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中东战火下半导体供应链受阻:这些光刻工艺材料拟调价

财联社 📅 03/28 08:18 TSM.N
《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,...

Broadcom Expands AI Story With Symantec CBX And 400G Optical Push

Yahoo 📅 03/28 08:17 NVDA.O
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 Bro...

AI债务担忧加剧,甲骨文信用风险指标创历史新高

华尔街见闻 📅 03/28 08:17
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。

Amazon AI Chip Exits Test Trainium Ambitions And AWS Growth Story

Yahoo 📅 03/28 08:17 AMZN.O
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...

Should You Buy Lockheed Martin While It's Up 26% in 2026?

The Motley Fool 📅 03/28 08:17
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 c...

交行去年純利按年升2%

无线新闻 📅 03/28 08:16
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。

招行去年多賺約1%

无线新闻 📅 03/28 08:16
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。

Chacon Quiros sells Establishment Labs (ESTA) shares worth $214k

Investing 📅 03/28 08:16

美媒:“布什”号航母预计将部署到中东或附近区域

华尔街见闻 📅 03/28 08:16
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)

Crinetics Director Sells 5,000 Shares With Stock Down 4%, but Here's What Matters More

Nasdaq 📅 03/28 08:16
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

Google 📅 03/28 08:15 MU.O
Alphabet Delivers Unfortunate News for Micron Stock Investors The Globe and Mail

Are UK students at risk of more deadly meningitis outbreaks?

BBC News 📅 03/28 08:15
The worst seems to be over, but questions remain about why this happened and whether it could happen again.

Why Argan Stock Ascended Today

The Motley Fool 📅 03/28 08:15
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

3 No-Brainer AI Stocks to Buy Before They Soar, According to Wall Street

Nasdaq 📅 03/28 08:15
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。

格隆汇 📅 03/28 08:13
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。

U.S. tech pullback mirrors late stages of dotcom era, strategists say

Yahoo 📅 03/28 08:12 MSFT.O
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 systemi...

欧盟“贸易三部曲”收官之作:欧澳自贸协定的战略捆绑

财新 📅 03/28 08:12
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...

KPMG UK moves to slash audit headcount as attrition rates plummet - Bloomberg

Investing 📅 03/28 08:11

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

Yahoo 📅 03/28 08:11
Blue Owl Capital Corp (1D6.HM) 互動股市圖表 Yahoo 財經

美股全线大跌,道指暴跌近800点!科技巨头普跌,微软较高点跌34%,国际油价大涨7%

金融界 📅 03/28 08:10 9868.HK9618.HKMSFT.O
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...

NASA阿尔忒弥斯二号任务进入最后准备阶段

格隆汇 📅 03/28 08:10
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...

Tango Therapeutics president sells $241k in shares

Investing 📅 03/28 08:10

Moore Problems? Maryland Gov. Wes Moore Booed At Baltimore Stadium In Deep-Blue Territory

Zero Hedge 📅 03/28 08:10
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 ...

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

Google 📅 03/28 08:08 NVDA.O
Cathie Wood’s ARK sells Nvidia stock, buys Arcturus Therapeutics Investing.com

Alphatec CFO Sells $986K in Stock With Shares Up 9% This Past Year. Here's What Investors Should Know

Nasdaq 📅 03/28 08:07
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.

LeMaitre Vascular Up 30% as Insider Sells $285K in Stock. Here's What Investors Should Know

The Motley Fool 📅 03/28 08:06
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. LeMait...

FAA halts traffic at Washington area airports over odor at facility

Investing 📅 03/28 08:06

道指纳指相继跌入回调区间 美联储降息预期显著降温

财新 📅 03/28 08:06
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...

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

Investing 📅 03/28 08:06 NVDA.O

Iran war splits older and younger conservatives - as pressure builds for Trump to find exit ramp

BBC News 📅 03/28 08:05
More than a thousand miles from Washington, the conflict was a dominant topic of conversation at CPAC.
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