對於國務院副總理丁薛祥表示，立法會主席、全國人大常委李慧琼肩負全國人民重託，李慧琼回應指，深感責任重大。 全國人大常委李慧琼說：「立法會是90位議員，不是我個人，我會與立法會議員全體一起努力，按照丁副總理、夏主任，各位領導對我們的要求，配合、支持特區政府做好五年規劃，亦會按照《基本法》下給我們的憲制職能，做好支持、監督工作，我們會繼續努力。」

伊朗宣布关闭股市 2026-03-07 16:33:33 来源： 同花顺7x24快讯 分享 伊朗经济部长今天(3月7日)宣布，伊朗股市将关闭直至另行通知。(CCTV国际时讯)

中东局势正把全球石油市场推向一场真实的供应危机。 随着霍尔木兹海峡商业航运几近瘫痪，海湾地区的原油出口正不断受阻，库存迅速累积。一旦储罐与海上油轮容量被填满，部分产油国将不得不削减产量—— 一场由物流瓶颈触发的区域性“停产潮”正在逼近。 摩根大通大宗商品分析师NatashaKaneva在3月7日的最新报告中估算，海湾地区的供应中断规模可能从目前约150万桶/日，在本周末升至300万桶/日，下周末超过400万桶/日；若成品油储罐容量耗尽，停产规模甚至可能逼近600万桶/日。 在这样的背景下，油价面临一种明显的不对称风险结构： 利好消息可能令油价回落约10美元，但一旦海湾停产真正扩散，油价上涨30美元并不夸张。 与此同时，高盛监测数据显示，霍尔木兹海峡石油流量已暴跌约90%。若未来数日局势无法缓解，该行认为油价下周突破100美元/桶的概率将显著上升，而如果海峡运输在整个3月持续受阻，油价甚至可能挑战2008年与2022年的历史高点。 霍尔木兹海峡：全球能源动脉几乎停摆 冲突爆发第七天，霍尔木兹海峡的商业通行量已经接近归零。 根据高盛大宗商品研究团队的最新监测数据，目前仍通过海峡航行的船只几乎只剩下伊朗船只。对依赖该水道出口原油的海湾国家而言，这意味着最关键的能源运输通道已接近停摆。 与此同时，高盛估算，霍尔木兹海峡的石油流量已 暴跌约90% 。 如果按波斯湾整体出口能力计算，这一变化意味着潜在供应冲击规模达到 1710万桶/日 ——相当于 2022年4月俄罗斯减产峰值的17倍 。 库存因此迅速累积。 摩根大通统计显示，自2月底以来，海湾地区已累计增加约 7600万桶原油库存 ： 4600万桶储存在油轮 2200万桶储存在炼厂 800万桶储存在商业仓储 这一规模相当于该地区约 4.5天的原油出口量 ，且库存积累主要集中在 沙特阿拉伯 。 库存压力正在把问题从运输端逐渐推向生产端。 替代路线有限：管道尚有空间，物流成为瓶颈 尽管霍尔木兹受阻，海湾国家并非完全没有替代路线。 摩根大通数据显示，沙特与阿联酋目前仍有约 160万桶/日 的备用管道出口能力尚未使用。 其中，沙特已经明显提高了东西管道的利用率，将原油输往红海沿岸。 目前： 红海港口 延布港 装载量约 250万桶/ 日，较此前增加 180万桶/日 另有约 130万桶/日 流向西海岸炼厂 这意味着整个管道系统当前输送量约...

迪拜國際機場傳出爆炸聲，阿聯酋航空一度暫停往返迪拜航班。 阿聯酋航空一度呼籲，旅客不要前往機場，至下午約三時半，表示恢復運作，已預訂當地下午航班的乘客可前往機場，包括在迪拜轉機的航班。 阿聯酋航空表示，會繼續監察事態發展，並作出相應安排。已預訂本月31日前機票的旅客，仍然可以重訂同一目的地，其他在4月30日或之前出發的機票，又或申請退款。 機管局資料顯示，傍晚六時離港的EK383航班取消。

