黄仁勋：不信“接班人计划”，希望死在工作岗位上

格隆汇3月25日｜黎巴嫩军队：周二坠落在该国多个地区的导弹残骸被确认为伊朗制造的弹道导弹，不过这枚导弹很可能并非以黎巴嫩为目标。境内并未部署任何导弹拦截系统。

3月24日，商务部部长王文涛在喀麦隆首都雅温得出席世贸组织第14届部长级会议期间，会见世贸组织总干事伊维拉。中国常驻世贸组织代表团大使李詠箑参加会见。王文涛强调，面对国际经贸秩序遭遇严重冲击，中方坚定支持喀麦隆办好第14届部长级会议，将努力推动会议在世贸组织改革、投资便利化、电子商务、农业、发展等领域取得务实成果，释放成员共同维护多边贸易体制的积极信号。中方支持达成世贸组织改革成果文件，坚决维护最惠国待遇等世贸组织基本原则，避免全球经贸退回到以实力为基础的“丛林法则”；积极参与在世贸组织框架下开展公平竞争等议题讨论，并将致力于提升决策机制效率、恢复争端解决机制运行，加强多边贸易体制的权威性、有效性和相关性。中方坚持把发展置于世贸组织工作议程的中心位置，将与全球南方其他成员一道维护共同利益，让多边合作成果更好惠及广大发展中成员。（商务部）

3 月 24 日，小米发布 2025 年第四季度财报， 手机和家电数码业务都拖了后腿，只剩汽车业务是不错的亮点。 收入方面，小米本季收入达到 1169 亿元，同比只增长 7.3%， 收入增长几乎全部来自于汽车业务的发力，同比增长 123.4% ，而公司传统的手机和家电数码（ AIoT ）业务收入同比下滑了 13.7% 。 利润方面，本季度毛利润达到 243 亿元，同比增长了 8%， 而如果你用 “ 毛利-研发费用-销售管理费用 ” 口径作为经营利润 （ 剩下部分为对外投资收益、政府补贴等等，波动大且不可持续 ）， 小米本季度经营利润为 32 亿元，对比去年同期的 58 亿元，下滑了 45% 。 而在 2025 年第三季度，小米的经营表现是这样的：收入同比增长 22%（ 其中汽车业务增长 199%，手机和家电数码增长 1.6% ）；毛利润 259 亿元，同比增长 37%； 经营利润 67 亿元，同比增长 29% 。 所以，小米四季度的经营表现，无疑是很差的。主要就是竞争激烈，国补退坡（ 部分地区从全面补贴变为摇号、限时抢购模式 ），手机量价齐跌，同时还撞上了内存涨价，此外，费用方面，研发、管理、销售费用都有所增长。 下面我们对具体业务进行分析。 首先是造车业务，本季度小米汽车相关收入 372 亿元，销量 14.5 万，毛利率 22.7% 保持在健康水平之上，连续第二季度实现盈利。 2025 年小米汽车合计交付 41.1 万辆，2026 年目标为 55 万辆。对比同行，蔚来 2025 年销量为 32.7 万辆，小鹏 2025 年销量为 42.9 万辆，理想 2025 年销量为 40.6 万辆， 可以看出小米已经短时间和前辈们追平了。 再往前看，特斯拉在中国区的年销量大约为 60 万辆出头（ 2024 年销售 65.7 万辆，2025 年销售 62.6 万辆，同比下滑 4.8% ）。所以小米汽车的销量到了这个水平，说继续增长有可能，说下滑也不是没可能 —— 毕竟 2025 年理想、特斯拉的销量也下滑了。 今年前两个月，小米汽车的销量出现了下滑（ 注：有 SU7 换代的原因 ）。2026 年 3 月 19 日，小米正式发布新一代 SU7 系列，官方披露新车开售 3 天锁单突破 3 万台，成绩还算不错。 销量是一方面，另一方面，锂电池、铜铝等原材料，以及内存涨价，对造车业务的...

Anteros Metals ( AGI ) on Wednesday appointed Abraham Drost as Executive Chairman of its board of directors. Drost had been a registered Professional Geoscientist (Ontario) and president of Rift Minerals, Anteros’ partner on the Seagull project, and had served as chairman of Vinland Lithium. He had also served as president and director of Sabina Gold & Silver. Emily Halle would step down as director and transition to a strategic advisor role, continuing to support its exploration strategy. Referring to its Feb. 23, 2026 release, the company had amended the offering terms to include units priced at $0.05 and flow-through units at $0.065, for gross proceeds of up to $1M. Each unit comprised one common share and one-half warrant, with each whole warrant exercisable at $0.10 per share for two years from issuance. Each flow-through unit comprised one flow-through common share and one-half warrant. The company had granted 2.7 million options at $0.065, expiring in five years. Shares +1.79%. Press release . More on Alamos Gold Inc. Alamos Gold: One Of The Best Gold Miners Still Trading At A Discount Alamos Gold Inc. 2025 Q4 - Results - Earnings Call Presentation Alamos Gold Inc. (AGI:CA) Q4 2025 Earnings Call Transcript Alamos Gold Non-GAAP EPS of $0.54 beats by $0.05, revenue of $575.3M misses by $18.9M Alamos Gold Q4 2025 Earnings Preview

