记者从阿联酋航空确认最新声明。3月5日至6日，将有超过100架次航班从迪拜起飞和返航。阿联酋航空确认，目前正在执行缩减后的航班计划，直至另行通知。这一安排基于区域性空域已部分重新开放，可供商业航班安全运行。3月5日至6日，将有超过100架次航班从迪拜起飞和返航，这些航班将运送迫切希望抵达最终目的地的乘客，以及生鲜货品和药品等重要物资。阿联酋航空将根据空域及所有运营条件的满足情况，逐步恢复航班计划。安全始终是首要考量。阿联酋航空表示，将持续密切关注形势，并相应调整运营安排。目前，乘客仅在有确认预订的情况下方可前往机场。（财联社）

Ranger Energy Services press release ( RNGR ): Q4 GAAP EPS of $0.05 misses by $0.05 . Revenue of $128.9M (-9.9% Y/Y) misses by $11.77M . More on Ranger Energy Services Ranger Energy: Built For The Downcycle, Levered To The Upside Seeking Alpha’s Quant Rating on Ranger Energy Services Historical earnings data for Ranger Energy Services Dividend scorecard for Ranger Energy Services Financial information for Ranger Energy Services

Broadcom beat first-quarter earnings expectations, trade court paves way for broad tariff refunds for businesses, Beige Book reports growth, and more news to start your day.

阿联酋国防部称其拦截了6枚弹道导弹和125架无人机 2026-03-05 19:40:00 来源： 同花顺7x24快讯 分享 文章提及标的 无人机 -- 阿联酋国防部称其拦截了6枚弹道导弹和125架无人机（885564）。(新浪财经)

Liquidia press release ( LQDA ): Q4 GAAP EPS of $0.15 misses by $0.05 . Revenue of $92.02M (+3051.4% Y/Y) beats by $4.53M . More on Liquidia Liquidia Appears Set For Strong 2026 On Further Share Gains Liquidia: Capturing Special Situation Gains And Longer-Term Gains Liquidia Corporation (LQDA) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Liquidia FY 2025 Earnings Preview MannKind, Liquidia fall as United Therapeutics mulls new treprostinil formulation

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday' Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

中东局势持续恶化，正将冲击波传导至全球半导体产业链核心。韩国——这一全球最重要的芯片生产基地之一——已率先发出警报。 周五，韩国执政党共同民主党议员Kim Young-bae在与三星电子、SK海力士高管及国内行业协会会面后，于电视发布会上公开表示， 中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。 韩国对中东能源的高度依赖，是此次风险敞口的根源所在。Kim Young-bae指出，韩国70%的石油供应来自中东地区。一旦该地区冲突持续升级，油价走高将直接推升韩国国内工业用电成本，而半导体制造属于高度耗能行业，电力成本的上涨将直接压缩芯片厂商的利润空间，并削弱其在全球市场的价格竞争力。 除能源外，半导体生产所需的关键原材料同样面临供应风险。Kim Young-bae表示，韩国半导体企业从中东采购氦气等核心生产材料，若相关供应受阻，将直接影响芯片产能。他同时强调，物流与运输成本上升将是中东局势带来的"最大问题"，航运路线受阻或运费大幅攀升，均可能对韩国芯片企业的供应链管理造成压力。 面对行业诉求，韩国政府已着手采取应对措施。Kim Young-bae表示， 他正在推进一项提案，计划根据各行业的具体需求，灵活动用国家战略石油储备。当局已向国内炼油商开放国家石油储备，以限制对工业生产的冲击。 法国巴黎银行分析师预计，韩国政府将推出更多支持措施以缓冲当前局势带来的经济冲击，并指出政府还可能考虑进一步下调燃油税。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

