恒瑞医药(01276.HK)：两款注射液获临床试验批准，联合用于治疗特应性皮炎 FX168财经

大公司： 分析人士：虽然涉及华虹的利好传闻不断，英伟达GTC 2026大会可能也是引爆半导体板块的一个主因 3月16日午后，创业板指涨超1%。半导体、存储芯片板块持续走高。其中，总市值超2000亿的华虹公司A股一度大涨超16%，其H股一度大涨超11%。整个半导体板块被带飞，芯片ETF午后直线飙升，一度涨超2%。分析人士认为，虽然涉及华虹的利好传闻不断，英伟达即将召开的GTC2026大会可能也是引爆半导体板块的一个主因。另外，有消息称，联电、世界先进、力积电等晶圆代工厂涨价，涨价也成为另一个驱动因素。（券商中国） 抖音旗下科技公司在深圳成立新信息技术公司 36氪获悉，爱企查App显示，近日，深圳云启智合信息技术有限公司成立，法定代表人为张忠义，注册资本1000万元人民币，经营范围包括技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广、接受金融机构委托从事信息技术和流程外包服务、广告制作、数据处理和存储支持服务等。股东信息显示，该公司由抖音集团旗下深圳星罗拾光科技有限公司全资持股。 恩和科技发布全球首个面向生物制造领域的Physical AI平台SAION AI 36氪获悉，恩和科技正式发布全球首个面向生物制造领域的Physical AI平台：SAION AI。据介绍，SAION AI是一个包含认知、控制与闭环执行能力，能实现自主设计、直接参与并优化生物发现与生产工艺的Physical AI平台。 韩元对美元汇率收盘价跌至近18年来最低 3月16日，在国际油价持续走高的影响下，韩元对美元汇率收报于1497.5韩元（约合人民币6.9元），创下近18年来的最低点。当天在首尔外汇市场，韩元对美元汇率开盘报1501韩元，较前一交易日收盘价（以下午3时30分为准）下跌7.3韩元。之后一度反弹，但很快又重回下跌走势，最后收报于1497.5韩元，较前一交易日下跌3.8韩元。（界面） 周生生：预计2025财年来自持续经营业务的公司拥有人应占溢利16亿至17亿港元 36氪获悉，周生生在港交所公告，集团截至2025年12月31日止年度（2025财年）业绩，预计来自持续经营业务的公司拥有人应占溢利录得介乎16亿港元至17亿港元，而截至2024年12月31日止年度为7.72亿港元。 上海市新增1款已完成备案的生成式人工智能服务 36氪获悉，3月16日，据网信上海消息，截至3月16日，上...

海南省2026年一季度经济运行调度推进会16日在海口召开。会议强调，要突出“新”字，聚焦深海产业这一重点，统筹推进体系平台搭建、重大项目带动，向海洋要生产力和增长点；坚持“以场带产”发展火箭链、卫星链、数据链，赋能商业航天（886078）产业高质量发展；抢抓数字经济（885976）发展机遇，构建高效便捷安全的数据跨境流动机制，深化拓展“人工智能（885728）＋”多场景应用，推动经济发展向新向好。(财联社)

文章提及标的 三联锻造 -- 三联锻造（001282）公告，全资子公司芜湖兆联汽车轻量化技术有限公司拟投资约4亿元建设高温合金叶片产业化项目。项目计划在3年内投资完毕，主要生产燃气轮机叶片及大型环形锻件、高端设备发动机叶片及大型环形锻件等产品。

Elevation Point Wealth Partners LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 73.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,434 shares of the computer hardware maker's stock after purchasing an additional 67,029 shares during the period. NVIDIA makes up approximately 2.1% of Elevation Point Wealth Partners LLC's holdings, making the stock its 5th largest holding. Elevation Point Wealth Partners LLC's holdings in NVIDIA were worth $29,562,000 at the end of the most recent quarter. Get NVIDIA alerts: Sign Up Other institutional investors have also modified their holdings of the company. Center for Financial Planning Inc. boosted its position in shares of NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock worth $1,332,000 after buying an additional 367 shares during the period. Atria Investments Inc boosted its stake in shares of NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock valued at $148,859,000 after buying an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ acquired a new position in NVIDIA during the 3rd quarter worth $37,316,000. Oak Ridge Investments LLC grew its stake in NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock worth $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. grew its position in shares of NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock worth $6,808,000 after acquiring an additional 6,162 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock. Key Hea...

