文章提及标的 香港交易所 -- 贝莱德 -- 哔哩哔哩 -- 据香港交易所（HK0388）披露，贝莱德（BLK）(BlackRock)对哔哩哔哩（BILI）股份有限公司-W的多头持仓比例于2026年3月17日从4.79%增至5.22%。

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE:COHR) presented new optical networking and AI datacenter products at OFC 2026, including advanced co-packaged optics. The company introduced optical components aimed at AI scale datacenter connectivity across Indium Phosphide, Silicon Photonics, and VCSEL platforms. Coherent announced a multiyear supply agreement and large investment partnership with Nvidia focused on AI infrastructure. For investors watching AI infrastructure, Coherent enters OFC 2026 with strong momentum. The stock trades at $275.57 and has logged a 41.8% return year to date, with a 25.3% move over the past month and 14.2% over the past week, and a very large 3 year gain that is close to 7x. These figures frame the market attention around NYSE:COHR as it rolls out new optical technologies and deepens its role in AI connectivity. The new products and Nvidia partnership position Coherent more firmly within the supply chain that supports AI datacenters and high speed networking. Readers may want to watch how customers adopt these co packaged and pluggable optics platforms and how the Nvidia deal scales over the multiyear term, given the importance of reliable, high bandwidth links in AI focused systems. Stay updated on the most important news stories for Coherent by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Coherent. NYSE:COHR Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 2 risks and 2 things going right for Coherent that every investor should see. Investor Checklist: What This Means For Coherent Quick Assessment ⚖️ Price vs Analyst Target : Coherent trades at US$275.57, which is about 2.6% below the US$283 consensus price target. ❌ Simply Wall St Valuation : Shares are described as trading 77.5% above estimated fair value, which flags valuation risk. ✅ Recent Momentum: The stock has ret...

文章提及标的 摩根大通 -- 香港交易所 -- 金蝶国际 -- 据香港交易所（HK0388）披露，摩根大通（JPM）(JPMorgan)对金蝶国际（HK0268）软件集团有限公司的多头持仓比例于2026年3月17日从4.98%增至5.07%。

北京时间3月20日，现货金银在亚市早盘小幅走低，此后转涨。截至11时24分，现货黄金报4733.34美元/盎司，日内涨1.78%，现货白银报74.287美元/盎司，日内涨2.01%。 值得注意的是，从收盘价走势来看，截至3月19日，现货黄金价格自3月11日的5100美元/盎司上方持续下探，回落至略超4600美元/盎司，期间连续7个交易日收跌，创下2024年末以来最长连跌纪录。 国信期货首席分析师顾冯达3月19日接受媒体采访时表示，本轮地缘冲突中黄金避险属性出现阶段性失灵，主要原因在于市场交易主线的切换。当前市场的核心矛盾已从“地缘避险”转向“通胀预期与货币政策博弈”。 北京时间3月19日凌晨，美联储宣布将联邦基金目标利率维持在3.5%-3.75%不变，连续第二次会议按兵不动。 美联储主席杰罗姆·鲍威尔表示，通胀仍处于一定程度的高位。短期通胀预期指标近几周有所上升，这可能反映出中东供应中断引发油价大幅上涨。但目前判断其对经济潜在影响的范围与持续时间还为时过早。货币政策已做好充分准备，将根据最新数据、不断变化的经济前景以及风险平衡，来决定进一步调整政策利率的幅度和时机。 瑞银策略师Joni Teves 3月17日发布的全球贵金属评论报告表示，黄金的避险逻辑并未消失，任何回调都为投资者建立长期黄金配置提供了机会，地缘政治紧张局势的持续性最终将支撑黄金作为投资组合多元化工具的战略需求，经济增长放缓若引发财政和/或货币刺激措施，将推动黄金价格上行。 将视线拉回中国国内，截至3月20日14时09分，部分黄金股回暖，紫金黄金国际涨4.554%，报174.5港元；灵宝黄金涨5.187%，报24.74港元；中国黄金国际涨0.682%，报147.6港元；中国白银集团涨2.105%，报0.485港元。 黄金连跌7个交易日 北京时间3月20日，现货金银在亚市早盘小幅走低，截至8时，现货黄金报4648.80美元/盎司，日内跌0.03%，现货白银报72.731美元/盎司，日内跌0.13%。 3月19日，金银价格已连续下挫。现货黄金价格从4800美元/盎司上方持续跌破重要关口，并一度失守4510美元/盎司，日内跌超6.50%；现货白银价格从75美元/盎司上方，一度跌至66美元/盎司，日内下挫逾12%。 至3月19日，现货黄金已经连跌7个交易日，创2024年末以来最长连跌。从收盘价来看，从3月11...

