格隆汇3月23日丨美国10年期国债收益率下跌8.4个基点，报4.307%。

HS2's chief executive Mark Wild was expected to say this month the line would not be completed until after the current 2033 deadline and it would cost over £100bn in today's prices, but that announcement has now been delayed until after the May elections.

小米集團-W(01810)3月23日斥資9999.49萬港元回購312.98萬股 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Stock index futures surged on Monday as market sentiment greatly improved after President Donald Trump said all military strikes against Iran will be postponed. Dow Jones Industrial Average futures ( INDU ) jumped 2.88%, S&P 500 futures ( SPX ) rose 2.72%, and Nasdaq 100 futures ( US100:IND ) gained 2.62%. Trump posted on Truth Social that he has ordered a pause on all military strikes against Iranian power plants and energy infrastructure for a five-day period after two days of “very good” conversations with Iran. Treasury yields fell across the curve. The 10-year Treasury yield ( US10Y ) slipped 8 basis points to 4.31%, while the 2-year yield ( US2Y ) dropped 7.6 basis points to 3.84%. The 30-year yield ( US30Y ) declined 4.7 basis points to 4.90%. The Chicago Fed National Activity Index is slated for release before the opening bell. Top S&P 500 gainers in premarket trading included FedEx ( FDX ) +9.47%, Ares Management ( ARES ) +2.25%, and Align Technology ( ALGN ) +2.04%. Decliners included Super Micro Computer ( SMCI ) -11.76%, KeyCorp ( KEY ) -1.82%, and Cincinnati Financial ( CINF ) -1.81%. More on markets Why Hormuz Worst-Case Scenario Says 'Hold Off' Weekly Market Pulse: Questions Stay Invested In U.S. Stocks, Don't Panic Sell, Also Buy Gold Stock index futures in red as Trump-Iran tensions rise; oil remains above $110 per barrel AI came up on over 65% of S&P 500 Q4 earnings calls

富瑞：予騰訊控股(00700)“買入”評級 目標價795港元 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

These days, all anyone can talk about is artificial intelligence (AI). Observers are focused on the potential for this technology to boost economic productivity. And investors have generally gravitated toward companies leading in AI innovation. The top holding of Berkshire Hathaway, one that has put up an amazing return in the past decade, has been viewed as an AI laggard. But investors should understand that this might not prove to be the case. Here are 2.5 billion reasons why. Don't underestimate this company's distribution advantage While Alphabet, Microsoft, Amazon, and Meta Platforms each plan to spend 12-figure sums on capital expenditures, primarily to expand AI-related computing capacity, Apple (AAPL 0.38%) is resting on a powerful advantage that its peers simply do not have: product distribution. Sure, the consumer tech enterprise, which spent just $2.4 billion on capex in Q1 2026 (ended Dec. 27, 2025), hasn't made notable progress releasing game-changing AI features. And its update to make Siri a more capable AI-powered personal assistant has been delayed. However, I think Apple's competitive standing lets it operate from a position of strength. On the company's latest earnings call, CEO Tim Cook announced that there are now more than 2.5 billion active Apple devices around the world. That figure continues to reach new records with each passing quarter. And it showcases how popular the company's hardware products continue to be. Expand NASDAQ : AAPL Apple Today's Change ( -0.38 %) $ -0.95 Current Price $ 248.00 Key Data Points Market Cap $3.6T Day's Range $ 246.01 - $ 249.20 52wk Range $ 169.21 - $ 288.62 Volume 14K Avg Vol 46M Gross Margin 47.33 % Dividend Yield 0.42 % All eyes on the iPhone Perhaps the most obvious reason that Apple isn't falling behind in the AI race is because with the iPhone, it sells the greatest device the world has ever seen. This single product line, which is almost two decades old, generated 59% of Apple's overall revenue in the ...

