当地时间周三，美联储主席杰罗姆·鲍威尔表示，在其联邦储备委员会主席任期于5月中旬届满后，只要继任者尚未获得参议院确认，他将继续留任并主持联储工作。 这一结果与美国总统唐纳德·特朗普一直推动的方向正好相反。 过去数月，特朗普持续对鲍威尔施加异常强烈压力，公开要求大幅降息，并一度威胁要在其任期结束前将其撤职。这种施压在美国司法部就鲍威尔去年夏天围绕联储25亿美元办公楼翻新项目向国会作证一事启动刑事调查后达到高潮。 但这种压力反而产生了反效果。 来自北卡罗来纳州的共和党参议员汤姆·蒂利斯——参议院银行委员会关键成员——拒绝推动凯文·沃什接任鲍威尔的提名进入下一程序，除非司法部对鲍威尔的调查正式结束。 这一阻碍使政府原定时间表陷入停滞，也可能延长这位白宫数月来一直试图逼退的联储主席任期。 特朗普今年1月曾表示将提名前联储理事沃什，但参议院至今尚未安排相关听证。 鲍威尔周三对记者表示：“法律就是这样规定的。” 他补充说，这种情况过去已有多次先例，包括他在拜登政府时期首次主席任期届满而参议院尚未完成再次确认时。 鲍威尔还表示，在司法调查结束之前，他不会离开联储。 即便卸任主席职务后，他仍可选择继续以联储理事身份留任至2028年初，从而继续占据联储七人理事会中的一个关键席位，使白宫无法立即获得这一席位。 他说：“在调查真正彻底结束，并且具备透明和最终结论之前，我无意离开理事会。” 白宫未回应置评请求。 一些分析人士认为，打破当前僵局的方法其实很简单，只是政府没有选择这样做。 投资经理Mark Spindel表示，政府本身掌握着解决僵局的钥匙。 他说：“特朗普只需一秒钟就能结束这一切，蒂利斯就会退让，沃什也会很快获得确认。这完全是总统可以立刻解决的问题。” 鲍威尔发表上述言论前一周，华盛顿联邦地区法院首席法官詹姆斯·博斯伯格撤销了与调查相关的两项传票，裁定该调查缺乏依据。 美国检察官珍宁·皮罗——特朗普的重要盟友——表示司法部将对此提出上诉，并淡化调查可能拖延沃什确认程序的担忧。 围绕联储领导层的争斗并不限于鲍威尔。 特朗普还试图解除联储理事丽莎·库克职务，但美国最高法院已暗示，在其通过法院挑战解职决定期间，她很可能仍可继续留任。 这意味着白宫重塑联储七人理事会的努力在两个方向上同时受阻。 据两名了解内部讨论的人士透露，近期联储工作人员开始担心，白宫可能发起新的法律争议：在5月中旬...

Achmea Investment Management B.V. lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,021,144 shares of the iPhone maker's stock after acquiring an additional 15,848 shares during the period. Apple comprises approximately 6.4% of Achmea Investment Management B.V.'s holdings, making the stock its 2nd largest holding. Achmea Investment Management B.V.'s holdings in Apple were worth $514,644,000 at the end of the most recent quarter. Get Apple alerts: Sign Up Other large investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC bought a new position in Apple during the 1st quarter worth $17,472,482,000. PKS Advisory Services LLC increased its position in Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after buying an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC lifted its stake in Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp lifted its stake in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors. Apple Trading Down 1.7% Shares of NASDAQ:AAPL opened at $249.94 on Thursday. The company has a 50 day moving average of $261.42 and a 200-day moving average of $261.95. The company has a current ratio of 0.97, a quick...

Achmea Investment Management B.V. cut its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,549,405 shares of the computer hardware maker's stock after selling 28,026 shares during the quarter. NVIDIA makes up approximately 8.2% of Achmea Investment Management B.V.'s holdings, making the stock its biggest holding. Achmea Investment Management B.V.'s holdings in NVIDIA were worth $662,248,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up Other institutional investors and hedge funds have also recently modified their holdings of the company. Winnow Wealth LLC purchased a new stake in shares of NVIDIA in the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC increased its holdings in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in NVIDIA in the second quarter worth approximately $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA in the third quarter worth approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA during the second quarter worth $54,000. Institutional investors own 65.27% of the company's stock. Insider Activity at NVIDIA In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of the firm's stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the transaction, the director owned 7,621,453 shares of the company's stock, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. The transaction was disc...

