// 热点头条 // 1. 英伟达： CEO 黄仁勋表示， 1 万亿美元以上收入预期具有强烈的 " 能见度 " 。黄仁勋指出，这样的 预期仅包含 Blackwell 和 Rubin 两大核心架构产品线的收入，还不包括即将发布的新品，也不包括新增 的地区和市场。英伟达计划将 50% 的自由现金流用于回报投资者；预计将在下半年回购股票，并派 息。 2. 高通：宣布批准 200 亿美元股票回购计划并上调季度分红，季度分红自每股 89 美分上调至每股 92 美 分，向市场释放对未来业绩增长的充足信心。作为全球核心的移动芯片供应商，此次大额回购与分红调 整，也反映出公司在 AI 手机、智能汽车等新兴业务板块的盈利预期持续向好。业务端持续推进 5G 与 芯片相关技术研发，在物联网、汽车电子等领域的布局持续落地，相关产能与供应链调度保持稳健。 5. 阿里：发布全球首个企业级 AI 原生工作平台 " 悟空 " ，该平台可帮助企业搭建起 24 小时不间断运转 的数字化工作体系，覆盖智能办公、流程自动化、数据分析等多个场景，可大幅提升企业运营效率，赋 能企业数字化转型过程中的 AI 落地需求，目前已在制造、零售、金融等多个行业开 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本文件的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本文件全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任 。 2026 年3月18日 （香港股份代號 : 5） HSBC Holdings plc 滙豐控股有限公司 發行永久後償或有可轉換證券 隨附之公告現正於若干 HSBC Holdings plc 滙豐控股有限公司上市之證券交易所發布。 代表 滙豐控股有限公司 集團公司秘書長 麥安琦 於本公告發表之日，滙豐控股有限公司董事會成員包括： 聶智恆*、艾橋智、鮑哲鈺†、孫瑋†、段小纓†、范貝恩女爵士†、傅偉思†、高安賢†、古肇華†、郭珮 瑛、麥浩智博士†、莫佩娜†、梅愛苓†及張瑞蓮†。 * 獨立非執行主席 † 獨立非執行董事 HSBC Holdings plc 滙豐控股有限公司 註冊辦事處及集團總管理處： 8 Canada Square, London E14 5HQ, United Kingdom 網站：www.hsbc.com 英格蘭及威爾斯註冊有限公司。註冊編號： 617987 非於美國發布或分發 2026 ...

Group 1 - Cécile Ratcliffe has been appointed as the CEO of HSBC Continental Europe, effective from June 1, 2026, pending regulatory approval, succeeding Christopher Davies [3][4] - Under Ratcliffe's leadership, HSBC Continental Europe aims to be a financing powerhouse and the number one international bank for corporate and institutional clients, enhancing connections between Europe and the global market [4][5] - Michael Roberts, CEO of HSBC Bank plc, expressed his support for Ratcliffe's appointment and acknowledged the contributions of Christopher Davies during the transition [5] Group 2 - Cécile Ratcliffe has extensive experience in the banking sector, having joined Citigroup in 1993 and held various leadership roles, including Chief Country Officer for France and Belgium [6] - HSBC Continental Europe operates as a subsidiary of HSBC Holdings plc, providing corporate and institutional banking, private banking, insurance, and asset management services across ten European countries [8] - As of December 31, 2025, HSBC Holdings plc reported total assets of US$3,233 billion, positioning it as one of the largest banking and financial services organizations globally [7]

AI and data centres prefer hubs and speed. Hyperscalers' preferred locations in the US continue to skew towards the East of the country and urban or suburban locations close to existing hubs including Washington D.C/Northern Virginia, Chicago/Ohio or Dallas/Texas. In a competitive mindset, with an all of the above approach to generation and priority of speed, securing a grid connection ranks top among hyperscalers' preferences. Access to renewables or cost of power are part of the considerations but do not ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it ...

HSBC upgraded NIO stock to Buy, citing stronger 2026 vehicle growth as new models launch across the NIO, ONVO, and FIREFLY brands. ...

Allianz and Sun Life Financial are considering making offers for HSBC’s Singapore-based insurance business, Bloomberg has reported. The potential sale comes after HSBC announced it was assessing the future of this unit as part of a strategic review. According to people familiar with the process, Japan’s Dai-ichi Life Holdings and Nippon Life Insurance are also potential bidders for HSBC Life Singapore. The sources said initial offers could be submitted in the coming weeks, following the start of a form ...

