Cybersecurity is more necessary than ever as artificial intelligence security threats increase, but some investors have panicked lately, thinking that AI companies will take over the tasks that cybersecurity businesses currently handle. Palo Alto Networks (NASDAQ: PANW) , a leading security company, hasn't been spared, and its stock is down about 22% over the past six months. But I think some investors are getting the AI narrative about cybersecurity wrong. With threats on the rise, there may be a greater need for specialized cybersecurity companies that use AI to fight them, not less. As such, here's why picking up some of Palo Alto's shares right now could be a good idea. Image source: Getty Images. Continue reading

JamieRogers1/iStock via Getty Images Back in November last year, I rated Blue Owl Capital Inc. ( OWL ) as a Strong Buy, citing three key pillars in my bull case. I considered listing all three below: The first one is the recent growth and visibility. In the last 12 months, the company reported a record fundraising of $57B. As a side note, in the same timeframe, the share price was down 42%. In Q3, the company had $28B of non-fee-paying AUM, with management estimating over $360M of incremental fees upon deployment. The second pillar is related to the secular tailwinds in digital infrastructure, where Blue Owl recently led landmark financings with hyperscalers like Meta’s Hyperion and Oracle’s buildout in the Stargate project. I see a classical picks and shovels lender into an AI build-out that should increasingly tap private credit as FCF is stretched. Finally, the stock looks attractive on a valuation basis, trading below peers on a forward P/E ratio. Since then, the stock has been down over 30%, which suggests one thing: I was dead wrong with my thesis, at least from a timing perspective. Since then, there have been several headlines, both company-related, like the overhaul of OBDC II’s redemption framework, and industry-related, both in private credit and software, that are pushing investors toward the exit. I am no longer confident in a turnaround this year, and I downgrade to a Hold. I am not downgrading to a Sell, as I haven't seen any clear signs to suggest a material deterioration in the company's fundamentals. Therefore, I wouldn't short OWL stock at this price level. A Bad Month For Private Credit Let me zoom out for a moment. This week, two more headlines impacted the sentiment around private credit firms. First, the Ares Strategic Income Fund filed preliminary Q1 tender results showing 45,301,737 shares tendered, equal to 11.6% of shares outstanding as of January 31, 2025: Ares Strategic Income Fund Notably, the filing said the fund would repurchase 5% of...

美团Keeta今年的发展规划更加稳健，将重点放在了盈利上。 3月26日，美团发布了2025年全年财报。在随后的财报电话会上，美团CEO王兴提及了出海、AI等重点业务的发展规划。 王兴在电话会上给出了盈利预期，“Keeta在沙特有望在26年底前实现单月的UE转正。”如能实现，Keeta在沙特的盈利速度将快于香港。去年10月，Keeta的香港业务实现了盈利，上线仅用29个月就实现了单月UE转正。王兴表示，考虑到沙特良好的市场特性以及外卖行业整体的盈利水平更高，美团预计Keeta在沙特会比香港更快实现UE转正。 财报会上另一项重点是AI业务，王兴花了较大篇幅讲述美团对于AI的看法。他表示，在AI革命中唯一合理的策略是进攻，而不是防守。但美团不会盲目追求成为“词元工厂”，而是将AI视为战略机遇，用于改进、加强甚至彻底变革本地服务这一核心业务。 王兴表示，自2023年初以来，美团在资本支出和AI人才上进行了大规模投入，“除有云计算业务的企业外，美团在 AI 上的投入规模，大概率是国内企业里最大的，且已经坚持布局三年多了。” 王兴认为，AI“超级入口”，关键在于精准理解用户需求，并且高效执行任务，其复杂程度远超“聊天机器人”。尤其是本地生活领域，消费场景复杂多样、海量商家信息分散，数据和信息未被有效线上化。同时，本地生活平台还需要对履约交付做深入的管理，这是通用AI所欠缺的能力。目前，美团已面向所有用户开放了嵌入美团APP的AI助手“小团”，覆盖了美团本地生活的全品类。 王兴表示，未来模型能力会持续优化，美团也会继续深化“小团”在美团 APP 里的融合，力争让美团成为未来本地生活需求的AI入口。 外卖大战也是大众关注的重点。财报显示，2025年美团对餐饮行业的补贴投入增加，核心本地商业板块亏损69亿元。电话会透露了一季度外卖亏损将好转的消息。王兴表示，预计今年一季度餐饮外卖的单均亏损环比优化幅度会好于去年四季度。此外，美团表示一季度至今，美团继续保持在中高价订单市场GTV的领先地位。

The Dow Jones index fell Thursday as Trump warned Iran to "get serious soon" about a peace deal. Oil prices surged.

