联瑞新材（688300）公告，公司核心技术人员张建平先生近日因个人原因提出离职申请，已与公司协商一致解除劳动关系。张建平先生负责的工作已妥善交接，公司的技术研发等工作均正常进行，其离职不会对公司整体研发创新能力、持续经营能力和核心竞争力产生实质性影响。

北水加倉港股近61億港元，買入騰訊控股超25億港元，賣出阿里巴巴超12億港元 富途牛牛

中国外长王毅就伊朗局势与多国外长通话。外交部发言人毛宁在今天（3日）的例行记者会上向中外记者介绍了通话的具体情况。外交部发言人毛宁表示，近日，王毅外长先后同俄罗斯、伊朗、法国和阿曼外长通话，阐明中方立场，积极劝和阻战。王毅外长指出，美国和以色列在伊美谈判进程中对伊朗发动袭击不可接受，公然击杀一个主权国家领导人、鼓动政权更迭不可接受，这些行为都违反了国际法和国际关系基本准则。中方的立场是：第一，立即停止军事行动；第二，尽快重回对话谈判；第三，共同反对单边行径。王毅外长强调，中方支持伊朗捍卫主权安全、领土完整和民族尊严，维护自身正当合法权益。中方重视海湾各国正当诉求，支持海湾国家维护好自身主权和国家安全。大国不能凭借军事优势任意攻击他国，世界不能退回到丛林法则。国际社会对任何违反国际法的行为，都应予以抵制，要共同捍卫国际关系基本准则。中方将继续发挥建设性作用，包括在联合国安理会平台主持公道，争取和平，制止战争。（央视新闻）

格隆汇3月3日｜软件股盘前普跌，Datadog、Shopify跌超4%，甲骨文跌近3%，ServiceNow、SAP跌2.7%，CrowdStrike、赛富时跌超2%。 消息面上，摩根大通商业和投资银行业务联席主管Troy Rohrbaugh警告指，软件股抛售潮可能会持续下去，且美股正处于“先卖后买”模式。他认为，软件股持续下跌并不完全理性，但并不意味着该情况不会继续下去，该种恐慌情绪更蔓延到其他产业，包括金融和财富管理类股。(格隆汇)

Qatar shut LNG production at the world’s largest export facility after it was targeted in an Iranian drone attack as the conflict in the Middle East continues. Stephen Stapczynski explains the global impact of Qatar's gas outage on households and countries. (Source: Bloomberg)

Key Points The Vanguard Information Technology ETF provides heavy exposure to Nvidia, Apple, and Microsoft. The Vanguard Communications Service ETF provides heavy exposure to Alphabet and Meta Platforms. The Vanguard Consumer Discretionary ETF provides heavy exposure to Amazon and Tesla. 10 stocks we like better than Vanguard Information Technology ETF › The S&P 500 (SNPINDEX: ^GSPC) is generally considered the best benchmark for the U.S. stock market. The consensus estimate among Wall Street analysts says the index will climb to 8,305 in the next 12 months, implying 21% upside from its current level of 6,880. Analysts expect three market sectors to perform better during that period. They are listed below, along with the upside implied by the consensus target prices of Feb. 28. 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 » Information technology: 32% 32% Communications services: 24% 24% Consumer discretionary: 22% Investors can get exposure to those stock market sectors with three index funds: the Vanguard Information Technology ETF (NYSEMKT: VGT), the Vanguard Communications Services ETF (NYSEMKT: VOX), and the Vanguard Consumer Discretionary ETF (NYSEMKT: VCR). Here are the important details. 1. Vanguard Information Technology ETF The Vanguard Information Technology ETF measures the performance of 320 stocks in the information technology sector, which includes three major segments: software and cloud services, technology hardware and equipment, and semiconductors and semiconductor manufacturing equipment. This index fund has an expense ratio of 0.09%. The top five holdings in the Vanguard Information Technology ETF are: Nvidia: 18% Apple: 14.3% Microsoft: 10.9% Broadcom: 4.3% Micron Technology: 2.3% In the last three years, the information technology sector returned 132% (32% annually), which ...

