The S&P 500 Index ($SPX) (SPY) today is up +1.23%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.06%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.30%. March E-mini S&P futures (ESH26) are up +1.15%, and March E-mini Nasdaq futures (NQH26) are up +1.27%. Stocks are moving sharply higher today, supported by lower crude oil prices and bond yields. Crude prices are down more than -3% after several oil tankers managed to move through the Strait of Hormuz over the weekend, raising hopes that the waterway could soon reopen. India is attempting to get six other vessels through the strait, while a number of other countries are trying back channels to Iran to ensure safe passage for their ships. The slump in crude prices has knocked the 10-year T-note yield down -5 bp today to 4.23%. The war with Iran is in its seventeenth day with no end in sight. The US hit military sites over the weekend on Kharg Island, from which Iran exports almost all of its oil. Meanwhile, Iran launched fresh attacks across the Persian Gulf, disrupting shipments at a key United Arab Emirates oil hub and halting flights at Dubai’s airport. President Trump said the US is talking to Tehran but that he’s not sure if the Iranians are “ready.” Iranian Foreign Minister Abbas Araghchi said that Iran hadn’t asked for talks or a ceasefire. President Trump said that he is “demanding” that other countries contribute to the defense of the Strait of Hormuz and that NATO would face a “very bad” future if member states failed to help in Hormuz. Crude oil prices remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on ship...

Monday, March 16th, 2026 Pre-market futures are off the early morning highs right before 8:00am this morning, but still solidly in the green this week of St. Paddy’s Day. The Dow is +313 points at this hour, +0.67%, the S&P 500 +59 points, +0.89%, the Nasdaq +265 points, +1.09% and the small-cap +27 points, +1.11%. The main reason for this new-found optimism? Crude oil futures are down. The WTI spot price is back below $100 per barrel (/bbl) to $95.82/bbl, down nearly -3%. Brent crude is also lower, but by a more stingy -0.57% to $102.55/bbl. There were no new calamities in the Middle East over the weekend (the already established calamities were enough, apparently), so investors come into a new trading week with an added dollop of hopefulness. Empire State Manufacturing -0.2 in March For the first time since December, the Empire State Manufacturing Survey came in with a negative headline for March: -0.2. Analysts had been expecting this to come in around +3 or +4, but with Shipments falling off and Delivery Times more than tripling for the month. This is the third negative print in the past nine months, with capital spending expected to pick up somewhat in the months ahead. Dollar Tree Beats on Q4 Earnings Ahead of today’s open, discount retailer Dollar Tree DLTR outperformed on Q4 earnings by 3 cents to $2.56 per share. Revenues of $5.49 billion improved over the expected $5.47 billion, and shares are up +1.4% on the news so far in today’s pre-market. This takes a modest bite out of the company’s -12% loss in share price year to date. What to Expect from the Stock Market This Week We’ve got around four weeks before the big banks start reporting Q1 earnings numbers, signaling the unofficial start of another earnings season. But this week, we have many big players reporting earnings, even if the overall amount of companies is low. Oklo OKLO and lululemon LULU report Tuesday, Micron MU and Macy’s M highlight Wednesday, and FedEx FDX and Alibaba BABA post numbers on T...

In a surprise launch on Monday, Apple unveiled the AirPods Max 2, the successor to its premium headphones that launched in 2020. The Max 2 cost $549, and feature active noise cancellation, Apple’s audio-specific H2 chip, support for live translation, better sound quality, and more. The headphones will be available to order starting March 25, in midnight, starlight, orange, purple, and blue colors, and will be available from early next month. Apple says the new headphones’ active noise cancellation (ANC) is up to 1.5x more effective than their predecessor. And the Adaptive Audio feature lets the headphones automatically adjust the levels of ANC and Transparency based on the user’s surroundings to optimize the listening experience. The company says Transparency mode is now more natural, thanks to a new digital signal-processing algorithm optimized for the H2 chip and the AirPods Max microphone array, so users can stay aware of their surroundings and the people around them. Image Credits:Apple The headphones come with Live Translation, which helps users communicate across languages in person. They also feature voice isolation, which uses “advanced computational audio” to prioritize your voice during calls and block out ambient noise. Apple says the AirPods Max 2 has a new, high-dynamic-range amplifier for cleaner audio, and Spatial Audio is said to be better, with improved localization of instruments, better bass response, and natural mids and highs. With Camera Remote, users can capture content from a distance by pressing the Digital Crown to take a photo or start and stop video recording in the Camera app or compatible third-party camera apps on iPhone or iPad. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-definin...

