格隆汇3月3日｜兆易创新(603986.SH)公告称，公司拟作为有限合伙人以自有资金出资4亿元认购上海石溪兆易智芯创业投资合伙企业（有限合伙）基金份额，约占基金认缴出资总额的25.87%。该基金投资范围包括集成电路领域等。

3月3日，全国两会召开前夕，全国人大代表、上海国有资本投资有限公司党委书记、董事长袁国华向证券时报记者表示，今年他将带来加快构建统一科学数据库，赋能AI4S创新发展的建议。在他看来，科学智能(AI4S)作为人工智能（885728）驱动科学研究的新范式，是解决高维科学难题的关键，然而，当前高质量、标准化、可及性强的科学数据稀缺，已成为制约AI4S规模化落地的关键瓶颈。为此，袁国华从实施科学数据库工程、建立科学数据治理与流通标准以及探索科学数据价值多元激励与市场机制方面提出意见建议，以期更好赋能AI4S创新发展。(人民财讯)

文章提及标的 中国移动 -- 天邑股份 -- 天邑股份（300504）公告，近日，中国移动（600941）采购与招标网发布了《中国移动（600941）2026年智能家庭网关产品紧急集中采购项目_中选候选人公示》，公司为上述项目的中选候选人之一。标包1：第六候选人，拟中标份额10.82%；标包2：第五候选人，拟中标份额14.64%；标包3：第七候选人，拟中标份额8.96%；标包4：第五候选人，拟中标份额11.54%。

格隆汇3月3日｜由于中东地区冲突不断升级，威胁到用于化肥和镍加工的化学品供应，亚洲干硫磺贸易商正加紧寻找替代货源，以替换滞留在中东的供应。据三位贸易商透露，载有硫磺的船只仍被困在波斯湾。贸易商们正寻求替代供应以满足需求，但他们表示，加拿大等其他地区的供应量有限。这些贸易商补充称，他们一直接到来自印度尼西亚客户的急促电话，询问已在关键水道排队等候的货物情况以及未来的供应计划。这一通常被忽视的行业所面临的压力，凸显了商品市场各个角落正产生的供应冲击。全球约一半的海运硫磺贸易（每年约2,000万吨）源自海湾地区，且必须经过霍尔木兹海峡才能到达全球市场。沙特阿拉伯、阿联酋、卡塔尔、科威特和伊朗是主要的出口国。

Berenberg的Andrew Wishart在一份报告中称，中东局势发展带来的通胀走高风险可能会促使英国央行推迟3月份的降息。食品和大宗商品价格回落原本有望到4月份将整体通胀率降至2%。Wishart称，现在英国央行可能不得不等待服务价格通胀充分减速，以抵消能源价格带来的上行压力，然后才能再次降息。此外，他说，由于英国是能源净进口国，能源价格的持续上涨将扩大贸易逆差，并减少对英镑的需求。“英国央行会希望避免给该国货币带来任何会加剧通胀的额外下行压力。” 责任编辑：何云

Fidelity Enhanced Income Fund (GB00B7FLWH79.L) 風險 Yahoo 財經

文章提及标的 珠海冠宇 -- 珠海 -- 珠海冠宇（688772）公告，公司财务部初步测算，预计2026年1-2月实现营业收入22.06亿元至23.47亿元，同比增长45%至54%。2026年1-2月营业收入增长主要系公司市场拓展取得显著成效，客户份额得到有效提升。上述数据仅为初步核算数据，未经会计师事务所审计，具体数据以公司定期报告中披露的数据为准。

