Three Australian military personnel were on board an American submarine that sank an Iranian navy ship off Sri Lanka this week, Prime Minister Anthony Albanese said on Friday. Speaking to Sky News, Albanese said: “I can confirm that there were three Australian personnel on board that vessel”. The personnel were on board the submarine as part of training arrangements under Aukus, a multidecade defence pact with Britain and the United States, Albanese said. Advertisement “These are long-standing third country arrangements that have been in place for a long period of time,” he said. “I can confirm also, though, that no Australian personnel have participated in any offensive action against Iran,” he added. 05:36 Trump says Iran operation will last up to 5 weeks as death toll across Middle East surpasses 500 Trump says Iran operation will last up to 5 weeks as death toll across Middle East surpasses 500 At least 84 sailors were killed in Wednesday’s torpedo attack on the IRIS Dena – the first military strike far outside the Middle East region since the US and Israel launched their war on Iran

格隆汇3月6日｜据彭博，航运数据公司Kpler的船舶追踪数据显示，一艘名为“铁娘子号”(Iron Maiden)的散装货轮在3月5日凌晨将讯号改为“中国船东”(CHINA OWNER)后，紧贴阿曼海岸线谨慎通过霍尔木兹海峡。 Kpler数据显示，这艘货轮去年12月以来一直在波斯湾运送货物。运营货轮的兴达航运(上海)有限公司以可能危及船员安全为由，拒绝对其运营状况置评。

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Japan's Fair Trade Commission raided Microsoft (NasdaqGS:MSFT) offices in Tokyo over suspected monopoly abuse related to its software and cloud practices. Microsoft Gaming announced a leadership transition, with the longtime CEO stepping down and Asha Sharma appointed as the new head of the division. Microsoft disclosed new AI, cloud, and sustainability collaborations, including work with Codelco on mining automation and a distributed solar initiative with Pivot Energy. For you as an investor, these updates touch three key parts of the Microsoft story: regulation, gaming, and industry partnerships. The Japanese antitrust probe focuses on how the company may be steering customers toward its own services, which could influence how Microsoft structures its cloud and software offerings in one of the world's largest tech markets. At the same time, the leadership change at Microsoft Gaming and the new collaborations around AI, mining automation, and distributed solar indicate how different business lines are being reshaped. Taken together, they provide fresh information about how Microsoft is being scrutinized, who is making decisions in a major entertainment unit, and where the company is choosing to focus new AI and sustainability efforts. Stay updated on the most important news stories for Microsoft by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Microsoft. NasdaqGS:MSFT 1-Year Stock Price Chart Is Microsoft's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Investor Checklist: How This News Fits Into the Microsoft Story Quick Assessment ✅ Price vs Analyst Target : At US$410.68 against an average analyst target of about US$596, the price sits roughly 31% below consensus. ⚖️ Simply Wall St Valuation : Simply Wall St flags Microsoft as...

Dario Amodei, co-founder and CEO of Anthropic, during a Bloomberg Television interview in San Francisco, Dec. 9, 2025. David Paul Morris | Bloomberg | Getty Images Anthropic CEO Dario Amodei confirmed that the U.S. government declared his company a supply chain risk on Thursday and said it has "no choice" but to challenge the designation in court. The startup has been at odds with the Department of Defense over how its artificial intelligence models, known as Claude, can be used, and was told late last week, via social media posts, that it was being blacklisted from government contracts. Anthropic wanted assurance that its technology would not be tapped for fully autonomous weapons or domestic mass surveillance, but the DOD wanted Anthropic to grant the agency unfettered access to Claude across all lawful purposes. "As we stated last Friday , we do not believe, and have never believed, that it is the role of Anthropic or any private company to be involved in operational decision-making—that is the role of the military," Amodei wrote. "Our only concerns have been our exceptions on fully autonomous weapons and mass domestic surveillance, which relate to high-level usage areas, and not operational decision-making." Anthropic is the only American company ever to be publicly named a supply chain risk, and the designation will require defense vendors and contractors to certify that they don't use the company's models in their work with the Pentagon. The label has typically been reserved for organizations that operate within foreign adversaries, like the Chinese tech company Huawei. Microsoft, which announced plans to invest up to $5 billion in Anthropic in November, said in a statement its lawyers "studied the designation" and determined that Anthropic products can remain available to its customers other than the DOD. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in busi...

