Landlords or operators of subdivided flats in Hong Kong that meet new government living standards can apply to CLP Power for smart meter installation. The smart meters, which now cover 90 per cent of residential households supplied by CLP Power, are open for application following the Basic Housing Units Ordinance taking effect on March 1 Equipped with advanced communication systems, the meters can automatically send usage data to help customers monitor their electricity consumption. This enables users to better manage energy use and reduce costs, while also allowing earlier detection of electricity shortages so that staff can respond quickly and maintain a stable power supply. Advertisement “We will explore more artificial intelligence solutions to continue to enhance our smart meters and provide Hong Kong, and our clients, safer, more reliable, more efficient electricity supply,” said Anthony Lo Chi-wah, director of customer success and sales. “For the basic housing units, we will also install smart meters inside, as most of our clients basically now use smart meters.” Advertisement The company began rolling out its smart meter replacement programme in late 2018. It now serves 2.8 million residential households and small to medium-sized enterprises.

In Singapore ’s famous Takashimaya shopping centre, those looking for a quick caffeine fix are spoiled for choice. There is, of course, the ubiquitous Starbucks, as well as an outlet of China’s rapidly expanding Luckin Coffee franchise. But it’s a third option, Kenangan Coffee – an upstart brand from Indonesia that opened its first branch in Singapore in 2023 – that most appeals to 27-year-old shopper Sarah Shah. “I really like Kenangan’s range of drinks, especially how they balance classic coffee flavours with unique local and Asian-inspired options,” the digital content and marketing designer told This Week in Asia. Advertisement “I feel that it combines flavour, creativity and reliability better than many other brands … It strikes a balance between quality, convenience and price, which makes it an easy and reliable choice.” As global players from the US and China crowd into Southeast Asia , local chains are expanding across borders of their own – betting that cultural fluency, halal positioning and increasingly sophisticated digital tools can help them hold their ground. Advertisement Analysts say while regional brands inevitably command less capital to scale at speed, they often edge global competitors by resonating more deeply with local consumers. “I’d say [Kenangan] is my go-to coffee shop, especially since I prefer to have coffee at Muslim-owned or halal cafes as a Muslim,” Sarah said.

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：越来越多的研究表明，相比于男性，女性对人工智能的担忧更容易影响其行为。本文来自编译，希望对您有所启发。 [图片来源：Drobot Dean/Adobe Stock] 十年前克莱尔·伯吉移居纽约时，决定戒除肉食。这位现居皇后区的33岁演员兼有声书朗读者在加州长大，亲眼目睹过气候变化的影响。她深知肉类消费是温室气体排放的主要推手，而素食主义能有效节约资源、减少污染。 “我小时候常下雨，”她回忆道，“如今降雨锐减。那些山火的惨烈程度令人震惊。”2017年12月席卷伯吉家乡文图拉（洛杉矶以北）及周边地区的托马斯山火，烧毁了逾28万英亩土地。 “我不想助长任何导致这种灾难的行为，”伯吉表示。最近她又做出了一个重大决定以减少生态足迹：拒绝使用生成式 AI 。 她坦言，研究揭示 ChatGPT 等生成式 AI 工具底层技术消耗的巨量电力及其导致的碳排放激增令自己震惊。2023年发表的一篇论文预测，AI 相关基础设施的用水量很快将达到丹麦年用水的六倍。2024年的另一项研究表明，通过 ChatGPT 进行一次查询消耗的电力是谷歌搜索的十倍。 “这让我联想到弗兰肯斯坦，”伯吉谈及 AI 模型时如是说。她指出历史上曾多次出现人类“因当下便利而行事，却全然不计后果”的现象。 她补充道：“如今 AI 领域正上演着同样的情景。” 总体而言，女性采用 AI 的速度慢于男性。过去几年间，这种性别差距已被充分记录。哈佛商学院副教授伦布兰·科宁综合了 18 项研究数据，这些研究覆盖全球逾 14 万名个体，数据显示，女性直接接触这项新技术的可能性比男性低约 20%。 具体原因尚不明确。但若涉及环境因素驱动，布吉并非特例。 1. “环境焦虑” 性别差异成因复杂。部分研究表明，女性更不信任通用 AI 供应商的数据安全保障。另一些研究则表明，女性更担忧这些技术带来的失控感，例如她们对无人驾驶汽车的热情明显更为克制。研究还显示，女性因害怕 AI 抢走工作而更倾向于回避该技术；另有研究发现，女性比男性更关注 AI 应用的伦理影响。 但日益增多的研究也表明，这种差距很大程度上可能源于伯吉等人所感受到的环境焦虑。早些时候，牛津大学学者发表论文指出，采用率差距成因复杂，但对环境的担忧无疑是重要因素。 这项题为...

