文章提及标的 祥明智能 -- 祥明智能（301226）今日涨20.01%，成交额7.52亿元，换手率17.90%，盘后龙虎榜数据显示，4家机构专用席位净买入7912.10万元，有1家机构专用席位净卖出193.14万元。

格隆汇3月17日丨受益于近期加密市场持续反弹，预测市场Polymarket上比特币3月触及8万美元概率升至44%。与此同时，比特币3月跌至6万美元概率降至12%。

格隆汇3月17日｜以色列国防军证实伊朗巴斯基民兵指挥官被击毙。

在近一周来首次下跌后，油价强势反弹，原因是伊朗持续袭击中东地区的能源基础设施。 布伦特原油价格回升至每桶 103 美元 上方，此前周一一度下跌近 3%；美国西德克萨斯轻质原油（WTI）价格约为每桶 97 美元 。阿联酋的沙赫（Shah）气田已暂停运营，伊拉克一处油田也遭到无人机与导弹袭击。据英之杰航运服务公司（Inchcape Shipping Services）通报，阿联酋富查伊拉港的原油装载作业再次暂停。 随着冲突进入第三周，此类袭击进一步恶化了全球能源供应前景。霍尔木兹海峡的航运已近乎全面停滞，这一状况正开始影响消费者，尤其是亚洲地区的消费者。自冲突爆发以来，油价已累计上涨 超过 40% ，但周一因美国准备释放首批紧急原油储备而出现下跌。 加拿大帝国商业银行私人财富集团（CIBC Private Wealth Group LLC）高级能源交易员丽贝卡・巴宾（Rebecca Babin）在接受采访时表示：“市场始终受到多空因素的拉扯，价格上下波动。当前市场充斥着各种消息，正疯狂试图评估市场上究竟有多少供应被切断。” 在白宫椭圆形办公室被问及本周战争是否可能结束时，美国总统唐纳德・特朗普表示：“我认为不会，但很快就会结束。” 特朗普上周末暂缓打击伊朗关键出口枢纽哈尔格岛（Kharg Island）的能源资产后，威胁将扩大对该岛的打击范围，将石油基础设施纳入目标。他还表示，华盛顿正 “全力摧毁” 伊朗威胁霍尔木兹海峡商业航运的能力，并再次呼吁其他国家提供协助，以保障航道安全。 美国财政部长斯科特・贝森特（Scott Bessent）在接受 CNBC 采访时透露，华盛顿目前允许伊朗继续通过该水道运输原油。 在中东地区，阿联酋与科威特均已进一步削减石油产量。沙特阿拉伯正加紧通过一条绕开霍尔木兹海峡的替代路线增加出口。 摩根大通 （JPMorgan Chase & Co．）以娜塔莎・卡内娃（Natasha Kaneva）为首的分析师在报告中指出，穿越霍尔木兹海峡的通行可能会变得 “越来越有条件”，伊朗将根据船只所属国决定是否允许其通行。 彭博社汇编的数据显示，周一穿越该水道的伊朗船只数量跃升至战时新高，其中包括一艘驶向中国的油轮。 责任编辑：郭明煜

Tesla, LG Energy to Build $4.3 Billion Michigan Plant Bloomberg.com

伊拉克民兵武装“伊斯兰抵抗组织”发表声明称，过去一天内，该组织使用无人机（885564）和火箭弹对伊拉克及其周边地区的美方单位发动了21次袭击。据了解，自2月28日以来，该组织对美方单位发动的袭击次数已达407次。(央视新闻)

格隆汇3月17日｜比亚迪将取代渣打银行成为2026年新加坡国际马拉松冠名赞助商，为该赛事自2004年以来首次更换冠名赞助商，而渣打已赞助该赛事22年。不过，渣打仍是活动的官方银行，赛事在今年12月4日至6日举行，将三个项目包括比亚迪马拉松、adidas半马拉松及渣打10公里。

文章提及标的 深股通 -- 顺钠股份 -- 顺钠股份（000533）今日涨10.02%，成交额51.45亿元，换手率39.66%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.40亿元并卖出1.96亿元，2家机构专用席位净买入7624.92万元，有1家机构专用席位净卖出732.53万元。

