美军中央司令部司令库珀5日说，美军已经击沉或摧毁了30多艘军舰，并击中一艘伊朗无人机（885564）航母。库珀当天同美国国防部长赫格塞思在位于佛罗里达州坦帕的美军中央司令部总部举行了联合新闻发布会。美军中央司令部主要负责美军在中东地区的行动。库珀说：“就在过去几个小时内，我们击中了一艘伊朗无人机（885564）航母，这艘航母的大小与第二次世界大战的航母差不多。就在我们说话的时候，它已经着火了。”库珀还说，伊朗的弹道导弹袭击已比美军开始行动的第一天减少了90%，无人机（885564）袭击减少了83%。美军正在摧毁伊朗的弹道导弹工业设施，还要摧毁其重建能力。在行动的下一阶段，美军将系统性地摧毁伊朗未来的导弹生产能力。赫格塞思表示，美军消灭了伊朗海军的大部分力量，并建立了海空的“完全统治地位”。他还称，美军弹药充足，防御性和进攻性武器储备足以支撑这场行动。(新华社)

格隆汇3月6日｜美国财长贝森特发文称，为使石油能够持续流入全球市场，财政部发布一项为期30天的临时豁免令，以允许印度炼油商购买俄罗斯石油。这一临时性的短期措施不会给俄罗斯政府带来显著的经济利益，因为它仅批准涉及已在海上滞留的石油的交易。我们坚信印度方面会增加对美国石油的采购量，这一临时措施将缓解因伊朗企图挟持全球能源供应而带来的压力。

格隆汇3月6日｜国家市场监管总局发布2026年2月23日—3月1日无条件批准经营者集中案件列表，其中包括中国国际医药卫生有限公司收购山东省药用玻璃股份有限公司股权案等。

MarioGuti/iStock via Getty Images An FDA official on Thursday said that uniQure ( QURE ) is to blame for having to conduct a phase 3 trial for its Huntington's disease candidate AMT-130 "u niQure is the latest company to make a failed therapy for Huntington’s patients," the official, who requested anonymity, said in a call with reporters on Thursday, CNBC reported . "They likely acknowledge or understand at some deep level that their trial failed years ago, and instead of doing the right thing and running the correct clinical study, uniQure is performing a distorted or manipulated comparison in the mind of FDA." On March 2, the Dutch biopharma said that the agency requested it conduct a phase 3 trial to gain approval of AMT-130 as data from a phase 1/2 study was not sufficient to demonstrate effectiveness. That study compared the treatment to an external control. uniQure closed Thursday up ~18%. More on uniQure uniQure: Worst Case Scenario Becomes Reality uniQure: The Worst Case Scenario Just Got Official (Rating Downgrade) uniQure N.V. (QURE) Q4 2025 Earnings Call Transcript uniQure plummets as FDA calls for phase 3 trial for Huntington's asset AMT-130 UniQure outlines next steps for Huntington’s program as FDA recommends Phase III sham-controlled trial

Costco Wholesale reported solid quarterly results on Thursday, slightly beating analyst forecasts on the key lines. While we would have preferred to see stabilized renewal rates in its key region, the retailer's consistently strong sales momentum can't be ignored. Total revenue in its fiscal 2026 second quarter increased 9.2% year over year to $69.6 billion, topping Wall Street expectations of $69.12 billion, according to estimates compiled by LSEG. Adjusted earnings per share (EPS) in the 12 weeks ended Feb. 15 rose 13.9% from the year-ago period to $4.58, beating the consensus of $4.56, LSEG data showed. With the results being mostly in-line, the stock wasn't doing much in after-hours trading. Still, the start of 2026 has much kinder to Costco shareholders compared to the last six months of 2025, when shares registered their first back-to-back quarterly declines since 2022. For the year, the stock is up roughly 14%. COST 1Y mountain Costco's stock performance over the past 12 months. Bottom line So, can the stock keep its run going and reclaim its high from the middle of last year? That's the question we find ourselves asking Thursday night. On one hand, it's hard not to be impressed with the 6% to 7% comparable sales growth the wholesale retailer has consistently put up month after month, and now quarter after quarter. The solid growth in both traffic and ticket sales tells us that the company is gaining market share in the highly competitive retail landscape. However, the thorn in our sides has been membership renewal rates, which for many quarters now have drifted lower. This slow drip hasn't been an indictment on the value of a Costco membership, but rather a dynamic related to an influx of online sign-ups who probably don't see the full appeal of a membership because they don't go to the stores. The proof is in the comp sales growth. Still, Costco makes most of its money on membership fees, so if lower renewal rates create a slowdown in membership growth, it ...

