AlizadaStudios/iStock Editorial via Getty Images Warner Music Group ( WMG ) shares are in a tailspin. WMG stock fell 13% over the past week and is now down close to 30% over the past six months. And shares are approaching lifetime lows since going public: Data by YCharts There was this idea that the rise of the streaming music services was supposed to provide salvation for the record labels as well. However, it hasn't really turned out that way, at least not so far. So, what's gone wrong with the bullish thesis, and are there better days on the horizon? Music is Back, to an Extent A decade ago, the music industry seemed to be in terminal decline. The internet made it easy for folks to distribute songs digitally rather than buying CDs. And, as it would turn out, a lot of folks preferred to play pirate songs rather than buying them from digital storefronts such as iTunes. An .MP3 file is an .MP3 file; it was hard to get people to pay for something that could so readily be found for free online. Global music revenues fell from a 1999 peak of $22 billion to barely half that by the early 2010s nadir. That's not even adjusted for inflation. It appeared that recorded music could end up like print newspapers, brick-and-mortar travel agents, or regional shopping malls—that is to say, things that struggled to adapt to the advent of the internet. However, Spotify ( SPOT ) and its competitors turned the situation around. Getting all the music you could consume for a low monthly fee and being tied to fun features such as music discovery, curated playlists, and personalized year-end reviews made it worth it to pay for music access. Understandably so, after all, as the monthly subscription fee tends to be less than the cost of a single CD was under the old distribution model. Global music revenues are now up to almost $32 billion annually , surpassing the prior 1999 peak (albeit not keeping up with inflation over that span). Regardless, music has a pulse again, and so the big thre...

面对中东地缘冲突加剧与油价飙升，美国利率市场却出现了诡异的加息定价：上周五，市场一度定价今年12月美联储加息的概率超过50%。 摩根士丹利利率策略团队在最新报告中指出，美债市场看似在定价美联储年底加息，实则在提前定价美国政府即将推出的超大规模“财政刺激” 该团队认为，后疫情时代，投资者对危机的政策响应预期已发生根本转换：不再等央行降息救市，而是押注政府直接"财政填坑"。 而这一范式转换，正在重塑美债的避险逻辑和整个宏观交易框架。 诡异的加息定价：市场究竟在表达什么？ 伊朗冲突进入第三周，美国利率市场出现了罕见一幕：上周五，市场一度定价12月加息概率超过50%。 对照美联储3月点阵图和纽约联储对一级交易商及市场参与者的调查，当前市场隐含的联邦基金利率路径在所有时间节点上都远高于预期——这种剧烈背离让大量投资者感到困惑。 为了解释这种剧烈背离，大摩利率策略团队做了一个精巧的概率倒推。 大摩将自家经济学家预测的四种宏观情景——基线（55%）、需求上行（10%）、生产率上行（15%）、温和衰退（20%）——与市场定价做比对。结果显示，经济学家概率加权后的联邦基金利率终点为3.24%，而市场定价高达3.63%。 为了匹配这一市场定价，大摩发现必须对概率进行极端调整： 将“需求上行”情景的概率从10%暴拉至41%，“生产率上行”调至59%，同时将基线和温和衰退的概率双双降为零。 这意味着，市场几乎完全排除了经济走弱的可能性，在全力押注一个强劲的需求增长脉冲。 在能源冲击、油价飙升的背景下，这种定价看似不可理喻——除非，市场确信存在某种足以抵消能源负担的巨大外力。 大摩给出的答案是： 超预期的财政刺激。 从"央行救市"到"政府填坑"——后疫情范式转换 大摩在报告中写道： “美国利率市场正聚焦于一个积极干预的政府，而不是积极干预的央行。” 该团队指出，疫情及其后遗症已从根本上改变了投资者对危机政策响应的认知。 疫情之前，市场的条件反射很清晰：增长危机→央行降息→买国债。但如今，投资者似乎形成了一种新信念——面对增长危机，第一个出手的不再是央行，而是政府。 因为央行正疲于应对一波接一波的通胀问题，可能反应太慢、太晚。 在美国，投资者可能正在"看穿"高油价的需求摧毁效应，转而定价财政刺激的"填坑"效应。 如果财政刺激填补了高油价造成的需求缺口，那么能源通胀将"孤立存在"——即需求不垮但...

