格隆汇4月7日｜印尼央行继续参与外汇市场，以稳定印尼盾汇率。

格隆汇4月7日｜云汉芯城公告，公司预计2026年1月1日至2026年3月31日实现归属于上市公司股东的净利润为4,904.41万元–5,420.66万元，比上年同期增长139.40%–164.60%。

OpenAI ( OPENAI ), Anthropic ( ANTHRO ), and Alphabet's ( GOOG ) ( GOOGL ) Google have started working together to clamp down on Chinese competitors extracting results from U.S. AI models to gain an edge in the global AI race, Bloomberg News reported. The companies are sharing information via the Frontier Model Forum, an industry nonprofit that the three founded with Microsoft ( MSFT ) in 2023 to detect so-called adversarial distillation attempts that breach their terms of service, the report added , citing people with knowledge of the matter. Anthropic, Google, and OpenAI did not immediately respond to a request for comment from Seeking Alpha. The rare collaboration suggests the severity of a concern raised by U.S. AI companies that some users, especially in China, are developing imitation versions of their products that could undercut them on price and siphon away customers while posing a national security risk. U.S. officials have estimated that unauthorized distillation costs Silicon Valley firms billions of dollars in annual profit, the report noted. OpenAI confirmed it’s part of the information-sharing effort on adversarial distillation via the Frontier Model Forum and pointed to a February memo it sent to Congress on the practice, where it accused Chinese firm DeepSeek ( DEEPSEEK ) of trying to “free-ride on the capabilities developed by OpenAI and other US frontier labs,” according to the report. Distillation in AI is a technique in which a small, new model (a so-called student model) is trained to replicate the capabilities and performance of a large, complex model (a teacher model). The method enables smaller models to achieve high accuracy and requires less computational power and cost. Some forms of distillation are accepted but have been controversial when used by third parties — mainly in adversary countries like China or Russia — to replicate proprietary work without authorization. Leading U.S. AI firms have warned that foreign adversaries could use t...

Venture Global 借力全球天然气供应趋紧持续获益 路易斯安那州的 Venture Global 液化天然气出口设施。 要点速览 霍尔木兹海峡封锁、卡塔尔液化天然气设施遭袭引发新一轮能源危机，Venture Global 迎来获利良机。 全球正遭遇四年内第二次重大能源震荡。美国天然气出口商 Venture Global 已准备好收割巨额利润。 凭借一套能在全球供应动荡中获利的非传统商业模式，该公司在 2022 年俄罗斯切断对欧天然气供应、买家四处寻找新气源时狂揽数十亿美元。这笔意外之财使其一跃成为美国第二大液化天然气（LNG）出口商，仅次于切尼尔能源（Cheniere Energy）。 如今，相似的剧情再度上演，Venture Global 有望借此实现更大野心：不仅要超越切尼尔，还要赶超中东小国卡塔尔 —— 该国坐拥全球最大天然气储量之一，已是 LNG 出口巨头。 霍尔木兹海峡对多数油轮仍处于关闭状态，导致 LNG 运输受阻；伊朗发射的导弹又重创了卡塔尔的天然气液化与出口设施。 这让 Venture Global 可出货的 LNG 货源成了抢手货。与切尼尔多数货源以长期合约出售不同，Venture Global 保留了大量份额用于现货市场，价格可大幅浮动。 霍尔木兹海峡仍对多数油轮关闭，全球 LNG 运输受阻。 “美国是非常安全、可靠的供应方，国内天然气储量充足，审批环境友好，有利于持续扩产。”Venture Global 首席执行官迈克尔・萨贝尔上月在休斯敦标普全球 CERAWeek 能源大会间隙表示。 Venture Global 于去年上市，估值约 390 亿美元。公司将墨西哥湾沿岸终端定位为满足亚欧买家新增需求的解决方案。 该股周一收于 15.94 美元，自 2 月底美以开始打击伊朗以来涨幅约 65%，较去年 12 月中旬股价翻倍有余。 Venture Global 表示，今年超 30% 的货源将投放现货市场。若现货价格大幅飙升，足以弥补其低价长期合约带来的微薄利润。 这是一项高风险策略，但眼下似乎又将迎来丰厚回报。 战争爆发以来，亚洲 LNG 基准价格近乎翻倍。欧洲基准价格上周升至每百万英热单位近 17 美元，此前约为 10 美元。 “他们总被战争‘救场’。” 投资机构 Energy Income Partners 研究主管路易斯・拉扎拉表示，...

