上期所原油期货2604合约夜盘收涨14.20%，报753.40元人民币/桶。 沪金夜盘收涨0.89%，沪银收涨2.39%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Federal Reserve Bank of Cleveland President Beth Hammack reiterated that interest rates could be on hold for quite some time, but signaled officials should be ready to respond to other outcomes. “Under my base case, I think policy should be on hold for quite some time as we see evidence that inflation is coming down and the labor market stabilizes further,” Hammack said Friday in remarks prepared for a conference in New York. “But it’s easy to envision other scenarios, as well, so I see two-sided risks to rates.” With less than two weeks to go before their next policy gathering, Fed officials have seen their economic outlook muddied by US-Israel strikes on Iran, a jump in oil prices and a surprisingly weak jobs report. The US labor market unexpectedly shed 92,000 jobs in February and the unemployment rate ticked up to 4.4%, according to data released Friday by the Bureau of Labor Statistics. That challenges the narrative suggested by previous jobs reports that the labor market had been stabilizing. Read More: US Unexpectedly Sheds 92,000 Jobs, Unemployment Rate Rises Officials will enter a mandatory a quiet period starting at midnight, ahead of their March 17-18 gathering. Minutes from the Fed’s January meeting showed several officials suggested the central bank may need to lift borrowing costs if inflation remains elevated. Hammack, who has long been cautious about stubbornly high inflation, also said earlier this week that interest rates could be on hold for quite some time . The Cleveland Fed president, who votes on monetary policy decisions this year, emphasized the importance of the central bank’s autonomy in her Friday remarks. “The Fed’s independence, along with its accountability to Congress, is critical to maintain the world’s confidence in our commitment to 2% inflation,” she said. Hammack focused the bulk of her remarks on the US dollar, saying that while she didn’t see any immediate changes to the greenback’s dominance, “we shouldn’t take for granted the...

luismmolina/iStock via Getty Images Frontera Energy ( FECCF ) said late Thursday that its board has determined a binding ​offer received from Parex Resources ( PARXF ) to acquire its Colombian upstream ‌operations is a superior proposal to another bid previously received from GeoPark ( GPRK ). GeoPark ( GPRK ) announced an agreement in January to acquire all of Frontera's ( FECCF ) oil and gas ​exploration and production assets in Colombia for $375M, but Parex's ( PARXF ) offer ​would involve the same assets as GeoPark in a $500M ⁠cash deal, including the assumption of ​debt and a $25M contingent payment. GeoPark ( GPRK ), which would be paid a $25M break fee from Frontera ( FECCF ) if the previous deal falls through, has been advised of the superior offer determination and has until March 12 to amend the terms of its agreement ​if it chooses, the company said. Frontera ( FECCF ) is one of the largest private ​producers in Colombia, with a portfolio of 17 exploration ​and production ⁠blocks; the company reported annual production of 38,934 boe/day at the ⁠end ​of last year's Q3. More on Parex Resources, Frontera Energy and GeoPark Parex Resources: The Rebound Continues Frontera Enegy: Finally Some Recovery GeoPark: High Potential But Still A Long Way To Go After Its Landing In Vaca Muerta

伊朗局勢｜白宮料行動持續4至6周 華府正審視伊朗新領袖人選 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國白宮說當完成攻擊伊朗行動、對方不再對美國構成威脅，不論德黑蘭政府取態如何，華府亦會視伊朗已無條件投降。 以色列再空襲伊朗首都德黑蘭等地的建築，以軍指過去一天攻擊伊朗西部逾400個目標，包括導彈發射設施及無人機庫存，較早時德黑蘭著名地標阿扎迪塔亦遇襲。外媒引述消息人士指俄羅斯正向伊朗提供情報，協助攻擊美軍軍機、船艦及區內其他資產。美國白宮發言人萊維特回應記者提問時稱在控制伊朗領空的進展順利，預期「史詩之怒」行動持續四至六星期，又指特朗普政府及情報機構正審視伊朗新領袖潛在人選。

Also in Weekend Reads: A reversing stock-market trade, tales for tax time and what to stream this month (and which streamers to cancel).

