格隆汇4月7日｜三星电子周二预计，其第一季度营业利润将比去年同期增长八倍以上，超出机构预期。人工智能基础设施的蓬勃发展导致供应瓶颈，并推高了芯片价格。这家全球最大的存储芯片制造商预计，1月至3月期间的营业利润为57.2万亿韩元（约合379.2亿美元），而去年同期为6.69万亿韩元，高于机构给出的40.6万亿韩元预期。

Source: Bloomberg, 5:15

WTI原油突破113美元/桶关口，报113.05美元/桶。 沙特表示，在东部地区拦截七枚导弹，碎片散落在能源设施周围。

格隆汇4月7日｜国际要闻： 1、本周大事提醒：中美通胀数据将发布，美联储将发布3月会议纪要 2、美股三大指数集体收涨，纳指和标普500指数录得四连涨，希捷科技涨超5% 3、美国3月非农数据远超预期创逾一年高位 4、美国3月失业率小幅回落至4.3% 5、一季度涨价1倍后消息称三星电子将第二季度DRAM价格再提高30% 6、印度自2019年以来首次购买伊朗石油 7、霍尔木兹海峡航运受阻全球航运成本急剧飙升目前运费已涨了11倍到12倍 8、大摩：中东近期局势已对伊朗钢铁及铁矿石产业链造成实质性影响 9、美伊停火斡旋陷僵局伊朗不愿会面卡塔尔拒绝充当调解方 10、特朗普再次威胁：“4月7日将是伊朗的发电厂日和大桥日”，“打开那个该死的海峡”！ 11、消息称美伊调解方为争取45天停火做最后努力 12、消息人士称美伊收到有关立即停火的计划 13、伊朗称美国15点计划“野心极大且不合逻辑” 14、霍尔木兹海峡船只通行数量升至3月初以来最高水平 15、伊媒：伊朗已向巴基斯坦传达对美国提案的答复，包括十项条款 16、特朗普：伊朗的提议是重要一步但还不够，周二是最后期限 17、特朗普称该由美国收霍尔木兹海峡“通行费” 18、特朗普称一夜就能拿下伊朗 19、特朗普称4小时内可摧毁伊朗桥梁和发电厂 大中华区要闻： 1、央行：4月7日开展8000亿元买断式逆回购操作期限为3个月 2、商务部等6部门：发展“人工智能+电商”引导电商企业加强人工智能大模型等技术研发应用 3、市场监管总局召开外卖平台企业行政指导会 4、香港财政司司长陈茂波：目前轮候来港上市申请个案已超过500宗 5、香港一季度新房成交量创13年新高有“大手客”一次性买9套房 6、储能电芯供不应求：订单排期至明年，企业加速扩产应对需求爆发 7、中东战争令欧洲热泵供暖需求激增 8、合成纤维价格暴涨中东战火已烧到纺织业 9、清明假期 全国重点零售和餐饮企业日均销售额同比增长2.4% 10、我国钠离子电池取得重大突破 11、胜宏科技：未来AIPCB是整个PCB行业最具确定性的增长细分方向 12、今日A股恒道科技、埃泰克申购 13、公告精选︱东岳硅材：预计第一季度净利润同比增长397.02%～451.34%；德科立：目前OCS产品仍处于样品阶段，OCS产品整体投入大且尚处早期阶段

Good morning, it’s Angus in Sydney. Firmus Technologies has been valued at $5.5 billion in its latest fundraising round, providing a floor for one of Australia’s most keenly anticipated potential IPOs. The Australian government is intensifying efforts to ease fuel supply concerns as President Trump escalates threats against Iran. And the Artemis II astronauts have made history — and taken some fabulous photographs. — Angus Whitley, Global Business reporter What’s happening now Firmus Technologies , the data center builder expected to list in Sydney this year, raised $505 million in an investment round led by Coatue Management LLC, part of a global push to finance artificial intelligence infrastructure. The deal values the startup at $5.5 billion, Firmus said . Nvidia, the top maker of AI accelerator chips, participated in the round. Westpac Chief Executive Officer Anthony Miller warned the conflict in the Middle East has raised the risk of a recession in Australia, saying that it was unclear how long supply chain disruptions from the Iran war could take to work their way through the economy. Miller said in an interview with the Australian Broadcasting Corporation that “circumstances have changed so much that a recession is a chance.” Australia’s government said it has received guarantees from major fuel exporting nations in Asia that supplies will proceed as normal despite the disruptions caused by the war in Iran. Assistant Foreign Affairs and Trade Minister Matt Thistlethwaite told Sky News he had received pledges from Japan, South Korea and Singapore that shipments would continue. Australia is turning to the US and Mexico for fuel supplies to offset disruptions from its traditional Asian partners, Energy Minister Chris Bowen said, as the nation works to ease shortages sparked by the war in Iran. What happened overnight Oil climbed and stocks whipsawed after President Donald Trump signaled that an escalation of strikes on Iran could come as soon as Tuesday, oversh...