歡迎收看《世界觀》。 自美國和以色列對伊朗發動攻擊以來，霍爾木茲海峽航運幾乎完全中斷。伊朗據報正與多國商討，允許以人民幣結算的運油輪安全通過，挑戰「石油美元」根基。到底伊朗戰事會否加速全球「去美元化」？ 美國、以色列及伊朗的戰事，持續超過三星期，最大焦點之一，落在全球「能源咽喉」霍爾木茲海峽。自戰事爆發以來，伊朗揚言要封鎖該海峽，報復美以的攻擊行動。 位處阿曼與伊朗之間的霍爾木茲海峽，連接波斯灣和阿曼灣，是中東產油國的原油出口必經之路，全球有約兩成石油經這海峽運輸。日均原油及石油產品運輸量約二千萬桶，每年能源貿易額近六千億美元。 值得留意的是，霍爾木茲海峽最窄處只有33公里，近岸水深普遍不足25米，巨型運油輪可通行的水域極為有限，位於北岸的伊朗，從海岸到護送航線距離只有五至六公里。伊朗若發射導彈，可以在極短時間內飛抵目標，並可使用無人機、小型水面艦艇、水雷等多種手段威脅往來的船艦。美軍艦艇可用於攔截的時間和空間相當有限，這種易守難攻的地理形勢，賦予伊朗天然的防禦優勢。 自伊朗戰事爆發以來，該地區已有約20艘船隻遭到攻擊，全球航運巨頭及大型石油公司，暫停所有燃料船通過霍爾木茲海峽，避免受衝突波及，阻斷石油供應，令國際油價大幅上漲。 不過，伊朗近期試圖恢復霍爾木茲海峽的通行。美國有線新聞網絡引述伊朗安全消息人士報道，德黑蘭正與中東以外的八個國家磋商，允許運載以人民幣結算的運油輪，安全通過該海峽，報道沒有提及是哪八個國家。但包括巴基斯坦及印度的船隻，近期在伊朗政府的監控下，安全通過霍爾木茲海峽，無法證實是否與人民幣交易有關，據報這些運油輪採取較獨特航線，緊貼伊朗海岸線航行，一般情況下，外籍船隻很少採用這條航道。 有專家認為，伊朗可能已根據特定的條件或利益，批准盟友的船隻通行。目前石油貿易主要以美元交易，除了俄羅斯石油交易以盧布或人民幣為單位，分析指，若伊朗把海峽通行權，與人民幣結算掛鈎，等同直接挑戰「石油美元」根基。若美國派軍艦到霍爾木茲海峽護航，試圖突破伊朗封鎖又是否可行？ 事實上，美方早前多次表示，已準備好必要時在該護航，但遲遲未有行動，分析認為，可能考慮到多重掣肘，該區狹窄的水域，會削弱美軍軍事技術優勢，面臨重大安全風險。 另外，護航任務需全天候無間斷執行，成本極高，同時未必能確保成功，而且兵力調配難，因此，美軍要執行護航任務，似乎也「有心無力」。 目前歐洲國家不願...

Key Points Apple spent only $2.4 billion on capital expenditures in its latest fiscal quarter. The tech giant has a jaw-dropping number of hardware products in use around the world. It will be extremely difficult for artificial intelligence to disrupt Apple’s flagship products. 10 stocks we like better than Apple › These days, all anyone can talk about is artificial intelligence (AI). Observers are focused on the potential for this technology to boost economic productivity. And investors have generally gravitated toward companies leading in AI innovation. The top holding of Berkshire Hathaway, one that has put up an amazing return in the past decade, has been viewed as an AI laggard. But investors should understand that this might not prove to be the case. Here are 2.5 billion reasons why. 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 » Don't underestimate this company's distribution advantage While Alphabet, Microsoft, Amazon, and Meta Platforms each plan to spend 12-figure sums on capital expenditures, primarily to expand AI-related computing capacity, Apple (NASDAQ: AAPL) is resting on a powerful advantage that its peers simply do not have: product distribution. Sure, the consumer tech enterprise, which spent just $2.4 billion on capex in Q1 2026 (ended Dec. 27, 2025), hasn't made notable progress releasing game-changing AI features. And its update to make Siri a more capable AI-powered personal assistant has been delayed. However, I think Apple's competitive standing lets it operate from a position of strength. On the company's latest earnings call, CEO Tim Cook announced that there are now more than 2.5 billion active Apple devices around the world. That figure continues to reach new records with each passing quarter. And it showcases how popular the company's hardware products continue to be...

Key Points Search is still growing double-digits despite ChatGPT's growth. YouTube is the biggest streamer in the world. Google Cloud is growing faster than most investors imagine. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock has been on fire over the past year, but the company isn't done growing. Gemini is gaining share in AI, search is performing well, YouTube is the leader in streaming, and the cloud business is on pace to double in under two years. Can Alphabet stock triple in the next five years? In this video, I explain how it's possible and what I see ahead for the stock. 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 » *Stock prices used were end-of-day prices of March 18, 2026. The video was published on March 20, 2026. Should you buy stock in Alphabet right now? Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $495,179!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743!* Now, it’s worth noting Stock Advisor’s total average return is 898% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 23, 2026. Travis Hoium has positions in Alphabet. The Motley Fool has positions in and recomme...