格隆汇3月17日｜花旗发表研报指，零跑汽车去年业绩符预期，并预计集团未来有三项催化剂，包括3月的销量催化剂、第二季受新车型周期和出口销售推动的复苏；新业务收入预计在2026财年按年增长55%；认为集团在次季至第三季毛利率走势强劲。鉴于零跑汽车的出口带来的增量、不断增长的汽车零件业务、专利许可费收入以及碳信用经常性收入，该行预计零跑进入2027财年后具有高增长潜力。花旗维持零跑今明两年销售预测不变，分别为120万和180万辆，2028年为210万辆；收入预测维持1330亿及1930亿元不变，2028年为2200亿元；净利润预测维持42亿和63亿元不变，2028年为79亿元。该行维持对零跑目标价为100港元，评级“买入”。

奈飞 联合CEO泰德・萨兰多斯周二抵达布鲁塞尔，在欧盟即将审议流媒体监管规则之前，向监管机构明确传递信息：不要把规则搞得过于复杂。 在接受专访时，萨兰多斯表示，奈飞可以接受监管，但他警告欧盟，不要通过各国各自为政的碎片化规则破坏单一市场，而欧盟官员正准备重新修订《视听媒体服务指令》。 “如果在制作中途规则可能发生变化，那这绝不是一个健康的商业环境。”萨兰多斯说。他还警告称，监管机构低估了YouTube作为电视收视直接竞争对手的地位，往往将其视为充斥着“一堆猫咪视频”的社交媒体平台，而非大型流媒体对手。 萨兰多斯此次争取欧洲监管机构支持，正值奈飞收购 华纳 兄弟探索公司的交易告吹后不久。但他坚称，围绕这笔交易的政治氛围只是“让叙事变得复杂，而非影响实际结果”。 他补充说，交易并未受到政治干预，并对特朗普总统要求解雇奥巴马时期前国家安全顾问苏珊・赖斯（奈飞董事）的言论不以为意。 “那只是一条社交媒体帖子，”萨兰多斯说，“虽然不 理想 ，但他在社交媒体上经常发表各种言论。” 萨兰多斯表示：“我认为必须认识到，奈飞已成为欧洲视听经济至关重要的一部分。过去十年，我们在欧洲内容制作上投入 超过130亿美元 ，使我们成为欧洲故事内容的主要制作方和出口方之一。我们与欧洲600多家独立制片商合作，通过制作项目在欧洲创造了约 10万个演职人员岗位 。因此，我们与相关各方沟通，讨论如何保持、维护、增长并保护这一生态。” 被问及收购华纳兄弟探索的交易失败的政治因素影响多大， 萨兰多斯表示： 政治因素只复杂化了舆论叙事，没有影响实际结果。对我们来说，这始终是一笔商业交易，在美国受到严格监管，由司法部处理。我们非常有信心不存在监管障碍。 这是一笔典型的纵向交易，历史上同类交易从未被否决。我们没有资产重叠，也没有造成市场集中。派拉蒙却大肆渲染不存在的监管挑战。 这笔交易对行业、对奈飞和华纳都有利。我们原本计划保留大部分现有业务，协同效应主要在技术和管理层面，而不是大幅裁员。 被问及认为AI将如何改变奈飞，萨兰多斯表示： 我的核心观点是：AI应该成为创作者工具。就像历史上制作工具不断进化一样，AI是一次快速且重要的升级。 创作者能用AI实现以前做不到的事，更快、成本更低，但最重要的是让内容变得更好。消费者不在乎快不快、便不便宜，他们只在乎好不好。 我们收购的InterPositive能帮助创作者利...

