当“ni ai wo wo ai ni”的旋律在墨西哥城和圣保罗响起，背后是一场中国品牌的集体远征。 2026年2月，墨西哥城核心地标宪法广场。一家红白配色的奶茶店门口排起长龙，年轻人举着手机拍照打卡——这不是苹果新品预售，也不是本土节日促销，而是蜜雪冰城墨西哥首店的开业现场。就在一个月前（1月23日），蜜雪冰城巴西首店已在圣保罗落地，开业当天的盛况与墨西哥城不相上下。 作为蜜雪冰城出海拉美的第一步，墨西哥首店的选址极具战略意义——宪法广场作为墨西哥城的心脏地带，人流量密集且商业氛围浓厚，周边聚集着各类消费场景，既便于吸引本地民众，也能覆盖前来观光的游客。 “雪王”之外，更多中国品牌积极布局拉美，泡泡玛特的“LABUBU”系列在墨西哥热卖；名创优品1200㎡的大店已经成为哥斯达黎加的打卡地标；SHEIN与巴西当地制造商合作，本地制造商品占比已经达到了25%…… 中国新消费品牌，正在拉美上演一场“集团军作战”。 拉美年轻人，正在为中国品牌排队 2月份的墨西哥城，午间最高气温接近30度。 在宪法广场南侧，炎炎烈日丝毫没有影响到消费者的耐心。人群排起一眼望不到头的长龙，只为购买一支售价仅为8比索（约合人民币3元）的甜筒或一杯20比索（约合人民币8元）的冰鲜柠檬水。 除此之外，蜜雪冰城的其他核心产品价格也不高，中杯波霸奶茶售价30比索（约合人民币12元），百香果茶、珍珠奶茶售价35比索（约合人民币14元）这一定价，仅为当地同类奶茶品牌的1/4到1/5。 图注：蜜雪冰城墨西哥城店售价 强悍的低价策略已让周边餐饮店感受到了冲击。距离蜜雪冰城仅60米的麦当劳店员接受当地媒体采访时坦言，蜜雪冰城开业以来，其冷饮和甜品柜台的客流量曾出现断崖式下滑。虽然目前部分不愿排队的顾客有所回流，但蜜雪冰城的影响力依然让人压力山大。 图注：晚上8点蜜雪冰城排队情况 当地的华人消费者Lulu透露，她在蜜雪开业的第二周才过去“凑热闹”。但是发现宪法广场店排队的情况从上午一直持续到日落，她排了一个小时左右才买到。甚至在晚上8点左右，依然可以看到数十人的队伍排在蜜雪冰城门口。 而从她了解到的情况来看，当地消费者对这种现制的茶饮热情非常高，不到当地星巴克大杯拿铁一半的价格就能喝到一杯现制的珍珠奶茶，是很多人愿意花时间排队的主要原因。“怎么形容呢，这个价格在当地跟一杯可乐的价格差不多，你就说便宜不便宜吧”。L...

Bundesbank will ditch landmark HQ due to rising renovation costs Reuters

matejmo/iStock via Getty Images The following segment was excerpted from the Harbor Health Care ETF Q4 2025 Commentary . During the fourth quarter, the Harbor Health Care ETF ( MEDI )(“ETF”) returned 10.43% (NAV), underperforming the Russell 3000® Growth Health Care Index (“Index”), which returned 16.71%. Contributors & Detractors Biotechnology: Revolution Medicines ( RVMD ) was a top contributor during the quarter. Shares advanced on growing investor conviction in the company’s rat sarcoma (“RAS”) inhibitor platform, supported by regulatory momentum for daraxonrasib and greater recognition of its potential across historically undruggable RAS-driven cancers. Subsequent to quarter-end, the strategic value of the platform was underscored by reports of a competitive bidding process to acquire the company. We believe this validates the company’s differentiated position in targeted oncology and highlights a continued appetite among large biopharma companies for clinically derisked innovation. AbbVie ( ABBV ), by contrast, traded largely sideways, as investors continued to assess its post-patent earnings durability. The ETF’s meaningful underweight contributed positively to relative results. Following a constructive quarterly update and improved visibility into near-term fundamentals, we modestly reduced the underweight — balancing a more favorable risk-reward outlook with ongoing discipline around opportunity cost relative to higher-beta exposures within Health Care. Pharmaceuticals: While Eli Lilly ( LLY ) delivered strong absolute performance — driven by continued GLP-1 demand and the FDA approval of Zepbound — our underweight position in the name was a significant detractor from relative results. The stock’s continued rally, fueled by commercial traction and manufacturing scale-up in obesity and diabetes drugs, contributed heavily to benchmark performance and created a headwind for the ETF. We remain selective in our large-cap pharma exposure, with a preference for ba...

