中东局势持续升级，中国公民和机构的人身财产安全成为大家关心的话题。 近段时间，中东局势持续升级，中国公民和机构的人身财产安全成为大家关心的话题。第一财经了解到，目前国内已有保险公司协助客户撤离“危险区”。 3月4日，中国平安对外表示，平安全球急难救援服务中心已成功于24小时内协助两位企业客户从中东“危险区”安全撤离。 据中国平安介绍，随着局势升级，平安陆续接到客户撤离请求。3月3日，某中资大型集团向平安全球急难救援热线求助。该公司聚焦新能源无人机研发制造，平安是其海外安全保障服务提供商。该公司两名员工原计划从阿联酋乘机回国，但因战事导致商业航班中断，需经陆路撤离至阿曼中转。从迪拜至阿曼马斯喀国际机场车程约400公里，战乱期间耗时长达8至11小时。平安接到客户撤离需求后立即启动全球急难救援机制，目前，该公司两名员工已从中东危险区域安全转移，正在平安协助下经第三国转机返回国内。同时，目前还有3家中国企业向平安提出中东“危险区”转移需求，正在制定撤离方案。 另外，第一财经联系多家保险公司询问是否有相关报案或协助需求，部分保险公司表示暂未接到报案，部分保险公司截至发稿时还未回复。

据黎巴嫩国家通讯社4日报道，以色列军队当天对黎巴嫩多地发动空袭和炮击，并在南部边境部分地区实施地面推进。黎南部城镇希亚姆遭到持续炮击，以色列军队已进入该镇，并在拘留设施附近部署兵力。 报道说，以色列军队的袭击主要集中在黎巴嫩首都贝鲁特南郊，以及南部和东部地区，多枚导弹和集束炸弹落入民用区域。同时炮击波及部分城镇，当地民用建筑和商业设施不同程度受损。 近期黎巴嫩真主党与以色列之间跨境交火频繁，以色列对黎巴嫩南部、东部以及首都周边地区的空袭和炮击明显增加，多地民用建筑和基础设施受到不同程度破坏，造成平民伤亡和大规模流离失所，安全形势持续恶化。(新华社)

格隆汇3月4日｜美国最高将领凯恩：伊朗在其袭击中既不分青红皂白，又缺乏精确性。我们已经摧毁了20艘伊朗船只。

格隆汇3月4日｜BNP Paribas将特斯拉的目标价从313美元下调至280美元，维持“跑输大市”评级。(格隆汇)

美国防长赫格塞思4日在新闻发布会上称，美国和以色列要在一周内“完全控制”伊朗天空。他还称，美军潜艇在印度洋击沉了一艘伊朗军舰。此外，一名曾试图策划暗杀美国总统特朗普的伊朗高级指挥官已被打死。(新华社)

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(RTTNews) - Daktronics, Inc. (DAKT), a maker of dynamic video communication displays and control systems, on Wednesday reported a net profit for the third quarter, helped by increased sales. For the three-month period to January 31, 2026, the company posted a net income of $3.010 million, or $0.06 per share, compared with a net loss of $17.156 million, or $0.36 per share, in the same period last year. Excluding items, however, earnings surged to $4.553 million from $0.509 million in 2024. The change in fair value of the convertible note stood at $0.000 million as against $14.083 million a year ago. Other income was $0.518 million, compared with an expense of $0.613 million last year. Operating income was $1.922 million as against the previous year's loss of $3.628 million. Daktronics registered sales of $181.871 million, up from $149.507 million a year ago. Howard Atkins, Acting Chief Financial Officer of Daktronics, said: "The main driver of the net sales increase in the quarter was the efficient fulfillment of the backlog coming into the quarter which we see continuing into the final quarter of fiscal 2026." DAKT was down by 4.54% at $23.75 in the pre-market trade on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

美国国防部长海格塞斯表示，美国对伊朗从大规模打击转向精准打击。(财联社) 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。

