伊拉克总理新闻办公室11日发表声明说，伊拉克总理苏达尼当天与伊朗总统佩泽希齐扬通电话时表示，伊拉克反对并谴责针对伊朗的“不义之战”，重申伊拉克致力于维护地区及各兄弟国家的安全与稳定。 苏达尼表示，伊拉克愿为结束冲突、推动各方重回对话与和平解决轨道作出努力，反对以武力解决争端，因为这将威胁地区和国际和平与安全。 苏达尼表示，伊拉克政府尊重伊朗的主权，绝不会允许任何一方或个人利用伊拉克领土对伊朗发动袭击，但针对伊拉克领土的袭击同样侵犯伊拉克主权和安全，是不可接受的，会破坏伊拉克为结束战争、推动对话所作的努力。 声明说，佩泽希齐扬对伊拉克反对以武力解决争端的立场表示赞赏，并感谢伊拉克政府为维护地区安全与稳定所作努力。他重申，伊朗尊重伊拉克的主权和领土完整。(新华社)

JHVEPhoto/iStock Editorial via Getty Images There's no doubt that in 2026, the core trends shaking the stock market are the rising conflicts in the Middle East and the "SaaSpocalypse" that has taken a huge bite out of tech stock valuations. Though I largely believe that the narrative that AI will eliminate most incumbent software is incredibly overblown, this is an incredibly critical juncture for investors to deploy careful stock-picking to weed out positions that are at higher risk of being disrupted. Yext ( YEXT ), in my view, is one of these companies. The self-described "knowledge engine" software company, which helps brands to manage their data across the web and become more discoverable in search engines including AI, has seen a persistent slippage in revenue growth rates and inescapable churn from its customer base. The stock is down ~30% since the start of the year, and unfortunately I don't see a light at the end of the tunnel just yet. Data by YCharts I last wrote a neutral article on Yext in December, when the stock was trading around $8 per share. Since then, shares of Yext have crashed deeply. The major catalyst behind this is the withdrawal of its CEO Michael Walrath's bid to take Yext private at $9 per share. This buyout on the table presented not only an attractive exit option for current investors, but an indication to the markets that company insiders and leadership was highly confident on Yext's ability to scale in the AI era. Walrath cited a lack of financing as the reason that the bid dropped, but it's also highly possible that he no longer considered $9 per share as an attractive personal investment for him, especially amid tumbling share prices elsewhere in the software. When we add the lack of the near-term exit on top of weak fundamental performance, I'm not sure Yext has any catalysts left to drive a rebound, and I'm downgrading the stock to sell. To me, the company is now a grab bag of red flags: Yext is facing revenue declines and ARR sh...

mesh cube Amazon ( AMZN ) is expanding its Shop Direct program that allows customers to shop and buy products on other online stores that are not available in the Amazon marketplace. Through third-party feeds Feedonomics, Salsify, and CEDCommerce that enable access to merchants’ inventory in real time, Amazon ( AMZN ) will now support third-party product feeds and can direct shoppers to another merchant’s website through search results or Amazon’s own Rufus shopping assistant. Shoppers can either complete the purchase on the merchant's site though the Shop Direct feature, or have Amazon ( AMZN ) complete the purchse with the Buy for Me feature. Amazon's AI agent handles the entire purchase process on the customer’s behalf, including all required shipping and payment information. Shop Direct now includes over 100M products from more than 400K merchants. While Amazon ( AMZN ) does not get a fee for either a Shop Direct order or referral fee for Buy for Me purchases, by accessing a competitor’s inventory, Amazon ( AMZN ) can glean valuable information as to which products are in high demand and make the Amazon ( AMZN ) marketplace a starting point for all product searches. More on Amazon Amazon: Berkshire Hathaway Q4 Trimming And Capital Lease Accounting In Focus Amazon: I Bought The Recent Sell-Off Amazon: Not The Best Bang For Your Buck Amazon confirms massive bond sale to fund AI, capex buildout Google, Amazon, Meta 'aggressively focused' on building alternatives to Nvidia: Wedbush

