4月23日，字节跳动正式发布更高精度的新一代3D生成大模型——Seed3D 2.0。据介绍，该模型采用MoE架构，通过稀疏专家路由，在扩大模型参数量和分辨率的同时控制推理计算量，使模型能生成更丰富的纹理细节和更精确的金属-粗糙度边界。目前Seed3D 2.0技术报告已公开，API也已上线火山引擎。（新浪财经）

Daniel Gros is the director of the Institute for European Policymaking at Bocconi University. Previously, he served as an adviser to the European Parliament, collaborated with the European Commission as economic adviser to the Delors Committee, which developed plans for the euro, and worked at the International Monetary Fund. In this interview, Gros examines the structural tensions shaping EU-China economic ties, draws lessons from the euro’s experience to analyse the yuan’s...

The Marches, Shropshire : Recently I had wondered how long this great lime would stay standing. The next day, I had my answer How quickly something that defines a landscape for centuries becomes the absence that redefines it – so it is with ancient trees. The trunk snapped like a carrot at the roots and crashed, its bony branches splintered. Now it lies like a shipwreck stranded in an open field, its hulk of twigs an animal pelt stilled. A day before, looking at its 300-year-old architecture of mostly dead wood yet so vividly alive, admiring its form and persistence through years and trouble, standing alone with spring coursing through the land and its timbers, I wondered how long, in tree time, it had left. Continue reading...

格隆汇4月23日｜字节跳动正式发布更高精度的新一代3D生成大模型——Seed3D 2.0。据介绍，该模型采用MoE架构，通过稀疏专家路由，在扩大模型参数量和分辨率的同时控制推理计算量，使模型能生成更丰富的纹理细节和更精确的金属-粗糙度边界。目前Seed3D 2.0技术报告已公开，API也已上线火山引擎。

In April 2026, Credo Technology Group Holding presented its OmniConnect “Weaver” solution and 224G PAM4 SerDes IP at TSMC’s North America Technology Symposium in Santa Clara, while also advancing a proposed US$750,000,000 acquisition of silicon photonics specialist DustPhotonics. Together, these moves signal Credo’s intent to build a more vertically integrated AI data center connectivity platform spanning active electrical cables, optical modules, and high-speed SerDes. Next, we’ll examine...

Myron Brilliant, former Executive Vice President of the US Chamber of Commerce, says the Middle East conflict is adding uncertainty to the planned Trump-Xi meeting. Chinese officials are reportedly frustrated by the lack of progress and clear direction for the summit, and they remain concerned about President Trump’s unpredictability. However, Brilliant still expects the summit to happen. (Source: Bloomberg)

Oracle (NYSE:ORCL) expanded its AI partnership with Google Cloud, adding new database level capabilities for joint customers. The agreement includes the Oracle AI Database Agent for Gemini Enterprise, enabling natural language access to Oracle data. The collaboration supports multi cloud AI workflows that use Oracle databases together with Google Cloud AI services. For investors watching NYSE:ORCL, this update sits at the intersection of cloud infrastructure, data management, and enterprise...

【有線新聞】星期五舉行的下一場聽證會將會傳召消防處處長楊恩健作供，是首次有政府部門首長以事實證人身份作供。同日作供的還有消防處助理處長鄧榮華。截至目前，消防處累計有12人出席聽證會。

格隆汇4月23日｜据21财经，今日早盘傲农生物股价一字跌停，报3.63元/股。消息面上，公司因涉嫌信息披露违法违规，于4月22日收到证监会出具的《立案告知书》。傲农生物4月23日向以投资者身份致电的21快讯记者表示，公司昨天在收到《立案告知书》的第一时间就披露了，除收到《立案告知书》外并无其他附件和说明，具体情况需等进一步的调查，后续有定论会及时披露，但目前也暂不清楚信披违法违规的具体事项。

