4月3日热门中概股涨跌不一， 纳斯达克 中国金龙指数（HXC）收跌0.34%。 上涨股当中（按市值从高到低）， 网易 涨0.13%， 中华电信 涨0.01%，携程涨1.39%， 富途 控股涨0.09%， 中通 涨0.65%， 理想 汽车涨0.49%，小鹏汽车涨1.09%， 华住酒店集团 涨1.18%， 蔚来 涨1.45%，中国新城农村涨2.80%， 哔哩哔哩 涨0.70%，BOSS直聘涨0.30%，WSP控股涨0.88%，小马智行涨0.11%，禾赛科技涨0.63%，欢聚涨0.34%。 下跌股当中（按市值从高到低）， 台积电 跌0.75%， 阿里 巴巴 跌1.36%， 拼多多 跌0.89%， 日月光半导体 跌0.93%， 京东 跌1.42%， 百度 跌0.84%， 联电 跌3.29%， 贝壳 跌0.27%， 腾讯音乐 跌0.27%， 新东方 跌0.76%，满帮跌0.67%，万国数据跌4.20%， 唯品会 跌0.13%，拓臻生物跌0.13%，亚朵集团跌1.25%，名创优品跌1.59%， 金山云 跌1.44%， 慧荣科技 跌2.63%， 文远知行 跌1.01%。 美股周四收盘涨跌不一，三大股指本周均录得涨幅。投资者继续关注中东局势，美国总统特朗普表示对伊朗的战争将持续下去，其言论消除了市场对战争快速结束的期待，推动油价飙升。 道指跌61.07点，跌幅为0.13%，报46504.67点；纳指涨38.23点，涨幅为0.18%，报21879.18点；标普500指数涨7.37点，涨幅为0.11%，报6582.69点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

The Dow Jones eases Thursday even as Trump's Iran speech pushes oil prices higher. A medical device name sinks.

Starbucks expands weekly pay, adds more tips and bonuses for US baristas Reuters

当地时间4月2日，捷克警方在社交媒体上发帖称，已经以“危害公共安全罪”起诉袭击位于布拉格俄罗斯文化中心的嫌疑人。目前，捷克法院已对嫌疑人实施羁押候审。3月27日，位于捷克首都布拉格的俄罗斯文化中心“俄罗斯之家”遭不明身份人员投掷燃烧瓶。事件发生后，捷克外交部及内政部均对袭击予以谴责，俄外交部也就此事件召见了捷克驻俄大使，俄方还向捷克提出正式请求，要求加强对其在捷克外交机构的安保。（央视新闻）

Geopolitical risk rattles high-growth tech names

据半官方的法尔斯通讯社报道，厄尔布尔士省副省长称死伤者包括过路旅客和当地居民。 周四美以袭击了连接德黑兰和厄尔布尔士省首府卡拉季的B1大桥。 特朗普再度威胁打击伊朗基础设施 称若不达成协议“一切都将不复存在”。 责任编辑：丁文武

伊朗伊斯兰革命卫队当地时间4月2日晚发声明称，革命卫队在伊朗最大岛屿格什姆岛以南，“利用新型防空系统击中敌军一架先进战机”。革命卫队称，该战机在被击中后坠入波斯湾。目前美国、以色列方面对此消息暂无回应。（央视）

特朗普政府表示，将维持对多种进口钢、铝和铜产品征收50%的关税，同时简化对金属含量较低商品的征税规则。 一名高级政府官员称，这些调整旨在简化复杂的政策，并为那些受特朗普关税政策困扰的企业提供更公平待遇。该官员在特朗普正式宣布前以匿名方式披露相关细节。 白宫声明称，在新框架下，钢、铝或铜含量低于15%的商品将实质上被免除金属关税。另一些被认定为由其中一种金属“主要构成”的衍生产品，将适用较低的25%税率。 白宫表示，在海外制造但完全使用美国金属的产品将适用10%的较低税率。部分“金属密集型工业设备和电网设备”在2027年底前将适用15%的税率，此举旨在强化美国工业基础。 尽管如此，大量衍生产品仍将面临50%的关税，例如进口钢管。这位官员表示，关税将按产品的全部价值征收，而非仅按其中金属部分计价。 在消息公布后，Comex铜价一度上涨1.4%，但随后回吐涨幅，周四尾盘转为下跌0.5%。 责任编辑：丁文武

