财联社3月3日讯（编辑 牛占林） 美东时间周一，在美国与以色列对伊朗发动空袭后，美国股市经历剧烈波动，最终基本收平。早盘受地缘冲突冲击，股指一度大幅低开，但随后多次出现抄底买盘，推动市场回升。 美以两国周末对伊朗实施协调打击，伊朗最高领袖在行动中身亡，全球市场因此震荡。油价大幅上涨，多数国家股指收低。 不过，美国投资者在早盘抛售后逢低买入，显示市场普遍预期冲突带来的扰动可能相对有限。 美国总统特朗普当天首次阐述了美国的战争目标，并表示打击行动将持续四到五周。他表示，美以目标非常明确，此次行动旨在摧毁伊朗的导弹能力、削弱其海军力量、阻止其获取核武器，并“确保伊朗政权无法继续在境外武装、资助和指挥代理军队”。 Smead Capital Management创始人兼董事长Bill Smead表示：“市场参与者认为这一切只是暂时性的，石油领域的问题最终会消退。” 冲突最初推动国防类股票和能源价格上涨，同时打压旅游板块和对利率敏感的行业。随后，资金回流科技股，投资者开始评估中东冲突可能持续的时间，以及其对通胀和美联储政策路径的影响。 Smead指出，投资者正回归熟悉且表现优异的股票，如英伟达等七巨头科技股和国防板块。 摩根士丹利策略师Michael Wilson团队认为，过去中东地区的军事冲突并未导致市场长期下跌，要让这场战争对美国股市造成重大且持续的打击，油价可能需要跃升至每桶100美元以上。 该行还指出，历史上在"地缘政治风险事件"发生后，标普500指数在1个月、6个月和12个月后的平均涨幅分别为2%、6%和8%。 在欧洲和亚洲市场，受油价飙升与战争不确定性影响，股市普遍下跌，法国和德国股市跌幅均超过1%。 市场动态 截至收盘，道指跌73.14点，跌幅为0.15%，报48904.78点；纳指涨80.65点，涨幅为0.36%，报22748.86点；标普500指数涨2.74点，涨幅为0.04%，报6881.62点。 标普500指数的11个板块中，日用消费品板块收跌1.35%，可选消费板块跌1.09%，信息技术/科技板块涨0.91%，工业板块涨0.98%；能源板块涨1.95%，报871.79点，连续两个交易日创收盘历史新高。 美股行业ETF中，全球航空业ETF收跌2.64%，日常消费品ETF、可选消费ETF、医疗业ETF至多跌1.44%，半导体ETF大致收平，银行业ETF、区...

格隆汇3月3日｜美股三大指数收盘涨跌不一，道指跌0.15%，标普500指数涨0.04%，纳指涨0.36%。大型科技股多数上涨，英伟达涨约3%，微软涨超1%，苹果、特斯拉、奈飞、Meta小幅上涨；谷歌跌超1%，英特尔、亚马逊小幅下跌。美股加密货币概念股走高，Figure涨超17%，Circle涨超15%，Strategy涨超6%。

Extending a 1.1% rise during regular trading hours today, Plug Power (NASDAQ: PLUG) stock is rocketing higher during after-hours trading. The company reported fourth-quarter 2025 financial results that exceeded expectations on both the top and bottom lines, and investors are clearly pleased. As of 4:32 p.m. ET, shares of the fuel cell and hydrogen stock are up 8.9% from closing at $1.81 at the end of regular trading hours today. Image source: Getty Images. Continue reading

Tesla stock was lower early Monday, along with stock futures as investors weighed implications from the U.S. war with Iran.

April Nymex natural gas (NGJ26 ) on Monday closed up by +0.101 (+3.53%). April nat-gas prices settled sharply higher on Monday on the outlook for increased demand for US nat-gas supplies. Qatar shut its Ras Laffan plant, the world's largest natural gas export facility, after it was targeted by an...

Record 2025 results and CEO pay structure in Broadcom (NASDAQ: AVGO) proxy Stock Titan

Biohaven press release ( BHVN ): Q4 Non-GAAP EPS of -$0.90 beats by $0.06 . Cash, cash equivalents, marketable securities, and restricted cash as of December 31, 2025, totaled approximately $322.0 million. More on Biohaven Biohaven Ltd. (BHVN) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Cautiously Bullish After Biohaven's Cash Runway And Dilution Risk Rise ClearBridge Small-Cap Growth trims Duolingo, Biohaven, QLYS; Adds PTGX, SSD, BETA, DYN in Q4 Biohaven to sell 12.5M shares to Janus Henderson for $125M gross proceeds Seeking Alpha’s Quant Rating on Biohaven

