Stocks sold off on the last trading day of February. Markets were spooked by a stronger-than-expected reading for producer-price inflation. The Dow industrials dropped 1.1%, or 521 points. The Nasdaq composite fell 0.

中東局勢緊張，有住在迪拜的港人憂慮局勢惡化，希望特區政府協助撤離。旅議會就指迪拜機場暫時關閉，影響中東、歐洲及非洲旅客，暫未知有多少旅行團受影響，但全部安全。 除了伊朗陷入戰火，鄰近的阿拉伯國家亦未能倖免。在迪拜從事資訊科技的港人Tony，對今次戰爭有深刻體會。 居迪拜港人Tony說：「聽到非常接近的攔截爆炸聲，就在我頭頂爆，家裡門窗感受到一定震動，非常害怕。」 面對未知，Tony已做好準備，買定乾糧、準備好「逃生袋」。更不敢靠窗睡。他打算到鄰國阿曼，再飛去亞洲其他地方，但未出發當地已受襲。 Tony稱：「我有兩位小朋友，帶著他們的話，很擔心如果去到那邊機場又封閉，我們便很徬徨，只能靜靜在家等待時間過去。最擔心進一步惡化，會否停電或斷網。」 他希望特區政府協助撤離，避開戰火威脅。 Tony說：「希望有多些支援，或有更迅速的安排或提醒。」 同樣住在迪拜的華人董先生，就指市面一切如常。超市貨品充足，未見有「搶購潮」。 居迪拜華人董磊表示：「迪拜真的就是，馬照跑、舞照跳、飯照吃。天上掉下來一個東西，他目標不是打你，這是兩個概念，我們不能為了擔心有交通事故不出門。」 他們都指平民不應被捲入政治鬥爭，希望戰爭早日平息。

格隆汇3月2日｜以色列航空2日发布声明称，一旦特拉维夫附近的本-古里安国际机场重新开放，该公司准备开始安排航班接回滞留海外的以色列公民。该计划第一阶段涉及的城市包括纽约、迈阿密、洛杉矶、曼谷、普吉、拉纳卡、雅典、罗马、米兰、巴黎、布达佩斯、第比利斯、索非亚、华沙、布加勒斯特、马德里、伦敦、巴塞罗那、日内瓦、阿姆斯特丹、慕尼黑和苏黎世。

新产业公告，拟使用自有资金以集中竞价交易的方式回购公司部分社会公众股份，回购资金总额不低于人民币5000万元（含），不超过人民币1亿元（含），回购股份价格不超过人民币70元/股（含）。

美股期货欧盘阶段继续延续下跌，道指期货跌1.5%，跌超700点。纳斯达克100指数期货跌幅扩大至2%，标普500指数期货下跌1.6%。

Former US Ambassador to Israel Daniel Shapiro says it's not clear how the war with Iran will end. In an interview on Bloomberg Daybreak Europe, Shapiro said there could be scenarios in which an even more hard line regime takes hold in Iran. Shapiro also says President Donald Trump has presented a "confused and inconsistent" case and strategy for the war. (Source: Bloomberg)

格隆汇3月2日｜近日，卡尔动力宣布完成超1亿美元B轮融资，本轮融资由地平线与高榕创投联合领投，红旗创投、峰尚资本、东方嘉富等重磅联合投资，部分老股东超额跟投。 作为行业内首家实现干线无人货运商业化闭环的企业，卡尔动力已率先跑通从技术到商业的全链条验证，公司累计货运量达12亿吨公里，运营自动驾驶卡车规模超400辆，累计运行里程超3500万公里。本次融资资金将主要用于加速干线货运的无人规模化拓展，通过打造“运输机器人+物流操作系统”的智慧运输体系，构建覆盖全域的智能运力网络。公司预计在今年内实现千台自动驾驶卡车的赋能与部署，在未来几年实现万台级Robotruck智慧赋能。 地平线正通过生态合作伙伴，从乘用车辅助驾驶切入多元化场景，从L2 级辅助驾驶进入L4级自动驾驶。此次与卡尔动力深化合作，就是这一战略的体现。除卡尔动力之外，地平线还与行深智能等公司达成合作，将生态边界拓展至Robotaxi、干线物流、无人小车等场景，高效稳健推动自动驾驶产业迈向终局。目前，地平线已联动上下游合作伙伴超200家，覆盖量产全链条。

