格隆汇4月17日｜奥本海默将GE Vernova的目标价从871美元上调至1139美元，维持“跑赢大市”评级。(格隆汇)

Purchase obligations from hyperscalers and Nvidia have topped $640 billion, more than doubling in the past year and up six times in the past five years.

美国白宫管理和预算办公室主任拉塞尔・沃特周四在一场听证会上被追问时，拒绝向参议员们提供针对伊朗军事行动的开支预估。 沃特表示，白宫正在起草一份追加国防资金的申请，但拒绝透露这场冲突迄今已耗费纳税人多少资金，只对议员称相关开支每天都在“波动”。 有媒体报道称，政府已为此次冲突花费500亿美元。当俄勒冈州民主党参议员杰夫・默克利就此向沃特求证时，他表示：“现阶段我不想对此作出定性表述。” 这一回答并未让这位资深民主党议员满意。默克利对沃特说：“我本以为你们会有相当准确的数据，因此对这个回答有些失望。” 沃特同样拒绝证实相关报道，即政府计划提交一份规模在800亿至1000亿美元的申请，用于资助对伊军事行动。 “如果你身处战争部内部，就会知道这些开支每天都在变动。所以我认为很难给你一个平均成本。”沃特称。 多位参议员认为，这场战争每周耗费政府约100亿美元，但这一数字尚未得到白宫或国防部的官方确认。 默克利随后指责沃特在联邦债务已超38万亿美元之际，试图“隐瞒”战争开支。 他表示：“他不想让具体数字曝光，因为数额巨大，而且美国民众会对我们每天为此投入10亿至20亿美元感到极为不安。” 白宫在2027财年预算提案中申请了1.5万亿美元国防开支，但这笔资金并不包含其希望国会尽快批准、用于对伊军事冲突的追加拨款。 沃特对参议员们表示，白宫正“着手制定”一份国防追加拨款申请，以覆盖对伊军事行动的相关开支。 “我们正在为国会准备一份应对额外需求的追加拨款方案，相关审核流程仍在推进。部分原因取决于战争持续时长……也取决于部分项目是归入2026财年还是2027财年。”他说。 在周四的听证会上，默克利与沃特还就白宫在年度预算提案中未列入2027财年赤字预测一事发生争执。 默克利称：“我注意到你们的预算中没有包含赤字数据，尽管法律对此有明确要求。” 沃特辩解称，白宫提交的是一份“自主性预算”，在国会仍在推进可能影响赤字数据的预算协调工作之际，“不应混淆公众认知”。 他表示，白宫将在年中发布联邦赤字预测。 “我们将在年中评估阶段依法披露相关进展。”沃特说。 责任编辑：陈钰嘉

格隆汇4月17日｜法国巴黎银行的经济学家表示，无论中东冲突是继续还是消退，日本都可能面临持续的通胀压力。他们称，长期的紧张局势可能会推高通胀预期，而且即便局势得以平息，能源价格也很难迅速恢复到冲突前的水平。他们还指出，国内的压力因素，如更高的招聘成本，也加剧了价格上涨的趋势。他们表示：“如果日本央行以不确定性为由放弃加息，似乎会面临严重落后于形势发展的风险。”

Tesla Poaching From TSMC? Terafab Project Recruitment in Taiwan Targets Top Semiconductor Talent TradingKey

