格隆汇4月1日｜在ADP私营部门就业数据公布后，美国国债收益率短暂走低；10年期美债收益率现跌1.4个基点，报4.297%。

Tesla, Inc. Shs Canadian Depositary Receipt Repr Shs Reg S Trade Ideas — FWB:TL01 TradingView

ADP Employment Reports Shows Better Than Expected Job Gains, Accelerating Wages Hiring and pay gains both held steady in March. The ADP National Employment report printed a better than expected +62k jobs added in March (+40k exp) and modestly down from an upwardly revised 66k in February. That is the ninth straight month of job gains. Source: Bloomberg The smallest employers drove job growth for a second month, while hiring in trade, transportation, and utilities continued to decline. "Overall hiring is steady, but job growth continues to favor certain industries, including health care. In March, this solid performance was accompanied by a boost in pay gains for job-changers," said Dr. Nela Richardson Chief Economist, ADP. “In March, this solid performance was accompanied by a boost in pay gains for job-changers.” Additionally, pay for job-stayers rose 4.5% in March Pay growth for job-stayers was unchanged for the third month. For job-changers, year-over-year pay gains accelerated to 6.6%... Certainly no signs yet of the AI displacement as the no hire, no fire (after JOLTS and Claims) economy chugs along. Tyler Durden Wed, 04/01/2026 - 08:24

MSFT Stock Today: April 01 NATO Rift, IRGC Threats Weigh on Big Tech Meyka

格隆汇4月1日｜美国抵押贷款利率连续第四周攀升，升至自8月以来的最高水平，打击了再融资和购房贷款活动。根据美国抵押贷款银行家协会周三发布的数据，在截至3月27日的一周，30年期抵押贷款合同利率上升14个基点，至6.57%。过去四周，该利率已飙升近0.5个百分点，创下自2024年以来的最大涨幅。该协会的购房抵押贷款申请指数连续第二周下滑，而再融资申请指标则再次大跌17.3%。与美国国债收益率挂钩的抵押贷款利率已明显上升，原因是伊朗冲突引发了人们对通胀上升的担忧。

Consumer confidence rises, but economic strain persists--ATO, AWR, FTS, NI stand out as defensive picks with solid earnings outlooks.

Following a careful analysis of the Zacks Oil and Gas - Exploration and Production - United States industry, we advise buying shares of FANG, PR, CHRD and MGY.

格隆汇4月1日｜富国银行将ARM目标股价从165美元上调至175美元。

格隆汇4月1日｜俄罗斯外交部：我们预计欧佩克+监督委员会将讨论油价上涨问题。

(RTTNews) - President Donald Trump suggested the war could be done within two or three weeks. President is reportedly addressing the nation on Wednesday.

hapabapa/iStock Editorial via Getty Images It's been a few months since my Sony ( SONY ) article . My first coverage was right after fiscal Q2 2026, and in short, my opinion of the stock was that, although it is a potential compounder with wide moats, it was not the time to buy. There were still some uncertainties regarding the gaming market, but mainly, the valuation was not good enough. Since then, SONY stock has declined 30%. So, now, the scenario seems completely different to me. The Valuation? Much better. There is already a margin of safety and asymmetry. But besides that, there are also important triggers for Sony in the coming quarters that can unlock a lot of value, and I think the market is not pricing this correctly, which makes the case even more appealing. For this reason, I am upgrading my rating on Sony to a buy. Sony: A Word About Recent Results and Moats Recapping the case a bit, the reason I like Sony a lot for the long term is its diversification into businesses with wide moats. Here, we truly have that meaning of a large Japanese conglomerate that was very famous a few decades ago. There is even a term for this, which I don't think is very famous today: Keiretsu, which focuses on various shareholdings simultaneously with a collaborative long-term focus. Sony is not a video game company. I also don't think it can be said to be exactly an entertainment company, although the majority of revenue today is related to the video game, movies, or music industry. Because besides these three, Sony is still a global leader in camera sensors (used in smartphones) and so on. The table below shows well how the revenue is diversified. We have strong revenue in games & network services, which comes from streams like hardware sales and services related to the PlayStation 5. But it is also possible to notice how Imaging & Sensing (the sensors mentioned earlier) is quite strong and has a high operating margin, which makes it still relevant in operating income (about...

