文章提及标的 龙净环保 -- 龙净环保（600388）公告，2025年营业收入118.72亿元，同比增长18.49%；净利润11.12亿元，同比增长33.95%。公司2025年度利润分配预案为：拟向实施权益分派股权登记日可参与分配的股东，每10股派发现金红利3.8元(含税)，本年度不进行资本公积转增股本。

港股連跌第二日。恒生指數全星期下跌188點，連跌三個星期。 國際油價高企，繼續影響投資氣氛。大市低開163點後曾經倒升，但很快掉頭向下，午市一度跌至25,100點水平。收市下跌223點，報25,277點。成交3,425億元。全日「北水」淨流出達210億元。 光大證券國際證券策略師伍禮賢說：「近段時間市場受制於中東局勢發展，另一方面受制業績數據所影響，暫時港股繼續維持，區間上落趨勢較明顯。向下繼續看港股以25,000點作為短線支持；向上雖然港股曾短暫上試26,000點，反而，26,300點會是較明顯的阻力位。」 上季業績倒退的阿里巴巴，下跌百分之6。 小米未來三年，將在人工智能領域投入超過600億元人民幣，股價回吐百分之8。是表現最差的藍籌。 旗下極氪新車型預售理想，吉利上升百分之6。 李寧業績好過市場預期，股價上升百分之8。 寧德時代直逼700元，創新高。 石油股繼續有支持，中海油和中石油升百分之1至2。 金礦股繼昨日急挫後個別發展，紫金黃金國際反彈半成。

港股連跌第二日。恒生指數全星期下跌188點，連跌三個星期。 國際油價高企，繼續影響投資氣氛。大市低開163點後曾經倒升，但很快掉頭向下，午市一度跌至25,100點水平。收市下跌223點，報25,277點。成交3,425億元。全日「北水」淨流出達210億元。 光大證券國際證券策略師伍禮賢說：「近段時間市場受制於中東局勢發展，另一方面受制業績數據所影響，暫時港股繼續維持，區間上落趨勢較明顯。向下繼續看港股以25,000點作為短線支持；向上雖然港股曾短暫上試26,000點，反而，26,300點會是較明顯的阻力位。」 上季業績倒退的阿里巴巴，下跌百分之6。 小米未來三年，將在人工智能領域投入超過600億元人民幣，股價回吐百分之8。是表現最差的藍籌。 旗下極氪新車型預售理想，吉利上升百分之6。 李寧業績好過市場預期，股價上升百分之8。 寧德時代直逼700元，創新高。 石油股繼續有支持，中海油和中石油升百分之1至2。 金礦股繼昨日急挫後個別發展，紫金黃金國際反彈半成。

monkeybusinessimages/iStock via Getty Images Overview We are currently experiencing a very unique dynamic in the markets. Equities are seeing elevated levels of volatility due to the mounting threat of AI and the potential escalation of global conflict. During periods of uncertainty, debt markets typically serve as a hedge so that investors can preserve capital and collect income. However, the debt markets have also continued to deteriorate due to the elevated interest rate environment. The abrdn Income Credit Strategies Fund ( ACP ) continues to erode investor capital, so I wanted to provide an update on the fund's value proposition and outlook for 2026. Looking at the performance over the last twelve months, we can see that ACP's share price has declined by nearly 10.2%. As the debt markets continue to deteriorate, I worry that there is more downside risk for investors. When including all distributions that were paid out to investors, the total return jumps up to 5.7% over the same time frame. ACP now offers investors a starting dividend of 17.5%, but I believe that the payouts need to be reduced in order to slow the rate of NAV deterioration. Data by YCharts When I previously covered ACP, I issued a hold rating due to the discounted valuation but inconsistent earnings. Unfortunately, it doesn't seem like there are any short-term catalysts that will improve performance, and I believe there are continued risks that investors should be aware of. For instance, the Fed may decide to keep rates elevated, and this has the potential to accelerate the amount of borrower defaults in the market. As defaults increase, ACP's earnings will decrease and cause the NAV to fall further. Fund Strategy According to the fund's fact sheet , ACP has total managed assets of $1B that are spread across a diverse range of income-producing securities. Unlike traditional equities, ACP doesn't rely on the earnings growth of its positions to provide value. Instead, ACP is investing in debt sec...

