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美股上演教科书级 V 型反转,这轮 Taco 行情藏着哪些超额 Alpha?

36kr 📅 03/11 20:45
划重点 ① 传统能源危机已从“实物稀缺”转向“预期管理”。2026 年,霍尔木兹海峡封锁引发的溢价半衰期缩短至 12 小时。这种快速反应机制证明:在通胀敏感期,传统避险逻辑正被高效的政策干预解构。 ② 特朗普的“和平叙事”和言语干预本质上是一种降息替代品,为市场注入了确定性流动性。资金在极短时间内完成从原油、黄金向高久期资产的撤离与回补,反映出当前全球热钱对“错过反转”的极致焦虑。 ③ RockF...

CNS Pharmaceuticals shifts focus to neurology, oncology assets

Investing 📅 03/11 20:45

Fitell rebrands to GMEX Robotics, shifts focus to AI products

Investing 📅 03/11 20:44

Is Micron Getting Toppy? Not According to These Pros Who See Even More Upside Ahead

Yahoo 📅 03/11 20:44 MU.O
Since the new year began, shares of memory juggernaut Micron (NASDAQ:MU) have started to look toppy, with shares falling into two separate corrections (of around 13-15%) in the first quarter. Despite the increased turbulence, though, the stock remains one of the biggest winners on Wall Street of 2026, now up 28% year to date. When ... Is Micron Getting Toppy? Not According to These Pros Who See Ev...

“AI龙虾”热潮背后:国产大模型霸榜,云端部署需求激增

36kr 📅 03/11 20:43 9988.HK9888.HK700.HK
近期,开源AI智能体OpenClaw(俗称“龙虾”)爆火,云服务商和大模型厂商成了这轮“龙虾热”中最早尝到甜头的“卖铲人”。昨日优刻得、科华数据等相关个股涨停,就在刚刚,腾讯云智能体开发平台部分模型涨价。 根据最新基于OpenRouter统计的大模型使用量,OpenClaw 的日榜与月榜前三甲被中国大模型阶跃星辰Step 3.5 Flash、Kimi K2.5、MiniMax M2.5 包揽。数据...

Baidu Launches Zero-Deployment Service 'DuClaw' To Instantly Access OpenClaw Agent Platform

Nasdaq 📅 03/11 20:43 9988.HK9888.HK
(RTTNews) - AI company Baidu, Inc. (BIDU) announced Wednesday the launch of DuClaw, a new zero-deployment service from Baidu AI Cloud that enables users to instantly access the OpenClaw agent platform. DuClaw is currently available through a web interface, with plans to support integration with enterprise collaboration platforms such as WeCom, DingTalk, and Feishu. The service includes a set of pr...

Stock Market Today: Dow Drops On Inflation Data; This AI Giant Surges On Earnings (Live Coverage)

Yahoo 📅 03/11 20:43 ORCL.O
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华为云OpenClaw体验计划上线!云上“养虾”更安全

同花顺 📅 03/11 20:43
今天,华为云正式开启OpenClaw体验计划,支持用户将“龙虾”部署在华为云上,与本地隐私数据进行隔离,让每一位用户能够优雅且安全地“养虾”。(华为)

Sands Capital Management LLC Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

Google 📅 03/11 20:43 TSM.N
Sands Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,251,889 shares of the semiconductor company's stock after purchasing an additional 699,611 shares during the quarter. Taiwan Semiconductor M...

Forget Rental Properties: This Real Estate ETF Portfolio Generates Passive Income Without the Landlord Headaches

Yahoo 📅 03/11 20:43 NVDA.O
If you have spent any time on social media, you have probably seen someone shilling the dream of effortless real estate wealth. The message is always the same: buy a few properties, collect rent checks every month, and build generational passive income. If someone is promising that outcome with little effort, run! Even when these ... Forget Rental Properties: This Real Estate ETF Portfolio Generat...

US consumer prices increase as expected in February

Investing 📅 03/11 20:43

Wingstop announces additional $300M share repurchase authorization

Seeking Alpha 📅 03/11 20:43
Wingstop ( WING ) on Wednesday announced the purchase of up to an additional $300 million of its outstanding shares of common stock, effective immediately. This authorization continues under the company's existing repurchase program, pursuant to which Wingstop has invested nearly $700 million since inception in August 2023 and repurchased a total of about 2.6 million shares. In 2025 alone, the com...

