宏观经济>>> 中国央行连续第16个月增持黄金 中国2月末黄金储备报7422万盎司（约2308.5吨），环比增加3万盎司（约0.93吨），1月末为7419万盎司（约2307.567吨），为连续第16个月增持黄金。 商务部新闻发言人就安世荷兰批量禁用安世中国员工办公软件答记者问 有记者问：3月6日，安世中国发布客户公告称，近期安世荷兰批量禁用安世中国员工办公账号，导致部分办公系统无法使用，影响部分生产流程。请问商务部对此有何评论？答：我注意到有关报道。在中荷双方推动下，闻泰科技（600745）与安世荷兰正就企业内部纠纷进行协商，但安世荷兰此时批量禁用安世中国员工办公账号，挑起新的矛盾，给企业协商工作制造新的困难和障碍。中方始终秉持对全球半导体（881121）产供链的负责任态度。安世荷兰此次所作所为，严重破坏企业正常生产经营，如再次引发全球半导体（881121）产供链危机，荷方必须对此承担全部责任。（商务部） 财政部部长蓝佛安：更加积极的财政政策力度给足 3月6日，在十四届全国人大四次会议经济主题记者会上，财政部部长蓝佛安表示，更加积极的财政政策，概括起来，既体现在资金的规模上，政策力度给足；更体现在强化政策的协同上，效应进一步放大。(人民财讯) 商务部部长：“十四五”时期我国消费市场规模按购买力平价换算世界第一 商务部部长王文涛3月6日在十四届全国人大四次会议经济主题记者会上说，“十四五”时期，我国消费（883434）市场规模稳居全球第二，以购买力平价换算，已经是世界第一。居民消费（883434）结构出现了一些趋势性的新变化。(新华社) 央行：今年将灵活高效运用降准降息等多种货币政策工具 央行：今年将灵活高效运用降准降息等多种货币政策工具。（央视新闻） 郑栅洁：会同财政部、人民银行等部门设立国家级并购基金 3月6日，在十四届全国人大四次会议经济主题记者会上，国家发展和改革委员会主任郑栅洁表示，会同财政部、人民银行等部门设立国家级并购基金，进一步畅通创业投资的退出渠道，提高创业资本周转效率。（人民财讯） 财政部部长：中央财政安排1000亿元支持财政金融协同促内需 财政部部长蓝佛安3月6日在十四届全国人大四次会议经济主题记者会上表示，今年中央财政专门安排1000亿元，推出财政金融协同促内需一揽子6项政策，4项定向支持民间投资、2项支持居民消费（883434）。(新华社) ...

据伊朗半官方性质的迈赫尔通讯社报道，其援引专家会议成员Ahmad Alamolhoda的话称，该国专家会议已选举出下一任最高领袖，但并未透露人选姓名。 Alamolhoda表示，“领导层选举已经完成”，并且“最高领袖已经确定”。 他表示，相关公告预计将由专家会议秘书发布。 此前，官方媒体努尔新闻（Nour News）报道，伊朗专家会议成员Ayatollah Mohammad‑Mahdi Mirbagheri表示，专家会议已经就选举下一任最高领袖“接近达成最终共识”。 注：专家会议是由88名神职人员组成的机构，负责遴选伊朗下一任最高领袖。 责任编辑：陈钰嘉

