「十五五」規劃綱要草案中，港澳部分強調，要支持港澳鞏固提升競爭力。 包括支持香港鞏固提升國際金融、航運及貿易中心，及國際航空樞紐地位，強化全球離岸人民幣業務樞紐，國際資產及財富管理中心。支持香港建設國際創新科技中心，加快北部都會區建設。 澳門方面，支持經濟適度多元發展，提升中醫藥大健康，特色金融等產業競爭力，支持港澳打造國際高端人才聚集高地。 綱要草案亦強調，要加強港澳與內地經貿、科技、人文等合作，深化粵港澳，在港口、機場、軌道交通協同發展。支持港澳深度參與高質量共建「一帶一路」，發揮專業服務優勢，協助企業「走出去」。

两架伊朗无人机在阿塞拜疆坠毁 致两人受伤 2026-03-05 17:06:00 来源： 同花顺7x24快讯 分享 文章提及标的 无人机 -- 当地时间3月5日，阿塞拜疆外交部表示，两架伊朗无人机（885564）在该国坠毁，导致两人受伤，纳希切万机场建筑受损。阿塞拜疆方面就此表示谴责，并召见伊朗驻阿塞拜疆大使。(央视新闻)

格隆汇3月5日｜易方达基金管理有限公司公告，旗下易方达原油证券投资基金（QDII）A类人民币份额（基金代码：161129）二级市场交易价格明显高于基金份额净值。为了保护投资者的利益，本基金将于2026年3月6日开市起至当日10:30停牌，自2026年3月6日10:30复牌。停牌期间，本基金赎回业务照常办理。

格隆汇3月5日｜欧洲央行副行长金多斯：若因伊朗局势导致通胀预期发生变化，欧洲央行可能会改变其政策立场。

Commentary: China’s New Pragmatism — Trading Speed for Stability in 2026 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x On March 5, Chinese Premier Li Qiang delivered the annual Government Work Report, offering a pragmatic blueprint for the opening year of China’s 15th Five-Year Plan. Faced with a complex geopolitical landscape and entrenched domestic challenges — ranging from a structural property slowdown to weak domestic demand — Beijing is dispensing with the illusion of effortless expansion. Instead, the government is marshaling aggressive fiscal tools and strategic technological investments to transition from mere risk containment to proactive, quality-driven growth. You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Subscribe to both Caixin Global and The Wall Street Journal — for the price of one. Disclaimer This is an AI-generated English rendering of original reporting or commentary published by Caixin Media. In the event of any discrepancies, the Chinese version shall prevail. Share now and your friends will read it for free!

Davide Campari-Milano press release ( DVDCF ): FY Non-GAAP EPS of €0.32. Revenue of €3.05B (-0.6% Y/Y). Outlook: The pace of underlying organic topline growth is set to continue in 2026, on track reaching mid- to high-single-digit revenue expansion as the Group advances towards its mid-term financial objectives, assuming a challenging yet stable operating environment. Profitability remained robust, supported by contained organic accretion in adjusted EBIT margin, with a second-half weighting due to the front loading of advertising and promotion investments and the base effect of tariff. The gross margin trajectory is expected to remain moderate, with tailwinds offset by an estimated tariffs impact of approximately €30 million based on current levels. More on Davide Campari-Milano N.V. Davide Campari-Milano N.V. (DVCMY) Q4 2025 Earnings Call Transcript Davide Campari-Milano N.V. 2025 Q4 - Results - Earnings Call Presentation Davide Campari: Contrarian Call Intact As Margins Recover And Portfolio Focus Sharpens Global spirits glut forces producers to idle distilleries and cut prices: FT State of Alcohol: Consumption rates are down; innovation and M&A may be on the rise

