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数据中心“光进铜退”?多家上市公司布局Micro LED光连接,业内称系“关键路线”

财联社 📅 03/05 21:25
财联社3月5日讯(记者 王碧微) 一份名为“Micro LED CPO开启数据中心互连新局”的研报,让MicroLED板块成为热门。 今日,A股MicroLED概念十分活跃,涨幅榜前10中有7只系“光电”概念股。截至收盘, 华灿光电 (300323.SZ)、 龙腾光电 (688055.SH)、 聚灿光电 (300708.SZ)、 通光线缆 (300265.SZ)、 聚飞光电 (300303.SZ)...

Israel to attack Iran's underground missile sites in second phase of war, sources say - Reuters

Reuters 📅 03/05 21:25
Israel to attack Iran's underground missile sites in second phase of war, sources say Reuters

Exclusive-No talk of triggering NATO’s Article 5 over Turkey missile shoot-down, Rutte says

Investing 📅 03/05 21:25

伦敦数字银行Revolut已申请美国银行牌照

格隆汇 📅 03/05 21:25
格隆汇3月5日|伦敦数字银行Revolut已申请美国银行牌照,借助特朗普政府对新进入者进入受监管银行体系持更开放态度之机,试图打开美国市场。 这家总部位于伦敦的金融科技公司周四表示,已向美国货币监理署(OCC)和联邦存款保险公司(FDIC)申请美国全国性银行牌照。 获得牌照将提升这家估值750亿美元的金融科技公司进入美国市场的机会。美国市场长期以来一直是Revolut全球增长战略的重要组成部分。成...

Why Constellation Energy Stock Surged 17.5% in February

Nasdaq 📅 03/05 21:25 MSFT.ONVDA.OMETA.O
Key Points Constellation Energy reported strong fourth-quarter results last month. The company also signed another deal to supply power to a data center developer. It continues to make progress on its growth strategy. 10 stocks we like better than Constellation Energy › Shares of Constellation Energy (NASDAQ: CEG) rocketed 17.5% in February. It was a big month for the power producer as it reported...

2 Big Reasons I Changed My Mind About When to Claim Social Security

The Motley Fool 📅 03/05 21:25
I've been working and paying Social Security taxes since I was 16 and got my first job -- and I'm not the only one. Social Security is an earned benefit, so as soon as you start bringing in income, you start contributing to the retirement fund. Since I'll have been paying tax for many decades by the time I get to 62 and become eligible for benefits for the first time, I always thought I would clai...

The Trade Desk stock surges 20% on CEO insider buy, OpenAI talks

Investing 📅 03/05 21:24 MSFT.O

现货黄金失守5090美元

格隆汇 📅 03/05 21:24
格隆汇3月5日|现货黄金失守5090美元/盎司,日内跌1.01%。

现货黄金失守5090美元/盎司

同花顺 📅 03/05 21:24
文章提及标的 伦敦金 -- 现货黄金失守5090美元/盎司,日内跌0.62%。

McKesson CFO Britt Vitalone to retire; Kenny Cheung named successor

Seeking Alpha 📅 03/05 21:24
McKesson ( MCK ) Thursday reported that CFO Britt Vitalone will retire after 20 years with the company, including over eight years as CFO. Kenny Cheung will succeed her as executive vice president and CFO, effective May 29, 2026. “Britt is an exceptional partner and leader. He has been instrumental in advancing the company’s financial performance, engaging with shareholders, and instilling a cultu...

港股风向标|风险情绪缓和恒指反弹遇阻 资金面缩量继续观望

财联社 📅 03/05 21:24 1810.HK9988.HK9888.HK
财联社3月5日讯(编辑 冯轶) 今日港股反弹遇阻,三大指数早盘走强后午后持续回落。截至收盘,恒生指数涨0.28%止步3连跌,国企指数、恒生科技指数分别转跌至0.38%及0.68%。 【科网股跌势趋缓 恒指缩量反弹资金面继续观望】 盘面上,今日部分科网股止跌反弹,小米、百度、快手飘红。阿里巴巴、美团、腾讯等跌势趋缓。 其他方向上,电力设备股连续走强,存储、算力等AI相关概念再度活跃。医药、金融等板块...

