Microsoft Should Be Thrown Out Of Magnificent 7 24/7 Wall St.

UBS raised its price target on Micron to a Street-high view of $1,625, up from $535. Mandeep Singh has more on "Bloomberg Open Interest."

受霍尔木兹海峡海上交通恢复的希望推动，美债收益率下跌，但投资者反映的预期仍是今年美联储加息的可能性高于降息。花旗分析师写道，这种预期反映是错误的。“我们认为风险平衡偏向另一方，未来几周或几个月内可能会重新反映降息预期。“花旗承认，较低的能源成本将使美联储能够再次关注稳定的失业率和高于目标的通货膨胀，这表明应将利率维持在当前水平。但这些分析师表示，基本面风险“平衡偏向劳动力市场疲软和通货膨胀放缓的方向“，这使得降息成为最可能的下一步举措。

Most investors buy Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) because the fund’s reputation tells them they are buying diversification. SCHD has 105 holdings, screens hard on dividend quality, and charges 0.06%. The retiree who built an income sleeve around SCHD usually has not read the holdings list. Read the list and the diversification story bends: ... SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks

How Traders Keep Profits When PEPE WLD and FET Start Moving Fast Again PEPE, WLD and FET are moving fast again as crypto volatility returns in 2026. Here’s how active traders are adapting to fast altcoin markets, reducing trading friction, and keeping more profits during high-frequency trading. Behind NEAR's Doubling: 3 Major Trends Becoming the Engine of Coin Prices AI + Privacy + Buyback. Visa and Stripe are both working on stablecoins, but their focus is not on payments Why do businesses still need stablecoins? What problems do stablecoins actually solve? It's easy to conquer a city, but difficult to govern it: Polymarket wants to establish a presence globally but still has to bow down everywhere How can a system born from decentralization and without permission embed regulatory frameworks based on sovereignty, licensing, and consumer protection? Ten Thousand Characters Breakdown of On-Chain Vaults: Eight Major Tracks, Who is Rising and Who is Declining? On one side is the collective withdrawal of lending and collateral-type vaults, while on the other side is the counter-trend growth of RWA and curation vaults. On-chain vaults are no longer a single market, but rather eight increasingly differentiated tracks. This ten-thousand-word research report t... Insiders betting on Musk are reaping "historic returns." SpaceX submitted its S-1 prospectus for the largest IPO in history, disclosing details of Class A shareholdings, significant losses in the AI sector, and multiple related party transactions, with an expected listing in mid-June.

Meta Platforms (NASDAQ: META) doesn't get the credit it deserves in the tech realm. It's a truly incredible business, growing rapidly and with a strong product pipeline, yet the market doesn't deem it necessary to value it at the same levels as its peers. I think that's a mistake and opens up a compelling investment opportunity for a company that has proven it can be a top stock in the market. I think it's the most undervalued big tech stock on the market right now, and investors should take advantage of the sale price while it's still available. 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 » Image source: Getty Images. Meta Platforms is a tale of two businesses Meta Platforms can really be thought of as two companies: its legacy business and its new products. Its legacy business includes social media platforms such as Facebook, Instagram, WhatsApp, and Threads. These platforms generate revenue from advertising and are among the best places to place an ad on the internet. Additionally, Meta has been integrating artificial intelligence (AI) features into its ad platform, boosting its effectiveness. This has led to soaring revenue growth, with Meta reporting 33% revenue growth during the first quarter. That's a strong result for a legacy ad business and proves that Meta's AI investments haven't been for nothing. That's the strong part of the business that investors love. There's also the part of the business that investors despise: Reality Labs. This includes Meta's augmented reality and virtual reality division and has failed to produce a profit every quarter of its existence. In Q1, Reality Labs generated only $402 million in revenue and lost $4 billion on operating expenses. That continues an unfortunate loss pattern. Some investors hope a new product could eventually turn this division profitab...