metamorworks/iStock via Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights Before the recent escalation between the US and Iran, I planned to open this month’s Above the Noise on a more personal note. My oldest daughter turns 18 later this month. From the moment my daughters were born (her younger sister is 15), I was warned repeatedly about the teenage years. There’s simply a lot going on at that age, emotionally, socially, and mentally, much of it beyond their control. That perspective often shapes how I think about markets. There’s always a lot going on. Every cycle brings its own set of worries, shocks, and narratives that test our nerves and demand our attention. The developing conflict between the US and Iran is simply the latest in a long list of events that have unsettled investors over time. With the situation still in its early stages, I want to make three key points. First, history is instructive. Markets have generally proven resilient following geopolitical shocks. Often, stock markets have delivered positive returns in the 12 months after major military events. We examined 11 points in history where we experienced a peak in the Geopolitical Risk Index — from the 1962 Cuban Missile Crisis to the 2023 Israel/Hamas conflict — and the return of the S&P 500 Index 12 months after that peak. In most cases, the stock market rose in the year following peak geopolitical risk, with an average rise of 15.3% across all 11 conflicts. 1 Second, as a market strategist, I always view events like these through a consistent lens. Does this materially change the trajectory of global growth or central bank policy? In most cases, the answer is no. For that to change now, we’d likely need to see a prolonged closure of the Strait of Hormuz, where roughly 20% of the world’s oil supply flows, and a sustained surge in oil prices. 2 Prolonged and sustained are the operative words. While that risk exists, it’s not our base case. Third, the...

A Hong Kong man jailed for allegedly poisoning a pastor’s daughter he was infatuated with was freed on Thursday after a judge overturned his conviction, ruling that his recorded confession had been coerced under threat. The High Court found that Ye Wen-fei, 29, admitted to poisoning the woman with sodium nitrate in 2024 only after her father, a pastor at the NGO Agapeministry, intimidated him into admitting the alleged crime. Ye was released immediately after the judge overturned his conviction and two-year jail term. Advertisement The pastor, who calls himself Moses and is surnamed Law, had warned Ye he would be sent to prison if he did not admit to the alleged crime. During the confrontation, he warned Ye: “You better ‘wash you a**’ and be ready to stay in prison.” Advertisement He even said: “Mate, do not mess with me – Moses Law. If I did not believe in Jesus, I would have knocked you down. You would have at least broken a few bones and had a few teeth taken out.”

据香港交易所披露，摩根大通（JPMorgan）对宁德时代新能源科技股份有限公司 - H股的多头持仓比例于2026年2月27日从9.02%降至8.53%。

格隆汇3月5日｜中银证券研报指出，盛美上海2025年营收67.86亿元，YoY+21%；归母净利润13.96亿元，YoY+21%。公司根据业务发展趋势和订单等多方面情况，预计2026年营收82.00~88.00 亿元，中值85.00亿元，YoY+25%。公司高温SPM 设备可以实现15nm 颗粒数量小于20 颗，Tahoe 设备可以减少高达75%的硫酸消耗量，且在26nm 颗粒测试中实现平均颗粒数个位数的标准。预计高温SPM 设备和Tahoe 设备将成为盛美上海清洗设备业务的重要增长点。随着相关设备的验证和交付节奏的推进，我们预计公司的电镀设备、立式炉管设备、涂胶显影设备、先进封装设备等有望迎来快速增长。根据Gartner数据，2025年盛美上海电镀设备国际市占率约8.2%，位列全球第三。公司预计2026年营收中值85.00亿元，YoY+25%，保持较快增长。公司清洗设备市场影响力持续扩大，其他半导体设备营收亦有望保持快速增长。维持“增持”评级。

