BalkansCat/iStock via Getty Images This monthly article series offers a top-down analysis of the industrial sector based on value, quality, and momentum metrics. It may also help analyze sector ETFs such as Industrial Select Sector SPDR ETF ( XLI ) and its peers, whose holdings are used to calculate these metrics. This article offers a closer view of a factor-based fund: Invesco Dorsey Wright Industrials Momentum ETF ( PRN ). Shortcut The next two paragraphs in italics describe the dashboard methodology. They are necessary for new readers to understand the metrics. If you are used to this series or if you are short of time, you can skip them and go to the charts. Base Metrics I calculate the median value of five fundamental ratios for each subsector : Earnings Yield ("EY"), Sales Yield ("SY"), Free Cash Flow Yield ("FY"), Return on Equity ("ROE"), and Gross Margin ("GM"). The reference universe includes large companies in the U.S. stock market. The five base metrics are calculated on the trailing 12 months. For all of them, higher is better. EY, SY, and FY are medians of the inverse of Price/Earnings, Price/Sales, and Price/Free Cash Flow. They are better for statistical studies than price-to-something ratios, which are unusable or unavailable when the "something" is close to zero or negative (for example, companies with negative earnings). I also look at two momentum metrics for each group: the median monthly return (RetM) and the median annual return (RetY). I prefer medians to averages because a median splits a set into a good half and a bad half. A capital-weighted average is skewed by extreme values and the largest companies. My metrics are designed for stock-picking rather than index investing. Value And Quality Scores I calculate historical baselines for all metrics. They are noted respectively as EYh, SYh, FYh, ROEh, and GMh, and they are calculated as the averages on a look-back period of 11 years. For example, the value of EYh for transportation in the tab...

NEW YORK, March 17, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, today announced that, as part of its capital allocation program, it has entered into an accelerated share repurchase agreement (the “ASR”) with Morgan Stanley & Co. LLC to repurchase $125 million of the company’s common stock. Chairman and Chief Executive Officer Rohit Kapoor said, “EXL’s recognized industry expertise and leadership in embedding AI in our clients’ businesses are resonating strongly with the market and fueling our growth with new and existing clients. This ASR, a part of our recently authorized $500 million common stock repurchase program, represents confidence in our ability to continue our growth trajectory and generate significant free cash flow.” Under the ASR, the company will pay an aggregate amount of $125 million to Morgan Stanley for an initial number of shares of the company’s common stock at the beginning of the transaction. The company plans to fund the repurchase with available cash on hand and/or borrowing from its credit facility. The ultimate number of shares of common stock that the company will repurchase under the ASR Agreement will be based on the average of the daily volume-weighted average prices of the common stock during the term of the ASR, less a discount and subject to adjustments pursuant to the terms and conditions of the ASR. About ExlService Holdings, Inc. EXL (NASDAQ: EXLS) is a global data and artificial intelligence ("AI") company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world’s leading corporations in industries including insurance, healthcare and life sciences, banking and capital markets, retail, communications and media, and energy and infrastructure, among others. EXL was founded in 1999 with the core values of innovation, collaboration...

Aeva announced CityOS, an AI-powered Intelligent Transportation Systems (ITS) platform for real-time traffic intelligence. New Platform Combines 4D LiDAR Sensors and Edge AI to Improve the Safety and Efficiency of Urban Infrastructure MOUNTAIN VIEW, Calif., March 17, 2026--(BUSINESS WIRE)--Aeva® (Nasdaq: AEVA), a leader in next-generation sensing and perception systems, today announced the introduction of Aeva CityOS™, an AI-powered Intelligent Transportation Systems (ITS) platform for real-time traffic intelligence built on NVIDIA’s AGX Orin. The platform digitizes intersections and roadways to improve safety, efficiency, and data-driven transportation planning in cities worldwide. CityOS represents a fundamental shift in how cities perceive and manage mobility by combining automotive-grade 4D LiDAR sensors with edge AI processing and market-leading perception and analytics software in collaboration with industry leaders including NVIDIA. It transforms static infrastructure into intelligent, continuously aware systems capable of understanding not just where objects are but how they move and interact. With CityOS, transportation agencies can now deploy intelligent infrastructure that delivers continuous, high-resolution perception of vehicles, pedestrians, cyclists, and other road users—enabling safer streets, smarter signal timing, and data-driven urban planning. "As cities confront rising congestion, Vision Zero goals, and increasing multimodal complexity, the need for precise, real-time infrastructure intelligence has never been greater," said Eric Gannaway, Director of Business Development for ITS at Aeva. "By combining 4D LiDAR sensors with edge AI, CityOS enables cities to understand movement with precision, detect and remove risk before accidents occur, and optimize traffic flow in real time." From Passive Sensors to Comprehensive Intelligent Transportation Systems Traditional intelligent transportation systems rely on cameras, radar, or inductive loop sensor...

