Musk said the project was being driven by concerns over future chip availability. Credit: emirhankaramuk/ shutterstock.com Elon Musk has said that Tesla and SpaceX plan to jointly build an advanced chip manufacturing project in Austin, Texas, which he has labelled “Terafab”. He said the complex is intended to include two chip factories at the site, each dedicated to a single chip design. “Terafab ⁠will technically be two fabs, each making only one chip design,” Musk wrote in a post on X. Musk said one chip would be used in Tesla vehicles and Optimus humanoid robots. The second would be designed for AI satellites and space-based artificial intelligence data centres. “We need a high powered chip designed for space that takes into account the harsher environment,” Musk said, adding it would need to operate at higher temperatures. Musk has previously said Tesla would need to build its own AI chip plant, but he had not earlier disclosed SpaceX’s involvement. SpaceX, which is preparing for a public listing that could value the company at around $1.75 trillion, recently merged with Musk’s social media and artificial intelligence firm xAI. Speaking during a presentation at an Austin facility, Musk said the project was being driven by concerns over future chip availability. “We either build the Terafab or we don’t have the chips,” he said, arguing that current global chip production would cover only a small part of his companies’ projected needs. He did not provide a timeline for Terafab. Musk has previously announced large projects, though several have later been delayed or not completed. Musk said he remained thankful for current chip suppliers, naming Samsung, TSMC and Micron, but argued that demand from his businesses would eventually exceed total global output. He said Terafab would eventually produce one terawatt of computing capacity per year, compared with about half a terawatt currently generated across the United States.

Palantir (PLTR) Stock Gets Boost as Pentagon Eyes Long-Term Use of Maven AI System TipRanks

万得微盘股指数3月23日大跌6.42%，领跌所有宽基指数，因与量化策略偏好的小市值因子高度吻合，被不少市场观点指认为量化基金减仓所致 2026年3月23日，A股三大指数创年内新低。图：视觉中国 【财新网】 中东战火持续蔓延第四周，叠加全球股市共振下跌，A股市场3月23日遭遇2026年以来最为剧烈的调整，总市值106.23万亿元较上一交易日蒸发约4.29万亿元。 几大指数均创年内新低。上证综指收跌3.63%，收于3813.28点；深证成指收跌3.76%，报13345.51点；创业板指收跌3.49%，报3235.22点。北证50重挫5.48%，报1244.03点。上证综指自3月3日盘中触及4197.23点高点后，目前已累计跌超380点。

格隆汇3月23日丨美国天然气期货跌超4%，现报2.939美元/百万英热。

Key Points It's absolutely critical that investors learn about a company’s different segments and how it generates revenue. Businesses that have developed economic moats are able to withstand competitive forces, supporting durable success. One of the worst things investors can do is overpay for a stock. 10 stocks we like better than Amazon › Investors should be familiar with the fact that the stock market is arguably the best means of building significant wealth. It won't happen overnight, and it requires patience and discipline. But the rewards are worth it. In the past decade, the S&P 500 index generated a total return of 283% (as of March 19). There are many companies, Amazon (NASDAQ: AMZN) being a great example, that have performed even better. So you might be interested in learning how to filter the sea of potential opportunities into a much smaller list that warrants further study. 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 » Here are three of the most important questions that investors should ask before buying any stock. Do I understand how this business makes money? Perhaps nothing in investing is as important as understanding how a company actually makes money. Take Amazon. It certainly generates sizable revenue from its retail operations. Online and physical stores combined brought in $89 billion in revenue in the fourth quarter of 2025. Digital advertising is a budding division, reporting stellar 22% year-over-year revenue growth to $21 million during the fourth quarter. There's Amazon Web Services. This is the company's dominant cloud computing platform, which registered a spectacular operating margin of 35% in 2025. Amazon also makes money from its popular Prime memberships and other services. Subscription sales totaled $13 billion in Q4. Is there an economic moat? Amazon's incredi...

