格隆汇3月17日｜大和证券经济学家Kenji Yamamoto表示，油价上涨可能迫使日本陷入恶性循环，即贸易逆差恶化导致日圆走软，而日圆走软又会进一步推高进口价格。他说：“日圆走软导致的输入性通胀会随着时间的推移累积价格上行风险。“他补充说，从长远来看，这会使潜在的通胀压力不断积聚。该经济学家认为，日本央行是否在4月份加息，很可能将是决定市场对该行收紧政策的承诺抱有多少信心的转折点。

格隆汇3月17日｜开云集团宣布成立新的实体部门开云珠宝，该部门将整合旗下宝诗龙（Boucheron）、波米雷特（Pomellato）、麒麟（Qeelin）等品牌。此外，该部门还将纳入正在整合中的Raselli Franco集团。同时，Jean-Marc Duplaix将担任开云珠宝首席执行官，该任命即日起生效。其也将继续兼任集团首席运营官。

房地产、大金融板块走强，光伏个股多只大涨，CPO概念重挫，拖累通信行业今日领跌，油气股明显走弱，化工、煤炭行业跌幅居前

格隆汇3月17日｜2026奇瑞汽车电池之夜将在安徽芜湖召开。届时，奇瑞将发布新一代电池技术与能源体系、全维度电池安全架构，以及一系列绿色能源产品和前瞻生态布局。此次电池之夜，将首次公开发布固态电池领域的重要研发成果，展现奇瑞在固态电芯、系统集成及产业链布局方面的硬核实力与前瞻投入。

格隆汇3月17日｜据一财，近期，茅台价格再现波动。在上周短暂回暖后，目前散瓶飞天茅台批发价再度回落至1560元/瓶左右。据多位酒商和黄牛介绍，这主要与茅台策略调整，以及春节后白酒消费进入传统淡季、需求减弱有关。持续的波动也让渠道持币观望，操作趋于谨慎。 进入3月以来，茅台批发价格波动明显加剧。第三方报价平台数据显示，3月10日，原箱普茅批价从月初的1700元/瓶跌至1560元/瓶左右，散瓶跌至1540元/瓶；3月14日，原箱批价回升至1620元/瓶，但近两日价格又有所下滑。 价格的不稳定使得酒商与黄牛普遍保持谨慎。一位从事多年茅台生意的黄牛告诉记者，近期同行间交流密切，普遍关注茅台“i茅台”业务的新变化，认为这一新模式打破了以往传统操作方式。过去茅台价格呈现庄家控盘模式，经销商和中间商可通过囤货影响市场供给，进而控制价格。但目前价格的无序波动令老手也难以判断后市，大家更加注重风控，不敢轻易收货。

‘This Is Getting Bigger,’ Nvidia (NVDA) Signals $1 Trillion AI Demand at GTC TipRanks

Tom Werner/DigitalVision via Getty Images Investment Thesis Palvella Therapeutics ( PVLA ) is developing medicine for a rare vascular skin disorder called microcystic lymphatic malformations (mLM), and secondary indications including cutaneous venous malformations (cVM). The topical formulation is called QTORIN rapamycin. While rapamycin is a generic molecule it doesn’t have stable topical formulations, and the oral therapy produces unacceptable systemic side effects. Phase 3 SELVA data suggest that QTORIN can produce meaningful clinical improvement in mLM, a congenital disease with no FDA-approved therapies and significant patient burden. While this is a niche orphan dermatology market, approval will make QTORIN the first targeted therapy, with potentially strong commercial positioning. They will submit an NDA this year, and approval could happen early next year. The mLM program alone supports a multibillion dollar valuation. Label expansions will proportionately increase that number. While the stock is already up sharply over positive data, regulatory approval will further derisk the business. For these reasons, and others I will discuss here, I consider Palvella an attractive Buy. Investors should, however, remain aware of regulatory and pricing risks typical for rare-disease therapies. Business Overview Palvella’s pipeline currently includes: Indication Drug Stage Microcystic lymphatic malformations (MLM') QTORIN rapamycin Phase 3 Cutaneous venous malformations (CVM') QTORIN rapamycin Phase 2 Angiokeratomas QTORIN rapamycin early clinical Disseminated superficial actinic porokeratosis (DSAP) QTORIN pitavastatin preclinical Click to enlarge The most advanced program is mLM, in a phase 3 trial. The second program, which just produced early but positive data from the phase 2 TOIVA trial, is the cVM program, a related condition but with a larger patient population. There’s another rapamycin program and a different molecule in a preclinical program. This latter I app...

