现货黄金涨幅回落 2026-03-06 16:28:56 来源： 同花顺7x24快讯 分享 文章提及标的 伦敦金 -- 现货黄金震荡走低，回落至5100美元/盎司以下，涨幅回落至0.29%。

2026年的春天显得格外生机勃勃。 作为“十五五”规划的开局之年，中国经济正站在一个全新的历史分水岭上：一方面是传统增长动能的深度重塑，另一方面是以“新质生产力”为核心的未来产业加速破题。 今日，十四届全国人大四次会议开幕。李强总理在作政府工作报告时，不仅明确提出了要“培育发展未来能源、量子科技、具身智能、脑机接口、6G等未来产业”，更首次在国家最高行政纲领中定调——“建立未来产业投入增长和风险分担机制”。 这不仅是政策层面的定调，更是投融资范式的深刻转型。如果说2024年是“耐心资本”的启蒙年，2025年是国家引导基金的基建年，那么2026年则正式开启了“风险共担、全周期支持的实战年。 产业新坐标 培育壮大新兴产业和未来产业，是2026年政府工作报告的重头戏。今年的报告点名了五个极具穿透力的赛道：未来能源、量子科技、具身智能、脑机接口、6G。这些赛道不仅代表了技术的最高边际，更代表了未来大国竞争的“物理底座”。 以“具身智能”为例，这标志着人工智能投资正式从“大模型”的纯软件竞争，迈向了软硬耦合、虚实交互的深水区。在过去几年的AI浪潮中，资本过多关注算法的迭代，而忽略了物理实体的感知与交互能力。具身智能的提出，意味着产业链将向上游的精密减速器、高性能传感器、以及仿生材料延伸。对于创投机构而言，这要求投资团队必须具备更强的产业整合能力，而非仅仅看PPT上的算法模型。 再看“脑机接口”与“量子科技”，这些曾被视为实验室奇观的技术，如今被列入政府工作报告，意味着国家层面的产业化时钟已经拨动。 脑机接口代表了人机交互的终极形态，而量子科技则是算力竞赛的降维打击。这些产业的共同特点是：研发投入极高、失败风险极大、商业化周期极长。这正是为什么报告要特别强调“建立未来产业投入增长和风险分担机制”的原因。因为仅凭追求IRR（内部收益率）的市场化资金，根本无法穿越如此漫长的技术真空期。 历史经验告诉我们，从光伏到锂电，中国硬科技产业的爆发无一不遵循“政策先导、资本跟进、应用牵引、集群爆发”的路径。 而2026年的布局，显然是这种模式的“2.0版本”。通过政府投资基金带头，吸引民间资本投向这些代表“未来”的领域，本质上是在通过确定性的政策导向，对冲技术研发中的非对称风险。对于GP而言，未来的机会不再隐藏在模式创新的缝隙里，而是在这些被国家定调的“硬核”清单中。 值得一提的是，报告中还...

格隆汇3月6日｜中国证监会主席吴清3月6日在十四届全国人大四次会议经济主题记者会上说，将在创业板增设一套更加精准、更为包容的上市标准。积极支持新型消费、现代服务业等优质创新创业企业在创业板发行上市。

ARK Investment Management LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 153.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 338,956 shares of the information services provider's stock after acquiring an additional 205,190 shares during the period. ARK Investment Management LLC's holdings in Alphabet were worth $82,553,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds also recently bought and sold shares of GOOG. University of Illinois Foundation purchased a new stake in Alphabet during the 2nd quarter worth about $31,000. Manning & Napier Advisors LLC purchased a new position in Alphabet during the third quarter worth approximately $32,000. Horrell Capital Management Inc. raised its position 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 worth $35,000 after buying an additional 100 shares during the period. Tripletail Wealth Management LLC purchased a new position in shares of Alphabet in the 3rd quarter worth about $40,000. Finally, Decker Retirement Planning Inc. lifted its position in Alphabet by 60.9% during the second quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock valued at $45,000 after buying an additional 95 shares in the last quarter. Hedge funds and other institutional investors own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Trending Headlines about Alphabet Here are the key news stories impacting Alphabet this week: Analyst Upgrades and Downgrades A number of research analysts have commented on GOOG shares. Loop Capital upgraded Alphabet from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, November 18th. Weiss Ratings reiterated a "buy (b)" rating on shares of Alphabet in a research note...

