Futures rose on a report that Iran reached out to the U.S. Stocks cut losses and oil prices pared gains as Trump said the Navy could escort tankers in the Strait of Hormuz.

全球都因为美以袭击伊朗，进入风声鹤唳模式。 资本市场，首当其冲。 油价涨了，金价涨了，股市则进入大撤退模式。 特别是一些有离岸性质，以及对外资依赖度比较高的亚洲市场。 像日经225指数，已连续两天下挫超过3%，韩国综合指数昨天大跌超过7%，今天更是狂泄超过12%。早上，韩国KOSPI200指数期货下跌5%，触发了韩国综合股价指数的熔断机制程序化交易暂停5分钟。 港股当然也未能幸免，特别是恒生科技指数，已经跌破5000点大关，创下了近 10 个月来的新低。 所有人都在问，到底是谁在抛售？ 01 谁在卖？ 先看看港股的三大资金来源： 外资、南下、本地资金 。 其中，外资和南下已经成为两股最大势力，本地资金量小，先略过。 外资方面，2026年2月底爆发的的中东突发变局，是直接诱因。 一般而言，这类事件很容易触发外资的“避险”算法。 逻辑很简单，港股作为典型的“离岸市场”，其定价权一直以来，都由美元流动性主导，尽管近年来南下资金的定价权在上升，但并没到盖住外资的地步。 当地缘政治风险溢价飙升时，外资机构（尤其是欧洲和北美的量化基金）的算法模型会自动触发“风险降维”。 更接地气的解释为，既然中东战火威胁到能源和供应链安全，造成通胀风险，还会压制美元降息步伐，那资金便会毫不犹豫地卖出高Beta的成长科技股，转而拥抱黄金、原油以及高息股。 同时，美股AI科技股也正处于深度调整期，云计算厂商过高的AI资本开支侵蚀利润率、传统软件产业被AI取代的风险，直接传导到港股科技板块，导致恒生科技指数跟跌。 3月2日，即本周一，中东战事后的第一个港股交易日，成交额飙升至 3577 亿港元，显著放量。成交额中，来自欧洲与北美机构的卖盘占比激增至45%以上。CCASS（中央结算系统）席位追踪发现，抛盘主要集中在大摩、高盛、摩根大通等外资券商席位。 那南下资金又在干什么呢？ 统计数据显示，3月2日，南下资金全天逆势净买入162亿港元，这是继上一交易日突破100 亿后的持续增仓。从年初至今，南下资金已累计净买入超 1700 亿港元。 很明显，即便形势不好，南下资金也并未大幅减仓，甚至在“逆势接盘”，这显示了南下资金的“担当”。 只不过，在外资不计成本地砸盘时，南下资金的承接力始终有限， 起到的更多是托底作用，而非逆势拉升。 而且，鉴于形势发展，南下资金买盘结构本身也发生微妙变化，即正从美团、阿里等“老...

加密货币市场周三反弹，从中东冲突升级引发的抛售中复苏，并摆脱了早前其他资产类别的下跌压力。 比特币一度上涨5.7%，短暂突破71，890美元关口，创下近一个月来的最高价位。纽约早盘时段回吐部分涨幅，在71，343美元附近震荡。以太坊亦大幅走高，最多上涨6.3%至2，092美元，加密货币全线飘红。 自周六美国和以色列军队袭击伊朗以来，这一全球最大加密货币经历了动荡的几天，当日一度跌至63，038美元。数据显示，此后投资者大举涌入数字资产，美国现货比特币交易所交易基金（ETF）在周一和周二合计吸金超6.8亿美元。 FxPro首席市场分析师亚历克斯・库普齐凯维奇表示：“考虑到前一天金融市场和黄金遭遇大幅抛售，这对加密货币来说是一场胜利。或许部分交易员正将加密货币视为避险资产。” 美国股指期货反弹，欧洲斯托克600指数走高。周三，亚洲基准指数创下近一年来最大跌幅，韩国股市创纪录抛售领跌。黄金周二一度跌破每盎司5，000美元，周三上午回升至5，180美元上方。 财富俱乐部首席投资策略师苏珊娜・斯特里特表示：“随着投资者评估中东最新局势、准备迎接新一轮动荡，金融市场情绪仍高度谨慎。” 尽管周三反弹，加密货币市场仍处于紧张状态。在经历长达数月的抛售后，比特币仍较去年10月的高点低约40%。在地缘政治动荡中，比特币处境特殊，在其他资产类别可能需要休整之际走出反弹行情。 K33研究主管维特尔・伦德表示：“综合来看，上周之前的背景显示比特币走势出现统计异常，其运行格局与黄金和股指均截然不同。” 加密货币支持者常将其与黄金对比，视其为数字版避险资产，认为投资者在动荡时期会转向这类资产。但近几个月比特币下跌、黄金上涨，这一说法未能站稳脚跟。而近期比特币表现已超过黄金：自伊朗冲突爆发前的周五以来，比特币反弹约9%，同期黄金下跌近2%。 铜业科技有限公司研究主管法迪・阿布阿尔法表示：“由于债券市场重新定价通胀风险，黄金走势承压。投资者有可能在提前押注战争持续后未来的货币宽松政策。” 尽管如此，加密货币的波动性以及持续的军事行动意味着数字资产的任何反弹都可能是短暂的。周三，这场不断扩大的冲突已进入第五天，以色列与伊朗继续展开空袭与导弹互击。伊朗已有数百人死亡，该地区其他国家数十人遇难，美方称其六名军人阵亡。 库普齐凯维奇补充道：“我们仍认为局势过于脆弱，无法断言市场已触底。股指波动性加剧令比特币...

