财联社3月2日讯（编辑 史正丞） 就在华尔街热议金融科技公司Block“以AI之名”裁掉近半员工之际，太平洋彼岸也出现更多类似的故事。 据悉， 日本三大银行之一的瑞穗金融集团（Mizuho FG）计划在未来10年内，通过投资人工智能提高效率，将目前约1.5万个事务岗位削减最多5000个。 从今年4月的新财年开始，瑞穗将把统筹事务岗位员工的“事务集团”更名为“流程设计集团”，意在强化通过AI重塑业务流程的共识。 作为背景，瑞穗在金融稳定理事会（FSB）的全球系统重要性银行中，与中国交通银行、德意志银行、摩根士丹利等位列第一组。足以显示，“大而不能倒”的金融巨头们也开始迎来AI对就业岗位的影响。 （来源：FSB） 瑞穗称，5000个岗位的削减包括自然离职、控制招聘等方式来减少人数。 与美国同行快速裁员的做法不同， 日本金融巨头表示不会直接裁掉那些工作被AI取代的员工，而是调配到银行网点转行从事个人客户销售或其他岗位 ，银行将提供技能再培训支持。 该金融集团计划在截至2028财年的3年内，将向人工智能投资500亿至1000亿日元。瑞穗银行等机构将正式引入人工智能用于账户开立、汇款手续所需文件的审核，以及在系统中登记客户信息等事务性工作。 随着AI全面导入，该机构还将推进人员重新配置和组织架构调整 。 瑞穗的最新表态，也是日本大企业应对AI变革的缩影。 在去年的一次公开调查中，多家知名企业均认为AI能够在5年内代替相当数量的员工。其中， 日本最大电信公司NTT预计，五年后AI能够完成该公司“超过5成的业务” 。NTT在全球总共拥有超34万名员工。 该公司介绍称，目前负责整理故障报修和进行简单询问的员工数量合计有2500人，计划到2027财年减少一半。其中，目前负责简单询问的800人将被清零。 日本生命保险、盐野义制药等大型公司也认为， 目前有30%的员工/工作会被AI替代 。 盐野义制药人事部长河本高步对媒体表示，除了回复邮件等事务外，AI在创新药开发中还能帮助收集必要文献信息，以及编写临床试验计划书和申报材料等。综合这些估算，5年内可以替代公司内部约3成人员。如果所有员工都以同样的意识提高自身效率，替代率可能会达到5成。

以色列国防军称，伊朗弹道导弹正在袭击以色列中部，警报声响彻全境。以军表示正在努力拦截这些导弹。（央视新闻）

Tatsiana Niamera/iStock via Getty Images As I'm typing, each of the 11 sectors in the S&P 500 ( SP500 ) is down, except one: energy (with industrials barely holding the line lifted by aerospace and defense stocks). In this article, I discuss the recent geopolitical events in the Middle East and my thoughts on where I think the markets are heading. I'm most definitely not chasing the rip in energy right now. As I'm about to show, the energy sector has been among the top performers since the start of the year due to the increase in oil prices. That increase is due to external events and not a fundamental shift in the supply/demand balance. Therefore, the constituents in this industry are likely to revert to the mean. As for shorting oil (CL1:COM, CO1:COM) and gas ( NG1:COM ) futures, I admit that I'm very tempted, but I didn't initiate a position at the time of writing this piece. Overall, I need to see more irrational exuberance from these levels. With Brent oil prices at $80, I don't see enough upside for buying OTM puts due to the infamous IV crush effect. As for shorting with shares, I’m definitely not giving it a go, given the momentum in escalations. Overall, I am staying on the sidelines, and I am monitoring the earliest signs that suggest a ceasefire. At that point, I’m considering a highly risky and speculative short bet using OTM puts on oil futures. Reading The Market Tape As I'm typing these words during the pre-market session of March 2, I can see a lot of red in most sectors, except in energy. Guidance Terminal As seen above, the State Street Energy Select Sector SPDR ETF ( XLE ) is up mid-single digits over the weekend, while every other sector is in the red. Well, there is actually an exception: industrials, which seem to be flat. Why? Well, take a look at the chart below (click image to enlarge), showing the top performers within industrials over the weekend. Guidance Terminal Unsurprisingly, aerospace & defense and marine shipping (to a lesser extent...

