格隆汇3月18日｜顺灏股份(002565.SZ)公告称，公司股票于3月17日至18日连续2个交易日内收盘价涨幅偏离值累计超过20%，触及异常波动标准。公司目前拟筹划出售控股子公司上海绿馨电子科技有限公司60%的股权，相关交易可能对公司净利润造成小幅度影响，可能触发信息披露标准。公司目前仅作为投资人参股轨道辰光，公司现有业务未与轨道辰光的业务产生协同效应，在一定时期内公司主营业务不会发生明显变化；轨道辰光业务受宏观经济、行业政策、市场环境变化等因素的影响，亦存在产业化、商业化落地周期较长以及不达预期的风险。轨道辰光的“天数天算”业务可能在未来5年内才有明确的商业价值，太空数据中心的“地数天算”业务可能在未来5-10年才逐步具备与地面数据中心进行竞争的优势，这一过程中轨道辰光也可能面临同行业公司的充分竞争压力。太空数据中心面临强烈辐射、轨道维护困难、碎片危害以及与数据治理和太空交通相关的监管问题等障碍，包括但不限于上述各类因素均可能导致项目商业化进度和效益晚于和低于预期。

格隆汇3月18日｜标普500LOF(161125)决定自2026年3月19日起暂停申购及定期定额投资业务，赎回业务照常办理。

Closed-end funds (CEFs) are popular with many income investors because of their juicy distributions. Yield-hungry investors also often favor business development company (BDC) stocks for the same reason. FS Credit Opportunities Corp. (FSCO +1.84%) offers two for the price of one. It's basically a BDC wrapped in a CEF. The fund is operated by Future Standards, a global alternative asset manager with $86 billion in assets under management. The combination CEF/BDC's distribution yield currently tops 16%. Is this yield an income investor's dream? Or is it too good to be true? Definitely no dream I'll cut to the chase. FS Credit Opportunity's ultra-high yield definitely isn't an income investor's dream. There's too much baggage to meet that lofty bar. For one thing, the distribution yield is unusually high in large part because the CEF's price has plunged significantly. FS Credit Opportunities' share price is now roughly 35% below its mid-2025 peak. Expand NYSE : FSCO FS Credit Opportunities Today's Change ( 1.84 %) $ 0.09 Current Price $ 4.99 Key Data Points Day's Range $ 4.86 - $ 5.02 52wk Range $ 4.13 - $ 7.65 Volume 58 Avg Vol 2M Dividend Yield 16.11 % Worries about the private credit market that BDCs serve have increased in recent months. Concerns further intensified with the so-called "SaaSpocalypse," a sell-off of SaaS stocks. Investors fretted that artificial intelligence (AI) could disrupt the business models of many SaaS companies. BDC stocks were also hit hard because many BDCs provide significant funding to software developers. Income investors also can't be dreamy about FS Credit Opportunities after the fund's board cut the distribution by 14% earlier this month. The CEF's yield was even higher before this move. Not a nightmare, though Do these factors make FS Credit Opportunities a nightmare for income investors rather than a dream? I wouldn't go that far. Around 78% of the CEF's assets involve floating-rate loans. When interest rates fall, FS Credit Opport...

Oil prices have risen to more than $100 a barrel amid escalating conflict with Iran, pushing fuel prices up by more than 20% in just one month. Of course, this is bad news for U.S. consumers. But could it be good news for retirees? The latest estimates from the Senior Citizens League call for a 2.8% Social Security COLA in 2027 -- the exact same raise beneficiaries received this year. But this estimate was made before the Iran situation disrupted global oil supplies. And there's a chance it could make the 2027 COLA much higher. The Social Security COLA is determined by changes in the Consumer Price Index (specifically the CPI-W). Energy costs make up 6.2% of the index, with 3% allocated to fuel costs and 3.2% to household energy. It isn't just fuel and household energy costs themselves that could result in higher-than-expected inflation. There are secondary impacts as well. For example, higher fuel costs make it more expensive for grocery stores to transport food, which can be passed on to consumers in the form of higher prices. In short, if oil prices stay elevated, it's entirely possible we'll see a 2027 Social Security COLA of 3.5% or more. When will we know for sure? It's important to mention that the Social Security COLA is based on third-quarter inflation data. So, the prices you're seeing at the fuel pump have nothing to do with the adjustment retirees will get in 2027 -- not yet anyway. The COLA is calculated by comparing the CPI-W data from July, August, and September with the index from the same months in 2025. Because of this, we'll have the official Social Security COLA in mid-October. The Social Security COLA could finally keep up with inflation One silver lining is that 2027 could be a rare year when the COLA not only helps seniors keep up with rising costs but outpaces them. As mentioned, the CPI-W is the inflation metric used to determine the Social Security COLA, but it is designed to reflect the costs faced by working Americans. Seniors tend to spe...