中芯國際(00981)出現大手賣出18.35萬股，成交價$58.8，涉資1.079千萬 aastocks.com

3月20日，上海前滩香格里拉的会场里，一种久违的、属于“技术派”的兴奋感重新回到了电商圈。 阿里妈妈发布了名为“AI万相”的超级经营智能体引擎。如果用一句话概括这背后的野心，那便是：阿里妈妈正在试图用一种“多智能体协同”的新范式，重塑AI时代的经营。 就在半年前，行业还在讨论AI如何生成一张海报、写一段文案；而今天，阿里妈妈给出的答案是——AI要直接交付生意，“确定性”生意。 这不禁让人联想到最近钉钉发布的“悟空”智能体：在协同办公领域，AI正在从一个“对话框”变成一个能跑通流程的“数字员工”。而阿里妈妈的“AI万相”，则是把类似的逻辑嵌入到了更瞬息万变的商业博弈场。 01. 搜索框革命：当商业决策走向“意图截击” 长期以来，电商经营的竞争维度几乎是固定的。商家买关键词、抢坑位、卷ROI。但这套逻辑已不适应AI时代。 原因很简单，消费者的决策路径变了。他们在进行搜索时，不再仅仅是输入一个“关键词”，更是在表达一种“生活意图”。当一个用户搜索“下周去三亚穿什么”时，她需要的不是一件“真丝碎花裙”，而是一个“海边度假的审美方案”。 这就是阿里妈妈的LMA大模型与AI万相的底层关系：LMA是深藏于引擎盖下的“超级大脑”，它负责理解这些模糊的语义；而AI万相，则是那个能听懂指令、并像“大龙虾（OpenClaw）”一样迅速执行任务的超级经营分身。 这种范式的跃迁，在ubras的案例中表现得尤为犀利。 传统的内衣赛道是极其内卷的位置博弈，商家盯着“内衣”、“无痕”等有限的关键词厮杀。但在AI 万相的驱动下，ubras完成了一次从“卖货”到“交付意图解决方案”的跳跃。 第一步，“万相智识”（意图识别Agent）并没有死守内衣类目，而是敏锐地捕捉到了C端的模糊意图。比如用户在问：“换季皮肤太干了怎么办？”或者“推荐出差轻便神器”。 第二步，核心进阶出现了，“万相智品”（商品理解Agent）。AI不再只是看SKU名称，而是深度扫描了ubras“小奶皮”系列的产品详情、实验报告甚至专利，将这款内衣从类目中“解构”，提取出“微胶囊护肤”、“2.5倍高倍锁水”等底层基因。 至此，资产重塑完成：ubras 小奶皮从单纯的内衣，进化为呵护皮肤的穿戴品。 之后，由“万相智造”（创意生成Agent）和“万相智投”（投放优化Agent）发起跨维度链接。当用户搜索皮肤护理品时、搜索职场通勤穿搭、甚至搜...

格隆汇3月20日｜据媒体消息，特朗普政府正在考虑占领或封锁伊朗哈尔格岛，以施压伊朗重新开放霍尔木兹海峡。美股三大股指期货跌幅扩大，纳指期货跌0.54%，标普500指数期货跌0.39%。

科威特米纳艾哈迈迪炼油厂周五再次遭到袭击，部分装置停产。该炼油厂前一日也遭到袭击，中东地区的能源基础设施相继遭到攻击。 据科威特媒体KUNA报道，该工厂多次遭到无人机袭击，部分设备起火。该炼油厂日产能为34.6万桶。 KUNA报道称，消防和应急救援队已赶赴现场扑灭火灾。目前尚无人员伤亡报告。 周四米纳艾哈迈迪炼油厂的一个运行装置，以及日处理能力为45.4万桶的米纳阿卜杜拉炼油厂的其他装置遭到袭击，引发的火情随后都被扑灭。一名知情人士周四表示，其中一座设施已恢复正常运作，另一座因原油产量削减而原本处于停产状态，但未进一步说明细节。 由于通过霍尔木兹海峡的出口仍受阻，科威特的原油产量已较上月的每日260万桶减少至少一半。 责任编辑：刘明亮