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格隆汇3月17日｜巴基斯坦新闻与广播部3月16日晚发表声明说，巴军方当天夜间发动空袭，对位于阿富汗首都喀布尔和阿东部楠格哈尔省的军事设施等目标实施精准打击。声明说，此次打击目标包括技术设备和弹药仓库，巴方此次行动操作精准且实施过程谨慎，避免造成任何附带损害。声明还说，阿政府发言人所称“空袭袭击了喀布尔一所医院”与事实不符，旨在误导舆论，掩盖其对跨境恐怖主义的支持。

格隆汇3月17日｜银华基金发布公告，由于汤浦水库水位持续偏低，截至目前公告披露日，银华绍兴原水水利REIT的原水应急保障Ⅰ级响应尚未解除，汤浦水库供水量按照此前比例范围继续予以限制。公告显示，2026年1月1日至3月15日，项目公司供水量1576.04万立方米，与上年同期相比，同比下降71.6%，预计将对项目公司一季度原水收入、利润率和现金流造成影响，进而影响基金份额持有人的当期基金收益分配。根据公告，2025年四季度以来，绍兴市汤浦水库流域来水偏枯，2026年1月7日银华基金发布银华绍兴原水水利REIT关于项目公司原水应急保障Ⅰ级响应公告，披露绍兴市自1月5日起启动原水应急保障Ⅰ级响应，Ⅰ级响应期间，汤浦水库供水量限制在最近正常供水年份当月日均原水供应量的40%，最低供水比例可至10%以下。基金管理人和运营管理机构根据绍兴市原水应急保障响应相关规定，结合汤浦水库运行实际，已采取或拟采取相关应对措施，包括加强与气象部门联动，择机开展人工增雨作业等举措。

芝商所集团（CME Group）首席执行官Terry Duffy上周在一场会议上直言，若特朗普政府试图通过干预期货市场来压制油价，将面临“圣经级灾难” 【财新网】 美国财政贝森特3月16日表示，美国允许伊朗油轮通过霍尔木兹海峡，还表示，美国政府没有干预石油期货市场。 贝森特接受CNBC采访时表示，伊朗的船早就从通过海峡通过，美国放任这种情况发生，这是为了向世界其他地区供应物资。 贝森特表示，特朗普政府认为，在美军及其盟军开始护航之前，途径霍尔木兹海峡的油轮数量将会增加。他还表示，向印度供应物资的油轮已经通过了霍尔木兹海峡。 贝森特还表示，与伊朗的战争结束后，油价应该会跌至远低于每桶80美元的水平。贝森特称，他不知道战争何时结束，但他相信“世界会更安全，我们的物资供应也会更充足”。

格隆汇3月17日｜据央视，当地时间3月17日凌晨，伊拉克什叶派民兵武装“鲜血守护旅”在社交媒体平台发布了16日清晨针对巴格达“绿区”内美国驻伊拉克使馆的无人机袭击实况视频。“鲜血守护旅”隶属于“伊斯兰抵抗组织”，“伊斯兰抵抗组织”自2月28日以来使用无人机和火箭弹对伊拉克及其周边地区的美方单位发动了数百次袭击。

NCR Voyix ( VYX ) has reached an agreement to sell its bank technology solutions business in Japan , operated by NCR Commerce Japan Ltd., to NTT Data ( NTTDF ), it said on Monday. The transaction is expected to close by the end of 2026. The deal is expected to support continuity for existing clients while creating new opportunities for the business and its employees as part of a broader global organization focused on financial services technology, the company said . NTT Data intends to further strengthen service delivery for financial institutions by building on the business’s established expertise and integrating it into its global financial IT services portfolio. More on NCR Voyix, NTT DATA Group Corporation NCR Voyix Corporation (VYX) Q4 2025 Earnings Call Transcript NCR Voyix Corporation 2025 Q4 - Results - Earnings Call Presentation NTT DATA Group Corporation (NTDTY) Q3 2026 Earnings Call Transcript NCR Voyix outlines $2.21B–$2.325B revenue outlook for 2026 as platform scaling accelerates NCR Voyix beats top-line and bottom-line estimates; introduces FY26 outlook

