标普500指数涨幅收窄至不足1%，此前一度涨2.2%。 道指涨561点、涨幅收窄至1.23%，纳指涨229点、涨幅收窄至1.05%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Trevor Williams The current tech sell-off represents a buying opportunity in the AI revolution, particularly in cybersecurity and software sectors that have been unfairly punished by the market, Dan Ives of Wedbush Securities said. Ives, in an interview with CNBC, described the current environment as a “white-knuckle moment” and a “risk-off trade” but maintained that the underlying tech thesis remains intact and the turbulence is likely to be measured in weeks rather than months. “The AI ghost trade. The software sell-off continues to be the most disconnected trade I’ve seen in my career,” he said in the interview. He pointed to companies like CrowdStrike ( CRWD ), Zscaler ( ZS ), Palo Alto ( PANW ), and Checkpoint ( CHKP ) as attractive cybersecurity plays, noting that the sector has actually outperformed during recent market turmoil and should continue to do so given the heightened geopolitical landscape. Beyond cybersecurity, Ives remained bullish on broader software names, including Salesforce ( CRM ), ServiceNow ( NOW ), Oracle ( ORCL ), and Microsoft ( MSFT ). He noted that software has shown relative strength recently, suggesting a potential bottoming in the sector following an Anthropic ( ANTHRO ) event that helped shift market sentiment. On semiconductors, the analyst acknowledged that the risk-off trade has hit the sector hard, with even strong earnings reports failing to lift stocks. Despite Micron’s ( MU ) blowout quarter and Nvidia ( NVDA ) remaining sideways for months, he argued these names should be owned given the long-term AI buildout. “Demand is 12 to one versus supply in terms of the AI revolution,” he noted, emphasizing that the industry is only in year three of an eight- to ten-year infrastructure expansion. Ives recommended a “barbell approach” for navigating the current volatility, balancing defensive and offensive positions within the tech sector. He cautioned against getting caught up in “dystopian views” during periods of market stress, em...

格隆汇3月24日｜纳斯达克100指数涨幅收窄至不足1%，此前一度上涨2.4%。

德国DAX 30指数初步收涨1.48%，报22711.44点。 法国股指初步收涨1.38%，意大利股指初步收涨1.22%、银行指数涨3.26%，英国股指初步收涨0.16%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

欧洲STOXX 600指数初步收涨1.02%，报579.10点。 欧元区STOXX 50指数初步收涨1.76%，报5594.00点。 富时泛欧绩优300指数初步收涨1.03%，报2311.01点。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

JHVEPhoto The US FDA has granted orphan drug status to BeOne Medicine's ( ONC ) BGB-B2033 for hepatocellular carcinoma, the most common type of liver cancer. BGB-B2033 is an IgG-based bispecific antibody targeting GPC3 and 4-1BB in phase 1. BeOne says that BGB-B2033's anti-tumor activity can potentially be enhanced with the company's Tevimbra (tislelizumab), an IgG4 anti-PD-1 monoclonal antibody. More on BeOne Medicines Tracking Baker Brothers Portfolio - Q4 2025 Update BeOne Medicines: Guidance Weighs But Multiple Catalysts In 2026 BeOne Medicines AG (ONC) Q4 2025 Earnings Call Transcript Most oversold healthcare stocks above $10B on Wall Street amid Middle East disruptions BeiGene Q4 2025 Earnings Preview

akuzone/iStock via Getty Images For most of the final quarter of 2025, the macroeconomic landscape was shaped as much by what investors couldn't see as by what they could. The U.S. government shutdown—lasting a record 43 days—created a significant information vacuum just as markets sought clarity on growth, inflation, and policy trajectories. Despite the data fog, the global macro backdrop proved “good enough” for risk assets. Global growth held firm, inflation stayed sticky but avoided more disruptive outcomes, and most central banks leaned more accommodative than hawkish. In the U.S., elevated downside labor market risk kept U.S. Federal Reserve (“Fed”) easing in play, leading to rate cuts even as the economy expanded. However, policymaker dissents emerged as the Fed Funds rate approached the Federal Open Market Committee's neutral estimate. International markets—particularly Japan and parts of Europe—offered broadly supportive signals, though political uncertainty occasionally weighed on European sentiment. Since mid-2024, most major developed market central banks have cut rates by 150-200 basis points (1.50%-2.00%) or more, meaning some could be close to the end of their easing cycle. The Bank of Japan remains on a separate trajectory with a gradual pace of rate hikes from a highly accommodative starting point, including two in 2025 and two more expected in 2026. Overall, the global tariff environment proved less disruptive than earlier fears. U.S. monthly tariff collections rose but remained well below levels implied by announced policies, while statutory rates edged lower as deals and exemptions took hold. Still, investors monitored persistent trade-related risks alongside other potential headwinds, including slower AI investment, labor market softening, bond market volatility tied to inflation or fiscal stress, and ongoing risk of geopolitical shocks. Financial markets capped a strong 2025 with 4Q gains across both equities and fixed income. Many fixed income...

