格隆汇3月8日｜据以色列第12频道，以色列预计伊朗将加大火箭弹攻击力度。

Charles Lim Capital Ltd lowered its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 50.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 100,000 shares of the semiconductor company's stock after selling 100,000 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 7.1% of Charles Lim Capital Ltd's investment portfolio, making the stock its 7th largest holding. Charles Lim Capital Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $27,929,000 at the end of the most recent quarter. Get TSM alerts: Sign Up Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. Ignite Planners LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 4.7% during the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company's stock worth $627,000 after acquiring an additional 116 shares in the last quarter. Resona Asset Management Co. Ltd. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $302,000. Ethos Financial Group LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $269,000. Finally, Savant Capital LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 51.8% in the 2nd quarter. Savant Capital LLC now owns 23,290 shares of the semiconductor company's stock worth $5,275,000 after acquiring an additional 7,944 shares during the last quarter. Institutional investors own 16.51% of the company's stock. Taiwan Semiconductor Manufactu...

Goodman Advisory Group LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 34,102 shares of the semiconductor company's stock after purchasing an additional 2,561 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 2.4% of Goodman Advisory Group LLC's holdings, making the stock its 11th largest holding. Goodman Advisory Group LLC's holdings in Taiwan Semiconductor Manufacturing were worth $9,524,000 as of its most recent SEC filing. Get TSM alerts: Sign Up A number of other institutional investors have also recently added to or reduced their stakes in the stock. Childress Capital Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 145.3% during the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company's stock valued at $891,000 after acquiring an additional 1,891 shares during the last quarter. Vanguard Personalized Indexing Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 9.4% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company's stock worth $28,470,000 after acquiring an additional 8,738 shares during the last quarter. Hantz Financial Services Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 28.6% during the third quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company's stock worth $10,394,000 after purchasing an additional 8,284 shares in the last quarter. Hollencrest Capital Management raised its stake in Taiwan Semiconductor Manufacturing by 125.3% in the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company's stock valued at $1,457,000 after purchasing an additional 2,901 share...

Key Points Some states will tax your Social Security benefits. Some places have much more accessible, affordable, and high quality healthcare than other places. There's a lot to consider when you think about relocating for retirement. The $23,760 Social Security bonus most retirees completely overlook › As you approach and enter retirement, there are gobs of issues to consider. Ideally, you will have had a comprehensive retirement plan, having socked away enough money to support you for perhaps decades. You will have considered and planned for some big expenses, such as healthcare. You might even be thinking about relocating for retirement. If relocation to a different state is on the table, you might want to consider how a new home might affect your Social Security benefits and Medicare. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Your Social Security benefits You may or may not realize this, but Social Security benefits are often taxed -- and much depends on where you live. Fully 42 states, plus the District of Columbia, don't tax Social Security benefits at all. Here are the eight states that do tax Social Security benefits: Colorado Connecticut Minnesota Montana New Mexico Rhode Island Utah Vermont The news here is pretty good, though, because if you live in one of these states, you'll generally be taxed lightly, if at all. Some of these states phase out taxation by income, so lower earners often pay no tax. Others phase out taxation by age, so those 65 and older avoid it. But here's a bit of bad news: While most states don't tax Social Security benefits, the federal government does taxes some. It all depends on your "combined income," which is your adjusted gross income (AGI) plus non-taxable interest, plus half of your Social Security benefits. The table below spells it out: Filing As Co...

格隆汇3月8日｜中信证券研报表示，2026年以来，锂价涨幅扩大，海外锂矿复产节奏加快，资源端供应增长或在2026年提速。但相较于需求侧的爆发式增长，供应响应仍显乏力，电池需求的高景气以及产业链库存持续下滑有望继续支撑锂价。此外行业积极信号频现，约定地板价的承购协议，锂精矿拍卖，低品位锂矿产品销售等行为验证产业链对后市锂价的信心，维持2026年锂价预测区间为12-20万元/吨，并建议关注额外供应扰动带来的价格上行风险。

