European gas inventories are below seasonal norms, making the continent particularly vulnerable to any prolonged interruption to Middle East supplies, as it will need to import large volumes of LNG over the summer to refill storage ahead of next winter.LNG tankers had already largely stopped transiting the Strait of Hormuz, the narrow waterway at the mouth of the Persian Gulf through which a significant share of global fuel flows, before the facility shutdown compounded the disruption.Ras Laffan supplies ar ...

以下文章来源于融中财经 ，作者吕敬之 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研究服务、专家咨询、投资 顾问等业务，为政府、企业、投资机构提供一站式专业服务。 这回真裁到大动脉了。 文 ｜ 吕敬之 编辑 ｜ 吾人 来源｜ 融中财经（ID：thecapital） 封面来源 ｜ Unsplash 第一批用 AI 代替人力的公司，已经开始后悔了。 在过去两年里，有一批科技公司走在了所有人前面。它们不只是采购 AI 工具、试点 AI 流程，而是直接用 AI 替换掉真实的人——裁掉销售、裁掉客服、 裁掉内容团队，然后向投资者讲述一个利润率改善、效率跃升的动人故事。 Salesforce 是这批公司里最有代表性的那一个。这家全球最大的 CRM 软件公司，由创始人 Marc Benioff 亲自站台布道，高调宣称 AI Agent 将终结传统客 服模式，并以此为由，在 2023 年至 2025 年间持续裁减数以千计的一线员工。与此同时， Benioff 在各种公开场合把他们公司押注的 AI 旗舰产品 Agentforce 描述成一场革命的开 ...

bit, but it pales in comparison to the RSPA ETF's 9.34% annual distribution rate (i.e., yield).So again, we're achieving more than twice the yield of Treasury bonds with the Invesco S&P 500 Equal Weight Income Advantage ETF. Between the monthly payouts, the balanced exposure to hundreds of stocks, and the fabulous yield, you may find it impossible to resist the RSPA ETF.## Featured ReadsOur top personal finance- related articles today. Your wallet will thank you later.[David Beren]| 17 minutes ago## Why Man ...

证券研究报告 汽车 行业定期报告 hyzqdatemark 2026 年 03 月 02 日 投资评级： 看好（维持） 李泽 SAC：S1350525030001 lize@huayuanstock.com 陈佳敏 SAC：S1350525110001 chenjiamin@huayuanstock.com ——汽车行业周报（20260224-20260301） 证券分析师 投资要点： 投资分析意见：我们认为随着全球 AI 资本开支扩张，柴发环节有望直接受益 AIDC 建设需求提升，国产供应链在柴发供不应求的背景下有望实现量价齐升，建议关注： 1）OEM：潍柴重机、苏美达、科泰电源、泰豪科技等；2）发动机：潍柴动力、玉 柴国际、动力新科等；3）核心零部件：银轮股份、天润工业、长源东谷、中原内配、 威孚高科、渤海汽车、三联锻造、艾可蓝等。 风险提示：1）AI 行业进展低于预期；2）技术迭代风险；3）行业竞争加剧；4）市 场需求测算偏差风险等。 请务必仔细阅读正文之后的评级说明和重要声明 柴油发电机组是数据中心关键电源之一。数据中心供电系统通常由"电网+UPS+ 柴油发电机组"组成，柴发用作后备电源，一旦市电失电 ...

正如2007年iPhone的问世、2012年AlexNet在ImageNet竞赛中的胜利，以及2022年ChatGPT的发布一样，分析师和行业代表普遍 认为，人工智能与机器人技术的融合即将迎来一个类似的突破性时刻 。美国乔治城大学安全与新兴技术中心（CSET）于2026年2月正 式发布了由研究员John VerWey撰写的深度智库报告《实体AI：面向政策制定者的AI-机器人技术融合入门指南》（Physical AI: A Primer for Policymakers on AI-Robotics Convergence）。该报告详尽剖析了实体AI的技术生态、底层硬件供应链的现状，以及由这一 新兴领域引发的全球大国竞争与商业市场现实 。 实体AI赋予了机器人、自动驾驶汽车和智能空间等自主系统在真实（物理）世界中感知、理解和执行复杂动作的能力 。然而，将 令人惊叹的实验室演示转化为能够在现实世界中独立导航、成本低廉且可规模化部署的数百万台机器人，其间仍横亘着巨大的技术与 经济鸿沟 。 "21 世纪关键技术 " 关注科技未来发展趋势，研究 21 世纪前沿科技关键技术的需求，和影响。将不定期推荐和发布世界范围重要关 ...