It is not surprising that before an earnings season, every investor looks for stocks that can beat market expectations. This is because investors always try to position themselves ahead of time and look to tap stocks that are high quality in nature. In this regard, we ran a screener that yielded stocks Urban Outfitters URBN, Deckers Outdoor DECK, BILL Holdings, Inc. BILL, The Travelers Companies TRV and Stride LRN as the likely winners on the earnings beat potential. Why Is a Positive Earnings Surprise So Important? Historically, stocks of companies with solid quarterly earnings (on a nominal basis) tank if they miss or merely meet market expectations. After all, a 20% earnings rise (though apparently looks good) doesn’t tell you if earnings growth has been exhibiting a decelerating trend. Also, seasonal fluctuations come into play sometimes. If a company’s Q1 is seasonally weak and Q4 strong, then it is likely to report a sequential earnings decline. In such cases, growth rates are misleading while judging the true health of a company. On the other hand, after much brainstorming and analysis of companies’ financials and initiatives, Wall Street analysts project earnings of companies. They in fact club their insights and a company’s guidance when deriving an earnings estimate. Thus, outperforming that estimate is almost equivalent to beating the company’s own expectation as well as the market perception. And if the margin of earnings surprise is big, it typically drives the stock higher right after the release. Thus, more than anything else, an earnings surprise can push a stock higher. How to Find Stocks that Can Beat? Now, finding stocks that have the potential to beat on the bottom line may be investors’ dream but not an easy job. One way to do this is to look at the earnings surprise history of the company. An impressive track in this regard generally acts as a catalyst in sending a stock higher. It indicates the company’s ability to surpass estimates. And inves...

国际能源署（IEA）计划史上最大规模战略储备释放行动，仍未能压制油价涨势，折射出市场对霍尔木兹海峡封锁持续的深度忧虑。 周三，布伦特原油期货一度重返每桶92美元，截至发稿报90.86美元，涨幅收窄至3.5%，WTI原油现涨3.5%。 据 华尔街见闻此前文章 ，IEA正推动史上最大紧急石油储备释放，释放规模达4亿桶，为2022年俄乌冲突后投放量的两倍以上。七国集团（G7）能源部长在声明中表示，支持"采取积极措施应对当前局势，包括动用战略储备"。 有分析人士警告， 战略储备释放仅能争取数日缓冲，局势走向的关键仍在于霍尔木兹海峡能否重新开放。 Marex能源市场分析师Sasha Foss对CNBC表示， "这场冲突必须在本周内结束，否则油价将重新飙升至100美元以上。" 彭博社分析师Alex Longley认为， 真正影响油市的并非释放规模，而是原油进入市场的速度。 他援引摩根大通估算称： 目前各国联合释放的可行速度大约为每日120万桶。美国在2022年战略石油储备（SPR）释放期间，最高也仅在一个月内略高于每日100万桶，且部分时段的释放速度甚至不足这一水平的一半。 相比之下，一旦局势升级，经霍尔木兹海峡运输的原油供应中断规模可能高达每日约1500万桶。这意味着，尽管市场讨论的释放规模达到3亿至4亿桶，但真正决定油市影响的仍将是释放节奏及其执行细节。 IEA着手史上最大规模储备释放，G7背书 IEA执行董事Fatih Birol在周二声明中表示，成员国目前持有逾12亿桶公共紧急石油储备，另有6亿桶行业库存处于政府义务持有状态。 Birol指出，"石油市场状况在近几日已明显恶化"，并点名运输通道受阻及石油产量大幅削减两大问题。"这正在为市场制造显著且不断上升的风险，"他说，"我们讨论了所有可用选项，包括向市场开放IEA紧急石油储备。"各成员国定于周三就是否释放紧急石油库存作出决定。 周三，德国经济部长证实，IEA已请求成员国释放4亿桶石油储备，德国将参与其中，但具体细节尚待明确。同日，全球第三大战略石油储备持有国——日本首相高市早苗表示， 日本将单独释放战略石油储 备，以应对中东战争带来的冲击。释放最快将于3月16日下周一启动。 冲突升级信号频现，海峡局势持续紧张 与此同时，美伊冲突出现多项升级迹象。据报道，美国军队已击沉数艘伊朗船只，其中包括16艘布雷舰，地点位于霍尔木...