格隆汇3月24日｜马斯克提出了一个大胆的愿景：将人工智能（AI）数据中心部署在太空。“从概念上讲，长期考虑在太空建立数据中心非常有意义，”富达投资（Fidelity Investments）全球私募股权投资主管Karin Fronczke表示。富达是未上市企业SpaceX的投资者之一。“当然，问题就变成了你们刚才谈到的：它经济吗？坦率地说，作为投资者，我们一直关注的重点就是‘星舰’。”障碍依然巨大，但SpaceX正准备在下个月发射第三代版本的星舰火箭，该火箭具备100吨的有效载荷运载能力。

中東局勢｜伊朗否認在霍爾木茲海峽設置水雷 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】伊朗武裝部隊否認在霍爾木茲海峽設置水雷。 美國哥倫比亞廣播公司引述官員報道，伊朗在霍爾木茲海峽設置至少十幾枚水雷，亦有消息指數量少於12枚。伊朗武裝部隊發言人則表示，伊朗完全控制霍爾木茲海峽兩側的波斯灣和阿曼灣海域，並掌握主動權，正以極具智慧且強而有力的方式控制該海峽，將視乎需要動用一切可行手段確保安全，並與區內國家合作，確保波斯灣安全，任何域外國家無權干涉。

伊朗外交部发言人巴加埃当地时间23日表示，过去几天通过部分友好国家收到有关美国请求就结束冲突进行谈判的信息，伊方已根据自身原则立场作出回应。 巴加埃表示，在相关回应中，伊方就针对其关键基础设施的攻击可能带来的后果发出警告，并强调任何针对伊朗能源基础设施的行动都将遭到伊朗武装力量“果断、立刻且有效”的回应。 他同时指出，在过去24天的冲突中，伊朗未与美国进行任何谈判，伊朗在霍尔木兹海峡问题及结束冲突条件上的立场没有发生改变。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Alan Ritchson, the actor best known for his role in the hit action series Reacher, was filmed allegedly assaulting his neighbor in front of the actor’s children. In a video obtained by TMZ on Sunday, the 43-year-old appeared to strike a man several times as he kneeled on the ground in what looked like a suburban neighborhood in Tennessee. Two children, reported by TMZ to be Ritchson’s, can be seen nearby sitting on motorbikes and watching the incident unfold. Speaking to the outlet, the alleged victim, Ronnie Taylor, claimed that Ritchson had been riding his motorbike through the neighborhood at high speeds while revving the engine on Saturday. Taylor said he responded with an obscene gesture, which Ritchson allegedly returned, according to TMZ. Taylor added that on Sunday, Ritchson came back to the neighborhood, this time accompanied by his two children on their own motorbikes. Taylor claimed he told Ritchson, “Can you stop this please?” – and the situation escalated into a physical altercation. He alleged that Ritchson struck him “at least four times”. Photos obtained by TMZ show Taylor with visible bruising and swelling on his face. However, other sources cited by TMZ countered that Taylor approached Ritchson in a “really aggressive manner” and allegedly attempted to interfere with his motorbike, causing the actor to fall and sustain minor injuries. Another source told TMZ that Taylor had “initiated and instigated” the encounter. The Guardian has contacted Ritchson’s representatives for comment. Ritchson is widely recognized for portraying the fictional former US army military police officer Jack Reacher in the Amazon Prime Video series Reacher. The character has extensive combat experience and is frequently shown taking down opponents in intense fights. The show, based on author Lee Child’s bestselling crime novels, has been praised for Ritchson’s physical performance and closer resemblance to the protagonist’s original depiction of a muscular man who is 6ft 5in...

