Clark Capital Management Group Inc. boosted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 13.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,681 shares of the electric vehicle producer's stock after acquiring an additional 4,800 shares during the quarter. Clark Capital Management Group Inc.'s holdings in Tesla were worth $17,647,000 at the end of the most recent reporting period. Get Tesla alerts: Sign Up Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in shares of Tesla by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock valued at $112,241,237,000 after purchasing an additional 995,623 shares during the last quarter. Capital World Investors grew its holdings in shares of Tesla by 5.8% during the 3rd quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after purchasing an additional 2,403,019 shares during the last quarter. Norges Bank acquired a new position in Tesla during the 2nd quarter worth approximately $11,839,824,000. Legal & General Group Plc increased its position in Tesla by 5.9% during the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after purchasing an additional 1,134,678 shares in the last quarter. Finally, Amundi lifted its stake in Tesla by 20.4% in the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock valued at $6,374,284,000 after purchasing an additional 3,422,270 shares during the last quarter. 66.20% of the stock is currently owned by institutional investors. Wall Street Analysts Forecast Growth A number of analysts have weighed in on the stock. China Renaissance boosted their target...

泰国将于3月19日举行总理选举 2026-03-16 17:39:09 来源： 同花顺7x24快讯 分享 总台记者获悉，当地时间3月16日下午，泰国国会主席宣布将于3月19日举行总理选举。(央视新闻)

South Africa is seeking alternate suppliers of fuel as disruptions to imports from the Middle East pose the biggest threat to the nation from the war on Iran. President Cyril Ramaphosa ’s government is in talks to find more supply options after the conflict reduced traffic from the critical Strait of Hormuz to a trickle, Minister of Mineral and Petroleum Resources Gwede Mantashe said at a conference in Cape Town on Monday. “For refined products we rely on the Middle East,” he said, adding that disruption to fuel shipments are the “biggest threat” to the country. South Africa has lost half its refining capacity in the past few years as plants closed because of accidents and a lack of investment. Oman, Bahrain and United Arab Emirates are among South Africa’s top diesel suppliers as its share of imports grows. Mantashe reiterated an earlier warning by the department that regulated prices will surge at the end of the month.

While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors. Just because a company is in the Dow Jones doesn’t mean it’s a great investment, and StockStory is here to help you separate winners from laggards. Keeping that in mind, here are two Dow Jones stocks that could be good additions to your portfolio and one that may face some trouble. One Stock to Sell: Caterpillar (CAT) Market Cap: $322.9 billion With its iconic yellow machinery working on construction sites, Caterpillar (NYSE:CAT) manufactures construction equipment like bulldozers, excavators, and parts and maintenance services. Why Are We Wary of CAT? Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last two years High input costs result in an inferior gross margin of 29.2% that must be offset through higher volumes Earnings per share have contracted by 5.2% annually over the last two years, a headwind for returns as stock prices often echo long-term EPS performance Caterpillar is trading at $694.70 per share, or 30.6x forward P/E. Dive into our free research report to see why there are better opportunities than CAT. Two Stocks to Watch: Amazon (AMZN) Market Cap: $2.23 trillion Founded by Jeff Bezos after quitting his stock-picking job at D.E. Shaw, Amazon (NASDAQ:AMZN) is the world’s largest online retailer and provider of cloud computing services. Why Does AMZN Stand Out? Amazon revolutionized the way consumers shop. This isn’t the only tailwind to its impressive revenue growth, as its highly profitable AWS segment has also driven top-line momentum. The company's best-in-class revenue growth coupled with modest operating leverage on its past infrastructure investments has led to elite EPS growth over a multi-year period. Though dominant, Amazon's capital-intensive e-commerce business means its profitability is str...

格隆汇3月16日｜摩根大通将Ulta Beauty的目标价从800美元下调至750美元，维持“增持”评级。(格隆汇)

Coatue Management LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,091,574 shares of the information services provider's stock, valued at approximately $509,403,000. Alphabet comprises approximately 1.2% of Coatue Management LLC's holdings, making the stock its 25th biggest holding. Get Alphabet alerts: Sign Up Other hedge funds and other institutional investors also recently bought and sold shares of the company. University of Illinois Foundation acquired a new position in shares of Alphabet during the 2nd quarter worth about $31,000. Imprint Wealth LLC acquired a new stake in shares of Alphabet during the 3rd quarter worth about $31,000. Manning & Napier Advisors LLC purchased a new stake in Alphabet during the third quarter worth approximately $32,000. Tripletail Wealth Management LLC purchased a new stake in Alphabet during the third quarter worth approximately $40,000. Finally, Retirement Wealth Solutions LLC boosted its holdings in Alphabet by 145.0% in the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock valued at $48,000 after purchasing an additional 116 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds. Trending Headlines about Alphabet Here are the key news stories impacting Alphabet this week: Insider Activity In other news, Director John L. Hennessy sold 600 shares of the company's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $306.73, for a total value of $184,038.00. Following the completion of the sale, the director directly owned 20,624 shares of the company's stock, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a fil...

