Well, I'm going to get up with the financial markets this morning and say three things to them. Firstly, we're extremely confident about the future of Pearson for two reasons. One, that AI is an enormous tailwind for our business. How is your moat protected at this point as you look out into the future. >> Well, the there are two reasons why I feel very strongly about the future for Pearson. The first one is AI as you know is driving a reconfiguration of jobs. uh and every CEO I talked to around the world u ...

Group 1: Dell Technologies - Dell's Infrastructure Solutions revenue grew 73% to $19.6 billion, indicating strong demand for AI servers [1] - The company disclosed a $43 billion AI server backlog, providing visibility into future revenue growth [1] - CEO Jeff Clarke expressed confidence in the company's ability to convert AI demand into sustainable revenue, with a focus on maintaining margins as AI server sales increase [1] Group 2: Intuit - Intuit reported Q2 revenue of $4.651 billion, exceeding the consensus estimate of $4.532 billion by 2.62%, and non-GAAP EPS of $4.15, surpassing the estimate of $3.68 by nearly 13% [1] - Despite strong Q2 results, Intuit's Q3 non-GAAP EPS guidance of $12.45 to $12.51 fell short of the consensus estimate of $12.97, leading to a decline in share price [1] - The Online Ecosystem segment grew 21%, driven by QuickBooks Online, but overall guidance for the full year was reiterated at levels slightly below analyst expectations [1]

本周科创板系列指数集体收涨，其中科创200指数上涨4.0%，科创成长指数、科创综指均上涨2.2%，科创100指数上涨 1.3%，科创50指数上涨1.2%。 2月27日，上海证券交易所与中证指数有限公司决定调整科创50指数样本，调入国盾量子、中科飞测、中科星图，调出君 实生物、萤石网络、天能股份，此次调整于2026年3月13日收市后生效。 | | 上证科创板 | 上证科创板 | 上证科创板 | 上证科创板 | 上证科创板 | | --- | --- | --- | --- | --- | --- | | | 50成份指数 | 100指数 | 200指数 | 综合指数 | 成长指数 | | 本周涨跌幅 | 1.2% | 1. 3% | 4. 0% | 2.2% | 2.2% | | 指数 滚动 市盘率 | 175. 6倍 | 192. 4倍 | 316. 7倍 | 220.9倍 | 163.2倍 | | 滚动市盘率 | 96.9% | 2023年8月 | 2024年8月 | 2025年1月 | 2022年11月 | | 分位 | | 7日发布 | 20日发布 | 20日发布 | 4日发布 | | 跟踪该指数 | ...

记者丨刘雪莹 编辑丨曾静娇 刚刚，两大AI芯片牛股寒武纪、摩尔线程发布最新财报，双双营收大增，摩尔线程净利仍然亏损但幅度收窄。 2月27日，寒武纪发布业绩快报，报告期内公司实现营业收入64.97亿元，同比增长453.21%，归属于母公司所有者的净 利润为20.59亿元，同比扭亏为盈。 报告期内，受益于人工智能行业算力需求的持续攀升，公司凭借产品的优异竞争力持续拓展市场，积极推动人工智能应 用场景落地，使得本期收入规模较上年同期大幅增长。 二级市场上，27日寒武纪股价一度冲高，最终收涨0.79%，以成交额143.22亿元排科创股板块第一。而26日受英伟达财 报提振，寒武纪大涨近8%。 摩尔线程去年亏损超10亿 | 長告期 | 上年同期 | 增减变动幅 | | --- | --- | --- | | | | 度(%) | | 96,198.68 | 1,174,464,377.35 | 453.21 | | 390,034.78 | -455,745,242.97 | 不适用 | | 281 570 25 455 760 055 47 不活田 | | | | 12 11 11 | J-1M FI VAT | Ho ...

