// 热点头条 // 1. 英伟达： CEO 黄仁勋表示， 1 万亿美元以上收入预期具有强烈的 " 能见度 " 。黄仁勋指出，这样的 预期仅包含 Blackwell 和 Rubin 两大核心架构产品线的收入，还不包括即将发布的新品，也不包括新增 的地区和市场。英伟达计划将 50% 的自由现金流用于回报投资者；预计将在下半年回购股票，并派 息。 2. 高通：宣布批准 200 亿美元股票回购计划并上调季度分红，季度分红自每股 89 美分上调至每股 92 美 分，向市场释放对未来业绩增长的充足信心。作为全球核心的移动芯片供应商，此次大额回购与分红调 整，也反映出公司在 AI 手机、智能汽车等新兴业务板块的盈利预期持续向好。业务端持续推进 5G 与 芯片相关技术研发，在物联网、汽车电子等领域的布局持续落地，相关产能与供应链调度保持稳健。 5. 阿里：发布全球首个企业级 AI 原生工作平台 " 悟空 " ，该平台可帮助企业搭建起 24 小时不间断运转 的数字化工作体系，覆盖智能办公、流程自动化、数据分析等多个场景，可大幅提升企业运营效率，赋 能企业数字化转型过程中的 AI 落地需求，目前已在制造、零售、金融等多个行业开 ...

完整早报音频，请点击标题下方小耳机收听 【马斯克点赞Kimi新架构，17岁高中生作者一战成名】 AI领域的创新先锋月之暗面（Kimi）团队近日发布了一项 突破性的研究，提出名为"Attention Residuals"的神经网络架构改进技术，成功将Transformer中的核心"注意力 机制"理念创新性地应用于网络深度维度，显著提升了大模型的训练效率。该研究引发了全球AI社区的高度关注，包 括埃隆·马斯克在内的多位科技领袖均在社交网络上表达了赞叹。 这项重磅研究由三位研究者共同担任第一作者，其中最引人注目的是年仅17岁的高中生研究员陈广宇。另外两位共 同一作分别是Kimi核心成员、著名旋转位置编码RoPE的提出者苏剑林，以及Kimi Linear架构的第一作者张宇。 （创业邦） 【蚂蚁集团董事长井贤栋向母校上海交大捐赠 1.3 亿】 3 月 17 日，上海交通大学建校 130 周年之际，井贤栋捐 赠签约暨校董聘任仪式在闵行校区文博楼举行。蚂蚁集团董事长、 1994 届本科校友井贤栋与同为 1994 届本科校 友的夫人，共同向母校捐赠价值 1.3 亿元的现金和蚂蚁集团股份，用于支持上海交大" AI 未来基石基金 ...

机构认为，静待市场企稳后，有望破局。 【财经日历】 美国2月PPI 加拿大央行公布利率决议 财报发布：腾讯控股、微博 ►►3月17日，外交部发言人林剑主持例行记者会。有记者问：此前有媒体表示，特朗普称如果中国不在霍尔木兹海峡护航问题上提供协助，他将推迟访 华。请问中方有何回应？对此，林剑表示，我们注意到美方已就媒体的不实报道公开作出澄清，表示有关报道是完全错误的，强调访问与霍尔木兹海峡通航 问题无关。 ►►近日，国家发展改革委推出了新一批13个标志性重大外资项目，计划投资额134亿美元。新入选项目主要集中在制造业，包括电子制造、化工、汽车、 机械等，促进产业集群加速发展。今年，首次将物流项目纳入新一批标志性重大外资项目清单，继续支持生物医药等领域研发中心项目，释放出我国加大对 服务业支持，推动现代服务业和先进制造业深度融合的积极信号。此外，投资来源地更加多元，包括英国、德国、瑞士、瑞典、土耳其等国跨国企业。 ►►证监会3月17日消息，近日，证监会核准新一批硬科技主题基金产品，共计15只产品同日获批，产品主要为跟踪双创人工智能指数的被动基金，和以中 国战略新兴产业成份指数为基准的主动基金。本批产品聚焦核心科技、 ...

