近日，中国期货业协会（下称中期协）公布了1月期货公司总体经营数据，当月期货公司合计净利润接近18 亿元，同比增长超两倍，大幅超出预期。 南华研究院高级总监边舒扬分析指出，期货公司近期的利润增长主要依赖三大引擎：其一是经纪业务爆发，高 波动率刺激实体企业套保与投机需求，经纪手续费收入激增；其二是风险管理业务贡献，期货公司通过子公司 提供基差贸易、场外期权等定制化服务，赚取稳定服务收入与贸易差价；其三是资管业务扩容，CTA策略产品 在波动市中收益显著，叠加代销基金业务扩张，管理费与业绩报酬成为利润新支点。 根据中国期货市场监控中心数据，2025年，我国期货市场资金总量持续快速增长。截至2025年底，期货市场资 金总量约2.15万亿元，较2024年底增长约32%；期货公司客户权益合计达2万亿元，较2024年底增长约31%。 2026年1月，期货市场资金总量进一步增长，截至1月末，期货市场资金总量增至约2.57万亿元，较2025年底增 长约20%；期货公司客户权益增至约2.39万亿元，较2025年底增长约19%。 "1月期货市场资金总量突破2.57万亿元，单月激增超4000亿元，创历史新高；期货公司客户权益达2.39 ...

美国宾夕法尼亚大学沃顿商学院金融系荣誉教授杰里米·西格尔表示，如果中东冲突本周末不能有所进展，油 价在下周可能达到每桶100美元。 北京时间3月8日下午，沙特股市高开高走，截至发稿，沙特TASI指数涨幅超过2%，沙特阿美上涨4.33%。 当天，中东股市开盘涨跌不一，沙特TASI开盘上涨1.1%，阿曼MSX30指数上涨1.4%，科威特BKP指数下跌 0.8%。 有分析指出，沙特阿美公司股价的上涨，跟油价有关。此前，由于中东局势紧张，国际油价飙升，纽约商品交 易所4月交货的轻质原油期货价格突破90美元/桶，单周累计涨幅高达35.63%，为1983年推出原油期货交易以来 最大单周涨幅。 开盘大涨！ 刚刚，沙特市场开盘后，沙特阿美公司股票大涨，截至发稿，涨幅超过4%，为2023年4月以来最大涨幅。由于 中东形势紧张，WTI原油和布伦特原油周五双双升破90美元/桶上方。 据新华社消息，伊朗最高国家安全委员会秘书拉里贾尼7日称，有数名美军士兵已经被俘。对此，美军中央司 令部发言人回应称，美军士兵被俘是伊朗方面的"谎言"。 当地时间3月7日，美国总统特朗普表示，美军在此次与伊朗的冲突中可能还会出现更多伤亡。在军事行动方 面 ...

Core Viewpoint - The resource ETFs, particularly oil and gas assets, have shown remarkable performance in the market, with significant price increases and inflows of capital, indicating a strong investment interest in this sector [1][2][3]. Group 1: Performance of Resource ETFs - Resource ETFs have outperformed the overall market, with some oil and gas ETFs experiencing price increases exceeding 10%, such as the Huatai-PB China Oil and Gas Resource ETF, which rose by 10.52% [2]. - The trading activity has been characterized by intense capital inflows, with 19 ETFs seeing net inflows exceeding 1 billion yuan, predominantly in resource categories [3]. - The net inflow for the Guotai China Oil and Gas Industry ETF reached 6.598 billion yuan, making it the largest net inflow among all stock ETFs [3]. Group 2: Fund Inflows and Share Growth - Significant capital inflows have led to substantial growth in ETF sizes, with the Guotai China Oil and Gas Industry ETF's size increasing from just over 3 billion yuan to nearly 10 billion yuan [3]. - The share growth rates for several resource ETFs have been extraordinary, with the Huatai-PB China Oil and Gas Resource ETF and the Bosera China Oil and Gas Resource ETF both exceeding 200% in share growth rate [6]. - The Huatai-PB China Oil and Gas Resource ETF and the Bosera China Oil and Gas Resource ETF both achieved share increases of over 20 billion shares, indicating strong investor interest [5][6]. Group 3: Market Dynamics and Future Outlook - Oil prices have recently surged, with international crude oil futures surpassing 90 USD per barrel, marking the highest level since October 2023 [7]. - The long-term investment value in oil and gas assets is influenced by their commodity, strategic, and financial attributes, with global economic recovery and strategic stockpiling needs providing upward support for oil prices [8]. - The chemical sector is expected to benefit from rising oil prices, particularly in the downstream segment, as higher prices stimulate restocking demand [9].

