Swiss to vote on right-wing push to slash licence fee for public broadcaster The move is backed by the right-wing Swiss People's Party, which says the current fee is unjustified because of the high cost of living.

爱诗科技完成 3 亿美元C轮融资 2026-03-12 14:10:23 来源： 同花顺7x24快讯 分享 文章提及标的 三七互娱 -- 中国儒意 -- 3月12日，AI视频生成企业爱诗科技宣布完成3亿美元C轮融资，由鼎晖香港基金、鼎晖VGC、鼎晖百孚领投，产业投资人中国儒意（HK0136）、三七互娱（002555），投资机构亦庄国投、众为资本、国泰君安创新投资等共同参与。(第一财经)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on February 26th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s): Sold $1,001 - $15,000 in shares of Thermon Group NYSE: THR on 3/2/2026. on 3/2/2026. Purchased $1,001 - $15,000 in shares of Federal Signal NYSE: FSS on 3/2/2026. on 3/2/2026. Sold $1,001 - $15,000 in shares of Uber Technologies NYSE: UBER on 2/24/2026. on 2/24/2026. Sold $1,001 - $15,000 in shares of Robinhood Markets NASDAQ: HOOD on 2/24/2026. on 2/24/2026. Purchased $1,001 - $15,000 in shares of Micron Technology NASDAQ: MU on 2/24/2026. on 2/24/2026. Sold $1,001 - $15,000 in shares of Oracle NYSE: ORCL on 2/24/2026. on 2/24/2026. Purchased $1,001 - $15,000 in shares of Champion Homes NYSE: SKY on 2/23/2026. on 2/23/2026. Sold $1,001 - $15,000 in shares of Tri Pointe Homes NYSE: TPH on 2/23/2026. on 2/23/2026. Sold $1,001 - $15,000 in shares of Xiaomi OTCMKTS: XIACF on 2/20/2026. on 2/20/2026. Sold $1,001 - $15,000 in shares of The Descartes Systems Group NASDAQ: DSGX on 2/18/2026. Get TSM alerts: Sign Up Taiwan Semiconductor Manufacturing Stock Up 2.1% NYSE TSM opened at $354.35 on Thursday. The business's fifty day simple moving average is $345.96 and its 200-day simple moving average is $304.58. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The firm has a market cap of $1.84 trillion, a PE ratio of 33.27, a P/E/G ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20. Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Repor...

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Oracle Corporation (NYSE:ORCL). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in Oracle stock on February 24th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s): Sold $1,001 - $15,000 in shares of Thermon Group NYSE: THR on 3/2/2026. on 3/2/2026. Purchased $1,001 - $15,000 in shares of Federal Signal NYSE: FSS on 3/2/2026. on 3/2/2026. Purchased $1,001 - $15,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 2/26/2026. on 2/26/2026. Sold $1,001 - $15,000 in shares of Uber Technologies NYSE: UBER on 2/24/2026. on 2/24/2026. Sold $1,001 - $15,000 in shares of Robinhood Markets NASDAQ: HOOD on 2/24/2026. on 2/24/2026. Purchased $1,001 - $15,000 in shares of Micron Technology NASDAQ: MU on 2/24/2026. on 2/24/2026. Purchased $1,001 - $15,000 in shares of Champion Homes NYSE: SKY on 2/23/2026. on 2/23/2026. Sold $1,001 - $15,000 in shares of Tri Pointe Homes NYSE: TPH on 2/23/2026. on 2/23/2026. Sold $1,001 - $15,000 in shares of Xiaomi OTCMKTS: XIACF on 2/20/2026. on 2/20/2026. Sold $1,001 - $15,000 in shares of The Descartes Systems Group NASDAQ: DSGX on 2/18/2026. Get Oracle alerts: Sign Up Oracle Price Performance Shares of NYSE:ORCL opened at $163.30 on Thursday. The company has a market capitalization of $469.18 billion, a P/E ratio of 29.32, a P/E/G ratio of 1.32 and a beta of 1.66. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The firm's 50 day simple moving average is $167.26 and its two-hundred day simple moving average is $219.04. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The enter...

