格隆汇3月18日｜伯恩斯坦：将美光科技(MU.US)目标股价上调至510美元，此前为330美元。

据中国贸易救济信息网，3月16日，印度商工部发布公告称，应印度行业协会Alkali Manufacturers Association of India(AMAI)提交的申请，对进口纯碱（884022）(Soda Ash)启动保障措施调查。涉案产品的印度海关编码为283620。本案调查期为2020年4月至2025年9月。

Quantum Machines Launches Open Acceleration Stack Alongside NVIDIA, AMD and Riverlane HPCwire

国家市场监督管理总局价格监督检查和反不正当竞争局一级巡视员杨洪丰接受纪律审查和监察调查 2026-03-18 18:08:26 来源： 同花顺7x24快讯 分享 据中央纪委国家监委驻国家市场监督管理总局纪检监察组、内蒙古自治区纪委监委消息：国家市场监督管理总局价格监督检查和反不正当竞争局一级巡视员杨洪丰涉嫌严重违纪违法，目前正接受中央纪委国家监委驻国家市场监督管理总局纪检监察组纪律审查和内蒙古自治区锡林郭勒盟监委监察调查。

摩根士丹利全球首席经济学家Seth Carpenter认为，地缘动荡持续的影响，可能从单一的能源价格飙升演变为一场高度复杂的全球供应链危机

Equity markets appear to be pricing in a recession as the U.S.-Iran war drags on — but heavy selling pressure has opened up some buying opportunities for investors, according to HSBC strategists. In a note published by the banking giant on Tuesday, Alastair Pinder and Pankaj Agarwala said volatility in the oil market had caused "dislocations in equity markets." Since the U.S. and Israel launched strikes on Iran at the end of February, surging oil prices have sparked fears of a 1970s-style stagflation. But HSBC's team said they believe recent equity rotations tell a different story. "Talk of a shift toward stagflation is building, but we would argue equity markets price action is more indicative of trading for a recessionary outcome," they said. "Our regime models show the equity market is now pricing a 35% probability of recession, up from 10% just two weeks ago, while the implied likelihood of stagflation has barely moved, holding at 8%." Emerging markets, industrials and banks Pinder and Agarwala outlined where they see opportunities for investors in the current environment. They said global equities had fallen by around 5% since the start of the Iran war — but noted their machine learning systems suggested the overall move was largely justified. "Still, underneath the surface there appears to be a number of dislocations," they said. "We believe Korea, South Africa and Indonesia have been oversold by about 5-10%, leaving valuations that look increasingly attractive, especially as our work shows these markets are not among the most exposed to higher oil prices." South Korea's Kospi index was the world's top-performing stock market in 2025, but has seen historic volatility since the war broke out, thanks to its concentration of memory giants and its sensitivity to energy prices. Equities listed in the UAE — which has repeatedly been struck by Iranian drones and missiles since the war began — have also been volatile since the country reopened its financial markets fr...

格隆汇3月18日｜3月18日，保险科技界领军企业元保（NASDAQ:YB）发布截至2025年12月31日止三个月和2025年度未经审计的财务业绩。数据显示，元保全年营收达到人民币43.73亿元，同比增长33.1%；净利润达人民币13.08亿元。截至2025年12月31日，元保现金储备达人民币40.4亿元。第四季度，公司营收达人民币11.75亿元，同比增长32.2%，净利润达人民币3.37亿元。 元保的亮眼业绩，离不开技术深耕与运营提效的双重支撑。截至2025年12月31日，元保模型网络已扩充至超过4900个模型、5700个特征，较上年同期分别新增超290个、820个，消费者全周期服务引擎能力显著增强。技术赋能下，全年新保单数量达3066万份，同比增长36.7%，第四季度新保单数量约790万份，同比增长34.5%。 技术战略层面，元保始终坚持深化AI技术在核心运营环节的融合应用，持续夯实科技竞争力。一是持续推进大模型平台升级与统一化建设，AI能力进入规模化应用阶段。通过行业语料增强训练与知识库融合，实现模型在保险专业问答、多轮对话及条款解析等场景表现的持续优化；同时完善了多模型智能调度机制，有效提升系统稳定性与接入效率，降低业务侧的AI应用开发成本。二是加快保险智能体全流程落地，覆盖产品讲解、智能推荐、客服质检、坐席辅助、理赔材料分类等环节，显著提升服务与理赔效率，智能体调用量与业务渗透率稳步提升。在技术人才建设上，元保AI团队规模持续保持公司总员工数10%以上，为技术迭代与服务升级提供强劲支撑。