With the latest Adrenalin Edition 26.3.1 WHQL , AMD introduced an updated version of its FSR 4.1 upscaling technology for the Radeon RX 9000 series graphics cards. The latest update focuses on several key quality improvements that AMD gamers have long wished for, and AMD is finally delivering. In a demonstration of the technology in the Crimson Desert game, AMD showed what Ray Regeneration 1.1 and FSR Upscaling 4.1 are capable of in real-world games. For example, comparing FSR 4.0 and FSR 4.1 clearly shows that upscaling in the latest version provides much finer details of the game scenery when there are objects in motion. In the Crimson Desert game, grass moved by the wind is much more detailed now with FSR 4.1 than it was previously with FSR 4.0, which applied a kind of blurry image effect on the grass. This has been improved to reflect scenarios similar to native rendering.Additionally, AMD showcased what its Ray Regeneration 1.1 looks like. AMD's FSR Ray Regeneration processes the noisy output that ray tracing naturally produces and cleans it up in real time, resulting in noticeably sharper and more polished visuals without requiring developers to overhaul their existing pipelines. Now, with the update 1.1, we see it delivering much better and deeper shadows, immersive lighting, and more. You can check out the images below for comparison.Finally, AMD emphasizes a noticeable performance boost in the Ultra Performance Mode. This means that some additional algorithm optimization has been done behind the scenes to ensure that this performance preset provides higher FPS while still maintaining decent image quality. Interestingly, these technologies are developed within "Project Amethyst" for Sony's PlayStation console. FSR 4.1 is reportedly a part of PSSR 2, which Sony released for its PlayStation 5 Pro console, meaning that the results of this collaborative project are enjoyed on both the console platform and the PC.

金融法草案：上市公司及关联人员损害投资者权益将依法承担赔偿责任 2026-03-20 17:06:04 来源： 同花顺7x24快讯 分享 金融法草案征求意见稿提出，上市公司应当依法、合规、诚信经营，建立健全公司治理机制。上市公司的控股股东、实际控制人、董事、高级管理人员等人员不得滥用股东权利或者控制地位，或者滥用经营管理权，损害上市公司及其股东等相关利益主体的合法权益。上市公司及其控股股东、实际控制人、董事、高级管理人员等人员存在虚假陈述、内幕交易、操纵市场或者其他损害投资者合法权益行为，致使投资者遭受损失的，依法承担赔偿责任。

For the better part of the last seven years, the bulls have been in full control on Wall Street. Since 2019, the S&P 500 (^GSPC 0.27%) has gained at least 16% each year, save for 2022. Meanwhile, the ageless Dow Jones Industrial Average (^DJI 0.44%) and growth-focused Nasdaq Composite (^IXIC 0.28%) have also pushed to several record highs. But history teaches investors that stocks don't advance in a straight line. Since the U.S. and Israel began conducting military operations against Iran on Feb. 28, Wall Street's major indexes have swooned. At the same time, crude oil prices have skyrocketed. While this dynamic clearly has investors on edge, 40 years of history covering this exact scenario point to a huge move to come in stocks. Patience has proved profitable when oil prices soar Energy supply chain disruption is the primary concern associated with the Iran war. Following initial attacks, Iran virtually closed the Strait of Hormuz to oil exports. Approximately 20% of the world's liquid petroleum travels through the Strait of Hormuz daily. If this supply is constrained, the law of supply and demand states that the price of this in-demand good should rise -- and rise it has! West Texas Intermediate and Brent crude oil prices have skyrocketed in the wake of this conflict, sparking concerns in the U.S. about higher energy prices, a potential uptick in the prevailing inflation rate, and the possibility that the Fed will consider interest rate hikes down the road. But when oil price shocks have previously occurred, they've almost always been a buy signal for investors. According to journalist and Opening Bell Daily co-founder Phil Rosen via a post on social media platform X (formerly Twitter), crude oil prices have surged by at least 20% over a two-day period on eight occasions since 1986, including the latest move. The S&P 500 was higher one year later following six of these seven price shocks. What's even more noteworthy is the magnitude of gains for the benchmark inde...

