格隆汇3月31日｜英国启动针对微软云和软件捆绑的反垄断调查，微软和亚马逊同意让英国客户在云服务提供商之间切换时更轻松。

MU rides on surging HBM demand as AI server growth tightens supply, boosts pricing power and locks in 2026 capacity through long-term deals.

Can Micron Capitalize on Rising HBM Demand Amid AI Server Boom? Yahoo Finance Singapore

Can Micron Capitalize on Rising HBM Demand Amid AI Server Boom? TradingView

格隆汇3月31日｜巴菲特：如果伊朗拥有核武器，情况将比其不拥有核武器时更加艰难。

YieldMax MSTR Performance & Distribution Target 25 ETF ( MSST ) announces weekly distribution of $0.1596, -6.77% lower from the prior week's distribution of $0.1704. The annual distribution rate is 25.00%, with an SEC yield of 2.14%. The return of capital is 0.00%. Payable April 1; for shareholders of record March 31; ex-div March 31.Source: Press Release More on YieldMax MSTR Performance & Distribution Tg 25 ETF Dividend scorecard for YieldMax MSTR Performance & Distribution Tg 25 ETF

《科创板日报》3月31日讯（记者 黄心怡） 华为今日发布2025年年度报告， 报告显示，华为实现全球销售收入8809亿元人民币，同比增长约2.2%；净利润680亿元，同比增长8.7% ；研发投入达到1923亿元人民币，约占全年收入的21.8%，近十年累计投入的研发费用超过13820亿元人民币。2025年经营活动现金流1273.84亿元，较2024年增长44.1%。 在具体业务收入方面，华为ICT基础设施业务3750.14亿元，同比增长2.6%；终端业务3444.73亿元，同比增长1.6%；云计算业务321.61亿元，同比下滑3.5%； 数字能源业务773.12亿元，同比增长12.7% ； 智能汽车解决方案业务450.18亿元，同比增长72.1% ；其他业务69.63亿元。 其中，智能汽车解决方案增速较快。年报显示，AI 助力汽车增量部件智能化能力持续提升。乾崑车载光和乾崑车云快速发展。智能部件年发货量超过 3800 万件。 按地区划分， 中国市场受益于人工智能产业的快速发展和行业数智化转型升级加速 ，华为以一体机、集群、超节点等系列化产品和解决方案满足算力需求， 总体实现销售收入人民币6162.49亿元，占总收入70% ；欧洲中东非洲地区实现销售收入1613.56亿元，同比增长8.8%，占总收入18%；美洲地区371.84亿元，占总收入4%；亚太地区501.13亿元，同比增长15.7%，占总收入6%。 轮值董事长孟晚舟在年报中表示：人工智能可能是人类历史上最后一场技术变革，注定跌宕起伏，也必然波澜壮阔。“我们坚信，这将是未来十年、甚至更长周期里最大的发展机会，也是最确定性的战略机遇。” 她还表示，宏观环境依然严峻，不确定性还在加大。在抓住确定性机遇的同时，更要战略聚焦。“ 我们要保持战略定力坚持以硬件为主要盈利模式 ， 克制发展边界 ， 做强核心竞争力，筑牢‘硅基黑土地’。 技术的发展是线性的，需求是非线性的。我们要摈弃“线性思维”， 做好战略取舍，巩固优势领域 。” 孟晚舟指出，面向未来，华为将围绕联接、计算、云、终端、智能驾驶以及人工智能等，持续加大研发投入，将AI及安全嵌入每一个产品和网络，做强核心竞争力，构筑合作共赢的昇腾、鲲鹏、鸿蒙产业生态。 在计算产业，华为将围绕算力规模、算力利用率、系统可靠性， 强化在“集群+超节点”规模算力的优势，持续摸高 “训练和...

The chairman of Berkshire Hathaway said the company will deploy capital if there is a bigger decline.

NervGen Pharma press release ( NGEN ): FY GAAP EPS of -$0.61. As of December 31, 2025, NervGen had cash and investments of $22.1M, compared to $17.3M as of December 31, 2024. More on NervGen Pharma NervGen Pharma: I See Promise, But The Clock Is Ticking (Rating Downgrade) Seeking Alpha’s Quant Rating on NervGen Pharma Historical earnings data for NervGen Pharma Financial information for NervGen Pharma

Analysts Offer Insights on Technology Companies: Salesforce (CRM), Palo Alto Networks (PANW) and Oracle (ORCL) theglobeandmail.com

Wall Street closed mixed on Monday, pulled down by further widening of the Iran conflict.

