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瑞银:伊朗冲突游资倾向先回本土避险 但料今年中国股票跑赢全球5%

财新 📅 03/16 16:18
机构投资人中长期对中国资产取态正面 【财新网】 伊朗冲突持续,美元指数重新升破100整数关。瑞银全球金融市场部中国主管房东明3月16日对财新称,地缘冲突等突发事件后,资金倾向于先冲入避险资产,美元作为全球储备货币,故获得资金流入;不过自2026年以来与包括美国、加拿大等头部机构投资者交流发现,投资人中长期对中国资产取态十分正面,对香港关注度大幅提高。 房东明还指出,2026年看好中国股票将跑赢全球...

Churchill Downs: A 150-Year-Old Cash Machine Trading At A Discount

Seeking Alpha 📅 03/16 16:18
CRobertson/iStock Editorial via Getty Images I am not American, and I know very little about horse racing. Because of that, I basically didn't know what the Kentucky Derby was, and what I did know was quite superficial. So, when I started the analysis of Churchill Downs Incorporated ( CHDN ) (which I will occasionally call CDI throughout the article), I first tried to understand the company’s asse...

港股收评:指数反攻!科技股助推,科指大涨2.69%,半导体股、汽车股强势

格隆汇 📅 03/16 16:17 1810.HK9988.HK3690.HK
格隆汇3月16日|大空头唱多+中东资金或存避险需求,港股大反攻!恒生科技指数一度大涨至3%,最终收涨2.69%重回5100点上方,恒生指数、国企指数分别上涨1.45%及1.67%。 具体盘面上,权重科技股带领大市持续回暖,尤其是小米大涨5.6%表现抢眼,美团涨超3%,京东、腾讯、阿里巴巴均涨超1%以上;消息称联电、世界先进、力积电等晶圆代工厂涨价,半导体股拉升明显,兆易创新飙涨超18%再度逼近历史...

Standard Life plc reports FY results; says firmly on track to deliver all 2026 financial targets

Seeking Alpha 📅 03/16 16:17
Standard Life press release ( PNXGF ): FY 23% IFRS adjusted operating profit growth in our capital-light fee-based business to £389m driven by 7% growth in average assets under administration (‘AUA’) to £204.6bn (FY 2024: £191.5bn) and cost efficiencies driving a 2bps margin improvement to 19bps (FY 2024: 17bps). 13% Operating Cash Generation1 (‘OCG’) growth to £396m (FY 2024: £350m). Workplace ne...

风向变了!中东资金“跑步进场”,港股反弹号角吹响?

格隆汇 📅 03/16 16:16
全球估值洼地 亚太市场持续疲弱之际,港股开启反弹行情。 周一,日本股市低迷,A股延续震荡, 港股则低开高走。 截至发稿,恒科指现涨超2%,恒指、国指涨超1%。 盘面上,科技股集体上涨,存储、锂电池概念表现强势,黄金及贵金属、油气设备股则大幅回调。 中东资金“跑步进场”? 美以 伊冲突 进入第三周,战况依然焦灼。 特朗普眼下正威胁施压北约盟友们,要求其协助 霍尔木兹海峡 通航。 不过法国、德国、澳大...

美股异动丨美光科技盘前涨3.5%,获RBC大幅上调目标价

格隆汇 📅 03/16 16:16 MU.O
格隆汇3月16日|美光科技(MU.US)盘前涨3.5%,报441.4美元。消息面上,加拿大皇家银行(RBC)将美光科技(MU.US)目标价从425美元上调至525美元。

Price Shock Lifts Europe’s Oil and Gas Stocks, Renewables Lag

Bloomberg 📅 03/16 16:15
The war in the Middle East is causing unprecedented turmoil in oil markets, supercharging shares in European energy companies that are expected to benefit from higher prices while turning other stocks into laggards. While much depends on how the Iran conflict develops, investors have so far flocked to companies that are in a position to capitalize on higher refining margins and product prices in E...

Better Utility Stock: Constellation Energy vs. NextEra Energy

Yahoo 📅 03/16 16:15 NVDA.OGOOG.OMETA.O
Investors are locking in on the utility sector, seeing it as a once-in-a-generation growth opportunity driven by surging electricity demand. The data centers that power modern artificial intelligence (AI) algorithms are a significant source of growing energy demand in the coming years. As a result, utility providers with substantial assets have become attractive stocks to play the AI energy boom. ...

A Once-in-a-Decade Investment Opportunity: The Best Artificial Intelligence (AI) Stock to Buy in March

The Motley Fool 📅 03/16 16:15 MSFT.ONVDA.OMETA.O
Since OpenAI commercially launched ChatGPT on Nov. 30, 2022, shares of semiconductor stock Nvidia (NVDA 1.56%) have risen 977%. This spectacular rise propelled Nvidia's market cap well north of $4 trillion -- making it the most valuable company in the world. While Nvidia's gains throughout the artificial intelligence (AI) revolution have been historic, smart investors understand that the company's...

