格隆汇3月7日｜分析人士称，若美国政府决定向伊朗派遣地面部队，早期目标之一可能是哈尔克岛。该岛位于波斯湾，距本土约 15 英里，是德黑兰最重要的石油基础设施所在地，伊朗约 90% 的石油出口都通过岛上的设施进行。保守派智库美国企业研究所的高级研究员迈克尔・鲁宾称，控制哈尔克岛是 “显而易见的明智之举”，并表示特朗普政府似乎 “逐渐认识到，伊朗带来的问题远比他们最初设想的要严重得多”。

格隆汇3月7日｜据法新社，美国燃油价格飙升可能引发国内对特朗普的强烈反对。

格隆汇3月7日｜美国官员称，陆军近日突然取消了一支精锐伞兵部队司令部的重大训练演习，这一举措在国防部内部引发猜测：随着与伊朗的冲突升级，擅长地面作战及执行多种任务的部队可能被派往中东。驻扎在北卡罗来纳州布拉格堡的第 82 空降师下辖一个旅级战斗队，约 4000 至 5000 名士兵，可在 18 小时内接到部署通知，执行夺取机场及其他关键基础设施、加强美国使馆安保、实施紧急撤离等多样化任务。其司令部负责协调这些行动的规划与执行。官员表示，截至周五尚未下达任何部署命令，部分官员要求匿名以讨论相关情况。他们指出，陆军预计不久将宣布第 82 师一支直升机部队原定于中东的部署计划，但该部署要到春季晚些时候才会进行。负责中东行动的美国中央司令部官员拒绝置评。

据印度最大炼油商印度石油公司官网消息，该公司于周六上调了面向家庭和商业用户的液化石油气价格。 新德里地区非补贴家用液化石油气用户的 14.2 公斤装钢瓶价格从此前的 853 卢比上调至 913 卢比（约合 9.95 美元）。 酒店、餐厅等商业用户使用的液化石油气价格上调 114.5 卢比，19 公斤装钢瓶价格从此前的 1768.50 卢比调整为 1883 卢比。 这是自 2025 年 4 月以来，印度首次上调家用液化石油气价格。 责任编辑：刘明亮

(RTTNews) - Lisata Therapeutics Inc. (LSTA) announced that it has entered into a definitive agreement to be acquired by Kuva Labs Inc., a privately held company. Under the terms of the merger agreement, Kuva will launch a tender offer to purchase all outstanding shares of Lisata common stock for $5.00 per share in cash at closing, plus one contingent value right (CVR) per share. The CVR entitles holders to an additional $1.00 per share if a New Drug Application or similar registration is filed or formally accepted for review by the FDA or another regulatory authority for any pharmaceutical product containing the candidate certepetide before the earlier of seven years from closing or termination of the CVR agreement. If the milestone is not achieved, no further payment will be made. The transaction is expected to close in the second quarter of 2026. Following completion, Lisata will become part of Kuva Labs, and its common stock will be delisted from the Nasdaq Capital Market. LSTA closed Friday's regular trading at $4.18, down $0.05 or 1.18%. In after-hours trading, the stock surged to $4.99, a sharp gain of $0.81 or 19.38%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Source: Bloomberg, 6:27

以色列从北到南响起防空警报 2026-03-07 12:33:40 来源： 同花顺7x24快讯 分享 当地时间今天(3月7日)清晨，以色列北部响起防空警报，中部和南部地区警报随即也响起，记者获悉，以色列军方发言人表示，以军监测到从伊朗发射的导弹，防御系统正在拦截威胁。(CCTV国际时讯)

格隆汇3月7日｜据科技日报，3月4日，中国散裂中子源打靶束流功率达到185kW并实现稳定供束运行。这是继2024年160kW、170kW连续突破后，再度刷新我国散裂中子源束流功率纪录，是中国散裂中子源性能提升的重要里程碑。

格隆汇3月7日｜据印度最大炼油商印度石油公司官网消息，该公司于周六上调了面向家庭和商业用户的液化石油气价格。新德里地区非补贴家用液化石油气用户的14.2公斤装钢瓶价格从此前的853卢比上调至913卢比（约合9.95美元）。酒店、餐厅等商业用户使用的液化石油气价格上调114.5卢比，19公斤装钢瓶价格从此前的1768.50卢比调整为1883卢比。这是自2025年4月以来，印度首次上调家用液化石油气价格。

Nvidia’s (NVDA) bull case just got another massive vote of confidence from Wall Street. Matt Bryson, a 5-star Wedbush analyst (per TipRanks), just bumped his price target on Nvidia stock to $300 from $230, maintaining an outperform rating, which shows even more confidence in the longevity of ...

