整理 ｜何雨婷 春节前，贾国龙卸任西贝主品牌CEO，前任CEO董俊义重新回归该职。 贾国龙卸任西贝 CEO，前 任CEO董俊义重新回归该职 36氪独家获悉，春节前，贾国龙卸任西贝主品牌CEO，前任CEO董俊义重新回归该职。 后者从1992年起就加入西贝，从学徒一 路成长为店长、分部经理，直至西贝事业部CEO。 近日，西贝对 内宣告"因公司业务量大幅下降"，不少总部员工需待岗（按照最低工资标准执行），或是离开。 字节跳动启动最大规模转正实习生招聘，拟招超7000人 黄仁勋称OpenClaw为：当代最重磅的软件发布 印尼：3月28日起将限制16岁以下儿童使用YouTube、Facebook等平台 SpaceX计划在2027年底前发射约1200颗第二代卫星 雅诗兰黛收购Forest Essentials剩余股份 东芝重组巨额债务，目标2028财年重新上市 一位被要求离开的总部员工告诉36氪，公司给出三种方案——一是停薪留职；二是公司发放2025年的部分绩效，员工收到后主 动离职；三是按照"N"倍补偿解聘，但补偿金需分期一年支付，也可能以"转股份"形式解决。据36氪了解，原本西贝总部有超 过500名员工，本轮裁员之后 ...

记者｜刘雪莹 见习记者林芊蔚 编辑｜张楠 北京时间3月7日，美股三大指数集体收跌。本周美股三大股指均录得跌幅，道指累计下跌约 3%，标普500指数累跌约2%，纳指累跌1.24%。 欧洲主要股指集体收跌，德国DAX30指数跌1.21%；英国富时100指数跌1.22%；法国CAC40 指数跌0.94%；意大利富时MIB指数跌0.99%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 47501.55 | 22387.68 | 6740.02 | | -453.19 -0.95% -361.31 -1.59% -90.69 -1.33% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 61487.23 | 3737.72 | 6961.05 | | -1091.32 -1.74% +65.24 +1.78% +47.62 +0.69% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 47480 | 24661.25 | 6740.00 | | -503 -1.05% -388.25 -1.55% -95.25 ...

Microsoft: Anthropic Claude remains available to customers except the Defense Department https://t.co/ViDwnhswoC ...

Google CEO Sundar Pichai gestures to the crowd during Google's annual I/O developers conference in Mountain View, California, on May 20, 2025.Google said it will continue offering Anthropic's artificial intelligence technology for clients, excluding for defense work, a day after Microsoft issued a similar statement to customers. The announcements from two of the three leading cloud infrastructure vendors follow the Defense Department's official designation of Anthropic as a supply chain risk. "We understand ...

The U.S. stock market opened sharply lower on Friday, March 6th, 2026, as investors grappled with a "worst-case scenario" combination of a deteriorating labor market and surging energy costs. The major indexes faced immediate selling pressure following a disastrous February employment report that caught Wall Street completely off guard, reigniting fears of stagflation—a toxic mix of stagnant economic growth and high inflation.Major Indexes Face Steep Opening DeclinesThe market opening was marked by signific ...

Is a stop loss good or bad? What is the best stop-loss trading strategy? Are there alternatives to a stop-loss? How many different stop loss strategies are there? One mantra is repeated when you read books and blogs about trading: you must always have a stop-loss. Why this obsession with stop-loss? Perhaps there are stop loss options?Our backtests reveal that a stop-loss mostly makes your strategies perform worse because stop-losses are a trade-off between ruin/survival and profits. The best stop loss strat ...

I am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have completed the ACA Certificate Level. My expertise lies in financial analysis, risk management, data analysis using SQL, Python, and machine learning tools. I have worked in diverse roles, from assurance to financial analysis and trade operations, across leading firms like EY, PwC, Alpha Bank, and ...

*内容仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。 在科技史的长河中，最昂贵的错误往往不是技术路线的失败，而是资本对周期的误判。当整个 行业陷入集体狂热，盲目相信"大力出奇迹"时，真正的赢家往往是在旁观中看清本质的人。 当 Amazon、Google、Microsoft 和 Meta Platforms 为 AI 数据中心投入 6500 亿美元 时，Apple Inc.却只拿出 140 亿美元。这不是保守，而是一种截然不同的判断：AI 时代真正 的护城河，可能不是算力，而是终端。 【如需和我们交流可扫码添加进社群】 这一巨大的资本开支差异，不仅揭示了两家不同科技基因公司的战略分歧，更可能预示着 AI 产业未来价值分配的根本性转折。 A I 军 备 竞 赛 ： 科 技 巨 头 正 在 重 演 云 计 算 时 代 的 资 本 战 争 过去一年，AI 数据中心建设速度已经接近科技史极限，一场前所未有的基础设施军备竞赛正在 硅谷上演。 根据各大公司披露的资本开支计划，Amazon 计划投入约 2000 亿美元扩建 AI 与云基础设 施，旨在巩固其 AWS 的领先地位；Google 资本开支预 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - 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] - Prominent investors, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate globally, indicating a shift in market dynamics [2] - The investment landscape is becoming increasingly competitive, with major tech companies like Tesla, Nvidia, and Microsoft being highlighted, while a smaller company is suggested to have greater potential [6]

点击 最 下方 关注《材料汇》 ， 点击"在看"和" "并分享 添加 小编微信 ，遇见 志同道合 的你 正文 AI 算力的狂奔，正在撞上一道看不见的能源天花板。 当 GPT-5 单次训练耗掉一座中小城市一年的用电量，当 AI 数据中心单柜功耗从 15kW 飙升至 100kW，当全球大模型迭代速度越来越快，一个行业共识正 在被反复验证： 限制 AI 发展的，从来不是算法，而是电 。 2025年美国能源部的报告直接拉响警报：到 2030 年，美国仅数据中心就需要新增 50GW 电力供应，而同期能落地的全天候稳定电源仅 22GW， 仅数据中 心的稳定电力缺口就高达 28GW 。更致命的是，数据中心 18 个月就能建成，配套电源设施落地却要 5 年以上，建设周期的错配，让 AI 算力的能源焦 虑，已经从远期预判变成了眼前的现实。 一边是 AI 算力指数级增长的用电需求，一边是碳中和下煤电的刚性退出、风光的间歇性短板，谁能给 AI 时代提供稳定、零碳、可持续的能源底座？ Meta、微软、谷歌、亚马逊等全球科技巨头，已经用真金白银给出了答案 —— 核电。短短两年时间，科技巨头已签下累计 745 亿美元的核电订单，从重 启 ...