Got story updates? Submit your updates here. › Confluence Investment Management LLC, a hedge fund, decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 34.1% in the fourth quarter, according to a recent SEC filing. The fund now owns 182,558 shares of the information services provider's stock, down from 277,189 shares previously. Why it matters This filing indicates that Confluence Investment Management, a notable institutional investor, has reduced its exposure to Alphabet, the parent company of Google. This could signal a shift in sentiment or strategy by the fund, which could impact Alphabet's stock price and trading activity. The details According to the filing, Confluence Investment Management sold 94,631 shares of Alphabet stock during the fourth quarter of 2025. The fund now holds a position valued at $57,287,000, down from the previous quarter's $87,032,000 stake. Alphabet's stock price has fluctuated in recent months amid broader market volatility and concerns about the company's growth prospects. Confluence Investment Management reduced its Alphabet position in the fourth quarter of 2025. The players Confluence Investment Management LLC A hedge fund that has decreased its position in Alphabet Inc., the parent company of Google. Alphabet Inc. The multinational technology holding company that owns Google and other subsidiaries. Got photos? Submit your photos here. ›

数据显示，截至3月19日，FOF净值规模已达到3089.65亿元，较2025年末增长647.77亿元。发行端数据显示，今年全市场已新成立44只FOF，发行规模约651.25亿元；而去年一季度仅成立16只，发行规模141.47亿元。(财闻) 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。

博鳌亚洲论坛2026年年会将于3月24日到27日举行，目前，各项筹备工作已进入冲刺阶段。从今天开始，来自世界各国的与会人员陆续抵达，海南迎来了论坛年会的入境高峰。3月22日7时30分，从新加坡入境的HU448航班平稳抵达海口美兰国际机场，在博鳌亚洲论坛专检通道，美兰出入境边防检查站执勤民警为首批与会嘉宾快速办理了入境手续。记者了解到，海口美兰、琼海博鳌和三亚凤凰三大国际机场是此次年会重点出入境口岸，自3月22日起陆续迎来各国与会嘉宾入境高峰。目前海南各空港口岸已开设论坛年会专检通道，同时，对没有提前申请签证、急需来华人员，加强口岸签证、临时入境许可签发审核，全力保障与会代表高效入境。（央视新闻）

Cyndeo Wealth Partners LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 10.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,651 shares of the semiconductor company's stock after buying an additional 7,396 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 1.2% of Cyndeo Wealth Partners LLC's portfolio, making the stock its 13th biggest holding. Cyndeo Wealth Partners LLC's holdings in Taiwan Semiconductor Manufacturing were worth $23,294,000 at the end of the most recent reporting period. Several other hedge funds also recently bought and sold shares of the company. Fisher Asset Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 1.0% in the 3rd quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock valued at $4,980,614,000 after purchasing an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock worth $4,401,448,000 after purchasing an additional 541,047 shares during the period. Bank of America Corp DE raised its position in shares of Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock worth $4,171,445,000 after buying an additional 130,173 shares in the last quarter. Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock worth $3,516,692,000 after buying an additional 544,750 shares in the last quarter. F...

澳洲坎培拉一間小學教導學生學習澳洲手語，成為首都領地唯一以澳洲手語作為第二語言的公立學校，協助打破部分聾啞及聽障學生的溝通障礙。 要讓一班小學生安靜地上課45分鐘，聽起來很困難，不過他們似乎樂在其中。坎培拉羅傑斯山小學，2024年把課程第二語言，由中文轉為澳洲手語，是首都領地唯一一間以澳洲手語作為第二語言的公立學校，希望為九名聾啞及聽障學生創造更包容的環境，包括11歲的蘇菲，她指很高興可以展現自己的手語能力。 五年級學生蘇菲說：「我的第一語言其實不是英文，而是澳洲手語，那很好，因為我能拿A。」 負責教授手語的老師表示，除了學習語言外，學生還會認識聾啞及聽障文化、身份認同與歷史，提升他們的自信。 澳洲手語老師希拉基斯說：「這是他們對手語自信心的提升，也是聾人自豪感的提升，他們當中很多人現在，非常自豪地認同自己是聾人。我們在操場上看到的，是學生們和這些沒有其他語言接觸的聾啞學生用手語交流，我感到非常興奮。」 不少學生都說喜歡這個課程。 一名五年級學生說：「你不必出國尋找使用它(手語)的社群，澳洲聾人社群已經存在，你不必去法國或日本等地方度假，才能用澳洲手語。」 另一名五年級學生說：「這很有趣，用沒有聲音的澳洲手語和朋友溝通，而且當老師們還不知道時，你可以在課堂上做這件事，但現在大多數老師都知道了，所以我不能在課堂上這樣做。」 澳洲手語今年正式列入新南威爾士州的課程大綱，其他州部分學校也有採用。校方希望這個計劃能激勵學生在成長過程中，繼續認識澳洲手語。

