摩根大通 首席执行官杰米·戴蒙警告称，对美国经济而言，通胀可能会成为“派对上的臭鼬”。 “通胀可能比人们预想的要高，如果这种情况真的发生，那就像派对上来了只臭鼬一样扫兴，”戴蒙周一在迈阿密举行的摩根大通年度杠杆融资会议上接受采访时表示，“希望这种情况不会发生。” 这是戴蒙近期再次借动物来比喻金融体系中正在酝酿的风险。就在几个月前，他曾警告称信贷市场出现的裂痕就像“蟑螂”，预示着还会有更多问题浮现。上周，他还提醒称，一些贷款领域的竞争对手为追逐盈利正在做“傻事”。 美国上个月发布的通胀数据显示，年初物价涨幅相对温和，1月份消费者价格指数环比仅上涨0.2%。不过自那以来，美国和以色列对伊朗发动导弹袭击，推动油价飙升，并引发外界对通胀上行的担忧。 特朗普警告称针对伊朗的轰炸行动袭击可能会持续数周。周末的空袭导致伊朗最高领袖哈梅内伊以及其他高级官员丧生。 “目前这会略微推高汽油价格，不过如果这种情况持续时间不长，就不会造成严重的通胀冲击，”戴蒙说。“但如果这种情况持续很长时间，那就另当别论了。” 责任编辑：李桐

Soochow Securities plans to acquire a 26.68% stake in Donghai Securities via share swap. Photo: VCG Soochow Securities Co. Ltd. said Monday that it plans to acquire a controlling stake in smaller rival Donghai Securities Co. Ltd. through a share swap, the latest step in a state-backed drive to consolidate China’s fragmented brokerage industry. The Shanghai-listed firm signed a preliminary agreement with Changzhou Investment Group Co. Ltd. to buy the state-owned company’s 26.68% stake in Donghai by issuing new A-shares. Trading in Soochow Securities was suspended Monday and may remain halted for up to 10 trading days pending finalization of the deal’s terms.

First Solar (NASDAQ: FSLR) continues to churn out profitable quarters, but the company is playing a dangerous game with subsidies. Most of its gross profit comes from government subsidies, which may not last. And even with those subsidies, the company's backlog isn't growing as you may expect. In this video, I go over both the numbers and the precarious position First Solar has gotten itself into going all-in on the U.S. solar market. *Stock prices used were end-of-day prices of Feb. 25, 2026. The video was published on March 1, 2026. Continue reading

格隆汇3月3日｜据预测网站Kalshi：霍尔木兹海峡“关闭”的实际发生概率飙升至65%。此前伊朗革命卫队指挥官顾问称霍尔木兹海峡已关闭。

格隆汇3月3日｜美国国务院：所有驻约旦美国大使馆人员因威胁暂时离开安曼大使馆。

Bulky and noisy Iran-made unmanned attack drones have hit buildings in Bahrain, Kuwait, UAE and elsewhere US-Israel war on Iran – live updates A visual guide strikes on Iran and Tehran’s response Iran’s noisy $50,000 delta-winged Shahed 136 drones have long been an unwanted sight over the skies of Ukraine. Now, over the last 48 hours, hundreds of the distinctive weapons have struck Bahrain, Kuwait, the UAE and across the Gulf as Tehran tries to intimidate and impose costs on regional allies of the US. Continue reading...

Baidu Inc. (NASDAQ:BIDU) is among the 12 best stocks to buy and hold for the next 2 years. On February 26, Macquarie lowered its price target on Baidu Inc. (NASDAQ:BIDU) shares to $177 from $205 while maintaining an Outperform rating, saying that the price target reduction reflects sluggish performance in the company’s core advertising business. […]

格陵兰岛一位高级官员周一告诉路透社，自美国总统唐纳德·特朗普多次威胁要吞并格陵兰岛以来，投资者对该岛采矿业的兴趣有所增加。 格陵兰岛商业与矿产部长纳亚·H·内森尼尔森表示，兴趣主要来自英国、加拿大和欧盟国家。 “在投资者方面，我们确实看到了投资兴趣的增加，”她说。 尽管特朗普首次表达购买格陵兰岛的兴趣是在几年前，但内森尼尔森表示，过去两个月“非常忙碌”。 这个北极岛屿是丹麦的一个自治领地，战略位置重要且矿产资源丰富。 在整个2025年及进入今年，特朗普加强了关于控制格陵兰岛的言论。他表示丹麦无力保护该领土免受中国和俄罗斯的影响。 在周二结束的、于多伦多举行的加拿大勘探与开发者协会矿业大会上，格陵兰岛派出了一个由20多家矿业公司组成的代表团。 法国跨部门矿石与金属事务代表本杰明·加勒佐表示，法国准备在格陵兰岛的采矿项目中持有少数股权以支持其发展。 内森尼尔森表示，格陵兰岛正在放宽许可和税法以鼓励投资。 责任编辑：张俊 SF065

