截至4月7日，上交所融资余额报13034.37亿元，较前一交易日增加6.00亿元；深交所融资余额报12550.84亿元，较前一交易日增加31.99亿元；两市合计25585.21亿元，较前一交易日增加37.99亿元。

美伊停火兩周，美元匯價下挫。 反映美元兌六隻主要貨幣的美匯指數跌穿100水平，跌幅逾百分之0.8。 當中美元兌日圓跌穿159水平，跌幅逾百分之0.6。歐元兌美元升逾百分之0.6。英鎊兌美元升近百分之0.7。

格隆汇4月8日｜据美联社，一位地区官员透露，为期两周的停火计划包括允许伊朗和阿曼对通过霍尔木兹海峡的船只收取通行费。

Jacob Wackerhausen/iStock via Getty Images Investment thesis Note: This is an update to my previous article . In this coverage, I'm upgrading from Hold to Buy because the growth prospects have improved dramatically and the margin expansion story isn't over yet. BK Technologies ( BKTI ) is transitioning from a traditional radio manufacturer to a higher quality company with recurring revenue from its software. Recent results show accelerating growth and a continuation of its margin expansion story. The goal for 2030 is to increase revenue by approximately 15% annually, along with gross margins of 60% compared to the current 50%. If you have a long-term vision and trust the management, which has a track record of exceeding expectations, I consider it a buy at the current price. Margin expansion continues This quarter was very interesting for BKTI because they reported the close of fiscal year 2025 and also held their Investor Day with some very valuable information. Let's start with their Q4 2025 report , which they shared in March. They reported sales of $21.51 million, representing a 10% beat of analysts expectations and 20% growth! This surprised me because it marks the second consecutive quarter of growth exceeding 20%, something I hadn't considered in my previous coverage when I didn't see the company as a growth story. More important, this quarter's 20% growth comes on top of a 10% growth in Q4 2024, which was already the highest growth of 2023 and 2024. And in case you're wondering, I couldn't find any one-off driving the EPS beat, so I guess that came mostly from operating leverage rather than accounting noise. Q4 2025 Estimate Actual Beat/miss Revenue $19.50M $21.51M 10.3% EPS $0.53 $1.06 100.0% Click to enlarge Author's compilation For fiscal year 2026, the initial guidance is at least $90 million in sales and gross margins of 50%. Don't be surprised if those are easily surpassed, since in 2025 the company had given guidance of single-digit growth and gross m...

Devrimb/iStock via Getty Images By Jennifer Nash New orders for manufactured durable goods fell 1.4% in February to $315.50B, more than the projected 1.1% monthly decline. Compared to a year ago, new orders are up 7.3%. New orders for manufactured durable goods in February, down four of the last five months, decreased $4.4 billion or 1.4 percent to $315.5 billion, the U.S. Census Bureau announced today. This followed a 0.5 percent January decrease. Excluding transportation, new orders increased 0.8 percent. Excluding defense, new orders decreased 1.2 percent. Transportation equipment, also down four of the last five months, drove the decrease, $6.1 billion or 5.4 percent to $106.1 billion. ( Download full PDF ) Durable Goods Durable goods refers to tangible products that can be stored or inventoried and that have an average life of at least three years. Durable goods are typically expensive and therefore tend to be purchased when there is confidence in the economy. New orders for durable goods are a leading indicator, meaning when purchases increase, it typically hints at an improvement to the economy. On the flip side, when the new orders trend down, it is indicating a lack of confidence in the economy. Economists frequently study this indicator, excluding transportation or defense or both. Just how big are these two subcomponents? Here is a stacked area chart to illustrate the relative sizes over time based on the nominal data. We've also included a dotted line to show the relative size of the core capex subset, which we'll illustrate in more detail below. The next chart shows the year-over-year percent change in durable goods. We've highlighted the value at recession starts and the latest value for this metric. If we exclude transportation, "core" durable goods were up 0.8% from the previous month and up 6.0% compared to one year ago. The latest reading was higher than the expected 0.5% monthly growth. The next chart shows the year-over-year percent change in cor...