Leicester City striker Alisha Lehmann is arguably the most recognisable female footballer in the world. Boasting nearly 16m followers on Instagram and a further 11.8m on TikTok, she strode the catwalks of Milan last year while playing in Italy, and her striking looks regularly catch the attention of the tabloids. By her own recognition, that can establish a certain public perception - and it is something she is keen to quash after swapping Mediterranean life for a relegation battle in the East Midlands. The publicity surrounding her January move focused as much on her off-field persona as what she brought to the team. "When I was younger, it affected me more because I didn't know how to handle the situation," she says. "There were moments where I was really sad and I used to ask my mum if I could not play football anymore. "Football is the thing I love the most and it's what I have put the most time into. I rest so well, I sleep every afternoon and I would never do anything before training or a game that would affect how I play. I care so much about it. "People don't know how much effort I actually put in when they say 'Oh, she's not a footballer'. "But now, I'm fine. I love my life and the people around me and I don't get affected by it." She is likely to spearhead Leicester's attack on Sunday in the BBC-televised game against Aston Villa (14:45 GMT).

*st步森（002569）公告，公司控股股东方维同创拟向广州延丰数字科技有限公司转让14.81%股份，交易完成后延丰数字将成为控股股东，王波成为实控人。公司提示多项风险：一是延丰数字与奥飞数据（300738）不存在直接关系，不存在业务联系；二是受让方承诺36个月内不进行资产注入或重组；三是公司因2024年净利润为负且营收低于3亿元，已被实施退市风险警示及其他风险警示；四是若2025年审计后触及终止上市条件，受让方可单方终止交易；五是2025年业绩预告显示营收约1.2亿至1.7亿元，净利润约900万至1300万元，但未经审计，仍存在终止上市风险。本次交易尚需深交所合规确认及股份过户，存在重大不确定性。

格隆汇3月22日｜中国发展高层论坛2026年年会在北京隆重开幕。期间，诺华公司宣布将持续加大在华投资，扩大在中国研发、生产及运营布局，预计将投入金额超过33亿元人民币，助力中国生物医药产业创新和高质量发展。

财联社3月22日讯，周末影响市场的重要资讯有：①李强出席中国发展高层论坛2026年年会开幕式并发表主旨演讲；②潘功胜：运用多种工具保持流动性充裕；③特朗普称正考虑逐步降级对伊朗的军事行动；④宇树科技科创板IPO申请获受理。 宏观及市场要闻 李强出席中国发展高层论坛2026年年会开幕式并发表主旨演讲 国务院总理李强在北京出席中国发展高层论坛2026年年会开幕式并发表主旨演讲。 李强表示，当前国际局势正在经历深刻复杂变化。正如习近平主席指出，这是一个充满挑战的时代，也是一个充满希望的时代。放眼全球，我们看到的是一幅多种态势并存、交织、碰撞的景象：单边主义、保护主义甚嚣尘上，同时求合作、促发展的力量也在不断壮大；传统领域的经济增长面临困境，同时新兴领域的发展动能也在蓬勃兴起；国际规则秩序遭受严重破坏和冲击，同时许多国家也在积极推动全球治理的改革和完善；强权政治大行其道、肆意妄为，同时捍卫公平正义的呼声也在日益高涨。这些现象深层次反映的是思想观念的冲突，从经济发展角度看，主要是如何看待市场、看待发展、看待未来的问题。这里我愿分享三点想法。 第一，市场已成稀缺资源，但又可以被不断创造。回顾历史，世界经济每次走出困境、走向繁荣，都不是靠争夺存量市场，而是靠开放和技术进步创造增量市场。保护主义不是解决问题的灵丹妙药。我们应当坚持开放、开拓精神，扩大自由贸易、积极推动创新。中国的进出口是在规则框架下进行的公平贸易，中方将坚定不移推进高水平对外开放，进口更多国外优质商品，同各方一道推动贸易优化平衡发展，合力做大全球经贸蛋糕。 第二，发展必然伴随竞争，但良性竞合可以带来互利共赢。以积极心态看待竞争，以务实举措推进合作，才能相互赋能、取长补短。中国相关产业的竞争优势不是靠补贴和保护取得的，而是来自于坚持不懈深化改革、深入推进创新驱动发展，最关键的还是中国人民、中国企业勤奋努力。我们反对无序、非理性的恶性竞争，但在市场经济条件下，良性的竞争能够激发出更大发展动力。中方将继续努力维护公平竞争的市场秩序，愿同各方加强沟通协作，共促全球产供链的稳定与安全。 第三，前方的路虽然充满挑战，但美好未来更加可期。惟有坚定信心、扛起责任、切实行动，才能勇毅前行，塑造值得期待的未来。中国致力于做世界的“确定性基石”和“稳定性港湾”。“十五五”规划纲要不仅是中国发展的“新蓝图”，也是世界发展的“新机遇”。中国...