Achmea Investment Management B.V. grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 949,310 shares of the software giant's stock after buying an additional 15,700 shares during the period. Microsoft accounts for about 6.1% of Achmea Investment Management B.V.'s holdings, making the stock its 3rd biggest holding. Achmea Investment Management B.V.'s holdings in Microsoft were worth $491,695,000 as of its most recent filing with the Securities and Exchange Commission. Get Microsoft alerts: Sign Up A number of other hedge funds also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the period. Bayforest Capital Ltd acquired a new stake in Microsoft during the 3rd quarter worth about $38,000. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth about $44,000. Sellwood Investment Partners LLC bought a new position in shares of Microsoft in the 3rd quarter worth about $49,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft in the 2nd quarter worth about $50,000. 71.13% of the stock is currently owned by institutional investors. Insider Buying and Selling at Microsoft In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document...

Achmea Investment Management B.V. grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 557,250 shares of the information services provider's stock after buying an additional 4,430 shares during the quarter. Alphabet accounts for 1.7% of Achmea Investment Management B.V.'s portfolio, making the stock its 8th largest position. Achmea Investment Management B.V.'s holdings in Alphabet were worth $135,718,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up Other hedge funds and other institutional investors have also made changes to their positions in the company. Tradewinds LLC. boosted its stake in Alphabet by 2,134.8% in the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock valued at $10,984,000 after acquiring an additional 43,080 shares during the period. Atlantic Union Bankshares Corp raised its position in shares of Alphabet by 31.3% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider's stock worth $86,345,000 after purchasing an additional 84,553 shares during the period. Baltimore Washington Financial Advisors Inc. lifted its holdings in shares of Alphabet by 0.9% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock worth $53,920,000 after purchasing an additional 2,009 shares during the last quarter. CWA Asset Management Group LLC lifted its holdings in shares of Alphabet by 2.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider's stock worth $38,272,000 after purchasing an additional 3,444 shares during the last quarter. Finally, American National Bank of Texas acquired a new position in Alphabet during the 3rd quarter valued at approxi...

AIA Group Ltd lifted its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 103.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 114,244 shares of the wireless technology company's stock after acquiring an additional 58,072 shares during the period. AIA Group Ltd's holdings in Qualcomm were worth $19,006,000 as of its most recent SEC filing. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in QCOM. Harbor Capital Advisors Inc. increased its position in shares of Qualcomm by 72.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company's stock valued at $26,000 after purchasing an additional 65 shares during the last quarter. Cloud Capital Management LLC bought a new stake in Qualcomm in the 3rd quarter worth approximately $27,000. Winnow Wealth LLC purchased a new stake in Qualcomm in the second quarter worth approximately $32,000. Lavaca Capital LLC purchased a new stake in Qualcomm in the second quarter worth approximately $32,000. Finally, Guerra Advisors Inc bought a new position in Qualcomm during the third quarter valued at approximately $39,000. 74.35% of the stock is currently owned by hedge funds and other institutional investors. Get Qualcomm alerts: Sign Up Wall Street Analysts Forecast Growth A number of equities research analysts have recently weighed in on QCOM shares. Bank of America started coverage on shares of Qualcomm in a report on Tuesday, March 10th. They issued an "underperform" rating and a $145.00 price objective for the company. Loop Capital raised shares of Qualcomm from a "hold" rating to a "buy" rating and set a $185.00 target price on the stock in a report on Tuesday, February 24th. Mizuho decreased their target price on shares of Qualcomm from $160.00 to $140.00 and set a "neutral" rating on the stock in a research report on Thursday, February 5th. Zacks Research dow...