Alphabet (GOOG) is Gaining from Double Tailwinds Insider Monkey

格隆汇3月16日｜据CCTV国际时讯，当地时间今天（3月16日）下午，伊朗伊斯兰革命卫队发布声明称，革命卫队发动了“真实承诺4”行动的第56波打击。声明称本轮打击的主要目标是以色列南方司令部和隶属于拉斐尔公司的战略导弹储存库，以及在卡塔尔的美军乌代德基地。本轮打击主要由“霍拉姆沙赫尔”、“伊玛德”和“卡德尔”导弹执行，最终“精准命中目标”。革命卫队无人机部队还对伊拉克埃尔比勒地区的目标实施了空袭。

Alex Potemkin Wall Street's major averages were higher on Monday as oil prices slightly declined and investors continued to keep their eyes on the U.S.-Israel-Iran conflict. The benchmark S&P 500 ( SP500 ) was last +1.3%, while the Nasdaq Composite ( COMP:IND ) was +1.5%, and the blue-chip Dow ( DJI ) was +1.2%. Over in the bond market, the benchmark 10-year Treasury yield ( US10Y ) was 5 basis points lower at 4.23%, while the 2-year Treasury yield ( US2Y ) dropped 5 basis points to 3.68%. Crude oil futures ( CL1:COM ) dropped to about $93, while Brent futures ( CO1:COM ) were at around $100. However, “gas prices in the U.S. have moved up to $3.72/gallon, their highest level since October 2023. The 27% spike over the last month ($2.93/gallon to $3.72/gallon) is the biggest we've seen in the past 30 years,” said Charlie Bilello, chief market strategist at Creative Planning. On the economic side, industrial production edged up 0.2% MoM in February, hotter than the +0.1% consensus but slowing from the 0.7% increase in January, according to the Federal Reserve. In addition, the Empire State Manufacturing Index for March dipped -0.20 vs. 3.9 consensus and 7.1 in February. “The Fed should not even think about cutting rates again until the 12% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having an inflation target if you're not going to adhere to it,” said Bilello. In other news, the Japanese government confirmed on Monday it released emergency oil reserves as part of a coordinated IEA mobilization prioritizing Asia and Oceania, AFP news agency reported. Also, according to Bloomberg News, Saudi Arabia is offering long-term customers the option of receiving their crude supply for April through the Yanbu Port on the Red Sea. Lastly, in tech, AI infrastructure company Nebius ( NBIS ) saw its shares rise 13.5% after Meta Platforms ( META ) committed to spending up to $27B over the next five years to access advanced AI ...