听雨 发自 凹非寺量子位 | 公众号 QbitAI 清华毕业的人都去了哪呢？ 清华官方用 最新数据 给出了回应。 里面最值得关注的主要有几项数据： 第一，出国（境）深造比例为 8.5% ，低于近十年平均数据。 其中，本科生出国（境）深造比例为17.3%，硕士生出国（境）深造比例为6.6%。而近十年清华毕业生平均出国（境）深造比例为10%。 数据结论针对的质疑，不言自明。 第二，国内重要领域重点单位就业率 超过86% ，连续16年保持在80%以上。 本届签约人数名列前茅的大厂有：华为、比亚迪、字节跳动、腾讯、国家电网、美团、阿里、中国核工业集团、中国兵器工业集团等等。 不得不说，还得是清华，足迹几乎遍布国内龙头行业最重要的大公司。 第三，2025届清华毕业生 京外就业率56.3% ，连续11年超过50%。 也就是说，清华毕业生并没有像大家想的那样大多留在北京，而且也并非全都流向了沿海发达地区——数据显示，赴 西部和东北地区 就业人数连续五年持续增长。 下面我们一一来看。 华为、字节、比亚迪等大厂抢了不少人 从行业维度来看，清华毕业生有两大主要流向：一是 数字科技龙头企业 ，如华为、字节、腾讯、阿里、美团等等。 这些公司几乎每年都会在清华校内设置专场宣讲与技术向岗位通道，长期、系统地定向吸纳清华毕业生。 去向人数排名第一的 华为 ，在2024年8月发布了25届“勇敢新世界”应届生招聘，当时开放了软件开发工程师、硬件技术工程师等60余类岗位，拟招聘优秀应届毕业生数千人。 查阅华为招聘信息可以发现，其于2024年9月24日在清华大学举行了2025届毕业生专场宣讲会。在华为发布的招聘会现场集锦中，有一位清华学子表示， “华为在科技创新方面非常有拼劲和闯劲” 。 腾讯 与清华在AI、云计算、游戏等领域一直以来合作紧密，如腾讯混元实验室、腾讯游戏和清华之间多有科研或实习项目，为清华学子提供了诸多招聘机会。2025年7月，腾讯与清华大学深圳国际研究生院还联合打造了全国首个“大模型科学与工程”研究生项目。 清华毕业生另一条同样重要的去向，是 先进制造业 与 能源/国防相关企业 ，如比亚迪、国家电网以及中核、兵器工业等国家重点工程单位。 最新数据显示，2025届赴 制造业、能源业 就业人数同比 增长11% ，连续五年持续增长。这也说明清华毕业生并没有只流向“轻资产、快回报”的方向。 △...

Key Points TransMedics remains the top dog in its industry and may have a widening moat. The founder-led company's shares have risen eightfold since 2019. TransMedics is consistently considered "overvalued," but keeps outperforming despite this label. 10 stocks we like better than TransMedics Group › Shares of transformational organ transplant company TransMedics Group (NASDAQ: TMDX) are up 104% over the last year as the company continues to become the clear leader in its niche. While it is easy for investors to feel like they missed their opportunity to buy a stock once it doubles, The Motley Fool's co-founder, David Gardner -- and his six traits of a Rule Breaker stock -- say the exact opposite is true. Strong past price appreciation is one of the traits that helps investors find the most promising growth stocks on the market, which I believe TransMedics will continue to be. Best yet for investors: This isn't the only Rule Breaker trait that TransMedics is home to. TransMedics: Revolutionizing the organ transplant industry TransMedics offers a turnkey, end-to-end offering for organ transplants through its Organ Care System (OCS) and its National OCS Program (NOP). Its OCS is a next-gen array of solutions that "replicate many aspects of the organ's natural living and functioning environment outside of the human body," keeping the donated organs much healthier than traditional ice storage methods. Meanwhile, TransMedics' NOP helps streamline operations on the clinical side, while the company's logistics network of 22 aircraft and 18 hubs across the U.S. provides expedited transportation for organs. Powered by these new innovative solutions, TransMedics looks like a true Rule Breaker. 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 » 1. Top dog and first mover in an important, emerging industry Trans...

China has signalled strong optimism for finalising negotiations with neighbouring Asian countries to seal a new institutional framework on contested South China Sea waterways. “All parties expect to conclude the consultations within this year,” Wang said. “China has the confidence and determination to work with all parties to overcome disturbances, build consensus despite differences and reach agreement as soon as possible.” Advertisement Beijing’s top diplomat added that the code could provide effective “golden rules” for all sides to manage differences, enhance mutual trust and promote cooperation. Citing China’s historical activities in the South China Sea, Beijing claims sovereignty over almost all the islands and rock features there and in their adjacent waters. It is locked in disputes with rival claimants including the Philippines, Malaysia, Vietnam and Brunei. Advertisement The framework has been under negotiation since the early 2000s and long been seen by countries in the region as vital to managing tensions in the strategically important waters.

