格隆汇3月9日丨美股恐慌指数VIX最新上涨5.53点至35.02点，为2025年4月以来的最高水平。

格隆汇3月9日｜丹斯克银行首席经济学家Minna Kuusisto在一份报告中表示，中东战争正在迅速升级，这表明战争很容易开始，几乎无法控制，也很难结束。Kuusisto表示，尽管这不是该行的主要预测情景，但“读者应该为一场长期战争做好准备”。Kuusisto表示，更广泛的中东和北非地区，也许还有欧洲部分地区，也在一定程度上受到影响。她说，供应瓶颈不仅可能损害原油和天然气，还可能损害化肥，而且问题持续的时间越长，通胀冲击更持久的风险就越高。

Hong Kong is not just China’s economic sandbox but also a driver of the country’s development, the finance chief has said, calling the city the nation’s international financial centre. Financial Secretary Paul Chan Mo-po said on Monday that Hong Kong must move swiftly to embrace artificial intelligence (AI) and “get empowered” in its use, as the opportunities it brought outweighed potential job losses. Speaking at the “Redefining Hong Kong 2026: Budget Edition” conference organised by the South China Morning Post, Chan also dismissed suggestions of any “reckless” use of the Exchange Fund. (Left to Right) SCMP deputy Hong Kong editor Olga Wong, AIA CEO Alger Fung, finance chief Paul Chan, Hong Kong McKinsey managing partner Arthur Shek and SCMP news editor Denise Tsang. Photo: Dickson Lee Asked about the role of Hong Kong in China’s broader development strategy, Chan said the city was “more than just” the country’s financial sandbox. Advertisement “We are also the driver for the country’s development,” he said. “A strong country must have a very strong international financial centre, and here, I underscore international.” Hong Kong has been assigned a key role under China’s 15th five-year plan, which is currently being deliberated in Beijing. Advertisement The national blueprint tasked Hong Kong with deepening integration with mainland China and reinforcing its role as an international financial hub, strengthening offshore renminbi and supply chain services, and accelerating the Northern Metropolis megaproject, among other initiatives.

Michael M. Santiago/Getty Images News As broader markets grapple with geopolitical uncertainty, oil prices above $100 per barrel, and renewed concerns over global logistics disruptions due to Strait of Hormuz tensions, investors are likely watching out for pockets of stability. Here, we are scanning the materials sector for reliable dividend payers. Below is a list of materials companies currently offering some of the highest dividend yields in the sector. Westlake Chemical Partners ( WLKP ) - Dividend Yield - 8.53% SunCoke Energy ( SXC ) - Dividend Yield - 8.11% AngloGold Ashanti ( AU ) - Dividend Yield - 6.50% Eastman Chemical Company ( EMN ) - Dividend Yield - 4.78% International Paper Company ( IP ) - Dividend Yield - 4.68% Mativ ( MATV ) - Dividend Yield - 4.26% Dow ( DOW ) - Dividend Yield - 4.21% Sylvamo ( SLVM ) - Dividend Yield - 4.12% LyondellBasell Industries ( LYB ) - Dividend Yield - 4.11% The Scotts Miracle-Gro Company ( SMG ) - Dividend Yield - 4.07% More on Westlake Chemical Partners, SunCoke Energy, etc. The Scotts Miracle-Gro Company (SMG) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow LyondellBasell: Reckless Gamble Or A Textbook Turnaround LyondellBasell: The Iran Crisis Could Be The Catalyst This Beaten-Down Chemical Giant Needs Dow upgraded at J.P. Morgan, seeing higher prices ahead for ethylene derivatives Dow, LyondellBasell upgraded at KeyBanc with Iran conflict seen boosting U.S. petrochemicals

Asahi Life Asset Management CO. LTD. cut its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,623 shares of the computer hardware maker's stock after selling 3,349 shares during the period. NVIDIA makes up about 5.7% of Asahi Life Asset Management CO. LTD.'s investment portfolio, making the stock its 2nd largest holding. Asahi Life Asset Management CO. LTD.'s holdings in NVIDIA were worth $10,192,000 as of its most recent SEC filing. Other large investors have also recently added to or reduced their stakes in the company. Joule Financial LLC grew its stake in shares of NVIDIA by 2.2% in the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after purchasing an additional 50 shares in the last quarter. Vision Financial Markets LLC raised its stake in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after purchasing an additional 53 shares in the last quarter. Websterrogers Financial Advisors LLC lifted its holdings in NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock worth $395,000 after purchasing an additional 54 shares during the period. IMG Wealth Management Inc. grew its position in NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock valued at $713,000 after buying an additional 54 shares in the last quarter. Finally, Cyr Financial Inc. grew its position in NVIDIA by 0.7% in the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker's stock valued at $1,444,000 after buying an additional 54 shares in the last quarter. 65.27% of the stock is currentl...

