Neilson Barnard/Getty Images Entertainment Icahn Enterprises Summary & Buy Thesis Icahn Enterprises ( IEP ) is a diversified holding company owning subsidiaries across the investment, energy, automotive, food packaging, real estate, home fashion, and pharma industries. Founded and operated by the infamous billionaire Carl Icahn, IE seeks to find undervalued companies in the Graham & Dodd tradition. The Company owns both private and public investment stakes, most notably in CVR Energy, Inc. IE has struggled over the past decade as its real estate portfolio has struggled, producing net losses in the past years. Many investors continue to question the validity of activist investors and their ability to produce alpha for their shareholders. Strong Dividend and Industrials Strength IE pays its shareholders a handsome dividend of 50c per quarter, which represents a 26.14% annual dividend yield. Despite lowering its dividend in past years to improve its FCF, the Company's depressed share price has bolstered its dividend returns. Recent operating performance has highlighted a potential turnaround in the works. Additionally, the recent oil price shock and underlying strength in industrials have bolstered its holding companies and public investments. CVR Energy, Inc. ( CVI ) is up ~40% since February 2026. Despite energy and industrials sector strength, IE is only up ~2.5% YTD. Recent Operating Results Highlight Strong Cash Position and Potential Turnaround Q4 2025 net income attributable to IEP was ~$1M, compared to a net loss of $98M in Q4 2024. The majority of this income came from its investment segment, which comprises various private investment funds. Its other operating segments, including real estate and energy, reported lackluster results. However, the Company continues to produce strong cash flow and has bolstered its balance sheet in recent quarters. IE's energy Adjusted EBITDA decreased by $48 million to $51M for Q4 2025 compared to $99M in Q4 2024. With the sharp...

Robert Way China's Alibaba Group ( BABA ) is set to launch an agentic AI service tailored for enterprise as soon as this week, Bloomberg reported, citing people familiar with the matter. The enterprise-focused AI agent product aims to help companies deploy task-performing assistants amid China's surging interest in AI agents like OpenClaw. The tool, built on Alibaba's ( BABA ) Qwen model, aims to gradually integrate with services such as online shopping site Taobao and fintech platform Alipay, the report added. It remains unclear how the Chinese company ( BABA ) will charge the businesses for this offering or to what extent it will integrate other in-house services. This rollout is part of a broader push by Alibaba ( BABA ) to strengthen its AI and cloud ecosystem and keep pace with a fast-moving domestic AI race. The team behind Alibaba's ( BABA ) communication platform, DingTalk, worked on the development of this tool. Recently, AliCloud ( BABA ) launched a dedicated mobile app, 'JVS Claw'—an AI intelligent body platform—based on the open-source OpenClaw framework that allows users to install and deploy OpenClaw within minutes. CEO Eddie Wu had promised over $53B of investment in AI last year after declaring artificial general intelligence (AGI) as the company’s top strategic objective. Since then, Alibaba ( BABA ) has reported triple-digit growth in its AI-related businesses, albeit from a relatively small base. More on Alibaba Alibaba's Q3 Earnings Could Trigger A Rebound (Preview) Alibaba: Macro Perspective On An 'Uninvestable' Stock From Deep Value To High Growth - Rethinking My Alibaba Position Earnings week ahead: FDX, BABA, XPEV, MU, GIS, DOCU, OKLO, ACN, and more Alibaba debuts OpenClaw app, intensifying China’s agentic AI race after Baidu’s DuClaw launch

第二艘国产大型邮轮“爱达.花城号”计划于3月20日在上海出坞。“爱达.花城号”邮轮总吨位达到14.19万吨。与首艘国产大型邮轮“爱达.魔都号”相比，“爱达.花城号”邮轮在设计和建造上进行了诸多改进。“爱达.花城号”比“爱达.魔都号”长了17.4米，公共区域面积更大，舒适度更高。根据计划，“爱达.花城号”邮轮将于今年5月底出海（885840）试航，预计年底前正式交付。(澎湃新闻)

