当地时间4月8日，伊朗最高国家安全委员会在声明中向全体伊朗人民祝贺胜利，并强调在胜利的各项细节最终落实之前，仍需官员们的坚韧与谋略，以及伊朗人民保持团结一致。 声明称，美国已在原则上承诺履行以下义务： 保证不再进行军事行动； 承认伊朗对霍尔木兹海峡的持续控制权； 接受伊朗的铀浓缩活动； 解除所有对伊一级和二级制裁； 终止联合国安理会及国际原子能机构理事会的所有相关决议； 支付对伊朗造成的损失赔偿； 美国战斗部队撤出该地区； 停止所有战线的军事行动。 伊朗最高国家安全委员会向全体伊朗人民祝贺这一胜利，并再次强调，在胜利细节最终敲定之前，官员的决策与民众的团结协作至关重要。 声明称， 在过去的40天里，伊朗与黎巴嫩、伊拉克、也门等并肩作战，给予敌人沉重打击。现在，除了向伊朗投降外，敌人已无路可走。

格隆汇4月8日｜甲醇主力合约日内暴跌12.00%，现报3080.00元/吨。

Source: Bloomberg, 0:00

大商所聚丙烯主力合约触及跌停，报8880元/吨，现跌幅为9.0%。

格隆汇4月8日｜中国有色金属工业协会硅业分会消息，据安泰科统计，本周多晶硅n型复投料成交价格区间为3.5—3.7万元/吨，成交均价为3.60万元/吨，环比下滑1.37%；n型颗粒硅成交价格区间为3.4—3.6万元/吨，成交均价为3.50万元/吨，环比下滑4.11%。本周多晶硅市场延续弱势，价格继续承压下行，尽管跌速较前期略有收窄，但市场整体下行走势尚未扭转。本周市场博弈加剧，下游压价心态强烈，而供应端仍有挺价意愿，本周3-4家企业签订新单，主流成交价仍在3.5—3.6万元/吨区间。

具身智能赛道融资热度持续升温。据不完全统计，在刚刚过去的3月，光侧重基础模型和核心硬件研发的企业拿到融资达32起，金额超过130亿元。在这个创业赛道里，理想汽车系公司异军突起。而近期理想系又添加了一名新的成员。21世纪经济报道从多位独立信源处独家获悉，理想汽车前AI首席科学家、基座模型负责人陈伟，联手前第二产品线负责人张骁，一起创办了新的具身智能公司——斜跃智能，陈伟担任董事长兼CTO、张骁任CEO。公司成立于2026年2月，首轮融资由元璟资本和理想汽车共同投资。（21世纪经济报道）

亚洲航空公司的掌门人表示，虽然伊朗在与美国总统特朗普为其两周的停火协议中，同意开放霍尔木兹海峡，但航空燃油价格仍需数月才能恢复正常 东方航空公司客机停靠在机场停机坪。图：视觉中国

nmlfd/iStock via Getty Images Memory chip maker SK Hynix ( HXSCL ) stock price jumped about 15% on the South Korean stock exchange on Wednesday after rival Samsung Electronics ( SSNLF ) projected record‑breaking Q1 profit, reinforcing expectations of an AI-led upcycle in memory chips. Investor sentiment toward the entire memory sector strengthened as Samsung’s outlook signaled tight supply and rising prices for DRAM and NAND chips, key components in AI data centers. Korea Investment & Securities raised its FY operating profit estimate for SK Hynix by 28%, citing stronger-than-expected pricing trends, with projections now more than quadruple 2025 levels. SK Hynix ( HXSCL ), the world’s second-largest memory chipmaker, is scheduled to report its Q1 results later this month, with markets now expecting similarly strong performance. More on SK Hynix, Samsung Electronics Samsung Brings AI And Hardware Refinements To S26 Samsung Electronics Co., Ltd. (SSNLF) Q4 2025 Earnings Call Transcript Samsung Electronics Co., Ltd. 2025 Q4 - Results - Earnings Call Presentation Samsung Electronics projects eightfold profit jump driven by AI chips Memory spot price decline not likely anything more than a correction, GF says

(RTTNews) - The independent directors of Intuitive Investments Group or IIG, and Acceler8 Ventures plc or AC8, announced they have reached agreement in principle on the terms of a possible all-share offer by AC8 for the entire issued and to be issued ordinary share capital of IIG

