Jin Medical International ( ZJYL ) approved a 1-for-20 reverse stock split of all authorized and issued shares. The reverse split will take effect on March 16, 2026. Class A shares outstanding will drop from 136.55M to 6.83M, while Class B shares will fall from 20M to 1M. The company also reclassified its share structure into dual classes: 45M Class A shares and 5M Class B shares. ZJYL shares down 16% premarket. More on Jin Medical Financial information for Jin Medical

A therapist who claimed he could heal birth trauma through sexual touching and oral sex has been sentenced to 11 years in prison. Gerald Peck, who has live profiles promoting his work as a bodywork psychotherapist, was convicted of five sexual offences on 2 February, after being charged in October 2024. Handing down the sentence at Lewes cown court on Thursday, Judge Mooney said: “The young woman who came to see you believed you could help her at a particularly difficult time in her life. She had every reason to believe she could trust you. “All the information you provided to her led her to believe you were a qualified bioenergetics practitioner. That was a lie. “You were banned from practising by the Bioenergetics Institute because in the late 1980s you used your position to sexually abuse women under the guise of therapy. Since that date you’ve been nothing more than a charlatan and a fraud.” Peck was also ordered to pay £9,730 in damages to cover the victim’s costs, including the therapy she has sought to help her recover. Unregulated therapists abusing clients and continuing to practise is a growing problem, and there are mounting calls for formal oversight of the profession. In a statement read at the sentencing, the victim said: “[Peck] caused profound and lasting damage to my mental and physical health, and to every part of my life. More than five years later, I still experience terrifying flashbacks that feel as though I am back in that room with him. “I have lived these past five years with constant worry that other women are likely still being harmed by him.” In a statement given to the police in 2021, the victim described how a friend had recommended Peck when she was seeking help for depression and anxiety. Peck encouraged her to come multiple times per week, with some sessions lasting several hours, she said. The so-called therapy included removing clothing, as skin-to-skin contact “helps soothe nervous systems”, and telling her that her inner baby “ne...

In this podcast, Motley Fool co-founder Tom Gardner and contributor Matt Frankel talk with IBM Chief Financial Officer Jim Kavanaugh about the new IBM. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on March 01, 2026. Jim Kavanaugh: Over the last three plus years, we've created more value for our shareholders than the prior 111 years combined. Mac Greer: That was IBM Jim Kavanaugh. I'm Motley Full producer Mac Greer. Now, Motley Full co founder and CEO Tom Gardner and Motley Full contributor Matt Frankel recently talked with Kavanaugh about the new IBM and about what AI means for IBM's future. Now, I should note that this interview was recorded on February 10, prior to the big decline in IBM's stock price over concerns about Anthropic' new CBA coding tool. Hope you enjoy the conversation. Tom Gardner: Well, hello, Fools. We're so excited to spend the next half hour or so with the Chief Financial Officer of IBM, Jim Kavanaugh and Matt Frankel, our Hidden Gems investment analysts helping out throughout Jim. Thank you so much for this time. Jim Kavanaugh: Great. Thank you, Tom. I appreciate you having us here and looking forward to an engaging discussion with both of you. Tom Gardner: Let's hope we don't let you down. We're so excited about this. I will say for investors of the Molly Fool, we have eight recommendations of IBM. Those investments have done quite well for us. We take a very long term perspective with our investment strategy, so we're always looking to hold our investments for at least five years. Obviously, there are so many transactions in the marketplace and so much excitement about trading and sports betting and all the other things that people get drawn into. But we're very convinced that the best returns come in the equity markets to those who find businesses that are making impr...

In this podcast, Motley Fool co-founder Tom Gardner and contributor Matt Frankel talk with IBM Chief Financial Officer Jim Kavanaugh about the new IBM. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. 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 » A full transcript is below. Should you buy stock in International Business Machines right now? Before you buy stock in International Business Machines, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and International Business Machines wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $522,791!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,132,678!* Now, it’s worth noting Stock Advisor’s total average return is 952% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 12, 2026. This podcast was recorded on March 01, 2026. Jim Kavanaugh: Over the last three plus years, we've created more value for our shareholders than the prior 111 years combined. Mac Greer: That was IBM Jim Kavanaugh. I'm Motley Full producer Mac Greer. Now, Motley Full co founder and CEO Tom Gardner and Motley Full contributor Matt Frankel recently talked with Kavanaugh about the new IBM and about what...

