美国原油价格录得有纪录以来最大单周涨幅，因伊朗战事扰乱关键能源市场流动，经由霍尔木兹海峡的航运几乎全面停摆。 WTI周五上涨12%，收于每桶91美元下方，创下近六年来最大单日涨幅。 布伦特原油收于接近每桶93美元。 伊朗警告称，如果欧盟参战，将成为伊朗报复的“合法”目标。 因储存空间耗尽，科威特已开始削减部分油田产量，这是该地区供应受创的最新迹象。 花旗估计，由于霍尔木兹海峡运输受扰，原油市场每日损失700万至1100万桶的供应。 尽管美国总统特朗普表示“即将出台”缓解油价压力的行动，原油仍继续飙升。 白宫国家经济委员会主任哈塞特预计近期内不会动用战略石油储备。 美国国际开发金融公司表示将在海湾地区部署海运再保险业务，其中包括战争风险保险。 高盛 预计，如果供应中断时间延长，油价可能突破每桶100美元。 卡塔尔能源大臣在接受媒体采访时警告称，若油轮及其他商船无法通过霍尔木兹海峡，油价可能在两至三周内飙升至每桶150美元。 4月WTI原油价格上涨12%，结算价为每桶90.90美元。 5月布伦特原油上涨8.5%，收于每桶92.69美元。 责任编辑：李桐

Treasury Secretary Scott Bessent said the US may lift sanctions on further Russian oil supply after a move Thursday to give Indian refiners the green light to purchase crude from the nation. “Treasury agreed to let our allies in India start buying Russian oil that was already on the water,” Bessent said in an interview with Fox Business Friday.“To ease the temporary gap of oil around the world, we have given them permission to accept the Russian oil. We may unsanction other Russian oil.” Bessent said there’s “hundreds of millions of sanctioned barrels” of crude on the water now. “In essence, by unsanctioning them, Treasury can create supply,” he said.

Next week brings a slate of potentially market-moving events, with inflation data front and center. Wednesday's consumer-price index and Friday's personal-consumption expenditures index will offer the Federal Reserve two new reads on price pressures.

Key Points 140 Summer Partners Increased position by 178,360 shares in the fourth quarter. The quarter-end value of stake rose by $64.9 million, reflecting both buying activity and stock price movement. The additional shares brought the firm's stake to 225,860 shares valued at $81.3 million as of December 31, 2025. Acuity now comprises 6% of 140 Summer Partners LP’s 13F assets, which places it outside the fund's top five holdings. 10 stocks we like better than Acuity › On Feb. 13, 2026, 140 Summer Partners LP disclosed a buy of 178,360 Acuity (NYSE:AYI) in the fourth quarter. The fund held a stake valued at $81 million based on closing market prices at the end of the quarter. What happened According to a Feb. 13, 2026, SEC filing, 140 Summer Partners LP increased its position in Acuity by 178,360 shares in the fourth quarter. The quarter-end value of the stake rose by $64.9 million, reflecting both share purchases and price fluctuations. What else to know This buy brings the fund’s AYI stake to 6.0% of reportable assets under management (AUM) as of Dec. 31, 2025. Top holdings after the filing: NYSE: COF: $148.1 million (10.9% of AUM) NASDAQ: SATS: $99.6 million (7.4% of AUM) NYSE: PFSI: $88.3 million (6.5% of AUM) NYSE: WBS: $85.6 million (6.3% of AUM) NYSE: AER: $81.6 million (6.0% of AUM) As of Feb. 13, 2026, shares were trading at $305.50, down 6.1% over the past year and underperforming the S&P 500 by 17.9 percentage points. Company overview Metric Value Revenue (TTM) $4.54 billion Net income (TTM) $410 million Dividend yield 0.23% Price (as of market close 2/13/26) $305.50 Company snapshot Offers commercial, architectural, and specialty lighting solutions, lighting controls, and building management systems through brands such as Lithonia Lighting, Holophane, Distech Controls, and Atrius. Generates revenue primarily by designing, manufacturing, and distributing lighting and building management products for indoor and outdoor applications, as well as providing in...

