经济数据
| 日期 | 事件 | 前值 | 预估 | 实际 | 重要性 |
|---|---|---|---|---|---|
| 2026-03-25 07:00:00 | MBA 30年期抵押贷款利率（2020年3月） | 6.300 | NaN | 6.43 | ⭐️⭐️ |
| 2026-03-25 07:00:00 | MBA贷款申请（2020年3月） | -10.900 | NaN | -10.50 | ⭐️ |
| 2026-03-25 07:00:00 | MBA抵押贷款市场指数（2020年3月） | 347.100 | NaN | 310.70 | ⭐️ |
| 2026-03-25 07:00:00 | MBA 抵押贷款再融资指数（2020年3月） | 1341.000 | NaN | 1145.00 | ⭐️ |
| 2026-03-25 07:00:00 | MBA采购指数（2020年3月） | 172.900 | NaN | 163.60 | ⭐️ |
| 2026-03-25 08:30:00 | 当前账户（第四季度） | -226.400 | -211.0 | NaN | ⭐️⭐️ |
| 2026-03-25 08:30:00 | 进口商品价格同比（2月） | -0.100 | 0.3 | NaN | ⭐️ |
| 2026-03-25 08:30:00 | 出口价格月度变化率（2月） | 0.600 | 0.5 | NaN | ⭐️⭐️ |
| 2026-03-25 08:30:00 | 出口价格同比（2月） | 2.600 | 2.2 | NaN | ⭐️ |
| 2026-03-25 08:30:00 | 进口价格环比（2月） | 0.200 | 0.5 | NaN | ⭐️⭐️ |
| 2026-03-25 10:30:00 | 原油进口 | -0.692 | NaN | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA原油进口变化（2020年3月） | -0.692 | NaN | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA原油库存变化（2020年3月） | 6.156 | 0.5 | NaN | ⭐️⭐️ |
| 2026-03-25 10:30:00 | EIA 2020年3月库什原油库存变动 | 0.944 | NaN | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA每周炼油厂利用率周报 | 0.600 | NaN | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA炼油厂原油进出量变化（2020年3月） | 0.063 | NaN | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA 原油蒸馏油库存变动（2020年3月） | -2.527 | -1.3 | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA汽油产量变化（2020年3月） | -0.462 | NaN | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA汽油库存变动（2020年3月） | -5.436 | -2.1 | NaN | ⭐️⭐️ |
| 2026-03-25 10:30:00 | EIA 供暖油库存变动（2020年3月） | -0.081 | NaN | NaN | ⭐️ |
| 2026-03-25 10:30:00 | EIA汽油提炼产品产量变化（2020年3月） | -0.075 | NaN | NaN | ⭐️ |
| 2026-03-25 11:30:00 | 两年期FRN拍卖 | 0.099 | NaN | NaN | ⭐️ |
| 2026-03-25 11:30:00 | 17周期国库券拍卖 | 3.610 | NaN | NaN | ⭐️ |
| 2026-03-25 13:00:00 | 五年期票据拍卖 | 3.615 | NaN | NaN | ⭐️ |
本文涵盖多项关键议题：1）美方通过巴基斯坦发布15点伊朗战争和平方案，正值导弹袭击与部队部署持续之际；中国呼吁对话，油价波动仍在持续。2）伊朗战争加剧全球粮食危机风险，霍尔木兹海峡化肥出口受阻，美方解除委内瑞拉制裁以缓解压力。3）航空旅行持续受阻，原因为人员短缺及资金拖延，拉瓜迪亚机场事件凸显问题。4）特朗普政府计划扩大E15汽油销售以抵消农民能源成本压力，但加州柴油价格飙升，西德克萨斯州原油盗窃事件频发。5）特朗普面临政治挫折，包括佛罗里达州民主党胜利及中期选举前拉美选民支持度担忧。6）化肥贸易格局正在变化，全球供应商与政府争相保障供应。7）冲突威胁全球化肥贸易份额，超越2022年乌克兰危机，关键出口依赖霍尔木兹海峡。8）战争对能源与融资风险的影响已被记录，软件导向AI实验室可能更具韧性。9）更广泛的地缘政治与经济连锁反应正在市场及供应链层面被分析。
财报日历
| 标的 | EPS报告值 | EPS预估值 | 营收报告值 | 营收预估值 |
|---|---|---|---|---|
| YTRGF | - | - | - | - |
| NGD | - | 0.2383 | - | 476944535.0 |
| PITPF | - | 166.04 | - | 4965960607129.0 |
