BRISBANE, Calif., March 06, 2026 (GLOBE NEWSWIRE) -- Pacira BioSciences, Inc. (Nasdaq: PCRX), the industry leader in the delivery of innovative, non-opioid pain therapies to transform the lives of patients, today announced the granting of inducement awards on March 3, 2026 to three new employees under Pacira’s Amended and Restated 2014 Inducement Plan (the “Inducement Plan”) as a material inducement to each employee’s entry into employment with the company. In accordance with Nasdaq Listing Rule 5635(c)(4), the awards were approved by the People & Compensation Committee of the Board of Directors (the “Committee”) without stockholder approval. One employee received stock options to purchase an aggregate of 2,400 shares of Pacira common stock and three employees received restricted stock units for an aggregate of 5,500 shares of Pacira common stock. The stock options have a 10-year term and a four-year vesting schedule with 25 percent of the underlying shares vesting on the first anniversary of the recipient’s first day of employment and in successive equal quarterly installments over the 36 months thereafter. The stock options have an exercise price of $22.10 per share, the closing trading price of Pacira common stock on the Nasdaq Global Select Market on the date of grant. Each restricted stock unit represents the contingent right to receive one share of Pacira common stock and the restricted stock unit awards vest annually in four equal installments beginning on March 1, 2027. Vesting of the equity awards is subject to the employee’s continued employment with Pacira. Each equity award is also subject to the terms and conditions of an award agreement. About Pacira

Enrollment remains on track in Phase 2 pivotal portion of PYNNACLE trial evaluating rezatapopt as monotherapy in platinum-resistant/refractory ovarian cancer patients with a TP53 Y220C mutation Rezatapopt granted Orphan Drug Designation by the U.S. Food and Drug Administration for the treatment of TP53 Y220C positive ovarian cancer the treatment of TP53 Y220C positive ovarian cancer New England Journal of Medicine published first-in-human rezatapopt data showing selective reactivation of mutant p53 in advanced solid tumors Rezatapopt New Drug Application submission for platinum-resistant/refractory ovarian cancer planned in first quarter of 2027 Cash, cash equivalents, and marketable securities of $112.9 million as of December 31, 2025 providing expected cash runway to end of second quarter of 2027 PRINCETON, N.J., March 06, 2026 (GLOBE NEWSWIRE) -- PMV Pharmaceuticals, Inc. (“PMV Pharma” or the “Company”; Nasdaq: PMVP), a precision oncology company pioneering the discovery and development of small molecule therapies targeting p53, today reported financial results for the full year ended December 31, 2025, and provided a corporate update. “2025 was an important and productive year for PMV Pharma as we reported positive Phase 2 interim data from the registrational PYNNACLE clinical trial and made significant progress in enrolling the study,” said David Mack, Ph.D., President and Chief Executive Officer of PMV Pharma. “We look forward to submitting an NDA in the first quarter of 2027 for rezatapopt in platinum-resistant/refractory ovarian cancer.” PYNNACLE Phase 2 Monotherapy Update: Enrollment is on track in the Phase 2 monotherapy portion of the PYNNACLE clinical trial. The multicenter, single-arm, registrational Phase 2 study is assessing rezatapopt as monotherapy at a dose of 2000 mg once-daily in patients with TP53 Y220C advanced solid tumors. PMV Pharma anticipates submitting a New Drug Application (NDA) for rezatapopt in platinum-resistant/refractory ovarian ca...