借助AI伪造、虚拟设备、动态IP等技术手段不断翻新反侦测手法，不再仅帮助借款人逃避债务，更开始主动制造陷阱“敲诈”金融机构。 “我欠了有60多万元，每个月赚7000多元根本还不了，我用我亲身的负债经历告诉你……”在某流量平台上，一位看似平易近人的负债人正分享他解决逾期问题的经验。在他的视频下方，设有“点击咨询”按钮，进入私聊页面后，AI客服引导用户留下联系方式，并逐步填写负债情况。随后，一名客服添加微信，提供了多个投诉的“速通”模板，并宣称可利用AI伪造证明、更换IP等方式高效与借款平台沟通。 这是当前反催收业务升级的一个缩影。与以往隐蔽传播、目的多为债务减免不同，“升级”后的反催收产业链借助AI伪造、虚拟设备、动态IP等技术手段不断翻新反侦测手法。其业务边界也逐步扩展，不再仅帮助借款人逃避债务，更开始主动制造陷阱“敲诈”金融机构。 第三方数据显示，2023年，煽动教唆的“非法代理维权”活动参与人员达数百上千万，造成的财产损失达数百亿级。 在这一背景下，金融投诉量激增。中国消费者协会最新数据显示，2025年，全国消协组织受理的金融服务类投诉从上年的6778件激增至14791件，增幅高达118%。 AI加持下反催收手段升级 上述自称负债人的“速通方案”实际的运作方是卢生所在的债务优化团队。第一财经记者实测其业务流程，并在该团队群组暗中观察数日后发现，与以往不同，卢生及其团队成员将AI及多项技术手段，应用到获客、谈客、分类操作、反馈复盘等全流程，跟客效率大大提升。 3月17日，卢生将一份投诉模板工具包弹进了客户群。作为圈内小有名气的“债务优化师”，他将最新监管政策逐条拆解，市场动态重新包装，针对网贷、分期、信用卡的话术分门别类。几分钟后，他又切入“定制VIP”群，引导客户填写姓名、身份证号、手机号码。一小时后，这些信息被统一用于AI生成贫困证明、生病证明。群内100余人接过话术与文件，转而投向各大平台的投诉入口和监管举报渠道。 卢生告诉记者，他所在的8人团队同时运营着基础客户群、VIP客户群、直联群，并行跟进100余单业务。据他介绍，团队自2025年成立至今，经手用户已超1000人，成功率高达90%。 据记者调查，该团队已形成一套成熟的运作模式。获客端通过短视频引流、AI客服采集负债信息；业务端，根据客户难度推荐模板产品或定制服务；利用AI批量制作假证，或通过修改IP地...

“微改造、精提升”模式，腾挪出大量灵活空间，激发科技创新活力。 武汉光电子信息产业起步原点的光谷地标——关东工业园近日正式启动城市更新，将对园区内的老旧厂房进行升级，对闲置空间进行盘活利用，从传统生产基地升级为环华科大创新发展带成果转化的“加速器”。 化厂为园，植入科创服务功能 关东工业园是光谷最早建设的科技园区之一，1991年开工建设。35年来，这里走出了长飞光纤、华工科技、长江通信等上市企业，见证了光谷光电子信息产业的发展。 但由于厂房建成年代久远，物业老旧、设施滞后，部分空间已处于空置状态，传统生产空间布局也难以承载中试转化等产业孵化功能。 第一财经记者从武汉东湖高新区规划局获悉，此次对关东工业园的更新工作核心思路是“产业牵引、创新驱动、校地协同、产城融合”。 根据改造方案，园区将重点实施厂房焕新、设施改造、环境提质三大工程，对老旧厂房进行升级，对闲置空间进行盘活利用，同步完善园区商业、居住、休闲等配套设施及道路、管网等基础设施，重塑园区对创业者的吸引力与凝聚力。 在功能升级方面，园区将紧扣光谷主导产业需求与华科大成果转化导向，重点植入概念验证、小试中试、孵化加速等科创服务，布局先进制造研究院、人形机器人中试平台、OPC生态社区、具身智能专业孵化器等平台，旨在打造环华科大创新发展带的“产业验证节点”，成为华科大成果转化“加速器”、师生创业“促进器”和东湖高新区前沿新赛道“育成器”。 中指研究院（华中）市场研究中心主任李国政对第一财经记者表示，根据规划，关东科技园将与光谷创业街、光谷步行街形成连片更新，通过改善周边环境、完善生活配套、打通地理阻隔，实现“园区、校区、社区、街区”无界融合，让产业空间同时成为城市的“公共客厅”，“下楼喝茶聊天，上楼创新创业”，形成“上下楼”变“上下游”等创业创新生态圈，促进更多的“化学反应”，实现高质量的产城融合发展。 李国政认为，以新模式推进的关东工业园改造，也将成为践行武汉城市更新的新范式，推动城市内涵式发展的新动力。 重塑空间载体，带动科技创新 今年政府工作报告中提到，高质量推进城市更新，稳步实施城镇老旧小区、城中村等改造。盘活利用存量土地和闲置房屋设施。建设创新型产业社区、商务社区，推动城市治理智慧化精细化，建设现代化人民城市。 “存量时代，优先盘活产业园区的现有老旧厂房、闲置楼宇，通过空间重构、功能植入实现载体焕新，而非追...

