Source: Bloomberg, 0:00

Broadcom Earnings Beat Estimates on Strong AI Demand. The Stock Rises. Barron's

据知情人士称，随着中东危机加深，日本炼油商要求政府从国家战略石油储备中释放原油。 知情人士表示，加工商正在与监管部门商讨获取政府储备以及储存在租给产油国的油罐中的石油。由于谈及敏感信息，知情人士要求匿名。 其中一位知情人士称，炼油商要求政府加快审批流程，因为潜在的漫长招标过程意味着供应可能需要一段时间才能到位。 日本超过90%的石油来自中东，因此极易受到霍尔木兹海峡实际关闭的影响，波斯湾地区的能源出口受阻。至少有一家日本炼油厂取消了3月装载出口的汽油、航空煤油和柴油，优先考虑向国内供应。 日本经济产业省负责石油储备的官员未就此事发表评论。 责任编辑：刘明亮

Nexi outlines plan to tackle payments sector challenges as shares plunge Reuters

海關破獲歷來最大宗貴金屬走私案，檢獲市值約2.3億元貴金屬。 海關檢獲186公斤懷疑黃金薄片及285公斤懷疑白銀薄片。海關按風險評估及情報分析，周一上午在機場鎖定兩批由香港出口到日本的貨物，分別報稱載有多功能清洗機及紫外光清洗機。 關員以X光機掃瞄後，發現貨物密度異常高，拆開清洗機底部後，發現藏有一塊額外貼上的金屬片，分別鑲入了黃金及白銀薄片，相信是想走私到日本，逃避當地關稅，海關正追查寄貨及收貨人身份。 海關有組織罪案調查科高級督察主任何廷俊說：「不法分子分開兩班不同航班運送，是企圖減低被截查後有機會遭遇到的損失。寄貨人是同一間公司，不過在香港並無公司登記記錄，而收貨人是兩間日本公司，分別經營運動用品及電商物流業務。若今次案中檢獲的黃金及白銀成功走私到日本，將可逃避的稅款高達2300萬元。而今次案中檢獲的清洗機，亦只是一般家用清洗機，可用來清洗眼鏡、個人飾物等，相信價值不高於一百元。利用昂貴空運成本，來運送相對低價的物品，不具成本效益，所以最終被海關人員識破。」

TLDR AMD stock rose 5.7% on March 5 after CEO Lisa Su announced strong AI chip demand and a major Meta partnership. AMD and Meta struck a 6-gigawatt, multi-year deal using AMD’s Instinct GPUs to power Meta’s AI infrastructure. Piper Sandler and Jefferies both maintained $300 price targets and bullish ratings following the Meta announcement. AMD launched its Ryzen AI 400 series processors and announced a $150 million investment with Nutanix. The stock closed at $202.14 but remains down roughly 9.5% year-to-date. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Advanced Micro Devices (AMD) had a strong day on March 5, with its stock climbing 5.7% during afternoon trading to close at $202.14. Advanced Micro Devices, Inc., AMD The jump came after a string of announcements tied to AMD’s growing AI business, including a major new deal with Meta Platforms. AMD and Meta have entered into a 6-gigawatt, multi-year partnership. The deal will use AMD’s Instinct GPUs to build out Meta’s AI infrastructure, with initial deployment expected to start in the second half of 2026. CEO Lisa Su called the arrangement “transformational” for the company. Su also stated that demand for AMD’s processors has “far exceeded” her expectations, driven by businesses rushing to buy AI hardware. Piper Sandler reaffirmed its Overweight rating on AMD on February 25, keeping its price target at $300. The firm said the Meta deal could position AMD to generate around $100 billion in revenue over the next five years. Piper Sandler also expects Wall Street analysts to revise their revenue and earnings-per-share estimates upward as the deal progresses. The warrants tied to the deal are set to expire in February 2031. Jefferies followed on February 24, reaffirming its Buy rating with the same $300 price target. The firm noted the Meta deal follows a similar structure to AMD’s October...