ST纳川（300198）公告，子公司四川纳川管材（884064）有限公司收到绵阳市安州区人民法院送达的传票、应诉通知书等文书，四川恒成同泰建筑科技有限公司诉四川纳川建设工程施工合同纠纷一案已被受理。原告主张工程结算造价为3096.5万元，拖欠工程款1460.2万元及利息328.72万元，并要求被告承担律师费等费用。案件尚未开庭，对公司本期利润或期后利润的影响尚存在不确定性。

For two straight days, US stocks have started deep in the red as the war in the Middle East turned investors risk averse. Both times dip buyers rode to the rescue midday, wiping out much of the earlier drops. It’s a curious market for investors who have turned defensive. For chart watchers, the trading smacks of complacency. Technicians say that some key levels have been tested, and while they have for the most part acted as support, more choppy trading could cause them to erode. The S&P 500 Index tumbled as much as 2.5% to 6,710.42 on Tuesday, briefly breaking below its December low, before closing down about 0.9%. The drop also took the index south of its 100-day moving average, a level that has acted as solid support for the better part of a year. For John Kolovos , chief technical strategist at Macro Risk Advisors, that December low around 6,720 is the key level for investors to watch in the near term. A break below that line “increases the probability of revisiting the November lows,” Kolovos said. Traders are also keeping an eye on the 200-day moving average — at around 6,570 — that is typically seen as a longer-term support level. Then come the November lows, about 4% below where the index closed Tuesday. But if that also fails to hold, a slide toward the 6,100–6,200 range and into a correction could be next, according to Kolovos. Read more: Wall Street Sees No ‘Trump Put’ for Stocks Amid Iran War (1) S&P 500 futures climbed as much as 0.4% in early trading Wednesday, erasing a decline that had reached nearly 0.8% earlier in the session. There are plenty of reasons to expect more volatility too. Chief among them the surge in energy prices that threatens to stoke inflation. The market was already under strain from chaotic trade policies, signs of stress in private credit markets and disruption from AI. A pullback of 10% or more from a recent peak, technically called a correction, occur fairly regularly and are a part of healthy market cycles. However, the last...

At about 05:20 GMT on 18 February 2025, Mildenhall and Coote climbed on to the roof of the Scotswood Road factory's gatehouse while Oxlade dumped rubble from a flatbed truck in the entrance before trying to chain herself to the vehicle, the court has heard.

simonkr/E+ via Getty Images Overview My last look at Harrow ( HROW ) was in August 2025. I have been one of the few analysts on the platform who’s expressed caution. But Harrow’s growth is undeniable. Its YoY revenue growth in the past several quarters has been consistently ≥30%, and 36% YoY in FY25 compared to FY24. That said, Harrow’s growth has not been “organic,” and it comes with increased costs. Author's Compilation This became very apparent after the company released its Q4/FY25 earnings yesterday—featuring a GAAP EPS miss . Moreover, Q4 revenue of $89M fell merely in the “base band” that I modeled for back in August. Today, HROW is down around 25% in intraday trading. Data by YCharts The following article takes a closer look at Harrow’s Q4 results to try to find out what’s behind the stock plunge. Earnings Back in August, I warned that Harrow’s “>$280M” FY25 guidance was “ambitious” and would “necessitate a dramatic revenue acceleration in the second half of the year.” Management missed the mark—generating just $272.3M in revenue in FY25 (+36% YoY). There was also an asterisk attached to the $272.3M in revenue. Q4 was impacted by elevated customer stocking of IHEEZO. So softer IHEEZO revenue is expected in 1H 2026. The company admitted to its past missteps in revenue guidance and made an objective “ to meet and beat expectations ” moving forward. So this is management’s attempt to regain investor trust after missing their own expectations. The big kicker in Q4 was not “hurt feelings,” but increased costs and interest expense. Author's Compilation It’s easy to forget about Harrow’s relatively high debt load of roughly $243M, but this comes with interest payments. In 2025, Harrow generated $43.9M (cash from operations). While significantly improved from 2024, a large portion of this hard-earned dough is going towards interest expenses. To be clear, this is just the interest. In regards to principal, management “kicked the can” five years down the road after se...

