Private Advisor Group LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 8.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 151,458 shares of the enterprise software provider's stock after acquiring an additional 11,545 shares during the period. Private Advisor Group LLC's holdings in Oracle were worth $42,596,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up A number of other institutional investors and hedge funds also recently modified their holdings of the business. Mosaic Advisors LLC bought a new stake in Oracle during the third quarter worth $278,000. Flavin Financial Services Inc. grew its stake in Oracle by 9.3% in the 3rd quarter. Flavin Financial Services Inc. now owns 15,025 shares of the enterprise software provider's stock valued at $4,226,000 after purchasing an additional 1,283 shares during the period. Alamar Capital Management LLC bought a new position in Oracle in the 3rd quarter valued at $2,651,000. Certified Advisory Corp increased its position in shares of Oracle by 6.5% during the 3rd quarter. Certified Advisory Corp now owns 4,824 shares of the enterprise software provider's stock valued at $1,357,000 after purchasing an additional 293 shares during the last quarter. Finally, PFG Advisors raised its stake in shares of Oracle by 11.5% during the 3rd quarter. PFG Advisors now owns 5,695 shares of the enterprise software provider's stock worth $1,602,000 after purchasing an additional 588 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors. Key Oracle News Here are the key news stories impacting Oracle this week: Insider Buying and Selling In other news, insider Mark Hura sold 15,000 shares of the firm's stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00...

Constellation Software press release ( CNSWF ): Q4 GAAP EPS of $5.19. Revenue of $3.18B (+17.8% Y/Y) beats by $30M , (6% organic growth, 2% after adjusting for changes in foreign exchange rates) Cash flows from operations (“CFO”) was $788 million, an increase of 16%, or $110 million, compared to $678 million for the comparable period in 2024. Free cash flow available to shareholders 1 (“FCFA2S”) was $423 million, a decrease of 12%, or $59 million compared to $482 million for the comparable period in 2024. More on Constellation Software The Death Of Predictable Software? Constellation Software's Valuation Reckoning Constellation Software: Shares Decline And We Find This Valuation Compelling Constellation Software: One Of The Last Places AI Entrepreneurs Will Target ClearBridge International Growth EAFE Strategy exits Novo Nordisk, adds Roche in Q4 Seeking Alpha’s Quant Rating on Constellation Software

该区域战争险费率已从船壳价值的0.2%左右大幅攀升至约1%，在近日内增长了五倍。 中东局势蔓延，海上货运“战争险”保费也随之开启暴涨模式。 据第一财经记者梳理，目前航运保险市场已出现连锁反应。嘉德保赔协会（Gard AS）、北英标保赔协会（NorthStandard Ltd.）、汽船互助保赔协会（Steamship Mutual）、苏黎世保赔协会（Skuld）、日本保赔协会（Japan P&I Club）、美国保赔协会、瑞典保赔协会以及伦敦保赔协会等国际保赔协会集团成员已相继发布战争险撤保通知。 保险经纪和风险咨询公司达信（Marsh）亚洲区海事、货运及物流业务董事总经理沃尔斯（Michael Walls）接受第一财经记者采访时介绍， 波斯湾及阿曼湾周边海域船只的战争险费率已从船壳价值的0.2%左右大幅攀升至1%及以上 ，在近日内增长了五倍。 “例如， 一艘巨型油轮（VLCC）的单航次保费可能会增加约100万美元，而一艘大型集装箱船的保费增幅则约为150万至200万美元。 实际保费因船只、货物、航线及承保人的承保意愿而异，且会随局势发展而迅速变化。”他称。 对保险业的影响剧烈且广泛 据央视新闻报道，当地时间3月2日深夜，伊朗伊斯兰革命卫队司令顾问表示，霍尔木兹海峡已被关闭，伊方将打击所有试图从霍尔木兹海峡通过的船只。 截至第一财经记者发稿，纽约原油期货价格已攀升至103.20美元/桶，日内涨幅高达13.72%。 作为回应，马士基、赫伯罗特和达飞海运等多家航运巨头已宣布在另行通知前，所有航线均避开红海，改道非洲好望角。丹麦航运公司Norden也暂停了所有涉及穿越霍尔木兹海峡的新业务。达飞海运还对通过该地区的集装箱加收了每箱2000美元-4000美元的“紧急冲突附加费”。集装箱承运商海洋网联船务（ONE）首席执行官尼克松（Jeremy Nixon）也表示，全球约10%的集装箱船正卷入这场更大规模的滞留中，货物可能很快就会在欧洲和亚洲的港口及中转枢纽堆积如山。 保险业的损失也迅速扩大。投资银行杰富瑞（Jefferies）在3月5日发布的报告中称，当时报损的至少七艘船只可能给保险业带来高达17.5亿美元的损失。与此同时，晨星（Morningstar DBRS）也在本月初的报告中预警，再保险公司可能会通过提高赔付门槛或削减承保能力来应对风险，这将导致直接承保人承受巨大压力，甚...