(RTTNews) - Asian stocks ended mixed on Tuesday as oil prices fluctuated, and U.S. President Donald Trump sought to delay his upcoming trip to China. Oil prices were up nearly 3 percent in Asian trade after Iran set a massive natural gas field in the United Arab Emirates ablaze, adding to Investor anxiety over energy disruptions. The U.S. dollar index ticked higher, and gold held steady above $5,000 an ounce as investors braced for a slew of central bank decisions, including the U.S. Federal Open Market Committee (FOMC) meeting scheduled for Wednesday. China's Shanghai Composite index fell 0.85 percent to 4,049.91 after U.S. President Donald Trump said that he is planning to delay a high stakes visit to China later in March by about a month because of the Middle East conflict. Hong Kong's Hang Seng index ended up 0.13 percent at 25,868.54, giving up some early gains. Japanese markets ended on a flat note as the yen remained weak despite verbal warnings from authorities to intervene in currency markets. Just days before the policy decision, Bank of Japan Governor Kazuo Ueda said today that underlying inflation was gradually accelerating toward the central bank's 2 percent target because of rising oil prices. The Nikkei average finished marginally lower at 53,700.39 while the broader Topix index ended 0.45 percent higher at 3,627.07. Among the top gainers, Kawasaki Kisen surged 6.3 percent, Daiichi Sankyo added 5.9 percent and Taiyo Yuden advanced 5.1 percent. Seoul stocks rallied as large-cap tech shares surged on optimism about the artificial intelligence (AI) sector. The Kospi index jumped 1.63 percent to 5,640.48. Heavyweight Samsung Electronics climbed 2.8 percent after Nvidia CEO Jensen Huang said he expects purchase orders between Blackwell and Vera Rubin chips to reach $1 trillion through 2027. Australian markets eked out modest gains to snap a three-day losing streak after the Reserve Bank lifted its cash rate by 25 basis points in a split decision, arguing t...

3 月 17 日凌晨，预测市场 Kalshi 于 X 发文宣布，将效仿股神巴菲特，为即将开打的 NCAA “疯狂三月”赛事推出“完美预测挑战赛”（Perfect Bracket Challenge）—— 完美预测所有对阵结果的用户将可拿走 10 亿美元的超级大奖。 “疯狂三月”：全美最热的篮球盛宴 所谓 “疯狂三月”，即美国大学体育协会（NCAA）每年 3 月举行的男子大学篮球全国锦标赛（NCAA Tournament）。由于该赛事通常于每年三月开启，采用单场淘汰制，赛程密集，竞争激烈，故而得名。 根据昨日抽签确认的赛程表，2026 年“疯狂三月”将于北京时间 3 月 18 日（明日）正式开打。68 只通过数月的常规赛事厮杀而拿到“疯狂三月”参赛资格的大学球队将就此展开冠军争逐，首先进行的将是首轮附加赛（First Four），8 只附加赛球队将会直接淘汰 4 只，剩下的 64 只球队将通过五轮的单场胜负淘汰赛（64 强 → 32 强 → 甜蜜 16 强 → 精英 8 强 → 最终 4 强 → 总决赛 → 全国总冠军）决出最终的胜者。 作为全美最受关注的大学篮球赛事，相较于以俱乐部为竞赛主体的 NBA，以大学为主体的 NCAA 往往更容易在大众层面形成强烈的“主队认同”。在“疯狂三月”期间，各高校的在校学生、历届校友乃至所在社区都会自发为母校站台助威。正因如此，这项赛事所呈现出的全民参与氛围，甚至在某种程度上会超过 NBA 总决赛的热度。 从竞技层面来看，虽然大学球员在整体实力上仍难以与职业球员相比，但“疯狂三月”的独特之处在于，大多数参赛者的舞台窗口极为有限 —— 通常只有 1 至 4 年，而其中最顶尖的天才球员往往在大一赛季结束后便会进入 NBA。这种“稍纵即逝”的机会，使得比赛的每一回合都更具紧迫感 —— 一旦踏上赛场，几乎每个人都会玩了命地去竞争。 与此同时，2026 年被普遍视为 NBA 的选秀大年，也进一步放大了本届赛事的关注度。堪萨斯大学的达林·彼得森、杨百翰大学的 AJ·迪班萨、杜克大学的卡梅隆·布泽尔（姚明宿敌卡洛斯·布泽尔的儿子）都被视作数年罕见的天才，有望竞争明年的 NBA 状元秀。这些“未来之星”之间的直接对话，也让本届“疯狂三月”在观赏性之外，多了一层关于未来 NBA 格局的前瞻意味。 泼天流量，预测市场岂能错过 “疯狂三月”期间，以填写“...

