格隆汇3月3日｜美国驻阿曼大使馆已解除部分地区的就地避难命令。

Cal-Maine Foods ( CALM ) announced the acquisition of the shell egg, egg products, and prepared foods assets of Creighton Brothers LLC. The deal, which will include Crystal Lake LLC, was struck for a total purchase price of approximately $128.5M. The company is funding the acquisition with available cash on hand. Creighton Brothers produces, grades, and packages high-quality conventional and specialty shell eggs for retail and foodservice markets, while Crystal Lake produces ready-to-use egg products for the foodservice and food manufacturing industries, including liquid, frozen, and hard-cooked eggs, and distributes precooked egg patties, omelets, and scrambled eggs. Both companies are headquartered in Warsaw, Indiana, where Cal-Maine Foods ( CALM ) previously had no shell egg operations. The acquired assets include commercial shell egg production and grading with a capacity of approximately 3.2 million laying hens, including 500,000 cage-free and 865,000 pullets, a feed mill, 1,007 acres of land, and an egg products and hard-cooked egg processing facility. The company said the acquisition of Creighton Brothers and Crystal Lake advances its strategy by expanding the scale and geographic reach of the shell egg platform across both specialty eggs and conventional eggs, adding meaningful growth to the portfolio. "This incremental capacity strengthens our ability to align production with demand, better positioning us to consistently meet consumer expectations for choice, reliability, and affordability. Together with the Creighton Brothers and Crystal Lake team, we will build on the strong foundation already in place—combining our operational excellence, deep customer relationships, supply chain expertise, rigorous capital deployment, and robust systems to accelerate growth and unlock new opportunities," stated CEO Sherman Miller. Looking ahead, Creighton Brothers and Crystal Lake will be fully integrated into Cal-Maine Foods' ( CALM ) existing operations, including its...

格隆汇3月3日｜美国零售巨头塔吉特（Target）预计全年调整后每股盈利为7.50至8.50美元，市场预期为7.61美元。

文章提及标的 江海股份 -- 减持计划 -- 江海股份（002484）公告，持股5%以上股东亿威投资于2026年2月10日至2026年3月2日通过大宗交易累计减持1701.05万股，减持均价28.91元/股，成交价区间28元/股至30.07元/股，占公司总股本2.02%，较预披露计划上限超16.9万股；持股比例由13.95%降至11.93%，减持计划（883921）实施完成。

灯谜出现在上元节这个特定时空里，文人的参与程度很高，对它的研究也就越来越深入，开始出现谜格，逐渐与民间谜语泾渭分明起来。 春灯，即正月十五日上元节所点之灯，是中国传统文化中极具代表性的符号之一。上元节作为一年中第一个满月之夜，象征着盛满、圆满与美满，张灯结彩成为这一节日的核心活动。《春灯史》从不同角度全面梳理了春灯的历史、文化、艺术以及相关风俗。书中还配有百余幅高清彩图，生动展现了千百年来南北各地上元灯节的绚丽场景。 经出版社授权，第一财经节选了书中部分篇章，以飨读者。 正月十五日，按道家之说，称为上元，其夜称元宵、元夕、元夜，又例须张灯，故又称灯宵、灯夕、灯夜，上元节也因此被称为灯节、春灯节，巴蜀一带则称为传柑节。《说文解字· 一部》：“元，始也，从一，从兀。”这一天是一年中第一个满月之夜，有着盛满、圆满、美满的风俗底蕴，于是张灯结彩，欢心庆赏。按时序来说，自去岁腊月以来欢天喜地的年俗活动达到了高潮，过节后落灯、收灯，新年就告一段落，童子入学，士农工商各循其业，俗所谓“元宵三日后，依旧作生涯”。 就上元节的风俗内容而言，既有淘汰，又有增加，不同时期、不同地方也不相同。然而张挂春灯，则是千余年来的传统，它已成了上元的象征。近世以来，除张灯及与之相联系的舞龙灯、马灯会、猜灯谜、走灯外，还有祀祖先、吃灯圆、走百病、过三桥、登城墙、焚香缕、结羊肠、摸门钉、祀门户、迎紫姑、赛百神、跳百索、摸瞎鱼、爆孛娄、太平鼓、接灶神、拍油茧、照田蚕、照蛇虫、照虚耗、点散灯等节俗活动，既丰富又频仍，加之以满天烟火爆竹，或花或响，灿烂满天，更有街衢间、广场上的高跷、竹马、羯鼓、渔家傲、台阁、秧歌、吹腔、花鼓、狮保、彩亭、莲船、杂技诸般玩艺，烘托了这三五良宵的喜庆和欢乐，可以说上元节是全民的“狂欢节”“嘉年华”。 灯谜起于何时，有人认为在北宋徽宗朝，因孟元老《东京梦华录》卷六“元宵”条记有“沙书地谜”。这“沙书地谜”并非谜，而是类乎扶乩之技，面对观众，以箕插笔，写字于沙中，然后拆其笔画，释其音义，再作连说带唱的引申。这是一项很有历史的瓦舍技艺，但与上元之灯没有什么关系。 灯谜的起始，已在南宋后期，周密《武林旧事》卷二“灯品”条说，上元之夜，“又有以绢灯翦写诗词，时寓讥笑，及画人物，藏头隐语及旧京诨语，戏弄行人”。这种灯和谜结合的形式，逐渐开始流行，不但为上元赏灯增添了趣味，而且成为一种风俗传统...

