财联社3月11日讯（编辑 牛占林） 当地时间周三晚间，日本首相高市早苗表示，鉴于伊朗局势紧张加剧，在由国际能源署(IEA)主导的协调行动作出正式决定之前，日本计划先行释放部分石油储备。 高市早苗称，日本将释放相当于15天消费量的私营部门石油储备以及相当于一个月消费量的国家石油储备。 她表示，为避免汽油及其他石油产品供应出现中断，日本将与七国集团(G7)及国际能源署协调动用储备，但日本将从3月16日开始率先启动释放行动。 在电视讲话中，高市早苗表示：“日本不会等待国际能源署正式批准协调性的国际储备释放，而是率先采取行动以缓解全球能源市场供需紧张，最早将于本月16日开始释放储备。” 日本约95%的石油供应依赖中东地区。周三公布的政府和行业数据显示，在美以对伊朗开战后的第一周，日本零售汽油价格已升至去年12月以来的最高水平，同时炼油厂的开工率在上周出现下降。 “我们将释放15天规模的民间储备以及一个月规模的国家储备，并尽快将这些石油供应给国内炼油企业。同时，我们还将迅速动用与产油国共同持有的联合储备。” 据悉，日本持有的紧急石油储备相当于254天的消费量，包括国家储备(146天)、民间储备(101天)及与产油国联合储备(7天)。 此外，高市早苗表示，如果原油价格继续上涨，预计汽油价格也会上升，日本政府将采取缓和措施应对剧烈的价格波动，争取将汽油零售价格的全国平均水平控制在每升170日元左右。 此前，日本经济产业省表示，已要求国内石油储备基地为释放储备做好准备。分析认为，随着中东原油运输咽喉要道霍尔木兹海峡通行遇阻，日本必须为美以伊战事长期化带来的冲击做好应对准备。 据报道，国际能源署正提议实施其历史上规模最大的石油储备释放计划，以压低因美国和以色列对伊朗战争而飙升的原油价格。 此次释放规模将超过2022年俄乌冲突爆发后国际能源署成员国分两轮向市场投放的1.82亿桶石油，该提案已在周二举行的一次紧急会议上提交讨论。 会议由32个成员国的能源官员参加，主要目的是决定是否动用各国的紧急石油库存向市场投放供应。 报道还称，各成员国预计将在周三决定是否支持这一计划。不过，如果哪怕只有 一个成员国反对，该决定也可能被推迟。 国际能源署成立于20世纪70年代中东石油危机之后。根据其规则，成员国必须至少储备相当于90天进口量的原油库存，以便在供应冲击发生时向市场释放。 Marex能源市场...

格隆汇3月11日｜欧盟委员会主席冯德莱恩表示，重新依赖俄罗斯化石燃料将削弱欧盟。冯德莱恩周三在欧洲议会全体会议上表示：“在当前危机中，一些人认为我们应该放弃长期战略，甚至重新回到俄罗斯化石燃料。那将是一个战略性失误。”她表示，得益于欧盟委员会近年来采取的措施，“欧洲现在对化石燃料进口的依赖程度已大幅降低。”

格隆汇3月11日｜伊朗哈塔姆·安比亚中央司令部发言人今天(3月11日)强调，任何属于美国、以色列及其伙伴的船只，或其运载的石油货物，均被视为伊朗武装力量的“合法打击目标”。该发言人强调，伊朗以往的“对等反击”已经结束，从现在起，伊朗将实施“连环打击”策略，不再维持一对一的报复节奏。美国无法用“人为措施”控制油价，做好油价涨到每桶200美元的准备。

Lisa Su, the head of Advanced Micro Devices Inc., is expected to visit South Korea next week and meet with local conglomerate executives, industry sources said Wednesday. The chief executive officer of the US chip giant may arrive in South Korea next Wednesday, in what would be her first trip to the country since taking the position in 2014, the sources said. During her visit, Su is expected to meet with Choi Soo-yeon, the CEO of the country's largest local portal operator, Naver. A meeting with the head of Samsung Electronics Co., Lee Jae-yong, is also highly likely, the sources said. The AMD chief's visit comes as the US chipmaker is challenging NVIDIA Corp.'s dominance in the artificial intelligence semiconductors market, securing major partnerships with big tech firms such as OpenAI and Meta Platforms Inc. Industry watchers expect Su to request Samsung's Lee expand the supply of high bandwidth memory, or HBM, a key component in AI accelerators. Samsung is a longtime HBM supply partner of AMD. Samsung announced last month it has started mass production of HBM4s, marking the world's first shipment of the advanced chip for AI accelerators. With Naver, data center businesses may be on the agenda, as the South Korean portal giant seeks to build a "sovereign" AI, and would need a semiconductor supply from the US chip giant, market watchers said. (Yonhap)

