智通财经APP获悉，在全球金融市场风险上升且美股陷入剧烈波动的背景下，美国国债市场实现一年来的最佳单月 表现。由于美国科技股估值高企、"AI颠覆一切"基调重创软件与数字经济领域以及市场对科技巨头们主导的人工智 能愈发庞大支出不可持续的担忧情绪升温，美债需求再度全线升温也凸显出，投资者们在恐慌时刻仍然将美国国债 视为动荡时期首屈一指的避险资产。 AI颠覆恐慌、特朗普关税不确定性、股市震荡与资金回流美债/黄金/瑞郎的市场脉络，共同构筑起美债市场上行轨 迹的强劲推动力量。在这个月里，其他市场不断闪现警示与危机信号——从人工智能所展现出的史无前例颠覆性且 可能带来通缩效应的现实证据，到地缘政治紧张局势持续升温，再到市场对私人信贷领域隐藏风险的担忧，在这种 金融市场整体风险急剧上升的背景下，交易员们纷纷涌向美国国债。 长期以来具备避险属性的美债市场的结果是——一项跟踪美国国债市场的基准指数2月回报率达到1.5%，有望创下 自去年同期以来的最佳表现。10年及以上的长期限美国国债表现最为亮眼，以价格衡量的投资回报上涨约4%，市场 开始转向长期以来被资金唾弃的长期限美国国债作为抵消负面压力时期的关键避险资产。 这轮美债上涨轨 ...

Core Insights - Kimi, a startup under the company 月之暗面, is set to complete a new financing round exceeding $700 million shortly after raising $500 million, indicating strong investor confidence and rapid growth in the AI sector [1][2] - The latest funding round has valued Kimi at $10 billion to $12 billion, marking the fastest growth to unicorn status (over $10 billion valuation) for a domestic company [2] - Kimi's K2.5 model has generated significant revenue, surpassing its total income for 2025 within just 20 days of launch, driven by a surge in global paid users and API calls, particularly from overseas [2] Financing and Valuation - Kimi's recent financing round was led by existing investors including Alibaba and Tencent, with a total of over $1.2 billion raised in the last two months [2] - The valuation of Kimi has doubled in this new round, breaking the $10 billion mark [2] Product Development and Features - The K2.5 model, launched on January 27, features an innovative Agent swarm capability that allows for parallel processing of up to 1,500 tasks, marking a significant advancement in AI capabilities [3] - Kimi's K2.5 model is described as the most intelligent model to date, supporting multimodal architecture and excelling in various tasks including visual and text inputs [3] Market Position and Competition - Kimi's K2.5 model ranks first among open-source models and fifth overall in independent evaluations, showcasing its competitive edge in the AI landscape [2] - Industry expert 丁道师 expresses a preference for established tech giants like BAT and ByteDance over startups like Kimi, citing their superior resources and capabilities [3][6] Future Strategy - Kimi's strategic focus for 2026 includes enhancing the K3 model's performance and integrating agent products to create unique user experiences, aiming for significant revenue growth [6] - The company plans to leverage token efficiency and long context strategies to optimize its models, positioning itself for future opportunities in various industries [6]

Group 1 - The market is potentially entering a new phase characterized by the reevaluation of crowded "non-traditional" strategies within exchange-traded funds (ETFs) [1] - Investors are currently more interested in real asset themes such as infrastructure and industrial reshoring rather than artificial intelligence [1] - The process of bringing ETFs to market has become mainstream, making it easier for investors to drive new themes based on market conditions [2] Group 2 - There is a tendency for performance chasing in the ETF space, which can lead to themes being played out by the time they reach the market [3] - Despite this, there is no indication that innovation within the ETF space will diminish [3]

46th Annual Health Care Conference on March 2-4, 2026, in Boston, MA29th Annual Scotiabank TMT Conference on March 3-4, 2026, in Toronto, ON38th Annual Roth Conference on March 22-24, 2026, in Dana Point, CAToronto, Ontario--(Newsfile Corp. - February 27, 2026) - HEALWELL AI Inc.(TSX: AIDX) (OTCQX: HWAIF) ("HEALWELL" or the "Company"), a healthcare artificial intelligence company focused on preventative care, is pleased to announce that Dr. Alexander Dobranowski, President of HEALWELL AI, will be participa ...

