Wells Fargo believes the U.S. economy is relatively well-positioned to absorb the impact of a potential oil shock, citing a range of structural and cyclical factors that could limit longer-term damage to growth and inflation. In a recent investor note, the firm echoed that it maintains a base-case scenario that the Iran conflict will be short-lived, with disruptions to global oil supply lasting only a matter of weeks rather than months. While energy prices are expected to rise in the near term, the bank’s analysts anticipate only a temporary increase in headline consumer price inflation during the spring. Wells Fargo argues that underlying conditions in the global oil market remain fundamentally oversupplied, suggesting that prices could stabilize once transit constraints through the Strait of Hormuz are resolved. Beyond energy, several broader disinflationary forces are expected to remain in place, it added. These include moderating rental and services inflation, a more gradual pace of U.S. tariff increases, and ongoing cost efficiencies tied to deregulation. Additionally, productivity gains driven by artificial intelligence are seen helping to suppress unit labor costs, a key contributor to services inflation, Wells Fargo said. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets Cantor Fitzgerald sees the current market pullback as a possible opportunity BNP Paribas raises 2026 inflation outlook as it signals a new 3% era The AI Bubble Is Going To Burst Sector breakdown since the start of the U.S.–Iran conflict: Energy leads, materials la...

A recent surge in oil prices has pressured aerospace aftermarket stocks, driving a median decline of about 15% among companies tracked by financial-services firm Morgan Stanley, compared with a roughly 4% drop in the broader market. The selloff followed rising geopolitical tensions that pushed fuel costs higher and raised concerns about airline profitability. Opportunity in weakness Morgan Stanley analyst Kristine Liwag said the decline reflects short-term uncertainty rather than a shift in underlying demand. “We view this as a timing issue, not demand destruction,” Liwag wrote in a March 24 report. The firm maintains an Attractive industry view, arguing that structural drivers continue to support a multi-year growth cycle in aerospace services. Maintenance demand remains intact Higher fuel prices can pressure airline margins and lead to delayed maintenance activity. However, the report emphasizes that such delays are temporary. Aircraft typically have service lives of about 25 years, making ongoing maintenance unavoidable even if timing shifts. Morgan Stanley noted that high utilization rates and limited availability of new aircraft reinforce the need to maintain existing fleets. Supply constraints support long-term growth The aerospace industry continues to face constrained production of new aircraft, which extends the lifespan of current fleets and increases maintenance intensity. At the same time, newer engine platforms are experiencing durability challenges that add to servicing demand. These factors are expected to sustain demand for aftermarket services despite near-term volatility, according to Morgan Stanley. Oil prices are key variable The duration of elevated oil prices will play a central role in determining near-term industry performance. Morgan Stanley said a short-lived spike, measured in weeks rather than months, would likely result in only modest deferrals of maintenance activity. A more prolonged period of high fuel costs could affect airline capac...

CIQ and AMD Optimise Rocky Linux for AI and HPC Workloads - Enterprise Times

NVDA outpaces SNPS in the AI chip race with stronger growth, data center dominance, and rising GPU demand, making it the better bet right now.

存储芯片价格不断上涨，正在深度影响消费电子行业及其用户市场。 3月以来，OPPO、一加，以及vivo、iQOO等纷纷宣布调价。而来自供应商、手机厂商、市研机构等的多方消息显示，存储芯片危机将持续加深，手机等消费电子品类将进入加速涨价周期，不仅新机会涨价，目前在售老款机型也会涨价。 与此同时，Counterpoint最新调研报告显示，预计2026年全球智能手机市场出货量将同比下降12.4%，创下2013年以来年度最低水平，以及这一品类诞生以来最剧烈年度萎缩表现。智能手机市场的低迷期，甚至可能延续到2027上半年，Counterpoint预计要到2027年后期才会出现复苏。 图源：Counterpoint 内存、闪存等存储芯片价格大幅上涨，带给手机市场的后果，远不止新机定价普遍上涨，以及全年出货量大跌预期，连带也深刻影响了回收市场运行态势和用户换新意愿。 年初买iPhone 17，现在出二手只亏300 雷科技近期发现，苹果iPhone17系列，尤其iPhone 17 Pro「全新」机型回收价，直逼官方定价，例如白色256GB版本在8900元上下，距其首发价只有100元左右差价； 二手机型回收价，同样不降反升，如上版本的「99新」机型，入手后贴膜戴壳，电池健康在100%，循环计数在50次以内，商家回收价在7750元上下；如果是出给闲鱼个人买家，电池循环计数不多的话，可以在8000元以上。而在爱回收平台，雷科技看到电池健康95%的256GB版iPhone 17 Pro，可以有7000元上下的回收价。 图源：小红书 不管是全新机回收，还是二手机回收，iPhone17系列，俨然不像已经上架销售长达半年机型该有的样子，而且这还建立在其超大供应量的基础上。 有商家回收人员对雷科技表示，一方面是因为iPhone 17系列上市后，产品体验和功能提升明显，一直处于热销阶段，比iPhone 16系列同期表现强太多了，故其在回收市场一直都表现得比较「抗跌」； 另一方面，今年以来手机市场涨价声势愈演愈烈，即便还没到真正的涨价期，不少国产机用户也开始转向苹果，尤其是起步存储升级到256G的iPhone 17。 这款机型，国补后最高只要5499元，叠加平台更多折扣或开展百亿补贴活动的话，全新机型入手价时常可以接近5000元。而直到目前，256G版iPhone 17全配色「99新」机型，商家回收价依...