3DSculptor/iStock via Getty Images nLIGHT ( LASR ) shares had surged 13% by mid-morning market action on Monday as the company prepares to unveil its high-energy laser weapon solutions at the Pacific Operational Science & Technology Conference next week in Hawaii . The provider of high-power lasers for mission-critical directed energy, optical sensing, and advanced manufacturing applications plans to highlight its newly developed 70kW-class Laser Weapon System and its recently released 30kW and 10kW high-energy lasers. nLIGHT is a key technology provider for U.S. President Donald Trump's Golden Dome project. It is a proposed multi-layer missile defense system for the United States, intended to detect and destroy ballistic, hypersonic, and cruise missiles before they launch or during their flight. Also on Monday, Cantor Fitzgerald reiterated its Overweight rating and increased its price target to $62.50 from $40. nLIGHT competitors Lumentum ( LITE ) and Coherent ( COHR ) were up 6% and 10%, respectively, during Monday trading, after they both revealed an expanded partnership with Nvidia ( NVDA ). More on nLight nLIGHT, Inc. 2025 Q4 - Results - Earnings Call Presentation nLIGHT, Inc. (LASR) Q4 2025 Earnings Call Transcript nLIGHT, Inc. (LASR) Presents at 47th Annual TD Cowen Aerospace and Defense Conference - Slideshow NLIGHT outlines $70M–$76M Q1 revenue target as it exits cutting and welding to focus on A&D growth nLight tumbles despite Q4 results, revenue outlook topping estimates

Versant传媒集团将于周二发布其作为上市公司的首份财报，让华尔街首次深入了解这家主要由付费电视网络组成的公司。 这家从 康卡斯特 分拆出来的公司——旗下包括CNBC、MS Now、USA Network、高尔夫频道、Syfy、E！和Oxygen，以及Fandango、Rotten Tomatoes、GolfNow和Sports Engine等数字资产——在经历了媒体行业近年最重大的交易之一后，于1月在 纳斯达克 首次亮相。 该公司的首次季度业绩将提供有关这些长期被纳入康卡斯特NBCUniversal电视业务结果的资产组合的更多细节。这也将考验在市场面临巨大压力之际，华尔街对有线电视的接受度。 在上市前，Versant公布的财务状况显示近年来收入下降。根据美国证券交易委员会的一份文件，Versant的资产在2024年创造了71亿美元的收入，低于2023年的74亿美元和2022年的78亿美元。 自1月首次亮相以来，Versant的股价已下跌约25%。该公司的市值约为48亿美元。 付费电视压力 如今，纯粹的媒体股上市实属罕见——尤其是那些完全由电视网络组成的公司。去年，保守派有线新闻网络Newsmax开始在纽约证券交易所交易。其股价最初飙升，但自首次亮相后便大幅下跌。 Versant超过80%的总收入来自付费电视分销。虽然这项业务仍在盈利，但随着客户放弃传统套餐转向流媒体替代品，媒体行业这一长期摇钱树一直在走下坡路。 “在Versant，我们62%的观众来自体育和新闻的直播节目，”首席执行官马克·拉扎勒斯在12月的公司投资者日上表示。 “我们对自己的地位非常有信心。而且过去一年我们达成的交易，我认为也证明了这一点，”他补充道。 Versant以体育和新闻为主的内容组合一直是其向投资者推介的关键部分——同样关键的还有其较轻的债务负担，以及将数字资产作为未来收入和盈利增长驱动力的重视。 责任编辑：张俊 SF065

Option traders moderately bearish in Advanced Micro Devices with shares down 3.13% TipRanks