ojos de hojalata/iStock via Getty Images SNDL ( SNDL ) reported improved financial performance for Q4-2025 last week, including net income and free cash flow. The company and stock price are undervalued compared to the company’s book value and book value per share. There are no current synergies for the company. International sales should give the company a boost, but there were no updates nor revenue numbers for Q4 international sales. Its cannabis segments showed nominal growth YoY, and the liquor segment showed a decline. The stock price is up 2% over the last year. The price is down 18% since I covered the company last November on Seeking Alpha . The cannabis sector remains weak due to uncertainty over rescheduling. Without any new developments or synergies, I continue my rating of a Hold for the company. Volatility will remain for the sector and SNDL’s stock. Caution is advised. Q4 2025 Results SNDL reported Q4 revenue of CA$252.5 million, representing a 2% decrease YoY and a 3.3% increase QoQ. Gross profit was CA$70.2 million, a 2% increase YoY and a 9.3% increase QoQ. Profit margins were 27.81% versus 26.70% YoY and 26.28% QoQ. Cannabis retail revenue was CA$83.2 million, and cannabis operations revenue was CA$37.1 million. Total cannabis revenue was CA$103.6 million, a less than 1% increase YoY. Liquor retail revenue was CA$148.8, representing a decrease of 3.4% YoY. Liquor retail declines due to softer demand. Same-store sales were down 4%. Same-store sales in its cannabis shops declined 7% YoY. The company reported a net income of CA$9.4 million versus a net loss of CA$67.2 million YoY and a net loss of CA$13.3 million QoQ. Net income marked an improvement for the company’s performance as well as CA$10.2 million in free cash flow. Cash and ST Investments have increased to CA$252.2 million. SNDL still reports no debt. The SNDL and SunStream Bancorp portfolio is currently valued at CA$397.6 million. The portfolio brought in CA$2.4 million in proceeds for Q4....

MicroStockHub/iStock via Getty Images By Kelvin Wong This is a follow-up analysis and an update of our prior report , “Chart alert: AUD/USD bullish breakout (finally) above 0.7140, new bullish impulsive up move sequence triggered,” published on 11 March 2026. The price actions of the AUD/USD have been choppy in the past five days as it grappled with conflicting elements that drove short-term movements. Firmer commodity prices (excluding precious metals) due to rising oil prices are providing a floor and, in some form, a tailwind on the AUD/USD, as the Australian dollar is often labeled as a “commodity currency” due to the resource-rich Australian economy. On the other hand, the Australian dollar is also sensitive to changes in risk appetite, where a sudden increase in risk aversion in global markets (spurt of risk-off behaviour where equities get sold off) triggers a downside drift in the AUD/USD. Higher oil prices seen in the past week have been linked to stagflation fears, which in turn drive up risk aversion due to the slower growth effect, creating a negative feedback loop in the AUD/USD. The AUD/USD almost erased the earlier rally of 3% from the 9 March 2026 low of 0.6957 to the 11 March 2026 high of 0.7187 and declined by 2.9% to print a recent minor low of 0.6980 last Friday, 13 March 2026, creating a failed bullish breakout above 0.7140. RBA may not stop at two interest rate hikes in 2026 Fig. 1: Australia overnight indexed swap rates as of 13 Mar 2026 (Source: MacroMicro) The Australian central bank, RBA, is expected to enact its second interest rate hike of 25 basis points (bps) in 2026 later today to bring the policy cash rate higher to 4.1%. The RBA ended its easing cycle in August 2025, and due to higher inflationary expectations, which may lead to the inflation trend in Australia (trimmed mean CPI at 3.4% y/y in January) remaining sticky above the RBA’s long-term inflation rate target of 2%-3%, RBA governor Bullock is likely to paint a hawkish guidance...

Maximusnd/iStock via Getty Images Overall, the fourth quarter reflected an optimistic but skeptical environment, with markets increasingly sensitive to macro and policy risks heading into 2026. - Osmosis Investment Management Market in Review The final quarter of 2025 was marked by a shift toward more cautious market sentiment following the strong risk-on environment of the third quarter. Volatility moved higher, as investors reassessed the pace and timing of monetary policy easing with central banks, such as the Federal Reserve, emphasizing inflation concerns, and with mixed economic data. Global equities delivered more mixed performance, with gains concentrated in large-cap technology and Artificial Intelligence (“AI”)-linked names, while market breadth weakened. Information Technology and Communication Services continued to benefit from sustained capital investment in artificial intelligence, though valuations faced greater scrutiny. Cyclical sectors lost momentum, as growth indicators softened, particularly in Europe, where manufacturing activity remained subdued. In the United States, equities ended the quarter modestly higher, supported by resilient corporate earnings despite signs of cooling in the labor market, but underperformed the ex-U.S. portion of the MSCI World Index. Chinese equities stabilized after a third quarter rebound, as policy support remained in place, but incremental stimulus disappointed some investors. Overall, the fourth quarter reflected an optimistic but skeptical environment, with markets increasingly sensitive to macro and policy risks heading into 2026. Global climate policy continues to diverge sharply. COP30 was held in November, with the U.S. remaining largely disengaged, reinforcing uncertainty for climate-linked regulation and investment. In contrast, the European Union consolidated its leadership, advancing legally binding emissions-reduction pathways, including a proposed 90% cut in emissions by 2040 and interim targets for 20...

