與AI「搶」芯片、單車內存成本增千元 有車企高管建議「買車趁早」 富途牛牛

German bonds fell for a second day, lifting government borrowing costs to the highest since October 2023 as rising energy prices on the widening fallout from the war in Iran fuel inflation fears. The yield on German 10-year debt climbed as much as three basis points to 2.96%, exceeding last year’s peak. Traders boosted wagers on European Central Bank interest-rate hikes, implying a 45% chance of a quarter-point increase by April and almost fully pricing a move by June.

格隆汇3月12日｜现货白银涨幅扩大至1%，报86.57美元/盎司。

十四屆全國人大四次會議閉幕，全國人大委員長趙樂際指出，會議圓滿完成各項議程，形容是一次凝心聚力、真抓實幹、團結奮進的大會。

格隆汇3月12日｜澳新银行策略师Soni Kumari和Daniel Hynes认为，金价的近期下跌可能只是短暂的。他们在报告中表示，尽管美元因其避险地位而反弹，但由于货币仍然被高估，这种强势可能是暂时的。他们指出，美联储也不太可能逆转其货币政策立场，因为反通胀趋势依然完好。尽管油价上涨加大了通胀压力重现的可能性，但他们预计这将是暂时的。澳新银行的基本情景是，到12月底，美联储政策利率将降至3.0%。他们补充称，较低的利率和较弱的美元应会支撑投资流入黄金市场。

财联社3月12日讯（编辑 冯轶） 受国际油价再度冲高带动，今日港股油气板块及部分相关设备也集体逆势上扬。 截至发稿，中国海洋石油(00883.HK)涨近4%，昆仑能源(00135.HK)涨超2%，山东墨龙(00568.HK)等油气设备股也大幅走强。 消息面上，国际原油期货价格在隔夜走势反弹的基础下，日内又再度大幅拉涨。截至发稿，布伦特原油及WTI原油期货主连均涨超4%，其中更能反映中东市场供需的布油盘中一度重回100美元上方。 此外，目前美伊冲突已持续接近两周的时间，伊朗对全球航运“咽喉”要道霍尔木兹海峡的封锁超过一周，已远远超出市场预测的短期冲突场景。 海通国际早前分析表示，基于当前供需基本面，80美元/桶的油价主要反映的是地缘政治风险，而非结构性供应紧张。 但需要关注的是，作为本次冲突的主角，伊朗方面仍保持强硬态度。伊朗哈塔姆·安比亚中央司令部发言人3月11日强调，伊朗以往的“对等反击”已经结束，从现在起，伊朗将实施“连环打击”策略，不再维持一对一的报复节奏。 上述表态也进一步加重了市场对冲突长期化的风险判断，石油供应担忧首当其冲。 另据媒体报道，国际能源署（IEA）周三宣布将紧急释放4亿桶石油储备，以平抑油价，表明油价冲击已开始引发全球关注。 周四，高盛将2026年第四季度布伦特原油和WTI原油价格预测从每桶66美元/62美元上调至每桶71美元/67美元，原因是根据伊朗战争当前的战局，他们预测霍尔木兹海峡的石油运输中断时间，可能比他们此前预估的更长。 高盛还警告称，如果霍尔木兹海峡的阻塞情况持续至3月底，国际油价可能会超过2008年的峰值。 综合来看，由于原油在全球经济扮演着核心能源与工业原料的双重角色，随着油运航线的停滞，潜在的供需失衡或为其带来额外的溢价。

格隆汇3月12日｜由于中东航运乱局扩大，且市场预期中断将持续数月，欧洲天然气价格随油价走高。基准期货价格连续第二天上涨，涨幅一度高达7.7%，收复了本周早些时候的部分跌幅。全球能源市场紧张迹象进一步显现：阿曼主要的石油出口码头已被疏散，两艘原油轮在伊拉克海域遭到袭击。在液化天然气方面，随着市场收紧，亚洲买家正准备在未来两个月采购更多供应。摩根士丹利上调了对今年余下时间欧洲天然气价格的预测，因为该地区需要在夏季吸引大量液化天然气，以补充枯竭的燃料库存。该银行假设卡塔尔的液化天然气生产将至少停产一个月，这将完全消除此前预期的2026年全球燃料过剩。船舶经纪公司Fearnleys A/S在周报中表示：“未来几天液化天然气及其航运市场的走向仍不明朗。”