INDIANAPOLIS, March 06, 2026 (GLOBE NEWSWIRE) -- Hurco Companies, Inc. (Nasdaq: HURC) today reported results for the first fiscal quarter ended January 31, 2026. Hurco recorded a net loss of $3,468,000, or $0.54 loss per diluted share, for the first quarter of fiscal year 2026, compared to a net loss of $4,320,000, or $0.67 loss per diluted share, for the corresponding period in fiscal year 2025. Sales and service fees for the first quarter of fiscal year 2026 were $42,868,000, a decrease of $3,546,000, or 8%, compared to the corresponding prior year period, and included a favorable currency impact of $1,813,000, or 4%, when translating foreign sales to U.S. dollars for financial reporting purposes. Greg Volovic, Chief Executive Officer, stated, “Our orders have picked up considerably in the U.S. despite the increase in tariffs, overall gross profit (as a percentage of sales) has improved reflecting cost reductions and containment, and continued working capital efficiency reflects our steadfast focus on a strong balance sheet. We have made meaningful progress to our financial position and remain committed to managing the business for the long-term sustainable future. Seeing improved order activity in the US affirms what we have been anticipating and hoping to see in the global market. We would like to see this trend continue on a broader scale, and we will remain focused on a potential recovery in 2026.” The following table sets forth net sales and service fees by geographic region for the first fiscal quarter ended January 31, 2026, and 2025 (dollars in thousands): Three Months Ended January 31, 2026 2025 $ Change % Change Americas $16,656 $18,108 ($1,452 ) (8 )% Europe 20,547 21,614 (1,067 ) (5 )% Asia Pacific 5,665 6,692 (1,027 ) (15 )% Total $42,868 $46,414 ($3,546 ) (8 )% Sales in the Americas for the first quarter of fiscal year 2026 decreased by 8%, compared to the corresponding period in fiscal year 2025, primarily due to a decreased volume of shipments of M...

GLEN ALLEN, Va., March 06, 2026 (GLOBE NEWSWIRE) -- Adial Pharmaceuticals, Inc. (NASDAQ: ADIL) (“Adial” or the “Company”), a clinical-stage biopharmaceutical company focused on developing therapies for the treatment and prevention of addiction and related disorders, today provided a business update and reported its financial results for the 2025 fiscal year ended December 31, 2025. Key Highlights: Regulatory Progress: Achieved positive clinical study results from the AD04-103 pharmacokinetics (PK) study supporting AD04’s pharmacologic profile and regulatory strategy. Received a positive response from the U.S. Food and Drug Administration (FDA) regarding the Company’s proposed in vitro bridging strategy. Successfully completed its End-of-Phase 2 (EOP2) meeting, advancing regulatory alignment toward Phase 3 development. Expanded Intellectual Property Portfolio: Strengthened IP coverage with multiple U.S. patents issued covering genotype-specific treatment of opioid disorders and expanded genetic-based approaches for treating and diagnosing Alcohol Use Disorder (AUD) and other dependencies. Filed a Patent Cooperation Treaty (PCT) application to protect core assets and extend international exclusivity by 14 years through at least 2045. Strategic Partnerships & Development Support: Engaged Cytel Inc., a global leader in advanced clinical trial design and statistical methodologies, to support AD04 Phase 3 planning. Partnered with Genomind to implement precision medicine testing solutions aligned with genotype-guided therapeutic strategy. U.S.-Based Manufacturing Secured: Secured U.S. manufacturing supply partnerships with Cambrex and Thermo Fisher Scientific for drug substance and drug product supply in support of late-stage development and future commercialization readiness. “2025 was a pivotal year for Adial as we continued to advance AD04 scientifically, strategically, and within an evolving regulatory landscape,” said Cary Claiborne, Chief Executive Officer of Adial P...