格隆汇4月8日｜中金发表报告指，中国银河2025年业绩小幅低于预期，收入及净利润分别按年增长24%及25%，各至283亿及125亿元；加权平均ROE按年增加1.5个百分点至9.8%。去年第四季净利润按年跌49%/按季跌65%，单季年化ROE4.1%。公司拟现金分红14亿元、分红率31%。该行下调中国银河2026年及2027年净利润预测各6%及7%，至142亿及152亿元；下调H股目标价至11.2港元，维持“跑赢行业”评级。

Krot Studio/iStock via Getty Images Anthropic ( ANTHRO ) disclosed on Monday that their run-rate revenue has surpassed $30 billion (I appreciate that unlike most people in tech, they didn’t call it ARR). To contextualize how mind-boggling the growth is, Anthropic ended 2025 with an annual run rate of just $9 billion, which then shot to $19 billion by February. Basically, Anthropic seems to be adding its entire 2025 run-rate revenue every month now! The meteoric growth starts to make some sense when you see how some of its customers are behaving. The Information reported on Monday that Meta ( META ) (likely one of Anthropic’s major customers) is literally running an internal “competition” among its employees to see who can spend the highest number of tokens. Meta employees apparently used 60 trillion tokens in just the last 30 days. To understand the scale of such token consumption, The Information helpfully mentioned that all the books that were ever published are only estimated to be worth ~20 trillion tokens! You can probably see now how Anthropic is growing their revenue so fast when their end customers are essentially “bragging” about using as many tokens as possible. Given how fast Anthropic is growing their revenue and how willing its customers seem to be to spend more tokens, does it mean Anthropic is also making gross profit hand over fist in inference? That may sound like a rhetorical question, but it is actually surprisingly a more difficult question to answer. I have mentioned AI’s speculative economics before, but I have a newfound appreciation for the uncertainty in AI economics after reading Anjali Shrivastava’s couple of pieces on this topic. Anjali once left a couple of thoughtful replies to my tweets which made me follow her on X. I then came across her article “A token is not a fixed unit of cost”. Unfortunately, I am one of those guys who always have at least 50 tabs open on his PC, and Anjali’s piece ended up in that graveyard. Thankfully, one of...

These stocks could be multidecade winners.

Key PointsApple has one of the best business models on the planet.

美伊阶段性停火导致能源价格暴跌，交易员大幅削减了对欧洲央行加息的押注。 互换合约市场显示，预计欧洲央行今年将加息53个基点，低于周二的80个基点；交易员预计本月晚些时候将加息9个基点，低于此前预期的17个基点。 预计油气价格下跌将缓解通胀预期，从而降低加息需求。 责任编辑：李肇孚

The Prime Minister welcomed the ceasefire deal and said the UK would do "all we can to support and sustain this ceasefire".

格隆汇4月8日丨马来西亚橡胶手套制造商WRP表示，将从本月开始逐步缩减其业务运营，理由是中东冲突导致全球能源和石化供应链严重中断。公司称其面临石化衍生原材料和化学品成本“显著”上涨，同时采购时间表存在不确定性，且供应商加大要求预付货款的力度。信中称：“这些不可预见的情况迫使我们做出艰难但必要的决定，自4月15日起启动逐步结束业务运营的流程。”

格隆汇4月8日丨三位接近真主党的黎巴嫩消息人士透露，尽管以色列持续发动袭击，真主党仍于周二凌晨遵守了停火协议。

格隆汇4月8日｜东吴证券研报指出，亿纬锂能26年Q1业绩略超市场预期。预计26年Q1实现归母净利润13.8~14.9亿元，同比+25%~+35%，环比+4%~+13%，中值14.3亿元。公司此前公告惠州60GWh+荆门60GWh扩产，本次拟在启东市新建50GWh产能，并与龙净环保设立合资公司（持股80%），在上杭县建设60GWh产能，产能扩张进一步加速。后续看，公司价格传导预计上半年基本落地，中游材料合资公司盈利持续改善，并使用碳酸锂期货套保等方式，进一步对冲原材料波动影响，全年电池单wh利润可维持0.025元。考虑到公司出货高速增长，给予26年30x估值，对应目标价103元/股，维持“买入”评级。

