Techub News

Chemtrade Logistics公布創紀錄業績，2025年調整後EBITDA達5.074億美元，銷售額19.978億美元，均創歷史新高。公司維持每月0.06美元的現金分紅，並預計2026年業績穩健。分析認為其防禦性收益結構和合同制銷售收入助力穩定分紅，鞏固了「分紅股」地位。

韓國龍仁市將推出"龍仁型青年存款"，支持18至39歲青年增加資產。存款最高可達1000萬韓元，額外利率優惠1個百分點。市政府還將提供財務教育，幫助青年自主管理資產。這一政策旨在提升青年經濟自立，或成為地方政府創新的示範。

金南九，韩国投资金融控股会长，去年获得超过63亿韩元报酬，主要来自其控股公司及子公司。与此同时，韩国投资证券社长金成焕也收入颇丰，引发股东和投资者对高管薪酬的关注，可能推动相关讨论。

2026年初，梅萨里研究報告顯示休馬金融第四季度交易量達22億美元，較前三季度增長26.9%。儘管流通市值和HUMA代幣價格下跌，休馬通過推出新產品和合作擴大活動，預計一季度交易量將突破100億美元，鞏固其DeFi生態地位。

Vision Copper Gold Mining Company obtained shareholder meeting approval for stabilizing governance structure and improving compensation system, launching stock incentive plan, and signing agreement with investor relations company, aimed at strengthening investor communication, enhancing long-term enterprise value and stock price stability.

Yunji (YJ) will release its fiscal 2025 earnings before the opening of US stock market on March 27, attracting investor attention. This release is an important indicator for assessing the company's profitability against the backdrop of intensifying competition in the e-commerce industry. Management will elaborate on revenue growth and future strategy through a conference call. The market is anticipating whether Yunji can continue its trend of improved profitability.

In recent years, enterprises have frequently acquired startups in the M&A market, involving established tech companies and rapidly growing unicorns such as Salesforce, OpenAI, and Snowflake. While Google has the highest acquisition amount, large-scale acquirers don't always spend the most, and the current trend of small-scale acquisitions and talent acquisition continues.

The article analyzed the current anomalous performance of the stock market. Despite multiple risks including low consumer confidence, private credit market issues, and AI bubbles, the market has not collapsed. It highlighted the structural risks of these issues, particularly the hidden crisis in the private credit market, the physical limits of the AI bubble, and the impact of high oil prices on consumption. It warned that if these three factors converge by year-end, global finance could face significant shocks.

Aluminum prices surged temporarily due to Middle East turmoil but have recently plummeted sharply, causing related stocks to decline significantly. Short-term arbitrage selling and concerns about corporate earnings prompted aluminum prices to crash 8.4%. The industry faces instability, and the aluminum market will undergo an adjustment period in the future, with long-term direction still uncertain.

加拿大鈾業公司卡梅科透過與美國政府合作及與印度簽署長期合約，鞏固市場地位，預計鈾需求將持續增長。儘管生產出現波折，公司仍保持財務穩定，戰略定位獲市場好評，未來將重點擴展長期合約，推動核能基礎設施發展。

撰文：Gate 研究院
核心摘要
美以聯合空襲伊朗後，週一黃金、原油跳空高開，全球股市低開，比特幣波動加劇，數小時內引發約 800 億美元市值波動。
黃金受實際利率與央行購金支撐，原油受 OPEC+ 產能與地緣風險影響，二者在衝突中更具傳統避險與通膨對沖屬性。
預測市場認為全面戰爭概率較低，但霍爾木茲海峽受限風險不低；短期資產波動由風險溢價主導，中長期仍取決於衝突持續時間與貨幣政策路徑。
若局勢最終走向妥協或階段性緩和，則商品價格或將顯著回調；反之，金油價格則存在進一步飆升的風險。
1. 比特幣、原油和黃金的短期與長期走勢
1.1 2026 年 3 月 2日