格隆汇3月19日｜卡塔尔外交部宣布伊朗驻卡塔尔大使馆的军事与安全随员为“不受欢迎的人”。

Guardian Pharmacy Services ( GRDN ) announced a proposed underwritten public offering of 5M Class A shares. The offering includes ~3.98M shares from selling stockholders and ~1.02M newly issued shares by the company. Selling stockholders may grant underwriters a 30-day option to purchase up to 750,000 additional shares. The deal is structured as a non-dilutive “synthetic secondary” transaction. The company will use its proceeds to repurchase an equal number of shares, keeping total shares outstanding unchanged. Guardian will not retain proceeds from the offering, and receives no funds from selling stockholders’ shares. Repurchased shares relate to prior Class B conversions tied to its September 2024 reorganization. More on Guardian Pharmacy Services Guardian Pharmacy Services, Inc. (GRDN) Q4 2025 Earnings Call Transcript Guardian Pharmacy Services, Inc. (GRDN) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Guardian Pharmacy Services, Inc. (GRDN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Mid-Cap healthcare stocks ranked by quant ratings after earnings season Guardian Pharmacy Services raises 2026 adjusted EBITDA guidance to $120M–$124M amid IRA transition and strong cash flow

AMD Prototyping AMDGPU SVM Atop DRM_GPUSVM Framework Phoronix

00:01 Speaker A Time now for some earnings. Micron second quarter results are just hitting the wires. Let's get you those numbers. Uh, Q2, uh, EPS, looking for that. There it is, 1220. 00:10 Speaker A That's a beat. The estimate was $9. Uh, Q2 revenue also a beat. 23.86 billion versus estimate of 19.74 billion. 00:20 Speaker A Gross margins better than expected as well, 74.9%. The estimate was 69.1%. 00:25 Speaker A As to the forecast, Q3 adjusted EPS, 1875 to 1955. The street had pencilled in 1129. 00:32 Speaker A And the Q3 revenue forecast also upbeat between 32.75 to 34.25 billion. uh consensus was 23.66 billion. 00:43 Speaker A Uh talking about all things AI, Micron says AI server demand, says continues to be strong. They do know that AI and other server demand constrained by memory supply. 00:54 Speaker A Why do we care about Micron? Well, it's because it is the largest US memory chip maker. 00:59 Speaker A Those chips go into all kinds of products, smartphones, PC, data center. So it's a read on the health of those end markets. 01:04 Speaker A Area for investors here is HBM, that's high bandwidth memory. That's basically uh simply puts uh super high-speed memory that that sits on a data center GPU, carries better pricing and margins. 01:15 Speaker A This stock heading into this print. I mean, expectations were simply sky high. This stock was already up about 60% this year. It was up around 350% over the past 12 months. 01:25 Speaker A and that's just as Micron has really been benefiting from this powerful demand for its memory chips amid this great AI investment cycle. Even despite that run, analysts who cover this name still big fans. About 90% of analysts who cover Micron still tell clients even at these levels, this one's a buy.

3月19日热门中概股多数下跌， 纳斯达克 中国金龙指数（HXC）收跌2.06%。 上涨股当中（按市值从高到低）， 台积电 跌1.80%， 阿里 巴巴 跌1.46%， 拼多多 跌3.50%， 网易 跌1.57%， 日月光半导体 跌0.76%， 京东 跌1.19%，携程跌0.86%， 中华电信 跌0.61%， 联电 跌2.36%， 富途 控股跌1.76%， 贝壳 跌2.76%， 理想 汽车跌5.12%，小鹏汽车跌2.09%， 腾讯音乐 跌9.50%， 华住酒店集团 跌3.78%， 蔚来 跌2.35%， 哔哩哔哩 跌4.71%，满帮跌6.70%， 唯品会 跌2.74%，BOSS直聘跌5.91%，名创优品跌2.74%，亚朵集团跌1.49%，小马智行跌1.43%， 慧荣科技 跌0.62%， 华视 传媒 跌0.90%，禾赛科技跌0.69%， 雾芯 科技跌2.88%。 下跌股当中（按市值从高到低）， 百度 涨0.98%， 中通 涨7.46%，中国新城农村涨2.77%，万国数据涨0.52%， 新东方 涨3.51%，WSP控股涨0.55%，拓臻生物涨2.82%， 金山云 涨12.65%，欢聚涨0.23%。 美股周三收跌，道指重挫逾760点创今年以来新低。在美以对伊战争导致油价飙升的背景下，美国最新经济数据显示通胀继续发酵，美联储主席的评论进一步加剧了市场对于美国通胀高企的担忧。 道指跌768.11点，跌幅为1.63%，报46225.15点；纳指跌327.11点，跌幅为1.46%，报22152.42点；标普500指数跌91.39点，跌幅为1.36%，报6624.70点。 道琼斯 工业平均指数周三跌破了关键的技术水平，暗示未来可能面临困境。该指数自2025年6月以来首次跌破其200日移动均线，表明其长期趋势消极。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

