剛剛！中芯國際發佈2025年報！業績新高！ 鉅亨號

剛剛！中芯國際發佈2025年報！業績新高！ hao.cnyes.com

(RTTNews) - The Malaysia stock market headed south again on Thursday, one day after ending the two-day slide in which it had slumped more than 20 points or 1.1 percent. The Kuala Lumpur Composite Index now sits just above the 1,710-point plateau and it's expected to open under wa

西班牙環加泰羅尼亞單車賽，英國的華朗勝出第四站。 因當地發出強風警告，風速高達每小時90公里，大會為安全起見，將今站路程縮短，由173公里變成約151公里。 最後的上坡路段改以平路為主，因此變為車手的衝刺機會。途中有幾次小意外發生，有車手倒地；另一次就跌落路邊的草叢，但都無大礙。車手到終點前，要在輕微斜坡發力。 來自英國、25歲的華朗是公路及場地雙棲車手，在衝刺階段成功突圍，壓過在總成績領先的法國車手杜蘭哥頓。華朗上站得第二，今次取得今屆首個分站勝利。

Russian president expected to continue invasion of Ukraine until his forces have secured remaining areas of eastern Donbas Vladimir Putin has asked Russia’s oligarchs to donate to the country’s dwindling defence budget to continue its invasion of Ukraine, it has been reported. The Russian president is expected to continue the conflict, which began in February 2022, until Moscow has secured the remaining areas of Ukraine’s eastern Donbas region not under its control, according to the Financial Times. At least two businessmen have told Putin they would be willing to make contributions to the defence budget after talks on Thursday, the newspaper reported. Putin is understood to be pressing ahead with the invasion after Ukraine refused to withdraw unilaterally from Donbas during recent negotiations brokered by the US. Russia is in contact with the US about a new round of talks on a peace settlement as soon as conditions allow, Kremlin spokesperson Dmitry Peskov said. Peskov said Russia had not lost interest in peace talks but added that key issues – including territory – had yet to be settled. The Kremlin’s defence bill has increased by 42% to reach Rbs13.1tn last year and it has sought to stabilise its economy through taxation. Economy minister Maxim Reshetnikov said on Thursday that Russia was considering another windfall tax this year if the rouble continues to weaken. Russia raised Rbs320bn through a one-off 10% windfall levy on some large companies in 2023. In January, the Kremlin increased VAT to 22% in a bid to raise an extra Rbs600bn ($7.4bn) over three years from small and medium-sized businesses. Russia’s budget deficit for January and February swelled to more than 90% of the figure projected for the whole year as US sanctions forced Moscow to sell oil at significantly discounted prices. Earlier, Putin cautioned that Russian companies and the government should take a guarded approach when deciding how to spend windfall gains from higher oil prices resulting fr...

邁阿密網球精英賽，二號種子仙拿擊敗迪亞科晉級男單四強。 戴白帽的仙拿連續兩圈面對東道主球手，上場贏米高臣，今場面對世界排名20的迪亞科，不過世界第二的仙拿再次反客為主，開局破發，加上在第四局再一次打破發球局，先贏6-2。 對上五次交手，迪亞科贏過一次，但今場贏一盤都難，「一發」得分率只有五成三，仙拿就有八成三。上網打板直線，迪亞科回到後場，但仙拿再殺一板，第二盤又兩次破發。 這位24歲意大利球手，決勝分開出他今場第14次「ACE」，贏多盤6-2，繼奪冠的前屆，再打入四強。

