摘要 眼部按摩仪行业通过物理、电子等方式缓解眼部疲劳、改善视力。随着健康需求增长、电子设备普及，眼疲劳问题普遍，行业市场潜力巨大。技术创新如精准按摩算法、智能温控等提升产品附加值，满足用户多样化需求。老龄化加速及年轻群体用眼负担加重推动市场规模持续扩大。高频用网导致眼疲劳，使眼部按摩仪成为刚需产品。未来，技术创新与老龄化、年轻群体需求将共同驱动眼部按摩仪行业稳定增长。 行业定义 眼部按摩仪是一种通过物理、电子或按摩手法等方式对眼部进行放松和保健的设备，旨在缓解眼部疲劳、改善视力、促进血液循环等。这些设备按照工作原理可以分为振动式、热敷式、按摩式等不同类型。振动式眼部按摩仪通过微电机产生振动，刺激眼部肌肉，达到放松的效果；热敷式眼部按摩仪则通过发热元件提供温暖，缓解眼部疲劳；而按摩式眼部按摩仪则结合了振动和热敷的功能，为用户提供更全面的护理体验。

我们认为美伊冲突可能存在三种演绎情景。第一种是低烈度情景。短期激烈冲突后，美伊双方谈判，霍尔木兹海峡封锁1个月左右，布伦特原油价格短期可能冲高100美元/桶以上，此后回落至80美元/桶附近。第二种是中烈度情景（基准情景）。冲突持续升级，伊朗全面封锁霍尔木兹海峡1-3个月，布伦特原油价格冲高至120美元/桶，此后随着多国采取措施稳定油价，油价有所回落，并在100美元/桶附近震荡。第三种是高烈度情景，美伊爆发全面军事冲突，伊朗全面封锁霍尔木兹海峡且持续超过3个月，地区产油产能大面积受损，布伦特原油价格可能飙升至120-150美元/桶甚至更高。 美伊冲突对全球能源市场影响较大。通过霍尔木兹海峡运输的石油约占全球总供给的20%，通航的LNG约占全球LNG海运总量的21%。亚洲国家石油进口对霍尔木兹海峡的依赖程度较高，经测算中国依赖度为33%（依赖度=通过霍尔木兹海峡进口的石油量/本国总石油消费量），除中国以外的亚洲地区依赖度普遍在50%左右，其中韩国、日本依赖度较高，预估在70%以上。美国依赖度为4%，所受影响相对较小。欧洲受影响也较大。 美伊冲突加剧全球滞胀风险。预计油价每长期上升10%，拉低全球经济增速约0.2个百分点，拉升全球通胀0.4个百分点。分经济体来看，美国经济韧性较强，冲击可能主要体现为通胀回落受阻和降息延后。欧洲受冲击或较为显著，通胀有反弹可能，经济增长压力也可能增加。新兴经济体分化加剧，能源出口国或受益、进口国或承压。当前中国供给强于需求，加之产业链防风险能力较强，油价波动对中国经济的影响可控。 不同情景下的全球资产走势。情景一：冲突缓和。原油价格快速回调，通胀预期降温，美联储降息预期回升，10年期美债收益率回落至冲突前水平，美元指数回落；避险情绪弱化，但美债收益率回落形成支撑，黄金价格逐步企稳；全球股市逐步修复。情景二（基准情景）：冲突持续但烈度可控。原油价格在100美元/桶附近震荡，美联储维持现有政策立场，10年期美债收益率高位回落但仍高于冲突前，美元指数在避险情绪与高利率支撑下维持震荡；黄金价格在通胀预期与美元指数的约束下，相对偏弱，维持震荡；全球股市维持震荡格局。情景三：冲突扩大化、长期化。WTI原油与布伦特原油可能升至120美元/桶以上；初期受通胀预期推动，美债收益率与美元指数继续上行，但随后全球经济可能陷入衰退，美债收益率与美元指数可能逐步回落...

观点： 总量视角 【A股大势研判】 周三A股市场探底回升，呈现“单针探底”的典型走势。三大指数早盘表现分化，沪指震荡回落，创业板指走势较强。午后，算力产业链发力拉升，科技股大面积反弹，带领创业板指持续强势上攻，沪指也紧随其后翻红，主要指数全线实现探底回升，市场情绪回暖。盘面上看，呈现“题材引领、个股普涨”的特征，超3500只个股上涨，市场赚钱效应显著回升，不过，量能还是有所欠缺。 三大积极信号逐步浮现：一是中东冲突不排除仍有反复，但地缘政治风险对市场的压制减弱，为市场情绪修复提供了重要契机；二是油价波动对市场影响减弱。当前国际油价短期或难超3月9日高位，更多处于反复震荡状态，市场对油价波动的敏感度或逐步降低；三是人民币资产的吸引力增强。在全球地缘冲突动荡的背景下，中国经济韧性强，形成了独特的安全优势，有望吸引境外机构增持人民币资产。 展望后市，A股震荡回升或是主基调。操作上，鉴于目前板块轮动较快，踏准市场节奏显得更为重要。具体机会上，逢低布局三大方向。一是可逢低关注分红稳健、业绩确定性强的油气及化工相关的优质股；二是逢低关注具备核心竞争力的科技成长标的，如AI算力、半导体、人形机器人等概念股；最后，随着时间逐步进入3月下旬乃至4月份，年报及一季报的密集披露期即将到来，“业绩为王”的主线逻辑有望回归，业绩超预期个股也可择机关注。择机逢低布局或高抛低吸是占优策略。