peshkov Wall Street's fear gauge reached levels not seen in nearly a year on Monday as an oil shock continued to roil global markets. The CBOE Volatility Index ( VIX ) topped the 30 level for the first time since April 22 amid the Liberation Day tariff volatility that took the index above 60 intraday at the peak. Monday's intraday high topped 35. Here is a group of ETFs and ETNs to further track market volatility: Short Term Volatility Funds: The iPath Series B S&P 500 VIX Short Term Futures ETN ( VXX ) and the ProShares VIX Short-Term Futures ETF ( VIXY ). Medium Term Volatility Funds: The iPath Series B S&P 500 VIX Mid-Term Futures ETN ( VXZ ) and ProShares VIX Mid-Term Futures ETF ( VIXM ). Leveraged Volatility Funds: The ProShares Ultra VIX Short-Term Futures ETF ( UVXY ), ProShares Short VIX Short-Term Futures ETF ( SVXY ), and 2x Long VIX Futures ETF ( UVIX ). More on S&P VIX Index Macro Insights: Operation Epic Fury, Illegal Tariffs, And The Dumbest Tax Ever Made Cross-Asset Vols Spike On Iran Risk As Oil Surges SPX Skew Steepens To 1Y High As Tariff Uncertainty Rises European indexes take a dip as volatility spikes, yields surge Goldman Sachs CEO surprised by market reaction to Iran war

Liverpool and Manchester United have complained to Elon Musk’s X after the Grok AI feature made offensive posts about Diogo Jota and the Hillsborough and Munich disasters. The posts were generated when users asked the AI tool to make hateful posts about the two football teams. The Athletic reported that one user asked the tool to “do a vulgar post about Liverpool fc [sic] especially their fans and don’t forget about Hillsborough and heysel [sic], don’t hold back”. Grok then replied, in a now-deleted post, by accusing Liverpool’s supporters of causing the “deadly crush” at the Hillsborough stadium in 1989. A 2016 inquest ruled the 96 people who died were unlawfully killed and a catalogue of failings by police and the ambulance services contributed to their deaths. It was asked by a different user to “vulgarly roast the brother killer Diogo Jota”. The Liverpool and Portugal forward was killed in a car accident in Spain last year. Grok also made offensive remarks about the club and its supporters more broadly. Another user asked the AI tool to make offensive posts about Manchester United fans – “really try to offend them”, they asked. Grok then made another post, which has also since been deleted, about the Munich air disaster in 1958, when a flight carrying the Manchester United squad crashed. It claimed the lives of 23 people. Grok has responded to some users on X explaining its actions. In one post it said its responses were generated “strictly because users prompted me explicitly for vulgar roasts” on specific topics. It added: “I follow prompts to deliver without added censorship. The posts have been removed from X after complaints. No initiation of harm on my end.” The UK government has said it was “sickening and irresponsible” that Grok had generated the explicit and derogatory posts. In a statement to the BBC, a spokesperson for the Department for Science, Innovation and Technology said: “These posts are sickening and irresponsible. They go against British valu...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Why Semiconductor Manufacturing International is on investors’ radar Semiconductor Manufacturing International (SEHK:981) has caught investor attention after recent share price weakness, with the stock showing declines over the past week, month, and past 3 months despite a positive 1 year total return. This contrast between shorter term pullbacks and longer term gains is prompting some investors to reassess how the current HK$60.85 share price lines up with the company’s reported revenue of $9,045.37m and net income of $619.867m. See our latest analysis for Semiconductor Manufacturing International. The recent 1 day, 7 day, 30 day and 90 day share price returns all show declines. This contrasts with a very large 3 year total shareholder return and suggests momentum has cooled after a strong run for longer term holders. If this kind of pullback in a chip manufacturer has you thinking about other areas linked to computing demand, it could be a good time to look at 35 AI infrastructure stocks as a fresh set of ideas. With shares at HK$60.85, recent short term weakness sits alongside a very large 3 year total return and revenue of $9,045.37m with net income of $619.867m. The key question is whether this represents a fresh entry point or whether the market has already priced in future growth. Most Popular Narrative: 19.8% Undervalued At HK$60.85, the most followed narrative sees fair value closer to HK$75.86, which puts a spotlight on the earnings and revenue path behind that gap. SMIC's aggressive expansion of wafer capacity, particularly in 8-inch and 12-inch nodes, positions the company to capture rising demand from domestic downstream markets such as automotive and analog, supported by strong volume growth and high utilization rates; this supports long-term revenue growth and stabilization of gross margins. Read the complete narr...