Samsung Electronics and AMD have deepened their long-standing partnership with a new agreement focused on artificial intelligence infrastructure, as global demand for high-performance data centre systems accelerates. The memorandum of understanding was signed at Samsung’s semiconductor campus in Pyeongtaek, South Korea, during a visit by AMD chief executive Lisa Su, alongside Samsung Electronics vice-chairman and chief executive Young Hyun Jun. The deal reflects a broader industry shift, where chipmakers are moving closer together to address bottlenecks in AI computing, particularly around memory speed, power efficiency, and system integration. Why memory is becoming the AI bottleneck The agreement centres on tighter coordination between memory and computing technologies. Samsung is expected to supply its next-generation high-bandwidth memory, HBM4, for AMD’s upcoming Instinct MI455X AI accelerator. It will also develop DDR5 memory tailored for AMD’s sixth-generation EPYC processors, codenamed Venice. As AI models grow larger, memory bandwidth and efficiency have become critical constraints. Advanced AI workloads require systems where GPUs, CPUs, and memory operate seamlessly together. This collaboration aims to improve both training and inference performance in next-generation data centres. Samsung’s HBM4 is designed to reach speeds of up to 13 gigabits per second and deliver bandwidth of up to 3.3 terabytes per second. The memory is built on a sixth-generation 10-nanometre-class DRAM process with a 4nm logic base die and is entering mass production. How the chips will power next-gen systems AMD’s Instinct MI455X GPU, expected to incorporate Samsung’s HBM4, is being positioned for large-scale AI workloads. It will be part of AMD’s Helios rack-scale architecture, which integrates compute, memory, and networking at the system level. The companies are focusing on full-stack integration, combining AMD Instinct GPUs, EPYC CPUs, and advanced memory into unified platforms...

注：财联社VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 市场热点一 算力 阿里云官网发布公告，因全球AI需求爆发、供应链涨价，阿里云AI算力、存储等产品最高涨价34％。 《研选》：从机构角度评选更有价值的研报。 3月18日07:09《研选》 精选东方国信研报 ，指出其是国内领先的企业级大数据与AI解决方案提供商，智算中心订单落地，算力服务开启第二增长曲线。 《九点特供》：盘前必读的特供早报。 3月18日08:25《九点特供》 追踪到英伟达创始人兼CEO黄仁勋在GTC2026主题演讲中反复强调的一个核心概念是“token工厂” ，指出随着安装用户量增长，Token爆发短期直接拉动推理算力、上云需求，提及 东方国信 。 其在3月18日触及20cm涨停。 《九点特供》：盘前必读的特供早报。 3月17日08:14《九点特供》 追踪到NEBIUS涨14.96% ，指出此前Meta与Nebius签署五年协议，拟斥资最高270亿美元采购AI基础设施，伴随Tokens需求快速提升，拉动云计算需求，云计算及配套服务厂商有望迎来估值重构，提及 顺网科技 、 优刻得 。 3月18日，顺网科技大涨11.91%，优刻得大涨13.21%。 《狙击龙虎榜》：揭秘主力资金去向，找寻资金背后的逻辑！ 3月18日12:56《狙击龙虎榜》 追踪市场热点 ，指出 数据港 作为阿里云核心IDC服务商（约80%-90%收入来自阿里），数据港深度绑定阿里AI云扩张红利。 《电报解读》：快速推送重要资讯独家深度解析。 3月18日12:59《电报解读》 追踪到“阿里云AI算力和存储产品最高涨价34%” ，随即引用机构观点展开解读：阿里云作为AI云市场份额稳居第一的头部云服务厂商，模型能力强、算力布局深厚、客户范围广粘性高，拥有更强定价自主权有望受益于产业提价趋势，未来有望改善盈利，看好行业需求高景气度驱动及阿里云在AI时代稳固竞争壁垒支持下的长期增长潜力及盈利改善空间。 其在3月18日收获涨停。 《电报解读》：快速推送重要资讯独家深度解析。 3月12日08:36《电报解读》 追踪到“英伟达年内再次加码云业务” ，随即深度梳理相关投研逻辑：AI拉动云计算需求，云计算及配套服务厂商有望迎来估值重构。本文提及东方国信，公司在云计算、人工智能及...