国家发改委发展战略和规划司司长陈雷在国新办吹风会上表示，在新型基础设施方面，将加强统筹推进和集约高效利用，体系化布局建设一批战略导向型、应用支撑型、前瞻引领型重大科技基础设施，推进万兆光网部署应用和5g（885556）-A移动通信网络规模商用，构建全国一体化算力网，统筹建设卫星通信、导航、遥感系统，以场景拓展为牵引建设低空基础设施，从而为“十五五”乃至更长时期的产业升级和数智化发展提供坚实支撑。(财联社)

格隆汇3月7日｜国家发改委发展战略和规划司司长陈雷在国新办吹风会上表示，在新型基础设施方面，将加强统筹推进和集约高效利用，体系化布局建设一批战略导向型、应用支撑型、前瞻引领型重大科技基础设施，推进万兆光网部署应用和5G－A移动通信网络规模商用，构建全国一体化算力网，统筹建设卫星通信、导航、遥感系统，以场景拓展为牵引建设低空基础设施，从而为“十五五”乃至更长时期的产业升级和数智化发展提供坚实支撑。

习近平出席解放军和武警部队代表团全体会议 2026-03-07 16:31:48 来源： 同花顺7x24快讯 分享 7日下午，中共中央总书记、国家主席、中央军委主席习近平出席十四届全国人大四次会议解放军和武警部队代表团全体会议。(新华社)

格隆汇3月7日｜据CCTV国际新闻，伊朗经济部长今天宣布，伊朗股市将关闭直至另行通知。

伊朗否認關閉霍爾木茲海峽，伊斯蘭革命衛隊表示，周六用無人機在霍爾木茲海峽擊中一艘油輪。 國際海事組織證實，周五有船在霍爾木茲海峽遇襲，造成船員最少四死三傷，又指現時仍有約二萬名海員被困海灣地區，安全風險不斷加劇。 伊朗傳媒引述伊斯蘭革命衛隊成員表示，伊朗目前沒有關閉，亦沒有全面封鎖霍爾木茲海峽，會按照國際航行規則，處理相關海域航運問題。但指任何屬於美國或以色列的船，都會成為目標。 戰事持續下，全球約兩成石油及液化天然氣運輸被切斷，原油價格上漲逾一成五。

格隆汇3月7日｜以色列国防军当地时间3月7日宣布对伊朗德黑兰和伊斯法罕发动袭击。当天稍早前，伊朗首都德黑兰中部地区传出爆炸声。

格隆汇3月7日｜国家发展改革委秘书长袁达在国新办吹风会上表示，着重“完善规则、维护秩序、优化设施”，加快推动全国统一大市场建设。完善规则，重点是完善市场基础制度规则。推进产权保护、市场准入、信息披露、社会信用、兼并重组、市场退出等制度建设，完善有利于统一大市场建设的统计、财税、考核制度。维护秩序，重点是维护公平竞争市场秩序，推动市场监管规则完善、基准统一、能力提升，规范地方政府经济促进行为，制定地方政府招商引资鼓励和禁止事项清单，强化反垄断和反不正当竞争执法司法。优化设施，重点是建设高标准联通的市场设施。推动流通物流、市场信息、交易平台等设施互联互通和规则衔接，健全高效顺畅的现代流通体系，降低全社会物流成本。

If financial markets can survive the United States’ war on Iran and Russia’s war against Ukraine , does this mean that financial crashes have become a thing of the past? Or have markets just not grasped the true nature of the current threats to the financial system? The latter is almost certainly the case, as former Goldman Sachs CEO Lloyd Blankfein suggested when he said in a recent Financial Times interview that people had “got more complacent” about financial risks since the 2008 crisis. It is true that equity markets around the world have shown resilience so far through both US President Donald Trump’s trade wars and kinetic wars. But Blankfein’s observations reveal to those with sufficient experience and perception that one must simply look in the right place. Advertisement Financial crises rarely, if ever, recur in the same segment of the market as the last shock. The Trump administration’s triumphalist pronouncements regarding its invasion of Iran could be undercut not only by the backlash from energy prices and transport logistics but also by a brewing crisis in financial markets as debt vulnerabilities erupt on uncertainty, rising inflation and crystallising systemic threats. Advertisement Blankfein told Bloomberg on the Big Take podcast that he is worried about problems brewing in the private credit sector. This segment of the market could be the flashpoint for a bigger crisis in markets, he suggested.

