中东战事持续升温，伊朗升级对波斯湾能源基础设施的打击，原油价格在连续回调后强势反弹至每桶逾100美元。与此同时，英伟达人工智能前景 的乐观展望为亚洲科技股提供短暂支撑，但两者并存的格局难以掩盖市场深层的多重风险。 3月17日，国际原油快速拉升，WTI原油期货涨幅扩大至5%，突破97美元/桶关口。此前，伊朗引燃阿联酋境内一处大型气田，进一步加剧本已紧 张的全球燃料供应形势。股指期货显示，欧洲股市开盘或下跌0.1%，美国主要指数期货跌幅略大。美元指数向上触及100，日内涨0.19%。 亚太市场则出现短暂异动。黄仁勋周一预计到2027年底人工智能芯片销售额将突破1万亿美元，这一乐观展望提振了亚洲科技相关板块。韩国综合 指数午盘涨2.4%，日经225指数上涨0.4%。然而，Saxo Markets首席投资策略师Charu Chanana警告称，目前判断市场已全面转向风险偏好仍为时过 早。 当前市场焦点迅速转向央行动向。澳大利亚储备银行率先在周二连续第二次加息，并警告伊朗战争对通胀和经济增长构成双重威胁。美联储将于 周三公布利率决定，油价上涨所引发的通胀压力是否会触发鹰派转向，备受市场关注。BNY市场策略主管Bob S ...

Group 1 - Lenovo showcased its personal AI Hub concept device, Project Kubit, at NVIDIA GTC 2026, featuring a transparent touch screen and powered by NVIDIA's GB10 Grace Blackwell superchip, integrating data across various devices and running AI applications [2] - The Think Station PGX, highlighted by Lenovo, is a next-generation AI workstation capable of supporting AI models with up to 200 billion parameters and providing up to 1 Petaflop of AI computing power, suitable for secure, private, local AI development and inference scenarios [3] - Lenovo introduced a new concept product, the world's first 1,000Wh/L silicon anode battery for laptops and workstations, with a maximum capacity of 99.9Whr and over 10% improvement in energy density compared to previous generations, addressing the physical endurance limits of high-load AI computing [4] Group 2 - Lenovo, in collaboration with NVIDIA, launched a hybrid AI advantage solution at GTC 2026, enabling faster deployment and real-time inference across workstations, edge, data centers, and emerging AI factories, facilitating the operationalization of AI for enterprises [5]

Welcome to March 17, 2026, a day where the global economy feels less like a sophisticated machine and more like a game of Jenga played during an earthquake. President Donald Trump has spent the last twenty-four hours doing what he does best: treating the Strait of Hormuz like a high-stakes real estate negotiation and the U.S. federal budget like a sponsorship deal for the UFC. For investors, the result is a cocktail of volatility, confusion, and the sudden realization that “geopolitical risk” is no longer a ...

Core Insights - Tecan Group has announced a strategic collaboration with NVIDIA to enhance AI-enabled platforms for Data-Driven Laboratories, aiming for faster discoveries and increased lab productivity [1][3]. Group 1: Collaboration Details - The partnership focuses on integrating NVIDIA's GPU-accelerated models and libraries into Tecan's products to transform lab data into actionable insights [4]. - The collaboration aims to establish Data-Driven Labs, leveraging AI to unlock the potential of underutilized lab-generated data [3][5]. Group 2: Company Background - Tecan is a pioneer in laboratory automation, transitioning from manual to automated pipetting, and continues to innovate with products like the Introspect lab analytics platform [2]. - In 2025, Tecan reported sales of CHF 883 million (approximately USD 1,063 million) [6].

Core Insights - Tecan Group has announced a strategic collaboration with NVIDIA to enhance AI-enabled platforms for Data-Driven Laboratories, aiming for faster discoveries and increased lab productivity [1][3]. Group 1: Collaboration Details - The partnership focuses on integrating NVIDIA's GPU-accelerated models and libraries into Tecan's products, which will help convert lab data into actionable insights [4]. - The collaboration aims to establish Data-Driven Labs, leveraging AI to unlock the potential of underutilized lab-generated data [3][5]. Group 2: Company Background - Tecan is a pioneer in laboratory automation, transitioning from manual to automated pipetting, and continues to innovate with products like the Introspect lab analytics platform [2][6]. - In 2025, Tecan reported sales of CHF 883 million (approximately USD 1,063 million), highlighting its significant presence in the laboratory automation market [6]. Group 3: Future Opportunities - The collaboration is expected to drive the next lab revolution by enhancing productivity and enabling breakthrough discoveries through intelligent automation solutions [3][5]. - Tecan's CEO emphasized the transformational potential of AI in laboratory settings, indicating a strong alignment between Tecan's expertise and NVIDIA's advanced AI platforms [5].