Tesla (TSLA +0.78%) experienced its second straight year of declining vehicle deliveries in 2025, with volumes falling by around 9% year over year. Yet in 2024, despite declining EV sales, Tesla's stock price moved higher by more than 60%, adding another gain of roughly 10% in 2025. Why is Tesla's stock price rising despite a struggling EV business? There are many potential catalysts, but one of the biggest is the market's expectation that the company will transition from an auto manufacturing business to a fully fledged AI company. It's not that the company will be ditching EVs entirely -- although Elon Musk did recently announce that Tesla would soon discontinue its Model S and Model X vehicles. It's just that Tesla's future will be increasingly driven by its investments and success in AI technologies. AI upside is a big reason why shares trade at nearly 15 times sales. Rivian (RIVN +3.20%), another popular EV stock, is also heavily investing in AI. And yet shares trade at just 3.3 times sales, with a market cap under $20 billion versus Tesla's gargantuan $1.2 trillion valuation. Wall Street doesn't know what to make of this emerging AI stock. By understanding what is going on, investors have a chance to buy into a potential growth superstar at a relatively large discount to its peers. There are three important factors to understand before jumping in. Expand NASDAQ : RIVN Rivian Automotive Today's Change ( 3.20 %) $ 0.49 Current Price $ 15.82 Key Data Points Market Cap $20B Day's Range $ 15.29 - $ 16.07 52wk Range $ 10.36 - $ 22.69 Volume 3.4K Avg Vol 32M Gross Margin -276.59 % 1. Rivian is betting big on AI For decades, consumers have been told that self-driving cars are just around the corner. Despite massive advancements, the world is still waiting. But now, experts are growing more confident that autonomous vehicles will soon be a reality. Global consultancy McKinsey & Co., for example, now predicts robotaxis will be available nationwide by 2030, with full sel...

Key Points Like Tesla, Rivian is investing heavily in AI. Shares don't seem to be valuing Rivian's AI opportunity. 10 stocks we like better than Rivian Automotive › Tesla (NASDAQ: TSLA) experienced its second straight year of declining vehicle deliveries in 2025, with volumes falling by around 9% year over year. Yet in 2024, despite declining EV sales, Tesla's stock price moved higher by more than 60%, adding another gain of roughly 10% in 2025. Why is Tesla's stock price rising despite a struggling EV business? There are many potential catalysts, but one of the biggest is the market's expectation that the company will transition from an auto manufacturing business to a fully fledged AI company. It's not that the company will be ditching EVs entirely -- although Elon Musk did recently announce that Tesla would soon discontinue its Model S and Model X vehicles. It's just that Tesla's future will be increasingly driven by its investments and success in AI technologies. AI upside is a big reason why shares trade at nearly 15 times sales. 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 » Rivian (NASDAQ: RIVN), another popular EV stock, is also heavily investing in AI. And yet shares trade at just 3.3 times sales, with a market cap under $20 billion versus Tesla's gargantuan $1.2 trillion valuation. Wall Street doesn't know what to make of this emerging AI stock. By understanding what is going on, investors have a chance to buy into a potential growth superstar at a relatively large discount to its peers. There are three important factors to understand before jumping in. 1. Rivian is betting big on AI For decades, consumers have been told that self-driving cars are just around the corner. Despite massive advancements, the world is still waiting. But now, experts are growing more confident that autonomous...