SAN FRANCISCO, March 5, 2026, 03:16 PST Astera Labs’ general counsel reported selling 10,000 shares, according to a Form 4 filing. The CEO dismissed concerns about a slowdown in AI spending by 2027. Management pointed to about a 200-basis-point drag on gross margins, citing pressure from the Amazon warrant along with shifts in product mix. Astera Labs’ general counsel unloaded 10,000 shares for roughly $1.17 million, according to a U.S. securities filing. Investors are sizing up the chipmaker’s prospects tied to AI data center demand. The stock climbed about 3.6% ahead of the open on Thursday. SEC The sale arrives with Astera Labs navigating a now-typical tension: demand for its high-speed connectivity chips in AI gear remains robust, but gross margin feels the squeeze. Shipping more hardware-forward products cuts in, and the hit from customer warrants on the books doesn’t help. CEO Jitendra Mohan said at a Morgan Stanley conference Tuesday that fears over an imminent AI slowdown seem “a bit exaggerated.” He characterized AI as still in its “very early innings.” Seeking Alpha According to the Form 4, general counsel and secretary Philip Mazzara sold his shares on March 2, with weighted average prices spanning roughly $113.85 up to $120.98. After these trades, his direct stake stood at 128,084 shares. The trades took place automatically, per the filing, under a Rule 10b5-1 plan set up on May 29, 2025. These arrangements use pre-set instructions, letting insiders execute trades without having to decide on the timing themselves. Speaking at the Morgan Stanley event, finance chief Mike Tate flagged a roughly 200 basis point hit to gross margin starting in the June quarter. One basis point equals one-hundredth of a percentage point. MarketBeat Tate flagged a change in Astera’s product mix, with more modules moving than before. These packaged hardware units, bundling chips with additional parts, usually bring in slimmer margins than selling standalone chips, the conferenc...

文章提及标的 信捷电气 -- 减持计划 -- 信捷电气（603416）公告，股东及高级管理人员过志强原持股255.26万股，占1.62%；减持计划（883921）首披露日2026年1月22日，已于2026年2月13日-3月5日以集中竞价减持53600股、大宗交易减持50万股，价格45.81～56.83元/股，合计减持55.36万股，占0.35%，套现2650.01万元，剩余84550股未减。其决定提前终止减持计划（883921），现持股199.9万股，占1.27%。

北自科技（603082）公告，上海证券交易所并购重组（885739）审核委员会于2026年3月4日召开2026年第3次审议会议，对公司拟发行股份及支付现金购买苏州穗柯智能科技有限公司100%股权并募集配套资金的申请进行了审议。审议结果为本次交易符合重组条件和信息披露要求。本次交易尚需中国证券监督管理委员会同意注册后方可实施，能否取得注册及时间存在不确定性。

格隆汇3月5日｜阿联酋国防部：阿联酋拦截了6枚弹道导弹和125架无人机。

格隆汇3月5日｜以色列警方和辛贝特发布正式警告称，我们已发现伊朗试图通过网络招募以色列人的行径。我们正致力于逮捕涉嫌与伊朗情报机构有关联的以色列人。

本期沙龙将从政策解读、合规风控、上市申报等多个维度，就企业科创板上市全过程进行深度解析与互动交流。 作为资本市场改革和支持我国新质生产力发展的前沿阵地，科创板市场加速扩容。目前，科创板上市公司已超过600家，总市值突破10万亿元。 为充分发挥科创板对激活新质生产力动能的作用，为助推高成长企业发展提供支撑，陆家嘴金融沙龙2026年第四期活动将以《科创未来·资本赋能——科创板上市全攻略》为主题，于3月7日在上海浦东举行。 本期沙龙特邀科创板专业服务机构、科创板上市企业及拟上市企业代表，从政策解读、合规风控、上市申报等多个维度，就企业科创板上市全过程进行深度解析与互动交流。沙龙旨在营造科创产业与资本市场相互赋能、同频共振的良性生态，推动科创板上市企业中的“浦东方阵”持续提质扩容。 国泰海通证券业务总监、投资银行业务委员会总裁郁伟君担任本次沙龙主嘉宾，届时将发表主旨演讲。郁伟君从事投资银行业务二十余年，目前担任国泰海通证券股份有限公司业务总监、投资银行业务委员会总裁，分管公司的投资银行业务与战略客户服务。从业以来，郁伟君作为项目负责人及保荐代表人，辅助上市公司实现资本市场融资近千亿元，实现企业并购重组总额近千亿元。 另有四位来自企业、创投、律所的对话嘉宾，将立足自身领域，进一步就科创板上市分享实践经验与见解。 倪亮萍，上海奥浦迈生物科技股份有限公司董事、首席财务官、副总经理，在财务管理领域具有较高的专业水平和卓有成效的实践经验。 陈轶青，集益威半导体（上海）股份有限公司首席财务官、董事会秘书，深耕资本市场与财务管理领域20年，擅长企业IPO上市、投融资、市值管理、财务数字化及全球化财务体系搭建，在生物医药、半导体、高端制造业等多行业积累了丰富的资本运作与财务管控实战经验。 张思培，云锋基金执行董事，专注于人工智能、先进制造等科技板块的投资和并购，主导和参与对紫光展锐、依图科技、熠知科技、追觅科技、Xreal等多家知名科技企业的投资。 余云波，德恒律师事务所上海办公室合伙人、跨境业务部负责人、证券委委员，具备中国律师、注册会计师、注册税务师资格，专注于IPO等境内外证券与资本市场业务；善于融合法律、财务与税务的跨界视角，为科创企业提供全流程、定制化资本法律服务。 在行业对话环节，与会嘉宾还将围绕科创板上市筹备要点与关键节点展开深入探讨。 对话主题包括：科创板对企业技术先进性、...

