香港公用股彰显防御属性 香港中华煤气涨近2% 电能实业涨近1%
Zhi Tong Cai Jing· 2026-03-03 07:05
消息面上,汇丰环球研究报告指,实证分析显示,香港公用事业板块在重大全球冲突期间始终如一展现 其防御性特质。该板块在相关事件发生后,表现一贯地优于大市,在重大事件发生后的60天内,跑赢恒 生指数7%。撇除典型的避险情绪,该行认为板块的核心基本面依然稳固,受到监管框架及长期合约的 保护,得以抵御宏观不确定性与干扰。此外,随着伊朗关闭霍尔木兹海峡,燃料价格飙升。然而,该行 预期对板块盈利的影响微乎其微,因为对于香港、英国及澳洲的受规管公用事业,燃料价格可完全转嫁 至用户账单。 香港公用股彰显防御属性,今日逆势上扬,截至发稿,香港中华煤气(00003)涨1.72%,报7.69港元;电 能实业(00006)涨0.96%,报63.4港元;港灯-SS(02638)涨0.72%,报7.01港元;中电控股(00002)涨 0.61%,报74.6港元;长江基建集团(01038)涨0.61%,报66.15港元。 ...
港股异动 | 香港公用股彰显防御属性 香港中华煤气(00003)涨近2% 电能实业(00006)涨近1%
智通财经网· 2026-03-03 07:05
消息面上,汇丰环球研究报告指,实证分析显示,香港公用事业板块在重大全球冲突期间始终如一展现 其防御性特质。该板块在相关事件发生后,表现一贯地优于大市,在重大事件发生后的60天内,跑赢恒 生指数7%。撇除典型的避险情绪,该行认为板块的核心基本面依然稳固,受到监管框架及长期合约的 保护,得以抵御宏观不确定性与干扰。此外,随着伊朗关闭霍尔木兹海峡,燃料价格飙升。然而,该行 预期对板块盈利的影响微乎其微,因为对于香港、英国及澳洲的受规管公用事业,燃料价格可完全转嫁 至用户账单。 智通财经APP获悉,香港公用股彰显防御属性,今日逆势上扬,截至发稿,香港中华煤气(00003)涨 1.72%,报7.69港元;电能实业(00006)涨0.96%,报63.4港元;港灯-SS(02638)涨0.72%,报7.01港元;中 电控股(00002)涨0.61%,报74.6港元;长江基建集团(01038)涨0.61%,报66.15港元。 ...
渤海银行一支行行长因未执行统一授信被罚20万元
Xin Lang Cai Jing· 2026-03-03 06:59
Group 1 - The core point of the article is that Li Enle, the former branch manager of Bohai Bank Dalian Shahekou Branch, was penalized for failing to implement unified credit policies, receiving a warning and a fine of 200,000 yuan [1][2][3] Group 2 - The regulatory authority involved in the decision is the Dalian Regulatory Bureau of the National Financial Supervision Administration [1][2][3] - The specific violation committed by Li Enle was the non-execution of unified credit [1][2][3]
美团北京线上医保买药升级,覆盖900余家药店
Bei Jing Shang Bao· 2026-03-03 06:58
Core Insights - The article highlights the significant growth of online medical insurance drug purchasing services in Beijing, with nearly 4 million users served by Meituan Buy Medicine [1] - The introduction of new services such as "Family Account" and "Family Mutual Aid" aims to enhance user experience and accessibility [1] Group 1: Service Expansion - Meituan Buy Medicine has increased its coverage to over 900 designated medical insurance pharmacies in Beijing, representing a substantial growth of 233% since its initial launch [1] - The platform has doubled its online pharmacy coverage and the variety of drugs available [1] Group 2: Nighttime Service Initiative - To address the challenge of purchasing medication at night, Meituan has launched the "Little Yellow Light Guardian Alliance" plan, with 45% of pharmacies supporting online medical insurance operating 24 hours [1] - Nighttime orders (from 10 PM to 8 AM) account for 20% of total orders on the platform [1] Group 3: Regulatory Support - As of March 2, the Beijing Medical Insurance Bureau announced that insured individuals can now use their personal accounts on both JD and Meituan platforms to purchase over-the-counter medications from more than 900 designated retail pharmacies [1] - By 2025, 423 designated retail pharmacies will be included in the online medical insurance payment service system [1]
曝美团AI浏览器Tabbit涉嫌代码抄袭 官方回应
Feng Huang Wang· 2026-03-03 06:53
凤凰网科技讯 3月3日,网友"梦溪睡了吗"在社交平台上发帖,称美团的AI浏览器Tabbit抄袭其个人产品陪读蛙的代码,并放出了两款产品界面的对比图。 随后,该网友又在X上放出了视频证据,表示Tabbit的icon文件名仍是read-frog(陪读蛙)。 对此,Tabbit官方回应称,当时read-frog项目中仓库中并未包含任何开源协议声明。团队经评估进行了项目fork,以独立项目的方式进行开发。虽然我们的 fork代码行为发生在该项目添加明确的开源协议之前,但我们充分尊重和理解原作者对项目的所有权及其协议选择。将从Tabbit浏览器新版中移除此翻译 项目,并已将此项目完整开源。 据悉,Tabbit是美团光年之外团队推出的AI原生浏览器,于3月2日开启免费公测,支持macOS与Windows。它以AI Agent为核心,可自动完成网页操作、 信息提取、生成报告等任务,支持妙招复用流程、脚本自定义网页。内置美团LongCat大模型,可切换多家AI,主打高效办公。 网友表示,根据GPL协议,使用他的代码的产品都需要开源,而美团并未开源Tabbit。 ...