当地时间18日，黎巴嫩公共卫生部紧急行动中心表示，以色列当天早晨空袭黎首都贝鲁特市中心的巴舒拉区和祖卡克·布拉特区，已造成12人死亡、41人受伤。（央视新闻）

Integrated Investment Consultants LLC cut its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 22.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,759 shares of the social networking company's stock after selling 1,369 shares during the period. Integrated Investment Consultants LLC's holdings in Meta Platforms were worth $3,495,000 at the end of the most recent quarter. Other institutional investors and hedge funds also recently modified their holdings of the company. Westchester Capital Management Inc. acquired a new position in Meta Platforms during the third quarter worth approximately $26,000. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms in the second quarter valued at approximately $30,000. Knuff & Co LLC acquired a new stake in shares of Meta Platforms in the second quarter valued at approximately $44,000. Spurstone Advisory Services LLC bought a new position in shares of Meta Platforms during the 2nd quarter worth approximately $59,000. Finally, Evergreen Private Wealth LLC boosted its stake in shares of Meta Platforms by 64.8% during the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after acquiring an additional 35 shares during the period. 79.91% of the stock is owned by institutional investors. Get Meta Platforms alerts: Sign Up Analyst Upgrades and Downgrades META has been the topic of a number of recent analyst reports. Mizuho boosted their target price on Meta Platforms from $815.00 to $850.00 and gave the stock an "outperform" rating in a report on Thursday, January 29th. Guggenheim raised their price target on Meta Platforms from $800.00 to $850.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Meta Platforms in a research report on Monday, December 29th. Canacco...

Markets rose on Wednesday morning, as oil prices eased and investors looked ahead to the US Federal Reserve’s interest rate decision, due out later in the day. Brent crude futures (BZ=F) fell 0.7% to $102.74 at the time of writing, after Iraq reportedly signed a deal with Turkey to resume oil exports via its Ceyhan port, easing some supply concerns. The UK’s FTSE 100 (^FTSE) climbed 0.2% on Wednesday, while Germany's DAX (^GDAXI) rose 0.5% and the CAC (^FCHI) in Paris headed 0.6% into the green. The pan-European STOXX 600 (^STOXX) was up 0.4%. In the US, Dow Jones Industrial Average futures (YM=F) rose 0.5%. Contracts on the S&P 500 (ES=F) moved up 0.5%, while those on the tech-focused Nasdaq 100 futures (NQ=F) gained 0.6%. Here’s our daily roundup of the key trending stocks on Wednesday. Micron Technology (MU) Shares in memory chipmaker Micron Technology (MU) were up 3% in pre-market trading, ahead of the company reporting its second quarter earnings after the US market close on Wednesday. For the quarter, Micron (MU) has guided to revenue of $18.7bn (£14.01bn), plus or minus $400m and diluted EPS of $8.42, plus or minus $0.20. In its first quarter results, released in December, Micron (MU) posted record revenue of $13.64bn (£10.26bn), up from $8.71bn a year earlier and topping expectations of $12.95bn. Adjusted EPS of $4.78 jumped from $1.79 in the first quarter of its 2025 fiscal year and also beat estimates of $3.95. Read more: Stocks rise as investors find signs of stability In a note on 11 March, Deutsche Bank (DBK.DE) reiterated its “buy” rating on the stock ahead of the earnings. Melissa Weathers, a director of equity research at Deutsche Bank, said that “we believe memory market conditions remain strong, with demand far outpacing supply”. Lululemon Athletica (LULU) In the retail sector, Lululemon (LULU) shares dipped 1.5% in pre-market trading on Wednesday, after the athleisure brand’s first quarter and full-year outlooks disappointed against expectations. ...

