4月10日，阿里ATH方面向记者表示：“HappyHorse是阿里ATH旗下创新事业部研发的模型，目前正处于内测中，也会于近期开放API。ATH创新事业部已启动一个AI时代的全新交互方式探索计划，HappyHorse是这个探索方向的一部分，更多的产品我们会陆续推出。”(澎湃新闻)

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格隆汇4月10日｜据市场消息，意大利联合信贷银行正考虑关闭其俄罗斯子公司。

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格隆汇4月10日｜缅甸总统：新政府面临诸多有待克服的挑战。优先事项是和平与民主。将提振外国投资，振兴农业、扶持农民。

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格隆汇4月10日｜新加坡永续发展与环境部长Grace Fu周五在脸书发文称，新加坡已与柬埔寨商业部长 Cham Nimul签署粮食安全合作备忘录。该协议是新加坡签署的第三份同类协议，该国去年已分别与越南和泰国达成类似协定。Grace Fu表示：“地缘政治局势变化可能加剧全球粮食供应中断的风险，近期发生的事件已印证这一点。在这种形势下，加强与志同道合国家的伙伴关系，对提升我们共同的抗风险能力变得更为关键。”

Bet_Noire An expected nomination hearing for Federal Reserve chair candidate Kevin Warsh has been delayed, a person familiar with the matter told CNBC on Thursday evening. Warsh had been set to appear before the Senate Banking Committee on April 16. That won’t happen, but the hearing is still expected soon, the person said, requesting anonymity as the details have not been made public by the committee. The committee’s rules require that it give a week’s notice before the hearing is held, and the panel first needs to collect paperwork from the nominee, including financial disclosures. The Banking Committee has yet to receive Warsh’s paperwork, the report added. The committee has not formally noticed the hearing. The deadline for doing so was Thursday. Punchbowl earlier reported the delay to Warsh’s hearing. Federal Reserve Chair Jerome Powell's term is slated to end in May. Warsh is married to Estée Lauder ( EL ) cosmetics heir Jane Lauder, whose net worth is estimated at $1.9 billion, according to Forbes. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on markets, Roots Corporation 2025 Q4 - Results - Earnings Call Presentation Politics And The Markets 04/10/26 AbbVie: Fairly Valued And Positioned For Growth China inflation cools to 1.0% in March, missing market expectations; core inflation tumbles to 1.1% OpenAI Stargate leaders including Peter Hoeschele depart in latest shakeup to data center strategy: report

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(FOGUAX) 公司概況及事件 Yahoo 財經

一、【早盘盘面回顾】 财联社4月10日讯，市场早盘震荡反弹，沪指一度重回4000点上方，创业板指盘中大涨超3%突破前期高点，创2021年12月以来新高。沪深两市半日成交额1.5万亿，较上个交易日放量771亿。盘面上热点快速轮动，全市场超4400只个股上涨。从板块来看，电池产业链全线走强，国轩高科、上海洗霸、信宇人、大东南等多股涨停。光伏、储能概念持续走高，亿晶光电、德业股份涨停。燃气轮机概念表现活跃，万泽股份、联德股份3天2板。金融板块盘中异动拉升，南华期货涨停，哈投股份触及涨停。下跌方面，光纤概念震荡走弱，汇源通信跌停，法尔胜盘中逼近跌停。截至收盘，沪指涨0.63%，深成指涨1.74%，创业板指涨2.62%。 个股来看，今日早盘涨停数量为48家（不包括ST及未开板新股），封板率83%，连板股数量为11家，华远控股4连板，中嘉博创、来伊份、长源东谷3连板，新朋股份、中恒电气、和胜股份、五方光电、长江通信、彩虹股份、沃格光电2连板。 锂电池涨幅居前，国轩高科、信宇人、圣阳股份涨停，欣旺达、南都电源、力王股份、天华新能、石大胜华等涨幅居前。 消息面上，工业和信息化部、国家发展改革委、市场监管总局、国家能源局相关司局4月9日联合召开动力及储能电池行业企业座谈会，部署规范产业竞争秩序相关工作。会议强调，深刻认识治理“内卷式”竞争的重要性和紧迫性，坚决抵制不合理、不正当竞争行为，维护健康有序市场环境。 2026年以来，锂电市场继续维持高景气度。大东时代智库（TD）最新调研数据显示，通过对行业Top20电池厂商的产能追踪，2026年4月中国锂电（储能+动力+消费）市场排产总量约235GWh，环比增长7.3%，其中储能电芯排产占比41.3%。 券商股集体爆发，中信证券涨超7%，哈投股份、东方财富、长江证券、广发证券、兴业证券跟涨。 消息面上，4月9日，中信证券发布2026年第一季度业绩快报，归属于母公司股东的净利润102.16亿元，同比增加54.6%；基本每股收益0.67元。开源证券指出，从一季报展望看，券商板块受益于交易量、财富管理和港股IPO等多项业务指标高增带动，业绩有望超预期。当下板块估值位于低位，关注券商板块修复机会。 存储芯片反复活跃，睿能科技、盈方微涨停，德明利涨超7%再创新高，普冉股份、兆易创新、佰维存储等涨幅居前。 消息面上，国际大厂三星电子年内已将DRAM合约...

