格隆汇4月10日｜美国食品行业协会FMI就美国3月CPI数据发表评论。数据显示，3月居家食品价格环比下降0.2%，过去12个月上涨1.9%。FMI税务、贸易、可持续发展及政策发展副总裁Andy Harig声明称：“今日公布的CPI数据显示，食品杂货通胀出现下降，这对消费者而言是一个利好消息。”“尽管数据令人鼓舞，但全球能源市场近期的不稳定正推高食品供应链各环节的生产成本，未来可能对食品杂货价格形成上行压力。燃料是食品体系各阶段的重要投入……随着能源价格上升，食品生产和配送的成本也随之提高。即便在这一不确定环境下，消费者仍展现出韧性。”

格隆汇4月10日｜据华尔街日报，为避免以色列在黎巴嫩的军事行动干扰即将举行的美伊谈判，美国总统特朗普已要求以色列总理内塔尼亚胡降低对黎巴嫩的打击力度。报道称，特朗普与内塔尼亚胡通话并“严厉”表示，美国理解以色列的安全诉求，但为维护即将举行的谈判，以色列应放缓对黎巴嫩的军事打击。一名美方官员透露，两人此次通话时间“比以往要短”。该官员称，特朗普政府此前从未要求以色列放缓对黎巴嫩真主党的军事行动。此番施压，缘于伊朗与调解方巴基斯坦指责以色列违反停火协议，特朗普担心继续打击会影响美伊停火，干扰到霍尔木兹海峡的开放。

欧洲股市周五午后走高，投资者正在权衡美伊之间脆弱的停火协议以及乌克兰和平谈判取得成功的可能性。 伦敦时间下午1：45（美国东部时间上午8：45）左右，泛欧斯托克600指数上涨逾0.8%，多数地区板块和主要交易所均处于上涨区间。 在乌克兰高级谈判代表向俄罗斯发出冲突可能即将解决的信号后，欧洲国防股大幅下跌。 德国最大的武器制造商莱茵金属下跌5.4%，坦克制造商伦克下跌4.5%，军事技术和监控专家亨索尔特下跌3.9%。其他下跌的国防股包括瑞典战斗机生产商萨博（下跌2.3%）和英国BAE系统公司（下跌2.3%）。 据媒体周五报道，前军事间谍、乌克兰总统泽连斯基的重要助手之一基里洛·布达诺夫对谈判可能接近达成解决方案表示乐观。 周四，以色列总理本雅明·内塔尼亚胡表示，该国已同意“尽快”与黎巴嫩谈判。德黑兰议会议长穆罕默德·巴吉尔·卡利巴夫指出，以色列持续对黎巴嫩的袭击违反了美伊停火协议。 受此消息影响，亚洲市场隔夜上涨，韩国综合股价指数上涨1.75%，小盘股科斯达克指数上涨1.65%。 日本日经225指数上涨1.88%，东证指数基本持平。据报道，日本首相高市早苗周五表示，日本计划从5月起释放相当于20天用量的石油储备。截至4月6日，日本拥有足够230天使用的石油储备。 欧洲股市周四走势缺乏方向，收盘走低，因为美伊达成的脆弱休战协议已显示出紧张的迹象。 根据周五发布的数据，德国3月份通胀率加速至2.8%，证实了初步结果。 德国联邦统计局局长露丝·布兰德表示：“能源产品价格的大幅上涨正在推 高通 胀。特别是自伊朗战争开始以来，汽车燃料和取暖油价格对消费者来说大幅上涨。” 与此同时，在美国，3月份的最新消费者价格指数环比上涨0.9%，受油价飙升推动，将年化CPI通胀率推高至3.3%。 责任编辑：张俊 SF065

Hong Kong taxi passengers will still have to pay full tunnel tolls despite government relief measures that cut the fee for commercial vehicles by half, transport authorities have said. The Transport and Logistics Bureau said on Friday that the relief measure, contained in a package to support the transport sector as oil prices rise, was aimed at helping commercial vehicle drivers and operators. For two months, the government will reduce tunnel tolls by 50 per cent for all commercial vehicles,...

Trident Digital Tech ( TDTH ) signed a strategic agreement with Ripple Strategy to deploy RLUSD stablecoin infrastructure. The partnership will support TDTH’s Africa initiative focused on blockchain-based payment and tax systems in Ghana. TDTH plans to onboard about 2.1M MSMEs onto a unified blockchain-powered digital platform. The system will enable automated tax calculation, collection, and direct remittance to the government. Ripple USD (RLUSD) will power a crypto-enabled settlement layer targeting underbanked and informal sectors. The platform is expected to improve MSME access to credit, reduce transaction costs, and accelerate financial inclusion. Pilot rollouts across African markets are targeted for mid-2026, pending regulatory approvals. TDTH shares down 5% premarket. More on Trident Digital Tech Holdings Trident warned by Nasdaq over low market value Financial information for Trident Digital Tech Holdings