格隆汇3月25日｜英国央行货币政策委员格林：金融状况收紧，将影响经济。

Freeport-McMoRan ( FCX ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 1.06% Payable May 1; for shareholders of record April 15; ex-div April 15. The declaration includes a base dividend of $0.075 per share and variable dividend of $0.075 per share in accordance with FCX's performance-based payout framework. See FCX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Freeport-McMoRan Freeport-McMoRan: The Drawdown Is A Gift Freeport-McMoRan: The Profit Surge Has Barely Started (Rating Upgrade) Freeport-McMoRan Inc. (FCX) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference Transcript Copper rebounds as Trump postpones strikes on Iran's power plants Freeport-McMoRan seeks permit for $7.5B Chile mine expansion

Micron launches tender offer for $5.4 billion in senior notes Investing.com

3 Reasons Why Micron Is a Brilliant Stock to Buy The Motley Fool

英国北海过渡管理局（The North Sea Transition Authority， NSTA）在英国第二轮碳封存许可轮次于3月24日截止时，收到了超过200万英亩海床的竞标申请。 北海过渡管理局是一家私人有限公司，由能源安全和净零大臣全资拥有，在 2022 年 3 月之前被称为 英国 石油和天然气管理局，它负责最大限度地提高北海石油的经济回收率。 它有权许可和监管与 英国 石油和天然气有关的活动，包括石油和天然气勘探，碳捕获和储存以及海上天然气储存。 这些申请为英国建立更多碳封存设施铺平了道路，并突显了该领域持续的进展。随着现有项目迈向首次注气，该领域在过去几个月中经历了一系列里程碑式的发展。 第二轮碳封存许可轮次于2025年12月启动，此前与皇家地产、苏格兰皇家地产及其他海床使用者进行了磋商，并在收到意向书后正式推出。 若在这些区域授予许可证，预计将延续英国已在两个不同地点授予四个封存许可证的成功经验。 Track 1项目Endurance已获得封存许可证，使其有可能在2028年实现首次注气；而第二个Track 1项目HyNet则获得了三个封存许可证，同样有望在2028年实现首次注气。 位于蒂赛德海岸附近的Endurance项目近期也已开始钻探一口评价井，此前，巴顿碳捕集与封存项目已在南北海的Hewett油田钻探了一口评价井。 责任编辑：张俊 SF065

da-kuk/E+ via Getty Images India's digital economy is shifting from IT exports to domestic consumption. DGIN's index rebalances toward fintech, e-commerce, and telecom to capture that growth. The MVIS Digital India Index — the underlying benchmark for the VanEck Digital India ETF ( DGIN ) — is updating its methodology to better reflect where growth is occurring in India today, shifting exposure away from global IT exporters and toward domestic consumption, financial services, and connectivity. This piece outlines the structural case for India's domestic digital economy and explains what is driving the index change. From Export IT to Domestic Digital India's listed equity market has long been dominated by large IT services companies that generate the majority of their revenue from clients outside the country. For years, these exporters shaped India's representation in global equity indices. That weighting, however, no longer reflects the composition of India's evolving domestic economy. Rising smartphone penetration and household income growth are accelerating domestic digital activity across payments, e-commerce, online financial services, and telecom infrastructure. India's GDP has expanded from roughly $2 trillion in 2015 to approximately $3.9 trillion in 2025 1 , with a growing share of economic activity flowing through domestic digital channels. The companies capturing that growth are increasingly different from those that have historically defined India's listed market. Structural Drivers Three structural factors underpin the expansion of India's domestic digital economy. Connectivity: India has approximately 958 million active internet users. A nationwide 5G rollout has extended high-speed access to urban and semi-urban markets, while data costs remain among the lowest globally. 2 Together, this infrastructure enables digital businesses to reach consumers across income levels and geographies at low marginal cost. Demographics: India's median age is 28, and its...

Key PointsForgetting to enroll in Medicare when you're required to can be costly.

石基信息公告，2025年营业收入27.9亿元，同比下降5.35%。归属于上市公司股东的净亏损1.66亿元，上年同期净亏损1.99亿元。公司经本次董事会审议通过的利润分配预案为：以27.29亿为基数，向全体股东每10股派发现金红利0.1元（含税），送红股0股（含税），不以公积金转增股本。

(RTTNews) - Kontron AG (SANT.DE, KTN.DE), an Austria-based technology company, said Wednesday that it has approved a new share buyback program to repurchase up to 2.9 million shares, representing approximately 4.54% of its share capital, for 50 million euros.

