Mirabella Financial Services LLP grew its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 108.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,786 shares of the electric vehicle producer's stock after acquiring an additional 4,578 shares during the quarter. Mirabella Financial Services LLP's holdings in Tesla were worth $3,900,000 as of its most recent filing with the Securities & Exchange Commission. Get Tesla alerts: Sign Up A number of other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new position in Tesla during the second quarter worth $11,839,824,000. Holocene Advisors LP grew its holdings in shares of Tesla by 132.2% during the third quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer's stock valued at $2,738,141,000 after buying an additional 3,505,000 shares during the last quarter. Amundi increased its position in shares of Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after acquiring an additional 3,422,270 shares in the last quarter. Jennison Associates LLC raised its holdings in shares of Tesla by 38.3% in the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock worth $4,851,747,000 after acquiring an additional 3,021,550 shares during the last quarter. Finally, Capital World Investors lifted its position in Tesla by 5.8% in the 3rd quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares in the last quarter. 66.20% of the stock is owned by institutional investors and hedge funds. Tesla Price Performance Shares of NASDAQ TSLA opened at $380.24 on Friday. The company has a market...

Mirabella Financial Services LLP increased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 135.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 26,063 shares of the enterprise software provider's stock after acquiring an additional 15,009 shares during the quarter. Mirabella Financial Services LLP's holdings in Oracle were worth $7,322,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up Several other institutional investors also recently bought and sold shares of the stock. Winnow Wealth LLC bought a new position in shares of Oracle during the 2nd quarter valued at about $28,000. FSA Wealth Management LLC purchased a new position in shares of Oracle during the third quarter valued at about $28,000. Kilter Group LLC bought a new stake in shares of Oracle in the second quarter worth about $30,000. Darwin Wealth Management LLC lifted its position in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 65 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 50 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors. Analyst Ratings Changes ORCL has been the subject of several research analyst reports. BMO Capital Markets cut their price target on Oracle from $205.00 to $200.00 and set an "outperform" rating for the company in a report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft decreased their price objective on Oracle from $375.00 to $300.00 and set a "buy" rating on the stock in a report on Monday, March 9th. Monness Crespi & Hardt reiterated a "hold" rating on...

Unilever, the owner of Marmite, Dove and Hellmann’s mayonnaise, is in talks to combine its food business with the US-based spice and seasoning maker McCormick. The Anglo-Dutch food company – which last year spun off its ice-cream division, the home to Ben & Jerry’s, Magnum and Wall’s – has entered discussions over the future of the “highly attractive” business. Unilever is valued at almost £100bn, and its food unit, which includes brands such as Knorr, could be worth tens of billions of pounds. McCormick, which owns brands including French’s yellow mustard, Old Bay seasoning and Cholula hot sauce, is valued at about $15bn (£11bn). “Unilever confirms that it has received an inbound offer for its foods business and is in discussions with McCormick & Company,” the Marmite maker said in a statement. “The board believes foods is a highly attractive business, with a strong financial profile led by market-leading brands in growing categories and is confident in the future of the foods business as part of Unilever. There can be no certainty that any transaction will be agreed.” The companies are exploring an all-stock deal and if an agreement can be reached it would leave Unilever focused on beauty, personal care and home products. Earlier this year, Fernando Fernández, the chief executive of Unilever, said that the company was looking to shift away from food. “We are really shifting our portfolio into more beauty, more wellbeing, more personal care,” he told a conference in New York. It was reported this week that Unilever had previously held talks with Kraft Heinz to combine their food operations. Over the past decade the company has sold off its spreads business, which included brands such as Flora and I Can’t Believe It’s Not Butter, in 2017; most of its tea business, including Lipton, PG Tips and Tazo, was sold in 2022 before last year’s listing of the ice-cream business. Unilever has also disposed of brands including The Vegetarian Butcher and the healthy snacking bra...

