"What this reminds us is that he cheers people up, and he still has that ability to tease the establishment, to do what the establishment doesn't want, and to make jokes at moments when other people are being pious and solemn and dreary."

文章提及标的 伦敦金 -- 现货黄金日内跌超3%，现报4509.49美元/盎司。

MoMo Productions/DigitalVision via Getty Images To be honest with you, the last few months have been absolutely brutal for shareholders of Holley Inc. ( HLLY ). For those not familiar with the business, it provides customers with aftermarket parts for cars and trucks. There are nearly 300 million cars on the road today . And, the great thing for a company like this, is the fact that the average car of a vehicle has only gotten older. As the chart below illustrates, for instance, in 2025, the average age for all light vehicles in the U.S. was 12.8 years. That's an all-time high and represents a nice increase over the 8.9 years reported a year earlier. This increase has been driven by improvements in technology that have made cars safer for longer, but also driven by worries about high costs. In recent years especially, vehicle prices have exploded. That's why we have seen a rise from 11.9 years back in 2020 to 12.8 years in 2025. Long term, this trend should continue. And that should be a boon for businesses like this. Author - SEC EDGAR Data The problem, however, is that even as the company has exhibited continued strength in key areas, not every space has been an area of improvement for the business. This has sent shares down 24.6% since I called it a Hold in December of last year. By comparison, the S&P 500 ( SP500 ) is down just 1.2%. The good news is that this decline in share price has made the company cheaper than it was before. But relative to other similar firms, it is still priced around the middle of the group. This justifies, in my view, more of a neutral stance than it does a bullish one. Sticking to my guns The only new fundamental data that has come out since I last wrote about Holley covers through the final quarter of the company's 2025 fiscal year. At first glance, things actually look pretty good. Revenue jumped 10.9% year over year, climbing from $140.1 million to $155.4 million. This surge in sales was driven in large part by core business revenu...

格隆汇3月21日｜洲际交易所（ICE）：在截至3月17日的一周内，布伦特原油投机者将净多头头寸增加了77,672手，至428,704手。

Intel To Offer AMD-Like Desktop Socket Longetivity, Supporting Multiple CPU Generations Wccftech

格隆汇3月21日｜美国商品期货交易委员会（CFTC）：在截至3月17日的一周内，布伦特原油投机者将净多头头寸增加了77,672手，至428,704手。

随着中东战争持续发酵，通胀忧虑导致债券收益率上升，欧洲股市周五下挫，一些区域股指进入回调。 斯托克欧洲600指数收盘下跌1.8%，连续第三周下跌，为近一年来最长连跌。抛售推动法国CAC 40指数和瑞典OMX 30指数进入回调，这两大基准指数均较2月高点下跌逾10%。 对利率敏感、常被视为债券替代品的公用事业和房地产板块跌幅居前。 德国10年期国债收益率升破3%，而英国政府借款成本触及全球金融危机以来最高水平。报道称，五角大楼正向中东派遣三艘军舰并增派数千名海军陆战队员，股市情绪受到进一步打击。 “债券收益率飙升势必冲击此前过于自满的股市，”Premier Miton Investors首席投资官Neil Birrell表示。“投资者迟早会意识到，情况未必一切顺利。” 责任编辑：丁文武

达拉斯联邦储备银行表示，如果伊朗战争导致霍尔木兹海峡的石油运输中断持续至6月，第二季度全球经济增长折年率将降低2.9个百分点。 全球约五分之一的石油经由霍尔木兹海峡运输，而该海峡因战争已基本关闭。这推动WTI价格升逾每桶97美元。 这家地区联储的研究人员对该海上要道在不同关闭时长情境下的经济影响进行了建模分析。如果海峡在一个季度后重新开放，则第三季度油价将回落至每桶68美元，同时生产总值（GDP）增速将提高2.2个百分点。 研究人员称，若关闭持续两个季度，将导致油价第三季度升至115美元，随后在第四季度回落至76美元。若关闭持续三个季度，油价到年底可能高达132美元。 经济学家正密切关注汽油、柴油及其他石油产品价格飙升对通胀和需求的影响。 一些经济学家表示，汽油价格上涨已经导致其他类别的支出减少。美国消费者正寻找各种方式应对更高的燃料成本，包括减少出行、为了节省几美分而在加油站排队。 本周，美国柴油均价突破每加仑5美元，为史上仅有的第二次，这正在影响经济，因为柴油为几乎所有行业提供动力。 责任编辑：丁文武

