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黄金,石油和美元纠缠之下:港股还要跌多久?

36kr 📅 03/05 20:52
最近恒生指数的表现着实令人揪心,市场中弥漫着悲观情绪。但当大家探寻其走势原因时,又会陷入新的纷争,比如就有许多朋友笃信,川普对伊朗的战争迅速改变了市场偏好,股市作为风险资产必然首当其冲,这是港股下跌的最主要原因。 上述观点表面看似乎有几分道理,但如果细想就又觉得逻辑上过于粗放:既然新的地缘冲突可以放大风险偏好,但作为常规避险资产的黄金价格却不降反升呢? 为打破大家疑虑,本文我们就来重新梳理战争与港...

US Won’t Allow India to Become Rival Like China, Official Says

Bloomberg 📅 03/05 20:52
The US won’t give India the same kind of economic advantages it gave China, which allowed that country to emerge as a major competitor, Deputy Secretary of State Christopher Landau said on Thursday, signaling Washington’s cautiousness in negotiations over a trade deal. While the US wants to work with India to unlock its “limitless potential,” India should understand that “we are not going to make ...

香港首单绿色甲醇加注成功

格隆汇 📅 03/05 20:52
格隆汇3月5日|香港航运业迎来绿色转型重要里程碑。中远海运集团旗下中石化中海燃供联合中石化香港、招商滚装顺利完成香港首单绿色甲醇加注作业,标志着香港正式迈入航运绿色替代燃料加注新阶段。

In 'nice reprieve,' job cut announcements declined last month

Yahoo 📅 03/05 20:52 MSFT.OAMZN.O
Layoff announcements slid in February, according to a new report from the global outplacement firm Challenger, Gray & Christmas, amid other emerging signs the labor market may be stabilizing Employers revealed plans to slash 48,307 roles last month, compared to the 108,435 job cut announcements seen in January. Reductions were posted in fields like technology and transportation, Challenger said. “...

格隆汇3月5日|欧洲央行官员认为央行目前政策所处状态良好,但并非一成不变。

格隆汇 📅 03/05 20:51
格隆汇3月5日|欧洲央行官员认为央行目前政策所处状态良好,但并非一成不变。

Nvidia halts China-bound H200 output, FT reports

Yahoo 📅 03/05 20:51 NVDA.OTSM.N
STORY: :: Nvidia Nvidia has reportedly stopped production of its second-most advanced artificial intelligence chips, known as H200 chips, intended for the Chinese market. The Financial Times reported the update on Thursday, citing two people with knowledge of the situation. The report said the U.S. chipmaker has reallocated manufacturing capacity at chip contract maker TSMC away from making H200 c...

德赛西威:2025年净利润同比增长22.38% 拟10派12.50元

格隆汇 📅 03/05 20:51
格隆汇3月5日|德赛西威(002920.SZ)公告称,德赛西威发布2025年年度报告,公司实现营业收入325.57亿元,同比增长17.88%;归属于上市公司股东的净利润24.54亿元,同比增长22.38%。公司拟向全体股东每10股派发现金红利12.50元(含税),不送红股,不以公积金转增股本。

Shell signs contract to explore Kazakhstan oil and gas block

Seeking Alpha 📅 03/05 20:51
Scott Barbour/Getty Images News Shell ( SHEL ) has signed a ‌contract for geological exploration of the Zhanaturmys field in the Aktobe region in Kazakhstan, ​the country's energy ministry said Thursday, without providing details on the amount of investment. The contract, which runs until 2032, includes seismic surveys, data collection, and technical ​assessments in accordance with regulatory requ...

AI doomsday isn’t 2028, it’s here now - SocGen's Edwards

Seeking Alpha 📅 03/05 20:51
Hector Vivas/Getty Images Entertainment Societe Generale’s Albert Edwards, one of Wall Street’s most notorious bears, isn’t waiting around for the AI apocalypse. In his latest Global Strategy Weekly, the veteran strategist argues that the macroeconomic disaster many predict for 2028 is already unfolding in real time. “The AI macro doomsday scenario is not for 2028. It’s here right now!” Edwards de...

FTSE 100 Up Marginally In Cautious Trading

Nasdaq 📅 03/05 20:51 9618.HK
(RTTNews) - UK stocks are swinging between gains and losses on Thursday with investors largely staying cautious, while keeping an eye on news from the Middle East. Travel-related stocks are having a tough outing due to airspace closures in the Middle East region forcing carriers to cancel tens of thousands of flights over the past one week. The benchmark FTSE 100 was up 7.65 points or 0.08% at 10,...

阿塞拜疆称遭到伊朗发动的“恐怖袭击”

同花顺 📅 03/05 20:50
阿塞拜疆总统阿利耶夫5日召开安全委员会会议。阿利耶夫在会议上称,伊朗方面使用无人机对阿塞拜疆发动了恐怖袭击,他已向阿武装部队下达命令,要求制定并实施报复措施。阿利耶夫表示,伊朗官方必须向阿塞拜疆方面作出解释,并且必须道歉。伊朗武装部队总参谋部此前于当地时间5日下午发布公告,否认伊方向阿塞拜疆发射无人机。公告强调,伊朗尊重所有国家,指责以色列方面企图借助类似的方式陷害伊朗。阿塞拜疆外交部5日发表声明...