中国石化（600028）公告，公司股票于2026年2月27日、3月2日、3日连续三个交易日内日收盘价格涨幅偏离值累计超过20%，经公司自查，并发函向控股股东及实际控制人核查，公司生产经营情况正常，均不存在应披露而未披露的重大事项。受地缘政治等因素影响，国际原油价格走势存在诸多不确定性，敬请广大投资者注意风险。

Ministers are to repeal powers imposed by the Conservatives that allowed them control over the elections watchdog, after warnings they could be abused by a future government with authoritarian ambitions. Steve Reed, who as communities secretary is overseeing a new elections bill, announced the move to MPs, saying he would “repeal in full the power for government to impose a strategy and policy statement on the Electoral Commission”. The powers, laid out in the Conservatives’ Elections Act from 2022, were criticised as giving ministers the chance to interfere politically in the work and enforcement priorities of the commission, which is meant to be independent. A series of groups and MPs had urged Keir Starmer’s government to reverse this in its representation of the people bill, saying the powers could be exploited by a future government. A report last year by the campaign group Spotlight on Corruption warned that the powers over the Electoral Commission “could easily be abused to undermine our democracy”. Reed’s announcement comes after days of criticism by Reform UK about the conduct of elections, after Nigel Farage’s party failed to win the Gorton and Denton byelection, coming more than 4,000 votes behind the Greens. View image in fullscreen Farage (left) with Reform’s candidate in Gorton and Denton, Matt Goodwin. Photograph: Christopher Thomond/The Guardian Farage has claimed that his party was “cheated”, citing what he said was the incidence of people deciding votes on behalf of family members, and what he called widespread corruption in postal voting, which he wants to greatly restrict. Speaking in the Commons debate on Monday night, Danny Kruger, a Reform MP, claimed that large numbers of UK voters from Asian backgrounds were “taking their orders on how to vote from mosques and from clans – often direct from Pakistan”. The Electoral Commission takes a different view. Its report into the 2024 general election concluded that confidence in the voting system was ...

Sea press release ( SE ): Q4 GAAP EPS of $0.63 beats by $0.01 . Revenue of $6.85B (+38.4% Y/Y) beats by $420M . Adjusted EBITDA 1 increased by 33.2% year-on-year to reach US$787.1 million. "For 2026, we aim to grow Shopee’s annual GMV by around 25% year-on-year, with its full year adjusted EBITDA no lower than that of 2025 in absolute dollar terms. We believe this is the right strategy to optimize Shopee’s long-term profitability.” More on Sea Sea Limited: Riding This Wave Higher; Bullish Opportunity Sea Limited's Pullback Is Creating A Rare Opportunity Sea: Market Fear Creates A Compelling Entry Point For An SEA Growth Giant Sea Q4 Preview: What to expect Quant check on Eminence Capital's top Q4 holdings: AMZN, GTLB, AMD, LPX

格隆汇3月3日｜富兰克林邓普顿的Sonal Desai在报告中指出，中东战争导致油价上涨，推高了全球通胀升温的预期。Desai表示，这理应促使投资者下调对各大央行降息的预期。伦敦证券交易所集团的数据显示，市场目前预计英国央行在3月份降息的可能性为31%，远低于上周预期的83%；同时，投资者预计美联储在3月份降息的可能性仅为4%。

