3月23日，商务部副部长兼国际贸易谈判副代表凌激会见瑞典银瑞达集团董事会主席瓦伦堡，双方围绕瑞典企业在华发展，中瑞、中欧经贸关系等议题进行了交流。瑞典驻华大使欧思诚参加会见。凌激指出，“十五五”期间，中国将推动科技创新和产业创新深度融合，创造新的消费（883434）市场。希望瑞典工商界坚定投资中国，分享先进制造（883433）、人工智能（885728）、生物制药、节能减排等领域合作机遇。凌激表示，当前国际形势复杂多变，不稳定性不确定性明显增强，中欧经贸关系虽面临挑战，但更充满机遇。希望瑞典工商界发挥积极作用，推动欧方理性看待中欧竞合关系，妥处经贸摩擦，发挥各自优势，进一步深化互利合作，找到中欧正确共处之道。瓦伦堡表示，瑞典是首个同新中国建交的西方国家，建交以来，两国保持互利合作和友好交往的传统。瑞方愿积极把握中国经济高质量发展为世界带来的机遇，推动欧中经贸关系稳定健康发展。(商务部)

Maskot February Chicago Fed National Activity Index: -11 vs. +0.20 in January (revised from +0.18), the Federal Reserve Bank of Chicago said on Monday. CFNAI three-month average: -0.01 vs. -0.02 prior (revised from -0.06). Developing… Check back for updates.= More on the US Economy Steady Today, Uncertain Tomorrow: Iran War Tests U.S. Resilience Fed rate expectations shift sharply as oil surge jolts front-end yields Household net worth hits new high of $184T in Q4, aided by stock rally

BEIJING, March 23, 2026 /PRNewswire/ -- Robotics company ROBOTERA has closed a strategic funding round of RMB 1 billion, pushing its valuation past RMB 10 billion. The round saw participation from major new investors including Gaocheng Capital, Singtel Innov8, Woori Venture Partners (subsidiary of Woori Financial Holdings), CICC Porsche Fund, China Fortune-Tech Capital, Fenghe Capital, Wuxi Capital, GF QIANHE, Horizon Investment, and a leading South Korean technology company, with existing investors CDH Venture and Growth Capital and Tsinghua Holding Tiancheng Asset Management significantly increasing their stakes. RMB 500 Million in Orders Marks ROBOTERA’s Commercial Leadership In total, ROBOTERA has secured 16 domestic and international industrial investors, spanning sectors including technology, automotive, logistics, consumer electronics, semiconductors, new energy, new materials, and telecommunications. The investor base features domestic leaders such as Geely Capital, Alibaba, Lenovo, Haier Capital, BAIC, and Golden Resources Group, alongside global giants including Singtel Innov8, Woori Capital, and a leading South Korean technology company forming a strong and broad industrial ecosystem. Notably, this funding round comes just two months after ROBOTERA's previous round, with the committed investment far exceeding the initial fundraising target. Fully In-House Hardware Expertise ROBOTERA has long maintained fully in-house hardware development. Leveraging proprietary motors, reducers, and joint modules, the company's full size bipedal humanoid robot L7 has achieved world records in high jump and long jump, demonstrating advanced electromechanical design and motion control capabilities. In 2024, ROBOTERA launched the world's first direct-drive dexterous hand, achieving about 70% of human-level efficiency in logistics operations; as a standalone product, over 1,000 units were shipped in 2025, 50% to overseas markets. Commercial Deployment and Order Growth With fu...

光库科技（300620）公告，2025年营业收入14.74亿元，同比增长47.56%。净利润1.77亿元，同比增长163.76%。公司经本次董事会审议通过的利润分配预案为：以2.49亿股为基数，向全体股东每10股派发现金红利2元(含税)，送红股0股(含税)，以资本公积金向全体股东每10股转增0股。

But Variety said it was too "generic" and "incredibly derivative of movies like Interstellar", while The Guardian noted there are "moments of dullness and puppyish silliness" but that "Gosling is an effortlessly charming screen player" who keeps the film "watchable".

Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Menaka Doshi . If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I look at TACO trade, and my colleague Siddhi Nayak unpacks the leadership crisis at HDFC Bank. Trump Relents After Global Market Selloff It was a day of frenetic selling across stocks, bonds, and even gold as President Trump’s deadline for Iran to open the Strait of Hormuz loomed. And then Trump changed his mind . He’s just announced a five-day-reprieve for Iran’s energy infrastructure after “detailed and constructive” conversations with Tehran, according to his social media post. Iran’s semi-official news agency has denied any such talks occurred. “He retreated after hearing that our targets would be all power plants in West Asia,” Fars reports, citing sources. Nonetheless, crude prices have tumbled and US stock futures bounced back. This sudden turn of events, that some more commonly refer to as TACO, aligns with a hypothesis by Neelkanth Mishra, chief economist of Axis Bank. Market volatility may be an essential condition for the end of war, Mishra wrote in the Economic Times. Maybe today’s selloff gave Trump reason to pause. The question is how much volatility will it take for a sustainable ceasefire? Meanwhile, India’s government is upping defenses in the event of extended hostilities — by expanding its strategic oil reserves , ensuring adequate coal stocks ahead of summer and strengthening security of critical infrastructure. Prime Minister Narendra Modi outlined these measures earlier today in his first address to Parliament since the start of the conflict in the Middle East. He underscored efforts to ensure the safety of nearly 10 million Indians in the region and assured farmers the government would shoulder the burden of higher fertilizer prices. Even if a ceasefire were to ...

Source: Bloomberg, 0:00

Damora Therapeutics ( DMRA ) announced on Monday that its Board of Directors has appointed Jennifer Jarrett as President and Chief Executive Officer, effective March 30, 2026. The company also stated that Jarrett will serve on the company’s Board of Directors. Most recently, Jarrett served as chief operating officer of Arcus Biosciences, a development-stage oncology company. During her tenure, she also served as chief financial officer and a member of the company’s board of directors. Before Arcus, Jarrett served as vice president of corporate development and capital markets at Uber Technologies. Previously, she was chief financial officer of Medivation. Damora Therapeutics also announced the appointment of Cameron Turtle , chief executive officer of Spyre Therapeutics, and Mike Landsittel , former chief financial officer of Blueprint Medicines, to the company’s Board of Directors. In addition, Peter Harwin , founding partner at Fairmount Funds Management and a current member of Damora’s board of directors, has been named chairman. DMRA +0.05% premarket to $18.15. Source: Press Release More on Galecto Galecto appoints former Blueprint Medicines executives as COO and CMO Seeking Alpha’s Quant Rating on Galecto Historical earnings data for Galecto Financial information for Galecto

