尽管尼日利亚目前拥有非洲最大的炼油厂，但在中东战争的背景下，该国汽油价格已飙升至创纪录高位。 非洲最大的炼油厂——丹格特炼油厂于2024年投产，目前已开始向西非以外的地区出口燃料。该炼油厂于2024年1月启动柴油和石脑油生产，并于2024年9月开始生产汽油。 中东战争爆发之初，该炼油厂曾表示，将“坚定不移地致力于在国际石油市场近期冲击中发挥稳定作用”。 然而，随着国际原油价格飙升，该炼油厂的原油成本也随之上涨，因为丹格特依赖进口原油来加工燃料。 “尼日利亚上游生产商未能按照《石油工业法》的要求向炼油厂供应原油，这加剧了高原油成本问题，迫使我们通过国际贸易商采购很大一部分原油，而这些贸易商收取额外溢价，”丹格特管理层表示。 据报道，由于该炼油厂依赖国际市场进口，尼日利亚人目前支付的汽油价格因此高出65%。 相关内容：这家俄亥俄州的工厂是特朗普在稀土战争中的秘密武器 丹格特首席执行官大卫·伯德上周告诉当地电视台Arise TV，该炼油厂目前仅收到5批本地原油货盘，而此前商定的数量为13至15批。 “我们努力在商业可接受的范围内维持一定的稳定……但从原油到运费和保险，我们所有的成本投入都受到了影响，”伯德对Arise电视台表示。 尽管去年汽油生产遭遇挫折，丹格特炼油厂在2026年1月的原油日加工量仍创下纪录。 就在战争爆发前夕，丹格特供应了该国62%的高级汽油，首次超越燃料进口商。 但现在，国际供应危机暴露了其对国外原油的依赖，以及丹格特在国际市场上为此类原油所付出的代价。 责任编辑：张俊 SF065

Micron just gave incredible news to investors of this AI infrastructure stock that has tripled in a year MSN

Nvidia (NASDAQ:NVDA) is investing $2 billion in artificial intelligence cloud company Nebius to develop a full-stack AI cloud platform for developers and enterprises. The partnership will support Nebius in deploying more than 5 gigawatts of Nvidia-powered capacity by the end of 2030, the companies said in a March 11 statement. "AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout," Nvidia CEO Jensen Huang said in the statement

Analysts at Jefferies say that while regulatory scrutiny may affect Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB), the company could still present attractive long-term investment opportunities. In a note to clients, Jefferies highlighted that concerns around regulatory and...

Meta faces regulatory risks but Jefferie sees buying opportunity Yahoo Finance UK

Meta faces regulatory risks but Jefferie sees buying opportunity Proactive financial news

以色列国防军在Telegram上表示，其已完成一轮大范围空袭，目标是位于德黑兰核心区的基础设施。 责任编辑：李桐

Veteran returns to club 44 years after being sacked ‘It boils down to two words: energy and enthusiasm’ Roy Hodgson insisted he does not require “a crutch” after making a shock return to Bristol City at 78 years old and believes he is healthier than when last coaching two years ago, when he was taken ill at Crystal Palace. The former England manager, who took training at the Championship club for the first time on Monday, has taken interim charge for the final seven games of the season. Hodgson left Palace in February 2024 , four days after collapsing at training, but he was tempted out of retirement by Richard Scudamore, the former Premier League chief executive who joined City’s board last October. Hodgson was at home in Richmond, west London, when he received a message out of the blue from Scudamore, a lifelong City fan, asking if he could pick his brains. Continue reading...