格隆汇3月6日｜十四届全国人大四次会议3月6日下午3时举行经济主题记者会。国家发改委主任郑栅洁在记者会上表示：

Amova Asset Management Americas Inc. increased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 145.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 272,797 shares of the information services provider's stock after acquiring an additional 161,541 shares during the period. Amova Asset Management Americas Inc.'s holdings in Alphabet were worth $66,423,000 as of its most recent filing with the Securities and Exchange Commission. Get Alphabet alerts: Sign Up Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in shares of Alphabet by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock valued at $73,927,821,000 after purchasing an additional 5,182,111 shares during the last quarter. State Street Corp boosted its stake in Alphabet by 1.3% in the second quarter. State Street Corp now owns 188,914,125 shares of the information services provider's stock valued at $33,511,477,000 after buying an additional 2,428,266 shares in the last quarter. Geode Capital Management LLC boosted its stake in Alphabet by 0.4% in the second quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider's stock valued at $19,022,926,000 after buying an additional 441,177 shares in the last quarter. JPMorgan Chase & Co. grew its position in Alphabet by 8.6% in the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider's stock valued at $24,240,469,000 after acquiring an additional 7,904,434 shares during the last quarter. Finally, Sanders Capital LLC raised its stake in Alphabet by 6.4% during the second quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider's stock worth $6,272,146,000 after acquiring an additional 2,117,...

Artemis Wealth Advisors LLC bought a new stake in Intel Corporation (NASDAQ:INTC - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 45,099 shares of the chip maker's stock, valued at approximately $1,513,000. Intel accounts for about 0.2% of Artemis Wealth Advisors LLC's holdings, making the stock its 19th largest position. Other hedge funds also recently modified their holdings of the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna acquired a new position in Intel in the second quarter valued at approximately $28,000. Corundum Trust Company INC acquired a new stake in Intel during the 3rd quarter worth $29,000. Eukles Asset Management lifted its holdings in Intel by 55.6% during the second quarter. Eukles Asset Management now owns 1,400 shares of the chip maker's stock worth $31,000 after acquiring an additional 500 shares in the last quarter. Provenance Wealth Advisors LLC lifted its holdings in Intel by 89.2% during the third quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock worth $32,000 after acquiring an additional 446 shares in the last quarter. Finally, Strengthening Families & Communities LLC acquired a new position in Intel in the third quarter valued at about $33,000. Institutional investors own 64.53% of the company's stock. Get Intel alerts: Sign Up Key Stories Impacting Intel Here are the key news stories impacting Intel this week: Intel Trading Up 0.8% Shares of INTC stock opened at $45.95 on Friday. Intel Corporation has a 12-month low of $17.67 and a 12-month high of $54.60. The company has a market capitalization of $229.52 billion, a PE ratio of -574.30, a price-to-earnings-growth ratio of 16.89 and a beta of 1.37. The firm has a 50 day moving average price of $45.32 and a two-hundred day moving average price of $37.91. The company has a quick ratio of 1.65, a current ratio of 2.02 and a debt-to-equity...

Some of the multi-purpose cleaning machines and ultraviolet cleaning machines used to conceal the batch of suspected precious metals in the case, as well as some of the seized suspected precious metals. Photo: Hong Kong Customs Hong Kong Customs on Thursday announced it had thwarted two suspected smuggling attempts involving airfreight at the city’s international airport, seizing approximately 168 kilograms of suspected gold flakes and 285 kilograms of suspected silver flakes. The haul, with an estimated market value of roughly HK$230 million ($29.4 million), marks the largest precious metals smuggling bust on record by value for the agency.

