英国石油 公司（BP）正在悄然但意义深远地进入纳米比亚海上能源领域，并且在此过程中掌握了控制权。 该公司正从Eco Atlantic手中收购一组勘探许可证60%的股权，同时获得这些区块的作业权。这些区块包括Cooper、Guy和Tamar区域，均属于一个因成为潜在新油气热点而近期备受关注的地区。 对Eco Atlantic而言，这看起来更像是一个战略性步骤而非退步。该公司保留了25%的股权，因此如果项目进展顺利，它仍能受益，但它正将繁重的工作交给一家规模更大、资源更丰富、经验更丰富的公司。 从BP的角度来看，这相当直接。它进入了一个有前景的区域，并掌握了项目推进的控制权，这在勘探阶段至关重要。 责任编辑：张俊 SF065

格隆汇4月13日｜商务部副部长兼国际贸易谈判副代表凌激4月13日与欧委会贸易和经济安全总司韦恩德总司长举行视频会谈，就中欧经贸议题交换意见。

Airlines warn of further disruption due to the introduction of a new EU digital border control system.

国家信息中心调研显示，原本计划购买燃油车的消费者中，有38%因油价上涨决定推迟购车 【财新网】 2026年一季度，国内乘用车批发销量同比下滑22%，跌至424万辆。在4月12日举行的智能电动汽车发展高层论坛（2026）上，国家信息中心正高级经济师徐长明称，这主要是消费者观望导致的。 国家信息中心调研显示，等待更优惠的价格和当地以旧换新补贴政策，是消费者观望的主因。 过去几年，国内汽车公司通常会在一季度推出力度较大的降价促销活动。2025年以来，主管部门采取多种措施约束车市恶性价格战。此外，汽车行业利润情况不佳，客观上也限制了车企发起或跟进价格战的能力。2026年初的国内车市因此没有重现“以价换量”景象。

Alpha Modus ( AMOD ) is converting 90% of its remaining Series C preferred stock (held by the CEO’s family trusts) into common equity to simplify its capital structure. The move eliminates most preferred stock overhang and aligns insider ownership with common shareholders. The CEO’s family will give up all preferred protections, including liquidation preferences and price-based conversion terms. Shares issued in the exchange are locked up until June 13, 2026. Over $71M in convertible preferred stock will be removed from the balance sheet after this and prior actions. Only ~430,000 preferred shares held by the chief strategy officer will remain outstanding. Alpha Modus has 45 days to submit a compliance plan to Nasdaq and up to 180 days to regain compliance if approved. More on Alpha Modus Holdings, Inc. Alpha Modus rises on reaching settlement in AI retail tech patent case Seeking Alpha’s Quant Rating on Alpha Modus Holdings, Inc. Historical earnings data for Alpha Modus Holdings, Inc. Financial information for Alpha Modus Holdings, Inc.

Ferguson Enterprises Inc. ( FERG ) declares $0.89/share quarterly dividend , in line with previous. Forward yield 1.39% Payable April 30; for shareholders of record March 6; ex-div March 6. See FERG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ferguson Enterprises Inc. Ferguson Enterprises Inc. (FERG) Q4 2025 Earnings Call Transcript Ferguson Enterprises Inc. 2025 Q4 - Results - Earnings Call Presentation Ferguson: Capitalizing On The Infrastructure Supercycle While We Wait For Housing Ferguson targets $40B revenue milestone and 10%+ margin as market outperformance continues Ferguson Enterprises slips on soft residential outlook, muted 2026 guidance

The U.S. dollar rose on Monday after talks between Washington and Tehran over the weekend failed to yield an agreement to end the war. The greenback rose 0.3% against the Euro to $1.169 and 0.25% against sterling to $1.342 after peace talks broke down and President Trump said the U.S. military would begin a blockade of all maritime traffic entering and exiting Iranian ports. While investors haven't piled into the dollar since the start of the Iran conflict, the currency was up by around 2% against a basket of major peers in March. Three developments – higher oil prices, a stronger dollar, and stricter US financial conditions – have been headwinds for other currencies. Analysts at HSBC wrote in a note on Friday that "embracing a stronger USD into our forecasts is tempting", but were "reluctant" to do so and expect the greenback to soften instead — for two key reasons. First, quoting Fed chair Jerome Powell's recent speech, HSBC wrote: "When there is a lack of visibility, it is prudent to slow down rather than fully change direction." "Second, since the Fed is not in a hiking cycle nor has turned outright hawkish, there are underlying constraints working against the broad USD," the analysts added. The U.S. dollar's strength against other currencies seen during the war is largely attributed to the country's self-sufficiency in energy production. The U.K. and Eurozone economies are particularly sensitive to higher oil and gas prices, owing to the bloc's significant reliance on imports. Meanwhile, other traditional havens such as gold have held up less well, falling around 10% from all-time highs since the U.S. and Israel began striking Iran on February 28. HSBC analysts believe the yellow metal's bull run will return, but only when hostilities cease, the Strait of Hormuz reopens fully, and oil prices come down to a more reasonable and consistent level.