Core Insights - BCE Inc. will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 3rd, 2026, featuring a fireside chat with CEO Mirko Bibic [1] Company Overview - BCE is recognized as Canada's largest communications company, leading in advanced fibre and wireless networks, enterprise services, and digital media [1] - The company focuses on delivering next-generation technology that utilizes cloud-based and AI-driven solutions to keep customers connected, informed, and entertained [1] Upcoming Events - A live webcast of the conference will be available on BCE's website [1] - BCE's Q4 2025 results and 2026 guidance are scheduled to be announced on February 5, 2026 [1]

INVESTOR PRESENTATION March 2026 101 N. Meridian Tampa, FL 101 N. Meridian Tampa, FL TABLE OF CONTENTS 2 14 3 Reasons to Invest in UDR 4 Recent Updates: 2026 Outlook 6 Corporate Strategy & Value Proposition 8 Operational Excellence 9 Capital Allocation: Investment Analytics 10 Strong, Liquid, Flexible Balance Sheet 11 UDR At A Glance 13 Positive Fundamentals Corporate Governance & Sustainability Leadership Appendix: The Case for Apartment REITs 15 REASONS TO INVEST IN UDR Why UDR Total Return Track Record: ...

Core Insights - Telix Pharmaceuticals Limited has announced a research collaboration with University Hospital Essen to explore the prognostic value of PSMA-PET imaging through artificial intelligence [1][4]. Group 1: Research Collaboration - The PROMISE-PET registry is a multi-center, prospective, observational study aimed at assessing the prognostic value of PSMA-PET imaging and comparing it with established clinical risk scores [2]. - The registry has been collecting data since 2018, standardizing PET readings from over 15,000 patients across more than 50 institutions globally [2]. Group 2: AI and Imaging Technology - The collaboration aims to develop AI-based prediction models for survival using gallium-68 (Ga)-PSMA-11-PET imaging data, leveraging Telix's automated machine learning platform [3]. - PSMA-PET imaging is now considered a standard of care in prostate cancer management, offering greater accuracy than conventional imaging methods [3]. Group 3: Expert Commentary - Wolfgang Fendler, MD, emphasized the importance of Telix's involvement in enhancing risk stratification and informing future clinical guidelines [4]. - Simon Wail from Telix highlighted the significance of accessing a large, standardized PSMA-PET dataset for developing clinically relevant prognostic models [4]. Group 4: Company Overview - Telix Pharmaceuticals is focused on developing therapeutic and diagnostic radiopharmaceuticals, with operations in multiple countries including the U.S., U.K., and Japan [5]. - The company has received approvals for its first-generation PSMA-PET imaging agent, Illuccix®, in various global markets [6].

Core Viewpoint - The article discusses the growing fears and uncertainties surrounding the impact of artificial intelligence on the U.S. economy, workforce, and stock markets, emphasizing the need for investors to focus on fundamental analysis rather than succumbing to AI-related panic [1]. Group 1 - Concerns about AI's effects have led to market volatility, creating confusion among investors [1]. - The article identifies Block as a recent example of a company contributing to AI-related fears, highlighting the broader trend of companies leveraging AI narratives to influence market perceptions [1]. - It stresses the importance of adhering to fundamental investment principles amidst the noise generated by AI discussions [1].

Nvidia shares were falling again early Friday after slumping in the previous session following the AI chip maker's blowout earnings. ...

Core Insights - Nvidia's latest earnings report initially sparked a 5% rally in its stock, but it subsequently fell 5.46%, resulting in a $260 billion loss in market capitalization [1][9][21] - Coreweave, a company backed by Nvidia, reported earnings that fell short of expectations, leading to an 11.38% drop in its stock price, raising concerns about the AI sector's profitability [4][7][9] - The AI industry's road to profitability is under scrutiny, with doubts about demand and the sustainability of investments in AI infrastructure [9][14][18] Nvidia's Performance - Nvidia's stock experienced a significant drop despite reporting strong earnings, highlighting investor concerns about the AI industry's future [1][9] - The company's regulatory filings indicated it has made non-cancellable orders worth billions, raising questions about demand forecasting [13] Coreweave's Situation - Coreweave reported $1.57 billion in revenue, slightly above expectations, but posted a larger-than-expected loss per share, which contributed to its stock decline [7] - The company's guidance for the first quarter was lower than consensus estimates, further exacerbating investor concerns [7] Market Dynamics - The drop in Nvidia's stock is attributed to market mechanics rather than fundamental issues, as it faced an options wall around $200 per share [23] - Analysts suggest that the sell-off may not indicate systemic risk, as major tech companies like Nvidia have strong fundamentals and cash reserves [21][23] AI Industry Concerns - The AI sector faces skepticism due to practices like "AI washing," where traditional products are marketed as AI without significant changes [15][17] - Studies indicate that the impact of AI on productivity may be limited, and there are concerns about the societal implications of AI adoption [18][20] Future Outlook - Despite recent setbacks, the potential for significant breakthroughs in AI remains, as history shows that major advancements can occur unexpectedly [22] - The overall sentiment suggests that the current downturn may be temporary, with a possibility of a renewed rally in Nvidia's stock [23]