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瑞士百达财富管理高管:特朗普关税影响最大时期或已过去,地缘变局下现金为王

第一财经 📅 04/02 12:04
对于市场目前越来越担心美国经济是否会陷入滞涨的风险,谭思德坦言,或许会出现。 今年年初,各大机构一度预计全球多资产今年将录得亮眼表现。但随后,人工智能(AI)颠覆式交易兴起、此前暴雷的私募信贷市场情况并未得到缓解,新的地缘政治冲突再度来袭。全球市场环境发生巨变。 对于投资者而言,此次冲突会如同以往地缘政治冲突一般仅是短期影响市场,还是会长期、结构性地改变投资逻辑?投资者是否需要基于此重新调整投资组...

美油期货暴涨6%

格隆汇 📅 04/02 12:03
格隆汇4月2日|WTI原油期货暴涨6%,现报105.07美元/桶。

战争下的美股新规律:标普500指数每逢周四开启大跌

格隆汇 📅 04/02 12:03
格隆汇4月2日|中东冲突已持续五周,这场战争不仅给全球经济带来巨大冲击,也令美国股市形成了一种可预测的模式:每周开局走势强劲,周中逐渐趋于横盘,然后到了周四和周五准时大跌。类似走势或多或少在欧洲、新兴市场股票、甚至一些美国国债中也都上演,不过,在标普500指数中体现得尤为明显。自伊朗战争爆发以来,该指数每周前三天录得累计涨幅,但开战以来的周四和周五跌幅总计9%。专家表示原因很简单。周末意味着投资者...

医生版龙虾来了 百度健康押注“有医助理” 对标OpenEvidence

财联社 📅 04/02 12:03 9988.HK9888.HK700.HK
财联社4月2日讯(记者 卢阿峰) 在生成式AI经历两年快速迭代后,医疗领域正从“模型能力展示”转向“真实场景落地”。在这一背景下,百度健康今日上午正式发布面向医生群体的AI产品“有医助理”,并首次提出“检索+任务执行”的双引擎架构,试图在医疗AI从“信息工具”向“工作流工具”演进过程中占据一席之地。 百度健康方面向财联社记者介绍,“有医助理”定位为医生专业智能助理,亦被定义为“国内版超级OE(Op...

格隆汇4月2日|IBM宣布与Arm达成战略协作,携手塑造企业计算的未来。

格隆汇 📅 04/02 12:03
格隆汇4月2日|IBM宣布与Arm达成战略协作,携手塑造企业计算的未来。

AMD Medusa Point emerges from the fog of leaks: 10 Zen 6 cores, 32 MB L3 cache, and first traces in monitoring data - igor´sLAB

Google 📅 04/02 12:02 AMD.O
AMD Medusa Point emerges from the fog of leaks: 10 Zen 6 cores, 32 MB L3 cache, and first traces in monitoring data igor´sLAB

格隆汇4月2日|海湾国家考虑修建新输油管道以避开霍尔木兹海峡。

格隆汇 📅 04/02 12:02
格隆汇4月2日|海湾国家考虑修建新输油管道以避开霍尔木兹海峡。

威院輔助生育技術中心疑氣體洩漏 女職員不適

i-cable 📅 04/02 12:02
【有線新聞】沙田威爾斯醫院內中大輔助生育技術中心下午有氣體洩漏,一名女職員不適。 消防危害物質專隊到場,派出遙控機械狗協助搜尋氣體洩漏源頭。下午3時許,警方接獲報案,指醫院特別大樓懷疑洩漏不明氣體。涉及的中大輔助生育技術中心約60名職員自行疏散,一名女職員自行到急症室求診。警方正調查事故原因。

Palantir Shares Gain on Stellantis AI Deal & Government Contracts | 2026 - News and Statistics - IndexBox

Google 📅 04/02 12:02 PLTR.O
Palantir Shares Gain on Stellantis AI Deal & Government Contracts | 2026 - News and Statistics IndexBox

Palantir Shares Gain on Stellantis AI Deal & Government Contracts | 2026 - News and Statistics - indexbox.io

Google 📅 04/02 12:02 PLTR.O
Palantir Shares Gain on Stellantis AI Deal & Government Contracts | 2026 - News and Statistics indexbox.io

特朗普击碎和平指引 金价继续承压

格隆汇 📅 04/02 12:01
格隆汇4月2日|澳新银行高级大宗商品策略师Daniel Hynes表示,在特朗普发表讲话后,任何关于伊朗冲突将如何结束的明确指引都已幻灭。他指出:“这使得风险偏好遭受了打击。”在避险情绪笼罩下,黄金价格出现下跌,原因是投资者担心油价上涨将推高通胀,导致降息次数减少,甚至可能引发加息。Hynes表示:“虽然黄金可能仍受制于市场的风险偏好水平,但我确实感觉到焦点正开始从货币政策结果转向经济背景的前景。...

