格隆汇4月17日｜通用汽车、福特汽车盘前分别上涨2.5%以及0.6%。消息上，据多家媒体消息，美国国防部已与通用汽车和福特汽车等汽车巨头展开谈判，计划让民用汽车工厂转产武器和军事装备，以补充因乌克兰和中东战事而急剧消耗的弹药库存。如果谈判落地，军工订单将成为大型汽车制造商新的收入增长点。

美国哥伦比亚特区联邦地区法院法官理查德·莱昂16日延长了白宫宴会厅改造项目的暂停令，只允许建设掩体等地下安全设施。美国总统特朗普对该裁决猛烈抨击，称“决不接受”。特朗普当天在社交媒体上发文称，“这座宴会厅对国家安全至关重要，绝不容许任何法官阻挠这一具有历史意义且在军事上具有绝对必要性的重大项目”。莱昂3月底曾下令特朗普政府暂停白宫宴会厅改造项目，直至获得国会授权。(新华社)

緬甸宣布在新年第一天，特赦逾4,500名囚犯，前領導人昂山素姬獲減刑。 今次特赦有4,335名緬甸籍囚犯獲減刑釋放，而179名外籍在押人士則會被驅逐出境。根據特赦令，被判死刑的囚犯將改判終身監禁；而原本被判終身監禁的囚犯，刑期將減至40年；原本刑期少於40年的囚犯，將扣減六分之一的刑期。獲釋的包括前總統溫敏。 昂山素姬的民選政府在2021年被軍事推翻，隨後被指控貪污等多項罪名，被判27年監禁。律師指按照特赦令，她將可獲扣減六分之一，即是4年半的刑期。

UK Prime Minister Keir Starmer faced mounting pressure to quit on Friday over his appointment of Peter Mandelson as envoy to Washington, after it emerged the veteran politician had failed security vetting. The affair has haunted Starmer for months amid growing anger over Mandelson’s 2024 nomination to the top diplomatic post despite his close ties to late US sex offender Jeffrey Epstein. Mandelson, a long-time insider with Starmer’s ruling Labour Party, has held multiple ministerial posts since...

申訴專員公署批評漁護署打擊殘虐動物的調查工作有欠成效。漁護署表示，每宗個案都有其獨特性，人員會跟據實際資料才決定結案。 漁護署助理署長(檢驗及檢疫)葉彥稱：「如果一次找不到屋主、找不到動物，同時如果在人手可行情況下，都會在不同的時間再去做。有否一個動物都找不到的情況，同事們都會根據實際所收到的資料去結案。我們往往的處理方法就是會找回投訴人，如果投訴人可以提供更多有用資料，例如究竟確定狗吠聲是來自哪一個單位、哪一個方向，甚至哪一些時段，都可以令我們去追查。」 漁護署指調查時，會查看環境及會否有狗吠聲等，亦會詢問鄰居、管理處及保安員等。署方會跟進申訴專員公署的建議，加強與警方的協作，提升執法能力。對於申訴專員公署建議修例及提高罰則，署方會適時檢討，以及研究是否修例反映罪行嚴重性。

Source: Bloomberg, 4:46

海關打擊懷疑侵權卡拉OK違法活動，突擊搜查十多個地點，拘捕七人。 行動中，海關共檢獲28套預載懷疑侵權卡拉OK歌曲的播放裝置、四台載有懷疑盜版電子遊戲的遊戲機，和一批影音器材，估計約值50萬元。 海關上月中至本月中，在中環、紅磡、觀塘及旺角等多區，突擊搜查14間派對房間及一間酒吧，以及突擊搜查兩名網上賣家分別位於彩虹及油塘的住宅單位，檢獲該批器材，並以涉嫌觸犯《版權條例》拘捕五男兩女，包括一名負責人、四名員工及兩名網上賣家，年齡介乎26歲至69歲。所有被捕人士現正保釋候查。

一名男子在上環遭人當街斬傷。 現場是永樂街33號，中遠大廈對開，警方拉起封鎖線調查，地上遺下大灘血漬。 警方早上11時許接報，一名年約52歲的男子在返回公司途中，被兇徒持刀襲擊。救護人員到場時，事主清醒，手腳多處受傷，送往瑪麗醫院治理。

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. US President Donald Trump says the US and Iran could agree to a permanent ceasefire “pretty soon” and talks may resume this weekend. The president also plans to invite Israel and Lebanon to the White House for discussions as their 10-day truce kicks off today. Meanwhile, Bloomberg understands that some European and Gulf Arab leaders think a US-Iran peace deal will take six months to finalise. Keir Starmer faces renewed calls to quit after revelations that his US envoy Peter Mandelson was granted security clearance despite objections from vetting officials. Bloomberg understands the UK prime minister fired the foreign office’s top civil servant, Olly Robbins, over the incident. Today's guest: Aneeka Gupta, Director of Macroeconomic Research at Wisdomtree. (Source: Bloomberg)