Group 1 - The article highlights the security risks associated with the OpenClaw AI system, particularly when deployed with default or improper configurations, which can lead to network attacks and information leaks [1] - OpenClaw, an open-source AI assistant, integrates multi-channel communication and large language models, allowing for persistent memory and autonomous execution capabilities [1] - The article emphasizes the need for users and organizations to thoroughly check public exposure, permission configurations, and credential management when deploying OpenClaw, recommending the implementation of security mechanisms such as identity authentication, access control, data encryption, and security auditing [1]

Core Viewpoint - The article discusses the economic growth target set by the government for 2026, which is between 4.5% and 5%, emphasizing the need for reforms and macroeconomic adjustments to achieve this goal [3]. Group 1: Economic Growth Target - The target of "4.5%—5%" is realistic and aims to boost confidence while aligning with the long-term goal of achieving modernization by 2035 [3]. - Achieving this target faces challenges due to the complex international and domestic economic environment, necessitating reforms and innovation [3]. Group 2: Consumer Demand and Supply - To stimulate consumption, a long-term system must be established that ensures people can, dare, and want to spend [4]. - Key strategies include improving employment stability, supporting low-income groups, and enhancing social security systems [4][5]. - There is a need to diversify high-quality supply to meet the evolving consumer demands, particularly in health, culture, and leisure sectors [5]. Group 3: Investment Strategies - The government plans to invest 755 billion yuan in central budget projects and allocate 800 billion yuan in special bonds for infrastructure [5]. - Investment should focus on both physical and human development to enhance efficiency and public welfare [5]. - The introduction of 250 billion yuan in special bonds for consumer goods exchange programs reflects a structural optimization in policy [6]. Group 4: Price Stability and Market Dynamics - Price stability is linked to effective demand expansion and the elimination of excess capacity in certain industries [6]. - The article suggests that competition should be encouraged while addressing the challenges of overcapacity in sectors like automotive and steel [6]. Group 5: Venture Capital and Private Equity - The article highlights the importance of venture capital as a catalyst for new productive forces, advocating for a streamlined investment and exit process [6]. - It calls for reforms in the evaluation mechanisms of state-owned venture capital funds to promote long-term investment strategies [6].

Group 1 - Iran's expert assembly has made a final decision on the new Supreme Leader candidate, although the name has not been disclosed [4][5][6] - The Iranian Revolutionary Guard stated that the armed forces are capable of sustaining high-intensity warfare for at least six months [2][8] - The Iranian parliament speaker warned that if the current war situation continues, oil exports and production could be significantly affected [2][8] Group 2 - The Israeli Defense Forces announced a new round of strikes against Iran's military infrastructure [3] - Israel has conducted over 3,400 airstrikes and dropped more than 7,500 bombs in the past week, which is double the amount used in previous operations [9][10] - Protests against U.S. military actions in Iran have occurred in multiple U.S. cities, indicating public dissent regarding the ongoing conflict [10]

Core Viewpoint - Financial services play a crucial role in promoting high-quality development of foreign trade, and there is a need to enhance support and service quality for foreign trade [1]. Group 1: Economic Performance - In the past year, China's economy has shown resilience and vitality, achieving a total economic output of 140 trillion yuan, with foreign trade maintaining growth and quality improvements [1]. - The total import and export value exceeded 45 trillion yuan, with a historical trade surplus surpassing 1 trillion USD [1]. Group 2: Challenges in Foreign Trade - Despite notable achievements, China's foreign trade faces increasingly complex environments, including fluctuating tariff policies, prolonged trade frictions, and rising geopolitical risks [1]. - Additional challenges include high international energy and raw material prices, disrupted logistics, increased cross-border financial settlement risks, and elevated compliance standards affecting Chinese enterprises' overseas market expansion [1]. Group 3: Financial Support Strategies - Financial services need to be deeply integrated into overseas comprehensive service systems, collaborating with customs, legal, and logistics institutions to optimize cross-border payment, financing, and guarantee products [2]. - There is a necessity to enhance financial products to help enterprises manage risks related to currency mismatches and improve fund utilization efficiency, addressing the needs of companies operating in multiple currencies and accounts [2]. - Strengthening the cross-border RMB layout and establishing a mechanism for RMB international "reflow" is essential, promoting the use of local currency for exports and gradually increasing capital account openness [2]. Group 4: New Business Models - To optimize services for new business models, financial support should align with the trends of digitalization and greening in foreign trade, facilitating the integration of service trade and domestic and foreign trade [3]. - Financial products should be tailored to meet the demands of emerging business models such as cross-border e-commerce and overseas warehouses, simplifying settlement processes and enhancing financing efficiency [3].

