Kevin Dietsch/Getty Images News The Usual Federal Reserve The biggest event of the week, hands down, is the FOMC meeting that's scheduled for next Wednesday. Everyone is literally focused on that date, individually guessing every single point for each of the Fed members' votes and waiting with bated breath for the press release to come out and see if they can find at least one shred of evidence of whether or not the Fed will actually do something to reduce interest rates. In my opinion, there isn't much to "dissect" and I'm pretty sure there won't be any twists and turns. The decision by the Federal Reserve as to how monetary policy is concerned is already largely reflected in current pricing, so you won't learn anything new from this meeting. In my opinion, this meeting is going to be extremely boring. The Federal Reserve will keep interest rates in the 3.50-3.75% range, and Powell will simply read from a script and admit what we all know: that the current explosion in oil prices is a very serious problem regarding price dynamics. Personally, I will focus on the Dot Plot. I also believe it is probable that there will be a huge divide in the FOMC, with members like Stephen Miron, Michelle Bowman, and Christopher Waller most likely supporting lowering interest rates once again. What I'd like to know is how wide the gulf between the various voting members of the FOMC is currently, in relation to past meetings, since it is one thing to want to lower interest rates in a time period when inflation is relatively stable (albeit above the target level), as we have seen in recent months, and a completely different story to advocate for lower interest rates now, as energy prices continue to skyrocket. The remaining content in the press release will include the typical talking points on dependence on data. The lack of any significant operational impact from this meeting is due to the character of the shock, as well as the structural dynamics under process, neither of which fal...

US equities ended the week in the red Friday as the war in Iran heads into its third week and attention increasingly turns toward the impact of runaway oil prices on inflation. The S&P 500 (^GSPC) closed out Friday down 0.6% for a loss of 1.6% on the week. The Dow Jones Industrial Average (^DJI) lost 0.3%, or roughly 120 points, on Friday to close the week down 2%. The tech-heavy Nasdaq Composite (^IXIC) fell 0.9% on Friday and ended the week in the red by 1.3%. Calendar highlights In the week ahead, all eyes will be on the Fed meeting — and what Chair Jerome Powell does or doesn't say about the impact of the war in Iran on inflation in his second-to-last meeting as chair. In a relatively quiet week on the economic calendar, investors will get more information on the state of the labor market from ADP's weekly employment change numbers on Tuesday and Thursday's jobless claims data, alongside a slate of manufacturing data on Monday. On the earnings calendar, Micron's Wednesday results will take the spotlight, with reports from Dollar Tree (DLTR), Oklo (OKLO), Macy's (M), and Darden Restaurants (DRI) also on the schedule. Another big event to watch: Nvidia's (NVDA) biggest event of the year, GTC 2026, kicking off with a keynote from CEO Jensen Huang on Monday. (Preview here.) Oil surfs the $100 mark Three weeks in, the war in Iran is showing no signs of slowing down, and the Strait of Hormuz, the world's most important shipping chokepoint for the global energy industry, remains at a standstill. Last Sunday, oil prices jumped over the critical $100 per barrel mark for the first time since the energy crisis kicked off by the 2022 Russian invasion of Ukraine. Prices quickly cooled off into the $80s, but drone strikes on critical infrastructure, force majeure declarations from major refineries and export terminals, and a growing list of production cuts throughout the Gulf states have sent prices right back up. It all comes down to the Strait, where roughly 14 million barr...

US equities ended the week in the red Friday as the war in Iran heads into its third week and attention increasingly turns toward the impact of runaway oil prices on inflation. The S&P 500 (^GSPC) closed out Friday down 0.6% for a loss of 1.6% on the week. The Dow Jones Industrial Average (^DJI) lost 0.3%, or roughly 120 points, on Friday to close the week down 2%. The tech-heavy Nasdaq Composite (^IXIC) fell 0.9% on Friday and ended the week in the red by 1.3%. Calendar highlights In the week ahead, all eyes will be on the Fed meeting — and what Chair Jerome Powell does or doesn't say about the impact of the war in Iran on inflation in his second-to-last meeting as chair. In a relatively quiet week on the economic calendar, investors will get more information on the state of the labor market from ADP's weekly employment change numbers on Tuesday and Thursday's jobless claims data, alongside a slate of manufacturing data on Monday. On the earnings calendar, Micron's Wednesday results will take the spotlight, with reports from Dollar Tree (DLTR), Oklo (OKLO), Macy's (M), and Darden Restaurants (DRI) also on the schedule. Another big event to watch: Nvidia's (NVDA) biggest event of the year, GTC 2026, kicking off with a keynote from CEO Jensen Huang on Monday. (Preview here.) Oil surfs the $100 mark Three weeks in, the war in Iran is showing no signs of slowing down, and the Strait of Hormuz, the world's most important shipping chokepoint for the global energy industry, remains at a standstill. Last Sunday, oil prices jumped over the critical $100 per barrel mark for the first time since the energy crisis kicked off by the 2022 Russian invasion of Ukraine. Prices quickly cooled off into the $80s, but drone strikes on critical infrastructure, force majeure declarations from major refineries and export terminals, and a growing list of production cuts throughout the Gulf states have sent prices right back up. It all comes down to the Strait, where roughly 14 million barr...

