格隆汇3月10日｜交易员称，自伊朗战争爆发以来，土耳其央行已抛售230亿美元外汇，今日又购入20 - 30亿美元外汇。

Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Michael Bender Chief Financial Officer — Jill Timm Vice President, Investor Relations — Trevor Novotny Takeaways Net sales -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. Comparable sales -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. Digital sales -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. Gross margin -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. SG&A expenses -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. Adjusted net income -- $125 million in the quarter and $186 million for the year; adjusted diluted EPS of $1.07 in the quarter and $1.62 for the year. -- $125 million in the quarter and $186 million for the year; adjusted d...

Workers prepare butter chicken at Daryaganj restaurant in New Delhi, India, on Monday, Feb. 12, 2024. Daryaganj and Moti Mahal Delux restaurants are in a legal battle over the ownership of butter chicken. Photographer: Saumya Khandelwal/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images The Iran war is causing global disruption, and restaurants in India are under threat because of it. The conflict is threatening India's supply of liquefied petroleum gas (LPG), most of which is imported and the global supply of which is threatened by disruptions in the Strait of Hormuz. On Tuesday, India's Ministry of Petroleum and Natural Gas said that it was directing oil refineries to prioritize supplying LPG to the 330 million households that use it as a primary cooking fuel, over 3 million businesses that use commercial LPG cylinders. This is causing a "crisis situation" that will lead to the closure of many restaurants over the next few days, Sagar Daryani, president of the National Restaurant Association of India, told CNBC. He added that 90% of restaurants in India rely on LPG cylinders to run their kitchens. The industry was already facing low demand and high costs, but if the LPG supply issues persist, it would lead to "closure of business and job losses," Daryani said. The NRAI represents over 500,000 restaurants across India. India's industry generates an annual turnover of over 5.7 trillion rupees ($78.9 billion) and employs over 8 million people, per the NRAI. On Tuesday, India's Ministry of Petroleum and Natural Gas said in an X post that it was directing oil refineries to prioritize LPG supply to households and use imported liquefied natural gas (LNG) for essential commercial sectors such as hospitals and educational institutions. Announcing the shifts in LPG supply, India's Ministry of Petroleum and Natural Gas said it would form a committee to review representations for LPG supply to restaurants, hotels and other commercial industries. The NRAI is urgin...

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis PayPal Holdings, Inc. ( PYPL ) is down another 27% since my last coverage, but it does not fit the profile of a classic value trap even though it is priced as one in the market. It still produces $5-6 billion in free cash flow, has ~22% ROIC, and transacts $1.8 trillion in payment volume annually. While the growth in branded checkout and leadership changes are legitimate concerns for the company’s execution, its underlying profitability and growth in newer businesses like Venmo, BNPL, and enterprise payments are legitimate paths to recovery. It’s trading for less than 10x earnings, implying a long-term decline in business for investors. For investors, the current thesis is moderately bullish as it represents a deep value investment where even a marginal improvement in business can create a significant re-rating in its valuation. Data by YCharts 2026 Growth Backed by $6.4 Billion FCF In my view, PayPal has a high level of financial durability through reliable cash flows and the monetization of diversified assets beyond its core branded checkout business. Despite challenges in specific segments, PayPal maintains highly profitable financials capable of funding operations, capital returns, and new product initiatives without dependency on external financing. I see the indicator of this strength is in the cash flow, as PayPal derived $6.42 billion in cash from operations. This contrasts with the sector median of $188.41 million. I mean, this volume of cash puts PayPal in a distinct category and enables it to direct capital toward stockholder returns. In Q4, PayPal completed $1.5 billion in stock repurchases, bringing the full-year total to $6 billion. Further, PayPal paid its first quarterly dividend of $0.14/share. These moves point to a balance sheet that supports direct capital return programs, with adjusted FCF for the full year totaling $6.4 billion. As I see it, this cash is coming from high margins and ...

