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Morning Brief: 3 factors have made for big historical stock market losses
Yahoo Finance· 2026-03-25 10:00
One of the most potent is that stocks usually go up . Another is that stocks usually have pullbacks greater than 10% every year. (The average drawdown in the last 40 years is 14.2% intrayear, according to JPMorgan.)See what else is trending on Yahoo Finance .🍏 Apple plans AI reboot with Siri app, 'Ask Siri' button. Pencil in June 8 on your calendars.🎮 Fortnite parent Epic Games to lay off more than 1,000 . The company says it's due to slower growth and NOT because of AI.🍪 Arm has a new AI chip . It expects ...
公司问答丨泰凌微:公司和很多国内外一线客户有合作关系 其中包括英伟达
Ge Long Hui A P P· 2026-03-25 08:51
格隆汇3月25日|有投资者在互动平台向泰凌微提问:公司是否给华为、英伟达、苹果等供货?泰凌微 回复称,公司和很多国内外一线客户有合作关系,其中包括英伟达(Nvidia)。公司是苹果MFi官方授权 成员。公司方案支持客户产品接入苹果HomeKit及Find My生态。 ...
Prediction: The Artificial Intelligence (AI) Stocks That Win in 2026 Won't Be the Same Ones That Won in 2025
The Motley Fool· 2026-03-25 08:10
Artificial intelligence (AI) stocks have been leading the S&P 500 higher over the past few years amid excitement about this potentially game-changing technology. Importantly, AI has started to demonstrate its strengths as companies already are generating billion-dollar revenue through sales of AI tools -- and others are seeing results as they apply these products to their businesses.Though AI stocks have encountered some rough patches in recent months, and the geopolitical backdrop has weighed on appetite f ...
富国盘点半导体要闻:苹果(AAPL.US)C1X实现“代际飞跃”,英伟达(NVDA.US)新机架定价最高880万美元
智通财经网· 2026-03-25 07:01
分析师称,据报道,SK海力士正将其清州M15X DRAM晶圆厂的第二期洁净室设备搬入时间提前约两 个月,该进度较原计划有所提前。此外,SK海力士还将Yongin晶圆厂洁净室的启用时间从2027年5月提 前至2027年2月。分析师还特别提及,SK海力士计划在截至2027年12月的两年期内,向阿斯麦 (ASML.US)采购价值69亿欧元(约合80亿美元)的极紫外光刻(EUV)设备订单。 智通财经APP获悉,富国银行近日特别提到有关半导体和信息技术硬件的重要新闻报道,其中包括苹果 公司(AAPL.US)C1X调制解调器的出色表现,这一情况自上周以来一直持续。 由分析师亚伦·雷克斯(Aaron Rakers)领衔的团队指出,美国人口普查局周一公布的1月建筑数据显示,经 季节性调整后,美国数据中心建设支出达到470亿美元,同比增长31%。滚动三个月的数据中心建设支 出总计1382亿美元,同比增长30%,较去年12月27%的增幅有所加速。 分析师援引相关报道,给出了英伟达(NVDA.US)Vera-Rubin Ultra NVL144机架级产品的当前定价预估, 范围在700万至880万美元之间,相比之下,Grace-Bl ...
摩根士丹利:iPhone 换机创10年新高,瑞声科技(02018.HK)深度受益
Ge Long Hui· 2026-03-25 06:39
在摩根士丹利的"Asia iPhone Supply Chain"分类中,瑞声科技以声学/触感/VC散热的身份列为主要供应 商,预计 2026年苹果业务贡献占比达到25–30%,并被赋予 Overweight(增持)评级。在AI手机竞争日益 激烈的当下,苹果保持稳定规格升级节奏,进一步强化了产业链的"高端锁定效应"。瑞声则成为这一趋 势最直接的受益者: · 声学升级:AI交互提升对拾音与回声抑制要求 摩根士丹利在《Global Insight 2025 Smartphone Survey》中指出,随着高端用户换机意愿持续走强、苹 果生态黏性进一步提升以及全球智能手机在功能与AI能力上的迭代加速,苹果产业链供应商将在未来 1–2年获得更高的需求质量与更稳定的份额增量。作为苹果声学、触感驱动及热管理关键供应商之一的 瑞声科技,是本轮结构性趋势中的核心受益方。 根据摩根士丹利最新调查:中国有高达52%的iPhone用户表示"极可能在12个月内换机",刷新十年调查 历史;全球换机率同比提升 5 个点,达到 43%;苹果是唯一"净换机为正且持续改善"的品牌,说明消费 者对高端体验与生态延续高度依赖。换句话说,即便行业整 ...