The yuan is on track to overtake the yen as the second-most traded currency against the dollar in the foreign-exchange options market, according to London-based clearing house LCH. The dollar-offshore yuan pair is likely to move to second place behind just the euro-dollar when the Bank for International Settlements releases its next triennial survey of foreign exchange and over-the-counter derivatives markets in 2028, said Andrew Batchelor , head of the clearing house’s unit LCH ForexClear. “Yuan internationalization is real,” Batchelor said in an interview in Shanghai. “It’s not necessarily about replacing the dollar. It’s about diversifying currency usage. Markets want choice: the ability to trade and transact in different currencies.” All of the banks that are trading significant amounts of euro-dollar or dollar-yen foreign-exchange options would welcome the ability to clear their dollar-offshore yuan options with LCH as well, Batchelor said. The yuan’s use in worldwide financial markets has been increasing in recent years as China’s economy has grown and the government has introduced a number of measures to support the currency’s globalization. There’s currently a “ golden window ” for promoting the yuan’s internationalization as US policies have weakened the dollar’s credibility, former People’s Bank of China Governor Zhou Xiaochuan said this month. The yuan made up 8.5% of global currency transactions including spot, forwards, swaps and options, based on the most recent BIS survey published last year, up from 7% in 2022. That compared with 89% for the dollar, 28.9% for the euro 16.8% for the yen, and 10.2% for the pound, the data showed. The yuan’s use is being boosted by a number of factors, including increased real-economy trade and cross-border flows, Batchelor said. Other drivers are stronger risk-management needs arising from international markets and growing participation by non-banks seeking trading opportunities in the currency, he said. Use of both th...

Home BancShares ( HOMB ) declares $0.21/share quarterly dividend , in line with previous. Forward yield 3.15% Payable June 3; for shareholders of record May 13; ex-div May 13. See HOMB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Home BancShares Home BancShares, Inc. (HOMB) Q1 2026 Earnings Call Transcript Home BancShares, Inc. 2026 Q1 - Results - Earnings Call Presentation Mountain Commerce Acquisition Makes Home BancShares Look Even More Attractive Home BancShares outlines Mountain Commerce conversion in November and targets end of 2026 for maximum cost saves Home BancShares Q1 2026 Earnings Preview

Pinnacle West Capital ( PNW ) declares $0.91/share quarterly dividend , in line with previous. Forward yield 3.61% Payable June 1; for shareholders of record May 4; ex-div May 4. See PNW Dividend Scorecard, Yield Chart, & Dividend Growth. More on Pinnacle West Capital Pinnacle West Vs. Avista: Why I'm Upgrading AVA Pinnacle West: Significantly Overvalued Following The AI-Surge Pinnacle West Capital Corporation 2025 Q4 - Results - Earnings Call Presentation Pinnacle West targets 5–7% long-term sales growth through 2030 while advancing grid expansion and regulatory strategy Pinnacle West Capital reports mixed Q4 results; introduces FY26 outlook

Southern Missouri ( SMBC ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 1.52% Payable May 29; for shareholders of record May 15; ex-div May 15. See SMBC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Southern Missouri Seeking Alpha’s Quant Rating on Southern Missouri Historical earnings data for Southern Missouri Dividend scorecard for Southern Missouri Financial information for Southern Missouri

Lebanon's prime minister accused Israel of war crimes after IDF attacks on Red Cross vehicles also stopped rescuers from reaching the site.