里昂:澳门2月博彩收入胜预期 首选银河娱乐(00027)及美高梅中国
智通财经网· 2026-03-03 06:28
Group 1 - The core viewpoint of the article is that Macau's total gaming revenue in February increased by 4.5% year-on-year to MOP 20.6 billion, surpassing the previously revised market consensus of 1% growth [1] - Despite softer gaming revenue data from February 16 to 18, the latter part of February showed strong demand, with the average daily gaming revenue from February 23 to 28 reaching MOP 1.053 billion [1] - The company anticipates a solid start for March, projecting a year-on-year growth of 9.7% to MOP 21.6 billion, which translates to an average daily gaming revenue of MOP 696 million [1] Group 2 - The company's forecast for March is 3% lower than the market consensus [1] - The Macau gaming sector is currently trading at 10.1 times the projected enterprise value to EBITDA for 2026 [1] - Galaxy Entertainment (00027) and MGM China (02282) remain the company's top picks in the industry [1]
美团入局AI浏览器:光年之外发布Tabbit
Zhong Guo Jing Ying Bao· 2026-03-03 06:24
在传统互联网时代,浏览器是用户通往互联网世界的"窗户"。然而,在信息过载与SaaS应用碎片化的当 下,传统浏览器仅作为被动的信息展示工具,已难以满足用户处理复杂任务的需求。 美团旗下的光年之外团队此次发布的Tabbit AI浏览器,试图打破这一边界,将网页浏览、全网搜索、AI 对话与复杂任务执行融为一体。 根据官方介绍,Tabbit的核心突破在于引入了"智能代理(Agent)"概念。用户只需用自然语言描述需 求,如"跨越多个业务平台抓取数据生成分析报表"或"在多个SaaS系统间自动流转填写表单",Tabbit即 可自动完成。任务执行过程全程可视化,且在独立标签组中运行,不干扰用户的日常浏览。 记者从美团方面获悉,为了降低自动化门槛,Tabbit还推出了"妙招(Skill)"和"脚本(Script)"功能。 前者允许用户将常用的提问格式、规范和工作流程保存为可一键复用的快捷指令,让宝贵的工作经验得 以沉淀;后者则允许用户通过自然语言生成自动化脚本,实现网页智能净化、资源批量提取等个性化定 制。 在交互体验上,Tabbit也进行了大幅重构。其推出的"全能输入框"打破了地址栏、搜索框和AI对话框的 隔阂,支持一键" ...
小摩:渣打集团在中东敞口较高 料出现明显回调
Zhi Tong Cai Jing· 2026-03-03 06:21
Group 1 - The core viewpoint of the report is that the escalation of military tensions in the Middle East is expected to trigger a market-wide risk aversion correction [1] - Standard Chartered (02888) is likely to experience a noticeable pullback due to its high exposure to the Middle East, with projected contributions from the UAE accounting for 2.5% of loans and 5.6% of revenue by 2025 [1] - As of the second quarter of 2025, approximately 73% of Standard Chartered's loans in the UAE are attributed to government, public institutions, or the banking sector, indicating that overall credit risk is manageable [1] Group 2 - HSBC's disclosed loan and revenue exposure to the Middle East is 2.3% and 3.8%, respectively [1] - According to "China Securities," the total loan amount in the Middle East is approximately $15.7 billion, representing only 0.09% of the total loans of the five major banks [1] - Given the current low valuation of domestic banks and their significant flexibility in responding to macroeconomic shocks, domestic bank stock prices are expected to show greater resilience compared to regional peers [1]
里昂:澳门2月博彩收入胜预期 首选银河娱乐及美高梅中国
Zhi Tong Cai Jing· 2026-03-03 06:21
该行认为,这意味着3月份开局稳健,预期3月份将同比增长9.7%至216亿元,相当于日均博彩总收益 6.96亿元。该行对3月份的预测较市场共识低3%。里昂指出,澳门博彩板块目前交易于10.1倍2026年预 测企业价值对EBITDA,银河娱乐(00027)及美高梅中国(02282)仍是该行的行业首选。 里昂发布研报称,澳门2月份博彩总收益同比增长4.5%至206亿澳门元(下同),高于早前下调至增长1% 的市场共识。尽管2月16日至18日期间的博彩总收益数据偏软,但2月份的数据显示尾段需求强劲,2月 23日至28日期间的日均博彩总收益为10.53亿元。 ...
里昂:澳门2月博彩收入胜预期 首选银河娱乐(00027)及美高梅中国(02282)
智通财经网· 2026-03-03 06:18
该行认为,这意味着3月份开局稳健,预期3月份将同比增长9.7%至216亿元,相当于日均博彩总收益 6.96亿元。该行对3月份的预测较市场共识低3%。里昂指出,澳门博彩板块目前交易于10.1倍2026年预 测企业价值对EBITDA,银河娱乐(00027)及美高梅中国(02282)仍是该行的行业首选。 智通财经APP获悉,里昂发布研报称,澳门2月份博彩总收益同比增长4.5%至206亿澳门元(下同),高于 早前下调至增长1%的市场共识。尽管2月16日至18日期间的博彩总收益数据偏软,但2月份的数据显示 尾段需求强劲,2月23日至28日期间的日均博彩总收益为10.53亿元。 ...