4月13日，外交部发言人郭嘉昆主持例行记者会。有记者就美国总统特朗普重申将封锁进出伊朗港口船只相关言论提问。对此，郭嘉昆表示，霍尔木兹海峡是重要的国际货物和能源贸易通道，维护该地区的安全稳定和畅通符合国际社会共同利益。海峡通航受阻的根源在于伊朗战事，解决这一问题的出路是尽快停火止战。各方应该保持冷静和克制。中方愿继续发挥积极建设性作用。（央视新闻）

Thicha Satapitanon/iStock via Getty Images The last time I wrote about Voyager Therapeutics ( VYGR ), it was with a Seeking Alpha article entitled " Voyager: Anti-Tau Antibody Differentiation For AD Treatment Could Boost Prospects ." With respect to this article, I mentioned that the company was set to provide an update with respect to safety, tolerability, and pharmacokinetic [PK] data from its phase 1 single-ascending dose [SAD] study using its anti-tau monoclonal antibody VY7523 for the treatment of patients with Alzheimer's Disease [AD]. I rated the stock as a "Strong Buy," and I'm going to keep this rating for now. Why is that? Well, there are several reasons why I'm going to maintain this rating for it. The first reason is because the company achieved what it needed to do with respect to its initial safety/PK data. More about this below, but the gist of it is that there were no serious adverse events [SAEs] reported at all, first and foremost. Secondly, the pharmacokinetic profile necessary to move on to the phase 1 multiple-ascending dose [MAD] portion of the phase 1 study using VY7523 to treat actual patients with AD was able to happen because of what was achieved in the final safety/PK outcome. The third reason is because the company has not yet released any actual data on the mode of action for this drug to treat these patients. Thus, it's too early for me to downgrade the stock yet, as key data has yet to be released. This is where a major catalyst comes into play, which is that the company is expected to release tau positron emission tomography [PET] imaging data from the phase 1b MAD study using this drug to treat these patients in the second half of 2026. This is going to be the major inflection point; thus, without seeing this first, I don't believe a downgrade is yet in order. In addition, the company mentions in its Q4 and full-year 2025 financial report that it intends to release third-party data based on the advancement of VY7523 to treat AD patie...

Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

President Donald Trump said the US will blockade the Strait of Hormuz following the failure of peace talks with Iran in Islamabad, a move that will likely exacerbate oil and fuel shortages globally. Bloomberg's Rosalind Mathieson reports. (Source: Bloomberg)

格隆汇4月13日｜耶路撒冷地区法院12日同意以色列总理内塔尼亚胡暂不就其所涉贪腐案出庭。内塔尼亚胡此前以以色列和整个中东地区发生“重大事件”为由提出，目前无法出庭。同一天，内塔尼亚胡声称，以军对黎巴嫩真主党的军事打击将继续。

Taiwan Semiconductor to release earnings on Thursday! AI demand 'fuels' performance engine, with potential for record profits for the fourth consecutive quarter. 富途牛牛

格隆汇4月13日丨2026年4月8日，WTO保障措施委员会发布埃及代表团向其提交的保障措施通报。埃及自2026年4月2日起对进口热轧板卷[Hot Rolled Flat Steel (HRC and/or HRFS)]以到岸价（CIF）从价税结合最低从量税实施保障措施（含临时保障措施），具体如下：2026年4月2日至2026年9月13日税率为13.6%且不低于76美元/吨；2026年9月14日至2027年9月13日税率为13.5%且不低于75美元/吨；2027年9月14日至2028年9月13日税率为13.4%且不低于74美元/吨。本案调查期为2021年1月至2024年12月。涉案产品的埃及税号为7208.10、7208.25、7208.26、7208.27、7208.36、7208.37、7208.38、7208.39、7208.40、7208.51、7208.52、7208.53、7208.54、7208.90、7211.14、7211.19、7225.30、7225.40、7226.91、7226.990010。涉案产品不包括厚度超过20毫米且宽度超过1600毫米的热轧扁钢板，以及碳含量不超过0.02%、用于搪瓷(ED)/IF钢的热轧钢卷或热轧钢板。

