Supitnan Pimpisarn/iStock via Getty Images Basic Investment Principle Investment opportunities are cyclical in both timing and magnitude. Larger gains are achieved after periods of extended declines. Since one does not know the extent of a decline or magnitude, it is wise to use a buying program. For instance, invest no more than 10% of buying reserves at any time. (This assumes you establish a buying reserve in rising markets.) Charlie Munger has taught us to buy good companies at fair prices rather than always look for “cheap” prices. Recently, my sister-in-law sent me a copy of a letter from my grandfather to my late brother sometime after he left the Marine Corps to begin his life in the investment business in the mid-1950s. My grandfather, who built his own brokerage firm for more than thirty years, cautioned my brother to always expect periodic recessions and less-frequent depressions. He also advised him to not invest against the US, as the country was rich in natural resources. (This is still good advice, but there are times when our government makes our currency risky for a period.) Where are We? Most investors, in defining where we are, do so by looking at where we have come from. The pundits wax poetic about recent data extrapolations, expecting the past to be repeated. My analytical training at the New York racetracks and as a US Marines Corp Officer was to always examine the current situation and expect some change. Today, many pundits and politicians see an improving picture. As a student of financial history, I am conscious that it has been some time since the last recession. Furthermore, it has been 97 years since the Wall Street crash and the 12-year depression. Few people recognize any similarity between that time and our current condition. Trading Alerts - Correction, Recession, or Depression? The following are a number of alerts from last week suggesting we are entering a period of more declines than increases: Morgan Stanley is planning to cut 3...

腾讯正将AI竞赛的突破口押注于微信生态。 3月10日，据The Information报道， 四位知情人士透露，腾讯正为旗下应用微信秘密开发一款AI智能体，该项目被列为公司高优先级机密计划，启动时间至少可追溯至去年上半年。 根据规划， 腾讯拟于今年年中启动灰盒测试，三季度向全体用户推出 。知情人士同时表示，若功能尚未成熟，上线时间表仍可能调整。 该智能体一旦落地，将接入微信平台内数以百万计的小程序，涵盖打车、外卖等各类服务，替代14亿月活用户自主完成上述任务。 此举将极大拓展AI智能体在国内的应用场景，并直接挑战阿里巴巴与字节跳动在该领域已建立的先发优势。 乘着“龙虾热”掀起的AI Agent风口，腾讯正加速加码。事实上， 无论是对AI Agent的布局，还是对微信入口的借势，腾讯早已悄然落子，此番不过是顺势而为的又一次重注。 腾讯已连推三款AI Agent AI Agent赛道热度持续攀升，腾讯正以高频动作加速布局。 3月， 腾讯在一天之内密集推出三款AI Agent产品 ，分别切入个人、协作与办公三大核心场景：面向个人本地操控的“QClaw”（支持在微信聊天窗口远程操作电脑）、企业协作场景的“企业微信机器人”，以及多平台办公助手“WorkBuddy”（可无缝接入飞书、钉钉等主流工具）。 值得注意的是， 三款产品均未采取独立App形态，而是直接嵌入微信、企业微信、QQ等高频应用，依托现有生态完成能力注入。 这一打法折射出腾讯在该赛道上的战略转向：放弃推广独立客户端的传统路径，转而利用微信生态的入口优势，将AI能力从“需要专门打开的工具”转化为“对话流中原生存在的服务”。通过砍掉复杂配置、实现自然语言调用，腾讯试图在AI Agent从技术比拼转向普及竞赛的关键节点，抢占下一代人机交互的核心入口 微信生态构成核心优势 腾讯此番计划将AI智能体嵌入微信本体而非独立应用， 核心逻辑在于微信无可替代的生态规模 。据报道，该智能体将以对话形式呈现于用户聊天列表，通过调用小程序完成各类任务。 但这一策略也折射出腾讯在AI布局上的两难处境。据报道援引两位了解腾讯高管思路的人士， 腾讯不能冒险以不成熟的技术破坏微信庞大用户体验。 2024年5月，腾讯推出独立AI应用元宝，但市场反响平平。 据中国AI产品追踪网站Aicpb.com数据，截至今年2月， 元宝月活用户约1.09亿，远低于...