格隆汇3月4日｜美国天然气期货日内跌超3.00%，现报2.951美元/百万英热。

Dycom Industries (DY) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 128.57%. A quarter ago, it was expected that this provider of specialty contracting services would post earnings of $0.79 per share when it actually produced earnings of $0.95, delivering a surprise of 20.25%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Dycom Industries , which belongs to the Zacks Building Products - Heavy Construction industry, posted revenues of $761.48 million for the quarter ended January 2022, surpassing the Zacks Consensus Estimate by 6.05%. This compares to year-ago revenues of $750.67 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 theearnings call Dycom Industries shares have lost about 10.3% since the beginning of the year versus the S&P 500's decline of -9.7%. What's Next for Dycom Industries? While Dycom Industries has underperformed 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 the Zacks Rank, which has an i...

Heading toward the Linux 7.0 kernel and marked for back-porting to current stable Linux kernel versions is employing a new SEV-SNP security feature found on AMD Zen 5 processors for enhancing security of guest virtual machines.A patch is on its way to the mainline Linux kernel to allow the IBPB-on-Entry feature for AMD SEV-SNP guest VMs. The IBPB-on-Entry feature is supported by AMD EPYC Zen 5 processors. Only a few lines of code are needed to enabl this feature for Linux SEV-SNP use but seemingly an oversight until now for not making use of this hardware capability.IBPB-on-Entry provides greater security by forcing an Indirect Branch Predictor Barrier (IBPB) on entering the guest virtual machine to help prevent speculative execution attacks. "The SEV-SNP IBPB-on-Entry feature does not require a guest-side implementation. It was added in Zen5 h/w, after the first SNP Zen implementation, and thus was not accounted for when the initial set of SNP features were added to the kernel. In its abundant precaution, commit 8c29f0165405 ("x86/sev: Add SEV-SNP guest feature negotiation support") included SEV_STATUS' IBPB-on-Entry bit as a reserved bit, thereby masking guests from using the feature. Allow guests to make use of IBPB-on-Entry when supported by the hypervisor, as the bit is now architecturally defined and safe to expose." The enablement patch explains:The patch is in the tip/tip.git's "x86/urgent" branch. With it being a TIP "urgent" branch it's likely to be submitted for the current Linux 7.0 kernel cycle rather than waiting around for the Linux v7.1 merge window. The patch is also marked for back-porting to the stable kernel series. As it's a few lines of code change and enables an important security feature for SEV-SNP VMs, it's a safe candidate for back-porting albeit unfortunate it's taken until now for enabling this Zen 5 hardware security feature.

Key Points AI data centers are already consuming vast amounts of electricity and are set to consume more in the future. Constellation Energy is America's largest nuclear power producer and is collaborating with Microsoft to bring a nuclear plant back online in Pennsylvania. NextEra Energy is another major nuclear player working with Alphabet to resuscitate a nuclear plant in Iowa. 10 stocks we like better than Constellation Energy › There's an energy crisis on the horizon, and it's mostly due to artificial intelligence (AI). The International Energy Agency (IEA) projects in its baseline model that energy consumption from data centers is set to double worldwide by the end of the decade. In the U.S., data centers are set to consume between 6.7% and 12% of all energy produced by 2028, according to some stats. The MIT Technology Review reports that by the end of 2028, AI could consume the same amount of electricity as 22% of all American households combined. 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 » What's the solution? Put simply, it's to generate more electricity, which is much easier said than done. However, the U.S. government and big tech companies seem to have arrived at the conclusion that nuclear energy is likely the best bet to solve the AI power crunch. The U.S. Department of Energy has set a goal to triple America's nuclear energy production by the middle of the century. Tech companies, namely Microsoft and Alphabet, are investing serious money in resuscitating decommissioned nuclear power plants. Each has collaborated with a nuclear plant operator, and those nuclear partners are worth a look. Constellation Energy Up first is Microsoft's partner: Baltimore-based Constellation Energy (NASDAQ: CEG). Constellation is the country's largest producer of clean energy and produces 10% of Amer...