Cracker Barrel Old Country Store NASDAQ: CBRL executives said they are seeing “green shoots” in traffic and guest experience metrics as the company works to improve operations, reconnect with customers through menu and marketing changes, and deliver cost savings to support profitability. For the fiscal 2026 second quarter ended Jan. 30, the company reported total revenue of $874.8 million and adjusted EBITDA of $38.2 million. Management emphasized that recent operational and guest satisfaction improvements have continued into the third quarter, while acknowledging uncertainty around the timing and magnitude of traffic recovery. Get CBRL alerts: Sign Up Guest experience metrics improve as traffic remains pressured President and CEO Julie Masino said operational execution has improved following leadership changes made in October. She pointed to a quarterly Google star rating of 4.28 in Q2, the company’s highest quarterly score since the second quarter of fiscal 2020, and noted that food taste, service, and value scores rose 4% to 5% versus the prior year. Masino also said turnover trends improved, including a 10% year-over-year improvement in management turnover during the quarter. CFO Craig Pommels reported that comparable store restaurant sales fell 7.1% in Q2, including a 10.1% decline in traffic. Restaurant average check increased 3.4%, including pricing of 4.2%, while menu mix was negative “driven primarily by higher discounts.” From a monthly standpoint, traffic declines were between 10% and 11% in November and December, improving to a 9% decline in January, which included about a 50-basis-point unfavorable impact from weather. Pommels said February trends improved further, while noting that the year-ago February period was also affected by weather and macroeconomic issues. In response to analyst questions, Masino said the company views these guest experience measures as leading indicators but does not have a precise formula for how quickly traffic follows impro...

Broadcom NASDAQ: AVGO reported record financial results for its first quarter of fiscal 2026, citing faster-than-expected growth in AI semiconductors and continued profitability across both its Semiconductor Solutions and Infrastructure Software segments. Management also issued second-quarter guidance calling for sharp year-over-year revenue acceleration and reiterated confidence in multi-year demand for custom AI accelerators and AI networking. Get Broadcom alerts: Sign Up Quarter results: record revenue and profitability For fiscal Q1 2026, Broadcom posted consolidated revenue of $19.3 billion, up 29% year-over-year and above company guidance, which CEO Hock Tan attributed to “better than expected growth in AI semiconductors.” Broadcom delivered consolidated adjusted EBITDA of $13.1 billion, representing 68% of revenue, a result Tan described as reflecting operating leverage from the company’s scale. CFO Kirsten Spears added that gross margin was 77% of revenue, operating expenses were $2.0 billion (including $1.5 billion of R&D), and operating income reached a record $12.8 billion, up 31% year-over-year. Broadcom’s operating margin increased to 66.4%. AI drove semiconductor growth; networking mix expected to rise Broadcom’s Semiconductor Solutions segment generated Q1 revenue of $12.5 billion, up 52% year-over-year. Tan said AI semiconductor revenue grew 106% year-over-year to $8.4 billion, exceeding the company’s outlook, and he expects that momentum to accelerate in Q2. Within AI, Tan emphasized both custom accelerators and AI networking. He said Q1 AI networking revenue grew 60% year-over-year and represented roughly one-third of total AI revenue. For Q2, Broadcom expects AI networking to rise to 40% of total AI revenue, and Tan said the company is “clearly gaining share in networking.” Tan highlighted demand for Broadcom’s Tomahawk 6 switch at 100 terabit per second and its 200G SerDes, and said the company expects to extend its lead with Tomahawk 7 in 2027, ...

