3月30日，数十位华人代表来到位于巴拿马运河西侧的华人抵巴150周年纪念碑旧址，纪念首批华人以契约劳工身份抵达巴拿马172周年。(新华社)

亞太區股市普遍下跌，日本和南韓股市連跌第四日。 日經指數曾跌逾百分之2.5，跌至5萬點邊緣有支持，收市跌幅略為收窄。總計三月份，累積下跌約一成三。 南韓股市累跌一成九，兩項指數均見2008年十月以來，最大單月跌幅。 台灣股市單日跌近百分之2.5，全月跌幅一成，是2022年九月以來，跌幅最大的月份。 澳洲股市則靠穩，終止過去三日跌勢。全月計，則累積下跌近百分之7.8。

In the land of sushi and ramen, Wall Street is betting millions on American burgers and fried chicken. Carlyle and Goldman Sachs see chains like KFC and Burger King having a larger presence in Japan. What's fueling these big bets? Lisa Du explains. (Source: Bloomberg)

peshkov/iStock via Getty Images Investment Approach Fidelity Freedom® Funds (the Funds) are designed so that the target date referenced in the Fund name is the approximate year when investors expect to retire. Except for Fidelity Freedom® Retirement Fund, each of the Funds seeks high total return until reaching its respective target retirement date; thereafter, each Fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. Except for Fidelity Freedom® Retirement Fund, each Fund's asset allocation strategy becomes increasingly diversified as it approaches its target date – and beyond. Ultimately, the Funds are expected to merge with Fidelity Freedom Retirement Fund. The Funds employ a disciplined and time-tested investment process focused on helping investors achieve successful retirement outcomes by leveraging the depth and strength of Fidelity's investment research and resources. Market Update and Portfolio Review Global equities advanced in Q4 amid economic expansion and strong corporate fundamentals. Non-U.S. equities led the broad-based rally amid improved manufacturing conditions and policies to support domestic growth and consumption. The U.S. Federal Reserve cut interest rates twice in Q4, given signs of softer employment conditions. Inflation remained above target. Nominal 10-year U.S. Treasury bond yields finished Q4 effectively unchanged at around 4.2%. Credit spreads remained low relative to history. Total Return of Strategic Asset Classes Period Ending December 31, 2025 You cannot invest directly in an index. Past performance is no guarantee of future results. U.S. Equities - Dow Jones U.S. Total Stock Market Index, Non-U.S. Equities - MSCI All Country World ex USA Index (Net Mass), U.S. Short-Term Inflation- Protected Bond - Bloomberg U.S. TIPS 0-5 Years Index, U.S. Long-Term Inflation-Protected Bond - Bloomberg U.S. Treasury Inflation Notes: 5+ Years Index, U.S. Investment- Grade Bond - Bloomberg U.S. Agg...

An indicator tied to Walmart's ( WMT ) stock, tracked by veteran strategist Jim Paulsen, is signaling a sharp economic downturn ahead. The Walmart Recession Signal (WRS) measures the retail giant's share price [+10.9% YTD] against the S&P Global Luxury Index ( SPGLGUN ) [-14.8% YTD]. Paulsen believes a sharp rise in the WRS could warn of a potential recession or economic slowdown, as was the case leading up to the past four U.S. downturns. The WRS is now close to the highest recorded level, which was during the 2008-09 financial crisis. "The WRS is increasingly advising caution about the U.S. economy since retail purchasing is trending toward discounters, suggesting pressures may be building among lower- and middle-income consumers," Paulsen wrote in his latest newsletter on Substack. "My guess is the economy avoids a recession this year, but I am becoming more convinced that a significant U.S. economic slowdown is unfolding that will ultimately require additional economic policy accommodation and lower interest rates to arrest," he warned. The recent increase in the WRS indicates that economic stress "is growing from the bottom part of the income distribution" and may be "signaling growing trouble in the private credit markets." As for the labor market, Paulsen highlighted how the WRS "rose substantially long before the unemployment rate finally surged" during the late 1990s. This suggests that the recent rise in the WRS may not be reflected in unemployment figures yet. More on Walmart Walmart: Mounting Headwinds And High Valuation Warrant A Downgrade As A Stock, Walmart Offers Poor Value While Kroger Is Priced At A Discount Walmart: All-Weather Status Ironically Creates Risk For Investors Walmart's second act: From the superstore era to a $100B online powerhouse

Starlink satellites being deployed. | Image: SpaceX SpaceX says it lost contact with a Starlink satellite after suffering an "anomaly." SpaceX isn't saying exactly what happened, but space-tracking company Leo Labs says it "immediately detected tens of objects in the vicinity" of Starlink 34343 after the event. "Latest analysis shows the event poses no new risk to the @Space_Station, its crew, or to the upcoming launch of NASA's Artemis II mission," says SpaceX in a message posted to X. The satellite and fragments are expected to burn up in the atmosphere within a few weeks. SpaceX says it is working to determine the root cause. SpaceX suffered a similar episode in December when it suddenl … Read the full story at The Verge.

