<h2>跟踪市场趋势</h2>
<p>TradingKey - 周二市场表现不一，主要指数出现分化。标准普尔 500 指数下跌 0.22%，收于 6781 点，而纳斯达克综合指数微涨 0.01%，收于 22697 点。</p>
<p>航空业面临下行压力，投资者担心燃料成本上升和旅行需求潜在风险。达美航空（DAL）下跌 2.16%，至 59.27 美元，联合航空（UAL）下跌 3.68%，至 91.05 美元。美国航空集团（AAL）也出现下滑，跌幅为 2.88%，收于 11.11 美元，此前分析师下调了目标价。AAL 的交易量较大，达到 1.287 亿股，比其三个月平均水平高出 108%。值得注意的是，自 2005 年上市以来，美国航空的市值已下降 42%。</p>
<p>在科技领域，甲骨文（ORCL）在常规交易中下跌 1.43%，收于 149.40 美元，但在盘后交易中因第三季度营收超预期和乐观前景而大幅上涨。与内存相关的股票仍然是一个亮点；美光科技（MU）在宣布与应用材料（AMAT）达成战略合作后获得了动力。相反，Salesforce（CRM）因彭博社报道该公司计划筹集 250 亿美元用于股票回购而下跌。</p>
<p>生物科技领域，BioNTech（BNTX）遭遇重大抛售，暴跌 17.88%，至 83.89 美元。此次大幅下跌是由于财报不佳以及两位联合创始人将在 2026 年底辞职的消息。</p>
<p>英伟达（NVDA）为科技行业带来了提振，股价上涨 1.16%，收于 184.77 美元。投资者对其企业 AI 软件平台和下周 GTC 2026 大会上预期的重大更新保持乐观。该股的交易量达到 1.776 亿股。自 1999 年上市以来，英伟达的累计回报率高达 450,373%。</p>
<p>在电动车领域，中国的蔚来（NIO）上涨 15.38%，至 5.70 美元。此次上涨得益于其 2025 财年第四季度（截至 2025 年 12 月 31 日）强劲的财报，首次实现季度净利润，并在收入和每股收益上大幅超出预期。交易量激增至 1.451 亿股，约为其三个月平均水平的 233%。尽管近期上涨，该股仍比 2018 年上市价格低 14%。</p>
<h2>市场头条</h2>
<p><strong>德黑兰宣称其军事行动已进入 “全新阶段”，声称已部署高超音速导弹，并将不再信任任何美国的承诺。</strong> 对此，唐纳德·特朗普警告伊朗不要在霍尔木兹海峡进行采矿，称此类行为将带来严重后果。尽管美国能源部长曾短暂声称美国军方成功护送一艘油轮通过海峡——这一声明很快被删除，并被伊朗驳斥为谎言——白宫确认并未进行这样的护送。然而，美国军方报告称在海峡附近打击了 16 艘伊朗布雷船。与此同时，美国 reportedly 已敦促以色列停止对伊朗能源基础设施的攻击。</p>
<p><strong>在外交方面，英国、德国和意大利的领导人进行了通话，达成一致认为保持霍尔木兹海峡开放至关重要，并承诺在应对伊朗威胁方面密切合作。</strong> 与此同时，G7 官员要求国际能源署更新其储备数据，以研究潜在的石油释放细节，尽管国际能源署的特别会议 reportedly 未能就协调释放达成共识。</p>
<p><strong>关于谈判和升级的矛盾信号浮现，唐纳德·特朗普指出，尽管伊朗领导人渴望对话，但任何潜在的谈判仍然严格有条件。</strong> 相反，美国国防部长皮特·赫格塞斯宣布，美国将对伊朗发起当前行动中 “最高强度” 的打击。伊朗议会发言人保持强硬立场，表示该国并不寻求停火，意图给予未来侵略以决定性打击。</p>
<p><strong>能源危机加剧，随着 “生产停产” 在中东蔓延。</strong> 沙特阿拉伯、伊拉克、阿联酋和科威特四国已将其原油总产量削减至 670 万桶/日。这包括伊拉克减少 290 万桶/日和沙特阿拉伯减少 200 万至 250 万桶/日。总削减量约占其总产能的三分之一，约占全球供应的 6%。</p>
<p><strong>在企业领域，三星电子和 SK 海力士计划取消超过 140 亿美元的库存股份，标志着韩国历史上最大规模的回购取消之一。</strong> 三星将在上半年取消 8700 万股，而 SK 计划取消约 4.8 万亿韩元的库存股份，占其流通资本的 20%。</p>
<p>** 甲骨文在盘后交易中股价上涨 10%，因其第三季度报告表现出色，受到 AI 需求激增的推动。**15 年来首次，收入和每股收益在单季度均增长超过 20%。云收入增长 44%，其中 IaaS 收入激增 84%，而剩余履约义务（RPO）飙升 325%，达到 5530 亿美元。甲骨文将其 2027 财年的收入指引上调至 900 亿美元，并预计在 2026 日历年内不会再发行债务。</p>
<p><strong>SpaceX reportedly 倾向于在纳斯达克上市，潜在估值为 1.75 万亿美元，前提是能快速进入纳斯达克 100 指数。</strong> 纳斯达克的新提案可能允许该公司在市场资本排名前 40 的情况下在一个月内加入该指数，此举旨在触发大量被动基金流入以支持股价。</p>
<h2>最活跃交易股票前 10 名</h2>
<p>下图列出了市场上交易最活跃的十只股票。由于其巨大的交易量和高流动性，这些股票成为跟踪全球市场动态的重要基准。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260311/nvda-tsla-tsm-apple-goog-amzn-msft-6222fc25b4b944cdbf22c32f407d1b52.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1083" height="691" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260311/nvda-tsla-tsm-apple-goog-amzn-msft-6222fc25b4b944cdbf22c32f407d1b52.png"/></p>
<p>了解更多</p>