财联社3月19日讯（编辑 赵昊） 由于中东战事导致能源价格上涨，德国和英国的消费者对屋顶太阳能和电动汽车的兴趣日益增加，希望以此来抵御不断攀升的能源成本。 初步迹象显示，越来越多的欧洲人开始将这些绿色技术作为替代方案加以考虑。 英国最大能源供应商之一的Octopus Energy表示，在中东冲突爆发当周，家庭太阳能相关咨询量较平均水平高出27%；德国企业也报告称兴趣上升，但实际销售数据仍需数月后才会出炉。 太阳能分析师Lara Hayim表示：“我们一再看到，燃料价格冲击和电网不稳定会加速小规模太阳能的采用。在过去，这种情况曾出现在欧洲、巴基斯坦、黎巴嫩等市场，而现在很可能再次上演。” 2022年俄乌冲突爆发后，清洁能源技术需求曾明显上升，当时各国政府和家庭试图减少对波动性化石燃料供应的依赖，尤其推动了太阳能板和热泵的普及。 如今历史似乎正在重演——美国的电动车咨询量已经上升，印度对电炉的兴趣也在增加。不过，由于半导体生产高度依赖能源，其价格的飙升可能会推高太阳能系统成本，从而拖慢普及速度。 德国可再生能源公司Enpal BV表示，自中东战事开始以来，太阳能板和热泵的咨询量上涨了约30%；1KOMMA5° GmbH也报告称，太阳能相关兴趣几乎翻倍，有关热泵的咨询也明显增加。 Enpal的发言人指出，在2022年的能源危机中，热泵需求转化为实际销售所需时间更长，因为安装需要较高的前期投入。 根据“Heat Pumps Watch”的数据，德国的热泵价格几乎是英国的两倍，使其成为欧洲成本最高的市场之一。 为应对当前危机，英国政府承诺将简化消费者安装插电式太阳能板的流程。这类设备已在欧洲其他地区广泛使用，可以安装在花园、墙壁或阳台上。官员表示，将出台新标准并调整监管，以尽快推动产品上市。 Ipsos周三发布的调查显示，84%的英国人对战争推高燃料和能源价格感到担忧，这一比例与2022年俄乌冲突初期的水平相当。 英国热泵协会（HPA）表示，一些安装商已经开始看到需求上升。现有客户正寻求提高系统效率，而部分已预约的客户则要求提前安装时间。 根据Carwow Deutschland平台的数据，德国电动车相关的在线搜索量已占汽车搜索总量的60%，高于中东战事前的55%。 Carwow Deutschland首席执行官Philipp Sayler von Amende表示：“这表明...

Memory chipmaker Micron beats estimates for second-quarter revenue The Globe and Mail

The Best AI Stocks to Invest $1,000 in Right Now The Globe and Mail

Micron Technology ( MU ) declares $0.15/share quarterly dividend , 30.4% increase from prior dividend of $0.115. Forward yield 0.13% Payable April 15; for shareholders of record March 30; ex-div March 30. See MU Dividend Scorecard, Yield Chart, & Dividend Growth. More on Micron Technology Micron's Stock May Plunge Following Earnings Results Micron: The 4-To-1 New Catalyst Earnings Preview: We'll See How Much Upside Micron Has Micron ticks down even as Q2 results, guidance blow past forecasts on AI strength Micron Technology Non-GAAP EPS of $12.20 beats by $3.54, revenue of $23.86B beats by $4.56B