格隆汇3月17日｜据纽约时报，美国“福特”号航母从加勒比海地区抵达中东后，现在已经进入部署的第十个月。如果到四月中旬它仍在海上，将打破越战后航母部署时间最长的纪录。该纪录为294天，由“亚伯拉罕·林肯”号航母于2020年创下。福特号上的船员们收到通知，他们的部署可能会延长到五月份，这将使他们在海上待上一整年，是正常航空母舰部署时间的两倍。在伊拉克和阿富汗战争期间，美国海军曾让航空母舰一次性部署九个月，有时甚至更久。但通常情况下，部署时间不会超过六个月。海军专家表示，超过六个月，对舰艇和舰员来说都非常困难。

财联社3月17日讯（编辑 胡家荣） 港股三大指数表现不一。截至收盘，恒生指数涨0.13%，报25868.54点；科技指数跌0.08%，报5107.64点；国企指数涨0.12%，报8826.73点。 科网财报季来临 市场关注估值修复空间 3月中下旬，明星科网股财报将密集亮相。腾讯控股、阿里巴巴-W本周率先公布最新季度业绩，而小米集团-W、快手-W、美团-W等相继披露季报。 高盛预计，Q4中国互联网行业整体净利润将同比下滑30%，跌幅较二、三季度进一步扩大——核心拖累因素在于阿里、美团在即时零售赛道的大额补贴与阶段性亏损。不过，高盛同时指出，年初至今股价的持续回调已基本消化市场悲观预期，下行风险相对有限。 多家机构认为，以恒科为代表的科网股估值已具备"性价比"，后续重点跟踪两大筑底信号：其一，AI业务布局能否超出市场预期；其二，巨头业绩集中披露后"利空出尽"能否形成催化。 景顺长城表示，当前恒科估值水平下，市场悲观情绪已得到较充分释放，港股科技龙头盈利能力有望出现改善拐点——2026年指数EPS增长一致预期超40%，该趋势或逐步向资产价格传导。 今日市场 从市场表现来看，AI应用、券商、房地产、新消费、股小幅走强，而存储芯片、光通信股领跌。 英伟达介入Claw生态强化AI智能体 五一视界涨超16% 截至发稿，迅策(03317.HK)涨36.74%、五一视界(06651.HK)涨16.60%、多点数智(02586.HK)涨12.47%。 消息方面，阿里巴巴成立Alibaba Token Hub事业群，由CEO吴泳铭直接负责，全面推进AI战略落地。神秘的“悟空事业部”在此次调整中首度曝光，再度掀起市场对AI Agent的关注热潮。 值得一提的是，本周被誉为AI届春晚的英伟达GTC大会也正如火如荼的举行。会上黄仁勋宣布推出NemoClaw，专为OpenClaw深度优化的部署工具链，支持极简“养虾”。 而五一视界的上涨也与英伟达相关。据英伟达3月16日GTC新闻稿披露，旗下Omniverse NuRec已与五一视界旗下SimOne实现深度融合，基于神经渲染技术，有效解决智驾行业真实采集场景数据不可交互的核心痛点，可加速以VLA、世界模型为代表的推理型自动驾驶开发，赋能全球L4级汽车合作伙伴。 券商股业绩或超预期 中信证券涨近4% 截至收盘，中信证券(06030.HK)涨3.75...

Commerzbank AG Chief Executive Officer Bettina Orlopp vowed to boost earnings in an effort to demonstrate the bank is better on its own, a day after receiving a takeover bid from UniCredit SpA . “We are currently thinking about accelerating” the process of raising Commerzbank’s profitability, Orlopp said in a Bloomberg TV interview on Tuesday in London. “That is in the interest of all shareholders.” The comments follow a low-ball €35 billion ($40 billion) offer for Commerzbank from UniCredit CEO Andrea Orcel on Monday, demonstrating how Orlopp is seeking to project confidence in her standalone strategy for the German lender. She can also count on the backing from the German government, which on Monday reiterated its opposition to a takeover by UniCredit. Orlopp said last month that full-year profit is expected to exceed the previous outlook of €3.2 billion. “Our existing guidance should be considered as a floor,” a company spokesman clarified after the Tuesday interview. “We signaled at the time that we see considerable upside potential.” Read More: Orcel Reinforces Commerzbank Ambition With €35 Billion Offer With a premium of just 4% over the Friday close, Orcel’s bid is only designed to push UniCredit’s stake past 30% while not giving it full control of Commerzbank. The Italian lender can subsequently choose to buy more shares in the German firm on the open market without triggering a legal requirement to make a bid, which otherwise would have happened when crossing the 30% threshold. “This is an offer at a very low price,” Orlopp said in the interview on Tuesday. Under Orlopp, who took over just weeks after Orcel first disclosed an interest in buying Commerzbank in late 2024, the German firm has taken strides in cutting costs and delivering higher shareholder returns. The lender’s share price has roughly doubled since she took over, though it’s down more than 10% since the beginning of the year. Orcel said his latest move is intended to open a “constructive dialo...