BlackJack3D/iStock via Getty Images Bitcoin ( BTC-USD ) stabilized after a 19% drawdown as futures leverage cooled, options demand for downside protection hit cycle highs, and miner selling stayed contained. Please note that VanEck has exposure to bitcoin. Bitcoin ChainCheck Monthly Dashboard and Highlights Source: Artemis XYZ, Glassnode as of 3/13/2026. Past performance is not a guarantee of future results. Not intended as a recommendation to buy or sell any securities named herein. 1 30-day change & 365-day change are relative to the 30-day avg, not absolute. Price Action and Volatility Bitcoin markets entered a period of consolidation over the past month as volatility declined and derivatives positioning remained subdued. While spot prices stabilized following the earlier drawdown, the 30-day average BTC price remained 19% below the prior period, reflecting weaker prices earlier in the month. Realized volatility fell sharply from roughly 80 to just above 50, suggesting speculative trading activity cooled significantly during the period. Realized volatility measures actual observed price swings over a given period, as opposed to implied volatility, which reflects the market’s forward-looking expectations. Futures markets show a similar dynamic. Funding rates averaged 2.7%, down from 4.1% the prior month, while average BTC futures open interest declined 1% month-over-month, suggesting leverage remains subdued even as market conditions begin to stabilize. The combination of falling volatility and declining leverage is consistent with a post-stress positioning reset, as traders de-risk and funding premiums normalize. Options Positioning Bitcoin options markets suggest investors remain defensive. Total options open interest rose to $33.4B (+3% m/m), indicating derivatives exposure remains elevated even as futures leverage has cooled. The put/call open interest ratio, which compares the volume of bearish options bets to bullish ones, peaked at 0.84 and averaged 0.77, t...

格隆汇3月20日｜2026年全国群众体育工作会议20日在福建南平召开。国家体育总局群体司司长陈杏年表示，2026年将坚持目标导向和问题导向，不断提升群众赛事活动质量和治理水平，聚焦群众赛事活动组织保障不规范问题，持续推动马拉松等项目赛事规范治理，推动山地越野跑、户外运动、水上运动、航空运动等高危项目建立常态化、系统化监管和治理机制。此外，针对群众赛事活动中存在的组织运营不规范、综合保障不足、过度商业化、不切实际“金元办赛”、锦标主义、赛风赛纪等问题，将制定相应政策措施，完善制度体系，切实加以解决。

联合光电（300691）公告，公司拟以发行股份的方式购买东莞市长益光电股份（600184）有限公司100%股份并募集配套资金。因本次交易方案需要进行调整，根据《深圳证券交易所上市公司重大资产重组审核规则》的相关规定，公司已向深交所申请对本次交易中止审核。本次中止审核预计不会对本次交易的继续推进产生重大不利影响。

今天，沐瞳通过内部信正式宣布，公司已被Savvy Games Group收购。这桩传了很久的收购案，终于落地。以下为内部信全文： 大家好， 最近公司和Savvy Games Group（简称“Savvy”）签署了协议，双方将在未来一段时间内完成交易。交易完成后，沐瞳将成为Savvy的全资子公司。与此同时，沐瞳的管理结构保持不变，沐瞳仍是一家总部位于上海的公司。我本人也将继续担任沐瞳CEO，和管理团队一起继续带领公司向前发展。 这次交易经过了慎重考虑和讨论。“为全球玩家创造激动人心的体验”是沐瞳不变的使命。自2016年上线以来，《决胜巅峰 Mobile Legends: Bang Bang》 受到了很多玩家的喜爱，我们也基于此，打造了专业化、生态丰富的电竞赛事体系。这与Savvy的使命“推动游戏和电竞领域的长期发展和创新”和其电竞规划是相契合的。相信通过和Savvy的合作，沐瞳将迎来更广阔的发展机遇，为更多全球玩家带来更好的游戏体验。 交易完成后，基于历史业绩贡献，我们将为沐瞳的同学们提供多项激励计划，其中包括加速部分历史授予的长期激励的归属和发放。同时也将基于未来的业绩，推出新的有吸引力的激励方案。具体情况会由各Leader及HRBP和大家沟通。 过去两年里，我们取得了不错的成绩。相信我们会一起创造更加美好的未来！ 张云帆 据内部信透露，Savvy已与字节跳动达成最终协议，将以 超60亿美元 的价格收购沐瞳 全部股权 。更值得注意的是，交易完成后， 沐瞳管理结构将保持不变，张云帆继续担任CEO ；与此同时，字节还将为沐瞳员工推出基于历史贡献和后续业绩的多项激励方案。 这意味着，这笔交易不只是价格落锤，也把团队安置、管理权过渡等最关键的问题一并明确了。 对于Savvy来说，沐瞳及《决胜巅峰》背后的东南亚产品与赛事生态，是其补齐亚洲游戏版图的重要拼图；而对字节来说，在持续加码 AI 的背景下，于此时出售沐瞳，也被行业视为一次更明确的战略聚焦。 过去两年，围绕沐瞳出售的消息在行业里反复出现：从字节游戏业务调整后的第一次传闻，到买家、价格、收购范围逐步浮出水面，再到近期关于签约进展的密集消息，外界其实早已拼出了这笔交易的大致轮廓。如今随着内部信官宣，这场持续已久的悬念终于有了答案。 但比“沐瞳被卖了”更值得关注的，是这笔交易背后的两层含义。 其一，这次被出售的，并不是一块等...