格隆汇3月3日｜标普全球评级：亚太地区政府2026年可能借款5万亿美元。

格隆汇3月3日｜印尼财长：已就中东冲突背景下油价上涨对本国经济影响进行预测。惠誉对达南塔拉项目影响政府财政状况表示关切。近期及未来都不会突破3%的财政赤字上限。若全球油价飙升至每桶90美元，印尼财政赤字可能升至GDP的约3.6%，但将调整预算，确保赤字控制在3%以下。

Company Logo The digital utility market is poised for growth through advancements in AI, IoT, and cloud technologies. Opportunities arise in sectors like smart grids, energy trading, and retail, with rising demand in services and IoT. The market spans large enterprises and SMEs with growing interest in North America, Europe, and Asia. Dublin, March 03, 2026 (GLOBE NEWSWIRE) -- The "Digital Utility Market Till 2035: Distribution by Type of Component, Type of Deployment, Type of Network, Areas of Application, Type of Technology, Type of End-User, Company Size, and Key Geographical Regions: Industry Trends and Global Forecasts" report has been added to ResearchAndMarkets.com's offering. The global digital utility market size is estimated to grow from USD 227.85 billion in the current year USD 654.68 billion by 2035, at a CAGR of 11.13% during the forecast period, till 2035 Digital utility refers to the incorporation of cutting-edge technologies, data analytics, and communication systems into conventional utility frameworks to enhance efficiency, dependability, and sustainability. Within the sectors of electricity, water, and gas, digital utility solutions employ smart meters, sensors, and Internet of Things (IoT) devices to gather real-time data on usage trends and grid operations. This wealth of data enables utilities to improve resource management, swiftly detect issues, and respond more adeptly to variations in demand. The utility industry is progressively adopting innovative digital technologies, such as blockchain, artificial intelligence (AI), and machine learning, to improve their operations, customer interactions, and partnerships within the supply chain. These digital approaches allow users to manage energy production and distribution more efficiently, providing capabilities like predictive maintenance along with increased safety and efficiency, which ultimately enhances customer satisfaction. The expansion of this sector is fueled by factors including the gro...

春节刚过，关于“手机将迎来全面涨价”的话题一度冲上热搜榜。 据悉，近期OPPO、vivo、小米等主流手机厂商已陆续下发调价通知：3月起新上市机型涨幅最低100元起，中高端旗舰机型涨幅甚至达2000-3000元，这是近五年来业内规模最大、涨幅最高的一轮集体调价潮。 与此同时，PC端的联想、惠普、戴尔等OEM巨头从2025年底开始已发起多轮涨价，涉及产品价格调整幅度在500元至1500元区间。 消费终端产品的价格变动，与上游存储芯片市场的持续涨价潮密切相关。 在这轮被业界称为“超级周期”的行情下，消费电子产业链正上演“上游狂欢、下游承压”的分化格局。 近期，以手机产业链为代表的消费电子板块个股持续下跌，资金也出现了明显流出迹象，甚至头部品牌巨头在近两月跌幅就高达近20%，反映市场对这些板块的未来预期失去信心。 很显然，一场关于消费电子产业链利润分配的重构与洗牌，已然开启。 01 疯狂的内存涨价潮 Trend Force数据显示，2026年第一季度以来，全球通用DRAM合约价环比暴涨90%-95%，PCDRAM单季涨110%-115%；DDR48Gb现货更是从2025年低点3.2美元飙升至15美元，累计涨幅高达369%；DDR5现货的涨幅也超过了300%。 国家发改委价格监测中心在2月28日发布的最新数据中证实：截至2026年1月，DRAM和NAND闪存价格均创下自2016年有统计以来的历史最高值。 以主流型号DDR48Gb颗粒为例，其合约均价已从2025年初的1.45美元一路飙升至今年2月的最高17美元，即便最低价也达到了11.5美元。 摩根士丹利在一份报告中，甚至用“主流产品价格可能再次翻倍”来描述当前的内存供需紧张。 存储芯片的急速涨价，导致了下游终端产品的成本开始出现失控狂飙，成为了厂商不得不宣布提价的导火索。 而造成这一切的根源，源于AI算力需求大爆发，彻底改写上游存储厂商的产能分配逻辑。 一直以来，DRAM市场由三星、SK海力士、美光三家巨头掌握超90%的市场份额，牢牢掌握着行业定价权。 但从2025年开始，AI算力需求的超级井喷，开始吞噬整个世界的内存产能。 据悉，为了追求更高利润，内存巨头们开始将消费级存储芯片产能大规模转向AI算力急需的高带宽内存及服务器端内存。目前三星已将30%的消费级DRAM先进产能转向了生产HBM，SK海力士的转比例达到40%，美光...