欧洲央行副行长路易斯·德-金多斯周三表示，金融市场波动可能放大对经济造成的冲击。预计欧洲央行下周在决定政策时，将考虑“增 长和 通胀”的各种情景。 伊朗战争的外溢效应可能已推 高通 胀，并加大了欧洲央行介入以抑制价格压力的压力。 金多斯承认，预测过程已变得“更加复杂”，市场波动可能对实体经济产生更大影响。 他在马德里的一次会议上表示：“能源冲击的效应可能会被放大，并可能导致对经济活动的冲击更加剧烈。” 金多斯表示，欧洲央行需要考虑不同的情景，就像2004年俄乌冲突期间那样，接受不确定性和困难的预测。 金融市场预计，基于油价上涨将传导至价格的前提，欧洲央行将在秋季加息，并且根据2011/22年的经验，如果通胀超标，欧洲央行的容忍度将会降低。 当时，欧洲央行不得不以前所未有的速度加息，以阻止价格涨幅飙升至两位数。 金多斯警告了战争对经济造成的下行风险。 责任编辑：张俊 SF065

(Updates with the Pentagon's response in the sixth paragraph.) Microsoft (MSFT) filed a legal bri Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Global energy major Chevron Corporation CVX is following the footprint of Shell plc SHEL and moving closer to major oil production agreements in Venezuela, marking a significant shift in the nation’s energy sector. These deals could become the first major upstream investments since the political developments surrounding President Nicolás Maduro earlier this year. If finalized, the agreements would allow international oil companies to expand operations in some of Venezuela’s most resource-rich regions. The developments are viewed as a step toward rebuilding the country’s struggling oil industry, a goal strongly emphasized by U.S. President Donald Trump, who has highlighted a massive investment potential to revive Venezuela’s energy infrastructure after decades of decline. Oil Law Reform Opens Doors to Foreign Investment A major catalyst for renewed interest is Venezuela’s recent reform of its primary oil legislation. The country’s National Assembly approved changes that grant foreign companies more operational autonomy—even when they are minority partners in projects with the state oil company PDVSA. Under the revised framework, international operators can manage production, exports and sales of Venezuelan crude. This shift aims to attract capital and technical expertise to a sector that has suffered from years of mismanagement and underinvestment during the administrations of Nicolás Maduro and his predecessor Hugo Chávez. Chevron Expands Presence in the Orinoco Belt Chevron, currently carrying a Zacks Rank #3 (Hold), is reportedly close to expanding its largest Venezuelan project, Petropiar, located in the massive Orinoco Belt—home to more than 75% of the country’s crude reserves. The proposed deal would give Chevron rights to develop the Ayacucho 8 block, a large area with proven extra-heavy oil resources. Chevron and Venezuelan energy authorities have also reached preliminary terms to expand the company’s largest oil venture, the Petropiar project, in the vast Or...

格隆汇3月11日｜日本贸易部官员：将对超过170日元/升的汽油价格提供补贴。

格隆汇3月11日｜据美国哥伦比亚广播公司，美国总统特朗普告诉国际足联，欢迎伊朗在美国举行的世界杯上参赛。美国总统特朗普周二与国际足联代表通话。

财联社3月11日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 丘钛科技(01478.HK)： 2月摄像头模组销售数量合计3354.7万件，同比增加40.3%。指纹识别模组销售数量合计1050.2万件，同比减少23.5%。主要由于春节假期影响，海外客户需求增加及供应份额持续上升。 中国中冶(01618.HK)： 前两月新签合同额人民币1324.4亿元，同比降低6.49%，其中新签海外合同额人民币44.9亿元。 新天绿色能源(00956.HK)：前2月累计完成发电量309.41万兆瓦时，同比增加5.60%。 延长石油国际(00346.HK)：发盈警。预期2025年亏损约7.8亿港元 同比盈转亏。 新城发展(01030.HK)：前2月累计合同销售19.37亿元，同比减少34.91%。 时代中国控股(01233.HK)：前2个月累计合同销售金额约为4.81亿元，同比减少48.28%。 毛戈平(01318.HK)：合共2.28亿股未上市股份已于2026年3月11日完成转换为H股。 恒瑞医药(01276)：注射用SHR-9803、SHR-2524获得药物临床试验批准通知书。 2）业绩速递 裕元集团(00551.HK)： 2025年营业收入约80.31亿美元，同比减少1.8%；净利润约3.81亿美元，同比减少2.9%。期内部分制造产区的订单满单率及产能利用率与均值差异显著，造成产能负载不均；各地薪资上涨高单位数百分比，大幅推高人工成本。 宝胜国际(03813.HK)：2025年营业收入人民币171.32亿元，同比减少7.16%；净利润2.11亿元，同比减少57.12%。 阳光房地产基金(00435.HK)：2025年收入约7.78亿港元，同比下降4.8%，可分派收入为3.3亿港元。物业组合的租用率为90.6%，平均续租率则为70%。 越秀房产信托基金(00405.HK)： 2025年收入总额约18.56亿元，同比减少8.6%，除税后亏损约6.94亿元，同比增长106.3%。 手回集团(02621.HK)： 预计2025年度的净利润介于人民币7.80亿元至8亿元。 金嗓子(06896.HK)：2025年预期营业收入及净利润同比下降20%-25%之间。 3）回购动态 小米集团-W(01810.HK)：斥资9999.36万港元回购300.56万股，回购价33.22-3...

