财联社3月2日讯（编辑 冯轶） 今日港股走弱下行，截至收盘，恒生科技指数大跌2.89%。恒生指数、国企指数分别下跌2.14%及1.78%。 【避险情绪引发场内抛盘涌现 恒指险守26000点】 盘面上，今日大型科网股表现低迷，小米跌约5%，美团、阿里、百度均跌超4%，快手、京东也明显跟跌，腾讯相对抗跌仅跌0.77%。 其他方向上，大金融板块全线走低，中国人寿、建设银行等蓝筹股领跌。此外，航空、软件、光伏、地产、半导体、家电等多个行业集体下行。 上涨的板块中，地缘风险升温，带动黄金、石油、海运等受益板块走强。 整体上看，市场对地缘局势的突然升级猝不及防，场内避险情绪陡然升温。 恒指今日收盘虽险守26000点关口，但全天放量成交3576.79亿港元，多空激烈博弈下明显有恐慌性抛盘涌出。 此外，沽空方面，当日总沽空金额为491.36亿港元，相当于恒指成交额的13.74%，空头资金占比也升至阶段性高位。 小米集团-W、阿里巴巴-W、腾讯控股沽空金额位居前三，分别为32.42亿港元、27.18亿港元、23.93亿港元。 【热门板块跌多涨少 冲突受益概念成短线首选】 行情层面，今日港股各大热门板块跌多涨少。此外，亚太股市也普遍走势低迷，MSCI亚太指数收跌1.73%，避险和冲突受益概念成为短期市场热点。 由于中东局势直接影响能源供应，油气、油服、油运板块成为资金条件反射式的首选。此外，黄金、有色等资源股也备受关注。 短线而言，市场受到“黑天鹅”式的冲击，情绪面干扰占据上风，或需经历风险释放过程。而业绩、政策端的中长期逻辑重要性已暂时靠后。 【A股放量收涨稍显强势 机构看好春季行情延续】 有意思的是，今日A股稍显强势，沪深两市成交额3.02万亿，较上一个交易日放量5327亿。但全市场仍有超4200只个股下跌。 光大证券表示，春季行情的延续性未受根本影响，两大核心变量中，全国两会政策落地将成为市场行情的核心催化，而地缘冲突仅为短期情绪扰动，难以改变A股市场的中期运行节奏。 展望后市，中信建投研报也表示，近期内外部扰动因素有所增多，多空力量仍在拉力角逐，春季行情预计进入尾声，市场由上行期转向震荡阶段。 美伊地缘冲突短期难以缓解，国际油价和贵金属价格可能因此持续强势，战略资产有望长期溢价。 另一方面，AI算力需求和资本开支强劲扩张，AI算力外溢带动细分产业涨价值得关注，有望在2026年形...

大商所液化石油气（LPG）主力合约大涨5%，报4955元/吨。

The Supreme Court overturned a large majority of President Trump's tariffs, and that means margin relief (and potential refunds) for these 3 companies.

英伟达宣布与Lumentum合作，共同开发

Stock Market Today: The Dow Jones index tumbled 500 points Monday on the U.S.-Iran attacks. Nvidia stock and Tesla sold off.

南苏丹北部发生暴力冲突，造成至少120人死亡，死者包括80名平民和40名安全部队成员。南苏丹团结州新闻部长已证实此事件。联合国南苏丹特派团在声明中也证实该地区暴力事件激增，身份不明的武装人员于3月1日4时30分左右发起冲突，持续近4个小时，约有1000名平民流离失所，正在联合国基地寻求庇护。（央视新闻）

财联社3月2日讯（编辑 史正丞） 北京时间周一晚间，全球最大天然气生产商卡塔尔能源（QatarEnergy）在一份简短的公告中宣布停产，引发天然气市场巨震。 公司在声明中写道：“ 由于卡塔尔能源位于卡塔尔国拉斯拉凡工业城（Ras Laffan Industrial City）和梅赛义德工业城（Mesaieed Industrial City）的运营设施遭到军事袭击，卡塔尔能源已停止液化天然气（LNG）及相关产品的生产。 ” 据悉，这家卡塔尔国有能源公司在全球液化天然气出口市场占据约20%的份额。 受此消息影响， 欧洲TTF天然气期货短时飙涨近50% ，最新报价超过47欧元/兆瓦时。 目前尚不清楚卡塔尔天然气设施受破坏的程度，也无法确认停产将持续多少时间。 稍早前，卡塔尔国防部曾发表声明称， 上述设施遭到两架伊朗无人机袭击 。其中梅赛义德工业城一座发电厂的水箱遇袭，而拉斯拉凡工业城的情况没有明确表述。拉斯拉凡拥有全球最大的液化天然气出口设施、世界最大的人工港口，以及覆盖液化天然气、天然气制液（GTL）、石化、炼油等领域的庞大基础设施，同时还配套建设了发电及海水淡化一体化装置。 （来源：卡塔尔国防部） 今日早些时候，中东石油巨头沙特阿美曾宣布，日产量55万桶的拉斯坦努拉炼油厂因“预防性措施”关闭。