March 2 (Reuters) - The expanding U.S.-Israeli air war against Iran has sparked fresh uncertainty in a region that has attracted billions of dollars of ‌investment commitments as it positioned itself as a global technology and artificial intelligence ‌hub. Countries in the Middle East are investing heavily in artificial intelligence, semiconductor partnerships and cloud computing as ​part of broader transformation plans designed to attract foreign capital and build domestic technology ecosystems. Here ...

Amazon.com Inc. may be a leader in the artificial intelligence race, but investors are increasingly unwilling to pay up for the cost of maintaining that position. Shares of the e-commerce and cloud computing giant plunged 12% in February, their worst month since December 2022, as Wall Street takes an increasingly jaundiced view of the company’s aggressive AI spending plans. Not only are the capital expenditures eating into Amazon’s free cash flow, but market pros are growing impatient about when they’ll p ...

Core Insights - Amazon is investing $50 billion in OpenAI as part of a $110 billion fundraising round, valuing OpenAI at $840 billion, marking a significant move in the AI sector [1][5][7] Group 1: Strategic Positioning - The partnership positions Amazon Web Services (AWS) as a core infrastructure partner for OpenAI, enhancing its competitive stance against Microsoft and Google in the AI landscape [5][8] - Analysts view this investment as a strategic move that keeps Amazon in the AI race, especially after its previous investment in Anthropic, creating a balance against Google [6][10] Group 2: Financial Commitment and Infrastructure - The investment includes an upfront $15 billion, with an additional $35 billion contingent on certain conditions, aimed at co-creating new AI system architecture [7] - OpenAI will expand its existing AWS cloud agreement by $100 billion over 8 years, committing to use 2 gigawatts of AWS Trainium chips [7][14] Group 3: Competitive Dynamics - The partnership raises questions about Amazon's relationship with Anthropic, as the new collaboration with OpenAI introduces competitive tension [10][13] - Amazon's Bedrock platform is expected to benefit from the addition of OpenAI models, potentially making AWS a more attractive option for enterprise AI solutions [11][12] Group 4: Hardware and Custom Silicon Strategy - OpenAI's commitment to deploy 2 gigawatts of Trainium chips serves as a vote of confidence in Amazon's custom silicon strategy, which aims to reduce reliance on Nvidia [14][15] - Increased deployment of Trainium chips is likely to deepen integration between OpenAI's software and AWS infrastructure, securing long-term demand for Amazon's cloud services [15][16]

New research on future of bundling shows Americans turning on monthly streaming bills, calling for rewards for watching and even pay-per-minute TVCAMBRIDGE, United Kingdom, March 02, 2026 (GLOBE NEWSWIRE) -- A quarter of Americans (25%) think streaming services should introduce rewards for binge-watching “streaks”, such as unlocking discounts after streaming a set number of hours or completing a season. That’s according to new research from Bango (AIM: BGO). The finding comes from the newly released “The fu ...

*内容仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。 "当 AI 开始威胁软件本身，科技股的分化，才刚刚开始。" 这句话正在成为 2026 年全球资本市场最冷峻的共识。 站在 2026 年初的节点回望，过去三年的 AI 牛市仿佛一场盛大的幻觉与现实交织的戏剧。 2023 年，我们谈论的是大模型的诞生；2024 年，我们追逐的是算力的稀缺；而到了 2026 年，市场终于开始直面 AI 商业化落地后的残酷真相：技术革命的红利并非均匀分布，它正在 重塑生产关系，甚至颠覆原有的商业逻辑。 2 月以来，纳斯达克综合指数回落逾 4%，AI 相关科技股成为资金撤离的主要方向。但这轮调 整，并非简单的风险偏好下降，而是市场开始重新定价"AI 的受益者与受害者"。这是一场结构 性的切换，标志着 AI 投资从"主题炒作"正式进入"业绩兑现"与"逻辑证伪"并存的深水区。 抛 售 不 是 终 点 ， 而 是 结 构 性 切 换 的 开 始 市场的波动往往隐藏着未来的方向。2026 年初的这波抛售，表面上是对高估值的修正，实质 上是对 AI 产业链价值分配的一次重新洗牌。 【如需和我们交流可扫码添加进社群】 以 ...