财联社3月3日讯，今日82股涨停，24股炸板，封板率为77%，华盛昌、亚盛集团、和顺石油、水发燃气3连板，金牛化工12天6板，招商轮船8天5板，洲际油气6天4板，中远海能8天4板，北交所科力股份30cm 2连板。三大指数集体收跌，深成指高开低走跌超3%，创业板指跌超2%，沪指盘中突破1月14日的阶段高点后震荡回落。沪深两市成交额3.13万亿，较上一个交易日放量1088亿。全市场超4800只个股下跌。板块方面，石油、天然气、航运、化工板块领涨；半导体、军工、稀土永磁板块跌幅靠前。 人气及连板股分析 连板晋级率维持20%，虽然3板及以上连板股增至4只，但连板高度仍仅有3板。高位股整体亏钱效应居高不下，洪兴股份遭遇2连跌停，此前2连板的两只小金属概念股中稀有色、锡业股份双双断板跌停，引发此前领涨的资源股内部极致分化，有色板块展开大面积补跌，稀土永磁、钨、锂矿等方向遭遇重创。随着“三桶油”历史首次晋级2连板，引发油气股再度掀起涨停潮，除去有色板块展开补跌外，半导体、军工遭遇资金抽血成为杀跌重灾区，大批成分股跌超10%，令科创50指数承压并收盘重挫超5%。因此在当前情绪处于退潮期之际，即使短期能源方向展开分歧，其余板块的修复力度也不宜过度乐观。 主线热点 随着中东局势演绎成直接军事冲突，全球能源市场供给遭遇冲击，全球最大天然气生产商卡塔尔旗下能源设施遭遇袭击，引发欧洲天然气期货价格单日一度飙升50%，亚洲LNG价格指标JKM也单日暴涨逾50%。油气股持续站上风口，“三桶油”创历史走出2连板，其中中国石油继2008年9月以来再度收获2连板，随着北交所科力股份实现连板晋级，引发石油、天然气、油气设服等相关板块合计超50股涨停。而油气产业链的持续火爆，带动午后煤炭、煤化工等方向也展开补涨。不过除去甲醇概念股金牛化工连续2日一字涨停外，包括宝丰能源、潞化科技等煤化工个股午后冲板后仍遭遇大分歧，因此整个能源涨价线在连续展开涨停潮后的巨大获利盘的消化仍尚需时日。 随着伊朗宣布封闭霍尔木兹海峡，引发全球航运市场的巨震波动，波罗的海交易所数据显示，3月2日，VLCC中东到中国TD3C航线的TCE单日上涨94%到42万美元/天，各航线平均TCE跳涨58%至28万美元/天。受此消息刺激，油运三巨头中远海能、招商轮船、招商南油继续实现连板晋级，带动航运板块大面积爆发，国航远洋、中远海发等多股封涨停...

全球手机大厂的年度大秀，刚刚在巴塞罗那激情碰撞！ 智东西3月3日巴塞罗那早间报道，3月2日，世界移动通信大会MWC 2026正式开幕， 华为、小米、荣耀、vivo、联想、中兴、传音、Nothing、三星、谷歌Pixel、黑莓 等手机品牌面向全球市场集中“秀军火”。 今年是MWC二十周年。从大会主题“ The IQ Era（智能时代） ”就可以看出，从终端到基建，通信行业正在被AI全面重构。在展区， 智能体AI（Agentic AI） 、 物理AI（Physics AI） 的标识几乎无处不在。 小米拿出徕卡手机和VGT超跑，荣耀首秀机器人手机和人形机器人，vivo新一代“V单”X300 Ultra首展，联想掏出摩托罗拉首款“大折叠”手机，中兴把跟字节合作的豆包手机带来国际舞台。 阿里、科大讯飞、时空壶、极米、极哲 等AI硬件企业， 宇树、智元、魔法原子、北京人形、成都人形 等人形机器人企业， 华为、中国移动、中国联通、中国电信、中国信科 等ICT巨头，均现身巴展。 高通、英特尔、AMD、英伟达、Arm、SK海力士 等国际芯片巨头，以及 紫光展锐、江波龙、聚芯微电子 等国内芯片和存储企业，也都展出了最新技术和生态成果。 巧的是，没来的苹果，本周连续三天发布新品，似乎在与巴展隔空竞技。（苹果新iPhone来了，3999元用上最新A19，内存翻倍不涨价） 智东西逛展小分队日行16600步，带来新鲜热乎的巴展前线观察~ 01.手机创新大混斗：豆包手机助手，机器人手机、模块化磁吸概念机 手机大厂的枪响，比MWC开展提前了5天。 2月26日， 三星 发布全球首款防窥屏手机Galaxy S26， 华为 在隔壁城市马德里发布国际版Mate 80 Pro，高调宣告回归海外市场。两天后， 小米 接棒，在巴塞罗那发布徕卡手机Leitzphone和概念超跑。次日， 荣耀 一口气连甩旗舰折叠屏Magic V6、机器人手机Robot Phone、人形机器人三项大招。 这些新品也是本届MWC的热门看点。 小米 展台最吸睛的当属为Vision GT项目打造的概念超跑。能模拟真实相机操作手感的徕卡手机Leitzphone也现身小米展台。 荣耀 端出“AI手机新物种”——机器人手机Robot Phone，其2亿像素的4DoF云台摄像头就像机器人一样能够摇头晃脑，追踪物体、响应手势、识别语音指令。 viv...