XOMA press release ( XOMA ): Q4 GAAP EPS of $0.26 beats by $0.39 . Revenue of $13.76M (+58.0% Y/Y) beats by $2.71M . In the fourth quarter of 2025, XOMA Royalty received $3.2 million in cash receipts from royalties and commercial payments and $3.3 million in milestone payments and paid $1.4 million in dividends on the XOMA Royalty Perpetual Preferred stocks. For the full year of 2025, XOMA Royalty received $50.5 million in cash receipts, including $33.6 million in royalties and commercial payments and $16.9 million in milestone payments and fees. OJEMDA FY 2026 revenue guidance of $225 – $250 million. More on XOMA XOMA Royalty: Preferreds Still Offer Compelling Income Despite Call Risk Takeda, XOMA ink new royalty agreement; amend existing deal Seeking Alpha’s Quant Rating on XOMA Historical earnings data for XOMA Financial information for XOMA

一只红色龙虾搅动风云。 于是，港股经历一波大涨。其中“龙虾三兄弟”——迅策、MiniMax、智谱，靠着OpenClaw概念，纷纷冲上市值高峰。 虽然跌宕起伏，但AI造富依旧惊人，今日“龙虾三兄弟”再度冲上高峰，迅策市值一度超500亿港元；智谱、Minimax也分别重回3000亿、4000亿。 让人意外的是，他们身后竟共同出现一个熟悉身影——腾讯。 投出“龙虾三兄弟”，腾讯成大赢家 AI势不可挡。 如今，港股“龙虾三兄弟”横空出世——迅策、MiniMax、智谱。 说起来，OpenClaw本身是开源AI智能体框架，必须搭载底层大模型，再配上各种技能插件，才能实现智能，真正为你干活。于是，卖铲人先赚钱了。 根据此前消息，OpenClaw的日榜与月榜前三甲被中国大模型Step 3.5 Flash、Kimi K2.5、MiniMax M2.5包揽。作为这背后唯一的上市公司，Minimax股价一骑绝尘。 龙虾很神奇，但许多人被拦在第一步。相比于此前登陆网页就能用的AI产品，OpenClaw的安装具备一定技术门槛，许多人都经历了从热情满满想要装龙虾，到反复碰壁不断报错不得不放弃装龙虾的过程，甚至由此催生一条庞大的装机产业链。 智谱看到了这个机会。3月10日，智谱上线一键安装电脑版龙虾“AutoClaw澳龙”。使用 AutoClaw 只需要从官网下载安装包，双击安装，登录账号，整个过程和装微信一样简单。 本周一，智谱还发布了龙虾大模型GLM-5-Turbo。这是一个专为龙虾OpenClaw场景深度优化的通用大模型。受该消息层面影响，智谱再度大涨。目前，智谱市值已超3200亿港元。 到这一步，如果你终于有了自己的专属龙虾，为了让龙虾长得肥美，还得喂食。数据就是龙虾成长需要的饲料。而迅策的任务是收集、清洗、管理海量异构数据。简单理解，迅策就是AI时代的“养虾原料供应商”。 自此，港股“龙虾三兄弟”出道。 有意思的是，它们“年龄相仿”——去年12月底，迅策率先登陆港股；随后半个月内，智谱、MiniMax相继赶来。三家分别来自深圳、北京、上海的企业，意外吃到了这波养龙虾红利。 而他们背后，腾讯身影浮现。外界可能不知道，这三个IPO背后，腾讯都是重要股东：目前腾讯是迅策最大的外部股东，持有约6.99%股份；2023年8月智谱AI的B4轮融资中，腾讯出资2亿；腾讯也曾出手了MiniMax，成为...