据AXIOS网站消息，特朗普政府正在考虑占领或封锁伊朗哈尔格岛，以施压伊朗重新开放霍尔木兹海峡。美股三大股指期货跌幅扩大，纳指期货跌0.54%，标普500指数期货跌0.39%。 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。

格隆汇3月20日｜瑞银预计，英国央行将于2026年11月和2027年2月各降息25个基点，而此前的预测为2026年4月和7月降息。

安杰尼・米达 安杰尼・米达（Anjney Midha）曾是安德森・霍洛维茨（a16z）普通合伙人，也是 Anthropic 的早期个人投资人。据我的同事凯蒂报道，他终于准备公开披露其备受期待的 AI 基础设施创业项目，此前他曾试图为此募集超 100 亿美元资金。 米达表示，这家名为 AMP 的新公司正在打造一张 “AI 算力电网”，其模式类似于由中央电网统一调度供电的体系，将彻底改变 AI 开发者获取稀缺服务器资源的方式。（AMP 这一名称恰取自电流计量单位 “安培”。） 在英伟达 GTC 大会上与米达深入交流后，我意识到他正在推进一个酝酿数年的理念： AI 算力资源应像公共电力一样售卖 ，从而实现更低成本、更广覆盖。 OpenAI 首席执行官山姆・奥特曼上周在 贝莱德 基础设施峰会上也谈及这一构想，不过他表示 OpenAI 自身会成为这类资源的供给方。 无论如何，这都将与当前 AI 基础设施的销售模式形成巨大转变！ 在安德森・霍洛维茨任职期间，米达就已搭建了 AMP 的雏形项目 ——Oxygen 算力集群，该项目汇集英伟达芯片供旗下投资组合公司共享使用。由于担忧 AI 算力资源正快速向少数手握大量 GPU 的企业集中，他决定将该项目独立出来，成立 AMP 公司。 目前，英伟达图形处理器（GPU）基本通过长期租赁（预留实例）或按小时租用（竞价实例）两种方式供应，米达认为这种分配方式从根本上缺乏效率。 正如一个世纪前电网成为企业共享稀缺电力的关键设施，AMP 希望为有服务器需求的 AI 开发者提供同样的共享模式。米达的设想是，AI 开发者无需各自采购、运维基础设施 —— 无论是向云厂商或芯片企业租赁还是购买 —— 转而使用一套更高效的共享系统。 他不愿透露 AMP 的其他合作方，无论是服务器供应商还是算力使用方，但表示顶尖研究实验室与云厂商已参与该项目。 他并未披露 AMP 的商业模式。与自建并运营数据中心不同，AMP 将推出一款应用， 连接服务器供给方与有需求的 AI 开发者 。米达将其比作电力系统中的独立系统运营商 —— 这类机构未必拥有底层基础设施，却负责统筹供需调度。 为此，AMP 正在开发一套软件，用于在 AI 开发者间分配共享算力池，并调度不同计算任务的运行时间与节点。但 AMP 不会按小时出租 GPU，也不直接向 AI 开发者收取费用。 不止于 GPU ...

Devon Energy (DVN +1.33%) has surged 26% year-to-date and 37% over the past year, and the all-stock merger with Coterra Energy (CTRA +1.34%) announced February 2, 2026, is not slowing that momentum; it is accelerating it. The catalyst: A deal that changes the math Since the merger announcement, Devon shares have risen 15% and Coterra shares 16%. That is the market pricing in a deal it believes in. The structure is straightforward: Devon shareholders retain approximately 54% of the combined entity, Coterra shareholders get 46%, and the combined company immediately becomes the premier independent shale operator in America with a dominant position in the Delaware Basin. Expand NYSE : CTRA Coterra Energy Today's Change ( 1.34 %) $ 0.45 Current Price $ 33.92 Key Data Points Market Cap $26B Day's Range $ 33.57 - $ 34.66 52wk Range $ 22.33 - $ 34.67 Volume 131 Avg Vol 11M Gross Margin 34.40 % Dividend Yield 2.60 % Devon's Q4 2025 results gave investors a clean foundation to build on. The company produced 390,000 barrels of oil per day, exceeding the top end of its own guidance, while capital spending of $883 million came in 4% below midpoint guidance. Free cash flow hit $702 million for the quarter, up 12.86% year-over-year. Mizuho reaffirmed its Outperform rating following the print. Devon CEO Clay Gaspar called it plainly: "This advantaged platform will deliver higher free cash flow and enhanced shareholder returns, well beyond what either company could achieve on its own." Expand NYSE : CTRA Coterra Energy Today's Change ( 1.34 %) $ 0.45 Current Price $ 33.92 Key Data Points Market Cap $26B Day's Range $ 33.57 - $ 34.66 52wk Range $ 22.33 - $ 34.67 Volume 131 Avg Vol 11M Gross Margin 34.40 % Dividend Yield 2.60 % The forward driver: Oil at $94 and $1 billion in synergies WTI crude has surged from $65.10 on February 26 to effectively $100 a barrel today.-a $34 move in a bit over two weeks. That price sits well above the moderate planning scenarios both companies built th...