英伟达

达美航空

甲骨文

<p>市场表现参差不齐，标准普尔 500 指数下跌 0.22%，纳斯达克上涨 0.01%。航空公司受到燃料成本上升的压力，达美航空和联合航空股价下跌。甲骨文的股票在强劲的财报发布后大幅上涨，而 BioNTech 则暴跌 17.88%。英伟达在其人工智能平台的积极情绪中上涨 1.16%。蔚来在报告首个季度盈利后飙升 15.38%。中东紧张局势升级，影响石油供应，沙特阿拉伯和伊拉克大幅减产。三星和 SK 海力士宣布大规模的国库股票回购</p>

<h2>Track the Market Trend</h2>
<div class="lb-trans"><h2>跟踪市场趋势</h2>
</div><p>TradingKey - Market performance was mixed on Tuesday as major indices diverged. The S&amp;P 500 slipped 0.22% to settle at 6,781, while the Nasdaq Composite managed a fractional gain of 0.01%, closing at 22,697.</p>
<div class="lb-trans"><p>TradingKey - 周二市场表现不一，主要指数出现分化。标准普尔 500 指数下跌 0.22%，收于 6781 点，而纳斯达克综合指数微涨 0.01%，收于 22697 点。</p>
</div><p>The airline sector faced downward pressure as investors grappled with rising fuel costs and potential risks to travel demand. Delta Air Lines (DAL) dropped 2.16% to $59.27, and United Airlines (UAL) fell 3.68% to $91.05. American Airlines Group (AAL) also declined, shedding 2.88% to close at $11.11 following analyst price target cuts. Trading volume for AAL was heavy, reaching 128.7 million shares — 108% above its three-month average. Notably, since its 2005 IPO, American Airlines has seen its value decrease by 42%.</p>
<div class="lb-trans"><p>航空业面临下行压力，投资者担心燃料成本上升和旅行需求潜在风险。达美航空（DAL）下跌 2.16%，至 59.27 美元，联合航空（UAL）下跌 3.68%，至 91.05 美元。美国航空集团（AAL）也出现下滑，跌幅为 2.88%，收于 11.11 美元，此前分析师下调了目标价。AAL 的交易量较大，达到 1.287 亿股，比其三个月平均水平高出 108%。值得注意的是，自 2005 年上市以来，美国航空的市值已下降 42%。</p>
</div><p>In the technology sector, Oracle (ORCL) ended the regular session down 1.43% at $149.40 but surged in after-hours trading after reporting a Q3 revenue beat and an optimistic outlook. Memory-related stocks remained a bright spot; Micron Technology (MU) gained momentum following the announcement of a strategic partnership with Applied Materials (AMAT). Conversely, Salesforce (CRM) declined on reports from Bloomberg that the company intends to raise $25 billion to fund share buybacks.</p>
<div class="lb-trans"><p>在科技领域，甲骨文（ORCL）在常规交易中下跌 1.43%，收于 149.40 美元，但在盘后交易中因第三季度营收超预期和乐观前景而大幅上涨。与内存相关的股票仍然是一个亮点；美光科技（MU）在宣布与应用材料（AMAT）达成战略合作后获得了动力。相反，Salesforce（CRM）因彭博社报道该公司计划筹集 250 亿美元用于股票回购而下跌。</p>
</div><p>The biotech sector saw a significant sell-off in BioNTech (BNTX), which plunged 17.88% to $83.89. The sharp decline followed disappointing earnings and the news that its two co-founders will step down at the end of 2026.</p>
<div class="lb-trans"><p>生物科技领域，BioNTech（BNTX）遭遇重大抛售，暴跌 17.88%，至 83.89 美元。此次大幅下跌是由于财报不佳以及两位联合创始人将在 2026 年底辞职的消息。</p>
</div><p>Nvidia (NVDA) provided a boost to the tech sector, rising 1.16% to close at $184.77. Investor sentiment remained positive regarding its enterprise AI software platform and the highly anticipated updates expected at the GTC 2026 conference next week. The stock saw a trading volume of 177.6 million shares. Since its 1999 IPO, Nvidia has delivered a staggering lifetime return of 450,373%.</p>
<div class="lb-trans"><p>英伟达（NVDA）为科技行业带来了提振，股价上涨 1.16%，收于 184.77 美元。投资者对其企业 AI 软件平台和下周 GTC 2026 大会上预期的重大更新保持乐观。该股的交易量达到 1.776 亿股。自 1999 年上市以来，英伟达的累计回报率高达 450,373%。</p>