WINNIPEG, MB, March 17, 2026 /CNW/ - Boyd Group Services Inc. (TSX: BYD) (NYSE: BGSI) today announced a cash dividend for the first quarter of 2026 of C$0.156 per common share. The dividend will be payable on April 28, 2026 to common shareholders of record at the close of business on March 31, 2026. Shareholders who are non-residents of Canada will be subject to withholding taxes in respect of any dividends made by Boyd Group Services Inc. ON BEHALF OF THE BOARD OF DIRECTORS of Boyd Group Services Inc. Mr. Brian Kaner, President & CEO About Boyd Group Services Inc. Boyd Group Services Inc. ("BGSI") is a Canadian corporation and controls The Boyd Group Inc. and its subsidiaries. BGSI shares trade on the Toronto Stock Exchange under the symbol BYD and on the New York Stock Exchange under the symbol BGSI. About The Boyd Group Inc. The Boyd Group Inc. ("Boyd") is one of the largest operators of non-franchised collision repair centres in North America in terms of number of locations and sales. Boyd operates locations in Canada under the trade names Boyd Autobody & Glass and Assured Automotive as well as in the U.S. under the trade name Gerber Collision & Glass. In addition, Boyd is a major retail auto glass operator in the U.S. with operations under the trade names Gerber Collision & Glass, Glass America, Auto Glass Service, Auto Glass Authority and Autoglassonly.com. Boyd also operates a third-party administrator, Gerber National Claims Services, that offers glass, emergency roadside and first notice of loss services. Boyd also operates a Mobile Auto Solutions ("MAS") service that offers scanning and calibration services. Caution concerning forward-looking information Statements made in this press release constitute "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian and United States securities laws, including the United States Private Securities Litigation Reform Act of 1995 (collectively, "forward-looking informati...

Onex Corp. made a big bet on an insurance startup, and it didn’t take long for the losses to mount. First there was the pandemic, then a deep freeze in Texas. In 2022, Hurricane Ian ripped across the Caribbean and Florida en route to becoming one of the costliest storms on record. The investment, Convex Group , was “seeing nothing but essentially money going out the door,” said Paul Brand, the insurer’s chief executive officer. But Brand, who has been underwriting risk for more than three decades, knew that disasters and bad luck tend to run in cycles. After its bumpy start, Convex has turned highly profitable in recent years — and now Onex is doubling down. Last month, the Toronto-based alternative investment firm completed a deal that will give it long-term control of Convex, partially funded by American International Group Inc. , which will become one of Onex’s largest shareholders. It’s the most radical move yet for Bobby Le Blanc since he took over as Onex CEO in May 2023, as he seeks to lead one of Canada’s oldest private equity firms out of the wilderness. With the Convex acquisition, he’s channeling Warren Buffett — who put insurance at the heart of the $1 trillion conglomerate Berkshire Hathaway Inc. The strategy also shares some similarities with Apollo Global Management Inc. and KKR & Co. , which both built out insurance divisions to capture a slice of the steady capital that business offers. Onex has been a long-term laggard for shareholders, underperforming larger rivals such as Brookfield Corp. , Blackstone Inc. and KKR. There are a number of reasons for that, including a weak patch of returns in its flagship private equity group, Onex Partners, which hasn’t raised a major new fund since 2017. One signal of how the market views Onex: It had about C$170 a share worth of its own investments at the end of December, no debt — and yet the stock lingers just below C$100. The roster of sell-side analysts covering the stock has dwindled to just three. So Le Bl...