Key Points The all-stock DVN–CTRA merger creates a Delaware Basin heavyweight with targeted synergies that could meaningfully lift free cash flow by 2027. A higher expected dividend and a post-close buyback authorization are central to the bull case, alongside contracted natural-gas demand that could help smooth volatility. 10 stocks we like better than Coterra Energy › Devon Energy (NYSE: DVN) has surged 26% year-to-date and 37% over the past year, and the all-stock merger with Coterra Energy (NYSE: CTRA) announced February 2, 2026, is not slowing that momentum; it is accelerating it. The catalyst: A deal that changes the math Since the merger announcement, Devon shares have risen 15% and Coterra shares 16%. That is the market pricing in a deal it believes in. The structure is straightforward: Devon shareholders retain approximately 54% of the combined entity, Coterra shareholders get 46%, and the combined company immediately becomes the premier independent shale operator in America with a dominant position in the Delaware Basin. 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 » Devon's Q4 2025 results gave investors a clean foundation to build on. The company produced 390,000 barrels of oil per day, exceeding the top end of its own guidance, while capital spending of $883 million came in 4% below midpoint guidance. Free cash flow hit $702 million for the quarter, up 12.86% year-over-year. Mizuho reaffirmed its Outperform rating following the print. Devon CEO Clay Gaspar called it plainly: "This advantaged platform will deliver higher free cash flow and enhanced shareholder returns, well beyond what either company could achieve on its own." The forward driver: Oil at $94 and $1 billion in synergies WTI crude has surged from $65.10 on February 26 to effectively $100 a barrel today.-a $34 move in a b...

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Oracle (ORCL 3.75%) investors got some hopeful news last week after the company released its fiscal 2026 third-quarter results (for the three months ended Feb. 28). Shares of the tech giant rose more than 9% on March 11, the day after the release. It's worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle's beat-and-raise quarterly report. Let's see what worked for Oracle last quarter. Then, let's take a closer look at its valuation to find out if it's too late to invest in this AI stock that has the potential to soar impressively for the rest of the year. Oracle is being smart with its AI hardware spending Oracle's quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company's non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company's cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle's cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion. RPO is a forward-looking revenue metric that refers to contracts the company has yet to fulfill. The massive increase in the RPO last quarter suggests that Oracle's future revenue pipeline is stronger than before, as more companies look to run AI workloads on its cloud infrastructure. Expand NYSE : ORCL Oracle Today's Change ( -3.75 %) $ -5.84 Current Price $ 149.68 Key Data Points Market Cap $430B Day's Range $ 147.95 - $ 153.25 ...