Board Declares Quarterly Dividend of $0.25 per Share and Special Dividend of $0.70 per Share Revenue of $102.7 Million in Fourth Quarter 2025 and $275.6 Million in Full Year 2025 Net Income Attributable to Cohen & Company Inc. of $8.1 Million, or $1.48 per Diluted Share, in Fourth Quarter 2025 and $14.4 Million, or $4.35 per Diluted Share, in Full Year 2025 Adjusted Pre-Tax Income of $18.3 Million, or $2.97 per Diluted Share, in Fourth Quarter 2025 and $41.4 Million, or $6.92 per Diluted Share, in Full Year 2025 PHILADELPHIA and NEW YORK, March 06, 2026 (GLOBE NEWSWIRE) -- Cohen & Company Inc. (NYSE American: COHN) today reported financial results for its fourth quarter and full year ended December 31, 2025. Summary Operating Results Three Months Ended Twelve Months Ended ($ in thousands) 12/31/25 9/30/25 12/31/24 12/31/25 12/31/24 Investment banking and new issue $ 54,704 $ 68,606 $ 8,194 $ 187,608 $ 40,778 Net trading 13,819 13,560 8,947 47,347 36,409 Asset management 2,681 1,948 2,067 8,817 9,009 Principal transactions and other revenue 31,536 99 (667 ) 31,792 (6,598 ) Total revenues 102,740 84,213 18,541 275,564 79,598 Compensation and benefits 57,845 53,684 12,935 177,518 56,388 Non-compensation operating expenses 14,850 8,769 11,109 38,639 31,233 Operating income (loss) 30,045 21,760 (5,503 ) 59,407 (8,023 ) Interest expense, net (1,460 ) (1,472 ) (1,474 ) (5,876 ) (5,821 ) Gain on sale of management contracts - 1,897 - 2,734 - Income (loss) from equity method affiliates (5,081 ) (12,663 ) (662 ) (16,763 ) 21,704 Income (loss) before income tax expense (benefit) 23,504 9,522 (7,639 ) 39,502 7,860 Income tax expense (benefit) (2,275 ) 733 (764 ) (632 ) (329 ) Net income (loss) 25,779 8,789 (6,875 ) 40,134 8,189 Less: Net income (loss) attributable to the non-convertible non-controlling interest 5,254 (6,853 ) 66 (1,913 ) 8,675 Enterprise net income (loss) 20,525 15,642 (6,941 ) 42,047 (486 ) Less: Net income (loss) attributable to the convertible non-controllin...

Marathon is weird as hell — and I mean that in the best possible way. The latest game from Destiny studio Bungie mixes the slick gunplay the developer is known for with a dark, and frankly bizarre, sci-fi universe. It’s part of the burgeoning “extraction shooter” subgenre, where teams of players are dropped into a hostile environment and tasked with getting the hell out. After just a few hours with the game, I’m eager to play more, both because the core action is so satisfying and to make sense of this mystifying universe. But as much as I’m enjoying Marathon right now, I’m also wary about its future because I have no idea how long it will last. The live-service shooter space is a mess. As publishers and developers have chased the highs of Fortnite, the field has become completely volatile. And you don’t need to look very far to see that; on the same day that Marathon launched, Highguard released its final update before it shuts down for good in a week. Marathon is weird and captivating, but in this space, that’s no guarantee of success. What’s most startling is the sheer speed at which recent live-service games have been deemed failures. Wildlight Entertainment, the studio behind Highguard, said the game reached 2 million players, and yet it will shut down less than two months after it first launched. Titles from established companies are being treated the same; just a few weeks after it launched its League of Legends fighting game 2XKO, Riot laid off a chunk of the development team, saying that “the game has resonated with a passionate core audience, but overall momentum hasn’t reached the level needed to support a team of this size long term.” Even studios known for single-player games, like Alan Wake developer Remedy, have dabbled in the space with some disastrous results. It’s clear why companies keep trying. While many live-service games fail, the hits are massive. Fortnite has become a cultural juggernaut connected to everything from Disney to Chappell Roan, ...

