WTI原油期货日内转跌。据央视新闻，当地时间4月5日，据四位了解谈判情况的消息人士透露，美国、伊朗和一组地区调解人正在讨论一项可能为期45天的停火协议，该协议有望永久结束这场战事。 消息人士称，未来48小时内达成部分协议的可能性微乎其微。但这项最后的努力是阻止战事急剧升级的唯一机会，否则伊朗民用基础设施将遭受大规模袭击，且海湾国家的能源和水利设施会遭受报复。白宫方面目前对此拒绝置评。

The Chinese University of Hong Kong (CUHK) has launched an academy to nurture the next generation of female medical scientists, aiming to bridge a sex gap in which women make up just one-third of researchers globally. The Women in Science and Medicine Academy (Wise) aims to attract 100 early-career female researchers from the city and overseas in five years, supporting them with mentorship, leadership training and global exposure. Professor Siew Ng, an associate dean of CUHK’s medical school and...

Rents in Hong Kong’s luxury housing market are rising as supply tightens, with returning overseas professionals heating up the competition to secure prime homes. The rebound is most evident in traditional upscale districts such as The Peak and Southside, where leasing activity has picked up sharply this year. Transactions reached 108 in the first quarter, with more than 40 per cent involving monthly rents above HK$100,000 (US$12,760), according to Midland Realty. At the centre of the surge is...

Margaret Sullivan on the the billionaire father and son buying up the US media Speaking at a press conference last month, the US secretary of defence, Pete Hegseth, criticised CNN’s ‘fake news’ coverage of the US-Israel war on Iran. ‘The sooner David Ellison takes over that network, the better,’ he told the room of journalists. Continue reading...

生活中的甜味除了糖果外，還有會讓人透心涼的雪糕和冰凍飲品。 82歲的歐陽伯伯，每逢星期天也會駕駛這輛售賣雪糕及凍飲的電單車，前往黃大仙的雜貨店取貨。 雪糕小販歐陽柏勳稱：「為何要取這麼多？你有多些款式，客人才能選擇，他喜歡喝那些。如果你只是取一、兩類貨品，他們便沒有機會選擇，就沒有生意。若售罄當然好，如果未能售罄，回來又需收拾，花很多工夫，相當頭痛。」 歐陽柏勳表示：「正在劈開(乾冰)，數十元一斤，希望四個角落也能有(乾冰)，也確保雪糕不會溶掉。花很多工夫，這些放在上面，快將完成。」 只是執拾貨品都要個多小時，歐陽伯伯終於可以出發。 歐陽柏勳說：「太空館外有棵大樹，就在大樹下，現在在那裡賣，依賴那裡的遊客。不然沒有生意可做，這個地方沒有生意。大部分人只是喝水，售賣水是很辛苦。慢慢執拾，既重又需要卸貨，提早一天要卸下貨物。」 烈日當空，人人也想有冰凍食物可以消暑，每當歐陽伯伯看見遊人享受雪糕及凍飲的笑臉，他便感到自己與這輛「老爺車」原來還很有用。 歐陽柏勳稱：「這輛車1972年已在，(我)現時82歲，做了50多年。這裡的生意，客源不是小朋友，是成年人，人人也喝汽水。開心就好，小孩子可以吃更好，吃得開心大家也開心。」

After a brief hiatus, the market's bigger-picture pullback appears to be back underway, once again led by the names that were once its most popular picks. As veteran investors will still attest, however, this weakness is ultimately a buying opportunity. With that as the backdrop, here's a closer look at three deeply discounted growth stocks that long-term investors should consider buying on this short-term dip. In no particular order... Continue reading

