财联社3月9日讯（编辑 梓隆）， 今日（3月9日），“红利标杆股” 中国神华 放量大涨，截至收盘，其全天涨幅近4.6%，盘中一度涨超8%，股价升至49.59元，创2007年11月以来近18年新高。目前，中国神华年内涨幅达18.4%，相当于跑赢79.3%市场个股同期表现。 注：中国神华今日股价创18年以来新高（截至3月9日收盘） 近日股价录七日连阳，成交额创7个月新高 在历经近4个月的横盘震荡后，中国神华自本月起股价接连攀升，至今已录得七连阳，期间累计上涨近14.6%。受此提振，中国神华近期总市值也水涨船高，截至今日收盘，其目前规模近9300亿元，距离万亿市值大关仅相差7.5%。从量能数据方面，中国神华今日全天成交额42.77亿元，较上一交易日提升67%，同时创2025年8月以来近7个月新高。 注：中国神华今日放量明显（截至3月9日收盘） 从历史行情上看，自2007年上市以来，中国神华累计共有39个交易日成交额在40亿元以上，其中，2007年10月9日、2007年10月12日、2007年10月11日、2015年6月9日成交额均超100亿元。按年份来统计，其单日成交额在40亿元以上的交易日主要集中在2015年、2007年，各自占比达53.8%、28.2%。 注：中国神华单日成交额超40亿元的交易日按年份统计（截至3月9日收盘） 作为前几轮红利行情的主要“旗手”，中国神华的股价动向一直是投资者关注焦点。从资金面来看，中国神华近期融资余额整体变动不大，并仍处于近年低位。截至3月6日数据，其目前规模近6.52亿元，较去年年末时累计增长近0.63亿元，增幅接近一成。以整个 煤炭 行业（申万一级）统计，中国神华目前融资余额规模排名板块第七位。 注：中国神华近期融资余额变动情况（截至3月6日数据） 红利系指数月内领跑，三大成分股涨幅居前 进入本月以来，A股整体呈现跌多涨少的态势，截至今日收盘，全市场个股近6个交易日平均下跌3.5%，中位数跌幅4.3%。从指数层面来看，北证50、 科创50 在本月跌幅明显，幅度分别达9.3%、6.6%，而 红利指数 唯一飘红，月内涨幅达2.4%， 上证指数 、 沪深300 、 上证50 等指数月内跌幅相对靠后。 注：市场主要指数本月涨跌情况（截至3月9日收盘） 从成分股上看，以 中证红利 成分股统计，累计共有15股月涨幅在5%以上。其中， 中国海油 ...

Z 世代购物者扎堆逛商场，并在社交媒体上记录一切，助力实体零售迎来复苏 内容摘要 Z 世代正重新拥抱线下商场购物，为近年陷入困境的商场行业带来曙光。 弗吉尼亚州泰森斯 —— 萨维拉・戈尔赞平时总在刷手机，但当她需要为情人节约会准备穿搭时，这位 24 岁的年轻人还是选择了去商场。 “我其实不太喜欢网购，” 她说，“我是个追求即时满足的人，现在就要拿到。” 她一手拿着手机，一手拿着一件 29 美元的黑色蕾丝上衣，在 Instagram 上记录自己的购物过程。 这第一代 数字原生代 ，正在复活一种老式的美国消遣： 逛商场购物 。 数据公司尼尔森 IQ 显示，Z 世代的零售消费增速超过所有其他世代，预计到 2030 年，该群体全球年度零售支出将 超过 12 万亿美元 。 另一家数据公司 Circana 指出，相比年长群体，Z 世代在可支配收入中，花在 实体店 的比例更高。 近年来，商场行业饱受门店关闭、客流量下滑的困扰，部分原因是千禧一代并未像 X 世代那样热衷于逛商场。 而 Z 世代对商场的热情，成为了行业的一抹亮色，推动商场需求再度回升，助力零售复苏。 “现在人人都在做博主，” 萨维拉说，“这家店里至少有二三十个博主。” 根据 Circana 数据： 18–24 岁消费者去年 62% 的日用品是在实体店购买的 25 岁以上消费者这一比例为 52% 对在智能手机时代长大、关键成长期又经历疫情封锁的 Z 世代来说，线下买衣服、喝奶茶反而显得新鲜又刺激。 和朋友聚会、亲手触摸面料、在热闹的商场里闲逛的氛围，都是网购无法提供的体验。 “就算什么都不买，出门逛逛也超开心。”14 岁的普兰维・亚瓦内尼说。 Z 世代的商场体验，和父辈完全不同 如今 14–29 岁的 Z 世代，逛商场的方式和他们父母、祖父母那辈截然不同： TikTok 博主带动线下消费 年轻人在试衣镜前疯狂自拍 商场改造出适合拍社交媒体的场景 网红线上品牌纷纷进驻商场开实体店 泰森斯购物中心是美国地产商 Macerich 旗下最大、最繁忙的商场之一，情人节当天客流量超 9 万人。 16 岁的努拉说，她更喜欢线下购物，因为可以试穿，但她逛商场通常是从 Pinterest 或社交媒体博主的穿搭笔记开始的。 “我在网上找穿搭灵感，然后去店里买。” 商场运营商 Macerich 正在主动招揽受 Z 世代欢迎的线上品牌入驻，并...