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Micron Technology, Inc. (NASDAQ:MU). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $1,001 and $15,000 in Micron Technology stock on February 24th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s): Sold $1,001 - $15,000 in shares of Thermon Group NYSE: THR on 3/2/2026. on 3/2/2026. Purchased $1,001 - $15,000 in shares of Federal Signal NYSE: FSS on 3/2/2026. on 3/2/2026. Purchased $1,001 - $15,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 2/26/2026. on 2/26/2026. Sold $1,001 - $15,000 in shares of Uber Technologies NYSE: UBER on 2/24/2026. on 2/24/2026. Sold $1,001 - $15,000 in shares of Robinhood Markets NASDAQ: HOOD on 2/24/2026. on 2/24/2026. Sold $1,001 - $15,000 in shares of Oracle NYSE: ORCL on 2/24/2026. on 2/24/2026. Purchased $1,001 - $15,000 in shares of Champion Homes NYSE: SKY on 2/23/2026. on 2/23/2026. Sold $1,001 - $15,000 in shares of Tri Pointe Homes NYSE: TPH on 2/23/2026. on 2/23/2026. Sold $1,001 - $15,000 in shares of Xiaomi OTCMKTS: XIACF on 2/20/2026. on 2/20/2026. Sold $1,001 - $15,000 in shares of The Descartes Systems Group NASDAQ: DSGX on 2/18/2026. Get Micron Technology alerts: Sign Up Micron Technology Trading Up 3.9% Shares of Micron Technology stock opened at $418.69 on Thursday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The business's 50 day moving average is $386.74 and its 200-day moving average is $268.56. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The stock has a market cap of $471.24 billion, a P/E ratio of 39.80 and a beta of 1.50. Micron Technology (NASDAQ:MU - Get Free Report) last released its quarterly earnings data on Wednesday, December 17th. Th...

In this article Follow your favorite stocks CREATE FREE ACCOUNT The energy price shock that followed Russia's invasion of Ukraine four years ago is fresh in the minds of European policymakers as the conflict in Iran once again drives oil and gas prices higher. Experts, however, think this time could be different. Fears of a full-blown energy crisis on that scale — which saw oil top more than $120 a barrel by June 2022, gas prices soar, household energy bills rise, and eurozone inflation hit a record 9% — may yet be overblown, according to investment strategists. Brent crude , the global oil benchmark, has retreated from the near-$120 per barrel seen earlier in the week, as the International Energy Agency agreed on Wednesday to release a record 400 million barrels of oil from its emergency reserves. European natural gas prices, as measured by the Dutch TTF futures benchmark, also pulled back from a three-year high of 63.77 euros per megawatt-hour and were last seen under 50 euros per MWh on Wednesday. 'Eerily familiar' James Smith, developed markets economist focusing on the U.K. at ING, said that while the initial energy price reaction appears "eerily familiar" to the start of the Ukraine invasion, the global economic picture looks very different from the 2022 shock. "The 2022 energy crisis landed on a global economy that was ripe for inflation to take off. Supply chains were fractured, job markets tight, and fiscal policy was fueling the fire. All of that, to varying degrees, is less true today," Smith said in a note. Stock Chart Icon Stock chart icon Brent crude. The impact on Europe's inflation trajectory hinges on the duration of the conflict, analysts say. The ongoing shutdown of Qatari production of liquefied natural gas (LNG) — which accounts for almost a fifth of global LNG supply — and attacks on vessels in and near the critical Strait of Hormuz could disrupt oil and gas stocks in Europe for longer. Qatar has emerged as a key source of LNG supply to Europe,...