</div><p>In the electric vehicle space, China-based Nio (NIO) soared 15.38% to $5.70. The rally was fueled by a strong fiscal Q4 2025 earnings report (ending Dec. 31, 2025), which featured Nio’s first-ever quarterly net profit alongside significant beats on revenue and EPS. Volume spiked to 145.1 million shares, roughly 233% above its three-month average. Despite the recent surge, the stock remains 14% below its 2018 IPO price.</p>
<div class="lb-trans"><p>在电动车领域，中国的蔚来（NIO）上涨 15.38%，至 5.70 美元。此次上涨得益于其 2025 财年第四季度（截至 2025 年 12 月 31 日）强劲的财报，首次实现季度净利润，并在收入和每股收益上大幅超出预期。交易量激增至 1.451 亿股，约为其三个月平均水平的 233%。尽管近期上涨，该股仍比 2018 年上市价格低 14%。</p>
</div><h2>Market Headline</h2>
<div class="lb-trans"><h2>市场头条</h2>
</div><p><strong>Tehran has declared its military operations have entered a &#34;completely new stage,&#34; asserting it has deployed hypersonic missiles and will no longer trust any American promises.</strong> In response, Donald Trump warned Iran against mining the Strait of Hormuz, stating such actions would carry severe consequences. While the U.S. Energy Secretary briefly claimed the U.S. military successfully escorted a tanker through the strait — a post that was quickly deleted and dismissed by Iran as a lie — the White House confirmed no such escort took place. However, the U.S. military reported striking 16 Iranian minelaying vessels near the strait. Meanwhile, the U.S. has reportedly urged Israel to cease attacks on Iranian energy infrastructure.</p>
<div class="lb-trans"><p><strong>德黑兰宣称其军事行动已进入 “全新阶段”，声称已部署高超音速导弹，并将不再信任任何美国的承诺。</strong> 对此，唐纳德·特朗普警告伊朗不要在霍尔木兹海峡进行采矿，称此类行为将带来严重后果。尽管美国能源部长曾短暂声称美国军方成功护送一艘油轮通过海峡——这一声明很快被删除，并被伊朗驳斥为谎言——白宫确认并未进行这样的护送。然而，美国军方报告称在海峡附近打击了 16 艘伊朗布雷船。与此同时，美国 reportedly 已敦促以色列停止对伊朗能源基础设施的攻击。</p>
</div><p><strong>Diplomatically, the leaders of the UK, Germany, and Italy held a call, agreeing that keeping the Strait of Hormuz open is critical and pledging close cooperation against Iranian threats.</strong> Concurrently, G7 officials requested that the IEA update its reserve data to study potential oil release details, though an IEA special meeting reportedly failed to reach a consensus on a coordinated release.</p>
<div class="lb-trans"><p><strong>在外交方面，英国、德国和意大利的领导人进行了通话，达成一致认为保持霍尔木兹海峡开放至关重要，并承诺在应对伊朗威胁方面密切合作。</strong> 与此同时，G7 官员要求国际能源署更新其储备数据，以研究潜在的石油释放细节，尽管国际能源署的特别会议 reportedly 未能就协调释放达成共识。</p>
</div><p><strong>Conflicting signals regarding negotiations and escalation emerged as Donald Trump noted that while Iranian leaders are eager to talk, any potential negotiation remains strictly conditional.</strong> Conversely, U.S. Defense Secretary Pete Hegseth announced that the U.S. would launch the &#34;highest intensity&#34; strikes of the current campaign against Iran. Iran’s Parliament Speaker maintained a defiant stance, stating the country is not seeking a ceasefire and intends to deliver a decisive blow to deter future aggression.</p>
<div class="lb-trans"><p><strong>关于谈判和升级的矛盾信号浮现，唐纳德·特朗普指出，尽管伊朗领导人渴望对话，但任何潜在的谈判仍然严格有条件。</strong> 相反，美国国防部长皮特·赫格塞斯宣布，美国将对伊朗发起当前行动中 “最高强度” 的打击。伊朗议会发言人保持强硬立场，表示该国并不寻求停火，意图给予未来侵略以决定性打击。</p>
</div><p><strong>The energy crisis has intensified as a &#34;production shutdown&#34; spreads across the Middle East.</strong> Four nations — Saudi Arabia, Iraq, the UAE, and Kuwait — have slashed their combined crude output by as much as 6.7 million barrels per day (bpd). This includes a massive 2.9 million bpd reduction from Iraq and 2 to 2.5 million bpd from Saudi Arabia. Total cuts represent roughly one-third of their collective capacity and approximately 6% of global supply.</p>