SlavkoSereda/iStock via Getty Images The equity market pullback gathered steam last week, with a loss of 1.9%. That brings the total decline from the January 27 high to 6.8%. How bad is that decline, compared to other market declines throughout history? It barely registers. This is a pullback, not yet a correction. The correction begins when we reach -10% from the all-time high. There was plenty of rotation going on below the surface of the market, and I will unpack it all for you as we go through the charts and tables below. I’m playing defense right now, reducing my equity exposure while the conflict in the Middle East remains a developing story. As long as the Iranians blockade the Strait of Hormuz, energy prices and availability will be a problem for consumers, businesses, and investors. S&P 500 Last 4 Weeks I had to rescale this chart to accommodate Frida’s decline. This chart clearly shows the downdraft we’ve been in for the last 4 weeks. And for now, there doesn't seem to be any relief on the near-term horizon. S&P 500 last 4 weeks (ZenInvestor.org) Zoom Out to 12 Months We’re three weeks into March, and the S&P 500 is already down 5.4%. That nearly matches the decline we experienced last April, which was the culmination of a 15% correction. I think we may be headed in that direction now, but I do not expect a full-blown bear market to erupt. S&P 500 monthly returns (ZenInvestor.org) S&P 500 Drawdowns Where are the dip buyers? Ever since the correction last April, they have been stepping in to buy every dip that even got close to 5%. Now they are MIA, probably hiding out in gold and silver, which we will see is not a good place to be right now. S&P 500 drawdowns (ZenInvestor.org) A Look at the Bull Run Since 2022 This chart shows how far we are below the long-term trend. Buyers are scarce, and sellers are being forced to take lower than usual bids for their merchandise. Last week, for every stock that went up in price, there were two that went down. S&P 500 s...

Musk announces $20B Terafab chip plant for Austin as AI ambitions escalate The Business Journals

Musk announces $20B Terafab chip plant to start in Austin as AI ambitions escalate The Business Journals

中东局势演变及其引发的能源价格波动，仍将持续牵动投资者目光；欧美3月PMI初值被认为将成衡量中东战事如何冲击市场情绪与企业活动的关键指标。 本周国际市场风云变幻，中东局势越发紧张，全球资产陷入动荡。美股连续第四周下挫，道指周跌2.11%，纳指周跌2.07%，标普500指数周跌1.90%。欧股全线下挫，英国富时100指数周跌3.34%，德国DAX 30指数周跌4.45%，法国CAC 40指数周跌3.11%。 下周看点颇多，中东局势演变及其引发的能源价格波动，仍将持续牵动投资者目光。欧美3月采购经理人指数（PMI）初值被认为将成衡量中东持续战事如何冲击市场情绪与企业活动的关键指标。随着市场越发担忧能源价格长期走高带来的影响，英国、日本与澳大利亚的通胀数据也将受到密切关注。 美联储降息前景黯淡 美联储本周议息会议维持利率不变，并释放信号——通胀风险或将导致年内降息难度加大。未来一周，多位美联储官员将发表例行讲话，市场重点关注有关通胀、经济和货币政策前景的表述。 数据方面，投资者目光转向下周二公布的美国制造业与服务业PMI初值，这将初步反映在中东战事导致油气价格大幅飙升背景下，企业经营状况受到的冲击。联邦利率基金期货显示，市场开始定价美联储年内降息概率趋于零，12月加息的概率升至近30%。 荷兰国际集团ING经济学家詹姆斯·奈特利在报告中指出：“美联储肩负双重使命——稳定物价与最大化就业，而就业端正面临更大压力。因此我们仍判断，美联储更可能降息、而非加息。” 其他值得关注的指标包括，美国周二公布的第四季度生产率与成本修正值，周四公布的当周初请失业金人数，和周五公布的密歇根大学3月消费者信心终值。 在美债持续面临抛压的情况下，未来一周的标售情况将受到关注。美国财政部周二将拍卖690亿美元两年期国债，周三拍卖700亿美元五年期国债，周四拍卖440亿美元七年期国债。 原油与黄金 中东冲突持续发酵、霍尔木兹海峡实际封航切断油轮通行，市场情绪因此持续动荡。国际油价有所分化，因本土供应暂未受严重影响，WTI原油近月合约周跌0.40%，报98.32美元/桶，布伦特原油近月合约周涨8.77%，报112.19美元/桶。 据新华社报道，美国财政部部长贝森特19日接受媒体采访时称，美国政府可能解除对已在海上的伊朗石油的制裁，以增加市场供应。贝森特说，美国已着手解除对约1.3亿桶已装运或存放在海上...

据伊朗塔斯尼姆通讯社21日报道，美军F-35战机系被伊朗国产防空系统击中。报道援引伊朗军方消息人士的话说：“美国此前曾将F-35战机作为其军事技术的骄傲向世界展示，而此次针对F-35战机的攻击，是由伊朗防空系统完成的。”消息人士表示，美国和以色列认为没有防空系统能够追踪并打击F-35战机，但伊朗的国产防空系统让他们大吃一惊。消息人士还说，未来几天，伊朗将展示其对抗敌人的新能力。（新华社）