格隆汇3月12日｜瑞典初创公司Lovable的年度经常性收入已达到4亿美元，随着企业和个人用户涌向让初学者也能轻松编程的AI工具，公司业务迅速增长。Lovable首席执行官Anton Osika在表示，这一进展比原先预测快了五个月。Lovable成立于2023年，是一批Vibe Coding初创公司中的一员，这类公司允许用户通过自然语言提示来快速创建应用程序和网站的原型。

《科创板日报》3月12日讯 今日科创板晚报主要内容包括：国家工业信息安全发展研究中心：发布工业领域OpenClaw应用的风险预警通报；星际荣耀双曲线3号可重复使用运载火箭预计年底首飞；贝莱德斥资1亿美元培训电工等技术工人。 【热点聚焦】 简讯： 国家工业信息安全发展研究中心：发布工业领域OpenClaw应用的风险预警通报 国家工业信息安全发展研究中心发布《关于工业领域OpenClaw应用的风险预警通报》：OpenClaw目前正加速在工业领域研发设计、生产制造、运维管理等环节部署应用。然而，由于OpenClaw存在信任边界模糊、多渠道统一接入、大模型灵活调用、双模持久化记忆等特点，一旦缺乏有效的权限控制策略或安全审计机制，可能因指令诱导、供应链投毒等被恶意接管，造成工控系统失控、敏感信息泄露等一系列安全风险。 司法部部长贺荣：今年将加快研究人工智能等领域立法 司法部部长贺荣3月12日在十四届全国人大四次会议第三场“部长通道”上表示，人工智能是今年两会的“高频词”。今年将加快研究人工智能、低空经济等领域立法，修订道路交通安全法、制定空域管理条例等。 有银行收到监管机构“龙虾”风险提示 提示及时更新、封堵安全漏洞 已有银行收到监管机构下发的OpenClaw（俗称“龙虾”）风险提示。相关风险提示称，OpenClaw（俗称“龙虾”）初期版本存在多个安全漏洞，可能存在被利用的风险，攻击者可在没有获得系统授权的情况下获得系统更高级别授权，执行远程代码，获得系统敏感数据，请各部门关注相关产品使用和受影响情况，及时更新、封堵安全漏洞、消除安全隐患。此前，开源AI智能体OpenClaw凭借较低的代码门槛，灵活的部署方式、可调用多种大型语言模型以及24小时待命的自主执行能力迅速出圈。近期官方多次发布相关风险提示。 星际荣耀双曲线3号可重复使用运载火箭预计年底首飞 《科创板日报》记者今日在2026年上海商业航天大会暨展览会上独家获悉，星际荣耀副总经理谢红军表示，双曲线3号可重复使用运载火箭预计于2026年底首次发射。 贝莱德斥资1亿美元培训电工等技术工人 未来10年预计美国需新增30多万名电工以满足AI建设需求 全球最大公募基金管理公司贝莱德周三宣布将投资1亿美元用于技术工人培训项目，资金将通过非营利组织和劳动力发展合作伙伴在美国多个州进行分配。该计划的目标是在未来五年内惠及5万名工人。惠...

格隆汇3月12日｜声明显示，巴西政府将于当地时间上午10点40分宣布一系列措施，以减轻国际油价波动对巴西柴油价格的影响。

财联社3月12日讯（记者 方彦博） 当地缘冲突对化工市场的影响持续发酵，又逢下游需求旺季到来的聚丙烯（PP），在两者共同作用之下，迎来一轮涨价潮。 财联社记者从产业链处获悉，今日， 宝丰能源 （600989.SH）、 东华能源 （002221.SZ）、以及 中国石油 （601857.SH）、 中国石化 （600028.SH）旗下多家炼化企业集体上调PP价格。其中，宝丰能源旗下各类PP产品价格已连续2日上调，累计涨价幅度约600元/吨。 “此次PP价格大幅上行，核心源于成本端的支撑与需求端的拉动。地缘冲突引发的国际油价大幅跳涨，为PP的成本提供有力支撑，且三月以来，国内聚丙烯装置检修计划增多，让PP市场的供需格局有所变化。”国内某大型石化企业相关人士对记者表示，“与此同时，眼下正值下游企业的复工期，生产线逐步重启，PP的春季旺季需求释放，让PP市场的看涨情绪颇为强烈。” 成本需求共振，PP价格拉升 受地缘冲突影响，国际油价的大幅抬升是本轮PP价格走高的核心原因。 “国际油价大幅跳涨带动石脑油、丙烷、丙烯等上游原料价格同步走高，全产业链成本重心快速上移。作为国内PP供应格局中的主导类型，油制PP受原油价格居高不下影响，成本支撑尤为坚实。”前述企业人士称。 记者从产业链处了解到，近期，天津渤化、中海壳牌、浙江石化、裕龙石化、茂名石化等多套PP生产装置停车或降负荷，叠加进口到港量大幅减少，国内PP市场的供应出现大幅缩量。 此外，在产业链的下游，PP的需求正在复苏。 “此时正是PP下游企业集中复工期，快递物流、食品包装、日化、家电及新能源等领域需求复苏，塑编、BOPP、CPP薄膜与改性PP等细分赛道开工回暖、订单密集释放，让PP市场的看涨情绪颇为强烈。”该人士表示。 数据显示，截至12日，全国PP拉丝市场均价约8657元/吨，较上周涨1163元/吨，单周涨幅达15.52%；较2月末价格已涨超2000元/吨，涨幅超过30%。 煤制PP利润大幅增长 记者注意到，虽然PP的市场价格出现普涨，但不同工艺的PP生产企业的盈利情况却大不相同。 据悉，在我国PP的生产原料通常来自于原油、丙烷、煤炭等，其中油制工艺产能超过2700万吨/年，在PP供应中占据主导地位，PP价格也因此与原油价格呈强相关性。 根据相关机构测算，当原油价格达到90美元-100美元时，油制PP的成本可达约8980元/吨...