Pakistan is looking to buy liquefied natural gas from the expensive spot market for the first time in over two years as the government rushes to ease an energy shortfall triggered by the conflict in the Middle East. State-owned Pakistan LNG Ltd. released a rare purchase tender for three LNG shipments for delivery from late April to mid-May, according to a document on its website. Suppliers are requested to submit offers by Friday, the notice said. Pakistan, which procured nearly all of its LNG from Qatar last year, hasn’t received a shipment since early-March, shortly after the US and Israel began strikes on Iran and Tehran closed the Strait of Hormuz . Qatar was also forced to shut the world’s largest LNG export facility due to an Iranian attacks and cancel deliveries to its customers. Read More: Pakistan Faces Extensive Blackouts as Gas Shortfall Worsens The gas shortage has triggered widespread power outages across Pakistan, posing a significant threat to the country’s economic growth. The move to buy spot cargoes come as LNG supplies remain trapped in the Persian Gulf. Hormuz — a vital waterway for about a fifth of global LNG supply — has effectively been shut to traffic of the fuel since the war began. Four LNG tankers loaded in Qatar over a month ago and currently in the Gulf are signaling Pakistan as their next destination, according to ship-tracking data compiled by Bloomberg. Three of the vessels approached the Strait of Hormuz over the weekend before turning back, and are now once again near Qatari waters, the data shows.

格隆汇4月23日｜日本财务大臣片山皋月：对日本企业的健康投资将有助于国家经济的立场没有改变。

4月23日，岚图汽车宣布，岚图泰山X8预售发布20小时，订单超2万台。（界面新闻）

The narrowing gap between Taiwan Semiconductor Manufacturing Co. ’s Taiwanese shares and its US-listed stock is creating a new trading opportunity, according to a UBS Group AG client note. Hedge fund traders should consider buying TSMC’s New York shares while shorting those traded in Taipei, wrote Eric Song , head of equities for Taiwan at the UBS Global Markets division. The derisking triggered by the Iran war has been more pronounced for foreign institutional investors than locals, and improving sentiment may drive a rebound in the ADR premium, he said. “While oil prices/inflation/geopolitics may eventually get to the end demand, locals put much more emphasis on bottom-up AI outlook they can actually see in Taiwan,” Song wrote. While he expects local investors to maintain “unwavering confidence” in TSMC shares, he sees foreign institutions’ sentiment improving, leading to a normalization of the ADR premium. The average ADR premium has slipped to 17% this month, a one-year low and down from almost 26% in December, Bloomberg‑compiled data show. On a daily basis, the gap hit a trough of 10% last Thursday, when TSMC raised its revenue outlook alongside reporting a profit surge. The average premium was around 22% over the past year. For hedge funds able to execute long/short strategies, buying the ADRs while selling the Taiwanese shares makes sense when the premium is around 10%, with the opposite trade more attractive near 30%, Song wrote. For long-only investors, switching some stock positions to ADRs may be favorable around the 10% levels, he added. Also read: TSMC Rides Retail Frenzy to New Stock Highs as AI Boom Returns TSMC’s ADRs have typically traded at a premium because they are fungible, unlike the Taiwan-listed shares, which need special regulatory approval to be converted into US equivalent. They are also more easily accessible to foreign investors and are included in gauges like the Philadelphia Stock Exchange Semiconductor Index as well as in popular exch...

4月23日，人民银行广东省分行举行2026年一季度广东省金融运行形势新闻发布会，介绍相关金融统计数据。据悉，2025年5月，中国人民银行、中国证监会联合发布关于支持发行科技创新债券有关事宜的公告，支持金融机构、科技型企业、私募股权投资机构和创业投资机构三类机构发行科技创新债券。科创债新政发布近一年来，债券市场“科技板”在广东落地取得了哪些成效？下一步将如何继续推进？对此，人民银行广东省分行副行长张双长在回答南方财经记者提问时表示，人民银行总行会同有关部门，推出了债券市场“科技板”，目的是更好发挥债券市场对科技创新的支持作用。政策推出近一年来，人民银行广东省分行着力把“科技板”政策在广东落地落实，让更多的金融机构、科技型企业、股权投资机构能够在债券市场上融到资、融好资，更好地支持科技创新。截至今年一季度末，全省有8家金融机构、22家科技型企业、11家股权投资机构，共41家主体在银行间市场发行科技创新债券合计超1400亿元，实现了金融机构、科技型企业、股权投资机构三类主体“全覆盖”。（南方财经）

