商务部9日举行例行新闻发布会。有记者问，有报道称，美国贸易代表格里尔表示将与北京方面展开工作层对话，请问是否会对继续延迟稀土出口管制有任何讨论和计划？商务部新闻发言人何亚东回应表示，根据中美吉隆坡经贸磋商共识，中方2025年10月9日公布的相关出口管制等措施，暂停实施至2026年11月10日。中美双方将通过经贸磋商机制就各自关切持续保持沟通。

4月9日，全国政协副主席咸辉在京会见泰国公主诗琳通，介绍了中国全国两会和中国经济发展情况。双方就落实两国元首重要共识，深化交流合作，推进中泰命运共同体建设交换意见。（新华社）

Sandwish/iStock via Getty Images Introduction It’s been over 2 and a half years since I covered HireQuest ( HQI ), so I thought it would be a good time to see how it performed throughout 2025 and whether it would be a good time to start a position. Unfortunately, the narrative remains. Margins are taking a beating as business slows, and I don’t see this changing in 2026 just yet; therefore, my hold rating is staying in place. Since the last time I covered HQI, the share price went down by over 38%, while the SPY ( SPY ) advanced 51%, so you would have been better off setting and forgetting your investment in a broad index. 2025 Performance We can see straightaway that the company did not have a particularly good year just by looking at its top-line performance. HireQuest’s volumes were down throughout the year because staffing activity softened. This is not a surprising find at all. There were many layoffs throughout the year, so the decline was not all on the company’s inability to maintain growth, but rather it was the overall staffing activity that caused it. For the full year, revenues from royalties and services declined a little under 12%. System-wide sales declined about the same amount as well, to $500.2m. This matters because royalty revenue is tied to the staffing activity flowing through the franchise network. Seeking Alpha Going over the company’s profitability and efficiency, we can see that HQI’s margins went down as well. The management couldn’t offset the lower volume in hiring activity with internal cost-cutting initiatives enough. One positive this time around, however, is that the bottom line improved significantly due to much lower goodwill and intangible asset impairment charges this year, which helped its net margin double in a year. But operationally speaking, the company took a decent hit as well. Seeking Alpha Let’s see how the company’s financial situation fared during these tough times. HQI’s cash balance at the end of the year was around ...

4月9日下午，国防部新闻发言人张晓刚大校就近期涉军问题发布消息。记者：近期全球最大货运无人机“长鹰-8”首飞成功，岛内舆论称这可能成为解放军新的“反航母利器”。此外岛内广泛关注解放军无人作战体系建设成果，认为这将提升震慑与打击“台独”的能力。请问对此有何评论？张晓刚：台湾是中国的台湾。没有人比我们更珍视和维护台海和平稳定，但我们绝不允许任何人、任何势力以任何方式把台湾从中国分裂出去。解放军反分裂反干涉的手段会越来越丰富，坚决粉碎“台独”分裂妄想，捍卫国家主权和领土完整。(新华社)

Amazon (AMZN) Stock; Climbs as Wall Street Sees 50% Upside on Massive $200B AI Bet CoinCentral

rarrarorro U.S. President Donald Trump said Wednesday that American military forces will stay deployed in and around Iran until Tehran fully honors the “real agreement,” ​and warned of a major escalation in fighting if it fails to comply, as oil prices rose on supply concerns. “All US ships, aircraft, and military personnel...will remain in place in, and around, Iran, until such time as the REAL AGREEMENT reached is fully complied with,” Trump wrote on Truth Social . “If for any reason it is not...the ‘Shootin’ Starts,′ bigger, and better, and stronger than anyone has ever seen before.” Trump reiterated that it was agreed that Iran will not develop nuclear weapons, and the Strait of Hormuz will be open and safe for commercial shipping. “In the meantime our great Military is Loading Up and Resting, looking forward, actually, to its next Conquest,” Trump added. He ended the post, which was published near midnight, with a declaration: “AMERICA IS BACK!” The remarks followed the largest coordinated strike of the war by Israel on Wednesday that killed more than 250 people in Lebanon, prompting a warning from Iran's lead negotiator that Israel's ramping up its parallel war and Washington's insistence ​on Tehran abandoning its nuclear ambitions could jeopardise talks to forge a permanent peace deal. "In such a situation, a bilateral ceasefire or negotiations were unreasonable," Iran's parliament speaker, Mohammed Bager Qalibaf, said in a statement on Wednesday. Elsewhere, Vice President JD Vance, in response to the alleged drone incursion into Iran’s airspace, said, “Ceasefires are always messy.” He said the U.S. position is that Iran cannot enrich uranium. The ceasefire extending to Lebanon was never part of the agreement, he added. Brent crude futures ( CO1:COM ) were up 2.7% to $97.34 a barrel at press time, while U.S. West Texas Intermediate crude ( CL1:COM ) rose 3.4% to $97.57 a barrel, a day after both benchmarks had fallen sharply on the ceasefire announcement. Dea...