Not that long ago, Iren (NASDAQ: IREN) enjoyed a monumental bull run, soaring from $5 to $76 in less than a year. That euphoric momentum has been depleted. The stock has crashed by 54% from its all-time high, but the long-term picture is stronger than ever. Here's why Iren looks like a buy despite strong pessimism from retail investors. No one likes it when their stock gets diluted , and it can cause investors to scramble. Iren has been raising money through loans with competitive rates for a while, but its at-the-market equity program of up to $6 billion drew skepticism. Iren currently has a $11 billion market cap, so this proposal can result in the dilution of half of its shares. However, it's not guaranteed to happen right away. Iren can theoretically wait until its market cap is much higher before tapping into the at-the-market equity program, which would result in less dilution. Continue reading

泸州老窖4月8日在互动平台表示，特曲60版过去主要依靠团购渠道培育口碑和拓展市场，目前正在部分地区试点全渠道运营。在试点地区外继续以团购模式为主，积累口碑，进一步提高特曲60版的品牌知名度和美誉度，并推出了“红60”发展宴席市场，不断拓展特曲60版的发展空间。（人民财讯）

Voters pick Clay Fuller, deciding Iran war was not enough to propel a Democrat into a conservative-leaning House seat US politics live – latest updates Sign up for the Breaking News US newsletter email Clay Fuller supports the war in Iran . Shawn Harris opposes it. Voters in Marjorie Taylor Greene’s former district in north-west Georgia decided that this distinction was not enough to propel a Democrat into a conservative-leaning House seat on Tuesday night. Associated Press called the election as results from the rural counties of north-western corner of the state rolled in. Continue reading...

(RTTNews) - XCel Brands, Inc. (XELB) released Loss for fourth quarter of -$2.78 million

中国物流与采购联合会今天（8日）发布3月份中国物流业景气指数。数据显示，3月物流业务活动趋于活跃，产业链供应链上下游协同推进，物流领域投资增长，市场预期同步向好。3月份中国物流业景气指数为50.2%，较上月回升2.7个百分点。从分项指数来看呈现全面回升态势，其中业务总量指数、新订单指数、库存周转次数指数、资金周转率指数、设备利用率指数、从业人员指数、业务活动预期指数回升明显。（央视）

格隆汇4月8日｜美国官员当地时间7日透露，特朗普政府正在为未来几天美国和伊朗官员之间可能进行的谈判做准备，双方正致力于达成一项长期协议，以结束美伊之间的战争。美国白宫新闻秘书莱维特表示：“目前正在讨论面对面会谈，但在总统或白宫宣布之前，一切都没有最终确定。”据了解，特朗普的特使威特科夫、女婿库什纳和副总统万斯预计将出席谈判，届时巴基斯坦方面的调解人也将出席。

James Caldwell Flores, President and Chief Operating Officer of Sable Offshore Corp. (NYSE:SOC) , disclosed the sale of 279,081 shares of common stock in an open-market transaction on March 31, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($16.69); post-transaction value based on latest market close ($15.37 as of April 2, 2026). * One-year price change calculated using April 5, 2026, as the reference date. Continue reading

格隆汇4月8日｜深交所公告，因埃斯顿在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单调入埃斯顿，自2026年04月08日起生效。

Taiwan Semiconductor rises after January sales surge 37% Y/Y MSN

近日，第十四届储能国际峰会暨展览会（ESIE2026）在北京启幕。海博思创以“智储一体 能赋未来”为主题参与此届盛会，并在现场发布“GWh级HyperStation智储电站解决方案”，标志着公司积极推动储能行业从“规模时代”迈向“价值时代”走出新的关键一步。GWh级HyperStation智储电站解决方案发布。本次发布聚焦海博思创全栈自研产品、标准化交付能力与智能化运营策略，系统呈现了公司面向未来电力市场的“智能体平台”整体图景。海博思创产品管理中心负责人杨振华表示，HyperStation涵盖的不仅是产品，更是一套“硬件+软件+服务”的全生命周期解决方案。通过电站设备的标准化，我们使电站交付并网时间缩短30%；通过AI智能体赋能，让电站收益从“被动接受”转向“主动掌控”。海博思创产品经理张志远对GWh级HyperStation智储电站解决方案进行了详细介绍，他表示，储能电站并非简单的设备集合，而是一套长期运行的“收益曲线”。从规划设计、设备选型、系统集成，到运行控制、交易策略、运维优化，每一个环节都直接影响电站未来十年乃至二十年的收益表现。储能电站全生命周期收益保障，正是海博思创最核心的目标。（证券时报）

Soybean oil futures sank 5% as a temporary ceasefire agreement between the US and Iran sparked a plunge in crude prices, denting the appeal of crop-based biofuels. The move was the sharpest drop for a most-active contract in three weeks, with almost all grain and oilseed futures in Chicago declining. The two-week pledge between the nations could help ease global supply disruptions sparked by the war, with the weeks-long effective closure of the Strait of Hormuz stalling flows of fuel and fertilizer that are vital to crop production. Brent oil slumped more than 15% at the market open. Vegetable oils such as soy and palm are closely tied to the price movements of crude as a large portion of their demand stems from biofuel production. Soybean oil fell 3.7% to 66.12 cents per pound Wheat fell 2.5% to $5.83 a bushel Corn and soybeans were each about 1% lower