CreativeOne Wealth LLC raised its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 5.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,453 shares of the electric vehicle producer's stock after buying an additional 3,076 shares during the quarter. CreativeOne Wealth LLC's holdings in Tesla were worth $26,440,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds also recently modified their holdings of TSLA. Vanguard Group Inc. increased its position in Tesla by 0.4% during the third quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock worth $112,241,237,000 after purchasing an additional 995,623 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Tesla by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock valued at $20,480,477,000 after purchasing an additional 1,269,304 shares during the last quarter. Norges Bank purchased a new stake in shares of Tesla during the 2nd quarter valued at $11,839,824,000. Legal & General Group Plc increased its holdings in shares of Tesla by 5.9% during the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after buying an additional 1,134,678 shares during the last quarter. Finally, Amundi raised its position in shares of Tesla by 20.4% in the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after buying an additional 3,422,270 shares during the period. Institutional investors and hedge funds own 66.20% of the company's stock. Get Tesla alerts: Sign Up Tesla Price Performance TSLA stock opened at $396.73 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16....

格隆汇3月8日｜德国地学研究中心GFZ：汤加群岛发生6.03级地震。

据美国阿克西奥斯新闻网站7日披露，美国和以色列考虑在对伊朗军事行动的后期派遣特种部队进入伊朗，夺取高纯度浓缩铀。报道援引多名知情人士的话说，特朗普政府已讨论两种方案：将浓缩铀全部运出伊朗，或者让核专家在现场进行稀释处理。这一任务可能由特种部队与来自国际原子能机构的专家共同实施。行动面临两大现实挑战，一是确定浓缩铀的具体位置，二是如何抵达浓缩铀所在地点并取得控制权。报道说，这一行动不是传统意义上的“地面部队作战”，更像是小规模特种作战突袭，而非大规模部队进入。美以双方只有在确定伊朗军队不会对其派遣的部队构成“严重威胁”后，才会采取行动。美国总统特朗普7日称，美军地面部队“有可能”被派往伊朗，但必须有“非常充分的理由”。 (新华社)

First Trust Advisors LP cut its stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 28.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,219,916 shares of the semiconductor manufacturer's stock after selling 492,258 shares during the period. First Trust Advisors LP owned about 0.11% of Micron Technology worth $204,116,000 as of its most recent SEC filing. Other hedge funds also recently made changes to their positions in the company. American Capital Advisory LLC boosted its position in Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer's stock worth $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC raised its position in shares of Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer's stock valued at $2,505,000 after purchasing an additional 53 shares during the period. Blue Trust Inc. lifted its stake in shares of Micron Technology by 0.5% in the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer's stock worth $1,779,000 after buying an additional 53 shares during the last quarter. Lodestone Wealth Management LLC lifted its stake in shares of Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer's stock worth $283,000 after buying an additional 53 shares during the last quarter. Finally, Sunpointe LLC boosted its holdings in shares of Micron Technology by 1.3% during the 3rd quarter. Sunpointe LLC now owns 4,011 shares of the semiconductor manufacturer's stock worth $671,000 after buying an additional 53 shares during the period. Hedge funds and other institutional investors own 80.84% of the company's stock. Get Micron Techn...

格隆汇3月8日｜以色列军方针对黎巴嫩南部利塔尼河以南的居民发布撤离警告。

格隆汇3月8日｜美国海事管理局官网信息显示，美方已取消此前要求商业船只尽可能避免在霍尔木兹海峡和波斯湾航行的预警。目前尚不清楚此次预警取消是否能缓解船东和船员对航道安全的担忧。据官网显示，这一被取消的预警原定于3月13日到期。而另一项针对伊朗的海事预警已于周六失效。

As you approach and enter retirement, there are gobs of issues to consider. Ideally, you will have had a comprehensive retirement plan, having socked away enough money to support you for perhaps decades. You will have considered and planned for some big expenses, such as healthcare. You might even be thinking about relocating for retirement . If relocation to a different state is on the table, you might want to consider how a new home might affect your Social Security benefits and Medicare . Image source: Getty Images. Continue reading

First Trust Advisors LP increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 4.9% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,069,040 shares of the semiconductor manufacturer's stock after purchasing an additional 49,462 shares during the period. First Trust Advisors LP owned about 0.07% of Advanced Micro Devices worth $172,960,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AMD. ORG Wealth Partners LLC lifted its stake in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. grew its stake in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after acquiring an additional 61 shares in the last quarter. Pinney & Scofield Inc. increased its holdings in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock valued at $27,000 after purchasing an additional 85 shares during the period. Aviso Financial Inc. increased its holdings in shares of Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after purchasing an additional 160 shares during the period. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Advanced Micro Devices in the second quarter worth approximately $34,000. 71.34% of the stock is currently owned by hedge funds and other institutional investors. Get Advanced Micro Devices alerts: Sign Up More Advanced Micro Devices News Here are the key ne...

