格隆汇3月25日｜苹果概念股集体拉升上涨，其中，FIT HON TENG大幅上涨超13%领衔，高伟电子涨超5%，蓝思科技涨4.2%，舜宇光学涨超3%，富智康集团涨2.8%，瑞声科技、伟仕佳杰涨超2%，丘钛科技、东江集团控股跟涨。 消息上，摩根士丹利发布的一项调查显示，苹果公司的iPhone销售表现"持续强劲"，且用户升级率创历史纪录。该行该行分析师埃里克·伍德林给予苹果“增持”评级，目标价为315...
格隆汇3月25日｜苹果概念股集体拉升上涨，其中，FIT HON TENG大幅上涨超13%领衔，高伟电子涨超5%，蓝思科技涨4.2%，舜宇光学涨超3%，富智康集团涨2.8%，瑞声科技、伟仕佳杰涨超2%，丘钛科技、东江集团控股跟涨。 消息上，摩根士丹利发布的一项调查显示，苹果公司的iPhone销售表现"持续强劲"，且用户升级率创历史纪录。该行该行分析师埃里克·伍德林给予苹果“增持”评级，目标价为315美元。他表示，根据调查结果，预计苹果将是今年唯一一家能获得市场份额的主要智能手机设计商。 有分析称，手机产业链正在经历一场由AI需求引发的“供给侧地震”。存储芯片价格的史诗级暴涨，已导致行业出现剧烈的两极分化：安卓阵营陷入成本重压，而苹果凭借供应链掌控力成为最大赢家。
Market Snapshot USD/INR ₹93.87 -0.1% Nifty 50 Index 22,912.40 +1.8% India 10-Year Bond Yield 6.85% +0.02 Spot Gold ($/oz) $4,586.48 +2.5% S&P 500 Futures 6,645.25 +0.6% Market data as of 08:05 AM IST, Mar. 25, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Savio Shetty in Mumbai, with your mid-week roundup of market news and analysis. Hopes ...
Market Snapshot USD/INR ₹93.87 -0.1% Nifty 50 Index 22,912.40 +1.8% India 10-Year Bond Yield 6.85% +0.02 Spot Gold ($/oz) $4,586.48 +2.5% S&P 500 Futures 6,645.25 +0.6% Market data as of 08:05 AM IST, Mar. 25, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Savio Shetty in Mumbai, with your mid-week roundup of market news and analysis. Hopes of a de-escalation in the Middle East war have spurred early gains in Asian equities and driven oil prices lower, pointing to a positive start for Indian markets. Also, Iran said foreign ships are allowed to cross the Strait of Hormuz, as long as they aren’t supporting acts of aggression against the country and following the rules. The Nifty climbed nearly 2% on Tuesday, recouping most of the previous session’s losses. While momentum is building, follow-through buying will be crucial to signal a meaningful trend reversal. Volatility is likely to remain elevated, with derivatives expiries on Thursday adding to near-term swings. Among stocks, United Spirits will be in focus after the Indian unit of Diageo reached a deal to sell its stake in the Royal Challengers Bengaluru IPL cricket franchise. Local markets are shut on Thursday for a public holiday. See you on Friday. In today’s newsletter, we write about: Hidden risks in the banking sector Foreign funds dumping bonds A split view on the growth rebound But first, a chart signal that could cheer downbeat investors. Markets Buzz: A Glimmer Beneath the Selloff For investors facing one of India’s sharpest market drops in years, there are a few encouraging signs. The Nifty, headed for its worst month since March 2020, is showing a bullish setup. Its 14-day relative strength index is making higher lows even as the benchmark itself has hit lower lows in recent weeks. This so-called positive RSI divergence often suggests selling pressure is easing and raises hopes of a rebound. A similar pattern emerged earlier this year and was fol...
Arda Kucukkaya | Anadolu | Getty Images Meta is granting stock options to key leaders in an effort to retain talent as pressure intensifies on the company to bolster its position in artificial intelligence. The executives in the incentive plan include CFO Susan Li, technology chief Andrew Bosworth, Chief Product Officer Christopher Cox and operating chief Javier Olivan, according to SEC filings re...