惠泰医疗公告，2025年实现营业收入25.84亿元，同比增长25.08%；净利润8.21亿元，同比增长21.91%。2025年度利润分配预案为每10股派发现金红利10元（含税），合计拟派发现金红利1.39亿元（含税）。

AI and AI infrastructure stocks have been punished, and while a bottom might not yet be in sight, I still think now might be as good a time as any to start doing some buying. As is the case with many sell-offs, oversold stocks have the potential to bounce quite sharply once the bottom is ... 2 AI Infrastructure Stocks That are Looking Too Cheap

核心要点 周二公布的欧元区 3 月 PMI 初值数据显示，该地区经济活动大幅放缓。 经济学家警告，受伊朗战争影响，欧元区正面临滞胀风险 —— 即 高通 胀与经济增长停滞并存。 欧盟委员会主席乌尔苏拉・冯德莱恩周二表示，鉴于全球能源危机已达 “危急” 程度，眼下应与伊朗展开谈判。 2018 年 3 月 1 日，德国萨尔茨吉特市，德国钢铁制造商萨尔茨吉特股份公司的工人站在工厂高炉前。 有越来越多证据表明，伊朗冲突正影响全球经济，欧元区 3 月私营部门产出降至 10 个月来低点。 备受关注的标普全球欧元区采购经理人指数（PMI）初值 3 月降至 50.5，较 2 月的 51.9 大幅回落。 路透社调查的经济学家此前预计该指数仅会小幅降至 51.0。50.0 是经济扩张与收缩的分界线。 这一数据再次引发警告：欧元区正面临日益逼近的滞胀阴影 —— 高通胀、高失业与经济增长停滞的恶性组合。 标普全球市场情报首席商业经济学家克里斯・威廉姆森周二评论称：“中东战争推高物价、抑制增长，欧元区 PMI 初值已拉响滞胀警报。”“受战争引发的能源价格暴涨与供应链阻塞影响，企业成本正以三年多来最快速度攀升。供应商交付延误程度升至 2022 年年中以来最高，主要与航运问题相关。” 标普全球经济学家表示，受调查的欧元区企业 3 月小幅缩减招聘，企业主相较 2 月下调了本年度产出预期。 滞胀通常被视为经济体的 “最坏情景”，也让央行陷入两难：对抗高通胀通常会采用加息手段，而加息会抑制增长与就业；降息则能提振增长，但会推高需求与通胀。 并非只有欧元区因伊朗战争出现私营部门活动放缓，印度周二早些时候公布的 PMI 数据也显示，其产出增速降至 2022 年 10 月以来最低水平。 “危急” 的能源危机 中东当前的动荡已让此前的增长与通胀预测基本失效，企业与政策制定者在无法预知冲突持续时间的情况下，难以判断投入成本与通胀走势。 欧洲央行上周发布的修正预测显示，该行预计 2026 年欧元区经济增速为 0.9%，全年整体通胀率平均为 2.6%。 但这一前景或许偏于乐观。标普全球的威廉姆森指出，PMI 调查中的价格指标显示通胀正加速逼近 3%，“未来数月成本压力可能进一步推高销售价格通胀”。 威廉姆森称：“经济前景取决于战争持续时间及其对能源和供应链可能造成的长期影响，但 PMI 初值数据凸显，欧洲央行在增长与...

