格隆汇4月6日｜据伊朗媒体，德黑兰的谢里夫理工大学遭到美以军队袭击。

Source: Bloomberg, 5:40

One big misconception about Medicare is that once you're enrolled, it will cover all of your health-related needs. In reality, there are a number of important services Medicare will not pay for, including dental cleanings, eye exams, and hearing aids. Another big need Medicare won't pay for is long-term care. So, that's something you'll have to plan for on your own. And it's important that you do that planning ahead of time, given the costs involved. Image source: Getty Images. Continue reading

Torsten Asmus/iStock via Getty Images Devon Energy ( DVN ) is going to be a major beneficiary, like so many other oil and gas companies, from surging petroleum prices following America's and Israel's attacks on Iranian military installations, starting at the end of February. Although petroleum prices recently dropped on hopes of a peace agreement, U.S. President Trump recently threatened an escalating pace of military strikes on Iran again. As the risk of a prolonged military campaign in the Middle East is looming larger, I see U.S.-focused independent exploration and production companies like Devon Energy as strong investment choices for investors. More importantly, Devon Energy just a short while ago announced a transformative merger with Coterra Energy, which will allow the energy enterprise to grow its production footprint, diversify more into natural gas, and potentially capture significant merger synergies. Data by YCharts Previous Rating I rated independent oil and gas company Devon Energy a strong buy in June 2025 -- A Capital Return Play -- following the U.S.'s strike on Iran's nuclear facilities, mainly because of a strong price reaction at the time in petroleum markets. Most importantly, the recent escalation between the U.S. and Iran, which spread the conflict to other Gulf countries and led Iran to block the vitally important Strait of Hormuz, creates significant earnings upside for Devon Energy. I believe shares of Devon Energy are too cheap and have long-term upside revaluation potential, whether or not the U.S. will end its war with Iran in the short term. Iran War Backdrop Creates Earnings Upside for Devon Energy Devon Energy is headed for a strong first-quarter earnings report given that petroleum prices have surged to more than $100 per barrel following America's and Israel's combined attack on Iran. The increase in petroleum prices since February 28, 2026, is set to create a major profit windfall for integrated as well as independent exploration ...

hapabapa/iStock Editorial via Getty Images Introduction During my search for durable compounders for my retirement sleeve, I came across United Rentals ( URI ). Although earnings growth was a bit choppy between 2023 and 2025, forward estimates show renewed growth, while revenues have been growing steadily at 10-12% CAGR over the last decade. However, the market has been spooked by several earnings misses and a slowdown in revenue growth. At current multiples, with investors questioning earnings durability, this slowdown may already be priced in. Revenue Gears Turning Revenue growth for the last full-year report was solid as usual. Total sales for the year reached around $17 billion, good for an increase of 6% excluding used equipment. In Q4 specifically, rental revenue increased by 4.6% year-over-year to $3.58 billion, with most of the growth coming from larger projects and specialty sectors like power, infrastructure, healthcare, and data centers. This is not eye-popping growth by any means and is, in fact, lower than the historical average. This begs the question of how management proposes to reignite growth, and fortunately, there are several initiatives underway for this. First of all, around 40 new specialty locations are planned for 2026, and these ‘Cold-Starts’ will focus on the high-growth verticals mentioned in the previous paragraph. The key here is generating ancillary revenue growth while reigning in Capex. Secondly, the pipeline is already looking pretty, according to management; in fact, it’s “as big as ever.” Although the projected revenue from these projects isn’t stellar, it does indicate continued demand. Fleet productivity was up 2.2% for the year, and guidance points to further improvement in 2026. Thirdly, the company has room to make acquisitions and bought Alfasi Hire in Australia, which helps expand its geographic footprint. At around 1.9x leverage and free cash flow of $2.18 billion in 2025, there are further opportunities to acquire small-c...

