格隆汇4月1日｜美国最高法院即将审理出生公民权争议之际，美国总统特朗普在社交平台发文称，“出生公民权(Birthright Citizenship)是为奴隶的后代设立的”，而不是那些生了56个孩子、且每个孩子都“自动成为”美国公民的中国亿万富翁。这是我们这个时代众多巨大骗局之一！

Morning, I’m Chloé Meley from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. Trump’s war in Iran may hurt the UK more than others. But his tariffs could, counterintuitively, help cushion some of that impact. Facing high levies from the US, Chinese companies are turning to the UK instead and cutting prices on exports to Britain. The price for cars, China’s largest export to the UK, fell 4.6% in January and February compared to the same period last year, while prices for computers, phones and furniture also dropped while shipment volumes soared. If the flood of cheaper Chinese goods continues, that would be “good news for inflation,” according to Barret Kupelian, PwC UK’s chief economist. It could help offset part of the energy price shock from the war in Iran, and inform the Bank of England’s decisions as it keeps a close eye on inflation pressures. The one big concern, of course, is the impact that this influx of Chinese products could have on British industry — not the most thriving of sectors, and a politically sensitive area for Keir Starmer. What’s your take? Ping me on X , LinkedIn or drop me an email at cmeley@bloomberg.net. Oh, and do subscribe to Bloomberg.com for unlimited access to trusted business journalism on the UK, and beyond. What We’re Watching Speaking of, Starmer is facing growing pressure to help Brits with the rising cost of living, as the economic effects of the conflict in the Middle East — soaring diesel prices and increasing energy bills — start to hurt household budgets. No major package has been announced yet, though Starmer has suggested any help would be concentrated on the neediest people. Novo Nordisk ’s weight-loss drug Wegovy is set to be offered far more widely on the NHS, becoming an option for about 1.2 million more patients after the drug price regulator recommended it to prevent heart attacks and strokes. BP ’s new CEO Meg O’Neill starts today , becoming Big Oil’s first female boss a...

在过去两年的消费投资圈饭局上，一个话题被频繁提及：在奶茶、咖啡、预制菜纷纷卷入红海之后，下一个国民消费品类究竟藏在哪里？ 各类标的收窄，落到一个曾被视为“小众嗜好”的选项——螺蛳粉。外界习惯于讨论它“臭”得如何有记忆点，消费者们见证了社交媒体上的螺蛳粉流量狂欢，但资本和产业界看重的却是另一组数据：截至2025年，全国螺蛳粉实体店规模已达5.1万家，正式完成了对沙县小吃和兰州拉面这两大“国民神店”的超越，成为粉面类实体店的头把交椅。 这不只是一场口味的胜利，更是一场工业的远征。2025年，柳州螺蛳粉全产业链收入突破813亿元，螺蛳粉产业的不断迭代与沉淀，让这个品类稳步迈进千亿，也在不断刷新产业想象力。 工业化拆解：从街头小吃到规模产能 2014年10月，柳州市原食品药品监督管理局颁发了全市首张袋装螺蛳粉生产许可证 ，标志着这道市井小吃正式迈入工业化时代，开启了标准化建设与产能扩张的双轮驱动。工业化让螺蛳粉这一柳州味道，拥有了走向全国的可能性。 地方美食区域突破，有很多种故事版本，但柳州螺蛳粉的进化却超出了大多数人的想象。从申请“柳州螺蛳粉” 国家地理标志产品，到建立产品质量检测中心与原材料基地，柳州螺蛳粉快速推动产业化、标准化建设。 2025 年 5 月，微念子公司牵头修订的轻工行业标准QB/T2652-2025《米粉（米线）》 正式获批发布，成为国内米粉类行业最高标准，也填补了水煮型米粉(米线) 行业标准的空白。截至 2025 年，柳州已制定全产业链标准572 项，覆盖172 个小类、173 种产品，从原料种养到生产加工，再到品质管控，实现了全流程的规范化，哪怕是一小包干米粉，其原料、工艺、安全指标都有严苛讲究。 工业化的直接成果，是产能的规模化增长，工业化理念更渗透到螺蛳粉各类原材料中。以头部企业为例，臭宝所属的微念集团实现双厂配置，二厂总面积超14700 平方米，配备31 条智能化生产线及 56 类实验检测设备，年产能达3.6 亿袋。 2025 年，柳州螺蛳粉预包装销售收入达163 亿元，配套及衍生产业收入216.1 亿元，直接带动就业超30 万人，成为拉动地方经济与乡村振兴的核心产业。街边店铺也通过工业速冻技术实现锁鲜，凭借冷链供应走出柳州的街头巷尾。 曾经爆火的螺蛳粉直播，锻炼出柳州螺蛳粉工厂强悍的生产供应能力，技术创新带来工厂产线上的产能增长。每一次技术突...