地面上的算力战争还没打出个结果，科技巨头们又把算力的发展方向瞄准了太空。 马斯克扬言要在太空中布局一个由百万颗卫星组成的轨道数据中心，中国厂商追觅则表示要超级加倍，来个200万颗。 戴森球计划了属于是。 听上去像天方夜谭？但如果你仔细看看过去一年中国在"太空算力"赛道上的密集动作，你会发现这些都不是孤例，而是一个庞大趋势的缩影。 太空算力：AI时代的战略开关 把算力射上太空这事儿，中国是第一个这么干的。 2025年5月，成都国星宇航和之江实验室联合发射了全球第一个太空计算卫星星座——12颗计算卫星同时入轨。每颗卫星搭载了80亿参数的天基AI模型，单星最高算力可达744TOPS——每秒744万亿次运算。12颗卫星协同运行，整体在轨算力达到5POPS，即每秒5千万亿次运算，能支撑1400亿参数的大模型在轨部署与推理。 这是"三体计算星座"的首发任务，而它的终极规模是千颗级别。 国星宇航自己还有一个更激进的"星算"计划：2800颗计算卫星——2400颗专门跑推理，400颗专门跑训练，目标是在2030年前完成千星组网，2035年全部部署完毕，形成十万P级推理、百万P级训练的太空算力网。 但问题来了： 为什么非要把算力送上天？地面的数据中心不香吗？ 答案藏在一个大多数人不知道的数字里： 今天在轨运行的遥感卫星，每天产生的数据量是海量的，但最终传回地面的不到10%。 为什么？因为卫星只有在"路过"地面站上空时才能回传数据，而这个窗口通常只有10分钟左右。 一颗超高分辨率遥感卫星单次拍摄的原始数据可达几百GB，10分钟根本传不完。剩下的数据，要么排队等下一次过站，要么直接丢弃。 国星宇航执行副总裁赵宏杰算过一笔账：如果把遥感图像、传感器数据全部回传地面云端处理，带宽成本高得惊人，响应延迟动辄数秒甚至数十秒。但如果算力在轨道上，卫星拍完照片自己就地分析，只把"答案"传下来，比如一条坐标、一个预警——几KB的数据，几秒钟就搞定了。 说白了，这些企业都是在赌“卫星数据服务”会从现在的“卖照片”升级为"卖结论"（AI分析后的情报）。 这场变革的核心，是从"天数地算"到"天数天算"——数据在太空采集、太空处理、太空决策，地面只管接收结果。 而中国之所以要在这方面发力，最重要的一点，是未来的太空算力，可能会和GPS一样，成为大多数国家绕不开的“战略开关”。 就像GPS主控站在美国，未来太空算...

Uefa has rejected requests from English clubs to increase the size of Champions League squads to 28 next season, following a backlash led by their counterparts in Spain. As reported by The Guardian the issue of larger squad sizes was discussed at a meeting of Uefa’s club competitions committee last month, but the proposal has not been put forward for the next meeting of Uefa’s executive committee, which will take place before the Europa League final in Istanbul on 20 May. It is understood that the regulations for next season’s Champions League have since been signed off by the competitions committee without any change to the long-established 25-man squad size, although the subject could be revisited ahead of the 2027-28 season, which will be the first of Uefa’s next four-year TV rights cycle. The current Champions League squad regulations were introduced almost 20 years ago, with a number of Premier League clubs understood to have argued that managers should be permitted to select from a bigger group of players to reflect the expansion of the competition and to protect against injury and burnout. The competitions committee was unable to reach a consensus at the meeting, with Spanish representatives Atlético Madrid, Sevilla and Real Sociedad in particular understood to have pushed back due to concerns about English clubs being able to use their financial firepower to build even stronger squads. There is also a feeling in Europe that Premier League clubs have an advantage in the league phase, due to the so-called country protection principle they are unable to be drawn against each other, giving them an easier path to the knockout stages. All six Premier League clubs reached the last 16 this season, although only Arsenal and Liverpool have made it through to the quarter-finals. Following Uefa’s introduction of the 36-team league phase last season, all clubs in the Champions League play at least an extra two matches per season, while those who fail to finish in the top...

