格隆汇3月6日｜美联储古尔斯比：有望于今年年底前开始降息。

受伊朗冲突扰乱中东供应的影响，油价继续攀升。作为国际基准的布伦特原油期货价格周五早盘一度升破每桶90美元，之后又回落至该价位下方。 布伦特原油的这轮最新上涨，料将推动该全球石油基准创下2020年以来的最大单周涨幅。在美国和以色列对伊朗发动袭击后，布伦特原油价格本周已飙升超过20%。 与此同时，由于已没有足够空间来储存积压的原油，科威特已开始削减部分油田的产量。此举标志著一场更广泛的仓储危机正在形成，并给全球市场带来了新的风险。 美国能源部长赖特周四试图缓解外界对汽油价格的忧虑，他预测，这场冲突可能会在未来几周内结束。 责任编辑：李桐

据统计，当前全球约11%的海运贸易量需经由霍尔木兹海峡。连日来，受地缘局势影响，霍尔木兹海峡的船舶交通几乎完全停滞。业内人士告诉记者，对于在途货物，目前一些外资船司宣布征收“紧急冲突附加费”，价格在每个集装箱1000美元至3000美元不等。此外，位于霍尔木兹海峡周边的印巴区域、红海区域的航运成本也在大幅上涨。“目前到红海的港口的运费从原先每个集装箱3000美元左右，上涨到每个集装箱10000美元左右。”记者采访中了解到，除了选择绕行，还有一些船司甚至宣布终止合同，将货物卸在附近的港口，请客户自行安排。（央视财经）

J Studios/DigitalVision via Getty Images Samsara Inc. ( IOT ) is a clear victim of the SaaSpocalypse. Indeed, it’s at the other end of the HALO (heavy asset, low obsolescence) trade. Down 34% since my December Buy rating coming into its Q4 earnings report , there was some hope for a turnaround. Like the iShares Expanded Tech & Software ETF ( IGV ), IOT noted a notable February low. Shares then jumped after the quarterly numbers crossed the wires. Today, I reiterate a Buy rating and am sticking with my $40 intrinsic value target. I’ll provide refreshed fundamental numbers, along with an updated look at the technicals, after what has been a wild start to 2026. Samsara Down Sharply YoY Amid the HALO Trade StockCharts.com In March, Samsara reported a solid set of quarterly results. Q4 non-GAAP EPS of $0.18 topped the Wall Street consensus forecast of $0.13, while revenue of $444 million (up more than 28% from the same period last year) was a material $22 million beat. AI-fueled growth last year and a sanguine company forecast sent the stock higher, and the firm now expects 21-22% revenue growth for FY 2027, along with accelerating annual recurring revenue (ARR) and AI expansion. Shares were 12% higher in the premarket the following day. That’s actually not a wild move, considering that the options market had priced in a 12.1% earnings-related stock price swing based on the at-the-money straddle expiring this week. If IOT sticks the gain by the close, that would be three consecutive very strong post-earnings pops. IOT, now a nearly $18 billion market cap company, does not pay a dividend and traded with a very high 88% implied volatility coming into the report. The software firm has a high short interest of 9%, potentially contributing to the jump as of this writing. Looking back on the quarter that was, the standout backward-looking figure was a 33% YoY rise in ARR to $1.9 billion. The growth was driven by strong momentum among its large customers, with ARR from $100k cu...

优步 正在招聘经理，负责开发和测试全球司机订阅策略。 随着打车市场竞争压力加剧，优步可能正预示着其将更深入地推动针对司机的订阅模式。 近期的一则招聘信息显示，该公司正在寻找一位驻纽约的产品经理，负责为司机和外卖员设计和实施新的订阅套餐。该职位还涉及构建全球测试和扩展策略，同时评估该模式可能如何根据竞争对手的反应而演变。 此举表明，优步可能正在为其长期沿用的佣金制结构寻找替代方案。在佣金制下，公司从每次行程中抽取一定比例的费用。继当地竞争对手Rapido在市场迅速扩张后，优步已在印度为司机引入了固定费用系统。在美国，打车应用Empower也通过推广比优步或 Lyft 行程便宜约20%的打车服务而获得吸引力，其部分原因在于让司机采用订阅计划，而非按次收取佣金。 整个行业的定价压力也可能影响这些试验。 零工经济分析公司Gridwise的数据显示，与去年同期相比，2025年12月的打车价格上涨了9.6%，而每次行程的平台费用上涨了33%。同期，司机每趟行程的总收入增加了3.6%。报告还指出，约60%的消费者表示，由于价格上涨，他们减少了使用打车服务，而55%的消费者表示，如果车费再次上涨，他们将进一步减少使用。这些趋势可能会影响优步等公司评估新的司机支付模式。 责任编辑：张俊 SF065

