格隆汇4月10日｜花旗：由于3月份外汇储备“大幅下降”，印尼央行可能最早在本月提高基准利率，这表明印尼货币面临巨大压力。

騰訊控股(00700)出現大手買入1.22萬股，成交價$504.5，涉資615.49萬 AASTOCKS.com

China's annual inflation rate decreased to 1.0% in March 2026 from February's high of 1.3%, falling below market expectations of 1.2%. Core inflation, which excludes food and energy, rose by 1.1% year-on-year, down from a 1.8% increase in February. The country implemented controls on domestic fuel prices to help households and businesses cope with rising oil costs. On a monthly basis, the CPI fell by 0.7%, marking the first drop since November and underperforming forecasts of a 0.2% decline. Food prices increased by 0.3% year-on-year in March, a significant decrease from February's 1.7%. Meanwhile, producer prices rose by 0.5% year-on-year, surpassing expectations and reversing a previous decline. On a monthly basis, producer prices rose 1.0%, the strongest since 2022, following gains of 0.4% in each of the previous two months. On Friday, the Shanghai Composite rose 0.9% to 4,000 on Friday, while the Shenzhen Component climbed 2% to 14,282, with both indices on track for strong weekly gains , and the offshore yuan edged lower to around 6.83 per dollar, ending a five-session winning streak. ETFs: (NYSEARCA: FXI ), (NYSEARCA: KWEB ), (NYSEARCA: CQQQ ), (NASDAQ: MCHI ), (NYSEARCA: ASHR ), (NYSEARCA: YINN ), (NYSE: TDF ), (NYSEARCA: CHIQ ), (NYSEARCA: GXC ), (NYSEARCA: EWH ), (NYSEARCA: KBA ), (NYSEARCA: YANG ), (NASDAQ: CXSE ), (NYSE: CAF ), (NYSEARCA: CWEB ), (NASDAQ: PGJ ), (NYSEARCA: KURE ). Currency: ( CNY:USD ) More on China markets and economy: CQQQ: The China Tech ETF That Keeps Testing Your Patience KWEB: Legacy Businesses Take Time To Phase-Out ASHR: Paying A Premium For Great Companies May Be Worth It Asia markets sink on skepticism over U.S.-Iran truce; Iran’s grip on Hormuz sends oil higher China's Zhipu increases premium AI access prices following industry trend

Lumentum Holdings Inc. said demand from US hyperscalers for its optical components is accelerating and on track to fill its order book through 2028. The Nvidia Corp. -backed company, whose Nasdaq-traded shares have risen more than 1,500% over the past year, is expanding as quickly as possible and still finding it hard to meet demand. “The capex numbers from the US hyperscalers are enormous and there seems to be no end in sight,” Chief Executive Officer Michael Hurlston said in an interview in Tokyo Friday. “We’re falling further and further behind the demand. We would be sold out though all of 2028 within two quarters.” Based in San Jose, California, Lumentum is now repurposing old electronics fabrication facilities where it can, which is helping it get a new factory online in half the time compared to building from scratch, Hurlston said. In Japan, the company is committing $100 million in new investments, with that likely to escalate to around $250 million, the CEO said.

【有線新聞】北韓領袖金正恩與到訪平壤的外長王毅會晤。 金正恩在勞動黨中央總部接待王毅並握手問好，王毅轉達了中共總書記習近平對金正恩的親切問候，又提到面對變亂交織的國際形勢，中朝應在堅定捍衛各自主權安全和發展利益同時，進一步加強在重大國際和地區事務中溝通協調，為維護廣大發展中國家共同利益、維護世界和平與發展作出應有貢獻。金正恩表示朝中關係提升到新高度，完全支持習近平提出的人類命運共同體理念和四大全球倡議，堅定支持中方在台灣等問題上，維護國家主權和領土完整的正當立場。

格隆汇4月10日｜根据TrendForce集邦咨询最新存储器产业研究，大厂逐步退出成熟DDR4以下产品制造的策略不变，在市场供给结构持续收敛下，过去几个月整体价格已累积惊人涨幅。TrendForce集邦咨询考量供给持续缩减、订单转移，以及成熟制程供应商产能扩张不及等因素，预估2026年第二季度消费型DRAM合约价格仍将持续季增45-50%。

