格隆汇4月8日｜香港交易所信息显示，摩根大通在中兴通讯H股的持股比例于04月02日从6.71%降至6.47%。

格隆汇4月8日丨谷歌CEO皮查伊表示，受制于晶圆开工量、内存供应及基础设施建设速度，谷歌即便手握千亿美元级资本支出计划，短期仍难完全落地，他预计2027年将成为AI改变工作方式的重要拐点。谷歌也在推进量子计算、太空数据中心、机器人、无人机配送及等长期技术布局。

格隆汇4月8日｜牛仔裤制造商李维斯(LEVI.US)盘前涨超8%，报21.3美元。消息面上，李维斯公布第一季度业绩，净营收同比增长14%至17.4亿美元，超过分析师预期的16.5亿美元；调整后每股收益为42美分，亦超过分析师预期的37美分。 展望2026财年，李维斯预计净营收将增长5.5%至6.5%，高于此前预测的5%至6%，分析师平均预期为5.7%；预计调整后每股收益将介于1.42至1.48美元，此前预测为1.4至1.46美元。公司首席财务官Harmit Singh表示，该预测尚未将关税降低或退款可能带来的潜在收益考虑在内，而这些因素可能会进一步提高利润率。(格隆汇)

格隆汇4月8日｜香港交易所信息显示，摩根大通在海尔智家H股的持股比例于04月02日从5.85%升至6.06%，购买的平均股价为20.4133港元。

Alistair Berg CME Group ( CME ) Wednesday announced that its international average daily volume reached a record 11.4M contracts in Q1 2026, up 30% over Q1 2025. Reflecting all trading reported outside the United States , this strong performance was driven by a record interest rate ADV of 5.7M contracts, up 30% year-over-year. For the first time ever, quarterly international ADV for interest rates, metals, energy, agricultural products, equity indexes, and FX all reached record levels. "This surge in trading activity demonstrates how our global client base is turning to CME Group to manage risk in real time, through our benchmark products and on a regulated marketplace," said Julie Winkler , senior managing director and chief commercial officer, CME Group ( CME ). In Q1 2026, EMEA ADV hit a record 8.4 million contracts, up 29% from Q1 2025. The region saw ADV records across all asset classes, with metals up 75%, energy up 53%, interest rates up 31%, equity indexes up 17%, agricultural products up 13%, and FX up 1%. More on CME CME Group Inc. (CME) Presents at 47th Annual Raymond James Institutional Investor Conference Prepared Remarks Transcript CME Group's Strength Is Clear, But The Stock Looks Fully Valued CME Group: Quality Shines Through, But It Doesn't Mean To Buy CME plans to launch Avalanche, Sui futures on May 4 Insider trades: Marvell Technology, Taiwan Semiconductor among notable names

飞乐音响公告，股东上海临港经济发展（集团）有限公司持有公司无限售条件流通股1.3亿股，占公司总股本5.20%，计划自2026年5月6日至2026年8月5日通过集中竞价方式减持不超过2507.02万股，减持比例不超过1%。

PashaIgnatov/iStock via Getty Images The iShares Investment Grade Corporate Bond BuyWrite Strategy ETF ( LQDW ) is a derivative income-focused ETF. Every month, LQDW will sell a covered call over LQD, collecting option premium as income. The premium gets distributed to shareholders alongside the coupons of the underlying bonds, which boosts the headline yield above what LQD alone would pay, but also caps any price appreciation in LQDW above that month’s strike price. This ETF is really meant for specific regimes but is marketed as an ETF for all market conditions. The mismatch between what LQDW is and how it is shown to retail investors causes most of the confusion in this fixed income space. Understanding a regime map and where this type of ETF excels is the entire thesis. With correct use, this ETF is a good buy, but in the wrong environment, an investor is systematically selling bond rallies for option premiums that will not compensate for the difference. For this reason, I am initiating LQDW as a buy on Seeking Alpha. For the current rate environment, I believe LQDW is favorable, but I will be somewhat cautious as we head into the end of this year. We are currently in the only rate environment where LQDW’s structure delivers favorably, which is a range-bound rate environment. There is now only one rate cut priced for late 2026, at the earliest, which is down from around 3 heading into 2026. Additionally, due to elevated inflation uncertainty and geopolitical fronts, the Fed is in a deliberate pause at this time. The March 2026 FOMC held the fed funds rate at 3.50%-3.75% , revised core PCE expectations upward to 2.7%, and acknowledged the Iran-U.S.-Israel conflict, citing energy shocks of some size and duration. Additionally, the futures market also implies a 48% chance that there is no rate cut at all in 2026, which is up from 30% (before the conflict continued to escalate). In addition, the CME FedWatch tool also prices one small 25 bps cut likely in late Q3 or...