布伦特原油站上110美元/桶，日内涨6.44%。 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。

Micron Sales Nearly Triple Amid Tight Memory Supply WSJ

Autozi Internet Technology ( AZI ) on Wednesday said it will implement a 1-for-10 share consolidation effective March 23, 2026, as it seeks to regain compliance with Nasdaq listing requirements. The company said each 10 ordinary shares will be consolidated into one share, with trading to begin on a split-adjusted basis under the same ticker symbol on the Nasdaq Global Market. Autozi added that the move aims to meet Nasdaq’s minimum bid price rule and maintain its listing. Source: Press Release More on Autozi Internet Technology Autozi Internet Technology (Global) receives two Nasdaq notices Financial information for Autozi Internet Technology

Seeking Alpha Seeking Alpha More on Micron Technology Micron's Stock May Plunge Following Earnings Results Micron: The 4-To-1 New Catalyst Earnings Preview: We'll See How Much Upside Micron Has Micron ticks down even as Q2 results, guidance blow past forecasts on AI strength Micron Technology Non-GAAP EPS of $12.20 beats by $3.54, revenue of $23.86B beats by $4.56B

The Timken Company ( TKR ) on Wednesday said it has acquired the assets and related businesses of North Carolina -based Bijur Delimon International (BDI), a designer and manufacturer of automated lubrication systems. Founded in 1872, BDI operates manufacturing locations in the United States , Europe and Asia Pacific . The business is expected to generate more than $60 million in sales in 2026. Timken funded the transaction with cash on hand and existing committed facilities. Other terms of the transaction were not disclosed. Source: Press Release More on Timken The Timken Company (TKR) Presents at 18th Annual Evercore Industrial Conference - Slideshow The Timken Company (TKR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript The Timken Company (TKR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 - Slideshow Timken climbs to all-time high as KeyBanc upgrades on expected industrial cycle inflection Timken targets 8% EPS growth and expands 80/20 strategy while advancing portfolio simplification

Saranya Yuenyong/iStock via Getty Images The First Trust Morningstar Dividend Leaders Index Fund ( FDL ) is a passively managed ETF focusing on high-yielding U.S. stocks that have stable and sustainable dividends. It tracks an index that screens for dividend consistency and earnings coverage. The FDL portfolio holds up to 100 companies, which are weighted by their annual payout. This educational article explains FDL’s strategy, what’s currently in the portfolio, performance over its two-decade history, how it tends to behave in different market environments, and how it compares to other dividend-focused ETFs. How is FDL Structured and What is Its Strategy? FDL tracks the Morningstar Dividend Leaders Index , which uses as its starting point the Morningstar US Market Index. The Dividend Leaders Index applies three filters to its broader parent. First, it excludes stocks whose dividend payments don’t count as qualifying income. This removes most REITs. Second, it screens for dividend consistency. A company’s current dividend per share must be equal to or greater than what it paid five years ago. Companies that have cut their per-share payout over that time are removed. Third, it applies a sustainability screen. A stock’s estimated EPS must exceed its declared dividend per share. This filters out payouts that look unsustainable based on expected earnings. Building The Morningstar Dividend Leaders Index (First Trust FDL Investor Guide) After those screens, the remaining stocks are ranked by dividend yield to arrive at the top 100. The portfolio is then weighted not by yield but by the total dollar value of each company’s expected dividends. This means a large company paying out billions in total dividends has a heavier portfolio weight than a smaller company with a higher yield. It’s why Exxon Mobil ( XOM ) is currently the largest holding even though it’s far from the highest-yielding stock in the fund. Individual positions are capped at 10% and the combined weight of a...