CEO and co-founder of Anthropic Dario Amodei speak onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. Michael M. Santiago | Getty Images A federal judge in San Francisco granted Anthropic's request for a preliminary injunction in its lawsuit against the Trump administration . Judge Rita Lin issued the ruling on Thursday, two days after lawyers for the artificial intelligence startup and the U.S. government appeared in court for a hearing . Anthropic sued the administration to try to reverse its blacklisting by the Pentagon and President Donald Trump's directive banning federal agencies from using its Claude models . Anthropic sought the injunction to pause those actions and prevent further monetary and reputational harm as the case unfolds. "Punishing Anthropic for bringing public scrutiny to the government's contracting position is classic illegal First Amendment retaliation," Judge Lin wrote in the order. A final verdict in the case could still be months away. During Tuesday's hearing, Lin pressed the government's lawyers about why Anthropic was blacklisted. Her language in the order was even sharper. "Nothing in the governing statute supports the Orwellian notion that an American company may be branded a potential adversary and saboteur of the U.S. for expressing disagreement with the government," she wrote. Anthropic's suit followed a dramatic couple weeks in Washington D.C., between the Department of Defense and one of the most valuable private companies in the world. In a post on X in late February, Defense Secretary Pete Hegseth declared Anthropic a so-called supply chain risk , meaning that use of the company's technology purportedly threatens U.S. national security. The DOD officially notified Anthropic about the designation in a letter earlier this month. Anthropic is the first American company to publicly be named a supply chain risk , as the designation has historically been reserved fo...

谈判僵局重燃市场恐慌，油价涨，美股美债黄金大跌，特朗普称暂缓打击后走势小幅逆转。 特朗普推迟十天打击伊朗能源设施，最后期限延至4月6日，称美伊谈判“非常顺利”。 伊朗局势冲击美债，本周第三次拍卖疲弱，美债跌势加剧。 黄金大买家的重大转向：土耳其央行在伊朗战争期间抛售80亿美元黄金。 特朗普将于5月14日至15日访华？中国外交部：中美双方就此事保持着沟通。 中国商务部部长王文涛会见美国贸易代表格里尔。 中国市场监管总局召开2026年第一次企业公平竞争座谈会，宁德时代、比亚迪、美团等企业与会。 巨盈变巨亏，美团2025年调整后净亏损186亿元，核心本地商业经营亏损69亿元。电话会：“坚决反对内卷”，“绝不急于成为‘token’工厂”，Keeta沙特盈利在望。 中芯国际2025年营收同比增长16%创历史新高，净利大增39%，月产能突破百万片。 沐曦股份2025年营收同比大增1.2倍，净亏损7.9亿元大幅收窄，GPU销量累计超过5.5万颗。 美国SEC开始质疑评级机构诚信，私募信贷“甩锅大战”正式打响。 马斯克放出Optimus最新视频，称有望在今年夏季启动生产，2027年剑指百万台产能。

近日，字节跳动宣布将以超过60亿美元的价格向沙特公共投资基金（PIF）旗下的Savvy Games Group出售手游公司沐瞳科技。 其实这已经不是首家中国企业出售海外游戏公司/工作室，3月，网易宣布自5月起，将不再向名越稔洋的东京工作室注资，后者可以继续独立运营，此外腾讯、米哈游等厂商都在关停海外研发工作室。 可以说， 在对待海外游戏工作室态度上，中国游戏厂商开始集体转向，从疯狂涌入、重金合作，到切割离场。 这种态度上的反差既有国内游戏厂商对3A游戏漫长开发的不信任，更有对游戏整体趋势的判断——谁说国内做不出3A游戏？ 【1】狂热扩张，海外建立工作室 “我们将以这些工作室为起点，吸纳国际化的研发人才，提升自身技术实力，向着 AAA 级自研游戏的方向成长、前进”，2021年8月，腾讯天美官宣蒙特利尔工作室成立，并指出该工作室的成立的目的就是3A游戏。 其实要做3A游戏的厂商不止腾讯，网易、米哈游、莉莉丝游戏、FunPlus等中国游戏厂商纷纷出海到蒙特利尔、里斯本、洛杉矶等地区，建立海外游戏研发中心。 中国游戏厂商出海的原因很简单——市场正在迎来一个转折点。 据伽马数据显示：2022年第三季度，中国游戏市场实际销售收入为597.03亿元，同比下降19.13%，创下此前十年来的新低。 而与游戏行业寒冬相对比的则是米哈游的3A游戏《原神》的爆火：2021年，《原神》上线两个月，就在35个国家/地区登顶成为第一，总收入为18亿美元；2022年，《原神》总收入达到37亿美元，稳居全球手游第三。 （来源：Sensor Tower） 在《原神》的刺激下，几乎所有游戏厂商都意识到， “换皮游戏”难以生存，以3A为标杆的精品游戏才能留住用户。 但彼时中国游戏市场根本没有孵化3A游戏的土壤，如没有工业化生产能力、在游戏设计上侧重于美术而不是玩法、国内基本没有3A游戏的产品…… “绝大多数的国内厂商，在工业化这条路上，还都只是个草台班子。即便是最顶尖，最挣钱的团队，他们的能力往往也低于我们的预期”，《2022游戏工业化之战》中，直言不讳地表示， 中国游戏公司缺少3A游戏的研发能力。 “3A不是一个项目，而是一套体系；长周期管理能力；工业化流程；全球发行经验”，知名数字经济学者刘兴亮表示，3A游戏不是一个简单的项目资源堆成，需要的是一整套体系。 可以说，要做一款需要投入上亿美元的3A游戏，...