JPMorgan’s own analysts said last week that the bill could be approved by mid-year and would “reshape market structure” for crypto, even as the bank’s CEO publicly fights against it. Polymarket bettors currently give the CLARITY Act a 71% chance of becoming law in 2026. Those odds have been volatile, crashing from 80% to 44% during a February Senate stalemate before recovering on renewed White House pressure. Trending: Build your own AI-powered index in minutes — and earn an uncapped 1% match when you move your portfolio to Public. Learn how it works. JPMorgan CEO Jamie Dimon reportedly told Armstrong he was “full of s–t” at Davos in January and to stop “lying on television” about banks sabotaging crypto legislation. JPMorgan Chase & Co and Bank of America Corp executives have cited a Treasury Department study warning that stablecoin yields could siphon $6 trillion in deposits from the traditional banking system. Neither the White House nor Coinbase responded to multiple requests for comment from reporters. Crypto in America’s Eleanor Terrett confirmed a Coinbase delegation visited the White House the same day. Armstrong used nearly identical language in January, telling Fox Business that “people in America should be able to earn more money on their money” while accusing banks of stifling competition to protect their deposit base. Trump wrote that “Americans should earn more money on their money” and that the CLARITY Act “is being threatened and undermined by the Banks.” Hours later, Trump took to Truth Social and told banks they “need to make a good deal with the Crypto Industry,” Coindesk reported on Wednesday. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story Continues COIN shares are up over 15% today and trading around $209. Ripple CEO Brad Garlinghouse has put the odds of passage at 90% by the end of April. See Also: Get Matched With a Fiduciary Advisor for a Complimentary 1-on-1 Strategy Session Why It ...

Spring has started with some typically large swings in weather fortunes with more on the way. In a busy 48 hours of weather we have seen the UK's warmest day of the year so far, a covering of hill snow, as well as Saharan dust and "blood rain". In a welcome change to the last couple of months, large parts of central and eastern England have just had one of the driest weeks of the year so far with less than 1mm of rain recorded widely. Temperatures have been above average across the board with England, Wales and Scotland recording their highest temperature of the year so far.

又一家A股巨头，要来港股敲钟了。 胜宏科技，堪称去年A股的超级大牛股。从2025年初的41元，到现在的277元，一年时间股价涨了576%。 之所以股价涨这么多，原因只有一个：胜宏科技从AI浪潮里真的赚到了钱。 2025年前9个月，公司收入从72亿元增长到134亿元，几乎翻了一倍。 其中，AI和高性能计算领域更是从去年的7亿元出头，直接跃升到58亿元，涨了729%。 更夸张的是净利润，直接从7.64亿元飙升到32.44亿元，增长了325%。毛利率更是整整提升了13个百分点。 AI服务器、AI芯片、AI算力中心，这些概念大家已经很熟悉了。但在这条产业链上，为什么一家做PCB的公司，反而也能成为增长最猛、利润最厚的一环？ 今天，我们就来聊聊这个问题。 PCB，疯狂印钱 要理解胜宏科技为什么会突然爆发，首先要搞清楚一件事：它到底在卖什么。 胜宏科技卖的核心产品叫PCB（Printed Circuit Board），中文叫印刷电路板。 你可以把PCB理解成所有电子设备的“骨架”和“神经网络”。 手机、服务器、交换机、汽车电子里的芯片、电容、电阻等元器件，都需要固定在PCB这块“骨架”上，再通过板子内部密密麻麻的电路连接起来，实现信息传输和协同工作。 但PCB行业有一个特点：看起来差不多的板子，技术含量和价值差别非常大。 胜宏科技主要做两类高端产品：高多层PCB（MLPCB）和高密度互连板（HDI）。 先说第一类：高多层PCB。 如果把普通PCB看作一栋“平房”，那高多层PCB就像一栋“高楼”。 普通PCB只有一两层电路，而高多层PCB是把多层电路板压合在一起，在有限空间里容纳更加复杂的电路设计。 层数越多，技术难度越高，价值也越高。胜宏科技主要专注8层以上的高多层PCB。 截至2025年前9个月，8层以上和14层以上的MLPCB分别占公司MLPCB收入的52.1%和19.6%。 而14层以上的高多层板，基本就是高端服务器和网络通信设备的核心部件。 从技术能力看，胜宏科技已经具备70层以上高多层PCB的研发和量产能力，并储备了100层以上产品的技术研发能力。截至目前，全球能够生产70层以上高多层PCB的企业不足10家。 如果说高多层PCB是在“建高楼”，那另一类产品 HDI，就是在这栋楼里打出更加精密的“微型通道”。 HDI（High Density Interconnect）...

Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature 17m ago 04.30 GMT Preamble Tanya Aldred Hello! Thirteen wickets fell on a restless first day in Perth to leave Australia in the more promising position – by the width of a cigarette paper. India were bundled out for just 198 midway through the day, and Australia finished 102 behind at stumps, though crucially with seven wickets still in hand. Things could have been worse for India had Jemimah Rodrigues not knotted together a patient fifty against the firepower of Annabel Sutherland (4 for 46) and left-arm whiz-kid Lucy Hamilton, just 19 but who finished with three wickets on her Test debut. India’s own bright young thing, Sayali Satghare, had a moment of her own, removing Alyssa Healy in her penultimate innings for Australia, caught at point for 13. But Ellyse Perry was unbeaten on 43 at stumps and Annabel Sutherland is lingering ominously. It should be fun. Do join us, play starts at 1.20pm local/4.20pm AEDT/10.50am IST.

紅磡內地男疑遭非法禁錮及勒索 失530萬元加密貨幣、80萬元白銀 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】紅磡一名內地男子懷疑遭非法禁錮及勒索，損失約值530萬元的加密貨幣及約值80萬元白銀。 警方凌晨3時許接報，指在德豐街一間酒店房間內，一名25歲內地男子被三男一女用手腳襲擊，劫去其戶口內約值530萬元加密貨幣，其後在民樂街工廈單位內取走約重40公斤白銀後逃去。事主頭部及手受傷，被送往伊利沙伯醫院治理。案件列非法禁錮及勒索處理。

A Pakistani man has been convicted of planning to kill Donald Trump and other prominent US politicians two years ago at the behest of Iran. Asif Merchant was accused of trying to recruit people in the US in a plan targeting Trump and others in retaliation for the killing of Iranian military commander Qassem Suleimani in 2020, during Trump’s first term as president. Targets in the 2024 plot, federal prosecutors said, also included the then president Joe Biden and Nikki Haley, the former ambassador to the UN who ran against Trump that year for the Republican presidential nomination. Merchant was convicted of “murder for hire and attempting to commit an act of terrorism transcending national boundaries,” directed by the Iranian authorities, the US department of justice said in a statement. The trial in New York City started last week, days before Trump ordered an assault on Iran, carried out with Israel, that has expanded into the region’s biggest war in years. Merchant admitted to joining the plot orchestrated by Iran’s elite Islamic Revolutionary Guard Corps (IRGC) but testified he did so unwillingly in order to protect his family in Tehran. Merchant said he was never ordered to kill a specific person but that his Iranian handler named three people in the course of conversations in the Iranian capital. Law enforcement thwarted the plan before any attack occurred. A person Merchant contacted in April 2024 to help with the plot reported his activities and became a confidential informant, the DOJ said. Merchant was arrested and pleaded not guilty that year. The IRGC has a central role in Iran, with a combination of military and economic power and an intelligence network. Tehran has denied accusations that it targeted Trump or other US officials. US and Israeli attacks since Saturday have killed at least 1,332 Iranian civilians and wounded thousands, according to Iran’s UN ambassador. Many top Iranian leaders, including the supreme leader, Ayatollah Ali Khamenei, have be...