比亚迪以一次重大技术升级，向外界发出明确信号：距第一代刀片电池问世整整六年之后，这家全球最大新能源车企正以全面革新的电池产品重新定义磷酸铁锂技术的边界。 3月5日， 比亚迪发布第二代刀片电池及闪充技术。 比亚迪董事长王传福在当日晚间的技术发布会上表示， 第二代刀片电池从10%到70%的充电速度仅5分钟，从10%到97%的充电速度仅9分钟，创下全球量产车型最快充电速度。 现场实测视频显示，比亚迪海豹07EV从10%充至97%，全程仅用时8分44秒。针对低温充电难题，该电池在哈尔滨-20℃极寒环境下，从20%充至97%也仅需12分钟。 比亚迪同步公布了“闪充中国”战略，计划到2026年年底建设落成2万个闪充站。 此次发布直接关乎比亚迪在国内新能源市场的竞争地位。在过去六年间，宁德时代以近乎年年迭代的节奏持续抢占电池技术的舆论高地。第二代刀片电池的登场，意味着比亚迪正式以一款量产级产品，正面回应来自竞争对手的压力。 充电效率大幅跃升，低温表现成核心卖点 充电速度是本次发布的核心叙事。官方数据显示，第二代刀片电池支持最高8C充电速率，理论峰值功率可达480kW，常温下从10%充至70%仅需5分钟，从10%充至97%耗时9分钟。 王传福解释，电池充电至97%而非100%，是特意预留3%的电量冗余，用于刹车动能回收，有助于进一步降低车辆能耗。 低温补能效率同样是比亚迪重点强调的差异化优势。在零下30摄氏度的低温舱冷冻24小时后，该电池从20%充至97%用时不到12分钟，较常温环境仅增加约3分钟。这一数据直接针对新能源汽车在寒冷地区冬季充电效率大幅下降的痛点。 目前，包括仰望U7、海豹07等全价位段车型已覆盖该技术，其中充电最快的车型仅需10分29秒即可完成高效补能。 能量密度与电芯架构全面重构 从技术参数来看，第二代刀片电池并非对第一代产品的渐进式改良，而是一次底层架构的重建。 能量密度方面，新电池达到约200Wh/kg，较第一代刀片电池提升约50%，跻身主流三元锂电池水准，官方亦表示相较上代提升5%。电压平台从3.2V升级至3.8V，更高的单颗电芯电压意味着在相同带电量下，电芯数量更少、系统架构更简洁，兼具降成本与提升热管理可控性的双重效益。 在循环寿命方面，第二代刀片电池理论循环次数可达4000次，对应约15年用车周期，较前代产品显著提升。 这些参数的组合意味着，比亚迪在保...