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. Despite the tailwinds, their demand largely hinges on consumer spending habits, which investors believe are weakening. As a result, the industry has pulled back by 31.3% over the past six months. This drop was especially disheartening since the S&P 500 held steady. Despite the lackluster result, a few diamonds in the rough can produce earnings growth no matter what, and we started StockStory to help you find them. Taking that into account, here is one internet stock poised to generate sustainable market-beating returns and two best left ignored. Two Consumer Internet Stocks to Sell: Coursera (COUR) Market Cap: $982.3 million Founded by two Stanford University computer science professors, Coursera (NYSE:COUR) is an online learning platform that offers courses, specializations, and degrees from top universities and organizations around the world. Why Are We Hesitant About COUR? Decision to emphasize platform growth over monetization has contributed to 8.1% annual declines in its average revenue per customer Estimated sales growth of 7.3% for the next 12 months implies demand will slow from its three-year trend Highly competitive market means it’s on the never-ending treadmill of sales and marketing spend At $5.97 per share, Coursera trades at 3x forward EV/EBITDA. If you’re considering COUR for your portfolio, see our FREE research report to learn more. LendingTree (TREE) Market Cap: $560.1 million Using the same comparison model that revolutionized travel booking, LendingTree (NASDAQ:TREE) operates an online platform that connects consumers with financial service providers across mortgages, personal loans, credit cards, insurance, and other financial products. Why Are We Cautious About TREE? Lackluster 4.3% annual revenue growth over the last three years indicates the company is losing ground to competitors Expensive marketing campaigns hurt its profitab...

成立仅四年，MiniMax以三千亿市值身位越过百度。这不仅是榜单的简单更迭，更是互联网世界财富与权力的交接，暗合着中国互联网的三次洗牌。 回看互联网发展的三十年。 第一批是探索者， 把海外模式搬进来，靠营销吸引注意； 第二批是工程师， 他们构建算法，用程序算出最佳答案。 而现在，轮到第三批革命家登场。 他们不信奉流量，只专注代码；不修补旧世界的围墙，只在荒原上建立新世界；不做旧规则附庸，而是要做新世界的造物主。 MiniMax的创始人闫俊杰推门闯入，身后还跟着月之暗面的杨植麟、深度求索的梁文锋和智谱清言的张鹏。 他们年龄都不超过45岁，有资深技术研发经验。他们拒绝照搬国外的技术路线，坚持底层创新，同时都怀揣着坚定的AGI信仰和全球视野。 他们用反常识的做法，走出局限，走向世界。他们不再是潮流的追随者，而是掀翻牌桌的人。 一个实习生的逆袭 2014年的北京中关村，25岁的博士生闫俊杰，走进了百度研究院的大门，那时的他还只是一名普通的实习生。 那年百度的新总部，在海淀西北旺拔地而起。巨大的莫比乌斯环状建筑，折射着整个公司的野心。 彼时的百度，是AI界的黄埔军校，聚集了最顶级的算力和最出众的人才。闫俊杰是军队一员，在百度做了大量实验，并拿到了百度20万元的奖学金。 十二年后，这名实习生完成了逆袭与反超，37岁的他身价逼近千亿。 外界很难把这个外表微胖、套着T恤、说话慢条斯理的理工男，与千亿富豪联系起来。但明势创投合伙人黄明明说，这个看起来极度佛系的人，骨子里是个狠人。 在读博期间，因为科研压力过大导致脱发，闫俊杰直接把头发全部剃光。他冷静地说“这个不是问题，直接面对就好了”。 2014年11月，闫俊杰从百度实习结束后，又加入商汤科技，从实习生做起。三年间，闫俊杰就升任商汤科技研究院副院长。 2019年，OpenAI的人工智能战队在《Dota2》中击败了人类世界冠军。屏幕前观战的闫俊杰意识到： 有什么要发生变化了。 他看到了AI的未来，而更触动他的是外公，当他听到年迈的外公抱怨想写本自传却无从下笔。他顿悟：真正伟大的人工智能，应该成为普通人的手和眼。 这成了后来印在MiniMax墙上的那句愿景： Intelligence with Everyone（智能普惠）。 他的老家在河南夏邑，他从小就热爱数学，梦想是成为像爱因斯坦一样的科学家。在小学就开始学习初中教材，初中又开始涉猎...

