亚洲炼油企业考虑降低开工率，中东战事蔓延以及霍尔木兹海峡的航运困难给原油供应带来挑战 霍尔木兹海峡卫星图像。

2007年，Kindle一经发布便引领电子阅读器潮流，电子纸也在这时候真正被消费者熟知。 17年后，Kindle正式终止中国电子书店服务，这一曾垄断电子阅读领域的“头号玩家”，最终彻底沦为网友调侃的“泡面神器”，成为时代的眼泪。 Kindle被调侃为“泡面神器” 来源：微博 不少人作出悲观预判，电子纸技术将随Kindle的离场而淡出视野，逐渐“死去”。 市场却给了相反答案。 电子纸产业不但没有消失，反而成长为千亿产业。 中国本土品牌也完成了市场交接，从“小众阅读”走向更大的蓝海。 国货崛起 Kindle退出中国，不少人以为中国电子书行业走到了尽头。 事实并非如此。 2021年Counterpoint Research数据显示，中国电子书阅读器整体销量下滑12.5%，亚马逊Kindle在2022年遭遇中国区市场下滑。 这一数据的背后是，Kindle的市场份额被小米、科大讯飞、华为等本土企业持续分割，其中国市占率从2018年巅峰80%一路跌至2023年上半年仅7.7%。 历年中国电子书品牌市场占有率对比 数据来源：洛图科技、IDC、奥维云网 同时，中国电子书市场完成格局调整与分配后快速复苏，在2024年重回市场高点，国产品牌合计市占率超95%，其中掌阅、文石、科大讯飞三强占比超七成。 2025年，行业迎来爆发期。 国内电子阅读器销量64.7万台、同比增长33.4%，销售额8.0亿元、同比增长43.5%，销额增速高于销量。 可见，Kindle在华失利，本质上是被国内电子书企业强势竞争所取代。 这些国产品牌在各个方面都有很大进步，对比功能单一的Kindle，性价比优势显著。 性能方面，彩色屏和高刷新率显著提升。 彩色化成为主流趋势。 掌阅light4c 来源：小红书 早在2020年，掌阅和科大讯飞同一天推出全球首款彩色墨水屏阅读器，直接带电子纸进入彩色化时代，汉王、京东等一众品牌也跟着扎堆上新。 2025年中国线上全彩电子纸销量15.9万台，同比增长60.6%，市场占比12.5%，较2024年提升5.6个百分点。 高刷新率的技术突破，则推动电子纸完成了从“静态显示”到“动态交互”的场景革命。 汉王推出的Clear7 Ultra电纸书，搭载T2000全域快刷引擎，刷新速度提升35%的同时功耗下降30%。 大上科技通过优化电子墨滴运动路径等专利技术，实现60Hz超高刷，彻底打破...

格隆汇3月3日｜韩元兑美元汇率跌势加剧，日内跌幅逾2%，跌破1470。

香港金融管理局与澳门金融管理局代表今日（3月3日）进行会面，双方就进一步加强两地金融多维度合作展开交流，并于会面期间共同签署经修订的《谅解备忘录》。港澳金管局多年来一直在银行监管方面保持紧密合作，是次《谅解备忘录》的修订主要是在原来的合作基础上，新增金融基建合作、货币和数据统计方面的讯息交流互动、两地行业合作培训及交流等章节内容，以进一步丰富备忘录的涵盖范围。（界面新闻）