全國政協十四屆四次會議將於明日下午三時，在人民大會堂開幕。 會期七天，至三月十一日上午閉幕。主要議程包括，聽取和審議全國政協常委會工作報告，和提案工作情況的報告，列席十四屆全國人大四次會議，聽取並討論政府工作報告及其他有關報告，討論國民經濟和社會發展、第十五個五年規劃綱要草案等。 大會新聞發言人劉結一指，過去一年，外部環境風高浪急，內地經濟頂壓前行，展現強大韌性和活力，經濟長期向好的趨勢沒有變。 全國政協會議新聞發言人劉結一說：「我國經濟從來都是在披荊斬棘中一路前行，在風雨洗禮中成長壯大，雖然還面臨一些老問題、新挑戰，但基礎穩、優勢多、韌性強、潛能大，長期向好的支撐條件和基本趨勢沒有變。只要我們堅定信心，用好優勢、應對挑戰，就一定能不斷鞏固，拓展穩中向好勢頭。」

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智东西3月3日报道，昨日晚间，阿里开源 4款Qwen3.5小尺寸模型系列 ：Qwen3.5-0.8B、Qwen3.5-2B、Qwen3.5-4B、Qwen3.5-9B，可部署于笔记本电脑等端侧设备。 ▲Qwen3.5社交平台X推文部分截图 模型一发布，不仅开发者圈讨论热烈，连 马斯克 也空降Qwen社交平台X推文下的评论区，他评价：“ 令人惊叹的智能密度 。”自家Grok4.2发布在即，马斯克对中国大模型同行的关注度不减。 ▲埃隆·马斯克在推文下的评论 在指令跟随、多语言、视觉推理等多项基准评测中， Qwen3.5-9B 在GPQA Diamond、MMMU-Pro、ERQA、Video-MME等多项评测中拔得头筹，大幅 领先GPT-OSS-20B、GPT-5 nano、Gemini 2.5 Flash-Lite 以及自家的Qwen3-Next-80B-A3B-Thinking、Qwen3-30B-A3B-2507。 作为小型模型， Qwen3.5-4B 的表现已接近Qwen3.5-9B，在 多语言知识、视觉推理、文档理解 等任务上媲美更大模型，在纯数学推理方面仍有差距，这也是小版本模型的普遍问题。 ▲Qwen3.5-9B和Qwen3.5-4B的测评情况 这些小型模型均基于Qwen3.5统一基座，Apache 2.0开源可商用，支持LoRA/全量微调， 消费级显卡 即可启动任务适配。具体来看： 0.8B/2B版本 具备小巧、快速的特点，是端侧首选。这两个模型非常适合移动设备、IoT 边缘设备部署，以及低延时的实时交互场景。 4B版本 性能更强劲，具备多模态基座模型。该版本适合作为轻量级智能体的核心大脑，平衡性能与资源消耗。 9B版本 模型结构紧凑，但性能媲美gpt-oss-120B，适合需要较高智力水平但受限显存资源的服务器端部署，是性价比极高的通用模型选择。 目前所有模型均已在魔搭社区和Hugging Face开源，同时小尺寸模型的基座模型也已开源。 自2月中旬Qwen3.5模型正式推出之后，不少海内外开发者一直“催更”小规模版本Qwen3.5。而随着今天小版本模型终于面世，开发者们也立即参与讨论并体验起来。 一位开发者称：“9B在MMMU-Pro测试中以13分的优势击败GPT-5-Nano才是真正的亮点。一个可以在笔记本电脑上运行的模型，性能却超越了云端旗舰级的...