| BIGGQ | - | 1.27 | - | 1423000000.0 |
| WRN | - | -0.01001 | - | - |
| DWHHF | - | 1.02 | - | 217525828.0 |
| EDAP | -0.25702 | -0.15509 | 22242036.0 | 14679737.0 |
| AOTVF | - | -0.01502 | - | -272694.0 |
| TBHC | - | 0.03 | - | 134742000.0 |
| BYLTF | - | -0.01456 | - | 20314827.0 |
| ASPI | - | - | - | - |
| PFSA | - | - | - | - |
| FLWBF | - | -0.03768 | - | 22443915.0 |
| KC | - | -0.50141 | - | 2083730577.0 |
| FNCNF | - | - | - | 2674414080.0 |
| RDHL | - | -352.85714 | - | 24285800.0 |
| CTSO | - | -0.055 | - | 9780000.0 |
| REE | - | -0.28 | - | 1000000.0 |
| SFRGF | - | 0.1054 | - | 297501860.0 |
| OIBRQ | - | 6.01 | - | 2618587053.0 |
| PDD | - | 17.98 | - | 112233758553.0 |
| CANSF | - | - | - | - |
| MTSR | - | -0.54 | - | - |
| SOHON | - | - | - | 44000000.0 |
| CBSTF | - | -0.04 | - | 88200000.0 |
| IVFH | - | - | - | - |
| UPB | - | -0.69819 | - | 521570.0 |
| PNGAY | - | - | - | - |
| CTAS | - | 1.24 | - | 2820350840.0 |
| XTIA | - | -0.32 | - | 14500000.0 |
| LOQPF | - | - | - | - |
| CHJTF | - | 0.2838 | - | 18068320089.0 |
| ICU | - | -1.08 | - | 222500.0 |
| GMINF | - | 0.3697 | - | 202099728.0 |
| SFRGY | - | 0.06106 | - | 344497085.0 |
| TVBCF | - | - | - | - |
| ACXAF | - | 0.3303 | - | 146144938.0 |
| MALJF | - | 0.2075 | - | 195768791.0 |
| NXGPY | - | - | - | - |
| TTNMF | - | 0.03003 | - | 123207405.0 |
| KNOP | - | 0.46 | - | 95010000.0 |
| CNL | - | -0.07 | - | -178279.0 |
| KGHPF | - | 8.39 | - | 10940418146.0 |
| ASOZF | - | - | - | - |
| NOWVF | - | 0.0051 | - | 10098150.0 |
| SOHOB | - | - | - | 44000000.0 |
| JKS | -1.77233 | -16.2026 | 2874474604.0 | 16132406539.0 |
| CUGCY | - | - | - | - |
| GFASY | - | - | - | - |
| NXGCF | - | - | - | 59965296.0 |
| CWBHF | - | -0.03 | - | 12326000.0 |
| NHHHF | - | - | - | - |
| YI | - | - | - | 599574240.0 |
| CEBUY | 1.94 | - | 548468591.0 | - |
| PLNH | - | -0.02694 | - | 23439958.0 |
| ZMDTF | - | 0.02589 | - | 11885231.0 |
| VIOT | - | 0.538 | - | 2000110540.0 |
| JNPKF | - | - | - | 356323643.0 |
| GCTS | - | -0.23 | - | 1093000.0 |
| OIBZQ | - | 15.02 | - | 2618587053.0 |
| JGSHF | - | 0.01258 | - | 1622299041.0 |
| TLKMF | - | 56.45 | - | 38354049942820.0 |
| TLLTF | - | -0.0352 | - | 32918401.0 |
| QVCGB | - | - | - | - |
| TLTFF | - | -0.04218 | - | 286692.0 |
| XTNT | - | -0.0049 | - | 30754650.0 |
| KOPN | - | -0.0175 | - | 10947000.0 |
| PTALF | - | - | - | - |
| ICLR | - | 3.24 | - | 1998502606.0 |