In this article Follow your favorite stocks CREATE FREE ACCOUNT March 8, 2026: 23 Marina building damaged by drone Debris in Dubai's Marina Emma Graham, CNBC Gulf states reported more damage to infrastructure over the weekend as Iran continues to attack regional allies in retaliation for ongoing strikes by U.S. and Israeli forces. The United Arab Emirates said it was "dealing with incoming missile and drone threats from Iran". "UAE air defences are currently responding to incoming missile and drone threats from Iran," the country's Ministry of Defense said in a post on X. It said its defenses were intercepting ballistic missiles while fighter jets were tackling drones and "loitering munitions". On Saturday evening, alarms rang out across Dubai and Abu Dhabi warning residents to "immediately seek a safe place" due to missile threats and CNBC's team confirmed hearing a loud explosion. A high-rise building in Dubai's Marina area, 23 Marina, was hit by falling debris. According to Dubai's Media Office, no one was injured, but authorities did confirm that "debris from an aerial interception fell onto a vehicle in the Al Barsha area, resulting in the death of a Pakistani driver." Also on Saturday, passengers waiting for flights at Dubai International Airport were ushered into train tunnels. Iran said it had struck an air base in the UAE. Since the war started on Feb. 28, Iran has targeted several radar and air defenses in the Middle East — in Qatar, the U.A.E., Jordan, Bahrain, Kuwait and Saudi Arabia — in retaliation against U.S. and Israeli attacks, The Wall Street Journal reported , citing U.S. officials, military analysts and commercially available satellite images. Bahrain said Sunday a drone attack struck a water desalination plant. "Iranian aggression indiscriminately attacked civilian targets and caused material damage to a water desalination plant following a drone attack," Bahrain's Ministry of Interior said in a post on X. The country also said "blatant Iranian...

RealPeopleGroup/E+ via Getty Images When it comes to investing, I am always very conservative. But I am especially conservative when it comes to the banking sector. This is because it is a space that I believe is more fragile than most other industries. Sometimes, this conservative approach leads to underperformance. Specifically, I am talking about missed opportunities. A good example of this can be seen by looking at Dime Community Bancshares ( DCOM ), a fairly small bank with a market capitalization of $1.58 billion as of this writing. In my last article about the company, published in September of last year, I cautioned investors that an upgrade for the stock was premature. The business was certainly improving leading up to that point. But because of valuation, I remained cautious. Since then, the stock has actually done really well. Shares are up 17.5%, easily outperforming the 4.3% increase of the S&P 500 over the same window of time. Despite this, I remain undeterred. Yes, the business is doing a fine job in many respects. But valuation is still important, and asset quality is not at the level that I am comfortable with just yet. So until we see continued improvements, I will maintain my ‘hold’ rating on the stock. Not Banking on These Improvements… Yet The latest data that investors have regarding Dime Community Bancshares covers through the final quarter of the company's 2025 fiscal year . During that time, deposits amounted to $12.79 billion. That's actually a nice jump over the $11.63 billion in deposits that the institution had in 2024. One thing that I am encouraged by here is the fact that the company achieved this growth at a time when brokered deposits actually contracted. For context, brokered deposits refer to those deposits that are borrowed from other financial institutions. They aren't as reliable as organic deposits, and they always cost more. During this time, the company actually decreased the amount of brokered deposits on its books to $200 ...