peshkov/iStock via Getty Images Introduction My previous coverage of Riot Platforms Inc. ( RIOT ) stock spans two articles, one in May, 2025 just briefly after the reciprocal tariff crash, where a lot of uncertainty remained whether we will see economic harm from the latter, causing me to warrant a more risk-averse stance on high beta names such as RIOT. In July, however, when the situation was much more clear, the economy continued to perform well, and publicly traded stocks continued to report strong earnings, it was clear that betting on Riot seems more appropriate. That's why I rated the stock a Buy, from which it is since up 39%. SA Riot Platforms just reported their Q4 2025 and FY2025 earnings today, so let's see if the stock is still worth betting on. Developments For the quarter, revenue came in at $152.83M, below the $158.05M consensus, but still up about 7.2 percent versus the $142.6M posted in Q4 2024. GAAP EPS printed at negative $2.03 versus an expected minus $0.22, a sharp swing from the prior year quarter, when EPS was about $0.44. Let's take a look at their income statement for the full-year comparison. Bitcoin mining revenue and engineering revenue both climbed up significantly, reaching $576M and $65M, respectively. Cost of bitcoin mining, even without depreciation and amortization, however, grew to $339M as well. SG&A rose from $266M to $298M, which is acceptable. Change in fair value of Bitcoin and derivatives, however, dropped significantly (as a gain), dragging down operating income to -$622M, compared to $154M last year. This portrays the inherent risk of investing in RIOT, its unpredictability. RIOT IR Taking depreciation and amortization into account, the cost to mine a Bitcoin was $91k. This is actually dropping as a percentage of production value of one Bitcoin mined. In 2025, this value is 90%, down from 108% last year. Still, fully costed gross profit (= gross profit less depreciation and amortization and power credits) is negative $101M...

shapecharge/E+ via Getty Images By Gary Zhu, CFA, Deanna Leighton, CFA and Douglas Lee Among our takeaways from the conference: consumer sector concerns seem to have eased. As industry experts convened at SFVegas 2026, the world’s largest structured-finance conference, insurers showed up in large numbers, underscoring growing exposure to securitized assets and private credit in portfolios. We also attended the event and returned with a few key takeaways. The sentiment toward the US economy and consumer was less cautious than we observed at the ABS East Conference in Miami in late 2025. While there are certainly still concerns about an economic slowdown, we didn’t notice any pronounced worries about recession risks over the next 12 months. Consumer Concerns Have Ebbed, but Headline Risk Lurks Worries about softening in the consumer sector have eased somewhat, likely because the rise in delinquencies has been gradual and measured. The balance sheet remains healthy, and the K-shaped US economy supports spending growth - with the highest earners providing a disproportionate share. AI will likely disrupt labor markets, and a few investors are wary that the higher-income jobs of prime consumers seem most vulnerable. Most, however, feel that this trend won’t play out for several years. Headlines seem like the bigger risk, which has investors looking to move up in the capital structure given their views on collateral quality. Attendees seem quite positive on commercial asset-backed securities (ABS) including container and aircraft, given their view of steady economic growth. Public ABS spreads will likely stay compressed, particularly with the lack of supply from credit cards resulting from the shadow of a proposed 10% interest-rate cap. This has been offset a bit by greater capital needs among unsecured consumers, as “buy now, pay later” lenders become a larger share of the market. AI Disruption Influences CLO and CMBS Views The “AI as a disruptor” theme filtered into chat...

全國人大常委李慧琼在北京見記者，指今次兩會意義重大，因有「十五五」規劃綱要審議及通過。 李慧琼提到，感謝港澳辦主任夏寶龍在新港澳辦大樓，親自接見港區全國人大代表和政協委員。李慧琼引述夏寶龍稱，十五五時期意義非凡，香港必大有作為，強調要珍惜來之不易的大好局面。

Top Analyst Reaffirms Buy Rating on Nvidia Stock (NVDA) After Coherent, Lumentum Investments TipRanks

格隆汇3月3日｜据央视，当地时间3月3日，巴基斯坦信息和广播部部长塔拉尔表示，截至3日10时，阿富汗方在巴基斯坦俾路支省对16个地点发起攻击，并在25个地点与巴军方展开交火。所有攻击均被巴军方有效击退，共造成27名阿方人员死亡，1名巴方人员死亡。在开伯尔-普什图省的夜间行动中，造成40名阿方人员死亡。当天，阿富汗国防部发言人表示，在阿富汗发起的报复性行动中，已有近150名巴基斯坦军方人员被打死，另有200多人受伤。另据阿富汗政府副发言人称，巴基斯坦的军事打击已导致110名平民死亡、123人受伤，其中大多数是妇女和儿童。

Former England captain Michael Vaughan says England have a better spin attack than India and he has a "funny feeling" Harry Brook's side will win Thursday's T20 World Cup semi-final in Mumbai. India came into the tournament as overwhelming favourites but were beaten by South Africa in the Super 8s phase and stuttered in the group stage. England are yet to produce a complete performance but have progressed to the last four with five successive wins, having come through a series of tight finishes. "They seem to have found a way of winning," Vaughan told the Test Match Special podcast. "The win against New Zealand, even though a dead rubber, to get over the line was a great effort."