“反算法”成为一种潮流，是一种找回面对复杂生活的主动性、“为自己的生活负责”的反思。 一个在外卖平台上专门制定算法的程序员，撞倒了本平台的外卖骑手，会发生什么样的故事？ 2021年，导演刘泰风驾车在北京一处十字路口等红灯时，差点撞到一名外卖骑手。这促使他思考以上问题，电影《又是充满希望的一天》的最初构思，由此诞生。 （图/《又是充满希望的一天》） 在影片中，如果没有撞倒外卖骑手金鹏，算法工程师危力几乎不会跟外卖员打交道。他对自己的工作价值深信不疑，也没有考虑过算法会不会对其他人造成伤害。 打官司期间，他和金鹏的律师有一段对话。他说：“我们创造了这个软件，为大家带来了多少便利？你工作时吃不吃外卖？它给你节约了多少时间？这就是它的价值所在。我们甚至带来了一种全新的生活方式。你不能否认这个。” 律师回答：“我不否认你们创造了价值，但是你有没有考虑过真正创造价值的人现在躺在ICU里面。” 那么，节约下来的时间，我们用在哪里了？“全新的生活方式”一定是好事吗？刘泰风在阐述创作主题时表示：“与其说电影讲述的是外卖骑手困在算法里，倒不如说是我们所有人都困在算法里。” 2023年9月17日，广东广州。黄昏时分，一名男子独自在江边钓鱼。照片中的人恰好落在菱形网格之中，形成对当代生活的一种隐喻。（图/苏峥） 在这个算法无孔不入的年代，人们被“投喂”、被驯化、被裹挟、被操控，在得到便利、缓解“选择焦虑”的同时，人的主体性也被削弱。因此，“反算法”成为一种潮流，也是一种找回面对复杂生活的主动性、“为自己的生活负责”的反思。 我们塑造算法，而后算法塑造我们 “在我们日益数字化的世界里，算法模型会捕捉我们输入的每一个字、做出的每一个手势（比如点赞）、每一次眼球转动或每一次（屏幕）滑动操作，并将其拆解为节点（事物）或边（属性），然后存入数据库。这个持续收集和分析我们的数字生活的时代，我称之为‘算法时代’（Algorithmic Age）。”在《你必须成为一个算法难题：重构社会—技术契约》（You Must Become an Algorithmic Problem: Renegotiating the Socio-Technical Contract）一书中，美国学者何塞·马里查尔这样写道。 “算法”原本是一个技术概念。当它通过一系列运算决定我们看见什么、信任谁、获得何种机会，如何被评价，并在更...

UK grocery inflation edges higher to 4.3%, says Worldpanel Reuters

美国国防部长皮特·海格塞斯周一驳斥了这场战争会“没有止境”的说法，但总统唐纳德·特朗普后来强调没有固定的时间表 资料图：特朗普。图：Andrew Caballero-Reynolds/视觉中国

美團(03690)Tabbit AI涉抄襲代碼 已移除相關項目 AASTOCKS.com

格隆汇3月3日｜国际油价进一步拉升，布油涨4.5%，报81.27美元。

格隆汇3月3日｜Baird将CrowdStrike的目标价从550美元下调至450美元，维持“中性”评级。(格隆汇)

3月3日，2026MWC上，荣耀推出行业首个面向全场景泛化规划、支持异构任务编排的智能体基础模型MagicAgent，也是荣耀首个MOE（混合专家型）大模型。该模型以300亿的轻量级参数规模，在规划能力上跨代际超越GPT-5.2等千亿级商用模型，支持YOYO任务规划，可实现YOYO自动执行，面向全球开源。（科创板日报）

格隆汇3月3日｜越南VN指数收盘下跌1.8%，至1,813.14点。

刘结一介绍，海南自由贸易港（885764）全岛封关是我国坚定不移扩大高水平对外开放、推动建设开放型世界经济的标志性举措。封关后的海南自贸港，贸易自由化便利化水平明显提升，与国际的联系更加便捷。春节假期，海南离岛免税购物金额较去年春节增长30.8%，免签入境外籍旅客增长75.6%，物畅其流、人享其行成效明显。自贸港封关运作是中国稳步扩大规则、规制、管理、标准等制度型开放的新探索，展示着中国将改革开放进行到底的坚定决心。中国始终坚持对外开放的基本国策，开放的大门不会关闭，只会越开越大。(央视新闻)

