Ross Gerber Flags Micron Technology As 'Very Good Chip Company': Here's Why The Analyst Loves MU Stock That Has Rallied 300% Benzinga

Ross Gerber Flags Micron Technology As 'Very Good Chip Company': Here's Why The Analyst Loves MU Stock That Has Rallied 300% benzinga.com

在2026中关村论坛的平行活动投资北京大会上，34个重大投资项目签约，总金额达619.91亿元，涵盖13个产业类别。其中，国家创业投资引导基金京津冀基金投资项目也于现场完成签约。该基金由国家创业投资引导基金、中投公司等相关主体共同出资，规模达500亿元。该签约助力京津冀三地战略性新兴产业和未来产业发展。（财联社）

澳洲總理阿爾巴內塞下周召開第二次全國緊急內閣會議，討論能源危機。 伊朗戰事令燃料成本上升與短缺，威脅多元產業，推高消費價格。聯邦內閣將於下周，召開第二次緊急會議，商討應對燃料危機。而各州與領地領袖也將於下周會面，進一步協調應對能源危機。 政府周三確認，全國有約470個油站，至少有一種燃料出現短缺。能源部長鮑恩表示，政府有多種選項，可紓緩燃油壓力，包括鼓勵自願措施，但強調目前仍非必要。

Key PointsThroughout 2026, growth investors have been rotating capital away from technology stocks.

据伊朗半官方媒体法尔斯通讯社报道，伊朗议会正在起草一项法案，拟对申请安全通过霍尔木兹海峡的船只征收费用。 法尔斯通讯社援引一位匿名议员的话称，该计划将于下周敲定，并从法律上确认伊朗对霍尔木兹海峡的管辖权。这一关键水道连接着波斯湾地区全球主要油气生产国与世界其他地区。 自近一个月前美国和以色列对伊朗发动打击以来，这一狭窄水道几乎已处于封锁状态，成为本轮冲突的焦点。随着伊朗收紧管控，过去几周仅有少量船只得以通行，其中大多与伊朗或中国有关，另有少数船只获得伊朗伊斯兰革命卫队批准安全通行。 德黑兰方面的此项立法，将把航运业已广泛报道的一项单方面安排正式合法化。此前伊朗方面已非正式向过往船只索要最高达200万美元的通行费用。有关方面通过中间人要求船员提供人员、货物及航行信息，部分情况下还索要费用，不过相关行动并未形成体系。 征收通行费并承诺安全通行，给航运业带来了复杂难题。企业既急于解救被困在波斯湾的船员与货物，又不愿因此面临制裁与安全风险。依照国际法，此类关键航道的航行自由通常受保障。 海洋保险经纪公司Cambiaso Risso Asia理赔主管阿曼达・比约恩在新加坡一场海事会议间隙表示：“归根结底，问题在于你是否愿意在这件事上信任伊朗。” “这将阻碍全球贸易，而在过去大约一百年里，我们一直享有航行自由。” 霍尔木兹海峡航运受阻已导致波斯湾地区石油生产被迫关停，当地炼油厂也在冲突中受损。受此影响，油价大幅飙升，全球基准布伦特原油本周早些时候一度突破每桶114美元。 责任编辑：李肇孚

The House Always Wins: How Palantir Is Teaming Up With Polymarket to Prevent Fraud on the Prediction Market Platform fool.com

Good morning . The US and Iran wrangle over talks with no end to war in sight. Travelers hoping for a drop in long-haul summer airfares face a brutal reality check, and British Airways is proposing a bonus for pilots who burn less fuel. Listen to the day’s top stories . The White House insisted that peace talks with Iran are ongoing, even as Tehran publicly rejected US overtures and issued fresh conditions of its own to end the conflict. Donald Trump claimed Iran was desperate to make a deal . The US deployment of troops to the region is fueling fears that the president is gearing up for exactly the sort of risky ground invasion that he once campaigned against. BlackRock President Rob Kapito said investors may be underestimating the risks stemming from the war, which are likely to weigh on growth and drive inflation higher even if the conflict ends soon. Stocks and bonds both edged lower and oil climbed. Check out our Markets Today live blog for all the latest news and analysis relevant to UK assets. The Iranian parliament is working on a draft bill that would impose a fee on vessels seeking safe passage through the Strait of Hormuz, according to the semi-official Fars news agency. Read our explainer on what it would take to reopen the waterway. Ticket prices on major routes connecting Asia and Europe have surged up to 560% this month and are likely to stay elevated through the summer on war-related disruptions, according to Alton Aviation. Meanwhile, British Airways is offering pilots a financial incentive to cut their aircraft’s fuel consumption. Italy is set to cut its economic growth forecast to as low as 0.5% for 2026 because of the war, according to people familiar. UK consumer confidence slumped this month to the weakest reading since the British Retail Consortium’s tracker began in March 2024 on concerns about a surge in inflation. Ex-Goldman CEO Blankfein Warns of ‘Fire’ Risk in Private Markets Is SpaceX Worth $1.75 Trillion? Key Questions for Musk’s Big IP...