TLDR Evercore ISI reiterates an Outperform rating and $285 price target on Amazon (AMZN) AWS revenue projected at $163B in 2026 (27% growth) and $214B in 2027 (31% growth) Amazon named Evercore’s #1 large-cap long idea for 2026, with stock trading near a 3-year P/E low Total Amazon revenue and operating income estimates raised 2–3%, sitting 4–5% above Street consensus Capex expected to reach ~$250B by 2027, with ~$10B in free cash flow losses projected each year 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Evercore ISI analyst Mark Mahaney reiterated an Outperform rating on Amazon.com (AMZN) on Wednesday, keeping his $285 price target in place. The stock currently trades around $208.76, which implies roughly 37% upside to that target. Amazon.com, Inc., AMZN Mahaney named Amazon his “#1 large-cap long idea for 2026,” citing valuation, cloud growth, and newer business initiatives as key reasons for his confidence. The call came after a fresh review of Amazon Web Services, the company’s cloud division. Evercore now projects AWS revenue will hit $163 billion in 2026, up 27% year-over-year, and climb to $214 billion in 2027, reflecting 31% growth. On the margin side, Evercore sees AWS operating margins at 34% in 2026, dipping slightly to 32% in 2027. These are healthy numbers and reflect the continued scale of the cloud business. Evercore also lifted its broader Amazon estimates. Revenue and operating income forecasts were raised by 2–3%, putting them 4–5% above current Wall Street consensus. That’s a meaningful gap. Valuation and Upside Case One of Mahaney’s central arguments is that Amazon is cheap right now — at least by its own historical standards. The stock is trading near a three-year trough on a price-to-earnings basis, with a current P/E of 29.11 and a PEG ratio of 0.98. That PEG number suggests the market may not be fully pricing in...

小鵬汽車-W：截至2025年12月31日止年度之全年業績公告 富途牛牛

New Mexico Educational Retirement Board lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 212,080 shares of the information services provider's stock after selling 10,300 shares during the period. Alphabet accounts for approximately 1.6% of New Mexico Educational Retirement Board's portfolio, making the stock its 9th biggest holding. New Mexico Educational Retirement Board's holdings in Alphabet were worth $51,652,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new position in Alphabet in the 3rd quarter valued at about $31,000. Manning & Napier Advisors LLC acquired a new position in shares of Alphabet in the third quarter valued at approximately $32,000. Tripletail Wealth Management LLC acquired a new position in shares of Alphabet in the third quarter valued at approximately $40,000. University of Illinois Foundation purchased a new position in shares of Alphabet during the second quarter valued at approximately $31,000. Finally, Retirement Wealth Solutions LLC lifted its stake in shares of Alphabet by 145.0% during the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock valued at $48,000 after buying an additional 116 shares during the period. Hedge funds and other institutional investors own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Analyst Ratings Changes Several analysts have commented on the stock. JPMorgan Chase & Co. lifted their target price on shares of Alphabet from $385.00 to $395.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Piper Sandler reissued an "overweight" rating and set a $395.00 price target on shares o...

IFP Advisors Inc reduced its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 12.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 145,673 shares of the chip maker's stock after selling 21,388 shares during the period. IFP Advisors Inc's holdings in Intel were worth $4,887,000 as of its most recent filing with the Securities and Exchange Commission. Get Intel alerts: Sign Up A number of other hedge funds have also modified their holdings of INTC. Corundum Trust Company INC acquired a new stake in Intel in the 3rd quarter valued at $29,000. Provenance Wealth Advisors LLC grew its position in Intel by 89.2% in the third quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock valued at $32,000 after acquiring an additional 446 shares during the period. GoalVest Advisory LLC acquired a new position in Intel during the third quarter worth $34,000. Strengthening Families & Communities LLC acquired a new position in Intel during the third quarter worth $33,000. Finally, Global Wealth Strategies & Associates lifted its holdings in shares of Intel by 214.5% during the third quarter. Global Wealth Strategies & Associates now owns 1,173 shares of the chip maker's stock valued at $39,000 after acquiring an additional 800 shares during the period. 64.53% of the stock is owned by institutional investors and hedge funds. Analyst Ratings Changes Several equities research analysts have recently commented on INTC shares. Citic Securities upgraded shares of Intel from a "hold" rating to a "buy" rating and boosted their target price for the company from $38.90 to $60.30 in a research note on Monday, January 26th. HSBC upgraded shares of Intel from a "reduce" rating to a "hold" rating and increased their target price for the stock from $26.00 to $50.00 in a research report on Tuesday, January 20th. TD Cowen boosted their price target on shares of Intel from ...