(GMHB) 公司概況及事件 Yahoo 財經

财联社4月10日讯（编辑 卞纯） 有分析指出，鉴于霍尔木兹海峡的通行量目前仍处于几乎停滞的状态，伊朗即便收取“过路费”，收入也十分有限。 但一旦该海峡的通行恢复正常，该国有望每月赚取数亿美元 。 据报道，自战争爆发以来，伊朗已对部分穿越霍尔木兹海峡的船只收取通行费。这条水道正常情况下承担全球约20%的海运石油运输。 若战争结束后通行费机制保留，这将成为伊朗政府重要的收入来源，同时也将推高全球石油市场的成本 。 CIBC Private Wealth 高级能源交易员兼董事总经理Rebecca Babin表示：“收费机制实际上给石油流动套上了‘紧箍咒’。如果过境通道被限制在海峡中一个更小的部分，虽没有完全阻断石油运输，但确实会造成限制，并可能降低整体吞吐量。” 周三有报道称，伊朗告诉调解方，根据本周与美国达成的临时停火协议，其将把每天通过霍尔木兹海峡的船只数量限制在12艘左右，并收取通行费。获准通过海峡的船只须在伊朗格什姆岛和拉拉克岛之间的走廊航行；有报道称此举是为避开伊朗布设的水雷。 伊朗外交部副部长加里布阿巴迪本月初表示，伊朗正研究对通过霍尔木兹海峡的船只征收通行费用。他还表示，目前有关费用标准仍在研究之中，尚未确定具体金额。 对于霍尔木兹海峡“过路费”的收费标准，市场上流传着不同的说法 。有报道称，费用取决于船只大小，一艘可携带200万桶原油的超级油轮，需要支付200万美元通行费；也有报道称其将对每桶石油收取1美元——以人民币或加密货币的形式收取。 能赚多少钱？ 美国能源信息署数据显示，一艘超大型油轮可装载约190万至220万桶石油。周四油价交易在每桶 95 美元以上，因此200万桶的原油货物价值1.9亿美元，可能需要支付200万美元的过路费。 Frontier Investments 联合创始人兼首席执行官Louis LaValle表示，伊朗每天的过路费收入可能约为500万美元，即每月约1.5亿美元。 据航运追踪机构MarineTraffic，周四一艘载有7000吨阿联酋燃料油的非伊朗籍油轮自4月7日停火以来首次通过该海峡。这批货物约合5.1万桶原油。 LaValle表示：“如果航运恢复正常，收入规模会相当可观。” 根据国际货币基金组织与牛津大学合作开发平台 PortWatch，2月27日，即美以对伊朗开战前一天，有 53 艘油轮抵达霍尔木兹海峡，运载了约300...

A referendum defeat for Prime Minister Giorgia Meloni last month is galvanizing Italy’s opposition. With their hopes of returning to power revived, a new name has emerged as a potential contender when elections are next held: Silvia Salis. The 40-year old political novice doesn’t sit in Parliament in Rome, but rather in Genoa’s 16th century Palazzo Doria Tursi, where she serves as the city’s mayor. For now, the former Olympic hammer thrower is betting that countering Meloni’s culture-war script while she carves out a national profile is enough to make her a credible challenger. “I’m a progressive candidate who firmly believes that economic development and social justice can coexist,” she said in an interview in her office. “This right-wing government has been unable to deliver either, so it’s made the few and the many both unhappy. Which in itself is quite an achievement.” Salis doesn’t belong to any party but says she roots herself firmly in the left. She rose to political prominence in 2025 when she unified the opposition to defeat a Meloni-aligned candidate for city hall. In last month’s referendum, the “No” vote against the government proposals to reform the judiciary took 64% in the city, 10 points more than the national tally. Results like that have put Meloni on the defensive for the first time since she won power in 2022. In establishing a dominant political brand, she sidelined her chief domestic rival, won over investors and raised Italy’s influence over issues such as Ukraine and the Mercosur trade deal. Having failed to deliver the one reform she’d put to voters, the premier, in her first speech to lawmakers since the defeat on Thursday, simply declared she'd serve out her five year term. A general election is due by the end of next year, and Meloni’s Brothers of Italy party would get about 26.7%, down about 1% from before the referendum, according to an Ipsos/Corriere della Sera opinion poll. The Democratic Party gained just over 1.3 points, polling at ...

