3 元 柳梦笛 CFA Certificate in ESG investing：0000000100613650 注册 ESG 分析师高级：23RZQLKC000568A 李越群 Rx 荣续智库 " 创未来 66 - 线导体行业 ESG 发展白皮书 上海现代服务业联合会 9 Shanghai Services Federation CFA Certificate in ESG investing：8885000001874420 顾怡瑶 CFA Certificate in ESG investing：0000000100471641 钱融融 CFA Certificate in ESG investing：0000000102771992 陈心怡 注册 ESG 分析师高级：23RZQLKC002598A 宋倩 注册 ESG 分析师高级：24RZQLKC000009A 张科 UESG 高级分析师：NO.SH1236FBA0169 管冬艳 01 02 03 04 3 <> 荣续智库 前言 在全球科技飞速发展的背景下，半导体行业作为现代 电子产业的核心，正经历着前所未有的机遇和挑战。 半导体技术的进步不仅推动了 ...

OpenClaw热潮持续发酵之际，芯片巨头英伟达"紧跟潮流"。 据媒体报道，英伟达正计划推出一款类OpenClaw式的AI智能体开源平台NemoClaw。 不过市场对此反应平淡，周二美股夜盘，英伟达股价微跌0.35%，报182.01美元。 类OpenClaw式平台 此次英伟达被曝推出NemoClaw新平台，恰逢其筹备GTC大会的关键节点。 市场预计，网络技术将仍是本次大会的核心议题。 长期以来，英伟达的软件战略高度依赖专有CUDA平台，将开发者牢牢锁定在自身GPU生态，构筑起坚 固的"护城河"。 而此次推出开源的NemoClaw，意味着英伟达打破原有封闭模式，转向以开源生态吸引更广泛的企业客 户。 据媒体披露，NemoClaw的核心目标是帮助企业快速部署AI智能体，替代员工处理各类繁琐工作任务， 同时，英伟达还计划在该平台中集成安全与隐私保护工具。 知情人士称，NemoClaw已开始向企业级软件公司推介，无论企业自身产品是否基于英伟达芯片运行， 均可接入该平台。 据悉，GTC会议召开前，英伟达已接洽Salesforce、思科、谷歌、奥多比及飞塔信息等多家企业，旨在 为这款智能体平台缔结合作关系。 不过，尚不清 ...

Trump suggests Iran war nearing endOil prices sink as Trump talks Iran war end, supply reliefAsia stocks rebound as oil retreats, Trump says Iran war could end soonStocks end roller-coaster session higher after Trump says Iran war 'very complete'# 3 Market Narratives That Could Break the RallyBy Tafara TsokaStock MarketsPublished 03/10/2026, 02:38 AM3 Market Narratives That Could Break the RallyView all comments (1)1Tafara TsokaArticles(199)FollowUS5000.83%MSFT0.11%AAPL0.94%AMZN0.13%NVDA2.72%IXIC1.38%META0. ...