OpenAI深夜突袭，GPT-5.4新王炸场！一夜之间，直接粉碎了Gemini 3.1 Pro和Claude Opus 4.6的神话。这也是头一次，ChatGPT拥有真正「原生电脑使用」能力，办公效率直接拉满。而真正恐怖的地方在于，每一个维度上它都没有短板。 被Gemini和Claude连续压了一个月后，OpenAI终于动手了。 就在刚刚，下一代旗舰GPT-5.4正式发布！ ChatGPT端 ：GPT-5.4 Thinking与GPT-5.4 Pro全面上线 开发者端 ：GPT-5.4接入API与Codex，并附带极速版GPT-5.4 fast 之所以直接跳到5.4，是因为这是一次「推理+编程」的合流式跨越 成绩单，直接炸裂。 GDPval胜率83%，叫板顶尖人类专家； SWE-Bench Pro编程第一，FrontierMath数学第一； ARC-AGI-2抽象推理跑出83.3%新高，Gemini 3.1 Pro的77.1%、Opus 4.6的68.8%，全部踩在脚下。 OpenAI这次，是真的翻身了。 更炸的是，GPT-5.4还是 首个拥有「原生电脑使用」能力 的通用模型。 识别UI、操控键鼠、在软件和网页间穿梭自如，像人一样操作电脑。 在OSWorld-Verified上， 它直接拿下75%成功率，刷爆SOTA 。 上一代GPT-5.2（47.3%），人类（72.4%），一个月前刚登顶的Opus 4.6（72.7%），通通都被超了。 没错，AI操作电脑，已经比人类更熟练了。 能力融合上，GPT-5.4 继承了GPT-5.3-Codex的全部编程基因 ，并且新增了100万token上下文和原生工具搜索，一个模型打通推理、编程、操控全链路。 GPT-5.4 Thinking在思考时，你还能 随时介入调整方向，不打断思路 ，一次对话直接交付结果。 看来，OpenClaw之父加入后，立马让ChatGPT原生「电脑操控」能力变强了！ 定价方面，GPT-5.4再创新高，输入价格2.5美元/百万token，输出价格15美元/百万token。 Pro版本就更夸张了，输入30美元/百万token，输出180美元/百万token。 首个全能「计算机使用」通用模型 先说最炸的部分。 GPT-5.4是OpenAI首个具备原生计算机使用能力的通用模型。 它能通过Playwright等库...

就在刚刚，全球开源机器人圈，被一条X引爆了！ 一台装载OpenClaw的宇树人形机器人在房间里移动，它的眼睛来自LiDAR激光雷达、双目摄像头和RGB相机，这些传感器的数据，被输入一个系统。 然后，发生了一件此前从未被任何机器人做到的事——这个宇树机器人，开始理解空间和时间！ 它不仅知道房间、人、物体在哪里，还知道什么时候发生了什么。 团队把这种能力称为Spatial Agent Memory（空间智能体记忆），也就是说，从此机器人拥有了「世界记忆」能力！ 而把这种能力带到机器人世界的，就是火爆全球的项目OpenClaw。 这项成果一经发布，立刻得到了OpenClaw之父Peter Steinberger的转发。 这宣告着具身智能的里程碑式突破： OpenClaw正式掌握了物理空间和时间感知能力。 天网，刚刚开源了？ 项目一发布，评论区的网友们就炸了。 他们迅速分成了两派，有一派非常兴奋：开源机器人终于拥有了时空感知，这是边缘AI的巨大突破！ 可以说，这正是我们梦寐以求的具身智能突破！ 而另一派则开始担忧：如果机器人都能拥有空间感知，这不是相当于天网刚刚在GitHub建了一个仓库？ 如果一个人机器人能精准分析家里每个人的生活规律，知道谁最常去厨房，知道垃圾什么时候倒，这种「全知全能」的监视能力，在缺乏伦理框架约束的情况下，简直令人不寒而栗！ 甚至有人说，是时候接军方订单了。 而且，最让人兴奋的是：这一切都是完全开源的！ 虽然在这次的视频中，OpenClaw直接把装在了宇树机器人上，但这套系统其实是完全硬件无关的。 你可以用任何激光雷达、立体摄像头或RGB摄像头来集成。 不仅可以装在Unitree G1这样的人形机器人上，还能和大多数无人机、四足机器狗整合。 甚至，在理论上，我们完全可以用旧iPhone上的激光雷达来改造一个机器人。 总之，任何硬件，只要能跑OpenClaw，就能立刻拥有时空感知。 它还不依赖ROS（机器人操作系统），支持全动态障碍物避让和SLAM（即时定位与地图构建）。 开源机器人，正在走向天网时刻 如果有一天，你家里的机器人忽然跟你说：「你的车钥匙昨晚落在厨房桌子上了」，你可能只是觉得它很智能。 但如果它继续说「上周一晚上8点，一个陌生人来过你家」，甚至「你平均每天在厨房停留47分钟」，你是不是就觉得有点毛骨悚然了？ 你会意识到：这个机器人一直在观...

格隆汇3月6日｜天风证券研报表示，建材方面：春节后建材板块整体仍在复工爬坡期，水泥需求恢复斜率偏弱、价格仍处修复初期，建议优选水泥产品价格相对稳定的区域龙头企业。玻璃纤维板块当前仍处于连续涨价和需求持续上涨的阶段，重点推荐玻璃纤维板块与“电子布概念”公司、电子布为主营、对行业景气变化弹性更高的标的。玻璃方面浮法端主要矛盾仍是库存压力，高库存阶段建议优先关注具备深加工产品结构、挺价能力更强公司。建筑方面：地方政府密集发债筹资推动重大项目建设，2026年前两个月全国地方政府债券发行规模已达2.28万亿元、预计同比增长约22%，叠加中国建筑近期新签重大项目约278.3亿元、中国铁建中标多项单体15亿元以上项目，基建施工强度与订单落地仍在推进。因此，本周重点推荐大基建国央企；钢结构制造企业。住房端：建议重点关注受益后周期需求的装饰龙头。