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格隆汇3月23日｜美国总统特朗普最新发文称，美国和伊朗在过去两天进行了非常良好和富有成效的对话，已指示暂停对伊朗发电厂和能源基础设施的一切军事打击，为期五天，但前提是正在进行的会议和讨论取得成功。国际油价闻声大幅下跌，布伦特原油期货价格一度跌超14%，至每桶96美元附近，WTI原油、欧洲天然气价格亦纷纷下跌。

奥特曼急了，真急了！ 1月份，奥特曼还称OpenAI计划「大幅度放缓」招聘节奏，刚刚被爆今年打算让员工翻一番。 奥特曼的「减人神话」直接破灭—— 据《金融时报》报道，3500名新员工将加入OpenAI产品开发、工程、研究、销售团队，以及名为「技术大使」的新岗位——这些人将帮助企业实际整合 OpenAI 的工具。 最后这一点才是关键：OpenAI正在招聘人员去做 Anthropic 早已搞明白的事——赢得企业客户靠的不只是更好的模型，更需要实地支持。 为「平均每天多12名员工」的扩张节奏做准备，OpenAI在旧金山又签下新办公室租约，让当地的办公面积超过100万平方英尺。 这轮招人被视为一次战略反攻：既要压住Anthropic在企业客户中的上升势头，也要顶住Google等对手的竞争压力。 两面夹击，OpenAI大反攻 基于5万多名客户的刷卡与账单数据，支付初创公司Ramp称： 首次采购AI的企业，选择Anthropic的比例是OpenAI的3倍。 一年前的美国AI格局，彻底被颠覆。 当然，Ramp并不是专业的市场调研公司，但这套叙事广为流传。 OpenAI发言人反驳：「靠Ramp信用卡数据算企业市场份额太离谱了，就像用我家孩子的柠檬水摊去推算全球柠檬销量。」 他强调，大企业的数百万美元合同不会用信用卡结算，「他们很可能连Ramp都不用」。 但OpenAI内部节奏，确实在收紧。 去年年底，奥特曼发出紧急警报「code red」，要求团队重新聚焦ChatGPT。 奥特曼也体会到了3年前谷歌劈柴面对ChatGPT横空出世的心情 本月，负责应用业务的Fidji Simo更直白：别再做「副业」，把精力放在打磨编码模型Codex、拿下企业客户，并把ChatGPT做成生产力工具。 Simo还在推动把Codex和ChatGPT合并成一款桌面App，同时面向个人与企业销售。 最近，OpenAI还收购了高性能Python工具Astral加速Code增长。 此外，OpenAI正与私募股权机构洽谈成立合资企业，把产品部署到其被投公司里。 但现实是，OpenAI和Anthropic都在亏：为了训练持续逼近前沿的模型，两家公司每年烧掉的成本比收入多出数十亿美元。 随着双方最早可能在今年推进上市，「降本增收、尽快盈利」的压力也在上升。 这也带火了「forward-deployed engineer...

Arbutus Biopharma press release ( ABUS ): Q4 GAAP EPS of -$0.17 misses by $0.13 . Revenue of $14.08M (+128.2% Y/Y) beats by $13.47M . Strong financial position with cash, cash equivalents and marketable securities of $91.5M as of December 2025. More on Arbutus Biopharma Arbutus Biopharma: LNP Litigation And Imdusiran Drive Near-Term Catalysts Moderna gains as Arbutus/ Genevant settlement removes major financial risk Moderna dealt blows in ongoing patent dispute with Arbutus Seeking Alpha’s Quant Rating on Arbutus Biopharma Historical earnings data for Arbutus Biopharma

