Geopolitical Impact on Markets - The U.S. and Israel launched a coordinated air attack against Iran, ending Ayatollah Ali Khamenei's 36-year rule, which was anticipated by the markets [1] - Despite the attack, stocks rose on Monday, indicating that markets often discount future events [2] - Defense stocks and drone manufacturers, such as Red Cat Holdings, experienced strong rallies due to the military buildup in the Middle East [3] Military Operation Success - The military operation against Iran has been largely successful, with significant leadership losses for Iran and minimal U.S. casualties [4] - The operation's efficiency has exceeded expectations, contributing to positive market sentiment [12] Investment Opportunities - Geopolitical conflicts can create buying opportunities for investors, as seen in the current market reaction [5] - AI infrastructure investments remain robust, with NVIDIA investing $2 billion in Lumentum and Coherent, highlighting the importance of optics in AI development [9] - Beaten-down sectors like software and Bitcoin are showing signs of recovery, with the iShares Software ETF approaching its 200-week moving average [10] Market Resilience - The market's reaction to geopolitical events demonstrates its predictive nature, with investors having already positioned themselves in energy and defense sectors prior to the strikes [12] - The ongoing investment in AI infrastructure continues to support a bullish outlook for the broader market [12]

| | | 投资摘要： 超节点与 Scale-up 网络是突破算力与通信瓶颈、支撑万亿级大模型与高实时性应用的关键基础设施。本篇 超节点与 Scale up 网络行业深度报告，详细研究英伟达、谷歌、AMD 以及华为四家头部 AI 算力芯片厂商 在此领域的布局进展以及各自优势。我们认为，超节点与 Scale-up 网络正处于快速发展期，并将成为算力 芯片、网络部件（PCB 板、交换芯片、光器件、高速铜缆）、存储部件、供电和散热设施部件等新兴技术 的重要应用市场。 超节点与 Scale up 网络行业：谷歌、AMD、 国产超节点持续发力，打破英伟达独大格 局 2026 年 3 月 2 日 看好/维持 通信 行业报告 （1）英伟达：超节点领先优势建立在 NVLink 和 NVLink Switch。 在超节点技术方案上，英伟达处于领先优势。2024-2025年，英伟达陆续推出GH200 NVL72、GB200/ GB300 NVL72 等成熟超节点解决方案。根据大摩预测，2025 年英伟达 GB200/300 NVL72 出货量约 2800 台。展 望 2026-2027 年，英伟达计划推出 Vera Rubin ...

JIMCRAMER. MAYBE THE WAR WITH IRAN DOESN'T MATTER TO THE MARKET AS LONG AS THERE'S NO REAL IMPACT ON OUR POCKETBOOKS. MAYBE THE MIDDLE EAST JUST ISN'T AS IMPORTANT AS IT USED TO BE.ECONOMICALLY SPEAKING NOW THAT WE'RE A NET EXPORTER OF FOSSIL FUELS. OR MAYBE STOCKS DID FINE TODAY BECAUSE THERE'S OPTIMISM FOR A QUICK DEFINITIVE WIN. AND WE CAN GO BACK TO NORMAL INVESTING.YOU KNOW WHAT I THINK IT'S A BIT OF ALL THREE, WHICH IS HOW WE GOT A MUCH BETTER DAY THAN ANYONE COULD HAVE EXPECTED. WITH THE DOW DIPPING ...

Maybe the war with Iran doesn't matter to the market as long as there's no real impact on our pocketbooks. Maybe the Middle East just isn't as important as it used to be economically speaking. Now that we're a net exporter of fossil fuels or maybe stocks did fine today because there's optimism for a quick definitive win and we can go back to normal investing.You know what. I think it's a bit of all three, which is how we got a much better day than anyone could have expected with the Dow dipping 73 points, S ...

美股三大指数收盘涨跌不一，道指跌0.15%，标普500指数涨0.04%，纳指涨0.36%。大型科技股多数上涨，英伟达涨约3%，微软涨超1%，苹果、特斯拉、奈 飞、Meta小幅上涨；谷歌跌超1%，英特尔、亚马逊小幅下跌。美股加密货币概念股走高，Figure涨超17%，Circle涨超15%，Strategy涨超6%。 纳斯达克金龙中国指数收跌1.08%，热门中概股里，金山云收跌4.9%，再鼎医药、小米跌4.1%，文远知行、美团、唯品会、万国数据至多跌3.6%，晶科能源 涨2.1%，贝壳涨2.2%，比亚迪涨5%，奇富科技涨5.8%，斗鱼涨7.2%。 ...

【导读】美股涨跌不一，黄金原油飙升，能源股普涨 中国基金报记者 赵刚 综合整理 美国总统特朗普表示，如果伊朗下一任领导人表现得务实，他可能会解除对伊朗的制裁。特朗普称，针 对伊朗的行动"远超原定计划进度"。 特朗普还表示，对伊朗的军事行动可能持续四周左右。美国中央司令部称美军实施大规模打击行动已摧 毁伊朗伊斯兰革命卫队总部。 美国国防部长赫格塞思否认了对伊战争将演变成特朗普连任时誓言要避免的那种"无休止冲突"的观点， 并表示"我们这一代人更清楚其中的利害"。 Miller Tabak + Co．首席市场策略师Matt Maley指出，股指收平表明投资者低估了伊朗冲突所带来的市 场风险，特别是在近期其他不利因素致使股市承压的情形下。 原油、黄金价格飙升 原油价格周一跃升逾6%，市场参与者担心美国和伊朗之间的战争将失控并导致重大供应中断。伊朗是 欧佩克第四大产油国。 美东时间3月2日（周一），美股涨跌不一，原油黄金飙升，能源股普遍上涨。航空股多数下跌，马士基 暂停部分中东地区订舱。英伟达将向两家光子技术公司投资40亿美元。 美股涨跌不一 道指跌73.14点，跌幅为0.15%，报48904.78点；纳指涨80.65 ...