Markets rose on Wednesday morning, as oil prices eased and investors looked ahead to the US Federal Reserve’s interest rate decision, due out later in the day. Brent crude futures (BZ=F) fell 0.7% to $102.74 at the time of writing, after Iraq reportedly signed a deal with Turkey to resume oil exports via its Ceyhan port, easing some supply concerns. The UK’s FTSE 100 (^FTSE) climbed 0.2% on Wednesday, while Germany's DAX (^GDAXI) rose 0.5% and the CAC (^FCHI) in Paris headed 0.6% into the green. The pan-European STOXX 600 (^STOXX) was up 0.4%. In the US, Dow Jones Industrial Average futures (YM=F) rose 0.5%. Contracts on the S&P 500 (ES=F) moved up 0.5%, while those on the tech-focused Nasdaq 100 futures (NQ=F) gained 0.6%. Here’s our daily roundup of the key trending stocks on Wednesday. Micron Technology (MU) Shares in memory chipmaker Micron Technology (MU) were up 3% in pre-market trading, ahead of the company reporting its second quarter earnings after the US market close on Wednesday. For the quarter, Micron (MU) has guided to revenue of $18.7bn (£14.01bn), plus or minus $400m and diluted EPS of $8.42, plus or minus $0.20. In its first quarter results, released in December, Micron (MU) posted record revenue of $13.64bn (£10.26bn), up from $8.71bn a year earlier and topping expectations of $12.95bn. Adjusted EPS of $4.78 jumped from $1.79 in the first quarter of its 2025 fiscal year and also beat estimates of $3.95. Read more: Stocks rise as investors find signs of stability In a note on 11 March, Deutsche Bank (DBK.DE) reiterated its “buy” rating on the stock ahead of the earnings. Melissa Weathers, a director of equity research at Deutsche Bank, said that “we believe memory market conditions remain strong, with demand far outpacing supply”. Lululemon Athletica (LULU) In the retail sector, Lululemon (LULU) shares dipped 1.5% in pre-market trading on Wednesday, after the athleisure brand’s first quarter and full-year outlooks disappointed against expectations. ...

Arabian Dyar, a Saudi developer building thousands of properties across the kingdom, and Al Rajhi Capital have agreed to form a 4.5 billion riyals ($1.2 billion) real estate fund to develop new real estate projects in the holy cities of Mecca and Madinah. Their Haramain Projects Fund will specialize in high-quality real estate developments in areas near the holy mosques in the two cities. The first phase will start with 4.5 billion riyals but the venture could eventually fund as much as 20 billion riyals in phases amid strong demand from foreign investors, according to Arabian Dyar. “The fund will build thousands of residential units as well as shops and hotels to cater to the foreign demand we have seen in the two cities,” said Arabian Dyar’s Chief Executive Officer Naif Alatawi. “This fund will help push the new wave of projects that will come to the cities.” Iran has stepped up attacks on Saudi Arabia in recent days, signaling it’s targeting the oil-rich kingdom more aggressively than earlier in the war. Still, the kingdom has faced fewer direct Iranian strikes than the United Arab Emirates and brokers say it’s too early to fully know the impact to the regional real estate market. “The demand is strong for the holy cities even in the current circumstances,” Alatawi said. “These cities are seen as stable investment destinations that have stood there for centuries.” The holy cities have drawn attention from investors after the Saudi government announced it will allow foreigners to own property in the kingdom and will open the market in the holy cities to overseas Muslim buyers for the first time ever. That comes amid vast projects underway at Mecca, a city that’s revered by the world’s more than two billion Muslims as Islam’s holiest and is now central to the Saudi government’s economic overhaul. For more, read: MBS’s $100 Billion Quest Shored Up by Mecca Boom as Neom Slows Arabian Dyar is already developing around 10 billion riyals worth of projects in Mecca’s Mas...

Apple Inc. Chief Executive Officer Tim Cook showed up at a company event in China on Wednesday after the company lowered the fees it collects from app developers in the country earlier this month. Cook attended a event at an Apple store in the southwestern Chinese city of Chengdu to commemorate the company’s 50th anniversary, the municipal government said in a post on WeChat. An Apple representative did not immediately respond to a request for comment. The US company said last week that its typical commission on purchases will drop to 25% from 30% for its mainland China App Store, a major concession in a hugely lucrative market where the company faced the risk of antitrust intervention by local regulators. The move is effective March 15 and applies to apps for both iOS and iPadOS, Apple said on its developer website, noting the shift follows “discussions with the Chinese regulator.” After the announcement, Chinese ruling party’s flagship newspaper called for Apple to further ease App Store restrictions and fix “monopolistic” practices. The frank editorial underscored how Apple, which has clashed with Tencent Holdings Ltd. and ByteDance Ltd. over its iOS App Store policies, may continue to face pressure from Beijing. Apple launched the App Store in China in 2010, and the platform is subject to heavier restrictions than the US version. Apple is more prone to remove certain apps at Beijing’s behest, pulling Meta Platforms Inc. ’s WhatsApp in 2024. It’s also under pressure to open up its platform to facilitate third-party payments and external links for digital purchases. In 2024, the company agreed to open up its mobile wallet technology to other providers free of charge for a decade in Europe, via a settlement that ended an investigation. In China, the antitrust watchdog has been examining the company’s policies in taking a cut on in-app spending and barring external payment services and stores, Bloomberg News reported last year.

