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美股异动丨雷神技术盘前涨超1% 消息称白宫将召集美国军工巨头讨论增产

格隆汇 📅 03/04 17:27
格隆汇3月4日|雷神技术(RTX.US)盘前涨1.1%报208.79美元;洛克希德·马丁盘前涨0.32%。消息面上,有媒体援引五名知情人士表示,特朗普政府计划于周五在白宫与美国最大防务承包商的高管会面,讨论加快武器生产。此前五角大楼在对伊朗发动打击以及其他近期军事行动后,正努力补充武器库存。知情人士称,包括洛克希德·马丁和雷神技术公司在内的企业,以及其他关键供应商均已受邀参加此次会议。(格隆汇)

Stock Movers: Repsol, Maersk, Adidas (Podcast)

Bloomberg 📅 03/04 17:26
Source: Bloomberg, 4:19

美股异动丨Evolus盘前涨超16% Q4收入增长实现盈亏平衡 本季指引积极

格隆汇 📅 03/04 17:26
格隆汇3月4日|医美上市公司Evolus(EOLS.US)盘前涨16.22%报4.8美元。消息上,Evolus报告称,2025年第四季度实现了盈亏平衡,而一年前亏损了0.11;截至12月31日的三个月内,收入从一年前的7,890万增长至9,030万。该公司预计2026年的收入将在3.27亿到3.37亿之间。(格隆汇)

亚太药业:全资子公司拟出资600万元设立合资公司

同花顺 📅 03/04 17:26
文章提及标的 亚太药业 -- 亚太药业(002370)公告,全资子公司雅泰利众与海南泰泽丰医药科技有限公司签订《投资合作协议》,拟共同出资设立浙江亚钛星浩药业有限公司。合资公司注册资本1000万元,雅泰利众出资600万元,持股60%;泰泽丰医药出资400万元,持股40%。本次投资不构成关联交易或重大资产重组,旨在优化业务结构,拓宽盈利渠道,培育新的利润增长点。

Billionaire Stanley Druckenmiller Dumped 2 of His Top Performers -- Teva and Taiwan Semiconductor -- and Made This Sector-Based ETF His Fund's New No. 2 Holding

Yahoo 📅 03/04 17:26 NVDA.OTSM.N
Two weeks ago, on Feb. 17, institutional investors with at least $100 million in assets under management were required to file Form 13F with regulators. A 13F is an invaluable data set that allows investors to track which stocks and exchange-traded funds (ETFs) Wall Street's preeminent money managers bought and sold in the latest quarter. Following Warren Buffett's retirement, Stanley Druckenmille...

美股异动|Gitlab盘前跌8.8%,Q4业绩喜忧参半,今财年业绩指引逊于预期

格隆汇 📅 03/04 17:26
格隆汇3月4日|Gitlab(GTLB.US)盘前跌8.8%,报24.34美元。消息面上,Gitlab公布喜忧参半的2026财年Q4业绩,营收同比增长23%至2.6亿美元,调整后每股收益0.3美元,均超过市场预期。本财年的年度经常性收入(ARR)突破了10亿美元的重要里程碑。然而,客户增长指标显示出令人担忧的减速,ARR超过5000美元的客户同比仅增长8%(相较于第三季度的10%),而ARR超过1...

Billionaire Stanley Druckenmiller Dumped 2 of His Top Performers -- Teva and Taiwan Semiconductor -- and Made This Sector-Based ETF His Fund's New No. 2 Holding

Nasdaq 📅 03/04 17:26 NVDA.OTSM.N
Key Points Form 13Fs help investors track which stocks and exchange-traded funds (ETFs) Wall Street's most successful money managers bought and sold in the latest quarter. Profit-taking looks to have been on billionaire Stanley Druckenmiller's mind when he notably reduced his fund's stakes in Teva Pharmaceutical and Taiwan Semiconductor in the fourth quarter. Meanwhile, Duquesne's billionaire boss...

Billionaire Stanley Druckenmiller Dumped 2 of His Top Performers -- Teva and Taiwan Semiconductor -- and Made This Sector-Based ETF His Fund's New No. 2 Holding - Yahoo Finance

Google 📅 03/04 17:26 TSM.N
Billionaire Stanley Druckenmiller Dumped 2 of His Top Performers -- Teva and Taiwan Semiconductor -- and Made This Sector-Based ETF His Fund's New No. 2 Holding Yahoo Finance

European Shares Hold Steady In Cautious Trade

Nasdaq 📅 03/04 17:25
(RTTNews) - European shares steadied on Wednesday after U.S. President Donald Trump indicated that the U.S. Navy would escort oil tankers through the Strait of Hormuz to safeguard maritime trade in the Gulf and help stabilize surging global energy prices. Additionally, the U.S. Development Finance Corporation (DFC) has confirmed its readiness to extend political risk insurance and guarantees for e...

Cairn Homes FY25 slides: revenue up 10%, order book hits €1.32bn

Investing 📅 03/04 17:25

Brenntag shares slide after profit drops 34%, dividend slashed

Investing 📅 03/04 17:25

Euro zone services growth edged up in February as demand improved, PMI shows

Investing 📅 03/04 17:25

IF椰子水回应添加外源糖质疑:不实信息

同花顺 📅 03/04 17:25
3月4日,椰子水品牌溢福IF澄清网络上关于其产品“添加外源糖、外源水”的不实信息,强调其100%椰子水产品未添加任何外源糖或水。溢福IF表示,产品严格遵循天然、纯粹的生产标准,每年委托权威机构检测,并获泰国食品药品监督管理局成分认证。公司对传播不实信息的行为表示谴责,并保留采取法律措施的权利,呼吁各界共同维护市场环境。(大河财立方)

格隆汇3月4日丨iShares MSCI韩国ETF美股盘前下跌5.1%,此前韩国股市创下史上最大单日跌幅。

格隆汇 📅 03/04 17:25
格隆汇3月4日丨iShares MSCI韩国ETF美股盘前下跌5.1%,此前韩国股市创下史上最大单日跌幅。

Brown Capital Management LLC Lowers Position in Microsoft Corporation $MSFT - MarketBeat

Google 📅 03/04 17:25 MSFT.O
Brown Capital Management LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 79.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 877 shares of the software giant's stock after selling 3,376 shares during the period. Brown Capital Management LLC's holdings in Microsoft were worth $454,000 as of its most recent SEC filin...

