有統計顯示，強積金三月份人均要蝕逾2萬元。 美伊爆發戰事，觸發環球金融市場三月份出現大震盪。有強積金研究機構統計，上月強積金投資回報為負百分之6.3，相當於每名「打工仔」強積金戶口蝕21,334元。綜合第一季，人均蝕6,521元，終止連續四季上升的趨勢。 三大主要基金類別上月都錄得跌幅，股票基金最傷，跌大約百分之8。當中亞洲股票基金下跌一成三，日本股票基金跌一成二。大中華和歐洲的股票基金，下跌百分之9。 機構表示，美伊若達成停火協議，有望改善市場氣氛，但第二季能否轉賺，仍然存在較大的不確定性。 GUM首席投資總監劉嘉鴻說：「這很難說的，現時美國總統特朗普突然在六月二十九日出來，又說一句說話，可以將整個股市立即由賺變蝕，又或者由蝕變賺。所以第二季會否繼續蝕？我們真的很難給予這樣短期的預測給大家。」 美伊局勢動盪，有「打工仔」為避險而進行基金轉換。機構提醒，過往數據顯示，成員多在恐慌時期調整持倉，但在大市回升時，未見資金明顯回流股票基金，或錯失反彈帶來的回報。考慮到強積金屬長線投資，建議成員避免因情緒而恐慌拋售，或盲目高追。 積金局亦指，強積金是跨越四十年的長線投資，無人能準確預測未來市場走向，成員應分散投資，以應對市場波動所帶來的風險和影響。

有統計顯示，強積金三月份人均要蝕逾2萬元。 美伊爆發戰事，觸發環球金融市場三月份出現大震盪。有強積金研究機構統計，上月強積金投資回報為負百分之6.3，相當於每名「打工仔」強積金戶口蝕21,334元。綜合第一季，人均蝕6,521元，終止連續四季上升的趨勢。 三大主要基金類別上月都錄得跌幅，股票基金最傷，跌大約百分之8。當中亞洲股票基金下跌一成三，日本股票基金跌一成二。大中華和歐洲的股票基金，下跌百分之9。 機構表示，美伊若達成停火協議，有望改善市場氣氛，但第二季能否轉賺，仍然存在較大的不確定性。 GUM首席投資總監劉嘉鴻說：「這很難說的，現時美國總統特朗普突然在六月二十九日出來，又說一句說話，可以將整個股市立即由賺變蝕，又或者由蝕變賺。所以第二季會否繼續蝕？我們真的很難給予這樣短期的預測給大家。」 美伊局勢動盪，有「打工仔」為避險而進行基金轉換。機構提醒，過往數據顯示，成員多在恐慌時期調整持倉，但在大市回升時，未見資金明顯回流股票基金，或錯失反彈帶來的回報。考慮到強積金屬長線投資，建議成員避免因情緒而恐慌拋售，或盲目高追。 積金局亦指，強積金是跨越四十年的長線投資，無人能準確預測未來市場走向，成員應分散投資，以應對市場波動所帶來的風險和影響。

MSFT Stock Today: April 9 Musk Push to Oust Altman Tests OpenAI Tie-Up Meyka

Rolling coverage of the latest economic and financial news Here’s Trump’s full post on his social media platform, Truth Social: All U.S. Ships, Aircraft, and Military Personnel, with additional Ammunition, Weaponry, and anything else that is appropriate and necessary for the lethal prosecution and destruction of an already substantially degraded Enemy, will remain in place in, and around, Iran, until such time as the REAL AGREEMENT reached is fully complied with. If for any reason it is not, which is highly unlikely, then the “Shootin’ Starts,” bigger, and better, and stronger than anyone has ever seen before. It was agreed, a long time ago, and despite all of the fake rhetoric to the contrary - NO NUCLEAR WEAPONS and, the Strait of Hormuz WILL BE OPEN & SAFE. In the meantime our great Military is Loading Up and Resting, looking forward, actually, to its next Conquest. AMERICA IS BACK! Those overnight losses follow several indications that the ceasefire isn’t holding quite as expected on Tuesday night. For instance, both the UAE and Kuwait said yesterday that their air defences had been intercepting drones from Iran. And on the Iranian side, their Parliament’s Speaker Ghalibaf said that three points of the ceasefire agreement had been violated. Moreover, the IRGC warned of a “regret-inducing response” if Israel’s strikes against Lebanon didn’t stop immediately, whilst the Fars news agency said that the passage of oil tankers through the Strait of Hormuz was halted because of Israel’s continued strikes on Lebanon. So collectively, that’s raised concern about how durable this ceasefire will prove, particularly with it only being a two-week truce.” He also criticised NATO in a separate post overnight, saying that they weren’t “there when we needed them”, and called on people to “remember Greenland, that big, poorly run, piece of ice!!!”. So that raised concerns about a repeat of mid-January, when Trump’s call for the US to take Greenland and the threat of European tari...

