WASHINGTON, DC - APRIL 06: U.S. President Donald Trump speaks alongside Central Intelligence Agency Director John Ratcliffe (L) and U.S. Secretary of War Pete Hegseth (R) during a news conference in James S. Brady Press Briefing Room of the White House on April 06, 2026 in Washington, DC. Alex Wong | Getty Images News | Getty Images A temporary U.S.-Iran ceasefire sparked a broad relief rally across assets on Wednesday, but experts warned that any deal concerning lasting peace will be complicated by a major trust deficit. The ceasefire came following hastened diplomatic efforts led by Pakistan and just hours before Trump's threatened deadline for wiping out the entire Iranian civilization, briefly pulling the region back from the brink of a massive military bombardment. Oil prices cooled to below $100 per barrel following the ceasefire announcement, but remain far above the pre-war levels of around $70 per barrel. While U.S. President Donald Trump said the two-week ceasefire was contingent on the "complete, immediate, and safe opening" of the Strait of Hormuz, Iranian officials stated that safe passage through the strait would be "possible," subject to coordination with its armed forces and "technical limitations" — caveats that may give Iran some room to define compliance on its own terms. "This is a problem that could derail the ceasefire later this year," said Matt Gertken, chief geopolitical strategist at BCA Research, warning that the coordination requirement remains a risky ambiguity in both sides' statements so far. Trump may temporarily accept Iran as a gatekeeper — with U.S. midterm elections approaching and gasoline prices sharply higher than before the war — but after the election, the U.S. national security establishment will start to demand a more permanent solution," said Gertken. "Fighting will ignite later this year, if not later this month." A protester waves an Iranian flag and shouts slogans during a demonstration against US military action in Ira...

Key PointsBitcoin, the world's largest cryptocurrency, has outperformed every other major asset since it was launched in 2009.

三星电子迎来史上最强单季财报表现。 据三星电子发布的2026年第一季度业绩预告数据显示：当季三星电子实现营收同比增长68%至133万亿韩元（约合人民币6070.72亿元）;当季合并营业利润约为57.2万亿韩元（约合人民币人民币2610.87亿元），同比增长755%。 这一盈利数据不仅刷新了三星电子单季盈利纪录，更是一举超越其2025年全年43.6万亿韩元的营业利润总和。 在业界对高性能存储芯片强劲需求不减，三星炸裂财报双重助推下，业内对三星电子2026年年度营业利润预期更是乐观——花旗甚至表示三星电子今年的年度利润可能会接近310万亿韩元（约2060亿美元），而这也意味着业绩如此炸裂的一季度，可能是三星电子今年表现最弱的一个季度。 强悍的营收表现与炸裂的盈利数据，也让市场对此欢欣鼓舞，当日三星电子股价一度大涨4.6%，并带动SK海力士等厂商同步上涨。 史诗级业绩的背后是三星逆周期操作与技术领先的双重共振 从现实来说，三星电子一季度取得的这一史诗级业绩，核心驱动力来自半导体（DS）部门，尤其是存储芯片业务的强劲表现——三星电子作为全球第一大存储芯片供应商，自然也成为了本轮存储超级周期的最大赢家。 众所周知，全球人工智能大模型与数据中心建设的全面爆发导致的厂商对HBM（高带宽内存）、服务器DRAM需求持续飙升直接带动了本轮存储周期爆发。 而三星电子能成为本轮超级周期最佳赢家，核心则在于三星电子在存储芯片市场的逆周期操作和技术领先的双重共振。 事实上，在此轮存储需求爆发之前，存储芯片市场经历的是一轮下行周期，当时三星存储芯片部门遭遇严重的盈利危机，在微博大V冰宇宙绘制的这张三星电子历年季度财报盈利图中，我们可以清晰看到三星电子在2023年一季度、二季度，其盈利表现甚至是徘徊在亏损边缘。 但在当时面对需求下行时，三星电子没有在此刻利用规模优势进行低价抢占市场挤压对手，而是开启了“减产保价应对行业下行周期，同时维持中长期投资战略以巩固技术领先地位”的逆周期操作，开始削减传统DRAM（如 DDR4）和NAND Flash等低利润产品产能，转而将先进产能和技术资源投向高利润的HBM（高带宽存储器）、DDR5等产品。 与此同时，三星电子所具备的领先技术优势与产品的高良率表现，也为其市场竞争构筑起了绝对优势。 从公开报道来看：三星早在2020年就实现了利用极紫外光（EUV）技术量产D...

