《科创板日报》4月3日讯 今日科创板晚报主要内容包括：20CM涨停德科立：公司近两年至三年的财务预算和业绩规划中均未将OCS产品纳入预期；瑞可达已实现400G/800G产品小批量交付 正在推动产能爬坡；泰诺麦博科创板IPO获上市委会议通过。 【热点聚焦】 简讯： 两部门：引导供销合作社再生资源回收企业规范锂电池回收、贮存等关键环节 加强与锂电池综合利用企业合作 工业和信息化部办公厅、供销合作总社办公厅发布《关于进一步加强电动自行车锂离子电池回收利用体系建设的通知》。其中提到，各地要发挥供销合作社企业等各类经营主体参与的以回收点、中转站、分拣中心为支撑的三级回收体系作用，引导电动自行车生产企业、锂电池生产企业等与供销合作社再生资源回收利用企业合作，结合工作实际，通过共建或委托建设方式，开展锂电池暂存点及回收服务网点建设运营工作。鼓励各级供销合作社依托现有再生资源回收利用网络，引导供销合作社再生资源回收企业规范锂电池回收、贮存等关键环节，加强与锂电池综合利用企业合作，做好锂电池规范综合利用。加强中转站、分拣中心与综合利用企业的对接，鼓励中转站、分拣中心对再生资源开展分级分质利用，提升再生资源高值化利用水平。 工信部电子信息司与中兴通讯、小米集团对接电子信息制造业“十五五”发展规划 工业和信息化部电子信息司电子信息制造业“十五五”规划编制组与中兴通讯股份有限公司、小米集团先后开展专题座谈调研。中兴通讯股份有限公司、小米集团相关部门负责同志分别就芯片、基础网络、智能手机终端、彩电、智能可穿戴、智能家居、人工智能终端、数字化转型等领域做了专题介绍，表示“十五五”时期是电子信息制造业转型升级的关键窗口期，产业创新活力持续释放，智能化、绿色化、融合化发展趋势明显，以人工智能为核心的新一轮科技革命将深度重构产业生态，带动人工智能终端、算力基础设施、智能网联汽车等新兴领域加速崛起，推动电子信息制造业向高端化、智能化方向跃升，为数字经济发展和新型工业化建设提供坚实支撑。围绕“十五五”期间电子信息制造业重点发展方向，中兴通讯、小米集团分别研提了相关意见建议。 2026太空算力产业大会发布十大重点攻关项目 在2026太空算力产业大会上，算力产业发展方阵“太空算力专业委员会”成立。大会当天发布十大重点攻关项目，包括卫星平台级、芯片级、载荷板卡级、组网运行级、硬件系统级、系统软件级、产业应用级...

天兵科技大型可重复使用液氧煤油火箭“天龙三号”首次飞行出现异常，原因正在分析排查 2025年4月12日，上海，2025上海国防科技工业装备与信息技术博览会，天兵科技展台天龙三号TL-3大型液体运载火箭。图：视觉中国 【财新网】 4月3日下午，天兵科技发布公告称，当日中午12时，“天龙三号”遥一运载火箭在东风商业航天创新试验区点火升空，火箭飞行异常，首次飞行试验任务失利。具体原因正在进一步分析排查。 天兵科技表示，已联合相关专家和技术团队严格执行归零程序并开展整改工作，确保后续发射任务的圆满成功。 业内人士对财新指出，归零即对火箭从设计到制造等全流程进行复盘，确保能够完全复现出故障情况，从而对故障的原因进行定位，并通过设计改进和试验验证确保问题被系统根除。

