騰訊控股(00700)出現大手賣出3萬股，成交價$550.5，涉資1.652千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出4萬股，成交價$550.5，涉資2.202千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.02萬股，成交價$550.0，涉資561萬 AASTOCKS.com

騰訊控股(00700)出現大手買入9600股，成交價$550.5，涉資528.48萬 AASTOCKS.com

格隆汇3月17日｜在亚洲交易时段，美国国债收益率全线走高，因布伦特原油价格高于每桶100美元，高油价因其潜在的通胀影响而继续打压市场情绪。收益率呈陡峭化上升，长债收益率的升幅大于短债。SEB经济学家Marcus Widen在一份报告中说，油价周一小幅走低，“但对石油供应的担忧今天上午再次推高了油价“。根据Tradeweb的数据，两年期美国国债收益率上升1个基点，至3.689%；10年期美国国债收益率上升2.5个基点，至4.244%；30年期美国国债收益率上升3.2个基点，至4.888%。

当地时间周一，英伟达首席执行官黄仁勋表示，受Anthropic公司的Claude Code、OpenAI公司的OpenClaw等工具落地应用的推动，未来约两年内，人工智能芯片领域的营收预计至少将达到1万亿美元。 黄仁勋在这场硅谷举办的、市值达4.5万亿美元的半导体巨头英伟达的旗舰级GTC大会上表示：“以我目前的判断，到2027年，该领域营收至少能达到1万亿美元。”他还补充称，自己“确信”实际需求会远超这一数字。 黄仁勋此番表态后，英伟达股价一度上涨逾2%，但这份涨势未能持续，最终收于其演讲前的价格下方。 近几个月来，市场对人工智能基础设施巨额投资的回报前景心存疑虑，中东地区的冲突对半导体供应链构成威胁，且英伟达产品所需的存储芯片出现短缺，种种因素之下，黄仁勋此前发布的乐观业绩预测始终未能打动华尔街。 此次英伟达公布的营收预期远超华尔街市场共识，这也是该公司释放的最新信号——其押注人工智能热潮将持续升温。 作为先进人工智能芯片的最大供应商，英伟达借此一跃成为全球市值最高的企业。 深水资产管理公司管理合伙人Gene Munster表示，围绕英伟达的长期增长潜力，投资者的担忧已让该公司股价遭遇“阻力墙”。 他称：“黄仁勋主题演讲的核心结论是：市场需求的强劲程度，甚至超出了最乐观的预期，而投资者仍难以接受这一事实。” 此前，基于英伟达最新的Blackwell和Rubin系列硬件产品“极具确定性的市场需求和采购订单”，黄仁勋曾预测，截至2026年底，人工智能相关业务带来的营收将达到5000亿美元。 而此次公布的1万亿美元人工智能硬件营收预期，已远超华尔街对英伟达总营收的普遍预估。 据资本智商公司数据显示，分析师对英伟达2027和2028财年（截至2028年1月底）的总营收预估合计约为8350亿美元。 黄仁勋表示，Anthropic公司的Claude Code等热门工具的普及，加之市场对“推理计算”的需求攀升，推动了算力需求的持续增长——所谓推理计算，即运行人工智能模型及相关应用的过程。 在这场时长两小时的主题演讲中，黄仁勋宣布了一系列新举措，涵盖自动驾驶出租车合作项目，以及一款专为轨道数据中心设计的芯片；轨道数据中心这一概念由埃隆・马斯克提出，是其整合SpaceX与xAI人工智能公司核心愿景的一部分。 他还发布了旗下全新芯片产品——Groq 3“语言处理单元”，该芯片专为提升...

