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[国信证券]2026年政府工作报告解读:力争实现更好结果

东方财富 📅 03/05 00:00
会议: 3月5日上午9时,十四届全国人大四次会议开幕会在北京人民大会堂举行,习近平等党和国家领导人出席大会。国务院总理李强代表国务院,向十四届全国人大四次会议作政府工作报告。 解读: 摘要 今年政府工作报告在总体目标设定上,延续了中央经济工作会议“着力推动高质量发展”优先于“稳中求进”的顺序,彰显发展质量的更高权重。据此,GDP增长目标下调至4.5%-5.0%区间。这一调整有助于在供需失衡、外扰内...

美国“小非农”增6.3万高于预期 释放劳动力市场趋稳迹象

财联社 📅 03/04 23:59
财联社3月4日讯(编辑 赵昊) 最新发布的“小非农”强于预期,反映美国劳动力市场出现了一定的企稳迹象。 周三(3月4日)美股盘前,美国自动数据处理公司(ADP)发布的数据显示,2月私营部门增加6.3万个就业岗位,创去年8月以来的最高水平,高于市场先前预期的5万个,但1月数据从2.2万个下修至1.1万个。 分项数据显示,整个货物工业类别总共增加了1.6万人,其中建造业增加了1.9万人,自然资源和采矿...

格隆汇3月4日|欧盟外交与安全政策高级代表卡拉斯:伊朗的策略是制造混乱。伊朗政权正在为其自身的灭亡奠定坚实基础,没有人能预测战争将走向何方。

格隆汇 📅 03/04 23:59
格隆汇3月4日|欧盟外交与安全政策高级代表卡拉斯:伊朗的策略是制造混乱。伊朗政权正在为其自身的灭亡奠定坚实基础,没有人能预测战争将走向何方。

格隆汇3月4日|伊朗外交部长:伊朗的袭击行动仅针对美国利益。

格隆汇 📅 03/04 23:58
格隆汇3月4日|伊朗外交部长:伊朗的袭击行动仅针对美国利益。

Vopak将南非液化天然气项目投资决定推迟至2028年

新浪 📅 03/04 23:58
荷兰罐区储存和码头运营商Vopak公司高管奥利弗·奈杜表示,该公司已将对南非首个液化天然气终端的最终投资决定推迟到2028年。 9月份的一项法院裁决叫停了南非国家电力公司在理查兹湾建设一座3000兆瓦燃气电站的计划。这拖慢了项目进展。 奥利弗·奈杜在一个能源会议上表示,他正在“等待观察南非国家电力公司将如何推进,并刚刚延长了我们的前端工程设计前研究。” 他说,公司预计将在2028年第一季度准备好做...

Only Eight Dow Components With Recent Insider Buying, JNJ is One of Them

Nasdaq 📅 03/04 23:57
The officers and directors of a company tend to have a unique inside view into the business, so when these insiders make purchases, investors are wise to take notice. Presumably the only reason for a company insider to choose to take their hard-earned cash and use it to buy stock in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see e...

Rexford Industrial Realty Named Top Dividend Stock With Insider Buying and 4.68% Yield (REXR)

Nasdaq 📅 03/04 23:57
In this series, we look through the most recent Dividend Channel ''DividendRank'' report, and then we cherry pick only those companies that have experienced insider buying within the past six months. The officers and directors of a company tend to have a unique insider's view of the business, and presumably the only reason an insider would choose to take their hard-earned cash and use it to buy st...

Clorox (CLX) Shares Cross Below 200 DMA

Nasdaq 📅 03/04 23:57
In trading on Wednesday, shares of Clorox Co (Symbol: CLX) crossed below their 200 day moving average of $117.88, changing hands as low as $116.66 per share. Clorox Co shares are currently trading off about 3.5% on the day. The chart below shows the one year performance of CLX shares, versus its 200 day moving average: Looking at the chart above, CLX's low point in its 52 week range is $96.6601 pe...

A Biden-era rule sought to stabilize child care. Why Trump wants it gone

NPR News 📅 03/04 23:57
A Biden-era rule sought to stabilize child care. Why Trump wants it gone toggle caption Nadezhda1906/Getty Images Winter can be especially challenging for Michelle Wright, owner of Michelle's Place Child Care Center, with two locations in southwestern Illinois, across the Mississippi River from St. Louis. Seasonal illnesses and bad weather often keep kids home. On certain days, Wright finds hersel...