Morgan Stanley analysis highlights Palantir's deep client lock-in via its Foundry platform but warns its high stock price demands flawless execution, leaving little room for error. A recent in-depth analysis from Morgan Stanley has cast a spotlight on what sets Palantir Technologies apart in the crowded enterprise software sector. The conclusion presents a dual narrative: the company possesses a formidable and genuine structural advantage, yet its current stock price appears to leave almost no room for operational missteps. The Engine of Lock-In: Palantir's Foundry Platform Central to the investment bank's research is Palantir's Foundry platform, described as a dynamic, central operating system for an organization. This system integrates real-time data from every internal source, creating a unified "ontology" upon which all applications and workflows are built. Replacing this core infrastructure would necessitate a complete rebuild of a client's operational backbone. Morgan Stanley argues this creates more than typical switching costs; it establishes a profound structural dependency. The report, led by analyst Sanjit Singh, emphasizes that constructing such a deeply integrated system for a large corporation requires extensive industry-specific expertise and a tight, collaborative partnership between Palantir's engineers and the client. The company's more than two decades of deployment in high-stakes environments—from U.S. intelligence agencies and the Pentagon to NATO allies—has built an institutional knowledge base that competitors may need years to replicate. Despite this acknowledged advantage, Singh maintains an Equal-Weight rating on the stock with a $205 price target. Stellar Growth Meets Lofty Expectations This constructive view of Palantir's business model collides with its premium valuation. The equity is trading at approximately 64 times the estimated free cash flow for 2027 and 38 times the projected 2027 revenue. These multiples, Morgan Stanley cautions,...

Sandisk (SNDK 8.11%) has been on one heck of a run since its spinoff from Western Digital (WDC 7.51%) last year. The flash-memory maker's stock has climbed nearly 2,000% since its market debut, including a 200% gain year to date. That phenomenal growth has been fueled by growing demand from hyperscale cloud providers buying up more of Sandisk's products. Meanwhile, an industrywide supply shortage for NAND chips, the key components in Sandisk's products, has sent prices soaring. With both factors set to continue through next year, many investors still see plenty of upside left in the stock. But could buying just $10,000 of Sandisk stock today eventually make you a millionaire? Two major supply shortages are sending Sandisk through the roof Sandisk has been affected by two major supply shortages over the past year or so. First, hard disk drive makers Seagate Technology (STX 5.38%) and Western Digital have seen demand outstrip their supply. Hard drives are the primary form of long-term data storage in data centers. They play an important role in AI training, which uses tons of data. But the graphics processing units and central processing units processing that data only need a small portion of it at a time. Most of it is stored in "nearline" storage, which is accessible when needed but takes some time to access (think seconds rather than milliseconds). Hard drives are a more cost-effective form of storage than Sandisk's more expensive solid-state drives (SSDs). But with both Western Digital and Seagate facing tight supply relative to demand, hyperscalers have started shifting more data storage to SSDs, especially in contexts where speed and performance matter more than price per terabyte of storage. That's dramatically increased demand for Sandisk's drives. Expand NASDAQ : WDC Western Digital Today's Change ( -7.51 %) $ -23.80 Current Price $ 293.13 Key Data Points Market Cap $99B Day's Range $ 291.43 - $ 312.79 52wk Range $ 28.83 - $ 319.62 Volume 338K Avg Vol 9.5M Gr...

Key Points Sandisk is benefiting from multiple supply shortages driving pricing and demand higher. Its revenue is accelerating and gross margin expanding as it takes advantage. 2026 and 2027 could be great years for Sandisk, but investors hoping for $1 million need to think long term. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) has been on one heck of a run since its spinoff from Western Digital (NASDAQ: WDC) last year. The flash-memory maker's stock has climbed nearly 2,000% since its market debut, including a 200% gain year to date. That phenomenal growth has been fueled by growing demand from hyperscale cloud providers buying up more of Sandisk's products. Meanwhile, an industrywide supply shortage for NAND chips, the key components in Sandisk's products, has sent prices soaring. With both factors set to continue through next year, many investors still see plenty of upside left in the stock. But could buying just $10,000 of Sandisk stock today eventually make you a millionaire? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Two major supply shortages are sending Sandisk through the roof Sandisk has been affected by two major supply shortages over the past year or so. First, hard disk drive makers Seagate Technology (NASDAQ: STX) and Western Digital have seen demand outstrip their supply. Hard drives are the primary form of long-term data storage in data centers. They play an important role in AI training, which uses tons of data. But the graphics processing units and central processing units processing that data only need a small portion of it at a time. Most of it is stored in "nearline" storage, which is accessible when needed but takes some time to access (think seconds rather than milliseconds). Hard drives are a more cost-effective form of storage than Sandisk's more ex...

The post Trump Media & Technology Group (DJT) Stock Price Prediction: 2026, 2027, 2030 by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. Analysts are saying that Trump Media & Technology Group could hit $3.20 by 2030. Bullish on DJT? Invest in Trump Media & Technology Group on SoFi with no commissions. If it’s your first time signing up for SoFi, you’ll receive up to $1,000 in stock when you first fund your account. Plus, get a 1% bonus if you transfer your investments and keep them there until December 31, 2025. Trump Media & Technology Group Corp. (NASDAQ: DJT), the company behind the Truth Social platform, continues to be one of the most discussed and polarizing stocks in the U.S. market. Since its debut, volatility has dominated its trading story fueled by political headlines, questions about business fundamentals, and wild swings in investor sentiment. This article will break down the current price and valuation landscape, offer detailed price forecasts for 2026, 2027, and 2030, and examine what’s driving both the bullish and bearish cases for DJT. DJT Chart by TradingView Table of contents [ Show ] Current DJT Stock Overview Quick Snapshot Table of DJT Stock Predictions Bull & Bear Case DJT Stock Price Prediction for 2026 DJT Stock Price Prediction for 2027 DJT Stock Price Prediction for 2030 Investment Considerations Frequently Asked Questions Current DJT Stock Overview Market Cap: $2.37 billion Trailing P/E: 145.56 Forward P/E: N/A 1-Year Return: -58% 2026 YTD: -38% As of March 2026, Trump Media & Technology Group trades near $9. That level is a steep drop from early retail-driven peaks above $50 when social media buzz and speculative excitement reached their highest pitch. DJT’s swingy price action is closely linked to news cycles involving President Donald Trump, plans for platform expansion, and sporadic updates on user growth or monetization efforts. The one-year return is sharply negative, reflecting mount...

