凯投宏观在一份研究报告中称，如果战争“很快“结束，主要股指可能会进一步回升。许多市场的股票仍低于战前水平，而那些受创最严重的市场，如亚洲和欧洲股市，可能有更大的反弹空间。凯投宏观表示：“但也许更有趣的问题是，市场何时或是否会回到战前水平。在我们看来，这一点并不能保证。“该机构指出，能源价格上涨将继续对经济构成拖累，并可能推迟股市完全恢复到之前高点的时间。 责任编辑：王永生

ronniechua The RatingDog China General Manufacturing PMI dropped to 50.8 in March 2026 from 52.1 in February, below the forecast of 51.6, indicating slower factory growth. Output, new orders, and employment increased, while production expanded for the fourth month, and backlogs grew. "Overall, the manufacturing sector sustained a moderate expansion in March, the macro environment presents a more complex picture for the manufacturing sector. Domestically, the 2026 Government Work Report set a GDP growth target within a flexible range of 4.5% to 5%, largely in line with market expectations. This reflects a general policy stance of “seeking progress while maintaining stability,” which is expected to provide moderate underpinning for manufacturing activity, albeit without implying significant stimulus. Internationally, ongoing geopolitical conflicts continue to keep oil prices elevated and exacerbate volatility and cost pressures in key raw material markets. This imported inflationary factor is likely to remain a severe test for manufacturers’ input costs in April," said the China General Manufacturing PMI Yao Yu,Founder at RatingDog. On Wednesday, the Shanghai Composite rose 1.3% to 3,944, while the Shenzhen Component gained 1.2% to 13,639 , and the offshore yuan stabilized around 6.88 per dollar on Wednesday, following significant gains in the previous session. 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: ASHR: Paying A Premium For Great Companies May Be Worth It CXSE: China Ex-SOE Approach CXSE: Ex-State-Owned China Stocks Offer Less Alpha These Days Global current account imbalances reach near-historic highs, BoE warns Asia stocks mixed; China's PMI re...

格隆汇4月1日｜纳斯达克上市企业华赢集团（AXG）近日正式宣布重大战略升级，集团联合创始人兼行政总裁朱皓康博士推出数字+数智双Token引擎战略，并将品牌Slogan升级为“Mobilizing token 24/7”，全面聚焦Token赛道，加速构建全球新一代综合数字新经济平台。 集团以数字加密Token与数智算力Token为双核心，依托FERION、AX COIN、SOLOMON、SCION AI、AXONE等平台矩阵，打造合规数字资产生态；同时战略孵化KOVAR、AGENPAY，布局AI算力Token化，并发起全球词元中心联盟与Tokenthon开发者赛事，构建开放共赢产业生态。 朱皓康博士表示，双Token战略既顺应数字资产合规化、机构化趋势，又抢抓人工智能算力Token化机遇。未来，华赢集团将凭借全牌照与全球化布局，持续领跑合规数字经济领域，为全球用户提供更专业的数字金融服务。

格隆汇4月1日｜印尼3月核心通胀率同比上涨2.52%，2月为2.63%。

上海市场高顺顺丁橡胶较上一工作日收盘区间上涨200-400元/吨不等，现货价格再度走高，部分缺货品牌顺丁更趋高位。（隆众资讯）

格隆汇4月1日｜以色列能源和基础设施部日前发表声明说，自4月1日起将95号汽油价格上调至每升8.05谢克尔（1美元约合3.14谢克尔），较当前每升7.02谢克尔上涨14.7%。

格隆汇4月1日｜20年期日本国债收益率下跌7.5个基点，至3.205%。

(RTTNews) - Indian shares opened on a strong note Wednesday after U.S. President Trump said the U.S. could end its Iran military campaign within 2-3 weeks, claiming that Washington had already achieved its core objectives of hobbling Iran's nuclear ambitions and bringing a regime

