含已执行5%存款准备金率的机构”,5%的下限由此成为默认的共识。不过,近日市场消息认为这一隐形下限或有所松动,并引发了新...

Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High”

Yahoo 📅 03/27 08:57 QCOM.O
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the Dividend Stock Portfolio for Income: 15 Stocks to Invest In. On March 26, Bernstein Research downgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Market Perform from Outperform. It cut its price target to $140 from $175. The firm pointed to memory-related headwinds, noting that higher prices are having a “deleterious effect” […]

两艘前往古巴的人道主义援助船失联

同花顺 📅 03/27 08:57
墨西哥海军部26日发布通报说,两艘向古巴运送人道主义援助物资的船只在加勒比海域失联。(新华社)

Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High” - Yahoo Finance

Google 📅 03/27 08:57 QCOM.O
Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High” Yahoo Finance

Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High” - finance.yahoo.com

Google 📅 03/27 08:57 QCOM.O
Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High” finance.yahoo.com

LV也卖不动了?

36kr 📅 03/27 08:56 9988.HKAAPL.O
近日,法国奢侈品牌路易威登(Louis Vuitton,LV)一款造型奇特的手袋,在社交平台引发广泛关注。 图源:微博 这款名为“Watering Can”(译为洒水壶)的男士手袋,外观形似园艺洒水壶,售价3.6万元,配套水壶挂件售价7750元。 图源:LV官方小程序 据品牌相关信息,该产品属于春季系列,灵感源于春季自然景象,兼顾装饰与日常收纳功能,材质采用品牌经典涂层帆布与牛皮革。 据了解,这款...

CAVA Group (CAVA) Price Target Increased by 12.67% to 85.26

Nasdaq 📅 03/27 08:56
The average one-year price target for CAVA Group (NYSE:CAVA) has been revised to $85.26 / share. This is an increase of 12.67% from the prior estimate of $75.67 dated February 21, 2026. The price target is an average of many targets provided by analysts. The l

美国法院驳回社媒公司X指控乐高、玛氏等品牌“非法抵制”的诉讼

格隆汇 📅 03/27 08:55
格隆汇3月27日|当地时间3月26日,美国联邦地区法院法官Jane Boyle驳回一项诉讼。马斯克的社交媒体公司X在该诉讼中指控,一个由CVS Health、乐高、高露洁棕榄和玛氏公司等品牌组成的广告行业联盟对其进行“非法抵制”。X于2024年起诉一批品牌,指控这些公司和广告行业组织World Federation of Advertisers“违反反垄断法”,并因对X的内容和安全标准感到担忧而合...

Taiwan’s Largest ETF Set for Record Inflow, Defying War Angst

Bloomberg 📅 03/27 08:55
Taiwan’s largest equity exchange-traded fund is on track for record inflows this month, as domestic investors defy the global turmoil sparked by the Iran war and pile into the technology-heavy product. The Yuanta/P-shares Taiwan Top 50 ETF listed on the Taiwan Stock Exchange has lured a net NT$140 billion ($4.4 billion) so far in March, eclipsing the previous all-time high of $2.9 billion in Novem...

Scholar Rock Holding (SRRK) Price Target Increased by 10.59% to 56.81

Nasdaq 📅 03/27 08:55
The average one-year price target for Scholar Rock Holding (NasdaqGS:SRRK) has been revised to $56.81 / share. This is an increase of 10.59% from the prior estimate of $51.36 dated February 21, 2026. The price target is an average of many targets provided by a

SinoPac Financial Holdings Company (TWSE:2890) Price Target Increased by 10.82% to 36.57

Nasdaq 📅 03/27 08:55
The average one-year price target for SinoPac Financial Holdings Company (TWSE:2890) has been revised to NT$36.57 / share. This is an increase of 10.82% from the prior estimate of NT$33.00 dated February 21, 2026. The price target is an average of many targets

Kansas City Fed Manufacturing Index Hits Highest Level Since 2022

Seeking Alpha 📅 03/27 08:55
DongFunStock/iStock via Getty Images By Jennifer Nash The Kansas City Fed Manufacturing Survey revealed regional activity increased modestly in March. The composite index rose to 11 this month, the highest level for the index since July 2022. Here is an excerpt from the latest report : The composite index is an average of the production, new orders, employment, supplier delivery time, and raw mate...

自衛隊員持刀闖中國駐日使館潛伏 外交部質疑日方未交代企圖:表達遺憾遠遠不夠

i-cable 📅 03/27 08:54
【有線新聞】日媒報道,闖入中國駐日大使館的自衛隊員沒有傷人意圖,外交部質疑日方沒有交代自衛隊員長時間潛伏的企圖。 外交部發言人林劍:「越來越多的事實已經浮出水面,該不法分子為自衛隊的少尉官員,選擇使館的通勤時間、擕帶長達31厘米的鋒利刀具非法翻牆闖入中國使館,並長時間潛伏在樹叢中。我們不禁要問,他長時間潛伏是在等甚麼?打算做甚麼?日方迄今對此完全沒有說明。」 日本防衛大臣小泉進次郎稱,本應守法的自...

