因串謀顛覆國家政權入獄，去年出獄前立法會議員郭家麒，醫委會裁定他從醫生註冊中無限期除名。

US private equity firms KKR & Co. and Apollo Global Management are considering bids for Portuguese packaging maker Logoplaste , according to people familiar with the matter. They are part of a group of buyout firms evaluating the business, while rival international packaging companies have also shown interest, the people said. Logoplaste is expected to receive non-binding offers in May, they said. Ontario Teachers’ Pension Plan Board , the Canadian pension fund which owns 60% of Logoplaste, is working with advisers on a potential sale that could value the company at more than €1.7 billion ($2 billion), people familiar with the matter said in October . A deal is expected to be completed this year. Representatives for Logoplaste, KKR and Apollo declined to comment on the bidding process. A spokesperson for OTPP also declined to comment on the sale. Deliberations are ongoing and there is no certainty a transaction will be reached, the people said. Minority shareholders Filipe de Botton — the company’s chairman and founder — and board member Alexandre Relvas may exercise their option to reinvest alongside any new buyer to keep their combined holding of about 40%, in line with previous ownership transitions. Potential buyers are also considering acquiring the whole company. Logoplaste generates roughly €1 billion in annual revenue. The company operates a “wall-to-wall” manufacturing model, placing production units in client facilities to improve efficiency and reduce costs. Founded in 1976, it runs more than 60 plants across more than 15 countries and supplies plastic packaging to customers including Kraft Heinz Co. , Diageo Plc and L’Oréal SA. The business was valued at about €1.4 billion including debt when OTPP acquired a majority stake from Carlyle Group in 2021. Carlyle had invested around €660 million in Logoplaste in 2016.

美國財長貝森特警告，中國金融機構不要處理伊朗資金及石油交易，否則可能面臨制裁。 美國財長貝森特說︰「中國有兩間銀行收到美國財政部信件，我不會透露是哪些銀行。我們告知對方，若美方證實他們協助伊朗流動資金，我們將實施次級制裁。」 貝森特周二在白宮稱，中國曾採購伊朗逾九成石油，封鎖霍爾木茲海峽，可阻止中方獲得伊朗石油，他日前批評中國囤積石油，是不可靠夥伴。若有銀行及金融機構，遭美國實施次級制裁，意味他們跟美國金融體系中斷連結，無法以美元計價清算作業。 在北京，外交部回應稱，中方一貫反對沒有國際依據，未經聯合國安理會授權的非法單邊制裁。

格隆汇4月16日｜长信科技(300088.SZ)今日涨14.1%，换手率30.35%，成交额58.11亿元。龙虎榜数据显示，两家机构买入1.72亿元，卖出4750万元，净买入1.24亿元；游资“方新侠”位列买一席位，净买入1.95亿元；“玉兰路”位列买二席位，净买入1.23亿元；“量化打板”位列买四、买五席位，净买入1.89亿元。上榜席位全天买入7.68亿元，卖出2.45亿元，合计净买入5.23亿元。(格隆汇)

格隆汇4月16日｜近期，新能源赛道“一哥”宁德时代股价连日大涨，市值规模随之水涨船高，接连超越贵州茅台、中国石油等大盘权重股。截至今日收盘，宁德时代A股市值已达20012亿元，不仅首次突破两万亿元大关，更创下历史新高，跃居全市场第三位，仅次于农业银行、工商银行两只银行股。从年内表现来看，宁德时代今年以来A股市值累计增长近3800亿元，为整个电力设备板块贡献了约三成的市值增量。资金面上，北向资金目前已连续九个季度增持宁德时代，持股数量由4.23亿股增至目前的7.61亿股，占流通A股的比例由10.87%提升至17.88%。

格隆汇4月16日｜花旗发表研报指，美国政府已全面改革第232条款的关税，自4月6日起对进口钢铁及铝产品征收50%关税，并对衍生产品征收25%关税。该行认为此关税对创科实业的影响轻微。该行估计，所有金属商品仅占创科实业销售成本的7%至9%，而美国本地生产约占其美国业务总产出的15%。此外，创科实业具有缓冲空间，因越南的关税在美国最高法院裁决后已由20%降至10%，而越南是其美国销售的最大生产基地。该行认为，若创科实业股价因相关消息回落，将提供更好的买入机会；现予目标价150港元及“买入”评级。