格隆汇3月21日｜当地时间20日晚间，伊朗伊斯兰革命卫队发表声明称，已于当晚发动“真实承诺-4”第69波行动。此次行动针对以色列核心地带，包括特拉维夫、阿卡以及海法地区的目标展开，打击对象涵盖以色列的作战支援企业、军工产业以及通信和雷达相关设施。声明称，此次行动还打击了美国在中东地区的军事基地，包括位于科威特的阿里·萨利姆空军基地以及位于沙特海尔季地区的相关设施。声明称，这些设施用于储存加油设备并为美军F-16和F-35战斗机提供燃料。声明表示，此次行动动用了“加德尔”“海巴尔·谢坎”“佐勒法加尔”“吉亚姆”等导弹和攻击型无人机，并称行动“已成功实施”。声明还援引伊朗最高领袖穆杰塔巴的话称，“敌人面对的不只是导弹、无人机、鱼雷等军事手段，伊朗的前线远比其狭隘认知更为广阔。”声明最后表示，相关行动仍在继续。

据一位直接同德黑兰高层接触的人士透露，由于伊朗官员正专注于在美以的猛烈攻势中生存下来，他们现在甚至不愿讨论重新开放霍尔木兹海峡的问题。 该人士补充道，针对能源基础设施以及最高安全负责人阿里·拉里贾尼等伊朗高官的打击标志着战争局势升级，对于恢复商船通行的尝试是个阻力。 从实际情况来看，这意味着英、法等国推动在战争停止后护送船只通过海峡的机会越来越小，冲突目前还看不到尽头。 据知情人士透露，欧洲和中东地区也普遍存在这种情绪。官员们对美国和以色列是否有“退出计划”失去信心，他们预计未来将有更深层的经济动荡。周四在布鲁塞尔，欧盟领导人对持续的价格冲击表示担忧。 这一评估对欧洲来说是一个令人不安的消息。欧洲希望降低能源成本、加强军力以及加大对莫斯科施压以结束俄乌战争。如果霍尔木兹海峡封锁继续削弱经济，那么这些目标都难以实现。 “现在的真正问题是在这个日益严峻的环境中维护欧洲的地位，确保我们在国防能力和能源供应方面都能跟上，”德国总理弗里德里希·默茨周四表示，“这一切只有在经济强劲的前提下才有可能实现。” 战争扩大化 在战争初期，伊朗曾告知地区调解人，如果能保证其国家不再遭受攻击，德黑兰愿意就停战进行讨论。 现在看来，这种可能性已变得微乎其微。 这场即将进入第四周的战争已在整个地区造成4200多人死亡，霍尔木兹海峡航运几乎陷入停滞。 虽然伊朗对关键能源设施的袭击已较本周早些时候的高峰有所缓和，但在周四收于2022年中期以来最高点后，布伦特原油价格周五仍然维持涨势。 这场危机加剧了全球对能源供应的担忧，特别是在以色列轰炸了南帕尔斯气田以及伊朗袭击天然气工业重镇拉斯拉凡后。对拉斯拉凡的袭击实际上使卡塔尔在未来几年内都无法成为可靠供应商。 一名政府高级官员表示，世界现在已经认识到伊朗的行动没有底线，能源基础设施已不再安全。令人担心的一点是，如果伊朗人摧毁了基础设施，那么即使海峡重新开放，在维修完成之前能源市场也不会有多少改观。 对于欧盟来说，这引发了一个疑问：欧洲大陆是否真的能彻底放弃俄罗斯能源？ 原定的逐步淘汰俄罗斯天然气的计划是基于欧盟能从中东和美国获得更多供应的预期。据知情人士透露，有关针对俄罗斯石油的禁令计划可能被推迟实施。 这对于普京来说是一份厚礼，他已经从全球油价上涨中获益。 一位欧洲高级官员表示，即使美国和以色列找到某种方式从战争中抽身，人们已经开始担心船只仍会拒绝驶经...