IFP Advisors Inc raised its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 9.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 88,785 shares of the information services provider's stock after acquiring an additional 7,436 shares during the quarter. Alphabet makes up about 0.6% of IFP Advisors Inc's portfolio, making the stock its 29th biggest position. IFP Advisors Inc's holdings in Alphabet were worth $21,634,000 as of its most recent filing with the Securities and Exchange Commission. Get Alphabet alerts: Sign Up A number of other institutional investors and hedge funds have also made changes to their positions in GOOG. Brighton Jones LLC raised its holdings in Alphabet by 5.6% in the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock worth $22,901,000 after purchasing an additional 6,410 shares in the last quarter. LSV Asset Management lifted its position in shares of Alphabet by 200.0% during the second quarter. LSV Asset Management now owns 840 shares of the information services provider's stock valued at $149,000 after buying an additional 560 shares during the last quarter. Ensign Peak Advisors Inc boosted its holdings in shares of Alphabet by 8.6% in the 2nd quarter. Ensign Peak Advisors Inc now owns 3,882,633 shares of the information services provider's stock valued at $688,740,000 after buying an additional 306,204 shares in the last quarter. GDS Wealth Management grew its position in shares of Alphabet by 2.4% in the 2nd quarter. GDS Wealth Management now owns 2,325 shares of the information services provider's stock worth $412,000 after buying an additional 54 shares during the last quarter. Finally, PKS Advisory Services LLC grew its position in shares of Alphabet by 1.7% in the 2nd quarter. PKS Advisory Services LLC now owns 7,101 shares of the information services provider's stock worth $1,26...

New Mexico Educational Retirement Board trimmed its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 126,600 shares of the electric vehicle producer's stock after selling 3,900 shares during the quarter. Tesla accounts for 1.7% of New Mexico Educational Retirement Board's holdings, making the stock its 8th largest holding. New Mexico Educational Retirement Board's holdings in Tesla were worth $56,302,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also made changes to their positions in TSLA. Narwhal Capital Management boosted its position in Tesla by 32.8% during the 3rd quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer's stock valued at $4,232,000 after acquiring an additional 2,350 shares in the last quarter. Gamco Investors INC. ET AL raised its position in shares of Tesla by 29.6% in the 3rd quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer's stock worth $14,487,000 after acquiring an additional 7,446 shares in the last quarter. Norges Bank bought a new position in shares of Tesla in the 2nd quarter worth $11,839,824,000. China Universal Asset Management Co. Ltd. lifted its stake in shares of Tesla by 8.8% during the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer's stock worth $21,571,000 after purchasing an additional 3,935 shares during the last quarter. Finally, Ashton Thomas Private Wealth LLC boosted its position in Tesla by 26.0% during the third quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer's stock valued at $8,019,000 after purchasing an additional 3,724 shares in the last quarter. Institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up I...

Stillwater Wealth Management Group bought a new stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 16,232 shares of the information services provider's stock, valued at approximately $3,953,000. Alphabet comprises about 2.8% of Stillwater Wealth Management Group's investment portfolio, making the stock its 14th largest position. Get Alphabet alerts: Sign Up A number of other large investors also recently added to or reduced their stakes in GOOG. Norges Bank acquired a new stake in shares of Alphabet in the second quarter valued at $4,298,572,000. JPMorgan Chase & Co. lifted its stake in Alphabet by 8.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider's stock worth $24,240,469,000 after acquiring an additional 7,904,434 shares in the last quarter. Assenagon Asset Management S.A. boosted its holdings in Alphabet by 73.5% during the 3rd quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider's stock valued at $2,388,775,000 after acquiring an additional 4,154,929 shares during the period. Laurel Wealth Advisors LLC boosted its holdings in Alphabet by 17,547.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider's stock valued at $731,331,000 after acquiring an additional 4,099,366 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its position in Alphabet by 330.4% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,989,463 shares of the information services provider's stock valued at $707,691,000 after acquiring an additional 3,062,590 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds. Wall Street Analysts Forecast Growth GOOG has been the topic of a number of rece...

