国际原油期货结算价大幅收涨。WTI原油期货4月合约收涨8.51%，报81.01美元/桶 2026-03-06 03:33:07 来源： 同花顺7x24快讯 分享 文章提及标的 原油 -- 美原油 -- 国际原油期货结算价大幅收涨。WTI原油期货4月合约收涨8.51%，报81.01美元/桶。

格隆汇3月6日｜市场消息：真主党表示已在基法尔·尤瓦尔袭击以色列军队。

Alibaba Group Holding Ltd. is facing a leadership shakeup in its artificial intelligence division just as the company accelerates its push into AI models, tools, and infrastructure. Qwen AI Tech Lead Steps Down Junyang Lin, the technical leader behind Alibaba's Qwen AI model, stepped down from the project in a surprise move that sparked strong reactions from the developer community. Lin, also known as Justin, announced on X that he was leaving his role as Qwen's tech lead without providing further details. He joined Alibaba in July 2019 and joined the Qwen team in April 2023. His exit came one day after Alibaba unveiled its Qwen 3.5 open-weight small models, TechCrunch reported on Wednesday. Don't Miss: Lin played a key role in building the Qwen model family, which Alibaba introduced in April 2023 and later opened to the public after receiving regulatory approval. Recent Qwen releases have posted benchmark results that often rival leading U.S. AI systems. AI Community Reacts To Departure Lin's departure triggered strong responses from colleagues and partners who described his role in the project as central. Wenting Zhao, a research scientist on the Qwen team, called the move "the end of an era" and thanked Lin for helping advance the project's open-source AI work. Yuchen Jin, chief technology officer of AI infrastructure startup Hyperbolic, said Lin helped connect Qwen with the global developer community. Elon Musk wrote on X that the models showed "impressive intelligence density." See Also: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company Alibaba Expands AI Ecosystem Alibaba continues to expand its AI ecosystem by unifying its models under the Qwen brand, building developer tools, and investing in its own AI hardware. During the Lunar New Year period, users placed nearly 200 million "one-sentence" orders through the Qwen app. The company's cloud division also launched a low-cost AI coding platform that provides developers access t...

知情人士称，科威特削减三家炼油厂的开工率，如有需要，减产措施未来几天可能会进一步延续。 知情人士表示，此次减产是由于储存空间受限所致。 伊朗战争使中东石油行业陷入混乱，因为冲突导致霍尔木兹海峡事实上关闭。由于油轮不足影响出口，存储设施正在迅速填满。此外，沙特阿拉伯和巴林的炼油厂遭到破坏，被迫削减加工量。 科威特为OPEC成员国，其Al-Zour、Mina Al-Ahmadi和Mina Abdullah三家炼油厂总加工能力约为每日140万桶。其中，Al-Zour是中东地区最大的炼油设施之一。 国营Kuwait Petroleum Corp．未回应置评请求。 责任编辑：李肇孚

Musk touted everything from a closed beta X wallet and partnerships with Visa while Tesla fans hint at loans, investing, and crypto.