Dzmitry Dzemidovich/iStock via Getty Images Exactly one week ago, the Bureau of Labor Statistics published its January report for wholesale prices, showing a 3.6 percent year-on-year rise in the Producer Price Index, much larger than economists had expected. Today, the same Bureau of Labor Statistics issued its monthly jobs report, noting, rather coyly, that nonfarm payrolls had “edged down” by 92,000 in February. Now, perhaps whoever edits the BLS report wanted to soften the delivery of bad news for whatever delicate sensibilities might be perusing the jobs numbers, but a decline of 92,000, when economists had been expecting a gain of 60,000, is not “edging down” as much as it is a whopping clunker of a payroll figure. Shutdown in the Strait These two BLS reports bookended the other major news of the week, the attack on Iran by the US and Israel that has led to widespread disruption throughout the Middle East, including a near-total shutdown of shipping through the Strait of Hormuz, the narrow body of water between the Persian Gulf and the Gulf of Oman through which one-fifth of the world’s oil exports pass through. Much of that oil is bound for nations in the Asia Pacific Region. Local stock indexes in that region were quick to reflect the potential shock to the system. The Kospi index in South Korea, which had set a year-to-date high just last week, plunged by around 20 percent over the first three days of this week before stabilizing a bit by week’s end. The immediate reaction of most world markets was somewhat less dramatic than the Kospi crash. Even oil prices rose more modestly on Monday and Tuesday than many observers had been predicting after the first US and Israeli air strikes on Saturday. But as questions grew in number over the week, without much in the way of coherent answers from those directing the operations, the “resilience” theme pronounced by many financial media sources gave way to mounting concerns that the disruptions could persist for some ti...

helloabc/iStock Editorial via Getty Images Bilibili ( BILI ) is a thesis that I find very interesting in the Chinese market, and now that I have sold my Alibaba ( BABA ) position, I am considering opening a new position to regain some exposure to Chinese names. In my last article , I highlighted the main reasons, such as the whole ecosystem structure and having built a “sticky” platform for Gen Z, having very diversified revenue, and still having a relatively appealing valuation. And for me, Bilibili manages to combine a little bit of everything that is compelling for a long-term thesis. The business is very good, recurring, has several forms of expansion, and as Q4 earnings have just proven, is still very profitable and has a lot of operating leverage capacity. BILI’s Q4 Earnings: Rock-solid I'll start with the good news about Q4. Bilibili exceeded EPS estimates by $0.01 and revenue estimates by $10 million, which for a company that earns ~$1.2 billion per quarter is not much, but it's something. Revenue rose 8% , which is interesting, but it gets better when we look at the breakdown and see that ad revenue rose 27%, and that was already a significant amount of revenue. This great momentum in ads is not only because Bilibili is managing to monetize better, for example, by placing more ads in the space or increasing ads in videos; it is a reflection of a better ecosystem overall. So we have to look first at the KPIs (key performance indicators). DAUs grew 10%, and the average daily time spent per user reached 107 minutes, an increase of 8%. This shows that Bilibili is managing to keep users highly engaged and that its algorithms are really keeping users loyal. In the earnings call , management explained this very well when they said: “As our users dive deeper into the content they love, their willingness to spend continues to rise. This is reflected in our MPUs, which surged 21% year-over-year to a record 36 million. Users growing spending power is also extending be...

