(RTTNews) - AKVA group ASA (AKVA.OL), an aquaculture technology company, on Wednesday announced that its board has initiated a strategic review to explore alternatives to maximize shareholder value.

伊拉克外交部8日发表声明，对美国与伊朗宣布停火表示欢迎，称此举有助于缓和地区紧张局势，促进地区安全稳定。(新华社)

格隆汇4月8日丨南下资金净卖出港股超120亿港元。

韩联社、《首尔经济》等韩媒报道称，为降低中东局势震荡对韩国能源供应的影响，韩国政府7日开通“全国供应链问题热线”，集中受理企业与民众诉求，加快排查并解决进口、生产和流通环节的瓶颈问题。韩媒称，韩国经济对中东能源依赖度很高。2025年，韩国经霍尔木兹海峡进口的原油和石脑油占比分别达61%和54%。“全国供应链问题热线”旨在应对中东局势动荡引发的供应链不稳定，重点解决原材料及中间产品进口受阻、国际物流运输不畅等问题。“全国供应链问题热线”以韩国财政经济部官方社交平台账号为主要运行渠道，该部门官网也增设了专属入口，进一步扩大意见征集范围。企业与公众可通过留言等方式，提交自身在供应链方面遇到的实际困难或政策改进建议。与此同时，产业通商资源部、关税厅、国土交通部等韩国多个中央行政部门同步开放意见窗口，推动供应链相关问题跨部门协同处理。韩国政府还表示，将对收集的诉求进行快速评估并及时处理，必要时通过放宽管制加以解决，并推动将现场意见常态化纳入政策设计，完善供应链保障机制。(环球时报)

4月8日早盘，黄金股持续走强。西部黄金“一”字涨停；山金国际盘中触及涨停，中午收盘上涨8.04%；晓程科技盘中涨超14%，中午收盘上涨13.02%；湖南黄金、紫金矿业、赤峰黄金、山东黄金跟涨。当日，COMEX黄金盘中大幅反弹，涨幅一度超过4%。西部黄金证券部工作人员独家回应中国证券报·中证金牛座记者，公司股价受多重因素影响，无法判断国际金价反弹与股价严格正相关。对于公司2026年度生产计划，上述西部黄金证券部工作人员表示，公司会按照此前披露的生产计划有序开展。其中，2026年计划生产黄金11010千克。对于金矿扩张动作，公司2025年收购了新疆有色持有的新疆美盛矿业有限公司100%股权，新疆美盛矿业有限公司持有的卡特巴阿苏金铜矿采矿权。未来是否有扩张动作，以公司公告为准。晓程科技证券部工作人员独家回应记者称，公司股价上涨主要受黄金板块整体回暖带动。金价反弹确实会对业绩会有一定提振，但是并非单一因素。除了金价外，开采成本和运营模式也会影响公司业绩，国内和国际开采成本相差也很大。公司年报尚未披露，具体业绩情况以公司年报为准。赤峰黄金证券部工作人员独家回应记者称，金价上涨对公司的利润会有正向影响。公司已经制定了2026年的生产计划，并会严控按照计划执行。开采成本与开采量、金矿品位高度相关，同时与资金投入关联度较大。(中证金牛座)

German factory orders rebounded less than expected in February, before the start of the Iran war that risks derailing the recovery of Europe’s largest economy. Demand increased 0.9% from a month earlier, following a 11.1% slump at the start of the year. That’s below the 3% median estimate in a Bloomberg survey. Stripping out large-scale orders, the gauge increased 3.5%, the statistics office said Wednesday. A less volatile three-month reading showed a 2% jump. The outlook for the German economy has clouded considerably in recent weeks due to the Middle East conflict that started Feb. 28 as the country is seen as particularly exposed to the accompanying surge in energy costs. Last week, the leading research institutes cut their growth forecast for 2026 to 0.6% from 1.3%. At the same time, hundreds of billions of euros of infrastructure and defense outlays are still expected to provide some boost to domestic activity over the course of the year and prevent a stronger slide. How these factors ultimately play out, will very much depend on the length and the intensity of the Iran war. while the US and Iran on Tuesday agreed to a two-week ceasefire , Sentix said this week that investor confidence in the German economy already plummeted in April. Expectations even dropped to the lowest level since September 2024. That’s also a blow Chancellor Friedrich Merz , who had been counting on higher fiscal spending to revive the economy that eked out expansion of just 0.2% in 2025 after years of stagnating or shrinking output. Pressure on the government to unveil further measures to help companies and consumers after lawmakers approved an initial package last month is mounting. Investor Confidence in Euro-Zone Economy Slumps to One-Year Low German Growth Forecast Cut in Half on Iran War, Advisers Say Germany to Consider Additional Fuel Measures, Minister Says

