【有線新聞】美國執行探月任務的阿提密斯2號正返回地球，太空人向地面傳送繞月飛行期間拍攝到的珍貴照片。 阿提密斯2號任務完成歷史性繞月飛行後，美國太空總署發布太空人拍攝的相片，當中最珍貴的是在外太空拍到的日全食。此時由獵戶座太空船望出窗外的月球，比在地球看到的大得多，月球完全遮擋太陽的時間，亦持續接近一小時。 日出日落每天在地球上演，但「地出地落」就要在月球背面才看見。被月球局部遮蓋的地球恰似地球上看到的彎月，太空總署說拍攝時間是美國東岸的晚上，地球的向陽面是早上的大洋洲。 繞月飛行期間，太空人共拍攝了約1萬張照片，並將兩個最新發現的月球隕石坑，分別命名為獵戶座太空船的別名「誠信號」和任務指揮官懷斯曼的亡妻卡羅爾。 正在返回地球途中的獵戶座太空船，在月球引力影響下幾乎毋需引擎協助，已有足夠動力重返地球軌道。太空船又和相隔37萬公里的國際太空站通訊。「誠信號，這是國際太空站。你們聽得清楚嗎？」「國際太空站和傑西卡，非常清晰。我們這邊呢？」 阿提密斯2號任務獲全球關注，朱古力醬在半空漂浮等片段在社交平台廣泛流傳。有分析認為任務宣揚的人類大同訊息，有助拯救美國總統特朗普近期因為美伊戰事低落的國際形象。

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.18%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.04%. June E-mini S&P futures (ESM26 ) rose +0.08%, and June E-mini Nasdaq futures...

财联社4月8日讯（编辑 赵昊） 周二（4月7日），美股尾盘走强，标普纳指最后一分钟转涨，双双连升五天。 截至收盘，标普500指数涨0.08%，报6616.85点；纳斯达克综合指数涨0.1%，报22017.85点，均连涨5个交易日。道琼斯指数跌0.18%，报46584.46点。 前一天，美国总统特朗普威胁伊朗称，达成停火协议最后期限是美东时间4月7日20时（北京时间8日8时），否则伊朗整个国家可能在一夜之间被彻底击毁。 日内早些时候，特朗普在社交媒体上发文威胁伊朗称，“今晚，整个文明将消亡，永不复返”。受这一消息影响，美股早盘明显走低，纳指一度跌超1.7%。 临近收盘时，巴基斯坦总理夏巴兹在社交媒体发文说，他请求特朗普将“最后期限”延后两周，同时请求伊朗开放霍尔木兹海峡两周以示善意。 白宫新闻秘书莱维特表示，特朗普已经收到巴基斯坦提出的方案，并将作出回应。一名伊朗高级官员称，伊朗方面正积极考虑巴方提出的“停火两周”请求。 BCA Research首席美国投资策略师Doug Peta称，鉴于头条新闻不断涌现，新的市场波动事件冲击股市的风险使得交易员很难置身事外。 “不确定性极高，美国可能在特朗普Truth Social一条帖子的时间内退出冲突，也可能大幅升级冲突，两种结果的差异如此之大。” Facet首席投资官Tom Graff评论道，伊朗可能希望按照自己的条件重新开放海峡，永久关闭海峡对包括伊朗在内的任何一方都没有好处，“这种情况迟早会改变的。” 富国银行投资研究所全球股票与实物资产主管Sameer Samana称，“特朗普的谈判策略是最大限度地制造不确定性，这与市场厌恶不确定性的倾向背道而驰。” “我们认为，在他整个总统任期内，这种策略将持续下去，因为他需要就各种情况和协议进行谈判和重新谈判，市场最好牢记这一点。” 热门股表现 美股科技巨头涨跌不一，（按市值排列）英伟达涨0.26%，苹果跌2.07%，谷歌C涨2.11%，微软跌0.16%，亚马逊涨0.46%，Meta涨0.35%，特斯拉跌1.75%。 芯片股整体走强，费城半导体指数涨1.11%，30只成分股中21家收涨。博通涨6.21%，公司宣布将为谷歌供应TPU芯片、为Anthropic提供算力。 存储概念股涨跌不一，希捷科技涨3.4%，续收历史新高。西部数据涨2.57%，美光科技跌0.05%，闪迪跌1.91%。 ...