高盛最新警告，若霍尔木兹海峡封锁状态再延续一个月，布伦特原油全年均价将突破100美元，油价上行风险依然显著。 4月9日，据彭博报道，高盛分析师Daan Struyven等人在最新研报中指出，" 局势仍存在高度不确定性 "，并援引美国副总统 万斯关于停火协议"脆弱"的表态 ，强调"我们继续认为油价预测面临的风险偏向上行"。 报告指出，霍尔木兹海峡自今年2月美以联合打击伊朗、战争爆发以来，已基本对过境船只关闭。停火协议虽以重开该航道为条件，但双方实际达成的具体内容目前仍不明朗，市场对局势走向的判断分歧较大。 三种情景下的油价路径：从82美元到120美元 高盛在研报中设定了三种情景，对应截然不同的油价走势。 基准情景 下，高盛预计霍尔木兹海峡能源流量将从本周末起逐步恢复，波斯湾原油出口在此后约一个月内回归战前水平。在此假设下，布伦特原油三季度均价预计为82美元/桶，四季度为80美元/桶。 不利情景 下，若海峡重开时间被"推迟"一个月，高盛预计布伦特原油在下半年均价将超过100美元/桶，全年均价亦将维持在这一水平以上。 极端情景 下，若封锁持续时间更长，并叠加区域内部分产能损失，油价将进一步走高——高盛预测三季度布伦特原油均价将达120美元/桶，四季度为115美元/桶。 报道指出，布伦特原油在本轮危机期间最高触及119.50美元/桶， 与高盛极端情景下的预测区间高度吻合，显示市场已在最坏预期下对供应冲击进行过充分定价。 当前约97美元的价格水平，则处于基准情景与不利情景之间，反映出市场对停火协议能否有效落实仍持审慎态度。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Nvidia is extending its Jetson edge AI platform to the Moon through a new collaboration with Firefly Aerospace to enable real time AI data processing in lunar orbit. The company is also joining Project Glasswing, an urgent multi company effort to apply advanced AI models to emerging cybersecurity threats. NVIDIA (NasdaqGS:NVDA) is moving its AI footprint beyond traditional data centers, with Jetson hardware and software now aimed at on orbit analytics around the Moon. For investors tracking...

騰訊控股(00700)出現大手賣出1.01萬股，成交價$507.0，涉資512.07萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.6萬股，成交價$507.0，涉資811.2萬 AASTOCKS.com

格隆汇4月9日｜三安光电(600703.SH)今日早盘一度跌8.54%至11.35元，后股价反弹跌幅收窄，最终收跌4.59%报11.84元。 三安光电昨晚公告称，公司近日收到间接控股股东三安集团通知，三安集团和控股股东三安电子所持公司股份被轮候冻结。本次轮候冻结股份合计13.77亿股，占其所持股份比例93.68%，占公司总股本比例27.60%。截至公告披露日，三安电子和三安集团累计被司法冻结股份合计14.70亿股，占其所持股份比例100%，占公司总股本比例29.47%。 公司表示，上述事项暂不会对公司的控制权、股权结构等产生重大影响，目前生产经营正常。若后续未妥善解决，可能存在影响控制权稳定的风险。三安集团正积极与债权人沟通，政府已介入协调推动化解债务问题。 三安光电同日晚间公告，公司于2026年4月7日收到重庆市渝中区监察委员会签发的关于本公司副董事长兼总经理林科闯先生被留置、立案调查的通知书。截至目前，公司未收到任何针对公司调查或配合调查的文件。目前，公司对相关工作进行了妥善安排，公司其他董事和高级管理人员均正常履职，董事会运作正常，生产经营、管理情况正常。