We Are/DigitalVision via Getty Images Market review US stocks were broadly higher in 4Q2025, rising for a third consecutive quarter (the major US stock market indices were also higher for a third consecutive year in 2025). The broad market S&P 500® Index made new all-time highs on several occasions, most recently during the last week of December. Market gains were fueled in part by more accommodative monetary policy (the US Federal Reserve Bank lowered the federal funds rate by 0.50 percentage points during the quarter) and better-than-expected corporate earnings, which rose 13.5% year-over-year in 3Q2025. Encouragingly, stock market breadth was somewhat better as the equal weighted S&P 500 Index, up 1.4% for the quarter, narrowed the gap with (but still trailed) the market cap weighted S&P 500 Index, which rose 2.7%. (Source: FactSet.) Within the Fund For 4Q2025, Nomura Value Fund institutional Class shares modestly trailed its benchmark, the Russell 1000® Value Index. At the portfolio level, stock selection detracted from relative returns while sector allocation contributed. At the sector level, investments in the information technology (IT), consumer discretionary, and industrials sectors detracted the most from relative performance; investments in communication services, financials, and healthcare were notable contributors. In terms of sector allocation, the Fund's underweight in consumer staples was the primary contributor and its overweight in real estate was the primary detractor. Teledyne Technologies Inc. ( TDY ), a maker of infrared cameras, drones, and other high-tech aerospace and industrial equipment, was a primary detractor. Teledyne's shares moved lower after the company reported results for 3Q2025 and remained under pressure for much of the quarter. Quarterly revenue and cash flow hit record highs and were ahead of consensus estimates. Earnings per share (EPS) was also better than expected but was down sequentially because of restructuring costs and ...

SPDR Nuveen Municipal Bond ESG ETF ( MBNE ) - $0.0758 . 30-Day SEC Yield of 2.43% as of Feb. 26. Payable Mar 05; for shareholders of record Mar 02; ex-div Mar 02. More on State Street SPDR Nuveen Municipal Bond ESG ETF Seeking Alpha’s Quant Rating on State Street SPDR Nuveen Municipal Bond ESG ETF Dividend scorecard for State Street SPDR Nuveen Municipal Bond ESG ETF

美股存储概念持续走低，希捷科技跌近7%，闪迪、西部数据跌超5%，美光科技跌近3%。

Cybersecurity firm CrowdStrike ( CRWD ) is set to post fourth quarter results on Tuesday, after markets close. Wall Street expects the Austin-based company to post EPS of $1.10, implying a rise of nearly 7%, while revenue is expected to rise 22.6% to $1.3 billion during the quarter. CrowdStrike has been benefiting as organizations are increasing their spending on cybersecurity. Along with that, the company’s rollout of AI-driven features on its platform is also enabling it to attract more customers. The company recently expanded its partnership with Microsoft ( MSFT ), enabling organisations to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace. It has also unveiled plans to expand into Saudi Arabia, India, and the United Arab Emirates as it aims to broaden distribution and deepen its market. Earlier in December, CrowdStrike posted a solid third quarter print, with the company beating estimates for both top and bottom lines in the quarter and guiding full-year ahead of analysts’ expectations. A recent survey by Oppenheimer found that organisations in the U.S. and Europe moderately increased spending on cybersecurity during the last quarter, with CrowdStrike continuing to stand out as the clear leader. Over the last two years, CrowdStrike has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time. Seeking Alpha analysts and Seeking Alpha’s Quant ratings are cautious and rated the stock a Hold. In contrast, Wall Street considers it a Buy. Piper Sandler analyst Rob Owens believes that AI is an opportunity for CrowdStrike, saying that industry “leaders” like CRWD “are well positioned to capture this opportunity over [the] coming years.” Over the last three months, EPS estimates have seen 35 upward revisions compared to six downward revisions. Revenue estimates have seen 31 upward revisions versus nine downward moves. The stock has lost 19% so far this year, compared to the 0.4% gain in the broader S&P 500 Index. More...

Nvidia to Highlight Its Stock-Based Pay. Why That’s Bad News for Broadcom and AMD. Barron's

Nvidia's change in its accounting could put it in a better light against rivals Broadcom and AMD.

