格隆汇3月4日｜全球油气能源LOF跌超8%，华宝油气LOF、南方原油LOF、石油基金LOF均跌超6%，石油LOF、原油LOF易方达、嘉实原油LOF均跌超5%。

据赢商网统计， 2026年湖北预计有22个集中式商业项目开业，将给市场带来超159.26万方体量 ，其中3万平方米以上项目有21个，商业供给端持续扩容的同时，品质与规模兼备的特征显著。 （文末附2026年湖北筹开集中式商业项目盘点清单） 从城市布局来看， 2026年湖北增量市场呈现出省会引领、地市崛起的均衡态势，武汉、宜昌、黄冈、荆门、十堰、襄阳、黄石7城均有新项目入市。 省会武汉依旧是商业核心阵地，2026年将有9个新项目开业 ，但对比2022-2025年开业数据，新增项目数量呈下降趋势；反观地级市商业发展势头迅猛，新开项目比重显著提升，其中 宜昌表现尤为亮眼，2026年将有4个项目亮相 ，成为地市商业升级的典型代表。 商业体量方面， 中小体量“小而美”项目成为市场主流，精准匹配当下消费需求与区域发展特点。其中5万方以下的小型项目有9个，数量持续增多；5-10万㎡（含5万㎡）数量有9个，占比40.1%，为各区域消费核心提供核心支撑；10-15万㎡（含10万㎡）数量为4个，仅有武汉光谷万象天地一个项目体量超过20万方，以26万方的超大体量成为2026年湖北商业的“体量标杆”。 01. 2026年湖北增量市场的关键词 关键词一：城市更新与存量改造 2026年，湖北商业市场深化调整，城市更新与存量改造成为商业发展的核心关键词， 近四成项目是城市更新类、存量改造类项目 ，存量商业焕新升级的浪潮持续热辣。 城市更新项目以 武汉楚宝天地、汉阳龟北项目、宜昌古今・大南门街区 为代表，通过改造工业厂房、翻新历史风貌区等举措，实现空间功能与文化价值的双重激活，让老城区重获商业新生，再造出新时代的辉煌。 存量改造项目则以 武汉Happy站台C馆、武汉绿地·新田360、黄石临空奥莱国际广场、襄阳WS江豚生活家 为代表，通过更换运营方、全面业态调改等方式，迭代经营策略与发展方向，让存量资产重新释放商业活力。 显然，商业存量时代，行业发展逻辑已从增量开发主导转向存量焕新驱动。通过空间改造、业态升级与运营提效激活存量资产价值，不仅是湖北商业应对市场周期波动的重要举措，更成为各大商业主体挖掘长期增长潜力的核心战略。 关键词二：POD与“公园+” POD（公园式商业）模式风头正劲，公园生态基底、绿色建筑标准、自然景观融合，已然成为2026年湖北商业开发的核心标配，各大项目将自然生态与商业消费深度...

文章提及标的 能源 -- 原油 -- 华宝油气LOF -- 石油主题LOF集体回调，全球油气能源（850101）LOF跌超8%，华宝油气LOF（162411）、南方原油LOF、石油基金LOF均跌超6%，石油LOF、原油LOF易方达、嘉实原油LOF均跌超5%。

韩国交易所启动熔断机制，暂停Kospi指数和Kosdaq指数交易20分钟，这两个基准股指此前暴跌超过8%。 韩国交易所在监管文件中称，Kospi指数股票交易自首尔时间11：19起暂停20分钟，Kosdaq指数股票交易自当地时间11：16起暂停。 责任编辑：于健 SF069

兩會｜學者戴斌：內地客屬香港旅遊業基礎 促業界適應新變化 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】全國政協委員、中國旅遊研究院院長戴斌說內地旅客是香港旅遊業不能失去的基礎市場，香港要提升旅遊業品質。 戴斌：「那我們今天香港的旅遊業之所以內地會有些看法，可能要適應『散客化』時代的到來，還有內地人的經濟社會發展水平、人民生活水平提高以後，他可能對香港的一些仰視可能變成平視。我們一定要適應這個變化，更好發揮香港旅遊業議會等這輛三駕馬車的作用，真的把香港的品質提起來，內容要創新。」