Photographer: Kena Betancur/Bloomberg Apple Inc. Chief Executive Officer Tim Cook showed up at a company event in China on Wednesday after the company lowered the fees it collects from app developers in the country earlier this month. Cook attended a event at an Apple store in the southwestern Chinese city of Chengdu to commemorate the company’s 50th anniversary, the municipal government said in a post on WeChat. An Apple representative did not immediately respond to a request for comment. Most Read from Bloomberg The US company said last week that its typical commission on purchases will drop to 25% from 30% for its mainland China App Store, a major concession in a hugely lucrative market where the company faced the risk of antitrust intervention by local regulators. The move is effective March 15 and applies to apps for both iOS and iPadOS, Apple said on its developer website, noting the shift follows “discussions with the Chinese regulator.” After the announcement, Chinese ruling party’s flagship newspaper called for Apple to further ease App Store restrictions and fix “monopolistic” practices. The frank editorial underscored how Apple, which has clashed with Tencent Holdings Ltd. and ByteDance Ltd. over its iOS App Store policies, may continue to face pressure from Beijing. Apple launched the App Store in China in 2010, and the platform is subject to heavier restrictions than the US version. Apple is more prone to remove certain apps at Beijing’s behest, pulling Meta Platforms Inc.’s WhatsApp in 2024. It’s also under pressure to open up its platform to facilitate third-party payments and external links for digital purchases. In 2024, the company agreed to open up its mobile wallet technology to other providers free of charge for a decade in Europe, via a settlement that ended an investigation. In China, the antitrust watchdog has been examining the company’s policies in taking a cut on in-app spending and barring external payment services and stores, Bloomberg N...

The US energy transition has hit an inflection point. Electricity generation reached a 20-year high last year, as renewables and energy storage accounted for 90% of new capacity additions. Energy-transition investment reached a record $378 billion, and more electric vehicles were sold than ever before. Yet all these headline figures occurred as federal policy support for clean technologies was scaled back. So what do the numbers really reveal about the state of the US energy transition, and how

Samsung Electronics and AMD have deepened their long-standing partnership with a new agreement focused on artificial intelligence infrastructure, as global demand for high-performance data centre systems accelerates. The memorandum of understanding was signed at Samsung’s semiconductor campus in Pyeongtaek, South Korea, during a visit by AMD chief executive Lisa Su, alongside Samsung Electronics vice-chairman and chief executive Young Hyun Jun. The deal reflects a broader industry shift, where chipmakers are moving closer together to address bottlenecks in AI computing, particularly around memory speed, power efficiency, and system integration. Why memory is becoming the AI bottleneck The agreement centres on tighter coordination between memory and computing technologies. Samsung is expected to supply its next-generation high-bandwidth memory, HBM4, for AMD’s upcoming Instinct MI455X AI accelerator. It will also develop DDR5 memory tailored for AMD’s sixth-generation EPYC processors, codenamed Venice. As AI models grow larger, memory bandwidth and efficiency have become critical constraints. Advanced AI workloads require systems where GPUs, CPUs, and memory operate seamlessly together. This collaboration aims to improve both training and inference performance in next-generation data centres. Samsung’s HBM4 is designed to reach speeds of up to 13 gigabits per second and deliver bandwidth of up to 3.3 terabytes per second. The memory is built on a sixth-generation 10-nanometre-class DRAM process with a 4nm logic base die and is entering mass production. How the chips will power next-gen systems AMD’s Instinct MI455X GPU, expected to incorporate Samsung’s HBM4, is being positioned for large-scale AI workloads. It will be part of AMD’s Helios rack-scale architecture, which integrates compute, memory, and networking at the system level. The companies are focusing on full-stack integration, combining AMD Instinct GPUs, EPYC CPUs, and advanced memory into unified platforms...