现货黄金涨1.75%，本周累跌2.06% 2026-03-07 05:53:55 来源： 同花顺7x24快讯 分享 文章提及标的 纽约金 -- 纽约银 -- 伦敦金 -- 伦敦银 -- 现货黄金涨1.75%，报5171美元/盎司，本周累跌2.06%；COMEX黄金期货涨1.9%，报5175美元/盎司，本周累跌1.3%。现货白银涨2.55%，报84.3451美元/盎司，本周累跌10.06%；COMEX白银期货涨2.88%，报84.545美元/盎司，本周累跌9.35%。

Government bonds globally were hit hard by surging oil prices as the Iran conflict extends into the weekend

Leila Melhado/iStock Editorial via Getty Images Yesterday, I was looking at some Walmart ( WMT ) charts and saw this bizarre thing: Koyfin Today, Walmart's forward P/E ratio is 43x, which is already high considering its average of 27x. But there's a huge gap when we consider the Nasdaq ( QQQ ), and this shows how the market is (heavily) rewarding some stocks. But then I had the idea of checking out Walmart's global peers. I know that domestic peers, such as Costco ( COST ), are just as expensive or even more expensive, and basically that's the only player as big as Walmart. But it turns out that some names like Carrefour SA ( CRRFY ) ( CRERF ) aren't just a little cheaper; they're much cheaper than Walmart, which shows how the market is also neglecting some regions. We aren't looking at a fragile player in the supermarket industry or, for instance, a big player in a volatile region such as Latin America. Carrefour is actually a European behemoth, but with a very low valuation (and with a dividend yield of 7.4% ). I'm starting my coverage of Carrefour with a buy. Carrefour Isn't A Small Company I think that before delving into Carrefour's risks, it's worth looking at its big numbers, precisely because the single-digit P/E makes it look like it's a dying company or one with very high risks, which definitely isn’t the case. Carrefour has about 15,000 stores, and check the image below; they're a leader or second in core regions. They're a leader only in Brazil, and the market is still very fragmented, so it has a lot of capacity for expansion. Last year, Carrefour had €91B+ in revenue. Of course, it's still far from Walmart's size (around 87% lower), but it's still a big figure, especially in the European context. Carrefour IR Still comparing it with Walmart, Carrefour doesn’t have a giant ecosystem yet, but we can't say it's just a simple supermarket. Private labels already have very high penetration, which helps with margins, and e-commerce is in a good momentum, not ...

The US ⁠customs agency is readying a system within 45 days to process refunds on President Donald Trump’s tariffs that were struck down as illegal, a customs official said in a court filing on Friday. The declaration by Customs and Border Protection official Brandon Lord came just before government lawyers met with a federal trade judge to try to hammer out a broad settlement process for returning US$166 billion in tariff ‌payments to around 330,000 importers. Last month, the US Supreme Court struck down as unconstitutional the tariffs that were a central part of Trump’s economic policy. The court did not say how the collected tariffs should be refunded, leaving small importers worried the process would be expensive and time-consuming. Advertisement “This new process will require minimal submission from importers,” Lord said in his declaration, filed with the US Court of International Trade as government lawyers began meeting with Judge Richard Eaton from the court. Eaton called the meeting to discuss how the government will carry out his sweeping order issued on Wednesday directing the CBP to begin refunding tariffs to potentially hundreds of thousands ⁠of importers using the agency’s existing internal process. The US Court of International Trade is pictured in New York in March 2015. Photo: AP On Friday, after concluding the meeting with the government lawyers, he said in a court filing he was amending that order to no ‌longer require “immediate compliance” and appeared to be giving CBP time to carry out the new system. Eaton said he changed his order after considering the “declaration of Brandon Lord”.