Dorsal Capital Management LP increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 240,000 shares of the social networking company's stock after purchasing an additional 10,000 shares during the quarter. Meta Platforms makes up approximately 4.7% of Dorsal Capital Management LP's portfolio, making the stock its 12th biggest holding. Dorsal Capital Management LP's holdings in Meta Platforms were worth $176,251,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also bought and sold shares of META. Westchester Capital Management Inc. purchased a new position in shares of Meta Platforms during the 3rd quarter valued at $26,000. Bare Financial Services Inc purchased a new stake in Meta Platforms in the 2nd quarter worth about $30,000. Knuff & Co LLC bought a new stake in Meta Platforms in the 2nd quarter valued at about $44,000. Spurstone Advisory Services LLC bought a new stake in Meta Platforms in the 2nd quarter valued at about $59,000. Finally, Evergreen Private Wealth LLC lifted its holdings in Meta Platforms by 64.8% during the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock valued at $65,000 after purchasing an additional 35 shares during the last quarter. 79.91% of the stock is owned by institutional investors. Get Meta Platforms alerts: Sign Up Insider Transactions at Meta Platforms In related news, CFO Susan J. Li sold 56,571 shares of the company's stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the firm's stock in a transaction that occurred on We...

Elevation Point Wealth Partners LLC grew its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 81.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,672 shares of the chip maker's stock after purchasing an additional 11,519 shares during the period. Elevation Point Wealth Partners LLC's holdings in Intel were worth $861,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also modified their holdings of the company. Cannell & Spears LLC grew its holdings in shares of Intel by 165.0% during the third quarter. Cannell & Spears LLC now owns 745,721 shares of the chip maker's stock valued at $25,019,000 after buying an additional 464,276 shares in the last quarter. Atreides Management LP purchased a new stake in Intel in the 3rd quarter worth about $87,600,000. Ausdal Financial Partners Inc. lifted its stake in Intel by 4.8% in the 3rd quarter. Ausdal Financial Partners Inc. now owns 33,318 shares of the chip maker's stock worth $1,118,000 after acquiring an additional 1,528 shares in the last quarter. California Public Employees Retirement System boosted its position in Intel by 2.4% during the 3rd quarter. California Public Employees Retirement System now owns 13,329,735 shares of the chip maker's stock worth $447,213,000 after acquiring an additional 316,892 shares during the period. Finally, Beck Mack & Oliver LLC acquired a new stake in Intel during the 3rd quarter worth about $221,000. Institutional investors and hedge funds own 64.53% of the company's stock. Get Intel alerts: Sign Up Wall Street Analyst Weigh In A number of equities analysts have recently weighed in on INTC shares. Benchmark upped their target price on Intel from $50.00 to $57.00 and gave the company a "buy" rating in a report on Friday, January 23rd. Sanford C. Bernstein restated a "neutral" rating on shares of Intel in a report on Tuesday, Februa...

Dorsey Asset Management LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 21.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 192,224 shares of the social networking company's stock after selling 52,884 shares during the quarter. Meta Platforms comprises approximately 12.7% of Dorsey Asset Management LLC's investment portfolio, making the stock its 4th largest holding. Dorsey Asset Management LLC's holdings in Meta Platforms were worth $141,165,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also recently modified their holdings of the company. EFG Asset Management Americas Corp. boosted its stake in Meta Platforms by 0.4% in the 3rd quarter. EFG Asset Management Americas Corp. now owns 13,710 shares of the social networking company's stock worth $10,068,000 after purchasing an additional 60 shares in the last quarter. Elevation Point Wealth Partners LLC increased its stake in Meta Platforms by 50.3% during the 3rd quarter. Elevation Point Wealth Partners LLC now owns 18,760 shares of the social networking company's stock valued at $13,777,000 after purchasing an additional 6,275 shares in the last quarter. Eminence Capital LP increased its stake in Meta Platforms by 5.6% during the 3rd quarter. Eminence Capital LP now owns 58,578 shares of the social networking company's stock valued at $43,019,000 after purchasing an additional 3,100 shares in the last quarter. Ehrenkranz Partners L.P. purchased a new position in shares of Meta Platforms in the third quarter worth $257,000. Finally, BlueSpruce Investments LP raised its holdings in shares of Meta Platforms by 35.1% in the third quarter. BlueSpruce Investments LP now owns 776,902 shares of the social networking company's stock worth $570,541,000 after buying an additional 201,902 shares during the last quarter. 79.91% of ...

