中东紧张局势仍在持续升级。 据新华社最新消息，伊朗最高国家安全委员会秘书拉里贾尼4日表示，已有超过500名美国军人死于美国和以色 列对伊朗发动的"战争"。目前尚无法独立核实拉里贾尼这一说法。 以色列国防军4日晚间发表声明称，以色列空军已完成对伊朗首都德黑兰东部一处军事设施的大规模袭击，该 设施内"驻扎了多个指挥中心和伊朗国内安全部队人员"。另外，美国白宫新闻秘书莱维特4日在记者会上表 示，向伊朗派遣美军地面部队目前还"不在计划内"，但她不会排除美国总统特朗普的任何军事选项。 据最新消息，航运巨头马士基（Maersk）表示，即日起暂时停止接受进出以色列、阿联酋、阿曼、伊拉克、 科威特、卡塔尔、巴林及沙特阿拉伯的货物订舱，直至另行通知。目前仍接受往返约旦和黎巴嫩的货运业务。 市场层面，日韩股市今日开盘大涨，韩国KOSPI指数涨幅迅速扩大至11%，SK海力士股价暴涨15%，三 星电子股价暴涨13%，随后韩国交易所启动KosDAQ指数熔断机制，程序交易暂停5分钟。日经225指数 涨幅迅速扩大至3%，日本东证指数涨幅扩大至3.6%，MSCI亚太指数涨超1%。隔夜美股三大指数集体收 涨，纳指涨1.29%，标普500指数涨 ...

Core Viewpoint - The article discusses the public recruitment of a general manager for Peng'an Fund, a newly established public fund company in China, aiming to enhance its management team and align with state-owned enterprise reform initiatives [2][3]. Group 1: Company Overview - Peng'an Fund was established in January 2024 and is headquartered in Haikou, Hainan, making it the 71st broker-controlled public fund company in China [3]. - The controlling shareholder of Peng'an Fund is Kaiyuan Securities, which was founded in February 1994 with a registered capital of 4.614 billion yuan [3]. Group 2: Recruitment Details - The recruitment announcement aims to select a general manager responsible for overall management, strategic decision implementation, compliance, product management, team building, and stakeholder relations [3][4]. - Candidates must have a master's degree or higher in relevant fields, at least five years of experience in public fund management or securities asset management, and meet specific regulatory requirements [4]. Group 3: Current Management and Future Plans - The current general manager, Hong Zhenghua, has been in the position since May 2024, and there are speculations about his retirement due to the recruitment announcement [5]. - Peng'an Fund has successfully launched multiple products, including the Peng'an CSI Dividend Index Fund with a total fundraising scale of 701 million yuan and the Peng'an Core Selection Fund, which was established in December 2025 [6]. - The company plans to deepen cooperation with local financial institutions in Hainan and leverage the advantages of the free trade port for international asset management services [6].

据新华社援引朝中社5日报道，朝鲜劳动党总书记、国务委员长金正恩3日和4日访问"崔贤"号驱逐 舰，了解舰艇部队训练情况和舰艇作战执行能力评估试验程序。 来源：新华社 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 责编：王璐璐 校对： 高源 F 百万用户都在看 伊朗军舰，突遭袭击！至少80人死亡！股市暴跌，韩国：拟100万亿救市 "黑色星期二"！刚刚，欧美全线大跌！美国国务院：撤离！ 深夜暴跌！美股，全线重挫！美联储，遭遇重大变数！ 刚刚，暴涨超115%！中东突发：三艘英美油轮遇袭！ 重大信号！A股，集体公告！最牛净利大增超745%，"寒王"战报来袭 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 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 ...

3月1日，多名中国公民在东京街头观看马拉松比赛期间，遭到数名日本右翼分子滋扰，被在场警察阻止。中 国驻日本大使馆已第一时间向日本当地警方提出交涉，要求日方切实保护在日中国公民合法权益。 中国驻日本大使馆再次提醒中国公民近期避免前往日本，提醒在日中国公民务必提高安全防范意识，加强自我 保护。如遇紧急情况，请及时报警并联系驻日使领馆寻求协助。 日本紧急求助电话：110（警察）、118（海上事故、海难）、119（消防、急救） 外交部全球领事保护与服务应急热线（24小时）： +86-10-12308，+86-10-65612308 驻日本大使馆领事保护与协助电话： +81-3-6450-2195 驻大阪总领馆领事保护与协助电话： 中国公民东京遇滋扰 驻日本大使馆再次提醒中国公民近期避免前往日本 +81-92-753-6483 驻札幌总领馆领事保护与协助电话： +81-11-513-5335 驻长崎总领馆领事保护与协助电话： +81-95-849-3311 驻名古屋总领馆领事保护与协助电话： +81-52-932-1036 驻新潟总领馆领事保护与协助电话： +81-6-6445-9427 驻福冈总领馆领事保护与协助电话 ...