2026年3月，在市场传出霍尔木兹海峡航运受阻、卡塔尔LNG设施受美以伊冲突影响引发供应担忧之时，中国风电海工巨头大金重工（002487.SZ）签下一纸协议：与波兰国有什切青Wulkan造船厂合作，为德国北海的NordseeclusterB海上风电项目（900MW）供应40套核心基础组件。 该公司自主建造的4万吨级专用甲板运输船“KINGONE”号，装载着为全球最大海上风电项目——英国Hornsea3（2.9GW）批量生产的单桩，从山东蓬莱起航，驶向欧洲。 天顺风能（002531.SZ）一名负责欧洲海上工程业务的人士看到了新的市场机会，他对记者表示：“欧洲谈海上风电，从谈‘碳中和’变成谈供气会不会断、电价会不会炸，这是本质区别。对我们来说，订单从可选变成了刚性，变成了必须交付。” 从德国北海到英国东海岸，中东的战火加剧了欧洲对能源安全的战略焦虑。当欧洲本土供应链在急迫的需求前显露疲态，甚至出现核心供应商被终止合同的窘境时，具备成本、规模与交付确定性优势的中国风电装备链，成了这场能源重构中的“补位者”。 大金重工董事长金鑫表示：“欧洲能源结构转型中，海上风电已从‘双碳选项’升级为‘能源安全必选项’。北海、波罗的海的风能资源与装机潜力，决定了其将成为欧洲摆脱油气依赖的核心抓手。” 催单 “欧洲客户现在（跟我们沟通的）第一句话是：‘你能不能保交付？’”大金重工一名负责国际业务的人士向记者描述着，自2024年底中东地缘局势日益紧张以来，该公司一线订单面对的微妙变化。他直言，过去欧洲客户的业务节奏是按部就班，现在则要求“提前锁产能、提前投料、提前船期”。采购决策周期从3到6个月，被压缩至1到2个月。 这种紧迫感早已体现在大金重工近期的行动中，比如签约波兰船厂、紧急交付Hornsea3项目等。 经济观察报记者了解到，其在手海外订单已超100亿元，排产至2027年，部分锁产协议甚至覆盖到2030年。 大金重工管理层曾在2026年1月22日该公司开展的机构调研活动中透露，中东地缘冲突进一步放大了欧洲对能源自主的诉求，直接推动英国AR7（即第七轮差价合约拍卖，是英国政府为可再生能源项目提供长期电价补贴的关键机制）、德国北海集群等项目FID（最终投资决策，指项目完成所有前期论证、具备开工条件的最后决策节点）密集落地。 与大金重工不同，海力风电的爆发则体现了全球共振的另一面。海力风电聚焦...

Grafissimo/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Chase Coleman’s Tiger Global Management 13F stock portfolio on a quarterly basis. It is based on Tiger Global’s regulatory 13F Form filed on 02/17/2026. Please visit our Tracking Chase Coleman’s Tiger Global Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q3 2025. Chase Coleman’s 13F portfolio value decreased from $32.36B to $29.17B this quarter. Recent 13F reports have shown 50+ positions. There are 33 stakes that are significantly large (more than 0.5% of the portfolio each), and they are the focus of this article. The largest five positions are Alphabet, Microsoft, Amazon, NVIDIA, and Sea Limited. Together, they add up to ~42% of the entire 13F portfolio. Prior to founding Tiger Global Management in 2001, Chase Coleman was the technology analyst at Tiger Management from 1997 to 2000, making him a bona fide “tiger cub.” To know more about Julian Robertson and his legendary Tiger Management, check out the book “Julian Robertson: A Tiger in the Land of Bulls and Bears.” Note: In July 2018, it was reported that Tiger Global had taken a ~$1B stake in SoftBank ( SFTBY ). The stock was at ~$5 (split-adjusted) at the time and currently trades at $11.64. New Stakes: Wealthfront Corporation ( WLTH ): WLTH had an IPO in December 2025. Shares started trading at $14 and currently go for $8.49. Tiger Global’s stake goes back to funding rounds prior to the IPO from 2018 onwards. Stake Increases: Flutter Entertainment ( FLUT ) : FLUT is ~3% of the portfolio position purchased during Q3 2024 at prices between ~$181 and ~$244. The stock currently trades well below that range at ~$112. There was a ~6% increase during the last quarter, and that was followed by a ~9% increase this quarter. Coupang, Inc. ( CPNG ) : The 2.12% CPNG stake saw a ~66% increase this quarter at prices between ~$22 and ~$33....

