《科创板日报》3月28日讯 美伊冲突之下，半导体行业关键材料的采购和成本压力正引发担忧。 据TheElec报道，韩国芯片厂商正密切关注局势发展，担心供应中断可能影响氦气、稀释剂、乙醇和异丙醇（IPA）等关键原材料的供应。 在此之中，氦气供应风险已然暴露无遗。据业内人士称，近日氦气现货价格飙升，已经上涨超过50%。 三星电子、SK海力士、东部高科等半导体制造商正优先考虑以当前市场价格确保充足的库存，其采购部门每天检查关键材料的供应情况和价格波动，以防止生产中断 。现如今，供应稳定已超越成本考量。 据报道，即便和平谈判达成，拉斯拉凡工业城的重建也可能需要数年时间，因此供应短缺和价格波动将成为中长期风险。 氦气在半导体产业中扮演着举足轻重的角色，是一种被称为“黄金气体”的稀有惰性资源。作为天然气（LNG）生产的副产品，其严重依赖卡塔尔，该国约占全球供应量的三分之一。此前由于伊朗袭击了拉斯拉凡工业城，LNG基础设施受损可能会扰乱长期供应合同。 截至目前，氦气在半导体制造过程中尚无替代品。据MoneyDJ报道，尽管台积电和联电已实现60%至75%的氦气回收率，显著降低了对进口的依赖，但每日约25%的氦气损耗仍需通过进口补充，且回收系统耗电量巨大。另据韩国国际贸易协会的数据，去年韩国氦气进口总量的64.7%来自卡塔尔。 ▌不止氦气受影响 除了氦气之外，油价上涨也间接增加了半导体材料的生产成本。 稀释剂是光刻工艺中用于清除光刻胶残留的清洗材料，核心原料为环氧丙烷（PO）。PO 经加工制成 PGME、PGMEA，再被加工为稀释剂从而供货。报道指出，包括杜邦、陶氏和LG化学在内的供应商已向丙二醇单甲醚乙酸酯（PGMEA）生产商发出提价通知，预计令PGMEA的价格上涨40%至50%。 受此趋势影响， 包括东进半导体、ENF、东友精细化工在内的稀释剂成品供应商计划将4月份出货的产品价格上涨约20% 。 此外，乙醇和异丙醇（IPA）的价格也在上涨。报道补充道，韩国供应商本周已开始发布提价通知，预计涨幅将达到两位数百分比。纯度高于99.99%的半导体级乙醇可用于晶圆清洗和蚀刻后残留物去除；而IPA凭借其卓越的溶解能力，可有效清除晶圆表面的金属离子、有机残留、颗粒物及光刻胶残留等污染物。 开源证券认为，全球地缘政治风险加剧，对外技术依赖环节的“断供”隐忧或将被市场重新定价。半导体材料的投资逻辑...

Broadcom has introduced Symantec CBX, an AI-driven security platform designed to extend enterprise-grade threat detection and incident prediction to a broader range of customers. The company has also joined Cisco, NVIDIA, and other industry participants to launch the 400G Optical Multi-Source Agreement, aimed at standardizing interfaces for next generation AI infrastructure. These moves expand Broadcom's reach in cybersecurity and AI networking, connecting its software and semiconductor...

根据洲际交易所（ICE）数据服务公司的信息，为该公司五年期债务提供违约保护的成本（信用违约互换，简称CDS）上升0.072个百分点，即7.2个基点，达到198.18个基点。这是有记录以来的最高收盘水平，超过了2008年12月创下的前一个峰值。甲骨文已成为衡量AI信用风险的关键风向标。为筹资扩建AI基础设施，其债务规模大幅攀升。目前，该公司约有1200亿美元的债券被纳入彭博美国高级别公司债指数。

Several senior leaders from Amazon's Annapurna Labs AI chip unit, including a key figure behind the Trainium processor, have recently left the company. The exits affect the group that designs custom AI chips used to power Amazon Web Services data centers. These departures follow prior leadership turnover in Amazon's AI division and come during a period of heavy investment in AI infrastructure. For investors watching Amazon.com, NasdaqGS:AMZN, the latest leadership changes land at a time...

In a year marked by volatility and uncertainty, Lockheed Martin (NYSE: LMT) has been a bright spot in the market thus far. Shares of Lockheed are up over 26% in 2026, far outpacing the broader market indexes. With Lockheed's valuation rising, is the stock still a buy? Lockheed's financials have been somewhat of a mixed bag, but there are several positive signs in the latest quarterly report. The company's backlog is a massive $194 billion, sales grew 6% year over year, and free cash flow exceeded expectations. Continue reading

交通銀行去年純利按年上升約百分之2，至956億元人民幣。末期息每十股派1.684元人民幣。 期內收入升至2,656億元人民幣。淨利息收入佔1,730億元人民幣。手續費及佣金淨收入增加約百分之3，至381億元人民幣。

招商銀行去年多賺約百分之1，純利逾1,500億元人民幣。末期息每股1.003元人民幣。 期內收入3,372億元人民幣。

据美国有线电视新闻网27日报道，美军“布什”号航空母舰预计将部署到中东或附近区域。报道援引消息人士的话说，“布什”号航母将前往包括中东地区在内的美军中央司令部责任区。目前尚不清楚“布什”号航母是否会加入或替换已在该地区参加对伊朗作战行动的海上力量。报道说，尽管美国总统特朗普声称正与伊朗进行谈判，但他也一直在考虑多种军事手段，这些军事手段可能导致冲突升级。（新华社）

Key PointsA director of Crinetics Pharmaceuticals reported that he sold 5,000 shares of the company for a transaction value of approximately $180,761 on March 12, 2026.