文章提及标的 伊利股份 -- 减持计划 -- 伊利股份（600887）公告，董事长兼总裁潘刚此前持股2.87亿股，占公司总股本4.53%。根据2026年1月8日披露的减持计划（883921），其拟于2026年1月29日至2026年4月14日通过大宗交易、集中竞价方式减持不超过6200万股，占0.98%。截至2026年3月16日，潘刚已通过集中竞价减持6199.03万股，占0.98%，减持价格区间25.61～27.34元/股，套现16.43亿元，减持计划（883921）实施完毕，当前持股2.25亿股，占3.55%。

Source: Bloomberg, 0:00

European stocks rose for a second day, the first time this month, led by gains in energy shares as oil prices rose. The Stoxx Europe 600 added 0.7% by the close, with TotalEnergies SE and Shell Plc among the biggest contributors. Energy stocks have climbed for eight straight days to a fresh record on Tuesday as Brent crude soars to over $100 a barrel. “After the sharp spikes in implied volatility across both equities and oil, a meaningful chunk of the risk repricing appears to be in the rearview mirror,” said Mathias Heim , chief investment officer at Bellecapital. Among individual stocks, Springer Nature AG & Co. gained more than 12% after the German publishing group reported strong earnings . Oil refiner Neste Oyj rose nearly 6% after Barclays Plc upgraded the Finnish stock, citing higher fossil fuel refining margins. On the downside, Amplifon SpA shares fell for a second day after the company agreed to buy GN Store Nord’s hearing-aid business, paying cash and issuing shares as part of the deal. Indra Sistemas SA shares fell 4.2% after El Confidencial reported that the government is planning to ask Chairman Ángel Escribano to step down from the defense firm. The two days of gains come as a reprieve for European stocks, which are still set for the worst month in three and a half years. Investor optimism for European growth this year has dropped sharply since the war as concerns over stagflation mount, according to a Bank of America European fund manager survey. The survey found a net 29% of fund managers now expect an acceleration for the European economy, down from a record 74% a month ago. For more on equity markets: Defense Firms Need Earnings Delivery for New Rally: Taking Stock M&A Watch Asia: Ant, Challenger, DayOne, Jio Cantor Plots Europe IPO Push After Gabler Listing: ECM Watch US Stock Futures Fall; Microvast, Rhythm Pharma Fall Acting in a Crisis: The London Rush You want more news on this market? Click here for a curated First Word channel of actionable...

Their meeting comes as the US-Israeli war with Iran enters a third week, during which US President Donald Trump has criticised the UK and other countries over the extent of their response to the conflict.

NicoElNino TruBridge ( TBRG ) has postponed its fourth quarter and year-end 2025 earnings release and conference call, previously scheduled for Monday, March 16, 2026, to allow additional time for the completion of its year-end audit procedures, sending shares 8% lower in Tuesday's premarket trading. TruBridge will issue a subsequent press release confirming the date of the release as soon as possible, it said in a statement . "While conducting final procedures in connection with the preparation of TruBridge’s financial statements for the fiscal year ended December 31, 2025, errors were identified in the consolidated financial statements for the year ended December 31, 2024, as well as out-of-period errors in the condensed financial statements for the quarters ended March 31, June 30, and September 30, 2025." "The majority of these errors relate to accounting for revenue, software development costs, and share-based payments." As a result, TruBridge ( TBRG ) is required to make revisions to its previously issued consolidated financial statements for the year ended December 31, 2024, it said, adding TruBridge believes that such errors did not result in a material misstatement of its previously issued financial statements, and the errors are non-cash in nature and do not impact TruBridge’s operations or liquidity. More on Computer Programs and Systems Seeking Alpha’s Quant Rating on Computer Programs and Systems Historical earnings data for Computer Programs and Systems Financial information for Computer Programs and Systems