在掌控华信信托约二十载后，在2018后逐渐陷入困境，在风险处置的过程当中逐渐陷入失控 华信信托是辽宁省唯一的持牌信托公司，前身为1981年设立的中国人民银行大连市信托投资公司。图：视觉中国

丙午馬年新春，神州大地處處洋溢節日氣氛。與傳統年味並存的是，一股高科技浪潮正全面融入春節的各個場景。從冰雪覆蓋的景區上空，到人流如鯽的商場食肆，無人機、人工智能（AI）機械人、大型語言模型等尖端技術，為這個中國人最重要的傳統節日增添前所未有的科技色彩。 老君山：千架無人機雪山上空拼駿馬 位於河南洛陽、海拔超過2,200米的老君山風景區，新春期間披上一層薄雪，迎來眾多遊客。今年，數千架配備低溫保護裝置及升級抗風飛行算法的無人機，在雪山之巔上演一場馬年主題的燈光秀，駿馬圖案在夜空中奔騰，令遊客大飽眼福。 來自安徽的遊客趙心童表示：「這些傳統表演結合科技展示，真的很有節日氣氛。我非常享受。」據了解，今年春節期間，全國超過20個城市舉辦了無人機燈光秀。 常州恐龍園：AI恐龍與遊客對話 烏鎮AI燈光秀實時投影 各地傳統旅遊景區亦紛紛加強科技元素以吸引更多訪客。在江蘇常州的恐龍主題樂園，配備AI技術的巨型恐龍花燈，能夠與遊客互動，甚至進行對話。在浙江烏鎮，首次登場的AI燈光秀，能將遊客的身體動作實時投射成流動的未來感圖案，為這個千年古鎮增添新奇的科技體驗。 機械人租賃火爆 商場餐廳超市無處不在 科技熱潮帶動機械人租賃訂單於春節期間飆升，部分地區甚至出現缺貨情況。智能機械人現已廣泛應用於商業綜合體、餐廳、超市以至旅遊景區等各類消費場所。在上海一個大型購物商場，配備最新語音交互及智能導航系統的機械人，能夠為顧客提供個人化的購物協助，陪伴顧客辦年貨，甚至協助自助結帳。消費者蔡子君讚嘆：「機械人融入日常生活，體現了科技的力量，帶來很多驚喜。」 AI模型春節專屬功能上線 日均活躍用戶近兩億 各大AI模型亦紛紛推出春節專屬功能更新，從生成個人化的新春祝賀語、定製全家福，到預訂團年飯、購買車票，提供跨平台的一站式服務。數據顯示，春節前一星期，全國主要AI模型的日均活躍用戶數接近兩億，反映愈來愈多民眾在日常生活中使用這些AI平台解決各類問題。

Explore the exciting world of Oddity (NASDAQ: ODD) 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 4, 2026. Continue reading

Broadcom’s Semiconductor Solutions segment generated Q1 revenue of $12.5 billion , up 52% year-over-year. Tan said AI semiconductor revenue grew 106% year-over-year to $8.4 billion , exceeding the company’s outlook, and he expects that momentum to accelerate in Q2. CFO Kirsten Spears added that gross margin was 77% of revenue, operating expenses were $2.0 billion (including $1.5 billion of R&D), and operating income reached a record $12.8 billion , up 31% year-over-year. Broadcom’s operating margin increased to 66.4% . For fiscal Q1 2026, Broadcom posted consolidated revenue of $19.3 billion , up 29% year-over-year and above company guidance, which CEO Hock Tan attributed to “better than expected growth in AI semiconductors.” Broadcom delivered consolidated adjusted EBITDA of $13.1 billion , representing 68% of revenue, a result Tan described as reflecting operating leverage from the company’s scale. Broadcom (NASDAQ:AVGO) reported record financial results for its first quarter of fiscal 2026, citing faster-than-expected growth in AI semiconductors and continued profitability across both its Semiconductor Solutions and Infrastructure Software segments. Management also issued second-quarter guidance calling for sharp year-over-year revenue acceleration and reiterated confidence in multi-year demand for custom AI accelerators and AI networking. Aggressive outlook and shareholder returns: Q2 guidance calls for ~ $22 billion revenue (up 47% YoY) with AI semis ~ $10.7 billion (up 140% YoY), while Q1 saw $3.1B in dividends and $7.8B in buybacks and management authorized an additional $10 billion repurchase program. AI-led semiconductor surge: AI semiconductor revenue rose 106% YoY to $8.4 billion (semiconductor segment $12.5B, +52%), and management says it has “line of sight” to more than $100 billion of AI silicon content in 2027 (approaching ~ 10 gigawatts of power) with major customer ramps across Google, Anthropic, Meta and OpenAI. Record Q1: Broadcom posted consolida...