In trading on Monday, shares of Intercontinental Exchange Inc (Symbol: ICE) crossed above their 200 day moving average of $166.78, changing hands as high as $166.86 per share. Intercontinental Exchange Inc shares are currently trading up about 2.4% on the day. The chart below

In trading on Monday, shares of Genworth Financial, Inc. (Symbol: GNW) crossed above their 200 day moving average of $8.44, changing hands as high as $8.47 per share. Genworth Financial, Inc. shares are currently trading up about 0.7% on the day. The chart below shows the one

当地时间4月6日，美国总统特朗普就对伊朗战事举行新闻发布会。特朗普表示，伊朗整个国家甚至可能在一夜之间被彻底击溃，而那一夜，或许就是4月7日晚。 围绕营救美军飞行员的行动，特朗普称，共有21架军用飞机参与了营救被击落战机飞行员的行动。 当地时间4月6日，在白宫举行的新闻发布会上，美国总统特朗普表示，对伊朗的战事是否即将升级或接近结束，取决于伊朗对他设定的“最后期限”美国东部时间7日20时的回应。 特朗普在发布会上说，美方正在同伊朗方面展开对话，副总统万斯和总统特使威特科夫参与其中。 特朗普表示，伊朗方面确实有一位“积极且有意愿的参与者”，他们“希望能达成一项协议”，不过他目前不便透露更多细节。 特朗普称，必须在4月7日的最后期限前达成一份他能接受的协议，否则要摧毁伊朗的桥梁和发电厂。他称，“已经制定了一套方案”，一旦启动，“伊朗境内的每一座桥梁都将被彻底摧毁，伊朗境内的每一座发电厂都将彻底瘫痪”。他还称，如果美国愿意，“整个摧毁过程只需短短四个小时”。不过他声称“并不希望发生这种事”。此外，特朗普还声称，美方同伊朗方面的谈判“进展很顺利”。 在被媒体问及美军炸毁伊朗民用基础设施、切断电力供应是否在惩罚伊朗人民时，特朗普声称：“他们是心甘情愿的……他们甘愿承受这份苦难。”当天早些时候，他同样妄称，伊朗人民“想听到炸弹的声音”。 针对霍尔木兹海峡，特朗普称，重开该海峡是重中之重。他还表示，途经霍尔木兹海峡的船只通行费应由美国而非伊朗来收取。 本文来源：央视新闻，原文标题《特朗普：伊朗可在一夜内被击溃 或许就是7日晚上》、《特朗普再发威胁：7日20时是“最后期限”》。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Shares of satellite communications provider Globalstar (NASDAQ:GSAT) fell 6.8% in the afternoon session after the stock pulled back following a significant rally driven by reports of a potential acquisition by Amazon.

In trading on Monday, shares of Axos Financial Inc (Symbol: AX) crossed above their 200 day moving average of $86.23, changing hands as high as $86.70 per share. Axos Financial Inc shares are currently trading up about 1.5% on the day. The chart below shows the one year perfor

In trading on Monday, shares of Redwire Corp (Symbol: RDW) crossed above their 200 day moving average of $9.96, changing hands as high as $10.06 per share. Redwire Corp shares are currently trading up about 2.5% on the day. The chart below shows the one year performance of RDW

