Oracle says new AI agents can handle finance and supply chain work Stock Titan

Follow Luca Socci on Seeking Alpha! Read Luca Socci's Article on Seeking Alpha! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Past performance is no guarantee of future results. Content is offered for information purposes only. Unless stated otherwise, any and all individuals participating in the video are third parties that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Unless stated otherwise, the views or opinions expressed may not reflect those of Seeking Alpha as a whole. The accuracy and completeness of content shared cannot be guaranteed. Seeking Alpha does not take account of your objectives or financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Nicole Benjamin : Hey, everybody. It's Nicole Benjamin, your host here at Seeking Alpha to bring to you another episode of Portfolio Pulse, where, as the name suggests, we're keeping a pulse to all the big financial moves happening in the market. Now, for today's episode, we're going to be diving deep into all things MCO and SPGI. And to join us and help us do that today, I have Luca Socci. So Luca, thank you so much for joining us today. Luca Socci : Oh, thank you for inviting me and having me over. It's a pleasure and an honor. NB : Yes. Absolutely. So, I see you've been on Seeking Alpha since 2022. So, tell us a little bit more about your financial background, your investment philosophy. What got you on the platform in the first place? LS : I began my Seeking Alpha journey a bit before 2022. That's when I became an analyst, but before being an analyst, I was actually an investor, a retail investor. And I actually got more focused on inve...

John M Lund Photography Inc/DigitalVision via Getty Images Introduction & Investment Thesis Yesterday, Anthropic announced a new cybersecurity initiative called Project Glasswing in partnership with CrowdStrike ( CRWD ), Palo Alto Networks ( PANW ), Apple ( AAPL ), Amazon ( AMZN ), Microsoft ( MSFT ), Nvidia ( NVDA ) and more to help secure the world’s critical software. This announcement comes after the massive data leak involving Anthropic’s ( ANTHRO ) next-generation AI model, Claude Mythos, on March 26 that described it as a step change in performance in software coding and cybersecurity-related tasks, sparking renewed investor fears of potential obsolescence of traditional cybersecurity companies. There is no doubt that the cybersecurity industry as a whole has had a volatile 2026 so far amid constantly fluctuating narratives. But, in my opinion, Anthropic’s Project Glasswing initiative should mark a clear shift in narrative from “AI kills cybersecurity” to “AI will power the next generation of security," as AI models increasingly become more capable at finding and exploiting software vulnerabilities. In all of this, I believe CrowdStrike is the best positioned among all to benefit not only from a fundamental perspective but also as sentiment shifts from irrational fears to the company becoming an indispensable partner that both enables and benefits from widespread enterprise AI deployment. In this post, I will explain why. AI Won’t Kill Cybersecurity- Project Glasswing Is Evidence Of That The cybersecurity industry has had a gut-wrenching, volatile Q1 so far. With the exception of Cloudflare ( NET ) and Fortinet ( FTNT ), all other major cybersecurity companies including Palo Alto Networks, CrowdStrike, Zscaler ( ZS ), and SentinelOne ( S ) have been underperforming the S&P 500 on a YTD basis, as can be seen below. SA: Price performance of cybersecurity stocks on a YTD basis It started with the “AI Eating SaaS” narrative since the beginning of the year, follow...