jetcityimage/iStock Editorial via Getty Images Introduction Since my last article, " Ulta Beauty: High Cost Today, Much More Robust Tomorrow ," Ulta Beauty, Inc.'s ( ULTA ) stock price has gone up approximately 8%, which is evidence that the market reaction broadly confirmed the scenario I outlined in my previous article. Seeking Alpha The major retail investors are apparently fearful of profit-taking when earnings will be released on March 12, 2026 (after hours) . However, the stock’s price action suggests steady institutional demand following the results. Earnings releases always produce volatility in the stock, as indicated by options data, and according to Bloomberg, the stock could go up (or go down) 6.7% following the earnings release. Options volume has also been increasing at a rate of 52% since the 2,943 options were traded during the week prior to the last earnings report. A put-to-call ratio of 0.5 indicates that a majority of options traders have a positive perception of the company. I am not forecasting anything here; the possibility of anything happening is endless, and I don't have a crystal ball. However, I do have a developed investment thesis based on a fundamental and misunderstood concept. While the company is accepting reduced margins now to strengthen its long-term competitive position, I will provide additional information on this in my full analysis below. A Strong Customer Base Ulta Beauty Inc., currently the largest retailer of cosmetics in the U.S., operates in a differentiated competitive position, combining mass and prestige beauty in a single retail platform. The beauty company’s business model is both very successful and quite different from all competitors. The company is able to sell the same product lines as Walgreens or CVS (mass-market products) and also carry the same luxury brands that are found in department stores. No other retailer carries the same level of brand offerings in a single location across the nation. Ulta’s most i...

Donald Trump has said only Iran’s “unconditional surrender” will bring an end to the joint US-Israeli offensive launched seven days ago, as the two powers’ warplanes carried out some of the heaviest bombardments so far in the spiralling conflict. “There will be no deal with Iran except UNCONDITIONAL SURRENDER,” Trump wrote on his Truth Social platform on Friday, when US strategic bombers were in action over Iran and intensive Israeli strikes in Lebanon forced more than a million people to flee their homes. Israeli and US officials threatened further escalation as Iran retaliated with more attacks across a swathe of the Middle East. Pete Hegseth, the US defence secretary, said US firepower was “about to surge dramatically” , while Eyal Zamir, the Israel Defense Forces chief of staff, said Israel was moving to a new phase of its offensive that would “further dismantle the regime and its military capabilities”. Zamir said in a statement: “We have additional surprises ahead which I do not intend to disclose.” Tehran launched missiles and drones at Kuwait, Qatar, Saudi Arabia and Bahrain, apparently targeting US bases and civilian infrastructure including oil pipelines. Other missiles were launched at Israel, though fewer than in the first days of the conflict. Iran’s Revolutionary Guards said they had fired missiles towards Tel Aviv after an earlier wave of explosions caused a blaze at a residential building in the city. The Revolutionary Guards said Iranian forces had also targeted a military airbase and a radar site in Israel, and promised new initiatives and weapons would soon be deployed to confront Israeli and US aggression, without giving details. Witnesses described the latest airstrikes in Iran as particularly intense, shaking homes in the capital, Tehran. Others reported explosions around the Iranian city of Kermanshah in an area that is home to missile bases. Internet coverage in Iran has been reduced to about 1%, according to the monitor group NetBlocks, limi...

⁠Australia has raised concerns with ⁠China following an “unsafe and ⁠unprofessional” encounter between two military helicopters, the defence department said on Friday. An Australian military helicopter was flying over international waters in the Yellow Sea when it was intercepted by a Chinese helicopter on Wednesday, a statement ‌said. The Chinese helicopter matched the Australian aircraft’s altitude before “closing in to an unsafe distance”, increasing speed and then rolling towards it, requiring the Australian crew to take “evasive action”. Advertisement “This was an unsafe and unprofessional manoeuvre that posed a risk to our aircraft and its personnel,” the statement said. Australia was undertaking a routine ⁠patrol in the Yellow Sea as part of the international effort to enforce United Nations Security ‌Council sanctions against North Korea, it said. Advertisement No injuries were reported in the encounter between the People’s Liberation Army Navy helicopter and the ‌aircraft of the Australian Defence Force.

中東局勢｜特朗普預期油價快跌至新低 稱已掌握方法確保霍爾木茲海峽航行安全 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國際油價持續飊升，美國總統特朗普預期油價很快跌至新低。 特朗普接受美國有線新聞網絡（CNN）專訪時不擔心油價持續上脹，認為目前只是短暫上升但相信很快會跌至新低，又稱已掌握到如何確保霍爾木茲海峽航行安全；國際金融開發公司則宣布推出200億美元保險計劃擔保通過霍爾木茲海峽的運油輪。伊朗軍方發言人重申海峽由伊朗控制、不會關閉，但不准美國和以色列船隻通行。

Jefferies analysts said certain US stocks may be undervalued despite concerns about AI-driven disruption, with the firm identifying 24 companies that they expect could emerge as long-term winners. Jefferies’ list of 24 discounted stocks includes Airbnb, DoorDash, Meta Platforms, Microsoft,...

