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王毅同阿联酋副总理兼外长阿卜杜拉通电话
财联社· 2026-03-04 14:46
据新华社,中共中央政治局委员、外交部长王毅4日同阿联酋副总理兼外长阿卜杜拉通电话。 阿卜杜拉介绍了地区局势和阿方立场,表示阿方不是战争当事方,没有参与此次冲突,不应受到非法攻击。阿方赞赏中方始终秉持客观公正 立场,期待中方在当前严峻形势下继续发挥积极重要作用,防止地区紧张局势愈演愈烈。阿方将继续采取措施维护中方人员和机构的安全。 王毅重申了中方对当前伊朗局势的原则立场,表示战争外溢不符合任何一方利益,受害的只能是地区人民。冲突中保护平民的红线不能被突 破,能源、经济、民生等非军事目标不应被袭击,航道安全更应得到维护。阿方在战前就为和平奔走,海合会特别外长会日前也强调对话和 外交是克服当前危机、维护地区安全的唯一途径,中方对此表示赞赏。中方支持阿方维护国家安全的正当诉求,支持地区国家继续致力于通 过外交方式化解争端。中方不会放弃和平希望,将继续为此发挥建设性作用,将派中东问题特使赴地区斡旋,推动地区重回和平稳定。希望 阿方继续保障在阿中国公民和机构安全。 ...
申洲国际(02313.HK)遭Schroders PLC减持163.91万股
Ge Long Hui· 2026-03-04 14:46
| 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法國 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | | ( 請參閱上述 * 註 有投票權股 期 (日 / 月 / 份權益 | | | | | | | | | 部) 份百分比 年) | | | The first of the production of the production of the production of the first of the first of the first of the first of the first of the first of the first and the first and t | | | | | Concession of | | | | CS20260304E00129 | Schroders PLC | 1201(L) | | 1.639.100(L) | HKD 61.9381 | ...
中国通信服务(00552.HK)获贝莱德增持1524.4万股
Ge Long Hui· 2026-03-04 14:46
格隆汇3月4日丨根据联交所最新权益披露资料显示,2026年2月27日,中国通信服务(00552.HK)获BlackRock, Inc.在场内以每股均价4.45港元增持好仓1524.4 万股,涉资约6783.58万港元。 增持后,BlackRock, Inc.最新持好仓数目为131,180,747股,持好仓比例由4.85%上升至5.49%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | | --- | --- | --- | --- | --- | | | 股份數目 | | ( 請参関上述 * 註 有投票權股期 (日 / 月 / 份權益 | | | | | | 份自分比 年) | | | CS20260304E00141 | BlackRock. Inc. 1001(L) 15,244,000(L) | HKD 4.4500 | 131.180.747(L) | 5.49(L)27/02/2026 | | | | | 976,000(S) 0.04(S) | | | 股份代號: | 00552 ...
LIVE: Kristi Noem testifies before House after Senate grilling on Trump immigration policy
MSNBC· 2026-03-04 14:46
Watch live coverage as Homeland Security Secretary Kristi Noem testifies before the House Judiciary Committee about her leadership at the department. Noem's testimony comes a day after she faced tough questions from the Senate Judiciary Committee about her handling of immigration enforcement, detention and department spending. MS NOW: My Source for News, Opinion, and the World. » Subscribe to MS NOW: https://www.youtube.com/@msnow MS NOW is the go-to destination for domestic and international breaking news, ...
金徽酒(603919):发展现状及投资价值讨论:全面战略转型,强体系塑造强竞争力
HUAXI Securities· 2026-03-04 14:45
证券研究报告|公司深度研究报告 [Table_at2026年03月04日 全面战略转型,强体系塑造强竞争力 ———金徽酒发展现状及投资价值讨论 评级: 买入 分析师:寇星 分析师:郭辉 SAC NO:S1120520040004 SAC NO:S1120524120002 分析师:沈嘉雯 分析师:王厚 SAC NO:S1120524070001 SAC NO:S1120525070002 -8% 2% 11% 20% 30% 39% 2025/03 2025/06 2025/09 2025/12 2026/03 相对股价 % 金徽酒 沪深300 请仔细阅读在本报告尾部的重要法律声明 金徽酒有望复制地产酒龙头演变趋势,成就自身绝对省 内优势地位 1 资料来源:Wind,华西证券研究所 ① 省内大众宴席场景、入门级商务场景引领消费升级:公司近年来积极引导省内100-150元价位带大众宴席、入门级商务消费用酒向200-300元升级,包 括世纪金徽星级系列中的四星向红白五星升级,柔和系列中的H3向H6升级,我们认为公司在四星、H3两款产品上具有坚实、广阔的消费基础,通过公 司大力开展各类消费者活动,如红五星赠婚车、H ...