薪资处理公司ADP周三报告称，2月份私营部门招聘情况略好于预期，尽管大部分新增就业仅来自两个行业。 根据ADP的最新数据，经季节性调整后，2月份公司新增就业6.3万个，较向下修正后的1月份数据（1.1万）有所改善，也优于 道琼斯 普遍预期的4.8万。 尽管总数超出预期，但就业增长的广度问题仍然是劳动力市场面临的一个挑战。 教育和医疗服务业——一直是就业创造的主要驱动力——当月新增就业5.8万个，遥遥领先于所有行业。之后，建筑业贡献了1.9万个，这两个行业抵消了其他大多数行业的停滞增长。 专业和商业服务岗位减少了3万个，制造业流失了5千个，贸易、运输和公用事业减少了1千个。除了信息服务业增加了1.1万个岗位外，其他行业几乎没有变化。尽管总统唐纳德·特朗普努力利用关税将制造业岗位回流，但制造业就业仍在持续下降。 薪资方面，留职人员薪资增长了4.5%，与1月份持平。然而，跳槽者的薪资涨幅降至6.3%，较上月下降了0.3个百分点。这些结果使得换工作的薪酬激励降至ADP开始追踪该指标以来的最低水平。 ADP首席经济学家内拉·理查森表示：“我们看到招聘有所增加，薪资增长保持稳健，尤其是对于留职人员而言。但由于招聘仅集中在少数几个行业，我们的数据显示跳槽并没有带来普遍的薪资收益。” 与最近几个月不同，就业创造集中在员工少于50人的企业。这一群体增加了6万个岗位，而拥有500名或以上员工的大企业增加了1万个，中型企业则报告减少了7千个。 随着特朗普政府打击非法移民以及新冠疫情后招聘步伐放缓，过去一年就业增长有所降温。虽然公司不愿增加员工，但裁员也保持在低位。 这份报告发布之际，市场对劳动力市场状况存在疑问，同时也担心通胀居高不下——后者因伊朗和中东的冲突而变得更加突出。 美联储官员最近的言论表明，他们对就业形势趋于稳定有较高的信心。与此同时，人们越来越担心油价上涨会推 高通 胀。根据芝加哥商品交易所集团的FedWatch追踪器，交易员目前预计美联储至少要到7月才会首次降息，并降低了年内第二次降息的可能性。 ADP的数据发布先于劳工统计局周五公布的非农就业报告。市场预计该报告将显示2月份新增就业5万个，与ADP报告不同，该报告还包括政府部门招聘。经济学家预计失业率将稳定在4.3%。 责任编辑：张俊 SF065

格隆汇3月4日｜美国最高将领凯恩：美国中央司令部已在伊朗南部沿海地区建立局部空中优势。我们现在将开始向内陆扩张。伊朗发射的导弹和无人机数量有所减少。美国中央司令部正从大规模远程精确打击转型为近距精确打击。我们现有精确制导弹药足以完成当前任务。