5G红利见顶，中兴通讯靠AI续命？ 全球领先的通信设备商中兴通讯（000063.SZ）交出了一份喜忧参半的2025年年报。财报显示，该公司2025年营收重返增长轨道，同比提升10.38%，但归母净利润却同比下跌超三成，呈现出典型的“增收不增利”态势。 报告期内，中兴通讯的运营商网络业务，遭遇5G行业周期调整，收入与利润双双下滑，服务器与存储需求增长，虽然带动的政企业务收入翻倍，成为全年经营最大亮点，但受到收入结构影响，毛利率同比仍下滑。 陆股通及多只宽基ETF在去年四季度的减持举动，折射出市场对5G行业红利消退的担忧。2026年网络投资仍受行业周期影响，如何平稳穿越下行周期，是中兴通讯面临的重要经营调整。公司年报中罕见地87次提及“AI”，明确拥抱数智化、积极战略转型的同时，也坦言“智算业务商业闭环的形成尚需时日”。截至最新收盘日，中兴通讯A股股价报37.4元，总市值1789亿元，股价年内下跌1.16%。 增收不增利：5G红利见顶，算力独木难支 财报显示，2025年中兴通讯实现营业收入1338.95亿元，同比增长10.38%；实现归母净利润56.18亿元，同比减少33.32%；扣非后归母净利润为33.7亿元，同比降幅更是达到45.45%。 对于业绩“增收不增利”的原因，中兴通讯解释称，一方面公司“连接+算力”战略初见成效，算力业务大幅增长推动了整体营收；另一方面，5G行业周期切换带来的结构性挑战，导致传统业务盈利能力承压。 拆解季度数据看，净利润下滑的压力主要集中在去年下半年。 第四季度，公司实现营业收入333.76亿元，环比增长15.22%；但归母净利润仅为2.96亿元，同比下滑42.95%，扣非后净利润亏损进一步扩大至5.09亿元。综合第三、四季度，公司扣非后归母净利润累计亏损达7.33亿元，显示出主营业务的盈利能力正面临严峻挑战。 业绩承压之下，部分股东选择离场。数据显示，陆股通在四季度净卖出中兴通讯1342.3万股，华泰柏瑞、易方达、华夏、嘉实旗下的多只沪深300ETF也均有不同程度减持动作。 从业务结构来看，中兴通讯的三大业务板块呈现营收明显分化、毛利率集体下滑的局面。作为核心基本盘的运营商网络业务受5G投资进入平稳期影响最为直接。 年报指出，由于国内运营商投资延续下降态势，公司的无线接入、固网等产品收入减少。报告期内，该业务实现收入628.57亿元，同比...

Microsoft (MSFT 0.95%) is one of a handful of hyperscalers that offer an astronomical amount of cloud computing capacity through hundreds of centralized data centers scattered all over the world. Microsoft rents this capacity to business customers via its Azure cloud platform, and many of them use it to develop and deploy artificial intelligence (AI) software. Azure is consistently the fastest-growing piece of Microsoft's entire business. However, investors are also focusing on the company's AI virtual assistant Copilot, which is now embedded into flagship software products like Windows, Bing, and 365 (which includes Word, Excel, and Outlook). It represents a massive financial opportunity for Microsoft, but adoption has been modest so far, which has contributed to the recent sell-off in its stock price. Microsoft stock is currently down 25% from its all-time high, but it's now the cheapest it has been in more than three years. Should investors buy the dip, or is there more downside ahead? Are businesses shunning Copilot? Copilot can be used as a regular chatbot, but it's also a powerful productivity tool when packaged with enterprise software. Therefore, while anybody can use it for free through the Windows operating system or Bing search engine, Microsoft charges a fee if businesses want to embed it in the 365 application suite. Companies currently pay for over 400 million 365 licenses for their employees (globally), so Microsoft has a massive addressable market for Copilot. But as of the tech giant's recent fiscal 2026 second quarter (ended Dec. 31), businesses had only bought 15 million Copilot licenses for 365, implying a very modest penetration rate of just 3.7%. On a positive note, that number grew by 160% year over year. Plus, the number of businesses with over 35,000 Copilot for 365 licenses tripled during the quarter, and daily active users soared tenfold. This suggests that once businesses adopt Copilot, they tend to introduce it to more of their employees...

财联社3月8日讯，本周A股三大指数震荡回调，其中 上证指数 周跌0.93%，深成指周跌2.22%， 创业板指 周跌2.45%。本周油气开采、电网设备板块涨幅居前，天然气、农业概念股表现活跃。 本周油气开采板块涨幅居前，其中 山东墨龙 周涨50.00%， 科力股份 周涨38.90%。消息方面，伊朗宣布对霍尔木兹海峡进行管制后，沙特、阿联酋、科威特等主要产油国储存设施迅速填满，预计数周内触及储存上限被迫减产，后续若霍尔木兹海峡油气运输持续受阻，国际油价或将进一步走高。本周 中国石油 、 中国海油 、 中国石化 历史首次集体涨停，中国石油股价创11年新高。 ‌‌本周天然气概念股表现活跃，其中 特瑞斯 周涨43.47%， 通源石油 周涨34.70%。消息方面，2026年3月2日，卡塔尔能源公司宣布，因伊朗无人机袭击其拉斯拉凡工业城和梅赛义德工业城设施，全面停止LNG及相关产品生产。拉斯拉凡工厂年产能7700-8200万吨，占全球LNG供应量约20%。目前来看，美伊战争通过卡塔尔停产和霍尔木兹海峡封锁双重冲击，对全球天然气行业造成明显影响。 本周主力资金净流入方面， 比亚迪 、 华工科技 主力资金净流入超15亿元。主力资金净流出方面，本周 紫金矿业 、 天孚通信 、 中际旭创 资金净流出超40亿元。