AIA Group Ltd lifted its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 89.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 382,641 shares of the chip maker's stock after acquiring an additional 180,504 shares during the period. AIA Group Ltd's holdings in Intel were worth $12,838,000 as of its most recent filing with the Securities and Exchange Commission. Several other large investors have also made changes to their positions in INTC. Bank of Nova Scotia boosted its holdings in shares of Intel by 2.3% in the 2nd quarter. Bank of Nova Scotia now owns 2,332,433 shares of the chip maker's stock valued at $52,246,000 after purchasing an additional 51,383 shares in the last quarter. Norges Bank acquired a new position in shares of Intel during the 2nd quarter worth $1,579,378,000. Engineers Gate Manager LP raised its holdings in shares of Intel by 91.8% during the 2nd quarter. Engineers Gate Manager LP now owns 765,091 shares of the chip maker's stock worth $17,138,000 after buying an additional 366,092 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Intel by 2.3% during the 2nd quarter. Vanguard Group Inc. now owns 385,903,735 shares of the chip maker's stock worth $8,644,244,000 after buying an additional 8,513,298 shares during the last quarter. Finally, Isthmus Partners LLC lifted its position in shares of Intel by 100.1% during the 2nd quarter. Isthmus Partners LLC now owns 247,660 shares of the chip maker's stock worth $5,548,000 after buying an additional 123,895 shares during the last quarter. Institutional investors and hedge funds own 64.53% of the company's stock. Get Intel alerts: Sign Up Wall Street Analysts Forecast Growth A number of research analysts have issued reports on INTC shares. Citigroup decreased their target price on Intel from $50.00 to $48.00 and set a "neutral" rating on the stock in a research ...

AIA Group Ltd Has $12.84 Million Position in Intel Corporation $INTC MarketBeat

AIA Group Ltd Increases Stock Position in Qualcomm Incorporated $QCOM MarketBeat

大家都看到了，小米说涨价“扛的肉疼”，传音、联想、OPPO和vivo先后涨价了。 整个消费电子行业都在尝试用涨价对冲内存成本上涨对利润的侵蚀。很快，涨价的冲击便传导到了消费端。 “我买的 一颗终身质保的内存条遇到问题 ，售后近一个月没有实质性进展，”一位消费者在邮件中写道，但遭遇了客服反馈 无法维修、无法换新，只能办理退款的困境。 消费者要求提供终生质保，平台只愿意办理退款，是 内存价格暴涨带来的履约矛盾 ，关键就在于“暴涨”二字。 在社交媒体上，各大电商平台的评论区，很容易看到有关内存价格翻倍的讨论，存储一跃成为“年度理财产品”，被业界调侃为电子黄金，而 一路走高的产品价格，同时背刺“赛博玩家”和消费电子厂商。 按照小米总裁卢伟冰的说法，仅仅 2026年第一季度，内存报价同比增长400% ，从30美元暴涨到了120美元以上。 一位Mini主机品牌创业者表示，本来成本就高，加上存储涨价，价格直接涨飞了。“以前用户是觉得‘好贵’，现在直接根本不看了，他们并不在乎你的内存和硬盘有多大。” 01、内存暴涨，苹果也扛不住 中国手机厂商当中，被誉为“非洲手机之王”的传音最先感受到了存储涨价的寒意。 “各家都很头大， 成本、售价、预算，都会有直接影响 。”在被问及存储涨价带来的冲击时，一位传音内部人士说。 此前，传音在2025年业绩快报公告中表示，由于受供应链成本影响，存储等元器件价格上涨较多，对公司的产品成本和毛利率造成一定影响，导致报告期内公司整体毛利率出现下滑态势。 “它去年股价跌这么多，因为市场上都说传音没货了，不是说价格问题，是没货了。” 一位长期跟踪存储产业的研究员强调传音已没有内存库存 ， 不过断货的消息未得到腾讯科技的进一步证实。 小米总裁卢伟冰在MWC展会上对内存涨价的疯狂程度进行了量化。 卢伟冰透露， 今年一季度内存的报价大约是去年一季度价格的近4倍 ，“一个12GB+256GB的内存（组合），在价格低点时，大概30多美元，四倍的话意味着它已经到了120-130美元。” 存储之困，不管是国产手机，还是巨头苹果也顶不住。 刚刚过去的第一财季业绩会上， 库克在被问及供应链时，提及了两大不确定性，天风国际证券知名分析师郭明錤将其概括为供应限制和成本压力 ，只不过供应限制对应的是SoC所需要的先进工艺，而成本压力主要体现在内存采购上。 “我们所面临的限制是来自于先进...