Core Viewpoint - Leading Chinese securities firms are extending their research capabilities overseas, with Huatai Securities partnering with SSI Securities Corporation in Vietnam to enhance cross-border investment research and services [1][3]. Group 1: Partnership and Research Expansion - Huatai Securities has established a strategic cooperation with SSI Securities to create a systematic research sharing mechanism, facilitating information exchange between Chinese and Vietnamese capital markets [1][3]. - The collaboration aims to leverage SSI's local market expertise to provide in-depth analysis of Vietnam's macroeconomics, industry dynamics, and listed companies, while also sharing Huatai's research insights with the Vietnamese market [3]. - This partnership is viewed as a significant step in Huatai's strategy to penetrate the Southeast Asian market, which is increasingly recognized for its growth potential [3]. Group 2: Industry Trends and Motivations - The trend of Chinese securities firms expanding their research internationally is driven by the need to cultivate world-class investment banks and adapt to industry transformation [6][7]. - The demand for cross-border research is fueled by the globalization of Chinese enterprises and the dual capital flow, with institutional clients being the primary focus [7]. - Key client groups include QFII/RQFII, overseas sovereign funds, hedge funds, family offices, and local financial institutions, all requiring tailored research support for global asset allocation and local market insights [7]. Group 3: Competitive Landscape - Major Chinese securities firms are accelerating their international research initiatives, with CITIC Securities covering 2,736 domestic listed companies and 1,360 overseas companies, aiming for a unified research service model [10]. - CITIC Jiantou has established a global research team focusing on key regions such as Hong Kong, Southeast Asia, and Europe, enhancing their global asset research capabilities [10]. - CICC's research team consists of over 300 professionals covering more than 40 industries, producing nearly 7,000 research reports in the first half of 2025 [11].

记者获悉，马来西亚交通部3月8日通报称，由马来西亚政府与水下探测公司"海洋无限"公司合作开展的 MH370海底搜寻行动目前尚未发现确认飞机残骸位置的线索。此次搜寻在南印度洋约1.5万平方公里区域 进行，分两个阶段开展，共完成28天作业，勘测海底约7571平方公里 。 马来西亚交通部表示，搜寻期间部分行动因天气和海况受到影响。当前阶段搜寻已于2026年1月23日结 束，但尚未发现能够确认飞机残骸位置的线索。马来西亚政府表示，将继续向失联乘客家属通报相关进 展。 来 源：央视新闻 责编：刘珺宇 校对：李凌锋 百万用户都在看 两项"新政"，即将推出！吴清发言全文来了 最新！美军：军事行动将升级！伊朗：已做好长期战争准备！ 伊朗：已有超500名美军丧生！刚刚，日韩股市暴涨！ 深夜暴跌！美股，全线重挫！美联储，遭遇重大变数！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 ...

Core Viewpoint - The article highlights the suggestions made by Jiang Ying, the Chairman of Deloitte China, during the 2026 National Two Sessions, focusing on enhancing the international compatibility of China's carbon market, improving data cross-border flow management, and optimizing public service systems for enterprises going abroad [1][2][4][5][6]. Group 1: Enhancing Carbon Market Compatibility - Jiang Ying emphasizes the need to improve the MRV (Monitoring, Reporting, Verification) system of the carbon market to align with international standards, especially in light of the EU's Carbon Border Adjustment Mechanism (CBAM) set to be fully implemented in 2026 [4]. - She proposes four key recommendations: 1. Aligning MRV systems with international standards for key industries to strengthen measurement and verification norms [4]. 2. Gradually advancing the dual-track connection of total emissions and intensity control, making total control a point of international interface [4]. 3. Enhancing digital carbon management and public service support for enterprises to improve data conversion capabilities across different regulatory frameworks [4]. 4. Establishing a phased international mutual recognition and connection pathway to enhance regulatory coordination [4]. Group 2: Data Cross-Border Flow Management - Jiang Ying points out that various Free Trade Zones in China have developed negative lists for data cross-border flow management, but there are inconsistencies in policy execution across regions [5]. - She suggests clarifying regulatory standards for scenarios outside the negative list to improve data flow convenience in Free Trade Zones [5]. - Recommendations include accelerating the update of negative lists, providing practical guidelines for unregulated areas, and enhancing policy consultation services to streamline compliance processes for enterprises [5]. Group 3: Optimizing Public Service for Enterprises Going Abroad - The article discusses the increasing demand for specialized services as Chinese enterprises expand internationally, highlighting the need for a more efficient overseas comprehensive service system [6]. - Jiang Ying identifies issues such as mismatched supply and demand, inefficient service chains, and resource allocation challenges within the current service system [6]. - She recommends three strategies for improvement: 1. Enhancing the evaluation and feedback mechanisms for public products to increase their relevance and practicality [6]. 2. Strengthening the integration of domestic and international service resources to build a robust cross-border service ecosystem [6]. 3. Improving the precision and differentiation of local platforms to ensure efficient matching of service supply and demand [6].