Key Points Domino’s is the most dominant pizza brand, with more than 22,000 stores in 90 countries. It has a winning formula that delivers consistent market shares. There are headwinds to watch, but analysts expect more earnings growth in 2026 and 2027. 10 stocks we like better than Domino's Pizza › Shares of Domino's Pizza (NASDAQ: DPZ) traded as high as $533 in 2024, but they currently sit around $405. This stock has been a phenomenal performer over the last 15 years. A $1,000 investment at the end of 2010 would be worth more than $25,000 today. Should investors take advantage of the dip to start a position in the world's largest pizza company? Domino's business performance and valuation could make a return to $500 a real possibility in the next year or so. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Consistent winning There's no shortage of options when you want to buy pizza, but Domino's is one of the most widespread brands in the fast food market. It has more than 22,100 stores in 90 countries, with a 23% share of the U.S. quick-service market. There are many businesses where having too many stores can lead to cannibalization of sales, higher costs, and pressure on profitability. But Domino's has brilliantly used its large store footprint to put locations in proximity to as many people as possible, allowing it to dominate the market. Roughly half of Domino's U.S. market share was gained in the last 11 years, and it gained another point of market share in the U.S. last year, with same-store sales up 3%. Management expects its momentum to continue. The company continues to open more stores, but it also should benefit from growth in carryout sales, more customers signing up for the rewards program (now over 37 million active users), and menu adjustments. The simple math to $500 Analysts expe...

为了挽回形象和信心，阿联酋政府正快速行动。 阿联酋迪拜国际机场7日刚尝试恢复运营，就在机场附近发生爆炸，等待进场的飞机只得在附近空域盘旋等待降落。 随着美国和以色列对伊朗的军事行动进入第二周，地区动荡对迪拜这一地区金融中心的影响越发明显。以往，全球资本愿意为迪拜和阿联酋的“安全溢价”买单，而如今“中东局势不影响迪拜”的假设被彻底打破。 据新华社转引美国媒体的报道，对此阿联酋正在考虑冻结伊朗在阿联酋持有的“数十亿美元资产”“此举可能切断伊朗最重要的经济命脉之一”。冻结伊朗资产将是阿联酋能对伊朗施加的“最重要非军事杠杆”。 复旦大学中东研究中心研究员邹志强向第一财经记者表示，伊朗在经济，尤其是金融领域，与迪拜及阿联酋有着密切联系，扮演着重要的中转角色。然而，当前双方关系正面临前所未有的挑战，阿联酋安全受到伊朗方面的显著威胁，因此冻结伊朗资金的做法并不令人意外。 他进一步分析道，伊朗正面临更加严峻的困境，目前关心的是生死存亡的问题，经济后果相对退居次要。伊朗目前的主要目标依然是对美国的地区目标实施打击，向美国施加压力。 冻结资产？ 由于遭到国际社会的制裁，国际主流的信用卡均无法在伊朗使用，必须使用现金交易。第一财经记者在伊朗伊斯法罕一家地毯商店中，店家主动告知，如果外币现金没有带够，可以用他们设在迪拜的分店远程扣款，不用担心付款问题。 据新华社转引的报道，阿联酋“多年来一直是伊朗企业和个人寻求避开西方制裁的金融中心”。如果阿联酋付诸行动，“其主选目标将是伊朗伊斯兰革命卫队关联账户”“将极大限制伊朗获取外汇和进入全球贸易网络的渠道”。 据美国财政部相关数据称，仅2024年，经由美国银行往来账户流动的90亿美元资金可能与伊朗秘密金融活动有关，其中62%的资金汇入伊朗在阿联酋建立的公司。除金融手段外，阿联酋还考虑采取扣押伊朗船只等直接行动。 据新华社报道，伊朗总统佩泽希齐扬7日说，除非有来自邻国的袭击，否则伊朗将不再以邻国为打击目标。他表示，这一决定是由伊朗临时领导委员会6日作出的，并已通知伊朗武装部队。他表示，伊朗无意攻击其他国家，“我向邻国致歉”。他呼吁邻国共同解决分歧，“不要沦为美国和以色列的傀儡”。 不过在佩泽希齐扬道歉后，伊朗的袭击仍然继续。阿联酋迪拜负责媒体事务的部门7日在社交媒体上说，当晚一次空中拦截行动产生的碎片，坠落到巴尔沙地区的一辆汽车上，造成一名司机死亡。...