我们需要区分科学和科幻，并提醒那些鼓吹“百岁人生不是梦”或者“我们很快就能实现‘上载新生’甚至实现永生”的人，“上载新生”仍是科学幻想，未来100年内都不可能实现！ 人工智能正以超出人类预期的速度发展。AI已不再是工具，而开始成为“主体”。“在现阶段，还没有真正的AI专家出现！”未来学家凯文·凯利（Kevin Kelly）3月22日在中国的一场人工智能趋势洞察论坛上这样说。 在凯文·凯利看来，未来AI技术发展还有很大的不确定性，对于每一个想拥抱AI的人来说都还不晚。“未来AI前沿领域的主要机遇在于新的大模型（new models）、情感（emotions）以及智能体（agents）。”他预测。 凯文·凯利此次带来了他的新作《2049》，在书中他预测了未来10000天的可能，其中谈及AI医疗、脑机接口、机器人工厂、自动驾驶、太空竞赛等多个前沿领域。 在接受第一财经记者专访时，凯文·凯利表示，他对脑机接口技术发展近年来取得的成果感到惊讶。“一切过去不可能发生的事情，现在都成为可能。”他表示，“尤其是现在有了人工智能，这让机器能更精准地读取并理解人脑信息，这是与几年前人类与计算机的交流有所不同的，在此之前，理解人脑信号仍然非常困难。” 脑机接口被认为是未来人机共生终极想象的实现载体。不过，凯文·凯利在《2049》中写道：“分析脑机接口的时候，我们需要区分科学和科幻。未来25年，头戴的非侵入式脑机接口可能会非常普遍，但马斯克的Neuralink公司推崇的侵入式脑机接口则有待生物学和芯片技术的结合。” 近日，Neuralink公司联合创始人大胆预测，“第一批能活到1000岁的人可能已经出生了”！ 对此，凯文·凯利提出，需要提醒那些鼓吹“百岁人生不是梦”或者“我们很快就能实现‘上载新生’甚至实现永生”的人，“上载新生”仍是科学幻想，未来100年内都不可能实现！ 凯文·凯利告诉第一财经记者，侵入式脑机接口仍然需要通过手术来植入芯片，这种方式并不友好，会带来风险。侵入式脑机接口芯片目前的有效期仅一年，因为人体会有各种排异反应，而且脑机接口收集信号的能力会随着时间推移逐渐衰弱。 他认为，除非材料学发生颠覆性的进展，否则脑机接口设备则需要定期更换。此外，硅基硬件与“湿件”（人脑）的对接方式也值得进一步研究。他还称，AI以及智能体未来可通过与脑机接口更好地融合，实现更强大的功能。 “AI...

文章提及标的 诺华 -- 中国发展高层论坛2026年年会在北京隆重开幕。期间，诺华（NVS）公司宣布将持续加大在华投资，扩大在中国研发、生产及运营布局，预计将投入金额超过33亿元人民币，助力中国生物医药产业创新和高质量发展。(界面新闻)

Patel says: "We see these patterns repeated up and down the country. There's a systemic problem with the policing of domestic abuse and violence against women and girls, despite all the changes that are said to have taken place."