Some presidents love peanuts or jelly beans, and others love hiking in national parks or golfing. Our current resident in the White House, President Donald Trump, loves golfing -- and tariffs. Our Motley Fool Research report on Tariffs and Trade is keeping track of the tariff and trade action from the Trump administration. For example, in February, after the Supreme Court disallowed many of the extreme tariffs he had imposed, he struck back with a global tariff of 10% -- and then followed that with a threat to hike it to 15%. How tariffs work President Trump has repeatedly stated that foreign countries pay the tariffs, but that's not how it works. A tariff is a tax on an import -- and it's paid by importers, not foreign countries. Not so long ago, the U.S. had a 2.5% tariff on many imported passenger vehicles. So the American importer of a $25,000 vehicle would pay $625 -- which would go to the U.S. Treasury and would likely end up factored into the price the car buyer pays. More recently, the tariff on many imported cars and trucks has been 25%, on top of that 2.5%, and light trucks imported from some countries face a 50% tariff. As you might imagine, this level of tariff, and even 10% and 15% tariffs, forces some decisions and changes. A 25% tariff on a $25,000 imported vehicle would result in a $6,250 tax paid by the importer. If the vehicle cost, say, $40,000, the tariff would amount to $10,000. Thus, carmakers exporting such vehicles may see demand fall off sharply if car prices are rising briskly to offset tariffs paid by importers. After all, importers are not going to simply hand over millions and billions in tariffs -- those costs will eventually (or quickly) work their way down to the consumer in the form of higher prices. This all may sound terrible, but, used strategically, some tariffs can do some good. They are primarily designed to eventually strengthen domestic manufacturing and help create jobs in key sectors as they help domestic businesses by incr...

DogoraSun/iStock Editorial via Getty Images Introduction This may be one of the most important articles I’ve written this month. What started as one of my best years ever has now turned into one of the most challenging ones. The market environment was already tough going into this year, as AI disruption had gone into overdrive, the cyclical economic recovery was extremely fragile, and nobody knew what to make of geopolitical tensions. Well, as it turns out, these tensions became a huge problem as soon as the attack on Iran started. Now, it’s as if someone threw a grenade into a chicken coop, as I wrote the other day, as there are countless ways this can go: The Iran War could end tomorrow, markets would rally, and the growth acceleration thesis would be back on the menu. The war could take months, if not years, causing structural energy and agricultural inflation. Already weak consumers would be hit hard, potentially resulting in a prolonged housing and credit recession. Anything in between is also possible. After all, the war in Iran isn’t an isolated thing. Even before the first rockets were fired, we were dealing with a fragile housing market, horrible consumer sentiment (see below) in many areas, AI disruption headwinds for labor and some credit areas, and other things. University of Michigan That’s why my main risk has now unfolded. In the risk section of most of my articles, I have written that a recession is the biggest risk to a rotation, as obvious as that may sound. In such an environment, capital rotates back into mega-cap stocks with more safety. That has pushed my portfolio performance from 28% YTD gains to 19% YTD gains. While it’s still beating the market by a huge margin, we see that “risk happens fast.” Leo’s Portfolio (Yahoo Finance) Now, in light of all of these developments, in this article, I’ll shed some light on these risks, show you market developments you probably aren’t aware of, and explain my game plan. So, as we have a lot to discuss, le...

Key Points Manufacturers that rely on imported materials may be very affected by tariffs. Some automakers have felt the effect of tariffs strongly. Still, some companies will by minimally affected by tariffs -- of 10%, 15%, or 25%. These 10 stocks could mint the next wave of millionaires › Some presidents love peanuts or jelly beans, and others love hiking in national parks or golfing. Our current resident in the White House, President Donald Trump, loves golfing -- and tariffs. Our Motley Fool Research report on Tariffs and Trade is keeping track of the tariff and trade action from the Trump administration. For example, in February, after the Supreme Court disallowed many of the extreme tariffs he had imposed, he struck back with a global tariff of 10% -- and then followed that with a threat to hike it to 15%. 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 » How tariffs work President Trump has repeatedly stated that foreign countries pay the tariffs, but that's not how it works. A tariff is a tax on an import -- and it's paid by importers, not foreign countries. Not so long ago, the U.S. had a 2.5% tariff on many imported passenger vehicles. So the American importer of a $25,000 vehicle would pay $625 -- which would go to the U.S. Treasury and would likely end up factored into the price the car buyer pays. More recently, the tariff on many imported cars and trucks has been 25%, on top of that 2.5%, and light trucks imported from some countries face a 50% tariff. As you might imagine, this level of tariff, and even 10% and 15% tariffs, forces some decisions and changes. A 25% tariff on a $25,000 imported vehicle would result in a $6,250 tax paid by the importer. If the vehicle cost, say, $40,000, the tariff would amount to $10,000. Thus, carmakers exporting such vehicles may see demand fall off sh...

