Key PointsThe "quantum threat" refers to quantum computers becoming powerful enough to break the cryptography of Bitcoin.

Micron (NASDAQ:MU) just tripled its revenue over its most recent quarter, delivered some of the highest margins in memory history, and guided for continued strength, projecting $33.5 billion in revenue and gross margins expanding to 81% in the current quarter. Yet its stock remains down by 13% since the earnings release.

STORY: From a potential smartphone comeback for Amazon to OpenAI's big offer... This is Tech Weekly. :: Tech Weekly Amazon plans a smartphone comeback, more than a decade after one of the firm's most high-profile flops. The Fire Phone came out in 2014, but was cancelled just over a year later. Sources said Amazon's latest smartphone effort is known internally as 'Transformer'. The timeline for the project is unclear, and the sources warned it could be ditched if the strategy shifts or due to financial concerns. Sources said OpenAI wants to form joint ventures with buyout firms. They added the ChatGPT maker has offered private-equity firms a guaranteed minimum return of 17.5%, and early access to its newest AI models as part of the move. It aims to raise fresh capital and push forward adoption of enterprise AI products. The sources further said OpenAI is trying to offer a more attractive deal than rival Anthropic, which is also looking for partnerships. Rivian struck a deal with Uber to provide robotaxis to the ride-hailing service. Both companies said Uber will invest up to $1.25 billion into the electric vehicle maker. In turn, Rivian will provide 10,000 fully autonomous robotaxis starting in two years' time. Investors liked what they heard as Rivian shares jumped as much as a tenth on the update. The Amazon Web Services region in Bahrain was "disrupted" amid the current conflict in the Middle East. It marked the second time in a month its operations were affected by the war. Amazon said the disruption was due to drone activity in the area. The company said it's helping to migrate customers to alternate AWS regions while it recovers. Although it didn't provide more details on the extent of the damage or how long it believes the disruption could last. SpaceX and Tesla will build two advanced chip factories at a facility in Austin, Texas. That was the word from CEO Elon Musk, who unveiled the 'Terafab' project. He said one facility will make chips for cars and humano...

格隆汇3月24日｜据期货日报，在地缘冲突的持续扰动下，全球尿素价格普遍上涨。当前国内外尿素价差已达到惊人水平。分析师表示：“目前国内大部分地区尿素现货价格在2000元/吨以下，而以中国小颗粒尿素FOB价685~740美元/吨折算，内外价差在3000元/吨左右。”如果地缘冲突持续，伊朗和卡塔尔装置无法恢复，霍尔木兹海峡航运持续受阻，全球三分之一的尿素供应将持续中断，国际尿素价格有望继续向上突破。

Why Micron’s AI Windfall Isn’t Convincing Investors Trefis

Westwind Capital Makes New $9.49 Million Investment in Palantir Technologies Inc. $PLTR MarketBeat

Tactive Advisors LLC Sells 1,330 Shares of Tesla, Inc. $TSLA MarketBeat

Koppers rides multi-year grid and rail spend, leaning on mix shift, share gains and cost cuts to steady earnings despite uneven markets.

Koppers targets a 2026 cash flow inflection and deleveraging, but tariff risks, rail cuts and carbon turmoil keep upside tightly balanced with execution risks.

格隆汇3月24日｜上海市与全国社会保障基金理事会战略合作框架协议签约暨国投科创基金揭牌仪式今天（3月24日）在沪举行。上海市委书记陈吉宁，市委副书记、市长龚正会见社保基金会理事长刘昆一行。龚正、刘昆、国家开发投资集团董事长付刚峰、建设银行董事长张金良、交通银行董事长任德奇共同为国投科创基金揭牌。 市委常委、常务副市长吴伟，社保基金会副理事长赵军共同签署《上海市与社保基金会战略合作框架协议》。 国投科创基金由社保基金会、国家开发投资集团、建设银行、交通银行、上海国投公司、浦东创投共同组建，规模为100亿元。组建国投科创基金，是深入贯彻国家创新驱动发展战略，创新科技金融服务，充分发挥长期资金、耐心资本优势和作用的重要举措，对上海发展新质生产力、构建现代化产业体系、推动上海国际金融中心和国际科技创新中心联动发展具有重要意义。 根据协议，在推动国投科创基金落地运营的基础上，上海市将与社保基金会依托各自优势，进一步拓展股权投资基金、重大战略项目等领域的合作，携手打造基金矩阵，加强领投定价和投资接续功能建设，树立会市联动、央地合作新标杆。