格隆汇3月3日｜美国总统特朗普周二接受《太阳报》采访时表示，看到英国与美国的关系“已不复往昔”令人“感到遗憾”。此前英国首相斯塔默最初拒绝为对伊朗的空袭行动提供军事支持。特朗普称法国等国表现得更为支持，并表示从未料到这段曾经“最牢固”的伙伴关系会发生如此变化。这是他两天内第二次接受英国媒体采访并批评斯塔默。斯塔默周日晚间表示，将允许美国使用英国军事基地实施防御性打击——此前在对伊朗的首次袭击中未使用这些基地。特朗普表示美国无需英国参与中东战争，但补充道：“这虽无关紧要，但（斯塔默）本应提供协助……他本该这么做。”“法国表现得非常出色，其他国家也都很给力。英国的表现却与众不同。”

在观察和分析当代伊朗时，伊斯兰革命是最重要的切入点；保守派与改革派的斗争是现代伊朗历史的一条重要线索 《伊朗的革命与变迁》“财新mini+”连载中，查看 已更新内容 [ 前记： 中东，人类文明的摇篮之一。这里诞生了古老的美索不达米亚文明和埃及文明，孕育了基督教、伊斯兰教和犹太教三大宗教，成就了阿拉伯帝国、波斯帝国和奥斯曼帝国等伟大帝国的辉煌。 然而如今，中东却成了动荡和战乱的代名词。宗教冲突和战争频发，民众抗议此起彼伏，恐怖主义肆虐。文明的摇篮如何变成了混乱的温床？ 在《从巴格达到伊斯坦布尔：历史视野下的中东大变局》中，北京大学历史学系专攻中东研究20多年的昝涛探讨了中东动荡的根源。全书从历史的视角切入，先是回顾了阿拉伯文明、波斯文明和奥斯曼—土耳其文明给当代中东留下的遗产，然后从不同角度观察中东五个大国的现状：

Alignment Healthcare ( ALHC ) announced the pricing of a public offering of 13,167,733 shares of its common stock by an affiliate of General Atlantic, L. P. The underwriter sold the shares at $19.46 each. Alignment Healthcare will not receive any proceeds from this sale. The offering is expected to close on March 4, 2026, pending standard closing conditions. More on Alignment Healthcare Alignment Healthcare, Inc. (ALHC) Q4 2025 Earnings Call Transcript Alignment Healthcare, Inc. (ALHC) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Alignment Healthcare GAAP EPS of -$0.05 beats by $0.10, revenue of $1.02B beats by $20M Medicare Advantage growth reportedly slows down as UnitedHealth, CVS retreat Seeking Alpha’s Quant Rating on Alignment Healthcare

3月3日，外交部发言人毛宁主持例行记者会。路透社记者提问，有分析表示，美国在委内瑞拉和伊朗的行动可能会阻碍中国石油供应。中方对此有何评论？对此，毛宁指出，中方坚决反对在国际关系中使用武力侵犯别国的主权安全。能源安全对世界经济非常重要，各方都应当确保能源供应稳定畅通。中方将采取必要的措施保障自身能源安全。（澎湃新闻）

舍得酒业（600702）公告，公司董事会收到副总裁王勇的书面辞职报告，王勇因工作原因申请辞去副总裁职务，辞职后不再担任公司任何职务。王勇的辞职自报告送达董事会之日起生效，不会影响公司日常经营管理的正常进行。公司董事会对王勇在任职期间的贡献表示感谢。

伊朗战事重新引发了金融市场对通胀的担忧，全球债券刚刚取得了自疫情爆发以来最好的年度开局，如今前景蒙上阴影 图：视觉中国

格隆汇3月3日｜杰富瑞将芝商所的目标价从302美元上调至356美元，维持“买入”评级。(格隆汇)

