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外媒:伊朗向印度提条件
券商中国· 2026-03-17 23:29
据路透社16日援引3名消息人士的说法报道,伊朗已要求印度释放此前扣押的3艘油轮,目前双方正就确保悬挂 印度国旗或驶往印度的船只能够通过霍尔木兹海峡进行谈判。 来源:环球时报 责编:汪云鹏 校对: 王锦程 百万用户都在看 阿联酋,突发!富查伊拉港,暂停石油装载!伊朗,最新发声! 利空突袭!AI巨头,传出大消息! 全线拉升!刚刚,12.67万人爆仓!伊朗局势,传出大消息! 刚刚,集体杀跌!阿曼,突传重磅!CTA冲击波来袭 中东动荡!"黑天鹅"起飞,全球股市重挫!A股优势在哪? 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 报道称,印度方面今年2月在其领海附近扣押这3艘油轮。印度指控这些船只涉嫌隐瞒或篡改识别及航行信息, 涉嫌从事非法货物转运活动。目前,这3艘船停泊在孟买外海。 F 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 ...
霍尔木兹海峡,突发!美军,投下重磅弹药!散户突然停止“抄底”,什么情况?
券商中国· 2026-03-17 23:29
Group 1: Iran Situation - The Iranian Supreme National Security Council confirmed the death of its secretary, Ali Larijani, in an airstrike [1][3] - The U.S. military successfully destroyed fortified missile launch sites near the Strait of Hormuz, which posed a threat to international shipping [1] - Iranian officials, including the Speaker of the Islamic Consultative Assembly, stated that the Strait of Hormuz will not return to its pre-war state [4] Group 2: U.S. Market Reaction - U.S. stock indices experienced fluctuations, with the Dow Jones slightly up by 0.10% and the Nasdaq and S&P 500 also showing modest gains [2] - Retail investor sentiment has declined significantly due to the escalating situation in Iran, with a nearly 30% drop in weekly purchase volume from March 5 to 11 [2][7] - Retail investors are showing a preference for large-cap tech stocks while reducing exposure to energy stocks amid the geopolitical tensions [8] Group 3: Geopolitical Tensions - President Trump expressed disappointment with NATO allies for not participating in U.S. proposed escort operations in the Strait of Hormuz [5][6] - The situation in the Strait of Hormuz has led to a near-total disruption of shipping due to military actions by the U.S. and Israel against Iran [5] - The European Union has indicated that it does not wish to become involved in the conflict, stating that it is "not Europe's war" [6]
腾讯大动作:QClaw即将上线!英伟达也有新布局
券商中国· 2026-03-17 23:29
"养龙虾"热潮持续! 3月17日消息,腾讯QClaw将于近期开启公测,或于3月18日发布全新版本,微信入口也会全面升级。 此外,据腾讯云3月13日消息,腾讯电脑管家在18.0新版本推出"龙虾管家·AI安全沙箱"功能,为本地运行的AI Agent提供一站式安全防护。据介绍,用户无需复杂部 署,即可开启多重安全保护,覆盖系统安全、Skills安全、支付安全、Prompt安全等多个维度,实现AI应用的隔离运行、全程防护、行为溯源。目前,"龙虾管家"已 支持OpenClaw、QClaw、OneClaw、LobsterAI等多种"龙虾"。 同时,在近日举行的英伟达GTC 2026上,英伟达创始人黄仁勋在演讲中反复强调OpenClaw的重要性,并发布了英伟达自己的企业级"养龙虾"工具NemoClaw。 腾讯QClaw即将上线,微信入口全面升级 3月17日,腾讯AI官方X账号"Tencent AI"发文称:"我们一直在悄悄进行测试,明天会有更多龙虾。"此推文迅速被OpenClaw团队成员转发。 据界面新闻援引腾讯内部人士消息称,腾讯QClaw将于近期开启公测,3月18日将发布全新版本,微信入口会全面升级,进一步提升互联体验 ...
美国反恐中心主任:无法支持对伊战争,辞职!
券商中国· 2026-03-17 15:05
他在发布于社交平台上致美国总统特朗普的一封信中表示:"伊朗并未对我国构成迫在眉睫的威胁。" 肯特在信中说:"凭良心讲,我无法支持正在进行的对伊战争。伊朗并未对我国构成迫在眉睫的威胁,很明 显,我们发动这场战争是因为以色列及其强大游说力量施加的压力。" 当地时间3月17日,美国国家反恐中心主任约瑟夫·肯特因美国与以色列对伊朗发动战争而辞职。 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 一些专家表示,按照现行法律,美国若要发动战争,必须存在"迫在眉睫的威胁"。白宫没有立即回应置评请 求。美国国家情报总监办公室也没有立即回应。 来源: ...
