格隆汇4月9日｜白宫新闻秘书莱维特：伊朗曾提出并最终同意了停火建议。

↗️ Levi Strauss (LEVI): Shares jumped 12% after the apparel maker said its turnaround is working, and upgraded its guidance. 🔎 Blue Owl (OWL): One of its biggest private-credit funds was downgraded by ratings company Moody's because of investors asking to pull out a big share of their money.

格隆汇4月9日｜美联储戴利：美国经济基本面处于良好状态。

Richard Drury/DigitalVision via Getty Images The iShares Core Dividend Growth ETF ( DGRO ) seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends. DGRO is the cleanest expression of the U.S. dividend growth segment available in an ETF wrapper with 403 names, an 8 bp expense ratio, and a Morningstar Gold Medalist rating. I am initiating DGRO on Seeking Alpha as a Buy . The fund is attractive on quality and construction, but room for multiple expansion is compressed without meaningful rate cuts or a sustained value factor rally, and I do not view either of these within the base case. What pushes this from a price-sensitive Hold to a Buy is the portfolio's allocated overweight to financials, which I view as the strongest sector in the market right now. I am willing to pay a higher multiple to access quality dividend growth with that sector tilt baked in. DGRO tracks the Morningstar US Dividend Growth Index , a rules based subset of the broader Morningstar US Market Index. There are three features that make it different from its competitors and affect its tradability. First, there is a five year consecutive dividend growth requirement, which is looser than the Vanguard Dividend Appreciation Index Fund ETF ( VIG ) with a ten year screen, which allows DGRO to pick up faster growing dividend yielding companies faster. Second, the payout ratio is capped at 75%, which is essentially a sustainability filter that screens out late stage compounding companies whose dividend growth is funded by stretching the balance sheet versus FCF expanding. Lastly, DGRO participates in dividend-dollar weighting with 3% per name cap. DGRO does not do market cap weighting. This is defensive, but not super defensive. This is a choice that makes DGRO behave like a value sleeve versus pure growth sleeve, and is the reason Exxon Mobil Corporation ( XOM ) sits at the top of the book at 3.34% instead of something like Apple Inc. ( ...

海湾国家正寻求就美伊停火协议获得明确信息，该地区的袭击事件仍在继续。 因讨论内部磋商而不愿具名的海湾国家官员表示，该协议缓解了对冲突广泛升级的担忧，但接下来的走向仍不明朗，停火协议能否维持，甚至是否完全得到适用，都存在疑问。他们表示，冲突的根本原因仍未得到解决。 在停火协议宣布后的几个小时内，沙特阿拉伯称拦截了九枚导弹，这凸显出协议与实际情况之间的差距。阿联酋、科威特和巴林也在停火协议宣布后报告称拦截了伊朗的发射物。 到海湾时间傍晚时分，在以色列加大对黎巴嫩的入侵力度后，伊朗表示已阻止试图通过霍尔木兹海峡的船只，而开放霍尔木兹海峡是停火协议的关键条件。 一些海湾国家在停火宣布后发表声明，公开表示赞赏。但相关评估凸显出美国在该地区关键盟友所面临的不确定性。这些国家驻有美军，并向军事行动开放领空和基地，目前正权衡停火能否维持足够长时间，以恢复霍尔木兹海峡的贸易与能源正常运输。 “至少避免了最糟糕的情况。如果特朗普真的打击基础设施，那将是一个影响深远的重大举措，”与沙特王室关系密切的沙特作家兼评论员Ali Shihabi表示，“海湾地区原本会首当其冲。” 周三，海湾各国官员仍在解读这项协议。一位知情人士表示，伊朗今晚可能不得不进入“防守”状态。 其他人则持更为乐观的态度，一位高级官员表示，未来几天袭击事件的频率可能会降低，另一位官员则认为双方都需要停火，而且停火很可能会持续下去。 “至少我们有两周的停火期——我们原本预期的情况恰恰相反，我们以为会经历地狱般的磨难，”驻迪拜的学者和评论员Abdulkhaleq Abdulla表示。 海湾各国外交部在官方声明中强调了霍尔木兹海峡航行不受限制的必要性，科威特呼吁立即停止袭击，卡塔尔则称该协议是缓和局势的第一步，必须在此基础上继续努力，以避免紧张局势再次升级。 该地区各国都希望结束这场持续近六周、扰乱全球市场并限制能源供应的冲突，但他们认为停火只是一项战术性举措，可能会给伊朗更多回旋余地。官员表示，一些人还认为此举旨在缓解能源价格，并为美国争取时间。 官员表示，海湾国家绝不会接受霍尔木兹岛被伊朗挟持，也不会接受德黑兰征收“过路费”。 一些官员还表示，美国最近的军事行动损害了他们的安全。 一位了解巴林政府想法的人士表示，该政府对特朗普政府日益失望，认为伊朗当前的威胁比以往任何时候都更大。该人士还表示，尽管巴林驻扎着美国第五舰队，但其...