小鵬汽車－Ｗ(09868) 內幕消息 / 其他-業務發展最新情況 / 季度業績 hkej.com

Canva 联合创始人兼 CEO 梅兰妮・珀金斯。 几年前，设计软件公司 Canva 还是备受瞩目的热门初创企业，稳居各路 IPO 候选名单前列。但该公司并未参与去年的上市潮，如今反倒陷入了一个微妙处境。一方面，软件板块已不再受投资者青睐，众人担忧人工智能将颠覆行业格局；另一方面，SpaceX、OpenAI、Anthropic 等巨头即将启动大规模 IPO，今年乃至明年的新股市场都将被它们盖过风头。 Canva 主营视觉内容创作与优化类软件工具，涵盖社交媒体配图、视频制作等领域。事实证明，这家公司选择等待或许是幸运的。去年成功上市的 Figma，受软件股整体抛售影响，股价已跌破发行价。而 Canva 若再暂缓一段时间上市，大概率能避免重蹈覆辙。据知情人士透露，该公司计划于明年上市。 对部分设计师和营销人员的采访显示，Canva 有望抵御各类风格化 AI 替代产品的竞争。如果未来一两年 Canva 能证明这一点，其上市时估值至少有望维持在去年 8 月员工股权出售时定下的 420 亿美元最新水平。当然，Canva 也面临日益激烈的竞争， 谷歌 就在本周三推出了相关竞品。 以 2025 年末数据计算，Canva 年化营收 40 亿美元，420 亿美元估值约为其营收的 10 倍。而据金融数据平台 Koyfin 显示，股价较发行价已下跌 23% 的 Figma，周三股价对应 2026 年预期销售额的市盈率仅为 8.4 倍。（注：年化营收为单月营收乘以 12，虽与次年预期营收并非完全等同，但可作为合理参考指标。） Canva 即便估值倍数不高于 Figma，也理应与之持平。该公司去年营收增速与 Figma 大致相当，营收同比增长超 40%，突破 30 亿美元。其增速与 Figma 一致，但营收规模约为 Figma 的四倍。 Canva 联合创始人克利夫・奥布雷希特在声明中表示：“这是我们连续第八年实现自由现金流盈利。” Canva 的用户规模也远超 Figma。2025 年末，其月活跃用户达 2.65 亿，同比增长 20%，不过其中仅约 12% 为付费用户，付费群体以个人消费者和小微企业为主。 Figma 的客户更多聚焦大型企业，2025 年 3 月最近一次披露数据时，月活用户仅 1300 万，且大概率多数为非付费用户。截至 2025 年 12 月 31 日，Figma 拥有近...

格隆汇3月20日｜小鹏汽车2025年四季度营收222.5亿元，同比增38.2%；四季度NON-GAAP净利润约5.1亿元。小鹏汽车预计一季度汽车交付量同比减少29.8-35.1%。

Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature Morning opening: Spain moves first to help with energy prices 20m ago 09.05 GMT Morning opening: Spain moves first to help with energy prices Spain is set to put forward a number of emergency tax cuts this morning to counter the economic impact of the Iran war. View image in fullscreen Spanish PM Pedro Sánchez arrives to the European Council summit in Brussels, Belgium. Photograph: Pier Marco Tacca/Getty Images The measures – set to be presented at a press conference 11am local time – are expected to include lowering VAT tax on fuels to 10% from 21%, according to early media reports, alongside other changes, including to the hydrocarbon and electricity duties, intended to help with growing energy prices. Reuters says that change to the hydrocarbon levy itself alone is likely to lead to an immediate reduction in the price of diesel and petrol between 0.30 and 0.40 euros. Spain’s prime minister, Pedro Sánchez, has been a leading European voice critical of US and Israeli strike in Iran, repeatedly sounding alarm about its likely economic impact on Europe. 1:39 Spain's PM says Trump playing 'Russian roulette' with lives of millions – video Ministers said earlier this week the measures would include aid for economic sectors most exposed to the crisis, but added that the country’s high generation of renewable energy meant its economy was less exposed to the impact of oil price spikes caused by the war, Reuters noted. But other countries may now follow as the European Commission president, Ursula von der Leyen, signalled last night that there was some intent to move in this area. Speaking after a meeting of the European Council, she said that electricity is often taxed higher than gas and that needs to change, while proposing to reduce grid charges. She also suggested some flexibility on the use of state aid to help with growing energy costs. Separately, we will keep an eye on the f...