财联社4月1日讯（记者 闫军 林坚） 基金交易费用管理新规落地第二年，券商整体佣金下滑的趋势得到了明显改善。 随着2025年基金公司年报披露完毕，券商分仓佣金收入揭晓。Wind数据显示，2025年券商分仓佣金总收入达到110.14亿元，较2024年109.86亿元微增，虽然较2021年222.55亿元的高峰相去甚远，但是行业整体已经扭转了下滑趋势。 一波“身小黑马”狂飙惊人，显然是本次榜单的最大看点，这其中，华源证券、华福证券、东方财富等几家中小券商的提升无疑是最耀眼的，华源证券提升34个位次到24位，华福证券则提升11个位次到22位，东方财富提升5个位次到29位。 头部阵营的券商提升也更加不易，申万宏源从2024年的13名直线飞升至2025年的第8名，提升可圈可点。 也有守不住的券商，其中，国投证券跌幅最深，同比下滑48.96%，座次下降7位，堪堪保住前30名的排名。德邦证券的研究业务萎缩更为明显，2025年佣金收入跌幅深达81.23%，从2024年的32名跌至2025年的52名。 从市场交易量来看，2025年的大牛市行情中，券商席位股票交易量达到30.16万亿，较2024年激增47%，增交易不增收入，券商分仓佣金正式进入薄利时代。 5家券商佣金收入超5万亿，前十的“守擂”功力如何？ 火热的行情带动了股票交易，基金公司在中信证券、国泰海通席位2025年交易均突破了2万亿，但是佣金下降导致券商分仓佣金的“加量不加价”。 从最终的收入格局来看，2025年的分仓佣金江湖，头部阵营依然占据了绝对的话语权，前十大券商合计分仓佣金总收入为52.15亿元，在所有券商中占比过半。这其中，中信证券、国泰海通、广发证券、长江证券以及华泰证券分仓佣金均超5万亿，占据第一梯队。 中信证券以7.5亿元的总佣金稳居第一，依然断层领先，同比微跌0.89%，存量博弈市场中，行业龙头想要突围增长也是不易；国泰海通与广发证券分别以6.68亿元、6.6亿元分列二、三位，国泰海通作为合并后的巨无霸，分仓佣金收入同比跌幅达到11.34%，而广发证券则在以1.82%的增幅缩小与前者的距离。 前十阵营中，华泰证券、兴业证券分别上升2个席位、3个席位至第五名、六名，分仓佣金收入同比大增19.58%、21.86%，尤其是华泰证券5,46亿元的收入表明研究服务或机构客户覆盖能力的提升，并对“守擂”的第四名长江证券构...

SpaceX ( SPACE ) is assembling one of the largest underwriting syndicates in recent years as it prepares for an upcoming IPO dubbed “Project Apex” that has lined up at least 21 banks, Reuters reported. Morgan Stanley ( MS ), Goldman Sachs ( GS ), JPMorgan Chase ( JPM ), Bank of America ( BAC ) and Citigroup are expected to serve as lead bookrunners, while another 16 banks will participate in supporting roles across geographies and investor segments, the report added, citing people familiar with the matter. Banks in addition to the active bookrunners, include Allen & Co, Barclays ( BCS ), Brazil’s BTG Pactual ( BPAC ), Deutsche Bank ( DB ), the Netherlands’ ING Groep ( ING ), Macquarie ( MQBKY ), Mizuho ( MFG ), Needham & Co, Raymond James ( RJF ), Royal Bank of Canada ( RY ), Societe Generale ( SCGLY ), Banco Santander ( SAN ), Stifel ( SF ), UBS ( UBS ), Wells Fargo ( WFC ), and William Blair. The plan is subject to change, and ​additional banks could ​still be added. The Elon Musk-led company IPO is expected to launch as early as June 2026, with SpaceX targeting a valuation of roughly $1.75T, placing it among the most valuable companies globally upon listing. If the timing and pricing hold, 'Project Apex' would be a flagship U.S. tech IPO in 2026, with high leverage to Starship, Starlink’s cash‑flow ramp‑up, and NASA contracts. Separately, Elon Musk denied excluding Robinhood Markets ( HOOD ) and SoFi Technologies ( SOFI ) from the SpaceX ( SPACE ) IPO. Sven Piper/iStock Editorial via Getty Images More on SpaceX SpaceX IPO: What I Learned From ULA's Heydays SpaceX-xAI Deal: Building America's New Icon SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab Elon Musk denies excluding Robinhood, SoFi from SpaceX IPO Morgan Stanley's E*Trade in talks to lead SpaceX IPO for small investors - report

