力源信息（300184）3月5日在互动平台表示，公司目前代理长鑫存储及长江存储旗下武汉新芯的产品，同时也直接和间接向长鑫存储和长江存储提供公司代理的其他产品线相关产品。

格隆汇3月5日丨据日本贸易省消息，日本贸易大臣赤泽亮将于周四晚离开东京前往华盛顿，之后与美国官员举行会谈，寻求维护与华盛顿的贸易协议，并于周日返回日本。此次访问前，两国于上月宣布日本计划在5500亿美元投资计划的首批项目中投资高达360亿美元之后进行的——该计划是去年贸易协议的关键组成部分，该协议将美国对日本商品（包括汽车）的关税上限设定为15%。

格隆汇3月5日｜亚太市场止跌回暖，港股三大指数早盘走强午后持续回落，恒生指数一度涨至2%，最终小幅上涨0.28%止步3连跌，国企指数、恒生科技指数分别转跌至0.38%及0.68%。值得注意的是，南下资金净卖出港股277亿港元，为史上最大单日净卖出。 具体盘面上，大型科技股部分止跌反弹，小米、百度涨约1%，阿里巴巴高开低走录得6连跌行情且再度刷新调整低位；政府工作报告提“加快智能电网建设”，电力设备股涨势继续，其中东北电气大涨超22%领衔，东方电气、哈尔滨电气同样强势；机构预计NAND闪存本季或再涨价90%，存储概念股持续活跃，半导体股、生物医药股、高铁基建股、光通讯概念股、银行股、保险股等权重多数反弹。 另一方面，市场担忧能源价格上涨推升通胀，短期金价波动率仍可能放大，黄金股带领有色金属股走低，中东航线仍大面积停飞，三大航空股继续跌势，中国国航录得6连跌，建材水泥股、汽车股、军工股多数表现低迷。(格隆汇)

9m ago 08.18 GMT double quotation mark “These women are prisoners,” says Cyrus Jones, a human rights activist who will be attending the match. “Iranian security is up on their floor [of the hotel] at night. They can’t leave their rooms. They can’t use the public bathrooms. They’re monitored when they go for breakfast, when they get on the bus. They’re monitored in a way no other players from other teams are. Samantha Lewis has been following the journey of Iran’s women this tournament, and has penned this piece ahead of tonight’s game. ‘These women are prisoners’: Iran protesters make voices heard at Women’s Asian Cup Read more Sam has also been on the story of the AFC confiscating the credentials of Iranian-Australian journalist after asking questions on death of Ayatollah Khamenei at an official press conference – the only time Iran’s players have been available to speak to media – only for it to be subsequently reinstated. Iranian journalist barred by AFC has Women’s Asian Cup accreditation reinstated Read more Share 12m ago 08.16 GMT double quotation mark Joe Montemurro said he wants the focus before his Australia women’s team’s Asian Cup match against Iran on Thursday to be on football, as the continental sporting showpiece wrestles with the escalating Middle East conflict. Jack Snape was in Perth for the Matildas’ opening game win over the Philippines and got word from their coach about tonight’s game. Joe Montemurro hopes focus is on football for Iran’s women at Asian Cup Read more Share 12m ago 08.15 GMT Iran XI Three changes to the Iranian XI that were defeated by South Korea in their opening game. Atefeh Ramezanizadeh, Mona Hamoudi, and Mohaddesh Zolfi come into the starters, replacing Afsaneh Chatrenoor, Zahra Sarbali, and Shahnaz Jafarizadeh. @GuardianAus pic.twitter.com/7ZcVMNpNRR — Joey Lynch (@joeylynchy) March 5, 2026 Share 21m ago 08.07 GMT Matildas XI And here we go, the Matildas line-up is in, with five changes made to the side that defeated the P...