syahrir maulana/iStock via Getty Images By James MacGregor, CFA, Samantha S. Lau, CFA and Erik Turenchalk, CFA Are US small caps finally shaking off a decade of underperformance? After years of trailing their large-cap peers, small-cap stocks have tested the patience of even seasoned investors. But we believe a dramatic improvement in earnings growth driven by lasting change in the US economy is creating sustainable recovery potential for small companies of all types. Uncertainties over US tariff policies and GDP growth were especially strong headwinds for small-cap stocks to start 2025, given the asset class’s comparatively large ties to the US economy. But small caps surged since the second half, with the Russell 2000 Index up 22.0%, compared to 11.8% for the S&P 500, from July 2025 through February 27, 2026. Similar rallies in previous years have fizzled out quickly. This time, we believe small cap’s notable comeback isn’t the typical “head fake” of past upticks but more the result of headwinds flipping to strong and possibly lasting tailwinds. Small Caps Benefiting from US Economic Transition The US Supreme Court’s recent ruling against the Trump Administration’s use of certain tariffs has left trade policy again uncertain and markets somewhat volatile. But we believe investors who look past this near-term noise will see a powerful and positive US economic transition underway. After a tariff-related pause in 2025, the US economy’s renewed domestic focus has been a magnet for corporate investment. We believe small-cap companies stand to be the biggest beneficiaries of the US economy’s strengthening, given their relatively larger exposure to it. In fact, almost 70% of small-cap companies generate more than 90% of their sales domestically, compared to less than 40% for large companies ( Display ). Growing demand for new infrastructure, especially to upgrade supply chains and energy access, should also be supportive. Smaller companies, with their improved cost struc...

黄河旋风（600172）公告，自2025年5月14日至2026年3月4日，控股股东许昌市国有产业投资有限公司通过上海证券交易所集中竞价累计增持公司股份2200.01万股，占公司总股本1.53%，使用资金1.04亿元，达到此前披露的1亿元至2亿元增持计划（883915）下限，增持计划（883915）已实施完毕。增持后，许昌产投及一致行动人合计持股2.82亿股，占19.52%。

Source: Bloomberg, 4:14

HJBC STMicroelectronics N.V. ( STM ) shares advanced in premarket trading on Thursday after the company's CEO, Jean-Marc Chery, projected data center-related revenue to be “well above” $1 billion for next year. STMicroelectronics ( STM ) rose 6.6% in Paris trading and 3.3% in early New York trading, extending its year-to-date gain to about 28%. "So thanks to the first effect of the AWS ( AMZN ) contract, but amplified by the acceleration of the demand on optical cable, this year, I can say we will be nicely above $1 billion -- $500 million nicely," Chery said during a Morgan Stanley conference on Wednesday. "And next year, well above $1 billion. So we have really boosting effect from the start of the optical cable and from the benefits of our overall AWS contract that I repeat is a multimillion-dollar contract for the next 5 years that will start this year and moving forward will grow." For 1Q, Chery said that “the dynamic of booking we receive will enable us to do better than the usual seasonality.” The chipmaker had said in January that it expected to deliver $1 billion of data center-related revenue before 2030. More on STMicroelectronics STMicroelectronics N.V. (STM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript STMicroelectronics: Guidance Cools Down 2026 Recovery Expectations STMicroelectronics N.V. (STM) Q4 2025 Earnings Call Transcript STMicro in focus as BofA ups estimates after acquisition of NXP unit STMicroelectronics expands partnership with AWS, issues warrants for 24.8M shares

PhonePe reported more than 650 million registered users. Credit: Mamun_Sheikh/ Shutterstock.com. PhonePe, the Walmart-backed Indian payments company, is targeting an initial public offering (IPO) valuation of between $9bn and $10.5bn, Reuters reported quoting two people with direct knowledge of the matter. The implied valuation would be below the $12bn level at which PhonePe raised $100m in private markets in 2023. According to the report, the IPO could raise about $900m to $1.05bn, based on that valuation range. The listing will see Walmart reducing its stake in PhonePe by about 12%. Other stakeholders Tiger Global and Microsoft plan to exit their holdings. The filing also shows that the three shareholders will sell around 50.7 million shares, and that PhonePe will not issue any new shares. PhonePe aims to complete the process by April, one of the sources to the news agency. However, the timeline could change depending on capital market conditions, including any impact from the Middle East conflict. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence If completed, PhonePe’s listing would be India’s second-largest fintech IPO after Paytm’s listing in 2021, which was valued at about $20bn. Paytm currently has a market capitalisation of $7.1bn. PhonePe reported more than 650 million registered users. Regulatory data showed the company processed nearly 10 billion of the 21.7 billion transactions on India’s Unified Payments Interface (UPI) in January. The company recently introduced biometric authentication for UPI payments. The feature allows users to approve eligible transactions using a smartphone fingerprint or facial recognition.