格隆汇3月3日｜由于中东领空对民用航空仍大面积关闭，阿联酋航空旗下的空中客车A380超大型客机机队目前正散布在全球各地。这不仅凸显了伊朗战争带来的破坏，也反映了恢复常规服务的物流复杂性。根据航班追踪网站Flightradar24的数据，在阿联酋航空运营的116架双层客机中，只有约三分之一回到了迪拜大本营。其余飞机则停放在澳大利亚以及全球数十个机场。阿联酋航空运营的A380数量远超其他任何航空公司，这款巨型飞机已成为迪拜经济实力的标志。自周六以来，该航空公司被迫取消了 2000 多个航班，这对于一家以全天候运营和韧性自诩的运营商来说，是史上最严重的干扰之一。尽管该航司已开始执行一些有限的撤离航班，但常规商业运营仍处于取消状态。

格隆汇3月3日｜ST新华锦公告，截至公告披露日，新华锦集团及其关联方累计归还占用资金0元，资金占用解决方案未确定。鲁锦集团、新华锦集团已被法院裁定受理破产重整，占用资金存在清偿率低、无法全额清偿风险。公司股票自2026年2月26日开市起停牌，预计不超2个月。若停牌内未完成整改，上交所将对公司股票实施退市风险警示，复牌后2个月仍未完成，将终止上市交易。此外，公司及实控人因涉嫌信披违规被立案。

Themos Fiotakis, Barlcays' FX strategy and emerging markets macro strategy global head, says markets have not fully priced in the implications of a possible closure of the Strait of Hormuz of more than a couple of weeks. "I don't think we're priced yet either in terms of commodity prices or in terms of the implications of higher commodity prices," he tells Bloomberg Television. Fiotakis also discusses inflation worries amid continuing conflict in the Middle East. (Source: Bloomberg)

While the Nasdaq-100 has slipped 1.14% so far in 2026, the Roundhill Generative AI & Technology ETF has put up an 8.36% gain year-to-date through February 27. That gap is worth understanding, because the forces driving it are not guaranteed to hold. Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT) launched in May 2023 to solve ... The AI Conversation ETF That’s Outpacing the Nasdaq Right Now

格隆汇3月3日｜克里姆林宫发言人佩斯科夫：在中东局势紧张之际，美方在乌俄谈判中立场未见改变。

Brent futures are trading at the biggest premium to the Middle Eastern Dubai marker since 2022, after the global crude benchmark surged following attacks on Iran by the US and Israel. The exchange of futures for swaps, known as the EFS , was above $6 a barrel on Tuesday, according to brokers and traders. The gap was below $2 for most of last week, prior to the start of the conflict. While Brent has jumped, pricing for the over-the-counter Dubai benchmark has been muddled . Shipping through the Strait of Hormuz has grounded to a halt and disrupted crude flows from the region, which has resulted in lighter trading in the Middle East — including for Oman futures — due to supply uncertainty. Another element pushing prices higher is surging freight costs, as existing spare tonnage to carry oil — still being produced by the region’s suppliers — becomes increasingly scarce within the crude-rich waterway. “With the Strait of Hormuz still inactive, the clock is ticking: if it does not reopen within 21 days, upstream shut‑ins could begin,” JPMorgan Chase & Co. analysts including Natasha Kaneva wrote in a note.

由于中东地区紧张局势升级以及霍尔木兹海峡航运受扰，化肥市场面临重大供应风险。Kpler的分析师表示，“在全球关注油气价格飙升之际，另一场大宗商品危机正在上演。“据该数据提供商称，中东海湾地区供应全球约16%-18%的化肥贸易量，沙特、卡塔尔和阿联酋是主要出口国。现在，由于化肥船只能否安全通过霍尔木兹海峡以及海运保险条件存在不确定性，短期供应可能面临风险。这些分析师表示，“在供应来源有限、可替代航运路线稀少的情况下，全球化肥市场正感受到这场不断扩大危机带来的压力。” 责任编辑：何云