中国建材（HK3323）集团3月11日在北京举行全球发布会，发布我国自主研发的SYT80(T1200级)超高强度碳纤维（885650）。这一研发成果填补了全球相关领域的空白，标志着我国在超高强度碳纤维（885650）生产领域实现了重大跨越。(新华社)

Nicolae Popescu/iStock via Getty Images Bitcoin ( BTC-USD ) is often sold first during macro risk events because its perpetual futures–driven market structure embeds a persistent long bias and positive funding, making short exposure structurally easier and often cheaper during periods of stress. In the previous article , we analyzed Bitcoin's elevated volatility through a market structure lens, emphasizing its high volatility rooted in its derivatives-driven market structure, where speculative leverage and perpetual futures dominate price formation, which is in contrast to other major commodities like Gold or Oil which are operated in a physically anchored and comparatively low-leverage system. This article examines a related question: why is Bitcoin consistently sold first during broad market risk events, particularly those that occur outside traditional market hours? Just as we stated in our previous article, the common explanation that labels Bitcoin as a "risk-on asset" is more of a description rather than an explanation. The relevant question is not whether Bitcoin is "risk-on" or "risk-off", but: Which asset can absorb immediate macro hedging demand? Which market allows large-scale, frictionless short exposure at any time? Which assets structurally impose higher carrying costs on longs than on shorts? Bitcoin satisfies all three conditions. Bitcoin Funding Rates Remained Positive Over 90% of the Time The crypto derivatives market, and Bitcoin in particular, is predominantly operated through perpetual futures rather than dated contracts. Across major exchanges, perpetual swaps account for the majority of derivatives volume and open interest. These instruments have no expiry date and are continuously margined, making them the primary instrument for short-term positioning and price discovery. In practice, Bitcoin's spot market often follows the derivatives market rather than leading it. Perpetual futures differ from traditional futures through their funding rate ...

Key Points Shiba Inu’s long downward price trend indicates that its best days are probably in the past. With a virtually nonexistent developer community, it’s unlikely that adoption will improve. There are other options for investors with a higher risk tolerance to allocate capital. 10 stocks we like better than Shiba Inu › Some investors can't stomach the volatility of high-flying tech stocks. But this is a walk in the park compared to the extremely wild nature of the cryptocurrency market. Shiba Inu (CRYPTO: SHIB) is the perfect representation. Its price skyrocketed a mind-boggling 102,000,000% from the start of 2021 to its all-time high in late October that year, according to data from CoinGecko. Asset prices shouldn't move like that, indicating heightened excesses. That enthusiasm didn't last long, though, and now this token trades more than 90% below the peak (as of March 5). 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 » As tempting as it might be to buy on the dip, here are three reasons why I'm avoiding Shiba Inu in 2026. 1. Shiba Inu is past its prime Shiba Inu isn't always a money-losing opportunity. There are instances when its price quickly jumps based on hype. But these don't last very long. This isn't a situation that is deserving of investors' hard-earned money. Speculators can, in theory, buy and sell at the right times to capture profits. This is a surefire way to lose money, though, as no one can successfully do this on a consistent basis. And given that Shiba Inu's price has been in a downward spiral for years now, the community of supporters backing it appears to be losing interest. 2. Fundamental weakness Eventually, I believe a cryptocurrency has to prove that it actually solves a problem. If the market believes that it doesn't, the value will likely trend toward zero. Shiba...

