Pershing Square Capital Management has offered to buy Universal Music group for €9.4 billion ($10.8 billion) in cash plus shares, according to a statement on Tuesday. Pershing proposes a merger with Pershing Square SPARC Holdings, Ltd., an SEC-registered acquisition company. The newly merged company will become a Nevada corporation and shift its primary stock listing from Amsterdam to the New York Stock Exchange. Universal Music shareholders will receive €5.05 per share and 0.77 shares of the new company for each share of Universal Music held, according to the statement. Pershing Square estimated the offer to be worth €30.40 per share, a 78% premium to UMG’s stock price at the close on Thursday. “UMG’s stock price has languished due to a combination of issues that are unrelated to the performance of its music business and importantly, all of them can be addressed with this transaction,” said Pershing Square Chief Executive Officer Bill Ackman .

格隆汇4月7日｜招银国际发表研报指，中国生物制药公布2025年业绩，收入按年增长10.3%至318.3亿元，其中创新产品收入按年增长26.2%至15.2亿元，占总收入的47.8%；经调整归母净利润按年增长31.4%至45.4亿元，若剔除科兴中维的分红，经调整归母净利润仍按年增长15%。随着仿制药收入企稳以及创新药销售持续发力，该行认为今年公司业绩将继续稳健增长。该行将集团目标价从9.4港元下调至8.7港元，以反映对于非BD收入的预期下调，维持“买入”评级；预计2026至2028年收入分别按年增长13.5%、7.1%、9.2%(非BD收入：10.5%、10%、9.2%)，经调整归母净利润按年增长5.4%、8.3%、10.5%。

当地时间4月7日上午，以色列安全部门消息人士称，伊朗的铁路系统被用于支持当前的军事行动，其中包括在全国范围内通过铁路运输武器等军用物资。因此，以军将对伊朗的铁路相关设施发动打击。（央视新闻）

伊朗外交部6日发表声明说，伊朗外交部长阿拉格齐与卡塔尔首相兼外交大臣穆罕默德通电话，讨论了地区最新局势、美以对伊朗侵略的后果以及伊朗和卡塔尔双边关系。 阿拉格齐表示，当前局势完全是由于美以对伊朗发起的军事行动所导致。阿拉格齐表示，根据国际法，各国有义务防止其他国家利用其领土对他国实施军事行动，希望地区国家能够一致推动和平与安全。 根据卡塔尔外交部发表的声明，卡塔尔首相兼外交大臣穆罕默德敦促各方尊重国际法，强调全面持久的外交解决方案是解决危机的唯一选择。（央视）

格隆汇4月7日｜据纽约邮报，周一，美国一架“末日飞机”被发现正在内布拉斯加州一座重要空军基地上空盘旋——此时距离美国总统特朗普给伊朗设定的接受和平协议最后期限仅剩数小时。特朗普已设定周二为最后期限，要求伊朗接受其和平计划并开放霍尔木兹海峡，否则美国将摧毁伊朗的发电厂和桥梁。 这架波音E-4B“守夜者”空中指挥机，传说中的“末日飞机”——其设计初衷是在核战争期间保护国家安全官员并维持政府运转，在国家紧急情况下充当“飞行五角大楼”的角色。

伊朗外交部6日发表声明说，伊朗外交部长阿拉格齐与卡塔尔首相兼外交大臣穆罕默德通电话，讨论了地区最新局势、美以对伊朗侵略的后果以及伊朗和卡塔尔双边关系。(央视新闻)