Shares of Coeur Mining (CDE 8.58%) crumbled on Wednesday, falling more than 8% by 3 p.m. ET. Coeur derives nearly 70% of its revenue from gold and 20% from silver, making it highly susceptible to the prices of both precious metals. Both gold and silver are in a downtrend, and March 18 provided investors with an even stronger reason to sell Coeur shares. Why is Coeur stock falling? Prices of gold and silver fell over 3% each on Wednesday ahead of the Federal Reserve's meeting. Oil prices, meanwhile, jumped as the conflicts in Iran and the Middle East escalated further. As widely feared, the Federal Reserve has kept interest rates steady amid stubborn inflation, a surge in oil prices, and increased economic and geopolitical uncertainty. Elevated interest rates make non-yielding assets like gold and silver less attractive to institutional investors, which is why these precious metals shed their safe-haven appeal and fell sharply on Wednesday, despite an ongoing war. Expand NYSE : CDE Coeur Mining Today's Change ( -8.58 %) $ -1.80 Current Price $ 19.23 Key Data Points Market Cap $14B Day's Range $ 19.17 - $ 20.37 52wk Range $ 4.58 - $ 27.77 Volume 1.1M Avg Vol 24M Gross Margin 39.31 % Since Coeur's revenue and cash flows are directly tied to precious metal prices, its stock tumbled on Wednesday and fell to its lowest level through the day after the Federal Reserve's announcement in the afternoon. What should you do with Coeur stock now? Watching your stocks bleed red is never easy, especially when geopolitical instability sends precious metals into a tailspin. It's hard to stay level-headed when the market feels like a guessing game. However, if you can look past the immediate volatility, Coeur Mining is about to make one of its biggest growth moves ever by acquiring New Gold (NGD 8.22%). The deal is expected to more than double Coeur's 2026 free cash flow to $2 billion while lowering costs and boosting margins. Coeur's revenue nearly doubled to $2.1 billion in 2025 on ...

NVIDIA Corporation (NASDAQ:NVDA) has delivered a 56% gain over the past year, yet 2026 has been a rougher ride. Shares are down 4% year-to-date and sit well below their 52-week high of $212.17. Most Wall Street analysts carry a consensus price target of $267.54, reflecting measured optimism. One analyst is making a far bolder call: ... Nvidia Price Target Raised to $325: Wall Street Says $1 Trillion Blackwell Revenue Is Coming

Nvidia Price Target Raised to $325: Wall Street Says $1 Trillion Blackwell Revenue Is Coming 24/7 Wall St.

Micron Technology (MU) Stock Rises on Q2 2026 Earnings Quiver Quantitative

KanawatTH/iStock via Getty Images Mag 7 Stocks Fall Far Behind the "Other 493" The "Magnificent 7" once accounted for the majority of U.S. stock market performance, delivering outsized returns from 2023 through Q3 2025. Collectively making up nearly one-third of the S&P 500’s market capitalization, their performance largely influenced the broad market's rise in the preceding three years. However, market leadership has begun to shift. As valuations pushed higher and growth expectations were increasingly scrutinized, the group's performance has weakened, turning yesterday’s market leaders into today’s laggards. The " Lag 7 " is a more fitting moniker. Meanwhile, the "Other 493" stocks have quietly outperformed, producing broad gains over the past six months, lifting the equal-weighted index, while the Lag 7 has pulled down the S&P 500. Mag 7 Stocks Pull S&P 500 Below Equal-Weight Index: 6-Month Returns Seeking Alpha This shift in market leadership raises an important question: Are these mega-cap giants still worth owning? How I Used the Quant System to Review the Mag 7 Stocks If you’re not familiar with how the Quant Ratings and Factor Grades work, the system grades each stock by five "factors," which are Value, Growth, Profitability, Momentum, and EPS Revisions. To do this, we compare the relevant metrics for the factor in question for the stock to the same metrics for the other stocks in its sector. The factor is then assigned a grade, from A+ to F. To maximize the predictive value of the Quant Rating, some factors are weighted higher than others. In my review of the Mag 7 stocks, I analyzed each company’s Factor Grades to explain each of their respective Quant Ratings. 1. Amazon.com Inc ( AMZN ) Market Capitalization: $2.31T Quant Rating: Strong Buy Quant Sector Ranking (as of 03/18/2026): 16 out of 479 Quant Industry Ranking (as of 03/18/2026): 2 out of 26 Sector: Consumer Discretionary Industry: Broadline Retail Seeking Alpha Amazon stands out as the only Quant "...