Apple (AAPL) Tests New Smart Glasses Designs as Company Taps into $29 Billion Market TipRanks

‘This Looks Worse Than It Is,’ Says Bernstein on Microsoft (MSFT) AI Spending TipRanks

IBM 正在将一起法律问题抛诸身后，同意支付1700万美元以了结美国一项与其招聘行为相关的调查。 该案件涉及公司在与政府合作时必须遵守的规则。作为联邦承包商，IBM被要求证明其在招聘或雇佣过程中不存在歧视行为，并积极确保全面的公平待遇。根据美国司法部的说法，此次和解解决了有关该公司未能完全达到这些标准的指控。 这里不会有漫长的法律战。IBM选择和解，这通常意味着公司决定结束这一篇章并继续前进，而不是将事态拖延下去。 从商业角度来看，对于IBM这样体量的公司而言，这笔金额并不算巨大。但此类情况往往具有超出数字本身的重要性，尤其是在涉及职场实践和合规问题时。 责任编辑：张俊 SF065

(RTTNews) - Stocks are likely to move to the downside in early trading on Monday, giving back ground after turning in a strong performance last week. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.6 percent.

Could Intel’s Foundry Be Worth $500 Billion? Forbes

FlashMovie/iStock via Getty Images I understand why Corning ( GLW ) management talks so much about its Springboard initiative. This multi-year program, launched in early 2024, aims to focus investors (and, perhaps, employees) on the extent to which the company is growing business. Toward that end, management has been disclosing revenue targets, and periodically revising them upward. To be honest, and with all due respect for what management is trying to convey, presentations like that put me to sleep. All, or at least many, companies articulate plans like that — “XYZ company plans to grow — More at 6 o’clock!” A journalist would call that a dog-bite-man non-news story. I prefer to look for the proverbial man-bites-dog bona fide news stories. In the context of growth plans, this would discuss how growth efforts actually fared. And more importantly, it would discuss what’s driving growth. Numbers are a starting point. For GLW, their messages are ok. But I already get that from some parts of the growth-rate tables I’ll show below. And the upward trending Seeking Alpha Annual and Quarterly Estimates Revisions presentations say much. Based on those sources, I’m willing to accept that GLW is achieving at least as much as Springboard aims to deliver. But those numbers live in the past. And they only tell us “What?” If I were to stop here, I’d say GLW shares are overvalued. And at best, I’d rate the stock as a “Hold.” But drilling down into GLW’s business paints a different — and much more exciting — picture. It answers the “Why?” questions. And in my opinion, those answers justify enough optimism about GLW’s future to easily support a “Buy” rating. So let’s get to it. Setting The Stage GLW, founded in 1851 , is ancient relative to other tech and AI plays (which is what it is). Actually, it’s ancient relative to most of the companies in which many of us invest today. And through it all, it’s been a glassmaker. When GLW launched, glass was typically crafted in workshops. Fro...