导读：财联社4月8日投资避雷针，近日A股及海外市场潜在风险事件如下。国内经济信息方面包括：1）章源钨业下调2026年4月上半月长单采购报价；2）4月硅片排产环比下调约5.4%，光伏胶膜排产环比减少约14%；公司方面重点关注包括：1）2连板中安科公告，目前主营业务是以安保运营服务为主，无算力业务相关收入；2）ST西发实际控制人、董事长罗希被留置；海外市场重点关注包括：1）伊美停火将于伊朗时间8日凌晨3时30分生效，WTI原油期货一度跌超19%；2）高盛下调2026年铜价预期，料供应过剩规模扩大。 经济信息 1、章源钨业公布2026年4月上半月长单采购报价：55%黑钨精矿：93.00万元/标吨；55%白钨精矿：92.90万元/标吨；仲钨酸铵(国标零级)：144.00万元/吨。注：以上单价含13%增值税。上述价格较2026年3月下半月长单采购报价均有所下调。（章源钨业2026年3月下半月长单采购报价为：55%黑钨精矿：102.00万元/标吨；55%白钨精矿：101.90万元/标吨；仲钨酸铵(国标零级)：150.00万元/吨。注：以上单价含13%增值税。） 2、4月硅片排产下调5.4%，近日一体化企业均有减产迹象，实际排产或略低于预期，市场代工订单量有所增加，且有更集中的趋势。电池片环节进入累库阶段。随着海外订单交付接近尾声，加之国内订单承接乏力，整体出货节奏明显放缓。4月光伏胶膜排产环比3月减少14%左右，国内组件厂按需生产，胶膜库存小幅累加。 (上海有色网) 3、有消息称，受多种复杂因素影响，家电产品成本上升，包括海信、海尔、美的、西门子、TCL、松下等多家主流家电品牌从4月起将上调旗下产品价格，调价覆盖空调、冰箱、电视、厨电等多个品类，行业整体涨幅区间在5%至20%之间，其中美的空调个别机型涨幅高达30%。TCL彩电柜台的一位促销人员表示，由于存储芯片价格上涨等因素，接下来电视机会涨价8%左右。美的柜台的销售人员也表示，接下来会涨价，高端冰箱可能会上涨几千元。她的理由是冰箱内压缩机需要大量的铜，而铜价格居高不下。但目前为止，美的涨价通知并没有下达到线下卖场。传闻涨价最凶猛的大厨电产品，卖场上也没有真正提价的产品。 (澎湃新闻) 公司预警 1、2连板中安科：目前主营业务是以安保运营服务为主，无算力业务相关收入。 2、ST西发：实际控制人、董事长罗希被留置。 3、汉朔科技...

Maksym Isachenko/iStock via Getty Images Vale ( VALE ) has brought forward a scheduled maintenance shutdown of its two iron ore pellet plants in Oman in an attempt to lessen the potential impacts from the Middle East war, Bloomberg reported Tuesday. The maintenance shutdowns have been advanced by a few weeks, according to the report, which could not ascertain the length of time the plants would be offline. Vale’s ( VALE ) Oman operations' annual production capacity totaled 9M tons of iron ore pellets in 2025, ~29% of the company's overall output. Even as Iran's blockade of the Strait of Hormuz is preventing deliveries, Vale ( VALE ) is not yet considering changing its full-year pellet production guidance of 30M-34M tons, according to the report . More on Vale Vale: Very Cheap Shares! Is The Market Ignoring The 4.8x EBITDA Multiple? Vale: The Biggest Bargain In The Mining Sector Vale Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow

当地时间4月8日凌晨， 阿联酋、巴林、卡塔尔、科威特、沙特纷纷发布紧急安全预警， 其中一些国家防空警报响起，据称防空系统正拦截空中敌对目标，要求居民保持高度警惕、待在室内。 阿联酋称正应对导弹威胁，要求公众留在安全地方。卡塔尔称安全威胁级别高，敦促人们留在室内，随即称正在拦截来袭导弹。科威特称拦截来袭导弹和无人机。巴林防空警报响起，敦促民众就近避难。沙特对首都利雅得及北部边境地区发布早期安全预警。

格隆汇4月8日｜日本铠侠股价上涨12%，爱德万测试上涨8.7%，瑞萨电子上涨8.1%。

格隆汇4月8日｜据美国方面7日消息，美国皮尤研究中心最新民调显示，美国民众对美国总统特朗普有关伊朗问题的决策的信心较去年明显下降。调查显示，仅约三分之一美国成年人表示对特朗普关于伊朗问题的决策“非常”或“比较”有信心，低于去年8月的44%。此外，约七成美国人对军事行动导致油价上涨表示“非常”或“极度”担忧，多数受访者还担心美军可能被派往伊朗、出现人员伤亡以及美国本土遭遇恐袭等风险。