Core Viewpoint - The article emphasizes the importance of enhancing financial connectivity in the Greater Bay Area and supporting agricultural development through financial mechanisms, as highlighted by Wang Dongsheng, a member of the National Committee of the Chinese People's Political Consultative Conference and Chairman of HSBC Hong Kong [1][4]. Group 1: Financial Connectivity in the Greater Bay Area - Wang Dongsheng advocates for the introduction of a "New Stock Connect" in the Greater Bay Area, allowing for mutual participation of investors in new stock listings between Hong Kong and mainland China, which would deepen financial cooperation and enhance market connectivity [2][3]. - The proposal includes allowing A+H listed companies to be part of the "New Stock Connect," enabling mainland investors to purchase new shares of A-share listed companies in Hong Kong and vice versa for Hong Kong investors [3]. Group 2: Agricultural Climate Adaptation Financial Support - Wang Dongsheng stresses the need for improved financial support for agricultural climate adaptation projects, which are crucial for ensuring food security and sustainable agricultural development [5][6]. - Specific recommendations include creating standardized climate risk data interfaces for financial institutions, linking climate risk variables to financial risk management, and enhancing the agricultural climate adaptation indicators within the existing green finance standards [6][7]. - A phased support mechanism based on risk improvement is suggested, transitioning from policy support to market-driven capital involvement, ensuring sustainable and scalable financial models for agricultural climate adaptation [7].

全线反攻！ 随着市场交易情绪逐渐趋稳，隔夜美股市场全线反攻，科技股集体大涨，纳指涨超1%，热门中概股多数上 涨，欧洲股市亦全线收涨。有分析指出，美国总统特朗普及美国财长贝森特的最新表态缓解了投资者对原油市 场的担忧情绪，隔夜VIX恐慌指数大幅收跌超10%。 另外，美联储的降息路径也是市场关注的焦点。北京时间3月5日凌晨，美联储发布的最新一期全国经济形势调 查报告(简称《褐皮书》)显示，总体而言，美国经济预期乐观，多数地区预计未来几个月经济将呈现小幅至温 和增长。但《褐皮书》警告称，在许多辖区，经济不确定性加剧、价格敏感度上升以及低收入消费者削减支 出，抑制了销售表现。 全线反攻 美东时间3月4日，美股三大指数集体收涨，科技股领涨反弹。截至收盘，道指涨0.49%，纳指涨1.29%，标普 500指数涨0.78%。 美股大型科技股多数收涨，美光科技、AMD大涨超5%，亚马逊、特斯拉大涨超3%，Meta涨近2%，英伟 达、博通涨超1%，微软小幅收涨；苹果、谷歌小幅收跌。 美联储发布的《褐皮书》汇总了12家地区联储对全美经济形势进行摸底的结果，该报告是美联储货币政策例会 的重要参考资料。美联储官员将于6月17日至18日 ...

Core Viewpoint - The Hong Kong stock market, particularly the Hang Seng Technology Index, has experienced significant declines, with a nearly 30% drop since October last year, despite ongoing buying interest from various funds [2][3]. Group 1: Market Performance - The Hang Seng Technology Index has seen a 12.45% decline year-to-date, with individual stocks like Kingdee International dropping nearly 30% and others like Ctrip, Meituan, Xiaopeng Motors, and Tencent Music falling over 20% [3]. - The overall decline of the Hang Seng Index has exceeded 27% since its peak on October 3 of the previous year, with many fund managers expressing that the recent drop was beyond their expectations [3]. Group 2: Investment Trends - Despite the market downturn, there has been a strong influx of capital into the Hang Seng Technology sector, primarily from three sources: southbound funds, company buybacks, and cross-border ETFs [5]. - Southbound funds have shown resilience, with 27 out of 36 trading days this year recording net inflows, totaling HKD 181.8 billion [5][6]. - Major companies like Tencent and Alibaba have seen significant increases in their holdings from southbound funds, with Tencent's market value held by these funds exceeding HKD 540 billion [6]. Group 3: Valuation and Future Outlook - The current rolling price-to-earnings ratio of the Hang Seng Technology Index is at 20.09, which is below the historical average, indicating a potential undervaluation compared to tech stocks in the US, Japan, and South Korea [7]. - Fund managers believe that the negative sentiment has largely been priced in, and there is an expectation of a rebound in earnings growth, with projected EPS growth exceeding 40% for 2026 [7][8]. - The anticipated exit of external pressures and a return to focus on intrinsic growth within the industry could support a recovery in the Hang Seng Technology Index [8].