jetcityimage/iStock Editorial via Getty Images To help fleet managers increase efficiencies, identify vehicles that need servicing, and monitor irregular driving patterns that could drive up fuel costs, Ford ( F ) is offering Pro AI to its commercial subscription customers, an intelligent fleet assistant. Ford Pro AI, unveiled at the Consumer Electronics Show in early January, is part of the company’s efforts to increase revenue in its Pro commercial business -- a crucial area of revenue growth for the Detroit automaker. Thanks to a 30% increase in paid software subscriptions in the commercial division, “Pro continues to evolve its business by diversifying its revenue streams and building out its high-margin service infrastructure,” Ford CFO Sherry House said at the company’s last earnings call. House went on to forecast Ford Pro EBIT of $6.5M to $7.5M in FY26 with a 10.3% profit margin by “growing its mix of profitable software and physical services globally.” While there is currently no extra charge for Ford Pro AI to existing Ford Pro Telematics customers (at launch), it aims to increase new subscribers to Ford Pro Telematics, currently starting at $20 per VIN per month, excluding any necessary installation charges. More on Ford Ford Motor Switches To Chinese Battery Tech For Its New $30,000 Electric Pickup Ford: Better Value Than You'd Think Ford Motor Company (F) Q4 2025 Earnings Call Transcript Ford February vehicle sales down 5.5%, EV sales drop 71% GM and Ford are top picks at BofA in the 'Year of the Pickup'

Chipotle Mexican Grill , together with its subsidiaries, operates quick-casual and fresh Mexican food restaurant chains. The company offers a focused menu of burritos, tacos, burrito bowls, and salads. Roku would be an excellent stock for investors to consider, as displayed by its Zack Rank #1 (Strong Buy). The top 5% of all stocks receive the highly coveted Zacks Rank #1 (Strong Buy). These stocks should outperform the market more than any other rank. Investors can implement a stellar strategy to find expected winners by taking advantage of the Zacks Rank – one of the most powerful market tools that provides a massive edge. The growth outlook remains notably bullish, as shown below. EPS is expected to grow 255% in its current FY26 and an additional 55% in FY27, whereas sales are expected to see growth rates of 16% and 13% across FY26 and FY27, respectively. The stock sports a Style Score of ‘B’ for Growth. The positive release helped move shares higher and shift sentiment post-earnings, up 15% just over the last month. As shown below, EPS revisions have been highly positive not just over recent months but over the past year as well, with estimates for FY26 and FY27 up 240% and 100%, respectively, since the end of last March. The above-mentioned release also wrapped up its broader FY25, with total streaming hours of 145.6 billion throughout the year growing 15% YoY alongside a 15% improvement in gross profit. The company also reported record free cash flow on a trailing twelve-month basis, adding to the positivity. Roku posted a double-beat concerning our headline expectations in its latest quarterly release, with adjusted EPS of $0.53 much improved from the -$0.24 per share loss in the same period last year. Sales of $1.4 billion grew 16% YoY, reflecting an acceleration relative to the last few periods. Roku helped pioneer streaming. Roku-made TVs, Roku TV models, Roku streaming players, and TV-related audio devices are available worldwide through direct retail sal...