黄金的避险效应为何失灵？ 就在刚刚过去的一周，国际金价上演了断崖式下跌。 截至北京时间3月21日，伦敦金现货价格不仅跌破了4500美元/盎司的关键关口，周跌幅达10.49%，创下1983年3月以来最大单周跌幅。 目前中东冲突仍在发酵，黄金的避险效应为何失灵？格林大华期货首席专家王骏对第一财经记者称，短期“全球通胀升温—利率偏高—美元走强”的宏观因素，盖过了黄金传统避险逻辑，叠加资金行为与技术调整需求共振，导致黄金不涨反跌。 交易人士也告诉第一财经记者，从市场交投情况看，价格快速下跌过程中成交量明显放大，显示多空双方博弈激烈，前期基于避险逻辑入场的部分资金出现止损离场迹象。 金价单周跌超10%，全球抛售潮来袭 据Wind数据统计，本周伦敦现货黄金价格自3月14日触及每盎司5040美元附近的高点后掉头向下，连续八个交易日收跌，COMEX黄金期价主力合约报收于4592.1美元/盎司，周跌幅高达9.62%。 白银价格跌幅更为显著，同期下跌超过15%，钯金与铂金跟随国际金价同步下行。 除了贵金属，全球资产亦遭到抛售。其中美股三大指数均连跌四周，其中标普创下自2025年3月以来最长的周线连跌纪录；欧洲债市亦全线大跌，英国10年期国债收益率本周累涨17.7个基点，自2008年以来首次触及5%；德国10年期国债收益率创2011年以来新高，两年期德债收益率本周更大涨23个基点。 消息面上，据新华社消息，美国正在制定战略方案，以夺取伊朗的“核储备”。另外，伊朗军方威胁要毁灭性打击“邪恶的”美国和以色列官员、指挥官及士兵，称他们即便在国外度假也将“不再安全”。 嘉盛集团资深分析师Jerry Chen认为，自从中东地缘政治冲突爆发以来，金融市场的逻辑逐渐变得清晰，即避险资金涌入原油和美元，通胀风险令全球央行被迫结束宽松政策甚至转为加息周期，从而使黄金承压，全球股市遭遇抛售。 此外，本周发布的宏观数据进一步稀释了市场降息预期。美国2月PPI（生产者价格指数）同比3.4%（预期3.0%），创2025年7月以来最大涨幅；核心PCE（个人消费支出物价指数）预期上调至2.7%。 同时，美联储释放偏鹰信号，宣布将联邦基金利率目标区间维持在3.50%~3.75%不变，这是其今年以来连续两次暂停降息。同时，美联储还上调了今明两年PCE通胀、核心PCE通胀以及GDP增速预期。 此外，利率与美元双双走强，直接...

Cuba's power grid collapses leaving it without electricity for the 3rd time this month toggle caption Ramon Espinosa/AP HAVANA — Cuba's power grid collapsed Saturday leaving the country without electricity for a third time in March as the communist government battles with a decaying infrastructure and a U.S.-imposed oil blockade. The Cuban Electric Union, which reports to the Ministry of Energy and Mines, announced a total blackout across the island without initially giving a cause for the outage. The union later said the blackout was caused by an unexpected failure of a generating unit at the Nuevitas thermoelectric plant in Camagüey province. "From that moment, a cascading effect occurred in the machines that were online," said a report from the Ministry of Energy and Mines, which activated "micro-islands" of generating units to provide power to vital centers, hospitals and water systems. Sponsor Message Authorities said they were working to restore power. Power outages, whether nationwide or regional, have become relatively common in the last two years due to breakdowns in the aging infrastructure. The breakdowns are compounded by daily blackouts of up to 12 hours caused by fuel shortages, which also destabilize the system. The last nationwide blackout occurred on Monday. Saturday's outage was the second in the past week and the third in March. The blackouts have a significant impact on the population, whose lives are disrupted by reduced work hours, lack of electricity for cooking and food spoilage when refrigerators stop working, among many other consequences. In some cases, hospitals have canceled surgeries. President Miguel Díaz-Canel has said the island has not received oil from foreign suppliers for three months. Cuba produces barely 40% of the fuel it needs to power its economy. Cuba's aging grid has drastically eroded in recent years. But the government has also blamed the outages on a U.S. energy blockade after U.S. President Donald Trump in January warn...