Celulosa Arauco y Constitucion SA’s gamble on building the world’s largest pulp mill in the face of an industry downturn is set to pay off, according to the Chilean company’s chief financial officer. The world’s third-largest pulp producer is budgeting a record investment of more than $3 billion this year and about $2 billion next year, CFO Gianfranco Truffello said in an interview Monday. Most of that will go toward completing the Sucuriú plant in Brazil. Ahead of the plant’s ramp up in 2028, Truffello is counting on credit-rating firms to look past the leap in borrowing and concentrate on the subsequent jump in output that will push Arauco’s share of the open hardwood pulp market to about 10%. And should pulp prices disappoint in the meantime, Arauco has options to maintain its investment grade, including selling assets and support from its deep-pocketed parent Empresas Copec SA , controlled by the billionaire Angelini family. “We have a toolkit of contingency measures that we can implement if needed,” Truffello said. “The project is progressing on time and on budget, and we have tools to keep leverage under control.” The $4.6 billion Sucuriú project in the Brazilian state of Mato Grosso do Sul pushed Arauco to almost double its net debt to 5.15 times earnings before interest, taxes, depreciation and amortization last year. As the company burned cash, Standard & Poor’s Global Ratings placed Arauco on negative watch in November, the first step to a potential one-notch downgrade to junk. Fallen Angel The fight to avoid fallen angel status before the plant boosts revenue is playing out as pulp prices remain subdued amid uncertainty over whether Chinese paper makers can raise their own prices enough to maintain margins. “Their capital structure wasn’t so solid when they started the project and they’re worse off now than we projected initially given the industry situation,” said Rodolfo Schmauk , an analyst at Fitch. “If they remain, for a longer period, leveraged abov...

Mauritius is controlling spending to offset the fiscal impact of the UK announcing it won’t implement a treaty handing the Chagos Islands to Mauritius without the support of the US. The Indian Ocean island nation included 10 billion rupees ($214.5 million) in revenue for its budget through June 2026 on the basis of the deal, which was subsequently thrown into doubt after US President Donald Trump voiced his opposition. Prime Minister Navinchandra Ramgoolam told lawmakers on Tuesday that the government has tightened spending controls and is re-prioritizing capital projects to soften the fallout. Read More: UK Says It Won’t Proceed With Chagos Deal Without Trump Blessing “Other things being equal, the budget deficit will increase by the same amount, equivalent to 1.3%” of gross domestic product, he said. “This will in turn lead to an increase in public sector debt by the same percentage.” Britain struck the agreement with Mauritius in May, ceding sovereignty over the archipelago while retaining control through a 99-year lease of the island of Diego Garcia and its UK-US military base. The UK secured an endorsement from the US but Trump pivoted last month, calling the handover a “big mistake.” With legislation on the treaty working its way through Britain’s Parliament, the deal has yet to be implemented.

Rhythm Pharmaceuticals ( RYTM ) fell ~3% in the premarket on Tuesday after the company announced that its lead candidate, setmelanotide, failed to reach the main goal in a late-stage clinical study for certain rare forms of obesity. Based on topline data, the Boston, Massachusetts-based biotech said that its EMANATE trial didn’t meet the primary endpoint related to the average 52-week percentage change in body mass index in the modified intent-to-treat (ITT) population. The placebo-controlled trial comprising four independent genetic substudies was designed to evaluate setmelanotide in patients with rare genetics-linked obesities of the MC4R pathway. Setmelanotide, currently available in the U.S. as Imcivree for several other obesity-related rare disorders, didn’t indicate any new safety signals in EMANATE, according to Rhythm ( RYTM ). Citing further analysis, the company stated there were statistically significant and clinically meaningful BMI reductions in sub-studies for patients with obesity due to a heterozygous (Hets) variant of the POMC/PCSK1 gene and the SRC1 (NCOA1) gene at Week 52. “While we are disappointed the EMANATE substudies did not meet their primary endpoint, we are encouraged by compelling signals from additional analyses of the heterozygous POMC/PCSK1 and SRC1 substudies,” CEO David Meeker noted. More on Rhythm Pharmaceuticals Rhythm Pharmaceuticals, Inc. (RYTM) Discusses Topline Results and Insights from Phase 3 EMANATE Trial - Slideshow Rhythm Pharmaceuticals, Inc. (RYTM) Discusses Topline Results and Insights from Phase 3 EMANATE Trial Transcript Rhythm Pharmaceuticals: Rare Genetic Obesity Player With Upcoming PDUFA Rhythm anticipates $385M–$415M in 2026 non-GAAP operating expenses as HO launch preparations accelerate Rhythm Pharmaceuticals GAAP EPS of -$0.73 beats by $0.07, revenue of $57.3M beats by $1.09M