全国政协委员、中信资本董事长张懿宸在2026全国两会建言中提出，支持持有优质产业资源的并购基金与产业上下游上市公司开展并购重组（885739）合作；监管部门应正视并购基金合理退出诉求，不将其退出属性与"耐心资本"简单对立，重点考察管理人长期运营能力；通过完善并推广S基金、接续基金等工具，为存续期届满基金提供合规退出渠道，确保退出不影响长期产业整合规划；鼓励并购基金积极参与零售、供应链、现代服务业等具有显著规模效应和上下游产业升级需求的行业整合。(科创板日报)

韩国综合股价指数（KOSPI） 下跌8%触发熔断机制，交易暂停20分钟。韩国证券期货交易所再次短暂暂停韩国综合指数和KOSDAQ交易。 韩国综合股价指数（KOSPI） 下跌8.1%，创2024年8月以来最大日内跌幅。 责任编辑：王永生

中東局勢｜鄭志剛：對中東市場仍有信心 港屬非常好資金避風港 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】中東局勢緊張，全國政協委員鄭志剛指對中東市場仍有信心，認為香港是非常好的資金避風港。 鄭志剛：「中東的布局暫時我覺得未來是可以的，都有信心的。始終中東的經濟體系很大部分都是成熟，所以對未來我們都是審慎樂觀。香港如果繼續做回我們自己的本份，作為一個超級聯繫人、內聯外通的角色，繼續發揮香港國際金融中心的地位，反而我覺得香港是非常好的資金避風港。」 盧金榮：「現在當然全球不確定性，香港很好，仍然是經濟很強勁、很穩定，所以投資非常有信心。香港接下來亦看到樓市、股市都是很穩定，相信未來發展越來越好，最重要是配合十五五發展。」

格隆汇3月4日｜今日电网设备板块大爆发，电网设备ETF(159326)飙涨4.68%，彻底反包昨日4.19%跌幅，盘中获资金净申购3.35亿份，截至昨日，连续8日获资金净申购，合计净流入74.48亿元。有色金属ETF基金(516650)同样反弹上涨1.43%，昨日下跌5%之际获3.4亿资金净流入。 消息面上： ①中东冲突继续拉锯，霍尔木兹海峡几近“断流”，对大宗商品供给造成影响，刚刚现货黄金突破5190美元，日内涨2.00%。 ②AI资本支出将带动电网投资需求持续旺盛，“十五五”规划周期内，电网投资或将迎来刚性增长。公开数据显示，预计“十五五”国家电网投资额或将达4万亿元。 高盛、摩根斯丹利同步看好HALO交易，AI时代资金正在涌向HALO实体资产，比如电网、管道、公用事业、交通基建及关键工业产能。 相关产品： 特高压权重高达66.28%+智能电网含量55%+可控核聚变含量14%”：电网设备ETF(159326)，权重股包括国电南瑞（国内电网智能龙头）、特变电工（全球特高压设备核心供应商）、思源电气（电力设备研发与制造）等，最新规模突破255亿元，创成立以来历史新高，稳居全市场规模最大的电网类ETF。 均衡配置主流金属：有色金属ETF基金(516650)，跟踪的细分有色指数，成份股均衡配置铜、铝、黄金、稀土、锂，金铜铝合计含量为63%，居全市场有色指数第一。

