March 12, 2026 05:10 PM GMT Investor Presentation | Asia Pacific Global and China AI GPU Industry – Can China Close the Gap with the US? Morgan Stanley Asia Limited+ Ethan Jia Research Associate Ethan.Jia@morganstanley.com +852 3963-2287 Greater China Technology Semiconductors Asia Pacific Industry View Attractive M Foundation Morgan Stanley Taiwan Limited+ Charlie Chan Equity Analyst Charlie.Chan@morganstanley.com +886 2 2730-1725 Daniel Yen, CFA Equity Analyst Daniel.Yen@morganstanley.com +886 2 2730-2863 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 随着人工智能集群规模的不断扩大，它们开始使用光互连来实现横向扩展连接。然而，它们 可能很快就会需要使用光互连来实现纵向扩展连接。为了应对这一挑战，超大规模数据中心 运营商微软、Meta 和 OpenAI与硬件设计公司 AMD、博通和英伟达合作，共同开发了一种 与协议无关的、适用于人工智能集群的纵向扩展互连技术。 为此，本周这些公司成立了光计算互连（OCI:optical compute interconnect）多源协议（MSA： Multi-Source Agreement ）小组，旨在为大型人工智能系统和机架内部的扩展互连定义一个开放的 光连接规范，使超大规模数据中心能够使用光缆而非铜缆，以高速和可预测的功耗连接更多加速器。 实际上，这意味着该联盟将开发一个通用的光物理层（PHY）和统一的组件，以支持各种协议，例如 AMD和博通的UALink协议以及英伟达的NVLink协议。 用于人工智能机架和扩展集群的短距离光链路的OCI连接技术将定义一个基于NRZ信令和波分复用 (WDM)的通用物理层(PHY)，初始配置为4个波长×50 Gb/s（单向200 Gb/s） ...

公众号记得加星标⭐️，第一时间看推送不会错过。 代币需求正呈爆炸式增长，对人工智能计算的需求也在持续加速。模型能力的提升以及智能体工作流程的快速发展，推 动了用户采用率和代币总需求的激增。仅在二月份，Anthropic 就新增了高达 60 亿美元的年度经常性收入 (ARR)，这主 要得益于智能体编码平台 Claude Code 的广泛应用。如果 Anthropic 拥有更多计算资源，其新增收入还会更高。尽管过 去几年人工智能基础设施建设规模庞大，但可用的计算资源仍然稀缺。即使是已经推出近两代的 Hopper 处理器，其按 需 GPU 的价格也在持续上涨。 根据我们自身的经验，我们联系了所有我们了解的超大规模云服务提供商，询问他们是否有可用的小型集群，但所有资 源都已被牢牢锁定。这种供应紧张的局面解释了超大规模云服务提供商资本支出计划的大幅调整。普遍预期已大幅上 调，其中谷歌的情况最为突出，其2026年的资本支出预期几乎是此前预期的两倍，这主要是由于数据中心和服务器支出 增加所致。 这是一笔巨额支出，如果条件允许，超大规模数据中心运营商会投入更多资金，但他们受到一个关键因素的制约：硅芯 片供应。目前先进的逻辑和 ...

A trader on Reddit's r/wallstreetbets said they grew a brokerage account from $50,000 to more than $520,000 in less than a year, using margin to buy shares rather than relying on the short-dated options trades more commonly associated with the forum.The post offered a detailed breakdown of the trades that drove the gains and the strategy behind them."My first big trade was buying $SBET at $9 in early 2025, which turned my account into around $200k," the trader wrote.That position in Sharplink Inc (NASDAQ:SB ...

year†for the company, but that did not stop the stock from selling off.## Why the South Korea visit still mattersLisa Su is expected to visit South Korea on March 18 for meetings with Samsung chairman Jay Y. Lee and Naver chief executive Choi Soo-yeon.A central issue in the Samsung talks will be securing supplies of high-bandwidth memory, or HBM, a crucial component used in AI chips.The visit is crucial for AMD as demand for AI accelerators rises; memory supply has become one of the most important bottlenec ...

Canada's top exchange pushes to end quarterly reporting for all firms | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivJohn McKenzie, CEO of TMX Group, speaks during the Piper Sandler Global Exchange and FinTech Conference in New York City, U.S., June 8, 2023. REUTERS/Brendan McDermid/File Photo Purchase Licensing Rights, opens new tab- Companies- Summary- Mining industry rebound expected to boost IPO activity on TSX in 2026- CSA prop ...

Market Overview - Major averages are experiencing declines, with the Dow dropping over 400 points as traders assess fluctuating oil prices and a significant inflation report [1] - Markets are trading cautiously due to volatile energy prices and ongoing geopolitical tensions in the Middle East [1] Oil Market Dynamics - Oil prices surged above $100 and briefly approached $120 earlier in the week due to fears of shipping disruptions through the Strait of Hormuz, but have since retreated to below $90 following a coordinated release of emergency reserves [2] - The International Energy Agency has agreed to release approximately 400 million barrels from global strategic stockpiles to stabilize energy markets after a supply shock driven by conflict [2] Geopolitical Tensions - U.S. forces have sunk several Iranian ships, including 16 minelayers, near the Strait of Hormuz, while reports of incidents involving bulk carriers have emerged, highlighting the fragility of global energy supply routes [3] - These developments have contributed to unstable risk sentiment in the market [3] Inflation Data - Recent inflation data indicates that consumer prices rose by 0.3% month-over-month and 2.4% year-over-year, both figures aligning with consensus expectations [4] Company News - Nike (NKE) has been upgraded to Overweight at Barclays due to operational progress [7] - JPMorgan upgraded Oracle (ORCL), citing improved risk/reward following a selloff [7] - Optimum Communications (OPTU) has been downgraded to Market Perform at Raymond James [7] - Yext (YEXT) has been downgraded to Neutral at Roth Capital [7] - Wells Fargo has assigned an Underweight rating to Harley-Davidson (HOG), citing excessive risk [7] - MasterCard (MA) has launched a new Crypto Partner Program, collaborating with over 85 companies in the digital asset and payments sectors [7] - Eli Lilly (LLY) plans to invest $3 billion in China over the next decade [7] - Playboy (PLBY) has appointed Phillip Picardi as chief brand officer and editor in chief [7] - Shell (SHEL) has declared force majeure on liquefied natural gas contracts with some clients in Asia due to the ongoing Qatar LNG shutdown [7] - AMD (AMD) CEO Lisa Su is set to meet with Samsung (SSNLF) Chairman Jay Lee to discuss cooperation on securing supplies of high-bandwidth memory for AI chipsets [7]

The U.S. stock market opened with cautious optimism on Thursday, March 12, 2026, as investors parsed new economic data and weighed the sustainability of the recent rally in technology shares. As the opening bell rang at 9:30 AM ET, the major indexes showed varying degrees of strength, reflecting a market that is currently balancing cooling inflation signals against high valuation concerns in the semiconductor and software sectors.Major Index Performance at the OpenThe S&P 500 (SPY) opened slightly higher, g ...

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Group 1 - The Royce Small-Cap Value Fund FY 2025 Commentary highlights that seven out of ten equity sectors positively contributed to the calendar year performance [4] - The sectors that made the largest positive impact on performance include Information Technology, Financials, and Industrials [4]