EagleClaw Capital Managment LLC decreased its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 5.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 57,867 shares of the enterprise software provider's stock after selling 3,230 shares during the quarter. Oracle makes up about 2.3% of EagleClaw Capital Managment LLC's holdings, making the stock its 10th biggest position. EagleClaw Capital Managment LLC's holdings in Oracle were worth $16,275,000 as of its most recent filing with the Securities & Exchange Commission. Get Oracle alerts: Sign Up Other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank purchased a new stake in shares of Oracle during the second quarter worth $4,275,378,000. Jennison Associates LLC boosted its position in Oracle by 2,062.4% during the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. grew its stake in Oracle by 2.8% in the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares in the last quarter. American Century Companies Inc. increased its position in Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock worth $1,473,137,000 after purchasing an additional 4,030,382 shares during the last quarter. Finally, Invesco Ltd. increased its position in Oracle by 42.1% in the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider's stock worth $1,932,507,000 after purchasing an additional 2,619,722 shares during the last quarter. 42.44% of the stock is currently owned by hedge ...

Elevation Point Wealth Partners LLC increased its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 206.8% during the third quarter, according to its most recent filing with the SEC. The fund owned 33,776 shares of the enterprise software provider's stock after buying an additional 22,766 shares during the quarter. Elevation Point Wealth Partners LLC's holdings in Oracle were worth $9,499,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up A number of other large investors have also added to or reduced their stakes in ORCL. Coatue Management LLC raised its position in Oracle by 24.3% in the third quarter. Coatue Management LLC now owns 4,796,157 shares of the enterprise software provider's stock worth $1,348,871,000 after acquiring an additional 938,895 shares during the period. Carter Financial Group INC. boosted its stake in Oracle by 20.4% in the third quarter. Carter Financial Group INC. now owns 6,364 shares of the enterprise software provider's stock valued at $1,790,000 after acquiring an additional 1,080 shares during the last quarter. Circle Wealth Management LLC grew its position in shares of Oracle by 4.7% during the 3rd quarter. Circle Wealth Management LLC now owns 26,305 shares of the enterprise software provider's stock valued at $7,398,000 after acquiring an additional 1,183 shares during the period. Community Bank N.A. increased its stake in shares of Oracle by 35.8% during the 3rd quarter. Community Bank N.A. now owns 2,578 shares of the enterprise software provider's stock worth $725,000 after purchasing an additional 680 shares during the last quarter. Finally, Clark Capital Management Group Inc. increased its stake in shares of Oracle by 26.0% during the 3rd quarter. Clark Capital Management Group Inc. now owns 15,644 shares of the enterprise software provider's stock worth $4,400,000 after purchasing an additional 3,233 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the compa...

Clough Capital Partners L P decreased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 22.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 85,033 shares of the iPhone maker's stock after selling 25,325 shares during the quarter. Apple accounts for about 1.9% of Clough Capital Partners L P's holdings, making the stock its 20th largest holding. Clough Capital Partners L P's holdings in Apple were worth $21,652,000 as of its most recent SEC filing. Get Apple alerts: Sign Up A number of other hedge funds also recently bought and sold shares of the business. Isthmus Partners LLC lifted its position in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC increased its holdings in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new position in Apple during the fourth quarter worth $65,000. Finally, 49 Wealth Management LLC lifted its holdings in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after purchasing an additional 40,543 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock. Apple Stock Performance NASDAQ:AAPL opened at $250.12 on Monday. The company has a market cap of $3.67 trillion, a P/E ratio of 31.62, a P/E/G ratio of 2.23 and a beta of 1.10. Appl...

City of London Investment Management Co. Ltd. raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 67.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 388,621 shares of the computer hardware maker's stock after purchasing an additional 156,467 shares during the quarter. NVIDIA accounts for 5.4% of City of London Investment Management Co. Ltd.'s investment portfolio, making the stock its 5th biggest holding. City of London Investment Management Co. Ltd.'s holdings in NVIDIA were worth $72,507,000 as of its most recent filing with the Securities and Exchange Commission. Get NVIDIA alerts: Sign Up Other large investors have also modified their holdings of the company. Winnow Wealth LLC acquired a new position in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA in the 2nd quarter worth $40,000. Sellwood Investment Partners LLC purchased a new stake in shares of NVIDIA in the third quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA in the second quarter valued at about $54,000. Hedge funds and other institutional investors own 65.27% of the company's stock. Insider Buying and Selling at NVIDIA In other news, CFO Colette Kress sold 20,000 shares of the firm's stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares in the company, valued at $16,352,503.20. This trade represents a 17.69% decrease in their own...

