西班牙当地时间 3 月 5 日，为期四天的 MWC26 落下帷幕。 雷科技派出由编辑定西和主播阿雷领衔的报道团，对 MWC 进行全方位、立体化报道。据不完全统计，雷科技受邀/主动参访了 TCL、智元机器人、高通、盛泰光电、千问 AI 眼镜、荣耀、中兴、小米、vivo、华为、中国移动、中国电信、中国联通、江波龙、广和通、京东方、联想、联发科、时空壶、传音等 30+ 国内外科技行业顶尖品牌的展位，体验了其最新产品，切实感受到了科技的脉搏涌动，也被 AI 科技的创新能量所触动。 （图片来源：雷科技现场摄制） 雷科技多年来持续报道 CES、MWC、IFA 和 AWE 四大科技展会。按惯例，我们会在探展与报道结束后，通过 Q&A 对展会进行系统复盘总结。现在就让小雷来回答这些问题。 Q1：有哪些让人印象深刻的新品？ A：不同于 CES 主打各种概念，MWC 更注重实际落地：现场展示的更多是用户看得见、摸得着、用得上的硬件新品，比如 AI 手机、AI PC、AI 眼镜、机器人。但要说最让小雷印象深刻的新品，想必大家应该都已经猜到答案了。 只要你最近有关注 MWC 或数码科技行业，都会被荣耀 ROBOT Phone 刷屏。 作为本届 MWC26 上最具创新意义的一款产品，它的出现并不只是荣耀用来秀肌肉，而是把手机视频拍摄带到了一个新的维度：真正能拉开体验差距的，不再只是画质和稳定性，而是「你会不会拍」和「能不能拍好」。 （图片来源：雷科技现场摄制） 它的核心卖点，是一条带机械结构的云台相机臂：集成了一颗 2 亿像素传感器，并搭载极小型的 4 DoF 云台，同时加入 AI 跟踪，让镜头能够实现「跟着人走」。 小雷最近也在网上刷到了很多评论，有些网友认为它华而不实：好玩是好玩，但耐用性肯定大打折扣，主打一个「专业的人看不上，不专业的人不会买」。但小雷认为，在短视频时代，用户越来越明白一个好视频的标准是什么：画面不抖、画质舒服只是及格，真正让人觉得高级的是镜头语言有意思、主体跟得住、节奏有层次、画面变化够多样。 更重要的是，虽然它无论从哪个角度看都像一台概念机，但根据某些业内人士透露，这款产品会在今年 8 月正式上市——这也符合 MWC 的调性：先把方向亮出来，再把产品推到市场去验证。 它能让行业看见「下一步视频卖点可能是什么」，也能让同行意识到「继续聊防抖和画质已经没有意义了」。 另...

Piper Sandler on Oracle (ORCL): 'Robust OCI Growth Expected' StreetInsider

Stuart Kaiser, head of equity trading strategy at Citi, examines how equity markets have fared during the first days of the war with Iran. (Source: Bloomberg)

Pitcairn Co. decreased its position in Oracle Corporation (NYSE:ORCL - Free Report) by 34.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,268 shares of the enterprise software provider's stock after selling 5,937 shares during the period. Pitcairn Co.'s holdings in Oracle were worth $3,169,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its position in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after acquiring an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after purchasing an additional 768 shares during the last quarter. United Bank lifted its holdings in shares of Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after purchasing an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after purchasing an additional 8,530 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors. Get Oracl...

Pitcairn Co. cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 9.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,718 shares of the electric vehicle producer's stock after selling 1,313 shares during the quarter. Pitcairn Co.'s holdings in Tesla were worth $5,656,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also bought and sold shares of the stock. Perennial Investment Advisors LLC grew its stake in Tesla by 323.3% in the third quarter. Perennial Investment Advisors LLC now owns 120,869 shares of the electric vehicle producer's stock valued at $53,753,000 after purchasing an additional 92,317 shares in the last quarter. Smith Moore & CO. boosted its holdings in shares of Tesla by 3.6% in the 3rd quarter. Smith Moore & CO. now owns 9,161 shares of the electric vehicle producer's stock valued at $4,074,000 after buying an additional 319 shares during the last quarter. Integrated Quantitative Investments LLC grew its stake in shares of Tesla by 307.0% in the third quarter. Integrated Quantitative Investments LLC now owns 4,803 shares of the electric vehicle producer's stock valued at $2,136,000 after buying an additional 3,623 shares in the last quarter. Leeward Financial Partners LLC acquired a new position in Tesla during the third quarter worth $219,000. Finally, Mann Financial Group Inc. bought a new stake in Tesla during the third quarter worth $274,000. Institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up Analysts Set New Price Targets A number of research analysts have recently commented on TSLA shares. JPMorgan Chase & Co. decreased their price objective on shares of Tesla from $150.00 to $145.00 and set an "underweight" rating for the company in a research report on Friday, January 30th. Bank of America assumed coverage on shares of Tesla...