NVDA Stock Today: March 17 – GTC reveals Vera Rubin, $1T AI demand Meyka

格隆汇3月17日｜据新浪科技，据悉阿里巴巴集团正推进一项内部计划，向员工提供Token额度，鼓励员工在工作中使用先进的AI模型与工具。根据该计划，阿里员工可免费使用悟空、Qoder系列等付费AI工具，用于技术研发和通用办公，公司将向员工提供Token额度。此外，员工购买百炼 Coding Plan会员或外部AI开发工具可以申请报销。

China’s state medical insurance fund saw its income grow faster than its expenditures for the first time in several years in 2025, according to a newly released government report. The National Healthcare Security Administration disclosed on March 16 that the basic medical insurance system covered about 1.331 billion people in 2025, an increase of 4.06 million from the previous year. The fund reported total revenue of 3.587 trillion yuan ($521 billion) and total expenditures of 3.001 trillion yuan. Among the enrollees, 388.56 million were enrolled in the employee insurance program and 942.12 million in the resident insurance program.

China’s state medical insurance fund saw its income grow faster than its expenditures for the first time in several years in 2025, according to a newly released government report. The National Healthcare Security Administration disclosed on March 16 that the basic medical insurance system covered about 1.331 billion people in 2025, an increase of 4.06 million from the previous year. The fund reported total revenue of 3.587 trillion yuan ($521 billion) and total expenditures of 3.001 trillion yuan. Among the enrollees, 388.56 million were enrolled in the employee insurance program and 942.12 million in the resident insurance program.

格隆汇3月17日｜浙江交科公告，2025年9月至2026年3月，公司收到江山市土地储备中心补偿款共计人民币2.33亿元。截至本公告披露日，公司累计收到江山市土地储备中心补偿款共计人民币5.28亿元。后续，公司将根据《江山基地关停及收储补偿协议》之补充协议积极推进相关款项催收工作，并按照《企业会计准则》等相关规定进行账务处理，具体结果仍须以会计师年度审计确认后为准。

价格的无序波动令老手也难以判断后市。 近期，茅台价格再现波动。在上周短暂回暖后，目前散瓶飞天茅台批发价再度回落至1560元/瓶左右。据多位酒商和黄牛介绍，这主要与茅台策略调整，以及春节后白酒消费进入传统淡季、需求减弱有关。持续的波动也让渠道持币观望，操作趋于谨慎。 进入3月以来，茅台批发价格波动明显加剧。第三方报价平台数据显示，3月10日，原箱普茅批价从月初的1700元/瓶跌至1560元/瓶左右，散瓶跌至1540元/瓶；3月14日，原箱批价回升至1620元/瓶，但近两日价格又有所下滑。 有江苏酒商向记者表示，当前当地市场散瓶茅台拿货价多在1560元/瓶左右，原箱货源相对较少，价格在1600元至1610元/瓶。近期价格波动主要受节后淡季影响，市场需求显著减少。天津酒商王伟也透露，今年节后淡季如期而至，酒水生意相比往年更显冷清。 价格的不稳定使得酒商与黄牛普遍保持谨慎。一位从事多年茅台生意的黄牛告诉记者，近期同行间交流密切，普遍关注茅台“i茅台”业务的新变化，认为这一新模式打破了以往传统操作方式。过去茅台价格呈现庄家控盘模式，经销商和中间商可通过囤货影响市场供给，进而控制价格。但目前价格的无序波动令老手也难以判断后市，大家更加注重风控，不敢轻易收货。 记者了解到，部分地区茅台回收价持续走低，目前多地散瓶茅台回收价已回落至1500元/瓶，意味着通过“i茅台”抢购的散瓶茅台已无溢价空间。 近期，渠道端反馈称，茅台已经公布了精品、生肖等非标茅台产品的代销政策细节。经销商需缴纳保证金获取资格，通过 i 茅台平台完成销售，而售价按平台统一价格执行，茅台将返利5%作为经销商利润，让经销商变成了服务商。业内解读此举为茅台进一步强化定价权，减少市场炒作行为。 白酒独立评论员肖竹青认为，渠道合作伙伴赚取的是服务费，与商品成交价格无关，这在一定程度上切断了渠道商和黄牛操纵茅台价格的路径。 值得注意的是，长期以来茅台指导价与终端市场价存在巨大价差，市场价格往往受渠道控制。随着新一轮调整深化，茅台在打击市场炒作方面已显现成效。但也有酒商表示担忧，认为围绕“i茅台”的新举措刺破了渠道泡沫，但抛开传统渠道的“蓄水池”，市场化带来的不确定性仍值得持续关注。

