April 16 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets After a dreary, war-filled six weeks, global stocks are once again at record highs.

(RTTNews) - After opening on a strong note and staying reasonably firm till a little past mid-morning, Indian stocks turned weak on Thursday as investors chose to take some profits, cashing in recent gains.

格隆汇4月16日｜万安科技公告，2025年营业收入49.6亿元，同比增长14.39%；净利润2.13亿元，同比增长15.33%。公司董事会审议通过的利润分配预案为：以5.18亿为基数，向全体股东每10股派发现金红利0.85元（含税），送红股0股（含税），不以公积金转增股本。

Bongkod Worakandecha/iStock via Getty Images Environmental, social and governance (ESG) considerations have evolved from niche allocations to core drivers of investment decision-making. As a result, investors are increasingly focused on how to integrate sustainability insights into their primary portfolio exposures—without compromising alignment to widely used benchmarks. The Russell 1000 Blossom Index and the Russell 1000 Blossom Sector Relative Index combine two well-established FTSE Russell structures—the Russell US Indexes and the FTSE Blossom methodology—to identify large-cap US companies with stronger ESG practices. The combination delivers core US equity exposure while minimizing any industry or sector bias and incorporating ESG considerations in a transparent and systematic way. The Russell 1000® Index: a flagship benchmark for US equities Launched in 1984, the Russell US Indexes provide a comprehensive, modular framework for representing the US equity opportunity set. The indexes are capitalization-weighted and float-adjusted 1 , enabling them to capture approximately 99% of the US equity market’s investable market capitalization. More than $11 trillion in assets are benchmarked to Russell US Indexes across asset management, ETF and institutional portfolios worldwide 2 . The large-cap benchmark of the Russell US Indexes is the Russell 1000®, which measures the performance of the largest 1,000 US companies. Several characteristics have helped establish the Russell 1000 Index as a widely adopted benchmark: Transparent and objective methodology – Constituents are determined using clear, rules-based criteria rather than discretionary selection. Comprehensive market representation – The index captures the largest companies within the broader Russell 3000® Index universe, providing broad coverage of the US large-cap segment. Predictable semi-annual reconstitution – Russell US Indexes are reconstituted twice each year, ensuring the benchmark reflects ongoing chang...

赛诺医疗公告，控股子公司赛诺神畅医疗科技有限公司于近日收到中国台湾行政院卫生署食品药品管理局通知，APACHI颅内血栓抽吸导管获得批准。该产品适用于对颅内大血管阻塞继发急性缺血性脑中风患者进行血管再通，且必须在症状发作的8小时内。不能使用静脉组织型纤溶酶原激活物或IV t-PA治疗失败的患者是该治疗的人选。

Okta could have room to run as a potential rise in agentic artificial intelligence boosts business for the security software firm, according to Raymond James. The investment bank upgraded the identity and access management stock to outperform from market perform. It has an $85 price target on shares, implying 26.2% upside from Wednesday's close. Agentic AI refers to tools and services that assist users with a variety of tasks, and technology firms are plowing considerable amounts of funds into the trend. "AI is beginning to move from the experimentation to the production phase in Enterprise use cases, and agents that have previously been using human identity security will now need their own identity security," analyst Adam Tindle said Thursday in a note to clients. "We see the potential for a significant unit [total addressable market] increase for Okta's core market due to Agents in the workforce." He added that Okta could bring in more revenue by expanding into cybersecurity services such as identity governance and administration (IGA) and privileged access management (PAM). "Expansion into IGA and PAM provide Okta with an intriguing consolidation story, and evolving security requirements for AI/agents could expand Okta's addressable market to provide durable growth and free cash flow generation," Tindle wrote. In addition, Okta seems to have cleared a major headwind that led its stock to plummet to roughly $60 from $200 over the past few years, according to Raymond James. Net revenue retention "decelerated from > 120% to ~106% due to downsized renewals from COVID cohorts that overprovisioned," Tindle wrote. "We see this headwind subsiding as average contract duration is just under three years (i.e., renewals have all rolled through), and our analysis of various metrics…suggests a forward waterfall that should result in upside to growth." Raymond James' call falls in line with consensus on the Street. Of the 47 analysts covering Okta, 32 have a buy or strong buy o...