SAN FRANCISCO, March 12, 2026 /PRNewswire/ -- Taya today announced it has raised a $5 million seed round led by MaC Venture Capital and Female Founders Fund, with participation from a16z speedrun. Founded by Stanford-trained product designer and mechanical engineer Elena Wagenmans, previously at Apple, Taya is an AI necklace built to honor the social contract: intentional, single-player voice capture, not ambient recording of the room. Taya Logo While many recent AI hardware products have leaned toward always-on environmental awareness, Taya is taking a different approach. Instead of continuous environmental recording, the device focuses on short, intentional captures, helping people preserve fleeting thoughts without turning everyday life into a stream of surveillance. Taya's system is designed around directional microphones and voice-prioritization signal processing to focus on the wearer rather than the surrounding environment. "People want intelligence, but they don't want to wear something that makes everyone around them uncomfortable," said Elena Wagenmans, Founder & CEO of Taya. "We're building jewelry-first AI for private reflection - something you choose to wear, and choose when to activate." Following 3 million organic views across platforms and a sold-out initial pre-order batch, Taya has spent the past several months in direct conversation with early customers to refine both hardware and software around daily usability, privacy, and long-term retention. Rather than positioning itself as a meeting notetaker or always-on recorder, Taya is focused on brief, frequent voice captures throughout the day: moments of insight, reminders, and creative thoughts that would otherwise disappear. "Privacy isn't a feature, it's an architectural decision," Wagenmans added. "If this becomes part of your daily life, it has to align with how people actually want to live." Taya is currently in active development and expects to begin fulfilling its initial pre-order batch late...

NicoElNino/iStock via Getty Images Sea Limited ( SE ) is growing very strongly across its multiple businesses. However, management decided to invest for growth in ecommerce rather than optimizing margins in 2026, which generated a negative market reaction in a risk-averse environment for growth stocks. As of this writing, Sea Limited is down by 56% from its high of the year and trading at historically attractive valuations. Looking under the hood, the business fundamentals and the long-term value drivers remain intact, and Sea Limited looks like an attractive buying opportunity for investors willing to own the company for the long term. Strong Fundamentals And Investing For Growth Sea Limited is a fairly complex organization, as it operates in three different businesses—ecommerce, fintech, and gaming—across the main markets in Southeast Asia. If we start by looking at the company as a whole, the numbers are more than healthy. Total revenue in the fourth quarter of 2025 reached $6.9 billion, up 38% year over year. The number exceeded expectations by 6%. Profit margins also expanded strongly during the quarter, operating profit grew 85% year over year, and net income jumped 73% versus the same quarter in the prior year. Sea Limited Zooming into the different growth engines, the e-commerce segment, Shopee, is growing at full speed. Gross orders increased 30.5% to 4 billion, and GMV (Gross Merchandise Value) expanded by 28.6% to $36.7 billion during the period. Revenue at Shopee increased 35.8% year over year, to $5 billion. Revenue is growing much faster than GMV, driven by increasing monetization in advertising. Ad paying sellers increased 20% year over year, with the average spend jumping by 45%. Total advertising revenue increased 70% versus the same quarter in the prior year, with ad take rates expanding by 80 basis points. Advertising is a high-margin business, and it creates a virtuous cycle for Sea Limited. If more sellers invest in advertising and attract more ...