据知情人士透露，在下调私募信贷基金部分贷款的估值后，摩根大通收紧对其部分贷款。这是规模达1.8万亿美元的私募信贷行业面临压力的最新迹象。 知情人士补充称，被下调估值的贷款涉及发放给软件公司的贷款。近几周来，鉴于投资者担忧人工智能可能带来的影响，软件行业成为关注焦点。 像摩根大通这样的华尔街银行为私募信贷基金提供类似银行的融资服务，以这些基金所持贷款作为抵押向其提供资金。若相关资产价值下调，将压缩银行可向这些基金提供的融资规模，进一步加剧该行业所面临的压力。目前，私募信贷行业已因承销标准再度受到审视以及人工智能相关进展引发担忧，而接连遭遇来自散户投资者的大额赎回。 媒体周二报道，Cliffwater LLC成为最新一家面临赎回压力的私募信贷公司，其旗舰基金的赎回申请比例超过7%。此前，贝莱德、黑石集团和Blue Owl Capital Inc．管理的基金也曾遭遇投资者提出类似的赎回要求。 一位知情人士表示，此举具有前瞻性和预防性质，并补充称这并非该行首次对相关资产进行重新估值。 据报道，与竞争对手不同，这家美国最大的银行保留了可随时对私募信贷资产重新估值的权利，而其他贷款机构通常需要出现诸如未按时付款等触发条件。私募信贷行业高管表示，他们尚未看到其他银行采取类似做法。 据报道，摩根大通首席执行官杰米·戴蒙上周在该行的杠杆融资会议上向投资者表示，在以软件资产作为抵押进行放贷方面，该行正采取更为审慎的态度。 摩根大通不予置评。在相关报道发布后，美国股指期货涨幅收窄，标普500指数期货上涨0.3%，此前一度涨0.5%。 责任编辑：刘明亮

周三，一个由两党参议员组成的团体呼吁美国政府问责局对司法部公布并删改与身败名裂的性犯罪者杰弗里・爱泼斯坦相关文件一事展开调查。 这封由伊利诺伊州民主党参议员迪克・德宾、新墨西哥州民主党参议员本・雷・卢汉、俄勒冈州民主党参议员杰夫・默克利以及阿拉斯加州共和党参议员莉萨・穆尔科斯基联名签署的信件称，司法部未遵守一项旨在强制公开爱泼斯坦相关文件、同时保护受害者的法律。 议员们写道：“与国会明确要求保护受害者的指令相悖，这些文件中出现了电子邮箱地址和裸照，可据此识别出已公开身份和未公开身份的受害者。但在涉及指认被指控为同谋者或关键证人的有权势商界及政界人物的信息时，司法部却对这些记录进行了大面积删改。” 美国政府问责局是立法部门下属的独立无党派机构，有权对联邦政府进行审计与调查。 司法部因隐瞒爱泼斯坦文件部分内容，多次遭到批评，称其违反了《爱泼斯坦文件透明法案》——该法案经特朗普总统在去年11月签署生效，此前他曾持续反对数月。法案要求在12月19日前完整公布相关文件。 尽管司法部迄今已公布数百万页文件，但未能遵守去年12月的截止期限，仍有大量爱泼斯坦文件未公开，引发国会两党议员强烈不满。 参众两院议员均已要求司法部监察长对该部门处理爱泼斯坦文件的情况展开调查。众议院监督委员会上周投票决定，向司法部长帕姆・邦迪发出传票，作为对2019年去世的爱泼斯坦案调查的一部分。 该联名信要求代理审计长奥里斯・ 威廉姆斯 ・布朗审查司法部在爱泼斯坦文件审核、删改与发布环节的规程与做法，并向国会提交报告。信中特别要求政府问责局调查：文件公布是否掩盖了儿童性虐待行为。 参议员们在信中写道：“这起骇人听闻的丑闻中，有权有势的富豪们诱骗、虐待并强奸了年轻女性、男性与儿童。必须查明司法部为何未能妥善删改受害者信息，导致他们再次受害；同时又违反《爱泼斯坦文件透明法案》，对涉案施虐者相关信息进行删改。” 责任编辑：李肇孚

Sumitomo Life Insurance Co. lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 181,895 shares of the software giant's stock after purchasing an additional 15,138 shares during the period. Microsoft comprises about 2.9% of Sumitomo Life Insurance Co.'s investment portfolio, making the stock its 9th biggest position. Sumitomo Life Insurance Co.'s holdings in Microsoft were worth $94,213,000 as of its most recent SEC filing. Get Microsoft alerts: Sign Up Other large investors also recently added to or reduced their stakes in the company. IRON Financial LLC boosted its position in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after buying an additional 1,225 shares during the period. Wellington Capital Management Inc. purchased a new position in shares of Microsoft in the second quarter valued at about $9,941,000. Sound View Wealth Advisors Group LLC raised its stake in shares of Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant's stock valued at $46,816,000 after acquiring an additional 2,373 shares during the last quarter. Trifecta Capital Advisors LLC raised its stake in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after acquiring an additional 1,572 shares during the last quarter. Finally, Weaver Capital Management LLC boosted its holdings in shares of Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock worth $9,499,000 after purchasing an additional 2,247 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock. Microsoft Stoc...

