Can INTC's Advancements in AI Inference Bolster Its Market Position? tradingview.com

伊朗方面称，与阿曼起草霍尔木兹海峡通行的协议。国际原油价格快速走低，WTI原油涨幅收窄至7%以内，此前涨超13%。截至发稿，WTI原油涨7%，报107.558美元/桶；布伦特原油涨4.61%，报105.824美元/桶。（财联社）

Director and producer is co-creator of You Are Here, a one-day immersive theatrical event traversing 75 years of youth culture Out of chaos come great cultural movements, according to the director and producer Danny Boyle , who will inflict a little curated chaos on London’s Southbank Centre with what has been described as an “epic, one-off pop culture spectacular”. Boyle, whose 2012 London Olympics opening ceremony drew on the rich thread of British culture, is the co-creator and director of You Are Here , a one-day immersive theatrical event traversing 75 years of youth culture and social movement: think teddy boys, Lovers’ Rock, punk, Ziggy Stardust, rave, acid house, the spoken word, Brit pop, ballroom to name a few. Continue reading...

据港交所文件：武汉滨会生物科技股份有限公司 - B向港交所提交上市申请书。

Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) both reported fiscal second-quarter results within a day of each other in late January 2026, and the two quarters reveal two very different bets on what drives technology growth. One is monetizing a massive installed base of loyal hardware users. The other is building the infrastructure layer for an AI-driven ... Microsoft vs. Apple: $30B AI Buildout vs $85B iPhone Surge

TexBr/iStock via Getty Images For those of you who thought we were going to get an exit ramp from President Trump last night when he addressed the nation in a prime-time speech, you must be heavily disappointed. Not only was there no definitive timeline suggesting that the Trump administration is committed to achieving a ceasefire anytime soon, Trump also laid out a path for further and potentially more painful escalation (for Iran), which we know could involve striking Iranian power infrastructure. That would almost certainly mark a substantially more intensified phase in the current Iranian war. However, Trump has also maintained the olive branch that he had offered to the Iranian leaders, urging them to come to the negotiating table and meet U.S. demands. While the public posturing is decidedly hawkish, I believe the backchannel talks, reportedly facilitated by Pakistani interlocutors, may not look as bellicose as either the U.S. or Iran would want us to believe publicly. Still, while both sides have good (enough) reasons to come to the table and strike an agreement to de-escalate, it remains to be seen whether the U.S. is satisfied with the objectives it has achieved so far in this campaign. Although it does seem that Iranian military capabilities have been badly wrecked, the fact that the IRGC can still mount a somewhat strong response and launch missiles and drone strikes at its Middle Eastern neighbors and U.S. forces. It clearly indicates that Iran continues to retain and pose a sufficiently lethal threat through the remnant forces hiding in highly secretive underground bases or in mountainous regions that are difficult to detect and destroy across Iran’s sprawling terrain. Moreover, Iran’s gambit of holding the world hostage by shuttering the Strait of Hormuz has arguably worked very effectively. The U.S. is finding it extremely challenging to reopen the conduit under current circumstances without the optionality and capability that a ground invasion maneuv...