jetcityimage/iStock Editorial via Getty Images Consumer packaged goods company Conagra Brands ( CAG ) reported its Q3 2026 results on April 1, 2026. I see a wave of buy calls at the current price under $16, and this puts the stock's price to forward sales multiple at 0.67; essentially, you would pay 67¢ for each dollar of the next twelve months' sales. Under most circumstances, this would be, as they say, a screaming buy, but I think one needs to read into management's generally positive comments and pay closer attention to the soft guidance and uncertainty they reiterated for FY 2027. The Positives at Q3 2026 - But Are They Really? On the plus side, contracted coverage for FY 2027 stands at 40 percent, per CFO Marberger . Q1 2027 coverage was confirmed at 60 percent, which implies that Q4 2026 has minimal exposure to spot prices that are now elevated across steel, freight, and crop-based ingredients. That being said, even with costs projected to be more or less under control for these procurements, gross margin weakness remains. In Q3 2026, CAG reported an adjusted gross margin compression of 112 basis points (141 bps on a non-adjusted basis), and that was largely attributed to the businesses that CAG has divested, as well as COGS inflation and operating leverage being unfavorable. Management said as much, and these conditions could persist through the end of the current fiscal year. We should be seeing validation of this when Q4 results are out. Further down the P&L, the "unfavorable operating leverage" management referred to is visible in the adjusted SG&A profile, with A&P (advertising and promotions) contributing to a 4.3 percent increase of the overall adjusted SG&A increase of 6.4 percent. The A&P year-on-year increase is better than Q2's 7.2 percent growth year-on-year, but management now expects this SG&A component to stay elevated in Q4 as volume increase remains a priority. From the Q3 call: And if things settle down with the war and things like that and ...

DNY59/E+ via Getty Images The Macro Context The US dollar is an important variable to monitor when assessing the broad macro risks. Currently, with the Iran war, the US dollar is perceived as a safe haven, and this makes the US stocks more resilient. However, a US dollar weakness together with rising rates could signal a major weakness, which makes the US stocks vulnerable—and this is likely how the current situation will unfold as inflation picks up. The Liberation Day selloff and the dollar weakness Remember the Liberation Day 2025 selloff in the S&P 500 Index ( SP500 )—when it crashed by over 20%? What was the headline risk? It was the expectations of higher inflation due to the Trump tariffs. At the same time, the US dollar significantly depreciated. As the chart below shows, the US Dollar Index ( DXY ) fell from 110 to 97 during the period from January to June 2025. Why did the dollar depreciate? It was the Sell America trade. The United States 10-Year Bond Yield ( US10Y ) initially fell due to a flight to safety on Liberation Day, but then started to rise also due to the Sell America—this is when Trump backed out of the proposed tariffs and initiated trade negotiations. If Trump had not backed out of the Liberation Day tariffs, the selloff in the stock market would have deepened, with the dollar falling and interest rates rising. So, what is the Sell America trade? In this case, it was the selling of US assets by foreign investors in retaliation for tariffs. It was not due to the expected inflation. DXY (Yahoo) The Iran war sell-off and the dollar's strength Now fast forward to the current situation. The S&P 500 sold off by nearly 10% due to the Iran war. What is currently the headline risk? I also expected inflation, but this time it's due to the rising crude oil prices. However, during the current selloff, the US dollar strengthened. The 10Y yields also initially fell, but the subsequent increase remained well contained. As a result, the S&P 500 selloff was ...

IPGGutenbergUKLtd/iStock via Getty Images When it looks too good to be true... It usually is. I learned that lesson long before I ever bought my first REIT. I was in high school, and I fell hard for a cheerleader at my rival school. She was smart, beautiful, and completely out of my league. There was just one problem. She was also dating the starting quarterback. Now, instead of taking the hint, I decided to make my move anyway. I figured, why not? Well, I found out why not. One afternoon while I was working as a courtesy clerk (which is a fancy way of saying I was bagging groceries), the entire football team showed up in the parking lot… and surrounded me. That was the moment I realized: This opportunity wasn't mispriced-it was misjudged. And more importantly: It wasn't sustainable. The Same Lesson—Just More Expensive Fast forward to the 1990s. I was building my real estate portfolio and thought I had found the perfect formula. I was leasing properties to payday lenders like Advance America and Check Into Cash. The numbers were incredible: Yields approaching 15% Above-market rents Strong tenant demand (or so it seemed) If I bought a property for $100,000… I was collecting $15,000 in rent. It felt like I had cracked the code. But I hadn't. I had walked into another version of the same mistake I made in high school. At the time, I focused on yield, and what I ignored was durability. The payday lending industry: Became heavily regulated Consolidated rapidly Migrated online And just like that… The tenants disappeared. The business model wasn't broken overnight, but it was never built to last. And when the dust settled? I was left holding the bag with dark buildings that could be leased out at the same rents I was getting from these payday lenders. The Trap: Yield Without a Moat This is one of the most important lessons in investing: High yield is often a warning sign—not an opportunity—because yield is only as good as: The tenant The business model The balance sheet An...