Indonesia will begin restricting access to some social media platforms for users under 16 from March 28, marking one of the region’s toughest moves yet to curb children’s exposure to harmful online content. Communications and Digital Affairs Minister Meutya Hafid announced the measure on Friday, saying the government had signed a regulation that would gradually stop children under 16 from holding accounts on platforms deemed “high risk”. Hafid said the rule would apply to platforms such as YouTube, TikTok, Facebook, Instagram, Threads, X, Bigo Live and Roblox. However, the ministry has not yet publicly set out the full compliance mechanics. Advertisement “The basis is clear. Our children face increasingly real threats. From exposure to pornography, cyberbullying, online fraud and, most importantly, addiction,” Hafid said in a media statement announcing the policy. She added that “the government is here so that parents no longer have to fight alone against the giant of algorithms”. Indonesian Minister of Information and Digital Affairs Meutya Hafid, right, talking to students at an elementary school in Depok, West Java, Indonesia, on January 6. Photo: AP The move builds on a broader child online safety framework launched by President Prabowo Subianto last year aimed at strengthening protections for minors in the digital sphere.

hirun/iStock via Getty Images Co-authored by Kody's Dividends There's no doubt the world is getting older. Our World in Data There has been a steady trend of the world getting older. Each year, fewer babies are born, and people are living longer. This leads to an older average population. The median age in Europe and North America, as well as the entire globe, continues to trend higher. One reason for this is the success of modern medicine. We're able to treat and keep people alive longer and potentially healthier for longer as well. Some have doubted the ability of medicine to truly solve problems but primarily just mask them. Western medicine is often viewed as being focused on treating the symptoms and not the root cause of the problems, and this is probably a very valid critique in many cases. We take medicine to help the headache go away without ever figuring out what is causing the headache. Or we know what causes the headache but choose not to adjust our lifestyle and instead use medicine as a supplement to fix our potential problems. Today, I want to focus on an investment opportunity within the pharmaceutical space. The healthcare sector can be broken down into categories that focus on insurance, service providers, and pharmaceuticals or other biosciences. Today's company is in the last group. Let's dive in! Deep Value And Healthy Growth In The Pharma Space Sanofi Q4 2025 Earnings Presentation Sanofi ( SNY ) is one of the world's largest international drugmakers . In 2025, the French pharmaceutical company's product portfolio included four blockbuster drugs and a blockbuster vaccine franchise . This was led by its smash-hit immunology drug called Dupixent, which put up 25.2% sales growth during the year to 15.71 billion euros. Its Beyfortus respiratory syncytial virus vaccine logged 1.80 billion euros in sales, which was up 9.5% over 2024. The Lantus and Toujeo insulin medicines recorded 1.73 billion and 1.35 billion euros in sales in 2025, respectively. Th...

Treasure chest of precious metals and stock price charts Stockyme/iStock via Getty Images Showcase Intro In February, we welcomed 17 new analysts who published their first-ever article on Seeking Alpha. In this article, our editors highlight some of the best ideas from these new analysts and introduce them. The first five introductions are spotlight features, including a longer excerpt from the analyst's article. The rest of the new analysts will be introduced after these with a more brief excerpt and are generally organized by rating from Strong Sell to Strong Buy . Each section includes details about the new analysts' interests and backgrounds, so you can get to know them a bit more. With all the ideas and information shared in this article, we'd invite you to join the conversation and let others know what you think: are any of these picks worth following up on ? To our new analysts: welcome to the community ! And please don't hesitate to share more in the comments to introduce yourself to our readers. Top Stock Picks From Seeking Alpha's New Analysts Fausto Cuesta, CFA | SFL Corporation: Attractive, But Everything Hinges On The Hercules Biography: “My primary investment approach is value-oriented, with a preference for fundamental research and a disciplined analytical framework. I focus mainly on the shipping sector, where supply-demand dynamics, fleet age profiles, and capital allocation decisions can create compelling opportunities for patient, research-driven investors. ” Buy | “Although SFL Corporation ( SFL ) is currently burning cash to support its dividend, the company’s solid balance sheet provides sufficient flexibility to maintain current distributions without compromising its financial health while awaiting new employment for the Hercules. Securing a new charter remains critical to the company’s long-term financial sustainability and represents the key catalyst for the shares. Downside risk appears limited and covered by SFL’s existing revenue backlog....