Samsung to “Prioritize HBM4 Supply for AMD’s Top-Tier GPUs” Businesskorea

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Intel stock snapshot after recent performance Intel (INTC) is trading at US$44.06 after a mixed stretch, with a 1 day return of a 3.72% decline and a 7 day move of a 5.81% decline, alongside a past 3 months return of 22.22%. See our latest analysis for Intel. Recent trading has cooled short term momentum, with 1 month and 7 day share price returns both in decline. However, the 1 year total shareholder return of 69.98% and 3 year total shareholder return of 58.62% still point to a materially stronger longer term outcome than the current pullback suggests. If Intel’s moves have your attention, it can be helpful to compare it with other chip related opportunities by scanning 34 AI infrastructure stocks With Intel trading at US$44.06, sitting below the average analyst price target yet carrying mixed recent returns, the key question is whether this pullback leaves shares undervalued or whether the market is already pricing in future growth. Most Popular Narrative: 20.6% Overvalued Intel’s narrative fair value of $36.54 sits below the last close at $44.06, which frames the current pullback as still pricing in a premium according to mschoen25. Transition and Investment Phase: Intel is in the middle of major restructuring and technological transitions, such as moving toward 7nm and beyond for its chips and investing in foundry services. These changes take time to bear fruit, and while they may suppress short-term earnings, they could lead to long-term growth. Read the complete narrative. Curious what kind of revenue rebuild, margin recovery and future profit multiple are baked into that fair value, and how ambitious those inputs really are. Result: Fair Value of $36.54 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this view could be challenged if co...

“原本计划用‘龙虾’炒股赚点钱，现在看来大概率是做不到了。”上海投资者李越（化名）向中新经纬分享了他用“龙虾”炒股的经历。 近日，OpenClaw（“龙虾”）走红后，有部分投资者将“龙虾”应用于股市，用来复盘、选股，将其作为“炒股助手”。用“龙虾”炒股，到底靠不靠谱？ “龙虾炒股，三天亏7000” 3月17日亏损5840元后，“龙虾”在复盘的最后安慰李越：“今天操作不顺，明天再战。” 3月13日至17日，李越的“龙虾”共推荐了三只股票。“每只都是亏的，三只股票在三个交易日一共亏7000元。”李越向中新经纬展示了他在3月17日的交易过程。3月17日10:05，“龙虾”的建议是止损某只电力设备股，该股票共亏损6.33%；三分钟后，“龙虾”又“指导”他买入某只光伏概念股，截至当日收盘，该股浮亏3.27%。 3月17日“龙虾”复盘记录 受访者供图 李越称，目前他对“龙虾”的要求是每天开盘前向他汇报一次当日交易计划，盘中每20分钟汇报一次持仓情况，盘后总结当天的经验和教训，让“龙虾”自己进化。 然而，复盘这几天的操作后，李越发现，他的“龙虾”选股逻辑主要依赖上一个交易日的龙虎榜。此外，让李越头疼的不只是账面亏损，在他看来，“龙虾”的记忆有点差，有些话讲了又讲，“龙虾”还是记不住。 李越对“龙虾”的指令 受访者供图 对于辽宁省大连市的王先生而言，“龙虾”更像一个“定时上班的助手”。王先生称，他让“龙虾”通过Python和金融API（应用程序编程接口）结合，按照他预设的逻辑自动进行市场复盘，在复盘过程中，“龙虾”会对不同股票进行评分，然后生成报告发给他。 王先生的“龙虾”复盘记录 受访者供图 “我是今年1月接触到‘龙虾’，整体使用下来体验还不错。”王先生表示，最终他选股还是会结合宏观经济和市场环境，才能确定要买哪只股票，“龙虾”只是辅助判断而已。 王先生表示，他曾观察过“龙虾”推荐股票的次日表现。“12只股票中，只有2只微红，其余的都飘绿。”在他看来，用“龙虾”炒股能否产生收益还是看个人的交易策略，如果策略会赚钱，那“龙虾”就能帮助赚得更多；如果策略本身有问题，用“龙虾”也没用。 “能提高效率，不能提高胜率” 在业内人士Timi看来，“龙虾”炒股只能提高效率，但并不能提高胜率。 “大语言模型的能力边界由其技术架构决定，由于上下文有限，只能处理一定体量内的信息，并非想象中能够实现全...