中复神鹰（688295）股票交易异常波动暨严重异常波动公告，经公司自查，近日多家媒体报道公司推出SYT80(T1200级)碳纤维（885650）新品，实现SYT80碳纤维（885650）的百吨级制备。本次发布的新产品虽已开始市场推广和应用评价，但该产品作为原材料要实现大规模销售，市场推广和应用评价等环节的周期（883436）可能较长，存在客户认证进度及未来销售价格波动等不确定性。本次新产品发布短期内不会对公司经营业绩产生重大影响。

ismagilov/iStock via Getty Images Germany intends to encourage investments in data centers to at least double the local capacity and ​strengthen AI data processing at least ‌fourfold by 2030, Reuters reported, citing the German government. Karsten Wildberger, German federal minister for digital transformation and government modernisation, proposed several measures, including dedicating land for development, ⁠that ministers are due to approve on Wednesday, the report added . Under ​the plan, municipal business taxes will go to the ​town or city that attracts the new center and no longer to where the company is headquartered. Regulatory evaluations are expected to be accelerated, ​and collaboration between the different companies in the AI ​supply chain will be encouraged, according to the report. "We welcome investment from third countries," said ⁠a document by the digital ministry. However, the measures mainly target European and German companies. Amazon ( AMZN ), Microsoft ( MSFT ), and Alphabet's ( GOOG ) ( GOOGL ) Google, are among the biggest spenders on German data ​infrastructure, the report noted. German companies include ​Deutsche Telekom and Schwarz Group. AI data centers in Germany had a total capacity of 530 MW at ​the end of 2025, much of ​that ⁠operated by non-German providers, according to figures from German lobby group Bitkom, the report added. European countries are seeking more sovereign ⁠control ​over AI infrastructure because of a ​rise in tariffs, armed conflicts, and diverging online content regulation, the report added. More on tech stocks Microsoft Is On Sale: 5 Reasons To Buy Now Microsoft: Macrohard, Competition, And War-Related Fears (Rating Downgrade) Amazon Is Paying Today For Margins Tomorrow Big tech carbon credit buys soar as AI race heats up, led by Microsoft OpenAI enters talks with private equity firms to form enterprise AI joint venture: report

Brighton should have been awarded a penalty in their 1-0 loss at home to Arsenal on 4 March, the Premier League's Key Match Incidents (KMI) Panel has said. The Seagulls were trailing to Bukayo Saka's ninth-minute goal when they pushed forward in the third minute of first-half stoppage time. After a cross was delivered from the left, Brighton midfielder Mats Wieffer tried to run into the box towards the flight of the ball but was hauled to the ground by Gabriel Martinelli. Referee Chris Kavanagh allowed play to continue and it was cleared by the video assistant referee (VAR), Michael Salisbury. Fabian Hurzeler complained to fourth official David Webb and the Brighton boss ended up exchanging words with Mikel Arteta on the touchline. The Premier League Match Centre wrote on X that the VAR "deemed there was no clear and obvious error". But the KMI Panel voted 4:1 that a spot-kick should have been awarded on the field, and 3:2 that it was a missed VAR intervention. The ruling said: "Martinelli is not looking at the ball, holds Weiffer into the area and prevents the Brighton player from challenging for the ball." It is the second time this season Arsenal have escaped a VAR penalty in an away game they have won 1-0. In December, Everton should have been awarded a penalty for William Saliba's challenge on Thierno Barry. The VAR was Michael Salisbury for that match, too. There have now been 18 VAR errors logged this season, matching the total for the entire 2024-25 campaign. From this same gameweek, Leeds United should have been given a penalty in their 1-0 loss at home to Sunderland for Luke O'Nien's holding offence on Pascal Struijk. The Gunners have had no VAR mistakes against them.