格隆汇4月16日｜据美联社，国际能源署署长比罗尔表示，欧洲的航空燃油“可能”仅剩6周的供应量。他警告称，若伊朗相关冲突持续阻断石油供应，“很快” 就可能出现航班取消的情况。 国际能源署执行主任法提赫・比罗尔描绘了这场危机的严峻全球影响，称其为 “我们迄今面临的最严重能源危机”，根源是霍尔木兹海峡的石油、天然气及其他关键物资供应被切断。他说：“过去有支乐队叫‘恐怖海峡’，如今霍尔木兹海峡才是真正的险境，这将对全球经济产生重大影响。危机持续时间越长，对世界各国经济增长和通胀的冲击就越严重。”

大公司： 亚马逊全球智能枢纽仓（GWD）深圳首仓面向卖家正式开放 36氪获悉，亚马逊今日宣布，全球首个亚马逊全球智能枢纽仓（Global Warehousing and Distribution, GWD）在深圳正式向卖家全面开放。目前，深圳GWD仓支持向亚马逊美国站运营中心（Fulfillment Center）发货。 京东发布机器人产业服务全景图 36氪获悉，4月15日，京东发布“机器人产业服务全景图”。全景图聚焦三大核心：携手超 200家品牌，目标2026年销售破百亿；依托超级供应链，建全球最大具身数据采集中心、京东机器人售后维修服务3年覆盖50余城；基于JoyAI大模型加速开放JoyInside附身智能交互能力，为机器人注入“智慧大脑”。 三星请求法院禁止工会开展非法罢工活动 一名发言人表示，三星电子于周四向法院提起申请，要求禁止其韩国工会在计划中的罢工期间开展非法活动。眼下这场薪资纠纷，恐将扰乱这家全球最大存储芯片制造商的生产运营。三星并未详细说明此次法律行动的具体细节。工会则将此举称为 “宣战”，指责公司侵犯了受法律保护的罢工权。 特斯拉拟在上海生产人形机器人 据报道，特斯拉公司14日透露，正考虑在其上海超级工厂生产人形机器人。上海工厂自2019年起开始生产电动汽车，并于2025年启动了大型储能电池的生产。此次计划将制造项目进一步扩大至人形机器人，旨在维持其在中国市场的增长势头。 现代汽车美国销售副总裁离职 4月16日，据报道，现代汽车美国公司销售副总裁Michael Orange已于4月14日离职，公司首席运营官Claudia Marque已接管销售业务，并正在物色继任者。 马斯克要求供应商以“光速”推进Terafab项目 据报道，埃隆·马斯克的团队已就其Terafab项目与芯片行业供应商取得联系，寻求芯片制造设备的报价和交货时间。Terafab团队已联系了包括应用材料、东京电子和三星电子在内的多家公司，并邀请英特尔加入该计划。 新产品： 奥迪高管透露明年将推第三款中国专属车型 据报道，德国奥迪汽车公司首席执行官索内拉表示，为重夺中国市场份额，奥迪计划于明年与中国合作伙伴上汽集团联合推出第三款中国专属车型，定位为高端运动型轿车。索内拉强调，该车型已进入开发阶段，并延续“中国需求优先”策略。 阶跃发布新一代语音生成模型StepAudio 2.5 TTS ...