格隆汇3月6日丨十四届全国人大四次会议今天举行经济主题记者会。商务部部长王文涛在会上表示，我们一些高端智能、绿色低碳，包括机器人等等，已经成为我国外贸的一个新标签。

格隆汇3月6日丨印尼镍行业协会(FINI)周五表示，由于镍矿产量配额下降，印尼2026年镍加工产能利用率可能最低降至70%，同时镍矿进口预计大幅增加。FINI主席Arif Perdana Kusumah表示，今年镍加工产能利用率可能降至70%至75%，低于去年的约90%。印尼今年镍加工产能约为270万吨，这需要约3.4亿至3.5亿湿重吨镍矿。能源部官员Tri Winarno称，镍矿产量配额已定为2.6亿至2.7亿吨。FINI表示，印尼今年镍矿进口预计增至5000万吨，而去年约为1500万吨，其中约3000万吨预计来自菲律宾。Arif表示，镍矿产量配额下降的影响已开始显现，例如镍矿价格上涨。“产能利用率下降的影响预计将在今年第二季度末开始显现，届时镍矿原料短缺将开始显现。”

绿茵场正成为地方酒企“刷脸”的新阵地。 3月4日，中超2026赛季河南俱乐部彩陶坊队出征仪式上，河南足球俱乐部与仰韶酒业签约，球队将以“河南俱乐部彩陶坊队”之名征战中国职业足球赛场。 酒企押注足球不是新鲜事。 2025年，江苏省城市足球联赛（以下简称“苏超”）爆火，本土品牌洋河股份、今世缘喜提“泼天流量”。2025年8月，五粮液成为2026FIFA世界杯官方联名产品。2024年2月，洛阳杜康牵手河南足球俱乐部。泸州老窖旗下国窖1573也曾两度与FIFA世界杯“碰杯”。 “白酒企业尤其是省级龙头押注地方足球，本质上买的是主场情绪和地域认同，能够在短期内迅速提升品牌在本地市场的亲和力与曝光度。”白酒行业分析师蔡学飞向时代财经表示。 一个更现实的问题在于，酒企在绿茵场边获得的高曝光能否真正转化为销售增长，正成为业内关注的焦点。 冠名河南队，“河南酒王”冲百亿目标 在河南这个白酒市场规模超过600亿元的消费大省，全国名酒几乎都将其视为重要阵地。而冠名河南足球俱乐部，则被外界视为仰韶酒业强化本土市场影响力、进一步争夺话语权的重要一步。 仰韶酒业诞生于河南渑池，品牌于1952 年创立，是一家民营股份制企业。作为近年来快速崛起的豫酒代表，仰韶酒业在河南本土市场持续扩张，逐渐接过“河南酒王”的头衔。 河南省酒业协会发布的《2023年河南酒类行业市场发展报告》显示，2023年河南白酒流通市场销售额达668.19亿元，市场上活跃的白酒品牌数量约4000个。 激烈的市场竞争中，“河南酒王”的位置也几经更替，本土酒企宋河酒业、张弓酒、仰韶酒业等都曾获得这一称号。 2019年，仰韶酒业销售额首次突破20亿元，并在2023年跨过50亿元门槛。《2023年河南酒类行业市场发展报告》指出，仰韶酒业连续多年“一家独大”，连续三年销售额超过30亿元，在本土初步具备与剑南春、洋河、习酒等全国名酒竞争的实力。 跨过50亿元关口后，仰韶酒业在2024年誓师大会上提出“冲刺百亿、跻身白酒第一阵营”的目标，并同步启动全国化战略，聚焦郑州、深耕河南、布局全国、开拓海外。 “河南酒王”冲击百亿 图源：仰韶酒业 根据仰韶酒业披露的信息，截至2025年末，其核心产品彩陶坊已进入新疆、湖北、山东、陕西、海南、广东等7个省外市场，覆盖超过20个核心城市；海外市场方面，彩陶坊已出口至澳大利亚、韩国、刚果（金），并再次进入老挝...

Photo: VCG China will maintain a moderately loose monetary policy in 2026 and expand the use of structural tools to support economic recovery, Premier Li Qiang said Thursday. Policymakers will flexibly use instruments including reserve requirement cuts and interest rate reductions, aiming to keep money supply and social financing growth aligned with economic expansion and expected price levels, Li said in the annual government work report.

