摩根士丹利 将裁掉约3%的员工，此次全球裁员将影响其投资银行和交易业务，以及财富和资产管理业务的员工。 因涉及非公开信息要求匿名的知情人士表示，此次裁员涉及前台和后台员工。该人士表示，裁员与个人绩效有关，同时也反映了业务重点和办公地点策略的调整。 摩根士丹利过去一年全年净利润创下纪录，并将首席执行官Ted Pick薪酬上调32%。对于这家约有83，000名员工的公司而言，此次裁员规模接近2500人。 责任编辑：王永生

Goldman Sachs Chair and CEO David Solomon says he is surprised by the benign reaction to the Iran attacks but doesn't see complacency in the markets during an interview with Haidi Stroud-Watts on "Bloomberg: The Asia Trade." (Source: Bloomberg)

WSJ's Nicole Nguyen breaks down the pros and cons of Apple's new iPhone 17e and the Macbook Neo, and how they compare to previous models.

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: With the end-point of the 2025 Q4 earnings season approaching, we can confidently claim that corporate profitability is not only strong but also showing clear signs of improvement in key aspects. The improvement is particularly notable with respect to the revisions trend, with earnings estimates for the current and coming periods steadily moving up. For 2026 Q1, total S&P 500 earnings are currently expected to increase by +11.3% from the same period last year on +8.4% higher revenues. The Tech sector has been a critical growth pillar since 2023 Q3 and is expected to play that role in 2026 Q1 as well, with expected earnings growth of +23.7%. Excluding the Tech sector’s substantial contribution, Q1 earnings growth for the rest of the S&P 500 index would be +5% (vs. +11.3% otherwise). A total of 10 Zacks sectors are expected to enjoy positive earnings growth in 2026 Q1, including the Tech, Finance (+19%), Basic Materials (+14.6%), Autos (+12.9%), and Business Services (+7.3%) sectors. A Favorable Revisions Trend, Driven by the Tech Sector Elevated headline risks resulting from geopolitical turmoil have joined pre-existing worries about the future of software businesses and the seemingly ever-rising spending by the Mag 7 companies. Sentiment as a result has been downbeat on the Mag 7 and software stocks, as the year-to-date performance chart of the Mag 7 stocks, the Zacks Tech sector, the Zacks Finance sector, and the S&P 500 index shows. Image Source: Zacks Investment Research There is a fair amount of overlap between the Mag 7 stocks and the Tech sector, but the Zacks industry classification system places two of the Mag 7 stocks – Amazon AMZN and Tesla TSLA – outside the Tech sector, with Amazon in the Zacks Retail sector and ...

Gold edged higher, as war in the Middle East entered a sixth day with no sign of resolution and concerns about US inflation eased. Bullion was near $5,150 an ounce in early trading, having added 1% in the previous session. Investors are seeking safer assets as US and Israeli forces continue to bomb Iran, and the Islamic Republic fires missiles into several countries in the region and attacks critical energy infrastructure. President Donald Trump expressed confidence in the American military campaign and the US sank an Iranian warship in international waters. Tehran dismissed as “pure falsehood” a report that its Ministry of Intelligence had reached out to Washington to negotiate an end to the conflict. Read More: Trump Says US Doing ‘Very Well’ as Iran War Shakes Region Meanwhile, concerns about inflation were partly soothed by data that showed the US service economy expanded at the fastest pace since mid-2022, powered by robust orders growth and business activity. Spot gold rose 0.3% to $5,154.66 an ounce as of 7:19 a.m. in Singapore. Silver added 0.1% to $83.67. Platinum and palladium both advanced. The Bloomberg Dollar Spot Index , a gauge of the dollar, ended the previous session 0.3% lower.

