Bond yields are falling as focus turns to the growth risks from a protracted conflict in the Middle East conflict and expectations for higher interest rates cool. Bloomberg's Morwenna Coniam joined "The Opening Trade" to discuss. (Source: Bloomberg)

中共中央总书记、国家主席、中央军委主席习近平30日上午在参加首都义务植树活动时强调，良好生态人人共享，也需要合力共建。要组织动员全社会广泛参与植树造林，为山川大地增添锦绣，让中国式现代化的底色更加亮丽。(新华社)

Gunmen killed at least a dozen people in Jos, the capital of Nigeria’s restive Plateau state, sparking retaliation from a mob that killed 10 more, locals said on Monday. Plateau state, in central Nigeria’s Middle Belt region, experiences recurring violence in the countryside, mostly linked to land disputes between farmers and herders. Jos has seen bouts of sectarian violence in the past, but deadly, mass casualty attacks in the crowded city have been rare in recent years. At least 12 people were...

格隆汇3月30日｜富国银行将迪士尼的目标价从150美元下调至148美元，维持“增持”评级。(格隆汇)

Masayoshi Son represents fragile link in AI chain Reuters

The amount of your Social Security checks comes down to two factors: your earnings history and the age at which you claim benefits. But thankfully for some people who may have inconsistent or short work histories, there's a chance to also receive benefits by claiming based on your spouse's earnings history. There are currently over 2 million people receiving Social Security spousal benefits , with many of them younger than their full retirement age (67 for people born in 1960 or later). However, as with standard benefits, there's a trade-off to consider when claiming spousal benefits early, and it may not be in everyone's best interest. Continue reading

Is the stock market in correction territory? It depends on what you mean by stock market. The Dow Jones Industrial Average (DJINDICES: ^DJI) and the Nasdaq Composite Index (NASDAQINDEX: ^IXIC) are indeed in correction. But, perhaps surprisingly, the S&P 500 (SNPINDEX: ^GSPC) isn't (at least as of the market close on Friday, March 27, 2026). Over the last few years, the so-called "Magnificent Seven" stocks have fueled the S&P 500's impressive gains. However, all seven stocks have plunged by double-digit percentages year to date. If the Magnificent Seven isn't preventing the S&P 500 from slipping into correction territory, which stocks are? Five stocks especially stand out. Continue reading

安泰科技公告，2025年营业收入79.32亿元，同比增长4.73%。净利润3.65亿元，同比下降2.02%。公司董事会审议通过的利润分配预案为：以10.51亿为基数，向全体股东每10股派发现金红利2元（含税），送红股0股（含税），不以公积金转增股本。

联德股份公告，2025年营业收入12.54亿元，同比增长14.19%。净利润2.28亿元，同比增长21.46%。公司拟以实施权益分派股权登记日登记的总股本（扣除股份回购专户内股票数量）为基数，向全体股东每10股派发现金股利人民币3.5元（含税），预计共分配股利8418.75万元（含税），剩余未分配利润结转以后年度分配；公司不进行资本公积金转增股本，不送红股。

ST中青宝公告，公司于2026年3月30日召开第六届董事会第二十二次会议，审议通过了《关于申请撤销其他风险警示的议案》，同意公司向深交所申请撤销股票交易其他风险警示。公司股票自2025年3月18日起被深交所实施其他风险警示，因收到深圳证监局下发的《行政处罚事先告知书》。公司目前已不存在其他风险警示情形，符合申请撤销其他风险警示的全部条件。

