今日上午港股 1 . 兆易创新(03986)盘中涨1.72% 。消息面上，据市场媒体报道，随着霍尔木兹海峡航运风险上升， 氦气等关键原材料供应链开始出现波动。 点击蓝字，关注我们 2 . 荣昌生物(09995)再涨超3.6% 。消息面上，近日，荣昌生物RC288注射液的上市申请获得NMPA受 理。RC288为荣昌生物自主研发的PSMA/B7H3 ADC，临床前期研究中，该药表现出优异的抗肿瘤活 性和安全性。 3 . 太古地产(01972)绩后涨超2.2% 。消息面上，3月12日，太古地产发布2025年全年业绩，该集团取 得收入160.41亿港元，同比增长11%；股东应占基本溢利86.2亿港元，同比增长27%；每股基本盈利 1.49港元。 4. 健康160(02656)一度涨超10%，高见140.5港元刷新上市新高 ，自3月9日入通至今股价接近翻倍。而 就在一个月前的2月11日，该股曾单日暴跌约30%， 截至发稿，涨9.31 %。消息面上，健康160日前公 布，公司董事会宣布，截至2025年12月31日，集团在数字医疗健康解决方案业务方面取得积极进展。 5 . 游戏股集体走高，截至发稿， 博雅互动(00434) ...

Core Insights - Amazon is planning to hold its annual Prime Day sale in late June this year, moving it up from July as it was scheduled last year [1][2] - This change will impact third-party vendors and competitors who align their promotions with Prime Day, and it will also affect Amazon's financial reporting by placing the event in the second quarter instead of the third [2] Sales Performance - Last year's Prime Day, held from July 8-11, achieved record sales and savings over its four-day duration, surpassing any previous four-day period that included a Prime Day event [3] - Independent sellers on Amazon's platform also reported record sales and a high number of items sold during the event [7] - Online spending among U.S. retailers increased by 30%, amounting to $24.1 billion, during the four-day period coinciding with Prime Day, according to Adobe Analytics [7] Event Features - The previous year's Prime Day was notable for being the first to last four days instead of the usual two and included "Today's Big Deals," which were themed daily deal drops exclusive to Prime members [8] - A report indicated a growing customer segment that participated in both Amazon's Prime Day and Walmart's Walmart+ Week, highlighting the competitive landscape between these retail giants [9]

2.英伟达：宣布未来五年斥资260亿美元开发开源AI大模型，正式从AI芯片制造商向前沿模型实验室转 型，直接挑战OpenAI等企业的市场地位，同时发布Nemotron 3 Super，多项基准测试超越GPT-OSS。 // 热点头条 // 1. 全球半导体产业正酝酿新一轮涨价潮，德州仪器、恩智浦、英飞凌已向客户发出通知，4月1日起上调 部分产品售价。其中，德州仪器部分产品涨幅最高可达85%。英飞凌主流产品预计涨价5%至15%，部分 高端产品涨幅可能更高。 4. 特斯拉：第三代人形机器人亮相AWE 2026，计划年底启动生产，长期规划产能100万台；全新无方向 盘、无踏板的无人驾驶出租车Cybercab已于上月在奥斯汀工厂正式下线，将于4月开始量产，正在设计 生产线以实现每周生产数百辆。美国联邦贸易委员会批准其将对xAI的投资转换为SpaceX持股，同步从 马斯克手中收购部分SpaceX股份，提前布局SpaceX上市前的股权布局。 5. 百度：发布全球首款手机端龙虾应用"红手指Operator"，用户下载APP即可实现手机端"养虾"功能， 上线后迅速引发下载热潮，一度出现后台资源紧缺情况，百度智能云回应称正全速 ...