| ONDS | - | -0.04321 | - | 27769630.0 |
| BLFY | - | -0.1 | - | 12853000.0 |
| JGSMY | - | - | - | - |
| BCUFF | - | - | - | - |
| ANPDF | 0.3131 | 0.3131 | 5822900043.0 | 5808177640.0 |
| PFRRF | - | - | - | - |
| MDV | - | 0.1167 | - | 11351600.0 |
| HRASF | - | - | - | 4287000000.0 |
| WHLM | - | - | - | - |
| MITJF | - | - | - | - |
| AHOTF | - | - | - | - |
| ORZCF | 0.04413 | 0.0487 | 132455182.0 | 141750000.0 |
| CVV | - | - | - | - |
| KSFTF | 0.1002 | -0.01 | 374626886.0 | 2599121449.0 |
| TTMZF | - | - | - | 752052.0 |
| OTRKQ | - | -0.64 | - | 3697000.0 |
| LAZRQ | - | -0.64 | - | 9000000.0 |
| JTKWY | - | - | - | - |
| HIT | - | -0.01 | - | 7264029.0 |
| MAANF | - | -0.08315 | - | 16742229407.0 |
| GNE | - | 0.07 | - | 121600000.0 |
| IFABF | - | - | - | - |
| DELKY | - | - | - | - |
| VIORF | 0.00058 | - | - | - |
| PPTA | - | -0.0432 | - | - |
| NDLS | - | -0.72 | - | 122400000.0 |
| AKEMF | - | - | - | - |
| ENQUF | - | -0.03 | - | 507000000.0 |
| SRLZF | 0.00032 | - | - | - |
| PYTCY | - | - | - | - |
| GSGTF | - | - | - | - |
| VRBFF | - | - | - | - |
| VCIC | - | - | - | - |
| DRMAW | - | -1.54 | - | - |
| ADGM | - | -0.31 | - | - |
| CLYYF | - | - | - | - |
| ICUCW | - | -1.08 | - | 222500.0 |
| CLDI | - | -1.56 | - | - |
| FPAYQ | - | 0.1 | - | 40200000.0 |
| BGMS | - | -72.0 | - | 25000.0 |
| SLTTF | - | - | - | - |
| KMRPF | - | - | - | - |
| SHKLY | - | - | - | - |
| AUMN | - | - | - | - |
| CCPUF | - | -0.02185 | - | 1966140.0 |
| BEVVF | - | - | - | - |
| CHDGF | - | - | - | - |
| ADAPY | - | -0.059 | - | 4850000.0 |
| CYN | - | -1.0 | - | 300000.0 |
| CZGZF | - | - | - | 334803196.0 |
| VCVOF | - | - | - | - |
| SHPH | - | - | - | - |
| DOOO | - | 1.47 | - | - |
| CAUUF | - | - | - | - |
| NRSN | - | -0.0405 | - | 514100.0 |
| TTGPF | - | 0.09969 | - | 336395839.0 |
| AFIB | - | -0.19 | - | 12400000.0 |
| SRG-PA | - | - | - | 35100000.0 |
| KDDIY | - | 0.3288 | - | 10147684997.0 |
| VPHIF | - | -0.0328 | - | 3827051.0 |
| CHRHF | - | - | - | - |
| BJGBF | - | - | - | - |
| BGOPF | - | - | - | 27000000.0 |
| BYSD | - | - | - | - |
| IWSH | - | - | - | - |
| LGMK | - | -1845.0 | - | 2260421.0 |
| PBEGF | - | -0.01 | - | 17376000.0 |
| SHPMY | - | - | - | - |
| WGO | - | 0.2386 | - | 627155950.0 |
| FXWZF | - | - | - | - |
| SOCLF | - | - | - | - |
| BPTH | - | -0.4 | - | - |
| PINXY | - | - | - | - |
| URZEF | - | - | - | - |
| JBS | - | 0.426528 | - | 22560278124.0 |