航运巨头马士基周三表示，欢迎停火声明以及有关霍尔木兹海峡或可恢复商业通航的表态。公司称正紧急获取更多信息，目前暂未做出具体航线调整。 马士基在声明中称：“停火或许会带来通航机会，但尚未形成完全可靠的海上安全保障，我们需要厘清所有附带的潜在条件。” 责任编辑：郭明煜

Nvidia (NVDA) Stock Jumps 3% on U.S.-Iran Cease-Fire Deal CoinCentral

Global banks scale back China rate-cut calls, see policy rate on hold this year Reuters

The two-week cease-fire agreed between the U.S. and Iran has left investors less worried that major central banks will raise borrowing costs this year.

Source: Bloomberg, 0:00

Jubail is Saudi Arabia’s largest industrial city. Photo: VCG China Shares of Chinese chemical manufacturers surged on Tuesday after a missile attack targeted Jubail, Saudi Arabia’s largest industrial city, threatening a key hub for global petrochemical production and driving international buyers to seek alternative suppliers. Several Shanghai- and Shenzhen-listed chemical companies, including Guizhou Chitianhua Co. Ltd. (600227.SH), Sichuan Lutianhua Co. Ltd. (000912.SZ), Hebei Jinniu Chemical Industry Co. Ltd. (600722.SH), and Shaanxi Xinghua Chemistry Co. Ltd. (002109.SZ), hit their 10% daily trading limits. Nantong Jiangtian Chemical Co. Ltd. (300927.SZ) jumped 20%.

阿里巴巴集团CEO吴泳铭发布内部信，宣布AI相关组织调整，包括新设立集团技术委员会，升级通义大模型事业部，加速AI建设。 根据内部信，阿里巴巴在集团层面设立技术委员会，由吴泳铭担任组长，成员包括周靖人、吴泽明、李飞飞。其中，周靖人担任技术委员会首席AI架构师，李飞飞负责阿里云技术以及AI云基础设施建设，吴泽明负责集团业务技术平台以及AI推理平台建设。 阿里还将通义实验室升级为通义大模型事业部，由周靖人负责；李飞飞出任阿里云CTO；吴泽明专注阿里巴巴集团CTO工作，淘宝闪购CEO职务由雷雁群接任。（界面）

格隆汇4月8日｜晶科能源(JKS.US)美股盘前涨4.36%报24.88美元。消息上，近日，晶科能源与荷兰客户正式签署39.15MW地面电站供货协议，项目将全部采用Tiger Neo 3.0（飞虎3）TOPCon组件。这是晶科能源近期在欧洲市场签下的又一大单。就在不到两周前（3月底），公司刚与荷兰本土核心分销商签署了10.25MW的飞虎3组件供货协议，用于当地户用及工商业分布式市场。而此次39.15MW的地面电站项目，进一步巩固了晶科能源在欧洲市场的领先地位。海外市场爆发（尤其是欧洲）为其提供了强劲的需求侧支撑，而AIDC方案的发布则拓展了其在中长期算力基建赛道中的想象空间。

桂冠电力公告，截至2026年3月31日，公司一季度累计完成发电量111.03亿千瓦时，同比增长49.05%。其中，水电99.52亿千瓦时，同比增长57.59%；火电1.76亿千瓦时，同比下降40.54%；风电6.38亿千瓦时，同比增长15.79%；光伏3.37亿千瓦时，同比增长17.42%。

