交易员认为美联储在10月前加息的可能性为50% 2026-03-20 22:03:05 来源： 同花顺7x24快讯 分享 交易员认为美联储在10月前加息的可能性为50%。(财联社)

Earnings surge ignites debate: Social media discussions highlight Palantir's impressive 70% revenue growth, 41% operating margins, and $11.2 billion backlog from recent earnings. New contracts with the Air Force and GE Aerospace fuel optimism among investors. Many view the stock as resilient amid broader software sector weakness. Technical strength persists: Traders note a 23% rebound from recent lows, with key support at $145 holding firm. Consolidation above moving averages suggests potential upside to $160-$172 resistance levels. The stock's independence from market volatility draws praise. Analyst conviction vs bears: Piper Sandler's $230 price target reinforces bullish theses on AI-driven expansion. References to notable shorts like Michael Burry underscore divided views, yet growth in commercial revenue dominates chatter. Sentiment remains predominantly bullish. Note: This discussion summary was generated from an AI condensation of post data. Palantir Technologies Insider Trading Activity Palantir Technologies insiders have traded $PLTR stock on the open market 227 times in the past 6 months. Of those trades, 0 have been purchases and 227 have been sales. Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months: To track insider transactions, check out Quiver Quantitative's insider trading dashboard. Receive $PLTR Data Alerts Sign Up Palantir Technologies Revenue Palantir Technologies had revenues of $1.4B in Q4 2025. This is an increase of 70.0% from the same period in the prior year. You can track PLTR financials on Quiver Quantitative's PLTR stock page. Palantir Technologies Congressional Stock Trading Members of Congress have traded $PLTR stock 11 times in the past 6 months. Of those trades, 7 have been purchases and 4 have been sales. Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months: To track congressional stock trading, check out Quiver Quantitative's congressional trading das...

Growth investing has had a choppy start to 2026. The major growth benchmarks are down in the low single digits year-to-date, and some of the biggest names in tech have pulled back meaningfully from their late-2025 highs. For investors with a multi-year horizon, that kind of consolidation is worth understanding in the context of each ... The Only 3 Growth ETFs I Would Buy and Hold Through Any Market

The latest UK inflation data, as well as earnings from companies across a range of sectors, will be in focus in the week ahead. The UK consumer prices index (CPI) reading for February is due out on Wednesday, with this inflation data covering before the start of the conflict between US, Israel and Iran, which has sent oil prices soaring and fuelled fears of a resurgence in pricing pressures. In terms of earnings, investors will be looking at full-year figures from Chinese electric vehicle (EV) maker BYD (1211.HK), amid efforts to expand its global footprint. Back in the UK, upgraded profit guidance from Next (NXT.L) has signalled that the retailer expects to report a strong end to the year. Fellow FTSE 100 (^FTSE) stock Kingfisher (KGF.L), the home improvement retailing group behind B&Q, has also set a positive tone for its full-year results with a profit guidance upgrade. On the FTSE 250 (^FTMC), housebuilder Bellway (BWY.L) is to release half-year results, having already given investors some indication of performance in a February trading update. Here's more detail on what to expect: UK consumer prices index – Due out on Wednesday 25 March Inflation in the UK fell to 3% in January, which was the lowest reading since March last year. February's CPI reading, which the Office for National Statistics (ONS) is due to publish on Wednesday, is expected to ease further to 2.9%. However, Interactive Investor's head of investment Victoria Scholar points out that this "mostly captures the period before the start of the Iran war on 28 February with the effects of the conflict likely to start showing up next month." Read more: UK government borrowing rose by more than expected to £14.3bn in February "With brent crude up by more than 50% over the last month and more than 75% since the start of January, the energy price shock has caused inflation fears to resurface with a vengeance," she said. Oil and gas prices have surged as the conflict has resulted in disruption to flows thr...