Loughborough Lightning number eight Haineala Lutui, daughter of former Tonga, Worcester and Gloucester hooker Aleki, is rewarded for her fine form. Despite Loughborough's indifferent season, Lutui leads the PWR standings in carries and metres in contact. Trailfinders Annabel Meta is included after switching to loosehead prop from the back row this season. The 20-year-old only made her front-line front-row debut in December. Harlequins' exciting Welsh-born centre Sarah Parry completes the uncapped septet. England begin their Women's Six Nations defence at home to Ireland on 11 April - a game for which more than 67,000 tickets have already been sold, all but guaranteeing an improvement on the existing tournament record crowd of 58,498 set against France in 2023. "As Red Roses, what comes next is a fresh start," said Mitchell, who signed a new contract through to the end of the 2029 Rugby World Cup in January. "The Six Nations is hugely important to us, and we know success in this competition has to be earned every time. "We're excited by the energy the younger players will bring into the squad, and alongside our experienced players. "What is important to me is to stay open-minded about player combinations, and I will observe how people compete against each other and deal with that type of pressure. "It's just down to who is going to take the handbrake off, attack it, and expresses themselves in our game." While centre Jade Shekells and scrum-half Ella Wyrwas are left out of Mitchell's initial selection with hamstring and knee injuries respectively, both might yet make a return before the end of the tournament.

格隆汇3月20日｜摩根大通将通用磨坊的目标价从42美元下调至36美元，维持“减持”评级。(格隆汇)

Last year and earlier this year I wrote articles predicting a crash of 50% (or more) in Robinhood Markets (HOOD 0.94%) stock. After peaking last October, the stock is now down by around 51%. Robinhood operates a popular investing platform where its clients can buy and sell stocks, options, cryptocurrencies, and more. The basis for my prediction was simple: Robinhood experienced a significant increase in value during 2025 mainly because of a surge in its cryptocurrency revenue, meaning its clients were engaging in speculative, high-risk trading, which history suggested simply wasn't sustainable. Now that Robinhood has lost more than half of its peak value, what will happen next? Here's what I think. Crypto trading is an unreliable source of revenue growth The majority of Robinhood's revenue comes in the form of transaction fees, which it earns every time a client buys or sells a financial asset, whether it's a stock, an options contract, or a cryptocurrency. Donald Trump's presidential election win in November 2024 drove a tsunami of investment into the crypto markets, because he campaigned on a series of policies that stood to benefit the industry. This contributed to a surge in Robinhood's crypto transaction revenue, which rocketed 732% (year over year) higher during the fourth quarter of 2024, hitting a record high of $358 million. It represented more than half of the company's total transaction revenue for the period. Something similar happened during the speculative crypto frenzy in 2021, which sent Robinhood's crypto transaction revenue soaring by 4,560% during the second quarter of that year. But just one year later, as crypto markets tanked, it was down by 75%. History appears to be repeating itself. In the fourth quarter of 2025, Robinhood's crypto transaction revenue fell 38% compared to its peak in the fourth quarter of 2024, coming in at just $221 million. The company's overall transaction revenue still climbed modestly due to a sharp gains in other areas...

Key Points Investors who use the Robinhood platform have a history of engaging in speculative, high-risk trading in cryptocurrencies and the options market. This creates a very unstable revenue base for the company, which is partly why its stock has plummeted by 51% since last October. Robinhood stock is still trading at an elevated valuation, which could open the door to further downside from here. 10 stocks we like better than Robinhood Markets › Last year and earlier this year I wrote articles predicting a crash of 50% (or more) in Robinhood Markets (NASDAQ: HOOD) stock. After peaking last October, the stock is now down by around 51%. Robinhood operates a popular investing platform where its clients can buy and sell stocks, options, cryptocurrencies, and more. The basis for my prediction was simple: Robinhood experienced a significant increase in value during 2025 mainly because of a surge in its cryptocurrency revenue, meaning its clients were engaging in speculative, high-risk trading, which history suggested simply wasn't sustainable. 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 » Now that Robinhood has lost more than half of its peak value, what will happen next? Here's what I think. Crypto trading is an unreliable source of revenue growth The majority of Robinhood's revenue comes in the form of transaction fees, which it earns every time a client buys or sells a financial asset, whether it's a stock, an options contract, or a cryptocurrency. Donald Trump's presidential election win in November 2024 drove a tsunami of investment into the crypto markets, because he campaigned on a series of policies that stood to benefit the industry. This contributed to a surge in Robinhood's crypto transaction revenue, which rocketed 732% (year over year) higher during the fourth quarter of 2024, hitting ...