产能释放之年 经历了长达三年的漫长调整期，盐湖股份正重新回资本市场的视线中心。 自2025年12月中旬农业化工板块行情启动以来，到2025年3月中上旬，盐湖股份的股价涨幅已接近60%。 这种波动在公司股价历史中并不罕见。 2021年三季度，伴随钾肥和锂盐价格的双重爆发，公司股价单季飙升238.57%。随后供需力量转换价格暴跌，公司也陷入沉寂。 随着一季度股价涨近25%，公司市值又回到了2021年高点的同一区间。 卷土重来的盐湖股份，还是那个“暴发户”？ 01 归来仍是“暴发户”？ 根据公告，2025年公司预计实现归母净利润82.9亿至88.9亿元，同比实现了77.78%至90.65%的增长，这大大超出了机构们预测的平均值。 扣非后的净利润增长更加显著，其最高预增幅度超过100%。 实现大幅增长的直接原因，是产品价格的回暖。去年下半年，钾肥和锂盐价格都走出了低谷，四季度加速上涨。 2025Q4国内氯化钾均价回升至3250元/吨。碳酸锂均价稳定在9.05万元/吨。这种环境为公司贡献了单季约40亿元的利润。 在下游供需缺口的叙事里，量增价升的周期回归自然是公司股价上涨的核心因素。 然而，当前全球复杂环境下，资源民族主义已经抬头。 比如2026年2月25日，津巴布韦矿业部突发禁令。该国政府宣布立即暂停所有原矿及锂精矿的出口。这一禁令涵盖了所有已启运的在途货物。其核心逻辑是强迫外资在当地建立冶炼厂，通过限制出口来获取资源溢价。 这种地缘政治背景下，盐湖股份得天独厚的优势得以体现。 中国钾资源不算丰富，但极度集中，95%以上钾肥由盐湖卤水生产，开发集中于青海柴达木盆地和新疆维吾尔自治区罗布泊盐湖，其中青海省境内产能占到全国钾肥产能的87.3%。 盐湖股份坐拥察尔汗盐湖3700平方公里采矿权，该盐湖拥有盐类资源总量超过600亿吨，是我国最大的可溶性钾镁盐矿床。其中，固体、液体KCI资源储量达5亿多吨，MgCl2资源储量超过40亿吨，LiCI资源储量达1200万吨（折合碳酸锂1049万吨LCE），均居全国首位，矿产资源潜在总价值超过12万亿元。 2024年，国内钾肥进口依存度仍达67%，氯化钾生产规模超过100万吨的企业中，盐湖股份(氯化钾)、藏格矿业(氯化钾)和国投罗钾(硫酸钾)，产能合计占资源型总产能的74%，头部资源优势集中，其产能规模更直接决定着国内供应的稳定。 2023年...

双重赋能 最近，一个名为OpenClaw的开源AI项目彻底火了，不仅在GitHub上星标数一路飙升，甚至超越了Linux、React等老牌经典项目，成为当下最受关注的AI领域新星。 之所以能快速出圈，核心在于它真正实现了AI从“只会说”到“动手做”的跨越，是能替人完成实际工作的“数字员工”。 OpenClaw的爆发并非偶然，背后是AI Agent技术的成熟、大模型底层能力的持续突破，以及市场对自动化执行类AI需求的井喷。 三月初，OpenClaw热度的持续发酵，虽然受监管层面多重影响：国内多部门发布其安全应用风险提示，概念股一开盘而集中走弱。 但短期政策风险与市场波动，并未改变AI Agent技术商业化的核心趋势，而国产大模型更是在其中迎来了前所未有的发展机遇，整个AI产业的新风口已然成型。 01 供需双轮驱动，AI Agent引爆产业全链路机遇 OpenClaw的走红是AI Agent行业进入爆发期的缩影，当下该领域正迎来需求与供给的双重赋能，同时带动产业链上下游迎来发展红利，行业商业化落地的底层逻辑全面成型。 需求端， 企业对AI Agent的需求呈指数级扩张，IDC测算显示2031年中国企业AI Agent数量将突破3.5亿，年复合增长率超135%，任务执行的密度和复杂度提升，更带动智能体Token消耗年均超30倍指数级增长。 与传统“你问我答”的AI助手不同，AI Agent以“定目标即跑流程”的主动性，成为企业降本增效的核心工具，从出行规划到企业报销全流程自动化，成为AI领域落地最快、商业化价值最高的场景。 供给端， 大模型的持续迭代为AI Agent筑牢技术根基，作为“大模型+记忆+规划+工具”的组合体，大模型能力直接决定AI Agent的发展上限。 2026年3月OpenAI推出的GPT-5.4，将AI Agent能力作为核心升级方向，首次实现原生级“电脑操作”功能，跨软件复杂工作流执行成功率超人类平均水平，释放出大模型向AI Agent能力倾斜的明确信号，底层技术突破持续加速行业商业化落地。 OpenClaw的爆发更在AI产业引发连锁反应，多领域迎来发展机遇。 其一， AI Agent成为AI应用落地核心场景，应用从办公自动化向智能制造、金融服务、智慧医疗等多领域延伸，各类产品持续涌现； 其二， Token消耗激增拉动算力需求，仅OpenClaw就占...