The European Union is considering measures from carbon market changes to cutting energy taxes to curb prices boosted by the Middle East conflict, as concerns mount over their economic impact and increasing risks to supplies. European Commission President Ursula von der Leyen outlined on Monday options to lower power costs in a letter to the heads of government before their March 19 gathering. Her blueprint came after energy ministers representing the bloc’s 27 member states discussed prices as a precursor to the leaders summit. At stake is both the future of the European transition to a clean economy and a push to boost the competitiveness of the region’s heavy industry, which has blamed high energy costs for its weakening position against rivals from the US and China. EU governments are also concerned about the impact of the Iran war on inflation and a backlash from voters if the crisis hits heating and transport bills. “The most urgent matter, from both a competitiveness and an independence perspective is energy, in particular oil and gas,” von der Leyen wrote in the letter. “At present, the physical security of supply of the European Union is assured. But the increase of fossil fuel prices is already weighing on our economy.” The EU should address four components that determine electricity prices, she said. Those are the costs of power itself, grid charges, taxes and levies and carbon costs. Read More: EU Weighs Looser Carbon Rules, State Aid to Cut Energy Costs To decouple industrial power prices from more volatile wholesale markets, the commission will promote the use of Power Purchase Agreements and contracts for difference for all low-carbon generation capacities, according to the letter. The commission also highlighted the existing possibility for member states to offer electricity price relief to energy-intensive industries and use state aid to compensate for up to 80% of indirect carbon costs. Another tool that von der Leyen flagged is subsidizing or cappi...

初代奶茶大王，不想被时代抛弃。 超市货架尽头，几排冲泡奶茶安安静静地立在那里，像一群等不到人的老熟人。几米开外的奶茶店门前却人来人往，隔几分钟就有骑手推门而入，拎走一杯杯现制饮品。 这一幕，正在无数城市的角落里上演。 当新茶饮越开越多，喝奶茶变得越来越方便，冲泡奶茶被遗忘的速度，已比它当年走红的速度还要快。 靠冲泡奶茶起家的老玩家们，日子自然不好过。哪怕是曾经火遍全国，“一年卖出杯子连起来可绕地球一圈”的香飘飘（603711.SH），也不能幸免。 根据香飘飘此前发布的业绩预告， 2025年，公司归母净利润预计为1.02亿元到1.25亿元，同比减少50.59%到59.68%。 更值得关注的是，香飘飘明确对外表示，公司目前重点关注着餐饮渠道，后续还将持续深化区域业态探索，进一步挖掘餐饮渠道的潜在市场机会。 这家冲泡奶茶巨头可能已经意识到，单一依赖冲泡产品存在经营风险，但发力餐饮端，于香飘飘而言，依然是块难啃下的骨头。 押注餐饮，“初代奶茶大王”探索新机会 2017年，香飘飘推出Meco牛乳茶，开始正式布局即饮业务。而后数年，即饮业务的产品线逐渐铺开，形成了Meco如鲜、兰芳园等品牌，并逐渐发展出了果茶、冻柠茶、鸳鸯奶茶等多样产品。 Meco如鲜主打杯装果茶，以真果汁、原叶茶为卖点，主要面向年轻消费者；兰芳园则定位港式奶茶。 香飘飘方面曾表示，Meco果茶产品的增长是即饮业务的主要驱动力。围绕该产品，香飘飘在过去几年里深挖了以校园为主的原点渠道，同时挖掘礼品市场、零食渠道的机会。 但真正值得餐饮业内人士关注的，是它对餐饮渠道的试探。 2025年上半年， 香飘飘在部分地区开展了Meco 果茶餐饮定制款产品的试点探测工作， 培育餐饮场景消费习惯。针对餐饮渠道特性，公司还推出了定制化杯装即饮产品，定价策略贴合渠道需求。在最近接受调研者提问时，香飘飘亦用了“铺货优势明显”来形容Meco杯装果茶在餐饮端的应用。 不可否认，果茶产品与餐饮场景有天然契合点。比如，杯装形态适配餐饮场景，解腻属性契合火锅、烧烤等重口味餐饮，逻辑是通的。但落地并不容易。 △图片来源：香飘飘淘宝店铺 佐餐饮料领域已经挤满了竞争对手，从王老吉、加多宝到各类果汁、碳酸饮料，每一个都在争夺同一张餐桌。香飘飘要切走这一块， 需要的不只是产品，还有渠道渗透能力和终端执行效率。 数据也不会说谎。2024年前三季度，其冲泡...

