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凯投宏观:日本对中东断供具备免疫力 惟周边出口萎缩成隐忧

格隆汇 📅 03/06 16:59
格隆汇3月6日|凯投宏观在一份报告中表示,中东冲突对日本经济的影响可能有限。其亚太区主管Marcel Thieliant指出,尽管日本几乎所有的能源都依赖进口——其2025年94%的石油进口来自中东,但相对于国内消费量,其石油储备正处于历史高点附近。此外,日本仅有约10%的液化天然气进口自中东,且发电用的天然气很容易被煤炭替代。然而,凯投宏观警告称,该地区其他经济体缺乏日本这样的缓冲能力,一旦这些...

Luxury jets to 'blanketgate': Five times Kristi Noem made headlines

BBC News 📅 03/06 16:59
Lewandowski reportedly walked into the cockpit of the Coast Guard plane as it was ascending and demanded to know where Noem's blanket was. In a text with Reuters, Lewandowski disputed the account of the incident, which the media dubbed "blanketgate".

东方中科:公司收到涉案金额约为1.72亿元的仲裁通知书

同花顺 📅 03/06 16:59
东方中科(002819)公告,公司收到中国国际经济贸易仲裁委员会出具的《DC20260219号业绩承诺及补偿协议争议案仲裁通知》。已受理万里锦程创业投资有限公司及刘达递交的以公司为被申请人的关于业绩承诺补偿事项的仲裁申请,涉案金额约为1.72亿元。

“全民养虾”,大厂觉醒

36kr 📅 03/06 16:59 9988.HK700.HKAAPL.O
大厂终于意识到:AI从精英阶层的“玩具”,真正走向了普罗大众的“工具”。 2026年开春,一只红色的“小龙虾”爬满了全球开发者的屏幕,也开始闯入无数普通人的生活。 “小龙虾”叫OpenClaw,曾用名Clawdbot、Moltbot,短短数月内,它从GitHub上收获了14.5万颗星的奇迹。春节刚刚过后的北京、上海和深圳各地,陆续开启了各种线下分享会、线上直播,聚齐了对OpenClaw感兴趣的人,...

龙虎榜丨腾龙股份今日涨停 上榜营业部席位全天成交6425.85万元

格隆汇 📅 03/06 16:59
格隆汇3月6日|腾龙股份今日涨10.04%,龙虎榜数据显示,上榜营业部席位全天成交6425.85万元,占当日总成交金额比例为22.31%。其中,买入金额为4311.4万元,卖出金额为2114.45万元,合计净买入2196.95万元。具体来看,国泰海通证券股份有限公司总部、华泰证券股份有限公司总部分别买入976.45万元、957.95万元;华泰证券股份有限公司无锡分公司、国信证券股份有限公司宜兴人民...

Think You're Ready to Claim Social Security? 3 Rules to Review First

Nasdaq 📅 03/06 16:59 NVDA.O
Key Points It's important to understand how Social Security calculates benefits. Know how your filing age affects your monthly checks. Read up on what happens when you work while receiving benefits. The $23,760 Social Security bonus most retirees completely overlook › Claiming Social Security is probably one of the biggest financial decisions you'll make in the context of retirement. And as you're...

研报掘金丨华泰证券:维持金山办公“买入”评级,目标价380.64元

格隆汇 📅 03/06 16:58
格隆汇3月6日|华泰证券研报指出,AI带动业绩提速,金山办公预计25年营收同比+16%。公司作为国内“AI+办公”龙头企业正全面推进业务AI 升级。25年公司AI带动业务增长,预计25年营收同比+16%(据业绩预告披露);26年公司有望通过AI功能充分激发企业及个人文档数据价值,看好公司业绩持续放量。参考可比公司26E 13.9xPS(Wind 一致预期),考虑公司卡位优势与AI业务推进顺利,暂时...

Leak from secret UK meeting on US attacks on Iran an ‘absolute travesty’, says Lammy

The Guardian 📅 03/06 16:58
David Lammy has said it is an “absolute travesty” that details were leaked from a top secret national security meeting on the US-Israel attacks on Iran and has called for an investigation. Cabinet splits at a national security council meeting, which is protected by the Official Secrets Act, over allowing the US to use British bases for the strikes against Iran were reported over the weekend. Keir ...

