来源：新华社 责编：王璐璐 校对：赵燕 百万用户都在看 "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 十四届全国人大四次会议大会发言人娄勤俭说，中央将在"十五五"规划中对支持香港发挥独特优势和重要作用 进一步作出部署，并将继续出台更多惠港政策措施。 看券商中国 知天下财经 F 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 。 ...

Group 1 - The core viewpoint of the article emphasizes the unwavering commitment of the party and the state to promote the development of the private economy, highlighting that the policies will not change [1] - The Private Economy Promotion Law is identified as a fundamental legal framework for the development of the private economy, which is expected to enhance confidence, motivation, and prospects for private enterprises and entrepreneurs [1]

Core Viewpoint - OpenAI faces significant backlash from users following its collaboration with the U.S. Department of Defense, leading to a dramatic increase in app uninstalls and negative ratings for ChatGPT [1][2][3]. Group 1: User Reaction and App Performance - ChatGPT's uninstall rate surged by 295% on February 28, following the announcement of its partnership with the U.S. Department of Defense [1][3]. - The app's one-star ratings increased by 775% on February 28, with a further 100% rise on March 1, while five-star ratings dropped by 50% during the same period [3]. - Following the announcement, ChatGPT's download volume decreased by 13% on February 28 and continued to decline by 5% on March 1, contrasting with a 14% increase in downloads the day before the announcement [3]. Group 2: Competitive Landscape - OpenAI's competitor, Claude (from Anthropic), saw a significant increase in downloads, surpassing ChatGPT to become the top free app on the Apple App Store, with a 88% increase in downloads on February 28 [5]. - Claude's active user base has grown over 60% this year, with daily registrations increasing fourfold, indicating a strong competitive response to OpenAI's actions [5][6]. - The partnership with the Department of Defense has led to a shift in user preference, with many users considering migrating to Claude and sharing guides on how to delete their ChatGPT accounts [2][5]. Group 3: OpenAI's Position and Justification - OpenAI secured a contract worth up to $200 million with the U.S. Department of Defense, which was previously rejected by Anthropic due to concerns over the use of AI for surveillance and autonomous weapons [1][6]. - OpenAI's CEO, Sam Altman, defended the partnership, stating that the agreement includes safeguards to prevent the use of AI for domestic surveillance and that any military force must be human-controlled [6].

Core Viewpoint - The article discusses the urgent need for the integration of artificial intelligence (AI) with economic and social development in China, emphasizing the importance of computing power as a core infrastructure for AI advancement [2]. Group 1: Computing Power Development - Computing power should be categorized into training and inference computing. The demand for inference computing is expected to grow exponentially as the industry transitions into the "AI+" application era [3]. - There is a current gap in the supply of intelligent computing power that meets the demands of the times. It is suggested to establish an open platform for AI large model training computing power, dynamically allocating resources based on user needs [3]. Group 2: AI Technology Application - The transition from "computing power infrastructure" to "commercial closed-loop and governance collaboration" is critical. There is a tendency to focus on construction rather than application, leading to isolated innovations that fail to create scalable commercial value [4]. - Recommendations include accelerating the implementation of "AI + scenario closed-loop" demonstration projects in key areas like industrial manufacturing and smart finance, and establishing a governance system for AI [4]. Group 3: Talent Development and Data Governance - There is a need to reshape the talent cultivation system for the intelligent era, promoting educational reforms and establishing interdisciplinary programs to address the talent shortage in AI [5]. - A systematic approach to building an industrial data governance framework is essential to remove barriers for AI empowerment in manufacturing. This includes organizing technology breakthroughs and pilot demonstrations [5].

Core Viewpoint - The manufacturing PMI in February dropped to 49.0%, indicating a short-term slowdown in manufacturing activity, while the non-manufacturing business activity index slightly increased to 49.5% due to seasonal factors and holiday consumption [1][2]. Group 1: Manufacturing Sector - The manufacturing PMI decreased by 0.6 percentage points to 49.0%, reflecting a decline in production and demand, with various indices such as production index and new orders index showing decreases between 0.1 to 2.8 percentage points [2]. - The new orders index for manufacturing was at 48.6%, indicating tightening demand primarily due to seasonal factors, including the extended Spring Festival holiday and adverse weather conditions affecting outdoor construction [2]. - High-tech manufacturing PMI remained in the expansion zone at 51.5%, despite a 0.5 percentage point decline, with new orders and production indices indicating stable demand and activity [4]. Group 2: Non-Manufacturing Sector - The non-manufacturing business activity index rose to 49.5%, supported by a recovery in the service sector, particularly in accommodation, dining, and entertainment, which saw indices above 60.0% [6]. - The construction sector showed signs of improvement, with the civil engineering new orders index rising, indicating potential growth in infrastructure demand post-holiday [6]. - The business activity expectation index for civil engineering rose to over 54%, reflecting optimism among construction firms regarding post-holiday recovery [6][7].

3月4日上午，国台办举行例行新闻发布会，发言人张晗就近期两岸热点问题回答记者提问。 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 来源：环球网 责编：王璐璐 校对：赵燕 百万用户都在看 "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 记者提问称，近日，美国总统特朗普接受采访时称，台湾偷走了我们的芯片业务，他们需要我们的保护，但并 没有付钱，引发岛内关注。请 ...