“更好结果” 2026年我国经济增长目标定为4.5%-5%，并明确提到了“在实际工作中努力争取更好结果”，我们认为这一方面是与2035年远景目标相衔接，另一方面也体现出作为“十五五”开局之年，更为重视调结构、防风险、促改革等长期空间。从政策端来看，财政有望温和扩张；货币政策继续定调适度宽松，降息降准工具运用从“适时”转向“灵活高效”。消费方面更强调增收与机制优化，投资方面，新型政策性金融工具规模增加3000亿元将有助于充分挖掘释放有效投资潜力。科技方面呈现出全链条布局与未来产业抢滩的鲜明特征。 ▍ 一、宏观经济目标：从实际出发，注重经济发展的质量。 2023-2025年我国政府工作报告中经济增长目标均设为5%，最终均实现或超过了这一目标。2026年的经济增长目标设定在4.5%-5%，一方面是与我国2035年远景目标总体衔接：到2035年人均国内生产总值比2020年翻一番（即2026-2035年平均每年GDP增长4.17%左右），另一方面今年作为“十五五”开局之年，设立这一目标可以更好地为调结构、防风险、促改革留出空间，更为注重经济发展的质量。需要注意的是，政府工作报告中明确提到了“在实际工作中努力争取更好结果”，我们认为在各项经济增长动能的支持下实际的经济增长将明显超过4.5%。 城镇调查失业率目标5.5%左右，体现了坚持就业优先政策导向和加大稳就业力度的要求。CPI目标在2%左右，考虑了预期引导和现实可能，今年将通过改善总供求关系推动价格总水平由负转正、消费价格合理温和回升。结合政府工作报告表述，我们认为这将通过多种方式来实现，例如综合运用产能调控、标准引领、价格执法、质量监管等手段，深入整治“内卷式”竞争，此外，今年的政府工作报告中还提及公用事业和公共服务价格改革、促进粮食等重要农产品价格保持在合理水平、优化医药集中采购和价格治理。 ▍ 二、财政温和扩张：2026年预算赤字率、新增专项债规模不变，政策性金融工具提升3000亿额度，重视财经纪律。 2026年财政预算赤字率延续4%，财政赤字规模5.89万亿元，较去年增加2300亿元，我们计算其背后隐含的2026年名义GDP增速在5.04%左右（并非明确提出）。第一本账方面，今年一般公共预算支出规模将首次达到30万亿元、比上年增加约1.27万亿元，体现财政积极发力支持民生、内需、科技等重点领域。此外，今年地方新增专项...

【预告：十四届全国人大四次会议将于3月7日上午10时举行民生主题记者会】财联社3月6日电，十四届全国人大四次会议将于2026年3月7日（星期六）上午10时，在梅地亚中心新闻发布厅举行记者会，邀请教育部部长怀进鹏、民政部部长陆治原、人力资源和社会保障部部长王晓萍、文化和旅游部部长孙业礼、国家卫生健康委员会主任雷海潮就教育、民政、人力资源和社会保障、文旅、卫生健康等相关问题回答中外记者提问。

连续工作36小时、员工人均睡袋…… 来自 xAI前创始成员 的爆料表明，在马斯克手底下工作：强度是真高、压力也是真大啊。 压力之下，有人因健康问题离开。 今年年初，Grok核心架构师杨格因病退出xAI日常工作。他透露，在xAI创立期间的“长期高强度工作”和“把自己逼得太狠”导致免疫系统受损，最终使病情显现和恶化。 还有人组团向老马say goodbye。 就在杨格之后，xAI两位联合创始人一天之内相继离开（走的还是以吃苦耐劳著称的华人），一线员工集体在X上发“我从xAI离职了”，场面一时颇引人注目。 虽说这些人离开背后叠加了多重因素，但值得注意的是，他们几乎都不约而同地提到了老马的“硬核工作文化”。 包括这一次xAI前创始成员Toby Pohlen（以下简称托比哥）的爆料，也盖戳证实了这一点： 我喜欢那个“帐篷”梗图，它暗示我们都睡在办公室的帐篷里（好吧，至少我以前是睡在帐篷里的）。 不过随后他话锋一转： 说“xAI很硬核”，就像说“法拉利耗油量大”一样。这话没错，但没有抓住重点。 在他看来，“硬核”本质上只是一种手段，更重要的还在于事情的“另一面”—— 围绕xAI核心目标，以前所未有的速度前进。 怎么个全速前进？托比哥通过披露Grok的诞生过程给出了最新答案： 36小时 。 36小时极限发布Grok 2023年6月，工程师托比哥离开待了六年多的DeepMind，转身成为xAI的创始成员。 在xAI拼搏三年多后，近期他已于X宣布离职。 而且几乎是消息发出的第一时间，老马就赶来和他道别了。 在告别推文中，托比哥自述接下来的首要任务是： 睡足8小时以上，然后写下我学到的所有东西（我已经列了个清单），再然后思考我接下来想做什么。 而终于有时间睡个好觉的托比哥，醒来也按照承诺分享了自己在老马手下的所获、所得—— 硬核的工程文化是加速真正进步的最有效方式之一，但要警惕表演性质的牺牲，不要把痛苦误认为是进步。 换言之，“有目的地拼搏”很重要。 为了说明这点，他回顾了 Grok的极限诞生过程 ，时间精确到分钟那种。 2023年11月3日凌晨1点30分（太平洋时间），一个常人都在睡觉的时刻，托比哥等人收到了老马的一条“深夜来信”： 我们需要在接下来的36小时内“全力以赴”。Grok将于明天公开发布。你无需加入公司内部群聊就能收到这条消息，它同时也被公开发布了。 而接下来的一天半里所...