US Bancorp DE lowered its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,757,152 shares of the e-commerce giant's stock after selling 2,353 shares during the quarter. Amazon.com accounts for about 1.5% of US Bancorp DE's portfolio, making the stock its 14th largest position. US Bancorp DE owned about 0.05% of Amazon.com worth $1,264,098,000 as of its most recent SEC filing. Get Amazon.com alerts: Sign Up Other large investors have also recently made changes to their positions in the company. Fairway Wealth LLC boosted its holdings in shares of Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new stake in Amazon.com during the 3rd quarter valued at $27,000. Bridge Generations Wealth Management LLC lifted its position in Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after buying an additional 233 shares during the last quarter. Cooksen Wealth LLC boosted its stake in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after buying an additional 47 shares during the period. Finally, PayPay Securities Corp increased its position in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after acquiring an additional 96 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors. Analysts Set New Price Targets Several brokerages recently commented on AMZN. Sanford C. Bernstein reiterated an "outperform" rating on shares of Amazon.com in a report on Friday...

Westfield Capital Management Co. LP reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,705,236 shares of the software giant's stock after selling 52,188 shares during the period. Microsoft comprises about 3.7% of Westfield Capital Management Co. LP's holdings, making the stock its 3rd largest holding. Westfield Capital Management Co. LP's holdings in Microsoft were worth $883,227,000 at the end of the most recent reporting period. Get Microsoft alerts: Sign Up Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. IRON Financial LLC grew its holdings in Microsoft by 23.2% in the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after buying an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. acquired a new position in Microsoft during the 2nd quarter worth $9,941,000. Sound View Wealth Advisors Group LLC grew its stake in shares of Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant's stock worth $46,816,000 after purchasing an additional 2,373 shares in the last quarter. Trifecta Capital Advisors LLC increased its holdings in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after purchasing an additional 1,572 shares during the period. Finally, Weaver Capital Management LLC raised its stake in shares of Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock valued at $9,499,000 after purchasing an additional 2,247 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company'...

格隆汇3月11日｜据CCTV国际时讯，伊朗3月11日在首都德黑兰为遭美以空袭身亡的多名高级指挥官及部分平民举行追悼仪式及葬礼，包括伊朗武装部队总参谋长穆萨维、伊朗伊斯兰革命卫队总司令帕克普尔、伊朗国防委员会秘书沙姆哈尼、伊朗国防部长纳希尔扎德等。送葬队伍从德黑兰革命广场出发，一路前往烈士陵园。