前日本央行审议委员安达诚司周二表示，由于中东冲突导致油价飙升，日本央行应对不断攀升的通胀压力可能滞后，因此很可能在7月份加息。 安达诚司指出，正如上周的“短观”调查显示，企业五年期通胀预期已达2.5%，表明潜在通胀率已达到日本央行2%的目标。安达诚司于去年3月卸任日本央行审议委员。 他表示，油价飙升和伊朗冲突导致的供应紧张，都促使日本央行尽快将短期政策利率从目前的0.75%上调。 “随着中东冲突的持续，日本央行在应对通胀方面反应迟缓的风险有所增加，”他在接受采访时表示。 “日本央行最好尽快将利率上调至对经济中性水平，”他补充说，日本的中性利率可能在1.25%左右。 但安达诚司表示，4月份加息的可能性“五五开”，因为伊朗冲突持续动荡，令日本脆弱的经济前景更加不明朗。 他表示，根据日本央行近期鹰派的言论以及披露的、支持进一步加息的数据来看，“日本央行很可能在4月、6月或7月再次加息”。 “但4月份是否会加息将是一个艰难的判断，因为这意味着在战争对经济的影响尚不明朗的情况下贸然加息。” 他表示，政治因素也可能使日本央行的决定变得复杂。 安达诚司表示，高市早苗任命两位通胀派人士加入日本央行理事会，表明本届政府反对近期进一步加息。 他说道：“加息会推高企业借贷成本，这与本届政府推动在增长领域增加投资的目标背道而驰。” 安达诚司表示，日本央行今年可能会加息两次，使其政策利率达到对经济中性水平。 他指出，如果中东冲突旷日持久，并引发持续一年以上的石油危机，日本央行可能需要加快加息步伐，以使实际借贷成本摆脱负值区间。 “我们还没到那一步，”安达诚司说，“但根据冲突的走向，日本央行将面临一个非常艰难的抉择，即在通胀上升和经济增长放缓之间做出选择。” 责任编辑：于健 SF069

China entered 2026 with an explicitly defined stance for its monetary policy, stated simply as “moderate easing.” The question on the minds of investors, economists and the other market watchers that spend time parsing the language of Chinese policymakers, however, is just how moderate the easing will be. The People’s Bank of China (PBOC) offered a clue in January, by making a 0.25-percentage-point rate cut to a variety of targeted lending facilities, known as structural monetary policy tools .

格隆汇4月7日｜BlueBay首席投资官马克·道丁在一份报告中表示，日本首相高市早苗非常关注实现经济增长，从这个角度来看，有人认为她会希望推迟日本央行实现利率正常化。然而，他表示，更鸽派的日本央行可能引发对通胀超调时间更长的担忧，这会给日本国债收益率曲线带来压力。马克·道丁表示：“我们仍然看好10至30年期日本国债收益率曲线在中期内能进一步趋平。”

7日上午，阿联酋航空一架B777全货机满载跨境电商货物从郑州新郑国际机场飞往迪拜阿勒马克图姆国际机场，标志着郑州首次开通至迪拜定期国际货运航线。这也是阿联酋航空首次在郑州运营货运航线。(新华社)

格隆汇4月7日｜澳大利亚S&P/ASX200指数收盘上涨149.3点，涨幅1.74%，报8728.8点。

tadamichi Asian equity markets traded in narrow ranges on Tuesday as investors prepared for a key deadline in the Middle East conflict. President Donald Trump set a final Tuesday ultimatum for Iran to reopen the Strait of Hormuz or face strikes on civilian infrastructure. Iran rejected the latest 45-day ceasefire proposal, insisting on a permanent end to hostilities and lifting sanctions as non-negotiable conditions. Gold prices traded around $4,650 per ounce on Tuesday after falling for two straight sessions. WTI crude futures climbed above $115 per barrel on Tuesday, trading near their highest close since June 2022. The benchmark KOSPI rose more than 1% to around 5,460 on Monday. The South Korean Japan ( NKY:IND ) rose 0.18% to above 53,700, while the broader Topix gained 1% to 3,681 on Tuesday. The Japanese yen weakened toward 160 per dollar on Tuesday, reaching levels last seen in July 2024. In Japan, Prime Minister Sanae Takaichi said she plans talks with Iran’s leader and a separate call with Trump amid efforts to find a path toward peace. China's ( SHCOMP ) rose 0.21% to 3,899 on Tuesday, while the Shenzhen Component Index gained 0.4% to 13,409, with both benchmark indices rebounding from losses in the previous week , and the offshore yuan weakened to around 6.88 per dollar on Tuesday, snapping a two-session gain. Hong Kong ( HSI ) stock markets closed. India ( SENSEX ) fell 0.35% to 73,720 on Tuesday, retreating from gains in the previous session. Adding to market volatility, the Reserve Bank of India’s rate decision on Wednesday is in focus, with interest rates expected to remain steady at 5.25%, but guidance remains key. Australia ( AS51 ) rose 1.59% to a four-week top of 8,753 in early deals Tuesday. The Australian dollar remained weak around $0.690, staying near two-month lows. The S&P Global Australia Services PMI Business Activity Index fell to 46.3 in March 2026, larger than initial estimates of a 46.6 contraction, down from 52.8 in February, marking ...

