格隆汇3月16日｜上周五(3月13日)收涨3.73%的腾讯音乐(TME.US)今日美股盘前续涨1.41%，报14.39美元。消息面上，腾讯音乐将于美东时间3月17日盘前发布财报。此外，杰富瑞发研报指，苹果下调中国App Store佣金率，料有关调整对腾讯音乐及网易云音乐今年盈利的正面影响分别约1%及2%。(格隆汇)

房屋局建議，上調公屋入息及資產限額，在立法會委員會上，不少議員認為限額仍然過低。 房委會每年調整公屋入息及資產限額，以切合社會最新經濟狀況，房屋局向立法會房屋事務委員會提交文件，2026/27年度的公屋入息限額，建議平均上調百分之2.8，當中四人家庭上調至32,020元，預計有約15.5萬戶符合資格。資產限額平均上調百分之1.4。四人家庭限額為60.8萬元。 不過，不少立法會議員都認為，仍未能顧及市民實際生活需要。 九龍中議員楊永杰說：「我當一人(家庭)計算，租劏房都四千元，我每天吃兩個兩餸飯，都要花1.8萬元，我未計交通及其他開支，1.3萬多元，你覺得在香港能生活嗎？」 房屋署署長李佩詩稱：「我們以家庭為單位，每個家庭狀況工作日數、時數，可能不盡相同，所以不能一刀切如何做。」 民建聯香港島東議員植潔鈴指出：「市民很矛盾，又想做好表現加人工，但一加人工就超標，最後一個辭職不做，這個機制不是幫人上流，根本我覺得拉人向下流。」 李佩詩說：「我們整個公屋政策，都希望幫助最需要幫助的人，有些雙職家庭可能真是家庭，兩夫婦再有小孩，對我們來說，這是更需要幫助的一群。」 亦有議員促請當局檢討機制。 工聯會選舉委員會界別議員梁子穎稱：「是否可以按家庭組合，有工作計算一條數，有子女又一條數計，這才能配合社會發展。」 李佩詩表示：「其實都非一成不變，我們適時會有調整，例如我們引入名義工資指數，或利用統計處全年四季數據，計算住屋開支等。」 民建聯香港島西議員陳學鋒指：「隨著未來數年，公屋供應量有比較大增長，會否總體檢討入息限額再放寬，讓更多基層居民能夠入住公屋？」 李佩詩說：「行政長官希望在2026年度，今個年度能將輪候時間降至4.5年，目前仍是5.1年，暫時未看到契機可以大幅放寬，公屋入息及資產限額。」 如限額調整獲房委會通過，「富戶政策」下的入息及資產限額亦會相應調整。

Key Points President Trump's tariffs have coincided with a slowdown in economic growth, and rising oil prices could become another economic headwind. The S&P 500 usually performs poorly during midterm election years; history says the index has a 50-50 chance of dropping at least 19% in 2026. The S&P 500 currently trades at an expensive valuation, meaning the index is susceptible to drawdowns caused by economic headwinds and policy uncertainty. 10 stocks we like better than S&P 500 Index › The S&P 500 (SNPINDEX: ^GSPC) 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 prices have skyrocketed to their highest levels in nearly four years. Midterm election years are fraught with policy uncertainty. The stock market is expensive by historical standards. History says the S&P 500 could decline even further in the remaining months of the year as those situations continue to develop. Here's what investors should know. 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 » President Trump's tariffs have coincided with weakness in the U.S. economy Trump has reshaped the global trade landscape by imposing sweeping tariffs on sector-specific goods and imports from most countries. "We are quickly building the greatest economy in the history of the world," he wrote in January. But that statement runs contrary to the facts. U.S. GDP increased 2.1% last year. Excluding the pandemic in 2020, that ranks as the slowest economic growth since 2016. Furthermore, U.S. employers added 181,000 jobs last year. Exclu...

