Microsoft reinstated, Ralph Lauren upgraded: Wall Street's top analyst calls

财联社3月24日讯（编辑 冯轶） 今日港股短线反弹，三大指数集体收涨。截至收盘，恒生指数涨2.79%，国企指数、恒生科技指数分别上涨2.31%及2.51%， 【科网股等蓝筹权重回暖 恒指缩量反弹】 盘面上，大型科网股有所回暖，美团、腾讯涨超3%，阿里巴巴涨2.9%，百度、快手涨超2%。 其他方向上，新消费概念短线活跃，老铺黄金、蜜雪集团、泡泡玛特等热门标的大涨，对大市情绪形成带动。 此外，金融、有色、航空、电力、海运等板块的权重股也反弹上涨，餐饮、存储、新能源等行业跟涨。而下跌的板块中，石油等能源股跌幅居前。 整体上看，港股短线对地缘局势越发敏感，恒指中枢下移后，开始围绕恒指25000点展开争夺。 今日恒指全天成交3030.73亿港元，连续第4个交易日保持在三千亿量级，但缩量反弹仍显示多头谨慎。 沽空方面，今日总沽空金额为385.0亿港元，相当于恒指成交额的12.70%，空头占比回落。 腾讯控股、阿里巴巴-W、小米集团-W沽空金额位居前三，分别为34.22亿港元、16.22亿港元、16.13亿港元。 【热门板块集体回暖 地缘变量影响力增强】 行情层面，短线剧烈震荡后，今日各大热门板块集体回暖。 但短线来看，中东地缘局势变化对市场影响力持续增强。隔夜美股受特朗普缓和言论收涨，也驱动了今日港股的情绪修复。 可以看到，市场的核心逻辑依旧在于战事演变方向，今日反弹主要由于市场认为战争烈度已经达峰，恐慌情绪与能源担忧降温。 但需要留意的是，目前局势降温短期仍无法证伪，结果难以预测。 而中期看，本次冲突存潜在深远影响，如果市场持续交易滞胀和衰退预期，风险资产仍将承压。 其中最为值得需警惕的是，当前和谈相关消息主要来自美以单方面表态，伊朗均快速予以否认，局势仅暂时解除进一步恶化风险，因此油价在快速下跌后逐步企稳，重回宽幅震荡格局。 截至发稿，欧美交易时段，国际原油日内上涨。WTI原油涨4.17%，报91.802美元/桶；布伦特原油涨3.39%，报99.174美元/桶。 【A股探底回升缩量收涨 机构仍建议增加避险仓位】 A股今日探底回升，沪指、深成指均涨超1%。沪深两市成交额2.08万亿，较上一个交易日缩量3487亿。盘面上市场热点快速轮动，全市场超5100只个股上涨，其中100只个股涨停，凸显反弹更偏情绪驱动，而非预期反转。 展望后市，华泰证券分析表示，短期视角，海外地缘冲突风险...

