格隆汇4月2日｜招商公路公告，2025年营业收入133.6亿元，同比增长5.11%；净利润46.1亿元，同比下降13.38%。公司董事会审议通过的利润分配预案为：以67.95亿股为基数，向全体股东每10股派发现金红利3.73元（含税），送红股0股（含税），不以公积金转增股本。

豪江智能公告，公司与优特电源股东毛昭祺等签署《上市公司股权收购协议》，拟以5936万元人民币暂定对价现金收购优特电源53%股权。本次交易完成后，公司将持有优特电源53%的股权，并将其纳入合并报表范围。交易资金来源于公司自有或自筹资金等合法资金。本次交易已经公司第三届董事会第二十二次会议审议通过，尚需提交公司股东会审议。

中原环保公告，2025年营业收入55.4亿元，同比增长1.77%。净利润10.75亿元，同比增长4.16%。公司经本次董事会审议通过的利润分配预案为：以9.75亿为基数，向全体股东每10股派发现金红利2.7元（含税），送红股0股（含税），不以公积金转增股本。

Nvidia (NVDA) Chips Smuggling Case Moves to Trial GuruFocus

Source: Bloomberg, 0:00

My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor and AI research firm Semianalysis, dropped this on live television: Google’s free cash flow will be basically zero next year. I don’t think the market is ... Semianalysis CEO: Google’s free cash flow will hit zero next year from AI capex

格隆汇4月2日｜伊朗伊斯兰革命卫队：此次对地区内与美国相关的钢铁和铝业设施的打击是一次警告；若伊朗工业设施再次遭到袭击，德黑兰的“下一次回应将更为沉重”。

Strong Annual Results Driven by Record-Setting Revenues for Fifth Quarter in a Row, Setting Stage for Another Record Year in 2026 LAS VEGAS, NV / ACCESS Newswire / April 2, 2026 / Healthy Extracts Inc. (OTCQB:HYEX), a leader in nutraceutical ...

New Warning Sign: 1 In 4 Workers Have Cut 401k Contribution Rate Another light on America's economic dashboard is blinking red, as money-pinched workers are cutting their 401k contribution rates. The news follows our earlier report on hardship withdrawals from the cornerstone retirement savings accounts hitting a record high . Critically, these numbers don't reflect what workers are doing right now -- amid war-driven gas price-hikes and worries about the economy. According to new data from Dayforce's State of Retirement Savings 2026 report, in 2025, Americans trimmed their contribution rates to 401k and similar plans from 9.2% to 8.9%. While the decline was relatively modest, it was a widespread phenomenon, with more than one in four workers reducing their contributions. Employees earning between $50,000 and $150,000 were most likely to have eased back. The participation rate slipped from 78.6% in 2024 to 77.5%. The decreases come despite wider use of automatic enrollment in retirement plans, and increasingly-common auto-escalation features that ratchet up contributions each year. Want an even better-proportioned one for yourself -- the mug, that is? Get yours at the ZeroHedge Store today and support our work "When you are struggling day to day, it's hard to focus on your long-term goals," Matt Bahl, vice president at the Financial Health Network, told CBS News . "We're really seeing the crunch for those middle-income earners — it speaks to the affordability crisis." Dayforce cautioned that employers' concern about the trend should go beyond future retirement security, and include their workers' present-day financial stress. "[It] can influence engagement, productivity, and retention," said the company, which offers a cloud-based "Global Human Capital Management" platform. As 2025 ended, roughly half of Americans in an Allianz Life survey said they had more financial stress than they did a year ago. via Dayforce's "The State of Retirement Savings 2026" Reinforcing t...