距离刘文祥被315曝光已经整整一周时间，但麻辣烫行业的“鸭肉疑云”并没有消失。 刘文祥麻辣烫因为「鸭肉当牛肉卖」登上热搜时，很多消费者以为自己看到的，不过又是一家网红餐饮翻车的新剧情。 但如果把这片「牛肉」从刘文祥的柜台里夹出来，再放回整个麻辣烫行业里看，「合成肉」，恐怕不是某一家门店的临时起意，而是一套已经运转多时、只是很少被认真摊开讲的默认规则。 据福建官媒《第一帮帮团》报道，厦门一家刘文祥门店的「肥牛卷」单品，在外卖平台标注为肥牛、牛肉，然而产品包装袋配料表上，写在第一位的却是鸭肉。还有漳州的一家刘文祥，同样出现了以鸭肉为原材料的蚝油肉片和肥牛卷。 剁椒Spicy调查发现，刘文祥的问题在麻辣烫，以及小火锅行业，并非个例。 在张亮麻辣烫的外卖页面， 「牛肉风味扒」的主料是鸭肉，「腌腊肉制片」的原料是鸡肉和鸭肉。 在杨国福麻辣烫，其单品「牛肉风味卷」的成分亦是鸭肉和牛油。 剁椒Spicy还注意到，个别门店其实是在 最近一段时间才在「牛肉」后面补加上了「风味」二字。 杨国福的另一些菜品，名称没有「风味」二字，名为「肥牛卷」、「羊肉卷」， 商品描述里也写也只有「牛肉」、「羊肉」，但不少消费者评价：不好吃，没有牛/羊肉味，吃起来不像牛肉，感觉是鸭肉或者大豆蛋白。 今年315，「牛肉丸里究竟有多少牛肉」的话题也冲上热搜，《经济观察报》报道： 市面上牛肉丸执行的行业标准仅要求牛肉含量≥8%即可，不少产品混入鸡肉、猪肉，靠添加剂调味，低价占据市场。 我们去吃火锅和麻辣烫时，吃到的究竟是什么肉，已经变得越来越模糊。 刘文祥、张亮、杨国福:「牛肉风味」的鸭肉在全行业广泛存在 在此前的媒体报道中，刘文祥的店员曾表示：「你说能给你纯牛肉吗？纯牛肉能卖这么便宜？牛肉都三四十一斤，我们才卖二十，你觉得有可能是纯的牛肉吗？」 这句话听起来像狡辩，却也影影绰绰地把这门生意的底牌翻到了台面上： 在二十多块钱一顿的麻辣烫里，「牛肉」到底该是什么肉？ 在刘文祥被315曝光后，北京、上海、西安、长沙、重庆等地的一部分门店在外卖页面已陆续下架了「肥牛卷」产品，但各个门店的动作并不统一。更多门店的做法，是 将「肥牛卷」「牛肉卷」更名为——「肥牛风味卷」「牛肉风味卷」，主料标注为鸭肉之后，继续售卖。 以北京为例，刘文祥三里屯店仍在售「肥牛风味卷」，但商品描述上写的是鸭肉。 而潘家园门店，名为「肥牛卷」的商...

济南市住房和城乡建设局18日发布《关于济南市高层次人才购房补贴调整情况的通告》。其中提出，A类人才实行“一人一策、一事一议”；B类人才购房补贴标准为购房金额(以购房网签备案金额为准，下同)的50%，最高100万元；C类人才购房补贴标准为购房金额的50%，最高70万元；D类人才购房补贴标准为购房金额的50%，最高40万元。符合条件的全日制博士、硕士研究生购房补贴标准分别为：引进的毕业5年内的博士15万元、硕士10万元(其中，“专精特新（885929）”民营企业引进的毕业5年内的博士25万元、硕士15万元)；“专精特新（885929）”民营企业引进的毕业5—10年内的博士10万元、硕士7万元。若上述补贴标准高于人才实际购房金额的25%，按实际购房金额的25%发放。