Companies in The News Are: INTC, CAT, SYY, AVD

Citi trimmed its price target on Micron Technology (Nasdaq: MU) to $425 from $510 but held firm on its Buy rating, pushing back against what it sees as an overblown narrative around TurboQuant’s impact on memory demand. The call lands as MU shares trade at $321.80, well below the new target, after a brutal -20% ... Wall Street Tells Investors Its Less Excited About Micron Stock

Wall Street Tells Investors Its Less Excited About Micron Stock 24/7 Wall St.

Wall Street Tells Investors Its Less Excited About Micron Stock 247wallst.com

HAKINMHAN U.S. Treasury yields surged in the month of March, marking their most significant monthly increase since 2024 as investors recalibrated expectations around interest rates and economic resilience due to the ongoing Middle East conflict. The sharp rise was most pronounced in shorter-dated securities, with the rate-sensitive U.S. 2 Year Treasury yield ( US2Y ) climbing 41 basis points over the month to 3.79%. At one stage, the 2-year yield briefly touched 4.02%, which was its highest level since June 11, 2025. Longer-term yields also moved decisively higher, reflecting persistent inflation concerns and shifting market sentiment. The benchmark U.S. 10 Year Treasury yield ( US10Y ) rose substantially during March, gaining several dozen basis points to hover near 4.32%. Earlier in the month, it reached as high as 4.48%, a level not seen since July 17, 2025. Meanwhile, the U.S. 30 Year Treasury yield ( US30Y ) followed suit, advancing 28 basis points to 4.89%. During intramonth trading, the long bond peaked at 4.99%, marking its highest level since September 3, 2025. The synchronized increase across the yield curve underscores a broad repricing in fixed-income markets, as investors weigh the outlook for monetary policy, inflation, and overall economic strength heading into the second quarter. Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300 S&P 500 is on pace for its worst month since 2022 as broad selloff deepens Selling pressure intensifies as now nearly 300 of the S&P 500 names trade lower in 2026 Recession odds in 2026 jump to nearly 40% on prediction markets 20 dividend stocks to watch as the Middle East conflict continues to shake markets

When the public first got a glimpse of Sora, OpenAI's text-to-video generative AI model, some saw the disruptive potential immediately. Tyler Perry, the blockbuster Hollywood director, said he was pausing an $800 million expansion on his studios in Atlanta. Perry told The Hollywood Reporter back in February 2024, "All of that is currently and indefinitely on hold because of Sora and what I'm seeing. I had gotten word over the last year or so that this was coming, but I had no idea until I saw recently the demonstrations of what it's able to do. It's shocking to me." Perry predicted that Sora, which could generate high-quality cinematic video, would touch every corner of the industry. Instead, two years after that auspicious beginning, OpenAI is retiring Sora, sending it to the dustbin of once-promising tech products that weren't meant to be. Continue reading

Amazon.com (NasdaqGS:AMZN) has secured a major in-flight Wi-Fi contract for its Leo satellite network with Delta Air Lines, marking its first flagship U.S. airline deal. Amazon and OpenAI announced a multi-billion dollar partnership in which Amazon plans to invest US$50b in OpenAI. OpenAI plans to spend US$138b on AWS cloud services over eight years as part of the agreement. For investors following Amazon.com (NasdaqGS:AMZN), these moves highlight how the company is leaning on its satellite...

New measures will protect Tata and British Steel but allow foreign pre-made parts into the UK, say industry bosses Steel bosses have warned ministers that a “back door” in new trade rules could hit British manufacturers and lead to job cuts and factory closures by allowing a vast array of foreign products to still enter the UK tax-free. The loophole means pre-made steel parts ranging from bridge sections, columns and door frames, all the way to smaller rods and tubes used in buildings, will escape recently announced import tariffs, the Guardian understands. Continue reading...

美国股指期货周二上涨，投资者正在评估针对伊朗的军事行动可能于短期内结束的前景。 道琼斯 工业平均指数期货上涨约1.2%，标普500指数期货和 纳斯达克 100指数期货各上涨约1.2%。 此前有报道称，唐纳德·特朗普总统正考虑在四至六周内结束军事行动。据报道，该战略重点在于削弱伊朗的海军和导弹能力。 美国国债收益率全线小幅走低。10年期国债收益率降至4.32%，2年期国债收益率降至3.82%。 投资者也在关注周二晚些时候将公布的经济数据，包括房价和制造业活动报告。 责任编辑：张俊 SF065