格隆汇3月16日｜2026年3月12日，欧盟委员会发布公告称，应欧盟行业协会the EU Copper Tubes Defence Committee于2026年1月26日提出的申请，对原产于中国、墨西哥、越南和乌兹别克斯坦的铜管（Copper Tubes）发起反倾销调查。涉案产品的欧盟CN（Combined Nomenclature）编码为74111090（TARIC编码为7411109010）。本案倾销调查期为2025年1月1日至2025年12月31日，损害调查期为2022年1月1日至倾销调查期结束。

Malaysian construction giant Sunway Bhd. ’s 11 billion ringgit ($2.8 billion) takeover bid for IJM Corp Bhd. faces growing uncertainty after the target’s board and an independent adviser urged shareholders to reject the offer, citing valuation concerns. Analysts are divided on how investors should respond. IJM’s board backed an assessment by independent adviser M&A Securities, saying in a circular that the proposal was “NOT FAIR and NOT REASONABLE.” The board “unanimously recommends” that shareholders reject the offer, it said in the circular published on the Malaysian stock exchange on Friday. IJM rose as much as 3.9% on Monday, trimming its losses to about 15% since the bid was announced in January. Sunway has fallen about 7% over the same period and was little changed on Monday. Kenanga Research maintained its view that investors should reject the bid, saying the offer undervalues IJM’s growth trajectory, analyst Teh Kian Yeong said in a report on Monday. CIMB Securities advised investors to hold out for a better offer, noting Sunway’s bid price is about 10% below its 3.50 ringgit target for IJM shares. Multiple analysts noted that IJM has revealed plans to list its construction business down the road and to monetize its assets. “IJM’s latest proposals provide another pathway to unlock its deep value, with potential upside from capital management initiatives,” analyst Kenny Mak Hoy Ken wrote in a note. Sunway’s bid for IJM could reshape Malaysia’s construction industry by combining two of the country’s largest builders and property developers. The cash-and-share offer, launched at 3.15 ringgit a share, would create one of Malaysia’s biggest construction-linked conglomerates with greater scale to compete for major infrastructure and industrial work. The proposal has faced headwinds from the outset, with scrutiny over indigenous equity ownership requirements as well as an alleged corruption probe involving IJM. The takeover would also rank among the country’s large...

格隆汇3月16日｜布伦特原油日内涨超2.00%，现报102.93美元/桶；WTI原油日内涨1.39%，报100.68美元/桶。

格隆汇3月16日｜万华化学(600309.SH)发布业绩快报，2025年实现营业收入2032.35亿元，同比增长11.62%；归属于上市公司股东的净利润125.27亿元，同比下降3.88%。报告期内，公司深入贯彻“变革年”管理主题，以变革应对全球不确定性挑战，持续加大研发创新投入，深化行业整合与应用开发，多套新装置顺利投产，同时积极拓展全球市场空间，提升海外本土交付和技术服务能力，扩大全球品牌影响力，但受化工产品价格下行影响，净利润下降。

