Speaking to ET Now, Joshi said HAL’s massive order book provides strong revenue visibility over the next few years, but recent news flow around key tenders and clarifications has temporarily unsettled sentiment.HAL: Strong order book, gradual margin storyHAL currently trades at around 30 times trailing earnings, a valuation Joshi considers expensive in the near term.While revenue growth could compound at a healthy pace due to execution of its large defence order pipeline, margin expansion may not match tha ...

Core Viewpoint - Tesla is investing heavily in growth initiatives like Robotaxi and AI, but the current stock valuation may not justify these investments given the challenges and costs involved [1][2][11]. Group 1: Robotaxi Initiative - The Robotaxi service, launched in June 2025, is an autonomous ride-hailing platform primarily using Model Y vehicles, with plans to incorporate the upcoming Cybercab [4]. - The current stock price reflects expectations of a successful large-scale launch of Robotaxi, suggesting that investors are pricing in not just Tesla's existing business but also its future initiatives [5][11]. - Tesla's roadmap for Robotaxi coverage starts in Austin and will expand to other U.S. metropolitan areas in the first half of 2026 [6]. Group 2: Financial Considerations - Tesla's price-to-earnings ratio is approximately 370, indicating that investors expect significant profit growth from autonomy and software scaling [5][11]. - The company anticipates capital expenditures exceeding $20 billion in 2026, a significant increase from $8.5 billion in 2025, driven by AI initiatives and fleet expansion [8][9]. - The heavy spending required for scaling autonomy, AI infrastructure, and fleet operations poses a risk, as these initiatives may take time to yield profits [10][12]. Group 3: Operational Challenges - Running a ride-hailing network involves complexities such as vehicle maintenance, charging, and fleet management, which are not typical for a software company [7]. - The operational infrastructure needed for Robotaxi may prove more complicated than investors expect, potentially impacting the timeline for profitability [7][12]. - There are risks related to regulation, consumer adoption, and safety performance that could delay the realization of Tesla's ambitious plans [12].

1月14日，北京市中小学校园餐专项整治工作推进现场会在平谷召开，会议聚焦北京"一校一案"推进校 园餐改革，提出2027年底实现北京中小学校内食堂全覆盖的核心目标。与会人员参观了平谷中学智慧食 堂，全面了解从"田园"到"餐桌"整体食安过程管控和全链条溯源闭环管理。正元智慧依托成熟的智慧食 堂解决方案，深度契合北京校园餐改革要求，助力平谷中学打造智慧食堂标杆，提供食材集采溯源、后 厨智能监管、餐线高效运营等全流程技术支撑，以满足校园餐"源头可控、过程可溯、监管有力"的要 求。 依托核心数字化技术，正元智慧（300645.SZ）在"公务餐"改革、"校园餐"监管等领域持续深耕、专业 赋能，多项实践成果获得多项认可。 从政务服务提质到校园服务守护，正元智慧以数字化技术为笔，深耕多场景实践，用专业实力践行企业 责任，持续输出可复制、可推广的技术方案与实践经验，助力高质量发展。 1月22日，《2026年浙江省政府工作报告》正式发布，其中提及"严格落实党政机关习惯过紧日子要求， 全面推行'公务餐'改革，进一步压减'三公'经费和非刚性、非重点项目支出，把有限的财政资金更多用 于促发展、惠民生"。正元智慧是国内"公务餐"改革的技 ...

招股书显示，小鹅通是一家在私域运营领域中领先的产品驱动SaaS解决方案供应商，赋能企业构建、运 营并扩展其去中心化电商基础设施。公司基于云端的一站式解决方案包括电商、数字化营销及CRM三 大模块，将私域运营从流量转化到客户关系管理、从营销到交易促成等全生命周期环节无缝整合为统一 系统。通过消除传统工具的低效与割裂，赋能企业以可扩展、数据驱动且高效的方式进行产品营销与交 易。 智通财经APP获悉，Xiaoe Inc.(简称：小鹅通)于2025年8月22日所递交的港股招股书满6个月，于2026年 2月22日失效，递表时中金公司为其独家保荐人。 根据灼识咨询报告，以2024年的收益计算，公司位列中国交互型私域运营解决方案供应商第一名，私域 运营解决方案供应商前三名。根据同一资料来源，以收益衡量，公司亦是往绩记录期间内中国前五大私 域运营解决方案供应商中增长最快的。 ...