格隆汇3月23日｜欧股持续拉升，欧洲斯托克50指数涨3.51%，法国CAC40指数涨2.62%，德国DAX30指数涨4.26%，富时意大利MIB指数涨2.22%。特朗普称美伊对话取得良好进展，推迟五天对伊军事打击。

当地时间23日，美国总统特朗普在社交媒体平台“真实社交”发文称，“美国和伊朗在过去两天进行了非常良好和富有成效的对话”。 特朗普称，已指示暂停对伊朗发电厂和能源基础设施的一切军事打击，为期五天，但前提是正在进行的会议和讨论取得成功。

习近平在河北雄安新区考察并主持召开深入推进雄安新区高质量建设和发展座谈会时强调 牢牢把握雄安新区功能定位 努力建设新时代创新高地和推动高质量发展样板 李强蔡奇丁薛祥陪同考察并出席座谈会 中共中央总书记、国家主席、中央军委主席习近平23日在河北雄安新区考察，主持召开深入推进雄安新区高质量建设和发展座谈会并发表重要讲话。他强调，要牢牢把握雄安新区作为北京非首都功能疏解集中承载地的首要功能定位，保持战略定力和历史耐心，进一步解放思想、开拓思路、加强协调、凝聚合力，以改革创新为引领增强内生发展动力，以要素资源合理集聚为重点激发新区活力，努力建设新时代创新高地和推动高质量发展样板。 中共中央政治局常委、国务院总理李强，中共中央政治局常委、中央办公厅主任蔡奇，中共中央政治局常委、国务院副总理丁薛祥陪同考察并出席座谈会。 23日上午，习近平抵达雄安新区后，在河北省委书记倪岳峰、省长王正谱陪同下，乘车沿途察看启动区建设进展。看到新区建设有序推进，呈现生机勃勃的景象，他给予肯定。 随后，习近平来到中国华能集团有限公司考察。2025年10月，华能集团总部及相关子公司1000多名员工迁驻雄安新区。习近平走进企业运营监控与应急指挥中心，听取企业搬迁、产业布局、创新发展等情况介绍，察看企业实时运营数据和远程图像。他强调，要以迁入雄安新区为契机，激发企业干部职工创新创业的积极性主动性，为加快建设新型能源体系、建设能源强国作出新贡献。 在公司一层大厅，习近平同雄安新区入驻和在建疏解单位干部职工代表亲切交流，询问大家的工作生活情况，肯定大家为新区建设发展付出的努力，希望他们扎根新区沃土，积极奉献聪明才智。他说，大家要为做雄安人感到自豪，一马当先、蹄疾步稳地干事创业，共同创造雄安美好未来。 北京市援建的北京四中雄安校区2023年8月投入使用，现有学生380多人。教学楼里，学生们正在上课。习近平走进初一（2）班教室，同师生交谈，了解教学情况。他希望把北京四中办学的好经验好做法带过来，用心用情呵护孩子们身心健康，促进孩子们全面发展。 在学校食堂，习近平察看就餐环境、菜品种类等，叮嘱一定要确保学生饮食的安全和营养。离开学校时，师生们一齐向总书记问好，习近平勉励孩子们惜福奋进、积极向上，与雄安新区一起成长，与中国式现代化同步发展。 23日下午，习近平主持召开深入推进雄安新区高质量建设和发展座谈会。国家发展改...