Fuel prices for UK drivers hit their highest level in over 18 months after a second week of sharply rising costs in response to the conflict in the Middle East. Unleaded petrol was up 4.6 pence (6.1 cents) per liter to an average of 140.28 pence on Monday compared to a week earlier, the highest level since August 2024, and the largest weekly increase since the energy market turmoil in 2022, government data showed. Diesel prices were up almost 10 pence per liter to 158.78 pence, the highest since late 2023. The figures lay bare how an inflationary hit from the US and Israeli war with Iran is already filtering through to UK consumers. Prices on the forecourt have surged after Brent crude rocketed above $100 per barrel as Iran disrupted trade through the Strait of Hormuz and dragged more oil-producing countries into the conflict. UK ministers have ramped up pressure on petrol retailers and energy suppliers to show restraint on prices rises. Chancellor of the Exchequer Rachel Reeves has written to the UK’s competition watchdog to put it on “high alert for unjustifiable prices rises on petrol, diesel and heating oil.” Britain’s finance minister has also come under increasing domestic pressure to reverse plans to hike fuel duty in September. While economists believe the size of any inflation resurgence depends on the length of the disruption, the UK government has already announced some support for low-income families who heat their homes with oil. The bulk of British homes are shielded for now by a price cap that will see domestic energy bills fall in April and remain there for three months, before the cap is revised.

Analysts have been eager to weigh in on the Technology sector with new ratings on The Descartes Systems Group (DSGX – Research Report), SentinelOne (S – Research Report) and Palantir Technologies (PLTR – Research Report). The Descartes Systems Group (DSGX) In a report released today, Drew Mcreynolds from RBC Capital maintained a Buy rating on The Descartes Systems Group, with a price target of $126.00. The company’s shares closed last Friday at $72.46. According to TipRanks.com, Mcreynolds is a 4-star analyst with an average return of 3.3% and a 52.6% success rate. Mcreynolds covers the NA sector, focusing on stocks such as Cogeco Communications, Rogers Communication, and WildBrain. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for The Descartes Systems Group with a $103.67 average price target, representing a 44.0% upside. In a report issued on March 13, TipRanks – DeepSeek also upgraded the stock to Buy with a C$109.00 price target. See today’s best-performing stocks on TipRanks >> SentinelOne (S) Citi analyst Fatima Boolani maintained a Hold rating on SentinelOne today and set a price target of $17.00. The company’s shares closed last Friday at $14.52, close to its 52-week low of $14.33. According to TipRanks.com, Boolani is a 5-star analyst with an average return of 12.5% and a 56.6% success rate. Boolani covers the Technology sector, focusing on stocks such as Rubrik, Inc. Class A, CrowdStrike Holdings, and Palo Alto Networks. ;'> SentinelOne has an analyst consensus of Moderate Buy, with a price target consensus of $17.76, implying a 31.6% upside from current levels. In a report issued on March 5, D.A. Davidson also maintained a Hold rating on the stock with a $14.00 price target. Palantir Technologies (PLTR) Citi analyst Tyler Radke maintained a Buy rating on Palantir Technologies on March 13 and set a price target of $260.00. The company’s shares closed last Friday at $150.95. According to TipRanks.com, Radke is a 3-st...

吉利汽车（HK0175）集团在英伟达（NVDA）GTC2026大会上发布了超级Eva——首个打通智能座舱（886059）、智能辅助驾驶、数字生态的超级智能体，并宣布极氪8X将首发搭载。这是国内首个实现类“Grok上车Tesla”般原生AI体验的量产车型。核心驱动大脑来自于阶跃星辰自研的Step3.5Flash基座模型。该模型专为Agent场景设计，单请求代码类任务下推理速度最高达350TPS。自3月开源后，迅速登上全球知名开源项目OpenClaw(网友称其为“小龙虾”)的调用量月榜第一。(科创板日报)

据知情人士透露，日本政府将寻求采购阿拉斯加生产的石油。 在即将举行的美日峰会上，日本首相高市早苗将提出多元化石油来源的要求。 日本考虑投资石油设施，作为与美国达成的5500亿美元投资协议的部分项目。 另据报道，官员称高市早苗将告诉美国总统特朗普，日本将增加进口美国石油。 责任编辑：刘明亮