十四届全国人大四次会议将于3月7日上午10时举行民生主题记者会 2026-03-06 09:09:43 来源： 同花顺7x24快讯 分享 十四届全国人大四次会议将于2026年3月7日(星期六)上午10时，在梅地亚中心新闻发布厅举行记者会，邀请教育部部长怀进鹏、民政部部长陆治原、人力资源和社会保障部部长王晓萍、文化和旅游部部长孙业礼、国家卫生健康委员会主任雷海潮就教育、民政、人力资源和社会保障、文旅、卫生健康等相关问题回答中外记者提问。(央视新闻)

特朗普稱解決伊朗戰事後 古巴將是下一目標 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普稱解決伊朗戰事後，古巴是下個目標。 特朗普：「我想多等數周，但相信我們很快一起慶祝古巴發生的事，她們非常渴望達成協議，你根本無法想像。」 特朗普提到，國務卿魯比奧建議先處理伊朗，再著手古巴的事，形容只是時間問題。又指出美方本來可同時處理，但綜合多年經驗，發展太快很容易有反效果。華府早前以國家安全為由，威脅向古巴直接或間接提供石油的國家加徵關稅，導致當地能源進一步短缺。

格隆汇3月6日｜Omdia最新预测，2026年全球智能手机出货量预计将同比下降约7%。该预测基于2026年第一季度的存储器价格假设，预计随着时间推移，价格压力和供应紧张将在今年下半年开始有所缓解。2026年，全球智能手机市场将面临显著挑战。存储器供应趋紧以及价格持续高位，使厂商成本压力不断上升。目前，存储器在智能手机物料清单（BOM）中的占比明显提高，正侵蚀厂商的盈利能力，尤其是对入门级设备影响更为明显。自2025年第四季度以来，智能手机厂商已开始提高零售价格以维持利润率。然而，持续的价格上涨可能削弱市场需求，尤其是在价格敏感的新兴市场。

Bernard LaFayette, the advance man who did the risky groundwork for the voter registration campaign in Selma, Alabama, that culminated in the passage of the Voting Rights Act of 1965, has died. Bernard LaFayette III said his father died Thursday morning of a heart attack. He was 85. On 7 March 1965, the beating of future congressman John Lewis and voting rights marchers on Selma’s Edmund Pettus Bridge led the evening news, shocking the nation’s conscience and pushing Congress to act. But two years before “Bloody Sunday”, it was LaFayette who quietly set the stage for Selma and the advances in voting rights that would follow. LaFayette was one of a delegation of Nashville students who in 1960 helped found the Student Nonviolent Coordinating Committee, which organized desegregation and voting rights campaigns across the south. SNCC crossed Selma off its map after some initial scouting determined “the white folks were too mean and the Black folks were too scared”, LaFayette said. But he insisted on trying anyway. Named director of the Alabama voter registration campaign in 1963, LaFayette moved to the town and, with his former wife, Colia Liddell, gradually built the leadership capacity of the local people, convincing them change was possible and creating momentum that could not be stopped. He described this work in a 2013 memoir, In Peace and Freedom: My Journey in Selma. The many dangers LaFayette faced included an assassination attempt on the same night Medgar Evers was murdered in Mississippi, in what the FBI said was a conspiracy to kill civil rights workers. View image in fullscreen Bernard LaFayette (right) with Martin Luther King Jr, who is talking about a planned march on Washington during a news conference in Atlanta on 16 January 1968. Photograph: Charles Kelly/AP LaFayette was already working on a new project in Chicago by the time his work in Selma came to fruition in 1965. He had planned to join the Selma-to-Montgomery march on day two, so he missed Blood...

