As one of the world’s biggest tech companies, Salesforce (CRM) has revolutionized businesses by automating and centralizing their data. Its cloud technology provides businesses with a “360-degree view” of their sales, customer service, and marketing operations, helping them collaborate better, ...

Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned cash to make a purchase, is that they expect to make money. Today we

LDL-C过高导致全球慢病死亡风险激增6.4倍，堪称“最隐匿的生命威胁”。 3月31日，默沙东的一项最新临床数据显示，该公司正在开发的新型口服降脂药物在一项后期头对头临床试验中，达到了显著降低低密度脂蛋白胆固醇（LDL-C）的主要目标，能显著降低“坏胆固醇”。 低密度脂蛋白胆固醇也被称为“坏胆固醇”。LDL-C的升高会引发高胆固酮血症，这种疾病通常会进一步导致动脉斑块形成。 今年早些时候，《新英格兰医学杂志》（NEJM）数据显示，LDL-C过高导致全球慢病死亡风险激增6.4倍，堪称“最隐匿的生命威胁”。 研究进一步揭露，LDL-C每上升1mmol/L，动脉壁斑块沉积速度将加快3-4倍，直接推动动脉粥样硬化进程，导致心肌梗死等冠心病风险骤增20%-30%。不仅如此，脑梗、外周动脉疾病、慢性肾病等常见慢病，背后也常见“坏胆固醇”失控。 长期以来，他汀类药物一直是降脂的常用药物，但它也有多种副作用，有相当一部分患者他汀不耐受。为此，近年来各大制药厂商的多种口服非他汀疗法正在开发中。 默沙东的这款在研非他汀类胆固醇药物enlicitide decanoate通过阻断一种在调节胆固醇水平中起关键作用的蛋白质PCSK9 （前蛋白转化酶枯草杆菌蛋白酶9）起作用，PCSK9也是近年来降脂药研发的热门靶点。 最新临床研究将enlicitide与现有的非他汀类口服降胆固醇药物贝派地酸（bempedoic acid）以及依折麦布（ezetimibe）进行头对头比较，发现在已经有他汀治疗背景的患者中，enlicitide可将LDL-C水平较基线水平降低多达64.6%；并且可将LDL-C水平较贝派地酸降低多达56.7%，较依折麦布降低36%。 加拿大丰业银行（Scotiabank）分析师预计，这种药物可能是默沙东最可能被低估的管线资产之一，并预计该药物上市后的峰值销售潜力可高达数百亿美元。 目前默沙东的这款药物已经获得了美国食品药品监督管理局的优先审评资格，丰业银行分析师预计，该药物最早可能在今年年内获批。 第一财经记者注意到，默沙东的这款在研药物在中国也已经在三期临床，用于动脉粥样硬化及高胆固醇血症适应症。 目前正在开发的类似疗法的制药巨头还包括阿斯利康。根据去年阿斯利康公布的一项中期试验数据，该公司正在研发的一种PCSK9口服降脂药可将“坏胆固醇”水平降低近51%。 阿斯利康还称，这款在...

在行业下行期，合作开发是房企获取土地和分散风险的重要方式，但项目利润需在股东之间分配，上市公司实际可确认的归母收益相应下降 【财新网】 在收入基本同比持平的情况下，越秀地产（00123.HK）2025年的盈利表现出现明显分化：总体利润同比增长，但归属于上市公司股东的收益却大幅下滑。 3月31日，越秀地产披露2025年业绩。该公司录得营收864.6亿元，同比微增0.1%；年内盈利17.78亿元，同比增长21.4%；归母净利润仅为0.55亿元，同比下降94.7%；核心净利润约2.6亿元，同比下降83.5%。 业绩报告显示，2025年越秀地产的收益分配结构发生变化，非控股权益达到17.23亿元，占年内利润总额的97%；归属于上市公司股东的部分仅占3%。可供比较的是，2024年越秀地产盈利14.65亿元，其中归属于上市公司股东的利润为10.40亿元，非控股权益为4.25亿元，占比分别为71%和29%。