騰訊控股(00700)出現大手賣出2.46萬股，成交價$514.0，涉資1.264千萬 AASTOCKS.com

近年来日本政府不断增加防卫支出，讨论修改“无核三原则”，在扩军问题上寻求松绑，引发日本有识之士的批评和担忧。日本东亚共同体研究所所长孙崎享日前接受总台记者采访时表示，日本必须正视自己曾为侵略者的事实，切实遵循国际秩序，在深刻反思自身罪责的基础上，寻求周边国家谅解，避免重蹈战争覆辙。（央视新闻）

2026年，全国硕士研究生报名人数达到343万。 在这个庞大的数字里，除了应届毕业生，还有一群被统称为“大龄考生”的人—— 35岁以后，辞职，备考，重返校园。 本期「人间像素」的三位主要讲述者，都是在35 岁之后通过考研，改变了人生轨迹的女性。 在许多招聘启事上，35 岁已经是一道隐形门槛；在家庭分工里，这往往也是“母职责任”的高峰期。社会对这个年龄的想象是稳定、承担、成熟、妥协，却很少包含“重来一次”。 对于她们而言，这个选择远不止“再拿一个文凭”那么简单。 她们并不年轻，也并不轻率。 她们更清楚代价，也更明白自己在放弃什么。 在各地考研陆续出分的这天，我们发布这篇关于勇气、底气与自我重塑的故事，献给每一个不愿被年龄定义的人。 跳出一眼望到底的生活：国企中层的“疯狂”突围 李婷 河北省 运动心理学专业 傍晚，40岁的李婷去食堂点了一份“学生套餐”，阿姨冲着她笑：“老师，新来的？”她回答：“我是学生，研一。” 每天按时上课、操场跑步、图书馆看书......现在的生活，在李婷眼里，是真正的岁月静好。 2013年年初，李婷在日本留学八年后，回国工作。在考研之前，李婷的生活是旁人眼里的“满分范本”：在国企待了八年，是行政人事部门的领导，日语水平达到国际一级。但这份安逸让她感到虚无， “一眼望到底的工作，总让我心里发虚。” 工作按部就班，晋升路径清晰，收入稳妥。正因为清晰，才显得封闭。“一眼望到底”并不意味着失败，而是一种确定的封顶。就这样耗到退休还是换一种生活？她厌烦空闲时间用来刷手机，觉得那是在浪费生命和时间，她喜欢健身和养生，也注重培养孩子的体育素养，女儿四岁就开始练习体操和乒乓球。 “我能不能再读个研究生？”不愿停下来的人总是喜欢向自己发问。 念头一旦生根，就疯长不止。她开始做功课，选专业和学校，经过一番考量和比对，她决定报考河北师范大学的运动心理学专业：一来跟自己的兴趣爱好契合，二来也能帮助女儿在体操训练的路上走得更远。 不出意外，李婷先听到了是反对的声音。 “考它干啥有啥用？都毕业了你还考啥？你都这么大年纪了。” 这是李婷妈妈的想法，但李婷的爱人支持她：“多学习不是坏事。” 2024 年国庆假期后，她正式投入备考。随之而来的，是近乎“苦行”的复习。工作日早晨八点上班前先背书，中午在公园边吃边背，晚上安顿好四岁的女儿后，熬夜到凌晨三点半是常态，每天只睡 4 小时 ...

The European Union is challenging President Donald Trump ’s patience on trade, risking higher tariffs than previously negotiated as it debates if and when to approve a deal the two sides hammered out seven months ago. Though the US administration’s foreign policy focus is currently on the US and Israel’s war with Iran that began on Saturday, German Chancellor Friedrich Merz will have an opportunity to discuss transatlantic commerce with the American president during a visit to the White House on Tuesday. As Trump’s trade advisers rush to recreate a global tariff regime after the Supreme Court struck down his original plan last month, the EU is in a bind: Stand firm against new broadsides on its companies and exports by further delaying the agreement, or play nicely during the policy shift to avoid becoming Trump’s first target since his historic courtroom loss. Read More: Trump Administration Loses Push to Delay Tariff Refund Fight Complicating the situation are voices in Brussels advocating for opposing actions. The European Commission, the EU’s executive arm, has been pushing to get the deal approved since the framework was sealed last July. But the European Parliament, which has to ratify the pact, has repeatedly delayed a final vote in response to Trump policies, including broadening metals tariffs and his threat to invade Greenland. Now that Trump’s underlying emergency tariffs have to be replaced using new authorities, EU lawmakers are again pushing for a pause until they have clarity on Washington’s next steps. That’s unlikely to sit well with a US president who has called the 27-nation bloc governed in Brussels a more hostile trading partner than China. “Europe is playing with fire,” said Kelly Ann Shaw , a partner at Akin Gump and former senior Trump trade adviser. It’s not clear what investigations the White House will aim at Europe to justify new levies. Under its deal with the EU, the US pledged to maintain a 15% duty on most EU products in exchange for ...