格隆汇4月9日｜白宫新闻秘书莱维特：伊朗已同意开放霍尔木兹海峡。

These are two of the best manufacturing companies in the world, but only one is the better semiconductor stock to buy in this comparison. *Stock prices used were the afternoon prices of April 5, 2026. The video was published on April 7, 2026. Continue reading

格隆汇4月9日｜美联储戴利：到目前为止，消费者仍在消费，企业仍在投资。

美国财政部发行390亿美元10年期国债，中标收益率报4.282%，略高于纽约时间下午1点投标截止时的发行前交易水平4.280%，显示需求略低于预期。当时，该期限收益率日内下跌不到2个基点，脱离盘中低点，结果公布后市场反应有限。 一级交易商获配比例为10.8%，低于此前水平；直接投标人获配比例升至23.9%，而间接投标人获配比例降至65.3%。 投标倍数为2.43，低于过去六次续发均值2.55。 责任编辑：李桐

格隆汇4月9日｜土耳其方面表示，在伊斯坦布尔发生武装袭击后，已在全国范围内对“伊斯兰国”目标实施了行动。

rarrarorro Wall Street extended its recent gains following news that the United States and Iran have agreed to a conditional two-week ceasefire, easing immediate geopolitical concerns. The agreement is tied to provisions surrounding the reopening of the Strait of Hormuz, a critical global shipping route, as well as stipulations related to ongoing regional attacks. Investor sentiment improved as the potential for stabilized energy flows reduced uncertainty across markets. Meanwhile, traders on prediction platform Kalshi are actively assessing when maritime traffic through the strait may return to normal levels. Current market-implied probabilities reflect a range of expectations, underscoring lingering caution despite the diplomatic breakthrough. See what Kalshi traders are pricing in when asked: When will traffic at the Strait of Hormuz return to normal? Before Apr 15, 2026 — 6.5% chance. Before May 1, 2026 — 28% chance. Before May 15, 2026 — 44% chance. Before Jun 1, 2026 — 57% chance. Before Jul 1, 2026 — 68% chance. Before Jan 1, 2027 — 84% chance. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Energy ETFs: ( XLE ), ( VDE ), ( XOP ), ( OIH ), ( AMLP ), and ( IXC ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). Natural Gas ETFs: ( UNG ), ( BOIL ), and ( UNL ). More on markets VIX falls below 20 for the first time since the conflict began in the Middle East Why this oil rally isn’t crashing stocks—Deutsche Bank breaks it down Ceasefire uncertainty looms large as prediction markets signal a long road to de-escalation Cantor Fitzgerald calls the market pullback a buying opportunity despite Middle East risks From oil surge to economic slowdown: SA analysts see recession risks rising

格隆汇4月9日｜白宫新闻秘书莱维特：伊朗的空军在此时已无关紧要。

Today, large, unusual put option volume in Intel stock (INTC) signals a bullish outlook. The puts are at-the-money strike prices with a 4% yield to short sellers. This signals institutional investors are willing to buy INTC.

Follow ASML Holding on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this request. So, let's throw 2 minutes on the clock and dive in. Today, we are looking at ASML Holding, ticker symbol ASML. Kicking things off here with the Quant Rating system, it is currently a Hold rating on the stock, and we're going to get into some of these metrics here in just a moment. Jumping over to the Seeking Alpha Analysts, they are currently a Hold in aggregate on this stock, and that's from 15 analysts providing their coverage in the last 30-days. Lastly, Wall Street analysts are a Strong Buy on this stock, and that's 44 analysts providing their coverage in the last 90-days. To learn more about how the Seeking Alpha Quant system and Seeking Alpha Analysts outperform the market, visit the link in the description of this video. Now, let's dive deeper. This is a $515.03 billion market capitalization company found within the Information Technology sector and the Semiconductor Materials and Equipment industry. Jumping into the Valuation grade, which is currently an F, the PEG non-GAAP ratio forward-looking is 1.87, compared to the sector at 1.31. And separately, the Enterprise Value-to-EBITDA forward is 29.98, compared to the sector at 12.74, showing a little bit of a rich valuation here. However, Growth grade is currently a B-. The revenue growth forward is 20.11%, compared to the sector at 10.89%. And if we jump down here to the EPS diluted growth forward, you're just looking at 29.63%, compared to the sector at just 15.17%. Jumping into Profitability, it is cur...

The midstream giant looks like a compelling investment in this choppy market.

Trump’s threat to “wipe out” Iran has divided Republicans.

Key PointsEnbridge’s scale and stability make it a good defensive stock.

Profitability has proven to be elusive for Plug Power (NASDAQ: PLUG) over the years. The hydrogen energy pioneer has been a public company for more than a quarter-century. Despite that, it reported a net loss of over $1.6 billion last year (more than double the $710 million in revenue it generated). New CEO Jose Luis Crespo wants to change that. Here's a look at whether now is the time to buy the hydrogen energy stock . Image source: The Motley Fool. Continue reading

格隆汇4月9日｜法国预算部长：坚持2026年5%的赤字目标。

Data on almost 28,000 patients suggests understanding gene variations could improve treatments for obesity Scientists have discovered how genetics may help explain why weight-loss jabs work better for some people than others. Variations in two genes involved in gut hormone pathways, which regulate appetite and digestion, may help account for different weight-loss results or side-effects when taking glucagon-like peptide 1 (GLP1) medicines. Continue reading...