ANTIPODES PARTNERS Ltd reduced its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 13.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 675,608 shares of the e-commerce giant's stock after selling 108,722 shares during the quarter. Amazon.com makes up approximately 3.3% of ANTIPODES PARTNERS Ltd's investment portfolio, making the stock its 9th largest position. ANTIPODES PARTNERS Ltd's holdings in Amazon.com were worth $148,354,000 as of its most recent filing with the Securities & Exchange Commission. Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. increased its position in Amazon.com by 2.1% during the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant's stock worth $186,420,422,000 after purchasing an additional 17,447,045 shares during the last quarter. State Street Corp boosted its holdings in Amazon.com by 1.4% in the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant's stock valued at $82,073,203,000 after purchasing an additional 5,163,208 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock valued at $47,332,625,000 after purchasing an additional 3,721,658 shares during the last quarter. Norges Bank purchased a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $27,438,011,000. Finally, Northern Trust Corp grew its stake in shares of Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after buying an additional 302,858 shares during the period. Hedge funds and other institutional investors own 72.20% of the company's stock. Get Amazon.com alerts: Sign Up Insi...

Asahi Life Asset Management CO. LTD. lessened its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,992 shares of the iPhone maker's stock after selling 2,177 shares during the quarter. Apple comprises 5.2% of Asahi Life Asset Management CO. LTD.'s investment portfolio, making the stock its 3rd biggest position. Asahi Life Asset Management CO. LTD.'s holdings in Apple were worth $9,419,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors and hedge funds have also bought and sold shares of the company. Sellwood Investment Partners LLC lifted its holdings in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares in the last quarter. Nexus Investment Management ULC increased its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after acquiring an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter valued at approximately $65,000. Finally, Morgan Dempsey Capital Management LLC raised its position in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after purchasing an additional 125 shares in the last quarter. Institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up More Apple News...

ANTIPODES PARTNERS Ltd lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 37.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 300,347 shares of the software giant's stock after selling 179,607 shares during the quarter. Microsoft makes up approximately 3.5% of ANTIPODES PARTNERS Ltd's holdings, making the stock its 5th biggest position. ANTIPODES PARTNERS Ltd's holdings in Microsoft were worth $155,576,000 at the end of the most recent quarter. Other institutional investors have also recently made changes to their positions in the company. WFA Asset Management Corp raised its position in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC grew its position in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. increased its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company's...

AMG National Trust Bank lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 70,907 shares of the software giant's stock after selling 1,347 shares during the period. Microsoft comprises approximately 0.9% of AMG National Trust Bank's investment portfolio, making the stock its 25th biggest position. AMG National Trust Bank's holdings in Microsoft were worth $36,726,000 at the end of the most recent quarter. Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock worth $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. State Street Corp boosted its stake in shares of Microsoft by 1.1% during the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares during the period. Geode Capital Management LLC boosted its stake in shares of Microsoft by 2.0% during the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock valued at $88,714,256,000 after purchasing an additional 3,532,054 shares during the period. Norges Bank bought a new position in shares of Microsoft in the second quarter worth about $50,493,678,000. Finally, Northern Trust Corp grew its holdings in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Ana...