Arete下调AppLovin目标价至340美元

格隆汇 📅 03/06 16:58
格隆汇3月6日|Arete将AppLovin的目标价从458美元下调至340美元,评级则从“卖出”上调至“中性”。(格隆汇)

Could Nvidia Stock Double in 12 Months? This Analyst Thinks So.

Yahoo 📅 03/06 16:58 NVDA.O
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Cardinal Point Capital Management ULC Decreases Holdings in Microsoft Corporation $MSFT - MarketBeat

Google 📅 03/06 16:57 MSFT.O
Cardinal Point Capital Management ULC lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,371 shares of the software giant's stock after selling 1,453 shares during the quarter. Microsoft makes up approx...

东华科技:公司签署20.26亿元绿氨项目总承包合同

同花顺 📅 03/06 16:57
东华科技(002140)公告,公司与再生绿氢能源(885823)(内蒙古)有限公司签署了年产80万吨风光氢氨一体化项目一期一阶段绿氨工程EPC总承包合同。合同金额为20.26亿元(暂估价),建设工期至2028年6月18日。公司主要承担该EPC项目设计、采购、施工、保运服务及指导开车调试等工作。

全球首个基础胰岛素/GLP-1RA周制剂在中国获批

格隆汇 📅 03/06 16:56
格隆汇3月6日丨据界面,国家药品监督管理局(NMPA)正式批准了诺和杰®(依柯胰岛素司美格鲁肽注射液)在中国的上市申请,诺和杰®是全球首个且目前唯一获批的基础胰岛素/胰高糖素样肽-1受体激动剂(GLP-1RA)周制剂,由全球首个胰岛素周制剂依柯胰岛素和全球应用广泛的GLP-1RA周制剂司美格鲁肽组成,适用于接受基础胰岛素或GLP-1RA治疗后血糖控制不佳的成人2型糖尿病患者,在饮食和运动基础上联合...

Asia has limited options to diversify from Mideast energy reliance - Reuters

Reuters 📅 03/06 16:56
Asia has limited options to diversify from Mideast energy reliance Reuters

通行量降至个位数!最新报告:霍尔木兹海峡航运几乎完全停滞

财联社 📅 03/06 16:55
财联社3月6日讯(编辑 卞纯) 随着美伊冲突不断升级,霍尔木兹海峡的航运已几乎完全停滞。 根据联合海上信息中心(JMIC)3月6日发布的一份报告, 近期对霍尔木兹海峡航运讯号的评估表明,通行船只数量已降至个位数水平,过去24小时内仅观测到两起确认的商业通行 。 根据这个专注于中东的多国海上顾问组织,这些通行涉及的是货船而非油轮。 “这标志着常规商业航运几乎完全停滞。”JMIC表示。3 月 4 日,...

How The War In Iran Is Impacting EM Sovereigns

Seeking Alpha 📅 03/06 16:55
Dilok Klaisataporn/iStock via Getty Images By James Wilson, EM Sovereign Strategist Renewed military action in Iran has driven a spike in energy prices and general risk-off sentiment, with Gulf Cooperation Council sovereigns feeling the pain from increased geopolitical risk, and EM credit in general facing a tougher macro backdrop 1. Energy price spike drives a divergence across EM exporters and i...

Stock index futures stable after Wall Street selloff; eyes on key labor report

Seeking Alpha 📅 03/06 16:54
aluxum/E+ via Getty Images Stock index futures were steady on Friday, a day after Wall Street fell sharply as oil prices surged. Investors are awaiting the key labor report. Dow futures ( INDU ) rose +0.14%, S&P 500 futures ( SPX ) edged up +0.10%, and Nasdaq 100 futures ( US100:IND ) advanced +0.13% to 25,052.45. Oil prices topped $80/bbl on Thursday as investors weighed escalating geopolitical t...

Ford to recall 1.74 million vehicles in US over rearview camera issue, NHTSA says

Investing 📅 03/06 16:54

Ships loaded with Reliance diesel, jet fuel turn to Asia instead of Europe - Reuters

Reuters 📅 03/06 16:54
Ships loaded with Reliance diesel, jet fuel turn to Asia instead of Europe Reuters

沃森生物:吸附破伤风疫苗进入Ⅲ期临床试验

同花顺 📅 03/06 16:53
文章提及标的 沃森生物 -- 沃森生物(300142)公告,公司和子公司玉溪沃森自主研发的吸附破伤风疫苗,于2024年11月获得《药物临床试验批准通知书》,2025年8月收到临床试验机构伦理审查委员会出具的《伦理审查意见书》,目前已进入Ⅲ期临床试验阶段。

Egerton Capital UK LLP Lowers Stock Holdings in Meta Platforms, Inc. $META - MarketBeat

Google 📅 03/06 16:53 NVDA.OMETA.O
Egerton Capital UK LLP lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 541,167 shares of the social networking company's stock after selling 10,128 shares during the period. Meta Platforms accounts f...

