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欢迎收听Seeking Alpha的华尔街晨间快讯，我们每天早晨为投资者梳理最重要的新闻。

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

今天是3月16日星期一，很高兴能和您在一起。

It's good to be with you on this Monday, March 16.

我是朱莉·摩根。

I'm Julie Morgan.

本周一，股票指数期货上涨。

Stock index futures are higher on this Monday.

纳斯达克指数上涨0.4%。

The NASDAQ is up 0.4%.

标普500指数上涨0.3%，道琼斯指数微幅上扬。

The S and P five hundred is up 0.3% and the Dow is up a tiny fraction.

截至本录音时，原油期货价格为每桶100美元，布伦特原油期货价格为每桶104美元。

Crude oil futures are at $100 and Brent futures are at $104 as of the time of this recording.

比特币上涨0.4%至73,000美元，黄金下跌0.7%至每盎司4,985美元。美光科技今天早晨位列我们最大的股价变动股名单。

Bitcoin is up 0.4% at $73,000 and gold is down 0.7% at $4,985 Micron Technology is on our biggest movers list this morning.

MU在盘前交易中上涨了4.2%。

MU is up 4.2% in premarket action.

美光科技宣布计划在其新收购的台湾地点建设第二家芯片制造工厂。

Micron Technology announced plans to build a second chip manufacturing facility at its newly acquired site in Taiwan.

该场地包括约30万平方米的现有洁净室空间，将支持公司扩大DRAM产品（包括HBM）的供应，以满足日益增长的AI需求。

The site includes approximately 300,000 square feet of existing clean room space and will support the company's efforts to expand the supply of DRAM products, including HBM, to meet growing AI driven demand.

这一扩张是在今年一月完成对华邦电子18亿美元收购之后进行的。

The expansion follows the completion of its 1,800,000,000 acquisition from Power Chip Semiconductor Manufacturing announced in January.

预计新场地将从2028财年开始支持现有晶圆厂的产品出货。

The new site is expected to support product shipments from the existing fab beginning in fiscal twenty twenty eight.

第二座规模相当的设施的建设将于2026年开始，新增约27万平方米的洁净室空间。

The construction of a second facility of comparable scale, which will add approximately 270,000 square feet of clean room space, is set to begin by the 2026.

全球最大的电子代工制造商富士康周一报告称，第四季度利润较去年同期下降了2%，低于预期。

Foxconn, the world's largest contract electronics maker, reported a 2% decline in fourth quarter profit on Monday compared with the same period last year, falling short of expectations.

路透社报道称，富士康在10月期间的净利润为14.2亿美元；富士康对第一季度和全年收入的指引均为强劲增长，这是公司能给出的最高预期，因为它不提供具体数字预测。

Reuters reported that net profit for the October period was $1,420,000,000 Foxconn's guidance for both the first quarter and full year revenue are for strong growth, the highest outlook the company can give as it does not provide a numeric outlook.

这家电子巨头还表示，预计智能消费电子产品的第一季度营收将实现同比大幅增长。

The electronics giant said it also expected first quarter revenue for smart consumer electronics to see significant growth year on year.

本月早些时候，该公司董事长曾表示，如果美国与伊朗的冲突持续下去，所有人都会感受到石油和原材料价格带来的影响。

The chairman earlier this month said everyone will feel the impact on prices of oil and raw materials if The U.

（也就是美伊冲突持续的话）。

S.-Israeli conflict with Iran continues.

这家同时为苹果和英伟达供货的供应商已表示，其对2026年的业务展望符合市场预期。

The Apple and Nvidia supplier has said visibility into the 2026 aligns with the market expectations.

接下来我们来看看其他几篇正在发酵的热门文章。

Now for a look at a few other articles that are trending.

高盛认为，受盈利增长推动，标普500指数将升至7600点。

Goldman Sachs sees the S and P five 100 rising to 7,600 on earnings growth.

我特意提下这篇文章，因为到目前为止它的评论量已经超过了160条。

I'm pointing this next one out because it has more than 160 comments thus far.

据称彼得·蒂尔将在罗马举办一场以敌基督为主题的私人会议。

Peter Thiel is said to host a private conference in Rome on the Antichrist.

据报道，阿里巴巴计划就在本周推出一款面向企业的AI代理。

And Alibaba reportedly plans to launch an enterprise focused AI agent as soon as this week.

今天值得关注的催化剂看起来非常繁忙。

The catalyst to watch for today looks very busy.

科技行业将聚焦于在圣何塞举行的为期四天的NVIDIA GTC大会。

The tech sector will be focused on the four day Nvidia GTC event in San Jose.

该公司强调，OpenAI、谷歌DeepMind、META、微软和特斯拉将参与主舞台或重要环节。

The company's messaging highlights OpenAI, Google DeepMind, META, Microsoft and Tesla as participating in main stage or marquee sessions.

NVIDIA首席执行官将在周二下午两点发表主旨演讲。

Nvidia CEO will give a keynote address at two p.

下午。

M.

周一。

On Monday.

可能受GTC动态影响的股票包括AMD、台积电、博通和英特尔。

Stocks that could react to GTC developments include AMD, Taiwan Semi, Broadcom and Intel.

新闻集团已安排了一场道琼斯投资者简报会。

News Corporation has a Dow Jones investor briefing scheduled.

为期四天的奥本海默医疗科技与服务大会将拉开帷幕。

The four day Oppenheimer Healthcare MedTech and Services Conference will begin.

为期三天的摩根大通工业大会也将开始。

The three day JPMorgan Industrials Conference will also start.

达美航空、阿彻航空和美国铝业是参与此次会议的知名公司。

Delta Airlines, Archer Aviation and Alcoa are some of the notable companies participating.

Two Harbors Investment的股东将就UWM Holdings的收购交易进行投票。

Shareholders with Two Harbors Investment will vote on the buyout deal from UWM Holdings.

Okta将举办活动，发布其最新的AI安全和身份安全创新成果。

And Okta will hold an event to unveil its latest AI security and identity security innovations.

Meta Platforms位列我们当日盘前最大波动股票名单中。

META Platforms is on our list of the biggest movers of the day pre market.

在其他MAG七巨头股票小幅上涨的推动下，Meta股价上涨了3%；市场在经历又一个疲弱的股市周后试图企稳，同时投资者密切关注美伊之间的战争局势。

META is up 3% following slight gains in other MAG-seven stocks as markets look to stabilize after another weak week for equities, while investors kept a close watch on the war between US and Iran.

周日，我们在《华尔街早午餐》节目中告诉过您，金·汗提到META reportedly正计划大规模裁员，可能影响公司20%或更多的员工。

And Sunday, we told you on Wall Street brunch with Kim Khan that META is reportedly planning to initiate widespread layoffs that could impact 20% or more of the company's workforce.

今天经济日程中还有几件重要事项，上午8:30将公布零售销售数据。

And a couple of items for you on today's economic calendar at 08:30 a.

上午10点将发布住房市场指数。

Retail sales and at 10AM the housing market index.

以上就是今天《华尔街早餐》的全部内容，感谢收听。

That's it for today's Wall Street Breakfast, thanks for listening.

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访问seekingalpha.com/subscriptions了解更多。

Check out seekingalpha.com/subscriptions.

我是您的主持人朱莉·摩根。

I'm your host, Julie Morgan.

出去好好度过这一天吧。

Go out and make it a great day.