伊朗已确定最高领袖的几位候选人，即将从中选出最高领袖。 整理 ｜Kris 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 马云和阿里蚂蚁核心管理层在云谷学校交流AI 建议提高个税起征点至8000或1万，并同步优化税率结构 数百艘油轮被困霍尔木兹海峡 国内金饰价格较 3月3日 跌逾50元/克 苹果公司宣布推出MacBook Neo 全国人大代表、广西贵港市图书馆馆长李燕锋提出，可以制定彩礼限额，并对低彩礼结婚的家庭给予创业、就业上的激励。李 燕锋认为，高额彩礼现象源于人情社会中的攀比、面子心理等原因。"同样是这个地方的，你的彩礼那么多，我的少了，就好像 很没面子，"进而形成"价格内卷"，彩礼越来越高。李燕锋指出，"彩礼"作为中国婚礼习俗中的物质标志，存在不同形式，"有 的地方表面上说不要彩礼，但又必须要有房有车，其实本质一样。"高昂的彩礼，加重了结婚成本，叠加孩子教育成本等因素， 可能让年轻人"望而生畏"。 李燕锋说，不光农村存在"高额彩礼"问题，城市里也存在，当前流行的现象是，为给下一代娶媳妇，不少家长从中年开始就省 吃俭用，开始攒钱。"高额彩礼"的治理讨论多年 ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【伊朗确定最高领袖候选人！以色列：任何新领袖都将成为"清除目标"】 俄罗斯总统普京当地时间3月4日在接受俄媒采访时表示，当前石油、天然气的价格确实在上涨，这是对俄罗斯 能源的限制以及美以对伊朗的侵略等因素叠加导致。而欧盟还要全面禁止从俄罗斯进口管道天然气和液化天然 气。普京说，反正欧盟迟早要禁止进口俄气，不如俄罗斯主动给欧洲"断气"，停止向欧洲市场供应并转向新兴 市场。 此前，伊朗伊斯兰共和国通讯社报道说，伊朗总统、司法总监和确定国家利益委员会选出的一名宪法监护委员 会成员，将组成临时委员会代理行使最高领袖职权。 报道援引伊朗宪法有关规定说："如最高领袖死亡、辞职或被解职，专家会议需尽快推选并任命新的领导人。" 报道说，在代行最高领袖职权期间，如果临时委员会的其中任何人无法履行职责，那么确定国家利益委员会中 的多数宗教法学家将任命他人代替。 伊朗专家会议是负责选举、监督、罢黜伊朗最高领袖的最高权力机构。专家会议选举每8年举行一次，其成员 由选民在宗教法学家中选举产生。 与此同时，以色列发出强硬警告。据新华社此前报 ...

One of the best-performing stocks on Hump Day was from an under-the-radar company that's been plying its trade for almost 160 years. Babcock & Wilcox Enterprises (NYSE: BW), which concentrates on the design and sale of power-generation assets, saw its share price zoom nearly 46% higher that trading session, on news of the start of a new project. A $2.4 billion win Before market open that day, Babcock & Wilcox announced it had received a full notice to proceed with a design-build project with power produ ...

美股行业ETF中，半导体ETF同步涨超2%。 | 超威半导体(AMD) | 202.070 | 5.82% | 0.C | | --- | --- | --- | --- | | AMD.O | | | | | 英特尔(INTEL) | 45.580 | 5.75% | -0.2 | | INTC.O | | | | | 美光科技(MICRO^ | 400.770 | 5.55% | 0.C | | MU.O | | | | | CREDO TECHNOI | 102.540 | 5.39% | -0.1 | | CRDO.O | | | | | 蓝博士半导体 | 92.040 | 5.08% | 0.C | | RMBS.O | | | | | NOVA | 441.620 | 3.85% | 0.2 | | NVMI.O | | | | | ASTERA LABS | 113.770 | 3.62% | 0.0 | | ALAB.O | | | | | 阿斯麦 | 1399.370 | 2.82% | -0.C | | ASML.O | | | | | 拉姆研究(LAM RE | 222.990 | 2. ...

【渶策资本甘剑平购入 1.5 亿港元香港豪宅】 据彭博社报道，中国风险投资公司渶策资本（ Ince Capital ）创始合伙人甘剑平（ JP Gan ）在香港购买 了一套豪华公寓。随着香港房地产市场出现复苏迹象，又一位知名买家加入了购房者的行列。据土地注册处记录显示，甘剑平上个月与妻子斥资 1.48 亿港 元（约合 1900 万美元）在港岛西半山顶级豪宅" The Legacy 天御"购置了一套住宅，正好赶在上周针对高端房产交易的税收上调之前完成了这笔交易。 甘剑平和他的妻子证实了这笔交易。 完整早报音频，请点击标题下方小耳机收听 【大钲资本已与雀巢签约，将收购 BlueBottle 】 据晚点 LatePost ，大钲资本竞得蓝瓶咖啡（ BlueBottleCoffee ），即将和雀巢完成交易。数位知情人 士证实了这一进展。一位接近瑞幸的人士称，大钲买下蓝瓶咖啡全球门店，雀巢将保留蓝瓶的咖啡机和胶囊业务。另一位接近大钲的人士称，目前交易已签 字，尚未完成交割。对此，雀巢表示："不予置评"。（新浪财经） 【沐曦股份一季度营收最高预增 87.26% 】 3 月 4 日晚间，沐曦股份（ 688802 ）披露公告 ...