格隆汇3月10日｜据英国《每日邮报》，飞行跟踪数据显示，近来，美国海军E-6B“水星”战略空中指挥机多次升空。报道称，该飞机有“末日飞机”之称，机身是基于波音707制造，专为在核战争环境下生存并从空中协调美国军事行动而设计。当地时间3月2日，美国上空出现两架E-6B：一架从墨西哥湾沿岸起飞，降落于马里兰州帕图森特河海军航空站；另一架从内布拉斯加州奥富特空军基地起飞，随后返回该基地。在那之后，其他军事媒体称，又有更多E-6B飞机起飞，跨越大西洋前往欧洲方向。五角大楼以“作战安全”为由，拒绝对此置评。

Thibault Renard/iStock via Getty Images A proposed merger of the space businesses of Airbus ( EADSF ) ( EADSY ), Leonardo ( FINMY ) ( FINMF ) and Thales ( THLEF ) ( THLLY ) is drawing opposition from smaller industry players who warn the deal could weaken competition in Europe’s satellite sector, The Wall Street Journal reported Tuesday. The plan, announced last year and internally dubbed “Bromo,” would combine the companies’ satellite and space systems activities into a business valued at about €6.5 billion ($7.6 billion). The partners say the tie-up would help Europe compete globally with major players such as SpaceX ( SPACE ). But rivals argue the consolidation could limit opportunities for smaller firms in European Union and European Space Agency programs. OHB SE Chief Executive Marco Fuchs said he is concerned the merger could reshape consortium partnerships that companies form to compete for institutional space contracts. Spain’s Indra Sistemas ( ISMAF ) ( ISMAY ), through its Indra Space unit, has also expressed opposition, the Journal reported, citing people familiar with the matter. Supporters of the project say the goal is to build a stronger European competitor in a market dominated by large, vertically integrated players. Thales and Leonardo said the combined entity would target global opportunities while strengthening Europe’s industrial base and supply chain. The deal still faces regulatory scrutiny. Approval from the European Commission is required, with a decision unlikely before 2027. EU regulators have previously blocked large industrial mergers on antitrust grounds. The debate comes as Europe increases spending on defense, space and security programs, partly driven by the war in Ukraine and concerns about long-term strategic autonomy. Critics of the merger argue that consolidation could reduce competition just as demand for satellite systems in Europe is expanding. More on Airbus SE, SpaceX, etc. Thales S.A. 2025 Q4 - Results - Earnings Call Prese...

Oil prices have surged since the start of the conflict with Iran and American consumers are going to suffer the consequences at the gas pump, but the higher cost of energy won’t show up in the latest reading on U.S. inflation.

格隆汇3月10日｜加拿大统计局周二数据显示，2月略高于100万名加拿大人驾车从美国返回，为2022年3月以来最低水平。数据显示，加拿大人前往美国的旅行持续下降，而前往海外的旅行有所增加。许多加拿大人从去年开始减少前往美国的旅行，以回应特朗普对加拿大征收关税、对加拿大主权的攻击，以及其加强边境安全和移民管控的举措。周二的数据表明，加拿大人并未重新燃起前往美国旅行的兴趣。2月是加拿大人从美国返回人数连续第14个月同比下降，与一年前相比减少14.5%。与此同时，2月前往加拿大的美国游客数量同比增长6.1%，在连续12个月同比下降后首次出现增长。

In Brief OpenAI co-founder Mira Murati’s two-year-old AI research lab has signed a sizable deal with semiconductor giant Nvidia. Murati’s Thinking Machines Lab announced it entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed and includes the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which was released earlier this year, starting in 2027. Nvidia is also making a strategic investment in Thinking Machines Lab, which has raised more than $2 billion since its February 2025 founding from investors including Andreessen Horowitz, Accel, and Nvidia, among others, including rival chipmaker AMD’s venture arm. The seed-stage company is valued at more than $12 billion and is working to build AI models that create reproducible results. The company has not released any products. TechCrunch reached out to Thinking Machines Lab and Nvidia for more information regarding the specifics surrounding the deal terms and investment. Thinking Machines Lab declined to comment beyond the release. The partnership also includes a commitment to develop training and serving systems for Nvidia architecture, according to an Nvidia press release. “Nvidia’s technology is the foundation on which the entire field is built,” Murati said in the deal’s blog post. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.” Thinking Machines Lab has seen a number of recent high-profile exits in its young history. The company’s co-founder, Andrew Tulloch, left the startup for a role at Meta in October. Earlier this year, three additional co-founders, Barret Zoph, Luke Metz, and Sam Schoenholz, left to return to OpenAI. This deal comes as AI companies remain hungry for any compute that they can get. Nvidia CEO Jensen Huang predicted that companies could spend $3 trillion to $4 trillion on AI infrastructure by the end ...