格隆汇3月12日｜据新京报，3月楼市“小阳春”已经拉开序幕。和往年同期相比，今年“小阳春”会呈现出怎样的成色？在市场人士看来，今年的春季行情，既有传统季节性规律的支撑，又带着十分鲜明的“结构性分化”特征。 从近期日度网签数据，也能直接感受到市场热度。3月9日、10日、11日，北京二手住宅分别成交712套、657套、751套，连续保持高位运行。上海市场的复苏势头也较为抢眼。3月7日，上海二手房单日网签1324套，时隔315天再度创下单日新高；3月8日、9日也分别成交1179套、870套，热度持续。 上海易居房地产研究院副院长严跃进观察到，春节后，上海二手房交易持续保持活跃态势，周末交易表现尤为突出。除了上海，其他重点城市二手房市场也有积极表现。“一个核心原因在于，当前购房成本已处于相对低位，叠加各类楼市利好政策的持续发力，以及市场对房价企稳的预期不断增强，多重因素共振推动市场交易进一步活跃。”

Micron Technology Inc (NASDAQ:MU) shares edged lower Thursday as investors weighed geopolitical risks, AI supply-chain competition and shifting sentiment across semiconductor stocks. Middle East Tensions Raise Risks For Chip Supply Rising tensions in the Middle East are creating risks for the semiconductor industry by threatening supplies of key materials and raising energy costs that could reduce demand for AI-related chips. Analysts say the U.S.-Israel conflict with Iran could disrupt access to materials such as helium and bromine, which are used in semiconductor manufacturing. Helium is particularly critical because manufacturers rely on it to manage heat and support chip production processes, and there is no viable substitute. Supply risks could also grow if shipping routes such as the Strait of Hormuz are disrupted. At the same time, higher energy prices tied to the conflict could increase the operating costs of AI data centers, which consume large amounts of electricity. Analysts warn that rising costs may slow AI infrastructure expansion and reduce demand for chips used in these systems. Micron Expands AI Memory Strategy Micron is deepening its push into AI infrastructure with new high-performance memory products, including what it has described as new ‘Monster’ Memory chips aimed at easing AI’s power and performance bottlenecks. According to an Idaho-to-California partnership, the company has tied its next wave of advanced memory development to a roughly $5 billion buildout intended to address AI’s energy constraints and position its portfolio for a multi-year ramp into the 2027 chip cycle. Micron’s long-term investment strategy centers on expanding memory technology used in AI servers, where demand for advanced memory continues to grow. AI Memory Competition And Market Rotation Competition for next-generation AI memory remains a key theme across the semiconductor industry. Micron’s outlook is closely tied to demand for high-bandwidth memory (HBM), which is ...

格隆汇3月12日｜据一财，3月12日晚间，寒武纪披露2025年年报，全年实现净利润20.59亿元，标志着该公司正式摘除未盈利企业标识，成为科创成长层首家“毕业”企业。随着年报季展开，百济神州、奥比中光、诺诚健华、北芯生命、精进电动等5家企业预计也将陆续摘“U”出层。 自开板以来，科创板共支持61家上市时未盈利企业登陆资本市场，其中22家上市后成功“摘U”，预计2025年年报披露后摘“U”企业数量将达到28家，比例近五成。上述28家企业自上市到摘“U”平均用时约2.2年，2025年预计实现营业收入1758.16亿元、净利润94.87亿元。

When she finally arrived in a safe place after suffering a quarter of a century of mental and physical torment, she was frail and timid. She could not bear to be hugged, and craved hot showers, getting up at 3am to try to get clean. The foster carer who took in the woman who had been held and forced to work in “Dickensian conditions” in a house in an English market town said the victim remained terrified of her abuser, Amanda Wixon, whom she called “the witch”. Wixon was jailed for 13 years on Tuesday. The carer, who is remaining anonymous to protect the identity of the victim, said that when she was finally freed by police, the woman was very shy, anxious and unwell. “She was very skinny. I had to take her to the doctors and get lots of appointments and try and feed her and show her love,” she said. “She wasn’t used to things like that. It was really hard even giving her hugs. She didn’t want me to hug her. So I used to say to her: ‘You know, when you’re ready, I’ll be here for you’. And within the week, she turned around and started being loving.” View image in fullscreen Amanda Wixon, pictured, ‘would bash her, lock her in the room, black bags over the windows so she couldn’t get any light’, says the foster carer. Photograph: Ben Birchall/PA Gradually the victim talked about what had happened in the years since she was first held, at the age of 16, at Wixon’s house in Tewkesbury, Gloucestershire. “Basically, she wouldn’t get any food. She would get scraps. She was doing a lot of housework. And when she asked for things, she would be refused. She just wasn’t being looked after at all. It was just horrible. “[Wixon] would bash her, lock her in the room, black bags over the windows so she couldn’t get any light. Her abuser squeezed washing-up liquid down her throat and poured bleach [on her face]. She’s got scars on her mouth. She did all the housework, cleaning, ironing, everything. She was a proper slave.” The carer said she wasn’t allowed to wash. “But she’s a ve...

