格隆汇4月3日｜花旗发表研报指，中国海外发展去年归属合同销售按年跌19%至2512亿元，为行业领先水平。该行认为，公司优势在于其规模，在核心城市拥有一线土地储备资源。同时，公司资产负债表强劲，令其有能力在核心城市承接大型综合项目；资本开支、销售及管理费用比率，和融资成本均为行业最低水平。而且公司全产业链发展，租金收入不断提升，并已发行商业房地产投资信托基金(REIT)。今年公司可售资源达6,000亿元，上半年集中于一线城市推盘，以维持行业领先的销售表现。该行认为公司今年估值看似偏高，但随着今年下半年销售及利润率实现，估值应会回落；维持“买入”评级，目标价由17.2港元下调至14.2港元。

格隆汇4月3日｜据央视，美国方面2日消息，多名消息人士称，美国近期的情报评估显示，尽管遭到美以持续打击，伊朗约一半的导弹发射装置依然完好，并且仍存有数千架单向攻击型无人机。美国官方称相关消息不实。

Andrew Benson analyses what we have learned during the first month of the new F1 rules, and the problems that need to be addressed.

Microsoft said Friday it will invest $10 billion in Japan over the next four years to build artificial intelligence data centres and related infrastructure.On Tuesday, the company announced plans to invest more than $1 billion in cloud and AI data centre infrastructure and operations in Thailand over the next two years. nf/kaf/abs

Game Ace Token USD (GAT10255-USD) 互動股價圖表 Yahoo 財經

liorpt/iStock via Getty Images Knot Offshore Partners LP Common Units ( KNOP ) have really not participated in the recent rally caused by higher oil and gas prices. The stock price is up from the last article as this industry has its own recovery underway that is different from upstream. This article will attempt to further delineate what is going on with the cyclical recovery. The strong buy is likely still merited until the recovery is well underway. Knot is in the business of essentially providing some needed services or assets to the offshore industry. That industry is currently experiencing the beginning of a recovery that r esulted in an offer to essentially take the company private by its parent company. Anyone following Ken Fischer's books on " Super Stocks " or David Dreman's " Contrarian Investment " series of books can easily summarize that insiders often make an acquisition offer either before a downturn bottom or right after the downturn. It is a very common event. In this case, the offer came from the controlling company which knows the business extremely well (cyclical nature and all). The thing to realize about any offer is that the party making the offer expects to make a profit. In this case, the party making the offer is very knowledgeable about a business that it essentially manages for the shareholders. This implies that the common units got so cheap that the company could make an offer to buy the stock and still make a profit in the future. In simple terms, the stock got too cheap due to some sort of market miscalculation about the value of the shares. That miscalculation (or valuation disagreement) resulted in an offer to take the company private. Obviously, the offer did not go through. Someone else (hopefully a lot of someone "elses") realized that there was a market valuation issue compared to the outlook of the company and a potential valuation of the stock going forward. Oftentimes the market tries to value a stock on the average profitab...

claffra/iStock via Getty Images By Zain Vawda As the market gears up for the April 3rd Non-Farm Payrolls (NFP) release, the narrative has shifted significantly. We are no longer just looking at "hot" or "cold" labor data; we are looking at a Federal Reserve caught between a rock and a hard place, balancing a cooling labor market against a geopolitical oil shock that is threatening to reignite inflation. Looking at the labor market picture, the chart below shows that firms were not even willing to to hire before the crisis began. Source: ING, Macrobond Following a jarring February print that saw a decline of 92,000 jobs, the consensus for March is looking for a modest recovery. However, with "Operation Epic Fury" in the Middle East and the closure of the Strait of Hormuz pushing Brent crude back above $100, the Fed’s focus has pivotally shifted from "supporting growth" back to "fighting energy-driven inflation." The numbers to watch Headline NFP: Consensus sits around +50,000 to +65,000. While a rebound from February’s contraction, this remains a historically sluggish figure. Unemployment Rate: Expected to hold steady or edge up slightly to 4.4% or 4.5%. Average Hourly Earnings (m/m): Forecasted at +0.3% to +0.4%. This is the "danger zone" - if wages remain sticky while jobs growth slows, the "stagflation" narrative will gain serious legs. US Economic Data Releases - Friday, April 3, 2026 (MarketPulse Economic Calendar) Market Implications: The "Three-Way" Split 1. The US Dollar Index ( DXY ): Testing the Ceiling The DXY has been oscillating within a 95.50-100.50 range, largely buoyed by safe haven flows. Bullish Scenario (NFP > 100k): A surprise beat would confirm the "war economy's" resilience. Traders would likely price out any remaining 2026 rate cuts, propelling the DXY toward the 100.40–100.50 resistance barrier. Bearish Scenario (NFP < 30k): A significant miss would validate "hard landing" fears. We could see the DXY retreat toward the 98.00 support level as m...

