格隆汇3月3日｜国海证券研报指出，电影大盘增长&费用优化带动横店影视2025年业绩提升。公司大力发展短剧等创新业务，向“以IP为核心的全链路运营模式”转型。根据猫眼，公司影投市占率3.81%（同比+0.07%），居全国影投公司第二位。截至2025年末，公司旗下共有直营影院/银幕446家/2847块，同比减少8家/48块，新开直营影院10家。公司对营业影院实施动态跟踪评估策略，关停或转让长期表现不佳且缺乏增长潜力的影院，提升影院资产整体质量。影片投资制作业务短期承压，大力推进短剧业务。公司向“以IP为核心的全链路运营模式”转型升级，多元化布局短剧和AI漫剧等内容，有望获得长足发展。基于此，维持“买入”评级。

3月3日下午，在沪全国政协委员启程赴京出席全国政协十四届四次会议。据了解，第十四届全国政协委员中，在沪委员共有110名。为开好本次会议，委员们精心准备，将围绕经济发展、教育医疗、科技创新、养老服务等各领域热点问题积极建言献策。(上观新闻)

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美国驻沙特阿拉伯利雅得大使馆表示，因使馆设施遭袭击，周二所有领事预约均已取消。当天清晨，使馆疑似遭伊朗方面无人机袭击。 沙特国防部此前已证实此次袭击，称袭击造成“轻微火情与少量物资损失”。一名知情消息人士表示，目前暂无人员受伤报告。 使馆在X平台上写道：“所有常规及紧急美国公民服务预约均已取消。吉达、利雅得和达兰的就地避险通知仍然有效，我们建议在沙特境内的美国公民继续就地避险。” 使馆还补充称，所有美国公民应“制定个人安全预案”，在另行通知前远离使馆区域。 沙特国防部称，周二早些时候，军方在利雅得及中部城市海米斯穆谢特附近拦截并摧毁了8架无人机。声明未提及是否造成损失或人员伤亡。 责任编辑：陈钰嘉

格隆汇3月3日丨近日世界先进（VIS）成熟制程订单激增，成为中东地区晶圆供货受阻背景下的替代方案之一；力积电（PSMC）也表示，其订单量明显回升，正密切关注市场变化。在其背后，以色列最大、全球前十大晶圆代工厂高塔半导体（Tower）出货受阻，其下游客户已正式启动转单动作。资料显示，该公司主营高压与特殊成熟制程，涵盖电源管理IC、功率元件、CIS感测器、射频、MEMS及类比讯号IC等产品，技术结构与世界先进、力积电等厂商具有相似性。值得一提的是，高塔半导体客户包括安森美（onsemi）、Vishay等功率半导体元件巨头，以及英特尔、三星、博通、Skyworks等大厂。

格隆汇3月3日｜美国国务院下令非紧急公务人员及其家属撤离卡塔尔和科威特。此前，该机构下令非紧急政府人员及其家属撤离伊拉克和约旦。

他们是管家，是「管家的人」，像是城市的毛细血管——连接着房东的资产、租客的生活，还有那些说不出口的焦虑和信任。 我们总以为自如“管家”是份职业，其实是一种人际关系最朴素的形态：你托付，我承担。不浪漫，却在每一个关窗、充值、实勘、带看的瞬间，完成对“陌生人能否相互依靠”这个古老命题的确定性回答。 城市万家灯火，每一盏都是一个托付。他们不是那光，他们是光与光之间，负责连接的那段细微而绵长的暖意。 《品牌英雄：管家的人》——致敬每一个用职业兑现理想的普通人。