A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell on March 5, 2026 in New York City. Angela Weiss | Afp | Getty Images Dow futures inched up Thursday night after U.S. equities extended their sell-off this week amid the war in Iran and spiking oil prices. Futures tied to the Dow Jones Industrial Average added 103 points, or 0.2%. S&P 500 futures gained 0.1%, and Nasdaq 100 futures advanced 0.1%. Major stock averages declined on Thursday as worries ensued about the escalating U.S.-Iran conflict. The Dow lost nearly 785 points, or 1.6%, putting the index on track for its second negative week in a row and its worst week since last October. The S&P 500 fell about 0.6%, while the Nasdaq Composite dipped nearly 0.3%. Eight of the 11 sectors were lower in the regular session, with industrials, materials and consumer staples each losing more than 2%. Caterpillar fell more than 3%, while United Airlines shed 5%. Oil prices surged as traffic through the Strait of Hormuz remains at a standstill. West Texas Intermediate crude oil futures settled up 8.5% at $81.01, touching the highest level since 2024. Brent crude futures jumped almost 5%. Crude prices are headed for their biggest weekly percentage gain since March 2022. "Markets remain in risk‑off mode as worries grow about the duration of the conflict and potential disruptions to energy supply," Angelo Kourkafas, senior global investment strategist at Edward Jones, said. He said that the spike in U.S. oil prices is adding to inflation concerns that could put consumer spending under pressure. To be sure, Kourkafas added, "structural shifts have reduced U.S. vulnerability to oil shocks. Oil would likely need to remain above $100 for an extended period to meaningfully slow economic growth, in our view. The U.S. has been a net exporter of oil since 2019, and the economy is far less energy‑intensive than it once was." Friday brings traders a new market catalyst in the form of February's nonfarm p...

MWC（世界移动通信大会）的主角无疑是通信模组厂商，但事实上，在今年的MWC上，芯片厂商也有很多动作值得关注，每一个都堪称“放大招”。 今天，EEWorld就来盘点一下芯片厂商在今年MWC究竟有哪些动作。 ST：和高通合作 今年MWC，高通的可穿戴芯片组Snapdragon Wear Elite引发巨大关注，被业界称为“全球首个个人AI可穿戴平台”。其最大亮点是引入了高通Hexagon NPU，最高可达12 TOPS AI性能，支持2B模型。采用全新五核CPU架构，相比上一代骁龙W5+第二代可穿戴平台，单核CPU性能提升了最多5倍（最高2.1GHz），GPU速度提升了最多7倍（主频最高500MHz），支持包括5G RedCap、蓝牙6.0、UWP、GNSS和NB-NTN等多项先进技术。 紧接着，ST（意法半导体）宣布，现已支持高通科技新推出的个人AI平台Snapdragon Wear Elite上的前沿运动感应和安全无线技术。主要介绍了两款产品： 第一是6轴惯性测量单元（IMU）LSM6DSV32X。这款产品可在微安培级电流下执行常见的模式识别任务，如活动分类、手势检测和上下文感知，在ST传感器和Snapdragon Wear Elite之间分配AI可以卸载主应用处理器，实现持续活动识别、健康和生活方式监测等高级应用场景，同时不牺牲电池和机身。 除了通过持续低功耗感应提升电池续航外，骁龙Wear Elite平台内的LSM6DSV32X还提供更准确、更频繁的追踪，包括姿势和专业活动指标；传感器实时决策带来更灵敏的交互；同时通过减少唤醒次数和优化数据传输提升了可靠性。 第二个是NFC控制器和安全元件单芯片的ST54L。ST54L集成了非接触前端（ST54L_CLF）和安全元件（ST54L_SE），设计用于集成移动设备和符合NFC标准的产品。 ST表示，作为安卓生态系统中公认的标杆，ST的安全NFC技术完美补充了Snapdragon Wear Elite丰富的连接选项，实现了几乎任何地方的优质连接和精准位置追踪，确保无缝部署多项非接触式服务，包括安全支付、交通票务、门禁控制（含数字车钥匙）以及蜂窝网络连接。 Nordic：扩大两大全新产品系列 Nordic在今年MWC预告，正与核心客户合作研发新一代5G eRedCap技术。同时，也在今年MWC上在“长距离”通信方面，扩大...

当AI工具在职场中越来越普及，一个令人不安的问题随之浮现：我们是在变得更高效，还是在用机器隔离彼此？AI生成的邮件、报告和会议纪可能看似完美，却可能暗中侵蚀信任、增加沟通负担，并让我们失去建立真实联系的机会。在拥抱效率的同时，我们更需要一套明智的原则，来守护工作中那些不可替代的人际关系。 “我同事的邮件听起来 像是机器人写的 。” “我老板对AI的接纳有点 过于热情 了。” “我都不知道自己在和谁打交道。这是 我的同事 ，还是 他们的GPT ？” “我更喜欢和生成式AI合作， 因为没有是非纠葛 。我甚至都不想要真正的同事了。” 在过去几个月里，我经常听到人们表达这类担忧和疑问。作为一个撰写和探讨职场复杂人际关系的人，我收到了许多主动发来的抱怨以及寻求建议的请求，而AI已然成为职场冲突的新议题。 雇主、技术专家和未来学家都在鼓励人们在工作中使用AI，承诺它能带来更多创意、更高的生产力和效率。与此同时，AI的使用也引发了各种问题，比如： - 真实性 （“如果我的同事用AI给我写邮件，我实际上是在和他们交流，还是在和机器交流？”） - 信任 （“如果我知道同事交给我的工作是用AI完成的，我能信任这份工作成果吗？”） - 与同事真正建立联系意味着什么 （“现在感觉与AI合作比与同事合作更容易。”） 然而，AI的使用，尤其是作为职场关系的中介甚至替代品，有可能损害我们在工作中所需要的人际关系。我确实能看到使用生成式AI的吸引力，比如给一位消极对抗的同事撰写一份不带感情色彩的回复，或者为一位不耐烦的同事快速整理出一份报告，又或者向一位过度争强好胜的同事解释为什么他们不能独占整个项目的功劳。但对于这类使用，我也深感担忧。 在本文中，我将阐述在AI与职场关系方面最让我担忧的问题，然后分享一些指导原则，你可以在自己的组织或团队中运用这些原则，来决定何时以及如何与AI合作，避免得不偿失。 将AI引入职场关系的代价 在借助AI追求生产力和创造力的过程中，我们没有充分思考AI对职场人际关系的影响。 以下是我看到的AI可能引发问题的一些方面。 1.增加认知负担： 当我不知道自己面对的是一个人、一个使用AI的人，还是仅仅是AI时，我需要花费额外的时间和精力去弄清楚为什么他们的语气变了，或者为什么他们用了某个听起来不像他们风格的词或短语。而且我常常会疑惑不解。 这种轻微的情感消耗会不断累积：我是...