有机构测算约75万亿元存款将于2026年集中到期。 存款是银行的“立行之本”，不仅直接决定银行的可贷资金、资产规模、市场份额，同时也是银行稳健经营的关键。即便是在过去几年储蓄率居高不下的背景下，银行积极吸储的步伐也未曾有丝毫懈怠。 不过，第一财经发现，在已披露年报的上市银行中，有3家股份行可能存在存款流失的风险。其中，民生银行、光大银行继2024年以后，公司存款再度出现负增长，不过，降幅已大幅缩小；平安银行在零售转型的背景下，个人存款规模几乎原地踏步。 而2026年，一大波存款到期即将来临，这也考验着各家银行的存款留存能力。 零售存款增速是对公存款的2倍多 Wind数据显示，目前已有22家上市银行披露了2025年年报，这22家银行存款总额合计197.73万亿元，比2024年增加了13.46万亿元，增速为7.31%。 其中，公司存款合计增加了3.43万亿元，个人存款合计增加了9.44万亿元，个人存款增加额约是公司存款的2.8倍；公司存款同比增长了4.15%，个人存款同比增长了9.66%，个人存款增速同样是公司存款的2倍多。 22家银行的存款规模形成三个显著的梯队。第一梯队为5家国有行（工商银行、农业银行、建设银行、中国银行、邮储银行），存款规模在16万亿元至37万亿元之间，工商银行以37.31万亿元位居第一。 第二梯队为上市股份行+交通银行，存款规模在2万亿元至10万亿元之间，招商银行以9.84万亿元的存款规模位居第二梯队第一位。 第三梯队为区域性商业银行，存款规模多低于1万亿元，渝农商行以1.03万亿元暂列区域性商业银行首位。 从2025年的存款增量来看，三个梯队的差异也十分明显。第一梯队去年的存款增量在1万亿元至2.5万亿元之间；第二梯队在1000亿元至8000亿元之间；第三梯队的增量低于1000亿元。 然而，就在第二梯队中，3家股份行的存款增量出现了与所在梯队其他成员的显著偏差。这就是民生银行、光大银行和平安银行。 去年，这三家银行的存款分别净增加281.43亿元、667.71亿元和490.77亿元，其增量不仅明显低于第二梯队的增量均值2800亿元，甚至低于如渝农商行、重庆银行等区域性商业银行。 缩水的存款 公司存款的增长乏力在民生银行和光大银行的身上体现得尤为明显。去年，这两家银行的公司存款出现负增长。 具体来看，去年，民生银行负债总额7.13万亿元，比上年末...

Getty Images European aerospace and defense stocks saw substantial declines in their share prices earlier this month on Ukraine peace hopes and higher costs for production and expansion. While there indeed may be progress on Ukraine peace talks and higher costs, I also believe that in a prudent setting any progress on peace talks in Ukraine does not substantially alter the European defense strategies amid increased tensions with the US. With or without peace in Ukraine, Europe needs to get its defense capabilities in place. So, I believe that growth for European defense contractors should not evaporate, and one company that may ultimately have a pivotal position that is rarely recognized is Avio SpA ( AVVSY ). Avio Has A Critical Positioning In Space And Missile Capabilities Avio was bought in 2003 from Fiat as the company was struggling with the crisis in the automotive industry. A consortium of Carlyle Group and Finmeccanica bought the Fiat Avio and changed the name to Avio, which was sold in 2006 to a British fund. In 2012, the aeronautical division of Avio was sold to General Electric, which is now known as GE Aerospace. This positioned the company as a space-focused company. Avio was taken public in 2017, with Italian Leonardo ( FINMY ) becoming a shareholder of the company. Today Avio can be seen as a critical node in the European missile and defense capabilities, which may be an attractive position for the company to be in given Europe’s push for space and security autonomy . Avio’s product lineup can be grouped into five categories: Launch systems Vega launcher Vega-C (upgraded version of the Vega launcher) Vega E (simplified next generation launcher) Solid Rocket Motors P-80, which is a large solid booster. Zefiro 9/23/40, which are different-sized upper solid stages. P120C/P160C, built through a joint venture with Airbus, Avio, and Safran, used for the Vega and Ariane launcher. Upper stages AVUM and AVUM+, which provide orbital insertion Ariane 6 P120C/P16...

