The number of people collecting unemployment checks from the government fell in March to a one-and-a-half-year low. Great news, right? Not exactly.

Micron Stock Price Falls 4% as Google’s TurboQuant, SK Hynix Expansion Rattle AI Memory Trade TechStock²

海上风电及能源基础设施领域的大型钢结构工程与总包服务商Smulders HSM已开始为英国East Anglia TWO海上风电场建设海上变电站上部组块和导管架基础。 此项工作是基于Iberdrola旗下苏格兰电力可再生能源公司于2025年授予的工程设计、采购、施工、安装及调试合同而展开的。 上部组块的制造已在Smulders HSM位于荷兰的Stormpolder船厂进行，而导管架的建造工作已在其位于英国纽卡斯尔的船厂启动。 上部组块结构尺寸约为58米×35米×30米，重约5100吨；导管架尺寸约为40米×32米×58米，重约3450吨。 East Anglia TWO风电场将位于北海南部，距萨福克海岸约33公里，规划装机容量高达960兆瓦。 导管架安装计划于2027年进行，上部组块安装随后于同年晚些时候进行。 Smulders HSM商务总监汉斯·莱尔丹表示：“这一时刻标志着East Anglia TWO项目向现实迈出了重要一步。随着上部组块在我们位于Stormpolder的船厂开始建造，导管架工程在纽卡斯尔正式启动，我们展示了Smulders HSM的综合实力，在安全高效交付的同时，为项目增加了英国本地含量。” “我们在荷兰和英国各船厂的团队已全面投入，并准备展示这一里程碑式项目所要求的卓越执行力。” 责任编辑：张俊 SF065

Mutter/Zhou/LSO/Adès (Alpha) A varied and engaging collection of four works written for the star violinist features music by Jörg Widmann, Unsuk Chin, Thomas Adès and Aftab Darvish Anne-Sophie Mutter’s enduring commitment to contemporary music is showcased in her bold new series on Alpha Classics. All four works were specifically written for her, with the composers’ diverse heritages lending the album its title. The programme opens with a six-minute solo by Iranian-Dutch composer Aftab Darvishi. Likoo – the title refers to a folk poetry genre rooted in the desert life of Iran – is a sinuous lament, written before the recent outbreak of war but now unbearably poignant. It’s followed by a nine-minute rollercoaster duo, Gran Cadenza, by Unsuk Chin , a South Korean composer living in Berlin. Mutter is partnered by the excellent Chinese-American violinist Nancy Zhou in a prickly, high-wire duel to the death. Continue reading...

核心要点 可口可乐 CEO 詹姆斯・昆西、前 沃尔玛 CEO 道格・麦克米伦向 CNBC 表示，新一轮人工智能浪潮是他们选择离职的原因之一。 两位 CEO 均认为，公司需要更有精力、更懂 AI 的人才引领未来发展。 这一现象反映出美国企业高管如何看待人工智能转型带来的挑战。 近几个月，两位大型企业 CEO 向 CNBC 表示，人工智能的崛起是他们决定交棒、卸任职务的原因之一。 这也从最新角度揭示了美国企业高管对人工智能转型的判断。 可口可乐 CEO 詹姆斯・昆西 周四在 CNBC《 Squawk Box》节目中表示，他决定卸任，受到更大层面 “组织发展浪潮” 的影响。 “我的职责也包括考虑，派出怎样的最佳团队来完成下一轮发展，” 昆西说，“而我得出的结论是，确实该由其他人来带队开启下一轮增长了。” 昆西自 2017 年起担任这家饮料巨头的 CEO，将于本月底由现任首席运营官恩里克・布劳恩接任。 “在前 AI、前生成式 AI 时代，我们取得了很大进展。但现在一场巨大的新变革正在到来。” 昆西说。 他表示自己虽然也在拥抱技术进步，但认为这家饮料公司需要 “有足够精力推动企业完成全新转型的人”。 昆西称，这个人就是布劳恩，他相信布劳恩能带领公司开启下一阶段发展。 昆西的表态与前沃尔玛 CEO 道格・麦克米伦 去年 12 月卸任前的观点相呼应。 麦克米伦自 2014 年起担任这家全球零售巨头的 CEO，他当时在 CNBC 节目中表示，自己决定把职位交给 “节奏更快” 的人。此前担任沃尔玛美国区负责人的约翰・弗纳已于 2 月 1 日接任 CEO。 “面对 AI 的发展趋势，我可以启动下一轮基于 AI 的重大转型，但我没办法做完整个过程。” 麦克米伦告诉 CNBC。 “大约一年前，我开始真切感觉到，下一个发展阶段里，智能体电商、AI 购物的前景已经清晰可见。我开始思考未来几年需要完成的所有事情，这让我觉得现在正是（卸任的）合适时机。” 沃尔玛去年 12 月正式在 纳斯达克 上市，麦克米伦称这一举措象征着公司在技术领域取得的进展。 该零售商已将 AI 应用于供应链优化、客户智能助手等多个场景。 “我认为大家会看到，沃尔玛团队会在我们现有成果的基础上持续扩大规模，搭建新的体系，并用 AI 完成全面转型。” 他说。 责任编辑：郭明煜