MWC 2026世界移动通信大会今日召开。小米集团合伙人、总裁、手机部总裁卢伟冰与新浪科技等媒体进行了对话。卢伟冰介绍，小米在芯片、操作系统、机器人等底层技术上的投入是相互打通的，这些技术的共通性很强，这也为机器人未来的智能化、规模化应用奠定了坚实基础。“未来五年内，人形机器人有望大规模进入小米的各类产线，承担更多重复性、高强度的工作，进一步提升生产效率。”（新浪科技）

Anthropic正在调查Claude AI错误较高的现象…… ①阿里巴巴大模型B端品牌和C端应用品牌将统一为“千问”； ②亚马逊将在西班牙追加投资210亿美元，用于数据中心和人工智能； ③Anthropic正在调查Claude AI错误较高的现象。

California Resources Corporation Reports Fourth Quarter and Full-Year 2025 Financial and Operating Results; Announces 2026 Guidance

美國和以色列繼續攻擊伊朗，美國在行動中陣亡的美軍增至四人。伊朗稱用導彈襲擊以色列總理辦公室，造成嚴重破壞。伊朗軍方表示，擊落了三架美軍戰機。美軍稱戰機是被友軍誤擊。 伊朗紅新月會表示，至今有500多名伊朗人在美國和以色列的襲擊中遇難。外交部證實，一名中國公民日前在伊朗首都德黑蘭在軍事衝突中受到波及，不幸遇難。中方又批評美國和以色列對伊朗軍事打擊違反國際法。 而美國總統特朗普稱，對伊朗的打擊行動或持續四星期。

Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition we look at how fragile global trade routes are, whether they be the Gulf straits channeling the world’s oil or a small bridge in central Africa that funnels key new-energy minerals. Gold and oil surge on Iran conflict Another African war looks likely And finally, Kenya’s central bank chief says his job is easy Swept Away A critical energy chokepoint got cut off at the weekend, exposing the fragility of global trade routes. And we’re not talking about the Suez Canal or Strait of Hormuz that’s clogged by the war on Iran . Heavy rains in northern Zambia washed away a bridge on the highway south of its main border crossing with Democratic Republic of Congo, severing what’s become one of the world’s most important supply routes for copper . The bulk of exports from Congo have historically flowed through the Kasumbalesa border with Zambia, before trucks haul the produce to ports around southern Africa. Congo has raced to become the second-biggest producer of the metal that’s critical to powering data centers, electric vehicles, and even defense industries, with Zambia’s output expanding rapidly too. Zambian authorities are now rushing to repair the collapsed Kakosa bridge and reopen the route. Given it’s a small stream, the collapse probably won’t have an enduring impact on global copper markets, but the incident serves as a stark reminder of just how vulnerable the world economy is to trading chokepoints. The latest Iran conflict has also dimmed hopes of an imminent revival for the Suez Canal, a key pillar of the Egyptian economy. For Zambia and Congo, the blockage highlights the urgent need to build more diversified logistics as they ramp up copper shipments to a global industry that can’t get enough of the metal. The US and European Union are already involved in helping to refurbish and expand a centur...

Tesla Inc.‘s (NASDAQ:TSLA) Robotaxi in Austin is cheaper when compared to its rival, Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo. 2x Cheaper Than Rival In a new research note released on Thursday, analysts from investment bank Jeffries analyzed ride-hailing services from Tesla and Waymo, taking over 15 rides in a Tesla and over 19 rides in Waymo. Analysts found that Tesla offered just 2 of the 15 rides without a safety driver and that they also failed to book a ride due to unavailability

Musk's Tesla Robotaxi Is Cheaper Than Waymo, But Longer Waiting Times And More Human Drivers Are A Drag, Analysts Say Yahoo Finance

据塔斯社等俄媒报道，俄罗斯总统新闻秘书佩斯科夫就阿曼斡旋的美伊谈判表态称：“我们对此只能表示深切失望。尽管相关报道显示谈判曾取得重大进展，但局势仍不可避免地滑向了公然的侵略。”佩斯科夫透露，俄方正与伊朗领导层保持持续接触，就伊朗及周边地区局势展开深入磋商。与此同时，莫斯科也在继续与包括波斯湾国家在内的各冲突相关方领导层进行对话。报道还称，俄罗斯总统普京计划于2日晚些时候就伊朗局势举行一场国际电话会议，相关通话对象暂未披露。（中新网）

A soupy, substantial version of a classic Persian chard and yoghurt dip, bulked up with beans and crowned with a crisp garlic and brown butter topping I am emphatically not a dip person (see also: salad), but the first time I tried chard borani , a Persian dip made with chard and yoghurt, I became so obsessed that we’ve been having it on repeat at home ever since. Today, I’m sharing my soup version, thickened with beans and topped with crisp garlic and brown butter. It’s perfect served with flatbreads, and takes just minutes to put together: a homage to the excellent original. Continue reading...

