相关负责人表示，这两天股价上涨，油服板块都在涨，可能跟地缘政治局势比较紧张有关。 伊朗封锁霍尔木兹海峡之后，油气相关概念股暴涨，其中山东墨龙（002490.SZ，00568.HK）成为了最大受益者之一，A股连续两天涨停，H股甚至两天内上涨3倍。 美国联合以色列跟伊朗的冲突继续，美国总统特朗普称不排除派地面部队进入伊朗。 据央视新闻，当地时间3月2日深夜，伊朗伊斯兰革命卫队司令顾问表示，霍尔木兹海峡已被关闭，伊方将打击所有试图从霍尔木兹海峡通过的船只。 截至发稿，山东墨龙A股连续两天涨停，H股在3月2日暴涨116%，3日上午一度暴涨超过70%，股价一度超过16港元，两天内涨了3倍。 3月2日上午，第一财经记者以投资者身份致电山东墨龙投资者关系部门，相关负责人表示，这两天股价上涨，油服板块都在涨，可能跟地缘政治局势比较紧张有关。 光大证券国际策略师伍礼贤向第一财经记者表示，主要还是地缘政治局势气氛的影响，两天涨3倍的情况来看，从基本面跟盈利规模来看的话，局势变化导致业绩可能大幅增长的因素并不确定，市场还是在关注紧张气氛的持续性。 山东墨龙1月29日披露的业绩快报显示，预计2025年净利润为正值且属于扭亏为盈情形，归属于上市公司股东的净利润400万元到600万元，不过扣除非经常性损益后的净利润为“-2850 万元 到-2500 万元”。 在“业绩变动原因说明”当中，山东墨龙称，报告期内，公司积极开拓销售市场，产品订单充足，产销量同比大幅增加，尤其是公司大力实施海外战略，国外市场营收同比增长约 50%。产能利用率进一步提高，产品毛利率同比大幅增长，盈利能力大幅提升；公司持续完善精益管理措施，加强成本管控，实现内部降本增效，全面提升了经营效率和市场竞争力，推动公司经营业绩增长。 此外，公司还称，非经常性损益对净利润影响的金额约 3000 万元，主要包括获得政府补助、非流动资产处置损益以及收到诉讼赔偿款等。

格隆汇3月3日丨力勤资源(02245.HK)涨3.77%，报30.8000港元，股价创历史新高，总市值479.23亿港元。

格隆汇3月3日｜花旗发表研报，基本假设未来至少一周布兰特原油价格介乎每桶80至90美元，因美国、以色列及伊朗的冲突持续，地区能源基础设施风险升温，加上霍尔木兹海峡运输及伊朗出口出现轻微中断。 该行预期伊朗领导层出现变动，或政权发生足够变化令战事于一至两周内停止，甚至可能美国在看到领导层发生变化后决定缓和局势，并在同一时期内挫败伊朗的导弹和核计划。 该行估计在局势降温的情况下，油价将回落至每桶70美元左右，但在今年下半年回调至每桶62美元前仍有一定风险溢价。伊朗内部冲突或地区冲突亦有机会使油价在更长时间内维持高位，但此情况并非该行基本假设。

格隆汇3月3日｜据界面，昔日游资、量化大户所倚仗的低延时交易 “特权”，正被监管一步步抹平。从业内获悉，券商此前向大体量资金客户提供的“独立交易单元”正面临全面整改，整改到位前，沪深两大交易所均已暂停接收券商的独立交易单元申请。有华南某券商营业部客户经理反馈，2025年底交易所便已暂停新增。一家券商IT部门相关负责人透露，“交易所的要求是整改后，一个独立交易单元不能由一个账户独占，至少要存在10个活跃账户。”

Singapore is cranking up efforts to turn itself into a regional gold hub, tapping local and international banks including JPMorgan Chase & Co. and UBS Group AG to help boost liquidity and make the most of demand from wealthy investors. The Monetary Authority of Singapore has had meetings with lenders over recent months to assess the potential of the city-state as a physical trading hub, according to people familiar with the matter. They asked not to be named as the plan is not yet public. UBS and JPMorgan are two of the world’s largest market makers for bullion. ICBC Standard Bank Plc , a clearing bank for the London gold market, is also involved, together with Singapore’s DBS Group Holdings Ltd. , United Overseas Bank Ltd. , and Oversea-Chinese Banking Corp , the people said. Gold has seen a historic bull run over the last year, smashing through records as investors look for alternatives to fiat currencies and for a safe haven in times of geopolitical and trade turmoil. Hong Kong, which has long competed with Singapore to attract liquidity and high net worth investors, is already positioning itself as a leading bullion center, supported by Beijing’s own ambitions to take a bigger role in the global financial system. DBS, UOB and OCBC confirmed they have been working with the MAS to support the growth of a Singapore gold market. DBS said it saw a larger role for Singapore “as a trusted centre for gold flows in the region.” “There is strong and growing demand across Asia where investors are increasingly viewing gold as a safe-haven asset amid geopolitical uncertainty,” said Kelvin Ng , head of group global markets at UOB. “This is reinforced by robust Southeast Asian growth and rising investment flows into gold bars, coins, and other gold‑backed products.” Singapore’s ambition to become a trading and storage hub — supported by government agencies beyond its central bank — is focused on institutional participants, including central banks and family offices, the people...

