The CNBC app, global market news in one place. Customizable sections and personalized alerts. Stocks tracking, interactive charts and market insights, all in your hands.Stay connected. Stay informed. Download the CNBC app today.Welcome to Squawkbox Europe fun show with Steve Cedric and Ben Bulos. These are your headlines. AI jitters loom over another blockbuster set of results from Nvidia while Salesforce shares come under pressure after its revenue forecast comes in below analyst estimates.Both Jensen Wang ...

-27 8 e 篇章宣 "数智海珠"大放异彩 瑞 ffill a t a lo 777952 一边是DeepSeek的"冷淡"引发全网热议。这个曾在去年春节破圈的国产之光，在今年春节完成了技术迭代，但用户却发现，那个曾经细腻共情的"知心伙 伴"不见了，取而代之的是极致精简、拒绝在"废话"上浪费token的"理性机器"。 另一边，则是互联网大厂们掀起的全民AI热潮。阿里豪掷30亿元请全国人民喝"AI奶茶"，让智能体直接介入从下单到支付的真实消费闭环；字节跳动的 Seedance 2.0以电影级视频生成能力席卷创作圈，连马斯克都为之侧目；腾讯元宝、百度文心的"抢红包"大战一浪高过一浪，将AI助手嵌入到社交与搜索的 每一个缝隙…… 这些现象恰恰揭示了一个深刻的行业真相：2026年的春天，人工智能已正式跨越了"技术炫技"的鸿沟，进入深度分工与产业落地的"重估期"。DeepSeek们 的"冷"，是在算法底层死磕推理极限，探索智能的边界；大厂们的"热"，则是将AI转化为奶茶、红包、短视频等触手可及的消费体验，让技术真正扩散至社 会机体的每一个细胞。 人工智能不再是单一的模型竞赛，而是转向一场将技术真正嵌入千行百业、融入真 ...

Asian stocks advanced on Thursday as Nvidia's earnings results quelled fears over massive AI spending and AI-driven disruption. The AI bellwether posted record Q4 results with total revenue of $68 billion, led by a record data-center quarter of $62 billion, driven by the Blackwell and Blackwell Ultra ramp.The dollar edged lower in Asian trade, while gold advanced on safe-haven demand and oil prices hovered near seven-month highs as investors waited for any news on the third round of nuclear talks between t ...

Market Analysis by covering: NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

Market Sentiment - Nasdaq futures are down slightly, indicating a cautious market sentiment following recent earnings reports [1] - There is a noticeable shift in focus away from NVIDIA's earnings, suggesting a broader market conversation has evolved [2] Economic Outlook - The current situation in Asia is characterized as a productivity boom, with expectations that companies will achieve more with the same workforce [4] - Despite some companies potentially reducing their workforce, the overall outlook suggests a wealth boom, which is viewed as a bullish indicator for the year [5] Japan's Economic Policy - The Bank of Japan is facing pressure to normalize its monetary policy, with discussions around potential interest rate hikes [6][9] - Japan's economy is described as low growth with a significant debt burden, leading to negative real yields, which diminishes the attractiveness of the yen [8][9] Geopolitical Factors - The geopolitical situation, particularly regarding Iran, is influencing commodity markets, with oil prices being closely monitored [10][11] - An upcoming OPEC+ meeting is expected to bring attention back to oil supply dynamics, particularly in light of geopolitical tensions [10]

导语 下载榜排名能否转化为超级入口仍是未知数。 伴随春节假期的结束，投入数十亿资金鏖战的"国产大模型春节战"告一段落。 大战期间，字节豆包、阿里千问、蚂蚁阿福、腾讯元宝轮流登顶App Store免费下载榜。截至2月25日，豆包维持第一位，千问第二，蚂蚁阿福跌至第六， 元宝跌至第十八。 从目前的排名情况来看，豆包与千问，字节跳动与阿里巴巴，守住了大模型时代的入口级位置。蚂蚁阿福与元宝跌出核心阵营，标志其该轮冲刺未能成功 晋级。 大洋彼岸的硅谷，大模型厂商在侧重模型性能提升的同时，开始追求务实，全面布局算力生态网络。中美厂商当下不同路径的选择，核心基于商业化发展 成熟度不同。中国SaaS付费习惯尚未全面养成，企业服务市场体量相对有限，巨头们看到的"最大蛋糕"依然是C端流量，即超级App的入口价值。 但需警惕的是，投入数十亿元烧出的下载榜排名能否转化为超级入口，积累的用户数据能否持续推动模型训练性能提升，仍是未知数。 来源：七麦数据 价值数十亿的小规模战役 整个"国产大模型春节战"并未出现一声明确的发令枪响，而是分阶段逐渐升温的过程。 1月25日，百度文心助手率先宣布投入 5 亿元，开启春节AI红包活动；1月27日 ...