伊朗方面称，在20分钟内，伊朗向以色列领土发射了三轮导弹。以色列方面称，伊朗在三轮导弹袭击中，发射了至少10枚携带集束弹头的导弹。 (央视新闻)

格隆汇4月6日｜据伊朗国家电视台5日消息，伊朗军方发言人表示，陷入困境的美国总统特朗普和遭遇失败的美军目前面对的尴尬局面，无法通过言辞、媒体战和心理战来补救。伊朗军方发言人称，伊斯兰武装部队通过运用电子战、现代防空系统，实施地面综合防御计划，击落了包括两架“黑鹰”直升机在内的多架敌机。在被伊朗军队包围后，美军“为避免让特朗普丢面子，被迫对遭(伊朗)击落的飞机，以及装备、指挥官和士兵进行了猛烈轰炸”。

Satellite view of the Strait of Hormuz, a critical chokepoint for global energy supply, connecting the Persian Gulf to the Gulf of Oman. Gallo Images | Getty Images Oil prices rose on Sunday with U.S. crude topping $114 per barrel, after President Donald Trump gave Iran until Tuesday to open the Strait of Hormuz or face attacks on its power plants. U.S. crude oil futures for May pared earlier gains to rise 0.5% at $112.08 per barrel at 9:28 p.m. ET. International benchmark Brent prices for June delivery also scaled back to 1.3%, trading at $110.47 per barrel. Trump warned Sunday in an expletive-filled social media post that Iran would be "living in Hell" if they do not open the Strait. The president threatened to bomb the country's power plants and bridges. Trump subsequently posted "Tuesday, 8:00 P.M. Eastern Time!" without further explanation. Stock Chart Icon Stock chart icon Iran has effectively kept the Strait closed through attacks on oil tankers. The sea route connects the Persian Gulf to world markets. About 20% of global supplies passed through the Strait before the war. The closure of the Strait has triggered the largest oil supply disruption in history. Crude, jet fuel, diesel and gasoline prices have surged since the war started. Trump said in a national address last Wednesday that the war would continue for two or three weeks. Nearly 1 billion barrels will be lost by the end of the month, comprising up to 600 million barrels of crude oil and roughly 350 million barrels of refined products, according to TD Securities. "With the conflict now expected to last at least into deep April, the barrel math becomes increasingly grim," said Ryan McKay, senior commodity strategist at TD Securities, in a Thursday note to clients. Rapidan Energy sees a total net loss of 630 million barrels of oil and products by the end of June, when accounting for redirected flows through pipelines, emergency stockpile releases and inventory drawdowns. The eight members of OPEC+ on ...

因中东冲突，特朗普政府已要求卫星图像提供商自愿暂停提供指定关注区域的图像，此举促使Planet Labs PBC对中东地区的数据采取了限制措施。 这家总部位于旧金山的商业卫星图像提供商周日表示，这些措施追溯至3月9日起适用，预计将持续至冲突结束。 “当前情况极为特殊，我们正尽一切努力平衡所有利益相关方的需求，”该公司在声明中称，“我们将继续关注局势，并在可能情况下作出调整，以尽量减少对客户获取数据的影响。” 美国国防部在通过电子邮件发布的声明中表示，不对情报相关事务置评。 Planet公司在声明中说，美国政府“已要求所有卫星图像提供商自愿无限期暂停提供指定关注区域的图像”。 责任编辑：何云

Palantir Technologies(PLTR) is one of the darlings of the stock market these days, with a one-year return of more than 90%. As the world reels from conflict on multiple fronts, Palantir is perhaps the most sought-after and researched stock in the world. But a new BBC interview is landing just as ...

华泰证券研报表示，中东地缘冲突持续，霍尔木兹海峡航线受阻、区域消费信心短期承压，对我国家电出口带来一定扰动。若海峡持续封锁，此类高强度扰动带来的短期冲击主要体现在海湾国家终端消费信心走弱、经销商库存趋于保守、进入海湾港口航次减少、保险和运价上升，从而压制家电订单节奏；但从中长期看，海湾国家人口增长、地产与基建扩张、高温气候强化空调刚需，以及中国品牌持续替代日韩品牌的逻辑并未改变。华泰证券看好中国头部家电企业继续提升中东市场份额。