美海關：料45天內啟用新系統處理關稅退稅 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國海關及邊境保護局預計45天內使用新系統處理關稅退稅。 海關及邊境保護局向國際貿易法院提交文件，指現有的系統和人手無法即時處理大規模退款，因此正準備新的自動系統簡化退款流程，進口商毋須提出訴訟，預計45天內開始運作。海關及邊境保護局至今已向33萬個進口商徵收1,660億美元關稅，國際貿易法院早前裁定華府不得根據《國際緊急經濟權力法》徵收關稅，下令向所有受影響進口商連同利息退還關稅。

In this article MSFT Follow your favorite stocks CREATE FREE ACCOUNT Google CEO Sundar Pichai gestures to the crowd during Google's annual I/O developers conference in Mountain View, California, on May 20, 2025. David Paul Morris | Bloomberg | Getty Images Google said it will continue offering Anthropic's artificial intelligence technology for clients, excluding for defense work, a day after Microsoft issued a similar statement to customers. The announcements from two of the three leading cloud infrastructure vendors follow the Defense Department's official designation of Anthropic as a supply chain risk . "We understand that the Determination does not preclude us from working with Anthropic on non-defense related projects, and their products remain available through our platforms, like Google Cloud," a Google spokesperson said Friday. Amazon , the leader in public cloud, still hasn't issued a comment on the matter. Anthropic's Claude models are available through Google Cloud via the Vertex AI platform. The search giant is also a significant financial backer of Anthropic and, in January 2025, agreed to an additional $1 billion investment, adding to its previous $2 billion stake. Anthropic uses Google Cloud's AI infrastructure to train its models, and recently expanded the partnership by gaining access to up to 1 million of Google's custom tensor processing units (TPUs). After Anthropic refused to agree to the DOD's requested terms of use last week, President Donald Trump instructed federal agencies to stop using the company's technology, and Defense Secretary Pete Hegseth said its work with Anthropic would wind down over six months. CNBC has confirmed that Anthropic models were used by the U.S. in its latest attack on Iran. Some defense technology companies have told employees to stop using Anthropic's Claude models and to switch to alternatives, including from rival OpenAI. Microsoft was the first major partner to say it will keep working with Anthropic after the P...

格隆汇3月7日｜巴西石油公司高管：在中东冲突期间，巴西在石油及石油制品流动方面处于有利地位。

格隆汇3月7日｜标普全球：非洲保险公司受中东战争影响较小。

(RTTNews) - Despite opening on a steady note, the major European markets closed weak on Friday amid worries about the economic impact of the ongoing Middle East war, which entered its seventh day. The mood turned cautious around late morning and then stayed that way till the end of the day's session. Markets opened higher amid signs of stabilization in the oil market after the United States gave India a waiver to buy Russian oil for 30 days as the Middle East conflict impacts global energy supply. The Trump administration's move on emergency measures, including state insurance guarantees for tankers and naval escort to counter rising energy prices, and reports that the White House was discussing the possibility of a large-scale release of oil from the Strategic Petroleum Reserve (SPR) in coordination with IEA partners aided sentiment at the start. However, stocks turned direction around noon or a little past noon, as worries about the impact of the Middle East conflict rendered the mood cautious. Weak U.S. jobs data also contributed to the change in mood. The pan European Stoxx 600 fell 1.02%. The UK's FTSE 100 ended down by 1.24%, Germany's DAX drifted down 0.94% and France's CAC 40 settled lower by 0.65%. Switzerland's SMI lost 1.52%. The FTSE 100, DAX and CAC 40 shed about 5.5%, 7% and 5%, respectively in the week. Among other markets in Europe, Austria, Belgium, Czech Republic, Denmark, Finland, Greece, Iceland, Netherlands, Poland, Russia, Spain, Sweden and Türkiye closed with sharp to moderate losses today. Ireland and Portugal moved modestly higher, while Norway ended flat. In the UK market, Kingfisher, Anglo American Plc, Airtel Africa, Pershing Square Holdings, Marks & Spencer, Spirax Group, Antofagasta, Barclays and Berkeley Group Holdings lost 3%-5.1%. Coca-Cola Europacific Partners, Prudential, Weir Group, Aviva, HSBC Holdings, Croda International, Glencore, Segro, British American Tobacco, Standard Chartered, Unilever, IAG, HSBC Holdings, Reckitt Bencki...