In the Iran war, it’s not the oil that’s important—it’s the water

Yahoo 📅 03/05 20:50 NVDA.OTSLA.OPLTR.O
Iran has attacked its neighbors in reprisal for not supporting it against the U.S. and Israel. But one thing Iran has not done is attack Gulf countries’ water supplies. Many of its desert kingdom neighbors are dependent on seawater desalination plants. “The targeting of key infrastructure, such as water desalination plants … would mark important escalations of the conflict,” Macquarie analysts Thi...

Goodyear Tire: Asset Sales Shift Gears To Earnings Growth

Seeking Alpha 📅 03/05 20:50
JayLazarin/iStock Unreleased via Getty Images Introduction Goodyear Tire ( GT ) has spent 2025 reshaping its business as it works to improve profitability and reduce leverage. Through a series of asset sales, cost initiatives, and a focus on higher-margin tire segments, the company has been simplifying operations and strengthening its balance sheet. While the demand for tires is a bit uneven in th...

Victoria's Secret & Co. Bottom Line Falls In Q4

Nasdaq 📅 03/05 20:50
(RTTNews) - Victoria's Secret & Co. (VSCO) revealed a profit for fourth quarter that Drops, from last year The company's bottom line totaled $183.63 million, or $2.14 per share. This compares with $193.41 million, or $2.33 per share, last year. Excluding items, Victoria's Secret & Co. reported adjusted earnings of $237.58 million or $2.77 per share for the period. The company's revenue for the per...

塞内加尔媒体:美以军事行动加剧全世界动荡

同花顺 📅 03/05 20:49
塞内加尔官方报纸《太阳报》日前刊发两篇评论文章指出,美国和以色列对伊朗发动军事打击,其无视国际法的单边主义特征暴露无遗。此举不仅将中东地区拖入“无法预测结局”的冲突,更令全世界加剧动荡。文章摘要如下: 2月28日,美国和以色列对伊朗发动军事打击,伊朗最高领袖哈梅内伊在袭击中身亡。尽管行动前存在外交谈判,但这不过是美方为军事行动准备的“外交掩护”。 美国领导人鼓吹的“以实力求和平”是十足的悖论,其本...

功耗狂降95%、打破光铜取舍困境......Micro LED CPO会是终局解决方案吗?

华尔街见闻 📅 03/05 20:49 MSFT.O
生成式AI把数据中心互连推向800Gbps、1.6Tbps甚至更高带宽,传统铜缆在能耗、密度与散热上的天花板正在逼近。 Micro LED CPO以“更低单位能耗+更高集成度”切入,成为资本市场重新定价互连技术路线的重要变量,但距离“终局解决方案”仍取决于量产封装、可靠性与客户导入节奏。 3月5日,A股Micro LED概念明显拉升,聚灿光电、联建光电、艾比森等多只成分股涨停,资金关注点集中在数据...

Iran war threatens $11.7 trillion global travel industry as passengers get caught in crossfire

CNBC 📅 03/05 20:49
watch now VIDEO 6:11 06:11 The Iran war is causing chaos at the Dubai airport Markets and Politics Digital Original Video Zoey Gong, a Chinese medicine food therapist, was days away from boarding an Emirates flight from Paris to Shanghai via Dubai , United Arab Emirates, when the U.S. and Israel attacked Iran on Saturday. Gong, 30, had her flight plans derailed as a result, and she told CNBC that ...

StoneCo Q4 Earnings: The Problem That No One Saw In The Company's Results (Rating Downgrade)

Seeking Alpha 📅 03/05 20:48
Dadan/iStock via Getty Images Investment Thesis I am downgrading my buy to hold recommendation on StoneCo ( STNE ) shares following the release of Q4 results. This article is part of my coverage of the company's results. My last article on the company was published on March 21, 2025, and my initial coverage article was published on June 17, 2024. The company's shares plummeted almost 20% after the...

Driver of medium goods vehicle arrested after crash kills cabby and passenger

SCMP 📅 03/05 20:48
Hong Kong police have arrested a driver after his medium goods vehicle collided head-on with a taxi, fatally injuring the driver and passenger. The force said on Thursday the driver of the goods vehicle, a 35-year-old man surnamed He, was arrested on suspicion of dangerous driving causing death and was being detained for questioning. The taxi was travelling along Fan Kam Road near the Fanling Golf...

港股公告精选|哔哩哔哩2025年营业额超300亿元 和黄医药年度净利润同比增超11倍

财联社 📅 03/05 20:48 9618.HK
财联社3月5日讯(编辑 冯轶) 财联社为您带来今日港股重要公告 1)业绩速递 哔哩哔哩-W(09626.HK): 2025年净营业额303.5亿元,同比增加13%;净利润为11.9亿元,经调整净利润25.9亿元,同比扭亏。 公告称,截至2025年四季度,公司日活用户达1.13亿,同比增长10%;月活用户达3.66亿,同比增长8%。 澳博控股(00880.HK): 2025年总净收入281.7亿港元...