Pronto's autonomous haulage trucks are about to start operating at Mariana Minerals's Utah copper mine -- the first such deal since Pronto got acquired by Travis Kalanick's Atoms Inc.

Marsh & McLennan Cos ’ Mercer has raised just over $3.8 billion for private investments. Mercer Private Investment Partners VIII has drawn capital commitment from institutional investors including wealth managers, endowments, insurers and pension funds, according to a statement reviewed by Bloomberg News. The fund will invest in private equity, private debt infrastructure and real estate, the statement shows. The vehicle will take advantage of the recent market dislocation on the back of a technology selloff due to artificial intelligence disruption and geopolitical challenges, Garvan McCarthy , Mercer’s chief investment officer, said in an interview. “Geopolitical landscape have factored into a general tone of caution, but it has not impacted our clients’ capital allocation into private assets,” McCarthy said. The interest within private assets have shifted, with secondaries and co-investments gaining in popularity over traditional deals like primaries and corporate lending, he said. “The importance of having the sourcing and execution capabilities of secondaries and co-investment will be really important,” McCarthy added. The predecessor vehicle, Mercer’s PIP VII, raised more than $3.9 billion in 2024. The fund also provided a variety of assets under the private capital umbrella. The benefit of diversification, spreading risk by strategy and across multiple managers, will be rewarded in terms of its robustness in an environment where there are more corporate defaults, McCarthy said.

Clinch, the agentic AI platform for omnichannel content orchestration, today announced the appointment of Melvin Stern as Vice President of Growth, strengthening its North American team as brands and agencies seek more integrated ways to connect creative to media.

Oracle AI World Tour -- Oracle today announced Fusion Agentic Applications for HR. The new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications for HR can make and execute decisions within business processes by securely accessing unified enterprise data, workflows, policies, approval hierarchies, permissio

AI World – Oracle continues to strengthen its financial crime and compliance portfolio with new AI capabilities that accelerate investigations, insights, and results. By securing rights to technology from Lucinity, whose platform delivers AI agent-driven capabilities for financial crime prevention, Oracle will further enhance its industry-leading Financial Crime and Compliance Management (FCCM) portfolio with a new generation of AI agent-driven capabilities.

Oracle AI World Tour -- Oracle today announced Fusion Agentic Applications for finance and supply chain operations. The new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications for finance and supply chain can make and execute decisions within business processes by securely accessing unified enterprise dat

Oracle AI World Tour -- Oracle today announced a comprehensive series of enhancements to Oracle AI Database. These enhancements help customers achieve extreme availability and security for all database applications, and always-on, stock-exchange level availability for their most critical workloads without requiring application changes or extensive in-house expertise.

Oracle AI World Tour -- Oracle today announced Fusion Agentic Applications for customer experience (CX). The new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications for CX can make and execute decisions within sales, service, and marketing processes by securely accessing unified enterprise data, workflows

Oracle says AI agents can make sales, service and marketing decisions Stock Titan