北京时间3月21日凌晨，美股周五尾盘跌幅扩大，道指下跌500点再创年内新低。随着原油价格重拾涨势，标普500指数料将录得连续第四周下跌。今天是所谓的“四巫聚首日”，股市交易量和波动幅度通常会放大。 道指跌499.89点，跌幅为1.09%，报45521.54点；纳指跌457.21点，跌幅为2.07%，报21633.48点；标普500指数跌101.34点，跌幅为1.53%，报6505.15点。 周五是所谓的“四巫聚首日”，即每季度一次的股票期权、指数期权、指数期货和个股期货同时到期的日子，交易商普遍认为股市可能面临更大波动。随着数万亿美元的衍生品合约到期，投资者因重新平衡或平仓，这一事件往往会导致交易量放大和盘中波动加剧。 周五早盘原油价格短暂下跌后迅速重拾涨势。全球基准布伦特原油期货最新上涨1.7%，至每桶110.50美元，WTI原油期货上涨0.7%，至每桶96.78美元。 周四美股下跌，但在内塔尼亚胡表示以色列正“以情报及其他方式”协助美国开放霍尔木兹海峡后，收盘时三大指数均已大幅脱离盘中低点。 内塔尼亚胡还表示，伊朗已失去浓缩铀和制造弹道导弹的能力，并指出冲突可能比许多人担忧的更快结束。 在内塔尼亚胡发表上述言论后，西德克萨斯中质原油期货于盘后交易中大幅下跌，推动股市脱离当日低点。尽管如此，WTI原油本月涨幅仍超过48%。 德意志银行分析师Jim Reid在周五早间的一份报告中指出，今天是冲突爆发以来的第15个交易日。 他说：“这通常是地缘政治冲击后美股触底的平均时间。然而，在当前如此不确定的情况下，很难根据历史平均值进行交易，因此新闻标题将比历史经验更重要。但如果你在寻找乐观的理由，正常的地缘政治剧本至少会给你带来希望。到目前为止，我们还没有偏离这一剧本。” 主要平均指数仍然可能录得连续第四周下跌。标普500指数和道指在周五开盘前分别下跌0.4%和1.2%。 纳斯达克 综合指数下跌0.1%。 富国银行 投资研究所高级全球市场策略师Scott Wren表示：“所有短期走势都取决于霍尔木兹海峡能否开放。我们认为海峡将在数周而非数月内开放。” 道指和纳指也双双逼近回调区域。道指较2月10日创下的收盘纪录低8.3%，纳指较10月29日创下的历史收盘高点低近8%。 尽管如此，由于标普500指数距其历史高点仅下跌约5%，Unlimited首席执行官Bob Elliott认为...

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格隆汇3月21日｜现货黄金回落至4510美元/盎司下方，日内跌3.02%。纽约期金日内大跌2.00%，现报4513.50美元/盎司。

Palantir stock is in the red this year. Why analysts say it’s still an AI winner. MSN

德国国债收益率攀升至2011年以来最高，英国国债收益率自2008年以来首次飙升至5%，由于担心中东战争持续将进一步加剧通胀担忧，交易员上调了对欧洲央行和英国央行将更激进加息的押注。 意大利债券表现落后于欧元区其他债券，投资者退出套利交易，并押注意大利政府将增加支出以支持家庭和企业应对不断上涨的能源成本。 掉期合约押注欧洲央行到6月加息43个基点，到年底加息80个基点，高于周四押注的34个基点和70个基点。 货币市场预期英国央行今年加息90个基点，高于周四押注的75个基点和上周押注的25个基点。 市场： 德国10年期国债收益率上涨9个基点，报3.05%； 德国国债期货下跌88点，报125.09； 意大利10年期国债收益率上涨18个基点，报3.96%； 意大利与德国国债利差扩大10个基点，报91个基点； 法国10年期国债收益率上涨11个基点，报3.76%； 10年期英国国债收益率上涨15个基点，报5.00%。 责任编辑：丁文武

