The US welcomed Bolivia back to its sphere of influence last weekend by returning a family heirloom to President Rodrigo Paz : the golden cross his father, who was also president, gave to George H.W. Bush in 1990. The younger Paz is attempting to lead the South American nation out of an economic crisis and realign its foreign policy with Washington after two decades of a socialist government that favored China, Russia and Venezuela. Foreign currency reserves remain low, and inflation is stubborn at 17%. The White House has thrown its support behind the 58-year-old Paz, promising to work with the mineral-rich nation to remove barriers to investment. Donald Trump had his first face-to-face meeting with Bolivia’s president on Saturday at the Shield of the Americas summit in Doral, Florida, attended by Latin American leaders leaders from across the Western Hemisphere. Paz, in turn, is seeking to revamp Bolivia’s finances with an eye on boosting foreign reserves while servicing its debt with international lenders. It’s a daunting challenge, even for a leader whose path to power has the feel of destiny — Bush had predicted that one day the US would give back the cross when one of the elder Paz’s children rose to the presidency. “There is a clear intention to open Bolivia to the world and the world to Bolivia,” Paz said in an interview. The president, who took office in November, said his administration is drafting new legislation on investment, hydrocarbons, mining and energy to attract foreign companies. Already, Elon Musk’s satellite Internet service Starlink has started operations in Bolivia, while others “are conducting market assessments and exploring potential investments,” he said. The country holds one of the world’s largest lithium deposits and significant mining and hydrocarbons potential, but a lack of investment in exploration helped drag its hydrocarbons exports to $1 billion last year from a peak of $6.6 billion from 2013 to 2014. That’s contributed to an ec...

Policymakers around the world are readying measures to absorb surging energy and commodities prices triggered by the Middle East war that now threaten the global economy with its biggest shock since the pandemic. What were cast as dire scenarios when the conflict began have quickly become reality, with Brent crude surging Monday to almost $120 a barrel from around $72 dollars before the war with Iran started. While oil fell back below $100 after President Donald Trump indicated the war would be resolved “very soon” and said he plans to waive oil-related sanctions, it remains unclear how the conflict ends and how long it’ll take to unwind the energy supply problems. That’s injected fresh uncertainty into a global growth outlook facing a host of disruptors from AI and tariffs to rising debt. Beyond oil, the effective closure of the Strait of Hormuz has led to a spike in prices for LNG, fertilizer, jet fuel and other key commodities, stoking fears of a new wave of global inflation, slower growth and supply snarls as factories are forced to slow production. Before the US and Israel’s Feb. 28 attacks, the World Bank’s Global Supply Chain Stress Index was already hovering at its highest level since the pandemic. After an initial wait-and-watch response, governments are now studying options that include releasing oil from strategic reserves, price caps to help households and subsidies and tax relief to cushion business and farmers. Bloomberg Economics: Iran, Oil and Inflation — Three Scenarios South Korea’s President has called for a cap on fuel prices; the UK government has floated support for households; the Philippines has switched government offices to a four-day week; and Indian officials are considering whether measures to offset spiking energy costs are needed. Short-Term Fixes “All of these are sticking plasters that can help absorb some degree of the energy shock in the short term, but are unlikely to make much difference in the longer run if the conflict proves p...

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Sheikhspeare Authored by James Alexander via DailySceptic.org, Hegel said everything important in world history happens twice . Marx added, grimly: “The first time as tragedy, the second as farce.” And here is my thrupenny bit. Everything important said by anyone in world history is said twice: the first time as farcical observation, the second as academic argument. As evidence I submit the following. A few weeks ago I took a brief look at the hypothesis that Shakespeare was a black lady. I accepted with grave pleasure the fact that Shakespeare is an anagram of A She-Speaker: but, of course I had to be caustic about the claim accompanying the staggering anagram. And against the argument that the name Shakespeare might allude to Shakti, the female power that lies underneath all existence, I solemnly ventured the observation that it might equally and oppositely – equality and opposition being essential to scepticism – allude to the Arabic word Sheikh, and the male power that lies underneath all existence. That was the farce. Now the academic argument. Today I received a notification from Academia.edu telling me about a piece written by Sushil K. Jain from Canada, entitled, and hold your breath, ‘Shakespeare, the Sheikh, Who Became a Peer’ , subtitled, ‘The Eastern Mind Behind the English Stage: A New Model of Shakespearian Authorship’, published 2026. There we are. First time as farce, second time as academic argument. I have printed it out and will let you know what it says. It is 120 pages long. Actually, it is not very academic, though it has a fair number of citations and is written in a sort of AI-neutral prose style. Right, I read it last night. The first thing I have to say is that the author nowhere says that he is guilty of a woeful pun. “The Sheikh who became a Peer”, indeed. Jain’s style – and I do not know how much any AI bot was involved in the writing of this: it is very smooth and laborious and explanatory and is very easy to skip through without missin...