The technology sector is looking increasingly attractive for investors as valuations fall below those of the wider stock market, according to Goldman Sachs Group Inc. strategists. Tech’s recent underperformance is starting to generate attractive opportunities as “its valuation, relative to expected consensus growth, has fallen below that of the global aggregate market,” the team led by Peter Oppenheimer wrote in a research note Tuesday. Any lasting shock to the global economy from the war in Iran is also likely to benefit the sector as tech cash flows are less sensitive to economic growth, the strategists said. Shares of tech companies hit record highs last October thanks to rapid revenue growth, booming profits and dominant market positions. Since then, they’ve fallen back on concerns about ballooning spending on artificial intelligence — the largest cloud computing companies have committed to spend over $700 billion on data centers — and a rotation into sectors with less stretched valuations. Investors are worried about the scale of returns on such large commitments, but also the potential disruptive impact of artificial intelligence on existing business models, Oppenheimer said. A reliance on expanding computing power also means future growth is increasingly dependent on the physical world, he said. Read More: Yardeni Sees Tech Offering Attractive Entry Point After Pullback “Old-economy” stocks were re-rated as investors anticipated the increased infrastructure expenditure needed to boost energy supplies and support the data center build-outs. A Goldman Sachs basket of capital intensive “HALO” stocks , including utilities and manufacturing, has gained 11% year-to-date. “These factors have opened up an opportunity in the technology sector where growth rates remain strong, but valuations are now low,” Oppenheimer said. Tech stocks have seen strong earnings and positive earnings revisions, and return on equity has remained high, Oppenheimer added.

习近平致电祝贺苏林当选越南国家主席。（央视新闻）

新大洲A公告，大股东大连和升控股子公司沈阳和怡将其持有南京兰埔成新材料有限公司40.20%股权质押给公司，为公司拖欠中国长城资产管理股份有限公司大连市分公司2.23亿元及全资子公司新大洲（浙江）商贸有限公司欠华夏银行宁波分行8013.08万元提供担保，质押期限自《股权质押协议》生效起至债务解决完毕日止。该关联交易已获董事会通过，尚需股东大会批准，关联董事回避表决。

Electric Ballroom, London The era-defining duo’s ultras are suitably spoiled in the first of this intimate five-day run, showered with rarities that put a different spin on their well-known history ‘Tonight …” says Neil Tennant, with a suave pause, “no hits!” The crowd roars. “B-sides?” he teases. “Album tracks! And what we’re calling – although really it’s both of those – fan favourites .” It is a rare gig when the singer of a history-defining pop band can promise that no one will be hearing some of the best songs of all time tonight – West End Girls, Always on My Mind, Rent, to name some of several dozen – and get a hero’s welcome. But Pet Shop Boys have been on their Dreamworld greatest hits tour since 2022, one that’s barely even made room for their excellent and underrated 2024 album Nonetheless on the set list, let alone many wildcards. The Pet Shop Boys casual has been lavishly fatted in recent years. The Pet Shop Boys ultra, however, has been a little parched. It’s something this five-day run of intimate shows at Camden’s Electric Ballroom seeks to remedy, drawing from the band’s margins to promote a new tome on their highly intentional visual history: in typical one-word fashion, the tour is called Obscure. Tennant and synths foil Chris Lowe announced beforehand that they had rehearsed 35 possible songs from their 42-year run, but their enduring commitment to the single format, with its considered B-sides and remixes, makes the possibilities endless: one fan compiled a pre-game playlist of 226 “B-sides and non-singles” , and doubted even then that it was comprehensive. Tennant has a tray containing the lyrics – fair play, given that two songs tonight have never been played before, while others are getting their first trip out of the cupboard in decades. Continue reading...

格隆汇4月7日｜哈萨克斯坦Tengizchevroil的石油生产已完全恢复。

UBS lowers 2026 S&P 500 target on Middle East conflict risks Reuters

Key PointsBetween ages 67 and 70, Social Security benefits increase by roughly 8%.