Aaron David Miller, a former State Department insider, is casting doubt on President Trump's narrative, arguing it’s “not credible” that Iran was just weeks away from developing a nuclear weapon. He also warns the conflict could backfire—pushing Iran closer to a nuclear weapon. (Source: Bloomberg)

伊朗外交部发言人巴加埃当地时间23日表示，过去几天通过部分友好国家收到有关美国请求就结束冲突进行谈判的信息，伊方已根据自身原则立场作出回应。巴加埃表示，在相关回应中，伊方就针对其关键基础设施的攻击可能带来的后果发出警告，并强调任何针对伊朗能源（850101）基础设施的行动都将遭到伊朗武装力量“果断、立刻且有效”的回应。他同时指出，在过去24天的冲突中，伊朗未与美国进行任何谈判，伊朗在霍尔木兹海峡问题及结束冲突条件上的立场没有发生改变。(央视新闻)

TLDR Bernstein analyst Stacy Rasgon rates Broadcom “outperform” and calls the valuation “absurdly attractive” AI demand “shows no signs of slowing,” per Bernstein Broadcom’s last quarter saw sales up 16% and profits up 173% Rasgon forecasts EPS of $20+ by 2027, up from $5.12 in the past year Cantor Fitzgerald maintains Overweight with a $525 price target; Rosenblatt sets target at $500 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Broadcom (AVGO) stock jumped 4.7% on Monday morning after Bernstein analyst Stacy Rasgon published a bullish note on AI infrastructure and specifically called out Broadcom as a top pick. Broadcom Inc., AVGO Rasgon rates Broadcom “outperform” and confirmed that Bernstein holds the stock in its own portfolio. He made the same call on Nvidia (NVDA), which rose 1.65% on the day. The note comes at an interesting time. Broadcom hit an all-time high of $413 per share on December 10 last year, and the stock had fallen roughly 22% since then as AI sentiment cooled across the market. Rasgon pushed back on that pessimism. “AI demand currently shows no signs of slowing,” he wrote, pointing to Broadcom’s most recent quarterly results as proof. The company posted a 16% rise in sales and a 173% jump in profits. With AVGO trading around $321, Rasgon sees the valuation as a clear opportunity. He projects earnings per share of $20 or more for fiscal year 2027, which would put the stock at roughly 16 times forward earnings at current prices. The Earnings Math That forward multiple stands out when you factor in where Broadcom is coming from. The company earned just $5.12 per share over the past twelve months. Getting to $20 by 2027 would represent roughly 400% earnings growth in two years — approximately 100% growth each year. Even on trailing earnings, the stock trades at around 60 times earnings. Rasgon’s argument is straightforw...

Broadcom (AVGO) Stock Jumps 5% After Bernstein Upgrades AI Outlook coincentral.com

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 18, 2026. Brendan McDermid | Reuters S&P 500 futures and oil futures flashed an unusual burst of activity early Monday minutes before a market-moving social media post from President Donald Trump. At around 6:50 a.m. in New York, S&P 500 e-Mini futures trading on the CME recorded a sharp and isolated jump in volume, breaking from an otherwise subdued premarket backdrop. With thin liquidity typical of early trading hours, the sudden burst stood out as one of the largest volume moments of the session up to that point. Zoom In Icon Arrows pointing outwards A similar pattern was observed in oil markets. West Texas Intermediate May futures also saw a noticeable pickup in trading activity at roughly the same time, with a distinct volume spike interrupting otherwise quiet conditions. Zoom In Icon Arrows pointing outwards Roughly 15 minutes later, at 7:05 a.m., Trump said on Truth Social that the U.S. and Iran had held talks and that he was halting planned strikes on Iranian power plants and energy infrastructure. That announcement prompted an instant rally in risk assets, with S&P 500 futures soaring more than 2.5% before the opening bell. West Texas Intermediate futures dropped nearly 6% following the announcement. Zoom In Icon Arrows pointing outwards The timing of the earlier volume spikes across both equities and crude caught the attention of traders, particularly given the absence of an obvious catalyst at the moment they occurred. Early-morning futures markets are typically less liquid, which can make short bursts of buying and selling more noticeable than during regular trading hours. Still, the trades raised some eyebrows because whoever purchased a large amount of stock futures and sold or short crude futures at that moment made a lot of money just minutes later. The U.S. Securities and Exchange Commission and the CME Group didn't immediately respond to CNBC's requests fo...