新鸿蒙快速发展、手机销量在国内登顶后，华为终端（简称“华为”）把目光瞄准了下沉市场。 3月23日，华为春季新品发布会召开，本场发布会延续华为“1+8+N”的全场景战略布局，在手机、汽车、智能生态等核心赛道同步发力。 但相比此前的发布会，智能手机行业以及新能源汽车赛道，产业竞争又发生了翻天覆地的变化。 手机侧，华为尚需在最“接地气”的中低端档位找到更多机会；汽车端，鸿蒙智行站稳高端赛道，其他几界车型迭代换新加速，而平衡发展成为挑战，华为还试图再造此前问界M7的爆款时期，相关车型挺入全行业最卷的25万级汽车赛道。 与此同时，电子工业内存上涨、AI手机步入联合定义时代以及车企开年来的持续内卷，又推动行业进入新一轮产业变革和洗牌期。 于华为而言，每个赛道都充满新的机会，都需要重塑新的产品拉力。 华为的新意图，鸿蒙向下，汽车补矩阵 手机和汽车历来都是华为发布会的核心，但与以往不同，本次新品发布明显带着新的意图和打算：纯血鸿蒙试图向下，汽车持续补矩阵。 具体到产品上，发布会上华为接连推出了Mate 80 Pro Max 风驰版、畅享90 Pro Max、畅享90 Plus、畅享90，构成由高到低的手机供给体系，并推出其他全场景生态硬件。 从数量上看，畅享手机系列中低端手机占据3款，是春季新品中的重点。据悉，畅享系列新机搭载“麒麟 8 系芯 + 鸿蒙 6 + 巨鲸大电池”，售价 1299 元起，最高2399元。 据此前接近华为业务方面的人士表示，预计华为在今年会推动新鸿蒙生态持续朝中低端价位段发展。该人士强调，去年华为就持续在线下市场推进下沉工作，相关省代同步设置有相关下沉客户数、不同价位段覆盖台数等考核规则，以加强华为手机在连锁零售商之外的小客户、乡镇客户进行渗透、提升份额。不过，会有部分中小客户因为鸿蒙的个别适配问题而选择观望。 虽然纯血鸿蒙在去年闹出一些兼容性问题，但华为推动鸿蒙生态繁荣的计划依旧在持续进行。据发布会上消息，鸿蒙 HarmonyOS 5 / HarmonyOS 6 终端设备数已经突破 5000 万。 这个数量的意义在于，华为手机已经跨过了生态发展的生死线。接下来要做的，就是用持续完善的鸿蒙6和更广泛的用户基数，推动生态从“可用”走向“好用”。 站在行业视角，高端市场决定了品牌的天花板，而下沉领域决定了生态的基本盘。对华为来说，站稳中高端细分市场后，中低端机型...

Koppers leans on utility demand and PC share gains for 2026, but commodity costs, tariffs and CMC turmoil keep execution and margins in focus.

格隆汇3月24日｜据彭博，Trian Fund Management和General Catalyst Group已修改了关于收购骏利亨德森的最终协议，将收购价格提高至每股52.00美元现金。修订后的协议意味着全现金收购价上调了3美元，交易有望在2026年中前完成。骏利亨德森股票盘前上涨约3.5%。

在地缘冲突的持续扰动下，全球尿素价格普遍上涨。当前国内外尿素价差已达到惊人水平。分析师表示：“目前国内大部分地区尿素现货价格在2000元/吨以下，而以中国小颗粒尿素FOB价685~740美元/吨折算，内外价差在3000元/吨左右。”如果地缘冲突持续，伊朗和卡塔尔装置无法恢复，霍尔木兹海峡航运持续受阻，全球三分之一的尿素供应将持续中断，国际尿素价格有望继续向上突破。（期货日报）

