European natural gas prices slipped in tepid early trading during Asian hours. Benchmark Title Transfer Facility futures fell as much as 0.7% to €45.30 a megawatt-hour as of 8:14 a.m. in Singapore, after adding 4.5% on Monday. Just 235 lots had traded across all contracts, compared with a full-day average of more than 760,000 last month. Read More: Europe Energy Traders Brace for 21-Hour Day as Volatility Surges Focus will turn to signs Washington and Tehran may revive peace talks following the start of a US blockade of the Strait of Hormuz. The two sides are in discussions on holding more negotiations for a longer-term ceasefire, people familiar with the matter said. The goal is to hold them before a two-week ceasefire announced April 7 expires, they said. Energy markets have been roiled by the conflict in the Middle East and the near-closure of the Strait of Hormuz, which has cut about a fifth of the world’s liquefied natural gas from global markets. Asian LNG imports have dropped to the lowest in almost six years, potentially offering some respite to European buyers competing for the fuel.

据伊朗法尔斯通讯社13日报道，伊朗伊斯兰革命卫队表示，若与美国和以色列的战争继续，革命卫队将启用“新的军事能力”。 伊斯兰革命卫队发言人说：“我们尚未动用全部能力。如果战争继续，我们将展示出敌人意想不到的能力。” 另据伊朗伊斯兰共和国通讯社报道，伊朗国防部发言人13日说，伊朗武装部队拥有足够的导弹、无人机及其他军事装备，足以继续实施进攻和防御。 美国总统特朗普13日称，美国已于美国东部时间13日10时（北京时间22时）起对所有进出伊朗港口船只实施封锁。伊朗国防部发言人当天表示，美方任何军事干预霍尔木兹海峡和阿曼湾的企图都将失败。(新华社)

The acquisition indicates a capability that OpenAI is building into ChatGPT: financial planning.

Sakorn Sukkasemsakorn/iStock via Getty Images Investment Thesis Astera Labs ( ALAB ) is still a Strong Buy for me even after the post-earnings valuation reset that spooked a lot of people. I am not ignoring the reset. What I am saying is that it created a better setup. And this is because the business kept compounding while the multiples took a punch. In my last article , I said that the AI rack is becoming the new computer. And I still stand by that. But here is the angle I think the market is still underpricing. The real moat is not even silicon that moves bits. It is the software layer that makes millions of links behave, stay healthy, and stay monetized. And that layer is COSMOS. And it is starting to look less like a feature and more like a control plane. My thesis is simple. Astera is moving from "we sell the plumbing" to "we help run the building." And this matters because hyperscalers do not buy connectivity for fun. They buy it to keep expensive accelerators busy, day and night, with no drama. Nicholas Aberle put it in a simple way when he explained that if Astera can lift utilization by even a couple of percentage points, then it more than pays for the solution. And I like this line because it is not a marketing line but more of a CFO line. Ideally, it frames Astera as an ROI tool and not a component vendor. And in AI, the ROI conversation is getting louder as capex numbers grow into what I would call 'national budget' territory. The second pillar to my thesis is that the scale-up market is widening. The company is not standing still with Scorpio X. It expanded the Scorpio X series Smart Fabric Switch roadmap with bigger configurations, support for more protocols, and even optical connectivity hooks. Dell'Oro estimates that the merchant scale-up switching can reach about $20Bn by 2030. And data center capex is expected to reach $1.1Tn by 2029 from $424Bn in 2024. Now, that is a proper market in my view. And when you combine that with a control plane that h...

Sakorn Sukkasemsakorn/iStock via Getty Images Investment Thesis Astera Labs ( ALAB ) is still a Strong Buy for me even after the post-earnings valuation reset that spooked a lot of people. I am not ignoring the reset. What I am saying is that it created a better setup. And this is because the business kept compounding while the multiples took a punch. In my last article , I said that the AI rack is becoming the new computer. And I still stand by that. But here is the angle I think the market is still underpricing. The real moat is not even silicon that moves bits. It is the software layer that makes millions of links behave, stay healthy, and stay monetized. And that layer is COSMOS. And it is starting to look less like a feature and more like a control plane. My thesis is simple. Astera is moving from "we sell the plumbing" to "we help run the building." And this matters because hyperscalers do not buy connectivity for fun. They buy it to keep expensive accelerators busy, day and night, with no drama. Nicholas Aberle put it in a simple way when he explained that if Astera can lift utilization by even a couple of percentage points, then it more than pays for the solution. And I like this line because it is not a marketing line but more of a CFO line. Ideally, it frames Astera as an ROI tool and not a component vendor. And in AI, the ROI conversation is getting louder as capex numbers grow into what I would call 'national budget' territory. The second pillar to my thesis is that the scale-up market is widening. The company is not standing still with Scorpio X. It expanded the Scorpio X series Smart Fabric Switch roadmap with bigger configurations, support for more protocols, and even optical connectivity hooks. Dell'Oro estimates that the merchant scale-up switching can reach about $20Bn by 2030. And data center capex is expected to reach $1.1Tn by 2029 from $424Bn in 2024. Now, that is a proper market in my view. And when you combine that with a control plane that h...

