当地时间3月3日，伊朗伊斯兰革命卫队公共关系部发布公告称，已经针对地区的美军目标展开“真实承诺-4”行动的第15轮攻击。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇3月3日｜交易员预计今年欧洲央行加息的概率为50%。

格隆汇3月3日｜广聚能源(000096.SZ)发布异动公告，近期中东地缘政治冲突升级，对国际原油市场产生重大影响，引发国际油价短期内出现波动。敬请广大投资者注意投资风险。

财联社3月3日讯（编辑 冯轶） 据Wind数据显示，南向资金今日成交约1790亿港元，较前一日继续放量243亿；约占今日恒指成交总额的48.31%，短线交投占比连续飙升。 今日港股加速向下调整，南向资金则继续逆势流入约60.81亿港元。其中，沪港股通净流入约27.55亿港元，而深港股通净入约33.26亿港元。 而趋势上，南向资金近3个交易日连续大举流入，期间累计加仓372.92亿港元。 盈富基金(02800.HK)、南方恒生科技(03033.HK)两只ETF今日也再度获得明显加仓，分别获净买入23.43亿港元、14.13亿港元。 个股方面，交易所数据显示，今日南向资金 大幅净买入：腾讯控股(0700.HK)25.59亿港元；小米集团-W(01810.HK)7.81亿港元；中石化油服(01033.HK)6.99亿港元；大众公用(01635.HK)3.10亿港元。 大幅净流出：阿里巴巴-W(09988.HK)12.09亿港元；中远海能(01138.HK)3.84亿港元；长飞光纤光缆(06869.HK)2.93亿港元；中芯国际(00981.HK)1.70亿港元。 投资要点 腾讯控股今日跌0.68%，资金前5日加仓33万股，短线继续流入。 小米集团-W今日跌4.71%，资金前5日加仓2789万股，短线延续流入趋势。 中石化油服今日涨13.43%，资金前5日减持2437万股，短线出现回流信号。 大众公用今日涨61.81%，资金前5日加仓29万股，短线趋势不明。 阿里巴巴-W今日跌1.17%，资金前5日减持246万股，短线连续流出。 中远海能今日涨1.95%，资金前5日减持2975万股，短线连续流出。 长飞光纤光缆今日跌6.63%，资金前5日减持252万股，短线加速流出。 中芯国际今日跌3.17%，资金前5日加仓124万股，短线以流入为主。 注：由于港交所T+2结算，实际持仓为截至两个交易日前的近5个交易日数据

Vontobel的Jean-Philippe Bertschy称，鉴于奢侈品行业近期的增长很大一部分来自中东地区，该地区的持久冲突可能会威胁到该行业今年的潜在反弹。他补充说，持久的冲突也会对全球的消费者人气构成压力，导致消费者购买奢侈品的意愿降低。该分析师表示，尽管规模仍然相对较小，约占奢侈品集团销售额的5%至10%，但中东是该行业一个至关重要的增长引擎。Bertschy说，该市场对硬奢侈品类别尤其重要，该类别包括手表和珠宝等商品。他表示，“最终的影响将取决于冲突的持续时间。“并补充说，“‘感觉良好’因素的回归需要时间，而这对非必需的奢侈品消费起着决定性作用。” 责任编辑：何云

加拿大皇家银行（RBC）的资本市场大宗商品策略全球主管Helima Croft表示，一旦霍尔木兹海峡的停滞状态持续数周而非数日，全球能源市场将面临更为严峻的冲击

格隆汇3月3日｜据韩联社，韩国总统李显龙与菲律宾总统马科斯举行峰会，商讨发展经济合作。

格隆汇3月3日｜美债随其他债券市场走低，由于担忧伊朗战争升级可能带来的通胀冲击，交易员纷纷撤销对降息的押注。美国10年期国债收益率上升6个基点至4.09%。这一走势在欧洲开盘时加速，英国、法国和意大利的同期限国债收益率均上涨超过10个基点。冲突对能源供应的影响导致油气价格大幅上涨，是投资者担忧的核心所在。交易员进一步削减了对美联储货币宽松政策的押注，目前预计今年仅降息43个基点，而上周五约为60个基点。其他市场也出现了剧烈的重新定价：市场已完全排除了英国央行今年第二次降息的可能性，而对欧洲央行的预期已转向加息。美债的波动幅度较其他债券市场相对较小，这反映出市场认为美国国内的能源生产可以缓冲全球供应冲击对经济的影响。尽管如此，考虑到美债刚刚创下一年来最佳单月表现，这一转变依然十分突如其来。由于对通胀的担忧，美债目前的避险吸引力被认为较为有限。

