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长江通信创历史新高

格隆汇 📅 04/09 10:35
格隆汇4月9日丨长江通信(600345.SH)涨7.14%,报48.140元,股价创历史新高,总市值158.68亿元。

A股异动丨华为AI眼镜传闻落地在即,AI眼镜概念股集体走强,博杰股份涨停,水晶光电涨超7%

格隆汇 📅 04/09 10:35
格隆汇4月9日|A股市场AI眼镜概念股集体走强,其中,博杰股份涨停,光洋股份、水晶光电涨超7%,世运电路、美迪凯、誉辰智能、宇瞳光学、立讯精密、波长光电涨超4%,创维数字、帝奥微涨超3%。 消息面上,昨晚,华为终端BG首席执行官何刚在微博上发文称,“亮点自寻,敬请期待!”同时配了一张带有HUAWEI AI Glasses水印的图片。有媒体称,这意味着华为的AI眼镜或即将发布。日前就有传闻称,华为将...

在AI赛道“慢半拍”的腾讯 能否凭“脚手架”理论突围?

财联社 📅 04/09 10:35 9988.HK700.HK
《科创板日报》4月9日讯(记者 李佳怡) 借势“龙虾”,腾讯赶场入局。 2026年春,OpenClaw掀起 “全民养虾”热潮,让腾讯罕见地站上了AI应用层的风口。一个月内,WorkBuddy、QClaw、CodeBuddy等十余款Agent产品密集上线,微信、QQ、企业微信等全线打通。 热闹背后,一个更深层的战略轮廓正在浮现:腾讯并非在追逐一时的“龙虾”热度,而是在加速落地一套以超级入口和工程化能...

騰訊控股(00700)出現大手買入1.16萬股,成交價$509.5,涉資591.02萬 - AASTOCKS.com

Google 📅 04/09 10:35 700.HK
騰訊控股(00700)出現大手買入1.16萬股,成交價$509.5,涉資591.02萬 AASTOCKS.com

XOM/CVX: How Volatile Oil Prices and Global Tensions Could Impact Integrated Oil Giants.

Nasdaq 📅 04/09 10:35
Key PointsOil and natural gas prices are volatile, and the current market upheaval isn't all that unusual.

Liberals Advance Bill That Could Criminalize Quoting The Bible As Hate Speech

Zero Hedge 📅 04/09 10:35
Liberals Advance Bill That Could Criminalize Quoting The Bible As Hate Speech Authored by Steve Watson via Modernity.news, Canada is barreling toward a chilling new reality where quoting certain Bible passages could be treated as a criminal hate speech offense. Bill C-9, the so-called Combatting Hate Act, cleared the House of Commons on March 25 and now moves to the Senate. Critics say the legisla...

Vance to Lead Iran Talks, Tehran Says Ceasefire Violated, More

Bloomberg 📅 04/09 10:34
Source: Bloomberg, 6:22

以色列民众担忧停火能否持续

同花顺 📅 04/09 10:33
在美伊同意停火两周的消息公布后,以色列特拉维夫民众对停火能否持续下去感到担忧,他们渴望得到真正的持久和平,但他们知道,停火往往是暂时的,一切都存在不确定性。还有人表示,以色列与伊朗开战的同时还要入侵黎巴嫩,这非常荒唐。(CCTV国际时讯)

高盛资产管理称AI投资热持续 应布局半导体和相关“铲与镐”股

新浪 📅 04/09 10:33
高盛 资产管理公司的Brook Dane表示,即便伊朗冲突加剧了地缘政治紧张局势,但随着相关支出加速,投资者仍需布局半导体公司及AI领域其他的“铲与镐”(picks and shovels)股。 Dane接受采访时表示,“没错,现在的世界比四个月前更加不确定,风险溢价也可能因而结构性上升,但这并不改变我们所观察到的趋势方向与规模。” 在高盛资产管理担任公共科技投资联席主管的Dane表示,对AI基础...

Capstone Copper: Why The Market May Be Short-Sighted

Seeking Alpha 📅 04/09 10:33
Monty Rakusen/DigitalVision via Getty Images Notice: All Dollar amounts are in Canadian dollars, except when otherwise stated One of the things that I do when a market or sector is outperforming is outlining the companies in that sector, and then finding the one that doesn't fit - i.e., in this case, the one that doesn't outperform. If I find such a business, I then go in and look at the reasons w...

Mitsui OSK to Monitor Truce Before Ships Attempt Hormuz Crossing

Bloomberg 📅 04/09 10:32
Japan’s Mitsui OSK Lines Ltd. , one of the world’s largest shipping companies, said it would need to scrutinize details of a US-Iran ceasefire agreement and its implementation before allowing its vessels to test the Strait of Hormuz. “How it is implemented in the water, that is something we really need to understand,” Jotaro Tamura , who became president of the firm last week, said in an interview...