当地时间5日，委内瑞拉外交部发布公告称，委内瑞拉在与美国建立外交对话后，两国政府已决定恢复外交和领事关系。当天稍早时，美国国务院宣布，美国与委内瑞拉政府已同意恢复外交和领事关系。因美国持续干涉委内瑞拉内政，委内瑞拉于2019年1月与美国断绝外交关系，美驻委使馆外交人员于当年3月全部撤离。今年1月3日，美军对委内瑞拉发动大规模军事打击，强行控制委总统马杜罗及其妻子并将他们带到美国。1月31日，美国外交使团抵达委内瑞拉首都加拉加斯，双方重启外交接触。（央视新闻）

designer491/iStock via Getty Images By Jennifer Nash Initial jobless claims measure the number of people who file for unemployment for the first time in a given week. In the week ending February 28th, initial jobless claims were at a seasonally adjusted level of 213,000. This figure is unchanged from the previous week's figure and was lower than the forecast of 215,000. Here is the complete data series dating back to 1967. There is a good bit of volatility in this indicator, which is why the four-week moving average is a more useful number than the weekly data because it smooths short-term fluctuations to highlight the overall trend. The four-week moving average currently stands at 215,750, down 4,750 from the previous week. Outside of the COVID spike, initial unemployment claims have never been greater than 700,000 for a given week, making the chart above less useful for identifying trends. To address this, we've adjusted the y-axis on the chart below to provide a closer view of the data, minimizing the impact of the COVID surge. Notice the relationship between recessions and the rise in weekly unemployment claims. To no surprise, the 4-week moving average begins to rise at or before the start of a recession and peaks around its conclusion. In another attempt to eliminate the COVID spike, the chart below shows initial unemployment claims starting in October 2021. Initial Unemployment Claims: Not Seasonally Adjusted The headline unemployment insurance data - and the charts above - are seasonally adjusted. But what does the non-seasonally adjusted data look like? The chart below highlights its extreme volatility, as shown by the green dots. The four-week moving average helps reveal the recurring seasonal patterns, such as the regular spikes in January. Because of the extreme volatility of the non-adjusted weekly data, we can add a 52-week moving average to give a better sense of the secular trends. The chart below also has a linear regression through the data (red li...

格隆汇3月6日｜韩国KOSPI指数转涨，此前一度跌超2%。

文章提及标的 中金公司 -- 出海 -- 中金公司（HK3908）研报表示，海外数据中心正在面临“找电难”的困境，欧美部分电网拥堵的区域排队时间可达7年以上。我们观察到电网能力正在决定资金流向，北欧、南欧以及新兴市场获得大型开发商关注，同时美国和欧洲FLAP-D市场部分区域自备电源由可选转向必选，多种新供电方案同步探索。海外供需矛盾突出，中国厂商迎来加速出海（885840）窗口期，捕捉高弹性市场机会。(第一财经)

TORONTO, 05 mars 2026 (GLOBE NEWSWIRE) -- Le FPI industriel Nexus (« Nexus » ou le « FPI ») (TSX : NXR.UN) a annoncé aujourd'hui ses résultats pour le quatrième trimestre et l'exercice clos le 31 décembre 2025. « 2025 a été une année de transformation pour Nexus, et je suis très satisfait des résultats », a déclaré Kelly Hanczyk, chef de la direction du FPI Industriel Nexus. « Nous avons maintenu notre orientation à long terme, achevant notre transition stratégique pour devenir le seul FPI industriel axé sur le Canada, et avons mené à bien deux projets créateurs de valeur, ajoutant 440 000 pieds carrés de surface locative brute qui généreront un rendement sans effet de levier de 9,4 % sur les coûts de développement. Nous avons également acquis deux immeubles de grande qualité et bien situés à Montréal, qui ont initialement contribué à hauteur de 2,6 millions de dollars au bénéfice d'exploitation net annuel et qui présentent un potentiel de réévaluation significatif en 2028, ce qui se traduira par un taux de capitalisation stabilisé de 10,4 %. « Nous avons continué d'afficher d'excellents résultats en matière de location, réalisant une croissance du bénéfice d'exploitation net des immeubles industriels comparables de 2,6 % malgré les vacances imprévues de deux locataires liées à la LACC, et obtenant une augmentation moyenne de +60 % des loyers en vigueur et arrivant à échéance. « Les mesures que nous avons prises au cours des dernières années en matière de portefeuille ont créé une base solide sur laquelle nous pourrons nous appuyer en 2026, avec un bilan sain et une performance opérationnelle robuste qui ont permis une croissance à un chiffre dans la moyenne du BEN industriel des immeubles comparables, et un ratio de distribution normalisé inférieur à 100 % en moyenne sur l'ensemble de l'année. « Je suis très enthousiaste quant aux progrès que nous avons accomplis et je suis convaincu que notre stratégie continuera à porter ses fruits pour nos parties prenantes », a...