The world is in the midst of a nuclear renaissance. Around the world, 75 reactors are under construction, with another 120 planned, according to the World Nuclear Association. It will take years, decades even, to build all those reactors, and that makes nuclear energy a spectacular long-term opportunity. One of the best ways to play it is Cameco (NYSE: CCJ) . The Canadian mining company is the world's second-largest uranium miner by production. Continue reading

格隆汇4月10日｜美国光通信龙头Lumentum预计2028年的产能将在两个季度内售罄。

美国光通信龙头Lumentum预计将在两个季度内售罄2028年的全部产能。（彭博）

日赚超1亿 中东局势缓和信号提振市场乐观情绪。 周五， 沪指重返4000点， 大 金融发起冲锋。 截至发稿，沪指涨近1%，深证成指涨近2%； 创业板指一度涨超3%突破前期高点， 创2021年12月以来新高。 有“牛市旗手”之称的券商股大爆发，券商龙头彻底杀疯了。 市值超3800亿元的中信证券 早盘一度飙升近10%，目前 大涨超7%。 哈投股份涨停， 东方财富涨超5%，长江证券、华泰证券、兴业证券大涨超4%。 “券商一哥”Q1狂赚102亿 昨天， “券商一哥”中信证券发布最新业绩快报。 2026年第一季度，公司实现 营业收入231.55亿元，同比增加40.91%。 归属于母公司股东的净利润为102.16亿元，同比增加54.6%，创下单季盈利新高。 基本每股收益为0 .67元，同比增加55.81%。 公司资产总资产从去年底的2.08万亿元增加到了2.24万亿元，增长了7.82%。 一季度狂赚102亿，相当于日均净赚约1.13亿元。 这净利润规模已超过多数上市券商 2025 年全年水平。 数据显示， 在已披露年报的券商中，去年只有 7 家全年净利润突破了百亿元大关。 而对于这份傲人的成绩单，中信证券表示，一季度中国资本市场保持良好发展态势，交易活跃度维持高位水平，公司积极把握市场机会，各项业务协同发力、稳步发展，推动经营业绩实现较快增长。 数据显示， 从市场交易活跃度方面看，2026年一季度日均股基交易额接近3.1万亿元，较2025年的高基数2.05万亿元仍有超50%的增长。 一季度A股市场新开户累计突破1204.02万户，同比增长61.15%；其中3月新开户460.14万户，环比增长82.38%，同比增长50.10%。 融资融券方面，一季度两融新开账户达47.84万户，同比增长51%，截至3月末融资融券余额为2.61万亿元，同比增长36%。 牛市旗手回归？ 今年迄今，券商板块持续下行，年内累计跌幅超11%，持续跑输大盘 。 申万宏源非银分析师称 主要有三大原因： 一是一致预期高增业绩背后的可持续性存分歧，且业绩弹性不及预期； 二是再融资的边际松绑一定程度上影响估值； 三是资金面的影响。 市场认为，目前券商板块估值仍处于历史洼地。 随着 A股市场情绪逐步回暖，以及上市券商年报持续披露、资金配置意愿进一步增强，板块的估值修复行情有望逐步展开。 东吴证券表示， 当前金融科技板...

cherdchai chawienghong/iStock via Getty Images Peter Hoeschele, an OpenAI ( OPENAI ) executive who played a key role in getting the Stargate effort off the ground, has already left the company, The Information reported, citing unidentified people with direct knowledge of the matter. Other staff who have announced their departures to colleagues include Shamez Hemani, who worked on compute strategy and business development, as well as Anuj Saharan, another leader in the compute organization, the report said. The development comes as OpenAI ( OPENAI ) is pausing its Stargate AI infrastructure project in the UK as it reins in spending ahead of a potential public listing. Stargate is OpenAI’s global initiative to expand data center capacity for training and running AI models, with projects already underway in the U.S., Norway, and the United Arab Emirates. The UK project had been announced last year in partnership with Nvidia ( NVDA ) and British data center developer Nscale. The departing executives are all going to the same new company, although The Information could not identify the name of the firm. “We’re grateful for the contributions Peter, Shamez, and Anuj have made to OpenAI and wish them the very best in what comes next,” an OpenAI spokesperson said in a statement to The Information. Microsoft-backed ( MSFT ) OpenAI said Sachin Katti was recently hired to lead the company’s industrial compute organization. The company does not plan to find a replacement for Hoeschele’s role, the report said. More on OpenAI Nadella's Flip-Flop OpenAI's Dilemma Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users OpenAI pauses Stargate UK data center citing energy costs, regulatory hurdles OpenAI expects $100B in ad revenue by 2030: report