Dunblane: How Britain Banned Handguns 9pm, BBC Two A former PE teacher talks with startling calmness as she opens this documentary by recalling 13 March 1996, the day a gunman entered a Dunblane primary school gym and rapidly fired at the adults and children there. It remains the deadliest firearms atrocity in the UK. Parents of the victims, TV presenter Lorraine Kelly, the former prime minister Tony Blair and others help to tell the story of the campaign that followed to outlaw private handguns. “There’s an assumption that this horrific thing happened and guns were banned,” says Kelly. “It didn’t happen like that.” Hollie Richardson Tonight: Spring Clean – Keep, Chuck Or Cash In? 7.30pm, ITV1 It’s time for the big annual clearout, and that is either very welcome news or a total headache for those living with “stress-inducing clutter” – which, according to this report, is nearly half of us in the UK. Can decluttering be good for your mental health? And what should you do with all that stuff? Helpful tips are here. HR Dragons’ Den 8pm, BBC One Even after approximately 5,000 years on TV, Dragons’ Den still finds new ways to surprise us. This week, there’s a man in a chicken costume with an unusual idea for getting people out of the house, while beauty entrepreneur Jenna Meek proves a welcome regular addition to the panel. Hannah J Davies Britain’s Countryside Killer: True Crime Presents 9pm, ITV1 The true-crime strand continues with the examination of a case that was one of Scotland’s most mysterious unsolved murders until a documentary helped to catch the killer. Ian Packer was found guilty of killing 27-year-old Emma Caldwell, but how did he evade justice for years? HR Alexander Armstrong in India 9pm, Channel 5 The traveller is in colourful Jaipur and the first thing he does is fuel up on … McDonald’s! Then he learns more about the old Pink City and shops for diamond jewellery for his wife at a jeweller’s that counted Diana, Princess of Wales and Gwyneth Paltrow as...

J Studios/DigitalVision via Getty Images Performance Drivers The U.S. stock market produced solid returns in the fourth quarter, with the S&P 500 ® continuing to reach all-time highs despite slightly negative returns in December that snapped a streak of seven consecutive months of positive returns. The strongest sectors in the market included health care, communication services, and materials, while real estate, utilities, and energy lagged. Meanwhile, the artificial intelligence (AI) investment narrative remained a dominant market driver. Sentiment was not entirely positive, however, with increasing investor scrutiny surrounding the circular nature of the AI infrastructure funding environment and the future growth trajectory of AI companies. While we were encouraged to see the market start to broaden in November and December, the fourth quarter remained a narrow market overall, with returns largely driven by a handful of mega-cap technology stocks with direct exposure to AI. In contrast, the broader market was much weaker, with almost 60% of the Russell 1000 ® Growth constituents posting negative returns, while the equally weighted average for the Index declined 1.3% in the fourth quarter. The beginning of 2025 through April 8 (the first sixty-six trading days of the year) saw the S&P 500 decline 15.3%, the fourth worst start to a year over a similar period since 1926. Thereafter the Index gained a remarkable 37.4% through the end of the year, one of the greatest market comebacks in history. However, the stock market performance was very narrow, driven predominantly by a handful of mega-cap technology stocks. While the Russell 1000 ® returned 17.4% in 2025, excluding these Magnificent 7 stocks, the Index returned 9.0%. The performance was even more stark in the Russell 1000® Growth, which returned 18.6%, but only 4.9% excluding the Magnificent 7. Top Contributors/Detractors The largest individual positive contributors included Alphabet, Cardinal Health, and Applied...

rawintanpin/iStock via Getty Images Market Review North America Despite the strong start to 2026, the U.S. real estate investment trust (REIT) still trades at an approximate 5% discount to NAV, an attractive valuation relative to its long-term average of a 1-2% discount. Moreover, we continue to see increase capital flowing to core commercial real estate, suggesting upside potential to net asset values (NAVs) and greater potential discount on a look forward basis. Meanwhile, the favorable supply/demand dynamics should support over 6.5% funds from operation (FFO) growth in 2026, improving to nearly 7% in 2027. While still lagging the likely double-digit earnings per share (EPS) growth expected by the broader S&P 500, the growth gap is narrowing. Despite the improving growth profile of REITs, the sector has suffered a 4% contraction in multiple since the end of 2019 vs. a 20% expansion in multiples for the S&P 500. In our opinion, this positions REITs well to benefit from any reversion movement, although timing is always difficult to forecast. We expect private equity to remain active in the U.S. REIT market in 2026. In 2025 the market witnessed six take-private transactions at an average 28% premium to prior unaffected REIT stock prices. These deals were spread across the apartment, office and industrial sector. Most deals in 2025 were smaller in size with some value-add component. As core capital returns to commercial real estate market, we expect to see larger transactions if the current valuation discount does not improve. To this end, we saw Brookfield ( BN ) announce the privatization of industrial REIT Peakstone Realty Trust ( PKST ) in January at a 36% premium to its public stock price. Regarding our allocation strategy, we remain overweight in senior housing and data centers, expecting sustained growth from ongoing demographic shifts and the continued expansion of AI and cloud computing. While senior housing REITs were handily rewarded for their growth in 202...

