加密货币狙击手

Huatai Securities believes the Federal Reserve will keep interest rates unchanged at its March meeting, despite the Middle East conflict driving oil prices higher. It is expected to lower growth forecasts and raise inflation forecasts, while maintaining unchanged rate-cut guidance. Attention should be paid to Powell's statements on the current situation and questions regarding his tenure.

華泰證券分析券商股今年走勢，儘管市場整體向好，券商股卻出現下跌，主要受資金面壓制、政策導向、增量資金結構變化及業績穩定性顧慮等多因素影響。預計未來隨著市場風格均衡及政策支持，券商或迎來估值修復機會，建議關注優質券商的戰略布局。

Huatai Securities points out that hydrogen energy policy is shifting from single-vehicle subsidies to multi-scenario applications, with 2026 expected to become a turning point for the green hydrogen industry. The policy clarifies hydrogen application scenarios, pricing, and technical indicators, achieving four major upgrades and encouraging green hydrogen consumption. Increasingly stringent global carbon emission constraints and rising traditional energy prices will accelerate the cost parity of green hydrogen, benefiting domestic hydrogen energy projects and related equipment suppliers.

Due to rising energy prices caused by Middle East conflicts, consumers in Germany and the UK have shown significantly increased interest in rooftop solar and electric vehicles. Reports in the UK show a 27% increase in related inquiries, while Germany has also witnessed a rise in inquiries, though actual sales take time. Governments are streamlining installation processes to respond to growing demand for clean energy. Consumers' heightened sensitivity to rising energy costs demonstrates increased attention to green technologies.

美联储主席鮑威爾表態不會在司法部調查結束前離職，並可能繼續擔任臨時主席。此舉對特朗普重塑美聯儲的努力構成障礙。鮑威爾的任期將於5月中旬屆滿，但他作為美聯儲理事的任期將持續至2028年，確認新任主席的程序因調查而延遲。

美光公司發布財報顯示，2026財年第二財季營收接近翻倍，超出預期。儘管股價盤後下跌，但CEO強調AI驅動的內存需求促進業績，預計下季度營收和每股收益大幅增長。同時，美光正在擴大產能，建設新工廠以應對市場需求。

中信证券研报指出，猪价跌至10年新低，预计2026年上半年维持低位震荡。由于深亏及产能调控政策，后续去产能有望加速，2026年四季度及2027年生猪市场前景向好。当前板块估值低，建议关注头部企业及低估值公司。

隨著AI需求的激增，阿里雲、百度智能雲和騰訊雲等主要雲服務商紛紛宣布上調AI算力服務價格，漲幅達到5%至400%。與此同時，國產大模型的調用量超過美國，實現強勁增長，推動算力需求激增，相關租賃股表現亮眼，多家公司業績增長顯著。

Since the beginning of this year, with the rising popularity of concepts such as brain-computer interfaces and commercial space, some listed companies have been severely punished for riding on these hot spots, with fines reaching several million yuan. The China Securities Regulatory Commission has emphasized swift enforcement against behaviors that harm investors' interests, but due to low violation costs, such phenomena continue to recur. Compared to mature markets, China faces high thresholds and practical difficulties in criminal accountability. It is recommended to further strengthen criminal liability to maintain market order and protect investors' rights and interests.

當地時間19日凌晨，伊朗發起"真實承諾-4"第63輪行動。伊朗伊斯蘭革命衛隊發表緊急聲明，宣布已對地區內與美國相關的石油及能源設施發動大規模導彈襲擊。此次行動是對18日早些時候伊朗能源基礎設施遭襲的直接對等報復。
　　聲明指出，此次報復行動旨在打擊"美國利益相關及擁有美方股份"的能源設施。聲明強調，伊朗原本不願將戰爭擴大至能源領域，也不希望波及鄰國經濟，但敵方的挑釁導致戰爭進入了"新階段"。
　　聲明確認，伊朗武裝部隊已實施多輪次打擊，確保敵方遭受的損失與伊

全球存储芯片因AI需求激增而涨价，阿里云、百度智能云等云厂商同步提价，并预计2026-2027年价格持续坚挺。同时，手机行业面临成本压力，OPPO、vivo先后调价，担忧供给紧张加剧。

在中國，宏觀策略投資日益受到關注，尤其是“橋水熱”推動下，資金紛紛湧入。如文璟基金等新銳私募迅速崛起，但業內對仿製“橋水”的可行性存疑。由於市場環境及金融工具的差異，本土化發展成為機構應對挑戰的焦點，需汲取國際經驗重構適應性模型。

3月18日贝因美(002570)宣布，控股股东小贝大美控股重整取得进展，确认金华臻合企业管理合伙企业（有限合伙）（简称"金华臻合"）为小贝大美控股的重整投资人，后者实控人为金华市国资委。
　　公告显示，当日小贝大美控股向金华中院提交了《重整申请书》，在此前一日重整管理人、小贝大美控股与金华臻合签署《重整投资协议》。据了解，在整个预重整公开招募投资人的报名时间内，仅有金华臻合一家报名。
　　根据《重整投资协议》约定，金华臻合应支付重整投资款为8.56亿

*ST Yao Dao recently received a regulatory letter from the Shanghai Stock Exchange requiring supplementary disclosure of information related to its 2025 performance forecast, with the core focus including the compliance of revenue recognition, return situations, and financial delisting risks. The company has recorded consecutive losses for four years, and if its 2025 financial report receives a qualified opinion, it will face delisting risk.

Daily Highlights
Trump Does Not Want to Attack Iran's Energy Facilities for Now:
On March 18 local time, according to a report citing U.S. officials by the Wall Street Journal, after Israel attacked Iran's South Pars gas field that day, U.S. President Trump stated he "does not want further attacks on Iran's energy facilities." The report states that Trump was informed in advance of Israel's attack plan on the South Pars gas field and expressed support, with the aim of sending a message to Iran in "response to its blockade of the Strait of Hormuz." According to U.S. officials, Trump believes "Iran has received this message," and therefore he currently opposes continued attacks on Iran's energy infrastructure. However, depending on Iran's future actions in this strategic waterway...

美國和以色列對伊朗的軍事打擊影響了中東鋁金屬供應，推動鋁價上漲，倫敦鋁期貨一度漲至近四年高點。分析師預計，若衝突持續，鋁價可能漲至4000美元，但散戶投資參與有限，更多投資者押注未來價格下跌。

中信建投指出，美國電力供需形势紧张，缺電問题严重，預計2026-2028年電力缺口将達到近68GW。燃機、储能與電网設备将成為投資重點，市場未來對電网投資和储能建設的認可有望提升。

On March 18, the domestic lithium hexafluorophosphate price continued to decline, with market transaction prices at 98,000-110,000 yuan/ton. Entering 2026, supply-demand contraction led to Q1 price declines, but Q2 is expected to return to an upward channel, with the full year anticipated to maintain elevated levels. As new energy vehicle and energy storage demand grows, the market is broadly optimistic about lithium hexafluorophosphate price prospects.