TSMC sets Q1 sales record on AI chip demand, outpacing forecasts - CHOSUNBIZ Chosunbiz

巨人网络公告，2025年度营业总收入50.47亿元，同比增长72.69%；归属于上市公司股东的净利润16.69亿元，同比增长17.14%；扣除非经常性损益后的归属于上市公司股东的净利润20.58亿元，同比增长26.83%；基本每股收益0.90元/股，同比增长15.38%。

新宙邦公告，预计2026年第一季度净利润为4.6亿元至5亿元，同比增长100.11%至117.51%。报告期内，公司主营业务三大业务板块深度协同，总体经营业绩持续向好、增长动能强劲。电池化学品业务出货量实现同比快速增长，同时产品销售价格随行业竞争格局优化而逐步修复，销售量和销售额同比大幅上升，盈利能力有所提升。

财联社4月10日讯（编辑 梓隆）， 今日（4月10日），市场指数普遍迎来上涨行情，其中， 创业板指 再度长阳，截至收盘，其全天涨幅近3.8%，并创2021年12月以来近4年新高。若以近日行情统计，创业板指近3个交易日累计上涨近9.1%，在主要指数中领跑。 注：创业板指近日持续走高（截至4月10日收盘） 创业板成分股盘点，多只权重近日活跃 具体个股方面，以创业板指成分股统计，截至今日收盘，其100只个股近3个交易日平均上涨近6.58%，中位数涨幅5.43%。其中， 电连技术 、 长芯博创 、 蓝色光标 、 欣旺达 4股涨幅明显，且均在20%以上， 大族数控 、 中际旭创 、 安克创新 、 全志科技 、 富临精工 等股也涨幅居前，而 英科医疗 唯一跌幅超10%， 常山药业 、 华利集团 、 新诺威 等股小幅收跌。 若仅统计千亿市值的权重股，累计共有6股近3日涨幅在10%以上，分别为中际旭创、 江波龙 、 新易盛 、 亿纬锂能 、天孚 通信 、 同花顺 ， 润泽科技 、 胜宏科技 、 宁德时代 、 东方财富 、 阳光电源 5股近日涨幅也均在创业板指成分股同期均值水平上方。分行业板块来看，上述11只个股主要集中在通信、 电力 设备、 电子 板块，同时涵盖 非银金融 和 计算机 板块。 注：千亿市值创业板指成分股近3日涨跌情况（截至4月10日收盘） 受近期持续上涨提振，共有8只创业板指成分股今日股价创年内新高，分别为新易盛、 卓胜微 、 新宙邦 、富临精工、安克创新、中际旭创、欣旺达、长芯博创。其中，新易盛、中际旭创、长芯博创3股创 历史新高 ，总市值分别达8163亿元、5194亿元、653亿元。值得注意的是，目前中际旭创总市值在整个A股中的排名跃升至第17位。 板块资金情况概览，指数目前估值扫描 从估值上看，创业板指目前市盈率40.75倍，处于近十年42.61%分位，市净率6.46倍，处于近十年63.98%分位。以年内行情统计，其曾于2月25日市盈率升至43.59倍，为今年以来最高纪录，而在4月3日录得38.79倍，为年内最低数据。市净率方面，创业板指曾于1月12日、4月3日分别录得年内最高（5.85倍）、最低纪录（5.21倍）。 注：创业板指目前市盈率及分位情况（截至4月10日收盘） 融资余额数据方面，截至4月9日数据，累计共有24只创业板股近2日获融资客超1亿元加仓。其...

(RTTNews) - Uxin Limited (UXIN), a Chinese used car retailer, reported Friday a narrower net loss for the fourth quarter, attributed by higher revenue compared to last year with significantly higher transaction volume.