A股化工（850102）板块迎来集体爆发。截至收盘，红宝丽（002165）封死涨停板，报12.21元/股。消息面上，近期中东地缘局势持续紧张，推升国际油价及化工（850102）品价格。值得注意的是，尽管上游油价走势强劲，但红宝丽（002165）目前并未实际生产环氧丙烷（885903）。记者以投资者身份致电红宝丽（002165），公司接线工作人员表示，股价波动属于市场行为，“公司产品价格正常，没什么太大的变化。环氧丙烷（885903）还没有生产，还在做生产的前期准备，预计6月底之前恢复生产。”(南方财经)

文章提及标的 大金重工 -- 深股通 -- 大金重工（002487）今日跌7.39%，成交额14.67亿元，换手率3.52%，盘后龙虎榜数据显示，深股通（885694）专用席位买入1.33亿元并卖出2.43亿元，有5家机构专用席位净卖出1.80亿元。

文章提及标的 深股通 -- 福晶科技 -- 福晶科技（002222）今日跌6.29%，成交额16.53亿元，换手率5.50%，盘后龙虎榜数据显示，深股通（885694）专用席位买入1.54亿元并卖出1.69亿元，1家机构专用席位净买入774.14万元，有5家机构专用席位净卖出1.52亿元。

Earnings Call Insights: Grid Dynamics Holdings (GDYN) Q4 2025 Management View CEO Leonard Livschitz announced that Grid Dynamics closed 2025 with record revenue of $106.2 million for Q4 and $411.8 million for the full year, reflecting 17.5% year-over-year growth. Livschitz emphasized, "our AI revenue grew 9% over Q3 and now represents 25% of our overall revenue. For the full 2025, our AI revenue reached over $90 million, representing 30% year-over-year growth." He highlighted AI expertise, platform assets, and partnerships as central drivers, stating, "Our partner influence revenue reached a significant milestone in 2025, exceeding 19% of our total revenue." Livschitz outlined strategic investments focused on the technology, financial services, and manufacturing verticals, with the goal of expanding recurring revenue and deepening customer retention through platform-based offerings such as MXP and XTDB. The company signed a strategic collaboration with AWS and expanded its partnership with NVIDIA for digital twins and Omniverse-based solutions. CTO Eugene Steinberg detailed the launch of Rosetta, an AI-native software development framework, and the scaling of the GAIN initiative, positioning the company for margin expansion and accelerated productivity. Steinberg noted, "Within Grid Dynamics, Cerebra is being used by our sales recruitment and knowledge management organizations, automating proposal development, technical prescreening and research at scale." CFO Anil Doradla stated, "We recorded fourth quarter revenues of $106.2 million, slightly above the midpoint of our guidance range of $105 million to $107 million. This represents a sequential growth rate of 1.9% and a year-over-year growth rate of 5.9%." Doradla highlighted margin performance and strong cash reserves, with $341.1 million in cash and cash equivalents as of year-end. Outlook Grid Dynamics expects Q1 2026 revenues in the range of $103 million to $104 million and non-GAAP EBITDA between $12 million a...

Reliance Industries Ltd. is seeking to buy Russian oil after the US granted India a license to temporarily acquire cargoes, according to a person familiar with the matter. The refining giant plans to process the barrels at its facility that produces fuels for the domestic Indian market, said the person, who asked not to be identified discussing sensitive matters. The company’s export-focused plant will continue running on non-Russian grades, the person added. The waiver marks a significant turnaround by the Trump administration, which had put significant pressure on New Delhi to curb its Russian crude purchases. Reliance was India’s biggest buyer of oil from the OPEC+ producer last year, importing almost 600,000 barrels a day, according to data from Kpler. Reliance didn’t immediately respond to an emailed request for comment. The conflict in the Middle East has disrupted energy supplies from the region, driving up prices of crude and natural gas, and the US waiver is intended to ease some pressure. There’s plenty of Russian oil stored on tankers in the region, meaning Indian refiners can quickly ramp up purchases. About 70% of Reliance’s crude imports in 2026 have come from the Middle East, according to Kpler. The company’s purchases of Russian oil have slid to about a 10th of last year’s rate, data from Kpler show, following a European Union ban on imports of petroleum products made using Russian crude. The US license was issued late Thursday and covers Russian crude loaded onto tankers before March 5. About 15 million barrels of Russian oil are on tankers in the Arabian Sea and Bay of Bengal, with another 7 million idling near Singapore, according to ship-tracking data compiled by Bloomberg.