格隆汇3月19日｜据央视，德国总理默茨3月18日在德国联邦议院发表讲话时表示，美国事先并未就联合以色列打击伊朗的军事行动征询德国意见，也未将欧洲援助视为必要，否则德方会对这次行动予以劝阻。默茨表示，只要战争持续，德国就不会参与在霍尔木兹海峡的军事护航。护航行动既缺乏相关计划，也缺乏联合国、欧盟或北约的授权。默茨说，这场战事“伤害了所有人”，对包括美国在内的各方都造成了巨大损失，欧洲希望战事早日结束，避免中东地区局势进一步升级。

格隆汇3月19日｜行情显示，比特币一度跌破7万美元关口，现报70053.6美元，过去24小时内跌5.24%；以太坊跌至2164.5美元，过去24小时内跌6.7%。

电影和电视项目的拍摄和制作正在从洛杉矶这一昔日重地向美国其他地方以及海外转移。 第98届奥斯卡奖颁奖典礼近日在美国好莱坞杜比剧院落幕。但星光之下，好莱坞面临隐忧：电影和电视项目的拍摄和制作正在从洛杉矶这一昔日重地向美国其他地方以及海外转移。 历史首次，在得到最佳影片提名的十部作品中，没有一部拍摄于洛杉矶，仅有少部分作品在此完成了后期制作，譬如最终摘下最佳影片桂冠的《一战再战》拍摄于加利福尼亚州其他城市，其余入围影片，有的主要取景地在美国路易斯安那州、纽约州和华盛顿州，有的集中于欧洲、巴西和加拿大。 电影制作追踪服务公司ProdPro的统计，去年在加州拍摄的电影和电视项目减少了20% ，制作支出同比下降22%，预计将给加州带来超10亿美元的资金损失。 大片制作从好莱坞“出走” 经历了疫情初期的停滞，流媒体泡沫的破裂以及持续大半年的好莱坞大罢工后，洛杉矶的影视制作并没有如期迎来复苏。好莱坞数据提供商Luminate1月发布的年度报告显示，去年在洛杉矶拍摄的电影和电视节目数量同比下降接近四分之一。据非营利组织FilmLA也报告，2022年，在洛杉矶拍摄的影视项目贡献了3.6万个拍摄日，而仅过了三年，这一数据就几乎腰斩至不足2万天。 洛杉矶当地高昂的制作成本、繁琐的审批手续让不少制作团队先是出走至成本更低、 税收优惠更多的美国佐治亚州、新墨西哥州等州，近年来更是热衷于选择加拿大、英国、爱尔兰和澳大利亚等国家进行海外拍摄。 ProdPro今年1月发布的报告显示，2025年，在预算超过4000万美元的电视和电影项目中，美国的支出总额为121.5亿美元，虽然仍居首位，但较去年下降了20%。而美国电视剧集产量下滑也波及了邻国加拿大，去年加拿大支出总额为46.1亿美元，下跌13%。相较之下，英国（69.7亿美元），爱尔兰（3.2亿美元）和德国、匈牙利和捷克（15.3亿美元）则分别同比增长15%、42%和78%。 “制片厂在海外拍摄电影项目其实已经很多年了，并不是什么新鲜事，比如加拿大一直都是好莱坞的后花园。”曾在美国参与多部独立电影拍摄的影视从业者朱迪（化名）对第一财经记者表示，对于规模大的制片厂项目，为节省成本前往海外拍摄是业内常见做法。“工会项目一般都有最低工资和工作时长的要求，即使是不受工会管制的短剧项目，美国的人工成本也是其他国家的很多倍。”她补充称，除了用工成本，近年的通货...

We have selected seven Lifestyle stories from the past seven days that resonated with our readers. If you would like to see more of our reporting, please consider subscribing The seven-member group – made up of members RM, Jin, Suga, J-Hope, Jimin, V and Jung Kook – will stage a free comeback performance in front of 22,000 fans, marking their first full show as a collective in nearly three and a half years, after the septet completed their mandatory military service. Jenny Yue in February 2021 (left) weighing nearly 78kg, and in January 2023 (right) when she was about 56kg. Having rapidly put on weight during the pandemic, Yue lost it again by eating more healthily and doing regular exercise. Photo: Jenny Yue The resident of Vancouver, in the Canadian province of British Columbia, not only lost more than 22kg (48 pounds) but also took up bodybuilding and launched a freeze-dried-fruit business with her husband. Taiwan-born Eric Hsu never imagined his hard-earned chemistry degree would be put to use making tofu and soy products in Australia.