格隆汇3月6日｜联储官员古尔斯比表示，今天发布的非农就业报告结果确实令人失望。如果有好几个月都是那样，那就令人担忧了。

中東戰事令不少人一度滯留迪拜。入境處稱，截至上午8時，共接獲約780名中東港人查詢，當中約200人已安全離開，駐迪拜經貿辦人員有提供協助。而香港女子足球代表隊回到香港。 隊員經泰國曼谷飛抵香港，晚上8時許，步出接機大堂，足總主席霍啟山等接機。 他們稱較最初計劃早一天返港，隊長馬澤純表示，球員、教練等都感到非常高興，又認為足總決定退出迪拜賽事，令人安心。 香港女子足球代表隊隊長馬澤純說：「教練跟我們說不能踢(比賽)，我們也認為是安心了。因為一直大家球員也在想，練習也有點危險，出去比賽也不知道，會否突然有(飛彈)不小心掉下來。在那邊所有的事都突然變得很快，即很多不同的消息。Maggie(黃若玲)一直與合作的旅行社有溝通，幸好他們很支援我們，令到我們很快安排到回來的航班。」 記者問：「球員之間有否說回到香港，第一時間要做甚麼？」 馬澤純回答：「大家可能會去吃點東西，然後回家見見家人。」

Kroger's capital return is a value today and for the future, offering substantial upside for investors with the patience to wait.

美國潛艇擊沉伊朗軍艦後不救人，被指違反國際公約定明，在交戰後應搜救死傷者的規定。另一艘伊朗軍艦報稱故障，獲准停泊斯里蘭卡港口。斯里蘭卡總統指會保持中立。 伊朗德納號護衛艦，周三在斯里蘭卡附近印度洋海域，被美軍潛艇的魚雷擊沉，美方指是二戰後，美軍潛艇首次利用魚雷擊沉敵方艦艇。 斯里蘭卡海軍發放當日救援片段，顯示救援人員將遇襲伊朗船員抬上岸，部分人被送上救護車，襲擊造成至少80多人死亡，32人獲救。 澳洲總理阿爾巴內塞證實，潛艇上有三名澳洲國防人員，但強調他們並未參與攻擊，登艦是為參與澳洲、美國及英國三國防禦協議相關的訓練。 伊朗稱載有近130名士兵的德納號，原本是應印度海軍邀請，到當地進行聯合演習，隨後前往印度洋國際水域返航，無預警下在國際水域遭到襲擊。 澳洲有國防專家分析指，根據海戰法，參與國際武裝衝突國家的軍艦，本質上是軍事目標，美國擊沉伊朗軍艦是合法。 但美軍在擊沉軍艦後不救人，就違反《日內瓦第二公約》，定明衝突各方在交戰後，應立即採取一切可能的措施，搜救死傷者的規定。 又指即使潛艇不方便露出水面，擔心遇襲，也應通知其他船隻或有關當局救人。《海峽時報》引述分析指，事件或將美以和伊朗間的戰爭範圍，擴大到中東以外。 據報原定派去為德納號補給，載有約二百人的伊朗後勤支援艦布什爾號，報稱發動機故障，向斯里蘭卡提出入港請求。斯里蘭卡海軍指，布什爾號上的人員，已轉移至該國西南部科倫坡港，該艦將駛往東部的亭可馬里港。 斯里蘭卡總統迪薩納亞克強調，斯方在伊朗與美以的衝突中保持中立，但亦將嚴格履行國際義務，出於人道主義考慮採取必要措施。

美联储古尔斯比：今天的就业报告令人失望。 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。

新的战争险保费从之前的0.25%涨至1%，且每7天续保一次，保费成本或比战前暴涨近十倍 2026年3月2日，商船停泊在阿联酋霍尔木兹海峡附近海域。图：IC PHOTO 【财新网】 影响霍尔木兹海峡复航的一个制约因素——航运战争险费率，有了初步的解决方案；但各家航运公司敢不敢、以及何时开始通行该战区，还有待后续观察。 财新3月6日从几家航运企业获悉，国际保险公司已重新签订进入波斯湾和霍尔木兹海峡的船舶新战争险合同，战争险费率为船体重置价值的1%，并且每7天续保一次——战前，波斯湾的战争险费率仅为0.25%。 新战争险保费或暴涨十倍 “太贵了，如果推算波斯湾码头后续的拥堵情况，因需考虑7天即续保的规则，运一次油的保费就要2%或3%。”一名航企人士称，保险公司会在基础费率上，给每家公司不同的无赔款退费奖励（NCB），“比如你出险情况良好，NCB就会调到0.8%，相当于给一个8折优惠”。