3月12日，外交部发言人郭嘉昆主持例行记者会。 路透社记者提问，自中东地区战事爆发以来，至少有16艘船舶和油轮遭到伊朗袭击。是否有任何中国籍船只在霍尔木兹海峡及附近区域被无人机和导弹击中？目前该海域有多少艘中国籍船只？ 郭嘉昆表示，霍尔木兹海峡及其附近水域是重要的国际货物和能源贸易通道，维护这一地区的安全稳定，符合国际社会共同利益。 “中方敦促各方立即停止军事行动，避免紧张事态进一步升级，防止地区局势动荡对全球经济发展造成更大影响。”郭嘉昆说。 另有彭博社记者提问，船舶追踪数据显示，部分中国船只近期在霍尔木兹海峡周边活动。中方是否正在与伊朗进行谈判，以确保船只的安全通行？ “刚才我已经回答了相关的问题，没有更多的补充。”郭嘉昆表示。

格隆汇3月12日｜国盛证券研报指出，华利集团2025年收入+4.1%/归母净利润-16.5%，2025年分红具备吸引力，期待后续利润率修复。展望2026年，该行估计老客户订单有望平稳、新客户的新工厂预计效率继续提升，有望带来公司2026~2027年收入稳健增长、盈利质量有所修复。公司是全球领先的运动鞋制造商，持续拓展优质客户。根据近况调整盈利预测，估计公司2026~2027年归母净利润分别为35.70/42.14亿元，对应2026年PE为15倍，维持“买入”评级。

十四届全国人大四次会议表决通过关于批准全国人大常委会关于法律清理工作情况和有关法律和决定处理意见的报告的决定 2026-03-12 15:34:42 来源： 同花顺7x24快讯 分享 十四届全国人大四次会议表决通过关于批准全国人大常委会关于法律清理工作情况和有关法律和决定处理意见的报告的决定(央视新闻)

Blackston Financial Advisory Group LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 81.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 622 shares of the social networking company's stock after selling 2,810 shares during the quarter. Blackston Financial Advisory Group LLC's holdings in Meta Platforms were worth $457,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new stake in Meta Platforms during the 2nd quarter worth about $23,155,393,000. Laurel Wealth Advisors LLC raised its position in Meta Platforms by 73,443.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock worth $6,212,506,000 after purchasing an additional 8,405,558 shares during the last quarter. State Street Corp lifted its holdings in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. lifted its holdings in Meta Platforms by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after buying an additional 1,532,568 shares in the last quarter. Finally, Concentrum Wealth Management boosted its position in Meta Platforms by 948.7% in the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after buying an additional 1,124,998 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds. Get Meta Platforms alerts: Sign Up Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week: Meta Platfo...

Black Swift Group LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 51.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,540 shares of the social networking company's stock after purchasing an additional 6,645 shares during the quarter. Meta Platforms comprises approximately 2.5% of Black Swift Group LLC's investment portfolio, making the stock its 9th largest position. Black Swift Group LLC's holdings in Meta Platforms were worth $14,350,000 at the end of the most recent quarter. Several other institutional investors and hedge funds also recently added to or reduced their stakes in META. Trust Co of the South lifted its stake in shares of Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock worth $1,359,000 after buying an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC grew its position in shares of Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after purchasing an additional 14 shares in the last quarter. Alpine Bank Wealth Management grew its position in shares of Meta Platforms by 0.3% in the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock valued at $3,159,000 after purchasing an additional 14 shares in the last quarter. Valued Wealth Advisors LLC increased its holdings in shares of Meta Platforms by 3.2% in the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock valued at $334,000 after purchasing an additional 14 shares during the last quarter. Finally, Vista Capital Partners Inc. increased its holdings in shares of Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock valued...