财联社3月9日讯，今日42股涨停，34股炸板，封板率为55%，王力安防、顺钠股份4连板，美利云3连板，金开新能7天4板，赤天化6天3板。市场全天探底回升，三大指数跌幅明显收窄，创业板指、深成指盘中一度跌超3%。沪深两市成交额2.65万亿，较上一个交易日放量4474亿。全市场超3900只个股下跌。板块方面，油气、煤炭、农业、算力租赁概念领涨；化纤、航空机场、航运港口、超硬材料板块领跌。 人气及连板股分析 连板股晋级率降至37.5%，除去2只个股实现3进4外，仅有美利云实现晋级3连板。不过市场整体情绪仍处于回暖态势，发布可能申请停牌核查公告的算电协同概念人气股豫能控股全天呈现低开高走行情，盘中续创阶段新高，支撑所属的绿电以及算力租赁概念维持强势，多只趋势抱团股继续向上展开加速。随着上周末OpenClaw消息面持续发酵，OpenClaw概念以及算力租赁相关产业链再度掀起涨停潮。而随着国际油价盘中冲高回落，人气龙山东墨龙、洲际油气等炸板回落逼近翻绿，引发能化产业链后排股展开补跌。可见科技与涨价概念间跷跷板行情依旧，短线风格剧烈切换仍是大概率事件。 主线热点 随着霍尔木兹海峡通行受阻，伊拉克、卡塔尔、科威特和阿联酋等重要产油国均已因储油能力不足而减少产量。引发原油期货早盘大幅跳涨，WTI原油期货一度涨超30%，逼近每桶120美元。中东原油供给急剧收紧逻辑引发能源线剧烈分化，大炼化、油运方向受到减产逻辑压制展开补跌，荣盛石化、恒力石化、中远海能整触及跌停。而直接受益涨价的油气，以及具备成本优势的煤化工板块，早盘一度掀起涨停潮，但随着午后WTI原油期货回落至100美元附近，板块内大部分品种遭遇炸板并相继展开调整。事实上随着部分投行机构将国际油价目标上调至150美元以上，当前油气板块的估值显然已经过度透支目前油价上涨预期，因此一旦原油期货陷入高位震荡，板块内多数后排股的调整压力仍有待释放。 OpenClaw发布仅四个多月，以超过24.8万的GitHub星标数，超越Linux成为GitHub平台上最受欢迎的开源项目。随着腾讯云、阿里云、华为云等国内主流云厂商已全面支持OpenClaw一键部署服务，OpenClaw概念以及算力租赁产业链持续火爆，美利云、宁波建工、拓维信息等多股实现连板晋级，20厘米人气股优刻得、宏景科技、青云科技封涨停。而随着深圳龙岗、无锡高新区等地发布新政支持Ope...

财联社3月9日讯（编辑 赵昊） 最近，金融市场对中东军事冲突迅速结束的乐观预期正在快速消退。 就在几天前，市场还只是采取观望态度，如今情况已发生明显变化：投资者开始计入更深远、持续时间更长的能源供应冲击，这种冲击可能重新点燃通胀的同时压制经济增长。 截至发稿，美股三大指数期货跌超1%，正在交易的德国DAX指数和法国CAC40指数跌超2.5%，已经收盘的日经225指数跌5.2%，韩国综合指数跌5.96%。 市场情绪的转折点出现在上周日：针对国际油价上涨，美国总统特朗普在社交媒体上评论称，这是为了“美国及世界的安全与和平”，而且只是一个“非常小的代价”。 这一表态削弱了市场此前对冲突将被控制在有限范围内的希望。日内，美国WTI原油期货和布伦特原油期货价格一度升至每桶120美元附近。 发稿前不久，国际油价收窄涨幅，因有消息称七国集团（G7）将召开紧急会议，讨论在国际能源署（IEA）协调下联合释放石油储备的可能性。 不再押注短期冲突 交易员表示，市场已经不再押注短期冲突。Areca Capital首席执行官Danny Wong表示：“市场的情绪正在从担忧摆向恐慌。投资者正在争先恐后地抛售或削减风险资产。” Gama Asset Management全球宏观投资组合经理Rajeev de Mello表示： “投资者不得不提高最坏情形发生的概率评估。问题在于，这是一种具有滞胀性质的冲击。” Wilson Asset Management对冲基金经理Matthew Haupt表示：“我原以为这周能睡个好觉，但现在看来不可能了，投资者正为一场‘漫长寒冬’做准备。” Haupt指出，“目前风险明显偏向下行，而且没有明确的结束时间表。” Van Eck Associates跨资产投资策略师Anna Wu表示：“当市场遭遇‘黑天鹅’事件时，一切资产都可能同时下跌。我们今天看到的正是这种情况——从股票、债券到货币几乎全面抛售，唯一例外的是石油和美元。” 据了解，东亚地区相当一部分原油和液化天然气进口都要经过霍尔木兹海峡，而该海峡正处于此次冲突的核心位置，依赖燃气发电及海湾供应链的日本和韩国更是高度暴露在风险之下。 Tokio Marine Asset Management基金经理Hironori Akizawa表示： “我正在提高现金仓位，因为如果中东危机持续很长时间，经济衰退或滞胀的概率...