WASHINGTON, March 6 (Reuters) - The National Highway Traffic Safety ‌Administration will hold ‌a national autonomous vehicle safety forum ​that will include the CEOs of self-driving companies Waymo, Zoox and Aurora on ‌Tuesday. The Trump ⁠administration is looking for ways to speed ⁠deployment of robotaxis and address regulatory barriers, while ​also scrutinizing ​safety ​issues. The meeting ‌will include a discussion with Alphabet-unit co-CEO Tekedra Mawakana, Amazon's Zoox CEO Aicha Evans and Aurora CEO ‌Chris Urmson. NHTSA is ​reviewing potential actions ​including "future ​guidance on the ‌safe domestic development, testing, ​and ​deployment" of self-driving vehicles. The day-long session will ​also ‌review the use of remote ​assistance in robotaxis. (Reporting by ​David Shepardson)

The massive boom in AI data centers faces a bottleneck: how do you persuade workers to move to some of the remotest locations in the US for weeks at a time? Enter the mobile housing companies trying to lure construction workers with trailers, steaks and golf. (Source: Bloomberg)

If you haven't already interacted with an artificial intelligence (AI) agent, chances are, your first encounter with one may come sooner than you think, thanks to SoundHound AI (SOUN 1.27%). The company's agentic AI voice system, which is already in use at restaurant chains like Panda Express, IHOP, and Jersey Mike's, not only understands what customers are ordering, but also acts on those requests automatically. And its most recent earnings report shows demand is rising for its technology. Cost-saving technology More companies want to sign deals with SoundHound AI because of how its technology can save them money. On its fourth-quarter 2025 earnings call last month, management noted that one of its clients, a telecommunications business, had shared that it had experienced a 20% decline in labor costs associated with billing disputes after it began using SoundHound AI's agents to analyze invoices and execute adjustments. That's just one example, and more companies from a variety of industries want to put SoundHound AI's tech into action. The company said it inked more than 100 customer deals last quarter, including an eyewear and optical retailer that manages or operates over 700 stores across 40 states. It also signed a New York-based global financial services platform and an insurance asset management company headquartered in Germany. SoundHound AI is not overly reliant on any single client, limiting the downside risk one customer could cause by leaving the company. Management said on the Q4 earnings call that no individual customer had contributed more than 10% of the company's revenue for either the quarter or the year. Meanwhile, the rising demand showed up clearly in its results, with revenue climbing by 59% in Q4 2025 and 99% for the year. Expand NASDAQ : SOUN SoundHound AI Today's Change ( -1.27 %) $ -0.10 Current Price $ 8.16 Key Data Points Market Cap $3.5B Day's Range $ 8.02 - $ 8.32 52wk Range $ 6.52 - $ 22.17 Volume 115K Avg Vol 25M Gross Margin 32.96 %...

Key Points SoundHound AI nearly doubled its revenue in 2025. It added over 100 customers in Q4. The tech company is still unprofitable. 10 stocks we like better than SoundHound AI › If you haven't already interacted with an artificial intelligence (AI) agent, chances are, your first encounter with one may come sooner than you think, thanks to SoundHound AI (NASDAQ: SOUN). The company's agentic AI voice system, which is already in use at restaurant chains like Panda Express, IHOP, and Jersey Mike's, not only understands what customers are ordering, but also acts on those requests automatically. And its most recent earnings report shows demand is rising for its technology. 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 » Cost-saving technology More companies want to sign deals with SoundHound AI because of how its technology can save them money. On its fourth-quarter 2025earnings calllast month, management noted that one of its clients, a telecommunications business, had shared that it had experienced a 20% decline in labor costs associated with billing disputes after it began using SoundHound AI's agents to analyze invoices and execute adjustments. That's just one example, and more companies from a variety of industries want to put SoundHound AI's tech into action. The company said it inked more than 100 customer deals last quarter, including an eyewear and optical retailer that manages or operates over 700 stores across 40 states. It also signed a New York-based global financial services platform and an insurance asset management company headquartered in Germany. SoundHound AI is not overly reliant on any single client, limiting the downside risk one customer could cause by leaving the company. Management said on the Q4earnings callthat no individual customer had contributed more than 10% of the co...