| ALUR | - | -0.61495 | - | 3150000.0 |
| DRMA | - | -1.54 | - | - |
| WS | - | 0.4319 | - | 882950000.0 |
| SYYNY | - | - | - | - |
| SHUFF | - | - | - | - |
| WDH | - | 0.0386 | - | 990597946.0 |
| VERF | 0.08146 | - | 768635.0 | - |
| BRYGF | - | - | - | - |
| MTEX | - | - | - | - |
| SELF | - | 0.06 | - | 3125500.0 |
| CRZBY | 0.761 | 0.548 | 3033286563.0 | 3071123963.0 |
| CSGEF | - | - | - | - |
| NKTX | - | -0.30998 | - | - |
| SLSN | - | - | - | - |
| SGLJF | - | - | - | 1029540620.0 |
| HPMCF | - | - | - | - |
| ZH | - | -0.01144 | - | 756312266.0 |
| MCHX | - | -0.01 | - | 11000000.0 |
| TIVC | - | - | - | - |
| LU | - | 1.34 | - | 2813234357.0 |
| FUL | - | 0.555 | - | 785010010.0 |
| CILJF | 0.529 | 0.528 | 26150410541.0 | 26128413193.0 |
| EFVIF | - | - | - | - |
| HSHCY | - | - | - | - |
| SONDQ | - | - | - | - |
| WYY | - | -0.01333 | - | 40279953.0 |
| PAYX | - | 1.67 | - | 1779887740.0 |
| STHFF | - | - | - | - |
| UBLXF | - | - | - | 253793680.0 |
| SCTQ | - | - | - | - |
| CEAD | -2.00398 | - | 7334626.0 | - |
| EPAC | - | 0.4 | - | 147800000.0 |
| TNJIF | - | - | - | - |
| MYND | - | - | - | - |
| PTHIY | - | - | - | - |
| SHZNF | - | - | - | - |
| PBLA | - | -2640.0 | - | - |
| ASOZY | - | - | - | - |
| CGNWF | - | - | - | - |
| SY | - | -0.09741 | - | 397168672.0 |
| GPFT | - | - | - | - |
| LTCH | - | -0.2275 | - | 9973000.0 |
| ZNTL | - | -0.42665 | - | - |
| PBMRY | - | - | - | - |
| THURF | - | - | - | - |
| DLKGF | - | - | - | - |
| QVCGA | - | - | - | - |
| MRAI | - | -0.1 | - | 17000000.0 |
| PGEN | - | -0.08402 | - | 8417623.0 |
| CDMNF | - | - | - | - |
| KWLGF | - | - | - | - |
| BJWTF | - | - | - | - |
| CUB | - | - | - | - |
| CEVMF | - | 1.21 | - | 821306773.0 |
| CHWY | -0.43239 | 0.08852 | 3264700000.0 | 3264389000.0 |
| DRVN | 0.2956 | 0.2787 | 457330300.0 | 458765938.0 |
| CATX | -0.50791 | -0.36271 | 43000.0 | 236980.0 |
| OXBR | - | -0.02 | - | 700000.0 |
| IDGAF | - | - | - | - |
| NAVN | - | -0.0438 | - | 188326927.0 |
| BZUN | - | - | - | 2215993730.0 |
| MSLE | - | -0.6174 | - | - |
| CELC | - | -1.04207 | - | 1275000.0 |
| PINWF | - | - | - | - |
| TOON | - | - | - | - |
| PMVC | - | - | - | - |
| PXXLF | - | - | - | - |
| BSXGF | - | - | - | - |
| CBDY | - | - | - | - |
| CAFZF | - | - | - | - |
| XCUR | - | -18.6 | - | 1644250.0 |
| AACG | - | - | - | - |
| NRSNW | - | -0.0708 | - | - |
| BKFG | - | - | - | - |