The EU must decide whether the rules-based international order “is more a help or a hindrance to our credibility as a geopolitical actor”, the bloc’s top official said on Monday, in the strongest sign yet that it might break from decades of rigid adherence to global norms. In a speech to the European Union ’s ambassadors, European Commission President Ursula von der Leyen used her most forceful rhetoric to date to call time on the old system, urging the diplomats to quickly update their thinking or be left behind. “Europe can no longer be a custodian for the old world order , for a world that has gone and will not return,” von der Leyen said. Advertisement “We will always defend and uphold the rules-based system that we helped to build with our allies, but we can no longer rely on it as the only way to defend our interests or assume its rules will shelter us from the complex threats that we face.” 00:47 US-Israeli strikes hit oil storage facility in Tehran US-Israeli strikes hit oil storage facility in Tehran The call comes as war rages in the Middle East, triggered by US and Israeli strikes on Iran that were broadly seen as a breach of international rules. Advertisement Von der Leyen did not condemn the attacks in her speech, instead saying “there should be no tears shed for the Iranian regime” and speaking of an “existential” and “precarious” moment for Europe.

文章提及标的 新五丰 -- 生猪 -- 新五丰（600975）公告，2026年2月公司生猪销量33.95万头，同比增长8.19%，其中商品猪22.83万头；商品猪销价11.58元/公斤。1月生猪销量45.17万头，商品猪25.78万头，商品猪销价12.42元/公斤；1-2月累计生猪销量79.12万头，商品猪48.61万头。

油价飙涨突破每桶100美元，更多中东主要产油国产量受限，霍尔木兹海峡仍几乎完全关闭，而美国威胁加深这场颠覆能源市场的冲突。 布伦特油价一度飙升29%，至每桶119.50美元，创2020年4月以来盘中最大涨幅；WTI原油涨幅一度高达31%。油价在媒体一则报道之后收窄涨幅，报道称G-7财长将于周一召开紧急会议，讨论由国际能源署协调联合释放石油储备的可能性。 美国和以色列一周多前对伊朗发动空袭后，中东战争局势仍没有降温的迹象。霍尔木兹海峡这条狭窄的水道通常承载着全球五分之一的石油运输量，该通道的航运中断以及能源基础设施遭受的袭击，推高了原油和天然气的价格。 油价周一飙涨，因此前阿联酋和科威特开始减产，霍尔木兹港关闭导致储罐迅速填满。伊拉克上周已开始关闭产能。 美国总统唐纳德·特朗普在社交媒体平台Truth Social上就油价飙升深夜发帖，称短期油价上涨是和平所需付出的“微小代价”，并补充道一旦伊朗核威胁消除，油价就将迅速下跌。 ING Groep NV大宗商品策略主管Warren Patterson表示，“我们已经看到市场情绪迅速从最初对这只是一次短暂冲击的乐观看法，转向明显认为事态将持续更久，只要油轮无法通过霍尔木兹海峡，油价就只会继续上涨。” 已有十几个国家被卷入这场冲突，冲突加剧市场对爆发通胀危机的担忧。美国零售汽油价格已飙升至2024年8月以来的最高水平，这在今年晚些时候中期选举到来之际对特朗普及其政党构成重大挑战。 不过，特朗普暗示有意继续推进战争，他周六早间在社交媒体发帖称，美国将考虑打击伊朗境内一些此前并未列为目标的地区以及人员。此前，伊朗总统誓言绝不投降，此外，已故最高领袖哈梅内伊的儿子穆杰塔巴成为新的最高领袖。 ESAI Energy创始人兼总裁Sarah Emerson量化霍尔木兹海峡原油出口中断三周的影响。 周末期间，更多重要的能源基础设施受到威胁，沙特阿拉伯拦截并摧毁了飞向其日产量100万桶的Shaybah油田的无人机。上周，沙特被迫暂停该国最大炼厂Ras Tanura炼油厂的运转，并寻求将原油转至其红海港口出口。 “目前，最大的担忧仍然是霍尔木兹海峡的中断问题，”芝加哥Karobaar Capital LP首席投资官Haris Khurshid表示。“停产是一方面，但市场真正担心的是原油无法流通。” 新加坡时间13：44，布伦特油价上涨18%，...