财联社4月8日讯（编辑 周子意） 埃隆·马斯克起诉OpenAI一案将于本月晚些时候开庭审理，而马斯克正试图借此机会罢免OpenAI首席执行官山姆·奥尔特曼、以及总裁格雷格·布罗克曼在该公司的高管职务。 在马斯克律师团队周二（4月8日）提交的一份法律文件中，其将矛头直指OpenAI的管理层。 文件中表示，“原告将申请法院下达命令，解除奥尔特曼在OpenAI非营利组织董事会中的董事职务，并解除奥尔特曼和布罗克曼在OpenAI营利组织中的职务。在这些人员未能履行或执行慈善机构的公共使命的情况下，解除其职务和董事身份是一种常见的解决方式。” 该文件详细阐述了若法官与陪审团裁定奥尔特曼及OpenAI确有对马斯克存在欺诈行为时，马斯克所寻求的具体救济措施。 此外，据文件所述，马斯克还请求法院强制让OpenAI公司恢复为真正的非营利组织，撤销其近期的营利性重组。 长期纠纷 马斯克于2024年起诉了奥尔特曼和OpenAI公司，声称该公司“刻意操纵”并“欺骗”了自己。 据悉，马斯克十年前曾协助创立了OpenAI，当时他捐赠了3800万美元，而OpenAI公司当时给出的承诺也是会一直保持非营利性质。但后来OpenAI与微软的深度绑定、及其上市计划的种种行为在马斯克看来构成了欺诈和违约。 此后，双方不仅在法律诉讼中针锋相对，在商业竞争方面也展开了公开的激烈争论。 马斯克还曾提出过高达1340亿美元的索赔要求，指控OpenAI和微软通过其早期投入获得了“不当收益”。尽管主审法官曾对这一计算方式表示质疑，但仍裁定该案件的核心主张，即“OpenAI是否违背非营利承诺”应由陪审团审理。 据悉，这场备受瞩目的诉讼定于4月27日在加利福尼亚州奥克兰的联邦法院启动陪审团遴选程序，预计随后将正式开庭审理。 在周二提交相关文件之后，OpenAI在X平台上发布的一则帖子中表示，马斯克“表面上在改变他对于攻击非营利组织‘OpeNai基金会’这一行为的立场。事实是，这起案件的目的始终是埃隆为了实现自己的目标并获取更多资源和财富。” OpenAI还称，“他的诉讼行为不过是一场由自负、嫉妒和想要压制竞争对手的欲望所驱动的骚扰行动罢了。”

格隆汇4月8日｜印度尼西亚雅加达综指收涨4.42%，报7279.21点。

West Texas Intermediate and Brent crude slid following the announcement of a temporary truce between the U.S. and Iran

In this article BABA 728-HK Follow your favorite stocks CREATE FREE ACCOUNT Samuel Boivin | Nurphoto | Getty Images Alibaba and China Telecom are launching a data center in southern China powered by the e-commerce giant's own chips, as the country ramps up its focus on homegrown AI infrastructure. The facility, announced on Tuesday, will feature 10,000 of Alibaba's Zhenwu semiconductors which are designed for AI training and inferencing along with the ability to support AI models the size of hundreds of billions of parameters. These are among some of the largest models out there and underscore how China's biggest tech players are advancing their own AI semiconductor technology as Beijing intensifies its push for self-sufficiency. Over the past few years, the U.S. has looked to restrict China's access to key semiconductor technology, including AI chips from Nvidia , which has accelerated the country's efforts to develop domestic alternatives. watch now VIDEO 3:12 03:12 China's biggest chip names report record revenue — here's what's driving them Europe Early Edition Alibaba, one of China's largest tech firms, has been designing its own chips through its T-head unit . The Hangzhou-headquartered company is also one of China's biggest cloud computing players. It designs chips, builds data centers, and develops its own AI models which it then sells through its cloud computing division. Cloud computing has been among its fastest-growing businesses in recent quarters. There is an increased focus on building large-scale data centers in China with domestic technology. Last month, a computing cluster built with Huawei's advanced Ascend 910C AI chips went online. While U.S. tech giants are expected to spend around $700 billion this year to fuel their AI build-outs, Chinese companies have taken a different approach. They are spending less and have focused their AI on industries they believe will drive revenue growth and return on their investments. China Telecom and Alibaba sai...