浙商证券宏观首席分析师林成炜:预计2026年有25—50BP降准操作

同花顺 📅 03/05 21:23
今日,浙商证券(601878)宏观首席分析师林成炜对政府工作报告进行了解读。他表示,与2025年两会“适时降准降息、优化和创新结构性货币政策工具”的表述相比,今年的增量在于两点。一是措辞由“适时”升级为“灵活高效运用”,意味着政策不会机械等待单一触发条件,而是更强调工具组合与操作效率,预计2026年有25—50BP降准、10BP降息的总量性宽松操作,节奏上预计小步慢跑,频度不会太高。二是对结构性工...

US Defense Department Seeks Information to Expand Metal Stockpiles

Bloomberg 📅 03/05 21:23
The US Defense Department is seeking information for the potential stockpiling of five critical minerals, as the country steps up efforts to reduce risks in the supply chain and bolster domestic feedstock. The Defense Logistics Agency on Wednesday issued notices seeking information for lithium , nickel , tin , chromium and tellurium respectively, including details of interested vendors, products s...

伊朗动用超重型导弹打击以色列 弹头重1吨

格隆汇 📅 03/05 21:23
格隆汇3月5日|伊朗伊斯兰革命卫队5日说,当天发射携带1吨重弹头的“霍拉姆沙赫尔-4”超重型导弹,打击以色列多个目标。伊朗伊斯兰革命卫队发布第21号公告说,当天早上,在针对美国和以色列的“真实承诺-4”第19波攻势中,伊朗方面动用携带1吨重弹头的“霍拉姆沙赫尔-4”超重型导弹,打击以色列特拉维夫市中心、本-古里安机场以及该机场的以空军基地。公告说,这些导弹在攻击无人机的先遣护航下成功突破以色列多重...

Broadcom's 'strong' outlook for 2027 signals the AI party isn't slowing down: analysts

Seeking Alpha 📅 03/05 21:22 AVGO.O
JHVEPhoto Broadcom ( AVGO ) was in the spotlight on Thursday as Wall Street analysts praised the semiconductor and software giant for its “strong” outlook for 2027 that is indicative of continued heavy levels of spending on artificial intelligence. Shares rose more than 6% in premarket trading, while other semiconductor stocks, such as Nvidia ( NVDA ) and AMD ( AMD ), saw fractional moves. “Strong...

Broadcom's 'strong' outlook for 2027 signals the AI party isn't slowing down: analysts (AVGO:NASDAQ) - Seeking Alpha

Google 📅 03/05 21:22 AVGO.O
JHVEPhoto Broadcom ( AVGO ) was in the spotlight on Thursday as Wall Street analysts praised the semiconductor and software giant for its “strong” outlook for 2027 that is indicative of continued heavy levels of spending on artificial intelligence. Shares rose more than 6% in premarket trading, while other semiconductor stocks, such as Nvidia ( NVDA ) and AMD ( AMD ), saw fractional moves. “Strong...

Renk reports steady revenue as order delays, export limits weigh on results

Seeking Alpha 📅 03/05 21:22
Tramino/iStock Unreleased via Getty Images Renk Group ( RNKGF ), a major manufacturer of transmissions used in Leopard 2 battle tanks, reported full-year revenue broadly in line with analyst expectations on Thursday, though the company said order timing issues and export restrictions affected its performance. The German engineering firm has been among the companies benefiting from Berlin’s militar...

Sumitomo Mitsui Financial Group Inc. Trims Holdings in Meta Platforms, Inc. $META - MarketBeat

Google 📅 03/05 21:22 META.O
Sumitomo Mitsui Financial Group Inc. lessened its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 6.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 70,383 shares of the social networking company's stock after selling 5,222 shares during the quarter. Meta Platforms comprises approximately 0...

Meta Platforms, Inc. $META Shares Sold by Xponance Inc. - MarketBeat

Google 📅 03/05 21:22 META.O
Xponance Inc. decreased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 6.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 498,173 shares of the social networking company's stock after selling 34,335 shares during the quarter. Meta Platforms makes up about 2.9% of Xponance Inc.'s...