从“空气币”到“云养币”，从“杀洋盘”到“互助盘”，这些骗局不仅让参与者血本无归，更严重扰乱金融秩序。 “百天回本，三百天翻三倍”“去中心化，绝对安全，永不关网”……在刚刚过去的2025年，这些打着区块链和虚拟货币旗号的资金盘，像幽灵一样在互联网的角落游荡，吞噬着渴望一夜暴富的普通人的积蓄。 尽管国家明令禁止虚拟货币非法金融活动，但改头换面的“资金盘”骗局仍在利用民众对新技术的认知盲区野蛮生长，从“空气币”到“云养币”，从“杀洋盘”到“互助盘”，这些骗局不仅让参与者血本无归，更严重扰乱金融秩序。 李旭反传防骗团队负责人李旭对第一财经记者说，资金盘热衷于挂钩虚拟货币，核心目的在于利用其技术特性和监管空白，实现更隐蔽的欺诈与收割。国家对此已展现出全链条高压打击的坚定决心和有力举措，但彻底根除仍需跨部门协同、技术创新赋能和国际合作的持续推进。 “对于普通百姓而言，唯有不信高息诱惑、不参与非法交易、不泄露个人信息、不心存侥幸幻想，并在关键时刻勇于举报，才能从根本上筑牢防线，守护好自身的财产安全和社会金融秩序的稳定。”他说。 当资金盘披上虚拟货币的外衣 去年年中，百亿资金盘鑫慷嘉崩盘，引发社会对于资金盘的普遍关注。与此同时，还有一个资金盘在社交媒体上疯传，这就是奥拉丁，其表现形式同为“虚拟货币+资金盘”。 奥拉丁打着“全球首个隐私匿名金融生态”的旗号，向投资者承诺高额回报——用户将奥拉丁代币LGNS质押至智能合约，每8小时结算一次收益，并宣称日化收益率达1.2%。 所谓代币质押，指的是在区块链网络中，将持有的加密货币代币锁定一段时间，以支持网络的安全运行和交易验证，从而获得奖励，类似于将钱存入银行赚取利息。 据透露，当时还有人晒出“10万本金三个月变200万”的截图，这种简单粗暴的财富承诺，击中了无数人对快速致富的渴望。而事实上，这些所谓的收益，依赖的是新进资金的兑付。 为了增信，项目方公布了所谓的“CertiK审计报告”，CertiK是全球顶级区块链安全审计机构，但据业内人士表示，并未在官方渠道找到这份报告。另外，奥拉丁还搭建了“蛛网计划”，长达15层传销结构，拉新可获得3%-15%的奖励。 去年以来，多地警示奥拉丁风险，比如，去年8月，“欧潭融媒”微信公众号发布提示，不法分子以“虚拟货币”等名义，通过各种方式，诱骗投资者参与交易炒作“奥拉丁”等虚拟货币，涉嫌非法集资、传销...