格隆汇3月6日｜欧股跌幅扩大，欧洲斯托克50指数跌超1%，法国CXC 40指数跌近1%，德国DAX指数跌0.7%，英国富时100指数跌0.6%。

The Trade Desk (TTD +18.39%) stock has taken a massive beating in the past year, losing 66% of its value as of this writing due to the company's slowing growth and the rising competition that it's facing in its business from tech giant Amazon. Now, the company's fourth-quarter 2025 results (which were released on Feb. 25) have further dented investor confidence. Shares of the programmatic advertising company fell 5% after its latest quarterly report. Even though The Trade Desk's Q4 numbers exceeded expectations, a weaker-than-expected guidance led investors to press the panic button. However, the sharp pullback in this tech stock may be an opportunity for savvy investors to buy a potential long-term winner. Let's look at two reasons why The Trade Desk's drop looks like a buying opportunity. The Trade Desk believes that it can compete with Amazon The Trade Desk's programmatic advertising platform enables advertisers and brands to automate bidding and buying ad inventory using real-time data across channels such as display, audio, video, smartphones, connected television (CTV), and others. The company has been employing artificial intelligence (AI) to help brands analyze millions of ad impressions per second, enabling them to reach their target audience across relevant channels at the best possible price. However, the competition from giants such as Amazon has hurt the company's growth of late. Its 2025 revenue increased by 18% to $2.9 billion, well below the 26% growth it recorded in 2024. The bottom line grew at a much slower pace of 6.6% to $1.77 per share. For comparison, Amazon's advertising revenue increased by 23% in Q4 2025 to $21.3 billion, well above the 14% jump in The Trade Desk's quarterly revenue. Expand NASDAQ : TTD The Trade Desk Today's Change ( 18.39 %) $ 4.63 Current Price $ 29.80 Key Data Points Market Cap $14B Day's Range $ 29.25 - $ 32.90 52wk Range $ 21.08 - $ 91.45 Volume 3K Avg Vol 16M Gross Margin 78.63 % The Trade Desk's management notes tha...

Key Points The Trade Desk's business has been affected by competition from much larger rivals like Amazon. But the company is confident it can rebound, helped by growth in the programmatic advertising market. The stock's valuation is quite cheap right now, which is why investors might consider accumulating it. 10 stocks we like better than The Trade Desk › The Trade Desk (NASDAQ: TTD) stock has taken a massive beating in the past year, losing 66% of its value as of this writing due to the company's slowing growth and the rising competition that it's facing in its business from tech giant Amazon. Now, the company's fourth-quarter 2025 results (which were released on Feb. 25) have further dented investor confidence. Shares of the programmatic advertising company fell 5% after its latest quarterly report. Even though The Trade Desk's Q4 numbers exceeded expectations, a weaker-than-expected guidance led investors to press the panic button. 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 » However, the sharp pullback in this tech stock may be an opportunity for savvy investors to buy a potential long-term winner. Let's look at two reasons why The Trade Desk's drop looks like a buying opportunity. The Trade Desk believes that it can compete with Amazon The Trade Desk's programmatic advertising platform enables advertisers and brands to automate bidding and buying ad inventory using real-time data across channels such as display, audio, video, smartphones, connected television (CTV), and others. The company has been employing artificial intelligence (AI) to help brands analyze millions of ad impressions per second, enabling them to reach their target audience across relevant channels at the best possible price. However, the competition from giants such as Amazon has hurt the company's growth of late. Its 2...