能繁母猪存栏持续高位、前期压栏大猪持续出栏，放大市场供给，而节后消费需求回落；政府已经启动冻猪肉收储，并要求严格落实产能调控措施 2026年3月29日，浙江杭州一菜市场。图：视觉中国 【财新网】 每年春节过后，猪肉价格都会出现季节性下降，2026年也延续了这一趋势，不过绝对水平明显低于往年。 据农业农村部监测，2026年3月31日，全国农产品批发市场猪肉平均价格为15.31元/公斤，比前一日下降1.0%。此前一周（3月20日—3月26日），猪肉价格环比下降1.9%，同比降幅达到23.4%。财新查询历史数据发现，自2013年6月有数据以来，只有2018年5月出现过这一价格低于16元/公斤的情况。 农业农村部畜牧兽医局对全国500个县集贸市场和采集点的监测也显示，3月第4周，全国30个监测省份生猪和猪肉价格全部下跌，同比降幅分别为29.8%和17.8%。

格隆汇3月31日丨据国家空间天气监测预警中心最新消息，北京时间3月30日10时51分至11时44分，太阳活动区14405爆发X1.4级耀斑。预计3月31日至4月1日可能发生较强磁暴，我国北方不少地方将有机会出现极光；4月2日仍有发生小磁暴的可能。

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 文章来源：华尔街见闻 油价破百本应推高通胀预期，隔夜美债收益率却反向下行，黄金一度大涨、美股能源股与大盘股同步跌——摩根大通认为这一信号证明了“通胀交易转向衰退交易”。美联储2026年加息概率单周骤降逾15个百分点，市场转而重新押注年内温和降息。 市场正在发出一个罕见信号：主导华尔街数周的通胀交易正在瓦解，衰退交易悄然接棒。 隔夜美股高开低走，三大股指开盘上涨后涨势难以为继，科技股和芯片板块成为标普500最大拖累，能源板块亦小幅收跌。与此同时，WTI 原油 期货收涨逾3%、突破100美元关口，但美债收益率却反向下行，黄金一度大幅飙升。 这一组合走势极为罕见——据摩根大通，这是伊朗冲突爆发以来首次，也是今年仅第二次出现能源股与大盘股同步下跌、而债券与黄金同步上涨的局面。 摩根大通将这一信号解读为市场交易逻辑的关键转变：“这或许证明了市场交易逻辑已从通胀交易转向衰退交易。”与此同时，货币市场同步调整定价，美联储2026年加息概率从上周五约35%骤降至约20%，市场转而重新押注年内温和降息。 油价破百，美债、黄金却反向走强 隔夜WTI 5月原油期货收涨3.24美元，2022年7月以来首次收于100美元整数关口上方。按照此前数周的市场逻辑，油价飙升理应推高通胀预期，进而压低债券价格、推升收益率。 然而周一的走势截然相反。纽约尾盘，10年期基准美债收益率下行8.95个基点，全天持续下行；2年期美债收益率跌9.22个基点。 黄金则一度大幅飙升，涨幅一度达3.6%，美联储主席鲍威尔当日表态偏鸽，进一步强化了市场的降息押注。货币市场随即调整定价，将美联储2026年加息概率从上周五约35%下调至约20%，转而重新定价年内温和降息预期。 这一“债油脱钩”走势，标志着市场开始从短期通胀恐慌，转向对中期经济衰退的担忧。 通胀预期悄然回落，增长担忧浮出水面 尽管能源价格持续飙升，长期通胀预期却几乎没有明显上移。以五年期通胀互换衡量，市场对未来5年的通胀预期已较1月高点下滑约20个基点，回落至去年4月动荡时期的水平。 高盛分析师Chris Hussey指出，本周市场核心仍在于增长与通胀之间的角力：通胀端，油价、天然气、铝及衍生品价格螺旋上行，威胁向全球尤其是亚洲渗透；增长端，中东局势的持续不确定性叠加能源价格冲击，令劳动力需求前...