2026.02.24 本文字数：930，阅读时长大约1.5分钟 作者 |第一财经 樊志菁 周一美股盘中，IBM股价从近4.5%的跌幅迅速扩大至两位数，成为人工智能技术飞速发展的最新"受害 者"。截至收盘，IBM股价报223.35美元，跌幅13.15%。 如今大量交易系统仍在依靠COBOL运行，包括支付处理和零售交易系统，这使其成为具备成本优势的 AI技术的重点颠覆目标。 据估算，COBOL处理着美国95%的ATM交易。"每天有数千亿行COBOL代码在生产环境中运行，支撑 着金融、航空和政府部门的关键系统。尽管如此，真正理解这门语言的人却逐年减少。"Anthropic 的博 客文章称，"AI非常擅长简化那些曾让COBOL现代化改造成本高得离谱的工作。" Claude Code 可以帮助实现COBOL代码库现代化：它能梳理数千行代码之间的依赖关系、生成工作流程 文档，并识别出 "人类分析师需要数月才能发现"的风险。"遗留代码现代化改造之所以停滞多年，是因 为理解旧代码的成本比重写代码还要高。而AI彻底扭转了这一局面。"博客文章表示。 IBM也成为最近因AI颠覆担忧而下跌的个股。近几周此类担忧已令投资者不安，并催生 ...

IBM 在 COBOL 领域的主导地位，也是其基础设施与咨询业务增长的关键支柱。该公司为 COBOL 系统 提供核心 IT 基础设施的 Z 大型机业务，第四季度同比增长 48%，创下 20 年来最高营收纪录。 IT之家 2 月 24 日消息，IBM 成为最新一家股票遭遇重挫的大型科技企业，其股价大跌可归因于市场对 人工智能新功能的担忧。 COBOL 支撑着银行、旅游、保险及政府等关键领域的众多日常交易。据 Anthropic 的博客文章介绍， 这门 1960 年首次推出的编程语言，支撑着美国 95% 的 ATM 交易。长期以来，COBOL 系统现代化改 造流程复杂且成本高昂，这曾是 IBM 利润丰厚的"护城河"。但 Anthropic 此次最新公告，让 IBM 这部 分业务前景蒙上阴影。 这家人工智能公司在博客中表示，Claude Code 能够"梳理数千行代码之间的依赖关系"，并识别出人类 团队需要数月才能发现的风险。"借助人工智能，企业团队可在数月而非数年内完成 COBOL 代码库的 现代化改造。"Anthropic 写道。 在此之前，IBM 一直被视为人工智能领域的低调赢家，截至 2025 年底，其生成 ...

LAS VEGAS--(BUSINESS WIRE)--Strategy (formerly MicroStrategy) officially opened Strategy World 2026 today at The Wynn Las Vegas, welcoming a global audience of executives and data pioneers to the year's definitive summit on Digital Sovereignty. Running through February 26, the event—held alongside the sixth annual Bitcoin for Corporations—is designed to bridge the gap between enterprise AI and corporate treasury. From visionary keynotes to hands-on technology showcases, Strategy World 2026 is w. ...

JERSEY CITY, NJ / ACCESS Newswire / February 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced that CFO & COO Tamar Rapaport-Dagim will speak at the Morgan Stanley Technology, Media & Telecom Investor Conference on March 4 at 1:05 pm PT. The live webcast will be available at https://investors.amdocs.com/ and a replay will be available at the same address. ...

The S&P 500 (NYSE:SPY) could plunge to 3,500 by 2028 if the AI revolution succeeds too well, according to a chilling “pre-mortem” scenario released by Citrini Research. The firm warns that a “Global Intelligence Crisis” is forming, where rampant productivity gains flow solely to compute owners like Nvidia (NASDAQ:NVDA) , leaving the consumer economy to collapse under the weight of mass white-collar unemployment.How Too Much Intelligence Could Kill The MarketThe analysts describe a terrifying “negative feedb ...

每经AI快讯，2月23日，标准普尔500软件与服务指数跌至10个月低点，最新跌幅为3%。 （文章来源：每日经济新闻） ...