(RTTNews) - Hyundai Glovis (086280.KS) reported that its first quarter net income attributable to shareholders of parent company was 340.26 billion Korean won compared to 397.93 billion won, a year ago, down 14.5%. Operating income was 521.45 billion won compared to 501.88 billio

一、【早盘盘面回顾】 财联社4月23日讯，市场早盘高开低走，深成指、创业板指均跌超1.5%。中际旭创盘中总市值站上万亿。沪深两市半日成交额1.95万亿，较上个交易日放量3673亿。盘面上热点较为杂乱，全市场超4300只个股下跌。从板块来看，防御性板块走强，其中大消费板块表现活跃，白酒、零售概念异动拉升，迎驾贡酒、中兴商业涨停。银行板块震荡拉升，贵阳银行涨超7%。油气概念快速走高，山东墨龙涨停。燃气轮机概念表现活跃，福鞍股份一字涨停，应流股份涨停创历史新高。下跌方面，CPO等算力硬件股集体调整，赛微电子、腾景科技、光库科技等多股大跌，华盛昌跌停。截至收盘，沪指跌0.79%，深成指跌1.53%，创业板指跌1.83%。 个股来看，今日早盘涨停数量为33家（不包括ST及未开板新股），封板率61%，连板股数量为7家，金螳螂4连板，安诺其、苏州高新3连板，泰慕士、中新集团、水发燃气、杭电股份2连板。 油气板块震荡走强，山东墨龙涨停，金洲管道、潜能恒信、科力股份、中曼石油、通源石油跟涨。 消息面上，国际油价22日显著上涨。截至当天收盘，纽约商品交易所6月交货的轻质原油期货价格上涨3.29美元，收于每桶95.15美元，涨幅为3.58%；6月交货的伦敦布伦特原油期货价格上涨3.43美元，收于每桶101.91美元，涨幅为3.48%。花旗集团表示，如果霍尔木兹海峡再中断2个月，可能会造成约17亿桶的损失，并将油价推高至每桶130美元。 煤炭板块同样逆势走强，华电能源、昊华能源涨停，中煤能源、潞安环能、兰花科创等个股涨幅居前。 信达证券认为，结合对能源产能周期的研判，煤炭供给瓶颈约束有望持续至“十五五”，仍需新规划建设一批优质产能以保障我国中长期能源煤炭需求。在煤炭布局加速西移、资源费与吨煤投资大幅提升的背景下，国内经济开发刚性成本和国外进口煤成本的抬升均有望支撑煤价中枢保持高位。当前，煤炭板块仍属高业绩、高现金、高分红资产，行业仍具高景气、长周期、高壁垒特征。 大消费板块展开反弹，白酒表现活跃，迎驾贡酒涨停，老白干酒、皇台酒业、山西汾酒、古井贡酒、金种子酒等个股涨幅居前。消息面上，迎驾贡酒发布2026年一季报，营业总收入为22.30亿元，同比较去年同期上涨8.91%，归母净利润为8.35亿元，同比较去年同期上涨0.73%。 东兴证券研报指出，PPI改善以及促内需“一揽子政策”持续向需求侧...

