格隆汇4月10日｜东兴证券研报指出，浙江仙通主营业绩创新高，机器人业务加速落地。25全年公司实现营收15.22亿元，同比+24.3%；实现归母净利润2.22亿元，同比+29.2%。25Q4实现营收4.98亿元，同比+30.0%，实现归母净利润0.70亿元，同比+65.1%。营收利润再创新高，主营业务持续贡献稳健增长。公司为汽车密封条领域的领军企业，凭借深厚的技术积累、精益制造能力与成本控制优势，有望在无边框密封条产品升级及自主品牌崛起趋势下持续提升市场份额，实现业绩的稳健增长。鉴于公司机器人业务仍处业务拓展初期，仅对汽车密封条等主营业务进行业绩预测，预计2026~2028年公司有望实现营收17.96/21.00/24.27亿元，实现归母净利润2.66/3.21/3.82亿元，当前股价对应PE26x/22x/18x，维持“推荐”评级。

中国车企是澳洲新能源市场的推动者也是受益者。2月、3月中国成为澳洲汽车进口第一大来源国 【财新网】 中东冲突带来的能源危机或推动全球新能源汽车销售。4月7日，澳大利亚汽车工业协会（FCAI）发布的数据显示，3月澳洲共销售1.58万辆纯电动汽车，占当期汽车总销量的14.6%，这是迄今为止纯电动车在澳洲市场获得的最高份额；上年同期对应比例为7.5%。 澳大利亚汽车工业协会首席执行官Tony Weber称，3月纯电车型需求呈现强劲增长，不过这一增长可能只是短期波动。 Weber进一步称，由于中东冲突导致燃料供应中断，叠加政府对电动汽车的附加福利税收优惠（Fringe Benefits Tax Concessions, FBT），越来越多的消费者正在考虑电动汽车。

宁德时代港股涨8.22%，报676.50港元。A股现涨近7%。

(RTTNews) - AMP (AMLTF.PK, AMP.AX) issued CEO's address outlining Blair Vernon's key priorities for the near term: accelerating growth in AMP's wealth businesses; maximising the benefits of AI; and a sharp focus on capital allocation and organisational efficiency. He noted that t

市場關注中東局勢對經濟影響，上周美國新申領失業金人數升至逾兩個月最多。獨立外匯及商品分析師盧楚仁認為，聯儲局今年仍有減息機會？

More than 150 Hong Kong civil servants have been dismissed for serious misconduct or criminal convictions over the past three financial years, with the police force accounting for the largest number of cases. In a written reply to a lawmaker’s inquiry on Thursday, the Civil Service Bureau said 151 civil servants were dismissed for serious misconduct or criminal offences between 2022 and 2025, with the number of dismissals dropping steadily from 60 in 2022–23 to 51 in 2023–24 and 40 in...

PLAY S-8及美國證券交易委員會申報文件 Yahoo 財經

当地时间4月10日，巴基斯坦内政部长纳克维主持召开特别会议，全面审查美伊谈判期间的安全及其他安排。纳克维在会议上宣布，巴首都伊斯兰堡的国家主要政务部门所在地的安全核心区（红区）将被封锁，仅允许相关谈判人员进入。（央视新闻）

格隆汇4月10日｜据央视，古巴国家主席迪亚斯-卡内尔当地时间4月9日接受美国全国广播公司采访。在被问及是否“为了拯救古巴而下台”的问题时，卡内尔批评说这个提问是站在美国政府的角度发出的。卡内尔表示，古巴领导人不由美国政府挑选或任命，“放弃”或者“下台”在革命者的字典里并不存在，古巴不受制于美国政府的指令。他表示，对古巴实施敌对政策的美国政府对古巴的现状负主要责任。

(RTTNews) - South Korea's Hyundai Motor Co. (HYMTF.OB, HYMLF.OB, 005380.KS) on Friday announced the launch of its all-electric IONIQ brand in China, reinforcing its focus on the NEV market.