The halt to energy shipments through the Strait of Hormuz is disrupting how some of the world’s major oil grades are priced. S&P Global Energy has stopped accepting bids and offers for crude varieties that need to transit the vital chokepoint in its trading window that helps set the price for the Dubai regional benchmark, it said in a note to subscribers on Monday. The grades include Dubai, Upper Zakum, Al-Shaheen and some Murban cargoes, it said. The pause comes as the crisis in the Middle East widens and vessels stop crossing Hormuz, leaving crude and fuel markets at risk of dislocation. In such cases, allowing bids and offers on the so-called Platts market-on-close platform may create wild swings that don’t reflect fundamentals, according to traders, who asked not to be named as they’re not authorized to speak publicly. Platts, as the S&P Global Inc. unit is better known, sets the Dubai oil price, against which most Middle Eastern crudes are pegged. Dubai prices are set daily, taking reference from bids, offers and trades in Asia during a half-hour trading window. The move is an admission that, in this unprecedented situation, the physical “Arab-Gulf market has become unhinged and rudderless,” said John Driscoll , chief strategist at JTD Energy Services Pte. in Singapore. “Platts has faced challenges to their methodology before, such as whenever sanctions get imposed, but now we’re arguably in a more dire predicament.” S&P Global Energy will also stop publishing bids and offers for Middle East refined oil products that load from inside Hormuz in the same market-on-close trading window, it said in a separate note on Monday. Loadings of Murban, Abu Dhabi’s flagship grade, from Jebel Dhanna are affected. However, the variety can also be loaded from Fujairah, which sits outside Hormuz, so bids and offers are still being accepted for these cargoes. Asian refiners are dependent on the Middle East for the bulk of their oil. If problems with the pricing mechanism persist...

格隆汇3月2日｜泰国SET指数跌3%，至1,482点。

美股期货跌幅扩大，纳斯达克100指数期货跌幅扩大至2%，标普500指数期货下跌1.6%，道指期货跌1.6%。

A worker who was bitten three times by an eight-year-old boy wants more support from the council.

Novo Nordisk A/S will spend €432 million ($507 million) upgrading an Irish factory to produce its hit Wegovy weight-loss pill for markets outside the US, the Irish Times reported Monday. The facility will provide significant additional capacity for current and future obesity and diabetes medicines, the Irish newspaper cited the Danish pharmaceutical company as saying. A Novo spokesperson confirmed the size of the investment. Bloomberg previously reported Novo was planning to expand the facility in Athlone, in Ireland’s midlands region. The Wegovy pill is a key part of Novo’s battle to remain competitive in the weight-loss market it once dominated. Last week, Novo stock wiped out the last of the years-long surge that followed the 2021 US approval of its Wegovy shot. A next-generation shot, CagriSema, delivered less weight loss in a study than rival Eli Lilly & Co. ’s blockbuster Zepbound drug, putting Novo’s future competitiveness into question. Lilly also makes the active ingredients for its weight-loss drugs in Ireland, announcing an $800 million facility expansion at its Cork facility in 2024. Around two years ago Novo pulled out of plans to build a factory near Dublin and it cut jobs at the Athlone site in September last year, according to media reports.

新泉股份公告，公司于2026年2月4日召开董事会，审议通过了在河南省开封市投资设立全资子公司开封新泉汽车零部件有限公司的议案。近日，该公司已完成工商注册登记手续，并取得《营业执照》。注册资本为人民币5000万元，主要从事汽车零部件的研发、设计、制造和销售。本次投资符合公司经营发展需要，有利于培养新的利润增长点，提高综合竞争实力。

Some Palestinians say they fear the widening war sparked by US and Israeli attacks against Iran could overshadow the fragile situation in Gaza, just over a week after US President Donald Trump rallied billions of dollars in pledges for the territory’s reconstruction and tried to nudge a ceasefire forward. Residents said they were scared of neglect and deprivation, with Israel in the wake of the weekend strikes closing all crossings into their shattered territory of over 2 million people. COGAT,...

港股收盘，恒生指数跌2.14%，恒生科技指数跌2.89%。恒指港股通ETF银华（159318）跌2.07%，港股通科技ETF鹏华（159751）跌2.98%。板块方面，能源设备与服务、石油与天然气板块涨幅靠前；客运航空公司、生物科技板块跌幅靠前。个股方面，中石化油服涨34.0%，佳鑫国际资源涨23.15%，联合能源集团涨23.08%，信义玻璃涨12.43%，赤峰黄金涨12.15%；五一视界跌14.87%，迅策跌14.37%，云知声跌11.2%，天数智芯跌10.97%，碧桂园跌9.86%。