由于伊朗冲突导致中东各地储油设施迅速饱和，全球最大原油出口国沙特阿拉伯正将数百万桶石油转运至红海港口，以保障对全球买家的供应稳定。 油轮追踪数据显示，本月已有五艘超级油轮在西部港口延布完成装货，该港口的出口量已升至2月份平均水平的三倍。沙特阿拉伯通常通过波斯湾的拉斯坦努拉港运输绝大部分石油，尽管该港口的装货作业并未停止，但冲突意味着货物无法像往常一样驶离该地区。 这场冲突正切断大量石油、燃料和天然气供应。尽管沙特阿拉伯可以转移大部分原油，但该地区其他产油国通过霍尔木兹海峡恢复出口的时间窗口正在不断缩小。 如果这条航道无法恢复畅通，让更多空油轮进入波斯湾，这些国家的原油和成品油库存将耗尽，并被迫削减石油产量。该地区第二大产油国伊拉克已经采取了减产措施。据报道，除了遭到袭击的炼油厂外，多家中东炼油厂目前已关停部分装置或降低加工负荷。 沙特阿拉伯国家石油公司（沙特阿美）周三表示，正将东部主要产油区的出口原油通过管道输送至红海各港口。理论上，这条管道的输送能力可覆盖沙特每日约700万桶原油出口量中的大部分。 但即便选择红海路线，沙特也并非毫无风险，对于驶往亚洲的航线尤其如此。往返延布港的船只仍需穿越曼德海峡，也门境内由伊朗支持的胡塞武装此前不久才暂停了在过去两年持续困扰航运的导弹、无人机及小型武器袭击。 船舶经纪商报告称，从延布港向印度炼油厂运输原油的船只需求大幅上升。国际油轮公司数据显示，一艘名为“卡拉摩斯号”的油轮周四以每日75.8万美元的租金被预订，经纪商称该船将前往延布港装载货物。 彭博社收集的油轮追踪数据显示，3月前四天，已有五艘超大型原油运输船从沙特红海沿岸的延布港驶出，这些船只总计可装载约1000万桶原油。 数据显示，本月迄今该港口日均出货量约为250万桶，高于上月的78.6万桶。另有多艘原本计划前往波斯湾的油轮，目前正驶向红海。 不过，未来运输量的变化仍取决于船只抵达延布港装货的速度。 挪威雷斯塔能源公司中东和北非研究主管Aditya Saraswat在报告中表示，受可停靠装货的船只数量限制，未来三天最好的情况是维持当前平均水平，不会有明显增长。 阿联酋同样拥有绕过霍尔木兹海峡的通道。该国每日从海峡外的富查伊拉港出口超过100万桶原油，阿布扎比方面可小幅提升这一流量。相关管道日输送能力约为150万桶，仍远低于阿联酋整体出口规模。 霍尔木兹海峡封锁 由于霍尔木...

Source: Bloomberg, 43:35

财联社3月6日讯（编辑 赵昊） 最新消息显示，美国甲骨文公司正计划裁减数千个工作岗位，以应对大规模人工智能（AI）数据中心扩张计划所带来的资金紧张问题。 知情人士透露，这些裁员将影响公司多个业务部门，最早可能在本月实施。其中两位人士表示，部分裁员将集中在公司认为未来因AI发展而需求减少的岗位类别。 在董事长拉里·埃里森（Larry Ellison）的领导下，甲骨文正展开一项历史性的扩张计划，大规模建设数据中心，为包括OpenAI在内的客户提供AI算力。 长期以来以数据库软件著称的甲骨文，近几年正加速向云计算转型，并将AI作为重点，试图成为市场领导者亚马逊、微软和谷歌的有力竞争者。 华尔街整体预计，甲骨文云计算部门在数据中心上的支出将在未来几年把公司的现金流推至负值，直到2030年前后这些投资才开始产生回报。 上个月，甲骨文表示今年将通过债务和股权融资筹集最多500亿美元。 知情人士称，这次计划中的裁员范围预计将超过公司以往常见的“滚动式”裁员。本周，甲骨文还在内部宣布将重新审查其云部门的大量开放职位，或放缓甚至冻结招聘进程。 数据显示，截至2025年5月，甲骨文全球员工约16.2万人。知情人士称，裁员计划仍在制定中，具体方案仍可能调整。 去年9月，甲骨文在一份文件中披露，公司正推进史上最大规模的重组计划，在截至5月的本财年成本可能高达16亿美元，其中包括向离职员工支付的遣散费用。 甲骨文作为AI云服务提供商的初期布局曾受到投资者追捧，2024年公司股价上涨61%，去年再涨20%。但随着投入成本不断上升，市场情绪开始转冷，股价已从去年9月高点腰斩。 AI高昂的前期投入正推动科技行业掀起裁员潮，企业纷纷在扩大投资与控制成本之间寻求平衡。 去年，微软在加大数据中心和AI软件开发支出的同时裁员约1.5万人。上周，Block也宣布将裁减近一半员工，其联合创始人Jack Dorsey称AI正在大幅提升效率。

"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: Charles Schwab Chief Investment Strategist Liz Ann Sonders and Morgan Stanley US Housing Strategist Co-Head, Securitized Products James Egan. (Source: Bloomberg)

Broadcom (AVGO) Stock Surges 5% on Bold $100B AI Revenue Projection by 2027 Blockonomi

