European bonds rebounded on Tuesday as traders seized on a drop in energy prices to dial back the extreme moves seen at the start of the week. In the UK, bets on the direction of Bank of England policy took a U-turn, with prices now leaning toward an interest-rate cut this year instead of the hike envisaged on Monday. That sent gilts rallying, with the yield on 10-year notes tumbling nine basis points to 4.56%. Italian bonds led the recovery in the euro area, with equivalent yields falling 10 basis points to 3.51%. Traders are also fading wagers for European Central Bank interest-rate hikes, pricing in around 20 basis points of monetary tightening compared with more than a half percentage point at one stage on Monday. Soaring energy prices have hammered European markets since the war in Iran started over a week ago, threatening the worst energy supply shock since Russia’s invasion of Ukraine in 2022. Tuesday’s recovery follows a prediction from US President Donald Trump that the war will end soon, which sent oil and European natural gas prices lower. While the recovery in bonds is tentative, investors are keen to fade what many characterized as extreme moves. “Investors realize that the instability in the region could extend for a prolonged period, but focus is now whether it could soon become a regional conflict rather than one that could have profound impact on the global economy,” said Mohit Kumar , chief strategist for Europe at Jefferies. He said Monday’s moves in sterling and euro rates pricing were driven more by “position squaring” than fundamentals. Balyasny, Millennium, Point72 Hit by Iran Conflict in Wild Week Europe is particularly exposed to the fallout given its dependence on energy imports. As oil punched past $100 a barrel on Monday, the region’s bond yields jumped — while currencies sank — as traders raced to price the potential for accelerating inflation alongside a slowing economy. There was relief on Tuesday as benchmark natural gas futures fell ...

东方证券（HK3958）公告，近日收到中国证监会《关于同意东方证券（HK3958）股份有限公司向专业投资者公开发行次级债券注册的批复》，同意公司向专业投资者公开发行面值总额不超过150亿元次级债券。本次发行次级债券应严格按照报送上海证券交易所的募集说明书进行。批复自同意注册之日起24个月内有效，公司可在有效期内分期发行次级债券。

东方证券（600958）公告，公司于近日收到中国证监会《关于同意东方证券（600958）股份有限公司向专业投资者公开发行公司债券注册的批复》，同意公司向专业投资者公开发行面值总额不超过400亿元公司债券的注册申请。本次发行公司债券应严格按照报送上海证券交易所的募集说明书进行。批复自同意注册之日起24个月内有效，公司可在注册有效期内分期发行公司债券。

BING-JHEN HONG ASE Technology ( ASX ) reported consolidated net revenues for February 2026 of NT$52,097M ($1,653M), marking a 13.2% drop from January 2026 and a 15.9% Y/Y rise from February 2025. Net revenue from the ATM assembly, testing, and material segment came in at NT$34,972M ($1,110M), showing a 7.1% decline and a 28.0% Y/Y growth; in USD terms, revenue fell 7.2% sequentially but increased 32.8% Y/Y. ASE Technology ( ASX ) stock traded higher at $22.06 in pre-market. More on ASE Technology ASE Technology Holding Co., Ltd. 2025 Q4 - Results - Earnings Call Presentation ASE Technology Holding Co., Ltd. (ASX) Q4 2025 Earnings Call Transcript ASE Technology: AI Is Driving A Great LEAP Forward ASX January revenue jumps 21% Y/Y ASE Technology targets $3.2B LEAP revenue in 2026 driven by AI demand and advanced packaging

Cambria Investment Management L.P. grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 240.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,555 shares of the social networking company's stock after acquiring an additional 1,098 shares during the period. Cambria Investment Management L.P.'s holdings in Meta Platforms were worth $1,142,000 at the end of the most recent quarter. A number of other institutional investors have also modified their holdings of META. Norges Bank bought a new stake in Meta Platforms in the second quarter valued at about $23,155,393,000. Laurel Wealth Advisors LLC lifted its holdings in Meta Platforms by 73,443.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock worth $6,212,506,000 after buying an additional 8,405,558 shares during the last quarter. State Street Corp grew its position in shares of Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. grew its position in shares of Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after acquiring an additional 1,532,568 shares in the last quarter. Finally, Concentrum Wealth Management grew its position in shares of Meta Platforms by 948.7% in the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock worth $913,000 after acquiring an additional 1,124,998 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Analyst Ratings Changes Several equities research analysts...

