格隆汇3月25日丨中国地震台网正式测定：03月25日22时53分在内蒙古锡林郭勒盟多伦县(北纬42.47度，东经116.76度)发生4.2级地震，震源深度12千米。

PC makers face shortages of Intel and AMD CPUs that stretch up to six months — lead time for orders jumps from just two weeks in the face of AI demand Tom's Hardware

PC makers face shortages of Intel and AMD CPUs that stretch up to six months — lead time for orders jumps from just two weeks in the face of AI demand tomshardware.com

China Eastern Airlines said on Wednesday it placed a multibillion-dollar order for 101 Airbus A320neo aircraft, marking another success for the French company after it raked in big orders from Chinese airlines in December and amid uncertainties related to a widely speculated potential deal between its rival Boeing and Beijing. While the list price of the deal would be US$15.8 billion, China Eastern said Airbus had granted it “a significant price discount” which was “more favourable than the...

欧美市场全线反攻。 北京时间3月25日晚间，美股三大指数集体走强，截至记者发稿，纳指大涨超1%，道指涨0.75%，标普500指数涨0.75%，大型科技股普涨，热门中概股全线大涨，纳斯达克中国金龙指数大涨超2%，拼多多大涨超8%，京东大涨超5%，阿里巴巴大涨超3%。欧洲股市亦集体大涨，欧洲斯托克50指数、德国DAX30指数、法国CAC40指数、英国富时100指数均涨超1%。 有分析指出，有关美国向伊朗提出结束冲突方案的消息提振了市场情绪，另外国际油价大幅下挫也缓解了投资者对美国通胀卷土重来风险的担忧，市场对美联储加息的预期有所降温。 值得一提的是，美股芯片板块大幅走强，其中芯片设计Arm公司股价暴涨超16%，此前该公司发布了其首款自研芯片AGI CPU，并表示，其新发布的自研芯片到2031年单款产品将产生150亿美元的收入。 另外，美国芯片巨头AMD、英特尔股价亦大幅走强，有消息称，英特尔和AMD已通知客户，3月和4月CPU价格将上调。有业内人士指出，目前CPU短缺一天比一天严重，不亚于内存芯片的情况。 芯片巨头宣布：涨价 3月25日，据《日经亚洲》报道，英特尔、AMD已各自通知客户，将分别于3月和4月起对全系列CPU上调价格。 受此影响，AMD、英特尔股价均大幅拉升，截至北京时间22：15，涨幅分别为6.26%、5.79%。 报道称，多名知情人士透露，今年以来CPU报价已多次上调，平均涨幅达10%至15%，部分产品涨幅更高。与此同时，交货周期从过去的一至两周骤升至平均八至十二周，个别情况下甚至长达六个月。 多名行业高管警告，CPU短缺在今年4至6月有望进一步恶化，而X86架构的供应压力也正在为基于Arm架构的处理器打开更大市场窗口。 据报道，惠普、戴尔等顶级PC制造商在今年2月底开始发现，其CPU需求量与实际可获得量之间出现了明显缺口，且当前状况远比数月前严峻。 一名负责销售英伟达、AMD和英特尔产品的服务器制造商高管表示，此前CPU的平均交货周期约为一至两周，但现在已延长至平均八至十二周。 一名服务器及PC分销商高管则指出，在某些情况下，CPU的等待时间目前已长达六个月。 一家游戏PC公司高管直言：“我们担心的是，即便多付钱也未必能拿到货。CPU短缺一天比一天严重，不亚于内存芯片的情况。” 与存储芯片短缺的逻辑类似，AI算力需求的爆炸式增长是此轮CPU紧缺的核心 ...