Justin Sullivan/Getty Images News Oracle ( ORCL ) started laying off employees on Tuesday to drive down costs to support its artificial intelligence infrastructure buildout, according to Business Insider . The number of employees being laid off is publicly unknown, but it appears to affect Oracle workers around the globe, the report said. Seeking Alpha reached out to Oracle, but a spokesperson declined to comment on the matter. Oracle sent out an email on Tuesday, which was obtained by Business Insider , to its affected employees. "We are sharing some difficult news regarding your position," the email read. "After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day." Oracle had approximately 162,000 full-time employees as of May 31, 2025, according to its most recent 10-K filing . About 58,000 were employed in the U.S., and 104,000 were employed internationally. On a segment basis, Oracle had 29,000 in cloud services and license support operations; 31,000 in sales and marketing; 3,000 in hardware; 37,000 in services; 50,000 in research and development; and 12,000 in general and administrative. Many of these are long-term staffers, as the average tenure with the company at the time was eight years, with 30% of its workforce being there a decade or more. Tech Layoff Tracker posted on X that the layoffs will affect 18%, or 30,000, of Oracle's global workforce. During its third-quarter fiscal 2026 earnings report earlier this month, Oracle said it expects capital expenditures of $50B for the entirety of fiscal 2026. The company also expects its fiscal 2027 revenue to hit $90B. Oracle's share price has plummeted more than 50% since striking an all-time high of $328 in September 2025. Oracle is also involved in a deal to take control of TikTok's ( TIKTOK ) U .S. operations from Chinese parent ByteDance (BDNCE ) to a new American en...

Sundry Photography/iStock Editorial via Getty Images Like a lot of other semiconductor companies, Broadcom Inc. ( AVGO ) has greatly benefited from the ongoing AI revolution. In recent years, the company demonstrated strong financial results, experienced an increase of revenues in the AI segment and at the same time transformed its business through the VMware integration. As a result, Broadcom is viewed by the market as a unique company that benefits from the rising spending on AI and the ability to generate a stable cash flow. However, since our latest bearish coverage , Broadcom's price has dropped from $348 per share to $300 per share. What’s worse is that it now starts to face new challenges that can undermine its future growth and make its stock an unattractive investment. That is why we decided to stick with our Sell rating for the company. AI Has Its Own Upsides And Downsides Right now Broadcom is actively developing custom AI chips. They have already become one of the main drivers of the company’s growth. It has been actively engaged with hyperscalers who build their own AI infrastructures and need specialized solutions that Broadcom offers. As the demand for such solutions is growing rapidly, the money that hyperscalers are willing to spend are increasing while the entry barriers for others remain high. Although Broadcom has benefited from this, its business has one important feature, which is concentration. Unlike its diversified peers, Broadcom is heavily dependent on a limited number of large customers. This means that its ability to generate revenue is directly related to the capital spending plans of several major tech firms. If these companies continue to invest aggressively in AI, then Broadcom should not have issues with increasing its sales. However, if the pace of investments starts to slow down or budgets are revised, it will immediately put pressure on growth. And it is this dependence that makes business less predictable than the market is curr...

Sundry Photography/iStock Editorial via Getty Images Like a lot of other semiconductor companies, Broadcom Inc. ( AVGO ) has greatly benefited from the ongoing AI revolution. In recent years, the company demonstrated strong financial results, experienced an increase in revenues in the AI segment, and at the same time transformed its business through the VMware integration. As a result, Broadcom is viewed by the market as a unique company that benefits from the rising spending on AI and the ability to generate a stable cash flow. However, since our latest bearish coverage , Broadcom's price has dropped from $348 per share to $300 per share. What’s worse is that it now starts to face new challenges that can undermine its future growth and make its stock an unattractive investment. That is why we decided to stick with our Sell rating for the company. AI Has Its Own Upsides And Downsides Right now Broadcom is actively developing custom AI chips. They have already become one of the main drivers of the company’s growth. It has been actively engaged with hyperscalers who build their own AI infrastructures and need specialized solutions that Broadcom offers. As the demand for such solutions is growing rapidly, the money that hyperscalers are willing to spend is increasing while the entry barriers for others remain high. Although Broadcom has benefited from this, its business has one important feature, which is concentration. Unlike its diversified peers, Broadcom is heavily dependent on a limited number of large customers. This means that its ability to generate revenue is directly related to the capital spending plans of several major tech firms. If these companies continue to invest aggressively in AI, then Broadcom should not have issues with increasing its sales. However, if the pace of investments starts to slow down or budgets are revised, it will immediately put pressure on growth. And it is this dependence that makes business less predictable than the market is curr...