随着美国国土安全部及其下属机构持续“停摆”，全美机场安检系统受到明显影响。美国参议院民主党领袖查克·舒默当地时间3月21日在参议院提出一项动议，要求为美国运输安全管理局提供全面资金支持，以解决安检人员无法领取工资导致的安检缓慢问题。查克·舒默：“共和党参议员们，你们是否希望机场的混乱结束？是还是不是？如果你们已经受够了长队，如果你们想让运输安全管理局的工作人员拿到工资，那就对我今天提交参议院的动议投赞成票。”与此同时，共和党似乎对这项仅为运输安全管理局提供资金的替代方案并不感兴趣，他们要求与民主党达成协议，为国土安全部及其下属机构完整拨款，以终结“停摆”状态。美国媒体报道称，由于议员们仍然僵持不下，这项提案很可能会失败。美国总统特朗普当地时间3月21日威胁称，如果民主党不同意为相关部门拨款，他将派遣移民执法人员进驻机场执行安保任务。（总台环球资讯）

微信正式推出微信「ClawBot」插件，支持接入OpenClaw 22日，微信正式推出微信「ClawBot」插件，支持接入OpenClaw。用户扫码或复制命令，即可将 OpenClaw 接入微信。连接后，用户就能通过微信聊天的方式，快速调用自己的“龙虾”高效互动。 【点评】：考虑到微信的全民用户覆盖率，这次说要掀起全民养虾的热潮也不奇怪了。腾讯云也第一时间转发了相关消息，靠“养虾”卖token有望成为未来营收新高速增长类目。 阿里平头哥不排除上市可能 3月19日，阿里在财报电话会上表示，平头哥自研的GPU芯片已实现规模化量产，截至2026年2月，该产品已经累计规模化交付47万片。在阿里云的实际业务场景，60%以上的平头哥芯片服务于外部商业化客户，已完成规模化外部客户AI任务适配，支持了400多家企业客户的AI任务。目前，平头哥年化营收规模已达百亿，阿里表示，未来，平头哥不排除IPO的可能性。 【点评】：阿里对AI的商业化野心正在迸发。财报电话会上，阿里巴巴CEO吴泳铭宣布了阿里集团AI战略的商业目标：五年内，云和AI商业化年收入将从今年的1000多亿元大幅增长至1000亿美元（约6900亿元），复合年化增长约47%。未来，如何抓住AI算力需求紧缺的市场机遇、抢占token入口，是阿里的一大挑战。 字节出售沐瞳 3月20日，沐瞳的一封内部信曝光，其中宣布沙特Savvy Games Group将收购沐瞳，双方将在未来一段时间内完成交易。交易完成后，沐瞳将成为Savvy的全资子公司。目前字节和沐瞳未对此发表任何回应。根据内部信内容，交易完成后，沐瞳的管理结构保持不变，仍是一家总部位于上海的公司，字节跳动游戏业务负责人‌张云帆也将继续担任沐瞳CEO。内部信并未透露具体交易金额，但有消息称，本次收购价格超过60亿美元。 【点评】：字节于2021年收购沐瞳科技，当时有报道称交易金额超过40亿美元。如交易金额属实，五年间这笔投资已然增值50%。游戏产业分析师张书乐对第一财经表示，对于卖家来说，字节解决了一个赚钱但和整体战略关联性太弱的鸡肋，且高出预期；对于买家来说，沙特拥有了自己的爆款电竞游戏，其依托电竞及其衍生链条，打造石油之外第二经济支柱的可能性，真正有了基座。 阿里百度同日官宣，云厂商涨价潮来袭 3月18日，阿里云与百度智能云同日官宣涨价。双方涨价核心原因均基于全球AI 需...