Getty Images Investment overview I wrote about Sweetgreen, Inc. ( SG ) previously with a hold rating, as I did not see any plausible reasons for the stock to get re-rated upwards in the near term. My view has not changed. If anything, the setup looks worse today. Demand is still weakening, margins are now feeling the impact of fixed cost deleverage, and the slower store opening outlook tells us the growth runway is not as long as many once thought. While management now has a clearer turnaround plan, I do not think there is enough evidence yet that the business is actually stabilizing. Demand is still getting worse Bloomberg The biggest issue with SG's business and stock is that the core metric, same-store sales growth [SSG], continues to deteriorate. Just take a look at the recent numbers. Q4 SSSG came in at a whopping -11.5%, while traffic and mix were down >13%. That's not the end. That SSSG weakness carried into January, with SSSG down 11.8%. The data that I am tracking (via Bloomberg) also points to a high-single-digit growth decline since the start of 2026. The bad weather may explain some part of this weakness, but it doesn't change the fact that SG SSSG is deteriorating. Moreover, it is not like this is a single quarter of weakness. Look at the chart above; the weakness began multiple quarters ago and kept getting worse. Back in Q3, traffic and mix were also down 11.7%, and SSSG came in at -9.5%. My read then was that the operating fixes during Q2 and Q3 were not doing enough. But today, I am genuinely considering the fact that SG may be simply losing consumer relevance, and this could mean a structurally impaired demand story for the near-to-mid-term. To be fair, management does have a clearer turnaround plan now. Wraps are being tested, pricing architecture is being changed, menu tweaks are coming through, and there is more focus on throughput, hospitality, and operating consistency. That is fine, and it at least gives investors a better sense of what manag...

灿芯股份公告，2025年营业收入7.24亿元，同比减少33.52%。净利润亏损1.1亿元，同比减少280.71%。

盛航股份公告，2025年营业收入14.43亿元，同比下降3.79%。净利润1.09亿元，同比下降20.80%。公司董事会审议通过的利润分配预案为：向全体股东每10股派发现金红利1.5元（含税），不送红股，不以公积金转增股本。

Good morning . Markets are betting on a US-Iran ceasefire extension. NYC doormen have had enough. And it’s millennials’ turn to go retro. Listen to the day’s top stories . — Angela Cullen Market Snapshot S&P 500 Futures 7,061.50 +0.0% Nasdaq 100 Futures 26,385.00 +0.1% Bloomberg Dollar Spot Index 1,193.91 +0.1% Market data as of 06:55 AM ET. Data is subject to provider delays. Stocks set new highs on rising optimism the US and Iran may extend their truce and return to the negotiating table. Adding fuel to the rally was an upbeat forecast from chipmaker TSMC . But tensions remain high over the Strait of Hormuz as at least two US-sanctioned ships made their way through the waterway . US regulators are also probing a series of suspiciously timed trades in the oil futures market ahead of rapid-fire policy pivots by Donald Trump related to the war. Trump’s bid to block Iran from using Hormuz chokes a key energy supply for China and risks a showdown with Xi Jinping a month before the two are due to meet face-to-face in Beijing. So far, the spillovers have been limited for the Chinese economy, with growth rebounding more than expected in the first quarter, but the data revealed few signs of a turnaround in consumer spending. Meanwhile, policymakers warned that markets are too blasé about the economic toll of the conflict. Elon Musk’s lieutenants have reached out to chip industry suppliers, asking them to move at “light speed” on his Terafab plan. The project aims to reshape the chipmaking landscape and propel the world’s richest person into an arena dominated by TSMC. Meanwhile, northern Spain’s successful AI buildout can be a model for others; here’s a glimpse of what happens when $90 billion of data centers come to town . In Texas, the grid operator has warned that power demand may quadruple by 2032 to feed booming data-center expansion . Apple, Google Offer ‘Nudify’ Apps Despite Policies Against Them Read more Patience is wearing thin for New York City’s doormen. They’r...