宇树科技股份有限公司（以下简称"宇树科技"）日前向上海证券交易所提交科创板上市申请，招股说明书（申报稿）显示，公司拟公开发行不低于4,044.64万股A股，占发行后总股本不低于10%，中信证券担任保荐人。 从财务数据来看，宇树科技业绩呈爆发式增长态势。2025年度，公司实现营业收入170,820.87万元，同比增长335.36%；扣除非经常性损益后归母净利润为6亿元，同比增长674.29%。公司由此跻身为国内极少数同时实现规模收入与实质性盈利的通用机器人企业之一。 公司的市场地位同样引人注目。2025年度，宇树科技人形机器人出货量超5,500台（纯人形，不含轮式双臂机器人），居全球第一；报告期内四足机器人累计销量超30,000台，全球市场份额保持领先。 然而，这一赛道正迎来特斯拉等科技巨头的加速布局，贸易摩擦风险也为其境外收入带来不确定性。本次上市募资总额上限拟达42亿元，将主要投向具身智能模型研发与智能制造基地建设。 业绩高速增长，但非经常项目显著影响净利润 宇树科技的核心财务指标呈现快速跃升。报告期内，公司主营业务收入从2022年的1.21亿元增长至2025年1-9月的11.55亿元，2025年全年进一步攀升至17.08亿元， 两年间实现逾14倍增长。 支撑收入增长的核心引擎已完成明显切换——人形机器人业务从无到有，并迅速超越四足机器人成为第一大收入来源。2025年1-9月，人形机器人收入占主营业务收入比例达51.53%，而两年前这一数字仅为1.88%。四足机器人收入占比则相应从76.57%降至42.25%，但其绝对金额仍在扩张。 盈利质量上，公司强调应以扣非后净利润为核心参考指标。2025年净利润为2.88亿元，但扣非后净利润高达6亿元—— 差距源于公司在该期间一次性确认了3.49亿元股份支付费用（与股权激励平台上海宇翼增资相关）。 这一费用不涉及现金流出，属非经常性损益。 主营业务毛利率方面，公司表现持续改善。2022年至2025年1-9月，主营业务毛利率从44.18%逐步提升至59.45%， 2025年全年（经审阅）为60.27% 。招股书披露，这主要得益于核心部组件自研带来的成本控制优势，以及规模扩张后的采购议价能力提升。 产品矩阵与技术护城河 宇树科技的竞争优势建立在全栈自研技术体系之上。公司坚持对电机驱动、整机机械结构、具身本体智能模型等核心环节进行...

该应用将融合 ChatGPT、Codex 与 Atlas 三大产品 OpenAI 计划打造一款桌面端 “超级应用”，将旗下热门的 ChatGPT 平台、代码智能体 Codex 以及浏览器产品 Atlas 整合为一体。此前，OpenAI 应用业务负责人菲吉・西莫已向员工表示，公司将暂缓推进非面向代码与企业客户的 “副业项目”。 OpenAI 一位发言人透露，西莫将专注于这款 “超级应用” 的销售与营销工作，并主导此次整合调整。OpenAI 总裁格雷格・布罗克曼将协助西莫监管产品及相关组织架构调整事宜。该超级应用还将集成可代用户执行操作的 AI 能力。 西莫在 X 平台发文称：“企业都会经历探索阶段与重新聚焦阶段，两者都至关重要。但当新的业务方向开始见效时，就像我们如今在 Codex 上看到的成果，必须加大投入、避免精力分散。很高兴我们能抓住这一机遇。” 《华尔街曰报》率先报道了这款超级应用的相关细节。本文已更新内容，明确了西莫与布罗克曼的分工。 责任编辑：郭明煜