格隆汇3月17日｜根据美国汽车协会（AAA）的数据，周一，全美汽油平均价格上涨至每加仑3.71美元以上，比一周前上涨0.25美元，比一个多月前上涨0.80美元（27.49%）。而燃油成本上涨对司机钱包的影响也日益加剧。GasBuddy石油分析主管Patrick De Haan最新表示：“如今美国人在汽油上的花费，比30天前多出3亿美元。”据美国能源信息署（EIA）统计，美国人每天大约消耗3.75亿加仑汽油。因此，每加仑汽油只要上涨一美分，就会使美国司机们每天的开支增加375万美元。在美伊冲突僵持不下的背景下，国际油价飙升并稳定在100美元上方。GasBuddy的数据还显示，目前的汽油价格高于2021年1月至2025年1月期间78%的交易日。

格隆汇3月17日｜有投资者在互动平台向和辉光电提问：请问贵公司目前有布局第8.6代oled生产线的计划吗？有准备跟进microled的计划吗？ 和辉光电回复称，公司主要专注于高解析度AMOLED半导体显示面板的研发、生产和销售。公司AMOLED半导体显示面板产品主要应用于智能手机、智能穿戴以及平板/笔记本电脑等消费类终端电子产品，同时公司也在积极研发生产适用于车载显示、航空机载显示、桌面显示、智能家居显示、工控显示、医疗显示等专业显示领域的AMOLED半导体显示面板产品。国内外AMOLED行业部分厂商布局8.6代线，主要用于生产IT领域的中大尺寸AMOLED半导体显示面板；而公司多年前就已经开始重视中大尺寸领域的开拓，并将其作为战略性的发展方向。经过长期的研发投入和市场拓展，公司在中大尺寸领域取得了丰硕的成果，建立了领先的技术优势、较为完整的供应链体系，并且凭借成熟生产线的良率优势和产品在客户端的优异表现，从2020年至今持续保持在平板/笔记本电脑AMOLED显示面板领域出货量国内第一的领先地位。公司也将时刻关注行业和市场的发展情况，适时考虑未来的投资规划。

记者从深化“北京服务”赋能企业高质量发展新闻发布会上获悉，今年北京市将提供100万平方米创业空间，筹集1万套青年人才公寓。针对企业关注的融资问题，北京市将通过扩大小微企业融资、加大轻资产企业信用贷款投放、引导更多创投（885413）机构投早投小、完善上市融资机制等方式，为不同发展阶段的企业提供精准服务。青年人才创新创业服务方面，今年北京市将提供100万平方米创业空间、1万套青年人才公寓，鼓励各区为求职毕业生提供过渡性住所，助力青年学子走出校门奔赴人生新征程。今年，北京还将围绕科技成果“能转”“转成”等关键环节，健全高校院所成果转化尽职免责机制，为科研人员“松绑减负”；建立高校院所“一对一”服务机制，为科研团队提供全流程服务，打通政产学研用融合的“最后一公里”；壮大技术经理人队伍，提升科技成果转化效能，让成果更快进入市场。(央视新闻)

Over the past few years, the AI boom has been driven largely by spending by a handful of hyperscalers – Microsoft, Amazon, Alphabet, and Meta Platforms. Together these companies are expected to spend over $500 billion in capex this year, with a significant portion flowing to Nvidia. But how long this spending surge can continue before investors demand stronger cash flow and return? The “CapEx Cliff” risk is real, and Nvidia’s future growth could lie with the governments. The concern that ‘hyperscalers will eventually slow their chip purchases’ is reflected in Nvidia’s valuation. The stock trades a little above 22x FY27 earnings, despite reporting 65.5% growth in FY 2026, suggesting investors expect growth to moderate if hyperscaler demand cools. And notably, not every tech giant is joining the AI capex race. Apple is pursuing a fundamentally different AI strategy centered on on-device intelligence rather than cloud compute. See Apple’s Contrarian AI Strategy However, As AI becomes economically and strategically important, countries are beginning to treat AI infrastructure as a national asset and are investing in sovereign AI systems. The shift is already visible. In fiscal year 2026, Nvidia’s sovereign AI revenue tripled to over $30 billion, now accounting for roughly 14% of total revenue. So could this demand really support the next wave of Nvidia’s growth? Why Are Countries Investing Big In AI? Governments increasingly view AI infrastructure as essential economic and strategic infrastructure. One way to think of this is that nations are realizing that knowledge is the new “oil” and AI compute is the “refinery.” Compute clusters attract startups, research labs, and high-value jobs. Much like electrification reshaped economies in the 20th century, large-scale AI infrastructure is expected to support the next generation of industries. Nations no longer want to simply consume AI services. They want to build and export their own AI capabilities. There are other conside...