jabkitticha/iStock via Getty Images Transcript Markets are being reshaped by multiple, intersecting mega forces. The scale - and direction - of their long-term impact isn’t clear: That’s why it’s crucial to revisit key calls and focus on underlying economic drivers over asset class labels, in our view. 1) Markets in a cross-current of mega forces Today, we see markets caught in a cross-current of mega forces. AI is front and center, with Nvidia’s ( NVDA ) quarterly results last week showing the AI buildout spending spree rolling on. At the same time, the software sector selloff marks a new focus on sorting out perceived AI losers. Geopolitical fragmentation also came into the spotlight as the U.S. tariff regime is again in transition. These forces have the potential to not only change the make-up of economies but even their trajectory. But no one knows the ultimate end state. We see several possible scenarios with very different return outcomes. For example, AI productivity gains could lead us to an unprecedented breakout from a 2% trend rate of growth. This could also fail to materialize, and further geopolitical fragmentation could dampen global growth and drive up risk premia for U.S. assets. 2) Moving beyond static allocation We’ve evolved our capital market assumptions which are for professional investors only, to address this challenge. First, we revisit the biggest portfolio calls more often as new information arrives. Second, we focus on the fundamental economic drivers rather than asset class labels. Think of the AI buildout: it cuts across public and private market asset classes with opportunities in listed and private infrastructure as well as real estate and private equity. We need a more granular approach to portfolio construction to reflect where mega forces show up. Third, we budget risk holistically. We see dispersion rising as mega forces power transformation. That strengthens the case for treating alpha as an explicit allocation decision - not as a...

peshkov/iStock via Getty Images The military conflict between the U.S., Israel and Iran is fueling fresh uncertainty into global markets, especially in the commodity space. Michael Craig, Managing Director, Head of Asset Allocation and Derivatives with TD Asset Management, discusses the implications for global markets and what investors should be thinking about when it comes to portfolio management. Transcript Greg Bonnell: Military conflict between the US, Israel, and Iran is fueling fresh uncertainty in global markets, especially in the commodity space. Joining us now with a look at the implications is Michael Craig of TD Asset Management. Michael, thanks for joining us. Michael Craig: My pleasure. Greg Bonnell: Alright. We had a lot of big events over the past couple of days. They're still unfolding. Walk me through your thinking on this. Michael Craig: Yeah. To start, it's a horrible humanitarian event. The problems with war is always the ordinary person who suffers the most. So, from that perspective, it's a horrible weekend. In terms of how we're thinking it through markets, trying to predict the future is a fool's errand. I mean, we have no more information than what I read and see on X and what have you, and the various narratives that are playing out. I think, for our perspective, then, when you go back into periods of uncertainty, you have to use a Bayesian approach where what's your base case, downside case, and work from there. The optimistic scenario is that this war ends relatively in short order. Objectives are met, and we see an end to the bombing in due course, a couple of weeks. That would be a bullish case. Stocks will be down a little bit, I think, once the bombing ends. You see recovery. Commodities-- oil goes back up its gains. And we drive on. And I think the market's probably more in line with that assumption right now. The more pessimistic scenario is that this becomes a real clash of civilizations. The Iranian regime moves to desperate meas...