北京市人民政府办公厅印发《北京市2026年推动经济稳中有进的若干措施》，其中提出，壮大未来产业。深化未来产业投入增长机制，科技、经济和信息化等主要产业部门投向未来产业的资金比例不低于20%。发现培育100家以上“创赢未来”企业，并通过“拨改投”政策给予支持。阶梯式提升世界人形机器人（886069）运动会等热点赛事竞赛难度与标准，实现以赛促研、以赛促用。支持拓展星箭制造、卫星运营等业务，对商业航天（886078）投保企业按有关政策给予保费补贴。加强对新食品原料、原料药（884143）等合成生物（886077）制造领域新产品申报的服务。

近日，追觅科技在厦门集中完成4家科技发展合伙企业的注册登记，单家出资额均为5亿元，合计规模达20亿元。 天眼查工商信息显示，3月16日，厦门天空工场博晏科技发展合伙企业（有限合伙）、厦门天空工场博凌科技发展合伙企业（有限合伙）、厦门天空工场博天科技发展合伙企业（有限合伙）、厦门天空工场博欧科技发展合伙企业（有限合伙）成立，执行事务合伙人均为厦门追创企业管理合伙企业（有限合伙），出资额均为5亿人民币，经营范围包括科技推广和应用服务、会议及展览服务、社会经济咨询服务等。 合伙人信息显示，上述四家合伙企业均由追觅科技旗下苏州追创聚力股权投资合伙企业（有限合伙）、厦门追创企业管理合伙企业（有限合伙）共同出资。 此次20亿资本落子，与追觅近期的战略升级节奏高度同步。 3月12日，上海AWE 2026展会上，追觅科技创始人俞浩正式发布“人车家天地芯”智能生态战略，宣告企业从家庭智能赛道，向芯片、智能出行、太空探索等全域领域延伸，构建全维度智能生活体系。 目前，清洁电器、全屋智能、已量产的 “天穹” 机器人芯片，2025 年贡献超450 亿元公司营收，海外收入占比78%，是追觅现金流基础，而太空、芯片等业务愿景，拉高了公司的估值。 3月16日，追觅科技旗下公司“芯际穿越”的首颗“瑶台”太空算力基站在酒泉卫星发射中心成功发射升空‌，标志着其宏大的太空算力计划迈出实质性一步。 这次20亿投资，并非追觅首次加码厦门，1月22日追觅已在厦门注册3家同类合伙企业，厦门天空工场博铭科技发展合伙企业（有限合伙）、厦门天空工场博楠科技发展合伙企业（有限合伙）、厦门天空工场博峥科技发展合伙企业（有限合伙）成立，执行事务合伙人均为厦门追创企业管理合伙企业（有限合伙），单家出资额同样为5亿元，累计投资15亿元。 与此同时，追觅近期还在苏州相继成立智能机器人研发相关企业，进一步强化核心技术研发实力。1月，追觅驰宸科技（苏州）有限公司、追觅曜宸科技（苏州）有限公司成立，注册资本均为20亿人民币。经营范围均为智能机器人的研发，技术服务、技术开发、信息咨询服务等。股东信息显示，上述两公司均由追觅科技旗下追觅创新科技（苏州）有限公司全资持股。 资本动作背后，是追觅冲刺IPO与生态扩张的双重诉求。 作为一级市场独角兽企业，追觅已明确规划2026年下半年递交IPO申请，目标市值直指1500亿元。 此前，追觅科技创始...

北京市人民政府办公厅印发《北京市2026年推动经济稳中有进的若干措施》，其中提出，推动人工智能（885728）应用。对新型研发机构及相关企业的算力租赁（886050）成本，按有关政策给予补贴支持。对首次应用人工智能（885728）技术解决重点行业典型应用场景需求并实际落地的优质方案，按有关政策给予资金支持。对重点领域“人工智能（885728）+”示范项目，按有关政策给予不超过5000万元支持。