消息方面，3月9日，据知情人士透露，英伟达已开始向企业软件公司推介该产品，内部称 为"NemoClaw"，英伟达计划在下周于圣何塞举行的年度开发者大会前后正式亮相这一产品。该平台旨 在允许企业将AI智能体部署于自身工作流程，代替员工执行具体任务。长期以来，英伟达的软件战略 高度依赖其专有的CUDA平台。这一系统将开发者深度绑定于英伟达GPU生态，构成公司核心竞争壁 垒。此次向开源平台的延伸，意味着英伟达正寻求以软件生态吸引更广泛的企业客户，而不仅仅依赖硬 件锁定。 万联证券分析认为，OpenClaw近期的爆火反映了市场对"主动自动化"Agent的关注和需求，伴随Agent 性能的提升算力需求也将持续保持高景气度。同时随着AI应用的落地，数据隐私安全的防护能力也需 提升，人工智能治理产业有望加速构建。 3月10日午后，A股软件赛道逆势拉升。截至14点05分，创业板软件ETF华夏（159256）涨1.22%，持仓 股信息发展涨超17%，广立微涨超4%，昆仑万维、顺网科技、彩讯股份等个股涨幅居前。场内交投活 跃，创业板软件ETF华夏（159256）盘中成交额超1亿，在同指数标的中排名第一。 在AI产业链中，软件行业 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which has seen a price increase of 2.444% from the opening price, with 27 out of 30 tracked stocks rising, indicating a general recovery in the sector [1] - The ETF's trading volume reached 66.33 million yuan, with a turnover rate of 2.79%, reflecting stable liquidity and active trading conditions [1] - The ETF has experienced a net inflow of funds for two consecutive days, with a net inflow of 13 million yuan yesterday, suggesting increasing investor interest and a potential opening for medium to long-term allocations [1] Group 2 - Huafu Securities expresses optimism regarding the acceleration of AI Agents, particularly represented by OpenClaw, driven by the marketing of domestic AI models and the promotion of OpenClaw, which enhances the synergy between cloud and edge computing [2] - The demand for AI Agents is expected to grow as hardware carriers like AI glasses and embodied intelligent robots emerge, indicating that the practical utility of AI Agents will continue to improve [2] - The Huaxia Sci-Tech AI ETF (589010) closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Core Viewpoint - Nvidia is positioned to potentially double its stock price due to its strong market position and growth prospects in the AI sector [1] Company Overview - Nvidia manufactures graphics processing units (GPUs), which are essential for running and training AI models, leading to unprecedented demand for its products [3] - The current market capitalization of Nvidia is $4.4 trillion, with a current stock price of $182.64 [4] Financial Performance - Nvidia's revenue is projected to grow by 70% to over $360 billion during fiscal 2027, with a profit margin exceeding 50%, positioning it to become the most profitable company globally [5] - The stock has historically traded between 40 to 50 times expected forward earnings but is currently trading at about 22 times forward earnings, indicating it is undervalued [6][8] Market Sentiment - The market sentiment towards the AI sector is currently negative, with concerns about the returns on investment from significant spending in AI infrastructure [9] - Despite the negative sentiment, AI hyperscalers are expected to continue investing heavily in infrastructure, as the risk of underspending is perceived to be greater than overspending [9] Future Outlook - If Nvidia's stock is revalued to 45 times forward earnings, it could potentially double in price, reflecting a more normalized valuation based on its growth rates [8] - The expectation is that market sentiment will improve by 2026, which could lead to a recovery in Nvidia's stock price [10]

Core Insights - Nvidia is set to launch an open-source platform for AI agents named 'NemoClaw' to capitalize on the increasing demand for AI tools [1] - The company is actively seeking partnerships with major enterprise software firms such as Salesforce, Cisco, Google, Adobe, and CrowdStrike [2] - The platform is designed to allow companies to deploy AI agents for various tasks, incorporating security and privacy features [3] Partnerships and Collaborations - Nvidia has begun pitching the NemoClaw platform to potential partners, although no official partnerships have been confirmed yet [2][3] - Partners are expected to receive free access to the platform in exchange for contributions to its development [3] Platform Features and Capabilities - The NemoClaw platform will enable companies to utilize AI agents regardless of whether their products are based on Nvidia's chips [4] - Nvidia is focusing on AI agents as the industry shifts from large language models to specialized tools capable of independent reasoning and multi-step task execution [4] - The company has recently released foundational models for AI agents, including Nemotron and Cosmos [4] Expansion of Existing Platforms - Nvidia is enhancing its 'NeMo' platform, which supports clients in managing the entire lifecycle of AI agents, from data curation to optimization [5] - The rise of "claws," or open-source AI tools that operate locally on user machines, is influencing Nvidia's strategy in the AI agent space [5] Industry Context and Competition - The AI agent concept gained traction with OpenClaw, which was acquired by OpenAI earlier this year, highlighting the competitive landscape [6] - Security risks associated with nascent AI tools have been raised, particularly concerning enterprise customers targeted by Nvidia [6] Upcoming Events - Nvidia is preparing for its annual developer conference in San Jose, where it is expected to announce new hardware and software developments [7]

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 ...

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 ...

3 月 10 日，APPSO 中文独家获悉，世界模型研究所/创业公司 AMI 已完成 10.3 亿美元融资，投前估值 35 亿美元。该公司由图灵奖得主、前 Meta 首席 AI 科学家杨立昆 (Yann LeCun) 创办。 AMI全称 Advanced Machine Intelligence「先进机器智能」，以世界模型 (world models) 为主要研发方向，力求开发出能够从真实世界中学习抽象表征的世 界模型。 值得一提的是：谢赛宁，AI 基础研究方面的顶级专家，也是杨立昆的老朋友、学校同事，已经正式加入了 AMI 担任首席科学官。 谢赛宁是视觉表征学习方面的绝对权威，diffusion transformers (DiT) 的共同作者之一。DiT 架构的推出让视觉模型能够和大语言模型一样受益于 Scaling Law。通过用 Transformer 主干结构替代此前沿用十年的 U-Net，谢赛宁等人的工作让复杂、高保真图像/视频模拟得以实现，为 Sora、SeeDance 等顶级视 觉生成模型和工具的推出打下基础。 根据 APPSO 获得的一份融资纪要，AMI 本轮融资将用于支持长期科研、全球范围 ...