China is tightening its curbs on fertilizer exports as the war in Iran disrupts trade of key crop nutrients, driving up prices globally. The government has asked exporters to halt outbound shipments of nitrogen-potassium fertilizer blends, people familiar with the matter said. Beijing also reiterated existing export restrictions on urea, quashing traders’ hopes that new sales quota would be issued soon, they said. A video guide to reading Bloomberg Chinese news here. The moves are part of an effort to secure domestic supplies and stabilize prices as farmers in the agricultural powerhouse gear up for spring planting and demand peaks. China is a top consumer of fertilizers — and has been a significant exporter — but any shortage of the essential crop inputs could threaten grain security in the country. With the latest measures, the country has effectively halted outflows of most fertilizer types, including compound varieties, said the people, who asked not to be named as they were not authorized to talk to the media. A key exception is ammonium sulfate, which made up about half of the country’s fertilizer shipments last year and is so far unaffected, they added. China’s National Development and Reform Commission, General Administration of Customs and Ministry of Commerce didn’t immediately reply to faxes seeking comment. The conflict in the Middle East has choked fertilizer supplies from a major production and export hub, sending prices surging worldwide. That includes China, where spot prices of urea, the most widely used nitrogen fertilizer, have jumped nearly 40% since the US-Israeli attacks in Iran began, Green Markets data shows. India Asks China for Urea as War-Induced Gas Crunch Bites Iran War Snarls Key Global Hub for Fertilizer Supplies India, Bangladesh Urea Firms Shut Units as War Cuts LNG Flow Farmers from the US to Asia and Europe have been rushing to secure supplies and lock in prices since the war’s outbreak. Indian officials also recently approached Ch...

Clough Capital Partners L P grew its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 173,016 shares of the information services provider's stock after purchasing an additional 18,605 shares during the period. Alphabet accounts for about 3.7% of Clough Capital Partners L P's investment portfolio, making the stock its 4th largest position. Clough Capital Partners L P's holdings in Alphabet were worth $42,138,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also modified their holdings of the company. Robinson Smith Wealth Advisors LLC boosted its position in Alphabet by 1.8% during the third quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider's stock worth $504,000 after acquiring an additional 36 shares during the last quarter. Searle & CO. grew its stake in Alphabet by 0.6% in the 3rd quarter. Searle & CO. now owns 5,703 shares of the information services provider's stock worth $1,389,000 after acquiring an additional 36 shares during the period. Navellier & Associates Inc. raised its holdings in Alphabet by 0.6% in the 3rd quarter. Navellier & Associates Inc. now owns 5,846 shares of the information services provider's stock valued at $1,424,000 after acquiring an additional 36 shares during the last quarter. BankPlus Wealth Management LLC lifted its stake in shares of Alphabet by 1.2% during the 3rd quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock worth $766,000 after purchasing an additional 37 shares during the period. Finally, Activest Wealth Management lifted its stake in shares of Alphabet by 0.5% during the 3rd quarter. Activest Wealth Management now owns 7,997 shares of the information services provider's stock worth $1,948,000 after purchasin...

在伊朗冲突搅动了金融市场和油价的大背景下，日本央行再次陷入两难：是该暂停加息，还是继续推进加息？ 中东紧张局势的升级推高了原油价格。日本央行原本致力于实现由薪资增长和需求（而非成本上涨）所支撑的2%稳定通胀目标，但油价上涨令这一努力变得更加复杂。 能源价格飙升一方面推高了整体通胀率，这或许为加息提供了理由；但另一方面，这又可能打击日本的消费支出，并让企业承压，尤其是那些本已在进口成本问题上举步维艰的小企业。 如果日本央行选择按兵不动，顾及政治和经济增长方面的担忧，则可能面临日元进一步走软的风险，而这会让能源进口变得更加昂贵。如果日本央行通过继续加息来遏制通胀、提振日元，又恐将扼杀脆弱的经济复苏。 当前的局面与俄乌冲突后的情形如出一辙。当时，进口价格飙升迫使包括美联储和欧洲央行在内的全球各大央行迅速上调政策利率。 而那时，日本正深陷通缩泥潭，实施著全球最宽松的货币政策。日本央行当时得以利用这轮通胀，最终结束了长期的量化宽松计划。 然而，日本央行决策者表示，这次日本所处的背景不同，他们希望避免陷入误读了通胀信号、以至于等得太久才调整利率的陷阱。 了解决策层想法的人士称，如今日本企业和家庭的通胀预期终于开始形成，基础价格涨幅也正接近日本央行2%的目标，日本央行可能已没有多少时间来仔细考虑下一步要如何行动。 上述知情人士表示，尽管地缘政治动荡，日本央行官员仍坚持寻求加息，但由于金融市场依然不稳，中东局势前景高度不确定，本周会议上将很难采取行动。 市场押注日本央行本周加息的可能性几乎为零，而对于日本央行在4月份的下一次会议上加息的可能性，市场预期约为60%。届时，日本央行将发布对经济增长和价格的最新预测。 另一个复杂因素是日本政府对中东危机的反应。日本首相高市早苗（Sanae Takaichi）的政策目标坚定地以经济增长为中心，这意味著她倾向于宽松的金融环境，以缓解供应冲击。 虽然政府正试图通过发放汽油补贴和释放石油储备来缓冲对实体经济的冲击，但依然面对一个更加系统性的挑战：日元的持续疲软。 日本央行行长植田和男（Kazuo Ueda）已承认，与过去相比，现在的汇率波动更容易影响国内物价，因为企业在将增加的成本转嫁给消费者方面变得更加自如。 大和证券（Daiwa Securities）经济学家Kenji Yamamoto说：“如果油价居高不下或继续攀升，就存在一种恶性循环的风...