Broadcom: The Bear Case Nobody Wants To Hear (NASDAQ:AVGO) seekingalpha.com

晨光股份公告，2025年营业收入250.64亿元，同比增长3.45%。净利润13.1亿元，同比下降6.12%。拟向全体股东每10股派发现金红利10元（含税）。

格隆汇3月31日｜丁二烯橡胶连续主力合约日内涨2%，现报17900.00元。

Discover three stocks under $20 with strong analyst support and potential upside of 70% or more for risk-tolerant investors in 2026

格隆汇3月31日｜利弗莫尔证券显示，靖因药业（Sirius Therapeutics）向港交所提交上市申请书，联席保荐人为高盛集团、海通国际、汇丰银行。

(RTTNews) - Stock of WeRide Inc. (WRD) is rising about 12 percent on Tuesday morning trading after the company, along with Uber (UBER), announced the launch of fully driverless Robotaxi fare-charging operations in Dubai, as part of the first batch of Level 4 Robotaxis to enter co

华尔街有望在股市和债市上涨中为动荡的3月收官，因有一则报道称，美国总统唐纳德·特朗普已暗示，即便霍尔木兹海峡仍基本关闭，他也愿意结束美国在伊朗的军事行动。油价走低。 纽约时间10：00，标普500指数上涨1.7%，纳斯达克100指数涨1.8%，道指走高1.4%。此前的抛售使标普500指数恐将录得2022年以来表现最糟的月份。 自冲突爆发以来飙升约50%的布伦特原油价格在107美元附近波动。尽管原油价格仍处于高位，但其从多年高点回落的走势推动了美国国债的进一步上涨。美元走低，黄金上扬。 报道称，特朗普及其助手评估认为，恢复霍尔木兹海峡通航的行动将使战争超出他设定的4至6周时间表，因此特朗普认为美国应转而实现其主要目标 —— 摧毁伊朗海军和导弹储备，并逐步结束当前的敌对行动。 “说实话，我们不太确定这则消息为何会对市场产生如此积极的影响，”Miller Tabak的Matt Maley表示。“如果霍尔木兹海峡的航运限制仍接近当前水平，油价将维持高位，并可能随着时间推移进一步走高。” “有时新闻会让人摸不着头脑，”Bespoke Investment Group的策略师表示。“如果美国撤出中东而霍尔木兹海峡仍被封锁，能源市场很可能仍然面临极其严峻的供应短缺，使价格维持高位。也许市场预期，如果美国撤军，海峡就会重新开放。” 责任编辑：丁文武

格隆汇3月31日｜融信中国(03301.HK)公告，2025年合约销售额约达人民币37.77亿元，较去年减少约50.96%。收益约达人民币71.08亿元，较去年减少约76.13%。年内亏损约达人民币124.83亿元，较去年的年内亏损约人民币115.58亿元增加约8%。公司拥有人应占亏损约达人民币99.58亿元，较去年的公司拥有人应占亏损约人民币120.02亿元减少约17.03%。负债比率于2025年12月31日为-5.19，而2024年12月31日为5.11。

