Archer Aviation (ACHR) is integrating NVIDIA's (NVDA) IGX Thor compute platform directly into Midnight for safety-critical flight autonomy. ...

英伟达公司今日宣布计划投资两家公开交易的光网络设备供应商——Lumentum Holdings Inc.和Coherent Corp.。 每家公司将获得20亿美元投资。英伟达表示，这笔投资包括"数十亿美元的采购承诺和未来获取"某些激 光组件的权利。对于Coherent，该协议还涵盖其他光网络产品。 去年3月，英伟达推出了两个数据中心交换机系列，采用了一种名为协同封装光学（CPO）的新兴数据 包传输技术。Lumentum和Coherent都为CPO系统制造激光组件。9月，Lumentum公司启动了扩大CPO组 件生产能力的计划。 人工智能集群的服务器通过光纤电缆连接。交换机在通过光纤电缆发送数据前将数据包转换为光信号， 然后再将光束转换回数字数据。传统上，这项任务由称为可插拔收发器的独立设备执行。 英伟达去年集成到其交换机产品组合中的CPO技术消除了对独立可插拔收发器的需求。它将可插拔收发 器直接集成到交换机中，减少了数据中心运营商必须购买的硬件数量。该技术还降低了网络功耗。 CPO交换机使用微型激光发射器将数据转换为可通过光纤电缆传输的光信号。Lumentum是英伟达投资 的第一家公司，也是全球顶级CPO优化 ...

Last week, Nvidia (NASDAQ: NVDA) once again showed why it is the most dominant player in the artificial intelligence (AI) infrastructure space when it released fiscal 2026 fourth-quarter financial results. The results show that the company continues to see extraordinary revenue growth, as demand for its graphics processing units (GPUs) remains insatiable. Let's take a closer look at Nvidia's fourth-quarter results and prospects to see if the stock is still a buy. Will AI create the world's first trillion ...

格隆汇3月3日｜AI芯片初创公司Rebellions已聘请摩根大通担任其首尔首次公开募股的全球主承销商， 为韩国最受关注的技术股首秀铺平了道路。据知情人士透露，该公司计划于今年下半年递交 IPO 申 请，上市目标定在 2026 年底或 2027 年初。Rebellions专注于针对数据中心推理工作负载（即运行AI模 型的过程）进行优化的AI加速器。通过强调成本效益和能效比，该公司正寻求挑战由英伟达主导的市 场。2025年9月，Rebellions在C轮融资中筹集了2.5亿美元，估值达到14亿美元。聘请摩根大通凸显了 Rebellions吸引全球机构投资者及国内资金的战略。成功的IPO将为扩展研发、深化制造合作伙伴关系以 及在快速演变的AI芯片市场中巩固地位提供新鲜资本。 ...

证券研究报告|通信 [Table_Title] AI 算力建设需求持续高增，关注光通信等 核心环节 [Table_ReportType] ——通信行业跟踪报告[Table_ReportDate] [行业核心观点： Table_Summary] 上周，沪深 300 上涨 1.08%，创业板指上涨 1.05%，申万通信行业指数 上涨 4.76%，分别跑赢沪深 300 和创业板指 3.69 和 3.72 个百分点，在 申万各一级行业中排名第 10 位。2026 年初至 3 月 1 日申万通信行业累 计上涨 7.05%。AI 产业方面，英伟达财报营收超市场预期，体现出 AI 算力需求的持续增长。海内外头部云计算产商均持续加强资本开支投 入，聚焦 AIDC、AI 服务器等算力基础设施建设。光通信作为算力产业 链的核心环节，持续受益 AI 算力产业的建设需求，LightCounting 上 调对 800G 和 1.6T 光模块出货量的预测也再次印证光通信领域的高景 气度。商业航天方面，蓝箭航天官方微信公众号信息显示，公司计划于 2026 年第二季度再次开展回收试验，并根据回收试验情况争取于第四 季度尝试首次回收复用飞行， ...

英伟达宣布：将于3月16-19日在美国加州举办2026年GTC。 来源：滚动播报 ...

U.S. stock futures fell sharply on Tuesday morning, March 3, 2026, as geopolitical tensions in the Middle East reached a boiling point, overshadowing a heavy slate of corporate earnings. Investors are grappling with the economic implications of a widening conflict between the U.S. and Iran, which has already sent energy prices soaring and triggered a flight to safe-haven assets.Premarket Activity and Index PerformanceAs of 8:00 AM ET, futures tracking the major market indexes were deep in the red. Dow Jones ...

