每经记者｜杜波 每经编辑｜段炼 记者|杜波 | 美元指数回调，跌破99关口。 | | --- | 编辑|段炼 杜恒峰 校对|何小桃 当地时间3月4日，美股开盘高开低走，道指一度转跌，随后回升。截至发稿，纳指涨1%，道指涨0.42%，标普500涨0.56%。 科技股普遍反弹走高，美光科技、闪迪涨超4%，特斯拉、亚马逊涨近3%，英伟达涨超1%。 | 1 | | 英伟达 | 182.325 | +1.26% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | | 特斯拉 | 403.950 | +2.94% | | | | TSLA | | | | 3 | S | 闪迪 | 590.060 | +4.36% | | | | SNDK | | | | 4 | P | 阿里巴巴 | 133.990 | -1.18% | | | | BABA | | | | 5 | | 美光 | 396.020 | +4.30% | | | | MU | | | | 6 | | 台积电 | 357.155 | +1.14% | | | | TSM | | | | | | 谷歌 ...

Nearly a quarter of Walmart employees (29.3%) in the Nevada were on Medicaid in 2024, according to the report.Photograph: David Paul Morris/Bloomberg via Getty Images · Photograph: David Paul Morris/Bloomberg via Getty Images Many workers at some of the largest US corporations have no choice but to rely on healthcare and food assistance because of low wages, even as CEO compensation continues to grow, according to a new report released Wednesday. The report, published by the Institute of Policy Studies, f ...

Got five things to know ahead of the opening bell. President Trump saying that the US will provide insurance to tankers in the Persian Gulf to get traffic moving through the straight of Hormuz. You can see we were we had a five handle for very briefly on crew now almost 75.Nvidia, Amazon, Alphabet among the tech companies that have been scrambling to ensure the safety of their employees who are based in or traveling through the Middle East. Nvidia has temporarily closed its Dubai offices with employees ther ...

作为全球最大电商平台之一， 亚马逊的报告被很多商家 作为 选品指南针和商机 检测仪 。 趋势 一： AI 质感空间 现在， 家 ， 正在从一个物理空间 ， 变成一个有感知力，能与你情感互动的伙伴。 全球超过 65%的欧美消费者 ， 愿意为智能家居花更多钱 。 他们 买的是什么？是安全感 、 仪式感 ， 是那种被理解被关怀的小确幸 。 想象一下 ， 你回家 把 灯光 、 音乐 、 温度 ， 自动调节到你最舒服的状态 。 这 种懂 ， 就是机会 。 未来10年，最挣钱的注定是这群懂用户需求的人。 内容来源：刘润公众号（runliu-pub） 此前 ，亚马逊发布了《 2025全球电商消费趋势及选品洞察报告 》 。 趋势二 梦想之 舱， 名字好听，指向的却是一个很多人都面临的扎心问题 —— 睡个好觉 。 晚上 11点，老板还在群里消息轰炸 。 好不容易应付完老板 ， 脑子里却还全是工作 ， 辗转反侧到一点多睡不着，半夜惊醒好几次，早上 六 七 点 ， 又要起床赶地铁。 数据显示，美国 37%的成年人 ， 2023年睡眠质量下降 。 当基础需求都成了奢侈品，它的价值就会被重估 ，睡眠 经济正在爆发。 从监测睡眠的智能设 ...

以下文章来源于01Founder ，作者一直在路上的Max 01Founder . 我们正年轻，我们妄想改变世界。欢迎有理想、有意思的你与我们联系！ 来源丨 01Founder （ID： A-01Founder ） 作者丨 Max 编辑丨 Max 图源丨Midjourney 北京时间2026年3月2日，周一，晚8点。 这本该是一个平淡无奇的夜晚。 在这个时间点，东八区的写字楼里灯火通明，正是程序员们处理工单的高峰期。 而在地球另一端的纽约和旧金山，晨起的开发者们刚刚泡好第一杯咖啡，准备开始一天的构建。 数以百万计的对话框正在全球各地的屏幕上闪烁。 然后，毫无预兆地，电流切断了。 有人在请求优化一段 Python 代码，有人在试图让 AI 润色一篇即将提交的学术论文，还有人在寻求 情感上的慰藉。 在这个时代，AI 已经不仅仅是一个工具，它更像是数字工业的水和电，一种理所当然的存在。 微信群里开始有人询问：我的号是不是被封了？ 甚至有人在开玩笑： 一觉醒来，全球 写作和Coding 能力下降 10 倍？？ 人们习惯于从自己身上找原因，或者认为这只是又一次常规的故障。 也许是 Anthropic 的工程师在发布新版 ...