据新华社援引美国阿克西奥斯新闻网站5日报道，美国总统特朗普当天称， 他“必须亲自参与”选定伊朗下一任领导人。 特朗普当天在接受该新闻网站电话采访时说， 他不会接受伊朗已故最高领袖哈梅内伊的儿子担任伊朗新领导人。他表示，“我必须亲自参与任命”。 特朗普还警告说， 如果伊朗产生一位“延续哈梅内伊政策”的新领导人，将迫使美国“在5年内”重返战争。 据伊朗塔斯尼姆通讯社5日报道，伊朗副外长拉万奇在接受美国媒体采访时说，哈梅内伊遇袭身亡后，伊朗已成立一个由三人组成的新机构负责国家事务，直至选出新任最高领袖。选举将遵循伊朗宪法程序。 另据伊朗伊斯兰共和国通讯社等多家媒体4日报道，伊朗已确定最高领袖的几位候选人，即将从中选出最高领袖。 当地时间3月5日，据美国全国广播公司（NBC）报道，伊朗外长阿拉格齐当天在德黑兰接受专访时表示，随着美国和以色列发动的战争迅速蔓延至整个地区，伊朗已做好应对美军地面入侵的准备。他还拒绝与美国进行任何谈判，并表示伊朗并未要求停火。 阿拉格齐驳斥了美国总统特朗普称“需要参与挑选下一任伊朗最高领袖”的表态。阿拉格齐强调： “这完全是伊朗人民的事，任何人都无权干涉。” 伊朗军方称会对美以发动更猛烈回击 据央视新闻，当地时间5日，伊朗武装部队哈塔姆·安比亚中央司令部司令阿卜杜拉希发表声明，对近期美以向伊朗发动的军事打击作出了强硬回应。 阿卜杜拉希在声明中指责美以两国为了掩盖此前失败，再次对伊朗发动侵略，同时谴责美以军事行动导致伊朗最高领袖遇难，并造成包括妇女、儿童在内的无辜平民伤亡。阿卜杜拉希表示，伊朗武装部队此前已对美国和以色列造成了沉重打击，且这种反击不仅会持续，反击力量也将不断增强。 同一天，伊朗最高国家安全委员会秘书拉里贾尼在社交媒体上发文说，伊朗已做好准备应对美国的地面行动。总台记者自以色列财政部获悉， 以伊冲突可能给以色列经济造成每周超过29亿美元的损失。 另据新华社，按照美方公布的数字，已有6名美军士兵在行动中死亡。美国《大西洋》月刊4日援引一名美国国会官员的话报道，据五角大楼初步估算，美国为这次军事行动日均耗资近10亿美元。 图片来源：央视新闻 最新卫星图像显示，美军部署在约旦穆瓦法克·萨尔提空军基地的一套 美制“萨德”导弹防御系统雷达在美以对伊朗发动打击初期遭袭，并可能被摧毁。 该雷达是“萨德”反导系统的关键组成部分，用于探测来袭的弹道导弹...

(RTTNews) - Advantage Energy Ltd. (AAV.TO) released earnings for fourth quarter that Dropped, from the same period last year The company's earnings came in at C$9.62 million, or C$0.06 per share. This compares with C$17.13 million, or C$0.10 per share, last year. The company's revenue for the period rose 11.2% to C$181.80 million from C$163.48 million last year. Advantage Energy Ltd. earnings at a glance (GAAP) : -Earnings: C$9.62 Mln. vs. C$17.13 Mln. last year. -EPS: C$0.06 vs. C$0.10 last year. -Revenue: C$181.80 Mln vs. C$163.48 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