Shares of Domino's Pizza (DPZ +1.43%) traded as high as $533 in 2024, but they currently sit around $405. This stock has been a phenomenal performer over the last 15 years. A $1,000 investment at the end of 2010 would be worth more than $25,000 today. Should investors take advantage of the dip to start a position in the world's largest pizza company? Domino's business performance and valuation could make a return to $500 a real possibility in the next year or so. Consistent winning There's no shortage of options when you want to buy pizza, but Domino's is one of the most widespread brands in the fast food market. It has more than 22,100 stores in 90 countries, with a 23% share of the U.S. quick-service market. There are many businesses where having too many stores can lead to cannibalization of sales, higher costs, and pressure on profitability. But Domino's has brilliantly used its large store footprint to put locations in proximity to as many people as possible, allowing it to dominate the market. Roughly half of Domino's U.S. market share was gained in the last 11 years, and it gained another point of market share in the U.S. last year, with same-store sales up 3%. Management expects its momentum to continue. The company continues to open more stores, but it also should benefit from growth in carryout sales, more customers signing up for the rewards program (now over 37 million active users), and menu adjustments. Expand NASDAQ : DPZ Domino's Pizza Today's Change ( 1.43 %) $ 5.77 Current Price $ 408.47 Key Data Points Market Cap $14B Day's Range $ 395.95 - $ 410.74 52wk Range $ 370.70 - $ 499.08 Volume 49K Avg Vol 778K Gross Margin 39.95 % Dividend Yield 1.70 % The simple math to $500 Analysts expect earnings per share to reach $19.83 in 2026 and increase to $21.53 in 2027. The stock currently trades at a forward price-to-earnings (P/E) multiple of 20 -- below its 25.9 three-year average. If it returns to a forward P/E of 25 (where it was trading a year ago) on 2...

Grantham Mayo Van Otterloo & Co. LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 26.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,185,731 shares of the enterprise software provider's stock after selling 1,522,692 shares during the quarter. Oracle comprises approximately 3.3% of Grantham Mayo Van Otterloo & Co. LLC's holdings, making the stock its 7th largest position. Grantham Mayo Van Otterloo & Co. LLC owned about 0.15% of Oracle worth $1,177,195,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its holdings in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after acquiring an additional 404 shares during the last quarter. Sivia Capital Partners LLC increased its position in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after acquiring an additional 768 shares during the period. United Bank increased its position in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after acquiring an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake in Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterp...

Blair William & Co. IL boosted its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 10.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 172,996 shares of the company's stock after buying an additional 16,311 shares during the period. Blair William & Co. IL's holdings in Palantir Technologies were worth $31,558,000 as of its most recent filing with the Securities & Exchange Commission. Get Palantir Technologies alerts: Sign Up Other institutional investors and hedge funds have also made changes to their positions in the company. Bare Financial Services Inc lifted its stake in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock worth $28,000 after purchasing an additional 55 shares during the last quarter. Financial Consulate Inc. bought a new stake in Palantir Technologies during the third quarter valued at about $30,000. Retirement Wealth Solutions LLC purchased a new position in Palantir Technologies in the third quarter valued at about $31,000. Flagship Wealth Advisors LLC purchased a new position in Palantir Technologies in the third quarter valued at about $32,000. Finally, Marquette Asset Management LLC bought a new position in Palantir Technologies in the third quarter worth about $34,000. 45.65% of the stock is currently owned by hedge funds and other institutional investors. Palantir Technologies News Roundup Here are the key news stories impacting Palantir Technologies this week: Palantir Technologies Stock Up 2.9% PLTR opened at $157.16 on Friday. Palantir Technologies Inc. has a 52-week low of $66.12 and a 52-week high of $207.52. The company has a market cap of $375.88 billion, a P/E ratio of 249.46, a price-to-earnings-growth ratio of 3.02 and a beta of 1.70. The firm's 50-day moving average price is $155.48 and its 200-day moving average price is $16...

Blair William & Co. IL decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 10.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 208,862 shares of the semiconductor manufacturer's stock after selling 24,808 shares during the quarter. Blair William & Co. IL's holdings in Advanced Micro Devices were worth $33,792,000 at the end of the most recent quarter. A number of other institutional investors also recently added to or reduced their stakes in AMD. ORG Wealth Partners LLC raised its holdings in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. lifted its holdings in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after buying an additional 61 shares during the last quarter. Pinney & Scofield Inc. lifted its holdings in Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock worth $27,000 after buying an additional 85 shares during the last quarter. Aviso Financial Inc. boosted its position in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after acquiring an additional 160 shares in the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Advanced Micro Devices during the 2nd quarter worth about $34,000. Hedge funds and other institutional investors own 71.34% of the company's stock. Get Advanced Micro Devices alerts: Sign Up Insider Buying and Selling at Advanced Mi...