Making sure wealth is used for good in the wider community is key to growth beyond the family office Christopher Hui, Secretary for Financial Services and the Treasury, Hong Kong SAR told the audience at the Bloomberg Family Office Summit 2026 in Hong Kong. (Source: Bloomberg)

一家由河南父子张铁山、张峰掌舵的老牌啤酒厂，正试图叩开资本市场的大门。 3月20日，河南金星啤酒股份有限公司（简称金星啤酒）正式向港交所递交上市申请，中信证券与中银国际担任联席保荐人。 金星啤酒的发展始于1982年，当时郑州市管城回族自治区东风啤酒厂（后更名为河南金星啤酒厂）成立。1985年，张铁山获委任运营郑州市管城回族自治区东风啤酒厂。 此后，公司推出一系列产品，如金星新一代、金星小麦啤酒及1982系列。考虑中国精酿啤酒市场的增长潜力，2022年12月，金星啤酒开始专注于精酿啤酒的生产与销售。2024年8月，金星啤酒推出首款中式精酿啤酒金星毛尖，并陆续拓展出茉莉花茶、冰糖葫芦及沙糖桔等更多品种。 截至2025年9月30日，其中式精酿啤酒包含50个SKU，贡献了截至2025年9月30日止九个月收入的78.1%，成为绝对增长引擎。 据招股书，2023年-2024年，金星啤酒实现收入分别为3.56亿元、7.3亿元；净利润分别为1219.6万元、1.25亿元。2025年前三季度，公司实现收入为11.1亿元，同比增长191.16%；净利润为3.05亿元，同比增长1095.84%。 来源：招股书截图 分产品来看，金星啤酒的中式精酿和1982原浆贡献了大部分收入，2024年以及2025年前三季度，中式精酿占总营收的比重分别为51.7%、78.1%，1982原浆占总营收的比重分别为21.7%、11.5%。 线下渠道始终是金星啤酒的核心优势与主要收入来源。截至2025年9月30日，公司一共有2257家活跃分销商。于2023年、2024年及截至2025年9月30日止九个月，来自分销商的收入分别为3.4亿元、6.5亿元以及10.5亿元。 在线上领域，金星啤酒中式精酿的爆发始于抖音平台，此后，公司持续运营内容电商生态，同时积极布局天猫、京东等传统货架电商平台。于往绩记录期间，于2023年、2024年及截至2025年9月30日止九个月来自直销渠道的收入分别为300万元、6890万元以及4600万元。 根据灼识咨询，按2024年及截至2025年9月30日止九个月零售额计，金星啤酒位列中国啤酒行业第八大企业，同时也是第五大本土啤酒企业。得益于其在啤酒精酿赛道持续耕耘和不断创新，以截至2025年9月30日止九个月零售额计，金星啤酒是中国精酿啤酒第三大企业和中国最大的风味精酿啤酒企业，市场占有率...

Assertio (ASRT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Paychex press release ( PAYX ): Q3 Non-GAAP EPS of $1.71 beats by $0.04 . Revenue of $1.81B (+19.9% Y/Y) beats by $30M . Effective income tax rate was 24.2% for the third quarter compared to 24.3% for the prior year period. Our financial position and cash flow generation remained strong during the nine months. As of February 28, 2026, we had: Cash, restricted cash, and total corporate investments of $1.8 billion. Short-term and long-term borrowings, net of debt issuance costs, of $5.0 billion. Cash flow from operations was $2.0 billion for the nine months. Business Outlook Our fiscal 2026 outlook reflects current assumptions and market conditions, excluding acquisition-related costs. Changes in the macroeconomic environment could alter our guidance. Our updated business outlook is as follows: Interest on funds held for clients is now anticipated to be in the range of $200 million to $210 million. All other aspects of our fiscal 2026 guidance remain consistent with our prior outlook. More on Paychex Paychex: If Shares Keep Falling, An Upgrade Could Be In Store Paychex: Mind The Margin With A Moat Clocking Out Paychex: A Deal Too Good To Pass Up Paychex Q3 2026 Earnings Preview PayPal, Paychex team up to deliver early paydays for employees

Hammer and AMD promote CPU‑led AI infrastructure pcr-online.biz

Dominion Lending Centres ( DLCG:CA ) declares CAD 0.05/share quarterly dividend , 25% increase from prior dividend of CAD 0.04. Payable June 15; for shareholders of record June 1; ex-div June 1. See DLCG:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dominion Lending Centres Historical earnings data for Dominion Lending Centres Dividend scorecard for Dominion Lending Centres Financial information for Dominion Lending Centres

