股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 呈交日期: 2026年3月4日 截至月份: 2026年2月28日 狀態: 新提交 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06066 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,261,023,762 | RMB | | 1 RMB | | 1,261,023,762 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,261,023,762 | RMB | | 1 RMB | | 1,261,023,762 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | ...

以下文章来源于掘金Post ，作者高歌 掘金Post . 谈常识，盘逻辑，掘真金 一个基准判断是，冲突初期，市场呈现 "涨在预期，卖在现实"的特征，资产价格在首个交易日大幅 波动，随后趋于平稳或反转。 3月2日A股早盘，三大指数集体低开，盘中冲高回落，深成指、创业板指跌超1%，微盘股指跌超 3%，预计两市全天成交超3.5万亿，相较上个交易日放量43%，当前下跌个股超4000家。 结合头部券商一致观点、历史复盘以及当前真实市场定价，用两种情景、清晰时间线、明确资产结 论，本文尝试推演美以对伊空袭事件对全球市场的全面影响。 市场如何消化这场 "黑天鹅"事件，核心只看一件事：冲突是短期脉冲式爆发，还是演变成长期持久 战，冲突持续时间是影响资产价格走势的关键变量。 两种情景下，市场消化时间差超过一个季度，大类资产的走向也完全相反。 2026年2月28日，美国与以色列对伊朗发动联合军事打击，伊朗最高领袖哈梅内伊遇袭身亡，伊朗 随即宣布关闭霍尔木兹海峡并展开大规模报复，中东地缘局势骤然升级。 中东黑天鹅骤降，全球资产市场风声鹤唳：全球大类资产呈现避险情绪主导的快速定价特征，市场在 首个交易日显著波动。 情景一，也是机构给 ...

中信建投证券则提到，OpenAI落地广告变现优先考虑用户体验，ChatGPT给出的答案基于用户意图和需 求，不给予广告权重；同时广告会出现明显标识，结合OpenAI X账号发布的内容，用户看到的广告类 似底部banner形式，并不会出现在答案里。并认为较好平衡了用户体验。 中信建投证券还预计OpenAI计算成本到2028年增至千亿美元量级，OpenAI和Anthropic还需要继续承担 4-5年的净流出；同时，调整后毛利润率在2025年下滑至33%。 【环球网财经综合报道】日前，OpenAI宣布完成新一轮1100亿美元融资，公司整体估值达到7300亿美 元。OpenAI表示，亚马逊作为本轮融资核心参与者，承诺投资500亿美元，其中150亿美元为初始投 资，剩余350亿美元将在未来数月满足特定条件后陆续到位。软银集团与英伟达各出资300亿美元共同参 与本轮融资。 在此之前，OpenAI告知投资者，其目标是到2030年总计投入约6000亿美元的算力支出。就在几个月 前，其首席执行官萨姆·奥特曼（Sam Altman）还曾吹嘘高达1.4万亿美元的基础设施承诺。华西证券撰 文提到，知情人士表示，OpenAI向投资者展 ...

浙江金海高科股份有限公司 关于使用闲置募集资金进行现金管理到期赎回 并继续进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：603311 证券简称：金海高科 公告编号：2026-005 投资种类：结构性存款 投资产品名称：单位结构性存款7202601565产品 投资金额：人民币6,000万元 已履行的审议程序：本事项经浙江金海高科股份有限公司（以下简称"公司"）第五届董事会第十六次会 议、第五届监事会第十次会议审议通过，监事会及保荐机构对此事项发表了同意的意见。 特别风险提示：公司本次使用部分闲置募集资金购买的低风险、安全性高、流动性好、保本型的产品， 均属于低风险投资产品，但金融市场受宏观经济、财政及货币政策的影响较大，不排除该项投资可能受 到市场波动的影响。 一、使用部分闲置募集资金进行现金管理到期赎回情况 公司使用部分闲置的募集资金人民币1,500万元于2025年11月25日通过招商银行绍兴诸暨支行（以下简 称"招商银行"）认购了"点金系列看涨两层区间92天结构性存款"，具 ...

Group 1: Market Overview - The global market has seen increased demand for safe-haven assets due to geopolitical tensions and rising international oil prices, leading to significant inflows into resource-themed ETFs such as oil, rare earths, and precious metals [1][2] - Institutions generally hold a bullish view on commodities like oil, non-ferrous metals, and precious metals, anticipating a "cycle revaluation and structural differentiation" in the market [1] Group 2: Performance of Resource ETFs - Several resource-themed ETFs have shown strong performance post-Spring Festival, with oil and gas ETFs like Huatai-PB and Yinhua rising over 9%, and rare metal ETFs increasing by more than 8.4% [2] - The total scale of oil and gas ETFs has increased significantly, with the Guotai Zhongzheng Oil and Gas Industry ETF growing by over 38.4 million yuan and the Penghua National Oil and Gas ETF increasing by over 14 million yuan [2] Group 3: Oil Market Insights - The oil market is now driven by geopolitical risks, with expectations of high volatility in oil prices over the next month [3] - Companies with oil and gas resources and those in offshore oil and gas service engineering are recommended for investment due to their potential benefits from high industry demand [3] Group 4: Precious Metals Market - Gold and silver prices have rebounded after experiencing volatility, with gold prices reaching 5200 USD/oz and silver prices surpassing 90 USD/oz [4] - Significant growth in gold ETFs has been observed, with the Huaan Fund's gold ETF increasing by over 4.3 billion yuan, leading the market [4] Group 5: Future Price Predictions - Analysts predict that gold prices could rise further, potentially reaching 6200 USD/oz in the coming months due to persistent geopolitical risks and continued support from monetary easing policies [6] - The demand for gold is expected to increase, driven by strong investment interest and central bank purchases [6]