《科创板日报》3月6日讯（记者 黄心怡） 随着智能体互联网时代的帷幕正式拉开，人类社会正站在一个全新的增长节点上。业内预计，在现有约83亿人口的基础上，未来将激增超过9000亿个智能体，它们将成为网络的新主角。这一颠覆性变革，不仅对通信网络的基础能力提出了前所未有的高要求，更将催生出一个价值高达十万亿美元的新产业空间。 在刚刚结束的MWC2026巴塞罗那展上，多名业内专家围绕智能体世界的加速到来，分享了他们的思考。 ▍智能体互联网达千亿级连接 推理算力实现10倍以上增长 中国电信总经理刘桂清指出，人工智能正全面迈入自主执行、智能协同的Agentic AI（代理式人工智能）阶段，并拉开智能体互联网序幕，如何准确把握Agentic AI引领的变革机遇，已成为全球电信运营商共同面对的课题。 他分享了三点认识：一是Agentic AI将推动以云网融合为核心特征的新型数字信息基础设施“量变”与“质变”的双重跃升。量变方面， 智能体互联网连接对象（ Agent）达到千亿级，推理算力快速超过训练算力，实现10倍以上增长 ；质变方面， 智能体互联网进化为“分布式自治”新架构，算力由云端集中走向云网边端泛在协同。 二是Agentic AI赋能应用从“+AI”迈向“AI+” 。Agentic AI的规模化应用，助力企业从AI工具单点赋能，到全产业链条深度渗透与核心环节重构，大幅提升运营效率并降低碳排放。 三是Agentic AI推动安全边界从“网络安全”走向“智能体可信”。智能体具备自主决策与工具调用能力，成为网络行动主体，一方面显著提升安全防御智能化与主动化水平，另一方面亟需建立智能体身份认证、行为审计与行为熔断机制，确保行为可识别、可约束、可追溯。 ▍网络上行流量占比将大幅增加 华为无线产品线副总裁兼首席营销官赵东表示，未来将会有千亿级的智能体连接，可以预见无线网络将面临前所未有的需求和挑战。 他认为，智能体的兴起将从三个层面重塑网络连接的格局： 首先， 交互方式将从单一模态走向多模态融合 。传统的通信主要依赖文本或语音等单一形式，而智能体则需要能够同时处理视频、音频、图像和文本等多种信息，实现更自然、更丰富的人机交互。 其次，不同智能体之间将实现广泛协作。以手机上的智能体为例，它能调用其他APP，与其他智能体进行互动和协同，形成一个去中心化但又彼此连接的智能网络。 第三，网络将从...

在传闻刚刚两天后，当地时间 3 月 5 日，OpenAI 就正式推出 GPT-5.4。而这次模型更新，主打的正是当下最火热的 AI Agent 方向。 在 GPT-5.4 之前，大模型的能力边界可以用一句话总结：它能告诉你「怎么做」，但它自己做不了。 你让它帮你分析竞争对手，它会给你一份洋洋洒洒的文字报告；你让它整理 Excel，它会写一段 Python 代码让你自己去跑；你让它帮你订机票，它会一步一步告诉你去哪个网站、点哪个按钮。 中间那道墙，叫做「计算机操作」 。 GPT-5.4 是 OpenAI 第一个把这道墙拆掉的通用模型。 GPT-5.4 相比之前模型的提升｜图片来源：OpenAI 它可以通过截图识别屏幕内容，发出鼠标和键盘指令，在不同应用之间执行多步工作流。用 OpenAI 自己的话说，这是他们「 迄今为止面向专业工作最强大、最高效的前沿模型 」。 更技术一点，GPT-5.4 支持高达 100 万 token 的上下文窗口，并且可以调用 Playwright 等库，直接操控浏览器和桌面应用。 这意味着它 处理的不再是「关于任务的对话」，而是「任务本身」 。 01 OpenAI 的铺垫 如果你一直在跟踪 OpenAI 最近几个月的动作，会发现 GPT-5.4 不是一个突然冒出来的产品，而是一条清晰战略线上的最新落子。 就在两周前，OpenAI 刚刚发布了 GPT-5.3-Codex，把 Codex 从「能写代码的 Agent」升级为「几乎能做开发者在电脑上所有事情的 Agent」，并在 SWE-Bench Pro 和 Terminal-Bench 上刷新了行业基准。 与此同时，OpenAI 推出了面向企业的「Frontier」平台，HP、Intuit、Uber 已经是早期用户。 GPT-5.4 在表格填写上明显比 5.2 更聪明｜图片来源：OpenAI 更早之前的 3 月 2 日，OpenAI 和 AWS 把原有的 38 亿美元合作扩大到超过 1000 亿美元，为期 8 年，AWS 成为 OpenAI Frontier 平台的独家第三方云分发商。这笔钱的规模，本身就是一个信号。 1100 亿美元的最新融资轮，由 Amazon、SoftBank 和 Nvidia 各出数百亿美元撑起来，也在同期落地。 这不是一家在「研发好产品」的公司，这是一家在全力冲刺「赢得...