Groupama Asset Managment cut its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 25.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 49,947 shares of the chip maker's stock after selling 17,260 shares during the period. Groupama Asset Managment's holdings in Intel were worth $1,676,000 as of its most recent SEC filing. Get Intel alerts: Sign Up Other hedge funds also recently added to or reduced their stakes in the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna acquired a new position in shares of Intel in the second quarter valued at approximately $28,000. Corundum Trust Company INC acquired a new stake in shares of Intel during the third quarter worth $29,000. Provenance Wealth Advisors LLC grew its position in Intel by 89.2% in the 3rd quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock valued at $32,000 after buying an additional 446 shares during the last quarter. Strengthening Families & Communities LLC purchased a new position in Intel in the 3rd quarter valued at $33,000. Finally, GoalVest Advisory LLC acquired a new position in Intel in the 3rd quarter valued at $34,000. 64.53% of the stock is owned by institutional investors and hedge funds. More Intel News Here are the key news stories impacting Intel this week: Analyst Upgrades and Downgrades A number of equities analysts have commented on INTC shares. DA Davidson upgraded shares of Intel to a "hold" rating in a research report on Friday, February 13th. Morgan Stanley lifted their target price on shares of Intel from $38.00 to $41.00 and gave the company an "equal weight" rating in a report on Friday, January 23rd. Roth Mkm boosted their price target on shares of Intel from $40.00 to $50.00 and gave the stock a "neutral" rating in a research note on Friday, January 23rd. Rosenblatt Securities increased their price target on shares of Intel from $2...

小鵬汽車-W(09868)2025年度股東應占淨虧損爲11.4億元，同比收窄80.3% 作者 智通財經 hk.investing.com

由于欧洲电力市场约60%的时间由天然气定价，这种高度耦合使得欧洲在能源危机面前比亚洲和美国更加脆弱。 19日，中东多国报告其能源设施遭伊朗导弹和无人机袭击。这引发了全球市场对供应短缺的强烈担忧，也让欧盟或将面临更为长期的能源价格冲击。 受此影响，3月19日天然气价格飙升至三年来的最高点，欧洲天然气基准价格（Dutch TTF Natural Gas）收于每兆瓦时61.852欧元，过去一个月内的累计涨幅已超过93%。与此同时，原油市场同样反应剧烈，截至发稿时，布伦特原油（Brent Oil）价格已攀升至103.77美元/桶，单月涨幅高达46.76%。 在19日举行的欧洲理事会上，欧盟成员国领导人对此表示关切。意大利总理梅洛尼警告称，当前的能源形势极其严峻；法国总统马克龙也表示，如果生产能力本身遭到破坏，局势带来的影响将会更加持久。荷兰首相杰滕也称，若针对能源设施的攻击无法停止，“全球受到的影响将会或可能变得非常严重。” 意大利经济与财政部前首席经济学家、伦敦政治经济学院欧洲研究所实践访问教授科多尼奥（LorenzoCodogno）对第一财经记者称，冲突的持续时间和强度将是决定最终影响的关键。若能源价格飙升仅持续数周，或许无须大幅调整货币政策，价格能在夏末或年底恢复正常，但从目前的地缘政治逻辑来看，这种期待恐怕只是“一厢情愿”。 “虽然今天的欧元区由于供应来源更加多样化，在应对能源冲击方面准备充分，但此次能源价格冲击比俄乌冲突期间（当时主要涉及天然气）更迅速、更严重且范围更广 ， 对通胀的影响仍可能非常剧烈。”他称。 能源危机笼罩的阴影 据央视新闻报道，本月初，卡塔尔能源公司宣布，由于公司旗下两处能源设施当天遭到来自伊朗的无人机袭击，决定暂停生产液化天然气。卡塔尔天然气储量居全球第三，是全球最重要的天然气生产国之一。 雪上加霜的是，本周该基地在弹道导弹袭击中遭受了“进一步的广泛破坏”。卡塔尔能源公司首席执行官卡比（Saad Sherida al-Kaabi）19日发出警告，称设施的损坏可能需要三到五年才能修复，并表示比利时和意大利将受到影响，因为该公司不再能够完全履行其合同规定的生产义务。 这种供应端的剧烈收缩正在引发一系列经济连锁反应。欧洲央行预测，长期的供应中断可能将欧元区通胀率推升至6.3%，并触发短期经济衰退。欧盟委员会的数据则显示，仅在过去两周内，飙升的物价已...