Arda Kucukkaya | Anadolu | Getty Images Meta is granting stock options to key leaders in an effort to retain talent as pressure intensifies on the company to bolster its position in artificial intelligence. The executives in the incentive plan include CFO Susan Li, technology chief Andrew Bosworth, Chief Product Officer Christopher Cox and operating chief Javier Olivan, according to SEC filings released on Tuesday evening. CEO Mark Zuckerberg , with a net worth of over $200 billion, is not part of the plan. A high strike price and the relatively short timeline for achieving the goals are an indication of Meta's urgency to show progress in the rapidly growing AI market. While OpenAI, Anthropic and Google have rolled out popular AI models and features, Meta has struggled to find a consistent strategy even as it plans to shell out up to $135 billion this year in capital expenditures. "This is a big bet," a Meta spokesperson said in a statement. "These pay packages will not be realized unless Meta achieves massive future success, benefiting all of our shareholders. As with all stock options, there is only value if the share price meaningfully exceeds the exercise price, and in this case, it must be on an exceedingly aggressive 5-year timeline." Meta's stock price is down about 4% in the past year, trailing all of its megacap tech peers other than Microsoft , which has dropped 5%. Alphabet, meanwhile, has jumped 73%, boosted by the success of its Gemini AI portfolio. For the first tranche of options to be paid out, Meta's stock has to hit $1,116.08, an 88% increase from Tuesday's closing price and equal to a market cap of about $2.82 trillion, based on current shares outstanding. The next tranche requires a stock price of $1,393.87. The price goes up significantly for each additional tranche, with the highest being $3,727.12, which would make the company worth over $9 trillion. The most valuable company in the world today is Nvidia at about $4.3 trillion. Meta spent 2025...
Behnam Ben Taleblu of the Foundation for Defense of Democracies Iran Program analyzes potential endgames for the conflict between the US, Israel and Iran. He joins Bloomberg TV as the US says it is moving forward with negotiations with the Iranian regime. (Source: Bloomberg)
Behnam Ben Taleblu of the Foundation for Defense of Democracies Iran Program analyzes potential endgames for the conflict between the US, Israel and Iran. He joins Bloomberg TV as the US says it is moving forward with negotiations with the Iranian regime. (Source: Bloomberg)
Akeso, Inc. (9926.HK) ("Akeso" or the "Company") announced today that it has received clearance from the Center for Drug Evaluation (CDE) of China's National Medical Products Administration (NMPA) to initiate Phase II clinical trials for AK146D1, a first-in-class Trop2 /Nectin4 bispecific antibody-drug conjugate (ADC), and AK138D1, an innovative HER3-targeting ADC.
Akeso, Inc. (9926.HK) ("Akeso" or the "Company") announced today that it has received clearance from the Center for Drug Evaluation (CDE) of China's National Medical Products Administration (NMPA) to initiate Phase II clinical trials for AK146D1, a first-in-class Trop2 /Nectin4 bispecific antibody-drug conjugate (ADC), and AK138D1, an innovative HER3-targeting ADC.
Australia’s central bank has shifted its focus from whether wholesale digital token will play a role in the financial system to how this can be implemented, as it looks to unlock efficiency gains following a pilot project, according to Assistant Governor Brad Jones. Jones said the goal is to build on earlier work on wholesale digital currencies that highlighted how tokenization — turning money int...
Australia’s central bank has shifted its focus from whether wholesale digital token will play a role in the financial system to how this can be implemented, as it looks to unlock efficiency gains following a pilot project, according to Assistant Governor Brad Jones. Jones said the goal is to build on earlier work on wholesale digital currencies that highlighted how tokenization — turning money into digital tokens that can be traded on a ledger such as blockchain — together with upgrades to payments infrastructure, could improve efficiency across financial markets. “We have now seen enough to warrant intensified focus on how some of the potential benefits might be realized, consistent with system-wide stability,” Jones, who oversees the financial system at the Reserve Bank, said Wednesday in a speech in Sydney. He pointed to analysis which suggests the economic gains from tokenization could reach about A$24 billion ($16.8 billion) a year, with the possibility of further upside. “Realizing even a fraction of these potential benefits in coming years will require longstanding impediments to innovation in Australia’s financial system to be addressed,” he said. The assistant governor said a range of factors have stymied dynamism in Australia’s wholesale markets, including “a lack of competitive tension reflecting entrenched network effects; risk aversion, partly reflecting perceived legal and regulatory uncertainty; and industry coordination failures that have made strategic planning difficult.” Addressing these constraints will need closer cooperation between regulators and industry, he said, describing what was needed as a “Team Australia” approach to modernizing the financial system and strengthening its resilience. The next phase of work will include exploring a new digital financial market infrastructure sandbox with the Digital Finance Cooperative Research Centre, aimed at providing a controlled environment to test and scale tokenized assets, money and settlement sy...