格隆汇3月4日｜A股市场农业股逆势普涨，其中，亚盛集团涨停，农发种业逼近涨停，神农种业涨超6%、登海种业、隆平高科、万象德农、敦煌种业涨超3%。

格隆汇3月4日｜截至早盘收盘，日经225指数跌3.9%，东证指数跌4.2%。

格隆汇3月4日｜黑石集团就40亿美元新世界协议进行的谈判因控制权问题陷入僵局。

格隆汇3月4日｜国投白银LOF开跌3%，成交额超1.3亿。

Xiaomi Corp has shared that it deployed humanoid robots in its EV assembly plant as the auto industry looks towards incorporating robotics into production activities. 3 Hours Of Autonomous Operations The Chinese tech giant shared that the humanoid robots it deployed successfully achieved 3 hours of autonomous operations, placing self-tapping nuts in the die-casting workshop, CnEVPost reported on Monday, citing a post on Chinese social media platform Weibo by Xiaomi. The robots achieved a 90.2% success rate at the task, the report said. Xiaomi is reportedly considering other applications for its robots, which incorporate a Vision-Language-Action (VLA) approach combined with reinforcement learning. Don't Miss: The report also cited Xiaomi CEO Lei Jun, who, in a post on the Chinese social media platform WeChat, predicted that the tech company would see more humanoid robots being deployed at its production facilities in the next five years. Robotics And Chinese Auto Makers The news comes as more auto manufacturers are entering the robotics sector, with Xpeng Inc. announcing that it was establishing a facility in Guangzhou, China, to target large-scale production of its IRON humanoid robot by the end of 2026. Meanwhile, Xpeng also aims to produce over 1 million units of the IRON robot by the end of the decade and has touted deploying the robot in sectors like tour guiding, retail services and more. See Also: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company Tesla's Optimus, Boston Dynamics' Atlas Tesla Inc. CEO Elon Musk also shared that the company faces its biggest competitive threat in the robotics sector from Chinese companies. Musk has been bullish on Tesla's Optimus, sharing that the robot could become the first-ever von Neumann probe and aid colonization efforts on other planets in Space. Musk had also shared plans to establish an Optimus Academy to train the robot by using Tesla’s reality generator. The Optimus academy would help ...

(RTTNews) - Accel Entertainment Inc. (ACEL) announced earnings for its full year that Increased, from the same period last year The company's earnings came in at $51.47 million, or $0.60 per share. This compares with $35.25 million, or $0.41 per share, last year. The company's revenue for the period rose 8.1% to $1.331 billion from $1.231 billion last year. Accel Entertainment Inc. earnings at a glance (GAAP) : -Earnings: $51.47 Mln. vs. $35.25 Mln. last year. -EPS: $0.60 vs. $0.41 last year. -Revenue: $1.331 Bln vs. $1.231 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇3月4日｜印尼央行已入市干预以支撑印尼盾，此前伊朗战事引发新兴市场承压。印尼央行高级副行长Destry Damayanti周三在声明中表示：“印尼央行将继续出现在市场中，以维持汇率稳定，并防止中东冲突升级带来的影响。”她表示，央行将继续在离岸无本金交割远期市场，以及在岸无本金交割远期、现货和债券市场实施“坚定且持续的干预”。伊朗战事正在削弱投资者对风险资产的偏好，促使印度和土耳其央行也在周一入市干预以捍卫本国货币。由于印尼约一半的石油需求依赖进口，油价上涨正在加剧市场对通胀和贸易逆差扩大的担忧。

Xiaomi Corp has shared that it deployed humanoid robots in its EV assembly plant as the auto industry looks towards incorporating robotics into production activities. 3 Hours Of Autonomous Operations The Chinese tech giant shared that the humanoid robots it deployed successfully achieved 3 hours of autonomous operations, placing self-tapping nuts in the die-casting workshop, CnEVPost reported on Monday, citing a post on Chinese social media platform Weibo by Xiaomi. The robots achieved a 90.2% success rate at the task, the report said. Xiaomi is reportedly considering other applications for its robots, which incorporate a Vision-Language-Action (VLA) approach combined with reinforcement learning. Don't Miss: The report also cited Xiaomi CEO Lei Jun, who, in a post on the Chinese social media platform WeChat, predicted that the tech company would see more humanoid robots being deployed at its production facilities in the next five years. Robotics And Chinese Auto Makers The news comes as more auto manufacturers are entering the robotics sector, with Xpeng Inc. announcing that it was establishing a facility in Guangzhou, China, to target large-scale production of its IRON humanoid robot by the end of 2026. Meanwhile, Xpeng also aims to produce over 1 million units of the IRON robot by the end of the decade and has touted deploying the robot in sectors like tour guiding, retail services and more. See Also: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company Tesla's Optimus, Boston Dynamics' Atlas Tesla Inc. CEO Elon Musk also shared that the company faces its biggest competitive threat in the robotics sector from Chinese companies. Musk has been bullish on Tesla's Optimus, sharing that the robot could become the first-ever von Neumann probe and aid colonization efforts on other planets in Space. Musk had also shared plans to establish an Optimus Academy to train the robot by using Tesla’s reality generator. The Optimus academy would help ...