今年1~2月，长安汽车累计销量286,623辆，其中新能源汽车78,816辆，占比27.5%。 在中东局势推高燃油价格、国内新能源渗透率持续攀升的背景下，长安汽车（000625.SZ）却选择在燃油车领域进一步发力。 “新能源车确实是汽车行业未来的解决方向，但每年仍有超过7000万用户需要购买燃油车。”2026年3月30日，长安汽车执行副总裁杨大勇在蓝鲸超擎动力全球发布会上表示，作为一家全球化企业，长安要为全球用户提供多元场景的出行解决方案。 从长安自身的销售情况来看，燃油车的销售依然占到半数以上的比重，在燃油车领域的技术积累，以及销量规模的提升，决定其必须在燃油车的创新方面持续发力。产销快报显示，今年1~2月，长安汽车累计销量286,623辆，其中新能源汽车78,816辆，占比27.5%。 在长安看来，传统自主品牌既要拥抱新能源的快车道，也要走好燃油车的低碳升级路，蓝鲸超擎混动是长安给出的全球混动中国方案。 乘联分会秘书长曾撰文分析称，传统燃油车的核心矛盾在于“效率浪费”与“场景局限”：内燃机热效率仅35%-40%，大部分能量以热量形式浪费；城市拥堵工况下，油耗比高速工况高30%-50%；长途出行时，加油便利但排放污染严重；短途通勤时，发动机空转造成噪音和能耗冗余。插混技术通过“油电协同”彻底解决了这些问题，这种“全场景覆盖”的能力，让插混成为燃油车的“降维打击者”。 此次发布的蓝鲸超擎混动，主打“以电动技术赋能传统燃油车”，打破传统混动以“油”为中心的路径，构建“油电并重”的越级混动模式。长安方面称，实测数据显示，搭载该系统的蓝牌轿车城区油耗低至2.98L/100km，SUV为3.98L/100km，推动蓝牌轿车进入“2L时代”、SUV进入“3L时代”。

Dimensions/E+ via Getty Images Coherent ( COHR ) is one of those names that feels almost too obvious at first glance, and after recently covering Lumentum ( LITE ), it’s not a setup I can afford to ignore. The stock has already rerated significantly; there is too much optimism in AI stocks in general, and it is getting into a place where investors start confusing a strong trend in a business with a good entry point. That’s when I start getting worried. The more time I spend around Coherent, the less and less this looks like a simple momentum story and more and more like a company that has one of the strongest bottlenecks in AI networking. The Setup is Not Optics, It is InP What gives me hope is that Coherent is not just benefiting from the transceivers demand but is actually gaining more control of the layer that drives the demand. Coherent has been unusually clear about the importance of indium phosphide, and I think that clarity is justified; the shortage is no longer theoretical. Indeed, the datacenter bookings again accelerated in the latest print, with book-to-bill greater than 4x , most of 2026 already booked, 2027 booking rapidly, and customer forecasts going out to 2028. The 6-inch InP ramp is the core of this thesis. Anderson indicated Coherent is already at approximately 80% of its target wafer start rates to double its own internal InP supply by the end of 2026. In addition, six-inch wafers are capable of producing more than four times as many chips for less than half the cost of three-inch wafers. If this is true, Coherent is not only increasing supply. It is also structurally lowering its own costs. At the same time, its competitors are still trying to source adequate materials. This is a much better business than AI optics beneficiary. Revenue Quality Improving More Rapidly than the Market Knows I don’t like every aspect of Coherent’s portfolio. The industrial business is still relevant. However, Coherent is being re-evaluated via datacenter and commun...

格隆汇3月31日｜标普500指数涨幅收窄至1%。

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR EURO STOXX 50 ETF (Symbol: FEZ) where we have detected an approximate $296.2 million dollar outflow -- that's a 6.5% decrease week over week (f

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the MOAT ETF (Symbol: MOAT) where we have detected an approximate $1.8 billion dollar outflow -- that's a 13.8% decrease week over week (from 139,550,00

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 Aerospace & Defense ETF (Symbol: XAR) where we have detected an approximate $593.5 million dollar outflow -- that's a 9.7% decrease