Key Points Sold 189,819 AppFolio shares; estimated transaction value ~$45.11 million based on fourth-quarter average pricing. Quarter-end position value declined by $58.87 million, reflecting both share sale and price movement. Trade represented 3.7% of Brown Capital’s reported 13F assets under management. Post-trade holding: 152,123 shares valued at $35.39 million. AppFolio stake now 2.9% of fund AUM, placing it outside the fund’s top five holdings. 10 stocks we like better than AppFolio › On February 17, 2026, Brown Capital Management reported selling 189,819 AppFolio shares, an estimated $45.11 million trade based on quarterly average pricing, per SEC filings. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Brown Capital Management sold 189,819 shares of AppFolio (NASDAQ:APPF) during the fourth quarter. The estimated transaction value was $45.11 million, based on the average closing price for the period. The quarter-end value of the AppFolio position declined by $58.87 million, a figure that includes both the share reduction and changes in the stock price. What else to know Brown Capital Management’s AppFolio position now represents 2.9% of its 13F assets under management after the sale. Top five holdings after the filing: NASDAQ:CAMT: $114.33 million (9.4% of AUM) NASDAQ:GLBE: $94.53 million (7.8% of AUM) NASDAQ:CYBR: $68.04 million (5.6% of AUM) NASDAQ:RGEN: $44.89 million (3.7% of AUM) NASDAQ:XMTR: $41.55 million (3.4% of AUM) As of February 17, 2026, AppFolio shares were priced at $168.79, down 20.6% over the previous year and trailing the S&P 500 by 34.25 percentage points. Company overview Metric Value Revenue (TTM) $950.82 million Net Income (TTM) $140.92 million Price (as of market close 2026-02-17) $168.79 One-Year Price Change (20.61%) Company snapshot Provides cloud-based business management solutions for the real estate industry, including property management platforms, investment management tools,...

Source: Bloomberg, 36:57

Duolingo delivers digital language learning and assessment tools to a global user base through its website and mobile app.

Key Points Reduced position by 66,397 shares, with estimated transaction value of $15.65 million based on quarterly average pricing. Quarter-end position value decreased by $95.44 million, reflecting both trading and stock price movement. Transaction represented 0.17% of fund’s 13F assets under management. Ended the quarter with 506,131 shares valued at $88.83 million. The post-trade stake is 0.94% of AUM, which places it outside the fund's top five holdings. 10 stocks we like better than Duolingo › On February 17, 2026, Gilder Gagnon Howe & Co LLC disclosed a sale of a portion of its Duolingo (NASDAQ:DUOL) shares. What happened According to a recent SEC filing dated February 17, 2026, Gilder Gagnon Howe & Co LLC sold 66,397 shares of Duolingo during the fourth quarter of 2025. The estimated transaction value was $15.65 million based on the average closing price for the period. The value of the fund’s Duolingo holding declined by $95.44 million over the quarter, a figure that includes both the share sale and stock price changes. What else to know This was a reduction in the Duolingo position, which now represents 0.9375% of the fund's 13F reportable assets under management. Top holdings after the filing: NASDAQ:NVDA: $481.12 million (5.08% of AUM) NASDAQ:AMZN: $415.39 million (4.38% of AUM) NASDAQ:NFLX: $409.30 million (4.32% of AUM) NASDAQ:SHOP: $350.66 million (3.70% of AUM) NYSE:NET: $345.89 million (3.65% of AUM) As of February 13, 2026, shares were priced at $112.57, down 73.84% over the past year, underperforming the S&P 500 by 85.63 percentage points. Company Overview Metric Value Price (as of market close 2026-02-13) $112.57 Market capitalization $5.21 billion Revenue (TTM) $1.04 billion Net income (TTM) $414.07 million Company Snapshot Offers a digital language-learning platform and assessment tools, with courses in over 40 languages and a proprietary proficiency exam. Offers a website, a mobile app, and a language proficiency assessment exam for digital la...