Key Points Netflix will not counter Paramount Skydance's latest bid to buy Warner Bros. Discovery. Netflix's stock price rallied by more than 13% on the news. Investors will need to watch the company's other opportunities through video podcasting, live sports, ad revenue, and international expansion. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) ended the last trading day of February with a more than 13% rally after it decided to walk away from its bidding war with Paramount Skydance (NASDAQ: PSKY) over Warner Bros. Discovery (NASDAQ: WBD). With what's happened since this whole saga began, there's reason to believe that the streaming giant's rally could continue in March. 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 » Let's not make a deal The deal that Netflix was pursuing for most of Warner Bros. Discovery's assets would have brought heavy-hitting franchises like Harry Potter, Game of Thrones, and the DC comic book universe to the streamer. Netflix could have monetized those franchises and others in a variety of ways, including by creating new shows and movies. It could have also used those franchises to attract fans to its new Netflix House destinations. The first two locations in Philadelphia and Dallas feature themed games, escape rooms, food, and merchandise based on Netflix properties such as Wednesday and Stranger Things. In addition, Netflix is expanding into video podcasting. Access to Warner Bros.' assets could have bolstered that business through sponsorships. The company could have also created exclusive video podcasts featuring actor interviews, episode recaps, and more, which would help its podcast segment attract viewers, and conceivably drive new subscriptions. The reason the stock price jumped The deal to buy the streaming and studio operations from Warner Bros....

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格隆汇3月3日｜据微信公告，为治理部分账号滥用AI工具，对经典影视剧、动画片等内容进行颠覆性篡改、“魔性”解构与低俗化改编的问题，平台进一步加大对“AI魔改”视频的治理力度，维护网络信息内容传播良好秩序。经平台巡查发现，个别账号存在违规发布不良导向“AI魔改”视频的行为，根据国家相关法律法规要求以及《腾讯微信软件许可服务协议》《微信视频号运营规范》的相关规定，平台对相关短视频内容和账号进行处置，2026年2月累计处置违规短视频内容3956条。

格隆汇3月3日｜俄罗斯央行已就欧盟决定没收其资产向欧盟提起诉讼。俄罗斯央行周二发布声明称，该诉讼已提交至位于卢森堡的欧盟普通法院，针对的是欧盟理事会于2025年12月12日通过的一项条例。声明称，该条例违反了国际法所保障的“获得司法救济的基本且不可剥夺的权利、财产不可侵犯原则以及国家及其中央银行主权豁免原则”。欧盟成员国去年12月批准延长对约2100亿欧元俄罗斯主权资产的冻结措施。俄罗斯央行称，该条例无限期阻止资产转移，并禁止其通过法院维护自身权利，包括执行与这些资产相关的任何裁决或仲裁裁定。俄方还主张，欧盟理事会在通过该条例时以多数票而非一致同意的方式表决，构成严重程序违规。

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财联社3月3日讯（编辑 刘蕊） 随着美国和以色列袭击伊朗导致中东燃起战火，南半球的澳大利亚的货币政策路线可能已经受到波及。当地时间周二，澳洲联储主席布洛克表示，如果政策制定委员会认为通胀预期有可能失控，那么本月就有可能加息。 中东战火或加速澳洲加息脚步 澳洲联储主席布洛克强调：“我不会对3月份的情况做出预测，但这将是一次实时会议。委员会将积极评估是否需要加快行动步伐。” 此前市场普遍认为，澳洲联储会在4月29日澳大利亚第一季度消费者价格报告出炉后，再决定是否在5月5日的会议上再次加息。 但是，中东的战火显然让这一进度加快了。 布洛克表示，她希望阻止市场形成“5月才会考虑加息”的想法，并补充说， 鉴于中东冲突可能带来的供应冲击以及当前已经较高的通胀水平，澳大利亚通胀预期有可能开始发生变化。 在她发表上述言论后，澳大利亚三年期政府债券收益率延续此前的涨势，上涨了13个基点，达到4.313%。 当被问及中东冲突以及油价上涨对经济的影响时，布洛克指出，澳大利亚是能源净出口国，这为该国的经济提供了缓冲作用。 不过，她也提醒说，如果全球能源价格持续上涨，可能会抑制消费者需求和经济增长，并给通货膨胀带来上行压力。 周三GDP数据将是关注重点 市场预计，澳洲联储在3月17日的下次会议上，加息25基点的可能性约为30%，同时预计到5月份加息可能已经板上钉钉。此外，市场还预计澳洲联储到年底利率可能进一步上升。 目前，除了中东的战火以外，澳大利亚市场上所有人的目光还聚焦在将于周三公布的澳大利亚第四季度国内生产总值报告上。 澳大利亚联邦 银行 和澳大利亚国民银行的分析师现在预计，该国经济在该季度将以1%的高速度增长。西太平洋银行预测的GDP增长率更高，为1.1%。 澳大利亚联邦银行的经济学家阿什温·克拉克（Ashwin Clarke）说道： “以这样的速度增长，澳大利亚经济远远超过了潜在增长率的预期，这有助于解释我们在2025年末和2026年初所看到的通胀动态。” “我们认为，下一次加息最有可能在5月进行，但近期的数据流增加了3月加息的可能性。”