<div class="lb-trans"><p><strong>能源危机加剧，随着 “生产停产” 在中东蔓延。</strong> 沙特阿拉伯、伊拉克、阿联酋和科威特四国已将其原油总产量削减至 670 万桶/日。这包括伊拉克减少 290 万桶/日和沙特阿拉伯减少 200 万至 250 万桶/日。总削减量约占其总产能的三分之一，约占全球供应的 6%。</p>
</div><p><strong>In the corporate sector, Samsung Electronics and SK Hynix are set to cancel over $14 billion in treasury shares, marking one of the largest buyback cancellations in South Korean history.</strong> Samsung will cancel 87 million shares in the first half of the year, while SK plans to cancel approximately 4.8 trillion won worth of treasury shares, representing 20% of its outstanding capital.</p>
<div class="lb-trans"><p><strong>在企业领域，三星电子和 SK 海力士计划取消超过 140 亿美元的库存股份，标志着韩国历史上最大规模的回购取消之一。</strong> 三星将在上半年取消 8700 万股，而 SK 计划取消约 4.8 万亿韩元的库存股份，占其流通资本的 20%。</p>
</div><p><strong>Oracle saw its shares jump 10% in after-hours trading following a stellar third-quarter report fueled by surging AI demand.</strong> For the first time in 15 years, both revenue and EPS grew by over 20% in a single quarter. Cloud revenue rose 44%, led by an 84% spike in IaaS revenue, while Remaining Performance Obligations (RPO) surged 325% to $553 billion. Oracle raised its fiscal 2027 revenue guidance to $90 billion and expects no further debt issuance in the 2026 calendar year.</p>
<div class="lb-trans"><p>** 甲骨文在盘后交易中股价上涨 10%，因其第三季度报告表现出色，受到 AI 需求激增的推动。**15 年来首次，收入和每股收益在单季度均增长超过 20%。云收入增长 44%，其中 IaaS 收入激增 84%，而剩余履约义务（RPO）飙升 325%，达到 5530 亿美元。甲骨文将其 2027 财年的收入指引上调至 900 亿美元，并预计在 2026 日历年内不会再发行债务。</p>
</div><p><strong>SpaceX is reportedly leaning toward a Nasdaq IPO with a potential valuation of $1.75 trillion, contingent on being fast-tracked into the Nasdaq 100 index.</strong> A new proposal by Nasdaq could allow the company to join the index in as little as one month if its market cap ranks within the top 40 components, a move designed to trigger massive passive fund inflows to support the stock price.</p>
<div class="lb-trans"><p><strong>SpaceX reportedly 倾向于在纳斯达克上市，潜在估值为 1.75 万亿美元，前提是能快速进入纳斯达克 100 指数。</strong> 纳斯达克的新提案可能允许该公司在市场资本排名前 40 的情况下在一个月内加入该指数，此举旨在触发大量被动基金流入以支持股价。</p>
</div><h2>Top 10 Most Traded Stocks</h2>
<div class="lb-trans"><h2>最活跃交易股票前 10 名</h2>
</div><p>The chart below lists the ten most actively traded stocks in the market. Due to their massive trading volumes and high liquidity, these stocks serve as critical benchmarks for tracking global market dynamics.</p>
<div class="lb-trans"><p>下图列出了市场上交易最活跃的十只股票。由于其巨大的交易量和高流动性，这些股票成为跟踪全球市场动态的重要基准。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260311/nvda-tsla-tsm-apple-goog-amzn-msft-6222fc25b4b944cdbf22c32f407d1b52.png" alt="" original-src="https://resource.tradingkey.com/uploads/20260311/nvda-tsla-tsm-apple-goog-amzn-msft-6222fc25b4b944cdbf22c32f407d1b52.png"/></p>
<p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

Today’s Market Recap: Mideast Conflict Ignites Oil Crisis as Tech Pivots to AI and Buybacks

- 美国主要股指周二表现各异，标普 500 下跌 0.22% 至 6,781 点。
- 航空业因油价上涨面临压力，达美航空下跌 2.16% 至 59.27 美元。
- 特斯拉受强劲财报影响，股价涨幅达 15.38%，收于 5.70 美元。

TradingKey

蔚来

今日市场回顾：中东冲突引发石油危机，科技行业转向人工智能和股票回购