格隆汇3月16日｜印度政府官员：部分城市燃气公司正向液化石油气用户发放激励，鼓励其改用管道天然气。

Source: Bloomberg, 16:19

蓝晓科技（300487）公告，公司与HANACOLLA S.A.签订的《3000吨电池级碳酸锂提锂装置销售合同》因项目整体规划发生变化，双方友好协商一致同意终止。合同金额为2500万美元，HANACOLLA已支付250万美元预付款并放弃退还要求，同时在《终止协议》签署之日3个工作日内支付150万美元。此次终止不会对公司当期经营业绩及财务状况产生重大影响。

格隆汇3月16日｜华电科工公告，公司与唐山港集团股份有限公司签署了《唐山港京唐港区51号、52号散货泊位工程-斗轮堆取料机供货设备购置（委托）研发合同》，合同金额约为3.73亿元人民币（含税）。公司为该项目提供的斗轮堆取料机及智能化系统，可实现全自动取料和堆料，并提供大机的数据集成交互及接口功能，最终实现设备现场无人化、设备作业自动化、堆场管理信息化的功能。

据报道，八家美国科技巨头——包括 谷歌 、 亚马逊 和OpenAI——已签署一份新承诺书，承诺共享有关诈骗者滥用其服务的威胁情报。 这些企业在奥地利举行的联合国全球欺诈峰会前夕，签署了全新的《反网络诈骗服务协议》。 据协议草案显示，该协议旨在： - 明确签署方如何跨平台协作打击诈骗者 - 推动行业与各国政府、执法部门、非政府组织等形成合力，共同应对欺诈与诈骗 签署方包括：谷歌、 微软 、领英、Meta、亚马逊、OpenAI、 Adobe ，以及旗下拥有Tinder、Hinge的Match Group。 谷歌信任与安全团队消费者信任体验副总裁凯伦·考林顿表示： “我们无法独自解决这一问题，需要全行业共同行动，更系统地打击诈骗。” 根据协议，企业将： - 加强与行业同行及执法部门的信息共享，通过全球反诈骗联盟、科技反诈骗联盟等国际平台，分享跨国犯罪网络情报及反诈最佳实践。 - 部署包括人工智能系统在内的新型防御工具，更快识别欺诈，并为用户推出新安全功能。 - 对平台内金融交易实施更严格的身份核验，确保交易双方身份真实合法。 - 为遭遇诈骗的用户提供清晰举报渠道，并呼吁各国政府将反诈列为国家重点工作。 该协议为自愿签署，若企业未履行承诺，无相应处罚机制。 Meta安全政策与反欺诈全球负责人纳撒尼尔·格赖歇尔表示，企业此前仅在针对诈骗的专项调查中交换信息，而这份协议提供了超越个案的常态化信息交流渠道，包括哪些防御手段有效、诈骗者如何迭代手段等。 微软数字犯罪部助理总法律顾问史蒂文·马萨达称，这一合作将让伙伴间沟通更高效，预计能更有效地摧毁诈骗基础设施、锁定针对全球用户的不法分子。 近年来，诈骗造成的损失急剧攀升，人工智能让诈骗者更容易伪造逼真的网络身份与信息，诱骗受害者。 美国联邦调查局数据显示，2024年美国消费者因诈骗与网络犯罪损失超过160亿美元。 特朗普政府近期加大打击国际诈骗团伙力度，本月早些时候发布新行政令，要求核心机构将反诈列为重点工作。 亚马逊全球买家风险防控副总裁斯科特·纳普表示，诈骗者很少只在单一平台作案，通常会在多个账号、多个平台实施同类操作，例如在社交媒体搭讪受害者、在交友软件匹配目标。 预计未来将出现更多面向用户的反诈安全功能，科技行业也会加大游说力度，推动更严格监管与执法部门对全球诈骗集团的打击。 就在上周，Meta与OpenAI均已宣布新的反诈...