Douglas Rissing/iStock via Getty Images The Business Model Of CXW Following the annual results from last February, it’s time to provide coverage on CoreCivic, Inc. ( CXW ) to explain them, and assess whether the recent +15% over the past month still has room to run. The company has beaten estimates across the board in everything that could be beaten in my view, by this I mean it has beaten revenue, EPS and EBITDA, and despite the stock falling more than -9% that day, the recent rally over the past month means CXW is now trading above pre-earnings levels. To put it into context, the company’s business model consists of operating custody facilities that it leases to the federal, state and local government, in exchange for a per diem per inmate and per day housed. With around 72,000 beds under management, in 2025 CXW has generated $2.2B in revenue with an EBITDA margin of around 16%. Can this be considered high or low for this business model? Well, its direct competitor, GEO Group ( GEO ), has generated around $2.63B in 2025 with an EBITDA margin of 16.45% (vs 15.79% for CXW), so considering both trade at an EV above $3B, in terms of sales and margin it seems to be in line with the market. Moreover, beyond these two companies, there are no other alternatives apart from government capacity itself, so these are companies with limited replaceability in the short and medium term. Data by YCharts Data by YCharts This can be seen in the element that has made 2025 and 2026 different years compared to previous ones, as on January 20, 2025, the Trump administration signed a series of executive orders that boosted ICE detentions, and shortly after the OBBBA, allocating more than $45B specifically for these detentions through September 2029. With CXW’s contracts in place , and around 16,000 active ICE beds, ICE revenue increased from $565M in 2024 to $771M in 2025, which shows that the company is capturing part of that demand. Data by YCharts And the thing is, CXW had not grown s...

2026年初，一级市场延续去年活跃态势，上市公司纷纷出资加速布局。 这一次站到台前的是BOSS直聘。这家不久前收获资本“开门红”的公司，再度以LP身份出手。 BOSS直聘做LP 年初喜迎开门红后，BOSS直聘再度出手。 天眼查信息显示，2026年3月20日，嘉兴指若数创业投资合伙企业（有限合伙）正式登记成立，出资额1亿元人民币。 该合伙企业由BOSS直聘关联公司北京华品博睿网络技术有限公司、上海指若数信息科技有限公司、北京致数资产管理有限公司共同出资，由北京致数资产管理有限公司担任执行事务合伙人。公司经营范围为创业投资（限投资未上市企业）。 其中，BOSS直聘关联公司北京华品博睿网络技术有限公司出资7500万元，认缴75.00%股份。 事实上，这并非BOSS直聘第一次试水股权投资。在公司尚未上市时，BOSS直聘就曾投资人力资源云平台WordHR、智能硬件设备生产厂家自客等企业。就在此次出手前不久，BOSS直聘刚刚收获了一个标志性的退出案例——智谱AI。 早在2023 年，BOSS 直聘便参与智谱AI的 B+++++ 轮融资，于今年年初喜迎硕果。1月8日，智谱AI以“大模型第一股”身份正式登陆资本市场，这笔成功的退出无疑为BOSS直聘在一级市场的新一轮布局增添了底气。 而此次再度出手，正是BOSS直聘在一级市场的又一落子。 BOSS直聘的出手并非行业孤例。据我们观察，受到政策支持、技术创新、市场回暖等多重因素驱动，2025年以来，越来越多产业巨头以LP身份活跃于一级市场。 3月16日，博裕投资旗下“博裕新智新产（宁波）股权投资合伙企业（有限合伙）” 最新工商信息中，宁德时代、腾讯、唯品会、泡泡玛特等一批重磅上市公司LP悉数入局，阵容堪称明星级。 传统产业资本也在加速资本布局。上汽集团、七匹狼、宝马、金杯等产业资本相继以LP身份出资。 2026 年2 月，上汽集团发布公告称，公司全资子公司上海汽车集团金控管理有限公司（简称“上汽金控”）联合上海国投先导集成电路私募投资基金、湖南省金芙蓉产业引导基金等七家机构，共同设立总规模25亿元的“上海尚颀尚成二号私募投资基金合伙企业（有限合伙）”。其中，上汽金控以自有资金认缴10亿元，占比40%，成为基金最大出资方。 七匹狼于去年11月出资深创投，布局科技赛道；宝马中国与金杯汽车则在同年9月联合出资沈阳汽车产业投资基金，围绕汽车电动...

We write about Cathie Wood a lot, and for good reason. She has been one of Wall Street’s earliest and most consistent believers in crypto. Long before Bitcoin and Ethereum became institutional assets, Wood was building exposure through companies like Coinbase, Tesla and a growing list of ...

美国2月进口价格上升1.3%，预期上升0.6%；美国2月石油进口价格上升2.5%。

美国2月出口价格同比上涨3.5%。