ASUSTeK Computer Inc. press release ( ASUUY ): FY GAAP EPS of NT$60.00. Revenue of NT$688.94B (+25.6% Y/Y). More on ASUSTeK Computer Inc. Global PC shipments rose 9% in 2025; supply constraints cloud 2026 outlook Seeking Alpha’s Quant Rating on ASUSTeK Computer Inc. Historical earnings data for ASUSTeK Computer Inc. Dividend scorecard for ASUSTeK Computer Inc. Financial information for ASUSTeK Computer Inc.

大众汽车 公司下调了年度利润预期，同时对国际贸易限制相关的不确定性和地缘政治紧张局势发出预警。 该德国汽车制造商首席执行官在一份声明中表示，公司正“在一个截然不同的市场环境中运营”，这要求“我们始终坚持有条不紊地推进成本节约工作”。 大众汽车表示，预计2026年的营业利润率将在4%至5.5%之间，而市场研究机构Visible Alpha调研的分析师此前给出的预测值为5.2%。若剔除重组成本，该公司去年的营业利润率为4.6%。 大众汽车首席财务官称，公司当前的利润水平“长期来看难以满足发展需求”。 大众汽车首席财务官表示，大众汽车计划继续在软件、电池技术以及燃油车车型领域加大投入，同时力求“扩大区域市场布局，重点发力美国市场”。 但该集团也需要“持续大力削减成本……并稳步提升盈利能力”，同时简化旗下拥有众多子公司的庞大组织架构，降低运营复杂性。 大众汽车透露，2025年公司营收为3220亿欧元，预计2026年营收增幅最高可达3%。 此次大众利润预期低于市场预期，恰逢公司面临美国关税成本上涨的压力。 受保时捷电动化转型投入高企以及美国关税大幅上调的影响，大众汽车去年的利润降幅超五成。 该公司表示，美国的关税政策通过海关税费支出和销量下滑两方面，给公司造成了总计29亿欧元的损失。其营业利润从2024年的190亿欧元降至89亿欧元，对应的利润率仅为2.8%。 尽管因保时捷业务在第三季度计提了47亿欧元的资产减值损失，大众汽车第四季度的利润率回升至4.2%，但这一数值仍低于2024年的平均水平。 责任编辑：何云

Lindt & Spruengli AG shares fell by the most in six years after the chocolate maker lowered its full-year sales guidance, citing geopolitical turmoil. The stock tumbled as much as 9.5% in Swiss trading, the biggest intraday drop since March 2020. The decline erased the gains for this year. Lindt now sees organic sales growth of 4% to 6% in 2026, down from a previous forecast of 6% to 8%, the company said Tuesday. It reiterated its operating profit margin target on expectations the trend switching from quantity to quality chocolates will continue, Lindt said. The guidance cut reflects not only current geopolitical turmoil but also lingering uncertainty around volume growth, said Vontobel analyst Jean-Philippe Bertschy in a note. “This will likely fuel the bears’ doubts about Lindt’s ability to reignite volumes,” he said. Lindt has faced high cocoa prices and weak demand in its key markets. The Swiss chocolatier raised its prices by 19% in 2025 after cocoa costs reached record highs the previous year, a move that has weighed on sales volumes. Cocoa futures have more than halved in the past six months after reaching a peak in December 2024. The chocolatier also said it plans a share buyback program of as much as 1 billion Swiss francs ($1.3 billion).