美股期货持续拉升，标普500指数期货涨一度涨近3%，道指期货涨一度涨近3%，纳斯达克100指数期货涨2.5%。 欧洲斯托克50指数涨3.5%，德国DAX指数涨超4%，法国CAC 40指数涨近3%。 意大利-德国10年期国债收益率差从之前的105个基点收窄至83个基点。 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。

3D Systems ( DDD ) has appointed Phyllis Nordstrom as executive vice president and chief financial officer, effective March 23, 2026. Nordstrom, who has served as interim chief financial officer since August 2025, will also continue in her role as chief administrative officer, reporting directly to President and CEO Jeffrey Graves. More on 3D Systems 3D Systems: A&D Positioning Is Driving Interest, But Unwise To Chase Now 3D Systems Corporation (DDD) Q4 2025 Earnings Call Transcript 3D Systems Corporation 2025 Q4 - Results - Earnings Call Presentation 3D Systems outlines 20% aerospace and defense growth target for 2026 while expanding dental market reach 3D Systems reports mixed Q4 results; introduces Q1 outlook

宏福苑火災聽證會｜獨立委員會：下月將舉行多兩輪合共13場聽證會，至下月底。

Serenethos/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between March 13 and March 19. Take a look at what these less-covered stocks might hold for you. And please join the conversation below to share what you think: Are any of these worth following up on? And are there other undercovered ideas that you like? Rayonier: Prime Timberland Selling For ~$1,800 An Acre David Desjardins | Buy After writing my first article on Rayonier ( RYN ) back in November 2025, I thought about revisiting the story, now that the company has released its Q4-25 financial results and completed its merger with PotlachDeltic, which I had also covered previously . RYN's share price is down by ~5.0% since the publication of my initial coverage, and I think the buying opportunity is even more compelling today. Read more here. Tower Semiconductor: The Hidden AI Photonics Winner Yiannis Zourmpanos | Strong Buy Following my successful bullish call on Applied Optoelectronics ( AAOI ) and the explosive growth in photonics fueled by the demand from AI data center applications, my focus turned to the deeper layers of the optical supply chain. At the core of the optical supply chain is Tower Semiconductor ( TSEM ), a leading foundry of silicon photonics chips used in high-speed optical networking in AI clusters. Tower Semiconductor has traditionally been considered a niche analog foundry player, operating in the shadow of two industry giants in the analog foundry market segment, Taiwan Semiconductor Manufacturing Company ( TSM ) and Samsung Electronics ( SSNLF ). However, the industry is changing very fast, and Tower Semiconductor is a significant participant in the silicon photonics market. Read more here. Rubrik Outstanding Execution And Still Underappreciate...

Oil Plunges, Stocks Spike After Trump's Comments On Iran Market sentiment has flipped dramatically optimistic this morning following a post by President Trump on his TruthSocial feed that says due to "very good and productive conversations" on a "total resolution" of hostilities in the Middle East, the US will postpone "any and all military strikes" against Iran's energy infrastructure for five days... Iran hasn’t confirmed the talks but, if they do, this is the first time we’re seeing any kind of opening for an off-ramp to end the war . Iran has repeatedly said it wasn’t looking to sit down with the US. The reaction to Trump's statement - as you might expect - is a crash lower in crude... ...though still well above pre-war levels... ...and spike higher in stocks ... ...still below pre-war levels)... What did the oil producers know? Oil down 14% https://t.co/U69AoffNF2 — zerohedge (@zerohedge) March 23, 2026 Bonds and bullion are bid... TACOs came early this week... or is it Mission Accomplished? Iranian officials haven’t yet commented on Trump’s statement, but the headline banner on state TV sets the tone: “US President Retreats After Iran’s Decisive Threats.” How long before Tehran denies contact? Tyler Durden Mon, 03/23/2026 - 07:17

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比特币涨至7.1万美元上方 日内大涨近4% 2026-03-23 19:16:55 来源： 同花顺7x24快讯 分享 比特币涨至7.1万美元上方日内大涨近4%。

BanksPhotos/iStock via Getty Images Smart Sand ( SND ) trades at a slight discount to oil services peers and is reasonably, though not undeniably, well positioned for the current oil crisis. There are some cost risks in electricity and natural gas prices, and while the Ukraine war was positive for sand prices, which is the proppant that SND sells to frackers in the Bakken, Williston, and other basins in the US, it's not assured that drilling activity increases that much right away or at all. There are also the industrial services that they are trying to grow as an alternative end market for their sand in industrial applications. Moreover, there are some secular factors. The Permian Basin, which in many ways is the most promising of the US basins, has a lot of local sand production, which, possibly lower quality, is a threat to the sands that SND sells from the north, particularly due to logistics considerations. It's a bit of a toss-up, as there are still maybe net advantages to their sand. It's a reasonably interesting business, though we may not chase oil into the current crisis at what might be a later rather than an earlier stage of the cycle for oil. A bit on the business The company mines and ships sands that are used in fracking. Their product is a proppant, meaning it is included in fracking as an additive in the fracking fluid essential in fracking, with the proppant's role to help keep a fracture open and recovery levels high. The company has been investing and has lapped periods now with processing facilities opening since 2020 and also related logistics. Logistics is important and can help keep their more premium proppant competitive with options that may be closer to where the drilling activity is happening. This is a consideration with respect to the Permian Basin, which is further away from a lot of their industrial base otherwise closer to the Bakken and Williston basins, whose glory days are arguably a little more behind them. Within the sands segme...