Can Sovereign AI Buffer Nvidia Against a Potential Hyperscaler Slowdown? Trefis

Meta shares jump after Reuters report on plans for layoffs of 20% or more Virginia Business

SmartMore, the first company backed by the Hong Kong government’s investment fund , has applied for a listing, underscoring the city’s crowded pipeline of technology initial public offerings (IPOs). The unicorn, founded in 2019 and specialising in industrial artificial intelligence, submitted its application on Monday night, with Morgan Stanley, China International Capital Corporation and Deutsche Bank as joint sponsors. SmartMore provides intelligent manufacturing and digital innovation through a proprietary industrial platform that integrates software and hardware for enterprise clients. It was the inaugural investment of the Hong Kong Investment Corporation (HKIC), which was set up in 2022 under Chief Executive John Lee Ka-chiu’s mandate to manage HK$62 billion (US$7.9 billion) in “patient capital” for strategic sectors including hard tech, life sciences and green energy. Financial Secretary Paul Chan Mo-po said in late February that HKIC had supported more than 190 projects, with 10 already listed and over 20 preparing IPOs this year. Advertisement HKIC, which has been compared with Singapore’s Temasek, recorded HK$2.3 billion in investment income and HK$2.25 billion in operating profit in 2024. SmartMore is not the only HKIC-backed firm making moves. BioMap, a life science AI model company founded by Baidu CEO Robin Li Yanhong, has reportedly filed a confidential application in Hong Kong, aiming to raise several hundred million US dollars. SmartMore, co-founded by Shen Xiaoyong, recorded a 44 per cent year-on-year increase in revenue in 2025. Photo: Edmond So Leading up to its filing, SmartMore’s financial health showed marked improvement. In 2025, it recorded revenue of more than 1 billion yuan (HK$145 million), up 44 per cent year on year, while its adjusted net loss narrowed 28 per cent to 272 million yuan, according to its prospectus.

NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption NVIDIA Investor Relations

News Summary: Physical AI leaders across robot brain developers, industrial, and surgical robot giants and humanoid pioneers including ABB Robotics, AGIBOT, Agility, CMR Surgical, FANUC, Figure, Hexagon Robotics, KUKA, Medtronic, Skild AI, Universal Robots, World Labs and YASKAWA are building on NVIDIA technology to develop and deploy physical AI at scale. NVIDIA unveils new NVIDIA Cosmos world models, NVIDIA Isaac simulation frameworks and NVIDIA Isaac GR00T N models to accelerate the transition to intelligent robotics. Strategic ecosystem partnerships are transforming platform integrations into real-world industrial impact, from high-precision electronics assembly and autonomous construction deployment to AI-driven automation for manufacturers of all sizes. SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC -- NVIDIA is partnering with the global robotics ecosystem — including leading robot brain developers, industrial robot giants and humanoid pioneers — to power production-scale physical AI. NVIDIA also unveiled new NVIDIA Isaac™ simulation frameworks and new NVIDIA Cosmos™ and NVIDIA Isaac GR00T open models for the industry to develop, train and deploy the next generation of intelligent robots. Industry leaders building on the NVIDIA platform include ABB Robotics , AGIBOT, Agility , FANUC, Figure, Hexagon Robotics, KUKA, Skild AI, Universal Robots, World Labs and YASKAWA. “Physical AI has arrived — every industrial company will become a robotics company,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA’s full-stack platform — spanning computing, open models and software frameworks — is the foundation for the robotics industry, uniting a worldwide ecosystem to build the intelligent machines that will power the next generation of factories, logistics, transportation and infrastructure.” Validating the World’s Largest Robotic Fleets As industrial robotics becomes more AI driven, manufacturers need physically accurate, high-fidelity simulation to design...