✎写在前面 最近有一个非常有意思的新闻：某大厂开始把员工的绩效直接和AI工具的Token消耗量挂钩。 这意味着，如果你在工作中没“烧”够算力，可能会影响你的转正、加薪甚至是晋升。 原文描述是这样的：一家BAT公司，毫无征兆冷不丁放一个大招：老板通知所有研发员工，3月份的AI Token消耗量榜单出炉了（是的，之前从来没说要考核这个项目），然后紧接着老板追加了指示，未来员工的转正、年度绩效、晋升、淘汰……都要参考Token的消耗数据。 这位Token消耗量排名第一的员工反而很苦恼，他被大老板一顿夸，还让他做直播分享自己怎么使用AI的。 但这位「优秀」员工之所以Token消耗量如此之大，是因为他一直用AI来给自动回复问题、抢会议室、生产本该由他自己生产的技术文档。Token消耗越多，越说明他的摸鱼技巧高超。 这个故事的真实性存疑，但闻下来，互联网味儿还挺浓郁的。 不仅是在中国，在美国也是如此，如今在硅谷也有一个充满讽刺性的新词：Tokenmaxxing（直译为Token最大化）。有人为了在内部排行榜上刷到高位，单周消耗了2100亿个Token，这相当于33个维基百科的文本总量。还有工程师每月的AI账单高达15万美元，甚至比他本人的工资还要高 。 这事情赖谁呢？这锅可能得甩给黄仁勋。他在一次分享中，抛出了一个让人惊掉下巴的提议： 工程师年薪几十万美元，我会在基础薪资之上再给他们相当于一半年薪的token，让他们能力放大10倍。当然我愿意这么做 。 但这事情吧，黄皮衣大佬说的是发工资。但这事传导到咱这里就变味了，额外给的Token，变成了必须完成的绩效。 决策靠拍脑袋，效率高、但逻辑混乱 我在外企待了十几年，从500强人力资源外企，到顶尖咨询公司，再到金融银行业，坦率说，效率比不了民企。 那时候，如果我们要进行一个重大的绩效考核调整，那论证流程，是非常复杂的。 1. 外企的“慢”功夫：逻辑验证 一个正常的组织变革，首先要定战略方向。管理层开会拍板后，并不是直接发公文，而是交给HR和财务部（Finance）去出具体的配套政策。 光有HR没用 ：人是激励的动物。只有制度没有激励，基层员工根本没动力改变。 试点先行 ：先找一两个不那么敏感的业务部门，或者创新事业部去试点几个月。 打补丁 ：看看员工反馈。如果效果不好，赶紧开会修补，看看是哪个环节导致了政策落不了地。 Town Ha...

格隆汇4月6日｜商务部等6部门发布关于更好服务实体经济推进电子商务高质量发展的指导意见。其中提到，加强创新引领，助力实现更高水平供需动态平衡。加快技术创新应用。支持头部电商企业加大研发投入，加强重点领域核心技术攻关，构建“产研协同、学用转化”创新生态。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，优化消费体验、降低运营成本、提升流通效能。鼓励电商企业科技向善，统筹各方利益优化算法规则。加强电商领域技术成果司法保护，探索建立证据披露、证据妨碍排除等规则，适当减轻权利人举证负担。开展电商科技创新应用案例遴选，深化数字技术应用。

Apple (AAPL) closes above ___ on April 6? Trading Odds & Predictions Polymarket

格隆汇4月6日｜据伊朗媒体，德黑兰的谢里夫理工大学遭到美以军队袭击。

Source: Bloomberg, 5:40

One big misconception about Medicare is that once you're enrolled, it will cover all of your health-related needs. In reality, there are a number of important services Medicare will not pay for, including dental cleanings, eye exams, and hearing aids. Another big need Medicare won't pay for is long-term care. So, that's something you'll have to plan for on your own. And it's important that you do that planning ahead of time, given the costs involved. Image source: Getty Images. Continue reading

Torsten Asmus/iStock via Getty Images Devon Energy ( DVN ) is going to be a major beneficiary, like so many other oil and gas companies, from surging petroleum prices following America's and Israel's attacks on Iranian military installations, starting at the end of February. Although petroleum prices recently dropped on hopes of a peace agreement, U.S. President Trump recently threatened an escalating pace of military strikes on Iran again. As the risk of a prolonged military campaign in the Middle East is looming larger, I see U.S.-focused independent exploration and production companies like Devon Energy as strong investment choices for investors. More importantly, Devon Energy just a short while ago announced a transformative merger with Coterra Energy, which will allow the energy enterprise to grow its production footprint, diversify more into natural gas, and potentially capture significant merger synergies. Data by YCharts Previous Rating I rated independent oil and gas company Devon Energy a strong buy in June 2025 -- A Capital Return Play -- following the U.S.'s strike on Iran's nuclear facilities, mainly because of a strong price reaction at the time in petroleum markets. Most importantly, the recent escalation between the U.S. and Iran, which spread the conflict to other Gulf countries and led Iran to block the vitally important Strait of Hormuz, creates significant earnings upside for Devon Energy. I believe shares of Devon Energy are too cheap and have long-term upside revaluation potential, whether or not the U.S. will end its war with Iran in the short term. Iran War Backdrop Creates Earnings Upside for Devon Energy Devon Energy is headed for a strong first-quarter earnings report given that petroleum prices have surged to more than $100 per barrel following America's and Israel's combined attack on Iran. The increase in petroleum prices since February 28, 2026, is set to create a major profit windfall for integrated as well as independent exploration ...