TORONTO, March 05, 2026 (GLOBE NEWSWIRE) -- Nexus Industrial REIT (the “REIT”) (TSX: NXR.UN) announced today its results for the fourth quarter and year ended December 31, 2025. “2025 was a transformative year for Nexus, and I am very pleased with the results” said Kelly Hanczyk, CEO of Nexus Industrial REIT. We kept a long-term focus, completing our strategic transition to become the only scale, Canada-focused industrial REIT, and completed two value-accretive projects, adding 440,000 square feet of GLA that will deliver an unlevered return of 9.4% on development costs. We also acquired two well-located, high-quality buildings in Montreal initially contributing $2.6 million in annual NOI with significant mark-to-market potential in 2028, leading to a stabilized cap rate of 10.4%. We continued to deliver strong leasing results, realizing industrial SPNOI growth of 2.6% despite unexpected CCAA-related vacancies of two tenants, and achieving an average increase over in-place and expiring rents of +60%. The moves we have made with the portfolio over the last several years have created a strong foundation for us to build on in 2026, with a healthy balance sheet and robust operating performance propelling mid-single digit industrial SPNOI growth, and a normalized payout ratio averaging below 100% on a full year basis. "I am very excited with the progress that we have made, and I am confident that our strategy will continue to be rewarding for our stakeholders” concluded Mr. Hanczyk. Fourth Quarter 2025 Highlights: Net income was $30.6 million driven by NOI (1) of $33.0 million and fair value adjustments (gains) of $20.3 million, partially offset by finance expense and general and administrative expenses. of $33.0 million and fair value adjustments (gains) of $20.3 million, partially offset by finance expense and general and administrative expenses. NOI (1) increased 2.7% versus a year ago to $33.0 million primarily attributable to growth in Industrial Same Property NOI (...

导读：财联社3月6日投资避雷针，近日A股及海外市场潜在风险事件如下。国内经济信息方面包括：1）国内商品期市夜盘收盘涨跌参半，基本金属全线下跌；2）上期能源调整原油、低硫燃料油期货相关合约涨跌停板幅度和交易保证金比例；公司方面重点关注包括：1）聚飞光电公告，公司MicroLED技术未应用于CPO领域，也未因CPO产生收入；2）伟星股份表示，铜等大宗商品价格涨幅较大对公司原材料成本造成一定影响；海外市场重点关注包括：1）美股三大指数集体收跌，道指大跌近800点；2）美国拟将AI芯片出口管制扩展至全球，英伟达、AMD等公司出口需获许可。 经济信息 1、国内商品期市夜盘收盘涨跌参半，化工品涨幅居前，苯乙烯涨4.33%；能源品跌幅居前，LPG跌1.60%；黑色系全部下跌，焦煤跌1.00%。基本金属全线下跌，沪铝跌2.88%，沪锌跌1.89%；沪金跌1.35%，沪银跌1.63%。 2、上期能源发布通知，调整原油、低硫燃料油期货相关合约涨跌停板幅度和交易保证金比例。 公司预警 1、聚飞光电：公司MicroLED技术未应用于CPO领域，也未因CPO产生收入。 2、伟星股份：铜等大宗商品价格涨幅较大对公司原材料成本造成一定影响。 3、晶品特装：股东拟合计减持不超3.00%股份。 4、南京聚隆：股东江苏苏豪时尚集团拟减持不超2.94%股份。 5、电连技术：股东任俊江拟减持不超1.99%股份。 6、康强电子：股东司麦司拟减持不超1%股份。 7、奇正藏药：高级管理人员李军拟减持不超0.0085%股份。 8、纽泰格：股东王学洁拟减持不超0.0965%股份。 9、中仑新材：股东Strait Co Ltd.拟减持不超1.375%股份。 10、悦安新材：瑞和投资、瑞岚投资拟合计减持不超0.52%股份。 11、凯因科技：控股股东松安投资拟减持不超2.0007%股份。 12、温氏股份：2月销售肉猪收入39.56亿元，同比下降15.58%。 13、佳缘科技：初步确定的本次询价转让价格为43.59元/股（昨日收盘价为56.56元/股）。 14、兴业银锡：截至目前公司未单独生产铟金属。 15、大为股份：2025年净利润亏损1562.18万元。 海外预警 1、美股三大指数集体收跌，道指跌1.61%，标普500指数跌0.57%，纳指跌0.26%。大型科技股涨跌不一，微软涨超1%，英伟达、奈飞、亚马逊、英特尔小幅...