中金研究 报告缘起： 近期美股广告行业公司4Q25业绩披露完毕，我们观察到2025年海外数字广告大盘加速高增。然而，在2024年大选与奥运带来的高基数，叠 加2025年美国经济降速、关税逆风等弱宏观环境下，我们判断大盘理应步入"小年"。核心平台亮眼业绩与前述外部环境的背离，促使我们提出"汇率 +库存+算法三层漏斗"归因模型，重审产业真正的内生驱动引擎。 点击小程序查看报告原文 Abstract 摘要 海外广告行业2025年回顾：打破顺周期压制，供给与技术共振驱动大盘高增 行业表现：逆风而行，2025年广告大盘加速增长 2025年广告行业延续高景气态势，龙头公司及独立技术平台均表现优异。 近期美股广告行业公司4Q25业绩基本披露完毕，通过梳理Alphabet、Meta、 Amazon、Snap、AppLovin、The Trade Desk等代表性标的，我们观察到2025年海外数字广告行业收入同增16.2%至6,167亿美元，在2024年（YoY+15.4%） 的高基数上实现了增速的连续提升；其中行业龙头公司及独立技术平台均呈现共振向上趋势。 图表1：2025年广告大盘加速增长 2025年广告行业 回顾： 大盘 ...

Company Overview - Amazon is planning to move its Prime Day sale event to late June from its traditional July schedule, marking a significant change for the decade-old shopping event [1] - The shift in timing aligns Prime Day with the back-to-school shopping season, potentially increasing sales as parents and students look for deals [1] Sales Impact - Prime Day sales will now fall within Amazon's second quarter, which ends on June 30, potentially impacting quarterly financial results [1] - Last year, Prime Day generated $24.1 billion in online spending across U.S. retailers, reflecting a 30% increase from the previous year [1] Competitive Landscape - Amazon faces increasing competition from retailers like Walmart and Target, which are enhancing their digital order fulfillment and same-day delivery capabilities [1] - Walmart reported that its contribution to U.S. e-commerce sales nearly doubled in its most recent quarter, with a 60% growth in customers using its three-hour delivery option for fiscal year 2026 [1]

https://t.co/JHZxKhN4Fo is moving up its annual Prime Day sale to June from July, according to people familiar with the matter, shifting the schedule for an event that’s become a big part of the e-commerce economy https://t.co/Rhze1clkot ...

🚨 BREAKING: AMAZON LAUNCHES "SASSY" ALEXA PERSONALITY THAT CURSES AND ROASTS USERS@Amazon rolls out new adults-only Alexa+ feature allowing voice assistant to swear and deliver sarcastic responses, but company maintains strict limits on NSFW content. https://t.co/XZVXopJzPR ...

Core Insights - The current AI boom is being compared to past tech bubbles, but there are fundamental differences, particularly the cash-rich status of leading companies and their reliance on capital expenditures rather than debt [2][4][5] - The hardware sector is currently dominating the AI landscape, with significant investments being made by cash-rich companies [2][6] - The market is seeing a shift towards monetization, with companies like Alphabet, Amazon, and Meta playing key roles in selling AI products and services [8][9] Company and Industry Analysis - Eight out of the ten top names in the S&P 500 are AI-related, including Nvidia, Broadcom, Microsoft, Amazon, Google, and Meta, indicating a concentration of market influence [6] - There is a notable rotation occurring from hardware to other sectors, as the market seeks to reward companies that can demonstrate monetization of AI technologies [7][10] - Diversification is becoming increasingly important, with investments in energy, industrials, and materials being highlighted as complementary to the AI trade [11][14] - Companies like Microsoft are seen as resilient players in the AI ecosystem, capable of being enablers, monetizers, and adopters of AI technologies [16][17]

Amazon unit withdraws from drone trade group, raises safety concerns | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivAmazon logo is seen in this illustration created on February 11, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tabWASHINGTON, March 12 (Reuters) - Amazon.com drone unit Prime Air is withdrawing from the Commercial Drone Alliance, saying it had safety concerns that were incompatib ...

The banks selling $54 billion of Amazon bonds this week as the war in Iran intensified settled on a clear sales pitch: the company is a safe bet in a world that’s becoming less predictable https://t.co/c2AL88ro2q ...