小米集團－Ｗ(01810)出現大手買入24.84萬股，成交價$30.58，涉資759.607萬 AASTOCKS.com

小米集團－Ｗ(01810)出現大手賣出28.2萬股，成交價$30.6，涉資862.92萬 AASTOCKS.com

在接下来的一个月里，投资者将仔细分析美国各行业主要公司的业绩，以寻找中东冲突是否已经开始对全球经济产生影响的迹象。 本周，美股将迎来一个新变量：美股第一季度财报季将于本周一开启，高盛、贝莱德和摩根大通等金融机构本周将陆续公布财报。市场预计，标普500指数盈利增长率将达到12.6%，连续第六个季度实现盈利增长。 一些分析师还认为，部分美股科技股在此前由于人工智能（AI）颠覆式交易冲击叠加中东冲突影响，大幅调整后，基本面和盈利预期已足以支撑投资者抄底。 预计一季度盈利增长率12.6% 13日，一众金融机构将拉开第一季度财报季的序幕，高盛、贝莱德和摩根大通在内的美国最大金融公司将于本周发布财报。 在接下来的一个月里，投资者将仔细分析美国各行业主要公司的业绩，以寻找中东冲突是否已经开始对全球经济产生影响的迹象。这场冲突此前给全球市场带来巨大冲击，并威胁到企业和消费者的成本。美国公布的最新通胀数据似乎也体现出这一点。美国劳工部10日发布的数据显示，由于能源价格大幅上涨，3月美国消费者价格指数（CPI）同比上涨3.3%，显著高于2月份的2.4%，为2024年6月以来最高水平。 投资平台eToro美国投资分析师肯威尔（Bret Kenwell）称，如果投资者已经厌倦了中东冲突新闻及其近几周来对市场的剧烈冲击，那么即将到来的财报季或许能带来令人欣喜的节奏和基调的变化。对商业状况和未来利润的预测旨在为公司股价提供参考和决定性因素，一些投资者 渴望 回归基本面。“财报发布是市场将注意力从地缘政治转移回基本面的良机。”但他也提示称，“风险在于，财报并不能真正带来这种信心。” 市场对本财报季的预期确实很高。据FactSet数据，分析师预计标普500指数第一季度盈利增长率为12.6%。这将是连续第六个季度实现两位数增长。即将发布季度盈利预期的公司数量也已攀升至2021年以来的最高水平。 在这样的背景下，重大宏观经济事件，无论是中东冲突还是美国关税政策，都可能扰乱华尔街的预测，令投资者感到恐慌，并拖累美股重新下跌。肯威尔称，这将是一个动荡的季度。甚至在中东冲突爆发之前，科技股就一直受到即将到来的“SaaS末日”担忧，即AI技术将颠覆大型软件公司的影响。 雪上加霜的是，Zacks投资管理公司首席市场策略师穆尔伯里（Brian Mulberry）补充称，投资者变得越来越难以取悦，至少在企业盈利方面...

格隆汇4月13日｜东吴证券研报指出，新宙邦六氟涨价盈利弹性明显，业绩略超市场预期。公司预告26Q1归母净利4.6-5亿元，同比+100-117.5%；扣非净利4.49-4.89亿元，同比+102.5-120.5%，对应归母净利中值4.8亿，同环比109%/+37%，同环比高增略超市场预期。电解液六氟VC涨价贡献业绩弹性、单位盈利明显修复。全年看该行预计石磊26年出货4万吨，若假设六氟12万，石磊贡献5亿元左右归母利润，假设VC价格15万，预计贡献利润5亿+，弹性显著。预计氟化工26Q1贡献1.8亿利润，26年公司半导体冷却液产品客户认证有望基本完成，预计26年开始放量，且我们预计26年海德福减亏，预计氟化工合计贡献8-9亿利润，增速恢复。电容器化学品及半导体化学品26Q1预计贡献0.8亿利润，预计全年贡献3-4亿元左右利润。给予26年30xPE，目标价96元，维持“买入”评级。