格隆汇3月3日｜富时中国A50指数期货涨超1%。

Key PointsAlphabet has seen accelerating top-line growth in a difficult macroeconomic environment.

Source: Bloomberg, 0:00

格隆汇3月3日｜创业板指拉升翻红，此前一度跌超1%。

The number of flights between Hong Kong and the Middle East disrupted by the US-Israeli strikes on Iran has risen to 54, as ongoing airspace closures force Gulf tour suspensions until at least next week. About 13,000 of roughly 32,000 flights scheduled to operate into and out of the Middle East have been cancelled since last Saturday, according to aviation analytics firm Cirium. A check by the South China Morning Post on Tuesday found that flights between Hong Kong and Dubai in the United Arab...

格隆汇3月3日｜欧洲斯托克50期货下跌0.5%，德国DAX期货下跌0.6%，英国富时期货持平。

格隆汇3月3日｜印尼5年期国债收益率上行5个基点，至2025年8月以来新高。

Picture a vault that only opens if you prove you know a specific combination. You never need to reveal the combination itself; you just need to show proof that you know it that convinces the lock, and it'll open the vault for you. That's basically how Bitcoin (CRYPTO: BTC) ownership works today, and normally, it works just fine. But there's theoretically a way to fabricate the proofs such that any given lock can be bypassed. Nobody has ever been able to implement that particular hack yet, but if someone did at some point, it'd very likely be an existential problem for the coin and send its price toward zero. That risk is so frightening that it might even be holding the coin's price down today -- which is why, if you hold it or plan to hold it, you should know that Bitcoin's developers just made some progress toward mitigating the problem. Does that mean it's worth buying today, given that one of its few life-or-death risks now looks to be solvable? Continue reading

富时中国A50指数期货涨幅扩大至1%。

(RTTNews) - Asian stock markets are trading mostly lower on Tuesday, following the mixed cues from Wall Street overnight, as traders remain concerned about the escalating conflict in the Middle East. They also used the initial sell-off as an opportunity to pick up stocks at reduc

爱茉莉太平洋宣布任命许达仁（Daniel Hui）为爱茉莉太平洋中国总裁。许达仁于2025年10月加入爱茉莉太平洋，出任中国区副总裁，负责品牌发展与数字业务两大核心业务。在此之前，许达仁曾在麦肯锡、屈臣氏（香港）、Lazada（东南亚）工作。（界面新闻）

sasha85ru/iStock via Getty Images Summary GPGI, Inc. ( GPGI ) is transforming into a cash-flow compounder after the Husky acquisition. With 70% recurring revenues and David Cote’s playbook, I see mid-double-digit growth and a $45 mid-term price target. Following the close of the recent acquisition in January 2026 , the company comprises two businesses (CompoSecure and Husky Technologies) with their own long-term growth drivers. Both businesses are highly profitable and have a high percentage of recurring revenues. Cote will use the generated cash flows (that he describes as “permanent capital”) for shareholder-friendly M&A. The same playbook has been used in his two previous roles as CEO and Executive Chairman of Honeywell and Vertiv. Both stocks eventually became multi-baggers during his leadership. Compared to its peer group and similar investment vehicles, I believe GPGI is valued at a discount and offers an attractive risk/reward profile. Numbers include Husky acquisition (Own Calculations) Business Overview The company consists of two segments: 1. CompoSecure (circa 25% of revenues) The company produces metal credit cards for financial institutions. This is a niche market that only comprises 1% of the total credit card market and where CompoSecure has a market share of 75% . The two largest customers, JPMorgan Chase ( JPM ) and American Express ( AXP ), are responsible for roughly 65% of CompoSecure’s revenue. What sounds like a major concentration risk is rooted in a partnership of more than 17 years, as financial institutions increasingly rely on metal cards as a tool for customer acquisition. 2. Husky Technologies (circa 75% of revenues) Husky Technologies provides injection molding systems for plastic packaging. The company has an installed base of 13,500 machines and generates 65% of its revenues with aftermarket parts and services. In November 2025, Husky was acquired by GPGI for $5 billion, and the acquisition was closed in January 2026. GPGI Transaction...