迪威尔公告，2025年营业收入12.07亿元，同比增长7.43%。净利润1.19亿元，同比增长39.43%。拟向全体股东每10股派发现金红利2元（含税），合计拟派发现金红利3892.85万元（含税），现金分红数额占2025年合并报表中归属于上市公司股东的净利润的比例为32.61%。

Michael Nieman/iStock Editorial via Getty Images Introduction When we last looked at Microsoft ( MSFT ) in June 2025, it was clear that market optimism had pushed the stock price higher than the valuation metrics warranted. At that time, Microsoft was trading at $470, and we set our price target at $365 based on our DCF model. Fast-forward to today, and the company is now trading close to that target. Data by YCharts With new financial data and increased clarity on the current AI 'arms race,' we believe it is a good time to revisit our assumptions and see if this is a good point to add shares again given the recent pullback. In addition, many of the traditional valuation metrics (P/E, EV/EBITDA) are signaling a compelling entry point. Data by YCharts Data by YCharts Historical Results (Base for DCF) To get a clear read on Microsoft's performance, we need to look at the segment results from its FY26 Q2 report (fiscal year). Microsoft continued to show strong top-line sales growth of 17.5% and significant improvement in operating income by 22.6% YTD (six months ended December 31). Operating income was supported by strong margin improvement in Productivity and Business Processes (Office Suite, Copilot, etc.) and More Personal Computing (Windows OEM, Xbox, etc.). More Personal Computing represents the legacy business, Productivity and Business Processes its bread and butter, and Intelligent Cloud (Azure, OpenAI, and Cloud) is the future rising star for the company. Margins are improving at a faster rate than sales, with a full 2ppt (percentage points) improvement compared to the same period last year. We know Microsoft's core business is a cash flow machine, but what will drive its valuation to new heights is the new frontier in tech, AI. Therefore, the Intelligent Cloud needs further scrutiny. For us to accurately forecast this segment, we need to have a better understanding of how this segment is evolving and what is in the pipeline beyond looking at different AI LLMs...

Michael Nieman/iStock Editorial via Getty Images Introduction When we last looked at Microsoft ( MSFT ) in June 2025, it was clear that market optimism had pushed the stock price higher than the valuation metrics warranted. At that time, Microsoft was trading at $470, and we set our price target at $365 based on our DCF model. Fast-forward to today, and the company is now trading close to that target. Data by YCharts With new financial data and increased clarity on the current AI 'arms race,' we believe it is a good time to revisit our assumptions and see if this is a good point to add shares again given the recent pullback. In addition, many of the traditional valuation metrics (P/E, EV/EBITDA) are signaling a compelling entry point. Data by YCharts Data by YCharts Historical Results (Base for DCF) To get a clear read on Microsoft's performance, we need to look at the segment results from its FY26 Q2 report (fiscal year). Microsoft continued to show strong top-line sales growth of 17.5% and significant improvement in operating income by 22.6% YTD (six months ended December 31). Operating income was supported by strong margin improvement in Productivity and Business Processes (Office Suite, Copilot, etc.) and More Personal Computing (Windows OEM, Xbox, etc.). More Personal Computing represents the legacy business, Productivity and Business Processes its bread and butter, and Intelligent Cloud (Azure, OpenAI, and Cloud) is the future rising star for the company. Margins are improving at a faster rate than sales, with a full 2ppt (percentage points) improvement compared to the same period last year. We know Microsoft's core business is a cash flow machine, but what will drive its valuation to new heights is the new frontier in tech, AI. Therefore, the Intelligent Cloud needs further scrutiny. For us to accurately forecast this segment, we need to have a better understanding of how this segment is evolving and what is in the pipeline beyond looking at different AI LLMs...