杭州高新公告，东杭集团与巨融伟业于2026年4月7日签署《股份质押解除协议》，拟解除其质押的杭州高新126.68万股，占其所持股份33.33%、占公司总股本1.00%。该部分股份原于2025年9月2日质押给巨融伟业，用于担保《股份转让协议》项下业绩承诺义务及差额补偿责任。解除后，东杭集团仍质押253.37万股，占其所持股份66.67%、占公司总股本2.00%，双方将向中证登办理解除质押登记手续。

格隆汇4月8日｜“航运业目前正在等待美国和伊朗提供关于如何安全通过霍尔木兹海峡的技术细节，”波罗的海国际航运公会(Bimco)首席安全与安保官Jakob Larsen表示。他表示，“未经美国和伊朗事先协调就离开波斯湾将带来更高的风险，因此不建议这样做”，并补充道如果这样撤离可能造成航行风险。

Space companies are growing increasingly popular amid the pending SpaceX IPO. *Stock prices used were the afternoon prices of April 5, 2026. The video was published on April 7, 2026. Continue reading

Oil stocks aren't the only ones getting a huge boost from the conflict in Iran. See why helium stocks are also putting up big-time returns.

Taiwanese opposition leader Cheng Li-wun blamed Japanese “imperialist forces” for dividing mainland China and Taiwan, as she paid tribute to Chinese revolutionary Sun Yat-sen at his mausoleum in Nanjing on Wednesday. In a speech delivered after the Kuomintang (KMT) chairwoman laid a floral wreath before a statue of the founder of modern China, Cheng said Taiwan became a Japanese colony at a time of national weakness, following the 1895 defeat of China in the first Sino-Japanese war. She said...

中电万维信息技术有限责任公司原党委书记、总经理蒋哲峰涉嫌严重违纪违法，目前正接受中国电信甘肃公司纪委纪律审查和甘肃省嘉峪关市监察委员会监察调查。（甘肃纪委监委）

Source: Bloomberg, 4:28

Swiss banks to test possible uses for Swiss franc stablecoin Reuters

India set to get first Iranian oil cargo in 7 years, tracking data shows Reuters

The knock on Microsoft (NASDAQ: MSFT) stock in 2026 is self-explanatory: Capital expenditures (capex) are ballooning, Azure growth is moving a half-step slower than Wall Street demands, and an uncomfortable portion of the cloud backlog is tied to a single unprofitable partner, OpenAI. The stock has shed roughly a third of its value from all-time highs -- its worst drawdown since 2008 . On the surface, the panic seems fair. But smart investors are looking at things beyond rising infrastructure costs and quarterly cloud growth. Let's explore some themes that deserve closer inspection at Microsoft to help determine whether this sell-off is warranted or a once-in-a-decade opportunity to buy the dip. Continue reading

Former Gloucester flanker John Gadd says it is "surreal" to be given England cap 44 years after he played for his country.