Core Insights - MediaTek, in collaboration with Microsoft Research, has developed a next-generation Active Optical Cable (AOC) utilizing MicroLED technology, aimed at enhancing data center efficiency significantly [1][2][3]. Group 1: Technology Advancements - The Active MicroLED Cable design addresses the limitations of current data center transmission technologies by combining the reliability of copper with the extended reach of optical links, while also improving power efficiency [2][4]. - The new design replaces traditional laser channels with hundreds of parallel, low-speed MicroLED channels, which are described as "wide-and-slow," thus solving critical trade-offs in data center networks [2][4]. - The integration of MicroLED arrays and photodetector arrays onto a monolithic CMOS chip allows for a more compact design, reducing physical constraints and enabling ultra-dense channel arrays [4]. Group 2: Performance and Efficiency - The Active MicroLED Cable can achieve data rates of 800 Gbps and beyond, making it suitable for high-performance applications in AI data centers [5]. - The cable design is expected to deliver up to 50% lower power consumption compared to conventional Vertical-Cavity Surface-Emitting Laser (VCSEL)-based AOCs, enhancing overall energy efficiency [4]. - The reliability of the new cable matches that of copper, leveraging the simple structure and high endurance of MicroLEDs, which are also temperature insensitive [4]. Group 3: Future Prospects - MediaTek and Microsoft Research are exploring further miniaturization and mass production readiness to support the development of gigawatt-scale AI data centers [5]. - The collaboration aims to create systems that are not only more efficient and reliable but also lower in cost, thereby enabling more powerful AI scenarios [4].

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 ...

Core Insights - Microsoft is restructuring its AI teams to merge the commercial and consumer aspects of its Copilot system into a unified effort, aiming for a more integrated and powerful user experience [2] Group 1: Company Strategy - CEO Satya Nadella announced the integration of the Copilot system, which will consist of four interconnected pillars: Copilot experience, Copilot platform, Microsoft 365 apps, and AI models [2] - Jacob Andreou, a former Snap executive, will lead the Copilot initiative as executive vice president, focusing on design, product, growth, and engineering [2] - The new system is intended to provide more coherent and competitive experiences that can evolve alongside AI models, which are deemed crucial for Microsoft's success in the coming decade [2] Group 2: Market Position and Challenges - Microsoft is working to increase user adoption for both commercial and consumer versions of Microsoft 365 Copilot, facing challenges in both areas [6] - As of last month, Microsoft reported selling 15 million Microsoft 365 Copilot "seats," compared to over 450 million paid seats for Microsoft 365 [6] - The company has over 150 million monthly active Copilot users, but faces competition from Google's Gemini with approximately 650 million monthly users and OpenAI's ChatGPT with around 900 million weekly active users [6]

U.S. equity markets showed remarkable resilience during Tuesday afternoon trading on March 17, 2026, as investors pivoted from geopolitical anxieties toward robust corporate guidance and continued optimism in the artificial intelligence sector. Despite ongoing volatility in the energy markets linked to the conflict in the Middle East, the major indexes maintained steady gains as the trading day progressed toward the final hour.Major Indexes and Sector PerformanceAs of mid-afternoon, the Dow Jones Industrial ...

Core Viewpoint - The current market presents opportunities in AI stocks despite recent declines, with ETFs like Invesco QQQ Trust (QQQ) and Invesco NASDAQ 100 ETF (QQQM) still being viable options for investors looking to engage with AI-related investments [1][2]. Group 1: ETF Performance and Holdings - QQQ and QQQM experienced losses in the first quarter, but this does not diminish their potential as effective vehicles for investing in AI stocks [2]. - These ETFs track the Nasdaq-100 Index, which includes major AI companies, such as Nvidia, providing investors with exposure to both established and emerging AI opportunities [3]. Group 2: Key Companies in AI - Nvidia is highlighted as a dominant player in the AI market, holding a nearly 9% weight in QQQ and QQQM, and is recognized for its strong economic moat in graphics processing units and related technologies [4][5]. - Microsoft, another significant holding in these ETFs, has faced challenges due to AI disruptions, but its robust fundamentals and growth in Azure, estimated at $75 billion and growing at approximately 30% annually, suggest potential for recovery [5][6]. - Other notable companies in QQQ and QQQM include Amazon, Broadcom, and Meta Platforms, which are also considered strong AI investments [6].

Microsoft revamps Copilot structure, elevating former Snap exec as Suleyman shifts to AI models – GeekWire We use essential cookies to make our site work. With your consent, we may also use non-essential cookies to improve user experience, personalize advertisements, and analyze website traffic. For these reasons, we may share your site usage data with our social media, advertising, and analytics partners. By clicking "Accept,†you agree to our website's cookie use as described in our Cookie Policy. You can ...

Goldman Sachs just doubled down on its bull case for U.S. stocks. According to Seeking Alpha reporting, the bank reiterated its base case call for the S&P 500 to reach 7,600 (13.5% above current levels) by the end of 2026, backed by ongoing earnings momentum and an economy that’s still expanding. The bank’s strategists expect the index’s earnings to surge to about $309 per share in 2026 and $342 in 2027, implying roughly 12% and 10%, respectively. For context, Goldman first flagged the 7,600 target in ...