Australia’s Fuel Supply Secure in Near Term, Albanese Says

Bloomberg 📅 03/27 08:53
Australia has a secure supply of fuel over the near term, Prime Minister Anthony Albanese said Friday, as he sought to reassure skittish households and businesses at a time of mounting reports of gasoline shortages. “Australia’s fuel supply outlook remains secure over the near term due to the actions the government’s taken to date,” he told reporters in Canberra. There will be six tankers of jet f...

墨西哥称两艘驶往古巴的人道主义援助船只失踪

格隆汇 📅 03/27 08:53
格隆汇3月27日|墨西哥海军部发布公告宣布启动搜救行动,以寻找2艘在前往古巴哈瓦那途中失踪的人道主义援助船只,据悉,船上共有9名不同国籍的船员。根据公告,这2艘船于3月20日从墨西哥启航,运送人道主义援助物资,原定于3月24日至25日抵达目的地古巴。但船只随后失联,截至目前仍无抵达消息。

US lawmaker makes direct plea to Sarah Ferguson to testify over 'close Epstein ties'

BBC News 📅 03/27 08:52
The letter, seen by the BBC, also called on Ferguson to share any knowledge about Andrew Mountbatten-Windsor's links to Epstein.

Asia Optical (TWSE:3019) Price Target Decreased by 13.74% to 160.14

Nasdaq 📅 03/27 08:52
The average one-year price target for Asia Optical (TWSE:3019) has been revised to NT$160.14 / share. This is a decrease of 13.74% from the prior estimate of NT$185.64 dated February 21, 2026. The price target is an average of many targets provided by analysts

Oil prices tick down, set for weekly losses on Middle East de-escalation hopes

Investing 📅 03/27 08:52

南方阴雨持续北方雨雪自西向东发展 全国大部气温以偏高为主

格隆汇 📅 03/27 08:52
格隆汇3月27日|今明两天(3月27日至28日),南方仍将持续阴雨天气,较强降雨主要集中在广西、湖南、江西、福建等地。此外,北方的雨雪也将自西向东发展,明天华北、东北等地雨雪增多。气温方面,预计3月底到4月初,我国大部地区气温仍将以偏高为主,不过在江南、华北等地气温还会波动起伏。

墨西哥称两艘驶往古巴的人道主义援助船只失踪

同花顺 📅 03/27 08:52
当地时间3月26日,墨西哥海军部发布公告宣布启动搜救行动,以寻找2艘在前往古巴哈瓦那途中失踪的人道主义援助船只,据悉,船上共有9名不同国籍的船员。根据公告,这2艘船于3月20日从墨西哥启航,运送人道主义援助物资,原定于3月24日至25日抵达目的地古巴。但船只随后失联,截至目前仍无抵达消息。墨海军部通报,已向第五海军区、第九海军区指挥部及海军搜救与海上监视站发出警报,同时向海事界发布通告,旨在扩大搜...

Australian Market Modestly Lower

Nasdaq 📅 03/27 08:52
(RTTNews) - The Australian stock market is trading modestly lower on Friday, extending the slight losses in the previous session, following the broadly negative cues from Wall Street overnight. The benchmark S&P/ASX 200 is falling to near the 8,500 level, with weakness in gold mi

Pain Hallgrimsson's overriding emotion after Czechs end Irish hopes

BBC News 📅 03/27 08:51
"Pain" is the overriding emotion for Republic of Ireland manager Heimir Hallgrimsson as his side's World Cup dream ends on penalties in Prague.

财联社汽车早报【3月27日】

财联社 📅 03/27 08:51 9868.HK3690.HK1211.HK
市场监管总局召开2026年第一次企业公平竞争座谈会 强调深入整治“内卷式”竞争 3月26日,据市场监管总局消息,市场监管总局召开2026年第一次企业公平竞争座谈会,围绕“规范企业竞争行为,构建企业出海良性竞争生态”主题,与五矿集团、中建集团、宁德时代、比亚迪、奇瑞汽车、滴滴、美团等企业有关负责人深入交流,听取意见建议。总局党组成员、副局长孟扬出席会议并讲话。他强调,总局将坚决贯彻落实党中央、国务院...

G8 Education (ASX:GEM) Price Target Decreased by 31.11% to 0.44

Nasdaq 📅 03/27 08:51
The average one-year price target for G8 Education (ASX:GEM) has been revised to $0.44 / share. This is a decrease of 31.11% from the prior estimate of $0.64 dated February 21, 2026. The price target is an average of many targets provided by analysts. The late

越南免征汽油、航空煤油和柴油的环境保护税

格隆汇 📅 03/27 08:51
格隆汇3月27日|越南财政部:自即日起至4月15日,免征汽油、航空煤油和柴油的环境保护税。取消(上述)税收将使国家月度财政收入减少7.2万亿越南盾(约合2.73亿美元)。

格隆汇3月27日|美元兑日元USD/JPY短线小幅走低,现报159.56。

格隆汇 📅 03/27 08:50
格隆汇3月27日|美元兑日元USD/JPY短线小幅走低,现报159.56。

格隆汇3月27日|日本财务大臣片山皋月:将召开七国集团财长线上会议,将在外汇领域采取果断措施。

格隆汇 📅 03/27 08:50
格隆汇3月27日|日本财务大臣片山皋月:将召开七国集团财长线上会议,将在外汇领域采取果断措施。
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