图源NXI Therapeutics 瑞士生物科技公司NXI Therapeutics成立于2021年，公司致力于开发靶向Coronin 1通路的选择性免疫调节剂，用于治疗T细胞介导的自身免疫性疾病和防止器官移植排斥。该疗法通过调控Coronin 1蛋白表达，实现对T细胞免疫反应的精准调控，在实现高效免疫抑制的同时，保留机体对感染、疫苗接种和癌症的免疫防御能力。 NXI由Ruben Herrendorff与Rajesh Jayachandran共同创立。Ruben Herrendorff为公司首席执行官，拥有巴塞尔大学药学博士学位，为多神经元制药公司Polyneuron Pharmaceuticals的联合创始人兼首席执行官。Rajesh Jayachandran为公司首席科学官，曾在巴塞尔大学生物中心担任高级科学家。 图源NXI Therapeutics 正常的免疫系统功能对于抵御病原体入侵和预防癌症至关重要，但在自身免疫性疾病（免疫系统攻击自身组织）或器官移植后需要防止移植排斥的情况下，则需要抑制免疫系统。目前全球自身免疫性疾病超100种，影响全球5%的人口。2024年全球自身免疫疾病治疗市场规模为1240亿美元，且未来将以超过7%的复合年增长率增长。同时，器官移植领域对免疫抑制同样需求巨大，2024年全球共进行了17.37万例实体器官移植手术，器官移植免疫抑制剂市场规模为55.1亿美元，主要由钙调磷酸酶抑制剂类药物主导。 针对器官移植与自身免疫病治疗，行业当前主要采用类固醇、钙调磷酸酶阻滞剂、抗代谢药物等广谱免疫抑制，相关药物会非选择性地抑制所有免疫细胞，过度抑制人体免疫功能，导致全身免疫反应缺陷，使患者易患机会性感染、侵袭性癌症等，并伴随多种严重与长期的副作用与并发症，从而严重影响患者的生存率和生活质量。 图源NXI Therapeutics NXI研发了靶向 Coronin 1 通路的选择性免疫调节剂，旨在实现对T细胞免疫反应的精准调控，在治疗自身免疫性疾病和防止器官移植排斥的同时，保留机体对感染和癌症的免疫防御能力。 Coronin 1是一种在T细胞中特异性表达的蛋白，能够促进细胞内钙库释放，维持T细胞的生命活动，并能为T细胞在识别抗原后，参与其被激活时发生的骨架与形态变化等结构重排过程。T细胞在移植排斥和自身免疫中发挥关键作用，因此Coronin 1成...

国投白银LOF：3月6日开市起至当日10:30停牌 2026-03-05 17:03:37 来源： 同花顺7x24快讯 分享 文章提及标的 瑞银 -- 国投白银LOF -- 国投瑞银（UBS）基金管理有限公司公告，公司旗下国投瑞银白银期货证券投资基金(LOF)（161226）A类基金份额二级市场交易价格明显高于基金份额净值，出现较大幅度溢价。为保护投资者利益，本基金将于2026年3月6日开市起至当日10:30停牌，自2026年3月6日10:30复牌，停牌期间本基金赎回业务照常办理。若本基金2026年3月6日二级市场交易价格溢价幅度未有效回落，本基金有权通过向深圳证券交易所申请盘中临时停牌、延长停牌时间等措施。

