财经领域日报20260304 | 英伟达40亿美元砸向CPO，中东冲突推高铝价油价，两会首场发布会举行

早安！今天是2026年3月4日，星期三欢迎查收你的每日财经资讯速递！今日内容如下：* 00:21 1. 英伟达40亿美元砸向CPO 4个光模块核心个股谁是赢家？* 01:29 2. 伊朗冲突引发中东供应担忧，铝价大幅上涨* 02:41 3. 前美联储主席、前美国财长耶伦：伊朗局势让美联储更不愿降息* 03:41 4. 马斯克旗下X与xAI拟全额偿还175亿美元债务，SpaceX IPO进程提速* 04:32 5. 高盛中国AI深度报告：为什么说中国AI是独立行情？资金主线在往哪切？* 05:39 6. 亚马逊、英伟达、软银给OpenAI投资1100亿，好处是什么？* 06:37 7. 中东能源危机具象化：印度据传已削减工业用气能源风险开始定价* 07:52 8. 两会首场发布会举行，全国政协会议议程公布* 08:59 9. 富兰克林邓普顿CEO称中东冲突不太可能持续...去小宇宙查看完整单集简介前往小宇宙评论区与主播互动

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财经领域日报20260304 | 英伟达40亿美元砸向CPO，中东冲突推高铝价油价，两会首场发布会举行

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