5. 寒武纪，拟派发现金红利6.32亿元 6.新一代小米SU7备货量曝光，3月产能或达1.6万辆 7.第三代擎天柱今夏投产！马斯克直言没有任何对手 8. 宝马暂时放弃L3级自动驾驶！其去年营收1334.53 亿欧元，中国销量下降12.5% 要闻提示 NEWS REMIND 1.网传某车企疑似"养龙虾"致员工电脑集体失控 2.苹果回应有人购买 iPhone 后换屏退货赚差价：拆修可检测到，官网直营店均为全新正品 3.腾讯回应OpenClaw之父Peter的"镜像复制"言论：希望继续支持生态 4. 曝梁文锋将携DeepSeek V4撞上姚顺雨 今日头条 HEADLINE NEWS 网传某车企疑似"养龙虾"致员工电脑集体失控 3月12日消息，近日，有爆料称某车企多名员工电脑突然遭远程控制，自动进行删除和安装软件等操作， 涉及上海、北京、泰州、成都等多地员工。部分员工发现，即便关机重启后，电脑软件仍继续被卸载，包 括Excel、IDEA等常规办公软件均被删除，但其他使用功能似乎未受影响。部分小领导建议员工先行关 机，但由于未收到正式通知，员工对具体情况并不清楚。后续有网友表示，相关异常已得到修复，并澄清 此事并非黑客 ...

完整早报音频，请点击标题下方小耳机收听 【本田突发 暴雷 ：因撤回电动化战略损失 1000 亿元】 3 月 12 日，本田汽车称，其 2025 财年（ 2025.4 – 2026.3 ）预计经营亏损 2700 亿 ~5700 亿日元，此前预计收益 5500 亿日元；预计净亏损 4200 亿 ~6900 亿日 元（约合人民币 116 亿 ~247 亿元），此前预计收益 3000 亿日元。该公司同日称，取消了部分美国制造电动汽 车的研发和上市计划。预计因重新评估电气化战略产生的总费用和损失最高达 2.5 万亿日元（约合人民币 1082 亿 元）。据了解，这是本田汽车自上市以来首次年度亏损。（第一财经） 【腾讯回应 OpenClaw 之父 Peter 的 " 抄袭 " 指责：希望继续支持生态】 近日，腾讯的 SkillHub 正式上线，有 市场声音称腾讯正在抓取 Clawhub 上的技能并导入到该平台中。奥地利知名程序员、 OpenClaw 创始人 PeterSteinberger 在社交平台上评论，他曾收到一封邮件，有人抱怨他的速率限制导致他们无法快速抓取数据。 " 他们抄袭，却不以任何方式支持这个项目 " 。腾 ...

丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] OpenClaw 爆火， Token 驱动需求大周期 报告要点 [Table_Summary] 近期，多家互联网与模型厂商跟进 OpenClaw，推出开箱即用的各类版本"龙虾"，多地陆续出 台 OpenClaw 相关政策，"养虾"相关概念持续升温。 分析师及联系人 [Table_Author] 宗建树 刘思缘 SAC：S0490520030004 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 风险提示 1、AI 技术发展不及预期； 2、下游应用需求不及预期。 丨证券研究报告丨 2026-03-12 行业研究丨点评报告 [Table_Rank] 投资评级 看好丨维持 [Table_Title2] OpenClaw 爆火， Token 驱动需求大周期 [Table_Summary2] 事件描述 近期，多家互联网与模型厂商跟进 OpenClaw，推出开箱即用的各类版本"龙虾"，多地陆续出 台 OpenClaw 相关政策，"养虾"相关 ...