格隆汇3月5日｜古巴能源部：正在将发电并入电网。

文章提及标的 东方电气 -- 东方电气（600875）公告，公司A股股票连续三个交易日(即2026年3月3日、3月4日、3月5日)收盘价格涨幅偏离值累计达到20%。经公司自查，并向公司控股股东书面核实，确认截至本公告披露日，不存在应披露而未披露的重大事项。

Palantir Technologies PLTR shares climbed more than 4% on Wednesday as demand for artificial intelligence tools used in military and intelligence operations increased amid rising geopolitical tensions. Investor attention has also shifted after U.S. agencies were directed to stop using certain AI tools from Anthropic following disagreements over safety restrictions tied to military applications. The move could create opportunities for Palantir, which already supplies data analytics platforms to defense agencies. Palantir operates Maven Smart Systems, a software platform used by the U.S. military to analyze battlefield data and assist with operational decision-making. Analysts say the company's willingness to support defense-focused AI programs may position it to secure additional government contracts if agencies shift spending away from competing providers. Recent contract activity and government demand appear to support that outlook. Palantir reported U.S. government revenue rose 66% in its latest quarter, reflecting continued adoption of its analytics tools across defense and security agencies. Moreover, the Department of Homeland Security awarded the company a contract of up to $1 billion over five years, allowing agencies such as the Secret Service and FEMA to purchase its software more easily. This is occurring because investors consider defending AI systems as one of the hot spots of government technology budgets.

This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) shares climbed more than 4% on Wednesday as demand for artificial intelligence tools used in military and intelligence operations increased amid rising geopolitical tensions. Investor attention has also shifted after U.S. agencies were directed to stop using certain AI tools from Anthropic following disagreements over safety restrictions tied to military applications. The move could create opportunities for Palantir, which already supplies data analytics platforms to defense agencies. Palantir operates Maven Smart Systems, a software platform used by the U.S. military to analyze battlefield data and assist with operational decision-making. Analysts say the company's willingness to support defense-focused AI programs may position it to secure additional government contracts if agencies shift spending away from competing providers. Recent contract activity and government demand appear to support that outlook. Palantir reported U.S. government revenue rose 66% in its latest quarter, reflecting continued adoption of its analytics tools across defense and security agencies. Moreover, the Department of Homeland Security awarded the company a contract of up to $1 billion over five years, allowing agencies such as the Secret Service and FEMA to purchase its software more easily. This is occurring because investors consider defending AI systems as one of the hot spots of government technology budgets.

格隆汇3月5日｜据36氪，今年1月底，奔驰管理层开始不断出现在吉利杭州湾研发中心，从多位产业人士处了解到，两家车企巨头正在商谈一场整车电子电气级别的合作。2月初，吉利管理层又带着翻译人员前往上海金桥，与奔驰进一步敲定了合作方向。目前，双方已经达成共识，奔驰将基于吉利的GEEA4.0电子电气架构，开发全新的电动车平台。从多位与奔驰有业务往来的知情人士处获悉，奔驰已经启动了一个代号为“凤凰”的新平台，支撑全球的入门级电动车型，正是这个全新平台，将融合吉利GEEA4.0架构。

Picton Mahoney Asset Management reduced its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 43.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 30,013 shares of the company's stock after selling 22,885 shares during the quarter. Picton Mahoney Asset Management's holdings in Palantir Technologies were worth $5,476,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Occidental Asset Management LLC increased its holdings in Palantir Technologies by 2.8% during the third quarter. Occidental Asset Management LLC now owns 1,964 shares of the company's stock valued at $358,000 after buying an additional 53 shares during the last quarter. Gallacher Capital Management LLC grew its position in shares of Palantir Technologies by 2.2% during the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company's stock valued at $447,000 after acquiring an additional 53 shares during the period. Bare Financial Services Inc grew its position in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after acquiring an additional 55 shares during the period. Lionshead Wealth Management LLC increased its stake in shares of Palantir Technologies by 0.4% in the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company's stock worth $2,395,000 after purchasing an additional 56 shares in the last quarter. Finally, Ellenbecker Investment Group raised its holdings in Palantir Technologies by 3.6% in the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company's stock worth $295,000 after purchasing an additional 57 shares during the period. Hedge funds and other institutional investors own 45.65% of the company...