格隆汇3月26日｜万联证券研报指出，中信银行规模稳健增长，分红比例提升。2025年公司实现营收和归母净利润分别为2125亿元和706亿元，同比增速分别为-0.5%和3%。其中，营收同比增速降幅较前三季度收窄，归母净利润同比增速与前三季度基本持平。4季度其他非息收入同比降幅明显收窄，使得营收端增速回升。2025年中信银行资产规模保持稳健增长，资产质量保持稳健，分红比例提升。维持“增持”评级。

格隆汇3月26日｜中银国际发表研报指，昆仑能源去年核心盈利按年跌7%至59.23亿元，符合预期，主要归因于天然气销售业务表现疲软。该行预计，核心盈利在2026年将保持稳定。为反馈投资者，公司将于2025年将派息率提高至51%，并承诺在2026至28年派息率将不低于50%，且每股股息不低于2025年水平。该行指，将公司2026年至2027年盈利预测下调5%至8%，目标价由9.6港元下调至8.87港元，评级“买入”。

ismagilov/iStock via Getty Images The following segment was excerpted from the Virtus SGA Global Growth Fund Q4 2025 Commentary. Largest Contributors Alphabet ( GOOGL ) Alphabet was a top contributor during the quarter, driven by accelerating growth across its core businesses and strong execution in AI-enabled products. Search queries and revenues both accelerated, challenging concerns about competitive threats from AI chat tools and supporting the case for continued innovation-driven market expansion. YouTube and Cloud also posted robust growth, with Cloud backlog and revenues benefiting from strong enterprise demand for AI solutions. Alphabet's disciplined margin management and diversified revenue streams, alongside strategic investments in AI and cloud, position it well for continued growth. Despite ongoing regulatory and competitive pressures, Alphabet's leadership in search, video, and cloud, combined with its ability to monetize a loyal global user base, should support double-digit earnings and revenue growth in the years ahead. We raised the target to an above-average weight position. Taiwan Semiconductor Manufacturing ( TSM ) TSMC was a top contributor during the quarter, driven by robust demand for advanced semiconductor manufacturing and improved gross margins as AI continues to grow strong and the non-AI segment showed signs of recovery. Management raised its revenue growth guidance to the mid-30% range, and given continued strength in demand, AI-related growth targets are expected to move above the current mid-40% level. TSMC's leadership in cutting-edge process nodes remains undisputed. The company raised its CapEx guidance to support future growth and is expected to increase its AI revenue growth target, reflecting confidence in the secular expansion of high-performance computing and AI workloads. Strategic steps to diversify manufacturing outside Taiwan, including new facilities in Japan, Germany, and the U.S., further strengthen TSMC's position. With...

WASHINGTON DC, UNITED STATES - MARCH 20: United States President Donald Trump (R) speaks to the press before his departs the White House en route Miami, Florida on March 20, 2026, in Washington DC. Celal Gunes | Anadolu | Getty Images Nearly a month into the Iran war, the United States is preparing to send thousands of additional soldiers to the Middle East, expanding a military footprint that already has tens of thousands of American personnel in the region. But the buildup signals something other than preparation for a ground offensive, according to analysts who suggested it is an exercise in coercive diplomacy — designed to increase leverage as President Donald Trump turns up the pressure for Iran to come to the negotiating table. "President Trump is essentially saying either you — the Iranians — can cut a deal now or face potentially more intense consequences down the road," Raphael Cohen, a senior political scientist at RAND school of public policy, told CNBC via email. The military buildup gives the president optionality, not just to strike, but to bargain from strength, Cohen noted. Washington and Tehran have struggled to find a path to start negotiations over peace terms , with each side insisting it holds the upper hand in the conflict while portraying the other as the more desperate one. The U.S. has circulated a 15-point peace plan , demanding what would amount to a complete termination of Iran's nuclear program and sharp limits on the reach and size of its missile arsenal — similar to the ones touted in February, before negotiations fell through and led to a joint U.S.-Israeli strike on Iran. The Iranian government, for its part, has declared it will not end the conflict unless Washington pays war reparations and recognizes Tehran's "exercise of sovereignty" over the Strait of Hormuz. Earlier on Thursday, Iran's Foreign Minister Abbas Araghchi said that no negotiations were taking place between Tehran and Washington. watch now VIDEO 8:56 08:56 Seeing no ...