(RTTNews) - Signet Jewelers Ltd. (SIG) on Monday revised its fourth quarter and fiscal 2026 outlook. The company expects to deliver results in the upper half. J.K. Symancyk, Chief Executive Officer, stated, "Sales momentum continued with a positive Valentine's Day performance with similar trends into March. We are looking forward to providing our strategic priorities and Fiscal 2027 guidance next Thursday." For the fourth quarter, the company now projects operating income of $313 million to $318 million, and adjusted operating income of $322 million to $327 million. Sales are expected to be in the range of $2.34 billion to $2.35 billion, and same store sales would be down in the range of 0.9 percent to 0.7 percent. Merchandise average unit retail or AUR was up approximately 4 percent to 5 percent. For the fourth quarter, Signet Jewelers previously anticipated adjusted operating income of $277 million to $327 million, on sales of $2.24 billion to $2.37 billion. Further, for fiscal 2026, the company now expects operating income of $388 million to $393 million and adjusted operating income of $510 million to $515 million, with sales of approximately $6.8 billion. Same store sales would be up 1.2 percent to 1.3 percent. AUR was up approximately 6 percent to 7 percent. While announcing the third-quarter results in December, the company was expecting annual sales of $6.70 billion to $6.83 billion. In pre-market activity on the NYSE, Signet Jewelers shares were trading at $90.89, up 0.13 percent. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

matejmo/iStock via Getty Images Inflows supported by opposite shores - February in review Global physically backed gold ETFs 1 registered another month of inflows in February, adding US$5.3bn – the strongest two-month start to a year and the ninth consecutive monthly increase, as investors continued to build allocations amid elevated geopolitical risk and shifting macro conditions (Chart 1 ). Total global holdings rose to a new all-time high, increasing 26t in the month to 4,171t, while a further rise in gold prices lifted global AUM to a record US$701bn. North America once again led global demand; Asia extended its steady run of inflows, and Europe stood out as the only region to record net outflows following heavy early-month redemptions tied to the late-January precious metals sell-off. Chart 1: Global gold ETF momentum builds early in the year Regional overview North America added US$4.7bn in February, marking its ninth consecutive month of inflows. While this may not surprise many investors, given the current environment, such a sustained run is notable and shouldn’t be overlooked. Outside of the initial conditions phase 2 there have only been two other periods in which the region recorded at least nine straight months of inflows – during the Global Financial Crisis (GFC) and the COVID-19 pandemic. Although these episodes were driven by different dynamics, both were characterised by elevated systemic risk. As a result, diversification into safe haven assets remains a consistent theme for investors. The recent rally in gold prices, following the late-January pullback and early-February softness, also helped attract new buyers and contributed to inflows. It was the usual suspects that helped drive these inflows: Heightened geopolitical risk, particularly involving Iran 3 A more favourable opportunity cost for holding gold, driven by dollar weakness and lower rates Ongoing trade and policy uncertainty following the Supreme Court’s ruling on tariffs 4 Equity market...