$\boxed{5}$ 4. 作者 | 杨 宸 编辑 | 硬 AI 随着美以联合军事行动升级，中东地区已成为全球科技巨头的高风险战场。 亚马逊数据中心遭无人机直接 打击，英伟达关闭迪拜办公室，谷歌员工被困当地，数百亿美元的区域AI投资计划由此蒙上阴影。 据路透社报道，亚马逊旗下AWS在阿联酋的两处数据中心遭无人机直接袭击，巴林一处设施亦因附近爆炸 受损。路透社称，这是目前已知的首次有主要美国科技公司数据中心因军事行动而遭到破坏。 英伟达在以色列拥有6000名员工，是其除美国外最大研发中心；微软计划向阿联酋投资152亿美元；谷歌与沙特主权财富 基金计划投资100亿美元在沙特建立全球AI枢纽；甲骨文计划投资15亿美元扩展沙特的云基础设施。目前由于美伊冲突加 剧，上述投资与科技公司在当地的运营都将受到影响。 这一局面冲击了科技公司的中东布局： 微软计划于2023年至2029年间在阿联酋投资152亿美元，谷歌云 与沙特阿拉伯公共投资基金宣布共同出资100亿美元在沙特建设全球AI枢纽，甲骨文亦计划斥资15亿美元 扩展在沙特的云基础设施。 数据中心遭袭事件令上述投资承诺的落地前景面临更大不确定性。 01 数据中心首遭军事 ...

每经AI快讯，3月4日，美股大型科技股盘前普跌，Meta、苹果跌0.3%，英伟达跌0.4%，微软跌0.5%， 特斯拉跌0.6%，谷歌A跌0.8%，亚马逊跌0.9%。 ...

随着美以联合军事行动升级，中东地区已成为全球科技巨头的高风险战场。亚马逊数据中心遭无人机直 接打击，英伟达关闭迪拜办公室，谷歌员工被困当地，数百亿美元的区域AI投资计划由此蒙上阴影。 据路透社报道，亚马逊旗下AWS在阿联酋的两处数据中心遭无人机直接袭击，巴林一处设施亦因附近 爆炸受损。路透社称，这是目前已知的首次有主要美国科技公司数据中心因军事行动而遭到破坏。 这一局面冲击了科技公司的中东布局：微软计划于2023年至2029年间在阿联酋投资152亿美元，谷歌云 与沙特阿拉伯公共投资基金宣布共同出资100亿美元在沙特建设全球AI枢纽，甲骨文亦计划斥资15亿美 元扩展在沙特的云基础设施。 迪拜是谷歌服务中东及北非地区云业务与销售业务的核心枢纽，特拉维夫亦是谷歌重要的区域运营中 心。谷歌此前已宣布在以色列特拉维夫ToHa2大厦扩建新总部，该项目有望成为谷歌全球规模最大的办 公地点之一。 百亿AI投资承诺面临地缘风险拷问 数据中心遭袭事件令外界对科技巨头在中东的大规模投资计划重新审视。 据路透社报道，微软正依托与主权AI公司G42不断深化的合作伙伴关系，推进对阿联酋总额152亿美元 的投资，投资期横跨2023年至20 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]

Core Viewpoint - Microsoft, currently the fourth-largest company globally with a market cap of $2.9 trillion, may face competition from Amazon and Meta Platforms, which are positioned to potentially surpass it in the next decade [1]. Microsoft - Microsoft has a market cap of $3.0 trillion and a current price of $403.81, with a gross margin of 68.59% and a dividend yield of 0.86% [2]. - The company is a leader in enterprise software and has a strong cloud computing unit, but the future of enterprise software in the AI era remains uncertain [2]. Amazon - Amazon, with a market cap of $2.3 trillion, is the fifth-largest company and leads the market in cloud computing through Amazon Web Services (AWS) [3]. - Amazon has a competitive edge over Microsoft due to its custom AI chips and a significant data center built for Anthropic, which provides a cost advantage [3]. - The e-commerce segment of Amazon is benefiting from AI and robotics, enhancing operational efficiencies and creating substantial operating leverage [5]. - Amazon's broad platform positions it well in the agentic commerce space, suggesting it will grow larger over time [5]. Meta Platforms - Meta Platforms has a market cap of $1.6 trillion and is seen as a strong player in the AI era, with the potential for significant growth [8]. - The company has effectively integrated AI into its business model, improving user engagement and ad effectiveness [8]. - Meta's recent performance includes an 18% increase in ad impressions and a 6% increase in ad prices, contributing to a 24% overall revenue growth [10]. - With new advertising opportunities on platforms like WhatsApp and Threads, Meta has a long growth runway and is expected to surpass Microsoft in market cap over the next decade [10].