格隆汇3月27日｜据AXIOS，美国副总统万斯在本周早些时候的一次电话通话中“批评以色列总理内塔尼亚胡对本次美以伊冲突的预测过于乐观”，认为内塔尼亚胡“夸大了伊朗政权更迭的可能性”。报道援引一名美国官员的消息称，美以袭击伊朗前，内塔尼亚胡曾向美方渲染这场冲突“容易应对”，并强调伊朗“政权更迭可能性很大”，但万斯对此持怀疑态度。这名官员还表称，在美方与伊朗的“停火谈判”中，万斯“发挥了主导作用”，而以色列正试图破坏谈判。

格隆汇3月27日丨美股三大指数均跌超1%。消息上，美国与以色列空袭了伊朗胡齐斯坦钢铁厂及伊斯法罕穆巴拉克钢铁厂，穆巴拉克钢铁厂配套的发电厂也遭到了袭击。

据伊朗国家电视台今天（3月27日）报道， 伊朗军方发布公告表示，位于特拉维夫的以色列军队后勤基地及运输中心遭到伊朗无人机群的攻击。据称，这是以色列最大的运输中心。（CCTV国际时讯）

Arvydas Lakacauskas/iStock Editorial via Getty Images Introduction Shattuck Labs, Inc. ( STTK ) caught my eye because of the massive loss in value over the last five years, and I wanted to see if that was completely warranted and whether trading at single FW P/E digits is justified. It seems that as revenues increased, its share price continued to stumble on fears of AI and a dying business, which is not true. However, there are too many unknowns regarding AI and the merger, so I am going to sit on the sidelines for now. Performance Let’s take a look at the last three years of performance to see if we can find any sort of interesting patterns or revelations. We can see that in the past three years, the company’s revenues continued to grow, which is not at all what I expected. I was expecting to see revenues dip in the advent of ChatGPT, but that was not the case at all. Seeking Alpha It seems that SSTK benefited from this and leaned into it hard. The management saw the opportunity and pounced. Making licensing deals with OpenAI, Meta Platforms, Inc. ( META ), Amazon.com, Inc. ( AMZN ), and Google ( GOOG )( GOOGL ). This essentially created a new revenue stream for the company that is now expected to bring in $250 million by 2027 . Just a year before that, this was essentially zero, so kudos for leaning into it. Unfortunately, the company seems to have stopped providing conference calls because of the planned merger with Getty Images Holdings, Inc. ( GETY ) from back in January of 2025, so we don’t have any proper numbers on how much that AI licensing segment has grown. What we do have is that Data, Distribution, and Services have grown to $203.2m at the end of 2025. That’s around 16% growth y/y. SSTK 10-K In terms of profitability over the same period, we can see quite a mixed bag. Since the beginning of 2023, the company has experienced some margin erosion and only saw them starting to come back up in the second quarter of 2025. I am honestly a little disappointed ...

No Mercedes car started last race in China Norris: ‘I believe we can get close’ McLaren’s intent is clear as they enter the Japanese Grand Prix after a trying opening to the season: the only way is up. Suzuka’s singular and spectacular test will form another part of the team’s learning curve of the new regulations, with optimism that the defending champion Lando Norris’s title and the team’s constructors’ championship are still within reach. After Mercedes dominated the opening two rounds, McLaren found themselves third fastest but well behind Ferrari and as much as half a second off the pace. They were honest in acknowledging they had work to do on the aerodynamic side of the chassis and on understanding how best to exploit their new engines under the power management rules that are now a key part of performance. Continue reading...