Broadcom (AVGO +0.00%) may not get the attention of some of its peers in the technology sector, but make no mistake: the company is a key player in the space. Its products represent a broad cross-section of tech infrastructure and are a crucial part of the artificial intelligence (AI) revolution. Shareholders have been the ultimate beneficiaries as Broadcom leverages this opportunity, driving its sales and profits higher. This, in turn, has driven its stock price up 437% over the past three years (as of this writing) and up 60% during the past 12 months. The company faces a key hurdle when Broadcom reports its fiscal 2026 first-quarter results after the market close on March 4. Given the stock's meteoric rise over the past year, should investors lay out their hard-earned money to buy shares ahead of this crucial financial report? Let's see what the evidence suggests. Chip shot Broadcom provides a wide array of technology solutions that reach into every nook and cranny of the industry. These diverse offerings include software, semiconductor, and security products serving the mobile, broadband, cable, and -- perhaps most importantly -- data center industries. The dawn of AI in early 2023 represented a singular opportunity, and Broadcom positioned itself to profit. The company's Application-Specific Integrated Circuits (ASICs) can be customized to accelerate AI workloads while being more energy-efficient than rival graphics processing units (GPUs). Broadcom also supplies many of the networking solutions that form the backbone of data center operations. This strategy has been lucrative for Broadcom. In its fiscal 2025 fourth quarter (ended Nov. 2), the company generated revenue of $18 billion, up 18% year over year, while its adjusted earnings per share (EPS) of $1.95 jumped 37%. AI semiconductor revenue led the charge, growing 74%. Management is predicting that the good times will continue. For the first quarter, Broadcom is guiding to revenue of $19.1 billion, represe...

Broadcom (AVGO +1.18%) may not get the attention of some of its peers in the technology sector, but make no mistake: the company is a key player in the space. Its products represent a broad cross-section of tech infrastructure and are a crucial part of the artificial intelligence (AI) revolution. Shareholders have been the ultimate beneficiaries as Broadcom leverages this opportunity, driving its sales and profits higher. This, in turn, has driven its stock price up 437% over the past three years (as of this writing) and up 60% during the past 12 months. The company faces a key hurdle when Broadcom reports its fiscal 2026 first-quarter results after the market close on March 4. Given the stock's meteoric rise over the past year, should investors lay out their hard-earned money to buy shares ahead of this crucial financial report? Let's see what the evidence suggests. Chip shot Broadcom provides a wide array of technology solutions that reach into every nook and cranny of the industry. These diverse offerings include software, semiconductor, and security products serving the mobile, broadband, cable, and -- perhaps most importantly -- data center industries. The dawn of AI in early 2023 represented a singular opportunity, and Broadcom positioned itself to profit. The company's Application-Specific Integrated Circuits (ASICs) can be customized to accelerate AI workloads while being more energy-efficient than rival graphics processing units (GPUs). Broadcom also supplies many of the networking solutions that form the backbone of data center operations. This strategy has been lucrative for Broadcom. In its fiscal 2025 fourth quarter (ended Nov. 2), the company generated revenue of $18 billion, up 18% year over year, while its adjusted earnings per share (EPS) of $1.95 jumped 37%. AI semiconductor revenue led the charge, growing 74%. Management is predicting that the good times will continue. For the first quarter, Broadcom is guiding to revenue of $19.1 billion, represe...

RBC Maintains Sector Perform on AVGOP Broadcom Inc Mar 2026 PT $340 Meyka

TLDRs; Nvidia invests $2B in Lumentum to secure laser supply for expanding AI data centers. Multi-year partnership targets optical interconnects and co-packaged optics for energy-efficient AI networks. Lumentum sees record orders as Nvidia locks future capacity for advanced laser components. Nvidia’s AI infrastructure strategy shifts focus from compute to high-speed networking innovations. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Nvidia (NASDAQ: NVDA) shares surged following the announcement of a $2 billion investment in Lumentum Holdings Inc. (NASDAQ: LITE), a leading US manufacturer of lasers and optical components. The nonexclusive, multiyear agreement also includes multibillion-dollar purchase commitments, designed to secure long-term access to advanced laser technologies. The investment will support Lumentum’s research and development efforts and help finance the construction of a new fabrication facility in the United States. By expanding production capacity, Nvidia aims to ensure a steady supply of optical components critical for AI-driven data centers. Jensen Huang, Nvidia’s CEO, emphasized that artificial intelligence is driving the largest computing infrastructure buildout in history. He noted that the partnership with Lumentum will accelerate the development of silicon photonics and co-packaged optics, technologies that allow high-speed optical connections directly inside chip packages. Lumentum’s Strong Position Benefits from Nvidia Deal Unlike companies seeking financial bailouts, Lumentum is already growing rapidly. The company reported quarterly revenue of $665.5 million, up 65% year over year, with over 60% coming from AI and cloud infrastructure clients. NVIDIA Corporation, NVDA The new agreement also coincides with a record backlog for optical circuit switches, exceeding $400 million. These orders are expected to be...