财联社3月5日讯（记者 封其娟） 近日，中基协对北京新鼎荣盛资本管理有限公司（以下简称：新鼎资本）进行警告，法定代表人张驰、合规风控负责人齐丹均被予以警告。鉴于违规事实系新鼎荣盛主动向监管部门如实说明，符合从轻、减轻处分情形。 中基协指出，新鼎资本存在两类违规行为： 一是投资者数量违反规定。2020年12月，新鼎资本发行私募基金“青岛新鼎啃哥柒号股权投资合伙企业（有限合伙）”。 投资者数量募满后，新鼎资本采用代持基金份额方式，满足其他存量合格投资者追加投资的需求。 二是兼营与私募基金管理无关或存在利益冲突的其他业务。2021年至2022年，新鼎资本为其他私募机构提供客户推荐服务并收取费用。 新鼎资本是一家百亿级股权私募，运营近11年。但值得注意的是，担任多年投资经理的齐丹此前并无私募合规风控岗位的从业经验。与百亿资管规模形成反差的是，新鼎资本1亿元的注册资本，实缴比例仅为25%。 梳理过往私募罚单发现，私募“不务正业”的情况不在少数。去年3月，杭州明曦及旗下高管、基金经理因向第三方提供信用债市场咨询服务、帮助债券发行人推荐资金认购方并收取大额咨询服务费用，被中基协公开谴责，并暂停受理私募产品备案12个月。 更值得关注的是，通过代持突破合格投资者门槛与人数限制早已是私募监管重点打击的违规类型。不同的是，新鼎资本代持基金份额是给合格投资者追加投资，多数私募代持给非合格投资者参与机会。 百亿私募合规负责人没有合规经验 新鼎资本是一家股权类私募，成立于2015年5月，注册资本1亿元，实缴比例仅25%，登记在册的全职员工共计54人。据中基协，该私募已备案产品共计294只，在管总规模超百亿元。 官网介绍，新鼎资本开展扩张期优质企业股权投资、Pre-IPO项目投资等业务。 据中基协，新鼎资本由北京新鼎荣辉资本管理有限公司全资控股，张驰为实控人。 公开履历显示，在创办新鼎资本前，张驰曾任九泰基金投资总监。而值得注意的是，齐丹2020年9月加入公司，最初担任投资经理，又在2021年7月转岗为合规风控负责人。入职新鼎资本之前，齐丹也无合规风控岗位任职经历，先后担任宏远时代体育产业集团运营经理、浙江惠一丰资产投资经理、傅鑫投资投资总监，公司合规团队专业性存在明显短板。 《私募投资基金登记备案办法》规定，私募基金管理人合规风控负责人应当具有3年以上投资相关的法律、会计、审计、监察、稽核，或...

Mainland Chinese investors sold the most Hong Kong stocks in a single session on record, underscoring waning appetite for the city’s shares, which are seen as more vulnerable to geopolitical uncertainty. Onshore traders sold HK$27.7 billion ($3.5 billion) worth of shares through the trading link between the mainland and Hong Kong, according to data compiled by Bloomberg. The selling weighed on the city’s equity benchmarks, with the Hang Seng Tech Index erasing a gain of 1.8% to fall 0.7%. “Heightened geopolitical uncertainty in the Middle East is amplifying volatility risks for Hong Kong stocks, while China’s onshore market is finding more stability in the near term after the policy anchor of the Two Sessions,” said Shen Meng, a director at Chanson & Co.

3月6日下午3时举行经济主题记者会 郑栅洁、蓝佛安、王文涛、潘功胜、吴清出席 2026-03-05 16:15:47 来源： 同花顺7x24快讯 分享 十四届全国人大四次会议将于2026年3月6日(星期五)下午3时，在梅地亚中心新闻发布厅举行记者会，邀请国家发展和改革委员会主任郑栅洁、财政部部长蓝佛安、商务部部长王文涛、中国人民银行行长潘功胜、中国证券监督管理委员会主席吴清就发展改革、财政预算、商务、金融证券等相关问题回答中外记者提问。(央视新闻)

The emergence of generative artificial intelligence (AI) was a massive catalyst for Nvidia (NVDA +1.68%). The company has long embraced AI and positioned itself to thrive in an AI-driven future. The company has ridden the AI wave to a $4 trillion valuation, making it the world's most valuable company. Yet some investors have a short attention span, chasing the latest shiny object. Others fear that the adoption of AI will inevitably slow, or that the so-called bubble will burst, sending Nvidia stock plummeting. Despite the company delivering record-breaking results, doubts remain. Broadcom (AVGO +1.18%) just provided the clearest evidence to date that demand for AI continues to accelerate. Like a broken record Broadcom announced the results of its 2026 fiscal first quarter (ended Nov. 2), and the results were telling. The company delivered record revenue of $19.3 billion, up 29% year over year, driving adjusted earnings per share (EPS) of $2.05, an increase of 28%. For context, analysts' consensus estimates were for revenue of $19.14 billion and adjusted EPS of $2.02, so Broadcom sailed past expectations. Continuing demand for AI hardware lifted the company's results to fresh heights. AI-based revenue soared 106% year over year to $8.4 billion, marking the 12th consecutive quarter of AI-centric growth. Operating cash flow of $8.26 billion grew 35%, while free cash flow of $8 billion climbed 33% to 41% of revenue. Broadcom gave investors other reasons to be bullish. CEO Hock Tan revealed that OpenAI was a new customer, and that the company's relationship with AI start-up Anthropic would expand from 1 gigawatt of Tensor Processing Unit (TPU) compute to 3 gigawatts in 2027. He also confirmed that Meta Platforms' custom accelerator development with Broadcom was "alive and well," despite published reports to the contrary. Expand NASDAQ : AVGO Broadcom Today's Change ( 1.18 %) $ 3.69 Current Price $ 317.53 Key Data Points Market Cap $1.5T Day's Range $ 311.74 - $ 322.64 52...