Apple earned the lowest grades in a report on laptop and smartphone repairability released today by the consumer advocacy group Public Interest Research Group (PIRG) Education Fund. The report, which looks at how easy devices are to disassemble and how easy it is to find repairability information, gave Apple a C-minus in laptop repairability and a D-minus in cell phone repairability. For its “Failing the Fix (2026): Grading laptop and cell phone companies on the fixability of their products" report, PIRG analyzed the 10 newest laptops and phones that were available via manufacturers’ French website in January. PIRG uses devices available in France because much of its criteria stems from the French repairability index, a grading system for device repairability that must be displayed on products sold in France. The group, along with other right-to-repair advocates, believes vendors should apply the French requirements to devices sold in other geographies as well. To calculate laptop vendors' grades, PIRG used the French index but gave more “weight to the physical ease of disassembling the product” because it believes that “is what consumers generally expect a ‘repair score’ to refer to.” The other French repairability index categories are: Read full article Comments

美联储理事杰弗逊表示，在过去一年的大部分时间里逐步降温后，劳动力市场可能正显示出企稳迹象。 杰弗逊周二晚间在底特律一所大学发表讲话时指出，就业数据的转变表明，就业市场可能不再像2025年那样持续走弱。他指出，近几个月职位空缺数量没有下降，职位空缺与失业工人的比例也更趋稳定。 根据其公布的讲话稿，杰弗逊说：“当该比例趋于平缓时，这表明劳动力供需可能正在趋于平衡。”他还说：“这一变化可能意味著我们正在迈向一个更稳定的就业市场。” 劳动力市场仍有可能进一步走弱。杰弗逊表示，美联储必须平衡这一风险与伊朗战争可能导致的更 高通 胀。考虑到这种平衡，杰弗逊说：“我相信，我们目前的政策立场能够很好地应对各种可能出现的结果。” 美联储在2024年和2025年将利率累计下调近2个百分点后，今年以来一直将目标利率维持在3.5%-3.75%的水平。从期货市场的押注来看，华尔街交易员坚信，美联储将在本月晚些时候举行的下一次政策会议上再次维持利率不变。 责任编辑：李桐

Alliance Entertainment (NASDAQ:AENT) used a shareholder webinar to highlight its distribution scale, recent margin gains, and growth initiatives tied to exclusive studio relationships, owned brands, and product authentication technology. Business overview and revenue mix Executive Chairman Bruce Og

Phoenix Education Partners (NYSE:PXED) reported second quarter fiscal 2026 results that showed modest enrollment growth, slightly lower revenue, and improved profitability, as executives pointed to stronger student retention, ongoing expansion in employer-affiliated enrollment, and cost discipline.

Intel Stock Rises After Joining Musk's Terafab Project

以色列媒体7日晚报道说，在美国总统特朗普为伊朗设定的期限即将到期之际，美伊接触取得一定进展，各方正努力推动达成临时停火，并探讨逐步开放霍尔木兹海峡的可能性。以色列公共广播公司援引外交消息人士的话报道说，巴基斯坦方面提出将期限延后两周的建议，磋商正在紧张进行，相关接触出现“积极进展”，但尚未最终敲定。 据以色列《新消息报》网站报道，相关接触正朝着达成临时停火的方向推进，在此期间霍尔木兹海峡可能逐步恢复开放。报道援引地区情报官员的话称，各方距离停火比外界预期更近，正试图在期限到来前达成某种安排。以色列第12频道电视台援引军方消息人士的话称，当前局势走向尚不明朗，可能“走向战斗，也可能达成协议”。 以方正为多种情形做准备，包括停火、框架协议以及扩大军事行动等。报道还称，以色列官员将未来数小时形容为“关键时刻”，并对美国与伊朗在最后时刻达成某种期限延期或框架性协议表示关注，认为相关安排可能无法完全满足以方利益诉求。（新华社）