三个月，26万星标。一个名为OpenClaw的开源项目，在没有巨头背书、没有明星光环的情况下，仅凭一行“让AI在你电脑上真正干活”的描述，点燃了全球开发者的热情。 它的诞生，源于一个开发者试图解决AI“能说不能做”的个人实验。如今，这场实验已演变为全球开发者共同参与的范式迁移——AI正从“对话者”变成“执行者”，从云端回到本地，从“能说”到“能做”。 这个故事的主角，是一个在“山洞里敲代码”的独立开发者。而它的观众，是每一个渴望让AI真正为己所用的创造者。 01 从开源到26万star的现象级增长 创建于2025年11月24日的OpenClaw仓库在GitHub上创下现象级增长纪录。 其星标数在短时间内从10万飙升至超过20万，截至目前其star数已达到26.4万，在三个多月的时间里跃居全球开源项目星标榜前列，持续吸引着全球开发者的关注。 从一个人的疯狂试错，到数十万开发者的集体围观与共建，OpenClaw的成长轨迹，本身就是AI时代开发者力量的最佳注脚。 这不是一个典型的开源故事。 没有科技巨头的背景加持，没有明星创业者的光环，甚至没有一场像样的发布会。OpenClaw的起点，只是GitHub上一个名为openclaw/openclaw（曾用名：Clawdbot、Moltbot）的空仓库，首行提交记录是一段简单的README：“一个让AI能在你电脑上真正干活的框架。” 但正是这行朴素的描述，击中了全球开发者集体焦虑的痛点。 在过去三年里，AI行业陷入了一种奇怪的悖论：大模型的参数规模每季度翻倍，benchmark分数屡创新高，但普通开发者能实际构建的应用，却仍然局限在“聊天机器人”、“内容生成”、“代码补全”这几类有限场景。 问题出在权限——云端的AI再聪明，也无法读取你的本地文件、不能操作你的数据库、不能调用你的私有API。 OpenClaw正是通过赋予AI本地执行权限来打破这一困境。它采用本地优先架构，让AI能够直接执行上面的操作。正是这种能力让OpenClaw在GitHub上迅速走红——上线后保持稳定增长，Skill仓库数量持续增加，覆盖开发、设计、数据分析等多个专业领域。 “很多人以为OpenClaw是一夜成名，但其背后是长达十个月的疯狂试错。”OpenClaw创建者Peter Steinberger在访谈中坦言。这位曾开发PSPDFKit并成功出售公司的...

格隆汇3月9日｜南下资金净买入港股超300亿港元。

2026年开年，创投圈就经历了一场“狂轰乱炸”，数十家具身智能公司陆续宣布新融资，短短两个月内，披露融资的总额接近150亿元人民币，单笔融资金额动辄十亿起步。 不过如果你细看这些公司会发现，它们几乎全部成立于2024年之前，这也印证了此前投中网稿件中的一个结论： 随着资源进一步集中，具身智能本体的新晋者，机会越来越小了。 但事情有意思就在这里，即使大趋势如此，你也永远会期待会有“新人”冲出旧藩篱，打破老格局，创造出全新的叙事。 具身智能还远谈不上格局已定，“新人”已经说来就来了。 投中网独家获悉，至简动力（Simplexity Robotics）在不到半年的时间内，连续完成5轮融资，总融资金额达20亿元人民币，最后一轮融资投后估值已经超过10亿美元。至此，2025年下半年成立的至简动力，已经成为当前具身智能赛道最年轻的独角兽。 所谓“最年轻”， 一是成立时间短 ，从工商信息来看，2025年7月底注册成立，截至目前也就8个多月，还不满周岁； 二是成为独角兽的速度快 ，投中网了解到，这5轮已经完成的融资，总共只花了不到半年时间，因此进展迅速，也让机构形成了极强的共识；最后，从时间维度，虽说至简动力是个“新人”，但并不是个小白，创始团队来自理想汽车核心班底，人家早就已经在技术产品和商业上证明自己了。 翻看这5轮融资的投资人，都是国内有头有脸的市场化机构：包括元璟资本、蓝驰创投、红杉中国、君联资本、中科创星、高榕创投等一线投资机构，以及腾讯、阿里巴巴这样的科技生态战略投资方（部分信息来自投中嘉川CVSource）。并且，从公开信息来看，红杉中国、蓝驰创投、君联资本等绝大多数老股东，自其首轮投资起即连续多轮加码。 不到半年、五轮、20亿人民币、独角兽、有头有脸的机构、多轮加码，这些关键词你会联想到什么？ 我想到的是，创投圈终于又出现了久违的饥渴感。而且这种久违的“饥渴感”出现在一家成立仅8个月的公司身上，那就值得细究一番了。 基因 早期头部机构集体押注，最核心的逻辑肯定还是人。 前面提到，至简动力的核心创始团队来自理想汽车。资料显示，至简动力的CEO是前理想汽车智能驾驶技术研发负责人贾鹏，董事长是前理想汽车CTO王凯，COO是前理想汽车智驾量产负责人王佳佳， 所以要聊 VC为什么集体押注至简动力，那就逃不过卷出来的技术背景和被验证过的大规模落地经验这两个关键因素。 这支团队曾...