2025年12月24日，北京市发布房地产优化调整政策，从购房资格、信贷支持、项目审批等多维度发力，精准瞄准居民刚性与改善性住房需求，旨在推动房地产市场平稳健康发展。 本文从整体市场、区域结构、户型需求三个维度，结合58安居客线上找房热度、找房均价、网签成交数据等，解析12月楼市新政策后，对北京房地产市场的影响与传导逻辑。 北京整体市场：线上热度先行企稳，线下成交受春节档扰动，二手房传导效率更高 找房热度：政策激活线上预期，二手房热度韧性显著高于新房 58安居客线上找房热度作为购房者置业心态的“晴雨表”，能第一时间反映市场对政策的反应，新政后北京新房、二手房找房热度均呈现“政策即时提振-春节短期回落-节后快速反弹”的特征，但二者表现出明显的韧性差异。 新政实施前，北京房地产市场线上观望情绪浓厚，新房找房热度从2025年10月4日的56.1逐步走低至12月20日的54.8，累计下滑2.3个点，反映出刚需群体对购房门槛的顾虑始终存在；二手房找房热度则从56.3缓升至60.8，累计上涨4.5个点，核心源于二手房房源供应更为充足、价格更具优势，对刚需和刚改购房者更具吸引力。 新政发布当周（2025年12月21-27日），新房找房热度即刻回升至55.5，二手房升至61.6，直观体现出政策对线上购房预期的直接激活作用。2026年1-2月受春节假期影响，线上找房热度阶段性回落，新房找房热度最低降至49.6，二手房降至54.6，但这并非市场预期反转。节后随着线下售楼处、中介门店全面复工，找房热度快速反弹，2月28日新房热度回升至60.3、二手房达66.1，3月14日进一步升至59.9和65.6，新政的提振效应持续释放。 从热度变化幅度来看，二手房反弹力度显著高于新房，核心原因是新政放宽的购房资格、优化的信贷政策对二手房市场适配性更高，交易流程灵活能更快承接刚需与改善需求，而新房受推盘节奏、房源供应限制，热度提升相对平缓，且其热度转化更依赖房企线下营销动作配合。

车市概况 从新疆 2025 年 7 月汽车市场数据来看，本期月度销量中国产占比 75.69%，进口仅 0.76%，商用占 23.54%。环比方面，走势波动大，先大幅增长后显著下滑；同比同样有较大起伏，整体呈先升后降态势。累计销量上，国产占 75.28%，进口 0.64%，商用 24.08%。同比累计增速从年初的 - 27.25% 逐步回升，显示市场有复苏迹象。 销量维度， 2025 年各月及累计销量（如 1 - 8 月达 310.0k）较 2024 年同期多数时段有增长，说明 2025 年新疆汽车市场整体表现好于 2024 年，国产汽车在市场中占据绝对 主导，进口车占比极低，商用汽车也有一定份额，市场结构相对稳定且有向好趋势 销售结构从新疆 2025 年 7 月汽车销售结构看，车型大类中， SUV 以 19.2k 的销量居首，占比 51.91%，但同比、环比均下滑；轿车销量 7.6k，同比、环比降幅大；货车销量 7.8k，同比微增，环比下滑；客车销量 0.9k，同比增长，环比下降。 燃料结构里，汽油车仍为主力，销量 18.9k，但同比、环比降幅明显；混动车型销量 11.6k，占比 31.34%，同比、环比也下滑；纯电动车型销量 4.2k，同比、环比降幅较大。整体而言， 7 月各车型及燃料类型汽车销量，除客车同比、“其他” 燃料类型同比微增外，多数呈同比、环比双降态势，汽车市场销售表现疲软。

关键事实 2023年，军团病的通报率增至每10万人3.2例，较2022年每10万人2.6例有所上升。 通知率在欧洲联盟/欧洲经济区（欧盟/EEA）内保持异质性，从每10万人中不到0.5例到斯洛文尼亚报告的每10万人中6.9例（年龄标准化率）不等。四个国家（法国、德国、意大利和西班牙）占所有报告病例的72%。 男性65岁及以上的人群受影响最大（每10万人中有12.7例，而女性为5.2例）。 2023年与2022年相比，报告给旅行相关监测计划的病例数量增加了16%。 七个国家报告了总共39起社区或医院感染暴发，累计病例数为368例。