财联社4月2日讯（编辑 冯轶） 由于港股周五因假期休市，本周行情正式收官。 据Wind数据显示，本周南向资金累计净流入约53.71亿港元，日均净流入13.43亿港元，仍较上周日均流入额下滑超过70%。主要由于周三港股大幅反弹时，南向资金单日净卖出126.94亿港元，且总体仍保持高抛低吸的短线风格。 个股方面，近7天南向资金： 大幅净买入：腾讯控股(0700.HK)26.97亿港元；小米集团-W(01810.HK)23.29亿港元；美团-W(03690.HK)21.39亿港元；泡泡玛特(09992.HK)17.05亿港元。 大幅净卖出：中国海洋石油(00883.HK)49.99亿港元；中芯国际(00981.HK)24.63亿港元；阿里巴巴-W(09988.HK)22.01亿港元。 投资要点 腾讯控股本周累跌0.85%，资金前5日加仓112万股，流入持续趋缓。 小米集团-W本周累跌6.42%，资金前5日加仓2398万股，流入持续趋缓。 美团-W本周累跌6.58%，资金前5日加仓2850万股，短线流入开始趋缓。 泡泡玛特本周累跌5.21%，资金前5日加仓1248万股，但近两日出现流出信号。 中国海洋石油本周累跌7.02%，资金前5日减持553万股，短线连续流出。 中芯国际本周累跌2.86%，资金前5日减持2937万股，短线持续流出。 阿里巴巴-W本周累跌3.34%，资金前5日减持895万股，短线加速流出。 注：由于港交所T+2结算，实际持仓为截至两个交易日前的近5个交易日数据 今日，南向资金净流入约198.28亿港元，其中沪港股通净流入约110.84亿港元，深港股通净流入约87.44亿港元。 港交所数据显示，今日南向资金： 大幅净买入：小米集团-W(01810.HK)11.15亿港元；腾讯控股(0700.HK)6.58亿港元；吉利汽车(00175.HK)4.28亿港元。 大幅净卖出：中国海洋石油(00883.HK)7.34亿港元；阿里巴巴-W(09988.HK)2.49亿港元；长飞光纤光缆(06869.HK)2.40亿港元。 吉利汽车今日涨8.37%，资金前5日减持935万股，短线仍以流出为主。 长飞光纤光缆今日涨1.67%，资金前5日加仓359万股，但近两日出现流出信号。

格隆汇4月2日｜神州细胞(688520.SH)公告称，公司于2026年4月2日召开第三届董事会第六次会议，审议通过了关于公司发行H股股票并在香港联合交易所有限公司上市的议案。为打造国际化资本运作平台，提升综合竞争力，公司计划发行境外上市股份(H股)并申请在香港联交所主板挂牌上市。本次事项尚需提交股东会审议，并取得证监会、香港证券及期货事务监察委员会和香港联交所等相关监管机构的批准或备案。目前具体细节尚未确定，实施具有重大不确定性，公司将及时履行信息披露义务。

记者获悉，当地时间4月2日，伊朗德黑兰和卡拉季传出爆炸声，卡拉季部分地区发生停电。（央视）

招商公路公告，2025年营业收入133.6亿元，同比增长5.11%。净利润46.1亿元，同比下降13.38%。公司董事会审议通过的利润分配预案为：以67.95亿股为基数，向全体股东每10股派发现金红利3.73元（含税），送红股0股（含税），不以公积金转增股本。

Families of the dead tell of the agony caused by "horror show" funeral director Robert Bush.

格隆汇4月2日｜据央视，根据海口海关统计，今年首季度，海口海关共监管海南离岛免税购物金额142.1亿元，购物人数181.6万人次，购物数量1097.7万件，同比分别增长25.7%、18%、12%。适逢春暖花开、踏青出游的时节，海南离岛免税市场人气旺盛，消费活力持续迸发。海口海关提前启动保障机制，优化监管流程，设置专用通道，提供预约通关，实现免税品“即到、即验、即放”，保障免税商品市场供应。下一步，海关将继续优化监管与服务，助力离岛免税业态高质量发展，为海南自贸港建设贡献海关力量。

Cramer: Palantir will have great 2026-2027 despite recent selloff 24/7 Wall St.