蘋果公司網站公布，iPhone 17e將在本港時間周三(3月3日)晚上10時15分開始接受預訂，3月11日起正式發售。全新的iPad Air，亦會於同一時間預訂及發售。 ▍ 官方指有更多儲存空間及更高網速 iPhone 17e的售價，是5,099港元起，跟上一代的iPhone 16e相比，起售價相同，但起始儲存空間多一倍，有256GB。官方指，新機採用最新一代A19芯片，而數據機系統的速度，比iPhone 16e的系統快一倍，能提供更快的流動網絡速度，看串流平台時會很流暢。另外，新機亦支援無線充電方式。 新機起售價比iPhone 17低1,800港元。不過根據CNN報道，新機屏幕比iPhone 17小，由雙鏡頭改為單鏡頭，亦沒有顯示App新動態的「動態島」功能。 美國全國廣播公司CNN分析，蘋果以往不會頻繁更新較廉價的型號，但去年推出iPhone 16e後，如今又再推出iPhone 17e，可能顯示市場對平價iPhone的需求正在上升，尤其是在iPhone Air系列市場反應冷淡的情況下，iPhone 16e反而成功吸納了一批消費者。 ▍ 料以價格吸引顧客 CNN指出，受惠於iPhone 17的銷情，蘋果2025年第四季的營收遠超預期，不但錄得破紀錄的用戶更新數目，從Android轉用iPhone的用戶更錄得雙位數增長。而這次推出的iPhone 17e，對於正使用不支援蘋果人工智能功能的舊款手機用戶，也有吸引力。 不過CNN亦指，受人工智能熱潮影響，記憶體晶片持續短缺，為手機製造商帶來成本壓力。顧問公司國際數據資訊(IDC)預計，今年首季全球智能手機市場，將萎縮6.8%。 路透社報道有分析指，iPhone 17e儲存空間比iPhone 16e多，但維持相同定價，效果如同降價，估計蘋果公司想藉此保持產品在市場的吸引力，應對全球零件價格攀升的壓力。 ▍ 全新iPad Air同時面世 除新手機外，蘋果亦推出了配備M4晶片的全新iPad Air。新版iPad Air跳級搭載了最新的M4晶片，有11吋及13吋兩種大小，起售價分別是4,599港元及6,299港元。官方指，M4晶片的光線追蹤引擎，可更精準呈現光線、反射與陰影效果，玩電子遊戲時會有更逼真體驗。 CNN指，由Google人工智能模型驅動的更新版Siri，預計亦將在今年稍後時間推出。 此外彭博報道指，蘋果首款摺疊式iP...

Cryptocurrency prices, including Bitcoin (BTC +0.38%), have been pummeled during the past few months as investors have rotated out of more speculative investments to safer ones. With the threat of tariffs rearing their ugly head again and investors concerned about how artificial intelligence (AI) might disrupt established companies and industries, desire to own digital currencies is on the wane. The result is that Bitcoin has tumbled, and I think there's a case for investors to put their money into a broad-market exchange-traded fund (ETF) right now. The Vanguard S&P 500 ETF (VOO +0.04%) is my personal favorite. Here's why it's a better buy than Bitcoin this year. Risky investments are losing their appeal It wasn't all that long ago that investors had a seemingly insatiable appetite for riskier investments. Consider that Bitcoin's price reached its all-time high of more than $126,500 in October, before the recent crypto sell-off caused its price to plummet to about $69,000 as of this writing. There isn't one single factor that's caused the retreat, but rather a general skepticism about some AI stocks, uncertainty about where the economy is headed amid geopolitical uncertainties, and President Donald Trump announcing new global tariffs of as much as 15% -- just after the Supreme Court struck down his previous round of tariffs. Additionally, layoffs in January were the highest in that month in 17 years, and the World Economic Forum said recently that 41% of global companies are expecting to reduce their staff during the next five years because of artificial intelligence. Bitcoin had been on a tear in a post-COVID world where tech stocks were soaring, and initial AI optimism helped lift digital currency prices. But now some investors have the sense that economic winds might be shifting, and they have pared back on Bitcoin, along with many other cryptocurrencies and other speculative investments, including quantum computing stocks. Boring looks beautiful right now While...

亚盛集团（600108）公告，公司股票于2026年2月27日、3月2日连续2个交易日内日收盘价格涨幅偏离值累计达到20%，公司股票价格于最近三个交易日(2026年2月27日、3月2日、3月3日)累计上涨33.24%，短期内公司股票价格涨幅较大。公司目前尚未取得相关采矿资质，也未开展矿产相关业务，不存在应披露而未披露的重大事项或重要信息。