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

US Secretly Repositions Bulk Of Stealth Cruise Missiles For Iran War President Trump has set a Tuesday evening deadline for Iran to reopen the Strait of Hormuz, with Tehran facing severe consequences if it refuses. Trump’s messaging suggests the next phase of the conflict could shift toward strikes on power plants, bridges, and other critical infrastructure nationwide. New reporting from Bloomberg suggests that the Department of War shifted a large share of its JASSM-ERs, formerly the AGM-158B Joint Air-to-Surface Standoff Missile-Extended Range, a long-range, conventional, air-launched stealth cruise missile fired from bomber aircraft and fighter jets, from Pacific theater stockpiles and U.S. warehouses to bases supporting the Gulf theater. Sources told the outlet that the JASSM-ERs shifted out of U.S. warehouses in late March were being delivered to Central Command bases or to Fairford in the UK. Neither the report nor its sources disclosed all the CENTCOM bases to which the stealth cruise missiles were being sent. In recent days, large waves of U.S. transport planes have been observed flying from the U.S. into Europe, suggesting the DoW may already be laying the groundwork for resupplying munitions to the Gulf theater. Bloomberg noted, "After the moves, only about 425 JASSM-ERs out of a prewar inventory of 2,300 will remain available for the rest of the globe. That would be roughly enough for 17 B-1B bombers on a single mission. Another 75 or so are 'unserviceable' because of damage or technical faults." The Air Force has described the JASSM-ER as having a range of more than 500 nautical miles, compared to about 200 nautical miles for the earlier JASSM. The JASSM-ER allows U.S. forces to strike Iranian targets from farther away and with lower risk to aircrews - and comes after multiple U.S. military aircraft have been shot down, resulting in daring rescues of the crewmen. The Air Force noted the JASSM-ER is already integrated into the B-1, B-2, B-52H, F-15E, and ...

Samsung Electronics Co. earned a stronger-than-expected eight-fold leap in quarterly profit, underscoring robust demand for memory chips used for artificial intelligence and data centers even amid uncertainties triggered by war in the Middle East. The chips-to-smartphones conglomerate reported preliminary operating profit of 57.2 trillion won ($37.9 billion) in the March quarter — a record — versus analysts’ average projection for 39.3 trillion won. Revenue climbed to 133 trillion won, against the average estimate of 116.8 trillion won. The company will release a full financial statement, including net income and divisional breakdowns, later this month. Samsung’s shares, which gained more than 120% last year, have shed about 12% from their peak in February, hurt by fears that the conflict in Iran may spiral into higher prices and interest rates and hurt the durability of booming spending on AI hardware. Customers led by cloud service providers are ramping up Samsung’s orders, lifting both volumes and margins. The average selling price of global DRAM surged 64% in the first quarter from the previous quarter, Citigroup analysts Peter Lee and Jayden Oh wrote in an April 2 report. Samsung dominates global memory supply along with SK Hynix Inc. and Micron Technology Inc. The trio has increasingly shifted production in recent years toward high-bandwidth memory used in Nvidia Corp. ’s AI accelerators, tightening supply of conventional memory. Samsung’s first-quarter operating profit dwarfs its performance in other quarters and compares with the 43.6 trillion won the company generated in all of 2025. South Korea’s semiconductor exports — a bellwether of global technology demand — soared 151.4% in March to a record $32.8 billion, government data show. Analysts remain upbeat on South Korea’s biggest company, largely dismissing concerns about AI optimization by offerings such as Google’s TurboQuant or Anthropic’s Claude Mythos . Citigroup forecasts annual operating profit of 3...

國家「十五五」規劃，目標將人工智能與實體經濟深化融合。聯想集團表示，正透過自身研發及支持創投企業，推動人工智能產業發展。 內地「十五五」規劃深化拓展「人工智能+」，推動重點行業領域人工智能商業化、規模化應用。 現今人工智能大模型已經五花八門，但聯想集團認為，要做到人工智能應用更普及，有必要針對各行業「度身訂造」，著重經濟效益提升。 聯想集團執行副總裁黃建恒說：「當我們認識了生成式人工智能的時候，我們其實發覺就是說第一，沒有一個模型可以做所有東西，每個模型都有它特定的性能，而在它特定的場景裡，他可能會做得有不同的表現。混合式人工智能其中一個精髓，就是說我們怎樣就著個人或者企業的需求，在不同情況之下，用一個最適合他的模型、最適合他的數據，而將結果做到最好，這就是比較簡單的。」 聯想集團現時在全球有逾20個研發中心，透過自身在跨行業解決方案的應用經驗，開發人工智能應用。除了自身研發，亦透過創投部門投資初創企業，涉及300間企業，覆蓋人工智能、機械人、人工智能軟件、醫療和晶片等。其中逾20間在香港投入資金已超過10億元，已經在香港上市的壁仞科技和雲迹科技，聯想都是前期投資者之一。 黃建恒表示：「他們有最前沿的科技，他們不缺錢，其實他們最缺的就是場景和經營客戶的能力。因為很多創投公司尤其是出海，外國的客戶未必知道你是誰。我們可以和客戶做認證、驗證，亦可以做落地的擔保。第一方面我們可以用到這些有能力的人工智能公司，另一方面，也可以通過聯想的平台，帶給我們全球的客戶。」 集團正計劃在本港成立創新中心為初創鋪橋搭路，下一步「出海」到東南亞及中東市場。