PM Images/DigitalVision via Getty Images The VanEck CLO ETF ( CLOI ) is an actively managed ETF that is sub-advised by PineBridge Investments. The goal of the company is to invest primarily in IG-rated tranches of CLOs. Launched in June 2022, the fund has scaled to approximately $1.37 billion in net assets , establishing itself as one of the fastest-growing funds in the securitized credit space. The fund pays monthly distributions and benchmarks against the J.P. Morgan CLO IG Index , effective May of 2025. CLOI's strategy allows investment across the IG CLO capital structure, from AAA through BBB, with up to 20% in BB-rated tranches . This flexibility is the fund's defining characteristic. Unlike JAAA, which is locked into the AAA tranche, PineBridge can dynamically allocate across the capital stack, moving up in quality during stress and reaching down when mezzanine spreads compensate for incremental risk. I am initiating CLOI as a buy on Seeking Alpha, as a persistent 50-150 bps complexity premium over comparable rated corporate credit, within a floating rate structure, effectively mitigates duration risk, with the active rotation providing a layer of alpha that static CLO allocations cannot replicate. While slightly higher risk, the returns justify a buy rating. Top Holdings and Credit Quality CLOI's portfolio is well-diversified across CLO managers and vintages. The most recent fact sheet has the following as their top holdings: Holding Coupon Maturity % of Net Assets U.S. Treasury Bill - 03/2026 7.65% Anchorage Capital CLO 2026-22 Ltd 5.000% 01/2039 4.65% Signal Peak CLO 4 Ltd 5.318% 10/2034 2.71% Regatta VI Funding Ltd 5.206% 10/2038 2.67% Ocean Trails CLO XV Ltd 4.932% 01/2039 2.57% Click to enlarge The 7.65% allocation to T-bills serves as a buffer to liquidity, which has become a standard practice for CLO ETFs that are actively managed, which partake in daily creation and redemption flows where the underlying securities often trade OTC. The quality of credi...

wildpixel Wall Street hoped for the best on Tuesday as investors navigated yet another deadline tied to tensions between the U.S. and Iran. The stock index futures were up, as markets looked to be still leaning towards de-escalation rather than pricing in a worst-case outcome. The latest deadline set by President Donald Trump for Iran to ease restrictions around the Strait of Hormuz comes after a series of earlier timelines that have, so far, resulted in extensions or partial diplomatic progress rather than a decisive escalation. That pattern is reflected in price action across asset classes. Oil prices remained elevated, reflecting ongoing supply risks through the Gulf, but moves in equities have been relatively contained. Major indices have traded in narrow ranges, while haven demand, though present, has not accelerated sharply. The muted reaction suggests investors are treating the deadline as part of a broader negotiating cycle rather than a binary event. Previous deadlines in March were accompanied by short-lived bouts of risk aversion, followed by recoveries as rhetoric softened or talks resumed. Still, the risk of miscalculation remains. Unlike earlier episodes, the cumulative impact of repeated deadlines and limited progress raises the possibility that markets may be underestimating the likelihood of escalation. Any concrete disruption to shipping through Hormuz would likely force a sharper repricing across asset classes. For now, however, the baseline remains unchanged. Markets are approaching the latest deadline with caution. Trump has set a deadline of 8 pm ET on Tuesday for Iran to reopen the Strait and threatened to hit the Middle Eastern country's power plant if they fail to do so. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S.-Iran war U.S.-Iran headed towards path of escalation – Rapidan Energy’s Scott Modell Predi...

honglouwawa/iStock via Getty Images Overview When I previously covered the Nuveen Nasdaq 100 Dynamic Overwrite Fund ( QQQX ), I issued a buy rating due to the potential to collect tax-efficient income while maintaining exposure to high-quality equities. Since then, the fund has outperformed the market indices, despite the ongoing pullback in equities. QQQX has released an updated annual report for 2025, which prompted me to revisit the fund's overall value proposition and outlook for the remainder of the year. I believe that QQQX is structured to be a great long-term holding, but there are some specific tradeoffs that investors must consider. Looking at the performance over the last twelve months, we can see that QQQX's share price has increased by nearly 30%. The fund has continued to demonstrate that it is capable of participating in the upside growth of the market. When including all distributions that were paid out to shareholders, the total return jumps up to more than 41% over the same time frame. QQQX now offers investors a starting dividend yield of 8.9%, and the latest annual report indicates that the payouts are well supported by earnings. The fund has displayed consistent distributions, which makes it a great choice for investors seeking a reliable source of income. Data by YCharts I like the fact that QQQX provides direct exposure to equities that make up the index, but the focus on income limits growth potential over time. Furthermore, the fund is reliant on its ability to capture net realized gains. So during periods of market downturns, the underlying NAV may erode, and it can take several years for it to recover. So if the sentiment of AI growth shifts, QQQX is exposed to severe downturn risks. QQQX may underperform against more traditional growth ETFs, but this may be fine if you're a retiree seeking income generation. On the bright side, the fund is currently demonstrating why the strategy can be so efficient during periods of uncertainty. Fund Str...