尽管有关税与汇率压力，阿迪达斯仍预计2026年利润增速快于营收。 3月4日晚间，阿迪达斯公布2025年第四季度及全年财报。财报显示，2025年全年，阿迪达斯品牌全球营收创历史新高，达248亿欧元，同比增长13%（剔除Yeezy影响）； 2025年第四季度，阿迪达斯品牌全球实现营收61亿欧元，同比增长11%。公司去年营业利润同比增长54%，达到20.6亿欧元。 同期，阿迪达斯在中国市场增长略高于全球增长。财报显示，阿迪达斯品牌大中华区2025年全年营收36.2亿欧元，同比增长13%；第四季度营收8.5亿欧元，同比增长15%。这已是该公司大中华区业绩连续十一个季度实现增长。 阿迪达斯全球首席执行官（CEO）比约恩·古尔登在业绩会上称，中国市场仍是公司实现增长的重要动力。尽管面临本土品牌竞争，阿迪达斯仍受益于中国市场供应链和研发优势、体育运动蓬勃发展带来的机遇以及公司本土化战略，在华实现盈利增长。他表示，公司对中国市场前景保持“非常积极”的态度。 同日，阿迪达斯方面宣布，古尔登的首席执行官任期将延长至2030年12月31日。阿迪达斯表示，过去三年，古尔登成功推动了阿迪达斯的转型。在其领导下，阿迪达斯在充满挑战的环境中取得了巨大的运营和财务进展，为未来可持续的营收和利润增长奠定了坚实基础。 “我们对阿迪达斯未来在营收、利润和现金流方面的增长充满信心，这也是我们决定启动股票回购计划的原因。今年，我们将回购最高达10亿欧元的股份。”古尔登表示。 古尔登预计，2026年，公司在货币中性基础上实现高个位数的增长，这将为公司增加20亿欧元的收入。他也提及了不确定因素。他说，尽管面临约4亿欧元的关税阻力和不利的汇率波动影响，我们预计营业利润将快于营收增速，增长至约23亿欧元。 此外，阿迪达斯方面还给出判断， 2027年和2028年预计将继续抢占市场份额，销售额将以高个位数的速率持续增长，并在2028年实现超过10%的营业利润率。

央行：开展8000亿元买断式逆回购操作，期限为3个月 2026-03-05 17:03:09 来源： 同花顺7x24快讯 分享 央行：为保持银行体系流动性充裕，2026年3月6日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作，期限为3个月(91天)。

格隆汇3月5日丨香港交易所信息显示，摩根大通在中国石油股份H股的持股比例于03月02日从5.06%降至4.98%，卖出的平均股价为9.8298港元。

Earnings Call Insights: Red Violet, Inc. (RDVT) Q4 2025 Management View Derek Dubner, Chairman & CEO, opened the call noting "a record fourth quarter and a strong finish to 2025," highlighting disciplined execution, sustained momentum, and broad-based demand. He emphasized the adoption of Red Violet's cloud-native intelligence platform and the integration of the identity graph within customer workflows, stating "the strategic investments we have made over the past 2 years are translating into measurable operating performance." Dubner reported revenue for the quarter was up 20% to $23.4 million, adjusted gross profit of $19.5 million with an 83% margin, adjusted EBITDA of $5.9 million (25% margin), adjusted net income of $3.1 million, and free cash flow of $3.7 million. IDI billable customer base grew by 169 sequentially to 10,022, and FOREWARN added 17,809 users to reach 390,018. The CEO described Red Violet's competitive differentiation, emphasizing proprietary infrastructure: "Our platform is not a front-end application layered on top of a model. It is a full technology stack...all integrated to create and continuously refine a longitudinal identity graph developed and validated over many years." He addressed AI's impact on the industry, asserting "AI strengthens and extends the advantages we have built. It does not replace them," and discussed the company's usage-based revenue model, noting "approximately 90% of our revenue is volume-driven." Daniel MacLachlan, CFO, said "The fourth quarter marked a record finish to an exceptional year for Red Violet, defined by strong revenue growth, expanding margins and meaningful cash generation." He added, "We continue to scale the business both vertically, deepening adoption across existing markets, customers and use cases and horizontally, by introducing new products and expanding into new industries." Outlook MacLachlan reiterated that Red Violet does not provide formal guidance, but said, "we would expect 2026 to continu...

Shanghai Moody Technology Co. is considering a sale that could value the colored contact lens maker at about $1 billion, people familiar with the matter said. The company is working with an adviser and may sound out interest from prospective buyers in the coming months, the people said, asking not to be identified discussing private information. Deliberations are ongoing and no final decisions have been made, the people said. A representative for Moody didn’t respond to a request seeking comment. Founded in 2019, Moody is a consumer eyewear and colored‑contact brand focused on cosmetic lenses and related products, according to its website . The company raised more than 1 billion yuan ($145 million) from a latest Series C funding round from 5Y Capital and KKR & Co. in 2021, according to a press release . Other backers include GGV Capital and Hillhouse Investment .