Tomas Ragina/iStock via Getty Images The U.S. and Venezuela have agreed to re-establish diplomatic and consular relations, the State Department announced, adding that it aimed to pave the way for a "peaceful transition to ​a democratically elected government." "This step will facilitate our joint efforts to promote stability, support economic recovery, and advance political reconciliation in Venezuela," the department said . "The United States remains committed to supporting the Venezuelan people and working with partners across the region to advance stability and prosperity." Venezuela's interim government reaffirmed "its willingness to move forward in a new stage of constructive dialogue, based on mutual respect, the sovereign equality of states and cooperation between our peoples." It did not mention future elections. Both countries have worked towards thawing diplomatic ties following the U.S. capture of Nicolás Maduro ​in January. Besides reaching new oil deals, the two countries will also work together to develop mining in Venezuela, which is rich in gold and critical minerals. More on Venezuela Shell signs oil and gas exploration deals with Venezuela Venezuela's state‑owned miner signs deal to sell 1,000 kg of gold to Trafigura Exxon may be 'interested in going back' to Venezuela if conditions are right

World Cup winners will miss club games this weekend England cricketers move training camp to South Africa Ellie Kildunne and Sadia Kabeya, two of England’s Women’s World Cup winners, are stranded in Dubai amid Israel’s and the United States’ war with Iran. Kildunne , the Red Roses standout player as John Mitchell’s side were crowned world champions at Twickenham last summer , will miss Harlequins’ home Premiership Women’s Rugby (PWR) fixture against Saracens on Saturday. Kabeya will be unavailable for Loughborough’s match at Sale. A joint Rugby Football Union, PWR, Harlequins and Loughborough Lightning statement confirmed that the Quins full-back and the Lightning back-row Kabeya are in contact with their clubs and the RFU but their prospects of flying home from a short break in coming days remains uncertain. The statement said: “During the reserve Premiership Women’s Rugby week, Ellie Kildunne and Sadia Kabeya travelled to Dubai, United Arab Emirates, for a short break. Due to ongoing airspace disruption, they have been unable to return to England as planned and will therefore not play in PWR games this weekend. Continue reading...

华泰证券（601688）研究总量团队指出，政府工作报告中对今年宏观政策的部署延续2025年12月中央经济工作会议“稳中求进”的总体基调。逆周期（883436）政策力度保持总体稳定，经济增长目标基本符合预期，继续强调扩大内需但也部分兼顾投资和消费（883434）平衡，促进投资的力度可能边际加大。长期发展战略保持连续性、前瞻性，新质生产力、科技发展、高质量、安全、低碳等词条频率继续提升，相关结构性政策持续推进。整体而言，今年宏观更主要的变量是经济自身的动能，随着地产去杠杆进入尾声，制造业供需再平衡进入良性循环，有望带动名义增长及财政收入回升，财政支出扩张亦更为顺畅。聚焦今年，宏观层面，促进物价合理回升是政策目标与市场交易的重要交集，保持密切跟踪。产业层面，能源（850101）是多项重点任务的交集，重申超配电力（562350）链中上游品种。内需与AI是能源（850101）之外的主要线索。

格隆汇3月6日｜据韩国石油公社油价信息系统“Opinet”6日数据，首尔加油站汽油和柴油平均价格均突破每升1900韩元（约合人民币8.9元以上）。以当天上午9时为准，全国加油站汽油平均价格为每升1856.3韩元，较前一天上涨22韩元。柴油平均每升1863.7韩元，较前一天上涨33.4韩元。柴油价格赶超汽油。在全国油价最高的首尔地区，汽油每升平均1916.5韩元，柴油1934.1韩元，均超过1900韩元。首尔汽油和柴油价格分别时隔约3年7个月和3年3个月再次超过每升1900韩元。

TkKurikawa/iStock via Getty Images By Paul Robertson | Gavin Romm, CFA | Mark Gleason, CFA Better performance requires more than just focusing on pretax returns or minimizing tax expenses. Improving after-tax returns is rarely as simple as boosting pretax returns or reducing tax expenses. It’s actually quite a bit more involved than that. As we see it, maximizing after-tax performance requires an “all of the above” approach, applying a range of techniques in a holistic way. For investors, improving the path of returns via better up-down capture may drive better outcomes. Sources can be incorporating better building blocks, assembling them more efficiently, and adding alpha to enhance market returns. For investors with assets in taxable accounts, a sometimes-forgotten alpha source can be boosting after-tax returns—and that means reducing the tax bite. On the surface of it, the math of after-tax return is simple. Take your returns before taxes, subtract the tax expenses you owe, and there you have it. But that seeming simplicity often leads people to narrow their focus to two variables: 1) boosting returns before taxes and 2) reducing tax expenses. But as always seems the case with taxes, it’s not that simple. The After-Tax Return Equation Is More Complicated There seems to be a never-ending stream of research into the ways investors can boost pretax returns, often by analyzing new data sets using new techniques, seeking to find patterns to unlock higher pretax returns. But those improvements aren’t a lock to flow through to the after-tax bottom line. In fact, they might lead to steeper tax expenses—and the tax on short-term capital gains is a major culprit. Strategies designed to exploit high-frequency data sets are very likely to buy and sell securities quickly. That rapid turnover can create short-term capital gains taxed at a higher rate. The challenge with boosting pretax returns is to find a strategy that boosts returns enough to offset extra taxes. The other va...