金银河（300619）公告，广州海汇财富创业投资企业(有限合伙)现持有公司1614.46万股，占9.28%，拟自本减持计划（883921）公告之日起15个交易日后的3个月内(2026年4月8日至2026年7月7日)，通过集中竞价或大宗交易方式减持不超过750万股，占4.31%，减持原因系自身资金需求，所减持股份来源为首次公开发行前持股，减持价格将依据届时市场价格确定。

cacio murilo de vasconcelos/iStock via Getty Images A U.S.-imposed blockade has prevented Cuba from receiving oil shipments for months, leading the nation to implement severe energy rationing. Buckling under the pressure, the entire Cuban electric grid collapsed on Monday, cutting electricity to 10M people. While the country has been used to power outages, some of which last several days due to aging infrastructure, things are looking different this time around. Quote: "You know, all my life I’ve been hearing about United States and Cuba. When will the United States have the honor of taking Cuba? That's a big honor. Taking Cuba in some form," President Trump told reporters. "I mean, whether I free it, take it. Think I can do anything I want with it. You want to know the truth. They are a very weakened nation right now. They were for a long time." Given the escalating economic crisis and U.S. pressure, Cuba's Deputy Prime Minister announced yesterday that the government would allow Cuban exiles to invest in and own businesses on the island. There are also reports of riots at government offices, like in the city of Morón, as well as nightly cacerolazos (banging pots and pans) to protest the current situation. Meanwhile, food distribution and garbage collection have been disrupted, while hospitals and transport networks have slashed their services. International carriers, like American Airlines ( AAL ), Delta ( DAL ) and Southwest ( LUV ), also recently cut flights to the Caribbean island. What's next? The prime focus is removing President Miguel Díaz-Canel from power before any sanctions are lifted - in a playbook reminiscent of the ousting of Venezuelan leader Nicolás Maduro. That could enable a transition council appointed on U.S. terms, which might involve military or Castro family figures willing to help pivot the country to a market economy or legalize opposition parties. Any transition won't be a simple task, but it's part of the emerging "Donroe Doctrine," whic...

An ex google dev vibe coded a Palantir-like surveillance clone in 2 hours fanaticalfuturist.com

大公司： 西门子与Rittal达成数据中心能源基础设施战略合作伙伴关系 西门子和Rittal已建立战略合作伙伴关系，共同开发面向未来的产品，为数据中心更高效的电力分发提供可持续解决方案。（财联社） 腾讯音乐：2025年全年总收入329亿元，同比增长15.8% 36氪获悉，腾讯音乐发布截至2025年12月31日止第四季度及全年的未经审计财务业绩。腾讯音乐第四季度总收入86.4亿元，同比增长15.9%，调整后净利润25.8亿元，同比增长7.6%；全年总收入329亿元，同比增长15.8%，调整后净利润99.2亿元，同比增长22.0%。全年在线音乐订阅收入同比增长16.0%至176.6亿元，全年在线音乐非订阅收入同比增长39.2%至90.7亿元。与此同时，腾讯音乐宣布将派发约3.68亿美元（约合人民币25.76亿元）的年度现金股息。 香港航空再次大幅上调国际航线燃油附加费，东航南航跟进 为应对燃油价格上涨，在3月12日上调燃油附加费后，香港航空今日发通知，将于18日再次上调燃油附加费：由中国香港飞往中国大陆的燃油附加费保持190港元不变；由中国香港飞往亚洲的短途航班由212港元增加至290港元；飞往欧美、非洲、中东地区的长途航班由739港元增加到1164港元。目前东航和南航也已向部分代理发通知，国际航线燃油附加费会有调整，如需出票可尽快安排。（第一财经） 字节原计划推出的一代豆包AI眼镜或不会上市 据媒体报道，从供应链人士获悉，当前字节豆包AI眼镜项目的生产计划已整体延后，原计划推出的一代产品大概率不会上市。至于具体的时间表调整，一位知情人士表示：未来大概率还会有豆包AI眼镜，毕竟高通AR1芯片已经采购。“但项目可能需要等到一个更明确的产业拐点——当行业能够拿出真正差异化、有市场说服力、让用户感到耳目一新的产品时，新一代产品才会真正启动。”知情人士称，公司内部对AI硬件产品的评估标准十分严格，尤其在“差异化”方面具有不可妥协的要求，此次也是因与市面上产品差异化不强，因此整个生产计划被延后。（财联社） 三菱电机正在就接受富士康对其汽车零部件业务的投资进行谈判 三菱电机正在就接受富士康对其汽车零部件业务的投资进行谈判。（新浪财经） SK会长：将力求稳定芯片价格，考虑海力士在美上市 韩国SK集团会长崔泰源16日在美国圣何塞接受记者采访时表示，全球存储芯片短缺现象可能持续至2030...