美联储主席杰罗姆·鲍威尔周一表示，美国货币政策目前处于良好状态，美联储将先观望当前中东冲突对经济和通胀的影响，再就利率采取进一步行动。 鲍威尔重申，“现在判断”战争对经济影响的长期范围与持续时间为时过早，并指出地缘政治风险使得经济前景充满不确定性。这位美联储主席表示，能源冲击通常是暂时性的，一旦冲击过去，为应对油价飙升引发的通胀而立即加息最终可能损害经济。美联储在3月18日的会议上将利率维持在3.50%-3.75%不变。 中东战争爆发后，石油和燃料价格大幅上涨，全国普通汽油平均价格目前为每加仑3.990美元，高于一个月前的2.982美元，通胀风险由此上升。 特朗普政府已采取行动安抚石油市场，美国财政部长斯科特·贝森特声称全球石油市场供应充足。“随着时间的推移，美国将重新控制海峡，航行自由将得到保障，无论是通过美国护航还是多国护航，”贝森特告诉媒体。 然而，交易员似乎并不信服，货币市场目前预计加息概率为42%-52%，而2026年不会降息的概率则为92%，这与之前多次降息的预期形成鲜明逆转。能源成本上升增加了运输和生产开支，推高整体通胀，使美联储实现2%通胀目标的进程复杂化。高能源价格也往往会放缓经济增长，形成“滞胀”环境，限制了美联储降息的能力。 受中东地缘政治紧张局势以及有限的可替代供应影响，预计油价将保持高位，可能持续至2027年。 高盛 已就冲突导致的结构性供应短缺发出警告，分析师预测，如果霍尔木兹海峡持续关闭，油价可能达到每桶150至200美元。 责任编辑：张俊 SF065

“You can deceive, manipulate, and lie. That’s an inherent property of language. It’s a feature, not a flaw,” CrowdStrike CTO Elia Zaitsev told VentureBeat in an exclusive interview at RSA Conference 2026. If deception is baked into language itself, every vendor trying to secure AI agents by analyzing their intent is chasing a problem that cannot be conclusively solved. Zaitsev is betting on context instead. CrowdStrike’s Falcon sensor walks the process tree on an endpoint and tracks what agents did, not what agents appeared to intend. “Observing actual kinetic actions is a structured, solvable problem,” Zaitsev told VentureBeat. “Intent is not.” That argument landed 24 hours after CrowdStrike CEO George Kurtz disclosed two production incidents at Fortune 50 companies. In the first, a CEO's AI agent rewrote the company's own security policy — not because it was compromised, but because it wanted to fix a problem, lacked the permissions to do so, and removed the restriction itself. Every identity check passed; the company caught the modification by accident. The second incident involved a 100-agent Slack swarm that delegated a code fix between agents with no human approval. Agent 12 made the commit. The team discovered it after the fact. Two incidents at two Fortune 50 companies. Caught by accident both times. Every identity framework that shipped at RSAC this week missed them. The vendors verified who the agent was. None of them tracked what the agent did. The urgency behind every framework launch reflects a broader market shift. "The difficulty of securing agentic AI is likely to push customers toward trusted platform vendors that can offer broader coverage across the expanding attack surface," according to William Blair's RSA Conference 2026 equity research report by analyst Jonathan Ho. Five vendors answered that call at RSAC this week. None of them answered it completely. Attackers are already inside enterprise pilots The scale of the exposure is already visible ...

The S&P 500 is down 7.7% since the Iran conflict began — worse than the median 6.1% decline during previous geopolitical shocks.

JHVEPhoto/iStock Editorial via Getty Images Introduction Micron ( MU ) has been seeing its stock decline from its peaks despite the company reporting record-breaking guidance for its Q2 earnings that would, in essence, triple the company’s financials compared to 2 years ago. I’ll dive into why I still believe that Micron is not worth an investment at this current price, as it is down more than 4% since my sell rating on the company . Current Dynamics The main driver of the decline has been Micron’s decision to increase its fiscal 2026 Capex guidance by over $25B . Though this is to fast-track domestic manufacturing, the hike gave the signal of the ever-coming oversupply trap if the AI boom slows even at a slim margin. More recently, the ratepayer protection pledge has forced the hyperscalers like Amazon ( AMZN ) and Google ( GOOG ) to internalize long-dated energy utility liabilities. There are some concerns that these infrastructure premiums will directly put costs onto tech balance sheets and potentially cool the available capital for HBM. This ties in with the $100B New York megafab that has faced significant timeline resets, as the first fab will now start in Q3 of 2030 due to labor shortages and construction complexities. This shows the difference between theoretical planning and the real-world friction I mentioned in my earlier analysis, which would certainly affect such a large-scale endeavor. Another pillar of the bull case behind Micron has been Agentic AI, which can autonomously plan, reason, and act to do multi-step tasks. The nature of agentic AI, which can generate thousands of continuous inference loops per user session, in essence acts as a sustained baseload of compute demand, multiplying the amount of HBM required per user by an order of magnitude. However, that monetization wall has remained a risk, as while reports have indicated that 79% of organizations have adopted AI agents, only 34% have achieved full implementation . More so, research from S...