Jonathan Kitchen/DigitalVision via Getty Images This was another difficult week as the market fell for the 4th consecutive week. Any early optimism that investors had was eradicated by hot inflation data, Middle East energy supply shocks, and a hawkish Fed. At a time when uncertainty is rising even gold retraced more than -10% which creates another basket of problems. I believe that the crash in gold is signaling the market believes the Fed will prioritize rising inflation rather than policy that grows the economy. Brent crude is still a problem as we saw a $20 swing due to an escalation in the Iran conflict as energy infrastructure was attacked. From a market perspective on the tech trade Micron ( MU ) delivered a blockbuster quarter and shares sold off. The fact that NVIDIA Corporation ( NVDA ) and MU both delivered drop the mic moments when reporting their recent numbers and both companies sold off tells me that we have entered an extreme risk off scenario. I am getting the feeling that we will be range bound for a bit and I am not ready to say we're getting close to a bottom. This will be an interesting week and I am taking a long-term approach to allocating capital here. Eventually the tide will turn and I want to buy more stocks that will rebound when the conflict ends rather than what is technically working. After allocating $26,400 to the Dividend Harvesting Portfolio, the account balance finished week 264 at $35,139.41. The account's profitability decreased -$648.73 (-2.59%) to $8,739.41, which is a return on invested capital of 33.10%. This week I added to Starwood Property Trust ( STWD ). In week 264 the accounted generated $27.32 in dividend income. The combination of reinvesting the generated dividend income and making these investments increased the forward projected annualized dividend income by $15.31 (0.54%) to $2,869.33. The Dividend Harvesting Portfolio has generated $6,187.89 of income since its inception, which is 23.53% of the total capital I h...

Colin Anderson Productions pty ltd/DigitalVision via Getty Images In October of 2025, I was faced with the decision of whether to upgrade shares of Watts Water Technologies ( WTS ) or not. At the time, I had the company rated a 'hold'. I was impressed by the overall market opportunity that the company had, as well as its overall financial trajectory. But at the end of the day, the stock looked too expensive for my liking. This led me to opt for the cautious approach . But since then, the stock has outperformed considerably, jumping 9.4% while the S&P 500 is down 2.7%. This has ultimately made the stock more expensive from a valuation standpoint, because fundamentals have not improved rapidly enough to keep the trading multiples unchanged. Management does expect continued growth this year, and that is fantastic to see. But unfortunately, even with that, the stock is rather pricey. I won't go so far as to say that downgrading it to a 'sell' makes sense here. But if the stock keeps outperforming the market like this, that could become justified in the not-too-distant future. I'm not ready to take a sip of this play Probably the best place to start with when it comes to analyzing Watts Water Technologies would be the most recent data available. This data covers the final quarter of the company's 2025 fiscal year . During that time, revenue amounted to $625.1 million. That's an increase of 15.7% compared to the $540.4 million that the company reported a year earlier this is a rather substantial amount of improvement. And according to the company, this was largely the result of strong organic growth. Author - SEC EDGAR Data In the Americas, for instance, revenue jumped 17%, with 10% of that being organic thanks to higher prices and one additional shipping day. The APMEA (Asia Pacific, Middle East, and Africa) regions performed similarly. Revenue jumped 15%, with organic revenue expanding by 9%. Management said that all major countries in that segment experienced growth. B...

China is betting artificial intelligence will solve its labour shortage , as policymakers ramp up a nationwide push to deploy AI and robotics across the economy. But it may be worsening a different problem: the erosion of stable jobs for young workers. China’s push has accelerated investment in industrial automation, installing more than half of the world’s robots in 2024 alone and doubling down on AI-enabled production. The strategy is presented as a necessary response to the demographic decline . Yet it is also a risky experiment: automating at scale before reaching broad middle-class stability. Automation may keep factories running. Whether it can stabilise society is another question. Advertisement The government’s push spans robotics, AI-enabled manufacturing and advanced technical systems but the employment effects are uneven. Analysis by the Rhodium Group finds that the new hi-tech industries (electric vehicles, advanced batteries and renewable energy equipment) generate far fewer entry-level and mid-skill jobs than the manufacturing sectors they are displacing. These sectors are far more capital-intensive. When early-career jobs become unstable, the transition into adulthood stalls. In China’s urban economy, stable employment has long been a prerequisite for marriage, housing and parenthood. Automation does not reduce fertility directly. It does so by narrowing the economic pathways that allow young adults to form families. Advertisement “Lights-out” factories can run with minimal human presence. They keep production high while thinning the entry-level industrial routes that once absorbed young workers without university degrees. Those jobs once made it possible to rent a flat, save for a down payment, marry and start a family.