GW&K Investment Management LLC boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 12.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 34,308 shares of the social networking company's stock after buying an additional 3,788 shares during the quarter. GW&K Investment Management LLC's holdings in Meta Platforms were worth $25,195,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also added to or reduced their stakes in META. Norges Bank purchased a new stake in shares of Meta Platforms in the 2nd quarter worth $23,155,393,000. Laurel Wealth Advisors LLC grew its holdings in Meta Platforms by 73,443.1% during the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock valued at $6,212,506,000 after purchasing an additional 8,405,558 shares during the period. State Street Corp increased its position in Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. raised its stake in shares of Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after buying an additional 1,532,568 shares during the period. Finally, Concentrum Wealth Management lifted its position in shares of Meta Platforms by 948.7% during the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after buying an additional 1,124,998 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors. Get Meta Platforms alerts: Sign Up Insider Buying and Selling In related news, CFO Susan J. L...

全球最大石油出口商沙特阿美公司周二表示，如果伊朗战争继续扰乱霍尔木兹海峡的航运，全球石油市场将面临“灾难性后果”。 沙特阿美首席执行官阿明·纳赛尔在财报电话会议上对记者表示，这一扰乱不仅冲击航运和保险行业，还可能对航空、农业、汽车等多个行业产生严重的连锁影响。 纳赛尔指出，全球石油库存已降至五年来最低水平，当前危机将加快库存消耗速度，并强调恢复海峡航运至关重要。 他说：“全球石油市场将面临灾难性后果，而且干扰持续时间越长，对全球经济造成的冲击就越严重。” 纳赛尔还表示，上周针对阿美公司拉斯塔努拉炼油厂（其国内最大炼厂）的袭击引发了一场小型火灾，但火势已迅速被扑灭并得到控制，该炼厂目前正准备重新启动。 伊朗伊斯兰革命卫队周二表示，如果美国和以色列的攻击持续，他们将不允许“哪怕一升石油”从中东运出。对此，美国总统唐纳德·特朗普警告称，如果伊朗阻断这一关键能源产区的出口，美国将对伊朗进行更强烈打击。 纳赛尔发表上述言论之际，沙特阿美刚公布其年度利润下降12%，主要由于原油价格走低。公司还宣布将最多回购30亿美元股票，这是其首次实施股票回购计划。 责任编辑：陈钰嘉

ARK Invest CEO Cathie Wood is projecting a massive shift in global markets, predicting that post-war Iran and a transition into the “electric vehicle realm” will send oil prices plunging as geopolitical tensions ease. The ‘Coiled Spring’ Of The Middle East In her latest “In The Know” episode, Wood highlighted a 90% drop in Iranian missile and drone activity, suggesting the regime has been significantly diminished. This cooling of conflagration aligns with President Donald Trump's recent characterization of the conflict as “very complete.” Wood views Iran's young, well-educated population as a “coiled spring” ready to explode into the global tech economy once freed from repressive constraints. “You’ve got a coiled spring in terms of a population just really wanting to join this very exciting world, especially the world of technology and innovation,” Wood stated. Tesla And The $50 Oil Forecast Central to Wood’s thesis is the collapse of traditional energy dominance. She argues that the Middle East is aggressively diversifying because leaders recognize the impending dominance of autonomous mobility. Wood predicts oil, currently near $90, could drop “below $50 per barrel, and perhaps much lower over the next 5 to 10 years.” Palantir And The AI ‘PC Moment’ Wood noted that enterprise platforms like Palantir are helping companies navigate “all-at-once” moments in automation, driving a “step function increase” in productivity that could reach 5% annually. By combining Trump's signals of regional peace with the rapid adoption of AI, Wood suggests the market is climbing a “wall of worry” toward a technology-driven boom. TSLA, PLTR Underperform In 2026 Shares of Tesla have declined 11.35% year-to-date, it was up 14.90% over the last six months and 51.78% over the year. TSLA maintains a weaker price trend over the short and medium terms but a strong trend in the long term, with a solid quality ranking, as per Benzinga's Edge Stock Rankings. Meanwhile, Palantir was down 11.99% Y...