Elevation Point Wealth Partners LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 82.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 119,784 shares of the iPhone maker's stock after selling 578,042 shares during the quarter. Apple comprises approximately 2.1% of Elevation Point Wealth Partners LLC's investment portfolio, making the stock its 4th largest holding. Elevation Point Wealth Partners LLC's holdings in Apple were worth $30,501,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Other hedge funds and other institutional investors have also recently modified their holdings of the company. First National Bank of Hutchinson raised its holdings in shares of Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after buying an additional 6,982 shares during the last quarter. Eagle Capital Management LLC lifted its stake in shares of Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after buying an additional 272 shares during the period. Brighton Jones LLC grew its holdings in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after buying an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE increased its position in shares of Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stoc...

格隆汇3月16日｜以色列空袭黎巴嫩南部城镇杰巴勒巴图姆。

Few trends have had as much influence on the stock market over the last few years as artificial intelligence (AI). Fears of generative AI-powered solutions displacing established enterprise software providers have led to a massive sell-off in SaaS stocks. Meanwhile, investors fear the big capital expenditure budgets of the U.S. hyperscalers may be excessive and weigh on cash flow and earnings. One company finds itself at the center of both fears: Microsoft (MSFT 1.57%). But the strength of both its software business and the positioning of its cloud business should give long-term investors confidence in the stock. In fact, it's practically a no-brainer buy at its current price of around $400 per share. The two-headed AI monster Microsoft is benefiting from the growing demand for AI products and services in two ways. First, its cloud computing platform, Azure, is seeing massive growth in its AI services. Its Foundry platform, which enables customers to build and deploy AI agents, saw 80% growth in customers spending $1 million per quarter in its second quarter. All told, Azure revenue grew 39% last quarter. But that growth could have been even higher. Microsoft was forced to allocate some compute capacity it could've sold to developers for its own AI development and services. Indeed, demand for compute continues to outstrip Microsoft's ability to expand its capacity. Management spent $37.5 billion on capital expenditures last quarter, mostly on building data centers and outfitting them with servers. It expects a slight drop in spending this quarter due to timing, but that should ramp up again later in the year. Microsoft has a lot of confidence in its spending plans, given its massive backlog of $625 billion in remaining performance obligations. $250 billion of that comes from a new deal inked with OpenAI last quarter, but RPO would've climbed 28% without the contract from the large language model developer. That figure also notably includes contracts for its Microsof...

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗 AASTOCKS.com

Key Points Growing fears of overspending and AI displacing enterprise software companies have increased uncertainty in the market. This AI leader has seen phenomenal growth across its business segments thanks to artificial intelligence. The stock now trades at a great value, and the business remains well-positioned for growth. 10 stocks we like better than Microsoft › Few trends have had as much influence on the stock market over the last few years as artificial intelligence (AI). Fears of generative AI-powered solutions displacing established enterprise software providers have led to a massive sell-off in SaaS stocks. Meanwhile, investors fear the big capital expenditure budgets of the U.S. hyperscalers may be excessive and weigh on cash flow and earnings. One company finds itself at the center of both fears: Microsoft (NASDAQ: MSFT). But the strength of both its software business and the positioning of its cloud business should give long-term investors confidence in the stock. In fact, it's practically a no-brainer buy at its current price of around $400 per share. 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 two-headed AI monster Microsoft is benefiting from the growing demand for AI products and services in two ways. First, its cloud computing platform, Azure, is seeing massive growth in its AI services. Its Foundry platform, which enables customers to build and deploy AI agents, saw 80% growth in customers spending $1 million per quarter in its second quarter. All told, Azure revenue grew 39% last quarter. But that growth could have been even higher. Microsoft was forced to allocate some compute capacity it could've sold to developers for its own AI development and services. Indeed, demand for compute continues to outstrip Microsoft's ability to expand its capacity. Management spent $3...

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗財經新聞Financial News AASTOCKS.com

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗- 財經新聞Financial News AASTOCKS.com

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗 AASTOCKS.com

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗財經新聞Financial News AASTOCKS.com

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗 AASTOCKS.com

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗財經新聞Financial News AASTOCKS.com

恒瑞醫藥(01276.HK)：兩款注射液獲中國核准進行臨床試驗財經新聞Financial News AASTOCKS.com