南向资金净卖出210.05亿港元 中东局势反复，外资避险情绪升温，南下资金大幅净卖出。港股三大指数呈现低开低走行情，且午后跌幅持续扩大，恒生科技指数一度大跌至3.2%，最终收跌2.48%，恒生指数、国企指数分别下跌0.88%及1.4%。 盘面上，权重科技股下挫大市承压十分明显，小米大跌8.6%，阿里巴巴大跌超6%；存储半导体芯片股集体下跌，龙头中芯国际跌近5%刷新阶段新低，并且录得4连跌行情；军工股、影视娱乐股、重型机械股、海运股、内房股、餐饮股、燃气股全天表现弱势。另一方面，机构指锂电产业链3月排产全面回升，龙头宁德时代大涨超8%并且刷新上市新高价；油价上行风险增加，霍尔木兹海峡长期受阻或将油价推升至历史高位，石油股普遍活跃，中国海洋石油同样创历史新高，国际金价回升，黄金股部分迎来反弹。 具体来看： 科网股持续疲软，小米跌超8%，阿里跌超6%，京东、美团、百度跌超1%。 半导体芯片多数走低，中芯国际、上海复旦跌超4%，硬蛋创新、澜起科技、宏光半导体、兆易创新、爱芯元智跌超3%。 影视娱乐股跌幅靠前，橙天嘉禾跌超17%，大麦娱乐跌超4%，猫眼娱乐、网易云音乐、腾讯音乐、乐华娱乐纷纷下跌。 军工股表现低迷，航天控股跌超12%，中航科工跌超2%，大陆航空科技控股、 中船防务跟跌。 港口运输股下跌，太平洋航运跌4.3%，中远海发、中远海控跌超2%，辽港股份、招商局港口、中远海能跟跌。 内房股普跌，富力地产跌超6%，远洋集团、万科企业、中国海外宏洋集团跌超3%，金辉控股、旭辉控股集团、建发国际集团、绿城中国、龙湖集团纷纷下跌。 锂电池股持续活跃，龙头宁德时代涨超8%，中创新航、赣锋锂业涨超5%，天能动力、天齐锂业涨超1%。 交银国际报告指出，3月锂电产业链排产已全面回暖，叠加节后“以旧换新”政策落地和新车发布，全年锂电池需求向好。瑞银分析，当前油价波动使电动车在全生命周期成本上的吸引力提升，可能刺激需求。同时，中东地缘冲突也进一步提振了海外储能市场的需求预期。 石油股部分上涨，中国海洋石油涨2.7%，中国石油股份涨1.68%，昆仑能源、中海油田服务跟涨。 体育用品股走高，李宁涨8.56%，特步国际涨3.9%，361度、裕元集团涨超1%。 黄金及贵金属股终见反弹，紫金黄金国际涨5.51%，胜龙国际、灵宝黄金涨超4%，万国黄金集团、中国白银集团、招金矿业涨超1%。 消息面上，贵...

格隆汇3月20日｜航天与国防技术公司Firefly Aerospace盘前涨8.45%报24.9美元。消息上，Firefly Aerospace报告称，2025年第四季度每股稀释净亏损为0.26，较一年前的7.86有所收窄，分析师预计每股亏损为0.49；收入激增至5770万美元，而一年前为903万美元。该公司预计2026年收入将在4.2亿至4.5亿之间。

Micron's Dip: A Great Chance to Buy Into the AI Memory Boom? The Globe and Mail

美以伊冲突继续发酵，特朗普称暂时不会与伊朗达成停火协议。这或将重塑全球资产定价逻辑，哪些方向会受到影响？一财大V热议。 美以伊冲突继续发酵，特朗普称暂时不会与伊朗达成停火协议。这或将重塑全球资产定价逻辑，哪些方向会受到影响？一财大V热议。

格隆汇3月20日｜银星能源(000862.SZ)今日涨停，换手率22.39%，成交额11.33亿元。龙虎榜数据显示，四家机构净卖出5702万元；游资“量化打板”位列买一、买五席位，净买入1.25亿元；“章盟主”位列买三席位，净买入5095万元。上榜席位全天买入3.15亿元，卖出1.29亿元，合计净买入1.85亿元。(格隆汇)