Luxury ride-hailing app Wheely is making its debut in the US, presenting competition to Uber Technologies Inc. and Lyft Inc. , which have also been working harder to court executives and wealthy consumers. London-based Wheely, which targets business elites and high net worth individuals, has launched its on-demand chauffeur ride service in New York City in response to existing American customers who have been asking for the app after using it in London, Paris and Dubai, said Chief Executive Officer Anton Chirkunov in an interview announcing the expansion. The company has about 1,250 corporate accounts and close to 100,000 active riders in its existing markets outside the US, a spokesperson said. Ahead of its US launch, Wheely recorded about 38,000 registrations in the country. Wheely plans to expand its North American operations “significantly over the next five years” and is considering markets like Texas; Washington, DC; and Florida cities such as Miami and Palm Beach, Chirkunov said. New York in particular is a “major long-term investment,” he said, adding that he expects it to eventually exceed its London business, which has about $100 million in gross bookings annually. Wheely takes a 20% to 25% commission from each fare, and made $26.7 million in revenue in 2024, according to a UK Companies House filing. Mainstream rideshare apps such as Uber and Lyft are also seeking to expand in the lucrative luxury segment. As Wheely was recruiting drivers and making its service available to existing customers in New York in recent weeks, Uber announced “Uber Elite,” a new chauffeur ride tier. Like Wheely’s vehicles, Uber Elite rides target executive travelers, in part by including amenities like chargers, bottled water and towelettes. Lyft is also interested in that cohort, having acquired TBR Global Chauffeuring for about $110 million last fall. Read More: Uber Debuts Invite-Only Premium Chauffeur Rides Option With Free Chargers, Mints Chirkunov said Wheely differentiates...

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. Another factor that can influence investors is FOMO, or the fear of missing out, especially with tech giants and popular consumer-facing stocks. What if you'd invested in Autodesk (ADSK) ten years ago? It may not have been easy to hold on to ADSK for all that time, but if you did, how much would your investment be worth today? Autodesk's Business In-Depth With that in mind, let's take a look at Autodesk's main business drivers. San Fransisco, CA-based Autodesk develops model-based design, engineering and documentation software. The company serves customers in architecture, engineering and construction; product design and manufacturing; and digital media and entertainment industries. Autodesk recognizes revenue from the sale of product subscriptions, cloud service offerings, and Enterprise Business Agreements (EBAs), renewal fees for existing maintenance plan agreements that were initially purchased with a perpetual software license, and consulting, training and other goods and services. Autodesk reported revenues of $5.49 billion in fiscal 2024. Total maintenance and subscription revenues accounted for 93.1% of revenues, while the rest came from License and other. Autodesk has four product families: Architecture, Engineering and Construction (AEC) that, Manufacturing (MFG), AutoCAD and AutoCAD LT (ACAD) and Media and Entertainment (M&E). AEC solutions include AutoCAD Civil 3D, BIM 360, Industry Collections and PlanGrid to improve the way building, infrastructure, and industrial projects are designed, built, and operated. The product segment contributed 46.9% to revenues in fiscal 2024. MFG, which includes CAM solutions, Fusion 360, Vault and Industry Collections,provides manufacturers in automotive, transportation, industrial machinery, consumer products an...

美国2月芝加哥联储全国活动指数 -0.11，预期 0.04，前值 0.18。 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。