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)

周一，英伟达宣布了一项震撼市场的投资计划：分别向光子技术公司Lumentum (LITE)和Coherent (COHR) 各投资20亿美元，合计40亿美元。两笔交易均包含数十亿美元的采购承诺及对先进激光组件的未来产能权益。 消息一出，资本市场瞬间沸腾：LITE大涨近12%，COHR涨幅更是逾15%，“金主”英伟达也上涨了近3%。这笔投资传递了一个明确的信号：光互联（Optical Interconnect）已成为AI工厂能否继续扩张的关键命门。 1，这笔巨资的战略意图是，开启CPO时代，告别传统收发器 随着AI模型规模以指数级增长，传统的可插拔光模块正面临功耗与散热的物理极限。CPO（Co-Packaged Optics），也就是共封装光学技术通过将硅光子组件直接与交换机芯片（ASIC）封装在一起，能够显著缩短电信号传输距离，降低能耗并提升带宽密度。 黄仁勋在公告中表示：英伟达与Lumentum携手，正在推进全球最先进的硅光子技术，以构建下一代吉瓦级AI工厂。他同时宣布将与Coherent共同开发面向AI基础设施的下一代硅光子技术。 2，我们可以分析一下行业前景 站在巨人的肩膀上，整个光模块行业正迎来史上最强的增长周期。除了英伟达的这一战略布局，摩根士丹利对整个光学市场的展望同样令人振奋： 受AI数据中心加速投资和网络速度提升驱动，光学市场规模将从2025年的约300亿美元增长至2028年的超650亿美元， 三年内实现翻倍以上。 此外，随着传统网络触及速度极限、新一代光学技术加速落地，摩根士丹利还额外预计230亿美元的总潜在市场（TAM）将被打开。 3，深度对比4个核心个股：COHR、LITE、FN、AAOI （1）Coherent Corp.（COHR），技术广度最强的全能选手 业务横跨工业激光与数据中心光通信领域，在高端激光器、光学子组件及CPO相关激光源方面具备核心能力。此次 获得英伟达20亿美元注资及多年期战略协议 ，不仅带来采购承诺，更强化其在大漂亮本土制造扩张的确定性。 其针对CPO系统优化的激光器产品，使其成为英伟达推进CPO架构的重要上游激光供应方之一。与Lumentum相比，Coherent业务更为多元，但也意味着其纯数据中心光学敞口相对分散。 （2）Lumentum Holdings（LITE），CPO激光模块的全球领军者 其1310nm波段的...

格隆汇3月3日｜联合国机构称，自2月26日阿富汗与巴基斯坦发生冲突以来，至少有42名平民丧生，104人受伤。

黎巴嫩真主党称袭击多处以色列军事基地 2026-03-03 14:42:06 来源： 同花顺7x24快讯 分享 总台记者获悉，当地时间3月3日上午，黎巴嫩真主党方面表示，使用大量火箭弹袭击了位于以色列北部的拉马特戴维空军基地、梅龙空中交通管制基地和位于戈兰高地的以色列纳法赫基地。目前暂无以色列方面人员伤亡的消息。(央视新闻)

格隆汇3月3日｜近期，前FBI助理局长克里斯・斯韦克发出严厉警告，伊朗或激活潜伏在美国的“休眠特工”，随时可能在美国本土发动报复性袭击！斯韦克表示，此次特朗普政府发动针对伊朗的空袭成了导火索，被逼入绝境的伊朗相关组织已无退路，此前按兵不动的休眠小组，极有可能被唤醒展开行动。

