有媒体分析，这是全球首次出现的军事力量对超大规模云提供商数据中心进行的物理打击。伊朗方面则 称，亚马逊AWS数据中心支持美国军方运行AI模型，用于情报分析、目标识别和作战模拟，因此属 于"合法军事目标"。目前AWS仍在恢复中，全球科技界已开始讨论数据中心是否需要像军事基地一样 设防。 有分析指出，战争越来越依赖卫星数据、AI 情报分析。卫星影像、无人机视频、信号拦截（电话、通 话、GPS）等海量原始数据必须实时上传、存储并处理。大型数据中心则提供超大规模计算资源，用于 融合多源情报，对这些目标的打击将使情报延迟或丢失，导致决策瘫痪，相当于切断军事行动"眼 睛"和"大脑"。 伊朗一家半官方通讯社在社交媒体发布了数张图片，列出亚马逊（Amazon）、微软（Microsoft）、谷 歌（Google）、英伟达（Nvidia）、IBM、甲骨文（Oracle）和Palantir等美国科技巨头在中东的办公 室、研发中心、区域总部及数据中心设施，并称伊朗的合法目标范围将扩大。 3月11日，伊朗塔斯尼姆通讯社（Tasnim News Agency）在社交媒体上发布了相关图片，图片用波斯语 详细例举了亚马逊、微软等科技巨头在以 ...

Group 1 - Zhaoyi Innovation (03986) saw an intraday increase of 1.72% amid rising shipping risks in the Hormuz Strait affecting the supply chain of key raw materials like helium [1] - Rongchang Bio (09995) rose over 3.6% after its RC288 injection application was accepted by NMPA, showing excellent anti-tumor activity and safety in preclinical studies [1] - Swire Properties (01972) increased by over 2.2% following the release of its 2025 full-year results, reporting revenue of HKD 16.041 billion, a year-on-year increase of 11%, and a basic earnings per share of HKD 1.49 [1] Group 2 - Health 160 (02656) surged over 10%, reaching a new high of HKD 140.5, with a nearly doubled stock price since March 9, despite a previous drop of about 30% on February 11 [2] - Gaming stocks collectively rose, with notable increases in companies like Boyaa Interactive (00434) up 4.44% and Tencent (00700) up 1.1%, following Apple's announcement of a commission rate adjustment for the App Store in mainland China [2] - Qidian Guofeng (01280) experienced a significant rise of over 26% after announcing a sales contract for AI servers with an independent third party [2] Group 3 - Hong Kong bank stocks fell again, with Standard Chartered (02888) down 4.67% and HSBC Holdings (00005) down 3.8%, amid ongoing tensions in the Middle East affecting transactions involving Asian balance sheets [3] - Cement stocks saw a general increase, with China National Building Material (03323) up 2.62%, as construction activity picked up post-Lantern Festival, leading to a steady recovery in cement market demand [3] - Domestic property stocks rebounded, with CIFI Holdings (00884) up 2.9% and Sunac China (01918) up 5.45%, as recent data indicated a 3.3% year-on-year decline in second-hand housing listings in Shenzhen [4] Group 4 - Yao Cai Securities (01428) saw a significant rise of over 39% after extending the acquisition offer deadline with Ant Group to March 25, 2026 [4] - PayPay (PAYP.US), a digital wallet operator backed by SoftBank, debuted on the US stock market with a 13.5% increase, achieving a market cap of nearly USD 12 billion [5] - Chinese electric vehicle companies NIO (NIO.US) and Xpeng Motors (XPEV.US) saw stock increases of 1.46% and 3.58%, respectively, amid discussions of potential collaborations with European automotive giant Stellantis [5] Group 5 - Storage stocks collectively declined, with SanDisk (SNDK.US) down 5.59% and Micron Technology (MU.US) down 3.19%, following negative sentiment from short-seller Citron Capital [6] - Optical communication stocks fell, with Applied Optoelectronics (AAOI.US) down 16.39%, despite securing a bulk order for a new data center transceiver [6] - Agricultural input stocks continued to rise, with CF Industries Holdings (CF.US) up 13.21%, driven by supply chain disruptions in the Middle East affecting fertilizer transportation [7] Group 6 - Oil stocks rose sharply, with Battalion Oil (BATL.US) up 15.48% as international oil prices surged, with WTI crude rising over 8% to USD 94.66 [8] - EHang Intelligent (EH.US) reported total revenue of RMB 509.5 million (approximately USD 72.9 million) for the fiscal year 2025, marking an 11.7% year-on-year increase, despite a net loss of RMB 231 million [8]

这是东方港湾创始人但斌为中信出版集团今年 3 月出版的新书《 " 十五五 " 开局》所写的一篇文章。 隐藏福利： 在评论区分享"未来十年最看好什么"，点赞前 5 名的读者朋友，将获赠 《 " 十五五 " 开局》 。 中奖公示： 2026 年 3 月 28 日前 《 " 十五五 " 开局》，中信出版集团 3 月出版 放在当下来看，这篇文章有它特别的现实意义。市场对于人工智能的分歧依然很大，但斌态度一贯的鲜明：如果把时间拉长，人工智能并不是一轮普通的主 题投资，而很可能是未来十年最重要的产业变量之一。 这些年但斌确实也是在用自己的持仓来表达态度。 经出版社授权，我们将这篇文章分享给大家。 根据最新披露的 13F ，截至去年底，东方港湾美股持仓总市值约 13.16 亿美元，持仓标的缩减至 10 只，组合进一步集中。 汇集了过去一年多他的一些言论，也有一些新的表达，可以完整地看到一个投资从业 30 多年的"老价投"如何迭代认知、穿越周期并在 AI 时代中激流勇进 的过程。 谷歌取代英伟达成为第一大重仓股，英伟达位列第二，同时微软、苹果、 Meta 、亚马逊等美国科技巨头也都是核心配置。 延伸阅读： 如何看待高成长与经 ...

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]