机构认为，短线市场仍有调整压力。 【财经日历】 十四届全国人大四次会议在京开幕 财报发布：博通、京东、哔哩哔哩 ►►3月4日，富时罗素宣布对富时中国指数系列的季度审核变更，调整结果将于2026年3月20日收盘后生效。其中，富时中国A50指数纳入中国船舶、天孚通信、万华化学，剔除光大银行、中国中车、山西汾酒。 ►►上期所公告，自2026年3月4日（星期三）收盘结算时起，涨跌停板幅度和交易保证金比例调整如下： 燃料油期货fu2605、fu2606、fu2607、fu2608合约的涨跌停板幅度为14%，套保持仓交易保证金比例为15%，一般持仓交易保证金比例为16%。 ►►据央视新闻，当地时间3月4日，美国财政部长斯科特·贝森特表示，美国新的15%“全球进口关税”预计将在本周某个时间正式生效。贝森特表示，这一新的关税税率是美国总统特朗普上个月决定实施的。 ►►据证券时报，韩国金融服务委员会主席Lee Eog-weon表示，韩国正在密切关注股市，如果市场波动过大，将积极动用其100万亿韩元（约合人民币超4700亿元）的市场稳定计划。他表示，韩国密切监控股市波动加剧期间可能出现的扰乱市场行为，将严惩任何违规行为。 ►►马士基表示，即日起，暂时停止接受进出阿联酋、阿曼、伊拉克、科威特、卡塔尔、巴林及沙特阿拉伯的货物订舱，直至另行通知。目前仍接受往返约旦和黎巴嫩的货运业务。 ►►当地时间周三，美股三大股指全线反弹，道指涨超200点。截至收盘，道指涨0.49%，纳指涨1.29%，标普500指数涨0.78%。 科技股支撑大盘，芯片板块表现尤为突出：美光科技、超威半导体AMD均上涨超5%。博通、英伟达分别上涨1.18%和1.66%。 特斯拉涨3.44%，美国银行恢复了对这家电动汽车制造商的股票评级，并给予“买入”评级。 亚马逊涨3.88%，Meta涨1.93%，微软涨0.31%，谷歌跌0.04%，苹果跌0.47%，周三苹果在官网发布了起售价为4599元人民币的笔记本电脑MacBook Neo，为公司进军低端笔记本市场力度最大的一次尝试。 纳斯达克中国金龙指数涨0.80%，网易涨1.32%，拼多多涨0.48%，百度涨0.23%，京东跌0.94%，阿里巴巴跌1.71%。 大宗商品方面，国际油价趋稳，WTI原油近月合约涨0.13%，报74.66美元/桶，布伦特原油近月合约收平，报81.40美元...

Wind River, an Aptiv company and global leader in software for the intelligent edge, is collaborating with AMD to deliver the industry’s first commercially available platform that unifies open radio access network (Open RAN) functions and artificial intelligence–powered radio access network (AI-RAN) workloads on shared hardware. The solution addresses a critical challenge facing operators: Traditional approaches require separate systems for radio access networks and AI applications, which may double capital costs and create significant integration complexity. By combining AMD EPYC™ CPUs with Wind River Cloud Platform, Wind River is providing a production-ready solution capable of hosting virtualized RAN functions and AI inference side by side on the same distributed platform. This architectural approach enables operators to introduce real-time AI capabilities including traffic prediction, anomaly detection, energy optimization, and network intelligence, without the duplication that has constrained AI-RAN adoption to date. The jointly engineered platform enables operators to: Reduce infrastructure costs and operational complexity by unifying Open RAN and AI-RAN workloads on shared hardware instead of maintaining separate systems. Deploy AI-driven capabilities directly at the network edge, including real-time traffic prediction, anomaly detection, and energy optimization alongside virtualized RAN functions. Scale efficiently across thousands of distributed sites with automated lifecycle management, resiliency, and fault tolerance. Evolve without hardware replacement, adding advanced AI capabilities as requirements grow while preserving architectural flexibility. The partnership includes joint engineering focused on AI-RAN software stack optimization and hardware-software co-optimization, a development roadmap, and proof-of-concept deployments. Live demonstrations and technical architecture overviews are available throughout MWC Barcelona 2026 at the Wind River booth i...