Earnings Call Insights: Asana (ASAN) Q4 2026 Management View Daniel Rogers, CEO, highlighted that "FY '26 was a year of progress for Asana, we exited the year with solid momentum. We evolved into a multi-product platform with the launch of AI Studio, and we advanced our AI capabilities with the introduction of AI Teammates, all of which helped us build a foundation layer of Agentic Enterprise." Rogers indicated that customer health improved, noting "Our reported NRR remained stable, and for the third consecutive quarter, our in-quarter NRR improved. Our top 10 renewals in the quarter delivered net revenue retention above 100%." He emphasized AI Studio's rapid growth and cited international market strength, with international revenue growing 11% year over year. Rogers stated a significant leadership change: "Sonalee has decided to pursue another opportunity in a non-competitive, non-adjacent space... I'm excited to announce our new CFO, Aziz Megji. Sonalee brought Aziz Megji into Asana as her first priority hire, and he currently leads our FP&A and Investor Relations functions." Sonalee Parekh, outgoing CFO, reported "Q4 revenues came in at $205.6 million, up 9% year over year," with 25,928 core customers and 817 customers spending $100,000 or more. She stated, "Our overall dollar-based net retention rate was 96%. Core customer NRR was 97%, and among customers spending $100,000 or more NRR was 96%." Parekh referenced ongoing improvements in profitability and margin expansion, mentioning "Net income was $19.9 million, or $0.08 per share on a diluted basis." Outlook Parekh provided guidance for Q1 fiscal 2027: "we expect revenues of $202.5 million to $204.5 million, representing 8.1% to 9.2% growth year over year." For the full fiscal year 2027, Asana expects "revenues to be in a range of $850 million to $858 million, representing a growth rate of 7.5% to 8.5% year over year." She added, "We expect non-GAAP operating margin of at least 9.5%. And non-GAAP net income per...

智通财经获悉，摩根士丹利发表研报，将英伟达(NVDA.US)重新列为 半导体 板块首选标的，取代了此前的首选美光科技(MU.US)。 该行分析师Joseph Moore在给客户的报告中写道：“ 存储芯片 与英伟达之间的博弈颇具看点。市场普遍认为，存储类股所反映的景气周期，比处理器类股更长久、更具持续性;我们对此并不完全认同。我们与客户交流存储芯片与英伟达业务时发现，双方当前的行业景气度均极为出色。但以当前估值来看，市场更倾向于认为存储芯片具备更高的投资价值，因其业绩上修空间更具弹性。不过，对于这两只股票到2027年的表现，市场目前都没有很强的信心。” Moore予以英伟达“增持”评级，目标价为260美元。 他进一步指出，市场对英伟达可能丢失市场份额的担忧，或将在即将召开的GTC大会上得到化解。 “我们尚无法准确预判GTC将释放哪些信息，但整体基调应与2024年相近——当时英伟达完整披露了未来四年的产品路线图，市场也清晰认识到，这场竞争不只是芯片本身，还涉及整机机架与生态系统建设，”Moore解释称，“我们预计Groq的知识产权也将在这一路线图中发挥作用。” 英伟达GTC大会定于3月16日至19日举行，黄仁勋将在3月16日发表主题演讲。 Moore还表示，未来几个月AI处理器持续紧张的供应状况有望缓解，这将对英伟达形成利好。 “需要明确的是，这一趋势目前尚未显现，但考虑到DRAM、eSSD、HDD、 光模块 、微处理器及 电力 供应等环节，都可能成为比处理器产能更严峻的瓶颈，这种缓解是完全有可能发生的。这对英伟达股价或许构成短期挑战，因为业内90%的调研都聚焦于易追踪的供应链指标(如CoWoS封装产能、交货周期等)，而非真实需求，”他补充道，“但我们坚信，这会推动英伟达市场份额再次加速提升，如同2024年GPU交货周期因空间与电力限制回落时的情景。” 尽管有观点认为英伟达的“护城河”有所削弱，但Moore并不担心。他援引近期调研称，全球两大专用 集成电路 (ASIC)最大客户、以及AMD(AMD.US)的两大潜在核心客户，2026年对英伟达产品的采购量均有望增长80%甚至更多。