2月27日，A股医疗板块全天飘红，全市场规模最大医疗ETF（512170）盘中上探1.14%，成功收复年 线，成交3.84亿元。场内持续溢价交易，显示买盘态度积极，此前3日512170累获逾1.9亿元净申购。 | 分时 多日 1分 5分 * | | | | F9 盘前盘后 徽加 九特 画线 工具 @ (2 )> | | | | | 顾疗ETF O | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 512170医疗ETF] 15:00 价 0.355 通联 0.003(0.85%) 均价 0.354 1 512170(医疗器价交易 | | | | 0.354 +0.002 +0.57% | | 512170 | | | | 0.355 | | A NAT THE | | A CAL WHEY YOUNG WALL OLT OF O | | | SSE CNY 15:00:16 图布 查看L2全覆 | | 通政人员干 | | | | | | | | | | 净值走势 | | 华宝中让医疗L ...

（记者 王晓波） 每经AI快讯，华锡有色发布公告称，2026年2月26日，华锡有色接受中信建投证券等投资者调研，公司 证券事务代表梁晋菲回答了投资者提出的问题。 每经头条（nbdtoutiao）——2月井喷！中国AI调用量首超美国，四款大模型霸榜全球前五，国产算力需 求正经历指数级增长 ...

2025年度上交所基金做市商年度评级结果出炉。记者获悉，基金主做市商方面，方正证券、广发证券、 华泰证券、申万宏源证券、招商证券、中金公司、中信建投证券、中信证券等8家券商获评AA级，东方 财富证券、东方证券、东吴证券、国金证券、国泰海通证券、国信证券、平安证券、兴业证券、银河证 券等9家券商为A级，光大证券、浙商证券、中泰证券3家为B级，财通证券为C级，华安证券为D级。基 金一般做市商中，东莞证券、东海证券、国投证券、西部证券、粤开证券、长江证券等6家券商综合评 价均为A级。 ...

Group 1 - The core highlight of the 2026 Spring Festival Gala is the integration of AI and humanoid robots, showcasing the fusion of technology and art, which draws national attention to the development of new productive forces [1] - Penghua Fund has established a comprehensive ETF matrix for the sci-tech sector, with 13 sci-tech themed ETFs totaling over 36 billion yuan, covering broad-based, industry, thematic, and bond types, making it a preferred tool for investors [1] - The AI-focused ETFs from Penghua Fund have shown significant performance, with the Penghua Sci-Tech AI ETF (589090) tracking the AI index rising by 35.52% in the past year, while the Penghua Sci-Tech Entrepreneurship AI ETF (588410) surged by 87.23% [2] Group 2 - Institutions have reached a consensus on the value of allocating to technology assets, with strong demand for computing power driven by advancements in AI models, indicating a shift towards monetization in the AI industry [3] - The market is expected to maintain a volatile upward trend post-holiday, with cyclical price increases and the expansion of AI themes as the main market drivers [3] - Penghua Fund continues to focus on the sci-tech investment ecosystem, offering standardized, low-cost ETF products that help investors capture sector benefits while mitigating individual stock selection risks [3]

Market Overview - The A-share market is experiencing a weak adjustment, with the Shanghai Composite Index down 0.17% and the Shenzhen Component Index down 0.68% as of the midday close. The ChiNext Index fell by 1.46% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.59 trillion yuan, a decrease of 53 billion yuan compared to the previous trading day [1] Key Sectors Power and Electric Equipment - The power and electric equipment sector is showing renewed activity, with stocks like Ganneng Co., Huayin Electric, and Beijing Keri hitting their daily limit. The sector is buoyed by the recent announcement from the National Energy Administration regarding the first batch of pilot projects for new power system construction [3] - A significant factor is the news that China's AI call volume has surpassed that of the U.S., with four major models ranking in the global top five. This increase in AI activity is linked to power and computing needs, leveraging China's lower electricity prices for international expansion [3] Rare Metals - The rare metals sector is also active, with stocks like Zhangyuan Tungsten and Xianglu Tungsten hitting their daily limit. The U.S. is planning to set reference prices for critical minerals, which is expected to drive demand and prices in this sector [4] Photovoltaic Sector - The photovoltaic sector is gaining momentum, with stocks such as Junda Co. and Shuangliang Energy reaching their daily limit. Analysts attribute this growth to the dual catalysts of Elon Musk's "space photovoltaic" strategy and the accelerated development of domestic satellite internet [5] Computing Hardware - The computing hardware sector is experiencing a pullback, with stocks in areas like optical modules and PCB showing weakness. Notably, stocks like Honghe Technology have hit their daily limit down [6] Institutional Insights - Dongfang Securities notes that the market's risk appetite is decreasing, although there is still potential for stock indices to rise. The firm suggests that investors should reduce positions in stocks that have performed too aggressively in the short term [7] - Yang Delong from Qianhai Kaiyuan believes that the current market is in the mid-stage of a slow bull market, emphasizing the importance of focusing on technology and resource sectors that are less likely to be replaced by AI [8] - CITIC Construction expresses optimism about the recovery of heavy asset industries, citing factors such as rising inflation expectations and improved profitability in sectors like chemicals and construction materials [9] - Everbright Securities highlights the transition from energy consumption control to carbon emission control in China, suggesting that assets with low or negative carbon attributes will gain a green premium [10]