Islamic Symbol Erected On Mountain Overlooking Phoenix Destroyed Religiously motivated vandalism that doesn't involve an attack on a Christian church? It's an incredibly rare occurrence in the US, despite the myths often spread by the progressive media. That said, it is likely to become far more frequent as clashes between the west and eastern ideologies continue to escalate. Tempe police are inve...
Islamic Symbol Erected On Mountain Overlooking Phoenix Destroyed Religiously motivated vandalism that doesn't involve an attack on a Christian church? It's an incredibly rare occurrence in the US, despite the myths often spread by the progressive media. That said, it is likely to become far more frequent as clashes between the west and eastern ideologies continue to escalate. Tempe police are investigating the destruction of a religious symbol placed on "A" Mountain (also known as Hayden Butte) for the Muslim holy month of Ramadan. Officers say a Muslim student group from Arizona State University working with a local Islamic center put a 15-foot tall crescent moon on the mountain to "shine a light" on the community of Phoenix. A similar temporary landmark was built back in 2003, but was not attempted again for 20 years. When electrified at night, the sign could be seen for many miles across the Tempe/Phoenix desert. Some residents initially complained on social media about the placement of the landmark on public land looming over the city, and described the large LED display as essentially "unavoidable". Per investigators, the display was knocked over and vandalized on March 17, causing $20,000 in damage. There is no description of any suspects. Tempe city officials say "there is no place in our community for this kind of hate." "People of all faiths are welcome in Tempe and they have the right to feel safe and be safe," read a portion of their statement. As noted, religiously motivated vandalism against Islamic centers and landmarks is rare in the US. There were less than a dozen incidents across the country in the the past year, compared to 415 hostile incidents against Christian churches. There have been 1384 attacks on churches since 2018. In Europe where Islamic immigration has overtaken most countries, vandalism and destruction of Christian churches occurs thousands of times per year and very few of these events are investigated by authorities. The Phoenix are...
Mitsubishi UFJ Financial Group Inc. , the largest of Japan’s three megabank groups, plans to raise the age for mandatory retirement to 65 from the current 60, the latest push to retain talent in an aging population. The move, effective April 2027, comes as part of “human capital initiatives” aimed at boosting long-term workforce sustainability, MUFG said in a statement Wednesday. The package also ...
Mitsubishi UFJ Financial Group Inc. , the largest of Japan’s three megabank groups, plans to raise the age for mandatory retirement to 65 from the current 60, the latest push to retain talent in an aging population. The move, effective April 2027, comes as part of “human capital initiatives” aimed at boosting long-term workforce sustainability, MUFG said in a statement Wednesday. The package also includes increasing paid parental leave to 20 business days from 10, and offering a one-time bonus of as much as 100,000 yen ($630) for staff that cover for their colleagues taking that time off. Japan has long been facing a crisis of low birthrates and an aging population. Births in Japan fell for a 10th straight year in 2025, data from the labor ministry showed last month. Prime Minister Sanae Takaichi has pledged new measures to help address demographic challenges including easing costs for childbirth and reconsidering the country’s approach to hosting foreign workers . Employees at Japanese companies have historically been forced to retire at age 60, but are often re-employed under a new contract, usually at a significantly reduced salary. MUFG’s move adds to signs that this practice is starting to change, joining companies including Daiwa Securities Group Inc. and Nomura Holdings Inc. that are offering better terms for their senior employees.