《 科创板 日报》3月24日讯（记者 黄心怡） 在2026玄铁RISC-V生态大会上，阿里巴巴达摩院发布新一代旗舰CPU产品玄铁C950。其采用开源RISC-V架构，单核通用性能在SPECint2006基准测试中突破70分，达摩院首席科学家孟建熠在介绍中称其为全球性能最高的RISC-V CPU，适用于 云计算 、 生成式AI 、高端 机器人 、 边缘计算 等领域。 此外，玄铁C950搭载自研AI加速引擎，首次原生支持Qwen3、DeepSeek V3等千亿参数大模型 。 阿里达摩院还与 北京 开源芯片研究院、中国科学院软件研究所签署战略合作协议，就SMT、片上互联、“通推一体”等关键技术开展合作， 将联合研发下一代开源香山CPU，共同建设RISC-V高性能软件生态。 大会期间， 全志科技 、 南芯科技 、 当虹科技 、 瑞芯微 等上市公司都展示了RISC-V最新实践。中国工程院院士倪光南在会上表示，“RISC-V 诞生十五年来走出了一条令人惊叹的高速发展之路，正从‘备选’迅速地走向‘主流’。” ▍RISC-V已占据全球处理器市场25%的份额 “2026年1月，RISC-V已正式占据全球处理器市场25%的份额，这标志着x86与Arm的双寡头格局正在松动。”中国工程院院士倪光南称。 据行业分析机构SHD Group，到2031年，RISC-V设备出货量将激增至360亿颗，保持31.7%的年复合增长率，市场规模将超3000亿美元。 当前， 人工智能 正从数字世界走向物理世界。2026年全球科技巨头集体的转向物理AI。倪光南指出，如果说生成式AI解决了“知”这个问题，那么物理AI就要着重解决“形”的难题，让机器人在工厂、对家庭、在复杂的物理环境中，能像人一样去感知、推理和行动。 倪光南认为，RISC-V在物理AI时代借助模块化、低功耗、定制化、安全性等优势，能更好地满足多样化的算力需求，包括物理AI所必须的高性能端侧 AI芯片 需求。 ▍阿里发布旗舰CPU产品玄铁C950 在RISC-V领域，阿里巴巴达摩院已发布10余款玄铁CPU，落地200多款量产芯片及近千款终端产品，覆盖服务器、机器人、 新能源汽车 、AI智能终端、存储控制器等应用领域。 大会期间，阿里巴巴达摩院发布新一代旗舰CPU产品玄铁C950。其采用8指令译码、16级流水线、超1000条指令乱序窗口，最高主频3....

格隆汇3月24日｜俄罗斯财政部副部长表示，俄罗斯财政部目前不考虑调整本年度的石油截断价格。但从中长期来看，仍有必要下调石油截断价格。

智能驾驶解决方案供应商Momenta已向港交所秘密递交招股书。多位知情人士表示，Momenta当前一级市场估值已超千亿元，正积极推动上市相关进程，计划2026年内在港交所挂牌。按照目前制度安排，Momenta还需要向中国证监会国际部备案并取得备案通知书，这也是中国企业在港股上市聆讯的必要条件。港美股暂时还没有主业、规模接近Momenta的中国公司。港股的文远知行和美股的小马智行目前更多算是Robotaxi概念股。但据了解，还有多家国产智驾供应商准备今年上市。Momenta是高阶智能驾驶方案领域的头部供应商。3月16日，在上汽大众ID.ERA技术发布会上，Momenta创始人兼CEO曹旭东介绍，Momenta已累计搭载车辆近70万辆，获得超170款车型定点，除中国市场外，其智驾方案已出海至英国、挪威、澳大利亚、阿联酋、泰国等10余个国家和地区。（财经网）

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

Oracle (ORCL) Recently Broke Out Above the 20-Day Moving Average Yahoo! Finance Canada

Oracle (ORCL) Recently Broke Out Above the 20-Day Moving Average Yahoo Finance

Meta recently signed a $27 billion capacity deal as the company doubles down on investing in artificial intelligence (AI) infrastructure.

What's Going On With Palantir Shares On Tuesday? Benzinga

Key PointsMeta is forecasting to spend up to $135 billion this year on capital expenditures (capex).

What's Going On With Palantir Shares On Tuesday? benzinga.com

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 […]