格隆汇4月14日｜离岸人民币兑美元涨至6.8157元，创2023年3月23日以来新高，日内涨约40点。

Insider Sell: Akash Palkhiwala Sells 2,500 Shares of Qualcomm In GuruFocus

格隆汇4月14日｜日经225指数涨幅扩大至2%，报57630.43点。

【有線新聞】香港郊野公園近年都是內地客「打卡熱門」，其中麥理浩徑風光更是不少遊客遊歷首選，但部份遊客不文明行為卻嚴重影響大自然生態，最近小紅書就湧現「擒樹打卡」，甚至樹木本身被貼上有倒塌風險的警示膠帶，仍難倖免。 助跑後跳起 手拉樹枝「借力」懸空 「棵樹已經翹住Danger膠布….. 麥理浩徑啲樹」有網民在社交平台分享多段小紅書短片，可見多名遊客都「擒抱樹枝」打卡，並配上文字「周末去了麥理浩徑，好開心啊，是真心的開心」、「奔向沙漠，享受陽光」，個別遊客更是小助跑後跳起手拉樹枝「借力」懸空，令樹枝險被大力扯斷。 「我地香港人當寶，佢哋就當草！」、「我哋嘅自然生態就咁不斷被人糟蹋，好心酸…」、「淨係識破壞，唔識愛護大自然環境」貼文引起香港網民熱議，要求當局加強巡邏，「提議警察多留意這些破壞郊野環境、有多少錢可以提供政府庫房、但係是政府肯執才是。」

Zahra Ghanbari had been on list of ‘traitors’ whose assets were frozen Latest move taken ‘following her change in behaviour’ Iran’s judiciary said on Monday authorities had released the assets of the captain of Iranian women’s football team which had been seized after she made and then withdrew an asylum claim in Australia last month. Zahra Ghanbari was among a group of six players and one backroom staff member who sought asylum in Australia in March after playing in the Women’s Asian Cup at the start of the Israeli-US war against the Islamic republic. Continue reading...

咨询公司Benchmark Mineral Intelligence（BMI）周二公布的数据显示，燃油成本上涨推动欧洲3月份纯电和插电式混动汽车销量创下历史新高，并推动了今年全球纯电和插电式混动汽车销量首次实现增长。 自2月28日伊朗冲突爆发以来，世界各国政府纷纷设定燃油价格上限，以保护车主免受油价飙升的影响。这场冲突导致霍尔木兹海峡航运中断，该路线承载着全球约20%的石油供应。 BMI的数据显示，3月份全球纯电动和插电式混动汽车的新车注册量同比增长3%，达到170万辆以上；欧洲的注册量更是增长了37%，创下近54万辆的历史新高。 BMI数据经理查尔斯·莱斯特表示，“这在很大程度上可以归因于汽油价格上涨”。 莱斯特补充说，增长最强劲的国家是能源价格涨幅最大的国家，包括澳大利亚、新西兰、越南和泰国，这些国家合计推动了除中国、欧洲和北美三大主要市场之外的电动汽车注册量增长了79%。 BMI数据显示，中国市场3月份的纯电和插电式混动汽车注册量超过85万辆，同比下降了14%。 在北美，3月份纯电和插电式混动汽车注册量同比下降了30%，为12.15万辆，这是自美国电动汽车税收抵免政策结束以及特朗普政府提议进一步削减二氧化碳排放标准以来，连续第六个月出现同比下降。 “这是自税收抵免政策结束以来的最高月度销量，但现实是销量已经出现下滑，”莱斯特说。 责任编辑：于健 SF069

格隆汇4月14日｜咨询公司Benchmark Mineral Intelligence（BMI）周二公布的数据显示，燃油成本上涨推动欧洲3月份纯电和插电式销量创下历史新高，并推动了今年全球纯电和插电式销量首次实现增长。BMI的数据显示，3月份全球纯电动和插电式混动汽车的新车注册量同比增长3%，达到170万辆以上；欧洲的注册量更是增长了37%，创下近54万辆的历史新高。该机构表示，“这在很大程度上可以归因于汽油价格上涨”。

Amazon.com (NasdaqGS:AMZN) is partnering with Delta Air Lines to roll out satellite based in flight Wi Fi using Project Kuiper, marking Kuiper’s first major commercial deployment. At the same time, Amazon is expanding its presence in India’s quick commerce space, adding more dark stores as competition and order volumes in the segment increase. For investors watching NasdaqGS:AMZN, these moves sit outside the familiar core of e commerce and cloud services. In flight connectivity and ultra...