We can sum up Micron Technology's (MU 3.71%) fiscal 2026 second-quarter results in one word. And that word contains only three letters: "Wow." Usually, when a company delivers blowout earnings, issues highly optimistic guidance, and raises its dividend by 30% (yes, Micron is a dividend stock), its stock soars. However, Micron's shares declined after its Q2 update. Does this dip present a great chance to buy into the AI memory boom? Sell the news Investors have many adages. I think the most relevant one for the market reaction to Micron's Q2 update was, "Buy the rumor, sell the news." Make no mistake, though: Micron's news was spectacularly good. The memory chipmaker's revenue nearly tripled year over year and soared 75% quarter over quarter to $23.9 billion. Its earnings skyrocketed 8.7x year over year and 2.6x sequentially. Micron generated $6.9 billion in adjusted free cash flow, up from $857 million in the prior year period and $3.9 billion in the previous quarter. Micron's latest results set new all-time highs on nearly every key front. CEO Sanjay Mehrotra said that the company expects "significant records again in fiscal Q3." The company's guidance backed up his statement. Micron forecasts Q3 revenue of around $33.5 billion, a 41% increase from Q2. It projects adjusted earnings per share will jump roughly 57% quarter over quarter. Even with this astounding growth, Micron can't keep up with demand. Mehrotra confirmed in the earnings call that the company is still only able to fulfill no more than two-thirds of the medium-term demand for some of its key customers. Ordinarily, such a stellar update provides a tremendous catalyst for growth stocks (or any other kind of stocks, for that matter). However, Micron's shares had already risen by more than 60% year to date. Some investors seem to have taken advantage of the opportunity to lock in profits. Expand NASDAQ : MU Micron Technology Today's Change ( -3.71 %) $ -17.14 Current Price $ 444.59 Key Data Points Market ...

This year is turning out to be a chaotic one so far. The U.S. has caused a leadership change in Venezuela. Iran is blockading (at least partially) the Strait of Hormuz. Oil prices are soaring. Uncertainty reigns over the stock market. Such an environment is one where dividend stocks become increasingly attractive to many investors. Here are my picks for the smartest dividend stocks to buy with $2,000 right now. 1. AbbVie AbbVie (ABBV 0.95%) markets blockbuster drugs for autoimmune diseases, cancer, and neuroscience, among others. Do you think physicians will stop prescribing these therapies, and that patients will stop taking them, because of global uncertainty? Me either. Sure, AbbVie's share price can sometimes decline due to overall market volatility. However, the drugmaker's business is rock-solid. The reality is that AbbVie has already successfully faced the biggest challenge in its history. I'm referring to the patent cliff with the loss of patent exclusivity for its longtime best-selling product, Humira. Today, though, AbbVie is poised to deliver strong growth for years to come. Expand NYSE : ABBV AbbVie Today's Change ( -0.95 %) $ -1.99 Current Price $ 206.35 Key Data Points Market Cap $365B Day's Range $ 204.31 - $ 210.43 52wk Range $ 164.39 - $ 244.81 Volume 292K Avg Vol 6.6M Gross Margin 70.12 % Dividend Yield 3.22 % Autoimmune disease therapies Rinvoq and Skyrizi have taken the torch from Humira and run with it. These two drugs are already raking in annual sales higher than Humira's at its peak. AbbVie also has other rising stars, along with a promising pipeline, with around 60 programs in mid- and late-stage clinical testing. The company is a member of the Dividend Kings, an elite group of stocks that have increased their dividends for at least 50 consecutive years. Income investors should also like AbbVie's forward dividend yield of 3.3%. 2. Chevron It's not surprising that energy stocks are performing exceptionally well with surging oil prices. Some, ...

Key Points Micron's post-earnings sell-off appears to be primarily a case of investors selling the news to lock in profits. However, some could be concerned about potential issues that could hurt Micron. If Micron's CEO is right about AI becoming more memory-intensive, the stock should have more room to run. 10 stocks we like better than Micron Technology › We can sum up Micron Technology's (NASDAQ: MU) fiscal 2026 second-quarter results in one word. And that word contains only three letters: "Wow." Usually, when a company delivers blowout earnings, issues highly optimistic guidance, and raises its dividend by 30% (yes, Micron is a dividend stock), its stock soars. However, Micron's shares declined after its Q2 update. Does this dip present a great chance to buy into the AI memory boom? 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 » Sell the news Investors have many adages. I think the most relevant one for the market reaction to Micron's Q2 update was, "Buy the rumor, sell the news." Make no mistake, though: Micron's news was spectacularly good. The memory chipmaker's revenue nearly tripled year over year and soared 75% quarter over quarter to $23.9 billion. Its earnings skyrocketed 8.7x year over year and 2.6x sequentially. Micron generated $6.9 billion in adjusted free cash flow, up from $857 million in the prior year period and $3.9 billion in the previous quarter. Micron's latest results set new all-time highs on nearly every key front. CEO Sanjay Mehrotra said that the company expects "significant records again in fiscal Q3." The company's guidance backed up his statement. Micron forecasts Q3 revenue of around $33.5 billion, a 41% increase from Q2. It projects adjusted earnings per share will jump roughly 57% quarter over quarter. Even with this astounding growth, Micron can't keep up with ...