要点 埃利奥特投资管理公司已购入新 思科 技（Synopsys）数十亿美元股份。 该机构称这家半导体设计企业 “对全球芯片产业至关重要”。 英伟达去年 12 月宣布扩大与新思科技的合作，并斥资 20 亿美元购入该公司股票。 新思科技股价周一大涨约 4%，据美国消费者新闻与商业频道（CNBC）戴维・费伯证实，激进投资机构埃利奥特投资管理公司已持有该公司数十亿美元股份。 埃利奥特管理合伙人杰西・科恩向 CNBC 表示：“随着人工智能推动芯片复杂度与资本投资实现跨越式提升，新思科技拥有得天独厚的增长受益优势。” “我们认为，新思科技完全有机会让财务表现更充分地体现其创造的价值。” 科恩补充道，并强调埃利奥特计划助力公司 “让运营执行、盈利能力与变现能力，匹配其自身潜力及在半导体生态中的重要地位”。 《华尔街曰报》率先报道了埃利奥特入股新思科技的消息。 埃利奥特拒绝透露具体投资金额。本月早些时候，该机构曾向品趣志（ Pinterest ）投资 10 亿美元。 新思科技业务涵盖电子设计自动化与芯片设计，可助力开发支撑人工智能运行的芯片。这家总部位于加州的企业市值约 800 亿美元。 去年 12 月，英伟达在算力合作框架下，斥资 20 亿美元购入新思科技普通股。 英伟达首席执行官黄仁勋称这笔投资 “意义重大”，并表示双方合作旨在实现设计与工程领域的革新。 人工智能数据中心建设热潮（很大程度上由英伟达芯片驱动，这类芯片对内存需求巨大），已引发半导体供应紧张。 新思科技首席执行官萨辛・加齐今年 1 月向 CNBC 表示，预计内存芯片 “紧缺” 状况将持续至 2027 年。 责任编辑：郭明煜

Chart analysts expect the selling could resume after a short-term bounce. Stocks surged Monday after President Donald Trump said he's had "productive" talks with Iran , and temporarily called off attacks on any Iranian power plants and infrastructure. The S & P 500 was last higher by 1.2%, though the most forceful response occurred in the premarket when futures tied to the index rallied by as much as 4.1%. But technical analysts expect the rally will be short-lived. The S & P 500 was already oversold after four straight weeks of selling — meaning Monday's bounce was largely expected even without the latest news on the war — but a troubling breakdown in the longer term trend suggests there's more downside ahead. "Three of our market internals are oversold, which may allow for a rebound this week," Katie Stockton, founder at Fairlead Strategies, wrote in a Monday note. "However, we would not chase the rally, noting the preceding breakdown below the 200-day MA increases downside risk for the coming weeks." .SPX 1D mountain S & P 500, 1-day The S & P 500 fell below its 200-day moving average last week. The technical indicator averages the closing price of an underlying asset over 200 days, helping traders identify longer-term trends. Craig Johnson at Piper Sandler agreed. He said that investors should view the premarket activity as a "relief rally" for now, and should watch key resistance levels at 6,621 at the 200-day moving average, and 6,770 for the 20-day moving average. Ari Wald, head of technical analysis at Oppenheimer, said he expects that a near-term bounce could bring the S & P 500 back up toward an upper range of 6,900, about 6% above Friday's close. He pointed out that Wall Street's fear gauge has failed to spike back above 35 as it did in early March, a sign of abating selling pressure. But he expects that the S & P 500 could fall to 6,175 over the next six months, a more reasonable reset level on an intermediate basis that he said would represent a roughly...

就在周一美国市场开盘前，特朗普收回了此前发出的“若伊朗不在48小时内重新开放霍尔木兹海峡，就摧毁其电力基础设施”的威胁。这一转变受到多重因素推动，包括由美以对伊朗战争引发的能源价格飙升、全球市场动荡，以及寄希望于新一轮谈判能达成协议以结束冲突。 据知情人士透露，特朗普此举部分旨在安抚市场。此言一出立即引发连锁反应：布伦特原油价格大幅下跌，标普500指数和美债则出现反弹。 与此同时，知情人士称，美国盟友私下警言特朗普，称这场战争正迅速演变为一场灾难；海湾国家也敦促他不要摧毁伊朗的关键基础设施，因为这些设施在冲突结束后对防止伊朗沦为失败国家至关重要。 3月23日，特朗普在棕榈滩国际机场登机前向媒体发表讲话 前美国国防部中东事务副助理部长Dana Stroul表示，“特朗普需要找到一种方式，从一个几乎必然会引发新一轮升级的威胁中抽身，这一次还将跨越新的门槛，攻击民用能源基础设施，而这很可能构成战争罪。”同时指出，“五天暂缓打击并启动谈判的宣布，恰好发生在周一美国市场开盘前，这绝非巧合。” 特朗普周一对记者表示，伊朗方面主动联系美方启动谈判，因为他们急于达成协议。他还称，在周日一名未具名的伊朗官员与其女婿贾里德·库什纳及顾问史蒂夫· 威特科夫的对话中，德黑兰同意移交其境内的核材料，并承诺不再恢复核计划。他表示，相关谈判预计周一通过电话继续进行。伊朗方面否认存在此类会谈。 特朗普说，“我们拭目以待，如果进展顺利，问题最终会得到解决；否则，我们将继续毫不手软地实施打击。” 据熟悉相关外交谈判进展的知情人士称，特朗普决定暂缓原定针对能源设施的打击行动，在很大程度上被视为试图管控油价的举措；特朗普周一也承认了这一关联。 特朗普表示，“一旦达成协议，油价会像石头一样直线下跌。我想今天已经在跌了。所以我们达成协议的可能性非常大。” 伊朗方面立即否认曾进行任何此类谈判，并宣称取得胜利。伊朗半官方的法尔斯通讯社援引一名匿名伊朗消息人士报道称，“他是在听到我们的目标将涵盖整个西亚地区所有发电厂后才退缩的。”在法尔斯通讯社报道发布后，原油价格收窄了约一半的初始跌幅，一些交易员对特朗普说法的准确性持怀疑态度。 责任编辑：李桐