过去两个月，你的朋友圈里一定有人在转OpenClaw的演示视频。AI自己打开浏览器、搜信息、写报告、发邮件，最后回来告诉你“搞定了”。评论区一片震惊，有人说颠覆了，有人说失业了，有人说这次是真的不一样了。 然后两个月过去了。 你打开社交平台，关于它的讨论少了很多。你问周围的人，大多数人说“知道，但没怎么用”。于是一个问题自然冒出来： 它是不是凉了？ OpenClaw，火在哪里了 你身边有几个人真的在用Agent？ 我是说真的在用，不是注册了账号，不是转发了那条爆款推文，而是真的把工作流跑起来了——每天有任务在跑，有输出在收，有时间在省。 麦肯锡去年调了全球近2000家机构，88%的企业说自己在用AI，发现88%的企业声称已在至少一个业务环节中使用了AI，但其中真正在哪怕一个部门里跑起AI Agent的公司，不到10%。 IBM同期调查了全球33个国家的2000位CEO，发现只有25%的AI项目达到了预期回报，仅16%成功实现了企业级规模化落地。剩下那些？立了项，开了会，然后就没有然后了。多数企业的AI，从来就没有真的“跑起来”。 说起来，大多数老板一开始是真的想做的。预算批了，项目组拉起来了，PPT做得也挺好看。但真正推进到落地阶段，才发现事情远没有PPT上写的那么简单。 公司数据散落在十几个系统里，Agent要调用任何一个都得走权限审批；业务部门要“定制化”，技术部门要“稳定性”，两边拉锯三个月，第一个试点还没跑完，项目组已经换了两拨人。根据IBM的调查：超过70%的CEO承认，光是搞清楚“哪些数据可以给AI用”，就已经耗尽了大半精力。热情在开会时最高，落地时一地鸡毛。 这不仅是小公司的问题，连头部玩家也深陷其中。 高盛拥有4.6万名员工，至今只有一半人能接触到AI工具；其CIO Marco Argenti明确表示，Agent类应用至今仍未正式上线，原因是AI还需要额外的合规管控，且存在幻觉问题，一旦用于合规审查或客户交易处理，后果难以承受。 Opeclaw这波技术浪潮来的非常快，就连有资源、有人才的头部企业都没能消化Agent的冲击，更别说大多数普通人了。 Agent，营销号的传说宝具 与此同时，AI Agent最大的声量，来自另一群人。 他们每天发帖：用Agent一个月被动收入翻三倍；十个提示词让你效率提升300%；普通人逆袭的最后一张牌，就是AI Agent...

The EV maker is betting that more stores and test drives can unlock a slower market.

Body that funds Alan Turing Institute says it should offer better strategy and more value for money The UK’s leading AI research institute has been told to make “significant” changes by its main source of taxpayer funding. The warning comes after the Guardian revealed the board of the Alan Turing Institute was reminded of its legal duties last month by the charity watchdog after a whistleblower complaint . Continue reading...

BBC Philharmonic/CBSO Chorus/Storgårds (Chandos) Conductor John Storgårds pairs Shostakovich’s radical youthful 2nd symphony with the more assured 5th, in performances that emphasise clarity over drama The latest in the Shostakovich series from the BBC Philharmonic and conductor John Storgårds pairs one of the most familiar symphonies with one of the least. The Symphony No 2 was commissioned as a piece of propaganda marking the 10th anniversary of the October Revolution; in the context of the composer’s later works it feels like a curiosity, except for what it tells us about the 21-year-old Shostakovich’s glee in experimentation. It begins with several minutes of foggy strings sliding up and down in an intangible, almost pitchless way – more sound effect than music – then builds up in a perpetual motion melee, before a klaxon introduces a celebratory chorus happily singing “October, the Commune and Lenin”. It’s brightly sung here by the CBSO Chorus, exclamation marks everywhere. The Symphony No 5, written a decade later, could be by a different composer. Storgårds doesn’t quite find the depth of darkness that some do in the first movement, but there’s power in the way he warms the sound when the harmonies turn towards the light, and the third movement has a compelling feeling of stillness. The finale is full of small increases in tempo, tautly done, that wind up the tension – not a flashy performance, but effective nonetheless. Continue reading...

Key PointsUSA Rare Earth is preparing to ramp up production of rare earth magnets.