3月12日至14日，2026年上海商业航天（886078）大会暨展览会在上海浦东国际博览中心举行，由中国航天科技（000901）集团上海航天技术研究院研制的多款新型航天产品集中亮相。卷绕式柔性太阳翼作为新一代轻量化、高收纳比、高效率空间能源（850101）系统，正以创新设计打破行业瓶颈，为卫星能源（850101）供给提供全新解决方案。此次展出的四维高景一号03、04星采用双星协同的在轨运行方式。这种合成孔径雷达卫星双星协同，最大的难点在于让两颗卫星的“眼睛”始终保持高度同步。在500公里的轨道高度上，卫星以最小200米的间距并肩飞行，同时实现载荷发射与接收在时间、空间、相位上的“三同步”。这一技术难度，堪比两架超声速飞机编队飞行时，还要保证相机快门丝毫不差地同步触发，是对双星稳定性和安全性的极致考验。此外，四维高景三号01、02星可以在0.5米分辨率的极致清晰下，实现了133公里的成像幅宽。卫星一次过顶，就能完整获取从南通到杭州、覆盖上海全域的高清影像，单轨最大采图面积超过54万平方公里。过去需要多颗卫星、数天时间拼接才能完成的区域观测任务，如今一颗卫星一次过境即可完成。(央视新闻)

格隆汇3月12日｜私募市场投资公司Hamilton Lane在其2026年市场展望报告中表示，人工智能正成为投资回报最重要的驱动因素。该公司认为，相较于人工智能对市场的结构性影响，市场对关税、利率和美元的担忧可能被夸大了。报告指出，尽管目前仍处于早期阶段，但人工智能投资迄今为止的表现并不像典型的泡沫，因为大部分支出来自拥有庞大资产负债表和现金流的公司。报告补充称，公开市场似乎高度依赖于大型语言模型，而私募市场则覆盖了人工智能生态系统中更广泛的领域。报告称，更长时间保持私有状态的人工智能相关公司，其收益很可能会累积到私人投资者手中。

金融风险化解已全面进入“存量出清、增量遏制”的攻坚期，这不仅是工作重心的调整，更是金融治理从局部修补向系统重塑的政策信号。 2026年政府工作报告将化险工作排序后移，表述也从“积极防范”转向“稳妥化解”。这一调整释放了何种信号？如何筑牢金融安全底线、提升金融服务的普惠性与精准度？ 日前，全国政协委员、湖南省政府副省长王俊寿在接受第一财经记者采访时表示， 金融风险防控从“防范”转向“化解”，标志着风险化解已全面进入“存量出清、增量遏制”的攻坚期，这不仅是工作重心的调整，更是金融治理从局部修补向系统重塑的政策信号。 湖南省以“刀刃向内”的决心推动风险从“控制住”向“消灭掉”根本转变。 化解中小金融机构风险是防范化解金融领域风险的关键性工作。王俊寿建议，推动专项债常态化发行，建立稳定外源补充渠道。在国家金融监管部门指导下，以省级为单位常态化发行中小银行专项债。 采访中，围绕新就业群体，尤其是货车司机、网约车司机、出租车司机、快递员和家政员（下称“三车两员”）群体保险保障与实体经济发展等重点话题，王俊寿也提出相关建议。 第一财经：新就业群体，尤其是“三车两员”群体在保险保障、金融服务等方面存在哪些难题？金融领域可提供哪些精准化、普惠化支持？ 王俊寿：当前，金融服务在“三车两员”等新就业群体领域存在“保障适配性不足、融资可得性偏低、服务便捷度不够”三大短板。 从保险保障看，一是“三车两员”群体面临劳动关系认定难的困境，难以被纳入国家法定社会保险（如工伤保险），二是保险产品存在制度性缺陷，传统险种与灵活就业形态脱节，与群体“日结周清”的收入模式错配，这些都降低了该群体的参保意愿。 从融资服务看，“三车两员”群体缺乏传统抵押物和规范收入证明，金融机构难以精准画像。 从服务便捷看，线下服务网点与群体工作时间错位、线上操作门槛偏高，制约金融服务的触达效率。 需依托协同机制，打通数据壁垒、落实政策支持，通过试点先行、迭代优化，让金融服务真正贴合“三车两员”群体需求。 具体而言，金融机构需聚焦产品、服务、风控三大维度，推出适配性创新举措。在保险保障方面，针对“三车两员”群体推出骑手险、购车贷等专属金融产品。比如，开发“按单、按日、按里程”计费的专属险种；在信贷融资领域，打破数据壁垒，接入接单记录、收入流水、履约情况等核心数据，创新“随借随还、按日计息”模式；服务模式上，将金融服务融入网约...

