Data is the fuel that keeps Wall Street's engine turning. The only problem for investors is that the amount of data being released, from quarterly earnings to near-daily economic reports, can make it challenging to digest. In other words, it's easy for something of importance to fall through the cracks.For example, investors might have overlooked what's arguably one of the most important data dumps of the entire quarter on Feb. 17. This was the deadline for institutional investors to file Form 13F with the ...

3.【刘强东旗下公司投资150亿元在大连造游艇】3月25日晚，"辽宁发布"官方公众号发布消息，深 圳市探海游艇产业发展有限公司与大连市政府签署战略合作协议，总投资150亿元的探海游艇制造基 地与游艇运营项目正式落户大连。探海游艇投资人刘强东出席签约仪式。 据介绍，探海游艇公司将 在大连建设定制化高端游艇生产线，主要从事大型游艇及配件研发、设计和生产制造，运营游艇城市 会客厅及综合服务母港，打造游艇服务枢纽。（新浪财经） 1.【驭星三号06星柔性机械臂在轨操作试验任务完成】记者3月25日从北京航天驭星科技股份有限公 司获悉，驭星三号06星柔性机械臂在轨操作试验任务圆满完成，标志我国商业航天在轨服务技术取得 重大突破。据悉，此次任务集中体现了多项关键技术突破：柔性臂设计创新，兼容燃料输送管道柔顺 特性提升加注安全性，绳索传动简化设计降低研发成本，模块化集成适配小载荷卫星；三种操控模式 互为补充，覆盖不同应用场景；力柔顺控制依托末端力反馈，支撑精细化操作；天地协同测控依托全 球化地面站网，实现长时连续建链与低延迟，保障在轨操作顺畅。（ 科技日报） 2.【 中国成功发射四维高景二号05、06星 】3月26日消息，北京 ...

The Meta Platforms TradeThe NVDA TradeArk Invest reduced its position in NVIDIA by selling 154,441 shares across ARKF, ARKK, and ARKW, totaling approximately $26.6 million at a closing price of $171.24. TThis move aligns with concerns highlighted by Scott Galloway, who warned of potential overvaluation in AI-centric companies. The tech sector’s high expectations could lead to significant market corrections, according to the report.The AMD TradeArk Invest also sold 38,245 shares of  AMD through ARKK and ARKW ...

Although artificial intelligence (AI) technology itself isn't new, the popularity of AI apps and tools has thrown it fully into the mainstream. And in true big tech fashion, where there's an increase in eyeballs, there's an increase in their spending.Over the past few years, major hyperscalers -- companies like Microsoft, Amazon, and Alphabet that power a lot of the digital world -- have spent billions building out their AI infrastructure. It seems these checks are only going to get bigger, too. Major tech ...

消息面上，在美股收盘后不久，美国总统特朗普宣布："应伊朗政府请求，特此声明：我将把针对（伊朗）能源设施的打 击再推迟10天，至美国东部时间2026年4月 6日晚8点。" 隔夜美股全线重挫 美东时间3月26日，美股三大指数全线重挫，截至收盘，标普500指数大跌1.74%，纳指大跌2.38%，录得2月28日美以伊开战后的最大单日跌幅；道指跌1.01%。 隔夜美股市场，三大指数全线大跌，纳指大跌超2%，创2025年11月20日以来的最大单日跌幅，大型科技股普跌，芯片股集体重挫。欧洲主要指数亦全线收跌，欧洲 斯托克50指数、德国DAX30指数跌超1.5%。国际油价大幅走高，WTI原油期货大幅收涨超4% ，布伦特原油期货大涨超5%。 不过，北京时间3月27日亚太早盘， 美股期指走高， 三大期指集体反弹超0.3％ 。 国际贵金属走高，现货黄金涨0.51%，报4400.09美元/盎司； 现货白银升至69 美元/盎司，日内上涨1.56%。 此外，国际油价 早盘 下挫，WTI原油跌1.00%，报93.531美元/桶。 美股大型科技股集体大跌，Meta暴跌近8%，台积电ADR大跌超6%，英伟达大跌超4%，谷歌A、特斯拉大跌超3% ...

Tech Growth Reimagined: Inside Global X's Launch of NYSX Global X just gave investors more optionality with regard to the Invesco QQQ ETF (QQQ). The firm just launched the Global X NYSE 100 ETF (NYSX), designed to track the NYSE 100 Index. This would give investors a concentrated play on the 100 largest and most innovative companies listed across the New York Stock Exchange, NYSE American, NYSE Arca, Nasdaq, and CBOE BZX exchanges. "This launch marks a significant milestone in Global X's evolution ...

Taiwan Semiconductor Manufacturing (NYSE: TSM) is off to a strong start this year, despite the tech sector downturn. It's up 13% year to date as of March 24 due to its crucial role in artificial intelligence (AI) chip manufacturing. TSMC has traditionally had a cyclical business, and after its recent growth, there's concern that the valuation is getting frothy. However, revenue projections indicate that this tech giant still has ample room to grow. Will AI create the world's first trillionaire? Our team ju ...

金吾财讯 | 纳斯达克中国金龙指数盘初跌1.89%，小马智行(PONY)跌7.11%，小鹏汽车(XPEV)跌 5.30%，名创优品(MNSO)跌3.80%，联电(UMC)跌3.44%，再鼎医药(ZLAB)跌3.34%，百度(BIDU)跌 2.78%，网易(NTES)跌2.65%，台积电(TSM)跌2.47%，腾讯音乐(TME)跌2.47%。 金吾财讯 | 纳斯达克中国金龙指数盘初跌1.89%，小马智行(PONY)跌7.11%，小鹏汽车(XPEV)跌 5.30%，名创优品(MNSO)跌3.80%，联电(UMC)跌3.44%，再鼎医药(ZLAB)跌3.34%，百度(BIDU)跌 2.78%，网易(NTES)跌2.65%，台积电(TSM)跌2.47%，腾讯音乐(TME)跌2.47%。 ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang + ...

记者丨金珊 编辑丨黎雨桐 3月26日， 欧洲主要股市集体低开低走，截至发稿， 欧洲斯托克50指数跌1.3%， 德国DAX指数跌1.49%，英国富时100指数跌1.1%，法国 CAC40指数跌0.97%。 | 英国富时100 | 法国CAC40 | 德国DAX | | --- | --- | --- | | 9996.16 | 7770.65 | 22614.49 | | -110.68 -1.10% -75.90 -0.97% -342.59 -1.49% | | | | 意大利MIB | 俄罗斯MOEX | 欧洲STOXX50 | | 43535.36 | 2828.31 | 5576.01 | | -477.93 -1.09% -11.83 -0.42% | | -73.32 -1.30% | 美国股指期货全线下挫，截至发稿， 道琼斯指数期货跌0.66%，纳斯达克100指数期货跌0.86%， 标普500指数期货跌0.73%。 美股科技巨头盘前普跌，特斯拉、英伟达、脸书均跌超1%。 美股芯片概念盘前集体走弱， 其中，存储板块跌幅较大，闪迪跌近4%，美光科技、西部数据跌近3%，希捷科技跌超2%。此外， 英特尔 ...