Melbourne Capital SICAV (MELBOURNECAP.BC) 風險 Yahoo 財經

3月18日，腾讯发布2025年第四季度及全年业绩报告。全年收入同比增长14%，非国际财务报告准则归母净利润同比增长17%，增速较上年明显加快。盈利能力持续改善，全年毛利率从53%跃升至56%， 主要得益于高毛利业务占比提升及成本优化 。 第四季度， 腾讯连续第五个季度实现营收与净利双增长 ：收入1944亿元，同比增长13%；非国际财务报告准则归母净利润646.94亿元，同比增长17%。增速双双超越市场预期，为AI战略布局提供了强劲支撑。 资本开支方面，腾讯全年投入达792亿元，研发投入857.5亿元，均创历史新高。这一大规模算力部署，既反映了公司在技术竞赛中的紧迫感，也验证了其核心业务具备支持长期投入的充沛现金流。 AI已成为新一轮增长的核心驱动力。 从广告、游戏到云服务，AI技术正全面渗透核心业务。战略层面，腾讯正加速AI代理领域布局，旨在面向AI时代重新定位微信这一核心入口。产品层面，公司已推出多款AI原生产品，并正开发深度集成于微信的AI Agent。从财报来看， AI战略的商业价值正加速兑现。 核心财务数据如下： 从全年来看 ，公司总收入达到7517.66亿元人民币，同比增长14%。 毛利为4225.93亿元，增长21%，毛利率由53%提升至56%。 经营盈利达2415.62亿元，同比增长16%。 年度盈利为2298.01亿元，增长17%。 本公司权益持有人应占盈利为2248.42亿元，同比增长16%。 非国际财务报告准则下，本公司权益持有人应占盈利为2596.26亿元，同比增长17%。 每股基本盈利为24.749元，较上年增长18%。董事会建议派发末期股息每股5.30港元，较上年的4.50港元增长18%。 分季度看 ，第四季度收入为1943.71亿元，同比增长13%； 毛利1082.89亿元，增长19%； 经营盈利603.38亿元，增长17%； 期内盈利590.89亿元，增长15%； 本公司权益持有人应占盈利582.60亿元，同比增长14%。 非国际财务报告准则下，本公司权益持有人应占盈利为646.94亿元，同比增长17%。 从业务分部看 ，增值服务全年收入3692.81亿元，同比增长16%。 其中，本土市场游戏收入1642亿元，增长18%；国际市场游戏收入774亿元，大幅增长33%，年收入突破100亿美元；社交网络收入1277亿元，增长5%。营销服务收入...

财联社3月18日讯（编辑 梓隆）， 近期，A股市场交投活跃度持续回落。截至3月18日收盘，两市全天成交额报收2.06万亿元，不仅逼近2万亿关口，更创下自2月13日以来的一个多月新低，在年内成交额中排名第三低位。 注：A股市场近期成交额变动情况（截至3月18日收盘） 市场量能连降五日，年内均值仍创纪录 今年以来，A股市场整体保持高量成交，截至今日收盘，47个交易日平均每日成交额近2.67万亿元，远超其余A股年份，同时是历史第二高纪录——2025年（1.73万亿元）的1.5倍。期间，除2月13日跌破2万亿元外，其余A股成交额均在此关口之上，其中，成交额突破3万亿元的交易日达10次，在年内整段行情中占比接近21.3%。 按月份来统计，年内单日成交额在3万亿元以上的巨量交易日主要集中在1月期间，累计共有8次，另有2次出现在3月。其中，A股成交额曾于1月14日一度攀升至3.99万亿元，不仅为年内同时也是历史最高数据。彼时， 上证指数 单日下跌0.31%， 科创 50、 中证500 指数当日领跑市场，而 红利指数 、 上证50 等指数跌幅居前。 注：A股年内/历史最高成交额日（1月14日）各指数表现情况 不过，进入3月11日以来，A股市场量能数据连日回落，目前已临近2万亿元关口。从资金面来看，沪深京三市整体融资余额规模则同期未有明显波动，截至3月17日数据，其目前融资余额2.63万亿元，较3月11日（2.64万亿元）仅下降86.9亿元。按行业板块统计， 有色金属 、 通信 、国防 军工 、 银行 、 交通运输 等板块遭融资客减持规模居前。 注：A股年内融资余额变动情况（截至3月17日数据） 局部活跃方向盘点，这些赛道热度较高 虽然近日A股市场活跃度较此前有所回落，但各类热点题材依旧快速轮动。从霸榜成交额前列的热股名单上看，共有11股近5日平均成交额超100亿元，分别为 新易盛 、 华工科技 、 中际旭创 、 阳光电源 、 宁德时代 、 金风科技 、 天孚通信 、 中国能建 、 东山精密 、 沪电股份 、 胜宏科技 。以行业层面统计，其主要所属 电子 、 电力 设备、通信、 机械 设备、 建筑装饰 板块。 注：近5日平均成交额居前的个股（截至3月18日收盘） 若以换手率数据统计，截至今日收盘，剔除新股影响，累计共有14股近5日平均换手率在30%以上。从行业分布上看，其主要集中在基...