格隆汇3月24日｜据CCTV国际时讯，当地时间3月23日晚，伊朗伊斯兰革命卫队发表声明说，在“真实承诺4”行动第77波打击中，伊朗对中东地区多处美军基地及以色列目标发起攻势，使用“佐勒法加尔”导弹和无人机打击了科威特的阿里·萨利姆空军基地、沙特的苏丹王子空军基地，以及阿联酋的宰夫拉空军基地等目标。

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

ASML Holding (ASML +3.33%) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday after Bernstein analyst Stacy Rasgon published a bullish note on the artificial intelligence industry. Rasgon didn't mention ASML directly... but investors are acting almost like he did. Bernstein loves Broadcom and Nvidia In today's note, the Bernstein analyst argues that despite the sell-off in artificial intelligence stocks this year, "AI demand currently shows no signs of slowing." If things keep going the way they're trending, semiconductor titans such as Broadcom (AVGO +3.28%) could quadruple its 2025 profits to more than $20 per share, while Nvidia (NVDA +1.38%) could do nearly as well, growing from under $5 last year to $12 or more in 2027. What does this have to do with ASML stock, though? Consider: If Nvidia and Broadcom are swimming in profits, it makes sense the third-party contractors (such as TSMC) that make their chips would also have more money to spend. One step up the supply chain, it makes further sense that much of this money might be spent at ASML, buying machines to make even more of the chips that are producing the profit. This is how good news for Broadcom and Nvidia could translate into great news for ASML. And the fact that Bernstein sees continued supply constraints from insufficient AI chip production lends further weight to the theory there will be great demand for ASML's machines. Expand NASDAQ : ASML ASML Today's Change ( 3.33 %) $ 43.80 Current Price $ 1361.05 Key Data Points Market Cap $508B Day's Range $ 1348.77 - $ 1400.34 52wk Range $ 578.51 - $ 1547.22 Volume 78K Avg Vol 1.7M Gross Margin 52.80 % Dividend Yield 0.59 % What it means for ASML investors Admittedly, at 46.5 times trailing earnings, ASML does not look cheap. But analysts already think the stock could grow its earnings 19% annually over the next five years. If Bernstein is right about the unceasing demand for AI chips, ASML stoc...

Key Points Bernstein analyst Stacy A. Rasgon published a bullish note on the artificial intelligence industry today. Still-strong demand for AI chips boosts Nvidia and Broadcom prospects -- and perhaps ASML's as well. 10 stocks we like better than ASML › ASML Holding (NASDAQ: ASML) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday after Bernstein analyst Stacy Rasgon published a bullish note on the artificial intelligence industry. Rasgon didn't mention ASML directly... but investors are acting almost like he did. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Bernstein loves Broadcom and Nvidia In today's note, the Bernstein analyst argues that despite the sell-off in artificial intelligence stocks this year, "AI demand currently shows no signs of slowing." If things keep going the way they're trending, semiconductor titans such as Broadcom (NASDAQ: AVGO) could quadruple its 2025 profits to more than $20 per share, while Nvidia (NASDAQ: NVDA) could do nearly as well, growing from under $5 last year to $12 or more in 2027. What does this have to do with ASML stock, though? Consider: If Nvidia and Broadcom are swimming in profits, it makes sense the third-party contractors (such as TSMC) that make their chips would also have more money to spend. One step up the supply chain, it makes further sense that much of this money might be spent at ASML, buying machines to make even more of the chips that are producing the profit. This is how good news for Broadcom and Nvidia could translate into great news for ASML. And the fact that Bernstein sees continued supply constraints from insufficient AI chip production lends further weight to the theory there will be great demand for ASML's machines. What it means for ASML investors Admittedly, at...

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