格隆汇3月7日｜白宫新闻秘书莱维特：我们正朝着控制伊朗领空的目标稳步前进。

Meta's Ray-Ban AI smart glasses have been at the center of many privacy concerns since their release, particularly as the data the glasses are capable of capturing can be sent back to Meta for training purposes. In a joint report, Swedish newspapers Svenska Dagbladet and Göteborgs-Posten spoke to workers of Sama, a Kenya-based subcontractor that is claimed to provide human-led data annotation for video and audio captured by the Ray-Ban Meta glasses (via Ars Technica). According to the authors, several of the workers they spoke to reported seeing extremely private footage, and that wearers of the glasses may be unaware their private lives are being recorded for human review. "We see everything—from living rooms to naked bodies. Meta has that type of content in its databases", said one of the workers. "Someone may have been walking around with the glasses, or happened to be wearing them, and then the person’s partner was in the bathroom, or they had just come out naked. "People can record themselves in the wrong way and not even know what they are recording. They are real people like you and me." (Image credit: Meta) When asked if the employee felt like they were looking straight into other people's private lives, they said: "When you see these videos, it feels that way. But since it is a job, you have to do it. You understand that it is someone’s private life you are looking at, but at the same time you are just expected to carry out the work. "You are not supposed to question it. If you start asking questions, you are gone." The biggest gaming news, reviews and hardware deals Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team. Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors It's not just video footage that sub-contractors are said to be expected to review. The microphones used to record voice requests also send transcriptions back for processi...

J. David Ake | Getty Images News | Getty Images A series of policy changes in the so-called " big beautiful bill " are undermining the Affordable Care Act marketplace, in ways that may at first seem relatively subtle but which add up to a major change, health policy experts say. That, in turn, has important implications for consumers and the broader health care system for years to come, they said. The law — a multitrillion-dollar package that the Republican-led Congress passed in July — contains a series of administrative measures that make it harder or more expensive for many people to sign up for health insurance on the ACA marketplace, experts said. Those policies concerning the marketplace would add about 3 million people to the ranks of the uninsured over the next decade, the Congressional Budget Office estimated in September. Among them: ending automatic insurance renewals, removing certain financial protections for lower earners, tweaking annual enrollment periods, and barring many immigrants in the country legally from signing up for ACA marketplace insurance or accessing financial aid. watch now VIDEO 5:04 05:04 Americans drop health care insurance coverage as premiums surge Markets and Politics Digital Original Video However, the administrative maneuvers — many of which are technical in nature and, on their face, may not seem consequential — have largely gone unnoticed by the public, experts said. "A lot of things that are happening are kind of under the radar," said Jonathan Oberlander, a professor at the University of North Carolina and an expert in health-care politics and policy. "I'd describe the strategy as one of partial stealth," he said. Other parts of the law — like more than $1 trillion of cuts to Medicaid , the public health program for lower earners — have garnered the bulk of public attention, experts said. Read more CNBC personal finance coverage GOP 'big beautiful bill' to deal 'shock' to the ACA marketplace: health experts As millions clai...

Companies are responding to higher costs in one area by reducing the wage increases they give to their workers.

格隆汇3月7日｜声明显示，美国国际发展金融公司宣布在海湾地区推出200亿美元的海上再保险计划。

This article first appeared on GuruFocus. Shares of Tesla (NASDAQ:TSLA) dipped about 2% on Friday morning as investors weighed fresh commentary on the company's energy business and broader demand tied to the rapid expansion of artificial intelligence data centers. The move followed a report from William Blair analyst Jed Dorsheimer, who reviewed global data-center construction trends and said demand for new facilities remains elevated. His tracking database shows more than 2,100 planned or announced projects, up about eight percent from the prior month, with total capacity in the pipeline estimated at roughly 174 gigawatts. Growing artificial-intelligence infrastructure could translate into rising electricity demand, creating opportunities for companies involved in energy storage and power generation. Dorsheimer highlighted Tesla's Megapack battery systems, which help utilities manage power demand spikes and provide backup electricity for large facilities such as data centers. The analyst estimated Tesla's energy segment could be worth roughly $31 per share, or about $120 billion. Even so, he maintained a Hold rating on the stock, indicating expectations that shares may track broader market performance rather than outperform in the near term.

格隆汇3月7日｜美联储柯林斯：预计经济将实现“稳健”增长，通胀将于今年晚些时候缓解。

U.S. Plans New AI Chip Export Rules That Could Hurt Nvidia (NVDA) and AMD Stock CoinCentral

格隆汇3月7日｜美联储柯林斯：目前是美联储在利率政策上保持耐心和审慎的时候。

格隆汇3月7日｜美联储柯林斯：若要再次降息，需看到通胀回落的明确证据。

Astera Labs Trades at a Premium Valuation: Hold or Fold the Stock? The Globe and Mail

格隆汇3月7日｜美联储柯林斯：就业市场情况似乎已相对稳定。

US drillers add oil, gas rigs for first time in four weeks, Baker Hughes says Reuters

格隆汇3月7日｜美联储柯林斯：当前经济前景相当良性。

格隆汇3月7日｜美联储柯林斯：通胀前景存在不确定性，存在上行风险。