假装成功，直到真正成功（Fake it till you make it）——这句成功学金句，对于一个高速扩张的行业来说，是危险的。 AI短剧，是眼下最不缺成功故事的赛道之一。相比真人短剧动辄百万的成本，AI短剧凭借“几个人、几千元、一台电脑”的极低门槛，编织出技术降维、全民爆款的诱人想象。资本涌入，从业者密集入场，平台加码投流，每隔一段时间，行业就会传出一个爆款神话。 但神话往往经不起拆解。 典型案例是《霍去病》。这部被报道为"3人、48小时、3000元成本换5亿播放"的短剧，被大量从业者公开质疑数据注水，后来主创才出面回应：3000元仅是算力支出，团队实则接近20人，48小时只是连续工时，播放量统计口径亦存疑。 但在被打假之前，这个故事在行业内广泛流传，原因并不复杂：行业太需要一个可以讲给投资人、讲给自己听的成功样本。从业者需要它来吸引投资，AI短剧的工具方需要它来证明技术价值，播出平台需要它来维持生态热度。大家在这个故事里各取所需，神话被共同编织、集体相信，哪怕明眼人一看便知是水分。 行业数据给出了更冷峻的信号。据DataEye-ADX行业版数据，2025年上线6万部漫剧，96部播放量破亿，破亿率0.16%。截至2026年2月末，在播AI剧达12.78万部（含2024年持续在播剧目），规模翻倍，但新剧中破亿的仅30部，加上老剧也不超过150部，破亿率进一步下滑至0.117%。一位从业者这样描述现状：低端的AI短剧靠压榨人力疯狂抽卡，想做高端点就被迫军备竞赛，但最终爆款查无此剧，钱也看不到几个。 对于内容行业来说，爆款始终是金字塔尖的稀缺符号。技术降低了制作门槛，却没有降低成功门槛。当效率的提升只是放大了平庸内容的产能，整个行业便在这条流水线上陷入了更深的焦虑与内卷。 当“一人一天一部剧”，撞上0.1%的爆款率 AI短剧的产能正在爆炸。 杨波是这轮扩张的一个缩影。做新闻视频出身的他，从接淘宝、闲鱼上的AI视频小订单开始入行，不到一年拿到百万风险投资，年前与朋友在石家庄创办了漫剧公司——中合锦途。截至3月底，公司规模接近百人，仍在持续招聘，人手始终不够用。 公司的订单主要有三类。大头是面向海外市场的量产剧，他们与TikTok签了年框，3000分钟打底，25人的团队一个月能完成；第二类是对品质要求更高的A、B级漫剧或AI真人短剧，需要逐帧校验画面细节，基本靠手搓。还...

巴基斯坦将归还阿拉伯联合酋长国此前以官方存款形式提供的资金，此举将加大这个南亚国家的外汇储备压力。 巴基斯坦外交部周六在X上发布声明称，这些存款“是依据双边商业协议提供的，体现了阿联酋对巴基斯坦经济稳定与繁荣的坚定支持”。声明称，这些存款现已到期，将通过巴基斯坦国家银行归还。 此前，巴基斯坦国家银行（即该国央行）行长Jameel Ahmad曾重申，双边伙伴已向巴方保证，将继续对该国债务进行续作。尚不清楚什么导致巴方归还阿联酋存款。巴基斯坦英文报纸The Express Tribune援引一名未具名内阁官员的话报道，这笔债务总额为35亿美元。 归还这笔资金将加剧巴基斯坦的美元储备压力。截至3月27日，该国外汇储备为164亿美元。四月，该国还有13亿美元债券需偿付。上周，为帮助财政应对中东战争导致的油价飙升，巴基斯坦当局取消了全面燃油补贴，并近一个月来首次上调了柴油和汽油价格。 伦敦大学亚非学院巴基斯坦研究中心成员Burzine Waghmar表示：“这无疑将使巴基斯坦处境变得岌岌可危。能源紧张和霍尔木兹海峡封锁已经带来严峻后果。” 巴基斯坦承担着来自友好国家的约120亿美元的债务，主要来自沙特阿拉伯和阿联酋等国家。这些国家往往会在贷款到期时按年续作。2019年，沙特和阿联酋向巴基斯坦提供了总计40亿美元的资金，帮助巴基斯坦避免了一场国际收支危机。 责任编辑：何云

【有線新聞】沙田一間食肆有老婦疑進食時鯁喉暈倒，送院後死亡。 據報中午約12時，一名77歲老婦在沙田新城市廣場一間台式火鍋餐廳，進食時疑鯁喉暈倒，事主由救護車送往沙田威爾斯親王醫院，搶救後不治，死因有待驗屍後確定。

Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly move away from Intel Corp. and Advanced Micro Devices Inc.’s legacy x86 central processing units (CPUs) toward proprietary Arm Holdings plc Arm-based designs to optimize cost, efficiency, and control. Hyperscalers Drive Shift From x86 to Arm Major cloud players such as Alphabet Inc. Google, Amazon.com Inc. Amazon Web Services, Microsoft Corp., and Meta Platforms

格隆汇4月6日｜据法尔斯通讯社等多家伊朗媒体6日消息，一枚炮弹击中了位于伊拉克埃尔比勒的美国领事馆。

President shifts deadline again for attacking power plants and bridges in expletive-ridden social media post Middle East crisis – live updates Donald Trump issued an expletive-laden warning on Sunday that Tehran had until Tuesday night to reopen the strait of Hormuz or the US would obliterate Iran ’s power plants and bridges. Iran’s parliament speaker responded with a warning that the US president’s “reckless moves” would mean “our whole region is going to burn”. Continue reading...