法国石油巨头 道达尔 能源周四表示，世界将无法按照《巴黎协定》的规划在2050年前实现碳中和，因此该公司将不得不调整自身的气候目标。 道达尔此前曾宣布，其目标是到2050年实现碳中和。 2015年《巴黎协定》中设定的控制全球变暖的目标要求到2050年碳排放量大幅下降，而这只有通过使关键系统摆脱对石油和天然气的依赖才能实现。 道达尔能源在其年度可持续发展报告中表示：“然而，我们必须用现实来审视我们的目标，并承认我们的社会已经开启了转型进程，但其速度尚不足以使全球共同实现《巴黎协定》所追求的碳中和目标。” “我们与社会共同实现碳中和的能力取决于技术创新、公共政策和消费者选择，这意味着我们必须根据全球能源体系的演变，不断重新评估和调整实现碳中和目标的路径。” 其他欧洲石油巨头 英国石油 公司和壳牌公司的目标是到2050年将其销售产品的碳强度降至零，但这两家公司也指出，社会摆脱碳氢化合物能源的转型速度将是一个重要因素。 道达尔能源表示：“公司无法采用欧洲报告标准所定义的转型计划，因此无法按照这些标准制定‘净零’目标。” 2025年，这家法国石油巨头排放了3.68亿吨二氧化碳当量，其中大部分是所谓的“范围三”排放，即客户燃烧所购燃料产生的排放。这一数字低于2024年的3.76亿吨，且处于该公司设定的到2030年将此类排放控制在4亿吨以内的目标范围内。 责任编辑：张俊 SF065

It's been another difficult day for AppLovin (NASDAQ: APP) shareholders as the adtech company continues its decline amid rising fears about the economy and concerns over AI disruption. AppLovin's stock was down by 9.8% as of 10:52 a.m. ET, leading to a substantial decline over the past six months. Image source: Getty Images. Continue reading

The motion is part of a lawsuit challenging President Trump and the Center's board, who now refer to the complex as "The Trump Kennedy Center." (Image credit: Jim Watson)

格隆汇3月26日｜据央视财经，伊拉克能源部门官员25日表示，由于霍尔木兹海峡陷入事实性封锁状态，伊拉克无法通过这一海峡出口原油，仓储空间告急，因此不得不减产石油，目前，该国南部主要油田的产量暴跌八成。消息人士称，伊拉克还大幅削减了多个国有油田的产量。伊拉克能源部门官员警告称，如果霍尔木兹海峡航运状况没有好转，未来几天可能宣布进一步减产。

A man brandishing a knife stabbed a woman in a Pokemon store in downtown Tokyo before turning the knife on himself, leaving both dead, Japanese police said Thursday. Officers rushed to the scene in a popular shopping centre after receiving an emergency call reporting a rampage by a knife-wielding man. Police said the woman, who was stabbed in the neck, was in her 20s and believed to be an employee at the Pokemon store on the second floor of the Sunshine City building, which houses shops and...

SHansche Iran has earned hundreds of millions of dollars of extra income from oil sales since the start of the Middle East war, Bloomberg reported Thursday, helped by surging crude oil prices after it became the only major exporter able to use the Strait of Hormuz. Iran has earned ~$139M/day from sales of its main Iranian Light crude blend so far in March, up from $115M/day in February, according to the report . While other countries in the region have been forced to sharply cut production, or in some cases seek alternative export routes, Iran has continued to load tankers and sail them out of the Persian Gulf. Iran's energy exports are estimated to have remained close to pre-war levels of ~1.6M bbl/day this month, in contrast to the effective blockade imposed on shipments from other Gulf producers, and the Trump administration has temporarily suspended sanctions on Iranian oil that was already at sea in tankers to ease the war's impact on oil prices. Iran has earned ~$139M/day from sales of its main Iranian Light crude blend so far in March, up from $115M/day in February, Bloomberg reported. The country's oil also has become more valuable compared with the Brent global benchmark, narrowing to a $2.10/bbl discount at the start of this week, the smallest in nearly a year, compared to more than $10/bbl before the war. Iran reportedly is also bringing in extra income by charging transit fees of as much as $2M on some commercial ships crossing the Strait of Hormuz, and its energy infrastructure has largely escaped attack during the war, except for Israeli airstrikes on the massive South Pars gas field last week that sparked retaliatory attacks by Iran on Gulf Arab oil and gas assets. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ) More on crude oil Commodities: Oil Volatile As Ceasefire Talks Stall Commodities: Shifting War Outlook Short Term Energy Outlook, March 2026

Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares iBoxx $ Investment Grade Corporate Bond ETF, where 11,800,000 units were destroyed, or a 4.0% decrease week over week. And on a p

Chevrolet provided flights from Albany, New York, to Las Vegas, Nevada, and accommodation so Ars could check out the new Grand Sport. Ars does not accept paid editorial content. Chevrolet has developed something of a modern tradition with recent generations of the Corvette: As a new generation approaches, the company rolls out the Grand Sport . It's intended to be a sort of "sweet spot" version of the ’Vette, pairing the go-fast bits of the higher-spec machines with the entry-level motor found in the Stingray. If that pattern holds, the mid-engined, eighth-generation Corvette may be nearing the end—because this is the new Grand Sport. This one, though, is different. It comes with an all-new V8 at its heart, one with substantially more power and torque than the current base Stingray. If that's not enough, you can also get it with the ZR1X's electric motor and battery. That model is called the Grand Sport X, and it's the effective replacement for the first all-wheel-drive hybrid Corvette. Yes, the E-Ray is dead, three years after Chevrolet raised eyebrows by putting a hybrid system where many said it didn't belong. But you can't argue with that system's all-weather capability. It lives on in the new Grand Sport X, which pairs a 186-horsepower (139 kW) electric motor on the front axle with a new V8 at the rear. Read full article Comments

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the ProShares UltraShort Bloomberg Crude Oil, which added 26,200,000 units, or a 34.4% increase week over week. And on a percentage change basis, th

While record-breaking airport wait times may be frustrating travelers and disrupting vacation plans across the country, the chaos has been a boon for security firm Clear Secure Inc. , which has been counting on desperate passengers to boost to its membership numbers, according to analysts at DA Davidson & Co. The partial US government shutdown has resulted in long lines at airport terminals, which has “given Clear an opportunity to hit the ground running by signing up new members,” wrote analyst Wyatt Swanson , who notes that air travel is expected to pick up later this year due to the World Cup. Read More: Airport Wait Times Worst in History After 480 Officers Leave If the previous government shutdown serves as any guide, Clear could see “strong” additions to its subscription service in the current quarter, said Swanson. Traveler volumes tracked by the Transportation Security Administration grew 1.2% in the fourth-quarter from the year prior despite the government being shut down for nearly half of the period, Swanson writes, while Clear said total members grew to 38 million, a 31.5% increase from the previous year. “We believe that the same situation seen in 4Q is playing out in 1Q’26, with even stronger impact due to TSA volume being up 1.5% YTD,” Swanson writes. The projected increase in enrollment bodes well for Clear’s first-quarter results, with Swanson adding that volume growth tracked by the TSA has accelerated on a year-over-year basis since the company last reported results on Feb. 25. “This elevated volume is compounded by the fact that the TSA has been shut down and short-staffed for nearly 40 days,” Swanson writes. User retention and growth are critical metrics for Clear, which offers a subscription service called Clear Plus that speeds travelers through security lines at many of the busiest US airports. The company is trying to convince flyers that its $209-a-year Clear+ offering is far superior to TSA PreCheck, a similar-but-cheaper service run by th...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR S&P Regional Banking ETF (Symbol: KRE) where we have detected an approximate $532.7 million dollar inflow -- that's a 14.4% increase week ov

