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[东吴证券][福莱特]2025年报点评:行业竞争优化,盈利有所改善

东方财富 📅 03/29 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 601865 福莱特 2025年报点评:行业竞争优化,盈利有所改善 买入 维持 0.550 27.92 光伏设备 null

[东吴证券][盛新锂能]2025年报点评:Q4锂价上涨毛利率提升,26年再上台阶

东方财富 📅 03/29 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002240 盛新锂能 2025年报点评:Q4锂价上涨毛利率提升,26年再上台阶 买入 维持 2.270 18.57 能源金属 null

[东吴证券][金风科技]2025年报点评:风机毛利率超预期拐点已现,绿醇放量在即

东方财富 📅 03/29 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002202 金风科技 2025年报点评:风机毛利率超预期拐点已现,绿醇放量在即 增持 维持 1.000 27.56 风电设备 null

[东吴证券][有友食品]2025年报点评:一次性费用拖累25Q4业绩,全渠道发力势能不变

东方财富 📅 03/29 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 603697 有友食品 2025年报点评:一次性费用拖累25Q4业绩,全渠道发力势能不变 买入 维持 0.640 17.24 休闲食品 null

[东吴证券]宏观点评:每周宏观经济和资产配置研判

东方财富 📅 03/29 00:00
国内宏观观点: 当前国内经济的关键在于五个问题的后续演变。一是油价上涨和输入型通胀的持续性,部分制造业行业可能受到成本冲击,生产和需求都会受到影响。二是一线城市二手房销售存在季节性走弱的风险。2023年和2025年两次二手房市场复苏都在三四月“小阳春”后季节性转弱,因此需关注地产销售季节性回落的影响。三是社零的韧性,今年服务消费强劲,而商品消费成为消费的短板,叠加涨价冲击和补贴减弱,“短板多短”可...

[华源证券]医药行业周报:长护险全国推行在即,建议关注康复护理相关赛道

东方财富 📅 03/29 00:00 9988.HK9926.HK1801.HK
投资要点: 本周医药市场表现分析:3月23日至3月27日,医药指数上涨1.56%,相对沪深300指数超额收益为2.97%。本周五创新药强势大涨,带领医药指数整体上涨3.7%,其中信立泰、热景生物、舒泰神等2025年表现强势的创新药个股涨幅居前。同时,我们建议关注Q1预期业绩较好的板块或个股,其中CRO板块值得重点关注。1)创新药建议关注,A股)恒瑞医药、信立泰、君实生物、华纳药厂、上海谊众、泽璟制...

[中银证券]宏观和大类资产配置周报:中东局势的不确定性开始影响全球经济增长预期

东方财富 📅 03/29 00:00
大类资产配置顺序:股票>大宗>债券>货币。 宏观要闻回顾 经济数据:1-2月工业企业利润同比增长15.2%。 要闻:国家主席习近平在河北雄安新区考察;国务院总理李强出席中国发展高层论坛2026年年会开幕式并发表主旨演讲;中办、国办发布《关于加快建立长期护理保险制度的意见》;市场监管总局召开2026年第一次企业公平竞争座谈会;针对美对华两起301调查,商务部发布公告,分别就美国破坏全球产供链相关做法...

格隆汇3月28日|伊朗:东北部城市马什哈德启动防空系统。

格隆汇 📅 03/28 23:58
格隆汇3月28日|伊朗:东北部城市马什哈德启动防空系统。

Mulvihill Canadian Bank Enhanced Yield ETF Announces Year End Results

Globe News Wire 📅 03/28 23:58
TORONTO, March 28, 2026 (GLOBE NEWSWIRE) -- (TSX: CBNK) Mulvihill Canadian Bank Enhanced Yield ETF (the “Fund”) announces results of operations for the year ended December 31, 2025. Increase in net assets attributable to holders of units amounted to $47.04 million or $3.75 per unit. As at December 31, 2025, net assets attributable to holders of units were $130.48 million or $11.86 per unit. Cash d...