Key Points Meta Platforms still has a strong and growing advertising unit powering its results. If one of the products in Meta's pipeline works out, the stock could jump accordingly. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) doesn't get the credit it deserves in the tech realm. It's a truly incredible business, growing rapidly and with a strong product pipeline, yet the market doesn't deem it necessary to value it at the same levels as its peers. I think that's a mistake and opens up a compelling investment opportunity for a company that has proven it can be a top stock in the market. I think it's the most undervalued big tech stock on the market right now, and investors should take advantage of the sale price while it's still available. 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 » Meta Platforms is a tale of two businesses Meta Platforms can really be thought of as two companies: its legacy business and its new products. Its legacy business includes social media platforms such as Facebook, Instagram, WhatsApp, and Threads. These platforms generate revenue from advertising and are among the best places to place an ad on the internet. Additionally, Meta has been integrating artificial intelligence (AI) features into its ad platform, boosting its effectiveness. This has led to soaring revenue growth, with Meta reporting 33% revenue growth during the first quarter. That's a strong result for a legacy ad business and proves that Meta's AI investments haven't been for nothing. That's the strong part of the business that investors love. There's also the part of the business that investors despise: Reality Labs. This includes Meta's augmented reality and virtual reality division and has failed to produce a profit every quarter of its existence. In Q1, Reality Labs ge...

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。 当地时间5月25日，伊朗伊斯兰议会国家安全和外交政策委员会主席易卜拉欣·阿齐兹在接受采访时再次强调，“美国人不太可能真诚行事，他们太习惯于撕毁协议了”。 阿齐兹表示，即使伊朗与美国通过谈判达成协议，也不意味着冲突结束，不意味着伊朗与美国的关系不再面临挑战——美国的行为本身就说明“离一切结束还很远”。 阿齐兹还强调，2月28日战争后的伊朗与之前的伊朗“已经完全不同”。伊朗必须为这场生死攸关的斗争做好准备。（央视） 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。

伊朗一名资深议员表示，若达成涉及霍尔木兹海峡的相关协议，将有损伊朗国家利益。 伊朗保守派议员、伊美谈判团队成员纳巴维安在社交平台X上发文称：若协议以重新开放海峡换取解除封锁，却不保障伊朗主权、不收取通行费，补偿条款模糊不清，且制裁解除事宜也含糊不明，那么接受这类协议对伊朗而言完全是损失。 他还补充道，该潜在协议还要求伊朗和平利用核能（包括发电、放射性药物生产等项目）必须获得美方批准，这既违背伊朗国家利益，也违反了伊朗领导层及最高国家安全委员会定下的原则。 责任编辑：何云

新规要求，除非特殊情况，身处美国境内、有意申请合法永久居留身份（绿卡）的外籍人士，必须返回本国递交申请。 “这个周末我接了好几个身边朋友的电话，都对这个政策非常担心。它的打击面非常广。”美国陆律师事务所（Law Office of Lu & Associates）的管理律师陆颖26日告诉第一财经。 陆颖所说的政策指的是美国公民及移民服务局（USCIS）于当地时间5月22日发布的一项新的移民政策备忘录，其中要求除非特殊情况，身处美国境内、有意申请合法永久居留身份（绿卡）的外籍人士，必须返回本国递交申请。 这一政策变化立刻引起了相关移民群体的关注甚至恐慌。USCIS新闻发言人扎克·卡勒（Zach Kahler）随后澄清称，这项新政策并不会适用于所有类型的移民，能够“带来经济利益或符合国家利益”的申请者仍有可能沿用先前路径推进申请，而其他类型的申请者则可能根据具体情况被要求在境外提出申请。 尽管如此，陆颖告诉第一财经，无论是备忘录本身还是发言人的澄清都没有明确说明，究竟哪些人、具备怎样的条件，才能证明自己对美国具有“经济利益”或符合“国家利益”。目前也不清楚正在审理中的身份调整申请是否会适用新政策。 突如其来的变化 通常情况下，申请美国绿卡可以通过两种途径：一种是在美国境外，通过美国国务院的领事程序申请移民签证，另一种则是在美国境内，向美国公民及移民服务局提交I-485表格进行“身份调整（Adjustment of Status，AOS）”。 美国国土安全部的统计显示，2023财年，在新获得美国绿卡的117万人中，其中超60万移民通过在美国境内调整身份获得绿卡，另有约56万移民通过境外领事程序获得绿卡。 特朗普政府为何突然对这一存在多年的政策作出突然调整？ “这项政策能够让我们的移民系统依照法律的预期运作，而不是鼓励钻空子。”卡勒在22日的声明中表示：“外国人从原籍国申请绿卡，可以减少我们追捕那些在被拒签后试图潜逃并非法滞留美国的外国人的需要。” 他同时强调，“学生、临时务工人员、旅游签证持有者等非移民人士，来美停留时间短且目的明确。我们的制度旨在让他们在访问结束后就离境，而不是将短暂停留变为申请绿卡流程的第一步。” 谁受影响最大？ 前述美国国土安全部的统计显示，在通过境内调整身份获得绿卡的移民中，有31万移民是美国公民的直系亲属，约14.7万移民因就业类别调整。 陆颖表...