Core Viewpoint - The article discusses the escalating military conflict between Iran and the United States, highlighting significant military actions, missile strikes, and the potential delay of Iran's leadership elections due to security concerns [1][5]. Group 1: Military Actions - Iran's Islamic Revolutionary Guard Corps (IRGC) claims to have struck a U.S. destroyer using "Qader-380" missiles, resulting in a fire on the ship and an accompanying oil tanker [2]. - The IRGC also reported the destruction of the third "THAAD" missile defense system deployed by the U.S. in the Middle East, located at the Muwaffaq Salti base in Jordan [3]. - The U.S. Central Command reported that U.S. and Israeli forces have conducted military operations against Iran for nearly 100 hours, targeting around 2,000 Iranian sites and destroying 17 Iranian naval vessels [4]. Group 2: Military Resources and Impact - The U.S. has deployed over 50,000 soldiers, 200 aircraft, and two aircraft carriers in the ongoing military operations, with more forces being mobilized [4]. - The U.S. has dropped over 2,000 munitions, severely degrading Iran's air defense capabilities and destroying hundreds of missile launchers and drones [4]. - Israel's military has reportedly dropped approximately 4,000 bombs on Iranian targets, destroying around 300 missile launchers [4]. Group 3: Political Developments - Reports indicate that the election of Iran's Supreme Leader may be postponed due to security measures following an attack on the assembly venue [5][6]. - The assembly responsible for electing the Supreme Leader is currently conducting voting in a secure environment, with results expected to be announced soon [6].

百万用户都在看 "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 十四届全国人大四次会议今天（3月4日）在人民大会堂举行新闻发布会，大会发言人娄勤俭就大会议程和人大 工作相关问题回答中外记者提问。 大会发言人回应中美关系发展趋势，中美应相互尊重、和平共处、合作共赢。 元首外交对中美关系发挥着不可替代的战略引领作用。去年以来，习近平主席同特朗普总统保持经常性沟通， 为中美关系巨轮稳健前行校准航向、注入动力。两国关系保持总体稳定向好，受到两国和国际社会普遍欢迎。 事实证明，中美合则两利、斗则俱伤，只要双方不折不扣落实两国元首达成的重要共识，秉持平等、尊重、互 惠的态度，拉长合作清单、压缩问题清单，就可以推动两国关系稳定向前发展。 来源：央视新闻 责编：王璐璐 校对：赵燕 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 quan ...

Core Viewpoint - Public funds predict that 2026 is likely to be a significant turning point for oil prices in the medium to long term, and gold is expected to break through $6,000 [1][5]. Group 1: Oil Price Predictions - The geopolitical fluctuations are expected to have a major impact on resource asset prices, particularly oil, with a focus on supply and strategic positioning [3]. - The global capital expenditure cycle for oil is at a critical juncture, with demand and supply curves set to intersect, indicating a potential mismatch in the medium to long term [4]. - Historical data shows that military conflicts have varying impacts on energy prices, with Brent crude oil prices rising significantly during the early stages of the Russia-Ukraine conflict [3]. Group 2: Gold Price Outlook - Public funds believe that gold prices will benefit from geopolitical tensions and are expected to rise significantly, with major financial institutions forecasting a potential breakthrough of $6,000 [5][6]. - Factors supporting gold prices include ongoing central bank purchases, the erosion of the dollar's long-term credibility, and systemic risks arising from geopolitical fragmentation [6]. Group 3: Investment Strategies - The "HALO" strategy emphasizes the importance of asset allocation based on industry cycles, suggesting that the revival in 2026 will be driven by new demand and barriers [7]. - Traditional safe-haven assets such as energy stocks, government bonds, and gold are recommended for hedging against current risks, while a diversified portfolio remains crucial for long-term investment success [7].

如遭遇"撞人族"，建议留存证据（保留现场图片、确认监控位置、寻求路人帮助等），尽快前往附 近警察署报警，提交受害申报书（日语"被害届"）。根据日本法律规定，对他人身体进行攻击，但 未造成伤害的，构成暴行罪，可处2年以下有期徒刑或30万日元以下罚款；造成伤害的，构成伤害 罪，可处15年以下有期徒刑或50万日元以下罚款。 三、确认伤情，考虑索赔 如遭恶意冲撞，可拨打日本急救电话119，或自行前往医院进行伤情鉴定，获取诊断书、医疗费收 据等材料。相关材料可作为民事索赔证据。建议短期来日人员行前积极考虑购买保险。无日本国民 健康保险者，如遇突发状况在日接受治疗，可能面临高昂医疗费用。针对没有加入日本医保的外国 患者，部分医院按日本国民自费价格的2至3倍收取医疗费。 中国驻日本大使馆提醒在日中国公民提高安全防范意识，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。 近期，日本"撞人族"事件多发，成为社会舆论焦点。所谓"撞人族"着装外表与普通行人无异，常在 东京池袋、涩谷，大阪心斋桥、道顿堀等人流密集区域，针对外国游客或女性、儿童、老人等弱势 群体，在擦肩而过时蓄意肘击、恶意冲撞，致他人受伤，后迅速混入 ...