Microsoft: The New Standard Oil - Why 'Intelligence Refinery' Is Future Of Global Profit Seeking Alpha

Zara 品牌母公司 Inditex 表示，公司发现第三方托管的、存有客户交易信息的数据库遭未经授权访问。 Inditex 在周三晚间的一份声明中称，这些数据库 不包含客户个人资料、住址、密码或银行卡详细信息 。公司还补充道，已立即启用安全协议，并开始通报相关监管部门。 该公司表示，此次数据泄露 “源于一起影响了一家前技术服务供应商的安全事件，已有多家跨国运营企业受波及”。公司发言人拒绝透露更多细节。 责任编辑：郭明煜

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财联社4月16日讯（记者 吴雨其） 创业板首单未盈利企业大普微今天正式登陆创业板，收盘报244.55元，上涨430.71%。按收盘价计算，网上投资者中一签500股对应账面浮盈已达到9.92万元；若以网下最终发行数量2093.8809万股粗略测算，网下获配部分首日账面浮盈则已超过41亿元。 无论是首单未盈利企业上市的标签，还是存储独角兽的亮点，抑或是首日的可观浮盈，都让这家新股迅速成为市场焦点。 意外的是，格林基金旗下格林宏观回报混合型证券投资基金的拟申购数量为1400万股,但却未参与申购，原因不得而知。 随着公司完成上市，此前披露的网下初步配售结果也成为观察机构参与情况的重要窗口。从参与配售的机构来看，公募基金、养老金、保险资管、年金组合以及量化私募均大规模现身，其中国内头部公募依靠产品数量和账户覆盖，在总获配股数和总获配金额上占据前列；部分量化私募则延续多账户参与打法。 公募与长期资金占据网下配售主场 从分类结果看，大普微此次网下配售延续了A类资金占优的格局。公告显示，A类投资者最终获配1696.06万股，占网下最终发行量的81%，配售比例为0.02177308%；B类投资者最终获配397.83万股，占网下最终发行量的19%，配售比例为0.01958672%。A类账户获配股数大致在3048股左右，而B类账户多落在2742股附近。 具体到管理人层面，头部公募依旧站在前列。据财联社记者统计，易方达基金此次共有492个产品获配，合计拿到141.64万股，对应获配金额6526.55万元。南方基金方面，旗下407个配售对象合计获配115.05万股，获配金额为5301.70万元。工银瑞信基金则有366个产品参与配售，合计获配103.67万股，对应金额4776.96万元。富国基金、国泰基金、华夏基金、招商基金、博时基金、广发基金、嘉实基金、海富通基金、汇添富基金、中欧基金等也均获得较大规模配售。 从参与产品类型看，主动权益、指数产品、养老金组合、企业年金组合、职业年金组合均有现身，头部机构的账户覆盖优势较为明显。 值得注意的是，281家网下投资者管理的9164个有效报价配售对象中，仅有1家网下投资者管理的1个有效报价配售对象未参与网下申购，即格林基金旗下格林宏观回报混合型证券投资基金，彼时拟申购数量为1400万股，但未参与网下申购。 除公募之外，养老金、年金和保险资管在本次配售...

云深处科技与浙江省应急管理厅联手推出的具身智能装备——AI防汛勇士，并在杭州市余杭区径山镇水车坞开展地质灾害隐患排查直播演练。AI防汛勇士是全国首个防汛防台具身智能机器人，是面向基层防汛巡查的第一代实战化具身智能应用。其以云深处科技山猫M20轮足机器人为移动平台，集成大模型、车载平台，搭载双光谱吊舱、5G模块、边缘算力盒等装备，可替代人力完成隐患巡查、险情侦察、人员搜救等核心防汛任务。（科创板日报）

ST开元公告，公司初步测算预计2025年度期末净资产为负值，若经审计后为负值，公司股票将被深圳证券交易所实施退市风险警示。截至本公告披露日，公司2025年年度报告审计工作正在进行中，最终财务数据以公司正式披露的经审计后的2025年年度报告为准。

Pernod Ricard press release ( PDRDF ): Q3 net sales totalled €1,945M, an organic growth of +0.1%, and -14.6% reported. FY26 Outlook: In a context that remains volatile and uncertain, we continue to see FY26 as a transition year with improving trends in H2. In line with our expectations, Net Sales strongly improved in Q3. Given the ongoing conflict in the Middle East, we now expect organic net sales to decline by -3% to -4% for the full year. Focus on cash generation to continue, with strategic investments now expected to be below €700m and strong operating working capital management. Aiming for c.80% and above cash conversion from FY26. Medium Term FY27-29: Leveraging our unique broad-based and balanced geographic breadth and diversified portfolio of premium international spirits. Projecting Organic Net Sales growth, aiming for the range of +3% to +6% p.a on average, with annual Organic Operating Margin expansion. Anticipating organic margin expansion to be supported by efficiencies of €1B from FY26 to FY29, with program to optimize Operations and implement a Fit For Future organisational structure. More on Pernod Ricard Brown-Forman: A Deal With Pernod Ricard Could Be A Game Changer Pernod Ricard: Unconvincing Half-Year Results, Uncovered Dividend Could Be Cut Pernod Ricard SA (PRNDY) Q2 2026 Sales/Trading Call Transcript Jameson maker Pernod Ricard flags Iran war impact on sales, sees FY decline High spirits: Analysts weigh in on Brown-Forman's potential deal with Pernod Ricard