Detease: The “AI Halo” Trades
Stockgumshoe· 2026-03-25 05:01
Several readers have asked about the latest ad for the Trading Club at Porter & Co., and many of the themes are similar to past Porter & Co. ads for other services… but I thought we’d dig in and see if we can help answer some of your questions. Their Trading Club service is largely a quarterly options-trading advisory, recommending either selling calls or buying puts (or both) to profit from moves in stocks that they believe present an “asymmetric” opportunity for short-term gains (according to their pitch, ...
Apple Readies Introduction of AI Agent-Like Siri
PYMNTS.com· 2026-03-25 01:26
Apple is preparing to unveil a new version of its Siri voice assistant that will be more like an artificial intelligence agent and will interact in a conversational way through both text and voice, Bloomberg reported Tuesday (March 24), citing unnamed sources.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this ...
盘前必读丨银行密集发布贵金属风险提示;理想汽车宣布10亿美元股票回购计划
Di Yi Cai Jing Zi Xun· 2026-03-25 00:01
日本央行公布1月货币政策会议纪要 上海国际半导体展览会(3/25-3/27) 2026中国商用车论坛(湖北十堰,3/25-3/27) 五矿商会举办稀土和稀有金属出口政策及形势说明会 2026中关村论坛年会(北京,3/25-3/29) 第十一届钙钛矿与叠层电池(长三角)产业化论坛暨首届太空光伏技术与应用创新论坛(无锡,3/25-3/27) 财报发布:拼多多 ►►为保持银行体系流动性充裕,2026年3月25日,中国人民银行将以固定数量、利率招标、多重价位 中标方式开展5000亿元MLF操作,期限为1年期。 ►►在23日举行的中国发展高层论坛2026年年会上,国家数据局局长刘烈宏给出了一个清晰的定位: Token"词元"不仅是智能时代的价值锚点,更是连接技术供给与商业需求的"结算单位",为商业模式的 落地提供了可量化的可能。这也从官方角度上为Token给出了翻译:词元。 【财经日历】 第十六届中国国际清洁能源博览会(北京,3/25-3/27) ►►据证券时报,高盛首席中国股票策略分析师刘劲津3月24日表示,国际投资者对于中国股票的兴趣 可能已攀升至近年高点,当时仅有约10%的受访客户认为中国股市"不可投资",相比两 ...
OpenAI's Once Viral Sora AI Video App Is Being Discontinued
CNET· 2026-03-24 21:24
OpenAI confirmed on Tuesday that it is discontinuing its once-viral AI video app, Sora. OpenAI's $1 billion deal with Disney, which included licensing of over 200 Disney characters to appear on Sora, is also ending."We've decided to discontinue Sora in the consumer app and API," an OpenAI spokesperson told CNET. "As we focus and compute demand grows, the Sora research team continues to focus on world simulation research to advance robotics that will help people solve real-world, physical tasks."There's no t ...
Apple to Release 'Ask Siri' Feature as Part of Reboot
Youtube· 2026-03-24 20:17
I actually want to move on to your Apple Scoop because that hit the wire in the last few minutes or so. Apple testing a standalone app for its Siri voice assistant and a new asked Siri feature. How does this fit into the company's broader A.I. overhaul. Well, Apple's A.I. vision, Apple's reboot of Apple Intelligence and Siri. The idea is to release a system wide agent using Siri and Apple intelligence to help you get things done throughout your day, like a copilot, across your phone, across your iPad, acros ...