blackred/E+ via Getty Images U.S. large-cap industrials stocks have delivered robust year-to-date performance in 2026, but March faced headwinds amid broader market volatility and geopolitical concerns. Below is a list of the 10 worst-performing large-cap industrial stocks with market capitalizations of $10B or more, ranked by their year-to-date performance. The list is topped by Broadridge Financial Solutions ( BR ), with a YTD decline of 28.38%. SS&C Technologies Holdings ( SSNC ) and Axon Enterprise ( AXON ) follow as the next two bottom performers, down 23.18% and 20.68% respectively. Automatic Data Processing ( ADP ) and TransUnion ( TRU ) also appear among the worst performers, with declines exceeding 20%. The list spans a diverse range of industries within the industrial sector, including Data Processing & Outsourced Services, Human Resource & Employment Services, Aerospace and Defense, Research and Consulting Services, and Passenger Airlines. Here is the list: Broadridge Financial Solutions, Inc. ( BR ), YTD perf: -28.38%, Quant rating: 2.70 SS&C Technologies Holdings, Inc. ( SSNC ), YTD perf: -23.18%, Quant rating: 3.08 Axon Enterprise, Inc. ( AXON ), YTD perf: -20.68%, Quant rating: 2.78 Automatic Data Processing, Inc. ( ADP ), YTD perf: -20.50%, Quant rating: 3.22 TransUnion ( TRU ), YTD perf: -20.42%, Quant rating: 2.65 Equifax Inc. ( EFX ), YTD perf: -19.57%, Quant rating: 2.05 United Airlines Holdings, Inc. ( UAL ), YTD perf: -17.11%, Quant rating: 3.14 Verisk Analytics, Inc. ( VRSK ), YTD perf: -16.96%, Quant rating: 2.65 Paychex, Inc. ( PAYX ), YTD perf: -16.57%, Quant rating: 2.83 HEICO Corporation ( HEI ), YTD perf: -15.75%, Quant rating: 3.18 Industrials ETFs: ( XLI ), ( VIS ), ( FXR ), ( IYJ ), ( FIDU ), and ( RSPN ) More on industrial stocks Time Is Running Out The Middle East War: Let's Talk About U.S. Defense Stocks A Rare XLI/XLF Decoupling Is Flashing That Also Happened In 1999, 2007, And 2020 Quant-rated logistics leaders and laggards as US...

Anthropic PBC is considering going public as soon as in October, according to people familiar with the matter, as the artificial intelligence company races with rival OpenAI Inc. to hold an initial public offering. Ed Ludlow of Bloomberg Tech reports. (Source: Bloomberg)

当地时间27日，伊朗伊斯兰议会议长卡利巴夫针对潜在地面军事威胁强硬表态，“美国连自己在该地区基地里的士兵都保护不了，反而要把他们藏在酒店和公园里，这种情况下，他们又怎么可能在我们的领土上保护得了这些士兵？”，此前，伊朗外交部长阿拉格齐在社交媒体发帖指责美军把海湾阿拉伯国家合作委员会（海合会）成员国的平民当作“人盾”，他呼吁这些国家的酒店拒绝美军的预订。阿拉格齐在社交媒体上发文说，“自这场战争开始以来，美军士兵逃离在海合会国家的军事基地，躲进酒店和办公场所。”（央视新闻）

经济学家表示，油价上涨往往会推高食品杂货成本，但这并不意味着消费者需要匆忙外出囤货。 近几周，布伦特原油价格从 1 月份每桶约 60 美元的水平飙升至 100 美元以上，原因是伊朗冲突扰乱了霍尔木兹海峡的石油运输。这条咽喉要道承担着全球约五分之一的石油运输量。 圣路易斯联邦储备银行指出，油价上涨会推高整个食品供应链的成本，涵盖农业生产、化肥制造所需燃料，以及运输、冷藏等各个环节。 不少消费者已开始行动：电商平台 Omnisend 于 3 月 9 日至 13 日对 1000 名美国成年人开展的调查显示，约 48% 的受访者表示，因预期物价上涨，正批量购买部分商品。 但经济学家称，这种行为可能适得其反，会造成需求激增、供应链紧张，并进一步推高物价。 与此同时，油价飙升等投入成本的变化，并不会立刻传导至消费者端。 密歇根州立大学食品经济学家、教授戴维・奥尔特加表示，部分生鲜易腐商品的价格可能在几周内就出现上涨，但更广泛的影响通常是逐步、不均衡显现的，而非一蹴而就。 “这不会在一夜之间发生。” 奥尔特加说。油价上涨对食品杂货成本的全部影响可能需要数月时间才会完全体现，甚至会持续大半年。他补充道，如果油价暴涨只是短期现象，对杂货价格的影响可能有限，因为通常只有高油价持续数月，物价才会明显上涨。 为何食品价格不会同步立即上涨 尽管油价波动迅速，但食品价格通常不会紧随其后上涨，因此消费者并无匆忙囤货的必要。相反，这类成本会通过食品体系的多个环节逐层传导，使得其对杂货价格的影响更缓慢、也更间接。 奥尔特加表示：“燃油或天然气价格上涨 10% 至 20%…… 并不会一对一地反映在超市售价上。” 堪萨斯城联邦储备银行 2025 年的一份分析显示，这类成本会通过供应链逐步传导，最终才体现在货架价格上。 部分原因在于，能源只是食品生产体系众多投入要素之一。美国农业部数据显示，在每一美元食品支出中，直接能源成本仅占约 3 美分。 奥尔特加称，这 3 美分仅涵盖燃料与电力的直接支出。而食品支出中的其他部分，如运输、仓储、加工等环节虽也依赖能源，但这类成本更为间接，通常会更缓慢地反映在消费端价格上。 此外，生产商不会立即转嫁成本上涨。穆迪供应链行业负责人安德烈・奎因 - 巴拉巴诺夫表示：“价格上涨通常是渐进式的，且往往是在确定成本上涨具有持续性后才会触发。” 他还指出，由于多数食品市场竞争激烈，...