美光预计第三季度资本开支约70亿美元 2026-03-19 04:20:43 来源： 同花顺7x24快讯 分享 美光预计第三季度资本开支约70亿美元，预估为59.2亿美元。

Micron Technology, Inc. Reports Results for the Second Quarter of Fiscal 2026 The Manila Times

Micron Blows Past Q2 Estimates, Expects 'Significant Records Again' In Q3 Benzinga

格隆汇3月19日｜卡塔尔当局表示，伊朗发射的一枚弹道导弹击中了卡塔尔拉斯拉凡工业城，该地是重要的液化天然气枢纽所在地，袭击引发火灾并造成“严重破坏”。卡塔尔国防部称，共拦截了四枚导弹，但第五枚落入该区域，随后另有两枚瞄准拉斯拉凡的导弹被拦截。在伊朗方面威胁将这些设施视为“合法且首要打击目标”之后，卡塔尔、沙特和阿联酋的石油官员已对炼油厂、石化设施和气田进行人员疏散。

北京时间3月19日凌晨，美股周三收跌， 道琼斯 工业平均指数创今年以来新低。在美以对伊战争导致油价飙升的背景下，美国最新经济数据显示通胀继续发酵，美联储主席的评论进一步加剧了市场对于美国通胀高企的担忧。 道指跌768.11点，跌幅为1.63%，报46225.15点；纳指跌327.11点，跌幅为1.46%，报22152.42点；标普500指数跌91.39点，跌幅为1.36%，报6624.70点。 道琼斯工业平均指数周三跌破了关键的技术水平，暗示未来可能面临困境。该指数自2025年6月以来首次跌破其200日移动均线，表明其长期趋势消极。 道琼斯工业平均指数创今年以来新低。该蓝筹股指数本月累计下跌逾5%，或将迎来自2022年以来最糟糕的一个月。标准普尔500指数下跌1.2%， 纳斯达克 综合指数下跌1.3%。 美联储将联邦基金利率维持在3.5%至3.75%的区间不变，并在会后声明中表示，“中东局势发展对美国经济的影响尚不确定”。 美联储主席鲍威尔在新闻发布会上表示：“预计我们将在通胀方面取得进展 ，虽然没有我们希望的那么多 ，但还是会取得一些进展。”不过，美联储暗示，预计今年仍将有一次降息。 鲍威尔还表示，即使伊朗战争导致能源价格飙升，美国当前的经济形势也与上世纪70年代的“滞胀”相去甚远，目前的通胀率仅比目标高出一个百分点，失业率也很低。 鲍威尔在美联储维持政策利率稳定后的新闻发布会上说：“我会把‘滞胀’一词留给远比现在严重得多的情况。我们现在的情况并非如此。” 鲍威尔补充说：“我们所面临的是目标之间的一些紧张关系，我们正试图设法解决。这是一个非常困难的局面，但与20世纪70年代所面临的情况完全不同，我将‘滞胀’这个词留给那个时期。也许这只是我的看法。” 批发通胀升温。 生产者价格指数（PPI）追踪批发价格的变化，该指数2月份上涨0.7%，远高于道琼斯调查的经济学家预测的0.3%。报告显示，早在伊朗战争爆发之前，通胀就处于不稳定状态。随着油价上涨，这场战争加剧了人们对滞胀的担忧。 CrossCheck Management首席投资官托德·舍恩伯格表示：“这一数字高于预期，是关税造成的。”他指出，金属、工业投入和制造业成本的价格都在上涨。“这是结构性通胀，而非暂时性的，可能会对第三季度的货币政策产生深远影响。” 舍恩伯格接着说：“再加上自伊朗战争开始以来，能源价格不断上涨...

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Joe is thinking about... The chart of the 2-year yield tells the whole story of the day. The rate briefly dipped at 2 p.m. when the FOMC statement came out and we got this headline: *FED MAINTAINS PROJECTIONS FOR ONE RATE CUT IN 2026, ONE IN 2027 This wasn’t inevitable. With oil prices surging, and other measures of inflation firm, it would not be crazy at all for the FOMC to have taken cuts completely off the table. But as of right now, they still lean in a dovish direction. But then the very first question of Jerome Powell’s press conference, from Colby Smith of the FOMC, had to do with how the Fed is thinking about the oil price shock, and whether the fact that inflation has been above target for 5 years now will inform how the Fed is thinking about the problem. And after a little bit of throat clearing, Powell confirmed that yes it would. The fact that the Fed has missed its target for so long reduces the Fed’s comfort for looking through shocks that in another era might have been considered transitory. And this really set the tone for the entire Q&A portion of the press conference. Yes, the Fed is probably still overall slightly inclined to cut rates, particularly because so many of the various factors out there are logically one-offs. But the more one-offs you have (one-off pandemic, one-off war in Ukraine, one-off tariffs, one-off war in Iran etc.) the greater the perceived risk that inflation expectations become unmoored. Now I’m not sure if t...