An energy analysis published by JPMorgan has put some numbers on the extent of that error that German Chancellor Friedrich Merz has admitted from its decision to shutter nuclear production in wake of the accident at Japan’s Fukushima plant in 2011.

enCore Energy press release ( EU ): FY GAAP EPS of -$0.30. More on enCore Energy Seeking Alpha’s Quant Rating on enCore Energy Historical earnings data for enCore Energy Financial information for enCore Energy

AndreyPopov Eric Trump and Donald Trump Jr., the president’s sons, are backing a new drone company that is vying to meet fresh demand from the Pentagon and fill a hole left by the administration’s ban on new Chinese drones in the U.S., the Wall Street Journal reported. Powerus, a drone roll-up company based in West Palm Beach, Fla., is merging with a publicly traded golf-course holding company backed by the Trumps, Powerus executives said. The reverse merger will result in Powerus, which was formed last year, trading on the Nasdaq stock exchange in the coming months, the report added. Powerus says it plans to acquire Ukrainian drone tech to sell to the U.S. military. The company is currently in the process of expanding U.S.-based manufacturing and strategic partnerships to increase production capacity and supply chain resilience. Drone stocks including AeroVironment ( AVAV ), Kratos Defense ( KTOS ), Draganfly ( DPRO ), Red Cat Holdings ( RCAT ), Rocket Lab ( RKLB ), and Velo3D ( VLDXD ), have been in focus amid Middle East tensions, as demand for military and surveillance technologies rises. More on markets, 10-13% Yielding Blue Chips Getting Way Too Cheap To Ignore Wall Street Breakfast Podcast: G7 Weighs Oil Market Boost AVI Limited 2026 Q2 - Results - Earnings Call Presentation 3D Systems reports mixed Q4 results; introduces Q1 outlook Editas Medicine GAAP EPS of -$0.06 beats by $0.20, revenue of $24.74M beats by $15.97M

格隆汇3月9日｜以色列财政部数据显示，2月财政赤字占GDP比重降至4.7%，1月为4.9%。

格隆汇3月9日｜纳斯达克集团宣布计划推出用于股票代币化的股权代币设计。

在人工智能深度重塑商业逻辑与组织形态的时代，AI 不再是人力资源领域的可选工具，而是重构HR工作价值、推动组织发展的核心驱动力。从组织AI转型的战略参与到AI应用的落地执行，从AI素养的构建到核心能力的升级，懂AI的HR才能跳出事务性工作的桎梏，从“菜单上的被选择者”转变为“餐桌上的战略参与者”，成为组织AI转型与人才管理升级的关键纽带。 首先，HR要确保自己在组织的 AI 转型中占据主动 AI 对人力资源领域的颠覆，并非简单的工具替代，而是对HR工作模式、价值定位与组织角色的根本性重构。当众多组织纷纷推动人力资源自动化、智能化实践， HR面临着一个核心命题：在组织的AI转型中，是成为被边缘化的“菜单上的存在”，还是成为深度参与的“餐桌上的战略伙伴”。答案的关键，在于HR能否拥抱AI变革，从而占据主动。 传统HR工作长期存在两大痛点： 一是“信息孤岛和专业孤岛”导致的协同壁垒，绩效、薪酬、培训等等模块数据分散，各领域专家难以实现数据互通与深度分析； 二是重复性事务消耗大量精力，流程协调、材料编写等等基础性工作让HR难以聚焦高价值的人才洞察与组织规划。 而 AI 技术的出现，为解决这两大痛点提供了关键路径，也为HR主动参与组织的AI转型创造了切入点。 AI 对HR的改变，本质是通过工作模式、价值定位与组织角色，这三大核心的重塑推动其从“事务导向”向“战略驱动”转型： 第一个核心是工作模式的重塑、 AI可以覆盖员工全生命周期管理，打破“信息孤岛和专业孤岛”，实现数据与知识的互联互通，大幅提升HR全流程生产力； 第二个核心是价值定位的重塑、 AI将HR从重复的事务性工作中解放，使其聚焦员工需求洞察、组织发展规划等等关键领域，提供更贴合组织需求的高价值服务； 第三个核心是组织角色的重塑、 AI帮助HR构建数据驱动的人力资源决策生态，让HR从单纯的后勤支持部门，转变为凭借数据洞察为业务发展提供战略支撑的核心伙伴。 HR要在组织的AI转型中占据主动，就必须认清这一变革本质，主动成为AI技术在人力资源领域落地的推动者与实践者。 一方面、 要率先在HR模块内部推动AI应用，从招聘、绩效、培训等等具体工作出发，通过AI优化流程、提升效率，用实际成果证明AI对人力资源工作的价值，获得组织管理层与业务部门的认可。 另一方面、 要以HR的专业视角，为组织整体的AI转型提供人才支撑，预判AI...