泽宇智能公告，公司与智联新能股东签署了《收购意向协议书》，拟以支付现金方式收购智联新能51%股权。标的公司100%股权整体估值暂定不高于9.6亿元，对应51%股权交易作价暂定不高于4.9亿元。本次交易预计不构成重大资产重组，且不构成关联交易。交易对方承诺，将所获现金价款的一部分用于购买泽宇智能股票，金额不低于交易对价的40%。业绩承诺期为2026年至2028年，累计承诺净利润不低于2.7亿元。

安路科技公告，核心技术人员边立剑因个人原因申请辞去所任公司职务，并于近日办理完成离职手续。边立剑与公司签有保密及竞业限制协议，与公司不存在涉及职务发明专利权属纠纷或潜在纠纷的情形，也不影响公司专利权属的完整性。截至本公告披露日，边立剑所负责的工作已完成交接，其离职不会对公司整体研发创新能力、持续经营能力和核心竞争力产生实质性影响。

信维通信公告，公司于近日收到深圳证券交易所出具的《关于受理深圳市信维通信股份有限公司向特定对象发行股票申请文件的通知》。深交所对公司报送的向特定对象发行股票的申请文件进行了核对，认为申请文件齐备，决定予以受理。公司本次向特定对象发行股票的事宜尚需通过深交所审核，并获得中国证监会同意注册后方可实施，最终能否通过深交所审核并获得中国证监会同意注册的决定及时间仍存在不确定性。

格隆汇4月7日｜龙净环保(600388.SH)公告称，公司拟与惠州亿纬锂能股份有限公司在福建省龙岩市上杭县共同投资设立合资公司，建设60GWh大容量储能电池工厂。项目总投资预计为60亿元，合资公司注册资本9亿元，其中龙净环保持股20%，以货币出资1.8亿元，累计出资不超过2.4亿元；亿纬锂能持股80%。该事项已经公司第十届董事会第二十四次会议审议通过，无需提交股东会审议。本次合作有助于公司切入大容量储能电芯研发制造环节，完善新能源产业链布局，培育新的利润增长点。

Bill Oxford/iStock via Getty Images KalVista Pharmaceuticals, Inc. ( KALV ) has Ekterly as its leading franchise for hereditary angioedema (HAE). This is an oral on-demand therapy, and it’s approved in seven markets for adults and children 12 years and older. KALV is also working on the pediatric expansion for patients 2 to 11. KALV is planning to submit the NDA by Q3 2026, which could unlock a younger niche. In particular, that demographic hasn’t been targeted yet by Deucrictibant, developed by Pharvaris N.V. ( PHVS ), which is KALV’s main potential competitor. PHVS is expecting to submit an NDA for Deucrictibant in 1H2026. Thus, on balance, I think it’s fair to remain bullish, but note that the risk-reward equation isn’t as compelling as it was in 2024. Growth Stage On HAE KalVista Pharmaceuticals is now officially a commercial-stage company targeting therapies for rare diseases. They’ve focused so far on small-molecule treatments for hereditary angioedema (HAE). KALV was founded back in 2011 and is currently headquartered in Framingham, Massachusetts. I previously covered KALV in June 2024, and since then, the stock has appreciated by roughly 71.5%. So, I thought it was worthwhile revisiting this name. Source: Corporate Presentation. March 2026. As a quick overview, KALV’s portfolio includes its flagship drug Ekterly , which the company calls the first and only oral on-demand therapy for HAE attacks. Ekterly works in a quick and safe way and helps address HAE’s underlying causes for recurrent episodes of swelling. This is vital because eventually, these symptoms may affect the face, hands, feet, intestines, and airway. When HAE damages the throat or airway, it can even become life-threatening. HAE’s attacks can be triggered by stress, minor trauma, illness, or hormonal changes, but sometimes they happen without a clear reason. Moreover, common allergy medicines such as antihistamines may not be enough for relief because the disease has different mechanisms. HAE’s...