Unique Wealth LLC lessened its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,061 shares of the computer hardware maker's stock after selling 7,587 shares during the quarter. NVIDIA comprises about 0.9% of Unique Wealth LLC's holdings, making the stock its 25th biggest holding. Unique Wealth LLC's holdings in NVIDIA were worth $6,539,000 as of its most recent filing with the Securities and Exchange Commission. A number of other hedge funds have also recently modified their holdings of the stock. State Street Corp increased its position in shares of NVIDIA by 1.0% during the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock worth $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of NVIDIA by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock valued at $91,150,170,000 after purchasing an additional 8,521,936 shares during the period. Norges Bank purchased a new position in NVIDIA during the 2nd quarter worth approximately $51,386,863,000. Legal & General Group Plc increased its position in NVIDIA by 1.5% during the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker's stock worth $33,808,862,000 after buying an additional 2,609,560 shares during the period. Finally, Capital Research Global Investors increased its position in NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock worth $30,855,564,000 after buying an additional 22,896,705 shares during the period. 65.27% of the stock is owned by hedge funds and other institutional investors. Get NVIDIA alerts: Sign Up NVIDIA...

国际油价与其他资产之间的跷跷板效应遭到扭转！ 3月23日晚间，国际油价持续跳水，WTI原油跌12.96%，报85.500美元/桶；布伦特原油跌13.28%，报92.275美元/桶。 就在国际油价持续跳水的同时，美股、黄金、比特币等资产大涨。道琼斯指数期货涨1.92%，标普500指数期货涨2.30%，纳斯达克100指数期货涨2.08%，欧股也纷纷转涨，德国dax指数、法国cac40指数日内涨超2%，西班牙IBEX35指数日内涨幅达1.00%，此前均跌超2%。 现货黄金探底回升重回4400美元/盎司，跌幅收窄至1%，现货白银涨0.62%，报68.29美元/盎司，早盘一度跌超10%。行情显示，比特币涨至71183.4美元，过去24小时内涨3.69%；以太坊涨至2161.96美元，过去24小时内涨3.81%。 当地时间23日，美国总统特朗普在社交媒体平台“真实社交”发文称，“美国和伊朗在过去两天进行了非常良好和富有成效的对话”。特朗普称，已指示暂停对伊朗发电厂和能源基础设施的一切军事打击，为期五天。 伊朗国防委员会周一表示，一旦伊朗海岸或岛屿遭袭，将部署水雷封锁整个波斯湾。半官方的法尔斯通讯社援引这一高级安全机构声明称：“对于非参战国家而言，唯一通过霍尔木兹海峡的方式是与伊朗协调。”国防委员会还表示，“任何敌方试图攻击伊朗海岸或岛屿”，都将导致“波斯湾及沿岸的所有通道和通信线路被各种海军水雷布满”。声明补充称：“整个波斯湾将实际上被封锁，责任将由发出威胁的一方承担。”这一警告发布之际，伊朗军方此前已表示，如果特朗普兑现其威胁——若关键航道未在周一晚前重开就轰炸伊朗发电设施——伊朗将关闭霍尔木兹海峡并打击地区基础设施。 国际能源署（IEA）执行干事法提赫·比罗尔（Fatih Birol）表示，中东地区九个国家的40多处能源资产在中东战争中“严重或非常严重”受损，这可能会在冲突结束后延长全球供应链的中断。 比罗尔还称，如果未来数日和数周伊朗战争进一步扰乱全球能源市场，必要时可释放更多石油储备。不过，他也强调，由于霍尔木兹海峡的航运几乎停滞，解决燃料供应中断问题的唯一真正办法是重新开放这条重要的贸易通道。

This article first appeared on GuruFocus. The Pentagon plans to designate Palantir's (NASDAQ:PLTR) Maven artificial intelligence platform as an official program of record, a move that would secure long-term funding and broader military adoption, according to a letter from Deputy Secretary of Defense Steve Feinberg reviewed by Reuters. Feinberg told senior Pentagon leaders and military commanders that embedding the Maven Smart System would equip warfighters with tools to detect and deter adversaries across all domains. The change is expected to take effect by the end of the fiscal year in September. Maven is basically a command-and-control platform that integrates data from satellites, drones, and sensors into a unified interface for battlefield monitoring and threat assessment. The memo directs oversight of the system to shift from the National Geospatial Intelligence Agency to the Pentagon's Chief Digital Artificial Intelligence Office within 30 days. Future contracting with Palantir will be handled by the Army, the letter said. Palantir, a major government contractor, secured a $10 billion Army contract last year. The company says its software does not make lethal decisions, with humans remaining responsible for selecting targets.