Campbell's Q2 Earnings on the Horizon: What Should Investors Expect?

Nasdaq 📅 03/05 20:48
The Campbell's Company CPB is likely to witness top and bottom-line declines when it reports second-quarter fiscal 2026 earnings on March 11, before the market opens. The Zacks Consensus Estimate for revenues is pegged at $2.61 billion, indicating a decrease of about 3% from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged in the past 30 days at 56 c...

中东冲突扰动全球汇市:美元避险需求升温,非美货币承压

第一财经 📅 03/05 20:47
部分能源净进口经济体货币承受更大压力。 近期随着中东局势持续紧张,全球外汇市场波动加剧。 人民币对美元中间价3月5日上调至6.9007元,美元指数持续逼近99关口;与此同时,日元、韩元、新加坡元等亚洲货币普遍承压,而加拿大元、挪威克朗等资源型经济体货币表现相对稳健。机构分析认为,地缘政治风险、油价冲击及全球央行政策预期变化正共同推动汇市重新定价,短期避险情绪或将继续主导市场走势。 全球主要货币震荡...

Energy Dominance Won’t Stop US Fuel Costs Pushing Higher

Bloomberg 📅 03/05 20:47
Welcome to our guide to the commodities driving the global economy. Today, reporter Will Kubzansky looks at US fuel costs — long seen by President Donald Trump as a barometer of his success in office — as the Middle East conflict sends oil prices higher. The Iran war may be happening on the other side of the world, but US consumers are already starting to see the effects. Average gasoline prices j...

突发!这家千亿市值公司签订最高6亿美元原油运输船建造合同|盘后公告集锦

财联社 📅 03/05 20:46
今日聚焦 【*ST松发:下属公司签订4艘超大型原油运输船建造合同 金额合计约4-6亿美元】 *ST松发(603268.SH)公告称,公司下属公司恒力造船(大连)有限公司与欧洲知名船东签订4艘30.6万吨超大型原油运输船建造合同,合同金额合计约4-6亿美元,占公司最近一个会计年度经审计主营业务收入50%以上。 【聚飞光电:公司MicroLED技术未应用于CPO领域 也未因CPO产生收入】 聚飞光电(...

AMD Stock Pops as Ryzen AI 400 Chips Hit Strong Demand - GuruFocus

Google 📅 03/05 20:46 AMD.O
AMD Stock Pops as Ryzen AI 400 Chips Hit Strong Demand GuruFocus

AMD Shares Rise on Meta AI Deal, Chip Demand - GuruFocus

Google 📅 03/05 20:46 AMD.O
AMD Shares Rise on Meta AI Deal, Chip Demand GuruFocus

Zevra Therapeutics Appoints Justin Renz As CFO

Nasdaq 📅 03/05 20:46
(RTTNews) - Zevra Therapeutics, Inc. (ZVRA) announced Thursday the appointment of Justin Renz as Chief Financial Officer, effective March 9, 2026. Renz brings more than 25 years of financial leadership experience in the biopharmaceutical industry, including extensive expertise in capital markets, strategic transactions, and commercial-stage operations. Renz most recently served as Chief Financial ...

US Premarket Movers: Broadcom, Ciena, Stubhub, Trade Desk, Veeva

Bloomberg 📅 03/05 20:45 AVGO.O
S&P 500 Index futures are little changed as of 7:45 a.m. in New York as the war in the Middle East again sends oil higher. Nasdaq 100 futures are down 0.1% Dow Jones Industrial Average futures are down 0.3% The MSCI World Index is up 0.1% Here are some of the biggest US movers before the bell: Magnificent Seven: Meta (META) received a downgrade at Arete, which said that the social media giant is “...

Warning over screen time and chatbots as number of depressed hits record high

SCMP 📅 03/05 20:45 700.HK
One in three Hong Kong adults have moderate to severe symptoms of depression, almost triple the rate from 2012, with Generation Z respondents who spent a lot of time on screens affected the most, a survey has found. The biennial study, conducted by the Mental Health Association NGO and the Chinese University of Hong Kong (CUHK), also found that 22 per cent of the 2,700 adult respondents turned to ...

被战事打断的回家路:中国买房客与中东楼市的“暂停时刻”

第一财经 📅 03/05 20:45
不少与阿联酋楼市相关的人,停在了半路上。 在2月28日以色列和美国联合对伊朗发动军事打击前,以迪拜和阿布扎比为代表的中东楼市,正处于前所未有的强劲增长期,是全球新兴经济体中增长最快的房地产市场之一。 战事让一切按下了暂停键,不少与阿联酋楼市相关的人,停在了半路上。 去年在阿布扎比买房、今年春节回国度假的沈安然,原本计划返回阿布扎比,却因航班取消被滞留在北京。 与此同时,在迪拜从事房地产经纪业务的王...
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