The Cuban government said the pardons were a "humanitarian gesture" in connection with Holy Week and didn't mention mounting pressures with the U.S. (Image credit: Ramon Espinosa)

格隆汇4月3日｜交银国际发表报告指，申洲国际2025年业绩低于预期，收入按年增长8.1%至310亿元，其中量增约9%，单价小幅回落；毛利率按年下降1.8个百分点至26.3%，呈现压力，主要受人工薪资上涨、柬埔寨新成衣工厂爬坡效率不足以及下半年为客户分担美国市场部分进口关税等因素影响；归母净利润按年下降6.7%至58.3亿元，低于该行预期。公司指引2026年产能有望实现中单位数增长，但指出毛利率仍存在不确定性。该行指，考虑到申洲指引，采取了更加保守的收入假设，下调2026-2027年收入预测6-9%，下调同期盈利预测15-18%。该行将其目标价下调至74.1港元，相当于预测今年市盈率16倍，维持“买入”评级。

Welterweight champion Lauren Price is in discussions to fight undisputed heavyweight champion Claressa Shields at middleweight.

科威特通讯社援引科威特石油公司的消息报道，无人机袭击米纳艾哈迈迪（Mina Al Ahmadi）炼油厂，导致多处设施起火。 正在努力控制火势。没有人员伤亡报告。 责任编辑：王永生

比张雪的飞驰人生更重要的，是张雪们让中国摩托车从低价内卷走入世界舞台中心，并重构了产业链价值 一个人坚持梦想20年，是一种什么样的力量？ 湖南怀化人张雪告诉你，是纯粹让腐朽变神奇：20年前，19岁的他怀揣着“被职业车队看到”的梦想，骑着一辆N手摩托车追了湖南卫视“晚间新闻”节目组100多公里；20年后，在敞亮的专访间，39岁的他平静地对那位改变自己命运的记者说出：你的平台流量对我没有任何意义，只是因为你是你！ 他有这样的底气——3月28日，葡萄牙阿尔加维国际赛道，法国车手瓦伦丁·德比斯驾驶着张雪机车产的820RR-RS赛车，以3.685秒这样一个足以改写行业认知边界的优势夺冠。第二天，他驾驶着820RR-RS再次夺冠，实现了中国摩托车品牌在WSBK赛事上的历史性跨越。