3月26日，中国飞鹤（股票代码：06186.HK）发布2025年全年业绩。报告显示，2025年飞鹤实现营收181.1亿元，净利润20.9亿元，在行业需求深度调整周期中，交出了稳健答卷。 面对日益复杂的行业变化与消费结构的深度分级，飞鹤持续加码科研投入、强化乳蛋白技术壁垒，同步优化渠道结构、深化用户运营，夯实婴配粉龙头根基。在增量业务层面，以自主乳蛋白核心技术加速推进全龄营养布局。同时加速海外市场渗透，打开增量空间。飞鹤正在从单一品类龙头，向“全龄营养引领者”进行系统性转型。 婴配粉龙头地位稳固，连续 7 年中国销量第一 核心业务上，飞鹤婴幼儿配方奶粉的市场地位持续巩固。根据欧睿调研认证，飞鹤连续7年中国销量第一。 飞鹤旗舰产品卓睿重磅升级，添加HMO、Sn-2DHA，主打“吸收力+自护力+脑发育”的全面营养配方，实证9大喂养效果，更适合中国宝宝体质。多项科学实证数据显示，其活性营养成分（N糖）达到普通奶粉的2倍，DHA吸收率提升至普通奶粉的6.4倍，关键营养素吸收效率显著领先。卓睿自上市后迅速成长为百亿级大单品，至今仍稳居线下全渠道奶粉品类第一‌‌。 2025年底，飞鹤上线了奶粉新鲜原料溯源系统，扫码即查乳清蛋白、乳铁蛋白等核心原料的生产信息，该系统将产品品质转化为透明、可感知的数据，让“安全、鲜活”清晰可见，重新定义行业“鲜活”标准。该原料级溯源系统的推出，不仅是飞鹤“新一代更适合中国宝宝体质”理念在鲜活赛道上的重要革新，更通过全产业链透明化与科技创新，为中国家庭提供了更安心的选奶依据和育儿支持。 2025年，飞鹤推出的顶配新品迹萃、启萃成为率先应用该系统的产品。飞鹤迹萃添加了500mg乳铁蛋白、8种HMOs(母乳低聚糖)、150亿益生菌，主打“母源自护天花板，新鲜原料好吸收”；启萃添加了顶配含量的Sn-2 DHA、5大脑磷脂和8重HMOs，以贴近母乳的脑营养结构，促进神经元生长，主打“脑发育”。 消费者也给予两款超高端新品积极评价，表示“好吸收、肠道稳，好体质少生病，打嗝次数少，排便规律且呈黄金便便”。临床试验数据显示，喂养启萃的宝宝夜醒次数减少约62%，睡眠节律提升约3.6倍，认知能力提升7.7%，注意力提升20.7%，智龄发育提速约1.2倍。在口感、品牌、信任与服务体验上，迹萃、启萃两大新品已然形成正向循环。 在用户运营方面，飞鹤全年开展妈妈的爱活动70万场...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Global Energy ETF (Symbol: IXC) where we have detected an approximate $289.3 million dollar inflow -- that's a 11.6% increase week over week

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares 1-3 Year Treasury Bond ETF (Symbol: SHY) where we have detected an approximate $313.1 million dollar inflow -- that's a 1.3% increase week ov

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Consumer Staples Select Sector SPDR Fund (Symbol: XLP) where we have detected an approximate $648.0 million dollar outflow -- that's a 4.0% decrease

格隆汇3月26日｜美国总统特朗普：（谈及美股）原以为会跌得更厉害。

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree Bloomberg Floating Rate Treasury Fund (Symbol: USFR) where we have detected an approximate $571.2 million dollar inflow -- that's a 3.4% i

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Health Care Select Sector SPDR Fund (Symbol: XLV) where we have detected an approximate $753.1 million dollar inflow -- that's a 2.0% increase week o

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the PBUS ETF (Symbol: PBUS) where we have detected an approximate $184.2 million dollar outflow -- that's a 1.9% decrease week over week (from 150,980,0