财联社3月23日讯（记者 周晓雅） A股整体回调之际， 基金公司新产品的上报热度不减。 电网设备成为上报产品的方向之一。近日，超10家基金公司出现扎堆上报电网设备指数产品的情况，这也是该赛道年内第二轮出现扎堆布局。资金同样也对这一赛道关注度颇高，已成立的基金中已出现年内规模从30亿元左右，站上300亿元关口。 此外，工程机械、电力、工业有色等赛道也有多家基金公司同期布局的情况，也有基金公司将目光投向回调较多的港股科技等板块，又或者是继续在 沪深300 、红利等赛道发力，意在补齐产品“短板”。 电网设备ETF又见扎堆上报 当“HALO”策略让市场再次留意到电力公用事业等板块的魅力时，基金公司也出现集中布局的情况。 证监会官网显示，近日，出现11只电网设备主题基金的新产品上报，其中的8只均是ETF产品，另外还有2只联接基金和1只场外指数基金。 具体来看，华宝基金、鹏华基金、汇添富基金、南方基金、工银瑞信基金、博时基金、平安基金、富国基金等8家上报的是恒生A股电网设备ETF；已成立了相关ETF的易方达基金和广发基金则是上报ETF联接基金；招商基金则是上报场外发起式基金。 这些产品均跟踪同一指数——恒生A股电网设备指数。公开资料显示，该指数由最⼤50间业务与电⽹设备有关的沪深京上市公司组成，反映与电⽹设备相关的内地上市公司之表现，采⽤流通市值加权法计算，每只成分股的比重上限设定为10%。 这一指数今年表现亮眼，一度涨近40%，虽然近期A股整体行情调整，这只指数的年内涨幅也有所回落，但截至3月23日收盘，指数年内累计涨幅仍达到18.01%。目前，市场有3只ETF挂钩该指数，国泰恒生A股电网设备ETF和广发恒生A股电网设备ETF均在2024年成立，年内均获得资金的净申购；而2月中旬成立的易方达恒生A股电网设备ETF，截至3月20日规模也超过了15亿元。 事实上，这也并非年内首次出现扎堆上报电网设备基金的情况。Choice数据显示，前述的华宝基金、鹏华基金、富国基金、汇添富基金在今年1月、2月均出现过上报电网设备主题ETF的申报材料显示为“被接收”的状态，但迟迟未见申报状态的更新。拉长时间来看，去年11月以来，就逐渐出现基金管理人上报电网设备主题ETF，但审批进度停滞的情况。 截至目前，除了易方达恒生A股电网设备ETF这只年内上报的产品获批并成立，其 余的电网设备主题ETF新产品...

Shopify (NASDAQ: SHOP) has been beaten down in 2026, and one of the main reasons is that investors are concerned about AI disrupting software platforms like the one Shopify operates. To put it mildly, I don't buy it. In this short video, I explain why. *Stock prices used were the morning prices of March 20, 2026. The video was published on March 21, 2026. Continue reading

文章提及标的 佳力图 -- 佳力图（603912）公告，2025年营业收入7.39亿元，同比下降8.34%。净利润亏损5448.8万元，同比下降251.95%。公司决定2025年度不进行现金分红，不进行资本公积金转增股本和其他形式的利润分配。

Tower Semiconductor ( TSEM ) and Coherent ( COHR ) shares rose premarket Monday after the companies demonstrated 400 Gbps per lane data transmission using a silicon modulator built on a production-ready silicon photonics (SiPho) platform. Tower Semiconductor ( TSEM ) shares were up as much as 8% premarket, while Coherent ( COHR ) gained nearly 3%. The breakthrough is aimed at next-generation 3.2T optical transceivers and expands silicon’s capabilities for pluggable transceivers and co-packaged optics in data center connectivity. Details were presented last week at OFC, where the demonstration achieved a clear open eye at 420 Gb/s PAM4 using Coherent’s high-power InP continuous-wave laser. “We strongly value the partnership with Coherent and are very excited about this breakthrough,” said Russell Ellwanger, CEO of Tower Semiconductor. “The result can extend the use of silicon for another generation of transceivers, re-utilizing the large multi-fab capacity investments we continue to make while we proceed with our work on more advanced material systems for next-generations”. More on Tower Semiconductor, Coherent Tower Semiconductor: Buy The Story, Respect The Risks Coherent: AI Demand And NVIDIA Partnership Drive Re-Rating And Renewed Buy Call Coherent Corp. (COHR) Discusses Photonics Innovation and Data Center Communications at OFC - Slideshow Tower Semiconductor continues to power higher following its Oriole Networks deal Coherent climbs after reinforcing critical position in AI data center build-out at OFC: Stifel

EnviroGold Global Limited ( NVRO:CA ) has appointed Karina Nott as the new Chief Financial Officer, effective March 23rd. Nott brings over 20 years of international finance experience, with a background in capital markets, financial strategy, and operations, particularly in technology companies. She has successfully led funding initiatives and has experience with Series B and C financings, as well as structured transactions like SAFE investments and convertible notes. Before joining EnviroGold, Nott was the VP of Finance for a global satellite-enabled IoT company, where she contributed to capital strategy, financial planning, and international growth. As part of this transition, Peter Nguyen has resigned from his position as interim CFO but will assist the company with the 2025 audit and aid in Nott's onboarding. More on EnviroGold Global Limited Financial information for EnviroGold Global Limited