emyu/iStock Editorial via Getty Images Introduction U.S. Bancorp ( USB ) is a major regional bank, surprisingly not on the “too big to fail” list, and one I haven’t reviewed yet. Past articles have covered the bank’s floaters but seldom the four fixed-rate choices. This article will cover the U.S. Bancorp, Float Rate Dep Shares Non-cumul Perp Preferred Stock, Series B ( USB.PR.H ), the bank’s only $25 Par floater, and all these fixed-rate choices: U.S. Bancorp, 5.50% Dep Shares Series K Non-Cumul Perp Preferred Stock ( USB.PR.P ); U.S. Bancorp, 3.75% Dep Shares Non-Cumulative Perpetual Preferred Stock Series L ( USB.PR.Q ); U.S. Bancorp, 4.00% Dep Shares Series M Non-Cumul Perp Preferred Stock ( USB.PR.R ); U.S. Bancorp 4.50% Dep Shares Non-Cumulative Perpetual Preferred Stock Series O ( USB.PR.S ). After reviewing all five issues, it is a toss-up between USB-Q and USB-R, so I gave the Buy rating to USB-R for the better coupon but not the highest for the extra Call protection that it provides. Understanding U.S. Bancorp Data by YCharts Seeking Alpha describes this bank as (edited): U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities, and other financial institutions in the United States. The company operates through Wealth, Corporate, Commercial and Institutional Banking; Consumer and Business Banking; Payment Services; and Treasury and Corporate Support segments. U.S. Bancorp was founded in 1863 and is headquartered in Minneapolis, Minnesota. As of the end of 2025, USB had almost $700B in assets, ranking it 5th in size among U.S. banks. They have over 2000 branches spread across 26 states. The 2024 Annual report provided these performance highlights. 2024 Annual Report The next chart summarizes the bank's three areas of business focus. 2024 Annual Report Announced last month, USB is acquiring the financial services firm BTIG ( announcement ). Now let's...

Hackers are targeting Israelis with spyware masquerading as a smartphone app that issues safety alerts, according to new cybersecurity research. The cyberespionage campaign, identified following the US and Israeli attacks on Iran, has attempted to trick Israelis into downloading the malicious app by sending text messages that appear to originate from the Home Front Command, a unit of the Israel Defense Forces, according to a report published Friday by the threat research unit at Swiss cybersecurity firm Acronis . The messages advise the recipient to download a new version of the official “ red alert ” Android app, which issues warnings about imminent rocket attacks. However, anyone who follows the guidance and installs the app will be unwittingly downloading spyware onto their device, Acronis’ researchers discovered. The malicious version of the app secretly records precise location data and can steal text messages, passwords, contacts and other information stored on the phone, according to the report. The hackers behind the attacks are likely linked to a group known as Arid Viper, according to the report, which other cybersecurity researchers have previously blamed for espionage targeting Israeli soldiers and people in Egypt and Palestine. Acronis said the hackers were “a capable and well-resourced threat actor operating with clear objectives” and added that the hacking campaign “illustrates how trusted emergency infrastructure can be exploited during periods of conflict.” Attackers also have attempted to breach surveillance cameras in Israel and other countries through the Middle East, Check Point Software Technologies Ltd. said in a report published on Wednesday. Several Iranian-aligned hacking groups have claimed attacks on Israeli companies and government agencies in recent days. But cyberattacks have as yet not played any decisive role in the conflict, which began with a series of US and Israeli bombings of Iranian targets on Feb. 28. On March 4, Israel said i...