尽管特朗普政府试图阻止可再生能源日益增长的势头，但专家告诉表示，风力发电将继续取得进展。 周一，美国内政部与法国能源公司 道达尔 能源达成了一项9.28亿美元的协议，以终止该公司在东海岸的海上风电开发，并将这笔投资转向国内化石燃料项目。内政部称这项“具有里程碑意义的协议”是降低能源成本和加强国家能源安全的一种方式。 此举延续了总统特朗普及其政府阻碍可再生能源的努力。此前，司法部本月早些时候就加利福尼亚州的电动汽车强制令起诉了该州；上个月，特朗普签署行政命令，指示国防部从燃煤电厂购买电力；环境保护署撤销了具有里程碑意义的“危害认定”，该认定16年多来一直是联邦监管二氧化碳及其他五种吸热温室气体的科学与法律基础。 马萨诸塞大学阿默斯特分校能源转型研究所特聘教授兼教职主任 Erin Baker 表示，海上风电正面临来自联邦政府的最大“逆风”，但仍在坚持。Baker补充说，特朗普政府的行动对全球可再生能源产量的增长“影响甚微”。 与道达尔能源达成的近10亿美元协议内容 根据协议，道达尔能源将承诺向美国化石燃料开发投入9.28亿美元，与其此前支付的海上风电租约金额相当。美国内政部表示，在履行这些承诺后，联邦政府将向该公司偿还最高相当于这些租约付款金额的费用。 内政部以国家安全为由，表示道达尔能源已承诺不在美国开发任何新的海上风电项目。 内政部长道格·伯格姆在一份声明中表示：“这项协议是特朗普总统致力于为所有美国人提供可负担、可靠能源的又一胜利。海上风电是曾经强加给美国用户和纳税人的最昂贵、最不可靠、最破坏环境、最依赖补贴的计划之一。” 官员们表示，该协议支持政府推动可负担、可靠的基础负荷能源，并认为海上风电项目成本高昂且可靠性较差。内政部称，终止这些项目将减少不必要的联邦开支，同时支持国内能源生产。 责任编辑：陈钰嘉

格隆汇3月26日｜卫龙美味(9985.HK)公布2025年全年营收约72.24亿元（人民币，下同），同比增长15.3%；净利润约14.27 亿元，同比增长33.6%。在部分原材料成本上升的背景下，公司毛利率为48.0%，净利润率提升至19.8%，盈利能力持续优化。 值得留意的是，公司蔬菜制品占整体收入的比重进一步提升至62.4%，成为业绩增长的重要驱动力。年内公司围绕蔬菜制品、面制品等核心品类持续推新，线上线下全渠道布局战略落地成效显著，同时通过多元营销活动深化品牌年轻化建设等举措，推动公司长期稳健发展。

gettinthere/iStock via Getty Images Aerospace and defense companies are among the possible beneficiaries of the war in the Middle East. However, what we are seeing currently is that aerospace and defense stocks are actually trading lower since the war in Iran started. In this report, I discuss this somewhat counterintuitive development and highlight why tension in Europe can further increase, which theoretically would provide additional support for expanding defense budgets. Aerospace And Defense Stocks Have Shown Weakness Data by YCharts Over a one-year period, SHLD and ITA have shown a return of 58.5% and 43.6%, respectively, which means that both ETFs outperformed the S&P 500 considerably. I attribute the outperformance of the Global X Defense Tech ETF relative to ITA to a combination of exposure to emerging defense tech such as Palantir Technologies and European defense contractors such as Rheinmetall, BAE Systems, and Leonardo. However, since the war started, both ETFs have lost value. ITA lost 8.4%, partially driven by higher commercial exposure and lower exposure to European defense stocks, which have performed better. SHLD lost around 3.2% of its value. Top holdings for SHLD and ITA ETF (ETF.com) The top 10 holdings for both ETFs show that SHLD is much more defense-heavy, with over 75% of the top 10 holdings being near-pure defense, while this is 23%-28% for ITA. So, commercial exposure drives some underperformance due to macro-outlooks. Furthermore, ITA is a US pure play, while SHLD is more diversified with around 20% exposure to non-US names in the top 10, and the performance of those stocks has generally been better. Why Even Aerospace And Defense Stocks Are Under Pressure There are several reasons why aerospace and defense stocks are under pressure, but they mostly tie back to one common denominator, and that is the macro-outlook. Putting it simply, oil prices increased, and that may lead to reduced economic growth. Aerospace and defense is mostly seen a...