格隆汇3月4日｜印尼央行行长：将继续采取措施巩固印尼盾。

美以对伊朗袭击造成的死亡人数升至1045人 2026-03-04 19:45:52 来源： 同花顺7x24快讯 分享 美以对伊朗袭击造成的死亡人数升至1045人。(新浪财经)

Picton Mahoney Asset Management reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 20.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 81,449 shares of the semiconductor company's stock after selling 21,511 shares during the quarter. Picton Mahoney Asset Management's holdings in Taiwan Semiconductor Manufacturing were worth $22,748,000 as of its most recent filing with the SEC. Get TSM alerts: Sign Up A number of other institutional investors and hedge funds have also recently bought and sold shares of TSM. Fisher Asset Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock valued at $4,980,614,000 after purchasing an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA grew its holdings in Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock valued at $4,401,448,000 after purchasing an additional 541,047 shares in the last quarter. Bank of America Corp DE increased its stake in Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company's stock worth $3,353,348,000 after buying an additional 115,158 shares during the period. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock worth $3,516,692,000 after buying an additional 544,750 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its position in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares ...

Kahn Brothers Group Inc. raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 89.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 134,722 shares of the information services provider's stock after purchasing an additional 63,631 shares during the quarter. Alphabet accounts for 6.2% of Kahn Brothers Group Inc.'s portfolio, making the stock its 8th largest position. Kahn Brothers Group Inc.'s holdings in Alphabet were worth $32,812,000 as of its most recent SEC filing. Several other hedge funds and other institutional investors also recently bought and sold shares of GOOG. Manning & Napier Advisors LLC bought a new stake in shares of Alphabet in the third quarter worth $32,000. Tripletail Wealth Management LLC acquired a new position in Alphabet during the 3rd quarter worth $40,000. University of Illinois Foundation acquired a new position in Alphabet during the 2nd quarter worth $31,000. Retirement Wealth Solutions LLC increased its position in shares of Alphabet by 145.0% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock worth $48,000 after purchasing an additional 116 shares during the last quarter. Finally, Horrell Capital Management Inc. raised its stake in shares of Alphabet by 100.0% in the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after purchasing an additional 100 shares in the last quarter. 27.26% of the stock is currently owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up Analyst Upgrades and Downgrades A number of research firms recently commented on GOOG. Canaccord Genuity Group lifted their price target on Alphabet from $330.00 to $390.00 and gave the stock a "buy" rating in a research note on Wednesday, January 7th. UBS Group reaffirmed a "neutr...

【热点导读】 英伟达GTC大会即将召开，将展示算力环节的技术突破 价格持续修复，风电行业2026年有望迎来新一轮景气周期起点 AI抢电和供给扰动叙事下，铝产业链供给脆弱性共识或将强化 华为称全球日均Token消耗量增长近300倍 超150艘货船在波斯湾被迫抛锚停航 春耕备肥进入关键阶段，化肥市场迎来传统需求旺季 【主题详情】 英伟达GTC大会即将召开，将展示算力环节的技术突破 据媒体报道，英伟达GTC大会将于2026年3月16日-19日举办，作为全球AI算力领域的风向标，本次大会将揭晓Rubin、“飞曼”等新一代GPU核心参数，集中展示CPO交换机、电源架构、液冷散热等算力基建环节的技术突破与商业化落地进展。 国金证券 表示，看好AI-PCB及核心算力硬件，建议继续重点关注GTC大会新技术创新方向。谷歌、亚马逊、Meta、Open AI及微软的ASIC数量，2026-2027年将迎来爆发式增长。AI强劲需求带动PCB价量齐升，目前多家AI-PCB公司订单强劲，满产满销，正在大力扩产，业绩高增长有望持续。AI覆铜板也需求旺盛，由于海外覆铜板扩产缓慢，大陆覆铜板龙头厂商有望积极受益。 公司方面， 金太阳 的抛光材料产品凭借广泛的材质适配性，已覆盖金属、玻璃、陶瓷、复合材料等多类制品的磨削与抛光需求，应用场景遍及多个行业；其中，针对PCB（印制电路板）的生产加工需求，主要应用于其减薄和去毛刺的工艺环节。 华脉科技 主要产品覆盖了从局端OLT到用户端ONU的全系列ODN及无线通信网络建设产品，包括ODN物理连接及保护设备、光无源器件、光缆等光通信产品及微波无源器件、POI多路接入等无线通信网络建设产品，室内室外设备机箱、机柜、机房系列产品，提供IP防护、供配电、温湿度环境及节能一体化解决方案；光纤、光缆、光器件及光配线设施全场景有线传输链路解决方案及系列产品。 价格持续修复，风电行业2026年有望迎来新一轮景气周期起点 据报道，第五届风电运维技改研讨会拟于2026年3月10-11日在北京举办。 兴业证券 表示，风电产业链价格持续修复，重点关注海风与海外。陆上风机中标价持续回升，风机涨价订单进入交付期，大型化趋缓带动降本增效，毛利率有望持续改善，展望2026年高价订单进入交付期或将带动盈利能力持续向好。重点关注“海风+海外”，当下海风出海业绩进入兑现期，看好长期成长空间。展望...