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一名伊朗资深议员表示，一项涉及霍尔木兹海峡的潜在协议有悖于伊朗的国家利益。 保守派议员、伊朗对美谈判团队成员马哈茂德．纳巴维安（Mahmoud Nabavian）在X上发帖称，如果一项协议仅以重新开放海峡来换取解除封锁，却不保障伊朗的主权或过境费，缺乏明确补偿，且在解除制裁方面模棱两可，那么接受任何此类协议都将是“纯粹的损失”。 他补充说，如果这项潜在协议还规定，伊朗在发电和放射性药物生产等领域的和平核利用必须获得美国批准，那么这将有悖于国家利益。这同时也违反了伊朗领导层和最高国家安全委员会设定的条件。 责任编辑：刘明亮

小米集團-W(01810.HK)5月26日回購9999.48萬港元,年內累計回購85.12億港元 富途牛牛

财联社5月26日讯（编辑 王蔚 实习生 张文骏） 近日，腾讯理财通在微信朋友圈频繁投放广告，指向腾讯旗下腾安基金的“严选店铺”理念。腾讯理财通的广告背后，是一场席卷银行、互联网平台的基金严选浪潮。 图片来源：腾讯理财通广告，财联社整理 今年以来，建设银行、工商银行等多家银行先后推出基金严选品牌，从传统代销向资产配置服务转型。建设银行聚焦多元资产配置，先筛选合作基金公司，再从代销产品池中精选优质FOF入池，推出基金严选品牌“龙盈FOF”；工商银行推出“工盈研选”，以“收益、回撤”量化标准严选固收、固收+与权益指数产品…… “相比互联网基金销售平台，基金严选这件事，银行必须要做了，有没有劣势不重要。”一家券商长期进行基金评价的人士对财联社如此直言。 业内观察人士表示，银行严选正在改变公募零售渠道的服务形态。对银行来说，严选品牌已成为中收和客户增长的核心引擎，招商银行2025年实现代理基金收入61.02亿元，同比增长46.5%，资产配置服务客户较上年末净增约138万户。但在工具化产品领域，银行相对于券商的竞争短板突出。基金公司则在银行对低波稳健基金产品的压倒性偏好下，迫使其持续优化低波策略。 多家银行推出基金严选品牌，从代销向配置服务转型 2026年以来，多家银行先后推出了各具特色的基金严选品牌。 近日，工商银行打出全新基金销售服务品牌“工盈研选”。 从“客户能理解、基层易营销”的实用视角出发，工行通过定制收益、回撤等量化标准，并提出权益仓位建议，该行与合作机构共同建设、维护产品池，首批产品池涵盖中欧基金、景顺长城、工银瑞信、博时基金、万家基金等多家头部公募。除严格筛选产品之外，“工盈研选”还重点打造全周期投资陪伴服务，银行与基金公司形成清晰分工、高效互补的协同格局，共同提升投资者服务体验。 建设银行则已于今年年初推出了基金严选品牌“龙盈FOF”，主打公募FOF产品严选，聚焦多元资产配置，采用两层精选模式——先筛选合作基金公司，再从代销产品池中精选优质FOF入池，按权益中枢构建10%、20%、30%、40%四大风险等级系列产品。 值得关注的是，建行的低波产品设置了低于1.5%的最大回撤控制目标和约3%的目标年化收益，入池产品多为债打底、适度叠加权益和跨境资产的偏债FOF。今年2月，入选“龙盈FOF”的稳嘉多元配置3个月持有混合（FOF）提前结束募集，成为2026年首只一日...