格隆汇4月1日｜以色列军方表示，已识别出从伊朗向以色列发射的导弹，防御系统正在运作以拦截威胁。

Indigo is one of a handful of airlines that are rerouting and canceling flights to avoid Pakistan's airspace. Nicolas Economo |NurPhoto | Getty Images Shares of InterGlobe Aviation, which runs India's largest airline IndiGo, rose more than 8% Wednesday, a day after it named industry veteran William Walsh ‌as its new chief executive. Walsh, 64, is currently the director general ‌of the International Air Transport Association and will join the Indian airline in early August. Walsh has served as the CEO of British Airways. His appointment comes weeks after Pieter Elbers suddenly stepped down as IndiGo's top boss following scrutiny over the carrier's failure to plan properly for pilot rest and duty rules, which led to thousands of flight cancellations in December. IndiGo commands nearly 65% of India's aviation market share, while Air India is a distant second at about 27%, according to data from the country's aviation regulator. Walsh's experience of "managing large-scale airline operations and navigating complex market dynamics make him ideally suited to strengthen and lead IndiGo for continued growth," said Vikram Singh Mehta, IndiGo's chairman, in an exchange filing on Tuesday. Walsh has also served as CEO of IAG, the parent company of British Airways, Iberia, Vueling, Aer Lingus, LEVEL, IAG Loyalty and IAG Cargo. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Research Alert: Orcl: Headcount Reductions To Help Ease Margin Pressures But Cash Still Needed 富途牛牛

Research Alert: Orcl: Headcount Reductions To Help Ease Margin Pressures But Cash Still Needed news.futunn.com

Grain prices rose in Chicago as lower-than-expected US planting figures compounded the food production worries triggered by the Middle East war. Soybeans extended gains after their acreage reported by the US Department of Agriculture, 84.7 million, disappointed traders. Wheat planting figures, at 43.8 million acres, were also short of analysts’ estimates . Total plantings for wheat, corn and soybeans came in about a million acres less than expected, StoneX Chief Commodities Economist Arlan Suderman wrote in a note. The lower wheat acreage was in line with a global trend, he added. The disappointing report is likely to exacerbate risks to grain output worldwide, which is already under threat from elevated energy and fertilizer prices due to the month-long US-Israeli war against Iran. Rising costs will not only squeeze farmers’ profits but also fuel food inflation and eventually hurt the global economy. “The global shortage of nitrogen fertilizer created when Iran closed the Strait of Hormuz amplifies this trend toward lower global production, although the US is still well supplied,” Suderman said. Soybeans were up 0.2% to $11.7275 a bushel as of 12:50 p.m. in Singapore Wheat rose 0.2% to $6.1725 a bushel Corn climbed 0.2%

格隆汇4月1日｜澳门3月幸运博彩毛收入MOP226.1亿，同比增长15.0%；预估为增长11.0%。澳门1-3月份幸运博彩毛收入MOP658.7亿，同比增长14.3%。

格隆汇4月1日｜马斯克：特斯拉MODEL S和MODEL X的定制订单已经结束。

格隆汇4月1日｜韩国KOSPI指数午后涨幅扩大至8%，现报5456.73点。

以色列国防军4月1日发表声明说，自对伊朗发动大规模军事行动以来，以色列空军已执行超过800架次打击任务，使用了约1.6万枚不同种类的弹药。声明说，以军持续针对伊朗政权展开精准打击。自大规模军事行动开始以来，以军锁定了超过5000个目标，其中“数千个与恐怖分子相关的目标”被摧毁。声明还说，在对伊朗发动打击的同时，以军还开展多战线行动，截至目前在其所有战线上打击了约7000个目标。（新华社）