alexsl Zoom Communications ( ZM ) Chief Operating Officer Aparna Bawa is set to resign next month, a company filing said on Thursday. Bawa notified the company on March 30, and she will step down effective as of May 8. Her decision was not the result of any disagreement with the company, Zoom added. More on Zoom Communications Zoom: Undervalued And Underestimated - Even Without The Anthropic Stake Zoom: 35% Net Cash Plus $4 Billion Stake In Anthropic Zoom Communications, Inc. (ZM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Zoom, Freshworks among companies that may see 'meaningful' growth via buybacks, Needham says Zoom showing 'impressive progress' putting AI into products and monetizing it: BNP

美国白宫2日发布公告说，美国总统特朗普当日签署一份文件，依据《1962年贸易扩展法》第232条款，美国将对进口专利药和制药成分加征100%的关税。这一措施同时提供豁免或下调关税的路径，旨在迫使制药企业与白宫就药品价格和产业回流等达成协议。（新华社）

Trump Admin Revamps Steel, Aluminum, Copper Tariffs; Imposes 100% Duties On Patented Drugs The Trump administration on Thursday announced a pair of tariff actions under national-security authority, maintaining core 50% duties on many imported steel, aluminum and copper products while overhauling the rules to exempt goods containing negligible amounts of those metals and imposing 100% tariffs on imported patented pharmaceuticals that do not meet new domestic production or pricing conditions. President Donald Trump pauses as he finishes speaking about the Iran war from the Cross Hall of the White House in Washington on April 1, 2026. Alex Brandon-Pool/Getty Images The pharmaceutical measure targets branded drugs and active ingredients brought in by companies that have neither struck “most-favored-nation” pricing deals with the U.S. government nor committed to manufacturing in the United States. Exemptions will be honored for firms that reach such agreements or are already building or expanding U.S. plants . The policy gives large drugmakers 120 days and smaller ones 180 days to comply. Generics and certain trade-agreement partners are largely unaffected. Exceptions were also granted, lowering tariffs to 15 percent - for the European Union, Switzerland, Japan, and South Korea, and a 10 percent levy for the United Kingdom. Reduced rates reflect prior commitments with trading partners, according to a senior administration official. The UK was awarded a lower tariff “because they were the first ones who did this deal, and they committed to raise their prices for pharmaceuticals , and they have actually done so,” the official told reporters during a background call on April 2. Trump negotiated deals with 13 pharmaceutical companies over the past year, securing $400 billion in domestic manufacturing investments, the Epoch Times reports. In tandem, the White House released updated fact sheets detailing changes to Section 232 tariffs on steel, aluminum and copper and their de...

Applied Optoelectronics ( AAOI ) on Thursday said that it has received a new $71 million order for 800G single-mode data center transceivers from a major hyperscale customer. The latest order brings total orders from the customer since mid-March to $124 million and is expected to more than double the company’s existing backlog from that client. The company said it expects to begin deliveries in the second quarter, complete the initial order in the third quarter, and fulfill the new order by year-end. It also recently shipped 10,000 units of 800G transceivers to another hyperscale data center customer. AAOI +2.82% after hours to $106.8. Source: Press Release More on Applied Optoelectronics Why I'm Buying Applied Optoelectronics, Despite Its Dark History Applied Optoelectronics: The Future For Light Is Bright I Was Early On Applied Optoelectronics, Here's What's Next Memory, storage and optical stock declines drag down chip sector Optical, networking stocks surge after Applied Optoelectronics reveals hyperscaler order

georgeclerk/E+ via Getty Images TFS Financial ( TFSL ) on Thursday said CFO Meredith Weil is set to retire, effective January 2027. James LaRocca, who will join the company as vice president on June 29, 2026, is anticipated to succeed Weil as CFO upon her retirement. Most recently, LaRocca held the post of executive vice president and CFO at Westfield Bank in Westfield Center, Ohio. More on TFS Financial Seeking Alpha’s Quant Rating on TFS Financial Historical earnings data for TFS Financial Dividend scorecard for TFS Financial Financial information for TFS Financial

Source: Bloomberg, 7:56

Alphabet (NASDAQ: GOOG) principal accounting officer plans April 2026 exit Stock Titan

'Buy The Pullback' In Memory Chip Stocks, Analyst Says Investor's Business Daily

OpenAI’s chief of strategy says acquisition of show will help company engage with public about AI as it evolves OpenAI is wading into the media business by acquiring TBPN, a technology-focused talkshow closely watched by Silicon Valley insiders, its hosts said on Wednesday. Co-hosts John Coogan and Jordi Hays broadcast TBPN live for three hours every weekday from Los Angeles, lining up guests that include founders, venture capitalists and major figures in the technology world. Continue reading...