NVIDIA Launches Space Computing, Rocketing AI Into Orbit NVIDIA Investor Relations

News Summary: Cadence, Dassault Systèmes, Siemens and Synopsys are building NVIDIA-powered AI agents to plan, optimize and verify complex chip and system workflows. FANUC, HD Hyundai, Honda, JLR, KION, Mercedes-Benz, MediaTek, PepsiCo, Samsung, SK hynix and TSMC are using NVIDIA CUDA-X and GPU-accelerated industrial software and tools to accelerate industrial design, engineering and manufacturing. Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure (OCI) are delivering NVIDIA GPU-accelerated software for running computational design and engineering at production scale, while leading manufacturers Dell Technologies, HPE and Supermicro ship NVIDIA-accelerated systems for on-premises and hybrid deployments. SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC -- NVIDIA today announced it is working with global industrial software leaders Cadence, Dassault Systèmes, PTC, Siemens and Synopsys to bring NVIDIA CUDA-X™, NVIDIA Omniverse™ and GPU-accelerated industrial software and tools to FANUC, HD Hyundai, Honda, JLR, KION, Mercedes-Benz, MediaTek, PepsiCo, Samsung, SK hynix and TSMC to accelerate design, engineering and manufacturing. These software leaders are also introducing NVIDIA-powered agentic solutions to prepare their customers for the next phase of the AI era. These solutions are running on NVIDIA AI infrastructure across leading cloud service providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure (OCI) and original equipment manufacturers Dell, HPE and Supermicro for accelerated design and simulation. “The dawn of a new industrial revolution has arrived, where physical AI and autonomous AI agents are fundamentally reinventing how the world designs, engineers and manufactures,” said Jensen Huang, founder and CEO of NVIDIA. “Uniting our global ecosystem of software giants, cloud providers and OEMs, NVIDIA is delivering a full-stack accelerated computing platform that empowers ev...

News Summary: NVIDIA Dynamo 1.0 provides a production-grade, open source foundation for inference at scale. Dynamo and NVIDIA TensorRT-LLM optimizations integrate natively into open source frameworks such as LangChain, llm-d, LMCache, SGLang and vLLM to boost inference performance. Dynamo boosts inference performance of NVIDIA Blackwell GPUs by up to 7x, lowering token cost and increasing revenue opportunity for millions of GPUs with free, open source software. NVIDIA inference platform integrated by cloud service providers, Amazon Web Services (AWS), Microsoft Azure, Google Cloud and Oracle Cloud Infrastructure (OCI), along with NVIDIA cloud partners Alibaba Cloud, CoreWeave, Together AI and Nebius — and adopted by AI-native companies Cursor and Perplexity; inference endpoint providers Baseten, Deep Infra and Fireworks; and global enterprises ByteDance, Meituan, PayPal and Pinterest. SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC -- NVIDIA today announced NVIDIA Dynamo 1.0, open source software for generative and agentic inference at scale, with widespread global adoption. Together with the NVIDIA Blackwell platform, Dynamo 1.0 enables cloud providers, AI innovators and global enterprises to deliver high-performance AI inference with unmatched scale, efficiency and speed. As agentic AI systems move into production across industries, scaling inference within a data center has become a complex challenge of resource orchestration, with requests of varying sizes and modalities, as well as performance objectives, arriving in unpredictable bursts. Just as a computer’s operating system coordinates hardware and applications, Dynamo 1.0 functions as the distributed “operating system” of AI factories, seamlessly orchestrating GPU and memory resources across the cluster to power complex AI workloads. In recent industry benchmarks, Dynamo boosted the inference performance of NVIDIA Blackwell GPUs by up to 7x, lowering token cost and increasing revenue opportunity for...