格隆汇4月17日丨恒生指数有限公司今天宣布截至2026年3月31日恒生中国高股息率指数的年度指数检讨结果。有关变动将于2026年4月27日(星期一)起生效。成份股数目维持50只。其中，新调入华能国际电力(0902.HK)、新华保险(1336.HK)、特步国际(1368.HK)、万物云(2602.HK)、滔搏(6110.HK)、海尔智家(6690.HK)共六家公司；剔除信义玻璃(0868.HK)、兖矿能源(1171.HK)、中国宏桥(1378.HK)、中煤能源(1898.HK)、周大福(1929.HK)、中国人寿(2628.HK)共六家公司。

Four valuation-related numbers say now is a great time to buy Amazon stock.

Key PointsAmazon is trading at historically low valuation levels.

As the AI boom enters its next phase, Cloudflare and Akamai Technologies are providing the critical infrastructure needed for autonomous agent deployment.

格隆汇4月17日｜据CCTV国际时讯，美国海军方面当地时间4月15日证实，4月9日，美军一架MQ-4C“人鱼海神”无人机坠毁，“地点保密，无人受伤”。美国海军未提供更多信息，没有公布记录，没有给出坐标，没有确认原因。对于这架在绝大多数防空系统射程之上飞行的、价值约2.4亿美元的无人机是如何坠落的，只字未提。这架无人机2.4亿美元的价值超过了两架F-35战机。这是美国在美以伊战争中确认的“单项最昂贵空中损失”。

格隆汇4月17日｜据央视，罗马尼亚国防部17日发布新闻公报称，俄罗斯16日夜间至17日在乌克兰与罗马尼亚边境发动新一轮空袭，一架俄无人机进入了罗马尼亚领空。据罗国防部通报，16日夜间至17日，俄军在乌克兰边境对民用和基础设施目标发动了无人机袭击。罗马尼亚防空系统监控到其中一架无人机进入了罗马尼亚领空。防空系统在旧基利亚附近的无人区附近与其失去雷达联系。罗军方于17日上午前往该区域进行调查。罗国防部称，俄方行为危害地区安全、违反国际法准则。国防部将与相关盟国和国家机构保持密切协调，持续监测责任区内的事态发展，并随时准备采取必要措施保护罗马尼亚的领土和人民。罗马尼亚与乌克兰隔多瑙河相望，部分边境地区毗邻乌克兰港口。

Michael Vi/iStock Editorial via Getty Images Intro American Express Company ( AXP ) has had a rough couple of months, declining 9% in 6 months. With many short-term forces acting against AXP, such as Trump’s intention to cap credit card interest rates at 10% and the oil shock caused by the war, it may provide a nice opportunity to buy based on long-term fundamentals. Since his tweet, Trump has not posted anything else about it, and considering the massive hassle to pass such an act and the massive impact it will have on the economy, I highly doubt this cap will happen. Although there has been a significant de-escalation of the war, there is no certainty of a definitive ceasefire, and the oil shock can reduce spending and even trigger a recession. Out of all of the issuers, I believe AXP is the most resistant,, as its cardholders are generally more financially able to withstand financial pressure. I also believe that in the long term, a recession will not cause AXP to lose cardholders and all of the advantages that come with it. In this article, I will detail its sustainability by explaining its moat, covering its recent changes, and discussing how industry threats can affect AXP in the long term. Business overview AXP operates under a closed-loop system, which means that AXP is the network, the issuer, and, in many cases, the acquirer all at once. Although AXP does not enjoy the margins that Visa ( V ) and Mastercard ( MA ) have, it has an edge in the data it collects. It can collect data on who spent how much, where, and what merchant received it. While owning a network is an incredible business, AXP’s real moat is the customer relationships it has with high-net-worth customers. These cardholders typically spend 50% more, pay their loans faster, and are a key reason why merchants accept paying a higher rate per transaction to Amex. The average proprietary basic card member spend has been steadily increasing at 5% annually over the past 6 years, reaching $25,000 in ...