4月8日，据“淘天速递”微信公众号消息，淘宝天猫调整发货管理规范、物流时效管理规范相关要求。变更要点：在“缺货-卖家/商家自主承认缺货”违规情形中，卖家/商家承诺发货时间大于48小时，针对卖家/商家在承诺发货时效内自主承认缺货的（即：商家主动服务消费者，明确告知缺货原因，与消费者协商达成一致后，并通过平台工具向消费者进行赔付），赔付比例调整由15%调整为10%。此次变更于4月2日公示，将于4月9日逐步生效。

格隆汇4月8日｜截至今日14:03，聚焦光模块龙头的创业板人工智能ETF南方(159382)涨超8.8%，成交1.29亿元，换手6.12%。 消息面上，近日硅光子产业联盟SiPhIA举办论坛，台积电表示，旗下硅光整合平台COUPE预计今年实现全面量产。这被业界视作共封装光学(CPO)产业由技术验证转向商用落地的重要里程碑。 中际旭创在3月30日在电话会议中表示，2026年光模块行业预计将延续强劲需求，1.6T、800G产品将成为主力需求，公司将在产能建设、原材料方面做好充足准备。 创业板人工智能ETF南方（159382）跟踪创业板人工智能指数，聚焦于人工智能产业链的优质创业板上市公司，覆盖AI算法、算力基础设施、应用服务等核心领域，其场外联接(A类：024725；C类：024726)。

Malaysian rubber glove maker WRP Asia Pacific Sdn. will begin winding down its business operations this month, citing “severe disruptions across global energy and petrochemical supply chains” caused by the Middle East conflict. WRP has suffered from “significant” increases in costs for petrochemical-derived raw materials and chemicals while facing uncertainty about procurement timelines and suppliers that increasingly require advance payments, the company said in a March 31 letter addressed to customers, which was reviewed by Bloomberg News. “These unforeseen circumstances have forced us to make the difficult but necessary decision to begin the process of winding down business operations with effect from 15 April,” the letter said. The announcement comes as the US- and Israel-led war creates the largest oil supply shock in decades, stoking inflation, rattling financial markets and pushing up costs for everything from food to fuel. It has also put industries such as glove manufacturers at risk, as they rely on imports of nitrile latex — a synthetic rubber — whose prices are linked to energy markets. The letter and impending wind-down was confirmed by Nadarajah Swaminathan, general manager of operations. He added that the company is awaiting feedback from shareholders, and that potential buyers of the glove maker could emerge. It’s unclear how much relief the industry may see with the just-announced two-week ceasefire and Tehran’s agreement to reopen the Strait of Hormuz. Read More: Trump’s Ceasefire Still Leaves the US and Iran Mired in Quandary Days before WRP sent its letter, the Malaysian Rubber Glove Manufacturers Association, an industry group, warned that the blockade of the Strait of Hormuz had caused a shortage of a key raw material, placing an “immense financial strain on local manufacturers” and threatening the global supply of medical gloves. Disruptions to supplies of global crude and refinery operations have driven up raw material costs by more than 50%,...

美團－Ｗ(03690)出現大手買入10.16萬股，成交價$89.65，涉資910.844萬 AASTOCKS.com

北京时间4月8日，美伊双方在巴基斯坦的斡旋下达成为期两周的临时停火协议，引发国际原油期货暴跌。 4月8日早盘，A股油气板块大幅低开，准油股份（002207.SZ）、蓝焰控股（000968.SZ）、贝肯能源（002828.SZ）、中曼石油（603619.SH）一字跌停，潜能恒信（300191.SZ）、科力股份（301552.SZ）、通源石油（300164.SZ）、首华燃气（300483.SZ）跌超10%，中国海油（600938.SH）、中国石油（601857.SH）跌超6%。 下午开盘后，A股油气板块仍整体维持弱势。其中权重股中国海油下跌6.94%、中国石油下跌4.3%；而其他小盘油服股跌幅显著大于权重股，准油股份、蓝焰控股、贝肯能源、中曼石油等跌停。 消息面上，北京时间4月8日，美伊双方达成为期两周的临时停火协议，引发国际原油期货暴跌，WTI原油期货早盘一度跌近20%。 截至今日13点10分，国际油价跌幅收窄，但仍保持暴跌状态，双双跌破100美元/桶，WTI原油报96.82美元/桶，日内下跌14.3%，布伦特原油报94.43美元/桶，日内跌13.6%。 “当前的原油市场已呈现‘冲突预期降温、海峡船货运输流量有恢复预期’的双重利空逻辑。”山东齐盛期货分析称，中东地缘局势出现重大转折，国际原油价格短线大幅回落，地缘风险溢价快速修复。 该机构认为，后续即便相关海峡逐步恢复通航，中东原油供应完全复原仍需时日，但盘面大概率会提前计价冲突缓和与供应恢复的预期。