Micron: The Competition Is Catching Up (NASDAQ:MU) Seeking Alpha

由卡塔尔能源与 埃克森美孚 合资成立的黄金通道液化天然气项目，其首条液化生产线已实现首次液化天然气生产。这标志着，在伊朗冲突引发全球能源危机的背景下，该设施正从接收终端转型为主要的出口枢纽。 该项目位于得克萨斯州萨宾帕斯，共规划三条生产线，全面投产后名义年产能约为1800万吨。这一巨型项目是卡塔尔能源投资200亿美元于美国能源领域更广泛战略的一部分，同时也是该公司在推进卡塔尔北部油田扩建项目的同时，扩展其全球液化天然气投资组合的关键一环。 黄金通道液化天然气项目此前遭遇了建设延误和成本超支，最终成本超过100亿美元，较预算高出约20亿美元。该项目在2024年遭遇重大挫折，主承包商申请破产，导致数千人被裁员，直至新的承包商接手复工。另两条生产线预计将于2026年底和2027年投产。 该设施投产之际，卡塔尔能源行业正面临严重危机。此前，伊朗于2026年3月袭击了卡塔尔的拉什工业城，破坏了关键基础设施。袭击对卡塔尔关键的液化天然气出口枢纽能力造成了冲击，受影响生产线的修复工作预计需要三到五年。卡塔尔每年可能因此损失高达200亿美元的收入，而其亚洲和欧洲客户也将感受到供应减少带来的压力。 除黄金通道液化天然气项目外，美国目前还有多个大型液化天然气出口终端正在建设中，包括Venture Global在路易斯安那州的普拉克明液化天然气厂、切尼尔能源（纽交所代码：LNG）在得克萨斯州的科珀斯克里斯蒂液化天然气三期项目、NextDecade Corp．（ 纳斯达克 代码：NEXT）在得克萨斯州的里奥格兰德液化天然气项目、森普拉（纽交所代码：SRE）在得克萨斯州的亚瑟港液化天然气项目、Venture Global的路易斯安那州CP2液化天然气项目，以及伍德赛德能源（纽交所代码：WDS）在路易斯安那州的伍德赛德路易斯安那项目（即原Tellurian公司名下的漂木液化天然气项目）。 责任编辑：张俊 SF065

Two Chinese container ships sailed through the Strait of Hormuz on Monday on their second attempt to leave the Gulf after turning back on Friday, ship-tracking data showed. The critical waterway has effectively been shut since the US-Israeli war with Iran began on February 28. The vessels ‌sailed in close formation out of the strait and into open waters, data on the MarineTraffic platform showed. “Both vessels successfully crossed on a second attempt today, marking the first container vessels to...

Investors looking to navigate the choppy market should consider certain defensive plays, according to Barclays. That's because it's become clear that geopolitics, oil, artificial intelligence disruption and private credit are no longer just side risks this year, analyst Andrew Ferremi said in a note last week. "Global markets have entered a phase where geopolitical risk and structural disruption are no longer episodic shocks but persistent features of the investment landscape," he wrote. Stocks tumbled again last week, with the Dow Jones Industrial Average ending Friday more than 10% from its most recent high and entering correction territory, while the S & P 500 notched its fifth straight week of losses. The market has been see-sawing in 2026: First, investors grappled with fear over AI disruption in certain sectors . Private credit risks also weighed on the market as major funds saw rising redemptions . Then, the Iran war broke out at the end of February, sending oil prices higher. Ferremi and his team polled the firm's sector analysts on the best ideas for investors to manage the latest bout of market volatility. One top play is investing in stocks that are the most defensive in the current environment and are rated overweight by the analysts covering them. Many also pay dividends. Here are some of the names that made the cut. Investors can nab attractive portfolio income with Extra Space Storage , coming in with the highest yield on the list at roughly 5 % . The real estate investment trust focuses on self-storage properties, which have historically been resilient through economic cycles, analyst Brendan Lynch wrote. The sector's financials should continue to improve as supply pressures ease, he said. It will also benefit as AI drives enhanced marketing and pricing capabilities, he added. "We believe the largest players are best positioned to capture demand and leverage technology given large volumes of customer data and strong brand recognition," Lynch said. Th...