个人追责力度加大。 2026年开年以来，银行业虚增存贷款问题再度受到监管关注。 据第一财经记者不完全统计，今年前两个月已有至少16家银行因虚增存贷款规模等违规行为受到监管处罚，涉及国有大型银行分支机构、股份制银行、城商行以及农商行等多类型机构。多数案件同时追究机构与责任人员责任，“双罚制”已成为监管常态，个别案例甚至出现终身禁止从事银行业工作的处罚。 在业内人士看来，随着监管持续强化，银行通过各类操作手段做大存贷款规模的空间正逐步受到压缩。与此同时，在净息差持续收窄、信贷需求偏弱以及存款竞争加剧的背景下，依赖规模扩张驱动增长的传统模式正面临调整。 十余家银行因虚增存贷款受罚 从监管披露的罚单来看，虚增存贷款规模仍是今年银行监管处罚的重要原因之一。 恒丰银行郑州分行因“虚增存贷款规模”等多项违规行为被罚款210万元，同时四名相关责任人被处以罚款及警告。广西北部湾银行因存在“以贷转存”“虚增存贷款”以及违规设立存款考核指标等问题，被合计罚款205万元。南宁市邕宁区农村信用合作联社也因包括虚增存贷款在内的多项违规行为被罚款85万元。 此类监管处罚也不乏大型银行分支机构。中国农业银行大连市分行及金州支行因“以同日或近期开立存单作质押发放无实际需求贷款”“违规设立存款时点考核指标”等行为分别被罚款30万元。 进入2月，相关案例中个人责任追究力度有所加大。例如，在泉州银行相关处罚中，责任人林某因涉及违规行为被处以终身禁止从事银行业工作的处罚。 此外，凉山农村商业银行因绩效考评机制不合规导致虚增存贷款被罚120万元；江西安福农商行因“贷款冲时点”被罚180万元；湖北孝感农商行因“存贷款冲时点”被罚120万元。 据记者不完全统计，2026年前两个月，因虚增存贷款规模等问题受到处罚的银行至少有16家。其中，仅1月涉及相关违规的罚单就达到34张，而2025年12月相关罚单仅为4张。被处罚机构既包括国有行分支机构农业银行大连分行及支行、股份制银行恒丰银行，也包括城商行齐鲁银行、日照银行、威海银行、广西北部湾银行等，同时还涉及多家农商行及农村信用社。 “ 以贷转存”等操作仍较常见 从罚单披露的信息看，“以贷转存”和“存单质押贷款”仍是虚增存贷款规模的主要方式。 所谓“以贷转存”，是指银行在发放贷款后，要求借款企业将部分贷款资金重新以存款形式存回本行，从而在账面上同时增加贷款余额和存款余额。...

NiseriN/iStock via Getty Images Several companies that buy liquefied natural ‌gas from QatarEnergy as portfolio players or offtakers, including Shell ( SHEL ) and TotalEnergies ( TTE ), h ave declared force majeure ​to customers they supply, Reuters reported Wednesday. QatarEnergy shut production last week at its massive Ras Laffan LNG plant, the largest single plant in the world, following a drone attack on the facility, and then declared force majeure on its LNG shipments. Shell ( SHEL ) and TotalEnergies ( TTE ) have long-term partnerships with QatarEnergy and are partners ​in the company's massive North Field expansion project which aims to ‌boost ⁠capacity by 2027. Analysts estimate Shell ( SHEL ) and TotalEnergies ( TTE ) offtake 6.8M metric tons/year and 5.2M tons/year of Qatari LNG, respectively. More on Shell and TotalEnergies Shell: Integrated Gas Is In Demand TotalEnergies: Then Came Iran TotalEnergies: LNG Exposure And AI Power Demand Offer Structural Growth

你或许刷到过这样的直播间——一个中年男人对着镜头哽咽，说自己把老婆赶出了家门，原因是老婆常年欺负老母亲，连饭都不给吃，村里人都看不下去了，将老婆指责得羞愧难当，最终净身出户。弹幕很快被“孝顺”“好儿子”刷屏。可结尾往往突然一转，前一秒还在痛哭的男人拿出一款产品，说这是自己给母亲准备的好东西，顺便把链接挂在了橱窗。 这就是如今随处可见的“孝子直播间”“情感主播”，一场以剧情化短视频、直播“演戏”为核心的流量生意——他们有人在镜头前扮演调解家庭纠纷的“正义使者”，有人以民族大义、灵异玄学为剧情主线吸引观众，最终却都导向同一个目的：卖货、卖课，或者把观众引导进更隐蔽的私域交易。 对于许多中老年用户来说，这些视频既像故事，又像新闻，更像某种“主持公道”的爽剧。 随着3·15国际消费者权益日临近，围绕直播带货与短视频电商的消费纠纷再次成为了舆论焦点。近年来，“看视频下单”已经成为不少人日常消费的重要入口，但随之而来的争议也在不断增加。 国家市场监督管理总局数据显示，2024年全国市场监管部门共接收直播带货投诉举报40.2万件，同比增长19.3%，产品质量“翻车”、虚假宣传、退换货困难等成为消费者反映最集中的问题。 其中，“孝子直播间”“东北讲武堂”等以剧情表演为核心的账号，更是带货翻车和消费纠纷的重灾区。 反诈博主“铁柱大导演”长期关注并拆解这类套路。他曾是《暴走大事件》的编剧，多年前偶然刷到情感主播虚构剧情兜售假药的视频后，开始制作“骗子演戏合集”，逐帧拆解这些直播与短视频中的表演与话术。 在铁柱看来，这些套路的本质都一样，一个是提供爽感，另一个就是传播“正能量”，但形式却不断升级再升级——从公开直播间卖货，到把观众引流进私域群聊和小程序直播；从真人主播演戏，到使用AI批量生产内容。当剧情愈发夸张，技术却让虚构的故事更加“真实”，骗局的边界正在变得模糊。 围绕这些变化，铁柱结合多年观察，总结了骗局套路如何运作、受众为何容易被吸引，以及在平台、技术和流量经济的共同作用下，这门生意是如何不断“进化”的。 以下是铁柱的讲述： 骗局的核心——爽感和正能量 前段时间我发了个揭秘视频，骗子如何用AI生成的素材编故事、卖蜂蜜，是粉丝给我提供的线索。就是一个AI人在那里讲，自己被丈夫和情人从28楼推下去，脾脏破裂；或者被放在笼子里，沉在水下20米，困了整整420天。怎么活下来的？吃了神秘老...