1950年， “计算机之父”和“人工智能之父”艾伦·图灵（Alan M. Turing） 发表了论文《计算机器与智能》 ， 这篇论文被誉为人工智能科学的开山之作。 在论文的开篇， 图灵提出了一个引人深思的问题： “机器能思考吗？ ”。 这个问题激发了人们无尽的想象， 同时也奠定了人工智能的基本概念和雏形 人工智能的诞生可以追溯到20世纪50年代。 当时， 计算机科学刚刚起步， 人们开始尝试通过计算机程序来模拟人类的思维和行为。 在这个背景下， 一些杰出的科学家和工程师们开始研究如何使计算机具备更高级的功能 1956年8月， 在美国达特茅斯学院举办的人工智能夏季研讨会， 是人工智能领域具有里程碑意义的一次重要会议。 这次会议汇聚了众多杰出的科学家和工程师， 他们共同探讨和研究人工智能的发展和应用前景 这次会议的主题围绕着人工智能的定义、 研究方法和应用场景展开。 与会者们深入探讨了人工智能的基本概念、 算法和技术，以及其在各个领域的应用潜力。 他们共同认识到， 人工智能的研究和发展将为人类带来巨大的变革和进步

电动汽车的变革潜力 汽车行业正在经历一场深刻的变革，动力系统正从内燃机（ICE）转向电动。这正在重塑工厂、供应链和商业模式。然而，企业车队正处于成为这次转型中最有力的杠杆之一的位置 企业车队包括不同类型的车辆和商业模式。它们包括公司用车、租赁车、出租车和网约车、最后一公里和城市配送车辆、公交车和长途客车，以及专用车辆，以及长途货运和物流 在欧洲，企业车队占据了大约60%的新车销售，以及几乎所有货车、公交车和卡车的销售。 1 他们已经在电气化总计数中做出了相当大的贡献。虽然正在考虑制定强制措施以增加需求，但采取针对性的措施，例如 在比利时和英国实施税收，在法国实施配额和罚款，在荷兰城市地区实施限制进入，在挪威实施优惠停车和公交车道使用，这些措施已被证实能够有效地促进从内燃机车到电动汽车的转换 企业车队很重要，因为它们行驶了最多的公里数。车队汽车占直接道路运输二氧化碳排放量的约45%，轻型商用车（LCVs）负责约12%，而卡车...2 全面舰队电气化 公交车占27%。到2030年可以减少约10亿吨二氧化碳排放。 3 大约占欧盟和英国2025年至2030年预计排放总量5%。这是实现欧盟“适应55”和绿色协议立法框架中设定的目标的关键一步

中国水泥行业作为国民经济的基石和主要的碳排放源，其核心生产环节——熟料煅烧的供热系统低碳化转型，已成为实现国家 “双碳” 目标的战略关键。本报告系统性梳理和分析了这一转型过程中的核心技术路径、标杆实践与未来方向，旨在为行业决策者提供清晰的参考框架。 报告提炼出三大核心技术方向。 首先是余热高效利用的广度与深度拓展，即从传统的内部发电转向解决低品位余热浪费，并向跨产业协同（如供暖、农业用能）和多源梯级利用升级。 其次是替代燃料的规模化应用，这是当前阶段深度脱碳的“核心抓手”，头部企业通过供应链创新、系统性技改等方式，已将热量替代率（TSR）提升至 60% 以上，远超行业约 5% 的平均水平。 最后是面向未来的前瞻性技术探索，涵盖了氢能煅烧、全氧燃烧耦合碳捕集（CCUS）以及电加热等颠覆性技术，这些技术虽多处于中试阶段，但代表了行业实现终极零碳的希望。 报告发现，水泥行业的低碳转型已进入技术路径明晰、多元化探索的起步阶段，头部企业的突破性实践证明了技术的可行性。然而，转型仍面临严峻挑战，主要包括： 高昂的初始投资（如长距离供热管网、设备改造）、 不成熟的供应链体系（如替代燃料收储运成本高、标准缺失）、 复杂的技术集成难度（如大比例替代燃料对窑炉稳定性的影响），以及政策协同不足等障碍。 为应对挑战，本报告提出，行业转型需构建分阶段、差异化的转型路径，根据不同区域的资源禀赋制定定制化策略。同时，必须强化政策协同与市场激励机制，政府层面应完善顶层设计、替代燃料标准与碳市场体系，企业层面则需建立内部碳定价机制、提升碳资产管理能力，并通过商业模式创新分散投资风险，共同支持水泥行业向绿色、低碳的未来稳步迈进。