格隆汇4月8日｜富时A50期指连续夜盘收涨0.03%，报14445点。

格隆汇4月8日｜周二（4月7日）纽约尾盘（周三北京时间04:59），离岸人民币（CNH）兑美元报6.8554元，较周一纽约尾盘涨193点，日内整体交投于6.8837-6.8537元区间。

格隆汇4月8日｜周二（4月7日）纽约尾盘，现货黄金涨1.30%，报4709.73美元/盎司，北京时间22:06跌至4607.84美元刷新日低，随后持续走高，临近美股收盘时刷新日高至4718.41美元COMEX黄金期货涨1.11%，报4737.80美元/盎司，日内交投区间为4631.90-4745.70美元。现货白银涨0.28%，报73.0205美元/盎司，22:19曾跌至69.8233美元刷新日低COMEX白银期货涨0.48%，报73.195美元/盎司。COMEX铜期货持平，报5.5995美元/磅。现货铂金跌0.98%，现货钯金跌0.79%。

COMEX白银期货涨超3%，现报74.12美元/盎司。

U.S. Representative Alexandria Ocasio-Cortez (D-NY) speaks to the media outside the U.S. Capitol after the U.S. House of Representatives voted to pass U.S. President Donald Trump's sweeping spending and tax bill, on Capitol Hill in Washington, D.C., U.S., July 3, 2025. Ken Cedeno | Reuters The reticence expressed by Democrats to removing President Donald Trump from office — even after he ousted Venezuelan President Nicolás Maduro and attacked Iran without seeking congressional approval — quickly fell away after his latest threat to Iran. A Tuesday morning Truth Social post on the war, which threatened "a whole civilization will die tonight" and raised the specter of nuclear war, began a chorus of calls either for Trump's impeachment or for his removal via the invocation of the 25th Amendment. "This is a threat of genocide and merits removal from office. The President's mental faculties are collapsing and cannot be trusted," Rep. Alexandria Ocasio-Cortez , D-N.Y., posted to X on Tuesday. "To every individual in the President's chain of command: You have a duty to refuse illegal orders. That includes carrying out this threat." Read more CNBC politics coverage Trump praises Hungary PM Viktor Orbán after Vance calls him at Budapest rally Bill Gates interview about Jeffrey Epstein by House Oversight set for June 10 House Democrats call on federal regulator to crack down on offshore prediction market war bets Trump's ultimatum came ahead of his Tuesday night deadline for Iran to make a deal with the U.S. and reopen the Strait of Hormuz , the key shipping channel for the world's oil out of the Persian Gulf. The chance of Trump being removed from office is low and his Cabinet members routinely publicly praise him. But dozens of congressional Democrats — and a few Republicans — condemned Trump on Tuesday. Some, like Rep. Ilhan Omar, D-Minn., called on him to be impeached. "When will it be enough for my Republican colleagues to grow spines and remove him from office?" Omar po...

现货白银涨超1%，现报73.56美元/盎司。

格隆汇4月8日｜周二（4月7日）纽约尾盘，美国10年期国债收益率跌1.19个基点，报4.3188%，北京时间23:05曾涨至4.3784%刷新日高。两年期美债收益率跌3.11个基点，报3.8167%，23:05刷新日高至3.8746%，随后持续下挫；30年期美债收益率涨1.42个基点，报4.8999%，23:05也曾涨至4.9449%刷新日高。2/10年期美债收益率利差涨2.330个基点，报+49.999个基点。10年期通胀保值国债（TIPS）收益率跌2.39个基点，至1.94%，23:05曾涨至2.0156%；两年期TIPS收益率跌6.84个基点，至0.4881%；30年期TIPS收益率涨1.15个基点，至2.6740%。