(RTTNews) - A report released by payroll processor ADP on Wednesday showed private sector employment in the U.S. increased by more than expected in the month of February. ADP said private sector employment climbed by 63,000 jobs in February after rising by a downwardly revised 11,000 jobs in January. Economists had expected private sector employment to grow by 48,000 jobs compared to the addition of 22,000 jobs originally reported for the previous month. Private sector employment saw the biggest increase since July 2025, led by job growth in the construction and education and health services sectors, ADP said. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The FDA has warned Novo Nordisk ( NVO ) for making “false or misleading” claims in a TV advertisement for its diabetes therapy Ozempic, the second time in less than a month the Danish drugmaker has come under U.S. regulatory scrutiny over its promotional campaigns related to the GLP-1 product. In a letter dated Feb. 26, the agency stated that Novo Nordisk's ( NVO ) commercial, “There’s Only One Ozempic,” misrepresented the injectable’s approved uses and suggested, without sufficient evidence, that the drug was better than other GLP-1s approved for Type 2 diabetes. The FDA added that the advertisement, featuring actor Justin Long and comedian John Hodgman, implied that all patients with type 2 diabetes are eligible for all of Ozempic’s indications, even though they must have other conditions that make them candidates for the therapy. “We take all regulatory feedback seriously and are in the process of responding to the FDA to address their concerns regarding the advertisement’s presentation,” Novo ( NVO ) spokesperson Liz Skrbkova told Bloomberg after the FDA published the letter on Tuesday. The FDA called on the company to “take immediate action to address any violations,” including plans to cease the airing of the ad or potentially halt the distribution of Ozempic. Novo ( NVO ) has 15 days to submit a written response to the agency. Novo ( NVO ) received a similar warning letter from the FDA in early February for making “misleading” claims in a TV commercial for its recently launched oral weight loss therapy, the Wegovy pill, which contains semaglutide, the active pharmaceutical ingredient of Ozempic. More on Novo Nordisk A/S Pricing Pressure And Panic: What The Market May Be Missing In Novo Nordisk Eli Lilly Vs. Novo Nordisk: The Valuation Gap Is Unreasonable Why I'm Still Bullish On Novo Nordisk Despite Recent Setbacks Novo’s China obesity drug posts positive mid-stage trial results Novo Nordisk board proposes DKK 7.95 final dividend for 2025, initiates DKK 15B b...

格隆汇3月4日丨ADP全国就业报告周三显示，2月份美国私营部门就业人数增幅超过预期，但前一个月的数据被大幅下调。上月私营部门就业人数增加6.3万人，而1月份的数据从此前公布的增加2.2万人下调至增加1.1万人。数据或许表明，尽管去年因进口关税带来的不确定性导致劳动力市场出现动摇，但目前已趋于稳定。劳动力市场的稳定和依然高企的通胀，被视为鼓励美联储在本月维持利率不变的因素。此外，美以对伊朗的空战以及德黑兰的报复行动推高了油气价格，促使交易员因担心冲突煽动通胀而调低了今年的降息预期。目前，6月份降息的可能性已大大降低。美国央行在1月份将基准隔夜利率维持在3.50%-3.75%的区间。

The CEO of Intelligent Alpha has a clear thesis for 2026: personal AI is the dominant theme, and two Mag-7 giants are best positioned to own it. “You have to look at Google and Apple. And for a very specific reason. It’s personal AI, which I think will be the biggest theme in AI this ... Intelligent Alpha CEO’s Top Mag-7 Picks: Google and Apple for Personal AI

Iran ’s nuclear-armed neighbour Pakistan has invoked its mutual defence pact with Saudi Arabia in response to Tehran’s missile and drone attacks on the kingdom, in what analysts have described as a key test of Islamabad’s emerging role in the Middle East ’s security architecture. A gently worded warning to the Islamic Republic, delivered by Ishaq Dar, Pakistan’s deputy prime minister and foreign minister, has established Islamabad as a go-between to manage the escalation Briefing the Senate on Tuesday, Dar said he had asked Iran to “please keep in mind” Pakistan’s defence pact with Saudi Arabia. Advertisement Qatar , “They asked for some assurances” that Saudi “soil should not be used” against Iran, and “I got them the assurances”, Dar said, noting Iran’s “minimal reaction” against Saudi Arabia compared with its intense attacks against the United Arab Emirates Bahrain and Kuwait “I am grateful they [Tehran] were able to understand my point, and in accordance with that, we secured assurances for them,” Dar added. Pakistani Deputy Prime Minister and Minister for Foreign Affairs Ishaq Dar addresses the UN Security Council in New York on February 18. Photo: Reuters The Middle East has been entangled in another major conflict following the start of air attacks initiated by Israel and the US against Iran on Saturday. Tehran’s supreme leader Ali Khamenei died in one of the attacks. Iran has carried out retaliatory missile and drone hits in recent days against Israel and several Gulf states, primarily economic infrastructure for the latter.