电信/ICT投资价值 在经济合作与发展组织（经合组织）国家中，美国以5 750亿美元的购买力平价（PPP）成为ICT第一大投资国，其次是日本（1 580亿美元）和法国（940亿美元） 7。在所有经合组织国家中，计算机软件和数据库占ICT投资的绝大部分，介于一半到三分之二，但拉脱维亚共和国（39%）、哥斯达黎加（28%）和希腊（42%）除外8。 从ICT投资占国内生产总值（GDP）的比例来看（见下图），经合组织国家的情况大不相同。虽然美国仍然位列ICT投资占GDP比例最高的10个国家之一（3.72%），但爱沙尼亚共和国（8.69%）、瑞典（5.26%）、瑞士（5.25%）、捷克共和国（5.06%）、法国（4.63%）、奥地利（4.09%）和新西兰（3.95%）的这一比例最高9。 许多观察家表示，自2000年达到顶峰以来， ICT投资占GDP的比例明显下降，表明数字化进程放缓，这个迹象令人担忧。 2000-2022年期间，经合组织的ICT投资占GDP的平均比重确实有所下降，但这一下降主要体现在：计算机硬件领域的平均投资为-21%，复合年增长率（CAGR）为-1.09%，电信设备平均投资为-19%， CAGR为-0.93%。然而，同期， OECD的计算机软件和数据库投资平均增长67%， CAGR为+2.35%。

重点关注 【电子】GTC2026黄仁勋主题演讲点评苏凌瑶茅珈恺。英伟达黄仁勋在GTC2026上发布主题演讲，介绍Rubin至Feynman的技术路线演进图，其中最大变化是CPO和液冷技术的应用，并同步引入集成大容量SRAM的LPU以增强推理性能。黄仁勋预计智能体AI和物理AI将成为未来AI的重要增长点。 【电子】深南电路苏凌瑶茅珈恺。深南电路2025年业绩高增，AI、通信、汽车三轮驱动PCB业务高增长。封装基板技术突破和客户导入加速。维持“买入”评级。 【电力设备】福斯特武佳雄顾真。中东局势升级后胶膜原材料价格大幅上涨，胶膜涨价或具备持续性；头部企业短期享受低价库存红利，长期看好竞争格局优化；公司是受益于海外光伏扩产的核心标的；维持增持评级。 【基础化工】宝丰能源余嫘嫘徐中良。公司发布2025年年报，全年实现营业总收入480.38亿元，同比增长45.64%；归母净利润113.50亿元，同比增长79.09%；扣非归母净利润115.20亿元，同比增长69.91%。其中，第四季度营收124.93亿元，同比增长43.46%；归母净利润24.00亿元，同比增长33.29%。看好公司在煤制烯烃产业的领先优势，维持买入评级。

In trading on Wednesday, precious metals shares were relative laggards, down on the day by about 2.9%. Helping drag down the group were shares of Avino Silver & Gold Mines, off about 8% and shares of Perpetua Resources down about 7.7% on the day. Also lagging the market Wednesday are biotechnology shares, down on the day by about 2.6% as a group, led down by Allogene Therapeutics, trading lower by about 22.1% and Xilio Therapeutics, trading lower by about 15.6%. VIDEO: Wednesday Sector Laggards: Precious Metals, Biotechnology Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Wednesday, shipping shares were relative leaders, up on the day by about 2.3%. Leading the group were shares of CMB.TECH, up about 5.5% and shares of Genco Shipping & Trading up about 5% on the day. Also showing relative strength are agriculture & farm products shares, up on the day by about 1.7% as a group, led by Adecoagro, trading higher by about 10.1% and Cresud, trading up by about 0.3% on Wednesday. VIDEO: Wednesday Sector Leaders: Shipping, Agriculture & Farm Products The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Image source: The Motley Fool. Thursday, November 7, 2024 at 10:00 a.m. ET Call participants President and Chief Executive Officer — Barb Jacobsmeyer Chief Financial Officer — Crissy Carlisle Vice President of Finance — Jobie Williams Takeaways Consolidated net revenue -- $253.6 million, reflecting a 1.8% decrease year over year. -- $253.6 million, reflecting a 1.8% decrease year over year. Consolidated adjusted EBITDA -- $24.5 million, a 5.6% increase year over year. -- $24.5 million, a 5.6% increase year over year. Home health segment revenue -- Decreased $9.9 million, or 4.7% year over year, attributed to declining recertifications. -- Decreased $9.9 million, or 4.7% year over year, attributed to declining recertifications. Non-Medicare home health admissions -- Increased 20.1%, driving total admissions growth of 5.6% year over year, with same-store admissions up 5.5%. -- Increased 20.1%, driving total admissions growth of 5.6% year over year, with same-store admissions up 5.5%. Payor innovation contracts -- 45% of non-Medicare home health visits now covered, up from 19% a year ago; 73% of total home health admissions combined in Medicare fee-for-service and payor innovation contracts. -- 45% of non-Medicare home health visits now covered, up from 19% a year ago; 73% of total home health admissions combined in Medicare fee-for-service and payor innovation contracts. Medicare fee-for-service home health admissions -- Declined 2.5% sequentially from fiscal Q2 (period ended June 30, 2024), an improvement versus a 4.7% sequential decline the prior year; 44% share of total home health admissions unchanged over the last three quarters. -- Declined 2.5% sequentially from fiscal Q2 (period ended June 30, 2024), an improvement versus a 4.7% sequential decline the prior year; 44% share of total home health admissions unchanged over the last three quarters. Home health adjusted EBITDA -- Decreased $5.3 million, or 12.7% year over year, due to revenue contraction. -- Decreas...