赛博离岸公司（Sable Offshore）周一表示，在本月早些时候恢复原油运输后，已开始通过其位于加州近海的圣伊内斯管道系统向 雪佛龙 销售石油。 该管道系统沿加州加维奥塔海岸铺设，自2015年发生石油泄漏事故后一直处于关闭状态。那次泄漏污染了数英里海岸线，导致野生动物死亡，并损害了当地渔业。 赛博公司重启该系统的努力此后引发了与加州监管机构及环保组织的长期争端，后者通过提起诉讼来质疑重启的合法性。 此次重启是在特朗普政府依据《国防生产法》发布指令后进行的，该指令要求恢复南加州附近的钻探作业，以加强国内能源供应。 赛博公司表示，该管道已以每日超过5万桶的速度，完成了从拉斯弗洛雷斯峡谷至彭特兰站的输油填充。 这家总部位于休斯顿的公司称，计划于周一晚些时候恢复圣伊内斯作业区的传统平台的生产，预计 日产 量将超过3万毛桶。 该公司还预计，该作业区内的另一座海上平台——洪都平台，将于第二季度末前投产。 责任编辑：张俊 SF065

DNY59/iStock via Getty Images Intro As has often been the case in the past, instead of following the most widely discussed reasons for potential market drawdowns, they can start from a trigger nobody could have expected. While much of the recent discussion has hovered around an AI bubble, liquidity draining, overpriced markets, or the yen carry trade as potential catalysts for a market selloff, the reality turned out differently yet again – this time, the so‑called “expected unexpected” came from the closure of a strait in the Middle East. The Middle East has long been seen as a continuously entrenched conflict environment, something markets have largely come to accept as an almost unavoidable reality. As a result, yet another escalation in the region was seen as nothing more than a brief period of elevated volatility. In situations like these, markets generally act in a fairly rational manner. Iran’s roughly 1.5 mbpd of oil exports at risk were viewed as the main downside factor, but given that oil markets were already facing an oversupply before the conflict, the risks to the global economy seemed almost negligible. Furthermore, since Iran was already under heavy sanctions, its role in the global economy remained limited. Instead, a potential change in another hardline regime could be viewed as a positive development from the market’s perspective. After all, Iran is a large country—nearly three times the size of France and 2.5 times the size of Texas —with a population of nearly 90 million, reportedly well-educated people. As the holder of the world’s third-largest oil reserves , a post-sanctions Iran could see its energy supply expand and its economy thrive, providing a boost to both the global and regional economies. In short, from the market’s perspective, a degree of short‑term uncertainty was outweighed by the potential for a more positive longer‑term outcome. But the closure of the Strait of Hormuz – while widely analyzed in theory and known for its highly d...

格隆汇3月31日｜当地时间3月30日，中非共和国总统图瓦德拉正式宣誓就职，开启其第三个总统任期。

Meta Shares Rise 2% After Key Trading Signal Benzinga

Coupang, Inc. (NYSE:CPNG) is one of the 10 High PE Stocks Insiders Are Buying. On March 17, 2026, Coupang, Inc. (NYSE:CPNG) announced at the NVIDIA AI Conference & Expo that its collaboration with Nvidia (NVDA) has enabled the creation of an “AI factory” to support innovation across its e-commerce logistics and delivery operations. The company […]

The wheat complex is showing mixed action on Monday, with KC the weakest. Chicago SRW futures are 6 to 7 cents higher at midday. KC HRW futures are down 2 to 3 cents reverting from some recent strength. MPLS spring wheat is 5 to 6 cents higher so far on...

Soybeans are trading with 4 to 6 cent gains on Monday at midday. The cmdtyView national average Cash Bean price is up 5 ¼ cents at $10.91 1/4. Soymeal futures are up 40 to 70 cents, with Soy Oil futures 125 to 130 points higher. Export Inspections data showed soybeans...