tobiasjo/iStock Unreleased via Getty Images The first few months of 2026 have proven to be an incredibly volatile time in the stock markets. Investors have had to contend with a plethora of risky headlines, ranging from the AI-driven "SaaSpocalypse" to rising geopolitical and macroeconomic tensions. Stocks have sold off as if we're headed for a near-term recession, particularly among small- and mid-cap value plays. But underneath the hood, many companies are actually performing much better than their share prices might suggest. Abercrombie & Fitch ( ANF ), the apparel brand, is one of these stocks. Down ~20% since the start of the year, the teen-focused retailer is actually printing positive comp sales growth and is positioning itself for decent earnings growth this year despite the headwind from tariffs. Data by YCharts I last wrote a buy rating on Abercrombie in November, when the stock was trading lower in the mid-$80s. Since then, Abercrombie has released a decently strong Q4 earnings print. While comp sales did indeed slow down, they remained positive against a much tougher prior-year comp. The company has released an upbeat outlook for the current year. I'm reiterating my buy rating here. For investors who are newer to Abercrombie, here is my full long-term bull case on the company: Back-to-basics approach in both of its key brands is resonating with consumers. Abercrombie has ditched its raunchy past and is positioning both its Abercrombie & Fitch and Hollister brands as mid/upscale, cool clothing at a reasonable price. This strategy appears to be working, as both brands have delivered a recent trend of strong comparable sales, while expanding their presence in overseas markets. Strong inventory management and logistics execution are helping to offset tariff pressures. The company is offsetting ~4 points of y/y gross margin headwinds from tariffs with ~2 points of stronger product gross margins and favorable freight costs. Going forward, if the Supreme Court ...

2026年，很可能是中国企业出海的“分水岭”。 如果说2025年的关键词是“多维突破”与“机遇捕捉”，那么在2026年，核心命题则演变为 “深度融入”与“高质量扎根”。 面对全球产业链重构、贸易规则重塑的复杂局面，中国企业出海已不再满足于将产品销往海外，而是追求品牌、技术、供应链乃至文化理念的全面“本地化”与“互嵌共生”。 今年的《政府工作报告》在介绍2026年政府工作任务时，便给未来几年的企业全球化定下新的基调： 引导企业优化全球市场布局，推进贸易投资一体化、内外贸一体化发展。 在跨境电商方面，去年的政府工作报告曾提到“促进跨境电商发展”，而今年的表述则调整为“推动跨境电商加海外仓模式扩容升级、规范有序发展”。这一顶层设计折射出一个清晰的导向：国家支持企业出海的力度，正从原则性鼓励转向构建一套可触达、可使用的公共服务体系。 在此背景下，2026年的出海浪潮呈现出三大新趋势： 一是制造业的“体系化扎根”，以新能源汽车、光伏、AI硬件为代表的企业，正加速在欧洲、中东、东南亚布局集制造、研发、售后于一体的全链条； 二是技术出海的“定义权争夺”，从CES上中国人形机器人的集体亮相，到AI大模型企业的开源战略，中国企业正尝试用硬件创新与算法能力定义全球科技新赛道； 三是服务与文化的“软性连接”，无论是农业养殖技术的“标准出海”，还是潮玩、短剧所代表的文化“入流”，都在为中国品牌构建情感共鸣与价值认同。 在“十五五”规划开局与双循环战略推动下，中国企业出海已经从“规模化出海”向“高质量全球化”深度跃迁，核心诉求从“走出去”转向“体系化扎下根”。 从两会代表、委员的建言中也可以看到，大家关注的焦点已从“如何走出去”的战术问题，转向了“如何在海外活得久、活得好”的战略命题。 01.政府工作报告：优化企业全球市场布局，推进内外贸一体化 政府工作报告在介绍2026年政府工作任务时提出，引导企业优化全球市场布局，推进贸易投资一体化、内外贸一体化发展。培育壮大贸易发展新动能，推动跨境电商加海外仓模式扩容升级、规范有序发展，加强国际寄递物流体系建设，拓展中间品贸易，发展数字贸易、绿色贸易，提升边境贸易。 此外还提到，引导产业链供应链合理有序跨境布局，完善海外综合服务体系，加强对外投资风险防控和海外利益保护。 解读： 今年的政府工作报告中，对企业全球化有一个明显的新提法，即“引导企业优化全球...