Williams-Sonoma announced today that its Board of Directors has authorized a 15% increase in the company's quarterly cash dividend to $0.76 per common share. The quarterly dividend is payable on May 22, 2026, to stockholders of record as of the close of business on April 17, 2026. On March 17, 2026, the Board of Directors of Waterstone Financial, declared a regular quarterly cash dividend of $0.17 per common share, a 13.3% increase compared to the prior quarterly dividend. "Today's announcement of a dividend increase underscores our disciplined execution of the Company's business strategy and reflects our confidence in Waterstone Financial's future," said William Bruss, Chief Executive Officer of Waterstone Financial, Inc. "Maintaining a robust dividend payout ratio remains a priority for us, affirming our commitment to delivering long-term value to our shareholders and effective management of our capital." The dividend increase is effective with the dividend payable on May 1, 2026, to shareholders of record at the close of business on April 8, 2026. Fulton Financial today announced that its Board of Directors declared a quarterly cash dividend of nineteen cents per share on its common stock, payable on April 15, 2026, to shareholders of record as of April 1, 2026. Mid-America Apartment Communities, today announced that its board of directors approved a quarterly dividend payment of $1.53 per share of common stock to be paid on April 30, 2026, to shareholders of record on April 15, 2026. This announcement represents the 129th consecutive quarterly cash dividend declared by the company. MAA has never reduced or suspended its quarterly common dividend payment in its over 30-year history as a public company. As established in prior quarters, the board of directors declared the quarterly common dividend in advance of MAA's earnings announcement that is expected to be made on April 29, 2026. The board of directors of NiSource today declared a quarterly common stock divid...

阿斯利康又一名中国高管突然离职 2026-03-18 23:59:00 来源： 同花顺7x24快讯 分享 文章提及标的 阿斯利康 -- 3月18日，阿斯利康（AZN）中国方面向第一财经记者确认，深耕阿斯利康（AZN）超过20年的元老级人物、阿斯利康（AZN）中国副总裁、市场准入部门负责人黄彬将离任。截至发稿，黄彬尚未就未来去向作出回应。(第一财经)

At Etsy, Zoë Weil helped to drive a billion-dollar increase in gross merchandise volume within a single year by improving the online marketplace’s AI ranking systems. With her new startup, Sequen, she aims to bring her and her co-founders’ years of AI research and product development to other businesses in the consumer space. The company, which just closed on $16 million in Series A funding, offers real-time personalization technology and ranking infrastructure — technology used by the world’s biggest tech firms, but which has been inaccessible to other large consumer businesses because of the massive datasets required. While those outside the tech industry may not understand what this technology involves, anyone who’s used consumer apps like TikTok, Instagram, or YouTube has been the target of these systems. Explains Weil, Sequen CEO, “modern tech isn’t really recommending content anymore. It’s bending your will in subtle ways over time to make you actually want things. And, in fact, the tech has gotten so good that a lot of people suspect platforms are eavesdropping on their conversations,” she says. Weil credits this phenomenon to something called the Large Event Model. While Large Language Models (LLMs) used by chatbots like ChatGPT generalize text, Large Event Models generalize streams of events and human behavior in particular. This technology has use cases that go beyond building a better algorithm. Image Credits:Sequen Weil believes that Sequen could eventually replace the cookie — a tracking technology that personalizes web experiences for end users, but in a way that has raised privacy concerns and triggered regulation. “Our large event models learn from live user actions, not just clicks and scrolls, but also hovers, conversations and stuff within a given session — not static profiles or third-party cookies,” Weil says. “That’s how you personalize in real-time, even with sparse data. So yes, we do unlock TikTok’s algorithms for Fortune 500 companies that ...