万得美国科技七巨头指数上涨0.56%。个股方面，英伟达涨近3%，微软涨超1%，谷歌母公司Alphabet-C跌超1%。 当地时间3月2日，美股三大指数收盘涨跌不一，大型科技股多数走强，英伟达涨近3%。 大宗商品市场方面，黄金延续上行，白银大幅回调，国际原油价格震荡上行。 美股三大股指涨跌不一 当地时间3月2日，Wind数据显示，截至收盘，道指跌0.15%，标普500指数涨0.04%，纳指涨0.36%。 贵金属方面，黄金与白银市场呈现分化走势，黄金延续上行，白银大幅回调。 截至北京时间3月3日5:30，伦敦金现上涨1.01%，报5331.56美元/盎司；COMEX黄金期货上涨1.96%，报5350.5美元/盎司。伦敦银现下跌4.34%，报89.673 美元/盎司；COMEX白银期货下跌3.37%，报90.15美元/盎司。 原油方面，国际原油价格震荡上行，布伦特原油期货站稳70美元/桶关口。 伊朗局势加剧欧美金融市场动荡 | 招标 成分 | 资讯 | 相关基金 | 月度收益 | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌幅 ◆ | li | | 英伟达(NVIDIA) | 1 ...

科技股获逢低买盘抄底。 *三大股指分化，道指跌0.15%； *10年期美债收益率重返4%以上； *苹果发布新款iPad Air 和iPhone 17e。 由于投资者担忧中东冲突持续，可能扰乱全球贸易通道并重新推升通胀压力，周一美股期货盘前下跌超 1%。开盘后，三大股指受科技股逢低买盘推动逐步收复失地，收盘涨跌互现，市场继续关注美以伊战 局进展。 截至收盘，道指跌73.14点，跌幅0.15%，报48904.78点，纳指涨0.36%，报22748.86点，标普500指数涨 0.04%，报6881.62点。由于受油价飙升与战争不确定性拖累，稍早收盘的德国和法国股市跌幅均超 2%。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 48904.78 | 22748.86 | 6881.62 | | -73.14 -0.15% +80.65 +0.36% +2.74 +0.04% | | | 【热门股表现】 明星科技股获逢低买盘支持涨多跌少，英伟达涨2.93%，微软涨1.48%，Meta涨0.83%，苹果和特斯拉涨 0.20%，苹果公司周一发布新款iPad Air 和iP ...

>> THE COUNTDOWN IS ON. EVERYTHING YOU NEED TO GET THE EDGE AT THE END OF THE MARKET TODAY. THIS IS "THE CLOSE." ROMAINE: TO WHAT DEGREE WILL THE U.S. WAR WITH IRAN AFFECT FINANCIAL MARKETS.LIVE IN NEW YORK, I'M ROMAINE BOSTICK. KATIE: KICKING OFF THE CLOSING BELL. THE S&P 500 WAS LOWER.IT HAS TAKEN BACK THOSE LOSSES. HIGHER BY 0.3%. WE ARE SEEING A BIG SELLOFF WHEN IT COMES TO THE U.S. TREASURY MARKET.INITIALLY YOU DID SEE THAT A KNEE-JERK HAVEN BID COME IN. 10 YIELDS HIGHER BY 11 BASIS POINTS AS INVESTORS ...

Core Insights - The automotive industry's shift towards "intelligentization" is accelerating, particularly in the chip sector, as evidenced by NIO's announcement of a successful financing round for its chip subsidiary, Anhui Shenji Technology Co., Ltd, raising over 2.2 billion RMB with a post-investment valuation nearing 10 billion RMB [1][11] - The financing round attracted a mix of local state-owned enterprises and industry capital, indicating strong confidence in the semiconductor sector and NIO's strategic direction in autonomous driving and embodied intelligence [1][2] - NIO retains a 62.7% stake in Anhui Shenji, while external investors hold 27.3%, with 10% allocated for management incentives, allowing NIO to maintain control over core technologies while alleviating financial pressure [1][3] Company Developments - Anhui Shenji's financing comes at a pivotal moment as the global supply chain is being reshaped and AI technology is rapidly advancing, positioning car-mounted chips as strategic assets for automakers [2][6] - The "Shenji NX9031" chip, the world's first mass-produced 5nm automotive-grade high-performance driving chip, exemplifies NIO's commitment to self-research and development, avoiding reliance on ARM's public licenses [3][4] - The NX9031 chip features over 50 billion transistors, a 32-core CPU architecture, and a self-developed ISP capable of processing 6.5G pixels per second, providing significant cost advantages and performance improvements for NIO vehicles [4][5] Industry Trends - The automotive industry is undergoing a transformation where AI capabilities and chip performance are becoming the core competitive advantages, moving beyond traditional vehicle components [8][9] - Major players in the automotive sector, including Xpeng and Li Auto, are also investing heavily in chip development, indicating a broader industry trend towards self-reliance in AI technology [7][10] - The successful financing of Anhui Shenji reflects a revaluation of technology investments in the automotive sector, highlighting the strong market demand for advanced semiconductor capabilities [11]