The eVTOL maker will face two unpredictable challenges.

Key PointsThe Iran War could postpone Joby’s first commercial flights in Dubai.

星巴克 借年度股东大会之机明确传递了一个信息：尽管股东推动了几项治理改革，管理层相信复苏已开始显现。 全部11名董事会提名人均获得连任，其中玛丽莎·梅耶得到的支持最为强劲。股东还批准了从超级多数投票制向简单多数标准的转变。与此同时，包括要求设立独立董事会主席、增加医疗与企业合作相关报告在内的若干提案未能通过，表明投资者目前并不寻求重大结构性变革。 市场更关注的是业务本身。首席执行官布莱恩·尼科尔显得信心十足，他表示公司的复苏进度快于预期，顾客已经能够“感受到不同”。门店体验是其中的重要一环，星巴克计划在2026财年之前对超过1000家门店进行焕新升级，以重现更温馨、更一致的氛围。 责任编辑：张俊 SF065

Elon Musk looks on as President Donald Trump speaks at the U.S.-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, Nov. 19, 2025. Brendan Smialowski | Afp | Getty Images Judge Kathaleen McCormick of Delaware said Monday that she's reassigning cases involving Elon Musk after the Tesla CEO accused her of bias due to what appeared to be her support of a social media post critical of him. Musk formally accused McCormick of bias last week, and his attorneys demanded that the Delaware Court of Chancery judge recuse herself from two Tesla lawsuits. The LinkedIn post that McCormick allegedly responded to with an emoji touted a court verdict that could cost Musk upwards of $2 billion for defrauding Twitter investors. McCormick said in a letter to Musk's attorneys last week that she didn't intend to click any emoji expressing support for the post, and that she had reported possible "suspicious activity" on her account to LinkedIn. In her order on Monday, McCormick denied the motion for recusal, but said she was reassigning three Musk-related actions now before the Court of Chancery to other judges. "The motion for recusal rests on a false premise — that I support a LinkedIn post about Mr. Musk, which I do not in fact support," she wrote. "I am not biased against the defendants in these actions. In fact, I dismissed a suit against Mr. Musk just last year. The motion for recusal is denied. But the motion for reassignment is granted." McCormick became the target of Musk's ire after she ordered Tesla to rescind his 2018 CEO pay package, worth about $56 billion in options, when she presided over the shareholder suit Tornetta v. Musk. Musk moved his businesses, including Tesla, out of Delaware, incorporating them in Texas and Nevada and encouraging others to do the same. In 2025, Delaware's Supreme Court said Musk's 2018 pay package must be restored, deciding that the lower court's decision by McCormick was too extreme a remedy and did not g...

Andrii Dodonov/iStock via Getty Images Commentary as of 12/31/25 The fund posted a return of -1.04% (Class I shares) for the fourth quarter of 2025, while its benchmark, the BofA Merrill Lynch 3-mo. T-bill Index, returned 0.97%. The fund's underperformance of its benchmark was primarily driven by intra-emerging market fixed income positioning, relative-value European equity exposure, and a short U.S. dollar position. The fund maintained a relatively neutral equity exposure as data indicated that market positioning was complacent and could be stretched across a number of risks. The fund was directionally short duration (interest rate sensitivity) in primarily the United States and Japan, and positioned for country-level divergences. It retained a short U.S. dollar exposure versus a basket of global currencies. Portfolio management Philip Green, Michael Pensky Investment approach The fund seeks to attain the highest total investment return through a fully managed investment policy utilizing equity, debt (including money market) and convertible securities. Contributors The fund moved to a more defensive stance in October and November by trimming directional positioning, which hampered results as performance across stocks, bonds, and the U.S. dollar remained positive. However, December brought about a shift that benefited the directional short positions in long-dated fixed income, as global yield curves steepened. Relative-value fixed income positioning also contributed, notably a long German bund versus short U.K. gilt exposure. Directional and relative-value long positions in Japanese equities were also additive, as Japan outperformed its global peers. Detractors Emerging market fixed income positioning was the main detractor, particularly a long Korea rates versus a short emerging market rates exposure, as an unexpected Bank of Korea policy statement drove higher real yields and weighed on returns. European equity relative-value positions weighed on returns, with sho...