短期避免盲目抄底。 在经历年初快速上涨后，黄金市场近期进入明显调整阶段。3月下旬，国际金价在4600美元/盎司附近震荡，本月累计跌幅已超过10%。 伴随价格波动加剧，银行端风险控制明显趋严，代理贵金属业务进入加速收缩通道。近期，多家商业银行密集发布公告，对贵金属业务进行系统性调整，涉及上调保证金比例、限制交易权限、暂停新开仓、加快解约销户，甚至直接退出业务。 业内人士称，在利率预期重塑与资金流向变化的共同作用下，黄金市场与银行渠道同步进入调整期，风险偏好与资产配置逻辑正面临再评估。 银行加速收紧贵金属业务 金价震荡背景下，多家商业银行同步收紧代理贵金属业务。3月19日，现货黄金盘中一度跌破4600美元/盎司关口，市场波动明显加剧；20日，国际金价延续震荡走势。在此背景下，多家银行集中发布公告，上调保证金比例、推进解约销户，甚至直接退出相关业务。 具体来看，邮储银行3月17日公告称，将停办代理上海黄金交易所个人贵金属交易业务，并要求客户在限定时间内完成平仓或卖出操作，否则将采取强制平仓并关闭账户权限。同日，民生银行再次提示客户尽快完成解约，延续该银行此前已启动的压降节奏。 更早之前，平安银行已明确将自2026年4月起逐步退出该业务；兴业银行则对渠道进行收缩，关闭部分线上交易入口，仅保留柜面及手机银行操作。与此同时，部分银行通过提高交易门槛、扩大点差、压缩额度等方式“变相降温”，降低客户交易频率。 事实上，自2025年四季度以来，已有包括股份行、城商行在内的十余家银行陆续调整贵金属业务。部分银行暂停新客户开户，部分银行限制买入方向，部分对存量客户实施分阶段清退。 除交易类业务外，风险较低的积存金业务也被不断收紧。部分银行通过设置单日申购上限、动态调整买卖价差等方式加强风控，整体策略明显趋紧。 市场波动成为银行密集收缩贵金属业务的“催化剂”。苏商银行特约研究员武泽伟表示，近期金价剧烈震荡，个人投资者更易出现追涨杀跌行为，放大潜在风险；叠加监管持续强化投资者适当性管理与风险揭示要求，银行主动收缩业务边界成为必然选择。 波动行情下，贵金属业务风险与收益的不匹配也在逐步显性化。一方面，代理贵金属业务尤其是带杠杆的延期交易，存在穿仓风险。“在极端行情下，客户保证金不足可能导致亏损扩大，银行作为清算与通道方需承担垫付责任，风险敞口被动放大。”银行人士对记者表示。 另一方面，上述人士...

小鵬汽車-W(09868)2025年度股東應占淨虧損爲11.4億元，同比收窄80.3% 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

恆瑞醫藥(600276.SH)：1類創新藥注射用瑞康曲妥珠單抗(SHR-A1811)新增適應症獲得藥品註冊批准作者智通財經 Investing.com 香港 - 股市報價& 財經新聞

法院查明其受贿始于2006年合肥市委副书记、市长任上，此后18年间为他人在项目规划审批、土地性质变更、企业经营等事项上提供帮助收了1.27亿余元 【财新网】 辗转皖渝晋三省，从合肥市长累迁至正省级的吴存荣一审被判无期徒刑。3月20日，新华社报道称，北京二中院一审宣判山西省政协原主席吴存荣受贿案，对吴存荣以受贿罪判处无期徒刑，剥夺政治权利终身，并处没收个人全部财产；对追缴在案的吴存荣受贿所得及孳息依法上缴国库，不足部分继续追缴。 吴存荣的受贿行为始于2006年其任合肥市委副书记、市长任上。法院经审理查明：2006年至2024年，吴存荣利用担任安徽合肥市委副书记、市长，省委常委、合肥市委书记，省委常委、副省长，重庆市委常委、副市长，市委副书记，市人大常委会党组副书记、副主任，山西省政协党组书记、主席等职务上的便利，为他人在项目规划审批、土地性质变更、企业经营等事项上提供帮助，直接或通过他人非法收受财物共计折合人民币1.27亿余元。