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财信证券晨会纪要-20260326
Caixin Securities· 2026-03-25 23:31
晨会纪要(R3) 晨会纪要 上证指数-沪深 300 走势图 -8% 2% 12% 22% 32% 2025-03 2025-06 2025-09 2025-12 上证指数 沪深300 | 何晨 | 分析师 | | --- | --- | | 执业证书编号:S0530513080001 | | | hechen@hnchasing.com | | | 周剑 | 分析师 | | 执业证书编号:S0530525090001 | | | zhoujian64@hnchasing.com | | 晨会聚焦 一、财信研究观点 【债券研究】债券市场综述 二、重要财经资讯 【宏观经济】央行公开市场开展 785 亿元 7 天期逆回购操作 2026 年 03 月 26 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3931.84 | 1.30 | | 深证成指 | 13801.00 | 1.95 | | 创业板指 | 3316.97 | 2.01 | | 科创 50 | 1315.41 | 1.91 | | 北证 50 | 1286.94 | 1. ...
This fund has jumped 1,200% on Anthropic and SpaceX hype. Retail investors should be cautious.
MarketWatch· 2026-03-25 22:11
Shares of the Fundrise Innovation Fund have surged as investors look to invest in private AI companies, but history suggests that these high valuations aren't tenable. ...
Elon Musk calls for Delaware judge to recuse herself in lawsuits, alleging bias
CNBC· 2026-03-25 20:38
Elon Musk's legal team is demanding that a judge in the Delaware Court of Chancery, Kathaleen McCormick, recuse herself from two Tesla lawsuits, alleging she showed bias in supporting a LinkedIn post that was critical of Musk."In light of the Court's recent public support of LinkedIn posts that create a perception of bias against Mr. Musk in these cases, recusal is necessary and warranted," Musk's attorney's wrote in their motion for recusal on Wednesday. "These cases should be re-assigned to another random ...
Stocks Rise as Truce Prospects Weighed | Closing Bell
Youtube· 2026-03-25 20:26
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell. It's a global simulcast.Carol Massar and tim, senator, join us now. Welcome to our audiences across all of our bloomberg platforms, television, radio. Our partnership with you here, guys, on a day.Katie, we're seeing a pretty solid rally. We're not we're well at the highs of the day, but a little bit of conviction, a little bit of sticking to some of these nu ...
Markets Rally on Middle East Peace Hopes and Falling Oil Prices
Stock Market News· 2026-03-25 20:07
U.S. equity markets posted strong gains on Wednesday, March 25, 2026, as investors reacted with optimism to reports of a potential diplomatic breakthrough in the Middle East. The rally was fueled by news that the U.S. administration has delivered a comprehensive 15-point peace proposal to Tehran, aiming to de-escalate the ongoing conflict that has rattled global markets for weeks. This development triggered a significant "risk-on" sentiment, leading to a sharp decline in energy prices and a broad-based reco ...
SpaceX Maybe Largest US IPO, Iran War Reveals Gaps In Defense Spending | Bloomberg Deals 3/25/2026
Youtube· 2026-03-25 19:32
>> LIVE FROM BLOOMBERG'S WORLD HEADQUARTERS IN NEW YORK CITY, WE ARE TRACKING THE KEY PLAYERS, THE MAJOR MOVES, AND THE CAPITAL FLOWS SHAPING A MARKETS. THIS IS "BLOOMBERG DEALS. " >> WELCOME TO ANOTHER EPISODE. THE ONLY SHOW DEDICATED TO CORPORATE ACTION RESHAPING MARKETS. TODAY, DEFENSE INDUSTRY DEALS AS THE WAR DRAGS ON. PLANNING TO INVEST MORE THAN $1 BILLION IN DEFENSE TECH. WE SPEAK TO THE MAN BEHIND THE EFFORT. DESPITE NEW EFFORTS ON UNCERTAINTY, THEY ARE STILL BULLISH ON 2026. HEAR WHY IN MY CONVERS ...
SpaceX IPO excitement sends space stocks soaring as Wall Street prepares for blockbuster offering
Business Insider· 2026-03-25 19:29
Elon Musk's SpaceX could reportedly file for its long-awaited IPO within days, and Wall Street's excitement is boosting other space stocks on Wednesday. The Information reported that the space transportation and satellite company could file a prospectus for the IPO this week or next. Initially, it was expected that the IPO could raise $50 billion for the company, but the latest report indicates it could raise as much as $75 billion, with a valuation as high as $1.75 trillion. The colossal figures being t ...
SpaceX Could File an IPO By End of the Week | Bloomberg Tech 3/25/2026
Youtube· 2026-03-25 19:29
>> "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" LIVE FROM WASHINGTON. ARM ANNOUNCES PLANS TO SELL CHIPS WITH META AS THE FIRST MAJOR CUSTOMER. CAROLINE: SPACEX AIMS TO FILE A PROSPECTUS FOR AN IPO AS SOON AS THIS WEEK. ED: KLEINER PERKINS MAKES HIS LARGEST RACE EVER. $3.5% BILLION. WE WILL DISCUSS WITH PARTNER ILYA FUSHMAN. CAROLINE: FIRST, THE PUBLIC MARKETS. WHAT VOLATILITY WE HAVE EXPERIENCED. WE ARE UP 1.2% ON TH ...
Another cofounder is exiting Elon Musk's xAI ahead of a highly anticipated IPO
Business Insider· 2026-03-25 18:44
And then there was one. XAI cofounder Manuel Kroiss has told people he is leaving the company, according to insiders with knowledge of his exit.Kroiss, who is also known as "Makro," is one of 11 engineers who helped launch the company alongside Elon Musk in 2023. With his exit, the number of cofounder departures now sits at 10.Guodong Zhang, Zihang Dai, Toby Pohlen, Jimmy Ba, Tony Wu, and Greg Yang have all stepped away since January.XAI and Kroiss did not immediately respond to requests for comment.Kroiss ...
Firefly Aerospace Stock Surges As SpaceX Plans IPO Reveal
Benzinga· 2026-03-25 18:39
Firefly Aerospace stock is showing exceptional strength. What’s driving FLY stock higher?SpaceX IPO Buzz Lifts SectorAccording to The Information, SpaceX is aiming to submit its IPO prospectus to regulators as early as this week or next, Reuters cited. Advisers involved in the process reportedly believe the company could seek a valuation above $75 billion, which would make it one of the largest IPOs ever.The report also noted that individual investors could receive more than 20% of the allocation, though th ...