Palantir Technologies Stock (PLTR) Jumps on Analyst Praise for Golden Dome Inclusion TipRanks

Palantir Technologies Stock (PLTR) Jumps on Analyst Praise for Golden Dome Inclusion tipranks.com

期市夜盘收盘，国内期货主力合约涨跌互现。涨幅方面，甲醇涨超3%，合成橡胶涨超2%，PTA涨超1%。跌幅方面，低硫燃油跌超3%，PVC、玻璃、粳米、燃油跌超1%。

格隆汇3月25日丨据央视财经，近期，国际银价震荡，国内现货白银价格出现下跌，这一剧烈波动也迅速传导至终端消费与工业领域。在深圳水贝黄金珠宝市场，剧烈的价格波动让批发商的生意经历了“过山车”。某贵金属批发商表示：“在一月底之前，一天卖个一两百公斤是很正常的，但是价格下滑以后，最差的时候可能一天一两公斤都卖不掉。”与投资银条遇冷不同，小克重的银饰在零售端反而迎来了销售机遇。不少消费者将价格回调视作“入手”的好时机。与消费银销售回归常态不同，近期工业银需求快速增长。作为光伏、电工合金等行业的关键原料，银价下跌直接刺激了相关企业的补库与生产需求。

A long-running experiment in Colorado provides an ‘alarming’ view of how rapidly unchecked global heating could transform fragile ecosystems Every summer, people descend on the wildflower capital of Colorado to see grasslands flush with corn lilies, aspen sunflowers and sub-alpine larkspur. In January 1991, scientists set up a unique experiment in these Rocky Mountain meadows. It was one of the first (and longest running) to work out how the changing climate would affect an ecosystem. At the time, it was believed a temperature increase could lead to longer, lusher grasses. But instead of flourishing, the grasses and wildflowers started to disappear, replaced by sage brush. The experimental meadows morphed into a desert-like scrubland. Even the fungi in the soils were transformed by heat. Continue reading...

Playful dressing is back, and our menswear expert has picked his top staples and styling tweaks for the new season, from stripes to moustaches • How to buy secondhand clothes online that you’ll actually wear Over the past couple of years, the runways have felt hushed: classic colours, minimal silhouettes, understated accessories. This season feels like a gear change: the mood has lifted, and designers are getting playful again. We’re talking colour, stripes, brooches, bandanas, resort wear, jewellery, denim jackets, even pyjamas … Personality and feelgood dressing are back on the agenda. I’ve put together a list of 50 tips and tricks to get you on top of your fashion game for the upcoming season. For spring, your best investments will be transitional layers that wake up your wardrobe – think denim jackets, long-sleeve bretons and argyle knits. Continue reading...

Japan’s structural reform of its maritime force reflects a shift towards quasi-carrier operations and preparations for a potential conflict with Beijing, according to Chinese analysts. The Japan Maritime Self-Defence Force (JMSDF) on Monday revamped its organisational structure to accelerate decision-making and improve ship operations, according to Kyodo News. The agency described the move as part of Japan’s efforts to strengthen defence amid China’s growing assertiveness. As part of the...

伊朗新闻电视台今天（3月25日）援引一名不具名的伊朗高级政治安全官员的话报道称，伊朗将根据自身决定的时间，并在其提出的条件得到满足后结束战争，不会允许美国总统特朗普决定战争结束的时间。该官员表示，伊朗方面提出的条件包括：敌对方停止“侵略”行为；建立切实有效的保障机制，防止战争再次发生；明确界定战争损失并确保赔偿落实；在所有战线全面结束军事行动，包括停止针对各“抵抗力量”组织的打击；承认伊朗对霍尔木兹海峡行使主权的合法权利。（CCTV国际时讯）

Wall Street was already worried about another surge in inflation tied to the Iran war. Now a stunningly large increase in the cost of imported goods has added to the angst.

Synoptek, a leading systems integrator and managed service provider, has once again achieved the prestigious Microsoft Azure Expert Managed Service Provider (MSP) designation – for the eighth consecutive year. This recognition is awarded to a select group of Microsoft partners who exhibit deep expertise, proven customer success, and operational excellence in delivering managed services on Microsoft Azure.

First announced earlier this year at CES 2026 , Xthings is planning to release two new long-range wireless security camera kits sometime in the second quarter of this year, with pricing ranging from $489.99 to $989.99 depending on the number and types of cameras included. The cameras will use the Wi-Fi HaLow (802.11ah) protocol to wirelessly transmit video at distances of up to 1,000 meters (over 0.6 miles) even with obstacles like buildings in the way, simplifying installation for large facilities and properties. The Ulticam Long-Range Wireless AI Security Kit is the smaller of the two kits. It pairs four of the company's B25W outdoor camer … Read the full story at The Verge.