OpenAI is amending its hastily arranged deal to supply artificial intelligence to the US Department of War (DoW) after the ChatGPT owner’s chief executive admitted it looked “opportunistic and sloppy”. The contract prompted fears the San Francisco startup’s AI could be used for domestic mass surveillance but its boss, Sam Altman, said on Monday night the startup would explicitly bar its technology from being used for that purpose or being deployed by defence department intelligence agencies such as the National Security Agency (NSA). OpenAI, which has more than 900 million users of ChatGPT, made the deal almost immediately after the Pentagon’s existing AI contractor, Anthropic, was dropped. Anthropic had insisted “using these systems for mass domestic surveillance is incompatible with democratic values”, leading the US president, Donald Trump, to call Anthropic “leftwing nut jobs” and directing the federal government to stop using its technology. Despite denials from OpenAI that the agreement allowed for surveillance use, commentators raised the spectre of the Snowden scandal, which broke in 2013, when it emerged the NSA was engaged in mass harvesting of phone and internet communications. The deal prompted an online backlash against OpenAI, with users of X and Reddit encouraging a “delete ChatGPT” campaign. One post read: “You’re now training a war machine. Let’s see proof of cancellation.” Claude, the chatbot made by Anthropic, jumped to the top of Apple’s App Store charts, rising above ChatGPT, according to analysis by Sensor Tower. In a message to employees reposted on X, the OpenAI CEO said the original deal announced on Friday had been struck too quickly after Anthropic was dropped. “We shouldn’t have rushed to get this out on Friday,” Altman wrote. “The issues are super complex, and demand clear communication. We were genuinely trying to de-escalate things and avoid a much worse outcome, but I think it just looked opportunistic and sloppy.” Upon announcing the...

Stablecoin use could weaken ECB's hand, hamper lenders, ECB paper finds Reuters

2025年，拉里·埃里森在白宫。包含这次在内，他去年至少四次前往华盛顿特区。图片来源：ANNA MONEYMAKER/GETTY IMAGES 派拉蒙出价1110亿美元收购华纳兄弟探索（Warner Bros. Discovery），然而《福布斯》估算，身为甲骨文最大股东的老埃里森，手头现金并不足以承担交易中他应出资的部分。下文将阐释这笔交易可能的走向。 这场史上规模最大的并购之一若获监管机构放行，亿万富豪拉里·埃里森与儿子大卫将对美国媒体业拥有前所未有的掌控力——哥伦比亚广播公司（CBS）与美国有线电视新闻网（CNN）将同属一家，HBO Max与派拉蒙+（Paramount+）合并，华纳兄弟与派拉蒙影业归属同一母公司。这还不算本就在老埃里森掌控之下的科技与房地产帝国——他是甲骨文首席技术官、唐纳德·特朗普总统的新邻居，也是全球第六大富豪。 去年8月，埃里森父子通过天空之舞传媒（Skydance）80亿美元收购派拉蒙的交易掌控了后者。天空之舞是家娱乐公司，由大卫负责运营，主要股权归拉里所有。几周后，派拉蒙天舞向华纳兄弟探索发起1110亿美元敌意收购要约，而后者先前已同意被Netflix收购。Netflix拒绝加价竞购，华纳董事会认定派拉蒙的报价更优。如今，在对这家市值约700亿美元、收购价高达千亿美元公司的竞购中，埃里森控制的实体已处于优势位置。 问题在于，派拉蒙的资产负债表上仅持有30亿美元现金。 为填补资金缺口，三大银行承诺提供575亿美元债务融资。剩余大部分资金——457亿美元的股权出资，将来自拉里·埃里森的信托基金。而就是在这里，资金显得有些吃紧了。本世纪以来，埃里森仅出售过47亿美元（税前）甲骨文股票。《福布斯》估算，他的银行存款不足100亿美元，主要来自甲骨文分红。他还持有约150亿美元特斯拉股票，这是他2022年卸任特斯拉董事前积累的资产。即便全部变现，也无法足额覆盖他的出资承诺。 01 这就只剩下最长、最有价值的杠杆：甲骨文股票。 埃里森持有11.6亿股甲骨文股票，当前价值1640亿美元。大规模抛售几乎肯定会引发甲骨文股东恐慌，因为他们本就对公司高负债、以及人工智能数据中心支出飙升感到不安。内部人士大额减持，往往会像惊悚片中猛然跳出的恐怖镜头一样冲击市场。 根据去年9月的一份监管文件，埃里森已质押3.46亿股甲骨文股票，“用于资助外部个人商业项目”。...