Saudi Arabia’s state oil company has warned of “catastrophic consequences” for the world’s oil markets if the US-Israeli war with Iran continues to block shipping in the strait of Hormuz. The world’s biggest oil company expects to be able to export about 70% of its usual crude output despite the stranglehold on the vital trade artery, but its chief executive warned that there would still be “drastic” consequences for the world economy if the disruption continues. Oil shipments from the Middle East have been blocked from passing through the narrow waterway since the US strikes on Iran 11 days ago, erasing about 20m barrels of oil from the global market every day. 2:21 How the Iran conflict could affect prices around the world – video explainer Amin Nasser, the chief executive of Aramco, said: “While we have faced disruptions in the past, this one by far is the biggest crisis the region’s oil and gas industry has faced.” Aramco has been unable to ship crude cargoes out of the Gulf due to the disruption, but it hopes to meet customer demands by flowing crude through the east-west pipeline to the Red Sea port of Yanbu where it could be shipped to buyers. The company plans to ramp up shipments through the pipeline to reach its full capacity of 7m barrels a day in the next couple of days, it said. About 2m barrels a day will be sent to Saudi Arabia’s refineries in the west of the country, leaving 5m barrels a day for the global crude market. This represents about 70% of the kingdom’s usual exports. Typically about 100 tankers a day pass through the narrow waterway lying south of Iran, but the number has dwindled to single digits after the Islamic Revolutionary Guard Corps threatened to “set ablaze” any vessel using the trade route, which carries a fifth of the world’s oil and liquefied natural gas. Aramco said that it is now meeting most of its customers’ needs partly by tapping crude held in storage outside the Gulf region. He said these stores could not be used for “an ...

TkKurikawa/iStock Editorial via Getty Images Chunghwa Telecom ( CHT ) has reported February 2026 revenue of approximately NT$18.79B, up 2.7% from the prior year. Operating income for February was about NT$4.44B, while net income attributable to shareholders was around NT$3.42B. EBITDA for the month was approximately NT$7.85B, and EPS was NT$0.45. For the first two months of 2026 (Jan-Feb), the company reported revenue of NT$39.20B, operating income of NT$8.85B, and net income of NT$6.79B. EBITDA during the period reached approximately NT$15.65B, with EPS of NT$0.88. More on Chunghwa Telecom Chunghwa Telecom Co., Ltd. 2025 Q4 - Results - Earnings Call Presentation Chunghwa Telecom Co., Ltd. (CHT) Q4 2025 Earnings Call Transcript Chunghwa Telecom reports 2026 guidance Seeking Alpha’s Quant Rating on Chunghwa Telecom Historical earnings data for Chunghwa Telecom

当地时间10日，伊朗情报部门表示，过去几天，伊朗情报部门人员查明并逮捕了30名为美国和以色列从事间谍活动的人员，包括其在伊朗境内的代理人和行动人员。（央视新闻）

格隆汇3月10日｜纳斯达克中国金龙指数涨超2%，蔚来涨10.43%，世纪互联涨9.91%，万物新生涨7.65%，晶科能源涨6.42%，万国数据涨6.14%。

文章提及标的 纯苯主力合约 -- 大商所纯苯主力合约大跌6%，报7772元/吨。

Image source: The Motley Fool. March 10, 2026, 9 a.m. ET Call participants Chief Executive Officer — Ryan McMonagle Chief Financial Officer — Christopher Eperjesy Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record quarterly revenue -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. Adjusted EBITDA -- $121 million in Q4, up more than 18% year over year. -- $121 million in Q4, up more than 18% year over year. Full-year revenue -- $1.944 billion, up 8% from 2024 and a company record. -- $1.944 billion, up 8% from 2024 and a company record. Full-year adjusted EBITDA -- $384 million, up 13% compared to 2024 and above the midpoint of prior guidance. -- $384 million, up 13% compared to 2024 and above the midpoint of prior guidance. Rental fleet utilization -- Averaged just under 84% in Q4, the highest level in almost three years. -- Averaged just under 84% in Q4, the highest level in almost three years. OEC on rent -- Averaged just under $1.4 billion in Q4, up 14% year over year. -- Averaged just under $1.4 billion in Q4, up 14% year over year. Total OEC -- Ended the year at $1.64 billion, the highest quarter-end level in the company’s history. -- Ended the year at $1.64 billion, the highest quarter-end level in the company’s history. ERS segment revenue -- $207 million in Q4, up 20% year over year. -- $207 million in Q4, up 20% year over year. ERS utilization -- Averaged 83.6% in Q4, up approximately 470 basis points versus Q4 2024. -- Averaged 83.6% in Q4, up approximately 470 basis points versus Q4 2024. ERS on-rent yield -- 38.7% in Q4, showing both sequential and year-over-year increases. -- 38.7% in Q4, showing both sequential and year-over-year increases. ERS rental adjusted gross margin -- Highest quarterly level of 2025 and ended the year higher despite a less favorab...

Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses.

美国国防部长皮特・赫格塞斯周二在五角大楼新闻发布会上表示，美国对伊朗的战争将毫不松懈，直至“敌人被彻底、决定性地击败”。他补充说，总统唐纳德・特朗普“掌控着战争的节奏”，并将自行设定时间表。 此前一天，特朗普称这场战争“已基本完成”，同时也表示“我们在很多方面已经获胜，但还不够彻底”。 “正如特朗普总统昨日所言，我们正以压倒性的技术优势与军事力量碾压敌人。”赫格塞斯在今日发布会上称。 “但我们将按自己的时间表、以自己的选择推进。”他说道。 他补充，战争何时结束的最终决定权在特朗普手中。 责任编辑：陈钰嘉

Kevin Dietsch/Getty Images News Software stocks have cratered. Even the highest-quality names like ServiceNow, Inc. ( NOW ) are now trading at compelling valuations. Amidst all the noise, NOW delivered its typical strong results, with revenue growth pacing the sector and expanding profit margins. The stock has continued to struggle due to poor sentiment as investors weigh potential generative AI risks in the software sector. I expect NOW’s business to be particularly resilient due to its mission-critical entrenchment in its customer base. I am upgrading the stock to a "S trong Buy" rating. NOW Stock Price I last covered NOW in November , where I upgraded the stock to a "B uy" rating, saying that if one were ever to buy the stock, then that was the time, as the rich premium had finally dissipated. The stock has fallen nearly 30% since. Data by YCharts It is time for another upgrade. NOW Stock Key Metrics NOW is an enterprise software company. It is often touted as one of the highest-quality names in the software sector. This is because its primary product is to enable digital workflows, which often involve wide and deep integrations in its customer base. This is the kind of company that customers cannot just get rid of without having serious ramifications for the day-to-day operations of the business. 2025 Q4 Presentation The market is very fearful of potential generative AI disruption to software stocks, with NOW and most software stocks seeing their valuations plummet to multi-year lows. That fear has not yet shown itself in the numbers, however. In the most recent quarter, NOW delivered 21% YoY subscription revenue growth to $3.466 billion, surpassing guidance of $3.425 billion. 2025 Q4 Presentation The company also delivered strength in current remaining performance obligations, which grew 25% YoY. As I have stated in prior reports, I view cRPOs as being a rather imperfect predictor of future revenue growth. Investors often use RPOs to further their narrative - s...

格隆汇3月10日｜上海原油连续主力合约日内跌12%，现报644.10元。

国际能源署（IEA）署长Birol：IEA将在周二开会，讨论供应问题。 IEA会议将通报是否需要释放石油库存。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Date: March 10, 2026 Introduction As of early 2026, Tesla Inc. (NASDAQ: TSLA) stands at a defining crossroads that will determine the trajectory of the automotive and tech industries for the next decade. No longer viewed strictly as a car company by its most ardent supporters—nor dismissed as a mere "meme stock" by its harshest critics—Tesla has transitioned into a conglomerate of energy, robotics, and artificial intelligence. The company is currently in the middle of what CEO Elon Musk has described as a "bridge period." With global electric vehicle (EV) adoption reaching a plateau of maturity and competition from Chinese rivals like BYD (OTC: BYDDY) intensifying, Tesla is betting its $800+ billion market capitalization on a future where silicon and software matter more than steel and rubber. With the highly anticipated "Cybercab" production launch slated for next month, the stakes have never been higher for the Austin-based titan. Historical Background Founded in 2003 by Martin Eberhard and Marc Tarpenning, and quickly joined and led by Elon Musk, Tesla’s journey began with the "Master Plan" of 2006: build an expensive sports car, use that money to build an affordable car, and use that money to build an even more affordable car, while providing zero-emission electric power. Over the last two decades, Tesla transformed from a niche startup on the brink of bankruptcy in 2008 and 2018 into the world’s most valuable automaker. Key milestones—the launch of the Model S in 2012, the mass-market success of the Model 3 in 2017, and the opening of Gigafactories in Shanghai, Berlin, and Texas—disrupted the century-old internal combustion engine (ICE) hegemony. However, the 2024-2025 period marked a "great reset" for the company, as it faced its first annual delivery decline and shifted its R&D focus toward the "unboxed" manufacturing process and humanoid robotics. Business Model Tesla’s revenue model has evolved into three distinct but synergistic pillars: Automotive (The Fo...