美國加州提前迎來熱浪，三藩市周二錄得攝氏32.2度，是近20年來最熱三月。 美國三藩市，受罕見的「春季熱浪」侵襲，不少居民把握機會，享受陽光與海灘。 三藩市居民傑西卡說︰「通常三月不會這麼溫暖，所以這是個不錯的驚喜，我走出冬日憂鬱，但困難的是我們家裡沒有冷氣。」 三藩市春天通常陰雨多霧，但周二錄得攝氏32.2度，是近20年來三月單日最高，好天氣反而令遊客失了預算。 得州遊客托馬斯表示︰「我之前來過這裡，非常冷，所以我的背包塞滿了，以防萬一裝了件毛衣，但這(天氣)確實很宜人。」 美國國家氣象局，周一起對灣區發布高溫警報，形容是一場「馬拉松式」熱浪，將持續至周五，期間多個城市氣溫，將升至攝氏32度以上。鳳凰城預料本周最高氣溫，將達到攝氏37.7度。拉斯維加斯、洛杉磯等地，亦有機會出現破紀錄的三月高溫。 氣象局指今次熱浪主要成因，是一股強烈高壓系統，長期集聚在美國西部，形成「熱穹頂」效應，即好像鍋蓋一樣困住熱空氣，令氣溫持續升高。預料隨著高壓系統逐漸移動，下周初有望恢復正常氣溫。

当地时间3月18日，土耳其国防部宣布，为加强领空安全，北约将从德国增调一套“爱国者”防空导弹系统，部署至土耳其南部因吉尔利克空军基地。目前，该地区已有西班牙部署的一套同类型系统在役。本月早些时候，因吉尔利克空军基地曾响起防空警报。土耳其国防部随后证实，一枚从伊朗方向发射的弹道导弹在进入土领空后，被部署在东地中海的北约防空及导弹防御系统拦截并摧毁。这是10天内第三枚从伊朗方向发射、进入土耳其领空的弹道导弹。但伊朗方面均予以否认，并提议成立联合委员会展开调查。（央视新闻）

San Luis Wealth Advisors LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 132,032 shares of the computer hardware maker's stock after buying an additional 11,080 shares during the quarter. NVIDIA accounts for about 4.3% of San Luis Wealth Advisors LLC's holdings, making the stock its 4th biggest holding. San Luis Wealth Advisors LLC's holdings in NVIDIA were worth $24,635,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up Several other large investors have also bought and sold shares of the business. Raab & Moskowitz Asset Management LLC grew its position in NVIDIA by 10.5% in the third quarter. Raab & Moskowitz Asset Management LLC now owns 4,593 shares of the computer hardware maker's stock valued at $857,000 after acquiring an additional 436 shares during the last quarter. Dorsey Wright & Associates lifted its holdings in shares of NVIDIA by 3.0% in the third quarter. Dorsey Wright & Associates now owns 91,147 shares of the computer hardware maker's stock worth $17,006,000 after acquiring an additional 2,673 shares during the last quarter. Fulcrum Asset Management LLP lifted its holdings in shares of NVIDIA by 0.7% in the third quarter. Fulcrum Asset Management LLP now owns 95,431 shares of the computer hardware maker's stock worth $17,806,000 after acquiring an additional 686 shares during the last quarter. Reliant Wealth Planning boosted its stake in shares of NVIDIA by 30.9% in the 3rd quarter. Reliant Wealth Planning now owns 2,941 shares of the computer hardware maker's stock valued at $549,000 after purchasing an additional 695 shares in the last quarter. Finally, Vertex Planning Partners LLC boosted its stake in shares of NVIDIA by 21.5% in the 3rd quarter. Vertex Planning Partners LLC now owns 9,956 shares of the computer hardware maker's stock valued at $1,858,000 afte...

警方繼續在全港各區，打擊不專注駕駛及行人違規過馬路。 在觀塘協和街及月華街交界，不少長者都「衝燈尾」，即將轉「紅公仔」之際過馬路，即使成功過馬路，隨即被駐守在兩旁的警員叫停，當場收傳票。 警方昨日起一連兩周，打擊行人亂過馬路及不專注駕駛，違者不作警告、立即發告票。 警方指去年有96人，在致命交通意外中死亡，其中52人，即超過一半是行人，按年升兩成四。呼籲駕駛者時刻保持專注，遵守交通規例，市民過路時不應衝燈，「攝車罅」及忽視汽車盲點。

San Luis Wealth Advisors LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,621 shares of the software giant's stock after acquiring an additional 2,724 shares during the quarter. Microsoft accounts for 2.4% of San Luis Wealth Advisors LLC's portfolio, making the stock its 9th biggest holding. San Luis Wealth Advisors LLC's holdings in Microsoft were worth $13,788,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. WFA Asset Management Corp lifted its position in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96...