Abercrombie & Fitch (ANF) Surpasses Q4 Earnings and Revenue Estimates
ZACKS· 2026-03-04 14:45
分组1 - Abercrombie & Fitch reported quarterly earnings of $3.68 per share, exceeding the Zacks Consensus Estimate of $3.56 per share, and showing an increase from $3.57 per share a year ago, resulting in an earnings surprise of +3.31% [1] - The company achieved revenues of $1.67 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.07%, and up from $1.58 billion year-over-year [2] - Abercrombie has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has underperformed, losing about 21.2% since the beginning of the year, compared to a decline of 0.4% in the S&P 500 [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the coming quarter is $1.52 on revenues of $1.16 billion, and for the current fiscal year, it is $10.07 on revenues of $5.49 billion [7] 分组3 - The Zacks Industry Rank for Retail - Apparel and Shoes is in the top 17% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Abercrombie was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]
Advanced Flower Capital Inc. (AFCG) Reports Q4 Loss, Lags Revenue Estimates
ZACKS· 2026-03-04 14:45
分组1 - Advanced Flower Capital Inc. reported a quarterly loss of $0.12 per share, missing the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.29 per share a year ago, indicating an earnings surprise of -200.00% [1] - The company posted revenues of $5.19 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 3.78%, and down from year-ago revenues of $9.22 million [2] - Advanced Flower Capital Inc. shares have declined approximately 22.5% since the beginning of the year, contrasting with the S&P 500's decline of 0.4% [3] 分组2 - The earnings outlook for Advanced Flower Capital Inc. is uncertain, with current consensus EPS estimates at -$0.06 on $5.86 million in revenues for the coming quarter and $0.24 on $24.02 million in revenues for the current fiscal year [7] - The estimate revisions trend for Advanced Flower Capital Inc. was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The Financial - SBIC & Commercial Industry, to which Advanced Flower Capital Inc. belongs, is currently in the bottom 31% of the Zacks industry rankings, suggesting that the industry outlook may negatively impact the stock's performance [8]
X @Bloomberg
Bloomberg· 2026-03-04 14:45
A historic South African wine farm linked to a former politician and anti-apartheid activist is set for auction this month https://t.co/uG8gHIgNTE ...
Box: Great Buy As Margins Rise Amid RPO Growth
Seeking Alpha· 2026-03-04 14:45
Core Viewpoint - The concept of "SaaSpocalypse" has significantly impacted the markets in 2026, leading to a widespread sell-off of software stocks as investors anticipate that AI and vibe coding will replace traditional software solutions [1] Group 1: Market Impact - The sell-off of software stocks has been described as indiscriminate, indicating a broad lack of differentiation among companies in the sector [1] Group 2: Industry Insights - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, provides insights into the themes currently shaping the technology industry, including the rise of AI and its implications for software companies [1]
开源证券晨会-20260304
KAIYUAN SECURITIES· 2026-03-04 14:44
Group 1: Automotive Industry - BAIC Blue Valley (600733.SH) - In February 2026, BAIC Blue Valley sold 7,400 new vehicles, representing a year-on-year increase of 18.3%. Cumulatively, 15,400 new vehicles were sold in January and February, up 14.8% year-on-year [6][7]. - Revenue forecasts for 2025-2027 have been revised down to 27.13 billion (-9.6%)/53.96 billion (-78.1%)/80.78 billion (-115.0) CNY due to intense industry competition. However, net profit forecasts for the same period have been adjusted upwards to -4.62 billion (+0.6%)/-1.62 billion (+5.4%)/1.42 billion (+1.4) CNY, indicating potential profitability improvement [6][7]. - The company is the only automaker in the industry to achieve full coverage of L2-L4 autonomous driving capabilities. In December 2025, the Alpha S (L3 version) became one of the first two models in China to receive L3 autonomous driving approval [8]. Group 2: Media Industry - HuiLian Technology (01860.HK) - HuiLian Technology is expected to achieve revenue of 2.03 to 2.06 billion USD in 2025, reflecting a year-on-year growth of 34.6% to 36.6%. The net profit forecast for the same year is set at 54 to 64 million USD, indicating a significant increase of 243.9% to 307.6% [10][11]. - The company anticipates Q4 revenue between 560 to 590 million USD, with a year-on-year growth of 23.7% to 30.3%. The adjusted net profit for Q4 is projected to be between 76 to 86 million USD, marking a turnaround from losses [10][11]. - The growth in the mobile advertising market and the solid technological advantages are driving steady revenue growth, with scale effects enhancing net profit margins [10][11].