Google (GOOG.US, GOOGL.US) released a new algorithm aimed at reducing memory usage, causing a decline in storage-related stocks. SanDisk (SNDK.US) temporarily fell by 8%. moomoo.com

格隆汇3月25日｜摩根士丹利认为，中东战事持续震荡市场之际，美国企业基本面仍然稳健，未来12个月盈利预测增长达20%，接近历史高位，通常仅见于经济走出衰退时期。大摩投资总监Mike Wilson表示，油价上升未必会中止经济周期，企业盈利前景仍支持美股走势。即使股市回落，盈利预测仍上调，属罕见情况，历史上往往预示后市表现强劲。他预期，标普500指数企业首季盈利按年增长11.9%，高于伊朗战事前预测。

Nvidia’s shift toward artificial intelligence in the late 2010s has led to tremendous growth in demand for its products and services. As such, the tech giant — which is the largest publicly traded company by market capitalization — has had to significantly increase its workforce across the board, ...

中国地震台网自动测定：03月25日22时53分在内蒙古锡林郭勒盟多伦县附近（北纬42.45度，东经116.79度）发生4.3级左右地震，最终结果以正式速报为准。（界面新闻）

Source: Bloomberg, 3:13

In the hugely popular pre-school animation, composer Joff Bush references and rearranges classical tunes in all the right places – and never plays it for cheap laughs. Plus, the Wigmore Hall sees the writing on the wall Classical music’s continued battle for relevance and impact continues to find new nadirs, from tired experiments with formats to bathetic look-at-me clickbait. But what if there was an answer – a joyous, creative and positive one – staring at us with irresistibly big eyes? There really might be, in the shape of a blue heeler puppy. I’m talking, of course, about Bluey, the Australian cartoon for children of all ages. The numbers are huge: it was the most streamed show in the US last year, with more than 45bn minutes watched, and a billion streams and counting across the world for Bluey’s albums and soundtracks, all written by Joff Bush, the Australian musician who has led the composition of the music for each of the 154 episodes so far. Continue reading...

American Express (AXP) CEO Stephen J. Squeri released his annual shareholder letter, highlighting his take on how the artificial intelligence (AI) trade will impact business.Yahoo Finance Executive Editor Brian Sozzi goes over the details.

据报道，Meta周三将裁减数百名员工。 据一位熟悉公司计划且因信息保密而不愿透露姓名的消息人士称，此次裁员涉及公司内部多个不同组织，包括Facebook、全球运营、招聘、销售和Reality Labs。 责任编辑：张俊 SF065

Earnings Call Insights: EDAP TMS S.A. (EDAP) Q4 2025 Management View CEO Ryan Rhodes described 2025 as a transformative year, highlighting "39% revenue growth in our core HIFU business and record commercial performance for Focal One." Rhodes indicated that much of the growth was driven by accelerated adoption in the U.S., citing "record system placements and strong procedure growth." He emphasized that "the fourth quarter was the strongest quarter in the company's history for HIFU revenue, representing an increase of 34% over the same period last year." Rhodes detailed commercial achievements, including a record 15 Focal One placements in Q4—14 of which were cash sales—with 10 in the U.S., the highest quarterly total to date. He noted expanding adoption among leading academic centers and community hospitals, including placements at Aurora St. Luke's Medical Center in Wisconsin and four new systems in Pennsylvania, as well as conversions from legacy HIFU technology at major institutions. International expansion was marked by first-time sales in India and Argentina, with additional system sales in Italy and Spain, further strengthening the company's global footprint. Rhodes noted, "our Focal One capital sales momentum also continues to expand in existing regions as well as new emerging markets." Regulatory progress included FDA clearance for the latest Focal One Robotic HIFU platform with advanced ultrasound imaging, supporting future AI-driven developments. Rhodes highlighted new reimbursement rates, stating "a national facility payment average of $9,671, representing a 4.6% increase versus 2025." On clinical expansion, Rhodes pointed to ongoing studies in endometriosis and BPH, including a new clinical trial in South America in collaboration with Mount Sinai Health System. CFO Ken Mobeck reported, "HIFU revenue for the full year 2025 was EUR 33.1 million, an increase of 39% as compared to HIFU revenue of EUR 23.8 million for the full year 2024." Mobeck explained the...