show999/iStock via Getty Images By Sara Rosner | James Russo | Henna Nordqvist, CFA Access to clean water may be a deciding factor in who wins or loses the AI race. AI’s rapid growth is driving demand not only for electricity but also for the clean water needed to run its physical infrastructure. As data centers expand, rising water intensity is straining supplies and testing long-term sustainability. In our analysis, these pressures create both risks and opportunities for active investors. How Cool Is AI? AI’s explosive growth shows little sign of ebbing , with a record $350 billion projected for AI-focused business investment in 2025 alone. As a result, global capacity for AI’s server-housing facilities, or data centers, is expected to rise 23% in each of the next five years, with the US dominating. The build-out is expected to spike data center electricity demand by 160% in the US, contributing to a 25% increase in overall power demand through 2030, according to the International Energy Agency. Meeting greater global power needs will have distinct challenges. But we also see a variety of potential risks stemming from water becoming either more scarce or less pure. This is because AI’s powerful data centers tend to run extra hot, and many of them require a lot of ultrapure water to constantly chill them. Consequently, a data center’s success will likely depend as much on access to ample and clean water as on reliable power sources. Rising Water Risk as a Market Disrupter Data centers aren’t the only AI boom participants in search of water. Semiconductor manufacturers and utilities are also intensive water users and are likely to need even more of it ( Display ). US power generation—particularly coal and nuclear—accounts for about 70% of all freshwater withdrawals, though most is returned to its source after cooling. US Water Demand Among AI Boom Participants Is Rising Rapidly For illustrative purposes only. Bgal/Year: billions of gallons per year; F: forecast As o...

States say disaster funding from the Federal Emergency Management Agency has slowed to a trickle under the Trump administration. That's delaying projects to protect communities from wildfires and hurricanes. (Image credit: JOSH EDELSON/AFP via Getty Images)

These three healthcare stocks will benefit from the growing demand for caregiving solutions as America’s sandwich generation faces rising eldercare needs

Friday marks six months since Gaza’s ceasefire deal took effect, a milestone largely lost in the confusion over the new and even more fragile ceasefire in the Iran war. The ravaged Palestinian territory of 2 million people has seen the most intense fighting stop between Israeli forces and Hamas-led militants. But most of the ceasefire work remains to be done, from disarming Hamas and ending its two-decade rule to deploying an international stabilisation force and beginning vast reconstruction....

新点软件公告，拟以5000万元-1亿元回购公司股份，回购价格不超过35元/股。

Amazon.com (AMZN)-backed Anthropic's Mythos reportedly prompted Treasury Secretary Scott Bessent and

新点软件公告，2025年实现营业收入18.37亿元，同比下降14.41%；净利润3613.88万元，同比下降82.31%。公司2025年年度利润分配预案为：公司拟向全体股东每10股派发现金红利1元（含税），截至2026年3月31日，公司总股本3.22亿股，扣减回购专用账户的股数182.72万股，以此计算合计拟派发现金红利3201.55万元（含税）；本年度以现金为对价，采用集中竞价方式已实施的股份回购金额5183.75万元，现金分红和回购金额合计8385.3万元，占本年度归属于上市公司股东净利润的比例232.03%。

日本公布新版外交藍皮書，將對中國關係降級為「重要鄰國」，並指日方對話大門仍未關上。在北京，外交部敦促日方反思糾錯，以實際行動維護中日關係政治基礎。 共同社報道，日本外務省周五公布2026年版《外交藍皮書》，總結去年外交與國際局勢，當中將對中國關係的表述，從2025年版的「最重要雙邊關係」，降級為「重要鄰國」，反映因日本首相高市早苗此前在國會發表涉台言論，而陷入緊張的中日關係。 又指涉台言論風波以來，中方對日本加強單方面批評和脅迫，包括中方軍機向自衛隊戰機照射雷達，及對日實施軍民兩用物項出口管制，並指日方就對話持開放態度，溝通大門仍未關上。 在北京，外交部敦促日方反思糾錯，以實際行動維護中日關係政治基礎。 外交部發言人毛寧說：「中日關係當前局面的根源，在於日本首相高市早苗發表涉台謬論，背信棄義、損害中日關係的政治基礎，挑戰戰後國際秩序。日方應當恪守中日四個政治文件和自身所作承諾，反思糾錯，以實際行動維護中日關係的政治基礎。」 除了中日關係，藍皮書亦提及美以伊戰事，稱包括能源安全保障在內的中東地區和平與穩定，對日本極為重要。明確重申絕不容許伊朗發展核武，又強烈譴責伊朗在霍爾木茲海峽周邊攻擊民用船舶的行徑，並稱將繼續作出外交努力，以早日平息伊朗緊張局勢。

Stock Market Today: S&P 500 Futures Fall Ahead Of March CPI As Trump Says Iran Isn't Upholding Ceasefire Benzinga