Riley Exploration Permian, Inc. (REPX) came out with quarterly earnings of $1.35 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.96 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +63.64%. A quarter ago, it was expected that this company would post earnings of $0.97 per share when it actually produced earnings of $0.77, delivering a surprise of -20.62%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Riley Exploration Permian, which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, posted revenues of $97.28 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 11.73%. This compares to year-ago revenues of $102.69 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Riley Exploration Permian shares have added about 11.6% since the beginning of the year versus the S&P 500's decline of 0.4%. What's Next for Riley Exploration Permian? While Riley Exploration Permian has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like th...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国经济数据强劲，同时物价压力有所缓解，暂时盖过了中东局势带来的阴霾 ，美股涨，纳指在科技股支撑下涨超1%。非必需消费品和公用事业板块领涨，而能源和材料板块表现落后，软件股也连续第三日反弹，北美科技软件ETF涨近2%。 美债连跌三日 ，10年期收益率上行3.8基点、2年期收益率走高4.7基点。美元回落0.26%。 加密货币大涨， 比特币涨7.8%，强势突破7.3万美元，以太坊一度暴涨近12%。 贵金属小幅上涨， 黄金涨1% ，位于5140美元附近。 现货白银冲高回落后涨1.78%。 贝森特承诺护航波斯湾， 美伊战争爆发后油价盘中首现回落 ，不过最终仍上涨。 亚洲时段，沪指跌1%失守4100点，中石油成A股流通市值冠军，电网设备逆势大涨，恒指跌超2%，科网股普跌。 要闻 中国 全国政协十四届四次会议 开幕， 习近平 等党和国家领导人出席开幕会。 人大记者会 ： 科技发展关键在于核心技术自主可控，坚持扩大内需，将制定托育服务法。 中国2月官方制造业PMI 49，非制造业PMI 49.5。 中 国2月RatingDog制造业PMI 大幅升至52.1，内外需齐发力， 新出口订单增速创逾五年新高。 中远海运 ：中东冲突升级， 即日起暂停相关航线新订舱业务 。 沐曦股份 Q1营收同比预增25%-87%， 扣非净利润亏损收窄 4.00%-77.14%。 海外 美国参议院 未通过叫停特朗普打击伊朗的投票 。 美防长 称 美伊冲突或持续八周或更长 ， 伊朗 否认寻求谈判 ， 王毅 称中国将派中东问题特使赴地区斡旋。 伊朗确定最高领袖候选人 ， 以色列 ：任何新领袖都将成为“清除目标”。 美国弹药 库存告急 ，特朗普本周将召集军工巨头赴白宫，讨论加快武器生产。霍尔木兹之后， 地中海 也有油轮被炸 。 美国财长贝森特 ： 15%全球关税或本周落地，承诺护航波斯湾 ，暗示更多措施将至。航运业质疑护航承诺。 中东冲突致迪拜航班停飞，全球20% 黄金 物流或要中断 ， 白银 也受冲击。 美军 被曝使用 Claude AI 空袭伊朗，负责情报评估与目标识别， 专家发出严厉警告。 普京 称 考虑主动给欧洲断气 ，俄依然是所有伙伴可靠的能源供应国。 美国2月ADP 就业人数 增加6.3万 ，为三个月来最高。 美国2月I...

3月3日，南方畅利定期开放发放现金红利。该基金本次分红方案为1.6元/10份基金份额，基金基准日份额超73亿份，意味着此次分红总金额约为11.7亿元。南方畅利定期开放由此成为年内又一只单笔分红超过10亿元的基金。记者注意到，开年以来已有5只基金的单笔分红总金额超过10亿元。具体来看，除了南方畅利定期开放以外，华泰柏瑞沪深300（399300）ETF分红超98亿元，易方达沪深300（399300）ETF分红超45亿元，南方中证500（399905）ETF、南方中证1000（399852）ETF的单笔分红也均超过10亿元。从分红比例来看，不少基金的分红力度较大。例如，兴全可持续投资三年定开分红比例高达19.4%，工银全球配置、东吴嘉禾优势A、国泰金马稳健回报A等产品的分红比例均超过10%。(人民财讯)

Image source: The Motley Fool. Wednesday, Mar. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Arun Narayanan Chief Financial Officer — Brian Musfeldt Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $156,000,000, representing 8% year-over-year growth. -- $156,000,000, representing 8% year-over-year growth. Software, Services, and Edge Hardware Revenue -- $141,000,000, up 25% year over year, with more than 55% of total revenue from these sources. -- $141,000,000, up 25% year over year, with more than 55% of total revenue from these sources. Battery Hardware Resale Revenue -- $15,000,000 for the year, reflecting the strategic shift away from low-margin sales. -- $15,000,000 for the year, reflecting the strategic shift away from low-margin sales. Annual Recurring Revenue (ARR) -- $61,000,000 at year-end, increasing 16% year over year and 1% sequentially; PowerTrack contributed $41,000,000 in ARR after adding $7,000,000. -- $61,000,000 at year-end, increasing 16% year over year and 1% sequentially; PowerTrack contributed $41,000,000 in ARR after adding $7,000,000. GAAP Gross Margin -- 38% for the full year, a company record. -- 38% for the full year, a company record. Non-GAAP Gross Margin -- 46% for the full year, also a record, driven by improved revenue mix and margin expansion. -- 46% for the full year, also a record, driven by improved revenue mix and margin expansion. Adjusted EBITDA -- $7,000,000, delivering the company’s first full-year positive result, and achieving three consecutive profitable quarters. -- $7,000,000, delivering the company’s first full-year positive result, and achieving three consecutive profitable quarters. Operating Cash Flow -- Positive $7,000,000 for the full year, representing the company’s first positive result and driven partly by DevCo asset sales and working capital movement. -- Positive $7,000,000 for the full year, representing the company’s first positive resul...