mesh cube Amazon ( AMZN ) is expanding its Shop Direct program that allows customers to shop and buy products on other online stores that are not available in the Amazon marketplace. Through third-party feeds Feedonomics, Salsify, and CEDCommerce that enable access to merchants’ inventory in real time, Amazon ( AMZN ) will now support third-party product feeds and can direct shoppers to another merchant’s website through search results or Amazon’s own Rufus shopping assistant. Shoppers can either complete the purchase on the merchant's site though the Shop Direct feature, or have Amazon ( AMZN ) complete the purchse with the Buy for Me feature. Amazon's AI agent handles the entire purchase process on the customer’s behalf, including all required shipping and payment information. Shop Direct now includes over 100M products from more than 400K merchants. While Amazon ( AMZN ) does not get a fee for either a Shop Direct order or referral fee for Buy for Me purchases, by accessing a competitor’s inventory, Amazon ( AMZN ) can glean valuable information as to which products are in high demand and make the Amazon ( AMZN ) marketplace a starting point for all product searches. More on Amazon Amazon: Berkshire Hathaway Q4 Trimming And Capital Lease Accounting In Focus Amazon: I Bought The Recent Sell-Off Amazon: Not The Best Bang For Your Buck Amazon confirms massive bond sale to fund AI, capex buildout Google, Amazon, Meta 'aggressively focused' on building alternatives to Nvidia: Wedbush

Wolfe研究公司认为， 礼来 公司备受期待的每日一次的GLP-1减肥药片将巩固其在肥胖症市场的主导地位。该机构将其目标价从1250美元上调至1325美元，这意味着较周一收盘价有32%的上涨空间。 这种名为orforglipron的口服药物正在等待美国食品药品监督管理局的批准。分析师亚历山德拉·哈蒙通过分析他汀类药物和PDE5抑制剂的上市情况，来评估orforglipron的商业潜力。她认为，保险可能不会成为该药普及的障碍。她还表示，市场有容纳不止一种口服减肥药的空间。因此，哈蒙预计该公司将实现强劲、稳定的长期增长。 她预测，到2035年，礼来公司的肥胖症药物销售额总计将达到780亿美元。 哈蒙在周三的一份报告中写道：“我们预计礼来将保持其在肥胖症市场的主导地位，到2030年占据67%的市场份额，到2035年占据57%的市场份额。” 责任编辑：张俊 SF065

Earnings Call Insights: The Campbell's Company (CPB) Q2 2026 Management View CEO Mick Beekhuizen highlighted a strategic focus on maintaining momentum for Goldfish, addressing execution challenges in fresh bakery, and improving competitiveness in salty snacks through pricing, execution, and innovation. Beekhuizen stated, "with regard to Goldfish, we need to make sure that we maintain the Goldfish momentum... we need to see that sequential progress throughout the second half of the fiscal year." Beekhuizen explained that bakery challenges were partly self-inflicted due to reduced in-market promotional activity, targeting improved on-shelf availability and service levels, with expectations for normalization by Q4. On salty snacks, Beekhuizen emphasized the need to "improve our competitiveness from a pricing perspective" and take a "surgical" approach to promotional activity, especially in chips where competitive pricing dynamics are most intense. CFO Todd Cunfer addressed margin challenges, stating, "very poor performance, down 390 basis points in the quarter... about 1/4 of that was the bakery performance... and 3/4 of it... is just when net sales are down 6%, there is a very large deleverage both in our plant network." Cunfer projected some margin improvement in Q3 but anticipates a stronger recovery in Q4 due to bakery stabilization and increased Goldfish activity. On capital allocation, Cunfer reported, "cash flow obviously, has become extremely imperative for us, just given the debt leverage we are currently at and the takedown in the earnings," adding that there will be no further share buybacks and the dividend will not increase soon. The La Regina acquisition payment of $140 million to $150 million is planned before the year's close, with an equity option for a future payment. Outlook Cunfer confirmed, "Q3 looks similar to Q2 and then you'd kind of see a normal step down in Q4 just to kind of hit the $0.90 you need to deliver in the back half to hit the midpoi...