伊朗战争重塑全球石油版图，美国正迅速跃升为关键的全球原油摇摆供应国，4月出口量预计创下历史纪录。 油气研究机构Kpler估计， 美国4月原油出口量将较3月的390万桶/日激增近三分之一，达到520万桶/日， 亚洲买家需求预计飙升82%至250万桶/日。 目前已有68艘空载油轮正驶向美国港口，远高于战争爆发前一周的24艘及去年全年27艘的平均水平。 Kpler分析师Matt Smith将此形容为"一支涌向美国的油轮舰队"。 这波出口浪潮将西德克萨斯中质原油（WTI）推上每桶110美元以上的四年新高。尽管美伊双方本周二宣布实施为期两周的脆弱停火协议，WTI周三仍较战前高出逾40%。霍尔木兹海峡局势持续动荡——伊朗随即宣称将因以色列袭击黎巴嫩再度关闭该水道。 出口激增在彰显美国能源出口地位的同时，也将大量原油引向海外买家，反而加剧国内通胀压力，使特朗普政府陷入两难：既需压制国内油价，又面临公众对能源成本飙升的广泛不满。 "油轮舰队"涌向美国港口 Kpler数据显示， 当前驶向美国港口的空载油轮数量已从战前水平骤升至68艘，约为去年同期均值的两倍有余 。该机构依据油轮预订情况及预计到港时间进行测算。 "一支油轮舰队正朝这里驶来，"Matt Smith表示。 这一趋势深刻印证了美国作为全球摇摆供应国的战略地位日益凸显。然而，来自亚洲的旺盛需求也可能进一步推高美国国内价格，加深市场对新一轮通胀的担忧。 亚洲深陷供应缺口，霍尔木兹停火前景未明 此次冲突对亚洲买家冲击尤为剧烈。根据Kpler数据， 2025年过境霍尔木兹海峡的石油和石油产品中，约80%流向中国及周边国家。 这条承载全球约五分之一石油供应的关键水道，在战争爆发后数周内几近全面封闭，令亚洲能源供应承压显著加剧。 美伊停火协议的宣布一度令市场燃起该水道重新开放的希望，带动油价急速回落。然而，伊朗随即宣称将再度关闭海峡，停火协议前景充满变数。停火消息公布前，数周的封锁已累计推动美国油价上涨逾50%。 WTI升破110美元，通胀压力倒逼政治困局 出口激增与供应中断共同推动WTI本周早些时候突破每桶110美元，创四年高位。截至周四，WTI仍较战前高出逾30%。 飙升的燃料成本令特朗普政府深陷政治困境。特朗普2025年重返白宫时许下将能源价格减半的承诺，而皮尤研究中心（Pew Research Center）本周调查显示， 近7...

格隆汇4月9日｜卡特彼勒表示，公司财务总监Andrew Bonfield将于10月退休，并任命公司资深人士Kyle Epley为其继任者。Bonfield于2018年加入卡特彼勒，负责监督这家建筑设备公司向人工智能基础设施的转变，帮助其在2025年实现创纪录的收入，同时应对严峻的关税环境。Epley目前担任全球财务服务高级副总裁，将于5月份接任新职。Bonfield将继续担任高级顾问，直至10月1日，以监督过渡工作。

格隆汇4月9日｜开源证券研报指出，盐津铺子2025年实现收入57.6亿元，同比增长8.6%，实现归母净利润7.5亿元，同比增长16.9%，2025Q4单季度营收13.4亿元，同比下降7.5%，归母净利润1.4亿元，同比下降2.1%。魔芋产品高速增长，品类聚焦渠道优化。分渠道看，公司2025H2线下/线上渠道收入分别为24.7/3.5亿元，同比+9.2%/-40.1%，主因公司调整电商低毛利品类，线上短期收入有所拖累。公司2025年海外收入1.7亿元，同比增长172.5%，海外市场布局“Mowon”品牌。展望2026年公司渠道不断招商铺货，零食量贩等渠道持续拓店贡献增长，储备豆制品、海味零食等潜力新品。公司魔芋大单品增长势能强劲，利润率表现亮眼，客户持续拓展，网点覆盖有序推进，看好公司后续成长，维持“买入”评级。

Strattec Security (STRT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Broadcom Inc. $AVGO Shares Purchased by American National Bank & Trust MarketBeat

Analyst IMS Investment Management Services Ltd. Sells 4,878 Shares of Broadcom Inc. $AVGO MarketBeat

NVIDIA Corporation $NVDA Holdings Decreased by Allspring Global Investments Holdings LLC MarketBeat

格隆汇4月9日｜世界银行发表最新报告，维持对中国今年经济增长4.2%的预测，明年增长预测则为4.3%。

Sanan Optoelectronics announced late on Wednesday that Lin Kechuang, the company’s vice chairman and general manager, had been retained and placed under investigation by graft busters in Chongqing. The general manager of Chinese LED giant Sanan Optoelectronics Co. Ltd. ( 600703.SH ) has been placed under investigation by anti-graft authorities, just weeks after a similar probe targeted the company’s founder. The concurrent investigations, coupled with the freezing of the controlling family’s entire 29.5% stake, threaten to upend control of one of China’s largest LED chipmakers.