Key Points Broadcom just reported first-quarter results that easily outpaced Wall Street's expectations and provided a surprisingly strong forecast. The robust results confirm that AI implementation continues, despite fears to the contrary. Both Nvidia and Broadcom are well-positioned to prosper in the months and years to come 10 stocks we like better than Nvidia › The emergence of generative artificial intelligence (AI) was a massive catalyst for Nvidia (NASDAQ: NVDA). The company has long embraced AI and positioned itself to thrive in an AI-driven future. The company has ridden the AI wave to a $4 trillion valuation, making it the world's most valuable company. Yet some investors have a short attention span, chasing the latest shiny object. Others fear that the adoption of AI will inevitably slow, or that the so-called bubble will burst, sending Nvidia stock plummeting. Despite the company delivering record-breaking results, doubts remain. 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 » Broadcom (NASDAQ: AVGO) just provided the clearest evidence to date that demand for AI continues to accelerate. Like a broken record Broadcom announced the results of its 2026 fiscal first quarter (ended Nov. 2), and the results were telling. The company delivered record revenue of $19.3 billion, up 29% year over year, driving adjusted earnings per share (EPS) of $2.05, an increase of 28%. For context, analysts' consensus estimates were for revenue of $19.14 billion and adjusted EPS of $2.02, so Broadcom sailed past expectations. Continuing demand for AI hardware lifted the company's results to fresh heights. AI-based revenue soared 106% year over year to $8.4 billion, marking the 12th consecutive quarter of AI-centric growth. Operating cash flow of $8.26 billion grew 35%, while free cash flow of $8 billion climb...

《大行》野村降康方生物(09926.HK)目標價至112.73元評級「中性」財經新聞Financial News AASTOCKS.com

神通科技（605228）公告，控股股东宁波神通投资有限公司将质押给浙商证券（601878）股份有限公司的7000万股于2026年3月4日完成解除质押，占其持股36.01%、占公司总股本14.61%。解除后其持股质押余额为0，控股股东及一致行动人无质押股份，仍持有公司股份1.94亿股，占公司总股本40.57%。

格隆汇3月5日｜南下资金今日净卖出港股277.35亿港元，为有史以来单日最大净卖出额。

澳洲昆士蘭有研究人員發現一種真菌病原體，在蜥蜴族群中蔓延，特別影響俗稱澳洲水龍的蜥蜴，擔心可能對澳洲爬蟲類物種，產生更廣泛影響。 俗稱澳洲水龍的橫紋長鬣蜥主要分布在澳洲東部，昆士蘭大學的研究人員在布里斯班研究這物種，已超過15年。 2013年，他們首次在一條水龍身上發現一種真菌病原體，該種真菌病原體透過傷口進入蜥蜴皮膚，引發感染和皮膚病變，嚴重情況可能導致死亡。 昆士蘭大學副教授弗里爾說：「我們當時抓到一條蜥蜴，發現牠皮膚上有一層黃色硬皮，我記得我們曾翻閱當時的筆記，寫道(牠們)皮膚上出現奇怪疾病，就這樣開始研究。」 目前公園已有約一半水龍感染這種真菌，但研究員表示，他們對這種真菌仍然所知甚少，包括它的來源、治療方法及影響。 弗里爾稱：「這種疾病目前尚無有效治療方法，而且幾乎會影響澳洲大多數爬蟲類物種，然而，我們對它所知甚少，對我而言是問題所在。」 有專家認為，相關發現令人擔憂，因為各種真菌疾病，已導致全球超過一百個物種滅絕。 澳洲博物館策展人羅利指出：「野生動物疾病的研究普遍不足，我們了解得越多，不幸的是就像這項研究一樣，我們會越意識到，它對澳洲生物多樣性的潛在威脅。」 專家又表示，氣候變化及極端天氣等因素，加速真菌病原體傳播，呼籲加強監測野生動物，做好應對措施。