3D Systems press release ( DDD ): Q4 Non-GAAP EPS of -$0.13 misses by $0.04 . Revenue of $106.3M (-4.2% Y/Y) beats by $8.31M . Healthcare Solutions revenue increased 25% to $50.5 million compared to the prior year period. Industrial Solutions revenue decreased 21% to $55.8 million compared to the prior year period. Adjusting for Geomagic, revenue decreased 11% year over year. Adjusted EBITDA improved by $13.8 million to a loss of $5.3 million compared to the prior year period primarily driven by reductions in operating expense. The Company expects to continue its momentum in top-line growth and bottom-line performance in 2026. First Quarter 2026 Outlook Revenue: $91 - $94 million vs. consensus of $90.60M Adjusted EBITDA: ($5) million - ($3) million More on 3D Systems 3D Systems: Cash Flow Breakeven Could Unlock Multiple Expansion Most and least shorted industrial stocks with up to $2B market cap Most and least shorted industrial stocks with up to $2B market cap Seeking Alpha’s Quant Rating on 3D Systems Historical earnings data for 3D Systems

Key Points Buffett is no longer CEO, but his legacy will live on at Berkshire Hathaway. It's worth buying the conglomerate's shares at their current levels. 10 stocks we like better than Berkshire Hathaway › Things have changed significantly for Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) during the past five years. One of the conglomerate's architects, Charlie Munger, died back in 2021. And last year, its longtime chief executive officer and legendary investor, Warren Buffett, said he was stepping down as the company's head. Given these changes, many investors are skeptical of Berkshire Hathaway's future. However, there are still good reasons to buy the stock. Let's consider two of them. 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. An enduring culture What has made Berkshire Hathaway so successful during the past few decades? Buffett and Munger's leadership is undoubtedly an important part of it. They ran the company, acquired new subsidiaries, and invested in stocks according to a set of principles and a culture they fostered across the entirety of the business. It's going to be hard for anyone to fill Buffett and Munger's shoes, but Greg Abel, the company's new CEO, seems determined to run Berkshire Hathaway according to the same set of principles, something he communicated quite explicitly both within the company and to outside observers. As Abel said in his recent first letter to shareholders as CEO of the conglomerate, "Last month, I sent a letter to our employees to emphasize that Berkshire's culture and values remain unchanged and will continue into perpetuity." Abel shared this letter with Berkshire Hathaway's shareholders. Now, the good news is that Abel does not have to emulate Buffett and Munger exactly. After all, when the latter first started, they had nothing like a Berkshire...

z1b/iStock via Getty Images One of the best times to invest in a stock is when it is a high-quality business with an impressive track record, a skilled management team, high-quality assets, and a business model, and yet trades at a clear discount to its historic norms due to a broader narrative impacting its industry. This is particularly true if you dig into the situation and realize that, while some of its lower-quality peers are stumbling, creating fears about the broader industry, its fundamentals remain firmly intact. This is perhaps most clear today in the business development company sector ( BIZD ) with names like FS KKR Capital Corp ( FSK ), BlackRock TCP Capital Corp ( TCPC ), and others that are dealing with rising non-accruals and plunging NAV per share, alongside scary-sounding headlines that are attacking the private credit space. At the same time, names like Ares Capital ( ARCC ) and Blackstone Secured Lending Fund ( BXSL ) are trading down, sympathizing with them despite posting stellar underlying fundamental results of their own. As a result, I think that BXSL and ARCC provide highly compelling value right now, with dividend yields that are between 10-13% that are fully covered by underlying net investment income. As a result, I think they are getting too cheap to ignore right now. In this article, I will detail why. Why ARCC Looks Like A Rare Opportunity ARCC is a highly compelling buy right now for several reasons. Firstly, it has delivered significant total return outperformance over time, as the chart below demonstrates, as it has delivered total returns that have more than doubled the broader BDC sector over the long term. Data by YCharts Second, it currently trades at a material discount to net asset value, despite historically trading in line with its net asset value. In fact, recently it has traded at a pretty material premium to its net asset value. TIKR.com Due to its recent pullback, the dividend yield now sits at around 10.3%, which is v...