Key Points Last week, Bitcoin was rallying and reached highs of more than $74,000. Its track record in times of uncertainty, however, calls into question how much of a safe-haven asset it really is. During the last market crash, Bitcoin's value plummeted. 10 stocks we like better than Bitcoin › In times of market uncertainty, investors typically flock to stable investments that offer minimal risk. Whether it's gold, silver, or dividend stocks, these are considered safe-haven investments. While they may not deliver huge gains, the stability they offer makes them compelling options. For years, crypto investors have been touting Bitcoin (CRYPTO: BTC) as a type of "digital gold" that can be a safe investment, just like gold. Recently, with the war in Iran unfolding, the leading cryptocurrency began rallying. It was a sharp turn for the digital currency, after it had looked like it might be in a prolonged free fall. Does this turnaround indicate that Bitcoin may indeed be a safe-haven investment after all, and is it an asset you can turn to amid market uncertainty? 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 » Bitcoin still hasn't proven it can be relied on for stability When the U.S. attacked Iran on Feb. 28, the price of Bitcoin was around $67,000. And within a week, the cryptocurrency would climb to $74,000. It appeared that investors were turning to crypto amid the global tensions. However, in the following days, it would again dip back below $70,000. Bitcoin's volatility remains the biggest impediment to this being a safe-haven asset to rely on. For instance, in 2022, when the S&P 500 crashed by 19% and stocks were in a tailspin due to inflation and economic uncertainty, Bitcoin's value plummeted a staggering 65%. Not only was it not a safe investment at the time, but it also added risk and vola...

Key Points IonQ is both selling systems and engaging in research partnerships. Quantum computing could be a $72 billion annual market by 2035. 10 stocks we like better than IonQ › Quantum computing may seem like a far-off technology, but it's becoming more real by the day. This could be the next great tech investment race, which could lead to massive returns for investors who are early to the party. One of the top stocks to buy in this sector is IonQ (NYSE: IONQ), and it just posted an incredible quarter. But is it worth buying now? Or should investors be patient? 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 » IonQ is seeing big growth Commercially viable quantum computing isn't available today. The reality is that today's quantum computers still make too many mistakes to make them applicable in many areas. However, they are rapidly improving, and there are several industries looking to do advanced research in quantum so they can maximize the technology once it's available. These early-model quantum computers and research contracts are what give IonQ the funds to continue running the company and push the limits of what's possible with quantum computing. In Q4, its revenue rose 429% year over year to nearly $62 million. During the quarter, it announced the sale of a 100-qubit system as well as an expanded partnership that will span four more years. It also announced an acquisition of SkyWater Technology, which bolsters its manufacturing capabilities for when it's time to mass-produce quantum computing equipment. IonQ is the clear leader in the quantum computing pure-play sector of the market, and its results back it up. For 2026, the company expects to achieve revenue of $235 million. That's pretty high revenue for a company that's still working on improving its technology before it can be widely ...

Micron Stock Soars 51% in Three Months: Is There More Room for Growth? The Globe and Mail

文章提及标的 原油主力合约 -- 上期所原油主力合约暴跌12%，报643.6元/桶。 涨跌都能赚 盈利就能离场！点击开通期货“T+0、双向交易”特权！>>>

The hedge fund manager already has Howard Hughes doing the Buffett cosplay, but now he wants retail investors buying tickets to the whole operation