据央视新闻消息，巴基斯坦与阿富汗在两国边境地区的冲突加剧，导致双方大量伤亡。巴基斯坦信息部长塔拉尔称，阿富汗对巴基斯坦俾路支省多地发动攻击，造成67名阿富汗人员死亡，巴方则损失1人。而阿富汗国防部称，其报复行动导致近150名巴基斯坦军方人员死亡，超过200人受伤。此外，巴基斯坦的军事打击也导致阿富汗平民伤亡严重。近期两国关系持续紧张，巴基斯坦国防部长已宣布对阿富汗展开“公开战争”。

Amazon stated that this fee reduces as a merchant’s business expands on the platform. Credit: Amazon.com, Inc. or its affiliates. US retailer Amazon has extended its Seller Wallet service to seven European marketplaces, expanding the funds management feature beyond its original US launch. The e-commerce company confirmed that the tool is now accessible in regions such as Belgium, Germany, Ireland, the Netherlands and Spain. Through the service, merchants can retain, monitor and transfer proceeds in euros from European stores and in dollars from the US marketplace directly within Seller Central. Seller Wallet USD has been offered to global sellers operating in the US store since 2022. It enables them to keep earnings in US dollars, track balances in real time, pay suppliers and move funds to bank accounts when they choose. The newly launched Seller Wallet EUR delivers comparable capabilities for euro-denominated marketplaces and includes a simplified onboarding process. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Sellers using the system can arrange single transfers or schedule automatic payments on a weekly, fortnightly or monthly basis. Funds are transferred to a seller’s bank account, with a single charge applied to international transactions. Amazon stated that this fee reduces as a merchant’s business expands on the platform. Exchange rates are displayed before completing a transfer, and sellers are shown the overall cost in advance of confirmation. The service also enables merchants to use euro balances to pay suppliers in euros and to meet VAT liabilities across several European countries. Dollar balances may be used to pay suppliers in the US or Hong Kong. The company said the expansion is designed to let global selling partners hold, manage, and transfer proce...

Golden Reserve Retirement LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,998 shares of the iPhone maker's stock, valued at approximately $549,000. Apple makes up about 0.1% of Golden Reserve Retirement LLC's investment portfolio, making the stock its 7th biggest position. Get Apple alerts: Sign Up A number of other hedge funds also recently bought and sold shares of AAPL. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its stake in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in Apple in the fourth quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC raised its stake in Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after buying an additional 125 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Apple Stock Up 0.2% Shares of Apple stock opened at $264.72 on Tuesday. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a market cap of $3.89 trillion, a P/E ratio of 33.47, a PEG ratio of 2.36 and a beta of 1.10. The company has a debt-to-equ...

L.M. Kohn & Company decreased its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 86.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,622 shares of the iPhone maker's stock after selling 125,174 shares during the period. Apple accounts for approximately 6.0% of L.M. Kohn & Company's holdings, making the stock its biggest holding. L.M. Kohn & Company's holdings in Apple were worth $4,996,000 as of its most recent SEC filing. Get Apple alerts: Sign Up A number of other hedge funds have also recently added to or reduced their stakes in AAPL. Norges Bank acquired a new stake in shares of Apple in the second quarter valued at approximately $38,942,255,000. Nuveen LLC bought a new position in Apple in the 1st quarter valued at $17,472,482,000. PKS Advisory Services LLC increased its stake in shares of Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock valued at $12,106,000 after buying an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC raised its position in shares of Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp lifted its stake in shares of Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the period. Institutional investors own 67.73% of the company's stock. Apple News Roundup Here are the key news stories impacting Apple this week: Apple Trading Up 0.2% AAPL opened at $264.72 on Tuesday. The firm's fifty day simple moving average is $264.54 and its 200 day simple moving average is $259.82. The stock has ...

Howard Capital Management Inc. lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 418,517 shares of the iPhone maker's stock after acquiring an additional 41,045 shares during the quarter. Apple makes up approximately 1.2% of Howard Capital Management Inc.'s portfolio, making the stock its 19th biggest position. Howard Capital Management Inc.'s holdings in Apple were worth $106,567,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up A number of other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares during the period. State Street Corp grew its stake in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the last quarter. Norges Bank acquired a new stake in Apple in the second quarter valued at $38,942,255,000. Finally, Northern Trust Corp raised its position in Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Apple Stock Performance AAPL opened a...