要約：JPMorganは2026年のS&P 500を7,600に、2027年を385EPSに引き上げ。AIへの熱気と中東の緊張の緩和が背景。先行PERは22倍のまま、緊張が低下すれば23倍や約8,000の可能性もある。石油や地政学リスクによる短期的な調整局面を警告。 概要：Dubravko Lakos-Bujas率いるJPMorganの戦略チームは、年末のS&P 500予想を7,200から7,600へ引き上げ、AIへの熱気の再燃と中東の緊張の緩和を理由に挙げた。2026年EPSは$330 and 2027年は$385へ引き上げ、先行の倍率は22倍に据え置いた。より迅速な地政学の決着なら、倍率は23倍へ拡大し、2026年を8,000に近づける可能性がある。AIテーマはAnthropicがMythosを発表した後に勢いを増し、AI関連のS&P 500銘柄の約3分の2が上回った。リスクとしては原油価格の上昇や地政学的緊張の残存が挙げられ、追加の上昇の前に短期的な調整が起きる可能性を示唆している。

3月29日，The Kobeissi Letterが分析を発表し、アメリカのテクノロジー株は過小評価の領域に入ったと述べています。情報技術指数の先物PERプレミアムは7年ぶりの低水準を記録し、テクノロジー株を購入する良いタイミングかもしれません。

Bitcoin Treasury Company Empery Digital Announces $25 Million Fundraising at $5.39 Per Share, Plans to Sell 4638219 Shares of Common Stock and Warrants of Equal Quantity. New Funds Will Be Used to Repay Share Buyback Loans, While Also Disclosing the Sale of 63 Bitcoin at an Average Price of $72,791, with Current Holdings Reduced to Approximately 3439 Bitcoin.

Gate News reports that on March 25, the National Supercomputing Internet announced the launch of a new round of token distribution activities. The activity targets all platform users and offers limited-time free distribution of up to 30 million tokens per user, aiming to lower the experience threshold for scientific research exclusive AI agents such as "Lobster" SClaw. Additionally, National Supercomputing Internet users can enjoy a special renewal price of 0.1 yuan per million tokens, with this discount extending until April 6.

BlockBeats news: On March 25, China's National Supercomputing Internet announced the launch of a new round of token giveaway activities. The activity targets all platform users and offers limited-time free distribution of up to 30 million tokens per person to lower the experience threshold for specialized research intelligent agents such as "Lobster" SClaw. Additionally, National Supercomputing Internet users enjoy a special renewal rate of 0.1 yuan per million tokens, which will be extended until April 6.

Gate News report: On March 25, driven by a significant decline in oil prices and expectations of easing Middle East tensions, gold prices rebounded. Spot gold rose approximately 2.56% to $4,588 per ounce, while April delivery gold futures surged more than 4%, reaching $4,597.7.

Gate News Report: On March 25, spot gold (the immediate trading price of gold in international financial markets) rose to $4,600 per ounce, with an intraday gain of 2.8%.

Gate News reported that on March 24, market data showed that spot silver fell 4% intraday, currently trading at $66.33 per ounce.

Gate News: On March 23rd, Onchain Lens monitoring showed that High Stakes Capital sold 300,000 HYPE tokens over the past 2 hours at an average price of $38.17 per token, worth approximately $11.45 million. The address currently still holds 302,421 HYPE (worth approximately $11.54 million), with total profits exceeding $33.2 million.

Gate News Report: On March 23rd, spot gold fell below $4,100 per ounce for the first time since November 24th of last year, plunging 8.6% or $388 intraday, breaking through multiple round-number levels consecutively, with gold's cumulative decline exceeding 22% this month.