J Studios/DigitalVision via Getty Images Overview With the debt markets facing headwinds, high-yield assets have been under pressure over the last few months. Business Development Companies are struggling, and many closed-end funds are seeing inconsistent earnings. The Eldridge BBB-B CLO ETF ( CLOZ ) has held up better than some of these other asset classes, but the fund is also facing its own challenges. When I previously covered CLOZ, I issued a buy rating due to the fund's stability during market uncertainty. Now that market volatility has increased again, I wanted to revisit the fund's performance and outlook for 2026. Looking at the performance over the last twelve months, we can see that CLOZ's share price has declined by 5%. This is quite rare for the fund and may be explained by tighter credit spreads, which I will cover. When including all distributions that were paid out to shareholders, the total return jumps up to about 2.5% over the same time frame. Following the decline in share price, CLOZ now offers investors a starting dividend yield around 8% and issues payouts on a monthly basis. I believe that CLOZ can support this higher yield in the near term as long as interest rates do not substantially decline. However, the latest reporting does indicate some weakness in CLOZ's ability to support its current payouts. Data by YCharts Although CLOZ's portfolio construction doesn't expose investors to a lot of default risks, there are still some concerns. The fund's ability to generate income to support payouts is dependent on higher interest rates. If interest rates decline throughout 2026, I anticipate that earnings will fall and the distributions will have to be cut. Conversely, a scenario where interest rates remain elevated can threaten the credit spreads and negatively impact CLOZ's share price going forward. So let's start by reviewing the portfolio strategy that CLOZ implements to generate its income. Fund Strategy According to the latest fact sheet , C...

Goodman Advisory Group LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 21,229 shares of the semiconductor manufacturer's stock, valued at approximately $7,004,000. Broadcom makes up approximately 1.7% of Goodman Advisory Group LLC's holdings, making the stock its 24th biggest holding. Other institutional investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC bought a new stake in Broadcom during the 2nd quarter worth about $27,000. Teachers Insurance & Annuity Association of America bought a new position in shares of Broadcom in the second quarter worth about $28,000. New England Capital Financial Advisors LLC bought a new position in shares of Broadcom in the second quarter worth about $31,000. JCIC Asset Management Inc. acquired a new position in shares of Broadcom during the third quarter worth approximately $31,000. Finally, Manning & Napier Advisors LLC acquired a new position in shares of Broadcom during the third quarter worth approximately $34,000. 76.43% of the stock is owned by institutional investors. Get Broadcom alerts: Sign Up Broadcom Trading Down 0.5% NASDAQ AVGO opened at $331.03 on Friday. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.58. The firm has a market cap of $1.57 trillion, a P/E ratio of 64.65, a P/E/G ratio of 1.06 and a beta of 1.22. The stock's 50-day moving average is $333.75 and its 200-day moving average is $343.12. Broadcom (NASDAQ:AVGO - Get Free Report) last issued its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net marg...