Blair William & Co. IL Acquires 102,259 Shares of Meta Platforms, Inc. $META MarketBeat

Black Swift Group LLC Purchases 6,645 Shares of Meta Platforms, Inc. $META MarketBeat

(RTTNews) - K+S Group (SDFG), a German chemical company, reported Thursday an adjusted Group earnings in its fourth quarter, compared to a loss last year, with slight;y higher revenues. Further, the firm trimmed dividend, and issued fiscal 2026 outlook. In the fourth quarter, adjusted Group earnings were 573.1 million euros, compared to loss of 10.8 million euros last year. Adjusted earnings per share were 3.20 euros, compared to loss of 0.06 euro a year ago. Adjusted earnings, excluding extraordinary impairment effects and their tax effects, were 58.9 million euros or 0.34 euro per share, compared to prior year's loss of 10.8 million euros or 0.06 euro per share. EBITDA climbed 17.2 percent from last year to 191.8 million euros, and EBITDA margin improved to 20.6% from 17.7% a year ago. Revenues for the quarter edged up 0.8 percent to 932.9 million euros from 925.1 million euros last year. Further, the Board of Executive Directors and Supervisory Board will propose a dividend of 7 cents per share for the 2025 financial year to the Annual General Meeting, lower than prior year's 15 cents per share. Looking ahead for fiscal 2026, the company projects adjusted Group earnings, excluding impairment effects, to be slightly higher than in 2025's 125.5 million euros, while consencus estimate is 166 million euros. EBITDA is projected to be 600 million euros to 700 million euros, with consensus of 629, compared to prior year's 612.8 million euros. For the upper end of the EBITDA range, the Company assumes that potassium chloride prices in Brazil will continue to recover moderately during the spring season compared to the mid-February 2026 level. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dubai International Airport briefly halted operations on Wednesday after drones smashed down at the facility, resulting in four injuries at the world’s busiest international hub. The widening war with Iran continues to disrupt travel with more than 46,000 flight cancellations across the region since the conflict began on Feb. 28. Bloomberg's Leen Al-Rashdan reports. (Source: Bloomberg)

Uber、 日产 汽车 与英国自动驾驶初创公司Wayve达成合作，将共同推出自动驾驶出租车服务，并计划于2026年底在东京启动试点项目。 三家公司表示，此次合作是美国网约车巨头Uber在日本的首个自动驾驶项目，也是Uber与Wayve在全球逾10座城市推广自动驾驶出租车计划的一部分。 该合作项目计划将Wayve的人工智能自动驾驶系统集成至日产基础车型，车辆可接入Uber网约车平台。 初期阶段，车辆将配备经过专业培训的安全驾驶员。 Wayve的AI驾驶技术可基于真实路况数据持续学习，适配东京这类道路复杂、安全标准严苛的动态城市环境。 Uber拟通过日本持牌出租车合作伙伴推出该项服务，目前正在遴选合作方。 日产首席执行官表示：“日产的愿景是让出行智能融入日常生活，我们相信此次合作能将这一愿景落地为实际应用。” Wayve上月宣布完成12亿美元融资，用于推进自动驾驶技术的商业化落地。 责任编辑：何云

百度指出，「紅手指Operator」由百度智能雲團隊打造。用戶安裝註冊「紅手指Operator」後，可直接指揮這個百度版手機「龍蝦」執行任務，無需更換設備，也無需本地安裝複雜環境，iOS端預計3月內上線。公司稱，上線後，系統後台資源出現緊缺提示，百度智能雲回應稱，正全速調配資源擴容，全力保障用戶體驗。 其他報道 許正宇：裕澤香江高峰論壇本月23至24日舉行 證監會伙廉署打擊持牌機構高層涉內幕交易及貪污 拘捕6男2女 大摩：阿里取代騰訊成為首選 擁完整AI優勢 高盛上調第四季油價預測 九倉全年基礎盈利增46% 勝預期 派息0.20元 太古去年基本盈利113.7億增9% 第二次中期息A股2.5元B股0.5元 太古地產去年虧損擴大至15.3億 第二次中期息0.8元 基本溢利增加27% 恒指半日跌319點 跌穿10天線 北水流入57億 港穩定幣牌照首批名單 傳渣打匯豐OSL入圍 彭博：匯豐、渣打等暫緩中東擴張 路透：普洛斯計劃最快今年在港IPO 估值200億美元 港元拆息普遍向上 1個月HIBOR無升跌 1年期Shibor續破底 中國信通院啟動Claw系列標準編制工作 彭博：iPhone摺機 展開後將擁有類似iPad的界面 彭博：中信證券、國君國際等遭搜查 「謎網」後最大執法行動 油輪於伊拉克領海遇襲 油價重上100美元 多地碼頭停運 安聯及永明金融等據報有意競購匯控新加坡保險業務 伊朗：中東地區銀行和金融機構都是襲擊目標 渣打：關注事態發展 匯豐PayMe 4.13起取消朋友動態功能 宏利香港及澳門委任紀榮道為副行政總裁