热景生物（688068）公告，控股子公司舜景医药自主研发的创新药（886015）SGC001注射液Ⅱ期临床研究完成首例受试者入组给药。SGC001是一款由舜景医药研发团队联合首都医科大学北京市心肺血管疾病研究所共同开发研制的急救用单克隆抗体药物，适用于急性心肌梗死(Acute Myocardial Infarction,AMI)患者的急救治疗。

加拿大皇家银行（RBC）的资本市场大宗商品策略全球主管Helima Croft认为，如果战事演变为持续数周的拉锯战，被关停的原油产能将迟迟无法重返市场

Airline SAS hikes prices on higher jet fuel cost following Iran war Reuters

在美国总统特朗普暗示伊朗战争或即将结束后，亚洲信用保护成本创下八个多月来最大跌幅。 交易员数据显示，周二亚洲投资级债券的 信用违约互换（CDS） 价格下跌 4 个基点。据 Markit iTraxx 指数数据，这是自去年 6 月下旬以来的最大单日降幅。 此前，特朗普称战争将 “很快” 结束，引发美国信贷市场反弹，并带动全球股市与整体风险情绪回升。此前两个交易日，亚洲 CDS 价格曾飙升超 7 个基点，因油价暴涨及中东冲突持续的担忧，加剧了市场对经济增长放缓与通胀反弹的恐慌。 “特朗普‘战争或很快结束’的言论，点燃了市场对中东冲突快速平息的希望，大幅提振了风险资产，” 瑞穗证券亚洲信贷策略主管马克・里德表示。“但我们认为，在导弹停火、石油运输恢复之前，利率与信贷市场的波动仍将持续。” 一级债券市场也显现初步回暖迹象。此前受市场剧烈波动影响，美欧发行人周一纷纷暂停发债。塔塔集团旗下捷豹路虎周二正与投资者举行会议，商讨潜在美元债券发行事宜。 责任编辑：郭明煜

Singapore Exchange Ltd . will launch futures tied to government bonds of some Asian countries as investors seek to hedge their risks. The bourse plans to launch the futures in the coming weeks, Singapore Exchange Chief Executive Officer Loh Boon Chye said at an event in Florida, confirming an earlier report by Bloomberg. “There’s clear demand,” he said. The rollout comes as bond markets tumbled amid anxiety about the global economy after crude oil prices surged. Loh added that there was already a growing divergence in monetary policy between different countries in the region before the Iran war. Such products would allow investors to hedge their exposure to interest-rate swings by buying or selling bonds at a later date on exchanges. Singapore Exchange plans to offer contracts on notes from India, Indonesia, Malaysia, Thailand and the Philippines, people familiar with the matter have said. The bourse will offer bond futures of three, five- and 10-year maturities per country, they said. The futures would be settled in dollars, with pricing based on average yield of a basket of no more than three sovereign bonds. Global funds continued to be net buyers of bonds in the Philippines and Thailand this year. Investors have also poured around $16 billion into India’s bonds since the country’s inclusion in JPMorgan Chase & Co.’s flagship index in June 2024, according to clearing house data compiled by Bloomberg. At present, the Singapore Exchange offers Japanese government bond futures, Singapore overnight rate average futures and Tokyo overnight average rate futures, according to its website. The bourse has ventured into new offerings in recent months, as it looks to expand into new segments popular with investors such as crypto futures. Read more: Singapore Bourse Targets Global Macro Funds in Japan Rates Push

onurdongel Vertex Pharmaceuticals ( VRTX ) reported encouraging results from a week-36 interim analysis of its ongoing Phase 3 RAINIER trial of povetacicept, an engineered fusion protein targeting BAFF and APRIL, in patients with immunoglobulin A nephropathy (IgAN), sending shares 5% higher in premarket trading on Tuesday. For the primary endpoint, patients treated with povetacicept achieved a 52.0% reduction from baseline in proteinuria as measured by 24-hour urine protein to creatinine ratio (UPCR) and achieved a statistically significant and clinically meaningful 49.8% reduction in UPCR versus placebo, the company said . Vertex ( VRTX ) to complete biologics license application by the end of March for potential U.S. accelerated approval. More on Vertex Pharmaceuticals Is A Vertex Buyout Of Crispr Therapeutics Inevitable? Here's My Take Vertex Pharmaceuticals Incorporated (VRTX) Presents at TD Cowen 46th Annual Health Care Conference Transcript Vertex Pharmaceuticals Stock: Is The Bull Run Over (Rating Downgrade) Key deals this week: KORE, TopBuild, Equinix, PayPal and more Crispr Therapeutics gains amid takeover speculation