当前市场开始重新审视各类资产的估值逻辑。 据新华社，以色列国防军8日发表声明说，以军开始对伊朗“全境”军事基础设施进行新一轮打击。受地缘冲突剧烈升级的影响，原油市场供应受阻的隐忧迅速发酵，纽约原油（WTI）期货价格6日暴涨12.67%，收于每桶91.27美元。 当前市场开始重新审视各类资产的估值逻辑。如果这场冲突从短期冲击演变为持久战，当前有哪些资产的定价正处于被严重高估的危险地带？ 针对这一问题，全球投资咨询公司BCA Research的首席大宗商品策略师易卜拉欣（Roukaya Ibrahim）在研讨会上对第一财经记者表示，目前表现强韧的铜价或许是当前较为脆弱的资产，投资者应警惕其短期内的估值泡沫。与此同时，首席地缘政治策略师格特肯（Matt Gertken）则提醒称，由于日本经济对外部能源存在高度依赖，日本股市在持续的冲击中可能面临显著损失。 冲突持续下的资产估值风险 易卜拉欣认为，若战事拉长，目前看似坚挺的铜价将对下行风险展现出较高的脆弱性。她解释称，铜价在过去几个月表现不俗，但主要是受亚洲投机性需求、实物资产交易以及市场对“铜将成为下一种黄金”的过高期望所驱动的。因此，一旦全球经济增长不及预期，缺乏基本面支撑的铜价极易出现回撤。 但易卜拉欣也强调：“我们对于铜的长期走势依然持看涨态度，目前的调整更倾向于短期或周期性的下行风险。” 她同时对不同大宗商品的前景作出区分。在增长放缓的环境下，石油、天然气及铝等主要大宗商品反而具备上涨空间。在谈及能源供应链的脆弱性时，她解释说，霍尔木兹海峡作为全球液化天然气（LNG）贸易的核心咽喉，承载了全球20%的贸易量，且与石油不同，天然气运输几乎没有任何绕行管道。此外，该地区还贡献了全球8%至9%的铝产量，以及通过该海峡出口的全球35%的尿素。由于天然气是化肥的重要原料，这意味着化肥短缺与成本上升将不可避免地传导至下游，为农产品价格带来持续的上行压力。 在黄金市场方面，易卜拉欣观察到，过去几天金价并未展现出预期的单边上涨，而是呈现出起伏不定的态势。她分析认为，这主要是因为黄金正在消化高债券收益率与强势美元带来的利空影响，“我们曾在一个月前预警，黄金在战术时间窗口内面临短期风险，原因在于此前涨势过猛导致市场积聚了过多泡沫。目前的平淡走势恰恰印证了这一点。” 但她同时表示，若供应中断确认会严重威胁全球经济增长，且地缘政治张力维持...

格隆汇3月8日｜彭博社能源和大宗商品专栏作家Javier Blas：通过提前减少石油产量，海湾国家正试图延缓库存达到上限的时间。他们的计划是努力维持低产量但持续运行，避免完全停产。前者容易恢复，后者则不然。

The latest search for Malaysia Airlines flight MH370 has produced no new clues about the aircraft’s location, according to the country’s Air Accident Investigation Bureau. Ocean Infinity surveyed about 7,571 square kilometers of seabed in the southern Indian Ocean in two phases, it said in a statement on Sunday. The second phase of the search concluded on Jan. 23. “As at the date of this update, the search activities undertaken have not yielded any findings that confirm the location of the aircraft wreckage,” it said. The Malaysian government signed a “no find, no fee” agreement with Ocean Infinity in March 2025 to locate the wreckage of flight MH370 in a new area estimated at about 15,000 square kilometers in the southern Indian Ocean. Read More: Malaysia Greenlights New Search for Vanished Flight MH370 Flight MH370 departed from Kuala Lumpur on March 8, 2014, with an intended destination of Beijing. However, it lost contact with air traffic control less than an hour after takeoff, when the plane was over the South China Sea, and was never seen again. All 227 passengers and 12 crew members are presumed dead. The government remains committed to keeping the families affected by the tragedy informed and will continue to provide updates as appropriate, the bureau said.

三名負責宏福苑加固工程的工人涉嫌在單位內盜竊，警務處處長周一鳴表示，明天起加強四項保安措施，包括工人上樓不准帶逾500元現金、入屋前警察先記錄單位有無明顯財物等。 周一鳴又指出，調查後未發現其他涉案人士，加強保安後明日會恢復相關鞏固工程，警方往後會加強人手管控。

Goodman Advisory Group LLC raised its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 11,555.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,963 shares of the enterprise software provider's stock after acquiring an additional 3,929 shares during the quarter. Goodman Advisory Group LLC's holdings in Oracle were worth $1,115,000 as of its most recent filing with the Securities & Exchange Commission. Other institutional investors and hedge funds have also recently modified their holdings of the company. Vinva Investment Management Ltd increased its stake in shares of Oracle by 30.1% during the 3rd quarter. Vinva Investment Management Ltd now owns 80,355 shares of the enterprise software provider's stock worth $22,721,000 after purchasing an additional 18,570 shares during the last quarter. Parallel Advisors LLC lifted its stake in Oracle by 1.7% in the third quarter. Parallel Advisors LLC now owns 65,245 shares of the enterprise software provider's stock valued at $18,350,000 after purchasing an additional 1,106 shares during the last quarter. Meiji Yasuda Life Insurance Co grew its holdings in Oracle by 6.2% during the third quarter. Meiji Yasuda Life Insurance Co now owns 19,308 shares of the enterprise software provider's stock valued at $5,430,000 after purchasing an additional 1,119 shares during the period. Meiji Yasuda Asset Management Co Ltd. grew its holdings in Oracle by 66.6% during the third quarter. Meiji Yasuda Asset Management Co Ltd. now owns 22,332 shares of the enterprise software provider's stock valued at $6,281,000 after purchasing an additional 8,925 shares during the period. Finally, Riggs Asset Managment Co. Inc. increased its position in Oracle by 57.1% in the third quarter. Riggs Asset Managment Co. Inc. now owns 11,092 shares of the enterprise software provider's stock worth $3,120,000 after buying an additional 4,033 shares during th...