As of March 20, 2026, Micron Technology, Inc. (NASDAQ: MU) stands as a central pillar of the global artificial intelligence (AI) infrastructure. Once viewed as a provider of "commodity" memory components prone to brutal boom-and-bust cycles, the Boise-based semiconductor giant has successfully orchestrated a structural re-rating of its business. In the current era of generative AI and high-performance computing (HPC), memory has transitioned from a secondary consideration to a critical performance bottleneck. Micron’s ability to deliver high-bandwidth, power-efficient solutions has placed it at the heart of the most important technological shift of the decade, making it one of the most closely watched companies on Wall Street today. Historical Background Founded in 1978 in the basement of a Boise, Idaho dental office, Micron’s journey is one of survival and relentless adaptation. In the 1980s and 90s, the company weathered intense competition from Japanese and South Korean conglomerates that drove dozens of American memory makers out of business. Through a combination of low-cost manufacturing and strategic acquisitions—most notably the 2013 purchase of Japan’s Elpida Memory—Micron emerged as the last major U.S.-based DRAM manufacturer. The most significant transformation occurred over the last decade as the company moved away from simple PC and mobile RAM toward specialized, high-margin products. Under the leadership of Sanjay Mehrotra, who took the helm in 2017, Micron focused on "technology leadership," consistently being the first to reach new miniaturization milestones (nodes) like 1-alpha and 1-beta. This history of resilience set the stage for its current dominance in the AI memory market. Business Model Micron’s business model is built on the design and manufacture of three primary technologies: DRAM (Dynamic Random Access Memory): Accounting for roughly 75% of revenue, DRAM is essential for the "working memory" of servers, PCs, and smartphones. Accounting f...

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文章提及标的 北大荒 -- 北大荒（600598）公告，2025年营业收入52.29亿元，同比下降2.05%。净利润11.66亿元，同比增长7.26%。公司拟向全体股东每10股派发现金股利5.5元(含税)，不送红股，不实施资本公积金转增股本。

交易员预计，美联储到10月份这段时间加息的概率为50%。 美国10年期国债收益率涨超10个基点，至4.3518%；两年期美债收益率涨约13个基点，至3.9278%。 五年期美债收益率突破4%，为2025年7月份以来首次。 新兴市场货币刷新日低，投资者关注美联储加息前景。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇3月20日丨交易员认为美联储在10月前加息的可能性为50%。

文章提及标的 白云山 -- 白云山（600332）公告，2025年度公司实现营业收入776.56亿元，同比增长3.55%；净利润11.55亿元，同比增长5.21%。公司拟向全体股东每股派发现金红利0.45元(含税)，合计拟派发现金红利7.32亿元。

据美国官员透露，五角大楼正派遣三艘军舰及数千名额外海军陆战队员前往中东，尽管特朗普坚称不会向伊朗派遣地面部队。 官员表示，来自驻扎在加利福尼亚州的“拳师”号两栖战备群及第11海军陆战队远征部队的约2200至2500名海军陆战队员，正前往负责中东地区所有美军行动的美国中央司令部辖区。 这是过去一周内美军第二次大规模部署海军陆战队员。此前，五角大楼已将驻扎在日本的的黎波里号两栖攻击舰及第31海军陆战队远征部队调往该地区。 而就在消息公布的前一天，特朗普还称暂无计划向伊朗部署美军地面部队。 责任编辑：刘明亮

Gabriel leads mobile network research for Heavy Reading. His coverage includes system architecture, RAN, core, and service-layer platforms. Key research topics include 5G, open RAN, mobile core, and the application of cloud technologies to wireless networking. Gabriel has more than 20 years' experience as a mobile network analyst. Prior to joining Heavy Reading, he was chief analyst for Light Reading's Insider research service; before that, he was editor of IP Wireline and Wireless Week at London's Euromoney Institutional Investor.