伊拉克、科威特等国储油容量即将耗尽。 周三，美国财政部长贝森特（Scott Bessent）表示，特朗普政府将为途经波斯湾的油轮提供支持，并在未来几天宣布更多措施，受此影响，油价自美国对伊朗开战以来首次出现企稳回落迹象。 隔夜，WTI原油近月合约涨0.13%，报74.66美元/桶，布伦特原油近月合约平收，报81.40美元/盎司。 自上周末美以对欧佩克成员国伊朗发动大规模空袭以来，WTI原油价格一度逼近每桶80美元。美国总统特朗普周二宣布，美国将通过美国国际开发金融公司（DFC）为油轮提供保险，并承诺必要时为波斯湾的石油运输提供海军护航，油市涨幅有所收窄。对于美国总统而言，如何尽快控制油价，对于经济、美联储降息前景甚至中期选举都将有关键意义。 霍尔木兹海峡阻塞副作用显现 对于本就紧张的中东储油设施而言，美国表态来得再及时不过了。 摩根大通警告称，一些中东国家的原油储油容量仅够维持数日，部分海湾国家的原油库存即将耗尽，被迫减产。“速度与决断至关重要，因为储油限制收紧意味着，延误将迅速转化为被迫停产。”摩根大通分析师在报告中写道。 上周六，美国与以色列联手对伊朗发动袭击，引发中东冲突升级，原油市场也遭遇剧烈震荡。有消息称，重要基础设施遭袭受损，例如霍尔木兹海峡西南部的阿联酋港口及工业中心富查伊拉港发生无人机袭击引发火灾。 摩根大通称，鉴于海峡目前基本处于封闭状态，他们修正了此前关于储油容量的预测。虽然沙特阿拉伯等部分国家拥有 “充足储油能力”，在某些情况下可维持30天以上原油供应，但伊拉克、科威特等其他国家的储油容量仅余数日，即将触顶并被迫减产。 分析师称，他们对储油容量上限的评估采取了 “保守”策略，未计入部分潜在储油点及可作为储油容器的大型油轮 。“若霍尔木兹海峡持续封闭，供应损失将加速，”摩根大通分析师表示，冲突爆发第8天，日产量损失可能达到330万桶；到第18天，日产量损失将攀升至近500万桶。美国政府估算，和平时期每日约有2000万桶原油及石油产品通过该海峡。 摩根大通本周早些时候曾表示，布伦特原油价格最高可能达到每桶120美元。“如果冲突持续超过三周，（海湾）产油国将耗尽储油能力，并被迫停产。在这种情景下，布伦特原油价格可能在100美元至120美元区间运行。鉴于这些不确定性的时间线，我们现阶段暂不调整现有油价预期。” 周三，由全球大宗商品研究联席主管达恩·斯特...

China set its most modest growth target in more than three decades, in a tacit acknowledgment that the model powering the country’s rapid rise for four decades is showing strains. The goal — a range of 4.5% to 5% — was in a copy of the government’s annual work report seen by Bloomberg News. It marks the first formal downgrade since 2023 and the least ambitious expansion goal since 1991. While widely anticipated by economists, it carries symbolic weight in a country where growth figures function as political statements as much as economic forecasts. No target was set in 2020 because of the pandemic. The shift signals Beijing’s comfort with a slower pace while seeking more sustainable growth drivers to replace debt-fueled property and infrastructure investment. A lower target also reduces the pressure on officials to deploy aggressive stimulus despite a volatile global trade environment. Premier Li Qiang is expected to officially announce the target Thursday morning in Beijing. The report to the national parliament will also detail objectives for employment and inflation that will dictate the scale of 2026 fiscal support. The legislative session begins as external uncertainties threaten China’s export-led recovery. Widening Middle East conflicts risk disrupting trade routes and complicate a summit between Chinese leader Xi Jinping and US President Donald Trump just weeks away. Surging exports accounted for a third of China’s 5% growth last year, the highest share since 1997. This reliance highlights a deepening imbalance as efforts to boost domestic spending have so far failed to offset the impact of a property market collapse. Read More: Xi Eyes Consumers to Lead New Era for China’s Unbalanced Economy A conservative growth target would reduce the prospects of forceful stimulus. The government is reluctant to roll out sweeping easing as it did in previous downturns , for fear of worsening a record debt-to-GDP ratio and squeezing profit margins at state banks. Still, t...