According to a Securities and Exchange Commission (SEC) filing dated Feb. 17, 2026, Kettle Hill Capital Management, LLC, reported a new holding in Braze (NASDAQ:BRZE) . The fund acquired 747,715 shares, with an estimated transaction value of $22.15 million based on the average share price during the quarter. The quarter-end value of the stake totaled $25.64 million. Braze, Inc. is a technology company specializing in customer engagement software, enabling brands to deliver personalized and data-driven messaging across digital channels. With nearly $700 million in TTM revenue and a market capitalization of $1.80 billion, Braze leverages a software-as-a-service (SaaS) model to drive predictable, recurring revenue from enterprise clients. The company's competitive edge lies in its robust orchestration and analytics capabilities, supporting clients in building sophisticated, multi-channel customer journeys at scale. Kettle Hill initiated a substantial stake in Braze in the fourth quarter, with the stock taking up position No. 7 in the capital management company’s nearly $450 million portfolio. With just over $2 billion in market capitalization, Braze is a mid-cap software company focused on customer engagement and multichannel marketing. Continue reading

Gap reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. But CEO Richard Dickson says it was a successful quarter and they have a "fantastic transformation story" to tell. He speaks to Bloomberg's Lisa Abramowicz. (Source: Bloomberg)

Taiwan Semiconductor Options Spot-On: On March 6th, 190.01K Contracts Were Traded, With 1.61 Million Open Interest 富途牛牛

Micron Technology Options Spot-On: On March 6th, 584.79K Contracts Were Traded, With 2.46 Million Open Interest 富途牛牛

网络芯片设计公司美满电子科技（ 纳斯达克 代码：MRVL）股价周五大涨18.35%，此前该公司公布的第四季度营收超出了华尔街预期，并为下一季度提供了强劲的销售预测。 在2025日历年第四季度，美满电子实现营收22.2亿美元，同比增长22.1%，略高于分析师预期。公司调整后每股收益0.80美元，与市场普遍预期一致。投资者积极反应的主要驱动力似乎是公司对2026年第一季度的乐观展望。管理层预测季度营收中点值为24亿美元，显著高于分析师预期的22.8亿美元，这表明市场对其用于数据中心和通信网络的芯片需求持续强劲。 市场信号解读 美满电子科技的 股价波动性极大 ，过去一年中单日涨跌幅超过5%的情况出现过35次。但如此大的涨幅即使对该股而言也属罕见，表明此消息显著影响了市场对这家公司的看法。 过去一年中我们报道过的最大一次波动发生在大约一年前，当时该公司公布的2024年第四季度业绩疲软，导致股价下跌18.5%。其库存水平显著增加，EBITDA未达预期。得益于数据中心部门78%的惊人增长，销售额同比稳健增长了27%。但除此之外，情况有些艰难。企业网络和运营商基础设施业务受到冲击，拖累了整体势头。因此，尽管人工智能给公司带来了巨大推动，但其更传统的基础设施业务也面临一些实际阻力。总体而言，尽管盈利稳健，但该季度显示出其业务在不同板块间仍存在表现不均的状况。 自今年年初以来，美满电子股价上涨了3%，目前每股92.12美元，交易价格接近2025年12月创下的100.20美元的52周高点。五年前买入1000美元美满电子科技股票的投资者，如今其投资价值将达到2299美元。 另有一点： 那只被华尔街遗忘的21美元人工智能应用股。当华尔街痴迷于谁在构建人工智能时，一家公司已经在用它来创造利润了。而且没人注意到这一点。 人工智能芯片股的估值高得离谱。这家公司每月利用人工智能处理数万亿的消费者信号，而其股价仅为前者的三分之一。这种差距不会持续下去。 责任编辑：张俊 SF065

Alones Creative/iStock via Getty Images WTI crude oil topped $90 per barrel on Friday, March 6. Up more than 30% on the week, U.S. oil is on pace for its best weekly performance on record (according to Bespoke) amid the U.S.-Iran conflict. Shares of Energy sector equities were, of course, the best in the S&P 500 during the first week of March. Among the winners was Devon Energy ( DVN ). I had a "B uy" rating on the now $28 billion market cap Oil & Gas Exploration and Production industry stock last summer . Since my July 2025 analysis, shares are up a strong 41%, dividends included. That’s more than 30 percentage points of alpha to the S&P 500. Today, with DVN right near my intrinsic value target from last year, I am raising my estimates and keeping with a "B uy" rating. I’ll provide a refreshed valuation and an updated look at the technicals. WTI Crude Oil Surges to $90/bbl on U.S.-Iran Conflict Trading Economics In February, Devon reported a mixed set of quarterly results. Q4 non-GAAP EPS of $0.82 topped the Wall Street consensus target of $0.83, while revenue of $4.1 billion (down 6% from the same period a year ago) was a solid $510 million beat. Its Marketing and Midstream revenues slid 3% , but the stock managed to finish higher by the following afternoon. The 0.9% post-earnings rise marked a fourth consecutive small change, and the options market prices in a somewhat high 5.3% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the May 5 Q2 report. Data from Option Research & Technology Services notes that it's the widest straddle pricing in at least the last three years. Implied volatility has indeed ratcheted up to 41%. Short interest is low, but notable, at 3.1%. Looking back on the quarter that was, despite the bottom-line miss, Devon showed solid operational performance. The 390k boe/d figure verified above the top end of its guidance, while significant cost efficiencies were achieved over the October through Decemb...