格隆汇4月1日｜印尼3月CPI同比上涨3.48%（路透调查预期为3.60%）。

以色列對黎巴嫩軍事行動持續，並擴大在南黎巴嫩的緩衝區，以色列防長卡茨稱將參照加沙模式。聯合國安理會就黎巴嫩局勢召開會議。中方代表指，黎巴嫩不能成為另一個加沙，以色列應立即從黎巴嫩全面撤軍。 自上月初黎巴嫩真主黨向以色列北部發射火箭彈以聲援伊朗後，以色列對黎巴嫩持續發動空襲，同時派出地面部隊，對黎巴嫩展開軍事行動。黎巴嫩首都貝魯特南部一棟大樓，周二被以色列戰機炸毀。 貝魯特遭連夜轟炸，空襲持續到周三凌晨，不斷傳出爆炸聲，城內多處升起煙霧。貝魯特有社區遇襲嚴重損毀，緊急救援人員從廢墟中搜尋遇難者遺體。 以色列與黎巴嫩緊張局勢持續升溫。以色列防長卡茨表示，結束和真主黨的戰爭後，以色列將控制黎巴嫩利塔尼河以南距離兩國邊境約30公里的地區，以擴大其在黎巴嫩南部建立的緩衝區。 卡茨稱將「參照加沙模式」，摧毀黎巴嫩邊境地區的所有房屋，並在以色列北部民眾的安全得到保障之前，將禁止在過去幾周內，撤離該地區的60萬黎巴嫩人返回。 聯合國安理會周二就黎巴嫩局勢召開緊急會議。中國常駐聯合國副代表孫磊表示，以方擴張所謂「緩衝區」，戰事進一步長期化、升級化的，危險趨勢令人擔憂。 中國常駐聯合國副代表孫磊稱︰「黎巴嫩不能成為另一個加沙，國際社會絕不能允許加沙的慘劇再次上演。中方呼籲當事方立即停止敵對行動，推動局勢緩和降溫。以色列應立即從黎巴嫩全面撤軍，尊重黎巴嫩的主權、安全和領土完整。」 根據黎巴嫩衞生部資料，自以色列對真主黨發動攻勢以來已造成黎巴嫩逾1,200人死亡，包括逾200名婦孺及52名醫護人員，逾120萬人流離失所。以色列軍方發言人周二表示自戰爭開始以來，以方有10名士兵陣亡。

“公司基本面未发生重大变化，公司近期股票价格上涨幅度较大，存在市场情绪过热、非理性炒作风险。” 4月1日上午，有媒体报道称，拉普拉斯（688726.SH）于近日中标特斯拉光伏项目第二期，订单规模近百亿人民币。早盘，该公司股价在10:50左右瞬间拉升，并快速封涨停。 午间，拉普拉斯紧急澄清称，经核查，截至目前，公司并未取得相关订单，公司不存在应披露未披露重大信息，后续若触及信息披露标准，将严格按照相关法律法规的规定履行信息披露义务。 “公司基本面未发生重大变化，公司近期股票价格上涨幅度较大，存在市场情绪过热、非理性炒作风险，不排除股票价格存在短期快速回落的风险，投资者参与交易可能面临较大风险。”拉普拉斯称。 根据该公司2月26日发布的业绩快报，拉普拉斯2025年实现营业总收入54.59亿元，同比减少4.69%；净利润6.12亿元，同比减少16.07%；扣非净利润4.94亿元，同比减少18.45%；基本每股收益1.51元，较上年同期减少22.96%。 2025年末，拉普拉斯总资产104.89亿元，较期初增加3.75%；归属于母公司的所有者权益40.65亿元，较期初增长15.36%；归属于母公司所有者的每股净资产10.03元，较期初增长15.42%。

据新华社消息，美国因弹药不足计划从欧洲盟友处调用“爱国者”导弹系统以补充军备，但这一请求遭到波兰的明确拒绝。波兰方面强调“爱国者”系统对其国家安全至关重要，无法提供支援。这一事件反映出当前美军在弹药供应上的紧张局势以及盟友间的不同优先事项。

格隆汇4月1日｜据埃安消息，昊铂埃安BU2026年3月销量38268辆，同环比双增长；一季度销量同比增长8.72%。

格隆汇4月1日｜据企查查，近日，赣锋储能（江西）有限公司成立，注册资本2000万元，经营范围包含：能量回收系统研发，资源再生利用技术研发，风力发电技术服务，太阳能发电技术服务等。股权穿透显示，该公司由赣锋锂业旗下江西赣锋锂电科技股份有限公司等共同持股。

The cost of insuring Asian investment-grade debt against default fell the most in 11 months amid signs the Middle-East conflict may be nearing an end. Credit-default swaps on such debt dropped by at least seven basis points, according to traders, putting a Markit index for the securities on track for its biggest one-day decline since May. At the same time, the yield premiums on high-grade Asian bonds narrowed by at least one basis point, the traders said, set for the first drop in four days, according to a Bloomberg index . Risk appetite improved after US President Donald Trump said on Tuesday he foresaw ending the war on Iran within two to three weeks, suggesting the US had largely accomplished its military goals. Wednesday’s rebound in Asian credit markets followed a selloff in March when the escalating Iran war sapped risk sentiment. The Markit CDS index had it biggest monthly increase since August 2023, while the average yield premium on Asian debt widened by the most since April 2025. “There seems to be a desire on all sides to downgrade the conflict,” said Rajeev De Mello , a global macro portfolio manager at Gama Asset Management. “Asia CDS are reflecting this moderation. Unless there is a flaring up of attacks and rhetoric, I see this move as the start of a normalization in CDS markets.”