Neither the author, Tim Fries, nor this website, The Tokenist, provide financial advice. Please consult our website policy prior to making financial decisions. Broadcom Inc. (AVGO) shares surged approximately 7% in premarket trading on Thursday, March 5, 2026, after CEO Hock Tan declared the company has clear visibility to surpass $100 billion in AI chip sales by 2027. The announcement came on the heels of a record-breaking fiscal Q1 2026 earnings report, where the company posted $19.3 billion in revenue and AI semiconductor sales that more than doubled year-over-year. The bold forecast positions Broadcom as a formidable challenger to Nvidia’s dominance in the AI accelerator market, backed by high-profile chip partnerships with OpenAI, Anthropic, Google, and Meta. With a new $10 billion share repurchase program also announced, Broadcom sent a confident signal to investors navigating an increasingly scrutinized AI spending landscape. Broadcom’s AI Strategy Challenges Nvidia’s Dominance During Broadcom’s Q1 2026 earnings call, CEO Hock Tan stated the company has “line of sight” to exceed $100 billion in AI chip revenue in 2027, a figure that would represent a massive leap from the $20 billion the company reported in AI sales for all of 2025. For the current fiscal Q2, Broadcom projects AI chip revenue of $10.7 billion alone, underscoring the accelerating pace required to reach that annual target. The company also confirmed it has secured the supply chain necessary to support this scale of production, adding credibility to what might otherwise seem like an aspirational milestone. Broadcom’s AI chip strategy centers on custom-built semiconductors, covering both AI accelerators and networking chips, serving as a direct alternative to Nvidia’s off-the-shelf GPU-based solutions. Key client commitments include delivering over 3 gigawatts of tensor processing units to Anthropic in 2027, and shipping OpenAI’s first custom AI chip, exceeding 1 gigawatt of computing capacity, i...

Mcdonald Partners LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 55.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,512 shares of the information services provider's stock after selling 14,457 shares during the quarter. Mcdonald Partners LLC's holdings in Alphabet were worth $2,805,000 as of its most recent SEC filing. Several other large investors have also added to or reduced their stakes in the business. University of Illinois Foundation acquired a new position in shares of Alphabet during the 2nd quarter worth about $31,000. Manning & Napier Advisors LLC acquired a new stake in shares of Alphabet in the third quarter valued at about $32,000. Horrell Capital Management Inc. raised its holdings in Alphabet by 100.0% during the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock worth $35,000 after acquiring an additional 100 shares in the last quarter. Tripletail Wealth Management LLC bought a new stake in Alphabet during the third quarter worth about $40,000. Finally, Decker Retirement Planning Inc. boosted 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 purchasing an additional 95 shares during the last quarter. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Analysts Set New Price Targets Several research analysts have weighed in on GOOG shares. Raymond James Financial raised Alphabet from an "outperform" rating to a "strong-buy" rating and boosted their price target for the stock from $315.00 to $400.00 in a research report on Thursday, January 22nd. Wedbush reissued an "outperform" rating and issued a $370.00 target price on shares of Alphabet in a research note on Thu...

Griffith & Werner Inc. purchased a new position in Alphabet Inc. (NASDAQ:GOOG - Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 21,447 shares of the information services provider's stock, valued at approximately $5,223,000. Alphabet comprises approximately 2.8% of Griffith & Werner Inc.'s portfolio, making the stock its 14th largest position. Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Alphabet by 5.6% in the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock valued at $22,901,000 after buying an additional 6,410 shares during the last quarter. Ignite Planners LLC grew its stake in Alphabet by 1.0% during the 2nd quarter. Ignite Planners LLC now owns 14,506 shares of the information services provider's stock valued at $2,697,000 after acquiring an additional 144 shares in the last quarter. Sequoia Financial Advisors LLC raised its holdings in Alphabet by 7.4% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 594,959 shares of the information services provider's stock valued at $105,540,000 after acquiring an additional 41,132 shares during the last quarter. Westside Investment Management Inc. lifted its stake in Alphabet by 0.6% in the 2nd quarter. Westside Investment Management Inc. now owns 32,561 shares of the information services provider's stock worth $5,771,000 after purchasing an additional 196 shares in the last quarter. Finally, Hunter Associates Investment Management LLC lifted its stake in Alphabet by 5.7% in the 2nd quarter. Hunter Associates Investment Management LLC now owns 18,114 shares of the information services provider's stock worth $3,217,000 after purchasing an additional 975 shares in the last quarter. 27.26% of the stock is owned by institutional investors and hedge funds. Get Alphabet ale...