A Tehran resident in her 30s agreed to share her thoughts with Agence France-Presse about the ongoing war and daily life. Her identity has been withheld for her protection. Here is an edited transcript of the conversation. How is daily life in Tehran? People left in waves, especially those who were next to targets. Advertisement The financial situation is very bad. My job has been halted and I am spending out of my savings. Going away has costs too, so this may be one of the reasons why people are leaving Tehran less now, along with Trump saying civilians would be safe. You can still do your shopping though. For petrol, they went from 30 litres maximum to 20. I didn’t take any petrol because I have enough. But I heard from a friend that at one petrol station, they capped it at five litres. Advertisement Thankfully we haven’t had to go to a hospital yet but apparently they work fine.

金十数据 市场对澳洲联储加息的预期不断升温。诱人的套息交易空间，加上美元涨势见顶的共识，正推动 澳元 成为华尔街大佬眼中的“香饽饽”。 在下周的澳洲联储利率决议公布之前，对冲基金正在期权市场加大对澳元的看涨押注。 芝加哥商品交易所（CME）的数据显示， 周三押注 澳元兑美元 上涨的看涨期权交易量飙升至看跌期权的六倍 。尽管周四的交易量有所回落，但看涨期权的规模依然是看跌期权的三倍以上。这一激增的背景是， 澳大利亚“四大行”中有三家预计，澳洲联储将在3月17日加息25个基点。 驻新加坡的花旗亚太区金融机构外汇销售主管Anand Goyal表示：“我们看到宏观对冲基金通过看涨期权获取澳元上涨敞口的需求正在复苏，这主要是针对美元的押注，但针对纽元的押注也在不断增加。” 他指出， 澳大利亚相对较高的短期利率将提振澳元，使其成为所谓的套息交易的绝佳标的 ；此外，市场越来越确信美元的广泛涨势已接近尾声，这也为澳元提供了支撑。 今年以来， 澳元兑美元已经累计上涨了约7%，兑纽元也上涨了超过4%。 周三，澳元兑美元汇率最高攀升至0.7180上方，创下自2022年6月以来的最强水平，但周四有所回落。 最近几个月澳元的强势上涨，已经促使当地的养老基金增加其货币对冲操作，以缓冲其全球股票投资组合的汇率风险。 美国证券存托与清算公司（DTCC）的数据显示， 周三涉及金额达到或超过1.5亿澳元（约合1.07亿美元）的看涨期权大单交易量，同样是同等规模看跌期权交易量的六倍。 本周， 市场对澳洲联储再次加息的预期进一步升温 。此前，澳洲联储副行长豪瑟在3月10日表示，通胀依然过高，而由伊朗冲突引发的进一步价格压力更是雪上加霜。 “更为小众的操作” 美国银行也同样观察到，针对美元和纽元的澳元看涨期权需求正在不断增加。 驻香港的美国银行亚太区G10货币交易主管Ivan Stamenovic表示：“做多澳元兑纽元的交易同样受欢迎，但考虑到其流动性较差且难以大规模建仓，这仍然是一种更为小众的操作方式。” 欧洲的投资者们也加入了押注澳元上涨的阵营。 驻伦敦的巴克莱全球外汇期权主管Mukund Daga表示：“我们看到做多澳元的交易量有所增加，特别是在澳元兑美元方面，二元期权、看涨期权价差甚至是普通的看涨期权，都受到了‘快钱’群体的追捧。”他补充道：“资金活动通常集中在较短期的合约上，这反映了市场正围绕近期...