Meta正在打造人工智能版马克・扎克伯格，可代他与员工互动，这是这家科技巨头全面向AI转型的重要举措之一。 据四位知情人士透露，这家市值1.6万亿美元的集团一直在研发照片级逼真、可实时交互的AI 3D数字人。其中三位人士称，公司近期已将AI版扎克伯格列为优先项目。 知情人士表示，扎克伯格本人亲自参与了这个动画AI形象的训练与测试，该数字人未来可向员工提供对话与反馈。其训练素材包括这位亿万富豪的举止、语气、公开言论，以及他近期对公司战略的思考，旨在让员工通过与AI互动，更贴近创始人。 该项目尚处早期阶段，且与扎克伯格另一项“CEO智能体”计划相互独立——后者旨在为他提供信息快速检索等工作辅助。 过去一年，扎克伯格已投入数百亿美元，承诺研发“个人超级智能”，力争在前沿大模型领域追赶OpenAI、 谷歌 等竞争对手。 上周三，Meta发布了MuseSpark——一款小型、非公开的“专用模型”，可应用于全产品线，在健康推理、视觉理解等领域具备先进能力。该发布受到华尔街投资者欢迎，Meta当日股价上涨7%。 知情人士称，扎克伯格在主导AI转型过程中愈发亲力亲为，每周会花5至10小时参与各类AI项目编码，并出席技术评审会。 2023年9月，Meta推出Meta AI助手，以及一批基于名人形象打造的AI聊天机器人，包括史努比狗狗等明星授权使用其声音与肖像。 多位知情人士表示，这类AI数字人的研发，源于扎克伯格注意到AI陪伴初创公司Character AI的成功，尤其在年轻用户群体中。 Meta随后推出“AI工作室”，允许用户生成自己的AI数字人，或让创作者打造自己的AI分身与粉丝聊天。 然而，这类人格化AI去年陷入争议，有报道称用户生成露骨性化形象，引发公众与监管机构对儿童安全的担忧。自1月起，Meta已限制青少年访问AI数字人功能。 据知情人士透露，Meta新成立的超级智能实验室已在探索新一代数字人。该公司部分重心放在打造照片级逼真的虚拟AI形象上，但技术落地难度较大——实现逼真效果需要大量算力，且要避免交互延迟。 Meta也在优化数字人的语音交互，去年收购了PlayAI和WaveForms两家语音技术公司。 知情人士称，AI版扎克伯格将基于他本人的图像与声音训练；若实验成功，未来网红与创作者也可打造同款个人AI分身。 Meta正推动内部员工全面使用AI技术以简化流程、提升效率...

Source: Bloomberg, 6:26

格隆汇4月13日｜根据全球知名数据统计机构Numbeo的数据，下图对比20种常见商品在中国和印度的价格。 整体而言，中国的税后月平均工资为1,054美元，印度为444美元。印度在大多数品类上都更便宜，尤其是房租和食品杂货；中国较高的工资水平则有助于抵消其较高的物价。 具体来看，最大的价格差异体现在日常必需品上。例如：一打鸡蛋在中国的价格约为1.59美元，在印度约为0.91美元。在中国，平价餐厅一顿饭的价格约为2.91美元，而在印度约为2.16美元。交通成本相对接近，两国的公共交通票价均低于0.30美元。 就汽车或电子产品等大宗商品而言，价格差距会缩小。在中国，一辆新款小型车的售价约为18,903美元，而在印度则约为12,933美元。同样，智能手机或宽带套餐等商品的价格差异远小于食品或房租，这表明全球化商品对当地经济差异的敏感度较低。

ERSTE Portfolio Bond Europe (D1WL.MU) 股價、新聞、報價和記錄 Yahoo 財經

Poland’s largest lender PKO Bank Polski SA is speeding up its evaluation of opening a branch in Hungary after a pro-European opposition secured a landslide victory. Hungarian Prime Minister Viktor Orban conceded defeat in Sunday’s election after 16 years in power. The historic win by Peter Magyar’s Tisza party is seen helping unblock access to EU financing, which has been partly frozen by Brussels due to rule-of-law breaches by Orban’s administration. “Following the election, we hope for a more predictable regulatory environment,” PKO Chief Executive Officer Szymon Midera told Bloomberg News in Warsaw on Monday. The state-controlled bank plans to double its European branch network to keep up with local companies expanding beyond their home market, the CEO said earlier this year.

Twilio’s triple digit P/E ratio is risky, but positive exposure to the AI revolution and solid execution is giving investors a reason to be bullish.