Hewlett Packard Enterprise HPE is scheduled to report first-quarter fiscal 2026 results after market close on March 9, 2026. HPE anticipates revenues to be in the range of $9.0-$9.4 billion for first-quarter fiscal 2026. The Zacks Consensus Estimate is pegged at $9.32 billion, suggesting growth of approximately 18.7% from the year-ago quarter’s reported figure. For the fiscal first quarter, the company expects non-GAAP earnings in the range of 57-61 cents per share. The Zacks Consensus Estimate for HPE’s fiscal fourth-quarter earnings is pegged at 59 cents per share, reflecting a 20.4% increase year over year. The consensus mark for earnings has remained unchanged over the past 30 days. In the trailing four quarters, HPE’s earnings surpassed the consensus estimate in three of the trailing four quarters, while missing the same on one occasion, with an average surprise of 4.3%. Hewlett Packard Enterprise Company Price and EPS Surprise Hewlett Packard Enterprise Company Price and EPS Surprise Hewlett Packard Enterprise Company price-eps-surprise | Hewlett Packard Enterprise Company Quote Factors to Influence HPE’s Q1 Results Hewlett Packard Enterprise’s fiscal first-quarter performance is expected to have been supported by rising demand in Artificial Intelligence (AI) and improving networking market conditions. HPE’s AI-driven networking portfolio is likely to have contributed to the growth of its Intelligent Edge services across campus and branch segments. Growth in Intelligent Edge is likely to have been driven by recovery in the networking market, Wi-Fi 7 adoption and enhancements in Aruba Networking Central. The increasing adoption of the Aruba Edge Services Platform and HPE GreenLake is expected to have driven Hewlett Packard Enterprise’s revenues in the to-be-reported quarter. GreenLake momentum is expected to remain strong during the reported quarter, driven by subscription growth and an expanding customer base, which reached about 46,000 customers by the end of...

Source: Bloomberg, 0:00

Shares of American Express (AXP 3.23%) slipped 12.3% in February, according to data from S&P Global Market Intelligence. A new risk is potentially facing the business -- artificial intelligence (AI) -- which has investors spooked about the future of this credit card giant. The stock is down 20% from its highs, even after announcing strong 2026 earnings guidance and raising its dividend. Here's why American Express stock fell in February, and if now is a good time to buy the dip for your portfolio. Expand NYSE : AXP American Express Today's Change ( -3.23 %) $ -9.94 Current Price $ 297.27 Key Data Points Market Cap $211B Day's Range $ 294.52 - $ 301.42 52wk Range $ 220.43 - $ 387.49 Volume 47K Avg Vol 3.4M Gross Margin 60.65 % Dividend Yield 1.07 % Potential card network disruption There was no internal company news from American Express in February. In fact, it did not produce a single press release on its Investor Relations page. The company reported earnings in January for Q4 2025, producing 16% growth in earnings per share (EPS) in the period. For 2026, it is guiding to 10% revenue growth and EPS of $17.90 or more. So why did the stock fall? Because of a viral article outlining the potential disruption of AI-agentic commerce, which threatens traditional financial services. The theory goes that if an AI agent is left to do your bidding when buying things across the internet, it will look for the cheapest method of payment, which would put American Express cards at a disadvantage. This, in turn, could lead to greater adoption of new payment methods, such as stablecoins. While an interesting idea, this misunderstands the full value proposition of the American Express ecosystem. Through its merchant partnerships, American Express can offer cardmembers a wide range of services, discounts, and other perks, such as Airport lounges, points rewards on travel bookings, and discounts at restaurants. This is not something an AI agent can replicate overnight. Time to buy the ...

Key Points American Express stock fell after a viral article questioned whether AI would disrupt the business. The company continues to deliver strong financial results. Shares of the stock are cheaper today after falling 20% from highs. 10 stocks we like better than American Express › Shares of American Express (NYSE: AXP) slipped 12.3% in February, according to data from S&P Global Market Intelligence. A new risk is potentially facing the business -- artificial intelligence (AI) -- which has investors spooked about the future of this credit card giant. The stock is down 20% from its highs, even after announcing strong 2026 earnings guidance and raising its dividend. Here's why American Express stock fell in February, and if now is a good time to buy the dip for your portfolio. 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 » Potential card network disruption There was no internal company news from American Express in February. In fact, it did not produce a single press release on its Investor Relations page. The company reported earnings in January for Q4 2025, producing 16% growth in earnings per share (EPS) in the period. For 2026, it is guiding to 10% revenue growth and EPS of $17.90 or more. So why did the stock fall? Because of a viral article outlining the potential disruption of AI-agentic commerce, which threatens traditional financial services. The theory goes that if an AI agent is left to do your bidding when buying things across the internet, it will look for the cheapest method of payment, which would put American Express cards at a disadvantage. This, in turn, could lead to greater adoption of new payment methods, such as stablecoins. While an interesting idea, this misunderstands the full value proposition of the American Express ecosystem. Through its merchant partnerships, Americ...