中共中央总书记、国家主席、中央军委主席习近平23日在河北雄安新区考察，主持召开深入推进雄安新区高质量建设和发展座谈会并发表重要讲话。他强调，要牢牢把握雄安新区作为北京非首都功能疏解集中承载地的首要功能定位，保持战略定力和历史耐心，进一步解放思想、开拓思路、加强协调、凝聚合力，以改革创新为引领增强内生发展动力，以要素资源合理集聚为重点激发新区活力，努力建设新时代创新高地和推动高质量发展样板。(央视新闻)

z1b/iStock via Getty Images Right now, the market is selling off aggressively because of the war in Iran. It has backfired with Iran blocking the Strait of Hormuz and hitting the energy infrastructure of neighboring Gulf countries. As a result, oil prices are now above $100, and investors are all panicking about a potential surge in inflation. This increase in inflation expectation is already reflected in the rising long-term Treasury yields ( IEF ): Data by YCharts This surge in yields has led to a sharp sell-off in stocks, especially those that are seen as bond proxies, including REITs ( VNQ ). While this is a clear setback and adds another layer of risks to monitor, I am not changing my approach because of this. This oil spike happened during an otherwise very favorable inflation backdrop, with real-time inflation at just 0.7%, according to Truflation , and "energy commodities" make up only 3% of the total CPI basket. It will also indirectly impact many other consumer goods, but even then, analysts at Capital Economics predict that sustained $100 oil would only increase the CPI rate by 0.5-1%. Even if it got worse than that, I doubt that the Fed would hike rates, as this is likely a transitory increase, followed by a return to much lower prices. That's exactly what the US Energy Information Administration recently projected: Energy Information Administration They see this oil supply disruption as a temporary event and predict oil prices to come back down to about $60-70 by the end of the year. The professional oil price forecasters of the New York Mercantile Exchange ("NYMEX") see it the same way. Why is that? 5 reasons: Drilling is immensely profitable at $100 oil, so it will naturally lead to a lot more supply. Reserves are now being tapped to increase the supply, and sanctions on even bad actors, including Russia and Iran, are being eased. Higher gasoline prices will destroy demand as people gradually adjust their purchase decisions. If this eventually hurts t...

winhorse XPeng ( XPEV ) is on the radar of analysts after last week's earnings report. The Chinese electric vehicle maker posted its first quarterly profit ever on a mix of higher-margin models sold. The company's focus on physical AI was also a major talking point of investors. Nomura maintained a Buy rating on XPeng ( XPEV ) following the report. Analysts Joel Ying and Ethan Zhang pointed to XPeng's ( XPEV ) reasonable business plan covering both near- and long-term strategy. "We believe XPeng's business plan is well positioned for the 2026 auto market, supported by its relatively strong product pipeline and dual powertrain strategy, while at the same time the company is actively exploring opportunities in physical AI to boost long-term growth," they wrote. Nomura lowered FY26-27 shipment estimates for the EV maker due to the current market environment and product pipeline, but the firm's price target of $23 implies more than 30% upside. Morgan Stanley has an Overweight rating on XPeng ( XPEV ) and a price target of $34 (85% upside). Analyst Tim Hsiao pointed to second-half catalysts for XPeng ( XPEV ). The stock is expected to bounce when investor appetite for AI-related stocks picks back up. "Aftersales, auto financing, and overseas carbon credits revenue could also bring revenue upside via XPeng's expanding global fleet," he noted. Notably, XPeng ( XPEV ) is looking for commercial robotaxi operations to begin in the second half of the year, and the company is targeting removal of safety drivers by 2027. XPeng ( XPEV ) will also consider strategic partnerships for overseas robotaxi launch in 2027. Shares of XPeng ( XPEV ) were up 3.8% in premarket trading to $18.21. More on XPeng XPeng: Q4 Net Profit, Leading Gross Margins, Cheap XPeng Inc. (XPEV) Q4 2025 Earnings Call Transcript Xpeng Q4 Earnings Preview: Chinese EV Landscape Turned Unfavorable XPeng Non-GAAP EPADS of $0.07 beats by $0.08, revenue of $3.18B misses by $10M 3 things to look forward to on Friday