Core Viewpoint - Nvidia has not yet recovered its sales in China despite some easing of U.S. restrictions, and the company is concerned about increasing competition from Chinese rivals [1][2]. Group 1: Sales and Revenue - Nvidia's CFO stated that while small amounts of H200 semiconductor products were approved for China, the company has not generated any revenue from these sales [1]. - China previously accounted for at least 20% of Nvidia's data center revenue [2]. - Sales have stalled due to security scrutiny in both the U.S. and China, despite efforts from Nvidia's CEO to lobby for better conditions [5]. Group 2: Competition and Market Dynamics - Rising competition from Chinese companies is a significant concern for Nvidia, as these competitors are making progress and could disrupt the global AI industry in the long term [6]. - Recent IPOs of Chinese AI chipmakers and language model developers have led to increased expectations that they could serve as alternatives to U.S. technology, resulting in stock surges for companies like MiniMax and Moore Threads [7]. - Although Chinese AI companies are slightly behind the U.S. in capabilities, their products are generally much cheaper [8]. Group 3: Future Outlook - Analysts suggest that there could be a scenario where a majority of the global population relies on a Chinese tech stack within the next five to ten years [9].

2月26日，摩尔线程官微宣布已在AI训推一体全功能GPU MTT S5000上，完成对阿里三款全新模型的全 方位适配。据介绍，继开源Qwen3.5-397B-A17B之后，阿里宣布开源千问3.5最新三款中等规模模型 Qwen3.5-35B-A3B、Qwen3.5-122B-A10B、Qwen3.5-27B。 ...

Core Insights - HEALWELL AI Inc. has signed its first contract to deliver AI solutions in the Middle East, marking a significant step in its global expansion strategy [1][11] - The company is experiencing continued commercial momentum and adoption of its AI solutions across healthcare systems in North America and now the Middle East [2][4] Global Expansion - Active deployments of HEALWELL's AI solutions now span Canada, the United States, and the Middle East, establishing contracted revenue across multiple healthcare systems [2][11] - The recent success outside of North America validates HEALWELL's strategy of integrating clinically validated AI technology into healthcare software relationships [4][11] AI Solutions Deployment - HEALWELL is deploying core AI solutions such as SMART Identify, SMART Search, and SMART Summary across various healthcare systems, demonstrating platform maturity and scalability [3][12] - The company is embedding AI directly into existing healthcare software and operational workflows, enhancing patient identity management, clinical documentation, and population health analytics [5][11] Leadership Commentary - The CEO of HEALWELL AI highlighted that the last three months have been transformational for the company, emphasizing the success of their strategy in real-time [7] - The company is focused on simplifying its product offerings and building strong momentum for future growth [7] Future Opportunities - HEALWELL reports a growing pipeline of opportunities to expand within existing customers and healthcare systems across multiple regions, including Canada, the United States, Australia, New Zealand, the UK, and the Middle East [6][11]

智通财经记者 | 伍洋宇 智通财经编辑 | 文姝琪 2月26日，近日有报道称上海AI大模型创业公司阶跃星辰考虑在港交所进行IPO，计划筹集约5亿美元（约合人民币34亿元）。 智通财经记者就此向阶跃星辰方面求证，截至发稿对方暂未回应。不过，有多名知情人士对智通财经记者表示，公司确有港股IPO计划。其中一名受访者透 露，该上市计划在阶跃星辰近轮融资期间就对投资者有所表达。 就IPO时间表而言，前述报道援引知情人士消息称，阶跃星辰已就股权出售事宜与潜在顾问进行磋商，发行规模和上市时间尚未敲定，最早或在今年完成上 市。 另有知情人士对智通财经记者表示，公司目标递表时间最快在上半年，不过进程上相对紧凑，下半年递表会是一个更从容的安排。 智谱AI上市首日收盘市值约579亿港元，目前已超2500亿港元，累计涨幅达332%；Minimax上市首日市值达1067亿港元，最新市值同样超过了2500亿港元。 相比仍在一级市场的大模型创企而言，这一数字高达其估值数倍，这意味着投资人此刻进场仍有利可图。 在这一市场情绪下，大模型六小虎中暂未上市的月之暗面和阶跃星辰，都相继传出大规模融资消息。其中，月之暗面接连完成两轮共计12亿美元融资 ...