Over 90% of Nvidia’s chips are made at TSMC in Taiwan. This includes Blackwell. Much of Taiwan’s energy is powered by natural gas (about 90%). According to the Atlantic Council, “Taiwan relied on imports to meet 95 percent of its energy needs in 2025, including over 99 percent of its demand for oil and natural ... Nvidia Share Price Could Be Hit Hard By Iran War

电气风电公告，2025年营业收入136.81亿元，同比增长31.07%；归属于上市公司股东的净亏损9.89亿元，上年同期净亏损7.85亿元。

Lithium Argentina ( LAR ) shares down over 6% in morning trading on Friday following block trade pricing. According to reports, Lithium Argentina is involved in a 15-million-share block trade, with pricing indicated in the range of $6.15 to $6.50 per share. More on Lithium Argentina AG Lithium Argentina 2025 Results Disappointing, But Still Remains On My Bargain-Hunting List Lithium Argentina GAAP EPS of -$0.47 misses by $0.50; gives 2026 production guidance Historical earnings data for Lithium Argentina AG

The 16-year-old boy from Northumberland is jailed for three-and-a-half years.

On this episode of Stock Movers: Unity Software (U) rose on a strong earnings forecast and news that it plans to sell its video-game publisher and close its advertising unit to focus on better business. Absolut owner Pernod-Ricard (RI FP) and Jack Daniel's maker Brown-Foreman (BF/B) both rose on the news of a potential merger between France's largest alcohol producer and a top producer of American whisky. The companies are describing it as a 'merger of equals.' (Source: Bloomberg)

据美国“阿克西奥斯新闻网（Axios）”今天（3月27日）报道，美国副总统万斯在本周早些时候的一次电话通话中“批评以色列总理内塔尼亚胡对本次美以伊冲突的预测过于乐观”，认为内塔尼亚胡“夸大了伊朗政权更迭的可能性”。 报道援引一名美国官员的消息称，美以袭击伊朗前，内塔尼亚胡曾向美方渲染这场冲突“容易应对”，并强调伊朗“政权更迭可能性很大”，但万斯对此持怀疑态度。这名官员还表称，在美方与伊朗的“停火谈判”中，万斯“发挥了主导作用”，而以色列正试图破坏谈判。（CCTV国际时讯）

Oaktree Capital Management is meeting all redemption requests for its $7.7 billion private credit fund, allowing investors to take out 8.5% of net assets. Dana El Baltaji has more on "Bloomberg Open Interest." (Source: Bloomberg)