中東局勢｜以軍空襲真主黨多個軍事總部 波及聯黎部隊加納營總部、兩成員重傷 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】以色列和黎巴嫩真主黨持續交火，波及聯黎部隊加納營的總部，兩名成員受重傷，加納政府向聯合國提出抗議。黎巴嫩衛生部指衝突至今累計逾200人死亡，據報真主黨近數月已重新武裝備戰。 首都貝魯特有建築受襲，濃煙升上半空，有住宅大樓被炮火擊中瞬間倒塌。以軍指在貝魯特南郊達希耶，空襲伊朗革命衛隊在黎巴嫩設立的空軍指揮中心，以及真主黨的海上武裝力量，行動委員會和財政部門的指揮中心至今擊中逾500多個目標。 網上片段拍到，聯合國駐黎巴嫩臨時部隊的加納營總部陷入火海。加納武裝部隊指總部10分鐘內兩次遭導彈襲擊，餐廳被擊中起火，沒交代是以軍還是真主黨發射，兩名維和部隊成員重傷，加納政府已向聯合國總部抗議。聯黎部隊稱攻擊維和部隊嚴重違反國際人道法、可能構成戰爭罪，以色列正調查事件。 以軍與真主黨過去一周持續交戰，路透社引述消息，指真主黨認為無法避免與以色列再次開戰、可能成為以軍下個目標，因此近數月已重新武裝備戰，每月動用5千萬美元資金。這筆資金主要由伊朗提供，用於支付薪金予真主黨成員及擴充軍火儲備，真主黨亦在本土生產無人機和火箭補充庫存。

Key Points Target's new CEO, Michael Fiddelke, took over in February 2026. The company has faced intense backlash and boycotts that have affected sales. Target's 2026 guidance anticipates net sales growth of 2%. 10 stocks we like better than Target › Don't call it a comeback yet, but shares of Target (NYSE: TGT) are up 25% so far this year. There's a bit of optimism surrounding the Minnesota-based retailer after prolonged backlash and declining sales. Is Target actually turning around, and will the stock continue to soar in 2026? Showing signs of life Target's fourth quarter 2025 net sales were 1.5% lower than the same period in 2024, and full-year sales were down 1.7%. This report was pretty much in line with company expectations and not really a surprise. Where Target is showing signs of life, though, is in its 2026 projections. 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 » The company's 2026 guidance anticipates net sales growth of 2% compared to 2025. It also expects to grow net sales in every quarter of the year. Target is also shooting to increase its operating income margin by 20 basis points and increase adjusted earnings per share by a full dollar. These numbers aren't showstoppers, but they'd be a much-needed boost for Target. Shakeups in leadership Target's new CEO, Michael Fiddelke, who took the helm of the company just last month, is already making big moves to right the ship. Fiddelke is replacing at least two longtime executives and outlined a turnaround plan. The turnaround plan includes improving the retailer's app, stores, and product selection. Specifically, Target doesn't want to be known as an "everything store" anymore, according to the new CEO. Target expects an additional $2 billion in capital expenditures and investments to fulfill its mission this year. Competitive pres...

Milano Cortina Winter Paralympics opening ceremony – in pictures As the Winter Paralympics begins with a spectacular opening ceremony in Verona, we take a look at the best images

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