Walter Cicchetti/iStock Editorial via Getty Images All eyes are on the SpaceX ( SPCX ) IPO. The potentially $2 trillion market cap story-stock is expected to begin trading in early to mid-June. Investors and traders alike appear very excited about the company, despite its 90+ price-to-sales ratio (according to the numbers in last week's S-1 prospectus ). But did you know there’s an ETF that holds private SpaceX shares that you can buy today? The Tema Space Innovators ETF ( NASA ) began trading in late March, just one day after the S&P 500 ( SP500 ) notched its Q1 low. With it now up by more than 65% just since its April nadir (as of its premarket gain on Tuesday, May 26), I have a Buy rating on NASA. But be sure to read through the end, as this is a timely play with enhanced risk right now. For background, NASA accesses SpaceX through a special purpose vehicle, valued at transaction cost. That means the position will not change in value in its daily holdings unless the issue transacts the SPV. Tema notes that as of May 21, 2026, NASA holds 232,192 common share equivalents with a total value of $147,430,059, implying a SpaceX market cap valuation of approximately $1.51 trillion. The ETF’s SpaceX position would be subject to a lockup upon a SpaceX IPO. NASA AUM Soars, Largest Space ETF Bloomberg, Eric Balchunas NASA +65% Since Launch Stockcharts.com Where SpaceX May Rank Bloomberg SpaceX IPO Timeline CNBC According to the issuer , NASA provides actively managed exposure to the emerging space economy through a portfolio of both publicly listed companies and a limited selection of high-conviction, pre-IPO companies. This includes space exploration, rockets and propulsion systems, and satellite technology, among other commercial opportunities. Despite less than two months of trading history, NASA is a decently sized ETF. Its assets under management is now close to $1.6 billion, given the rise to begin the current holiday-shortened trading week. It's now the largest Space...

Nvidia, the long-standing leader and undisputed frontrunner of the AI revolution in the GPU segment, is now sending one of its strongest strategic signals since the beginning of the artificial intelligence boom. The central processing unit (CPU) market is becoming the company’s next expansion front. The projection that the global CPU market could reach a value of $200 billion is not merely an ambitious estimate. It is a clear statement that Nvidia intends to enter a segment long dominated by Intel and AMD and capture part of the next-generation data center infrastructure market. A key pillar of this strategy remains the development of in-house chips based on ARM architecture, including the Grace series. Nvidia is increasingly building a vision of a full-stack AI ecosystem, spanning GPUs, CPUs, and a complete server architecture for hyperscalers and data centers running artificial intelligence models. The biggest surprise for the market, however, is the fact that Nvidia has explicitly included China in its $200 billion CPU market forecast. This is a highly significant signal for investors, as it shows that the company is not planning to abandon one of the world’s largest technology markets despite ongoing export restrictions between the United States and China. From a market perspective, this creates a classic “China paradox.” On one hand, investors receive a signal that Nvidia believes it can continue monetizing demand from China. ARM-based architecture and the development of CPU platforms may offer more regulatory flexibility than the most advanced GPU chips subject to US export controls. This strengthens the narrative that the global AI boom is still in its early stages and that Nvidia continues to face a vast addressable market. On the other hand, including China in long-term forecasts remains highly exposed to geopolitical risk. Any escalation in US–China policy tensions could restrict Nvidia’s access to the Chinese market and force a revision of revenue expecta...

Source: Bloomberg, 4:23

UBS raised its price target on Micron to a Street-high view of $1,625, up from $535. Mandeep Singh has more on "Bloomberg Open Interest." (Source: Bloomberg)