李强表示，当前国际局势正在经历深刻复杂变化。正如习近平主席指出，这是一个充满挑战的时代，也是一个充满希望的时代 3月22日上午，国务院总理李强在北京出席中国发展高层论坛2026年年会开幕式并发表主旨演讲。图：财新 曾佳 【财新网】 3月22日上午，国务院总理李强在北京出席中国发展高层论坛2026年年会开幕式并发表主旨演讲。 据新华社消息，李强表示，当前国际局势正在经历深刻复杂变化。正如习近平主席指出，这是一个充满挑战的时代，也是一个充满希望的时代。放眼全球，我们看到的是一幅多种态势并存、交织、碰撞的景象：单边主义、保护主义甚嚣尘上，同时求合作、促发展的力量也在不断壮大；传统领域的经济增长面临困境，同时新兴领域的发展动能也在蓬勃兴起；国际规则秩序遭受严重破坏和冲击，同时许多国家也在积极推动全球治理的改革和完善；强权政治大行其道、肆意妄为，同时捍卫公平正义的呼声也在日益高涨。这些现象深层次反映的是思想观念的冲突，从经济发展角度看，主要是如何看待市场、看待发展、看待未来的问题。这里我愿分享三点想法。

President Trump's nominee to become the next Federal Reserve chairman, Kevin Warsh, wrote in The Wall Street Journal last year that artificial intelligence (AI) "will be a significant disinflationary force, increasing productivity and bolstering American competitiveness." The man Warsh would like to replace has a different view, at least for now. Fed Chair Jerome Powell stated last week during a press conference, "In the short term, what's happening is we're building data centers everywhere, and that's actually putting pressure on all kinds of goods and services that go into building these things." He added, "So that's actually probably pushing inflation up." If Powell is right, investors probably need to pivot to focus on strategies that assume AI will be an inflation factor and that interest rates will remain high for longer than anticipated. What are those strategies? Here's your inflationary AI investing playbook. Focus on stocks with pricing power When inflation is high, companies basically have two choices. They can absorb the higher costs. Or they can pass the higher costs along to consumers. Both options come with drawbacks. Absorbing higher costs drives down profit margins and earnings. As earnings go, so go share prices, sooner or later. There are two potential downsides to passing higher costs along to consumers. First, not every company can do it -- especially those with contractual terms that don't allow them to boost prices. Second, raising prices often leads to lower demand, which could weigh on sales and earnings (and ultimately, share prices). However, companies with pricing power can pass along higher costs without a significant negative impact on their businesses. They're among the most inflation-resistant stocks on the market. What specific stocks fit the bill? Freeport-McMoRan (FCX 2.89%) could be a good pick. The company produced 3.4 billion pounds of copper last year. Copper is a critical component for wiring in AI data centers. Freeport-McMoR...

我国高端化工材料生产技术取得原创性突破 2026-03-22 16:06:01 来源： 同花顺7x24快讯 分享 文章提及标的 中国石化 -- 记者今天(3月22日)从中国石化（600028）获悉，我国首套全链条国产化溶液法聚烯烃弹性体工业化装置在天津进入试运行，相关生产技术取得原创性突破，将有效缓解我国光伏等战略性新兴产业对该材料的进口依赖。(央视新闻)

In March 2026, Meta Platforms signed a 10-year lease with Vornado for its first Manhattan flagship, Meta Lab New York, while accelerating a broad pivot toward AI through large data center deals, custom chip development, and membership in the new Optical Compute Interconnect consortium. This combination of physical retail expansion and deep infrastructure commitments underscores how Meta is reshaping its business model around AI while simultaneously reallocating resources away from loss-making VR and metaverse initiatives. Now we’ll examine how Meta’s multi-hundred-billion-dollar AI infrastructure build-out and related restructuring affect the company’s existing investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 21 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. Meta Platforms Investment Narrative Recap To own Meta today, you have to believe that its massive, multi‑year pivot into AI infrastructure and custom chips will ultimately reinforce its dominant ads and social platforms, despite heavier spending and margin pressure. The latest retail push with Meta Lab New York, together with long‑term AI data center and interconnect commitments, does not fundamentally change the main near term catalyst, which remains execution on AI products and monetization, or the biggest risk, which is AI capex and opex running ahead of revenue growth. In that context, Meta’s participation in the new Optical Compute Interconnect consortium feels especially relevant, because it sits right at the heart of the AI build‑out that investors are watching. Standardizing high bandwidth, optical links between compute and networking hardware could directly influence the efficiency and cost profile of Meta’s planned US$600 billion plus AI investment, shaping how quickly those systems can s...