A woman imprisoned and forced to work for a mother of 10 for more than a quarter of a century in “Dickensian” conditions has said nothing can give her back her lost years as her abuser was sentenced to 13 years. The woman, who was held by Amanda Wixon in Tewkesbury, said: “For 25 years I lived in fear, control and abuse. I was treated as though my life, my freedom and my voice did not matter. The trauma and the nightmares are something I still carry with me every day.” In a statement released as Wixon, 56, was sentenced at Gloucester crown court on Thursday morning, the woman said: “I am now living with a wonderful family who show me kindness, patience and support. Their love is helping me slowly rebuild the life that was taken from me and begin to feel safe again. Nothing can give me back the 25 years I lost.” There are growing calls for social services to explain why the victim, now in her 40s, slipped through the net. Her foster carer said: “It’s just a horrible situation which should never have happened. I think social services should be more alert and then maybe no one else will go through what she has been through.” Wixon beat the woman, squirted washing-up liquid down her throat, splashed bleach on her face and shaved her head against her will. Police bodycam footage shows Amanda Wixon being questioned – video The woman lived off scraps, could not leave the house in Gloucestershire, and was forced to wash secretly at night. Her benefit money was paid into Wixon’s account. In newly released voice notes found by police, the victim gave an insight into her plight. In one, she said: “I was in agony last night, I was crying … I had no one to speak to.” In another, she said: “Wish I could go out, take Marley [the family’s dog] for a walk every day of the week, wish I could do that but I can’t.” Footage taken from police bodyworn-cameras reveals that when police found the woman, Wixon told them her victim was “quite reclusive”. Asked when the woman last had a bath, ...

神州数码（000034）公告，董事、高级管理人员陈振坤、吴昊、陆明、潘春雷合计持股214.94万股，占0.2965%，拟自减持计划（883921）披露之日起15个交易日后的三个月内，即2026年4月7日至2026年7月6日，以集中竞价方式减持不超过53.73万股，占0.0741%。

当传统家居品类的增长开始陷入瓶颈，产业的未来将会在哪里?答案已经指向由新需求、新生活方式驱动的新赛道：适老、宠物、潮玩、智能、出海这五大机会。 适老家居：从“补救型配件”到“全龄健康”万亿新蓝海 近日，国家统计局发布数据显示，2025年年底，我国60岁及以上人口超过3.2亿；国家卫生健康委预测，到2035年这一数字将突破4亿；银发经济规模有望突破30万亿元。这意味着，适老家居赛道的增长关键，将从补救型“小众消费”的 “适老配件”，升级为主流的“健康人居”系统解决方案。 这片蓝海已吸引众多头部品牌躬身入局，松下康养、世道、光星、追觅等企业，已经将适老理念融入家电、床、坐垫、机器人等全屋产品线的底层设计。典型如，MPE智能床满足居家智慧养老需求，可以监测老者的心率、呼吸率、血氧环、舒张压等；乐龄开心屋为用户提供沐浴空间、起床扶手等全屋适老解决方案。“全域适老”设计理念正成为家居产品的新卖点。 在赛道养成中，“跨界融合”医疗康养资源成为当前适老行业的重要趋势。只有构建智慧养老新场景，打通居家、社区与医疗机构的数据与服务闭环，方能在这片万亿蓝海中占据一席之地。 宠物家居：掘金“毛孩子”背后千亿赛道的新叙事 据《2026年中国宠物行业白皮书(消费报告)》显示，2025年城镇宠物(犬猫)数量达1.26亿只，消费市场规模达3126亿元，预计2028年将达4050亿元。当“毛孩子”逐步成为家庭的核心成员，“人宠共居”便从概念催生出强劲的消费力。 来源：派读宠物行业大数据平台 目前宠物家居赛道呈现高复购、高溢价等显著特点，在淘宝、京东、美团等平台，耐用好看、健康环保的宠物窝垫、猫爬架等品类持续热销，复购率远超传统家具。 品牌端，一方面，天元、酥呼等垂直品牌发挥自身专业特长深耕宠物习性，基于“宠物视角”研发产品。另一方面，传统家居巨头如顾家家居、索菲亚、宜家、海尔等，都推出了融合“悦宠”“悦己”的功能模块化家具(如带猫窝的边几、带攀爬架的书架、甚至人宠共居整家定制方案)，重新定义宠物家居的颜值与功能天花板。 在家居新范式看来，跳出风口的热闹，深耕宠物习性、情绪与生理需求，才能设计出实用安全的宠物家居产品，避免“人类视角”审美陷阱。 潮玩家居：从“功能摆件”到“情绪搭子”的新价值 当“哭哭马”高峰时单日销量破3万件，泡泡玛特2025年上半年营收高达139亿元，毛利率高达70%的卡牌也撑起...