注：财联社VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 策马启新程，资讯抢先机，财联社开工利是活动上线，「2月24日-3月3日」纵享七重礼~ 每日拆百万利是包 ，最高获赠价值128元体验好礼； 财联社VIP开工特惠低至8折 ，加赠不等的「会员权益包」，囤货更轻松； 会员卡万元钜惠 ，3级会员卡焕新升级，享更多服务价格更实惠； →点击此处 ， 您有一份“开工利是”待拆封 ！每日开1次，领取VIP免费体验。 市场热点一 油气、航运、煤炭 消息面上，伊朗称霍尔木兹海峡已关闭，将打击所有试图通过的船只。据悉，该海峡每天承载约2000万桶原油运输，占全球供应量的约20%。 《九点特供》：盘前必读的特供早报。 3月2日08:10《九点特供》 解读海外映射 ，指出在当前全球能源格局不稳定的背景下，具备“出海”竞争力的油服装备商和“资源型”油服公司有望受益，提及 潜能恒信 、 通源石油 。 其在3月2日、3日双双收获2连板。 《财联社早知道》：今日复盘+明日前瞻，精选更有价值的交易资讯。 3月1日18:07《财联社早知道》 精选公司要闻 ，指出 中油工程 ，作为国内领先的能源工程综合服务商，业务布局覆盖油气工程上中下游全产业链，公司持续深耕海外市场，海外竞争力不断提升。 其在3月2日、3日收获2连板。 《狙击龙虎榜》：揭秘主力资金去向，找寻资金背后的逻辑！ 3月1日19:51《狙击龙虎榜》 追踪市场热点 ，指出 中曼石油 是民营油气勘探龙头，构建了从装备制造到勘探开发的全产业链条，成本优势突出。 其在3月2日、3日收获2连板。 《九点特供》：盘前必读的特供早报。 3月3日08:21《九点特供》 追踪到欧洲天然气价格创2022年3月以来最大涨幅 ，卡塔尔能源暂停液化天然气生产，提及 中泰股份 是天然气液化设备绝对龙头， 其在3月3日大涨14.12%。 《风口研报》：提前挖掘“超预期”，捕捉下一个市场“风口”！ 3月1日16:20《风口研报》 精选“油运船舶”主题研报并加以梳理 ，引用分析师观点指出：美伊冲突导致霍尔木兹海峡运输受限将推动原油运输市场运价调整，VLCC船型油运行情中周期景气超预期；红海航线不稳定性增加，供应链混乱集运价格有随之上涨可能，且本轮行情是整个能源链的上行周期，油轮与干散货形成共振，...

Kuehne + Nagel International AG plans to cut more than 2,000 jobs, as it tackles a glut of capacity in the transportation market, even as the war on Iran makes the global cargo outlook more unpredictable. The Swiss logistics services provider plans to save 150 million Swiss francs ($191 million) from the job cuts, it said on Tuesday as it reported annual sales and profit. The full-year results were “broadly in line” with expectations, Vontobel analyst Michael Foeth said in a note. The company reported net revenue of 24.5 billion francs for 2025, down slightly from 24.8 billion francs a year earlier. The conflict in the Middle East creates further uncertainties, but Vontobel expects “tightening capacities and rising freight rates to support margins.” While Kuehne + Nagel has grappled with challenges such as volatile demand created by US tariffs and overcapacity, the disruptions caused by the US and Israeli strikes on Iran will put the spotlight on how to avoid supply-chain bottlenecks and may benefit the company. “The whole issue of supply chain reliability will become more important,” CEO Stefan Paul told journalists on a Tuesday conference call. With some 18% of global aviation capacity currently grounded, there will be backlogs and not enough aircraft flying which increases complexity, Paul said. Freight rates are set to rise amid supply chain disruptions, boosting revenue and earnings of Kuehne + Nagel and its peers, BI senior analysts Lee A Klaskow and Aanchal Aich wrote in a note. “Shippers also tend to lean heavier on forwarders when they need to find routing alternatives,” they said. The layoffs are part of a cost reduction program announced in October last year, which aims to save at least 200 million francs in 2026. The programme initially aimed at cutting 1,000 to 1,500 jobs before raising the figure to more than 2,000 full-time positions. Kuehne + Nagel is mainly targeting white-collar office roles as warehouse staffing has actually increased in response ...