The State Street Industrial Select Sector SPDR ETF ( XLI ) surged 4.3% in the first quarter of 2026, against the broader S&P 500 Index, which fell 4.6% over the same period. As companies prepare to report their results for the quarter gone by, Seeking Alpha provides a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and estimate revisions. Below is an overview of small-cap financial stocks with market capitalizations above $10B, highlighting those with the highest and lowest quant ratings ahead of Q1 2026 results. Top quant-rated companies, with a market capitalization above $10B: Modine Manufacturing ( MOD ), Quant rating: Strong Buy 4.95 . FedEx ( FDX ), Quant rating: Strong Buy 4.91 . ATI ( ATI ), Quant rating: Strong Buy 4.89 . Swire Pacific ( SWRAY ), Quant rating: Strong Buy 4.85 . Deutsche Post AG ( DHLGY ), Quant rating: Strong Buy 4.83 . Bottom quant-rated companies, with a market capitalization above $10B: DiDi Global ( DIDIY ), Quant rating: Sell 1.82 . Copart ( CPRT ), Quant rating: Sell 1.79 . Rheinmetall AG ( RNMBY ), Quant rating: Sell 1.69 . MTU Aero Engines AG ( MTUAY ), Quant rating: Sell 1.62 . Thomson Reuters ( TRI ), Quant rating: Strong Sell 1.42 . More on State Street Industrial Select Sector SPDR ETF Finding The Opportunities After The Selloff And End Of The War Time Is Running Out The Middle East War: Let's Talk About U.S. Defense Stocks Industrial stocks hit fresh highs as ceasefire rally lifts infrastructure names Weekly ETF flows: Five of 11 sectors record outflows; energy sector leads inflows

Is It Too Late To Consider Amazon.com (AMZN) After Its Recent Share Price Surge? simplywall.st

Key PointsDemand for sustainable aviation fuel is growing.

容百科技公告，公司于2026年4月10日收到中国证监会宁波监管局下发的《行政处罚决定书》。公司因重大合同公告涉嫌误导性陈述，被中国证监会宁波监管局罚款450万元。董事长白厚善和董事会秘书俞济芸分别被罚300万元和200万元。

美股個別發展，道指早段反覆偏軟。國際油價曾升逾百分之2。

美股個別發展，道指早段反覆偏軟。國際油價曾升逾百分之2。

伊朗外交部副部长拉万奇表示，各方已同意以伊朗提出的“十点方案”作为谈判基础。拉万奇强调，伊朗支持外交和对话，但拒绝基于错误信息的谈判或任何可能为新一轮侵略铺平道路的进程。伊朗不希望停火让侵略者重新武装并再次发动袭击，并强调任何协议都必须包括防止敌对行动再次发生的保证。伊朗此前向美国提出“十点方案”。方案包括：互不侵犯条约、承认伊朗对霍尔木兹海峡的控制权、接受伊朗进行铀浓缩活动、解除一级和二级制裁，以及终止联合国安理会和国际原子能机构的相关决议等。（新华社）

财联社4月10日讯（编辑 冯轶） 随着地缘情绪进一步降温，今日港股大市再度活跃。截至收盘，恒生指数涨0.55%，国企指数涨0.5%，恒生科技指数涨0.8%。 【资金情绪修复但仍偏谨慎 恒指26000点得而复失】 盘面上，大型科网股涨跌各异，阿里巴巴涨超2%，网易、快手飘红，小米跌1.47%，百度、腾讯、美团小幅下跌。 其他方向上，今日中资券商股表现抢眼，中信证券携超预期业绩大涨12%。 此外，AI主线强势依旧，半导体、存储等概念轮动拉升，兆易创新大涨超12%。此外，锂电、储能、汽车、地产、航运等行业均有走强。 下跌的板块中，造纸、有色等板块表现低迷。石油、煤炭等能源股回落，黄金股相对弱势。 整体上看，由于美伊进入谈判状态，港股短线延续了本周总体偏暖的格局。 今日恒指小幅收涨，但全天成交2463.17亿港元，且26000点关口得而复失。不难看出，地缘风险不确定性仍对做多情绪有所压制。 沽空方面，总沽空金额为314.45亿港元，相当于恒指成交额的12.77%，短线沽空占比再度回落。 腾讯控股、小米集团-W、阿里巴巴-W沽空金额位居前三，分别为15.71亿港元、13.43亿港元、13.26亿港元。 【地缘风险降温各大板块涨多跌少 成长与高弹性资产受捧】 行情层面，今日各大热门板块涨多跌少，资金再度从避险品种向弹性品种切换。 其中，储能、锂电、券商、汽车等基本面景气的板块短线领涨。据商务部外贸司负责人介绍，今年以来，电动汽车、锂电池、光伏产品“新三样”出口增长50.7%，成为拉动外贸增长重要引擎。 而另一方面，地缘局势则继续降温。 据报道，伊朗副外长拉万奇10日在驻伊朗外国使节和国际组织代表参加的会议上表示，各方已达成共识，伊朗的十点计划将作为谈判的基础。而美国副总统万斯则称，美国总统特朗普为谈判提供了非常明确的指导方针，期待就伊朗问题展开谈判，相信与伊朗的谈判将取得积极成果。 且值得一提的是，宏观基本面也有利好出现。国家统计局今日发布数据显示，3月份CPI同比上涨1.0% PPI同比由降转涨。 对此，国信证券分析指出，短期扰动后居民消费需求稳步修复，服务与商品消费均未出现断崖式回落，内需复苏具备持续性。 【A股热点轮动放量上探 机构称短线追高仍需谨慎】 此外，今日A股再度放量上探，创业板指盘中大涨超4%，突破前期高点，创2021年12月以来新高。沪深两市成交额2.32万亿...