推出2000个省级重点项目，力争完成投资9800亿元以上。 今年政府工作报告提出，加强改革攻坚、政策赋能和要素保障，支持经济大省挑大梁。 3月6日下午，十四届全国人大四次会议山东省代表团举行开放团组活动。作为全国第三个、北方首个GDP突破10万亿的省份，山东省今年如何推进高质量发展备受媒体关注。 全国人大代表、山东省委书记林武表示，锚定“走在前、挑大梁”，以落实黄河重大国家战略为牵引，大力实施工业经济“头号工程”，着力塑造“十个新优势”，统筹推进改革发展稳定各项工作，加快建设绿色低碳高质量发展先行区，打造高水平对外开放新高地，努力成为北方地区经济重要增长极，现代化强省建设取得新进展新成效。 着力提振消费、扩大投资规模、稳定外贸外资；以真金白银投入激发群众消费需求，未来五年能源领域投资超过万亿元、全部向民企放开；持续推动外贸从“拼规模”向“拼价值”跃升……山东明确，今年将坚持扩大内需这个战略基点，更好服务和融入新发展格局，推动经济实现质的有效提升和量的合理增长，持续塑强高质量发展新优势。 林武谈到，今年山东将在充分利用中央政策资金的基础上，提供专门财政资金支持，发放零售、餐饮等消费券，将以真金白银投入激发群众消费需求。同时，深挖居民消费潜力，把握消费变革新趋势，稳住扩大汽车、家电、家居等大众消费的同时，壮大演艺、赛事、IP等消费规模。 山东省将坚持集中持续推进交通、能源、水利等基础设施竞争性领域公平开放，引导更多民间资本参与重大战略和项目。 “未来5年山东能源领域投资将超过一万亿元，全部向民企放开，欢迎广大民营企业参与。”林武表示，围绕推动高质量发展，山东省将坚持投资于物与投资于人紧密结合，聚焦科技创新、产业升级、绿色低碳、城市更新等领域，今年计划推出2000个省级重点项目，力争完成投资9800亿元以上。 交通是经济社会发展的先行官。作为全国首个交通强国省域示范区，这几年山东综合立体交通网越织越密，物流运输越来越高效，群众出行越来越便捷。 全国人大代表、山东省交通运输厅厅长于永生透露，山东将按照畅通通道、织密网络、建强枢纽、优化升级的思路方向，计划“十五五”时期完成交通投资1.35万亿元，全面建成国内领先、国际一流的现代化综合交通运输体系。 政策暖不暖，企业最有发言权。深耕山东35年的睿鹰制药，从一家传统制造企业蝶变为菏泽生物医药的链主企业。全国人大代表、睿鹰制药首席...

Cement, Drugs, And Oil - How The Iran Conflict Could Disrupt Global Supply Chains Authored by Andrew Moran via The Epoch Times (emphasis ours), The conflict in Iran could have consequences for international trade that extend beyond oil and gas. It has been less than a week since the start of the U.S.–Israeli operations in Iran, and oil tanker traffic in the Strait of Hormuz—a key global chokepoint for energy shipments—has come to a screeching halt. Approximately 200 oil tankers have been stranded in the Gulf, according to data from Lloyd’s List Intelligence. The strait handles an estimated 20 million barrels of crude oil and petroleum products per day, with a majority being directed to Asia. While Tehran has not officially shuttered the narrow waterway, it has been effectively closed by Western insurers, which have canceled coverage or raised risk premiums. It is not only maritime commerce and energy that are being adversely affected by the conflict. Planes carrying air cargo out of the Middle East have been grounded. Other vessels have started detouring around Africa’s Cape of Good Hope, a move that adds days and raises fuel costs to a trip. The longer the war drags on, the greater the odds that it could bleed into the broader global supply chain, whether for consumer goods or construction equipment. Key construction and manufacturing materials such as cement, concrete, and sand are produced across the Middle East. Seven percent of the global aluminum supply flows through the strait. Pharmaceuticals manufactured in India or natural-gas-based products produced in Saudi Arabia traverse the region. A prolonged conflict in Iran would cause delays and potentially product shortages, leading to higher production and transportation costs. The Containerized Freight Index has already climbed by more than 5 percent in the past month. In the liquefied natural gas market, shipping rates have increased by 650 percent to $300,000 per day, according to shipbroker Fearnleys. These ...