Nvidia currently accounts for roughly 85% of AI processor revenue share, with ASICs holding just above 10% and AMD just below 5%. While Moore acknowledged that competition may gradually increase as large customers pursue more architecturally flexible strategies, he said many deployments still favor Nvidia. Moore also said that investor focus on short-term supply indicators may be masking stronger underlying demand trends. In his view, any improvement in GPU lead times could support market share gains similar to those seen in previous cycles. Easing supply constraints in AI processors could ultimately benefit Nvidia if other components such as memory, storage, optics and power become the main bottlenecks, he added. On the demand side, Morgan Stanley’s supply-chain checks point to continued strong spending commitments from hyperscale customers. "There is simply no indication that the current investment cycle has run its course,” Moore wrote, noting that some customers are paying upfront to secure capacity through 2028. Moore said investor concerns about the durability of demand and potential market share pressures have weighed on sentiment. However, he believes both issues are starting to improve, with upcoming product updates expected to reinforce Nvidia’s leadership roadmap and help address competitive concerns. That strategy proved highly successful, Moore said, with memory stocks climbing between 300% and 900% since the call. Over the same period, Nvidia’s share price remained roughly flat even as earnings expectations increased by about 38% over the past six months. The call marks a shift from Morgan Stanley’s earlier positioning, when the firm favored memory companies such as SanDisk and Micron on expectations that AI-related earnings leverage would be stronger in that segment. Moore said the stock’s current valuation offers an appealing entry point, noting that Nvidia is trading at around 18 times expected 2027 earnings per share, which he described as “a surpr...

First Trust Advisors LP increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 11.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 824,935 shares of the semiconductor company's stock after purchasing an additional 86,432 shares during the period. First Trust Advisors LP's holdings in Taiwan Semiconductor Manufacturing were worth $230,396,000 at the end of the most recent quarter. Get TSM alerts: Sign Up Several other large investors have also recently bought and sold shares of the business. Brighton Jones LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Ignite Planners LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company's stock worth $627,000 after acquiring an additional 116 shares in the last quarter. Resona Asset Management Co. Ltd. purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $302,000. Ethos Financial Group LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $269,000. Finally, Savant Capital LLC lifted its stake in Taiwan Semiconductor Manufacturing by 51.8% during the second quarter. Savant Capital LLC now owns 23,290 shares of the semiconductor company's stock worth $5,275,000 after purchasing an additional 7,944 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock. Taiwan Semiconductor Manufacturing Trading Down 4.4% NYSE:TSM opened at $338.27 on Friday. The company has a marke...

First Trust Advisors LP cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 21.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,989,484 shares of the information services provider's stock after selling 531,018 shares during the quarter. First Trust Advisors LP's holdings in Alphabet were worth $484,539,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up A number of other institutional investors have also recently made changes to their positions in the stock. Robinson Smith Wealth Advisors LLC lifted its stake in Alphabet by 1.8% in the 3rd quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider's stock valued at $504,000 after purchasing an additional 36 shares during the last quarter. Searle & CO. increased its position in Alphabet by 0.6% during the third quarter. Searle & CO. now owns 5,703 shares of the information services provider's stock worth $1,389,000 after buying an additional 36 shares during the last quarter. Navellier & Associates Inc. raised its stake in Alphabet by 0.6% in the third quarter. Navellier & Associates Inc. now owns 5,846 shares of the information services provider's stock valued at $1,424,000 after buying an additional 36 shares during the period. BankPlus Wealth Management LLC raised its stake in Alphabet by 1.2% in the third quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock valued at $766,000 after buying an additional 37 shares during the period. Finally, Activest Wealth Management lifted its position in shares of Alphabet by 0.5% in the third quarter. Activest Wealth Management now owns 7,997 shares of the information services provider's stock valued at $1,948,000 after buying an additional 38 shares during the last quarter. Institutional investors own 27.26% of the company's stock. Analyst Upgrades and Downgrades Seve...