Ziga Plahutar/iStock via Getty Images Slovenia introduced a general limit on fuel purchases over the weekend as soaring demand has led to stockpiling and cross-border fueling, just before the country headed to the polls for its national election on Sunday. Fuel prices in Slovenia are relatively lower than those in its neighboring countries, prompting an influx of foreign drivers at local pumps. Its government has now capped fuel purchases at 50 liters per day for individuals and 200 liters per day for companies and farmers. It activated the Slovenian Armed Forces to assist in supply operations and called on distributors to coordinate deliveries to service stations to minimize delivery times. "There is sufficient fuel in Slovenia; storage facilities are full and there will be no shortage of fuel," the government noted . Last week, Slovenia said it would reduce excise duties on fuel for 14 days and temporarily pause its CO₂ tax. The fuel cap was announced just ahead of Slovenia's parliamentary election, with early results showing that the ruling Freedom Movement party won by a very narrow margin. The party is expected to secure 29 seats in the parliament, while the opposition Slovenian Democratic Party is projected to win 28 seats. Neither party secured the 46 seats needed for a majority. More on crude oil Hard Assets Weekly: The Signal That Precedes Falls In Hard Assets Appeared In Oil ProShares UltraShort Bloomberg Crude Oil ETF: Still Not For Investors IEA warns global economies under major threat with Hormuz crisis, weighs fresh oil releases Brent crude climbs for fifth straight week as U.S. sends more troops to Middle East

President Donald Trump ordered the Pentagon to postpone military strikes against Iranian power plants and energy infrastructure for a five-day period, he said in a Truth Social post Monday morning. Annmarie Hordern and Jonathan Ferro have more. (Source: Bloomberg)

最近，彼得・蒂尔计划领投一轮 20 亿美元的融资，竟是为了一个牛项圈。 彼得・蒂尔何许人也？ 硅谷风险投资界的顶级掠食者、PayPal 黑帮开山堂主、全球最早看懂 Facebook 并重仓入局的异类、Palantir 幕后缔造者、押注 SpaceX 给马斯克续命、把「竞争是失败者的游戏」刻进 VC 圣 经的男人。🤷‍♂️ 就是这么一个神人，看上了一头牛脖子上的东西。 一个造火箭的人，去做了牛项圈 这家公司叫 Halter，来自新西兰。他们干的事就是 给奶牛戴上太阳能 AI 项圈 。 这个项圈可以通过 AI 算法追踪每头牛的位置、健康状况、体温、咀嚼行为和繁殖周期，每分钟采集 6000 个数据点，全天候不间断。 最具颠覆性的功能，是 「虚拟围栏」 。农场主不需要打桩拉网，打开手机 App，在地图上随手画一条线，那条线就成了「围栏」。 每次牛靠近边界，项圈便会发出声音和震动提示，牛自然转头走开。如此训练七到十天，它们就乖乖待在划定区域。 如果想把整群牛赶去新牧场或挤奶棚，轻点一下按钮即可。 他们还给这套系统起了个正式的商业名字，叫 「cowgorithm」（牛算法） 。 目前已有 60 万头牛戴上了这款项圈，遍布新西兰、澳大利亚和美国。 美国农场主用它划出的虚拟围栏总长超过 1.1 万英里，大约相当于绕美国本土一圈，节省的实体围栏成本估计高达 2.2 亿美元。农场主每周还能因此少干 20 到 40 小时的活儿，使用费呢， 每头牛每月只需 5 到 8 美元 。 公司创始人 Craig Piggott，成长于新西兰一个奶农家庭，从小看着父母每周工作 100 小时。 后来这小哥勉强考进工程学院，毕业后加入 Rocket Lab，又在第一枚火箭发射前辞职，22 岁开始捣鼓牛项圈。 一个造火箭的人，最后选择回去放牛，并把高科技带回了田间地头，人生际遇可太奇妙了。 目前，Halter 完成了由彼得・蒂尔旗下 Founders Fund 领投的新一轮融资， 估值从 9 个月前的 10 亿美元翻倍至 20 亿美元 。 Founders Fund 并非半路跟风，早在 2018 年 Halter 的 700 万美元 A 轮融资时就已入场。种子轮投了 10 万美元的早期机构 Icehouse Ventures，账面持仓如今价值 4.09 亿美元。按照 Halter 目前的增长速度，有机构预测...