波斯湾那些成为伊朗打击目标的国家，迄今为止通过部署先进的美国制造防空系统，成功在一定程度上限制了损失。这些系统用于拦截数百枚倾泻至其城市的无人机和导弹。 凭借昂贵的拦截弹和雷达系统，并与美军体系全面整合，这些石油资源丰富的海湾阿拉伯国家建立起全球最先进的防空体系之一，尽管它们的人口和军队规模相对较小。 然而，这场冲突中的一个关键变量在于，这些君主制国家是否会在伊朗耗尽导弹和无人机之前，率先耗尽拦截弹。 按照目前的消耗速度，这种情况可能很快就会发生。 奥斯陆大学导弹专家、奥斯陆核项目博士研究员Fabian Hoffmann表示：“过去几天我们看到的拦截弹使用强度不可能再持续一周以上——很可能最多再撑几天，然后他们就会感受到拦截弹短缺的痛苦。” 这一问题的另一重要因素是，以色列和美国——两国于周六早晨开始对伊朗发动空袭——能够以多快的速度追踪并摧毁伊朗的导弹发射器以及导弹和无人机库存。 中东弹道导弹防御拦截弹库存 仅阿拉伯联合酋长国就表示，截至周一晚间，在三天内已遭到174枚伊朗弹道导弹、8枚巡航导弹和689架无人机的攻击，其中没有导弹命中目标，只有44架无人机击中境内。 巴林、科威特和卡塔尔也遭到猛烈袭击，巴林报告称有70枚弹道导弹来袭。 通常需要两枚甚至三枚拦截弹（例如“爱国者”或“萨德”系统所使用的导弹）才能击落一枚弹道导弹。西方官员估计，在本轮冲突开始时，伊朗拥有远超2000枚能够打击海湾国家的导弹。尽管该地区部署的拦截弹具体数量属机密，但Hoffmann根据公开资料计算，阿联酋订购的数量不足1000枚；科威特约为500枚；巴林不足100枚。 阿联酋驳斥了有关其拦截弹储备不足的担忧。该国外长部门周二表示，这个海湾国家“拥有多样化、整合化和多层次的防空系统，能够高效应对全谱空中威胁。” 声明还称，阿联酋“保持着充足而强大的战略弹药储备，确保在长时间内持续具备拦截和应对能力，同时保持全面作战准备状态，以维护国家安全。” 卡塔尔在类似声明中表示，其“爱国者”拦截弹库存尚未耗尽，储备依然充足。 海湾国家的防御还包括由美军发射的拦截弹，美国已向中东紧急调派更多装备。但五角大楼自身的“爱国者”导弹库存也在减少，部分原因是过去四年冲突中，乌克兰防空系统在抵御俄罗斯攻击时消耗了西方国家所拥有的大量“爱国者”导弹。洛克希德·马丁公司去年生产了620枚PAC-3 MSE型“爱国者”...

文章提及标的 深证成指 -- 上证指数 -- 创业板指 -- 深证成指（399001）盘中跌3%，上证指数（1A0001）跌1.54%，创业板指（399006）跌2.4%。

Hong Kong must bolster its role as an offshore renminbi hub and expand its bond market amid escalating tensions of the US-Israel strikes on Iran to attract global capital during turbulent times, the city’s sole delegate to the nation’s top legislative body has said. Starry Lee Wai-king, Hong Kong’s sole delegate to the National People’s Congress (NPC) Standing Committee and president of the Legislative Council, said this was one of the proposals she planned to make at the “two sessions” as political leaders, including Chief Executive John Lee Ka-chiu, arrived in Beijing for China’s top annual meetings. Hong Kong delegates are set to meet Xia Baolong, director of the Hong Kong and Macau Affairs Office (HKMAO), in a closed-door session on Tuesday afternoon, a day before the annual meeting of the country’s top political advisory body, the Chinese People’s Political Consultative Conference (CPPCC). Advertisement Before departing for the capital, Starry Lee said: “As geopolitical risks continue to escalate, Hong Kong must reinforce its position as an offshore renminbi hub. “We now need greater support from the bond market, especially amid the current volatile international environment. This will help attract more capital from various parts of the world.” Advertisement Lee said she would raise 10 proposals during the two sessions, including issuing more offshore renminbi government bonds in Hong Kong, establishing the first cross-border low-altitude flight route, and further easing land border crossings.