Clough Capital Partners L P lifted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 209.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 193,070 shares of the computer hardware maker's stock after purchasing an additional 130,620 shares during the period. NVIDIA accounts for approximately 3.2% of Clough Capital Partners L P's holdings, making the stock its 8th largest holding. Clough Capital Partners L P's holdings in NVIDIA were worth $36,023,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Joule Financial LLC grew its position in shares of NVIDIA by 2.2% during the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after buying an additional 50 shares during the period. Vision Financial Markets LLC raised its position in shares of NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after acquiring an additional 53 shares during the period. Websterrogers Financial Advisors LLC boosted its stake in NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock worth $395,000 after acquiring an additional 54 shares during the last quarter. IMG Wealth Management Inc. grew its holdings in NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock valued at $713,000 after purchasing an additional 54 shares during the period. Finally, Cyr Financial Inc. grew its holdings in NVIDIA by 0.7% during the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker's stock valued at $1,444,000 after purchasing an additional 54 shares during the period. Ins...

Elevation Point Wealth Partners LLC lowered its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 25.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 10,487 shares of the electric vehicle producer's stock after selling 3,598 shares during the quarter. Elevation Point Wealth Partners LLC's holdings in Tesla were worth $4,664,000 at the end of the most recent reporting period. Get Tesla alerts: Sign Up Several other institutional investors also recently bought and sold shares of the business. Narwhal Capital Management lifted its holdings in Tesla by 32.8% during the third quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer's stock valued at $4,232,000 after purchasing an additional 2,350 shares in the last quarter. Gamco Investors INC. ET AL increased its stake in shares of Tesla by 29.6% during the third quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer's stock worth $14,487,000 after purchasing an additional 7,446 shares in the last quarter. Norges Bank purchased a new stake in shares of Tesla during the second quarter worth about $11,839,824,000. China Universal Asset Management Co. Ltd. raised its position in shares of Tesla by 8.8% during the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer's stock worth $21,571,000 after purchasing an additional 3,935 shares during the last quarter. Finally, Ashton Thomas Private Wealth LLC lifted its stake in Tesla by 26.0% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer's stock valued at $8,019,000 after buying an additional 3,724 shares in the last quarter. 66.20% of the stock is owned by institutional investors and hedge funds. Key Headlines Impacting Tesla Here are the key news stories impacting Tesla this week:...

CSM Advisors LLC lowered its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 21.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 141,263 shares of the iPhone maker's stock after selling 39,692 shares during the quarter. Apple comprises approximately 1.0% of CSM Advisors LLC's investment portfolio, making the stock its 21st biggest holding. CSM Advisors LLC's holdings in Apple were worth $35,969,000 at the end of the most recent quarter. Get Apple alerts: Sign Up Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. boosted its position in Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock worth $290,506,933,000 after acquiring an additional 15,141,995 shares during the period. State Street Corp grew its stake in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after purchasing an additional 4,942,638 shares during the period. Norges Bank bought a new stake in shares of Apple during the second quarter valued at about $38,942,255,000. Finally, Northern Trust Corp raised its stake in shares of Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds. Wall Street Analyst Weigh In A number of equities analysts recently issued reports on AAPL ...

Dorsey Asset Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 35.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 429,318 shares of the information services provider's stock after selling 232,672 shares during the quarter. Alphabet comprises approximately 9.4% of Dorsey Asset Management LLC's portfolio, making the stock its 6th biggest position. Dorsey Asset Management LLC's holdings in Alphabet were worth $104,560,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Other hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in Alphabet during the 2nd quarter valued at about $4,298,572,000. JPMorgan Chase & Co. grew its holdings in Alphabet by 8.6% in the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider's stock worth $24,240,469,000 after purchasing an additional 7,904,434 shares during the period. Vanguard Group Inc. grew its holdings in Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock worth $73,927,821,000 after purchasing an additional 5,182,111 shares during the period. Assenagon Asset Management S.A. increased its stake in shares of Alphabet by 73.5% during the third quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider's stock valued at $2,388,775,000 after purchasing an additional 4,154,929 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its stake in shares of Alphabet by 17,547.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider's stock valued at $731,331,000 after purchasing an additional 4,099,366 shares in the last quarter. Institutional investors own 27.26% of the company's stock. Analy...