OpenAI co-founder Mira Murati’s two-year-old AI research lab has signed a sizable deal with semiconductor giant Nvidia. Murati’s Thinking Machines Lab announced it entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed and includes the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which was released earlier this year, starting in 2027. Nvidia is also making a strategic investment in Thinking Machines Lab, which has raised more than $2 billion since its February 2025 founding from investors including Andreessen Horowitz, Accel, and Nvidia, among others, including rival chipmaker AMD’s venture arm. The seed-stage company is valued at more than $12 billion and is working to build AI models that create reproducible results. The company has not released any products. TechCrunch reached out to Thinking Machines Lab and Nvidia for more information regarding the specifics surrounding the deal terms and investment. Thinking Machines Lab declined to comment beyond the release. The partnership also includes a commitment to develop training and serving systems for Nvidia architecture, according to an Nvidia press release. “Nvidia’s technology is the foundation on which the entire field is built,” Murati said in the deal’s blog post. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.” Thinking Machines Lab has seen a number of recent high-profile exits in its young history. The company’s co-founder, Andrew Tulloch, left the startup for a role at Meta in October. Earlier this year, three additional co-founders, Barret Zoph, Luke Metz, and Sam Schoenholz, left to return to OpenAI. This deal comes as AI companies remain hungry for any compute that they can get. Nvidia CEO Jensen Huang predicted that companies could spend $3 trillion to $4 trillion on AI infrastructure by the end of the de...

马士基将推出临时紧急燃油附加费 2026-03-10 23:08:33 来源： 同花顺7x24快讯 分享 文章提及标的 燃油 -- 马士基将推出临时紧急燃油附加费。

The UK added some natural gas into its storage sites in recent days, as a price surge triggered by the Middle East conflict attracted imports. Reserves have increased more than 20% since the war began and now cover almost three days of current demand, up from roughly two days a week ago, according to data from grid operator National Gas Transmission Plc . Demand is seasonally low, helping stretch limited reserves. Britain’s gas prices surged last week — tracking and even exceeding the European benchmark — as the conflict upended energy markets. The spike underscores the UK’s exposure to geopolitical shocks and global price swings. But higher prices also pulled in additional pipeline flows from Norway and halted exports of surplus gas to the continent. The UK government has been widely criticized in the past over its decision to rely heavily on daily supplies of liquefied natural gas from across the globe, as well as pipeline flows from Norway, rather than expanding storage. The UK relies on gas for around a third of total energy needs, and the nation imports more than half of that supply. Britain lags behind its peers in the European Union in the ability to stockpile gas underground for prolonged supply disruptions. At the weekend, the government came under fire in national newspapers over the lack of gas reserves. Reports of potential shortages in the UK “are categorically untrue and lead to dangerous scaremongering,” Minister for Energy Michael Shanks said earlier this week , adding that the country has “diverse and strong energy mix.” National Gas said the system is operating “exactly as expected for this time of year.” Some LNG tankers have diverted away from Europe to Asia since last week, but the UK hasn’t been affected yet. A crucial question for traders is how long the Middle East conflict will last, and if fuel competition will intensify. Still, the outcome could be very painful for UK consumers if the war drags on. The country has its own domestic producti...

格隆汇3月10日｜据路透援引的一份内部备忘录，摩根大通聘请Firdaus Pohowalla担任董事总经理，以加强公司的北美中型企业并购团队。该团队由250多名银行家组成，专门服务于中型企业和投资者。Pohowalla拥有近30年为工业自动化、供应链技术和资本货物行业客户提供咨询服务的经验。他最近在Cascadia Capital公司负责工业和供应链技术领域的投资银行业务，此前曾在巴克莱银行和瑞银集团担任高级职务。