格隆汇4月9日｜华安证券研报指出，宏发股份继电器领先优势持续扩大，“制造出海”再迈新步伐。2025年实现营收172.02亿元，同比增长21.98%，实现归母净利润17.58亿元，同比增长7.76%。公司继电器中高级产线占比突破80%，继电器总体客诉不良率继续下降至0.04ppm以下，产品质量稳居行业一流。报告期内，新能源控制模块产品发货3.8亿元，同比实现翻倍增长，为模块化业务的增长提供了重要动力。报告期内，印尼宏发营业额同比增长64%，实现快速增长。此外，占地60亩的印尼宏发工业园自有生产基地于2025年11月顺利奠基，该项目有利于宏发进一步深化全球供应链布局、灵活应对国际形势变化。维持“买入”评级。

格隆汇4月9日｜日经225指数收盘下跌413.10点，跌幅0.73%，报55895.32点。

GAIL India to borrow 50-60 billion rupees in financial year 2027 Reuters

A Hong Kong man has been jailed for 11 months and fined HK$4,500 (US$574) for selling his digital wallet so it could be used by a crime syndicate to receive HK$25,500 defrauded from donors, who believed the money would be used to help victims of the Tai Po fire. West Kowloon Court heard on Thursday that Cham Shu-shing, a 32-year-old cook, had sold his Alipay account to an unknown group of scammers last year for HK$3,800, knowing it would be used for illegal purposes. A police investigation...

格隆汇4月9日｜韩国综合指数收盘下跌94.33点，跌幅1.61%，报5778.01点。

mustafaU Goldman Sachs cut its Q2 2026 forecasts for Brent and U.S. crude to $90 and $87 a barrel, respectively, ​late on Wednesday, after the U.S. and Iran agreed on ‌a two-week ceasefire. But, in a ​severe case where ⁠the ceasefire doesn't hold and with persistent Middle East production losses of around 2M barrels per day, ​Brent could average closer to $115 in Q4, ​the bank ⁠said. Previously, the bank forecast Brent ( CO1:COM ) and West Texas Intermediate ( CL1:COM ) oil prices to average $99 and $91 a barrel, respectively. "Given the reduction in the risk premium at the ​front of the curve and already edging up oil flows through ​the SoH (Strait of Hormuz), we nudge down our Q2 forecast ⁠for Brent/WTI," the bank said in a note, as per Reuters . Brent crude oil prices ​are down over 11% so far this week amid hopes that the ​Strait of Hormuz would reopen. However, prices rose on Thursday on concerns that supply from the key Middle East ​producing region may not fully resume amid doubts about the ceasefire holding ​and as the crucial strait remains restricted. Goldman kept its third-quarter forecast unchanged at $82 for ‌Brent ⁠and $77 for WTI, and for the fourth quarter at $80 for Brent and $75 for WTI. The bank said risks to its price forecasts remain skewed to the upside, reflecting the potential for longer‑lasting disruptions and more persistent crude ​production losses, the report added. More on Crude Oil Futures, Brent Futures Ceasefire Crash: Oil Tumbles 15% As U.S.-Iran Deal Unwinds Global 'Fear Trade' Commodities: Oil Slumps Below $100 After U.S., Iran Agree To 2-Week Ceasefire 10 Hours To $150 Oil? The Looming Deadline Threatening The Strait Of Hormuz Trump seeks toll-free access to Strait of Hormuz during ceasefire: White House Oil plunges by most since COVID on ceasefire deal, but Strait of Hormuz still bottled up