(RTTNews) - Halliburton (HAL) and Sumitomo Corporation (8053.T) announced that Halliburton acquired Sekal AS. Sekal is specialized in digital drilling autonomy and, prior to Halliburton's acquisition, was a fully owned subsidiary of Sumitomo. The company said the acquisition adv

Oracle layoffs will help cost savings, analysts say CNBC

Watsco ( WSO ) declares $3.30/share quarterly dividend , 10% increase from prior dividend of $3.00. Forward yield 3.63% Payable April 30; for shareholders of record April 16; ex-div April 16. See WSO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Watsco Watsco, Inc. (WSO) Presents at JPMorgan Industrials Conference 2026 Transcript Watsco: An Undervalued HVAC/R Player With Double-Digit Dividend Growth Watsco, Inc. (WSO) Q4 2025 Earnings Call Transcript Watsco outlines technology-driven margin expansion and targets 30% gross margin as A2L transition stabilizes Watsco GAAP EPS of $1.68 misses by $0.21, revenue of $1.58B misses by $40M

(RTTNews) - Avantor, Inc.(AVTR), a provider of products and services to the life sciences and advanced technology industries, said on Wednesday that its chief financial officer, R. Brent Jones, will step down on or before June 24.

巴西国家石油公司已选定辉固(Fugro)为里约热内卢海上风电试点项目提供岩土工程场地勘察服务，该项目是南美洲首个进入正式环境许可程序的海上风电开发项目。 该18兆瓦的试点项目是该地区国家开始建立负责任的海上风电开发监管路径之际，实现能源多元化的重要一步。 辉固将在圣若昂达巴拉附近的近岸研究区域内工作，获取为安全高效设计提供依据所需的地质数据。工作内容包括在四个沿海和浅水地点进行土壤采样、原位测试和实验室分析，以及开展陆上勘察以支持电缆登陆和路由规划。现场作业和分析将于4月开始，持续至2026年第三季度，最终报告计划于2027年完成。 该项目将受益于辉固在全球新兴市场早期海上风电开发方面的工作经验，涵盖从初步试点研究到完整场地特征描述的全过程。为此，辉固驻巴西的团队将主导项目实施，由里约达斯奥斯特拉斯基地负责近岸作业，皮尼艾斯实验室负责分析工作。 责任编辑：张俊 SF065

Elauwit Connection ( ELWT ) on Wednesday announced the appointment of James Di Bartolo as Chief Financial Officer, effective April 2, 2026. Before joining the company, Di Bartolo served as Vice President, Structured Investing Group at Goldman Sachs & Co. from October 2024 to March 2026. He has also served as Vice President, Strategic Transactions Group at Barclays. In connection with this transition, Sean Arnette is departing from his position as Chief Financial Officer effective as of April 2, 2026. Source: Press Release More on Elauwit Connection, Inc. Elauwit outlines 15% construction gross margin target while expanding Network-as-a-Service with 3-6 month revenue start Historical earnings data for Elauwit Connection, Inc. Financial information for Elauwit Connection, Inc.

Source: Bloomberg, 0:00

Tech giant celebrates milestone while navigating AI competition.

格隆汇4月1日｜富国银行将3M公司目标股价从175美元下调至160美元。

RPM ( RPM ) declares $0.54/share quarterly dividend , in line with previous. Forward yield 2.17% Payable April 30; for shareholders of record April 16; ex-div April 16. See RPM Dividend Scorecard, Yield Chart, & Dividend Growth. More on RPM RPM International: Staying On The Sidelines Until There Is More Clarity RPM International: A Solid Q2 Makes It A Buy (Rating Upgrade) RPM International Inc. (RPM) Q2 2026 Earnings Call Transcript Top and bottom quant-rated materials stocks over $10B: Coeur Mining leads 'Strong Buys' RPM anticipates mid-single-digit sales and EBIT growth through SG&A optimization and targeted investments