NVIDIA (NVDA) Rises as Billionaire Investor Buys 1 Million Shares - GuruFocus

Google 📅 03/04 23:57 NVDA.O
NVIDIA (NVDA) Rises as Billionaire Investor Buys 1 Million Shares GuruFocus

Oracle (ORCL): RBC Capital Lowers Price Target but Maintains Rat - GuruFocus

Google 📅 03/04 23:57 ORCL.O
Oracle (ORCL): RBC Capital Lowers Price Target but Maintains Rat GuruFocus

特朗普表态支持数字资产市场结构法案,Coinbase领涨加密股

新浪 📅 03/04 23:57
周三,美国总统唐纳德・特朗普公开力挺加密行业与 美国银行 就 收益型稳定币 展开的博弈,叠加比特币反弹带来的利好,Coinbase 及其他加密货币公司股价大幅飙升。 Coinbase 股价最新涨幅超 12%;Strategy、 Circle 等其他数字资产公司股价分别上涨 9% 和近 6%。与此同时, 摩根大通 、美国银行股价跌幅均不足 1%。 特朗普周二晚间在社交媒体发文称:“ 《天才法案》(G...

ATR Crosses Below Key Moving Average Level

Nasdaq 📅 03/04 23:57
In trading on Wednesday, shares of AptarGroup Inc. (Symbol: ATR) crossed below their 200 day moving average of $156.51, changing hands as low as $154.92 per share. AptarGroup Inc. shares are currently trading off about 1.2% on the day. The chart below shows the one year performance of ATR shares, versus its 200 day moving average: Looking at the chart above, ATR's low point in its 52 week range is...

Ohio Catholic College Facing Deficits Misses March Bond Payment

Bloomberg 📅 03/04 23:57
Ohio Dominican University didn’t make a bond payment due on March 1 — the latest sign of the school’s financial woes. The missed payment comes as the Columbus, Ohio-based private Catholic liberal arts university has been confronting deficits for years. UMB Bank, the trustee for bondholders, disclosed the missed payment in a Monday regulatory filing . Since 2021, enrollment has dropped about 15% to...

Palantir Stock Technical Ratings Improve Amid Defense Sector Rally

Yahoo 📅 03/04 23:57 PLTR.O
Palantir limbed on Wednesday as defense stocks rallied again amid the U.S.-Iran war. Technical ratings of Palantir stock have improved.

QLD, SHOP, CMCSA, INTU: ETF Outflow Alert

Nasdaq 📅 03/04 23:57
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the ProShares Ultra QQQ (Symbol: QLD) where we have detected an approximate $180.0 million dollar outflow -- that's a 1.8% decrease week over week (from 147,550,000 to 144,850,000). Among the largest underlying components of QLD, in trading today Shopify Inc (Symbol: SHOP)...

Palantir Stock Technical Ratings Improve Amid Defense Sector Rally - Investor's Business Daily

Google 📅 03/04 23:57 PLTR.O
Palantir Stock Technical Ratings Improve Amid Defense Sector Rally Investor's Business Daily

SHV: ETF Outflow Alert

Nasdaq 📅 03/04 23:56
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Short Treasury Bond ETF (Symbol: SHV) where we have detected an approximate $90.7 million dollar outflow -- that's a 0.5% decrease week over week (from 176,510,000 to 175,690,000). The chart below shows the one year price performance of SHV, versus its 200 day ...

Orion Group (ORN) Q4 2025 Earnings Call Transcript

The Motley Fool 📅 03/04 23:56
Image source: The Motley Fool. Wednesday, March 4, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Travis J. Boone Chief Financial Officer — Alison G. Vasquez TAKEAWAYS Total Revenue -- $852 million, reflecting year-over-year growth. -- $852 million, reflecting year-over-year growth. Operating Income -- $15 million, a sequential improvement. -- $15 million, a sequential improvement....

PUMA: Eyes On 4Q Beat And New Shareholder

Seeking Alpha 📅 03/04 23:56
Alexander Shapovalov/iStock Editorial via Getty Images I'm still a bull on PUMA SE ( PMMAF ) ( PUMSY ) (PUMG.DE). PMMAF's FY26 results should get better, considering the read-across from the above-consensus fourth quarter showing. The new investor ANTA ( ANPDY ) could have a favorable impact on its geographical expansion and product sourcing. Q4 Numbers Weren't As Bad As Feared The group published...