The US is set to hold direct talks with Iran this weekend, even as continued fighting in the Middle East threatens to derail negotiations. Alan Eyre, Distinguished Diplomatic Fellow at the Middle East Institute and a former senior US diplomat, told Joumanna Bercetche on Horizons Middle East & Africa that Iran is now in a stronger strategic position than before the war began. (Source: Bloomberg)

格隆汇4月9日｜上证指数收跌0.72%，创业板指跌0.73%。全市场成交额21473亿元，较上日成交额缩量3033亿元，全市场近4300只个股下跌。金融科技、AI应用、离境退税、两岸融合、创新药、商业航天、人形机器人概念股跌幅靠前；算力硬件产业链逆势走强，CPO、光纤、PCB方向领涨。 今日油气、能源化工、通信及半导体板块逆势走强，成为市场为数不多的亮点，相关ETF涨幅显著，与算力硬件产业链走强形成联动： 油气与能源化工板块：标普油气ETF嘉实（159518）大涨3.26%，领涨全市场；能源化工ETF建信（159981）上涨1.40%，石油ETF鹏华（159697）上涨0.89%，油气、能源化工产业链逆势走强。通信板块：通信ETF嘉实（159695）上涨1.39%，通信ETF富国（159583）上涨1.28%，通信ETF华夏（515050）上涨1.06%，直接受益于CPO、光纤、PCB等算力硬件方向领涨，通信产业链全线走强。半导体与科技成长板块：半导体设备ETF国泰（159516）上涨0.92%，科技成长ETF兴业（563560）上涨0.91%，TMT50ETF招商（159909）上涨0.89%，半导体、科技成长方向同步反弹。农产品板块：豆粕ETF华夏（159985）上涨1.67%，农产品板块同步走强。 今日线上消费、金融科技、软件、传媒、游戏等AI应用及消费板块深度回调，市场近4300股下跌，相关ETF跌幅居前： 线上消费与旅游板块：线上消费ETF工银（159725）大跌3.71%，领跌市场；旅游ETF富国（159766）下跌2.57%，消费、旅游板块集体走弱，与离境退税等题材跌幅靠前形成联动。 金融科技板块：金融科技ETF华宝（159851）下跌2.86%，金融科技题材同步回调。软件与传媒板块：软件ETF华安（561010）下跌2.75%，软件ETF国泰（515230）下跌2.67%，创业板软件ETF华夏（159256）下跌2.63%，软件ETF嘉实（159852）下跌2.49%；传媒ETF广发（512980）下跌2.60%，游戏ETF华夏（159869）下跌2.44%，AI应用、软件、传媒产业链大幅回调。黄金板块：黄金股ETF永赢（517520）下跌2.46%，黄金概念股同步走弱。

格隆汇4月9日｜世界银行下调了对2026年拉丁美洲和加勒比地区经济增长的预测，理由是该地区长期存在的结构性挑战，加上高借贷成本、外部需求疲软、地缘政治紧张局势和持续的通胀。在世界银行周三发布的最新《拉丁美洲和加勒比地区经济更新》中，该行预测该地区2026年经济增长率为2.1%，低于2025年记录的2.4%的增长率，也低于该机构在去年10月份预测的2.5%的增长率。报告指出，私人消费仍然是需求的主要驱动力。

Contemporary Amperex Technology Ltd, or CATL, plans to buy a 45 per cent stake in the parent of a Shenzhen-listed renewable-energy company, as the world’s biggest maker of lithium-ion batteries for electric vehicles seeks to expand its investments in green energy amid the global oil shock. CATL signed a framework agreement with two shareholders of Hangzhou Zhonhen Technology Investment on Wednesday, agreeing to pay 4.09 billion yuan (US$598.5 million) for the deal, Hangzhou Zhonhen Electric, the...

格隆汇4月9日｜招商证券国际发表研报指，越疆去年业绩符合预期，协作机器人出货量领冠全球，费用管控合理；而公司主业今年稳定增长，形成平台化能力，打造向全形态具身智能平台。该行认为，公司持续加码具身智能平台研发，聚焦大模型、数据及工程化。虽短期扰动利润，但通过数据积累与模型迭代，有望构筑长期数据与算法壁垒。该行分别上调公司今明两年收入预测9%、18%，反映拓展全形态具身产品提升收入。考虑近期市场风格切换，AI机器人产业链公司估值普遍下行，该行将其目标价从76港元下调至56港元，对应今年29.3倍市销率，评级“增持”。