美伊谈判前景蒙上阴影。美东时间26日周四，美国总统特朗普在白宫内阁会议上重申美国在与伊朗对话，称伊方“乞求达成协议”，又说不确定美方是否有意促成外交解决，“我不知道我们能否做到，我不知道我们是否愿意这么做”。他当天一再发帖就谈判威胁伊朗，敦促伊方认真起来，称否则为时已晚。 特朗普表示并不在意能否与伊朗达成协议。他说：“我今天读到一篇文章，说我迫切想要达成协议，事实并非如此。我非但不迫切，反倒完全不在乎。” 他说，在撤离之前，美军还有其他目标想要打击。 特朗普还披露了一份此前刻意吊起外界胃口的“礼物”。据央视新闻，特朗普说，伊朗允许十艘油轮通过霍尔木兹海峡。他表示，伊朗允许部分油轮通过霍尔木兹海峡，作为对谈判展现善意的姿态。伊方对此暂无回应。 据新华社，特朗普称，如果伊朗与美方能达成“正确的协议”，霍尔木兹海峡将会开放，还称，如果伊朗不放弃核武器，美国“就是他们最可怕的噩梦”。 在内阁会议召开前，特朗普周四稍早已在社交媒体上发出警告，称伊朗“最好尽快认真起来，否则就太迟了，因为一旦到了那一步，就再也没有回头路，而且局面不会好看”。 美以伊冲突爆发三周多来，金融市场已经因为美以对伊军事行动而大幅波动。特朗普周四却在会上说，他认为，油价和股市对此的反应没有他预期的剧烈。他还说，控制伊朗石油是一个选项。 特朗普暗示，本周五这个他给伊朗设定的开放霍尔木兹海峡最后期限有灵活性。被问及周五这个截止期是否已推迟时，特朗普表示现在还不清楚。特朗普说，他目前还不确定会不会严格要求伊朗遵守这个截止期，如果参与谈判的总统特使威特科夫等人告知，谈判进展并不顺利，可能就得遵守这个期限。 内阁会议后，特朗普再次就停战谈判威胁伊朗。据央视，特朗普在社交媒体上发文称，伊朗“最好尽快认真起来，否则将为时已晚”。 在特朗普表示不确定能否与伊朗达成协议后，两大美股指标普500和纳指的跌幅扩大，纳指跌超1%，标普跌近0.8%，早盘曾转涨的道指重回跌势。 国际原油基准布伦特原油期货重回101.00美元上方，日内涨幅再度扩大到4%以上。 特朗普：若达成“正确协议” 霍尔木兹海峡就会开放 不清楚有无水雷 据报道，特朗普在内阁会议上将本轮美伊冲突定性为一段“小插曲”，称“不会持续太久，很快就会结束”。他重申，美国军事行动的进展“远超预期”，重申为作战行动设定了四到六周的时间表，还重申对拒绝参与对伊军事行动的北约感到...

Thomas Barwick/DigitalVision via Getty Images Investment overview I wrote about Dycom Industries ( DY ) previously with a "B uy" rating, as all the growth catalysts remain well in place and organic growth is accelerating. Fast forward to today, my view remains bullish. The two important catalysts are becoming more tangible: the Power Solutions acquisition and BEAD. The developments on both of them give further visibility into near-term growth, on top of the solid backlog. Power Solutions and BEAD make the next growth leg easier to see For the broader developments that DY achieved, readers can refer to the latest earnings and transcript. My focus of this update is the Power Solutions acquisition and BEAD development. As a recap, DY closed the Power Solutions acquisition on December 23, 2025, so Q4 only included a small contribution, around $95.8 million of revenue and $11.1 million of adj. EBITDA, which translated into an 11.6% segment margin (this is above consolidated margin, before synergies were realized). I did a deeper dive into this Power Solutions and realized that the synergies are wildly positive. For one, Power Solutions operates in the greater Washington, D.C., Maryland, and Virginia region [DMV], which is the world’s largest data center hub . The acquisition also brings on board more than 2,900 highly skilled employees, a 25-year track record of execution, and a significant contribution of data center projects revenue (~90% of Power Solutions revenue). Previously, a key point that I made was that it opens doors for DY for cross/upselling, and that played out just as I expected. In the recent earnings call, management specifically noted demand in the DMV is “off the charts,” and they also said cross-selling is doing much better than expected. While we don’t know the exact contribution today, the commentaries were very promising and suggest that we should see growth accelerate as DY continues this momentum. Underlying this is the fact that demand for data ...

拥有英国海床所有权的国王查尔斯三世旗下的皇家地产周四表示，计划于明年上半年举行新一轮海上风电租赁招标。 皇家地产作为一家独立运营的商业实体，拥有大片土地及英国大部分海床。其利润上缴英国财政部，并被视作衡量王室公共资金支持水平的基准。 皇家地产在一份声明中表示，下一轮租赁招标（即第六轮）可容纳至少6吉瓦的装机容量，主要位于英格兰东北部及适宜建设固定式基础风电的水域，具体安排尚需与利益相关方协商确定。 英国的海上风电储备项目规模位居全球前列，目前装机容量近17吉瓦，另有12吉瓦正在建设中。 责任编辑：张俊 SF065

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