Oil prices made more gains on Tuesday after an Iranian official said his country will "set fire to anyone who tries to pass through" the Strait of Hormuz as the conflict between his country and the US and Israel continues.

中芯國際(00981)出現大手賣出11.15萬股，成交價$61.95，涉資690.742萬 AASTOCKS.com

A Hong Kong man has admitted killing his mother at a public rental flat four years ago under the delusion that she was a “monster lizard” who had pretended to be his family. Wong Chun-kit, 28, on Tuesday pleaded guilty to manslaughter on grounds of diminished responsibility, after prosecutors acknowledged he had suffered a relapse of schizoaffective disorder that substantially reduced his culpability in what was originally classified as a murder case. The High Court heard that Wong, who was unemployed and relied on a monthly government allowance, had been receiving mental healthcare since 2015 for schizophrenia symptoms, including auditory hallucinations, paranoid delusions and an irritable mood. The court had ordered that the defendant undergo presentencing assessments before sentencing. Photo: Sun Yeung On November 24, 2022, Wong’s mother, Sandy Lo Choi-kiu, 50, asked community psychiatric nurses from United Christian Hospital to visit their home in Sheung Wing House of Upper Ngau Tau Kok Estate, saying the accused had assaulted her and started speaking incoherently. Advertisement The jobless man left home immediately upon seeing the nurses and did not return until the following evening, after his mother filed a police report over his disappearance. Later that night, Wong told two friends by phone that he was unhappy with his mother for “making a big fuss” by calling the nurses and keeping him from meeting a woman. Advertisement Relatives and hospital nurses lost contact with Lo on November 25. When an aunt and a security guard checked the flat two days later, the defendant said his mother was out and that he did not know where she was.

Amazon.com (AMZN) stock is down 13.8% in 21 trading days. The recent slide reflects renewed concerns around heavy AI investments and impacts on cash flow, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story? Before judging its downturn reslience, let’s look at where Amazon.com stands today. Size : Amazon.com is a $2.2 Tril company with $717 Bil in revenue currently trading at $208.39. : Amazon.com is a $2.2 Tril company with $717 Bil in revenue currently trading at $208.39. Fundamentals : Last 12 month revenue growth of 12.4% and operating margin of 11.2%. : Last 12 month revenue growth of 12.4% and operating margin of 11.2%. Liquidity : Has Debt to Equity ratio of 0.07 and Cash to Assets ratio of 0.15 : Has Debt to Equity ratio of 0.07 and Cash to Assets ratio of 0.15 Valuation : Amazon.com stock is currently trading at P/E multiple of 28.7 and P/EBIT multiple of 22.4 : Amazon.com stock is currently trading at P/E multiple of 28.7 and P/EBIT multiple of 22.4 Has one instance since 2010 where it dipped >30% in < 30 days and subsequently returned 1.3% within a year. See AMZN Dip Buy Analysis. These metrics point to a Strong operational performance, alongside High valuation – making the stock Fairly Priced. For details, see Buy or Sell AMZN Stock That brings us to the key consideration for investors worried about this fall: how resilient is AMZN stock if markets turn south? This is where our downturn resilience framework comes in. Suppose AMZN stock falls another 20-30% to $146 – can investors comfortably hold on? Turns out, the stock saw an impact slightly worse than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn. Trefis: AMZN Stock Insights 2022 Inflation Shock AMZN stock fell 56.1% from a high of $186.57 on 8 July 2021 to $81.82 on 28 December 2022 vs. a peak-to-trough de...