Good morning, New York. Here's what you need to know today. Your Weather Planner We'll have pleasant weather to start the week. Highs, today, will climb into the 60s for many with a good deal of sunshine. CNY Forecast | Northern NY Forecast | Southern Tier Forecast Watch the latest news and more local stories from across the country. Around New York 1. School districts struggling with enrollment are looking forward to Micron boosting their budget Central Square Central School District is expecting its enrollment to double, which will bring in more state aid. 2. Syracuse caps off regular season with 71-69 OT loss to Pitt SU (15-16, 6-12 ACC) is currently on a five-game losing streak to close out the season inside the JMA Wireless Dome and heading into the ACC Tournament in Charlotte. 3. Police patrols increased through St. Patrick’s Day across N.Y. State and local police are increasing patrols for the days leading up to St. Patrick's Day as part of New York's latest impaired driving crackdown. Around the Nation 1. Oil and gas prices rapidly rise as Iran war shows no signs of letting up 2. Iran names Mojtaba Khamenei to succeed his slain father as supreme leader 3. Jan. 6 plaque honoring police officers is now displayed at Capitol after 3-year delay

*ST海源（002529）公告，公司于2025年4月29日起被实施退市风险警示。根据2026年1月31日披露的《2025年年度业绩预告》，预计2025年度实现营业收入3.5亿元至3.8亿元；扣除后营业收入3.4亿元至3.7亿元；归属于上市公司股东的所有者权益7500万元至1.1亿元；利润总额：-2.14亿元至-1.78亿元；归属于上市公司股东的净利润：-2.16亿元至-1.8亿元；扣除非经常性损益后的净利润：-1.96亿元至-1.6亿元。本次业绩预告相关财务数据尚未经会计师事务所审计，存在不确定性。若2025年经审计后的相关指标触及《深圳证券交易所股票上市规则》第9.3.12条规定的相关情形，公司股票将被终止上市。

Key Points Quarterly-filed Form 13Fs allow investors to track which stocks Wall Street's savviest money managers are buying and selling. Billionaire Chase Coleman pared down his fund's stakes in several Magnificent Seven stocks during the fourth quarter, including Meta Platforms and Microsoft. Meanwhile, another artificial intelligence (AI)-driven company has found its way to the top of the pecking order in Tiger Global's nearly $30 billion fund. 10 stocks we like better than Alphabet › Although earnings season tends to get most of the glory, the quarterly filing of Form 13Fs with the Securities and Exchange Commission is an equally important event for investors. A 13F provides investors with a detailed snapshot of which stocks Wall Street's savviest fund managers purchased and sold in the latest quarter. Feb. 17 marked the deadline for institutional investors with at least $100 million in assets under management (AUM) to file a 13F, including billionaire Chase Coleman, who oversees nearly $30 billion in AUM at Tiger Global Management. According to Tiger Global's 13F, the fourth quarter of 2025 marked the first time in 13 quarters (since Sept. 30, 2022) that Meta Platforms (NASDAQ: META) or Microsoft (NASDAQ: MSFT) wasn't Coleman's No. 1 holding. 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 » Billionaire Chase Coleman is paring down his fund's exposure to Meta and Microsoft Coleman is a huge fan of the artificial intelligence (AI) revolution and the "Magnificent Seven." Many of the 54 stocks held by Tiger Global are influenced by AI and/or have clear competitive advantages. Nevertheless, billionaire Chase Coleman was a seller of shares of Meta Platforms and Microsoft in the December-ended quarter. Tiger Global's boss dumped 1,073,621 shares of Microsoft (a 16% reduction) and 68,386 shares of Meta...