国际数据公司（IDC）9日发布2026年第一季度全球PC市场初步追踪数据：全球PC出货量同比微增2.5%至6560万台，在宏观经济承压、内存短缺、地缘冲突扰动物流的多重压力下，依然实现正增长。头部厂商中，联想以25.2%市占率稳居全球第一，出货量同比增长8.6%，达到1650万台，增速是市场平均水平的3.4倍。本次数据显示，2026 年Q1全球传统 PC 出货量显著高于今年2月预测的6360万台，短期增长由部件涨价预期、Windows 10迁移需求及新品集中上市拉动。IDC判断，随着整机价格持续走高，2026年剩余季度全球PC出货量或承压。厂商供应链稳定性与核心零部件获取能力将成为决胜关键，覆盖全价位段的产品组合更能抵御市场波动。(国是直通车)

CoreWeave stock popped on Thursday amid an expanded $21 billion cloud computing infrastructure deal with Meta Platforms for artificial intelligence workloads.

李佳琦的成功是美妆直播“超头时代”的缩影。 4月8日，在一场颁奖活动的演讲中，美腕（上海）网络科技有限公司合伙人李佳琦哽咽宣布将短暂暂停直播。随后，“李佳琦说可能缺席两个季度直播”话题冲上热搜。 当日深夜，李佳琦在社交平台上发文回应，称自己没有退休，缺席直播是为了拍摄综艺，并在评论区纠正口误：是两个月，不是两个季度，且第一个月已经拍摄结束。 被称为“口红一哥”的李佳琦曾凭借一己之力改写美妆直播格局，创造了无数销量神话。 在业内看来，此次李佳琦的阶段性“停播”，是国内美妆直播生态从“超头主导”向“品牌自播”转型的一个标志。 美妆直播的“超头时代”落幕 提及国内美妆直播，李佳琦是绕不开的标志性人物。凭借对美妆产品的精准解读、极具感染力的带货风格，以及“全网最低价”的优势，李佳琦成为美妆直播赛道的“顶流”，甚至一度成为美妆直播的代名词。 李佳琦的成功是美妆直播“超头时代”的缩影。 多位美妆品牌从业人士向记者表示，在直播电商野蛮生长的初期，美妆行业的线上销售高度依赖头部主播，尤其是以李佳琦等为代表的超级头部。彼时，品牌方缺乏成熟的线上运营能力，直播带货作为一种新型销售渠道，其核心竞争力集中在“流量”与“价格”两大维度——头部主播凭借庞大的粉丝基数，为品牌带来瞬间爆发的销量，而品牌方则愿意支付高额的佣金和坑位费，换取头部主播的曝光。 当时的美妆行业形成了“品牌依赖超头、超头主导流量、流量决定销量”的行业格局。不少新品牌也因为与几个头部大主播深度捆绑迅速起量。 然而，盛极而衰。过度依赖单一超级头部，也让品牌面临巨大的经营风险，一旦主播出现停播、负面舆情等情况，品牌的线上销量便会受到直接冲击。比如此前因为主播言论不当，花西子眉笔事件发酵曾一度让该品牌一蹶不振。 另一方面，超级头部主播的议价权不断提升，品牌方不仅要承担高额佣金与坑位费，还要接受“全网最低价”的要求，导致利润空间被大幅压缩，许多品牌陷入“卖得越多、亏得越多”的困境。以抖音平台为例，《2023年中国直播电商行业研究报告》显示，2022年抖音平台达人直播的平均佣金率已超过20%，部分头部主播的坑位费高达数十万元。 记者注意到，不止李佳琦，近年来董宇辉、辛巴、小杨哥等头部主播均呈现出“淡出视野”的趋势。头部主播群体的集体调整，背后是美妆甚至整个直播生态的变化：曾经的“超头主导”模式，已难以适应行业发展的需求。 达播收窄，自...