The arrangement will see Nebius provide $12bn worth of dedicated capacity across several locations. Credit: bella1105/Shutterstock.com. Dutch AI infrastructure company Nebius Group has entered into a long-term agreement with Meta to supply AI infrastructure, with the deal valued at up to $27bn. The arrangement will see Nebius provide $12bn worth of dedicated capacity across several locations, utilising one of the earliest large-scale deployments of Nvidia’s Vera Rubin platform. The company plans to begin delivering this capacity in early 2027. In addition, Meta has pledged to purchase further compute power from upcoming Nebius clusters, potentially bringing the total value of its commitment to $15bn over five years. Nebius intends to sell available capacity to third-party clients in its AI cloud business, with any remaining resources allocated for Meta’s use. The partnership comes as Nebius reports continued expansion in AI cloud operations and maintains its 2026 financial guidance unchanged. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Nebius founder and CEO Arkady Volozh said: “We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver.” In a separate development announced in March 2026, Nvidia revealed a $2bn investment in Nebius to support the expansion of AI cloud services targeted at both startups and enterprises. This collaboration is set to deliver next-generation hyperscale cloud offerings for AI workloads. Under the Nvidia partnership, Nebius will deploy more than 5 gigawatts (GW) of AI compute globally by 2030, including several large data centres in the US. The cooperation includes access to early...

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财联社3月17日讯（记者 王晨） 在经历过2025年IPO全球夺冠的高光时刻后，香港资本市场在2026年正式进入了“还债期”。 Wind数据显示，2026年港股待解禁限售股市值合计约1.7万亿港元，较2025年全年0.6万亿港元的解禁规模大幅增长近三倍，创下近年来年度解禁峰值。这一量级相当于港股日均成交额的六到七倍，将对市场流动性、个股定价与投资者行为形成持续考验。 解禁潮是港股IPO爆发的滞后映射，2025年港股凭借119家新股上市、近2900亿港元的募资额重回全球IPO集资榜首，同比大幅增长225.9%，大批科技制造、 生物医药 、 数字经济 领域的龙头企业集中登陆主板，基石投资者、控股股东及Pre-IPO机构纷纷抢筹。 券商预计2026年IPO热度延续，仅前两个月募资规模已达892亿港元，同时排队上市企业数量已超过380家，其中逾110家为A股公司。 根据港交所规则，基石投资者的锁定期通常为6个月，而控股股东及主要股东的锁定期多为6至12个月。这意味着，2025年上半年密集上市的优质资产，限售股将在2026年一季度至二季度集中释放；而下半年上市的巨无霸们，则构成了三四季度的解禁主力。 全年高压、9月峰值，科技消费成解禁主力 浦银国际研报指出，2026年全年有6个月的月度解禁规模超过1000亿港元。其中，9月将成为全年的“风暴眼”，单月解禁市值预计高达5309亿港元，占全年总量的32.6%。这一单月规模甚至超过了2025年大半个月的IPO募资总和。如此密集的筹码释放，在港股历史上极为罕见。 上半年解禁压力同样不低，3-4月迎来信息技术、生物医药板块密集解禁，单月规模均超千亿港元，与下半年9月高峰形成双峰承压。 解禁主体以IPO前投资者、基石投资者、控股股东为主。其中，基石投资者6个月锁定期集中到期，构成短期抛压主力；控股股东与Pre-IPO投资者持股成本更低，解禁后减持意愿更具不确定性。 从板块看，信息技术、可选消费、 医疗健康 为解禁三大核心领域，占比超六成，叠加部分金融、资源龙头大额解禁，成长股与权重股均面临流通盘扩容压力。个股层面，多家头部公司解禁市值超千亿港元，部分企业解禁股份占总股本比例超50%，流通盘近乎翻倍。 与2025年相对平稳的宏观环境不同，2026年的解禁潮撞上了更加复杂的全球局势。 地缘政治波动，进入3月，中东局势再次紧张，导致布伦特原油价...