China set the lowest economic growth target since 1991 as the country contends with global trade tensions, weak domestic demand and rising debt from white elephant investments. A target range for growth of 4.5 to 5 per cent, “while striving for better in practice” was announced by Premier Li Qiang as he delivered the annual government work report on the opening day of the National People’s Congress (NPC), the annual legislative gathering. That marks a reduction from “around 5 per cent” in each...

格隆汇3月5日丨德国外长：（就伊朗问题表示）德国不会参与任何旨在实现政权更迭的具体行动。

Broadcom (AVGO) Shares in chipmaker Broadcom (AVGO) jumped nearly 6% in pre-market trading on Thursday, after the chipmaker reported first quarter results that beat estimates and issued better-than-expected guidance. In results released after the market close on Wednesday, Broadcom (AVGO) reported adjusted net revenue of $19.31bn (£14.45bn) for its first fiscal quarter, compared to estimates of $19.26bn. Adjusted earnings per share (EPS) of $2.05 was also slightly ahead of expectations of $2.03. The company said its AI revenue grew by 106% year-on-year to $8.4bn. Read more: Stocks fall as Iran and Israel launch fresh attacks Hock Tan, CEO of Broadcom (AVGO), said that AI revenue came in above the company's forecast and was "driven by robust demand for custom AI accelerators and AI networking". "Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be $10.7bn in Q2," he added. Broadcom (AVGO) said it expected overall revenue to come in at approximately $22bn for the second quarter, which was also ahead of Wall Street's estimate of $20.53bn. In London, shares in Aviva (AV.L) dipped 1.4% on Thursday morning, despite a strong set of full-year results from the financial services company. Aviva (AV.L) reported a 25% in jump in operating profit in 2025 to £2.2bn ($2.93bn), while operating EPS increased 17% to 56p. Read more: Oil price climbs 3% as Iran and Israel escalate attacks The company also declared a final dividend of 26.2p per share, taking its total for the year to 39.3p, up 10% on 2024. In addition, Aviva said it was launching a new share buyback worth £350m. Amanda Blanc, group CEO of Aviva (AV.L), said: "We have achieved our 2026 financial targets one year early, highlighting the rapid and sustained progress we are making." Shares in FTSE 250-listed (^FTMC) media company ITV (ITV.L) rose nearly 2% on Thursday, following the release of its annual results. Total group revenue for 2025 came in at £4.12bn, which was little changed on the ...

格隆汇3月5日丨鸿海2026年前两个月的营收增长了21.6%，凸显出全球人工智能发展核心设备——英伟达(NVDA.O)服务器的强劲需求。在此期间，销售额攀升至创纪录的1.33万亿新台币（约合419亿美元）。分析师平均预计，2026年第一季度的增幅将达到28%。从月度来看，2月份营收仅增长8%，但这在一定程度上是因为今年农历新年假期在2月，而2025年则是在1月。本季度人工智能机架或服务器的出货量持续增加。鸿海表示，预计第一季度表现将符合市场预期。通过组装搭载英伟达加速器的服务器，鸿海已确立了自己在人工智能硬件领域的关键地位。

Recent headlines about Mexico travel safety have jolted sentiment and created volatility for dividend-focused investors in Grupo Aeroportuario del Pacífico (PAC) (NYSE: PAC) . Discover why this internationally exposed business may turn short-term fear into long-term opportunity in the engaging discussion below. *This video was published on Feb. 24, 2026. Continue reading

Cambria Investment Management L.P. reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 48.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,994 shares of the electric vehicle producer's stock after selling 3,689 shares during the quarter. Cambria Investment Management L.P.'s holdings in Tesla were worth $1,776,000 at the end of the most recent quarter. A number of other hedge funds have also recently made changes to their positions in TSLA. Manning & Napier Advisors LLC purchased a new position in shares of Tesla during the third quarter worth approximately $29,000. Westend Capital Management LLC bought a new position in Tesla in the third quarter worth approximately $32,000. Chapman Financial Group LLC bought a new stake in Tesla during the 2nd quarter valued at $26,000. CoreFirst Bank & Trust purchased a new stake in shares of Tesla in the 2nd quarter worth $30,000. Finally, ESL Trust Services LLC grew its position in shares of Tesla by 1,900.0% during the 2nd quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock worth $32,000 after buying an additional 95 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors. Get Tesla alerts: Sign Up Tesla Price Performance NASDAQ TSLA opened at $405.94 on Thursday. The company has a market cap of $1.52 trillion, a price-to-earnings ratio of 375.87, a PEG ratio of 13.97 and a beta of 1.89. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. The stock's fifty day moving average price is $428.32 and its 200 day moving average price is $422.35. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, beating the consensus esti...