Wage growth slowed sharply in the three months to January according to the latest snapshot of the jobs market from the Office for National Statistics. Average earnings fell to 3.8% in the three months to January, from 4.2%, which was a larger fall than forecast by City economists. It was the slowest rate of wage growth in more than five years. The unemployment rate was unchanged at 5.2%. Liz McKeown, the director of economic statistics at the ONS, said: “Labour market conditions were little changed at the start of the year. The number of workers on payroll rose slightly in the latest month but, overall, the recent picture has been broadly flat. “Unemployment remains at the rate reported last month, up on the quarter and the year, while the number of vacancies remains largely stable, with declines among smaller firms being offset by rises among larger ones. “Regular wage growth is at its lowest rate in more than five years, with pay growth in both the private and public sectors continuing to ease.” The slowdown in wage growth is unlikely to sway Bank of England policymakers, who meet later today and are expected to leave interest rates on hold at 3.75% amid the Middle East conflict and a steep rise in oil prices. Pay surveys have shown a drop in pay awards over the past year across the private and public sectors. Before the war on Iran, central bank policymakers were expected to cut interest rates to prevent the economy from sliding into recession, but concerns about a rise in inflation caused by higher oil prices was expected to stay their hand. On Wednesday the US Federal Reserve held interest rates at a range of 3.5% to 3.75%, resisting pressure from Donald Trump to lower them.

上海生物医药产业持续吸引全球资本布局，外资医疗企业加码在沪投资。阿斯利康（AZN）今日宣布，计划在上海建立细胞疗法商业化生产供应基地与创新中心，将成为首家在中国拥有端到端细胞治疗能力的全球领先生物制药企业。同日，公司与上海市科学技术委员会及英国领先科研与金融机构签署多方合作谅解备忘录。(新民晚报)

最近，相信大家的钱包都感受到了地球另一边的“热情”。 西边那旮旯，伊朗的夜空那是相当热闹，礼花漫天飞舞，跟不要钱似的。 虽然咱们主打一个热爱和平，隔岸观火，但这股“热情”还是顺着输油管，一路“烧”到了咱们的加油枪里。 以前开车去加油站，是心头一紧，看着跳动的数字觉得肉疼；现在那是眼前一黑，加满一箱油的感觉，就像是在给中东的老铁众筹买导弹。 这时候，电车车主们，终于挺直了腰杆，端起泡着枸杞的保温杯，露出慈母般的微笑：“开，随便开！一公里几分钱，洒洒水啦~周末跑个百来公里去爬个山、露个营，咱主打就是一个低碳环保，顺便还能看你们排队加油。” 这一刻，什么续航焦虑，什么充电排队，都被油价带来的优越感冲刷得干干净净。 但说实话，你要是这么想，可就太小看“头顶一块布，全球我最富”的含金量了。 中东那帮躺在油海上的王爷们，要是光指着从油车车主口袋里薅那点油钱，他们还真盖不起哈利法塔。 说白了， 你电车车主的钱包，也别想轻易逃出人家的五指山。 这不，你不是喜欢开着电车去户外享受小资生活吗？行，冲锋衣这就给你涨起来。 冲锋衣居然是中东的“土特产”？ 玩笑归玩笑，中东的老爷们倒也没有真盯着谁的钱包，只不过石油这玩意，真的太好使了，属于老天爷掰开嘴硬喂饭吃，你不要都不行。 因为冲锋衣这玩意，穿过的都知道，比军大衣抗风，比雨衣防水。换句话说，他不是传统的服装，是现代工业的产物，没有石油就造不出来。 对外经济贸易大学的专家董秀成说得非常直白：冲锋衣，90%以上是石油做的。 是不是感觉脑子嗡的一下，想起了被高中化学支配的恐惧？ 没错，石油是混合物，通过加热、分馏、裂解，把长链碳氢化合物打断，变成乙烯、丙烯、苯这类小分子，吧啦吧啦……….. 简而言之，它是这么个加工的过程，石油 → 加热裂解 → 变成小分子化学原料 → 聚合拉丝 → 做成化纤面料（涤纶、锦纶、腈纶…） 同时，他也是一条刚性的传导链条，有多刚？ 就这么说吧，就在前几天，涤纶的报价一夜之间涨超20%，直接往上窜了2000块钱一吨。有些面料厂一看这阵势，直接把订单停了。 为啥不接单？ 老板的原话说的也很实在：“现在价格一天一变，接了单等于赌博。万一明天纱价跌了（虽然不太可能），客户得找我麻烦；万一明天又涨了（这才是常态），我就得亏掉裤衩。与其撕逼，不如躺平。” 这一下可苦了那些服装巨头。 本来服装就是个苦哈哈的行业，利润薄如纸，好不容...