格隆汇4月2日|澳大利亚竞争与消费者委员会:警告燃油零售商应尽快全额传导联邦政府的各项燃油税减免措施。

格隆汇 📅 04/02 12:01
格隆汇4月2日|澳大利亚竞争与消费者委员会:警告燃油零售商应尽快全额传导联邦政府的各项燃油税减免措施。

NHS staff boycott Palantir’s data platform over ethical concerns - Financial Times

Google 📅 04/02 12:01 PLTR.O
NHS staff boycott Palantir’s data platform over ethical concerns Financial Times

美元兑瑞郎涨0.5%

格隆汇 📅 04/02 12:01
格隆汇4月2日|美元兑瑞郎USD/CHF日内涨幅扩大至0.5%,现报0.7979。

港股午评:恒生指数跌1.1%,恒生科技指数跌2.2%

同花顺 📅 04/02 12:01
港股午间收盘,恒生指数跌1.1%,恒生科技指数跌2.2%。恒指港股通ETF银华(159318)跌1.42%,港股通科技ETF鹏华(159751)跌1.4%。板块方面,能源设备与服务、电气设备板块涨幅靠前;客运航空公司、酒店和度假村REIT板块跌幅靠前。个股方面,极视角涨20.6%,优然牧业涨8.04%,现代牧业涨7.8%,鸣鸣很忙涨7.0%,奇瑞汽车涨6.98%;智谱跌13.39%,海致科技集团跌...

港股午评:恒指跌超1%,科技金融集体低迷,石油煤炭活跃

格隆汇 📅 04/02 12:01
格隆汇4月2日|特朗普讲话指向局势升级,港股上午盘三大指数集体走弱,恒指跌1.1%险守25000点,国指跌0.99%,恒生科技指数跌2.2%。权重科技股全线下跌大市再度承压,其中小米跌超4%,阿里巴巴、美团跌超3%,昨日大幅反弹的航空股继续弱势,半导体股、中资券商股、保险股、内房股、苹果概念股齐跌。另外,商务部等部门开展中央储备冻猪肉收储,猪肉股终见反弹,铝业股、煤炭股、石油股活跃。(格隆汇)

有證券業人士稱大市在24500點有支持

无线新闻 📅 04/02 12:01
有證券業人士認為,大市在24,500點有支持。 輝立證券董事黃瑋傑說︰「市場本來憧憬美伊很快結束戰事,但今早在本港時間上午特朗普在美國發表全民全國講話,又令到對於美伊戰爭結束預期出現變數,所以股市再度回軟。如果250天線、甚至25,000點再次失守的話,下方支持位看24,500點至24,700點。」

格隆汇4月2日|彭博数据显示,在3月驶出霍尔木兹海峡的油轮中,有80%是伊朗籍或与伊朗友好国家的油轮。

格隆汇 📅 04/02 12:01
格隆汇4月2日|彭博数据显示,在3月驶出霍尔木兹海峡的油轮中,有80%是伊朗籍或与伊朗友好国家的油轮。

日债拍卖遇冷 折射通胀焦虑与紧缩预期

格隆汇 📅 04/02 12:01
格隆汇4月2日|数据显示,日本10年期国债拍卖录得自去年5月以来最疲软的需求,原因是油价再度上涨加剧了通胀担忧,并抑制了投资者的入市意愿。在本次新债发售中,投标倍数从上月的3.3降至2.57,不仅低于预期,也低于3.28的12个月平均水平。受此影响,现有的10年期和30年期国债价格出现下跌。周四,全球债券收益率普遍攀升。此前,特朗普表示,美国将在未来两三周内对伊朗实施极其猛烈的打击,这打击了市场对...