伊朗最高领袖外事顾问韦拉亚提5日警告美国，若“再犯错误”，伊朗主导的抵抗阵线将以封锁曼德海峡作为反制措施。韦拉亚提当天在社交媒体上发文说：“今天，抵抗阵线的统一指挥部视曼德海峡如同霍尔木兹海峡一般。如果白宫再犯愚蠢错误，它很快就会意识到，只需一个举动，全球能源和贸易流通就会中断。”曼德海峡连接红海和亚丁湾，是连通大西洋、地中海和印度洋的咽喉要道。这一海峡处于也门胡塞武装控制范围内。有媒体认为，韦拉亚提的帖文是对美国总统特朗普当天对伊朗所发出威胁的回应。特朗普5日发帖文，再次要求伊朗打开霍尔木兹海峡，并威胁说“4月7日将是伊朗的发电厂日和大桥日”，暗示要猛烈轰炸伊朗的发电厂和大桥。 (新华社)

格隆汇4月6日｜华泰证券研报表示，当前中东冲突持续时长和对全球供需影响已经绕过“暂时性”冲击范畴，在一些领域造成实质性的资金和供应流断裂。即便后续可以拨云见日，4月以后的配置思路与春季躁动时期也会有所不同。年内美元和油价强于预期，全球流动性宽松程度低于预期，对应估值提升空间也会低于预期。市场或经历从追踪新闻表态到更回归基本面的心理过程，更关注物资短缺、供应链和现金流风险。因此华泰证券依然认为需要对波动率保持一定敬畏。

UCLA secured the first NCAA women's basketball national championship in school history — a goal that was set after losing in the first Final Four last season. (Image credit: Rick Scuteri)

【伊朗最高领袖顾问警告美国：或将封锁曼德海峡作为反制】财联社4月6日电，伊朗最高领袖外事顾问韦拉亚提5日警告美国，若“再犯错误”，伊朗主导的抵抗阵线将以封锁曼德海峡作为反制措施。韦拉亚提当天在社交媒体上发文说：“今天，抵抗阵线的统一指挥部视曼德海峡如同霍尔木兹海峡一般。如果白宫再犯愚蠢错误，它很快就会意识到，只需一个举动，全球能源和贸易流通就会中断。”曼德海峡连接红海和亚丁湾，是连通大西洋、地中海和印度洋的咽喉要道。这一海峡处于也门胡塞武装控制范围内。有媒体认为，韦拉亚提的帖文是对美国总统特朗普当天对伊朗所发出威胁的回应。特朗普5日发帖文，再次要求伊朗打开霍尔木兹海峡，并威胁说“4月7日将是伊朗的发电厂日和大桥日”，暗示要猛烈轰炸伊朗的发电厂和大桥。 (新华社)

湖北武漢近日推出一條巴士路線，化身「移動觀景台」，帶領市民和遊客暢遊全城不同地標景點。 這日武漢下起小雨，但未有淋熄遊客的興致。搭乘這班文旅巴士，遊客毋須準備旅遊攻略，就能打卡黃鶴樓、長江大橋等武漢三鎮主要地標景點。巴士上還有廣播，解讀沿途景點的歷史文化淵源，讓遊客體驗到「懶人出行」的快樂。 遊客張楠稱：「就是比較方便外地遊客來，因為它就是省去我們做攻略的時間，直接跟著這個巴士線路，因為它是一日通票，然後可以即下即上，到一個站點就下去玩一下，然後再等下一輛巴士來。第二個我覺得這個巴士舒適度還可以，因為它和普通的公交硬座不一樣，它上面是軟座。」 除了遊客，不少武漢市民也會帶上一家老小，乘坐這班文旅巴士。 武漢市民史清風說：「因為自己開車出來玩，有時候高峰期停車堵車都很麻煩，那我不如直接坐個地鐵，到這邊(換乘巴士)，然後環著武漢玩一圈。其實都不用操心，就很方便，好像還有個環遊手冊嘛，上面有很多賞櫻點位，有些沒去過的，我們可以(照著)環遊手冊去玩。」 武漢文旅城市環遊巴士以江漢關博物館為起點，串聯起晴川閣、古琴台、武漢長江大橋、黃鶴樓及東湖梨園等地標，單人票價僅需9.9元人民幣，支持當日無限次上下車。