“以锂电池为重要载体的新能源汽车、储能产业与低空经济是我国新型工业化核心产业。伴随着行业快速增长，筑牢锂电池安全屏障是产业高质量发展的关键。”全国人大代表、泰和新材董事长宋西全认为，急需通过关键材料突破、标准体系完善等全方位举措，从电芯层面实现锂电池本征安全技术的系统性突破，推动新能源及相关产业健康高质量发展。（人民财讯）

Thursday is forecast to be the warmest day so far of 2026 - beating the 18.7C (65.7F) maximum reached in the last week of February at Kew Gardens in London. However, make the most of the warmth if you can because Friday will bring a dramatic change in the temperatures. The weekend looks warmer again but next week could bring more rain for some of us. The early season warmth will be welcomed by many, but not if you suffer from tree pollen.

据火山引擎官网信息，Seedance2.0价格公布，包含视频输入是28元/百万tokens，不含视频输入的价格是46元/百万tokens。据悉，在Seedance2.0生成15秒视频，需要消耗30.888万tokens。按实测数据，生成15秒视频需消耗30.888万tokens，以纯生成模式核算，单条成本约15元，折合每秒1元，标志行业正式进入“秒元时代”。 Seedance2.0模型在VideoBench、VBench等国际权威多模态视频生成评测中位列第一，它不是靠牺牲画质换低价，而是用技术升级，把行业的价格底线彻底拉低了。业内人士表示，曾经需要专业团队、几十万拍摄设备、多年剪辑经验才能搞定的视频制作，如今普通人用一句话、十几块钱，就能生成不错的效果，AI视频规模化商用的拐点将加速到来。 据财联社主题库显示，相关上市公司中： 光线传媒 《哪咤》系列IP价值巨大，群益证券何利超指出，Seedance为动画影视制作带来极致的降本增效，放大IP的变现效率。 中文在线 深耕文化数字产业20余年，拥有海量的正版中文数据资源，已利用AI技术制作近百部漫画、动态漫作品，累计观看超过30亿次。

Source: Bloomberg, 6:18

LME铝价在巴林铝业集团(Alba)遭遇不可抗力事件之后创下自2022年5月以来的最高记录，日内一度涨超4%。巴林铝业宣布遭遇不可抗力，将影响其供应合同履行。 据ALD和SMM，2025年，中东区域氧化铝产能约450万吨/年，占全球2%；电解铝产能约692万吨/年，占全球9%；2025年伊朗电解铝产量约62万吨，占全球0.8%。若是周边能源基建遇袭，上述产能存在减停产风险。AI抢电和供给扰动叙事强化，铝产业链供给脆弱性共识或将强化。中信证券指出，若是霍尔木兹海峡封锁持续，油气价格和海外电价或将持续大幅上升，二次能源危机成为可能。作为用电密度最高的金属之一，能源价格变化对于铝产业影响尤为深刻。据EMBER，我国能源进口依存度为20%，相对较低。我国能源价格亦具备优势。若是能源危机再次发生，其所导致的海外成本推动式铝价上涨将显著提升我国铝企盈利。 据财联社主题库显示，相关上市公司中： 天山铝业 表示，依托完整的一体化产业链布局以及区位、能源等方面的优势，公司电解铝完全成本低于行业平均水平。 南山铝业 拥有完善的铝全产业链一体化布局，已形成从热电、氧化铝、电解铝、熔铸、铝型材/热轧-冷轧-箔轧、废铝回收(再生利用)的完整铝加工产业链。