znm/iStock Editorial via Getty Images Investment Thesis The results of Bitmine Immersion Technologies ( BMNR ) and Sharplink Inc. ( SBET ) have begun to diverge sharply in the competitive battle to become the largest treasury holder of Ethereum. If in my previous analysis I believed that SBET had only a slight advantage, with BMNR maintaining its position as the sole leader, now I am becoming increasingly aware of the risks of Bitmine's business model, associated with its complete dependence on the recovery of the Ethereum ( ETH-USD ) price. The recent changes in market conditions and corporate actions have led to SBET's appeal only growing, enabling its shares to rise despite the continued decline in the value of cryptocurrency. In the meantime, its P/NAV multiple has dropped to 0.86x, with unrealized losses going past Strategy's ( MSTR ) levels. The issuance policy of Bitmine, allowing for the aggressive accumulation of 4.474 million ETH tokens , can lead to serious consequences, like capital dilution and the leveling of future cryptocurrency price recovery. On the other hand, with SBET going for a more low-key strategy, they're already getting returns from staking that are just like what BMNR's promising MAVAN project is bringing in. In addition, Sharplink offers investors a share buyback program worth up to $1.5 billion and a buffer in the form of a record concentration of institutional capital. My goal with this article is to explain why I'm rotating between these assets, picking a strategy that effectively hedges Ethereum. My interest is in betting on the crypto asset's price recovery while avoiding the "domino effect" from forced liquidations that Bitmine might face. My Previous Thesis In my previous article on SBET and BMNR , I made a direct comparison of treasury holders to determine who has more potential in the current Ethereum price dynamics. Even though a lot of market players prefer Bitmine, the advantages of SBET could be its high flexibility, additio...

Submarine components supplier Gabler Group AG ’s shares rose as much as 13.6% on their first day of trading in Germany, buoyed by strong demand among investors for European defense firms. Shares opened at €50 ($57.66) apiece on Monday, compared with the issue price of €44. Gabler and its majority owner Possehl Mittelstandsbeteiligungen GmbH sold €115.5 million worth of stock in the initial public offering. Possehl may raise a further €17.3 million through an over-allotment option. More than 140 institutional investors placed orders for shares amounting to about seven times the number on offer, Bloomberg reported last week. Over half of them weren’t allocated any shares. There’s been a series of defense IPOs in recent months as companies look to tap investor appetite for exposure to Europe’s rearmament plans. Armored vehicle and munitions maker CSG NV went public in Amsterdam and naval shipbuilder TKMS AG & Co. listed in Frankfurt. Defense technology firm Vincorion confirmed on Friday that it also plans to list in Frankfurt in the first half of this year. Read more: Defense IPOs’ 87% Gains Trounce Other European Debuts Defense and related activities, including hoistable masts for submarines, made up 75% of Gabler’s pro-forma revenue last year. The Lübeck-based firm also supplies technologies to monitor and safeguard critical underwater infrastructure and enable energy generation. The firm announced a contract in December to support Portuguese submarines with its technologies, adding to already existing commitments with the German and Italian navies. Gabler trades under the ticker “XK4.” The offering was arranged by Cantor Fitzgerald Ireland.

格隆汇3月9日｜摩根大通将迈威尔科技的目标价从130美元上调至135美元，维持“增持”评级。(格隆汇)

消费投资人迎来久违的振奋。 这要从一幕说起：3月6日，证监会主席吴清在十四届全国人大四次会议经济主题记者会上透露——将在创业板增设一套更加精准、更为包容的上市标准。 积极支持新型消费、现代服务业等优质创新创业企业在创业板发行上市。 新型消费，发行上市，字字千钧。 “否极泰来。” 北京某VC管理合伙人写下四个字形容自己的心情。这份激动背后，是过去几年里，A股没有见到一家消费IPO，消费投资机构集体面临着退出受阻的境况。 大门正在缓缓打开。 久违一幕，消费公司有望登陆创业板 这一幕影响深远。 在消费投资人看来，此次创业板新的上市标准不再唯“硬科技”论英雄，而是将目光投向了“新业态、新模式”——那些虽然不一定拥有前沿技术，但在商业模式、品牌塑造、供应链管理、数字化运营等方面同样具有创新能力和高成长性的新型消费企业，有望重新获得登陆A股的资格。 这意味着，那个曾经诞生无数消费牛股的创业板，将再次向消费企业敞开大门。 “畅通的退出路径堪称及时雨，久旱逢甘霖。”专注于新消费赛道的投资人王岚难掩激动。 她坦言，之前一些优秀的消费项目因为A股IPO无望，只能转去港股，但港股的流动性和估值分化明显，LP的回报普遍大打折扣。“现在创业板明确支持，基金回报率有望得到修复，对于后续募资无疑是巨大的利好。” 过去几年，退出难一直是困扰消费投资人的心头大石。此次改变，让人期待。 也许不久后，无论是主打情绪价值的潮流玩具，还是重构人货场的即时零售平台，亦或是融合AI技术的智能家居品牌，只要符合“优质创新创业”的定位，都有机会在创业板找到属于自己的位置。 此时，整个创投圈沉浸在AI世界，消费投资愈发边缘。不愿具名的消费投资人分析，此次改革绝不仅仅是让几家企业上市那么简单，而是对过去几年过度追捧单一赛道的一种修正——资本市场对“创新”的定义正在回归多元与包容。 “终于等到这一天了。”任职某知名VC消费组的Lisa感慨，“过去两年，我们看项目时总要先问一句‘有没有硬科技含量’，哪怕是个卖咖啡的，也得硬扯上点大数据算法。”现在，画像渐渐清晰。 据悉，目前创业板改革的总体方案已基本成型，将择机发布实施。新型消费的概念也有待明确。创投圈——无论是消费投资人还是消费创业公司，正翘首以盼。 消费苦IPO久矣 “这几年不容易。” 浸润消费投资多年，消费投资人说起个中滋味，十分感慨。甚至一度，整个行业都很迷茫，退出...