With two major AI licensing agreements now signed in under two years, Rupert Murdoch's company has stopped asking whether to deal and started asking how much. The rest of the industry is following. There is a version of this story in which News Corp (NASDAQ:NWSA) is the cautionary tale: a...

Síldarvinnslan hf. - Birting ársuppgjörs 2025 fimmtudaginn 5. mars March 04, 2026 06:45 ET | Source: Sildarvinnslan ltd Sildarvinnslan ltd

Warren Buffett may no longer be the CEO of Berkshire Hathaway, but his legacy as one of the greatest investors of all time remains. It's still worth considering buying stocks that meet some of Buffett's preferences, including a strong competitive advantage and a robust dividend program. Two stocks in Berkshire Hathaway's portfolio that fit the bill are Coca-Cola (KO 1.15%) and Visa (V +0.15%). Here's why, for investors with $1,000 to spare, putting that money in these two top stocks could be a brilliant move. 1. Coca-Cola Coca-Cola has been in Berkshire Hathaway's portfolio for a few decades. That's not surprising: The stock has Buffett-like qualities. First, it is relatively easy to understand. Coca-Cola makes money by selling various beverages. It is one of the leading companies in this niche. Second, Coca-Cola has a strong moat due to its brand name. Few logos are more popular and recognizable worldwide than Coca-Cola's. The brand inspires consumers' trust and can attract them even with minimal marketing and advertising efforts. Beyond its namesake brand, Coca-Cola owns many others across major beverage categories, from sports drinks to water and even alcohol. Expand NYSE : KO Coca-Cola Today's Change ( -1.15 %) $ -0.92 Current Price $ 79.30 Key Data Points Market Cap $341B Day's Range $ 78.56 - $ 80.09 52wk Range $ 65.35 - $ 82.00 Volume 363 Avg Vol 18M Gross Margin 61.75 % Dividend Yield 2.57 % Coca-Cola continually updates its portfolio and launches new products to meet changing consumer preferences. Third, as a giant in consumer staples -- an industry that is somewhat resistant to economic fluctuations -- Coca-Cola tends to perform relatively well even during downturns. Finally, Coca-Cola is an exceptional income stock. The company is part of the group of companies with 50 years or more of consecutive annual dividend increases, also known as Dividend Kings. Coca-Cola's consecutive increase streak currently stands at 63, with the 64th announced in February. Al...

Key Points Coca-Cola has a rare dividend record along with a resilient business. Visa, which increased its payouts rapidly in recent years, has a massive growth opportunity. 10 stocks we like better than Coca-Cola › Warren Buffett may no longer be the CEO of Berkshire Hathaway, but his legacy as one of the greatest investors of all time remains. It's still worth considering buying stocks that meet some of Buffett's preferences, including a strong competitive advantage and a robust dividend program. Two stocks in Berkshire Hathaway's portfolio that fit the bill are Coca-Cola (NYSE: KO) and Visa (NYSE: V). Here's why, for investors with $1,000 to spare, putting that money in these two top stocks could be a brilliant move. 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 » 1. Coca-Cola Coca-Cola has been in Berkshire Hathaway's portfolio for a few decades. That's not surprising: The stock has Buffett-like qualities. First, it is relatively easy to understand. Coca-Cola makes money by selling various beverages. It is one of the leading companies in this niche. Second, Coca-Cola has a strong moat due to its brand name. Few logos are more popular and recognizable worldwide than Coca-Cola's. The brand inspires consumers' trust and can attract them even with minimal marketing and advertising efforts. Beyond its namesake brand, Coca-Cola owns many others across major beverage categories, from sports drinks to water and even alcohol. Coca-Cola continually updates its portfolio and launches new products to meet changing consumer preferences. Third, as a giant in consumer staples -- an industry that is somewhat resistant to economic fluctuations -- Coca-Cola tends to perform relatively well even during downturns. Finally, Coca-Cola is an exceptional income stock. The company is part of the group of companies wit...

