Sakorn Sukkasemsakorn/iStock via Getty Images In my view, the indirect results of the ESG screening process expose the Xtrackers S&P 500 Scored & Screened ETF ( SNPE ) to a few risks in the current environment. More specifically, the SNPE portfolio has larger exposure to the information technology sector, and, in part as a consequence of that, has a larger growth premium than the iShares Core S&P 500 ETF ( IVV ). I believe longer-duration equities overall and especially the tech sector look quite vulnerable, as spiraling oil prices (which could add to inflation and pulverize expectations for interest rate cuts) amid the U.S.-Israel-Iran conflict add volatility to the already unstable market concerned with the AI economy narrative and the inflation question. In this regard, depending on the trajectory of the conflict, SNPE could experience a deeper drawdown than IVV. I am not constructing a bearish thesis today, though, owing to elevated uncertainty. So, my rating on SNPE is Hold. SNPE Strategy and Portfolio As we know from the ETF's website , the S&P 500 Scored & Screened Index is the core of its strategy. As explained in the fact sheet: The S&P 500 Scored & Screened Index is a broad-based, market-cap-weighted index that is designed to measure the performance of securities meeting sustainability criteria, while maintaining similar overall industry group weights as the S&P 500. The index excludes companies with disqualifying UN Global Compact scores and business involvement in tobacco, controversial weapons, and thermal coal, then targets 75% of the float market capitalization of each GICS Industry Group within the S&P 500, using an ESG score as the defining characteristic. An important remark is that in February of last year, the ETF's underlying index, as well as the vehicle itself, was renamed: On 2/10/25 the fund changed its name from Xtrackers S&P 500 ESG ETF to Xtrackers S&P 500 Scored & Screened ETF. The underlying index of the fund, the S&P 500 ESG Index, als...

中国工程机械领军企业亮相北美最大工程机械展 2026-03-04 12:16:36 来源： 同花顺7x24快讯 分享 文章提及标的 工程机械 -- 北美规模最大的工程机械（881268）行业展会——拉斯维加斯工程机械（881268）展3日开幕，集中展示全球工程机械（881268）领域的最新设备和创新技术成果。中国工程机械（881268）领军企业以强大阵容亮相展会。(新华社)

格隆汇3月4日｜今天，十四届全国人大四次会议发布会在人民大会堂举行。发言人娄勤俭介绍，去年“十四五”圆满收官，中国经济总量突破140万亿元人民币，对世界经济增长的贡献率稳定在30%左右。

十四届全国人大四次会议大会发言人娄勤俭说，“十五五”规划纲要草案在广泛征求意见的基础上，将提请此次大会审查批准并公布实施，使党的主张通过法定程序转化为国家意志和人民共同行动。此次大会将审议国家发展规划法草案，以法律形式将成熟做法固定下来，更好发挥国家发展规划的战略导向作用。（新华社）

恒生指數中午收報25,051點，跌717點，中國人壽跌6.7%，友邦保險跌5.4%，中國宏橋升3.7%。

恒生指數中午收報25,051點，跌717點，中國人壽跌百分之6.7，友邦保險跌百分之5.4，中國宏橋升百分之3.7。

大会发言人：“十五五”规划纲要草案将提请大会审查批准并公布实施 据新华社，十四届全国人大四次会议大会发言人娄勤俭说，“十五五”规划纲要草案在广泛征求意见的基础上，将提请此次大会审查批准并公布实施，使党的主张通过法定程序转化为国家意志和人民共同行动。此次大会将审议国家发展规划法草案，以法律形式将成熟做法固定下来，更好发挥国家发展规划的战略导向作用。

格隆汇3月4日｜韩国股市周三暴跌逾10%，仅本周市值已蒸发4,300亿美元。随着中东战争扩大，韩元跌至17年来最低水平，引发大规模抛售，而此前韩国市场曾是全球最火热的市场之一。中东冲突可能长期化的风险对韩国等石油净进口国尤为重要，因为韩国几乎全部能源依赖进口。市场反应表明这一点尤为明显，因为该国约70%的石油采购来自中东地区。韩股盘中触发自2024年8月以来首次熔断，并连续第二个交易日触发交易限制。若跌势维持，该指数将录得自2008年10月以来最大单日跌幅。