Key Points Dogecoin's price will probably spike sharply upward at some point. On most normal days, its holders lose money. Don't fall for the trap. 10 stocks we like better than Dogecoin › Dogecoin (CRYPTO: DOGE) has the uncanny ability to capture investors' attention for years on end. It is, after all, the original meme coin and all that entails. But don't let that any renewed hype fool you. There's a serious mistake that many investors are vulnerable to with Dogecoin right now: Buying it. Let's walk through why that's something you need to avoid. 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 » The math is working against you from minute one It's obvious that every asset you plan to hold for the long term needs some mechanism for accruing value. That mechanism might be scarcity, or a killer business model, or a monopoly of some kind. Dogecoin doesn't have any of those qualities. One modest problem is that its total supply outstanding is perpetually increasing. The protocol mints roughly 5 billion new coins every year without fail. With about 169 billion coins already circulating, that translates to an annual supply expansion rate near 3%. Getting 3% of your value diluted each year is, all things considered, not catastrophic. The issue is that there isn't any countervailing force creating so much demand for the coin that its price could rise faster than the rate of dilution. There's almost nothing that requires buying Dogecoin such that it would have value -- nothing except getting the thrill of a gamble on its chances of going to the moon. Still, locking up your capital in Dogecoin incurs an opportunity cost, not to mention the guarantee of constant dilution, so it's a significant mistake to buy it. Hype is not a thesis If the structural picture is that bleak for this coin, why does Dogecoin keep...

大模型个股创新高。 3月10日，随着伊朗事件可能出现缓和，油价大幅回落，市场避险情绪明显降温，“小龙虾”相关产品引爆香港科网股。 腾讯控股（00700.HK）上涨7.27%，成交近375亿港元。阿里巴巴（09988.HK）上涨3.73%，成交130.6亿港元。恒生指数上涨2.17%，报收25960点，成交3309亿港元，恒生科技指数上涨2.4%，成交779亿港元。 关于香港科网股反弹，业内人士认为，腾讯等公司推出自己的“小龙虾”产品，引发市场炒作，部分大模型个股创新高；后市来看大市依然有地缘政治因素扰动，随着相关企业业绩的公布，加上政策面的确定，会让市场逐步重新回到科技主线和资产重估的逻辑。 恒生科技反弹 据新华社，伊朗伊斯兰革命卫队10日凌晨回应美国总统特朗普有关伊朗局势的言论时表示，战事的结束将由伊朗决定，此前特朗普表示“美国对伊朗的战事可能很快结束。” “作为离岸市场，港股对外部风险变化尤为敏感。”长城基金量化与指数投资部总经理雷俊分析称，前期压制港股的重要因素是海外地缘局势和油价扰动，随着相关风险边际缓和，市场信心得以修复，自然推动恒生科技在内的港股迎来反弹。本次反弹，不只是情绪回暖，更有望是市场重新回到科技主线和中国资产重估逻辑上的体现。 雷俊认为，近期政策层面对高质量发展、科技创新、扩大内需的表态非常明确。2026年政府工作报告将GDP增长目标设定在4.5%到5%，并明确强调扩大消费、推进科技创新和培育未来产业，这对港股中互联网平台、科技硬件及新经济资产的情绪修复提供了有力支撑。 雷俊也提示，积极趋势中仍需对风险保持清醒——海外地缘、国内修复节奏以及资金面扰动，都可能带来阶段性震荡。也就是说，整体方向是积极的，但节奏上仍可能会出现波动。 “可以先看成技术性反弹。”光大证券国际策略师伍礼贤向第一财经记者表示，因为地缘政治等因素，此前港股跌幅较大，尤其是科技股表现偏弱，目前港股反弹背景下，科技股反弹力度相对明显。展望后市，中东局势有待观察，市场依然可能因此而波动，市场对于科技股在人工智能AI发展下的情绪可能持续存在。 蓝水资本（Blue Water Capital Management Limited）首席投资官李泽铭表示，宏观层面来看，美国总统特朗普称很快可以结束中东战事，七国集团也有应对油价过高的措施，不排除释放战略储备，整体风险偏好提升，短期内油价大幅...