Assessing Broadcom (AVGO) Valuation As Recent Gains Revive The AI Infrastructure Narrative simplywall.st

CHUNYIP WONG/iStock via Getty Images KKR's ( KKR ) Japan real estate management subsidiary, KJRM Holdings, plans expansion in purchases of properties that Japanese companies want to sell off—a market the firm estimates at ¥450T, or $2.8T. "Corporate demand to sell real estate is very strong due partly to shareholder activists and that will likely be the case for three to five years," according to KJRM Holdings’ president, Naoki Suzuki said in an interview, the Japan Times reported. "The trend of companies selling off their real estate holdings to improve capital efficiency will continue." The U.S.-based investment firm is positioning its Japan-focused property platform to capture a growing wave of disposals as local corporations face mounting pressure. Suzuki added that more than half of the properties acquired in recent years by KJRM-managed real estate investment trusts and private funds were sourced from corporate divestments. The Japanese unit is focusing on inflation‑resistant, high‑cash‑flow properties in major cities such as Tokyo, Osaka, and Nagoya, betting that higher rents can offset rising interest rates and borrowing costs. More on KKR & Co. KKR: Still A Growth Story Despite Credit Fears KKR & Co: Crushed As Private Credit Fearmongering Goes Into Overdrive KKR & Co. Inc. (KKR) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript Investors asked to withdraw over $20B from private credit funds in Q1, FT says KKR in talks to sell BMC Helix to Montagu for $900M - report

Broadcom Inc. $AVGO Shares Bought by Ameliora Wealth Management Ltd. MarketBeat

Apella Capital LLC Has $20.55 Million Stock Holdings in Alphabet Inc. $GOOG MarketBeat

格隆汇4月13日｜中银证券研报指出，当升科技出货量保持快速增长，新型材料有望放量。公司2025年实现营收103.74亿元，同比增长36.63%，实现盈利6.32亿元，同比增长34.02%。受益于新能源汽车及储能市场需求的持续拉动，公司锂电材料销量保持较快增长。2025年，公司实现锂电材料营收102.04亿元，同比增长37.12%，实现销量14.89万吨，同比增长47.87%。公司围绕锂电池正极材料逐步形成完整的产品布局。磷酸铁锂五代超高压实产品验证进展顺利并完成头部客户导入，高镍和超高镍多元材料已成功导入全球高端电池厂商供应链并持续稳定放量。固态电解质方面，公司已具备规模化供应能力，产品已在头部客户进入批量验证。公司锂电材料销量实现同比大幅增长，新型电池材料有望放量。维持“增持”评级。

迪拜2026年一季度房地产交易额同比增长31% 据阿通社消息，2026年第一季度，迪拜房地产交易总额达2520亿迪拉姆，同比增长31%，交易数量增长6%。数据表明，市场增长受稳健经济基本面、政策支持及多元投资驱动，而非短期波动。先进基础设施、数字生态及灵活监管进一步增强市场吸引力。整体来看，在迪拜经济议程 D33 的推动下，迪拜房地产行业持续巩固其全球投资目的地地位，成为经济增长的重要引擎。（阿通社） 阿布扎比2026年一季度房地产交易额激增160.7% 据阿通社消息，阿布扎比房地产中心报告显示，2026年第一季度该酋长国房地产交易总额达660亿迪拉姆，同比增长160.7%。胡达里亚特岛、莉姆岛、萨迪亚特岛及亚斯岛为交易最活跃区域。该中心总干事表示，市场表现反映了本地及国际投资者对阿布扎比的强劲信心，市场正变得更加规范并聚焦长期投资。外国直接投资显著增长，个人投资总额达82.7亿迪拉姆，同比增长423%，投资者来自99个国籍。（阿通社） 穆巴达拉2025年资产管理规模增长17%至3850亿美元 据 ARAB NEWS 消息，阿布扎比主权基金穆巴达拉（Mubadala）2025年管理资产规模达1.4万亿迪拉姆（约合3850亿美元），同比增长17%。公司五年和十年年化回报分别为10.7%和10.3%，显示长期投资表现稳定。首席执行官 Khaldoon Khalifa Al-Mubarak 表示，业绩反映长期战略成效，公司将依托稳健的资产负债结构和充裕流动性，继续支持阿联酋经济多元化，并应对区域及全球挑战。（ARAB NEWS） Invest Qatar 举办投资者对话，重申商业环境韧性 据 The Peninsula 消息，卡塔尔投资促进局（Invest Qatar）近日举办高层投资者对话会，强调在地区不确定性背景下，卡塔尔营商环境依然稳定且具韧性。官方指出，卡塔尔具备稳健宏观经济基础、良好财政状况及稳定供应链体系，并获得国际评级机构持续认可。公私协作是应对挑战的关键，国家机构正持续强化安全、稳定、支持性的营商环境。（The Peninsula） 卡塔尔商工部推出5项知识产权电子服务 据 Gulf Times 消息，卡塔尔商业与工业部（MOCI）宣布上线5项新的知识产权电子服务，相关线上服务总数增至7项。此举属于数字化转型战略的一部分，旨在简化流程、加快办理效率并提升服...