Purebread Brands ( BRED:CA ) has appointed 25-year industry veteran Christian Bullock to lead the company as CEO, and confirmed that C$5.2 million in debt previously held by Bank of Montreal ( BMO) has been acquired by a third-party, arm’s-length investor , with all terms remaining unchanged. Both Bullock and Ingo Seibert have joined the Board. Bullock is a brand leader with 25 years of experience in food and beverage, while Seibert is an entrepreneur and investor with 26 years in M&A, financing, and strategic planning. Following the appointment of the new CEO, Amrit Maharaj has stepped down from his role as interim CEO, but will stay in a leadership role on the board. More on Purebread Brands Purebread Brands to settle $484,000 debt with share issuance Seeking Alpha’s Quant Rating on Purebread Brands Financial information for Purebread Brands

文章提及标的 拓维信息 -- 深股通 -- 拓维信息（002261）今日涨停，成交额74.89亿元，换手率17.82%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.99亿元并卖出5422.35万元。开源证券西安太华路证券营业部净买入3.12亿元。

文章提及标的 贵绳股份 -- 贵绳股份（600992）公告，公司拟使用实物加货币出资的方式，共计3000万元人民币投资设立全资子公司贵州钢绳索缆科技有限公司。本次投资设立全资子公司符合公司长远发展规划，有利于公司尽快形成新的经济增长点，同时培育一支针对缆索类产品市场化意识更强、市场认识更深的队伍，有助于公司深耕工程建设领域市场，开拓和实现经营机制创新和产品结构转型。

3月6日，在十四届全国人大四次会议经济主题记者会上，中国证券监督管理委员会主席吴清表示，近年来，一批创新企业高效完成IPO和并购重组（885739），A股市场的科技叙事逻辑更加清晰和具象化。这背后是经济高质量发展带来的机遇和经济高质量发展的韧性。(证券时报)

Barclays PLC increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,796,268 shares of the semiconductor manufacturer's stock after acquiring an additional 215,540 shares during the period. Barclays PLC owned about 0.61% of Micron Technology worth $1,137,152,000 as of its most recent filing with the Securities & Exchange Commission. Other large investors also recently bought and sold shares of the company. REAP Financial Group LLC purchased a new stake in Micron Technology during the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the third quarter worth about $27,000. Cullen Frost Bankers Inc. boosted its stake in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock worth $33,000 after acquiring an additional 88 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Micron Technology during the 2nd quarter worth about $30,000. Finally, Physician Wealth Advisors Inc. grew its position in shares of Micron Technology by 248.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer's stock valued at $44,000 after acquiring an additional 186 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds. Get Micron Technology alerts: Sign Up Analyst Upgrades and Downgrades A number of brokerages have issued reports on MU. Susquehanna increased their price target on Micron Technology from $200.00 to $300.00 and gave the stock a "positive" rating in a research report on Monday, December 8th. Needham & Company LLC upped their target price on Micron Technology from $380.00 to $450.00 and gave the...

文章提及标的 消费 -- 中国证监会主席吴清3月6日在十四届全国人大四次会议经济主题记者会上说，将在创业板增设一套更加精准、更为包容的上市标准。积极支持新型消费（883434）、现代服务业等优质创新创业企业在创业板发行上市。(新华社)

3月6日，在十四届全国人大四次会议经济主题记者会上，商务部部长王文涛表示，近期地缘冲突加剧，国际经贸秩序和全球产业、工业遭到冲击，应该说外部环境更加的不确定。每年都在说“不确定”，现在我感到每年（外部环境）没有“最”不确定、只有“更”不确定。今年我们还将围绕贸易强国建设“三大支柱”，也就是货物贸易、服务贸易和数字贸易。加强“四个统筹”，全力稳住外贸基本盘。（证券时报）

文章提及标的 联特科技 -- 深股通 -- 联特科技（301205）今日20cm涨停，成交额38.24亿元，换手率25.78%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.55亿元并卖出2.21亿元，3家机构专用席位净买入1.34亿元。

格隆汇3月6日丨在十四届全国人大四次会议经济主题记者会上，商务部部长王文涛表示，近期地缘冲突加剧，国际经贸秩序和全球产业、工业遭到冲击，应该说外部环境更加的不确定。每年都在说“不确定”，现在我感到每年（外部环境）没有“最”不确定、只有“更”不确定。今年我们还将围绕贸易强国建设“三大支柱”，也就是货物贸易、服务贸易和数字贸易。加强“四个统筹”，全力稳住外贸基本盘。

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