Cambria Investment Management L.P. lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 169.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,257 shares of the semiconductor company's stock after purchasing an additional 2,050 shares during the quarter. Cambria Investment Management L.P.'s holdings in Taiwan Semiconductor Manufacturing were worth $910,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Mengis Capital Management Inc. lifted its position in Taiwan Semiconductor Manufacturing by 4.4% in the 3rd quarter. Mengis Capital Management Inc. now owns 2,980 shares of the semiconductor company's stock worth $832,000 after buying an additional 125 shares in the last quarter. ARK Investment Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 6.2% during the third quarter. ARK Investment Management LLC now owns 742,028 shares of the semiconductor company's stock worth $207,241,000 after acquiring an additional 43,098 shares in the last quarter. Smith Chas P & Associates PA Cpas acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter valued at $217,000. Dimensional Fund Advisors LP grew its stake in Taiwan Semiconductor Manufacturing by 0.5% in the third quarter. Dimensional Fund Advisors LP now owns 3,592,234 shares of the semiconductor company's stock valued at $1,003,275,000 after purchasing an additional 19,165 shares in the last quarter. Finally, United American Securities Inc. d b a UAS Asset Management purchased a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at about $8,578,000. 16.51% of the stock is owned by hedge funds and other institutional investors. Get TSM alerts...

格隆汇3月5日｜南下资金今日净卖出港股277.35亿港元，为有史以来单日最大净卖出额。其中： 净买入腾讯控股15.41亿、中国海洋石油3.21亿； 净卖出盈富基金136.6亿、恒生中国企业60.73亿、南方恒生科技39亿、阿里巴巴-W 20.28亿。 据统计，南下资金已连续5日净买入腾讯，共计69.6301亿港元；连续4日净卖出阿里巴巴，共计80.85亿港元。

Indian Prime Minister Narendra Modi said military conflict — whether in Ukraine or the Middle East — cannot resolve problems, in his first public remarks since the US sank an Iranian warship off Sri Lanka’s coast. Speaking after bilateral talks with Finland’s President Alexander Stubb in New Delhi, Modi emphasized “dialog and diplomacy” as the only sustainable path to resolving disputes. “We both agree that military conflict alone cannot yield a solution to any issue, be it Ukraine or West Asia,” he said Thursday in a joint statement with Stubb. India has so far stopped short of condemning the US-Israeli attack. New Delhi has historical ties with Iran and had previously bought large quantities of its oil. At the same time, Modi faces precarious relations with the US administration after it slapped punitive 50% tariffs on Indian exports last year, before abruptly unveiling a trade deal that reduced the duties. New Delhi’s diplomatic challenge intensified further after the US sank an Iranian warship on Wednesday, bringing the Middle East war to India’s backyard. The vessel had participated in a flagship Indian naval exercise just days earlier. Modi’s silence has drawn criticism from opposition leaders, though Stubb said the world could learn from the Indian leader’s measured and balanced approach. “You have always based your foreign policy on a pragmatic and realistic world view,” Stubb told Modi at the joint session. “You have shown the rest of the world that strategic caution and safeguarding autonomy means a lot.” The Finnish leader’s four-day visit to India comes just days after the US and Israel began coordinated military campaign against Iran. The visit carries an added weight as Stubb has emerged as one of the few leaders US President Donald Trump appears to engage with closely. The two played golf together in Florida last spring and have remained in regular contact since. India is one of the more vulnerable economies in Asia to the fallout from the war, given ...