深夜,全线大涨!霍尔木兹海峡,突传重磅!
券商中国· 2026-03-17 15:05
霍尔木兹海峡持续牵动金融市场神经。 今晚,美股三大指数集体走强,大型科技股普涨,航空板块全线大涨,阿拉斯加航空一度大涨超7%,美国航 空一度大涨超5%,国际油价涨幅明显收窄。消息面上,美国白宫国家经济委员会主任凯文·哈西特在最新的讲 话中表示,油轮"已经开始零星通过"霍尔木兹海峡。另据彭博汇编的船舶追踪数据,过去24小时内,伊朗关联 船只通行量跃升至12艘,创美伊战争爆发以来新高。 中东战事方面,据央视新闻,以色列总理内塔尼亚胡当地时间17日发表讲话称,拉里贾尼已被打死。以军当日 凌晨发动了一场空袭,袭击地点位于伊朗首都德黑兰。另据新华社援引路透社17日报道,伊朗最高领袖穆杰塔 巴·哈梅内伊拒绝了一项同美国缓和局势或停火的提议。穆杰塔巴在外事会议上指出,"眼下并非和平的时 机",并表示美国和以色列必须被击败并支付赔偿。 美股全线走强 北京时间3月17日晚间,美股三大指数集体高开,截至22:45,道指涨0.55%,纳指涨0.72%,标普500指数涨 0.64%。 美股大型科技股普涨,亚马逊、台积电ADR、特斯拉涨超1%,英伟达、苹果、谷歌、微软、Meta均小幅上 涨。 美股航空股全线大涨,达美航空大涨超4%,美 ...
15只硬科技基金获批!聚焦战略性新兴产业等方向
券商中国· 2026-03-17 15:05
Core Viewpoint - The China Securities Regulatory Commission (CSRC) has approved a new batch of 15 hard technology-themed fund products, focusing on core technology and strategic emerging industries, particularly in artificial intelligence and innovation sectors [1][2]. Group 1: Fund Products Overview - A total of 15 products have been approved, including 7 passive funds tracking the China Securities Innovation and Entrepreneurship Artificial Intelligence Index and 8 actively managed funds based on the China Strategic Emerging Industries Composite Index [1][2]. - The passive funds include various forms such as ETFs and index funds, which offer advantages like low fees, high transparency, and minimal tracking errors, making them suitable for both quick trading and long-term investments [1]. - The China Securities Innovation and Entrepreneurship Artificial Intelligence Index selects 50 listed companies involved in providing resources, technology, and application support for artificial intelligence, accurately reflecting the performance of AI-themed stocks in the innovation and entrepreneurship sectors [1]. Group 2: Actively Managed Funds - The 8 actively managed funds aim to leverage the expertise of fund managers to select high-quality targets within nine strategic emerging industries, seeking to outperform the index and provide long-term value for investors who prefer active management [2].
4倍大牛股,突传利好!超级赛道,再迎重磅催化!
券商中国· 2026-03-17 12:59
Core Viewpoint - The article highlights the growing interest and investment in liquid cooling systems for AI data centers, particularly with Google negotiating with Chinese companies like Invec for procurement, indicating a competitive landscape in global AI infrastructure development [1][3]. Group 1: Market Developments - Google is reportedly in talks with Invec and other Chinese firms for data center liquid cooling equipment, emphasizing the increasing demand for advanced cooling solutions due to high-density computing [3]. - Invec's stock has surged over 400% in the past year, reflecting strong market performance and investor interest in the liquid cooling sector [1]. - The liquid cooling server index has seen a rise of over 100% from April 9 of the previous year to March 11 of this year, with Invec's stock increasing by more than 330% during the same period [3]. Group 2: Market Potential - The global AI server liquid cooling system market is projected to grow from $8.9 billion last year to over $17 billion by 2026, driven by demand from cloud service providers deploying custom AI chips [6]. - The AI industry is expected to grow at a compound annual growth rate (CAGR) of 42% from 2022 to 2032, reaching $1.3 trillion by 2032 [6]. - The Chinese liquid cooling server market is forecasted to reach 29.4 billion yuan by 2025 and exceed 40 billion yuan by 2027, indicating significant domestic growth potential [6]. Group 3: Investment Opportunities - Investment opportunities in liquid cooling are identified in three main areas: high-power chip cooling, data center applications, and thermal management for electric vehicle batteries [7]. - Invec is expected to see sequential revenue growth in its liquid cooling business, with potential orders from Google for cooling distribution units and other components [7]. - The market for liquid cooling systems is highly segmented, with various suppliers providing different components, and Chinese manufacturers are gaining market share due to local demand and cost advantages [7].