國際奧委會規定，選手經基因篩查被認定為「生理女性」才有資格參加女子類別的奧運賽事，意味跨性別選手被排除。 國際奧委會執委會在周四通過關於女性比賽的新規定，適用於2028年洛杉磯奧運及以後的奧運會。 國際奧委會主席考文垂表示即使是最微小差距，也可能決定勝負，若容許生理上是男性的選手參加女子類別比賽會帶來不公平；又指運動員一生僅需接受一次篩查，若涉及睪丸決定因子的SRY基因，其篩查結果為陽性，除極少數個例之外，該選手均無資格參加女子類別比賽，但可參加男子類別或不按性別區分的奧運賽事。

一粒600年前的提子種子，在法國一間中世紀醫院的廁所中被發現，專家指可能是因為被當作垃圾扔到廁所。研究指，它跟提子品種「黑皮諾」，有完全相同的基因，反映這種提子的味道，數百年來仍無改變。 ▍ 黑皮諾源自中世紀 黑皮諾這種提子品種，是經常被法國人用來釀製紅酒。除了法國，也有在德國、智利、新西蘭等地蓬勃生長。根據美聯社和美國哥倫比亞廣播公司(CBS)報道，一間位於法國圖盧茲的實驗室，分析了一批古代提子種子的樣本，發現一個中世紀樣本的基因，與現今的「黑皮諾」一模一樣。 這粒種子爺爺，被發現於法國北部城市瓦倫西恩，在一間15世紀醫院的廁所中。研究團隊解釋，當時的人有時候會把廁所，當成放垃圾的地方。 ▍ 跨越世紀的味道 當時吃提子的中世紀人類，會嚐到怎樣的味道呢？研究人員指，我們今時今日吃的「黑皮諾」，理論上等於15世紀聖女貞德、英法百年戰爭時期的人吃的「黑皮諾」。 團隊亦有研究從約4,000年前，至中世紀末期的其他提子種子DNA。有釀酒師指，關於古老提子品種的研究意義重大，他們釀酒時，傾向使用較原始的品種，而非現代經過混合的品種，因為傳統品種抗逆力較強，亦更加原汁原味。 (旁述由AI人工智能生成)

Stock Market Today, March 26: Micron Technology Slides as Analysts Shift Toward GPU Names and Earnings Concerns Grow fool.com

华泰证券研报指出，认为中东事件带来的流动性收缩以及风险偏好变化，导致前期锂价震荡偏弱运行。但考虑下半年国内宜春地区以及海外津巴布韦等地区供给扰动风险仍然存在，需求端高油价对电动车以及储能需求预期的提振，2026年若按照中性预期假设（全球新能源汽车销量同比增速10%-15%，储能电芯出货量同比增速50%-60%），全球碳酸锂有望维持紧平衡供需格局。

Keir Starmer promises help for parents in limiting children’s online activity as government issues guidance to families Parents will be told to limit screen time for children under five to no more than an hour a day under new government advice, as the prime minister promises parents will not be left to battle screens alone. Screen time for children under two should be avoided other than for shared activities encouraging interaction, families will also be advised. Continue reading...

Northern Ireland defender Paddy McNair says Italy "were there for the taking" in semi-final play-off in Bergamo, which Michael O'Neill's side lose 2-0.

