华尔街几大银行合计对私募信贷机构的敞口至少达到1000亿美元，这也让外界得以一窥这一备受关注的行业，投资者对其信贷质量以及人工智能带来的潜在冲击愈发担忧。 富国银行 表示，其第一财季对私募信贷机构的敞口约为362亿美元；花旗集团则披露，第四财季其相关贷款规模为220亿美元，并称其企业私人信贷融资组合在整个存续期间“零损失”。 摩根大通 披露的这一数字为500亿美元。首席执行官杰米·戴蒙在与分析师的电话会议上表示，他对此“并不特别担心”。 戴蒙表示：“只有当私募信贷出现非常巨大的损失时，银行才可能真正受到冲击。这并不意味着不会感受到一定的压力或紧张，也可能需要采取一些应对措施。但我对此并不特别担心。” 近年来，华尔街对非银行金融机构的放贷规模受到更多关注，原因在于私募信贷行业正面临越来越多的审视，包括底层贷款质量，以及对容易受到人工智能冲击的企业（如软件公司）的敞口。 以富国银行为例，在相关抵押资产中，商业服务、软件和医疗保健行业的公司约占总价值的一半，其中软件公司占17%。 富国银行在周二的一份投资者演示材料中指出，在超过98%的此类交易中，如果底层资产的信用表现恶化，该行可以调整保证金水平。这些证券化贷款大约具有40%的缓冲空间，也就是说，在富国银行实际确认损失之前，其所提供资金的基金需先承担约40%的损失。 富国银行表示，其中约80亿美元的贷款是以股权对手方形式提供给商业发展公司（BDC），主要为私人BDC。 这些业务属于富国银行对非银行金融机构贷款组合的一部分，截至3月31日，该类贷款总额为2102亿美元。这些贷款既包括由资产池支持的证券化贷款，也包括通过其自营承销逐笔发放的贷款。 责任编辑：李桐

Chrome is the most popular browser in the world, and the competition is not even close. So the browser is a key part of Google's efforts to get everyone using its AI tools. The company's chatbot has already infused various parts of the Chrome UI, and you can even turn Gemini loose to control the browser . The latest AI addition to Chrome comes in the form of "Skills," reusable prompts you can access while browsing with a single click. Skills don't so much add new functionality as they make it easier to repeat tasks that were already possible with Gemini in Chrome. Previously, you would have to reenter the prompt each time you wanted Gemini to do something in Chrome; whether that meant typing it or copy-pasting from a saved document, you had to do it manually. Saving those favorite prompts as Skills in Chrome makes them quicker and easier to access. Saving a Gemini prompt as a reusable Skill Saving a Gemini prompt as a reusable Skill The desktop version of Chrome will remember your saved Skills across devices. As long as you're logged in to your Google account, you can type forward slash ( / ) in Gemini or click the plus button to bring up your saved Skills. Simply click, and it will run in the current tab. You can also add additional tabs if it's a skill that pulls from multiple sources. Read full article Comments

UBS upgraded Tesla to a neutral rating on Tuesday, but doesn't expect "meaningful" robotaxi scaling. Tesla stock rose, extending a win streak,

受投资者对美伊可能重启谈判的乐观情绪推动，欧洲股市上涨。 斯托克欧洲600指数收盘上涨1%，媒体和旅游板块领涨。能源股表现最弱，因布伦特原油跌破每桶100美元。 一位了解德黑兰方面讨论情况的人士透露，伊朗正考虑短期暂停该国通过霍尔木兹海峡的航运，以避免试探美国的封锁行动并破坏新一轮和谈。美国总统唐纳德·特朗普表示，在美军开始封锁伊朗港口后，德黑兰已主动联系寻求达成协议。 得益于市场情绪改善，欧洲股市本月以来反弹逾5%，正逼近战前水平。与此同时，标普500指数已收复自冲突爆发以来的全部跌幅。 责任编辑：李桐