Earnings Call Insights: Superior Group of Companies (SGC) Q4 2025 Management View Michael Benstock, Chairman & CEO, reported solid growth in the Branded Products segment, driving a modest year-over-year revenue increase and higher EBITDA, with EPS nearly doubling to $0.23. Benstock announced, "Our outlook for SGC for 2026... reflects solid growth expectations for the year, again, with a back-end weighted cadence due to expected order patterns and anticipated new customer growth in our Contact Centers segment." Benstock detailed continued economic uncertainty across all business lines, but highlighted sequential revenue and profit improvements, emphasizing cost containment and operational efficiencies: "The progress we've made in driving efficiencies and containing costs... should prove beneficial once macro conditions normalize and stronger demand returns." Strategic priorities include expanding the sales force and leveraging technology in Branded Products, continued marketing investment and expense management in Healthcare Apparel, and ongoing cost structure improvements, including the strategic use of AI in Contact Centers. Michael Koempel, CFO, stated, "During the fourth quarter, we generated consolidated revenue of $147 million, which was up 1% year-over-year and up 6% sequentially from the third quarter, demonstrating the back-end weighted cadence of our revenue as expected." Outlook Koempel provided initial full-year 2026 revenue guidance in the range of $572 million to $585 million, assuming no significant change in macro conditions, which implies 3% growth at the high end. He further stated, "We are also expecting full year earnings per diluted share to be in the range of $0.54 to $0.66, suggesting significant improvement over $0.46 in 2025." Management expects a back-end weighted cadence for both top and bottom lines, citing recent momentum, competitive advantages, and growing pipelines as supporting factors. Financial Results Consolidated revenue for Q4 wa...

Earnings Call Insights: Arcturus Therapeutics Holdings Inc. (ARCT) Q4 2025 Management View CEO Joseph Payne provided an update on the ARCT-032 and ARCT-810 programs, stating the ARCT-032 Phase II trial is progressing with higher dose testing at 15 milligrams in 4 Class I CF adults with no safety concerns. "We are well on track to initiate dosing for this Phase II 12-week study in the first half of this year and look forward to generating potentially meaningful clinical data for our CF program in 2026" (Founder, President, CEO & Director Joseph Payne). For ARCT-810, Payne reported plans to study both adults and young children, with regulatory meetings scheduled for the first half of 2026. "These meetings are intended to provide clarity regarding our next steps in clinical development for our flagship rare liver disease program" (Founder, President, CEO & Director Joseph Payne). The CEO announced U.K. approval for the partnered COVID-19 vaccine Costave in January 2026 for individuals aged 18 and older and noted continued progress and funding for the STAR vaccine candidate ARCT-2304 for A/H5N1 influenza, highlighting durable immune responses and tolerability. CFO remarks included: "Year-over-year, annual and quarterly revenue decreased $70.3 million and $15.6 million, respectively. These declines were driven by reductions in revenue from our CSL collaboration, reflecting lower supply agreement activity and a reduced number of development-based milestone achievements as Costave was commercialized. Annual and quarterly research and development expenses also decreased year-over-year by $83.0 million and $19.3 million, respectively, which was primarily driven by lower manufacturing and clinical costs related to the LUNAR-COV19 program" (Founder, President, CEO & Director Joseph Payne). Cash, cash equivalents and restricted cash were $232.8 million as of December 31, 2025. Outlook The company expects to initiate the 12-week Phase II ARCT-032 study in the first half of 2026,...

文章提及标的 韩国综合指数 -- 韩国kospi（KS11）指数跌幅现收窄至约7%，此前一度下挫近13%。

记者从多位知情人士处获悉，昨日相关部门召集多家猪企开会，会议主要关注联农助农与产能调控，注重预警信息的准确性。(财联社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

聚赛龙（301131）公告，2026年3月4日为“赛龙转债”最后一个转股日，当日收市前，持有“赛龙转债”的投资者仍可进行转股；2026年3月4日收市后，未实施转股的“赛龙转债”将停止转股，剩余可转债将按照100.33元/张的价格被强制赎回。若被强制赎回，投资者可能面临投资损失。截至2026年3月4日上午收市后，距离2026年3月5日(“赛龙转债”停止转股日)仅剩半个交易日。债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票适当性管理要求的，不能将所持“赛龙转债”转换为股票，特提请投资者关注不能转股的风险。特别提醒“赛龙转债”持有人注意在限期内转股。

花旗经济学家表示，为应对高油价与韩元贬值，韩国央行可能选择与金融部门协同稳定债市和汇市，而非加息。花旗经济学家Jin-WookKim在报告中写道，如有必要，韩国外汇部门或将采取果断措施稳定汇率，如同12月底的操作。“我们认为，若有必要，下调燃油税可抑制汇率与油价对国内通胀的传导。”若3年期韩国国债收益率持续高于3.2%，韩国央行可能购入国债。韩国央行将通过公开市场操作提供流动性支持，以管理隔夜回购市场流动性。 责任编辑：王永生