2026年3月16日、3月17日，海口美兰国际机场先后开通胡志明至海口、海口往返吉隆坡2条国际货运航线，推动海口美兰国际机场往返东南亚（513730）的国际货运航班从一周4班加密至一周13班，进一步织密海南自贸港与东南亚（513730）之间航空物流网络，为海南自贸港深化区域经贸合作、推进高水平对外开放提供坚实支撑。据悉，本次开通的2条国际货运航线均采用波音（BA）737-800F全货机执飞，单程最大业载都可达22吨。不同的是，胡志明至海口航线由京东（JD）航空运营，每周计划执飞3班，进港货物以水果、纺织品及一般贸易普货为主，此条航线货物可依托美兰机场高效的口岸通关效率，抵达后快速进入本地消费（883434）市场。(央视新闻)

Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Tuesday; Micron Technology to Advance, Nebius Group to Decline marketscreener.com

Goldman Says Food Companies Struck An "Overall Cautious Tone" On The Consumer The latest read on the American consumer comes from Goldman analysts led by Leah Jordan, who compiled the most important commentary from food companies on consumer behavior trends in the fourth quarter. It's worth noting, however, that this snapshot predates the energy shock triggered by the U.S.-Iran conflict. Jordan's food and retail stock coverage includes 15 companies: Albertsons Companies, Conagra Brands, Cal-Maine Foods, General Mills, Grocery Outlet, Hormel Foods, Hershey, Kraft Heinz, Kroger, Mondelez International, Once Upon a Farm, Pilgrim's Pride, Sprouts Farmers Market, Tyson Foods, and United Natural Foods. On fourth quarter earnings results, the analyst said, "Overall, we continue to favor grocers that should benefit from ongoing consumption shifts toward fresh and private label, along with support from scale as the balance of power shifts toward retailers, highlighting Buy-rated ACI, KR, and SFM." She added, "While some headwinds persist for certain areas of packaged food, our Buy ratings for HSY (on CL), MDLZ, OFRM, HRL, SFD, and TSN are underpinned by solid top-line growth given category/region exposure, along with idiosyncratic and self-help margin drivers." The analyst then summarized what each company and retailer was saying about the consumer. The biggest takeaway is that the K-shaped economy remains an uncomfortable reality for the Trump administration. Jordan noted that the companies in her coverage struck an "overall cautious tone" regarding the consumer. She continued: We observed a continuation of cautious commentary around the consumer in 4Q, noting the majority of food retailers and manufacturers highlighted declining consumer sentiment along with an increased focus on affordability, especially for lower- and middle-income cohorts . Specifically, companies highlighted increased consumer engagement with items on promotion, smaller baskets, channel shifts toward c...

英国国债延续涨势，收益率曲线中段领涨；受油价自盘中高点回落推动，货币市场对英国央行加息的押注减弱。 英国10年期国债收益率下跌5个基点至4.72%；美国和德国同期限国债收益率分别持稳于4.22%及下跌3个基点至2.92%。 利率互换市场显示，市场预期英国央行今年加息幅度为13个基点，而周一预期为17个基点，上周预期为25个基点。 责任编辑：刘明亮

证监会官网显示，首批场外双创人工智能（885728）指数基金获批，兴银基金、景顺（IVZ）长城基金、中银基金等公司拿到批文。兴银基金表示，在当前A股市场中，人工智能（885728）相关产业链上的优质企业，大多集中在科创板与创业板上市，科创创业人工智能（885728）指数是一款相对便捷、高效的布局AI领域的指数，该指数覆盖以上两大板块的核心AI领域相关资产，不再局限于单一板块，提供了“一键”布局双板的选择。(人民财讯)

一名伊朗高级别官员称，伊朗最高领袖阿亚图拉·穆杰塔巴·哈梅内伊拒绝了由两个中间国向德黑兰转达的、有关与美国缓和紧张局势或停火的提议。 该官员透露，哈梅内伊在他的首次外交政策会议上，对“报复美国和以色列”的立场“非常强硬且认真” 这名官员并未明确说明，这位最高领袖是否亲自出席了该会议。 据报道，这名官员还表示，哈梅内伊称，在“美国和以色列被迫屈服、承认失败，并作出赔偿”之前，现在“不是讲和平的时候”。 责任编辑：刘明亮

美國福特號航母發生的火災，據報持續超過30小時，600多名官兵因火災失去床鋪，只能睡在桌子或地板上。

中越雙邊合作指導委員會第十七次會議在越南河內舉行。 中共中央政治局委員、外長王毅，乘坐專車抵達越南政府總部，越南副總理裴青山在場迎接，兩人握手擁抱，隨後展開會議。 王毅表示，過去多次會議為中越發展注入強勁動力，得以利用平台，定期疏理兩國的合作。