Oracle (ORCL) is back in the spotlight as multiple securities fraud class action lawsuits, heavy AI infrastructure spending, and fresh analyst upgrades collide to raise new questions about risk, funding needs, and long-term opportunity. Those class action filings and funding headlines have come during a period of weaker momentum, with a 30 day share price return of 9.46% and a 90 day share price return of 28.27%. This contrasts with the 3 year total shareholder return of 74.83% and 5 year total shareholder return of 119.67%, highlighting how different shorter swings can look from the longer record. If Oracle's AI push has caught your attention, it could be worth widening the lens to other infrastructure plays using our . This highlights companies tied to the same theme but with very different profiles. With Oracle shares down 4.4% over the past year but still carrying an intrinsic discount of roughly 7% and trading well below average analyst targets, you have to ask: is there genuine value here, or is the market already baking in years of AI driven growth? Advertisement Most Popular Narrative: 61.8% Undervalued Oracle's most followed narrative pegs fair value at $389.81 versus the last close at $149.01, a gap that puts its AI build out in sharp focus according to TickerTickle. The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape. Want to see what kind of revenue mix, margin profile, and AI infrastructure scale are baked into that gap between price and fair value? The narrative focuses on long dated cl...

Seoul will offer its patented artificial intelligence system, which automatically detects and reports sexually exploitative content online, free of charge to institutions across South Korea The technology, first introduced in 2023, uses 24-hour real-time monitoring to automatically identify unlawful sexual images and videos on illicit websites and social media, request their removal and block re-uploads, according to the Seoul Metropolitan Government on Tuesday. City officials say the first transfer agreement has been signed, opening the door for central government agencies, local governments and even private companies working for the public interest to adopt the system. Non-profit organisations based abroad may also be able to use the technology, given the cross-border nature of digital sex crimes. Advertisement Seoul’s AI tool has been recognised at home and abroad, winning a top presidential award in a government innovation competition in 2023 and the UN Public Service Award the next year. It has also secured national patents and copyright registration. Since the programme was completed in March 2023, and deployed at the Seoul Digital Sex Crime Support Centre, city authorities have added facial recognition technology and an automatic reporting system. A police officer posts a notice showing how to detect illegal spycams inside a women’s restroom in Hanam, Gyeonggi province, on October 20, 2025. Photo: Hanam Police Station The technology cuts average processing time from about three hours to just six minutes, making deletion roughly 30 times faster than manual searches and more than doubling detection accuracy. As a result, the number of deletion-support cases handled by the centre jumped from 2,509 in 2022 to 15,777 in 2025.

文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，沪深京三市成交额超1.2万亿元，较上日此时缩量3727亿元，预计全天成交金额约2.4万亿元。截至目前，沪市成交额5581亿元，深市成交额6309亿元，北证50成交额110亿元。

中芯國際(00981)出現大手賣出17.85萬股，成交價$62.0，涉資1.107千萬 AASTOCKS.com

军工装备板块震荡冲高，航天彩虹涨停 2026-03-04 10:29:55 来源： 同花顺7x24快讯 分享 文章提及标的 国科军工 -- 军工 -- 中无人机 -- 江龙船艇 -- 广联航空 -- 捷强装备 -- 军工（885700）装备板块震荡冲高，航天彩虹（002389）涨停，中无人机（688297）涨超10%，海兰信（300065）、国科军工（688543）、广联航空（300900）、江龙船艇（300589）、捷强装备（300875）跟涨。相关ETF方面，军工龙头ETF(512710)涨2.1%，成交额3.99亿元，军工ETF广发（512680）(512680)涨1.98%，成交额1.67亿元。