3月3日，AI产品榜发布全球AI应用最新数据。榜单显示，MAU（月活用户数）排名前三的AI应用分别为ChatGPT、豆包和千问，其中，千问以2.03亿MAU成为全球第三大AI应用，并以552%的增速居全球第一。从榜单看，国内AI应用已呈现豆包、千问双雄并立的格局。（第一财经）

Mona Yacoubian, Director and Senior Adviser of the Middle East Program at the Center for Strategic and International Studies, discusses the limitations of the US administration's policy towards the conflict with Iran. (Source: Bloomberg)

油麻地唐樓道觀起火無人傷 新填地街一段一度全封 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】油麻地有唐樓樓上道觀起火，居民走到天台暫避，初步無人受傷。 起火單位火光熊熊，濃煙不斷冒出並升上半空，消防員開喉射水撲救，又派員升起升降台監察，現場是新填地街217號一個唐樓樓上道觀，下午5時許，警方接獲多人報案發生火警，亦有數名居民走到天台暫避。消防出動一條喉及一隊煙帽隊撲救，約半小時後將火救熄，起火原因有待調查，警員登記居民資料，期間介乎窩打老道與咸美頓街一段新填地街全線封閉，車輛亦不能由廣東道進入碧街。

工业和信息化部等六部门发布关于促进光伏组件综合利用的指导意见，其中提出，引导相关方规范交售废旧光伏组件。引导光伏组件生产企业、光伏电站、电站施工方等光伏组件所有方分别将生产过程中产生的废品、使用过程中出现质量问题的次品、运输和施工损坏造成的残品、光电转化效率较低或寿命到期的退役组件等交售至综合利用企业。生产企业、光伏电站、电站施工方等委托他人运输、利用、处置报废光伏组件的，应当对受托方的主体资格和技术能力进行核实，约定污染防治要求。

港股MiniMax-WP涨幅扩大至20%，最高报908港元。消息面上，MINIMAX昨晚公布业绩显示，2025财年收入7900万美元，同比增长158.9%，其中超过70%的收入来自国际市场。公司还公告，M2系列文本模型在2026年2月的平均单日token消耗量已增长至2025年12月的超过6倍，其中来自编程套餐(CodingPlan)的token消耗量增长超过10倍。

Anthropic之所以坚持拒绝与军方合作，正是因为它认识到，一旦AI被嵌入军事系统，决策的主观色彩便可能导致不可预见的道德滑坡 从表面上看，五角大楼与Anthropic之间的争端是一场关于AI模型技术细节以及军方如何使用该模型的合同纠纷，但正如特朗普的言论所表明的那样，这场争端也已经演变成一场深刻的政治斗争。图：视觉中国 当地时间2月27日，美国总统特朗普发文表示，他已指示所有美国联邦机构立即停止与Anthropic的合作，并补充说，美国国防部和其他使用该公司产品的机构将有6个月的过渡期。 “我已指示美国政府所有联邦机构立即停止使用Anthropic的所有技术。我们不需要它，我们不想要它，也不会再与他们做生意！”特朗普在其自创社交媒体平台“真相社交”（Truth Social）上发帖宣布。 帖文中，特朗普还对Anthropic发起了严厉的批评，他称这家公司是“左翼疯子”，并表示该公司试图强迫五角大楼接受其政策是错误的。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

财联社3月3日讯（编辑 胡家荣） 港股锂电股普遍下挫。截至发稿，赣锋锂业(01772.HK)跌5.43%、天齐锂业(09696.HK)跌3.53%、理士国际(00842.HK)跌2.94%。 消息面上，碳酸锂期货主力合约盘中一度跌近13%，目前跌幅有所收窄。截至发稿，跌11.44%，报153560元。 华泰期货此前分析指出，碳酸锂价格前期的阶段性上行，主要受津巴布韦锂矿供应事件发酵及下游去库存进程加快等因素推动，市场情绪一度活跃。 但该机构同时提示，突发事件对供需格局的实际影响仍待验证，且后续储能领域需求释放存在不确定性，价格高位运行基础并不稳固。 市场需求疲软引发市场担忧 需求端显著承压。2026年1月，全球新能源汽车销量增速放缓，下游电池厂商及正极材料企业库存处于高位，采购策略趋于审慎。叠加2月春节后传统消费淡季影响，磷酸铁锂排产计划环比收缩，“持币观望”情绪蔓延，短期需求支撑进一步削弱。 终端市场表现也印证需求疲态。受史上最长9天春节假期及消费节奏放缓双重影响，2月国内造车新势力交付数据分化：零跑、理想、蔚来交付量均回升至月销2万辆左右区间，小鹏汽车则出现同比明显下滑。