Ignatiev/E+ via Getty Images Rocket Lab’s ( RKLB ) latest quarter may have appeared to be a solid one, as I discussed in earlier analysis , with revenue beating expectations, margins reaching new highs, and backlog reaching a record high. Yet the focus of the market continues to seem somehow obsessed with an event that has not occurred yet, the delayed launch of the company’s new Neutron rocket. It’s a phenomenon that caught my attention almost immediately. The company reported $180 million in revenue for its Q4 earnings , representing 36% year-over-year growth, as well as record GAAP gross margins of 38%. The company’s revenue for the full year was $602 million, continuing its long-term growth trajectory that is now accelerating. This is not insignificant for a company that the market continues to treat as an experimental launch company. The focus, however, continues to remain centered around the delayed launch of the company’s new rocket, the Neutron, which is now expected to launch in late 2026 following the qualification tank failure. This is an incomplete way to look at the company to me, as the company is now transforming into a fundamentally different business than the way the market seems to think about it. Backlog Visibility Far Stronger Than Launch Headlines Suggest The $1.85 billion backlog should not be overlooked in favor of the launch headlines. Backlog in the aerospace industry is tricky, as the nature of these contracts often spans multiple years. So, while the number is certainly an important metric, the fact that the company disclosed that approximately 37% of this backlog is expected to convert into revenue over the next 12 months changed my perspective entirely. Q4 2025 INVESTOR UPDATE This represents approximately $685 million in revenue before the company even signs new contracts. This is to say that the vast majority of the revenue that the company will see in the following year is already represented in its current backlog. This is significan...

一个不断追求发展进步的社会，不能对这些社会痛点视而不见 【财新网】 两会时间中，总有一些频繁出现并直击社会痛点的建言，引起社会的广泛讨论。 居民苦物业久矣。3月7日，全国人大代表樊芸在代表团小组会议上表示，“物业管理”与“物业服务”两字之差含义完全不同，建议在官方文件表述中统一为“物业服务”。 3月9日，住房和城乡建设部工作人员向樊芸电话反馈，明确将着手把《物业管理条例》修改为《物业服务条例》。同时，对应的行业分类也将由“物业管理”调整为“物业服务”，并纳入国民经济统计目录。

对很多用户来说，微信和小红书已不是简单的社交工具，而是贯穿一天工作生活的标配，成为很多人一天中打开最频繁、使用最密集、存在感最强的应用。 最近，这两个社交平台都陆续有新功能上线，主打一个“接地气”，更贴合大家的日常使用习惯。 微信带来的是“面对面收照片和文件”功能，专门解决近距离传输文件的麻烦，在社交、办公时更省心；小红书则上线了语音搜索“语音问一问”，升级查攻略、找信息的方式，轻松找到想要的内容。 它们好不好用、能否真正解决用户的高频痛点，在实际体验中，渐渐有了清晰的答案。 传文件，不加好友、不耗流量 周末和朋友聚餐，拍了几十张高清合照，想当场分享给大家，却因为网速太慢加载半天；临时和不认识的人对接工作，需要传一份紧急文档，俩人不得不先加微信好友，传完再悄悄删除，既麻烦又生硬；户外团建时，信号不好、没有Wi-Fi，想第一时间把活动视频传给身边的人，却束手无策…… 近期，微信上线了“面对面收照片和文件”新功能 ，精准解决近场传输的高频痛点。和以往的传输方式不同， 这个新功能最突出的优势，就是“零流量、免好友” 。它采用本地点对点直连技术，不需要依赖WiFi和移动网络，哪怕在地下室、郊外等信号较弱的地方，也能稳定传输，而且不会消耗手机流量，对于流量不够的用户来说，无疑是个实用福利。 更贴心的是，传输时不需要添加好友，也不用建临时群，扫码就能快速建立连接，省去了不必要的社交尴尬。《IT时报》记者实测操作流程：接收方打开微信，点击右上角的“+”号，选择“扫一扫”，再点击左下角“我的二维码”，下滑就能看到“面对面收照片和文件”入口，点击后会生成专属接收二维码。发送方只需打开微信扫一扫接收方的二维码，就能直接从手机相册或文件管理中，选择要发送的照片、文件等，单次最多可以发送99张照片或99个文件。 一张3M的照片几乎是秒传，感觉比移动网络还快，收到的照片直接存在手机相册中。 通过这种方式传输文件，即使两个人是微信好友，传输的内容也不会出现在聊天记录中。值得一提的是，传输过程中不会压缩画质和文件清晰度，高清原图、大体积文档都能流畅传输，即便传输中断，重新扫码也能继续传输，不用重新选择文件。 目前，该功能已经适配iOS和Android全机型，只要将微信更新至最新正式版即可。 在移动社交和临时办公日益频繁的当下，这种“接地气”的更新，戳中了用户的需求，用户不用再为流量、添加好友、文...

