文字早评 2026/03/17 星期二 宏观金融类 股指 【行情资讯】 4、蚂蚁集团，收购耀才证券金融获批，预计将于 3 月 30 日完成交割。 基差年化比率： IF 当月/下月/当季/隔季：11.34%/6.07%/10.69%/7.68%； IC 当月/下月/当季/隔季：4.99%/6.22%/13.43%/9.39%； IM 当月/下月/当季/隔季：17.94%/11.58%/19.05%/12.67%； IH 当月/下月/当季/隔季：4.28%/1.88%/2.43%/3.61%。 【策略观点】 近日在美伊冲突扰动全球风险偏好，油价持续上涨、核心 PCE 数据及就业基本符合预期，美联储降息预 期减弱，美债收益率快速攀升；国内出口韧性、PPI 连续收窄，建议关注战局转变，注意控制风险。 国债 【行情资讯】 行情方面：周一，TL 主力合约收于 110.630 ，环比变化-0.39%；T 主力合约收于 108.120 ，环比变 化-0.09%；TF 主力合约收于 105.885 ，环比变化-0.08%；TS 主力合约收于 102.432 ，环比变化-0.03%。 1、中国商务部副部长李成钢：中美已就一些议题 ...

Core Insights - Nebius Group's shares increased by 14.87% following a $27 billion deal with Meta Platforms [1] - The partnership will provide Meta with $12 billion worth of AI infrastructure starting in 2027, utilizing Nvidia's Vera Rubin supercomputing platform [3][5] - Meta has also committed to purchasing an additional $15 billion in compute capacity from Nebius over five years [5] Company Performance - Nebius Group's market capitalization is currently $28 billion, with a stock price of $16.79 [4] - The company's revenue surged by 479% to $530 million in 2025, and its stock price has increased over 350% in the past year [6][7] Strategic Partnerships - Nebius has established itself as a leading European data center operator, forming partnerships with major AI companies [6] - Nvidia announced a $2 billion investment in Nebius to enhance the development of AI factories [6] - In September, Nebius secured a multibillion-dollar agreement to supply AI infrastructure to Microsoft [6]

重要的消息有哪些 1.中国商务部国际贸易谈判代表兼副部长李成钢16日说，过去的一天半时间，中美双方团队进行了深入、坦诚、建设性的磋商。通过这次的磋商，双方已 经就一些议题取得了初步共识，下一步我们将继续保持磋商进程。 2.李成钢16日说，中方对美方单边的301调查的立场是一贯的，我们反对这种单边的调查。我们对这些调查的可能结果对来之不易的中美稳定的经贸关系 可能造成的干扰和破坏表示担忧。 3.金融监管总局党委3月16日召开扩大会议，会议强调，稳妥化解重点领域风险。有力有序有效推进中小金融机构风险化解，牢牢守住不"爆雷"底线。进 一步发挥"保交房"白名单制度作用，加快建立与房地产发展新模式相适应的融资制度。依法合规支持融资平台债务风险化解。严防严打严处非法金融活 动，坚决守好人民群众"钱袋子"。 4.工业和信息化部召开干部大会。会议强调，要推动产业体系优化升级。实施传统产业焕新行动，部署实施重大技术改造升级工程，做好新型技术改造城 市试点工作，强化标准引领、质量提升、品牌建设。培育壮大新兴产业和未来产业，打造集成电路、航空航天、生物医药等新兴支柱产业，推动建立未来 产业投入增长和风险分担机制。大力发展智能制造、 ...

Core Insights - A wave of layoffs in the tech sector indicates that AI is impacting the job market not by directly replacing jobs, but by reallocating funds that would typically be used for employee compensation towards AI investments [2][5][6] Company Actions - Atlassian announced a 10% workforce reduction to increase investments in AI software [3] - Block is cutting 40% of its workforce as it shifts focus to AI [3] - Meta is reportedly considering a 20% workforce reduction while planning to spend up to $135 billion on AI and data centers this year [3] Economic Implications - The trend suggests that AI is not directly replacing jobs, but rather that job cuts are financing AI expenditures [5] - A survey revealed that 26% of business leaders are laying off workers, and 54% are reducing compensation to fund AI initiatives [6][7] Employee Impact - Companies are prioritizing AI investments over employee compensation, which may lead to dissatisfaction among high-performing workers [8] - Employees may seek new job opportunities due to reduced raises and layoffs, potentially impacting talent retention in the long term [8][9]