Paramount Resources ( POU:CA ) declares CAD 0.05/share quarterly dividend , in line with previous. Payable April 30; for shareholders of record April 15; ex-div April 15. See POU:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Paramount Resources Ovintiv Vs. Paramount Resources: Why It's Time To Buy One And Sell The Other Paramount Resources: A Lot Of Cash Goes Well With La Niña Historical earnings data for Paramount Resources Dividend scorecard for Paramount Resources Financial information for Paramount Resources

(RTTNews) - Apollo Global Management Inc. (APO), an alternative asset manager and retirement services provider, on Wednesday announced that its managed funds have acquired Gatehouse Living Group from Gatehouse Bank for an undisclosed terms.

美国3月ADP就业人数增加6.2万人，预期增加4万人，前值由增加6.3万人修正为增加6.6万人。报告显示，三月份招聘与薪资涨幅双双持稳，表明劳动力市场可能在趋稳。最小规模企业连续第二个月成为就业增长的主要驱动力，而贸易、运输及公用事业领域的招聘活动则持续萎缩。ADP首席经济学家Nela Richardson表示，整体招聘形势保持平稳，但就业增长仍持续向医疗保健等特定行业倾斜。三月份，在就业市场表现稳健的同时，跳槽者的薪资涨幅也有所提升。

美国特朗普政府的一个高级官员委员会周二投票决定，豁免墨西哥湾油气行业遵守一项旨在保护鲸鱼、鸟类和海龟等濒危物种的联邦法律。 这一决定是三十多年来的首例，也是政府为放松环境法规所做的最新努力。特朗普表示，这些法规制约了国内能源生产。 濒危物种委员会（Endangered Species Committee, 因其有权豁免尼克松时代《濒危物种法》而得名“上帝小队”）的会议，由国防部长皮特·赫格塞斯出席。赫格塞斯申请了这项豁免，理由是诉讼正威胁着墨西哥湾的油气生产。 “我们不能允许我们自己的法规削弱我们的地位，并壮大那些想要伤害我们的人，”赫格塞斯在直播会议上表示。“因此，基于这些原因，在墨西哥湾豁免《濒危物种法》不仅是一个好主意，而且是一个关乎国家安全的重大问题。” 该小组的六名高级成员（包括内政部、农业部、环境保护署等部门的负责人）一致投票赞成。 委员会主席、内政部长道格·伯古姆援引伊朗战争导致的全球石油供应中断，作为确保国内能源（包括用于军事行动和战备）安全供应的理由。 “当前的事件已经表明，当主要能源来源被切断时可能产生的影响，”他说。 墨西哥湾（特朗普通过行政令将其更名为“美洲湾”）约占美国原油产量的15%。 此次会议是濒危物种委员会自1978年成立以来的第四次集会，也是其第三次批准豁免申请。 该小组于1979年首次批准豁免，针对怀俄明州的一个大坝项目——该项目因威胁高鸣鹤栖息地被联邦法院叫停；1992年又批准豁免，允许在俄勒冈州进行木材销售——美国鱼类与野生动物管理局认定此举会危害北方斑点鸮。 后来，关于斑点鸮的豁免被法院推翻。 周二的投票也是该委员会首次以国家安全为由批准豁免。 委员会成员表示，他们有义务批准此项豁免，因为《濒危物种法》规定，当国防部长出于国家安全原因认定必要时，可以予以豁免。 美国和以色列对伊朗的战争已导致全球约五分之一的石油和液化天然气供应中断约一个月，在特朗普寻求抑制通胀之际，引发了能源价格的大幅上涨。 濒危鲸鱼 近年来，濒危的赖斯鲸一直是围绕墨西哥湾油气勘探诉讼的核心。据美国国家海洋和大气管理局称，赖斯鲸是世界上最稀有的鲸种之一，现存数量不足100头。 去年的一项联邦环境分析发现，与油气钻探相关的船只撞击对该物种的生存构成威胁。环保组织塞拉俱乐部也在联邦法院辩称，该物种容易受到石油泄漏、气候变化等问题的影响。 根据提交至华盛顿联邦法院...

