整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【英伟达押注下一个万亿级机遇 入局 AI 服务器系统】 当地时间 16 日，美国芯片制造商——英伟达公司年度开发者大会，在美国加利福尼亚州圣何 塞开幕，并将一直持续到 19 日。当天，英伟达首席执行官黄仁勋发表了约两个半小时的主题 演讲，称到 2027 年底，公司旗下新一代 AI 加速芯片将至少创收 1 万亿美元。 在百度 AI DAY 活动上，百度正式发布"家用小龙虾"——小度龙虾，据悉，该产品将 OpenClaw 复杂任务能力引入家庭空间。 【阿里发布全球首个企业级 Agent 平台"悟空"】 阿里巴巴发布全球首个企业级 AI 原生工作平台"悟空"，让每个团队、每家公司，都能拥有一 支 24h 工作的"龙虾军团"。据了解，悟空是一款独立应用，即日起开启邀测，也将直接内置 到超 2000 万企业组织的钉钉之中。 此外，英伟达首席执行官黄仁勋表示， AI 推理市场拐点已经到来 ...

3月17日，金融界财经早餐，宏观政策、资本市场、行业板块、公司个股资讯一览： 一、今日财经资讯 1、国务院总理李强3月16日主持召开国务院第十一次全体会议。李强指出，关于今年和"十五五"经济社会 发展工作，一是纵深推进全国统一大市场建设，二是积极谋划推动服务业扩能提质，三是加快发展新一代 智能制造，四是系统推进重大基础设施网络建设，五是更大力度投资于人、服务于民生，六是更好应对新 形势下的外部冲击挑战。 2、中国商务部国际贸易谈判代表兼副部长李成钢16日说，过去的一天半时间，中美双方团队进行了深 入、坦诚、建设性的磋商。通过这次的磋商，双方已经就一些议题取得了初步共识，下一步我们将继续保 持磋商进程。此外李成钢说，中方对美方单边的301调查的立场是一贯的，我们反对这种单边的调查。我 们对这些调查的可能结果对来之不易的中美稳定的经贸关系可能造成的干扰和破坏表示担忧。 3、3月16日，工业和信息化部召开干部大会。会议强调，培育壮大新兴产业和未来产业，打造集成电路、 航空航天、生物医药等新兴支柱产业，推动建立未来产业投入增长和风险分担机制。适度超前布局建设 5G、智算等新型信息基础设施，打造"5G+工业互联网"升级 ...

Market Overview - The current market structure is challenging, with a significant week ahead due to the Federal Reserve's announcements and Nvidia's GTC event [2][4] - Oil prices are experiencing a notable increase, reminiscent of the 2022 environment, which could influence the Fed's decisions regarding interest rates [3][4] Nvidia - Nvidia's stock has been rangebound, but there is strong demand from hyperscalers and software companies, indicating a potential buying opportunity [5][7] - The upcoming keynote by Jensen Huang is expected to highlight new developments and demand trends, particularly in inference technology [6][8] - The stock's price is currently within a triangular range, with key support levels around 175 and resistance near 195 [10][12] IBM - IBM is viewed as a strong player in the AI enterprise solutions market, with deep integration in large corporations and a focus on tokenization and quantum computing [15][17] - Despite fears of AI disruption, IBM's consulting arm and mainframe solutions position it well for long-term sales [15][16] - The stock has faced challenges, with a recent breakdown in price, but there are potential support levels around 248 and 254 [19][22] Apple - Apple is highlighted as a top pick due to strong consumer interest in new products like the MacBook Neo, which has seen significant search activity [24][25] - The company is expected to leverage AI solutions in its product lineup, which could translate into positive earnings [27][28] - The stock is currently in a downward trend, with key levels to watch around 235 to 240 for potential support [29][32]

Apple introduced the AirPods Max 2, upgrading its over-ear headphones with more powerful noise cancellation and a handful of features that have already rolled out to the AirPods Pro line in recent years. https://t.co/o1HsUsmCpe ...

Apple quietly launches AirPods Max 2 https://t.co/sm1M5DkLQH ...