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中国出口高增背后的两个故事

财新 📅 03/11 08:09
中国出口延续强劲韧性,既是全球制造业周期阶段性修复与春节错位效应叠加形成的短期脉冲,也反映出中国出口增长逻辑正在发生深层结构性转变 江苏扬州,扬州港景象。图:视觉中国 3月10日海关总署公布,2026年前两个月,按美元计价,中国货物贸易出口6566亿美元,同比增长21.8%;货物贸易进口4430亿美元,同比增长19.8%。 中国出口延续强劲韧性,实现超预期开门红。这一表现既是全球制造业周期阶段性修...

MPs demand urgent action on London grooming gangs

BBC News 📅 03/11 08:09
A spokesperson for Sir Sadiq said: "The mayor is clear that the Met Police must follow the evidence wherever it leads and he will continue to ensure it does everything possible to tackle all child sexual exploitation in the capital, including grooming gangs, to build a safer London for everyone."

Form 13D/A GENCO SHIPPING & TRADING LTD For: 10 March

Investing 📅 03/11 08:09

H.G. Infra Engineering (BSE:541019) Price Target Decreased by 14.96% to 1,198.14

Nasdaq 📅 03/11 08:09
The average one-year price target for H.G. Infra Engineering (BSE:541019) has been revised to ₹ 1,198.14 / share. This is a decrease of 14.96% from the prior estimate of ₹ 1,408.88 dated February 3, 2026. The price target is an average of many targets provided by analysts. The latest targets range from a low of ₹ 727.41 to a high of ₹ 2,075.42 / share. The average price target represents an increa...

格隆汇3月11日|布伦特原油下跌1%,现报88.13美元/桶。

格隆汇 📅 03/11 08:08
格隆汇3月11日|布伦特原油下跌1%,现报88.13美元/桶。

中信建投:云厂商资本开支持续上修 PCB大周期仍在上行

格隆汇 📅 03/11 08:08
格隆汇3月11日|中信建投研报指出,受益AI推动,全球PCB行业迎来新一轮上行周期。云厂商资本开支持续上修,拉动AI服务器、存储设备、网络设备采购。AI服务器、网络设备、存储设备拉动主板、交换板、存储卡、电源板等PCB需求,常规消费电子产品中PCB成本占整体成本5-8%。根据中信建投谨慎测算,2025年GPU+ASIC服务器对应PCB市场空间超400亿,2026年对应市场空间超900亿,增速已经翻...

格隆汇3月11日|现货白银向下跌破88美元/盎司,日内下跌0.42%。

格隆汇 📅 03/11 08:08
格隆汇3月11日|现货白银向下跌破88美元/盎司,日内下跌0.42%。

格隆汇3月11日|日经225指数向上触及55000点,最新报55005.33点,日内上涨1.4%

格隆汇 📅 03/11 08:08
格隆汇3月11日|日经225指数向上触及55000点,最新报55005.33点,日内上涨1.4%

Historic financing to fuel AI investment! Amazon (AMZN.US) plans to raise nearly $500 billion through bond issuance. - 富途牛牛

Google 📅 03/11 08:08 AMZN.O
Historic financing to fuel AI investment! Amazon (AMZN.US) plans to raise nearly $500 billion through bond issuance. 富途牛牛

Wildlife to replace historical characters on banknotes

BBC News 📅 03/11 08:07
Perera said: "The wildlife of the UK is not separate from our culture. It sits in our football crests, our folklore, our coastlines and our childhoods. Giving it space on something as symbolic as our currency feels both overdue and significant."

Activist Starboard Is Said to Build $350 Million Stake in CarMax

Bloomberg 📅 03/11 08:06
Starboard Value LP has amassed a stake of about $350 million in CarMax Inc. and sees an opportunity to accelerate the used car retailer’s turnaround under incoming Chief Executive Officer Keith Barr , according to people with knowledge of the matter. The activist investor has nominated its own CEO, Jeff Smith , to the CarMax board, along with Bill Cobb , the chairman and CEO of Frontdoor Inc. , th...