Key Points As a business that caters to the housing market, Home Depot faces demand that oscillates with the economy. The company’s leadership position among professional customers is a real advantage. Home Depot has paid a dividend in each quarter over the past 39 years. 10 stocks we like better than Home Depot › Owning industry-leading companies in your portfolio can be a smart strategy. When it comes to the home improvement sector, though, this hasn't worked out well in recent times. Shares of Home Depot (NYSE: HD) have produced a trailing five- and 10-year total return that comes up short of the S&P 500 index. This retail stock now trades 14% below its peak (as of March 4). If you're thinking about buying the dip, here are three things to know about Home Depot first. 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 » 1. Home Depot is a cyclical business Home Depot's revenue jumped by double-digit percentages in fiscal 2020 and fiscal 2021 due to cash-rich households spending on upgrades and renovations during a low-rate environment. Those gains seem like ancient history today because the last few years have not been the smoothest from a macro perspective, and the home improvement retailer has felt the pain. It reported 3.2% revenue growth, driven by a same-store sales gain of 0.3%, in fiscal 2025 (ended Feb. 1). Higher interest rates and consumer confidence at a 12-year low are discouraging homeowners from starting expensive projects. And management has called out low housing turnover that is pressuring demand. Between fiscal 2025 and fiscal 2028, Home Depot's revenue is expected to increase at a compound annual rate of 4.2%. That's not driving investor enthusiasm. 2. It's a top destination for professionals Besides selling to do-it-yourself (DIY) customers, Home Depot also targets professionals:...

南向资金净买入超300亿港元 2026-03-09 15:19:43 来源： 同花顺7x24快讯 分享 文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，截至目前，南向资金净买入超300亿港元，其中港股通(沪)买入超217.56亿港元，港股通(深)买入超84.09亿港元。

Optimism for a quick resolution of the conflict in the Middle East is rapidly ebbing in financial markets. What just days ago was a tentative wait-and-see trade has flipped into something far more decisive: investors are pricing in a deeper and longer-lasting supply shock — one that could squeeze growth while reigniting inflation. The selling means that about $6 trillion of market value has now been erased from global stocks since war in Iran began. Although equities trimmed declines and oil pared gains after the Financial Times reported that Group-of-Seven countries will discuss a possible joint release of petroleum from reserves, Monday’s market moves were still striking. The shift gathered pace after President Donald Trump said parts of Iran had yet to be attacked and that $100 crude was “a very small price to pay” for “Safety and Peace,” undercutting hopes the conflict would be relatively contained. As crude surged toward $120 a barrel, traders said it became clear the market was no longer positioned for a short confrontation. Brent crude spiked as much as 29% intraday — its biggest swing in almost six years — while measures of equity volatility jumped and trading volumes across Asian exchanges ran well above monthly averages. The price action bore the hallmarks of capitulation rather than caution. “The pendulum is swinging toward panic,” Danny Wong , chief executive officer of Areca Capital said by phone. “There is a stampede to sell or pare all kind of risk assets.” As markets opened across time zones on Monday, key technical levels fell in quick succession in equities, bonds and major currencies. Haven demand lifted the dollar, while energy shares advanced. At one point, Asian equities tumbled about 5.6%, their steepest drop since April. The Bloomberg Dollar Spot Index extended its advance. “Investors have had to increase their probability of the worst-case scenario,” said Rajeev de Mello , a global macro portfolio manager at Gama Asset Management. “The chall...

primeimages Amid broader markets grappling with geopolitical uncertainty, oil prices above $100 per barrel, and renewed concerns over global logistics disruptions due to Strait of Hormuz tensions, investors are likely watching out for pockets of stability. Here, we are scanning the energy sector for reliable dividend payers. Below is a list of energy companies currently offering some of the highest dividend yields in the sector. ECA Marcellus Trust I ( ECTM ) - Dividend Yield - 2 6.18% MV Oil Trust ( MVO ) - Dividend Yield - 10.40% - 22.22% Mach Natural Resources LP ( MNR ) - Dividend Yield - 16.00% Unit ( UNTC ) - Dividend Yield - 14.11% Chesapeake Granite Wash Trust ( CHKR ) - Dividend Yield - 11.80% Dorchester Minerals ( DMLP ) - Dividend Yield - 11.67% Evolution Petroleum ( EPM ) - Dividend Yield - 11.32% Kimbell Royalty Partners ( KRP ) - Dividend Yield - 11.25% VOC Energy Trust ( VOC ) - Dividend Yield - 10.46% TXO Partners ( TXO ) - Dividend Yield - 10.28% More on ECA Marcellus Trust I, MV Oil Trust, etc. Dorchester Minerals: Price Recovery Makes Sense, Valuation Is Still An Entry Position Dorchester Minerals: Solid Income Play, But I'm Not Buying Yet Kimbell Royalty Partners, LP Common Units (KRP) Q4 2025 Earnings Call Transcript Kimbell Royalty Partners targets stable 2026 production at 25,500 Boe/day with continued Permian focus amid organic growth Kimbell Royalty Partners GAAP EPS of $0.21 beats by $0.07, revenue of $82.45M beats by $5.36M