格隆汇3月4日|能源市场情报公司Kpler:自美以对伊朗发动攻击以来,霍尔木兹海峡的油轮交通量下降了90%。

格隆汇 📅 03/04 23:56
格隆汇3月4日|能源市场情报公司Kpler:自美以对伊朗发动攻击以来,霍尔木兹海峡的油轮交通量下降了90%。

Kaldalón hf.: Ársreikningur 2025

Globe News Wire 📅 03/04 23:56
During week 9 of 2026, Kaldalón hf. did not purchase any shares under the share buyback programme announced on the stock exchange on 6 January 2026 Under the programme, Kaldalón may repurchase up to...

Kaldalón hf.: Financial Statements 2025

Globe News Wire 📅 03/04 23:56
The annual accounts of Kaldalón hf. for the year 2025 were approved by the company's board of directors on 4 March 2026. Key highlights of the 2025 Annual Accounts: All amounts are in million ISK unless otherwise stated. Annual Accounts are published in Icelandic. Jón Þór Gunnarsson, CEO “Kaldalón performed well in 2025 and made strong progress. The Company’s ambitious targets are now within reach...

MakeMyTrip: Structural Industry Tailwinds To Support Growth Story

Seeking Alpha 📅 03/04 23:55
Gary Yeowell/DigitalVision via Getty Images Investment Overview I had last covered MakeMyTrip Limited ( MMYT ) stock on March 12, 2025, with a “Sell” rating. I opined that MakeMyTrip has ample headroom for growth in the Indian travel and tourism industry. However, valuations were stretched, and a correction was imminent. This thesis has played out well with MMYT stock correcting by 39.86% since co...

美国无限期豁免俄罗斯石油德国子公司不受俄罗斯制裁

新浪 📅 03/04 23:55
据媒体周三报道称,美国政府将无限期豁免 俄罗斯石油 公司的德国子公司不受制裁。报道援引一位知情人士的话称。该报道无法立即得到核实。 德国经济部没有立即回应置评请求。 在俄乌冲突爆发后,德国于2022年对俄罗斯石油公司( 俄油 )的当地业务实施了托管。此举打破了柏林与俄罗斯长达数十年的能源关系。 相关资产包括在PCK施韦特炼油厂的“股份”,该厂是柏林地区的主要燃料供应商。 该报道称,美国财政部外国资...

French finance ministry to meet petrol station operators to control consumer costs - Reuters

Reuters 📅 03/04 23:55
French finance ministry to meet petrol station operators to control consumer costs Reuters

‘Two sessions’, two paths: China prioritises AI integration amid US tech rivalry

SCMP 📅 03/04 23:55 AMZN.O
Artificial intelligence will be a focal point of the scientific agenda at Beijing’s annual legislative meeting and coming five-year plan, as China and the US pursue divergent AI paths putting their tech ecosystems at odds. Chinese companies have embraced an open-source approach to AI development, which has rapidly scaled usage of their models worldwide and sped up AI adoption across domestic indus...

Expedience Software Recognized as a Representative Vendor in the 2025 Gartner® Market Guide for RFP Response Management Applications

Yahoo 📅 03/04 23:55 MSFT.O
Expedience Software MANCHESTER, N.H., March 04, 2026 (GLOBE NEWSWIRE) -- Expedience Software, a leading provider of proposal automation technology, today announced its featured inclusion Gartner's recent proposal software market report, Market Guide for RFP Response Management Applications. Expedience Software offers a unique approach to the RFP landscape centering on the company’s native integrat...

Neura Robotics Raising €1 Billion in Round Backed by Tether

Bloomberg 📅 03/04 23:55
German startup Neura Robotics is raising about €1 billion ($1.2 billion) in a funding round backed by stablecoin issuer Tether Holdings SA to develop an artificial-intelligence-powered humanoid robot. The round values the Metzingen-based company at about €4 billion and could be followed by additional fund-raising, people familiar with the matter said, asking not to be identified because the inform...

GitLab Sell-Off Overdone: AI and Cash Flow Signal a Rebound

Marketbeat 📅 03/04 23:55
GitLab is well-positioned in 2026 and is likely to outperform its guidance, setting the market up for a positive surprise and a catalyst for a rebound in Q2.
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