The place where Norton Wood once stood is now a vast field of decaying wheat stubble. The ancient wood was grubbed up during the second world war. No trace of it remains – on the surface, at least. This ghost in the landscape lives on only in the name of the local village: Wood Norton. But trees will soon be bursting upwards again and the wood will regrow after Norfolk Wildlife Trust celebrated its 100th birthday by buying a swath of farmland to revive for nature. The first of the Wildlife Trusts, a national coalition of 47 independent charities with nearly a million members and 2,600 nature reserves, marks its centenary on Friday. A Norwich doctor, Sydney Long, began the county trusts movement when he assembled a group of 12 “subscribers” in the George and Dragon pub at Cley in north Norfolk. They snapped up the nearby marshes for £5,160 at auction, turning 407 acres into “a bird sanctuary for all time”. Today, rare birds still thrive at Cley, one of more than 60 wild places cared for by Norfolk Wildlife Trust. But its £4.6m purchase of 136-hectare (336-acre) Wood Norton reflects a transformation in how nature conservation charities are saving wildlife: rather than just protecting isolated fragments of species-rich land, they are seeking to restore lost habitats and boost bioabundance. View image in fullscreen Looking for wildlife at Wood Norton. Photograph: Joshua Bright/The Guardian Eliot Lyne, the chief executive of Norfolk Wildlife Trust, describes Wood Norton as “one of the most significant habitat creation projects in our 100-year history”. Giving the Guardian a tour of Wood Norton’s pretty vale of peaceful fields, Steve Collin, a nature conservation manager at Norfolk Wildlife Trust, said: “Traditionally conservation has been about just protecting the rare. It needed to be done but there’s a growing realisation that many of our more common species are suffering, too. Biodiversity and bioabundance are two sides of the same coin. We can’t wait until something ...

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文章提及标的 联科科技 -- 联科科技（001207）公告，2025年营业收入23.57亿元，同比增长4.03%。净利润2.93亿元，同比增长7.55%。公司拟向全体股东每10股派发现金红利5元(含税)，以资本公积金向全体股东每10股转增4股。

联科科技公告，拟向全体股东每10股派发现金股利人民币5元（含税），共计派发1.07亿元(含税)，剩余未分配利润6.87亿元结转至下一年度；2025年度累计现金分红总额：2025年第三季度利润已分配股利6422.46万元；如本议案获得股东会审议通过，2025年公司现金分红总额为1.71亿元（含税），占本年度归属于公司股东净利润的比例为58.51%。

格隆汇3月6日｜据央视财经，剧烈波动的金价抑制了黄金饰品的销量，直接影响到黄金回收生意。记者在走访中发现，由于近期金价波动过于剧烈，许多消费者选择暂时观望，导致黄金回收业务的实际成交量明显下滑。在黄金回收量下滑的同时，“以旧换新”成了不少门店的主要业务。记者在现场看到，趁着当前金价处于高位，不少市民选择将家中闲置的旧首饰拿出来置换新款式。面对当前金价的剧烈震荡，业内人士提醒，金价长期看涨的趋势并未改变，但短期市场波动大，风险不容忽视。

格隆汇3月6日｜今天上午，重庆代表团举行开放团组活动，全国人大代表、重庆市市长胡衡华对重庆市发展成效和“十五五”谋划进行介绍。胡衡华表示，西部金融中心建设，是国家赋予重庆的一个定位。成渝地区要共同建设西部金融中心，近年来重庆做了大量工作，也取得了实质性进展。下一步重庆要全面提升西部金融中心的聚集力、服务力。