格隆汇4月8日｜根据Counter point最新《高端IT面板出货与技术报告》，2025年全球笔记本电脑面板出货量同比增长7%，其中高端笔记本面板细分市场（MiniLED与OLED）同比增长19%。增长主要受存储成本上涨前的需求提前释放、企业设备升级、AIPC普及以及新品推出等因素推动。2026年，由于存储成本上涨压力持续，整体笔记本电脑面板市场预计同比下滑5%。不过，企业设备更新、软件升级以及AI赋能预计将有助于维持一定的需求动能。

格隆汇4月8日｜西太平洋银行新西兰首席经济学家表示，新西兰联储可能在9月而非该行此前预期的12月加息。这位经济学家在一份报告中写道，尽管新西兰联储一如普遍预期维持利率不变，但其“评论偏鹰派，对第二轮通胀压力上升的担忧相当突出”。这位经济学家补充说：“如果有证据表明第二轮通胀影响在累积，那么风险平衡将倾向于比9月更早开始加息。”西太平洋银行将其对新西兰联储每次会议加息25个基点的紧缩路径提前，预计将在9月开始。

格隆汇4月8日｜A股市场存储芯片股集体大涨，其中，香农芯创20CM涨停，金太阳、华润微涨超14%，雅创电子涨超12%，协创数据涨近12%，云汉芯城、朗科科技涨超10%，中电港、大为股份、广合科技、深南电路10CM涨停，聚辰股份、商络电子、力源信息、西测测试、北方华创、长川科技、精智达涨超9%，中微公司、上海新阳、成都华微、快克智能、杭州柯林涨超8%。消息面上，香农芯创昨晚公告称，公司2025年度实现营业收入352.51亿元，同比增长45.24%；归属于上市公司股东的净利润为5.44亿元，同比增长106.06%。

格隆汇4月8日丨沪深两市成交额突破2万亿，较上一日此时放量超6600亿。

格隆汇4月8日｜国盛证券研报指出，千问PC、APP端上线AI财经分析，接入同花顺1.3万股票实时行情。并整合了约100万份上市公司财报、公告及权威机构研报。基于全网数据调研，千问能直接帮用户输出一份完整的深度研究报告。另外，同花顺iFinDMCP重磅推出，为OpenClaw匹配专业金融数据。高级本地部署（OpenClaw等框架用户）针对非原生MCP环境，社区已提供成熟适配方案。另外，公司25年报业绩超预期，高现金分红+转股回报股东意愿强。公司业务与证券市场活跃度存在高度相关性，预计2026-2028年营业收入分别为84.13/104.76/123.54亿元，归母净利润分别为39.93/49.09/57.72亿元。维持“买入”评级。

European natural gas plunged after the US and Iran agreed to a two-week ceasefire that could temporarily reopen the vital Strait of Hormuz and ease strained global energy markets. Benchmark futures dropped as much as 20% to the lowest since the start of the war. US President Donald Trump agreed to suspend bombing in exchange for Iran allowing safe passage through Hormuz. Tehran said that would be possible via coordination with the nation’s armed forces, though details of the deal weren’t announced. The near-complete closure of the waterway — through which a fifth of the world’s oil and liquefied natural gas normally flows — has sparked a global energy crisis and sent fuel prices soaring. Frenetic changes in positioning by hedge funds and other speculators have amplified volatility in European gas, with record net-long bets accumulated before the ceasefire deal. At the same time, physical traders may remain cautious, waiting for clearer signs that the agreement will hold. Dutch front-month futures, Europe’s gas benchmark, traded down 18% at € 43.70 a megawatt-hour as of 8:02 a.m. in Amsterdam. Oil Slumps Below $100 as US, Iran Agree to Two-Week Ceasefire Shipowners Eye Hormuz Truce With 800 Vessels Still Trapped Japan’s Chiyoda Considers Resuming Work on Qatar LNG Project