Prediction: This is how much further Palantir stock could fall in 2026 MSN

沪深两市成交额2.65万亿元，较上一个交易日放量4474亿元。 3月9日，A股三大指数集体收跌。沪指跌0.67%，深成指跌0.74%，创业板指跌0.64%。科创综指跌1.41%。 盘面上，通信服务、油气、煤炭、算力租赁板块涨幅居前，机场航运、培育钻石、CPO板块走低。 具体来看，算力租赁板块掀涨停潮，宏景科技、鸿博股份、拓维信息等多股涨停。 CPO板块调整，嘉元科技跌近9%，兆驰股份跌超8%，易天股份、长盈通、华光新材跌超7%。 沪深两市成交额2.65万亿元，较上一个交易日放量4474亿元。 【资金流向】 主力资金全天净流入计算机、电力设备、公用事业等板块，净流出交通运输、电子、通信等板块。 具体到个股来看，宝丰能源、拓维信息、比亚迪获净流入29.63亿元、28.57亿元、22.05亿元。 净流出方面，亨通光电、新易盛、中国船舶遭抛售15.47亿元、12亿元、8.29亿元。 【机构观点】 中信证券： AI产业持续发展，建议关注AI应用以及IP商业化等方向增量。 中金公司： 美伊冲击扩散，上调油价预测。 国金证券： 锂电行业建议重点关注涨价环节及固态新技术龙头。

财联社3月9日讯（编辑 童古） 以下为各家机构对港股的最新评级和目标价： 招商证券(香港)：维持兖煤澳大利亚买入评级 目标价38港元 招商证券(香港)就兖煤澳大利亚(03668.HK)发布研报称，中东地缘冲突推升天然气价格，有望驱动发电端由气转煤，带动海运动力煤价格上行；公司热电煤销售占比达84%，煤价每上涨1%将增厚盈利5%，短期受益于伊朗危机带来的价格弹性，维持买入评级及基于NPV的目标价38港元。 海通国际：维持澳博控股中性评级 目标价2.20港元 海通国际就澳博控股(00880.HK)发布研报称，卫星娱乐场集中关闭导致公司市场份额短期承压、EBITDA利润率下滑3个百分点，但公司正通过收购葡京酒店区域、凯旋门酒店及升级澳门半岛物业吸纳流失客群，预计2026年资本开支20亿港元用于博彩区升级，维持中性评级及目标价2.20港元。 交银国际：维持新意网集团买入评级 目标价8.58港元 交银国际就新意网集团(01686.HK)发布研报称，公司MEGA IDC一期已启用，出租率达91%，AI推理及高密度部署需求显著上升，多个大型客户潜在容量远超一期；叠加利率下行带动融资成本大幅减少25.4%，公司已度过资本支出与利率周期高峰，上调至买入评级，目标价8.58港元。 中信证券：维持京东集团-SW强烈推荐评级 中信证券就京东集团-SW(09618.HK)发布研报称，公司Q4零售经营利润同比仅降2.5%，好于预期；外卖亏损环比收窄，投入高峰已过；国补退坡影响趋缓，日百及3P广告收入保持双位数增长，叠加全年股东回报率约10%，维持强烈推荐评级。 中信证券：维持京东物流买入评级 中信证券就京东物流(02618.HK)发布研报称，公司Q4非IFRS净利润同比增长5.7%，即时配送并表带动京东集团内部收入同比大增68%，德邦私有化有望加速网络融合与盈利修复，海外仓面积翻倍后盈利进入释放期，维持买入评级。 中信证券：维持中烟香港买入评级 中信证券就中烟香港(06055.HK)发布研报称，公司2025年归母净利润同比增长14.8%，H2卷烟出口毛利率同比提升6.2个百分点至21.4%，创历史新高，主因自营渠道扩张及品规优化；作为中烟独家境外资本运作平台，稀缺价值凸显，维持买入评级。 申万宏源：维持哔哩哔哩-W买入评级 申万宏源就哔哩哔哩-W(09626.HK)发布研报称，公司Q4 DAU...