Qnity invests $61.5 million in Taiwan semiconductor facility StreetInsider

文章提及标的 爱克股份 -- 爱克股份（300889）公告，2025年营业收入11.78亿元，同比增长30.47%；净利润亏损7723.2万元，上年同期亏损1.07亿元。公司计划不派发现金红利，不送红股，不以公积金转增股本。

aquaArts studio/E+ via Getty Images What a difference 18 months can make with a stock. Back in September of 2024, I initiated coverage on Babcock & Wilcox ( BW ) on the occasion of the company’s first quarter of earnings. EPS was only 1¢, and it wasn’t clear it was going to continue, so with uncertainty and cash flow weakness, I rated the formerly sub-$2 company a hold, advising investors to keep a close eye on the cash flow before making decisions. At present day, the stock is dramatically higher priced. Data by YCharts The stock surged late in 2025 and even further this week on news that they had come in ahead of estimates for Q4, and had received the go-ahead on a major new project, one that dwarfs the sort of backlog Babcock & Wilcox normally carries. The market cap is growing, but what about the company? That’s a more complicated issue, and as we examine what’s happened from then to now, we need to revisit the struggling balance sheet, the cash flow issues, and some new potential problems on the horizon as the company tries to grow into a much bigger player with an AI data center electricity project. Paying Down Debt, the Dilution Problem The first new problem is dilution, and we’re going to start to look at that as we reexamine the company’s balance sheet. Back in 2024, Babcock & Wilcox was carrying a rather large amount of debt for a company their size and, conspicuously, also a deficit of equity, which is never a good sign. Today, things aren’t much better, and when you see how they managed to get “not much better,” you’ll see why dilution is a red flag. Then Now Cash & Equivalents $95 million $89.5 million Total Current Assets $574.5 million $470.7 million Total Current Liabilities $334 million $386.7 million Senior Notes $339 million $235 million Total Shareholder Equity ($200 million) ($132 million) Shares Outstanding 92.2 million 121.8 million Click to enlarge (Source: Press release from Q4 earnings by BW) What happened here is pretty stark. The current ...

格隆汇3月6日｜沪电股份公告，子公司昆山沪利微电拟在昆山综保区建设印制电路板生产项目，总投资约55亿元，其中固定资产45亿元，分三期投入10亿元、10亿元、25亿元；二期收购约67亩土地及建筑物评估价1.19亿元并投约2亿元建污水处理厂；三期收购约155亩土地及建筑物评估价1.46亿元。项目达产后预计年工业产值约65亿元。经开区管委会对超基准产值部分奖3‰，5年累计不超2000万元，并对新增设备投资奖10%，5年累计不超4000万元。

He also criticized banks for posting record profits while opposing pro-crypto reforms, urging them to work collaboratively in the interest of Americans. Eric Trump’s remarks followed President Donald Trump ‘s post on Truth Social that banks are attempting to undermine the cryptocurrency legislation critical to keeping innovation within the U.S. rather than pushing it overseas to countries like China. Trending: Instead of buying someone else's ETF, build an index around your own thesis with Public's AI tools. Get started and see if you qualify for the 1% match. The Trump family has alleged that JPMorgan and Bank of America closed hundreds of accounts linked to their businesses for politically motivated reasons. The banks have consistently denied these accusations. Let me make this very clear: Big Banks (think JPMorgan Chase, Bank of America, Wells Fargo, etc.) are lobbying overtime to block Americans from getting higher yields on their savings—while trying to block any rewards or perks from being given to customers. These banks, and… “Next time you see a big bank dropping billions on a shiny new Midtown Manhattan HQ, you know exactly where that money comes from: the non-existent interest rate they "pay" you,” Trump made a sweeping remark. Trump, also the co-founder of American Bitcoin Corp. , pointed out the supposed hypocrisy of big banks, including JPMorgan Chase & Co. and Bank of America , of demanding “fairness” while really just “protecting their low-rate monopoly and preventing deposit flight.” Trump took to X, lashing out at the American Bankers Association and other lobbyists who are spending “millions” to restrict yields on stablecoin balances through the cryptocurrency market structure bill, also referred to as the CLARITY Act. Eric Trump, co-founder of the World Liberty Financial platform, stepped up his attack on U.S. banking giants on Wednesday, accusing them of “desperately targeting” the cryptocurrency industry. Benzinga and Yahoo Finance LLC may earn ...