香港律師會在中環的新會址啟用，會長湯文龍表示，下周將展開四日訪京行程，將與內地部委、機構探討深化兩地法治協作。 香港律師會位於中環中心新會址正式啟用，律政司司長林定國、基本法委員會前副主任梁愛詩等出席開幕禮。 行政長官李家超以視像致辭，指期望香港法律界專業人士把握國家發展帶來的機遇，主動對接「十五五」規劃，鞏固香港在國際法律及爭議解決服務的地位。 行政長官李家超說：「我鼓勵法律專業人員，繼續努力向世界展現香港所長，包括國際化高標準，以及高度可信賴的法律及爭議解決服務。」 律政司司長林定國說：「現在對於更強大、團結和具前瞻性的專業機構需求，比任何時候都要大，在此背景下，律師會新會址的成立是及時和具標誌性，繼續培育年輕法律人才、激發創新想法。」 律師會會長湯文龍透露，下周一連四日公務訪問北京，將拜訪國家多個部委。 律師會會長湯文龍說：「一定會拜訪中央港澳辦公室，期間會就不同法律議題，向中央領導如實反映情況。(與部委機構)探討法律專業在支援國家發展，以及深化內地和香港法治協作方面，繼續發揮重要角色和不同機遇。」 政府早前修訂《香港國安法》實施細則，湯文龍指，律師會的專業委員會已細閱相關條文，不認為對市民的人身自由造成影響，亦不會直接影響法律專業保密權。 另外，去年大埔宏福苑火災後，律師會為受影響居民提供初步免費法律諮詢服務，至今處理約600宗個案，涉及保險、索償等範疇，會將居民感謝信在新會址展出。

大健康产业将从医院中心走向多场景协同，从标准化诊治走向个体化服务，从人机分工走向人机协同。 生命科学与人工智能的加速融合，正在深刻改变大健康产业的技术体系和服务模式。 4月8日，2026年（第八届）世界大健康博览会（下称“健博会”）在武汉开幕，吸引泰康、联影、阿斯利康、中国生物、九州通、奥美等316家国内外企业参展。多位医药集团负责人表示，大健康产业正在全面拥抱人工智能，AI、大数据、大模型等新技术不仅是企业提质增效的利器，更将构建大健康产业的新范式。 中国工程院院士、武汉大学集成电路学院院长、武汉大学工业科学研究院执行院长刘胜在开幕式上表示，当前，机器人、人工智能与集成电路技术的协同发展，使医疗逐步从经验驱动走向数字驱动、智能决策，大健康产业正处在一个由技术突破带动体系重构的重要阶段。未来，大健康产业将从医院中心走向多场景协同，从标准化诊治走向个体化服务，从人机分工走向人机协同。 “九州通正积极拥抱人工智能技术，探索数智化转型。”九州通医药集团董事长刘长云表示，集团以“十大数智化平台”为载体，实现采购、销售、仓储、物流等业务流程的数智化升级。比如药九九医药电商平台（B2B）就是直面传统医药流通领域多级分销、信息孤岛与效率瓶颈等痛点，通过构建采购、营销、物流的数智化中枢生态，运用大模型算法与智能机器人，优化订单调度，提高物流运营效率，从根本上提升医药供应链的透明度与响应效率。 修正医药集团总裁修远表示，中医药的发展需要行业携手共建新质生产力基础设施，修正建议政产学研医协同发力，一方面建设中医药产业协同创新平台，整合临床数据、古籍文献等资源，向合规企业开放。另一方面，制定“中医药+数字化”融合标准体系，引导产业规范化、高水平融合发展。修正年均投入超10亿元，与清华大学等合作开展药理学和经方二次开发，推动企业从单一制药向健康平台转型。 脑机接口作为连接集成电路、人工智能、神经科学与临床医学的交叉创新领域，正在从单一电信号获取向脑内生化指标检测、局部精准递送等方向拓展。本届健博会上，多款脑机接口新品集中亮相。 成都前沿类脑带来的孤独症诊疗“黑科技”——无线干电极脑功能评估与疾病辅助诊断系统，是国内首家获得NMPA批准用于临床评估和科研的无线干电极脑电采集分析系统，具备准备时间短、信号质量高、无线便携的优势，可通过深度网络诊断模型，为孤独症诊疗提供精准支撑，助力改善语言、社...