Meta Platforms, Inc. $META Shares Sold by Central Securities Corp - MarketBeat

Google 📅 03/06 16:53 NVDA.OMETA.O
Central Securities Corp cut its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 10.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 90,000 shares of the social networking company's stock after selling 10,000 shares during the quarter. Meta Platforms accounts for ...

Meta Platforms, Inc. $META Shares Acquired by Clare Market Investments LLC - MarketBeat

Google 📅 03/06 16:53 NVDA.OMETA.O
Clare Market Investments LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,901 shares of the social networking company's stock after buying an additional 1,180 shares during the quarter. Meta Platforms makes up approximately 4.5% o...

Meta Platforms, Inc. $META Stock Holdings Decreased by Erste Asset Management GmbH - MarketBeat

Google 📅 03/06 16:53 NVDA.OMETA.O
Erste Asset Management GmbH reduced its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 41.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 244,342 shares of the social networking company's stock after selling 171,013 shares during the period. Meta Platforms makes up abo...

Meta Platforms, Inc. $META Stake Lifted by Generali Investments Management Co LLC - MarketBeat

Google 📅 03/06 16:53 NVDA.OMETA.O
Generali Investments Management Co LLC increased its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 34,784 shares of the social networking company's stock after purchasing an additional 979 shares during the quarter. Meta Platforms makes up about ...

Meta Platforms, Inc. $META Stake Lifted by Generali Investments Management Co LLC - MarketBeat

Google 📅 03/06 16:53 META.O
Meta Platforms, Inc. $META Stake Lifted by Generali Investments Management Co LLC MarketBeat

商务部部长:将出台离境退税2.0版等更多增量政策

格隆汇 📅 03/06 16:53
格隆汇3月6日|商务部部长王文涛3月6日在十四届全国人大四次会议经济主题记者会上说,今年商务部将从办活动、出政策、优场景三个方面持续打造“购在中国”品牌。出政策方面,将出台商品消费扩容升级、离境退税2.0版等更多增量政策。

研报掘金丨长江证券:重申招商轮船“买入”评级,油、散双核具备显著弹性

格隆汇 📅 03/06 16:53
格隆汇3月6日|长江证券研报指出,招商轮船是一家以油、散为核心(过去5年二者营收占比≥68%,毛利占比≥54%),集运、滚装、LNG船多元发展的“2+N”航运平台。地缘性“需求意外”贯穿全年,长锦搅局控盘做多美国“长臂管辖”加剧全球地缘波动,或加快“影子市场”需求合规化进程。油轮之外,市场也开始关注干散货。2025年下半年干散货景气度改善,展望未来,核心关注需求驱动。“十年磨一剑”,十余年深耕和布...

【每日收评】三大指数缩量反弹,全市场连续两日逾百股涨超9%,化工股午后持续加强

财联社 📅 03/06 16:53
财联社3月6日讯,沪指、深成指低开高走,创业板指冲高回落,此前一度涨近1%,黄白线明显分化,微盘股指数涨超3%。沪深两市成交额2.2万亿,较上一个交易日缩量1899亿。盘面上,市场热点快速轮动,全市场超4200只个股上涨。从板块来看,化工板块集体拉升,十余只成分股涨停,金牛化工5天3板,金正大、金浦钛业、红宝丽、红墙股份涨停。电网设备概念反复活跃,顺钠股份、汉缆股份双双3连板。燃气轮机概念快速走强...

迅策业绩预告出炉!2025年收益同比飙升102.95% AI数据需求激增

格隆汇 📅 03/06 16:53
格隆汇3月6日|迅策(3317.HK)公布截至2025年12月31日止年度未经审核的业绩预告,得益于AI大模型落地使数据需求加速增长,期内公司录得收益约12.83亿元(人民币,下同),较2024年同期约6.32亿元同比大幅增长102.95%;扣除一次性非经常性损益后,公司2025年度经调整净亏损5500万元,同比大幅减亏。公司2025上半年实现收入1.98亿元,下半年实现收入10.85亿元,环比大...
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