金價持續回升，曾經重上4,800美元關口。有分析認為，環球央行增持黃金的步伐或提速，金價中長期向上趨勢料維持。 美伊停火兩星期的消息利淡油價，金價則繼續回勇，現貨金價曾經升穿4,800美元一盎司。瑞銀認為，金價在一月底創出5,595美元新高後回調。受惠央行繼續增持及預料美國聯儲局今年仍很大機會減息，金價有機會回升至5,400美元。若私人投資者亦加快對黃金的多元配置，金價更有望升至6,100美元。高盛更認為黃金已明顯超賣，預計央行增持步伐有機會提速。 根據世界黃金協會統計，二月全球央行淨買入黃金19噸，較一月的5噸顯著增長，數據並未反映美伊戰事爆發。協會指出，雖然有少數央行減持黃金作戰略性操作，但全球大部分央行買金的取態未變，尤其新興市場。在去美元化的長期趨勢下，黃金是儲備多元化的主要工具之一。短期回調，不會改變中長期向上趨勢。 人民銀行日前公布連續十七個月增持黃金，三月底黃金儲備達7,438萬盎司，較二月增加16萬盎司。國家金融與發展實驗室指出，全球央行普遍提高黃金配置比例，以對沖美元資產波動，分散地緣政治風險。內地繼續增持黃金，反映在全球貨幣體系調整加速的背景下，人行更重視儲備資產的安全性與長期穩定性。而人行低量、多次、小幅度的補倉節奏，能降低一次性大批購入對金價造成的衝擊。

金價持續回升，曾經重上4,800美元關口。有分析認為，環球央行增持黃金的步伐或提速，金價中長期向上趨勢料維持。 美伊停火兩星期的消息利淡油價，金價則繼續回勇，現貨金價曾經升穿4,800美元一盎司。瑞銀認為，金價在一月底創出5,595美元新高後回調。受惠央行繼續增持及預料美國聯儲局今年仍很大機會減息，金價有機會回升至5,400美元。若私人投資者亦加快對黃金的多元配置，金價更有望升至6,100美元。高盛更認為黃金已明顯超賣，預計央行增持步伐有機會提速。 根據世界黃金協會統計，二月全球央行淨買入黃金19噸，較一月的5噸顯著增長，數據並未反映美伊戰事爆發。協會指出，雖然有少數央行減持黃金作戰略性操作，但全球大部分央行買金的取態未變，尤其新興市場。在去美元化的長期趨勢下，黃金是儲備多元化的主要工具之一。短期回調，不會改變中長期向上趨勢。 人民銀行日前公布連續十七個月增持黃金，三月底黃金儲備達7,438萬盎司，較二月增加16萬盎司。國家金融與發展實驗室指出，全球央行普遍提高黃金配置比例，以對沖美元資產波動，分散地緣政治風險。內地繼續增持黃金，反映在全球貨幣體系調整加速的背景下，人行更重視儲備資產的安全性與長期穩定性。而人行低量、多次、小幅度的補倉節奏，能降低一次性大批購入對金價造成的衝擊。

TikTok ( TIKTOK ) plans to invest €1B to build a second data center in Finland , according to a Reuters report that cites sources familiar with the matter. This new facility in Lahti, southern Finland, will have an initial 50 MW capacity, expandable to 128 MW, and is set to be operational by 2027. The investment forms part of TikTok’s broader €12B “European data sovereignty” initiative, aimed at storing and safeguarding data of over 200M European users within the region, the report added. The move comes less than a year after TikTok ( TIKTOK ) committed a similar €1B investment for its first Finnish data center in Kouvola, which is expected to be operational by the end of 2026. The expansion underscores TikTok’s ( TIKTOK ) efforts to localize data storage amid mounting pressure from European regulators and lingering concerns tied to its Chinese parent, ByteDance ( BDNCE ). TikTok ( TIKTOK ) said European user data is currently stored across data centers in Norway, Ireland, and the U.S. with enhanced safeguards. Finland has emerged as a preferred hub for hyperscale data centers, attracting global tech firms like Microsoft ( MSFT ) and Google ( GOOG ) due to its cold climate, abundant low-carbon electricity, and stable regulatory environment, which help lower energy and operating expenses. In April last year, Finnish politicians had raised concerns after TikTok ( TIKTOK ) revealed its initial plan for a data center in Kouvola, citing security risks and a lack of transparency. Although the defense ministry approved the project in 2024. More on TikTok, ByteDance Australia weighs legal action against Meta, Snapchat, others over teen ban breaches Alibaba, ByteDance plan to place orders for Huawei's new AI chip: report Financial information for TikTok Financial information for ByteDance

Our security correspondent offers his analysis on the two-week ceasefire.