US lawmakers urged the Trump administration to close the loopholes that have allowed a unit of blacklisted Chinese tech giant Huawei Technologies Co. to operate freely in the US. The leaders of a bipartisan congressional committee on China asked that the administration subject Huawei’s US unit, Futurewei Technologies , to the same restrictions as its Chinese parent, according to a letter they sent to the leaders of the departments of Commerce, Defense and Treasury, as well as the Federal Communications Commission chairman. The letter was sent by Representative John Moolenaar , a Michigan Republican, and Representative Ro Khanna , a Democrat from California. A copy of the letter, dated Thursday, was seen by Bloomberg News. Huawei faces export controls, financial and securities-related restrictions and a military company designation after US officials determined it was a major cybersecurity risk and accused it of extensive intellectual property theft, all of which it has denied. Representatives for Huawei and Futurewei didn’t return a request for comment. Read More: US Panel Probes Huawei Affiliate’s Presence on Nvidia Campus The committee called for the restrictions after an investigation in which the company produced documents “demonstrating that Huawei exercises ultimate ownership and control over Futurewei’s finances, operations, and personnel — allowing Huawei to maintain an active US presence despite the federal actions taken against it,” the letter said. Futurewei told the committee it’s fully owned by Huawei and doesn’t make money from selling any products or services to the public. It said it provides research and development services to its parent, including helping Huawei secure US patents, according to the letter. Futurewei had 172 employees as of 2023, according to a budgeted staffing plan submitted to the committee. In a September request for information from Futurewei, the committee raised a variety of concerns, including Futurewei’s decade-long presenc...

Dow Jones Futures Fall, Oil Prices Rise Again; AI Chip Giant Broadcom Jumps 3/04/2026 The stock market rallied Wednesday but the major indexes are still below their 50-day lines. Broadcom earnings topped views late. 3/04/2026 The stock market rallied Wednesday but the major indexes are...

格隆汇3月6日｜行情显示，比特币跌至70000美元下方，过去24小时内跌4.04%；行情显示，以太坊跌至2050.94美元，过去24小时内跌4.13%。

格隆汇3月6日｜印度发布2月经济报告，指出若伊朗危机持续，或将对汇率、经常账户赤字及通胀压力产生重大影响。

格隆汇3月6日｜据彭博，全球最大的国际航空公司阿联酋航空表示，公司预计将在未来几天内恢复全部航线网络运营。此前该公司因战事相关的空域关闭已暂停运营一周。阿联酋航空周五在声明中表示，恢复商业航班运营取决于空域可用性和所有运营要求的满足情况。阿联酋航空称，周四共有约3万名乘客从迪拜出发。到3月7日，阿联酋航空将每日运营106个往返航班，飞往83个目的地，占到其航线网络的近60%。竞争对手阿提哈德航空也在准备恢复飞往约70个目的地的航班运营。

优化信贷结构，分类施策、有扶有控，从金融的角度抑制一些行业的“内卷式”竞争。 政府工作报告定调后，3月6日，在备受关注的第十四届全国人大四次会议经济主题记者会上，央行行长潘功胜对货币政策进行权威解读。 从记者会内容来看，货币政策延续适度宽松的政策取向，总量、结构政策空间再度明确；构建科学稳健的货币政策体系，货币政策目标、工具以及传导机制三方面也将迎来关键突破与调整。 与此同时，面对更趋复杂严峻的外部环境所带来的外溢影响，潘功胜更是强调了外汇市场的立场：中国没有必要，也无意通过汇率贬值获取贸易竞争优势。在特定情景下，使用宏观审慎管理工具校正市场的“羊群效应”和负向的自我强化。 货币政策工具有扶有控 政府工作报告提出，继续实施适度宽松的货币政策。把促进经济稳定增长、物价合理回升作为货币政策的重要考量。灵活高效运用降准降息等多种政策工具，保持流动性充裕，使社会融资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。优化创新结构性货币政策工具，适当增加规模，完善实施方式。 潘功胜表示，2026年，人民银行将继续实施好适度宽松的货币政策，把促进经济稳定增长、物价合理回升作为货币政策的重要考量，灵活高效地运用降准降息等多种货币政策工具，发挥增量政策和存量政策、货币政策与财政政策的集成、协同效应。 在数量上，除了传统意义上的存款准备金工具之外，数量型货币政策工具箱中还包括逆回购、中期借贷便利（MLF）、买卖国债等多种公开市场操作工具。 潘功胜称，人民银行将综合运用这些短中长期政策工具，保持市场流动性充裕，使社会融资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。 在利率上，将根据经济金融形势的变化和宏观经济运行情况，引导和调控好利率水平，促进社会综合融资成本低位运行。强化利率政策执行和监督。 在结构上，潘功胜表示，今年结构性货币政策工具的重点将聚焦于支持扩大内需、科技创新和中小微企业。引导金融机构科学评估风险，优化信贷结构，分类施策、有扶有控，从金融的角度抑制一些行业的“内卷式”竞争，支持经济结构调整和转型升级。加强货币政策与财政政策在贴息、担保和风险成本分担等方面的协同配合，放大政策效果。 银河证券研究报告认为，展望2026年，货币政策主要包含两条线索：一是，灵活高效，将结构性货币政策工具放在更加重要的位置。二是协同财政，保持宏观政策一致性，以提升政策效能。配合...