The U.S.-Iran war has fundamentally altered the security landscape in the Middle East. While the U.S. and Israel have reportedly achieved significant tactical milestones — most notably the assassination of Supreme Leader Ali Khamenei — Iran's strategy has pivoted from direct military engagement (where it is severely outmatched) to geographic and economic horizontal escalation. Investors should carefully consider what that means. This is not a political judgment. I will leave it to others to decide, particularly once more facts are known, whether the strikes were justified. Because perspective matters, it is unlikely that any observer can be entirely "bias-free". To the extent that I am predisposed one way or another, I should offer that my opinion is that military conflicts are almost always more complex, more expensive in terms of lives and treasure, longer lasting than those who initiate them expect, and the "victories" often Pyrrhic. The long-term repercussions of military action may only be known many years later as historians observe not just how it turned out for the parties to a military engagement, but also how that engagement shapes policy elsewhere. Alliances, security considerations, and military conflict do not take place in a vacuum. What is happening now will not just have short-term economic and military implications; it will also shape the strategies of nations around the world. Will it encourage or discourage economic warfare? Will it encourage or hasten nuclear proliferation? Or discourage and delay it? Will it increase secular liberalism or strengthen theocratic authoritarianism? Investors are obliged to identify different outcomes, assign probabilities to those outcomes, and assess the ramifications for valuing risk assets and constructing robust portfolios. Put simply, neither the supply, nor the demand, nor the price of oil, for example, entirely depends on the motives or justifications of the actors, although all three may be directly affected...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Stellantis is in talks with Xiaomi and Xpeng about potential electric vehicle collaboration, including investment and European production links. The discussions focus on expanding EV manufacturing and technology cooperation in Europe. Any agreement could reshape how Xiaomi approaches its global EV rollout and brand presence outside China. Xiaomi, trading under SEHK:1810, is drawing fresh attention as these talks surface around its push into electric vehicles. The share price is HK$35.2, with the stock up 4.5% over the past week, while the 1-year return shows a 36.9% decline. Over 3 years the return is described as very large, and over 5 years it stands at 31.6%, reflecting a mixed experience for longer term holders. For investors, potential collaboration with Stellantis could influence how Xiaomi allocates capital across hardware, software, and EV manufacturing, particularly in Europe. Any concrete deal terms, the scope of technology sharing, and production commitments would be key to understanding how this might shape Xiaomi's EV ambitions and its role in the global auto market. Stay updated on the most important news stories for Xiaomi by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Xiaomi. SEHK:1810 Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 1 risk and 4 things going right for Xiaomi that every investor should see. Quick Assessment ✅ Price vs Analyst Target : At HK$35.2 versus a consensus target of about HK$47.88, the price sits roughly 26% below analyst expectations. ✅ Simply Wall St Valuation : Shares are described as trading 30.6% below estimated fair value, flagging an undervalued status. ❌ Recent Momentum: The 30 day return of about 4.5% decline shows recent weakness despite the EV partnership headlines. There is only one way to know the right time to buy...

Dzmitry Skazau/iStock via Getty Images Market Overview Global markets in the fourth quarter were shaped by the interplay of central bank policy, shifting rate expectations, and recurring geopolitical and trade-related headlines. The Federal Reserve lowered rates at its final meeting of the year, but investors continued to debate how quickly additional easing might unfold as growth signals stayed resilient and inflation readings were interpreted through the lens of data disruptions tied to the government shutdown. Equity markets advanced in a more selective fashion, with ongoing enthusiasm around AI-related investment alongside periodic rotations that favored smaller-cap and value segments at times versus the most crowded mega-cap areas. Outside the U.S., a weaker dollar and relatively more attractive valuations supported international equities; within that, emerging markets also posted gains but tended to trail developed markets modestly, with dispersion across countries and style factors remaining an important driver of results. Meanwhile, intermittent tariff developments and geopolitical risks—including renewed tensions in the Middle East and Venezuela—contributed to bouts of volatility that influenced energy pricing and reinforced demand for perceived safe havens such as gold. Performance Summary Hartford Moderately Aggressive Allocation Fund (I share) was in line with its benchmark during the period. The main driver of the fund's underperformance versus the benchmark was performance of the underlying positions relative to their individual benchmarks. In particular, Hartford Core Equity Fund, Hartford World Bond Fund and Hartford Schroders International Contrarian Value Fund underperformed their respective benchmarks. Asset allocation decisions did not materially impact performance during the period. Positioning & Outlook Our stance remains overweight equities and underweight fixed income, with balanced regional and style exposure. We expect lower US interest rat...