文章提及标的 美光科技 -- 闪迪 -- 西部数据 -- 美股期货跌幅收窄至1%附近，此前均跌超2%。美股存储概念股盘前拉升，闪迪（SNDK）涨超2%；美光科技（MU）转涨，此前一度跌超3%；西部数据（WDC）跌幅收窄至0.5%，此前一度跌超4%。

Ed Yardeni, one of Wall St.’s most revered market strategists whose overall forecasts of stock movements are widely followed, moved his odds for a market meltdown to 35% from 20%. He gave the war in Iran and rising oil prices as his primary reasons. He made his comments to Bloomberg. Yardini said his figures had ... Market Meltdown Odds At 35%

The US State Department ordered non-emergency American employees and diplomats in Saudi Arabia to leave the country, citing safety risks. The move comes as Iranian attacks across the Gulf continued with fears of a broader conflict. Imad Al-Abdulqader, partner at DGA-Albright Stonebridge Group spoke to Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche about the likely impact on business decisions in the region due to the war. (Source: Bloomberg)

3月7日，全国两会广东团小组会议上，高文院士转述了马化腾的一句话："没想到养龙虾会火得这么一塌糊涂。" 这句"没想到"，多少有些耐人寻味。 龙虾，正是当下席卷全球AI产业的开源Agent框架OpenClaw的中文昵称。它率先从全球极客与开发者社区引爆口碑，随后凭借极强的实用性破圈渗透，从技术圈的小众狂欢，演变为一场引爆全网的现象级事件，成为AI Agent从概念走向大众的关键里程碑。 就在OpenClaw出圈的同期，腾讯连出两步棋：QQ开放平台全量官宣原生接入OpenClaw，用户可一键创建机器人、直接在QQ里与龙虾对话；同时，一款名为QClaw的新产品悄然进入内测，主打本地一键部署，并试图以非官方技术路径直连QQ、微信。 这两步棋加在一起，勾勒出腾讯在这轮Agent热潮中的战略路径：以QQ官方通道卡位C端认知，以QClaw向更大的入口试探——而那个更大的入口，指向的是微信。 QQ、微信双端接入“小龙虾”，但腾讯并没有看上去“激进” 腾讯内部有一条久经验证的产品逻辑：新功能、新形态优先在QQ跑通验证，成熟后再向微信逐步落地。这并非明文规定，而是多年产品迭代中自然形成的风险可控、节奏稳健的上线策略。 微信作为覆盖12亿用户社交关系链的超级App，试错成本极高；而QQ用户以年轻群体为主，对新功能的接受度更高、包容度更强，天然成为腾讯测试前沿功能、验证新模式的内部试验场。 这套“先QQ试水、再微信渐进开放” 的路径，在多次AI迭代中反复验证：2024年3月，QQ率先上线"AI聊天搭子"，联合筑梦岛与混元助手让用户与AI角色对话互动；同年年末灰度推出"QQ智能体"，用户可在聊天界面唤起智能体、查找记录、发起群聊。上述功能，微信至今未全面跟进。 2025年2月，DeepSeek热潮期间，QQ浏览器率先完成混元与DeepSeek-R1双引擎接入，微信同期灰度测试AI搜索，第一天便因服务器过载崩溃，腾讯紧急调用元宝托底。先让QQ消化冲击，再向微信开放——这个节奏没有变过，此次Opeclaw接入亦然。 这背后还有一个常被忽视的原因：QQ比外界认知的更具“生产力”。QQ群作为项目协作、行业交流的载体，在职场中的渗透从未真正衰退，拥有一个沉默却规模巨大的生产力用户群体， 也让QQ与OpenClaw的多任务并行、自动化工作流高度契合。 用户在手机或电脑端登录QQ开放平台，扫码创建机器人，...