Budget airline says passengers are leaving it later to book flights owing to economic uncertainty Business live – latest updates The budget airline easyJet has warned the impact of the Iran war on bookings and oil prices will hit its profits, having driven up fuel costs by £25m in the last month alone. It said it expected to report an increased pre-tax loss of £540-£560m for the six months to March, up from £394m in the first half of 2024-25. The carrier typically makes its money in the second half of the year which includes the peak summer period. Continue reading...

日本日经 225 股指收盘创下历史新高，市场对新一轮和平谈判或将加速冲突结束抱有乐观预期，该指数由此收复了伊朗冲突期间的全部跌幅。 东京股市收盘时，这一蓝筹股指上涨 2.38%，报 59，518.34 点，高于 2 月 27 日创下的 58，850.27 点历史高点。东证指数上涨 1.2%。汽车、电子、信息技术等出口相关板块表现亮眼，房地产与食品板块则有所回落。 全球股市均已接近收复战前水平。标普 500 与 纳斯达克 100 指数双双收于历史高位。据报道，美国与伊朗正考虑将停火期限延长两周，为协议谈判争取更多时间。 第一生命 资产管理公司首席市场分析师清水毅表示：“日经指数刷新高点，或反映出日本股市正迈向‘新常态’。只要美伊谈判不破裂，东证指数后续也有望创下新高。” 日经指数距离投资者关注的 60，000 点关口仅差 0.8%。此番上涨是日本股市多年涨势的延续，背后驱动力包括企业治理改革、日元走弱以及人工智能产业利好。本轮行情催生了多只全球表现最佳的芯片股，并吸引了海外基金与激进投资者创纪录的资金流入。 不过，由于油价居高不下，市场参与者对日本即将到来的财报季前景看法愈发悲观。霍尔木兹海峡局势依然紧张，这条油气运输关键水道自冲突爆发以来已基本处于封锁状态。 岩井科斯莫证券公司投资研究部负责人林拓郎表示，尽管如此，美国企业稳健的财报仍在为市场提供支撑。他指出，此前的上涨主要由科技股驱动，而当前上涨行情正逐步向更多板块扩散。 责任编辑：郭明煜

《科创板日报》4月16日讯（记者 郭辉） 芯原股份今日（4月16日）受午间市场消息影响，下午开盘后遭遇闪跌，盘中跌幅一度超过13%。而另一家开展芯片定制业务的公司翱捷科技，午盘后上涨超过13%。 截至收盘，芯原股份跌幅收窄至3.75%，翱捷科技收涨6.19%。 消息面上，翱捷科技于今年4月初成立子公司翱捷创芯。 据翱捷科技通过投资者互动平台称，该公司成立翱捷创芯的目的是将芯片定制相关业务独立出来，加大资源投入，实现与母公司高效协同，做大做强相关业务，更好地服务于公司的整体发展战略。 市场观点解读称，今年一季度芯原股份由于被博通、翱捷等同行业公司抢单，导致收入不及预期。 对此，芯原股份董事长戴伟民向《科创板日报》记者表示，关于友商抢单的传言不实。 “尽管尚未公布一季度业绩，截至2025年末公司在手订单金额达到50.75亿元，连续九个季度保持历史高位。2025年第二、第三、第四季度新签订单金额分别为11.82亿元、15.93亿元、27.11亿元，单季度新签订单金额连续三个季度突破历史新高。2025年末在手订单中，预计一年内转化为收入的比例超80%。”戴伟民表示，充足的订单储备为公司未来业绩兑现筑牢根基，整体经营基本面延续稳健态势。 翱捷科技公司人士今日也向《科创板日报》记者表示，公司芯片定制业务在手订单丰富，涉及AI云端算力、端侧可穿戴、RISC-V等多个领域的行业头部客户订单。不过由于子公司刚注册成立，目前对上市公司的经营并无重大影响。 据翱捷科技发布的2025年度财报，其芯片定制服务主要根据客户的需求，为客户设计专门定制化的芯片，该服务面对的主要客户包括人工智能算法企业、互联网企业、大数据企业、工业控制类企业等。 翱捷科技财报显示，2025年定制芯片量产销售收入为1.11亿元，占总营收的比例不到3%。 分析师表示，翱捷科技单独设立定制业务子公司，反映行业需求旺盛，供不应求，目前国产ASIC行业正在起步阶段。 一名芯片行业从业者表示，翱捷科技投入芯片定制业务的原因也有其自研产品业务不饱和的因素。就国内市场而言，云服务厂商众多，对应定制芯片的需求庞大，芯原股份一家未必“吃得下”，更何况还有处于高速成长的端侧定制芯片市场，远未进入存量市场的抢夺中。但无论是从IP数量还是现有的业务跟客户规模，对芯原股份而言，短期内很难出现新的有力挑战者。 在一站式芯片定制服务方面，芯原拥有...