格隆汇4月8日｜中油资本(000617.SZ)今日跌停，换手率5.68%，成交额75.88亿元。龙虎榜数据显示，开源证券铜川正阳路证券营业部位列买一席位，净买入4.23亿元；游资“量化打板”位列卖一席位，净卖出2.88亿元；“方新侠”位列卖四席位，净卖出1.17亿元；“宁波桑田路”位列卖五席位，净卖出5237万元。上榜席位全天买入7.77亿元，卖出9.31亿元，合计净卖出1.54亿元。(格隆汇)

格隆汇4月8日｜加拿大皇家银行资本市场分析师Anthony Codling和Oliver Dyson在一份报告中表示，尽管伊朗停火带来一些缓解，但英国房地产开发商仍面临困境，因为能源和燃料成本、抵押贷款利率以及生活成本的上涨正在冲击市场。然而，分析师指出，如果伊朗停火声明能带来持久和平，利率可能开始下降，从而有助于提高购房负担能力和购房者信心。今天（房地产）股票可能会上涨，但伊朗局势和平本身并不能解决英国房地产市场面临的问题。

以色列反对党领袖亚伊尔・拉皮德在周三的社交媒体上发文，明显是在针对此次停火协议，指责总理本雅明・内塔尼亚胡酿成了 “一场外交灾难”，并称其未能实现这场战争的目标。 拉皮德表示： “内塔尼亚胡因傲慢、失职以及缺乏战略规划所造成的外交与战略损害，我们需要数年时间才能修复。” 责任编辑：郭明煜

Some of the world’s largest investment firms are buying bonds and artificial-intelligence stocks while selling the dollar, betting that war-driven uncertainty has passed its peak following the US-Iran ceasefire. Kellie Wood at Schroders Plc spent much of her Wednesday morning snapping up short-dated bonds including Treasuries, a move that Jupiter Asset Management Ltd. is also weighing, alongside plans to sell dollars. Franklin Templeton’s Andrew Canobi forecasts a rally in the 10-year Treasuries. Allspring Global Investments is wading into tech and defense stocks that are insulated from energy shocks. The actions point to tentative confidence that the worst of the selloff triggered by the war in Iran six weeks ago may be over. Falling oil prices after the ceasefire announcements have revived bets that the Federal Reserve will refocus on interest-rate cuts. Hopes that a gradual return in crude supplies have boosted equities, sending a gauge of Asia Pacific shares climbing to the highest level since early March. “I’ve been tied up buying bonds all morning,” said Wood, a money manager at Schroders, which oversees over $1 trillion in assets. She has added positions in markets that have underperformed the most during the crisis, including the European Union and the United Kingdom. She’s also buying short-dated Treasuries. Treasuries rallied on the news, with the benchmark two-year bond yield dropping as much as eight basis points. The 10-year yield fell five basis points to 4.23%. Meanwhile, major currencies all rallied against the dollar, which had been a haven asset during the war. Gold also rose. Franklin Templeton also sees value in some Treasuries, adding that markets are likely to claw back much of the March dip that were driven by inflation fears. “US 10-year yields could take a look at the low 4%,” according to director of fixed income Canobi . Still, many traders remain uneasy about the two-week ceasefire, with few details on its terms, leaving them unsure wheth...