格隆汇3月12日｜波兰警方：在波兰西部的一处矿井发现一架无人机；该无人机“看起来并不像民用无人机”。

《科创板日报》3月12日讯 随着 光纤光缆 行业需求逐步增长，行业价格水涨船高。在这一背景下，运营商集采接连出现流标、加价现象，部分产品投标限价甚至在两个月内暴涨100%。 据 中国电信 阳光采购网公开信息显示， 重庆电信2026年引入光缆应急采购项目两次招标均无供应商投标 ：第一次采购中，采购设置最高限价为218.3691元/皮长公里，采购失败；第二次提高至258元仍失败，直至第三次将限价提升至350元才终于完成采购， 较最初价格涨幅超60%。 值得注意的是，该项目为不带量采购，预估不含税金额175万元。因此尽管采购单价显著上涨，但对应采购量将减少。 同样几经波折的还有广东电信2026年引入光缆及室外光缆应急采购两个项目。 这两个项目于今年1月先后启动招标。其中引入光缆项目最高投标限价约870.82万元（不含增值税，下同），“GJYXFCH-1芯”光缆成缆单最高投标限价为213.2718元/皮长公里；室外光缆项目最高投标限价约4819.90万元，“GYTA-单模G.652D-24芯”光缆成缆单价最高限价为1245元/皮长公里。 但2月6日，广东电信宣布暂停这两个项目，又于2月末恢复项目采购，之后在3月5日宣布招标失败，原因为“按时递交投标文件的投标人不足三家”。 在3月12日，广东电信又另外发布了引入光缆及室外光缆应急采购项目的重新招标公告。其中引入光缆项目最高投标限价1787.57万元，“GJYXFCH-1芯”光缆成缆单价最高投标限价为350.00元/皮长公里；室外光缆项目最高投标限价5362.28万元，“GYTA-单模G.652D-24芯”光缆成缆单价最高限价为2500元/皮长公里—— 两个月时间内，同一产品单价最高投标限价较分别提高64%与100%。 值得留意的是，广东电信也在同步推进2026年第一季度引入光缆应急采购项目。 2月26日发布的询比公告中，“GJYXFCH-1芯”光缆成缆单价最高响应限价为310.00元/皮长公里——换言之， 从1月至3月，广东电信已至少两次上调该集采限价。 彼时中国银河证券曾指出，该次招标单价提升侧面反映了光纤价格大幅上调的市场普遍情况；同时该招标为应急采购项目，更偏向于短周期，结合此前因项目情况变化而暂停的招标， 或代表光纤的缺货情况已经较为普遍。 该项目已于3月10日公示成交候选人，而 候选人报价均超过了最高限价（172....