黎巴嫩“广场”电视台26日援引一名伊朗消息人士的话报道，美国总统特朗普近日关于伊朗送上“大礼”的言论是政治作秀，缺乏事实依据。伊朗媒体同日报道，霍尔木兹海峡目前仍对美国和以色列关闭。“广场”电视台报道，这名消息人士表示，获准通过霍尔木兹海峡的船只均遵循伊朗方面制定的“安全航线”，与伊朗建立直接联系并事先就其船舶和货物海上过境程序进行协调。伊朗与获准通过船只所属国家已形成双边共识，有关安排通过正式外交渠道和协调机制加以落实，并且不对外公开或作详细说明。（新华社）

科技股领跌，纳指较前高回落逾10%，确认进入技术性修正区间。 *纳指较前高回落逾10% *特朗普表态反复引发市场避险 *原油大涨加剧通胀与加息预期 美股周四显著下挫，市场对美以对伊朗冲突可能升级的担忧升温，推动油价大幅上涨，并加剧通胀预期，避险情绪迅速升温。三大股指全线走低，其中科技股占比较高的纳斯达克指数跌幅超过2%，较近期高位回落超10%，进入技术性修正区间。标普500指数和道琼斯工业平均指数跌幅亦均超过1%。 截至收盘，道琼斯工业平均指数下跌469.38点，收于45960.11点，跌幅为1.01%；标准普尔500种股票指数下跌114.74点，收于6477.16点，跌幅为1.74%；纳斯达克综合指数下跌521.75点，收于21408.08点，跌幅为2.38%。纳指与标普500指数创下自1月20日以来的最大单日跌幅。 【热门股表现】 大型科技股整体走弱，特斯拉下跌3.59%，亚马逊跌1.97%，微软跌1.37%；苹果则小幅收涨0.11%。 Meta与Alphabet承压明显。此前陪审团在相关案件中裁定，两家公司需就社交媒体对未成年人造成伤害的指控承担责任，相关法律风险升温拖累板块表现。Meta收跌7.92%，Alphabet跌幅3.06%。 板块方面，标普500指数十一大板块八跌三涨。通信服务板块和科技板块分别以3.46%和2.74%的跌幅领跌，能源板块和公用事业板块分别以1.57%和0.23%的涨幅领涨。 费城半导体指数在此前连续三个交易日上涨后大幅回落，单日跌幅达4.8%。英伟达收跌4.16%，台积电下跌6.22%，超威半导体跌幅达7.49%，博通下跌2.95%。 纳斯达克中国金龙指数收跌2.55%。阿里巴巴下跌3.43%，拼多多跌1.94%，京东跌1.92%，百度跌4.92%；新能源车板块跌幅明显，蔚来下跌3.81%，小鹏汽车跌6.63%，小马智行跌幅超过14%。 【市场概述】 据央视新闻报道，美国总统特朗普再次就停战谈判向伊朗施压，并警告其“尽快认真对待谈判，否则为时已晚”。不过在收盘后，特朗普表示应伊朗方面请求，将暂停对伊朗能源设施的打击行动10天，相关军事行动推迟至4月6日晚恢复。 富国银行投资研究所（Wells Fargo Investment Institute）全球股票策略师道格·比思（Doug Beath）表示，当前市场波动节奏明显加快，而围绕...

Key PointsA board director scooped up shares of NextDecade.

美联储理事Michael Barr者表示，随着中东冲突和其他因素使得通胀率推向2%的目标变得复杂，决策官员具备条件维持利率稳定。 Barr强调，关税对通胀的影响可能会持续到今年以后；同时他也指出，非房屋服务通胀和核心通胀（剔除波动较大的食品和能源类）都处于高位。 “鉴于中东局势发展可能对我国经济造成相当大的不确定性，以及我之前提到的其他因素，花些时间评估情况是明智之举，”Barr周四在华盛顿布鲁金斯学会发表讲话时表示。“我们目前的政策立场使我们处于良好位置，可以在评估新数据、经济前景及风险平衡的同时维持政策不变。” 美联储上周连续第二次维持基准利率不变，Barr表示支持这项措施。政策制定者指出，经济前景的不确定性加剧，部分原因是美、以对伊朗动武导致油价大幅上涨。 Barr表示，如果冲突很快结束，对通货膨胀和经济活动的影响可能有限。 “但如果这种情况持续一段时间，能源价格和其他大宗商品价格飙升可能会对物价和经济活动产生更广泛的影响，”他说。 责任编辑：王永生