Jim Cramer made a call on Mad Money that deserves a closer look. A viewer asked about Palantir Technologies (NASDAQ:PLTR), and Cramer described it as a “rule of 40 juggernaut” before delivering his view: “Palantir is basically building a new base because boy, their business is strong. I’m relying on the customers. The customers love ... Cramer: Palantir will have great 2026-2027 despite recent selloff

Cramer: Palantir will have great 2026-2027 despite recent selloff 247wallst.com

格隆汇4月2日｜即月荷兰天然气批发价格上涨5.7%，报50.225欧元/兆瓦时。

After abducting Venezuela’s president, Nicolás Maduro, US is moving towards reestablishing working relations between two nations The US has lifted sanctions on Venezuela’s acting president, Delcy Rodríguez , in the latest step towards normalising relations between the two countries after US forces abducted her predecessor, Nicolás Maduro, and his wife. The couple have since been taken to New York to face drug trafficking charges where both have pleaded not guilty. Continue reading...

格隆汇4月2日｜惠誉评级：阿联酋银行的房地产敞口是伊朗战争中资产质量风险的关键。

人工智能机器人和自然语言处理市场年增速将超过40%。 人工智能浪潮席卷全球，技术创新与产业应用互相促进，也考验着全球AI风险治理。 面对深刻演变的内外形势，主要经济体纷纷将发展数字经济纳入顶层设计，人工智能治理与前沿技术自主成为国际竞争焦点，全球数字经济发展版图处于动态演进与激烈竞合之中。 中国信通院近日发布的《全球数字经济发展研究报告（2025年）》（下称“报告”）称，截至2025年9月，全球人工智能企业达到37664家，其中，美国企业13725家，占全球总数的36.4%；中国企业6003家，占全球的15.9%；英国、印度、加拿大列第3~5位。 报告援引Statista的数据称，2025年全球人工智能市场规模预计达到2545亿美元，较2024年的1869亿美元增长36.1%，这一上升趋势至少延续至2031年。 “2月，全球AI领域迎来新一轮技术密集发布与应用推进。中国AI企业表现亮眼，相继推出多款前沿模型，其中字节跳动公司发布的视频生成模型Seedance 2.0迅速引发关注。”新华社报道盘点2月全球人工智能发展时称，2月，美国AI企业也密集发布了多款前沿模型；多国政府和企业持续加大对AI相关基础设施建设的投入。 报告称，全球最大的市场依次为美国（约占全球市场的18.5%）、中国（10.6%）、英国（6%）、德国（5.4%）和日本（4.1%）。根据Statista预测，人工智能市场规模在2029~2030年超过万亿美元。 国家税务总局发布的发票数据显示，今年1月1日至3月25日，在人工智能、算力中心等需求拉动下，集成电路设计、集成电路制造销售收入同比分别增长48.9%和40.7%。 从细分领域看，报告预计，人工智能机器人和自然语言处理市场增长最快，年增速将超过40%。人工智能独角兽数量大幅增加。截至2025年9月，全球人工智能独角兽共286家，主要分布在商业智能（60家）和大模型（55家）领域。此外，医疗、金融科技、人工智能芯片、自动驾驶等领域也诞生多家独角兽企业。 报告显示，2025年前三季度，全球人工智能融资金额为983亿美元，医疗医药、金融、交通是最受投资者关注的行业。大模型领域的融资热持续上升，占人工智能融资额比重从2022年的7%上升至2025年43%。2025年前三季度大模型领域融资额达到423亿美元，同比增长113%。 与此相对应的是，数字基础设施的...