财联社3月27日讯（记者 郭子硕） 2026年3月27日，交通银行（SH:601328; HK:3328）发布2025年度业绩。 截至2025年末，集团资产总额突破15.5万亿元，较上年末增长4.35%；全年实现归属于母公司股东净利润956.22亿元，同比增长2.18%；营业收入2,650.71亿元，同比增长2.02%；不良贷款率1.28%，较上年末下降0.03个百分点，拨备覆盖率提升至208.38%。 据交通银行发布的利润分配方案，董事会建议以截至2025年末总股本88,363,784,223股为基数，向A股和H股股东派发末期现金股利，每10股人民币1.684元（含税），合计分配金额约148.80亿元。 净息差有望企稳向好 存款再定价支撑成本下行 在2025年度业绩说明会上，交通银行执行董事、副行长周万阜详解息差走势。他表示，该行自去年三季度起净息差基本稳定。今年存款到期规模较去年增加，较大比例集中在一季度。近两年大量定期存款到期再定价以后，存款的付息成本将明显下降。 展望全年，预计净息差能够保持企稳向好的态势，其支撑条件一方面是存款再定价，另一方面是定价自律机制约束明显增强。下阶段，交行将重点做好：一是严格开展存贷款量价评审管理，压实各业务条线及经营单位在量价平衡发展中的责任；二是精细化实施存贷款定价管理，严格遵守定价自律机制；三是动态优化调整资产负债结构。 零售AUM近6万亿 私行客户数双位数增长 2025年，交通银行在财富管理领域展开了一系列战略布局。去年12月，交行在总行层面整合成立财富管理部；近日，交行拟申请撤销私人银行专营机构牌照，推动零售板块体制机制改革，以强化财富金融特色，进一步提升客户服务能力。 财富管理方面，截至2025年末，交通银行零售AUM规模5.98万亿元，较上年末增长8.91%；代销业务方面，代销个人理财余额为1.02万亿元，代销个人公募基金余额达2300亿元，代销个人保险余额为3740亿元。集团私人银行客户数达10.51万户，同比增长11.62%；管理私人银行客户资产规模为1.43万亿元，较上年末增长10.39%。 “3月以来按揭贷款的进件量明显上升” 针对今年信贷投放节奏，周万阜表示，安排全年的贷款投放的增长不低于去年。在投放节奏的安排上，将平衡好适度靠前发力与均衡可持续增长。按照这样的安排，一季度大概安排40%，半年到60%多一点...

欧盟药品监管机构已对 赛诺菲 旗下一种常见血癌药物的可注射版本给予支持，为该药物在更多欧洲国家获得批准铺平了道路。 欧洲药品管理局人用药品委员会采纳了积极意见，支持该药物作为一种治疗选择。赛诺菲表示，该药物如果获批，将为医疗专业人员提供一种新的给药方式。 该药物是赛诺菲现有治疗药物的可注射版本，旨在为某些患者提供更便捷的用药方案。赛诺菲正在寻求该药物在整个欧盟范围内获得上市许可。 责任编辑：张俊 SF065

The AI-fueled "SaaSpocalypse" has indiscriminately sent software-as-a-service (SaaS) stock prices lower over the last few months. While it's true that new generative artificial intelligence (AI) tools could pose a significant threat to many enterprise software companies, the highest-quality companies with wide moats could find AI more of a friend than a foe. As a result, the current sell-off in their stocks could be a massive buying opportunity. Salesforce (NYSE: CRM) management certainly thinks so. The board authorized a $50 billion share repurchase program at the start of the year. In early March, the company issued $25 billion in debt to accelerate that repurchase, and it immediately executed on about 80% of that amount. Here's why management is betting big on the stock. Image source: Getty Images. Continue reading

Cirrus Logic (CRUS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Tesla is expected to release Q1 deliveries next week, with analysts looking at another potential decline in numbers.

Dear Tesla Stock Fans, Mark Your Calendars for April 2 Yahoo Finance

格隆汇3月27日｜据伊朗迈赫尔通讯社，美国与以色列空袭了伊朗胡齐斯坦钢铁厂及伊斯法罕穆巴拉克钢铁厂，穆巴拉克钢铁厂配套的发电厂也遭到了袭击。

Chinese regulators are moving to lower the maximum illustrated interest rate for participating life insurance policies to 3.5% from 3.9%, in a move aimed at protecting consumers and ensuring that advertised payouts are achievable. The planned adjustment underscores policymakers’ broader effort to defuse financial risks by pushing insurers to reduce liability costs and avoid negative interest rate spreads in a declining yield environment.