格隆汇3月2日｜欧元兑美元下跌1%至1.1693，为1月22日以来最低。

We got the most recent filing of Berkshire Hathaway's stock holdings recently, and it once again showed it selling tech stocks to buy consumer goods companies.

格隆汇3月2日｜据CNN，特朗普周一最新表示，美军正在“狠狠打击”伊朗，但“大浪潮”尚未到来。特朗普称：“我认为进展非常顺利。我们拥有世界上最强大的军队，而且我们正在使用它。”当被问及美国除了军事打击之外是否还在做更多事情来帮助伊朗人民从该政权手中夺回对国家的控制权时，特朗普说：“是的。”特朗普还说：“伊朗的形势即将变得更加不安全。我们希望大家都待在家里。我们还没开始猛烈攻击他们呢。真正的巨浪还没到来。巨浪很快就要来了”。

Anthropic的Claude周一报告出现“错误率升高”。 在周五该公司与美国国防部发生冲突后，该应用成为 苹果 应用商店排名第一的免费应用。 国防部长皮特·赫格塞斯表示，五角大楼将把该公司列为“供应链风险”。 Anthropic的Claude人工智能模型周一出现“错误率升高”，与此同时，该应用在苹果应用商店中仍保持最受欢迎的免费应用榜首位置。 Claude的状态网站显示，其上月发布的最新模型Claude Opus 4.6“性能下降”。在美国东部时间上午9点42分的一次更新中，该网站表示，问题已确认，正在修复中。 这款AI聊天应用在与国防部因对该政府机构使用Anthropic技术的限制产生冲突后，人气飙升。 上周五，唐纳德·特朗普总统命令所有美国政府机构“立即停止”使用Anthropic的技术。不久之后，国防部长皮特·赫格塞斯在X上宣布，五角大楼将把该公司列为“国家安全的供应链风险”。 责任编辑：张俊 SF065

阿联酋国防部3月2日晚间宣布，阿联酋防空部队当日成功拦截9枚弹道导弹、6枚巡航导弹和148架无人机。阿联酋国防部证实，该国各地听到的声音是防空系统拦截弹道导弹和战斗机拦截无人机和巡逻飞机造成的，拦截行动导致一些民用财产遭受轻微和中等程度的物质损失。阿联酋国防部重申，已做好充分准备应对任何威胁，并将采取一切必要措施，坚决打击任何旨在破坏国家安全稳定的企图，并强调保障公民、居民和游客的安全是重中之重，不容妥协。 (环球时报)

Eli Lilly (NYSE: LLY) stock has pulled back 2.9% year-to-date to around $1,044, and institutional investors have been accumulating shares during the pullback, according to recent filings. The Earnings Machine Lilly closed 2025 with back-to-back blowout quarters. Q4 revenue hit $19.29 billion against a consensus estimate of $18.14 billion, while non-GAAP EPS of $7.54 cleared ... What Smart Money Loves About Lilly

In this article AAPL Follow your favorite stocks CREATE FREE ACCOUNT Apple introduces iPhone 17e Source: Apple Inc. Apple opened its week of product launches on Monday morning with a refreshed low-cost iPhone and a faster iPad Air, as it begins what looks to be a broader multi-day hardware push. The headline device is the new iPhone 17e, a budget model in the iPhone 17 lineup that starts at $599 and comes in below the $799 standard iPhone 17. Apple introduces iPhone 17e Source: Apple Inc. The 17e keeps the same 6.1-inch size, but adds tougher glass, Apple's A19 chip, the newer C1X modem, MagSafe charging, and 256GB of starting storage — twice the base capacity of last year's model. It comes in pink, black, and white, with preorders starting March 4 and in-store availability beginning on March 11. Apple iPad Air Source: Apple Inc. Apple also updated the iPad Air, which keeps the same design and price but moves from its M3 to M4 chip. The 11-inch model still starts at $599, while the 13-inch version remains $799. Apple said in the release the new processor is up to 30% faster than the prior generation. The company has planned product announcements over the next few days. Apple has told stores to brace for a big rush, Bloomberg reported. Read more CNBC tech news Trump administration blacklists Anthropic as AI firm refuses Pentagon demands How Amazon's massive stake in OpenAI could boost its AI and cloud businesses Block laying off more than 4,000 employees, nearly half of its workforce Nintendo bets more than ever on franchises like Mario to drive Switch 2 sales

Upon completion of the transactions, both FM Accountants and LSMQ will operate under the AAB name.