Phreesia PHR shares soared 5.1% in the last trading session to close at $11.77. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 7.4% loss over the past four weeks. Phreesia scored a strong price increase, driven by investor’s optimism following a recent SEC filling of Pale Fire Capital SE, a major investor, which showed that it has purchased 1,602,505 shares of the company between Mar. 17 and 19, for roughly $18,304,680. Their total holding for this class of stock is now 7,648,829 shares. This developer of health care software is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents a year-over-year change of +181.8%. Revenues are expected to be $126.37 million, up 15.2% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Phreesia, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on PHR going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Phreesia belongs to the Zacks Medical Info Systems industry. Another stock from the same industry, KORU Medical Systems, Inc. KRMD, closed the last trading session 1.2% lower at $4.3. Over the past month, KRMD has returned -7.5%. For KORU Medical Systems, Inc., the consensus EPS estimate for the upcoming report has remained unchanged over the past month at -$0.01. This represents a change of +66.7% from what the company reported a year ago. KORU Medical ...

美以两国袭击伊朗后，卡塔尔埃米尔两度与唐纳德・特朗普通话，倡导通过外交途径解决争端，并警示局势存在“危险升级”的风险。 此次袭击的影响不仅波及卡塔尔首都多哈——三十多年前，多哈正是依靠天然气出口从濒临破产的境地崛起，成为全球最富有的地区之一，其冲击波更将席卷全球。 “这是一次沉重的打击……是卡塔尔最可怕的噩梦。”乔治敦大学多哈分校政府学教授 Mehran Kamrava 表示，“损失并非只体现在经济层面，卡塔尔的经济和工业体系终究能够恢复。更大的问题在于，卡塔尔作为安全避风港和经济增长引擎的国际形象，已然遭受冲击。” 卡塔尔能源大臣萨阿德・卡比表示，拉斯拉凡天然气设施的损毁修复工作需耗时3至5年，此次受损的设施承担着卡塔尔能源公司17%的液化天然气出口产能。他称，此次事故将影响对欧洲和亚洲市场的天然气供应，卡塔尔每年还将因此蒙受约200亿美元的收入损失。 “这对整个能源体系造成了巨大的负面冲击，其深远影响将持续很长一段时间。”驻多哈的中东全球事务理事会高级研究员 Tarik Yousef 表示。 作为全球第二大液化天然气生产商，卡塔尔能源公司在冲突爆发初期，因拉斯拉凡设施遭无人机袭击，就已暂停了该区域的运营。 高盛 集团中东和北非地区经济学家 Farouk Soussa 称，海湾六国因此次冲突遭受的经济损失预计总计达120亿美元，其中卡塔尔的损失约占一半。 卡塔尔此次遭遇堪称祸不单行。冲突爆发前，多哈方面正筹备对全球最大气田——北方气田开展规模达300亿美元的产能扩建项目，本可借此迎来巨额收益。该项目原计划于2027年完成，届时卡塔尔的液化天然气年产能将提升至1.26亿吨，这一规模相当于2024年全球液化天然气需求量的约30%。 责任编辑：陈钰嘉

宇树科技2025年度实现营业收入17.08亿元，同比增长335.36% 2026-03-20 17:36:51 来源： 同花顺7x24快讯 分享 宇树科技披露的招股说明书显示，2025年度公司实现营业收入17.08亿元，同比增长335.36%；同期实现扣非后净利润6亿元，同比增长674.29%，主要原因为当期产品销量的快速增长。

格隆汇3月20日丨中国人民银行、国家外汇管理局有关部门负责人就《关于印发〈境内企业境外放款管理办法〉的通知》答记者问。境内企业境外放款余额上限与其所有者权益挂钩，境外放款余额上限=放款人最近一期经审计的所有者权益×宏观审慎调节系数。境外放款余额=∑放款人本外币境外放款余额＋∑放款人外币境外放款余额×币种转换因子，币种转换因子设置为0.5。为更好满足“走出去”企业跨境运营资金需要，将宏观审慎调节系数由此前的0.5上调至0.6。为做好境外放款业务事中事后管理，开展境外放款业务的境内企业、银行应按照相关规定，及时准确进行国际收支统计申报及相关账户、结售汇和人民币跨境收付信息管理系统（RCPMIS）数据的报送。