财联社3月10日讯（编辑 卞纯） 美伊战争严重扰乱了全球石油市场，并刺激油价大幅飙升，但一位顶级能源专家日前表示， 尽管市场面临有史以来最大的供应中断，但全球将能够抵御住此次冲击 。他认为，与过去相比，全球经济对石油冲击的抵御能力更强了。 标普全球公司副主席丹尼尔·耶金在一篇专栏文章中阐述了他对当前石油市场形势的看法。他分析了石油市场出现“噩梦情境”的可能性，但同时仍持谨慎乐观态度，认为市场能够经受住当前的动荡。 “此次危机正在这样一个世界中展开，在这个世界里， 全球石油和天然气系统比过去几十年更具韧性、也更多元化 。”他表示。 这位经济学家研究了委内瑞拉和伊朗——自2026年以来，美国政府对这两个国家采取了军事行动。他指出，这两国都曾是主要的产油国，但如今影响力均已不复往昔。 耶金强调，伊朗和委内瑞拉的（石油）市场份额大幅萎缩，但美国的份额却显著提升。 “不到二十年前，该国（美国）还是全球最大的石油进口国。如今，它已成为最大的石油生产国。”他补充道。“仅仅十年前，美国才首次出口液化天然气（LNG）。如今，它已成为全球最大的液化天然气出口国。” 耶金认为， 市场具有韧性的部分原因在于国际能源署（IEA）的战略石油储备。 该机构中的主要成员国，如美国、英国、加拿大和日本，都拥有备用石油供应，能够有效缓冲全球石油冲击。 本周一，七国集团（G7）财长举行了电话会议，讨论如何应对伊朗战争引发的油价飙升。他们在会议上达成暂时不释放战略石油储备的共识，但发表声明称，各方已准备好采取必要措施，包括通过释放储备等方式支持全球能源供应。 耶金还指出，尽管霍尔木兹海峡是全球石油运输的关键咽喉要道， 但波斯湾国家在意识到风险后，已采取措施降低对这条航线的依赖 。 耶金承认，此次中断极为严重，但即便油价攀升，全球经济仍足够强劲、结构也足够完善，足以应对进一步的波动。 “目前，世界正目睹着历史上最大规模的石油生产中断，同时全球天然气市场也遭受重创，”他表示，“当前全球能源市场的关键问题在于这场战争将持续多久。”他表示。 周二，国际油价大幅下跌，因美国总统特朗普预测中东战争可能很快结束，缓解了人们对全球石油供应长期中断的担忧。截至发稿，美国原油期货和布伦特原油期货跌幅均超8%。 此前一日，国际油价经历了史诗级的震荡，振幅高达40%。由于更多中东石油供应国减产加剧了供应风险，周一亚市早盘，油价大...

格隆汇3月10日｜佛山市禅城区政府官网刊发禅城区政务服务和数据管理局消息称，为助力市民进一步拥抱新技术、助力新经济，禅城区携手中国电信佛山分公司（简称“佛山电信”），推出面向公众的“小龙虾”（openclaw）免费部署服务。即日（3月9日）起，市民只需要携带个人电脑（支持macOS、Windows、Linux等跨平台）到中国电信禅城汾江南营业厅（或申请天翼AI云电脑服务），即可免费享受由中国电信客户服务工程师提供一站式服务，涵盖轻量化版本安装部署、模型配置及热门技能解锁。