Earnings Call Insights: Contango Ore, Inc. (CTGO) Q4 2025 Management View Rick Van Nieuwenhuyse, President and CEO, highlighted that all-in sustaining costs (AISC) for 2025 came in at $1,616 per ounce, nearly matching the guidance of $1,625. He explained, "we're pleased to be slightly under guidance. I think guidance was $1,625. So I think a good job there." Van Nieuwenhuyse attributed the forecasted increase in 2026 AISC to $2,200–$2,300 per ounce to mine plan sequencing, particularly pre-stripping activities as the operation transitions from the North to the South pit, as well as potential cost inflation from external geopolitical events and fuel price risks. The CEO also noted the upcoming merger with Dolly Varden, emphasizing, "once the merger is completed, which is coming up here very shortly and get -- Dolly Varden comes with a significant amount of cash. So Mike $60 million number is actually going to grow significantly over $100 million, so with the Dolly Varden merger." J. Clark, Executive VP, CFO, & Corporate Secretary, reported that distributions from the Peak Gold JV totaled $102 million for 2025, with Contango recognizing $88.6 million in net income from its 30% JV stake. Clark explained, "the cash increase from $20 million to start the year to $65 million at the end of the year, that was primarily driven by the equity investment -- equity raise we did in September." He added that profits from Manh Choh were used to pay down debt and cover realized hedge losses. Outlook Management confirmed 2026 AISC guidance of $2,200 to $2,300 per ounce, citing the shift to the South pit and increased pre-stripping. For 2027, gold production guidance is 75,000–80,000 ounces at a cash cost of $1,200–$1,300, with Van Nieuwenhuyse stating, "that's pretty wild margin." CFO Clark stated, "our cash should stay relatively flat for this year. So we should finish the year around, say, $60 million. But then going into '27 and '28, you're going to be debt-free, hedge-free and ge...

浙江交科（002061）公告，2025年9月至2026年3月，公司收到江山市土地储备中心补偿款共计人民币2.33亿元。截至本公告披露日，公司累计收到江山市土地储备中心补偿款共计人民币5.28亿元。后续，公司将根据《江山基地关停及收储补偿协议》之补充协议积极推进相关款项催收工作，并按照《企业会计准则》等相关规定进行账务处理，具体结果仍须以会计师年度审计确认后为准。

格隆汇3月17日｜Omdia预计，2026年，增强现实（AR）、虚拟现实（VR）和混合现实（MR）近眼显示屏市场将首次突破10亿美元，达12亿美元，同比增长率超过200%。这一增长主要由硅基OLED（OLED on Silicon，OLEDoS）的广泛应用所推动，该技术也被称为Micro OLED，主要应用于智能眼镜和头戴式显示设备。

格隆汇3月17日｜据相关公司公告，加拿大亿万富翁斯蒂芬・史密斯（Stephen Smith ）及其家族控股公司已达成协议，收购《经济学人》杂志出版方的少数股权。两家公司的代表在电子邮件声明中表示，史密斯及其旗下史密斯金融公司已与现有股东林恩・福雷斯特・德・罗斯柴尔德、其家族及家族基金会达成协议，收购经济学人集团26.9% 的股份。史密斯的发言人表示：“此次投资体现了史密斯先生对《经济学人》长期以来严谨的编辑独立传统的全力支持，《经济学人》的战略与运营将继续保持不受影响。”

格隆汇3月17日｜日本动画制作公司亚细亚堂发布讣告称，公司原代表董事社长芝山努，于2026年3月6日因肺癌逝世，享年84岁。从1983年的《大雄的海底鬼岩城》到2004年的《大雄的猫狗时空传》，芝山努在长达20多年的时间里，执导了《哆啦A梦》22部剧场版电影。此外，其还在《忍者乱太郎》《樱桃小丸子》等众多作品中担任导演或总导演。