受抵押贷款利率下降和房价涨幅放缓推动买家重返市场，美国2月份成屋销量意外上升，但供应依然紧张，可能会抑制春季销售旺季的市场活跃度。 美国全国房地产经纪人协会周二表示，上月成屋销量环比增长1.7%，经季节调整后年率为409万套。上月数据被修正，销量从此前公布的391万套下调至402万套。 经济学家此前预测，成屋销售年化总量将降至389万套。上月的实际销量，主要反映的是去年12月与今年1月签署的购房合同——这段时间正是抵押贷款利率开始持续下行的阶段。 尽管1月美国大范围地区遭遇暴雪与严寒天气，但并无迹象显示其对整体市场活动造成显著冲击，仅东北部地区销量环比下降6.0%。西部、人口稠密的南部及中西部地区销量均实现环比增长。 然而，成屋销售总量同比仍下降1.4%。上月成屋价格中位数为39.8万美元，同比微涨0.3%。 “住房可负担性正在改善，消费者也在做出回应。”全美房地产经纪人协会首席经济学家Lawrence Yun表示，“库存正在增长，但增速缓慢。如果未来几个月需求显著回升并超过供应增速，房价将不可避免地上涨。” NAR数据显示，其住房可负担性指数从1月的117.1微升至2月的117.6，较去年同期的103.1有明显改善。所有地区的可负担性均较去年有所提升，其中西部与南部涨幅最大。 抵押贷款利率下行 今年以来，抵押贷款利率大幅回落，部分原因是特朗普总统下令联邦住房金融局收购抵押贷款巨头Freddie Mac与Fannie Mae发行的债券（FHFA负责监管这两家机构）。 然而，受美国与以色列联合对抗伊朗的地缘冲突影响，国际油价与汽油价格飙升，加剧了通胀压力并推高美国国债收益率。由于抵押贷款利率直接对标基准10年期国债收益率，其进一步下行的空间已十分有限。 房地美数据显示，广受关注的30年期固定抵押贷款利率上周平均为6%。在中东冲突爆发前的前一周，该利率曾降至平均5.98%。 成屋库存总量环比增长2.4%至129万套，但仍远低于疫情前水平。供应同比增长4.9%。按2月销售速度计算，当前库存需3.8个月售罄（去年同期为3.6个月）。 房屋从挂牌到成交的中位天数从去年的42天增至47天。 首次购房者占比为34%（去年同期为31%）。经济学家与房产经纪普遍认为，该比例需达到40%才能支撑健康、强劲的房地产市场。全现金交易占比31%（去年同期为32%）。 不良资产销售（含止赎）占...

It has been almost 30 years since Louis Theroux began making documentaries for the BBC. Few could have predicted that the endearingly dorky figure who made his first series, Weird Weekends – throwing himself, gonzo-style, into strange American subcultures – would become a public figure as famous as many of his celebrity interviewees. With nearly 100 BBC titles under his belt, Theroux is now moving over to Netflix. Inside the Manosphere, the first programme he has presented for the streamer, dives into the world of the men’s rights movement, and explorations of masculinity, in the extremely online era. Ahead of its release on 11 March, we pick out 20 of Theroux’s finest docs to date. 20. Louis Theroux’s Weird Weekends: Survivalists (1998) A fascinating dive into a world of people preparing for the worst-case scenarios of societal collapse. Theroux gets drunk and sleeps at the house of an environmentalist living in an underground bunker, shoots guns with heavily armed rightwing patriots and learns about the plans of an Aryan Nation church who are gearing up to tackle a potential invasion from a “new world order”. 19. When Louis Met Max Clifford (2002) Before Clifford was convicted of indecent assault, Theroux hitched along with the celebrity publicist to explore the dark art of tabloid spin. Clifford doesn’t play ball, setting Theroux up for salacious red-top stories by inviting him to a meeting at a lapdancing club, only for the presenter to find himself in the pages of the Sun. It ends sourly with Clifford ripping off his mic and storming off, after getting caught out trying another crafty PR stunt. Clearly, making the programme was a frustrating experience for Theroux, but it’s a watchable ride nonetheless. 18. Louis Theroux’s Weird Weekends: Rap (2002) This film, which sees a young Theroux try to break into the rap game, was the source of his 2022 viral hit, Jiggle Jiggle, based on a song he penned for a rap battle (“My money don’t jiggle jiggle, it folds”). It al...