Technology stocks continue to be out of favor and Palantir Technologies (PLTR) stock failed right at the 50-day moving average on Tuesday. It seems unlikely that Palantir stock will retest the 170 level any time soon and a bear call spread would be one way to express that view using options. This bear call spread assumes Palantir Technologies will fail…

peshkov/iStock via Getty Images Long-time readers know I'm generally quite bullish on the Global X MLP & Energy Infrastructure ETF ( MLPX ), due to the fund's growing 4.2% yield, solid performance track-record, comparatively safe, high-quality midstream holdings, and erstwhile cheap valuation. MLPX has performed exceedingly well these past few months, with gains of almost 20% YTD. Really strong results, but I'm not sure that the fundamentals call for gains of this magnitude, and valuations are looking a bit frothy right now. As such, I would not be investing in MLPX at the present time. MLPX - Quick Overview A quick overview on MLPX before looking at some of its more recent gains, and more recent considerations. MLPX is an index ETF investing in midstream energy companies, both traditional corporations and MLPs. Investors are not required to file K-1 forms, nor is the fund required to pay corporate tax. MLPX invests in 25 different midstream companies; the largest of these are as follows: MLPX Although MLPX provides diversified exposure to midstream energy companies, this is a small, niche industry segment, so overall diversification is quite low, and concentration high. This increases risk and means that the fund's performance could materially differ from that of broader equity indexes such as the S&P 500. Midstream energy companies tend to distribute excess cash-flows to shareholders as dividends, resulting in a good, above-average 4.2% dividend yield for MLPX. Data by YCharts Growth is quite strong too and has increased these past few years. Growth was particularly weak several years ago, when midstream energy companies transitioned from external financing to self-funding its CAPEX as outside sources of capital became more expensive. Seeking Alpha MLPX's performance track-record is reasonably good, with the fund outperforming the S&P 500 since before the pandemic. Data by YCharts Performance has been stronger since after the pandemic, partly due to timing, partly...

Iran cannot take part in the 2026 World Cup after co-host the United States launched air strikes against the country alongside Israel, killing its leader Ayatollah Ali Khamenei, sports minister Ahmad Donyamali said on Wednesday. The US and Israel launched air strikes on Iran almost two weeks ago, killing the Islamic Republic’s ‌supreme leader, leading to a region-wide conflict in the Gulf. “Considering that this corrupt regime has assassinated our leader, under no circumstances can we participate in the World Cup,” the minister told state television. Advertisement The 48-team World Cup will be held in the United States, Mexico and Canada from June 11 to July 19. Iran midfielder Amirhossein Hosseinzadeh (centre) celebrates scoring his team’s third goal in their 3-0 win over North Korea in a World Cup 2026 Asia zone group A qualifier. Photo: AFP “Our children are not safe and, fundamentally, such conditions for participation do not exist,” Donyamali said.

格隆汇3月11日｜在国际能源署表示将从战略储备中释放创纪录规模的原油后，原油期货进一步扩大涨幅。BOK Financial的Dennis Kissler表示：“市场真正关注的是霍尔木兹海峡。在至少看到一些船只重新通过那里之前，你不会看到油价真正得到缓解。”他补充称，如果未来几天该海峡仍未恢复通航，油价可能再次出现一轮上涨。释放储备“显然并不是一个强烈的利多因素，更像是短期的缓解措施”，可能只是为美国和以色列争取更多时间以重新开放该海峡。

The European Central Bank ’s new quarterly forecasts will partly incorporate the economic impact of the war in Iran, according to Executive Board member Isabel Schnabel . Repeating a speech from last week in which she urged officials to be “vigilant” in the face of such events, the German policymaker affirmed that ECB policy remains in a “good place.” “Euro-area inflation is projected to be at our 2% target over the medium term,” she said in a lecture Wednesday in Frankfurt. “Of course, this projection is the December projection — we are going to have a new one in March, which will at least partly already reflect recent developments.” Central banks around the world are struggling to gauge how the fighting in the Middle East will affect their economies as commodity markets swing and sentiment deteriorates. The ECB will set interest rates on March 19, with analysts expecting no change yet as it assesses the situation. Indeed, most policymakers are urging patience for now. Slovak central-bank chief Peter Kazimir made similar pleas in a Bloomberg interview this week, though he also said the war may force the ECB to raise rates sooner than anticipated. “The current geopolitical and macroeconomic environment creates upside risks to inflation over the policy-relevant horizon,” Schnabel reiterated. “In particular, we must carefully monitor the persistence of the energy-price shock, its impact on inflation expectations and any indication that firms start passing through higher input costs to their customers.” At the same time, Schnabel — seen as one of the most hawkish Governing Council members — stressed that temporary and small deviations from the ECB’s 2% target “are of limited relevance for policy decisions” as long as consumer expectations don’t rise. ECB Hike Potentially Closer Than Thought, Kazimir Says ECB Rate-Hike Bets Test Officials’ Attempts to Keep Their Cool ECB Tracks Iran Effect on Prices But Won’t Rush Action: Overview