Group 1: Paramount and Warner Bros. Acquisition - Paramount Skydance (PSKY) wins the bidding war for Warner Bros. Discovery (WBD) as Netflix (NFLX) decides not to raise its bid, deeming the revised offer from Paramount as "superior" [3] - The final purchase price from Paramount is $31.00 per share in cash, which values Warner Bros. at approximately $108 billion, reflecting a one-dollar increase from its previous bid [3] - Warner Bros. Discovery is contractually obligated to pay Netflix a breakup fee of $2.8 billion due to the termination of the original deal [4] Group 2: Anthropic and Pentagon Negotiations - Anthropic (ANTHRO) refuses the Pentagon's demand for unrestricted access to its AI models, stating that it cannot allow its technology to be used in all lawful cases without limitations [5] - The Pentagon has threatened to label Anthropic as a "supply chain risk" and may invoke the Defense Production Act to enforce compliance with its demands [7] - Anthropic signed a $200 million contract with the Department of Defense in July, becoming the first lab to deploy its models in classified mission workflows [8] Group 3: Burger King Whopper Update - Burger King is refreshing its iconic Whopper for the first time in nearly a decade, introducing a more premium bun and better-tasting mayo while maintaining the same beef and toppings [9][10] - The new Whopper will be served in a box instead of a wrapper to ensure quality upon delivery, reflecting changes made based on customer feedback [10] - Restaurant Brands International (QSR) announced the upgraded Whopper at its Investor Day event, with QSR shares closing up 3.3% [10]

Core Insights - Stacey Caywood has officially taken over as CEO of Wolters Kluwer, succeeding Nancy McKinstry, with a focus on AI investment and partnerships to drive growth [1][3] Company Overview - Wolters Kluwer is a global leader in information solutions, software, and services for professionals in various sectors including healthcare, tax, legal, and corporate performance [4] - The company reported annual revenues of €6.1 billion for 2025 and operates in over 180 countries with approximately 21,100 employees [5] Leadership and Strategy - Stacey Caywood has a proven track record in transforming and growing businesses at Wolters Kluwer, particularly in her previous roles in Legal & Regulatory and Health divisions [2] - The new CEO aims to accelerate AI-powered innovation across the company's portfolio, leveraging trusted content and domain expertise to enhance decision-making for professionals [3] - The near-term agenda includes expanding AI capabilities, developing partnerships, and strengthening commercial capabilities to drive growth [3]

2月26日，马年正月初十，广州开发区、黄埔区"新春第一会"会场内，广州开发区党工委黄埔区委副书 记、区长冼银崧戴着仅35克的智能眼镜走上台，用眼神翻页完成了脱稿演讲。 这款被誉为"下一代移动智能终端"的AI眼镜，由本土企业研发制造，背后串联着50多个核心零部件、超 30家制造商与服务商，勾勒出一条完整的产业协作链条。 但比这副眼镜更值得追问的是：当人工智能浪潮席卷而来，一个工业大区究竟需要什么，才能让这场变 革真正惠及企业？冼银崧给出的答案是——"资金无忧、算力无虑、场景无界、市场无限"。 这四个"无"，就像打开新大门的"四把钥匙。" 广州开发区党工委黄埔区委副书记、区长冼银崧特意佩戴了"黄埔造"的全球首款可全天候佩戴的智能眼 镜上台发言，向现场嘉宾推荐黄埔产品。通讯员 李剑锋 摄 算力的"平民化实验" "人工智能烧钱，烧得最多的就是算力。"会场外，一位企业负责人私下感慨。这是不争的事实。 AI大模型的训练成本动辄千万，对绝大多数中小企业而言，这是一道很难跨越的门槛。算力被称为AI 时代的"水电煤"，但问题是，水电煤的价格应该是普惠的，而算力还很贵。 黄埔的解法很直接：既然算力是新基建，那就把它当作基建来建— ...