Where The Super Rich Reside

Zero Hedge 📅 03/16 16:15
Where The Super Rich Reside According to the Forbes World's Billionaires List of 2026 , many of the world's richest people are citizens of the United States . As Statista's Katharina Buchholz shows in the following chart, the country counted 989 billionaires per the list's last release Tuesday. This is far ahead of the second-ranked country, China (with 610) and third-placed India with 229. You wi...

Better Utility Stock: Constellation Energy vs. NextEra Energy

Nasdaq 📅 03/16 16:15 MSFT.ONVDA.OGOOG.O
Key Points Constellation Energy and NextEra Energy are two major utilities with different risk profiles. Constellation operates as an independent power producer, providing higher earnings potential but also greater volatility. NextEra is a regulated utility, and its stable model provides investors with predictable income. 10 stocks we like better than Constellation Energy › Investors are locking i...

Data Storage to Data Intelligence: Everpure's Big AI Era Rebrand

Marketbeat 📅 03/16 16:15
Pure Storage is now Everpure. The name change is more than just a rebrand; it's a signal to the market of how the firm is positioning itself as AI progresses.

Icahn Enterprises: Dividend Exceeds Dilution Risk

Seeking Alpha 📅 03/16 16:14
Neilson Barnard/Getty Images Entertainment Icahn Enterprises Summary & Buy Thesis Icahn Enterprises ( IEP ) is a diversified holding company owning subsidiaries across the investment, energy, automotive, food packaging, real estate, home fashion, and pharma industries. Founded and operated by the infamous billionaire Carl Icahn, IE seeks to find undervalued companies in the Graham & Dodd tradition...

Alibaba plans to launch enterprise-focused AI agent as soon as this week - report

Seeking Alpha 📅 03/16 16:14 9988.HK
Robert Way China's Alibaba Group ( BABA ) is set to launch an agentic AI service tailored for enterprise as soon as this week, Bloomberg reported, citing people familiar with the matter. The enterprise-focused AI agent product aims to help companies deploy task-performing assistants amid China's surging interest in AI agents like OpenClaw. The tool, built on Alibaba's ( BABA ) Qwen model, aims to ...

第二艘国产大型邮轮“爱达·花城号”计划3月20日出坞

同花顺 📅 03/16 16:14
第二艘国产大型邮轮“爱达.花城号”计划于3月20日在上海出坞。“爱达.花城号”邮轮总吨位达到14.19万吨。与首艘国产大型邮轮“爱达.魔都号”相比,“爱达.花城号”邮轮在设计和建造上进行了诸多改进。“爱达.花城号”比“爱达.魔都号”长了17.4米,公共区域面积更大,舒适度更高。根据计划,“爱达.花城号”邮轮将于今年5月底出海(885840)试航,预计年底前正式交付。(澎湃新闻)

EU Debates Taming Energy Costs as Iran War Threatens Supply

Bloomberg 📅 03/16 16:14
The European Union is considering measures from carbon market changes to cutting energy taxes to curb prices boosted by the Middle East conflict, as concerns mount over their economic impact and increasing risks to supplies. European Commission President Ursula von der Leyen outlined on Monday options to lower power costs in a letter to the heads of government before their March 19 gathering. Her ...

冲泡奶茶要被年轻人抛弃?

36kr 📅 03/16 16:14
初代奶茶大王,不想被时代抛弃。 超市货架尽头,几排冲泡奶茶安安静静地立在那里,像一群等不到人的老熟人。几米开外的奶茶店门前却人来人往,隔几分钟就有骑手推门而入,拎走一杯杯现制饮品。 这一幕,正在无数城市的角落里上演。 当新茶饮越开越多,喝奶茶变得越来越方便,冲泡奶茶被遗忘的速度,已比它当年走红的速度还要快。 靠冲泡奶茶起家的老玩家们,日子自然不好过。哪怕是曾经火遍全国,“一年卖出杯子连起来可绕地球...

欧盟对涉华铜管发起反倾销调查

格隆汇 📅 03/16 16:14
格隆汇3月16日|2026年3月12日,欧盟委员会发布公告称,应欧盟行业协会the EU Copper Tubes Defence Committee于2026年1月26日提出的申请,对原产于中国、墨西哥、越南和乌兹别克斯坦的铜管(Copper Tubes)发起反倾销调查。涉案产品的欧盟CN(Combined Nomenclature)编码为74111090(TARIC编码为7411109010)...

Sunway’s $2.8 Billion Bid at Risk as IJM Board Urges Rejection

Bloomberg 📅 03/16 16:13
Malaysian construction giant Sunway Bhd. ’s 11 billion ringgit ($2.8 billion) takeover bid for IJM Corp Bhd. faces growing uncertainty after the target’s board and an independent adviser urged shareholders to reject the offer, citing valuation concerns. Analysts are divided on how investors should respond. IJM’s board backed an assessment by independent adviser M&A Securities, saying in a circular...