Justin Sullivan/Getty Images News Binance has sued The Wall Street Journal for defamation after the news outlet published an article that said the Justice Department is investigating the crypto exchange operator's direct role in transferring more than $1B in funds to entities linked to Iran. The lawsuit alleges that the WSJ report contained false statements about the Iranian transfers, including the termination of employees who flagged compliance concerns and the suppression of investigations at the company. Binance said the worker departures had "nothing to do with the investigations." It also strongly refuted the WSJ's probe suppression claims, saying it fulfilled its due diligence by offboarding user accounts of suspicious actors and reporting their transactions to law enforcement. The company went on to clarify that about $126.1M was transferred to Iranian accounts through a complicated series of hops on the blockchain starting from "a major regulated stablecoin issuer" and "a Singapore-regulated digital payments and banking provider," and the transactions neither originated from nor ended on its side. Out of that amount, only $24.1M arrived in wallets affiliated with Iran's Islamic Revolutionary Guard Corps, Binance said. " No exchange, whether crypto or traditional, can guarantee that risk never touches its platform. What distinguishes a responsible institution is what happens when it does: whether the risk is detected, investigated, mitigated, and reported. In every case described in recent coverage, Binance did all four. Binance identified a complex pattern of suspicious activity, mapped it, offboarded the relevant user accounts, and reported to law enforcement," the company said in a blog post Wednesday. The lawsuit was filed on the same day the article was published, on February 23. More on News, Binance Coin USD News Corporation (NWSA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript News Corporation (NWSA) Q2 2026 Earning...

Palantir Technologies stock looks like a potential bearish candidate after its rally attempt failed at the 50-day line.

Dassault Aviation unveils long-range Falcon 10X business jet Reuters

A study of analyst recommendations at the major brokerages shows that Alpha Metallurgical Resources Inc (Symbol: AMR) is the #26 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in the Metals Channel Global Mining Titans Index are not fixed, but instead variable — updating on a continuous basis to reflect the changing market environment with respect to commodity prices, government policy and market volatility. In forming this rank, the analyst opinions from the major brokerage houses were tallied, and averaged; then, the underlying components of the Metals Channel Global Mining Titans Index were ranked according to those averages. Investors often interpret analyst opinions from different angles — when companies have a low rank among analysts, it isn't necessarily the case that investors should conclude that the stock will perform poorly. It can, of course, but a bullish investor could also take the contrarian angle and read into the data that there is lots of room for upside because the stock is so out of favor. AMR operates in the Non-Precious Metals & Non-Metallic Mining sector, among companies like Southern Copper Corp (SCCO) which is down about 0.6% today, and Ternium S A (TX) trading lower by about 0.7%. Below is a three month price history chart comparing the stock performance of AMR, versus SCCO and TX. AMR is currently trading down about 0.9% midday Wednesday. Analyst Favorites of the Metals Channel Global Mining Titans Index » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Greggory DiSalvo/iStock via Getty Images Oracle Corporation ( ORCL ) reported its Q3 FY26 earnings results after the bell, and the stock surged as much as 12% in reaction. Now, the stock is trading even higher at about +14% for the trading day thus far. We did not expect a positive reaction to this print heading into it, and that was a mistake. Yahoo Finance We downgraded Oracle to a Sell on the expectation that upside to Remaining Performance Obligations, or RPO, would be married to higher CapEx spend. In yesterday’s print, we only got the former. Pushing the stock up is the headline news that management raised its revenue outlook for FY27 to $90B, ahead of the expected $87.5B. This is a positive beat, but not by a wide margin. RPO jumped 325% Y/Y to $553B, surpassing expectations of $540.37B, although we note it is decelerating in terms of sequential growth, up about 6% versus 15% Q/Q last quarter. The stock is surging because expectations were low heading into print, and weakness was priced in. That is what we did not give enough weight to in our Sell call. The results calmed the markets' worst fears for Oracle, the most debt-exposed major AI infrastructure player, by showing that the company “does not ​expect to have to raise any incremental funds.” This is, without doubt, a positive, but not one we think will stick around for long, given that CapEx is not optional in the current AI infrastructure build-out and is arguably the most concerning point for us: management did not give an FY27 CapEx guide. If we revisit our ill-timed Sell call, the logic still checks out: as the revenue recognition timeline moves, the CapEx spend will have to move alongside it, and there is no room for execution errors. This timeline could be moving faster than expected, considering that the time from rack delivery to revenue is down about 60% over the past few months. Seeking Alpha On the call , CEO Clay Magouyrk shared the following remarks about the CapEx situation: Through our par...