TSLA tops 8.4B FSD miles, edging closer to Musk's 10B target for unsupervised autonomy as global testing expands.

Tesla Hits 8.4B FSD Miles: Is Unsupervised Autonomy Within Reach? TradingView

Tesla Hits 8.4B FSD Miles: Is Unsupervised Autonomy Within Reach? Yahoo Finance

Italy says Gulf countries have requested air defence systems Reuters

美元/瑞郎日内涨幅达1.5%，报0.7803。

John Ross, President and CEO of Central Bancompany (NASDAQ:CBC) , reported the open-market purchase of 40,000 shares valued at approximately $980,000 on Feb. 6, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($24.50); post-transaction value based on the market close price on Feb. 6, 2026. Continue reading

Supatman/iStock via Getty Images A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF ( IGV ) peaked on September 19, 2025, it has fallen roughly 30%. For context, the broad technology indexes like XLK and QQQ are essentially flat over the same period, and the semiconductor ETF ( SMH ) is up 30%. Between mid-January and mid-February 2026 alone, approximately one trillion dollars was wiped from the collective value of software stocks, with the S&P North American Software Index posting its worst monthly decline since the 2008 financial crisis. The catalyst was a series of AI product launches, most notably Anthropic’s Claude Cowork tool and OpenAI’s enterprise agent, Frontier, demonstrating that AI agents can now handle complex knowledge work autonomously. The market’s interpretation was simple. If AI agents can replicate what enterprise software does, then enterprise software is finished. That is the narrative that has taken hold in recent weeks. The consequence has been brutal. Workday ( WDAY ) is down 35% year-to-date. Adobe ( ADBE ) has shed 26%. Salesforce ( CRM ), 25%. Atlassian ( TEAM ) plunged 35% in a single week. Even Microsoft ( MSFT ), the ultimate blue chip, fell by more than 10%. The thesis is straightforward enough. Generative AI can now write code, automate workflows, and rapidly and cheaply create customized applications. Therefore, if enterprises can build their own “disposable software,” micro-apps tailored to specific workflows, instead of paying bloated subscription fees, then the traditional per-seat SaaS pricing model is dead. Potentially worse is that AI lowers barriers to entry, enabling more competitors to quickly replicate existing software. Such would compress margins and weaken the moats that once protected large software firms. It is a compelling narrative. The question investors must answer is whether it is true. Will AI Actually Kill Software Stocks? Not So Fast Like mo...

Barbican Hall, London The pianist was electrifying in Rautavaara’s first concerto, while the young Finn conducted a condensed Ring with clever, slow-burn pacing Mess with Yuja Wang at your peril. For anyone still in doubt of her temperament after last week , here she was, exploding into the solo part of Einojuhani Rautavaara’s 1969 Piano Concerto No 1. It’s a monumental work demanding considerable physicality – at several points the soloist all but attacked the keyboard, slapping the keys in clusters or using a forearm to thump out the shape of the melody. Wang was formidable, Rautavaara’s dense writing providing an ideal showcase for her bright clarity. And the orchestra was just adversarial enough, thanks to the judgment of Tarmo Peltokoski , the Finnish conductor making his LSO debut. Wang gave us three encores, starting with a richly singing Barcarolle by the Finnish composer Erkki Melartin and finishing with Brahms’s Hungarian Dance No 6, a duet for which she was joined by Peltokoski, no mean pianist himself. In between came the highlight: her own arrangement of the desperate second movement of Shostakovich’s String Quartet No 8, dispatched with exhilarating virtuosity. Continue reading...