Issuer proposes sale of 85 QCOM shares; Trust sold 581 shares (QCOM) Stock Titan

GummyBone/iStock Editorial via Getty Images SpaceX ( SPACE ) raised its target valuation for an initial public offering to more than $2 trillion. Elon Musk’s rocket, satellite, and AI company and its advisers are floating the figure to possible investors in its IPO, according to a Bloomberg report on Thursday, which cited people familiar with the matter. The new figure eclipses the $1.25 trillion the company was valued at with its purchase of Musk's xAI in February. SpaceX didn’t immediately respond to a Bloomberg request for comment. On Wednesday it was reported that SpaceX ( SPACE ) filed confidentially for an IPO that could happen in June. SpaceX could look for a valuation of more than $1.75 trillion , Bloomberg has previously reported. An IPO for SpaceX would raise as much as $75 billion. More on SpaceX SpaceX IPO: What I Learned From ULA's Heydays SpaceX-xAI Deal: Building America's New Icon SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab SpaceX has had talks with Saudi fund for potential $5B investment in IPO - report SpaceX is said to plan analyst day, data center tour amid IPO preparations

格隆汇4月3日｜据知情人士透露，SpaceX已将其首次公开募股的目标估值提升至2万亿美元以上。这些知情人士称，该公司及其顾问正向潜在投资者透露这一估值目标，为未来几周的会议做准备。据外媒此前报道，这些所谓的“试水”简报会可能包含更多支持该估值的信息。2月有报道称，SpaceX收购马斯克的xAI后，合并后公司的估值为1.25万亿美元。按2万亿美元估值，SpaceX将超过标普500指数中除英伟达、苹果、谷歌母公司Alphabet、微软和亚马逊之外的所有公司，也将超过美股七巨头中的另外两家——Meta以及马斯克自己旗下的特斯拉。

US investment-grade bond funds suffered the largest weekly outflows in about a year as rising macro-economic risk led to significant losses for the asset class. Investors yanked $5.35 billion of debt from high-grade corporate funds for the week ended April 1, the largest since mid-April 2025 when Trump announced tariffs, and the first net withdrawals since November, LSEG Lipper data show. That follows the steepest monthly loss for the debt in March since October 2024, and the first quarterly decline since the last quarter of 2024, Bloomberg-compiled data show. The Middle East war has disrupted oil supplies, driving prices up by more than 50%. The surge is fueling expectations that higher gasoline prices will spur inflation, and keep the Federal Reserve from cutting interest rates — weighing on the bond market . Riskier US leveraged loan funds have now logged outflows in five of the last six weeks. Junk-bond funds extended withdrawals to an eighth-consecutive week.

It’s the gas price, stupid.

Wall Street giant sends doomsday warning to booming California company New York Post

Girts Ragelis/iStock Editorial via Getty Images Sony Interactive Entertainment, a wholly owned subsidiary of Sony Group ( SONY ), has agreed to acquire Cinemersive Labs, a UK-based machine learning and computer vision company. Following the acquisition, Cinemersive Labs will be integrated into Sony Interactive Entertainment’s Visual Computing Group and tasked with applying machine learning to enhance gameplay visuals and improve rendering techniques for Sony’s PlayStation video games. Terms of the acquisition were not disclosed. More on Sony Sony Group: A Wide Moat Compounder At A 15x P/E Gift (Rating Upgrade) Sony Group Corporation (SONY) Q3 2026 Earnings Call Transcript Sony Group Corporation 2026 Q3 - Results - Earnings Call Presentation TCL takes controlling stake in Sony's home entertainment business under new JV Sony jacks up PlayStation 5 prices to offset high memory chip costs