Greggory DiSalvo/iStock via Getty Images Oracle Corporation ( ORCL ) reported its Q3 FY26 earnings results after the bell, and the stock surged as much as 12% in reaction. Now, the stock is trading even higher at about +14% for the trading day thus far. We did not expect a positive reaction to this print heading into it, and that was a mistake. Yahoo Finance We downgraded Oracle to a Sell on the expectation that upside to Remaining Performance Obligations, or RPO, would be married to higher CapEx spend. In yesterday’s print, we only got the former. Pushing the stock up is the headline news that management raised its revenue outlook for FY27 to $90B, ahead of the expected $87.5B. This is a positive beat, but not by a wide margin. RPO jumped 325% Y/Y to $553B, surpassing expectations of $540.37B, although we note it is decelerating in terms of sequential growth, up about 6% versus 15% Q/Q last quarter. The stock is surging because expectations were low heading into print, and weakness was priced in. That is what we did not give enough weight to in our Sell call. The results calmed the markets' worst fears for Oracle, the most debt-exposed major AI infrastructure player, by showing that the company “does not ​expect to have to raise any incremental funds.” This is, without doubt, a positive, but not one we think will stick around for long, given that CapEx is not optional in the current AI infrastructure build-out and is arguably the most concerning point for us: management did not give an FY27 CapEx guide. If we revisit our ill-timed Sell call, the logic still checks out: as the revenue recognition timeline moves, the CapEx spend will have to move alongside it, and there is no room for execution errors. This timeline could be moving faster than expected, considering that the time from rack delivery to revenue is down about 60% over the past few months. Seeking Alpha On the call , CEO Clay Magouyrk shared the following remarks about the CapEx situation: Through our par...

(RTTNews) - Technology, materials and real estate stocks are showing weakness on Bay Street, where the mood remains cautious Wednesday morning amid persisting concerns about the impact of the conflict in the Middle East. Energy stocks are in demand as oil prices moved higher due to an escalation in tensions in the Gulf region. The benchmark S&P/TSX Composite Index is down 203.48 points or 0.61% at 33,067.17 about a quarter before noon. The Information Technology Index is down 2.5%. Constellation Software, down 6.6%, is the biggest loser in the index. Open Text Corporation is down 3% and CGI is declining by about 2.3%. Shopify, Computer Modelling Group, Kinaxis, Coveo Solutions and Sylogist are lower by 1%-2%. Among materials stocks, Discovery Silver Corp and Silvercorp Metals re down 7.7% and 6%, respectively. New Gold, Novagold Resources, First Majestic Silver Corp., Aya Gold & Silver, Fortuna Mining, Endeavour Silver Corp., Ssr Mining and Lundin Gold are down 4%-5.6%. Franco-Nevada Corp reported fourth-quarter net income of $367.7 million or $1.90 per share, compared to $175.4 million or $0.91 per share last year. The stock is up by about 0.3%. Real estate stock Colliers International is down 4.5%. FirstService Corporation, CDN Apartment, Altus Group and Riocan Real Estate are down 1%-1.6%. BCE (down 1.6%), Telus Corporation (T.TO) and Rogers Communications (down 1%) are the notable losers in the communications space. Energy stock Parex Resources is up more than 4%. Frontera Energy Corp and Parex have entered into a definitive arrangement agreement as per which Frontera will divest its upstream Colombian exploration and production business to Parex Resources for an equity consideration of up to $525 million. Frontera Energy shares are up nearly 1%. Peyto Exploration, Ces Energy Solutions, Cenovus Energy, Tourmaline Oil Corporation, Arc Resources, CDN Natural Resources, Baytex Energy, Imperial Oil and Paramount Resources are gaining 2%-4%. The views and opinions ex...