Chinese technology companies that have rapidly expanded across the Middle East face a sudden test amid Iran’s response to the US-Israel attack, as mounting hostilities disrupt their operations. Several firms that accelerated investment in the region over the past year have temporarily suspended services, shifted staff to remote work and reviewed contingency plans as security risks mount in the short term. Baidu, which began operating its Apollo robotaxi service in Abu Dhabi, the capital of the...

格隆汇3月2日｜RBC BlueBay资产管理公司的Neil Mehta在报告中指出，受政府支出需求增加及收入有限的影响，英国公共财政长期可能恶化。他表示：“政府面临着巨大的增加国防开支的压力，但他们正苦于寻找资金来源。”Mehta还提到，福利支出也在不断上升，且英国经济增长疲软。英国财政大臣里夫斯将于周二的春季预算报告中，向议员们提交一份关于公共财政的报告。

Rami Elghandour, President of Arcellx (NASDAQ:ACLX) , sold 89,916 shares for approximately $10.24 million on Feb. 27, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($113.92); post-transaction value based on Feb. 27, 2026 market close ($113.79). Continue reading

Rami Elghandour, President of Arcellx (NASDAQ:ACLX) , sold 89,916 shares for approximately $10.24 million on Feb. 27, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($113.92); post-transaction value based on Feb. 27, 2026 market close ($113.79). Continue reading

GetYourGuide Appoints Rob Rekrutiak as Chief Product Officer GetYourGuide scales product leadership to capture the €420 billion global experiences market through AI-led platform innovation Berlin, Germany | March 2, 2026 GetYourGuide, the world's leading marketplace for travel experiences, on Monday named Rob Rekrutiak as its Chief Product Officer. Rekrutiak joins from senior product leadership roles at Google, Lyft and Gojek — the Southeast Asia’s food delivery leader — and will be based at the

PRINCETON, N.J., March 02, 2026 (GLOBE NEWSWIRE) -- UroGen Pharma Ltd. (Nasdaq: URGN), a biotech company dedicated to developing and commercializing innovative solutions that treat urothelial and specialty cancers, today announced financial results for the fourth quarter and full year ended December 31, 2025, and provided an overview of recent developments.

Recently Completed Inaugural Kinetic ABS and Refinancing Activity Strengthens Uniti’s Balance Sheet at Attractive Cost of Capital

NEW YORK, March 02, 2026 (GLOBE NEWSWIRE) -- Aeries Technology, Inc. (NASDAQ: AERT) (“Aeries” or the “Company”), a global leader in AI-powered business transformation and Global Capability Center (GCC) services, today announced that its Board of Directors has authorized a share repurchase program of up to $5.0 million of the Company’s outstanding Class A ordinary shares over a twelve-month period.

MIRAMAR, Fla., March 02, 2026 (GLOBE NEWSWIRE) -- HCW Biologics Inc. (the “Company” or “HCW Biologics”) (Nasdaq: HCWB), a clinical-stage biopharmaceutical company focused on discovering and developing novel immunotherapies to lengthen healthspan by disrupting the link between inflammation and disease, today reported that, on February 26, 2026, the Nasdaq Hearings Panel (the “Panel”) of The Nasdaq Stock Market LLC (“Nasdaq” or the “Exchange”) found that the Company regained compliance with all continued listing rules of The Nasdaq Capital Market.