歐盟委員會主席馮德萊恩到澳洲訪問三日，與澳洲總理阿爾巴內塞，簽署自由貿易協定以及防衛夥伴關係協議。 歐盟委員會主席馮德萊恩周二抵達坎培拉，與澳洲簽署已爭拗了八年的貿易協議，在美國關稅政策擾亂全球貿易的環境下，歐盟決定和澳洲解決分歧，取消大部分關稅，加強雙邊貿易，抵銷美國關稅對歐盟外貿的打擊，同時讓澳洲的稀土免關稅入口歐洲，以減輕對中國稀土的依賴。 馮德萊恩落機後隨即到國會大樓，會晤澳洲總理阿爾巴內塞，簽署自由貿易協定，其中最關鍵的是歐盟向澳洲牛肉，提供三萬噸入口配額，當中有一半免稅。在防衛合作方面，雙方將擴大情報共享，澳洲會向歐盟購買更多武器，成為美國以外的主要軍備來源。 馮德萊恩又到澳洲國會，成為第一位向澳洲參眾兩院，發表演說的外國女領導人。 歐盟委員會主席馮德萊恩說︰「我很榮幸能成為第一位獲邀，在貴議會聯席會議上發言的女領導人，這對我來說是莫大的光榮。」 馮德萊恩在演說中警告，澳洲不應在貿易上過度依賴中國，她說歐盟的對華貿易逆差正在擴大，正確處理與中國的關係是當務之急。 馮德萊恩表示︰「我們不能也不會接受中國的，出口導向成長模式及其工業產能過剩，去年歐盟所有成員國首次，全部對華出現貿易逆差。」 馮德萊恩說，歐盟過去在能源上依賴俄羅斯，現在正承受苦果，澳洲必須汲取歐盟所受的教訓。

财联社3月24日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）业绩速递 中国电信(00728.HK)： 2025年经营收入为人民币5296亿元，净利润331.85亿元，同比增长0.5%。 公告称，期内移动用户达到4.39亿户，天翼云收入达到人民币1,207亿元，公有云IaaS市场份额升至国内第二；量子收入同比增长65.4%，卫星收入同比增长30.7%。 万洲国际(00288.HK)： 2025年收入总额280.26亿美元，同比增长8.04%；净利润15.67亿美元，同比减少2.79%，经营利润增加8.7%至26.12亿美元。主要由于猪肉销量及肉制品的平均售价上升。 小米集团-W(01810.HK)： 2025年收入人民币4572.87亿元，同比增加25%；净利润416.43亿元，同比增加76.02%。 公告称，期内“手机×AIoT”分部收入为3512 亿元，同比增长5.4%；“智能电动汽车及AI等创新业务”分部收入为1061亿元，同比增长223.8%。 农夫山泉(09633.HK)： 2025年总收入525.53亿元，同比增加22.5%；净利润158.68亿元，同比增加30.9%。毛利率则由上年同期的58.1%增加2.4个百分点至60.5%。 中海油田服务(02883.HK)： 2025年收入502.82亿元，同比增加4.1%；净利润38.42亿元，同比增加22.47%。期内钻井服务业务收入同比增幅12.9%，钻井平台使用率提升，北海区域作业价格有所上升。 海底捞(06862.HK)： 2025年收入432.25亿元，同比增加1.1%；净利润40.5亿元，同比减少13.98%。主要受翻台率下降及产品调整影响，全年共接待顾客383.9百万人次，较上年下降7.5%。 颐海国际(01579.HK)：2025年收入人民币66.13亿元，同比增加1.1%；净利润8.54亿元，同比增加15.5%。期内第三方业务方面实现营收47.82亿元，同比增长4.7%。 中集安瑞科(03899.HK)： 2025年收入约263.26亿元，同比增长6.3%；净利润11.35亿元，同比增长3.7%。 耐世特(01316.HK)：2025年收入45.84亿美元，同比增加7.21%；利润1.02亿美元，同比增加65.27%。 药明生物(02269.HK)： 2025年收入217.9亿元，同比...