RBC Capital thinks the recent share price decline in auto suppliers due to concerns about the Section 232 tariff adjustments is overblown. Following a sharp selloff in BRP ( DOO ) after the company pulled its guidance due to tariff issues, many auto supplier stocks also turned lower. On April 6, the U.S. implemented a new structure for Section 232 duties on steel, aluminum, and copper and their derivative products, pursuant to an April 2 presidential proclamation. Instead of calculating tariffs only on the value of the metal content in finished goods, the tariffs are now applied to the full customs value of covered imports, which generally increases the effective duty paid on many metal‑containing product. Weighing in on the development, analyst Tom Narayan noted that the Section 232 tariff adjustment does not supersede U.S. tariff deals with the EU, Japan, or Korea, and does not supersede the 25% tariff imposed on cars made in Canada and Mexico. In regard to suppliers, the firm's view is that the USMCA exempt status largely remains intact. It was noted that tariffs on metals continue to apply to USMCA-qualifying goods, and there are useful offsets that can be used. Auto supplier stocks : Adient ( ADNT ), Allison Transmission ( ALSN ), American Axle & Manufacturing (AXL), Aptiv ( APTV ), Autoliv ( ALV ), BorgWarner ( BWA ), China Automotive Systems ( CAAS ), Cooper-Standard ( CPS ), Dana ( DAN ), Douglas Dynamics ( PLOW ), Garrett Motion ( GTX ), Gentex ( GNTX ), Gentherm ( THRM ), Johnson Controls ( JCI ), Lear ( LEA ), LKQ ( LKQ ), Modine Manufacturing ( MOD ), Monro ( MNRO ), Motorcar Parts of America ( MPAA ), Standard Motor Products ( SMP ), Superior Industries (SUP), Visteon ( VC ), Voxx International (VOXX), and Westport Fuel Systems ( WPRT ). More on auto supplier stocks Allison Transmission: Earnings Compounder At An Attractive Valuation Allison Transmission: Not A Great Year And 2026 May Not Be Very Different Dana Incorporated: Fundamentals Have Improved A...

Key PointsThanks to turnaround progress, this company's leadership team expects adjusted earnings per share to rise 73% (at the midpoint) between fiscal 2025 and fiscal 2028.

New Hungarian Prime Minister Says Borders Will Remain Shut To Immigrants In the wake of Viktor Orbán's election defeat, one of the greatest fears among conservatives in the region is an unconstrained EU able to take action on foreign policy, health, and immigration without the threat of a veto. It is widely assumed that the incoming prime minister of Hungary, Péter Magyar, will seek a fast resolution of Brussels’ key issues with Hungary in order to unlock some €35 billion in funding. His election win was heralded as a substantial victory for the global left wing, from EU globalists to Democrats in the US. Their assumption is that with Orbán's veto power out of play, they will be able to do they want in Ukraine and in Hungary. However, the new Prime Minster may not be as cooperative as they initially believed. Magyar has stated that he will not try to block a €90 billion EU loan to Ukraine which Orbán originally vetoed, but he also stated that Hungary will not be contributing to such loans and that the government will not support any attempt to induct Ukraine into the EU. He also announced this week that he will not allow Hungary to join in the EU's "Migration Pact" and that he plans to further strengthen Hungary's borders. This includes a continued rejection of the EU's asylum rules, which are widely abused by third world migrants to freely enter Europe and gain access to welfare subsidies. Beyond the Ukraine funding veto, it was Orbán's refusal to submit to open borders and mass immigration that caused constant conflict with the EU. He was frequently referred to by the political left as a "dictator" and a "fascist" in part because of his strict border policies (even though he is voluntarily leaving office after losing the election, which is not the behavior of a dictator). Ursula von der Leyen, President of the European Commission, attacked Orbán regularly for his border controls, stating that Hungary's program to reinforce their borders with walls and barbed wire ...

格隆汇4月16日｜云天化(600096.SH)公告称，公司引入当升科技为合作方，共同推进新能源电池正极材料项目建设。当升科技拟受让浙江友山持有的控股子公司聚能新材49%股权及参股公司友天科技51%股权，公司放弃优先认购权。交易完成后，聚能新材将投资建设20万吨/年高性能磷酸铁新材料前驱体项目，预计总投资18.39亿元；友天科技将投资建设15万吨/年磷酸铁锂项目，预计总投资26.54亿元。两项目总投资合计约44.93亿元。本次投资不构成关联交易及重大资产重组，旨在发挥公司磷资源优势，完善新能源产业链布局。