格隆汇3月16日｜德明利(001309.SZ)今日涨停，股价创历史新高，换手率16.55%，成交额88.49亿元。龙虎榜数据显示，四家机构买入8.82亿元，卖出6.84亿元，净买入1.98亿元；深股通买入4.98亿元，卖出8.28亿元，净卖出3.3亿元；游资“涪陵广场路”位列买二席位，净买入5.22亿元；“南京帮”位列卖四席位，净卖出1.98亿元。上榜席位全天买入22.09亿元，卖出23.53亿元，合计净卖出1.44亿元。(格隆汇)

精品咖啡巨头M Stand，似乎要在做汉堡这件事上，动真格了。 最近不少网友留意到，M Stand在上海、南京、成都多地均有门店在围档中，品牌的手作汉堡店或将在不久后和消费者见面。 △ 图片来源：小红书截图 去年 9月 ， M Stand 在上海开出首家 手作汉堡 Maison概念店，将汉堡作为独立系列引入产品矩阵，到如今 又 在 多个 城市布局新店 ， 这 个精品 咖啡品牌， 似乎 正在向外界释放一个信号：卖汉堡，不是短期试水，而是战略布局。 在 咖啡品牌集体“加餐”三年、多数玩家铩羽而归 的背景下，M Stand为何选择这个时候逆势押注汉堡？胜算又有多大？ 01.“杀入”汉堡赛道，最高定价78元一个 红餐网了解发现，目前M Stand已开设或正在筹备的手作汉堡门店约有4家，除了2025年9月开出的上海M Stand Maison概念店，还包括上海茂名路、成都IFS、南京新街口三家新店。 从小红书网友发布的围挡照片来看，目前仅能看到“Burger by M”字样，尚无法确认三家新店是否会沿用上海Maison概念店的业态与空间布局，但从其在多个城市的门店布局也侧面表明：M Stand在谋划汉堡业务这件事上，是有一定“野心”的。 由已经落地的M Stand Maison概念店可以清晰看到M Stand的汉堡打法： 瞄准中高端市场，用“手作”建立差异化。 △ 图片来源： M Stand官方 在产品方面，M Stand的汉堡系列已从最初的5款扩充至目前的8款，新增了三文鱼汉堡、藤椒炸鸡汉堡和烟熏培根牛肉汉堡三款新品，进一步丰富了产品矩阵。 在定价策略上， M Stand延续了一贯的中高端定位。 目前，彩椒滑蛋汉堡为价格最亲民的选择，售价28元一个；而三文鱼汉堡则以78元一个成为系列中最贵单品。大众点评显示，M Stand Maison概念店的人均消费在52元。 客单价之外，相比于其他西式汉堡连锁品牌，M Stand汉堡的差异化还体现在两个层面。 一是原材料升级。 品牌选用蓝莓、黑虎虾、三文鱼等非传统汉堡食材，在口感组合和视觉呈现上做出精品化探索； 二是制作工艺。 和很多精品汉堡一样，M Stand的汉堡也 主打“手作”概念 ，门店现点现制，强调新鲜和定制感。 △ 图片来源： M Stand官方 不过，M Stand Maison概念店的野心并不止于汉堡。 该店采用了 “日...

比亞迪旗下巴西車廠，接獲阿根廷和墨西哥共10萬輛汽車出口訂單。 外電報道，比亞迪執行副總裁李柯在巴西出席活動時表示，旗下巴西車廠，已接獲和自阿根廷和墨西哥各5萬輛汽車的出口訂單。 比亞迪巴西車廠於去年七月投產，目前年產能達15萬輛，未來將分階段提升至60萬輛。 她又透露，將斥資5,300萬美元，在巴西設立研發中心，預計2028年完工。該中心將重點開展熱帶氣候數據收集工作，為產品本地化適配提供技術支持。

文章提及标的 智飞生物 -- 智飞生物（300122）公告，全资子公司智飞龙科马自主研发的改良型安卡拉痘苗病毒(MVA)猴痘减毒活疫苗获得国家药品监督管理局药物临床试验批准通知书，同意本品在18周岁及以上人群中开展预防猴痘病毒引起的猴痘疾病的临床试验。