Shares of Okta (OKTA +11.14%) rallied on Thursday after the identity security and access management specialist highlighted a new, artificial intelligence (AI)-driven growth opportunity. By the close of trading, Okta's stock price was up 11%. Solid Q4 results Okta's revenue rose 11% year over year to $761 million in its fiscal 2026 fourth quarter, which ended on Jan. 31. "Our strong performance this fiscal year was fueled by the continued trust of the world's largest organizations and the accelerating adoption of our new products, reinforcing the value of our unified identity platform," CEO Todd McKinnon said. Expand NASDAQ : OKTA Okta Today's Change ( 11.14 %) $ 8.00 Current Price $ 79.73 Key Data Points Market Cap $13B Day's Range $ 72.75 - $ 80.35 52wk Range $ 68.77 - $ 127.57 Volume 413K Avg Vol 2.9M Gross Margin 77.08 % All told, Okta's adjusted net income jumped 18% to $167 million, or $0.90 per share. That topped Wall Street's estimates, which had called for per-share profits of $0.85. Safeguarding the AI boom Although cybersecurity stocks have come under pressure in recent weeks amid concerns about new AI-powered competition, McKinnon sees the technology more as an opportunity than a disruptive threat. "AI is redefining the future of software and creating a critical need to secure AI agents, a challenge Okta was built to solve," McKinnon said. "As the only independent and neutral identity platform, we are uniquely positioned to secure every identity -- from humans to AI agents -- while providing our customers across the public and private sector the flexibility to innovate with confidence in the early stages of this new era."

What happened Shares of Okta (NASDAQ: OKTA) rallied on Wednesday, surging as much as 8.9%. As of 12:42 p.m. ET, the stock was still up 6.8%. The major market indexes were decidedly higher, which no doubt provided tailwinds for the identity verification and cybersecurity specialist. While there was no company-specific news driving Okta higher, the catalyst was likely the news that a rival was being taken private at a hefty premium. So what Ping Identity Holding (NYSE: PING) revealed today that it was being acquired by technology-centric private equity firm Thoma Bravo. The acquisition will be an all-cash deal that values Ping Identity at $2.8 billion. Assuming the deal is approved, shareholders will be paid $28.50 per share, which represents a hefty 63% premium compared with the stock's closing price on Tuesday. The deal will ultimately require the approval of both shareholders and regulators, but barring unforeseen roadblocks, the acquisition is expected to close later this year. Now what Okta is one of many high-growth technology stocks that have been hobbled by the bear market, with shares currently down roughly 62% compared with highs reached late last year. The falling stock price aside, Okta's opportunity in its space remains vast. The company generated revenue of $1.3 billion in fiscal 2022 (ended Jan. 21), but that's a drop in the bucket compared with its total addressable market, which management estimates at $80 billion. Furthermore, the digital transformation is ongoing, as businesses continue to join the cloud revolution. Providing identity verification and access management solutions is more important than ever. Okta is the leader in the industry, according to Gartner, who rated it tops in its high-profile Magic Quadrant. Forrester Research came to a similar conclusion, naming Okta the leading identity-as-a-service provider for enterprise. The hefty buyout premium for Ping Identity only serves to validate the value of Okta's services and the breadth of i...