2026年的春天似乎比往年来得更早一些，至少在香港资本市场，温度已从回暖变得火热。 据东方财富Choice数据显示，截至2月26日，年内已有24家企业完成港股IPO，同比增长166.67%，488家企业正排队上市，融资额合计892.26亿港元，同比增长1013.59%。 图源：央视财经新闻 当我们还在讨论香港作为国际金融中心是否还有“魔力”时，资本用脚投了票。但在这场热潮之下，我们也需要拨开喧嚣，冷静审视：此次港股IPO“开门红”背后有哪些助推力？舞台上的主角换成了谁？而在掌声与鲜花背后，又有哪些容易被忽视的隐忧与挑战？ 01.三重推力：制度破壁、资金避险与估值重构 如果我们把目光拉回到两三年前，彼时的港股还沉浸在流动性枯竭的阴霾中，对新经济企业的态度也显得谨慎且疏离。而今天，当港交所行政总裁陈翊庭在开市仪式上说出“488家企业正在排队”时，大家才意识到一场深刻的底层变革已经到来。 而这场变革的背后有着三重推力，第一重便是制度的“拆墙”与“铺路”。 过去很长一段时间，硬科技企业和港股之间是有距离感的。一家做AI芯片的公司在研发上烧掉几个亿、收入还没起来时，如果来港交所递表多半会受到质疑。这是因为传统的资本市场逻辑认利润、认现金流，却认不了还在路上的技术周期。 但近两年情况变了，港交所给自己的规则做了一次“大手术”。从18A章为未盈利生物医药公司打开大门，到18C章为特专科技公司量身定制规则，每一步都在拓宽资本与科技的连接面。 尤其值得一提的是“科企专线”机制的设立，它允许那些研发投入巨大、商业化尚需时日的硬科技企业以保密形式提交申请，既保护了核心技术不被过早披露，也大幅缩短了上市周期。 据统计，目前已有超过100家企业正排队循18A或18C章申请上市，港股市场开始那个只看财务数据的“严苛考官”，转变为理解技术周期、包容成长阵痛的“温和教官”。 当然，光有制度的“梧桐树”，未必能引来资本的“金凤凰”。这场IPO热潮的第二重推力在于全球资金的“饥渴”与“避险”。 在经历了欧美市场通胀反复、降息预期扑朔迷离的动荡之后，全球资本正在重新寻找锚点。而中国资产，尤其是高端制造与新兴产业，以其估值洼地效应和增长韧性，成为资金避险与逐利的双重选择。 而比资金总量更重要的是资金结构的变化，这一轮涌入的不仅有追逐短期收益的对冲基金，更有挪威主权基金（GPFG）、阿布扎比投资局（ADIA...

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财联社3月4日讯（记者 闫军） 中东战火引发全球资本市场巨震，霍尔木兹海峡航运受阻之下，唯独原油、油气价格大幅上涨，油气股站上风口。A股“三桶油”在3月2日、3日创历史走出2连板。 个股上涨带动油气ETF几近涨停，和近期的热门基金一样，场内的赚钱效应，没有传导至场外联接基金，3月3日晚间，多只油气ETF联接基金的持有人炸锅了： 场外联接严重跑输场内？场内涨停场外踏空，是基金公司又偷吃了？甚至有投资者在小红书疑惑：是网络延迟吗？ 3月4日上午，有业内人士透露，接到监管机构通知，要求停止对中证油气资源ETF及中证油气资源ETF联接基金的宣传推介，同时要求要明确做好投资者的风险提示。“大家提醒同事有发朋友圈的都撤一下。” 在“三桶油”集中发布股票交易异常波动公告、公募基金多番风险提示之下，油气ETF在3月4日明显降温，截至收盘，多只场内油气ETF跌幅超5%。 在小红书等社交平台推波助澜之下，热门产品总能快速吸引到资金的流入，这类高波动产品往往在最高点套住最多的人，然后开启剧烈回调，这样的故事已经在德邦稳盈增长、国投白银LOF上演过。“单纯的风险提示、暂时停牌无法消弭这种狂热，基金公司限购稍有迟钝，资金就会蜂拥而至，相较于短期的规模增量，更应该考虑后续的客诉压力。”有基金公司人士表示。 基金公司不得不承认：“网络延迟论”代表了部分散户的投资认知水平 小红书上一则求助帖引发公募行业的关注。 有投资者发帖问：自己买的石油天然气ETF基金在3月3日涨幅8.5%，但是晚上显示显示净值为3.43%，有大神解说一下吗？ 有网友留言向其解释，“基金收益被稀释了”，场内基金大涨后，申购资金增多，理论上本金也会增加，但是这些资金尚未买入持仓，因此收益率下降。紧接着，该投资者发出灵魂拷问：问题在于网络延迟吗？ 一句话让无数置身投教多年的公募从业者“男默女泪”：这么多年的投教工作，终究是错付了！ 基金公司从业者已经丧失了解释的动力，甚至有从业者笃定：“这就是为了起号故意瞎说！”不过，从国投白银LOF亏损投资者声势浩大的跟风+维权行为来看，的确有很大一部分投资者对基金产品认知不深，投教工作任重道远，还得撸起袖子加油干。 不过，油气ETF的场外联接基金净值大幅跑输场内的确是事实，跑输高达5个百分点，也不怪投资者疑问与气恼。 3月3日，油气ETF涨幅领跑，多只油气ETF涨幅高达7%以上，最高超10%；...