President Donald Trump claimed Iran has made key concessions in negotiations with the US and that a deal to end the war — which has left thousands dead and rattled energy markets — could be announced “fairly soon.” The US president said it may be unnecessary to renew a two-week ceasefire with the Islamic Republic before it expires next week, defying expectations that an extension will be needed to allow more time for diplomacy. “Iran wants to make a deal. They are willing to do things today that they weren’t willing to do two months ago,” Trump said Thursday. “We have a very successful negotiation going on right now. If it happens, it will be announced fairly soon.” Some leaders in Arab states in the Persian Gulf and Europe expect it will take about six months to agree a peace accord and that the ceasefire should be extended to cover that period, according to officials familiar with the matter, who asked not to be identified discussing private talks. Tehran has yet to comment on the US president’s claims that Iran has dropped its opposition to key US demands, including over its nuclear program. The two sides might meet for a second round of direct negotiations this weekend, Trump said. His repeated predictions of a quick end to the war are nonetheless reinforcing optimism in global markets. Wall Street gauges closed at all-time highs, while momentum in Asia faded as investors trimmed positions ahead of the weekend. The MSCI All Country World Index — the broadest gauge of global stocks — slipped 0.1% after a 10-day rally that drove it to a record high on Thursday. Global benchmark Brent crude fell 1.3% to $98.10 a barrel. Treasuries and a gauge of the dollar were little changed in a cautious end to the week. Read More: Oil Drops as War Nears 50-Day Mark and Trump Strikes Upbeat Tone Israel and Lebanon agreed to a 10-day ceasefire starting in the early hours of Friday in the Middle East. Israeli Prime Minister Benjamin Netanyahu confirmed the truce, calling it a step ...

格隆汇4月17日｜瑞穗将好市多的目标价从1065美元上调至1100美元，维持“跑赢大市”评级。(格隆汇)

格隆汇4月17日｜A股三大指数今日涨跌不一，截至收盘，沪指跌0.1%报4051点，深证成指涨0.6%续创逾4年新高，创业板指涨1.43%续创近11年新高，北证50指数涨4.77%。全市场成交额2.45万亿元，较前一交易日增量979亿元，近3000股下跌。 盘面上，龙头中际旭创Q1业绩高增，CPO概念爆发，光迅科技、剑桥科技等近十股涨停；台积电搭建CoPoS封装技术的试点产线，玻璃基板板块走高，帝尔激光、沃格光电等多股涨停；PCB、消费电子板块活跃，斯迪克等多股涨停；F5G概念、通信网络、商业航天及复合集流体等板块涨幅居前。另外，酒店股走低，君亭酒店跌逾5%；快递股走弱，申通快递领跌；旅游、厨房电器及CRO等板块跌幅居前。(格隆汇)

欧洲主要股指开盘多数下跌，欧洲斯托克50指数跌0.19%，英国富时100指数跌0.04%，法国CAC40指数涨0.06%，德国DAX指数跌0.06%。

格隆汇4月17日｜德国DAX指数涨0.36%，英国富时100指数涨0.29%，法国CAC40指数跌0.14%，欧洲斯托克50指数跌0.12%，意大利富时MIB指数跌0.27%。

Nagarro ( NGRRF ) has appointed Prateek Aggarwal as CFO and a member of the management board, effective May 1, 2026, for an initial term of three years. Aggarwal has over 20 years of experience in finance leadership within global IT services companies and has a proven record of enhancing finance organizations and financial excellence. He recently held a senior value creation role at RPSG Group. Before that, he was CFO at HCLTech and Hexaware Technologies, overseeing global finance and supporting business growth. More on Nagarro SE Historical earnings data for Nagarro SE Dividend scorecard for Nagarro SE Financial information for Nagarro SE

格隆汇4月17日｜国海证券研报指出，宇通客车2025年业戴畅绩与分红双优，出口与新能源延续增长动能。认为中国客车进入“国内修复+出口扩张”新阶段。国内市场虽结构分化，但新能源公交更新周期逐步开启，在设备更新与以旧换新政策延续背景下，未来2-3年具备确定性支撑；与此同时，出口延续高增长态势，新能源产品加速向多元场景渗透，有望带动行业均价与盈利能力持续提升，成为利润弹性核心来源。作为行业龙头，宇通客车在全球新能源客车领域竞争优势持续强化，出口结构优化有望推动盈利能力再上台阶。维持“增持”评级。