格隆汇4月8日｜据央视，当地时间4月8日凌晨，阿联酋、巴林、卡塔尔、科威特、沙特纷纷发布紧急安全预警，其中一些国家防空警报响起，据称防空系统正拦截空中敌对目标，要求居民保持高度警惕、待在室内。阿联酋称正应对导弹威胁，要求公众留在安全地方。卡塔尔称安全威胁级别高，敦促人们留在室内，随即称正在拦截来袭导弹。科威特称拦截来袭导弹和无人机。巴林防空警报响起，敦促民众就近避难。沙特对首都利雅得及北部边境地区发布早期安全预警。

(RTTNews) - The Taiwan stock market has finished higher in two of three trading days since the end of the four-day losing streak in which it had plunged almost 1,700 points or 5.3 percent. The Taiwan Stock Exchange now sits just beneath the 33,230-point plateau although it may he

清明假期前二天平台充电设施充电量5957万千瓦时 4月7日，今年清明假期，新能源汽车出行迎来高峰。国家电网智慧车联网平台数据显示，假期前2天平台充电设施充电量5957万千瓦时，较去年同期增长26.98%。 财联社汽车：清明假期高速服务区和热门景区充电需求增长，各地供电部门通过扩容增容和技术升级，大幅提升充电效率，保障新能源车主补能顺畅。 中汽协：2月汽车整车进口3.2万辆 同比下降11.6% 4月7日，中国汽车工业协会整理的海关总署数据显示， 2月汽车整车进口3.2万辆，环比下降17.4%，同比下降11.6%；进口金额14.7亿美元，环比下降17.6%，同比下降18.6%。1月-2月，汽车整车进口7万辆，同比增长24.3%；进口金额32.7亿美元，同比增长8.3%。 财联社汽车：汽车进口市场的下行，与汽车出口市场的强势形成鲜明对比。 1-2月我国新能源车占全球市场份额达27% 4月7日，乘联分会秘书长崔东树在其公众号表示，中国新能源车的世界表现超强，海外溢出效应明显，1-2月达到27%的份额。其中，欧洲16%，南半球83%，东南亚和西亚的份额在51%左右，部分区域已经是绝对优势。 崔东树：世界汽车的多极化特征尚未改变。 赛力斯公布防撞控制专利 4月7日，天眼查知识产权信息显示，赛力斯汽车有限公司近日申请的“防撞控制方法、装置、电子设备及介质”专利公布。摘要显示，防撞控制方法应用于车辆的防撞梁总成，防撞梁总成包括作动机构，方法包括：检测作动机构的状态，作动机构的状态包括伸出状态和缩回状态，在作动机构处于伸出状态下：获取待碰撞对象的类型；待碰撞对象的类型包括需要保护的类型和不需要保护的类型；获取车辆制动的减速度；根据待碰撞对象的类型和车辆制动的减速度，控制作动机构动作。 赛力斯：通过本申请的防撞控制方法，能够实现对作动机构的灵活调整，使防撞梁总成灵活应对不同的碰撞场景，同时加强对车内人员和车外人员的保护，利于车辆防撞梁总成的优化改进。 华境S开启盲订 全系标配华为智能全家桶 4⽉7⽇，上汽通⽤五菱携⼿华为乾崑打造的华境S⾸发亮相并开启盲订。华境S定位旗舰级六座智能SUV，⻓5235mm/宽1999mm/⾼1800mm/轴距3105mm，全系标配华为乾崑舱内激光雷达Limera、华为乾崑ADS Pro增强版、华为乾崑全维防碰撞系统CAS 4.0、鸿蒙座舱HarmonySp...

美國太空總署公布，「阿提密斯二號」繞月任務首批月球圖片，包括太空日全食及月球背面圖片。四名太空人完成任務後，預計周五返回地球。 載著四名太空人的獵戶座飛船，向美國太空總署傳送繞月飛行的首批圖片，這張顯示月球完全將太陽遮蔽，展現難得一見的日全食奇景。這張相清楚看到月球表面，遠處的地球相對顯得渺小，月球表面布滿坑洞。 在獵戶座飛船繞過月球背面期間，亦拍攝月球及地球的圖片。 三名美籍及一名加拿大太空人在美國東岸時間周一下午兩時許執行載人繞月任務，近七小時後完成繞過月球背面飛行。期間抵達位置距離地球表面約40.6萬公里，打破1970年阿波羅13號飛船所創約40萬公里的人類距離地球最遠飛行紀錄。 四名太空人在執行任務期間，大量拍攝圖片和觀測月球地形，並將資料傳回地球作後續研究。預計太空船將於周五濺落在太平洋。據報美國總統特朗普已邀請四名太空人稍後到訪白宮。