专题：美国3月非农即将公布 就业增长料将反弹 非农就业人数预估为增加6.5万人， 接受调查的79位经济学家的预测范围为减少1.6万人至增加15.1万人。 劳动力参与率为61.9%，前一个月为62%。 平均每小时工资较前一个月增加0.2%，预估为增加0.3%，前一个月为增加0.4%。 私营部门非农就业人数增加18.6万人，前一个月为减少12.9万人； 预估为增加7.8万人，接受调查的46位经济学家预测为增加2万人至增加14.8万人。 制造业非农就业人数增加1.5万人，前一个月为减少0.6万人；预估为减少0.5万人，接受调查的13位经济学家的预测范围为减少1.8万人至增加1万人。 失业率为4.3%，前一个月为4.4%；预估为4.4%，接受调查的77位经济学家的预测范围为4.3%-4.5%。 就业不足率8%，前一个月为7.9%。 责任编辑：江学思

Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses on investing in outstanding companies at attractive prices and, at the same time, leverages a deep understanding of the macroeconomic landscape to manage risk. As […]

A Combination of Factors Lifted Amazon (AMZN) in Q4 Yahoo Finance

A Combination of Factors Lifted Amazon (AMZN) in Q4 finance.yahoo.com

A new Tesla (NASDAQ: TSLA) Model 3 with All-Wheel Drive has a base price of just $50,000. A similarly featured Model Y costs about the same. Each is priced below the industry average for a new EV, which is $60,000. One of the barriers to EV adoption in the US is price. Tesla has begun ... Used Tesla For $25,000

Used Tesla For $25,000 Yahoo Finance

Google Rival DuckDuckGo Roasts Jeff Bezos' Tall Beverly Hills Fence And Mark Zuckerberg's Multi-Million D Benzinga

Company builds infrastructure and workforce at scale

When Tesla's first-quarter delivery numbers missed estimates on Thursday, it vindicated the bears. The bulls brushed it off as growing pains on the road to a self-driving future. Tesla (TSLA) deliveries in the first quarter totaled 358,023, about 7,622 units shy of the 365,645 analysts expected. The stock shed 5.4% on the miss, making it Thursday's worst-performing stock in the...

2026年匆匆走完一季度，华尔街的裁员步伐也未停歇。 富国银行在美国多州裁员：北卡罗来纳州112人、爱荷华州累计91人、伊利诺伊州45人。富国银行首席执行官表示，该行已连续22个季度削减员工。 摩根大通在新泽西州裁撤超250人；花旗在2026年1月的一份声明中表示，该行将在2026年继续缩减人力规模；美国银行首席执行官布莱恩·莫伊尼汉则在2026年1月表示，提高运营杠杆的首要任务是通过卓越运营和应用人工智能等新技术来“调整员工人数”。 此外，据媒体报道，摩根士丹利和高盛也在裁员：前者裁减约2500人，多数于2026年3月实施；后者计划在2026年4月裁减一小部分表现不佳的员工。 华尔街六大行提交给美国证券交易委员会的Form 10-K年度报告显示，2025年12月底其员工数量比一年前减少了约1万人，达到2021年以来的最低水平。 上海交通大学上海高级金融学院教授、美联储前高级经济学家胡捷表示，从经济周期来看，较为困难的时期已逐渐过去。若非近期美伊冲突带来的不确定性，全球经济总体向好，通胀与疫情影响也已基本消退。纯周期视角下，本不应出现明显裁员或就业增长不太理想的情况。因此，人工智能冲击所引发的调整，应是主要原因。 财报显示，2025年美国银行、花旗、富国银行、高盛、摩根士丹利净利润同比均增长超8%。摩根大通净利润同比下降2.4%，若剔除2024年重大项目（当年报告净利润585亿美元，剔除后为540亿美元），则2025年同比增长超5%。 裁员步伐延续 2026年初以来，华尔街六大行延续裁员的步伐。 据媒体报道，高盛计划在2026年4月裁减一小部分表现不佳的员工。高盛发言人在一份声明中表示：“对于一家上市公司而言，定期、持续的人员管理并非异常之举。我们一直在各业务部门评估业绩与人才情况。” 值得注意的是，高盛每年有惯例的“战略资源评估”（Strategic Resource Assessment，下称“SRA”），通常会裁减其全球员工总数的1%至3%。在某些年份，裁员的幅度可能更大。 同样在2026年，富国银行在美国各州进行裁员。该行2026年2月3日向北卡罗来纳州商务部提交的《工人调整和再培训通知法案》通知书显示，该行于2026年2月3日向112名员工发出了离职通知。这些员工的正式离职日期为2026年4月4日。这些员工多来自运营支持类岗位。其中大部分（106人）来自首...