绿发电力（000537）公告，截至2026年3月9日，公司通过股份回购专用证券账户，以集中竞价方式累计回购公司股份1088.45万股，占公司总股本的0.53%，实际回购时间区间为2025年11月27日至2026年3月9日。本次回购股份最高成交价为9.44元/股，最低为8.25元/股，已支付的资金总额为人民币9274.89万元(不含交易费用)。公司本次回购股份总金额已达到回购股份方案中回购总金额下限，且未超过回购总金额上限，公司本次回购符合相关法律法规及公司回购方案的要求，本次回购股份方案已实施完毕。

文章提及标的 南侨食品 -- 南侨食品（605339）公告，公司2026年2月合并营业收入1.98亿元，同比减少6.20%；因间接控股股东南侨投控自2026年1月起不再月度披露归母净利润数据，公司拟同步停止该项自愿性披露。

格隆汇3月10日｜据CCTV国际时讯，伊朗议会议长卡利巴夫3月10日通过社交媒体表示，“我们决不寻求停火。我们坚信，必须给侵略者以迎头痛击，让其吸取教训，永不敢再生出侵略伊朗的念头。以色列将其存在建立在不断重复“战争-谈判-停火-再战争”的循环上，以此巩固其主导地位。而我们将打破这一循环。”

The S&P North American Technology Software Index, which tracks 110 software stocks, has fallen 26% from the all-time high it hit in September. The puts the index in bear market territory, and artificial intelligence is the root cause. Specifically, investors are worried AI code generation tools will reduce demand for existing software products, but Nvidia CEO Jensen Huang is very skeptical. "There's a whole bunch of software companies whose stock prices are under pressure because somehow AI is going to replace them," he said at a recent event. "It is the most illogical thing in the world." Indeed, Wall Street thinks Microsoft (MSFT +0.17%) and Datadog (DDOG +2.25%) are deeply undervalued at current prices. Among 60 analysts, Microsoft has a median target price of $600 per share. That implies 47% upside from its current share price of $409. Among 48 analysts, Datadog has a median target price of $180 per share. That implies 42% upside from its current share price of $126. Here's what investors should know these AI stocks. Microsoft: 47% upside implied by the median target price Microsoft enjoys a strong position in enterprise software, particularly in office productivity, enterprise resource planning, business intelligence, and low-code development tools. The company has supercharged its software products with generative AI copilots, which improve productivity by automating work. Paid Microsoft 365 Copilot seats rose 160% in the December quarter, according to CEO Satya Nadella. Meanwhile, Microsoft Azure is gaining market share in cloud computing. The company accounted for 21% of cloud infrastructure and platform services spending in the December quarter, up from 20% in the September quarter. Market share gains were driven by increased compute capacity and demand for Foundry AI services, which let developers build custom AI agents and applications. Azure is the only major public cloud that provides access to OpenAI frontier models via application programming interfac...

格隆汇3月10日｜杰富瑞将Shopify的目标价从125美元上调至150美元，维持“持有”评级。(格隆汇)

格隆汇3月10日｜首都在线(300846.SZ)今日涨0.51%，换手率34.12%，成交额50.39亿元。龙虎榜数据显示，深股通买入3.19亿元，卖出1.08亿元，净买入2.1亿元；游资“方新侠”位列卖一席位，净卖出1.13亿元；四家机构买入2.14亿元，卖出9146万元，净买入1.23亿元。上榜席位全天买入6.76亿元，卖出4.57亿元，合计净买入2.19亿元。(格隆汇)

Islay Capital Management LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,356 shares of the social networking company's stock, valued at approximately $996,000. Other large investors have also added to or reduced their stakes in the company. Westchester Capital Management Inc. purchased a new stake in shares of Meta Platforms during the 3rd quarter worth approximately $26,000. Bare Financial Services Inc purchased a new position in Meta Platforms in the second quarter valued at approximately $30,000. Knuff & Co LLC bought a new position in Meta Platforms during the second quarter valued at $44,000. Spurstone Advisory Services LLC bought a new position in Meta Platforms during the second quarter valued at $59,000. Finally, Evergreen Private Wealth LLC increased its position in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after buying an additional 35 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Wall Street Analyst Weigh In A number of equities research analysts recently issued reports on the company. Pivotal Research lowered their price objective on Meta Platforms from $930.00 to $910.00 and set a "buy" rating on the stock in a research note on Thursday, January 29th. Arete Research reiterated a "neutral" rating on shares of Meta Platforms in a research note on Thursday, March 5th. Roth Mkm lowered their price target on shares of Meta Platforms from $850.00 to $800.00 and set a "buy" rating on the stock in a research report on Monday, January 26th. Royal Bank Of Canada restated an "outperform" rating and set a $810.00 price target on shares of Meta Platforms in a research...