Tesla Model Y: North America's Dominant Electric SUV Redefining Market Leadership and Investor Oppor AD HOC NEWS

Tesla Model Y: North America's Dominant Electric SUV Redefining Market Leadership and Investor Oppor ad-hoc-news.de

格隆汇3月31日｜据央视，针对美国可能发动地面战，伊朗武装部队哈塔姆·安比亚中央司令部发言人3月31日发表声明说，伊朗武装部队“将斩断任何侵略伊朗者的腿，将其遗弃在屈辱的黑土之中”。声明说，美国和以色列错误估计了伊朗的实力，这不仅让他们颜面尽失，更将他们推向毁灭之路。美以沉浸在幻想中，以为通过发动宣传战，展示武器装备，暗杀儿童、平民、科学家和伊朗武装部队指挥官，就能让伊朗投降，而伊朗在历史上从未向敌人屈服。声明还说，美以妄想控制霍尔木兹海峡，他们“将把这个梦想带进坟墓”。

Go Grocery Outlet is on track to turnaround but it may take time. Investors should be cautious, as insider buying is offset by institutional selling.

Inquiry will directly look at whether factors influenced offending and institutional response in England and Wales The grooming gangs inquiry will directly examine whether ethnicity, culture or religion influenced offending and whether they shaped the institutional response. The statutory independent inquiry has published its terms of reference, which will be laid before parliament when it returns from recess on 13 April. The inquiry will then begin its full investigation into the group-based sexual exploitation of children in England and Wales. Continue reading...

Chinese appliance maker Midea Group Co. is considering a potential convertible bond offering that could raise as much as about $2 billion, people familiar with the matter said, as sales of such notes surge. The company, listed in both Hong Kong and Shenzhen, has held discussions with advisers about the possible sale, the people said, asking not to be identified because the information is private. No decision has been taken and details could change, they added. Borrowers gauge market conditions in timing such financings. A representative for the company said it was not considering a convertible bond offering, without elaborating. If the offering goes ahead, Midea would join a growing cohort of Chinese companies selling bonds that can convert into stock to take advantage of lower borrowing costs and equity prices generally still near the highest in several years. Convertible and exchangeable note sales by Chinese firms hit a record $70.7 billion last year as juggernauts including Alibaba Group Holding Ltd. , China Pacific Insurance Group Co. and Ping An Insurance Group Co of China Ltd. issued billions of dollars worth, data compiled by Bloomberg show. The frenzy has continued into 2026, with $10.5 billion raised by Chinese companies so far, putting sales on track for their strongest first quarter in four years. Read More: Ripping Start for Asia’s Equity-Linked Bankers: Bloomberg Deals Bonds that convert into stock have their sweet spot when interest rates and volatility are high. The lower, or even zero, coupons are attractive to companies, while investors value the embedded equity option in choppy markets. Higher equity markets also make them appealing, given that any dilution that occurs as a result of the bonds converting into stock is done so at a premium. Mergermarket reported earlier on Midea’s potential convertible bond. Midea, which raised $4.6 billion in a Hong Kong listing in September 2024, has seen its shares in the city climb about 53% since then.

据伊朗伊斯兰共和国通讯社3月31日报道，美国和以色列当日对伊朗西北部一处宗教场所发动空袭，导致至少3人死亡、12人受伤。报道说，美以在当地时间31日凌晨5时许对赞詹省一处宗教场所发动“猛烈袭击”。目前伤者已被送往医院。搜寻和清理工作正在进行中。(新华社)

The lender says the market regained momentum in March, but rising mortgage and energy costs could hit consumer confidence.

The reforms announced by the Reserve Bank on Tuesday will have ripple effects across the whole payments system, experts say Get our breaking news email , free app or daily news podcast Credit card rewards are likely to fall and businesses could hike their prices when Australia ends debit and credit card surcharges in October. The reforms announced by the Reserve Bank on Tuesday will have ripple effects across the whole payments system. Here’s what you need to know. Continue reading...

格隆汇3月31日｜据中国商业火箭，中国商火发布2026-2027年中国航天科技集团有限公司运载火箭最新搭载及拼车机会。

格隆汇3月31日｜地缘风险仍是最大压制因素，市场情绪偏谨慎。港股三大指数盘初冲高后持续回落，恒生指数尾盘回升再度飘红，微幅上涨0.15%，国企指数、恒生科技指数分别下跌0.3%及0.86%。 具体盘面上，作为市场风向标的权重科技股部分表现弱势，小米跌近2%，阿里巴巴、美团跌超1%，京东、腾讯、百度尾盘勉强翻红；内存条崩盘引发存储股大跌，半导体股同样低迷，其中兆易创新大跌超8%；电力设备股、煤炭股、石油股、海运股、苹果概念股、锂电池股、中资券商股纷纷下跌。 另一方面，家电股走势活跃，美的集团绩后涨近7%，内银股午后拉升撑市，农业银行涨超3%，建设银行、工商银行、中国银行均有涨幅。此外，铜师傅首日挂牌上市大跌超49%破发。 注：今日早间有报道称，美国总统向助手表示愿意结束对伊朗的军事行动（即使霍尔木兹海峡仍大体关闭），这一表态释放出地缘冲突缓和的积极信号。若局势进一步明朗化，港股有望迎来情绪修复行情。(格隆汇)