港交所將分階段進行上市機制的競爭力檢討，並諮詢市場意見。港交所主席唐家成指，必需有前瞻性視野，推動市場改革，維持本港競爭力。 港交所主席唐家成說：「還記得數年前，曾經有人擔心香港金融中心的地位，有人說是不可投資的，轉眼不足兩年，我們的新股市場上一年已重回全球第一，市場成交額亦多次破紀錄，新的上市改革諮詢文件是一個大改革，全面檢視香港上市機制，繼續做到超前部署，我們會做好把關角色，確保上市公司符合質素，這個引擎至少可以行得快、行得遠，並且維持香港市場在國際上的良好聲譽。」

港交所將分階段進行上市機制的競爭力檢討，並諮詢市場意見。港交所主席唐家成指，必需有前瞻性視野，推動市場改革，維持本港競爭力。 港交所主席唐家成說：「還記得數年前，曾經有人擔心香港金融中心的地位，有人說是不可投資的，轉眼不足兩年，我們的新股市場上一年已重回全球第一，市場成交額亦多次破紀錄，新的上市改革諮詢文件是一個大改革，全面檢視香港上市機制，繼續做到超前部署，我們會做好把關角色，確保上市公司符合質素，這個引擎至少可以行得快、行得遠，並且維持香港市場在國際上的良好聲譽。」

India’s government is focused on ensuring safe passage for six tankers carrying liquefied petroleum gas through the Strait of Hormuz in negotiations with Iran, according to people familiar with the matter. The vessels are carrying a combined 270,000 tons of the cooking fuel, with the government prioritizing them over ships carrying crude oil and liquefied natural gas due to the acute shortage of LPG in the country, said the people, asking not to be named as the discussions aren’t public. India gets about 90% of its LPG imports from the Middle East, and the effective closure of the Strait of Hormuz is hitting restaurants, households and petrochemical producers who use it to make plastics. The latest diplomatic effort comes after New Delhi secured safe transit through the waterway for two tankers carrying a combined 92,000 tons of LPG, enough to meet roughly one day’s demand in the nation of more than 1.4 billion people. The country still has 22 India-flagged vessels stuck in the Persian Gulf, Rajesh Kumar Sinha , special secretary at the shipping ministry, told reporters on Saturday. That includes the six LPG ships, four crude oil tankers and one LNG carrier, he said. Four of the LPG ships were chartered by Bharat Petroleum Corp. Ltd. and one each by Hindustan Petroleum Corp. Ltd. and Indian Oil Corp. , the people said. India’s shipping ministry, IOC, BPCL and HPCL didn’t immediately respond to emails seeking comment. Read More: Crowds Besiege India’s LPG Dealers as War Crimps Supply Beyond those vessels, the Indian government is also trying to get safe passage for the crude and LNG tankers, they said, adding those ships have been chartered by companies including Petronet LNG Ltd. , IOC, HPCL and Reliance Industries Ltd. Hormuz has been effectively shut since shortly after the US and Israel attacked Iran at the end of February. India also takes a large proportion of its crude from the Middle East, but has had some of the pressure taken off by the US’s granting of a w...

sturti/E+ via Getty Images Dear Readers, You can read my previous analysis of TransMedics here for free. Previously, I held no position, but now I do; hence, I'm clearly more bullish. Investment Thesis TransMedics ( TMDX ) is a rapidly growing business. This is both its key risk and its opportunity. The risk here is that the business continues to aggressively invest for future growth so that in 2026, TransMedics will barely be free cash flow breakeven. The opportunity here is that we are now over the crest of its capex cycle. This means that towards the end of 2026 and by early 2027, the business should become stably free cash flow positive. On the other hand, right now, with so much macro uncertainty, investors are very short-term oriented. As a result, businesses that are investing "for future growth" are avoided. However, I argue that readers should try, as much as possible, to think further than the next 6 months. Look ahead 12 months if you want to make profits this year. As succinctly as possible, here's why I'm bullish on TMDX. I see a business that will post accelerating growth rates throughout 2026, combined with a steady climb towards stably free cash flow positive. There's a lot to like here. And yes, on top of that, it's AI-immune. As I said, there's a lot to like, so let's get to it! Investor Sentiment Presently, a lot of macro concerns overhang the markets. This is causing investors to be very short-term oriented. Investors are over-focusing on TMDX's chart and determining that there's no "real" opportunity afoot. I believe that while oil prices remain high for now, it only takes one online post for matters to rapidly de-escalate to a more moderate level. I'm not talking about the long-term fallout of the Iran war, but rather about some measure of peace talks being entertained. With that in mind, allow me to explain why I'm bullish on TransMedics. Why TransMedics? Why Now? TransMedics helps make organ transplants happen more often. Instead of organs be...