When investors debate Nike's (NYSE: NKE) turnaround, most focus on inventory and margins. But the deeper issue may lie in performance running. Has Nike lost its innovation edge in the category that once defined its pricing power? That question matters because performance running does more than generate revenue. It anchors the brand's credibility. Running has always been the halo Nike built its reputation on performance. The "super shoe" era -- carbon-plated racing models and advanced cushioning systems -- once gave Nike a visible edge at elite marathons. When top athletes dominated podiums wearing Nike, the brand's authority extended well beyond serious runners. That authority supported premium pricing across training, lifestyle, and even basketball products. In other words, running created the halo, and the halo supports the whole business model. The competitive dynamic has shifted Over the past several years, however, the performance footwear market has become more competitive. Incumbents like Asics and Adidas, or newer comers like On Running and Hoka, have gradually won consumers over with their focus on aspects like cushioning geometry, comfort, and specialized engineering. Many of these brands have leveraged social media and specialty running stores to amplify their credibility. Don't get me wrong. Nike remains a dominant global brand. It continues to invest heavily in research and development and sponsor elite athletes. But perception can shift quietly before financial results fully reflect it. If dedicated runners experiment elsewhere, pricing pressure may build gradually for Nike as its premium positioning weakens over time. In other words, Nike's risk is not about losing scale, but technical leadership. And technical leadership is what protects its brand -- and pricing -- power. Why this matters for the turnaround Nike's recent margin compression stemmed largely from inventory imbalances and promotional intensity. But margin recovery requires more than clea...

Key Points Performance running anchors Nike’s pricing power. Competition has become structurally stronger. Margin recovery depends on product leadership. 10 stocks we like better than Nike › When investors debate Nike's (NYSE: NKE) turnaround, most focus on inventory and margins. But the deeper issue may lie in performance running. Has Nike lost its innovation edge in the category that once defined its pricing power? 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 » That question matters because performance running does more than generate revenue. It anchors the brand's credibility. Running has always been the halo Nike built its reputation on performance. The "super shoe" era -- carbon-plated racing models and advanced cushioning systems -- once gave Nike a visible edge at elite marathons. When top athletes dominated podiums wearing Nike, the brand's authority extended well beyond serious runners. That authority supported premium pricing across training, lifestyle, and even basketball products. In other words, running created the halo, and the halo supports the whole business model. The competitive dynamic has shifted Over the past several years, however, the performance footwear market has become more competitive. Incumbents like Asics and Adidas, or newer comers like On Running and Hoka, have gradually won consumers over with their focus on aspects like cushioning geometry, comfort, and specialized engineering. Many of these brands have leveraged social media and specialty running stores to amplify their credibility. Don't get me wrong. Nike remains a dominant global brand. It continues to invest heavily in research and development and sponsor elite athletes. But perception can shift quietly before financial results fully reflect it. If dedicated runners experiment elsewhere, pricing pressure may...