The S&P 500 Index ($SPX) (SPY) today is down -0.24%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.21%. March E-mini S&P futures (ESH26) are down -0.30%, and March E-mini Nasdaq futures (NQH26) are down -0.27%. Stocks gave up overnight gains and turned lower today after US Feb producer prices rose more than expected, a sign of sticky price pressures. Also, WTI crude oil prices (CLJ26) whipsawed higher by more than +2% after initially being down more than -2% on signs of escalation of the Iran war after Iran said part of its South Pars gas field was hit in an airstrike, as were the Asaluyeh oil industry facilities. Join 200K+ Subscribers: Stock index futures initially moved higher today after crude oil prices fell more than -2% when Iraq said it will resume crude exports through a pipeline that links Kurdistan to Turkey’s Mediterranean port of Ceyhan, bypassing the Strait of Hormuz. Also, the US dropped 5,000-pound bunker-buster bombs on Iranian missile sites near the Strait of Hormuz. The war against Iran entered its nineteenth day today with no signs of easing as Iran stepped up attacks on its Middle Eastern neighbors in retaliation for the killing of its security chief, Ali Larijani, in an Israeli strike. Iran today launched fresh waves of missiles and drone attacks, targeting the United Arab Emirates, Saudi Arabia, Kuwait, and Israel. Crude oil prices remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Ir...

Image source: The Motley Fool. Thursday, March 6, 2025 at 9 a.m. ET Call participants President — David deVilliers III Chief Executive Officer — John Baker III Chief Financial Officer — Matthew McNulty Need a quote from a Motley Fool analyst? Email [email protected] Risks CEO Baker stated, "we expect NOI in 2025 to remain flat if not slightly below 2024," citing non-repeatable one-time Mining Royalty segment gains, and negative near-term impact from Industrial/Commercial vacancies. Significant Cranberry Business Park occupancy declines are expected, as management disclosed, "feet defaulted on us, they’re not coming back. That in and of itself will take Cranberry from 96% occupancy to 60% occupancy." President deVilliers III indicated earnings drag from new project deliveries before lease-up, stating, "This will impact NOI negatively until it is occupied and stabilized, where after the operating expenses can be passed through to tenants and receive rent revenue." Construction cost uncertainty linked to tariffs was noted, with management observing that, "Construction costs are entering a period of uncertainty as we await the impact of tariffs on steel, lumber, and gypsum." Takeaways Quarterly net income -- $1.68 million, down 41.7% from $2.88 million, which previously included a one-time $1.98 million gain from a loan guarantee termination at Bryant Street Project. -- $1.68 million, down 41.7% from $2.88 million, which previously included a one-time $1.98 million gain from a loan guarantee termination at Bryant Street Project. Annual net income -- $6.39 million, up 20.4% from $5.3 million, primarily driven by improved Multifamily results. -- $6.39 million, up 20.4% from $5.3 million, primarily driven by improved Multifamily results. Pro rata NOI (quarter) -- $9.1 million, up 21%, with Multifamily projects delivering an added $4.6 million over last year. -- $9.1 million, up 21%, with Multifamily projects delivering an added $4.6 million over last year. Pro rata NOI (ye...

格隆汇3月18日｜巴林证券交易所将于3月22日至24日因开斋节假期休市。

Goldman Sachs Group Inc. bankers say companies can’t afford to wait out the latest wave of volatility gripping markets to pursue strategic mergers and acquisitions. “If you wait for perfection, you may struggle to get your deal done,” Nimesh Khiroya , the Wall Street bank’s co-head of M&A for Europe, the Middle East and Africa, said in an interview. “You’ve got to balance strategic impetus with managing volatility.” Goldman Sachs is forecasting pure M&A volumes of $3.8 trillion for 2026 — a slight increase on last year’s haul. That’s despite a challenging start to the year that’s already brought a technology selloff, private credit writedowns and surging energy prices due to the war in Iran. Speaking on the sidelines of a Goldman Sachs and McKinsey & Co. European M&A conference in London this week, Khiroya said markets had grown accustomed to uncertainty since the Covid pandemic and that investment bankers at his firm see transactions continuing. Data compiled by Bloomberg show that global M&A values are down roughly 3% year-on-year at about $605 billion. A week ago, they’d still been trending higher. Deal numbers are also falling, with some advisers warning timetables could get stretched the longer the conflict in the Middle East goes on. ‘Don’t Wait’ The decision by Israel and the US to launch military strikes on Iran in late February has injected significant uncertainty into the global business outlook, with the ongoing war creating fresh inflationary pressures that threaten economic growth. This has forced Wall Street to reassess predictions of interest rate cuts by the Federal Reserve this year, which many thought could help drive M&A activity to new highs. Goldman Sachs has pushed back its rate cut estimations, citing rising energy prices. In comments that echoed Khiroya, Tim Ingrassia , Goldman Sachs’ co-chairman of global M&A, said companies shouldn’t let potential delays to rate cuts stifle plans for acquisitions. “The stability of long term interest rates ...