SlavkoSereda/iStock via Getty Images U.S. crude oil futures skyrocketed past $110/bbl Thursday after President ‌Trump rattled markets with his promise to escalate attacks on Iran over the next 2-3 weeks, sparking fears of prolonged disruptions to oil supply. Meanwhile, French President Macron ‌said it would be " unrealistic " to launch a military operation to force open the Strait of Hormuz, after Trump challenged countries most impacted by the shutoff to work towards reopening it. U.S. front-month Nymex crude ( CL1:COM ) for May delivery surged 11.3% to $111.49/bbl, the highest in four years, and front-month Brent crude ( CO1:COM ) for June delivery soared 7% to $108.28/bbl, still below highs near $120 touched earlier in the conflict. Oil and gas equities, which fell sharply in the previous session, turned broadly higher in Thursday's trading - although below highs posted at the open - led by Diamondback Energy ( FANG ) up 3%, Texas Pacific Land ( TPL ) up 2%, ConocoPhillips ( COP ) up 1.9%, Chevron ( CVX ) up 1.8%. Markets are reacting to the absence of any "clear mention of ceasefire or diplomatic engagement" in the speech, Phillip Nova senior analyst Priyanka Sachdeva said in a note. "If tensions intensify or maritime risks increase, oil could test fresh ​highs as markets price in potential supply disruptions." OPEC+ reportedly will consider a further oil output increase when eight members meet on ‌Sunday, a move that would position key producers to add more barrels if the Strait of Hormuz reopens. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( XLE ) More on Crude Oil Futures, Brent Futures, etc. Go Get Your Own Oil: The False Promise Of Peace Commodities: Oil Falls Below $100 On Optimism Over Iran War WTI Outlook: Brent-WTI Falls To 2026 Lows. Oil Corrects As War Resolution Nears The best hedge against oil-based inflation is oil itself – strategist Brent crude oil could average $113/bbl in Q2 – Oxford Economics

The Dow Jones index sold off Thursday on Trump's Iran speech as oil prices surged. Tesla stock skidded on deliveries.

财联社4月2日讯（编辑 史正丞） 正因买不到变压器、燃气轮机陷入建设困境的美国数据中心，又迎来新的逆风——随着中期选举临近，各州刮起一股“暂停建设新数据中心”的立法浪潮。 作为“吃螃蟹”第一州， 美国东北部的缅因州有望成为首个禁止新建大型数据中心的地区 。该州的众议院于3月通过一项法案，要求到2027年11月前禁止新建规格超过20兆瓦（相当于1.5万家庭供电量）的数据中心，以便该州评估此类开发对电网和环境的影响。 这项法案预计能顺利通过民主党掌控的缅因州参议院，民主党人州长詹妮特·米尔斯也表态称 有条件地支持这项冻结措施 。她的条件是冻结法案授予已经在当地规划的一处数据中心豁免。 米尔斯的一位发言人对媒体表示，该项目预计将为当地带来急需的就业机会、经济活动和税收收入。在今年底的选举中，米尔斯将参与美国参议院席位的竞争。 毫无疑问，人工智能崛起对生活成本（电费）的压力，正成为今年中期选举前一个重大议题。 由于担心数据中心加剧本地电力资源的压力并推高电价，包括 纽约、南卡罗来纳、俄克拉荷马等州在内，美国至少还有10个州的立法者正在推进类似政策。 作为美国数据中心开发重镇之一，俄亥俄州的活动人士正在收集签名，力争将一项禁止建设数据中心的公投送上11月的选票。 除了州一级的立法外，密歇根州和印第安纳州的一些市镇和县已经自行实施了冻结政策。丹佛、底特律等大城市也在考虑类似禁令。 尽管缅因州的立法在修正过程中可能会遇到阻碍，但在一些政治操盘手看来，该州落地某种形式的禁令已经是板上钉钉的事情了。 缅因州法律与游说公司Preti Flaherty的律师托尼·巴克斯顿表示：“ 这是政治现实，选民对数据中心和人工智能有非常强烈的恐惧感。 ” 缅因州威斯卡塞特和刘易斯顿等城镇近期曾提出过建设新数据中心项目，但在当地居民反对后被迫暂停或完全取消。 与此同时，美国的数据中心开发商也对类似的立法动态保持警惕。与数据中心开发商合作的选址顾问Tracey Hyatt Bosman表示，为数据中心设限的地方拟议法规是“红色警报”，确实正在限制可能的选址范围。 在美国国会层面，佛蒙特州独立参议员伯尼·桑德斯和纽约州民主党众议员亚历山德里娅·奥卡西奥-科尔特斯上个月公布在全国范围内暂时暂停数据中心建设的立法提案。

Some experts believe it highlights a social media shift as platforms boost short video.

