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Bloomberg Surveillance TV: March 26th, 2026 (Podcast)

Bloomberg 📅 03/26 21:49
Source: Bloomberg, 17:54

Apple's (AAPL) Service Strength May Mitigate Rising Costs, Says UBS - GuruFocus

Google 📅 03/26 21:49 AAPL.O
Apple's (AAPL) Service Strength May Mitigate Rising Costs, Says UBS GuruFocus

特步现金增幅73%:2025年六项重点马拉松赛事穿着率位居首位

格隆汇 📅 03/26 21:49
格隆汇3月26日|特步发布2025全年业绩,全年营收141.51亿元,同比增长4.2%;净利润13.72亿元,同比上升10.8%;净现金17.07亿元,相较去年大幅增长73.4%。 报告期内,特步接连包揽上海、北京、厦门、广州、无锡及成都六项重点马拉松赛事全局穿着率第一。此前,何杰在全国运动会夺得马拉松金牌,丰配友上脚特步跑鞋在2026东京马拉松以2小时05分58秒的成绩打破国家纪录,并夺得亚洲第...

美股拉升,道指转涨,标普500指数跌幅收窄至0.4%,纳指跌幅收窄至0.75%。据新华社,伊朗塔斯尼姆通讯社援引知情人士的话报道说,伊朗已正式回应美国提出的停火协...

华尔街见闻 📅 03/26 21:49
美股拉升,道指转涨,标普500指数跌幅收窄至0.4%,纳指跌幅收窄至0.75%。据新华社,伊朗塔斯尼姆通讯社援引知情人士的话报道说,伊朗已正式回应美国提出的停火协议15点内容。

美股异动|MARA Holdings涨超12%,回购10亿美元可转换高级票据

格隆汇 📅 03/26 21:48
格隆汇3月26日|MARA Holdings(MARA.US)涨超12%,报9.29美元。消息面上,MARA Holdings宣布斥资10亿美元回购2030年和2031年到期的0.00%可转换高级票据。在2026年3月4日至2026年3月25日期间,公司出售了15,133枚比特币,筹集约为11亿美元的资金。公司预计将使用出售比特币所得款项为票据回购交易提供资金,剩余部分将用于一般公司用途。(格隆汇...

马来西亚总理:马来西亚船只获准通过霍尔木兹海峡

新浪 📅 03/26 21:48
马来西亚总理安华・易卜拉欣周四表示,他已与伊朗、埃及、土耳其及其他地区国家领导人通话,目前马来西亚船只获准通过霍尔木兹海峡。 他说:“我们正着手安排马来西亚油轮及相关船员获释,以便他们能够继续返航。” 安华表示,他与伊朗及其他国家沟通,是为推动中东地区和平。 他表示,马来西亚政府将维持油价补贴,但正采取措施降低供应中断带来的冲击,包括削减每月补贴燃油配额。 责任编辑:陈钰嘉

标普500指数和道琼斯指数迅速收窄跌幅

同花顺 📅 03/26 21:48
标普500指数和道琼斯指数迅速收窄跌幅。道琼斯指数跌0.03%,标普500指数跌0.52%,纳斯达克综合指数跌0.89%。

Poland Plans Fuel Tax Cuts to Shield Consumers From High Prices

Bloomberg 📅 03/26 21:48
Poland is joining a group of countries that shield consumers from surging fuel prices with a plan to cut taxes and cap prices at the pump, according to Prime Minister Donald Tusk . The government will reduce the value-added tax and excise levies on fuels as well as impose a cap on retail prices that will be set daily in line with wholesale levels, Tusk told a news conference on Thursday. The moves...

2 bid-rigging syndicates ‘potentially linked’ to estate destroyed in Tai Po fire

SCMP 📅 03/26 21:48
At least two bid-rigging syndicates could be linked to the HK$336 million (US$43 million) renovation bid for a housing estate destroyed in Hong Kong’s deadliest fire in decades, a lawyer for the competition watchdog has said at the fourth session of an evidential hearing. Lester Lee Hiu-leung, the Competition Commission’s executive director for legal services, also said on Thursday that the watchd...