The average one-year price target for JBT Marel (NYSE:JBTM) has been revised to $185.87 / share. This is an increase of 16.21% from the prior estimate of $159.94 dated February 21, 2026. The price target is an average of many targets provided by analysts. The

The average one-year price target for Trainline (LSE:TRN) has been revised to 372.73 GBX / share. This is a decrease of 10.01% from the prior estimate of 414.20 GBX dated February 21, 2026. The price target is an average of many targets provided by analysts. T

Micron reported a phenomenal quarter earlier this month, but the market is heavily discounting the stock due to concerns over unpredictable cyclicality.

Key PointsMicron's revenue nearly tripled year over year in its most recently reported quarter.

How Much Further Could Micron Stock Fall? theglobeandmail.com

How Much Further Could Micron Stock Fall? Yahoo Finance

Earnings Call Insights: Argan, Inc. (AGX) Q4 2026 Management View CEO David Watson highlighted record revenue of $262.1 million for the fourth quarter and $944.6 million for fiscal 2026, with a gross margin of 25% for the quarter and 20.5% for the year. He stated, "We had record revenue of $262.1 million in the fourth quarter and record revenue of $944.6 million for fiscal 2026. Fourth quarter gross margin of 25% and full year gross margin of 20.5%. Record net income of $49.2 million or $3.47 per diluted share in the fourth quarter and record net income of $137.8 million or $9.74 per diluted share for fiscal 2026." Watson underscored a strong pipeline, driven by "rapid growth in AI and data centers, electrification of everything, the need to replace aging power facilities and years of underinvestment in power infrastructure." Watson noted a consolidated project backlog of more than $2.9 billion at year-end, with $2.5 billion in new contract value added in fiscal 2026. He emphasized, "Our backlog is currently composed of approximately 77% natural gas projects, 14% renewable and 9% industrial." The CEO stated that the company expects to add "a handful of new projects over the next 12 to 20 months" and is confident in the ability to execute "10 to 12 jobs simultaneously." CFO Joshua Baugher reported, "Fourth quarter revenues increased 13% to $262.1 million, primarily due to the timing of certain projects in our Power segment. The Trumbull Energy Center reached substantial completion during the quarter and activity began to ramp up at other recently awarded projects." Outlook Watson reiterated confidence in the demand environment, predicting continued high demand for expertise and capabilities, especially for large complex gas-fired power facilities. The company expects to maintain the majority of its backlog in natural gas projects for the near and midterm but remains committed to renewable capabilities. Management expects to add several new projects within the next 12...

随着国会在如何结束政府部分停摆问题上陷入僵局，美国总统唐纳德·特朗普表示，他将签署一项命令，向运输安全管理局（TSA）人员发薪，以缓解美国机场运行受阻。 特朗普周四晚间在社交媒体发帖中宣布这一举措，不过目前尚不清楚，他拥有何种法律权限可以绕过掌控联邦支出的国会、向TSA人员发薪。 “我将签署一项命令，指示国土安全部长Markwayne Mullin立即向我们的TSA人员发薪，以应对这一紧急情况，并迅速结束民主党在机场制造的混乱，”特朗普表示，“这并非易事，但我准备这么做！” 特朗普采取这一单边行动之际，围绕国土安全部（下辖TSA）的拨款争议已持续数周，导致人员短缺和航空出行旅客等待时间延长。今年早些时候两名美国公民被执法人员杀害后，民主党人阻挠相关拨款，以图推动移民执法政策调整。 共和党则拒绝了民主党提出的一项独立法案，该法案拟为TSA以及国土安全部中与移民无关的部门提供资金。 责任编辑：王永生