格隆汇3月11日｜现货白银向下跌破86美元/盎司，日内下跌2.63%。

In one move, Reliance Industries Ltd. has reset its relationship with Donald Trump . Billionaire Mukesh Ambani ’s conglomerate is in talks with America First Refining, with options ranging from an equity stake to offtake agreements or broader strategic partnerships, people familiar with the matter said, asking not to be identified as the information is private. The potential deal underscores how Reliance is capitalizing on shifting energy alliances as geopolitical conflicts chokes energy supplies. Although it didn’t name Reliance, Washington had last year accused India’s politically connected energy titans of war profiteering through purchases of discounted Russian crude. Read: Billionaire Ambani Becomes Collateral Damage in Trump Trade Fury But on Tuesday, President Trump announced the Brownswille project, calling it “the FIRST new U.S. Oil Refinery in 50 YEARS” and thanking Reliance for its role. Still, the finer details of Reliance’s involvement remain fluid and under negotiations, the people said. The intent has been to help smooth out the bilateral relations, one person said. Shift in Tone That shift in tone reflects Washington’s recalibrated stance as Middle Eastern supplies tighten amid the Iran war. Indian refiners, including Reliance, have bought about 30 million barrels of Russian oil after the US gave its green light for purchases to cope with a shortfall caused by the effective closure of the Strait of Hormuz. Reliance also resumed purchases of cargoes from Venezuela, after the US stepped in to oversee Caracas’s oil sales. A Reliance representative didn’t reply to email seeking comments. The US Energy Department didn’t immediately respond to a request for more details. “As the US expands its downstream chemical infrastructure, Reliance has emerged as a key strategic partner,” said Deven R Choksey , founder of DRChoksey FinServ, a boutique fund and wealth management firm.“Reliance provides the technical expertise and investment needed to bolster US downst...

hapabapa/iStock Editorial via Getty Images Shares of Oracle ( ORCL ) jumped about 10% premarket on Wednesday after fiscal third-quarter results and outlook beat estimates and drew positive reactions from analysts. J.P. Morgan upgraded Oracle's rating to Overweight from Neutral, noting that the severe selloff improves risk-reward against a backdrop of thick investor pessimism. However, the firm lowered the price target on the stock to $210 from $230. Analysts led by Mark Murphy said that they upgraded the shares due to several reasons. They said the material selloff in Oracle's shares, down 55% since mid-September (versus +1% for the S&P 500 and 0% for the NASDAQ), de-risks valuation. Murphy and his team added that the corresponding shift in investor expectations from blind faith to widespread pessimism in the attainability of fiscal year 2030 targets, OpenAI ramp, and debt-raising capability, sets a lower expectations bar. In addition, the analysts said that a successful $25B debt raise last month with no apparent need for incremental bond issuance in 2026 may ease some potentially overblown Credit Default Swap, or CDS, tracking and related debt rating concerns. Murphy and his team noted that the upgrade was also based on incremental proof points supporting the ability to accelerate top line rapidly and converge on growth territory while still growing operating income in the double-digits. However, the analysts did point to some conditions. They said their upgrade was not predicated on the achievability of long-term financial targets; the margin structure of the business does get complicated with material gross margin percentage compression offset by tremendous operating expenditure discipline; and OpenAI ( OPENAI ) still poses very material Remaining Performance Obligation, or RPO, customer concentration amid a dynamic landscape. "Coming into Oracle’s FQ3 (February) earnings results , we explicitly stated 'Don’t Underestimate Oracle’s Resolve to Weather the Current...