谷歌 研究人员公布一项全新压缩技术后，市场对内存需求产生担忧，计算机内存及存储产品股价大幅下挫。但这或许只是短暂波动，而非行业生存层面的威胁。 人工智能应用领域核心内存芯片厂商SK海力士在韩国证交所股价一度下跌6.4%，闪存制造商铠侠控股在东京股市亦下跌6.4%。此前， 美光 科技与 闪迪 已于周三在纽约股市收跌。 谷歌母公司Alphabet旗下的谷歌表示，其全新Turbo Quant技术可将运行大语言模型所需的内存容量至少缩减至原来的六分之一，从而降低人工智能训练的整体成本。内存是英伟达加速芯片的核心组成部分，在人工智能热潮中，内存需求大幅激增。 不过，看好全球内存股票本轮暴涨行情的多方人士认为，效率提升反而会提振而非抑制需求——这便是经典的杰文斯悖论。 摩根大通 交易团队在一份报告中援引了这一19世纪的理论。该行分析师表示，该消息可能引发投资者获利了结，但内存用量短期内不会受到威胁。 摩根士丹利 分析师肖恩・金在报告中写道，考虑到投资回报潜力，Turbo Quant对超大规模云计算企业与大语言模型而言是利好。他表示：“该压缩算法让AI推理速度提升8倍，同时内存占用减少至原来的六分之一。” 近几个月，受人工智能热潮带来的旺盛需求引发供应短缺影响，内存及存储产品价格持续攀升，推动相关个股走出指数级行情，例如铠侠股价自8月底以来暴涨700%。 谷歌的这一技术进展引发市场对内存需求可能下滑的担忧，但部分分析师对此观点予以反驳，称实际情况恰恰相反。 杰文斯悖论是一位英国经济学家针对煤炭生产提出的理论，即生产效率越高，需求反而会越大。 奥图斯咨询分析师安德鲁・杰克逊在Smartkarma平台发布的报告中写道，鉴于供应极度紧张的局面，谷歌的这项技术进展对需求“影响甚微”。对于铠侠而言，“在股价大幅上涨后，出现一定程度的获利了结实属正常”。 责任编辑：李肇孚

据同花顺iFinD数据，沪深京三市成交额超1.7万亿元，较上日此时缩量2248亿元，预计全天成交金额约1.9万亿元。截至目前，沪市成交额7381亿元，深市成交额9504亿元，北证50成交额114亿元。

格隆汇3月26日｜里昂发表研报指，金山云去年第四季业绩胜预期，受惠强劲人工智能(AI)需求带动，总收入按年增长24%。期内公有云服务收入按年增长35%。该行预测，金山云2026年收入将年增30%，较2025年的23%增速加快，主要由来自小米及非生态系统客户的持续AI需求推动。该行将集团今明两年收入预测分别上调8%及9%，并将估值基础延伸至2027财年，金山云美股目标价由17.7美元上调至20.4美元，维持“跑赢大市”评级。

伊拉克能源部门官员25日说，由于霍尔木兹海峡陷入事实性封锁状态，伊拉克无法通过该海峡出口原油，仓储空间告急，因此不得不减产石油，该国南部主要油田的产量暴跌八成。路透社援引伊拉克能源部门3名官员的话报道，伊拉克南部主要油田的产量减少约80%，降至日均约80万桶。美国和以色列对伊朗发动打击前，这些油田的产量约为日均430万桶。本月早些时候，行业消息人士披露，这些油田的产量已下跌约70%，至日均约130万桶。(新华社)

泡泡瑪特股價是否見底？沽壓會否持續？

Exactly 20 years ago, Scotland became the first part of the UK to outlaw smoking in bars, restaurants and offices.