商业航天板块午后持续走弱，中衡设计跌停，飞沃科技跌超10%，中超控股跌超9%，神剑股份、广联航空、巨力索具、航天宏图跟跌。消息面上，天龙三号运载火箭发射失利。

财联社4月3日讯（编辑 刘蕊） 在美军炸毁了伊朗国内最大桥梁后，美东时间周四晚，美国总统特朗普再次警告伊朗，必须尽快达成协议。 特朗普在其社交平台Truth Social网站上写道： “伊朗最大的桥梁坍塌了，再也无法使用——更多桥梁即将倒塌！伊朗必须尽快达成协议，否则就太晚了，否则这个原本可以成为伟大国家的希望将荡然无存！” 他还发布了一段有关此次袭击的视频。视频显示，当地时间4月2日（周四），位于德黑兰以西的卡拉季市贝伊克公路桥发生爆炸，桥身被炸成了两半。该桥梁获称中东最高桥梁，是伊朗标志性工程杰作，属于德黑兰-卡拉季交通走廊的核心道路基础设施。 据伊朗方面消息，美军的此次空袭造成8名平民死亡，另有95人受伤。 稍后，特朗普又声称， 美国军队“还没有开始摧毁伊朗剩下的东西”，接下来将打击伊朗的桥梁和发电厂 ，“新政权领导层知道该做什么，而且必须尽快做！” 伊朗外交部长阿巴斯·阿拉格奇随后向特朗普发出警告，称美国对伊朗民用基础设施的袭击“不会迫使伊朗人投降”。 他补充道： “这只会展现敌人溃败和士气崩溃的景象。每座桥梁和每座建筑都会重建得更加坚固。但永远无法挽回的是：美国的地位受到了损害。” 一天前，特朗普在面向全美民众的公开讲话中表示，尽管美国已经“非常接近”结束与伊朗的战争，但接下来美国将对伊朗进行“极其猛烈”的打击：“接下来的两到三周，我们将对他们进行猛烈的打击。我们要把他们拉回石器时代，让他们回到他们本该待的地方。” 此前，法国总统马克龙告诉美国总统特朗普，伊朗战争需要采取“严肃”的态度。这是自战争开始以来，美国的盟友对特朗普的最严厉的抨击。马克龙对记者表示，这场冲突“不是作秀”，特朗普不应该就其目标发表自相矛盾的言论。

据美国有线电视新闻网2日报道，最新公布的卫星图像显示，位于沙特阿拉伯苏丹王子空军基地的一部美军关键雷达在3月1日伊朗对其袭击中受损。 报道说，该雷达型号为AN/TPY－2，是美国“萨德”反导系统的核心设备。美国有线电视新闻网此前曾报道，苏丹王子空军基地一个放置该雷达的帐篷被击中，但无法确认袭击发生时雷达是否在帐篷内以及是否受损。最新图像显示，目前该雷达已被移出帐篷，露天放置。其天线有烧焦痕迹，且有大块缺损。 报道说，伊朗试图通过打击雷达来削弱美国探测来袭导弹和无人机的能力。此前，伊朗还曾对美军部署在约旦的AN/TPY－2雷达和部署在卡塔尔的预警雷达进行打击。 报道说，负责“萨德”项目的美国导弹防御局在其2025年预算中，将一部AN/TPY－2天线的成本列为1.36亿美元。目前，美国国防部及美军中央司令部尚未对苏丹王子空军基地雷达遭袭作出回应。

格隆汇4月3日｜A股商业航天板块午后下挫，中衡设计跌停，飞沃科技跌超10%，中超控股跌超9%，神剑股份、广联航空、巨力索具、航天宏图跟跌。消息面上，4月3日12时17分，天龙三号大型液体运载火箭在酒泉卫星发射中心发射升空，火箭飞行异常，发射任务失利。

当地时间3日，伊朗伊斯兰革命卫队公共关系部发布声明称，伊朗伊斯兰革命卫队部署的先进防空系统，在伊朗中部空域成功击落了第二架美军先进的F-35战斗机。该战机由洛克希德-马丁公司制造，目前已被彻底摧毁并坠毁。这是过去12小时内，伊朗革命卫队防空系统击落的第二架美军战机。由于机体已完全解体，目前尚未获得有关飞行员下落的消息。声明强调：“这是我们首次以防空行动回击特朗普的荒谬言论。”(央视新闻)

Nike (NYSE: NKE) published results for its fiscal third quarter, which ended Feb. 28, after the market closed on March 31. For its Q3, the company posted earnings that were significantly better than the average Wall Street analyst estimate, on currency-adjusted sales that were roughly in line with the forecast. The footwear-and-apparel giant posted earnings per share of $0.35 on approximately $11.3 billion in sales, beating Wall Street's forecast for per-share earnings of $0.28 on roughly the same amount of revenue. While Nike's overall revenue was down approximately 3% on a currency-adjusted basis in fiscal Q3, it's the performance of and forward guidance for the company's Greater China segment that really stood out. Segment revenue was down 10% year over year on a currency-adjusted basis in fiscal Q3, but management actually guided for sales to fall roughly 20% on an annual basis in the current quarter. Image source: Getty Images. Continue reading