Gary Black Says Tesla's 8-Week Slide Driven By 'Disappointing' Deliveries, Robotaxi Doubts: 'EVs Still Comprise 70%...' Benzinga

格隆汇4月10日｜沙特航空将于4月11日恢复迪拜、阿布扎比航班。

格隆汇4月10日｜据澎湃，在美伊宣布停火并开启为期两周的谈判之际，美国启动对以色列F-35隐形战斗机的重大升级计划。据美国《军事观察》杂志9日报道，F-35战斗机项目的主要承包商洛克希德·马丁公司获得了一份价值1140万美元（约合人民币7787.57万元）的修订合同，将为以色列的F-35机队开发三种被称为“量产增强版”的软件数据加载包。该计划涵盖软件开发和系统工程活动，属于以色列系统开发与设计第二阶段（SDDP II）计划的一部分。此次升级正值美国与以色列于2月28日对伊朗发动重大军事打击后，美伊双方进入停火状态之际，外界普遍猜测，该计划旨在根据以色列空军在与伊朗及黎巴嫩真主党部队高强度作战中获得的实战经验，对F-35进行针对性改造。

格隆汇4月10日｜花旗：由于3月份外汇储备“大幅下降”，印尼央行可能最早在本月提高基准利率，这表明印尼货币面临巨大压力。

騰訊控股(00700)出現大手買入1.22萬股，成交價$504.5，涉資615.49萬 AASTOCKS.com

China's annual inflation rate decreased to 1.0% in March 2026 from February's high of 1.3%, falling below market expectations of 1.2%. Core inflation, which excludes food and energy, rose by 1.1% year-on-year, down from a 1.8% increase in February. The country implemented controls on domestic fuel prices to help households and businesses cope with rising oil costs. On a monthly basis, the CPI fell by 0.7%, marking the first drop since November and underperforming forecasts of a 0.2% decline. Food prices increased by 0.3% year-on-year in March, a significant decrease from February's 1.7%. Meanwhile, producer prices rose by 0.5% year-on-year, surpassing expectations and reversing a previous decline. On a monthly basis, producer prices rose 1.0%, the strongest since 2022, following gains of 0.4% in each of the previous two months. On Friday, the Shanghai Composite rose 0.9% to 4,000 on Friday, while the Shenzhen Component climbed 2% to 14,282, with both indices on track for strong weekly gains , and the offshore yuan edged lower to around 6.83 per dollar, ending a five-session winning streak. ETFs: (NYSEARCA: FXI ), (NYSEARCA: KWEB ), (NYSEARCA: CQQQ ), (NASDAQ: MCHI ), (NYSEARCA: ASHR ), (NYSEARCA: YINN ), (NYSE: TDF ), (NYSEARCA: CHIQ ), (NYSEARCA: GXC ), (NYSEARCA: EWH ), (NYSEARCA: KBA ), (NYSEARCA: YANG ), (NASDAQ: CXSE ), (NYSE: CAF ), (NYSEARCA: CWEB ), (NASDAQ: PGJ ), (NYSEARCA: KURE ). Currency: ( CNY:USD ) More on China markets and economy: CQQQ: The China Tech ETF That Keeps Testing Your Patience KWEB: Legacy Businesses Take Time To Phase-Out ASHR: Paying A Premium For Great Companies May Be Worth It Asia markets sink on skepticism over U.S.-Iran truce; Iran’s grip on Hormuz sends oil higher China's Zhipu increases premium AI access prices following industry trend

Lumentum Holdings Inc. said demand from US hyperscalers for its optical components is accelerating and on track to fill its order book through 2028. The Nvidia Corp. -backed company, whose Nasdaq-traded shares have risen more than 1,500% over the past year, is expanding as quickly as possible and still finding it hard to meet demand. “The capex numbers from the US hyperscalers are enormous and there seems to be no end in sight,” Chief Executive Officer Michael Hurlston said in an interview in Tokyo Friday. “We’re falling further and further behind the demand. We would be sold out though all of 2028 within two quarters.” Based in San Jose, California, Lumentum is now repurposing old electronics fabrication facilities where it can, which is helping it get a new factory online in half the time compared to building from scratch, Hurlston said. In Japan, the company is committing $100 million in new investments, with that likely to escalate to around $250 million, the CEO said.