Palantir (PLTR 1.49%) has been on an epic run in recent years, but it hasn't all been smooth sailing. The data analytics and artificial intelligence (AI) specialist has delivered stock price gains of 1,860% over the past three years, but has fallen 20% or more on at least 10 occasions. That's not all. Between 2021 and 2023, Palantir stock plunged more than 80% -- so it isn't for the faint of heart. The stock currently sells for a head-turning 244 times earnings and 117 times forward earnings (as of this writing), yet one Wall Street analyst sees Palantir as a "premier growth story." UBS thinks Palantir is a buy UBS analyst Karl Keirstea recently raised eyebrows, maintaining a buy rating on the stock and raising his price target on Palantir to $200. For those keeping score at home, this represents potential upside for investors of 29% compared to Tuesday's closing price. The analyst didn't provide commentary for his latest price target hike, but was vocal about his reasoning when he upgraded the stock less than three weeks ago. Keirstea pointed out that Palantir stands "at the nexus of the two most powerful spending trends -- AI and data." He also cites channel checks suggesting that Palantir is "facing a very strong demand backdrop." I think the analyst's assessment is spot on. In the fourth quarter, Palantir's revenue of $1.4 billion grew 70% year over year, marking its 10th consecutive quarter of accelerating growth, but that's just the tip of the iceberg. Its U.S. commercial segment -- which includes its flagship Artificial Intelligence Platform (AIP) -- soared 137% year over year and 28% sequentially, and now accounts for 36% of Palantir's total revenue. Enterprise users and government agencies alike are leveraging AIP for real-world AI solutions. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -1.49 %) $ -2.31 Current Price $ 152.77 Key Data Points Market Cap $365B Day's Range $ 152.61 - $ 156.69 52wk Range $ 66.12 - $ 207.52 Volume 32M Avg Vol 48M ...

sumoyut/iStock via Getty Images Gold producers are enjoying a favorable pricing backdrop, with bullion remaining elevated after surging on geopolitical risk and haven demand. That windfall is lifting topline figures sharply across the sector, yet the same high price environment is increasingly a source of margin pressure as cost inputs, royalties and taxes ratchet up. Gold prices pushed past January highs in early March as tensions surrounding the Iran conflict unsettled markets, reinforcing bullion’s status as a haven asset. Although prices have since eased, they still remain historically high. This has translated into significant revenue growth expectations for producers, Visible Alpha consensus show. At the same time, producers are contending with rising all-in sustaining costs (AISC), a comprehensive industry measure of cash costs inclusive of sustaining capital, royalties and other site costs. Inflationary pressures across labor, energy, and materials combined with royalty regimes that scale with the gold price are expected to push AISC materially higher for many miners. Visible Alpha consensus forecasts point to pronounced cost escalation in 2026. Estimates suggest B2Gold’s ( BTG ) AISC could climb about 58% year-on-year to roughly $2,507 per ounce, driven by production transitions, deferred stripping, and an expanded royalty bill. Endeavour Mining ( EDVMF ) and Eldorado Gold ( EGO ) are also expected to see AISC rise about 31% and 29%, respectively, with Newmont ( NEM ) facing a projected 20% increase. Other large producers such as Agnico Eagle Mines ( AEM ), Barrick Mining ( B ) and AngloGold Ashanti ( AU ) are anticipated to report more moderate 10–15% increases. Royalty burdens are an increasingly salient factor for cost inflation. Ghana, Africa’s largest gold exporter, has cancelled long-term mining deals and raised royalty rates to align with elevated gold prices, effective March 2026. In Turkey, legal changes effective from July last year widened slidin...