格隆汇4月8日｜在岸人民币兑美元（CNY）北京时间03:00收报6.8609元，较上个交易日夜盘收盘涨250点。成交量425.70亿美元。

格隆汇4月8日｜WTI 5月原油期货收涨0.54美元，涨幅0.48%，报112.95美元/桶。布伦特6月原油期货收跌0.50美元，跌幅超过0.45%，报109.27美元/桶。中东Abu Dhabi Murban原油期货跌0.37%，报118.64美元/桶。NYMEX 5月天然气期货收报2.87美元/百万英热单位。NYMEX 5月汽油期货收报3.3052美元/加仑，NYMEX 5月取暖油期货收报4.4774美元/加仑。

Source: Bloomberg, 5:03

AI demand drives need for massive infrastructure

PM Images/DigitalVision via Getty Images As Q1 2026 earnings season approaches, consumer discretionary stocks are under the microscope as investors assess how American spending held up in the face of persistent inflation pressures, tariff-driven price increases, and shifting consumer confidence. The following list highlights large-cap consumer discretionary stocks that have earned the highest possible Seeking Alpha EPS Revision Quant Grade of A and higher, spanning a wide range of sub-sectors from gaming and automotive retail to leisure products and education services, all indicating that analysts have been consistently raising their earnings expectations ahead of Q1 results. The list is led by Deckers Outdoor Corporation ( DECK ) and Tapestry, Inc. ( TPR ), both earning top A+ ratings for their EPS revision grades. These companies represent leadership positions in the footwear and luxury goods industries, respectively, with market capitalizations of $14.43 billion and $29.09 billion. The broader list showcases a diverse range of industries within the consumer discretionary sector, from travel and hospitality names like Marriott International, Inc. ( MAR ) and Royal Caribbean Cruises Ltd. ( RCL ) to automotive giant General Motors Company ( GM ). While most stocks on the list carry an A- grade, they all represent high-conviction EPS revision trends that signal positive analyst expectations. Deckers Outdoor Corporation ( DECK ) - A+ Tapestry, Inc. ( TPR ) - A+ Ralph Lauren Corporation ( RL ) - A Airbnb, Inc. ( ABNB ) - A- Burlington Stores, Inc. ( BURL ) - A- Chewy, Inc. ( CHWY ) - A- Darden Restaurants, Inc. ( DRI ) - A- eBay Inc. ( EBAY ) - A- Expedia Group, Inc. ( EXPE ) - A- Five Below, Inc. ( FIVE ) - A- General Motors Company ( GM ) - A- Hasbro, Inc. ( HAS ) - A- Marriott International, Inc. ( MAR ) - A- Royal Caribbean Cruises Ltd. ( RCL ) - A- Ross Stores, Inc. ( ROST ) - A- SharkNinja, Inc. ( SN ) - A- Williams-Sonoma, Inc. ( WSM ) - A- Consumer Discretionar...

Final Trade: AAPL, BABA, MPC CNBC

格隆汇4月8日｜美股三大指数收盘涨跌不一，纳指涨0.1%，标普500指数涨0.08%，道指跌0.18%。其中，纳指和标普500指数录得四连涨。科技股涨跌互现，博通涨超6%，英特尔涨超4%，西部数据、谷歌涨超2%，苹果跌超2%，特斯拉、甲骨文、高通跌超1%。

NYMEX取暖油主力合约跌超4%，现报4.27美元/加仑。

Intel (NASDAQ:INTC) , which designs and manufactures CPUs, GPUs, and related computing products, closed Tuesday at $52.91, up 4.19%. The stock moved higher on news that Intel will be part of Elon Musk’s Terafab AI chip complex, another sign of renewed confidence in the firm. Trading volume reached 124.8 million shares, coming in nearly 16% above its three-month average of 107.5 million shares. Intel IPO'd in 1971 and has grown 16,154% since going public. The S&P 500 (SNPINDEX:^GSPC) inched up 0.08% to 6,617, while the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.10% to finish at 22,018. In the semiconductor industry, Advanced Micro Devices (NASDAQ:AMD) closed up 0.61% at $221.53, and Nvidia (NASDAQ:NVDA) gaining 0.26% to end at $178.10 as geopolitical tensions spurred continued investor caution. Continue reading

卡塔尔表示，为预防起见，学校自4月8日起停课至周末。（财联社）