在全球最活跃的加密货币市场之一越南，政府正着手限制境外平台交易，越南企业正竞相推出该国首批 持牌加密货币交易所 。 根据越南政府 2 月发布的决议，河内计划 最快于本月 推出本土运营的数字资产交易所试点计划，这是加强加密货币交易与资金流动监管整体举措的一部分。 路透社本周查阅的一份越南财政部 3 月 12 日文件显示，已有 五家企业通过初步资格审核 。 其中包括越南三家私人银行的关联机构 —— Techcombank（TCB）、VPBank、LPBank ，以及券商 VIX Securities 和越南最大私营企业集团之一 Sun Group（阳光集团） 。 阳光集团与 VPBank 已确认其牌照申请，其余三家企业暂未回复记者置评邮件。 财政部发言人表示，有关部门正在推进相关工作，但不会就具体申请者置评。 全球第四大活跃加密市场 越南已成为全球最活跃的加密货币市场之一。区块链数据公司 Chainalysis 去年发布的全球加密货币采用指数显示，越南位列全球第四。据该机构估算，截至 2025 年 6 月的 12 个月内，越南交易者相关交易规模 超过 2000 亿美元 。 随着加密货币在地区内愈发普及，越南当局对加密货币与稳定币的使用愈发担忧，相关资产可能带来 无管制资本外流 风险。 越南财政部正在起草新规， 禁止越南公民在境外加密货币平台交易 。 越南对跨境资金转移实施严格限制。由于公司债券市场规模小、发育不足，证券交易所仍被归类为前沿市场，许多国内储户转而将资金投向黄金或房地产。 越南国内金价较国际基准溢价约 10%，房地产市场则易出现投机热潮，凸显居民 投资渠道有限 。 尽管越南并未明确禁止持有加密货币，但数字资产 不被承认为货币或合法支付工具 。市场人士表示，目前大多数越南交易者主要使用币安（Binance）、OKX、Bybit 等境外中心化交易所。 越南区块链与数字资产协会主席 Phan Duc Trung 表示，成功落地本土交易所有助于将交易手续费留在国内，并支持越南数字金融行业发展。 责任编辑：郭明煜

年后，泡泡玛特迎来IP上新潮。 首个新IP Merodi发售当天，官方又同步预告了本月第二款新品 KeyA。放在以往，这类官宣评论区通常会被“想买”“蹲发售”“求隐藏”之类的留言迅速占领，但这一次，排在前面的高频词却变成了“不适”“反感”“看不懂”。 “在泡泡玛特的IP历史上，我没见过这样的开局。”一位泡泡玛特忠实消费者对「市象」表示。 官方将KeyA 定义为“一个永远在生成自我的女孩”。和过去泡泡玛特更稳妥的萌系、幻想系审美不同，KeyA明显更贴近真人，介于2.5次元与3次元之间，是一次少见的风格外扩。 争议也由此迅速发酵。 一部分声音指向IP本身，认为其人物比例、神态和整体呈现带有明显的“男性凝视”；另一部分质疑则落在表达层面，认为“生成自我”的概念与最终视觉呈现并不匹配；还有一部分负面情绪，进一步延伸到了设计师本人及其履历之上。 几重因素叠加，让KeyA几乎从亮相开始，就陷入了舆论逆风。 如果说泡泡玛特原本想借一次风格突破扩充IP矩阵，再借艺术家标签为新品抬高辨识度，那么至少从目前看，这套打法并没有换来预期中的认同，反而先触发了更大范围的审视。 这或许说明，泡泡玛特对自己所处的位置，仍然存在某种判断滞后。KeyA遭遇的，已经不是潮玩圈内部的审美分歧，而是开始撞上路人盘了。 所谓路人盘，不是核心收藏玩家，也不是愿意为某个IP长期买单的固定受众，而是那些原本未必属于泡泡玛特目标用户，却会在社交媒体和公共讨论里，对它做出判断的人。 过去，泡泡玛特更多是在圈层内部做生意，审美小众一点、表达冒险一点，市场也愿意给它留出包容空间。但今天，泡泡玛特早已不是一个只服务潮玩核心玩家的小众品牌，而是一家被放进更大公共讨论场、接受反复审视的大众消费公司。 在圈层内部可以被包容的审美表达、创作者叙事和风格实验，如今都要接受更复杂的社会情绪、更广泛的价值判断，以及来自非目标用户的公共评价。 KeyA的风波，像是在提醒泡泡玛特：当一个品牌越来越接近“国民消费品”，它想要的就不只是破圈时刻，也必须承受国民级别的审视。 站上台前的IP设计师 目前，泡泡玛特仍未对新IP KeyA及其合作艺术家陈嫣冉引发的舆论争议做出公开回应。 这场争议的起点是形象设计。在官方发布的评论区，“充满男性凝视”“露肤度过高”等评价获得大量共鸣。官方宣传中“一个永远在生成自我的女孩”的设计理念，未能说服受众，网友们对...