georgeclerk/iStock via Getty Images By Zain Vawda GBP/USD ( GBP:USD ) has enjoyed a stellar run of late, capitalizing on a weakening US dollar and a shift in global risk sentiment. However, as we move into the tail end of the week, Cable is finding the air a bit thin near the 1.3600 handle, setting the stage for a battle between trend followers and mean-reversion traders. Daily Chart: Structural Breakout Confirmed The daily time frame provides the most compelling evidence of a medium-term trend shift. After months of being capped by a persistent descending trendline (dark navy), GBP/USD staged a clean breakout in early April. Crucially, the pair has successfully reclaimed its 100-day MA (blue) at 1.3444 and its 200-day MA (black) at 1.3413. This "double reclaim" of the major moving averages suggests that the macro bias has shifted from "sell the rallies" to "buy the dips." Currently, the pair is eyeing the next major structural hurdle at 1.3696, which represents a significant historical resistance zone. The Daily RSI is at 62.7, indicating healthy bullish momentum with plenty of runway before hitting the overbought 70.0 threshold. GBP/USD Daily Chart, April 16, 2026 Source: TradingView H4 Chart: Bulls Defend the 1.3500 Handle Moving down to the H4 chart, the impulsive nature of the current rally is clear. The pair surged through the 1.3500 psychological level, which had previously acted as a formidable ceiling. What is particularly encouraging for bulls is the "retest and depart" behavior seen around the 1.3500 mark. The H4 RSI (currently at 65.7) recently flagged a "bear" pivot, leading to a minor cooling-off period. However, as long as the price remains comfortably above the 1.3378 structural support and the ascending moving averages, the intraday path of least resistance remains to the upside. GBP/USD Four-Hour Chart, April 16, 2026 Source: TradingView H1 Chart: Session Scenarios & Intraday Levels The hourly chart shows Cable currently consolidating in a tight ra...

Le portefeuille élargi délivre la performance attendue

Portfolio expansion delivers expected performance

Uitbreiding van de portefeuille levert verwachte performantie

【3750】寧德時代擬斥300億開礦產管理子公司 Now 財經

据伊朗伊斯兰共和国通讯社16日报道，伊朗第一副总统阿雷夫当天在内阁会议上表示，美国总统特朗普已将美国变成了以色列的一个“行政区”。阿雷夫说，主张“美国优先”的特朗普行事既无战略，也无规划，“美国人当然对自己的国家缺乏独立性感到不满”，而伊朗有清晰的战略，制定了周密完善的短期与长期规划。阿雷夫还说，伊朗的石油产业在战争期间未曾停摆，伊朗现在将全力弥补损失进行建设。(新华社)

Greenwood Capital Associates LLC Acquires 18,058 Shares of Qualcomm Incorporated $QCOM MarketBeat