Group 1 - Zhaoyi Innovation (03986) saw an intraday increase of 1.72% amid rising shipping risks in the Hormuz Strait affecting the supply chain of key raw materials like helium [1] - Rongchang Bio (09995) rose over 3.6% after its RC288 injection application was accepted by NMPA, showing excellent anti-tumor activity and safety in preclinical studies [1] - Swire Properties (01972) increased by over 2.2% following the release of its 2025 full-year results, reporting revenue of HKD 16.041 billion, a year-on-year increase of 11%, and a basic earnings per share of HKD 1.49 [1] Group 2 - Health 160 (02656) surged over 10%, reaching a new high of HKD 140.5, with a nearly doubled stock price since March 9, despite a previous drop of about 30% on February 11 [2] - Gaming stocks collectively rose, with notable increases in companies like Boyaa Interactive (00434) up 4.44% and Tencent (00700) up 1.1%, following Apple's announcement of a commission rate adjustment for the App Store in mainland China [2] - Qidian Guofeng (01280) experienced a significant rise of over 26% after announcing a sales contract for AI servers with an independent third party [2] Group 3 - Hong Kong bank stocks fell again, with Standard Chartered (02888) down 4.67% and HSBC Holdings (00005) down 3.8%, amid ongoing tensions in the Middle East affecting transactions involving Asian balance sheets [3] - Cement stocks saw a general increase, with China National Building Material (03323) up 2.62%, as construction activity picked up post-Lantern Festival, leading to a steady recovery in cement market demand [3] - Domestic property stocks rebounded, with CIFI Holdings (00884) up 2.9% and Sunac China (01918) up 5.45%, as recent data indicated a 3.3% year-on-year decline in second-hand housing listings in Shenzhen [4] Group 4 - Yao Cai Securities (01428) saw a significant rise of over 39% after extending the acquisition offer deadline with Ant Group to March 25, 2026 [4] - PayPay (PAYP.US), a digital wallet operator backed by SoftBank, debuted on the US stock market with a 13.5% increase, achieving a market cap of nearly USD 12 billion [5] - Chinese electric vehicle companies NIO (NIO.US) and Xpeng Motors (XPEV.US) saw stock increases of 1.46% and 3.58%, respectively, amid discussions of potential collaborations with European automotive giant Stellantis [5] Group 5 - Storage stocks collectively declined, with SanDisk (SNDK.US) down 5.59% and Micron Technology (MU.US) down 3.19%, following negative sentiment from short-seller Citron Capital [6] - Optical communication stocks fell, with Applied Optoelectronics (AAOI.US) down 16.39%, despite securing a bulk order for a new data center transceiver [6] - Agricultural input stocks continued to rise, with CF Industries Holdings (CF.US) up 13.21%, driven by supply chain disruptions in the Middle East affecting fertilizer transportation [7] Group 6 - Oil stocks rose sharply, with Battalion Oil (BATL.US) up 15.48% as international oil prices surged, with WTI crude rising over 8% to USD 94.66 [8] - EHang Intelligent (EH.US) reported total revenue of RMB 509.5 million (approximately USD 72.9 million) for the fiscal year 2025, marking an 11.7% year-on-year increase, despite a net loss of RMB 231 million [8]

Group 1 - Hong Kong bank stocks have declined again, with Standard Chartered down 3.17% at HKD 167.9 and HSBC down 3.03% at HKD 125 [1] - The ongoing geopolitical tensions in the Middle East have led several global banks, including HSBC and Standard Chartered, to inform some Middle Eastern clients that certain transactions involving Asian balance sheets will be postponed [1] - As regional conflicts escalate, bank officials are privately reassessing their expansion plans in the Gulf region and carefully weighing the risks arising from the Middle Eastern conflicts [1] Group 2 - According to a report by JPMorgan analysts, HSBC and Standard Chartered are the European banks with the largest exposure to Middle Eastern risks, with contributions to their pre-tax profits from the region being 4% and 12% respectively [1]

消息面上，当前，中东地缘局势持续紧张。据报道称，包括汇丰和渣打在内的多家全球性银行，已通知 部分中东客户，涉及亚洲资产负债表的若干交易将暂缓推进。知情人士指，随着区域冲突升温，多名银 行人士私下表示，正重新评估在波斯湾的扩张计划，并审慎衡量中东冲突引发的一系列风险。摩根大通 分析师在报告表示，汇丰和渣打是中东风险敞口最大的欧洲银行，该地区对这两家银行税前利润的贡献 分别为4%和12%。 香港银行股再度走低，截至发稿，渣打集团(02888)跌3.17%，报167.9港元；汇丰控股(00005)跌3.03%， 报125港元。 ...