超威半导体美股盘前涨超5%，现报232.662美元。

城市更新要与长期价值创造结合，资本才能展现出更强的耐心与定力。 中国的城市更新蕴含着万亿级的投资蓝海与产业机遇。当前，各地城市更新重点项目加速推进，也引发了产业链的连锁反应，成为国内外企业聚焦的中国机遇。 然而，面对成本高、回收周期长等现实矛盾，万亿蓝海之下的投资逻辑与价值重估，则是决策者与投资者需要共同面对的命题。 城市更新的中国机遇与优势 “十五五”规划纲要明确提出“高质量推进城市更新”。未来五年，我国城市更新将从单一功能的改造，转向民生改善、文化传承、生态优化、产业激活等多维协同、全面升级的新阶段，更新的量化目标包括50万套（间）危旧房、11.5万个老旧小区、1500个老旧街区和厂区以及77万公里管网等。 根据央视报道，未来5年我国城市更新至少可以完成投资15万亿元，其中仅地下管网更新就可以拉动投资约5万亿元，再加上老旧小区和城中村改造、历史文化街区保护利用以及完整社区建设等，发展空间广阔，增长动能强劲。 奥雅纳集团首席执行官霍卓榕（Jerome Frost）今年已两次到访中国。曾主导全球多个城市更新项目的他，关注中英两国市场和企业间的合作机遇，也以北京市市长国际企业家顾问的身份与中国的城市管理者进行交流。 霍卓榕对第一财经表示，城市更新正在成为一个把中英专业服务优势“串成一条价值链”的新赛道。英国在建筑改造的政策设计、市场化机制建设、资产优化配置以及跨专业协同等方面，已形成较为成熟的体系与方法，而中国具备大规模落地的组织动员能力、完整强韧的产业体系，以及快速演进的城市发展议程。两者优势互补，将孕育出一系列商业机遇——从片区级统筹更新、既有建筑低碳改造，到城市韧性规划、数字化运营管理，再到支撑规模化推广的投融资模式创新。 在近期举行的第十七届北京市市长国际企业家顾问会议上，霍卓榕提出了以城市更新为驱动加快建筑领域脱碳的相关建议。他解释说，这一建议基于现实的判断：如果把低碳改造视为孤立的环保开支，在财务上可能难以为继。但如果以“Total Design”（一体设计）的理念来应对，则可发掘出不同的解决方案。因此，建议把“低碳改造”纳入城市更新和资产全生命周期管理的框架中，并通过金融工具和制度创新，把“减碳收益”转化为可识别、可定价、可投资的长期现金流。 霍卓榕认为，中国在新能源技术和产业配套上的优势，完全可以、也应该转化为城市更新中的成本竞争力，“关键不是单一技术...

格隆汇4月8日｜南非五年期信用违约掉期较前一交易日下跌23个基点，降至近一个月低点161个基点。

LevelJump Healthcare ( JMPHF ) announced a plan to conduct a non-brokered private placement for up to 15M common shares at a price of $0.05 per share, aiming for gross proceeds of up to $750K. The securities will have a hold period of four months plus one day after issuance. Insiders can participate in the offering, with details to be shared later. The completion date is expected around April 16, 2026. The net proceeds will be used for general working capital. Additionally, the company may pay finder's fees of up to 7% in cash and 7% in finders' warrants to eligible finders, as allowed by Exchange policies. More on Leveljump Healthcare Financial information for Leveljump Healthcare

4月8日下午消息，新浪科技独家获悉，阿里巴巴集团CEO吴泳铭发布内部信，宣布AI相关组织调整，包括新设立集团技术委员会，升级通义大模型事业部，加速AI建设。 根据内部信，阿里巴巴在集团层面设立技术委员会，由吴泳铭担任组长，成员包括周靖人、吴泽明、李飞飞。其中，周靖人担任技术委员会首席AI架构师，李飞飞负责阿里云技术以及AI云基础设施建设，吴泽明负责集团业务技术平台以及AI推理平台建设。 围绕加速AI建设的整体目标，阿里还将通义实验室升级为通义大模型事业部，由周靖人负责；李飞飞出任阿里云CTO；吴泽明专注阿里巴巴集团CTO工作，淘宝闪购CEO职务由雷雁群接任。 2026年是阿里AI加速发展的关键一年。从成立以“创造Token、输送Token、应用Token”为核心目标的ATH事业群，到最新模型Qwen 3.6 Plus问鼎OpenRouter全球大模型周调用量冠军，近期阿里在AI领域的新动作不断。本次调整意味着聚合优势力量和资源，投入最关键战场，表明阿里已进入AI全面加速期。(新浪科技)