Following the reverse share split, the Company will have approximately 565,000 outstanding shares, out of which approximately 561,533 will be publicly held

SAN FRANCISCO, March 02, 2026 (GLOBE NEWSWIRE) -- Meltwater, a global leader in media, social, and consumer intelligence, today announced Doug Balut, Senior Vice President of Global Alliances and Partnerships, has been named to CRN’s 2026 Channel Chiefs list, marking his fifth time receiving the recognition. The CRN Channel Chiefs list honors channel vendor and distributor executives who are redefining what’s possible in the partner channel and driving exceptional outcomes for their organization

Algimantas Barzdzius/iStock via Getty Images Co-authored by Kody's Dividends As analysts, we enjoy covering Dividend Aristocrats. Why is this the case? Because we are "show us" investors. We don't like to just hear about how companies value their shareholders. We appreciate it when they demonstrate their regard for shareholders through their actions and words aligning with each other. Dividend raises year after year do the most to convince us of a company's commitment to shareholders. That's because we believe doing so is the true litmus test of quality for dividend stocks. Returning more cash to shareholders each year is only something that the following businesses can sustainably do: Companies with proven business models. These reliably generate higher earnings over time, which supports growing dividend payments to shareholders. Businesses with manageable payout ratios. We look for payout ratios that are better than the industry-safe standards set forth by rating agencies. This provides a cushion for the dividend through periods of temporary challenges. Companies with investment-grade balance sheets. By maintaining solid financials, a company is less likely to be put in the position to choose between an investment-grade credit rating (and an accretive cost of capital to go along with it) and its dividend obligation to shareholders. This brings us to our focus for today, which is Eversource Energy ( ES ). Just last month, ES upped its quarterly dividend per share by 4.7% to $0.7875 . This raise built on its reputation of already being a Dividend Aristocrat. ES is one of the least shorted utilities in its sector , a unique distinction in the market as a whole. When we last covered ES with a "Buy" rating in January , we thought its 5% to 7% annual non-GAAP EPS growth target was attainable. We also appreciated its BBB+ S&P credit rating. Clinching the buy case, shares were trading at a double-digit percentage to our fair value estimate. Fast forward to today, and we'r...

Follow Julian Lin on Seeking Alpha! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Past performance is no guarantee of future results. Content is offered for information purposes only. Unless stated otherwise, any and all individuals participating in the video are third parties that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Unless stated otherwise, the views or opinions expressed may not reflect those of Seeking Alpha as a whole. The accuracy and completeness of content shared cannot be guaranteed. Seeking Alpha does not take account of your objectives or financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Nicole Benjamin : Hey, everybody. It's Nicole Benjamin, your host here at Seeking Alpha to bring to you another episode of our new series Portfolio Pulse, where, as the name suggests, we're going to be keeping a pulse to all the big financial moves happening in the market. Now, for today's episode, I'm joined by none other than Julian Lin. He's going to be helping us dive into all things IIPR. So, without further ado, thank you so much, Julian, for joining us today. Julian Lin : Yes. Thanks for having me. NB : Now, I see you've been here on Seeking Alpha since 2017. So, for the people listening in, give us a little bit about yourself. Where do you come from in the financial space? What's your investment style? What sector is your expertise? JL : Yes. So, I started as a reader on Seeking Alpha about a decade ago. I enjoyed investing so much. I decided to start writing. So, I've been writing ever since on Seeking Alpha. And I, since then, I started a investing group called Best of Bree...

Redfox_Ca/iStock Editorial via Getty Images Recap I originally covered The Brink's Company ( BCO ) in May of last year following their Q1 2025 earnings release. At that time, the stock traded for about $86 per share and, according to my free cash flow valuation model, appeared to be overpriced by quite a bit. Since my initial write-up, the stock has had a return of more than 34%, approximately double that of the S&P 500, as measured by ( SPY ). Additionally, the share price recently took a big hit following their Q4 2025 earnings call, and the announcement of a deal to acquire NCR Atleos for $6.6B in cash and stock. Due to these recent events, let's take another look at Brink's and try to ascertain where the company might go from here. Data by YCharts Q4 Earnings and 2025 Full-Year Results On Thursday, February 26th, Brink's announced their Q4 2025 & Full-Year earnings results after the market closed. The company reported Q4 earnings per share of $1.62, missing analyst estimates by a wide margin ($0.86), on revenue of $1.38B, which exceeded analyst expectations by roughly $25M and was a year-over-year rise of 9%. Moreover, Non-GAAP earnings per share were $2.54, $0.07 above the consensus. Full fiscal 2025 results showed GAAP EPS of $4.70, a 30% increase relative to FY24, and Non-GAAP EPS of $8.05, a 12% jump compared to fiscal 2024. Finally, full-year revenue grew about 5% to $5.26B. Quarterly Results: In total, revenue increased $115M, or 9%, with organic growth and foreign currency translation contributing to the bulk of that jump, while M&A activity minimally impacted these results. Operating earnings surged more than 70% in Q4, as the operating margin improved nearly 500 bps to close the quarter north of 13%. North America revenue increased 9%, from $420M to $456M, all stemming from organic growth, and strong operational efficiency, as well as route optimization. Operating earnings for this segment expanded by ~$22M, a stunning 42% jump. Latin America fared diff...