AI 时代，我们已经习惯了用「说话」搞定一切：想要一个表格，动动嘴皮子，大模型分分钟就给生成出来；想完成个复杂任务，交代清楚目标和限制，「小龙虾」自己就干活去了。 这个时代，只要会用语言，就能调动越来越复杂的系统。大模型之所以迅速渗透各行各业，本质上是因为它们踩在了「文本」这个成熟接口之上。 但当问题换成空间时，事情就没那么简单了。比如你想改一套房子的布局，或者给机器人一个新的仓库环境让它学会搬货，你不能只靠一句话反复「生成画面」。如果每次移动一面墙、改变一盏灯，都要把整个世界从头渲染一遍，那效率和可靠性都会出问题。空间世界需要结构，需要持久存在的物体和规则，就像程序需要代码，而不是每次都临时算一遍结果。 这篇来自 World Labs 的博客，讨论的正是这个问题： 当 AI 开始真正参与空间创作和现实世界任务时，什么才是它与人类、与其他系统沟通的「通用接口」？ 作者给出的答案是： 3D。 3D 不只是视觉效果，而是一种像代码一样的结构化表达。它可以被生成、被检查、被修改、被版本管理，也可以接入模拟系统、机器人系统和现有的设计工具链。 围绕这个核心类比，文章进一步展开： 神经图形学像编程语言，负责表达空间结构；模拟引擎像芯片，负责执行规则与物理；而世界模型则开始承担「写空间代码」的角色。 理解这一点，其实是在理解一个更大的变化——当空间本身变成可编程的媒介，人类和机器协作的方式，也会被重新定义。 以下是博客的具体内容。 3D —— 空间「代码」 我们可以通过将 3D 表示与代码进行比较，来理解它在空间领域中的作用。代码是一种持久的抽象，旨在指定由处理器执行的底层逻辑。几十年来，它驱动了现代世界的很大一部分。如今，AI 模型在推理和生成代码方面变得极其熟练；随后，这些代码在远早于 LLM 出现的硬件上执行。 作为接口，代码和 3D 在我们使用它们的原因和方式上有着重要的结构相似性。 人与机器之间 代码是人机之间极其强大的接口。当 AI 系统生成代码时，人类可以对其进行检查、修改、调试，并将其集成到更大的系统中。这促成了复合工作流：程序员和 AI 编程智能体可以共同迭代完善解决方案。 3D 表示也可以发挥类似的作用。当世界模型生成一个 3D 场景、物体或环境时，人类可以在熟悉的工具中打开它，编辑几何体、调整约束、重新运行模拟并纠正错误。在这里，同样可以构建复合工作流和流...

Wall Street is expecting Broadcom Inc. to report strong earnings after the close on Wednesday, but based on recent trading patterns, even surpassing that high bar may not be enough to reverse the stock’s months-long slump . The chipmaker’s shares are down 24% from a December record, well underperforming the S&P 500 Index . The selloff is part of investors’ broader rotation away from the largest technology companies due to fears about the sustainability of the hundreds of billions of dollars committed to developing artificial intelligence capabilities. Broadcom, which is the seventh-most valuable company in the S&P 500 at $1.5 trillion, is a chipmaking partner with Alphabet Inc. and other AI giants, making it a beneficiary of that largesse. While those worries may come to fruition down the road, Broadcom looks solid right now. Analysts expect it to report a 27% jump in fiscal first quarter adjusted earnings per share from a year ago to $2.03, and a 29% increase in revenue to about $19.3 billion, with AI-related sales nearly doubling to roughly $8.2 billion. Few Wall Street pros would be surprised if the company also gave an encouraging outlook. “Broadcom will have great things to say,” said Paul Meeks , head of tech research at Freedom Capital Markets. “But it may not matter.” Consider what happened to Nvidia Corp. shares last week after the company’s earnings report. The chip giant beat Wall Street’s expectations and raised its forward guidance because of strong demand for its products and heavy capital expenditures planned by hyperscalers. And the stock plunged 9.4% over the next two sessions, its worst two-day decline since April. Read More: Nvidia Looks Like a Value Stock Even as Earnings Scream Growth Broadcom shares got pounded after the company’s previous earnings report in December, falling over 11% for their worst performance in nearly a year. The issue was a backlog of $73 billion on AI product orders over the next six quarters that fell short of expectatio...

(Bloomberg) — Wall Street is expecting Broadcom Inc. (AVGO) to report strong earnings after the close on Wednesday, but based on recent trading patterns, even surpassing that high bar may not be enough to reverse the stock’s months-long slump. The chipmaker’s shares are down 24% from a December record, well underperforming the S&P 500 Index (^GSPC). The selloff is part of investors’ broader rotation away from the largest technology companies due to fears about the sustainability of the hundreds of billions of dollars committed to developing artificial intelligence capabilities. Broadcom, which is the seventh-most valuable company in the S&P 500 at $1.5 trillion, is a chipmaking partner with Alphabet Inc. and other AI giants, making it a beneficiary of that largesse. Most Read from Bloomberg While those worries may come to fruition down the road, Broadcom looks solid right now. Analysts expect it to report a 27% jump in fiscal first quarter adjusted earnings per share from a year ago to $2.03, and a 29% increase in revenue to about $19.3 billion, with AI-related sales nearly doubling to roughly $8.2 billion. Few Wall Street pros would be surprised if the company also gave an encouraging outlook. “Broadcom will have great things to say,” said Paul Meeks, head of tech research at Freedom Capital Markets. “But it may not matter.” Consider what happened to Nvidia Corp. shares last week after the company’s earnings report. The chip giant beat Wall Street’s expectations and raised its forward guidance because of strong demand for its products and heavy capital expenditures planned by hyperscalers. And the stock plunged 9.4% over the next two sessions, its worst two-day decline since April. Broadcom shares got pounded after the company’s previous earnings report in December, falling over 11% for their worst performance in nearly a year. The issue was a backlog of $73 billion on AI product orders over the next six quarters that fell short of expectations. Naturally, investor...