美国和欧洲的政界人士和汽车行业领袖长期以来一直声称，中国电动汽车制造商获得的补贴使其占据竞争优势。然而，研究机构荣鼎集团（Rhodium Group）发布的一份新报告对这一观点提出了质疑。该报告指出，结构性优势而非补贴才是中国电动汽车制造商相对于西方汽车制造商的关键优势所在。 据荣鼎称，这些结构性效率包括垂直整合、更大的生产规模和更低的间接成本，这些都远远超过了补贴对中国电动汽车制造商利润率的影响。 虽然荣鼎并未否认中国政府补贴带来的优势，但该机构表示，补贴带来的成本优势——西方在华汽车制造商也从中受益——“与结构性成本优势相比仍然微不足道”。 报告指出，更高的垂直整合度（即公司控制多个生产环节）是中国汽车制造商能够在不大幅牺牲利润率的情况下降低电动汽车成本的“最重要因素”。 例如，比亚迪近80%的核心零部件都是自主生产的，是 特斯拉 的两倍多。据荣鼎估计，这使得这家中国汽车制造商能够大幅节省供应商在各种零部件上的加价。与特斯拉 Model 3 相比，比亚迪 Seal 轿车每辆可节省约 2369 美元的供应商加价。 因此，荣鼎表示，比亚迪2025年的毛利率仍能达到20%，高于特斯拉的18%。尽管特斯拉Model 3在中国的售价约为23.5万元人民币（约合33，943美元），几乎是比亚迪入门级Seal车型广告售价7.98万元的三倍。 根据荣鼎的报告，过去几十年里，许多西方汽车制造商“通过将主要零部件外包给专业供应商降低了垂直整合程度”。 虽然这种外包趋势是由成本压力和“相信供应商能够大规模地提高效率和创新能力”所驱动的，但该报告发现，人们对垂直整合会导致单位成本上升的担忧“在实践中并未得到证实”。 荣鼎指出，西方关于外包能够提高成本效益的固有观念受到了中国远低于西方国家的建筑和制造成本的挑战。这使得比亚迪等公司能够将生产集中在国内，从而保持显著的成本优势。 然而，对于西方汽车制造商而言，如果不付出显著的成本，就很难重新回归垂直整合模式。 责任编辑：于健 SF069

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Vistra (NYSE:VST) has agreed to acquire Lotus Infrastructure Partners, expanding its energy infrastructure footprint. The company also has a pending acquisition of Cogentrix Energy that would further grow its generation portfolio. Vistra recently signed long term nuclear power purchase agreements with Amazon Web Services and Meta to supply clean electricity for data centers. Vistra, a major U.S. power producer and retailer, is reshaping its business mix through large scale acquisitions and new long term contracts with technology companies. By bringing Lotus Infrastructure Partners and Cogentrix Energy into the fold, VST is adding more generation assets that sit directly in the path of rising electricity use from data centers and electrification. For investors, that puts attention on the company’s asset base, counterparties, and contracted revenue profile. The nuclear power agreements with Amazon Web Services and Meta indicate interest from large technology companies in securing reliable, carbon free supply over long time frames. For VST, these deals mean greater exposure to data center demand and a higher share of output tied to long term commitments, which can shape how you evaluate the company’s risk, cash flow visibility, and role in the clean energy transition. Stay updated on the most important news stories for Vistra by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Vistra. NYSE:VST Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for Vistra. See which could impact your investment. For Vistra, the Lotus and Cogentrix deals plus the long term nuclear PPAs with Amazon Web Services and Meta pull in the same direction: more scale in generation and more contracted demand from large, creditworthy customers. The acquisitions add roughly 8.1 gigawatts of mainly natural gas ...

In this article Follow your favorite stocks CREATE FREE ACCOUNT Smoke rises from an Israeli strike targeting the southern suburbs on March 5, 2026 in Beirut, Lebanon. Daniel Carde | Getty Images Asia-Pacific markets were lower Friday, tracking Wall Street losses overnight, as the Iran conflict sends energy prices higher. Overnight, oil prices broke through the $80 per barrel mark, with Brent futures up 3.54% and last trading at $84.31. U.S. West Texas Intermediate crude dipped 2% to trade at $79.38. More uncertainty was also seen on the global trade front after New York Attorney General Letitia James and the top prosecutors of 23 other states once again sued to block President Donald Trump 's global tariff regime. This comes after the U.S. Court of International Trade had ruled Thursday that companies were entitled to tariff refunds from Trump's duties that were struck down by the Supreme Court. South Korea's Kospi tumbled once again, falling 0.87%, after marking its best day since 2008 in the prior session. The small-cap Kosdaq, however, extended gains to rise 2.45%. Defense heavyweight LIG Nex1 was up almost 10%, and was one of the top Kospi gainers, after South Korean media reported its air defense systems were used to successfully intercept Iranian missiles launched at the United Arab Emirates. Japan's Nikkei 225 was 0.24% down, while the Topix saw a larger loss of 0.42%. Australia's S&P/ASX 200 was down 1.09% in early trade, dragged by basic materials stocks. Hong Kong's Hang Seng index futures were at 25,037, lower than the HSI's last close of 25,321.34. Overnight in the U.S., all three major indexes fell, with the stock sell-off led by Boeing , Caterpillar and other names that stand to lose the most if the global economy slows. The Dow Jones Industrial Average declined 1.61%, while the S&P 500 fell 0.56%. The tech heavy Nasdaq Composite dipped 0.26%. —CNBC's Sean Conlon and Pia Singh contributed to this report. Choose CNBC as your preferred source on Google a...