中际旭创（300308）公告，股东益兴福将62.4万股质押延期购回，质押期自2024.03.26起，原到期日2026.03.20延至2027.03.19，质权人为东吴证券（601555），占其持股1.34%；一致行动人云昌锦将130万股质押延期购回，质押期自2025.03.19起，原到期日2026.03.19延至2027.03.18，质权人为广发证券（000776），占其持股5.45%。截至公告日，益兴福持股4662.72万股，已质押702.4万股，占其持股15.06%；云昌锦持股2385.83万股，已质押353万股，占14.80%。

Sandwish Solo Brands ( SBDS ) issued its fiscal year 2026 financial guidance, where t he company expects net sales in the range of $280M to $310M for FY26, below its fiscal 2025 total of approximately $316.6M, reflecting continued pressure on demand. Despite the weaker top-line outlook, Solo Brands ( SBDS ) signaled improving profitability, building on Q4 2025's $9.6M adjusted EBITDA turnaround. For FY 2026, the company expects adjusted EBITDA in the range of $24M to $30M vs. last year's $18.5M. More on Solo Brands Solo Brands, Inc. (SBDS) Q4 2025 Earnings Call Transcript Solo Brands outlines further cost cuts and product innovation for 2026 following $9.6M Q4 adjusted EBITDA turnaround Solo Brands sees Q4 preliminary Adjusted EBITDA exceed $9M Financial information for Solo Brands

Sen. Bernie Sanders (I-Vt.) is warning that Jeff Bezos's massive automation plans could devastate jobs for millions of workers in the U.S. and around the world. Bezos Plans $100 Billion Robot Takeover On Saturday, Sanders, in a post on X, accused Amazon.com, Inc. founder Bezos of attempting to replace human labor with machines on an unprecedented scale. "Jeff Bezos, one of the richest men on earth, is raising $100 billion to replace workers with robots around the world," Sanders wrote. He added, "The oligarchs want it all. Not going to happen. Stand up and FIGHT BACK." Don't Miss: In a video clip shared alongside the post, Sanders emphasized the human impact of such automation, saying, "It's bad enough that he wants to replace virtually all of his Amazon warehouse workers with robots." He added, "But now he's trying to raise $100 billion to automate factories and plants all over America and throughout the world. In other words, replace working people with robots." He added, "We cannot allow the wealthiest people in the world to go to war against the working class of America. We've got to organize. We got to fight back." Jeff Bezos, one of the richest men on earth, is raising $100 billion to replace workers with robots around the world. The oligarchs want it all. Not going to happen. Stand up and FIGHT BACK. pic.twitter.com/NjXLXdX4K5 See Also: This Startup Thinks It Can Reinvent the Wheel — Literally AI Job Disruption: Experts And Lawmakers Warn Of Workforce Impact Earlier, JPMorgan Chase & Co. CEO Jamie Dimon warned that AI could disrupt jobs and urged businesses and policymakers to prepare for workforce changes. He noted that about 150,000 JPMorgan employees already use AI weekly and emphasized retraining and redeployment for displaced workers. Economists warned that automation could have an even wider effect on the physical economy, with up to 20% of the U.S. workforce exposed over the next decade. Transport, logistics, and manufacturing jobs were at the greatest...