Form 13D/A SMITH MICRO SOFTWARE For: 10 March

Investing 📅 03/11 08:06

Form 13D/A HENRY SCHEIN INC For: 10 March

Investing 📅 03/11 08:06

Form 13D/A Talkspace For: 10 March

Investing 📅 03/11 08:06

华西证券:三大涨价主线支撑A股行情

格隆汇 📅 03/11 08:06
格隆汇3月11日|华西证券指出,2026年,结构主线由科技切换至涨价链。从SW一级行业来看,2026年石油石化、煤炭、化工、有色涨幅领先。在地缘局势的催化下,涨价链行情或将继续演绎。输入性通胀方面,关注能源链、有色金属和农产品。其中,能源链在地缘局势影响下,涨价确定性较高,相关板块包括油气、煤化工、化工中上游原料和航运。有色金属方面,小金属和铝涨价确定性相对较高,黄金和铜呈现多空交织的格局。农产品...

格隆汇3月11日|韩国3月1-10日出口同比增长55.6%,进口增长21.7%。

格隆汇 📅 03/11 08:06
格隆汇3月11日|韩国3月1-10日出口同比增长55.6%,进口增长21.7%。

现货白银失守88美元/盎司

同花顺 📅 03/11 08:05
文章提及标的 伦敦银 -- 现货白银失守88美元/盎司,日内跌0.52%。

Global LNG Hunt Intensifies as Middle East Conflict Cuts Supply

Bloomberg 📅 03/11 08:05
A tense global hunt for liquefied natural gas sparked by the war in the Middle East is starting to shift physical supply flows, as more shipments bound for Europe are diverting to Asia. At least eight cargoes initially headed to Europe have been changed course to Asia since the start of the fighting, according to ship-tracking data compiled by Bloomberg, with the trend accelerating in recent days....

Chevron, Shell near first big oil production deals in Venezuela since Maduro's capture - Reuters

Seeking Alpha 📅 03/11 08:05
NiseriN/iStock via Getty Images Chevron ( CVX ) and Shell ( SHEL ) are close to securing the first big oil production deals with Venezuela since the U.S. capture of President Maduro in January, Reuters reported Tuesday. Chevron ( CVX ) and Venezuela's energy authorities reportedly have agreed on preliminary terms to expand the company's largest oil project, Petropiar, in the Orinoco Belt. The deal...

壹快评|政府支持“养龙虾”,这事值得再斟酌

第一财经 📅 03/11 08:05
政府发文、花钱支持“养龙虾”,可能加重普通人的“技术焦虑”。 春节之后,“养龙虾”突然成为全民话题。这只“龙虾”不是餐桌上的美食,而是一个名为OpenClaw的AI智能体框架。它之所以得名“龙虾”,是因为其官方标识是一只红色的龙虾钳子,claw也是爪、钳的意思。 所谓“养龙虾”,是指用户在本地电脑或云服务器上部署OpenClaw。人们之所以趋之若鹜,是因为它能解决AI工具的一个核心痛点——让大模型...

Morgan Stanley Upgrades CrowdStrike Holdings (CRWD)

Nasdaq 📅 03/11 08:05
Fintel reports that on January 9, 2024, Morgan Stanley upgraded their outlook for CrowdStrike Holdings (NasdaqGS:CRWD) from Equal-Weight to Overweight . Analyst Price Forecast Suggests 6.45% Downside As of December 16, 2023, the average one-year price target for CrowdStrike Holdings is 244.42. The forecasts range from a low of 173.72 to a high of $294.00. The average price target represents a decr...

不买包包为跑步烧钱,城市“中女”换一种活法

36kr 📅 03/11 08:05
当越来越多女性成为核心的财富管理者,体育行业将迎来新机遇。 近年来,有一个词在社交平台上非常火,叫“中女”。它最初指的是30岁到55岁的中年女性,如今,这个词已经不再是一个年龄标签,更是代表了一种独立、追求自我价值的生活态度。 瑞银《2025全球财富报告》指出,在未来20年,全球将发生83万亿美元的财富转移,其中74万亿美元是代际间的垂直转移,9万亿美元是配偶之间的水平转移。有大约5.6万亿美元的...