格隆汇4月2日｜伊朗：正与阿曼起草霍尔木兹海峡通航协议。

美国达拉斯联储主席Lorie Logan（2026年FOMC票委）：对（剔除住房的）核心服务的通胀感到忧心忡忡。

格隆汇4月2日｜美联储洛根：支持美联储在最近的FOMC会议上维持利率不变。

格隆汇4月2日｜英国石油公司任命Carol Howle为副首席执行官，并表示她将监督公司正在进行的投资组合审查和战略制定。在Meg O'Neill于周三就任首席执行官一职之前，Howle曾担任临时首席执行官。一年前，英国石油公司在进军可再生能源领域失败后，重新将重点转向石油和天然气领域，目前正在进行重大战略调整。该公司从计划中的可再生能源项目中削减了数十亿美元，承诺到2027年剥离200亿美元的资产，并减少债务和成本。

格隆汇4月2日｜据伊朗迈赫尔通讯社，被称为中东最高桥梁、伊朗标志性工程杰作的伊朗卡拉季市贝伊克公路桥，2日遭美国和以色列袭击受损。报道说，美以当天的袭击目标是贝伊克公路桥，该桥是伊朗工程界的标杆项目，被称为全球最复杂的工程成就之一，属于德黑兰-卡拉季交通走廊的核心道路基础设施，原计划于近期正式投入运营。

Guido Mieth Higher rates are a growing headwind for stocks: the higher they go, the more pressure they put on equities. After a month of conflict, strategists are likely to start lowering year-end targets as oil prices keep inflation fears alive and the market stays focused on just one big issue. For now, the best approach is to ride out the volatility by owning stocks with strong company-specific strength, experts suggest. From a quant view, that means names with high return on equity and solid EPS growth. Below is a list of the top 10 small-cap stocks across various sectors, including REITs, education, and financials, ranked by their year-over-year return on equity growth. The list is topped by Postal Realty Trust, Inc. ( PSTL ), with a year-over-year ROE growth of 98.89%. American Public Education, Inc. ( APEI ) and WisdomTree, Inc. ( WT ) follow closely behind, with Willdan Group, Inc. ( WLDN ) and Southern First Bancshares, Inc. ( SFST ) rounding out the top five. The list also features notable performers from the utilities, technology, and automotive sectors. Suburban Propane Partners, L.P. ( SPH ), EverQuote, Inc. ( EVER ), and Red Violet, Inc. ( RDVT ) all demonstrate strong ROE growth, while many of the companies on this list maintain excellent EPS revision grades, with several earning A+ ratings. Here is the list: Postal Realty Trust, Inc. ( PSTL ), YOY ROE growth: 98.89%, EPS revision: A+ American Public Education, Inc. ( APEI ), YOY ROE growth: 94.93%, EPS revision: A- WisdomTree, Inc. ( WT ), YOY ROE growth: 89.38%, EPS revision: A Willdan Group, Inc. ( WLDN ), YOY ROE growth: 87.51%, EPS revision: A+ Southern First Bancshares, Inc. ( SFST ), YOY ROE growth: 79.82%, EPS revision: A Suburban Propane Partners, L.P. ( SPH ), YOY ROE growth: 79.73%, EPS revision: A- EverQuote, Inc. ( EVER ), YOY ROE growth: 78.81%, EPS revision: A+ Red Violet, Inc. ( RDVT ), YOY ROE growth: 73.00%, EPS revision: A+ ePlus inc. ( PLUS ), YOY ROE growth: 67.05%, EPS revision: ...

伊朗媒体IRNA援引副外长Gharibabadi报道称，伊朗与阿曼起草关于霍尔木兹海峡通航的协议。 目前，WTI原油跌破107美元/桶关口，报106.83美元/桶；布伦特原油期货涨幅收窄至大约5%，一度回撤至105.32美元。 现货黄金5分钟内上涨24.41美元/盎司，报4687.55美元/盎司。 标普500指数和纳斯达克100指数迅速转涨。 新兴市场外汇指数转涨，巴西雷亚尔、哥伦比亚比索走高，墨西哥比索、南非兰特跌幅收窄。 英国国债价格跌幅收窄，10年期英债收益率目前报4.83%、日内稍早曾达到4.94%。