Nvidia (NVDA) Receives Strong Support from CLSA Despite Market C GuruFocus

【导读】就在刚刚，Claude独立攻克了图论猜想，写《计算机程序设计艺术》的计算机泰斗高德纳彻底震惊了！这一次，AI在自动推理和解决创造性问题上，又达到了全新的里程碑。 震惊！震惊！ 就在刚刚，Claude仅用31步，就独立攻克了未解的图论猜想难题。 写《计算机程序设计艺术》的算法祖师爷高德纳惊呼：「我不得不重新评估生成式AI在数学研究中的作用」。 在斯坦福的官网上，他本人发布了一篇原始论文。开头两个字，就是「Shock！Shock！」 论文地址：https://www-cs-faculty.stanford.edu/~knuth/papers/claude-cycles.pdf 高德纳是谁？ 他是写出了《计算机程序设计艺术》（TAOCP）、发明TeX的图灵奖得主，算法界祖师爷。 《计算机程序设计艺术》是高德纳一生中最重要的事业，他写这本书的目的是「组织和总结所知道的计算机方法的相关知识，并打下坚实的数学、历史基础。 一个写了50年算法书的人，都开始认真看待AI的数学能力，那就说明：AI，正在进入人类最核心的智力领域。 难倒算法祖师爷的问题，被Opus 4.6攻克了 在论文开头，高德纳这样讲述道： 我昨天得知，一个我花了数周时间研究的未解问题，刚刚被Claude Opus 4.6——Anthropic公司在三周前发布的混合推理模型——解决了！ 他直言： 看来我迟早得重新审视自己对「GenAI」的看法了。 得知自己的猜想不仅有一个漂亮的解法，同时还能见证自动推理与创造性问题求解方面的这一戏剧性进步，真是令人欣喜不已。 故事是这样的，《计算机程序设计艺术》这个系列，从上世纪60年代就开始写，现在已经出了5本。 在88岁的高龄，这位算法祖师爷还在继续写这套书。 他在书里准备了一道关于有向哈密顿循环的题，和朋友们证明了这道题的特殊解，想把它推广到一般情况时，却解决不了了。 结果，这道题被Claude Opus 4.6解决了。 更严谨的说法是，AI找到了一个漂亮的构造方法，而高德纳随后给出了严格的数学证明。 这篇论文也因此成为一个标志性事件——生成式AI，第一次被认真记录在数学研究的故事里。 难倒算法祖师爷的题长啥样 这道题，是一道看起来简单，但实际上非常复杂的图论问题。 先想象一个三维网格空间，比如一个 m×m×m的立方体 。 其中每个点都可以用(i, j, k)三个坐标表...

European Wax Center press release ( EWCZ ): Q4 net loss of $0.59M. Revenue of $45.1M (-9.3% Y/Y) misses by $1.13M . Franchisees opened 1 and closed 7 centers. We ended the quarter with 1,047 centers, representing a 1.9% decrease versus 1,067 centers in the prior year period. System-wide sales of $225.6 million decreased 1.6% from $229.3 million in the prior year period, primarily driven by a shift in service mix. Same-store sales decreased 0.1%. More on European Wax Center European Wax Center: Despite The Pain, This Prospect Offers Upside European Wax Center to go private in $330M all-cash deal; shares up Seeking Alpha’s Quant Rating on European Wax Center Historical earnings data for European Wax Center Financial information for European Wax Center

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has shared bullish sentiments on the automaker's AI and robotics efforts, predicting that it will be one of the companies to develop Artificial General Intelligence (AGI). In a post on the social media platform X on Wednesday, the billionaire shared that he was confident in Tesla's AI efforts. "Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form," Musk said in the post. Google's AI Leader Bullish On AGI "It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed," Hassabis said at the India AI Impact Summit 2026. Tesla's Robotics Push The prediction follows the CEO expressing his belief that the company's Optimus Humanoid Robot can become the first-ever von Neumann probe and help humanity colonize other planets. Tesla will instead utilize the Fremont, California, facility, where the premium models were produced, for Optimus production, targeting 1 million units per year for the robot. Musk has also touted developing an "Optimus Academy" to train the robot using Tesla's reality generator used to train the company's Full Self-Driving (FSD) system used in its vehicles. Tesla's In-House Chip A clean room is a highly-controlled environment in chip foundries that lets in ultra-low amounts of airborne particles, humidity, or other things that can potentially contaminate chipsets. Benzinga Edge Rankings show that Tesla scores well on the Momentum metric and offers a favorable price trend in the Long Term. Price Action: TSLA slipped 2.98% to $392.43 at market close on Tuesday, but gained 1.20% to $397.15 during pre-market trading on Wednesday. Check out more of Benzinga’s Future Of Mobility coverage by following this link. Image via Shutterstock