Kim Jong Un is showcasing his tighter ties with old allies and battlefield lessons from Ukraine, as he positions North Korea as a strong nuclear power before Donald Trump ’s trip to China. After three days of back-to-back missile tests , including purported cluster munitions plus a bomb for targeting enemy electric grids, North Korea is hosting China’s top diplomat for the first time in six years. That comes months after Kim stood beside Xi Jinping and Russia’s Vladimir Putin at a military parade in Beijing, for what Wang Yi billed as a “historic meeting.” “China will successfully defend, consolidate and develop the China-DPRK friendship no matter how the international situation may change,” Wang said, referring to the North by an acronym for its official name. A meeting with Kim was possible during the two-day trip, Yonhap reported , signaling his warming ties with China, after pulling closer to Russia as a backer of Moscow’s war. Rail links and Air China flights between Beijing and Pyongyang resumed this year, with analysts speculating this could pave the way for a future return of Chinese tourists to North Korea, which would give Kim another source of hard currency. Kim’s flurry of diplomacy — and weapons tests — come as Trump gears up to travel to China in the first visit of a sitting US president in nearly a decade. South Korea has been trying to encourage a meeting between the US and North Korean leaders around that mid-May trip, already once delayed by the Iran war. It’s unclear, however, whether either side is open to the idea. “North Korea now has a battle-forged alliance with Russia, and China continues to stand behind the regime,” said Doo Jin-ho, a researcher at the Korea Research Institute for National Strategy. “It’s no longer the country it once was — and is much harder for the US to deal with.” Washington has also shifted its approach. Since returning to the White House, Trump has directed America’s military might at US adversaries — and sometimes th...

早盤異動 | 中芯國際漲超5%，年度淨利潤增長39% 富途牛牛

浙江龙盛公告，2025年营业收入133.13亿元，同比下降16.18%。净利润18.29亿元，同比下降9.91%。公司2025年度拟以实施权益分派股权登记日登记的总股本为基数分配利润，每10股派发现金红利1元（含税），资本公积金不转增股本。

SoftBank Corp. is marketing its debut euro-denominated bond on Friday, with investors focused on risks stemming from its parent company’s aggressive push into artificial intelligence. The mobile unit of Japanese conglomerate SoftBank Group Corp . is selling euro-benchmark sized bonds with long six- and 10-year maturities, according to people familiar with the matter. The firm is marketing the June 2032 tranche at 135-140 basis points above mid-swaps and the June 2036 portion around 170 basis points above. SoftBank Corp.’s relatively stable position in Japan’s concentrated telecoms market offers support for the credit, though investors remain focused on risks tied to its parent company, wrote CreditSights analysts led by Mark Chapman . “Risk associated with its parent is a key focus for Softbank Corp creditors.” SoftBank Group has ramped up investment in artificial intelligence, including plans to finance a stake in OpenAI. The conglomerate is exploring raising as much as $40 billion in the loan market, which would mark its largest-ever dollar borrowing. The increased spending has drawn scrutiny from ratings firms. S&P Global Ratings recently revised its outlook on SoftBank Group to negative, citing risks tied to its growing exposure to OpenAI and broader funding pressures. The company’s shares have fallen about 14% this year, underperforming the broader market, while its credit default swaps — a gauge of default risk — have widened roughly 20%. The parent company priced ¥418 billion ($2.6 billion) of hybrid bonds targeting retail investors at an initial five-year coupon of 4.97%, marking the highest level for such debt issued by the corporate. S&P caps SoftBank Corp.’s rating at two notches above its parent, and CreditSights said a downgrade is unlikely “at least as long as an OpenAI IPO remains a fairly near-term possibility.” SoftBank Corp.’s euro bonds are expected to be rated BBB by S&P and BBB+ by Fitch Ratings. The sale is being managed by JPMorgan Chase & Co....

格隆汇4月10日｜香港金管局今日宣布，金融管理专员根据《稳定币条例》向碇点金融科技有限公司(由渣打银行(香港)、香港电讯和安拟集团合组的公司)及香港上海汇丰银行有限公司授予稳定币发行人牌照，以在香港发行稳定币。牌照于今日生效。根据持牌人的业务计划，待相关准备工作完成后，他们拟于未来数月内开展业务。持牌发行人在正式推出其合规稳定币前，需完成相关准备工作，包括科技平台及系统测试、风管措施落实、人手资源安排等等。根据两家机构目前的业务计划，预计香港受规管的稳定币将于今年年中至下半年陆续推出。