Amazon's (AMZN 1.66%) stock performance hasn't been inspiring lately. Its gains have lagged well behind those of the S&P 500 (^GSPC 1.51%) over the last 12 months. Amazon remains in correction territory, with its shares around 16% below their fourth-quarter 2025 peak. Should investors stay away from this lackluster stock? I don't think so. Amazon has survived and thrived despite adversity, from the dot-com bubble to recessions to the COVID-19 pandemic. Every pullback has created a tremendous buying opportunity. Will history repeat itself? E-commerce and beyond Amazon ranks as the world's largest consumer discretionary company by market cap. It continues to dominate the e-commerce market but still has room to grow. One reason why no e-commerce rival can keep up with Amazon is its relentless focus on improving operations. The company has consistently increased delivery speeds in recent years and delivered almost 70% more items on the same day in the U.S. in 2025 than it did in 2024. Amazon has harnessed technology to improve service and efficiency. For example, over 300 million customers used its Rufus agentic AI shopping assistant last year. The company believes that Rufus helped boost annual sales by nearly $12 billion. The e-commerce platform also serves as a core foundation for one of Amazon's most important new growth areas -- advertising. Sponsored products advertising on Amazon.com generates the greatest ad revenue. Amazon's Prime Video ad sales are also increasing robustly, with millions of viewers tuning into the streaming service for programs such as Thursday Night Football and NBA on Prime. Overall, Amazon Ads now has an annual revenue run rate of $85 billion. Ad sales jumped 22% year over year in the fourth quarter of 2025. Expand NASDAQ : AMZN Amazon Today's Change ( -1.66 %) $ -3.47 Current Price $ 205.29 Key Data Points Market Cap $2.2T Day's Range $ 204.32 - $ 207.56 52wk Range $ 161.38 - $ 258.60 Volume 2.2M Avg Vol 48M Gross Margin 50.29 % A key back...

伊朗红新月会主席科利万德21日在首都德黑兰表示，自美国和以色列对伊朗发动侵略以来，两国已袭击超过8万处伊朗民用设施。科利万德表示，被袭击的设施中，2万多处位于德黑兰，6万多处位于其他省份。其中，266家医疗中心和498所学校直接或间接受到攻击。科利万德称，伊朗红新月会的17个中心、3架救援直升机、45辆救援车辆和42辆救护车也遭到破坏，另有1名伊朗红新月会工作人员死亡、10人受伤。袭击还造成12名伊朗医务人员丧生，另有90多人受伤。科利万德强调，伊朗认为这些袭击违反了国际人道法，并每日记录相关数据，提交给相关国际组织，以便依法追究这些违法行为和罪行。另据伊朗卫生部消息，截至21日晚，美以的袭击已造成伊朗超1500人死亡、逾2万人受伤。(央视新闻)

Apple Inc. $AAPL Stock Position Raised by Groupama Asset Managment National Today

在《河狸变身计划》上映之前，皮克斯已有较长时间未能推出真正令人惊奇的原创作品。 人类借助科技将意识上传到机器人体内，潜入另一个物种进行研究，在融入过程中与之建立深厚情谊……听上去是不是有点像《阿凡达》？ 3月20日，迪士尼旗下皮克斯新片《河狸变身计划》（Hoppers）登陆中国内地院线。创作者借主人公梅宝之口率先自嘲：“这不就是《阿凡达》？”影片在核心设定上的确与《阿凡达》有相似之处。不过，与杰克·萨利选择彻底成为阿凡达、背弃人类的决绝不同，皮克斯的选择一如既往地温情脉脉。 登陆中国市场前，《河狸变身计划》已于3月6日在北美等地上映，以北美首周末4600万美元、全球首周末8800万美元的开画成绩，创下自2017年《寻梦环游记》以来皮克斯原创动画电影的最佳开画纪录。 电影评分网站烂番茄（Rotten Tomatoes）上，专业影评人给出93%的新鲜度，观众爆米花指数也达到94%。截至本周末，根据票房统计网站Box Office Mojo的数据，该片已连续两周蝉联北美周末票房冠军，全球票房累计达1.85亿美元。 《河狸变身计划》在中国市场的表现也被寄予厚望。不过，相较于北美市场的高歌猛进，该片目前在内地的表现相对平淡。截至3月22日15时，该片内地累计票房来到5900万元，灯塔专业版小幅上调AI预测总票房至1.34亿元。 这一成绩虽已大幅超越去年暑期上映的皮克斯原创作品《地球特派员》的内地票房，但与首映即在内地斩获超12亿元票房的《寻梦环游记》相比，仍有相当差距。 还原动物世界的残酷与可爱 《河狸变身计划》由丹尼尔·钟执导。他曾创作动画剧集《咱们裸熊》，讲述三只熊努力融入人类社会、屡屡碰壁却始终心怀善意的故事，不仅受到儿童喜爱，也赢得了成年观众共鸣。 那部作品展示出丹尼尔以非人类视角讲故事的兴趣，不将动物简化为符号，而视为有尊严的存在。这种兴趣延续到《河狸变身计划》当中，用怪诞、幽默的视角观察动物王国，乐于展现动物们聒噪的叫声，也不吝表现它们的可爱。 故事聚焦于少女梅宝与小镇市长杰瑞的对峙。梅宝深爱着一片未被开发的林地，那里水草丰美，鸟兽栖居。杰瑞则急于推进环城高速项目，为连任铺路。 童年时，梅宝因试图放生教室里的乌龟被当作怪人。祖母带着她坐在水塘旁，教她静下心来，聆听风过树梢，虫鸣起伏。那片水塘承载着她与祖母的深厚情感。祖母去世后，守护这片自然成了她的执念。 成年后的...