What happened According to an SEC filing dated Feb. 17, 2026, Ancora Advisors LLC sold 3,435,692 shares of Sealed Air (SEE +0.25%) during the fourth quarter of 2025. Based on the stock’s average closing price during the quarter, the estimated transaction value was $129 million. What else to know The fund reduced its SEE holding to just 1,720 shares -- a rounding error of a position -- representing 0% of 13F AUM as of Dec. 31, 2025, down from roughly 2.4% before the sale. Top holdings after the filing: NASDAQ:LKQ: $241.7 million (5.1% of AUM) NASDAQ:AVGO: $151.5 million (3.2% of AUM) NASDAQ:AAPL: $150.3 million (3.2% of AUM) NYSE:COLD: $148.3 million (3.1% of AUM) NYSEMKT:VOO: $126.5 million (2.7% of AUM) As of Mar. 19, 2026, shares of Sealed Air were priced at $41.92, up 43.3% over the past year, outperforming the S&P 500 by 25.6 percentage points over that stretch. Company overview Metric Value Price (as of market close 3/19/26) $41.92 Market Capitalization $6.2 billion Revenue (TTM) $5.4 billion Net Income (TTM) $505.5 million Company snapshot Offers packaging materials, automation equipment, and protective packaging solutions for food safety, shelf-life extension, and product protection across global markets. Generates revenue by selling integrated packaging systems and related services directly to food processors and through distributors to e-commerce, industrial, and healthcare clients. Serves food processors, manufacturers, logistics partners, e-commerce businesses, and consumer goods companies worldwide. Sealed Air is a global leader in packaging solutions, specializing in food safety, automation, and protective packaging. With a diversified product portfolio and established brands such as CRYOVAC and BUBBLE WRAP, the company addresses critical needs in food preservation and secure product delivery. Its scale and innovation-driven strategy position it as a key partner for customers seeking to optimize efficiency and reduce waste in supply chains. What this tr...

Key Points Ancora Advisors sold 3,435,692 shares of Sealed Air during Q4 2025, with an estimated transaction value of roughly $129 million based on quarterly average pricing. The SEE stake dropped to 1,720 shares, valued at $71,260 as of December 31, 2025 -- effectively 0% of fund AUM; the position was previously 2.4% of AUM 10 stocks we like better than Sealed Air › What happened According to an SEC filing dated Feb. 17, 2026, Ancora Advisors LLC sold 3,435,692 shares of Sealed Air (NYSE:SEE) during the fourth quarter of 2025. Based on the stock’s average closing price during the quarter, the estimated transaction value was $129 million. What else to know The fund reduced its SEE holding to just 1,720 shares -- a rounding error of a position -- representing 0% of 13F AUM as of Dec. 31, 2025, down from roughly 2.4% before the sale. Top holdings after the filing: NASDAQ:LKQ: $241.7 million (5.1% of AUM) NASDAQ:AVGO: $151.5 million (3.2% of AUM) NASDAQ:AAPL: $150.3 million (3.2% of AUM) NYSE:COLD: $148.3 million (3.1% of AUM) NYSEMKT:VOO: $126.5 million (2.7% of AUM) As of Mar. 19, 2026, shares of Sealed Air were priced at $41.92, up 43.3% over the past year, outperforming the S&P 500 by 25.6 percentage points over that stretch. Company overview Metric Value Price (as of market close 3/19/26) $41.92 Market Capitalization $6.2 billion Revenue (TTM) $5.4 billion Net Income (TTM) $505.5 million Company snapshot Offers packaging materials, automation equipment, and protective packaging solutions for food safety, shelf-life extension, and product protection across global markets. Generates revenue by selling integrated packaging systems and related services directly to food processors and through distributors to e-commerce, industrial, and healthcare clients. Serves food processors, manufacturers, logistics partners, e-commerce businesses, and consumer goods companies worldwide. Sealed Air is a global leader in packaging solutions, specializing in food safety, automation, ...