DKosig Faraday Future Intelligent Electric ( FFAI ) soared in early trading after the electric vehicle maker announced that the U.S. Securities and Exchange Commission has formally ended its years-long investigation into the California-based company without recommending any enforcement action or penalties against it, founder YT Jia, president Jerry Wang, or any other executives. The probe had focused on issues related to Faraday Future's ( FFAI ) SPAC merger and associated PIPE financing, including earlier concerns that led to Wells Notices being issued to the firm and certain leaders. With the investigation now closed, Faraday Future ( FFAI ) says it has gained regulatory clarity and removed a major overhang that had constrained its ability to raise capital and secure strategic partnerships during the probe. Management highlighted that the company can now redirect time, capital, and internal resources from regulatory cooperation toward executing its strategy in electric vehicles and embodied AI robotics. "We can now put all our energy into strategy execution. Over the past five years, we had to spend a great deal of time, effort, and money on cooperating with the investigation. Now, I, the management team, and the company's capital and resources can all be 100% focused on strategy execution, business progress, and value creation on our core business of EAI Vehicles and Embodied AI ( EAI ) Robotics," stated Faraday Future Co-CEO YT Jia. He called it a major milestone for the company. Shares of Faraday Future ( FFAI ) rose 27.8% to $0.35 vs. the 52-week range of $0.27 to $3.61. Short interest stands at 24.4% of the total float on the stock. More on Faraday Future Intelligent Electric Faraday Future Intelligent Electric Inc. (FFAI) Presents at Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 - Slideshow Faraday Future Intelligent Electric Inc. (FFAI) Presents at NADA Show 2026 - Slideshow Faraday Future: Growth Plan Set Faraday Future gets Nasdaq notic...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Survey Monday Which sector will be the next winner in the ongoing Iran war and Operation Epic Fury? Click here to take the poll and don't forget to share your thoughts in the WSB comments section . Good morning! Here's the latest in trending: AI game: Meta's ( META ) Mark Zuckerberg is reportedly working on an artificial intelligence agent that will help him do his job . Terafab: Elon Musk has unveiled plans for a new semiconductor venture in Austin , but it could be the most 'Herculean task' ever . McRobot: A McDonald's ( MCD ) outlet in China has deployed humanoids to serve customers, collect used trays, and greet guests. Strategic assets Things are heating up in the Middle East, where the Iran war continues to reveal the capabilities of the Ayatollah regime. A dual ballistic missile strike fired toward Diego Garcia, located more than 2,500 miles away, brought European capitals into range of the Islamic Republic, while the Strait of Hormuz fell under blockade again, with threats to release floating mines directly from the coast. With the critical chokepoint still closed, President Trump issued a 48-hour ultimatum on Saturday, vowing "the United States of America will hit and obliterate their various power plants," before pivoting the timeline to a "five-day period" based on "productive conversations." Upping the ante: In response, the Iranian regime has said the waterway would be completely shut down and will not be reopened until every damaged Iranian power plant is fully rebuilt. Any regional company with American shareholders or capital ties will also be considered a legitimate target , as well as all energy, information technology, and desalination infrastructure in the region. "Everything is ready for a great jihad with the aim of completely destroying all economic interests of America," according to a statement by the K...

格隆汇3月23日｜美股三大股指期货直线拉升，道指期货、标普500指数期货和纳指期货均拉升涨2.7%。特朗普称美伊对话取得良好进展，推迟五天对伊军事打击。

文章提及标的 连云港 -- 连云港（601008）公告，2025年实现营业收入25.71亿元，同比下降2.33%；净利润1.71亿元，同比下降10.50%。公司拟以实施权益分派股权登记日登记的总股本为基数，向全体股东每10股派发现金红利0.60元(含税)。

运达股份（300772）公告，2025年营业收入294.02亿元，同比增长32.45%。净利润3.4亿元，同比下降26.87%。公司经本次董事会审议通过的利润分配预案为：以7.87亿股为基数，向全体股东每10股派发现金红利0.6元(含税)，送红股0股(含税)，以资本公积金向全体股东每10股转增0股。

Chinese drone giant DJI has filed a lawsuit against its crosstown rival Insta360 for alleged patent infringement, a move that was made public three days ahead of the launch of DJI’s first 360-degree drone, a niche pioneered by its smaller competitor. The lawsuit, filed recently with the Shenzhen Intermediate People’s Court in the southern tech hub where both companies are based, involved six patents covering critical technologies including drone flight control, structural design and image processing, according to reports by Chinese media on Monday. DJI claimed that some of the patents were based on inventions made by one or more former employees within one year of their departure from the company, according to reports from government-backed outlets including Jiemian and Securities Times. Advertisement Under China’s intellectual property laws, innovations created within one year of an employee’s retirement or departure – if related to their previous regular duties – are legally considered to have been created for the original organisation. Insta360 founder and CEO Liu Jingkang said on Weibo on Monday that, after an internal review of the concerned patents, “the available evidence indicates that these are all ideas and innovations generated within Insta360”. Advertisement DJI did not immediately responded to a request for comment on Monday. The Shenzhen court could not be reached for comment.