Micron and SanDisk stocks are getting pummeled this week. Is the memory chip rally over? - Fast Company

Google 📅 03/26 21:48 MU.O
Micron and SanDisk stocks are getting pummeled this week. Is the memory chip rally over? Fast Company

Micron and SanDisk stocks are getting pummeled this week. Is the memory chip rally over? - fastcompany.com

Google 📅 03/26 21:48 MU.O
Micron and SanDisk stocks are getting pummeled this week. Is the memory chip rally over? fastcompany.com

柯文哲四罪成立失2028年參選資格 斥政治操作下司法表演

无线新闻 📅 03/26 21:48 700.HK
前台北市長柯文哲,涉及京華城貪腐案,及政治獻金案,一審判監17年,褫奪公權6年,他將失去2028年參選資格。 台北市前市長,民眾黨前主席柯文哲,周四早上先到黨總部開會,他涉及的京華城貪腐案,及民眾黨政治獻金案,下午在台北地方法院宣判,現場戒備森嚴,大批人到法院外聲援,柯文哲到場時神情輕鬆,檢方此前起訴他收賄、圖利,公益侵佔及背信四項罪名,合共要求判刑28年6個月。 法院最終裁定,柯文哲四項罪名成立...

Elon Musk a Trillionaire? There’s a Way to Bet on That.

Yahoo 📅 03/26 21:48 TSLA.O
Prediction market Kalshi is giving Elon Musk high odds of becoming the world’s first trillionaire as SpaceX and Tesla drive his net worth higher.

Micron Technology Inc Stock (MU) Opened Down by 4.07% on Mar 26: What Investors Need To Know - TradingKey

Google 📅 03/26 21:47 MU.O
Micron Technology Inc Stock (MU) Opened Down by 4.07% on Mar 26: What Investors Need To Know TradingKey

美團去年業績轉盈為虧 蝕233億元人民幣

无线新闻 📅 03/26 21:47 3690.HK
美團去年業績轉盈為虧。 蝕233億元人民幣,上一年則賺358億元人民幣。經調整淨虧損186億元人民幣,上一年經調整盈利437億元人民幣。期內,收入按年增長百分之8,至3,648億元人民幣,略低過市場預期。 第四季亦由盈轉虧,蝕151億元人民幣。上一年同期則賺逾62億元人民幣。經調整淨虧損150億元人民幣,多過市場預期。上一年同期經調整盈利逾98億元人民幣。第四季收入增加至920億元人民幣。 集團表...

Coinbase抵制美参院稳定币条款调整

新浪 📅 03/26 21:47
Coinbase告知美国参议院办公室,其无法支持关于稳定币收益的最新妥协措辞,这反映了立法者在协商市场结构和监管条款时持续存在的分歧。 责任编辑:张俊 SF065

AMD Announces The Ryzen 9 9950X3D2 - Phoronix

Google 📅 03/26 21:47 AMD.O
AMD Announces The Ryzen 9 9950X3D2 Phoronix

Meta Reportedly Plans 20% Layoff: A Sign of Weakness or Strength?

Marketbeat 📅 03/26 21:47 META.O
While Meta's reported layoff plans may look like a sign of weakness, there are reasons to believe the Mag 7 firm can make this move from a position of strength.

AMD Announces The Ryzen 9 9950X3D2 - phoronix.com

Google 📅 03/26 21:47 AMD.O
AMD Announces The Ryzen 9 9950X3D2 phoronix.com

Adobe downgraded by William Blair on 'intense competition'

Seeking Alpha 📅 03/26 21:46
David Tran Adobe ( ADBE ) was downgraded by William Blair on Thursday, as the research firm cited “intense competition” in the creative market. “While we acknowledge that shares are inexpensive at 9 times free cash flow, our primary concern is around the intense competition Adobe faces, particularly in core Creative Cloud,” analyst Arjun Bhatia wrote in a note to clients. “The competitive environm...