据黎巴嫩国家通讯社2日报道，巴勒斯坦伊斯兰圣战组织（杰哈德）宣布，其在黎巴嫩的军事分支指挥官阿扎姆·奥斯曼在以色列对黎首都贝鲁特南部郊区发动的空袭中身亡。（新华社）

Microsoft appointed Asha Sharma as CEO of Microsoft Gaming, following the retirement of long-serving gaming chief Phil Spencer. Matt Booty has been promoted to Chief Content Officer, concentrating on game development and IP across the Xbox ecosystem. The leadership reshuffle is paired with a renewed focus on content creation and platform strategy across Xbox hardware, services and cloud gaming. For investors tracking NasdaqGS:MSFT, these changes touch one of the company’s most visible...

国际油价在收盘之后走高，WTI原油期货涨穿72美元/桶。

If Chinese automakers eventually break into the US market, younger Gen Z buyers could be first in line.

In its SEC filing dated February 10, 2026, Black Cypress Capital Management, LLC reported purchasing 115,858 additional shares of Floor & Decor (NYSE:FND) during the fourth quarter of 2025. The estimated transaction value was $7.51 million, based on the average quarterly closing price. The fund’s quarter-end position increased in value by $5.96 million, a figure that includes both trading activity and price movement. The buy activity brought the Floor & Decor stake to 8.57% of 13F assets under management. As of February 27, 2026, shares were priced at $67.51, down 30.1% over the past year and underperforming the S&P 500 by 46 percentage points. Continue reading

Alex Cristi /iStock via Getty Images Within a few short months, the software sector has gone from being one of the hottest industries to invest in to one of the cheapest. Bargains now abound in the sector, but of course there's a land mine of risks as well as we navigate poor market sentiment amid potential growth in AI risks. Criteo ( CRTO ), a France-based ad-tech platform that competes against The Trade Desk ( TTD ), has been among the hardest-hit companies. Shares have lost ~60% of their value over the past year, with shares dropping ~10% after a recent disappointing Q4 earnings print. We have to ask ourselves now: How much of Criteo's risk is priced in? Data by YCharts I last wrote a "Buy" article on Criteo in December, when the stock was trading above $20 per share. Needless to say, the stock has been a bit of a falling knife since then. I acknowledge that my buy call was ill-timed and that Criteo's recent performance trends have been wanting. That said, I also believe the company has a relatively secure book of business, especially thanks to its relationships with top-tier clients in both Europe and the United States. Amid clear evidence that Criteo continues to drive profitability despite top-line crunches, I think Criteo will look increasingly appealing as a value buy for a potential PE-style acquisition. Its free cash flow and adjusted EBITDA profile, in other words, put a solid floor on the company's share price. Though this is certainly a stock that requires patience, I reiterate my "Buy" rating here. A lot of focus has been directed at Criteo's risks, but not nearly enough attention is paid to the company's potential tailwinds. In my view, these are the core elements of the bull thesis for Criteo: Building out agentic AI commerce tools. Criteo is transitioning from merely being a demand-side ads platform and becoming more of a value-added software vendor. Its newly released agentic AI commerce features allow its customers to build AI chatbot-style shopp...

In this article GLD Follow your favorite stocks CREATE FREE ACCOUNT Frame Studio | Moment | Getty Images With the Middle East war rattling global markets, gold is once again drawing attention as a potential safe-haven investment. The precious metal is generally viewed as a diversifier and store of value in turbulent times. However, it's important to know what you're investing in, and why, before jumping in. "Gold may be one of the ways to invest against the geopolitical shock, but certainly there are others," such as global energy and defense stocks , said certified financial planner Barry Glassman, founder and president of Glassman Wealth Services in Vienna, Virginia, and a member of the CNBC Financial Advisor Council . "It'll be interesting to see which parts of portfolios hold up during this volatility." Gold prices have been on a runup Gold's price has jumped in recent days due to the escalating conflict in the Middle East sparked by the joint U.S.-Israeli military strikes on Iran , which were met with retaliatory attacks on Israel and other U.S. allies around the Gulf region. The price for a troy ounce of gold shot above $5,400 overnight before settling back in the $5,300 range by Monday afternoon. More from Financial Advisor Playbook: Here's a look at other stories affecting the financial advisor business. Student loan forgiveness is taxable again. How to plan for a five-figure IRS bill Trump accounts have 'more unanswered questions than answered,' expert says Home sellers start getting lower prices at 70, research shows — here's why Bigger SALT cap may 'drive higher refunds,' tax expert says — who benefits Trump accounts could grow to $50,000 or more, president says. Advisors weigh in Housing affordability isn't just hurting buyers: More homeowners are falling behind In an affordability crunch, Gen Z adults lean on their parents for financial help Penalty-free withdrawals from 401(k)s can now pay for long-term care insurance Tax changes Social Security benefi...