神州细胞公告，公司于2026年4月2日召开第三届董事会第六次会议，审议通过了《关于公司发行H股股票并在香港联合交易所有限公司上市的议案》《关于公司发行H股股票并在香港联合交易所有限公司上市方案的议案》等议案。公司计划发行境外上市股份（H股）股票并申请在香港联交所主板挂牌上市，以提升公司资本实力和综合竞争力，深入推进国际化战略。本次发行并上市尚需提交公司股东会审议，并需要取得中国证券监督管理委员会、香港证券及期货事务监察委员会和香港联交所等相关政府部门、监管机构、证券交易所的批准、核准或备案。

税收收入预算数约为9.35万亿元，增长2.8%。 随着财政部近期披露2026年中央财政预算，今年中央财政约15万亿元一般公共预算收支细账明晰；中央财政15万亿元资金流向进一步明确。 15万亿元收入结构 中央财政预算是中央政府对未来一年财政收支计划，一共有“四本账”，其中规模最大且与民生关联最紧密的是中央一般公共预算收支账本。通过这一账本数据变动，能反映中央政策及其重点安排。 在中国“以收定支、量入为出”的预算管理模式下，财政支出规模大体上仍由财政收入规模决定。中央一般公共预算收入以税收收入为主，又与经济增长紧密关联。 根据今年中央财政预算中的《2026年中央一般公共预算收入预算表》（下称《收入预算表》），今年中央一般公共预算收入预算数约为9.57万亿元，比2025年执行数增长1.8%。其中，税收收入预算数约为9.35万亿元，增长2.8%；非税收入预算数约0.22万亿元，下降约29%。 从数据不难发现，中央一般公共预算收入基本上来自税收收入。经济决定税收，今年国务院预计国内生产总值增长4.5%~5%，为今年中央财政税收增长奠定基础。中央税收增速预期低于经济增速预期，则与价格因素、统计口径及核算方法不同等有关，实际税收增速与经济增长并不一定同步。比如，近年价格尤其是生产者价格指数低迷，拉低了财政收入增幅。 根据《收入预算表》，今年中央税收收入主要来自国内增值税、企业所得税、国内消费税和个人所得税四大税种，合计接近9万亿元，占中央税收总收入比重约95%。 其中，中央第一大税种国内增值税（约3.56万亿元）今年预计增长3.7%，是拉动今年中央税收增长的主力。财政部解释称，这主要是根据工商业增加值增长、价格变动等因素测算。依据企业盈利水平增长情况，中央预计今年企业所得税增长1.1%。根据烟、成品油等应税商品预计销量等因素测算，中央预计国内消费税增长0.9%；根据城镇居民收入预计增长情况等因素测算后，中央预计个税增长2.4%。 今年中央各大税种收入增速最高的是车辆购置税，预计增长22.2%。财政部解释称，这主要是根据汽车销售预计增长情况以及2026年1月1日起新能源汽车恢复减半征收车辆购置税等因素测算。 2026年之前中国对新能源汽车全免车购税，今年恢复至减半征税。目前，中国新能源车渗透率已接近60%，恢复对其征税直接带来车购税收入大幅增加。 今年中央非税收入预计明显下滑，最主...

格隆汇4月2日｜路透援引三位业内消息人士周四表示，由于乌克兰对港口基础设施、管道和炼油厂的打击削弱了出口能力约100万桶/日（约占总能力的五分之一），俄罗斯石油减产已迫在眉睫。作为全球第二大石油出口国，俄罗斯一旦减产，将在中东冲突已导致前所未有供应中断的背景下，进一步加剧全球供应紧张。过去一个月，乌克兰加大了对俄罗斯石油出口基础设施的攻击力度，瞄准了波罗的海港口乌斯季卢加和普里莫尔斯克。消息人士称，俄罗斯总出口能力至少有20%处于停摆状态，较3月峰值的40%有所回落，但仍足以影响这个全球第三大产油国的石油产量。俄罗斯主要波罗的海港口乌斯季卢加一周前已暂停石油出口，石油管道系统已被原油“挤满”，储存空间也在迅速填满。这意味着部分油田必须降低产量，以避免系统进一步过载。

当地时间4月2日，伊朗方面发布最新卫星画面，显示对美军在叙利亚和科威特相关设施进行打击的情况。据悉，相关画面包括叙利亚哈塞克基地内美军人员驻地，以及科威特阿迪里和阿里·萨利姆基地内设施受损情况。（央视新闻）