文章提及标的 恒尚节能 -- 恒尚节能（603137）公告，近日，公司收到上海南滩城市建设发展有限公司发来的中标通知书。中标项目名称为南外滩金融中心幕墙专业分包工程，中标金额为4.79亿元，计划实施工期为约623日历天，建设地点为上海市黄浦区。

全国人大代表田轩在接受采访时表示，尽量不要调休，尽量扩大公共假期。田轩表示，调休确实能够延长假期，但从休息到工作模式的切换是比较难适应的。据公开报道，2023年，清华大学教授田轩在一档节目中谈到调休时就表示，确实调休可以强化释放部分的购买力，但是调休也还是要合理，不要因为调休给居民工作、生活带来困扰，所以建议调休的原则还是适当增加和延长假期，逢周末还是顺延，不要调休，释放快乐消费（883434）的活力。(中青报)

The soft sentiment on the Mag 7 stocks and Tech sectors notwithstanding, these two spaces represent the most robust profitability centers in the entire S&P 500 index, with a steadily improving earnings outlook reflected in positive estimate revisions. There is a fair amount of overlap between the Mag 7 stocks and the Tech sector, but the Zacks industry classification system places two of the Mag 7 stocks – Amazon AMZN and Tesla TSLA – outside the Tech sector, with Amazon in the Zacks Retail sector and Tesla in the Zacks Auto sector. Elevated headline risks resulting from geopolitical turmoil have joined pre-existing worries about the future of software businesses and the seemingly ever-rising spending by the Mag 7 companies. Sentiment as a result has been downbeat on the Mag 7 and software stocks, as the year-to-date performance chart of the Mag 7 stocks, the Zacks Tech sector, the Zacks Finance sector, and the S&P 500 index shows. A total of 10 Zacks sectors are expected to enjoy positive earnings growth in 2026 Q1, including the Tech, Finance (+19%), Basic Materials (+14.6%), Autos (+12.9%), and Business Services (+7.3%) sectors. The Tech sector has been a critical growth pillar since 2023 Q3 and is expected to play that role in 2026 Q1 as well, with expected earnings growth of +23.7%. Excluding the Tech sector’s substantial contribution, Q1 earnings growth for the rest of the S&P 500 index would be +5% (vs. +11.3% otherwise). For 2026 Q1, total S&P 500 earnings are currently expected to increase by +11.3% from the same period last year on +8.4% higher revenues. With the end-point of the 2025 Q4 earnings season approaching, we can confidently claim that corporate profitability is not only strong but also showing clear signs of improvement in key aspects. The improvement is particularly notable with respect to the revisions trend, with earnings estimates for the current and coming periods steadily moving up. Note: The following is an excerpt from this week’s Earnin...

尽管美元走强，金价在早盘交易中仍实现上涨，中东冲突扩大化推升避险资产需求。纽约期货合约早盘上涨0.8%至每金衡盎司5173.50美元。这一传统上被视为地缘不确定性对冲工具的贵金属年内涨幅已近20%，但仍远低于年初高点。澳新银行分析师表示：“市场正密切关注能源价格上涨对通胀的影响，这已促使交易员减少对进一步降息的押注。”作为非收益型资产，当实际收益率下降时黄金通常受益，因持有黄金的机会成本随之降低。 责任编辑：王许宁

文章提及标的 东方电气 -- 云迹 -- 恒生指数 -- 挚达科技 -- 上海电气 -- 京东健康 -- 港股收盘，恒生指数涨0.28%，恒生科技（159740）指数跌0.69%。恒指港股通ETF银华（159318）(159318)涨1.06%，港股通科技ETF鹏华（159751）(159751)涨0.33%。板块方面，电气设备、生物科技板块涨幅靠前；能源（850101）设备与服务、客运航空公司板块跌幅靠前。个股方面，环球华商俱乐部涨23.36%，东方电气（HK1072）涨17.62%，上海电气（HK2727）涨15.76%，挚达科技（HK2650）涨11.24%，云迹（HK2670）涨11.11%；西部水泥（HK2233）跌26.6%，中石化油服（HK1033）跌11.11%，联合能源集团（HK0467）跌7.5%，上海石油化工股份（HK0338）跌6.25%，京东健康（HK6618）跌6.22%。