格隆汇4月15日｜据路透社报道，两名美国政府官员当地时间周二表示，特朗普政府将允许针对伊朗海上石油实施的30天制裁豁免在本周晚些时候到期，当前美国正对来自伊朗港口的运输实施封锁。美国财政部于3月20日发布的这一豁免允许约1.4亿桶石油进入全球市场，并在对伊朗战争期间缓解了能源供应压力。美国财长贝森特上月表示，该豁免将于4月19日到期。此举出台之际，美国两党议员均批评政府在美以对伊朗开战以及俄乌冲突持续的背景下，暂时放松对伊朗和俄罗斯的制裁。一名美国官员表示，华盛顿拥有多种手段可用于针对购买伊朗石油的机构，包括“次级制裁”。该消息人士称，“此外，随着联合国对伊朗制裁的恢复，以及伊朗过去试图通过看似合法的活动掩盖其非法行为的历史，与伊朗的任何交易都可能触发额外制裁，”

格隆汇4月15日｜据俄新社：俄罗斯喀山一家火药厂发生火灾，两人受伤。

Source: Bloomberg, 0:00

Google is launching a new Chrome workflow feature that allows you to reuse your favorite Gemini commands across multiple web pages. Any AI prompts can now be saved as "Skills" in the Chrome desktop browser, letting you instantly run them across any tabs you select. "Until now, repeating an AI task - like asking for ingredient substitutions to make a recipe vegan - meant re-entering the same prompt as you visited different pages," Chrome product manager Hafsah Ismail said in the announcement. "To make this easier, we're launching Skills in Chrome, which lets you save and reuse your most helpful AI prompts and run them with a single click." … Read the full story at The Verge.

Google is adding “Skills” to Chrome, letting users save and reuse AI prompts across websites. The feature builds on Gemini’s browser integration.

US Carrier Takes Long Route To Gulf To Avoid Bab el-Mandab Strait And Houthis By Mallory Shelbourne of USNI News Aircraft carrier USS George H.W. Bush (CVN-77) is operating off the coast of Namibia, as it sails around the African continent and is set to join a growing naval force in the Arabian Sea amid a U.S. blockade of the Strait of Hormuz, USNI News has learned. USS George H.W. Bush (CVN-77) transits the Atlantic Ocean, Feb. 15, 2026. US Navy photo Bush, which deployed at the end of March , did not sail through the Strait of Gibraltar and into the Mediterranean Sea, a typical transit for East Coast-based carriers headed to the Middle East. The carrier and its escorts – which include USS Donald Cook (DDG-75), USS Mason (DDG-87) and USS Ross (DDG-71) – are instead sailing around Africa, two defense officials confirmed to USNI News on Monday. Supply-class fast oiler USNS Arctic (TAOE-8) is also operating with the Bush Carrier Strike Group. The path around Africa allows the carrier and its escorts to avoid transiting the Red Sea and the Bab el-Mandeb, which were both hubs of activity for the Houthis in their drone and missile attacks on U.S. and commercial shipping in 2024 and 2025. Bush ’s transit around Africa comes as the U.S. initiates a blockade of the Strait of Hormuz following a Sunday announcement from President Donald Trump. U.S. Central Command subsequently issued a statement explaining how U.S. forces would execute a blockade of the crucial waterway that has been a main flashpoint since the U.S. and Israel launched the war against Iran at the end of February. “The blockade will be enforced impartially against vessels of all nations entering or departing Iranian ports and coastal areas, including all Iranian ports on the Arabian Gulf and Gulf of Oman,” reads the Sunday CENTCOM statement. “CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports.” A Monday notice issued to mariners, obtai...

AbbVie 's (NYSE: ABBV) most important therapeutic area has historically been immunology, where it has marketed billion-dollar drugs like Humira, which was once the world's best-selling medicine. The pharmaceutical giant remains a leader in this niche, but it also has a notable presence elsewhere and is now branching out into the fast-growing weight-loss market. Last month, AbbVie reported encouraging clinical trial results for a promising anti-obesity candidate. Could the company eventually pose a serious challenge to Eli Lilly (NYSE: LLY) , the leader in this area? Image source: Getty Images. On March 9, AbbVie reported phase 1 data for ABBV-295, an investigational weight loss medicine. There are several things to note about this candidate. First, it is an amylin analog, that is, it mimics the action of the amylin hormone, which is responsible for satiety, controlling post-meal glucose spikes, and other functions. So, ABBV-295 isn't a GLP-1 medicine. Continue reading

The stock market has been off to a shaky start to 2026. The S&P 500 is up less than 1% entering trading Tuesday, but for much of the year it's been in negative territory. Many top growth stocks have been performing even worse, as investors have moved away from high-priced stocks that may be vulnerable to declines. Even the illustrious "Magnificent Seven" stocks haven't been raging buys this year. The two worst-performing stocks in that group at this stage of the year are Microsoft (NASDAQ: MSFT) and Tesla (NASDAQ: TSLA) . They're both down more than 20% thus far, and are facing very different challenges. Which of these stocks is the better buy right now? Image source: Getty Images. Continue reading

The popular semiconductor ETF (SMH) is up almost 23.% YTD and trading near its all-time highs as AI infrastructure spending continues to accelerate.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.98%. June E-mini S&P futures (ESM26 ) are up +0.73%, and June E-mini Nasdaq futures...