百度集團－ＳＷ(09888)出現大手買入8.26萬股，成交價$110.1，涉資909.426萬 AASTOCKS.com

来源：金十数据 4月9日，市场普遍预计美国3月CPI年率将上涨3.4%，这高于上个月的2.4%，并将成为两年来最大的同比涨幅。根据过去石油市场冲击期间发生的情况，最可能涨价的商品是航空燃油、钢铁、铝、天然气、化肥和塑料。需要使用这些材料的各个行业已经感受到了压力。伊朗战争已持续数周，人们的担忧已从最初油价上涨的冲击，扩展到长期冲突带来的复合效应。对于越来越多的经济学家来说，最可怕的部分不是眼前的问题，而是那些数月甚至数年后才会显现的“余震”。 摩根大通首席执行官将通胀称为可能破坏2026年股市回报的“老鼠屎”。哈佛大学教授、国际货币基金组织前首席经济学家肯·罗格夫最近讨论了这场战争一个被忽视的影响，即增加的军费开支将对本已吃紧的美国预算赤字产生什么影响。他表示，这种情况存在债券收益率飙升的风险，这可能会损害股市并影响美国的可负担性。罗格夫还表示，伊朗战争造成的现有供应中断足以让油价在一年内保持高位。

Fast Retailing Co. raised its full-year operating profit outlook on robust demand for its Uniqlo apparel in the US and Europe, bolstered by continued growth in Japan. The Japanese clothing company now sees operating income of ¥700 billion ($4.4 billion), compared with its previous guidance of ¥650 billion for the full year. That’s well above analysts’ average estimate for ¥657 billion for the fiscal period through August. The results highlight how Uniqlo’s growth is increasingly driven by overseas markets, particularly the US and Europe, even as Japan remains a stable base. As the company pursues an ambitious ¥10 trillion annual sales target, with expansion in North America and other global regions central to that strategy, this period’s performance offers a gauge of whether effort can keep up its momentum as demand conditions diverge across markets. “It seems that restructuring efforts have been underway, and there have been signs of improvement,” said Taku Sugawara , analyst at Iwai Cosmo Securities Co. “The key question is whether this momentum is continuing.” The full-year revenue forecast is now ¥3.9 trillion instead of ¥3.8 trillion, and higher than analysts’ prediction for ¥3.81 trillion. For the three months ended February, operating profit was ¥190 billion. That compares with the ¥161 billion average projection by analysts, according to data compiled by Bloomberg. Last month, the company struck a landmark deal with Major League Baseball that brought the Japanese company to the forefront of the newly renamed Uniqlo Field at Dodger Stadium. Founder Tadashi Yanai previously told Bloomberg that he is targeting ¥3 trillion in annual US sales, with a goal to expand deeper into Middle America. Read More: Uniqlo’s Billionaire Founder Aims to Conquer Middle America

格隆汇4月9日丨大和证券经济学家Kenji Yamamoto表示，尽管美国和伊朗达成停火，但世界经济可能仍将面临通胀担忧。这位经济学家表示：“当前停火的影响是明确的。虽然全球经济避免了严重的增长冲击，但能源驱动的通胀压力仍未解决。”他预计，现实的落地点将是一个“不完美的”协议，即伊朗在其核计划上做出某些让步，以换取制裁解除和在霍尔木兹海峡管理中发挥更大影响。“这个框架代表了一种状态，即通过脆弱的平衡维持秩序，即使避免了全面对抗。”

The average one-year price target for EchoStar (NasdaqGS:SATS) has been revised to $120.96 / share. This is an increase of 10.14% from the prior estimate of $109.82 dated March 25, 2026. The price target is an average of many targets provided by analysts. The