Hi, this is Allen Wan in Shanghai. China has so far proved surprisingly resilient throughout the Middle East crisis. Its export-oriented economy expanded in March for the first time this year, and Chinese stocks have outperformed their global peers since the US and Israel launched their assault on Iran in late February. Some Chinese companies are boosting prices, while others are turning profitable for the first time. Even the country’s record-long streak of deflation is on the verge of ending , helped by surging energy costs. The Iran war has highlighted China’s efforts to bulletproof its economy by building up its oil reserves, rapidly adopting renewable energy and diversifying its export economy. Besides exporting more AI, the nation has been selling more goods to places like India, Southeast Asia and the European Union to achieve a record trade surplus last year. In the UK, sales of cheaper China-made goods grew more than three times as fast as in 2025 during the first two months of this year, helping to keep that country’s inflation in check. In the world of stocks, equity benchmarks in South Korea, Japan and India are down about 10% since the advent of the conflict, while China’s gauge has fallen around 5.5% over the same period. That suggests equities may be becoming a safe haven. A growing number of global banks have turned more upbeat, with Goldman Sachs saying the market is better placed than most to withstand oil shocks. “The Chinese market has been weathering the war better than its neighbors, and the economic performance has been better than expected,” said Hao Hong, chief investment officer of Lotus Asset Management in Hong Kong. “That said, war is weighing down the world and there would be no escape for China if the conflict drags on. ” It’s the country’s investment in clean energy such as batteries, solar panels and electric vehicles that is paying dividends during the oil crisis. In Europe, Chinese automakers are regaining their mojo, with their sha...

4月3日12时17分，天龙三号大型液体运载火箭在酒泉卫星发射中心发射升空，火箭飞行异常，发射任务失利。任务团队将严格执行航天归零程序，全面开展改进工作。（新浪财经）

格隆汇4月3日｜惠誉预计，卡塔尔能源液化天然气基础设施的修复将需要数年时间才能完成。

張雪機車造電摩，要跟寧德時代子公司聯手了 鉅亨號

張雪機車造電摩，要跟寧德時代子公司聯手了 hao.cnyes.com

格隆汇4月3日｜A股午后扩大跌幅，沪指跌1%，深成指跌0.75%，创业板指跌0.21%。煤炭、油气、养殖业、电力、农业等方向跌幅居前，沪深京三市下跌个股近4700只。

伊朗戰事持續，美國總統特朗普宣稱，軍事行動目標已接近完成，但據報伊朗導彈發射能力仍完整。逾百名國際法專家聯署公開信，指美方攻打伊朗或構成戰爭罪。 伊朗媒體報道，伊朗北部厄爾布爾士省，連接卡拉季和首都德黑蘭的貝伊克公路橋，周四在美以空襲中被炸斷。 由目擊者拍攝的片段可見，橋周圍冒出濃煙，民眾聽到爆炸聲後躲避。報道指該橋被稱為中東最高橋樑，是伊朗標誌性工程。襲擊造成至少八名平民死亡，另有逾九十人受傷。 美國總統特朗普同日在社交媒體發布片段，稱空襲炸毀伊朗最大橋樑，警告伊朗盡快達成協議。其後又再次發文威脅，會摧毀伊朗橋樑和發電廠。伊朗外交部長阿拉格齊回應指，破壞民用設施不會迫使伊朗投降。 特朗普前一日發表全國講話，稱過去四個星期，對伊朗的軍事行動取得壓倒性的勝利，伊朗導彈和無人機的能力已被大幅削弱，武器工廠和火箭發射器已所剩無幾。 伊朗國營傳媒周四發放片段，見到伊斯蘭革命衛隊成員在打算發射的導彈上，貼上取笑特朗普的標語，其中一張寫上「愚蠢的特朗普，霍爾木茲海峽比你的嘴巴還大」。 革命衛隊同日表示，利用導彈及無人機，摧毀阿聯酋及巴林等地的美軍目標，美國科技企業亞馬遜和甲骨文的設施等，報復美國及以色列，襲擊伊朗工業設施及暗殺伊朗人。 美國CNN引述消息人士透露，美國情報部門評估認為，伊朗導彈發射能力仍完整，包括仍有約一半的導彈發射器，以及武器庫中仍有數千架無人機，隨時準備在整個地區造成徹底的破壞。 消息指這些武器沒有進一步被削弱，是因為伊朗將它們隱藏在地下隧道和洞穴網絡，難以被鎖定。 伊朗戰事已持續逾一個月，路透社報道，美國有逾百位國際法學者，周四發表聯名公開信，指美軍對伊朗的打擊及美國高層官員的聲明，可能違反國際人權法與人道法，包括潛在的戰爭罪。 信中特別提到特朗普上月中旬指，或會「純粹為了好玩」，對伊朗發動攻擊。學者亦對學校、醫療設施和住宅受空襲深感憂慮。