3D_generator/iStock via Getty Images Thesis Summary Berkshire Hathaway ( BRK.B ) ( BRK.A ) has slipped around 5% following its latest earnings report, which also featured Greg Abel’s first shareholder letter. The new CEO is off to a rough start, with operating profits falling sharply in the fourth quarter. Berkshire has again refrained from buying back stock, while the company’s cash pile has grown to an extraordinary $373 billion. For many investors, this raised a deeper question. Without Warren Buffett running day-to-day capital allocation, is Berkshire still a buy? And at what point would Berkshire itself begin to deploy capital in buybacks? Looking beyond the headlines, though, the company still embodies what it has always been: A gigantic cash-generating and compounding machine trading at a reasonable price. And although it’s still on a lot of cash, it has been deploying capital smartly, as I highlighted in my last piece. The recent sell-off now puts Berkshire into undervalued territory, in my opinion. The Market Is Underwhelmed Berkshire’s fourth-quarter numbers disappointed investors; that much is obvious from the price action. BRK Earnings (10K) Operating profits declined roughly 30% YoY, and even adjusting for certain factors such as currency swings and goodwill write-downs, earnings were still down close to 20%. The biggest driver behind this underperformance was insurance underwriting, where profits fell more than 50%. This is an issue because insurance is the financial engine that underpins Berkshire’s entire structure. It generates the “float,” the massive pool of capital, which Buffett historically used to fund investments across the company. BRK cash pile ( Gainify ) Meanwhile, Berkshire continues to accumulate cash at an almost absurd pace. The company now holds roughly $373 billion in cash and Treasury bills. Investors are rightfully beginning to wonder when this capital will be put to good use. But Berkshire hasn’t bought back stock since mid-2024,...

沪深股通今日合计成交3163.47亿，其中 紫金矿业 和 新易盛 分居 沪股通 和深股通个股成交额首位。板块主力资金方面，电子板块主力资金净流入居首。ETF成交方面，旅游ETF（159766）成交额环比增长179%。 龙虎榜方面，脑机接口概念人气股 岩山科技 强势涨停，获两家机构买入1.9亿，深股通买入3.11亿，两家一线游资（ 国泰海通 证券武汉紫阳东路、国泰海通证券三亚迎宾路）合计买入4.86亿。油气股午后冲高回落，多家机构大量卖出，其中 通源石油 遭两家机构卖出1.15亿， 洲际油气 遭两家机构卖出7.42亿， 准油股份 遭三家机构卖出0.74亿， 贝肯能源 遭四家机构卖出0.48亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1475.66亿，深股通总成交金额为1687.82亿。 从沪股通前十大成交个股来看，紫金矿业位居首位； 佰维存储 和 特变电工 分居二、三位。 从深股通前十大成交个股来看，新易盛位居首位； 宁德时代 和 中际旭创 分居二、三位。 二、板块个股主力大单资金 从板块表现来看，光学光电子、电网设备等板块涨幅居前，农业、油气、贵金属、港口航运等板块跌幅居前。 从主力板块资金监控数据来看，电子板块主力资金净流入居首。 板块资金流出方面， 有色金属 板块主力资金净流出居首。 从个股主力资金监控数据来看，主力资金净流入前十的个股所属板块较为分散，新易盛净流入居首。 主力资金流出前十的个股所属板块较为分散，紫金矿业净流出居首。 三、ETF成交 从成交额前十的ETF来看，A500ETF基金（512050）成交额位居首位，恒生科技ETF（513130）成交额位居次席。 从成交额环比增长前十的ETF来看，旅游ETF（159766）成交额环比增长179%位居首位；恒生红利低波ETF易方达（159545）成交额环比增长170%位居次席。 四、期指持仓 四大期指主力合约中，IH、IF、IC、IM合约多空双方均减仓，空头减仓数量较多。 五、龙虎榜 1、机构 今日龙虎榜机构活跃度较高，买入方面，脑机接口概念人气股岩山科技强势涨停，获两家机构买入1.9亿，同时深股通买入3.11亿。 卖出方面，油气股午后冲高回落，多家机构大量卖出，通源石油遭两家机构卖出1.15亿，洲际油气遭两家机构卖出7.42亿，准油股份遭三家机构卖出0.74亿，贝肯能源遭四家机构卖出0.48亿。C...

Tourism in Mexico is at an all-time high, with foreign visitors lured by the country’s rich culture and low costs. The Guardian visits Oaxaca, a state synonymous with indigenous culture, where tourism has grown 77% since the pandemic and once private family rituals such as the Day of the Dead are now big international parties. But with this opportunity comes a growing backlash across the country, as local people struggle with a cost of living crisis that is exacerbated by the tourism industry’s exponential growth Continue reading...