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據報日本央行本月或維持利率不變。 《彭博》引述知情人士報道，日本央行三月加息的可能性不大。不過，如果經濟前景及通脹符合預期發展，仍會維持加息的立場，四月份加息的可能性未有排除。 另外，央行正持續關注中東緊張局勢對日本經濟的影響。日圓匯價變動不大，兌一美元在157水平徘徊，每百日圓兌港元見4.97算。

Advisors Asset Management Inc. cut its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 787,146 shares of the e-commerce giant's stock after selling 7,059 shares during the quarter. Amazon.com accounts for 2.9% of Advisors Asset Management Inc.'s portfolio, making the stock its largest holding. Advisors Asset Management Inc.'s holdings in Amazon.com were worth $172,834,000 as of its most recent filing with the Securities & Exchange Commission. A number of other hedge funds have also modified their holdings of AMZN. Fairway Wealth LLC lifted its stake in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC purchased a new position in shares of Amazon.com in the third quarter worth approximately $27,000. Cooksen Wealth LLC raised its holdings in shares of Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after acquiring an additional 47 shares during the period. PayPay Securities Corp lifted its position in shares of Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after acquiring an additional 96 shares in the last quarter. Finally, Access Investment Management LLC purchased a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $74,000. 72.20% of the stock is currently owned by institutional investors and hedge funds. Get Amazon.com alerts: Sign Up Amazon.com Stock Performance Shares of AMZN opened at $216.82 on Thursday. The firm has a market cap of $2.33 trillion, a price-to-earnings ratio of 30.24, a price-to-earnings-growth ratio of 1.56 and a ...

习近平参加江苏代表团审议 2026-03-05 16:10:12 来源： 同花顺7x24快讯 分享 5日下午，中共中央总书记、国家主席、中央军委主席习近平参加他所在的十四届全国人大四次会议江苏代表团审议。(央视新闻)

Advisory Alpha LLC raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 10.2% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 24,919 shares of the electric vehicle producer's stock after buying an additional 2,306 shares during the period. Advisory Alpha LLC's holdings in Tesla were worth $10,865,000 at the end of the most recent quarter. A number of other hedge funds have also recently modified their holdings of TSLA. Vanguard Group Inc. grew its stake in shares of Tesla by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock worth $112,241,237,000 after purchasing an additional 995,623 shares during the period. Geode Capital Management LLC increased its position in shares of Tesla by 2.0% during the second quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after purchasing an additional 1,269,304 shares in the last quarter. Norges Bank purchased a new position in Tesla in the 2nd quarter valued at $11,839,824,000. Legal & General Group Plc boosted its position in Tesla by 5.9% during the second quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after acquiring an additional 1,134,678 shares during the last quarter. Finally, Amundi lifted its stake in Tesla by 20.4% in the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after purchasing an additional 3,422,270 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up Insiders Place Their Bets In other Tesla news, Director Kathleen Wilson-Thompson sold 25,731 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $415.56, for a total value of $10,692,774.3...

ABC Arbitrage SA purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 5,092 shares of the e-commerce giant's stock, valued at approximately $1,118,000. Several other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank acquired a new stake in shares of Amazon.com during the second quarter worth $27,438,011,000. Nuveen LLC bought a new stake in Amazon.com in the 1st quarter valued at about $11,674,091,000. Vanguard Group Inc. grew its position in Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant's stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the period. Laurel Wealth Advisors LLC lifted its position in Amazon.com by 22,085.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant's stock valued at $2,671,634,000 after acquiring an additional 12,122,668 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its holdings in Amazon.com by 21.3% during the first quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant's stock worth $11,017,657,000 after buying an additional 10,176,835 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company's stock. Get Amazon.com alerts: Sign Up Wall Street Analyst Weigh In Several research firms have recently issued reports on AMZN. Raymond James Financial reduced their target price on Amazon.com from $260.00 to $225.00 and set an "outperform" rating for the company in a report on Friday, February 6th. Piper Sandler restated an "overweight" rating and issued a $260.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. President Capital decreased their price objective on Amazon.com ...

恒生指數收市報25,321點，升71點。 友邦升百分之5，京東健康跌百分之6.2。

恒生指數收市報25,321點，升71點。 友邦升百分之5，京東健康跌百分之6.2。

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