Barclays Maintains Oracle(ORCL.US) With Buy Rating, Maintains Target Price $230 富途牛牛

ismagilov/iStock via Getty Images Airlines are facing soaring jet fuel prices as a result of the U.S.-Israel-Iran war, prompting carriers around the world to raise ticket prices and consider adding more flights for certain routes. Australia's Qantas Airways ( QABSY ) said it will hike airfares ​on its international routes this week and is exploring options to redeploy capacity to its Europe routes in the ⁠coming months. "Given the high demand for international flights, particularly to Europe, lower fare options are selling more quickly than usual," Qantas ( QABSY ) said. "More customers have also been choosing to travel to Europe via the United States, other Asian cities and Johannesburg." Air New Zealand ( ANZFF ) said it implemented initial fare adjustments, but it may take further pricing action if jet fuel costs remain elevated. "Jet fuel prices, which were around $85 to $90 per barrel prior to the conflict, have increased sharply to between $150 to $200 per barrel in recent days," the airline noted. It said the crack spread (jet fuel refining margins) widened from ~$22 per barrel before the conflict to as high as $115 per barrel. The conflict is expected to "meaningfully affect" Air New Zealand's ( ANZFF ) second-half earnings, because of which it suspended its FY2026 guidance until fuel markets and operating conditions stabilize. Cathay Pacific Airways ( CPCAY ) ( CPCAF ) is adding extra flights to London and Zurich this month, Reuters reported , while Hong Kong Airlines is raising its fuel surcharges by up to 35.2% this week. Indian airlines raised prices on long-haul routes by 15% and may hike fares further, Bloomberg News reported , while Vietnamese state media warned that airfares could rise as much as 70%. More on airlines US Global Jets ETF: Why I Would Stay Away (Rating Downgrade) Iran War Pressures Airline Stocks Through Oil And Demand Risks Five undervalued large cap airline carriers amid turbulent stock prices Global airlines: Fuel‑hedging winners an...

加皇资本市场分析师Tom Narayan写道，鉴于当前的地缘政治局势， 大众汽车 的2026年预期要求息税前利润率在4%-5.5%的宽泛区间内。该预期计入了30亿欧元的关税，这一数字是基于墨西哥27.5%的关税水平作出的假设。不过，得益于《美国-墨西哥-加拿大协定》的解决方案，情况可能会好于预期， 加拿大皇家银行 认为这很有可能。加拿大皇家银行补充说，4月份的投资者日将是一次重要的信息发布活动。第四季度及全年业绩基本符合预期。核心品牌和奥迪表现强劲，而保时捷则如预期般面临挑战，金融服务业务则受到一次性和解准备金的冲击。股价上涨2.6%。 责任编辑：何云

格隆汇3月10日｜腾讯音乐(TME.US)美股盘前涨2.8%报14.12美元。消息上，据悉，腾讯音乐已推出“鹅票票”购票平台，成为继猫眼、大麦后的又一票务新玩家。从平台界面可见，鹅票票在北京地区的各类演出内容，涵盖华语流行演唱会、怀旧金曲演出、艺术展览等多个品类。据了解，鹅票票已上架部分艺人演出售票窗口，成为演唱会购票的新渠道，为用户提供了更多购票选择。

