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内存涨价潮席卷全球 32G内存条从800元暴涨到3800元

格隆汇 📅 03/19 22:56
格隆汇3月19日|据央视财经,近段时间以来,内存涨价潮席卷全球。记者在深圳华强北电子市场调查发现,无论是刚需的办公电脑,还是高端的游戏主机,都因内存价格飙升而成本大增。一位商户表示:“最便宜的时候金士顿的16G普条(基础款内存)在200元左右,那是去年四五月份,现在基本是800多元。32G内存以前是800元,现在可能需要3800元,涨了300%左右。”内存价格翻倍上涨,直接推高了整台电脑的成本。面...

WTO预计若中东冲突持续 贸易和经济增长放缓速度将更为迅猛

新浪 📅 03/19 22:56
世界贸易组织(WTO)周四表示,如果中东冲突引发的能源价格上涨和运输中断问题持续,全球贸易流量和经济增长的放缓速度料将比先前预期更为迅猛,不过,人工智能(AI)相关投资的激增或有助于缓解这一冲击。 2月底,美国和以色列对伊朗发动袭击,伊朗随后予以反击,这些行动已导致霍尔木兹海峡的能源生产和运输受到干扰。冲突几乎没有结束的迹象:周三,以色列袭击了伊朗的南帕尔斯天然气田,而伊朗则通过打击卡塔尔的一个主...

BBB Foods: Trade-Down Winner

Seeking Alpha 📅 03/19 22:55
Juan Arnoldo Benitez Romero/iStock Editorial via Getty Images Just like me when I visited Cancun for the first time (almost ten years ago, how time flies!), BBB Foods ( TBBB ) is having its first hangover in at least a year. And, unlike one or two tequilas—yes, I'm weak with alcohol—the problem here was the valuation. Seeking Alpha I already told you in my last article on this hard-discounter that...

美国天然气公司股价上涨 追随天然气期货升势

新浪 📅 03/19 22:55
美国天然气期货上涨3.3%,至每百万英热单位3.166美元,有望创下3月12日以来最高收盘水平。 由于伊朗导弹袭击卡塔尔液化天然气设施以及中东其他能源基础设施,全球能源价格飙升,推动天然气价格上涨。这些袭击是该地区持续战争的一部分。 Cheniere Energy股价上涨11%,EQT上涨4.5%,Expand Energy上涨4.8%,CNX Resources上涨2.4%。 美国天然气基金上涨...

Why Micron Stock Crashed After Blowout Earnings - The Globe and Mail

Google 📅 03/19 22:55 NVDA.OMU.O
Key Points Micron crushed on earnings last night. Sales and profits are both rising at triple digit rates -- and will keep on rising in Q3. 10 stocks we like better than Micron Technology › Micron (NASDAQ: MU) reported a powerful earnings beat last night, earning $12.20 per share on $23.9 billion in fiscal Q2 2026 revenue, where Wall Street expected only $8.79 per share and $19.2 billion in sales....

Axon Enterprise: Exceptional Growth Already Priced In

Seeking Alpha 📅 03/19 22:55
artas/iStock via Getty Images Where Execution Meets Valuation Axon Enterprise ( AXON ) grew revenue 33% in 2025, delivered eight consecutive quarters of 30%+ top-line growth, and exited the year with $14.4B in future contracted bookings. By almost any operational measure, this is one of the best-executing companies in the public markets. The stock, however, has fallen ~43% from its August 2025 all...

阿里定下新目标:“云+AI”剑指年收入千亿美元 平头哥GPU生产规模将扩大

财联社 📅 03/19 22:55 9988.HKNVDA.O
《科创板日报》3月19日讯(记者 黄心怡) 根据最新公布的财报,阿里云2026财年截至2月底的外部商业化收入正式突破1000亿元人民币。在19日晚业绩电话会上, CEO吴泳铭宣布了阿里集团AI战略的商业目标——未来五年,包含MaaS在内的云和AI商业化年收入突破1000亿美元。 从财报来看,阿里云季度收入继续加速增长至36%。这一增长势头主要由公共云业务收入增长所驱动,其中包括AI相关产品采用量的...

伊朗外长:若基础设施再遭袭 伊方将不再有任何克制

同花顺 📅 03/19 22:54
当地时间19日,伊朗外交部长阿拉格齐在社交媒体发布消息表示,伊朗对以色列袭击伊朗基础设施的回应,仅动用了部分实力。此前保持克制的唯一原因,是出于对各方请求降温局势的尊重。阿拉格齐表示,如果伊朗的基础设施再次遭到袭击,将不再有任何克制。他还称,这场战争的任何结束方案,都必须解决伊朗平民设施受损的问题。(央视新闻)

January new home sales plunge to the lowest pace since 2022

CNBC 📅 03/19 22:54 GOOG.O
Blaine, Minnesota. New homes starting at a half million dollars in Lexington Waters are high efficiency homes and are HOA Maintained. Michael Siluk | UCG | Universal Images Group | Getty Images Sales of newly built homes in January dropped 17.6% month over month to a seasonally adjusted, annualized pace of 587,000 units, according to the U.S. Census Bureau. That is the slowest pace since 2022. Hou...