Broadcom Inc. (NASDAQ:AVGO) Reports Q1 2026 Revenue Beat and Positive Guidance, Stock Rises ChartMill

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Earnings Call Insights: Pulmonx Corporation (LUNG) Q4 2025 Management View CEO Glendon French noted, “During the past few months, Derrick and I have taken a deliberate bottom-up approach to assess the business, building on what's working, addressing what isn't and better aligning our spending with our strategic goals.” French highlighted that Pulmonx has realigned its cost structure, prioritized high-return programs, and emphasized a renewed focus on U.S. sales growth, expansion of clinical initiatives, and maintaining financial leverage to move toward profitability. French detailed operational missteps in 2025, including “the U.S. sales organization was stretched across too many competing initiatives,” disruptive changes to Territory Manager roles, and suboptimal sales incentives, leading to significant turnover. He announced changes including direct oversight of U.S. sales by the CEO, new leadership in clinical affairs to accelerate AeriSeal’s CONVERT II trial, and a refined commercial strategy centered on key treating physicians and operational excellence in established centers. French stated, “We have much greater visibility into what went wrong last year, and we have already begun taking decisive action to fix it.” CFO Derrick Sung reported, “We recently executed a cost restructuring initiative that reduced our ongoing operating expenses by over 10%.” Sung also referenced a $60 million credit facility with a 5-year interest-only structure, which “meaningfully strengthens our balance sheet by extending the maturity of our existing debt out to 2031 and by providing us with access to additional undrawn capital.” Outlook Pulmonx expects full year 2026 revenue in the range of $90 million to $92 million, anticipating a return to year-over-year growth in both U.S. and international businesses in the back half of the year. The company expects gross margin for 2026 to be approximately 75%, with operating expenses forecasted between $113 million and $115 million, inclusi...

Erik Isakson/DigitalVision via Getty Images March 4th was a really difficult day for shareholders of Mayville Engineering Company, Inc. ( MEC ). In late afternoon trading, the stock was down 10.5%. This came after management announced financial results for the final quarter of the company's 2025 fiscal year and expectations for 2026. Even though management pointed out that growth lies ahead for 2026, reversing a rather difficult 2025 fiscal year, shares of the company pulled back because earnings per share and adjusted earnings per share both fell short of expectations. This is disappointing, to say the least. However, this does not change the fact that I am incredibly bullish about the company. Over time, that bullishness has paid off. Since I last wrote about the company in an article in November of this year, reaffirming it as a Strong Buy play, the stock has risen 31.5%. That is drastically higher than the 3.5% increase that the S&P 500 ( SP500 ) saw. And since I originally upgraded it to a Strong Buy in May of 2024, the stock is up 46.9%. Over that same time frame, the market is up a more modest, but still impressive, 33.5%. Looking at the data that management made available, I can understand why market participants might have been a bit turned off. In some respects, financial performance worsened, particularly when it came to the bottom line. But it's important to be mindful of what the future holds. The data provided by management indicates growth in revenue as well as improvements in profitability. And given the catalysts that the company has at its disposal, I am inclined to agree that further expansion from this point on is probable. Add on top of this how cheap shares are on both an absolute basis and relative to other similar companies, and I believe that maintaining it as a Strong Buy candidate makes all the sense in the world. A Great Play At A Great Price To be perfectly honest with you, the final quarter of 2025 was something of a mixed bag for Mayvi...