专题：聚焦美股2025年第四季度财报 欧洲早盘时段该股涨幅超 14% 尽管营收与利润双双下滑，法国多元化企业集团 Bollore 仍提议向股东发放一次性特别回报，消息公布后公司股价大幅上涨。 欧洲早盘交易中，该股一度大涨 14% 以上 。今年以来，其股价累计上涨 4%。 公司提议： 派发 每股 0.08 欧元 的常规股息，与 2024 年持平； 额外派发 每股 1.5 欧元 的特别股息，总金额约 42 亿欧元 （48.5 亿美元）。 两项提案将在定于 5 月 27 日召开的布依格年度股东大会上审议。 公司周二晚间表示，此次股息为特别分配，将于 6 月 25 日 发放，资金来源于公司部分可用现金。 因前几年出售布依格非洲物流与布依格物流后，至今暂无重大再投资计划，董事会已在与控股股东 Compagnie de l’Odet 达成一致的情况下批准了该提案。 集团称，此次特别股息将从往年处置资产所得的留存收益中支取。 持有布依格 71% 股本的 Compagnie de l’Odet 计划在下半年派发特别中期股息。 与此同时，公司公布了 2025 年全年业绩： 营收 29.3 亿欧元 ，按报告口径同比下降 7%； 净利润从 18.2 亿欧元 降至 3.48 亿欧元 。 责任编辑：郭明煜

Institutional investor increases holdings in semiconductor manufacturer by over 50% in Q3 Got story updates? Submit your updates here. › Fulcrum Asset Management LLP grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 54.3% in the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 15,428 shares of the semiconductor manufacturer's stock, worth approximately $2.58 million. Why it matters Micron Technology is a major player in the semiconductor industry, producing memory and storage solutions used in a wide range of computing and electronic devices. Institutional investors like Fulcrum closely monitor and adjust their positions in companies like Micron, which can signal broader market trends and investor sentiment. The details Fulcrum Asset Management increased its Micron Technology holdings by acquiring an additional 5,430 shares during the third quarter. The firm now owns approximately 1.7% of Micron's outstanding stock, making it one of the company's top 11 institutional investors. Fulcrum Asset Management filed its 13F report for the 3rd quarter of 2026. The players Fulcrum Asset Management LLP An institutional investment firm that manages a portfolio of equity and fixed-income securities. Micron Technology, Inc. A global semiconductor company that designs and manufactures memory and storage solutions for a wide range of computing and electronic devices. Got photos? Submit your photos here. ›

(RTTNews) - Boyd Group Services Inc. (BYD_UN.TO) announced earnings for its fourth quarter that Increases, from last year The company's earnings totaled $4.79 million, or $0.19 per share. This compares with $2.44 million, or $0.11 per share, last year. Excluding items, Boyd Group Services Inc. reported adjusted earnings of $22.77 million or $0.90 per share for the period. The company's revenue for the period rose 5.5% to $793.85 million from $752.33 million last year. Boyd Group Services Inc. earnings at a glance (GAAP) : -Earnings: $4.79 Mln. vs. $2.44 Mln. last year. -EPS: $0.19 vs. $0.11 last year. -Revenue: $793.85 Mln vs. $752.33 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Silvant Capital Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,164,303 shares of the computer hardware maker's stock after buying an additional 38,593 shares during the quarter. NVIDIA comprises about 14.0% of Silvant Capital Management LLC's portfolio, making the stock its biggest position. Silvant Capital Management LLC's holdings in NVIDIA were worth $403,816,000 at the end of the most recent reporting period. A number of other hedge funds have also recently added to or reduced their stakes in NVDA. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the second quarter valued at about $40,000. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA in the 2nd quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up More NVIDIA News Here are the key news stories impacting NVIDIA this week: Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More. Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More. Positive Sentiment...

格隆汇3月18日｜印度政府官员：过去两周，印度新增12万个管道天然气用户接入。

Silvant Capital Management LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 852,692 shares of the iPhone maker's stock after purchasing an additional 19,959 shares during the period. Apple comprises approximately 7.5% of Silvant Capital Management LLC's investment portfolio, making the stock its 3rd biggest position. Silvant Capital Management LLC's holdings in Apple were worth $217,121,000 at the end of the most recent quarter. Other large investors have also recently modified their holdings of the company. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after buying an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Morgan Dempsey Capital Management LLC lifted its holdings in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after acquiring an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC acquired a new stake in shares of Apple in the 1st quarter valued at approximately $99,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Apple News Roundup Here are the key news stories impacting Apple this week: Apple Stock Up 0.6% Shares of AAPL opened at $254.23 on Wednesday. The stock's 50-day moving average price is $261.63 and its two-hundred day mov...