特朗普大肆抨击曾经的政治盟友、意大利总理梅洛尼，加深了两人之间的裂痕。此前，梅洛尼对伊朗战争和特朗普对教宗良十四世的攻击表示反对。 “我对她感到震惊，”特朗普在长达六分钟的采访中表示，“我本以为她很勇敢，我错了。”该采访以意大利语发表。 他的这番言论几乎与他之前对梅洛尼的看法完全相反。他曾形容梅洛尼是一位“美丽的年轻女性”，在欧洲“掀起一股风暴”。 2025年，特朗普和梅洛尼在华盛顿白宫椭圆形办公室 这场交锋凸显出双方关系的裂痕。此前，意大利拒绝美国使用西西里的一处基地来执行针对伊朗战争的作战行动。周二，梅洛尼冻结了与以色列的一项军事合作协议，试图与中东战争保持距离。 此事也演变成了人身攻击。周日，特朗普抨击教宗，称他“在打击犯罪方面软弱无力，外交政策糟糕透顶”。次日，梅洛尼称这些言论“令人无法接受”。 特朗普表示，梅洛尼“才令人无法接受，因为她不在乎伊朗是否有核武器，如果可以的话，伊朗会在两分钟内把意大利炸成碎片。” “梅洛尼不愿在北约问题上帮助我们，她也不想帮助我们消除核武器，”他表示，“她与我原先认为的非常不同。” “她只是简单地说，意大利不应该卷入其中。尽管意大利从那获取石油，即使美国对意大利非常重要，她也认为意大利不应该卷入其中，”特朗普补充道，“她认为美国应该替她把事办了。” 尽管特朗普与盟友关系紧张，威胁要退出北约并入侵格陵兰，但他的这番言论可能对梅洛尼有利。自上月在一项关键公投中失利以来，梅洛尼一直处于被动局面，同时还面临经济放缓和能源价格飙升。 罗马路易斯大学研究员Lorenzo Castellani表示，“梅洛尼一直在寻找机会与特朗普拉开距离，而这次正面攻击给了她这个机会。对教宗的攻击以及经济不确定性，可能已经改变了对与他结盟是否可持续的判断。” 责任编辑：李桐

Key PointsBritain is spending $805 million on SMRs -- with $29.9 billion more to come.

Retail gasoline and diesel prices in the US are at their highest seasonal levels ever, a pain point for consumers looking ahead to summer travel. While fuel costs have eased slightly in recent days as oil markets weigh the possibility of a US-Iran deal to end the war, retail prices are still elevated — especially for this time of year. Gasoline averaged $4.12 a gallon on Monday, according to the American Automobile Association. That’s a record for the date and compares with the previous high of $4.07 on the same day in 2022, following the price spike driven by Russia’s invasion of Ukraine. Meanwhile, national average diesel prices sat at $5.65 a gallon, more than 60 cents above their previous high-water mark for this time, set in 2022. The war in Iran has effectively choked off traffic through the Strait of Hormuz, a vital waterway through which nearly a quarter of the world’s seaborne oil travels. That’s sent crude oil prices higher and fueled the biggest jump in US inflation in nearly four years. The surge in gasoline prices and diesel costs are rippling through to airfares as well as food and transportation costs. Read More: Why US-Iran Ceasefire Hasn’t Led to Hormuz Reopening The price of gasoline has risen more than $1.10 per gallon since the US and Israel launched attacks on Iran at the end of February. Prices of both fuels are expected to remain elevated. Gasoline prices could be higher for “a few more weeks,” US Energy Secretary Chris Wright said on Fox News on Tuesday. That echoed a forecast from the US Energy Information Administration from last week, which projected retail gasoline prices will average $4.16 a gallon in the second quarter if the conflict ends in April, before easing to average $3.55 by the fourth quarter.

