Source: Bloomberg, 49:20

巴基斯坦警方消息人士3日向记者证实，该国西北部开伯尔-普什图省当天凌晨发生一起爆炸事件，造成至少5人死亡、多人受伤。（新华社）

Center for International Policy Vice Chair Joe Cirincione discusses President Trump feeling the pressure as oil continues to surge on prolonged war fears, and why Iran should make a deal before it's 'too late.' He talks with Scarlet Fu and Katie Greifeld on "The Close" (Source: Bloomberg)

The nearest U.S. crude oil delivery contract traded Thursday at the biggest premium in history over the subsequent month, after President Donald Trump vowed to bomb Iran for weeks . West Texas Intermediate prices for May delivery rose more than 11% to close at $111.54 per barrel, or more than $13 above the June price of $98.04 per barrel. It is the biggest spread between the front month and second month in history dating back to 1983. U.S. crude oil prices fell 1.24% on Wednesday to close at $100.12 a barrel before Trump's national address on the war. Trump's previous suggestions that war could quickly end have been effective at depressing prices, said Bob McNally, president of Rapidan Energy. @CL.1 YTD mountain WTI year to date The market had the perception that this nightmare can't go on, McNally said. Prices started rising during Trump's speech as it became clear that a quick end to the war was not in sight. "I suspect there's a lot of shorts who were betting on Trump declaring a ceasefire of some sort and they were sort going into the close," McNally said. "The speech was bullish and so now we're seeing some short covering in the May contract on the settle." Also Thursday, the spot price for current physical cargoes of Brent crude oil soared to $141.36, the highest level since the 2008 financial crisis , according to S & P Global, which tracks the data. The spot price reflects the demand for Brent oil that will be delivered in the next 10 to 30 days. The high price for more immediate oil deliveries points to the tightness of physical supply right now due to the huge disruption trigged by the Iran's closure of the Strait of Hormuz .

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Ethan Allen Interiors Chairman, President, & CEO Farooq Kathwari discusses the impact tariffs continue to have on US retailers, and how 'cautious' consumers are still looking to buy. he talks with Katie Greifeld and Scarlet Fu on "The Close." (Source: Bloomberg)

georgeclerk/E+ via Getty Images Franklin FTSE Taiwan ETF ( FLTW ) on the surface looks like a nice way to get broad exposure to a dynamic emerging market. However, its extreme concentration in AI infrastructure with 21.7% in Taiwan Semiconductor Manufacturing Company Limited ( TSM ) alone means it’s heavy on chips, packaging, servers, and power. It’s essentially a semiconductor and artificial intelligence infrastructure bet padded by some financials, which make up 15% as a sector. Investors should therefore know what they’re getting into before committing. Due to an already impressive rally and the cyclical nature of the product, I rate FLTW a Hold. Holdings Concentration Right off the bat we can see that Tech makes up more than 72% of holdings , followed by financials at 15%. Names like MediaTek, Hon Hai Precision Industry Co., Ltd. ( HNHAF ) (better known as Foxconn), Delta Electronics ( DLEGF ), and ASE Technology Holdings Co., Ltd. ( ASX ) are also AI-adjacent, and mostly operate in the hardware supply chain. These companies account for some 21% of holdings which together with Taiwan Semiconductor makes 44.4%. You’re not getting QQQ-like exposure to software and platforms, but are in the tech sleeve purely banking on infrastructure. FLTW tracks the FTSE Taiwan Capped Index, which is market-cap weighted and limits how big the concentration of any one stock or sector can get. However, due to the nature of the market cap methodology and index rules, the fund is naturally geared towards the tech sector. It rebalances every quarter, which means that the top holdings retain their dominance and AI infrastructure is the main focus. Although financials provide some broader exposure and dividends, and small index adjustments can change weights slightly (1-3%), investors must keep in mind that the composition of the ETF is likely to stay structurally geared towards the top holdings. Taiwan Semiconductor is not only the largest holding, but the earnings engine that drives a...