At the outset of April, JPMorgan added three stocks in the technology sector to its top stock picks. The bank also swapped out a major discount chain, natural gas producer and childhood education company from the list. Each month JPMorgan updates its top stock picks across growth, value, income and short investment strategies. The runup to April was volatile with pressure from the U.S.-Iran war. Oil prices breached the $100 per barrel-mark several times as the conflict disrupted the flow of oil from the Middle East and sparked concerns that inflation will rise once again. While defense stocks and the energy sector rallied, travel and consumer discretionary struggled. AI disruption fears also lingered, with major technology and software companies struggling to regain momentum in March. However, on Tuesday, the last day of the month, all three indexes booked gains and saw their best daily performance since May. The market rally came after The Wall Street Journal reported that the conflict in the Middle East could soon end. JPMorgan's list of top stocks in April included software companies JFrog and Palo Alto Networks . The stocks are seen as AI adoption beneficiaries. Analyst Ken Goldman wrote that JFrog is "well positioned to benefit from meaningful AI related tailwinds." Though the bank has a bullish outlook on JFrog, the company is down 23% year to date. Goldman attributed its underperformance to the "fear of long term AI disruption." Others on Wall Street also like the stock, with all but one analyst covering it rating the shares a strong buy or a buy, according to LSEG. On average, analysts see about 42% upside for the stock. Palo Alto Networks also has an opportunity for growth despite a rocky first quarter, according to the bank. JPMorgan is "incrementally more positive" as the cybersecurity company continues to gain market share and positions itself as am AI beneficiary. Of the 56 analysts that follow Palo Alto, 44 rate it a stong buy or buy, LSEG said. The co...

In this article NIO 1810-HK 9863-HK 300750-CN 300750-CN ZE594-CN BYDDF XPEV Follow your favorite stocks CREATE FREE ACCOUNT JINHUA, CHINA - JULY 16: Employees work on the assembly line of new energy vehicles at an intelligent factory of Leapmotor on July 16, 2025 in Jinhua, Zhejiang Province of China. (Photo by Jin Sicheng, Zheng Yali, Shi Kuanbing/Zhejiang Daily Press Group/VCG via Getty Images) Vcg | Visual China Group | Getty Images A Hong Kong-listed automaker is picking up steam, just as electric car giant BYD struggles in its home market. Stellantis-backed Leapmotor said Wednesday it delivered 110,155 new energy vehicles in the first three months of the year, up nearly 26% from a year ago. That figure exceeds 100,000 units for a fourth-straight quarter. BYD remained China's market leader by far, with 688,993 cars sold during the first quarter. But that marked a 30% drop from the year-ago period. Amid fierce competition in China's slowing economy , BYD has not disclosed a domestic sales target, but has said it aims to sell well over 1 million cars overseas this year. The automaker's exports rose by more than 55% to 321,165 cars in the first quarter. Leapmotor does not break out monthly overseas sales. The company said last month it plans to sell 1 million cars in China this year and has a far smaller export goal of 100,000 to 150,000 cars. But at 50,029 deliveries last month, Leapmotor outranked most of its domestic rivals . Chinese startup Li Auto reported 41,053 deliveries in March, and a total of 95,142 for the quarter — a 2.5% year-on-year rise, surpassing the company's target of 85,000 to 90,000 deliveries for the quarter. Automaker Nio , which turned its first quarterly profit at the end of 2025, similarly met its quarterly target of 80,000 to 83,000 units, notching 35,486 deliveries in March and 83,465 for the quarter — nearly doubling from the year before. The total figures include cars from Nio's lower-priced brands Onvo and Firefly. After unveiling an...

格隆汇4月2日｜宇通重工公告，2025年营业收入34.87亿元，同比下降8.20%。净利润3.09亿元，同比增长36.25%。拟以公司总股本扣除待回购注销的限制性股票后的股本总额为基数，每10股派发现金股利4元（含税）。