| UTRS | - | - | - | - |
| LINK | - | -0.03333 | - | 3200000.0 |
| IGGGF | - | - | - | 383710020.0 |
| STLY | - | - | - | - |
| MARVF | - | - | - | - |
| KCCFF | - | - | - | - |
| SYYYF | - | 0.07137 | - | 1343559057.0 |
| CGNT | - | 0.06738 | - | 104261750.0 |
| JGHHY | - | - | - | - |
| ELLRY | - | - | - | - |
| SOWG | - | -0.04 | - | 9300000.0 |
| SONX | - | -16.0 | - | 9800000.0 |
| JEF | - | 0.894 | - | 1981351540.0 |
| AQMS | - | -4.0 | - | 1200000.0 |
| ASPHF | - | -0.20929 | - | 44783617.0 |
| OMER | - | -0.57 | - | 1600000.0 |
| HSWLF | - | - | - | 56376480.0 |
| ICLTF | - | - | - | - |
| MAZE | -0.80436 | -0.75594 | - | 428571.0 |
| VTEPF | - | - | - | - |
| CINSF | - | - | - | - |
| GIPRW | - | 0.34 | - | 2455000.0 |
| UCPLF | 0.574 | - | 31089042.0 | - |
| PBATF | - | 62.29 | - | 9975408032700.0 |
| NAVBQ | - | -0.08 | - | 600000.0 |
| MAMO | - | - | - | - |
| LNNGY | 1.63 | - | 2074153954.0 | - |
| CEVIY | - | - | - | - |
| RBWRF | - | - | - | - |
| BKBLF | - | - | - | - |
| INCPF | - | - | - | 8735862172.0 |
| LOAN | - | 0.1 | - | 2107817.0 |
| BMCLF | - | - | - | - |
| CUCSY | - | - | - | - |
| WATT | - | -0.84 | - | 2000000.0 |
| CULL | - | - | - | - |
| SVMRF | 0.01914 | -0.07662 | 4490589.0 | 29616607.0 |
| DMIFF | - | - | - | - |
| LGSXY | - | - | - | - |
| KUASF | 0.1742 | 1.21 | 5661403643.0 | 38923640879.0 |
| SKBNF | - | - | - | - |
| PSTVY | - | - | - | - |
| SFOSF | - | - | - | 9865117000.0 |
| ONCSQ | - | -8.89753 | - | - |
| JSPRW | - | -0.81744 | - | - |
| PZRIF | - | 0.2398 | - | 162967084.0 |
| SOHOO | - | - | - | 44000000.0 |
| RVPH | - | -1.24 | - | - |
| KRMN | - | 0.115 | - | 132640535.0 |
| BGAVF | - | - | - | - |
| DYAI | - | -0.045 | - | 1343335.0 |
| MLKN | - | 0.45 | - | 941950000.0 |
| BIORQ | - | -202.78 | - | 25410600.0 |
| DERM | - | -0.0525 | - | 18853250.0 |
| EHMEF | - | -8.10714 | - | 422063954.0 |
| LTRN | - | -0.46 | - | - |
| ODDAF | - | - | - | - |
| SYRS | - | -0.158 | - | - |
| DBVT | - | -0.2 | - | 1403250.0 |
| RCMT | - | 0.62 | - | 84461000.0 |
| MAORF | - | - | - | - |
| PYTCF | - | - | - | - |
| NPACF | - | - | - | - |
| RLEVF | - | - | - | - |
| RKAGY | - | - | - | - |
| ANRGF | - | 0.01456 | - | 54029867.0 |
JEF
杰弗里斯因收购传言而大幅上涨，预计在市场波动中业绩将表现亮眼
CVNA
美国银行将Carvana股票上调至400美元，理由为其表现出强劲增长与市场领先地位
SNAL
蜗牛公司（Snail, Inc.）为艰难财报做好准备，随着财务困境加剧，预计将于3月25日发布报告时面临压力
DXCM
Evercore ISI对DexCom表达乐观，上调目标价至90美元，并将展望修正为优于市场预期，基于其强劲增长及利润率扩张。