格隆汇4月10日｜摩根士丹利发表研报指，康耐特光学近期股价大幅回调，因公司收入略逊预期。不过，该行仍对公司的XR业务前景持正面态度。公司去年下半年建成及投产全新的Neo Vision XR的生产线，相信今年将开始贡献显著的收入与利润。同时，公司持续与境内外约20间智能眼镜开发商合作，预计今年开始量产将成为公司XR业务的重要里程碑。另一方面，康耐特光学亦积极投入资源以换取长期增长，去年研发开支及资本开支等均有上升。 基于对XR业务长远机遇及管理层对长期发展的信心，该行将康耐特光学评级由“与大市同步”升至“增持”，目标价维持为50港元；近期股价回调令估值变得更趋合理，该行建议投资者在股价受压后分段吸纳。

Microsoft Stock (MSFT) Is Down 23% — Is This a Rare Buying Opportunity or a Warning Sign? TipRanks

格隆汇4月10日｜澳大利亚S&P/ASX200指数收盘下跌12.6点，跌幅0.14%，报8960.6点。本周累涨4.44%。

Genesis AI, a global full-stack robotics company, today announced that Vivian Sun has joined the company as Vice President of Commercial and Strategy. Sun is a veteran startup builder and former Amazon leader with deep roots in AI, robotics and autonomous driving. She will lead commercialization, go-to-market and strategic partnerships to bring Genesis AI's full-stack general-purpose robotics solutions to market globally.

Key PointsBill Gates plans to give away practically all of his wealth through his foundation by 2045.

格隆汇4月10日｜中银证券研报指出，兴发集团业绩稳健，看好2026年盈利修复、成长性释放。25年实现营业总收入293.00亿元，同比增长3.18%；归母净利润14.92亿元，同比降低6.83%。农药、有机硅价格磨底，新能源材料盈利改善。2026年以来，成本推动、供给改善及需求回暖等因素影响下，农药、有机硅景气度提升。根据百川盈孚，截至2026年4月8日，草甘膦市场均价为3.33万元/吨，较2025年均价上涨33.59%；有机硅DMC市场均价为1.45万元/吨，较2025年均价上涨17.52%。公司草甘膦原药设计产能23万吨/年，产能规模居国内第一，有机硅单体设计产能60万吨/年，并配套下游深加工产品，有望充分受益于价格回升带来的盈利修复。此外，公司发布公告，孙公司内蒙兴发拟投资13.81亿元建设10万吨/年电池级磷酸铁锂项目，满足下游客户需求。看好公司上游资源优势显著、部分品种有望受益于景气度回升及精细化工品持续发展，维持“买入”评级。

寧德時代(03750)股價上升8.06%，現價港幣$675.5 AASTOCKS.com

格隆汇4月10日｜据央视，今年第4号台风“森拉克”（热带风暴级）的中心今天上午位于美国关岛东南方向约820公里的西北太平洋洋面上，中心附近最大风力有8级（18米/秒），预计，“森拉克”将原地少动，强度逐渐增强。

SoftBank Group Corp. priced yen hybrid bonds targeting retail investors at an initial five-year coupon of 4.97%, marking the highest level for such debt issued by the company. The ¥418 billion ($2.6 billion) offering consists of 35-year subordinated notes callable after five years. Proceeds will be used in part to refinance bonds with a first call date in June 2026, according to a company statement. The coupon is the highest among yen-denominated retail bonds issued by Japanese companies excluding financial firms, data compiled by Bloomberg show. SoftBank Group has been accelerating its investments in artificial intelligence, raising concerns over potential deterioration in liquidity and financial flexibility, and stoking rating downgrade risks. SoftBank Corp. , a unit of SoftBank Group, is also considering its first euro-denominated bond sale. The company is planning a benchmark-sized offering of fixed-rate senior unsecured notes with six- and 10-year maturities, said people familiar with the matter. These investments and fund raising plans are pressuring its credit metrics. SoftBank Group shares are down about 14% so far this year, underperforming the broader market and its credit default swaps , a gauge of credit risk, have widened about 20%.

格隆汇4月10日｜据21财经，4月9日，香港特区政府行政长官李家超主持特别会议，在听取“跨部门监察燃油供应专责组”汇报后，接纳该专责组建议，宣布推出总额约18亿港元的商用柴油补贴计划，以缓解地缘政治引发的国际油价高涨对香港社会服务造成的冲击。根据该补贴计划，香港特区政府将为每公升柴油提供3港元补贴，为期两个月。此项补贴主要惠及以柴油为燃料的公用或商用车辆，包括货车、专营和非专营巴士、小巴等，以及渡轮、载客船、工作船和渔船等船只。

格隆汇4月10日｜伊朗石油产品出口商联盟发言人侯赛尼表示，“如果伊朗关于霍尔木兹海峡安全与法律制度的拟议条款在停火协议框架内获得接受，将成为伊朗近几十年来最重要的外交成就之一。据悉，这项包含十条内容的拟议方案已获美方接受。若最终落实，在我看来，这将是一项意义极为重大的成就。我认为，过去几个世纪以来，伊朗尚未取得任何一项国际谈判成果能够同时影响初级制裁、次级制裁乃至类似机制的多重层面。”