对话前阿里高管、天猫设计家CEO:这些年烧掉千亿,家装行业还能怎么做?

36kr 📅 04/09 10:32 9988.HK
文丨彭倩 编辑丨乔芊 “苦大仇深”是马学军对自己的形容。 他曾在传统行业和互联网创业十几年,任职阿里时期花名"郭大路",操盘的都是实体行业互联网化的项目,从天猫超市、天猫医药、天猫家装、天猫预售、喵鲜生到喵街,无一例外。这些从0到1的创新型业务,都不是单靠淘宝流量能长出来的。 搞家装对他而言更是一场迟迟未决出胜负的赌局。2010年,马学军就在天猫掌管家装业务——从北京3万多方的“天猫爱蜂巢家装体验...

MMLC电池级碳酸锂早盘价格较昨日跌2650元/吨

格隆汇 📅 04/09 10:32
格隆汇4月9日|据Mysteel数据显示,今日MMLC电池级碳酸锂(早盘)价格较昨日下跌2650元/吨,中间价报156000元/吨。

Iran oil shock stirs memories of 1997 Asian Financial Crisis — but here’s why history may not repeat itself

CNBC 📅 04/09 10:32
A month into the worst oil supply disruption since the 1970s Arab embargo, the economic pain spreading across Asia is reviving an uncomfortable question: Could this be 1997 all over again? The parallels are hard to ignore. Asian currencies are under pressure, risking the risk of capital outflows. Spiking energy costs have pushed governments to roll out emergency measures, while central banks are d...

坐标西南,全国第三个货运机场,要来了

36kr 📅 04/09 10:32
西部第一座货运机场,基本要敲定了? 据近日媒体报道,多方信息表明已获中国民航局场址批复的内江机场,将建设定位为 专业货运机场 。 目前,全国已建成投运的专业货运机场仅有两个,分别为2022年通航的湖北鄂州花湖机场、2025年通航的浙江嘉兴南湖机场。 这意味着, 内江机场或将成为全国第三个、西部地区首个专业货运机场。 值得注意的是,之前重庆第二机场的定位为 国际货运枢纽和区域客运枢纽 ,也突出了货运...

騰訊控股(00700)出現大手賣出1.38萬股,成交價$507.0,涉資699.66萬 - AASTOCKS.com

Google 📅 04/09 10:32 700.HK
騰訊控股(00700)出現大手賣出1.38萬股,成交價$507.0,涉資699.66萬 AASTOCKS.com

騰訊控股(00700)出現大手買入2.3萬股,成交價$507.0,涉資1.166千萬 - AASTOCKS.com

Google 📅 04/09 10:32 700.HK
騰訊控股(00700)出現大手買入2.3萬股,成交價$507.0,涉資1.166千萬 AASTOCKS.com

Think Nvidia is the Best Artificial Intelligence (AI) Stock to Buy? Think Again. Buy This Growth Stock Instead.

Yahoo 📅 04/09 10:32 INTC.O
Nvidia may be the AI stock everyone is talking about. But this stock offers AI upside through more profit streams at a lower valuation.

Think Nvidia is the Best Artificial Intelligence (AI) Stock to Buy? Think Again. Buy This Growth Stock Instead.

Nasdaq 📅 04/09 10:32 NVDA.O
Key PointsAlphabet's Google Cloud operating income more than doubled year over year in Q4.

Hedge Funds Bet on Won, Yuan Via Options After Ceasefire News

Bloomberg 📅 04/09 10:31
Hedge funds are placing bets using currency options that the South Korean won and Chinese yuan will strengthen as risk sentiment improves and oil prices fall on news of the US-Iran ceasefire. Trading volumes for options on both currencies versus the dollar jumped to their highest levels in a month Wednesday, according to Depository Trust & Clearing Corp. data. Activity was skewed toward bullish po...

总投资20亿元!又一半导体光芯片项目签约:年产值超10亿元

格隆汇 📅 04/09 10:31
格隆汇4月9日|据快科技,三菲化合物半导体光芯片制造基地项目近日签约落户太仓市城厢镇,项目计划总投资20亿元。其中一期项目总投资10亿元,预计今年8月开工建设、2028年投产运营,达产后可实现年产值超10亿元。上海三菲半导体有限公司长期立足光芯片、电芯片与算法的自主核心技术,拥有稳定出货800万颗/月高端光芯片的经验。 值得一提的是,光芯片是光通信、数据中心、激光雷达等系统的核心器件。在AI算力驱...

快速蹿红的Hermes Agent,会成为下一个OpenClaw吗?