城投控股公告，2025年营业收入144.57亿元，同比增长53.27%。净利润2.89亿元，同比增长19.19%。公司拟以实施权益分派股权登记日总股本扣减公司回购专用证券账户中的股份数为基数，向全体股东每10股派发现金股利0.40元（含税），剩余未分配利润结转下一年度。本年度不进行资本公积转增股本。

受内存涨价潮影响， 索尼 旗下PS5 Slim和PS5 Pro游戏机即将在欧洲市场上调售价。根据知情人士透露，此次调价涨幅为100欧元，PS Portal串流掌机也将同步涨价。 具体价格调整如下： PS5 Slim光驱版：从549.99欧元上调至649.99欧元（约合人民币5189元） PS5 Pro：从799.99欧元上调至899.99欧元（约合人民币7185元） PS Portal：从219.99欧元上调至249.99欧元 这将是索尼在欧洲市场第三次上调PS5售价。此前，索尼曾在2022年8月和2025年4月分别进行过两次调价，涨幅分别为50欧元和50欧元。 此次涨价的主要原因是全球内存芯片供应短缺。据Omdia分析，由于AI基础设施扩张带来的需求激增，2026年第一季度DRAM内存价格预计将上涨60%以上。据估算，PS5中内存组件成本占整机物料成本的至少20%。 尽管索尼此前已提前囤积DRAM内存以应对涨价潮，但由于PS5市场销量持续强劲，库存即将耗尽，最终不得不将成本压力转嫁给消费者。 索尼官方已确认，新价格将于2026年4月2日正式生效。目前尚不清楚此次涨价是否会影响欧洲以外市场。 责任编辑：张俊 SF065

US stocks could fall as much as 10% if oil prices remain elevated for several months, a scenario that risks derailing the retail-driven “buy-the-dip” dynamic that has supported markets in recent years, according to Guggenheim Partners Investment Management. In a stress case where crude holds at around $100 a barrel for three months equities would face meaningful downside as higher fuel costs begin to weigh on household budgets and investor psychology, said Anne Walsh , the company’s chief investment officer. The bigger risk is a shift in behavior, not inflation. “When people are paying more at the pump, they start making choices,” Walsh said in an interview on the sidelines of the FII Priority Miami Summit . “That can bleed into consumer sentiment, and ultimately into market sentiment.” Retail investors have become an increasingly important force in US equities. Their willingness to consistently buy market dips has helped cushion volatility and propel stocks higher through recent shocks. “If you lose the buy-the-dip mentality of the retail investor, that could definitely have a big effect,” Walsh said. “And then we could see easily a 10% selloff.” The S&P 500 Index is on track for its fifth weekly loss as oil pushed higher on Friday. Walsh’s base case is less severe. She expects oil prices to remain elevated in the near term before easing back toward roughly $70 a barrel within three months, allowing equities to stabilize after modest profit-taking. In that scenario, stocks would likely trade sideways as companies adapt to higher input costs and investors reassess positioning. Still, even that outcome implies a more fragile backdrop. Elevated oil prices act as a de-facto tightening of financial conditions, Walsh said, particularly outside the US where economies are more exposed to energy imports. While the American economy is relatively insulated due to domestic production, higher prices could still dampen US growth. To Walsh, roughly $150 billion in US tax refunds ...

纳斯达克100指数跌幅扩大至1%，法尔斯通讯社报道称，伊朗钢铁厂遭到美以空袭。 成分股Zscaler跌7.79%，Datadog跌7.47%，CrowdStrike跌7.48%，派拓网络PANW跌7.31%，Arm控股跌6.9%，Strategy跌5.89%，Palantir跌3.56%，新思科技Synopsys跌3.43%，拼多多则涨0.93%，Diamondback Energy涨1.1%，沃尔玛涨1.27%暂时表现第三，核电股CEG涨1.97%，卡夫亨氏涨2.22%。 标普500指数目前跌0.95%，道指下跌474点、跌幅超过1%，纳指跌290点、跌幅扩大至将近1.4%，半导体指数跌1.31%，银行指数跌1.8%，罗素2000指数跌0.6%。 WTI原油日内涨幅达3.5%，报97.82美元/桶。

Prepare for bouclé jackets, quilted chain link bags galore and an outfit formula that is proving to be consumer catnip Just six months after Matthieu Blazy unveiled his debut collection for Chanel, and a week after it landed in stores, excitement over the new designer has reached fever pitch. There have been queues outside shops, grapples at the tills and dozens of social media posts bragging about purchases. Now, Blazy’s Chanel effect is coming for the high street. Prepare for bouclé jackets and quilted chain link bags galore. “It is a good sign that it has become immediately a reference point for the high street” says Mario Ortelli, managing partner at the luxury advisory firm Ortelli & Co. “When a new product and new creative direction is successful it is copied by the high street. If not, it means it is not relevant or is only relevant for a niche set of consumers.” Continue reading...