Sue Thatcher/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08) The following is an abridged transcript: Ford Motor ( F ) said it is creating a new end-to-end organization , Product Creation and Industrialization, combining its advanced technology and global industrial teams. The move comes alongside a leadership transition. Doug Field, Ford’s chief EV, digital and design officer, will depart next month after nearly five years. Kieran Cahill, vice president of manufacturing for Europe and IMG, will retire after 37 years with the company. Ford said the restructuring is aimed at scaling next-generation vehicles and software as part of its Ford+ strategy and long-term target of an 8% adjusted EBIT margin by 2029. The new unit will be led by COO Kumar Galhotra and is designed to streamline decision-making and better integrate EV, digital, design and manufacturing operations. Ford added that its California-based Advanced Electric Vehicle Development team will continue leading future programs, including work on the Universal Electric Vehicle platform. Alphabet’s ( GOOG ) ( GOOGL ) investment in SpaceX ( SPACE ) could be worth more than $100B if the space company goes public at a valuation near $2T. Google LLC, a wholly owned subsidiary of Alphabet, disclosed in an Alaska regulatory filing that its stake has been diluted to about 5% following the SpaceX/xAI merger, down from 6.11%. Even at the lower ownership level, the holding would be worth billions of dollars in a record-setting IPO scenario. A public offering could also generate massive gains for early investors including Fidelity’s Contrafund, Founders Fund and SpaceX President Gwynne Shotwell. CEO Elon Musk, who holds more than 40% of the company, could see his net worth s...

万安科技公告，2025年营业收入49.6亿元，同比增长14.39%。净利润2.13亿元，同比增长15.33%。公司董事会审议通过的利润分配预案为：以5.18亿为基数，向全体股东每10股派发现金红利0.85元（含税），送红股0股（含税），不以公积金转增股本。

宇环数控公告，2025年营业收入为4.1亿元，同比下降13.13%；净利润为-1962.02万元，上年同期为1334.76万元。公司董事会审议通过的利润分配预案为：以1.57亿为基数，向全体股东每10股派发现金红利0元（含税），送红股0股（含税），不以公积金转增股本。

如果你经常关注科技新闻，一定会惊讶于这两年 半导体 产业的变化。 曾经大家各司其职，谁设计芯片、谁制造芯片、谁卖芯片、谁买芯片，都有自己的位置：英伟达做 游戏 显卡，Arm收着不起眼但稳赚的版税，台积电只管把别人设计的图纸变成 硅片 ，不挑客户，也不问用途。 然而，AI的爆发改变了原有的分工。大模型训练需要成千上万张GPU， 端侧AI 要求手机和PC也能在本地跑起百亿参数。 算力 成为AI时代最稀缺、最昂贵的资源，谁掌握了算力，谁就掌握了定价权。 清晰的边界随之变得模糊，做显卡的成了“AI军火商”，卖IP的亲手做起了芯片，而芯片巨头一头扎进了 数据中心 ......上下游之间的墙，被AI一锤一锤地敲碎。 下面我们就来聊聊，那些最具代表性的公司，在AI浪潮爆发前后的变化。 英伟达： 从“游戏显卡巨头” 到“AI基础设施总架构师” 英伟达是AI浪潮中变革最早，也是受益最大的一家。 过去，提起英伟达，大家第一反应是游戏显卡。这家公司的GPU占据了PC游戏和图形渲染的绝大部分市场，以至于每一个攒机少年和硬核玩家都知道那句口头禅：“显卡，我只认N卡。” 巨头英伟达的雏形，起源于一个叫“AlexNet”的神经网络。2012年，多伦多大学的一个研究团队用两块英伟达GPU训练了它，这个模型在图像识别大赛上以碾压性的优势击败了所有对手，错误率只有第二名的一半不到。 圈内人炸了，他们意识到，几千个计算核心同时运转，恰好完美匹配了神经网络需要的海量并行计算。 CPU 要算一个月的东西，GPU一个下午就能搞定。也正是AlexNet创新式的用多块显卡训练网络，造就了日后的巨头英伟达。 但英伟达之后的发展并非一帆风顺，2016年DGX-1面世，这是全球第一台AI超算系统，投入巨大，但市场反响“冷到发凉”。黄仁勋曾在《The Joe Rogan Experience》中谈到当时市场的冷淡：“没有人想要，我没有收到任何采购订单，一个都没有，只有埃隆例外。” 彼时的埃隆·马斯克正在运营的一家AI非营利机构，急需这样的计算平台。于是，黄仁勋亲自开车将DGX-1送往旧金山，交到马斯克手里。而那家AI机构，正是OpenAI早期团队。 后来的事大家都知道了，ChatGPT引爆全球，大模型时代降临，无论是OpenAI、Google还是Meta，他们训练大模型用的全都是英伟达的GPU。 如今的英伟达早就不只是一...