格隆汇3月5日｜据证券日报，2026年以来，北京证券交易所新股发行审核保持常态化推进，智能制造、汽车零部件、高端装备等科技领域企业密集推进上市进程。3月4日，海菲曼登陆北交所。此外，本周内，还有2只新股提交注册；据北交所最新披露，3月5日将召开两场上市委审议会议，乔路铭、德硕科技将上会。

Luis Alvarez/DigitalVision via Getty Images After the bell on Wednesday, we received fiscal fourth quarter results from ChargePoint Holdings, Inc. ( CHPT ) for its January-ending period. The charging company has consistently failed to meet long-term revenue growth estimates, sending shares sharply lower over time. The company did end up beating Q4 top-line expectations and improving its balance sheet during the quarter. However, a very soft revenue forecast and some significantly favorable working capital changes diminished what could have been meaningful progress. Previous Coverage Of The Name The last time I covered ChargePoint was back in December, right after the company's fiscal Q3 report. That was one of the company's better reports in some time, as there wasn't a lot of major bad news announced. While things looked like they may be about to turn around, investors haven't exactly bought in since, with the stock down more than 37% to Wednesday's close, while the S&P 500 was basically flat over that time. A Look At The Q4 Report For the final quarter of its fiscal year 2026, ChargePoint announced revenues of $109.3 million. This number was up 7% over the prior year period, and it beat street estimates by more than $4.4 million. The company saw more than 9.5% growth in its Network Charging Systems segment, while Subscription revenue was up almost 11%. Other revenues took a more than 16% tumble. This was the company's 5th revenue beat in the last 6 quarters, although a number of those beats have come due to significantly reduced street estimates. ChargePoint saw a 3% gross margin improvement on both a GAAP and non-GAAP basis over the prior year period, mainly due to higher margin subscription revenues becoming a larger portion of the revenue total. However, operating expenses were also up, so despite the revenue jump, the operating loss didn't even decline by $2 million, coming in at nearly $53 million for the quarter. The net loss showed a bit more improvement, b...

文章提及标的 摩根士丹利 -- 当地时间周三(4日)，媒体援引消息人士的话称，摩根士丹利（MS）将在全球范围内裁员2500人，约占员工总数的3%，涉及投行、交易和财富管理等核心部门。(第一财经)

英伟达（NVDA）CEO黄仁勋周三在摩根士丹利（MS）科技、媒体与电信会议上表示，随着OpenAI准备上市，该公司近期对这家AI初创企业300亿美元的投资“可能是最后一次”。同时，英伟达（NVDA）对OpenAI竞争对手Anthropic的100亿美元投资亦是如此。英伟达（NVDA）这笔投资是上周五这家初创公司宣布的1100亿美元融资轮的一部分。该轮融资还包括来自亚马逊（AMZN）的500亿美元承诺和来自软银的300亿美元承诺。OpenAI表示，作为协议的一部分，公司在英伟达（NVDA）用于AI数据中心的Vera Rubin系统上，获得了30亿瓦的专用推理计算能力和20亿瓦的训练计算能力。(第一财经)

加快推动医疗AI场景化落地已成行业核心任务 【财新网】 从服务于患者的AI问诊，到面向医生的AI读片、辅助诊断，医疗机构对医疗AI展现出巨大热情的同时，仍面临医疗数据不出院、应用场景与基层诊疗需求不适配等现实阻碍。（参见财新报道《 AI看病第一步 》《 AI医疗不再遥远，拓展应用如何提速？ 》《 医疗AI迎新政 5年内基层AI辅诊全覆盖 》《 人工智能进入医疗机构探路中，如何理性部署？ 》） 在3月3日，由中国医药卫生行业25家协（学）会共同主办的2026“声音·责任”医药卫生界人大代表政协委员座谈会（以下简称“座谈会”）上，医疗AI成为会场高频词。与会代表委员在发言中提到，加快推动医疗AI场景化落地已成行业核心任务，各家医院均积极布局。