氢能政策转向工业，奖励上限16亿，成本目标25元/kg。 3月16日，一份文件的落地让氢能产业链彻底躁动。 工信部、财政部、国家发改委联合发布的《关于开展氢能综合应用试点工作的通知》，将中央财政奖励上限推至单个城市群16亿元，四大工业场景首次被纳入国家试点范围。与此前聚焦燃料电池汽车的“十四五”示范不同，这次政策释放的信号直白且强硬： 氢能的主战场，正在从汽车轮子转向工业车间。 一个数字暴露了转向的底层逻辑—— 交通领域用氢需求为百万吨级，而冶金、钢铁、炼化、氨醇等工业领域的脱碳需求，将达到千万吨级。 这不仅是量级的跃迁，更是产业逻辑的重构。 被“成本红线”逼出的战略转向 “枪口价”35元到50元每公斤的氢气，让燃料电池汽车始终无法摆脱政策输血。 过去几年，即便在京津冀、上海、广东等五大示范城市群，终端氢价长期在35元至40元区间徘徊，加氢站单站日均销量不足300公斤，多数项目处于盈亏平衡线以下。一位加氢站运营企业负责人向媒体坦言，即便有地方补贴，运营压力依然巨大。 三部门此次给出的“成本红线”异常清晰： 到2030年，终端用氢均价降至25元/千克以下，优势地区力争达到15元/千克左右。 这组数字的杀伤力在于——15元意味着氢能汽车加氢成本将与电动汽车充电成本基本持平，氢能产业将首次在成本端具备正面竞争能力。 支撑这一目标的，不再是单一的“买车补贴”。 新政策的核心奖励逻辑从“按车计费”转向“按效激励” ，燃料电池汽车继续保留但单车奖励额较“十四五”下降约71%，工业场景则按用氢规模核算——绿色氨醇项目按可再生能源制氢应用规模给予积分，氢冶金按低碳冶金产量核算。 政策正在从“补贴购置”转向“补贴使用”，从“培育供给”转向“激励消纳”。 工业“大胃王”入场，绿氢告别贵族的孤独 政策出台前，一个尴尬的现实长期存在：截至2025年底，全国绿氢产能约25万吨，但交通领域消纳占比不足20%。大量绿氢找不到出口，制氢项目陷入“产得出、用不掉”的困局。 工业领域接盘，解决了这个“有氢无市”的死结。2024年的数据显示， 中国氢气消费中，合成甲醇和合成氨各占约27%和26%，炼化和煤化工分别占16%和11%，工业领域合计占比接近80%。 这些本就是刚需用氢大户，只需将灰氢替换为绿氢，无需重塑整个产业链。 更重要的是，工业企业具备稳定、集中且规模化的用氢需求，能够摊薄制氢、储运环节成...

Tesla (TSLA) has spent years pushing the boundaries of autonomy, evolving from an EV pioneer into a full-fledged AI-driven ecosystem. Under Elon Musk, it is no longer just about cars—Full Self-Driving (FSD) and robotaxis now anchor a bigger vision where vehicles don’t just move but learn, adapt, and generate value over time. The idea is simple but bold—a world where most vehicles are autonomous, and Tesla’s fleet becomes a revenue engine on wheels. That’s where Morgan Stanley analyst Andrew Percoco sees a “flywheel” forming—robotaxi miles improve FSD, which boosts demand, lifts margins, and feeds back into growth. Even with near-term cash burn, the long game could be powerful. Still, with TSLA stock down over 25% from its highs and struggling through 2026, are investors catching an early opportunity or stepping into something that still needs time to prove itself? About Tesla Stock Founded in 2003, Texas-based Tesla has become far more than just an electric vehicle (EV) maker. Under Elon Musk’s relentless vision, it fuses EVs, battery storage, solar energy, and early-stage robotics into a single, future-facing ecosystem. Operating across more than 30 countries in North America, Europe, and Asia, Tesla continues to shape the global conversation around clean mobility and next-generation infrastructure. Its market capitalization currently stands at around $1.43 trillion. Tesla’s stock journey from 2025 into early 2026 has been anything but smooth. It started the year under pressure, as slowing EV demand, tariff concerns, and constant headlines around Elon Musk weighed on investor sentiment. For months, TSLA mostly moved sideways, stuck in a narrow range with no clear direction. Then sentiment flipped almost suddenly. Musk reignited optimism after locking in a massive compensation package and making his first personal share purchase in five years, deploying nearly $1 billion. That move helped erase earlier losses quickly, and momentum began to rebuild. However, the rall...