格隆汇3月11日｜据伊朗塔斯尼姆通讯社，伊朗革命卫队称，在霍尔木兹海峡向悬挂泰国国旗的散货船Mayuree Naree开火。

Dilok Klaisataporn/iStock via Getty Images Summary Data by YCharts Since my last article , Fair Isaac Corporation ( FICO ) shares have come under significant pressure, greatly underperforming the S&P 500. YTD, the shares have dropped 20.5% as FICO is fighting a perceived war on multiple fronts. The three credit bureaus [Equifax Inc. ( EFX ), Experian plc ( EXPGY ), TransUnion ( TRU )] are engaged in an aggressive price war with VantageScore, seeking to undermine FICO's multi-decade moat. In addition, the Federal Housing Finance Agency (FHFA) continues to assert political pressure, blaming FICO for high home prices due to rapid price increases in its core B2B segment. This negative sentiment has created an attractive entry point to invest in FICO. FICO’s recent 1Q26 earnings have demonstrated that FICO's moat remains intact, with revenue, margins, and EPS jumping across the board. In addition, their competitors have indicated that VantageScore poses no immediate threat. Should FICO maintain its momentum, shares could return an annualized return as much as 27% over the next three years. As a result, I rate the stock a Strong Buy. Investment Thesis In my previous analysis, I praised their monopolistic status in credit scoring services with incredible margins. Since then, my conviction in FICO has only grown. While the share price has dropped significantly, the core business continues to grow at a rapid pace. Management's commentary conveys a strong runway of growth, and their margins have only continued to increase. Let's take a closer look at FICO's 1Q26 earnings. FICO’s 1Q26 Earnings FICO 1Q26 Earnings Presentation (FICO) B2B continues to drive the majority of the Scores business, delivering an impressive 36% YoY increase in Q1, resulting in a total Scores growth of 29% YoY. This acceleration was heavily driven by mortgage originations, surging 60% YoY, fueled by a combination of higher unit pricing as well as recovering origination volumes. B2C revenues remained ste...

Lifeward ( LFWD ) announced on Wednesday Nasdaq notified the company it has regained compliance with the minimum bid price requirement under Listing Rule 5550(a)(2). The company met the requirement after its shares closed at $1 or more for 10 consecutive business days, satisfying the rule on March 9, 2026. Shares +4.79%. More on Lifeward Lifeward to implement 1-for-12 reverse share split Seeking Alpha’s Quant Rating on Lifeward Historical earnings data for Lifeward Financial information for Lifeward

SeaTown Holdings Pte. Ltd. grew its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 90.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 55,000 shares of the e-commerce giant's stock after purchasing an additional 26,187 shares during the quarter. Amazon.com makes up about 7.0% of SeaTown Holdings Pte. Ltd.'s portfolio, making the stock its 3rd largest position. SeaTown Holdings Pte. Ltd.'s holdings in Amazon.com were worth $12,076,000 at the end of the most recent reporting period. Get Amazon.com alerts: Sign Up Other large investors also recently modified their holdings of the company. Fairway Wealth LLC grew its holdings in Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in Amazon.com during the third quarter worth approximately $27,000. Bridge Generations Wealth Management LLC grew its stake in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after purchasing an additional 233 shares during the period. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp lifted its stake in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after buying an additional 96 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds. Insider Buying and Selling at Amazon.com In related news, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction on Monday, Fe...

Getty Images It appears that yesterday's relief rally after Trump said that the "war is very complete" didn't last too long. The major U.S. indices were up, with tech leading the pack, while the WTI and Brent oil saw a dramatic repricing from the $112 highs to the mid-$80s in a matter of a few hours. Volatility is back on the markets, and I believe we will see more of the same story in the next couple of days. As I look at the market tape on March 10 (10:09 a.m. New York, to be specific), red dominates the screen, especially across the U.S. benchmarks (top left). Guidance Terminal While the tape above may (drastically) vary by the time this article gets released, I'm fairly certain of one thing that won't: the blockage of the Strait of Hormuz. I argue that the view that some market participants have that the Strait of Hormuz will reopen as Trump backs off after markets turned south in response to the war is far too optimistic. In fact, shortly after Trump's remarks on Monday, the Iranian Guards made the following remarks: We are the ones who will determine the end of the war In my view, the words above contradict Trump's recent statement regarding the war: Wrapping up is all in my mind, nobody else's. Therefore, I don't see any signs suggesting a de-escalation of the conflict on either side of the Persian Gulf. So what? Well, the recent surge in crude and gasoline prices already threatens to reverse the disinflationary trend seen in January's PPI report, raising the odds of a hotter inflation print ahead. That's bad news for further rate cuts. Bottom line, the reopening of the Strait of Hormuz matters (a lot) for the markets. Despite the best efforts from the U.S. to reopen the strait, I think we may see a similar drop in transits as the one in the Canal of Suez post-2023 (due to the Houthis' attacks in the Bab el-Mandeb strait) if the conflict doesn't come to a full stop. Suez Canal Gov Site Based on the recent developments that I discuss below, it seems that the c...