Alphabet Delivers Unfortunate News for Micron Stock Investors The Globe and Mail

The worst seems to be over, but questions remain about why this happened and whether it could happen again.

Shares of Argan (NYSE: AGX) spiked on Friday after the engineering company reported stronger-than-expected quarterly profits. Image source: Getty Images. With nearly two decades of experience in power plant construction, Argan is well positioned to profit from soaring demand for cost-effective energy infrastructure required by artificial intelligence ( AI ) factories. Continue reading

Key PointsNvidia's stock price has recently lagged its business performance.

格隆汇3月28日｜以色列军方表示，目前正对德黑兰全市范围内的目标实施打击。

Investing.com -- The technology sector is facing its steepest valuation test since the dotcom era as the NASDAQ Composite enters formal correction territory amid an intensifying U.S. military conflict with Iran. The index is on track for another sizeable retreat today, but analysts at Capital Economics suggest that the current rout is likely a temporary repricing rather than the start of a systemic collapse.

该协定是欧盟在全球贸易不确定性加剧、地缘竞争激烈的背景下，践行“开放商业+战略自主”组合、优先深化与“志同道合”发达国家关系的典范，其生效将对全球贸易格局、供应链重组及高标准规则演进产生深远影响 澳大利亚阿德雷德港。图：视觉中国 3月24日，欧盟与澳大利亚正式签署自贸协定，为欧盟2026年初加速推进的“贸易三部曲”（欧盟—南方共同市场、欧盟—印度、欧盟—澳大利亚）画上句号。与侧重农业原料的南方共同市场协定和聚焦经济规模的印度协定相比，欧澳自贸协定被国际主流媒体普遍视为“最平衡、最具战略自主色彩”的收官之作。 这份协定远不止一份传统的市场准入文件，几乎全面取消双边货物关税，预计十年内推动贸易额增长三分之一，更在战略层面实现了深度突破：开创性地与“安全与防务伙伴关系”捆绑，将纯经济合作提升至“盟友+矿产+国防”三位一体的战略高度；优先保障欧盟关键矿产供应链安全，直接服务于减少对单一来源依赖的战略自主目标；在农业敏感性产品上设置温和配额，最大限度规避内部政治阻力；在数字与服务贸易领域设定发达国家间的高标准互惠规则。

Blue Owl Capital Corp (1D6.HM) 互動股市圖表 Yahoo 財經

当地时间3月27日，中东局势急剧升级，美国与以色列对伊朗核设施及工业基地的袭击引发连锁反应。伊朗迅速警告将采取对等报复，并威胁关闭霍尔木兹海峡这一全球石油运输咽喉要道。市场避险情绪瞬间点燃，国际油价单日暴涨超7%，美股三大指数集体重挫，道指暴跌近800点，科技股遭抛售，全球金融市场震荡加剧。 伊朗方面证实，洪达卜核设施及两家大型钢铁厂遭美以空袭，尽管未造成放射性泄漏，但伊朗已将以色列境内6家钢铁厂及地区5国相关工业设施列为报复目标。伊朗高级安全官员警告，若美国发动地面行动，伊朗将采取对等反制，并强调“任何敌方在霍尔木兹海峡的军事行动可能导致该海峡被无限期关闭”。与此同时，伊朗议会官员释放退出《不扩散核武器条约》的信号，进一步加剧局势不确定性。美国国务卿鲁比奥在G7外长会上罕见透露，军事行动可能持续“数周而非数月”，与特朗普此前“四至六周”的预期形成对比。 地缘风险直接推升原油供应中断忧虑。WTI原油期货当日收盘暴涨7.09%，报101.18美元/桶，布伦特原油亦突破106美元，双双升至2022年7月以来最高点。霍尔木兹海峡的潜在封锁风险迫使交易员重新定价全球能源供需格局。美国银行大宗商品业务主管指出：“现实逐渐取代新闻标题的影响，油价呈现缓慢但持续的上行走势。” 在地缘冲突升级与油价暴涨的双重冲击下，美股市场迎来新一轮抛售潮，三大指数全线大幅收跌，且悉数录得周线五连跌。截至收盘，道琼斯工业平均指数下跌1.73%，报45166.64点；纳斯达克综合指数下跌2.15%，报20948.36点；标普500指数下跌1.67%，报6368.85点，一周之内接连失守6500点与6400点两大整数关口。继此前纳指跌入技术性调整区间后，道指也在本周正式进入调整区间。 盘面上，美股科技巨头普跌，成为拖累大盘的主要力量。截至收盘，Meta、亚马逊跌近4%，微软跌2.51%，谷歌-A跌2.34%，英伟达跌2.17%，苹果跌1.62%，特斯拉、博通均跌超2%。其中微软在连续4日下跌后，较去年10月的历史高点回撤幅度已接近34%，在科技 “七巨头” 中表现尤为疲软。 除此之外，AI巨头Anthropic尚未公开发布的新闻稿草稿意外泄露，其中提及下一代大模型将 “带来前所未有的网络安全风险”，这一消息直接冲击美股网络安全板块。截至收盘，CrowdStrike、派拓网络、Zscaler均跌近6%，...