Bessemer Group Inc. boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,943,730 shares of the iPhone maker's stock after purchasing an additional 411,092 shares during the quarter. Apple comprises about 4.7% of Bessemer Group Inc.'s investment portfolio, making the stock its 3rd largest holding. Bessemer Group Inc. owned about 0.08% of Apple worth $3,041,234,000 as of its most recent filing with the Securities and Exchange Commission. Get Apple alerts: Sign Up Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its position in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC grew its holdings in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after buying an additional 200 shares during the period. LSV Asset Management bought a new stake in shares of Apple in the 4th quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after buying an additional 125 shares in the last quarter. Institutional investors own 67.73% of the company's stock. Key Stories Impacting Apple Here are the key news stories impacti...

Bessemer Group Inc. trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,494,696 shares of the software giant's stock after selling 150,064 shares during the period. Microsoft comprises 5.9% of Bessemer Group Inc.'s investment portfolio, making the stock its 2nd largest position. Bessemer Group Inc. owned 0.10% of Microsoft worth $3,881,878,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new position in shares of Microsoft during the second quarter valued at about $50,493,678,000. Nuveen LLC purchased a new stake in Microsoft during the 1st quarter valued at about $18,733,827,000. Laurel Wealth Advisors LLC boosted its holdings in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during the period. Vanguard Group Inc. grew its position in Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock worth $350,712,742,000 after acquiring an additional 13,691,572 shares during the last quarter. Finally, Northern Trust Corp increased its stake in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock. Get Microsoft alerts: Sign Up Analysts Set New Price Targets Several research analysts have recently issued reports on the stock. Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a report on T...

Candriam S.C.A. cut its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,895,919 shares of the computer hardware maker's stock after selling 532,075 shares during the period. NVIDIA accounts for about 6.7% of Candriam S.C.A.'s investment portfolio, making the stock its 2nd biggest holding. Candriam S.C.A.'s holdings in NVIDIA were worth $1,286,641,000 as of its most recent filing with the SEC. Get NVIDIA alerts: Sign Up Several other institutional investors have also recently made changes to their positions in NVDA. Brighton Jones LLC raised its position in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG increased its stake in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE increased its stake in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC raised its holdings in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. lifted its stake in NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after purchasing an additional 896 shares during the last quarter. Institutional inves...

生态环境保护的重点正从大城市向基层深入推进。 生态环境保护的重点正从大城市向基层深入推进。 3月5日，十四届全国人大四次会议开幕，国务院总理李强作政府工作报告。在介绍今年政府工作任务时提出：要持续整治提升农村人居环境，以钉钉子精神解决好农村改厕、垃圾围村等问题，扎实推进全域土地综合整治。完善乡村建设实施机制，加快补齐农村现代生活条件短板，推进宜居宜业和美乡村建设；同时，要着力推进县城和农村黑臭水体治理。 “农村的垃圾主要是农业副产物，包括畜禽粪污、植物残留、农药包装袋以及生活垃圾等。目前大部分农村黑臭水体的形成，正是由于这些垃圾未得到有效处理，被随意倾倒在村外的坑塘、沟渠、低洼荒地，经雨雪冲刷、地下涌水或山涧水浸泡后形成。可以说，基层目前普遍缺乏足够的财力支撑农村垃圾的有效治理。推进县城和农村黑臭水体治理，实现农村垃圾的真正处理，必须要有财力保障，否则治理目标难以实现。”一位地方环保专家表示。 据生态环境部官方数据，我国每年产生约40亿吨农业废弃物，其中畜禽废弃物占比最大。根据中国环境科学研究院等机构于2025年11月在《环境科学研究》期刊发布的研究，2023年我国畜禽废弃物产生总量约为36.4亿吨。 “畜禽粪污是当前农村最突出的环境问题之一。尽管各地在推进整县资源化项目，但实际处理率不足三分之一，多数养殖场仍采取‘半还田半排放’的方式，导致周边臭气熏天、水体污染。更令人担忧的是农药瓶等危险废物，虽有回收体系，却形同虚设，绝大多数被随意丢弃在沟渠河塘中，直接污染水体和土壤。”上述专家指出。 他进一步介绍，目前县城的垃圾处理已相对完善，依托环卫体系和焚烧发电厂，基本实现了有效处置。但在偏远农村，垃圾处理仍停留在“沟里一倒、地里一扔”的原始状态。黑臭水体的根源正是这些堆积的垃圾和粪污在雨水淋溶下形成的长期污染。 “造成这一局面的根本原因，首先是基层财政困难，缺乏持续的资金保障；其次，政策执行往往流于形式，数据造假、台账不实现象时有发生；再者，监管缺位，部分企业仍以牺牲环境换取经济效益。尽管中央已明确治理方向，但从政策出台到真正落地，往往需要3至5年甚至更长时间，当前仍处于‘打折扣、搞变通’的阶段。”该专家坦言。 农村环境问题已引起高度重视。2026年2月3日发布的中央一号文件《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》中，对农村环境治理作出了系...