格隆汇3月26日｜对二甲苯期货主力合约涨1.95%，报9738元/吨；纯苯期货主力合约涨3.69%，报8628元/吨；乙二醇期货主力合约涨1.85%，报5109元/吨；PVC期货主力合约跌0.46%，报5613元/吨。

Tesla stock rose the first three days of this week. Shares are trying to snap a five-week losing streak.

市監局召開企業公平競爭座談會 寧德時代(03750.HK)比亞迪(01211.HK)美團(03690.HK)等參與 AASTOCKS.com

Pony AI (NASDAQ:PONY) used its fourth-quarter and full-year 2025 earnings call to highlight rapid growth in its Robotaxi business, progress toward profitability at the unit level in key Chinese markets, and an aggressive expansion plan that management said will extend to more than 20 cities globally

Costa Rica’s colon surged to its strongest level in more than two decades on a wave of exports and foreign investment, leading the central bank to step up interventions in the currency market. The colon has gained 7% this year, to 465 per dollar on Thursday, its strongest level since 2005. That has prompted the central bank to purchase $497 million over the past five weeks to curb further appreciation, marking the first time since 2015 the bank has intervened to stabilize the currency. “There’s a big boom in attracting foreign direct investment, exports of goods and services, including tourism, and greater use of external debt, which is creating a surplus in foreign currency,” said Adriana Rodriguez , head of San Jose-based brokerage Acobo Puesto de Bolsa, adding that seasonal factors such as the coffee harvest have added to the gains. The rally is creating a dilemma for policymakers: while a stronger currency reflects robust inflows and helps tame inflation, it risks eroding competitiveness in key sectors such as coffee and tourism, adding pressure on officials to further cut interest rates from the 3.25% that’s been in place since December 2025. Exports of goods rose to a record $23 billion in 2025 and have continued to climb this year, according to the country’s foreign trade ministry. Foreign direct investment has also reached record levels, boosted by the country’s free-trade zones, with new commitments from multinationals including Intel , Accenture and Coca-Cola . President Rodrigo Chaves highlighted the currency’s strength remarks to the media this week, saying it has boosted household consumption and allowed Costa Ricans to travel more. In a January policy report, the central bank said it expects investment inflows to continue this year, helping finance the current account deficit. “The bulk of the appreciation is organic, in that we continue to see quite strong export growth and a narrower current account deficit,” said Thomas Jackson , analyst at analyst ...

(RTTNews) - Stocks have moved mostly lower during trading on Thursday, giving back ground following the strength seen in the previous session. The major averages have all moved to the downside, with the tech-heavy Nasdaq showing a notable decline.