European Union leaders will direct the bloc’s executive arm to propose measures to lower power prices to aid local industries when they meet at a summit later this month. Heads of government are set to ask the European Commission to examine all components of wholesale and retail electricity prices at the gathering in Brussels, according to a draft statement for the March 19 event by Bloomberg News. Stubbornly high power prices have risen to the top of the bloc’s political agenda, with heavy industry blaming them for factory closures in the face of a toughening rivalry with China and the US, where energy is cheaper. The US and Israeli war with Iran is also exacerbating concerns, as oil and gas prices spike. The leaders will also demand that an upcoming review of the EU carbon market, the bloc’s flagship climate policy tool, both reduce volatility and its impact on electricity prices, while still preserving the program’s “essential role” in stimulating clean investment. The commission is scheduled to propose a revision of the emissions trading law in the third quarter of this year. The EU Emissions Trading System has come under mounting criticism from energy-intensive companies, with some member states arguing it is elevating energy costs. Last month, Italian industry minister Adolfo Urso called for a suspension of the cap-and-trade program until it is reviewed and overhauled. The Italian government is also preparing a sweeping overhaul of its electricity market that would strip carbon costs from power bills, a move that has sent shock waves through energy markets. The measures, which require the green light from the commission to become a law, are designed to reimburse gas-fired power plants for the cost of carbon permits.

伊拉克民航局4日发表声明说，鉴于地区紧张局势持续升级，决定将全国领空关闭时间延长72小时。声明说，此次延长措施自当地时间4日12时起生效，至7日12时结束，其间禁止所有进出港和过境飞机通行。声明指出，上述决定基于对当前安全形势和地区事态发展的持续评估，相关部门将根据最新情况适时评估并公布后续安排。伊拉克本轮领空关闭措施是在美国和以色列于2月28日对伊朗发动联合军事打击后实施的。伊朗随后对以色列及美国在中东地区的目标实施导弹和无人机（885564）打击，地区局势骤然升温。(央视新闻)

关键要点 美国财政部长斯科特·贝森特表示，美国总统唐纳德·特朗普最近宣布的15%全球关税将于本周实施。 贝森特预测，美国的关税税率将在五个月内恢复到最高法院推翻特朗普“对等”关税之前的水平。 美国财政部长斯科特·贝森特周三表示，总统唐纳德·特朗普最近宣布的15%全球关税将于本周内实施。 贝森特还预测，到八月份，美国的关税税率将有效地恢复到去年最高法院推翻特朗普对全球多数国家单方面征收的、通常更高的关税之前的水平。 贝森特在接采访时表示：“我坚信，关税税率将在五个月内恢复到原有水平。” 在最高法院否决了特朗普的“对等”关税数小时后，总统表示他已签署一项行政命令，根据另一项法律征收10%的全球关税。 一天后，特朗普表示他将把这项新关税税率提高到15%，“立即生效”。 贝森特在周三的采访中指出，这些替代关税是根据《1974年贸易法》第122条实施的，除非国会批准延长，否则只能持续150天。 贝森特表示，在这150天的间隔期内，美国贸易代表办公室和商务部将完成与贸易相关的研究，这些研究可以让他们征收更多的关税。 他说：“我坚信，关税税率将在五个月内恢复到原有水平，而那些非常全面的授权，能够经受住4000多次的法律挑战。” “它们实施起来更慢，但更加稳固。” 责任编辑：张俊 SF065