Deekens/iStock via Getty Images Thesis With the conflict in the Middle East exploding this weekend, oil prices are up for both Brent and WTI. More important than the short-term fluctuations are the long-term ramifications and the potential for a protracted conflict in the region. In today's article we are going to explore an elegant way to take advantage of a long conflict and an unstable situation in the Middle East. The Middle East is Boiling Again Over the weekend, the world woke up to see yet another significant conflict flare in the Middle East, with the U.S. and Israel initiating strikes on Iran. Unlike prior localized strikes, today's actions have sucked in all neighboring countries: Days after the US and Israel first launched strikes against Iran, the conflict is widening by the hour, drawing in other countries across the region, sparking fears for the global economy and leaving thousands of travelers stranded. This simply means the actions today will not end in a few days but have longer time frames with lasting effects. More importantly, the conflict is affecting oil output across the region: Iran’s paralyzation of tanker traffic through a key waterway and drone attacks on critical energy facilities in Saudi Arabia and Qatari have brought the Mideast conflict to the energy industry, raising the risk of disruption to energy supplies and the global economy. While nobody knows how long the conflict will be or how severe, it is clear that oil prices are going up in the short term, and more importantly, regional oil infrastructure might be affected for longer periods of time. Simply put, oil and gas producers in safe jurisdictions like the U.S. are set to gain tremendously from today's dislocations, while regional ones are marred by outages in production and export activity. While all oil and gas producers are set to benefit from higher prices, if one cannot export or produce in the contemplated period of time, then those profits might not necessarily come to f...

周一美国国债价格大幅收跌，受到原油价格飙升6.3%以及2月ISM制造业支付价格指数升至多年高位的拖累。市场也抹去了2月27日的涨幅，当时投资者对美国将于次日对伊朗采取军事行动的预期以及月末指数再平衡推动国债上涨。短期利率期货方面，SOFR期货的成交量高于平均水平，市场体现的美联储政策宽松力度下降。 美国尾盘交易中，收益率全线上升8至11个基点，曲线中部债券领跌，5s30s收益率差收窄近3个基点。 10年期国债收益率约为4.04%，盘中高点在4.065%。 WTI原油期货在结算后继续上涨，较周五收盘价上涨超过8%；美国通胀保值债券所隐含的通胀预期攀升，其中2年期部分隐含的通胀预期上升约7个基点。 各期限SOFR期货成交量均高于平均水平，交易员重新定价以体现今年更小的美联储宽松幅度。 美联储会期对应的OIS合约体现出年底前降息幅度在50个基点左右，上周五收盘时为60个基点；合约充分消化一次25基点降息的时间也从7月推迟到9月。 美东时间下午3：49 2年期国债收益率报3.4793%， 5年期国债收益率报3.6155%， 10年期国债收益率报4.0441%， 30年期国债收益率报4.6952%， 5年和30年期国债收益率差报107.79个基点， 2年和10年期国债收益率差报56.28个基点。 责任编辑：李桐

汽油和柴油期货在美国和以色列对伊朗发动袭击后的首个交易日大幅上涨，这有可能抹杀特朗普能源议程中最大的亮点之一。 周一，随着载有原油和燃料的油轮几乎停止通行霍尔木兹海峡，汽油期货一度上涨9%。美国汽车协会的数据显示，周日美国汽油零售均价升至每加仑3美元，为三个月来最高水平。 特朗普在谈到美国能源主导地位时，经常宣扬汽油价格的下跌。他上周声称多数州油价已低于每加仑2.30美元，尽管全国平均油价为每加仑2.98美元。虽然目前尚不清楚当前价格走势会持续多久，但鉴于今年晚些时候的中期选举临近，油价上涨可能会对特朗普及共和党构成重大阻碍。 GasBuddy石油分析主管Patrick De Haan在接受采访时表示，“美国人对自己应支付多少汽油价格有着非常坚定的看法。这确实可能成为一种政治负担。” 全球原油期货周一录得四年来最大涨幅，盘中一度上涨14%。原油价格约占车主在加油站支付油费的一半，因此当油价迅速上涨时，汽油价格通常也会随之攀升。 这就是所谓的“火箭与羽毛效应”，麻省理工学院能源经济学教授Christopher Knittel表示，“当价格上涨时，往往涨得很快。” 一位知情人士表示，美国东海岸一家连锁加油站在周末将油价每加仑上调了15美分。该知情人士要求匿名。 柴油价格也跃升，期货价格上涨高达17%，零售价格突破3.75美元，达到三个多月以来的最高水平。 近几个月来，共和党已因电费上涨而处于守势。然而，汽油价格作为通胀最直观的体现之一，在政治层面尤为敏感。价格一旦上涨，选民通常会将责任归咎于白宫。 白宫新闻秘书莱维特表示，特朗普政府的政策已推动美国石油产量创下纪录，并带动委内瑞拉产量上升。莱维特在一封电子邮件中称：“能源部和财政部将继续密切关注油市动态，并尽一切可能保持价格稳定。” 责任编辑：李桐

Dow Jones Futures: The start of the U.S.-Iran conflict sparked stock market upheaval Monday. Nvidia stock was a big mover. Credo and MongoDB plunged on earnings late.