Standard Bank Group Ltd. , Africa’s biggest lender by assets, reported record profit as a growing client base bolstered fee and commission income, and as market volatility drove trading revenue. Headline earnings for the year climbed 10.5% to 49.2 billion rand ($2.9 billion), the Johannesburg-based lender said. That compares with the 48.2 billion rand median estimate compiled by Bloomberg. The lender declared a final dividend of 8.78 rand per share, bringing the total payout for the year to a record 16.95 rand. Sign up here for the daily Next Africa newsletter , and subscribe to the Next Africa podcast on Apple , Spotify or anywhere you listen .

“龍蝦”概念港股跌幅擴大：智譜跌7%、MINIMAX及商湯等跌4% 觀點網

“龍蝦”概念港股跌幅擴大：智譜跌7%、MINIMAX及商湯等跌4% 觀點網

A UN-backed panel of independent experts focusing on racial discrimination says racist hate speech by US President Donald Trump and other American political leaders, along with a crackdown on immigration in the United States, have led to “grave human rights violations”. The Geneva-based Committee on the Elimination of Racial Discrimination issued its decision Wednesday and urged the US to suspend immigration enforcement operations at, and near, schools, hospitals, and faith-based institutions. The decision, made under the committee’s early warning protocol, was not legally binding but seeks to hold a country - in this case, the United States - to its own international commitments. Advertisement The committee said it also was “deeply disturbed” by the use of derogatory and dehumanising language around migrants, refugees and asylum seekers. Committee members attributed a reported rise in racial discrimination to “racist hate speech” targeting those groups but did not point to any specific data. Besides speech, there was also concern about the impact of politicians and other public figures weaponising stereotypes to incite hate crimes and discrimination. Federal agents detain a protester in Minneapolis on February 3, 2026. Photo: AFP “Portraying them as criminals or as a burden, by politicians and influential public figures at the highest level, particularly the President,” the committee said in a news release, “may incite racial discrimination and hate crimes.”

騰訊控股(00700)出現大手賣出1.1萬股，成交價$546.5，涉資601.15萬 AASTOCKS.com

日本高市內閣再上任不足一個月 有閣員捲婚外情醜聞公開致歉 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】日本首相高市早苗的內閣再上任不夠一個月，有閣員捲入醜聞，被揭發曾有婚外情，在國會公開致歉。 日本文部科學大臣松本洋平：「這次周刊報道了我的事情，首先想向大家致歉，真的很抱歉。事情還牽涉另一方，要說明很困難，希望大家理解。這件事情並非關於現在的，而是過去的階段。我和太太、親人談論了許多，當時太太對我嚴加斥責，我也誠摯為事件道歉並獲接受，在家庭內解決了，事情就是這樣。」 松本又承認曾邀請「出軌」對象到國會辦公室，但否認有違規行為。在野黨議員質問他會否為事件辭職，並指其職務涉及教育，事件可能對青少年有不良影響，松本表明想留任；高市則指希望這位大臣盡忠職守、做好工作。

格隆汇3月12日｜A股市场AI应用概念股普跌，其中，浩云科技跌超15%，恺英网络、华如科技、荣旗科技跌超6%，众诚科技、中科通达跌超5%，博睿数据、华胜天成、卓易信息、普元信息跌超4%，君逸数码、金现代、岩山科技、深圳瑞捷、深信服、流金科技、蓝色光标跌超3%。 消息面上，近期开源AI智能体OpenClaw(俗称“龙虾”)异常火爆。摩根士丹利发表报告，表示对OpenClaw相关产品能否现阶段在中国获得大规模采用存疑，指该框架目前仍是实验性质的自主智能体(autonomous agent)框架，而非可供消费者直接使用的成熟应用程式。以其目前的型态来看，易用性、可靠性与安全性方面的挑战仍是重大的障碍。 国家互联网应急中心发布了关于OpenClaw安全应用的风险提示，其中提及“对于金融、能源等关键行业，可导致核心业务数据、商业机密和代码仓库泄露，甚至会使整个业务系统陷入瘫痪，造成难以估量的损失。” 此外，中国信息通信研究院专家也再次提示，尽管“龙虾”智能体已经更新到最新版本，能修复已知的安全漏洞，但并不意味着完全消除安全风险。此前，工业和信息化部网络安全威胁和漏洞信息共享平台已经发布过相关安全风险提示。