Uber Stock Jumps After Striking Partnership With Amazon's Robotaxi Business Zoox

Yahoo 📅 03/11 20:43 AMZN.O
Amazon-owned Zoox has reached a partnership to offer its robotaxis on Uber Technologies' app, the companies announced Wednesday. The arrangement will bring Zoox's boxy autonomous cabs to the Uber app in Las Vegas this summer and in Los Angeles by the middle of next year, according to a news release. Uber riders can be matched with a Zoox robotaxi on eligible trips, though Zoox will also keep offer...

TSM Soars 34% in Six Months: Is the Stock Still Worth Buying?

Yahoo 📅 03/11 20:43 NVDA.OTSM.NAMD.O
Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. TSM stock has delivered a robust 33.8% gain over the past six months. This performance easily beats the broader Zacks Computer and Technology sector, which has risen 3.4% in the same period. ...

巨亏215-235亿,黄浦江畔的复星:繁华落幕与周期归途

36kr 📅 03/11 20:42
上海外滩,黄浦江畔,BFC外滩金融中心矗立江岸。 复星的总部就在这座地标之上,推窗即是陆家嘴灯火,低头便是那座被称作"会跳舞的房子"的复星艺术中心。曾几何时,这里是上海最顶级的社交场域:艺术展开幕、品牌盛典、财经夜话轮番上演,商圈大佬、艺术名家、影视明星往来穿梭,香槟与灯光映着江面,名流云集、高朋满座——是中国民营资本走向巅峰的具象缩影。 而今,江风依旧,幕帘转动,热闹散去,只剩冰冷的财报数字,诉...

Japan, Germany to take lead on releasing oil from reserves

Seeking Alpha 📅 03/11 20:42
imaginima/E+ via Getty Images Japan, which depends on the Middle East for ~95% of its oil ‌supplies, will release one month's worth of its strategic oil reserves and 15 days' worth of private-sector reserves, Prime Minister Takaichi said Wednesday. "Rather ​than wait for formal IEA approval of a coordinated international ​reserve release, Japan will act first to ease global energy market supply an...

Catheter Precision secures up to $88M in strategic financing

Seeking Alpha 📅 03/11 20:42
Catheter Precision ( VTAK ) said it has secured up to $88M in strategic institutional financing commitments to fund accelerated growth. The financing provides capital to fund the company’s medical device operations and support the expansion of its newly acquired Flyte aviation platform. Catheter Precision ( VTAK ) on Tuesday completed the acquisition of the remaining 80.02% equity interest in Fly ...

美国坐拥矿产资源,却能不靠冶炼厂实现开发吗?

新浪 📅 03/11 20:42
嘉能可 前回收业务负责人正推动一项金属加工突破性技术实现商业化 传送带上的电子垃圾,含电路板及其他零部件。回收中心内正在分拣的电子垃圾。 简要摘要 新公司 Valor 推出,利用 电化学液液萃取技术 从废料与矿石中提取关键矿产。 美国在保障关键矿产供应的竞赛中,面临的一大核心障碍是:本国储量丰富的矿石、堆积如山的废旧电子产品,却缺乏提炼铜、银、稀土等金属的产能。 由嘉能可前回收业务负责人与伊利诺伊...

Are You on Track to Retire in 2030? Start With Finding Your Monthly Income Target.

Yahoo 📅 03/11 20:42 NVDA.O
There truly is no right amount to save for retirement, largely because everyone has different expectations for what their retirement will look like. However, people can get into trouble when they don't make a plan. Saving for retirement isn't easy, especially in today's world, where the cost of living is high. Without doing anything, people could find themselves ill-prepared. Setting retirement go...

Are You on Track to Retire in 2030? Start With Finding Your Monthly Income Target.

Nasdaq 📅 03/11 20:42 NVDA.O
Key Points There's no right amount to save for retirement. People should have a plan to achieve their retirement goals. It starts with thinking about what those goals are and budgeting around them. The $23,760 Social Security bonus most retirees completely overlook › There truly is no right amount to save for retirement, largely because everyone has different expectations for what their retirement...

“十五五”开局之年的全国两会,对体育有哪些新指引?

36kr 📅 03/11 20:41
重塑青训、赛事经济、体育消费、全民健身、竞技体育、体育文化、整治“饭圈”……透视今年全国两会,一系列体育高频词跃然纸上。 “十五五”开局之年的全国两会备受关注。 每年3月的全国两会时间既是对过去的总结,更是对新时期的展望。在2026年的“十五五”开局之年下,今年的全国两会更具现实和战略意义。 具体到体育事业而言亮点颇多——既有政府工作报告对体育事业高光时刻的浓缩总结,也有对加快建设健康中国和体育强...