Astera Labs, Inc. (ALAB) Soars 15.1%: Is Further Upside Left in the Stock? qz.com

新加坡金融管理局在声明中表示，将小幅提高新元名义有效汇率政策区间的升值步调，区间的宽度和中点将保持不变。新加坡金管局以汇率作为其主要政策工具，引导本币兑一篮子货币在一定区间内波动，并通过调整区间的斜率、宽度和中点来控制汇率的升值或贬值速度。金管局预计2026年核心通胀率为1.5%-2.5%。 责任编辑：王永生

一季度我国社融规模增量近15万亿；光伏大牛股终止收购 当地时间4月13日，一名美国国防官员表示， 美国军方目前在中东地区部署了16艘军舰， 包括“亚伯拉罕·林肯”号航空母舰， 以及11艘驱逐舰、3艘两栖攻击舰和1艘濒海战斗舰 。 美国总统特朗普在白宫回答记者提问时确认， 美军对伊朗的“封锁”已开始。 特朗普坚称美国“不需要”霍尔木兹海峡，但“不能允许一个国家敲诈勒索全世界” 。 消息人士称，美伊谈判之门还未关上，双方都在讨价还价。 美国和伊朗之间的下一轮“直接谈判”可能于4月16日在巴基斯坦首都伊斯兰堡举行。 美国总统特朗普在白宫对媒体说，伊朗方面致电美方表示“希望达成协议”，但他不会达成任何允许伊朗拥有核武器的协议。 伊朗常驻联合国代表要求五个中东国家就其参与美以对伊朗战争进行赔偿。 相关国家包括巴林、沙特阿拉伯、卡塔尔、阿联酋和约旦。 伊朗方面指控这些国家违反国际法，并应对由此造成的所有物质及精神损失进行“全面赔偿”。 美股方面， 标普 500 涨 1.02% 收复年内所有跌幅，创出 2 月底战争爆发以来的新高；纳指涨 1.23% ，道指涨 0.63% 。 热门科技股普涨， 甲骨文涨超 12% ，英特尔涨超 4% ，微软涨超 3% ，博通涨超 2% 。锂矿概念、加密矿企、计算机硬件涨幅居前，闪迪涨超 11% ，戴尔科技、美国雅保涨超 6% ，惠普涨超 5% 。 中概股多数走高， 纳斯达克中国金龙指数收涨 0.72% 。百度涨超 3% ，京东、网易、阿里、拼多多均上涨；理想汽车跌超 2% 。 全球资产表现上， 国际原油大幅回落，WTI原油期货结算价收涨2.6%，报99.08美元/桶；布伦特原油期货结算价收涨4.37%，报99.36美元/桶，日内一度大涨超9%。 国际贵金属价格普遍收跌，现货黄金跌0.09%，报4742.58美元/盎司；现货白银跌0.33%，报75.58美 元/盎司。 1. 中办、国办发布关于推动行业协会商会深化改革的意见 4月13日， 中共中央办公厅、国务院办公厅发布关于推动行业协会商会深化改革的意见 。行业协会商会应当按照合法、必要、规范、有效的原则，严格控制设立企业； 不得设立与会员有直接竞争关系的企业，不得超出自身宗旨和业务范围设立企业，不得利用所设立企业实施妨碍市场秩序的行为 ；行业协会商会及其分支（代表）机构负责人以及上述负责人亲属不得在...