格隆汇3月15日｜库尔德斯坦地区高级政府官员：欢迎使用管道出口石油，但前提是必须解除对该地区的美元禁运。

格隆汇3月15日｜据以色列媒体，伊朗导弹残骸击中以色列美国领事官邸大楼。

近70%的人身保险案件涉及“如实告知义务”的厘清与认定。 在人身险纠纷中，投保人是否履行了如实告知义务直接关系着理赔结果。但对大部分不具备保险专业知识的投保人来说，繁杂的合同条款易令人眼花缭乱，若保险公司借此“混淆是非”拒赔，被保险人权益保护将越发困难。 又到一年“3·15”国际消费者权益日，北京金融法院近期在金融街巡回审判点公开开庭审理了一起健康保险合同纠纷二审案件，并围绕“投保人如实告知义务”这一小切口明确了几个关键问题：肿瘤属于亲代可遗传的疾病吗？保险代理人和保险经纪人有何差别？投保人履行如实告知义务的范围如何认定？ 投保前后，“重大肿瘤家族遗传风险”变了？ 先看案件经过：2022年8月，黄女士向某保险公司（下称“M保险公司”）投保重大疾病保险，约定保险金额为50万元，且确诊重疾后豁免后续保费。2025年1月，黄女士被确诊为肺腺癌。黄女士向M保险公司申请理赔被拒，黄女士将其诉至北京朝阳法院。 一审法院依法判决M保险公司向黄女士支付保险金50万元；豁免黄女士后续保费；向黄女士退还保费6454元；保险合同继续有效。M保险公司不服一审判决，上诉至北京金融法院。 那么，保险公司是以何种理由拒赔的？M保险公司辩称，黄女士在投保时故意隐瞒“母亲乳腺癌、卵巢癌，外婆肺癌”的家族肿瘤遗传史，黄女士明知自身存在重大肿瘤家族遗传风险，在投保时却未如实告知，主观上存在故意。因此不同意黄女士全部诉请。 从北京金融法院披露信息来看，二审中有四大问题被重点关注：第一，M保险公司关于“肿瘤家族史”询问内容和方式的有效性；第二，保险销售人员系保险代理人还是经纪人；第三，投保人是否违反如实告知义务；第四，M保险公司拒赔并解除合同是否具有事实及法律依据。 为此，北京金融法院重点明确了该案所涉及的保险合同中的几个重要概念。 首先，所谓投保人如实告知义务，是指保险合同订立时，投保人负有向保险人如实告知被保险人或保险标的重要情况的义务，以使保险人准确判断是否予以承保以及以何种费率承保。根据《保险法》及配套解释的相关规定， 投保人履行如实告知义务的范围限于保险公司明确询问的事项 。 其次，M保险公司在《个人保险电子投保单》中询问的内容是“被保险人是否目前患有或曾经患过遗传性疾病”，而非询问关于肿瘤家族史的情况。同时，保险合同对遗传性疾病的释义中亦未涉及肿瘤家族史的任何表述。“ 不论从医学专业还是普通金融...

格隆汇3月15日｜以色列外长萨尔说，以色列政府不打算在未来几天与黎巴嫩进行直接谈判，也没有向美国通报以方的导弹拦截器库存告急。 以色列《国土报》14日援引消息人士的话称，以色列和黎巴嫩代表预计在未来几天内举行直接会谈。美国新闻网站Semafor则称，以色列已通知华盛顿，指以色列的导弹拦截器库存已告急。 路透称，当被问起上述两则报道时，萨尔表明“针对这两个问题，答案都是否定的”。 另一方面，黎巴嫩媒体和政府星期天(3月15日)称，黎巴嫩南部连夜遭遇空袭，造成至少四人死亡。以军星期天发表声明称，军方继续打击真主党在黎巴嫩各地使用的基础设施，并轰炸了南部卡特拉尼村的“多个真主党发射点”，称真主党正准备从该地发射导弹。

Elequin Capital LP lowered its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 33.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,369 shares of the company's stock after selling 8,210 shares during the period. Palantir Technologies makes up approximately 0.2% of Elequin Capital LP's investment portfolio, making the stock its 23rd largest holding. Elequin Capital LP's holdings in Palantir Technologies were worth $2,986,000 at the end of the most recent quarter. Get Palantir Technologies alerts: Sign Up Several other hedge funds and other institutional investors also recently bought and sold shares of PLTR. Decker Retirement Planning Inc. raised its holdings in shares of Palantir Technologies by 778.7% during the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company's stock worth $11,187,000 after purchasing an additional 54,347 shares during the last quarter. Vanguard Group Inc. boosted its holdings in Palantir Technologies by 3.6% in the second quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock valued at $28,043,432,000 after purchasing an additional 7,194,216 shares during the last quarter. Prentice Wealth Management LLC acquired a new stake in Palantir Technologies during the 3rd quarter worth about $550,000. Watershed Private Wealth LLC grew its position in Palantir Technologies by 75.3% during the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company's stock worth $1,423,000 after purchasing an additional 3,350 shares during the period. Finally, GAM Holding AG raised its stake in shares of Palantir Technologies by 39.0% during the 3rd quarter. GAM Holding AG now owns 13,788 shares of the company's stock valued at $2,515,000 after buying an additional 3,868 shares during the last quarter. Institutional investors and hedge funds own 45.65% of the company's stock. ...

CSM Advisors LLC boosted its holdings in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 45.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 200,049 shares of the wireless technology company's stock after acquiring an additional 62,470 shares during the quarter. Qualcomm accounts for 0.9% of CSM Advisors LLC's portfolio, making the stock its 26th largest position. CSM Advisors LLC's holdings in Qualcomm were worth $33,282,000 as of its most recent SEC filing. Several other hedge funds have also recently added to or reduced their stakes in the business. Westerkirk Capital Inc. bought a new position in Qualcomm in the 2nd quarter valued at about $4,539,000. MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Qualcomm during the 2nd quarter worth about $3,896,000. Inscription Capital LLC raised its position in shares of Qualcomm by 58.1% during the 3rd quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company's stock worth $2,172,000 after buying an additional 4,799 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of Qualcomm by 1.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company's stock worth $167,082,000 after acquiring an additional 16,738 shares during the period. Finally, Simplify Asset Management Inc. acquired a new stake in shares of Qualcomm in the 3rd quarter worth approximately $725,000. Institutional investors own 74.35% of the company's stock. Get Qualcomm alerts: Sign Up Insider Buying and Selling In related news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the completion of the transaction, the executive vice president owned 16,393 shares in the company, ...