In the evening of March 1, an oil tanker turned off its transponder about 25 kilometers (15 miles) east of the emirate of Sharjah and disappeared into the murk of jammed signals over the Strait of Hormuz, the narrow chokepoint that separates the Persian Gulf from the open ocean. Ten hours later, its transponder winked back into life due north of Abu Dhabi, heading for Bahrain. Only a handful of ships have made the run through the straits since last Saturday, when the US and Israel launched an air assault against Iran. Tehran retaliated, firing drones and missiles at targets across the Gulf. A Bloomberg analysis of shipping data from March 1-March 6 shows that traffic of merchant ships around the Strait of Hormuz has dropped more than 85% compared to the same period last year; about a fifth of these transits appear be under automatic identification system blackouts. A week into the conflict, the impact on global trade is already significant, with major disruptions to shipping and air traffic reverberating through markets and pushing up prices for gasoline and fertilizer. More upheaval is likely, as the effects of attacks and shutdowns at some of the world’s busiest logistics hubs trickle through the global trade system. The United Arab Emirates and Qatar are focal points for maritime and air freight, handling large volumes of goods in transshipment between Asia, Europe and Africa through ports, free zones and small cities of warehouses around the airports. Close to Dubai’s airport, which in normal times handles more than 1,000 flights per day, is the International Humanitarian City, a free zone for international aid supplies, and hubs for the World Health Organization and other agencies. “It’s quite unique because it’s hitting a maritime chokepoint, but also an intermodal transport hub,” said Sarah Schiffling, assistant professor of supply chain management and social responsibility at the Hanken School of Economics in Finland. “The problem with a hub and spoke system...

格隆汇3月7日｜国家发展改革委秘书长袁达在国新办吹风会上表示，围绕“缺的和弱的、传统的和新兴的”，进一步提高供给体系的质量和水平。对于现在“缺的”，要加快攻关突破。全链条推动集成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关取得决定性突破，提升产业链的自主可控水平。对于现在“弱的”，要加快补齐短板。实施服务业提质扩能行动，深化服务领域改革开放，完善支持政策体系，补强生产性服务业薄弱环节，大力培育“中国服务”品牌。对于“传统的”，要加快优化提升。坚持分业施策，做强做优精品钢材基地、一流石化基地、高端船舶和海洋工程装备基地，推进机械装备等全产业链创新，扩大轻工、纺织等优质产品供给。对于“新兴的”，要加快培育壮大。一个是因地制宜建强新一代信息技术、新能源、机器人、航空航天等战略性新兴产业集群，另一个是推动量子科技、脑机接口、具身智能、6G等未来产业加快发展。

国家发展改革委秘书长袁达在国新办吹风会上表示，着重“完善规则、维护秩序、优化设施”，加快推动全国统一大市场（885988）建设。完善规则，重点是完善市场基础制度规则。推进产权保护、市场准入、信息披露、社会信用、兼并重组、市场退出等制度建设，完善有利于统一大市场（885988）建设的统计、财税、考核制度。维护秩序，重点是维护公平竞争市场秩序，推动市场监管规则完善、基准统一、能力提升，规范地方政府经济促进行为，制定地方政府招商引资鼓励和禁止事项清单，强化反垄断和反不正当竞争执法司法。优化设施，重点是建设高标准联通的市场设施。推动流通物流、市场信息、交易平台等设施互联互通和规则衔接，健全高效顺畅的现代流通体系，降低全社会物流成本。(财联社)

Key Points HSAs let you save for healthcare in a tax-advantaged manner. Carrying a balance into retirement could give you more options later on. It pays to not only fund an HSA, but leave that money alone for years so it can grow. The $23,760 Social Security bonus most retirees completely overlook › When people think of health savings accounts, or HSAs, they don't always associate them with retirement. And that's understandable. Technically, an HSA isn't a retirement account. Rather, it's an account that allows you to save for medical expenses in a tax-advantaged fashion. 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 » With an HSA, contributions are tax-free; unused funds you invest get to grow tax-free; and withdrawals used for qualifying healthcare expenses are tax-free. It's hard to beat that trio of perks. But while an HSA isn't officially a retirement account, it pays to treat yours like one. Here's why. You have plenty of options for using your money A lot of people are familiar with using flexible spending accounts, or FSAs, to cover medical costs. But FSAs are quite different from HSAs. They don't allow you to invest unused funds, and your money has to be used by a certain time or you risk forfeiting it. With an HSA, you can invest money you aren't using, and you can carry your balance forward as long as you want to. In fact, HSA savers are encouraged to carry their balances forward. The longer you do, the more tax-free growth you might benefit from. Because HSAs don't have an expiration date on using your funds, it pays to reserve that money for your retirement years for a couple of reasons. First, waiting longer to tap your HSA lets you money grow tax-free for longer. But also, your medical expenses are likely to increase in retirement compared to when you're younger. So it makes sense t...