格隆汇3月12日｜以色列军方针对黎巴嫩南部发布的撤离命令将建议撤离区域几乎扩大一倍。

格隆汇3月12日｜伊朗安全委员会主席拉里贾尼：一旦伊朗电网被摧毁，该地区将在30分钟内陷入全面停电。

IURII KRASILNIKOV/iStock via Getty Images The Middle East war is escalating. The market seems unimpressed with the announcement that strategic oil reserves will be released. The announcement is light on details, such as pace and composition. Moreover, the markets’ understanding of the disruption is well beyond oil and includes gas, fertilizer, sulfur, and urea. Adding to geoeconomic morass, late yesterday, the US announced it was opening trade investigations (under Section 301 of the Trade Act) to around 16 countries, including China, the EU, Mexico, Japan, South Korea, Taiwan, Switzerland, Norway, and several others in East Asia. The US dollar ( DXY ) is mostly firmer. Equities are lower and rates are mostly higher. April WTI is above yesterday’s high, as is May Brent. Gold and silver are consolidating but slightly firmer. Prices G10 • The euro trended lower in Europe and North America yesterday. It reached nearly $1.1560, and selling earlier today took it to almost $1.1530. The four-month low set on Monday was slightly above $1.1505. It recovered back to yesterday’s low in Europe but stalled. The technical tone is poor, and although the momentum indicators are stretched, they do not appear poised to turn higher. • The dollar stalled slightly in front of JPY159 in North America yesterday and edged up to almost JPY159.25 today. It held the January 23 high (~JPY159.25) when the Fed reportedly checked prices on behalf of the US Treasury. The dollar slipped to session lows a little ahead of JPY158.65 in Europe, where it appears to be finding bids. • Sterling slipped below $1.34 in the North American session yesterday, but it did not spur fresh selling. It spent most of the NY afternoon consolidating in a narrow range below $1.3415, before being sold to about $1.3360 in Asia-Pacific turnover today. It has returned to the $1.3400 area in Europe but may be running out of steam. Options for almost GBP500 at $1.3375 expire today. Sterling has outperformed the euro since the...

Tippapatt/iStock via Getty Images Introduction In August and December , I wrote about Red Violet ( RDVT ) being a great small-cap company. Financially strong, bolstered by a credible management team and a clear growth outlook. Although I had concerns about the stock's price relative to its valuation in August, I updated my view to a BUY in December based on growth that consistently met or beat expectations. And after the FY 2025 earnings report that was released on March 4th, Red Violet is continuing its impressive progress, reiterating my BUY thesis . Recent Performance Revenue came in at $90.3 million for the year, a 20% growth rate YoY. It's important to point out that this growth was achieved organically without acquisitions or sacrificing margins. But even more impressive, revenue growth was consistent throughout the quarters . Red Violet posted 20% revenue growth in every 2025 quarter, with each quarter setting a revenue record. This is in part due to 77% of revenue being contractual, a number that has remained consistent over the last few quarters, proving that the business model remains sticky. Once a customer integrates a Red Violet product deep into their platform, they are highly incentivized to stick with it. Author's Data Historically, Q4 is a soft period for the business. But for the second year in a row, Red Violet has posted a strong Q4. CEO Derek Dubner attributed this strength to broader momentum in "expanding enterprise adoption as customers embed our (Red Violet's) intelligence more deeply into core operational workflows. " The most impressive YoY, however, is earnings. Q4 GAAP net income was $2.8 million vs $863K a year ago, a 220% increase. Sure, for a small company, triple-digit growth may be expected, but I see this as the thesis unfolding. Customer Metrics I think one of the most underrated aspects of Red Violet's business is the steady growth of its customer base. Author's Data As seen in the chart above, it's easy to see more customers bei...

格隆汇3月12日｜美国新屋开工连续第三个月增长，达到近一年来最快速度，主要受到多户型住宅项目的推动。周四公布的数据显示，1月新屋开工增长7.2%，折合年率为149万户，高于市场预期。增长主要由多户型住宅建设近30%的激增所带动，而独栋住宅开工则出现下降。这份报告表明年初房地产市场出现一定动能，较低的按揭利率以及开发商提供的销售激励措施吸引潜在购房者重新入市。这正逐步消化房屋建筑商积压的库存，并鼓励更多建设活动。不过，由于对住房可负担性和高建筑成本的持续担忧，房屋建筑商信心仍然低迷。本周早些时候公布的数据显示，在伊朗战争扰动市场之后，美国抵押贷款利率录得自去年9月以来最大的单周涨幅。

格隆汇3月12日｜以色列国防军：对黎巴嫩南部居民发布紧急警告，必须立即撤离。

格隆汇3月12日｜高盛预计，到2026年底美国总体个人消费支出价格指数（PCE）为2.9%，核心PCE为2.4%，同时将GDP增速预测下调至2.2%。

格隆汇3月12日｜今日，针对龙虾带来的安全挑战，腾讯推出了OpenClaw安全工具箱，为企业和用户提供安全保障。针对在云端部署的开发者与企业，腾讯云Lighthouse及ClawPro升级专属部署架构，支持环境隔离与快照回滚；腾讯云AI Agent安全中心可统一管理云上AI Agent，监测异常指令并扫描技能风险。对于将龙虾部署在个人电脑的用户，腾讯电脑管家18.0新增“龙虾管家-AI安全沙箱”功能，实现隔离运行。

