港股开盘，港股恒生指数跌1.68%，报24532.85点，恒生科技指数跌2.78%，报4645.26点，国企指数跌 1.81%，报8301.1点，红筹指数跌1.07%，报4119.66点。 | HSI 恒生指数 | -1.68% 24532.85 -419.03 | | --- | --- | | HSTECH 恒生科技指数 | -2.78% 4645.26 -132.75 | | HSCE 恒生中国企业 | -1.81% 8301.10 -152.67 | 大型科技股中，阿里巴巴-W跌3.59%，腾讯控股跌1.7%，京东集团-SW跌2.99%，小米集团-W跌 2.12%，网易-S平收，美团-W跌2.56%，快手-W跌2.34%，哔哩哔哩-W跌3.57%。 个股方面，德适-B涨121.21%，瀚天天成涨44.24%，英矽智能涨14.95%，中国宏桥涨6.49%，智云科技 建设涨5.69%；威高股份跌8.73%，禾赛-W跌5.86%，中国重汽跌5.63%，大唐新能源跌5.38%，华晨中 国跌5.28%。 上周五，美股三大指数齐跌，截至收盘，标准普尔500指数跌1.67%，纳斯达克综合指数跌2.15%，道琼 斯工 ...

1）2026年800G光模块在手订单400 万只（Meta 200万、微软150万、其他50万），目标出货 500-600 万只。 1）2026年800G光模块在手订单400万只（Meta200万、微软150万、其他50万），目标出货500-600万只。 2）400G光模块预计出货200万只，客户以微软、阿里为主；1.6T光模块订单约40万只。 2）400G光模块预计出货200万只，客户以微软、阿里为主；1.6T光模块订单约40万只。 3）公司EML芯片以自用为主，金坛产线目前处于调试阶段，良率不稳定，规划月产能900万颗。 3）公司EML芯片以自用为主，金坛产线目前处于调试阶段，良率不稳定，规划月产能900万颗。 1）2026年800G光模块在手订单400 万只（Meta 200万、微软150万、其他50万），目标出货 500-600 万只。 1）2026年800G光模块在手订单400万只（Meta200万、微软150万、其他50万），目标出货500-600万只。 2）400G光模块预计出货200万只，客户以微软、阿里为主；1.6T光模块订单约40万只。 2）400G光模块预计出货200万只，客户以微软、阿 ...

听雨 发自 凹非寺 量子位 | 公众号 QbitAI 开源领域一大悲号传来—— 艾伦人工智能研究所 （Ai2） ，宣布 削减开源模型开发（包括OLMo）的资金 ，转向AI应用。 就在同一时间，AI2核心团队几乎被"打包带走"，集体流向微软。 人员包括前CEO阿里·法哈迪、前首席运营官索菲·莱布雷希特、汉娜·哈吉希尔齐和兰杰·克里希纳，都是Ai2的核心力量。 其中有的人上周刚参加完GTC大会，还跟老黄畅谈开源模型的未来。 他们的下一站，则是 微软穆斯塔法·苏莱曼的超级智能团队 。 X上已经炸了锅，全网一片哀鸣。 不少网友唏嘘：这对开源社区来说是个巨大遗憾， OLMo是极少数真正开源的模型之一 。 核心人员打包进微软 核心人员集体离职，是一个非常不妙的信号。 Ai2前CEO阿里·法哈迪、前首席运营官索菲·莱布雷希特、汉娜·哈吉希尔齐和兰杰·克里希纳，统统被苏莱曼打包进了微软。 法哈迪 已于3月12日卸任，结束了超过两年半的Ai2掌门人生涯。 他与Ai2的渊源颇为深厚。法哈迪是一位计算机视觉专家，也是华盛顿大学计算机科学与工程学院的教授，该院即以微软联合创始人、Ai2创始 人保罗·艾伦 （Paul Allen） 的 ...

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 ...

It hasn't been a fun time to be a Microsoft (MSFT 2.44%) shareholder. Shares of the software and cloud computing giant have been hammered, falling nearly 7% last week amid a broader market sell-off. Year to date, the tech stock is down more than 26% as of this writing.For investors looking at the company's recent financial results, this sharp decline might look like a screaming buying opportunity. After all, Microsoft just reported another exceptional quarter of top- and bottom-line growth, driven by its im ...

The Invesco QQQ Trust, Series 1 ETF (QQQ 1.86%) and the iShares Russell 2000 ETF (IWM 1.75%) both track major U.S. equity indexes. However, while QQQ is concentrated in large-cap technology and growth names, IWM provides broad exposure to small-cap stocks across a wider range of sectors. This comparison highlights how these differences play out in terms of returns, risk, and portfolio makeup for investors deciding between the two.Snapshot (cost & size)MetricQQQIWMIssuerInvescoiSharesExpense ratio0.18%0.19%1 ...

Microsoft Corporation (NASDAQ:MSFT) is one of the Good Stocks to Buy Now. On March 25, UBS lowered its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $510, while maintaining a Buy rating on the shares. ​The firm said in a research note that the reduced price target comes after analyst Karl Kierstead met Microsoft’s investor relations team in Asia and Australia. Through these discussions, the analyst found that the narrative around the company’s Microsoft 365 and Copilot needs to improve ...

Artificial intelligence (AI) has been a tsunami propelling many tech stocks skyward in recent years, including Microsoft (MSFT 2.51%), Meta Platforms (META 3.91%), and, of course, Nvidia (NVDA 2.13%). The picture has changed in 2026.AI is no longer seen as the tide that raises all boats. There will be losers in the artificial intelligence era, causing many stocks to fall across industries such as cybersecurity and software-as-a-service. On top of that, Wall Street is questioning the justification for massiv ...

Every Magnificent 7 stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade.Microsoft has been hit the hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and the high-performing Amazon are negative on the year. A Bloom ...

2012年11月，史蒂文·辛诺夫斯基突然从微软离职，这一消息震惊了整个硅谷。辛诺夫斯基是微软联合创始人比尔·盖茨的门生，研究生毕业后便加入 微软，时任Windows部门总裁，负责管理为全球超过90%的电脑提供运行支持的操作系统，被外界普遍视为时任首席执行官史蒂夫·鲍尔默的接班 人。 消息公布次日，微软股价应声下跌近3%，市值蒸发数十亿美元。几个月后，这份离职协议在美国证券交易委员会（SEC）的文件中得以披露，分析师们 仔细审视了其中的细节。有评论指出，协议中的"不诋毁条款"（编者注：即禁止发表不利于原公司的言论），看上去如同辛诺夫斯基在被迫宣誓自己 会"永不泄密"。 而这正是杰弗里·爱泼斯坦想要的效果。 彼时的爱泼斯坦，是一名已经被定罪的金融家，他曾经因为招揽、诱导未成年人卖淫而获刑，并 且被登记为性犯罪者。事发前数月，他一直在为辛诺夫斯基的离职事宜提供咨询。2013年4月3日，他直接为处理辛诺夫斯基的离职补偿方案开出了巨额报 价："我将收取一百万美元服务费，"爱泼斯坦在邮件中写道，此前他还曾表示，对这位微软高管不懂感恩感到不满。 史蒂夫·辛诺夫斯基，前Windows与Windows Live部门总裁。美国司 ...