未来行业或许还会出现不少类似的争议或者不规范现象，可以将本次事件作为行业开源合规的警示案例。 宣布公测仅一天，美团旗下AI浏览器Tabbit就陷入了风波。 3月3日，陪读蛙（Read Frog）原作者“梦溪睡了吗”发帖称Tabbit使用了陪读蛙的代码，而根据陪读蛙的GPL协议，任何使用该代码的产品都要开源。 随后Tabbit回复称在去年12月团队开发翻译功能时关注到陪读蛙的开源项目，当时该项目仓库中并未包含任何开源协议声明。2026年1月2日，陪读蛙的原作者添加了GPLv3协议，由于Tabbit浏览器团队未继续合并原项目的后续代码，未能及时关注到此次协议变更。Tabbit将从新版中移除此翻译项目，并将此项目完整开源。该回复并未得到“梦溪睡了吗”的认可。 后续Tabbit团队与用户“梦溪睡了吗”进行直接沟通，并达成一致。Tabbit表示已与陪读蛙的作者沟通了项目的许可授权，授权后将更新代码并恢复该功能。同时Tabbit将全面升级内部的代码审查与开源项目使用流程，确保将使用或修改的开源项目在Tabbit产品中明确标识其许可和相关信息。 原作者“梦溪睡了吗”也发帖表示，在问题被指出后，Tabbit 团队第一时间与他取得联系，并对项目使用情况进行了说明与内部自查。从沟通过程来看，对方态度积极、处理及时，可以确认本次问题并非出于主观恶意，而是对开源协议理解和合规流程不够严谨所致。目前，相关代码已完成开源处理，双方也在进一步沟通后续事宜。 对于本次事件，艾媒咨询CEO张毅对第一财经记者表示，这次双方的争端本质上是因为Tabbit在开源合规方面存在一定的疏漏，从结果看可以通过快速和解来整改。未来行业或许还会出现不少类似的争议或者不规范现象，可以将本次事件作为行业开源合规的警示案例。 3月2日，美团旗下的光年之外（GN06）团队宣布，产品Tabbit AI浏览器已进入公测。光年之外团队表示，该产品目标用户群为上班族、在校学生及内容创作者等，并将网页浏览、全网搜索、AI 对话与复杂任务执行融为一体。团队同时表示，Tabbit聚合了LongCat、DeepSeek、GLM、Kimi、Doubao、QWen、Minimax等大模型，满足不同场景需求。 对于美团在AI方面的布局，张毅认为美团从本地生活AI延伸到通用AI入口，是在进行全场景的Agent布局，计划在下一代流量和操作系统级的变化...

Target press release ( TGT ): Q4 Non-GAAP EPS of $2.44 beats by $0.28 . Revenue of $30.45B (-1.5% Y/Y) in-line. Guidance The Company has the following expectations for 2026: Net sales growth in a range around 2 percent compared with 2025 vs. estimated growth of 1.75% Y/Y . This expectation reflects a small increase in comparable sales, with new store and non-merchandise sales contributing more than one percentage point of growth. The company expects to grow net sales in every quarter of the year. Full-year 2026 operating income margin rate approximately 20 basis points higher than the 4.6 percent Adjusted operating income margin rate in 2025. GAAP and Adjusted EPS of $7.50 to $8.50 vs. $7.64 consensus . Based on the expected timing of certain costs, the company expects Q1 GAAP and Adjusted EPS will be flat to up slightly from last year's Adjusted EPS of $1.30, with stronger year-over-year EPS growth expected through the balance of the year. More on Target Target: I'm Waiting For Q4 Results Before Making A Move (Downgrade) Target Is Under Pressure, Not Overvalued Target: Best Thing To Do Now Is Do Nothing At All Target Q4 earnings on deck: What to expect Target's outlook remains “cloudy” and turnaround is stifled by competition, stagnant housing market -- BofA Securities

Rafferty Asset Management LLC Lowers Stake in Alphabet Inc. $GOOG MarketBeat

A marathon training block is tough enough. Fasting while preparing to take on the world's best over 26.2 miles is harder still. Mahamed Mahamed is among a talented generation of British male distance runners closing in on Mohamed Farah's national record over the marathon distance. But, as he builds towards this year's London Marathon, the 28-year-old is currently finishing his sessions as late as 1am as he attempts to balance the demands of training at altitude with observing Ramadan. Mahamed, fourth on the UK all-time list, has ignored advice to postpone his fasting while training to improve his personal best of two hours seven minutes and five seconds. "Some people think I shouldn't [fast while training]," Mahamed told the Press Association. "Especially now, because I've got a competition coming up, they think I should focus on training for now and then maybe fast. "But I'm used to it. It became my routine. I am grateful for that advice but I just get on with everything."

文章提及标的 伦敦金 -- 现货黄金失守5080美元/盎司，日内跌4.57%。

现货白银暴跌13%，现报78.23美元/盎司。

格隆汇3月3日｜中国石化(600028.SH)公告称，公司股票于2026年2月27日、3月2日、3月3日连续三个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经核实，公司生产经营情况正常，公司及控股股东均不存在应披露而未披露的重大事项。受地缘政治等因素影响，国际原油价格走势存在诸多不确定性，敬请广大投资者注意风险。

现货黄金失守5090美元/盎司，日内跌幅4.36%。 现货白银日内暴跌12%，跌破79美元/盎司。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇3月3日｜现货黄金日内跌幅扩大至4%，报5107.67美元/盎司。现货白银日内暴跌12%，跌破79美元/盎司。