Gabelli Funds LLC raised its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 6,714.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 45,795 shares of the electric vehicle producer's stock after acquiring an additional 45,123 shares during the quarter. Gabelli Funds LLC's holdings in Tesla were worth $20,366,000 at the end of the most recent reporting period. Get Tesla alerts: Sign Up Other institutional investors also recently modified their holdings of the company. Chapman Financial Group LLC acquired a new stake in Tesla in the 2nd quarter valued at about $26,000. Manning & Napier Advisors LLC acquired a new position in Tesla during the third quarter worth approximately $29,000. CoreFirst Bank & Trust bought a new stake in Tesla in the second quarter valued at approximately $30,000. ESL Trust Services LLC raised its stake in Tesla by 1,900.0% in the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock valued at $32,000 after buying an additional 95 shares during the period. Finally, Delos Wealth Advisors LLC acquired a new stake in shares of Tesla in the second quarter valued at approximately $32,000. 66.20% of the stock is currently owned by institutional investors and hedge funds. Trending Headlines about Tesla Here are the key news stories impacting Tesla this week: Insider Buying and Selling at Tesla In other Tesla news, CFO Vaibhav Taneja sold 2,637 shares of Tesla stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $443.93, for a total value of $1,170,643.41. Following the completion of the sale, the chief financial officer owned 13,757 shares in the company, valued at $6,107,145.01. The trade was a 16.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, D...

deepblue4you/iStock via Getty Images This article updates my review of December 2023 in light of current holdings and recent performance. RLY strategy State Street SPDR SSGA Multi-Asset Real Return ETF ( RLY ) is an actively managed fund of funds launched on 4/25/2012 with an objective of capital appreciation and current income. RLY has 11 holdings, a 30-day SEC yield of 3.21%, and an expense ratio of 0.50%. Distributions are paid quarterly. The fund targets “real return,” defined as a rate of return above the rate of inflation over a market cycle. As described in the prospectus by State Street , the fund invests in ETPs (exchange traded products) to gain exposure in five asset categories: Inflation protected securities issued by the U.S. government, foreign governments, and their agencies; Domestic and international real estate securities; Commodities; Global infrastructure companies; Global companies in natural resources and/or commodities businesses. Additionally, the fund may invest in cash and cash equivalents. The allocation process in these asset categories uses quantitative models and qualitative factors as well. The portfolio turnover rate was 56% in the most recent fiscal year. Portfolio About 50% of asset value is invested in securities of U.S. issuers. Canada, Australia, and the U.K. weigh between 5% and 11%, while other countries are below 4%. As of writing, about 37% of asset value is invested in companies related to natural resources, 25% in commodities (through an ETF holding futures), and 25% in global infrastructure companies. Other sectors are below 12% in aggregate. Sector breakdown (State Street) The top 10 holdings, listed below, represent 99.6% of assets. Ticker Name Weight% CERY SPDR BLOOMBERG ENHANCED ROLL Y 25.40 GNR STATE STREET SPDR S&P GLOBAL N 25.38 GII STATE STREET SPDR S&P GLOBAL I 25.28 TIPX STATE STREET SPDR BLOOMBERG 1 5.69 XLE STATE STREET ENERGY SELECT SEC 5.12 XME STATE STREET SPDR S&P METALS + 4.55 WIP SPDR FTSE INTERNATIONAL G...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 以军一名发言人在社交媒体上用波斯语发文说，伊朗政权“正试图重新整顿内部秩序”，选举新的最高领袖。“我们想告诉大家，以色列将继续追杀任何继任者和任何企图任命继任者的人。” 这名发言人还说，所有参加伊朗专家会议的人员都将被以方“毫不犹豫地”列为目标，“这是警告”。 哈梅内伊2月28日在美国和以色列对伊朗的袭击中身亡。据伊朗迈赫尔通讯社8日报道，伊朗专家会议已就新的最高领袖人选作出最终决定。 以色列国防部长卡茨4日威胁称，任何成为伊朗最高领袖、对抗以色列和美国的人都将成为以色列的“清除目标”。（新华社） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

