受中东紧张局势持续升级影响，3月3日，日韩股市全线重挫。 其中日经225指数收跌超3%，大跌超1700点； 韩国综合指数跌超6%，盘中触发熔断机制。 此前，韩国股市持续狂飙，截至上周五（伊朗遭袭之前）收盘，年内累计涨幅超48%，牛冠全球。 明星股中，日股 住友制药大跌超19%，三菱材料、东京电子设备跌超7%，丰田汽车、铃木汽车跌超6%，软 银集团跌超1.5%； 韩美半导体、 起亚汽车、现代汽车跌超10%， 大韩航空跌超9%，三星电子、SK海力士 大跌超7%； 记者丨曾静娇 编辑丨江佩霞 | W | | 伦敦银现 | | | | | --- | --- | --- | --- | --- | --- | | | | SPTAGUSDOZ.IDC | | | | | 85.400 | 昨结 | 89.263 | 总量 | | 0 | | -3.863 | -4.33% 开盘 | 89.332 | 现手 | | 0 | | 最高价 | 91.340 持 仓 | 0 | 会 물 | | 0 | | 最低价 | 85.224 增 仓 | 0 | 内 當 | | 0 | | 分时 | モ日 目K | 園K | 月K | ...

以下文章来源于东四十条资本 ，作者韦香惠 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 将投中网设为"星标⭐"，第一时间收获最新推送 "AI是否过热"不断被反复讨论。 作者丨 韦香惠 来源丨 东四十条资本 宣布新一轮融资不到一个月的时间，美国AI芯片超级独角兽Cerebras再次被传出IPO计划。据外媒报道，该公司一直在与潜在投资者会面，上市最早可 能在今年4月进行。 今年2月初，Cerebras通过一轮私募融资筹集了约10亿美元，包括新投资，使公司估值达到230亿美元。按此计算，Cerebras已经超过不久前被英伟 达以200亿美元收购的Groq。 成立不到三年的AGI投资基金3C AGI Partners（以下简称"3C"），是少数同时押注Cerebras与Groq的机构之一。创始人王康曼认为，从数字上看， 市场确实在讨论Cerebras的IPO估值可能高于Groq被英伟达收购的大致水平，但两者逻辑不同。Groq更像被并入GPU帝国的"关键模块"，Cerebras 更像一家具备完整系统与商业闭环的"独立基础设施平台"，估值反映的是长期自由 ...

整理 | 华卫 昨日，Anthropic 旗下聊天机器人 Claude 及其编程平台 Claude Code 出现服务中断。该初创公司表 示，过去一周其服务遭遇了前所未有的需求高峰，公司正全力应对。 据服务监测网站 Downdetector 数据，其故障高峰期有近 2000 名用户报告 Claude AI 服务异常。 Anthropic 通过 WhatsApp 发表声明称，claude.ai 官网及公司旗下应用等面向消费者的服务端口均已 下线，而将 Claude AI 模型集成至自有系统的企业客户则未受影响。 10 小时内， Claude 连续崩了四次 对于 Claude 和 Anthropic 来说，这次中断发生在一个敏感时期。Anthropic 在声明中表示："过去一 周 Claude 需求激增，我们正努力恢复服务，感谢所有人的耐心等待。" 被"封杀"后夺榜首，用户量激增 昨晚至今， Claude 接连发生了四次严重的全球性技术故障。 根据 Claude 官方状态页面显示，首次故障于北京时间 3 月 2 日 19:49 开始，当时公司排查发现 claude.ai 官网、开发者控制台以及 Claude Co ...

Core Viewpoint - PayPay, operated by SoftBank Group, is planning a U.S. initial public offering (IPO) which could significantly enhance SoftBank's financial resources as it invests heavily in artificial intelligence [1] Group 1 - The IPO of PayPay is expected to provide a substantial influx of capital for SoftBank Group [1] - SoftBank Group is currently investing billions into artificial intelligence, indicating a strategic focus on this sector [1]