百强名单出炉!基金销售机构2025年战绩公布,指数基金成为“必争之地”
券商中国· 2026-03-17 12:59
Core Viewpoint - The article discusses the latest data on the sales and retention scale of public funds by the top 100 fund distribution institutions, highlighting significant changes in rankings and growth in specific fund types, particularly index funds [1][4]. Group 1: Fund Distribution Institutions - Three institutions, namely Kaiyuan Securities, Dongguan Bank, and Bohai Securities, entered the top 100 list in the second half of 2025, while Lide Fund, Tianfeng Securities, and Guodu Securities exited the list [1]. - The top 100 fund distribution institutions collectively held an equity fund retention scale of 6 trillion yuan by the end of 2025, marking a 16.7% increase from the end of the first half of 2025 [4]. Group 2: Fund Types and Growth - The retention scale of stock index funds reached 2.42 trillion yuan, reflecting a 23.7% increase from the first half of 2025, making it a primary focus for various distribution channels [4][2]. - Non-money market fund retention reached 11.7 trillion yuan, with a growth of 14.7% compared to the previous half [4]. Group 3: Market Share and Channel Analysis - Banks maintained the largest share in non-money and equity fund retention, with respective proportions of 41.66% and 40.2%, although these figures decreased by 1.44% and 1.59% from the previous half [5]. - Securities firms showed a high proportion of stock index funds, with some firms like CITIC Securities and Huatai Securities exceeding 90% in their equity fund scale [5]. Group 4: Competitive Landscape - The article emphasizes that leading institutions are strengthening their market positions, while smaller institutions face increased competition [6][7]. - Independent fund sales institutions are noted for their advantages in entry, traffic, and scenario, allowing them to convert active users into fund clients more efficiently [8].
中国海警:依法警告驱离日方船只
券商中国· 2026-03-17 12:59
中国海警依法驱离日非法进入我钓鱼岛领海船只 3月16日,日本"朝丸"号渔船非法进入中国钓鱼岛领海,中国海警舰艇依法对其采取必要管控措施并警告驱离。钓鱼岛及其附 属岛屿是中国固有领土,我们敦促日方立即停止在该海域的一切侵权挑衅行径。中国海警将持续在钓鱼岛海域开展维权执 法,维护国家主权和海洋权益。 来源:中国海警 责编:汪云鹏 校对: 王锦程 百万用户都在看 阿联酋,突发!富查伊拉港,暂停石油装载!伊朗,最新发声! 利空突袭!AI巨头,传出大消息! 全线拉升!刚刚,12.67万人爆仓!伊朗局势,传出大消息! 刚刚,集体杀跌!阿曼,突传重磅!CTA冲击波来袭 中东动荡!"黑天鹅"起飞,全球股市重挫!A股优势在哪? 券中社 12 券 商 中 国 X 券中社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体, 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 ...
突发!莫斯科遭大规模袭击!
券商中国· 2026-03-17 11:08
Group 1: Drone Attacks in Moscow - Moscow has experienced the largest drone attack of the year, with over 181 drones intercepted by the Russian defense system from March 14 to March 16 [2][3][4] - The Russian defense ministry reported that 145 drones were intercepted on March 15-16, with 53 of them targeting Moscow [4] - Ukrainian forces claimed to have shot down or suppressed 194 drones during the same period, indicating ongoing aerial confrontations [4] Group 2: Impact on Peace Negotiations - Recent peace talks between Russia, the U.S., and Ukraine have been postponed due to the escalating situation in the Middle East [6][7] - Russian presidential spokesperson Peskov stated that the focus on Middle Eastern conflicts has diverted U.S. diplomatic resources away from the Ukraine issue, leading to a pause in negotiations [7] - Analysts suggest that the continuation of Middle Eastern conflicts may hinder the resumption of peace talks, while a decrease in conflict intensity could allow for renewed diplomatic efforts [7]