The AirPods 4 are the best entry-level AirPods yet. | Photo by Chris Welch / The Verge It’s a good day for Apple fans on a budget. Not only did the company introduce a new budget phone , its entry-level AirPods 4 are also on sale. Right now, you can snag a pair of Apple’s AirPods 4 starting at just $89 ($30 off) at Walmart . The model with active noise-cancellation are also down to their second best price to date, going for $119 ($60 off) at Amazon and Walmart . AirPods 4 Where to Buy: $129 $89 at Walmart $179 $119 at Amazon (with ANC) $179 $119 at Walmart (with ANC) The AirPods 4 are the best and most comfortable entry-level earbuds from Apple yet. They deliver fuller bass along with clearer, more detailed sound than previous models, and even now match the AirPods Pro in terms of voice call quality. They also boast an upgraded IP54 rating for water and dust resistance, meaning they can withstand light rain and sweaty workouts. As with other Apple headphones, they also play nicely with Apple devices, offering conveniences like automatic switching, access to hands-free Siri, and Apple TV support. If you’re willing to spend $30 extra, the ANC model offers all the same features while also doing a surprisingly good job of tuning out the world. They can’t rival the AirPods Pro , but they still dramatically cut down on ambient and low-frequency noise on planes and in offices, particularly with music playing. The ANC earbuds also offer a transparency mode that sounds natural, along with support for tracking via Apple’s Find My App, a wireless charging case, and live translation through an iOS 26 update .

Ford (NYSE:F), which develops, delivers, and services Ford and Lincoln vehicles worldwide, closed Monday at $13.39, down 4.97%. Shares moved lower after a newly announced multi-million-vehicle U.S. recall related to towing and trailer safety functionality, and investors are watch

(RTTNews) - Life360, Inc. (360.AX) revealed a profit for its fourth quarter that Increased, from last year

Source: Bloomberg, 5:11

Escalating conflict in Iran could drive record flows into energy ETFs. Investors started positioning before the full onset of hostilities; the State Street Energy Select Sector SPDR ETF (ticker: XLE) recorded its two largest monthly inflows on record in January and February. On "Bloomberg ETF IQ", Anna Paglia, executive vice president and chief business officer at State Street Investment Management, joins Katie Greifeld and Eric Balchunas. (Source: Bloomberg)

Evercore ISI Maintains Outperform on Apple Inc. (AAPL) March 02, 2026 Meyka

D-Keine/E+ via Getty Images Last week, I wrote a piece titled "Tech Bulls Keep Calling The Bottom As Energy And Industrials Steal The Rally". Last week, I was watching on CNBC Dan Ives calling (again) the bottom in software. Anecdotally, I still remember Tom Lee on CNBC calling the bottom in crypto a few weeks back, as well as this other one stating that "any incremental news that we're getting about more disruptions is like getting to a point where how much is priced in already." By now, I think you understand the rationale behind my last week's title. This week started on Saturday at 1:15 a.m. ET, with Israel and the US starting operation Epic Fury in Iran. I already discussed my thoughts on this piece and the reasons why I'm not shorting the rip in oil and LNG prices. Back to the tech sector, lately, I see high levels of frustration among tech bulls. Their favorite stocks (like Nvidia) are obliterating expectations, both in terms of past results and guidance, yet the market is using the beats and the raises as an excuse to take profits and move to defensive pockets of the markets. I already discussed my downgrade of Nvidia after its Q4 earnings here , in an article titled "Nvidia Just Exposed How Weak The AI Trade Sentiment Is" After Nvidia's earnings this week, I can only confirm this trend, which may be annoying for fundamental-driven tech investors (yes, they exist; I was one of them). Their narratives, especially in the semi industry, are intact, and the growth is intact, yet the market is not willing to recognize that. Today, the technology sector was up 35 bps (noise, in my view) as the markets took a U-turn after the panic selloff in the premarket session due to the conflict in the Middle East. That said, I certainly don't think this is the inflection point for tech. The lows are not behind us. Bottom line: since I rotated (mostly) out of tech in early January, I haven't looked back. I don't think the lows in tech are behind us, and I see other pockets in ...

Wall Street's main indexes closed mixed Monday, while oil prices soared amid a report that the Strai

The massive conglomerate's shares pulled back following a notable earnings decline. But zooming out reveals a deeply resilient business built to withstand market turbulence.