上证指数跌幅扩大至1%，深证成指跌0.78%，创业板指跌0.25%。

美國近日向中國遣返移交一名涉及毒品案的逃犯。 公安部指，美國移民海關執法局日前根據中國禁毒部門通報的線索，在美國將涉嫌走私販毒的中國籍疑犯，透過移民執法合作渠道遣返並移交中方。 新華社報道指，這是近年美方向中方遣返移交的首名涉毒逃犯，標誌中美禁毒執法合作取得新成果。

财联社4月3日讯（编辑 马兰） 内存市场因为人工智能高带宽内存的蓬勃需求而陷入供应紧张，传统内存也因大量产线被占用而供不应求。在这种大背景下，苹果似乎采取了一种争议性的商业手段，来进一步扩大其市场份额。 据韩国消息人士透露，苹果公司正在以极高的价格收购市面上所有可用的移动DRAM芯片，甚至不惜牺牲部分运营利润，这样可以阻止竞争对手获得足够的内存芯片。 这一猜测与今年1月知名分析师郭明錤的想法几乎一致。当时，郭明錤就曾认为，内存涨价会影响苹果的毛利率，但吸收成本将有助于占领更大市场份额，且苹果可以通过服务来弥补损失。 此前有报道指出，苹果甚至在没有与三星电子和SK海力士谈判的情况下，就同意他们大幅提高其内存芯片价格的要求。业内专家现在怀疑，这可能是苹果精心策划的一场博弈。 这一举动带来的直接影响是，苹果的竞争对手——包括智能手机、平板电脑和个人电脑的制造商，将因为缺乏内存芯片而不得不缩小生产规模，或者因为内存价格上涨而带来的涨价压力被挤出市场。 商战？ 在全球消费电子产品普遍涨价的背景下，苹果今年加快了新品推出节奏，仅在第一季度就推出了一款重磅产品——MacBook Neo。其以599美元的官方售价杀入低端笔记本电脑市场，被视为同价位Windows和Chromebook电脑的“猎杀者”。 而除了笔记本电脑外，苹果还计划在今年发布智能手机中端机型iPhone 17e，这可能进一步揭露苹果今年的市场占有率雄心。 苹果这一策略无疑经过了深思熟虑，目标是通过价格战淘汰大部分竞争对手，且可能会带来丰厚的回报。但如果内存问题在短期内得到显著改善，那么苹果的囤积将导致巨大损失。 还有业内人士指出，苹果收购大量内存的另一个可能性是为了确保新产品的供货。相比于其他平价消费电子产品供货商可以通过降低手机的运行内存或屏幕刷新率来降低成本，维持市占率，苹果更需要维护其高端品牌形象，因此在手机性能方面让步的空间非常有限。 在这一考虑下，苹果也可能宁愿承受几年的经济损失，而不是因为产品供应不足或硬件性能下降流失客户。

內地針對外置充電器等移動電源，制定強制性國家標準，明年4月實施。 標準提出要提升移動電源在高溫、擠壓等場景下的安全防護能力。而為降低移動電源長期使用後的內部短路風險，除了新增專業檢測，亦要求廠商標明建議的安全使用年限，提醒消費者及時更換安全性差的移動電源。 而標準實施後，消費者早前購買、並持有3C認證的外置充電器仍可正常持有及使用，同時只要符合民航現行相關規定，仍可正常攜帶上機。 內地傳媒報道，小米、華為、安克等多間企業亦有份參與起草。