一文速览。 两会预告 ■经济主题记者会：郑栅洁、蓝佛安、王文涛、潘功胜、吴清答记者问 6日下午3时，十四届全国人大四次会议将举行经济主题记者会，国家发展和改革委员会主任郑栅洁、财政部部长蓝佛安、商务部部长王文涛、中国人民银行行长潘功胜、中国证券监督管理委员会主席吴清就发展改革、财政预算、商务、金融证券等相关问题回答中外记者提问。 两会声音 ■ 全国两会首场“部长通道” 5日，全国两会首场“部长通道”开启，来自科技部、工业和信息化部、国务院国有资产监督管理委员会的3位负责人回应了科技研发投入、人形机器人及央企对战略性新兴产业投资等热点问题。 阴和俊：2025年我国基础研究投入占比创历史新高 科技部部长阴和俊在“部长通道”上表示，我国科技事业快速发展，创新指数排名上升至全球第10位。 2025年，全社会研发投入超过3.92万亿元，强度达到2.8%。其中基础研究投入接近2800亿元，比重达7.08%，首次破7，创历史新高。在全球百强创新集群排名中，我国的深圳—香港—广州集群跃居全球第一。2025年，我国批准上市的创新药达到76个，对外授权交易总额超过1300亿美元。 李乐成：我国人工智能核心产业规模超1.2万亿元 工业和信息化部部长李乐成表示，总台马年春晚人形机器人“组团炫技”，机器人舞台上所呈现的不只是“武术”和“才艺”，是中国人工智能从科技攻关走向场景落地亮出的“中国功夫”，是新质生产力走进大众视野的生动展示。 2025年，我国人工智能核心产业规模超过1.2万亿元，中国企业推出的开源大模型下载量全球第一。截至2025年底，规上制造业企业人工智能应用普及率超30%。过去一年，我国企业发布300多款人形机器人，超过全球半数。 张玉卓：三年来央企累计完成战略性新兴产业投资7.4万亿元 国务院国资委主任张玉卓介绍，三年来，中央企业累计投入7.4万亿元在战略性新兴产业上，占总投资的比重达到42%。2025年战略性新兴产业营收规模达到12.3万亿元，形成新能源、高端装备制造、新材料等5个万亿级规模产业。 下一步，央企发展战略性新兴产业和未来产业，将在三个方面持续加力—— 推动新能源、航空航天等产业持续“领跑”；在新能源汽车、人工智能、新材料等方面继续“赶超”；加紧“培育”量子信息、核聚变、低空经济等产业发展。 ■全国两会首场“代表通道” 5日，十四届全国人大四次会议首场“代表通道...

Source: Bloomberg, 6:17

Global banks attracted to India’s nearly $4 trillion economy are discovering that access comes at a price: limited control, drawn-out returns and the need for unconventional deal structures. While India offers one of the most compelling growth opportunities in the coming decades, overseas bidders in the financial sector face tight voting caps, onerous processes and long payback timelines as they seek to get a foothold. To pull off their expansion, Japan’s megabanks adopted different playbooks to get them through. Mitsubishi UFJ Financial Group Inc. pivoted to target a non-banking firm because it wanted higher voting rights, according to people familiar with the matter. Sumitomo Mitsui Financial Group Inc. won its bid by agreeing to stay hands-off in day-to-day operations, other people said. Mizuho Financial Group Inc. meanwhile, labored about four years in its pursuit of the KKR & Co.-backed Avendus Capital Pvt as it dealt with multiple stakeholders, one of the other people said. MUFG and Mizuho declined to comment, while SMFG did not reply to a query from Bloomberg News. Read More: Japan’s Biggest Banks Among Firms Eyeing India for Growth The hurdles illustrate the trade‑offs embedded in India’s financial‑sector strategy, which is focusing on scaling up state‑backed lenders to finance long‑term growth even as it courts private and foreign capital. With Prime Minister Narendra Modi seeking to lift gross domestic product to about $30 trillion by 2047, the goal would require bank credit to more than double to roughly 130% of GDP, from 56%. “Flexibility and patience for the long haul” is essential for these deals where regulations are evolving, said Manish Aggarwal, national leader for infrastructure, financial and strategic solutions at Deloitte India. Besides the large Japanese banks, Middle Eastern players have also been active. Emirates NBD Bank PJSC agreed to invest in India’s RBL Bank Ltd. , while Abu Dhabi’s largest listed firm, International Holding Co. PJSC, a...

The Philippines is looking at ways to save on energy as tensions in the Middle East push global fuel costs higher, with the government suggesting people use their air conditioners less and shy away from non-essential travel. The Southeast Asian nation imports nearly all of its oil requirements, and the war in Iran could spur inflation that already hit a 13-month high in February. President Ferdinand Marcos Jr. ’s administration this week ordered government offices to set their air-cons to no lower than 24 degrees C (75 degrees fahrenheit) and adopt flexible work arrangements to help conserve fuel. Marcos, who plans to seek emergency authority from Congress to slash taxes on petroleum products, is also entertaining the idea of a four-day work week. Vice President Sara Duterte meanwhile has urged her supporters to refrain from organizing motorcades or vehicle caravans when they protest against her political rival, Marcos. The mayor of Manila directed the city government to cut fuel consumption by shifting meetings online, switching power off by 5:00 p.m. and banning non-essential travel. The Philippines is widely seen by economists as one of the most vulnerable nations in the Asia-Pacific region to inflation and growth risks spurred by the Middle East conflict. The archipelago “tends to see a stronger inflation hit because retail fuel prices are more market-driven and subsidies are limited,” Deepali Bhargava , regional head of research at ING Bank NV, said. Some government agencies have said they will provide fuel subsidies to fisherfolk, farmers and public transport drivers. There’s also an app citizens can use to lock in energy prices ahead of time. Tim Gonzales, a 30-year-old online marketer who has a sport utility vehicle for his family of four, said he used it to buy around 300 liters (79 gallons) of diesel. “I can buy liters of virtual fuel in advance and lock in the current price,” he said. Gonzales has been using the app since 2022 and has created a Facebook c...