据X网站上的帖子，以色列国防军告知黎巴嫩南部提尔市的居民，在可能对真主党活动进行打击之前，应撤离该地区。 几个小时前，以色列总理本雅明·内塔尼亚胡的办公室表示，黎巴嫩并未被纳入伊朗和美国之间的停火协议。 责任编辑：李肇孚

友邦走勢較其他金融股強？79元防守位置可以吸納？KEN哥教路，兩項策略具體怎樣做？

友邦走勢較其他金融股強？79元防守位置可以吸納？KEN哥教路，兩項策略具體怎樣做？

Tamboran Resources ( TBN ) has announced pricing of a public offering of common stock to raise funds via issuance of 2.96M shares at $35.00 each, with an option for underwriters to buy an additional 443,491 shares within 30 days. The expected gross proceeds are $103.5M, excluding any proceeds from the additional shares. The net proceeds will fund additional drilling in the Pilot Area, resource delineation in the Orion Acreage and Beetaloo Central Development Area, drilling in EP 161, working capital, and other corporate purposes. The offering is set to close on April 9, 2026. RBC Capital Markets and Wells Fargo Securities are the joint book-running managers for this offering. The stock dropped sharply in after-hours trading, falling as low as $38.50 (a ~15% decline) on Tuesday. More on Tamboran Resources Tamboran Resources launches nearly 3M-share public offering Seeking Alpha’s Quant Rating on Tamboran Resources Historical earnings data for Tamboran Resources Financial information for Tamboran Resources

Iran hopes China can be one of the security guarantors of peace in the region, Iranian ambassador to Beijing, Abdolreza Rahmani Fazli, said on Wednesday. “We hope different sides could guarantee that the US would not resume the war, we hope the UN Security Council, big countries like China and Russia, as well as mediating countries like Pakistan and Turkey to work together to guarantee peace in the region,” Fazli told a press conference in the Chinese capital. More to follow …

Hopes for a strong rebound in China’s demand for liquefied natural gas are fading, despite the ceasefire called in the Middle East, as analysts caution over lingering supply risks and higher prices. Chinese LNG imports plunged 11% last year to 68.4 million tons, a rare decline in nearly two decades of almost uninterrupted growth. BloombergNEF expects another drop in 2026 to 62.3 million tons. Rystad Energy predicts a slight rise to 70 million tons. Even before the US and Israeli strikes on Iran shattered the supply chain from the Persian Gulf, Chinese demand for gas was falling as the economy slowed. Apparent consumption declined 0.9% in the first two months of the year, according to government figures, extending the weak run that had persisted through 2025. BNEF’s forecast, which is unchanged from before the ceasefire, assumes shipments will resume from Qatar through the Strait of Hormuz from late April. Rystad’s forecast is also unchanged and assumes a resumption from the middle of the month. But reopening the key waterway won’t make up for the long-term damage caused by Iranian strikes on Qatari facilities. And it won’t quell fears that the strait can be weaponized at any time as a chokepoint for global oil and gas supplies. China, the world’s largest gas importer, took roughly a quarter of its LNG from Qatar, which is now facing a yearslong effort to restore operations. Most pertinently, the destruction of two Qatari LNG trains at the world’s biggest export facility could remove 12.5 million tons of annual capacity over the next three to five years, according to BNEF. Qatar’s Heft Faced with such a shortfall, China is all but certain to limit its exposure to the Persian Gulf. Given Qatar’s heft in the market, that could also mean cutting back on LNG, and leaning more heavily on domestic output and overland gas pipelines from Russia and Central Asia. Substitutes such as coal and renewables, which China has in abundance, are also likely to be favored. China has al...

Conor Benn believes WBC welterweight champion Ryan Garcia is "good for boxing" but says the American is a "liability".

格隆汇4月8日丨美伊达成两周停火协议，亚太股市全线大涨。其中：台湾加权指数收涨4.61%，报34761.38点；日经225指数收涨5.39%，报56308.42点；韩国综合指数收涨6.87%，报5872.34点；澳大利亚标普200指数收涨2.55%，报8951.8点；MSCI亚太指数涨幅扩大至5%，斯里兰卡证券交易所综合指数上涨4.2%，印度SENSEX指数和印度NIFTY指数均涨3.7%。欧洲斯托克50指数期货上涨5.3%，德国DAX指数期货上涨5.2%，富时100指数期货上涨2.9%。