来源：华尔街情报圈 一觉醒来，世界似乎忘记了战争： - 昨天早上的气氛是这样的：亚洲股市血流成河；韩国KOSPI两天跌12%，创历史纪录；欧洲一片惨淡。市场在讨论“战争、滞胀”，按剧本本来应该是“恐慌继续”。 -但进入晚间：美股第三天上演“低开高走大反攻”，而且神奇的是标普500指数又回到战争前的位置。 -与此同时， 黄金 反弹，比特币暴涨7%，一切看起来都在好转。 按理说，这是“风险资产该跌”的剧本，但市场却涨了。 市场上涨是受两则消息推动。 《纽约邮报》报道称，伊朗情报人员在袭击发生后一天通过间接渠道接触美国中央情报局（CIA），试探推动谈判以结束冲突的可能性——不过该消息随后得到否认。 美国供应管理协会数据显示，上月非制造业采购经理人指数升至56.1，创2022年7月以来新高，较1月的53.8显著提升，且远超经济学家预期的53.5。与此同时，价格指数创近一年新低。换句话说，经济没塌、通胀在降。战争是真的，但经济也是真的强，这就形成了一个对冲。 市场把战争从“系统性风险”降级为“情绪性波动”。不过，当前最应该关注的是油价和美国国债，而非股市。股市可以情绪化，但油价是物理约束。 · 油价连续第二个交易日上涨， 并且身处一年高位，关键的霍尔木兹海峡咽喉要道已实质性关闭。如果油价继续上行并站稳高位，那股市迟早会回头看它。如果油价回落，那这波风险溢价会快速消散，股市可能继续走趋势。 · 10年期美债收益率沾上4.10%， 市场对美联储的降息预期还在进一步下降——6月降息25基点的概率已经降至35.5%。 本周五的非农就业数据将是下一个火药桶。如果就业依然强劲，降息预期会进一步归零，届时股市还能否顶住美债收益率上行的压力，才是真正的考验。如果油价跌、利率稳，这轮恐慌就是一次插曲。 市场不是忘记战争，而是在赌战争不会改变经济轨道。

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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。 据财联社主题库显示，相关上市公司中： 金太阳 针对PCB（印制电路板）的生产加工需求，公司抛光材料产品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。

格隆汇3月5日｜日本30年期国债收益率下行4个基点至3.39%。

European Wax Center, Inc. (EWCZ) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +130.95%. A quarter ago, it was expected that this company would post earnings of $0.14 per share when it actually produced earnings of $0.25, delivering a surprise of +78.57%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. European Wax Center, which belongs to the Zacks Cosmetics industry, posted revenues of $45.1 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.88%. This compares to year-ago revenues of $49.74 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. European Wax Center shares have added about 59.4% since the beginning of the year versus the S&P 500's decline of 0.4%. What's Next for European Wax Center? While European Wax Center has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of e...

Vermilion Energy (VET) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to a loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +110.00%. A quarter ago, it was expected that this oil and natural gas explorer would post earnings of $0.04 per share when it actually produced a loss of $0.02, delivering a surprise of -150%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Vermilion, which belongs to the Zacks Oil and Gas - Exploration and Production - International industry, posted revenues of $329.06 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 15.43%. This compares to year-ago revenues of $360.48 million. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Vermilion shares have added about 37.1% since the beginning of the year versus the S&P 500's decline of 0.4%. What's Next for Vermilion? While Vermilion has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harne...

Degraded Schools Authored by Larry Sand via American Greatness , Many students are chronically absent or have dropped out of school. Nat Malkus , a senior fellow in education policy studies at the American Enterprise Institute, oversees the Return to Learn Tracker, which monitors chronic absenteeism in U.S. schools. His latest report, released in early February, includes data from 39 states and Washington, D.C. He states that after reaching a high of 29 percent in the 2021–22 school year, the chronic absenteeism rate—missing 10 percent or more of school days in an academic year—fell by 2.6 percentage points the following school year and by 2.2 percentage points the following school year. This progress was encouraging, but it stalled last school year , with rates falling by just over one percentage point on average. This leaves the average chronic absenteeism rate for most of the country at 23 percent, roughly 50 percent higher than the pre-pandemic baseline. This chronic absence problem is especially egregious in our large urban areas. In Los Angeles , more than 32 percent of students were chronically absent during the 2023–24 school year. Thirty-four elementary schools have fewer than 200 students, and 29 use less than half of their buildings. Chicago is even worse, with a chronic absentee rate of 41 percent. Malkus concludes that these patterns suggest that shifts in attitudes and behavior are largely driving the across-the-board increases in post-pandemic absenteeism. Six years into the pandemic, students and their parents are placing less value on attending school each day. One realistic way to address chronic absenteeism—and save taxpayer dollars—would be to close ineffective schools. But government educrats and teacher union bosses refuse to allow that to happen. In fact, school closures have slowed over time. An analysis by the IZA Institute of Labor Economics shows that in 2014–15, the closure rate—the share of schools nationwide that were open one year and ...