Explore the exciting world of Stratasys (NASDAQ: SSYS) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Jan. 21, 2026. The video was published on March 5, 2026. Should you buy stock in Stratasys right now? Before you buy stock in Stratasys, consider this: 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 » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Stratasys wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,122,072!* Now, it’s worth noting Stock Advisor’s total average return is 959% — a market-crushing outperformance compared to 193% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 5, 2026. Anand Chokkavelu has positions in Stratasys. Dan Caplinger has no position in any of the stocks mentioned. Travis Hoium has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Stratasys. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

根据一份声明，美国财政部外国资产管制办公室表示，将颁发一项与俄罗斯相关的通用许可证，允许向印度出售部分 俄罗斯石油 。 与俄罗斯向印度出售石油有关的许可证，有效期至2026年4月4日。 责任编辑：王许宁

据世界卫生组织5日公布数据，近来的军事冲突已导致伊朗近1000人死亡，该国医疗机构遭受13次袭击。 世卫组织总干事谭德塞当天在新闻发布会上说，中东地区当前冲突已波及16个国家，有针对伊朗和黎巴嫩医疗机构的袭击发生。谭德塞就此强调，根据国际人道主义法，医疗机构必须受到保护。 谭德塞还说，冲突造成大量民众流离失所，截至目前约有10万人离开伊朗，黎巴嫩境内有超过6万人流离失所。此外，由于安全局势不稳定，世卫组织位于阿联酋迪拜的全球卫生应急物流中心暂停运作。(新华社)

orcl Oracle Stock ORCL Jumps 10% Pre-Earnings, but Can Buyers Outweigh AI Spending and Job Cuts? Oracle shares have rebounded sharply this week, but rising debt, legal scrutiny, and growing skepticism around the ambitious Stargate... Written by: Skerdian Meta • • 5 min read • Quick overview Oracle shares have rebounded approximately 10% this week, despite ongoing concerns about rising debt and legal scrutiny. The company plans to cut thousands of jobs and pause hiring in its cloud unit to manage costs associated with its AI infrastructure investments. Investor skepticism is growing around the Stargate AI project, which may not be as operationally developed as initially claimed. Despite strong revenue growth, Oracle's cash flow has weakened significantly due to heavy capital expenditures on data centers. Live ORCL Chart ORCL 0.0000 MARKETS TREND [[ORCL-graph]] Oracle shares have rebounded sharply this week, but rising debt, legal scrutiny, and growing skepticism around the ambitious Stargate AI project continue to cast a cautious shadow over the company’s long-term outlook. Oracle Shares Rebound After Weak Start to 2026 Oracle began 2026 under pressure as investor confidence weakened amid concerns about rising leverage, legal challenges, and the company’s aggressive artificial intelligence infrastructure investments. However, sentiment improved this week, with Oracle stock climbing roughly 10% as traders positioned ahead of the company’s upcoming fiscal third-quarter results. The rebound began on Monday despite broader weakness across the technology sector. By Thursday, Oracle shares were moving higher even as U.S. equity markets declined, suggesting that investors are increasingly focused on the company’s earnings outlook and AI-driven growth strategy. Still, the rally has done little to erase deeper concerns surrounding Oracle’s ambitious spending plans and the long-term economics of its artificial intelligence initiatives. Reports of Job Cuts Highlight Financial P...