After a roughly 2.5-year bull market, the Trump administration's tariffs have crushed the market, leading to significant volatility. Investors seem to be living and dying by the daily news cycle, with the Dow Jones Industrial Average experiencing multiple 1,000-point moves in April. In times of such uncertainty, it can be a good idea to look for stocks that generate reliable and consistent passive income through dividends, so you can worry less about the stock price in the near term. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Here are the smartest dividend stocks to buy with $2,000. 1. Realty Income -- 5.5% dividend yield The real estate investment trust (REIT) Realty Income (NYSE: O) calls itself "The Monthly Dividend Company." While that may sound cocky to some, it lives up to the title. Not only does Realty Income pay a high 5.5% dividend yield, but it also recently paid its 658th consecutive monthly dividend and has increased its dividend for 30 straight years. Realty Income has a portfolio of more than 15,600 properties. It's a triple net lease operator, which means that the company rents properties out to tenants that cover costs including maintenance, property taxes, and insurance. For the landlords, the setup seems like a no-brainer. It can also be beneficial for the renters because they have more freedom to customize the properties and may also be able to negotiate lower rents or longer rental contracts for taking on the added responsibility and costs. Realty Income operates properties in all 50 states in the U.S., the United Kingdom, and several other countries in Europe. It also focuses on renting its properties to businesses that are nondiscretionary, low price point, and service oriented -- think convenience, grocery, home improvement, and dollar stores. The company has also been expanding into other burgeoning sectors such as gaming and data centers, which are...

【金融法草案向社会公开征求意见】2026年3月20日，司法部、中国人民银行、金融监管总局、中国证监会、国家外汇局在门户网站公布《中华人民共和国金融法（草案）》（以下简称草案），向社会公开征求意见。 制定金融法，是党中央作出的重要决策部署。作为我国金融领域第一部管总的基础性法律，草案坚持以习近平新时代中国特色社会主义思想为指导，深入贯彻习近平总书记关于金融工作的重要指示批示和中央金融工作会议精神，坚定不移走中国特色金融发展之路，全面加强金融监管，防范化解金融风险，推动金融高质量发展，着力解决制约我国金融高质量发展的突出问题，更好发挥法治固根本、稳预期、利长远的保障作用。 草案共11章95条，全面总结吸收党的十八大以来我国金融法治建设成果和经验，立足新时代新征程面临的新任务新要求，把党中央对金融工作的决策部署、理论创新和金融管理实践中形成的改革成果、有效做法转化为全行业和全社会共同遵守的法律规范，为加快建设金融强国提供坚实法治保障。草案主要规定了以下内容：一是明确金融工作方向性总体性要求。强调坚持和加强党中央对金融工作的集中统一领导，坚持以人民为中心。确立建设金融强国、有力支撑以中国式现代化全面推进中华民族伟大复兴的立法目的。鲜明体现“中国特色金融发展之路”“中国特色现代金融体系”等要求。二是建设现代中央银行制度。围绕推动建设现代中央银行制度，进一步明确中央银行职能定位，不断完善科学稳健的货币政策体系，积极推动构建宏观审慎管理体系，维护人民币币值稳定和金融稳定。三是规范金融机构行为活动。对金融机构准入、经营、退出实施全周期管理。明确金融机构及其分支机构设立、重大事项变更须经批准。四是提升金融产品和服务规范性。围绕推动建设多样化专业性的金融产品和服务体系，强化合规性管理，满足实体经济和人民群众多层次多样化金融服务需求，严厉打击财务造假等行为。五是优化金融市场体系功能。明确金融市场基本功能、交易原则，健全金融市场稳定机制。建立健全金融基础设施运营主体风险管理制度，强化金融基础设施履约保障。六是全面加强金融监管。明确金融各领域监管职责和央地监管分工，并建立兜底监管机制，实现监管全覆盖。完善金融消费者、投资者权益保护体制机制。同时，对监管协同、履职保障和追责问责提出明确要求。七是健全金融风险处置机制。坚持市场化法治化风险处置原则，着力完善金融风险处置机制，牢牢守住不发生系统性金...