格隆汇3月28日｜当地时间3月27日，NASA阿尔忒弥斯二号（Artemis II）任务进入发射前最后准备阶段。四名宇航员已抵达佛罗里达州肯尼迪航天中心，着手开展最后阶段工作，这将是五十多年来首次载人绕月飞行任务。此次任务机组包括美国宇航员里德·怀斯曼（Reid Wiseman）、维克多·格洛弗（Victor Glover）、克里斯蒂娜·科赫（Christina Koch），以及加拿大航天局宇航员杰里米·汉森（Jeremy Hansen）。按照当前计划，最早将于4月1日搭乘太空发射系统（SLS）火箭升空。任务期间，宇航员将乘坐“猎户座”飞船执行约10天的绕月飞行，对飞船系统及深空飞行能力进行关键测试。怀斯曼对媒体表示，人类已等待多年重返月球轨道，团队已完成大量准备工作，对任务充满期待。

Moore Problems? Maryland Gov. Wes Moore Booed At Baltimore Stadium In Deep-Blue Territory Left-wing Maryland Gov. Wes Moore was greeted Thursday afternoon by a stadium full of boos at Camden Yards on Opening Day for Orioles baseball, a striking public rebuke of the struggling governor and the one-party rule of Democratic Party kings and queens running the state into the ground. Gov. Wes Moore was booed by the crowd ahead of the Orioles home opener on Thursday. https://t.co/KdJaF2jx68 pic.twitter.com/pA0p6G2z8m — FOX Baltimore (@FOXBaltimore) March 26, 2026 After years of fiscal mismanagement, Annapolis Democrats have driven Maryland into a fiscal crisis, compounded by the death spiral of higher taxes and backfiring green energy policies that are now colliding with surging data-center power demand across the region, sparking a power bill crisis for Marylanders. The end result of this epic mismanagement is extraordinarily sad: a growing exodus of residents, with net migration trends turning negative for the state as people flee to places where common sense is prioritized, not state-ruining far-left experiments. One notable observation about the boos is that they occurred at Camden Yards in Baltimore City, which is controlled by a crazed left-wing mayor in a deeply blue city. In fact, the boos should never have been heard there, but among voters in the state, left or right, the cost-of-living crisis sparked by out-of-control taxes and state-ruining progressive policies is crushing pocketbooks everywhere. Let’s remind readers that Gov. Moore has been positioned by the Democratic Party machine as a possible nominee in 2028. Moore smiling with far-left radical Alex Soros. However, Polymarket odds show his chances of securing the nomination at just 2%, and for good reason: the endless mismanagement of the state is a massive liability on the national stage. On Friday morning, Republican Del. Matt Morgan joined local outlet Fox 45 Morning News to discuss the boos at Camden Y...

Cathie Wood’s ARK sells Nvidia stock, buys Arcturus Therapeutics Investing.com

Key PointsThe CFO of Alphatec Holdings reported selling 79,789 shares of the company on March 13, 2026, generating a transaction value of approximately $986,000.

Trent G. Kamke, Senior VP of Operations at LeMaitre Vascular, reported the exercise and immediate sale of 2,625 shares of common stock for a transaction value of approximately $285,000 on March 11, 2026, according to a recent SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($108.50); post-transaction value based on March 11, 2026 market close price. LeMaitre Vascular is a specialized medical device manufacturer focused on innovative solutions for vascular surgery and intervention. Its strategy emphasizes a diverse product portfolio and direct sales channels to drive growth in the global peripheral vascular market. The company's competitive edge stems from proprietary technologies and a targeted customer base within the healthcare sector. Continue reading

芝商所美联储观察工具显示，目前市场预计年内利率不变的概率超70%，加息25个基点的可能性接近25% 【财新网】 3月27日，在美国和以色列对伊朗的联合军事行动即将届满一个月、冲突升级风险仍未消散之际，道琼斯指数和纳斯达克指数先后跌入技术性调整区间，距离2月时的近期高点，已经下挫逾10%。当天道指抹去近800点，收跌1.7%。纳斯达克指数重跌2.1%。 标普500指数当天收跌1.7%，跌至去年8月以来的低点。这也是标普500指数连续第五周下跌，创2022年俄乌冲突爆发以来的最长连跌记录。 当日早些时候，欧洲和亚洲股市也普遍抛售，全球市场恐慌情绪持续上升。

More than a thousand miles from Washington, the conflict was a dominant topic of conversation at CPAC.