Jensen Huang walked onto the GTC stage Monday wearing his trademark leather jacket and carrying, as it turned out, the blueprints for a new kind of monopoly. The Nvidia CEO unveiled the Agent Toolkit , an open-source platform for building autonomous AI agents, and then rattled off the names of the companies that will use it: Adobe , Salesforce , SAP , ServiceNow , Siemens , CrowdStrike , Atlassian , Cadence , Synopsys , IQVIA , Palantir , Box , Cohesity , Dassault Systèmes , Red Hat , Cisco and Amdocs . Seventeen enterprise software companies, touching virtually every industry and every Fortune 500 corporation, all agreeing to build their next generation of AI products on a shared foundation that Nvidia designed, Nvidia optimizes and Nvidia maintains. The toolkit provides the models, the runtime, the security framework and the optimization libraries that AI agents need to operate autonomously inside organizations — resolving customer service tickets, designing semiconductors, managing clinical trials, orchestrating marketing campaigns. Each component is open source. Each is optimized for Nvidia hardware. The combination means that as AI agents proliferate across the corporate world, they will generate demand for Nvidia GPUs not because companies choose to buy them but because the software they depend on was engineered to require them. "The enterprise software industry will evolve into specialized agentic platforms," Huang told the crowd, "and the IT industry is on the brink of its next great expansion." What he left unsaid is that Nvidia has just positioned itself as the tollbooth at the entrance to that expansion — open to all, owned by one. Inside Nvidia's Agent Toolkit: the software stack designed to power every corporate AI worker To grasp the significance of Monday's announcements, it helps to understand the problem Nvidia is solving. Building an enterprise AI agent today is an exercise in frustration. A company that wants to deploy an autonomous system — one t...

抖音集团在深圳成立新信息技术公司 2026-03-16 16:29:33 来源： 同花顺7x24快讯 分享 天眼查工商信息显示，3月16日，深圳云启智合信息技术有限公司成立，法定代表人为张忠义，注册资本1000万人民币，经营范围包括技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广、接受金融机构委托从事信息技术和流程外包服务、广告制作、数据处理和存储支持服务等。股东信息显示，该公司由抖音集团旗下深圳星罗拾光科技有限公司全资持股。(南方财经)

格隆汇3月16日｜锋龙股份今日跌停，成交额18.36亿元，换手率12.03%，盘后龙虎榜数据显示，1家机构专用席位净买入1060.77万元，有3家机构专用席位净卖出1.04亿元。

文章提及标的 中科微至 -- 中科微至（688211）公告，本次将注销回购专用证券账户中的51.58万股已回购股份，占注销前公司总股本1.32亿股的比例为0.39%。本次注销完成后，公司总股本将由1.32亿股变更为1.31亿股。