格隆汇3月16日|布伦特原油日内涨超2.00%,现报102.93美元/桶;WTI原油日内涨1.39%,报100.68美元/桶。

格隆汇 📅 03/16 16:13
格隆汇3月16日|布伦特原油日内涨超2.00%,现报102.93美元/桶;WTI原油日内涨1.39%,报100.68美元/桶。

万华化学:2025年净利125.27亿元 同比下降3.88%

格隆汇 📅 03/16 16:13
格隆汇3月16日|万华化学(600309.SH)发布业绩快报,2025年实现营业收入2032.35亿元,同比增长11.62%;归属于上市公司股东的净利润125.27亿元,同比下降3.88%。报告期内,公司深入贯彻“变革年”管理主题,以变革应对全球不确定性挑战,持续加大研发创新投入,深化行业整合与应用开发,多套新装置顺利投产,同时积极拓展全球市场空间,提升海外本土交付和技术服务能力,扩大全球品牌影响...

告诉顾客"新鲜现做"没用,聪明的餐厅都在做这件事

36kr 📅 03/16 16:13
新鲜不如现做,现做不如在你眼前做。 本文由红餐网(ID:hongcan18)原创首发,作者:柯愉乐;编辑:方圆。 “长保不如短保,短保不如新鲜,新鲜不如现做,现做不如在你眼前做。” 合众合创始人姚哲的这句话,点出了当下餐饮行业“新鲜叙事”的终极方向——不是你做到了,而是顾客亲眼看见了,甚至亲身参与了。 但在实际经营中,大多数餐饮老板对于“新鲜”的投入,还停留在第一步:告诉顾客我很新鲜,在菜单上标注...

报告:2026年2月中国游戏市场实际销售收入332.31亿元 同比增长18.96%

格隆汇 📅 03/16 16:12
格隆汇3月16日|伽马数据发布《2026年2月中国游戏产业月度报告》,2026年2月,中国国内游戏市场实际销售收入为332.31亿元,环比增长2.35%,同比增长18.96%。其中,中国移动游戏市场实际销售收入227.29亿元,环比增长0.48%,同比增长9.05%;中国客户端游戏市场实际销售收入88.70亿元,环比增长7.70%,同比增长56.75%。中国自主研发游戏海外市场实际销售收入21.1...

南网储能:投资建设广东新丰抽水蓄能电站,动态总投资额约73.79亿元

同花顺 📅 03/16 16:12
文章提及标的 南网储能 -- 抽水蓄能 -- 储能 -- 南网储能(600995)公告,公司投资建设广东新丰抽水蓄能(885935)电站,动态总投资额约73.79亿元,其中项目资本金20%,银行贷款80%。该投资事项尚需提交公司股东会审议。

Will the Stock Market Crash Under President Trump in 2026? History Says Investors Have Reason to Worry.

The Motley Fool 📅 03/16 16:12
The S&P 500 (^GSPC 0.61%) is widely regarded as the best benchmark for the U.S. stock market because it covers about 80% of domestic equities by market value. The index is currently 5% below its record high after falling in three straight weeks. Several factors have contributed to the drawdown: President Trump's tariffs have coincided with weak gross domestic product (GDP) and jobs growth. Oil pri...

OCI Global reports FY results

Seeking Alpha 📅 03/16 16:11
OCI Global press release ( OCINF ): FY reported FY 2025 Total Operations (Continuing and Discontinued Operations) revenue of USD 1,605 million compared to USD 4,084 million in FY 2024. FY 2025 Total Operations adjusted EBITDA of USD 122 million compared to USD 826 million in FY 2024. OCI reported FY 2025 Continuing Operations (European Nitrogen1 and Corporate Entities segments) revenue of USD 1,08...

Berenberg upgrades Ecolab stock rating on pricing power

Investing 📅 03/16 16:11

佛山一涉宅用地6.4亿元底价成交

格隆汇 📅 03/16 16:11
格隆汇3月16日|佛山1宗千灯湖核心涉宅用地出让,土地出让面积72518.75㎡,规划建筑面积143500㎡,容积率1.98,起始价6.4亿元,起始楼面价4460元/㎡。最终,南海联达、新华昌投资集团、桂城投资发展联合体以6.4亿元底价竞得该地块,成交楼面价4460元/㎡。

A股收评:创业板指涨1.41%!存储芯片大爆发,贵金属板块重挫

格隆汇 📅 03/16 16:11
超2800股上涨 3月16日,A股三大指数早盘下挫,午后探底回升;截至收盘,沪指跌0.26%报4084点,深证成指涨0.19%,创业板指涨1.41%。全市场成交额2.34万亿元,较前一交易日缩量774亿元,超2800股上涨。 盘面上,农业、粮食概念走高,农发种业涨停;航运港口板块拉升,招商南油涨停;存储芯片板块走强,金太阳、朗科科技等多股涨停;转基因、元件及白酒等板块涨幅居前。另外,化肥板块下挫,...

OCI Unit Sells 3.33 Mln Methanex Shares For About $172.6 Mln

Nasdaq 📅 03/16 16:11
(RTTNews) - OCI N.V. (OCI.AS, OCINF), a producer and distributor of natural gas-based fertilizers and industrial chemicals, said Monday that its wholly owned subsidiary, OCI Chemicals B.V., sold 3,331,346 common shares of Methanex Corp. (MX.TO, MEOH), representing about 4.3% of the company's outstanding shares. The shares were sold at $51.80 apiece through a block trade on March 13, generating net...
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