格隆汇3月6日｜标普500指数E-迷你期货下跌0.7%，纳斯达克100指数期货下跌0.9%，道琼斯指数期货下跌0.7%。

Bernstein Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $265 富途牛牛

开年3月份，短剧行业一则消息传出：多家短剧承制方被红果取消了保底机制，尤其是一些中小承制方，平台开始大程度地保留头部精品项目，还有中小承制方称，团队在春节前就被通知“停止选本”。 短剧在互联网才热闹了两三年，这无异于“晴天霹雳”。 社交媒体上也有不少行业人士吐槽：“才吃上饭，锅就被砸了。”“今年公司项目至少砍了一半”甚至有承制方表示，“按照现在的形式，后面就算继续开放，平台最多就是出剧本，制作方自行投资，自负盈亏。” 据悉，截至2025年，红果已与600余家内容机构建立合作。 为什么会出现这种变动？当前行业归纳的理由主要有两条，一方面，过去两年真人短剧蛮荒增长，产量虽高，但质量与收益却严重失衡；另一方面，漫剧兴起，直接冲击内容成本，红果此举或许是为了押注AI短剧。 无论出于哪种目的，背靠字节跳动的完整生态，手握抖音流量、番茄 IP、豆包与 Seedance AI三重加持，红果早已坐稳短剧赛道头部。它在内容赛道日渐外放的“强势”，值得整个行业乃至互联网全域注意： 或许，一个牢牢掌控短剧入口的流量帝国，正在显露峥嵘。 承制方“濒危” “做短剧两年了，但现在这个风头，再不转型就晚了。”短剧赛道出身的张苗（化名）如是说。 市面上有多少短剧公司？截至2025年10月，全国短剧相关存续企业已超35万家，涵盖上游IP版权方、中游制作承制方、下游分发与播放平台等全产业链。但其中中游企业最多，占全产业链超过70%。 短剧的风在互联网刮了两年多，承制方之所以越来越多，主要是因为从2023年起，头部红果就对承制方全力扶持。彼时，红果甚至给承制方提前打钱保底，一旦遇到爆剧，制作方还可拿到高额的分成系数，2024年头部团队单月进账千万。 也就是说，行业炙手可热时，不少承制方仅吃保底就能分到一口短剧蛋糕。 今时不同往日，实际上自去年11月起，红果就已经陆续取消承制方的保底。而真人短剧的降温，排除产能过剩，收益下滑，与AI漫剧的兴起有很大关系。据悉，2月份百强漫剧总计播放增量已高达75.87亿，播放量环比上月增长超20%。 目前，红果单日上新的漫剧数量在2000部左右，这个数据相当于是真人剧的20倍。同时，红果也在孵化漫剧APP，QuestMobile数据显示，上线仅一个月，“红果漫剧”月活跃用户已达854万，跻身短剧类APP前三。 原本属于真人短剧的激励，也拱手给了漫剧。 2026年1月，抖音...