据港交所文件：合肥芯碁微电子装备股份有限公司向港交所提交上市申请书。 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。

中国工厂，站在制造业与人工智能的交汇点 今年AWE博览会，人工智能是绝对焦点。 小到一顶头盔，大到一台人形机器人，它们都可能配置了视觉传感装置，在端侧或者云上运行着处理数据的模型。如果一家企业，没能在AWE带来AI产品，说明它已经掉队了。 中国工厂即世界工厂，它站在制造业与人工智能的交汇点。在轰鸣声中，中国工厂正在把芯片植入每一款产品，把AI注入每一条产品线。 AI灌入一切硬件 一项吉尼斯世界纪录在AWE博览会期间诞生了。 它石智航的A1机器人获得“机器人在一小时内装配亚毫米级线束最多次数”吉尼斯世界纪录称号。线束装配是工业场景中典型的精密操作任务，应用于汽车制造、3C电子等领域。 这是一场真正意义上“让机器人干活”的考验，挑战场景也是基于真实工业线束场景完成1:1复刻，它石智航的机器人在60分钟连续作业中，重复完成柔性线束插拔装配任务达百余次。它石智航首席科学家丁文超代表它接受了吉尼斯世界纪录官方认证官所颁发的证书。 在海信展区，该公司首款商业化人形机器人Harley，与街舞爱好者合力完成了一场即兴斗舞。海信还展示了其新推出的智能陪伴机器人。在海信擅长的电视领域，它也将AI植入大屏，用户可以在不收看内容、电视熄屏的情况下与之进行自然语言的对话。 “具身智能正在加速走进家庭。家庭服务覆盖衣食住行娱康伴等多个场景，当前，行业正处在快速成长、快速突破的关键阶段，技术与场景落地的节奏会明显加快。”海信视像科技总裁李炜表示。 新技术不但催生人形机器新物种，也改变传统的两轮出行工具，把后者变得更像一台机器人了。 坦途科技NAVEE在会上发布了覆盖水、陆、空多场景的产品矩阵，包含高性能电动滑板车、智能电动自行车、个人消费级飞行器、智慧房车等。NAVEE此前主要生产电动滑板，在北欧高端滑板车市占率第一。它累计的用户接近7.2亿公里的骑行数据，为AI算法优化提供了基础。 “我们会根据品类和应用场景裁剪模型，算力需求可以降到10TOPS以下。针对特定场景，我们的小模型会控制在万级到亿级。”NAVEE首席技术官王铎对第一财经记者表示。 首驱科技也把AI植入了“大脑”。首驱科技在会上推出了电摩K95C Max，这款产品搭载AI智能驾驶系统。 据首驱科技技术总监杨臣之介绍，该公司以“AI+两轮智能出行”为核心定位。公司的“超级大脑”Skymotor系统，通过集中式架构实现仪表与车身控制的一...

CSM Advisors LLC reduced its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 80.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,317 shares of the enterprise software provider's stock after selling 123,566 shares during the quarter. CSM Advisors LLC's holdings in Oracle were worth $8,524,000 at the end of the most recent quarter. Other large investors have also recently added to or reduced their stakes in the company. Winnow Wealth LLC bought a new position in shares of Oracle in the second quarter valued at $28,000. Kilter Group LLC bought a new stake in shares of Oracle during the 2nd quarter worth $30,000. Darwin Wealth Management LLC boosted its stake in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 65 shares in the last quarter. Mpwm Advisory Solutions LLC grew its holdings in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 50 shares during the last quarter. Finally, Financial Consulate Inc. acquired a new stake in shares of Oracle during the third quarter worth $37,000. 42.44% of the stock is currently owned by institutional investors. Get Oracle alerts: Sign Up Oracle News Summary Here are the key news stories impacting Oracle this week: Insider Buying and Selling In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a legal fi...

格隆汇3月15日｜在伊朗战争重塑全球能源格局之际，韩国航运商人Ga-Hyun Chung凭借一场震惊业界的战前豪赌，正迅速跻身这场危机的最大赢家之列。据媒体3月14日援引十余位业内人士报道，Chung旗下的Sinokor集团在开战前数月内迅速买入或租赁大量超大型原油运输船（VLCC），至2月底控制船队规模约达150艘，相当于彼时全球未受制裁、未被占用VLCC总量的近40%。随着霍尔木兹海峡因战争封闭，Sinokor停泊于波斯湾内的超级油轮日租金飙升至50万美元，较去年同期暴涨近10倍。这场豪赌已在市场留下深刻印记。Sinokor大举扫货期间，全球VLCC一年期租金均价一度突破每日10万美元，创下1988年有记录以来的历史新高。