格隆汇3月5日｜中国人民银行：2026年3月6日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作，期限为3个月(91天)。

Valerii Evlakhov/iStock via Getty Images A federal trade court judge has ordered the Trump administration to start issuing refunds for the tariffs that were struck down by the Supreme Court last month. "All importers of record whose entries were subject to IEEPA [International Emergency Economic Powers Act] duties are entitled to the benefit" of the Supreme Court's decision, Judge Richard Eaton at the Court of International Trade said. The ruling was for a case brought by Atmus Filtration, but Eaton said he will be the only judge who will hear cases pertaining to the refund of IEEPA tariffs. "So there is no danger that another judge, even one in this court, will reach any contrary conclusions," he noted , and directed the Customs and Border Protection (CBP) to issue refunds after recalculating the duties importers paid and excluding the IEEPA tariffs. Thousands of lawsuits seeking tariff refunds have been brought by companies including Costco ( COST ) and FedEx ( FDX ), many of which were filed before the Supreme Court's ruling. The Trump administration collected more than $130B in IEEPA tariffs. It could be on the hook for up to $175B in refunds, according to the Penn Wharton Budget Model. During the hearing for Atmus Filtration's case, the Justice Department's lawyer Claudia Burke said the refund process would be time-consuming as the CBP would have to manually go through millions of import entries. "We live in the age of computers," Judge Eaton said, as reported by The Wall Street Journal . "It must be possible for Customs Service to program its computers so it doesn't need a manual review." The Trump administration is expected to appeal the trade court judge's order. More on tariffs 5 Best Stocks That Can Rise Above Trump Tariffs, Macro Uncertainty Trump's global 15% tariff rate to start this week, Bessent says White House request to pause legal fight over refunds denied FedEx, EssilorLuxottica sued by customers for tariff refunds SA Asks: Which companies could ...

文章提及标的 福晶科技 -- 福晶科技（002222）发布业绩快报，2025年度营业总收入11.56亿元，同比增长32.05%；净利润2.62亿元，同比增长19.88%。公司围绕既定战略，加大研发及产能建设投入，抓住市场发展机遇，优化产品结构，提升产能效率，拓展海内外市场，实现营业收入、净利润稳健增长。

文章提及标的 小鹏汽车 -- 拼多多 -- 蔚来 -- 阿里巴巴 -- 美股中概股盘前涨跌互现，小鹏汽车（XPEV）涨0.3%，拼多多（PDD）跌0.1%，蔚来（NIO）跌1%，阿里巴巴（BABA）跌2%。

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格隆汇3月5日｜摩根士丹利将塔吉特的目标价从125美元上调至145美元，维持“增持”评级。(格隆汇)