《科创板日报》3月3日讯（编辑 宋子乔） AI把美国电网逼到了墙角，不得不开始大修“电力高速公路”。 据The Information报道， 过去数月内，美国三大区域电网运营商（得克萨斯州、中大西洋地区和中西部电网管理部门）相继获批了总计750亿美元的输电扩容项目，核心是建设一批765千伏超高压线路 ——这是美国当前 最高运行电压等级 ，输电能力可达传统线路的六倍；该电力高速公路的总里程将扩展到10000英里，相当于现有里程（约2000英里）的四倍，具体来看—— 中大西洋地区：电网运营商PJM互联公司2月批准了一项耗资118亿美元的高压线路建设计划，将穿越宾夕法尼亚、西弗吉尼亚、弗吉尼亚和马里兰州，其中大量采用765千伏规格线路。 得克萨斯州：电网运营商得州电力可靠性委员会（ERCOT）批准了两项合计330亿美元的投资方案，分别覆盖该州东部和西部。 中西部地区：西南电力库（SPP）与中大陆独立系统运营商（MISO）各自推进的扩建项目总额亦超过300亿美元，线路将从俄克拉荷马州延伸至新墨西哥州，从南达科他州通达五大湖地区。 若该上述电网扩建项目成功完工，将建成美国史上规模最大、输电能力最强的电力线路 。 另外，得克萨斯州还在酝酿第三张超高压电网方案——“狭长地带计划”（Panhandle Plan）。美国电力公司（AEP）已正式向ERCOT提交该方案，拟投资约100亿美元，在得州北部打造一个专为吉瓦级数据中心服务的“AI电力走廊”。该方案若满负荷运行，理论上可支撑高达24吉瓦的数据中心负荷。 美国正处于巨大的电力焦虑中。国际能源署统计，2024年美国数据中心用电量，占了全球总份额的45%，是中国的近两倍。 与此同时，数据中心的耗电还在疯狂飙升，彭博新能源财经预测，到2035年，美国数据中心用电量占全国总用电的比例，将从2024年的3.5%涨到8.6%，增速比任何行业都快，未来5年甚至会超过新能源汽车的用电增长。 在2月24日发表的国情咨文中，美国总统特朗普表示，他将要求科技公司自行解决高能耗数据中心用电问题，避免影响普通民众用电价格。据央视财经援引美国媒体报道，一位白宫官员证实，亚马逊、谷歌、Meta、微软等科技巨头高管将在3月4日参加与特朗普的会议并签署承诺文件，这些企业将通过购买或自建发电设施等方式，满足新建AI数据中心的用电需求，确保普通美国人的用电价格不会随着...

格隆汇3月3日｜纽元兑美元NZD/USD日内跌幅达1%，现报0.5881。

mbbirdy/E+ via Getty Images Stock index futures were sharply lower before the opening bell as tech weakness weighed heavily on markets, with chip stocks taking a significant hit following a plunge in South Korea’s KOSPI index. Nasdaq 100 futures ( US100:IND ) fell -2.34%, leading the declines. S&P 500 futures ( SPX ) dropped -1.82%, and Dow Jones Industrial Average futures ( INDU ) declined -1.74%. In Korean trading, Samsung ( SSNLF ) plunged nearly -10% and SK Hynix (XHSC.F) sank -11.5%. The chip stocks are KOSPI's biggest components and have led the index on a breakneck rally up more than 50% year to date before today's plunge. The tech sector looked weak after MongoDB ( MDB ) shares crashed in premarket trade following the enterprise software company’s mixed guidance compared to Wall Street’s forecast. Traders also continued to monitor developments in the Middle East amid the ongoing U.S.-Israel-Iran conflict. Treasury yields moved higher across the board. The 10-year Treasury yield ( US10Y ) rose 6.8 basis points to 4.11%, while the 2-year Treasury yield ( US2Y ) increased 8.5 basis points to 3.57%. The 30-year Treasury yield ( US30Y ) edged up 6.1 basis points to 4.74%. Top S&P 500 gainers in premarket trading included Expand Energy ( EXE ) +3.47%, Devon Energy ( DVN ) +3.16%, and ConocoPhillips ( COP ) +3.11%. Decliners included Freeport-McMoRan ( FCX ) -8.00%, Corning ( GLW ) -7.32%, and Qnity Electronics ( Q ) -7.05%. More on markets Rethinking Long-Term Investing Donald Trump's War On Iran May Have Just Saved America's Oil Industry Dow Jones And U.S. Stocks Outlook: War Begins, Wall Street Unfazed (For Now!) After the Supreme Court's tariff ruling, here's what could be next for stocks