格隆汇3月10日｜杭州市萧山区发布《支持OpenClaw&OPC-STC发展的若干措施（征求意见稿）》。其中提出，提供OpenClaw免费部署与开发，鼓励市场化、专业化的创新平台载体设立“OpenClaw类智能体服务区”，免费部署OpenClaw类智能体，提供技术指导、市场推广等一站式服务，对于符合条件的创新平台载体给予一定补助。支持Token消耗补贴 ，对符合条件的OPC-STC企业，使用OpenClaw类智能体调用国内多模态大模型开展AIGC创作与生产所实际支付的模型调用费用，按30%给予补贴，单家企业每年补贴最高10万元。支持OpenClaw算力供给，对OPC-STC企业租用符合条件的算力服务开展OpenClaw类智能体技术研发，经评审，按照智算服务金额的50％给予算力券补贴，单个主体年度算力券补贴金额最高2000万元。

格隆汇3月10日｜伊朗总统发文称：“伊朗是一个至少有6000年历史的文明的继承者。历史的考验中，没有任何力量能够抹去这个传奇的名字。任何幻想要摧毁伊朗的人都对历史一无所知。侵略者来来去去；伊朗始终屹立不倒。”

Oracle (ORCL) Earnings Preview: AI Spending in the Spotlight Wall Street Pit

格隆汇3月10日｜全美房地产经纪人协会周二数据显示，2月美国成屋销售意外上升，同时前一个月数据被上修，这得益于抵押贷款利率下降以及要价温和上涨。合同成交量增长1.7%，折合年率为409万户，超出市场预期。住房市场出现的一个亮点是可负担性改善，近期抵押贷款利率回落且房价涨幅温和。全美房地产经纪人协会的月度住房可负担性指标（反映房价、中位收入和借贷成本变化）目前处于2022年以来最有利水平。该协会首席经济学家Lawrence Yun表示：“住房可负担性正在改善，消费者正作出回应。但要恢复到疫情前的交易活动水平，还有很长的路要走。”报告显示，上月成屋销售中位价同比上涨0.3%，为39.8万美元，这是疫情期间房地产热潮以来最小的涨幅之一。成屋库存同比增加4.9%，至129万互，为2020年以来2月的最高水平。

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is showing how strong the AI build-out has been heading into 2026. The world's largest contract chipmaker reported that revenue for January and February climbed 30% year over year to NT$718.9 billion ($22.6 billion), suggesting demand tied to artificial intelligence infrastructure continued at a rapid pace before geopolitical tensions in the Middle East escalated. February revenue rose 22%, though the timing of Lunar New Year which fell in January in 2025 affected monthly comparisons. As the primary manufacturing partner for Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD) and Broadcom (NASDAQ:AVGO), TSMC is widely viewed as a bellwether for the global AI supply chain. The company's early-year sales momentum may reflect how aggressively technology companies were expanding data-center capacity before the conflict involving the US, Israel and Iran raised new questions about the outlook for large infrastructure projects tied to artificial intelligence. The spending pipeline across the technology sector remains enormous, though uncertainty could still shape how projects move forward. Alphabet (NASDAQ:GOOGL), Amazon.com (AMZN), Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) have earmarked more than $650 billion in spending this year, even as concerns about possible overcapacity and the challenge of monetizing AI persist. The scale of these projects can be massive often requiring tens of billions of dollars alongside coordination with power providers, grid operators, suppliers and lenders and recent developments show how plans can shift, including the decision by Oracle (NYSE:ORCL) and OpenAI to scrap an expansion of a flagship AI data center in Texas after financing negotiations dragged and OpenAI's needs changed.

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格隆汇3月10日｜据央视，当地时间10日，联合国贸易和发展会议（贸发会议）发布报告《霍尔木兹海峡中断——对全球贸易和发展的影响》 。报告指出，霍尔木兹海峡是世界上最重要的贸易通道之一，承载着全球约四分之一的海上石油贸易，以及大量的液化天然气和化肥运输。该地区的军事冲突升级扰乱了该条航道的航运，引发了人们对能源市场、海上运输和全球供应链可能遭受连锁反应的担忧。分析发现，全球能源市场立即做出反应，布伦特原油价格飙升至每桶90美元以上；油轮运费和战争风险保险费飙升，同时船用燃料成本也在上涨，导致整个供应链的运输成本增加。报告指出，发展中经济体可能尤其容易受到冲击。