San Luis Wealth Advisors LLC lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 12.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,763 shares of the social networking company's stock after selling 1,278 shares during the quarter. Meta Platforms accounts for about 1.1% of San Luis Wealth Advisors LLC's holdings, making the stock its 26th largest position. San Luis Wealth Advisors LLC's holdings in Meta Platforms were worth $6,435,000 at the end of the most recent reporting period. Get Meta Platforms alerts: Sign Up Several other hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in Meta Platforms during the 2nd quarter valued at $23,155,393,000. Laurel Wealth Advisors LLC boosted its position in shares of Meta Platforms by 73,443.1% in the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock worth $6,212,506,000 after buying an additional 8,405,558 shares during the period. State Street Corp boosted its position in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after buying an additional 1,650,435 shares during the period. Vanguard Group Inc. grew its holdings in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock valued at $142,149,566,000 after buying an additional 1,532,568 shares in the last quarter. Finally, Concentrum Wealth Management grew its holdings in shares of Meta Platforms by 948.7% during the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after buying an additional 1,124,998 shares in the last quarter. Hedge funds and other ins...

圖解丨南下資金淨買入阿里和小米，淨賣出中芯國際 AASTOCKS.com

圖解丨南下資金淨買入阿里和小米，淨賣出中芯國際財經新聞Financial News AASTOCKS.com

圖解丨南下資金淨買入阿里和小米，淨賣出中芯國際 aastocks.com

圖解丨南下資金淨買入阿里和小米，淨賣出中芯國際財經新聞Financial News aastocks.com

港股反覆向好，連升三日，收市重上兩萬六關口。 大市早段缺乏方向。午後資金追逐人工智能概念股，指數一度突破26,100點關口。收市上升156點，報26,025點，全日成交2,403億元。 胤源世創家族辦公室(香港)第一副總裁黃偉豪說：「比兩、三星期前戰事開始一刻。明顯穩定了些。只是戰事不是十分明朗之下。現階段港股突破比較難些。短期阻力都是100天線。26,200點水平。真的要突破才可上望更高位置。反而下方較大支持位都是25,000點。現時250天線位置。」 阿里雲因應人工智能需求爆發，算力及存儲產品等服務加價。阿里巴巴上升百分之2。 資金追捧數據中心、大模型等人工智能概念股份，MiniMax曾經高見1,330元，創上市新高。金山雲升一成八。 滙控升百分之2，有份支撐大市。 中通快遞公布業績後有支持，上升百分之7，是表現最好的藍籌。 被大行降目標價的騰訊音樂，下跌兩成一。 吉利去年多賺不足百分之1。股價跌百分之3。 其他汽車股亦受壓。被大行調低盈利預測的理想汽車，下跌百分之6。

港股反覆向好，連升三日，收市重上兩萬六關口。 大市早段缺乏方向。午後資金追逐人工智能概念股，指數一度突破26,100點關口。收市上升156點，報26,025點，全日成交2,403億元。 胤源世創家族辦公室(香港)第一副總裁黃偉豪說：「比兩、三星期前戰事開始一刻。明顯穩定了些。只是戰事不是十分明朗之下。現階段港股突破比較難些。短期阻力都是100天線。26,200點水平。真的要突破才可上望更高位置。反而下方較大支持位都是25,000點。現時250天線位置。」 阿里雲因應人工智能需求爆發，算力及存儲產品等服務加價。阿里巴巴上升百分之2。 資金追捧數據中心、大模型等人工智能概念股份，MiniMax曾經高見1,330元，創上市新高。金山雲升一成八。 滙控升百分之2，有份支撐大市。 中通快遞公布業績後有支持，上升百分之7，是表現最好的藍籌。 被大行降目標價的騰訊音樂，下跌兩成一。 吉利去年多賺不足百分之1。股價跌百分之3。 其他汽車股亦受壓。被大行調低盈利預測的理想汽車，下跌百分之6。