文章提及标的 纯苯主力合约 -- 大商所纯苯主力合约大跌5%，报8005元/吨。

The US is letting Iran continue to ship its oil via the Strait of Hormuz, Treasury Secretary Scott Bessent told CNBC on Monday. “The Iranian ships have ​been getting out already, and we’ve let that ​happen to supply the rest of the world,” he was reported as saying . The Iran war is causing unprecedented turmoil in oil markets as traffic through the critical waterway — the export route for about a fifth of global supplies — remains almost halted. Benchmark Brent crude is trading above $100 a barrel for a third day following its most volatile week on record. Prices are up about 40% since the conflict began. Asked if there were ​any ⁠tools the Trump administration would use to mitigate higher oil prices — beyond the release of emergency reserves — Bessent said it would depend on how long ​the war lasts, according to CNBC.

文章提及标的 大豆 -- 美大豆 -- CBOT大豆（885810）主力合约跌超4%，现报1176.75美分/蒲式耳。

Walt Disney (NYSE: DIS) is often dismissed as a "legacy" entertainment company, but I think that's a mistake. In this video, I discuss why Disney could not only perform well going forward, but why it could be a trillion-dollar company within a decade. *Stock prices used were the morning prices of March 11, 2026. The video was published on March 16, 2026. Continue reading

Sue Thatcher/iStock Editorial via Getty Images Swedish electric vehicle manufacturer Polestar ( PSNY ) bolstered its balance sheet and increased its shareholder base with $300M in equity financing provided by Credit Agricole, Vida Finance S.A., Innovator Limited, and Proximaster Holdings Company Ltd. These purchasers have entered into a put option agreement with a wholly owned subsidiary of Geely Sweden Holdings, which provides them with an exit path in three years. At the close of the transaction, none of the purchasers will own more than 5% of Polestar’s ( PSNY ) outstanding equity. The price per Class A American Depository Share (ADS) at closing will be $19.34 each, the same purchasing price at the December 2025 $600M and February 2026 $400M equity financings. More on Polestar Automotive Holding Polestar Automotive: New Expansion Plans, But Old Concerns Persist Polestar Automotive Holding UK PLC (PSNY) Discusses Major Product Expansion and Sales Growth Strategy Update Transcript Polestar: 1-For-30 Stock Split Changes Nothing Polestar sets plans to launch four new models by 2028 Polestar to receive equity financing of $400 million

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) has introduced its Taurus 400G/lane optical DSP and Tomahawk 6 AI switch family, expanding its AI data center hardware lineup. The company is helping launch the Optical Compute Interconnect open standard with partners including AMD, Meta, Microsoft, Nvidia, and OpenAI. These developments aim to support higher bandwidth connectivity, power efficiency, and multi vendor interoperability for hyperscale AI data centers. Broadcom is already a key name in AI infrastructure, and this latest product and standards push reinforces that role. The share price sits at $322.16, with a 1 year return of 67.1% and a very large 3 year gain. This indicates that investors have been responding to the company’s position in high demand segments. In that context, new AI focused launches can be important signposts for how Broadcom is trying to extend its role in data center connectivity. For you as an investor, this news mainly relates to how future AI data centers might be wired and cooled, and who sets the rules for that hardware. The Taurus DSP, Tomahawk 6 at scale, and the OCI open standard together point to a push for multi vendor systems that can support rising AI workloads while aiming to manage power and performance. How these efforts relate to adoption, competitive positioning, and long term demand for Broadcom’s products will be key areas to monitor over time. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for Broadcom. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$322.16, the share price sits about 31% below the US$467.80 analyst consensus target. ⚖️ Simply Wall St Valuation : Shares...