格隆汇3月24日｜印度外贸总局周二表示，印度已将2025/26财政年度内根据印阿贸易协定为黄金进口发放的关税配额授权延长至6月30日。印度方面表示，鉴于“当前的地缘政治局势对全球贸易和物流产生了影响”，此次将原定于3月31日的截止日期延长了。声明称，这一延期将自动生效，进口商无需进行任何申请或支付任何费用。

美国和法国能源巨头 道达尔 能源公司周一表示，将把近10亿美元从海上风电租约转向美国的石油和天然气生产。 该协议标志着特朗普政府广泛阻止美国海上风电项目发展的新策略。美国总统唐纳德·特朗普曾表示，他认为海上风电项目丑陋、成本高昂且效率低下。 其政府已采取行动增加国内化石燃料产量，并废除支持清洁能源发展的政策。 美国内政部长道格·伯格姆在一份声明中表示：“这项协议是特朗普总统致力于为所有美国人提供负担得起且可靠能源的又一胜利。海上风电是强加给美国消费者和纳税人的最昂贵、最不可靠、对环境最具破坏性且最依赖补贴的计划之一。” 美国内政部的一份声明称，美国政府将向道达尔公司偿还其在租赁购买中支付的约10亿美元，且道达尔能源已承诺不在美国开发任何新的海上风电项目。 海上风电行业组织Oceantic Network批评政府使用纳税人的资金来阻止项目。 该组织政策和市场事务高级副总裁萨姆·萨卢斯特罗在一份声明中表示：“这是政治作秀，旨在掩盖这样一个事实：在能源价格飙升之际，海上风电容量正被从项目中剔除，而其他海上风电项目仍在向电网提供可靠且可负担的电力。” 声明称，道达尔将在2026年投资9.28亿美元，用于德克萨斯州里奥格兰德液化天然气厂四条生产线的开发，以及美国墨西哥湾上游常规石油和页岩气的生产。 在进行这些投资后，美国政府将终止2022年执行的卡罗来纳长湾地区和纽约湾地区的租约，并向道达尔公司进行偿付。 在前总统执政期间的一次轰动性拍卖中，道达尔为纽约租约支付了7.95亿美元，该次拍卖吸引了业界超过40亿美元的出价。 当纽约州表示不会在2024年初推进合同授予时，该租约内的Attentive Energy One项目便陷入停滞。第二个项目Attentive Energy Two于2024年1月获得了与新泽西州的合同。 道达尔能源首席执行官潘彦磊表示，海上风电并不是美国最具成本效益的发电方式。 潘彦磊和美国内政部长道格·伯格姆在休斯顿举行的CERAWeek能源会议上宣布了该协议。 责任编辑：张俊 SF065

Microsoft reliance raises questions ahead of IPO

(RTTNews) - Medical technology company Medtronic plc (MDT) announced Tuesday that it has entered into a distribution agreement with Merit Medical Systems, Inc. (MMSI), to offer FDA-approved ViaVerte, a minimally invasive and implant free basivertebral nerve ablation (BVNA) system

JHVEPhoto Broadcom ( AVGO ) and IT solutions provider Carahsoft announced on Tuesday that they have been awarded a five-year, $970M blanket purchase agreement from the Defense Information Systems Agency to streamline and consolidate its software contracts. The agreement will bring uniform pricing and cost transparency for private cloud infrastructure, security, and other Broadcom solutions to multiple Department of War agencies, the companies said in a statement. “Broadcom is proud to partner with Carahsoft on this vital modernization initiative for the DoW,” said Regan McGrath, President, Americas, Broadcom. “By consolidating licensing, simplifying procurement and delivering a modern private cloud, we are helping the agency and the agencies it serves to accelerate secure digital transformation at scale. This agreement ensures mission-ready performance, consistent governance and a foundation capable of supporting the next generation of AI-enabled defense capabilities.” Broadcom shares were down fractionally in premarket trading on Tuesday. More on Broadcom Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth Broadcom: The 'Utility' Of The AI Era Broadcom: A Valuation Misunderstanding That's Probably Worth A Trillion Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report China signals broader market access, trade rebalancing in pitch to global business

JHVEPhoto Broadcom ( AVGO ) and IT solutions provider Carahsoft announced on Tuesday that they have been awarded a five-year, $970M blanket purchase agreement from the Defense Information Systems Agency to streamline and consolidate its software contracts. The agreement will bring uniform pricing and cost transparency for private cloud infrastructure, security, and other Broadcom solutions to multiple Department of War agencies, the companies said in a statement. “Broadcom is proud to partner with Carahsoft on this vital modernization initiative for the DoW,” said Regan McGrath, President, Americas, Broadcom. “By consolidating licensing, simplifying procurement and delivering a modern private cloud, we are helping the agency and the agencies it serves to accelerate secure digital transformation at scale. This agreement ensures mission-ready performance, consistent governance and a foundation capable of supporting the next generation of AI-enabled defense capabilities.” Broadcom shares were down fractionally in premarket trading on Tuesday. More on Broadcom Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth Broadcom: The 'Utility' Of The AI Era Broadcom: A Valuation Misunderstanding That's Probably Worth A Trillion Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report China signals broader market access, trade rebalancing in pitch to global business