格隆汇3月28日|安全消息人士称,伊拉克基尔库克地区伊拉克什叶派人民动员组织(PMF)总部遭空袭,造成一名武装人员死亡,两人受伤。

格隆汇 📅 03/28 23:57 AAPL.O
格隆汇3月28日|安全消息人士称,伊拉克基尔库克地区伊拉克什叶派人民动员组织(PMF)总部遭空袭,造成一名武装人员死亡,两人受伤。

中东最大铝生产商阿联酋环球铝业的主要生产设施在伊朗袭击中严重受损

新浪 📅 03/28 23:56 9988.HK
阿联酋环球铝业(EGA)旗下规模最大的金属生产设施在伊朗导弹和无人机袭击中遭受“严重破坏”,战争对该地区的大宗商品产业造成新的冲击。 阿联酋环球铝业是中东最大的铝生产商,也是全球市场的主要供应商。由于霍尔木兹海峡实际上已被封锁,波斯湾地区的能源和金属生产商已无法向全球市场供应,而此类袭击很可能导致战争结束后生产运营恢复正常所需的时间进一步延长。 公司在一份声明中表示,仍在评估其位于阿布扎比哈利法港...

Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks

Seeking Alpha 📅 03/28 23:55 MU.O
mesh cube/iStock via Getty Images Micron Technology ( MU ) has bucked the trend gaining 4.9% since my last report while the S&P 500 lost 8.3%. The company is seeing strong growth in sales driven by robust pricing in DRAM as well as NAND driven by robust AI demand. The stock, however, retreated 24% from its highs amid broader concerns on AI investments. From fundamental perspective, I believe that ...

Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks (NASDAQ:MU) - Seeking Alpha

Google 📅 03/28 23:55 MU.O
mesh cube/iStock via Getty Images Micron Technology ( MU ) has bucked the trend gaining 4.9% since my last report while the S&P 500 lost 8.3%. The company is seeing strong growth in sales driven by robust pricing in DRAM as well as NAND driven by robust AI demand. The stock, however, retreated 24% from its highs amid broader concerns on AI investments. From fundamental perspective, I believe that ...

Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks (NASDAQ:MU) - seekingalpha.com

Google 📅 03/28 23:55 MU.O
Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks (NASDAQ:MU) seekingalpha.com

法国警方挫败美资银行门前爆炸企图

格隆汇 📅 03/28 23:53
格隆汇3月28日|据央视新闻,法国方面3月28日消息称,法国警方当天凌晨在巴黎挫败一起在美资银行门前实施爆炸的企图。据了解,当天凌晨3时30分许,一名男子在美国银行巴黎分支机构门前安放一个自制爆炸装置,警方在现场将其逮捕。法国国家反恐检察院已着手调查此案。法国内政部长洛朗·努内兹在社交媒体上发文说,警方挫败的这一暴力行为企图有“恐怖主义特点”,相关调查正在进行。在当前国际局势下,有关安全部门应保持...

Miedema propels Manchester City closer to WSL title with derby stroll against United

The Guardian 📅 03/28 23:52
The latest leg of Manchester City’s victory lap took them to Old Trafford and they did not simply show Manchester United why they are going to become the Women’s Super League champions. They tore them apart in the process. The away side’s symbolic 3-0 win at the home of their embarrassed neighbours demonstrated their vast superiority, and perhaps the only surprising thing was that they did not sco...

Senegal parade Afcon trophy at Stade de France in defiance at being stripped of title

The Guardian 📅 03/28 23:51
Aggrieved side make stand before Peru match in Paris ‘We know we’re African champions,’ says head coach Senegal, who won the Africa Cup of Nations title in a controversial final against hosts Morocco in January, only to be stripped of their victory earlier this month, paraded the trophy before a friendly on Saturday against Peru at the Stade de France in Paris. Kalidou Coulibaly, the Senegal capta...

What Happens to Your 401(k) When You Die? What Heirs Need to Know in 2026.

Nasdaq 📅 03/28 23:51
Key PointsIt's extremely important to keep 401(k) beneficiaries updated, as they supersede wills and other arrangements.

The Chief Commercial Officer of Liquidia (LQDA) Sold 80,000 Shares for $2.8M

Nasdaq 📅 03/28 23:46
Key PointsScott Moomaw sold 80,000 shares of common stock for a transaction value of approximately ~$2.83 million on March 9, 2026.

US-China tech war: Who will win the global quantum computing race?