核心要点 英国航空计划从明年起推出奖金激励，鼓励飞行员降低飞机燃油消耗。 飞行员需将飞机二氧化碳排放量降至 2025 年水平以下，方可获得奖金。 中东冲突持续，航油价格飙升，各大航空公司经营承压。 受美伊冲突持续扰乱航空出行、推高航油价格影响，英国航空将为降低飞机燃油消耗的飞行员提供现金奖励。 彭博新闻社周二报道并查阅的相关文件显示，英航飞行员若能让飞机二氧化碳排放量较 2025 年水平 减少 6 万吨 ，即可获得相当于基本工资 1% 的奖金。 英国航空在向 CNBC 提交的声明中证实，公司正与英国航空公司飞行员协会（BALPA）合作推进该计划，并表示 “全力致力于改善同事们的工作体验”。 一位知情人士向彭博透露，英国航空公司飞行员协会成员将于 4 月底对该提案进行投票，计划 明年正式生效 。 该协会在给 CNBC 的声明中表示：“协会与英国航空正探讨调整飞行员聘用条款的可能性，包括让飞行员持续为公司可持续发展目标贡献力量的方式。” 这家代表英国 85% 飞行员的工会补充称，“任何条款调整提案都将交由会员投票表决”。 航油价格大幅飙升 该激励计划推出之际，受美伊冲突影响，全球航司正饱受航油价格暴涨之苦。全球约 20% 石油供应必经的霍尔木兹海峡被伊朗封锁，推动油价飙升至每桶 100 美元以上。 国际基准布伦特原油最新上涨近 5%，报每桶 107 美元；美国西得克萨斯中质原油期货上涨 4.2%，报每桶 94 美元。 与此同时，国际航空运输协会截至 3 月 20 日当周的数据显示，航油价格较一个月前 飙升约 106% 。 各大航司正采取多种应对措施，包括提高机票票价、取消低收益航班等。 中国香港国泰航空已因中东冲突上调燃油附加费，称这是对冲燃油成本上涨的重要缓冲手段。2025 年，燃油成本占该公司总运营成本的 30%。 美国联合航空首席执行官斯科特・柯比本月早些时候表示，油价飙升将对公司一季度财务业绩产生 “显著” 影响。柯比上周在员工备忘录中称，公司将在未来两个季度削减亏损航班。 联合航空预计油价最高可能飙升至每桶 175 美元，并在 2027 年底前维持在 100 美元上方 —— 这将使公司年度燃油成本增至 110 亿美元。 此外，澳大利亚澳洲航空、北欧航空均已上调票价，而新西兰航空则因冲突未解决下调了财务预期。 责任编辑：郭明煜

In recent months, JD.com has expanded its international reach by launching the Joybuy e-commerce platform across six European markets and, at Alimentaria, BayMar announced a partnership with JD.com to bring premium Spanish canned seafood into China via JINGDONG Cross-border and JD Logistics’ bonded, end-to-end delivery network. These moves, alongside JD.com’s concurrent “Spanish Food & Drinks Festival” and heavy investment in new business lines such as food delivery, highlight a push to...

J Studios/DigitalVision via Getty Images Dynex Capital ( DX ) has seen some selling pressure over the past month that has made its yields more lucrative but warrants a review of the fundamentals. Part of the pressure is because of a market-wide sentiment drag because of geopolitical uncertainties. A more relevant offshoot of the Iran war uncertainties is that oil prices, and hence inflation, could remain stickier than was being expected before the war, and hence a higher-for-longer interest rate regime ahead. However, a deeper dive into Dynex's fundamentals clearly shows that the earnings engine remains structurally intact. The recent compression reflects a rise in long-term yields, which has pressured mortgage valuations and book value. While the rate uncertainties and negative sentiments are real, I do not see sufficient deterioration in earnings that warrants caution, so Dynex is a Buy. We are in a regime of higher asset yields, more stable funding markets, and a more supportive policy stance—that should reduce the odds of corrections that challenge the Buy thesis. The current drop in prices (and valuation reset) could therefore signal a good opportunity to capitalize on the risk-return asymmetry. It is not a screaming Buy, but can be accumulated at current levels with an eye on the rate risks. Rate Risks, Yield Cushion and Valuations Dynex operates a leveraged agency RMBS model, where the real drivers are interest rates, funding costs, and spreads. That means book value moves with rates, while earnings depend on how stable the borrowing and income spread remain. Long-term yields have spiked a bit, reverting to January 2026 levels after declining to below 4% in February/early March. This is not a spike that has meant the highest seen yields in the past year or so, but the extent of stress is unknown at this point, and importantly, the declining trajectory we were witnessing before has been challenged. Data by YCharts As yields rise, mortgage-backed securities rep...