Oil surged above $100 on the evacuation of ships from an Oman facility and a halt of operations at Iraqi terminals. (Source: Bloomberg)

格隆汇3月12日丨根据以色列第12频道，目前没有关于伊朗最高领袖穆杰塔巴·哈梅内伊状况的确凿消息。

供应方面，地缘冲突持续，霍尔木兹海峡仍处于封锁状态，原油供应担忧进一步发酵，并引发国内外炼厂、化工（850102）行业陆续遭遇不可抗力，减停产频发。加之目前亚洲PX装置陆续进入传统春检阶段，上周亚洲和国内PX负荷均下降。后续海内外仍有多套装置计划检修，PX开工将继续下滑。 需求方面，下游需求季节性回升，聚酯和终端织造开工逐步恢复中。 总之，地缘冲突仍在继续，霍尔木兹海峡封锁时间或超预期，引发市场对能源（850101）供应中断的担忧，化工（850102）行业减停产频发。下游开工逐步恢复中，PX供需边际改善，建议多单持有，关注原油价格走势、装置检修力度及下游开工恢复进度。(首创期货)

格隆汇3月12日｜天味食品(603317.SH)跌近5%，报12.13元创逾四个月新低，总市值129.1亿元。天味食品公告，2025年营业收入34.49亿元，同比下降0.79%；净利润5.7亿元，同比下降8.79%。公司拟以参与权益分派的总股本10.58亿股为基数，向全体股东每股派发现金红利0.55元(含税)，拟派发现金红利5.82亿元(含税)，现金分红总额5.98亿元，占本年度净利润的105.03%。(格隆汇)

格隆汇3月12日｜东兴证券研报指出，山东药玻2025年实现营业收入44.74亿元，同比下降8.78%；归属于母公司股东净利润为6.90亿元，同比下降26.87%。行业需求低迷影响公司各个产品，导致营业收入均同比下滑。产品结构优化和自动化等提升毛利率，静待需求恢复。医药行业需求虽然阶段性受到医保支付改革全面落地和集采的影响，但老龄化在中国是长期趋势，随着医保支付覆盖完成和集采的进一步推进，医药长期需求将逐步得到恢复。考虑到公司产品优化、技术创新、自动化推进，以及实控人变更后带来协同发展，维持公司“强烈推荐”评级。

外卖食品安全始终是社会关注焦点。近日，美团大模型“星眸”全面升级，应用范围从主要聚焦后厨识别，扩展到商家入驻审核、门店真实性核验、后厨环境预警等多个环节。一个覆盖全流程的智能、主动的食安治理体系正加速建成。

Apple's (AAPL 0.01%) business has been in a bit of a lull over the past few years. There were questions surrounding its AI strategy (there still are), and its ability to sell more products. Its revenues have ranged from mid-single-digit percentage growth to actual contraction, and investors started to question whether it had lost its status as a market leader. Over the past few months, though, Apple's stock has rallied, causing it to potentially regain market-leading status. But will this upswing persist? Apple's lack of AI spending is attractive to some investors Apple's business is fairly easy to comprehend. It sells consumer tech that's simple to use. That simplicity has helped make it the most popular tech brand in the U.S., and it has created a loyal user base. However, that loyalty has come into question over recent years as its competitors have launched several AI features for their smartphones that the iPhone doesn't have. While this hasn't led to a mass exodus from Apple's ecosystem yet, there could come a day when a game-changing feature is debuted that causes that to occur. Expand NASDAQ : AAPL Apple Today's Change ( -0.01 %) $ -0.02 Current Price $ 260.81 Key Data Points Market Cap $3.8T Day's Range $ 259.55 - $ 262.13 52wk Range $ 169.21 - $ 288.62 Volume 26M Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.40 % However, Apple's far lower AI-related spending is actually what may make it an attractive option in this market. The AI sector's momentum flagged in August 2025, and it's still facing headwinds. Nvidia (NVDA +0.64%), the most popular AI stock, has gained a mere 5.5% since then, while Apple is up almost 30%. This shows that investors may be looking for safe-haven investments that are less exposed to AI-related spending -- and Apple's capital expenditures have stayed low while those of its big tech peers have exploded. Some investors today feel far more comfortable investing in a known business like Apple than they do investing in some of the hyp...