AMD Announces Ryzen 9 9950X3D2 Dual Edition Desktop Processor with 192 MB L3 Cache - techpowerup.com

Google 📅 03/26 21:46 AMD.O
AMD Announces Ryzen 9 9950X3D2 Dual Edition Desktop Processor with 192 MB L3 Cache techpowerup.com

AMD Announces Ryzen 9 9950X3D2 Dual Edition Desktop Processor with 192 MB L3 Cache - TechPowerUp

Google 📅 03/26 21:46 AMD.O
AMD Announces Ryzen 9 9950X3D2 Dual Edition Desktop Processor with 192 MB L3 Cache TechPowerUp

There won’t be an early end to the Iran war – CSIS’s Clay Seigle

Seeking Alpha 📅 03/26 21:46
Alones Creative The U.S. is moving military forces into the Persian Gulf region to gain leverage against Iran, but prospects for an early resolution to the conflict remain dim, according to Clay Seigle, senior fellow and James R. Schlesinger chair in energy and geopolitics at the Center for Strategic and International Studies. Following Iran’s flat rejection of President Trump’s peace proposal, Se...

科技股因AI和法律消息表现不一

新浪 📅 03/26 21:46
随着Meta(META)和 谷歌 (GOOGL)面临责任裁决, 亚马逊 (AMZN)的供应商和合作伙伴消化了一系列人工智能和法律领域的进展,行业头条新闻导致了部分股票的涨跌互现。 责任编辑:张俊 SF065

Arm发布数据中心CPU 预计到2031年芯片收入将达到150亿美元

新浪 📅 03/26 21:45
Arm控股推出了用于AI推理的AGI CPU,预计到2031年芯片收入将达到150亿美元,并宣布了包括Meta、OpenAI、Cloudflare和 SAP 在内的早期客户。 责任编辑:张俊 SF065

Spotify initiated, Qualcomm downgraded: Wall Street's top analyst calls

Yahoo 📅 03/26 21:45 QCOM.O
Spotify initiated, Qualcomm downgraded: Wall Street's top analyst calls

美股异动丨费城半导体指数跌超2%,半导体股集体走低

格隆汇 📅 03/26 21:45
格隆汇3月26日|费城半导体指数跌超2%,半导体股集体走低。泛林集团、Coherent跌超5%,应用材料、美光科技、阿斯麦、英特尔、台积电均跌超3%,博通、AMD、英伟达跌约1.5%,安森美半导体跌1%。

苹果扩大美国制造计划,新增四家合作伙伴

新浪 📅 03/26 21:45 AAPL.OTSM.NAVGO.O
核心要点 苹果 将在 2030 年前投入 4 亿美元,与博世、凌云逻辑、TDK 及 Qnity Electronics 开展新项目,在美国生产关键材料与组件。 此次扩张基于苹果 美国制造计划(AMP) ,该计划是公司对美制造业与创新四年 6000 亿美元承诺的核心。 首批 AMP 合作伙伴(包括安靠、博通、 康宁 、格芯、 德州仪器 )已达成重要里程碑。 苹果公司周四宣布大幅扩大其 美国制造计划(...

Morgan Stanley Says This Is the Top Thing for Tesla Stock Bulls to Watch in 2026

Yahoo 📅 03/26 21:45 TSLA.O
Morgan Stanley says the biggest potential driver for Tesla this year is whether it can launch an unsupervised robotaxi fleet

Why Duolingo Stock Dropped Despite Strong Earnings

The Motley Fool 📅 03/26 21:45
Duolingo (NASDAQ: DUOL) delivered a strong set of results in its latest earnings report. Revenue grew about 35% year over year to roughly $283 million in the fourth quarter, while the company surpassed $1 billion in annual bookings for the first time. Profitability remained solid, with adjusted EBITDA margins near 30%. By most operating metrics, the business continues to execute well. Yet the stoc...
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