Getty Images/Getty Images Entertainment Morgan Stanley ( MS ) is eliminating roughly 3% of its global workforce, or about 2,500 jobs, The Wall Street Journal reported Wednesday, citing people familiar with the matter. Shares of Morgan Stanley ( MS ) have risen about 38% in the past 12 months. The layoffs are affecting employees across the bank’s three main business units: investment banking and trading, wealth management and investment management. The reductions reflect a combination of evolving business priorities, geographic adjustments and individual performance considerations. The cuts are taking place in both the U.S. and international offices. Many of the job reductions occurred Wednesday, though the process began last week, the Journal reported. Morgan Stanley has conducted several rounds of staff reductions in recent years. Within the wealth-management unit, the layoffs include private bankers and certain operational roles. Some affected employees were involved in providing mortgages and related lending services to wealthy clients. The staffing changes come after a strong financial year for the firm. Morgan Stanley ( MS ), which employs roughly 83,000 people, reported record annual revenue in 2025 from its investment banking and trading business as well as from its wealth-management division. Industrywide, large financial institutions experienced one of their strongest years in 2025, fueled by a rebound in corporate dealmaking, active trading during volatile markets and continued spending by wealthy clients. Morgan Stanley’s ( MS ) wealth-management unit, which typically generates close to half of the firm’s overall revenue, reported a 13% increase in revenue in the fourth quarter. The layoffs also come amid a broader wave of white-collar job cuts across corporate America. Many companies have pointed to productivity gains from artificial intelligence as a factor behind workforce reductions. Last month, Jack Dorsey said Block ( XYZ ) would cut about 40% of it...

在股市震荡、理财产品收益下行的背景下，攻守兼备的“固收+”基金正成为居民资产配置新宠。记者从业内了解到，开年以来，资金涌入“固收+”基金的势头迅猛，且不同于以往机构资金为申购主力，普通个人投资者正成为“固收+”基金新的“金主”，居民存款搬家提速的趋势十分明显。（人民财讯）

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Image source: The Motley Fool. Wednesday, March 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Jim Labe President and Chief Investment Officer — Sajal K. Srivastava Chief Financial Officer — Mike L. Wilhelms Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Investment Portfolio at Fair Value -- $784,000,000, up 16% from $676,000,000 year over year. -- $784,000,000, up 16% from $676,000,000 year over year. Net Asset Value -- Increased to $8.73 per share from $8.61 per share year over year. -- Increased to $8.73 per share from $8.61 per share year over year. Debt Commitments Closed -- $508,000,000 for 2025, up from $175,000,000 in 2024, and the highest origination activity in over two years. -- $508,000,000 for 2025, up from $175,000,000 in 2024, and the highest origination activity in over two years. New Fundings -- $287,000,000 to 31 companies, more than double the $135,000,000 to 13 companies in 2024. -- $287,000,000 to 31 companies, more than double the $135,000,000 to 13 companies in 2024. Weighted Average Annualized Portfolio Yield (Full Year) -- 13.7%, compared to 15.7% in the prior year, with the decrease attributed to lower interest rates and a portfolio shift toward higher-quality, lower-yield borrowers. -- 13.7%, compared to 15.7% in the prior year, with the decrease attributed to lower interest rates and a portfolio shift toward higher-quality, lower-yield borrowers. Debt Repayments and Amortizations -- $212,000,000 for the year, resulting in a net increase of approximately $85,000,000 in the debt portfolio at cost. -- $212,000,000 for the year, resulting in a net increase of approximately $85,000,000 in the debt portfolio at cost. Term Sheets Signed by Sponsor -- $1,200,000,000 in 2025, up more than 60% from $736,000,000 in fiscal year 2024. -- $1,200,000,000 in 2025, up more than 60% from $736,000,000 in fiscal year 2024. Warrants and Equity Positions -- Held in 118 companies (warrants), up from 98, and 55...

推荐：中石油超越农业银行 重回A股市值第一；韩国股市单日暴跌12.06% 韩政府拟100万亿韩元救市 早上好，今天是3月5日星期四。过去24小时，哪些财经新闻对普通人影响更大，未来又有什么焦点事件被市场密切关注，早知道栏目从新闻汇总到快速解读，为你一网打尽。 24小时热点 十四届全国人大四次会议将于今日上午开幕 ，3月12日下午闭幕，会期共8天，安排3次全体会议，大会议程共十一项>> 国新办定于今日上午11:30举行吹风会，邀请《政府工作报告》起草组负责人解读报告并答记者问。 今年发展目标与重点任务如何定调？ 权威解读速看 。 截至4日收盘，中国石油报收13.24元/股，涨0.68%， A股市值超21438.48亿元，反超农业银行，重回第一 。此前3月2日、3月3日，中石油A股连续两日报收涨停，A+H股总市值重返2万亿上方，创出2008年6月以来新高。 以色列国防部长卡茨威胁称， 伊朗任何新任最高领袖都将成为 “清除目标” 。据伊朗媒体4日报道， 伊 朗已确定最高领袖的几位候选人 。 伊朗法尔斯通讯社消息称， 最高领袖选举可能

