完整早报音频，请点击标题下方小耳机收听 【阿里Qwen深夜地震，林俊旸官宣离职】 深夜，Qwen负责人林俊旸突然发布推文，宣布自己将离开Qwen团队。 几乎在同一时间，Qwen另一位核心负 责人Binyuan Hui、核心贡献者Kaixin Li等多位骨干也相继发布告别帖。 截至目前，林俊旸尚未透露自己的去向和接任者，目前外界尚不知道他是否也会离开阿里巴巴。从一位内部知情人士我们了解到，目前还没直接接替林俊旸 的人，因为「事发比较突然」。但这位知情人士透露：「主要感觉就是他的一部分的职能会被空降的同事架空，但有没有人能完全替代林老师的位子目前还 不清楚。」 （搜狐） 【马斯克确认 SpaceX 的 IPO 目标估值超 1.75 万亿美元】 马斯克在社交平台 X 上与网友交流时，似乎确认了有关这家商业航天公司计划以 1.75 万亿 美元估值进行 IPO 的报道。当地时间周一，企业家彼得 ·戴曼迪斯（ Peter Diamandis ）在 X 上发帖，分享了他对这起报道中的 IPO 的看法： "估值 1.75 万亿美元，于 3 月份提交。为星舰、月球、火星殖民和地球的戴森云筹集资金。这不仅仅是一家公司的上市 —— ...

韩国单月半导体出口同比增长160% 3月2日消息，韩国产业通商部日前发布的数据显示，2月韩国出口额同比增加29%，为674.5亿美元，创下历年同月最高纪录。日均出口额大增 49.3%，为35.5亿美元，史上首超30亿美元。其中，半导体2月份的出口额同比暴涨160.8%，为251.6亿美元，创下单月最高值，且出口额连续 三个月突破200亿美元。汽车、汽车零部件出口分别同比下降20.8%和22.4%。 据悉，英伟达正在为AI推理计算设计全新系统，这类计算负责让AI模型响应用户请求。目前，推理计算已成为行业激烈竞争的焦点。英伟达的 竞争对手谷歌和亚马逊均已推出芯片，与英伟达旗舰产品抗衡。（证券时报） ｜点评｜ 英伟达最初被市场认为是AI时代"卖铲子"的企业，随着其他芯片巨头陆续推出AI芯片，各家科技巨头转向自研，作为AI芯片的上游， 生产存储芯片的三星与SK海力士成为真正的"卖铲人"。存储芯片是一种高度依赖规模效应的标准化通用产品，从头开始自研并建厂制造投入产 出不成正比。所以，全球存储芯片订单涌向了韩国企业，从而推动韩国出口额高速增长。 韩国历来都有全球经济"金丝雀"的称号，但现在半导体出口的飙升占据了韩国出口的 ...

// 热点头条 // 1.英伟达：宣布将于3月16-19日在美国加州举办2026年GTC大会，此次大会预计将聚焦AI芯片最新进展 及行业应用趋势，吸引全球科技行业关注。 2.中国石油、中国石化、中国海油：齐发股价异动公告。三家公司均表示，受地缘政治等因素影响，国 际原油价格走势存在诸多不确定性，公司目前生产经营情况正常，不存在应披露而未披露的重大事项， 提醒投资者注意风险。 3.谷歌：推出Gemini3.1Flash-Lite模型，这是Gemini3系列中速度最快、性价比最高的模型，定价为每百 万输入令牌0.25美元，每百万输出令牌1.50美元，今日起通过Google AI Studio中的Gemini API向开发者 推出预览版，并面向企业通过Vertex AI推出。 4.SK海力士：正探索HBM4新封装技术，通过缩小DRAM间隙提升性能以瞄准英伟达顶级需求。此前消 息显示其德克萨斯州晶圆厂全面投产或推迟至2027年初。 5.佰维存储：预计2026年1-2月实现归属于母公司所有者的净利润15亿元至18亿元，同比增长921.77%至 1086.13%；营业收入40亿元至45亿元，同比增长340%至395%。公 ...

Nvidia is investing in Oxa, the latest British autonomous driving startup to receive backing from the world’s most valuable company https://t.co/gYtROfdsXk ...