The Group of Seven nations and IEA member countries will organize the discharge of a maximum of 400 million barrels from emergency oil reserves in the coming days, French President Emmanuel Macron said. France’s share in the release of oil stocks is as much as 14.5m barrels, he said in Paris on Wednesday in televised comments after a G-7 leaders’ call. The president said it will take a few weeks to coordinate the escort of ships through the Strait of Hormuz, which has been all but impassable since the start of the US and Israel’s war on Iran. Read More: IEA to Release Record 400 Million Barrels From Oil Reserves

Name: Promotion burnout. Appearance: Disturbingly feminine. Is “promotion burnout” a new workplace trend? I was too busy quiet quitting to notice. It’s more a worrying tendency than a trend: in a survey of 1,000 professional women by the recruitment agency Robert Walters, 54% said they felt less motivated to pursue promotions than they did two years ago. Maybe they caught these women on an off day? We all have moments where we want to jack it all in and open a cat cafe. It’s not the first time this phenomenon has been identified, though: McKinsey’s 2025 Women in the Workplace report found a gender “ambition gap”: women now have less desire to be promoted than men. But promotion means more money, higher status, the power to send terse emails without pleases or thank yous, and to tell people you “need to talk tomorrow morning” and ruin their entire evening! Why wouldn’t women want that? You’ve had some rough bosses, eh? Each woman is different, but there are lots of possible factors. Do you like statistics and surveys? Love ‘em. Well, let’s get into it. First, career advancement is harder for women. A Yale study from 2021 found that women at one US retail chain were 14% less likely to be promoted, because they are “consistently judged as having lower leadership potential than men”. The McKinsey report also found women get less career support to progress. That’s unfair. Oh, we’re just getting started. A survey of 13,000 UK employees, back in 2017, showed women find promotion less rewarding than men do – people perceived them as less competent, which affected their enjoyment of their job. So prejudices against female bosses make them less likely to want to be bosses? Probably, and let’s not forget that work generally is less financially rewarding for women: the gender pay gap still stands at 10.9% and progress towards closing it has stalled. I can see why the cat cafe is calling. Promotion burnout might also be fuelled by actual burnout: loads of surveys and reports hav...

Oracle capitalizes on AI demand with record Cloud dollar adds Proactive financial news

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares jumped nearly 10% in Wednesday trading following a fiscal third-quarter report that highlighted accelerating cloud growth and expanding AI infrastructure adoption. The company reported total revenue of $17.2 billion, up 22% year-over-year, exceeding...

3月11日，Uber宣布与亚马逊旗下自动驾驶公司Zoox达成合作，将在其平台上提供Zoox专属定制的机器人出租车服务。此次合作计划将于今年夏季在拉斯维加斯启动，并于2027年中期前在洛杉矶落地。（界面新闻）

格隆汇3月11日｜美股延续跌势，道指跌幅扩大至1.00%，纳指现跌0.2%，标普500指数跌0.4%。

Medical device manufacturer Stryker (SYK) has reported being the target of a cyberattack, according to the Wall Street Journal, which is suspected to have links to Iranian hackers. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

欧盟委员会主席乌尔苏拉·冯德莱恩周三表示，鉴于中东战争导致能源价格飙升，欧盟正在考虑紧急救助措施，包括设置天然气价格上限。 冯德莱恩今天向欧洲议会表示，战争爆发十天来，石油和天然气价格的飙升已经使欧盟纳税人在化石燃料进口方面额外支出了30亿欧元（合35亿美元）。 这位欧盟最高官员表示：“家庭和企业当前面临压力。因此，我们必须立即提供救助。” 她补充说，在天然气决定电价的情况下，欧盟委员会降低成本影响至关重要。 冯德莱恩表示：“我们正在准备多种方案——更好地利用购电协议和差价合约、提供国家援助措施，并且我们正在探索补贴甚至设置天然气价格上限的可能性。” 相关内容：在稀土竞争中，一家不知名的美国公司获得重要五角大楼合同 2022年，在俄罗斯入侵乌克兰以及俄罗斯对大多数欧洲国家的管道天然气供应中断后，欧盟实施了天然气价格紧急上限。不过，该上限从未被触发。 自卡塔尔宣布停止其全球最大液化天然气综合体拉斯拉凡的生产、向客户发出不可抗力通知，以及霍尔木兹海峡无法通行油轮以来，欧洲基准天然气价格已飙升至近三年来的最高点。 上周，由于全球20%的液化天然气贸易需经过的霍尔木兹海峡实际上已关闭，欧洲天然气价格飙升67%，创下自2022年能源危机以来的最大周度涨幅。 由于全球20%的液化天然气供应将退出市场至少数周，欧洲开始在现货供应竞争中输给亚洲。在供应竞争再度加剧的情况下，亚洲正吸引着大部分可灵活调整目的地的液化天然气货物离开欧洲。越来越多原本运往欧洲的液化天然气货物在大西洋海域急剧转向，绕道好望角前往亚洲。 责任编辑：张俊 SF065