【有線新聞】央視揭發「澳洲優思益」品牌聲稱產品由外地進口但其實是國產，廣東和杭州市監部門採取行動，對涉事公司展開調查。 涉事葉黃素品牌「澳洲優思益」，在抖音和天貓網店銷量排名第一，分別售出220多萬和400多萬瓶，還請來多名藝人代言，但有消費者在網上揭發質疑品牌造假，指產品聲稱原產地是澳洲，但實際上是國產。 央視記者到訪位於廣州的營運商調查，職員聲稱產品都在外國生產，但不肯提供工廠資料。廣州雅拉源健康產業有限公司：「我們只會說產地，你說的工廠，其實我們不會提供的。」記者向網購平台天貓和抖音智能客服查詢，最終卻未能獲取生產地和生產者信息資料。央視記者之後到澳洲墨爾本，發現所謂的生產地址根本不是工廠，而是一間車房。 負責市場營銷的杭州公司說，「澳洲優思益」的產品其實在廣州生產，為了增加銷量而包裝成澳洲品牌，產品宣傳的「醫生推薦」和「國際獎項」都是由團隊「打造」出來。 杭州索象營銷策劃有限公司盧總：「我們在澳洲找了當地的一些大學教授、醫學博士做了一些『背書』。（這個眼科醫學博士。）就是要找一些這樣的眼科醫生，來給他站台，這些都是要花錢的。（打造『爆款』這個也是必須的吧？）你沒有這個東西，你這個護眼素，你沒有知名度，誰敢吃。這些獎國外的、歐洲的，全球的這些獎，包括日本、韓國，我們都有資源。（這個獎是怎麼弄？）這個交錢，一個獎大概2萬、3萬塊錢。」 優思益的抖音和天貓海外旗艦店目前暫停營業，廣東市場監管部門、海關和公安三部門採取聯合行動，派員到涉事的廣州公司調查和取證，之後會將產品送往抽檢，另外杭州市監部門亦對營銷公司展開調查。

Getty Images By Jennifer Nash Job openings fell more than expected in February, settling at 6.882 million vacancies, according to the latest Job Openings and Labor Turnover Survey (JOLTS). This represents a decrease of 358,000 from the previous month, the largest monthly decline since September 2024. The latest reading was lower than the expected 6.890 million vacancies. From the press release : The number of job openings was little changed at 6.9 million in February, the U.S. Bureau of Labor Statistics reported today. Over the month, hires decreased to 4.8 million, and total separations changed little at 5.0 million. Within separations, quits (3.0 million) were little changed while layoffs and discharges (1.7 million) were unchanged. Background on JOLTS (Job Openings and Labor Turnover) The JOLTS report is a monthly survey released by the BLS that tracks job openings, hiring, and separations (quits, layoffs, and discharges). Unlike the unemployment rate, which measures labor supply, JOLTS data helps gauge labor demand. An increase in job openings is generally a positive sign, indicating ample job opportunities. The chart below displays the monthly data for the four components of the JOLTS series. Due to their volatility, six-month moving averages are included to highlight trends. The moving average for job openings remained above hires for over five years starting in 2015. It briefly dipped below hires in May and June 2020 but rebounded above in July 2020. From mid-2022 to September 2024, job openings, hires, and quits all declined, with job openings showing the steepest drop. However, since September 2024, hires and quits have stabilized. Meanwhile, job openings have continued their downward trend, while layoffs/discharges have gradually risen since mid-2022. Jobs Report vs. JOLTS JOLTS data lags the BLS employment report by one month. As a reminder, 92,000 jobs were lost in February, and the unemployment rate was at 4.4%. For comparison, here is the monthly BLS E...