过去几周，硅谷私募二级市场里最热的公司变成了 Anthropic。 在 Forge Global 等未上市股权交易平台上，Anthropic 的估值已逼近 1 万亿美元，部分卖方给出的报价更高，达到 1.05 万亿至 1.15 万亿美元。 https://app.ventuals.com/trade/anthropic https://x.com/rahulxkm/status/2046739841606623568 相比之下，OpenAI 在同类平台上的估值约为 8800 亿美元，略高于其今年 3 月 8520 亿美元的融资估值，但交易热度已经落后于 Anthropic。 这组价格变化先改写了市场情绪。 过去两年，OpenAI 始终处在 AI 圈的最核心位置，拥有最大的用户心智、最完整的产品外溢效应和最强的品牌辨识度。 Anthropic 长期扮演高质量追赶者的角色，模型能力突出，组织风格克制，商业动作相对收敛。 二级市场这一次先给出了新的排序，资金开始把 Anthropic 看成更稀缺、上升斜率更陡的筹码。 二级市场先交易稀缺 再交易共识 未上市公司的价格更新，主要依靠融资轮和二级转让。 前者频率低，后者更容易反映短期供需。Anthropic 此轮上涨，先来自供给快速收缩。 三个月前，Anthropic 最新一轮融资估值还在 3800 亿美元左右。 短时间内，二级市场报价已翻了不止一倍。 对现有股东来说，这样的涨幅来得过快，持有意愿自然增强。 多位持股人最近频繁收到收购邀约，但真正愿意出货的人很少。 市场里流通的股份本来就有限，卖盘一缩，价格就会迅速上跳。 买方的变化更明显。 成长基金、家族办公室和晚期机构投资者集中追逐 Anthropic，核心原因是：头部 AI 资产仍然没有真正向公开市场开放，一级份额又高度封闭，二级市场成了少数还能上车的入口。 当一批资金同时追逐极少量筹码，价格会很快脱离常规节奏，进入由预期主导的区间。 这一阶段里，报价已经不只对应公司当下值多少钱，也对应一个判断，未来几年里，Anthropic 有没有机会成为最少数、最有确定性的 AI 平台公司之一。 Anthropic 被重估 靠的是收入增长和 Claude Code Anthropic 被追捧，并非只有市场情绪推动。 更靠近交易逻辑的，是它近期拿出了两项容易被资本定价的结果，一是收入增...

Nearly two months into the conflict in Iran, global stock markets are staging a defiant rally. From the US to Taiwan and South Korea, a disconnect has emerged: while the geopolitical tensions remain high, equities are charging back toward all-time highs. After an initial shock, financial markets have largely looked past the conflict to focus on corporate fundamentals, even as oil prices remain elevated. Investors are piling back into the artificial intelligence trade and emerging-market stocks, signaling that the worst of the volatility is now in the rearview mirror. The US dollar has mostly given back its gain from the start of the conflict. “Markets may be applying the ‘transitory’ principle to a situation that will continue to work its way through the system over a prolonged period of time,” said Magdalena Polan , head of EM macro research at PGIM Fixed Income. “Investors are continuing to focus on global liquidity, adopting a glass half full read of fundamentals.” Here are the five reasons why there hasn’t been a more negative reaction to the geopolitical conflict: Peak Uncertainty Analysts say that markets have already priced in a worst-case scenario and believe in a potential offramp from the conflict. With officials in both Washington and Tehran keeping their doors open to talks, and an extended ceasefire declaration, markets have remained confident a deal will be done. In other words, while geopolitical tensions linger, there’s growing belief that diplomacy — rather than a full collapse — is the likely end game. Dip-Buying Mentality Rapid-fire headlines and President Donald Trump’s frequent changes in course have caught many investors off guard. Many are referring to the Ukraine-war playbook from early 2022 , when an initial equities selloff and commodity price surge soon reversed to business as usual. Years of headline-driven volatility and a dip-buying mindset have further reinforced investors’ reluctance to stay bearish for too long. Oil Cushion The war’s...