财联社3月16日讯（编辑胡家荣） 港股三大指数今日全线走高。截至收盘，恒生指数涨1.45%，报收25834.02点；科技指数涨2.69%，报收5111.78点；国企指数涨1.67%，报收8816.32点。 注：恒生指数的表现 注：科技指数的表现 其中，恒生科技指数表现最为突出，单日涨幅一度达2.96%，显著跑赢其他主要指数。 市场动向：中东资本或重新配置港股市场 综合多家报道，业内人士指出，近期有中东客户查询关于投资港股市场，以至在中国香港设立家族办公室等事宜。 另有熟悉资本市场的人士表示，早年已迁往新加坡或迪拜的中东投资者，现时正考虑把部分业务或资产重新配置到中国香港。 今日市场 在港股三大指数集体走强的背景下，存储芯片、新式茶饮、新能源汽车及AI应用等个股块强势领涨；与此同时，黄金、有色金属、能源等传统避险个股则普遍回调，市场风险偏好显著回升。 机构预计存储行业景气度有望持续提升 兆易创新涨超18% 截至收盘，兆易创新(03986.HK)涨18.41%、澜起科技(06809.HK)涨7.98%。 市场研究机构Counterpoint Research报告显示，受供需持续失衡影响，全球DRAM及NAND闪存价格在农历新年前后大幅上涨，多款产品价格环比涨幅超130%。机构预测，供应短缺局面将至少持续至2027年下半年，存储板块景气度有望持续提升。 茶饮股多数走强 茶百道表现居前 截至收盘，茶百道(02555.HK)涨6.39%、蜜雪集团(02097.HK)涨5.40%、古茗(01364.HK)涨5.02%。 茶百道涨幅居前，该公司预计2025年度经调整净利润达7.92亿-8.52亿元，同比增长22.79%-32.09%；净利润预计7.80亿-8.40亿元，同比增长62.50%-75.00%，业绩增长动能强劲。 2月新能源渗透率环比回升 比亚迪股份涨近8% 截至收盘，比亚迪股份(01211.HK)涨7.80%、蔚来-SW(09866)涨5%、理想汽车-W(02015.HK)涨2.95%。 交银国际分析指出，受2026年新能源车税收补贴调整后恢复期影响，叠加春节假期因素，2月全国乘用车零售量103.4万辆，同比下降25.4%。但新能源渗透率环比回升至44.9%，出口延续强劲势头，新能源出口占比接近50%。机构预计，伴随4月北京车展及新车上市，市场景气度将逐步回暖。 AI...

格隆汇3月16日｜日本正探讨恢复国产液化天然气（LNG）运输船。据悉，日本国内自从2019年以后再未建造LNG运输船。目前出现了今治造船利用大岛造船所部分生产基地的方案。成为恢复建造候选基地的是香烧工厂，该厂原本是三菱重工业公司的LNG运输船基地。

3月13日上午，美团开了场管理层沟通会。外界更关注的，是王兴讲话里那些容易传播的素材：去登味、直接叫王兴、还有他对AI的看法。但这些东西对理解美团当下的商业处境帮助不大。 真正值得注意的，是王兴在会上唯一具体展开谈的业务，巴西外卖市场。 他的表述很克制。 公司对国际化仍有坚定信心和决心，但不代表各个业务都要同步展开；巴西市场长远看有巨大价值，但不应盲目扩张，要先把模型打磨清楚，再考虑继续铺开。 之前美团关闭优选业务，虽然让人遗憾，但这件事相对容易理解。 优选终究算不上美团真正的核心业务，和到店、到家之间的协同也比较有限，更像是当年被社区团购风潮裹挟着下场的大规模试验。投入上千亿当然肉疼，但及时退出，逻辑上说得通。 国际业务就完全是另一回事了。 站在今天往后看，美团在国内面临的竞争只会越来越严峻。阿里没有收手的意思，抖音也在继续往独立的交易场景摸。美团如果想从这场高烈度消耗战里抽身，国际业务原本几乎是绕不过去的一条路。 放掉优选，更多是在清理一块本就不那么核心、投入产出存疑、胜算也不够清晰的业务。 放缓巴西，付出的代价和潜在的机会成本要大得多。 对于美团而言，国际化依然重要，甚至更加重要了。 但像他自己讲的，资源已经紧到没法再像过去那样，把所有战线一起往前推。 市场对美团的认知调整还没结束 过去一年，美团股价跌了一半。如果把走势拆开看，大致可以分成三个阶段。 第一阶段，是外卖大战开始到8月底。 这是主要的估值下跌期，美团股价从一百七八一路跌到一百左右。这个阶段，市场其实在集中消化一个问题：美团到底有没有护城河？ 过去很多年，这个问题几乎不需要认真讨论。可去年阿里进一步加码投入，大打七伤拳，单量和份额数据也陆续出来。于是市场在这个问题上的均衡，开始一点点朝不利于美团的方向移动。 第二阶段，是九月到年底。 这几个月里，美团股价基本横盘在100港币左右。 横盘并不意味着问题解决了，而是市场暂时接受了一个新的僵局。 阿里虽然有无限开火权，但进一步扩大战果也非常困难。 淘闪通过补贴提高订单密度，提升了履约效率；但摇摆用户基本已经开发完毕，后面的任务重心变成了维持单量规模，同时靠精细化运营去争夺美团的高客单份额。 第三阶段，是今年初到现在，美团又进入了新的下跌周期。 这个阶段很难用表面上更热闹的因素解释。 春节的AI大战美团缺席了？显然不是，市场暂时也没指望美团能在AI方面有啥作...