中东局势引爆欧洲通胀焦虑,欧英央行双双按兵不动,降息预期逆转

第一财经 📅 03/19 22:54
英国央行货币政策委员会的投票结果为9:0,是近四年半以来首次无分歧表决。 中东硝烟仍未散去,欧洲两大央行迎来美伊冲突以来的首次利率决议。当地时间周四(19日),欧洲央行宣布,维持三大关键利率不变:存款机制利率为2%,主要再融资利率为2.15%,边际贷款利率维持在2.4%。 当日稍早,英国央行公布利率决议,将基准利率维持在3.75%不变。 两大央行决议均符合市场预期。GTC集团首席分析师贾米尔·艾哈...

From Managed Diffusion to Alliance Architecture: How the U.S. Supreme Court’s Tariff Ruling Tests Taiwan’s Silicon Shield - Ketagalan Media

Google 📅 03/19 22:54 TSM.N
From Managed Diffusion to Alliance Architecture: How the U.S. Supreme Court’s Tariff Ruling Tests Taiwan’s Silicon Shield Ketagalan Media

Nebius Signed a Major $27B Deal with Meta. What Are You Really Investing in if You Buy NBIS Stock?

Yahoo 📅 03/19 22:54 NVDA.OMETA.O
Nebius Group (NBIS) has quickly emerged as one of the most intriguing and controversial players in the rapidly expanding AI infrastructure landscape. The company recently captured market attention after securing a massive deal with Meta Platforms (META) worth up to $27 billion, a contract that could dramatically reshape its growth trajectory and position it more firmly among the leading “neocloud”...

00后浙大学霸获华为“力挺”!哈勃入股魔芯科技,押注空间智能赛道

财联社 📅 03/19 22:54 1810.HK
《科创板日报》3月19日讯(记者 徐赐豪) 华为哈勃押注空间智能赛道。 近日,魔芯(杭州)科技有限公司(以下简称“魔芯科技”)发生工商变更,新增华为关联公司深圳哈勃科技投资合伙企业(有限合伙)为股东,注册资本增至145.24万元。 《科创板日报》记者从一投资机构获悉,该公司由00后浙大学霸陈天润创办,这轮融刚完成,新一轮融资就已经启动。 据悉,魔芯科技早年以999元3D打印机打破行业价格壁垒,核心...

2026年前两月中欧班列开行量同比增长超三成 反超中亚班列|出海·物流

财新 📅 03/19 22:53
由于全球物流链受中东战事冲击严重,业内预计中欧班列需求亦将上涨 江苏连云港,一列中欧班列从中哈(连云港)物流合作基地发车。图:视觉中国 【财新网】 中欧班列开行量增幅重回两位数,超过2025年全年。中国国家铁路集团(下称“国铁集团”)数据显示,2026年前2月,中欧班列累计开行3501列,同比增长31.7%;发送标箱35.21TEU,同比增长25.2%。 据国铁集团数据,2025年,中欧班列约开行...

梅西百货:美国经济结构逐步转为E型走势,中产阶层消费动力转弱

格隆汇 📅 03/19 22:53
格隆汇3月19日|百货零售商梅西百货表示,美国经济结构正由过去K型分化,逐步演变为E型走势,反映中产阶层消费动力转弱,或对零售行业带来深远影响。公司首席执行官Tony Spring指出,市场已由高低收入两极分化,转为三层消费分布。梅西百货逾50%销售来自中高收入客群,旗下Bloomingdale’s及Bluemercury更逾75%。低收入消费者集中必要开支,中高收入则仍追求时尚。

CoreWeave Integrates With Cline to Power Autonomous Coding Systems

Yahoo 📅 03/19 22:53 MSFT.ONVDA.OMETA.O
CoreWeave, Inc.’s CRWV Weights & Biases (W&B) inference capabilities have been leveraged by Cline to enhance its ecosystem, enabling developers to build and deploy autonomous coding systems with improved performance, scalability and operational efficiency. By tapping into CoreWeave’s production-ready AI infrastructure, purpose-built for both training and inference, the integration is poised to acc...

Asian Equities Traded in the US as American Depositary Receipts Tumble in Thursday Trading

Yahoo 📅 03/19 22:52 9988.HK
Asian equities traded in the US as American depositary receipts fell sharply Thursday morning, dropp Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

格隆汇3月19日|欧洲央行称,在不利情景下,2026年经济增长率为0.6%,2027年为1.2%,2028年为1.6%。

格隆汇 📅 03/19 22:52
格隆汇3月19日|欧洲央行称,在不利情景下,2026年经济增长率为0.6%,2027年为1.2%,2028年为1.6%。

Three men killed in crash and three arrests made

BBC News 📅 03/19 22:52
"We looked each other like 'what was that?' Then we went out to the yard looked down couldn't see owt so decided to go out of the gate down to the bottom of the road.