Warren Buffett and Ken Fisher Love Apple (AAPL) – Here’s Why Insider Monkey

财联社4月10日讯（编辑 牛占林） 当地时间周五，美国劳工部公布的数据显示，受中东战争推高油价以及关税成本持续向消费者传导影响，3月消费者价格大幅上涨，令美联储离通胀目标更远，同时也加剧了白宫在应对生活成本上涨方面的政治压力。不过，核心通胀表现相对温和，因此并未导致市场出现剧烈的波动。 数据公布后，现货黄金短线走高逾10美元，美股三大期指小幅走高，市场对美联储年内降息一次的押注有所上升。 具体数据显示，美国3月未季调CPI年率录得3.3%，为2024年5月以来新高，符合市场预期，前值为2.4%；3月季调后CPI月率录得0.9%，为2022年6月以来新高，符合市场预期，前值为0.3%。 剔除食品和能源成本的核心CPI同比上涨2.6%，低于预期的2.7%，前值为2.5%；季调后核心CPI月率录得0.2%，低于预期的0.3%，前值为0.2%。 美国劳工统计局指出，不含能源的服务业价格当月上涨0.2%，同比上涨3%。同样，住房价格环比上涨0.3%，同比上涨3%。 食品分项整体在3月持平，此前2月环比上涨0.4%。家庭食品价格环比下降0.2%，六大食品杂货类别中有四类价格在3月录得下跌。 核心CPI涨幅均低于预期，表明基础通胀压力相对受控，汽油价格上涨尚未大规模传导至其他商品类别。甚至还出现了一些通缩迹象，如医疗服务、个人护理以及二手汽车和卡车价格均出现月度下降。 2月底开始的中东战争成为本月通胀数据的核心驱动因素。数据显示，汽油价格大涨21.2%，几乎贡献了整体通胀涨幅的近四分之三。 对于美国人而言，汽油价格是一项高度显性的成本，对消费者信心和政治情绪具有超常影响。更高的汽油价格会压缩消费者在其他商品和服务上的支出能力，从而可能拖累经济增长。 根据美国汽车协会(AAA)数据，全国平均汽油价格周五为每加仑4.15美元，而在战争爆发前一天为2.98美元。 不过，随着美伊停火达成，3月底以来的紧张局势有所缓和，4月能源价格已经出现回落。这意味着，美联储官员可能会忽略3月的短期冲击，转而更加关注潜在通胀走势——尽管这一基础走势已经连续五年高于政策目标水平。 高盛资产管理公司多资产解决方案全球联席首席投资官Alexandra Wilson-Elizondo表示："只要这些因素保持稳定，我们相信美联储会看穿由能源驱动的噪音。美联储有耐心等待，也完全有理由这样做。今天的数据为美联储赢得了...