Image source: The Motley Fool. Tuesday, March 10, 2026 at 10 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Thomas Priore Chief Financial Officer — Timothy O’Leary Managing Director, Investor Relations — Meghna Mehra Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Revenue Growth -- 8% growth in annual net revenue, with aggregate transaction volume reaching $150 billion, an increase of $20 billion. -- 8% growth in annual net revenue, with aggregate transaction volume reaching $150 billion, an increase of $20 billion. Adjusted EBITDA -- Full-year adjusted EBITDA increased by 10% to $225.2 million; Q4 adjusted EBITDA improved 16% to $60.1 million. -- Full-year adjusted EBITDA increased by 10% to $225.2 million; Q4 adjusted EBITDA improved 16% to $60.1 million. Adjusted EPS -- Adjusted EPS rose by $0.52, or 102%, to $1.03 for fiscal 2025. -- Adjusted EPS rose by $0.52, or 102%, to $1.03 for fiscal 2025. Customer Accounts -- Active customer accounts on the platform increased to 1,800,000 from 1,200,000 the previous year. -- Active customer accounts on the platform increased to 1,800,000 from 1,200,000 the previous year. 2026 Guidance -- Management projects 6%-9% top-line revenue growth to $1.0 billion-$1.04 billion and adjusted EBITDA between $230 million and $245 million. -- Management projects 6%-9% top-line revenue growth to $1.0 billion-$1.04 billion and adjusted EBITDA between $230 million and $245 million. Q4 Revenue -- Quarterly revenue was $247.1 million, up 9%, with organic revenue growth of 6.8% cited by the CFO. -- Quarterly revenue was $247.1 million, up 9%, with organic revenue growth of 6.8% cited by the CFO. Segment Performance -- Q4 Payables revenue grew 12.7%; Treasury Solutions revenue grew 17.8%; Merchant Solutions revenue up 6.2% with 3% organic growth and a further 3.2% from acquisitions. -- Q4 Payables revenue grew 12.7%; Treasury Solutions revenue grew 17.8%; Merchant Solutions revenue up 6.2% with 3...

With assurances that the war in Iran will be a short-lived “excursion,” oil prices yesterday pulled back from their highest levels in almost 20 years — the first drop in oil prices since the U.S. and Israel initiated their attacks on Iran a week and a half ago. This helped moved markets forward to start the new trading week: +0.50% on the blue-chip Dow, +1.38% on the S&P 500 and +0.38% on the tech-heavy Nasdaq. We began early-morning trading in decent shape today, as well, but this has turned back down into the red at this hour: -0.32% on the Dow, -0.28% on the S&P 500, -0.15% on the Nasdaq and -0.64% on the small-cap Russell 2000. Oil prices are also higher than where they were in the early trading hours, but still -4% on the WTI and -5% on Brent crude — to $90.75 per barrel (/bbl) and $93.64/bbl, respectively. Early Monday, we saw these oil prices elevated as high as $119/bbl, which was beyond the heights we saw in the months following Russia’s invasion of Ukraine four years ago. We’d have to go back to the first half of 2008, when we saw oil prices up as high as $147/bbl, prior to the financial collapse in the second half of that year. Retail Numbers Healthy for February… The National Retail Federation (NRF), the world’s largest retail trade association, released its monthly numbers in this morning’s NRF Retail Monitor for February. On both headline and core (which subtracts restaurant checks, autos and gasoline from their tally), we saw growth of +0.3%, 10 basis points (bps) higher month over month. Year over year, +6.2% on headline and +5.9% on core followed the +5.7% and +5.5%, respectively from the January NRF report. This was led by Digital Products +1.0% last month, followed by Clothing & Accessories +0.7% and Health/Personal Care +0.5%. Only Home Furnishings came in negative for February: -0.3%. …but Optimism Dips Early this morning, the NFIB Small-Business Optimism Index came up slightly short of estimates for February: 98.8 versus 99.5 expected, and lowe...

Key Points The Palantir Artificial Intelligence Platform has been a game-changer for the company over the last few years. Accelerating growth across both the private and public sectors should fuel meaningful growth into the next decade. Palantir could become a $1 trillion company if it achieves management's long-term growth ambitions. 10 stocks we like better than Palantir Technologies › Over the last few years, Palantir Technologies (NASDAQ: PLTR) has evolved from a data analytics provider heavily utilized by the Department of Defense into one of the premier artificial intelligence (AI) operating systems purpose-built for the modern enterprise. Last summer, CEO Alex Karp laid out a vision for the company that would see it 10x its revenue while simultaneously reducing its headcount. While this goal may seem like a moonshot, the accelerating deployments of Palantir's Artificial Intelligence Platform (AIP) underscore the software's value to clients across various industries. 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 » If Palantir can achieve Karp's vision, I think it could grow to a $1 trillion valuation within the next five years. Palantir logo on a dark backdrop. Image source: Getty Images. Palantir AIP is a prolific enterprise software tool For much of its history, the largest share of Palantir's growth was driven by deals with the Pentagon and U.S. intelligence agencies. That dynamic continued to bolster the company's top line in 2025. Last year, Palantir won a 10-year deal with the U.S. Army worth up to $10 billion as well as a $795 million expansion of its deal with the U.S. military for its Maven Smart System. While the fact that the company is still tightening its relationship with the U.S. government is encouraging, Palantir's most lucrative potential lies in its ability to improve corp...