This isn't the time to make any rash decisions.

Key PointsMany top cryptocurrencies are down over the last week.

财联社4月1日讯（编辑 潇湘） 随着中东战火引燃新一轮能源危机，亚洲各国对替代能源的争夺也已经趋于白热化。而在这一窘迫背景下，不少亚洲经济体甚至由此开启了一轮燃料互换的浪潮…… 印尼总统普拉博沃本周对日本的访问，就被不少外界人士视为亚洲最新一轮燃料互换尝试的一部分，试图以此抵消由中东冲突引发的严重短缺，中东是亚太地区能源供应的关键来源。 对于较贫穷的国家来说，目前的情况正变得绝望。菲律宾上月成为第一个宣布全国能源紧急状态的国家，斯里兰卡将工作周缩短为四天，缅甸限制汽车司机隔日出行。东南亚最大经济体和世界第四人口大国印度尼西亚也宣布了一系列措施，包括限制燃料销售和敦促人们在家工作。 “保持理性的经济关系至关重要，”印尼总统普拉博沃周一在东京签署了涵盖长期石油和天然气以及地热发电项目的协议后，对日本商界领袖如是说道，“中东的地缘政治局势给我们的能源安全带来了战略不确定性。” 而 石油和天然气监管机构SKK Migas负责人Djoko Siswanto表示，更为直接的一项举措或许是，印尼方面可能与日本达成协议，增加对东京的液化天然气供应，以交换液化石油气——这是一种必要的烹饪燃料。 尽管两国领导人在周二均未确认此类互换协议，但在当天的会议上都同意将加强能源安全联系。 根据业内人士看到的一份日本政府内部文件还显示，日本大型能源企业INPEX公司也正在与印度讨论类似的易货交易，用液化石油气交换石脑油和原油。 此外，文件显示，越南也寻求日本帮助供应能源，而菲律宾周一表示已从日本方面获得柴油。 日本经济产业大臣强调了对东南亚国家保持燃料供应的重要性，因为日本在这些地区设有供应链渠道 据悉，资源贫乏的日本约95%的石油和11%的液化天然气进口依赖中东，尽管其能源储备本身位居世界前列。 亚太经济体各谋出路 能源分析师表示，澳大利亚作为主要能源生产国和出口国的地位，应会使其在与亚洲伙伴就即将短缺的航空燃料供应谈判中具有影响力。澳大利亚外交部长黄英贤本月表示，政府正在与中国、新加坡和韩国等主要供应商接触。 越南航空监管机构本月则敦促当局从文莱、印度、日本和韩国寻求额外的航空燃料供应。 日本能源经济研究所高级研究员Hiroshi Hashimoto表示，与替代供应商达成双边协议应有助于缓解短缺，但如果中东战事持续时间更长，则需要协调一致的努力。 “如果危机持续较长时间，亚洲国家可能需要制定...

格隆汇4月1日丨卡塔尔表示成功拦截了两枚导弹，第三枚击中了一艘油轮但未造成伤亡。

undefined China’s factory activity returned to expansion in March as post-holiday production resumed and domestic demand warmed, although surging raw material prices strained manufacturers. The manufacturing purchasing managers’ (PMI) index rose 1.4 points to 50.4 in March, the National Bureau of Statistics (NBS) said Tuesday. The non-manufacturing PMI, which measures activity in the services sector, increased 0.6 points to 50.1, bringing both gauges above the 50 mark that separates expansion from contraction. The composite PMI reached 50.5, climbing 1 point from February.