据扬州日报消息，3月1日，扬州市首届人工智能发展大会召开。市委书记王进健在讲话时化身“推介官”，邀请与会嘉宾共同欣赏由人工智能技术创作的多件作品。王进健强调，人工智能不仅是一次技术层面的迭代升级，更是生产力与生产关系的系统性变革：将“周”压缩为“分钟”，让“专业门槛”转变为“人人可用”。 会议首项议程是观看人工智能专题视频，市长郑海涛特意说明，这部视频并非传统摄制，而是依据文字脚本，运用多模态大模型自动生成，生动展现了从人类历史上四次技术革命，到人工智能在扬州多领域广泛应用的图景。 整场会议，从政策解读到项目路演，从交流发言到会议总结，全程深度集成了AIGC、数字人、AI眼镜、无介质全息演讲提词器等10余项技术。这不仅仅是一场关于人工智能的工作部署会，更是一场由城市主政者亲身示范、深度参与的人工智能应用场景“示范课”。 扬州正在冲刺“万亿之城”——早在2023年，扬州就明确提出“十五五”期间实现地区生产总值过万亿元。在不久前公布的扬州市政府工作报告提到，2025年当地GDP已突破8000亿元。在此基础上，扬州明确提出，“十五五”期间的首要任务就是高质量迈入“万亿之城”行列。 如果将GDP超过8000亿元视为进入“准万亿”阵营的基准线，从已公布的数据来看，2024年，沈阳、厦门、绍兴、昆明、石家庄、潍坊等城市已明确越过此线；2025年，扬州、南昌、盐城的经济体量也相继突破8000亿元。 从8000亿到万亿，这不仅是一个规模的跨越，更是一场对城市发展模式、产业结构与内生动力的系统考验。纵观近年来顺利“晋级”的城市，一个较为明显的共性特征是新质生产力加速布局，新兴产业、高技术制造业及数字经济成为增长的共性引擎，增速普遍快于规上工业整体水平。 “加快发展新一代人工智能是我们赢得全球科技竞争主动权的重要战略抓手”。国家“十五五”规划建议指出，全面实施“人工智能+”行动，以人工智能引领科研范式变革，抢占人工智能产业应用制高点，全方位赋能千行百业。 今年初，江苏省委书记信长星在南京调研时也强调“要以时不我待、只争朝夕的紧迫感、责任感，全面实施‘人工智能+’行动”。此次发展大会上，扬州市委书记王进健更直言，对扬州而言，抢抓人工智能发展的机遇不是“选择题”，而是“必答题”，不是局部领域的战术选择，而是事关全局、长远和未来的战略工程。 布局早已开始，眼下全国已有多地成立人工智能管理机构...

Some Hong Kong residents stranded in the Middle East amid the US-Israeli attack on Iran have voiced frustration over repeated flight cancellations, rising hotel costs and dwindling phone data as they navigate rapidly changing emergency policies. As of Tuesday, at least 585 stranded Hong Kong residents had filed inquiries, including requests for information about itineraries and flight schedules, according to the Immigration Department. Four have since left the region. Data from aviation analytics firm Cirium showed that about 13,000 of roughly 32,000 flights scheduled to operate into and out of the Middle East had been cancelled since Saturday, when the US and Israel launched their attack on Iran. Advertisement On social media platform Threads, one user expressed frustration over repeatedly purchasing Emirates flights available online that were later cancelled and refunded. “Cancelled, refunded, reimbursing administrative fees – it keeps repeating,” the user wrote, adding an unhappy emoji. Advertisement The user also shared a photo of a WhatsApp conversation her friend had with the Immigration Department, which advised the individual to travel by road from Dubai, United Arab Emirates (UAE), to Oman and board a flight home.

中国移动发布全球首台超百T智算互联路由器样机 2026-03-04 10:26:31 来源： 同花顺7x24快讯 分享 文章提及标的 中国移动 -- 当地时间3月2日，在西班牙巴塞罗那世界移动通信大会(MWC)期间，中国移动（HK0941）发布原创Scale-Across技术——GSE-DCI(全调度以太网智算中心互联)，同时，发布全球首台超百T智算互联路由器样机，吞吐量达115.2Tbps。中国移动（HK0941）表示，本次发布是我国在跨智算中心互联网络核心技术领域的重大突破。(人民财讯)

東京高院維持統一教解散令 啟動教會清算程序 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】日本東京高等法院駁回統一教會上訴，發出解散令及啟動清算程序，統一教會考慮再上訴。 統一教會代表到法院聽取裁決，東京高等法院表示，統一教會非法募捐造成巨額財產損失和很多人精神痛苦，行為明顯違法，並可能仍繼續這種不法行為。裁定維持東京地方法院去年的判決，即時啟動解散令進行處理資產等清算程序。統一教會批評裁決不公，會考慮向最高法院上訴。