Core Insights - Nvidia and a coalition of global telecom operators and infrastructure vendors announced a strategic commitment to build the next generation of wireless networks, 6G, on open, secure, and AI-native platforms, indicating a significant shift in future connectivity architecture and deployment worldwide [1][3][4] Group 1: Coalition and Participants - The initiative includes major players such as Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, Mitre, Nokia, OCUDU Ecosystem Foundation, ODC, SK Telecom, SoftBank, and T-Mobile, collaborating to create wireless infrastructure that meets the demands of artificial intelligence at scale [3][4] - The coalition emphasizes the importance of open and software-defined platforms to empower a broad ecosystem of operators, vendors, developers, and researchers, aiming to accelerate innovation and simplify interoperability [10] Group 2: AI-Native Platforms and Use Cases - AI-native platforms are designed to support emerging use cases beyond traditional communication, including autonomous vehicles, industrial robotics, smart cities, and connected sensors, all requiring real-time intelligence and high trustworthiness [5][10] - Jensen Huang, Nvidia's CEO, stated that AI is redefining computing and driving one of the largest infrastructure buildouts in history, with telecommunications poised for transformation [6] Group 3: Economic and Strategic Importance - BT Group's CEO, Allison Kirkby, highlighted that connectivity is the backbone of economic growth, asserting that open and trustworthy AI-native platforms will help the industry scale beyond 5G [10] - Deutsche Telekom's CEO, Tim Höttges, noted that an intelligent and trusted 6G infrastructure is essential for enhancing customer experiences and unlocking new value streams for enterprises and consumers [11] Group 4: Government and Global Collaboration - U.S. government officials emphasized the role of U.S. leadership in shaping secure next-generation networks, aligning this global collaboration with national competitiveness and security objectives [11][12] - Executives from Asian and European operators echoed the need for AI-native design, with SK Telecom and SoftBank noting that open, software-defined 6G will serve as a platform for future innovation [12] Group 5: Financial Context - The 6G initiative coincides with Nvidia posting record financial results, reflecting the explosive demand for AI computing infrastructure that supports its networking ambitions [13]

在美国和以色列周末联合空袭伊朗后，英伟达、亚马逊和Alphabet等大型科技公司正争相确保他们在中 东地区旅行或工作的员工的安全。 据英伟达CEO黄仁勋周二早些时候发给全体员工的电子邮件显示，这家芯片技术巨头已暂时关闭其迪拜 办公室，当地员工都在远程办公。 黄仁勋写道："英伟达在该地区有着深厚的根基。我们有数千名同事生活在那里，全球各地还有更多同 事的家人和朋友受到这些事件的影响。和你们一样，我非常关心我们英伟达大家庭的安全。" 另据消息人士称，由于航空旅行中断，数十名谷歌员工在参加完销售会议后滞留在迪拜。该公司的云部 门上周在迪拜举行了"加速"销售启动大会。 据一些不愿透露姓名的员工称，周日早上，部分谷歌云部门员工收到了一份备忘录，备忘录指出公司仍 有部分团队成员在当地办公，并补充说，最近的攻击"令人担忧"。 消息人士称，虽然大多数员工已离开该地区，但仍有数十人滞留。 伊朗遇袭后，航空公司大量取消航班。据航空数据公司Cirium统计，自周末美以发动空袭以来，已有超 过11000个中东航班被取消。 谷歌表示，受影响的员工大多并非美国员工，而是中东地区的员工。谷歌补充说，公司已为中东地区的 员工采取了安全保障措 ...

2026.03. 04 本文字数：1877，阅读时长大约3分钟 标普500指数11个板块中，除金融板块外其余板块全部收跌，其中材料和非必需消费品板块跌幅最 大。技术面上，标普500指数自11月20日以来首次收于100日移动均线下方，被部分市场人士视为潜 在的看跌信号。 分析认为，能源价格飙升可能推高通胀，并使央行的政策选择更加复杂。并且，特朗普政府此前实施 的关税政策已导致部分商品价格上涨。 作者 | 第一财经 胡弋杰 当地时间周二，因投资者担心中东冲突持续延续及其对能源价格和通胀的潜在影响，美股显著承压， 道指一度暴泻超1200点，三大股指盘中跌幅均超2.5%。不过，股指在收盘前已明显脱离盘中低点。 截至收盘，道琼斯工业指数下跌403.51点，跌幅0.83%，收于48501.27点；标普500指数下跌64.99 点，跌幅0.94%，收于6816.63点；纳斯达克综合指数下跌232.17点，跌幅1.02%，收于22516.69点。 科技巨头普遍承压。英伟达跌1.33%，特斯拉跌2.70%，苹果跌0.37%，超威半导体跌3.86%，博通跌 1.56%，谷歌-C跌0.91%。微软涨1.35%，亚马逊涨0.16%， ...