A group of 24 US states will sue President Donald Trump’s administration on Thursday in the first legal challenge to his newly imposed 10 per cent global tariffs, alleging that the president cannot sidestep a recent US Supreme Court ruling that invalidated most of his previous tariffs on imported goods by citing new legal authority, according to ‌the states. The Democratic-led states, including New York, California and Oregon, argue the new tariffs, which Trump announced immediately after the high court ruling on February 20, are also illegal. The tariffs were imposed for 150 days under the Trade Act of 1974, which is meant to address short-term monetary emergencies, not routine trade deficits that arise when a wealthy nation like the United States imports more than it exports, according to the states’ lawsuit which will be filed in the New York-based US Court of International Trade. Advertisement “The focus right now ⁠should be on paying people back, not doubling down on illegal tariffs,” Oregon’s Attorney General Dan Rayfield said. Trump’s February 20 executive order imposed a 10 per cent ‌tariff on imports, but US Treasury Secretary Scott Bessent said on Wednesday that those rates would probably rise to 15 per cent later this week. Shipping containers are stacked at the Port of Los Angeles in California on Wednesday. Photo: EPA Trump has made tariffs a central pillar of his foreign policy in his second term, claiming sweeping authority ‌to issue tariffs without input from Congress.

PonyWang/E+ via Getty Images Thesis I last covered Revolution Medicines ( RVMD ) back in late January. If you remember back then, the stock had just plummeted due to news that Merck ( MRK ) had just walked away from talks about an acquisition. At the time, it brought the stock price down from the $120 range to the $100 range. I am choosing to cover Revolution again, specifically now because of two things. Firstly, a couple of weeks ago, we saw them report FY25/4Q25 earnings , but I also wanted to wait until after we heard from management at the TD Cowen Annual Conference. As you know, the upcoming RASolute 302 readout is going to be a major catalyst for this stock, so I think it's worth taking a look at what management told us about the upcoming readout. We can expect the data sometime in 1H26. As I will explain, the main thing to be focused on here is the overall survival rate we see in the trial. As for the current stock price, despite the sell-off at the end of January, shares still look heavily overvalued. That's because a large portion of a positive outcome for Revolution this year has been priced into the stock. It makes shares quite high risk, and for that reason, I have chosen to go with a hold rating again on the stock. However, I am going to give my thoughts on what we heard from management on the call and assess the potential upside of a positive trial outcome. In my previous coverage, I gave a detailed look at the potential TAM for daraxonrasib as well as how the treatment works. 4Q25/FY25 Financial Recap A couple of weeks ago, Revolution reported FY25/4Q25 results . I think it's safe to say we saw some higher operating costs that resulted in a widening net loss for FY25. But this was somewhat expected since they’re trying to transition into a late-stage, Phase 3 development biotech, a status which naturally comes with higher research costs. For FY25, the R&D expense jumped to about $987.3 million, up from the $592.2 million we saw back in 2024. It’s a h...

Yauhen Akulich/iStock via Getty Images Market Review US equities rose in the fourth quarter, as optimism about the future path of interest rates, evolving sentiment about artificial intelligence (AI), and strong earnings results drove market behavior. The period was marked by signs that the months long technology-driven rally fueled by enthusiasm for AI was entering a new phase. After surging in October, AI stocks came under selling pressure in November and rebounded haltingly in December. Notably, of the top five contributors to the S&P 500 Index's performance in the fourth quarter, three were members of the so-called "Magnificent Seven" group of mega-cap US Big Tech stocks and accounted for 74% of the index's total gain. Speculation about the interest rate-policy paths of key central banks hung over markets during the period, with the focus squarely on the US Federal Reserve. The Fed, which has been seeking to balance the competing pressures of a cooling US labor market and stubbornly high domestic inflation, lowered interest rates by 25-basis points (BPs) at three consecutive policy meetings in September, October, and December despite sharp disagreements emerging among Fed officials about the path ahead for US interest rates. After warning earlier in the period that further reductions in borrowing costs were not a "foregone conclusion," the Fed signaled in December that it would likely pause its current rate-cutting campaign as it collects more data to assess the direction of the labor market and inflation. Despite the likelihood that borrowing costs would remain at their current level for the foreseeable future, investors were encouraged by the Fed's pivot to a less hawkish interest rate-policy stance, which in turn sparked a market rally. The yield on the benchmark 10-year US Treasury note ended the quarter at 4.17%, 2 bps higher than three months earlier. The results from the latest earnings season painted an encouraging picture of how company profits have hel...