格隆汇3月4日｜韩国首尔综合指数跌幅收窄至7.2%，此前一度下跌多达12.7%。

格隆汇3月4日｜摩根士丹利发表韩国市场报告表示，近期国际油价上涨引发市场对滞涨压力的担忧。汇率疲弱与高油价的叠加效应，可能使通胀快速部分传导。然而，在需求疲弱的背景下，韩国央行预计将保持谨慎，不急于加息。该行指，韩国对能源进口依赖度极高，超过95%的能源来自进口，其中70%的石油进口源自中东，直接受地缘政治冲突影响。分析显示，油价每上涨10%，韩国通胀可能增加60个基点(0.6%)。由于需求疲弱，货币政策今年不太可能用来抑制传导，政府的供给端价格控制措施更可能成为首选。

财联社3月4日讯，据央视新闻，十四届全国人大四次会议今天（3月4日）在人民大会堂举行新闻发布会，大会发言人娄勤俭就大会议程和人大工作相关问题回答中外记者提问。 十四届全国人大四次会议3月5日上午开幕 会期8天 娄勤俭介绍，十四届全国人大四次会议将于3月5日上午开幕，3月12日下午闭幕，会期8天，共安排3次全体会议。 大会议程共有十一项。 2773名代表向大会报到 各项准备工作就绪 娄勤俭介绍，十四届全国人大实有代表2878名，目前已有2773名代表向大会报到。大会的各项准备工作已全部就绪。 十四届全国人大四次会议期间将举行三场记者会 娄勤俭介绍，会议期间将举行三场记者会，分别为：经济、民生、外交主题，安排三场“代表通道”和三场“部长通道”采访活动。 “十五五”规划纲要草案将提请大会审查批准并公布实施 娄勤俭表示，“十五五”规划纲要草案在广泛征求意见的基础上，将提请此次大会审查批准并公布实施，使党的主张通过法定程序转化为国家意志和人民共同行动。此次大会将审议国家发展规划法草案，以法律形式将成熟做法固定下来，更好发挥国家发展规划的战略导向作用。

格隆汇3月4日｜印度卢比兑美元最新汇率为91.1650，当日下跌0.76%。交易员称，印度央行可能正在抛售美元，以避免卢比进一步大幅贬值。

D&R Invest-Rendite Aktiv I (A2U2.HM) 過往股價及數據 Yahoo 財經

格隆汇3月4日｜印度最大LNG进口商Petronet股价下跌8.0%，此前发布不可抗力通知。

格隆汇3月4日｜花旗：韩国央行将优先考虑稳定市场而不是加息。

格隆汇3月4日｜今天，十四届全国人大四次会议发布会在人民大会堂举行。大会发言人娄勤俭介绍，会议期间将举行三场记者会，分别为经济、民生、外交主题，安排3场“代表通道”和3场“部长通道”采访活动。

NVDA, AVGO: These 2 AI Chip Leaders Are “Poised for Breakouts,” Says Top Analyst TipRanks

格隆汇3月4日｜华峰超纤发布超纤基布涨价预告函称，受最新“黑天鹅”事件影响，近期全球宏观环境剧烈变动，原油价格持续走高，市场供需关系趋紧。自2025年12月以来，原油价格累积涨幅已超过30%，且仍有继续上升的趋势。与原油密切相关的化工原料也在此期间持续上涨，成本大幅提升。经慎重考虑，拟决定从2026年3月9日开始对超纤基布统一上调1-4元/米，进行第一波调价，后续的价格会继续跟着国际原油以及原材料价格进行调整。

据报道，韩国总统府政策室长金容范周三将与财政部、央行等部门官员召开会议。此次会议的召开正值中东战火导致韩国股市暴跌，韩元走软。 责任编辑：王永生

十四届全国人大四次会议期间将举行三场记者会 2026-03-04 12:09:59 来源： 同花顺7x24快讯 分享 十四届全国人大四次会议今天(3月4日)在人民大会堂举行新闻发布会，大会发言人娄勤俭就大会议程和人大工作相关问题回答中外记者提问。娄勤俭介绍，会议期间将举行三场记者会，分别为：经济、民生、外交主题，安排三场“代表通道”和三场“部长通道”采访活动。(央视新闻)

格隆汇3月4日｜巴林安全局势升级，警报响起。