When investors think about BYD Company Ltd's (BYDDY +0.00%) future, the debate often swings between extremes -- unstoppable global dominance or margin collapse under relentless competition. But the most likely outcome over the next three years isn't dramatic. It's evolutionary. The base case for BYD in 2028 looks less like a moonshot and more like a maturation story. A truly global EV manufacturer One of the most significant potential upsides (and uncertainties) around BYD is whether its overseas expansion will be successful. Three years is enough time for BYD's overseas push to solidify. Factories in Southeast Asia, Europe, and Latin America should be up to speed, dealer networks should be more established, and brand familiarity should significantly improve outside China. In this scenario, BYD derives roughly 35% to 45% of its revenue from overseas markets. China remains its largest base, but no longer its overwhelming dependency. That evolution matters. A more geographically diversified revenue mix reduces regulatory risk, smooths demand cycles, and strengthens negotiating power with suppliers and governments. Investors stop viewing BYD primarily as a "Chinese EV stock" and start evaluating it as a global industrial company. Expand OTC : BYDDY BYD Company Today's Change ( 0.00 %) $ 0.00 Current Price $ 11.83 Key Data Points Market Cap $131B Day's Range $ 11.72 - $ 11.89 52wk Range $ 11.20 - $ 20.05 Volume 1.4M Avg Vol 1.8M Gross Margin 23.15 % Dividend Yield 1.55 % Stable, not spectacular margins In the base case, margins do not expand dramatically, but they stabilize. In this scenario, China's EV market remains competitive, and pricing pressure doesn't disappear. However, BYD's cost structure, vertical integration, and scale enable it to defend operating margins in the low-to-mid teens. That's not luxury-level profitability. But it's durable. It is building something that resembles a Toyota of the EV era -- efficient, reliable, and operationally disciplined. For ...

Britain's Neil Simpson said "a couple of mistakes" stopped him from defending his Paralympic super G title as he finished fourth in Cortina. Four years ago in Beijing, Simpson and his brother and guide Andrew won the nation's only gold of the Games in the visually impaired super G, a victory that cemented him as the first British man to win gold at a Winter Paralympics. This time around, Simpson was led by Rob Poth after a late switch of guide, but after struggling on the mid-section of the Tofane piste, the British pair crossed the finish line 1.1 seconds shy of a podium finish. "There was some good skiing, so I'm pretty proud. Unfortunately there were just a couple of mistakes," said 23-year-old Simpson, who with Poth won the 2023 super G World Championship title. "The section where there was a bit more air time and jumps, I just didn't quite have the line there, so that just meant I didn't have the speed over the flat." Austria's Johannes Aigner won gold for his second Paralympic title of the Games, having also won the downhill. Simpson's British team-mate Fred Warburton placed 12th with his guide James Hannan after a run he described as a "bit of a battle". Both British pairs will compete in a further three events at the Milan-Cortina Games. Those start with Tuesday's alpine combined - an event in which skiers race both a super G and slalom course. "I gave it my best shot, unfortunately it wasn't to be but it's something that we need to learn from," added Simpson.

格隆汇3月9日｜通过卫星图像监测船舶动向的机构TankerTrackers.com称，伊朗仍在通过霍尔木兹海峡运送大量原油。该机构联合创始人Samir Madani表示，自2月28日战争爆发以来，伊朗至少已通过该水道运输1100万至1200万桶原油。实际数字可能更高，但由于冲突导致卫星数据获取存在延迟。由于TankerTrackers.com通过卫星图像进行监测，因此即便船只关闭数字应答器，也能捕捉到其航行动态。

格隆汇3月9日｜据知情人士透露，诺和诺德(NVO.US)与Hims & Hers Health Inc.(HIMS.US)即将握手言和，计划最早于周一宣布全新合作协议，这家丹麦制药商将授权在Hims平台销售其减肥药物，从而终结双方的公开对峙。受此消息提振，Hims股价在美股盘前一度暴涨55%，而诺和诺德则上涨约1%。据了解，双方曾在去年达成类似协议，但因Hims拒绝停止营销仿制药品，诺和诺德随即单方面终止合作。