Nothing is ever impossible, but plenty of things are very unlikely.

Key PointsCollaborative visual prototyping platform Figma is drawing a nice crowd of paying customers.

格隆汇4月3日｜美国总统特朗普的预算案拟取消对各州的40亿美元电动汽车充电基础设施资助。

Decisions on the White House ballroom, public media and journalists’ access to the Pentagon are heartening. But restoring our institutions is up to us In another one of those strange and unprecedented moments of the Trump years, the president of the United States showed up at the supreme court the other day. No other presidents have done so, probably because they – to varying degrees – respected the separation of power among the three branches of US government. But Trump has not shown himself to share in that basic principle. Continue reading...

Shop around, coast downhill, band together – drivers tell of how they’re dealing with the costliest gas in the US Jack Nooney has pretty much made peace with the traffic since moving to Los Angeles five years ago, but recent soaring gas prices have certainly added another layer of insult to his daily commute. The musician and full-time grocery deli employee drives from his San Fernando Valley apartment to Santa Monica daily. While it’s just nine miles each way, with LA traffic that often equates to a whole gas-burning hour. Nooney, who makes $20/hour, says it’s become glaringly clear that fuel costs will eat up more of his already tight budget. Angelenos are now paying on average nearly $5.90 a gallon – and some stations are charging a shocking $8 a gallon . The outsized prices are directly related to the Iran war, which has created the largest supply disruption in the history of the global oil market, according to the International Energy Agency . Continue reading...

深交所公告，2026年3月30日至4月3日，本所共对151起证券异常交易行为采取了自律监管措施，涉及盘中拉抬打压、虚假申报等异常交易情形；共上报证监会3起涉嫌违法违规案件线索。

Welcome to Bay Street Edition, our weekly newsletter devoted to what’s happening in Canadian finance, covering strategy, deals, people moves and economics. I’m Christine Dobby , Bloomberg’s Toronto-based banking reporter, and you’ll find me in your inbox every Friday. This week, we’re talking about Goeasy’s credit crisis, whether Chinese EVs could soon be assembled in Ontario and the depressing fate of some French wines. Plus: candy heists. Please share this newsletter with your friends and colleagues, and if it was forwarded to you, sign up here to receive it every week. Easy Does It It’s been a tough slog at Goeasy lately. The consumer lender is a fallen star. The company delivered a 1,500% total return for shareholders over a 10-year period — then came a prescient short seller’s report, followed by the disclosure of a surge of bad debts , and now it’s in a deep slump. Over the past few weeks, Goeasy has come clean about serious credit troubles at its LendCare business, which offers loans through used-car dealers, recreational-vehicle sellers and other retail channels, and makes up 43% of Goeasy’s lending portfolio. For those concerned about the fate of Canadian consumers, the question is whether the developments at Goeasy represent a leading signal — a sign that over-leveraged households are on the verge of cracking — or just more noise. At Goeasy, the warning bells began ringing in September, when Jehoshaphat Research issued a short report attacking its accounting practices. The lender denied the claims, but investors nevertheless took a closer look at its loan-loss assumptions. In November, a disappointing quarterly report raised fresh questions about its earnings power, and a month later, its relatively new CEO, ex-Scotiabank executive Dan Rees, stepped down for health reasons. The reckoning came last month, when Goeasy announced a surge in net charge-offs. The trouble, executives said on a call this week, stemmed from LendCare’s over-reliance on loans origina...