️ Latest news from the first round at Augusta National ️ Official leaderboard | Follow us on Bluesky | Mail Scott Welcome, patrons, to the 90th staging of the Masters Tournament. And with Rory McIlroy having finally got his hands on his holy grail, as the man himself wondered: what is there left for us all to talk about now? Well, how about … can world number one Scottie Scheffler, supposedly in crisis with just the one win on Tour this year (!) sort himself out in time to grab a third Green Jacket? Will Jon Rahm or Bryson DeChambeau chalk one up for LIV Golf? Can Xander Schauffele, Ludvig Åberg or Justin Rose, so often there or thereabouts at Augusta National, take the final step? Will Cameron Young repeat Rory’s feat last year of following up victory at the Players with success here? Would Tommy Fleetwood be the most popular winner? Or is that Bob MacIntyre? Oh, and what price Rory becoming only the fourth man, after Jack Nicklaus, Nick Faldo and Tiger Woods, to successfully defend his title? What about all of that? Continue reading...

The Dow Jones index dropped Thursday ahead of key inflation data. CoreWeave stock surged on a deal with Meta Platforms.

当AI智能体取代人类成为企业软件的“主要用户”，传统SaaS的商业模式、API调用计费以及企业的算力成本结构，即将迎来一场指数级的颠覆与重构。 4月8日，a16z发布深度行业访谈的播客内容，播客主播Erik Torenberg对话知名云存储公司Box CEO Aaron Levie、前微软高管及知名投资人Steven Sinofsky，以及a16z合伙人Martin Casado，就“AI智能体”时代下的企业软件变革、算力成本激增以及华尔街的定价模型误区展开了激烈讨论。 （从左到右依次：Erik Torenberg、Steven Sinofsky、Aaron Levie、Martin Casado） 云存储公司Box CEO Aaron Levie提出了一个核心假设： 如果你拥有的智能体数量是人类的100倍或1000倍，那么你的软件必须为智能体而构建。 这意味着，软件的交互界面正从面向人类的UI（用户界面）转向面向AI的API（应用程序接口）、CLI（命令行界面）或计算机使用（Computer Use）。 企业级软件的逻辑，正在从“人类使用工具”演变为“智能体调用系统”。 然而，由于大型企业的合规摩擦与IT预算体系的僵化，AI在真实商业环境中的渗透速度或将不及预期，但其最终爆发的市场规模，将远远超出当前资本市场的测算。 01 打破华尔街的“零和思维”，SaaS商业模式的增量空间 在市场普遍担忧AI可能摧毁传统SaaS商业模式时，与会嘉宾给出了截然不同的研判，认为现有的财务模型完全算错了这笔账。 Steven Sinofsky 直言，目前市场最大的误判在于华尔街的财务模型： 现在最大的问题是，每个人都在试图弄清楚这一切的经济学原理，但他们对于这个机遇究竟有多大，预估至少差了一个数量级。 Steven Sinofsky直言不讳地指出，华尔街目前充斥着“固定的收入蛋糕和零和博弈思维”，他们仍旧用线性的增长曲线来论证GPU和Token（词元）的庞大支出。 Sinofsky将当下的AI类比为早期的PC和云计算时代。过去，市场认为云计算只是将本地服务器的预算转移到云端，却根本没有预料到“资源平权后，人们会消耗一千倍以上的计算资源”。 在AI时代，随着软件代码生成量的呈指数级暴增，以及移动端设备全面接入AI，算力资源的消耗将以惊人的速度扩张。 对于企业未来的业绩想象空间，Aaro...