Mainland China’s first-tier new home prices were unchanged month on month in February, ending a nine-month decline, while the year-on-year decline continued to widen from tier one to tier three cities, and analysts said it would be important to watch whether the month-on-month stabilisation can be sustained. New home prices in first-tier cities were flat in February from January – Beijing and Shanghai each rose 0.2 per cent, Guangzhou was unchanged and Shenzhen slipped 0.3 per cent, according to data released by the National Bureau of Statistics (NBS) on Monday. Among the 70 large and medium-sized cities nationwide, new home prices increased month on month in 10 cities and were unchanged in seven, the NBS said. Advertisement “In our view, elevated supply continues to impede the recovery of China’s property market,” said Edward Chan, a Greater China property analyst at S&P Global Ratings. “Nationwide policies to control new supply and convert existing excess supply into affordable housing will be key to stabilising the market.” On a yearly basis, new home prices in the four tier-one cities fell 2.2 per cent year on year, 0.1 percentage point steeper than the previous month. Advertisement Shanghai was the only tier-one city to record annual growth in new home prices, rising 4.2 per cent. Beijing, Guangzhou and Shenzhen saw declines of 2.3 per cent, 5.1 per cent and 5.5 per cent, respectively, with the pace of falls accelerating in Shenzhen.

格隆汇3月16日｜德明利今日涨10.00%，逼近涨停，成交额88.49亿元，换手率16.55%，盘后龙虎榜数据显示，深股通专用席位买入4.98亿元并卖出8.28亿元，2家机构专用席位净买入5.72亿元，有2家机构专用席位净卖出3.74亿元。方正证券重庆金开大道证券营业部净买入5.22亿元。

《港股》恒指收漲368點 比亞迪及寧德時代漲近8% AASTOCKS.com

《港股》恒指收漲368點 比亞迪及寧德時代漲近8% aastocks.com

Nomura Holdings Inc. is pushing deeper into bullion trading amid a wave of investor interest, with former Standard Chartered Plc precious metals trader Aleksander Ganchev joining to lead its efforts. It’s the first in a series of hires the firm plans to make in the coming months, David Leigh , head of foreign exchange and emerging markets at Nomura, said in an interview. The Japanese bank’s currency trading desk has been active in gold options trading for over two decades, and is now looking to start trading gold and silver futures, possibly followed by silver options at a later date. Gold ’s multiyear rally has smashed records and drawn significant investor interest, from hedge funds to central banks. Nomura is the latest in a number of banks — including Societe Generale SA and Deutsche Bank AG — seeking to meet that need by expanding their precious metals offerings. “There’s been a huge broadening of interest in precious metals,” said Leigh, who joined from Deutsche Bank in 2024. “We have a lot of clients today that are dealing in precious metals. It’s natural for us to look at expanding what we offer in response to that.” While hundreds of billions of dollars of gold change hands every week in the main hub of London — where Ganchev will be based — it’s dominated by a relatively small number of banks and market makers. Many traders and analysts say that the market is now showing signs of being strained, as rising prices and volatility pressure credit limits between market participants, reducing liquidity. Gold prices have more than doubled over the past two years, surging to an all-time high of almost $5,600 an ounce in late January. For clients who wish to trade the same volume of metal as they did before, it requires “obviously a lot more dollars now than it did two years ago,” Leigh said. Risk appetite at market makers doesn’t grow linearly with price, he said, and that need for capacity is an opportunity for the bank. Demand for gold has been supported by pers...