The war in the Middle East has plunged financial markets into turmoil for a second day, with oil and gas prices surging, global stock markets slumping and chances of a UK interest rate cut later this month plummeting. The London stock market has fallen deep into the red, a gloomy backdrop for the chancellor’s spring forecast at 12.30pm GMT. The FTSE 100 index lost about 280 points on Tuesday morning to 10,501 in a 2.6% drop, leaving it on track for its worst day in 11 months – since Donald Trump’s “liberation day” tariff shock of April 2025. Almost all stocks have fallen. In Asia, stock markets also tumbled, with Japan’s Nikkei down 3.1% and South Korea’s Kospi plunging 7.2%. Brent crude, the global oil benchmark, jumped a further 5.5% to $82.02 a barrel on Tuesday. The month-ahead UK gas price has jumped by 30%, to 148p a therm, adding to Monday’s 44% surge to reach almost double its levels last week and a three-year high. Soaring global energy prices will jeopardise Rachel Reeves’s plan to conquer inflation and revive sluggish UK economic growth, economists have warned. The pound has hit its lowest level against the US dollar in almost three months. Sterling is down 0.8% against the dollar, or about one cent, to $1.33 on Tuesday morning. Bitcoin fell 2.5%, while gold – which surged on Monday amid a rush into safe haven investments – dropped by 1.1% to $5,266 an ounce. UK government borrowing costs also rose on Tuesday morning. The interest rate, or yield, on two-year bonds has surged by 13.5 basis points (bps), while the 10-year yield jumped by 11bps and 30-year yields are up 9bps. The City anticipates that an interest rate cut is much less likely, given fears of an inflation spike. As the conflict, sparked by US-Israeli airstrikes on Iran since Saturday, has expanded across the region, with Israel launching fresh attacks on Tehran and Beirut on Tuesday, money markets now see just a 29% chance that the Bank of England lowers interest rates at its next meeting, on ...

兆易创新（603986）公告，公司拟作为有限合伙人以自有资金出资人民币4亿元认购上海石溪兆易智芯创业投资合伙企业(有限合伙)(拟定名，以实际注册登记为准)约25.87%的基金份额。基金认缴出资额为人民币15.46亿元，公司拟以自有资金认缴出资人民币4亿元，约占基金认缴出资总额的25.87%。

格隆汇3月3日｜欧元区通胀率意外加速回升，这为欧洲央行在利率问题上的谨慎立场提供了支持，尤其是在伊朗战争导致能源价格飙升的背景下。欧盟统计局周二公布的数据显示，2月份消费者价格同比上涨1.9%，高于1月份的1.7%，略低于欧洲央行2%的目标，备受关注的服务业通胀指标则升至3.4%。目前，欧洲央行决策者对将借款成本维持在2%的水平感到满意，他们相信通胀将回归目标，且该地区由21国组成的经济体能够维持温和增长。但中东冲突增加了风险，此前的风险因素还包括美国关税、欧元走强。投资者已经开始进行尝试性押注：交易员目前认为欧洲央行今年加息25个基点的可能性为25%。欧洲央行将在不到三周后的下一次货币政策会议上更新其季度预测。在12月份的预测中，该行预计第一季度通胀率为1.9%。

(RTTNews) - Marquette National Corp. (MNAT.OB) released earnings for full year that Dropped, from last year The company's bottom line totaled $13.18 million, or $3.01 per share. This compares with $17.13 million, or $3.91 per share, last year. The company's revenue for the period rose 16.7% to $52.56 million from $45.03 million last year. Marquette National Corp. earnings at a glance (GAAP) : -Earnings: $13.18 Mln. vs. $17.13 Mln. last year. -EPS: $3.01 vs. $3.91 last year. -Revenue: $52.56 Mln vs. $45.03 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

XPeng Chairman He Xiaopeng speaks at a press conference on March 2 in Guangzhou. Photo: XPeng XPeng Inc. has secured a permit to conduct public road tests for its next-generation robotaxi in Guangzhou, marking a fresh push by the Chinese electric-vehicle maker into Level 4 autonomous driving as competition intensifies in the global race toward driverless cars. The company disclosed the progress Monday, with Chairman and CEO He Xiaopeng predicting that “full autonomous driving” could become a reality within one to three years.

BlackJack3D Three more U.S. cabinet-level agencies, ​the departments of State, Treasury, and Health and Human Services, are going to stop the use of Anthropic's AI products, joining the Pentagon in switching to rivals like OpenAI ( OPENAI ) under a new White House order, Reuters reported. Treasury Secretary Scott Bessent said in a post on X that his department was terminating all use of Anthropic products. "At the direction of @POTUS, the @USTreasury is terminating all use of Anthropic products, including the use of its Claude platform, within our department," said Bessent. "The American people deserve confidence that every tool in government serves the public interest, and under President Trump no private company will ever dictate the terms of our national security." Separately, the Department of Health and Human Services, or HHS, notified its staff, in a message seen by the news outlet, requesting them to use other AI platforms instead, such ​as OpenAI's ChatGPT and Alphabet's ( GOOG ) ( GOOGL ) unit Google's Gemini, the report added . The HHS, Department of State, Department of the Treasury, Anthropic, OpenAI, and Google did not immediately respond to a request for comment from Seeking Alpha. The U.S. State Department said it was switching the model powering its in-house chatbot, StateChat, to OpenAI from Anthropic, the report noted, citing a memo. "For now, StateChat will use GPT4.1 from OpenAI," it said, adding that ​further information would come later. "In line with the president’s direction to cancel Anthropic contracts, we are taking immediate steps to implement the ​directive and bring our programs into full compliance," said State Department spokesperson Tommy Pigott to the news agency Reuters. On Monday, William Pulte, director of the ‌Federal ⁠Housing Finance Agency, said in a post on X that the "U.S. Federal Housing, Fannie Mae and Freddie Mac are terminating all use of Anthropic products, including the use of its Claude platform." On Friday, President...

格隆汇3月3日｜伦敦证交所数据显示，亚洲近月柴油-航空燃油价差升至创纪录高位，每桶升水达5.7美元。

格隆汇3月3日｜珠海冠宇(688772.SH)公告称，公司财务部初步测算，预计2026年1-2月实现营业收入22.06亿元至23.47亿元，同比增长45%至54%。主要系公司市场拓展取得显著成效，客户份额得到有效提升。

Key Points Standard Chartered thinks that Ethereum could fall another 30% before it rebounds. Analysts are bullish long-term, predicting that stablecoin adoption could drive growth. Regulatory progress could help reverse crypto's tumble. 10 stocks we like better than Ethereum › Ethereum (CRYPTO: ETH) is under pressure. It has fallen by more than 30% year to date -- the worst start to a year since it launched in 2015. There's increasing talk of a crypto winter, and unfortunately, it looks like things could get worse before they get better. Yet there are good reasons to think matter will improve. A recent note from Standard Chartered (LSE: STAN) says that Ethereum could fall to as low as $1,400 before rebounding. Ethereum now trade for about $2,000, suggesting it could fall by another 30%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The investment bank sees further near-term losses for major cryptocurrencies, citing sinking values of cryptocurrency exchange-traded funds (ETFs) holdings, meaning that many holders are underwater. Prices are unlikely to recover until the Federal Reserve lowers interest rates further, which doesn't look likely until at least June. Standard Chartered's $4,000 Ethereum prediction For all the price pessimism and low trading volumes, last year's progress in both legislation and adoption put Ethereum in a better position than it's ever been. Last year, the value of the stablecoin market increased from about $200 billion to $300 billion, as these tokenized versions of traditional currencies and other assets gained traction. About half of all stablecoins use the Ethereum blockchain. As more transactions move on-chain, Ethereum is likely to see more usage and more funds on its ecosystem. That plays a big part in Standard Chartered's long-term optimism about the lead program...

For Immediate Release Chicago, IL – March 3, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Apple Inc. AAPL, TotalEnergies SE TTE, Boston Scientific Corp. BSX and Good Times Restaurants Inc. GTIM. Here are highlights from Monday’s Analyst Blog: Top Analyst Reports for Apple, TotalEnergies and Boston Scientific

Head coach Steve Borthwick is set to make sweeping changes to his backline as he attempts to revive England's Six Nations campaign in Italy on Saturday. Two injuries and one change of role could mean not one position in the backline is filled by the same player as it was in England's previous game against Ireland. Northampton's Fin Smith is in line to start at fly-half in place of George Ford while Gloucester's Seb Atkinson is poised to be England's inside centre in Rome. With outside centre Ollie Lawrence ruled out with a knee problem, Tommy Freeman is likely to move in from the wing and resume his midfield role. That means Tom Roebuck is set to return to the starting line-up to fill in for Freeman, with Cadan Murley tipped for a start on the other wing in place of Henry Arundell. George Furbank was expected to come in at full-back, but instead Marcus Smith and Elliot Daly are thought to be in the running to supplant Freddie Steward. The Leicester full-back was replaced at the end of the first half as England fell behind en route to an eventual 42-21 defeat by Ireland. With Alex Mitchell injured, Ben Spencer is understood to be the starting scrum-half. England centurion Danny Care says utility back Daly's experience could be vital in a high-pressure game. "He's got a big left boot," Care told Rugby Union Weekly of Daly, who has won 74 caps for England and toured three times with the British and Irish Lions. "He's got a great aerial game as well. He's absolutely been there and done it before in the biggest of Test matches."

格隆汇3月3日｜兆易创新(603986.SH)公告称，公司拟作为有限合伙人以自有资金出资4亿元认购上海石溪兆易智芯创业投资合伙企业（有限合伙）基金份额，约占基金认缴出资总额的25.87%。该基金投资范围包括集成电路领域等。

3月3日，全国两会召开前夕，全国人大代表、上海国有资本投资有限公司党委书记、董事长袁国华向证券时报记者表示，今年他将带来加快构建统一科学数据库，赋能AI4S创新发展的建议。在他看来，科学智能(AI4S)作为人工智能（885728）驱动科学研究的新范式，是解决高维科学难题的关键，然而，当前高质量、标准化、可及性强的科学数据稀缺，已成为制约AI4S规模化落地的关键瓶颈。为此，袁国华从实施科学数据库工程、建立科学数据治理与流通标准以及探索科学数据价值多元激励与市场机制方面提出意见建议，以期更好赋能AI4S创新发展。(人民财讯)

文章提及标的 中国移动 -- 天邑股份 -- 天邑股份（300504）公告，近日，中国移动（600941）采购与招标网发布了《中国移动（600941）2026年智能家庭网关产品紧急集中采购项目_中选候选人公示》，公司为上述项目的中选候选人之一。标包1：第六候选人，拟中标份额10.82%；标包2：第五候选人，拟中标份额14.64%；标包3：第七候选人，拟中标份额8.96%；标包4：第五候选人，拟中标份额11.54%。

格隆汇3月3日｜由于中东地区冲突不断升级，威胁到用于化肥和镍加工的化学品供应，亚洲干硫磺贸易商正加紧寻找替代货源，以替换滞留在中东的供应。据三位贸易商透露，载有硫磺的船只仍被困在波斯湾。贸易商们正寻求替代供应以满足需求，但他们表示，加拿大等其他地区的供应量有限。这些贸易商补充称，他们一直接到来自印度尼西亚客户的急促电话，询问已在关键水道排队等候的货物情况以及未来的供应计划。这一通常被忽视的行业所面临的压力，凸显了商品市场各个角落正产生的供应冲击。全球约一半的海运硫磺贸易（每年约2,000万吨）源自海湾地区，且必须经过霍尔木兹海峡才能到达全球市场。沙特阿拉伯、阿联酋、卡塔尔、科威特和伊朗是主要的出口国。

Berenberg的Andrew Wishart在一份报告中称，中东局势发展带来的通胀走高风险可能会促使英国央行推迟3月份的降息。食品和大宗商品价格回落原本有望到4月份将整体通胀率降至2%。Wishart称，现在英国央行可能不得不等待服务价格通胀充分减速，以抵消能源价格带来的上行压力，然后才能再次降息。此外，他说，由于英国是能源净进口国，能源价格的持续上涨将扩大贸易逆差，并减少对英镑的需求。“英国央行会希望避免给该国货币带来任何会加剧通胀的额外下行压力。” 责任编辑：何云

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