文｜邱晓芬 编辑｜苏建勋 一家成立12年的两轮电动车厂商，在成功经历过中国的锂电化、智能化浪潮，并在纳斯达克上市后，决定加入AI时代全新的竞争。造AI时代的智能两轮电动车——被小牛电动称为：“下一个十年的护城河”。 在小牛电动不久前的发布会上，他们展示了初步的成果——在新发布的电动车NXT2和NX2上，搭载了自研的小牛灵犀AIOS、以及首个面向骑行的AI智能体。 当你开车上路时，小牛灵犀AIOS和智能体的搭配，将让你的电动车变成“会看路、懂说话”的骑行伙伴。 举个例子，当你在雨天转弯时，AI会识别到骑行状态，并自动开启防侧滑功能；你也可以让它“找附近人少的咖啡店”，电动车能听懂并导航…… △小牛AI电摩NX2 3月中旬，《智能涌现》与小牛电动的创始人胡依林有过一次交流。他也是我们访谈过的，最“独特”的一位创始人。 他过往的经历称得上传奇。折腾和偏执，被他列为人生信条。凭借出色的自学能力、设计天赋，在英语不通的情况下，年少时，他撬开了微软正式员工的大门。在创办小牛电动之前，他还曾经做过动画工作室，也曾因为买到不合脚的鞋，一气之下创办鞋品牌。 在带领公司向AI转型的过程中，同样的“偏执感”，也充斥其中。 “通过极端的测试，我们希望摸清AI的边界，找到最高效的模型和工作流，为公司验证可行性”，胡依林表示。这也保证了小牛电动这家成立已12年的成熟公司，依旧褒有创新的基因，产生新技术的种子，包括前述提到的AIOS、智能体等等。 △胡依林 《智能涌现》拍摄 不过，如今在“偏执”之外，胡依林身上还多了一些平衡感。或者用他自己的话说，他本就是一个“矛盾体”。 作为一家上市公司的创始人，他有着极其务实的一面。为了让自己保持在“22岁时的认知和状态”、贴近小牛的用户，他坚持骑两轮电动车出行，每年里程超过4000公里。 如今，尽管把AI列为一项重要战略，小牛也保持一丝谨慎。胡依林直言，他们不会创造全新的AI品类，也不会做超越出行边界的事情，“小牛是一家很克制的公司，AI不能制造新产品，一定是现有业务+AI”，胡依林表示。 AIOS、智能体，只是他们转向AI的一个起点。他们相比其他厂商，优势在于，过去十年积累了350亿公里的用户数据，也有着已经完备的场景和终端。 “all in or nothing”，这句广告词年轻时被他刺进手臂皮肤，一直没被抹去。 以下是《智能涌现》与胡依林访谈实录（略...

格隆汇4月1日｜美国自动数据处理公司ADP：留职者薪资增幅连续第三个月持平。跳槽者薪酬同比涨幅则加速升至6.6%。

Global Net Lease ( GNL ) declares $0.19/share quarterly dividend , in line with previous. Forward yield 8.12% Payable April 17; for shareholders of record April 13; ex-div April 13. See GNL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Global Net Lease Global Net Lease: It's A Long Way Home Global Net Lease: A High-Yield Turnaround Story Still In Progress Global Net Lease, Inc. (GNL) Q4 2025 Earnings Call Transcript Global Net Lease outlines $0.80–$0.84 AFFO per share guidance for 2026 while advancing portfolio transformation Mid-cap stocks with lowest dividend growth grade

(RTTNews) - Ardelyx, Inc. (ARDX), a biopharmaceutical company, Wednesday, announced that it has appointed Rajani Dinavahi as its Chief Medical Officer.

(RTTNews) - Private sector employment in the U.S. increased by more than expected in the month of March, according to a report released by payroll processor ADP on Wednesday.