Core Insights - The AI competition during the recent Spring Festival has significantly transformed social interactions, with major companies investing heavily to capture market share and educate users about AI [1][2][3] - The total investment from major players like Tencent, Alibaba, ByteDance, and Baidu exceeded 5 billion yuan, surpassing previous years' spending on similar promotional activities [1][2] Group 1: User Engagement and Market Dynamics - The engagement on social media platforms surged, with over 371 trending topics related to AI models on Weibo, accumulating 12.7 billion views and nearly 26.9 million interactions during the festival [1] - The rapid adoption of AI applications was evident, with significant increases in app downloads and user activity, such as the "Yuanbao" app reaching a peak of 1.2 billion in WeChat index within hours of its launch [3][5] - The competition among major players led to a dramatic increase in daily active users (DAU), with "Doubao" achieving 145 million, "Qianwen" at 73.5 million, and "Yuanbao" at 40.5 million during the festival [11] Group 2: Competitive Strategies and Outcomes - Companies aimed to replicate the success of past mobile payment wars by heavily subsidizing user acquisition, but the challenge remains whether these users will continue to engage post-subsidy [2][21] - "Qianwen" emerged as a dark horse, experiencing a 940% increase in user participation after launching its "Spring Festival Treat Plan," which significantly boosted its DAU [15][16] - "Doubao" maintained its lead due to effective marketing strategies, leveraging its parent company ByteDance's ecosystem for user acquisition and retention [15][16] Group 3: Industry Trends and Future Outlook - The AI industry is witnessing a clear bifurcation, with large companies focusing on user engagement and ecosystem integration, while smaller firms concentrate on technological advancements and B2B services [22][23] - The competition is expected to shift from casual interactions to solving real user needs, as companies like "Qianwen" and "Antifor" integrate AI into practical applications like e-commerce and health services [23][25] - The high operational costs associated with AI applications pose a challenge for sustainability, as the industry grapples with the balance between user growth and profitability [25]

Core Insights - Dell has reported record annual revenue of $113.5 billion, marking a 19% increase for the financial year ending January 30, indicating a significant growth driven by the AI boom [1][2]. Group 1: Financial Performance - The Infrastructure Solutions Group (ISG) saw a remarkable 40% increase in annual revenue, with projections for continued sales growth into 2027 [2]. - AI-optimized server sales are expected to grow by 103%, contributing $50 billion in revenue for the current financial year [2]. - Dell closed over $64 billion in AI-optimized server orders and shipped more than $25 billion throughout the year, entering FY27 with a record backlog of $43 billion [4]. Group 2: Market Response - Dell's shares rose more than 10% in premarket trading following the announcement of these strong results, reflecting positive investor sentiment [2]. - The company has raised product prices across its divisions due to industry-wide shortages of key components, which led to some initial "sticker shock" among customers [4][5]. Group 3: Operational Changes - Dell has undergone significant operational restructuring, including a reduction of 25,000 staff members over the last two years, representing an almost 20% decrease [8]. - The company is preparing for a major overhaul of its internal systems, which is expected to be the "biggest transformation in company history" [9].

Group 1: AI Disruption and Market Sentiment - The potential for artificial intelligence (AI) to disrupt various business sectors is causing volatility in the U.S. stock market, with investors seeking insights into its economic impact [1][12] - Concerns about AI's disruptive nature have led to declines in stock prices in industries such as software, wealth management, and real estate services, as investors debate which companies will benefit or suffer from AI advancements [2][3] - Nvidia's quarterly report, a key player in the AI space, did not alleviate market concerns, resulting in a more than 5% drop in its shares, reflecting investor anxiety over the returns from significant investments in data centers [3] Group 2: Economic Data and Job Market Insights - The upcoming U.S. jobs report for February is anticipated to show an increase of 60,000 jobs, following a strong January report that added 130,000 jobs and reduced the unemployment rate to 4.3% [5][6] - There are concerns that the robust January jobs data may be an anomaly, with some analysts highlighting a weak job market in 2025, raising questions about future employment trends [6] - Investors are closely monitoring the jobs report for indications of when the Federal Reserve may cut interest rates, with expectations suggesting a potential reduction in June or July [7][8] Group 3: Earnings Reports and Economic Indicators - The earnings season is concluding, with Broadcom and major retailers like Best Buy and Target set to report their quarterly results [10][11] - Other economic indicators, including manufacturing and services sector activity, are also due for release, which will provide further context for market performance [11]