【有線新聞】大韓航空等多間南韓航空公司因應油價急升，啟動緊急管理機制。 南韓最大航空公司大韓航空發聲明指，由於中東局勢持續緊張，油價飆升，下月起啟動緊急管理機制，會根據油價水平削減成本，稱這些措施並非一次性，而是強化企業結構的機會。 今次是繼德威航空和韓亞航空後，再有航空公司啟動緊急管理機制，有專家指在這類機制下，航空公司通常會押後投資或減少航班以節省成本。

Maximusnd/iStock via Getty Images Markets that had previously moved in lockstep began to diverge in March, creating new opportunities for short sellers to generate profits. Short sellers began 2026 facing a tough market backdrop. Equity markets were broadly rising, liquidity remained supportive, and optimism around AI continued to push valuations higher. By mid‑March, however, conditions began to shift, particularly in the U.S. and Europe, as geopolitical tensions picked up, credit concerns weighed on private asset valuations, and commodity markets experienced unusually high volatility. Together, these changes introduced more uncertainty and divergence across markets, creating the kind of environment in which short sellers typically find greater opportunities to generate profits. Source: S&P Global Market Intelligence Securities Finance Data© 2026 S&P Global Market Intelligence® The regional scoreboard for short sellers using index constituents Based on S&P Global Market Intelligence securities finance short interest data, cumulative profit and loss across the constituents of the MSCI World, MSCI USA, MSCI Europe, and MSCI AC Asia Pacific ex Japan indexes indicates that, from January 1 to March 19, 2026, short sellers generated strong gains in the U.S., began to turn profitable across Europe, but continued to face challenges in the Asia Pacific (ex-Japan) region. The figures reflect cumulative daily P&L across all index constituents, incorporating both price performance and securities‑lending information. The data shows the following: MSCI U.S.A. constituents: Profitable overall . Short sellers ended the period with $10.12bn in paper profits, up sharply from $2.21bn at the start of the year. MSCI Europe constituents: Turned profitable after initial losses . Short sellers started the year with $6.03bn in paper losses but recovered to $3.12bn in paper profits by March 19. MSCI AC Asia Pacific ex Japan constituents: Unprofitable . Short sellers lost money overall, with...

3月31日，沙特基础工业公司（SABIC）宣布，公司首席执行官兼董事会执行董事阿卜杜拉哈曼·阿尔-法季（Abdulrahman Al-Fageeh）即将退休。SABIC董事会已任命费萨尔·法基尔（ Dr. Faisal Al-Faqeer）为新任首席执行官，该任命自2026年4月1日起生效。此外，易卜拉欣·布彦（Ibrahim Al-Buainain）被任命为SABIC董事会临时成员，接替阿尔-法季的席位。易卜拉欣·布彦目前担任沙特阿美全球制造业务常务副总裁。沙特阿美亦为SABIC控股股东，持股比例为70%。（界面新闻）

印度尼西亚政府30日证实，又有两名在黎巴嫩南部执行任务的印尼维和人员在袭击中遇难，印尼方面强烈谴责近期针对联合国维和人员的袭击事件。联合国驻黎巴嫩临时部队30日说，当天，一辆维和部队汽车在黎巴嫩南部遭“来源不明的爆炸”摧毁，导致两名维和人员死亡，另有两人受伤。这是联黎部队不到24小时内再次遭受人员伤亡。在前一次事故中，一名执行任务的印尼维和人员遇难，另有3人受伤。联黎部队30日表示，蓄意袭击维和人员严重违反国际人道法和安理会第1701号决议，并可能构成战争罪。黎巴嫩与以色列3月初战火重燃以来，联黎部队多次遇袭。（央视新闻）

Micron Technology: Surge in AI Memory Demand Intellectia AI

This week, NASA is scheduled to launch Artemis II, a mission that will send astronauts around the moon for the first time in more than 50 years. But this comes at a time when the space agency is facing some pretty big funding challenges, as well as growing competition with private players like SpaceX. In this episode, we speak with Alexander MacDonald, who served as NASA's first chief economist and is now a senior associate at the Aerospace Security Project at CSIS. We talk about why the space agency had economists, how space exploration is funded, and how NASA measures its own economic impact. Please note, this episode was recorded March 10. (Source: Bloomberg)