格隆汇3月6日｜综合法新社、俄罗斯《莫斯科共青团员报》等媒体，对于芬兰方面有意解除该国的核武器部署限制，俄罗斯总统新闻秘书、克里姆林宫发言人佩斯科夫6日发出警告。芬兰是俄罗斯邻国。法新社提到，芬兰国防部长哈卡宁5日称，芬兰政府有关提议将使芬兰领土上未来有可能出现核武器。哈卡宁还称，俄乌冲突爆发后，芬兰和欧洲的安全环境“发生了根本性变化”。

White Falcon Capital Management’s Views on Advanced Micro Devices (AMD) Insider Monkey

Federal Reserve Governor Christopher Waller discusses the potential inflationary impact of war with Iran, saying “this is why we never look at energy prices.” Waller views the shock in oil prices as “more like a one-off event,” than what was seen by markets in the 1970’s. (Source: Bloomberg)

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A report suggested that major AI-chip makers were considering a rule change that could slow adoption of the Dutch company’s advanced hybrid bonding technology.

1 月 25 日，纽约金融区飘雪，人们在观赏华尔街铜牛。 数月来，投资者与分析师始终紧盯金融领域一个隐秘角落 —— 私人信贷市场 。警报频传，令市场担忧 2008 年金融危机恐将重演。 这些预警究竟只是少数几笔孤立的不良投资，还是这个规模达 1.8 万亿美元 行业中潜藏的更危险系统性弱点，目前尚无定论。但只要后一种情况存在哪怕一丝可能，就有必要弄清楚到底发生了什么。 什么是 “私人信贷”（快速入门） 简单来说，私人信贷指投资者 绕开银行，直接向私营企业放贷 。 借款人多为中小型企业 —— 在银行看来，这类主体风险过高、情况复杂，难以获得传统贷款，因此愿意支付更高利率，以换取快速、灵活的融资。 常规运作模式： 大型资产管理公司（如以收购企业闻名的 黑石 ）从养老金、保险公司等大型机构募资，这些机构追求比债券市场更高的回报。随后，私人信贷基金直接向难以从银行贷款的企业放款。 这并非新模式，但在 2008 年金融危机后、各国收紧银行放贷限制，行业迎来爆发式增长。 问题在于： 私人信贷的麻烦，很容易演变成公共风险。 “很多时候，你面对的是一批不透明的贷款，支撑着一批不透明的企业。” 盈透证券首席策略师史蒂夫・索斯尼克表示，“你可以设想一种相对温和、只是让人难受的情景，但也可以设想另一种情景 —— 大量问题被刻意掩盖。” 他表示，尽管近期私人信贷的动荡看似孤立，但金融市场环环相扣：一旦信贷市场冻结、银行被迫计提亏损，任何重大爆雷都会变成所有人的问题。 “这并不意味着我们注定会重演 2008 年次贷危机式的私人信贷灾难，” 他说，但与此同时， “确实能听到当年那场清算的回声” 。 蓝猫头鹰、黑石接连出事 1 月 20 日，纽约曼哈顿中城东公园大道 375 号施格兰大厦外的蓝猫头鹰标识。 近几周，私人信贷投资者纷纷要求赎回资金。市场担忧：放贷机构高估了与高风险企业挂钩的贷款价值 —— 其中许多是软件公司，业务可能被人工智能颠覆。部分分析师认为，AI 或将引发一批中型软件与商业服务企业违约，这类企业在疫情期间曾格外受私人信贷青睐。 华尔街的焦虑高度集中在资产管理公司 蓝猫头鹰（Blue Owl） 身上。 上月，该公司遭遇巨额赎回潮，被迫 暂停赎回、变卖资产 以偿还投资者。 尽管蓝猫头鹰试图安抚市场，称此举并非财务恶化信号，但其股价仍遭受重创，过去两周暴跌 15%。做空数据公司 S3...