一位与会者发文称：令人难以置信的是OpenClaw在去年11月才启动，今年3月就在黄仁勋主题演讲中拥有了专属板块。 黄仁勋认为，世界上每家公司都需要有一个OpenClaw战略，一个Agent系统战略，因为这是新的计算机。而传统的SaaS将全面进化为"智能体即服务 （AaaS，Agentic as a Service），两者的区别主要在于——SaaS卖工具，员工自己通过软件去操作功能；AaaS卖的是结果，AI Agent直接通过Agentic能力完 成工作。 关于SaaS与传统软件行业是否已"死"的讨论，自1月Anthropic发布相关产品并引发恐慌性抛售后，从未停止。Palantir联合创始人乔・隆斯代尔在本月一场访 谈中表示，低端SaaS没有未来——低成本、销售收入高于工程投入、没有真正护城河的SaaS公司，将被全部"吃掉"。很多被PE收购的软件公司，技术门槛 极低，但花在销售上的钱远多于研发，这类公司现在正面临巨大麻烦。 黄仁勋认为OpenClaw标志着软件架构的重塑。 北京时间3月17日，截至午间收盘，沪指跌0.04%，深成指跌0.4%，创业板指跌0.58%。据Wind数据，SaaS指数（8841493 ...

Group 1 - The chip design concept continues to decline, with the Tianhong ETF tracking the chip design index down by 1.49% and a trading volume of 32 million yuan, indicating a turnover rate exceeding 5.00% [1] - The Tianhong ETF has seen a net inflow of 104 million yuan over the last ten trading days, with a current fund size of 637 million yuan, marking a year-to-date growth of 637 million yuan, making it the top fund in its category [1] - The Tianhong ETF closely tracks the chip design index, which has increased by 51.65% over the past year, with a high concentration in semiconductor stocks (95.27%) and a maximum daily fluctuation of 20% [1] Group 2 - At the NVIDIA GTC 2026 conference, CEO Jensen Huang projected a strong demand for AI computing power, estimating a demand of at least 1 trillion USD by 2027, indicating a rapid shift in AI towards reasoning and action, which will drive chip design demand [2] - Major global foundries plan to raise foundry prices by up to 10% starting in April, reflecting an expansion of industry prosperity from advanced processes to broader areas [2] - The Semiconductor Industry Association reported a significant year-on-year increase of 46.1% in global semiconductor sales in January 2026, providing fundamental support for the chip design sector [2]

[Table_Main] 行业研究|可选消费|媒体Ⅱ 证券研究报告 媒体Ⅱ行业周报、月报 2026 年 03 月 17 日 [Table_Title] 苹果下调中国应用商店佣金率，腾讯版 "小龙虾"WorkBuddy 正式上线 ——传媒互联网行业周报 [Table_Summary] 报告要点： 市场表现 2026.3.9-2026.3.15，传媒行业（申万）-3.23%，同期沪深 300 +0.19%， 上证指数-0.70%，深证成指-0.76%，创业板指+2.51%，恒生科技指数 +0.48%。游戏/电视广播/影视院线/广告营销/数字媒体/出版，分别- 3.45%/-1.70%/-4.18%/-3.83%/-3.36%/-0.78%。 行业重点数据及动态更新 （1）AI 应用：本周（2026.3.9-2026.3.15） OpenRouter 平台 token 调用量为 16.9T，环比+14.19%，平台中调用量前五的模型分别为 MiniMax M2.5/ Step 3.5 Flash/DeepSeek V3.2/ Gemini 3 Flash Preview / Claude Sonnet 4.6，国产 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 五一视界（06651）盘中一度拉升27%，高见64.40港元，截至发稿，股价上涨17.59%，现报59.50港元， 成交额2.62亿港元。 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 英伟达于3月16日GTC宣布，旗下Omniverse NuRec与五一视界SimOne已实现深度融合，基于神经渲染 技术，解决智驾行业真实采集场景数据不可交互的痛点，加速以VLA、世界模型为代表的推理型自动 驾驶开发，赋能全球L4级汽车合作伙伴。据悉，五一视界在中国高阶仿真领域市占率已达53.5%，此次 合作将进一步巩固其在全球Physical AI赛道的核心地位。 责任编辑：卢昱君 五一视界（06651）盘中一度拉升27%，高见64.40港元，截至发稿，股价上涨17.59%，现报59.50港元， 成交额2.62亿港元。 英伟达于3月16日GTC宣布，旗下Omniverse NuRec与五一视界SimOne已实现深度融合，基于神经渲染 技术，解决智驾行业真实采集场景数据不可交互的痛点，加速以VLA、世界模型为代表的推理型自动 驾驶开发，赋能全 ...

由 Google 翻译自 英语 英伟达$NVDA首席执行官黄仁勋刚刚表示: "本次GTC大会的参会者中,金融服务行业从业者占比最高。我知道,我希 望是开发人员而不是交易员。" 开发人员不需要去现场 也没钱去 ...