智通财经获悉，甲骨文(ORCL.US)正计划裁员数千人，此举是其应对大规模AI 数据中心 扩张导致现金流紧张的举措之一。 据知情人士透露， 此次裁员将波及公司多个部门，最快可能于本月落地。其中两位人士称，部分岗位削减，是因为AI技术普及后，甲骨文预计相关需求将下降。 在创始人兼董事长拉里・埃里森主导下，甲骨文正推进史上最大规模的数据中心建设，为OpenAI等客户提供AI 算力 支持。这家长期以 数据库 软件闻名的企业，过去几年正加速转型，大力扩充 云计算 业务并聚焦AI领域，意图与亚马逊(AMZN.US)、微软(MSFT.US)等云业务巨头正面竞争。 汇编数据显示，华尔街预测，甲骨文云业务的数据中心巨额投入，将在未来数年使其现金流转为负值，直至2030年相关支出才开始产生回报。上月，甲骨文宣布计划今年通过发债与配股等方式，融资至多500亿美元。 知情人士称，此次计划中的裁员范围，将远超公司常规的渐进式精简。另有消息称，甲骨文本周已内部宣布，将重新评估云业务大量在招岗位，此举实际上是在放缓或暂停招聘进程。 甲骨文对此不予置评。截至2025年5月底，甲骨文全球员工约16.2万人。上述人士表示，裁员方案仍在制定中，细节可能会有变动。 甲骨文作为AI云服务商的初期布局曾备受投资者追捧，其股价在2024年大涨61%，2025年再涨20%。但随着成本持续攀升，市场态度转向悲观：截至周四收盘，该股较2025年9月高点已暴跌55%。 AI业务高昂的前期投入，已引发全科技行业裁员潮，企业纷纷通过减员平衡预算。微软(MSFT.US)去年因数据中心与AI 软件开发 投入激增，裁员约1.5万人;支付公司Block(XYZ.US)上周也宣布裁掉近半数员工，联合创始人杰克·多尔西将此归因于AI带来的效率提升。 去年9月，甲骨文在文件中披露，正筹划史上最大规模重组，在截至今年5月的本财年内，相关成本或将高达16亿美元，其中包括被裁员工的遣散费，规模远超以往任何一次重组计划。甲骨文定于美东时间下周二公布2026财年第三财季财报。

格隆汇3月6日｜高盛将韩国KOSPI指数的目标点位从6500点上调至7000点，理由是存储芯片价格持续走强。包括Timothy Moe在内的策略师表示：“我们认为这一股市的回调是一次修正，经过一段时间的盘整后，很可能会反弹并创下新高”。高盛将2026年韩国盈利预期从120%上调至130%，这是今年第三次上调。

格隆汇3月6日｜台股低开，台湾加权指数跌1%，报33322.52点。

格隆汇3月6日｜多晶硅连续主力合约日内跌5%，现报40715.00元。

上環兩找換店客人攜千萬街頭遇劫 警方拘捕三人 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】上環發生街頭劫案，兩名找換店客人離開時被持刀匪徒搶劫，其中一人受傷，無財物損失，警方拘捕三人。 兩名匪徒在港鐵上環站內被警員制服，坐在地上接受盤問，附近留下兩把刀，警方又在德輔道中截停一輛懷疑接載匪徒的私家車。警方指上午九時許，兩名事主帶同約值港幣1000萬元的人民幣和美元現鈔，到上環找換店兌換成港幣，離開後行到上環站時遭行劫，匪徒當場被埋伏的警員制服。事件中三名年齡介乎19至31歲男子被捕，現正調查是否與近期其他找換店劫案有關。

来源：环球市场播报 高盛将韩国Kospi指数的目标点位从6500点上调至7000点，理由是 存储芯片 价格持续走强。 包括Timothy Moe在内的策略师表示：“我们认为这一股市的回调是一次修正，经过一段时间的盘整后，很可能会反弹并创下新高”。 将2026年韩国盈利预期从120%上调至130%，这是今年第三次上调。