据报道，OpenAI的股票在二级市场已经失宠，在某些情况下甚至变得几乎无法出售，而投资者纷纷迅速转向其最大的竞争对手Anthropic。 特斯拉 CEO埃隆·马斯克在社交平台上回应了网友分享的相关报道，并评论称：“毫不意外。” 报道称，Anthropic已成为人工智能投资领域炙手可热的公司，其股票在二级市场的交易需求达到了历史新高，而OpenAI却难以找到买家。众多机构投资者正准备投入数十亿美元现金来购买Anthropic的股票，这与OpenAI近期难以出售约 6 亿美元股票的情况形成了鲜明对比。 投资者情绪的这种转变令人瞩目。Next Round Capital创始人肯·斯米特透露，尽管他们接触了数百家机构投资者，但在最近几周，仍未找到任何一家愿意购买OpenAI股票的买家。而去年，此类股票在几天内就会售罄，但如今，即便以 7650 亿美元的折价估值（较之前的 8500 亿美元下降了 10%）出售，也无人表现出兴趣。 与此同时，Anthropic正迎来一股热情高涨的浪潮。Next Round和Augment等平台上的竞购报价使该公司估值达到约 6000 亿美元，比上一轮融资增长超过50%。另一个交易平台Hiive也收到了超过16亿美元的Anthropic股票需求，溢价也与之相近。Hiive联合创始人Prab Rattan表示，这种需求是有史以来最高的之一。 风险回报考量似乎是造成这种分歧的主要原因。Augment 联合创始人 Adam Crawley 指出，Anthropic的3800亿美元的估值相比OpenAI高达 8520 亿美元的估值，意味着更大的上涨潜力。“人们押注Anthropic的估值最终会赶上OpenAI，”Crawley 表示，并补充说，OpenAI股票的短期回报似乎不太确定。 运营因素也在发挥作用。OpenAI为实现其人工智能目标而大手笔投入基础设施建设，这引起了人们的关注，尤其是在其未能成功吸引高利润企业客户的情况下。相比之下，Anthropic已在该利润丰厚的领域占据主导地位，从而增强了其增长前景。 银行在产品定价策略上也反映了这种差异。 摩根士丹利 和 高盛 已免除向高净值客户推销OpenAI股票的佣金，而高盛则维持其对Anthropic股票15%至20%的标准佣金，这表明高盛对后者的盈利能力充满信心。 然而，Anthropic也并非一帆风...

(RTTNews) - D2L Inc. (DTLIF) revealed a profit for full year that Dropped, from the same period last year

"He Ran On No Wars - Now We Have One": Michael Savage Breaks With Trump Over Iran Another notable Trump supporter has come out against the US-Israel war in Iran. In a candid and pointed monologue delivered on his syndicated radio show marking his 84th birthday, longtime conservative voice Michael Savage directly challenged President Donald Trump’s handling of the Iran conflict. Savage, a staunch America First advocate, did not mince words: “ He [Trump] has good intentions. He liked to have no war. Now we have a war. He ran on the platform of no wars. And now we have a war. Who is whispering in his ear? ” "That’s not to say Iran is a good nation," Savage continued. " We know the Mullahs are crazy and they live in the 7th century, ” but pushed back strongly against the idea that military escalation is the solution, adding, “but maybe war isn’t the answer .” He warned against the “stop them before it’s too late” mindset, invoking the famous The Godfather reference to the argument for stopping Hitler at Munich - and warning that bombing Iran may have severe unintended consequences . “Do you ever think about that? What is to prevent Russia from finally saying I’m gonna join Iran in this war now? And Russia says they are going [to] send Russian troops into Iran to defend the Iranian soil. What if they do that? Is that stupid to think of? ” Savage also questioned the effectiveness of the strikes: “A year ago they were told their nuclear capacity was completely destroyed. What’s left for them to fight with? Well… Think by bombing them they’re going to stop?” Savage Advice “We appeal to President Trump - as I said for four weeks now - declare victory before it’s too late . But apparently nobody hears me.” “Nobody wanted this war. Everybody wants this war to end as quickly as possible. Anyone with a conscience knows that. Nobody’s buying the big lie. ” On his 84th birthday, Michael Savage come out against the war in Iran pic.twitter.com/mfnJ5osS61 — The_Real_Fly (@The_Real_Fl...