湖南郴州市资兴市附近(北纬25.89度,东经113.41度)发生3.0级左右地震

同花顺 📅 03/11 20:41
中国地震台网自动测定:03月11日20时38分在湖南郴州市资兴市附近(北纬25.89度,东经113.41度)发生3.0级左右地震,最终结果以正式速报为准。(中国地震台网速报) 免责声明: 风险提示:本文内容仅供参考,不代表同花顺观点。同花顺各类信息服务基于人工智能算法,如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作,风险自担,同花顺对此不承担任何责任。

CRM Stock Up More Than 5% in a Month: Should You Buy, Sell or Hold?

Yahoo 📅 03/11 20:41 MSFT.OORCL.O
Salesforce, Inc. CRM shares have gained 5.1% in the past month, outperforming the broader Zacks Internet – Software industry, which has risen 3.9% in the same period. The stock has also performed better than several large enterprise software peers, including Oracle Corporation ORCL, Microsoft Corporation MSFT and SAP SE SAP. Over the past month, Microsoft stock gained 1%, while shares of Oracle an...

Barclays upgrades Nike to overweight, says ‘worst may be behind’

CNBC 📅 03/11 20:40
Barclays believes that Nike management is doing a good job in righting the ship. The bank upgraded the athleisure stock to an overweight rating from equal weight, and analyst Adrienne Yih lifted her 12-month price target to $73 from $64. Shares of Nike are down 12% this year and off 24% over the past 12 months. Yih's new price forecast implies potential upside of some 30% in the stock from current...

US inflation stayed flat at 2.4% in February before effects of war on Iran kicked in

The Guardian 📅 03/11 20:40
US inflation stayed flat at 2.4% in February, according to government data released Wednesday that provides a snapshot of the US economy before it was thrown into a tailspin by the US-Israel conflict with Iran. The levelling comes after prices swung last year, reaching a four-year low in April before shooting back up in September. In late fall, inflation crept down again, reaching 2.4% in January....

一只龙虾,能撑起千万人的“老板梦”吗?

36kr 📅 03/11 20:40 9988.HK700.HKMSFT.O
春节期间,猎豹移动CEO傅盛因滑雪骨折卧床休养,不过他没有闲着,而是用OpenClaw搭建起了一支由8个Agent组成的自动化团队,替自己写公号、做短视频、拜年。 没有写一行代码,没有打开过电脑的任何文件夹,仅靠对AI牛马们发号施令就完成了原本需要一个团队才能推进的工作。 这段沉浸式“养龙虾”经历,不仅让OpenClaw成为开年最出圈的AI工具,也让“一人公司”(OPC,One-Person Co...

Sands Capital Management LLC Takes Position in Oracle Corporation $ORCL - MarketBeat

Google 📅 03/11 20:39 ORCL.O
Sands Capital Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 936,043 shares of the enterprise software provider's stock, valued at approximately $263,253,000. Other institutional investors have also recently made ...

CPI read: Airfares jumped 7% in February even before the spike in oil prices

Seeking Alpha 📅 03/11 20:39
Boarding1Now Airfares in the U.S. rose 7.1% in February compared to a year ago on an unadjusted basis, according to data compiled by the Bureau of Transportation Statistics. Airfares were up 1.4% compared to the level in January after rising 6.5% and 3.9% in the prior two months. Overall, core inflation was up 2.5% year-over-year during the month. The forecast for airfares has worsened due to the ...

Broadcom Inc. $AVGO Shares Purchased by Sands Capital Management LLC - MarketBeat

Google 📅 03/11 20:39 AVGO.O
Broadcom Inc. $AVGO Shares Purchased by Sands Capital Management LLC MarketBeat

US Core CPI Tumbles To Slowest In 4 Years (Before Iran-Triggered Oil Spike)

Zero Hedge 📅 03/11 20:39
US Core CPI Tumbles To Slowest In 4 Years (Before Iran-Triggered Oil Spike) While all attention is currently on Iran (and the energy impact of actions overseas), today's CPI (for February) should not be affected by the recent surge in WTI (but March's data definitely will be)... Source: Bloomberg Headline CPI rose 0.3% MoM (as expected), lifting prices by 2.4% YoY (unchanged from the prior month a...
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