In this article USO Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 6:22 06:22 Treasury Sec. Bessent: U.S. will make 'series of announcements' to support oil trade in the Gulf Squawk Box Oil prices fell Wednesday for the first time since the U.S. launched its war against Iran, after Treasury Secretary Scott Bessent said the Trump administration will provide support to oil tankers transiting the Persian Gulf and announce more measures in the coming days. U.S. crude oil fell 82 cents, or 1.1%, to $73.74 per barrel by 8:18 a.m. ET. Global benchmark Brent was down 57 cents, or 0.7%, to $80.83. WTI crude nearly topped $78 a barrel at its high this week since the U.S. and Israel launched a massive wave of airstrikes against OPEC member Iran over the weekend. Iran has responded with volleys of missile and drone strikes against targets across the Middle East, including energy infrastructure. U.S. crude jumped 6% on Monday and 5% on Tuesday. The oil market has calmed after President Donald Trump said Tuesday that the U.S. would insure tankers through the International Development Finance Corporation. Trump also promised naval escorts for oil traffic in the Persian Gulf if necessary. Oil turned lower as Bessent told CNBC Wednesday that the White House would make a series of announcements to support the oil trade in the Gulf. "We have a series of announcements that we're going to be making," Bessent said on CNBC's " Squawk Box ." "We began yesterday with the announcement that DFC will provide the insurance for both the crude carriers and the cargo ships operating in around the Gulf over the weekend." This is a developing story. Please check back for updates. Catch up on the latest energy news from CNBC Pro: Morgan Stanley says nuclear power is gaining momentum, recommends these stocks This solar stock has nearly 30% upside, Wells Fargo says This stock could benefit as Trump tries to put a nuclear reactor on the moon, according to BofA Track all the latest cover...

Key Points Roth conversions can cause a big increase in your taxable income. That could leave you subject to Medicare surcharges. You may want to space out Roth conversions to avoid problems. The $23,760 Social Security bonus most retirees completely overlook › There's a reason Roth conversions are a big part of many people's retirement strategy. If you earned too much money most of your career to contribute to a Roth IRA, a Roth conversion allows you to move funds into one of these accounts so you can enjoy certain benefits later on. These include tax-free withdrawals and avoiding required minimum distributions (RMDs). Your 60s may be a good time to consider Roth conversions if you're easing into retirement with part-time work and are in a lower tax bracket than you've been in previous years. But if you're 63 and are planning a Roth conversion, there's a hidden trap you might fall into if you aren't careful. 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 » A spike in your income could spell trouble When you do a Roth conversion, the money you move over is added to your taxable income. And a large conversion could leave you with a large IRS bill. For this reason, you need to plan for a Roth conversion carefully. But that's not the only pitfall to be mindful of. See, an increase in your income may do more than just raise your tax bill that year. It could also cost you the form of higher Medicare premiums two years later. Each year, there's a standard monthly premium Medicare enrollees are charged for Part B. But higher earners can be subject to surcharges on their Part B premiums known as income-related monthly adjustment amounts, or IRMAAs. IRMAAs aren't based on current income, though. Rather, they're based on your income from two years prior. Here's why large Roth conversions at age 63 can be dan...

中东地区是中企储能出海的热门地，其订单体量仅次于美国、澳大利亚；当前短期内，战争对于储能的安装进度影响在2-3个月左右 【财新网】 中东战火冲击海运物流、延长当地项目交付周期，中企在中东地区的储能订单或受影响，国内碳酸锂期货连跌三日。 3月4日收盘，碳酸锂期货主力合约2605收报15.3万元/吨，续跌2.96%。该合约在3月3日出现跌停，三日内跌幅达到14%。 作为锂电池核心原材料的碳酸锂价格回调，背后是2月28日起快速升温的美以伊冲突。伊朗最高领袖哈梅内伊在美以联合空袭中遇害后，伊朗向以色列本土以及阿联酋、沙特、卡塔尔、巴林和科威特等中东邻国的美军基地发射多轮弹道导弹，中东战火的波及面不断扩大，更多储能消费国卷入地缘冲突。