Professor25/iStock via Getty Images A lot of people are rightly concerned about rising energy prices and inflation. 2025 saw more tame inflation than many anticipated, but the closure of the Strait of Hormuz has sent oil prices skyrocketing. This will hurt drivers at the gas pump, and could lead to higher energy bills and more expensive goods as most plastic is derived from oil. Further, crucial fertilizer inputs have been cut off by the closure, which could impact food prices. Data by YCharts Interest Rate Cuts Are Failing To Create Jobs While the closure of the Strait of Hormuz shouldn’t be overlooked, arguably, the more important development this week was Federal Reserve chair Jerome Powell admitting that job growth has been nonexistent over the past year. This comes even after the Federal Reserve carried out several rate cuts in an effort to stimulate the economy and spur job growth. Unfortunately, I believe we’re starting to see a decoupling between low interest rates and job creation, and in a worst-case scenario, we may start to see the opposite: rate cuts fueling job loss. The Federal Reserve has two prime goals: A) Keep inflation low, with a general target of 2%, and B) encourage full employment. These goals are somewhat contradictory. Full employment can encourage inflation simply because workers have more money to spend. Low inflation, meanwhile, often depends on high interest rates, and high interest rates can cool the labor market as the costs of doing business become more expensive. Federal Reserve Traditionally, the Federal Reserve has been able to manage inflation and employment through the use of the Federal Funds rate. In theory, rate cuts should stimulate job creation by making it cheaper for businesses to borrow and invest. Indeed, a weak labor market has been one of the reasons the Federal Reserve has cut interest rates over the past year. Yet even as the Fed moved to cut rates, hiring has been tepid at best. Federal Reserve How can this be? The...

格隆汇3月20日｜沪银主力合约日内由涨转跌，现跌近1%，报17318元/千克，此前一度涨超2%。

In one telling of the story, the golden fields of a proud farming nation are under attack. Besieged by an industrial sprawl of solar panels, they are being smothered at the behest of an urban elite. That narrative has failed to thrive in conservative heartlands such as Texas and Hungary, which have embraced solar power while lambasting green rules. But it is taking root in Denmark, the most climate-ambitious nation on Earth. “We say yes to fields of wheat,” said Inger Støjberg, the leader of the rightwing populist Denmark Democrats in a speech in 2024. “And we say no to fields of iron!” Jernmarker, or iron fields, was chosen as the Danish word of the year in December after the solar backlash swayed municipal elections and prompted some councils to pull projects. The spectre of barren metal landscapes has since returned to the campaign trail as Danes prepare to vote in national elections on Tuesday. “We need more common sense in the green transition,” Støjberg said in the first televised debate between party leaders last month. Pockets of resistance to clean energy have hardened across Europe as far-right parties focus on climate action as their second target after migrants. Until now, solar panels had escaped the wrath of powerful campaigns that have stymied the rollout of wind turbines, heat pumps, electric cars and plant-based meat. But in Denmark, which generates 90% of its electricity from renewables and aims to cut planet-heating pollution faster than any other wealthy country, the spread of solar power has alarmed some regions in which construction is concentrated. Solar tripled from 4% of Danish power production in 2021 to 13% in 2025. And a handful of villages have found themselves surrounded by silicon. Opponents of solar farms say the photovoltaic panels are ugly, destroy nature and deflate property prices in neglected hinterlands. As drone shots of encircled farmhouses have become a symbol of urban overreach, the campaign has led even some established par...

Police planned to disperse the crowd at a Sydney protest against the visiting Israeli president, Isaac Herzog, if it exceeded 6,000 people, according to correspondence between senior New South Wales public servants. The messages released under freedom of information (FoI) laws contain information not referenced in public comments by the NSW premier, Chris Minns, and the police commissioner, Mal Lanyon. They have said police only moved to disperse the demonstrators at Sydney’s town hall after they sought to march in defiance of “major events” and public assembly restrictions. Several pro-Palestine protesters have been charged with public order offences after the violent clashes between police and demonstrators on 9 February. The independent police watchdog, the Law Enforcement Conduct Commission (Lecc), is investigating alleged police brutality. Several protesters have said they will launch civil claims against NSW police. In messages from the night on the encrypted messaging app Signal, the secretary of the NSW premier’s department, Simon Draper, wrote to the deputy secretary, Kate Meagher, at 5.42pm. “What’s the view from POC Kate Meagher? Numbers? Static?” Draper wrote, according to the chat released under FoI laws. “Static for now, but there are some speakers urging marching. At least 3-4K,” Meagher replies. “Police will be dispersing them if numbers exceed capacity. Crowd sentiment is reportedly calm. Lots of mums and dads.” Asked by another senior public servant what the capacity for the event was, Meagher wrote back at 6.20pm: “Likely 6K at TH [town hall].” She was working from inside the NSW police operation centre (POC) during the protest. “Good news they think people have stopped arriving!” Meagher wrote at 6.31pm. A minute later, she wrote that police were “feeling ok that March [sic] not likely – maybe a splinter’”. View image in fullscreen The protest at Sydney’s town hall in February. Photograph: Blake Sharp-Wiggins/The Guardian In the final messages re...