这是2022年8月外贸增速跌入个位数之后首次重回两位数增长 于2025年顶住关税战压力保持正增长的中国外贸，今年开局再次展现出韧性。 据海关统计，2026年前2个月，我国货物贸易进出口总值7.73万亿元人民币，同比（下同）增长18.3%。其中，出口4.62万亿元，增长19.2%；进口3.11万亿元，增长17.1%。 第一财经梳理过去几年的月度进出口数据（按美元计）发现，这也是在2022年8月中国外贸增速跌入个位数乃至随后经历负增长之后，首次重回两位数增长。 超预期高增长的推动因素 上海财经大学公共政策与治理研究院首席专家杨畅对第一财经表示，今年开年中国外贸增长其实比较平稳，增速高主要因为去年基数低。而2025年前2个月基数低，则受到2024年末“抢出口”效应的影响——2024年11月，特朗普当选美国总统，行业对于加关税的预期或担忧迅速提升。 从金额看，杨畅分析称，考虑到春节错位，今年前2个月，出口合计金额约6565.78亿美元，月均金额约3282.89亿美元，还略低于2025年四季度均值3309.85亿美元，与2025年3-12月均值3232.78亿美元基本持平，表明出口相对平稳。这也意味着，重回两位数高增长的出口乃至进出口，主要受2025年同期基数走低的影响。 根据海关数据，2024年12月中国进出口、出口和进口分别为5664.16亿美元，3356.27亿美元，2307.89亿美元。其中，进出口较2024年11月、10月和9月的月度数值高出约400亿美元，出口和进口也均明显增加。 东方金诚宏观研究发展部执行总监冯琳也认为，今年年初两个月出口超预期高增，主要推动因素之一是春节错期导致上年同期出口基数偏低，而今年春节长假偏晚，2月节前赶工出口效应显著。另外，全球AI投资潮也带动了半导体产业链大幅涨价。作为我国最大单一出口商品，前2个月芯片（集成电路）出口金额同比增长72.6%，增速较前值加快24.8个百分点。与此同时，其出口数量同比增长13.7%，增速仅较前值加快1.8个百分点，“涨价”拉动效应明显。 国内制造业转型升级推动汽车、高技术产品出口高增亦是重要原因。根据海关数据，1-2月汽车出口数量、金额分别同比增长57.9%和67.1%，高技术产品出口金额同比增长26.9%。 机电产品不管是出口还是进口，均实现超过20%的增长：前2个月，我国出口机电产品2.89万亿元，...

【佛山市禅城区：推出面向公众的“小龙虾”免费部署服务】财联社3月10日电，佛山市禅城区政府官网刊发禅城区政务服务和数据管理局消息称，为助力市民进一步拥抱新技术、助力新经济，禅城区携手中国电信佛山分公司（简称“佛山电信”），推出面向公众的“小龙虾”（openclaw）免费部署服务。即日（3月9日）起，市民只需要携带个人电脑（支持macOS、Windows、Linux等跨平台）到中国电信禅城汾江南营业厅（或申请天翼AI云电脑服务），即可免费享受由中国电信客户服务工程师提供一站式服务，涵盖轻量化版本安装部署、模型配置及热门技能解锁。

德国初创企业 Polarise 计划新建一座 30 兆瓦 的人工智能数据中心，此举将使德国本土运营的算力规模翻倍。当前欧洲各国正力争在关键技术基础设施领域掌握更大自主权。 该公司向路透社表示，这座数据中心将于 2027 年年中 在巴伐利亚州安贝格市投入运营，未来最终可扩容至 120 兆瓦 。 据德国数字行业协会 Bitkom 数据，截至去年年底，德国境内人工智能数据中心总容量为 530 兆瓦 ，但其中大部分由非德国企业运营。 受全球紧张局势（包括关税争端、军事冲突）以及网络内容监管规则巨大差异的影响，欧洲国家正推动在数据及人工智能相关基础设施领域 提升主权掌控力 。 一期投资成本达 “数亿欧元级别” 该项目将成为德国最大数据中心之一，相关规划此前未对外披露。 谷歌 、 亚马逊 AWS 等大型科技企业通常运营规模在 100 兆瓦及以上的数据中心。 Polarise 目前在德国及海外运营 13 座 数据中心，该公司拒绝披露此次项目所需投资规模。 Polarise 营销总监马克・加齐沃达表示：“最终投资额很大程度上取决于有多少客户选择部署自有服务器或租赁算力。” 他补充称，该项目 未获得政府补贴 ，投资规模可能存在浮动。 据接近该公司的消息人士透露，项目一期成本将处于 **“数亿欧元区间”**，其中包含主体基础设施建设费用，但不包含芯片采购成本。最终造价将取决于所需芯片数量及具体型号。 德国电信 估算，Polarise 上月在慕尼黑启用的一座 12 兆瓦 数据中心耗资 10 亿欧元 （约合 11.6 亿美元）。该设施已使德国本土运营算力规模翻倍。 随着油价突破每桶 100 美元，高耗能数据中心的能源成本正受到越来越多关注。 Polarise 表示，其合作伙伴 WV Energie 将为该数据中心建设 风电与太阳能电站 ，并配备储能电池以实现电力临时存储。 责任编辑：郭明煜