B. Riley Securities Initiates Coverage of Strategy (MSTR) with Buy Recommendation

Nasdaq 📅 03/11 08:05
Fintel reports that on March 10, 2026, B. Riley Securities initiated coverage of Strategy (NasdaqGS:MSTR) with a Buy recommendation. Analyst Price Forecast Suggests 186.11% Upside As of February 25, 2026, the average one-year price target for Strategy is $396.18/share. The forecasts range from a low of $186.85 to a high of $740.25. The average price target represents an increase of 186.11% from it...

Parex to acquire Frontera’s Colombia assets for $725 million

Investing 📅 03/11 08:05

Rodman & Renshaw Initiates Coverage of Elicio Therapeutics (ELTX) with Buy Recommendation

Nasdaq 📅 03/11 08:05
Fintel reports that on March 10, 2026, Rodman & Renshaw initiated coverage of Elicio Therapeutics (NasdaqCM:ELTX) with a Buy recommendation. Analyst Price Forecast Suggests 22.56% Upside As of February 25, 2026, the average one-year price target for Elicio Therapeutics is $15.81/share. The forecasts range from a low of $13.13 to a high of $18.90. The average price target represents an increase of ...

券商晨会精华:光模块有望持续景气

财联社 📅 03/11 08:05
财联社3月11日讯,昨日,三大指数集体反弹,深成指涨超2%,创业板指涨超3%。沪深两市成交额2.4万亿。从板块来看,算力硬件、电力、商业航天等概念走强。下跌方面,油气、煤炭板块走弱。截至收盘,沪指涨0.65%,深成指涨2.04%,创业板指涨3.04%。 在今日券商晨会上,中信建投认为,光模块有望持续景气;华泰证券认为,资金层面筹码有所出清;中金公司认为,算力增长重构供需,结构性提价渐行渐近。 中信...

The Aldi-style insurgents who could be about to shake up the vets market

BBC News 📅 03/11 08:05
He and the chains tell me prices have jumped because consumers are increasingly opting for newly available hi-tech treatments for their animals which do not come cheap. Some suggest the public may need to consider whether it is always appropriate to opt for the most expensive treatment and also to assess whether choosing a certain breed is likely to push up their bills.

朝鲜外务省谴责美以对伊朗非法军事攻击

财联社 📅 03/11 08:05
朝鲜外务省发言人10日表示,美国和以色列对伊朗实施非法军事攻击,破坏地区和平与安全根基,在国际范围加剧不稳定局势, 朝方对美以侵略行为表示严重关切,并强烈谴责。 该发言人称,侵害相关国家的政治制度和领土完整、干涉内政、公然提倡颠覆体制企图的一切形式威胁和军事行动在任何情况下都不可容忍,应遭到全世界的谴责和反对。 伊朗专家会议日前正式公布选出了新任伊朗最高领袖,朝鲜尊重伊朗人民选出自己最高领袖的权利...

You Need to Know the Bull and Bear Case for This Monster Stock That Turned a $1,000 Investment Into $64,000 in 10 Years

The Motley Fool 📅 03/11 08:05
Past results are no guarantee of future returns. All stock market investors are familiar with this principle. However, it's still interesting to look at businesses whose shares have performed extremely well in the past. Maybe they could make for worthy investment candidates today. There's one consumer discretionary stock that has skyrocketed 6,300% in the past decade (as of March 6), turning a $1,...

华泰证券:全球钢铁行业景气度或进入持续上升期

格隆汇 📅 03/11 08:04
格隆汇3月11日|华泰证券研报认为,全球钢铁行业2025—2030年供需格局持续改善,2029年或转为短缺。海外供需格局于2024年由过剩转为短缺,2025年缺口扩大;2026—2030年预期将延续,中国出口则是平衡海外钢铁供需的必要补充。国内钢铁供应端收缩趋势于2021年开始确立,地产需求占比于2026年或降至13.2%(2020年占比39.4%),拖累接近尾声,国内钢铁需求或逐步进入平稳期;2...
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