Katya Slavashevich/iStock via Getty Images Thesis Navigator Holdings ( NVGS ) continued to demonstrate itself as a shipping company capable of slow and stable growth. Although the fourth quarter did not achieve any financial earnings records, the results were still quite solid. The company generated $73m in adjusted EBITDA , a slight decline from the previous quarter. These results were quite strong despite the company reporting that a number of its petrochemical customers were reducing inventory at the end of the fiscal year. NVGS continues to demonstrate a valuation that is below its long-term average. This comes despite a multi-year track record of consistently growing EBITDA. The current valuation also provides zero premium for the company’s newbuild program that is likely to result in a step increase in both EBITDA and earnings per share. The company continues to capitalize on this undervaluation by buying back shares every quarter and an annual “chunk” reduction. The company announced on Friday that it would be retiring over 5% of the existing share count. This is the company’s fourth annual “chunk-sized” reduction in as many years. This feature is not well advertised and represents hidden value for NVGS’s stock. I maintain my BUY rating as I believe the company can achieve a 20% CAGR through 2028. Q4 Earnings Summary NVGS ended the year in a somewhat mixed fashion. The company continues to report expanding day rates, but utilization was a bit of a challenge to close out 2025. Daily profitability continues to be a strength for the company as day rates have steadily expanded over the last five years. The graph below shows that NVGS has done a solid job in containing its operating costs through what has been a very large inflationary period. This has allowed the company to capture a significant portion of the higher day rates. NVGS Investor Presentation Even though day rates have remained robust, quarterly profitability didn’t quite follow suit. In this particul...

Integrations with Microsoft Sentinel and Microsoft Security Copilot Designed to Strengthen Customers' Cyber Resilience Operations TINTON FALLS, N.J., March 23, 2026 /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced an expanded integration with Microsoft Security to better connect threat detection with trusted recovery. The new integration uses Microsoft Sentinel, Microsoft Security Copilot, and the Commvault Cloud platform to streamline resilience operations (ResOps) and enable real-time data insights, helping organizations move quickly from identifying a threat to validating and restoring clean data faster with greater confidence. Commvault is a leading provider of cyber resilience and data protection solutions for hybrid cloud organizations. (PRNewsfoto/Commvault) This new integration enables coordinated workflows between security and recovery teams. Security alerts from Commvault Cloud are ingested into Microsoft Sentinel data lake where security operations center (SOC) analysts can enrich these incidents with partner intelligence to access impact and validate scope. In the coming quarters, these insights can drive automated, policy-based recovery workflows to accelerate and orchestrate clean recovery. As part of this announcement, Commvault is delivering integrated capabilities that bridge the gap between threat detection and trusted recovery. Modernized Microsoft Sentinel Connector: Streams alerts and signals generated by Commvault Cloud Threat Scan and Risk Analysis, including malware detections, backup anomalies, and sensitive data exposure, into Microsoft Sentinel in real time. This provides security teams with visibility into backup-related risks alongside broader threat intelligence and helps organizations identify ransomware patterns earlier while incorporating backup telemetry into existing SOC workflows. Commvault's Investigation Agent in Security Copilot: Specifically designed for cyber recove...

Barely more than two months after U.S. forces captured former Venezuelan President Nicolas Maduro, that petroleum-rich country is already making moves to boost its oil output. That's a surprisingly quick pace, particularly given that the long-term fate of the current government is far from settled. Integrated oil giants Chevron and Shell (SHEL 0.82%) reportedly notched oil and gas exploration and production deals with the South American nation, which is a member of the Organization of Petroleum Exporting Countries (OPEC). Historically, those headlines aren't surprising, since those two companies maintained a presence in Venezuela while rivals bailed after the country nationalized its energy industry. Specific to Shell, it's believed that the company's Venezuela agreement paves the way for it to expand offshore natural gas exploration and onshore oil and gas drilling. Over the long haul, an increased Venezuelan footprint could benefit Shell investors for a simple reason: The country has the world's largest provable crude reserves. How meaningful the Latin American nation is to the stock price in the near term, well, that's a different ballgame. Let's take a closer look. A case of good timing As of March 19, Shell's shares are up 24% year to date and 14% over the past month. Focusing on the monthly run, that period includes the recent Venezuela headlines. More importantly, it includes the conflict in Iran, which is driving oil prices higher. Here's where things get interesting for Shell investors. There's a compelling link between Iran and Venezuela. Conflict in the Middle East forced the closure of the Strait of Hormuz. That's a big deal because 20% of the world's oil and liquefied natural gas (LNG) is shipped through the strait. Regarding LNG, Shell is uber-bullish on that commodity. In a March 16 LNG-dedicated update, the company said, "LNG is the fastest-growing energy source after non-hydro renewables," and added that it expects global LNG demand to increase by a...

