当地时间4月2日，伊朗外长阿拉格齐与俄罗斯外长拉夫罗夫通电话，就双边关系以及中东地区局势发展交换意见。阿拉格齐强调，伊朗有合法捍卫国家主权、国家安全及领土完整的权利，并强烈谴责美以针对伊朗包括大学、桥梁和科研中心在内的基础设施的攻击。针对霍尔木兹海峡局势，阿拉格齐表示，这一不安全状况是美以军事行动造成的。他指出目前非侵略国船只的通行，是在与伊朗武装部队协调下进行的。拉夫罗夫重申，俄罗斯反对美以对伊朗的持续军事行动。他表示，莫斯科正与地区国家保持持续联系与磋商，以给紧张局势降温。他强调，各方应回到外交和政治途径解决危机的道路上。此外，他还向阿拉格齐介绍了俄罗斯提出的缓解地区紧张、管理危机的倡议和方案。双方同意继续在双边、地区及国际事务上保持磋商与协调。（央视新闻）

In trading on Thursday, shares of the GraniteShares YieldBOOST MSTR ETF (Symbol: MTYY) entered into oversold territory, changing hands as low as $4.62 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used

超过40个美国的盟友周四开会讨论重开霍尔木兹海峡的计划，此举向美国总统唐纳德·特朗普发出信号，表明国际社会对他在伊朗发动战争引发的航道危机深表关切。 英国召集来自欧洲、中东和亚洲的国家，以及澳大利亚和加拿大，探讨对伊朗展开外交接触以及在德黑兰不同意重开这一全球能源关键航道时可能实施的制裁措施。 这场视频会议似乎旨在展示数十个美国盟友的共同立场：特朗普不应在未找到海峡解决方案的情况下就从冲突中抽身。与会者担心，特朗普可能在没有重开海峡计划的情况下结束对伊行动，从而将后果留给盟友承担。 知情人士称，国际社会明确认为，美国需要在与伊朗的停火谈判中纳入解决霍尔木兹海峡问题的方案。尽管如此，此次会议也显示，这些国家认为有必要开始准备在没有美国参与的情况下重开海峡。 特朗普此前强烈批评北约国家不愿向霍尔木兹海峡派遣军事力量，甚至威胁退出该联盟。周四的会议也被视为英国、法国等近期遭特朗普批评的欧洲国家试图展示其愿意参与解决霍尔木兹海峡问题。 与会者认为联合国是游说伊朗的外交努力的重要组成部分，并指出与海湾伙伴合作共同推动恢复航行自由。 知情人士还表示，伊朗试图引入收费制度的举措将树立不良先例，各方普遍支持海峡自由通行。各方还讨论了包括制裁在内的经济措施，以防止伊朗继续从海峡关闭中获利。 责任编辑：丁文武

Andrii Yalanskyi/iStock via Getty Images Investment Overview The stock of ImmunityBio, Inc. ( IBRX ) has risen in value by ~80% since I last covered the company in January of this year , upgrading to a Buy rating - after two prior Hold calls. Immunity stock is currently priced at $7.3 per share, and the San Diego, California based biotechs' market cap valuation is presently ~$7.9bn. Stock is now up >250% year-to-date, >180% on a six-month basis, and >140% on a one-year basis, although on a one-month basis, it is down nearly 30%, having reached highs of nearly $12 per share in late February. Let's remind ourselves of the company's core business, as per its 2025 annual report / 10-K submission : ANKTIVA is our lead biologic product and a first-in-class IL-15 receptor superagonist antibody-cytokine fusion protein. We are commercializing ANKTIVA for the treatment of BCG-unresponsive NMIBC CIS (non muscle invasive bladder cancer, carcinoma in situ) with or without papillary tumors. ANKTIVA has received FDA Breakthrough Therapy designation for use in BCG-unresponsive NMIBC CIS in adult patients with or without papillary tumors. ANKTIVA is now approved in the U.S., UK, and Saudi Arabia for BCG-unresponsive NMIBC CIS with or without papillary tumors. In February 2026, the European Commission granted conditional marketing authorization in the EU for ANKTIVA for the same indication. Several positive pieces of news-flow have underpinned the stunning rise in the stock price over the past year. Immunity's Lung Cancer Data Triggers Bull Run At the end of 2025, shares traded ~$2, but on January 13th this year, the company shared some updates in relation to Anktiva as a potential therapy for non-small cell lung cancer ("NSCLC"), one of the largest indications in oncology. In combo with a checkpoint inhibitor, i.e., Merck's ( MRK ) PD-1 targeting Keytruda (pembrolizumab), or Bristol-Myers Squibb's ( BMY ) Opdivo (nivolumab), Anktiva demonstrated statistically significant immune rest...