总台记者获悉，当地时间3月20日，伊朗伊斯兰革命卫队针对美国及其盟友在地区内的军事目标发动了代号为“真实承诺-4”的第67波密集攻势。此次行动紧随革命卫队发言人纳伊尼遇袭身亡事件，旨在对美以军事设施实施强力报复。在这次高强度的打击中，伊朗动用了重型弹道导弹和大规模无人机（885564）群，重点摧毁了位于科威特的美军阿里.萨利姆基地。该基地的航空航天（563380）无人机（885564）指挥部、飞机维修机库及联军行动中心遭到直接命中。与此同时，袭击波及了以色列全境。以色列中部、南部和北部的多处卫星监测中心、雷达站和防空阵地均报告遭到有效打击。(央视新闻)

财联社3月20日讯（记者 李迪） 近期A股市场震荡，权益基金净值波动也有所增加，但依然有基金凭借精准的选股策略实现亮眼的年内收益。 截至3月19日，广发远见智选混合A的今年以来收益高达53.56%，在所有主动权益基金中排名第一。这只产品重点配置存储及相关半导体设备板块，对细分行业龙头进行了精准押注。该产品基金经理为拥有11年公募产品管理经验的“老将”唐晓斌。唐晓斌目前管理四只基金，去年四季度末的管理规模为172.93亿。 该产品去年四季度末的前十大重仓股中，有两只股票在今年已实现股价翻倍。去年四季度末，该产品的头号重仓股为 佰维存储 ，持仓比例高达9.58%；第三大重仓股为 普冉股份 ，持仓比例高达8.89%。截至3月20日收盘，佰维存储和普冉股份的今年以来涨幅分别为108.10%和120.12%。 除选股策略精准外，该产品的持仓集中度也偏高，这也进一步增强了产品的业绩锐度。截至去年四季度末，其前十大重仓股合计持仓占比高达74.86%。 不过，持仓集中虽能产生更强的业绩弹性，却会显著增加产品的净值波动风险。业内人士也提示称，考虑到存储板块具备波动性较强的特性，因而投资者在投资该产品时也需要关注波动风险。 重仓押注存储板块，有基金年内收益已达53% 天天基金数据显示，截至3月19日，广发远见智选混合A的今年以来收益达53.56%，在所有主动权益基金中排名第一。 从该产品的2025年四季报来看，去年四季度末，该基金重点配置存储及相关半导体设备，以及部分细分行业龙头。该产品的基金经理唐晓斌认为，展望未来，随着技术迭代的加速，以及国产化进程的不断推进，“两存”在全球市场的市占率有望达到30%以上。围绕“两存”提供半导体设备供应链，比如刻蚀、沉积、键合，以及良率检测等环节有望充分受益。 值得注意的是，去年四季度末，该产品的头号重仓股为佰维存储，持仓比例高达9.58%。 佰维存储是国内稀缺的具备“存储+晶圆级先进封测”一体化能力的公司，公司的解决方案已服务于包括Meta、Google、小米、OPPO、vivo、荣耀、联想、 比亚迪 及长安等众多全球知名客户。 该公司去年实现了亮眼业绩。2025年全年，佰维存储实现总营收112.96亿元，同比增长68.72%；实现归母净利润8.67亿元，同比猛增437.56%。 今年前两月，该公司更是迎来了业绩爆发。该公司在3月初发布的《2026...

寧德時代H股相對A 股溢價飆至新高中東局勢推升離岸資金配置儲能熱情 msn.com

Nvidia (NASDAQ:NVDA) could become the first $10 trillion company, the CEO gave about as clean an answer as you’ll hear from a Fortune 500 executive. “Absolutely. Absolutely possible. And that’s our hope. And I think we’re on our way there. The market will take care of itself. Our growth is accelerating. Our customer base is ... Nvidia CEO: $10 trillion company valuation absolutely possible

Nvidia CEO: $10 trillion company valuation absolutely possible 24/7 Wall St.