Group 1 - The main discussion among industry professionals is the impact of AI on job layoffs, with a focus on how this will affect stock prices of companies like Dash [1] - There is anticipation regarding significant actions from Microsoft in the near future, indicating a potential shift in the market landscape [1] - High-paying roles in companies like AWS are seeing employees working harder to retain their positions amidst the layoffs [1] Group 2 - The conversation around AI should shift towards its societal implications, including the potential for heavy taxation on AI-generated revenues and job replacements [3] - There is a growing concern about the future of work and the motivation to continue striving for progress in light of AI advancements [3] - The current job market challenges, particularly in North America, highlight the difficulties faced by individuals and families, emphasizing the need for more opportunities for those in need [3]

Warren Buffett spent 60 years at the helm of Berkshire Hathaway, and during that time, he helped deliver market-beating returns. Over that period, the compounded annual gain surpassed 19% -- that's compared to a little more than 10% for the S&P 500. That's why investors have readily turned to him for investing inspiration. Though Buffett retired from the job at the end of 2025, he remains chairman of the holding company -- so he's still around and likely to share his thoughts on investing from time to ti ...

英伟达CEO黄仁勋周三在摩根士丹利科技、媒体与电信会议上表示，随着OpenAI准备上市，该公司 近期对这家AI初创企业300亿美元的投资"可能是最后一次"。同时，英伟达对OpenAI竞争对手 Anthropic的100亿美元投资亦是如此。 英伟达这笔投资是上周五这家初创公司宣布的1100亿美元融资轮的一部分。该轮融资还包括来自亚 马逊的500亿美元承诺和来自软银的300亿美元承诺。 OpenAI表示，作为协议的一部分，公司在英伟达用于AI数据中心的Vera Rubin系统上，获得了30 亿瓦的专用推理计算能力和20亿瓦的训练计算能力。 编辑 | 七三 ...

Key TakeawaysWTI Crude jumped 2% at the market open as the Saudi Defense Ministry confirmed the interception of three cruise missiles near Al-Kharj, escalating fears of a broader regional war.Netflix (NFLX) officially abandoned its $110 billion pursuit of Warner Bros. Discovery (WBD) after being outbid by a $31-per-share offer from Paramount Skydance.Meta Platforms (META) announced plans to expand its in-house custom chip development for AI training to reduce its multi-billion dollar reliance on Nvidia (NVD ...

Summary of Cadence Design Systems Conference Call Company Overview - **Company**: Cadence Design Systems (NasdaqGS:CDNS) - **Date**: March 04, 2026 - **Speaker**: Anirudh Devgan, CEO Key Industry Insights - **Emulation and AI**: Cadence is positioned in the emulation space, focusing on bridging the "sim-to-real" gap, particularly in Physical AI applications such as chip design, self-driving cars, and robotics [5][39] - **Three Layers of AI**: The CEO describes a "three-layer cake" model: - **Top Layer**: AI and data science algorithms - **Middle Layer**: Ground truth physics and numerical accuracy - **Bottom Layer**: Accelerated compute and data [10][13] - **Physical AI Growth**: The second slice of the cake, Physical AI, is expected to be significant, with applications in cars, drones, and robots [31][39] Financial Performance and Projections - **Core EDA Business Growth**: The company anticipates a growth rate of over 12% for the core EDA business, with a historical growth of 13% last year [155][156] - **Rule of 40 Metric**: The company aims to achieve a Rule of 40 metric in the high fifties, with a goal to crack 60 [160][162] - **EPS Growth**: Last year, EPS grew around 20%, indicating strong profitability alongside revenue growth [159] Product Development and Innovations - **ChipStack Launch**: A new product category that automates the writing of RTL (Register Transfer Language) and test benches, enhancing efficiency in chip design [109][115] - **Hexagon Acquisition**: The acquisition of Hexagon is aimed at improving simulation accuracy for Physical AI, particularly through the integration of their robotic simulator, Adams [57][63] - **Palladium Demand**: Palladium, a tool for hardware and software overlap in chip design, has seen six consecutive years of record growth, driven by the need for faster verification processes [252][259] Market Dynamics - **China Market Outlook**: The company experienced 18% growth in China last year and anticipates continued growth due to a stable environment and increased design activity [195][202] - **IP Business Growth**: The IP segment is experiencing strong growth, supported by improved products and acquisitions, particularly in advanced nodes [131][134] Strategic Positioning - **M&A Strategy**: The company emphasizes the importance of M&A for enhancing capabilities in Physical AI and maintaining a competitive edge in the market [57][176] - **Competition**: While there is competition in the Chinese market, Cadence maintains a strong position in EDA and hardware [205][206] Conclusion - Cadence Design Systems is strategically positioned to leverage advancements in AI and Physical AI, with a focus on enhancing its product offerings and maintaining strong growth in its core EDA and IP businesses. The company is optimistic about future growth driven by innovation, strategic acquisitions, and a robust market presence.