Envestnet Asset Management Inc. Has $5.71 Billion Stock Holdings in Microsoft Corporation $MSFT - MarketBeat

Google 📅 03/04 17:25 MSFT.O
Envestnet Asset Management Inc. increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,030,769 shares of the software giant's stock after purchasing an additional 8,424 shares during the period. Microsoft makes up ...

Piper Sandler cuts Alpha Tau Medical stock rating on valuation

Investing 📅 03/04 17:24

Hong Kong January retail sales rise 5.5% on sustained recovery momentum

Investing 📅 03/04 17:24

【华尔街原声】KKR:私募信贷市场未来将出现一场"洗牌"

财新 📅 03/04 17:24
私募巨头KKR全球宏观及资产配置主管Henry McVey认为,尽管私募信贷市场规模已达1.7万亿美元,但其在全球固定收益市场中的占比仅为1%,系统性风险相对可控

阳光诺和:BTP4327临床试验申请获批

同花顺 📅 03/04 17:24
阳光诺和(688621)公告,公司及子公司江苏诺和必拓新药研发有限公司收到国家药品监督管理局核准签发的《药物临床试验批准通知书》,公司在研项目BTP4327的临床试验申请获得批准。BTP4327为化药2类改良型新药,拟申报适应症为治疗高血压,以降低血压。本品用于单药治疗不能充分控制血压的患者。

YSL lights up Paris fashion week show with return of Le Smoking suit

The Guardian 📅 03/04 17:23
The most famous suit in the world, Yves Saint Laurent’s Le Smoking, has returned to the Paris catwalk 60 years after its invention. Designed by the late couturier to be worn by men in smoking rooms to protect clothing from the smell of cigars, he adapted it for women, slimming the trousers and lapels. It wasn’t a runaway success – only one sold from his 1966 collection – but it became a global sym...

CrowdStrike beats fourth-quarter estimates, forecasts in-line annual outlook

Investing 📅 03/04 17:23

Hormuz Oil Escort Risks, Senate Primary Results, More

Bloomberg 📅 03/04 17:23
Source: Bloomberg, 0:00

5 takeaways from the first primaries of the 2026 midterms

NPR News 📅 03/04 17:23
5 takeaways from the first primaries of the 2026 midterms toggle caption Brandon Bell/Getty Images The first primaries of the 2026 midterm campaign are in the books. The results in North Carolina and Texas could have big consequences for control of Congress. Not all the results are finalized as yet, but here are some takeaways from what is known: 1. Texas Republicans head for a runoff in the Senat...

今年华交会意向订单近22亿美元,东南亚采购商激增24%

同花顺 📅 03/04 17:23
为期四天的第34届华东进出口商品交易会于今日闭幕。本届华交会共吸引境内外采购商46450人到会,来自126个国家和地区。其中,境内采购商数量较上届增长2.56%,境外采购商数量较上届增长2.85%。从地区分布来看,欧美地区采购商较上届增长5.46%;东南亚(513730)地区采购商较上届增长24.10%。本届展期实现意向订单金额21.95亿美元,同比增长5.05%。(第一财经)

A Tesla-loyal shareholder has purchased 1 million shares of NVIDIA (NVDA.US), firmly supporting AI as a non-bubble investment! - 富途牛牛

Google 📅 03/04 17:23 NVDA.O
A Tesla-loyal shareholder has purchased 1 million shares of NVIDIA (NVDA.US), firmly supporting AI as a non-bubble investment! 富途牛牛

恒瑞醫藥(01276)子公司兩項注射液獲批 - AASTOCKS.com

Google 📅 03/04 17:23 1276.HK
恒瑞醫藥(01276)子公司兩項注射液獲批 AASTOCKS.com

恒瑞醫藥(01276)子公司兩項注射液獲批 - AASTOCKS.com

Google 📅 03/04 17:23 1276.HK
恒瑞醫藥(01276)子公司兩項注射液獲批 AASTOCKS.com

美股异动丨Sea盘前续跌逾2% Q4盈利逊预期 多家大行下调目标价

格隆汇 📅 03/04 17:22
格隆汇3月4日|昨日大幅收跌16.53%的Sea(SE.US)今日美股盘前续跌2.13%,报85.95美元。消息面上,Sea公布2025财年第四季度业绩,收入增长强劲但盈利未达预期。期内营收同比增长38.4%至68.5亿美元,超出分析师预期的64.5亿美元;每股收益为63美分,低于一致预期的66美分。绩后,多家大行下调Sea的目标价。其中:富瑞维持Sea“买入”评级,目标价从196美元下调至150...

国巨第三次上调聚合物钽电容价格 4月1日起生效

格隆汇 📅 03/04 17:22
格隆汇3月4日|全球领先的被动元件制造商国巨集团(YAGEO)通过旗下子公司基美(KEMET)向客户发出调价通知,宣布将对部分聚合物钽电容产品进行价格调整,新价格计划于4月1日起正式生效。
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