正邦科技公告，公司2026年3月销售生猪93.64万头，环比上升23.66%，同比上升49.69%；销售收入7.18亿元，环比上升29.64%，同比上升4.23%。商品猪（扣除仔猪后）销售均价10.38元/公斤，较上月下降10.22%。2026年1-3月，公司累计销售生猪262.13万头，同比上升59.08%；累计销售收入20.88亿元，同比上升13.87%。

Booking Holdings美股盘前涨超5%，现报182.21美元。

Tourists visit the Confucius Temple in Nanjing on April 6, 2026. Photo: VCG China’s domestic tourism during the Tomb-Sweeping Day holiday saw steady growth as an extended break for students fueled a surge in family trips and long-distance travel. During the three-day holiday from April 4 to April 6, domestic tourist trips rose 6.8% year-on-year to 135 million, while total tourism spending increased 6.6% to 61.4 billion yuan ($9 billion), according to data from the Ministry of Culture and Tourism.

南向资金净卖出215.74亿港元 4月8日，港股三大指数集体大涨。 恒生科技指数大涨5.22%表现最强，恒生指数、国企指数分别上涨3.09%及2.61%。 值得注意的是，大市上涨，南下资金却反向净卖出港股超200亿港元。 盘面上， 权重科技股集体上涨， 美团涨超10%， 阿里巴巴、小米涨超6%； iPhone据悉仍将按计划于9月首次亮相，苹果概念股全天强势； 巨头纷纷扫货DRAM！半导体、芯片股表现强势， 天数智芯涨超33%； 黄金股活跃， 中国黄金国际、潼关黄金涨超10%； 航空股集体上涨， 中国东方航空股份涨超8%。此外，券商股、保险股、光通信、有色金属股、商业航天、机器人概念股、风电股等上涨。 另一方面， 地缘政治缓和，能源风险溢价降温， 煤炭股集体下行， 兖煤澳大利亚跌超8%； 石油股低迷， 中国海洋石油、 中国石油股份下挫；创新药概念、生物医药、内银股、农产品等板块低迷。 具体来看： 权重科技股集体上涨 ， 美团涨超10%， 阿里巴巴、小米涨超6%，快手、腾讯控股、京东、百度、网易皆有涨幅。 苹果概念股强势， 蓝思科技、 伟仕佳杰、丘钛科技涨超10%，高伟电子、瑞声科技、比亚迪电子、富智康集团、舜宇光学科技等跟涨。 消息面上，据知情人士透露，苹果公司首款可折叠手机仍有望在今年晚些时候，即其常规的iPhone发布周期内上市，这消除了有关重大生产问题的担忧。Counterpoint Research预测，2026年全球折叠屏出货量将增长20%，而苹果当年有望拿下28%的市场份额，这将带动整个产业链进入高速发展阶段。 芯片股走强， 天数智芯涨超33%， 华虹半导体、澜起科技、傅里叶、上海复旦、爱芯元智、壁仞科技等跟涨。 消息面上，三星电子一季度营业利润预计达到57.2万亿韩元，同比暴增755%，远超市场此前预期的40.6万亿韩元。据韩媒ETNews，三星电子将在第二季度供应的DRAM价格较第一季度上涨约30%，在上月底与主要客户进行价格谈判后已经签订了供应合同。 黄金股活跃， 中国黄金国际、潼关黄金涨超10%，灵宝黄金、赤峰黄金、山东黄金、紫金黄金国际、招金矿业等跟涨。 消息面上，美国总统特朗普7日表示，同意在两周内暂停对伊朗的轰炸和袭击。黄金、白银价格拉升，截至发稿，COMEX白银涨幅超6%报76.85美元/盎司，现货白银也同步涨超5%； COMEX黄金涨超3...

Magdalena Wygralak GSK plc ( GSK ) Wednesday said that China has approved its drug Exdensur (depemokimab) as an additional treatment for adults with chronic sinus inflammation and nasal polyps who haven’t found relief from standard steroid treatments or surgery. The stock was up 1.3% in London. This comes after China recently approved Exdensur for severe asthma in adults and teens aged 12 and older, further expanding GSK’s ( GSK ) presence in respiratory care in the Chinese market. The approval is based on ANCHOR trials showing clinically meaningful and statistically significant improvements in nasal polyp size and nasal obstruction. More on GSK GSK: Chinese Expansion And Fine Financials GSK plc (GSK) Presents at Goldman Sachs 9th Annual Biopharma Innovation Summit Transcript GSK Expanding Fast - Oncology, HIV, And Smart Acquisitions UK reaches agreement with US for British drugs to be tariff free Former CDC advisor says White House pulling back on vaccine policy