乌克兰和罗马尼亚当局周五表示，俄罗斯夜间发动的无人机袭击损毁了乌克兰多瑙河最大港口伊兹梅尔的港口基础设施，另有一架无人机误入罗马尼亚境内。 该港口位于乌克兰西南端，隔多瑙河与罗马尼亚相望。它已成为战时乌克兰重要且屡遭袭击的物流枢纽。 乌克兰社区与领土发展部称，袭击引发火灾，救援部门已迅速将火势控制。行政与生产建筑以及铁路基础设施均遭损毁。 该部门表示：“对该地区港口基础设施的袭击已连续多日发生。”并称暂无人员伤亡。 乌克兰海港管理局未点名该港口，但表示港口仍在继续运营。 乌克兰空军称，俄罗斯自周四18时（格林尼治标准时间15时）起，向乌克兰发射了1枚弹道导弹和172架无人机。防空部队击落或拦截了147架无人机，但该枚导弹及20架无人机击中了8个地区。 敖德萨州州长表示，至少有6栋居民楼被击中，袭击还导致多瑙河生态保护区起火。 罗马尼亚国防部称，在俄罗斯夜间对乌克兰发动袭击期间，其雷达系统监测到一架无人机侵入罗马尼亚领空。 责任编辑：李肇孚

ETF收盘涨跌不一，通信ETF（515880）领涨4.91%，通信ETF（159583）涨4.50%，通信ETF（515050）涨4.30%，香港医疗（526010）领跌3.95%，医药ETF（512010）跌2.92%，港股通医疗ETF（159137）跌2.61%。

期货收评：截至收盘，国内期货主力合约涨多跌少。集运欧线涨超6%，碳酸锂、不锈钢、生猪。尿素涨超2%，鸡蛋、玻璃、沪镍涨超1%；跌幅方面，铂、钯跌超2%，丁二烯橡胶、20号胶、橡胶、沪银跌超1%。

【收评：创业板指涨超1%再创近11年新高 算力硬件方向持续爆发】财联社4月17日电，三大指数涨跌不一，沪指窄幅震荡，创业板指涨超1%，再创近11年新高，源杰科技股价超越茅台成A股新“股王”。黄白线分化明显，权重股表现较强。沪深两市成交额2.43万亿，较上一个交易日放量839亿。盘面上，市场热点快速轮动，全市场近3000只个股下跌。从板块来看，算力产业链持续爆发，其中CPO概念反复活跃，十余只成分股涨停，剑桥科技、光迅科技涨停创历史新高，华盛昌5天3板。PCB概念延续强势，广合科技涨停创历史新高。液冷服务器概念持续活跃，圣阳股份7连板，博杰股份、金富科技、康盛股份、海亮股份涨停。算力租赁概念再度走强，利通电子4天3板续创历史新高，合力泰、品高股份封涨停。下跌方面，旅游酒店概念集体调整，桂林旅游、西安旅游、丽江旅游纷纷下挫。截至收盘，沪指跌0.1%，深成指涨0.6%，创业板指涨1.43%。

格隆汇4月17日｜据英国金融时报，曾自称将梅拉尼娅介绍给美国总统的纽约前模特经纪人保罗·赞波利(Paolo Zampolli)，如今正作为美国特使在全球推行备受争议的“交易型外交”。他以“20分钟内达成200亿美元”为口号，将政治准入权与商业采购深度挂钩，其非正式且高度逐利的操作模式，正引发外界对美国外交政策私人化及权力滥用的高度关注。 “我的头号老板是美国总统。我的指示来自白宫、商务部和战争部……一切都是为了推进‘美国优先’议程。”“如果你想让总统满意，那就去买波音公司的飞机。这是世上最简单不过的事情了。” 赞波利的外交逻辑简单粗暴：用商业大单换取与美国总统的接触机会。他向媒体坦言，每当外国官员寻求接触特朗普时，他给出的明确路径就是“买波音(Buy Boeing)”。他不仅以此自诩为“全球排名第二的波音无薪销售员”，且行迹遍布全球。上周，他刚以官方身份陪同美国副总统万斯赴匈牙利洽谈核能协议，此前还前往乌兹别克斯坦推销波音飞机，并在罗马尼亚首都推动建设“特朗普公园”以庆祝美国独立250周年。对于这种将国家政务转化为推销术的做法，波音公司拒绝置评。