Coherent (NYSE: COHR) 2026 Conference Summary Company Overview - **Company**: Coherent (NYSE: COHR) - **Date**: March 03, 2026 - **Key Speakers**: Jim Anderson (CEO), Sherri Luther (CFO) Key Industry and Company Insights Partnership with Nvidia - Coherent announced a significant expansion of its partnership with Nvidia, which includes a **$2 billion equity investment** from Nvidia, making them an investor in Coherent [4][6] - The partnership focuses on using photonics and optics to innovate data center architecture, particularly enhancing power efficiency [4][6] Capacity Expansion and Capital Allocation - The primary focus for capital allocation is expanding capacity, particularly in the Sherman, Texas facility for CPO (Coherent Photonic Optics) solutions [13][15] - The company plans to **double its indium phosphide capacity** this year, utilizing 6-inch wafers to achieve a more efficient cost structure [73][74] - Coherent aims to maintain a leverage ratio of **1.7**, which is below the target of 2, allowing for further investments in capacity and growth [43][169] Portfolio Review and Strategic Focus - The portfolio review led to increased investments in high-growth areas like data center communications, while divesting from less profitable segments [20][22] - The company is committed to annual reviews of its product lines to ensure optimal investment allocation [22][23] Growth Drivers and Market Opportunities - Coherent identifies **data centers** and **pluggable transceivers** as significant growth areas, with expectations that the transition from electrical to optical connections will accelerate [36][38] - The company is also exploring opportunities in the **industrial sector**, particularly with materials like Thermadyne for heat management in data centers [150][156] Gross Margin Improvement - Coherent has improved its gross margin by **almost 500 basis points**, with a target of over **42%** [48][178] - The strategy for margin improvement includes cost reductions and pricing optimization, with cost reductions contributing approximately two-thirds of the margin benefits [188][190] Long-Term Agreements (LTAs) - The Nvidia agreement exemplifies a successful LTA, which includes commitments from both parties for capacity and product volume, enhancing visibility for future investments [90][94] - Coherent anticipates that the Nvidia deal will encourage more customers to enter into similar long-term agreements [94] Competitive Landscape - Coherent differentiates itself from competitors like Lumentum by having a broader product line and significant manufacturing scale, particularly in the U.S. [59][67] - The company is focused on maintaining its competitive edge through technological advancements and manufacturing capabilities [68][70] Future Outlook - The company expects continued strong demand in the data center market, with a focus on ramping up manufacturing capacity to meet this demand [103][115] - Coherent is open to exploring M&A opportunities that could accelerate its growth strategy, although no compelling targets have been identified yet [195][196] Additional Insights - The industrial laser business, while growing slower than data center communications, remains a profitable segment, contributing about **30%** of revenue [142][143] - Coherent is actively engaged in developing technologies that can reclaim waste heat from data centers, potentially converting it back into electricity [152][155] This summary encapsulates the key points discussed during the Coherent conference, highlighting the company's strategic initiatives, market opportunities, and financial performance.

美股大型科技股多数下跌，特斯拉跌逾2%，英伟达跌超1%，谷歌、苹果小幅下跌；微软涨超 1%，亚马逊、奈飞小幅上涨。 芯片股表现疲软，半导体产业链全线下挫，费城半导体指数跌超4.5%，闪迪跌近9%，美光科 技跌近8%，科天半导体跌逾6%，英特尔跌超5%，阿斯麦跌逾4%，台积电跌超4%。 中概股普遍下跌，纳斯达克中国金龙指数跌超3%。金山云、晶科能源跌超8%，小鹏汽车、小 马智行跌超6%，阿里巴巴、爱奇艺跌近5%；携程网、网易小幅上涨。 记者丨曾静娇 编辑丨江佩霞 受中东局势影响，美东时间周二，欧美股市全线飘绿，德国DAX指数、法国CAC40指数跌超 3%，英国富时100指数跌逾2%；纳指跌超1%，道指下挫超400点，跌近1%。 争"，称"如果有的话，可能是我推动了以色列的手"。 目前伊朗"几乎所有军事能力都已被摧 毁" ， 接下来将"承受更大打击" 。 据财联社报道，明尼阿波利斯联储主席卡什卡利表示，伊朗冲突这加剧了美国经济前景的不确 定性，使得央行利率政策的走向更加难以预判。 据21世纪经济报道，源达信息证券研究所所长吴起涤表示，短期内，抗通胀的优先级可能会 被动提升，导致美联储推迟降息。美联储可能会考虑地缘 ...

A plume of smoke rises from the port of Jebel Ali following a reported Iranian strike in Dubai on March 1, 2026.Nvidia, Amazon and Alphabet are among the big tech firms scrambling to ensure the safety of their employees who are traveling through or based in the Middle East after joint U.S.-Israel strikes on Iran over the weekend.The massive attack on Iran killed Supreme Leader Ayatollah Ali Khamenei, among others, and Iran retaliated with strikes on Israeli and U.S. bases across the Gulf. The conflict has d ...