Welcome back to opening bell. We're getting you ready for the trading day this Monday. It's four-day work week though the jobs report will be out on Friday on Good Friday.Market is closed. Mark Gibbon, CIO Gibbons Capital Management is joining us now. Look, you're seeing a bit of a bounce back today with some up arrows after five weeks of selling.Your thoughts. Yeah, I mean it's great to get, you know, that news directly from Trump himself out of the White House making, you know, possibly some progress on t ...

The impact of artificial intelligence (AI) has been far-reaching, changing the tech landscape as we know it. These next-generation algorithms are promising to streamline time-consuming tasks, resulting in significant increases in productivity. The scramble to adopt AI has shifted the demand for data centers into high gear, and foundries are churning out AI-capable semiconductors as fast as they can make them. Memory chips, including high-bandwidth memory (HBM), DRAM, and NAND, play a critical role in AI pro ...

2026 年 03 月 30 日 行业研究 评级：推荐(维持) 研究所： 证券分析师： 刘熹 S0350523040001 liux10@ghzq.com.cn 联系人 ： 谢婧茹 S0350125070015 xiejr01@ghzq.com.cn 最近一年走势 | 行业相对表现 | | | 2026/03/30 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 计算机 | -13.7% | -5.5% | 2.7% | | 沪深 300 | -4.6% | -3.4% | 14.7% | 相关报告 《计算机事件点评：英伟达 GTC 前瞻：或将推出 LPU 核心 AI 推理系统（推荐）*计算机*刘熹》— —2026-03-08 《计算机事件点评：AI 驱动"云、边、端"算力通 胀时代（推荐）*计算机*刘熹》——2026-01-29 《计算机行业专题研究：千问 APP 正式接入阿里 生态，流量/模型/AI 应用产业格局有望重构（推荐） *计算机*刘熹》——2026-01-25 ——计算机行业动态研究 事件： 2026 年 3 月 26 日，中科曙光发布超 ...

业 及 产 业 2026 年 03 月 30 日 行 业 研 究 / 行 业 深 度 相关研究 证券分析师 刘洋 A0230513050006 liuyang2@swsresearch.com 杨海晏 A0230518070003 yanghy@swsresearch.com 袁航 A0230521100002 yuanhang@swsresearch.com 杨紫璇 A0230524070005 yangzx@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 有理论启发的常规学术进展 看好 ——TurboQuant 之于存储详解（GenAI 系列之 74） 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 行 证 券 研究支持 陈俊兆 A0230124100001 chenjz@swsresearch.com 联系人 研 究 报 告 电子 - ⚫ 谷歌解决大模型 KV Cache 的论文热议，或引发存储需求的 ...

Two recent jury verdicts against Meta and Google are drawing attention as early signals of evolving liability risks, according to a new Moody’s report. In separate cases, juries found the companies liable under claims that certain harms were linked to software platforms engineered to maximise user engagement.Moody’s stressed that the verdicts are just an initial data point. The broader significance reportedly lies less in the outcomes themselves than in what they indicate about the emerging trajectory of de ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

This turbulent market is creating chaos and negatively impacting the stocks of companies previously at the top of the market-cap growth charts. In spite of all the turmoil caused by geopolitical instability and theMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical tra ...

整理 | 褚杏娟 无论是 Anthropic 在超级碗期间推出的几支公开调侃 ChatGPT 的广告，还是其与美国国防部之间的 矛盾，亦或是 1 月推出的 Claude Cowork 和新上线的 Computer Use 功能，都为其带来了明显增 长。 尽管如此，Claude 与 ChatGPT 之间仍然有不小差距。数据显示，OpenAI 仍在快速吸引新的付费订 阅用户，并继续稳居消费者 AI 平台中的最大玩家。 一边疯狂付费被限，一边承担风险 Anthropic 团队正以极高强度内部试用 Claude Code。 在过去 52 天里，Claude 团队推出了 50 多项重大功能更新。x 上有消息称，Anthropic 80% 的员工 每天都在使用 Claude Code，高频用户的账单更是达到六位数，仅一名员工单月在 Claude Code 上 的使用费用就高达 15 万美元。 与此同时，Claude 外部使用量也正在迎来一轮明显加速。 "多个在大型科技公司和初创企业工作的朋友告诉我，他们每天在 Claude Code 或 Codex token 上的 花费超过 1000 美元，折合每年 36.5 万美元。 ...

美东时间 3 月 27 日，美股三大指数齐刷刷跌超 1% 。 录得近四年来首次连续五周收跌。而曾经 不可一世的 美股科技 "七巨头"，更是血流成河 ： Meta 、亚马逊跌近 4% ， 特斯拉 、 微软、谷 歌、英伟达 跌超 2% ， 苹果 跌幅达 1.62 % 。 以下文章来源于掘金Post ，作者李悦 掘金Post . 谈常识，盘逻辑，掘真金 华尔街的 "科技信仰"正在崩塌。 数据显示， 万得美国科技七巨头指数 在 2023 年上涨了 76 % ， 2024 年上涨 47 % ，即便在基 数已高的 2025 年，依然录得 20 % 的涨幅 。然而，进入 2026 年，画风突变 ， 万得美国科技七 巨头指数已跌近 15% 。 从个股来看， 年初至今， 美股科技七巨头 公司的股价悉数录得负回报， 其中 软件巨头微软累计跌 幅已超过 26 % ，成为表现最疲软的个股 。 Meta 累计下跌超 20%， 特斯拉累计下跌 19.54 %， 亚马逊、 谷歌 、 英伟达、苹果跌幅均超 8 %。 这一走势标志着支撑美股多年牛市的逻辑基石正在发生松动。在此之前，这七大科技巨头凭借其在人 工智能领域的先发优势和近乎垄断的行业 ...