The naturalist revisits the family of apes he had a goosebump-inducingly famous encounter with 50 years ago. You’ll find yourself overcome with awe The most famous sequence in all of wildlife film-making happened 48 years ago. During the filming of Life on Earth – the groundbreaking BBC show that set the blueprint of nature programming as we know it today – David Attenborough crept through the forests of Rwanda, and unexpectedly found himself being playfully set upon by a family of gorillas. As they clambered over him, Attenborough turned to camera and said: “There is more meaning and mutual understanding in exchanging a glance with a gorilla than with any other animal I know.” Almost half a century on, the sequence still has the power to give you goosebumps. This is possibly why it has formed the backbone of a new documentary. A Gorilla Story is a much starrier affair than its predecessor – it was directed by the Oscar-winning James Reed and boasts Leonardo DiCaprio as an executive producer – but its conceit is fascinating: after all this time, how are those same gorillas doing? Continue reading...

Seizure numbers hit a 17-year high as an estimated 300,000 uninsured vehicles are driven each day.

A股三大指数今日涨跌不一，截至收盘，上证指数跌0.1%，深证成指涨0.6%，创业板指涨1.43%，北证50涨4.77%。全市场成交额24529亿元，较上日成交额放量979亿元，全市场超2300只个股上涨。板块题材上，CPO、PET铜箔、PCB、光刻机、光纤、电池、风电设备、半导体板块涨幅居前；旅游及酒店、创新药、油气开采及服务、煤炭开采加工、猪肉、白酒、游戏板块跌幅居前。盘面上，光模块巨头中际旭创一季度业绩强劲推动CPO、PCB等算力硬件股走强，剑桥科技、广合科技、世嘉科技等10余股涨停，中际旭创再创新高。固态电池概念股午后走高，明冠新材20cm涨停，传艺科技、可川科技等多股封板，近期锂电池产业链上市公司的年报与业绩会，“固态电池”成为高频词之一。北交所个股午后大幅拉升，北证50指数一度涨超5%。另一方面，CRO、创新药板块多数调整回吐部分前期涨幅，药明康德盘中跌超6%。白酒股多数走低，贵州茅台盘中跌超4%，其公布的年报营收、净利润首次同比下降。

格隆汇4月17日丨国内商品期货收盘，涨多跌少。集运欧线涨超6%，生猪、不锈钢等涨逾2%，沪镍、甲醇等涨超1%，棉花、棉纱等小幅上涨；铂、钯跌超2%，沪银、橡胶等跌逾1%，红枣、短纤等小幅下跌。

国际货币基金组织（IMF）中东和中亚部主任吉哈德·阿祖尔16日表示，自2月28日美国和以色列对伊朗发动军事打击以来，中东与北非这一全球重要经济走廊遭受了多方面的严重冲击。在该地区受冲突影响的8个石油出口国中，5个预计将在2026年出现经济萎缩。 IMF和世界银行春季会议本周在美国首都华盛顿举行。阿祖尔16日在一场新闻发布会上对媒体表示，中东战事扰乱了能源市场、贸易路线以及商业信心。全球约五分之一的石油运输以及大量液化天然气运输需要经过霍尔木兹海峡，该海峡的通航目前几乎陷入停滞，袭击和预防性停产使石油和天然气产量减少。 阿祖尔说，除了油气以外，全球约三分之一的海运化肥贸易经由该贸易通道运输，海湾合作委员会国家占全球硫磺出口的40%以上、氨和氮肥出口的20%左右。这些商品价格上涨直接转化为食品成本上升，影响到中东和北非、南亚以及非洲一些最脆弱的人群。 此外，战事也对服务业造成冲击，导致航空运输骤降、海运保险费用飙升、航运路线延长、物流链条变得更加脆弱。(新华社)

TSMC reports a 6.4% increase in revenue and robust demand for 3-nanometer technology, despite challenges in smartphone and automotive segments.

Vietnamese budget carrier VietJet Air has agreed to lease as many as 10 Chinese-made C909 regional passenger jets, giving a lift to their manufacturer’s goal of vying with Airbus and Boeing in overseas civil aviation. VietJet said in a statement on Thursday night it had agreed with SPDB Financial Leasing, a subsidiary of Shanghai Pudong Development Bank in China, to finance the aircraft through operating leases. Commercial Aircraft Corporation of China (Comac) makes the jets that are the subject...