The technology industry is currently investing massive amounts of capital into new data centers to support the rapid expansion of artificial intelligence and cloud-based services. Hyperscalers are spending $700 billion on capital expenditures this year to build out these data centers, creating a generational investment cycle in power generation and grid modernization. For companies like Quanta Services (PWR 1.54%), Vertiv (VRT 3.13%), and Eaton (ETN 1.98%), this massive spending could be the beginning of a supercycle for their respective industries. These companies benefit from strong positions across infrastructure, power, and cooling solutions, with these trends providing a powerful tailwind going forward. Quanta Services has made strategic acquisitions to capitalize on the infrastructure boom Quanta Services provides turnkey infrastructure solutions that span the entire power delivery process, from constructing power generation facilities and high-voltage grid interconnections to the critical-path electrical systems inside the data centers. The company has positioned itself as a key partner for technology giants to help support this buildout. Expand NYSE : PWR Quanta Services Today's Change ( -1.54 %) $ -8.44 Current Price $ 540.78 Key Data Points Market Cap $81B Day's Range $ 532.84 - $ 552.66 52wk Range $ 227.08 - $ 573.97 Volume 61K Avg Vol 1M Gross Margin 13.26 % Dividend Yield 0.08 % Quanta has made strategic investments to strengthen its position in this growing market. In 2024, it acquired Cupertino Electric for approximately $2 billion, adding specialized low-voltage electrical engineering and modularization services tailored to the technology sector. It followed this up last year by acquiring Dynamic Systems for approximately $1.5 billion, providing it with mechanical, plumbing, and process infrastructure for large-load facilities, including data centers and industrial facilities. The hyperscaler data center boom is a massive tailwind, as seen in its pro...

Key Points Quanta Services has made strategic acquisitions to capitalize on the data center infrastructure boom. Vertiv has experienced record growth in organic orders and has developed prefabricated infrastructure solutions to meet the demands of hyperscalers. Eaton has seen significant growth in data center orders and is projected for double-digit earnings growth in the coming years. 10 stocks we like better than Quanta Services › The technology industry is currently investing massive amounts of capital into new data centers to support the rapid expansion of artificial intelligence and cloud-based services. Hyperscalers are spending $700 billion on capital expenditures this year to build out these data centers, creating a generational investment cycle in power generation and grid modernization. For companies like Quanta Services (NYSE: PWR), Vertiv (NYSE: VRT), and Eaton (NYSE: ETN), this massive spending could be the beginning of a supercycle for their respective industries. These companies benefit from strong positions across infrastructure, power, and cooling solutions, with these trends providing a powerful tailwind going forward. 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 » Quanta Services has made strategic acquisitions to capitalize on the infrastructure boom Quanta Services provides turnkey infrastructure solutions that span the entire power delivery process, from constructing power generation facilities and high-voltage grid interconnections to the critical-path electrical systems inside the data centers. The company has positioned itself as a key partner for technology giants to help support this buildout. Quanta has made strategic investments to strengthen its position in this growing market. In 2024, it acquired Cupertino Electric for approximately $2 billion, adding specialized l...