Core Insights - The automotive industry's shift towards "intelligentization" is accelerating, particularly in the chip sector, as evidenced by NIO's announcement of a successful financing round for its chip subsidiary, Anhui Shenji Technology Co., Ltd, raising over 2.2 billion RMB with a post-investment valuation nearing 10 billion RMB [1][11] - The financing round attracted a mix of local state-owned enterprises and industry capital, indicating strong confidence in the semiconductor sector and NIO's strategic direction in autonomous driving and embodied intelligence [1][2] - NIO retains a 62.7% stake in Anhui Shenji, while external investors hold 27.3%, with 10% allocated for management incentives, allowing NIO to maintain control over core technologies while alleviating financial pressure [1][3] Company Developments - Anhui Shenji's financing comes at a pivotal moment as the global supply chain is being reshaped and AI technology is rapidly advancing, positioning car-mounted chips as strategic assets for automakers [2][6] - The "Shenji NX9031" chip, the world's first mass-produced 5nm automotive-grade high-performance driving chip, exemplifies NIO's commitment to self-research and development, avoiding reliance on ARM's public licenses [3][4] - The NX9031 chip features over 50 billion transistors, a 32-core CPU architecture, and a self-developed ISP capable of processing 6.5G pixels per second, providing significant cost advantages and performance improvements for NIO vehicles [4][5] Industry Trends - The automotive industry is undergoing a transformation where AI capabilities and chip performance are becoming the core competitive advantages, moving beyond traditional vehicle components [8][9] - Major players in the automotive sector, including Xpeng and Li Auto, are also investing heavily in chip development, indicating a broader industry trend towards self-reliance in AI technology [7][10] - The successful financing of Anhui Shenji reflects a revaluation of technology investments in the automotive sector, highlighting the strong market demand for advanced semiconductor capabilities [11]

Group 1 - PayPay, Japan's leading mobile payment app, has postponed its U.S. IPO due to market volatility and recent conflicts in the Middle East [1] - The company aimed for a valuation of at least ¥1.5 trillion ($10 billion) and was planning to release its IPO price range on March 2 [1] - PayPay was founded in 2018 as a joint venture between SoftBank and Yahoo Japan, with technical collaboration from India's Paytm [2] Group 2 - The tech IPO market in 2026 began with high expectations, but several companies have delayed or withdrawn their listings due to a sell-off in software stocks [3] - Concerns about AI potentially rendering traditional software obsolete have contributed to market instability [3] - Public investors are still anticipating three potential "mega-IPOs" in 2026: SpaceX, OpenAI, and Anthropic, despite the current standstill in smaller listings [4]

By Arasu Kannagi Basil and Manya Saini March 2 (Reuters) - SoftBank's PayPay is targeting a valuation of up to $13.4 billion in its U.S. initial public offering, pressing ahead despite volatile markets in what ‌could be among the largest U.S. listings by a Japanese firm. The U.S. IPO market has started ‌the year on shaky footing, with market swings prompting some companies to delay flotation plans. Analysts said a strong PayPay debut could help ​lift investor confidence despite the turbulence. The Jap ...

PayPay, backer aim to raise roughly $1.1 billion in US IPO | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]PayPay's logo is on display at an event in Tokyo, Japan, September 16, 2025. REUTERS/Miho Uranaka [Purchase Licensing Rights, opens new tab]March 2 (Reuters) - PayPay and a selling shareholder are aiming to raise as much as $1.1 billion in an initial public offering in the United States, the SoftBank-backed Japanese payments a ...

SoftBank's PayPay has delayed its highly anticipated IPO roadshow that was scheduled to launch Monday as markets were rattled by this weekend's attack on Iran, according to two people familiar with t... ...

证券研究报告|投资策略周报 [Table_Date] 2026 年 3 月 2 日 [Table_Title] OpenAI 再获千亿美元融资，泡泡玛特加速推出新 IP [Table_Title2] 海外周观点 [Table_Summary] 核心内容: ► Claude 被美政府封杀后，登顶 APP Store 下载榜 据财联社，特朗普政府最新下令，要求联邦机构及与 军方合作的承包商停止与 Anthropic 公司开展业务往 来。此前，Anthropic 公司拒绝了五角大楼的要求， 不允许军方在无任何限制的情况下使用其人工智能技 术。与此同时， OpenAI 迅速补位，官宣与五角大楼达 成协议。根据 Sensor Tower 数据显示，周六（2 月 28 日 ） Claude 登 顶 App Atore 下 载 榜 ， 前 三 名为 Claude、ChatGPT、Gemini。Anthropic 坚守两条红 线：不进行大规模监视、不开发自主武器。此做法受 到民众的认同，收获了一波流量红利，许多网民通过 下载、订阅表示对 Claude 的支持。 ► OpenAI：再获千亿美元融资 2 月 27 日，OpenA ...