以下文章来源于网易科技 ，作者有态度的 网易科技 . 网易科技频道，有态度的科技门户。 本文来自微信公众号： 网易科技 ，作者：有态度的，编辑：丁广胜 装一只虾，499。卸一只虾，299。 当 #第一批养虾人已经开始卸载了 #冲上热搜 ，闲鱼上开始出现大量"安全卸载龙虾"服务。一场几周 前还热火朝天的"养虾运动"，似乎已经开始降温。 但另一边是一副新景象。截至发稿，国内几乎所有主要互联网公司都已下场：腾讯推出 WorkBuddy，字节上线ArkClaw，阿里发布CoPaw，小米推出miclaw，网易有道推出LobsterAI…… 一边是"帮我卸掉这玩意"，一边是"来，试试我们的版本"。用户在退，大厂反而在进。为什么？ 因为大厂从来不是在养虾，它们在建虾塘。 百虾点兵：谁在什么时候做了什 么 要看清这场战争的全貌，首先要把时间线摊开。过去不到一个月，十几家公司密集出牌，节奏快到几 乎每天都有新动作。下面这张表，是我们梳理的各家核心动作与时间节点： | 公司 | 时间、产品/动作 | 核心特色 | | --- | --- | --- | | | 1月30日 -- 腾讯云上线OpenClaw 应用模板 2月下旬一Q ...

Core Viewpoint - The article discusses the rapid rise of OpenClaw and the ensuing competition among major tech companies in China, referred to as the "Battle of the Shrimp," highlighting the potential and risks associated with this open-source AI tool [3][5][22]. Group 1: OpenClaw's Emergence and Adoption - OpenClaw was launched in January 2026 and quickly gained popularity, surpassing established projects like React and Linux on GitHub within two months [3]. - Major companies including Tencent, Alibaba, ByteDance, and others have launched OpenClaw-based products in a short span, indicating a significant market interest [5][10][11]. - Tencent's product matrix includes offerings for general users, developers, and enterprises, showcasing a comprehensive approach to market penetration [7]. Group 2: Product Features and Innovations - Tencent introduced various products such as WorkBuddy and QClaw for general users, and Lighthouse for developers, emphasizing ease of use and integration with existing platforms [7][8]. - Alibaba's offerings focus on multi-agent collaboration and enterprise security, with products like Qode and HiClaw designed for different user segments [10]. - ByteDance's ArkClaw integrates seamlessly with its Feishu ecosystem, providing a user-friendly experience for task management [11]. Group 3: Security Concerns and Challenges - The open-source nature of OpenClaw presents significant security risks, including potential system vulnerabilities and data breaches, as highlighted by the National Internet Emergency Center [20]. - Users have reported issues with high costs associated with both installation and uninstallation of OpenClaw services, indicating a potential market challenge [18][19]. - The article emphasizes the need for robust security measures as companies seek to transform OpenClaw from a risky open-source tool into a secure productivity solution [22][23]. Group 4: Industry Response and Future Outlook - Major tech companies are implementing security optimizations and leveraging their ecosystems to address OpenClaw's core issues, such as high token consumption and security vulnerabilities [23][29]. - The article suggests that the competition among these companies will lead to a shift from a focus on technology to a focus on safety and commercial sustainability in the AI industry [34]. - The integration of security measures and compliance with regulatory standards will be crucial for the successful adoption of OpenClaw in enterprise environments [33].

在港股市场调整之际，一些港股上市公司在回购行为方面呈现出"越跌越买"的特征。 港股市场年内已回购逾200亿港元 尽管年内港股市场跌宕起伏，波动不小，但港股市场上市公司仍保持了较高的股份回购热情。 Wind数据显示，2026年以来，港股市场回购金额合计已超过200亿港元，涉及逾130家上市公司。 从单家港股上市公司的回购金额来看，依然呈现行业龙头公司领衔的局面， 其中腾讯控股、小米集团、中通快递、吉利汽车、舜宇光学科技年内回购金 额均已超过10亿港元 。这里面，腾讯控股回购金额遥遥领先，年内累计回购金额超过60亿港元；小米集团年内累计回购金额则超过40亿港元。 另外， 包括潮玩行业龙头泡泡玛特、餐饮行业龙头百胜中国等在内的10多家港股上市公司年内回购金额超过1亿港元 ，回购金额规模居于市场前列。 从回购股份数量来看，包括小米集团-W、吉利汽车、首程控股、医渡科技、捷利交易宝、九毛九在内的逾20家港股上市公司年内回购股数量超过1000万 股。 不少公司回购行为呈"越跌越买"特征 近期受到全球资金面变化、中东局势紧张等多种因素的冲击，港股市场出现一定调整，但不少公司仍保持连续回购股份态势，一些公司的回购行为甚至呈 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | | 股份類別 B | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01810 | 說明 | | | | | | | 多櫃檯證券代號 | 81810 | RMB 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | | 已發行股份（不包括庫存股份）數 | 佔有關事件前的現有已發 行股份（不包括庫存股 | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | | 目 | 份）數目百分比 (註3) | | | | | 於下列日期開始時的結存(註1) | 2026年3月11日 | | 21,634,420,672 | | ...