England full-back Ellie Kildunne admits feeling "really alone" after experiencing an emotional dip following their Rugby World Cup win.

格隆汇4月8日｜美伊停火两周，迪拜股指在早盘交易中上涨6.7%，阿布扎比证券交易所指数在早盘交易中上涨3%。

港股長假期後復市，跟隨外圍升勢，升幅超過700點。 美伊停火兩星期，地緣緊張局勢暫得以緩和。恒指高開656點，之後重上25,800點水平。 重磅股支撐大市，滙控升超過半成，美團上升一成。科網股有份支撐大市，阿里巴巴上升百分之7，騰訊升百分之3。金礦股造好，紫金黃金國際升百分之8。中國黃金國際上升一成一。 期油價格急挫，石油股受壓，中海油和中石油下跌百分之2至3。

港股長假期後復市，跟隨外圍升勢，升幅超過700點。 美伊停火兩星期，地緣緊張局勢暫得以緩和。恒指高開656點，之後重上25,800點水平。 重磅股支撐大市，滙控升超過半成，美團上升一成。科網股有份支撐大市，阿里巴巴上升百分之7，騰訊升百分之3。金礦股造好，紫金黃金國際升百分之8。中國黃金國際上升一成一。 期油價格急挫，石油股受壓，中海油和中石油下跌百分之2至3。

格隆汇4月8日丨美伊同意停火两周，欧洲天然气价格下跌20%。

Justin Paget/DigitalVision via Getty Images NXG NextGen Infrastructure Income Fund's ( NXG ) offering is live. The ex-rights date was April 6, 2026, while the offering is due to expire on April 30, 2026. This is a transferable 1-for-3 rights offering that uses a more typical CEF formula: the higher of 95% of the average closing market price on the final 5 days of the offering or 92% of NAV. This structure effectively caps the subscription discount to market at 8%, which limits maximum dilution. The NAV floor is activated once the fund's market price is at roughly a -3.2% discount to NAV. From the press release : March 26, 2026 | NXG NextGen Infrastructure Income Fund (NYSE: NXG ) Announces Terms of Rights Offering. The board of trustees (the "Board") of NXG NextGen Infrastructure Income Fund (NXG) (the "Fund") has approved the terms of the issuance of transferable rights ("Rights") to the holders of the Fund's common shares (the "Common Shareholders") of beneficial interest, par value $0.001 per share ("Common Shares"), as of the record date, entitling the holders of those Rights to subscribe for Common Shares (the "Offer"). The record date for the Offer is currently expected to be April 6, 2026 (the "Record Date"). The Fund will distribute to Common Shareholders on the Record Date ("Record Date Common Shareholders") one Right for each Common Share held on the Record Date. Common Shareholders will be entitled to purchase one new Common Share for every three Rights held (1 for 3). The proposed subscription period will commence on the Record Date and is currently anticipated to expire on April 30, 2026, unless extended by the Fund (the "Expiration Date"). Rights may be exercised at any time during the subscription period. The Rights are transferable and are expected to be admitted for trading on the New York Stock Exchange LLC (the "NYSE") under the symbol "NXG RT" during the course of the Offer. The subscription price per Common Share (the "Subscription Price") will ...

据同花顺iFinD数据，沪深京三市成交额超2万亿元，较上日此时放量6714亿元，预计全天成交金额约2.4万亿元。截至目前，沪市成交额8781亿元，深市成交额11097亿元，北证50成交额127亿元。

國際社會普遍歡迎美國和伊朗同意停火兩周。 聯合國秘書長古特雷斯周二表示，歡迎美伊停火兩周，敦促當前中東衝突各方遵守停火條款，為該地區實現持久、全面和平鋪平道路。 日本內閣官房長官木原稔形容停火是積極發展，為局勢降溫，期望就衝突盡早達成最終協議。 澳洲總理阿爾巴內塞亦歡迎中東停火，形容是正面消息，稱若形勢不斷升級，將對全球經濟造成更大破壞，但批評美國總統特朗普有關消滅整個伊朗文明的言論不合適。 馬來西亞總理安華同樣歡迎美伊停火，呼籲在中東實現長久和平。