格隆汇3月19日|欧洲央行预计2026年石油价格为81.3美元/桶,2027年油价为每桶72.1美元。

格隆汇 📅 03/19 22:52
格隆汇3月19日|欧洲央行预计2026年石油价格为81.3美元/桶,2027年油价为每桶72.1美元。

欧洲航空公司警告伊朗战争将导致票价上涨和燃料短缺

新浪 📅 03/19 22:52
欧洲航空公司负责人周四警告说,中东长期冲突将导致机票价格上涨,因为航班取消会推高成本和航空燃料价格,一些航空公司甚至表示航空燃料供应面临风险。 “瑞安航空公司首席执行官迈克尔-奥利里(Michael O‘Leary)在一次航空会议间隙对路透记者说:”冲突持续时间越长,情况就越糟糕。“ 中东冲突已进入第三周,使航空业陷入混乱,航班被取消或改道数千英里 ,由于担心导弹和无人机袭击,海湾上空的大部分空域...

Army contract and new AI deals: Palantir stock slips amid sideways action - Traders Union

Google 📅 03/19 22:52 PLTR.O
Army contract and new AI deals: Palantir stock slips amid sideways action Traders Union

恒瑞医药关于获得药品注册批准的公告 - 富途牛牛

Google 📅 03/19 22:52 1276.HK
恒瑞医药关于获得药品注册批准的公告 富途牛牛

AMD and Samsung partnership on AI memory - Jon Peddie Research

Google 📅 03/19 22:52 NVDA.OTSM.NAMD.O
AMD and Samsung just made it official—their partnership is expanding well beyond the current HBM3E supply agreement into a full-stack strategic alignment covering HBM4, DDR5, and potentially Samsung foundry services for future AMD silicon. The timing is pointed: The announcement lands in the shadow of GTC 2026, where Nvidia and Samsung announced their own foundry deal for Groq chips. The memory wa...

中學生AI短片在駐港公署英文短視頻賽奪冠 創意展現香港大灣區角色

无线新闻 📅 03/19 22:51
有中學生製作短片,記錄他們眼中的香港,在大灣區發展中的重要角色,在外交部駐港公署舉辦的英文短視頻大賽獲獎。 這不是饒舌歌手的作品,而是本港中學生運用人工智能(AI)技術,製作短片,加上自創饒舌,帶領觀眾認識,本港作為粵港澳大灣區脈搏,所蘊含的獨特優勢。短片在外交部駐港特派員公署,舉辦的英文短視頻大賽奪得冠軍。 英文短視頻大賽冠軍得主王浩堯說︰「過程好難,因為第一次用AI做短片沒甚麼經驗。香港作為國...

欧盟在布鲁塞尔召开峰会 讨论中东冲突应对方案

新浪 📅 03/19 22:51
欧盟领导人呼吁为中东冲突降温,当前欧盟正竭力应对冲突带来的连锁反应,包括能源价格动荡和贸易路线受阻。 欧盟27个成员国的领导人正在布鲁塞尔举行峰会,会议原定重点讨论欧盟的竞争力问题,但中东战事给会议蒙上了一层阴影。 在以色列袭击伊朗一处天然气田,随后伊朗打击了卡塔尔一处主要燃料枢纽后,油价上涨。在此背景下,欧盟正设法应对能源领域受到的冲击。 欧盟外交政策负责人卡拉斯(Kaja Kallas)周四表...

Farewell number 18, hello number six - inside Man Utd's midfielder hunt

BBC News 📅 03/19 22:50
While United are not discounting looking abroad in their search for a new lynchpin, the club would prefer Premier League experience. Deciding to go for proven players would certainly limit United's options, and ultimately increase the finances attached to those deals. Baleba, Wharton and Tonali are also among the players United's recruitment team have discussed and will continue to explore. One we...

Micron Technology's Gross Margins Could be Near Peak Levels, BofA Says - marketscreener.com

Google 📅 03/19 22:50 MU.O
Micron Technology's Gross Margins Could be Near Peak Levels, BofA Says marketscreener.com

阿特斯控股股东CSIQ2025年收入56亿美元 全年组件在美出货量创新高

财联社 📅 03/19 22:50
《科创板日报》3月19日讯(记者 王楚凡) 今日(3月19日), 阿特斯 发布公告,其控股股东CanadianSolarInc.(下称:“CSIQ”)披露2025年第四季度、全年业绩及2026年经营展望。 业绩数据显示,2025年全年CSIQ实现收入56亿美元(折合人民币约399.8亿元),组件出货量达24.3吉瓦,其中向美国市场交付8.1吉瓦,创下该市场出货量历史新高;储能系统出货量7.8吉瓦时...

Earnings call transcript: Biofrontera Inc. Q4 2025 sees record revenue growth

Investing 📅 03/19 22:50
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