Since the conflict broke out in the middle east at the end of February, everyday life has been upended for thousands of ordinary people in the region. Amidst the devastation and threat to life, people find moments to grieve, children play, protesters stand in silent solidarity and combatants manage to carve out moments of solitude and reflection ‘Doomsday scenario’: a visual guide to the oil and gas site attacks in the Middle East Continue reading...

The phone call came in mid-2016. “I’ve got cancer,” the old woman announced. Kathy*, a small business consultant, lived in Sydney. Her widowed mother, then in her 80s, lived in a large regional town four hours’ drive away. For the next five years, Kathy became her mother’s drive-in, drive-out carer, clocking up thousands of kilometres on her odometer. One of her two sisters contributed some assistance but it was Kathy who slept in hospital beside her mother through various admissions. It was Kathy who took over her mother’s finances and the burden of keeping her in her large two-storey home as she became frailer and sicker. But there was no loving mother-daughter relationship to buttress the load. “A friend of mine said to me, ‘you just keep going back for more punishment’,” Kathy says. “But I didn’t actually see it like that; I didn’t see it as a duty but as a kindness.” Kathy’s kindness is striking: from the time she was a child, her capricious mother’s weapons of choice were a cruel tongue and extended silences. “It was always unstable ground, it was always criticism and undermining,” Kathy says. For some years before her mother became ill, Kathy had disconnected herself from her family. “There was very little communication.” Now, looking back on the years she cared for her mother, who died in 2022, Kathy feels exhausted. “It’s not that I enjoyed doing it; it was something I thought was the right thing to do.” double quotation mark We carry this assumption that caring for your parents is the most normal, safe dynamic but this paints over instances of often decades-long abuse Emma Kirby, UNSW Caring for ageing parents is difficult in the best circumstances – when relationships are loving and siblings are collaborative. But for those who have had complicated relationships with their parents, especially those characterised by abuse, trauma or periods of estrangement – or simply a feeling that you weren’t very well cared for yourself – it can be far more complex. “A ...

Living in London, my elder brother – someone I have always looked up to – makes good use of his relative proximity to our ancestral home in Afghanistan. He travels back and forth so often that, from my base in Melbourne, I sometimes joke he has visited our village more times in the past few years than I have visited any other Australian city. His most recent trip, however, did not go as planned. Flight disruptions linked to escalating tensions in the Middle East left him stranded in Istanbul for several days. Eventually he gave up and flew back to London, missing both the anniversary of our mother’s death in Kabul and the Eid celebrations many of the family members had hoped to mark together at the end of Ramadan. While waiting at the airport we spoke on FaceTime and our conversation drifted back to what remains of our ancestral home, which has been largely reduced to ruins now sitting in a mountainous valley in Paktika province in south-eastern Afghanistan. Time and war have stripped the walls but the memory of what life once looked like inside them remains vivid. What strikes me most when I look at photos he sends me is not the amount of destruction but what endures. The house played a central role in hosting guests and allowing for community consultation – a process known as the jirga – which was part of our family’s and village’s way of life. The bala khana, the upper guesthouse common in many Afghan homes, was not merely an architectural feature. It was a moral space. This was where disputes were brought to cool down. Neighbours who had quarrelled over land, traders arguing over debts, or relatives caught in family disagreements would gather there, often late into the night. Long before courts or contracts, people sat together in these rooms to listen, argue, reflect and – whenever possible – reconcile. Hospitality and mediation were intertwined. You could not seek justice without first being offered tea. You could not be heard without first being recognised as...