bombermoon/iStock via Getty Images Enlight Renewable Energy ( ENLT ) up 10.3% in early trading Tuesday after saying its Clēnera Holdings subsidiary in the U.S. signed a power purchase agreement to provide 200 MWac of photovoltaic energy generation from its Solstice project under a 15-year contract to power Google's ( GOOG ) ( GOOGL ) data center operations in Oklahoma. Solstice is a 250 MWdc solar project in Oklahoma to be developed by Clēnera, with construction expected to begin in 2028 and commercial operations targeted for 2029, and it is anticipated to expand to include 800 MWh of battery energy storage capacity in a subsequent phase. The energy generated from Solstice will power Google’s ( GOOG ) ( GOOGL ) data center operations in the region. Enlight ( ENLT ) said the a greement is its first U.S. power purchase agreement with a commercial customer and its first project to reach this stage in the Southwest Power Pool, one of the largest and fastest-growing power markets in the U.S. SPP peak load is expected to increase by nearly 5 GW by 2029, and the SPP market is projected to retire ~5.7 GW of fossil generation resources by 2029, making new investments in generation more important than ever, the company said. " The Solstice project marks a new chapter for Enlight and Clēnera in the U.S.," Enlight ( ENLT ) CEO Adi Leviatan said. " By signing this agreement with Google, we are expanding our U.S. customer base beyond utilities to large load commercial customers, including the fast-growing data center sector." More on Enlight Renewable Energy Enlight Renewable Energy Discusses Execution Excellence and Growth Engines in the Evolving Electricity Market - Slideshow Enlight Renewable Energy Discusses Execution Excellence and Growth Engines in the Evolving Electricity Market Transcript Enlight Renewable Energy Q1 2026 Earnings Call Transcript

The upward movement in AMD's stock price today reflects a combination of potent company-specific developments and a thriving industry landscape. A significant catalyst appears to be the recent commentary from Nvidia's CEO Jensen Huang, highlighting the accelerating demand for CPUs in the nascent "agentic AI" era. As a leader in the CPU market, AMD stands to benefit substantially from this projected multi-billion dollar expansion in the AI infrastructure. Further bolstering investor confidence are AMD's recent technological and strategic announcements. The company began ramping production of its next-generation EPYC "Venice" processor using TSMC's advanced 2nm process technology, a critical achievement that underscores its leadership in high-performance computing for AI applications. This is complemented by AMD's commitment to invest over $10 billion in the Taiwan ecosystem, aimed at scaling advanced packaging capabilities and strengthening strategic partnerships to accelerate AI infrastructure. This investment includes the AMD Helios rack-scale platform, featuring "Venice" and MI450X GPUs, slated for multi-gigawatt deployments later in 2026. Moreover, positive analyst sentiment continues to contribute to the stock's performance. Following strong first-quarter financial results, which saw robust data center revenue growth, and an optimistic second-quarter guidance, several major financial institutions have reiterated "Buy" ratings and significantly raised price targets for AMD. These analysts view AMD as an increasingly integral component of the expanding AI infrastructure. This favorable outlook for the company is amplified by the broader semiconductor industry experiencing a "supercycle" driven by artificial intelligence, with strong projections for overall market growth in 2026 largely fueled by AI chip demand.

Roku ( ROKU ) is now including FOX One ( FOX ) ( FOXA ) in the U.S. as part of its premium subscription giving viewers access to Fox’s news, sports, and every match of the FIFA 2026 World Cup. “The addition of FOX One expands the premium entertainment, news, and live sports available through Premium Subscriptions on The Roku Channel ahead of the biggest global sports moment of the year,” said Gil Fuchsberg, Roku’s president of Subscriptions, Partnerships and Corporate Development. FOX One ( FOX ) ( FOXA ) is available to Roku ( ROKU ) customers for $19.99 per month with a 3-day free trial provided for eligible customers. Live sports content from FOX One will also be discoverable through Roku Sports Zone, including sport-specific destinations including the Soccer Zone. More on Roku Roku, Inc. (ROKU) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript Roku, Inc. (ROKU) Presents at 21st Annual Needham Technology, Media, & Consumer Conference Transcript Roku: New Highs, No Problem Biggest stock movers Friday: TWLO, ROKU, RBLX, and more Roku signals Q2 Platform growth of 20% as full-year Platform outlook rises to nearly 21%