文章提及标的 申通快递 -- 3月11日，申通快递（002468）江苏区域总部在常州开工。申通快递（002468）江苏区域总部项目位于天宁高新技术产业开发区，总投资30亿元，深度集成智能分拨、云仓管理、大数据运营、电商服务等多元功能，新增就业岗位将超过2000人。(界面新闻)

rozdemir01/iStock via Getty Images Shares of global advanced semiconductor packaging and fab solutions company, Amtech Systems, Inc. ( ASYS ), are up 178% (YoY). Annualized revenues in the recent past have shown a decline of about 30% (from 2023 to 2025), with two main operating segments. Seeking Alpha In the 3 months ending on December 2025, Thermal processing solutions accounted for about 74% of the revenue, while the Semiconductor fab solutions segment took up the remaining 26%. I will explain why I am rating this stock a hold: ASYS is expanding into a high-margin advanced packaging business model by leveraging investments in artificial intelligence while stabilizing its balance sheet. Sequentially, Amtech's Q1 2026 revenues declined 4.21% (QoQ) to $19 million, compared to the 28.42% (YoY) decrease from Q1 2025 (where it stood at $24.4 million). Despite a slight sequential decrease, I would describe it as an improvement, as the company noted a surge in AI product demand while conducting a "product-line rationalization program" that began in 2024. I believe the program will improve revenue generation in 2027 and beyond as ASYS continues to release next-generation AI semiconductor products. In the 12-month trailing, Amtech's annual revenue growth dwindled 26.55% (YoY) against the industry average of 10.23%, with the forward growth expected to reduce by 2.09% (YoY). After posting annual revenues of $79.4 million in FY 2025, we are likely to see ASYS pull in $77.74 million in sales in FY 2026. However, while considering these numbers, Amtech explained that it was "migrating to a semi-fabless business model, which lowers its manufacturing facilities to 4 from 7." The company aims to grow revenues and reduce capital expenditures to below $1 million in 2026. That said, Amtech is looking to fuel its profitability at this point when companies are incorporating AI to grow their manufacturing and supply chain. In fact, as of Q1 2026, 35% of the revenue accrued from the Ther...

格隆汇3月11日｜印度石油部官员表示，印度原油供应依然安全，其75%的原油来自非霍尔木兹海峡相关地区。

文章提及标的 伦敦银 -- 现货白银失守86美元/盎司，日内跌2.75%。

Virtuix, Inc. Investors Are Invited to Demo Omni One’s Full-Body, 360-Degree Immersive VR Experience AUSTIN, Texas, March 11, 2026 (GLOBE NEWSWIRE) -- Virtuix Inc. (NASDAQ: VTIX), a leading developer of full-body virtual reality systems, today announced that the Company will participate in the 38th Annual ROTH Conference taking place March 22-24, 2026, in Dana Point, California. Jan Goetgeluk, Founder, Chief Executive Officer, and Chairman of Virtuix, will attend the 38th Annual ROTH Conference, where he is scheduled to host one-on-one meetings with institutional investors and discuss the Company’s recent Nasdaq listing, growing traction for the Omni One platform, participation in Meta’s “Made for Meta” program, and additional strategic initiatives and upcoming milestones. In addition, Virtuix will showcase its Omni One platform with a live demo located next to Booth 10. Institutional investors attending the conference are invited to experience Omni One firsthand, and submit their business card for a chance to win an Omni One, valued at $3,495. 38th Annual ROTH Conference Date: March 22-24, 2026 Location: The Ritz-Carlton, Dana Point, CA Format: In-person 1x1 Meetings Attendees: Jan Goetgeluk, Founder, Chief Executive Officer, and Chairman Conference Website: Here For more information on the 38th Annual ROTH Conference, or to schedule a meeting with management, please contact your ROTH representative. You may also email your request to VTIX@mzgroup.us or call Chris Tyson at (949) 491-8235. About Virtuix Virtuix Inc. (NASDAQ: VTIX) is a leading manufacturer of full-body virtual reality systems for consumer, enterprise, and defense markets. The company's premier portfolio of "Omni" omni-directional treadmills enables players to walk and run in 360 degrees inside video games and other virtual reality applications. With a commitment to innovation, Virtuix continues to push the boundaries of XR and AI, delivering immersive experiences to users worldwide. For more informa...