Morning, I’m Louise Moon from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. War in Iran may derail a recovery in British living standards , hitting incomes and business confidence. Not just a blow to households, but also to Keir Starmer’s promise of boosting living standards over the parliamentary term. The Resolution Foundation think tank has warned of a 0.6% drop in income this financial year for a typical UK household, based on forecasts for energy prices. It had expected a 0.9% rise. That equates to being £500 worse off. Meanwhile, Deloitte’s survey of finance chiefs found the conflict has pushed business confidence to the lowest since the early stages of the pandemic, six years ago. While that thankfully doesn’t seem to have reached the wider labour market yet, the threat is a setback to personal finances that have been steadily recovering since the inflation shock caused by Russia’s invasion of Ukraine in 2022. “For those in the middle and toward the top of the income distribution, even the thin growth they had been expecting has tipped into negative territory,” said Resolution Foundation chief economist James Smith. What’s your take? Ping me on X , LinkedIn or drop me an email at lmoon13@bloomberg.net. Oh, and do subscribe to Bloomberg.com for unlimited access to trusted business journalism on the UK, and beyond. What We’re Watching Heathrow said the outlook is uncertain for the next few months due to war in the Middle East. While that led to a 10% spike in transfer passengers last month, the airport said growth is slower than European rivals as runway slots are full. London-listed money transfer firm Wise is on track to shift its primary listing across the pond to the Nasdaq next month. It reported a 24% rise in fourth quarter underlying income as customer growth fuelled gains in deposits. Mid cap homebuilder Vistry named internal candidate Adam Daniels as its new CEO, as Greg Fitzgerald retires after almost a d...

Aon ( AON ) declares $0.82/share quarterly dividend , 10.1% increase from prior dividend of $0.745. Forward yield 1.05% Payable May 15; for shareholders of record May 1; ex-div May 1. The company raised its quarterly dividend by 10.1% after paying a quarterly dividend of $0.745 in each of the previous 4 quarters. See AON Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aon Aon Stock: Setup Has Improved But Not Enough For A Buy (Rating Upgrade) Aon Earnings Review: Solid Results Underscore Long-Term Investment Case Aon plc (AON) Q4 2025 Earnings Call Transcript Aon tests stablecoin payment for insurance premiums with Coinbase and Paxos Top Quant rated insurance brokers in focus amid AI disruption fears

伊朗武装部队哈塔姆安比亚中央总部发言人13日表示，敌方船只现在和将来都无权通过霍尔木兹海峡，其他船只将继续获准通过该海峡，但须遵守伊朗武装部队的规定。(新华社)

两市近2400只个股上涨，超2900只个股下跌。 4月13日，四大股指集体收涨，沪指涨0.06%，深成指涨0.69%，创业板指涨0.8%，科创综指涨0.67%。 盘面上油气股午后走高，锂矿股活跃，CPO、PCB概念、光伏、猪肉、电力、汽车整车板块涨幅居前；游戏股低迷，医药、贵金属、港口航运等板块走低。 具体来看，锂矿概念股涨幅居前。天华新能大涨逾17%，大中矿业、西藏城投等多股涨停。 游戏板块集体走低。巨人网络大跌8.8%，三七互娱、世纪华通等多股跌逾3%。 沪深两市成交额2.14万亿，较上一个交易日缩量1725亿。两市近2400只个股上涨，超2900只个股下跌。