4月13日，巨力索具的大型海洋装备索具项目在天津港保税区正式奠基。该项目总投资6亿元，将建设集研发、中试、产业化于一体的海洋系泊及配套产品研发制造基地。该项目将重点布局单股永久系泊钢丝绳、系泊纤维缆以及深海系泊系统配件三大主产品。其中，单股永久系泊钢丝绳已获评国家首台（套）重大技术装备，成功应用于“深海一号”“三峡引领号”等国家级重大工程。项目计划2026年底建成完工，2027年初进行设备调试并正式投产，达产后预计实现工业产值13亿元，形成规模化的高端海洋索具生产能力。该项目还将同步建设深海装备中试验证平台，平台具备深海装备核心技术中试转化功能，建设以3000吨拉力试验、2000吨级伺服疲劳试验机为核心的世界级中试验证平台。（天津日报）

格隆汇4月14日｜俄罗斯安全委员会副秘书长Alexander Maslennikov周一表示，作为全球最大的小麦出口国，俄罗斯应与其他金砖国家及前苏联邻国建立联合粮食储备，以应对中东冲突给全球粮食安全带来的风险。全球约一半的粮食生产依赖化肥，而全球三分之一的化肥贸易过去需要经由霍尔木兹海峡运输。马斯列尼科夫表示，中东危机对全球粮食安全构成严重风险。他说，如果全球化肥短缺持续到初夏，主要农作物的产量可能会减半，从而引发近年来最严重的一轮全球食品通胀。他补充说，全球饥饿人口数量可能升至创纪录的6.73亿人。

One analyst thinks the shares could rise by more than 60%.

Key PointsHe strongly reiterated his buy recommendation on the company in a new research note.

格隆汇4月14日｜MSCI亚太指数上涨1%，至248.86点。

In this episode of Motley Fool Money, Motley Fool contributors Tyler Crowe, Lou Whiteman, and Jason Hall discuss: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading

格隆汇4月14日｜日本东证指数上涨1%，至3760.39点。

据中国海事局网站消息，舟山海事局发布航行警告，4月14日至16日每日9时至21时，东海部分水域进行军事射击训练，禁止驶入。

财联社4月14日讯，昨日，市场震荡拉升，三大指数集体收红，创业板指盘中涨超1%，续创阶段新高。沪深两市成交额2.14万亿。从板块来看，储能、锂矿、CPO等概念表现活跃。下跌方面，游戏板块集体下挫。截至收盘，沪指涨0.06%，深成指涨0.69%，创业板指涨0.8%。 在今日券商晨会上，中金公司认为，科技、周期和部分资源品预期盈利增速较高；中信建投认为，受益军工补库/安全备货，持续看好战略金属投资机遇；开源证券认为，关注AI智能体落地节奏。 中金公司：科技、周期和部分资源品预期盈利增速较高 当伊朗局势逐步走向缓和，情绪得到修复，那决定配置方向的仍将回归盈利前景。从目前的预期看，2026年三地市场中科技、周期和部分资源品预期盈利增速较高，部分消费板块承压，这与信用周期的走向一致。具体看，美股半导体（+74.7%）、能源（+39.1%）、原材料（+29.3%）板块2026年盈利增速较高，且较2025年盈利增速明显改善；A股半导体（+252.5%）、原材料（+44.5%）、科技硬件（+41.9%）板块2026年盈利增速较高；港股半导体（+76.7%）盈利增速较高，汽车及零部件（+73.6%）、原材料（+59.4%）板块2026年盈利增速居前，且较2025年明显改善。不过，即便中期盈利前景明确，短期依然应该选择更好的位置介入。 中信建投：受益军工补库/安全备货，持续看好战略金属投资机遇 “乱纪元”之下，全球资源供应安全饱受威胁，驱使各国及各生产环节抬升合意库存以应对潜在的供应中断风险，其中可用于军工行业的金属更是重中之重。美以伊冲突爆发以来，已消耗大量的武器弹药，因此美以伊武器消耗补库以及其他各国基于安全需求的备货势必将驱动相应战略金属需求显著增长，且军工领域对于价格的敏感性不强，价格有望充分受益。 开源证券：关注AI智能体落地节奏 关注AI商业化落地节奏与OpenClaw生态带来的应用场景拓展，AI云服务需求与推理算力需求持续增长，国产大模型流量爆发带动商业化变现能力提升，AI智能体产业进入快速增长期，OpenClaw生态持续完善带动软件侧需求快速释放，央国企IT支出回暖与AI国产化双轮驱动行业景气度上行。

MSCI亚太指数上涨1%至248.86点。

中信证券研报指出，市场对流动性紧缩的定价有望减弱，中信证券仍预计美联储今年下半年降息25bps、比市场共识更偏鸽派。随着伊朗战事进入降级阶段，美股估值可能仍有修复空间，不过此后前景尚不明朗、需观察霍尔木兹海峡航运受阻对全球供应链及需求扰动的范围与烈度。目前美国经济基本面的韧性或将支持美债实际利率，长端美债收益率难以持续明显下行。金价或有由流动性驱动的反弹机会，美元则可能随市场情绪改善而偏弱震荡。（人民财讯）