Live cattle futures edged out higher on Thursday, with contracts up 10 to 20 cents in the front months, with deferreds 32 to 92 cents higher. Cash trade has yet to be reported so far this week. Thursday morning’s Fed Cattle Exchange online auction showed no sales on the 1,224 head, with bids at $238. Feeder cattle futures were down $1 to $1.75 on the day, as strength in the corn market added some pressure. The CME Feeder Cattle Index was down another 34 cents to $368.59 on March 4. The weekly Export Sales report from USDA showed a total of just 11,163 MT of beef sold in the week ending on February 26, a calendar year low. Japan was the top buyer of 3,300 MT, with 2,300 MT sold to South Korea. Shipments were up to 14,914 MT in that week, which was the second largest for 2026.The largest destination was South Korea at 5,000 MT, with 3,700 MT to Japan. Don’t Miss a Day: Wholesale Boxed Beef prices were higher in the Thursday afternoon report, with the Chc/Sel spread narrowing to $6.28. Choice boxes were down $1.68 to $386.89, while Select was $0.26 higher to $380.61. USDA estimated federally inspected cattle slaughter for Thursday at 111,000 head, with the week to date total at 433,000 head. That is 6,000 head above the previous week but 34,756 head shy of the same week last year. Apr 26 Live Cattle closed at $238.525, up $0.175, Jun 26 Live Cattle closed at $235.275, up $0.100, Aug 26 Live Cattle closed at $233.400, up $0.175, Mar 26 Feeder Cattle closed at $362.600, down $1.325, Apr 26 Feeder Cattle closed at $359.000, down $1.750, May 26 Feeder Cattle closed at $355.525, down $1.475, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The wheat complex posted digit gains across the three exchanges on Thursday. Chicago SRW futures were up 12 to 16 cents at the close. KC HRW futures were 13 to 20 cents in the green on the day. MPLS spring wheat was 6 ½ to 10 1/2 cents higher on the session. A rallying crude oil market likely added to some spillover support. Export Sales data from Thursday morning showed just 203,100 MT of wheat sold in the week ending on 2/26. Mexico was the top buyer of 74,500 MT, with 72,000 MT sold to Indonesia. That was down 16.41% from last week and 40.04% below the same week last year. New crop business was at 55,000 MT, all to Thailand. Don’t Miss a Day: Statistics Canada planting intentions data from this morning showed a total of 26.74 million acres of wheat expected this spring, slightly above estimates. Spring wheat was tallied at 18.78 million acres, slightly below 2025. Mar 26 CBOT Wheat closed at $5.82 3/4, up 16 cents, May 26 CBOT Wheat closed at $5.83 3/4, up 15 1/2 cents, Mar 26 KCBT Wheat closed at $5.85 1/4, up 20 cents, May 26 KCBT Wheat closed at $5.92 1/2, up 20 cents, Mar 26 MIAX Wheat closed at $6.08, up 9 1/4 cents, May 26 MIAX Wheat closed at $6.20 1/2, up 10 1/4 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cotton futures rounded out Thursday with missed trade as most contracts were down 18 to 4 points higher and soon to expire March up 87 points. Thursday. Crude oil was up $4.23 on the day to $78.89. The US dollar index was back up $0.300 at $99.030. USDA Export Sales data from this morning showed 150,362 RB of old crop cotton sold in the week ending on 2/26, which was down 40.62% from last week and 9.9% below the same week last year. Vietnam was the top buyer of 50,800 RB, with 27,900 RB to Pakistan. There was an additional 54,636 RB sold for new crop. Export shipments were tallied at 282,155 RB, which was 46.19% larger than the week prior and 5.46% above the same week last year. That was a marketing year high, as 94,600 RB was headed to Vietnam, with 39,800 RB to Pakistan. Don’t Miss a Day: The Seam showed sales of 3,625 bales sold on 3/4, averaging 61.37 cents/lb. The Cotlook A Index was down 45 points on Tuesday at 74.50 cents. ICE certified cotton stocks were unchanged on March 3 with the certified stocks level at 129,302 bales. The Adjusted World Price was trimmed by 40 points on Thursday to 51.44 cents/lb. Mar 26 Cotton closed at 63.03, up 87 points, May 26 Cotton closed at 64.04, down 12 points, Jul 26 Cotton closed at 66, down 10 points More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Soybeans were higher on Thursday led by the bean oil market, as the raw beans were up 3 to 9 ¾ cents at the close, led by the nearbys. The cmdtyView national average Cash Bean price was up 9 3/4 cents at $11.05 1/2. Soymeal futures were 50 cents to $2.40 lower on the day, with Soy Oil futures 67 to 223 points higher in the front months. Crude oil couldn’t hold above the $80 level but were still up $4.23 on the day. Ahead of the Trump/Xi meeting later in March, Secretary Bessent has indicated he looking for China to expand puschases of US soybeans, accord to a WSJ article. Don’t Miss a Day: The weekly Export Sales report from USDA showed 383,492 MT of soybeans sold in the week of 2/26. That was down 5.8% from the previous week, but 31.11% above the same week last year. China was the buyer of 153,100 MT, with 133,000 MT switched from unknown, as 133,000 MT was sold to the Netherlands and 110,400 MT to Egypt. Soybean meal sales were pegged at 255,760 MT, sneaking into the range of 200,000-550,000 MT estimates. Bean oil sales were tallied at 7,662 MT, which was in the middle of the estimates ranging from net reductions of 20,000 MT to net sales of 26,000 MT. Brazil’s soybean crop is estimated at 183.1 MMT according to AgroConsult, up 0.85 MMT from their previous number. February exports out of Brazil were tallied at 7.113 MMT, more than triple January and 10.66% above Feb 2025. Soybeans in Argentina are estimated at 30% good/excellent according to the Buenos Aires Grains Exchange, up just 1 percentage point from last week. Statistics Canada released planting intentions data for 2026 this morning, with canola estimated at 21.84 million acres, well shy of estimates of 22.3 million acres coming in. That was still up 1% from the same total last year. Soybean acres are seen at 5.89 million acres, up 108,000 acres from a year ago. Mar 26 Soybeans closed at $11.63 3/4, up 9 1/4 cents, Nearby Cash was $11.05 1/2, up 9 3/4 cents, May 26 Soybeans closed at $11.79 1/4, up 9 3/4 ce...

Corn futures closed out Thursday trade with most contracts 6 to 9 ¾ cents higher. Some deferred contracts were steady to 4 ¾ cents in the green. Excellent Export Salse data and a crude oil market rallying $4.23 provided some support. The CmdtyView national average Cash Corn price was up 9 1/2 cents to $4.12 3/4. Export Sales data for the week of February 26 from this morning showed 2.02 MMT in old crop corn sales. That was nearly triple the previous week and more than double the same week last year. South Korea was the top buyer of 530,300 MT, with 225,000 MT sold to Colombia, and 224,700 MT to Mexico. New crop business was tallied at 154,000 MT, all to Japan. Don’t Miss a Day: Brazil trade data was released this morning, with February corn exports at 1.55 MMT, up 9.34% from last year but well below the January total. The Buenos Aires Grain Exchange estimates the Argentina early corn crop at 7.2% harvested, with the crop estimate still at 57 MMT. Statistics Canada acreage intentions for this year showed corn acres at 3.846 million acres, up 1.7% from a year ago if realized. Mar 26 Corn closed at $4.41 1/2, up 9 3/4 cents, Nearby Cash was $4.12 3/4, up 9 1/2 cents, May 26 Corn closed at $4.53 1/2, up 9 3/4 cents, Jul 26 Corn closed at $4.62 3/4, up 9 1/4 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.