格隆汇3月3日｜氢燃料电池制造商普拉格能源(PLUG.US)盘前涨11.6%。消息上，普拉格能源报告称2025年第四季度调整后每股亏损为0.06，较一年前的每股亏损0.29有所收窄。截至12月31日的三个月收入为2.252亿，高于一年前的1.915亿。公司表示，其目标仍然是在2028年底前实现全面盈利。(格隆汇)

Guido Mieth/DigitalVision via Getty Images FS KKR Capital ( FSK ) supported its dividend with net investment income in Q4'25 but suffered headwinds in terms of its non-accrual ratio... which has pretty much consistently been a thorn in the investment firm's side in the last two years. In fact, FS KKR Capital's elevated non-accrual percentage was the primary reason for the BDC to trade at an above-average NAV discount in recent years. FS KKR Capital has some coverage and loan performance issues, but I do not believe that a near-50% discount to net asset value is appropriate. Further, FS KKR Capital has limited SaaS exposure relative to other BDCs, which suggests that the market has been overreacting a bit lately. I maintain my strong buy rating for now. Data by YCharts Previous Rating In my work 'Implications Of The Dividend Reset,' I explained that the BDC reset its dividend in November of last year in response to both falling base rates (lower debt yields) as well as high non-accruals relative to other BDCs in the marketplace. The BDC also did not support its dividend with net investment income in the first three quarters of FY 2025, which made a dividend reset likely. I continue to see FS KKR Capital as a rebound investment for investors, but only if the private credit platform lowers its non-accruals and improves coverage. The massive 48% discount to net asset value implies a very high safety margin for investors and ultimately calculates to an attractive risk/reward ratio. Rise in Non-Accruals a Concern, Dividend Fully Supported by NII FS KKR Capital is a top-five private credit platform in the BDC market with a total market value of $3.0B. The investment firm has just 62% of its loans in senior secured loans—either of the first or second lien variety, however—which makes FS KKR Capital riskier in its composition than other BDCs that are more focused on first liens. FS KKR Capital FS KKR Capital unfortunately suffered from a sequential deterioration in its asset...

Bright Futures Wealth Management LLC. purchased a new position in Alphabet Inc. (NASDAQ:GOOG - Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 8,180 shares of the information services provider's stock, valued at approximately $1,992,000. Alphabet accounts for 1.6% of Bright Futures Wealth Management LLC.'s portfolio, making the stock its 18th biggest position. Several other hedge funds have also recently made changes to their positions in the stock. Norges Bank bought a new position in shares of Alphabet during the 2nd quarter valued at $4,298,572,000. JPMorgan Chase & Co. increased its position in Alphabet by 8.6% during the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider's stock valued at $24,240,469,000 after acquiring an additional 7,904,434 shares during the last quarter. Vanguard Group Inc. lifted its holdings in Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock valued at $73,927,821,000 after acquiring an additional 5,182,111 shares during the period. Assenagon Asset Management S.A. lifted its holdings in Alphabet by 73.5% in the third quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider's stock valued at $2,388,775,000 after acquiring an additional 4,154,929 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its position in Alphabet by 17,547.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider's stock worth $731,331,000 after purchasing an additional 4,099,366 shares during the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up Analyst Upgrades and Downgrades Several equities research analysts have recently commented on the stock. BN...

Elo Mutual Pension Insurance Co raised its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 32.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 230,338 shares of the chip maker's stock after purchasing an additional 56,401 shares during the period. Elo Mutual Pension Insurance Co's holdings in Intel were worth $7,728,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds have also modified their holdings of the stock. Bank of Nova Scotia grew its stake in Intel by 2.3% during the 2nd quarter. Bank of Nova Scotia now owns 2,332,433 shares of the chip maker's stock valued at $52,246,000 after acquiring an additional 51,383 shares in the last quarter. Norges Bank acquired a new position in shares of Intel during the 2nd quarter worth approximately $1,579,378,000. Engineers Gate Manager LP grew its position in shares of Intel by 91.8% in the second quarter. Engineers Gate Manager LP now owns 765,091 shares of the chip maker's stock valued at $17,138,000 after purchasing an additional 366,092 shares in the last quarter. Vanguard Group Inc. increased its holdings in shares of Intel by 2.3% in the second quarter. Vanguard Group Inc. now owns 385,903,735 shares of the chip maker's stock valued at $8,644,244,000 after purchasing an additional 8,513,298 shares during the last quarter. Finally, Isthmus Partners LLC increased its holdings in shares of Intel by 100.1% in the second quarter. Isthmus Partners LLC now owns 247,660 shares of the chip maker's stock valued at $5,548,000 after purchasing an additional 123,895 shares during the last quarter. Hedge funds and other institutional investors own 64.53% of the company's stock. Get Intel alerts: Sign Up Analyst Ratings Changes Several analysts have issued reports on the company. Tigress Financial restated a "buy" rating and issued a $66.00 target pric...

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Intel Corporation $INTC Shares Bought by Elo Mutual Pension Insurance Co MarketBeat