新鲜不如现做，现做不如在你眼前做。 本文由红餐网(ID：hongcan18)原创首发，作者：柯愉乐；编辑：方圆。 “长保不如短保，短保不如新鲜，新鲜不如现做，现做不如在你眼前做。” 合众合创始人姚哲的这句话，点出了当下餐饮行业“新鲜叙事”的终极方向——不是你做到了，而是顾客亲眼看见了，甚至亲身参与了。 但在实际经营中，大多数餐饮老板对于“新鲜”的投入，还停留在第一步：告诉顾客我很新鲜，在菜单上标注“现捞活鱼”，在海报上写着“每日新鲜直送”……但说了，顾客真的就信吗？ 锅圈食汇创始人杨明超曾提到，人对任何事物的认知都来自五觉—— 看到、听到、尝到、闻到、摸到，最后形成心觉 。这段话揭示了一个关键逻辑：顾客对新鲜的信任，不是通过被告知建立的，而是靠实实在在的感知积累起来的。 如何真正让顾客感知新鲜，可以分为三个层次—— 告知、呈现、参与 ，层层递进，每一层都有对应的实操方法，关键在于你现在处在哪一层，还差哪几步。 01.做好信息公开，让顾客知道你的新鲜 这是门槛最低，也最容易被做烂的一层。 核心动作就是 把食材的来源、到店时间、处理方式等，向顾客讲述清楚 ，帮助顾客消除疑虑，建立起基础信任。 连锁品牌的做法可以提供参考方向。 九毛九集团去年12月启动了透明菜单分类制度，将菜品按照主材的鲜活属性和预处理程度，划分为ABCD四个类别：A类代表新鲜现做，D类含熟制原料。顾客在点单时一目了然。转型后的“新太二”门店还在入口处设置一块小黑板，实时公示当日食材的到货信息，如“凌晨5:30送达：活鱼200条、鲜鸡18只、鲜猪肉7斤……”。 大米先生的做法也类似：门头直接打出“鲜肉鲜菜、小锅现炒”的标语，门口摆放着螺丝椒、芋头、西红柿等不少新鲜食材。食材旁边也有一块黑板，手写当天肉类食材的采购价格。 喜茶则在去年10月上线了全链路品质溯源系统，消费者通过扫码即可查看茶叶、水果等原料的产地与历程。早在2023年，喜茶主动公开多款饮品配方表的举动，就曾引发广泛关注与讨论。 对于中小门店而言，完全复刻连锁企业的系统性做法可能有一些门槛，但不妨借鉴其思路，用一些小成本动作达到相似的效果。 比如 在菜单、海报或桌贴等物料上多一些具体表达 ——把“新鲜牛肉”换成“从屠宰场到餐桌不超过x小时”，把“当日食材”换成“每日x点到货、x点停止供应”……这种具体详细的信息公开，成本几乎为零，却能大幅打消顾客...

格隆汇3月16日｜伽马数据发布《2026年2月中国游戏产业月度报告》，2026年2月，中国国内游戏市场实际销售收入为332.31亿元，环比增长2.35%，同比增长18.96%。其中，中国移动游戏市场实际销售收入227.29亿元，环比增长0.48%，同比增长9.05%；中国客户端游戏市场实际销售收入88.70亿元，环比增长7.70%，同比增长56.75%。中国自主研发游戏海外市场实际销售收入21.14亿美元，环比增长1.77%，同比增长40.46%。

文章提及标的 南网储能 -- 抽水蓄能 -- 储能 -- 南网储能（600995）公告，公司投资建设广东新丰抽水蓄能（885935）电站，动态总投资额约73.79亿元，其中项目资本金20%，银行贷款80%。该投资事项尚需提交公司股东会审议。