伊朗首射遠程導彈 攻美英聯合空軍基地未遂 以軍警告射程覆蓋倫敦、巴黎 【有線新聞】伊朗據報早前首次在戰事中發射遠程導彈，攻擊相距約4,000公里的美英聯軍基地未遂，以色列軍方點名倫敦、巴黎等歐洲大城市都將落入伊朗導彈的射程範圍。 以色列軍方指伊朗攻擊印度洋島嶼迪戈加西亞的美英聯合空軍基地，是連續兩年與美國、以色列戰鬥以來首次發射遠程導彈，稱早已警告德黑蘭當局有意研發射程達4,000公里的導彈，對歐洲、亞洲和非洲數十個國家構成威脅，如今伊朗導彈已能攻擊倫敦、巴黎、柏林等歐洲大城市，換言之大部分歐洲美軍基地和艦艇亦在射程範圍內。 迪戈加西亞基地距離伊朗本土約3,800公里，雖然導彈未能擊中目標，但美以兩國均相信伊朗導彈即將威脅西方。伊朗已故最高領袖哈梅內伊2017年下令將導彈射程限制在2,000公里內，但不久後已有智庫分析指伊朗研發火箭發射技術多年，早已有能力研發遠程彈道導彈。不過分析指要導彈命中目標，伊朗還需要定位情報，很可能要依靠中俄衛星協助。 歐洲面臨伊朗導彈危機，英國除了容許美軍使用其軍事基地攻擊伊朗導彈設施，《每日郵報》報道，搭載戰斧導彈的英軍核潛艇安森號亦已抵達阿拉伯海，將應付中東局勢再度升級。

21日，大批以色列民众在特拉维夫举行抗议活动，反对美国和以色列对伊朗发动军事打击。抗议者们表示，这场战争是不正义的，战争无法解决任何问题，它只会导致无辜的人被杀害。（央视新闻）

大埔宏福苑火災後，政府委任合安管理有限公司為管理人，日前有宏福苑居民聯署要求合安召開業主大會，民政事務總署署長杜潔麗指，合安整理文件後會向居民交代。 民政事務總署署長杜潔麗說：「合安現在一直處理收到的文件，正準備帳戶及看清楚法團法律責任，我們知道合安很努力工作，一完成會向居民交代。」

格隆汇3月22日｜据CCTV国际时讯，当地时间3月21日，古巴电力联盟发布消息称，当天18点32分，国家电力系统完全断开。古巴能源和矿业部随后表示，恢复供电工作已经启动，但没有给出断电原因。本次大停电距离上次3月16日古巴全国大停电不到一周。

格隆汇3月22日｜伊以战事进入第四周，紧张局势进一步升级。伊朗纳坦兹铀浓缩设施遇袭，未有泄漏放射性物质，伊朗向以色列南部两个城市发动导弹袭击，逾百人受伤。其中迪莫纳(Dimona)有建筑物被击中，约40人受伤，其中包括一名年约10岁儿童。迪莫纳附近设有核研究中心，国际原子能机构(IAEA)指未有迹象显示中心受损，亦未检测到辐射水平异常。另一个城市阿拉德(Arad)遭导弹击中，造成广泛破坏，以及逾80人受伤。 伊朗国营电视台引述专家表示，针对迪莫纳的袭击，是回应以色列日前袭击伊朗的纳坦兹核设施。以色列总理内塔尼亚胡(Benjamin Netanyahu)在袭击后发声明指，誓言决心在所有战线打击敌人。以军调查为何未能拦截伊朗导弹，又指此次伊朗发射并非新型导弹，过去也曾向以色列发射过。 伊朗革命卫队声明称，使用多款导弹成功打击以色列北部和中部目标，以及美国海军第五舰队，强调任何势力都不可低估伊朗防卫能力。另外，革命卫队海军司令在社交平台发文，表示用大量弹道导弹和自杀式无人机，摧毁在阿联酋和科威特两个空军基地设施，包括基地内美国和以色列战机机库及飞机燃料库。

"Going To Cripple Our Economy": Small Businesses Sound Alarm Over Record Diesel Price Spike The latest AAA fuel data from across America shows that the national average diesel price at the pump has jumped nearly 40% this month, surpassing the 2022 fuel spike that followed Russia's invasion of Ukraine. Surging diesel prices are already generating a shock across trucking, rail, shipping, farm equipment, construction machinery, generators, and much of industrial logistics, given that the fuel powers the core of the economy. Seasonality: AAA Daily National Avg. Diesel 2022 vs. 2026 Companies now face three difficult choices if they did not lock in fuel prices before the spike: absorb the impact and accept margin compression, add surcharges, or raise prices. Last week, Rapidan Energy's Director of Refined Products, Linda Giesecke, told us that, "unlike 2022, the current tightness reflects physical supply disruptions rather than policy risk and trade reshuffling." Giesecke warned that if the fuel spike proves prolonged, global economic growth could suffer because of diesel's close link to industrial production and freight activity. BloombergNEF forecast that $5-per-gallon diesel could inflict a weekly $6 billion or more hit on the US economy because these surging fuel costs hurt truckers, construction firms, and farmers the hardest. With prices at $5.2 as of Friday, that weekly hit is set to rise next week. Readers are already aware of the dire consequences of spiking diesel prices, as we've laid out in recent weeks (see here & here ). Adding more color to the fuel that underpins nearly every stage of production and transport is a Bloomberg report warning that small businesses are sounding the alarm over surging fuel costs. Here's one example of a small business being financially crushed by surging fuel costs: Roger Conner sells firewood for a living, but he might know just as much about another energy source: diesel. The fuel powers every step of the supply chain for his...