laddawan punna/iStock via Getty Images Key takeaways 1 The fund outperformed for the quarter The fund ( OPSIX ) outperformed its benchmark for the quarter. The fund's interest rate positioning, credit and foreign currency exposures all added to relative return. 2 Opportunity to benefit from income and diversification Global fixed income markets offer in our view a wide opportunity set for additional yield and total return potential, with built-in diversification across geographies and fixed income sectors. 3 We believe weakening US dollar offers greater total return potential for global fixed income The US dollar declined over 9% in 2025 yet has remained expensive on a historical basis and could be vulnerable to further decline, particularly if US economic growth slows. Investment objective The fund seeks total return. Fund facts Fund AUM ($M) 1,734.81 Click to enlarge Portfolio managers Hemant Baijal, Arin Kornchankul, Kristina Campmany, Michael Block Manager perspective and outlook Economic and policy outlooks have continued to diverge across regions and countries, offering a robust opportunity set beyond the US that may encourage investors to consider diversifying. Despite lingering economic and inflation uncertainties, global growth has remained positive, with generally easier global monetary policy and supportive fiscal spending. The US government shutdown (which paused data releases) ultimately ended mid-quarter, followed by the release of stabilizing labor market data and lower-than-expected US CPI. The US Federal Reserve (Fed) cut the federal funds rate by 0.50% and signaled more data-dependence going forward. The Bank of England and Reserve Bank of New Zealand also cut interest rates, while the Reserve Bank of Australia, Bank of Canada and European Central Bank held steady and the Bank of Japan hiked rates. Emerging market central banks largely continued their easing cycles, though more conservatively amid better-than-expected growth. We believe improving i...

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小米集團－Ｗ(01810)出現大手賣出22.28萬股，成交價$31.6，涉資704.048萬 AASTOCKS.com

小米集團－Ｗ(01810)出現大手賣出26.34萬股，成交價$31.56，涉資831.29萬 AASTOCKS.com

寧德時代(03750)出現大手買入8800股，成交價$634.5，涉資558.36萬 AASTOCKS.com

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騰訊控股(00700)出現大手賣出1.37萬股，成交價$510.5，涉資699.385萬 AASTOCKS.com

来源：金十数据 随着商品价格反弹及能源成本走高，美国通胀压力正卷土重来。市场普遍预测，即将公布的2月个人消费支出（PCE）物价指数将显示物价涨幅依然高于美联储设定的2%长期目标，这可能迫使美联储在即将到来的议息会议上继续维持高利率政策。 根据FactSet的共识预期，经济学家预计2月PCE物价指数环比增长0.4%，这一数据较1月份0.3%的环比增幅明显反弹；预计2月PCE物价指数同比增长2.8%，持平前值。 而剔除波动较大的食品和能源后的核心PCE——这一美联储最青睐的通胀衡量标准——预计环比增长0.4%（前值0.4%），同比增长3.0%（前值3.1%），显示出通胀极强的粘性。 核心通胀持续高企 Morningstar高级经济学家普雷斯顿·考德威尔（Preston Caldwell）指出，尽管PCE对能源权重的覆盖低于CPI，但核心通胀的持续高企可能将3月的整体PCE推升至3.2%，创下自2023年9月以来的最高水平。 除能源外，商品价格的反弹成为本轮通胀的新动能。高盛与美银的分析师一致认为，受关税政策驱动及软件等特定商品价格上涨影响，2月商品通胀显著增强。美银预测，2月核心商品价格涨幅或高达0.8%-0.9%，远超此前预期。 此外，德意志 银行 强调了“超级核心服务通胀”（剔除住房、能源与食品）的顽固性。虽然部分波动较大的商品类别推高了短期数据，但服务业价格的持续坚挺，意味着通胀短期内难以回到美联储的理想区间。 尽管年初的CPI数据曾一度显示物价趋于平缓，但分析人士警告称，伊朗战争引发的油价飙升将影响未来的通胀轨迹。 美联储降息尚早 面对依然烫手的通胀数据，经济学家几乎一致认为，美联储将选择“以时间换空间”。 目前，芝商所（CME）美联储观察工具显示，超过97.4%的交易员预计美联储将在4月29日的会议上将联邦基金利率维持在3.50%-3.75%的区间，这将是该行连续第三次按下“暂停键”。 德意志银行经济学家指出，虽然3月非农就业数据反弹为经济提供了韧性，但能源价格上涨带来的长期通胀风险令决策层倍感压力。 由于美联储在过去五年中大部分时间未能实现通胀目标，官员们现在极度担心通胀预期会进一步失控。 市场情绪正发生显著转向。一个月前，仍有约四成的投资者押注美联储会在2026年9月前大幅降息，但现在，近90%的参与者已转为观望，认为利率将在今年三季度结束前一直维持在现有...