The S&P 500 (^GSPC 0.61%) is widely regarded as the best benchmark for the U.S. stock market because it covers about 80% of domestic equities by market value. The index is currently 5% below its record high after falling in three straight weeks. Several factors have contributed to the drawdown: President Trump's tariffs have coincided with weak gross domestic product (GDP) and jobs growth. Oil prices have skyrocketed to their highest levels in nearly four years. Midterm election years are fraught with policy uncertainty. The stock market is expensive by historical standards. History says the S&P 500 could decline even further in the remaining months of the year as those situations continue to develop. Here's what investors should know. President Trump's tariffs have coincided with weakness in the U.S. economy Trump has reshaped the global trade landscape by imposing sweeping tariffs on sector-specific goods and imports from most countries. "We are quickly building the greatest economy in the history of the world," he wrote in January. But that statement runs contrary to the facts. U.S. GDP increased 2.1% last year. Excluding the pandemic in 2020, that ranks as the slowest economic growth since 2016. Furthermore, U.S. employers added 181,000 jobs last year. Excluding the pandemic, that ranks as the slowest labor market growth since 2009. Neither figure paints the picture of a booming economy. Soaring oil prices could become another economic headwind The U.S.-Iran war has effectively closed the Strait of Hormuz, a waterway in the Persian Gulf that carries 20% of global oil and gas supply. The number of ship transits through the strait has fallen from about 150 a day to single digits since the war began, according to The Wall Street Journal. Since late February, Brent crude oil prices (an international benchmark) have soared more than 40% to $103 per barrel, a level last seen in August 2022. U.S. consumers are already paying more at the pump. The average price for a ga...

OCI Global press release ( OCINF ): FY reported FY 2025 Total Operations (Continuing and Discontinued Operations) revenue of USD 1,605 million compared to USD 4,084 million in FY 2024. FY 2025 Total Operations adjusted EBITDA of USD 122 million compared to USD 826 million in FY 2024. OCI reported FY 2025 Continuing Operations (European Nitrogen1 and Corporate Entities segments) revenue of USD 1,086 million, an 11% improvement YoY and an FY 2025 adjusted EBITDA of USD 46 million compared to a loss of USD 32 million in the prior year. FY 2025 adjusted EBITDA for European Nitrogen (OCI’s sole operating segment within Continuing Operations today) was USD 87 million compared to an adjusted EBITDA of USD 55 million in FY 2024. 12-month rolling recordable incident rate to 31 December 2025 was 0.27 incidents per 200,000 working hours. More on OCI N.V. Historical earnings data for OCI N.V. Financial information for OCI N.V.

格隆汇3月16日｜佛山1宗千灯湖核心涉宅用地出让，土地出让面积72518.75㎡，规划建筑面积143500㎡，容积率1.98，起始价6.4亿元，起始楼面价4460元/㎡。最终，南海联达、新华昌投资集团、桂城投资发展联合体以6.4亿元底价竞得该地块，成交楼面价4460元/㎡。

超2800股上涨 3月16日，A股三大指数早盘下挫，午后探底回升；截至收盘，沪指跌0.26%报4084点，深证成指涨0.19%，创业板指涨1.41%。全市场成交额2.34万亿元，较前一交易日缩量774亿元，超2800股上涨。 盘面上，农业、粮食概念走高，农发种业涨停；航运港口板块拉升，招商南油涨停；存储芯片板块走强，金太阳、朗科科技等多股涨停；转基因、元件及白酒等板块涨幅居前。另外，化肥板块下挫，东方铁塔跌停；煤炭股普跌，陕西黑猫跌近5%；贵金属板块走低，山金国际领跌；钢铁板块走弱，酒钢宏兴跌停；光伏、电力及小金属等板块跌幅居前。 具体来看： 半导体、存储芯片板块走强，金太阳、朗科科技等多股涨停，佰维存储、华虹公司等多股跟涨。 消息面上，Omdia发文表示，存储芯片市场供需失衡预计将在2026年下半年持续存在，产量增长落后于需求，供应商面临扩产与控本的双重挑战。 截至2026年1月，主流DDR4 8Gb DRAM合约价11.5美元，较2025年9月上涨83%；128Gb NAND闪存合约价9.5美元，较2025年9月涨近1.5倍，两大产品价格均创2016年有统计以来新高。 分析人士认为，英伟达即将召开的GTC 2026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。 航运港口板块上涨，招商南油涨停，招商轮船、中远海能涨超7%，兴通股份、南京港等多股跟涨。 消息面上，据媒体报道，全球能源海运要冲霍尔木兹海峡3月14日没有船只通航，这是自美国和以色列对伊朗发动军事行动以来的首次。此外，美国总统特朗普试图组建所谓“霍尔木兹联盟”，以管控霍尔木兹海峡，并“希望”于本周晚些时候宣布组建这一联盟的消息。 农业、粮食概念走高，农发种业涨停，康农种业涨超9%，秋乐种业、敦煌种业等多股跟涨。 消息面上，数据显示，全球近1/3的尿素出口量、44%的硫磺出口量以及近1/5的氨出口量，均运经或产自霍尔木兹海峡西侧国家。这条水道的畅通与否，直接关系到全球化肥产业，进而牵动粮食安全。太平洋证券称，粮食种植板块动态PE处于底部区间，给予看好评级。 贵金属板块重挫，山金国际跌超6%，西部黄金、山东黄金、招金黄金等多股跟跌。 摩根大通指出，本轮黄金抛售由多重因素叠加驱动：能源价格飙升推高通胀预期，促使市场大幅压低对美联储降息的预...