Kozak & Associates Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 141,069 shares of the computer hardware maker's stock after selling 16,408 shares during the period. NVIDIA comprises approximately 5.0% of Kozak & Associates Inc.'s holdings, making the stock its 8th largest holding. Kozak & Associates Inc.'s holdings in NVIDIA were worth $26,323,000 at the end of the most recent reporting period. Several other institutional investors also recently modified their holdings of NVDA. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the second quarter worth about $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA during the second quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Analyst Upgrades and Downgrades Several analysts recently commented on NVDA shares. Bank of America boosted their price target on NVIDIA from $275.00 to $300.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Rothschild & Co Redburn lifted their price objective on NVIDIA from $245.00 to $268.00 and gave the company a "buy" rating in a report on Thursday, January 15th. Robert W. Baird boosted their target price on shares of NVIDIA from $275.00 to $300.00 and gave ...

Kozak & Associates Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,725 shares of the software giant's stock after selling 2,945 shares during the quarter. Microsoft accounts for about 4.9% of Kozak & Associates Inc.'s investment portfolio, making the stock its 9th largest holding. Kozak & Associates Inc.'s holdings in Microsoft were worth $25,743,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other large investors have also bought and sold shares of the stock. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the third quarter valued at about $38,000. Sellwood Investment Partners LLC purchased a new stake in shares of Microsoft during the third quarter worth about $49,000. University of Illinois Foundation bought a new stake in shares of Microsoft in the second quarter worth about $50,000. Finally, LSV Asset Management purchased a new position in Microsoft during the 4th quarter valued at about $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Microsoft Trading Down 0.1% NASDAQ MSFT opened at $399.41 on Wednesday. The firm has a market capitalization of $2.97 trillion, a PE ratio of 24.98, a P/E/G ratio of 1.56 and a beta of 1.10. The stock's 50 day moving average is $424.42 and its 200 day moving average is $474.29. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ra...

Silvant Capital Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 615,535 shares of the software giant's stock after buying an additional 23,091 shares during the quarter. Microsoft makes up 11.1% of Silvant Capital Management LLC's portfolio, making the stock its 2nd largest position. Silvant Capital Management LLC's holdings in Microsoft were worth $318,816,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors also recently added to or reduced their stakes in the stock. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its position in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing a...

Kozak & Associates Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 88,491 shares of the iPhone maker's stock after selling 3,334 shares during the period. Apple accounts for about 4.5% of Kozak & Associates Inc.'s portfolio, making the stock its 10th largest holding. Kozak & Associates Inc.'s holdings in Apple were worth $23,668,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other large investors have also made changes to their positions in the stock. Isthmus Partners LLC grew its holdings in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its position in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter valued at about $65,000. Finally, 49 Wealth Management LLC increased its position in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Apple Stock Up 0.6% NASDAQ:AAPL opened at $254.23 on Wednesday. The company h...

Silvant Capital Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 8.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 153,723 shares of the social networking company's stock after selling 14,012 shares during the quarter. Meta Platforms comprises approximately 3.9% of Silvant Capital Management LLC's portfolio, making the stock its 6th biggest holding. Silvant Capital Management LLC's holdings in Meta Platforms were worth $112,891,000 as of its most recent SEC filing. Several other large investors have also modified their holdings of META. Brighton Jones LLC raised its position in shares of Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after buying an additional 570 shares during the period. Revolve Wealth Partners LLC grew its position in Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after acquiring an additional 875 shares during the period. Headwater Capital Co Ltd increased its stake in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after acquiring an additional 112,000 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in shares of Meta Platforms in the 2nd quarter worth about $213,000. Finally, Capital & Planning LLC purchased a new position in shares of Meta Platforms in the 2nd quarter worth about $322,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors. Get Meta Platforms alerts: Sign Up Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week: Analysts Set New Price Targets A nu...

格隆汇3月18日｜据市场消息，英国脑膜炎疫情扩大，英国卫生安全局统计了20例疑似病例，全部为年轻人。