NVIDIA Agent Toolkit Equips Enterprises to Build and Run AI Agents News Summary: NVIDIA Agent Toolkit includes NVIDIA OpenShell open source runtime for building self-evolving agents and claws with more safety and security. Built with LangChain, the open source NVIDIA AI-Q Blueprint for agentic search tops DeepResearch Bench accuracy leaderboards — using a hybrid approach with both frontier and open models that can cut query costs in half. Leading software platforms including Adobe, Atlassian, Amdocs, Box, Cadence, Cisco, Cohesity, CrowdStrike, Dassault Systèmes, IQVIA, Red Hat, SAP, Salesforce, Siemens, ServiceNow and Synopsys are advancing enterprise and physical AI agents with NVIDIA Agent Toolkit software. SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC -- NVIDIA today announced that it is teaming with partners to ignite the next era of AI with open source software for autonomous, self-evolving enterprise AI agents — increasing agent safety, security and efficiency — to speed a generational shift in software and knowledge work. NVIDIA Agent Toolkit provides open source models and software for enterprises and developers building tools that scale productivity by autonomously determining how to complete assigned tasks. It now includes NVIDIA OpenShell ™ — an open source runtime that enforces policy-based security, network and privacy guardrails that make autonomous agents, or claws, safer to deploy. “Claude Code and OpenClaw have sparked the agent inflection point — extending AI beyond generation and reasoning into action,” said Jensen Huang, founder and CEO of NVIDIA. “Employees will be supercharged by teams of frontier, specialized and custom-built agents they deploy and manage. The enterprise software industry will evolve into specialized agentic platforms, and the IT industry is on the brink of its next great expansion.” NVIDIA Agent Toolkit Speeds Community and Enterprise Software Evolution NVIDIA Agent Toolkit includes open models like NVIDIA Nemotron...

News Summary: The new NVIDIA Vera Rubin DSX AI Factory reference design provides a guide for building codesigned AI infrastructure that delivers maximum token per watt and accelerated time to first production. The NVIDIA Omniverse DSX Blueprint, now generally available with the NVIDIA Vera Rubin AI Factory reference design, powers digital twins for large-scale AI factory design and simulation. Industry leaders Cadence, Dassault Systèmes, Eaton, Jacobs, NScale, Phaidra, Procore Technologies, PTC, Schneider Electric, Siemens, Switch, Trane Technologies and Vertiv are contributing to the DSX architecture and blueprint by integrating platforms, providing SimReady assets and connecting software to help design, build and optimize AI factories. Energy leaders Emerald AI, GE Vernova, Hitachi and Siemens Energy are using the NVIDIA DSX reference architecture to unlock grid capacity, delivering the power needed to build and connect new AI factories. SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC -- NVIDIA today announced the NVIDIA Vera Rubin DSX AI Factory reference design, a guide for building codesigned AI infrastructure, and general availability of the NVIDIA Omniverse DSX Blueprint , fully compatible with NVIDIA Vera Rubin DSX, to enable physically accurate AI factory digital twins for large-scale design, buildout and operations. Industry leaders Cadence , Dassault Systèmes, Eaton, Jacobs , Nscale , Phaidra , Procore, PTC, Schneider Electric , Siemens , Switch , Trane Technologies and Vertiv are contributing to the reference design and blueprint to help plan, build and operate these massive AI factory buildouts. “In the age of AI, intelligence tokens are the new currency, and AI factories are the infrastructure that generates them,” said Jensen Huang, founder and CEO of NVIDIA. “With the NVIDIA Vera Rubin DSX AI Factory reference design and Omniverse DSX Blueprint, we are providing the foundation to build the world’s most productive AI factories, accelerating t...