金价在为期两日的小幅回升后趋于稳定，投资者正在权衡美国与伊朗就结束中东战事谈判发表的相互矛盾的表态。 黄金价格持稳在每盎司4500美元附近，此前两个交易日累计上涨逾2%。白宫坚称正与伊朗进行谈判，并已拟定一份包含15项条款的和平提议；而伊朗方面则公开拒绝美方结束冲突的提议，并提出了自身的条件。尽管美国在推动外交斡旋，却已向该地区增派数千名士兵，加剧了市场对风险较高的地面入侵行动的担忧。 这场战争爆发近一个月以来，金价已下跌近15%，走势大致与股市同步，与油价呈反向关联。能源价格飙升加剧了通胀风险，促使投资者押注各国央行将维持利率不变或加息。这对不生息的黄金构成利空。 美联储加息的可能性，或因战争持续可能引发美国经济衰退的风险而有所缓和。华尔街正在下调今年美国经济增长预期，上调通胀与失业率预测，并提高了经济衰退的概率。 据测算，战争爆发以来，交易所交易基金（ETF）已赎回约85吨黄金持仓。渣打银行包括苏达克希娜・乌尼克里希南在内的分析师在报告中表示，即便金价处于每盎司4500美元，仍有另外83吨持仓处于浮亏状态，因此面临被抛售的风险。按周三黄金收盘价计算，这部分持仓价值约120亿美元。 分析师称：“短期内，过热的持仓状况仍可能面临调整压力。” 新加坡时间下午1点10分，现货黄金上涨0.1%，报每盎司4511.95美元。白银微涨0.2%，报71.32美元，铂金与钯金同样小幅走高。彭博美元现货指数持平。 责任编辑：李肇孚

格隆汇3月26日｜以色列国防军：发现从伊朗发射的导弹朝以色列领土飞来。防御系统正在运作以拦截威胁。

股評人連敬涵於節目中表示看好寧德時代(3750)，理由在於公司業績強勁，儲能業務躍升為核心增長引擎，而且技術領先，全球儲能龍頭地位堅固，加上布局全面，緊抓政策機遇引領產業發展。 連敬涵建議待股價回落至約615元水平買入，目標價定於720元，若失守580元就先行止蝕。 寧德時代(3750)買賣策略 買入 $615 目標 $720 止蝕 $580 股評人趙晞文則建議留意華潤啤酒(291)走勢，主要看好公司業績表現較預期好，加上集團持續推進高端化戰略，提升毛利率水平，而未來派息也有望進一步增加，利好股價表現。 趙晞文建議於24.8元才買入，目標價上望27.8元，當股價跌穿22元就止蝕離場。 華潤啤酒(291)買賣策略 買入 $24.8 目標 $27.8 止蝕 $22

股評人連敬涵於節目中表示看好寧德時代(3750)，理由在於公司業績強勁，儲能業務躍升為核心增長引擎，而且技術領先，全球儲能龍頭地位堅固，加上布局全面，緊抓政策機遇引領產業發展。 連敬涵建議待股價回落至約615元水平買入，目標價定於720元，若失守580元就先行止蝕。 寧德時代(3750)買賣策略 買入 $615 目標 $720 止蝕 $580 股評人趙晞文則建議留意華潤啤酒(291)走勢，主要看好公司業績表現較預期好，加上集團持續推進高端化戰略，提升毛利率水平，而未來派息也有望進一步增加，利好股價表現。 趙晞文建議於24.8元才買入，目標價上望27.8元，當股價跌穿22元就止蝕離場。 華潤啤酒(291)買賣策略 買入 $24.8 目標 $27.8 止蝕 $22

專家股份策略追蹤｜看好寧德時代3750 建議留意華潤啤酒291走勢 news.tvb.com

專家股份策略追蹤｜看好寧德時代3750 建議留意華潤啤酒291走勢 news.tvb.com

CSG Full Year 2025 Results Statement

格隆汇3月26日｜伊朗驻日本大使佩曼·塞达特周四表示，美国单方面强加和平方案给德黑兰是不可接受的。目前，两国仍在就和平谈判争论不休，冲突仍未见明确的结束迹象。塞达特在东京会见日本执政党成员后表示：“他不能提出一个和平方案，然后说‘我要你接受’。”他显然指的是美国总统特朗普。“单方面强加是不可接受的。”他补充道。尽管德黑兰公开拒绝了美国的提议，并提出了结束这场冲突的新条件，但白宫仍坚称与伊朗的和平谈判仍在进行中。“我认为侵略者不可能单方面决定或计划采取某种行动，”塞达特说。“决定权不在美国人手中，而在于伊朗。”