Shares of Select Medical Holdings ( SEM ) rose in extended trading after the company announced a definitive agreement for a $3.9 billion acquisition. An entity affiliated with a consortium led by executive chairman Robert A. Ortenzio, senior executive VP Martin F. Jackson, and Welsh, Carson, Anderson & Stowe (WCAS) will acquire all outstanding shares not already owned by the group for $16.50 per share in cash. The merger consideration represents a premium of approximately 18% over Select Medical's unaffected share price as of November 24, 2025, the last trading day prior to a publicly disclosed proposal being submitted by Ortenzio to the company's Board of Directors. The merger is expected to close in mid-2026 and is not subject to a financing condition, Select Medical Holdings ( SEM ) said . Shares in the company were up over 7% in post-market trading on Monday. More on Select Medical Select Medical Holdings Corporation (SEM) Q4 2025 Earnings Call Transcript Select Medical anticipates up to $5.8B revenue in 2026 while advancing inpatient rehab expansion Select Medical Non-GAAP EPS of $0.16 misses by $0.07, revenue of $1.4B beats by $40M Seeking Alpha’s Quant Rating on Select Medical Historical earnings data for Select Medical

格隆汇3月3日丨目击者称，黎巴嫩军队已从边境沿线至少七个前沿作战阵地撤出。

Our multi-factor assessment suggests that it may be time to buy more shares of NVDA stock. We have, overall, a positive view of the stock, and a price of $236 may not be out of reach. We believe there is nothing to fear in NVDA stock given its overall Very Strong operating performance and financial condition. Hence, despite its Very High valuation, the stock appears Attractive but Volatile. Below is our assessment: CONCLUSION What you pay: Valuation Very High What you get: Growth Very Strong Profitability Very Strong Financial Stability Very Strong Downturn Resilience Moderate Operating Performance Very Strong Stock Opinion Attractive but Volatile Portfolio beats stock-picking every time. Consider what could long-term performance for your portfolio be if you combined 10% commodities, 10% gold, and 2% crypto with equities. Let’s get into details of each of the assessed factors but before that, for quick background: With $4.4 Tril in market cap, NVIDIA provides graphics, compute, and networking solutions for gaming, visualization, datacenter, and automotive markets globally, with a strategic collaboration with Kroger Co. [1] Valuation Looks Very High NVDA S&P 500 Price-to-Sales Ratio 20.4 3.4 Price-to-Earnings Ratio 36.7 25.2 Price-to-Free Cash Flow Ratio 45.6 21.5 This table highlights how NVDA is valued vs broader market. For more details see: NVDA Valuation Ratios [2] Growth Is Very Strong NVIDIA has seen its top line grow at an average rate of 101.8% over the last 3 years over the last 3 years Its revenues have grown 65% from $130 Bil to $216 Bil in the last 12 months from $130 Bil to $216 Bil in the last 12 months Also, its quarterly revenues grew 73.2% to $68 Bil in the most recent quarter from $39 Bil a year ago. NVDA S&P 500 3-Year Average 101.8% 5.7% Latest Twelve Months* 65.5% 6.6% Most Recent Quarter (YoY)* 73.2% 7.6% This table highlights how NVDA is growing vs broader market. For more details see: NVDA Revenue Comparison [3] Profitability Appears Very Str...