Ratchapon Supprasert/iStock via Getty Images Canadian officials spoke to Trump administration representatives about a proposed revival of part of the canceled Keystone XL oil pipeline at a meeting in Houston this week, Canada's Natural Resources Minister Tim Hodgson said Tuesday, according to Reuters. The project proposed by pipeline company South Bow ( SOBO ) and ‌U.S. partner Bridger Pipeline was one of the ‌topics Hodgson said he and Canada's Ambassador to the U.S., Mark Wiseman, discussed with U.S. Energy Secretary Wright and U.S. Interior Secretary Burgum. Canada is positioning the potential of a new cross-border oil pipeline as a way it ‌can help the U.S. achieve energy security, Hodgson ⁠said in an interview at the ‌CERAWeek by S&P Global conference. The U.S. is the world's largest producer of oil at 12M-13M bbl/day, "but they consume 20M," Hodgson said, "and they understand that Canada provides ~63% of that difference." Hodgson said he also made it clear ‌at this week's meeting that Canada is aggressively working to expand its oil exports to non-U.S. markets by completing a planned 300K bbl/day expansion of the Trans Mountain pipeline that runs from ⁠Alberta to the Pacific Coast. The Keystone XL project, ​which was canceled by former President Biden, is fully permitted ⁠on the Canadian side, but a presidential permit would be needed for the pipeline to cross the Canada-U.S. border, and state regulatory permits also would be needed. "The President's entire energy team has been working diligently with our partners ​in Canada to work through the permitting process," an unnamed Trump administration told Reuters. More on South Bow South Bow: As Dust Settles - Downgrade To Hold South Bow: Strong Business Model, Outstanding Dividends, Growth On The Horizon South Bow Q4 2025 Earnings Call Transcript

Industry fears strait of Hormuz closure could disrupt shipping of crucial parts for UK and German North Sea projects • Business live – latest updates A string of large offshore wind projects in Europe are facing potential delays as the Iran war threatens to disrupt shipping of crucial parts manufactured in the Gulf. Industry sources are concerned that components ordered from suppliers in the United Arab Emirates could become trapped if shipping remains effectively blocked through the strait of Hormuz . Continue reading...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Flexible Income Active ETF (Symbol: BINC) where we have detected an approximate $248.6 million dollar outflow -- that's a 1.4% decrease week

Jonathan Kitchen/DigitalVision via Getty Images Intro Soitec ( SLOIF ) is a market leader in the design and manufacturing of high-end wafers for the semiconductor industry. Its proprietary technology, called Smart Cut, enables cutting thin layers of high-value substrates and merging them with lower-cost wafers, thereby improving production efficiency. Soitec Serving the smartphone industry as its main market, Soitec has suffered a severe contraction in volumes since 2022, exacerbated by foundries stockpiling its wafers, driven by the supply chain crisis that forced producers to manage working capital with just-in-case inventory management. To cope with the difficult situation, the firm has engaged in a cost-cutting program, resulting in reductions in OPEX and CAPEX. Also, the current CEO, Pierre Barnabé, has been in charge since 2022 and will step down in the coming month, with Laurent Remont to take over. Laurent has deep expertise in the telecom sector, with prior experience at STMicroelectronics ( STM ) and Infineon ( IFNNY ). With client inventory channels gradually improving, growing opportunities in the data center, and a reasonable valuation, it may not be too late to buy the stock. Investment Thesis The firm has developed a complete portfolio of wafers aiming to optimize the energy consumption of semiconductors with applications from the mobile segment (Radio frequency RF, Filters with the POI), automotive, and small devices power saving applications, and finally the data center segment in the photonics segment. Over the recent years, group revenues have increased consistently from 2018 to calendar 2022, driven by the expansion of the mobile segment and the emergence of 4G and 4G frequencies, using RF SOI semiconductor substrates. However, the supply chain over-ordered wafers during the global chip crisis, leading to a period of inventory above trend and a prolonged, difficult phase of undershipping for Soitec operations. Seeking Alpha The more recent quarte...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street Energy Select Sector SPDR ETF (Symbol: XLE) where we have detected an approximate $231.2 million dollar outflow -- that's a 0.5% decrea