BlackJack3D Tom Lee, chairman of Bitmine Immersion Technologies ( BMNR ), said on Monday that he’s “not worried” about Ethereum ( ETH-USD ) and expects the crypto market to rebound in March. According to him, not just the crypto market but also oversold software stocks and the Magnificent Seven are due for a recovery this month – they’ve either already bottomed or are close to hitting their low. “I think the worst of the selloff is going to happen this week. I would expect March to be an up month for the stock market,” Lee told CNBC during an interview . Cryptocurrencies weakened over the weekend after U.S. and Israeli strikes on Iran and Tehran’s retaliation unsettled global investors. However, when asked if he was worried about Ethereum, Lee said Ethereum has strong fundamentals, and because so many tokenization projects are being built on the chain, the price will catch up once the market opens up. He added that despite war-related concerns making investors nervous, he expects the stock markets to gain in March. Bitmine ( BMNR ) separately announced Bitmine crypto + total cash + "moonshots" holdings totaling $9.9 billion. The company has 3,040,483 staked ETH, representing $6.0 billion at $1,976 per ETH; the MAVAN staking solution is on track to launch Q1 2026, it added. More on Bitmine Immersion Technologies Bitmine Immersion: Ethereum's Biggest Public Whale Whale's Insight: Policy Uncertainty Triggers Cross Asset Repricing Bitmine Immersion: Extreme Fear, Asymmetric Setup CleanSpark tops crypto firms with $2B+ market cap in short interest as of mid-February Bitmine Immersion Technologies announces ETH holdings reach 4.326 million tokens

全球金融市场在高度不确定性中再度承压。 美国总统特朗普誓言在伊朗问题上将"不惜代价"，推动新一轮股票抛售潮， 能源价格持续攀升，而海湾地区的地缘安全局势正演变为波及全球经济的系统性风险。 周二，MSCI亚太指数最多下跌2.5%，创下自4月以来最差的两日累计跌幅；日韩股市集体大幅收跌。美股和欧股期货同步下行，显示跌势或将蔓延。布伦特原油在周一暴涨逾7%后，进一步逼近每桶80美元关口。 此次冲击叠加了已有的市场脆弱性：冲突爆发前，全球股市估值已处高位，人工智能大规模资本支出的可持续性亦受到质疑。油价飙升引发的通胀担忧进一步削弱了市场对美联储年内多次降息的预期，市场对首次降息的定价已推迟至9月，对2026年完成第三次降息的预期也在消退。 悉尼Van Eck Associates Corp.跨资产投资策略师Anna Wu表示：“特朗普说‘不惜一切代价’，从而升级了围绕伊朗的言论。这延长了波动性冲击。” 日经225指数收跌3.1%，日本东证指数收跌3.2%，丰田汽车、索尼跌超6%。 韩国综合指数收盘大跌7.2%，创2024年8月5日以来最大单日跌幅，现代汽车跌近12%，SK海力士跌超11%。 美股期货同步走低，纳斯达克100指数期货跌幅扩大至1%。标普500指数期货下跌0.7%。 澳大利亚S&P/ASX 200指数收盘下跌1.3%，报9,077.30点。 美元指数延续前一交易日0.7%的涨幅。 韩元兑美元一度下跌1.9%，至1467.8，为2月24日以来最低水平。 10年期美债收益率维持前一交易日4.04%附近。 澳大利亚10年期国债收益率周二早盘大幅跳升10个基点至4.73%。 日本5年期国债收益率亦上涨逾5个基点至1.585%。日本40年期国债收益率上行5个基点至3.555%。 布伦特原油在周一飙升逾7%后延续升势，周二进一步逼近每桶80美元。 现货黄金回落至5300美元/盎司下方，日内跌0.45%。现货白银失守85美元/盎司，日内跌5.62%。 亚太股市领跌，美欧期货跟进 周二亚太股市全线下挫，MSCI亚太指数周二一度下跌2%，日经225指数跌幅扩大至3%，现报56292.02点。韩国首尔综指日内暴跌7%。SK海力士和三星股价跌幅扩大至接近10%。 尽管市场短期波动加剧，高盛首席亚太区股票策略师Timothy Moe在接受媒体采访时表示，中东局势可能成为市场"早该到来的...