东 兴 晨 报 东兴晨报 P1 2026 年 3 月 3 日星期二 经济要闻 本期编辑 | 分析师：刘嘉玮 | | | --- | --- | | 010-66554043 | liujw_yjs@dxzq.net.cn | | 执业证书编号： | S1480519050001 | 东兴证券研究所金股推荐 | 证券代码 | 证券简称 | | --- | --- | | 002142.SZ | 宁波银行 | | 002392.SZ | 北京利尔 | | 002436.SZ | 兴森科技 | | 002714.SZ | 牧原股份 | | 002738.SZ | 中矿资源 | | 002991.SZ | 甘源食品 | | 300627.SZ | 华测导航 | | 300810.SZ | 中科海讯 | 数据来源：《三月金股汇》 2026 年 03 月 01 日，东兴证券研究所 东 兴 证 券 股 份 有 限 公 司 敬请参阅报告结尾处的免责声明 东方财智 兴盛之源 1. 外交部：3 月 2 日，外交部发言人毛宁在例行记者会上就多个国际热点 问题作出回应。关于美国总统特朗普计划本月访华事宜，毛宁表示中美 就两国元首互动 ...

Core Viewpoint - Droplet Biosciences is collaborating with Nvidia to utilize its AI infrastructure for accelerating post-surgery cancer test results, significantly reducing the time required for genomic data analysis [1][4]. Group 1: Collaboration and Technology - Droplet Biosciences is leveraging Nvidia Parabricks, a GPU-accelerated software suite, to enhance genomic data analysis for DNA sequencing [1][4]. - The partnership aims to reduce the time for detecting residual disease from four to six weeks to just 24 hours by analyzing lymphatic fluid collected post-surgery [4]. Group 2: Operational Benefits - The use of Nvidia's technology has allowed Droplet to compress computationally intensive steps from over a day to just a few hours, leading to a lower overall cost per sample despite higher hourly costs for GPU compute [4]. - Faster turnaround times enable patients to receive results while still in the hospital, minimizing the need for additional visits or long waits associated with traditional blood tests [4]. Group 3: Clinical Applications - Droplet's first clinical test focuses on HPV-negative head and neck cancer, which has been validated under the Clinical Laboratory Improvement Amendments [4]. - The company is a member of NVIDIA Inception, an AI startup accelerator program, and is recognized as an NVIDIA AI Enterprise customer [4].

Market Performance - Wall Street has underperformed in the past month, with the S&P 500 down 0.9%, the Dow Jones down 1.3%, and the Nasdaq Composite down 3.4% as of February 27, 2026. The small-cap index Russell 2000, however, gained 0.7% during the same period [1]. AI Industry Concerns - Artificial intelligence (AI) has become a source of market panic, with investors questioning the sustainability of labor-intensive business models. Recent AI startup releases have introduced automation tools affecting various sectors including legal, marketing, finance, and research [2]. - AI startup Anthropic announced its Claude Code tool can modernize COBOL, impacting IBM negatively, with IBM shares declining 23.7% over the past month as of February 27, 2026 [3]. Geopolitical Tensions - U.S.-Iran tensions escalated in February, with U.S. Vice President JD Vance indicating military action could be an option if diplomatic efforts fail [4]. - Iran conducted military exercises in the Strait of Hormuz, raising concerns about potential disruptions to global oil shipments [5]. - On February 28, 2026, the U.S. and Israel conducted strikes against Iran, aiming to dismantle its nuclear program, which could lead to a larger conflict affecting oil markets [6]. - Reports indicate that Iran's Supreme Leader, Ayatollah Ali Khamenei, was killed during these strikes [7]. Company Earnings - NVIDIA exceeded analysts' expectations for both revenue and earnings in its latest report, leading to a surge in small investor buying on February 27, 2026 [8]. - Small traders recorded their highest net buying levels in NVIDIA stock during the first 80 minutes of trading, a trend not seen since at least 2012 [9]. ETF Performance - Direxion MSCI Daily South Korea Bull 3X Shares (KORU) rose 96.47%, benefiting from strong semiconductor demand linked to the global AI boom [11]. - MicroSectors U.S. Big Oil 3 Leveraged ETN (NRGU) increased by 34.6% due to rising oil prices amid geopolitical tensions, with the United States Oil Fund LP (USO) gaining 8.8% over the past month [12]. - Direxion Daily Utilities Bull 3X Shares (UTSL) rose 34%, driven by increased energy demand for data centers [14]. - Direxion Daily Industrials Bull 3X Shares (DUSL) increased by 22.5%, with the industrials sector performing well, as evidenced by the State Street Industrial Select Sector SPDR ETF (XLI) gaining 5.7% [15].