Monty Rakusen/DigitalVision via Getty Images Shares of Loar Holdings Inc. ( LOAR ) h ave been trading stagnant, to put it mildly, all while the company sees continued operating momentum and continues to employ M&A as an additional source of growth. Founded 14 years ago to create an M&A growth-induced compounder in aerospace with a focus on proprietary products, Loar has been quite a success story. M&A is a crucial part of this, and while that can work out just fine, even if dilution is incurred, recent M&A deals are dilutive to earnings due to an effective 8% cost of debt. That feels a bit like a stretch, and with the company starting the year with another substantial acquisition, I would urge a more moderated pace, as the current trajectory is dilutive, while overall valuations remain very demanding. Adding Harper In January, Loar announced a $250 million cash deal to acquire Harper Engineering Company. Founded in 1968, Harper is a leading manufacturer of mechanically engineered devices for aircraft interiors. The company employs some 85 workers in the Seattle region, providing quality latching and securing mechanisms applied to various commercial platforms. Unfortunately, no financial details have been announced, apart from the statement that the company sees tax benefits of around $30 million in connection to the transaction. This deal actually follows the closing of the LMB Fans & Motors acquisition, a EUR 367 million deal that closed a few days before 2025 ended. That purchase is seen as adding about $60 million in sales and $30 million in adjusted EBITDA this year. A Solid 2025 Following the dealmaking spree, Loar announced its 2025 results toward the end of February. Revenues rose some 23% to $496 million for the year, split pretty evenly by a combination of organic and acquired growth, as organic growth rates were reported at rates just over 12%. GAAP operating profits of $106 million were very solid, for margins in the low 20s. GAAP earnings of $72 million ...

当地时间3月4日，美国移民与海关执法局（ICE）证实，得克萨斯州埃尔帕索布利斯堡基地的东蒙大拿营移民拘留中心暴发麻疹疫情。已确诊至少14例病例，相关人员已被隔离，设施目前暂停访客和律师进入。另据了解，美国疾病控制与预防中心（CDC）工作人员将于下周前往南卡罗来纳州，协助当地遏制该州数十年来规模最大的麻疹疫情。（央视新闻）

花旗将伦敦金属交易所（LME）0-3个月铝期货价格目标从每吨3400美元上调至3600美元，并表示，在牛市情景下，价格可能攀升至每吨4000美元。花旗指出，伊朗冲突爆发后的供应中断是促使其上调价格预期的主要原因。 花旗表示：“目前，海湾地区两家铝生产商已确认不可抗力，这标志着供应中断已从风险阶段转变为实际发生阶段。” 周三，伦敦金属交易所的基准三个月期铝价触及近四年来的最高点，此前巴林铝业公司（Alba）停止了发货，这加剧了人们对中东冲突对这种广泛用于建筑、运输和包装的金属供应的影响的担忧。 拥有中国以外全球最大铝冶炼厂的Alba周三宣布遭遇不可抗力，并警告部分客户，由于无法通过霍尔木兹海峡，货物运输将出现延误。 连接伊朗和阿曼的霍尔木兹海峡运输量约占全球石油消费量的五分之一，在伊朗对美国和以色列发动报复性袭击后，该地区的船只遭到袭击，导致经由该海峡的航运几乎停滞。 花旗表示，由于航运和保险方面的问题，冲突的影响可能会持续更长时间。即使部分运输恢复，集装箱运输的初级金属和增值产品的正常化速度也可能比油轮运输慢得多。 花旗还指出，设施或电解槽生产线存在不稳定的风险，这可能导致重启时间推迟数月。 与此同时， 高盛 周一表示，如果该地区的供应中断一个月，铝价可能触及每吨3600美元。 责任编辑：于健 SF069

财联社3月5日讯，今日无新股申购；有1只新股上市，为北交所的通领科技。 今日上市新股 通领科技为汽车内饰件国家级“小巨人”， 公司主要从事汽车内饰件的研发、生产及销售，主要产品包括门板饰条、主仪表饰板、中控饰板等，主要应用于乘用车领域。公司已经进入了诸如一汽大众、北美大众、北美通用、上汽大众、上汽通用、比亚迪等30余家国内外主机厂的供应链体系。2025年获得了“国家级专精特新小巨人企业”等称号。 公司2023-2025年营业收入分别为10.13亿元、10.66亿元、9.71亿元；净利润分别为1.12亿元、1.31亿元、1.48亿元。