Last November, Bank of America analysts issued a stark warning: hyperscaler borrowing for AI data centers was exploding. Meta Platforms (NASDAQ:META), Oracle (NASDAQ:ORCL), and others issued bonds and loans at double the pace of the prior decade. Companies that once self-funded massive expansions through overflowing cash reserves have now tapped those resources dry and must ... AI’s Coming Trillion-Dollar Hangover: Amazon Leads Hyperscalers Back to the Debt Well

埃及央行：2月核心通胀率同比从1月的11.2%升至12.7%。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

文章提及标的 波音 -- 波音（BA）公布2月交付数据公布后，美股股价下跌3.1%。

格隆汇3月10日｜波音：西捷航空取消六架737 MAX订单。

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tum3123/iStock via Getty Images Highlights The fund's benchmark—the MSCI Emerging Markets Index—gained ground in the fourth quarter. The fund, while positive in absolute terms, underperformed the benchmark. Positioning in Singapore and Taiwan detracted. We maintain a positive view on AI- and semiconductor-related opportunities, especially in North Asia, that are well positioned to benefit from secular growth in data centers and generative AI workloads. We have also selectively deployed capital in Mexico and Indonesia, where macro conditions appear to be bottoming after post-election slowdowns. Across all markets, we maintain a bottom-up approach grounded in rigorous fundamental research, a disciplined valuation framework, and a focus on quality growth businesses with sustainable competitive advantages. Market review and outlook The solid gain for emerging-market equities added to their strong showing over the first nine months of the year. The asset class outpaced the developed markets in 2025, and it recorded its best return in a calendar year since 2017. A continued backdrop of falling interest rates and positive global growth proved highly supportive for the category. We believe the outlook for the emerging markets remains constructive entering 2026. A weaker U.S. dollar and the U.S. Federal Reserve's interest rate cuts provide room for emerging-market central banks to ease further, supporting liquidity and economic growth. This environment historically favors quality growth franchises, particularly those with strong balance sheets and pricing power. With valuations that are still attractive relative to the developed markets, emerging-market equities appear well-positioned to deliver compelling returns. China remains a complex story. Macro headwinds such as property sector weakness, industrial overcapacity, and uneven domestic consumption trends remain in place, but selective opportunities are emerging, in our view. We see value in internet platforms with improvi...

TLDR Amazon is targeting $37 billion to $42 billion in one of the largest corporate bond sales on record. The offering spans dollar and euro markets, with up to 11 tranches in the U.S. and up to 8 tranches in Europe. U.S. maturities range from 2 to 50 years; euro maturities run from 2 to 38 years. Proceeds are earmarked for AI infrastructure investment. Amazon last tapped the bond market in November 2024, raising $15 billion in its first U.S. bond sale in three years. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Amazon is going big. The company has launched one of the largest corporate bond offerings ever recorded, targeting between $37 billion and $42 billion across U.S. and European debt markets to fund its artificial intelligence infrastructure push. AMAZON $AMZN TARGETS $25B-$30B IN DOLLAR BONDS, E10B IN EURO OFFERING — Wall St Engine (@wallstengine) March 10, 2026 The fundraising is split across two markets. In the U.S., Amazon is marketing high-grade bonds in as many as 11 tranches, targeting $25 billion to $30 billion, with maturities ranging from 2 to 50 years. Separately, it is targeting up to €10 billion through a potential eight-part euro bond offering, with maturities spanning 2 to 38 years. Amazon.com, Inc., AMZN An eight-tranche euro bond deal would be unprecedented in the European market. Amazon has not previously issued bonds denominated in euros, making this a debut offering in that market. The longest tranche on offer is a note maturing in 2076. Initial price discussions have that portion set at roughly 1.55 percentage points above Treasuries. Amazon filed details of the U.S. portion with the SEC. The company has not commented publicly on the offering. Part of a Larger Trend Amazon’s deal fits into a wider pattern of hyperscalers tapping debt markets to fund their AI ambitions. These are big, capital-intensive bets, and...