日经225指数开盘上涨0.6%，报54066.83点，银行股与金属股领涨大盘。韩国综合股价指数（KOSPI）开盘上涨1.3%，至5551.69点。 责任编辑：王永生

格隆汇4月2日｜华泰证券研报称，2025年来“绿电直连”政策频出，“算电协同”2026年更是首次被纳入政府工作报告上升到国家新基建的战略层面。市场普遍认为算电协同是概念炒作，华泰证券认为这是AI时代绿电脱离传统意义上的“垃圾电”获得价值重估的契机。虽然绿电直连短期份额不会太高，但用户的需求从本质上体现了可再生能源的市场价值。AI推理时代，算力与电力的联合调度在突破芯片瓶颈后有望成为重要的命题。华泰证券认为，绿电主动探索“新能源+”是解决消纳的重要途径也是实现风光电站增值的创新突破；中国电力赋能我国AI竞争力不仅仅是基建上的融合，更是“算电”协同优化的双向调节。推荐低估值优质可再生能源标的，包括风光和垃圾焚烧。

KENNEDY SPACE CENTER, Fla.—Three Americans and one Canadian launched into orbit from Florida's Space Coast on Wednesday, flying the most powerful rocket ridden by humans on the first leg of a nine-day voyage around the Moon. Perched atop the 322-foot-tall (98-meter) Space Launch System rocket, the four astronauts lifted off from NASA's Kennedy Space Center at 6:35 pm EDT (22:35 UTC). Four hydrogen-fueled RS-25 engines and two solid rocket boosters flashed to life to push the nearly 6 million-pound rocket from its moorings at Launch Complex 39B. The engines and boosters collectively generated 8.8 million pounds of thrust, outclassing NASA's Saturn V rocket used for Apollo lunar missions. Read full article Comments

Fintel reports that on March 31, 2026, Lake Street initiated coverage of Ceragon Networks (NasdaqGS:CRNT) with a Buy recommendation. Analyst Price Forecast Suggests 124.31% Upside

Fintel reports that on March 31, 2026, Loop Capital initiated coverage of Visa (NYSE:V) with a Buy recommendation. Analyst Price Forecast Suggests 35.08% Upside

Fintel reports that on March 31, 2026, Loop Capital initiated coverage of Toast (NYSE:TOST) with a Hold recommendation. Analyst Price Forecast Suggests 42.99% Upside

Fintel reports that on April 1, 2026, Piper Sandler upgraded their outlook for nCino (NasdaqGS:NCNO) from Neutral to Overweight. Analyst Price Forecast Suggests 127.84% Upside

Fintel reports that on April 1, 2026, DA Davidson upgraded their outlook for Rivian Automotive (NasdaqGS:RIVN) from Underperform to Neutral. Analyst Price Forecast Suggests 23.50% Upside

Fintel reports that on April 1, 2026, Raymond James upgraded their outlook for UnitedHealth Group (NYSE:UNH) from Market Perform to Outperform. Analyst Price Forecast Suggests 37.01% Upside

Fintel reports that on April 1, 2026, Wells Fargo initiated coverage of StandardAero (NYSE:SARO) with a Overweight recommendation. Analyst Price Forecast Suggests 45.15% Upside

Fintel reports that on April 1, 2026, Wells Fargo initiated coverage of RTX (NYSE:RTX) with a Equal-Weight recommendation. Analyst Price Forecast Suggests 10.30% Upside

Fintel reports that on April 1, 2026, Wells Fargo initiated coverage of Northrop Grumman (NYSE:NOC) with a Overweight recommendation. Analyst Price Forecast Suggests 9.14% Upside

Fintel reports that on April 1, 2026, Wells Fargo initiated coverage of Lockheed Martin (NYSE:LMT) with a Equal-Weight recommendation. Analyst Price Forecast Suggests 12.01% Upside

Fintel reports that on April 1, 2026, Wells Fargo initiated coverage of Huntington Ingalls Industries (NYSE:HII) with a Equal-Weight recommendation. Analyst Price Forecast Suggests 8.01% Upside

(RTTNews) - The Singapore stock market on Wednesday snapped the two-day slide in which it had slipped more than a dozen points or 0.25 percent. The Straits Times Index now rests just above the 4,975-point plateau and it may see additional support on Thursday.

Lawyers for accused had argued names of family members should be suppressed due to fears for their mental and physical safety Follow our Australia news live blog for latest updates Get our breaking news email , free app or daily news podcast The alleged Bondi attacker has been denied a suppression order over his family member’s names and home and work addresses after a collective of media organisations won a challenge against the bid. In the Downing Centre local court on Thursday, judge Hugh Donnelly decided to deny the request for a 40-year suppression order, ending an interim suppression order that was granted for Naveed Akram’s mother, brother and sister in early March which banned the publication of their names and addresses. Continue reading...

格隆汇4月2日｜德国地学研究中心GFZ：巴西发生6.01级地震 。

The world of data centers is undergoing a massive transformation, moving from a corporate expense to a primary engine for economic growth. Frank Holmes, the Executive Chairman of HIVE Digital Technologies, believes this "paradigm shift" is redefining how countries and companies view digital ...