36kr 📅 04/09 10:31 AMZN.O
最近一段时间,Hermes Agent的名字开始频繁出现在开发者社区里,而且不再只是零散的“新项目推荐”,而是下一个OpenClaw的热门候选者。 在英文技术社区、Reddit、X以及The New Stack等媒体的讨论中,它被反复拿来和OpenClaw对比;在中文互联网,从知乎、小红书到技术社群,也开始出现越来越多真实的使用反馈。 伴随讨论度升温的,是一组很难忽视的数据变化:Hermes的Gi...

大族激光创历史新高

格隆汇 📅 04/09 10:30
格隆汇4月9日丨大族激光(002008.SZ)涨7.29%,报75.960元,股价创历史新高,总市值782.09亿元。

Hit New Zealand comedy duo Flight of the Conchords reunion gigs sell out in minutes

The Guardian 📅 04/09 10:29
Bret McKenzie and Jemaine Clement announce four shows at Wellington venue Meow Nui from next week – their first gigs since 2018 New Zealand’s self-described “fourth most popular guitar-based digi-bongo-a cappella-rap-funk-comedy-folk duo” Flight of the Conchords sold out their first shows in eight years in minutes this week, sparking a frenzy among fans. Bret McKenzie and Jemaine Clement formed th...

DSE|中文科開考 卷一題目問AI 學生:卷二題材易發揮 教師評測「相對簡單」

i-cable 📅 04/09 10:29
【有線新聞】中學文憑試核心科目開考,首日考中文科,卷一閱讀理解和卷二作文有逾5.1萬人報考。中文科老師認為今年試卷相對簡單,題目緊貼時代。 DSE首科核心科開考,小西灣這個試場有不少考生提早到場,準備迎接這份「死亡之卷」。應屆文憑試考生吳先生:「我預備了一些句子給自己作文用,例如『靈魂日益萎縮和空虛,只留下一個世界上忙錄的身軀。』」有考生更稱「十年磨一劍」。霍小姐:「其實由小學開始,都想是為今日而...

Commentary: China Sees Rare Inflation Bump, but Requires Deep Reforms

财新 📅 04/09 10:29
People shop for vegetables at a farmers market in Nanjing, Jiangsu province. Photo: VCG The U.S. economy often stumbles out of the gate in January and February due to seasonal factors, while China’s economy typically enjoys a first-quarter bump. But beyond the usual Lunar New Year spending surge, early 2026 has delivered a genuine bright spot for China: the most optimistic inflation outlook in yea...

阿联酋呼吁保障霍尔木兹海峡安全通航

格隆汇 📅 04/09 10:29
格隆汇4月9日|据央视,阿联酋外交部8日表示,正密切关注美国和伊朗宣布停火两周,并强调伊朗应遵守承诺,确保霍尔木兹海峡的安全通航。声明说,40天来针对基础设施、能源设施及平民目标的袭击,造成了人员伤亡和财产损失,相关行为应承担责任并进行赔偿。应采取全面、持续的方式应对地区安全威胁,包括核问题、弹道导弹、无人机等,同时维护海上安全,防止霍尔木兹海峡航行受到干扰。阿联酋还强调本国并非冲突一方,并通过双...

流感|防護中心:長假後市民外遊返港 不排除活躍程度反覆

i-cable 📅 04/09 10:28
【有線新聞】衞生防護中心指長假期後大批市民外遊返港,不排除流感活躍程度會反覆。 防護中心稱自上月中開始,乙型流感已取替甲型H3流感,成為本港主要流行的季節性流感病毒,近期廣東和澳門流感活躍程度均呈波動上升;剛過去的長假期人流往來頻繁,大批市民外遊返港,不排除流感活躍程度會出現反覆。另外新冠病毒已成周期性風土病,有機會在未來幾個月出現另一次活躍周期,提醒市民盡快接種疫苗。

2026,头部品牌为什么还在疯狂开店?

36kr 📅 04/09 10:28 9988.HK
头部连锁品牌,拓店正疯狂。 名创优品 计划在三年内实现全球门店规模突破万店; 瑞幸咖啡 去年净增8708家,今年计划新开6000家左右; 百胜中国 去年净新开了1706家门店,扩张到1.8万家,计划在2030年开到3万家店; 麦当劳 去年在华预计净增门店1000家,目标2028年突破万店; 盒马鲜生 计划新开100家门店、新增超50个覆盖城市,突破500家…… 不光是要“猛开店”,还要 “开好店”...

国资委新设境外国资工作局,释放了哪些信号

第一财经 📅 04/09 10:28
加强境外投资经营等方面风险防范化解。 据新华社报道,国务院国资委新设境外国资工作局,主要职责为指导所监管企业国际化经营和境外资产布局优化、结构调整,承担所监管企业境外资产监督有关工作,加强境外投资经营等方面风险防范化解,承担境外突发事件和危机处理有关工作。 国资委官网已更新境外国资工作局相关信息。官网显示,境外国资工作局局长为朱凯,下设机构包括国际化经营处、风险防范处、监督治理处、应急管理处。 中...
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