格隆汇3月10日｜马士基公司将推出临时应急燃料附加费。

格隆汇3月10日｜据伊朗媒体，伊朗情报部门10日表示，最近几天，已查明并逮捕了30名为美国和以色列工作的间谍，其中包括一名外国公民。

Key Points Small caps are having a strong rebound this year thanks to improving earnings, attractive value, and lower rates. Given how long they've underperformed large caps, small caps could be setting up for an extended run. The iShares Core S&P Small Cap ETF adds a quality screen to its small-cap coverage, giving it an advantage over other similar ETFs. 10 stocks we like better than iShares Core S&P Small-Cap ETF › After years of lagging the S&P 500, small caps are finally having a moment again. While large caps are still mostly flat on the year, the iShares Core S&P Small Cap ETF (NYSEMKT: IJR) is up more than 7% year to date (as of March 3, 2026). The artificial intelligence (AI) narrative has played a big part in this. The market has begun looking at things through the lens of how industries will be disrupted by AI, not how profitable it can make the big tech companies. That has led to a major rotation away from tech and into more undervalued areas of the economy. Small caps fall into that group. 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 » Given how long they've underperformed large caps, small caps could finally be in line for an extended stretch of leadership. Here's the investment case. Small-cap corporate earnings begin to rebound Earnings growth is a big driver of long-term stock performance. That hasn't been a problem lately for megacap tech, but it has been for small caps. Earnings were slipping over the past few years, but that trend appears to be reversing now. In the latter part of 2025, small-cap earnings rebounded by 27%, finally providing the fundamental rebound that could support stock price gains. With positive earnings growth and much more attractive valuations to begin with, the foundation is set for a small-cap comeback. A strong value play Part of the reason that large...

成屋销量较 1 月份增长 1.7%，但仍低于 2025 年 2 月水平 2 月份房屋销售有所改善，这表明较低的抵押贷款利率正吸引部分买家入市，尽管整体需求依然疲软。 全美房地产经纪人协会（NAR）周二公布的数据显示，成屋销量环比增长 1.7% ，经季节调整后年化销量为 409 万套 。除东北部地区外，美国其他地区销量均有所回升，东北部 2 月遭遇了持续寒潮和暴雪天气。 房屋销量环比上涨，但这是在表现惨淡的 1 月之后出现的回升。经修正后，1 月份销量环比下降 5.9% 。 与 2025 年 2 月相比，当前销量仍下降 1.4% ，这表明即便抵押贷款利率走低、房价涨幅放缓提升了购房可负担性，许多买家仍持谨慎态度。 全美房地产经纪人协会首席经济学家劳伦斯・云表示：“住房可负担性改善、房屋销量小幅回升是积极信号，但从整体来看，市场表现仍不及预期。” 上月抵押贷款利率平均为 6.05% ，接近数年来最低水平。他补充称，这些利率吸引了部分买家，尤其是首次购房者重返市场。 但近期，受伊朗局势相关冲突影响，市场剧烈波动，推动抵押贷款利率升至平均 6.14% 。 云表示，这一变化令 NAR 感到 “担忧”。他认为不太可能重现 1970 年代的局面 —— 当时油价高涨将抵押贷款利率推高至 18% 以上，但他指出，油价冲击带来的通胀上升，可能会导致抵押贷款利率走高。 责任编辑：郭明煜

文章提及标的 波音 -- 波音（BA）：2月份共计获得21份订单，取消了6份；交付了51架飞机。

Key Points The Palantir Artificial Intelligence Platform has been a game-changer for the company over the last few years. Accelerating growth across both the private and public sectors should fuel meaningful growth into the next decade. Palantir could become a $1 trillion company if it achieves management's long-term growth ambitions. 10 stocks we like better than Palantir Technologies › Over the last few years, Palantir Technologies(NASDAQ: PLTR) has evolved from a data analytics provider heavily utilized by the Department of Defense into one of the premier artificial intelligence (AI) operating systems purpose-built for the modern enterprise. Last summer, CEO Alex Karp laid out a vision for the company that would see it 10x its revenue while simultaneously reducing its headcount. While this goal may seem like a moonshot, the accelerating deployments of Palantir's Artificial Intelligence Platform (AIP) underscore the software's value to clients across various industries. 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 » If Palantir can achieve Karp's vision, I think it could grow to a $1 trillion valuation within the next five years. Palantir AIP is a prolific enterprise software tool For much of its history, the largest share of Palantir's growth was driven by deals with the Pentagon and U.S. intelligence agencies. That dynamic continued to bolster the company's top line in 2025. Last year, Palantir won a 10-year deal with the U.S. Army worth up to $10 billion as well as a $795 million expansion of its deal with the U.S. military for its Maven Smart System. While the fact that the company is still tightening its relationship with the U.S. government is encouraging, Palantir's most lucrative potential lies in its ability to improve corporate workflows. In 2025, the company's U.S. commercial segment...