美国总统唐纳德·特朗普在伊朗战争爆发前坚信，美国庞大的石油财富将使该国免受当前重创世界大部分地区的能源冲击。然而，冲突进入第四周，这面盾牌已显得脆弱。 特朗普的押注仅部分奏效。自2月28日美国与以色列对伊朗发动空袭，引发一场迅速席卷中东能源基础设施、封锁霍尔木兹海峡并切断全球约五分之一石油和天然气流通的地区战争以来，美国油价的涨幅小于其他地区。 自2月底以来，全球基准布伦特原油价格已飙升约55%，至每桶110美元左右，而美国西德克萨斯中质原油价格则上涨50%，至每桶99美元左右。两大基准原油之间的价差近期触及十年来的最高水平，不包括新冠疫情期间的短暂飙升。 这一价差反映了能源市场的结构性转变。得益于过去15年的页岩繁荣，美国现已成为全球最大的石油和天然气生产国，其能源出口量超过进口量。尽管美国炼油厂仍会进口原油以优化运营——包括去年约占总消费量4%的部分中东原油——但美国对海湾地区的直接依赖程度远低于亚洲或欧洲。 亚洲是受影响最严重的地区，其约60%的石油进口依赖中东。突发的供应中断迫使炼油厂降低开工率，各国政府也以巨大的经济代价推出燃料补贴和节能措施。该地区进口的实物原油价格近期飙升至每桶150美元以上。 美国不断缩小的缓冲 然而，美国的相对优势正在迅速削弱。 随着中东供应受限，亚洲和欧洲的买家正越来越多地转向包括美国在内的替代来源，以获取原油、精炼燃料和天然气。这种全球性的抢购正将更多美国的碳氢化合物推向国际市场，并收紧国内供应。 根据分析公司Kpler的数据，美国3月份的原油出口量有望达到创纪录的每日460万桶。成品油（主要是汽油和柴油）的出口量预计也将达到每日约320万桶的历史新高。 教训是显而易见的：在互联互通的石油市场中，国内资源丰富并不能换来免于冲击的免疫力。 尽管白宫努力控制价格，美国汽油零售价本月已上涨逾30%，且很可能在几天内突破每加仑4美元。 美国零售柴油价格上周仅历史第二次突破每加仑5美元。这种工业燃料的批发价格已飙升约70%，仅略低于全球最大柴油进口地区欧洲近80%的涨幅。 特朗普对价格上涨不以为意，称其为实现战争目标所付出的“微小代价”。这种信心在一定程度上反映了华盛顿今年早些时候在委内瑞拉采取的快速干预行动所取得的成功。抓捕总统尼古拉斯·马杜罗并迅速实现领导层更迭，使美国有效控制了该国庞大的石油资源——这一额外缓冲迄今已被证明是不够的。...