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4月15日，《2026AI+高端制造产业应用图谱》编制工作启动会暨首次闭门研讨会在沪成功举行。本次会议由上海现代服务业联合会、上海人工智能研究院、第一财经、东浩兰生会展集团联合发起。作为项目正式启动的核心会议，各方参会代表齐聚一堂，围绕项目定位、调研规划、成果框架等关键议题深入研讨，凝聚产业共识，为图谱高质量编制与落地推进明确方向。 聚焦上海优势，绘制“AI+制造”创新蓝图 本次启动研讨会成功汇聚了跨领域智慧，与会各方代表围绕图谱框架合理性与完整性、调研企业筛选、报告视角创新、行业洞察深度、跨单位资源协同等内容充分交流、建言献策。 会议上，上海现代服务业联合会首席数字官、大数据中心主任徐云程作为项目发起方代表，系统阐述了图谱编制背景、核心框架，明确将图谱方向定为“AI驱动下的上海制造”，聚焦高端装备、半导体与先进电子、智能检测及工业视觉、工业软件四大赛道。 上海人工智能研究院通用机器人产业创新中心主任费海平从技术逻辑出发，建议回归制造业全生命周期重构场景分类，区分应用层（如高端装备、半导体）与供给侧（如AI+工业软件、智能机器人）。 上海现代服务业联合会监事长 陈跃 建议进一步聚焦上海最具优势的细分领域，如新能源汽车、大飞机及商业航天、新能源发电装备，并强调需将设备层与技术层并重，共同构成AI赋能的双支柱。 上海人工智能研究院数字经济研究中心资深咨询顾问唐晟凌立足政府智库视角，提出增设“装备层”，并建议反向筛选上海优势细分行业，将数控机床、工业机器人、半导体装备等智能硬件与AI软件技术并列，以凸显上海在智能装备领域硬实力的建议。 上海第一财经传媒有限公司常务副总经理杜坚、东浩兰生会展集团副总裁裘皓明带领各自公司专业团队出席会议，为图谱的高质量交付及切实服务产业落地出谋建言。 杜坚从媒体项目管控角度出发，强调需严控时间节点以保障高质量交付，关注代表性企业遴选与深度调研质量。他提出可采用分阶段发布——先推框架预热，后续再选择合适场合发布完整成果，并建议安排专业记者全程参与调研以强化内容传播效能，提升项目影响力与行业价值。 东浩兰生会展集团股份有限公司副总裁裘皓明结合丰富会展组织经验，指出制造业AI应用存在数据孤岛与行业语料差异大等现实难点，强调通用型图谱构建难度高。她建议聚焦企业级AI转型路径，尤其关注后端管理侧等相对易落地场景，主张图谱应服务于大会场景对接实效，推动A...

Shares of enterprise software company Workday (NASDAQ:WDAY) jumped 5.4% in the afternoon session after the technology sector rallied, pushing the Nasdaq near all-time highs, as investors cheered a potential de-escalation of geopolitical tensions in the Middle East amid a flurry of positive news in the artificial intelligence space.

Nicolae Popescu/iStock via Getty Images The YieldMax GOOGL Option Income Strategy ETF ( GOOY ) is an actively managed exchange-traded fund designed to provide investors with income through the deployment of a synthetic covered call strategy on Alphabet ( GOOGL ) shares. In doing so, investors will gain growth exposure to GOOGL shares while earning income on sold call options while holding US Treasuries as collateral while earning yield. Investment Thesis for GOOY GOOY can be an appealing investment strategy for those seeking to gain exposure to GOOGL’s performance in the form of distributions. While GOOY may lag in total returns over time, shares tend to perform relatively in line with GOOGL shares in the short run. TradingView The limiting factor to realizing upside potential is the covered call strategy, which entails selling 1-month call options on GOOGL shares, typically 0-15% above the price of GOOGL shares at the time of writing. This can provide the fund with significant breathing room depending on the market dynamics, extending or contracting theta and delta risk, with theta being associated with time value and delta being associated with the relative price change with respect to the underlying shares. Looking at the current holdings, GOOY’s long position in GOOGL shares expires on May 15, 2026 at a $310 strike price, meaning that the options are deep in the money and can reflect the full value of price changes with respect to GOOGL shares. The covered calls held expire at the end of the week, also with strike prices in the money ranging from $317.5 to $322/share. Offsetting this risk are options spread deployed to offset exposure to the long-term position, with long call positions expiring on the same date as the covered calls at a strike price above the covered call positions. Essentially, these positions act as a hedge against downside exposure to the fund, allowing GOOY to offset the price dispersion with the ability to purchase shares at $325-330/share ...