Macy’s (NYSE:M) stock is up 5% in Wednesday morning trading, with shares climbing toward $18 after the company posted a stronger-than-expected fourth quarter of FY2025. The move stands out given that the broader consumer cyclical sector is down 0.83% today and the S&P 500 has slipped 0.48%, making Macy’s one of the few retail names ... Macy’s Rises 5%: The Department Store Fighting Back in Amazon’s World

Key Points Superstring Capital Management purchased 37,433 shares of Axsome Therapeutics in the fourth quarter. The quarter-end position value was $6.84 million, representing a new holding in Axsome Therapeutics. The position accounts for 3.66% of Superstring Capital Management LP’s 13F assets under management as of December 31. 10 stocks we like better than Axsome Therapeutics › On February 17, 2026, Superstring Capital Management disclosed a new position in Axsome Therapeutics (NASDAQ:AXSM), acquiring 37,433 shares worth $6.84 million in the fourth quarter. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Superstring Capital Management initiated a new position in Axsome Therapeutics during the fourth quarter of 2025. The fund bought 37,433 shares worth $6.84 million at quarter’s end. What else to know This new position represents nearly 4% of Superstring Capital Management LP’s 13F assets under management at quarter’s end. Top holdings after the filing: NASDAQ: CDTX: $18.80 million (10.1% of AUM) NASDAQ: TERN: $17.93 million (9.6% of AUM) NASDAQ: URGN: $16.82 million (9.0% of AUM) NASDAQ: COGT: $13.01 million (7.0% of AUM) NASDAQ: DVAX: $8.08 million (4.3% of AUM) As of Wednesday, shares of Axsome Therapeutics were priced at $158.40, up 27% over the past year and well outperforming the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Revenue (TTM) $638.5 million Net Income (TTM) ($183.2 million) Market Capitalization $8.1 billion Price (as of Wednesday) $158.40 Company snapshot Axsome Therapeutics develops and commercializes novel therapies targeting central nervous system (CNS) disorders, with a pipeline including AXS-05 for major depressive disorder and Alzheimer’s disease agitation, AXS-07 for migraine, AXS-12 for narcolepsy, and AXS-14 for fibromyalgia. The company’s business model centers on proprietary drug development, advancing candidates through clinical trials and regulatory...

财联社3月18日讯（记者 黄路） 锋龙股份 （002931.SZ）新晋控股股东优必选的部分要约收购公司股份事项有了新进展，公司今日收到了优必选出具的优必选此次要约收购旨在进一步增强对锋龙股份的控制权。 锋龙股份今日晚间发布的公告显示，优必选3月11日完成锋龙股份29.99%股份的协议转让过户后，向公司除收购人以外的全体股东正式发起部分要约收购，拟以17.72元/股的价格收购2845万股公司股份，约占公司总股本的13.02%。收购完成后，优必选持股比例最高将达43.01%。 本次要约收购所需资金最高5.04亿元，优必选已缴纳20%履约保证金，资金来源为自有资金及香港联交所专项配售募资。 本次要约收购期限自2026年3月20日至2026年4月20日，共计32个自然日。要约收购期限届满前最后三个交易日，即2026年4月16日、2026年4月17日和2026年4月20日，预受股东可撤回当日申报的预受要约，但不得撤回已被中登深圳分公司临时保管的预受要约；股东需通过股份托管券商以申报代码 990091办理预受、撤回要约事宜。 值得注意的是，17.72元/股的要约收购价格制定有明确依据，该价格与协议转让价一致，且高于公告前60个和120个交易日的股票均价，符合《上市公司收购管理办法》相关规定。 优必选在报告书中表示，此次要约收购基于对锋龙股份内在价值的认可，后续将依托上市平台优化资源配置，但同时明确36个月内无资产注入计划。 截至目前，锋龙股份主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售，不涉及人形机器人业务。2024年，公司实现归属于上市公司股东的净利润459.29万元，公司未来仍将聚焦主业。 此外，优必选自身财务状况也引发市场关注。2022年、2023年分别亏损约9.87亿元、12.65亿元，2024年亏损约11.6亿元，资产负债率56.22%，此次收购的后续整合效果仍有待后续观察。 二级市场表现看，锋龙股份股价自2025年12月披露控制权变更方案后便开启大涨模式，从19.71元/股一路攀升至最高118.10元/股，期间斩获18连板，截至3月18日，锋龙股份收盘价为71.6元/股，三个月涨幅超2倍，较要约收购价大幅溢价，公司最新市值为156.5亿元。

美股存储概念股逆市上涨 闪迪涨超3% 2026-03-18 23:55:57 来源： 同花顺7x24快讯 分享 文章提及标的 美光科技 -- 闪迪 -- 西部数据 -- 周三，美股存储概念股逆市上涨，延续近期上涨趋势。截至发稿，闪迪（SNDK）涨超3%，美光科技（MU）涨超1.5%，西部数据（WDC）涨0.6%，齐破新高。