Indonesia earthquake damages buildings, but tsunami alerts have been lifted

Investing 📅 04/02 12:01

法国实施含尼古丁口含类产品禁令

同花顺 📅 04/02 12:00
根据法国政府颁布的法令,4月1日起,将在全法实施含尼古丁口含类产品禁令,除相关药品和医疗器械外,生产、运输、销售、购买、持有和使用这类产品均属非法。(新华社)

东莞证券再更新招股书,新班子履新一年业绩如何? IPO进程等待破冰

财联社 📅 04/02 12:00
财联社4月2日讯(记者高艳云) 东莞证券IPO进程迎来财报更新关键节点。 3月31日,拟在深交所主板上市的东莞证券更新招股书,主要为更新最新财务数据,公司2025年营收为33.86亿元,同比增22.99%;归母净利为12.45亿元,同比增34.89%。 东莞证券预计,今年一季度,公司总营收为8.61亿元至9.52亿元,同比增26.62%至39.95%;归母净利为3.31亿元至3.66亿元,同比增6...

Magnitude 7.4 earthquake hits off Indonesia, killing one

BBC News 📅 04/02 12:00
The quake struck between the islands of Manado and Ternate. Tsunami warnings have now been lifted.

伊朗外交部:伊朗已为所有情景做好充分准备

格隆汇 📅 04/02 12:00
格隆汇4月2日|据伊朗Press TV,伊朗外交部发言人Esmaeil Baghaei表示:“伊朗武装部队已为包括美国潜在地面进攻在内的所有情景做好了充分准备。每当美国人谈论外交时,所有人都应该持怀疑态度。”

The dark side of the balloon boom – is it time they were banned?

The Guardian 📅 04/02 12:00
From balloon arches at parties to mass balloon releases at funerals, these bits of floating rubber and plastic can have disastrous effects on wildlife. As some retailers are refusing to sell them, here are some alternatives I remember, as a child, hanging on to one specific party balloon for what seemed like years. I don’t remember how or where I acquired it, but it had initially floated high, bob...

Denmark’s unique political model is in crisis – I blame the boomerang effect | Rune Lykkeberg

The Guardian 📅 04/02 12:00
Voters rejected rule from the centre – but could end up with another centrist government We could be at the end of the road for the Danish method of democracy. Our style of parliamentary politics has been celebrated and admired internationally for many years, but last week’s general election has left it in crisis. The result was a vote of no confidence in a centrist government led by the Social De...

Endo dreams of sushi: a trip around Japan with one of the world’s greatest chefs

The Guardian 📅 04/02 12:00
Endo Kazutoshi spent decades climbing to the top of the culinary world, only for a devastating fire to threaten it all. I joined him in the aftermath as he travelled around his homeland, visiting the people that helped make him Endo Kazutoshi was on the train to Paris when he heard about the fire. A few hours earlier, at 2am, he had left his restaurant – the tiny, Michelin-starred sushi counter, E...

Sauna and cold plunge: where does the evidence stand? – podcast

The Guardian 📅 04/02 12:00
Saunas and cold plunge pools are popping up everywhere in the UK, bringing fiery heat and icy cold to a beach, city farm or park near you. Their users will be ready with all the reasons why it’s good for both the mind and the body. But what’s the evidence for the benefits of sauna and cold plunge? Madeleine Finlay hears from Ian Sample and from Dr Heather Massey, associate professor at the Univers...

Chris Rokos: the camera-shy billionaire behind the biggest UK university donation in modern times

The Guardian 📅 04/02 12:00
The 55-year-old is one of the most successful hedge fund managers of his generation When Chris Rokos decided to donate a record £190m to the University of Cambridge to set up a “school of government” this week, it became the latest mega project carried out in the hedge fund billionaire’s name. The publicity-shy tycoon has spent much of the last decade presiding over one of England’s most expensive...

‘Weak and pathetic’: why is the EU not using its leverage to stop Israel?

The Guardian 📅 04/02 12:00
Deep divisions on Israel mean the union has failed to act over Lebanon, Gaza, or settler violence in the West Bank The human costs of Israel’s attacks on Lebanon were plain to see when the Irish MEP Barry Andrews visited Beirut last month. He met people who had fled Israeli airstrikes and complied with evacuation orders in southern Lebanon. At makeshift shelters – converted schools – conditions we...
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