Core Insights - Meta is planning to lay off approximately 20% of its workforce as part of a strategy to cut costs while increasing reliance on AI technologies [1][5] - The company has been investing heavily in AI, including the establishment of a "superintelligence team" aimed at achieving artificial general intelligence (AGI) [2] - Despite significant investments, Meta has faced challenges in delivering successful AI projects, leading to delays and setbacks [4] Workforce and Layoffs - Meta's executives are reportedly preparing for layoffs, although no specific date or number of employees has been confirmed [1][5] - This potential reduction in workforce would mark the first major layoffs since the company's shift towards developing its own AI models [5] - Previous layoffs included a total of 21,000 employees between 2022 and 2023 [5] AI Investments and Strategy - The company has made substantial investments in AI, including high-profile hires and acquisitions, such as a $14.3 billion deal for Scale AI's co-founder and $100 million signing bonuses for OpenAI engineers [3] - Meta continues to ramp up spending on AI projects, with plans to invest $600 billion in data centers by 2028 [6] - Recent acquisitions include the purchase of Moltbook and a $2 billion deal for the Chinese startup Manus [6] Challenges and Setbacks - Meta's AI initiatives have not yet yielded significant public successes, with delays reported for its foundational model, Avocado [4] - The company has faced difficulties with its Llama 4 models and is currently dealing with legal issues related to its AI-powered smart glasses [4] - Rising costs associated with these AI projects are contributing to the company's financial pressures [4]

SI-0.31% CL-3.87% TUM260.11% S&P 500 Breadth Improved but Oil Still Holds the Key to This Rebound | Investing.com Wall Street rebounds from last week's slump, helped by tech, sliding oil prices Gold prices slip below $5k as demand for yellow metal remains muted amid Iran war Explained: Why gold prices are falling despite raging Iran war Trump sees 'very bad' future for NATO if allies do not help in Iran- FT interview S&P 500 Breadth Improved but Oil Still Holds the Key to This Rebound By Itai Smidt Stock Ma ...

Welcome back to Fast Market right here on Schwab Network. Right now, the Dow Jones Industrial Average up 321 points. The S&P's up 55 points.This after selling off last week. The S&P dropped 1.6% last week and it was down for the third week in a row. We're watching shares of Meta rising.A report from Reuters that the company is planning to lay off about 20% over 20% of its workforce in order to help to cover some of the costs from the massive investment in AI infrastructure. Meta employed about 79,000 people ...

Key Takeaways RDDT's Q4 ad revenues jumped 75% to $690M as ARPU rose 42% and daily users grew 19% year over year. META's Q4 ad revenue rose 24.3% to $58.14B as ad impressions increased 18% across its Family of Apps. RDDT search engagement surged as Reddit Answers queries jumped from 1M to 15M in a year. Reddit (RDDT) and Meta Platforms (META) are leading social media platforms that monetize user engagement through digital advertising. While RDDT is an emerging social media platform, gaining traction with co ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." MENA SHARES RISE ON HER PART OF THE SOCIAL MEDIA JOHN IS PLANNING BIG LAYOFFS, AND AN EXPANDED COMPUTER DEAL. CAROLINE: OPENAI IS A DISCUSSION TO FORM A JOINT VENTURE WITH PRIVATE EQUITY FIRMS TO BOOST ENTERPRISE ADOPTION OF ITS AI SOFTWARE.ED: ALL EYES ON NVIDIA GDC. WE WILL SEE WHAT INVESTORS EXPECT FROM THE GLOBAL AI CONFERENCE. CAROLINE: WE RETURNED TO A GLOBAL CON ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." MENA SHARES RISE ON HER PART OF THE SOCIAL MEDIA JOHN IS PLANNING BIG LAYOFFS, AND AN EXPANDED COMPUTER DEAL. CAROLINE: OPENAI IS A DISCUSSION TO FORM A JOINT VENTURE WITH PRIVATE EQUITY FIRMS TO BOOST ENTERPRISE ADOPTION OF ITS AI SOFTWARE.ED: ALL EYES ON NVIDIA GDC. WE WILL SEE WHAT INVESTORS EXPECT FROM THE GLOBAL AI CONFERENCE. CAROLINE: WE RETURNED TO A GLOBAL CON ...