葵涌警員開槍案｜持刀男中兩槍送院 警：開槍屬艱難決定 對方衝向警員大叫「斬死你」 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】葵涌三名警員先後開五槍，制服懷疑有精神問題的43歲持刀男子，男子胸部及大腿中槍送院。初步調查男子任職地盤，無犯罪紀錄，正調查他的動機。 警方封鎖往荃灣方向，在一段青山公路蒐證，路面遺下鐵片和血漬，有警員向上級講述事發過程。 凌晨12時起，警方接獲多名市民舉報，有持武器、穿裙的男子在荃灣港鐵站及葵涌昌榮路行走，其後在青山公路揮舞利刀。新界南總區刑事總部高級警司姚永勤：「這名人士繼續利用身上武器衝向我們同事大叫『斬死你』，同事在這個警告無效後，我們一名衝鋒隊同事向這名男子開兩槍，試圖制止他這個行為。開槍後這名男子沒有停止襲擊行為，繼續追著我們同事，意圖用利器傷害我同事。於是另一名衝鋒隊同事開一槍，希望可以制服他，可惜仍然沒有相應效果。去到最後第三名衝鋒隊同事向他開兩槍終於將他制服。」警方形容開槍是艱難決定，已考慮市民的安全。姚永勤：「現階段不能說哪一槍中、哪一槍不中，到最後兩槍能夠制服疑兇，我們馬上停止相關的武力。」 警方繼續在現場搜索彈頭及相關證物，身中兩槍的持刀男子已送往瑪嘉烈醫院接受手術。

franckreporter U.S. equities extended their decline on Friday, with small-cap stocks leading the downturn as rising yields continue to pressure risk assets. The Russell 2000 Index ( RTY )( IWM ), a widely followed benchmark for U.S. small-cap companies, has officially entered correction territory, falling 10.3% from its January 22 closing high. The index was last trading near 2,435, hovering just below its 200-day moving average of 2,437—a key technical level closely watched by investors. A sustained break below this threshold could signal further downside momentum for the small-cap segment, which is often more sensitive to borrowing costs and economic shifts. The broader market has also shown signs of strain. The tech focused Nasdaq Composite ( COMP:IND ) has declined 9.8% from its record high, while the Dow ( DJI ) is down 9.5%, nearing correction territory as well. The S&P 500 ( SP500 ) has pulled back 7% from its peak. Much of the recent weakness has been driven by a sharp rise in U.S. Treasury yields, as investors increasingly price in a higher-for-longer interest rate environment. Expectations that the Federal Reserve could maintain elevated rates—or potentially resume rate hikes into 2026—have weighed heavily on equities, particularly growth-oriented and smaller-cap stocks. Dow ETFs: ( DIA ), ( DDM ), ( UDOW ), ( DOG ), ( DXD ), and ( SDOW ). S&P 500 ETFs: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). Nasdaq ETFs: ( QQQ ), ( QQQM ), ( SQQQ ), ( TQQQ ), ( QLD ), and ( QID ). More on markets Sector breakdown since the start of the U.S.–Iran conflict: Energy leads, materials lags Treasury yields spike as markets reprice Fed rate hike possibility Bearish sentiment tops 50% as AAII survey signals sharp investor shift S&P 500 slides but these 15 stocks remain overbought Dividend Roundup: JPMorgan Chase, Micron Technology, CVS Health, Broadcom, and more

On Friday morning, little space remained in Baitul Futuh mosque as thousands of people poured in to mark the end of the Islamic holy month of Ramadan. The south London mosque, one of the largest in Europe, offered a glimpse of the Eid al-Fitr festivities being celebrated by millions of Muslims across the UK. This year, however, a political furore around one of the most important holidays in the Islamic calendar has divided UK party leaders, drawn warnings of bigotry and left members of the community feeling disturbed and disappointed. Earlier this week, Nick Timothy, the shadow justice minister, claimed Islamic prayers taking place in public are intimidating, un-British and an “act of domination”, after a Ramadan event in London’s Trafalgar Square. Reform’s leader Nigel Farage called the event, which has taken place five times without previous incident or controversy, an attempt to “intimidate and dominate our way of life”. View image in fullscreen Worshipers mark end to the holy month of Ramadan at Baitul Futuh mosque in south London. Photograph: Martin Godwin/The Guardian Taufique Ahmad, 22, standing outside the mosque as people entered for Eid prayers, said the “harsh and potentially harmful language” used against the community is “quite disturbing”. “The British identity is such a strong thing that it’s not fragile enough that you see a glimpse of diversity that you’ll wither away and shatter,” said Ahmad, a legal intern and member of the mosque’s press team. “At least my British identity is that strong that if I see other communities practising their faith publicly and peacefully, if anything it makes me feel more British.” Politicians, legal experts and community leaders have increasingly warned of a shift of the Overton window – the range of ideas deemed acceptable in the mainstream population – concerning political discourse around identity, race and religion. While Conservative party leader Kemi Badenoch said Timothy was “defending British values”, Keir Sta...