格隆汇3月7日｜据法新社，美国白宫6日淡化媒体消息，此前有报道称俄罗斯向伊朗提供了美国潜在遭袭击目标的相关情报。白宫发言人卡罗琳·莱维特表示：“很明显，这没有给在伊朗的军事行动带来任何变化，因为我们正在进行完全的摧毁。”不过她似乎也确认了相关消息。她还表示：“我们达到了这场行动的军事目标，这还会继续。” 美国《华盛顿邮报》援引三个匿名消息来源报道称，俄罗斯向伊朗提供了美国在中东的潜在遭袭目标的情报，包括舰船和飞机的定位。 美国防长皮特·赫格塞思本周早些时候曾宣称，俄罗斯在伊朗战争中不是“一个因素”。然而，美国一直在向乌克兰提供抗击俄罗斯的情报。

J Studios/DigitalVision via Getty Images This is my first coverage of BigBear.ai ( BBAI ). In this article, I will talk about their business, the recent acquisitions, their pivot to the Middle East, and the valuation. I am issuing a ''Sell'' rating in the near term until I see evidence of success in their Middle East operations or organic growth from their legacy and recently acquired ventures. Introduction For those unfamiliar with the company, BigBear.ai is an enterprise software company that uses AI to power its decision-making software. Their AI is designed to help corporations process massive amounts of data for analytics, to automate workflows, and to execute complex processes. They are in many ways similar to Palantir ( PLTR ), but they have a more modular software architecture rather than a full end-to-end operating system like Palantir's Foundry. Comparison with Palantir If one were to consider investing in BigBear.ai, one must understand whether the company can replicate Palantir's success. As I mentioned, Palantir offers end-to-end solutions that organize and process the entire workflow. This makes their revenues quite sticky, as they become integrated in the customer's operations. BigBear, on the other hand, relies on modular software. Their products, like ConductorOS or veriScan, are designed to solve specific operational problems, which makes their revenues less sticky and more likely to get "commoditized." As a consequence, Palantir is highly profitable, with a net margin of around 40%. At the same time, BBAI has negative operating margins; in the latest quarter, it declined to negative 76.7% . BigBear's products, like ConductorOS and veriScan, are quite mature, yet they have failed to generate meaningful revenues when compared to Palantir’s platform. This is, in my opinion, the main reason the company is pivoting to the Middle East and the reason for the recent acquisitions. I would argue that the company's future is entirely dependent on the success...

格隆汇3月7日｜据中新网，3月7日，全国人大代表、江苏省副省长陈忠伟在江苏团开放日上表示，苏超的每一个广告席位还都是受欢迎，苏超不仅要给知名企业、大企业提供展示的平台，也要给小微企业留出位置，今年我们省本级就拿出了32个广告席位留给小微企业。前两天通过公开摇号，结果已经出来了。这些企业当中有科技公司、制造企业，还有奶茶店、卤菜铺、小吃店。

Earlier this week, Benchmark reiterated its positive analyst rating on Aeluma, Inc., citing optimism fuelled by Nvidia’s moves in optical technology and potential benefits for Aeluma’s compound semiconductor platform. The interesting angle is that confidence in Aeluma is being inferred from Nvidia’s broader optical investment activity, underscoring how closely investors are watching ecosystem linkages rather than company‑specific announcements alone. Next, we’ll examine how Benchmark’s rating reaffirmation, tied to Nvidia’s optical investments, could influence Aeluma’s existing investment narrative. Explore 22 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. Aeluma Investment Narrative Recap To own Aeluma, you need to believe its compound semiconductor platform can convert today’s R&D and ecosystem ties into meaningful commercial demand across AI infrastructure and defense. Benchmark’s rating reaffirmation, grounded in Nvidia’s optical investments, reinforces that thesis but does not materially change the near term catalyst, which is securing design wins that translate into product revenue. The biggest current risk remains execution on that transition while spending and headcount rise ahead of confirmed volume orders. Among recent announcements, the appointment of Bouchaib Nessar as Senior Vice President of Business Development and Product stands out as directly related to these ecosystem tailwinds. His remit across communication, sensing and quantum markets sits squarely in the areas where Nvidia linked optical interest could accelerate customer engagement and move Aeluma closer to the multi million unit opportunities that underpin the investment case. But against this, investors should also be aware that reliance on outsourced U.S. foundry and packaging partners could... Read the full narrative on Aeluma (it's free!) Aelu...