Apple TV debuts imaginative trailer for season two of “Wonder Pets: In The City” Apple

Earnings Call Insights: Intrepid Potash, Inc. (IPI) Q4 2025 Management View CEO Kevin Crutchfield stated that Intrepid delivered strong fourth quarter results, highlighting adjusted net income of $6.5 million and adjusted EBITDA of $18.1 million, with a full-year adjusted EBITDA of $63 million, "one of the best prints since 2016 and represents an almost 80% improvement compared to 2024." Crutchfield attributed the performance to steady demand for core fertilizer products, with combined potash and Trio sales volumes of just over 590,000 tons, a 20% increase from 2024, and a company record of 303,000 tons of Trio sales. The CEO emphasized improvements in cost of goods sold per ton for both potash and Trio and noted "increasing pricing"—especially in Trio, where fourth quarter average realized price hit $379 per ton, 20% higher than the first quarter of 2025. Strategic updates included deferring a decision on the AMAX cavern project until at least 2027 and confidence in sustaining HB potash production without AMAX. Crutchfield announced, "For Trio, our operational performance continues to be very strong, and we recently placed another new continuous miner into service." The CEO discussed progress on the Wendover lithium project, mentioning a joint development agreement with Aquatech and Adionics and a forthcoming technical report showing a measured and indicated resource of approximately 119,000 tons of lithium carbonate equivalent, with a potential project life of roughly 25 years at a 5,000-ton-per-year estimated capacity. There is an $8 million deposit held from a potential buyer for South Ranch, with expectations that a deal could close in the first half of 2026. CFO Matt Preston reported, "Our total fertilizer sales volumes of 592,000 tons were almost 100,000 tons higher than 2024 and reached a level not seen since 2018." Outlook Preston provided 2026 production guidance, expecting Trio output of 285,000 to 300,000 tons, representing a year-over-year increase of a...

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Hayes in recent months has repeatedly forecasted that the Fed will engage in quantitative easing, boosting Bitcoin’s price. In January, he said the trigger would be the Trump administration’s military operations in Venezuela and last month, he said it would be an AI-led financial crisis. Meanwhile, Bitcoin so far has had a mixed reaction to the escalation of hostilities in the Middle East. It initially dropped from near $66,000 to $63,000 before recovering to most recently trade at a one-month high of $73,000. It does not seem likely that Hayes’ anticipated interest rate cuts will come in the next Fed meeting, however. According to the CME Group’s FedWatch tool as of Wednesday the chances of the Fed cutting interest rates at its March 17-18 meeting are 2.7%. The majority of observers expect the Fed to hold the current rate of between 350 and 375 basis points. He cited previous U.S. military campaigns in the Middle East, such as the Gulf War in 1990, the global war on terror campaign launched in 2001 in response to 9/11 and the move to increase military presence in Afghanistan in 2009. The Fed was forced to cut interest rates and pump liquidity into the market to support the war effort in those instances except in 2009, when the interest rate was already near zero, he said. Instead of buying someone else's ETF, build an index around your own thesis with Public's AI too...

With war quickly spilling over Iran’s borders across the Middle East and concerns that AI could displace entire knowledge-based companies and industries, investors have been searching for safety lately. “Markets are panicked as investors fear that the blast radius of the Iran attack may be larger than initially suspected,” he wrote in a note Wednesday. In some sense, this may be an example of why investors should be careful what they wish for.

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The push and pull between the oil markets and equities continues . After a calm Wednesday, oil prices surged on Thursday, with West Texas Intermediate topping $80 per barrel and reaching its highest level since July 2024 amid concerns about supply disruptions and a prolonged war. As oil prices rise, so do fears of inflation, which pushes the benchmark 10-year Treasury yield higher. The combination of rising oil prices, which act as a tax on consumers, with higher bond yields makes for an ugly combination for stocks. Over the past few days, spikes in oil prices have been met with commentary from the Trump administration about potential steps to stabilize the energy market. Nvidia shares turned lower after Bloomberg reported that the Trump Administration is drafting a plan that would give it more control over AI chip exports. According to the report, U.S. officials have drafted regulations requiring companies to seek U.S. approval to export AI accelerators to other countries. The report also says these rules wouldn't function as an export ban but would instead make the U.S. government the "gatekeeper for the AI industry." That's an extremely important distinction, but it's still surprising news because last May the Trump administration scrapped the Biden administration's "AI diffusion rule" that would've set strict semiconductor export limits. Costco and Marvell Technology are the two big earnings reports on Thursday after the closing bell. There are no major earnings reports on Friday, but the economic data will be a big story. It's jobs day, which means we'll see the monthly non-farm payroll report at 8:30 am ET. Economists are forecasting a 55,000 increase in jobs for February, with average hourly earnings increasing 3.7% and the unemployment rate staying at 4.3%. The January retail sales report ...