公司更新 交银国际研究 | 科技 | 收盘价 | | 目标价 | 潜在涨幅 | 2026 年 3 月 12 日 | | --- | --- | --- | --- | --- | --- | | 港元 | | 33.62 | 港元 37.00↓ | +10.1% | | | 小米集团 (1810 HK) | | | | | | 供应链成本上升，手机业务后续或承压；下调至中性 | 财务数据一览 | | | | | | | --- | --- | --- | --- | --- | --- | | 年结12月31日 | 2023 | 2024 | 2025E | 2026E | 2027E | | 收入 (百万人民币) | 270,970 | 365,906 | 452,333 | 492,472 | 548,834 | | 同比增长 (%) | -3.2 | 35.0 | 23.6 | 8.9 | 11.4 | | 净利润 (百万人民币) | 17,475 | 23,658 | 39,991 | 33,731 | 41,291 | | 每股盈利 (人民币) | 0.77 | 1.10 | 1.49 | 1.53 ...

交银国际研究 公司更新 | 科技 | 收盘价 | | 目标价 | 潜在涨幅 | 2026 年 3 月 12 日 | | --- | --- | --- | --- | --- | --- | | 港元 | | 33.62 | 港元 37.00↓ | +10.1% | | | 小米集团 (1810 HK) | | | | | | 供应链成本上升，手机业务后续或承压；下调至中性 | 财务数据一览 | | | | | | | --- | --- | --- | --- | --- | --- | | 年结12月31日 | 2023 | 2024 | 2025E | 2026E | 2027E | | 收入 (百万人民币) | 270,970 | 365,906 | 452,333 | 492,472 | 548,834 | | 同比增长 (%) | -3.2 | 35.0 | 23.6 | 8.9 | 11.4 | | 净利润 (百万人民币) | 17,475 | 23,658 | 39,991 | 33,731 | 41,291 | | 每股盈利 (人民币) | 0.77 | 1.10 | 1.49 | 1.53 ...

Group 1 - The core topic revolves around the rapid rise of OpenClaw, an open-source AI project, which has sparked significant interest and policy support across various regions in China [1][2] - Multiple cities, including Hefei and Shenzhen, have introduced measures to support the development of OpenClaw and one-person companies (OPC), with Hefei offering up to 10 million yuan in funding [1][2] - Concerns regarding the security of OpenClaw have been raised, highlighting its high-level permissions and the lack of strict security audits in the skill package market [2] Group 2 - Tencent has announced a series of products under the "lobster" brand, including WorkBuddy, which is fully compatible with OpenClaw and aims to enhance usability and security [3][4] - Nvidia plans to invest $26 billion over the next five years to develop open-source AI models, marking a strategic shift from being solely a chip manufacturer to becoming a leading AI laboratory [4][5][6] - The investment will cover model development, computational infrastructure, talent acquisition, and ecosystem building, with the first models expected to be released by late 2026 or early 2027 [6][8] Group 3 - Google has completed a $32 billion acquisition of Wiz, marking its largest acquisition to date, aimed at enhancing its cloud security capabilities [11][12] - The acquisition is part of Google's strategy to strengthen its position in the cloud computing and AI sectors, responding to the growing demand for secure AI infrastructure [11][12] - Wiz will continue to operate with a multi-cloud service strategy, providing its products through competitors' platforms like AWS and Azure [12] Group 4 - Xiaomi has launched its official car insurance, FaBa Tianxing, which offers competitive pricing and additional services compared to other insurance providers [18] - The insurance is currently available for renewal in Beijing, with a focus on providing enhanced services to customers [18][19] Group 5 - NIO's CEO Li Bin emphasized that the company's first quarterly profit is just a starting point, indicating a long-term competitive strategy in the automotive industry [20][21] - NIO plans to maintain a quarterly R&D investment of 2 to 2.5 billion yuan in 2026, focusing on improving efficiency and ensuring strong investment in key products and technologies [20][21]