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4月3日热门中概股涨跌不一， 纳斯达克 中国金龙指数（HXC）收跌0.34%。 上涨股当中（按市值从高到低）， 网易 涨0.13%， 中华电信 涨0.01%，携程涨1.39%， 富途 控股涨0.09%， 中通 涨0.65%， 理想 汽车涨0.49%，小鹏汽车涨1.09%， 华住酒店集团 涨1.18%， 蔚来 涨1.45%，中国新城农村涨2.80%， 哔哩哔哩 涨0.70%，BOSS直聘涨0.30%，WSP控股涨0.88%，小马智行涨0.11%，禾赛科技涨0.63%，欢聚涨0.34%。 下跌股当中（按市值从高到低）， 台积电 跌0.75%， 阿里 巴巴 跌1.36%， 拼多多 跌0.89%， 日月光半导体 跌0.93%， 京东 跌1.42%， 百度 跌0.84%， 联电 跌3.29%， 贝壳 跌0.27%， 腾讯音乐 跌0.27%， 新东方 跌0.76%，满帮跌0.67%，万国数据跌4.20%， 唯品会 跌0.13%，拓臻生物跌0.13%，亚朵集团跌1.25%，名创优品跌1.59%， 金山云 跌1.44%， 慧荣科技 跌2.63%， 文远知行 跌1.01%。 美股周四收盘涨跌不一，三大股指本周均录得涨幅。投资者继续关注中东局势，美国总统特朗普表示对伊朗的战争将持续下去，其言论消除了市场对战争快速结束的期待，推动油价飙升。 道指跌61.07点，跌幅为0.13%，报46504.67点；纳指涨38.23点，涨幅为0.18%，报21879.18点；标普500指数涨7.37点，涨幅为0.11%，报6582.69点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

The Dow Jones eases Thursday even as Trump's Iran speech pushes oil prices higher. A medical device name sinks.

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当地时间4月2日，捷克警方在社交媒体上发帖称，已经以“危害公共安全罪”起诉袭击位于布拉格俄罗斯文化中心的嫌疑人。目前，捷克法院已对嫌疑人实施羁押候审。3月27日，位于捷克首都布拉格的俄罗斯文化中心“俄罗斯之家”遭不明身份人员投掷燃烧瓶。事件发生后，捷克外交部及内政部均对袭击予以谴责，俄外交部也就此事件召见了捷克驻俄大使，俄方还向捷克提出正式请求，要求加强对其在捷克外交机构的安保。（央视新闻）

Geopolitical risk rattles high-growth tech names

据半官方的法尔斯通讯社报道，厄尔布尔士省副省长称死伤者包括过路旅客和当地居民。 周四美以袭击了连接德黑兰和厄尔布尔士省首府卡拉季的B1大桥。 特朗普再度威胁打击伊朗基础设施 称若不达成协议“一切都将不复存在”。 责任编辑：丁文武

伊朗伊斯兰革命卫队当地时间4月2日晚发声明称，革命卫队在伊朗最大岛屿格什姆岛以南，“利用新型防空系统击中敌军一架先进战机”。革命卫队称，该战机在被击中后坠入波斯湾。目前美国、以色列方面对此消息暂无回应。（央视）

特朗普政府表示，将维持对多种进口钢、铝和铜产品征收50%的关税，同时简化对金属含量较低商品的征税规则。 一名高级政府官员称，这些调整旨在简化复杂的政策，并为那些受特朗普关税政策困扰的企业提供更公平待遇。该官员在特朗普正式宣布前以匿名方式披露相关细节。 白宫声明称，在新框架下，钢、铝或铜含量低于15%的商品将实质上被免除金属关税。另一些被认定为由其中一种金属“主要构成”的衍生产品，将适用较低的25%税率。 白宫表示，在海外制造但完全使用美国金属的产品将适用10%的较低税率。部分“金属密集型工业设备和电网设备”在2027年底前将适用15%的税率，此举旨在强化美国工业基础。 尽管如此，大量衍生产品仍将面临50%的关税，例如进口钢管。这位官员表示，关税将按产品的全部价值征收，而非仅按其中金属部分计价。 在消息公布后，Comex铜价一度上涨1.4%，但随后回吐涨幅，周四尾盘转为下跌0.5%。 责任编辑：丁文武