林泰新材公告，2025年营业收入4.2亿元，同比增长34.44%。净利润1.41亿元，同比增长74.22%。公司董事会提出2025年度权益分派预案，每10股派现6元（含税），不送股、不转增。

云汉芯城公告，预计2026年第一季度归属于上市公司股东的净利润为4904.41万元–5420.66万元，比上年同期的2048.62万元增长139.40%–164.60%；归属于上市公司股东的扣除非经常性损益后的净利润为4526.91万元–5003.42万元，比上年同期的1691.14万元增长167.68%–195.86%。2026年第一季度，人工智能算力、新能源汽车等领域需求旺盛，带动相关电子元器件需求持续增长，为公司业务发展提供了有利的行业环境。同时，公司持续推进产业互联网平台建设，优化供应链服务能力，提升运营效率与客户体验，线上平台业务、“芯晶采”数智化内采平台业务、互联网+授权代理业务、国产器件销售、海外业务等主要业务领域均呈快速增长态势，共同推动电子元器件销售收入较上年同期实现较大幅度增长。

格隆汇4月7日｜据路透援引伊朗高级消息人士的话称，德黑兰已拒绝与美国达成任何临时停火协议。德黑兰已为与美国就“持久和平”举行会谈设定了先决条件。先决条件包括立即停止袭击、保证不再发生袭击以及赔偿损失。根据永久性和平协议，德黑兰要求对通过霍尔木兹海峡的船只收取费用，费用将根据船只类型、所载货物及当前通行条件而有所不同。

TSMC (TSM) SVP Ho Li-Mei files Form 4 with no share changes Stock Titan

共30只个股出现了机构的身影。 盘后数据显示，4月7日龙虎榜中，共30只个股出现了机构的身影，有16只股票呈现机构净买入，14只股票呈现机构净卖出。 当天机构净买入前三的股票分别是福晶科技、航天电器、津药药业，净买入金额分别是2.27亿元、2.06亿元、1.68亿元。 当天机构净卖出前三的股票分别是通鼎互联、通宇通讯、中利集团，净流出金额分别是1.24亿元、5863万元、5658万元。

英国海事贸易组织7日说，一艘集装箱船报告称在伊朗附近海域被一枚不明发射物击中，导致船只受损，船员均安全。该组织说尚未收到任何环境影响报告。（新华社）

Amazon (AMZN) and USPS Agree New Package Deal With 20% Volume Cut CoinCentral

Amazon (AMZN) and USPS Agree New Package Deal With 20% Volume Cut coincentral.com

Amazon.com (NasdaqGS:AMZN) is facing increased shareholder pressure over the water usage and environmental impact of its expanding data center operations. A coalition of investors is pushing for greater transparency and stronger water conservation measures as Amazon scales infrastructure to support computing and AI workloads. Community resistance has already contributed to the cancellation of several multibillion dollar data center projects involving Amazon and its peers. The shareholder...

Anna Moneymaker/Getty Images News Markets are cautious as President Donald Trump's deadline for the opening of the Strait of Hormuz gets nearer. Trump said all of Iran could be "taken out in one night" if the deadline of 8 p.m. ET isn't met. Here is a summary of the president's deadlines and threats from The AP : An ultimatum about reopening the Strait of Hormuz On March 21, Trump posted on Truth Social that if Iran doesn't “FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS.” Iran had until the evening of March 23. Then 12 hours before the deadline, Trump took to Truth Social to share the good news: that both countries had productive conversations toward concluding the conflict. “I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD,” he wrote, adding that was subject to the success of the discussions. That pushed the deadline out to the end of that week. A threat to target desalinization plants Before the deadline, on March 26, Trump doubled down on his threats on Truth Social: “They better get serious soon, before it is too late, because once that happens, there is NO TURNING BACK, and it won’t be pretty!” But later that day, he extended the deadline for another 10 days, to April 6 at 8 p.m., and said on Truth Social that negotiations were “going very well.” On March 30, Trump put out a mixed statement: celebrating progress in the talks with Iran while also expanding his threatened bombing if a deal wasn't “shortly reached,” adding that “it probably will be." “We will conclude our lovely ‘stay’ in Iran by blowing up and completely obliterating all of their Electric Generating Plants, Oil Wells and Kharg Island (and possibly all desalinization plants!),” he wrote. It's unclear how soon “shortly reached” meant for Trump, but a deal was not...

Google says it has updated Gemini to better direct users to get mental health resources during moments of crisis. The change comes as the tech giant faces a wrongful death lawsuit alleging its chatbot "coached" a man to die by suicide, the latest in a string of lawsuits alleging tangible harm from AI products. When a conversation indicates a user is in a potential crisis related to suicide or self-harm, Gemini already launches a "Help is available" module that directs users to mental health crisis resources , like a suicide hotline or crisis text line. Google says the update - really more of a redesign - will streamline this into a "one-touc … Read the full story at The Verge.