【有線新聞】北韓領袖金正恩與到訪平壤的外長王毅會晤。 金正恩在勞動黨中央總部接待王毅並握手問好，王毅轉達了中共總書記習近平對金正恩的親切問候，又提到面對變亂交織的國際形勢，中朝應在堅定捍衛各自主權安全和發展利益同時，進一步加強在重大國際和地區事務中溝通協調，為維護廣大發展中國家共同利益、維護世界和平與發展作出應有貢獻。金正恩表示朝中關係提升到新高度，完全支持習近平提出的人類命運共同體理念和四大全球倡議，堅定支持中方在台灣等問題上，維護國家主權和領土完整的正當立場。

格隆汇4月10日｜根据TrendForce集邦咨询最新存储器产业研究，大厂逐步退出成熟DDR4以下产品制造的策略不变，在市场供给结构持续收敛下，过去几个月整体价格已累积惊人涨幅。TrendForce集邦咨询考量供给持续缩减、订单转移，以及成熟制程供应商产能扩张不及等因素，预估2026年第二季度消费型DRAM合约价格仍将持续季增45-50%。

(GMHB) 公司概況及事件 Yahoo 財經

财联社4月10日讯（编辑 卞纯） 有分析指出，鉴于霍尔木兹海峡的通行量目前仍处于几乎停滞的状态，伊朗即便收取“过路费”，收入也十分有限。 但一旦该海峡的通行恢复正常，该国有望每月赚取数亿美元 。 据报道，自战争爆发以来，伊朗已对部分穿越霍尔木兹海峡的船只收取通行费。这条水道正常情况下承担全球约20%的海运石油运输。 若战争结束后通行费机制保留，这将成为伊朗政府重要的收入来源，同时也将推高全球石油市场的成本 。 CIBC Private Wealth 高级能源交易员兼董事总经理Rebecca Babin表示：“收费机制实际上给石油流动套上了‘紧箍咒’。如果过境通道被限制在海峡中一个更小的部分，虽没有完全阻断石油运输，但确实会造成限制，并可能降低整体吞吐量。” 周三有报道称，伊朗告诉调解方，根据本周与美国达成的临时停火协议，其将把每天通过霍尔木兹海峡的船只数量限制在12艘左右，并收取通行费。获准通过海峡的船只须在伊朗格什姆岛和拉拉克岛之间的走廊航行；有报道称此举是为避开伊朗布设的水雷。 伊朗外交部副部长加里布阿巴迪本月初表示，伊朗正研究对通过霍尔木兹海峡的船只征收通行费用。他还表示，目前有关费用标准仍在研究之中，尚未确定具体金额。 对于霍尔木兹海峡“过路费”的收费标准，市场上流传着不同的说法 。有报道称，费用取决于船只大小，一艘可携带200万桶原油的超级油轮，需要支付200万美元通行费；也有报道称其将对每桶石油收取1美元——以人民币或加密货币的形式收取。 能赚多少钱？ 美国能源信息署数据显示，一艘超大型油轮可装载约190万至220万桶石油。周四油价交易在每桶 95 美元以上，因此200万桶的原油货物价值1.9亿美元，可能需要支付200万美元的过路费。 Frontier Investments 联合创始人兼首席执行官Louis LaValle表示，伊朗每天的过路费收入可能约为500万美元，即每月约1.5亿美元。 据航运追踪机构MarineTraffic，周四一艘载有7000吨阿联酋燃料油的非伊朗籍油轮自4月7日停火以来首次通过该海峡。这批货物约合5.1万桶原油。 LaValle表示：“如果航运恢复正常，收入规模会相当可观。” 根据国际货币基金组织与牛津大学合作开发平台 PortWatch，2月27日，即美以对伊朗开战前一天，有 53 艘油轮抵达霍尔木兹海峡，运载了约300...