A股算力硬件股全线调整，CPO、光通信、光芯片、覆铜板等方向下跌，“易中天”齐跌。消息面， 英伟达CEO黄仁勋 最新发表讲话称，英伟达新一代AI加速芯片架构Blackwell与下一代Rubin产品，到2027年底将创造至少1万亿美元收入。油气股午后一度回升，有 报道 称，伊朗点燃了一处大型天然气田，进一步加剧了本已紧张的全球能源供应局势。 3月17日，A股全天冲高回落，午后三大股指快速走低，创业板跌超2%，大金融、白酒、钢铁等板块拉升，地产股走强，化工股活跃，算力硬件股全线调整，CPO等方向领跌，超硬材料概念也大跌。 港股午后回落，恒指、恒科指涨幅纷纷收窄，恒科指转跌，盘中一度涨超2%，科网股部分转跌，百度跌超3%。新能源汽车涨幅明显收窄。耀才证券暴涨50%，蚂蚁集团收购耀才证券金融的要约已获批准。“Token第一股”迅策港股午后大涨超30%，英伟达CEO黄仁勋提出“ Token工厂经济学 ”，强调每瓦性能是商业变现的核心。 债市方面，国债期货悉数上涨。商品方面，国内商品期货多数下跌，铂金、钯金等金属期货涨幅居前，集运指数、原油等商品期货跌幅午后收窄，因有 报道 称，伊朗点燃了一处大型天然气田，进一步加剧了本已紧张的全球能源供应局势。 A股 ：截至发稿，沪指跌0.85%，深成指跌1.87%，创业板指跌2.29%。 盘面上，个股跌多涨少，沪深京三市超4500股飘绿，今日成交2.22万亿。沪深两市成交额仅2.21万亿，较上一个交易日缩量近1200亿。板块方面，算力硬件产业链、超硬材料概念大跌，发电设备、化工、农业板块跌幅居前，次新股、大金融逆势走强。 港股 ：港股冲高回落，恒指收盘涨0.13%，此前一度涨1.6%，恒生科技指数跌0.08%，此前一度涨超2%，南向资金净卖出逾110亿港元。 盘面上，半导体、电气设备、能源化工板块跌幅居前。耀才证券金融复牌涨46.7%，蚂蚁集团要约收购获批准。“Token第一股”迅策港股大涨超30%。 债市 ：国债期货悉数上涨，截至发稿，30年期主力合约涨0.13%，10年期主力合约涨0.05%，5年期主力合约涨0.04%，2年期主力合约涨0.03%。 商品 ：国内商品期货多数下跌，截至收盘，贵金属涨幅居前，铂金涨4.27%；黑色系多数上涨，铁矿石涨1.81%；化工品跌幅居前，纸浆跌3.60%；非金属建材涨跌参半，玻璃跌1.97%；新能源材...

英国周二宣布，将对 英国电信 旗下 Openreach 全国宽带网络 再实施五年监管 ，并对更广泛网速档位实行 价格上限 ，以推动市场竞争，并将光纤连接覆盖至该国最后五分之一的场所。 由英国通信管理局 Ofcom 在 2021 年设立的竞争框架，已让近八成家庭用上全光纤宽带，而五年前这一比例还不到四分之一，实现快速扭转。 目前约四分之三的家庭可选择两家运营商 —— 通常是 Openreach 与维珍传媒，或其他小型网络 —— 但 Ofcom 表示，Openreach 仍拥有 显著市场支配力 ，无法完全取消监管。 该局称，将对 Openreach 向 沃达丰 、天空电视台等 租赁其基础设施的零售运营商 收取的费用设定名义价格上限，覆盖 最高 80Mbit/s 的下载速度 ，而目前上限仅为 40Mbit/s。 Ofcom 周二表示， 更高网速产品的价格将不设监管 ，以此激励运营商投资可提供更快网速的网络。 责任编辑：郭明煜