Broadcom, Carahsoft awarded $970M contract from DISA (AVGO:NASDAQ) seekingalpha.com

格隆汇3月24日｜2026年3月24日外交部发言人林剑主持例行记者会。 路透社记者：日本政府正在审议的年度外交报告草案拟将日中关系定位从“最重要的双边关系之一”降级为“重要邻国”，保留“战略互惠”表述。中方对此有何评论？ 林剑：中日关系当前局面的根源在于日本首相高市早苗发表涉台谬论，激起中国人民的公愤，挑战战后国际秩序的红线。日方如果真心想改善和发展中日关系，就应恪守中日四个政治文件和自身所作承诺，尽早撤回错误涉台言论，认真反思纠偏，以实际行动维护中日关系政治基础。

格隆汇3月24日｜网传张雪峰心脏骤停正在苏州抢救。目前，张雪峰社交平台账号头像已变成黑白色。

格隆汇3月24日｜Wolfe Research分析师Stephanie Roth称，尽管市场存在猜测，但美联储今年夏天不太可能加息。Roth在给客户的报告中写道，尽管美国经济今年应该保持稳健，但利率风险在近期重新定价后越来越偏向下行。通胀率仍高于2%的目标，且总体通胀存在显著上行风险，核心通胀存在较温和的上行风险。季节性动态和人工智能的持续影响将使劳动力市场看起来足够疲软，从而促使美联储保持观望。

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]

knorre/iStock via Getty Images OPAL Fuels Overview As one of the early investors in OPAL Fuels ( OPAL ), this was a brutal stock to own, even as the company continued to execute on its business. To an extent, I understand what could have had such a massive effect on its stock price. A product of the SPAC mania of 2020-2021, general sentiment on most de-SPACs soured in the following years, and rightly so. Many companies had little to no revenue to begin with, and many of them entered the public markets at nosebleed valuations, with all the hyperbolic projections promised to eager investors. Yours truly has written on quite a few of them for what they are, but OPAL Fuels was one of the few companies that I believed in the growth story . Instead, while the company grew its top line, the stock price continued to decline. Data by YCharts Contrastingly, when I was informed that the latest earnings report woke up the stock, I went back to the price chart. It was clear that the stock has had several of these moments before. However, every one of these moments has faded away. It was time to do a follow-up on the company, see if the market was getting something wrong, and see if an opportunity existed here. Recapping the Business Model OPAL Fuels is a nationwide operator in the production and distribution of low-carbon intensity renewable natural gas (RNG). While combating climate change no longer captures the imagination of investors like it once did, it's hard to dismiss the value proposition of the company. Their waste-to-energy model combines the production and distribution of RNG, providing a cost-effective solution to reduce carbon emissions in heavy-duty transportation and other industrial markets. Their model primarily works by capturing methane emissions from landfills and dairy farms (upstream), purifying them, and using that energy to replace diesel and other high-carbon-intensity fossil fuels (downstream). The key term to look for here is vertical integration in t...

Source: Bloomberg, 4:05

EschCollection Markets are still underpricing the inflation impact from ongoing geopolitical conflicts, even as bond yields rise, according to Julia Wang from Nomura, who appeared in an interview with CNBC. The expert warned that energy supply chain damages are already accumulating, with spillover effects into agricultural products and industrial inputs that will be difficult to reverse quickly. The US ten-year yield ( US10Y ) has edged back up to nearly 4.40%, returning to levels seen before recent social media posts from the president. Despite this movement, the analyst suggested that investors remain unconvinced about the escalation they had been anticipating, as they continue to see conflicting signals in the market. “We had this view that the markets are probably underappreciating the sort of sustained impact on inflation for the coming months or even for the rest of this year, even if we have a military de-escalation, let’s say, today,” the analyst explained. The bond market’s reaction reflects legitimate concerns about potential inflation risk and how central banks may respond. Beyond inflation, the analyst highlighted additional pressures on intermediate- to longer-term bonds from fiscal considerations. Once the current conflict eventually subsides, the fiscal buffer needed to support the global economy will add a risk premium on top of existing inflation concerns. “The intermediaries to the longer-term bond market, unfortunately, are seeing some irreversible damage as a result of this,” the analyst noted. The strategist described the current environment as a stagflationary shock—stronger inflation combined with weaker growth—which will constrain central banks’ ability to raise rates aggressively. “I don’t think a central bank can really hike rates all that easily in the coming months,” the analyst said, acknowledging that some institutions like Australia’s central bank may still be forced to act. For investors seeking opportunities, the analyst recommended ...

MSFT: B of A Securities Reinstates Buy Rating with $500 PT | MSF GuruFocus