ferrantraite/E+ via Getty Images Introduction After spending two days discussing in-depth market and economic developments, today is about more in-depth stock ideas again. As much as I dislike this market environment of daily changing headlines and macro risks, I love that the market is presenting us with new opportunities. That’s why I often joke that I have a win-win strategy. If my stocks fall, I can buy more at better prices (I win). If my stocks rise, my net worth rises (I win). Needless to say, that only works if we pick the right stocks. Consistently buying more stock in a company that doesn’t have a bright future is a terrific way to destroy wealth. That’s why we need to put so much emphasis on quality, especially as I own just 15 stocks that account for nearly every penny of my liquid net worth (that’s how seriously I take this). Speaking of that portfolio, I’ve lost a lot of capital in recent weeks - on paper. That’s obviously because many of the gains in recent weeks have been reversed when the war in Iran triggered stagflation fears (rising inflation and falling growth expectations). Over the past four weeks, energy is the only sector that’s up (+8%). The S&P 500 has fallen by roughly 6%, with underperformance in areas like materials, industrials, consumer, real estate, and financials. State Street Year-to-date, the S&P 500 is down 5%. Luckily, I’m still outperforming, as I am up 18% since the start of this year (see below). That’s 23 points above the S&P 500 return, but 10 points below the peak. It hurts, but it is what it is. Yahoo Finance (Leo’s Portfolio) With that said, I’m not worried at all. As I have written in recent days, I believe this (the Iran War) is not an event that will meaningfully derail my growth broadening thesis. It certainly has the potential to do that, which explains the stock market’s reaction, yet I think it’s a terrific buying opportunity. That’s why today, I’ll cover two of my biggest holdings that account for 25% of my portf...

Sinenkiy/iStock via Getty Images After seemingly teasing the market ahead of the weekend that he was considering “winding down” military operations, President Trump issued Iran an ultimatum that threatens to escalate the conflict. He issued a 48-hour ultimatum that appears to expire around 7:45 pm ET today that if the Strait of Hormuz is not open, Iranian power plants will be attacked. Iran has reportedly carried out fresh strikes across the region today. Equities and bonds have been pummeled. The dollar ( DXY ) is racing higher. Gold (and silver) is offering new respite. The possibility that we are on the verge of a significant escalation of the conflict will deter investors today. There is no appetite for risk. As we noted when the war began, if this is World War Three, the market wants dollars. Prices G10 • The euro chopped lower ahead of the weekend. It had pushed above $1.16 after last Thursday’s ECB meeting. Although it remains within last Thursday’s range (~$1.1445-$1.1615), it has been pushed below $1.15 in Europe and looks poised to test the lower end. Options for around 2.55 bln euro struck at $1.15 expire tomorrow, and another stack for around the same amount expires Wednesday. The low since last August was set earlier this month near $1.1410. • The market has not given up on the JPY160 hurdle, and the disruption from the war and the jump in US rates may give the short-term participants the incentive to overcome it. It is bumping against the JPY159.65 area in the European morning. We suspect there will be some profit-taking after it is broken and look for the JPY160.40 area to cap it. • A sharp rise in rates after the Bank of England meeting seemed to help lift sterling last Thursday to about $1.3465. It settled above the 20-day moving average for the first time since mid-February. Yet, the continued rise in rates ahead of the weekend did not aid sterling, which was pushed back to $1.3300. It has been sold for about $1.3260 so far today. After being turne...