Israel’s military said on Friday it had struck and destroyed the underground military bunker intended for use by Iran’s slain supreme leader Ali Khamenei. The underground complex is located beneath Iranian government buildings in central Tehran, the Israel Defense Forces (IDF) said in a statement. Spokesman Effie Defrin described the destruction of the bunker as another blow to Iran’s hardline Islamic leadership. Advertisement Khamenei was killed last Saturday during the opening salvo of Israeli and US air strikes on Iran. The Pentagon has since said it was an Israeli strike that killed him, while US President Donald Trump has said it was in part thanks to US intelligence. Sri Lanka rescues Iranian sailors after US torpedo sinks frigate Sri Lanka rescues Iranian sailors after US torpedo sinks frigate Senior members of Iran’s leadership used the underground facility after the strike that killed Khamenei.

Electronic warfare in the Persian Gulf is pummeling one of the world’s most critical economic chokepoints, disrupting navigation and increasing the risk of maritime collisions. Shipping traffic through the Strait of Hormuz, a bottleneck between the United Arab Emirates and Iran through which much of the world’s oil and LNG trade flows, has collapsed due to the US and Israel’s war against the government in Tehran. Missiles and drone strikes, which have resulted in eight attacks and multiple fatalities on oil tankers in the Persian Gulf, are the biggest threat and primary reason that traffic has fallen off. But widespread signal jamming – in which attackers use electronic interference techniques to scramble Global Positioning Systems – has made safe navigation through that war zone even more difficult. Jamming began immediately at the outset of the conflict and has impacted over 1,100 ships in the Persian Gulf in recent days, according to the maritime intelligence firm Windward. Along with GPS technology, jamming also impacts automatic identification systems, or AIS, which are crucial for navigation. Multiple vessels in the area have been physically attacked. In a small and confined environment like the Strait of Hormuz, the immediate impact has been dramatic. Ship-tracking data compiled by Bloomberg show traffic has dropped by more than 95%, as major crude carriers and LNG tankers steer clear of the area. The handful of vessels still departing the Gulf are doing so with location transponders turned off, a tactic often used in high-risk waters. Traffic through the waterway was just five vessels on March 4, compared to 120 maritime crossings on Feb. 26, according to Windward. Only one of those recent crossings is identified as a cargo ship. President Donald Trump said this week that the US Navy will escort oil and LNG cargoes through the strait if necessary. Read More: Iran War Oil Shock Threatens to Unleash Wave of Global Inflation With reduced capabilities, ships are...

Iran will not take part at the Milan-Cortina Winter Paralympics, the International Paralympic Committee (IPC) has announced. The IPC said the solitary athlete who was preparing to represent the nation at the Games "cannot travel safely to Italy" because of the ongoing conflict in the Middle East. Cross-country skier Aboulfazl Khatibi Mianaei's withdrawal was confirmed on Friday,, external a few hours before the Games' opening ceremony in Verona. IPC president Andrew Parsons said it was "really disappointing for world sport and especially for Aboulfazl" that he would be unable to take part in the Games. Parsons said: "Since the conflict began on Saturday, the IPC and the Milan-Cortina 2026 organising committee have been working tirelessly behind the scenes with the NPC [national Paralympic committee] and national ski federation to find alternative routes for the safe passage of the Iran delegation to the Games. "However, with the conflict ongoing across the Middle East, the risk to human life is too high." The Middle East has been plunged into crisis, following joint US-Israeli attacks on Iran targeting the country's missile infrastructure, military sites and leadership. Tehran, in response, has launched strikes across the region, including on Israel. Residents in Tehran on Friday said they had experienced the "worst night" of Israeli strikes so far – with the US saying attacks are set to intensify. A fresh wave of strikes was also launched on Beirut, Lebanon overnight, the Israel Defense Forces said, while Gulf nations, including Saudi Arabia, Qatar and Bahrain, reported intercepting Iranian attacks. The IPC's Parsons said dialogue with Iran's sporting federations had "not been easy" with "communication systems down" across much of the country. He added: "To not compete at a Paralympic Winter Games because of factors outside of his control after years of training and dedication is heart-breaking for the athlete and our sympathies are with Aboulfazl at this difficult...