全球食品行业迎来一笔重磅交易。 味好美公司 （MKC）与 联合利华 （UL）于周二宣布，双方已达成协议，将味好美与联合利华除印度地区以外的全球食品业务进行合并。这笔交易对合并后新公司的估值约为 658 亿美元 。 消息公布后，味好美股价在盘前交易中上涨 3%，联合利华股价小幅走高。 交易核心信息 味好美董事长兼首席执行官布兰登・福利将执掌合并后的新公司。 味好美已获得花旗环球市场、美国 高盛 银行以及 摩根士丹利 高级融资公司提供的 157 亿美元 承诺性过渡性贷款，并计划通过自有现金与新发债券相结合的方式，支付本次收购的现金对价部分。 合并后的公司预计在扣除增长再投入后，每年可实现约 6 亿美元 的常态化成本节约。 联合利华食品业务经营概况 味好美将并入的联合利华食品业务整体表现尚可，但同样面临行业共性挑战 —— 消费者偏好持续转变导致市场需求疲软。 联合利华食品业务去年销售额增长 2.5%，营业利润增速略快，达到 2.7%，主要得益于公司对成本的严格管控。 联合利华提到，发达国家市场呈现 “需求下滑” 态势，旗下好乐门凭借全新风味蛋黄酱系列实现了优于市场的表现。 烹饪调味品品类销售额实现低个位数增长，主要由涨价驱动。 食品解决方案板块销售额同比持平，北美地区销量增长被中国市场下滑所抵消，公司将此归因于 “外食消费疲软” 与经济压力。 行业背景 此次合并正值包装食品行业面临多重逆风、估值持续下滑的阶段。投资者担忧 高通 胀持续挤压利润率，以及 GLP-1 减肥药物普及对食品销量的冲击。 德意志银行分析师史蒂夫・鲍尔斯在周一发布的最新报告中警示： “我们认为，不断加剧的行业压力与新兴挑战已持续累积，动摇了支撑美国包装消费品投资逻辑的传统假设。” “部分影响因素最终可能只是短期、暂时性或周期性的（例如宏观经济或地缘政治因素）。但在我们看来，另一些因素 —— 如人口结构拐点、产业链权力格局的根本性转变 —— 则更具结构性与长期性。” 责任编辑：郭明煜

格隆汇3月31日｜巴西基准股指Bovespa指数上涨1.8%。

The war with Iran has driven up gas prices at a time when affordability is high on people's minds. (Image credit: Ronaldo Schemidt)

《科创板日报》3月31日讯（记者 田野 李佳怡） 3月31日上午9点，上海新国际博览中心N3馆，展馆大门一打开，人流便涌向那些摆满了各种清洁机器人的展台。 科沃斯的商用清洁机器人安静地沿着预设路线来回演示，所过之处地面光洁如新；擎朗智能展台上，几台C40清洁机器人同时运行，在模拟的餐厅、超市场景中灵活穿梭；普渡的展位前围满了举着手机的观众，一台台造型各异的清洁机器人在人群中穿行，遇到行人便优雅地减速绕行——这个动作一气呵成，几乎让人忘了它们是机器。 而在展馆的另一侧，专注于无人机高空清洗的万勋科技的展台上，一架搭载着柔韧机械臂的无人机正在进行模拟高空清洗演示，引来众多感兴趣的关注，展厅电子屏幕上，反复显示“全球销量第一”的字样。 这是今天开幕的上海国际清洁技术与设备博览会（CCE）现场，近500家企业、预计4天超过12万名海内外观众，共同见证被称为这场“亚洲清洁行业风向标”之称的行业盛会。 上海国际清洁技术与设备博览会现场 ▍巨头与新秀同台竞技 清洁机器人赛道从未像今天这样“拥挤”。 在N3馆的中心区域，科沃斯、擎朗智能、普渡机器人等行业巨头的展位占据了最显眼的位置。科沃斯商用机器人带来了针对商业楼宇的系列清洁解决方案，其展台工作人员告诉记者，公司正在推动商用清洁机器人成为商业楼宇地面清洁的“标配设备”。 擎朗智能则展出了其最新的C40清洁机器人，这是一款针对中小场景的四合一清洁机器人，能应对短毛地毯、瓷砖、木地板等多种地面。其独创的“三滚筒”设计让扫地、洗地一次完成。 普渡机器人的展位同样人气火爆。作为全球服务机器人领域的领导品牌，普渡的清洁机器人产品线已相当成熟。就在今年1月1日凌晨，普渡的一批CC1 Pro旗舰智能清洁机器人在深圳湾口岸顺利通关，成为2026年全国首单出口货物。普渡首席技术官郭璁透露，公司已收到数百台海外订单，今年将推出十几款新产品。 而在巨头的夹缝中，一批新锐力量也在快速崛起。智元机器人亮相CCE，这家国内风头正劲的具身智能独角兽也杀入清洁机器人赛道。 智元重点展示了商清绝尘C5清洁机器人。它采用双滚刷扫洗一体设计，实现 550mm 超宽幅覆盖，配合 25kg 对地压力与大水量冲洗，可强力穿透油污与污渍。据智元展台工作人员介绍，C5基于视觉+点云的前融合+时空多帧后融合感知方案，环境识别精准度行业领先。 智元清洁机器人现场展示 “我们的核心是...