Donald Trump menaces the world. He’s global public enemy number one. He’s steadily losing the illegal war with Iran he started but cannot stop. His violence-addicted Israeli sidekick, Benjamin Netanyahu, is terrorising Lebanon. And ordinary people everywhere, their security threatened, face a huge economic bill for his reckless folly. Add Trump’s war-making to his daily debasing of democracy, appeasing of Russia, punitive tariffs, climate crisis denial and flouting of international law, and it’s clear this White House travesty has gone on long enough. Americans must put their house in order and act decisively to restrain someone who endangers us all. Trump is a man without a plan. He hasn’t the foggiest what to do next in Iran, deluding himself that he is in control of events. The more the US and Israel batter Tehran and other cities, the more defiant is the odious, unvanquished Islamic regime. US regional bases and Gulf Arab partners are sustaining significant damage from retaliatory strikes. Iran has succeeded in closing (and is now reportedly mining) the strait of Hormuz, which Trump, astonishingly, failed to defend. Rising oil and gas prices are driving a global energy shock that harms international trade, fuels inflation and creates food and medicine shortages. Poorer countries will suffer most. But few will escape the Trump plague. He’s the new Covid. Netanyahu’s worst instincts have free rein as Trump flounders. Unceasing, disproportionate Israeli air attacks are hitting Iranian homes, utilities, banks, cultural heritage sites and mosques. The attacks are said to be counterproductively rallying nationalist support for the regime. In Lebanon, it’s the same criminal story: civilians killed, hundreds of thousands of people displaced, destruction, occupation – all supposedly necessary to smash Hezbollah terror. But this is something worse: it’s state terror. Compare it with unchecked Israeli settler depredations in the West Bank. The “greater Israel” project adva...

卷上加卷 来源：图虫 各位还在为柴米油盐蝇营狗苟的智人同胞们，大概最不喜“AI取代人”之类的话题。 但无论你接不接受，这个趋势都越来越明显了。 据路透社爆料，Meta正在酝酿一轮前所未有的大裁员，裁员比例可能高达公司总人数的20%甚至更多。 20%是什么概念？ 按照Meta在2025年底公布的约79000名员工总数来算，这意味着大约16000名打工人即将喜提“向社会输送人才”的门票。 把这数据带入到当下的环境，属实有些荒诞。 2025年前三季度，Meta营业总收入1410.73亿美元，净利润376.90亿美元，经营活动现金流净额更是高达795.86亿美元。 赚钱能力可以说是很强了。 年景不能说不好，为什么要如此大动干戈？ 01、 疯狂烧钱 原因显而易见，赚钱能力虽然很强，但烧的钱更多。 主要是在AI研发上踩了大坑。 去年夏天，他们原本计划推出Llama 4的最大版本，代号为“Behemoth（庞然大物）”，但因为基准测试结果存在误导性且未达预期，这个项目被直接雪藏。 随后，“超级智能团队”把希望寄托在代号为“Avocado”（牛油果）和“Mango”（芒果）的两个新模型上。 然而，这两个模型在内部测试中再次拉胯，发布时间已经被迫推迟到了2026年5月。 研发受阻，意味着前期投入的数百亿美元算力可能打了水漂。 为了抢救，Meta只好疯狂大撒币。 重金之下，必有勇夫。 据《Business Insider》披露，Meta为“超级智能团队”的顶尖研究人员开出了价值数亿美元（分四年行权）的超级薪酬包；普通AI工程师的薪资和股权激励，也比传统业务线员工高出2倍左右。 同时，据科技媒体《MLQ.ai》报道，Meta还在大肆收购，比如买下了AI智能体社交平台Moltbook，以及豪掷20亿美元收购了中国AI初创公司Manus，甚至还把知名AI大佬Alexandr Wang招募进了超级智能实验室。 今年2月，Meta还和AMD签下5年战略合作，采购最高6GW算力的GPU设备，总金额超600亿美元；同时扩大与英伟达的合作，采购数百万颗Blackwell架构芯片。 ...... 一边是研发翻车带来的巨额资金浪费，另一边是疯狂收购和给顶尖人才开出天价薪酬。 仅2026年一年，Meta的AI相关资本开支就达到了1350亿美元。 而且，为了在AI军备竞赛中不掉队，Meta还定了一个夸张的目标...