Meta Platforms, Inc. $META Shares Sold by Xponance Inc. - MarketBeat

Google 📅 03/05 21:22 META.O
Meta Platforms, Inc. $META Shares Sold by Xponance Inc. MarketBeat

Amazon.com, Inc. $AMZN is Stratos Wealth Partners LTD.'s 7th Largest Position - MarketBeat

Google 📅 03/05 21:22 AMZN.O
Amazon.com, Inc. $AMZN is Stratos Wealth Partners LTD.'s 7th Largest Position MarketBeat

Virtus Wealth Solutions LLC Has $18.87 Million Stock Holdings in Meta Platforms, Inc. $META - MarketBeat

Google 📅 03/05 21:22 META.O
Virtus Wealth Solutions LLC increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 29.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,694 shares of the social networking company's stock after purchasing an additional 5,858 shares during the quarter. Meta Platforms makes up about 3.6% of V...

Xi Jinping calls for China’s provincial powerhouses to lead on tech at ‘two sessions’

SCMP 📅 03/05 21:22
President Xi Jinping urged China’s major provincial economies to take the lead in technological innovation and strengthen their resilience to external shocks over the next five years, part of the annual meeting of the National People’s Congress (NPC) – the country’s top legislature – which began in Beijing on Thursday. Addressing deputies from the eastern province of Jiangsu, Xi said the region sh...

Telligent Fund LP Has $5.88 Million Holdings in Meta Platforms, Inc. $META - MarketBeat

Google 📅 03/05 21:22 META.O
Telligent Fund LP increased its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 11.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,000 shares of the social networking company's stock after purchasing an additional 800 shares during the period. Meta Platforms makes up about 5.0% of Telligent Fund LP's investment portfolio, makin...

美参议员提出禁止政府官员涉足预测市场,此前马杜罗与伊朗相关押注引关注

新浪 📅 03/05 21:22
关键要点 俄勒冈州民主党参议员杰夫·默克利透露,他正在提出一项立法,旨在禁止国会议员、总统及副总统交易事件合约。 默克利的提案出炉前,上周末美国采取军事行动前夕,关于伊朗将遭打击的押注激增。 默克利表示,全球最大的预测市场之一Kalshi为该法案提供了意见。 在委内瑞拉前总统尼古拉斯·马杜罗下台以及美国袭击伊朗之后,匿名投注者获得的回报将预测市场推到了聚光灯下。如今,立法者正试图阻止民选官员借此获...

Vermilion Energy: A Solid Q4 2025 And 2026 Looks Bright

Seeking Alpha 📅 03/05 21:21
Abstract Aerial Art/DigitalVision via Getty Images Overview Vermilion Energy ( VET )( VET:CA ) is an oil & natural gas producer that is listed in both the U.S. and Canada. The company has most of its production coming from Canada, but there are also high-margin assets internationally. Vermilion has lately become more focused on natural gas production but also has oil-focused assets in France and A...

SouthState Bank Corp Has $113.62 Million Holdings in Apple Inc. $AAPL - MarketBeat

Google 📅 03/05 21:21 AAPL.O
SouthState Bank Corp trimmed its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 10.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 446,214 shares of the iPhone maker's stock after selling 50,102 shares during the quarter. Apple comprises approximately 5.2% of SouthState Bank Corp's holdings, making ...

Acorn Energy, Inc. Announces Retreat In Q4 Bottom Line

Nasdaq 📅 03/05 21:20
(RTTNews) - Acorn Energy, Inc. (ACFN) reported a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $1.07 million, or $0.42 per share. This compares with $5.23 million, or $2.08 per share, last year. The company's revenue for the period fell 32.6% to $2.38 million from $3.53 million last year. Acorn Energy, Inc. earnings at a glance (GAAP) : -Earn...

大行评级丨花旗:上调空客目标价至217欧元,评级升至“买入”

格隆汇 📅 03/05 21:20
格隆汇3月5日|花旗将空客的评级从“中性”上调至“买入”,目标价从208欧元上调至217欧元。分析师称,尽管空客的交付量提升计划有所延迟,但长期盈利前景仍然强劲。

Meta Platforms Inc call buyer realizes 22% same-day gains - TipRanks

Google 📅 03/05 21:20 META.O
Meta Platforms Inc call buyer realizes 22% same-day gains TipRanks
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