格隆汇4月1日｜中东局势降温，A股三大指数今日集体上涨，截至收盘，沪指涨1.46%报3948点，深证成指涨1.7%，创业板指涨1.96%，科创50指数涨超3%，北证50指数涨超2%。全市场成交额2.02万亿元，较前一交易日增量190亿元，近4500股上涨。 盘面上，多家创新药企实现扭亏为盈或业绩暴增，创新药、CRO及医疗服务板块爆发，凯莱英、睿智医药及广生堂等多股涨停；CPO概念走高，智立方20CM涨停；玻纤制造板块拉升，山东玻纤涨停；游戏板块活跃，完美世界、巨人网络涨停；航运、集成电路制造及光伏加工设备等板块涨幅居前。另外，电力股下挫，广西能源、华电辽能等多股跌停；煤炭股走低，云煤能源跌近7%；摩托车概念回调，华洋赛车跌逾9%；抽水蓄能、逆变器及铁路公路等板块跌幅居前。(格隆汇)

【收评：三大指数均涨超1% 全市场近4500只个股上涨】财联社4月1日电，市场高开震荡，三大指数均涨超1%，科创50指数涨超3%。沪深两市成交额2.01万亿，较上一个交易日放量199亿。盘面上，市场热点快速轮动，全市场近4500只个股上涨。从板块来看，医药板块延续强势，十余只成分股涨停，睿智医药20cm涨停，津药药业4连板，润都股份、昂利康、海王生物涨停。算力硬件概念快速拉升，智立方20CM涨停，续创历史新高，瑞斯康达、铭普光磁、永鼎股份涨停。算力租赁概念反复活跃，奥瑞德11天6板。下跌方面，电力板块走弱，广西能源、惠天热电跌停。高铁轨交集体下挫，神州高铁炸板回落，通业科技、交大铁发大跌。截至收盘，沪指涨1.46%，深成指涨1.7%，创业板指涨1.96%。

格隆汇4月1日｜特朗普言论提振市场，欧股大幅高开。德国DAX30指数开涨3.09%，欧洲斯托克50指数涨2.74%，法国CAC40指数涨2.38%，英国富时100指数涨1.64%。

德国DAX30指数开涨3.09%，欧洲斯托克50指数涨2.74%，法国CAC40指数涨2.38%，英国富时100指数涨1.64%。

截至收盘，ETF两市成交额报5495.42亿元，分类型来看，股票型ETF成交额1627.91亿元，债券型ETF成交额2622.97亿元，货币型ETF成交额422.25亿元，商品型ETF成交额203.22亿元，QDII型ETF成交额619.08亿元。其中，成交额最高的非货币型ETF分别是港股创新药ETF（513120），A500ETF（563360）成交额分别为103.77亿元，67.58亿元

騰訊控股(00700)出現大手買入1.81萬股，成交價$498.4，涉資902.104萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出2.51萬股，成交價$498.6，涉資1.251千萬 aastocks.com

騰訊控股(00700)出現大手賣出1.56萬股，成交價$498.6，涉資777.816萬 AASTOCKS.com

格隆汇4月1日｜随着石油价格下跌，且美以对伊战争有望在近期结束的希望提升了风险偏好，美元兑一篮子货币跌至一周低点。特朗普表示，无论是否达成协议，美国都将在两三周内撤离伊朗。白宫新闻秘书莱维特称，美方将于周三提供重要进展。伊朗方面则表示，如果某些条件得到满足，伊方有“必要的意志”结束战争。油价下跌和风险情绪回暖对美元构成利空，因为美国是石油净出口国，且美元被视为避险货币。

ETF收盘涨跌不一，恒生创新药ETF（520500）领涨8.39%，港股通创新药ETF（159297）涨8.25%，港股通医疗ETF（159506）涨7.69%，标普油气ETF（513350）领跌9.99%，标普油气ETF（159518）跌9.76%，能源化工ETF（159981）跌6.57%。