数据显示，截至4月7日午间收盘，聚氨酯（长江）指数收盘涨幅达到3.91%。汇得科技证券部工作人员独家回应中国证券报·中证金牛座记者，公司3月份已经对聚氨酯进行了一波涨价，主要原因是原油价格上涨。4月份暂时没有涨价计划。公司聚氨酯主要用于合成革、汽车配饰等，下游需求比较稳定。公司产品涨价传递到下游相对容易，属于刚性传导，预计下游或存在一定的囤货行为。华峰化学内部人士告诉记者，公司是国内最大的聚氨酯原液生产企业之一，下游主要是鞋类企业。此外，公司制品用聚氨酯原液还可用于制造低速轮胎、高铁垫片、运动器材、家具、记忆枕、3D打印、新能源电池等领域。近期受原材料价格上涨影响，公司聚氨酯原液产品价格出现波动，下游相关产品或受到一定影响。美瑞新材独家回应记者，公司的聚氨酯产品主要包括TPU和特种异氰酸酯，下游应用较为广泛，包括电子注塑、薄膜、管材、涂料等。受上游原材料涨价影响，公司近期已上调产品价格，后续也将根据原料价格波动和市场供应情况适时调整。另有上市公司坦言，聚氨酯下游需求和企业情况均较为复杂，对于国内上市公司而言，下游需求整体保持平稳。对于聚氨酯品种的市场影响，隆众资讯聚氨酯行业分析师任小娜告诉记者，此次爆炸事件或加剧全球聚氨酯供应紧张局面。自霍尔木兹海峡封闭以来，已有聚氨酯产品无法正常流通；若工业区相关生产装置受损，后续恢复周期或将更长。(中证金牛座)

格隆汇4月7日｜华鑫证券研报指出，金徽酒产品结构继续升级，经营高质量发展。2025年毛利率同增2ct至63.2%，其中2025Q4毛利率同增7.5pct至57.6%，系公司产品结构持续优化所致。分渠道来看，2025年经销商/直销/线上营收分别为25.8/0.77/1.18亿元，分别同比-5.9%/+4.4%/+40.3%，其中2025Q4线上营收为0.45亿元，同增74.3%，线上渠道持续发力。截至2025年末，公司合同负债8.20亿元（同增28.4%），蓄水池效应仍旧明显。当前公司产品结构升级趋势良好，省内市场精细化运营，西北一体化提高资源配置效率，推进营销转型，实现良性增长。预计2026-2028年EPS分别为0.71/0.79/0.89元，当前股价对应PE分别为25/22/20倍，维持“买入”投资评级。

美国总统特朗普6日在白宫新闻发布会上回应其“考虑让美国退出北约”的言论，称这一决定的根本原因在于格陵兰岛问题。 特朗普在发言中再度将北约称作“纸老虎”，并透露北约秘书长吕特将于8日与其举行会晤。 他直言：“如果你想知道真相，这一切都始于格陵兰岛。我们想要格陵兰岛，他们不想给，那我就说‘拜拜’。” 格陵兰岛是世界第一大岛，也是丹麦自治领地。特朗普自去年重返白宫以来，多次以“国家安全”为由扬言要得到格陵兰岛。 近期，欧洲多国表态不愿被卷入美以对伊朗的军事行动。据外媒报道，在北约盟友拒绝帮助打击伊朗后，特朗普正“认真考虑”让美国退出北约。

过度依赖人工智能而不去审视其潜在“盲点 ”将会带来意想不到的风险 图：视觉中国 现在过年流行互发电子贺卡。只是这些贺卡上面的图画在我看来都太简单粗暴——说是马年，就真地是一匹马迎面奔来，再加上一些带有似通不通谐音梗的祝福语言，全然没有中国传统艺术讲究的朦胧美——自从年轻时受业于卢文勤教授之后，心目中最有诱惑力美感的作品就不应该是玉体横陈式的“坦诚相见 ”，而是似有似无、若隐若现。虽然这么想，我自己却没有能力设计出这样一幅画，于是就想找AI碰碰运气。最终虽然没有得到我想要的作品，但却证实了我的一个直觉。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