CWA Asset Management Group LLC lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 4.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 67,336 shares of the enterprise software provider's stock after selling 3,440 shares during the period. CWA Asset Management Group LLC's holdings in Oracle were worth $13,124,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds also recently made changes to their positions in ORCL. Brighton Jones LLC boosted its holdings in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after buying an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after acquiring an additional 404 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after acquiring an additional 768 shares in the last quarter. United Bank lifted its position in Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after acquiring an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after acquiring an additional 8,530 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock. Get Oracle alerts: Sign Up Oracle Trading Down 4.0% ...

格隆汇3月22日｜新乳业(002946.SZ)公告称，公司发布2025年年度报告摘要，实现营收112.33亿元，同比增长5.33%；归母净利润7.31亿元，同比增长35.98%；扣非净利润7.74亿元，同比增长33.76%。公司拟向全体股东每10股派发现金红利3.80元(含税)，不送红股，不以公积金转增股本。

格隆汇3月22日丨一位伊朗议员表示，伊朗伊斯兰共和国正向部分船只收取200万美元的通行费，以允许其通过霍尔木兹海峡。他称此举标志着伊朗开始采取新的水道管控措施。

As the world reels from the fallout of the Iran war India is seeking to manage its risks and interests in the Middle East and beyond while maintaining its neutrality in the widening conflict. This can be seen in New Delhi engaging with combatants US and Iran , as well as other nations caught in the crossfire of the war, according to political analysts. the UAE , Qatar , Oman , In the past two weeks, Indian Foreign Minister S Jaishankar has spoken four times with his Iranian counterpart Abbas Araghchi, while Prime Minister Narendra Modi has reached out to several Gulf leaders, including those from Saudi Arabia Kuwait and Bahrain Advertisement Harsh V. Pant, vice-president for studies and foreign policy at the Observer Research Foundation, a Delhi-based think tank, said India had so far handled the situation well and needed to keep communication channels open with all sides, given the “growing fragmentation” between Iran and the Arab states. “India has to carefully navigate this [war situation], because its equities in Arab states are quite high. It has a huge diaspora, big trade and investment relationship,” Pant said. In the near term, Delhi’s focus would be to ensure that its ships did not get struck in the Strait of Hormuz, he added. Advertisement About 14 per cent of India’s exports to Gulf countries pass through the strategic waterways, while funds sent back home by nearly 10 million Indian workers in the Middle East account for 40 per cent of overall remittances annually, according to Goldman Sachs.

American last hit a competitive ball in 2022 but Instagram posts show her training again, with her motives still unknown As was often the case in Serena Williams’s unparalleled tennis career, her time at the French Open in 2009 was far from straightforward. Her gritty performance in a third-round win against Spain’s María José Martínez Sánchez that went the distance was quickly overshadowed by a gamesmanship row after Martínez Sánchez refused to admit that one of Williams’s shots had struck her body, not her racket, before going back over the net. The point should have been awarded to the American. An unimpressed Williams immediately protested to opponent and umpire. Then, once it became clear the point was a lost cause, she comically suggested Martínez Sánchez should probably not approach the net again. During her post-match press conference, Williams’s continued criticisms led to her uttering one of her more memorable quotes: “I’m, like, drama. And I don’t want to be drama,” she said, sighing. “I’m like one of those girls on a reality show that has all the drama, and everyone in the house hates them because no matter what they do drama follows them. I don’t want to be that girl.” Continue reading...