文章提及标的 锋龙股份 -- 锋龙股份（002931）今日跌停，成交额18.36亿元，换手率12.03%，盘后龙虎榜数据显示，1家机构专用席位净买入1060.77万元，有3家机构专用席位净卖出1.04亿元。

格隆汇3月16日｜印度贸易部长：本月已增加俄罗斯石油采购。

The Federal Reserve's interest-rate decision dominates this week's calendar. Investors will also closely monitor February’s producer-price index for inflation signals, alongside a corporate earnings slate featuring Micron, Lululemon and FedEx.

文章提及标的 方正证券 -- 德明利 -- 深股通 -- 德明利（001309）今日涨10.00%，成交额88.49亿元，换手率16.55%，盘后龙虎榜数据显示，深股通（885694）专用席位买入4.98亿元并卖出8.28亿元，2家机构专用席位净买入5.72亿元，有2家机构专用席位净卖出3.74亿元。方正证券（601901）重庆金开大道证券营业部净买入5.22亿元。

分析师及生产商表示，由于供应受限，叠加与人工智能相关的需求不断增长，市场持续收紧，铂族金属（PGMs）中的稀有金属 钌 价格飙升至历史新高。 钌广泛应用于电子、半导体及化工加工领域，在人工智能驱动的数据存储与云计算领域需求持续上升。数据中心容量扩张带动了硬盘驱动器（HDD）产量增长，而钌正是硬盘磁层的关键材料。 路孚特（LSEG）援引庄信万丰（Johnson Matthey）基准价格数据显示，3 月 13 日钌价约为 每盎司 1，750 美元 ，而一年前仅为每盎司 560 美元。 MKS PAMP 研究与金属策略主管 Nicky Shiels 表示：“钌正成为‘人工智能建设浪潮的贵金属风向标’，投资者很可能也在加大持仓。” 金属聚焦（Metals Focus）铂族金属部门主管 Wilma Swarts 预测，2026 年钌市场将出现 20.3 万盎司的供应缺口 。 供应存在结构性限制，因为钌仅作为铂族金属开采的副产品产出，主要产自南非。 南非统计局数据显示，2025 年 1 月南非铂族金属产量同比下降 3.8%。 诺萨姆铂金（Northam Platinum）表示，过去 20 年新矿投资有限，南非铂族金属产量已连续多年下滑。 责任编辑：郭明煜

European stocks rose after a key UAE oil hub resumed operations, easing concerns about disruptions to energy flows. The Stoxx Europe 600 Index was up 0.4% by the close in London, after falling as much as 0.5% in earlier trading. Brent crude erased gains to trade around $ 102 a barrel as the UAE oil terminal of Fujairah restarted after being halted due to a drone strike. The International Energy Agency’s Executive Director Fatih Birol also said the authority could release more stockpiles if needed. The region’s stocks rebounded slightly after posting their first back-to-back weekly declines this year amid concerns the war in the Middle East may last longer than anticipated. President Donald Trump raised pressure on nations to help reopen the Strait of Hormuz and said the US was talking to Iran. “I think Trump is already under severe pressure to resolve the issue quickly,” said Stephan Kemper , chief investment strategist at BNP Paribas Wealth Management. He added that missiles, markets and midterms are the three factors pushing for the Iran campaign to be short-lived. In individual stocks, UniCredit SpA erased earlier losses to trade 0.5% higher after it made a €35 billion ($40 billion) bid for the German lender Commerzbank AG. GN Store Nord AS surged 21% as the firm agreed to sell its hearing aid business for 17 billion Danish kroner ($2.6 billion) to Italy’s Amplifon SpA. For more on equity markets: Policy Put Hopes Prevent Markets From Selling Off: Taking Stock M&A Watch Europe: Commerzbank, CAB Payments, Auroora Group US Stock Futures Little Changed You want more news on this market? Click here for a curated First Word channel of actionable news from Bloomberg and select sources. It can be customized to your preferences by clicking into Actions on the toolbar or hitting the HELP key for assistance. To subscribe to a daily list of European analyst rating changes, click here .

据报道，日本正探讨恢复国产液化天然气（885430）(LNG)运输船。据悉，日本国内自从2019年以后再未建造LNG运输船。目前出现了今治造船利用大岛造船所部分生产基地的方案。成为恢复建造候选基地的是香烧工厂，该厂原本是三菱重工业公司的LNG运输船基地。(界面新闻)