Oil prices remained elevated, however, having soared after a national address late Wednesday from President Donald Trump, where he vowed the U.S. will continue to attack Iran and failed to offer a clear timetable for ending the conflict in the Middle East. The Nasdaq composite rose 38.23 points, or 0.2%, to 21,879.18. The Russell 2000 index of smaller companies rose 17.67 points, or 0.7% to 2,530.04.

Verizon has benefited from a flight to safety and from strong initial reception to new corporate direction. But progress “still needs to be proven over multiple quarters.”

pictafolio/E+ via Getty Images Applied Optoelectronics ( AAOI ) surged 20% by the end of market trading on Thursday as the fiber-optic networking company inked a sizable deal. It was up another 5% during early post-market trading. The Sugar Land, Texas-based company confirmed today it received a new $71M order for 800G single-mode data center transceivers from one of its major hyperscale customers. This customer has now made $124M in orders since mid-March. "This increased order for our 800G transceivers reflects both the customer's confidence in AOI and the growing demand for 800G optics," said Thompson Lin , founder and CEO of Applied Optoelectronics. "Following product qualification, we expect to begin delivering both the initial order—totaling more than $53 million—and this additional order in the second quarter. We anticipate completing delivery of the initial order in the third quarter, with this new order by the end of this year. We also recently shipped the first 10,000 units of an 800G single-mode transceiver order to another hyperscale data center customer." Shares of Applied Optoelectronics have rocketed 200% year-to-date. However, it has been volatile over the past month, with closing prices ranging from $84 to $127 over that time frame. 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 Applied Optoelectronics secures $71 million order for 800G transceivers Memory, storage and optical stock declines drag down chip sector

【有線新聞】周日是清明節，不少人提早掃墓。 在柴灣華人永遠墳場，市民帶同元寶蠟燭等用品拜祭先人。運輸署提醒，多個墳場在清明節前後都會封路，並提供特別巴士服務接載。

周四美股成交额第1名 特斯拉 收跌5.44%，成交292.47亿美元。特斯拉一季度交付不及预期，电动车市场持续承压。该公司公布的2026年第一季度交付数据低于华尔街预期，这是该公司连续第二个季度未能达到市场预估，反映出传统汽车业务面临的持续挑战。 特斯拉周四宣布，2026年第一季度全球交付量为358023辆。这一数字低于分析师平均预期的372160辆，也低于Visible Alpha的368903辆预期。 分车型来看，Model 3和Model Y合计交付341893辆，同比增长约5.6%。其他车型（包括Cybertruck以及即将停产的Model S和Model X）交付16130辆。 第2名英伟达收高0.93%，成交248.44亿美元。周四有报道称，因算力紧张，英伟达四年前发布的H100租赁费用近半年竟然飙升近40%。 该报道称，英伟达在2022年3月GTC上发布、同年秋季开始出货的产品H100芯片在租赁市场迎来身价“V型”反转的高光时刻。 据半导体研究机构SemiAnalysis周四推出的“H100一年期租赁合约价格指数”，这款“老芯片”的租赁合约价格从2025年10月触及每小时1.7美元后，已经在今年3月飙升至每小时每块GPU 2.35美元，飙升近40%。 第3名 美光 收跌0.44%，成交182.98亿美元。瑞穗称美光、 闪迪 抛售过度，重申“跑赢大盘”评级。该机构正在反驳近期美光科技和闪迪的抛售行情，认为投资者对潜在“存储周期见顶”的担忧可能被夸大。 在给客户的一份报告中，瑞穗分析师维贾伊·拉凯什表示，这两只个股的疲软可能反映的是市场情绪而非基本面，并指出与人工智能相关的结构性需求驱动因素可能持续增强而非消退。 拉凯什强调了AI效率方面的最新进展，包括2025年首次探索的TurboQuant——现在有更多结果显示其推理性能得到改善——以及 谷歌 新发布的算法。他认为，这类进步可能强化一种熟悉的模式：更高的效率驱动更大的使用量。他引用了以往的周期——虚拟化最终增加了服务器需求，以及2025年DeepSeek推出之际，尽管最初有人担心增长放缓，但AI增长反而加速。 展望未来，拉凯什指出了多项可能进一步支撑存储需求的技术变革，包括从铜缆向带宽显著更高的光网络过渡——他认为这可能会增加而非减少AI服务器的资本支出。他还指出，KV缓存压缩技术有望支持更大规模的语言...