格隆汇3月31日｜据中新经纬，“夺冠那天晚上，有客户凌晨一两点打电话来下单。”31日下午，张雪机车北京朝阳店销售人员韩贺对中新经纬说。 在29日结束的世界超级摩托车锦标赛(WSBK)葡萄牙站WorldSSP组别中，中国摩托车制造商“张雪机车”在该站赛事双回合正赛中相继夺冠。31日下午1点左右，记者来到位于北京市朝阳区定福庄附近的张雪机车北京朝阳店。门店内，几辆崭新的机车整齐排列，店内的冠军车型ZX820RR被摆放在最显眼的位置。3月30日上午，张雪机车官方旗舰店直播间涌进超6000人，各地门店直播间数据同步暴涨。 韩贺介绍，目前张雪机车在全国的订单量增长迅速。“夺冠后不到4天总预订数达8000多台，订单已经排到了6月份。”

HJBC Accenture ( ACN ) is still a top pick at UBS in the business, education, and professional services sector, as the technology consulting firm is trading at a discount to the S&P 500 for the first time in more than 15 years. “With Accenture stock currently trading at a discount to the S&P 500 for the first time in 15+ years with ~12.8x FY2 P/E vs. our target multiple [of] 19.5x, we believe the market is undervaluing ACN’s earnings growth amid macro uncertainty,” analysts at the firm wrote in a note to clients. “Despite bookings execution and FCF acceleration, we see current sentiment-driven dislocation an opportunity as we remain constructive with [a] $320 PT.” More on Accenture Accenture: No, The Software Apocalypse Isn't Coming Accenture plc (ACN) Q2 2026 Earnings Call Transcript Accenture plc 2026 Q2 - Results - Earnings Call Presentation Accenture launches AI-powered Cyber.AI to boost security response and cut costs Accenture invests in DaVinci Commerce

Solar Stocks Surge As Energy Shock Revives Renewables Trade Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching . "Are we back to running the 2022 playbook? " Wijaya asked in a note published Monday. Wijaya said, " Certainly seems that way based on recent px action in residential solar ." "SEDG is +79% YTD vs ENPH +18% and RUN -32%... oil + gas prices moving higher in Europe/globally + coal switching coming into the equation begs the question 'do we start to see more renewables adoption in the EU given demand needs ?'". SolarEdge shares are up 64% year to date, broadly tracking Brent crude and the European natural gas benchmark. The logic behind the trade is that higher fossil fuel prices improve the economics of alternative energy. "As we start getting closer to midterm elections – some specialists asking questions around the 'blue playbook'… ie which single stocks could have leverage to a policy shift in Energy focused on solar/wind/renewables ." Potentially stronger demand for renewables comes as the Hormuz crisis forces countries to rethink energy security. With some power grid operators likely to switch to coal to keep the lights on , the shock is also reviving the conversation around adding more solar and wind to diversify grid mix. Tyler Durden Tue, 03/31/2026 - 10:55

IBM's consulting unit returns to growth with rising AI demand and strategic partnerships, but macro risks and competition may test how durable the rebound proves.

Micron Technology Is Having Its Nvidia Moment. Is It Still a Buy? The Globe and Mail

思科系统股价迅速转跌。 日内稍早消息，伊朗伊斯兰革命卫队发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括惠普、苹果、谷歌、特斯拉、微软等公司。

Deputies cite signs of impairment in affidavit Hydrocodone pills found in pocket after arrest Tiger Woods told authorities he was looking down at his phone and changing the radio station before his rollover crash last week in Florida, according to a probable cause affidavit. The 50-year-old golf star was arrested on suspicion of driving under the influence on Friday afternoon after his Land Rover clipped a truck and rolled on to its side near his home on Jupiter Island. Continue reading...

After announcing a 2029 target for migration to post-quantum cryptography (PQC), Google has warned that a quantum system could attack a Bitcoin (BTC) transaction in about nine minutes. The tech giant warned it won't happen today but it's a possibility one should be prepared for sooner ...

Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Schwab US Dividend Equity ETF, where 478,000,000 units were destroyed, or a 14.8% decrease week over week. Among the largest underlying com