Source: Bloomberg, 0:00

达拉斯联储行长洛里·洛根（Lorie Logan）周四阐述了美国央行缩减其资产负债表规模的路径和选项。她在讲话中指出，当前体系运作良好，但美联储可以通过改变监管规定等方式进一步推动缩表。 现行体系运作良好，但缩表空间仍存 洛根表示，美联储当前管理金融流动性的体系旨在提供“充裕”的准备金水平，这一体系“高效且有效”。不过她也指出，在现行体系下仍有多种方式可帮助缩减美联储的资产持有规模，其中许多措施涉及金融机构管理现金储备的规则调整。 通过监管调整降低准备金需求 洛根指出，近期美联储内外部研究显示，通过监管调整促使银行持有更低水平的准备金，美联储可在不改变现行“充裕准备金”框架的情况下进一步缩减资产负债表。她表示认同这一思路，并称当前美联储正开展工作，使准备金管理在压力时期“更高效”。 低效使用准备金应予避免 洛根还指出，一些流动性规则虽然在账面上增加了准备金，却并未真正提升金融体系的安全性，因为银行在危机期间往往不愿动用这些储备金。她对此评论称：“这是美联储资产负债表的低效使用，我们完全可以避免这种情况。” 缩表背景与展望 值得注意的是，洛根发表此番讲话之际，美联储实际上正处于扩表阶段。美国疫情期间，美联储资产负债表一度飙升至约9万亿美元的历史峰值。此后虽启动量化紧缩（QT），但于2025年底因影响货币市场利率稳定而暂停，并转为购买短期国库券以补充市场流动性。 美联储理事米兰（Miran）此前曾表示，美联储资产负债表存在缩减1万亿至2万亿美元的现实路径，但这一过程“可能耗时数年”。 责任编辑：张俊 SF065

J. Michael Jones/iStock Editorial via Getty Images The strength of the Chili’s segment will continue to drive growth for Brinker International ( EAT ) with KeyBanc expecting this momentum to continue in FY27, driving wider margins and higher valuation for the stock. This earned the company an upgrade to Overweight from Sector Weight and a $177 price target that represents 23% upside to Wednesday’s closing price. “We believe underlying sales trends for Chili’s have remained strong in recent months, despite interruption by severe winter weather,” writes KeyBanc analyst Christopher Carril, modeling same restaurant sales for the chain at +6% for Q4 2026 (versus +5.8% consensus) and +5.6% in FY27 (versus +4.2% consensus). Coupled with corresponding margin expansion, Carril anticipates a tailwind to multiple expansion as shares currently trade below recent historical and peer averages. This upbeat outlook is amplified by key top-line drivers, including a new chicken sandwich platform launching at Chili’s in April, new menu upgrades and innovations, continued marketing support, and the “ongoing benefit from a service model that has seen substantial investment and improvement in recent years.” Carril also raised his estimates for fiscal 2026 EPS to $10.72 from $10.65 (consensus $10.71) and revenue estimates to $5.82B from $5.81B ($5.81B consensus estimates). Brinker International ( EAT ) will report fiscal Q3 results before the open on April 29, expected to have earned an adjusted profit of $2.88 per share on $1.48B in revenue. More on Brinker Brinker International: Revenue Growth, Margin Stability, And Buybacks Reinforce Buy Case Brinker International: Crisp Results, Traffic Gains, Still Room To Turn Up The Heat Brinker International, Inc. 2026 Q2 - Results - Earnings Call Presentation Chili's sizzle is eating fast food's lunch Brinker raises fiscal 2026 guidance to $5.76B-$5.83B amid strong Chili's performance and expanded reimage rollout

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Deutsche Bank Elevates Broadcom (AVGO) and Applied Materials (AMAT) to Premier Tech Selections Blockonomi

格隆汇4月2日｜美国天然气期货下跌，此前美国能源信息署（EIA）公布天然气库存增幅略高于预期。