中东战事或将引发经济急剧放缓的担忧，促使交易员下调加息预期，美国国债走强，为美股提供支撑。布伦特原油价格触及每桶 116 美元。 货币市场将美联储 2026 年加息概率从上周五的约 35% 下调至 25%，美债收益率全线走低。两年期美国国债收益率下降 2 个基点，至 3.89%。上周末标普 500 指数跌至 8 月以来低点后，其期货上涨 0.4%。美元汇率基本持平。 上周末，伊朗及其代理势力对美国盟友发动导弹袭击，中东多地遭袭。经过一个月的冲突后，美国两栖作战编队抵达、伊朗支持的胡塞武装参战，进一步加剧了局势升级的担忧。 截至目前，交易员主要聚焦油价上涨带来的通胀冲击，推动美国国债市场迈向 2024 年 10 月以来最大单月跌幅。但华尔街多家大型债券基金经理表示，随着战争对经济增长的影响愈发明显，债券收益率将走低。 德意志银行宏观研究与主题策略主管吉姆・里德写道：“市场显然预计油价将长期处于高位，这将给全球经济带来滞胀压力。今日早盘，市场核心担忧已从通胀重新转向经济增长层面。” 欧洲方面，斯托克 600 指数走势震荡，欧洲债市同样走强，但收益率降幅不及美国。明晟亚洲股票指数逼近 1 月 1 日以来最低水平。 日本财务省外汇事务负责人三村敦史表示，日本可能在外汇市场采取果断行动，日元兑 G10 集团所有货币均走强。金价在开战以来首次录得周度上涨后企稳，逢低买盘为金价提供支撑。 麦格理集团警告，若伊朗相关冲突持续至 6 月且霍尔木兹海峡持续封锁，油价或飙升至每桶 200 美元的历史高位。包括维卡斯・德维韦迪在内的分析师在报告中指出，冲突延续至二季度将使油价实际价格升至历史高位，该情景发生概率为 40%。 他们同时表示，另一种概率 60% 的情景为，冲突或在本月底结束。 资产管理公司 MPPM 交易主管吉列尔莫・埃尔南德斯・桑佩雷称：“市场情绪恶化，冲突潜在的负面影响已无法忽视。目前看不到冲突快速结束的迹象，供应链的保障必须建立在坚实的协议之上。” 责任编辑：郭明煜

Donaldson Capital Management LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Donaldson Capital Management LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM marketbeat.com

格隆汇3月30日｜Needham将FuboTV的目标价从36美元下调至15美元，仍维持“买入”评级。(格隆汇)

格隆汇3月30日｜以色列报道显示，海法多个地点传出爆炸声，目前没有伤亡报告。

格隆汇3月30日｜平潭发展(000592.SZ)今日涨停，换手率22.49%，成交额49亿元。龙虎榜数据显示，国泰海通证券武汉紫阳东路营业部位列买一席位，净买入3.89亿元；游资“章盟主”位列买二席位，净买入1.8亿元；“宁波桑田路”位列买三席位，净买入1.68亿元；“量化打板”位列买五席位，净买入1.04亿元。上榜席位全天买入10.54亿元，卖出3.18亿元，合计净买入7.37亿元。(格隆汇)

Cracks appear to be forming in the stock market from nearly every direction. Valuations were already high, with the S&P 500 (SNPINDEX: ^GSPC) Shiller CAPE ratio near its highest level since before the dot-com bubble burst. Oil prices have skyrocketed amid uncertainty about the U.S. conflict with Iran. Inflation remains concerning. The U.S. economy seems to be weakening, with much lower-than-expected GDP growth in the latest quarter and 92,000 job losses in February. It's completely understandable if you're nervous about the market. There's good news, though: Three Vanguard exchanged-traded funds (ETFs) were made for times like these. Image source: Getty Images. Continue reading

Key PointsThe Dogecoin cryptocurrency was created as a joke, but it was worth more than most American companies in 2021.

格隆汇3月30日｜据媒体消息，数字发展、通讯和大众传媒部正就强迫苹果将受欢迎的俄罗斯应用程序重新上架到App Store展开讨论。

Investing.com -- Investors have been so focused on hedging against further deterioration — from the ongoing U.S./Israel-Iran conflict to oil prices, credit stress, and rate uncertainty — that they may be unprepared for a stabilizing macro backdrop, Evercore ISI says.