*Other Operating Data Consensus Source: Bloomberg More on Pepsico PepsiCo: Why The Turnaround Is Finally Taking Hold (Preview) PepsiCo: Elliott's Catalyst + 4% Yield = The Defensive Buy Of 2026 PepsiCo: Improving, But Core Problems Remain PepsiCo sees improved food segment results after lowering some prices Pepsico Non-GAAP EPS of $1.61 beats by $0.06, revenue of $19.44B beats by $500M

Trump plans to start anti-mine operations as part of a wider attempt to open the strait, but the clearance is laborious and dangerous Middle East crisis – live updates Donald Trump has said he plans to begin anti-mine operations in the strait of Hormuz as part of a wider attempt to reopen the waterway, which has in effect been closed to marine traffic by Iran since the US and Israel launched their war in late February. Continue reading...

PM summons senior figures from Meta, TikTok, Google and X and says social media is ‘putting our children at risk’ Keir Starmer has told social media bosses “things can’t go on like this” in a Downing Street meeting over internet safety. The prime minister summoned senior figures at Meta, TikTok, Google and X to No 10 on Thursday morning as his government considers imposing new restrictions on platforms, including an Australia-style ban for under-16s. Meta owns Facebook and Instagram, and Google owns YouTube. Continue reading...

格隆汇4月16日｜据市场消息，欧洲央行将在与高管的通话中审查Anthropic公司的“Mythos”项目。

LVMH高层认为，中东消费者的购买力仍在，只是暂时停滞；未来这些需求有可能转移到其他市场，减轻战争带来的冲击 南京，路易威登旗舰店。图：视觉中国 【财新网】 近日，奢侈品集团陆续发布一季度财报，两大奢侈品集团路威酩轩（LVMH，OTCMKTS：LVMUY）和开云（Kering，OTCMKTS：PPRUY）在中国市场的表现明显分化；另外，中东战争对奢侈品集团的业绩带来负面影响，且可能在二季度持续拖累业绩。 路威酩轩中国市场支撑业绩 全球最大的奢侈品集团路威酩轩在2026年一季度实现营收191.21亿欧元，同比增长1%（剔除汇率影响，下同）。该增长主要得益于中国、亚洲以及美国市场的稳定增长。具体而言，除日本以外的亚洲地区在一季度销售增长7%，“这是（亚洲市场）自2023年以来表现最好的一个季度”；美国市场增长3%，欧洲和日本市场各下滑3%。

格隆汇4月16日｜据伊朗媒体16日消息，伊朗伊斯兰议会议长卡利巴夫同巴基斯坦陆军参谋长穆尼尔举行会谈。

富吉瑞公告，股东上海兆韧持股15.88万股，占0.209%，拟自公告披露之日起3个交易日后的3个月内，通过集中竞价或大宗交易减持不超过15.88万股，即不超总股本0.209%，减持期间为2026年4月22日～2026年7月21日，股份来源为IPO前取得。

(RTTNews) - US Bancorp (USB) revealed a profit for its first quarter that Increased, from the same period last year

迪森股份公告，2025年营业收入为10.45亿元，同比下降6.36%。净利润为4396.04万元，同比下降9.43%。公司董事会审议通过的利润分配预案为：以4.77亿股为基数，向全体股东每10股派发现金红利1元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。

实达集团公告，预计2025年度实现归属于母公司所有者的净利润约-1.8亿元至-1.2亿元，实现归属于母公司所有者的扣除非经常性损益后的净利润约-1.74亿元至-1.16亿元。预计2025年实现营业收入约8000万元至1亿元，扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入8000万元至1亿元。公司股票可能被实施退市风险警示。