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

湘佳股份公告,公司2026年3月份销售活禽425.52万只，销售收入9073.12万元，销售均价9.74元/公斤，环比变动分别为44.89%、34.72%、-7.28%，同比变动分别为12.65%、26.62%、3.82%。

BYD has been added to Brazil's "dirty list" for alleged labour violations linked to a factory construction project. The listing exposes BYD to reputational and operational scrutiny in one of its important international markets. The development may influence how lenders, partners, and ESG focused investors assess the company. BYD (SEHK:1211), trading at HK$103.9, is facing fresh attention after being linked to alleged labour issues in Brazil. The company has delivered a 44.4% return over 3...

格隆汇4月8日｜北京时间周四凌晨2点，美联储将公布3月货币政策会议纪要。这份在中东冲突发酵、市场环境日趋复杂的背景下形成的文件，将揭示美联储官员如何评估供给冲击与通胀压力，以及他们对风险平衡的判断框架，敬请留意。

今日伴随油价大跌，美股期货走高，亚太主要股指收盘集体收涨。 据央视新闻消息，伊朗最高国家安全委员会当地时间4月8日凌晨发表声明称，根据最高领袖的建议和最高国家安全委员会批准，接受巴基斯坦提出的停火提议。 另据新华社消息，美国总统特朗普4月7日在社交媒体平台发文称：“我同意暂停对伊朗的轰炸和袭击行动，为期两周。” 受此消息提振，黄金价格8日触及三周新高， 国际油价跌破100美元/桶，全球股市集体反弹。 黄金触及三周新高 由于此次停火 中 ，伊朗同意霍尔木兹海峡暂时重新开放两周，周三亚洲交易时段，油价暴跌至100美元/桶以下，美元走软，提振了金价。黄金现货交易价格一度上涨超过3%，突破4850美元/盎司的重要关口，延续了前一交易日1.2%的涨幅，触及3月19日以来的三周最高水平。白银价格也上涨4.7%，至76.44美元/盎司。铂金和钯金价格也均出现同步上涨，铂金上涨2.5%至2030.60美元/盎司。 Pepperstone策略师阿西里（Ahmad Assiri）称，“ 黄金价格突破4800美元反映的是风险情绪的短期重新调整，而非彻底的交易机制更迭。金价上涨表明，市场目前对长期动荡可能性的预期降低，但与伊朗冲突前的市场格局相比，黄金价格仍存在显著折价。” 这场冲突已持续六周，推高了能源价格，并加剧了通胀风险，使得全球央行更有可能推迟降息甚至加息。债券交易员预计美联储将在今年剩余时间内维持借贷成本不变，而这将对不产生收益的黄金构成不利影响。自2月底冲突爆发以来，黄金价格已下跌近10%。近几日，受停火预期以及美联储不会加息的预期所推动，金价温和反弹。 “短期内，黄金价格仍然高度依赖于政治局势的发展。”阿西里称，“目前的停火协议提供了一个喘息之机，但它是有条件的，而且十分脆弱。任何停火协议破裂的迹象，尤其是在霍尔木兹海峡附近，都可能重新引发市场波动和下行风险。” 瑞士百达财富管理高级投资经理巴德瓦利（Alejandro Bondavalli）对第一财经记者表示，在2025年创下破纪录的65%的收益率后，今年以来，黄金市场一直面临巨大压力。金价在2026年3月下旬单周内下跌了近11%。这一跌幅超过了2008年金融危机、互联网泡沫破裂以及疫情期间的任何单周跌幅。上一次类似的单周跌幅还在1983年。当时，为了遏制通胀，美联储开启了激进的加息周期。 “黄金近期的显著回调，主要受三大周...

山东黄金公告，控股股东山东黄金集团及一致行动人2025年4月9日至2026年4月8日实施的5亿元至10亿元增持计划已完成，期间通过上交所集中竞价累计增持公司股份1354.51万股，占公司总股本0.2938%，使用资金5.1亿元；增持后其合计持股19.81亿股，持股比例42.9760%。

格隆汇4月8日丨据互联网联合辟谣平台消息，近日，有网络信息关注深圳新建医院运营情况，称“深圳超大医院遇冷，八万床位空置”，引发关注。经核查，该信息纯属谣言，严重失实。据深圳市卫生健康委，深圳市近年来新增医疗床位正按计划逐步开放，目前全市公立医院总体运行效率处于合理区间，全市公立医院总体运行效率处于合理水平，不存在医疗资源闲置情况。

当地时间8日，以色列国防军称将继续在黎巴嫩首都贝鲁特南部郊区展开军事打击行动，要求当地居民尽快撤离。以军当日通过社交媒体发布撤离警告，表示将针对贝鲁特南部郊区的黎巴嫩真主党军事基础设施继续推进军事行动，要求该区域7个街区的居民立即撤离。（央视新闻）

Nigeria’s NNPC ships first cargo of new Cawthorne crude Reuters

bo feng/iStock via Getty Images CVS Health Overview CVS Health's stock ( CVS ) was in turmoil upon my last check following the CMS's "flat" proposal change for 2027. In January, the CMS issued an Advance Notice that proposed a near-flat 0.09% net average Medicare Advantage, or MA, payment increase for 2027. Given rising medical costs/claims, this was a disastrous proposal for MA-associated companies. Fortunately for CVS, as you can see for yourself when driving past some street corners, its business is diversified (i.e., its high-margin Pharmacy & Consumer Wellness segments), its stock isn't "expensive," and CVS's dividend yield offers solace for income-focused investors. Things have since brightened after it was announced that the Trump administration "will increase average MA payments by 2.48%, or more than $13B, in 2027." Below, I revisit CVS (in spirit) to see how the payment change impacts its business. Recent Developments The 2.48% is "bittersweet" because it still falls below the 5.06% finalized for 2026. But, as my mother used to tell me as a child, "It's better than nothing!" Before I go any further, it's important to contextualize CVS's dependence on Medicare-related businesses (via its Aetna/Health Care Benefits segment). CVS generated $402.1B in total enterprise revenue last year (up 7.8% YoY). Government premiums (predominantly from MA + Part D) made up $103.4B of that, or ~26% of total company revenue. This also represents 72% of CVS's Health Care Benefits segment ($143.4B total revenue). So, while this is, for sure, a material amount, it is a moderate exposure compared to "pure-play" MA insurers. All together, CVS's Health Care Benefits segment generated $2.9B in adjusted operating income in 2025. So, how exactly do rate changes impact the full causal chain? Author Estimates The table above assumes stable membership, a rate applied to the full government block, and flat medical costs. The CMS payment rate is added directly to the denominator (premium ...

司太立公告，公司拟使用3500万元自有资金增资浙江健立化学有限公司，取得健立化学增资后3.4483%的股权。关联方香港贝霖集团有限公司、胡健及其他两名独立投资者拟以自有资金分别取得健立化学增资后1.9704%、0.9852%、5.9113%、3.9409%的股权。本轮增资完成后，公司将合计持有健立化学19.5271%的股权。

中国武夷发布业绩快报，2025年度实现营业总收入71.26亿元，同比增长4.97%；净利润亏损4.51亿元，上年同期净利润为2503.18万元。报告期内，公司核心业务结构保持稳定，涵盖国际工程承包、房地产开发、商业贸易及物业服务四大板块。面对复杂严峻的宏观环境和深刻变化的行业周期，公司持续深化改革、优化业务结构、强化精益管理、完善长效机制。