CreativeOne Wealth LLC increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 15.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 25,649 shares of the enterprise software provider's stock after buying an additional 3,438 shares during the quarter. CreativeOne Wealth LLC's holdings in Oracle were worth $7,214,000 as of its most recent SEC filing. Get Oracle alerts: Sign Up Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.8% in the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. State Street Corp boosted its holdings in Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider's stock worth $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Norges Bank bought a new position in Oracle in the second quarter valued at $4,275,378,000. Bank of New York Mellon Corp grew its position in Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock valued at $3,357,572,000 after purchasing an additional 98,693 shares in the last quarter. Finally, Legal & General Group Plc increased its stake in Oracle by 1.3% in the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider's stock valued at $2,473,838,000 after buying an additional 147,367 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock. Analysts Set New Price Targets Several equities research analysts have commented on the stock. Deutsche Bank Aktiengesellschaft reissued a "b...

宏观经济>>> 中国央行连续第16个月增持黄金 中国2月末黄金储备报7422万盎司（约2308.5吨），环比增加3万盎司（约0.93吨），1月末为7419万盎司（约2307.567吨），为连续第16个月增持黄金。 商务部新闻发言人就安世荷兰批量禁用安世中国员工办公软件答记者问 有记者问：3月6日，安世中国发布客户公告称，近期安世荷兰批量禁用安世中国员工办公账号，导致部分办公系统无法使用，影响部分生产流程。请问商务部对此有何评论？答：我注意到有关报道。在中荷双方推动下，闻泰科技（600745）与安世荷兰正就企业内部纠纷进行协商，但安世荷兰此时批量禁用安世中国员工办公账号，挑起新的矛盾，给企业协商工作制造新的困难和障碍。中方始终秉持对全球半导体（881121）产供链的负责任态度。安世荷兰此次所作所为，严重破坏企业正常生产经营，如再次引发全球半导体（881121）产供链危机，荷方必须对此承担全部责任。（商务部） 财政部部长蓝佛安：更加积极的财政政策力度给足 3月6日，在十四届全国人大四次会议经济主题记者会上，财政部部长蓝佛安表示，更加积极的财政政策，概括起来，既体现在资金的规模上，政策力度给足；更体现在强化政策的协同上，效应进一步放大。(人民财讯) 商务部部长：“十四五”时期我国消费市场规模按购买力平价换算世界第一 商务部部长王文涛3月6日在十四届全国人大四次会议经济主题记者会上说，“十四五”时期，我国消费（883434）市场规模稳居全球第二，以购买力平价换算，已经是世界第一。居民消费（883434）结构出现了一些趋势性的新变化。(新华社) 央行：今年将灵活高效运用降准降息等多种货币政策工具 央行：今年将灵活高效运用降准降息等多种货币政策工具。（央视新闻） 郑栅洁：会同财政部、人民银行等部门设立国家级并购基金 3月6日，在十四届全国人大四次会议经济主题记者会上，国家发展和改革委员会主任郑栅洁表示，会同财政部、人民银行等部门设立国家级并购基金，进一步畅通创业投资的退出渠道，提高创业资本周转效率。（人民财讯） 财政部部长：中央财政安排1000亿元支持财政金融协同促内需 财政部部长蓝佛安3月6日在十四届全国人大四次会议经济主题记者会上表示，今年中央财政专门安排1000亿元，推出财政金融协同促内需一揽子6项政策，4项定向支持民间投资、2项支持居民消费（883434）。(新华社) ...

