3月19日股市早报 一、重要财经信息 ①3月18日全市场有7只主动权益基金成立(以普通股票基金和偏股混合基金为统计口径)，其中有5只募集规模超10 亿元。 2026年以来募集规模在10亿元以上的主动权益基金，已接近40只。 3月19日股市早报 一、重要财经信息 ①3月18日全市场有7只主动权益基金成立(以普通股票基金和偏股混合基金为统计口径)，其中有5只募集规模超10 亿元。 2026年以来募集规模在10亿元以上的主动权益基金，已接近40只。 ②伊朗南帕尔斯石油化工设施遭美国和以色列袭击。 伊朗报复打击利雅得炼油厂美方专属区域，卡塔尔拉斯拉凡工业城遭袭击。 ③中东战火点燃化工涨价链。 ②伊朗南帕尔斯石油化工设施遭美国和以色列袭击。 伊朗报复打击利雅得炼油厂美方专属区域，卡塔尔拉斯拉凡工业城遭袭击。 < 巴斯夫周三宣布，欧洲多类化工品最高涨价30%，化工巨头本月初已经对塑料添加剂提价。 ④美股三大指数集体收跌，道指跌1.64%，纳指跌1.46%，标普500指数跌1.36%。 ⑤国际油价上涨，WTI原油期货收于每桶96.32美元，涨幅为0.11%；布伦特原油期货收于每桶107.38美元，涨幅为 3.83%。 ⑥国 ...

A gent 一旦跑起来，很多为人类设计的工具都会变成新的瓶颈。 责编 | 王启隆 第一，我觉得模型在 有可验证奖励的问题 上，已经变得强太多了。比如数学和编程。 出品丨AI 科技大本营（ID：rgznai100） 今天早上，GTC 2026 刚结束了一场重磅对话：双方分别是 NVIDIA 首席科学家 Bill Dally 和 Google DeepMind、Google Research 首席科学家 Jeff Dean 。 这个是每年 GTC 的惯例，请一位大神和英伟达的首席科学家聊聊，前年是李飞飞，去年是 杨立昆 ，往往信息密度极高。Bill Dally 代表的是 NVIDIA 这边对 GPU、推理、网络和系统架构的理解；Jeff Dean 则代表 Google 这边对 TPUs、大模型训练、Gemini 和大规模机器学习系统的判断。 和我们经常整理的"一问一答"不一样，这两个大神都准备了各自的问题给对方。所以这大概也是我近期整理的最奇妙的稿件，他们就像两个宗师你一招 我一招，交流江湖上最顶尖的武学，颇有一分禅意。 两个人的问题都很具体，回答也很少绕弯： 过去一年到底变了什么？推理为什么突然比训练更重要？ ...

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 ...

Economic Outlook - Federal Reserve Chairman Jerome Powell stated that the U.S. economic outlook is "extremely uncertain," with rising inflation and various geopolitical factors disrupting the inflation decline [2] - The Federal Reserve decided to maintain the federal funds rate target range at 3.5% to 3.75%, marking the second consecutive meeting without a rate change, reflecting caution regarding potential inflation risks [2] - Powell projected the U.S. PCE inflation rate for February at 2.8% and core PCE at 3.0%, acknowledging that recent inflation expectations have risen due to increasing energy prices [2] Geopolitical Developments - Iranian Supreme Leader Ali Khamenei condemned the assassination of security official Larijani, vowing that "blood debts will soon be settled" [3] - Iran launched a large-scale missile attack on U.S.-related oil and energy facilities in retaliation for attacks on its energy infrastructure, indicating a new phase of conflict [5] Market Reactions - U.S. stock indices fell over 1%, with the Dow Jones down 1.63% and the S&P 500 down 1.36%, both reaching new lows since November [10] - International oil prices rose significantly, with U.S. crude oil up 3.68% to $99.05 per barrel and Brent crude up 6.8% to $106.15 per barrel [12] Corporate Developments - Microsoft is considering legal action against Amazon and OpenAI over a $50 billion cloud deal that may violate its exclusive partnership with OpenAI [6] - Tencent reported a 13% year-on-year revenue growth in Q4, reaching 194.37 billion yuan, with an annual revenue of 751.77 billion yuan and operating profit exceeding 280.66 billion yuan [14] - Alibaba Cloud and Baidu Smart Cloud announced price increases due to surging global AI demand and rising costs of core hardware [13]

周三（3月18日），美股三大指数集体下跌，结束两连涨，且跌幅均超过1%。 Sharma指出，持续的能源冲击会导致通货膨胀和增长开始放缓，这将是一个"危险的组合"，将使美联储在平衡其各项职责方面面临更大的 挑战。 热门股表现 大型科技股集体下跌，（按市值排列）英伟达跌0.84%，谷歌C跌1.01%，苹果跌1.69%，微软跌1.91%，亚马逊跌2.48%，Meta跌 1.12%，博通跌1.67%，特斯拉跌1.63%。 | Rank | → | Name | | イト | Market Cap → | Price イト | Today 4 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | | NVIDIA NVDA | | $ 4.384 T | $180.40 | - 0.84% | | へ 1 2 | | | Alphabet (Google) | | $ 3.705 T | $306.30 | ▼ 1.01% | | | | | GOOG | | | | | | v1 3 | | | Apple | | $ 3.673 T | $249.9 ...

Core Insights - Jasjeet Sekhon, a top executive from Bridgewater Associates, is set to join Google's DeepMind as chief strategy officer, marking a significant shift in leadership within the AI sector [1][2] Company Developments - Sekhon has been instrumental in building Bridgewater's AI research and investment lab, AIA Labs, since joining the firm in 2018 [4][7] - Following his departure, Sekhon will also join Bridgewater's board of directors, indicating a continued relationship with the firm [2][7] Industry Context - Google has made strides in closing the gap with AI leaders OpenAI and Anthropic, following a period of intense competition in the AI market [3][7] - Over the past year, Google's DeepMind has launched several AI products, including the Gemini AI model and the Nano Banana photo editor, contributing to a nearly doubling of the company's stock value [4][6] Financial Performance - Bridgewater reported its highest profit in 50 years in 2025, with its flagship fund Pure Alpha achieving a 34% return [5] - The firm anticipates that major tech companies, including Alphabet, Amazon, Meta, and Microsoft, will invest approximately $650 billion in AI-related infrastructure this year [6]

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 ...

Adobe stock is facing resistance. Why is ADBE stock retreating?AI‑Driven Design Poses Direct Competitive Threat To AdobeGoogle's revamped Stitch platform is being pitched as a tool that lets anyone, turn plain‑language ideas into high‑fidelity software interfaces. Google framed the shift as part of a broader transformation in how software is built, arguing that AI can now translate simple descriptions into functional designs.If non‑designers can produce professional‑grade work through conversational prompts ...

Key Takeaways GOOGL completes Wiz acquisition to enhance Google Cloud security and compete with AWS and Azure.Google Cloud revenues jumped 35.8% to $58.71B in 2025, driven by AI and Gen AI solutions growth.Cloud backlog rose 55% to $240B, with Gen AI product revenues surging nearly 400% year over year. Alphabet’s (GOOGL) completion of the Wiz acquisition strengthens Google Cloud’s security capabilities and positions it more effectively to compete against Amazon’s (AMZN) and Microsoft’s (MSFT) respective clo ...