OpenAI新任营收负责人丹尼斯·德雷瑟周日向员工发送了一份备忘录，力挺公司与 亚马逊 的联盟是其企业业务的关键增长动力，同时指出了其与 微软 长期合作关系所面临的限制。 德雷瑟发布这份备忘录不到两个月前，亚马逊宣布计划向OpenAI投资至多500亿美元，作为战略合作的一部分。微软是亚马逊在云计算领域的头号竞争对手，自2019年以来已向OpenAI投资超过130亿美元，早在ChatGPT引发生成式人工智能热潮之前就支持了这家公司。 云计算基础设施领导者亚马逊网络服务通过一个名为Bedrock的平台，让企业能够访问所有主要的人工智能模型，包括OpenAI的模型。 “我们与微软的合作关系是我们成功的基石。但它也限制了我们在企业所在之处——对许多企业来说就是Bedrock——满足它们需求的能力，”德雷瑟在这份备忘录中写道，“自从我们在2月底宣布合作以来，客户对这一产品的需求坦白说是惊人的。” 微软没有立即回应媒体的置评请求。 OpenAI迫切希望赢得企业市场份额，在这一领域，竞争对手Anthropic的Claude模型已确立其市场领导者地位，而 谷歌 的Gemini也在积极竞争。Claude的发展势头是上周在旧金山举行的人工智能行业会议HumanX上最热门的话题，企业人工智能初创公司Glean的首席执行官阿尔温德·贾恩将其描述为“Claude狂热”。 “它已经成了一种信仰，狂热程度就是那个级别的，”贾恩在会议期间接受采访时说。 OpenAI和Anthropic都在为最早于今年进行首次公开募股做准备，同时努力让投资者相信它们正在巩固市场地位。企业市场对它们至关重要，因为公司正在向人工智能投入大量资金——这一趋势已经压低了上市软件公司的价值，后者日益被视为脆弱。与此同时，OpenAI在3月底的最新一轮融资中估值超过8500亿美元，而一个月前投资者对Anthropic的估值为3800亿美元。 德雷瑟本月早些时候表示，OpenAI的企业业务占公司营收的40%，并且“有望在年底前”与消费者业务“达到持平”。 在周日的备忘录中，德雷瑟表示市场有时可能“嘈杂、动荡且令人分心”，她鼓励员工专注于花时间与客户在一起。她补充说，Anthropic的战略建立在“恐惧、限制以及一小撮精英应该控制人工智能的理念”之上，而OpenAI的“积极信息”将随着时间的推移赢得胜利。 德雷瑟表示，Anthro...

Taiwanese industry groups and businesses have broadly welcomed Beijing’s package of 10 measures to promote cross-strait exchanges across economic sectors. They said the proposals from the Communist Party’s Taiwan affairs authorities could help ease pressures weighing on local industries in recent years. Taiwan’s main opposition party, the Kuomintang, also appeared relieved that the measures focused largely on economic and livelihood issues rather than politically sensitive themes. The Taiwan...

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

There’s too much focus from investors on the war in Iran, analysts led by Max Kettner wrote in a note.

(RTTNews) - Nova Minerals Limited (NVA), an Australian mining company, on Monday announced the appointment of Ashlie Thorburn as its new Chief Financial Officer, effective April 20. Thorburn replaces the former CFO who is to step down on April 30. She brings over 20 years of

据伊朗迈赫尔通讯社13日报道，伊朗伊斯兰议会副议长尼克扎德表示，伊朗曾准备通过在境内稀释处理约450公斤浓缩铀的方式，展现伊朗对同美国谈判的善意。尼克扎德说，伊朗的原计划是在境内设立一个由伊朗、美国和沙特阿拉伯共同参与的联合机制，对约450公斤浓缩铀进行稀释处理，这些浓缩铀不会移交给其他国家。该方案最终遭到美方反对并未落实。浓缩铀是伊美谈判关键议题。美国国防部长赫格塞思日前曾声称，美方正密切关注伊朗浓缩铀动向。伊朗要么将浓缩铀交给美国，要么美军可能会再次采取行动“自己去取”。(新华社)

RiverNorthPhotography/iStock Unreleased via Getty Images T. Rowe Price Group ( TROW ) said its March-end assets under management reached $1.71 trillion, down from $1.80 trillion recorded at the end of the previous month . Net outflows were recorded at $3.2B for March, compared to $5.3B during the prior month. By asset class, Equity had $810B in AUM as of March 31; Fixed income, including money market, had $215B in AUM; Multi-asset had $625B; and Alternatives had $60B. Notably, the S&P 500 Index declined by 5.09% during March to close at 6,528.47 points. More on T. Rowe Price T. Rowe Price: Outflows Are Increasingly Structural T. Rowe Price: Dividend Aristocrat At A Discount T. Rowe Price: Goldman Sachs Partnership Helps This High-Yield Dividend Aristocrat Trump administration proposes rules to include alternative investments in 401(k) plans T. Rowe Price sees AUM of $1.8T as of February end

Source: Bloomberg, 0:00

美国石油基金所代理的市场中，即期布伦特原油价格突破140美元，近期船货溢价飙升，突显出随着炼油厂争抢原油，现货与期货之间出现巨大价差。 责任编辑：张俊 SF065