國家「十五五」規劃，目標將人工智能與實體經濟深化融合。聯想集團表示，正透過自身研發及支持創投企業，推動人工智能產業發展。 內地「十五五」規劃深化拓展「人工智能+」，推動重點行業領域人工智能商業化、規模化應用。 現今人工智能大模型已經五花八門，但聯想集團認為，要做到人工智能應用更普及，有必要針對各行業「度身訂造」，著重經濟效益提升。 聯想集團執行副總裁黃建恒說：「當我們認識了生成式人工智能的時候，我們其實發覺就是說第一，沒有一個模型可以做所有東西，每個模型都有它特定的性能，而在它特定的場景裡，他可能會做得有不同的表現。混合式人工智能其中一個精髓，就是說我們怎樣就著個人或者企業的需求，在不同情況之下，用一個最適合他的模型、最適合他的數據，而將結果做到最好，這就是比較簡單的。」 聯想集團現時在全球有逾20個研發中心，透過自身在跨行業解決方案的應用經驗，開發人工智能應用。除了自身研發，亦透過創投部門投資初創企業，涉及300間企業，覆蓋人工智能、機械人、人工智能軟件、醫療和晶片等。其中逾20間在香港投入資金已超過10億元，已經在香港上市的壁仞科技和雲迹科技，聯想都是前期投資者之一。 黃建恒表示：「他們有最前沿的科技，他們不缺錢，其實他們最缺的就是場景和經營客戶的能力。因為很多創投公司尤其是出海，外國的客戶未必知道你是誰。我們可以和客戶做認證、驗證，亦可以做落地的擔保。第一方面我們可以用到這些有能力的人工智能公司，另一方面，也可以通過聯想的平台，帶給我們全球的客戶。」 集團正計劃在本港成立創新中心為初創鋪橋搭路，下一步「出海」到東南亞及中東市場。

In trading on Monday, shares of Fuller Company (Symbol: FUL) crossed below their 200 day moving average of $59.91, changing hands as low as $58.00 per share. Fuller Company shares are currently trading down about 3.6% on the day. The chart below shows the one year performance

In trading on Monday, shares of the FFLC ETF (Symbol: FFLC) crossed above their 200 day moving average of $52.06, changing hands as high as $52.12 per share. FFLC shares are currently trading up about 0.4% on the day. The chart below shows the one year performance of FFLC shar

博通宣布與谷歌簽定協議，將共同開發及供應未來幾代的客製化TPU張量處理器，並會向谷歌的AI人工智能基建提供網絡元件，直至2031年止。 雙方又宣布，會擴大與人工智能大模型開發商Anthropic的合作。自2027年起，Anthropic將可透過博通獲得3.5吉瓦的新一代TPU人工智能算力。 TPU是專為機器學習及深度學習訓練與推論的晶片，相對於輝達的GPU，是較通用及全面性功能的晶片。

In trading on Monday, shares of the FLQS ETF (Symbol: FLQS) crossed above their 200 day moving average of $43.27, changing hands as high as $43.30 per share. FLQS shares are currently trading up about 0.3% on the day. The chart below shows the one year performance of FLQS shar

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive.

A monster price target raise for a rival brought the right kind of attention to the storage company's shares.

Key PointsThe build-out of AI capabilities is driving increased demand for data storage.

Vaping is the bane of health and tobacco control authorities alike. The long-term health effects are still unfolding, and users of tobacco alternatives are more likely to eventually become addicted to tobacco smoking, whose harmful effects are well-established. Any development that reinforces those two messages, especially among young people, is an important contribution to community health. A case in point is a government reminder that from April 30, anyone found carrying more than five vape...