格隆汇3月22日｜泰国媒体引述外长西哈萨表示，计划向内阁提案，将外国旅客免签逗留期限由60日减至30天，认为30天已满足大多数旅客要求。60日的逗留期限可能被一些并非出于旅游目的入境的人利用。西哈萨称，当局之前推出60日免签政策，旨在促进旅游业发展，但他近期到访布吉时收到业界反映，一些免签入境的外国人涉足泰国公民专属领域展开业务，并透过代理人非法取得房产。当局打击跨境诈骗期间亦发现部分疑犯以观光签证入境，用较长逗留时间在境内犯案，认为必须收紧政策，以堵塞漏洞。

美国特朗普政府20日被曝向中东大举增兵，包括增派地面部队。这让美军正考虑夺取伊朗石油出口枢纽哈尔克岛的论调，更加甚嚣尘上。 美国军事专家推演，美军或有三种路径夺取哈尔克岛，但每条路径都步步惊心、风险极大。同时，即使美军成功夺岛也并非“任务完成”，后续至少会有让特朗普政府头疼的两大麻烦。 美军兵力够不够 多方消息披露，美国正向中东地区增兵，包括两栖攻击舰和海军陆战队员。 美国方面20日的消息显示，包括“拳师”号两栖攻击舰在内的3艘军舰和约2500名海军陆战队员已从加利福尼亚州启程，预计至少需3周抵达中东。 数天前，五角大楼已从日本调派美军“的黎波里”号两栖攻击舰运载美军第31海军陆战队远征队前往中东，预计规模可达5000人，推算这两天即可抵达。 美国军事专家认为，美国此时强化军力，可能意在“打通”霍尔木兹海峡，也可能是为夺取哈尔克岛作准备。 专家分析，算上正调往中东的部队，美军中东地区的军力可达约5万人，但涵盖多个兵种，包括大量后勤人员，真正能执行夺岛任务的地面部队并不多。不过，美军仍可继续集结更多地面部队，令可用突击兵力超过1万人，这将让美国有足够兵力展开夺取哈尔克岛行动。 哈尔克岛位于波斯湾西北部，长约6公里、宽约3公里，伊朗90%的原油都从这里出口。 数十年来，美国人一直在觊觎哈尔克岛。据美国媒体报道，在1979年美国驻伊朗大使馆人质危机中，时任总统卡特就曾考虑过要轰炸或夺取该岛。1988年，还在从商的特朗普在宣传其著作《交易的艺术》时，也曾提出夺取该岛。 三种夺岛方式 美国军事专家指出，美军可选择的夺岛方式有三种：两栖突击、直升机机降和伞兵空降，也可能混合采用这三种方式，但无论怎样都有极大风险。哈尔克岛距伊朗本土仅约25公里，美军进攻部队将时刻处在伊朗岸基火力覆盖下。 如果采取两栖突击即从海滩强行登陆，美两栖舰队在通过霍尔木兹海峡时将成为伊朗火力集中打击目标。美国前陆军军官哈里森·曼说，伊朗军队可以在海峡及哈尔克岛周边水域布设水雷，同时利用岸基反舰导弹、无人机以及无人艇发动攻击，任何登陆行动都将处于伊朗地面火炮和火箭炮射程内。 直升机机降虽可避开反舰武器，但所有试图着陆的飞行器都会成为伊朗无人机、导弹和火炮瞄准的目标，同时还会受到地面短程防空系统的威胁。另外，美国海军陆战队配备的V-22“鱼鹰”旋翼机和各型直升机，需要多次往返才能将足够兵力投送到位，这将给伊朗...

If you spend your workdays in front of a computer, there's a solid chance you're required to keep your company safe from bad actors through either Okta (OKTA 2.91%) or Zscaler (ZS 2.48%). Both cybersecurity businesses are pure-play leaders in a growing market. They technically serve different niches, but which one is the stronger long-term investment? Is Okta undervalued? At the beginning of March, Okta released its full results for the 2026 fiscal year. The cybersecurity company saw a 12% year-over-year increase in revenue. Subscriptions reached nearly $3 billion. Okta also turned operating income from a net loss to a net gain in its latest fiscal year. Okta's guidance for 2027 is solid, but it shows a declining growth rate, with only 9% revenue growth expected in the coming year. Where remaining performance obligations (RPOs) grew 15% in fiscal 2026, Okta expects that growth to slow to 10% in fiscal 2027. The numbers are positive, but there's a real slowdown happening with Okta's revenue. The stock has dropped 30% in the past 12 months. This drawdown potentially makes Okta undervalued right now. The company is facing headwinds as artificial intelligence (AI) poses a significant threat, yet it continues to grow and maintains a strong industry position. Expand NASDAQ : OKTA Okta Today's Change ( -2.91 %) $ -2.35 Current Price $ 78.41 Key Data Points Market Cap $14B Day's Range $ 78.19 - $ 80.36 52wk Range $ 68.77 - $ 127.57 Volume 6.6M Avg Vol 3M Gross Margin 77.36 % Zscaler's impressive growth Zscaler's stock is also down over 20% in the past year, but the company's financials are quite promising. In the second quarter of fiscal 2026, Zscaler reported revenue of $815.8 million, an impressive 26% year-over-year increase. Annual recurring revenue also grew 25% to $3.3 billion. Zscaler revised its full-year 2026 guidance upward and now expects 24% revenue growth. The company's stock is still trading at a premium, as its forward P/E ratio sits above 40. Yet, the declin...