It will have been more than three weeks since the US and Israel first attacked Iran when the first British warship finally arrives off the coast of Cyprus, a belated defensive deployment that has highlighted the lack of military capacity available to the UK. Nominally, HMS Dragon was one of three destroyers available out of six. In reality the warship has had to be hauled out of dry dock, prepared and then, after launch, tested for several days in the Channel. Its arrival date is still unconfirmed. “It’s clear one of the military’s big problems is giving the government contingency options,” said Matthew Savill, of the Royal United Services Institute, reflecting years of spending constraints. “Numbers and capacity have been cut, though the UK has tried to argue that smaller can be better.” Political priorities also lay elsewhere. As the US began to build up forces in the Middle East from late January, the UK chose to stand aside. A handful of fighter jets were sent to RAF Akrotiri, in Cyprus, and Qatar early in 2026 as a modest extra layer of defence in case Iran retaliated across the region. “Keir Starmer had decided this is not our war,” a former senior British military commander said. But, he added, “if you’ve made that decision it colours your deployments elsewhere” – meaning that the UK is not likely to be highly prepared if the war started by the US and Israel suddenly spirals out of control. Ministry of Defence (MoD) insiders insist the decision to send HMS Dragon was decided on the fourth day of the war against Iran. Only then was the option presented to Richard Knighton, the chief of defence staff, and approved by him and the defence secretary, John Healey. That was about 36 hours after hostile drones had targeted the UK’s base at Akrotiri. One struck a hangar used by US spy planes, prompting the evacuation of non-essential personnel and thousands of Cypriot residents nearby. HMS Dragon is the only Royal Navy warship confirmed to have been deployed so far, a...

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honglouwawa/E+ via Getty Images By Elior Manier Today is providing yet another leg of renewed inflation fears, and this is not boding well for global assets. Yesterday's address by Israeli PM Netanyahu raised hopes for a shorter-than-expected conflict, leading to major dumping in the US dollar and WTI oil. Still, this narrative quickly took a significant U-turn. President Trump's latest pledge to militarily intervene in the Strait of Hormuz came with a surprise: a repricing of a now much longer US-Iran conflict to achieve more optimistic results. The new idea arises from the US Army's plan to capture Kharg Island, Iran's largest energy production site, to pressure the IRGC into reopening the Strait of Hormuz. The issue, however, is the fact that this would require boots on the ground, and sources familiar with the issue pointed to at least a month extra of strikes to weaken the Islamic regime further. As Fed's Waller pointed out in a first post-FOMC interview, the issue is that a longer conflict poses the risk to disanchor inflation expectations, and this is what got the rates market to blow up this morning. Any hopes for rate cuts are now long gone. US yields are up significantly in this morning's action, implying higher inflation ahead and even potential rate hikes: The US 2-year yield ( US2Y ) is now at 3.90% (while the current Fed Funds is at 3.75%). US 10Y Yield Monthly Chart - March 20, 2026 (Source: TradingView) The issue here is that stock markets, particularly when the economy begins to decelerate, can be largely disrupted by higher yields and costs. But inflation may have to come first in the event of a longer conflict, to avoid not only job losses but also further erosion of the US dollar's buying power. US Yield Curve Change since last month (Source: TradingView) Bond vigilantes, not liking the idea of a longer conflict, and selling Treasuries, indicate this discontent. The repricing to higher rates will weigh on risk assets for the time being. At least,...