格隆汇3月11日｜在过去一年中的大部分时间里，美国劳工统计局因联邦政府招聘冻结而面临人员短缺，价格数据的收集工作因此受到影响，迫使该机构在部分数据填补中更多依赖精度较低的估算方法。今年2月，在需要进行估算的情况下，劳工统计局有40%的情形采用了所谓的“不同单元插补”（different-cell imputation）方法，而一年前这一比例仅为9%。不过情况可能出现缓解：劳工统计局目前已在其网站上发布招聘信息，在全国多个地区招聘负责收集价格数据的岗位。

hapabapa/iStock Editorial via Getty Images GE Vernova ( GEV ) is expanding its gas turbine production capacity to meet rising global demand and expects its order backlog to reach $200B by 2028, CEO Scott Strazik said in a Bloomberg interview on Wednesday. "We see a clear pathway over the next three years to substantially increase our gas turbine output," Strazik said, as the company plans to ramp up manufacturing capability in Q3 and raise production in the coming years. The artificial intelligence boom is a "catalyst" that is increasing bookings for GE Vernova's ( GEV ) machines, with AI- and data center-related orders comprising ~10% of its book last year and likely to represent an even larger proportion in 2026, the CEO said. GE Vernova’s ( GEV ) pending orders totaled $150B in its 2025 financial results and are an "encouraging sign of continued visibility into demand," J.P. Morgan analysts said. More on GE Vernova GE Vernova: Cooling AI Energy Demand Could Bust This Stock GE Vernova: Slot Reservation Arbitrage And GridOS Substrate Can Unlock Alpha By 2028 GE Vernova: Repowering America

Medical technology maker Stryker Corp. was hacked in an attack that’s crippled the company’s global operations, according to a person familiar with the matter and a memo seen by Bloomberg News. A pro-Iranian digital activist group, Handala, has claimed credit for the incident, potentially marking the first known major cyber disruption of an American organization since joint US-Israeli strikes against Iran . Many Stryker employees around the world are unable to work, so they’ve been sent home from offices and told to avoid connecting to any Stryker networks or software through any device, according to the person, who asked not to be identified because they weren’t authorized to speak publicly about the matter. Some employees have also seen data on their devices wiped as a result of the breach, the person said. Shares of Stryker were down as much as 5.3% after the Wall Street Journal reported on the breach. Stryker didn’t immediately respond to a request for comment. Stryker manufactures a wide range of medical devices and equipment with a focus on orthopedics, surgical tools, neurotechnology and spinal products, including emergency services and intensive-care disposable equipment, according to the company’s website. Most of its products are marketed directly to doctors, hospitals and other healthcare facilities and are available in more than 61 countries, according to the company’s filings. Stryker generates about $25 billion in revenue annually and has a market valuation of about $131 billion. Handala claimed responsibility for the attack in a statement posted online Wednesday. The group portrayed the hack as retaliation for a suspected US bombing of an Iranian school and threatened a “new chapter in cyber warfare.” Neither the company nor any cybersecurity agency has confirmed that an Iranian group was behind the hack. “Critical health care infrastructure represents a high-value, high-impact target: disruption doesn’t just mean data loss, it can mean patient safety...

文章提及标的 道琼斯工业平均指数 -- 标准普尔500指数 -- 美股延续跌势，道指（DJI）跌幅扩大至1%，纳指现跌0.2%，标普500（SPX）指数跌0.4%。