Source: Bloomberg, 6:25

A massive avalanche of garbage at Indonesia’s largest landfill site killed at least five people and left several others missing after heavy overnight rain triggered a rubbish dump collapse, officials said Monday. More than 300 search-and-rescue personnel, using heavy machinery and sniffer dogs, were deployed to the sprawling dump site late on Sunday at the Bantargebang Integrated Waste Treatment Facility in Bekasi, a city just outside the capital of Jakarta. Rescuers worked cautiously amid unstable heaps of waste, said Desiana Kartika Bahari, who heads Jakarta’s Search and Rescue Office. Advertisement She said the victims included two garbage truck drivers and two food stall sellers who had been working or resting near the landfill, while four people managed to escape the disaster. This aerial picture shows a rescue team using heavy machinery to search for missing people following a landslide at a rubbish dump in Indonesia. Photo: AFP Rescuers, including police, soldiers and volunteers, were still searching for at least three people reported missing, Bahari said. Advertisement “We had not ruled out the possibility of more victims,” she said. “We are still gathering data to confirm how many vehicles and workers were caught beneath the debris.”

格隆汇3月9日｜花旗将克罗格的目标价从68美元上调至71美元，维持“中性”评级。(格隆汇)

恒瑞医药（HK1276）公告，子公司福建盛迪医药有限公司收到国家药监局核准签发的HRS9531注射液的《药物临床试验批准通知书》，同意其开展慢性肾脏病(CKD)的临床试验。HRS9531注射液是一种具有全球自主知识产权的新型靶向双激动剂，可在体内调节糖脂代谢、抑制食欲和增强胰岛素敏感性，从而起到改善血糖和减轻体重的效果。

3m ago 09.56 GMT A man was killed and several more were injured in an airstrike fired toward central Israel on Monday, the Israeli emergency services, Magen David Adom, said. It is unclear who launched the attack. Several people who were injure sustained their injuries as they made their way to a shelter, Magen David Adom said, including a 78-year-old man with a head injury. The man who was killed was about 40 years old, according to Magen David Adom. From that same location, another man, also about 40 years old, was rushed to a hospital in serious condition. Further to the scene at a construction site in central Israel, MDA EMTs and paramedics pronounced the death of a man, approximately 40 years old, and evacuated to Sheba Tel Hashomer Hospital a man, approximately 40 years old, in serious and unstable condition. pic.twitter.com/cmKg8rkk4u — Magen David Adom (@Mdais) March 9, 2026 Share 37m ago 09.22 GMT Two people were injured in two separate locations in Abu Dhabi in the United Arab Emirates after they were hit by debris from an intercepted airstrike, authorities posted on X on Monday. The first person, a Jordanian national, suffered a minor injury while the second person, an Egyptian national, suffered a moderate one, the Abu Dhabi media office said. تعاملت الجهات المختصة في إمارة أبوظبي مع حادثين نتيجة سقوط شظايا على موقعين، عقب الاعتراض الناجح من قبل الدفاعات الجوية. أسفر الحادث الأول عن تعرض شخص من الجنسية الأردنية لإصابة بسيطة، وأسفر الحادث الثاني عن تعرض شخص من الجنسية المصرية لإصابة متوسطة. ونهيب بالجمهور استقاء… — مكتب أبوظبي الإعلامي (@ADMediaOffice) March 9, 2026 Share 1h ago 08.58 GMT Human Rights Watch accuses Israel of using white phosphorus weapons in Lebanon Human Rights Watch (HRW) on Monday said the Israeli military unlawfully fired white phosphorus munitions in the town of Yohmor in southern Lebanon. The international NGO said its researchers made this determination after verifying and geolocating seven images showing airburst white phosphorus ...

Advanced Micro Devices (NASDAQ:AMD) Presents a Compelling Growth and Technical Setup ChartMill

上期所调整石油沥青、丁二烯橡胶期货相关合约涨跌停板幅度和交易保证金比例---蓝鲸新闻3月9日电，上期所公告，自2026年3月10日（星期二）收盘结算时起，涨跌停板幅度和交易保证金比例调整如下： 石油沥青期货bu2607、bu2608、bu2609、bu2610、bu2611、bu2612、bu2701、bu2702、bu2703、bu2706、bu2709、bu2712合约涨跌停板幅度为12%，套保持仓交易保证金比例为13%，一般持仓交易保证金比例为14%。 丁二烯橡胶期货br2603、br2606、br2607、br2608、br2609、br2610、br2611、br2612、br2701、br2702合约涨跌停板幅度为12%，套保持仓交易保证金比例为13%，一般持仓交易保证金比例为14%。