In 2030, the International Space Station (ISS) will pass its sell-by date. NASA will then pay Elon Musk $843 million to push the space station to a fiery death. What happens then? Ideally, by the time ISS takes its swan dive, mostly burning up in Earth's atmosphere before plunging into the Pacific, we will have one or more privately owned space stations in orbit and ready to take the ISS' place. Currently, four separate teams of space companies are developing such space stations: Independent space company Vast. Independent company Axiom Space. Orbital Reef, a joint venture led by Blue Origin and backed by billionaire Jeff Bezos, includes partners Sierra Space, Redwire , Boeing , and others. , , and others. Starlab, an even bigger and more international team led by Voyager Technologies VOYG 4.05% ) Hilton Worldwide, Janus Henderson Group, Leidos, Northrop Grumman, and Palantir in the U.S. and MDA Space, Airbus, and Mitsubishi internationally. One of these teams just made a major advance. Starlab completes its CDR Earlier this week, Starlab announced that it has "completed its Commercial Critical Design Review (CCDR) with NASA in attendance." Those last two words are significant. Because this is a commercial CDR, NASA doesn't actually have the authority to accept or reject Starlab's design. It's more of an observer and advisor on a project run by and for the Starlab team -- although NASA hopes to become a Starlab customer once it's in orbit. These details aside, completing the CCDR marks the 28th milestone toward completing Starlab, says the company. It also likely entitles Starlab to receive a milestone payment from NASA (under the Commercial LEO Destinations Space Act Agreement), as it financially supports Starlab's work. Plus, with this milestone completed, Starlab is ready to "transition from design to manufacturing and systems integration." Expand NYSE : VOYG Voyager Technologies Today's Change ( -4.05 %) $ -1.13 Current Price $ 26.79 Key Data Points Market Cap $...

Key PointsVoyager Technologies' Starlab space station passed another milestone toward completion this week.

Getting a job in Silicon Valley is so cutthroat that some ambitious unemployed twenty‑somethings are literally hand‑delivering donut boxes stuffed with their résumés to founders’ front desks, hoping it will make them stand out for the hottest tech roles. But that’s nothing new, says Dan Rogers, the new CEO of the $1.8 billion workflow software company Asana. Although Gen Zers are facing layoffs, hiring freezes, and AI anxiety at an unprecedented rate, landing a job at the HQs of Apple, Meta, and Alphabet “has always been a long shot,” Rogers warns. He would know: Rogers is one of the few British Silicon Valley CEOs. He started out in the small town of Grimsby—better known as the butt of a Sacha Baron Cohen movie than as a tech launchpad—and worked his way up to the top job in San Francisco via stints at Dell, Microsoft, Amazon Web Services, Salesforce, ServiceNow, and more. “I don’t remember it being easy back in the day, honestly,” he exclusively tells Fortune of breaking into Silicon Valley. “For me, for example, it was never going to be possible that I’d go straight to the hottest tech company in the hottest role. I always felt like I was going to have to work my way in, and I was going to have to work through experiences elsewhere that I would shine at.” And now that Rogers is in the prime position of hiring and shaping the Bay Area’s workforce, he says that’s still the case.” Despite the explosion of AI creating more tech jobs, competition for those entry-level roles is just as hard. Asana CEO’s advice for Gen Z looking to land jobs in Silicon Valley Ask Rogers for advice on the next generation trying to crack California’s tech scene, and he doesn’t have a quick hiring hack or an interview stunt. Instead, he recommends quietly building a résumé that’s impossible to ignore—even if it takes years and detours through less prestigious companies. Or as he put it: “Maybe come into the side door instead of the front door.” Rogers stresses that landing an entry-level j...

据美国海事管理局官网消息，美方已取消此前要求商业船只尽可能避免在霍尔木兹海峡和波斯湾航行的相关预警。 自冲突爆发以来，霍尔木兹海峡的航运几乎陷入停滞，油气供应因此受阻。目前尚不清楚此次预警取消是否能缓解船东和船员对航道安全的担忧。 据美国海事管理局官网显示，这一被取消的预警原定于3月13日到期。 美方另一项针对伊朗的海事预警已于周六失效。 责任编辑：陈钰嘉