格隆汇3月24日｜卡塔尔能源公司宣布部分液化天然气供应合同受不可抗力影响。卡塔尔能源表示，袭击导致凝析油和液化石油气产量下降，也大幅减少了其他产出。

EU delays April 15 proposal to permanently ban Russian oil imports Reuters

Goeasy Ltd. won concessions from its lenders to keep key funding lines open after a surge in loan losses at its troubled auto lending unit sent shares and bonds tumbling, deepening scrutiny of the Canadian subprime lender’s financing model. Bank and financing counterparties have agreed to waive certain financial covenants tied to its fourth-quarter results and amend terms on its main credit facilities, according to a statement Tuesday. The changes ensure continued access to funding after losses tied to its unit that provides autos and powersports equipment loans, LendCare Holdings , left the firm briefly out of compliance with leverage requirements. Earlier in March, Mississauga, Ontario-based Goeasy suspended its dividend, withdrew guidance and disclosed about C$331 million ($241 million) in net charge-offs for the fourth quarter, including roughly C$233 million linked to LendCare. So far this month, the stock has plunged more than 60% while its 6.875% note due 2030 has fallen 10 cents on the dollar to 79.25 cents, according to Trace data. The amended agreements leave Goeasy’s revolving credit and securitization facilities in place, but on tighter terms. Interest spreads on both lines were increased by 100 basis points, and eligibility criteria were revised to exclude loans originated by LendCare, the epicenter of the company’s recent losses. Lenders also reduced the size of the company’s consumer securitization warehouse facility to C$1.12 billion from C$1.4 billion, while maintaining its C$550 million revolving credit facility, but limiting borrowing availability without additional consent. The changes effectively reset Goeasy’s lender framework after a period marked by deteriorating credit performance. Within LendCare, weaker recoveries on delinquent accounts forced the company to write off loans after extended efforts to restructure debt, repossess vehicles and sell collateral through auctions. Industry-wide bottlenecks — including capacity constraints at repos...

北京时间3月24日晚，美股周二低开。随着油价反弹、伊朗冲突持续，三大股指在周一反弹后再度回落。 道指跌349.95点，跌幅为0.76%，报45858.52点；纳指跌138.78点，跌幅为0.63%，报21807.98点；标普500指数跌38.23点，跌幅为0.58%，报6542.77点。 美股主要股指在上一交易日反弹，因市场对美伊冲突可能迎来解决方案重燃希望。 昨日美股开盘前不久，美国总统唐纳德·特朗普在“真相社交”平台上发帖称，美国和伊朗进行了“非常良好且富有成效的对话，旨在全面彻底解决我们在中东的敌对状态”，随后主要股指应声飙升，道指盘中一度上涨超过1100点。油价也有所降温，为股市反弹提供了进一步支撑。 然而，伊朗官方媒体随即报道称，两国之间并未进行直接会谈。这则新闻令美股涨幅收窄。 据一家知名财经媒体援引知情人士报道，在特朗普发表声明之前，美国确实通过中东中间人与伊朗进行了一系列闭门讨论。尽管如此，报道称，阿拉伯调解人对双方迅速达成协议的前景私下表示怀疑，因为双方分歧仍然很大。 此外，可以肯定的是，投资者对结束战争的谈判效果如何越来越感到困惑，因为在美国总统特朗普周一发表评论后， 以色列和伊朗继续相互发动袭击 。 油价周二恢复上涨 ，全球基准布伦特原油期货上涨逾1%，交易价格突破每桶101美元。西德克萨斯中质原油期货上涨3%，突破每桶90美元。 尽管特朗普语气乐观，但花旗集团美国股票策略师斯科特·克罗纳特认为，投资者尚未脱离险境。他表示：“在油价最终将如何波动，以及这些波动如何影响潜在经济状况方面，我们仍有许多工作要做。因此，我们认为目前‘下跌5%到10%’的说法尚可接受，但我们必须警惕，风险依然存在，而且仍然相当显著。” 此前，特朗普在周末曾威胁，如果霍尔木兹海峡不重新开放，将对伊朗发电厂发动袭击。伊朗则回应称，将把美国基础设施作为报复目标。 在周二盘前交易中，阿波罗全球管理公司股价下跌逾3%，此前该公司透露将限制其私募信贷基金的赎回。 责任编辑：张俊 SF065

Carole Munro, 72, from Turriff, Aberdeenshire, said fitness has kept her mobile and strong.