The US and China are considering a new mechanism that could potentially oversee economic ties and manage bilateral concerns between the two geoeconomic competitors. “We talked about potentially having even a mechanism with the US and China, almost like what we might call a US-China Board of Trade,” US Trade Representative Jamieson Greer said in Paris Monday. He said it would serve as a way to formalize the kinds of things the US should be importing from and exporting to China. He spoke at the conclusion of a day and a half of meetings between US and Chinese economic officials that were planned to lay the ground for a Beijing summit between Presidents Donald Trump and Xi Jinping . Li Chenggang , China’s vice minister for commerce, said earlier Monday that that two sides discussed the idea of establishing a working group that would examine promoting cooperation mechanisms for bilateral trade and investment. Treasury Secretary Scott Bessent , briefing reporters along with Greer, said another feature of the talks was a very detailed discussion about the tariff regime that the Trump administration intends to implement. After Trump lost a landmark Supreme Court case that deemed his emergency duties illegal, officials have been working on replacing the previous duties using other legal authorities. Beijing Visit Bessent earlier Monday on CNBC sought to play down concerns over any delay to Trump’s China trip, which had been scheduled to start later this month. White House Press Secretary Karoline Leavitt said separately on Fox News that “I don’t think the meeting is in jeopardy, but it’s quite possible” it could be delayed. Read More: Bessent Plays Down Concern Over Any Trump China Trip Delay The US and China once had a broad mechanism for regular engagement on bilateral ties, known during the Obama administration as the Strategic and Economic Dialogue , but Trump abandoned that in his first term in office. Bessent and Greer have been instead leading talks with Vice Premier...

格隆汇3月16日｜美国财经网站investinglive表示，美元兑加元今日走低，因市场对全球风险情绪的改善（这与中东紧张局势的缓和有关）做出了反应。这种态度的转变推动了股市上涨、收益率上升、油价下跌以及美元整体走弱，从而对美元兑加元汇率造成了压力。

格隆汇3月16日｜据北京商报，“随着用户趋势和市场趋势的发展，全屋智能已经势在必行。2026年一定会是全屋智能爆发的元年，届时大家都会有更强的体验感。”美的中国区域首席营销官徐行对记者表示。这一论断不仅契合行业发展趋势，更与今年政府工作报告中“培育壮大新型消费，大力发展数字消费、绿色消费、健康消费”的战略方向高度契合。今年政府工作报告明确提出“推动消费从疫后恢复转向持续扩大”，场景消费在其中被赋予关键角色。据国家统计局数据，2025年我国场景化消费占比已突破40%，成为拉动内需的核心引擎。这一趋势在智能家居领域尤为显著，预计到2026年，中国全屋智能市场规模将达8000亿元，出货量超3亿台，渗透率突破35%。在万亿级市场的推动下，包括美的、华为等头部品牌纷纷推出万元级入门方案，推动行业进入规模化普及阶段。

冠盛股份（605088）公告，2026年3月13日，公司回购计划（883929）已实施完毕，已实际回购公司股份265.47万股，占公司总股本的比例为1.3095%，回购最高价为41.1元/股，回购最低价为33.09元/股，回购均价为37.75元/股，使用资金总额1亿元。

QUALCOMM Incorporated (QCOM) Is Gaining Attention: Key Information to Consider Before Investing Bitget

gpointstudio/iStock via Getty Images FirstCash ( FCFS ) is trading at a price-to-earnings ratio of around 27x at present after the share price has appreciated meaningfully over the recent years. The EPS grew at a CAGR of 15% over the last ten years, on a diluted basis. The ROE on common equity is approximately in the mid-teens (15%) , roughly matching the growth rate in EPS. While both return on equity and EPS growth suggest decent profitability and operating performance, nevertheless, current price-to-book stands at around 3.5-3.7x , which is on the higher side. I believe the current valuation, either on the basis of P/B or P/E, is generous for the entity. The current multiple already seems to incorporate the 15% historical ten-year growth rate to continue. But if, for any reason, growth contracts, the multiple can compress quickly. In addition, at current multiples, the stock does not possess much margin of safety. The market and investors at present are placing much value on the growth prospects of the entity rather than current earnings power. While that might be completely warranted, nevertheless that doesn’t leave much room for a fresh allocation. I don’t think it would be prudent to bet on further multiple expansion from this level. The returns would be broadly equivalent to the earnings growth of the company along with dividend returns, considering earnings multiples to be the same. However, the recent strong performance was also attributable to the precious metals uptrend, which also resulted in many traders entering the stock as a play on commodity tailwinds, thus causing an increase in share price in excess of EPS growth, leading to the PE expansion. Therefore, at the current price of around $190–$195 per share with FY25 earnings of roughly $7.5 per share, I would keep FCFS on a watchlist for now. Analysis FCFS is the largest pawn store operator in the U.S. and Latin America, with 3300+ stores in total. To put the scale of operations in perspective, the s...