RESULTATS ANNUELS 2025 Objectifs d’EBITDA et de capacité atteints Avec SPRING : activités recentrées, organisation allégée et réduction du nombre de pays Résultats annuels 2025 Chiffre d’affaires : +16% à taux de change constants à 588 millions d’euros, notamment porté par la croissance des Services pour clients tiers (+70%) EBITDA : 211,3 1 millions d’euros en ligne avec l’objectif annoncé en septembre 2 (entre 200 et 220 millions d’euros), stable à taux de change constants par rapport à 2024, intégrant les impacts de l’écrêtement au Brésil millions d’euros en ligne avec l’objectif annoncé en septembre (entre 200 et 220 millions d’euros), stable à taux de change constants par rapport à 2024, intégrant les impacts de l’écrêtement au Brésil Perte nette (part du groupe) : à -128,1 millions d’euros sous l’effet de la part exceptionnelle liée au plan de transformation SPRING (-103 millions d’euros) composée de (i) l’abandon des projets non rentables du pipeline, (ii) les impacts du recentrage géographique ainsi que sur les activités principales de Voltalia, et (iii) des coûts de transformation et de restructuration liés au plan SPRING, et d’autre part, sous l’effet de l’écrêtement (-36 millions d’euros). Hors éléments exceptionnels, le résultat net aurait été de -25 millions d’euros, dont +15 millions d’euros au second semestre Atteinte de l’objectif de capacité 2025 Atteinte de l’objectif de capacité en exploitation et en construction : 3,6 gigawatts (+9%) dont 2,9 gigawatts en exploitation (+16%), notamment grâce aux mises en services (+408 mégawatts) et aux lancements de nouveaux chantiers (+305 mégawatts) Production d’énergie : 4,9 térawattheures en progression de 4% malgré les impacts de l’écrêtement au Brésil, un peu en dessous de l’objectif de 5,2 térawattheures. A noter que comme annoncé3, la loi n°15 269, votée au Brésil en novembre, prévoit le remboursement3 relatif aux écrêtements de fiabilité du réseau soit pour Voltalia une estimation de plus de 20 millions...

2025 full year results EBITDA and capacity targets achieved With SPRING: activities refocused, leaner organization and reduction in the number of countries 2025 full year results Turnover: +16% at constant exchange rates to 588 million euros, driven in particular by growth in third-party Services (+70%) EBITDA: 211.3 1 million euros in line with the target announced in September 2 (between 200 and 220 million euros), stable at constant exchange rates compared to 2024, including the impacts of curtailment in Brazil million euros in line with the target announced in September (between 200 and 220 million euros), stable at constant exchange rates compared to 2024, including the impacts of curtailment in Brazil Net loss (group share): at -128.1 million euros due to the exceptional effects related to the SPRING transformation plan (-103 million euros) composed of (i) the write-off of unprofitable projects from the pipeline, (ii) the impact of the geographical refocusing as well as on Voltalia's core activities, and (iii) the transformation and restructuring costs related to the SPRING plan, and under the effect of curtailment (-36 million euros). Excluding exceptional items, net result would have been -25 million euros, including +15 million euros in the second half of the year Achieving the 2025 capacity target Achievement of the capacity target in operation and under construction: 3.6 gigawatts (+9%), including 2.9 gigawatts in operation (+16%), thanks in particular to commissioning (+408 megawatts) and the launch of new construction sites (+305 megawatts) Energy production: 4.9 terawatt hours, up +4% despite the impact of curtailment in Brazil, slightly below the target of 5.2 terawatt hours. It should be noted that as announced3, Law No. 15,269, passed in Brazil in November, provides for the reimbursement3 of network reliability curtailment, i.e. for Voltalia an estimate of more than 20 million euros SPRING: a transformation initiated in 2025 with an acceleration pla...