Alphabet Inc. (NASDAQ:GOOG - Get Free Report) CAO Amie Thuener O'toole sold 955 shares of Alphabet stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $298.00, for a total transaction of $284,590.00. Following the completion of the transaction, the chief accounting officer directly owned 9,918 shares in the company, valued at $2,955,564. This represents a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Amie Thuener O'toole also recently made the following trade(s): On Monday, February 2nd, Amie Thuener O'toole sold 933 shares of Alphabet stock. The shares were sold at an average price of $336.55, for a total value of $314,001.15. On Monday, December 15th, Amie Thuener O'toole sold 2,778 shares of Alphabet stock. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Get Alphabet alerts: Sign Up Alphabet Price Performance GOOG stock traded down $0.11 during midday trading on Wednesday, reaching $303.45. The stock had a trading volume of 19,955,847 shares, compared to its average volume of 23,095,281. The company has a market cap of $3.67 trillion, a price-to-earnings ratio of 28.07, a price-to-earnings-growth ratio of 1.79 and a beta of 1.10. The company's fifty day simple moving average is $321.14 and its 200 day simple moving average is $285.34. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $350.15. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet (NASDAQ:GOOG - Get Free Report) last posted its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating analysts' consensus estimates of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion for the quarter, compared to the consensus e...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Astera Labs stock: setting the scene Astera Labs (ALAB) has drawn investor attention recently, with the stock closing at US$113.77 and showing a mix of shorter term declines and a 65.9% total return over the past year. See our latest analysis for Astera Labs. Recent trading has been choppy, with a 3.6% 1 day share price gain set against a 25.4% 90 day share price decline. At the same time, the 1 year total shareholder return of 65.9% still points to earlier strong momentum that now appears to be cooling. If Astera Labs has you thinking about where AI infrastructure demand could lead next, it may be worth scanning 34 AI infrastructure stocks as another way to spot ideas in this corner of the market. With Astera Labs reporting US$852.525 million in revenue and US$219.134 million in net income, yet trading about 20% below analyst price targets, you have to ask: is this a genuine opening, or is the market already banking on future growth? Most Popular Narrative: 44.4% Undervalued Astera Labs' most followed narrative points to a fair value of $204.47 against the last close of $113.77, a wide gap that hinges on ambitious growth and margin assumptions. Strong early engagement with hyperscalers and AI platform providers on open, interoperable standards like UALink (which are still in the early adoption phase with projected ramp in 2027 and beyond) enables Astera Labs to capture the industry's shift toward open, multi-vendor AI Infrastructure 2.0. This ensures exposure to significant long-term market expansion and incrementally larger addressable markets, which in turn positively impacts revenue growth rates and future margin potential as adoption accelerates. Read the complete narrative. Want to see what kind of revenue curve and profit profile need to line up for that valuation gap to close? The narrative leans on aggressive top line...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Astera Labs stock: setting the scene Astera Labs (ALAB) has drawn investor attention recently, with the stock closing at US$113.77 and showing a mix of shorter term declines and a 65.9% total return over the past year. See our latest analysis for Astera Labs. Recent trading has been choppy, with a 3.6% 1 day share price gain set against a 25.4% 90 day share price decline. At the same time, the 1 year total shareholder return of 65.9% still points to earlier strong momentum that now appears to be cooling. If Astera Labs has you thinking about where AI infrastructure demand could lead next, it may be worth scanning 34 AI infrastructure stocks as another way to spot ideas in this corner of the market. With Astera Labs reporting US$852.525 million in revenue and US$219.134 million in net income, yet trading about 20% below analyst price targets, you have to ask: is this a genuine opening, or is the market already banking on future growth? Most Popular Narrative: 44.4% Undervalued Astera Labs' most followed narrative points to a fair value of $204.47 against the last close of $113.77, a wide gap that hinges on ambitious growth and margin assumptions. Strong early engagement with hyperscalers and AI platform providers on open, interoperable standards like UALink (which are still in the early adoption phase with projected ramp in 2027 and beyond) enables Astera Labs to capture the industry's shift toward open, multi-vendor AI Infrastructure 2.0. This ensures exposure to significant long-term market expansion and incrementally larger addressable markets, which in turn positively impacts revenue growth rates and future margin potential as adoption accelerates. Read the complete narrative. Want to see what kind of revenue curve and profit profile need to line up for that valuation gap to close? The narrative leans on aggressive top line...