News Summary: Hyundai Motor Group builds on the NVIDIA DRIVE Hyperion platform to accelerate development of data-driven autonomous driving systems. Collaboration combines Hyundai Motor Group’s software-defined vehicle capabilities and large-scale fleet data with NVIDIA AI and accelerated computing. Expanded partnership includes level 2+ deployment across select vehicles and level 4 robotaxi innovation through Motional. SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC—NVIDIA today announced an expanded collaboration with Hyundai Motor Company and Kia Corporation to advance next-generation autonomous driving technologies built on the NVIDIA DRIVE Hyperion ™ autonomous vehicle development platform. The collaboration brings together Hyundai Motor Group’s software-defined vehicle (SDV) capabilities, global vehicle fleet and autonomous driving development expertise with NVIDIA accelerated computing, AI infrastructure and autonomous driving software to support the development of scalable, data-driven autonomous driving systems across Hyundai Motor Group vehicle platforms. As part of the expanded relationship, Hyundai Motor Group plans to integrate NVIDIA autonomous driving technologies, supporting level 2 and above systems across select vehicles, to help deliver enhanced safety and intelligent driving capabilities. “The future of mobility will be built on AI and software,” said Rishi Dhall, vice president of automotive at NVIDIA. “We’re combining Hyundai Motor Group’s leadership in vehicle engineering with NVIDIA’s accelerated computing and AI to build safe, intelligent, NVIDIA DRIVE-based autonomous driving systems — from advanced driver assistance in select production vehicles to scalable robotaxi services with Motional.” NVIDIA will also explore expanded collaboration with Hyundai Motor Group’s autonomous driving joint venture, Motional, to further advance level 4 robotaxi capabilities and accelerate next-generation autonomous mobility services. “The expanded pa...

格隆汇3月17日｜沪深两市成交额连续第16个交易日突破2万亿元。

俄罗斯首都莫斯科市长索比亚宁于3月17日通报称，当地时间零时至6时13分，又有38架飞往莫斯科市的无人机（885564）被击落。索比亚宁在社交平台发布的信息显示，本轮莫斯科市密集击落乌克兰无人机（885564）始于3月14日，每天都有数十架被击落。另据俄罗斯国防部通报，莫斯科时间3月16日晚8时至次日早7时，防空系统在全俄范围内拦截并摧毁206架乌克兰无人机（885564），其中在莫斯科地区击落43架，包括40架飞往莫斯科市的无人机（885564）。(央视新闻)

据同花顺iFinD数据，沪深京三市成交额超2万亿元，较上日此时缩量1388亿元，预计全天成交金额约2.2万亿元。截至目前，沪市成交额8559亿元，深市成交额11295亿元，北证50成交额148亿元。

騰訊控股(00700)出現大手賣出2.54萬股，成交價$550.5，涉資1.398千萬 AASTOCKS.com

美團－Ｗ(03690)出現大手賣出7.63萬股，成交價$80.3，涉資612.689萬 AASTOCKS.com

小米集團－Ｗ(01810)出現大手賣出48.62萬股，成交價$35.4，涉資1.721千萬 AASTOCKS.com

格隆汇3月17日｜方正证券研报指出，酒店行业经营边际改善，龙头集团领先受益。首旅酒店为国内最早一批酒店集团，2016年收购如家后迎来规模的突破，此后公司通过内生及外延方式扩充产品矩阵，进而推进轻资产化，在站稳经济型酒店基本盘同时，布局中高端市场。在轻资产的酒店管理业务占比不断提升的帮助下，2024年至今，虽然公司收入受行业景气度影响稍有波动，但盈利能力持续提升，2024/2025前三季度公司归母净利润均持续增长。公司为国内连锁酒店集团龙头，具备规模优势，未来持续推进标准管理门店占比提升及中高端结构升级，有望取得领先行业平均的RevPAR表现。当前股价对应PE为22/20/17X，维持“推荐”评级。