中赋科技（300692）公告，特定股东安徽高新金通安益股权投资基金(有限合伙)拟自2026年3月10日至2026年6月9日，通过集中竞价或大宗交易减持股份不超过631.72万股，占公司总股本的1.35%(剔除回购专用账户股份后不超过1.36%)；任意连续90日内竞价减持不超1%，大宗交易减持不超2%，减持价格按届时市场价确定。

Fox Hill Wealth Management acquired a new position in shares of Intel Corporation (NASDAQ:INTC - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 20,683 shares of the chip maker's stock, valued at approximately $694,000. A number of other hedge funds have also bought and sold shares of INTC. Corundum Trust Company INC bought a new position in Intel during the 3rd quarter valued at about $29,000. Provenance Wealth Advisors LLC boosted its position in shares of Intel by 89.2% during the third quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock valued at $32,000 after buying an additional 446 shares during the period. GoalVest Advisory LLC bought a new position in shares of Intel during the third quarter valued at approximately $34,000. Strengthening Families & Communities LLC bought a new position in shares of Intel during the third quarter valued at approximately $33,000. Finally, Global Wealth Strategies & Associates lifted its stake in shares of Intel by 214.5% during the 3rd quarter. Global Wealth Strategies & Associates now owns 1,173 shares of the chip maker's stock worth $39,000 after acquiring an additional 800 shares during the last quarter. Institutional investors own 64.53% of the company's stock. Get Intel alerts: Sign Up More Intel News Here are the key news stories impacting Intel this week: Positive Sentiment: Ericsson partnership to accelerate AI‑native 6G strengthens Intel's telecom platform positioning but implies longer‑term capex and ecosystem build-out that could pressure near‑term margins. Read More. Ericsson partnership to accelerate AI‑native 6G strengthens Intel's telecom platform positioning but implies longer‑term capex and ecosystem build-out that could pressure near‑term margins. Read More. Positive Sentiment: Board leadership change — Craig Barratt will replace Frank Yeary as independent chair, a governance shift investor...

Picton Mahoney Asset Management trimmed its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 6.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,570 shares of the enterprise software provider's stock after selling 4,360 shares during the period. Picton Mahoney Asset Management's holdings in Oracle were worth $17,597,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Vanguard Group Inc. raised its position in shares of Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock worth $47,518,451,000 after acquiring an additional 4,681,626 shares during the last quarter. State Street Corp increased its position in Oracle by 1.7% during the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider's stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares during the period. Norges Bank bought a new position in Oracle during the 2nd quarter worth approximately $4,275,378,000. Bank of New York Mellon Corp lifted its position in shares of Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after purchasing an additional 98,693 shares during the period. Finally, Legal & General Group Plc boosted its stake in shares of Oracle by 1.3% in the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider's stock valued at $2,473,838,000 after purchasing an additional 147,367 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds. Get Oracle alerts: Sign Up Insider Buying and Selling at Oracle In other news, EVP Douglas A. Kehring sold 35,000 shares of Oracle st...

Qualcomm Technologies, Inc. has announced a new strategic coalition with leading industry partners to accelerate the development and global deployment of 6G. Revealed at MWC Barcelona 2026, the collaboration establishes a ‘clear, milestone-driven roadmap focused on delivering 6G commercial systems starting from 2029 onwards’. Global partners supporting this coalition include Airtel, Amazon, Asus, BT Group, Cisco, Dell, e&, Ericsson, FPT Corporation, Fujitsu/1finity, Google, HP, HPE, HUMAIN, KDDI, KT, Lenovo, LG Electronics, LG Uplus, Meta, Microsoft, Motorola, NEC Corporation, Nokia, NTT DOCOMO, Reliance Jio, Samsung Electronics, Sharp, SK Telecom, Snap, Inc., Stellantis, Swisscom, Tejas Networks, Telstra, TIM Group, T-Mobile, Viettel Group, VNG, and YTL. Among the auto industry partners in the 6G tech coalition are Stellantis, Chery, Hyundai, SAIC, Xpeng and Xiaomi. “As vehicles become more intelligent and connected, the networks that support them must evolve as well. 6G will enable real time intelligence, greater environmental awareness, and more responsive experiences for our customers. By engaging early, Stellantis is helping shape technologies that improve safety, efficiency, and everyday mobility for our customers around the world,” said Ned Curic, Chief Engineering and Technology Officer, Stellantis. 6G is being designed as an AI-native system that builds upon three key pillars: connectivity, wide-area sensing, and high-performance compute. These next generation networks will feature new and advanced capabilities, including intelligent radios with integrated wide-area sensing capabilities, virtualized and cloud RAN with high-performance and energy efficient compute, AI-based network autonomy, as well as edge and centralized data centers for entirely new AI workloads. 6G systems will enable higher levels of efficiency and performance for telecommunication applications, new agentic consumer and enterprise devices, and new classes of AI-enabled services, ranging...