Barrie Cassidy and Tony Barry examine the fuel crisis and whether the Australian public will blame the Albanese government for the growing economic fallout from Trump’s war on Iran. They also discuss Liberal MP Andrew Hastie’s criticism of the US president, the RBA’s raising of the cash rate and why the treasurer, Jim Chalmers, is ‘opening the door’ for a recession Continue reading...

From fields to floating pontoons, in horseboxes, barrels and beach huts, saunas are springing up across Britain. The British Sauna Society now lists about 640 saunas – up from 540 at the start of the year – while a recent report predicted the UK could become the world’s largest sauna market by 2033, outpacing even Finland and Germany. “The continuing growth suggests that the peak has still yet to come – if there is one,” said Gabrielle Reason, the society’s director. But are saunas a tonic for the nation’s health – or a wellness fad with hidden risks? When it comes to measurable health effects, the strongest evidence relates to the cardiovascular benefits of sauna use. These are “substantial”, said Prof Setor Kunutsor, Evelyn Wyrzykowski research chair in cardiology at the University of Manitoba in Canada. “Comparing people who engage in four to seven sauna sessions per week with those who engage once a week, the risk reductions in cardiovascular outcomes range from 40 to 60%,” he said. “In our randomised controlled trial, we showed a systolic blood pressure reduction of 8mmHg after eight weeks of engaging in three sauna sessions per week. This is a huge reduction.” View image in fullscreen Evidence for a cold water plunge after a sauna is thinner. Photograph: Adrian Sherratt/The Guardian Evidence for the flip side of a trip to the sauna – the cold-water plunge – is thinner, he added, though it is used by athletes after exercise and is believed to enhance recovery and reduce muscle soreness. Precisely how taking a sauna triggers its benefits is still being studied, but the general idea is that it places the body under controlled heat stress, producing responses similar to moderate exercise, such as walking. As body temperature rises, the heart beats faster and blood flow increases. This sets off a range of physiological responses, including improvements in blood vessel, heart and lung function, and reductions in blood pressure, inflammation and blood fats (including...

格隆汇3月20日｜伦铜日内跌幅达2.00%，现报11945.60美元/吨。

To get Industrial Strength delivered directly to your inbox, sign up here . Humanoid robots are having a financial moment as advances in artificial intelligence fuel the promise of greater capabilities. But industrial leaders say fully autonomous robots that meet the strict safety and operational standards of factory assembly lines and construction sites remain a longer-term goal. And it’s not clear that customers actually want or need those machines to look like people anyway. Investments in humanoid robot development have jumped significantly, rising to $4.3 billion last year from about $700 million in 2018, according to a Bank of America Corp. report that cites data from the Humanoid Robot Guide. Just this month, Sunday Inc., which is aiming to build a human-like robot capable of handling laundry and dishwashing duties, raised $165 million in a Series B funding round that valued it at $1.15 billion. Humanoid startups including Figure AI Inc. , Apptronik , Agility Robotics Inc. and Dexterity Inc. have raised enough from venture investors to support billion dollar-plus valuations. The frenzy is so significant that BofA now estimates annual humanoid robot shipments will surge to 10 million by 2035, up from a mere 20,000 units last year. But for all the future promise and hype, humanoid robots are still largely in the science experiment phase, with rare demos featuring clunky or painfully slow movements to perform discrete jobs such as picking up items. While it’s possible these person-like robots may yet prove popular for other tasks, there’s skepticism among established manufacturers that they have much of a place on assembly lines. Manufacturers are investing in robots: The total number of industrial robots in operational use worldwide reached 4.7 million in 2024, up 9% from the prior year, according to the most recent data from the International Federation of Robotics. But most industrial production tasks simply don’t require a human level of flexibility or degre...