hapabapa/iStock Editorial via Getty Images Introduction During my search for durable compounders for my retirement sleeve, I came across United Rentals ( URI ). Although earnings growth was a bit choppy between 2023 and 2025, forward estimates show renewed growth, while revenues have been growing steadily at 10-12% CAGR over the last decade. However, the market has been spooked by several earnings misses and a slowdown in revenue growth. At current multiples, with investors questioning earnings durability, this slowdown may already be priced in. Revenue Gears Turning Revenue growth for the last full-year report was solid as usual. Total sales for the year reached around $17 billion, good for an increase of 6% excluding used equipment. In Q4 specifically, rental revenue increased by 4.6% year-over-year to $3.58 billion, with most of the growth coming from larger projects and specialty sectors like power, infrastructure, healthcare, and data centers. This is not eye-popping growth by any means and is, in fact, lower than the historical average. This begs the question of how management proposes to reignite growth, and fortunately, there are several initiatives underway for this. First of all, around 40 new specialty locations are planned for 2026, and these ‘Cold-Starts’ will focus on the high-growth verticals mentioned in the previous paragraph. The key here is generating ancillary revenue growth while reigning in Capex. Secondly, the pipeline is already looking pretty, according to management; in fact, it’s “as big as ever.” Although the projected revenue from these projects isn’t stellar, it does indicate continued demand. Fleet productivity was up 2.2% for the year, and guidance points to further improvement in 2026. Thirdly, the company has room to make acquisitions and bought Alfasi Hire in Australia, which helps expand its geographic footprint. At around 1.9x leverage and free cash flow of $2.18 billion in 2025, there are further opportunities to acquire small-c...

伊朗方面称，在20分钟内，伊朗向以色列领土发射了三轮导弹。以色列方面称，伊朗在三轮导弹袭击中，发射了至少10枚携带集束弹头的导弹。 (央视新闻)

格隆汇4月6日｜据伊朗国家电视台5日消息，伊朗军方发言人表示，陷入困境的美国总统特朗普和遭遇失败的美军目前面对的尴尬局面，无法通过言辞、媒体战和心理战来补救。伊朗军方发言人称，伊斯兰武装部队通过运用电子战、现代防空系统，实施地面综合防御计划，击落了包括两架“黑鹰”直升机在内的多架敌机。在被伊朗军队包围后，美军“为避免让特朗普丢面子，被迫对遭(伊朗)击落的飞机，以及装备、指挥官和士兵进行了猛烈轰炸”。

Satellite view of the Strait of Hormuz, a critical chokepoint for global energy supply, connecting the Persian Gulf to the Gulf of Oman. Gallo Images | Getty Images Oil prices rose on Sunday with U.S. crude topping $114 per barrel, after President Donald Trump gave Iran until Tuesday to open the Strait of Hormuz or face attacks on its power plants. U.S. crude oil futures for May pared earlier gains to rise 0.5% at $112.08 per barrel at 9:28 p.m. ET. International benchmark Brent prices for June delivery also scaled back to 1.3%, trading at $110.47 per barrel. Trump warned Sunday in an expletive-filled social media post that Iran would be "living in Hell" if they do not open the Strait. The president threatened to bomb the country's power plants and bridges. Trump subsequently posted "Tuesday, 8:00 P.M. Eastern Time!" without further explanation. Stock Chart Icon Stock chart icon Iran has effectively kept the Strait closed through attacks on oil tankers. The sea route connects the Persian Gulf to world markets. About 20% of global supplies passed through the Strait before the war. The closure of the Strait has triggered the largest oil supply disruption in history. Crude, jet fuel, diesel and gasoline prices have surged since the war started. Trump said in a national address last Wednesday that the war would continue for two or three weeks. Nearly 1 billion barrels will be lost by the end of the month, comprising up to 600 million barrels of crude oil and roughly 350 million barrels of refined products, according to TD Securities. "With the conflict now expected to last at least into deep April, the barrel math becomes increasingly grim," said Ryan McKay, senior commodity strategist at TD Securities, in a Thursday note to clients. Rapidan Energy sees a total net loss of 630 million barrels of oil and products by the end of June, when accounting for redirected flows through pipelines, emergency stockpile releases and inventory drawdowns. The eight members of OPEC+ on ...