美国纽约市长祖赫兰·马姆达尼3月31日宣布，决定允许在政府电子设备上恢复使用短视频社交媒体平台TikTok。当天，马姆达尼在该社交媒体平台上发布消息说：“TikTok，我们回来了。”据美国方面消息，纽约市长办公室提供的一份备忘录显示，纽约市政府允许各部门在该社交媒体上发布内容，此次政策调整旨在扩大纽约市政府的信息传播范围。同时，备忘录要求各部门官方账号运营必须遵守一系列安全防范措施，包括使用专用无敏感数据设备、指定专人管理账号等。2022年底以来，美国联邦政府及多个州以所谓“数据安全”为由，下令禁止在政府电子设备上使用TikTok。时任纽约市长埃里克·亚当斯在2023年发布了类似禁令。(央视财经)

騰訊控股(00700)出現大手賣出2.51萬股，成交價$498.6，涉資1.251千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.56萬股，成交價$498.6，涉資777.816萬 aastocks.com

截至收盘，上证指数涨1.46%报3948.55点，深证成指涨1.7%报13706.52点，创业板指涨1.96%报3247.52点，北证50涨2.39%报1278.12点。全市场成交额20018亿元，较上日成交额缩量39亿元。 板块题材上，创新药、元件、游戏板块涨幅居前；轨交设备板块跌幅居前。 盘面上，创新药板块持续走强，广生堂、睿智医药20CM涨停封板，艾迪药业、诚达药业等数只个股涨超10%，北大医药、益佰制药等数只个股涨停。元件板块走强，本川智能、晶赛科技涨超10%，中京电子涨停封板。游戏板块震荡走强，完美世界、巨人网络涨停封板。轨交设备板块高开低走，交大铁发、通业科技跌超7%。

騰訊控股(00700)出現大手買入1.81萬股，成交價$498.4，涉資902.104萬 aastocks.com

This isn’t just a retelling of the infamous drug lord’s life. His son shares a traumatic coming-of-age story plagued by chaos and violence – and it is like being in The Sopranos You’d be forgiven for thinking that we didn’t need another TV series about the drug kingpin Pablo Escobar’s life, and that it’s been milked for all its worth in popular culture. Escobar’s murderous Medellín cartel was most ruthless in the 1980s and 90s – but this century alone, the Colombian druglord and politician’s biography has inspired numerous books, Hollywood films, the Netflix series Narcos, and even the title of Kanye West’s 2016 album Life of Pablo. The new Spanish language series Dear Killer Nannies, however, manages to find a new and unexpected way into the life of an archetypal villain, which focuses very little on the bloodshed that has made his life so ripe for movies and television. In terms of genre, the show – co-created by Escobar’s son Juan Pablo Escobar – is far more coming-of-age than action. Instead of following the usual beats that mark Escobar’s rise, fall and eventual death (during a shootout with Colombian special forces), our way into the story is seven-year-old Juan Pablo, also known as “Juampi”. Juampi is sweet, sensitive and soft around the edges in the way most boys are before being exposed to the ravages of patriarchy. We meet Juampi as his head bobs above the surface of a lake, beaming and soaking up the sun, when a speedboat zooms into frame, headed straight for him, causing him to panic. The boat swerves at the last minute, narrowly avoiding him. Enter: Juampi’s “nannies”. These are associates of his father, who double as childcare while he’s out of the country attending to cartel business. What could possibly go wrong in such an arrangement? Continue reading...

Fully crewed rocket will head to moon from Florida – first time since 1972 that humans will have left lower Earth orbit A little more than an hour before sunset on Florida’s space coast, up to 400,000 people packed on beaches and causeways will look to the heavens on Wednesday to witness a fiery spectacle not seen in almost 54 years: a fully crewed Nasa rocket heading back to the moon. The launch of Artemis II, scheduled for 6.24pm ET if weather and any late technical gremlins grant their consent, marks the first time since the Apollo 17 mission of December 1972 that humans will have left lower Earth orbit. Continue reading...

Skinner’s side spent £5.88m while Arsenal spent £11.3m United face Bayern in Champions League on Wednesday Manchester United’s wage bill was about half that of their Women’s Super League rivals Arsenal’s last season, their latest financial accounts have revealed, highlighting the stark contrast in spending at some of England’s biggest clubs as they prepare for a decisive night of European action. United, who finished third in the WSL last season, four points behind second-placed Arsenal, face Bayern Munich in the second leg of their Champions League quarter-final on Wednesday, while Arsenal travel to Chelsea, after they qualified for the competition with hugely different budgets. Continue reading...