Exclusive: UBS CEO Ermotti may stay late into 2027 due to new rules, succession gap, sources say Reuters

Wealthy residents of Gulf hubs like Dubai are scouting for homes in European hotspots to escape the Iran war. Alex Morgan explains. (Source: Bloomberg)

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最近24小时，MarketVectorTM数字资产100小盘指数涨2.01%，暂报2549.92点，北京时间06:00过后迅速上涨，期内大部分时间持稳于2560点附近。MarketVectorTM数字资产100中盘指数涨0.91%，报2769.65点。MarketVector数字资产100指数涨3.35%，报14877.09点，22:31曾达到15163.81点。目前，Solana涨1.23%，狗狗币涨2.35%，XRP涨1.31%。比特币涨2.26%，暂报74772美元；以太坊涨3.74%，暂报2338美元。

We Are/DigitalVision via Getty Images DeFi Development ( DFDV ) differs from Strategy ( MSTR ) in its focus on Solana ( SOL-USD ) rather than Bitcoin ( BTC-USD ) as its cryptocurrency of choice for its treasury. This strategy was essentially conceptualized by MSTR and involves tapping the public markets for perpetual liquidity through back-to-back stock offerings to raise cash that's used to buy crypto. DFDV currently holds 2,223,074 SOL , with these currently valued at $184.58 million. DFDV bought its SOL at markedly higher prices than the current level, with its average price per SOL currently sitting at around $159.05 . The company's core metrics are not great, with its market price to NAV ratio ("mNAV") sitting at 0.6x, markedly below the 1x benchmark required for DFDV to be able to sustainably tap its equity to buy more SOL. This metric shows how many times DFDV's stock price trades above a SOL per share in USD that's currently at $6.22. DeFi Development Corp. Website DeFi Development Corp. Website The inverted mNAV implies DFDV is trading at a roughly 40% discount to the value of its SOL holdings. Hence, bulls flag this as an opportunity to acquire SOL for what's essentially 40 cents on the dollar. To be clear, DFDV is trading hands for $3.90 per share against a SOL per share of $6.22. This happened on the back of a stock price that has dipped by 58% over the last 1 year and a 21.2% short interest that has placed SOL in a top 5 position of most shorted small- to mid-cap financial stocks. The bearish thesis here is that the company's ongoing operational layer, in aggregate with its financing costs and the negative mNAV, will create a type of paralysis that prevents the accumulation of new SOL. Bears do face a material risk of being exposed to another cryptocurrency rally that would act to lift the common shares. DeFi Development Corp. Website Indeed, DFDV's last purchase of SOL was made on the 16th of October, 2025, raising the risk of management having to sell...

Anthropic announced a new platform last week, Claude Managed Agents , aiming to cut out the more complex parts of AI agent deployment for enterprises and competes with existing orchestration frameworks. Claude Managed Agents is also an architectural shift: enterprises, already burdened with orchestrating an increasing number of agents, can now choose to embed the orchestration logic in the AI model layer . While this comes with some potential advantages, such as speed (Anthropic proposes its customers can deploy agents in days instead of weeks or months), it also, of course, then also turns more control over the enterprise's AI agent deployments and operations to the model provider — in this case, Anthropic — potentially resulting in greater "lock in" for the enterprise customer, leaving them more subject to Anthropic's terms, conditions, and any subsequent platform changes. But maybe that is worth it for your enterprise, as Anthropic further claims that its platform “handles the complexity” by letting users define agent tasks, tools and guardrails with a built-in orchestration harness, all without the need for sandboxing code execution, checkpointing, credential management, scoped permissions and end-to-end tracing. The framework manages state, execution graphs and routing and brings managed agents to a vendor-controlled runtime loop. Even before the release of Claude Managed Agents, new directional VentureBeat research showed that Anthropic was gaining traction at the orchestration level as enterprises adopted its native tooling. Claude Managed Agents represents a new attempt by the firm to widen its footprint as the orchestration method of choice for organizations. Anthropic is surging in orchestration interest Orchestration has emerged as an important segment for enterprises to address as they scale AI systems and deploy agentic workflows. VentureBeat directional research of several dozen firms for the first quarter of 2026 found that enterprises mostly chose ex...