Core Viewpoint - The article discusses the significant impact of the tense situation in the Middle East on domestic futures markets, particularly highlighting the surge in prices for crude oil, fuel oil, and the shipping index, which have experienced consecutive limit-up trading days due to geopolitical tensions [1][2]. Group 1: Market Performance - The shipping index (European line) futures main contract EC2604 closed at 1909.5 points, hitting the limit-up with a 20% increase, leading the domestic futures market [2]. - Crude oil futures main contract SC2604 closed at 641.1 yuan per barrel, with a 13.99% increase, while fuel oil futures main contract FU2605 closed at 3888 yuan per ton, with a 13.98% increase, marking a rare three-day limit-up trend for these commodities [2][3]. Group 2: Analysis of Shipping Index - The shipping index (European line) continues to show strong bullish sentiment, with the main contract EC2604 experiencing high volatility and multiple limit-up touches during the trading session [4]. - The analysis indicates that the current shipping routes are limited to bypassing the Cape of Good Hope, as plans to return to the Suez Canal have been shelved due to geopolitical tensions [4][5]. Group 3: Crude Oil Market Dynamics - The crude oil market faces complex challenges, with domestic prices rising more than international prices due to the significant impact of the ongoing conflict in the Middle East on Asian oil supplies [5][6]. - Major international banks have raised their oil price forecasts, with predictions suggesting that if the conflict lasts over four weeks, prices could reach between 100 to 150 dollars per barrel [5][6]. Group 4: Regulatory Adjustments - The Shanghai Futures Exchange and the Shanghai International Energy Exchange announced new measures to adjust the price limits and margin requirements for crude oil, fuel oil, and shipping index contracts, reflecting the heightened volatility in the market [7][10]. - Specific adjustments include a 12% price limit for various crude oil contracts and a 20% limit for the shipping index contracts, with increased margin requirements to manage trading risks [8][12].

Group 1 - The core viewpoint of the articles emphasizes the importance of diplomatic communication and conflict resolution in the Middle East, highlighting China's role in promoting peace and stability in the region [1][2]. - Wang Yi, the Chinese Foreign Minister, expressed concerns over the escalation of conflicts in the Middle East, particularly affecting Gulf countries like Saudi Arabia, and condemned the indiscriminate use of force [1]. - Both Saudi Arabia and the UAE appreciate China's objective stance and its efforts to mediate and prevent further escalation of tensions in the region [1][2]. Group 2 - Saudi Arabia's Foreign Minister Faisal indicated that the country is maintaining restraint but reserves the right to self-defense, hoping for a de-escalation of the crisis [1]. - The UAE's Foreign Minister Abdullah stated that the UAE is not a party to the current conflict and emphasized the need for dialogue and diplomacy to resolve the crisis [2]. - China plans to send a special envoy to the Middle East to facilitate dialogue and promote peace, reiterating its commitment to constructive engagement in the region [1][2].

这是自迪拜机场重新恢复运营以来第一架飞往中国境内的航班。 记者了解到，北京时间3月4日21时59分左右，阿联酋航空EK362次航班（迪拜—广州）已平稳落地广州 白云国际机场，飞机22时许缓缓滑行到停机位，受本轮伊朗局势影响的滞留旅客正有序从白云边检大厅 入境。 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 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 从3月2日晚间开始，中东航班开始有限恢复运营。迪拜机场发布公告表示，允许少量航班从迪拜国际机 场（DXB）和阿勒马克图姆国际机场（DWC）起飞。建议旅客在未收到航空公司直接联系并确认出发时 间之前，不要前往机场。阿布扎比机场也发 ...