Key Points Palantir stock has gained 1,860% over the past three years, with a commensurate rise in its valuation. The data analytics and AI company is forecasting high double-digit growth for the coming year. One analyst describes Palantir as a "premier growth story." 10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) has been on an epic run in recent years, but it hasn't all been smooth sailing. The data analytics and artificial intelligence (AI) specialist has delivered stock price gains of 1,860% over the past three years, but has fallen 20% or more on at least 10 occasions. That's not all. Between 2021 and 2023, Palantir stock plunged more than 80% -- so it isn't for the faint of heart. The stock currently sells for a head-turning 244 times earnings and 117 times forward earnings (as of this writing), yet one Wall Street analyst sees Palantir as a "premier growth story." 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 » UBS thinks Palantir is a buy UBS analyst Karl Keirstea recently raised eyebrows, maintaining a buy rating on the stock and raising his price target on Palantir to $200. For those keeping score at home, this represents potential upside for investors of 29% compared to Tuesday's closing price. The analyst didn't provide commentary for his latest price target hike, but was vocal about his reasoning when he upgraded the stock less than three weeks ago. Keirstea pointed out that Palantir stands "at the nexus of the two most powerful spending trends -- AI and data." He also cites channel checks suggesting that Palantir is "facing a very strong demand backdrop." I think the analyst's assessment is spot on. In the fourth quarter, Palantir's revenue of $1.4 billion grew 70% year over year, marking its 10th consecutive quarter of accelerating growth, but that's j...

中芯國際(00981)出現大手買入10.2萬股，成交價$60.3，涉資615.06萬 AASTOCKS.com

小米集團－Ｗ(01810)出現大手賣出14.6萬股，成交價$36.26，涉資529.396萬 AASTOCKS.com

Rolling coverage of the latest economic and financial news Fed holds interest rates steady as Iran war drives up oil prices and inflation fears Middle East crisis live: Trump threatens to ‘blow up’ entire South Pars gasfield if Iran strikes Qatar The oil price is rising rapidly again today, adding to the headache facing central bankers. Brent crude is up 5.9% at $113.76 a barrel, as tensions escalate in the Middle East. “Expectations for UK interest rates have shifted materially in recent weeks, with markets now anticipating that the Bank of England will hold rates in March, keeping rates at 3.75%, despite previously pricing in a cut. The primary driver has been the rise in oil and gas prices linked to the Iran conflict, which has pushed inflation risks higher. This creates a difficult backdrop for both policymakers and investors. In fixed income markets, UK government bonds have already come under pressure at times, with yields rising as rate‑cut expectations have been pared back and, more recently, partly restored. Shorter‑dated bonds are now reflecting a more uncertain path for policy rather than a straightforward easing cycle. Continue reading...

中芯國際(00981)出現大手買入10.2萬股，成交價$60.3，涉資615.06萬 aastocks.com

小米集團－Ｗ(01810)出現大手賣出14.6萬股，成交價$36.26，涉資529.396萬 AASTOCKS.com

当OpenClaw在中国市场迅速走红，从开发者社区到普通用户层面掀起一轮“本地AI智能体”热潮，其意义显然已不止于一个开源项目的成功。在某种程度上它更像一面镜子，折射出中国AI产业在应用层面快速落地、场景丰富、体验驱动的强大创新能力。 但如果我们将视角拉长，这场热潮同样暴露出一个更深层的问题，那就是支撑这些应用繁荣的底层能力，我们仍然存在不小的差距。无论是基础大模型，还是高端算力体系，中国AI仍处在“追赶与突破并存”的阶段。从这个角度看，OpenClaw的火爆，与其说是一次胜利，不如说是一种提醒。 OpenClaw火爆，其根基基础大模型差距犹存 OpenClaw之所以能够迅速破圈，本质上并不只是产品设计或工程实现的成功，而是站在大模型能力已经足够“可用”的拐点之上，即智能体（Agent）形态的爆发，依赖的是模型在理解、推理和执行任务方面的综合能力达到一个临界值。 换言之，没有基础大模型能力的支撑，就不会有OpenClaw的应用繁荣。但问题在于，这一“底座”本身，我们与国外主流大模型相比仍存在客观差距。 根据Epoch AI今年年初发布的报告（《Chinese AI models have lagged the US frontier by 7 months on average since 2023》，以下简称报告），自2023年以来，处于AI能力前沿的顶级模型几乎均出自美国，中国最佳模型在Epoch Capabilities Index（ECI）上的平均“时间差”约为7个月。报告给出的区间是在开源快速迭代期（如DeepSeek‑R1奋力追近Claude 3.5）时差距可缩小至约4个月，而在美国闭源新模型（如o3 系列）刚发布的窗口期，差距一度拉大到约14个月，均值则相对稳定在7个月左右。趋势虽在缓慢改善，但尚未收敛到“零差距”。 具体到节奏上，美国AI模型的更新频率极高，从GPT‑4到o1，再到GPT‑5和新一代Gemini系列，几乎不存在长时间的停滞窗口，且能力跃迁并不完全依赖参数规模，而更多来自训练范式、推理路径设计、对中间状态的显式建模等方向的系统创新。例如o1系列在推理路径、思考过程建模上的工程化尝试。 相比之下，中国AI模型呈现出典型的“跳跃式追赶曲线”。从Baichuan2、Qwen‑14B 到Yi‑34B，再到DeepSeek‑V2、Qwen2.5、...