Key Points Both stocks declined substantially in the past 12 months. Zscaler's revenue grew 26% in its most recent quarterly earnings. Okta's subscription revenue is approaching $3 billion annually. 10 stocks we like better than Zscaler › If you spend your workdays in front of a computer, there's a solid chance you're required to keep your company safe from bad actors through either Okta (NASDAQ: OKTA) or Zscaler (NASDAQ: ZS). Both cybersecurity businesses are pure-play leaders in a growing market. They technically serve different niches, but which one is the stronger long-term investment? Is Okta undervalued? At the beginning of March, Okta released its full results for the 2026 fiscal year. The cybersecurity company saw a 12% year-over-year increase in revenue. Subscriptions reached nearly $3 billion. Okta also turned operating income from a net loss to a net gain in its latest fiscal year. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Okta's guidance for 2027 is solid, but it shows a declining growth rate, with only 9% revenue growth expected in the coming year. Where remaining performance obligations (RPOs) grew 15% in fiscal 2026, Okta expects that growth to slow to 10% in fiscal 2027. The numbers are positive, but there's a real slowdown happening with Okta's revenue. The stock has dropped 30% in the past 12 months. This drawdown potentially makes Okta undervalued right now. The company is facing headwinds as artificial intelligence (AI) poses a significant threat, yet it continues to grow and maintains a strong industry position. Zscaler's impressive growth Zscaler's stock is also down over 20% in the past year, but the company's financials are quite promising. In the second quarter of fiscal 2026, Zscaler reported revenue of $815.8 million, an impressive 26% year-over-year increase. Annu...

【有線新聞】鴨脷洲洪聖傳統文化節來到重頭戲的賀誕日，不單有巡遊，市民和遊客還可以放水燈，祈福之餘還可以體驗傳統文化。 龍舟拜廟後，醒獅在洪聖古廟繞場，採青後帶領巡遊隊伍起步。今年規模有超過800人，共16支巡遊隊伍途經鴨脷洲大街，大街兩旁擠滿市民和遊客。鴨脷洲原本是漁村，洪聖誕已有過百年歷史，每年都要祈求風調雨順。摸摸獅頭、鴻運當頭，連樓上的小舞獅也加入。 鴨脷洲居民莊太：「我在這裡長大，喜歡這種熱鬧，因為已經買少見少，很多地方也沒有，希望它不會消失。」澳洲遊客Conrid：「我喜歡這些聲音、音樂、舞獅等等，我想看看之後還有甚麼。」劉先生：「想記念一下，一年一次。」 這個地區節慶到今時今日已演變成洪聖傳統文化節，有接神儀式、有巡遊，也有神功戲和水燈晚會，為期18日。過往遊客只在岸上觀看，今年首次可以參與其中「放水燈」祈福。 梁女士：「感受好得多，氛圍也好得多。來許願、祝福，我們住在附近，來幾十年了。」她就許下這個願望，Elena：「不要讓我老師每次也要罵我要交功課。（還有呢？）還有媽媽不要罵我。」 「放水燈」這個習俗是祭祀神明、驅除災害。時至今日，在節日喜慶都會放水燈，讓大眾許願祈福。

Key Points One of Maze Therapeutics' executives exercised and sold 30,000 shares on March 10, 2026, generating gross proceeds of ~$1.51 million at a weighted-average price of ~$50.45 per share. Bernstein retains 267,407 shares in stock options, which can be converted to Common Stock. 10 stocks we like better than Maze Therapeutics › On March 10, 2026, Harold Bernstein, President, R&D & Chief Medical Officer of Maze Therapeutics (NASDAQ:MAZE), reported the exercise of 30,000 stock options and immediate sale of the underlying common shares for ~$1.51 million, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 30,000 Transaction value ~$1.5 million Post-transaction shares (direct) 0 Transaction value based on SEC Form 4 weighted average purchase price ($50.45). Key questions How does this transaction affect Bernstein's direct equity ownership in Maze Therapeutics? Bernstein's direct common stock holdings were reduced from 30,000 shares to zero following the option exercise and immediate sale, eliminating his direct ownership in this share class. Bernstein's direct common stock holdings were reduced from 30,000 shares to zero following the option exercise and immediate sale, eliminating his direct ownership in this share class. What is the context of this transaction? The transactions were part of a Rule 10b5-1 trading plan that allows insiders to sell shares at a predetermined date, so the sales were scheduled in advance. Company overview Metric Value Price $48.03 Market capitalization $2.31 billion Net Loss (TTM) $101.46 million 1-year price change 295.63% * Price and 1-year price change calculated using March 21, 2026 as the reference date. Company snapshot Maze Therapeutics is a clinical-stage biotechnology company that develops small-molecule precision medicines targeting renal (kidney), cardiovascular, and metabolic diseases, as well as obesity. Its lead candidate medicines include ones that help with kidney disease. What this ...