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Ingersoll Rand Inc (Symbol: IR) has taken over the #302 spot from Xylem Inc (Symbol: XYL), according to The Online Investor. Market capitalization is an important dat

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Prudential Financial Inc (Symbol: PRU) has taken over the #274 spot from Kimberly-Clark Corp. (Symbol: KMB), according to The Online Investor. Market capitalization i

总台记者4月2日获悉，俄罗斯总统助理乌沙科夫当天接受俄媒采访时表示，霍尔木兹海峡对俄罗斯开放。乌沙科夫表示，中东局势严峻。他还表示，美方并未就调解中东局势向俄方提出诉求。（央视新闻）

First-quarter deliveries fall short of 372,160 estimates despite 6.3% year-over-year growth

格隆汇4月3日｜美国中央司令部否认伊朗声称“在霍尔木兹海峡的格什姆岛击落了一架‘敌方’战斗机”的说法。

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, HP Inc (Symbol: HPQ) has taken over the #391 spot from PTC Inc (Symbol: PTC), according to The Online Investor. Market capitalization is an important data point for i

格隆汇4月3日｜美国中央司令部否认伊朗声称“在霍尔木兹海峡的凯什姆岛击落了一架‘敌方’战斗机”的说法。

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Arch Capital Group Ltd (Symbol: ACGL) has taken over the #270 spot from Block Inc (Symbol: XYZ), according to The Online Investor. Market capitalization is an importa

“袭击包括未完工桥梁在内的民用设施，不会迫使伊朗人投降，”伊朗外交部长阿巴斯·阿拉格在X平台发文表示。 美国总统唐纳德·特朗普此前表示，伊朗“最大的”桥梁已经“倒塌，再也无法使用 —— 后续还会有更多行动！” 责任编辑：丁文武

BCC Cedola Reale Marzo 2020 (IT0005105405.MI) 風險 Yahoo 財經

【有線新聞】伊朗一條未完工大橋遭轟炸，至少8人死亡、95人受傷，總統特朗普警告攻擊陸續有來。逾40國敦促伊朗立即無條件重開霍爾木茲海峽，聯合國安理會將表決巴林的草案，授權各國使用防衛武力，確保船隻在海峽安全通行。 位於伊朗卡拉季市的B1大橋，發生爆炸後冒出大量濃煙，部分路段斷開，出事時附近有不少民眾野餐慶祝新年。伊朗官媒報道，這條大橋尚未完工，將會是連接卡拉季及首都德黑蘭的主要幹道。《紐約時報》引述美國官員指，美軍今次攻擊目的是切斷伊朗武裝部隊軍備補給，總統特朗普發文警告攻擊陸續有來，聲稱伊朗要盡快達成協議，否則會太遲。下一目標或是其他大橋和發電廠，又敦促伊朗新領袖盡快完成應做的事，但沒有交代詳情。 伊朗外長阿拉格齊在社交平台，發放大橋斷開的相片，重申美國攻擊民用設施，不會迫使伊朗投降。革命衛隊發放片段，顯示有導彈貼上嘲諷特朗普及反美宣傳單張。部隊之後發射導彈，宣稱再襲擊甲骨文及亞馬遜位於阿聯酋迪拜及巴林的數據中心報復，不過迪拜政府否認數據中心遇襲。 英國等逾40國召開視像會議，敦促伊朗立即無條件重開霍爾木茲海峽，不排除透過制裁施壓，又可能跟國際海事組織合作，協助滯留海峽的商船通行。伊朗稱正與阿曼草擬協議，共同監管霍爾木茲海峽航運。

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

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