The recent selloff in firms tied to the private credit industry threw Ares Management Corp. “out with the bathwater,” according to BofA Securities Inc. The rout in alternative asset manager stocks is an overreaction “to mainly a few minor data points,” BofA analysts led by Craig Siegenthaler said Wednesday. That, they added, is a “fire sale opportunity to buy Ares.” Ares shares have plunged more than 30% so far this year, while Blackstone Inc. and KKR & Co. shares are down almost 30% after new artificial intelligence tools sparked worries about the private credit industry’s loans to software companies that were at risk of being disrupted by the advances in AI. The wild market gyrations, meanwhile, have drawn comparisons to the global financial crisis. Read More: Blue Owl Shares Post Worst Month Ever on Private Credit Fears Shares of Blue Owl Capital Inc. — a poster child for the worries percolating in the $1.8 trillion private credit market — have plunged almost 40% this year and notched their worst monthly performance ever in February. Bearish bets against Blue Owl climbed to an all-time high earlier this month. But to BofA analysts the selloff has gone too far, especially for their top pick buy-rated Ares, a “world class” alternative asset manager with some $160 billion of dry powder, which is the best way to play a return to fundamentals for the industry, they said. They also rate Blackstone, KKR and Blue Owl as buys. Concerns over the industry have mounted in recent weeks. There have been questions regarding asset quality and private credit funds have grappled with a wave of redemption requests as concerns swirl around the quality of their loans — particularly to software firms under threat from AI. Last week Morgan Stanley and Cliffwater LLC were the latest money managers to cap redemptions from their multibillion-dollar private credit funds, following a similar move from BlackRock Inc. The backdrop has evoked comparisons to the period preceding the 2008 financ...

Alexander Sikov Marko Kolanovic, former chief strategist and co-head of Global Research at J.P. Morgan, argued that semiconductors ( SMH ), ( SOXX ), ( XSD ) could see a quick 30% drop. About a week ago, when the S&P 500 ( SP500 ) and oil prices ( CL1:COM ), ( CO1:COM ) were at current levels, memory stocks were about 30% lower, he noted. “Purely speculative momentum rally running on fumes,” he said. Here is how some of the biggest chip stocks are performing on the day: SanDisk ( SNDK ) – up 3.4% Western Digital ( WDC ) – down 0.5% Seagate Technology ( STX ) – down 0.6% Nvidia ( NVDA ) – up 0.4% Broadcom ( AVGO ) – down 0.3% TSM ( TSM ) – 0.7% Micron Technology ( MU ) – up 1.7% AMD ( AMD ) – up 2% Intel ( INTC ) – up 1.7% QUALCOMM ( QCOM ) – down 0.5% Arm Holdings ( ARM ) – 0.9% Semiconductor ETFs: ( SMH ), ( SOXX ), ( SOXL ), ( FTXL ), ( XSD ), ( USD ), ( PSI ), and ( SEMI ). More semiconductors The Capex Cycle And Semiconductors AI Can't Sustain This Rate Of Return XSD: Why AI-Name Chip Stocks Aren't Done Yet Intel tops forward P/E list at 91x as Micron prepares to report amid AI demand surge NVIDIA GTC 2026: Markets watch Jensen Huang’s keynote for the next AI catalyst

文章提及标的 消费 -- 燃油 -- 意大利副总理称，意大利将重新审视削减燃油税的措施，意大利最早可能于周三降低燃油消费（883434）税。(财联社)

natatravel/iStock via Getty Images By Ezequiel Gomes ​Platinum ( XPTUSD:CUR ) traded downward this Wednesday, with the metal giving back recent gains as traders took into consideration the monetary policy signals and broader risk sentiments all over the markets. Benchmarks showed platinum around $2,060 per ounce during the session, trimming from levels above $2,100 earlier in the week. Platinum’s slide Wednesday reflected a broader pullback in precious metals, where the dollar firmed and bond yields held elevated. The metal was trading below recent intra‑week highs, suggesting short-term sellers were active after a run of modest gains. Price action hinted that $2,080-2,050 is a zone where bids have re‑emerged in recent sessions. Technically, momentum has softened from the stronger levels seen earlier in March, but platinum has not cracked the major support levels that have drawn buyers over the past months. That intermediate floor near $2,030-2,000 still looks significant to traders looking for value on dips. Some chart watchers note that the narrowing trading range reflects conflicting drivers - with near-term resistance near the mid-$2,100 still untested and sellers cautious ahead of key economic catalysts. Platinum price dynamics (February-March 2026) (Source: TradingView) Momentum softens as sellers take over The market backdrop yesterday was colored by the expectations for a change in interest rate policy and ongoing energy price pressures. A stronger dollar and more resilient yields resulted in a slower appetite for non-yielding assets, shifting flows out of some metals even as good fundamentals persist. Tensions in the Middle East and oil prices being consistently above $100 per barrel are also part of the scenario, keeping inflation risks in view and complicating the narrative for precious metals traders. Despite the recent pullback, a structural supply and demand balance remains supportive. Platinum markets are forecast to be in deficit for 2026, with inven...

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