易德龙公告，拟以500万元-1000万元回购公司股份，回购价格不超过45元/股。

借势“龙虾”，腾讯赶场入局。 2026年春，OpenClaw掀起 “全民养虾”热潮，让腾讯罕见地站上了AI应用层的风口。一个月内，WorkBuddy、QClaw、CodeBuddy等十余款Agent产品密集上线，微信、QQ、企业微信等全线打通。 热闹背后，一个更深层的战略轮廓正在浮现：腾讯并非在追逐一时的“龙虾”热度，而是在加速落地一套以超级入口和工程化能力为核心的AI追赶路径。 “慢半拍”的腾讯，正在加速“补课” 腾讯在自研大模型上的滞后，已是公开的秘密。 2025年初，DeepSeek的爆火给腾讯带来直接冲击。元宝接入DeepSeek后一个月内，日活增长约20倍；2026年初，腾讯也豪掷10亿元红包为元宝APP引流，但效果相对有限。 市场有声音认为，用户更多是冲着DeepSeek开源模型和现金红包留在元宝APP，这在某种程度上因为反映了混元还未能完全满足用户的预期。 腾讯并非没有意识到问题的严峻。李强在接受《科创板日报》记者采访时也坦言，如果模型处于比较好的位置、性能比较强，留住客户的能力也相对较强。 “首先把精力放在‘引擎’的研发上面，当然我们也承认我们今天还有很多的路要走，我们也在补课，但补课的进度是比较快的。”李强强调道。 在3月腾讯披露的2025年全年业绩报告中，“AI”一词贯穿始终。数据显示，2025年腾讯全年资本开支达792亿元，研发投入857.5亿元，均创下历史新高。 腾讯总裁刘炽平也透露，2026年腾讯预计还会增加资本开支，获取算力支撑模型训练和推理，同时有额外的算力对外租售。“去年腾讯在AI新产品上投入了180亿元，今年至少翻倍。” 与此同时，腾讯在人才和组织上密集补强。 2025年底，腾讯先后引入了OpenAI前研究员姚顺雨担任首席AI科学家、原新加坡Sea AI Lab高级研究科学家庞天宇任混元首席科学家。2026年3月，有消息称腾讯AI Lab被撤销，部分人员并入混元团队。这也意味着，腾讯正在将所有AI研发力量集中到大模型主线上。 然而人才引进、组织调整，也难以瞬间缩小时间差问题。混元3.0要等到4月才正式发布，而字节的豆包、阿里的通义已经完成了多轮迭代和生态渗透。 可以看到，当前腾讯的选择是，在底层模型追赶的同时，借助“龙虾”的东风，用应用层产品矩阵抢占入口，用工程化能力放大现有模型的效果。 借“龙虾潮”东风：抢占入口、搭建“脚手架”工...

Former Hong Kong leader Leung Chun-ying has launched a traditional Chinese medicine (TCM) trading platform aimed at connecting mainland Chinese manufacturers with international markets by leveraging the city’s testing and certification systems. Leung, also vice-chairman of the National Committee of the Chinese People’s Political Consultative Conference, said on Thursday that the platform, an independent third party, aimed to promote the centralisation, standardisation, marketisation and...

在耐克创立的50多年里，它经历过很多次悬崖边上的「绝地求生」。 由于和鬼冢虎合作终止，耐克在创立之初面临无货可卖的困境，但公司联合创始人、痴迷改进跑鞋的前田径教练鲍尔曼从华夫饼模具中获得了灵感，发明了具有超强抓地力的华夫底跑鞋，凭借它，耐克在70年代美国的慢跑热中站稳脚跟。 1980年代，耐克在跑步领域遭遇瓶颈，股价跌至个位数，创始人菲尔·奈特拿出公司所有预算孤注一掷，从阿迪达斯和匡威眼皮子底下抢走并签下乔丹。结果新秀乔丹大放异彩，耐克为其量身打造的鞋也因被NBA禁赛一炮而红。耐克从此打开篮球市场，开始步步为营直至坐稳北美市场头把交椅。 每次的逆风翻盘，你都能看到耐克身上的「鞋狗」气息：痴迷创新，对产品极度专注，喜欢打破常规，要做竞技体育赛场上的「反叛赢家」。但最近两年，人们开始怀疑耐克的「鞋狗」精神消失了。由于过于依赖经典鞋款，以及激进改革DTC渠道破坏了和经销商的关系，耐克先是在24财年创下了过去10年来的营收最慢增速，紧接着又在25年Q1营收下滑10%，净利润缩水近3成。 即使到了26财年第三季度（25年11月-26年2月），耐克的一些经营数据仍然刺眼：它113亿元的季度营收仅与去年同期持平，毛利率下降了130个百分点到40.2%,净利润大跌35%到5.2亿美元，预计Q4的营收还会下滑2%-4%。 但当公司再次站到悬崖边，临危受命成为救火CEO的老将Elliott Hill却极力告诉外界，这些都是耐克重回「鞋狗」路上必经的痛苦阶段： 「我们正在重塑市场，重构运营方式，我们相信这将帮助我们更好地服务消费者，同时提升业务运营效率。」Hill还主动提到公司清理经典鞋款库存的做法，带来了大约5个百分点的负面影响。「这是我们有意为之，也是必要的。」 Hill的笃定自有他的底气。同样是在26财年第三季度， 耐克的跑步业务增长超20%，经销商渠道增长5%，库存资产减少1%，还出现了霸榜和全球售罄的产品。 「我们正以高度紧迫感推进各项工作，它并非简单地着眼于解决现有问题，而是一次重建。Brand by brand. Sport by sport. Country by country. Partner by partner」。 Hill一次次告诉大家， 耐克正在、也必须回归到「鞋狗」的路上，尽管这条路注定艰难又漫长。 跑步业务增长20%，Nike Mind全球售罄 无论在内部...