Andar Capital Management HK Ltd acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 10,000 shares of the e-commerce giant's stock, valued at approximately $2,196,000. Amazon.com makes up 2.2% of Andar Capital Management HK Ltd's portfolio, making the stock its 15th biggest holding. A number of other institutional investors also recently modified their holdings of AMZN. Vanguard Group Inc. increased 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 buying an additional 17,447,045 shares in the last quarter. State Street Corp lifted its holdings in shares of Amazon.com by 1.4% in the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant's stock worth $82,073,203,000 after purchasing an additional 5,163,208 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares in the last quarter. Norges Bank bought a new position in shares of Amazon.com in the 2nd quarter worth $27,438,011,000. Finally, Northern Trust Corp grew its position in Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after purchasing an additional 302,858 shares during the period. Institutional investors and hedge funds own 72.20% of the company's stock. Get Amazon.com alerts: Sign Up Insiders Place Their Bets In other Amazon.com news, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,40...

Angeles Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 149.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,812 shares of the semiconductor company's stock after acquiring an additional 8,271 shares during the period. Angeles Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,857,000 at the end of the most recent quarter. Get TSM alerts: Sign Up A number of other large investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Ignite Planners LLC raised its position in Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company's stock worth $627,000 after purchasing an additional 116 shares during the last quarter. Crestwood Advisors Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.3% in the 2nd quarter. Crestwood Advisors Group LLC now owns 6,740 shares of the semiconductor company's stock valued at $1,527,000 after purchasing an additional 1,137 shares during the last quarter. Resona Asset Management Co. Ltd. acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $302,000. Finally, Ethos Financial Group LLC bought a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $269,000. Institutional investors own 16.51% of the company's stock. Taiwan Semiconductor Manufacturing Stock Down 4.4% Shares of Taiwan Semiconductor Manufacturing stock opened at $338.27 on Friday. The company has a debt-to-e...

随着中东地区紧张局势不断升级、航运航线受阻且货运成本飙升，一批印度汽车制造商已推迟向中东和北非地区发货。 中东冲突爆发后，霍尔木兹海峡的临时封锁正将地缘政治风险传导至汽车产业。 出口到中东市场的多家车企正面临严峻考验——被迫调整生产和出口计划。与此同时，供应链和运输等成本升高，整车、零部件等汽车产业链条承压。 “风浪越大鱼越贵” “目前船运都暂停了，原本的计划被打乱。从目前形势来看，船期已经紊乱，要等形势好点才能发货。”贸易商刘钊向第一财经记者表示。 今年2月，刘钊与中东客户达成合作，拿下一笔100辆汽车的订单。按照合同约定，客户在2月中旬已支付20%定金，计划春节后等客户支付尾款、确定船期后发货。“冲突爆发后，中东地区一些关键港口暂停运营。目前还在观望，虽然霍尔木兹海峡有了通航消息，但运费大幅上涨，加上形势不稳定，即便通航也不敢发货。” 刘钊表示，此前还有一批零部件订单未完成，幸好春节前没发货，否则就遇到大麻烦了。他还告诉记者，由于计划被打乱，对于已经支付定金的订单，他已向国内主机厂申请暂缓排产，一旦形势好转就立即安排生产，尽快交付客户。 中东是中国汽车出口的热门地区，也是众多贸易商的掘金之地。乘联分会数据显示，近五年来，中国汽车出口到中东市场的数量快速增长。2021年至2025年，出口量分别为22.6万辆、49.8万辆、66.8万辆、99.3万辆和140万辆。 目前，长城、奇瑞、吉利等多家头部车企在中东市场布局，部分车企在当地建立起完善的销售渠道、售后服务网络，同时推进本土化生产与研发，进一步提升品牌竞争力。 乘联分会秘书长崔东树认为，霍尔木兹海峡受阻带来的运费与保险成本飙升、交付周期拉长，主要影响短期整车直运节奏。但中国车企已快速应对：转向阿曼、约旦等替代港口；增加中欧班列+陆运多式联运；加速沙特、埃及等地KD工厂投产。叠加中东对新能源与商用车的刚性需求，整体出口韧性强于预期。若海峡封锁超过3个月、红海航线持续中断，导致中东核心市场（阿联酋、沙特）交付大面积延误、订单取消，乘联分会才可能在季度数据跟踪后下调中东出口预期。考虑到去年以色列与周边武装冲突也较严峻，但并未大幅影响中国对以色列的汽车出口。目前仍以观察与动态评估为主，暂不做全年总量调整。 崔东树表示，短期中东危机对中国汽车出口影响不大，“风浪越大鱼越贵”。短期看，霍尔木兹海峡物流受阻、运费与保险成本剧增...