正值全国两会时间，3月7日，海南代表团举行开放团组会议，会场显得比去年更为拥挤。 2025年12月18日，海南自贸港正式启动全岛封关运作，完成高水平对外开放的“关键一跃”。如今两个多月过去，外界都在关注：封关后的自贸港怎么样了？ 开放团组会议现场，全国人大代表、海南省委书记冯飞将之总结为16个字，即总体上“平稳有序、物畅其流、人享其行、流量聚集”。言下之意不难理解：海南已经初步通过了这场新的“压力测试”。 在稳步向前的潮水之下，企业的涌动更显湍急。作为被提问的全国人大代表之一，正大（海南）兴隆咖啡产业开发有限公司行政后勤部后勤主管黄海文难掩兴奋。在她的描述中，封关不仅带来了优惠、带来了商机，还让企业从中找到拓展边界的可能性。 政府工作报告指出，要扎实推进海南自由贸易港建设。全国人大代表，海南省人民政府党组成员、秘书长，机关党组书记、办公厅主任蔡强将封关后的感受形容为一种“推背感”，“就像行驶的汽车突然加速”。在他看来，这正是自贸港战略目标、政策机遇带来的快速前进动力。 01 现场“对账”，自贸港引力有多强 整场会议上，数字出现的频率格外高。 当被问及封关效果时，冯飞用“扩容”“赋能”两个关键词概括，每个词背后均是长长的一串数字。 “扩容”是指政策范围扩大。伴随零关税税目占全部商品税目的比例从封关前的21%增至74%，提高53个百分点，推动政策享惠主体新增备案超过1.1万家、进口货物货值同比增长1.55倍、离岛免税销售额增长30.9%。 图片来源：新华社 而“赋能”则体现在政策让自贸港对各类要素的吸引力增强。在政策组合优势推动下，海南新增经营主体5.1万户，其中新增企业4.1万户，增长43.6%；外资企业、备案外贸企业分别增长30%和74%。 除了与封关直接相关的增长外，一些连带效应同样出现。比如，封关让更多人将目光投向海南，体现在旅游上，在去年海南接待游客突破一亿人次、旅游总花费超过2000亿元的基础上，今年春节假期，海南游客及旅游消费分别增长28.9%和30.7%。 这样的目光更来自全球。过去两个多月间，叠加海南对86国免签政策，经对外开放口岸进出境海南的旅客达到65.3万人次，增长35%，其中免签入境达15.8万人次、增长53.7%。 事实上，仅就3月7日的会议来看，吸引的境外媒体记者同样不在少数。 自贸港封关的引力为何如此之强？整场会议上被提及的一个个具体案例...

据监测卫星影像以观察船舶动向的公司TankerTrackers.com 称，伊朗仍能继续通过霍尔木兹海峡这一航运咽喉要道运出大量原油。 该公司联合创始人Samir Madani表示，自2月28日战争爆发以来，德黑兰已通过该水道输送了至少1，100万至1，200万桶原油。他指出，实际数字可能更高，但由于冲突导致卫星资料传输延迟。 由于霍尔木兹海峡的航运基本上停摆，波斯湾大多数产油国无法将石油输送到全球市场，油价在周一一度飙升至每桶近120美元。 责任编辑：何云

Source: Bloomberg, 4:09

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Austin Carr looks at the question of how artificial intelligence will affect workers after major job cuts at financial tech company Block. Tech Across the Globe Oracle-OpenAI plans: Oracle and OpenAI have ended talks to lease an expansion of their Stargate artificial intelligence data center site in Texas. Meta is now in discussion to use the location. Social media bans: The move to keep young people off social media platforms has expanded to Indonesia and India. Pentagon-Anthropic dispute: The AI startup runs the risk of losing a wide range of US government business after the Defense Department declared it a supply chain security risk in a dispute over artificial intelligence safety guardrails. Revalued Startup AI chipmaker Cerebras has picked Morgan Stanley to lead its initial public offering in a renewed attempt to go public. The offering could raise about $2 billion in a listing as soon as April. The company, valued at $23 billion in a funding round earlier this year, withdrew its previous IPO registration in October. The future of work Last week, Block co-founder and chairman Jack Dorsey tried to do damage control after announcing that the financial tech firm was laying off 40% of its workforce , or about 4,000 employees. Dorsey attributed the job cuts to advances in artificial intelligence that have been enabling Block to increase productivity with smaller teams, but critics wondered whether he was really “ AI-washing ” layoffs that could otherwise be blamed on mismanagement and over-hiring. The debate soon spilled into social media as Dorsey publicly defended his decision and denied that Block, the maker of Square and Cash App, was bloated. Whether he was indeed deflecting or not, the drama demonstrates the challenges companies are having in balancing talk of the wild efficiencies afforded by this radically new technology with the co...