文章提及标的 金开新能 -- 沪股通 -- 金开新能（600821）今日涨2.11%，成交额67.02亿元，换手率33.82%，盘后龙虎榜数据显示，沪股通（885520）专用席位买入1.19亿元并卖出1.36亿元，有2家机构专用席位净卖出4.60亿元。

文章提及标的 中曼石油 -- 沪股通 -- 中曼石油（603619）今日跌8.32%，成交额22.83亿元，换手率13.03%，盘后龙虎榜数据显示，沪股通（885520）专用席位买入7412.71万元并卖出8556.38万元，1家机构专用席位净买入4489.36万元，有2家机构专用席位净卖出1.15亿元。

文章提及标的 中远海能 -- 沪股通 -- 中远海能（HK1138）今日涨2.38%，成交额46.95亿元，换手率5.67%，盘后龙虎榜数据显示，沪股通（885520）专用席位买入3.10亿元并卖出2.28亿元，2家机构专用席位净买入2.03亿元，有3家机构专用席位净卖出3.95亿元。

P. Kijsanayothin/E+ via Getty Images By Min Joo Kang , Senior Economist, South Korea and Japan GDP revised up from 0.2% quarter-on-quarter to 1.3% annualised The upward revision to Japan’s fourth-quarter GDP was mostly due to strong business spending (1.3% vs flash 0.2%). Private consumption also rose a bit to 0.3% (vs flash 0.1%). Government spending is expected to rise in the current quarter, while energy subsidies and strong wage growth are set to boost private consumption. Inventory was a drag on growth for the second straight quarter. But we expect the restocking cycle to reverse and begin contributing positively to the current quarter. Downside risks increased, but we expect steady growth ahead thanks to government support Source: CEIC, ING estimates Household spending dropped unexpectedly, but underlying trend appears to remain firm Household spending unexpectedly dropped 1.0% year-on-year in January (vs -2.6% in December, 2.4% market consensus). The decline was mainly driven by significant declines in housing (-12.3%) and education (-22.6%). Meanwhile, spending increased in food (1.5%), furniture (13.5%), and culture and recreation (10.8%). Despite the soft headline, underlying spending on goods and private services still seems resilient. Combined with solid wage data (real wage growth of 1.4% YoY in January) from yesterday, recent trends support our view that private spending is expected to remain firm in the current quarter. Gasoline price hikes are limited despite the heavy dependence on Middle East oil Recent global oil price increases have had a limited impact on domestic inflation, largely due to government measures. Gasoline prices rose 2.4% between the end of February and 9 March, according to a price comparison website. There has been an acceleration in the last two days, but no queuing at gas stations, indicating that market sentiment remains controlled. The government has subsidised petroleum companies to stabilise prices. It also abolished the ga...

syahrir maulana/iStock via Getty Images The following segment was excerpted from Royce Small-Cap Opportunity Fund FY 2025 Manager Commentary. Five of the portfolio’s 10 equity sectors made a positive impact on performance in 2025, with Industrials, Information Technology, and Financials making the largest positive contributions were while Consumer Discretionary, Energy, and Consumer Staples had the biggest negative effect. At the industry level, aerospace & defense (Industrials), electronic equipment, instruments & components (Information Technology), and construction & engineering (Industrials) contributed most for the calendar year period, and IT services (Information Technology), textiles, apparel & luxury goods (Consumer Discretionary), and software (Information Technology) were the largest detractors. Our top contributor at the holdings level was nLIGHT ( LASR ) , which designs, manufactures, and sells a range of high-power semiconductor and fiber lasers that are typically integrated into laser systems or tools built by its manufacturing customers. The company also provides components and integrated solutions to high-energy laser systems for directed energy and laser sensing systems used in a wide range of defense applications. nLIGHT differentiates its business by its vertical integration, domain knowledge, and manufacturing capabilities to combine dedicated resources and facilities with deep technical expertise to deliver cutting-edge solutions, increasingly to government and defense organizations. Its shares have outperformed due to upward revisions to the outlook for its aerospace & defense customers. We remain constructive on the prospects for addressable market expanding product launches and a recovery in manufacturing-driven end-markets. Astronics Corporation ( ATRO )( ATROB ) supplies flight-critical electrical power, inflight entertainment and connectivity, lighting and safety, and test solutions to the aerospace, defense, and mass transit industries. ...