记者当地时间4月10日获悉，土耳其贸易部长博拉特宣布，经过长达十年的谈判，土耳其与沙特阿拉伯已正式解决土方货运卡车的过境签证问题。此前，博拉特在不同场合对外界透露，土方与沙特有关方面正在保持“密集沟通”并“取得进展”，将为本国货运司机办理为期15天的沙特过境签证。博拉特称，这将解决土耳其货物经沙特陆路转运至其他海湾国家的瓶颈问题。分析人士指出，该协议的达成正值霍尔木兹海峡因地区局势动荡、航运持续不畅之际。土耳其此举旨在通过开辟陆路走廊，降低对高风险海运航线的依赖，确保化肥、能源等战略物资进出口的供应链安全。(央视新闻)

财联社4月10日讯（编辑 杨斌） 今天上午3月通胀数据公布，PPI同比转正，但现券市场表现较强，30年国债收益率下行3BP。 国债期货收盘多数下跌，30年期主力合约涨0.20%报112.370元，10年期主力合约跌0.01%报108.260元，5年期主力合约跌0.03%报105.925元，2年期主力合约持平于102.482元。 银行间主要利率债收益率多数下行，截至下午16:30分，10年期国债活跃券260005收益率下行0.4bp报1.81%，10年期国开债活跃券250220收益率下行0.65bp报1.9395%，30年期国债活跃券2600002收益率下行3bp至2.31%。 （数据来源：Wind，财联社整理） 交易所债券市场收盘，“22黔开02”涨超4%，“玮盈3次”涨超2%，“25电化KGT01”、“25济新K2”、“24桂债04”涨超1%，“26龙建01”、“17海通03”、“20国债04”、“22国债16”跌超1%，“22国债19”跌2%。 统计局上午公布的3月中国物价数据显示，3月CPI同比上涨1%，预期涨1.3%，前值涨1.3%。中国3月PPI同比增0.5%，预期增0.5%，前值降0.9%。 业内人士指出，自4月以来，央行逆回购持续维持5至20亿元的低量投放，资金面整体偏宽松，隔夜利率始终维持在1.2%附近低位。在资金宽松推动下，短端收益率经历一波下行后逐步向长端传导，长端近日亦有小幅下行。3月PPI同比由负转正，释放了通胀回升的信号，上游涨价能否向下游传导仍是市场关注的焦点。 公开市场方面，央行公告称，4月10日以固定利率、数量招标方式开展了20亿元7天期逆回购操作，全额满足了一级交易商需求，操作利率1.40%，投标量20亿元，中标量20亿元。Wind数据显示，当日10亿元逆回购到期，据此计算，单日净投放10亿元。 资金面方面，Shibor短端品种集体下行。隔夜品种下行0.1BP报1.222%，创2023年8月以来新低；7天期下行0.1BP报1.319%，创2009年8月以来新低；14天期下行1.0BP报1.353%，创2022年8月以来新低；1个月期下行0.45BP报1.4615%，创2020年6月以来新低。 银行间回购定盘利率多数持平。FR001涨0.08个基点报1.3%；FR007持平报1.42%；FR014持平报1.43%。 银银间回购定盘利率...

香港金融管理局今日（4月10日）宣布，金融管理专员根据《稳定币条例》向碇点金融科技有限公司及香港上海汇丰银行有限公司授予稳定币发行人牌照，以在香港发行稳定币。 牌照于今日生效。根据持牌人的业务计划，待相关准备工作完成后，他们拟于未来数月内开展业务。（财联社）

格隆汇4月10日｜Piper Sandler将联合健康的目标价从390美元上调至399美元，维持“增持”评级。(格隆汇)

格隆汇4月10日｜4月9日，词元松（Tokenthon）全球行第四场活动成功举办，本场活动以“从“数字石油”到商业原力——词元经济与 AI 实战全解析”为主题，探讨 AI 浪潮下词元（Token，即“数字石油”）消耗急剧飙升带来的“词元枷锁”问题。 活动现场，有关负责人指出，词元松的组织愿景为携手生态各方共建无国界的词元经济共同体，并进一步分享了词元松全球行加速挺进深圳、惠州、硅谷、伦敦等全球科创中心的最新进展。 与会嘉宾携AI行业创新 Agent 项目进行了展示，并交流在极致词元成本支撑下开发出具有较大颠覆性的 AI 原生应用的探索路径。 此外，有关负责人还深度解析了KOVAR ROUTER平台的革命性调度机制。 KOVAR ROUTER 通过资源聚合和统一调度，成功消除多模型环境下的技术摩擦力，使算力“像自来水一样随手可得”，实现极致的调度效率。 未来，词元松将继续以词元为核心纽带，引领构建一个开放、普惠且可持续的全球词元经济生态系统。