Coatue Management LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 15.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,729,211 shares of the electric vehicle producer's stock after selling 307,780 shares during the period. Tesla accounts for about 1.9% of Coatue Management LLC's investment portfolio, making the stock its 18th biggest holding. Coatue Management LLC owned about 0.05% of Tesla worth $769,015,000 as of its most recent filing with the Securities and Exchange Commission. Get Tesla alerts: Sign Up A number of other large investors have also recently modified their holdings of the stock. Narwhal Capital Management boosted its holdings in Tesla by 32.8% in the third quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer's stock worth $4,232,000 after acquiring an additional 2,350 shares in the last quarter. Gamco Investors INC. ET AL grew its stake in shares of Tesla by 29.6% in the third quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer's stock worth $14,487,000 after acquiring an additional 7,446 shares during the last quarter. Norges Bank bought a new position in shares of Tesla during the second quarter valued at $11,839,824,000. China Universal Asset Management Co. Ltd. raised its position in shares of Tesla by 8.8% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer's stock worth $21,571,000 after purchasing an additional 3,935 shares during the last quarter. Finally, Ashton Thomas Private Wealth LLC boosted its stake in Tesla by 26.0% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer's stock worth $8,019,000 after purchasing an additional 3,724 shares in the last quarter. Institutional investors own 66.20% of the company's stock. Key Stories Im...

Clark Capital Management Group Inc. boosted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 13.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,681 shares of the electric vehicle producer's stock after acquiring an additional 4,800 shares during the quarter. Clark Capital Management Group Inc.'s holdings in Tesla were worth $17,647,000 at the end of the most recent reporting period. Get Tesla alerts: Sign Up Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in shares of Tesla by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock valued at $112,241,237,000 after purchasing an additional 995,623 shares during the last quarter. Capital World Investors grew its holdings in shares of Tesla by 5.8% during the 3rd quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after purchasing an additional 2,403,019 shares during the last quarter. Norges Bank acquired a new position in Tesla during the 2nd quarter worth approximately $11,839,824,000. Legal & General Group Plc increased its position in Tesla by 5.9% during the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after purchasing an additional 1,134,678 shares in the last quarter. Finally, Amundi lifted its stake in Tesla by 20.4% in the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock valued at $6,374,284,000 after purchasing an additional 3,422,270 shares during the last quarter. 66.20% of the stock is currently owned by institutional investors. Wall Street Analysts Forecast Growth A number of analysts have weighed in on the stock. China Renaissance boosted their target...

泰国将于3月19日举行总理选举 2026-03-16 17:39:09 来源： 同花顺7x24快讯 分享 总台记者获悉，当地时间3月16日下午，泰国国会主席宣布将于3月19日举行总理选举。(央视新闻)

South Africa is seeking alternate suppliers of fuel as disruptions to imports from the Middle East pose the biggest threat to the nation from the war on Iran. President Cyril Ramaphosa ’s government is in talks to find more supply options after the conflict reduced traffic from the critical Strait of Hormuz to a trickle, Minister of Mineral and Petroleum Resources Gwede Mantashe said at a conference in Cape Town on Monday. “For refined products we rely on the Middle East,” he said, adding that disruption to fuel shipments are the “biggest threat” to the country. South Africa has lost half its refining capacity in the past few years as plants closed because of accidents and a lack of investment. Oman, Bahrain and United Arab Emirates are among South Africa’s top diesel suppliers as its share of imports grows. Mantashe reiterated an earlier warning by the department that regulated prices will surge at the end of the month.

While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors. Just because a company is in the Dow Jones doesn’t mean it’s a great investment, and StockStory is here to help you separate winners from laggards. Keeping that in mind, here are two Dow Jones stocks that could be good additions to your portfolio and one that may face some trouble. One Stock to Sell: Caterpillar (CAT) Market Cap: $322.9 billion With its iconic yellow machinery working on construction sites, Caterpillar (NYSE:CAT) manufactures construction equipment like bulldozers, excavators, and parts and maintenance services. Why Are We Wary of CAT? Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last two years High input costs result in an inferior gross margin of 29.2% that must be offset through higher volumes Earnings per share have contracted by 5.2% annually over the last two years, a headwind for returns as stock prices often echo long-term EPS performance Caterpillar is trading at $694.70 per share, or 30.6x forward P/E. Dive into our free research report to see why there are better opportunities than CAT. Two Stocks to Watch: Amazon (AMZN) Market Cap: $2.23 trillion Founded by Jeff Bezos after quitting his stock-picking job at D.E. Shaw, Amazon (NASDAQ:AMZN) is the world’s largest online retailer and provider of cloud computing services. Why Does AMZN Stand Out? Amazon revolutionized the way consumers shop. This isn’t the only tailwind to its impressive revenue growth, as its highly profitable AWS segment has also driven top-line momentum. The company's best-in-class revenue growth coupled with modest operating leverage on its past infrastructure investments has led to elite EPS growth over a multi-year period. Though dominant, Amazon's capital-intensive e-commerce business means its profitability is str...

格隆汇3月16日｜摩根大通将Ulta Beauty的目标价从800美元下调至750美元，维持“增持”评级。(格隆汇)

Coatue Management LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,091,574 shares of the information services provider's stock, valued at approximately $509,403,000. Alphabet comprises approximately 1.2% of Coatue Management LLC's holdings, making the stock its 25th biggest holding. Get Alphabet alerts: Sign Up Other hedge funds and other institutional investors also recently bought and sold shares of the company. University of Illinois Foundation acquired a new position in shares of Alphabet during the 2nd quarter worth about $31,000. Imprint Wealth LLC acquired a new stake in shares of Alphabet during the 3rd quarter worth about $31,000. Manning & Napier Advisors LLC purchased a new stake in Alphabet during the third quarter worth approximately $32,000. Tripletail Wealth Management LLC purchased a new stake in Alphabet during the third quarter worth approximately $40,000. Finally, Retirement Wealth Solutions LLC boosted its holdings in Alphabet by 145.0% in the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock valued at $48,000 after purchasing an additional 116 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds. Trending Headlines about Alphabet Here are the key news stories impacting Alphabet this week: Insider Activity In other news, Director John L. Hennessy sold 600 shares of the company's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $306.73, for a total value of $184,038.00. Following the completion of the sale, the director directly owned 20,624 shares of the company's stock, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a fil...

China is tightening its curbs on fertilizer exports as the war in Iran disrupts trade of key crop nutrients, driving up prices globally. The government has asked exporters to halt outbound shipments of nitrogen-potassium fertilizer blends, people familiar with the matter said. Beijing also reiterated existing export restrictions on urea, quashing traders’ hopes that new sales quota would be issued soon, they said. A video guide to reading Bloomberg Chinese news here. The moves are part of an effort to secure domestic supplies and stabilize prices as farmers in the agricultural powerhouse gear up for spring planting and demand peaks. China is a top consumer of fertilizers — and has been a significant exporter — but any shortage of the essential crop inputs could threaten grain security in the country. With the latest measures, the country has effectively halted outflows of most fertilizer types, including compound varieties, said the people, who asked not to be named as they were not authorized to talk to the media. A key exception is ammonium sulfate, which made up about half of the country’s fertilizer shipments last year and is so far unaffected, they added. China’s National Development and Reform Commission, General Administration of Customs and Ministry of Commerce didn’t immediately reply to faxes seeking comment. The conflict in the Middle East has choked fertilizer supplies from a major production and export hub, sending prices surging worldwide. That includes China, where spot prices of urea, the most widely used nitrogen fertilizer, have jumped nearly 40% since the US-Israeli attacks in Iran began, Green Markets data shows. India Asks China for Urea as War-Induced Gas Crunch Bites Iran War Snarls Key Global Hub for Fertilizer Supplies India, Bangladesh Urea Firms Shut Units as War Cuts LNG Flow Farmers from the US to Asia and Europe have been rushing to secure supplies and lock in prices since the war’s outbreak. Indian officials also recently approached Ch...