(RTTNews) - OCI N.V. (OCI.AS, OCINF), a producer and distributor of natural gas-based fertilizers and industrial chemicals, said Monday that its wholly owned subsidiary, OCI Chemicals B.V., sold 3,331,346 common shares of Methanex Corp. (MX.TO, MEOH), representing about 4.3% of the company's outstanding shares. The shares were sold at $51.80 apiece through a block trade on March 13, generating net proceeds of about $172.6 million after customary fees and expenses. Prior to the sale, OCI held 9,944,308 Methanex shares, representing about 12.9% of the issued and outstanding shares. Following the transaction, OCI now owns or controls 6,612,962 shares, or about 8.6% of Methanex's outstanding shares. OCI closed trading, 0.81% higher at EUR 3.7500 on the Amsterdam Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇3月16日｜比亚迪股份(1211.HK)盘中拉升大涨超8%，报104.8港元。消息面上，有媒体称，比亚迪执行副总裁李柯在巴西里约热内卢的活动中宣布，比亚迪巴西厂已获得来自阿根廷和墨西哥的总计10万辆汽车出口订单。其中，阿根廷和墨西哥各订购了5万辆汽车。比亚迪巴西厂位于巴伊亚州卡马萨里，目前年产能15万辆，计划分阶段提升至60万辆。 李柯还宣布，比亚迪将斥资3亿巴西雷亚尔在里约热内卢建设研发中心。该项目预计于2028年竣工。该中心将配备车辆动力学、续航能力及极端环境测试设施，并重点开展热带气候数据采集工作，为产品本地化适配提供技术支撑。