财联社3月20日讯，今日28股涨停，23股炸板，封板率为55%，深华发A、华电辽能5连板，大胜达、韶能股份3连板，华电能源9天6板，正泰电源、国晟科技8天4板。市场全天冲高回落，沪指震荡调整失守半年线，跌破4000点整数关口，创业板指盘中刷新年内新高后快速回落。黄白二线分化明显，中小盘股普跌，微盘股指数跌超3%。沪深两市成交额2.29万亿，较上一个交易日放量1759亿。盘面上，全市场连续两日超4700只个股下跌。板块方面，光伏、储能、电力、锂电池方向领涨；算力租赁、油气、化工板块领跌。截至收盘，沪指跌1.24%，深成指跌0.25%，创业板指涨1.3%。 人气及连板股分析 连板股晋级率回升至50%，除去大长腿实现4进5的华电辽能外，其余几只连板股均以空心板姿态实现晋级。随着昨日国际油价冲高回落，昨日局部回暖的化工、油气板块遭遇大面积补跌。而此前涨势火爆的算力租赁概念，今日成为杀跌重灾区，午后亿田智能、协创数据触及20厘米跌停，东方国信、宏景科技等趋势抱团人气股也纷纷位居跌幅前列。早盘光模块人气股源杰科技一度触及20厘米涨停并反超寒武纪，成为A股史上第8只千元股，电池龙头宁德时代股价逼近历史高点，引发资金进一步向算力硬件、新能源赛道权重大票聚集，反而引发题材小票流动性失血，午后微盘股指数重挫逾3%。当前极度二八分化的割裂行情反映当前市场已经出现一定流动性危机，或进一步助推短线恐慌情绪蔓延。 主线热点 随着中东局势冲突加剧，天然气等能源生产设施成为各方的攻击目标，昨日ICE英国天然气期货较2026年低点上涨121.5%，TTF荷兰天然气期货上涨120.8%。上游气价上涨向电价传导预期强化，储能产业链持续站上风口，逆变器方向涨势火爆，上能电气、首航新能封涨停，锦浪科技、昱能科技、德业股份等涨幅靠前。此外受益储能电池需求排产双旺，电池产业链也迎来强力补涨，石大胜华、璞泰来、赣锋锂业触及涨停，华宝新能、鹏辉能源双双涨超10%。除去海外对于能源安全焦虑，对分布式储能项目强劲的装机需求外，国内AIDC对于供电稳定性的极致要求，使得储能配套有望升级为刚需。不过当前储能为首的新能源赛道仍高度绑定中东局势的情绪面驱动，且短线资金向新能源赛道的过度集中，短线波动风险仍不容忽视。 财联社记者从消息人士获悉，此前马斯克旗下Space X团队向国内某头部异质结设备厂采购设备预计将于5月第一周发货...

格隆汇3月20日｜有投资者在互动平台向热景生物提问：此前Ib期数据亮眼：中高剂量组心梗面积分别降20.5%/38.1%，安全性可以解读为良好吗？ 热景生物回复称，SGC001注射液此前已完成Ib期临床试验，初步的统计分析结果显示SGC001注射液在前壁ST段抬高型心肌梗死患者人群中安全耐受性良好，Ib期临床研究中低(300mg)中(600mg)高(900mg)剂量组均未发生3级及3级以上不良事件，未发生严重不良事件；且药物安全性与剂量有明显相关性。目前，SGC001创新药II期临床研究已完成首例受试者入组给药。