The rapper Ye was announced as the headliner for the Wireless Festival in London. He's gained notoriety over the years for his antisemitic comments and activities glorifying Nazis. (Image credit: Hector Retamal)

财联社4月6日讯（编辑 刘蕊） 本周一，尽管亚洲大多数市场因假期休市，但随着特朗普对于中东冲突的最新表态再次影响市场，日本和韩国股市日内震荡上涨。 周一早间，日本股市开盘小幅上涨，截至发稿日经225指数日内涨0.62%，东证指数上涨 0.23%。 韩国蓝筹股Kospi指数日内上涨 1.8%，小盘股Kosdaq指数上涨 0.98%。韩国科技巨头三星电子股价上涨3.49%，SK海力士股价上涨2.17%。 韩国Kiwoom Securities分析师韩智英（音）表示：“由于美伊紧张局势进一步升级的不确定性，以及三星电子将于周二公布业绩预期，预计韩国股市将继续波动。” 由于澳大利亚、新西兰庆祝复活节，中国大陆及香港、中国台湾地区适逢公众假期，亚洲许多市场周一休市。 美股股指期货周一小幅下跌。截至发稿，标普500指数期货和纳斯达克100指数期货分别下跌0.23%和0.08%。道琼斯工业平均指数期货下跌0.39%。 国际油价周一早间高开后一度大涨，但目前涨幅已经明显收窄。WTI原油期货早间一度涨超3%，但截至发稿涨幅收窄至0.40%，报111.99美元/桶。 关注今夜新闻发布会 美东时间周日，美国总统特朗普表示，美国目前正与伊朗进行“深入谈判”，有望在其设定的最后期限到来之前达成协议。 他还对伊朗发出新一轮威胁，称如果伊朗未能完全重新开放霍尔木兹海峡，将对伊朗的发电厂和民用基础设施发动攻击。 特朗普在社交媒体上重点强调了“美国东部时间周二（4月7日）晚8点”这一时间点，但未作详细说明。白宫周日表示，这个日期是伊朗与美国达成协议的最新“最后期限“。 特朗普稍后透露，他将于美东时间周一中午1点（北京时间周二凌晨1点）在椭圆形办公室举行“有军方”参加的新闻发布会。 目前白宫方面未透露新闻会的内容，但外界预期与伊朗事务相关。 此前，特朗普曾在社交平台上表示，美军从伊朗深山中救出了“身负重伤、英勇无畏的F-15战斗机机组人员/军官”，“所有人都展现出了惊人的勇气和才能”。媒体分析称，此次新闻发布会或是为了表彰此次救援行动。

格隆汇4月6日｜据伊朗媒体，德黑兰西部梅赫拉巴德机场附近传出爆炸声。

Asia markets brace for Trump's promised assault on Iranian infrastructure reuters.com

(3411153.MC) 公司概況及事件 Yahoo 財經

房地产行业价值链的七个环节重构过程，是中国房地产从“实然”回归到“应然”的过程；这条价值链被重新写完的过程，是房地产的新发展模式完整形成的过程 中国房地产正处于新旧交替的切换点上。 旧模式难以为继，对此，行业内外已形成共识。 但该共识并不来源于对新模式的认识——事实上，行业对新模式的认知很模糊；而是来源于一系列灵魂拷问——为什么行业出现系统性爆雷？为什么行业在2008、2011、2014、2018年的低谷和危机中，没有形成纠偏机制？为什么行业的融资结构几乎都是债权，从而让风险向金融蔓延？ 回答旧模式难以为继的问题，不能仅仅批判三高模式（高负债、高周转、高杠杆）；不能仅仅反思以土地为抵押、以金融为杠杆、以房价上涨为预期的自我加强型循环。 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。

Samira Muhammadi hopes an international investigation can “extinguish” her pain after a Pakistani bombing killed her son and hundreds of other Afghans in the capital Kabul last month. The March 16 attack hit a drug treatment centre and killed 411 people, according to Afghan officials. A United Nations source, speaking on condition of anonymity, said they had verified at least 250 killed, with more still missing. “There should be investigations on this … Like me, many mothers lost their sons,...