受对中东冲突扩大担忧的推动，日本股市在本周早些时候大幅遭抛售后或将上涨。日经指数期货在新加坡交易所上涨3.9%，至56，360点。美国总统特朗普周三表示，美国在伊朗的军事行动进展“非常顺利“。美元报157.07日元，相比之下，周三东京股市收盘时为157.57日元。投资者正在关注伊朗的任何事态发展和原油价格。日经指数周三下跌3.6%，至54，245.54点。 责任编辑：王永生

One of the best-performing stocks on Hump Day was from an under-the-radar company that's been plying its trade for almost 160 years. Babcock & Wilcox Enterprises (BW +45.80%), which concentrates on the design and sale of power-generation assets, saw its share price zoom nearly 46% higher that trading session, on news of the start of a new project. A $2.4 billion win Before market open that day, Babcock & Wilcox announced it had received a full notice to proceed with a design-build project with power producer Base Electron. The goal of the project, which the company said will earn it $2.4 billion, is to deliver 1.2 gigawatts of new electricity generation capacity for Base Electron's owner, artificial intelligence (AI) data center operator Applied Digital. Babcock & Wilcox is the key contractor on this project. It said it will not only design the power plant, but also procure equipment for its operation, and construct the facility. The company was clearly excited about the project. It quoted CEO Kenneth Young as saying that the work "further underscores the strategic role B&W plays in supporting the rapidly expanding power needs of large‑scale AI data centers." Additionally, Babcock & Wilcox reported its fourth quarter and full-year results that day. For the quarter, its revenue was down marginally year over year to $161 million. The company narrowed its net loss under generally accepted accounting principles (GAAP) to $3.5 million from the year-ago shortfall of $53.8 million. Expand NYSE : BW Babcock & Wilcox Enterprises Today's Change ( 45.80 %) $ 3.71 Current Price $ 11.81 Key Data Points Market Cap $900M Day's Range $ 9.32 - $ 12.00 52wk Range $ 0.22 - $ 12.00 Volume 634K Avg Vol 2.9M Gross Margin 26.77 % The right activity at the right time It's not only the large scale of the project -- even for a company as well-established as Babcock & Wilcox -- it's also the nature of the work. Data center operators can't build out AI-supporting infrastructure fast enough, so...

Alphabet Inc. (NASDAQ:GOOG - Get Free Report) Director Frances Arnold sold 112 shares of the company's stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $302.99, for a total value of $33,934.88. Following the sale, the director owned 18,418 shares in the company, valued at $5,580,469.82. The trade was a 0.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Frances Arnold also recently made the following trade(s): On Thursday, January 29th, Frances Arnold sold 102 shares of Alphabet stock. The shares were sold at an average price of $340.00, for a total value of $34,680.00. On Wednesday, December 31st, Frances Arnold sold 102 shares of Alphabet stock. The stock was sold at an average price of $313.45, for a total value of $31,971.90. Get Alphabet alerts: Sign Up Alphabet Stock Down 0.0% Shares of NASDAQ GOOG traded down $0.11 during trading hours on Wednesday, hitting $303.45. The company had a trading volume of 19,955,847 shares, compared to its average volume of 23,095,281. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The firm's 50 day moving average is $321.14 and its 200-day moving average is $285.34. The stock has a market capitalization of $3.67 trillion, a P/E ratio of 28.07, a price-to-earnings-growth ratio of 1.79 and a beta of 1.10. Alphabet (NASDAQ:GOOG - Get Free Report) last posted its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.23. The firm had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company's quarterly revenue was up 18.0% compared to the sa...

日韩股市在经历昨日重挫后，期货指数盘前走高。日本日经225指数期货早盘上涨3.8%。韩国Kospi指数期货上涨约 8%，显示该指数在上一交易日遭遇史上最惨烈暴跌后出现反弹。三星和SK海力士在盘前交易中均上涨5%，此前遭遇重挫。 责任编辑：王永生

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