German industrial production and factory orders both fell at the start of the year, tempering hopes for a swift recovery in the key manufacturing sector. Output decreased 0.5% in January following a revised 1% decline the previous month, the statistics office said Monday. Economists polled by Bloomberg had expected a 1% rise. In a separate release, Destatis said demand plummeted 11.1% in January, after a major advance in December. That’s worse than anticipated by any economist in a Bloomberg survey. The data follow last month’s surveys of purchasing managers, which revealed that Germany’s manufacturing sector is growing for the first time since 2022 . A rebound is seen as crucial for Europe’s largest economy to shake off years of stagnating or shrinking output. In 2025, it eked out expansion of just 0.2%, a pace Chancellor Friedrich Merz deemed “unsatisfactory.” There’s widespread expectation that a major increase in defense and infrastructure spending will trigger a significant rebound over the course of the year. But risks from President Donald Trump ’s trade jolts remain, while the war in Iran — and the accompanying surge in energy prices — are boosting uncertainty. The Economy Ministry highlighted after strong fourth-quarter reading for the industrial sector, the retreat at the start of the year “doesn’t come as a surprise.” It also warned that the situation could still get worse. “Against the backdrop of current developments in the Middle East, which are not yet reflected in the indicators, and the significant rise in crude oil and gas prices on the world markets, the risk of a setback in the expected recovery of the industrial economy has increased significantly,” the Economy Ministry said in a statement. German Rebound Driven by Domestic Demand as Trade Weighs German Manufacturing Sector Grows for First Time Since 2022 German Business Outlook Improves Amid First Signs of Rebound The statistics office said that the drop in production was largely due to a retre...

Another fan, who identified herself by her first name, Kalpana, and was part of a gathering in Gurgaon, a suburb of Delhi, told news agency PTI: "Once again our team has proved that this is the best in the world."

國泰航空與西九文化區推出第五代「香港精神號」客機。 披上新塗裝波音777客機，兩邊機身的山水畫作由本地藝術家黃宏達設計，以本港地理數據結合人工智能(AI)編程創作。國泰與西九2023年起合作，包括協助運送250件、重約30噸的古埃及展覽文物抵港。 國泰行政總裁林紹波稱：「這架新飛機非常有未來感，代表香港和國泰擁抱創新的精神，積極迎向未來。我們希望透過這架飛機飛到全世界，將香港的特色藝術、文化，以至是香港的精神，傳遞到全世界。」 西九文化區董事局主席陳智思指出：「在『十五五』規劃綱要草案，再一次明確支持香港作為建設中外文化藝術交流中心，反映我們過去的工作獲得國家認同。繼續要推動中外文化藝術交流，促進文化、體育及旅遊協同發展，我們更需要跨界別合作。」

國泰航空與西九文化區推出第五代「香港精神號」客機。 披上新塗裝波音777客機，兩邊機身的山水畫作由本地藝術家黃宏達設計，以本港地理數據結合人工智能(AI)編程創作。國泰與西九2023年起合作，包括協助運送250件、重約30噸的古埃及展覽文物抵港。 國泰行政總裁林紹波稱：「這架新飛機非常有未來感，代表香港和國泰擁抱創新的精神，積極迎向未來。我們希望透過這架飛機飛到全世界，將香港的特色藝術、文化，以至是香港的精神，傳遞到全世界。」 西九文化區董事局主席陳智思指出：「在『十五五』規劃綱要草案，再一次明確支持香港作為建設中外文化藝術交流中心，反映我們過去的工作獲得國家認同。繼續要推動中外文化藝術交流，促進文化、體育及旅遊協同發展，我們更需要跨界別合作。」

国债期货收盘集体下跌 2026-03-09 15:15:43 来源： 同花顺7x24快讯 分享 国债期货收盘集体下跌，30年期主力合约跌1.11%报111.52元，10年期主力合约跌0.21%报108.315元，5年期主力合约跌0.14%报105.98元，2年期主力合约跌0.04%报102.46元。

南向资金净买入超290亿港元 2026-03-09 15:15:42 来源： 同花顺7x24快讯 分享 文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，截至目前，南向资金净买入超290亿港元，其中港股通(沪)买入超209.29亿港元，港股通(深)买入超81.69亿港元。