格隆汇3月15日｜中信建投研报指出，美伊冲突进入相持阶段，原油价格剧烈波动。中国原油进口多元化，能源结构转型与石油战略储备也将发挥缓冲作用。但在全球风险偏好扰动及国内市场资金面约束下，A股短期可能仍将维持震荡格局。美伊冲突若长期化，可能带来三方面主要影响：1）油价中枢上行，全球通胀升温，美联储降息节奏受扰；2）石油美元体系松动加速，中国有望成为全球资本避风港，人民币资产可能受益；3）或催生中国战略机遇，凭借“煤炭+新能源”的双支柱能源底座，不仅保障自身能源安全，更可能成为全球能源转型的引领者。行业重点关注：煤炭、煤化工、电力设备、公用事业、石油石化、AI产业链等。主题关注：锂电、核电、储能、风电等。

Nvidia (NVDA 1.56%) is known as the king of artificial intelligence (AI), but as the industry migrates from training large language models to inference, will its competitive moat hold up? Over the past week, even more competitive pressures emerged, with a big custom chip announcement from Meta Platforms (META 3.77%) and its chipmaking partner Broadcom (AVGO 4.11%). As more large customers migrate to custom XPU solutions, should Nvidia investors be worried about the competition? Expand NASDAQ : META Meta Platforms Today's Change ( -3.77 %) $ -24.08 Current Price $ 614.10 Key Data Points Market Cap $1.6T Day's Range $ 609.73 - $ 629.13 52wk Range $ 479.80 - $ 796.25 Volume 1.5M Avg Vol 15M Gross Margin 82.00 % Dividend Yield 0.34 % Meta launches four new chips On Wednesday, Meta unveiled four new artificial intelligence chips: The MTIA 300, MTIA 400, MTIA 450, and the MTIA 500. The 300 is optimized for Meta's core ranking & recommendation (R&R) workloads, which were Meta's dominant workload before generative AI. The 400, 450, and 500 are each for different types of inference workloads. The 400 can implement larger generative AI models for traditional R&R applications. The 450 then augments the 400's capabilities by doubling the high-bandwidth memory (HBM) capacity, and the 500 takes the 450's HBM higher by another 50% on top of that. Meta disclosed that while the 300 is in use now, the 400, 450, and 500 will be rolled out beginning in early 2027 for generative AI inference. Meta also elaborated on its chip design strategy, noting it uses a "modular" approach that enables it to iterate on new chip designs every six months, rather than the typical two-year cadence. Meta believes this is a necessity, given the rapid pace of AI evolution today: Rather than placing a bet and waiting for a long period of time, we deliberately take an iterative approach: Each MTIA generation builds on the last, using modular chiplets, incorporating the latest AI workload insights and hardwar...

Key Points Meta Platforms introduced its new AI training and inference chips last week. Meta collaborated with Broadcom in the effort, with Broadcom saying customers are increasingly turning to specialized XPUs for different workloads over GPUs. Should the announcements make Nvidia investors nervous? 10 stocks we like better than Meta Platforms › Nvidia (NASDAQ: NVDA) is known as the king of artificial intelligence (AI), but as the industry migrates from training large language models to inference, will its competitive moat hold up? Over the past week, even more competitive pressures emerged, with a big custom chip announcement from Meta Platforms (NASDAQ: META) and its chipmaking partner Broadcom (NASDAQ: AVGO). 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 » As more large customers migrate to custom XPU solutions, should Nvidia investors be worried about the competition? Meta launches four new chips On Wednesday, Meta unveiled four new artificial intelligence chips: The MTIA 300, MTIA 400, MTIA 450, and the MTIA 500. The 300 is optimized for Meta's core ranking & recommendation (R&R) workloads, which were Meta's dominant workload before generative AI. The 400, 450, and 500 are each for different types of inference workloads. The 400 can implement larger generative AI models for traditional R&R applications. The 450 then augments the 400's capabilities by doubling the high-bandwidth memory (HBM) capacity, and the 500 takes the 450's HBM higher by another 50% on top of that. Meta disclosed that while the 300 is in use now, the 400, 450, and 500 will be rolled out beginning in early 2027 for generative AI inference. Meta also elaborated on its chip design strategy, noting it uses a "modular" approach that enables it to iterate on new chip designs every six months, rather than the typical two-year c...

Source: Bloomberg, 0:00

The iconic Nike (NYSE: NKE) has faced significant challenges over the past five years. The stock is down 11% so far in 2026, but overall has declined more than 50% since 2021. The brand is attempting a turnaround and return to athletic apparel glory, but it won't be easy or quick. The question for investors is: Should you buy Nike now? Let's explore the likelihood of the legendary athletic shoemaker's financial rebound. In the past five years, the S&P 500 has returned approximately 73%. Conversely, Nike, along with its largest competitors Adidas and Under Armour , struggled mightily. Adidas' stock in this same time frame has declined 51%, and Under Armour is down a staggering 65% as of March 10. This decline across major athletic apparel brands speaks more to the struggles of the entire sector as it contends with inflation, tariffs, and greater supply chain disruptions. The industry has also struggled to innovate and compete with niche brands that target specific sports and specializations. Continue reading

据港交所文件：广东华沿机器人股份有限公司通过港交所上市聆讯。 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。