格隆汇4月10日｜德明利(001309.SZ)今日涨停，股价创历史新高，换手率14.44%，成交额101.9亿元。龙虎榜数据显示，深股通买入8.39亿元，卖出4.6亿元，净买入3.79亿元；游资“南京帮”位列卖五席位，净卖出1.6亿元。上榜席位全天买入18.34亿元，卖出13.41亿元，合计净买入4.93亿元。(格隆汇)

Patient Engagement Solutions Market Patient Engagement Solutions Market Dublin, April 10, 2026 (GLOBE NEWSWIRE) -- The "Patient Engagement Solutions Market by Therapy, Functionality, End User, Unmet Need, Investment, Market Share, and Trends - Global Forecast to 2030" has been added to ResearchAndMarkets.com's offering. The patient engagement solutions market is forecasted to reach USD 51.69 billion by 2030, up from USD 29.33 billion in 2025, marking a CAGR of 12% during the forecast period. Gro

OpenAI “星门计划” 核心负责人离职，数据中心战略再迎重大调整 据多名知情人士透露，曾参与启动 OpenAI 首个 “星门” 数据中心项目的三位高管已离职，或将于近日离开这家 ChatGPT 开发公司。 其中一位知情人士称，为 “星门” 项目启动发挥关键作用的 OpenAI 高管彼得・赫施勒已离职。另有两位人士表示，负责算力战略与业务拓展的沙梅兹・赫马尼，以及 OpenAI 算力部门另一位负责人阿努杰・萨哈兰，已向同事宣布离职消息。 据一位知情人士透露，这几位离职高管将共同加入同一家新公司，但该公司名称暂未获悉。 基础设施团队一直是 OpenAI 及其竞争对手面临的核心挑战所在：如何以可承受的成本，获取充足算力以满足 AI 产品激增的需求。OpenAI 表示，计划未来五年内获取总价值超 6000 亿美元的算力，为此已与 甲骨文 、 亚马逊 云科技等多家芯片与云计算巨头达成合作协议。 此次人事变动发生在 OpenAI 基础设施部门大规模重组之后。去年年底，公司聘请前 英特尔 高管萨钦・卡蒂担任算力与基础设施负责人。 OpenAI 发言人在声明中表示：“我们感谢彼得、沙梅兹和阿努杰为 OpenAI 做出的贡献，祝愿他们未来一切顺利。公司近期聘请萨钦・卡蒂领导工业算力部门，在为下一代 AI 系统搭建所需基础设施的规模化进程中，该团队正稳步推进工作。” 去年，该团队已签署协议，计划未来几年内建成 8 吉瓦算力规模，低于 2025 年 1 月公布 5000 亿美元 “星门计划” 时设定的 10 吉瓦目标。即便如此，这一规模依然十分庞大。截至去年年底，OpenAI 可用算力约为 2 吉瓦，相当于两座核电站的发电量。 萨哈兰周四在 OpenAI 的 Slack 上发布了离职消息，称 “能与各位一同反复打造堪称全球规模最大的计算机，是此生难得的经历”。 “星门计划” 创始核心成员 赫施勒、赫马尼与萨哈兰均为 “星门计划” 创始团队成员。该项目是 OpenAI 一项雄心勃勃的计划，旨在自主建设并运营大型数据中心。该计划在特朗普总统就职后不久于白宫一场公开活动中宣布，是 OpenAI 早期争取长期掌控先进 AI 模型训练与运行所需基础设施的核心举措。 但去年，因融资受阻、与 软银 及甲骨文拟议的合资企业架构难以敲定，OpenAI 最终放弃了自建路线。公司转而更多依靠合作，向云服务...

Powerful storm brings destruction, while temperatures soar in Vietnam and torrential rain lashes South Korea Severe Tropical Cyclone Maila, currently in the Solomon Sea, is expected to continue moving south-westwards over the coming days. According to the Australian Bureau of Meteorology, Maila had peak sustained winds of 115mph (185k/ph), with gusts up to 160mph on Thursday, making it the strongest cyclone recorded this far north in the Solomon Sea. The storm has caused widespread damage across the Solomon Islands, particularly in Western, Choiseul and Isabel provinces, where schools, clinics and homes have been damaged. The government is prioritising humanitarian assistance, after about 120 people were displaced and almost 73,000 people affected overall. Continue reading...

华纳药厂公告，近日，公司收到国家药品监督管理局核准签发的富马酸伏诺拉生片《药品注册证书》。富马酸伏诺拉生片适用于反流性食管炎，与适当的抗生素联用以根除幽门螺杆菌。