记者获悉，耀才证券金融（HK1428）今晚公告表示，蚂蚁集团发起的要约收购已通过中国有关部门审批，预计将于3月30日完成交割。这意味着，此次收购最为关键的环节目前已完成。公告也提到，公司股票于16日短暂停牌后，17日开市起将复牌。(财联社)

为中国市场“量身定制”的大众，能不能成？ “2026年，是上汽大众的战略反攻之年。”近日，上汽大众销售与市场执行副总经理傅强向第一财经记者表示。根据规划，上汽大众全年将推出7款全新新能源车型，覆盖增程、插混和纯电三种技术路线。而这场反攻的先锋，是一款“有史以来最大的大众”——ID. ERA 9X。 3月16日，这款旗舰SUV正式亮相。作为大众集团全球首款9系产品，ID. ERA 9X不仅是大众品牌全球最大的车型，更是大众品牌首款增程车型。 对于增程式技术，大众中国前CEO冯思翰曾公开持保留态度，认为其属于过渡技术。但面对中国市场增程车型的持续热销，大众最终选择“听劝”入局。大众汽车乘用车品牌中国CEO齐泽凯向第一财经等媒体表示，中国市场纯电、混动等多种动力形式将长期并存，多元的产品阵容能让大众保持足够的灵活性。 这种转变背后是残酷的市场现实。乘联会数据显示，2025年增程式汽车累计零售量达123.5万辆。理想、问界等品牌凭借增程产品在高端市场站稳脚跟，零跑则依靠“纯电+增程”双动力策略登顶2025年新势力销冠。 作为后来者，ID. ERA 9X能否站稳脚跟，取决于它能否解决当下增程市场的核心痛点。动力系统上，新车搭载了被誉为“增程器机皇”的EA211 1.5T发动机。据官方透露，这套系统能将满电与亏电状态下的动力输出差异缩小至5%-8%，解决增程车型“满电一条龙，亏电一条虫”的普遍痛点。 电池方面，新车搭载65.2kWh大容量三元锂电池，CLTC纯电续航超过400km，追平了行业“大电池增程”的主流标准。后轮转向、双腔空悬、激光雷达高阶智驾等配置的加入，也显示出上汽大众在智能化层面的“补课”决心。 不过，ID. ERA 9X面临的并非一片坦途。 从市场格局看，增程赛道已变得拥挤不堪。2025年，市场上已有近50款增程车型同台竞技。2026年，小鹏、小米、比亚迪等玩家还将携“大电池增程”产品密集入场，理想L9将换装超70度电池，问界M9持续热销，智己LS9、小鹏X9增程版等新玩家虎视眈眈。 从销量数据看，增程市场的“蓝海”正在褪色。2025年增程车销量增幅放缓至3%，远低于纯电的24.4%和插混的8.8%。车型数量的增加并未带来销量的同步增长，反而摊薄了原有产品的份额。 但对于上汽大众而言，ID. ERA 9X不容有失。在新能源渗透率持续攀升的背景下，合资品牌普遍面临...