A referendum defeat for Prime Minister Giorgia Meloni last month is galvanizing Italy’s opposition. With their hopes of returning to power revived, a new name has emerged as a potential contender when elections are next held: Silvia Salis. The 40-year old political novice doesn’t sit in Parliament in Rome, but rather in Genoa’s 16th century Palazzo Doria Tursi, where she serves as the city’s mayor. For now, the former Olympic hammer thrower is betting that countering Meloni’s culture-war script while she carves out a national profile is enough to make her a credible challenger. “I’m a progressive candidate who firmly believes that economic development and social justice can coexist,” she said in an interview in her office. “This right-wing government has been unable to deliver either, so it’s made the few and the many both unhappy. Which in itself is quite an achievement.” Salis doesn’t belong to any party but says she roots herself firmly in the left. She rose to political prominence in 2025 when she unified the opposition to defeat a Meloni-aligned candidate for city hall. In last month’s referendum, the “No” vote against the government proposals to reform the judiciary took 64% in the city, 10 points more than the national tally. Results like that have put Meloni on the defensive for the first time since she won power in 2022. In establishing a dominant political brand, she sidelined her chief domestic rival, won over investors and raised Italy’s influence over issues such as Ukraine and the Mercosur trade deal. Having failed to deliver the one reform she’d put to voters, the premier, in her first speech to lawmakers since the defeat on Thursday, simply declared she'd serve out her five year term. A general election is due by the end of next year, and Meloni’s Brothers of Italy party would get about 26.7%, down about 1% from before the referendum, according to an Ipsos/Corriere della Sera opinion poll. The Democratic Party gained just over 1.3 points, polling at ...

The world is in the midst of a nuclear renaissance. Around the world, 75 reactors are under construction, with another 120 planned, according to the World Nuclear Association. It will take years, decades even, to build all those reactors, and that makes nuclear energy a spectacular long-term opportunity. One of the best ways to play it is Cameco (NYSE: CCJ) . The Canadian mining company is the world's second-largest uranium miner by production. Continue reading

格隆汇4月10日｜美国光通信龙头Lumentum预计2028年的产能将在两个季度内售罄。

美国光通信龙头Lumentum预计将在两个季度内售罄2028年的全部产能。（彭博）

日赚超1亿 中东局势缓和信号提振市场乐观情绪。 周五， 沪指重返4000点， 大 金融发起冲锋。 截至发稿，沪指涨近1%，深证成指涨近2%； 创业板指一度涨超3%突破前期高点， 创2021年12月以来新高。 有“牛市旗手”之称的券商股大爆发，券商龙头彻底杀疯了。 市值超3800亿元的中信证券 早盘一度飙升近10%，目前 大涨超7%。 哈投股份涨停， 东方财富涨超5%，长江证券、华泰证券、兴业证券大涨超4%。 “券商一哥”Q1狂赚102亿 昨天， “券商一哥”中信证券发布最新业绩快报。 2026年第一季度，公司实现 营业收入231.55亿元，同比增加40.91%。 归属于母公司股东的净利润为102.16亿元，同比增加54.6%，创下单季盈利新高。 基本每股收益为0 .67元，同比增加55.81%。 公司资产总资产从去年底的2.08万亿元增加到了2.24万亿元，增长了7.82%。 一季度狂赚102亿，相当于日均净赚约1.13亿元。 这净利润规模已超过多数上市券商 2025 年全年水平。 数据显示， 在已披露年报的券商中，去年只有 7 家全年净利润突破了百亿元大关。 而对于这份傲人的成绩单，中信证券表示，一季度中国资本市场保持良好发展态势，交易活跃度维持高位水平，公司积极把握市场机会，各项业务协同发力、稳步发展，推动经营业绩实现较快增长。 数据显示， 从市场交易活跃度方面看，2026年一季度日均股基交易额接近3.1万亿元，较2025年的高基数2.05万亿元仍有超50%的增长。 一季度A股市场新开户累计突破1204.02万户，同比增长61.15%；其中3月新开户460.14万户，环比增长82.38%，同比增长50.10%。 融资融券方面，一季度两融新开账户达47.84万户，同比增长51%，截至3月末融资融券余额为2.61万亿元，同比增长36%。 牛市旗手回归？ 今年迄今，券商板块持续下行，年内累计跌幅超11%，持续跑输大盘 。 申万宏源非银分析师称 主要有三大原因： 一是一致预期高增业绩背后的可持续性存分歧，且业绩弹性不及预期； 二是再融资的边际松绑一定程度上影响估值； 三是资金面的影响。 市场认为，目前券商板块估值仍处于历史洼地。 随着 A股市场情绪逐步回暖，以及上市券商年报持续披露、资金配置意愿进一步增强，板块的估值修复行情有望逐步展开。 东吴证券表示， 当前金融科技板...