格隆汇3月15日丨招商证券最新研报指出，地缘冲突使市场核心矛盾转向供给安全与战略资源，驱动逻辑从避险切换为再通胀担忧。油价上涨强化通胀预期，压制降息前景，冲击多数资产。短期油价持续上行导致的再通胀交易和美联储降息预期推迟，会对市场风险偏好形成一定影响，使得A股仍以震荡为主，市场结构分化明显，资源品板块相对受益。同时，在PPI回升及转正预期之下，投资者持仓风格可能进一步均衡，向偏价值、涨价顺周期方向漂移。

【热点导读】 聚焦中心推理与智能边缘两大场景，华为拟发布新一代AI数据基础设施 春季旅游热度攀升，4月1-6日国内热门目的地酒店预订同比翻倍增长 布局50个地区！工信部启动2026年度城域“毫秒用算”专项行动 最高限价上浮100%！广东电信重启室外光缆、引入光缆集采 氢能产业迎来政策窗口期，行业或迎来非线性增长拐点 消息称三星已拿下苹果首款折叠手机2000万块面板订单 【主题详情】 聚焦中心推理与智能边缘两大场景，华为拟发布新一代AI数据基础设施 据媒体报道，华为计划于近期发布新一代AI数据基础设施。本次发布将聚焦中心推理与智能边缘两大场景，提供可被AI Agent直接消费的数据，据称将进一步降低企业推理应用门槛。 此新一代AI数据基础设施，有望加速AI Agent走向落地。 东方证券 分析师陈超认为，随着大模型推理规划、工具调用能力的不断突破，Agent对于效率提升将更加明显，规模化落地可期。 公司方面， 拉卡拉 的AI客服智能体，在全年800+万次客户接线服务中实现超70%人工替代；AI风控智能体100%覆盖商户入网审核作业，准确率达85%；贷后管理AI智能体、培训AI智能体等已在银行客户成功落地。 四方精创 近年来一直持续跟踪生成式人工智能的发展，通过Agent开发整合大模型能力，赋能行业客户。公司香港子公司推出为银行和金融机构量身打造的可灵活组合之生成式人工智能代理FINNOSmart Agent。通过使用项目特定知识微调小型语言模型，使FINNOSmart Agent能够安全的本地部署在本地数据中心。 春季旅游热度攀升，4月1-6日国内热门目的地酒店预订同比翻倍增长 据媒体报道，受部分地区推行中小学春假影响，今年的春季旅游市场表现有望好于去年同期。根据去哪儿旅行数据，截至目前，4月1日-6日，国内热门目的地酒店，如宁夏、广西、海南、云南、广东等地，预订较去年同期翻倍增长。 春季出游热度预计从3月中下旬开始逐渐上升，清明假期前后将迎来小高峰，此后热度持续走高，预计在4月中下旬至“五一”假期，随着长线需求集中释放，达到2026春季出游的最高峰。 中银证券 表示，春节假期国内旅游市场无论是出行人次还是花费均创下新高，入境游市场表现极为亮眼，在促服务消费的政策驱动下，文旅产业链的相关公司有望维持高景气度。 公司方面， 黄山旅游 经营范围包括景区业务、索道及缆车业务...

The post Best Energy Stocks by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. The energy stocks sector is made up of companies that are highly involved in activities relating to the production, exploration, refining, or transportation of consumable fuels, such as coal, oil, and gas. These companies often engage in activities relating to constructing or providing drilling equipment or oil rigs and handling energy-related services. This sector includes some of the world’s most well-known and largest companies, such as Exxon Mobil, Marathon Petroleum, Chevron Corp., and ConocoPhillips. Stocks in the energy sector, which are holistically represented by the Vanguard Energy ETF (VDE), has broadly outperformed the market as VDE has provided investors with a return of 93.61% over the past 12 months, above the S&P 500’s total returns of 23.88%. Here are the top traditional stocks with the highest growth, greatest value, strongest momentum, and most searches on Google. Quick Look at the Best Energy Stocks: (:) 0.000 [%] Buy Sell Trade Now Compare Brokers Day’s Range – 52 Week Range – Open Shares 0.00K Vol / Avg. 0.00K/0.00K Mkt Cap 0.00K Outstanding 0.00K Div / Yield /0% Payout Ratio 0.000 Total Float 0.00K (:) 0.000 [%] Buy Sell Trade Now Compare Brokers Day’s Range – 52 Week Range – Open Shares 0.00K Vol / Avg. 0.00K/0.00K Mkt Cap 0.00K Outstanding 0.00K Div / Yield /0% Payout Ratio 0.000 Total Float 0.00K Overview There are 2 basic categories of these stocks you can invest in — renewable and nonrenewable energy stocks. Companies that produce and distribute energy generated from resources of limited availability such as coal, natural gas and oil are categorized as nonrenewable energy stocks. Businesses that generate revenue from the production and distribution of energy from unlimited resources such as solar, wind and hydropower plants are considered clean or renewable energy stocks. Since there is tremendous demand for energy...