Here are Wednesday's biggest calls on Wall Street: Baird initiates nLIGHT as outperform Baird said buy the dip in the semis laser company. "We are initiating coverage of LASR with an Outperform rating and $95 price target as market tailwinds and robust funding positions support favorable growth which is further enhanced by LASR's vertical integration and technology stock." Oppenheimer reiterates Apple as perform Oppenheimer said it likes the company's new MacBook Pro announcements. "Apple revealed on March 3 its new MacBook Pro lines powered by new Apple Silicon M5 Pro and M5 Max. We believe the new chips ushered in a new era of local AI compute and showcased again Apple's significant lead in efficiency and scalability in personal computing devices. M5 Pro/Max are built on what Apple called Fusion Architecture." Truist initiates PulteGroup as buy Truist said the homebuilder is well positioned. "We are initiating PHM shares with a Buy rating and $170 price target, as we think the market is meaningfully mispricing the company's profitability potential over the next few years." Truist initiates Toll Brothers as buy Truist said the stock is underappreciate. "In our view , TOL is undervalued compared to our view of future ROE potential. The company is uniquely positioned to benefit from any greenshoots in the resilient luxury home market in 2027." Read more. CLSA reiterates Nvidia as high-conviction outperform CLSA said investor worries over Nvidia are overdone. "We see little to worry and retain a High-Conviction Outperform rating." KeyBanc initiates Chime Financial was overweight KeyBanc said the fintech company is a share gainer. " Chime is a category leader with a long runway for share gain in the U.S. retail banking landscape." KeyBanc upgrades Dow to overweight from sector weight Key said Dow is a beneficiary of the Middle East war. "While the dust is far from settled on the Iran conflict, we see it as a positive catalyst for U.S. petrochemicals." Wedbush reiterate...

格隆汇3月4日丨欧洲天然气跌幅扩大至16%，报45.66欧元/兆瓦时。

Stock futures are slightly higher this morning after two days of volatile trading, as investors assess the potential impact of the conflict in the Middle East; U.S. officials said Iran’s fighting capacity has been diminished while Saudi Arabia said a strike on an oil processing plant caused little damage; oil prices have stabilized after President Donald Trump said that the U.S. would protect oil shipping; bitcoin is surging, lifting crypto stocks along with it; and chip giant Broadcom is set to report earnings after the closing bell. Here's what you need to know today. Stock Futures Rise as Traders Monitor War Stock futures are ticking higher after a wild few days of trading, as investors keep close tabs on developments in the Middle East. Futures tied to the Dow Jones Industrial Average were up 0.2% recently, while those linked to the S&P 500 and the tech-heavy Nasdaq added 0.3% and 0.5%, respectively. Major indexes closed lower yesterday but well above their intraday lows, as the market rebounded from steep early losses for the second day in a row. At one point Tuesday, the Dow had shed nearly 1,300 points—on track for its worst day since last April's tariff shock—but the blue chip index ended the day down 400 points. Oil prices stabilized after two days of big gains that were fueled by concerns about supply disruptions, while bitcoin surged. (more on those markets below.) Gold futures were up 1.2% recently at $5,185 an ounce, recovering from a decline yesterday that came on the heels of a big gain on Monday. The yield on the 10-year Treasury note, which can influence mortgage rates and other consumer loans, was at 4.08%, up from 4.06% at yesterday's close. Iran Conflict Enters 5th Day The conflict in the Middle East moved into its fifth day on Wednesday as U.S. military leaders said that Iran’s ability to launch attacks was declining. U.S. Admiral Brad Cooper, head of U.S. Central Command, said that the U.S. has “severely degraded Iran’s air defenses and destroy...

EyePoint (EYPT) came out with a quarterly loss of $0.81 per share versus the Zacks Consensus Estimate of a loss of $0.78. This compares to a loss of $0.64 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -3.85%. A quarter ago, it was expected that this drug delivery technology company would post a loss of $0.77 per share when it actually produced a loss of $0.85, delivering a surprise of -10.39%. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. EyePoint, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $0.62 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 15.89%. This compares to year-ago revenues of $11.59 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. EyePoint shares have added about 0.3% since the beginning of the year versus the S&P 500's decline of 0.4%. What's Next for EyePoint? While EyePoint 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 the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate...