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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文章提及标的 珠海冠宇 -- 珠海 -- 珠海冠宇（688772）公告，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%。2026年1-2月营业收入增长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。上述数据仅为初步核算数据，未经会计师事务所审计，具体数据以公司定期报告中披露的数据为准。

peshkov/iStock via Getty Images Introduction My previous coverage of Riot Platforms Inc. ( RIOT ) stock spans two articles, one in May, 2025 just briefly after the reciprocal tariff crash, where a lot of uncertainty remained whether we will see economic harm from the latter, causing me to warrant a more risk-averse stance on high beta names such as RIOT. In July, however, when the situation was much more clear, the economy continued to perform well, and publicly traded stocks continued to report strong earnings, it was clear that betting on Riot seems more appropriate. That's why I rated the stock a Buy, from which it is since up 39%. SA Riot Platforms just reported their Q4 2025 and FY2025 earnings today, so let's see if the stock is still worth betting on. Developments For the quarter, revenue came in at $152.83M, below the $158.05M consensus, but still up about 7.2 percent versus the $142.6M posted in Q4 2024. GAAP EPS printed at negative $2.03 versus an expected minus $0.22, a sharp swing from the prior year quarter, when EPS was about $0.44. Let's take a look at their income statement for the full-year comparison. Bitcoin mining revenue and engineering revenue both climbed up significantly, reaching $576M and $65M, respectively. Cost of bitcoin mining, even without depreciation and amortization, however, grew to $339M as well. SG&A rose from $266M to $298M, which is acceptable. Change in fair value of Bitcoin and derivatives, however, dropped significantly (as a gain), dragging down operating income to -$622M, compared to $154M last year. This portrays the inherent risk of investing in RIOT, its unpredictability. RIOT IR Taking depreciation and amortization into account, the cost to mine a Bitcoin was $91k. This is actually dropping as a percentage of production value of one Bitcoin mined. In 2025, this value is 90%, down from 108% last year. Still, fully costed gross profit (= gross profit less depreciation and amortization and power credits) is negative $101M...

shapecharge/E+ via Getty Images By Gary Zhu, CFA, Deanna Leighton, CFA and Douglas Lee Among our takeaways from the conference: consumer sector concerns seem to have eased. As industry experts convened at SFVegas 2026, the world’s largest structured-finance conference, insurers showed up in large numbers, underscoring growing exposure to securitized assets and private credit in portfolios. We also attended the event and returned with a few key takeaways. The sentiment toward the US economy and consumer was less cautious than we observed at the ABS East Conference in Miami in late 2025. While there are certainly still concerns about an economic slowdown, we didn’t notice any pronounced worries about recession risks over the next 12 months. Consumer Concerns Have Ebbed, but Headline Risk Lurks Worries about softening in the consumer sector have eased somewhat, likely because the rise in delinquencies has been gradual and measured. The balance sheet remains healthy, and the K-shaped US economy supports spending growth - with the highest earners providing a disproportionate share. AI will likely disrupt labor markets, and a few investors are wary that the higher-income jobs of prime consumers seem most vulnerable. Most, however, feel that this trend won’t play out for several years. Headlines seem like the bigger risk, which has investors looking to move up in the capital structure given their views on collateral quality. Attendees seem quite positive on commercial asset-backed securities (ABS) including container and aircraft, given their view of steady economic growth. Public ABS spreads will likely stay compressed, particularly with the lack of supply from credit cards resulting from the shadow of a proposed 10% interest-rate cap. This has been offset a bit by greater capital needs among unsecured consumers, as “buy now, pay later” lenders become a larger share of the market. AI Disruption Influences CLO and CMBS Views The “AI as a disruptor” theme filtered into chat...

全國人大常委李慧琼在北京見記者，指今次兩會意義重大，因有「十五五」規劃綱要審議及通過。 李慧琼提到，感謝港澳辦主任夏寶龍在新港澳辦大樓，親自接見港區全國人大代表和政協委員。李慧琼引述夏寶龍稱，十五五時期意義非凡，香港必大有作為，強調要珍惜來之不易的大好局面。

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