Investing 📅 03/28 23:45

AMD Ryzen 9 7900X 12-core CPU hits all-time low of $199 — Zen 4 chip brings unbeatable value at $16.58 per core - Tom's Hardware

Google 📅 03/28 23:45 AMD.O
AMD Ryzen 9 7900X 12-core CPU hits all-time low of $199 — Zen 4 chip brings unbeatable value at $16.58 per core Tom's Hardware

AMD Ryzen 9 7900X 12-core CPU hits all-time low of $199 — Zen 4 chip brings unbeatable value at $16.58 per core - tomshardware.com

Google 📅 03/28 23:45 AMD.O
AMD Ryzen 9 7900X 12-core CPU hits all-time low of $199 — Zen 4 chip brings unbeatable value at $16.58 per core tomshardware.com

Streaming Wars: 1 Netflix Rival Dominating the Industry

The Motley Fool 📅 03/28 23:45
When it comes to video entertainment, Netflix needs no introduction. It counts 325 million subscribers in more than 190 countries. And it generated $45 billion in revenue in 2025. This streaming stock has skyrocketed 838% in the past 10 years (as of March 25), a performance that certainly gets a lot of attention. Investors focused on Netflix need to look at another dominant company, however. It's ...

AMD 锐龙 AI 智能体创新应用大赛邀你定义 AI 新未来

36kr 📅 03/28 23:44 NVDA.OAMD.O
最近,Openclaw “全民养虾” 成为全网热议的 AI话题,让大众真切感受到:AI 智能体时代,真的来了!AI智能体正从技术概念走进现实,融入日常、重塑工作流、改变生活与学习方式,小到个人办公的效率提升,大到行业场景的流程革新,AI 智能体正以看得见的方式,渗透到每个人的生活角落,开启一场属于全民的生产力变革。 当 AI 智能体成为科技浪潮的新核心,AMD 始终站在端侧 AI 的前沿,以硬核技...

Dow Jones Futures: Sell-Off Breaking Hearts As Oil Prices Hit $100 In Iran War; What To Do Now

Yahoo 📅 03/28 23:42 TSLA.O
The major indexes sold off to hit six-month lows as oil prices near $100 amid the Iran war. Tesla deliveries loom.

French police foil Paris bomb attack outside US bank

SCMP 📅 03/28 23:42
French police stopped an apparent bomb attack outside a US bank in Paris early on Saturday when they arrested a man about to set off a homemade explosive device, officials and sources close to the case said. The incident occurred around 3.30am in front of a Bank of America building in the chic 8th arrondissement, a couple of streets from the Champs-Elysees. Police grabbed the man just after he pla...

Here are 3 themes that drove another super challenging week for stocks

CNBC 📅 03/28 23:42 META.OAMZN.O
The ripple effects of the war in Iran are ever-widening. Soaring oil prices continued to put pressure on stocks last week, with the Dow and Nasdaq slipping into correction territory, defined by declines of 10% or more from record highs. The Dow and Nasdaq sank 1.7% and nearly 2.2%, respectively, on Friday and just about 1% and 3.2%, respectively, for the week. The Dow is down 10% from its most rec...

India Says Iran War Could Hit Growth, Widen Fiscal Deficit

Bloomberg 📅 03/28 23:42
Liquefied petroleum gas (LPG) canisters at a depot in Noida, Uttar Pradesh, India, on Monday, March 16, 2026. India is the second-largest importer of LPG in the world and is suffering acute shortages of the fuel, used in cooking gas and industrial processes.

Is State Street's SPTM a Better U.S. Market ETF Than Vanguard's VTI?

The Motley Fool 📅 03/28 23:42
The Vanguard Total Stock Market ETF (NYSEMKT:VTI) and the State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEMKT:SPTM) both offer ultra-low fees, broad U.S. equity exposure, and nearly identical performance, but differ in sector tilt, portfolio breadth, and dividend yield. Both VTI and SPTM aim to provide investors with comprehensive access to the U.S. stock market, spanning larg...

Analysts nudge their Nvidia (NVDA) price targets higher after GTC - MSN

Google 📅 03/28 23:42 NVDA.O
Analysts nudge their Nvidia (NVDA) price targets higher after GTC MSN
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