AMD confirms Ryzen 9 9950X3D2 priced at $899 TechSpot

英国国防大臣约翰・希利周四表示，今年早些时候俄罗斯潜艇在英国海域逗留约一个月期间，英国已部署武装力量，阻止其袭击本国海底电缆与管道设施。 希利称，英军及挪威等盟友对俄方舰艇的恶意活动进行了追踪与威慑，并表示此次公开相关行动，就是要让俄罗斯总统弗拉基米尔・普京知晓这些潜艇已被发现。 他表示，这些潜艇现已离开英国海域向北驶去，目前没有迹象显示水下基础设施遭到破坏。 “我要对普京总统说：‘我们已经发现你们了。我们注意到你们在我方电缆和管道附近的活动，你们应当明白，任何破坏这些设施的企图都不会被容忍，必将招致严重后果。’” “我方武装力量已让他们清楚意识到，自己正处于监视之下，其行动并未如普京总统所计划的那样隐秘，这场企图秘密开展的行动已然暴露。” 希利透露，俄方此次行动出动了一艘阿库拉级攻击核潜艇，以及隶属于俄罗斯深海研究总局的两艘特种潜艇。 责任编辑：李肇孚

1、应习近平邀请 越共中央总书记、国家主席苏林将访华； 2、国务院印发《中国（内蒙古）自由贸易试验区总体方案》； 3、【凝心聚力 真抓实干 奋力实现“十五五”良好开局】山东：陆海并进 加快建设新型能源体系 贵州：高效利用 推动资源全产业链发展； 4、前2个月我国消费品工业开局良好； 5、前两个月我国规模以上电子信息制造业增加值同比增长14.2%； 6、国家药监局首次发布化妆品行业标准； 7、中国第42次南极考察取得丰硕成果； 8、京雄首次开展“人工智能+教育”深度合作； 9、横琴口岸今年出入境客流突破1000万人次； 10、华南地区进入前汛期 灾害风险较高； 11、南方多地遭遇强降雨； 12、美称美伊将于11日在伊斯兰堡举行谈判 伊朗称3项停战条款遭违反； 13、以称对黎真主党发起最大规模打击 黎称袭击致254人死亡 多方谴责以色列空袭黎巴嫩； 14、日本民众集会抗议高市政权破坏和平宪法； 15、俄称打击乌军港口 乌称袭击俄军集结区； 16、吕特称美总统对北约盟友的失望很明显； 17、今年3月为美国本土有记录以来最热3月。（央视新闻）

Micron Technology Sees Increased Institutional Investment National Today

Netflix skeptics have been wrong for two decades. Are they still wrong in April 2026?