It’s been a bumpy ride for investors. After a week of volatility across asset classes, financial markets were steady on Friday as traders wait to see how the war plays out over the weekend — an escalation, a sense of resolution, or more of the same. After surging to as high as $119 a barrel on Thursday, Brent crude traded around $108 per barrel. MSCI’s Asian stock benchmark was 0.4% lower, while European equities edged higher after tumbling the previous session. S&P 500 futures were up 0.1%. Markets were buoyed after Israel’s Prime Minister Benjamin Netanyahu said the nation will no longer target energy infrastructure, leading to optimism his country and Iran will step back from the brink of destroying key energy facilities. Netanyahu also said Israeli forces would help the US attempt to reopen the Strait of Hormuz and that the war would be over faster than people think. Still, the war continues to rage. Iran pressed ahead with attacks on Arab states in the Persian Gulf. Kuwait shut several units at its Al Ahmadi refinery after multiple strikes. The United Arab Emirates and Saudi Arabia said they intercepted missiles and drones overnight into Friday, while Bahrain reported a fire at a warehouse. Israel said it struck infrastructure across Iran, including Tehran. More than 4,200 people across the region have died since the war began. In another sign the conflict may be protracted, the Pentagon is said to have asked Congress for an additional $200 billion to pay for the war. Defense Secretary Pete Hegseth downplayed concerns of a potential quagmire and said the US was “on plan” with its war goals. Investors can only wait to see how the next phase of the war plays out. What You Need to Know Today The European Central Bank will need to consider hiking interest rates as soon as next month if price pressures build further due to the Iran war, according to Governing Council member Joachim Nagel. “As things currently stand, it is conceivable that the medium-term inflation o...

The housing market continues to face significant headwinds. Mortgage rates remain high, which is impacting affordability. Making matters worse, growing concerns about AI's impact on jobs and the war in Iran are making potential buyers even more cautious. These headwinds are affecting home sales. Leading homebuilder Lennar (LEN 1.09%)(LENB 0.73%) reported declining deliveries and profits in its fiscal first quarter. That has weighed on its stock price, which is down by more than a third from its 52-week high. Here's a look at whether investors should buy the dip in the housing stock. The challenges continue Lennar reported $229 million, or $0.93 per share, of net earnings in its fiscal 2026 first quarter. That's down from $520 million, or $1.96 per share, in the year-ago period. Its deliveries declined 5% year over year to 16,863 homes as persistent headwinds weighed on demand. The company's average selling price was $374,000 during the period, down from $408,000 in the year-ago period. Lennar has had to adjust prices and heavily incentivize buyers to maintain volume amid continued affordability issues. As a result, its net margin fell to 5.3%, down from 10.2% in the year-ago period. Lennar's strategy has been to actively design homes with affordability in mind rather than waiting out the challenging market conditions. Executive Chairman and Co-CEO Stuart Miller noted in the earnings press release, "We have focused on prioritizing volume to create durable scale advantages, delivering that volume at lower prices, and ultimately improving margins." Expand NYSE : LEN Lennar Today's Change ( -1.09 %) $ -1.03 Current Price $ 93.72 Key Data Points Market Cap $23B Day's Range $ 92.18 - $ 94.29 52wk Range $ 92.17 - $ 144.24 Volume 137 Avg Vol 2.9M Gross Margin 17.07 % Dividend Yield 2.13 % The coming homebuilding boom The housing market's challenges will likely continue in the near term. The war with Iran has driven interest rates higher. Mortgage rates had finally fallen be...

Key Points Several headwinds continue to impact the housing market. Lennar's earnings and deliveries declined during its fiscal first quarter due to the housing market's challenges. While headwinds will likely persist in the near-term, the long-term outlook is more positive. 10 stocks we like better than Lennar › The housing market continues to face significant headwinds. Mortgage rates remain high, which is impacting affordability. Making matters worse, growing concerns about AI's impact on jobs and the war in Iran are making potential buyers even more cautious. These headwinds are affecting home sales. Leading homebuilder Lennar (NYSE: LEN)(NYSE: LENB) reported declining deliveries and profits in its fiscal first quarter. That has weighed on its stock price, which is down by more than a third from its 52-week high. Here's a look at whether investors should buy the dip in the housing stock. 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 » The challenges continue Lennar reported $229 million, or $0.93 per share, of net earnings in its fiscal 2026 first quarter. That's down from $520 million, or $1.96 per share, in the year-ago period. Its deliveries declined 5% year over year to 16,863 homes as persistent headwinds weighed on demand. The company's average selling price was $374,000 during the period, down from $408,000 in the year-ago period. Lennar has had to adjust prices and heavily incentivize buyers to maintain volume amid continued affordability issues. As a result, its net margin fell to 5.3%, down from 10.2% in the year-ago period. Lennar's strategy has been to actively design homes with affordability in mind rather than waiting out the challenging market conditions. Executive Chairman and Co-CEO Stuart Miller noted in the earnings press release, "We have focused on prioritizing volume to c...