For investors looking to rebalance in Q2, here are three stocks that combine growth and defense to help investors stay invested during volatile markets

Why Micron Stock Keeps Going Down fool.com

Warren Buffett's Amazon.com Inc(AMZN) Holding History GuruFocus

On March 13, 2026, Randolph Sparks, Executive Vice President, General Counsel, and Secretary of NBT Bancorp Inc. (NASDAQ:NBTB) , reported the direct sale of 2,400 shares of common stock for a total consideration of $99,000, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($41.30); post-transaction value based on March 13, 2026 market close ($470,643.03). * 1-year performance calculated using March 13th, 2026 as the reference date. Continue reading

在将三家能源企业整合至新品牌旗下之后，日本三井集团旗下的综合能源基础设施解决方案提供商Maraen已批准投资逾4000万美元（3000万英镑）用于尼格港的升级改造计划。 Maraen由尼格港、Global Energy（集团）和Global Energy Services三家公司于2025年被 三井物产 欧洲公司与商船三井收购后整合而成。 该公司表示，已对在港口新建一座重型码头并增加滚装能力做出最终投资决定，旨在加强面向海上风电及更广泛能源项目的物流支持。 这项投资预计将提升港口吞吐能力、吸引新项目并带动供应链各环节的就业机会。 尼格港拥有绿色自由港地位，已支持超过4吉瓦海上风 电装 机容量的部署，并作为能源项目的物流枢纽。 新码头将包括一个专用的装载出口设施，用于处理毗邻的住友电工高压直流电缆工厂生产的电缆。 该码头占地约16000平方米，在获得规划许可和海洋许可证后，预计将很快开工建设。 该项目得到了高地和群岛企业署提供的1340万美元（1000万英镑）拨款支持，该拨款是苏格兰政府海上风电供应链更广泛投资计划的一部分。 Maraen首席执行官兼董事总经理早川佳弘表示：“将我们的能力整合到一个品牌之下，巩固了我们作为综合能源基础设施解决方案提供商的市场地位，使我们能够以更大规模提供服务，并充满信心地为客户、社区和更广泛的利益相关者投资于长期增长。” “东部内港码头的最终投资决定体现了这一雄心，彰显了我们对支持石油与天然气、海上风电和核能领域复杂大型项目的承诺，并将Maraen定位为国际能源基础设施领域的领军企业。” Maraen尼格港设施总监罗里·冈恩补充道：“这项针对性投资将增强Maraen尼格港的实力，提升我们支持大型能源项目的能力与容量。新码头将提高我们处理复杂同步作业的能力，并满足能源行业日益增长的需求。” “通过持续投资我们的基础设施，我们正在巩固作为英国领先能源港口的地位——开发商相信我们能够提供支持当前及未来能源行业所需的规模、效率和可靠性。” 责任编辑：张俊 SF065

Micron’s Future Hinges on 2 Emerging Challenges Yahoo Finance

Micron’s Future Hinges on 2 Emerging Challenges 24/7 Wall St.

Micron Technology (NASDAQ: MU) just posted one of the most impressive quarters in semiconductor history. Earnings surged 771% last quarter, revenue hit $13.64 billion in Q1 FY2026, beating estimates by 5.91%, and GAAP gross margins expanded to 56.0% from 38.4% a year earlier. The bull case is real. Yet two structural forces are now pressing ... Micron’s Future Hinges on 2 Emerging Challenges

Micron’s Future Hinges on 2 Emerging Challenges 247wallst.com

Apple (AAPL) Bolsters US Manufacturing with $400 Million Investm GuruFocus

Apple (AAPL) Bolsters US Manufacturing with $400 Million Investm gurufocus.com