股指期货午盘收盘，主力合约涨跌互现。沪深300股指期货(IF)主力合约跌0.23%，上证50股指期货(IH)主力合约跌1.15%，中证500股指期货(IC)主力合约涨0.43%，中证1000股指期货(IM)主力合约涨0.97%。

George Robertson has joined Reform and the Tories in making the case. Look welfare recipients in the face and say that The benefits budget is now a magic money tree. Whenever Conservatives or Faragists make wild promises – tax cuts, more police, more punishment, more bonuses for marriage – and are asked how they would pay, the answer is always “welfare”. The sums are enormous. “Only the Conservatives will cut welfare spending by £23bn and get Britain working again,” the party insists. More unexpected was the klaxon from the Labour peer George Robertson this week, demanding a cut in benefits to finance defence. “We cannot defend Britain with an ever-expanding welfare budget,” said the ex-Nato chief , wanting to pluck this juicy plum to fund defence. Good to see him slapped down sharply by the government: there is no “zero-sum game” between these two budgets, said the chancellor’s deputy, James Murray . Guardian Newsroom: Can Labour come back from the brink? On Thursday 30 April, join Gaby Hinsliff, Zoe Williams, Polly Toynbee and Rafael Behr as they discuss how much of a threat Labour faces from the Green party and Reform UK – and whether Keir Starmer can survive as leader. Book tickets here or at guardian.live Polly Toynbee is a Guardian columnist Continue reading...

Researchers say mainstream framing of the condition as a characteristic for success can be invalidating for those who are struggling Kirsty Brown is a keen golfer. “If I could just transport myself straight to the first tee, that would be amazing,” she says. “But getting there on time, remembering all my kit, making sure I’ve eaten before I play – all those aspects are more challenging than competing itself.” Brown, who has attention deficit hyperactivity disorder (ADHD), admits that can be hard to explain to coaches or teammates. “It doesn’t necessarily make sense to them – it doesn’t really make sense to me either.” A researcher at the University of Birmingham, Brown is studying neurodivergent athletes in sport. And while plenty of well-known sportspeople now talk openly about their ADHD diagnoses, no one truly knows the condition’s impact on participation or performance. “There’s not a huge amount of research yet,” Brown says. “We have some case studies but in terms of data, we’re not there.” Continue reading...

Manchester City and Arsenal managers were both schooled in the expansive Barça tradition but the latter opting for caution could be his team’s undoing When Pep Guardiola was preparing for the challenge of taking on Jürgen Klopp’s peak Liverpool team at Anfield in February 2021, training that week at Manchester City was a little different, according to Oleksandr Zinchenko. Guardiola’s instructions seemed counterintuitive. “Guys, let’s start from the goal-kick, I want you to make at least three or four touches on the ball,” the manager told them. “Most of the teams come to Anfield and shit themselves. They want to play one touch, two touch. ‘Oh, don’t give me the ball! Oh you take it!’ But you have to play with big balls at Anfield! Big balls! ‘Give me the ball!’ Demand it! If you need to dribble past two or three players, do it. But play football. I want you to play football.” Zinchenko recalls that Guardiola made the same speech before they walked out at Anfield. “Teams coming here are scared. They play one or two touches, and that’s what Liverpool like, because they get the ball back so quickly. I want you to be brave. Play your football!” as Zinchenko puts it in his autobiography, Believe. Admittedly that game came in the midst of City’s record-breaking 21-game winning run that season but was also Guardiola’s first win at Anfield , so not dissimilar to the title showdown at the Etihad Stadium on Sunday with Arsenal. Continue reading...

Though welcomed by chefs and campaigners, many schools say the government’s plan to remove ‘grab and go’ options from the menu is a step too far It is lunchtime at Richard Challoner school, a Catholic comprehensive for boys in New Malden, south-west London. The familiar smell of school lunch is beginning to waft around the corridors. In the canteen, there is a moment of calm as the kitchen team make final preparations before year 7 descend – a mass of chatting, laughing boys, with backpacks swinging and empty tummies grumbling. Continue reading...