格隆汇3月24日｜据路透，巴基斯坦总理表示，已准备好主持美国和伊朗的会谈，以解决持续不断的冲突。

peeterv/iStock via Getty Images Super Micro Computer ( SMCI ) is a stock I've covered quite a few times. The stock is down hard yet again, as if it just can't catch a break. I wanted to take another look, and while a federal case is not welcome for investors, it ultimately just comes back to the numbers for me. Summary of Previous Thesis When I wrote about SMCI last November , its main problem was its gross margins. Not only that, operating cash flows turned negative as they hurried to accumulate inventory to meet demand, forcing them to raise capital as well. Puzzled by the "strong demand" but worsening margins, I observed: I think it begs the question of why strong demand does not give them more ability to price higher, and maybe it's because they are too low on the rung of AI to do that. Indeed, they were not as dominantly positioned as, say, Nvidia ( NVDA ) with its GPUs or Palantir ( PLTR ) with its AI-driven data analytics. All they really do is mass-produce hardware that supports these things, but clearly it's a very capital-intensive business. I worried that it might be too much so. Suspecting that it could take a long time for margins to improve or for free cash flow to appear, I rated them a Hold. Arrest of Co-Founder SMCI crashed again late last week. This followed an announcement that three individuals, which included an SMCI co-founder, Yih-Shyan Liaw, and an employee, were arrested on charges of smuggling Nvidia chips into China. It should be noted that Super Micro itself was not named or accused in these charges, only the individuals. The company announced it is cooperating with authorities in the investigation. Liaw's resignation also soon followed. SMCI 1M Price History (Seeking Alpha) After trading fairly flat for the past month, mostly around $30 per share, the stock is now down 35% for the past month. This may seem like a sharp reaction to one news story, but the market likely does not view this in isolation. In 2024, SMCI crashed after their ind...

Nasa reports show repeated warnings of close calls before crash that killed two pilots and injured 41 others Sign up for the Breaking News US email to get newsletter alerts in your inbox Pilot safety concerns about New York’s LaGuardia airport were filed to aviation officials months before Sunday’s collision between an airplane and a firetruck left two pilots dead and 41 other people hospitalized. According to the aviation safety reporting system administered by the US space agency Nasa, a pilot using the airport in the summer wrote, “Please do something,” after air traffic controllers failed to provide appropriate guidance about multiple nearby aircraft. Continue reading...

Vonage , part of Ericsson ( NASDAQ: ERIC ) on Tuesday said it launched a native integration of its Vonage Contact Center (VCC) with ServiceNow Voice, embedding real-time voice and AI capabilities into ServiceNow Customer Service Management and IT Service Management workflows. The integration allows live calls to trigger incident updates, automate workflows, and feed structured voice data directly into ServiceNow records, enhancing generative AI tools and improving agent productivity. Vonage said the solution aims to streamline case progression, reduce manual effort, and provide a unified experience for enterprise customer service and IT support teams. ERIC -1.06% premarket to $11.2. Source: Press Release More on Telefonaktiebolaget LM Ericsson, ServiceNow ServiceNow: Enterprise Stickiness Will Not Be Threatened After AI Integration Software Has Crashed, Now Is The Time To Buy ServiceNow (Upgrade) ServiceNow Casts The AI Doomsday Narrative Out Of The Window (Rating Upgrade) Enterprise software joins Monday's rally, with Palantir and AppLovin leading Notable analyst calls this week: ServiceNow, Qualcomm and Eli Lilly among top picks

格隆汇3月24日｜以官员称美伊达成协议的可能性“微乎其微”，美股三大指数集体低开，纳指跌0.63%，标普500指数跌0.6%，道指跌0.78%。 理想汽车涨超4%，董事会批准10亿美元的股票回购计划。 杰富瑞涨近5%，据报日本三井住友金融集团正在制定收购该投行的计划。 Ares Management跌超4%，阿波罗全球管理跌3.6%，此前均宣布限制旗下基金赎回。 (格隆汇)

(RTTNews) - Polyrizon Ltd. (PLRZ), an Israeli pre-clinical stage biotechnology company, on Tuesday, signed a non-binding memorandum of understanding to acquire up to a 20% stake in a developer of eVTOL, Colugo Systems Ltd., from two shareholders.