3月16日，自然资源部举行例行新闻发布会，并就自然资源部、国家林草局近日联合出台的《关于进一步做好自然资源要素保障的通知》（以下简称《通知》）进行介绍和解读。 针对市场高度关注的房地产用地供应问题，自然资源部相关负责人在会上明确表示，新增建设用地原则上不用于经营性房地产开发，不等于不供应房地产用地。 “限地令”出台？停止房地产供地是误读 《通知》第十条提出，统筹存量和增量建设用地促进内涵式发展。各省（区、市）要建立健全新增建设用地与存量建设用地盘活挂钩机制，年度新增城乡建设用地原则上不得超过盘活存量土地面积。 同时明确，“新增建设用地优先保障重大项目建设和民生事业发展，原则上不用于经营性房地产开发”。这一表述引发市场广泛关注，部分解读将其夸大理解为“限地令”“停止房地产供地”。 对此，自然资源部自然资源开发利用司司长孔维东在新闻发布会上表示，城市建设用地既包括通过征收转用形成的新增建设用地，也包括旧城改造、低效用地再开发、收回收购闲置土地等盘活的存量建设用地，二者共同构成了经济社会发展的土地来源。文件中明确新增建设用地原则上不用于经营性房地产开发，这不等于不供应房地产用地，而是要重点用好存量资源“精供优供”，因城施策把握好供地的节奏和时序，优先布局区位优越、配套完善的区域，促进企业“拿好地、建好房”，不断完善城市功能、提升市民生活品质。 “新增建设用地是指依法批准将农用地（含耕地、林地、草地等）和未利用地，通过征收、转用审批程序，首次转变为建设用途的土地。通俗理解，就是把农田/荒地变成城市建设用地，通常发生在城市边缘向外扩张的区域。这类用地往往在城市外围，但现在已不是过去‘摊大饼’式开发年代，市场重心已转向盘活存量、消化库存。这几年各地新增供地也已回到中心区，利用地段、配套打造‘好房子’。”广东省城规院住房政策研究中心首席研究员李宇嘉分析。 上海易居房地产研究院副院长严跃进指出，市场之所以产生“停止供地”的误读，主要混淆了“新增建设用地”与“房地产开发用地”两个概念。实际上，目前房地产开发用地绝大多数来源于存量建设用地（如旧城改造、低效用地再开发等）以及规划确定的城镇建设用地范围内通过招拍挂出让的土地，这些土地不属于新增建设用地范畴。即便存在部分通过新增建设用地（农转非）来实现供地，其比例其实是非常少的。 孔维东在发布会上表示，当前，我国城镇化正从快速增长期转向稳定...

文章提及标的 长风药业 -- 兆易创新 -- 鸿腾精密科技 -- 恒生指数 -- 智谱 -- 云锋金融 -- 港股收盘，恒生指数涨1.45%，恒生科技（159740）指数涨2.69%。恒指港股通ETF银华（159318）(159318)涨1.72%，港股通科技ETF鹏华（159751）(159751)涨2.88%。板块方面，居家用品、机械制造板块涨幅靠前；电气设备、酒店和度假村REIT板块跌幅靠前。个股方面，长风药业（HK2652）涨21.39%，兆易创新（HK3986）涨18.41%，云锋金融（HK0376）涨17.82%，智谱（HK2513）涨14.15%，鸿腾精密科技（HK6088）涨12.27%；中慧生物-B（HK2627）跌19.72%，中升控股（HK0881）跌15.42%，MONGOL MINING跌11.49%，中石化炼化工程（HK2386）跌11.44%，华晨中国（HK1114）跌10.88%。

恒生指數收市報25,834點，升368點。 寧德時代升百分之7.8，紫金礦業跌百分之3.3。

For the first time, the world's largest contract electronics maker has issued a full-year revenue outlook, and the message is unambiguous: the AI infrastructure boom has years to run. Bury the profit miss. The more consequential number out of Foxconn on Monday is the one the company has never...

恒生指數收市報25,834點，升368點。 寧德時代升百分之7.8，紫金礦業跌百分之3.3。

港股異動丨比亞迪股份大漲超8%，據報獲10萬輛車大單 AASTOCKS.com

港股異動丨比亞迪股份大漲超8%，據報獲10萬輛車大單 AASTOCKS.com

万华化学（600309）发布业绩快报，2025年度实现营业收入2032.35亿元，同比增长11.62%；净利润125.27亿元，同比下降3.88%。报告期内，公司深入贯彻“变革年”管理主题，以变革应对全球不确定性挑战，持续加大研发创新投入，深化行业整合与应用开发，多套新装置顺利投产，同时积极拓展全球市场空间，提升海外本土交付和技术服务能力，扩大全球品牌影响力，但受化工（850102）产品价格下行影响，归属于上市公司股东的净利润比上年同期下降3.88%。