回顾2025年，很多人都会想起那场外卖大战。 “战况”最激烈的那段时间，各大外卖平台砸下近千亿补贴、发放大额红包，作为主战场的咖啡奶茶商家单量激增、外卖骑手进入“战时状态”、“羊毛党”狂欢、平台频发战报。 但这场看似多方利好的战争，实则让不少商家陷入两难境地：参与补贴，则利润被压缩；不参与补贴，则单量会被参与活动的商家分流。 就连已经开到3万家门店的瑞幸咖啡，都没能招架住这样“赔本赚吆喝”的模式。2月26日晚间，它交出了一份暗含隐忧的财务报告。 表面上看，2025年，瑞幸咖啡营、利双增，实现总净收入492.88亿元，同比增长43%；归母净利润达36亿元，同比增长21.8%。 图源瑞幸咖啡投资者关系官方微信公众号 但细看各季度报告，瑞幸咖啡在去年第三季度就已经出现了增收不增利的现象，到了第四季度，其更是录得总净收入同比增长32.9%至127.8亿元，净利润同比大幅下滑39%至5.2亿元的成绩。 尽管瑞幸咖啡CEO郭谨一在第三季度业绩会中，就给市场打了预防针。但瑞幸财报发布后，公司股价依然大幅走低，盘中最大跌幅为6.7%，最终以36.07美元收盘，跌幅为3.94%。 市场的担忧不无道理。 去年第四季度，瑞幸的多项数据表现出成长性不佳的趋势。 大幅下滑的净利润，门店扩张速度放缓、同店营业额增速下滑等，都在对外透露瑞幸进入了“两难”的境地：涨价会丢客户，影响同店营业额增速；要保单店利润，就需要调整扩张速度。 瑞幸面临的竞争压力也不小。老对手星巴克、库迪虎视眈眈；幸运咖、挪瓦咖啡等下沉市场玩家加速扩张；跨界玩家不断加入，试图在这个万亿赛道中分得一杯羹。 前有难以提升的利润，后有围追堵截的对手，瑞幸想要在增长和保利润之间找到一个平衡点，显然并不容易。 外卖大战，瑞幸受伤？ 如果将瑞幸2025年四个季度的业绩拆分来看，就可以看出瑞幸在去年走得越来越难。 从第一季度到第三季度，瑞幸咖啡的总净收入分别为88.65亿元、123.59亿元和152.87亿元；GAAP（通用会计准则）营业利润分别为7.37亿元、17.00亿元和17.77亿元，两项数据虽在第三季度的增幅均放缓，但仍呈环比增长趋势。 可到了第四季度，瑞幸咖啡的总净营收录得127.8亿元，按GAAP计算的营业利润为8.21亿元，相比第三季度分别环比下滑约16.40%和53.80%。 营业利润率的数值更是在下半年出现明显下滑。从2...

文章提及标的 伦敦金 -- 伦敦银 -- 现货黄金失守5100美元/盎司，日内跌4.32%。现货白银暴跌13%，现报78.23美元/盎司。 涨跌都能赚 盈利就能离场！点击开通期货“T+0、双向交易”特权！>>>

Landing Point Financial Group LLC purchased a new stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 3,522 shares of the information services provider's stock, valued at approximately $858,000. Several other institutional investors and hedge funds have also recently bought and sold shares of GOOG. Tradewinds LLC. boosted its position in Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock valued at $10,984,000 after purchasing an additional 43,080 shares during the last quarter. Atlantic Union Bankshares Corp lifted its holdings in shares of Alphabet by 31.3% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider's stock valued at $86,345,000 after buying an additional 84,553 shares during the last quarter. CWA Asset Management Group LLC grew its stake in shares of Alphabet by 2.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider's stock valued at $38,272,000 after buying an additional 3,444 shares in the last quarter. American National Bank of Texas acquired a new position in Alphabet in the third quarter worth approximately $900,000. Finally, Northwestern Mutual Wealth Management Co. raised its position in Alphabet by 3.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider's stock valued at $206,542,000 after acquiring an additional 42,028 shares in the last quarter. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Alphabet News Roundup Here are the key news stories impacting Alphabet this week: Positive Sentiment: AI is continuing to power revenue growth across Search and Google Cloud, supporting ...