英国著名财经媒体周三援引知情人士消息称， 摩根大通 减记了私人信贷集团持有部分贷款的价值，并收紧了对该行业的放贷政策。这提醒了投资者“私人信贷”的脆弱性。 油价再次出现波动，但与周一创纪录的价格波动相比，其波动幅度相对温和。 据报道，国际能源署已提议进行史上最大规模的储备释放以压低原油价格。七国集团国家的能源部长表示，他们支持动用库存来应对当前局势。 布伦特原油期货在隔夜交易中一度跌至每桶86.24美元，随后上涨约2%，至每桶89.47美元。 受欧洲股市跌幅扩大 影响， 摩根士丹利 资本国际全球指数当日小幅走低，斯托克600指数下跌0.7%。亚洲市场的涨幅未能提振该指数，日经指数上涨1.7%，韩国综合股价指数上涨1.75%。 美国股指期货当日几乎持平。 德意志银行策略师吉姆·里德表示：“在下一个重大事件到来之前，市场将继续受到围绕伊朗的动荡消息流以及石油运输前景的影响。尽管几乎没有迹象表明冲突即将解决，但目前的说法是谨慎乐观。” 投资者紧张不安，因为中东冲突可能冻结全球能源贸易并导致价格飙升。这是世界领导人正在争相应对的威胁。 了解霍尔木兹海峡何时重新开放交通至关重要。这个由伊朗控制的全球石油供应关键咽喉要道是当前关注的焦点。 欧洲央行行长克里斯蒂娜·拉加德表示，央行将尽一切努力控制通胀，以防止2022年能源价格冲击重演。几位欧洲央行官员敦促在采取任何行动之前先采取观望态度。 避险美元 随着战争进入第二周，美元仍是投资者首选的避险资产。自冲突开始以来，美元兑一篮子其他主要货币的汇率已上涨超过1%。相比之下，瑞士法郎下跌了1%，黄金下跌了1.5%。 法国兴业 银行亚洲股票和多资产策略主管弗兰克·本齐姆拉表示：“即使是黄金和国债也没有发挥如此巨大的避险作用。国债是不错的选择，因为它们能抵御通胀，而如果你想要抵消股市的损失，黄金是个不错的选择。” 欧元和英镑几乎持平，分别为1.1615美元和1.3432美元。日元下跌，导致美元上涨0.15%。 由于能源价格可能持续上涨，本周伊始债券收益率上升，加剧了市场对其他领域的担忧，许多人认为这些领域存在过热风险。这些领域包括私人信贷，尤其是与“人工智能部署”相关的巨额资金。 由于对信贷状况恶化的担忧，投资者正从 贝莱德 的HPS企业贷款基金等私人信贷基金撤资。 据报道，摩根大通正专注于向那些他们认为最易受冲击的软件公司放贷。 美国国...

格隆汇3月11日｜币安：就相关报道起诉《华尔街日报》。注：此前该报称美国司法部正调查伊朗是否利用币安规避美国制裁。

Maks_Lab/iStock via Getty Images Ingram Micro Holding ( INGM ) is one of the more compelling tech distributor companies that have come to market since its October 2024 public listing, but has been a suppressed name, in my view. Tech distributors and value added resellers [VARs] are some of the more quiet winners of the tech segment, as their business model gives them the structural capacity to compound earnings steadily if their cash conversion is managed right and inventory and accounts receivable days are tight enough to not choke free cash flow. I have covered a VAR peer ePlus Inc. ( PLUS ) here on Seeking Alpha, and gone beyond-the-surface on the company and its working capital dynamics . In August, when I initiated coverage on PLUS , I liked what I saw and issued a Strong Buy rating. PLUS surged over 30% in the weeks that followed. Then a follow-up in December flagged issues with the working capital build that the headline numbers were masking. I downgraded to a more cautious Buy. PLUS has dropped around 11% since then, and management, in the last earnings call , also struck a tone that validated the concern I had laid out in December. I'll be using a similar lens in this piece to look beyond the headlines and find where INGM holds up, or does not. Ingram Micro - An Interesting Business With a Manufactured Dip Ingram Micro has been long in the technology distribution business serving as a tech distributor for tech companies like Microsoft ( MSFT ), Apple ( AAPL ), Cisco ( CSCO ), and HP ( HPQ ). The company operates its business through the Technology Solutions segment, which is the traditional core of the business that covers hardware and software distribution across the client and endpoint, advanced solutions, and data center verticals. The Cloud Solutions segment covers SaaS, IaaS, and managed services, and is the fastest-growing and highest-margin segment in Ingram Micros’s portfolio. The Lifecycle Services rounds out the model with IT asset disposition, re...

