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格隆汇3月3日丨东杰智能(300486.SZ)在投资者互动平台表示，公司未与英伟达签署过合作协议。 ...

【美股盘前要闻一览：国际金银短线跳水；市场对美联储降息预期明显降温；英伟达即将重返消费级 SoC市场】智通财经3月3日电，投资者需重点关注的美股市场财经要闻如下： 1、美国三大股指期货集 体下挫。道琼斯指数期货跌1.45%，标普500指数期货跌1.49%，纳斯达克100指数期货跌1.90%。 2、美 油布油日内双双大涨。WTI原油涨6.37%，报75.768美元/桶；布伦特原油涨6.53%，报82.820美元/桶。 3、国际金银短线跳水。现货黄金跌2.69%，报5178.95美元/盎司，此前一度跌超4%；现货白银跌 7.78%，报82.36美元/盎司，此前一度跌超11%。 4、受卡塔尔天然气供应继续中断影响，欧洲天然气涨 幅进一步扩大至40%，报62.5欧元/兆瓦时，近两日累计涨超100%。 5、欧洲主要股指持续走低。英国富 时100指数跌2.59%，法国CAC40指数跌2.78%，德国DAX30指数跌3.57%。 6、沙特阿美正在研究通过 红海出口石油的方案，以规避霍尔木兹海峡的运输风险。 7、交易员对美联储降息预期明显降温。市场 对于美联储年内推行第二次降息25个基点的预期降至50%，并认为欧洲央行今年有 ...

Core Insights - Nvidia reported its fourth-quarter fiscal 2026 earnings, showcasing impressive results despite high expectations, leading to discussions about whether the stock is overvalued [1][2]. Financial Performance - Nvidia's stock price has increased by 724% over the past four years, significantly outperforming the S&P 500, Nasdaq Composite, and tech sector [2]. - The company's net income surged from less than $5 billion to $120.1 billion in four years, making it the second most profitable company globally, following Alphabet [3]. - Revenue and net income growth have outpaced stock price increases, with Nvidia converting over $0.55 of every dollar in sales into after-tax net income [3]. Revenue and Margins - Nvidia's revenue figures for fiscal years are as follows: - Fiscal 2023: $27 billion - Fiscal 2024: $60.9 billion - Fiscal 2025: $130.5 billion - Fiscal 2026: $215.9 billion - Gross margins have been strong, with figures of 56.9% in fiscal 2023, peaking at 75% in fiscal 2025, and settling at 71.1% in fiscal 2026 [4]. Future Guidance - For the first quarter of fiscal 2027, Nvidia is guiding for $78 billion in revenue and a 75% GAAP gross margin, representing a 14.5% quarter-over-quarter increase and a 76.9% increase year-over-year [5]. Customer Concentration - Nvidia's revenue is heavily reliant on a small number of customers, with the top five cloud providers accounting for over 50% of its data center revenue [6][7]. - Capital expenditure expectations from these customers have risen by nearly $120 billion since the start of 2026, approaching a total of $700 billion [7].

Core Insights - Tech Mahindra has partnered with NVIDIA to launch an AI-powered Telco Network Operations Reasoning Agent aimed at enhancing Communication Service Providers' (CSPs) transition to Level 4+ autonomous networks [1] - The solution transforms traditional Network Operations Centers (NOCs) into intelligent, closed-loop operations, ensuring data privacy and governance while operationalizing AI [1] - The collaboration emphasizes Tech Mahindra's expertise in advancing CSPs towards L4+ autonomy through scalable AI frameworks [1] Group 1: Solution Features - The AI reasoning agent enables CSPs to implement contextual intelligence in network operations, facilitating autonomous alarm validation, root-cause analysis, and resolution across Operations Support Systems (OSS) and Business Support Systems (BSS) [1] - The solution allows for a 2-3x improvement in accuracy compared to non-fine-tuned models by utilizing NVIDIA AI Enterprise software and customized reasoning models [1] - The extensibility of the solution permits CSPs to build and scale domain-specific reasoning agents that integrate with existing data lakes, tools, and workflows [1] Group 2: Industry Impact - The collaboration aims to redefine network operations through intelligent automation, deep learning, and multimodal AI models, marking a significant step towards autonomous, resilient, and intelligent networks [1] - The transition to autonomous networks is described as an iterative process, with modular architecture enabling incremental adoption of AI reasoning across CSP operations [1] - This partnership highlights the growing importance of AI innovation in the telecom industry, positioning Tech Mahindra as a leader in driving advancements in network operations [1]

ETF Innovation: Preparing for the Unexpected | ETF TrendsIf advisors were hoping that 2026's macroeconomic uncertainty would go away soon, recent headlines have likely dashed those aspirations.Worries over the direction of inflation have resurfaced yet again, after the [January PPI report] came in far higher than many were expecting it to. Of course, the PPI report came after [a more modest CPI report] for January. However, the monthslong government shutdown last year raised concerns over the potential accu ...