格隆汇3月19日｜英国国家统计局周四公布的数据显示，截至1月份的三个月内，英国失业率维持在近五年来的最高水平。中东战争可能在未来几个月打击经济增长，并推动失业率进一步走高。数据显示，截至1月份的三个月失业率为5.2%，与截至去年12月的三个月数据持平。不包括奖金的年平均工资增长率为3.8%，低于修正后的前值4.1%。接受《华尔街日报》调查的经济学家此前预计失业率为5.2%，调整后工资增长率为4.0%。

格隆汇3月19日｜浙商证券研报指出，宁德时代25Q4业绩亮眼，增长有望延续。2025年营业收入4237亿元，同比+17%。归母净利润722亿元，同比+42%；2025Q4单季度营业收入1406亿元，同比+37%，环比+35%。归母净利润232亿元，同比+57%，环比+25%。订单高增，流动性稳健。截至2025Q4，合同负债492亿元（yoy+76.9%），货币资金及交易性金融资产合计3925亿元，2025年经营性现金流量净额1332亿元，与归母净利润比值1.8。动力电池方面，主力产品性能升级+开拓商用车/无人场景，增长有望持续。储能电池方面，看好公用事业、工商业、数据中心应用前景。公司产能紧缺+大幅扩建，加码海外市场、前瞻布局新领域。维持“买入”评级。

格隆汇3月19日｜南下资金净买入港股超180亿港元。

spawns/iStock via Getty Images In my view, the iShares MSCI USA Quality GARP ETF ( GARP ) is a Hold, even though it has a few notable advantages. As Brent price has entrenched well above $100 a barrel (and some corners of the market are even more stressed, with Platts Dubai crude price currently above $150) and there are no clear signs of de-escalation that would restore supply or at least make the oil and gas market imbalances less pronounced (and a lot of damage has already been done), I see a significant risk that investors will quickly abandon February 2020-style complacency, and this will disproportionately affect longer-duration equities GARP is heavy in. Besides, there is data demonstrating that GARP is prone to deeper drawdowns than the iShares Core S&P 500 ETF ( IVV ), plus its risk-adjusted returns were notably weaker than IVV's despite a higher CAGR in the past. That said, I like GARP's factor mix, especially the combination of growth and quality. So, I am constructive on the ETF, but owing to its unappealing risk metrics, I am not advocating for a bullish stance today. GARP Strategy and Portfolio What is GARP? In short, this is a passively managed vehicle with an AUM of $1.34 billion and an expense ratio of 15 bps. What is the central idea of its strategy? As we know from the iShares website , the ETF Seeks to provide exposure to growth companies at a reasonable price, balancing growth with value and quality characteristics to help avoid companies with unsupported valuations. The core of GARP's strategy is the MSCI USA Quality GARP Select Index. A nuance here is that the ETF was incepted in January 2020 as the iShares Factors US Growth Style ETF (traded with a ticker STLG), and it initially tracked the Russell US Large Cap Factors Growth Style Index. In June 2024, it underwent a strategy change, with the index replaced and the new name adopted. And I would argue that there are good reasons to ignore its performance delivered prior to that. First, looking...