3月20日，沐瞳科技发布公司内部信，宣布公司已被沙特阿拉伯主权财富基金全资控股的游戏巨头Savvy Games Group（简称Savvy）收购。 自字节游戏业务调整后，这场交易就早有传闻，去年底已经有了大致轮廓。双方在2025下半年正式启动谈判，并在2026年初围绕核心条款达成共识，最后Savvy以超60亿美元的价格收购沐瞳的全部股权。 这场交易距离字节收购沐瞳只有5年——彼时的收购价格为40亿美元，如果考虑到谈判和双方讨论时间，这个出售间隔可能更短。 而从内部信来看，此次交易后，沐瞳的管理结构仍旧保持不变，张云帆会继续担任沐瞳CEO。在此基础上，公司还会针对员工的历史贡献及未来业绩，设置多项激励方案。 以下是内部信全文： 大家好，最近公司和Savvy Games Group签署了协议，双方将在未来一段时间内完成交易。交易完成后，沐瞳将成为Savvy的全资子公司。与此同时，沐瞳的管理结构保持不变，沐瞳仍是一家总部位于上海的公司。我本人也将继续担任沐瞳CEO，和管理团队一起继续带领公司向前发展。 这次交易经过了慎重考虑和讨论。“为全球玩家创造激动人心的体验”是沐瞳不变的使命。自2016年上线以来，《决胜巅峰 Mobile Legends: Bang Bang》 受到了很多玩家的喜爱，我们也基于此，打造了专业化、生态丰富的电竞赛事体系。这与Savvy的使命“推动游戏和电竞领域的长期发展和创新”和其电竞规划是相契合的。相信通过和Savvy的合作，沐瞳将迎来更广阔的发展机遇，为更多全球玩家带来更好的游戏体验。 交易完成后，基于历史业绩贡献，我们将为沐瞳的同学们提供多项激励计划，其中包括加速部分历史授予的长期激励的归属和发放。同时也将基于未来的业绩，推出新的有吸引力的激励方案。具体情况会由各Leader及HRBP和大家沟通。 过去两年里，我们取得了不错的成绩。相信我们会一起创造更加美好的未来！ 张云帆

衢州东峰（601515）公告，黄晓佳、陈育坚、曾庆鸣、曾庆通拟于本公告披露之日起15个交易日后的2026年4月14日至2026年7月13日，通过上海证券交易所集中竞价合计减持不超过1559.78万股，约占公司总股本0.81%。其中黄晓佳不超过529.28万股、陈育坚576.6万股、曾庆鸣288.3万股、曾庆通165.6万股，减持原因为满足资产管理及投资需求。

这家设计软件公司正为 2027 年 IPO 做准备，并为其产品新增人工智能功能 据《The Information》周四报道，设计软件公司 Canva 计划明年上市。 Canva 主要面向个人用户和小微企业，目前正为其设计软件新增多项人工智能功能。据知情人士透露，公司计划进行全面调整，重点发力 AI 设计工具，并推出全新的按量计费定价模式，相关内容拟于 4 月的年度大会上正式公布。 Canva 至少从 2024 年起就已在筹备 IPO，当时公司更换了首席财务官，并面向大型企业推出了相关服务，但至今尚未正式启动上市。 过去一年，受 AI 或将颠覆行业的担忧影响，软件股遭遇重挫。其竞品设计软件公司 Figma 自 7 月上市以来，股价已下跌 27%。 Canva 在去年 8 月完成了一次员工股权出售，估值达 420 亿美元。公司去年营收增长超 40%，至 30 亿美元，且已连续多年实现自由现金流盈利。 责任编辑：郭明煜

财联社3月20日讯，上交所受理宇树科技股份有限公司科创板IPO申请，拟融资金额42.02亿元。 宇树科技披露的招股说明书显示，2025年度公司实现营业收入17.08亿元，同比增长335.36%；同期实现扣非后净利润6亿元，同比增长674.29%，主要原因为当期产品销量的快速增长。 公开资料显示，宇树科技是一家世界知名的民用机器人公司，专注于消费级及工业级高性能通用腿式和类人机器人、六轴机械臂等的研发、生产和销售。