Here are Tuesday biggest calls on Wall Street: Evercore ISI reiterates Apple as outperform Evercore ISI said its survey checks show Apple Services like Apple TV remain strong. "We ran our annual Apple Services survey over the past week (surveying ~3.5k smartphone users) and results point to continued strength across Apple's Services ecosystem, with engagement and monetization both trending higher." BMO upgrades Arthur J. Gallagher to outperform from market perform The firm said its call may be early but that shares are compelling. "Medium/longer term, we estimate AJG will continue to throw off EPS growth well above the S & P 500's average." Citi upgrades Ralph Lauren to buy from neutral Citi said the stock is a "best-in-class winner." "We are upgrading RL from Neutral to Buy. Mgmt's efforts to elevate the brand have driven strong performance, and at the end of F26 RL will have achieved a 6.5% sales CAGR and over 350bps of EBIT margin expansion since F22." Read more . Stifel initiates LCI Industries as buy Stifel said shares of the recreational vehicle supply company have plenty of room to run. "We are initiating coverage of LCI Industries (LCII) with a Buy rating on the shares and a 12- month target price of $152." BMO upgrades First Majestic Silver to outperform from market perform BMO said the metals and mining company has a compelling valuation. "The key driver of our Outperform rating is First Majestic' s valuation multiples compared to historical ranges." Jefferies initiates OneSpaWorld as buy Jefferies said it sees "steady growth" for the spa company. "We initiate Buy on OSW, as the company sits at the intersection of durable cruise industry growth, rising prioritization of wellness, and a monopoly-like market position in outsourced maritime wellness services." JPMorgan upgrades Ecolab to overweight from neutral JPMorgan said investors should buy the weakness. " Ecolab shares have traded off since February 27 as tensions in the Mideast have risen, compared to ...

RKLB and LUNR are riding space industry momentum with major contracts, expanding capabilities and strong growth outlooks in 2026.

Investors need to pay close attention to ABR stock based on the movements in the options market lately.

祥源新材公告，持股387万股（占公司总股本2.80%、占剔除回购股份总股本2.87%）的控股股东一致行动人武汉祥源众鑫计划自公告披露之日起15个交易日后的3个月内，通过集中竞价或大宗交易方式合计减持不超过120万股（占公司总股本0.87%、占剔除回购股份总股本0.89%）；其中，大宗交易在任意连续90个自然日内减持比例不超过2%，集中竞价方式不超过1%。

Malaysian users are among victims targeted by a newly uncovered iPhone spyware operation that researchers say was used by multiple threat actors across countries, in a sign that sophisticated mobile-hacking tools are spreading through a murkier commercial and criminal ecosystem. The spyware, known as DarkSword, was observed targeting entities in Malaysia, Ukraine, Saudi Arabia and Turkey, and was uncovered by investigators shortly after they exposed another exploit kit, Coruna, linked to the...

东方精工公告，调整后的2025年度利润分配方案为：以利润分配方案未来实施时股权登记日的股本总额为基数，向全体股东每10股派发现金股利0.42元（含税），预计派发现金红利总额5112.6万元（含税），不派送红股，不以资本公积转增股本；同时提请股东会授权董事会制定2026年中期分红方案。

据报道， 三井住友 金融集团正着手制定潜在收购美国富瑞金融集团的计划。 报道援引未具名消息人士称，这家日本第二大银行一直在增持这家华尔街投行的股份，并已组建一个小型团队，在一旦富瑞股价下跌带来机会时随时准备出手。不过报道同时指出，收购仍面临多重障碍，三井住友短期内不太可能采取行动。 受消息影响，富瑞股价在盘前交易中上涨14%。截至周一收盘，该股今年已累计下跌约36%，受到多项问题拖累，包括其对First Brands Group和Market Financial Solutions等困境企业的敞口。 “富瑞金融集团是我们重要的合作伙伴。对于假设性推测或传闻，我们不予置评，”三井住友金融集团表示。富瑞金融集团的发言人尚未立即回应置评请求。 责任编辑：陈钰嘉

"Shark Tank" investor Kevin O'Leary isn't known for tossing out compliments like free samples, but when it comes to Tesla CEO Elon Musk, he sounds like someone who's stopped debating the pitch and started tracking the results. "Very few people at this point would doubt Elon on anything," O'Leary said on Fox Business last month. "He kind of has mandates and he delivers one way or the other. The guy executes, and that's remarkable." That's not a casual endorsement. It's a summary of how Musk tends