有投资者在投资者互动平台提问：请问目前贵公司的碳纤维（885650）复合材料有没有应用到商业航天（886078）或者低空飞行器上？北方长龙（301357）3月16日在投资者互动平台表示，公司碳纤维（885650）复合材料产品已应用于无人机（885564）相关产品，暂不涉及商业航天（886078）。公司无人机（885564）类相关业务及产品暂未形成大批量供应，该类业务收入占公司营业总收入比例极小，对公司总营业收入的贡献小，敬请广大投资者注意二级市场交易风险，理性投资决策。(每日经济新闻)

北京时间3月16日晚，美股周一早盘继续上扬，三大股指涨幅均超1%。主要股指试图从上周下跌势头中恢复。投资者关注伊朗战争的最新进展。布伦特原油失守100美元，WTI油价回落至每桶95美元以下。 道指涨523.96点，涨幅为1.13%，报47082.43点；纳指涨290.95点，涨幅为1.32%，报22396.31点；标普500指数涨80.13点，涨幅为1.21%，报6712.32点。 受一份报道影响，Meta股价上涨约3%，报道称该公司计划裁员20%以上，但公司称该报道为“推测性”。此外，英伟达股价在其GTC大会周一开幕前上涨逾1%。 此前，标普500指数录得连续第三周下跌，并于周五收于年内最低水平。该基准指数上周收盘下跌1.6%，而道指和纳指分别下跌约2%和1.3%。 油价上周上涨，布伦特原油自2022年以来首次收于每桶100美元上方。由于关键航运通道霍尔木兹海峡自战争爆发以来实际上已停止通行，原油价格飙升。 周一早盘交易中，WTI原油下跌3%，至每桶95美元左右，此前隔夜交易价格高于每桶100美元。布伦特原油下跌不到1%，至每桶102美元左右。 油价下跌之际，美国财政部长斯科特·贝森特周一表示，美国允许伊朗油轮通过霍尔木兹海峡。此外，美国官员称，美国将很快宣布组建一个多国联盟来护送船只通过海峡，这也推动了油价脱离高位。 特朗普总统周五下令打击位于哈尔克岛的伊朗军事资产。虽然这次袭击没有影响石油基础设施，但特朗普表示，如果伊朗继续封锁海峡，美国将考虑打击这些设施。 特朗普还在周末告诉媒体称，伊朗想达成协议，但他还没准备好。 沃顿商学院的杰里米·西格尔周一表示：“市场认为我们在伊朗问题上确实占上风，他们会达成协议，可能就在本周。当然，这里还有很多尾部不确定性，但可以肯定……市场现在确实在往这方面想。” 然而，尽管存在地缘政治紧张局势，股市抛售相对温和。标普500指数目前仅比今年早些时候创下的历史高点低5%。 Yardeni Research总裁埃德·亚德尼写道：“标普500指数表现出的韧性，归因于行业分析师对2026年和2027年每股收益的普遍预期日益乐观。显然，他们还没有意识到战争拖延和海峡关闭可能带来的负面后果。” 责任编辑：张俊 SF065

瑞士宝盛（BAOS）的Dario Messi在一份报告中表示，尽管私募信贷领域增长显著，但其并未构成系统性风险。这位固定收益主管表示，私募信贷与银行系统的关联仍然可控，监管机构密切监控着潜在的相互关联性和脆弱性。他说：“到目前为止，据我们所知，资产负债表外的脆弱性似乎相对可控，这得益于监管环境对此类潜在风险日益警惕。”(新浪财经)

格隆汇3月16日｜Investinglive分析师Adam Button，特朗普表示周一将召开新闻发布会，但确切时间似乎尚未公布，这与此次会议是闭门会议而非公开活动这一事实相符。如果要我猜测的话，这种白宫会议通常会在正常工作时间举行——大概是在上午晚些时候或者下午早些时候，大概在东部时间上午10点到下午2点之间。显然，关于伊朗战争的任何评论都会带有批评意味。也许他暗示的是自己将选择退出（或者宣布胜利），这就是为什么今天油市如此沉重的原因。局势变得一团糟，而且看起来“同盟国”并没有派人派遣海军去霍尔木兹清理这场混乱的局面。也有可能伊朗已经开始进行谈判，或者存在其他替代方案正在逐步展开。同样有可能的是，此次新闻发布会上不会有任何新的消息公布，轰炸和封锁仍将继续。目前来看，价格走势就是今天的主要信息。