财联社3月12日讯（编辑 刘蕊） 本周四，高盛公司将2026年第四季度布伦特原油和WTI原油价格预测从每桶66美元/62美元上调至每桶71美元/67美元，原因是根据伊朗战争当前的战局，他们预测霍尔木兹海峡的石油运输中断时间，可能比他们此前预估的更长。 他们还警告称，如果霍尔木兹海峡的阻塞情况持续至3月底，国际油价可能会超过2008年的峰值。 海峡阻塞时间可能更久 自2月28日伊朗战争开始以来，布伦特油价已累计上涨超过36%，而WTI原油价格则上涨了约39%。本周一，布伦特原油和WTI原油价格甚至一度突破119美元，达到自2022 年年中以来的最高水平。 目前，霍尔木兹海峡已经事实上接近封锁状态，众多油轮滞留超过一周，并迫使多家原油生产商暂停生产，因为储油设施已经接近容量上限。 高盛分析师在报告中表示，他们目前的基准假设是，通过霍尔木兹海峡的石油供应量将低至正常水平的10%，这一状态将持续21天，远高于他们此前预估的10天。他们预计，在21天后，通过该海峡的石油运输量可能将逐步恢复。 高盛还表示， 如果霍尔木兹海峡的石油供应持续低迷至3月底，国际油价可能会超过2008年的峰值 。2008年7月，WTI原油价格曾一度飙升至每桶147.25美元。 IEA不会释放全部4亿桶原油储备 高盛在其模型中，加入了当前各国政策应对措施的因素，其中包括预计全球特别石油储备（SPR）的实际释放量将为2.54亿桶等，这些措施将使全球商业石油库存受到的冲击减少近50%。 本周三，国际能源署（IEA）已同意从战略储备中释放创纪录的4亿桶石油，以平抑油价。其中，美国贡献了一大部分油储释放额度——美国能源部长已经宣布，将会从下周开始释放1.72亿桶战略石油储备。 在高盛所设定的最乐观情景中，通过霍尔木兹海峡的石油供应将于3月21日起开始恢复。但该机构假定， IEA成员国不会释放其可调配的全部4亿桶石油。 这是因为高盛认为，从经济合作与发展组织（OECD）战略石油储备中提取石油的日均数量应限制在300万桶以内，并且预计到6月初之前，随着WTI原油价格预计将回落至每桶70美元以下，IEA将逐步缩减油储释放规模。 责任编辑：郭建

本田汽车 周四表示，在重新评估其电气化战略后，该公司将截至本月底的2025/26财年业绩预期下调至亏损4200亿日元至6900亿日元（约合26亿美元至43亿美元）。 鉴于“北美电动汽车市场放缓”，这家日本汽车制造商取消了部分美国制造电动汽车的研发和上市计划，预计由于战略转变，未来几个财政年度将产生高达 2.5 万亿日元的支出和损失。 本田此前预测2025/26财年将实现利润3000 亿日元。 责任编辑：于健 SF069

Kodiak Gas Services ( KGS ) said its subsidiary Kodiak Gas Services, LLC priced an upsized $1B private offering of 5.875% senior unsecured notes due 2031. The offering is expected to close March 20, 2026, while the notes will mature April 1, 2031, and are issued at par. These notes will be guaranteed on a senior unsecured basis by the company and certain existing and future U.S. subsidiaries that also guarantee its ABL facility. The proceeds will be used to redeem $750M of 7.25% senior notes due in 2029 at 103.625% of par, plus any accrued interest. The remaining funds will be used to reduce borrowings under the ABL facility and later support the 100% acquisition of Distributed Power Solutions, LLC. More on Kodiak Gas Services Kodiak Gas Services, Inc. (KGS) Q4 2025 Earnings Call Transcript Kodiak Gas Services, Inc. (KGS) Distributed Power Solutions, Inc. - M&A Call - Slideshow Kodiak Gas Services, Inc. (KGS) M&A Call Transcript Kodiak Gas Services launches $750 million senior unsecured notes offering Kodiak Gas Services outlines plans for 750,000 new horsepower deployments through 2030 amid record margin performance

英国能源监管机构燃气与电力市场办公室周四表示，已向 特斯拉 旗下子公司特斯拉能源风险投资公司颁发电力供应牌照，允许该公司为全英家庭及企业供电。 经过长达数月的评估流程，此项授权已于周三生效。 英国燃气与电力市场办公室表示，该牌照仅涵盖电力供应业务，与特斯拉汽车有限公司现有的发电牌照相互独立。 责任编辑：李肇孚

Oil prices jumped again, shrugging off a record-sized release from strategic reserves. Attacks on three commercial ships by Iranian forces in the Strait of Hormuz highlighted that the conflict is far from over. The Nasdaq composite rose slightly for a second day, due to a pickup in technology stocks.