Key Points Rivian's R2 SUV will compete directly with Tesla's Model Y. Both companies could ultimately win long-term. These 10 stocks could mint the next wave of millionaires › For years, Tesla (NASDAQ: TSLA) has had much of the U.S. EV market to itself. There's a reason why Tesla's market cap is well above $1 trillion, while most other EV stocks are valued at less than $20 billion. Tesla controls more than half of the U.S. EV market, a commanding market position fueled by its most popular vehicle: the Model Y. The Model Y represents more than 70% of Tesla's vehicle sales. But next month, the Model Y will have a new competitor: Rivian's (NASDAQ: RIVN) R2 SUV. How scared should Tesla investors be? And how bullish should Rivian investors be? The answer is more surprising than you'd expect. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Expect Rivian to eat into Tesla's market share Tesla's Model Y, a crossover design, was the top-selling EV in 2025. An estimated 317,800 units were sold last year. The next top-selling model was Tesla's Model S, a sedan. The rest of the top-selling EVs of 2025 have something in common: Most are SUVs. Tesla's Model S is the only sedan to crack the top 10. Tesla's Model Y is the only crossover. There are two full-sized trucks, too. But the rest of the list -- a total of six out of 10 -- are SUVs. Notably, Tesla does have an SUV on the market: its luxury Model X vehicle. But that vehicle's starting price of $90,000 is a non-starter for most vehicle buyers. Plus, CEO Elon Musk revealed earlier this year that Tesla will likely discontinue all production of that model. In total, we can glean two things from this information. First, car buyers love buying Teslas. Second, car buyers love buying SUVs. And yet Tesla doesn't have an affordable SUV in its lineup. The Model Y -- ...

中国发展高层论坛2026年年会22日开幕，美国昆山杜克大学常务副校长约翰.奎尔奇22日在开幕式后对记者表示，“中东局势对全球经济来说是一个非常严重的风险。”全球石油储备不会满足超过3或4个月的全球消费（883434）总量。奎尔奇称，中东能源（850101）危机对能源（850101）供应而言可能是一个非常严重的问题。必须在4或5周内停止冲突，以使全球经济避免严重混乱。(国是直通车)

本次IPO，宇树科技预计募资规模达42.02亿元 3月16日至3月22日，A股IPO市场最受关注的消息莫过于宇树科技股份有限公司（下称“宇树科技”）的科创板“首秀”。 3月20日，上交所正式受理宇树科技的IPO申请，据了解，这是上交所科创板发行上市预先审阅机制落地后的第2单申报企业。预先审阅机制是针对开展关键核心技术攻关或者符合其他特定情形的科技型企业，避免因过早披露业务技术信息、上市计划可能对其生产经营造成重大不利影响的重要机制。 招股书显示：宇树科技是一家世界知名、国际领先的高性能通用机器人公司，专注于高性能通用人形机器人、四足机器人、机器人组件及具身智能模型的研发、生产和销售业务。 宇树科技具有特别表决权安排，选择的上市标准为《上海证券交易所科创板股票上市规则》第2.1.4条第（一）款：预计市值不低于人民币100亿元。 宇树科技称，2025年6月，公司最近一次市场化股权融资投前估值120亿元、投后估值127亿元，按上述估值测算，公司本次发行后预计市值满足上述上市标准。 王兴兴直接持有宇树科技8671.5万股股份，占比23.82%，合计控制的表决权比例为68.7816%，是公司的控股股东、实际控制人。 本次IPO，宇树科技预计募资规模达42.02亿元，用于智能机器人模型研发项目、机器人本体研发项目、新型智能机器人产品开发项目、智能机器人制造基地建设项目。 在业绩方面，宇树科技正处于高速发展期，2022年至2025年前三季度（下称“报告期”），宇树科技营业收入分别为1.23亿元、1.59亿元、3.92亿元和17亿元，归属净利润分别为-2210.05万元、-1114.51万元、9450.18万元和2.88亿元。 其中，2025年的财务指标呈数倍增长，营业收入同比增长335.36%，归属净利润同比增长204.29%，扣非净利润同比增长674.29%。宇树科技称，主要原因为当期产品销量的快速增长。根据公开资料，报告期内，宇树科技人形机器人累计销量近4000台，四足机器人销量合计超3万台。2025年度，人形机器人出货量已超5500台（纯人形）。宇树科技称，结合第三方发布的2025年全球范围其他行业企业人形机器人出货量数据，公司2025年人形机器人出货量为全球行业第一。 境外收入占据半壁江山，报告期内，宇树科技境外主营业务收入金额分别为6935.28万元、8764.2万元、...