CoreDesignKEY/iStock via Getty Images Google ( GOOG ) , LinkedIn, and Wikipedia are among hundreds of websites and apps where Meta ( META ) plans to capture employee keystrokes and mouse clicks as part of a project to train its artificial intelligence models, according to internal messages viewed by CNBC . A new employee tracking tool, dubbed Model Capability Initiative (MCI), allows Meta to observe and collect data from staffers’ actions on their work computers, Reuters reported on Tuesday. The list of sites being tracked also includes Microsoft’s GitHub, Salesforce’s ( CRM ) Slack and Atlassian ( TEAM ) . Meta properties like Threads and Manus are also on the list, which is still in flux and originally included AI apps like OpenAI’s ( OPEN ) ChatGPT and Anthropic’s ( ANTHRO ) Claude, according to the report. The list of third-party sites and services the MCI tool is tracking was widely circulated internally and discussed on chat boards after a member of the Meta Superintelligence Labs, or MSL, sent a memo intended to assuage concerns about worker surveillance and privacy. CNBC viewed the memo. The data-gathering project is tied to Meta CEO Mark Zuckerberg’s ambitious effort to catch up in generative AI, where the company has lagged OpenAI, Anthropic and Google . Earlier this month, Meta unveiled its first major AI model since the hiring of Wang. Dubbed Muse Spark, the model marked the debut of the new Muse series developed by MSL, the AI unit that Wang oversees. Like other tech giants, Meta is pushing hard into AI agents that can perform various office and coding-related tasks that are typically accomplished by white-collar workers. A Meta spokesperson confirmed the project but didn’t provide a comment on the list of sites being tracked, the report said. “If we’re building agents to help people complete everyday tasks using computers, our models need real examples of how people actually use them — things like mouse movements, clicking buttons, and navigating dropd...

Shade has its own filesystem that lets you "stream" files directly to your local drive

近日， 中国具身智能有史以来最大单轮融资纪录诞生 ，来自它石智航。 4月16日，具身智能领军企业它石智航宣布完成 4.55亿美金（约超30亿人民币）Pre-A轮融资 ，同步打破中国具身智能有史以来最高单轮融资纪录和最大Pre-A轮融资纪录。 巨大的融资数额暂且按下不表， 背后的投资机构配置更是豪华到令人咋舌 。 财务侧，高瓴创投，与红杉中国罕见联合领投； 战略侧，美团战投重额加注并继续联合领投，启明创投、线性资本、蓝驰创投、襄禾资本、洪泰基金等老股东进行了战略投资加注； 产业侧，TCL创投、孚腾资本、首程控股、建发新兴投资、恒旭资本、国汽投资全线入局； 国资侧，北京机器人产业发展投资基金、上海国投先导首次联合入局，直接将其锚定为区域链主龙头。 顶级资本倾注，黑马强势入场。在具身智能烈火烹油的当下，这笔天价融资再次让人将目光投向这条火热的赛道。 具身智能有自己的「大脑俱乐部」 2026年，全球具身智能赛道正在经历一场方向性收敛。技术路线、资本流向、玩家座次，都在指向同一个结论： 得大脑者得天下 。 回看两年前，行业叙事仍以本体能力为核心。运动性能、关节灵活度、仿生程度构成资本评估的主要维度。 但这一路径的瓶颈很快显现：本体能力可以工程迭代，而真正决定机器人能否进入真实场景的变量，始终是理解、决策与泛化。 刚刚落幕的人形机器人马拉松，为这一判断提供了最直接的佐证。 赛前籍籍无名的荣耀机器人，以不足一年的入局时间，首次参赛便狂揽冠亚季军，整体成绩首次压缩至1小时以内。 而去年的冠军天工Ultra、排位赛刷新人类1500米纪录的宇树H1，均未能构成实质性威胁。 图源：新华社 一个后来者能在短时间内完成反超，本身就说明了一件事：在当前阶段，人形机器人的运控与硬件，并不存在难以逾越的壁垒。 真正的护城河， 不在21公里的赛道上，而在赛道之外——在大脑、在数据、在泛化能力 。 这一收敛趋势同样在资本流向中清晰可辨。 如果将时间轴拨回到2025年初，百亿估值的中国具身智能公司还是稀缺物种。 彼时，宇树科技和智元机器人凭借量产先行的策略，率先撞线百亿。进入2026年，企业与资本一路狂飙，百亿俱乐部成员以肉眼可见的速度增多，几乎全部将技术锚点死死锁定在大脑。 美国市场也是同样。以Skild AI、Sunday为代表的一批的大脑玩家，在2026年开年以来频频完成融资，开始成为新的资本宠儿...

美銀證券：寧德時代(03750)技術日展示多項突破 重申“買入”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