Image: AMD ASRock has listed the AMD Ryzen 9 9950X3D2 processor on a now-deleted news page announcing support for the unreleased AM5 processor. Rumors about AMD’s first-ever dual CCD package featuring dual 3D V-cache have circulated since last year, and at one point, it was expected to be released in early 2026. The processor’s X3D2 designation indicates that each of the dual 8-core/16-thread CCDs will have its own 96 MB L3 cache, for a total of 192 MB L3, compared with the single 3D cache in the previous Ryzen 9 9950X3D, which had been released in November 2024. AMD has been silent on the release of this flagship part, but ASRock may have seemingly jumped the gun in its own announcement, which had been spotted by VideoCardz before being taken down. Image: ASRock via VideoCardz The 16-core / 32-thread Zen5 package would supposedly be only slightly downclocked to 5.6 GHz compared to that of its predecessor, which tops at 5.7 GHz. TDP is said to be increased to 200 Watts from 170 Watts. This processor would be the cherry on top for the Zen 5 Granite Ridge lineup and a true HEDT part claiming the throne for both gaming and productivity, although good luck affording the memory if wanting to provide it with its max limit of 256 GB DDR5. Below is a table listing of Granite Ridge processors featuring 8-core CCDs. Processor Cores/Threads Maximum Clock L3 3D V-Cache TDP Ryzen 9 9950X3D2 16/32 5.6 GHz 192 MB 200W Ryzen 9 9950X3D 16/32 5.7 GHz 128 MB 170W Ryzen 7 9850X3D 8/16 5.6 GHz 96 MB 120W Ryzen 7 9800X3D 8/16 5.2 GHz 96 MB 120W Table: The FPS Review Anything is possible these days when it comes to new product releases, and since it’s common for competitors to wait until a rival unveils something, AMD could be waiting to see Intel’s hand before officially announcing the Ryzen 9 9950X3D2. One thing that is odd and worth mentioning is that normally, by now, there would’ve been benchmark leaks online, and so far, none have been confirmed. Gamers have largely been interested ...

Upstage Discusses Buying 10,000 AMD AI Chips to Diversify Supply GuruFocus

从托管与发行结构来看，银行占据明显主导地位。 在低利率环境持续的背景下，公募FOF（基金中基金）正成为银行渠道最为活跃的销售品类之一。今年以来，新发FOF规模与发行节奏同步提速，仅前3个月（截至3月23日），全市场FOF新成立数量与募集规模均实现显著增长，多只产品单日募集规模突破50亿元，“日光基”频现，银行渠道在其中占据主导地位。 业内人士认为，银行角色正从FOF的“代销渠道”向“资产配置中枢”加速转变，这一变化既与银行自身经营压力密切相关，也受到“存款搬家”背景下资金加速迁移的推动。在此趋势下，未来预计将有大量低风险偏好资金流入业绩表现相对更优的偏债混合型FOF产品。 新发产品同比增幅超3倍 Wind数据显示，截至3月23日，今年以来按成立日统计，全市场已有44只FOF新品落地，合计募集规模超过651.25亿元，较去年同期141.47亿元的规模同比接近实现3.6倍增长；从单只产品来看，平均募集规模由去年同期的8.84亿元提升至14.8亿元。 单只产品发行节奏明显提速。3月初，易方达旗下如意盈泽6个月持有期FOF发售首日即提前结束募集，规模接近35亿元，成为年内第10只“日光基”。此前，多只FOF产品单日募集规模突破50亿元，其中博时盈泰臻选6个月持有FOF单日募集规模超过58亿元，有效认购户数超过2万户。 从市场规模来看，FOF基金也取得较大增幅。截至3月23日，公募FOF总规模已达2885.14亿元，较去年同期的1482.55亿元接近翻倍。 一位股份行理财经理对记者表示：“今年客户对波动的容忍度明显下降，但对收益仍有要求。纯存款吸引力不够，权益类又不敢重仓，FOF正好卡在中间。” 从托管与发行结构来看，银行占据明显主导地位。年内成立的FOF产品中，托管机构涉及19家，其中15家为银行，涉及招商银行、交通银行、平安银行、广发银行、邮储银行、光大银行、苏州银行等多家银行。招商银行以超过200亿元的托管规模居前，占据年内发行规模的约四成。 具体来看，招商银行、建设银行、中国银行先后通过“长盈计划”“龙盈计划”“慧投计划”，以FOF为核心工具，为客户提供一站式资产配置方案。 “过去是推荐基金经理，现在是推荐组合方案。”一位公募FOF基金经理对记者表示，“银行希望把配置能力前置，基金公司更多承担底层资产管理的角色。” 银行从“代销渠道”到“配置中枢” 这一变化背后，与银...