台积电 于周五公布，其一季度营收达1.134万亿新台币（约357.1亿美元），同比增长35%，受人工智能应用需求激增推动，业绩超出市场预期。 今年1至3月营收为1.134万亿新台币，去年同期为8393亿新台币。这份简短声明未披露其他细节。 该业绩优于伦敦证券交易所集团20位分析师给出的1.125万亿新台币的智选预测值，也符合台积电在1月上一次财报电话会议上给出的346亿至358亿美元业绩指引——台积电仅以美元发布业绩指引。 台积电将于4月16日公布完整的一季度财报，包括对本季度及全年的最新业绩展望。 这家客户涵盖英伟达的企业，是人工智能技术发展的主要受益者，相关需求大幅抵消了疫情后平板电脑等消费电子芯片需求逐步放缓带来的影响。 台积电在台北上市的股票今年以来累计上涨29%，同期基准指数涨幅为22%；其股价周五收盘上涨2.3%。 台湾 鸿海 精密 （富士康），同样公布了亮眼销售业绩，一季度营收同比增长30%。 责任编辑：李肇孚

Amprius Technologies, Inc. (NYSE:AMPX) is among the most profitable stocks in each sector so far in 2026. During the 38th Annual Roth Conference on March 23, Amprius Technologies, Inc. (NYSE:AMPX) announced its strategic shift towards outsourced manufacturing, while highlighting meaningful developments in silicon anode battery technology. The company also noted strong revenue growth and emphasized its […]

Cheng Li-wun, chairwoman of Taiwan’s largest opposition party, the Kuomintang (KMT), will speak to the press in Beijing at 2pm on Friday, hours after her historic meeting with Communist Party chief Xi Jinping. It was the first meeting between leaders of the two parties in nine years after then-KMT chairwoman Hung Hsiu-chu visited the mainland in November 2016. During the meeting on Friday morning, both Xi and Cheng highlighted a message of peace across the strait. “Compatriots on both sides are...

BING-JHEN HONG/iStock Editorial via Getty Images Taiwan Semiconductor Manufacturing ( TSM ) released its March 2026 revenue figures . Consolidated revenue reached NT$415.19 billion, a 45.2% increase compared to March 2025. Monthly revenue jumped 30.7% sequentially, driven by surging demand for AI-related products. For the first quarter (January through March), total revenue reached NT$1,134.10B (Bloomberg consensus was NT$1.12T), marking a 35.1% rise over the same period last year. All eyes are now on Thursday, April 16, 2026 , when TSMC will report full Q1 earnings. More on Taiwan Semiconductor Manufacturing Company TSMC's AI Grip Tightens Further Taiwan Semiconductor Is Setting Up For Another Beat (Preview) TSMC: Bulletproof Your Portfolio Even Though Peace Should Prevail Taiwan Semi sees bullish views at GF ahead of earnings Chip and AI-related stocks spring as US and Iran agree to temporary ceasefire

格隆汇4月10日｜美银证券发表研报指，迅销2月底止2026财年上半年业务利润按年增长28.3%至3869亿日元，超出该行预期，当中日本优衣库及大中华区业务是主要动力。管理层再上调8月底止全财年业务利润指引，由6500亿上调至6900亿日元，意味按年增长25.2%。管理层在业绩发布会上重申，未来五年目标是欧洲及北美市场各自实现1万亿日元销售额，并认为中期而言每个地区达到3万亿日元销售额是可以实现的目标。 该行认为，迅销的增长故事仍处于早期阶段，考虑到市场状况变化及对公司中长期增长前景信心增强，将迅销日股目标价由73,500日元上调至77,000日元，对应2028财年预测市盈率约41倍，重申“买入”评级，并维持为亚太区十大投资首选股之一。

Sandisk Corporation (NASDAQ:SNDK) is among the most profitable stocks in each sector so far in 2026. On March 26, BofA Securities reaffirmed a Buy rating on Sandisk Corporation (NASDAQ:SNDK) with a price target of $900. This is driven by robust demand from hyperscalers and AI inference applications. During investor meetings with senior leadership, Sandisk Corporation (NASDAQ:SNDK) […]

格隆汇4月10日｜印度股票基金3月净流入4045亿印度卢比。