alexsl Zoom Communications ( ZM ) Chief Operating Officer Aparna Bawa is set to resign next month, a company filing said on Thursday. Bawa notified the company on March 30, and she will step down effective as of May 8. Her decision was not the result of any disagreement with the company, Zoom added. More on Zoom Communications Zoom: Undervalued And Underestimated - Even Without The Anthropic Stake Zoom: 35% Net Cash Plus $4 Billion Stake In Anthropic Zoom Communications, Inc. (ZM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Zoom, Freshworks among companies that may see 'meaningful' growth via buybacks, Needham says Zoom showing 'impressive progress' putting AI into products and monetizing it: BNP

美国白宫2日发布公告说，美国总统特朗普当日签署一份文件，依据《1962年贸易扩展法》第232条款，美国将对进口专利药和制药成分加征100%的关税。这一措施同时提供豁免或下调关税的路径，旨在迫使制药企业与白宫就药品价格和产业回流等达成协议。（新华社）

Trump Admin Revamps Steel, Aluminum, Copper Tariffs; Imposes 100% Duties On Patented Drugs The Trump administration on Thursday announced a pair of tariff actions under national-security authority, maintaining core 50% duties on many imported steel, aluminum and copper products while overhauling the rules to exempt goods containing negligible amounts of those metals and imposing 100% tariffs on imported patented pharmaceuticals that do not meet new domestic production or pricing conditions. President Donald Trump pauses as he finishes speaking about the Iran war from the Cross Hall of the White House in Washington on April 1, 2026. Alex Brandon-Pool/Getty Images The pharmaceutical measure targets branded drugs and active ingredients brought in by companies that have neither struck “most-favored-nation” pricing deals with the U.S. government nor committed to manufacturing in the United States. Exemptions will be honored for firms that reach such agreements or are already building or expanding U.S. plants . The policy gives large drugmakers 120 days and smaller ones 180 days to comply. Generics and certain trade-agreement partners are largely unaffected. Exceptions were also granted, lowering tariffs to 15 percent - for the European Union, Switzerland, Japan, and South Korea, and a 10 percent levy for the United Kingdom. Reduced rates reflect prior commitments with trading partners, according to a senior administration official. The UK was awarded a lower tariff “because they were the first ones who did this deal, and they committed to raise their prices for pharmaceuticals , and they have actually done so,” the official told reporters during a background call on April 2. Trump negotiated deals with 13 pharmaceutical companies over the past year, securing $400 billion in domestic manufacturing investments, the Epoch Times reports. In tandem, the White House released updated fact sheets detailing changes to Section 232 tariffs on steel, aluminum and copper and their de...

Applied Optoelectronics ( AAOI ) on Thursday said that it has received a new $71 million order for 800G single-mode data center transceivers from a major hyperscale customer. The latest order brings total orders from the customer since mid-March to $124 million and is expected to more than double the company’s existing backlog from that client. The company said it expects to begin deliveries in the second quarter, complete the initial order in the third quarter, and fulfill the new order by year-end. It also recently shipped 10,000 units of 800G transceivers to another hyperscale data center customer. AAOI +2.82% after hours to $106.8. Source: Press Release More on Applied Optoelectronics Why I'm Buying Applied Optoelectronics, Despite Its Dark History Applied Optoelectronics: The Future For Light Is Bright I Was Early On Applied Optoelectronics, Here's What's Next Memory, storage and optical stock declines drag down chip sector Optical, networking stocks surge after Applied Optoelectronics reveals hyperscaler order

georgeclerk/E+ via Getty Images TFS Financial ( TFSL ) on Thursday said CFO Meredith Weil is set to retire, effective January 2027. James LaRocca, who will join the company as vice president on June 29, 2026, is anticipated to succeed Weil as CFO upon her retirement. Most recently, LaRocca held the post of executive vice president and CFO at Westfield Bank in Westfield Center, Ohio. More on TFS Financial Seeking Alpha’s Quant Rating on TFS Financial Historical earnings data for TFS Financial Dividend scorecard for TFS Financial Financial information for TFS Financial