华泰证券公告，2025年营业收入358.1亿元，同比增长6.83%；净利润163.83亿元，同比增长6.72%。公司经董事会决议通过的本报告期利润分配预案为每股派发现金红利人民币0.40元（含税）。

THEGIFT777/iStock Unreleased via Getty Images AngloGold Ashanti ( AU ) is, in my opinion, one of the two competitors for the 'silver medal' in gold mining, alongside Newmont ( NEM ), and behind the industry leader Agnico ( AEM ). While NEM is going bigger and wider, AU seems to have focused on being leaner and meaner - and been richly rewarded for it so far. Perhaps a bit too richly. In recent years, AU has moved its primary listing from South Africa to the NYSE and gotten rid of non-Tier-1 assets in Brazil and Colombia while building an entire new Tier-1 district in Nevada . The market loves this kind of high-efficiency, high-margin play, and the stock has delivered stellar results in 2025 - 266% growth and an 8% dividend, including specials, which was significant idiosyncratic alpha over its peers. However, my main interest here is not in their overall strategy, which I quite like. It is purely on the numbers, based on AU's reported assets - and those numbers suggest to me that the bull case for AU is now highly speculative. Valuing the Resources and Reserves AU's gold mineral reserves have gone from 31.2 million ounces in 2024 to 36.5 million ounces in 2025, with strong gains coming from the Sukari acquisition in Africa and from the Pre-Feasibility Study (PFS) at the Arthur Gold Project, which has added the Merlin reserves to its total. The Measured and Indicated Mineral Resources (M&I), which are exclusive of reserves, stand at 68 million ounces. Another 49.3 million ounces is inferred gold resources. For 2026, AU has given guidance for the All-In Sustaining Costs (AISC) at the group level to be at USD 1990 per ounce at the higher end of the range (see page 3 here ). Meanwhile, the average gold price received per ounce for 2025 was USD 3468 per ounce (for Q4, this was at USD 4171). Given the generally bullish consensus on gold, I think USD 3500 per ounce is a reasonable assumption price, giving us a profit of USD 1500 per ounce. Going strictly by the reserves es...

格隆汇3月30日｜蔚来汽车(NIO.US)美股盘前涨3.2%报5.48美元。消息上，蔚来在当地时间3月26日哥斯达黎加首都圣何塞开设了其首家本地蔚来中心，标志着其在拉丁美洲地区的首家门店落成，正式启动拉美市场扩张。值得注意的是，这是蔚来首个在海外展示其所有三个汽车品牌——蔚来、Onvo 和 Firefly 的门店，使得哥斯达黎加成为该公司首个以三品牌战略进入的海外市场。蔚来于2021年10月正式进入国际市场，首站是挪威，随后扩展到德国、荷兰和瑞典，均采用直销模式。

There's no guaranteed way to become a millionaire, but investing in stocks can be one of the best. The stock market has delivered average annual returns of 10% for the past 50 years. (That includes up years and down years.) If you invested $10,000 in the S&P 500 index and could earn 10% average annual returns, after 49 years, you'd have $1 million. But what if you want to get your million sooner than that? The Vanguard International High Dividend Yield ETF (NASDAQ: VYMI) has delivered stronger gains in the past year than the S&P 500 index and the tech-heavy Nasdaq-100 index. For the past five years, this international stock exchange-traded fund (ETF) has delivered average annual returns (by net asset value) of 14.9%. If this fund can keep beating the S&P 500 for the long term, it could make you a millionaire sooner. There are no guarantees in investing, but here's a closer look at how this fund could make your money grow. Continue reading

宇通客车公告，2025年营业收入414.26亿元，同比增长11.31%；净利润55.54亿元，同比增长34.94%。拟以公司总股本为基数，每10股派发现金股利20元（含税）。

格隆汇3月30日｜据隆众资讯，山东地区尿素行情稳定继续，小颗粒主流出厂成交1830-1840元/吨，大颗粒出厂参考1960元/吨。临沂市场一手贸易商出货参考价格1890-1900元/吨附近，菏泽市场参考价格1870-1880元/吨附近。联盟装置故障短停，省内其它企业正常生产。近两日企业新单成交减少，但短时出货依旧无压，部分厂现货紧张，报价暂时稳定延续。而市场，一方面返青肥陆续进行，另一方面限价影响下游采购心态，下游多按需采购为主，行情呈现不温不火状态，市场价格暂时维持。