Opening Establishes a Foundation for Multi-Province Growth Across China and Reinforces Reborn Coffee’s Broader International Expansion Strategy BREA, Calif., March 24, 2026 (GLOBE NEWSWIRE) -- Reborn Coffee Inc. (Nasdaq: REBN) (the “Company”), a leader in the specialty coffee market, announced today the successful grand opening of its flagship location in Shenzhen, China on March 18, 2026. Located within Tencent’s new headquarters campus, the opening marks a significant milestone in Reborn Coffe

Salesforce, DocuSign and Qualcomm expanded buybacks after steep drops, signaling confidence and potentially supporting EPS even as key risks persist.

格隆汇3月24日｜1. 美国三大股指期货小幅下跌，纳指期货跌0.19%，标普500指数期货跌0.17%，道指期货跌0.21%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.06%，英国富时100指数涨0.19%，法国CAC指数涨0.09%，欧洲斯托克50指数跌0.16%。 3. 伊朗国家安全委员会：我们的外交机构、政府或武装部队均未提出过任何关于结束战争或停火的谈判、对话或建议。 4. 城堡证券：创纪录空头头寸面临平仓风险，美股有望迎来反弹。 5. 苹果年度全球开发者大会(WWDC 2026)定档6月8日至12日，料将发布一系列AI功能。 6. 阿里达摩院发布玄铁C950，打破全球RISC-V CPU性能纪录。 7. 甲骨文发布面向业务数据的AI数据库智能体创新技术。 8. 博通警告供应链受限，台积电产能面临瓶颈。 9. Apollo限制旗下私募信贷基金赎回，赎回比例上限设为5%。 10. 雪佛龙CEO：霍尔木兹海峡关闭的影响尚未完全反映在期油价格上。 11. 力拓集团CEO：去年在中国采购总额达43亿美元，期待在此基础上继续实现突破。 12. SK海力士计划斥资80亿美元购买阿斯麦极紫外光刻(EUV)芯片制造设备。 13. 理想汽车董事会批准10亿美元的股票回购计划。 14. 据报日本三井住友金融集团(SMFG)正在制定收购美国投行杰富瑞的计划。 15. 雅诗兰黛回应与西班牙美妆企业Puig合并：尚未作出最终决定。 美股时段值得关注的事件： 21:45 美国3月标普全球制造业/服务业PMI初值 22:00 美国3月里奇蒙德联储制造业指数 (格隆汇)

知情人士透露，土耳其央行正准备扩大捍卫里拉汇率的工具箱，以应对与伊朗战争相关的市场波动，其中可能包括动用其庞大的黄金储备。 知情人士说，该行已进行了有关在伦敦市场进行黄金对外汇互换交易的讨论。由于相关讨论属于非公开，这些知情人士要求匿名。 土耳其央行拒绝置评。 过去10年，土耳其是全球买入黄金最激进的国家之一，因为该国领导层寻求减少对美元计价资产的敞口。根据数据，截至3月初，土耳其货币当局持有的黄金储备约相当于1350亿美元。 摩根大通 经济学家Fatih Akcelik在周二的一份报告中估计，上述黄金储备中有大约300亿美元存放在英国央行，土耳其央行“可能决定将这些黄金用于外汇干预，而不受物流限制”。 周二伊斯坦布尔时间下午1点30分，里拉兑美元汇率下跌0.1%，至44.35里拉兑1美元。今年以来，里拉汇率稳步下跌，平均每日下跌约0.05%。 责任编辑：陈钰嘉

美国3月费城联储非制造业指数 -23.9，创下自2025年5月以来的最低水平，预期 -15.7，前值 -17.3。

What if Tesla (NASDAQ: TSLA) is primarily a car company? After months of being beaten down in Europe, Tesla’s sales are making a comeback, where both competition and Elon Musk’s political stances had hurt it last year. In February, EU sales jumped 29% to 13,740. However, it lagged rival BYD, which saw sales increase 185% ... This Could Cut Tesla’s Stock Price By 70%