Japan will release strategic oil reserves as early as Monday, Prime Minister Sanae Takaichi said, a unilateral move by the import-dependent Asian economy to ease concerns over rising fuel prices due to the Middle East war. Japan is the world’s fourth-largest economy and the fifth-biggest importer of crude oil, with about 95 per cent of its needs coming from the Middle East and around 70 per cent passing through the Strait of Hormuz before the conflict began. Tokyo has been working with other nations on a possible coordinated release of oil to offset rising global crude prices, but Takaichi said on Wednesday that Japan needed to act quickly to minimise their impact at home. Advertisement “Without waiting for a formal decision on coordinated international stock releases with the IEA (International Energy Agency), Japan has decided to take the lead in easing supply and demand in the international energy market by releasing strategic reserves as early as the 16th of this month,” Takaichi told reporters. Japan’s Shibushi national oil storage station in Kagoshima Prefecture. Photo: Kyodo The country would release 15 days’ worth of private reserves and one month’s worth of national reserves, she said. Advertisement Japan’s strategic oil reserves are among the world’s largest and stood at more than 400 million barrels as of December.

Sumitomo Life Insurance Co. lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 18.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 238,061 shares of the e-commerce giant's stock after acquiring an additional 37,168 shares during the quarter. Amazon.com makes up approximately 1.6% of Sumitomo Life Insurance Co.'s portfolio, making the stock its 14th largest position. Sumitomo Life Insurance Co.'s holdings in Amazon.com were worth $52,271,000 at the end of the most recent reporting period. Get Amazon.com alerts: Sign Up Several other institutional investors and hedge funds also recently made changes to their positions in the company. Probity Advisors Inc. increased its stake in Amazon.com by 0.4% in the 2nd quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant's stock valued at $2,667,000 after buying an additional 45 shares during the last quarter. IMPACTfolio LLC lifted its position in shares of Amazon.com by 3.8% during the 3rd quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant's stock worth $269,000 after buying an additional 45 shares in the last quarter. Cadence Wealth Management LLC boosted its stake in shares of Amazon.com by 3.5% in the 3rd quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant's stock worth $292,000 after buying an additional 45 shares during the last quarter. Union Savings Bank boosted its stake in shares of Amazon.com by 0.4% in the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant's stock worth $2,510,000 after buying an additional 45 shares during the last quarter. Finally, Doheny Asset Management CA grew its holdings in shares of Amazon.com by 0.3% in the second quarter. Doheny Asset Management CA now owns 17,821 shares of the e-commerce giant's stock valued at $3,910,000 after acquiring an additional 45 shares in the ...

全球费率大概率将继续呈下行趋势。 全球商业险费率仍然处在下跌周期中。 国际保险经纪巨头达信（Marsh）近日发布的最新一期全球保险市场费率报告数据显示，2025年第四季度，全球商业保险费率再次下跌了4%。在历经七年上涨后，这一指标已连续第六个季度走低。 达信表示，这一下行趋势得益于保险公司承保能力大幅提升，其背后是再保险业务的增长与新保险公司入场，加剧了市场竞争，总体上为商业险客户带来了更有利的条款与更广泛的保障选择。 全球商业险综合费率走势（来源：达信） 从地区来看，除美国的费率去年三季度下降1%后在第四季度呈现持平之外，所有地区综合费率均出现下降，其中太平洋地区综合费率降幅最大，达12%；而亚洲地区第四季度的商业险费率则下跌了5%，跌幅与上一季度持平。在亚洲地区，除了越南和日本费率分别上涨了15%和1%之外，其他国家或地区均呈现下降态势，其中中国大陆市场第四季度的商业险综合费率微跌1%，与第三季度持平。 分险种来看，意外险是较为罕见的在2025年第四季度收获费率涨幅的商业险种。达信数据显示，全球意外险费率在该季度上涨4%，高于第三季度的3%。 尽管多数地区受保险公司激烈竞争推动费率普遍下行，但美国第四季度意外险费率仍上涨9%。达信认为，这主要是受索赔金额持续高企、大额陪审团裁决影响，尤其是超额意外险板块。尽管美国超额意外险市场已有新的承保能力进入，但该领域需求仍超过供给。 财产险领域，全球财产险在第四季度的费率下降9%，而亚洲地区这一险种的费率则下降了5%。达信表示，承保能力充足之下，保险公司之间竞争激烈，增加了长期协议（LTA）的使用，提供低理赔奖金和多年期折扣。在此背景下，部分客户的分项限额、免赔额及其他保险限制条件得到改善。 同时，金融险与职业责任险费率亦持续下降。除美国费率持平外，其他所有地区在第四季度均出现下降。此前几个季度的费率剧烈波动已被更为平稳的下调取代，反映出市场格局更趋均衡。 随着客户需求上升、网络安全事件频发，网络保险市场亦持续扩张。“越来越多的客户首次投保网络险，或提高现有保障限额。保险公司及其资本提供方为应对不断升级的风险加大了资本投入，为市场增长提供了支撑。承保能力的涌入加剧了市场竞争，导致各地区网络险费率均出现下降。”达信称，第四季度全球网络险费率下降7%，而亚洲地区更是下跌了10%。 达信表示，预计保险公司之间的竞争将进一步加剧，...