据伊朗半官方性质的迈赫尔通讯社报道，其援引专家会议成员Ahmad Alamolhoda的话称，该国专家会议已选举出下一任最高领袖，但并未透露人选姓名。 Alamolhoda表示，“领导层选举已经完成”，并且“最高领袖已经确定”。 他表示，相关公告预计将由专家会议秘书发布。 此前，官方媒体努尔新闻（Nour News）报道，伊朗专家会议成员Ayatollah Mohammad‑Mahdi Mirbagheri表示，专家会议已经就选举下一任最高领袖“接近达成最终共识”。 注：专家会议是由88名神职人员组成的机构，负责遴选伊朗下一任最高领袖。 责任编辑：陈钰嘉

听雨 发自 凹非寺量子位 | 公众号 QbitAI 清华毕业的人都去了哪呢？ 清华官方用 最新数据 给出了回应。 里面最值得关注的主要有几项数据： 第一，出国（境）深造比例为 8.5% ，低于近十年平均数据。 其中，本科生出国（境）深造比例为17.3%，硕士生出国（境）深造比例为6.6%。而近十年清华毕业生平均出国（境）深造比例为10%。 数据结论针对的质疑，不言自明。 第二，国内重要领域重点单位就业率 超过86% ，连续16年保持在80%以上。 本届签约人数名列前茅的大厂有：华为、比亚迪、字节跳动、腾讯、国家电网、美团、阿里、中国核工业集团、中国兵器工业集团等等。 不得不说，还得是清华，足迹几乎遍布国内龙头行业最重要的大公司。 第三，2025届清华毕业生 京外就业率56.3% ，连续11年超过50%。 也就是说，清华毕业生并没有像大家想的那样大多留在北京，而且也并非全都流向了沿海发达地区——数据显示，赴 西部和东北地区 就业人数连续五年持续增长。 下面我们一一来看。 华为、字节、比亚迪等大厂抢了不少人 从行业维度来看，清华毕业生有两大主要流向：一是 数字科技龙头企业 ，如华为、字节、腾讯、阿里、美团等等。 这些公司几乎每年都会在清华校内设置专场宣讲与技术向岗位通道，长期、系统地定向吸纳清华毕业生。 去向人数排名第一的 华为 ，在2024年8月发布了25届“勇敢新世界”应届生招聘，当时开放了软件开发工程师、硬件技术工程师等60余类岗位，拟招聘优秀应届毕业生数千人。 查阅华为招聘信息可以发现，其于2024年9月24日在清华大学举行了2025届毕业生专场宣讲会。在华为发布的招聘会现场集锦中，有一位清华学子表示， “华为在科技创新方面非常有拼劲和闯劲” 。 腾讯 与清华在AI、云计算、游戏等领域一直以来合作紧密，如腾讯混元实验室、腾讯游戏和清华之间多有科研或实习项目，为清华学子提供了诸多招聘机会。2025年7月，腾讯与清华大学深圳国际研究生院还联合打造了全国首个“大模型科学与工程”研究生项目。 清华毕业生另一条同样重要的去向，是 先进制造业 与 能源/国防相关企业 ，如比亚迪、国家电网以及中核、兵器工业等国家重点工程单位。 最新数据显示，2025届赴 制造业、能源业 就业人数同比 增长11% ，连续五年持续增长。这也说明清华毕业生并没有只流向“轻资产、快回报”的方向。 △...

Key Points TransMedics remains the top dog in its industry and may have a widening moat. The founder-led company's shares have risen eightfold since 2019. TransMedics is consistently considered "overvalued," but keeps outperforming despite this label. 10 stocks we like better than TransMedics Group › Shares of transformational organ transplant company TransMedics Group (NASDAQ: TMDX) are up 104% over the last year as the company continues to become the clear leader in its niche. While it is easy for investors to feel like they missed their opportunity to buy a stock once it doubles, The Motley Fool's co-founder, David Gardner -- and his six traits of a Rule Breaker stock -- say the exact opposite is true. Strong past price appreciation is one of the traits that helps investors find the most promising growth stocks on the market, which I believe TransMedics will continue to be. Best yet for investors: This isn't the only Rule Breaker trait that TransMedics is home to. TransMedics: Revolutionizing the organ transplant industry TransMedics offers a turnkey, end-to-end offering for organ transplants through its Organ Care System (OCS) and its National OCS Program (NOP). Its OCS is a next-gen array of solutions that "replicate many aspects of the organ's natural living and functioning environment outside of the human body," keeping the donated organs much healthier than traditional ice storage methods. Meanwhile, TransMedics' NOP helps streamline operations on the clinical side, while the company's logistics network of 22 aircraft and 18 hubs across the U.S. provides expedited transportation for organs. Powered by these new innovative solutions, TransMedics looks like a true Rule Breaker. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Top dog and first mover in an important, emerging industry Trans...