1、2026年3月15日，中国政府中东问题特使翟隽在科威特城会见科威特外交大臣杰拉赫。杰拉赫表示，科威特并非战争当事方，始终致力于通过和平方式解决争端。伊朗应当立即停止对科威特等海湾邻国袭击，确保国际航道安全畅通，避免对全球能源供应造成更大冲击。科方高度赞赏中方秉持公正立场和所作促和努力，欢迎中国特使在地区穿梭斡旋，愿同中方加强沟通协调，共同推动地区早日恢复和平稳定。 2翟隽表示，当前地区局势持续动荡，科威特等海湾国家深受其害，这是中方不愿看到的。美国和以色列未经联合国安理会授权发动对伊朗军事打击，明显违反国际法，中方坚决反对。同时，中方谴责一切无差别攻击无辜平民和非军事目标的行为，认为海合会国家主权、安全和领土完整应当得到充分尊重，能源、经济等非军事目标不该被袭，航道安全不应受扰。停火止战是当务之急，国际社会应敦促当事方立即收手，避免紧张局势进一步恶化。中方赞赏科方保持克制态度，坚持冷静应对，愿同科方一道努力，为推动局势降温发挥建设性作用。 免责声明 内容由AI生成

财联社3月16日电，市场探底回升，深成指收红，创业板指涨超1%。沪深两市成交额2.33万亿，较上一个交易日缩量750亿。盘面上，市场热点快速轮动，全市场超2800只个股上涨。从板块来看，存储芯片概念集体爆发，佰维存储涨超12%续创历史新高，兆易创新、金太阳、朗科科技、盈新发展涨停。深海科技概念走强，东方海洋、神开股份、海洋王涨停。PCB概念表现活跃，金安国纪、超颖电子、卓郎智能涨停。航运板块午后走高，招商南油、海航科技涨停。下跌方面，储能、绿电概念持续调整，中国核建、中国电建触及跌停。煤炭板块下挫，郑州煤电大跌。截至收盘，沪指跌0.26%，深成指涨0.19%，创业板指涨1.41%。 板块方面 存储芯片方向全天领涨，朗科科技、金太阳、雅创电子、兆易创新、太极实业、盈新发展、超颖电子涨停。早上开盘以朗科科技为首的滞涨标的走强，午后板块进一步加强，主要以业绩为驱动，后续应该还会有不少反复机会。 消息面上，市场调查机构CounterPoint Research表示，与以往的周期不同，当前内存市场即使价格上涨，需求也不会下降。供应短缺问题至少要到2027年下半年才能得到实质性解决。该方向以机构资金为主导，目前处于趋势上行状态，整体表现不错。 深海科技板块早盘走强，主要受利好消息刺激，东方海洋、海洋王、神开股份、尤夫股份涨停。该题材主要是受消息驱动，高度和持续性应该比较有限，暂时以一波流行情看待。 消息面上，《求是》杂志文章《推动海洋经济高质量发展》强调，我国经略海洋、开发海洋历史悠久。新中国成立后，我们有序开发利用海洋。改革开放后，我国海洋经济进入加快发展期。推进中国式现代化，必须高效开发利用海洋，推动海洋经济高质量发展，走出一条具有中国特色的向海图强之路。 电力电网方向，作为此前持续性最强的主线，在连续回调之后，今日午后有所企稳。鼎信通讯、顺钠股份双双反包涨停，华电辽能一字板，东方新能首板。综合来看，电力作为此前持续性最好的方向，上周风电、核电补涨，可以留意首次回调之后的承接力度，后续应该还会有反复机会。 个股方面 个股层面，部分化工股在分歧中前行，赤天化涨停，三房巷3连板，金牛化工盘中一度4连板。目前市场短线资金的风险偏好较低，连板股高度相对有限，好在顺钠股份、法尔胜等此前表现较强的人气股完成反包，可以留意市场短线情绪是否能够回暖。 后市分析 指数整体表现不弱，创业板指处...