Clough Capital Partners L P grew its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 173,016 shares of the information services provider's stock after purchasing an additional 18,605 shares during the period. Alphabet accounts for about 3.7% of Clough Capital Partners L P's investment portfolio, making the stock its 4th largest position. Clough Capital Partners L P's holdings in Alphabet were worth $42,138,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also modified their holdings of the company. Robinson Smith Wealth Advisors LLC boosted its position in Alphabet by 1.8% during the third quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider's stock worth $504,000 after acquiring an additional 36 shares during the last quarter. Searle & CO. grew its stake in Alphabet by 0.6% in the 3rd quarter. Searle & CO. now owns 5,703 shares of the information services provider's stock worth $1,389,000 after acquiring an additional 36 shares during the period. Navellier & Associates Inc. raised its holdings in Alphabet by 0.6% in the 3rd quarter. Navellier & Associates Inc. now owns 5,846 shares of the information services provider's stock valued at $1,424,000 after acquiring an additional 36 shares during the last quarter. BankPlus Wealth Management LLC lifted its stake in shares of Alphabet by 1.2% during the 3rd quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock worth $766,000 after purchasing an additional 37 shares during the period. Finally, Activest Wealth Management lifted its stake in shares of Alphabet by 0.5% during the 3rd quarter. Activest Wealth Management now owns 7,997 shares of the information services provider's stock worth $1,948,000 after purchasin...

在伊朗冲突搅动了金融市场和油价的大背景下，日本央行再次陷入两难：是该暂停加息，还是继续推进加息？ 中东紧张局势的升级推高了原油价格。日本央行原本致力于实现由薪资增长和需求（而非成本上涨）所支撑的2%稳定通胀目标，但油价上涨令这一努力变得更加复杂。 能源价格飙升一方面推高了整体通胀率，这或许为加息提供了理由；但另一方面，这又可能打击日本的消费支出，并让企业承压，尤其是那些本已在进口成本问题上举步维艰的小企业。 如果日本央行选择按兵不动，顾及政治和经济增长方面的担忧，则可能面临日元进一步走软的风险，而这会让能源进口变得更加昂贵。如果日本央行通过继续加息来遏制通胀、提振日元，又恐将扼杀脆弱的经济复苏。 当前的局面与俄乌冲突后的情形如出一辙。当时，进口价格飙升迫使包括美联储和欧洲央行在内的全球各大央行迅速上调政策利率。 而那时，日本正深陷通缩泥潭，实施著全球最宽松的货币政策。日本央行当时得以利用这轮通胀，最终结束了长期的量化宽松计划。 然而，日本央行决策者表示，这次日本所处的背景不同，他们希望避免陷入误读了通胀信号、以至于等得太久才调整利率的陷阱。 了解决策层想法的人士称，如今日本企业和家庭的通胀预期终于开始形成，基础价格涨幅也正接近日本央行2%的目标，日本央行可能已没有多少时间来仔细考虑下一步要如何行动。 上述知情人士表示，尽管地缘政治动荡，日本央行官员仍坚持寻求加息，但由于金融市场依然不稳，中东局势前景高度不确定，本周会议上将很难采取行动。 市场押注日本央行本周加息的可能性几乎为零，而对于日本央行在4月份的下一次会议上加息的可能性，市场预期约为60%。届时，日本央行将发布对经济增长和价格的最新预测。 另一个复杂因素是日本政府对中东危机的反应。日本首相高市早苗（Sanae Takaichi）的政策目标坚定地以经济增长为中心，这意味著她倾向于宽松的金融环境，以缓解供应冲击。 虽然政府正试图通过发放汽油补贴和释放石油储备来缓冲对实体经济的冲击，但依然面对一个更加系统性的挑战：日元的持续疲软。 日本央行行长植田和男（Kazuo Ueda）已承认，与过去相比，现在的汇率波动更容易影响国内物价，因为企业在将增加的成本转嫁给消费者方面变得更加自如。 大和证券（Daiwa Securities）经济学家Kenji Yamamoto说：“如果油价居高不下或继续攀升，就存在一种恶性循环的风...

格隆汇3月16日｜印度政府官员：部分城市燃气公司正向液化石油气用户发放激励，鼓励其改用管道天然气。

Source: Bloomberg, 16:19

蓝晓科技（300487）公告，公司与HANACOLLA S.A.签订的《3000吨电池级碳酸锂提锂装置销售合同》因项目整体规划发生变化，双方友好协商一致同意终止。合同金额为2500万美元，HANACOLLA已支付250万美元预付款并放弃退还要求，同时在《终止协议》签署之日3个工作日内支付150万美元。此次终止不会对公司当期经营业绩及财务状况产生重大影响。