China has signalled strong optimism for finalising negotiations with neighbouring Asian countries to seal a new institutional framework on contested South China Sea waterways. “All parties expect to conclude the consultations within this year,” Wang said. “China has the confidence and determination to work with all parties to overcome disturbances, build consensus despite differences and reach agreement as soon as possible.” Advertisement Beijing’s top diplomat added that the code could provide effective “golden rules” for all sides to manage differences, enhance mutual trust and promote cooperation. Citing China’s historical activities in the South China Sea, Beijing claims sovereignty over almost all the islands and rock features there and in their adjacent waters. It is locked in disputes with rival claimants including the Philippines, Malaysia, Vietnam and Brunei. Advertisement The framework has been under negotiation since the early 2000s and long been seen by countries in the region as vital to managing tensions in the strategically important waters.

CreativeOne Wealth LLC raised its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 5.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,453 shares of the electric vehicle producer's stock after buying an additional 3,076 shares during the quarter. CreativeOne Wealth LLC's holdings in Tesla were worth $26,440,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds also recently modified their holdings of TSLA. Vanguard Group Inc. increased its position in Tesla by 0.4% during the third quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock worth $112,241,237,000 after purchasing an additional 995,623 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Tesla by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock valued at $20,480,477,000 after purchasing an additional 1,269,304 shares during the last quarter. Norges Bank purchased a new stake in shares of Tesla during the 2nd quarter valued at $11,839,824,000. Legal & General Group Plc increased its holdings in shares of Tesla by 5.9% during the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after buying an additional 1,134,678 shares during the last quarter. Finally, Amundi raised its position in shares of Tesla by 20.4% in the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after buying an additional 3,422,270 shares during the period. Institutional investors and hedge funds own 66.20% of the company's stock. Get Tesla alerts: Sign Up Tesla Price Performance TSLA stock opened at $396.73 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16....

格隆汇3月8日｜德国地学研究中心GFZ：汤加群岛发生6.03级地震。

据美国阿克西奥斯新闻网站7日披露，美国和以色列考虑在对伊朗军事行动的后期派遣特种部队进入伊朗，夺取高纯度浓缩铀。报道援引多名知情人士的话说，特朗普政府已讨论两种方案：将浓缩铀全部运出伊朗，或者让核专家在现场进行稀释处理。这一任务可能由特种部队与来自国际原子能机构的专家共同实施。行动面临两大现实挑战，一是确定浓缩铀的具体位置，二是如何抵达浓缩铀所在地点并取得控制权。报道说，这一行动不是传统意义上的“地面部队作战”，更像是小规模特种作战突袭，而非大规模部队进入。美以双方只有在确定伊朗军队不会对其派遣的部队构成“严重威胁”后，才会采取行动。美国总统特朗普7日称，美军地面部队“有可能”被派往伊朗，但必须有“非常充分的理由”。 (新华社)

First Trust Advisors LP cut its stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 28.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,219,916 shares of the semiconductor manufacturer's stock after selling 492,258 shares during the period. First Trust Advisors LP owned about 0.11% of Micron Technology worth $204,116,000 as of its most recent SEC filing. Other hedge funds also recently made changes to their positions in the company. American Capital Advisory LLC boosted its position in Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer's stock worth $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC raised its position in shares of Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer's stock valued at $2,505,000 after purchasing an additional 53 shares during the period. Blue Trust Inc. lifted its stake in shares of Micron Technology by 0.5% in the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer's stock worth $1,779,000 after buying an additional 53 shares during the last quarter. Lodestone Wealth Management LLC lifted its stake in shares of Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer's stock worth $283,000 after buying an additional 53 shares during the last quarter. Finally, Sunpointe LLC boosted its holdings in shares of Micron Technology by 1.3% during the 3rd quarter. Sunpointe LLC now owns 4,011 shares of the semiconductor manufacturer's stock worth $671,000 after buying an additional 53 shares during the period. Hedge funds and other institutional investors own 80.84% of the company's stock. Get Micron Techn...

格隆汇3月8日｜以色列军方针对黎巴嫩南部利塔尼河以南的居民发布撤离警告。

格隆汇3月8日｜美国海事管理局官网信息显示，美方已取消此前要求商业船只尽可能避免在霍尔木兹海峡和波斯湾航行的预警。目前尚不清楚此次预警取消是否能缓解船东和船员对航道安全的担忧。据官网显示，这一被取消的预警原定于3月13日到期。而另一项针对伊朗的海事预警已于周六失效。