对市场而言，该技术的潜在意义在于其低资本投入属性——若量产落地，SK海力士有望在HBM竞争格 局中进一步巩固技术领先优势，同时为英伟达等下游客户提供更具竞争力的内存解决方案。不过，报道 同时指出，将该技术扩展至大规模量产阶段仍可能面临挑战。 然而，层间距收窄带来了新的工艺难题：MUF（模塑底部填充材料）的注入稳定性将显著下降。MUF 作为保护与绝缘材料，一旦填充不均或出现空洞，将直接导致芯片缺陷。 为此，SK海力士开发了一套新封装技术，核心思路是在不对现有工艺流程或设备进行大规模改动的前 提下，实现DRAM层间距收窄的同时维持稳定良率。据报道，近期内部测试已取得积极结果。 SK海力士正在开发一项针对下一代高带宽内存的封装创新技术，试图在不大幅增加资本支出的前提下 突破HBM4性能瓶颈。 据集邦咨询（TrendForce）援引ZDNet周二报道，业内消息人士透露，SK海力士正推进一项封装架构改 良方案，核心措施包括增加DRAM芯片厚度以及缩小DRAM层间距，目前该技术正处于验证阶段。若 成功实现商业化，这一方案有望帮助SK海力士达成英伟达对第六代HBM4设定的顶级性能指标，并为 后续产品的性能提升奠定基础。 增 ...

证券研究报告|电子 [Table_Title] 英伟达业绩高增长，存储及电视面板价格有 望维持涨势 [Table_ReportType] ——电子行业跟踪报告[Table_ReportDate] [行业核心观点： Table_Summary] 上周沪深 300 指数上涨 1.08%，申万电子指数上涨 4.07%，在 31 个申万 一级行业中排第 13，跑赢沪深 300 指数 2.99 个百分点。上周，英伟达 发布 2026 财年第四季度及全年财务业绩，其中第四季度营收为 681 亿 美元，环比增长 20%，同比增长 73%，数据中心业务成为核心增长引擎， 同时指引下一季度收入达 780 亿美元，上下浮动 2%，对于产业链需求 仍有较为乐观的指引。我们认为 AI 算力产业链有望维持高景气，PCB、 存储等细分赛道需求旺盛，同时 PCB 及存储均处于景气扩张周期，有望 拉动上游设备及材料需求，建议关注 PCB、存储等细分赛道及产业链上 下游的投资机遇。 投资要点： 数据来源：聚源，万联证券研究所 [相关研究 Table_ReportList] 算力帆劲扬，智潮浪奔涌 SW 电子基金持续关注 AI 算力与自主可控， ...

On Monday, March 2, the situation appeared to be changing for Nvidia stock as, through the session, the equity rallied 2.93% to its latest closing price of $182.37. Still, the situation remained dynamic and once again reversed in the extended session with a 3.04% drop to the press time price of $176.83. Nvidia (NASDAQ: NVDA) stock has been trading lower ever since it published its generally strong fourth-quarter (Q4) earnings report. Overall, NVDA shares dropped 9.39% between the February 25 filing and the ...

BOTZ Is A Robotics ETF That Quietly Bets Big on AI Chips - 24/7 Wall St.[S&P 5006,763.60 -1.63%][Dow Jones48,046.80 -1.67%][Nasdaq 10024,448.60 -2.05%][Russell 20002,589.24 -2.32%][FTSE 10010,492.00 -2.87%][Nikkei 22554,153.70 -5.87%][Investing]# BOTZ Is A Robotics ETF That Quietly Bets Big on AI Chips### Quick ReadGlobal X Robotics ETF (BOTZ) holds nearly one-third of its assets in three names. Chip maker NVIDIA is its largest position at 10.61%.BOTZ returned 21.9% over the past year driven by broad invest ...