财联社4月2日讯（编辑 黄君芝） 根据白宫的说法，美国总统特朗普将于美国东部时间4月1日21时（北京时间4月2日9时）发表全国讲话，就伊朗问题发布“重要更新”。全球都在关注特朗普会在此次讲话中发出怎样的信号。 而在此之前，特朗普仍在就美伊冲突进展及和谈之事多次表态，被部分观察人士戏称为讲话之前的“烟雾弹”。综合央视新闻等媒体报道，当地时间周三（1日），特朗普表示， 美国将“相当快地”结束对伊朗的军事行动，不过若有必要还可能以“定点打击”方式继续攻击伊朗。 特朗普还称， 美方军事行动已使伊朗“无法拥有核武器”，并表示撤出后若局势变化，美国仍可能重新介入。 当天，他还在社交媒体平台Truth Social上发帖表示， 伊朗方面“刚刚向美国请求停火”，但他又补充说，只有在霍尔木兹海峡畅通的情况下才会考虑停火。 “在此之前，我们将把伊朗炸得粉身碎骨，或者用他们的话说，让他们回到石器时代。”他写道。 另有消息人士表示，特朗普已指示副总统万斯私下向伊朗方面传达信息：只要重新开放霍尔木兹海峡等“特定要求”得到满足，他对停火持开放态度。 这一系列最新表态又与本周早些时候完全不同：据美国官员周一透露，特朗普已向助手表示，即使霍尔木兹海峡仍大体关闭，也愿意结束对伊朗的军事行动。 据悉，美政府官员评估认为，强行重新开放该水道将使军事行动超出原定4至6周的时间框架。基于此，特朗普决定在实现削弱伊朗海军及其导弹能力等主要目标后，逐步结束当前军事行动。 而对于特朗普最新的表态，伊朗方面也再次强硬回击。 伊朗外交部发言人1日表示，美国总统特朗普关于伊朗请求停火的说法是虚假且毫无根据的。 同日，伊朗伊斯兰革命卫队也发表声明称，其海军已对多个目标实施打击，霍尔木兹海峡局势处于其“完全掌控”之下。 伊朗最高领袖办公室在社交媒体上则摘发最高领袖穆杰塔巴·哈梅内伊首次讲话内容，重申继续将封锁霍尔木兹海峡作为反制手段。 伊朗最高领袖办公室还摘发讲话内容说，伊朗正研究开辟“其他潜在战线”，认为对手在相关领域“缺乏经验且存在明显弱点”。如战事持续，在综合考量相关因素后，“将启动这些战线”。 此外，伊朗方面消息人士表示，伊朗要求与美国之间的停火谈判，必须以确保战争永久结束为前提。

格隆汇4月2日｜韩国KOSPI指数开盘上涨85.25点，涨幅1.56%，报5563.95点。

格隆汇4月2日｜布伦特原油期货向下跌破100美元/桶，最新报99.954美元/桶，日内下跌1.19%。

日经225指数高开0.61%，报54066.83点。韩国综指高开1.33%，报5551.69点。

格隆汇4月2日｜日经225指数开盘上涨270.43点，涨幅0.50%，报54010.11点。

马斯克旗下的SpaceX据悉已向美国证券交易委员会(SEC)秘密提交了首次公开募股(IPO)申请文件，正迈出可能成为史上最大IPO的重要一步。此前有报道称，SpaceX计划通过IPO融资约400亿至800亿美元，公司目标估值可能达1.75万亿美元。此次申报使公司有望最早于今年7月完成上市，这一时间表与马斯克此前向内部人士透露的目标一致。 爱建证券表示，全球商业航天正由技术验证阶段迈向规模化阶段，一方面，SpaceXStarship商业化发射计划逐步推进，重型运力能力进入持续验证阶段；另一方面，中国商业航天在政策支持与产业配套完善推动下，更多商业航天落地应用场景开始出现，火箭发射需求进一步扩大。随着卫星批产与发射需求逐步释放，产业链景气度有望向上游传导。 据财联社主题库显示，相关上市公司中： 通光线缆 的装备线缆产品中航空航天用耐高温电缆产品用于航天领域。 ‌ 广合科技 的5G产品广泛应用于通讯基站 、无线射频微波、有线局域网、通讯交换等领域。公司5.5G低轨卫星产品开始批量供货。

4月1日，造车新势力陆续发布3月交付成绩。零跑汽车3月实现交付50,029辆，同比增长34.87%，环比增长78.25%，延续了其在新势力中的领跑态势；理想汽车3月交付新车41,053辆，同、环比分别增长11.94%和55.38%；同样超季度指引的还有蔚来汽车，3月，蔚来汽车完成交付35,486辆，同比增长135.96%，环比增长70.63%。 华泰证券指出，近期中东局势扰动带动油价攀升，市场关注电车相对燃油车的经济性边界。海外油电平价进度呈“欧洲>东南亚>美国”的梯次分布，欧洲及东南亚有望成为油价上行背景下海外电动车渗透率提升的核心增量来源。推荐目标市场电车销量最高的龙头、及欧洲布局较快的公司。 据财联社主题库显示，相关上市公司中： 赛力斯 2026年3月新能源汽车产量22802辆，同比增长17.81%；销量22706辆，同比增长20.74%。 ‌ 比亚迪 3月份销售300222辆，乘用车及皮卡海外销售119591辆，新能源汽车累计销售超1580万辆。

3月交付數據明顯反彈 新能源汽車行業內需修復+出口高增 富途牛牛

3月交付數據明顯反彈 新能源汽車行業內需修復+出口高增 news.futunn.com