財政司司長陳茂波稱，中東是香港的重要市場，國家與中東關係良好，對香港有利。特區政府近年到中東國家外訪頻繁。對於中東局勢目前仍然緊張，財政司司長陳茂波稱，香港仍是「安全港」。至於戰亂地區，會等待局勢穩定後再前往，強調中東是重要市場。 ➤ 陳茂波：中東是重要市場 國家與中東關係良好對香港有利 國泰航空指因應中東地區局勢的最新發展，暫時停止營運由香港往返沙特阿拉伯利雅得及阿聯酋迪拜航班。 ➤ 美以襲伊朗｜國泰暫停營運由本港往返利雅得及迪拜航班 昂船洲政府船塢，早上有船發生爆炸，六人受傷。據了解，涉事的是故障海事處船隻。 ➤ 昂船洲有海事處船隻爆炸六傷 初步懷疑因引擎故障 九龍灣彩石里簡約公屋今日入伙，提供148個單位，最大是四至五人單位。 ➤ 九龍灣彩石里簡約公屋今日入伙 何永賢指校舍改建適合居民活動 政府提出收購大埔宏福苑七座大廈的業權，設立的查詢熱線今日起運作。 ➤ 宏福苑五級火｜政府提出收購七座大廈業權 查詢熱線今日起運作 運輸署宣布本月16日起，取消免試簽發駕駛執照即日籌，全部改為網上預約，每日名額增至550個。 ➤ 本月中起免試簽發駕照改為網上預約 當局指系統可偵測自動程式搶籌等

奥泰生物公告，2026年3月2日，公司通过集中竞价交易方式首次回购公司股份11.7万股，占公司总股本79280855股的比例为0.15%，回购成交的最高价为67.89元/股，最低价为66.4元/股，支付的资金总额为人民币787.69万元（不含印花税、交易佣金等交易费用）。

港股收市報26,059點，跌570點。

港股收市報26,059點，跌570點。

AMD launches Ryzen AI PRO 400G desktop APUs, iGPU tops out at Radeon 860M with 8 CUs VideoCardz.com

2026年的中国一级市场，割裂感前所未有：一边是真机遇、真赛道、真需求；另一边是高估值、高波动、高风险。理性在提醒我们：好赛道≠好投资，国家战略≠稳赚不赔，高估值≠必然陷阱 资料图：浙江嘉兴，国鸿氢能科技公司生产车间。图：视觉中国 一边是GPU、商业航天、AI大模型赛道烧得发烫，明星项目估值一个高过一个；另一边，之前被捧上天的一些公司，业绩出来股价直接腰斩。这种割裂感给投资人带来新挑战——到底是产业升级的长期机遇，还是资金、政策、情绪共振下的估值泡沫？ 高估值并不是一定就有陷阱，但技术壁垒真的能兑现成业绩吗？回顾历史，每次大产业机会最后都是少数人赚钱、多数人买单。 只有股权投资行业人士听得懂的自嘲是： “这次会不一样吗？” 历史上的今天：光伏、氢能和铁路 1.那两波“国家战略”后来怎么样了

国家税务总局税收大数据分析显示，2025年全国统一大市场建设纵深推进，省际贸易销售额同比增长4.5%，占全国销售额的41%，较上年同期提高0.8个百分点。全国超八成省份的省际销售额增速实现正增长。同时，重点区域辐射带动作用显现。2025年，京津冀、长三角、珠三角地区的区域外销售额同比分别增长4%、6.2%和4.6%；重点区域之间贸易往来频繁，京津冀销往长三角、珠三角销往成渝地区销售额同比分别增长6.7%和7.8%。此外，跨省贸易经营主体户数快速增长。2025年，全国跨省异地销售的涉税经营主体户数同比增长8%，占发生销售行为总户数的一半以上。（央视新闻）

111 Capital Has $3.17 Million Position in Oracle Corporation $ORCL MarketBeat

111 Capital Has $1.44 Million Holdings in Qualcomm Incorporated $QCOM MarketBeat

AlphaQuest LLC purchased a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,731 shares of the iPhone maker's stock, valued at approximately $695,000. Several other hedge funds and other institutional investors have also modified their holdings of the stock. American Alpha Advisors LLC lifted its holdings in shares of Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock worth $293,000 after acquiring an additional 41 shares during the period. Capstone Wealth Management LLC raised its position in Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock worth $2,174,000 after purchasing an additional 42 shares in the last quarter. Aspetuck Financial Management LLC raised its position in Apple by 0.3% in the third quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker's stock worth $4,507,000 after purchasing an additional 46 shares in the last quarter. Baker Boyer National Bank lifted its stake in Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock worth $3,695,000 after purchasing an additional 47 shares during the period. Finally, Beddow Capital Management Inc. lifted its stake in Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker's stock worth $533,000 after purchasing an additional 47 shares during the period. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up More Apple News Here are the key news stories impacting Apple this week: Analyst Upgrades and Downgrades A number of brokerages have weighed in on AAPL. Loop Capital reiterated a "buy" rating and issued a $325.00 price target (up from $315...

格隆汇3月2日丨路威酩轩跌4.3%，历峰集团跌4.7%，斯沃琪股价跌6%。

格隆汇3月2日丨美国主要股指期货跌幅进一步扩大，道琼斯指数期货跌1.51%，标普500指数期货跌1.55%，纳斯达克100指数期货跌1.97%。

格隆汇3月2日丨莱茵金属上涨6%，BAE上涨7.8%。