煤炭板块估值修复。 3月12日，中东地缘冲突升级推高国际油价气价，涨价效应加速传导至国内煤炭市场，煤炭板块掀起涨停潮。兖矿能源（600188.SH）、郑州煤电（600121.SH）强势涨停，晋控煤业（601001.SH）、中煤能源（601898.SH）涨逾8%，陕西煤业（601225.SH）、上海能源（600508.SH）、潞安环能（601699.SH）等个股涨幅超5%。分析人士认为，煤炭板块兼具“周期弹性”与“稳健红利”双逻辑：动力煤和焦煤价格处于历史低位，供需改善支撑价格向上弹性；同时多家煤企高分红意愿强，并已推出稳定的中期分红计划。 中东局势若持续紧张，将催化油气价格，带动煤价看涨情绪升温，更可能收紧国内进口煤规模。与此同时，国内煤炭价格仍处历史低位，上市公司2025年业绩预告普遍“惨淡”或预示着业绩底渐行渐近，在周期弹性与高股息红利的双重加持下，煤炭板块正迎来估值修复。 地缘冲突催化煤价上行预期 3月12日盘面上，资金抢筹煤炭股的意图十分明显。兖矿能源开盘一小时后便封死涨停，截至收盘报22.17元，刷新历史高点，年内涨幅扩大至68.6%；中煤能源放量大涨8.1%，也刷新历史高点；晋控煤业、陕西煤业、电投能源等个股涨幅均超过5%。 实际上，从1月以来，煤炭板块估值持续拉升，截至3月12日，申万煤炭指数年内上涨27.82%，涨幅在一级行业中排名第二，创2015年6月以来的新高。 近期中东冲突持续升级，是推动煤炭板块加速上涨的主要催化。霍尔木兹海峡商业航运受阻，市场对原油供应中断的担忧急剧升温，3月12日布伦特原油期货价格重回95美元/桶上方，欧洲天然气价格跟随原油价格上涨同步飙升。 历史经验表明，地缘冲突导致的油气价格高企，往往会通过能源替代效应向煤炭传导，天然气价格大涨也会刺激电厂增加煤炭采购，进而推高国际煤价。本轮国际动力煤价格已随之上涨20%，进口煤成本迅速抬升。 回到国内市场，煤炭行业正处于反内卷阶段，主要通过减少进口煤、控量国产煤两大举措实现反内卷。在煤炭供大于求的背景下，短期国内供给维持高位及非电煤需求疲弱的局面很难改变，但海外煤涨价可能导致进口煤阶段性收缩，为国内煤价提供了支撑。 煤价本身也具备了较强的向上弹性。当前动力煤价格仍在煤电盈利均分线附近徘徊，炼焦煤价格更是处于近五年低位。供给端，“查超产”政策持续发力，主产区产量释放受到制约；需求端，3...

NVIDIA Corp. (NASDAQ:NVDA) shares slid during Thursday's premarket session. Today, the company announced partnership news tied to government-grade AI deployments while risk appetite stayed cautious. Partnership With Palantir Palantir Technologies (NASDAQ:PLTR) announced a "sovereign AI OS reference architecture" with Nvidia. The company says it delivers customers a turnkey AI datacenter experience spanning hardware procurement through application deployment. Palantir said the AIOS-RA is based on NVIDIA Enterprise Reference Architectures. It is "tested and qualified" to run Palantir's full software suite, including AIP, Foundry, Apollo, Rubix, and AIP Hub. The release frames the stack as combining NVIDIA AI infrastructure and notes it runs on NVIDIA Blackwell. Justin Boitano, vice president, Enterprise AI Platforms, NVIDIA, added, "AI is redefining the infrastructure stack — demanding, latency-sensitive and data-sovereign environments require a full-stack architecture — built from silicon to systems to software." "By combining Palantir's sovereign AI OS reference architecture with NVIDIA AI infrastructure, industries and nations can turn data into intelligence with speed, efficiency, and trust." Technical Analysis The broader market moved lower on the previous trading day, with the S&P 500 (SPY) down 0.49% and the Nasdaq (QQQ) down 0.44%. NVIDIA is trading 0.3% below its 20-day SMA and 0.4% below its 100-day SMA, showing the stock is chopping around a tight consolidation zone after a strong run. Shares are up 60.73% over the past 12 months, and the stock is positioned closer to its 52-week high ($212.19) than its 52-week low ($86.62). Analyst Outlook Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $277.50. Recent analyst moves include: Tigress Financial : Strong Buy (Raises Target to $360.00) (Mar. 5) : Strong Buy (Raises Target to $360.00) (Mar. 5) Wedbush : Outperform (Raises Target to $300.00) (Mar. 3) : Outperfor...