FT 8076: AQA Large-Cap Portfoli (FIVTNX) 風險 Yahoo 財經

騰訊控股(00700)出現大手賣出3.63萬股，成交價$504.0，涉資1.83千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出2.87萬股，成交價$504.5，涉資1.448千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出2.73萬股，成交價$504.0，涉資1.376千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出3.63萬股，成交價$504.0，涉資1.83千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出2.87萬股，成交價$504.5，涉資1.448千萬 AASTOCKS.com

Amazon (AMZN) Options Display Strong Upward Sentiment with Significant Call Open Interest at $240–$250 and $350 — Is a Breakout on the Horizon? Bitget

(ESYR) 表現記錄 Yahoo 財經

格隆汇4月10日｜高性能材料和化学品供应商日本可乐丽公司称，耐热聚酰胺树脂价格上调超过10%，自5月1日起生效。由于中东局势，主要原材料和其他物品的成本都在上涨。

China lets state oil firms tap commercial reserves as Iran war drags on, Bloomberg News reports Reuters

Advanced Micro Devices Stock Soars 13% In A Single Week, Wait For A Dip To Buy The Stock Trefis

In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the company and its rivals respond to a shortage of AI chips needed to power and develop more advanced AI systems. Samuel Boivin | Nurphoto | Getty Images Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the company and its rivals respond to a shortage of AI chips needed to power and develop more advanced AI systems. The plans are in early stages and the company may still decide to only buy AI chips and not design any, according to two people with knowledge of the matter and one person briefed on Anthropic's plans. The company has yet to commit to a specific design or put together a dedicated team to work on the project, one of the sources said. A spokesperson for the San Francisco-based company declined to comment on the article. Demand for its AI model Claude has accelerated in 2026, with the startup's run-rate revenue now surpassing $30 billion, up ⁠from about $9 billion at the end of 2025, Anthropic said earlier this week. Anthropic uses a range of chips, including tensor processing units (TPUs) designed by Alphabet's Google and Amazon's chips to develop and run its AI software and chatbot Claude. Earlier this week, Anthropic signed a long-term deal with Google and Broadcom which helps design the TPUs. That deal builds on the company's commitment to invest $50 billion in strengthening U.S. computing infrastructure. Anthropic's discussions mirror similar efforts underway at large tech companies that are seeking to design their own AI chips, including Meta and OpenAI. Designing an advanced AI chip can cost roughly half a billion dollars, according to industry sources, as companies need to employ skilled engineers and spend to make sure the manufacturing process has no defects. Choose CNBC as your preferred sourc...

格隆汇4月10日｜据CCTV国际时讯，当地时间4月9日，也门胡塞武装领导人阿卜杜勒·马利克·胡塞在电视讲话中说，以色列持续侵略黎巴嫩，可能导致冲突全面重启。他表示，即便本轮对抗在未来谈判框架下暂告一段落，但这并不意味着冲突的结束。阿卜杜勒·马利克·胡塞同时指出，美国和以色列的袭击，是在分裂“抵抗阵线”，胡塞武装绝不会袖手旁观。他表示，各方为政治谈判所作努力，只有在以色列停止对黎巴嫩及“抵抗阵线”所有成员的侵略，并承诺不再侵犯伊朗领空的情况下，才可能取得成功。

Advanced Micro Devices Stock Rockets 21% With 7-Day Winning Streak Trefis

Australia PM in Singapore as he seeks to secure fuel supplies from regional allies Reuters

MSFT Stock Today: April 10 5G Capex Dip Pushes Spend to Cloud AI Meyka