3月11日，据报道，巴西最大的糖业和乙醇公司Raizen表示，已与债权人和债券持有人达成庭外债务重组协议，涉及约651亿雷亚尔（约合126.1亿美元）的债务。Raizen是巴西企业集团Cosan SA和石油巨头壳牌公司的合资企业，此前报道称，该公司正在考虑潜在的资产出售，并停止建设新工厂的项目，以努力减少债务。（界面新闻）

Kamada (KMDA) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -30.80%. A quarter ago, it was expected that this biopharmaceutical would post earnings of $0.1 per share when it actually produced earnings of $0.09, delivering a surprise of -10%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Kamada, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $44.68 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.29%. This compares to year-ago revenues of $39.01 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Kamada shares have added about 26.9% since the beginning of the year versus the S&P 500's decline of 0.9%. What's Next for Kamada? While Kamada has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this...

Serve Robotics Inc. (SERV) came out with a quarterly loss of $0.46 per share versus the Zacks Consensus Estimate of a loss of $0.49. This compares to a loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.75%. A quarter ago, it was expected that this company would post a loss of $0.37 per share when it actually produced a loss of $0.54, delivering a surprise of -45.95%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Serve Robotics Inc., which belongs to the Zacks Computers - IT Services industry, posted revenues of $0.88 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 16.51%. This compares to year-ago revenues of $0.18 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Serve Robotics Inc. shares have lost about 6.8% since the beginning of the year versus the S&P 500's decline of 0.9%. What's Next for Serve Robotics Inc.? While Serve Robotics Inc. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of ...

Broadwind Energy, Inc. (BWEN) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced break-even earnings, delivering a surprise of 100%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Broadwind Energy , which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $33.57 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 6.41%. This compares to year-ago revenues of $46.6 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Broadwind Energy shares have lost about 20.2% since the beginning of the year versus the S&P 500's decline of -1.8%. What's Next for Broadwind Energy? While Broadwind Energy has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power...

Sprinklr (CXM) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this customer experience software developer would post earnings of $0.07 per share when it actually produced earnings of $0.11, delivering a surprise of 57.14%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Sprinklr , which belongs to the Zacks Technology Services industry, posted revenues of $194.21 million for the quarter ended January 2024, surpassing the Zacks Consensus Estimate by 3.03%. This compares to year-ago revenues of $165.33 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Sprinklr shares have added about 6.5% since the beginning of the year versus the S&P 500's gain of 9.1%. What's Next for Sprinklr? While Sprinklr has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revi...

Archer Aviation (ACHR 3.14%) makes an electric vertical lift aircraft called Midnight. The company is in the process of getting Midnight approved as an effective air taxi. It is an exciting concept and could create an entirely new market within the aerospace industry. But investors need to go into this stock with their eyes wide open. Here's what you need to know. About Archer Aviation's plunge Archer Aviation's stock hit an all-time high of just over $13 per share in late 2025. It has since lost around half of its value. Not a lot has changed about the business during this stock downturn, which highlights the fact that emotions and news flow are the key drivers of the stock price right now. In fact, deep drawdowns aren't new for this upstart aerospace business. The current drop isn't even the deepest one investors have suffered. At one point a few years ago, the stock lost over 80% of its value. This is hardly surprising given that the company is unprofitable and unlikely to become sustainably profitable for a while longer as it spends heavily to build its business. A rebound isn't out of the cards, but it would be a big move That said, Wall Street's emotions can swing quickly and dramatically. It is entirely possible that Archer Aviation's stock price could rebound toward its all-time highs when the company carries its first commercial customers. The hope is that this will take place in 2026 in Abu Dhabi. Expand NYSE : ACHR Archer Aviation Today's Change ( -3.14 %) $ -0.20 Current Price $ 6.32 Key Data Points Market Cap $4.7B Day's Range $ 6.29 - $ 6.67 52wk Range $ 5.48 - $ 14.62 Volume 2.7K Avg Vol 37M Gross Margin -663333.33 % However, even that will just be one step in a much longer journey. So investors should probably tread with caution even if the stock rebounds in the short term. Note, too, that a 50% price decline requires a 100% recovery to return to pre-drop price levels. In other words, Archer Aviation's stock price has a lot of ground to cover. If the...