格隆汇3月10日丨中国电力(02380.HK)宣布，董事局会议将于2026年3月20日(星期五)举行，藉以批准(其 中包括)公司及其附属公司截至2025年12月31日止年度之全年业绩，以及考虑宣派末期股息，如有。 ...

格隆汇3月10日丨渣打集团(02888.HK)宣布，于2026年3月9日，已根据公司2021年渣打股份计划向合资 格雇员授出1788万份有条件权利以认购公司股本中每股面值0.50美元的普通股。 ...

格隆汇3月10日丨渣打集团(02888.HK)发布公告，2026年3月9日耗资1462.45万英镑回购91.02万股。 ...

Group 1 - Citigroup has lowered the target price for Deere & Company from $675 to $625 while maintaining a "Neutral" rating [1]

格隆汇3月10日丨昆仑能源(00135.HK)公布，公司将于2026年3月24日(星期二)举行董事会会议，藉以(其 中包括)审议公司及其附属公司截至2025年12月31日止年度的全年业绩，及考虑宣派股息(如有)。 ...

格隆汇3月10日丨ASMPT(00522.HK)发布公告，2026年3月10日，根据雇员股份奖励计划赋予的权限及 公司股东于股东周年大会上授予董事会的权限，信托人以现金认购新股份及公司同意发行及分配合共 5.665万股授予股份，以满足该等公告提述的授予股份。该等授予股份将会分配予每名获选雇员，惟前 提是相关获选雇员在归属日期仍为集团雇员，亦未在归属日期前发出通知以终止其于集团的任期及╱或 雇佣关系。 ...

格隆汇3月10日丨中国海外发展(00688.HK)公告，将于2026年3月31日(星期二)举行董事局会议，藉以(其 中包括)审议及批准公司及其附属公司截至二零二五12月31日止全业绩及其发布，以及考虑派发末期股 息(如有)建议。 ...

格隆汇3月10日丨宝胜国际(03813.HK)发布公告，2026年2月，公司本月综合经营收益净额(即相当于总 销售额减销售折扣及销售退货)约为人民币19.51亿元，与去年同月相比上升81.5%。 公司截至2026年2月28日止二个月的综合累计经营收益净额约为人民币36.99亿元，与去年同期相比上升 0.9%。 ...

Group 1 - The core viewpoint of the report is that JD Logistics is expected to reach a turning point in profit margins, with management indicating a peak in net profit margins in the second and third quarters of 2024 [1] - The report highlights that overseas expansion is entering a new scale phase, making profit margin improvement a central theme for the company [1] - The analysis suggests that this represents a structural turning point, as the company refocuses on sustainable profitability and industry leadership, which may catalyze a revaluation of the overall Chinese logistics sector [1] Group 2 - Morgan Stanley maintains an "overweight" rating on JD Logistics and sets a target price of 15 HKD for the stock [1]

Core Viewpoint - Nvidia is planning to launch an open-source AI agent platform called NemoClaw, following the trend of OpenClaw, but market reaction has been muted with a slight decline in stock price [1][6]. Group 1: Nvidia's Strategy and Market Response - The launch of NemoClaw coincides with Nvidia's preparation for the GTC conference, where network technology is expected to be a key topic [4]. - Nvidia's software strategy has traditionally relied on its proprietary CUDA platform, creating a strong "moat" by locking developers into its GPU ecosystem. The shift to an open-source model with NemoClaw aims to attract a broader range of enterprise customers [5]. - Nvidia has begun promoting NemoClaw to enterprise software companies, regardless of whether their products run on Nvidia chips, indicating a more inclusive approach [5]. Group 2: Industry Trends and Implications - The rise of OpenClaw is seen as a catalyst for the AI industry to enter the "Agent era," with significant implications for computational demand and the AI infrastructure market [11][12]. - Nvidia's CEO has noted that the adoption rate of OpenClaw is rapidly increasing, predicting a shift in software licensing models towards "Token leasing" and a decline in traditional software [8]. - The demand for computational power is expected to surge, with Nvidia benefiting from increased investments in AI infrastructure by major cloud service providers and enterprises to meet this demand [12]. Group 3: Security Concerns and Industry Reactions - There are ongoing concerns regarding the security of tools like OpenClaw, with reports of malicious code and companies like Meta and Microsoft banning its use on work computers [14][15]. - The OpenClaw team has responded to security issues by quickly releasing updates to address vulnerabilities, indicating a proactive approach to maintaining user trust [16].