Key Points Tesla's electric-vehicle business produced declining sales in each of the last two years, driving a sharp drop in the company's revenue and earnings. Tesla's future products, like the Cybercab robotaxi and Optimus humanoid robot, are intriguing, but it could take years for them to achieve scale. Tesla stock is currently more expensive than every other stock in the $1 trillion club by a very wide margin. These 10 stocks could mint the next wave of millionaires › The U.S. is currently home to 10 companies valued at $1 trillion or more. These are: Nvidia: $4.4 trillion. Apple: $3.8 trillion. Alphabet: $3.6 trillion. Microsoft: $3 trillion. Amazon: $2.3 trillion. Meta Platforms: $1.6 trillion. Tesla (NASDAQ: TSLA) Broadcom: $1.5 trillion. Berkshire Hathaway: $1 trillion. Walmart: $1 trillion. However, one of them is substantially more expensive than the rest when measured by a key valuation metric. Considering this company's core business produced shrinking sales in each of the last two years, its premium valuation is increasingly difficult to justify. 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 » That company is Tesla. Investors have piled into the stock because the company's future product platforms, like the Cybercab autonomous robotaxi and the Optimus humanoid robot, have enormous potential. But here in the present, 73% of the company's total revenue still comes from its passenger electric-vehicle (EV) business, where demand continues to decline. Here's why I predict Tesla will drop out of the exclusive $1 trillion club before the end of 2026. EV sales declined at an accelerated pace in 2025 Tesla delivered 1.79 million EVs to customers in 2024, which was a 1% decline from the previous year. But in 2025, deliveries came in at 1.63 million cars, which was an even sharper year-over-year...

ORCL reports fiscal third-quarter 2026 results after the U.S. market closes on Tuesday, March 10, 2026, with management scheduled to host its earnings call at 4:00 p.m. Central Time. Ahead of the release, ORCL stock last traded at $151.56 on March 9, leaving it deep in correction territory and putting unusual weight on tonight's numbers, guidance, and commentary on AI infrastructure spending. That price tells an important story. Oracle stock is down about 22% in 2026 so far, and it is roughly 54% below its September 10, 2025, closing peak of $326.90. The market is no longer rewarding Oracle for AI excitement alone as investors now want proof that cloud demand, backlog growth, and heavy spending can translate into durable returns. Markets' Expectation for Oracle Earnings Today Metric Current setup Revenue About $16.9 billion expected Adjusted EPS About $1.70 to $1.71 expected Last reported cloud revenue $8.0 billion, up 34% Last reported OCI revenue $4.1 billion, up 68% Last reported RPO $523 billion, up 438% 2026 funding plan $45 billion to $50 billion Wall Street is looking for roughly $16.9 billion in revenue and about $1.70 to $1.71 in adjusted EPS. On the surface, that would imply a sharp improvement from the year-ago quarter, when ORCL reported $14.1 billion in revenue and $1.47 in non-GAAP EPS. Tonight's report is especially significant. ORCL's second-quarter results demonstrated strong cloud growth, with $8.0 billion in cloud revenue, $4.1 billion in cloud infrastructure revenue, and $523 billion in remaining performance obligations. However, the quarter also highlighted the increasing capital demands of AI expansion. Additionally, Oracle plans to raise between $45 billion and $50 billion in gross cash proceeds by 2026 to support the expansion of OCI. This funding strategy shifted the market's focus from growth alone to the quality of that growth. ORCL Stock Recent Performance: 1 Week, 1 Month, 6 Months Before analyzing potential impacts on the stock, it's he...

文章提及标的 *ST精伦 -- *ST精伦（600355）公告，公司股票2026年3月10日总市值为4.72亿元，已连续两日低于5亿元。根据《上海证券交易所股票上市规则》规定，公司股票存在可能因市值低于5亿元、股价低于1元被终止上市的风险。