格隆汇4月7日｜据36氪，近日，四川大学砍掉39个本科专业的消息传来，从动画、音乐学到材料化学、信息安全等专业都淡出历史舞台。相似的一幕是上个月，中国传媒大学“一口气”撤销翻译、摄影、漫画等16个本科专业和方向的消息轰动一时。悄然间，中国高校专业迎来大洗牌：告别旧专业，同时迎来以AI为代表的新专业。 还有吉林大学，今年1月更新本科专业目录，141个专业中已有19个停招，其中6个属于艺术学类：广播电视编导、音乐表演、产品设计、环境设计、视觉传达设计。再往前看，华东师范大学停招绘画、雕塑、艺术教育；同济大学停招视觉传达设计、环境设计、产品设计，并整合为跨学科方向。如果把时间线再拉长，可以看到这是一场高校专业调整潮。 《长江日报》消息，教育部近五年数据显示，超过4000个本科专业布点悄然退场。去年4月，教育部发布的2024年度普通高等学校本科专业备案和审批结果显示，全国高校共撤销专业点1428个、停招专业点2220个。

European natural gas prices edged higher after US President Donald Trump escalated threats to obliterate key Iranian infrastructure if his terms for a deal to end the conflict aren’t met before a Tuesday deadline. Benchmark futures rose as much as 3.1%, after having jumped more than 55% since the start of the war. Trump said the US military could destroy “every bridge in Iran by 12 o’clock tomorrow night” if Iran doesn’t reach a deal by his deadline of 8 p.m. Eastern Time on Tuesday. Power plants would be rendered “burning, exploding and never to be used again.” Trump also insisted that freedom of navigation through the Strait of Hormuz be part of any deal and described its re-opening as “a very big priority.” Iran has warned that it would respond to such strikes by ramping up its own attacks on energy infrastructure in the Persian Gulf — a move that could further squeeze global energy supplies. For European gas in particular, prolonged curbs risk complicating efforts to refill fuel inventories — which are now just over 28% full — ahead of next winter. While most gas from the Middle East normally goes to Asia, continued disruptions there could intensify competition for a limited global pool of liquefied natural gas. Iran has yet to allow a single carrier loaded with LNG to pass through the Strait of Hormuz in weeks of war, according to traders involved, a ban that risks exacerbating global shortages. Traffic through the strait has dropped sharply since the start of the war. Oil tankers and others have trickled through the narrow waterway, usually with Iranian permission — while a fifth of the world’s LNG supply remains cut off. Dutch front-month futures, Europe’s gas benchmark, traded 1.5% higher at € 50.80 a megawatt-hour by 8:21 a.m. in Amsterdam. Taiwan Pivots to Coal Power as War Disrupts Global LNG Market Qatar LNG Ships Appear to Abort Bid to Exit Strait of Hormuz LNG TENDER: Indian Oil Buys 2H April-1H May Delivery Shipment

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In this article PSH-NL UMG-NL Follow your favorite stocks CREATE FREE ACCOUNT Bill Ackman's Pershing Square said Tuesday it is planning to buy Universal Music Group in a cash and stock deal. UMG will form a newly merged company with Pershing Square and list on the New York Stock Exchange, according to the terms of the transaction, which is expected to close by the end of the year. "Since UMG's listing, Sir Lucian Grainge and the company's management have done an excellent job nurturing and continuing to build a world-class artist roster and generating strong business performance," said Pershing Square CEO Bill Ackman in the Tuesday statement. "However, UMG's stock price has languished due to a combination of issues that are unrelated to the performance of its music business and importantly, all of them can be addressed with this transaction." This is a breaking news story. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

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watch now Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email Access Middle East Markets ‘completely wrong’ on Iran war, oil could hit $200 a barrel: Economist John Sfakianakis from Gulf Research Center says the markets are “completely wrong” in pricing out the Iran war, as military buildup and failed negotiations point towards further escalation. He also says the oil markets are currently in a "new paradigm" where the risk premium associated with the Strait of Hormuz has to be taken into account. 03:42 31 minutes ago