Solana’s official X account posted a redesigned image of Ferrari’s new Luce EV in the blockchain’s signature purple-to-teal gradient, captioning it “Fixed it.” The post landed hours after Ferrari unveiled the Luce in Rome as RACE stock fell more than 6% on the day. The fix was aesthetic rather than mechanical. Solana rebranded the car in its own colors, a playful flex that positioned the protocol as a cultural presence alongside one of the world’s most recognizable car brands. Ferrari’s $640,000 Electric Debut Falls Flat With Investors Ferrari unveiled the Luce, Italian for light, in Rome on May 25. The four-door, five-seat car is the Maranello brand’s first all-electric production model. It was developed with LoveFrom, the design collective led by former Apple chief design officer Jony Ive and designer Marc Newson. The Luce runs four electric motors producing more than 1,000 horsepower. Top speed exceeds 310 kph, with a claimed range of more than 500 kilometres on a 122kWh, 800-volt battery. Ferrari filed more than 60 patents connected to the vehicle. CEO Benedetto Vigna called the Luce “the result of five years of work.” Priced at €550,000 (roughly $640,000), deliveries are expected in the fourth quarter of 2026. Investors Unmoved by Ferrari’s Electric Pivot Shares in Ferrari NV fell more than 6% in Milan trading on the day of the reveal. Analysts flagged the vehicle’s unconventional design and its strategy of targeting buyers new to the brand as risks to the company’s premium valuation. Ferrari has been courting younger audiences on multiple fronts, including Ferrari’s European crypto payments rollout, though the Luce’s market reception suggests the repositioning carries near-term costs. Research has shown luxury brands risk youth market share without deeper digital-native strategies. Solana’s Brand Flex The Solana account on X shared an edited image of the Luce in Solana’s signature purple-to-teal gradient alongside the caption “Fixed it.” Solana (SOL) is a bloc...

Micron Technology's stock experienced significant upward movement, primarily driven by a confluence of highly positive analyst sentiment, robust demand for memory products fueled by the artificial intelligence (AI) sector, and strategic production advancements. A major catalyst for the stock's surge was a substantial upgrade in price targets and bullish commentary from leading analysts. UBS, for instance, significantly raised its price target for Micron, citing expectations of high earnings per share in the coming years and suggesting a structural transformation in the company's earnings profile due to AI-driven demand. Other firms, including Mizuho and Citigroup, also reiterated or raised their positive ratings and price targets, emphasizing the critical role of memory in the AI infrastructure. Industry dynamics played a crucial role, with an ongoing and intensifying supply shortage in the memory market, particularly for High Bandwidth Memory (HBM), dynamic random-access memory (DRAM), and NAND flash. Micron's management has indicated that the company can only meet a fraction of current customer demand due to the AI boom, leading to expectations that the tight supply will persist beyond 2026. This imbalance between supply and demand is allowing Micron to command strong pricing power. The company has secured long-term fixed-price contracts for its entire 2026 HBM production capacity, ensuring revenue predictability and a smoother earnings profile. Analysts anticipate significant annual price increases for DRAM and NAND flash through at least 2027, further bolstering Micron's profitability. Furthermore, the company's operational achievements contributed to investor confidence. Micron announced the commencement of production for its advanced 1-alpha DRAM memory chips in the U.S., a development seen as strengthening its domestic manufacturing capabilities. This initiative is part of a larger plan to expand its semiconductor manufacturing footprint. Financially, Micron ...

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Northland Securities Downgrades Astera Labs(ALAB.US) to Hold Rating 富途牛牛

受抵押贷款利率走高影响，购房者购房压力进一步加大，美国3月房价涨幅小幅回落。 标普科迪希勒全国房价指数覆盖全美房价走势，该指数截至3月的一年内同比上涨 0.7%，2 月同比涨幅为0.8%。 数据显示，美国通胀增速已连续十个月高于全国房价涨幅。 在统计的20座城市中，芝加哥3月房价同比涨幅最高，达6.1%；纽约、克利夫兰紧随其后，同比分别上涨 4%、3%；西雅图表现垫底，同比下跌 2.5%。 标普 道琼斯 指数公司表示：“30 年期固定抵押贷款利率在 2 月末一度跌破 6%，但 3 月底回升至约 6.4%。这再度加重购房者负担，或进一步拖累房屋销量与房价上涨势头。” 责任编辑：何云

When a hawkish central bank pushes risk-free yields higher, standard stock multiples compress in lockstep. With the 10-year Treasury yield sitting at 4.57%, paying premium multiples for unproven media models is an absolute fool’s errand. Value-conscious portfolios need massive consumer anchors that treat their cash flow like a utility, and one global connectivity titan trading ... Down Over 10% This Year: 1 Free-Cash-Flow Machine Under $30 to Buy and Hold Forever