The Dow Jones index was off its lows in the stock market today after U.S.-Iran attacks. Tesla fell but oil and defense stocks rose.

MSFT‑linked Contingent Buffer Notes — Bank of Montreal (BERZ) US$1.326M Stock Titan

格隆汇3月3日｜伊朗革命卫队指挥官顾问：霍尔木兹海峡已关闭，我们将打击任何试图通过的船只。

Palantir Rises on Mideast Conflict. Why It’s Moving Like a Defense Stock. Barron's

伊朗伊斯兰革命卫队指挥官顾问：霍尔木兹海峡已关闭，任何试图通过的船只都将成为攻击目标。（新浪财经）

Pershing Square Holdings’ weak start to 2026 could make it harder for Bill Ackman to secure a rich valuation as he prepares a potential IPO of Pershing Square Capital Management.

Israel has closed all crossings into Gaza, threatening to plunge 2 million people into a new hunger crisis US-Israel war on Iran – live updates Israel closed all crossings into Gaza indefinitely when it attacked Iran, imposing a siege that has already pushed up food prices and threatens to plunge 2 million people into a new hunger crisis. After more than two years of war, and with Israeli forces in control of about 60% of the territory, almost all Gaza’s food must be brought in. Continue reading...

美國同以色列繼續攻擊伊朗，伊朗紅新月會指當地逾550名人死亡，美軍累計4人陣亡、以軍逾10人死亡。據報伊朗已故最高領袖哈梅內伊夫人亦傷重不治。 美國總統特朗普預計美軍行動可能持續五星期，若有必要可能派出地面部隊；伊朗就稱不惜代價捍衛國家。國際原子能機構表明，未發現伊朗核武製造計劃。 伊朗首都德黑蘭在周一再遭空襲，烽煙四起，遠處傳出巨響。央視總台記者表示，距離他報道地點約三公里，可能是伊朗國防部的所在地，目測有巨大爆炸。 央視總台記者李健南稱︰「德黑蘭的東部，包括市中心，市中心的至少五個地方，以及德黑蘭的西部和德黑蘭的北部地區，幾乎是在同一時間遭到了襲擊，並發生了巨大的爆炸。」 這間在德黑蘭北部的醫院，以及附近住宅大樓、電視台發射塔被炮彈擊中，到處都是瓦礫碎片。醫院院長稱一早已將病人轉移到其他地方，他們目前安全。另有一名醫護人員被衝擊波引致腦出血，接受手術後情況良好。 伊朗最高領袖哈梅內伊日前在美國及以色列軍事打擊中遇害。據報其78歲太太霍賈斯泰上周六在哈梅內伊辦公室中遇襲，之後陷入昏迷，延至周一傷重不治。伊朗最高國家安全委員會秘書拉里賈尼在網上帖文，稱德黑蘭將會不惜代價，堅決捍衛國家領土及六千年文明，要敵人感到後悔。 中東緊張局勢持續擴大，以色列軍方同日空襲黎巴嫩首都貝魯特。在伊朗大使館舊址附近有建築物受破壞，以軍指目標是真主黨高級官員；而支持伊朗的真主黨，日前曾向以色列北部發動飛彈及無人機攻擊。 以色列總理內塔尼亞胡在耶路撒冷西部城鎮貝特謝梅什視察近日被伊朗襲擊的地點，據報有多人死亡。內塔尼亞胡批評伊朗以平民為目標，若果恐怖政權擁有核武及彈道導彈，將威脅全人類。 美國總統特朗普在白宮出席頒授勳章儀式，稱美軍目標很明確，目前已擊沉伊朗至少十艘艦艇，並摧毀德黑蘭的導彈能力，阻止對方獲得核武。 美國總統特朗普說︰「這是我們最後及最佳機會，我們要消除不可容忍的威脅、來自(伊朗)這個病態邪惡政權。我們正摧毀伊朗的導彈能力，大家每小時都看到這個過程。我們要確保全球頭號恐怖主義支持者永遠不可能獲取核武、永遠不會擁有核武。」 特朗普又預計美軍行動將持續四至五星期，亦有可能持續更久。他較早前接受《紐約郵報》，以及美國有線新聞網絡訪問，提到美軍仍未猛烈攻擊伊朗，「巨浪」很快就會來。他又稱若有必要的話，不排除派遣地面部隊到伊朗。他稱哈梅內伊被擊殺後，美方不知道誰會成為接班人。 對於特朗...