美军确认一MQ-4C无人机坠毁美国海军方面当地时间4月15日证实，4月9日，美军一架MQ-4C“人鱼海神”无人机坠毁，“地点保密，无人受伤”。美国海军未提供更多信息，没有公布记录，没有给出坐标，没有确认原因。对于这架在绝大多数防空系统射程之上飞行的、价值约2.4亿美元的无人机是如何坠落的，只字未提。这架无人机2.4亿美元的价值超过了两架F-35战机。这是美国在美以伊战争中确认的“单项最昂贵空中损失”。据美国媒体报道，4月9日，这架美军最贵无人侦察机在波斯湾上空执行任务。飞行追踪网站捕捉到这架无人机发出“7700”代码（紧急信号），之后无人机急剧转向伊朗领空，并开始快速、失控下坠，紧接着便从所有监控屏幕上一闪而逝。据称，MQ-4C“人鱼海神”能飞越5万英尺（合15240米）高空，连续滞空24小时，在不加油的情况下覆盖7400海里（合13704.8公里），其360度传感器阵列能追踪数百万平方公里海域内的威胁，并实时向战舰、巡逻机和指挥中心同步传输情报。(CCTV国际时讯)

格隆汇4月17日丨鹏鹞环保(300664.SZ)公告称，公司实际控制人之一王洪春收到江苏省无锡市中级人民法院出具的《刑事判决书》。王洪春犯内幕交易罪，判处有期徒刑二年六个月，缓刑二年六个月，并处罚金1060万元(已折抵及缴纳)。没收违法所得526.40万元上缴国库。公告指出，王洪春未担任公司董事或高管职务，上述判决不影响其股东权利行使及公司管理层规范运作，不会对公司生产经营产生重大不利影响。目前公司日常经营秩序正常，各项业务稳步推进。

Source: Bloomberg, 0:00

Think AMD, Broadcom, or Alphabet Is Nvidia's Biggest Competitor for AI Data Center Space? Think Again... The Globe and Mail

格隆汇4月17日｜在岸人民币兑美元4月17日16:30收盘报6.8263，较上一交易日下跌66点。

宝地矿业公告，2025年营业收入16.12亿元，同比增长34.78%。净利润1.4亿元，同比增长1.47%。公司本次利润分配拟以实施权益分派股权登记日登记的总股本为基数，向全体股东每10股派发现金红利0.7170元人民币（含税）。

格隆汇4月17日｜绿城水务公告，公司收到控股股东通知，公司法定代表人、董事长黄东海被南宁市监察委员会立案调查并采取留置措施。经过半数董事推举，由董事周柏建在董事长黄东海不能正常履职期间，代行公司法定代表人、董事长及其在董事会相关委员会委员的职责。

鹏鹞环保公告，公司实际控制人之一王洪春因涉嫌内幕交易罪被无锡市公安局刑事拘留。2026年4月17日，王洪春收到江苏省无锡市中级人民法院出具的《刑事判决书》，被判处有期徒刑二年六个月，缓刑二年六个月，并处罚金人民币一千零六十万元。侦查机关扣押案款中的人民币526.4万元系王洪春的犯罪违法所得，依法予以没收，上缴国库。王洪春未担任公司董事或高级管理人员职务，判决不影响其股东权利行使及公司管理层的依法规范运作，不会对公司的生产经营产生重大不利影响。

e-crow/iStock via Getty Images Investment Thesis Kinross Gold ( KGC ) is the kind of miner that I like because of a couple of reasons. One is that the cash is already there. Also, the balance sheet is already repaired. And thirdly, I believe the next leg is already visible. That is why I am comfortable rating KGC a Strong Buy because the company finished 2025 with a record free cash flow of $2.47 Bn, a net cash of $1 Bn and a plan to return 40% of FCFs to shareholders in 2026. In addition to that, I also note that management has greenlit 3 US growth projects . And these three together carry a combined post-tax NAV of $4.1 Bn at a $4300 gold price. KGC is also expected to add about 3 Moz of production over time. To me, this is a cash machine with a second engine already being bolted on. KGC's revenue growth y/y sits at 36.95%, while the sector median sits at 4.22%. Also, I note that the FWD revenue growth rate stands at 24.34%, while the sector median stands at 5.97%. Additionally, the FWD EPS long-term growth is at 67%, while the sector median is at 16.31%. I am emphasizing these numbers because they help in explaining why I am comfortable rating the stock a Strong Buy. Seeking Alpha I also note that the company has a healthy visibility about their guidance, given that the company has been meeting their guidance, as noted by the CEO, Paul Rollinson ...we met our guidance once again, delivered robust margins and generated free cash flow of $2.5 billion... ...We've given good visibility on our guidance for 3 years and beyond. So we don't feel under any pressure and what that means is if we saw the right thing and we felt it created value, we'd have a look at it. But we certainly don't feel under any pressure and we're quite happy with the organic profile as it looks today... These two quotes are quite important because they tell me exactly what KGC is built on. It tells me that Kinross hit its numbers, expanded their margins, and paid down debt. Also, they raised the ...