据知情人士透露，由于卡塔尔全球最大液化天然气出口工厂停产，包括壳牌在内的多家液化天然气供应商，正对亚洲客户宣布不可抗力。 一位不愿具名的知情人士称，阿曼贸易公司OQ也因卡塔尔供应中断，向其孟加拉国客户宣布不可抗力。 这表明供应中断的影响已从与卡塔尔签有直接合同的客户扩散开来，凸显出卡塔尔在全球天然气市场中的重要地位。 LG Energy Group交易与风险管理负责人Tim Partridge表示，“我相信他们不会是最后一批。一个原本处于微妙平衡中的能源生态系统突然陷入动荡，许多参与方，无论是出口商还是进口商，都受到严重冲击。” 壳牌与卡塔尔能源公司在大型拉斯拉凡液化天然气工厂拥有股权合作。该工厂是全球最大的单体液化天然气工厂，上周在设施遭无人机袭击后关闭。卡塔尔能源随后宣布其液化天然气供应构成不可抗力。 壳牌拒绝置评。孟加拉国Rupantarita Prakritik Gas Co． Ltd．和OQ暂未立即回应置评请求。 责任编辑：李肇孚

"I want to take the opportunity to commend the members of the public in particular who assisted in the initial response including two female off-duty nurses and a young male who pulled the couple from the water and gave the couple the best chance for survival," he said.

Uber, Spotify, AppLovin And A Key Tech Stock On CNBC's 'Final Trades' Benzinga

中东战火愈演愈烈，华尔街交易员正紧盯图表，研判标普 500 指数还将下跌多少；技术分析师已注意到空头动能的早期迹象。 标普 500 指数周二下跌 0.2%，进一步跌破 50 日与 100 日移动均线。同时跌破这两大指标，凸显市场看空情绪：50 日移动均线更多反映短期趋势，100 日移动均线则被视为中期趋势的参考。 “这对投资者而言，往往是‘引擎故障警示灯’，”Aptus 资本顾问公司股票主管兼投资组合经理戴维・瓦格纳在谈及当前市场格局时表示，“这表明当前市场动能弱于历史平均水平，市场叙事正从‘增长’转向‘谨慎’。” 估值等基本面因素能为股市长期表现提供良好指引，但在市场承压期，技术图表的需求会大幅上升。当华尔街被波动笼罩、股市对每一条地缘政治新闻都做出反应时，技术分析师或许能为寻找关键拐点的交易员提供路线图。 在华尔街技术派人士看来，投资者接下来需关注的关键节点是标普 500 指数的 200 日移动均线。该均线目前位于 6591 点附近，较周二盘中高点下跌约 5%，若跌破此位，将是该指数自去年 11 月触底以来的最低水平。部分图表分析师用 200 日移动均线判断股市长期趋势是上行还是下行。 奥本海默公司技术分析主管 阿里 ・瓦尔德认为，指数跌破 50 日移动均线，但 200 日支撑位仍未失守，这表明指数正处于长期上行趋势中的回调阶段。在他看来，这种格局可能创造短期买入机会。 但瓦尔德也指出：“若跌破 200 日移动均线，将是自去年 5 月以来首次失守该均线，这意味着市场趋势正逐步发生改变，值得密切关注。” 尽管标普 500 指数仍较 1 月创下的历史高点低不到 3%，但市场内部交易已显震荡 —— 中东轰炸开始前，美股全年走势原本平稳。本周早些时候，芝加哥期权交易所波动率指数（VIX）一度突破 35，创 2025 年春季特朗普政府关祱风波以来的最高水平。 米勒・塔巴克公司首席市场策略师马特・马利认为，自 2025 年 5 月以来一直充当支撑位的标普 500 指数 100 日移动均线，如今已转为阻力位。周二，标普 500 指数未能收于该均线上方，最终收于 6781.48 点。 马利表示，6550 点至 6600 点区间是关键区域。若跌破该阈值，将给市场观察人士 “一个关键的‘更低低点’信号，标志着趋势发生重大转变”。 责任编辑：郭明煜