格隆汇3月6日｜壳牌与委内瑞拉公司VEPICA以及KBR和贝克休斯达成多项技术和商业协议。壳牌的协议涵盖了离岸天然气项目、陆上油气机会、勘探活动，以及本地化内容和就业培训计划。

Rocket Companies ( RKT ) stock fell 5.1%, and UWM Holdings ( UWMC ) stock declined 4.2% in Thursday afternoon trading after Better.com partnered with OpenAI ( OPENAI ) to launch a conversational credit decision engine in ChatGPT. The decision app for mortgages and home equity loans connects users with Better's Tinman engine directly in ChatGPT, allowing lending teams to approve more loans faster, the companies said in a statement. " Big mortgage aggregators in the broker and correspondent channel charge what is essentially a 1-2% tax on each loan just to underwrite a mortgage and deliver it to an institutional investor. That ends now," said Leah Price , general manager of the Tinman AI Platform. Other lending platforms also slumped. LendingClub ( LC ) dropped 3.6%, and LendingTree ( TREE ) fell 1.8%. More on Rocket Companies, UWM Holdings, etc. Rocket Companies: A 30% Firesale Is A Buying Opportunity, Low Mortgage Rates UWM Holdings Corporation 2025 Q4 - Results - Earnings Call Presentation Rocket Companies, Inc. 2025 Q4 - Results - Earnings Call Presentation OpenAI CEO says government should be more powerful than companies Most and least shorted $2B+ financial stocks in early March

US gov't preps sweeping export controls for Nvidia, AMD AI hardware — worldwide licensing system would give Trump admin broad authority to block global sales Tom's Hardware

经济学家预计，人工智能将带来更高的生产率，这对于长期之内提升经济增长至关重要。但投资者开始担心，在实现这一点的过程中可能造成怎样的损害，既包括资本市场，也包括劳动力市场，尤其是人工智能带来的颠覆性影响远超互联网繁荣时期的情况下。 “这次是不是规模更大？是的，” 弗吉尼亚大学的人工智能专家Anton Korinek说，或许大了10倍。“与1990年代相比，关键区别在于互联网只扰乱了信息传播，”Korinek说，“而人工智能则颠覆了广泛的认知生产。这涉及的的经济影响面要大得多。” 终极目标 当然，这些都还是对一种快速变化、且在很大程度上未经检验的技术的早期猜测，而该技术的终极目标是让劳动者更高效。 生产率本质上是衡量劳动者在现有工具条件下能够产出多少的指标，因此当有人发明互联网或人工智能这样的重要新工具时，生产率往往会大幅上升。 根据周四公布的数据，上个季度美国劳动生产率上升了2.8%。由于波动较大，经济学家通常不会对单个季度过度解读。不过，总体趋势是上升的。在疫情时期出现大幅波动之后，自2023年初以来，生产率以2.8%的平均速度增长。这是截至2019年十年期间平均水平的两倍多。 关于这轮加速有多少归因于人工智能，争论非常激烈。但即便是那些认为这项新技术尚未作出重大贡献的分析师，大多也预计它不久后就会发挥重要作用。 劳动生产率的提高能够带来效率的提升，使企业及其员工都能增加收入，而不会引发通货膨胀。从历史看，经济会适应重大的技术突破，创造出此前无人能想象的新兴产业和新职业，生活水平也随之提高。 “必须如此” 这是长周期的视角，掩盖了前进道路上的许多坎坷。 “一个行业出现繁荣与萧条的周期是正常的，”麻省理工学院获得诺贝尔奖的经济学家Simon Johnson说。“甚至可能必须如此。” 但他表示，当企业倒下时，可能会带来更广泛的风险，尤其是当倒闭的企业借贷甚多时。“你不希望感染到信贷，当然也绝对不想卷入银行体系内部。” 就目前而言，在美国资本市场上，所谓的“人工智能恐慌交易”还只是一个小水花。 自2022年11月份ChatGPT发布以来，标普500指数上涨了大约三分之二。其中很大一部分涨幅来自人工智能公司本身及其供应商的估值飙升，如Meta Platforms Inc．和英伟达。但如果他们的技术令人失望，就会带来一系列风险。 但还有另一类风险，也是近期市场波动背后的那一类...