格隆汇4月10日｜据港交所文件，四川好医生云医疗科技集团股份有限公司向港交所提交上市申请书。

Source: Bloomberg, 0:00

400tmax/iStock Unreleased via Getty Images Broadcom's ( AVGO ) long-term deal with Google (GOOG )( GOOGL ) to develop its custom artificial intelligence chips, known as tensor processing units, could trickle down to benefit Cadence Design Systems ( CDNS ) due to its electronic design automation for Customer Owned Tooling, or COT, according to BNP Paribas. "We don't disagree that Broadcom will remain the primary vehicle to develop future TPUs through 2031, but we think Google and others may be laying the groundwork for a hybrid future," said BNP Paribas Equity Research senior analyst Andrew DeGasperi in an investor note. "Our analysis suggests hyperscalers and leading AI companies are seeking candidates who have skills on both front- and, more recently, back-end tooling, which could help alleviate investor concerns on core software license growth. We think in the immediate this could be a catalyst for CDNS and eventually SNPS." Separately, Google and Broadcom signed a deal with Anthropic (ANTHRO ) to provide the maker of the Claude chatbot with multiple gigawatts of next-generation TPU capacity starting in 2027. "We believe COT could lead to a new wave of hyperscaler spend on EDA back-end tools, which have higher price points vs. front-end," DeGasperi added. "After Cadence Design made the announcement that a marquee hyperscaler had purchased its first fully customer-owned tool for AI chip tapeout on its earnings call, we have fielded many investor questions on the identity of the hyperscaler but also what is the potential upside for core EDA growth, which has disappointed despite a rapid increase in semis R&D spend." BNP noted that Google Cloud has posted job notifications for an engineer with experience in Cadence Innovus, 3DIC Integrity, and Synopsys' ( SNPS ) 3DIC Compiler. T hey are also hiring for a hardware emulation engineer who knows Cadence's Palladium for pre-silicon validation. Anthropic has similar job postings. More on Cadence, Anthropic, Alphabet Alphab...

格隆汇4月10日｜现货钯金跌逾3%，至1508.12美元/盎司。

SlavkoSereda/iStock via Getty Images Investors should pivot to commodities ( DBC ) for the remainder of the decade as geopolitical turmoil and macroeconomic uncertainty reshape markets, according to Bank of America strategist Michael Hartnett. In a recent note, Hartnett predicted that commodities would replace stocks ( SPY ) ( VOO ) as the biggest winners of the “anything but bonds” trade through the 2020s, as investors seek protection against risk, inflation and a weakening dollar ( DXY ). Government bonds ( TLT ), he argued, are more likely to see “bear market rallies” rather than a sustained bull market due to ongoing fiscal excess. The numbers support the thesis: commodities ( DBC ) have climbed over 30% since the start of 2025, more than double the S&P 500’s ( SPY ) return over the same period. Crude oil ( USO ) ( BNO ) has surged following Iran’s closure of the Strait of Hormuz, while metals including gold ( GLD ), silver ( SLV ), and copper ( COPX ) have also benefited from central bank buying and AI infrastructure demand. Hartnett emphasized that geopolitics is now being driven by the “need to monopolize commodities,” noting that “who owns the chips ( SMH ), rare earths ( REMX ), minerals, oil, wins the AI war.” For the longer term, the strategist favors commodities over the dollar, and international ( VXUS ) and small-cap stocks ( IJR ) over US large caps ( SPY ). Seeking Alpha More on the Markets March CPI: Inflation Pumps Up As Gasoline Soars G10 Currency Consolidation Looks Constructive, But The Weekend Poses Risks Oil Shock: Will The Fed Intervene (Part 2) U.S., EU move closer to critical minerals pact to counter Beijing's dominance - report Abu Dhabi Oil CEO says Strait of Hormuz not open, under Iran control

格隆汇4月10日丨神开股份(002278.SZ)公告称，持股5%以上股东王祥伟、独立董事张冠军及副总裁寇玉亭计划减持公司股份。其中，王祥伟拟减持不超过770万股(占总股本1.9814%)，张冠军拟减持不超过2万股(占0.0051%)，寇玉亭拟减持不超过30万股(占0.0772%)。合计拟减持不超过802万股，即不超过总股本的2.0637%。减持方式为集中竞价或大宗交易，原因为个人资金需求。减持期间为公告披露之日起十五个交易日后的三个月内。

U.S. stocks extended their gains on Thursday as investors remained optimistic that the two-week ceasefire between the United States and Iran would not fall apart and further talks would help reach a peace deal.

Andrii Dodonov/iStock via Getty Images U.S. Treasury yields were largely unchanged after the latest inflation report suggested underlying price pressures were not as strong as feared, even as rising energy costs linked to the Iran conflict pushed headline risks higher. The 10-year Treasury yield ( US10Y ) hovered around 4.30%, reflecting stable long-term expectations. On the short end, the 2-year yield ( US2Y ) stood near 3.78%, showing that markets see little immediate change in the Federal Reserve’s policy stance. The 30-year yield ticked slightly higher, rising about one basis point to 4.90%. Overall, the limited movement in yields indicates that investors took the data in stride. The softer core inflation reading offered some reassurance that price pressures are not intensifying, helping offset concerns stemming from higher energy prices. At the same time, rate markets are increasingly aligned around a modest easing path. Traders are now pricing in just one Federal Reserve rate cut in 2026, reflecting a view that while inflation is easing gradually, it remains persistent enough to keep policymakers cautious. More on bonds Weak Dollar Is The Real Threat To The U.S. Stock Market Stocks From Liberation Day To Iran War Fed Walks A Policy Tightrope As Iran Conflict Clouds The Outlook 3 things to look out for on Friday Global economy faces rising inflation and slower growth – IMF’s director