因中东冲突，特朗普政府已要求卫星图像提供商自愿暂停提供指定关注区域的图像，此举促使Planet Labs PBC对中东地区的数据采取了限制措施。 这家总部位于旧金山的商业卫星图像提供商周日表示，这些措施追溯至3月9日起适用，预计将持续至冲突结束。 “当前情况极为特殊，我们正尽一切努力平衡所有利益相关方的需求，”该公司在声明中称，“我们将继续关注局势，并在可能情况下作出调整，以尽量减少对客户获取数据的影响。” 美国国防部在通过电子邮件发布的声明中表示，不对情报相关事务置评。 Planet公司在声明中说，美国政府“已要求所有卫星图像提供商自愿无限期暂停提供指定关注区域的图像”。 责任编辑：何云

Palantir Technologies(PLTR) is one of the darlings of the stock market these days, with a one-year return of more than 90%. As the world reels from conflict on multiple fronts, Palantir is perhaps the most sought-after and researched stock in the world. But a new BBC interview is landing just as ...

华泰证券研报表示，中东地缘冲突持续，霍尔木兹海峡航线受阻、区域消费信心短期承压，对我国家电出口带来一定扰动。若海峡持续封锁，此类高强度扰动带来的短期冲击主要体现在海湾国家终端消费信心走弱、经销商库存趋于保守、进入海湾港口航次减少、保险和运价上升，从而压制家电订单节奏；但从中长期看，海湾国家人口增长、地产与基建扩张、高温气候强化空调刚需，以及中国品牌持续替代日韩品牌的逻辑并未改变。华泰证券看好中国头部家电企业继续提升中东市场份额。

假装成功，直到真正成功（Fake it till you make it）——这句成功学金句，对于一个高速扩张的行业来说，是危险的。 AI短剧，是眼下最不缺成功故事的赛道之一。相比真人短剧动辄百万的成本，AI短剧凭借“几个人、几千元、一台电脑”的极低门槛，编织出技术降维、全民爆款的诱人想象。资本涌入，从业者密集入场，平台加码投流，每隔一段时间，行业就会传出一个爆款神话。 但神话往往经不起拆解。 典型案例是《霍去病》。这部被报道为"3人、48小时、3000元成本换5亿播放"的短剧，被大量从业者公开质疑数据注水，后来主创才出面回应：3000元仅是算力支出，团队实则接近20人，48小时只是连续工时，播放量统计口径亦存疑。 但在被打假之前，这个故事在行业内广泛流传，原因并不复杂：行业太需要一个可以讲给投资人、讲给自己听的成功样本。从业者需要它来吸引投资，AI短剧的工具方需要它来证明技术价值，播出平台需要它来维持生态热度。大家在这个故事里各取所需，神话被共同编织、集体相信，哪怕明眼人一看便知是水分。 行业数据给出了更冷峻的信号。据DataEye-ADX行业版数据，2025年上线6万部漫剧，96部播放量破亿，破亿率0.16%。截至2026年2月末，在播AI剧达12.78万部（含2024年持续在播剧目），规模翻倍，但新剧中破亿的仅30部，加上老剧也不超过150部，破亿率进一步下滑至0.117%。一位从业者这样描述现状：低端的AI短剧靠压榨人力疯狂抽卡，想做高端点就被迫军备竞赛，但最终爆款查无此剧，钱也看不到几个。 对于内容行业来说，爆款始终是金字塔尖的稀缺符号。技术降低了制作门槛，却没有降低成功门槛。当效率的提升只是放大了平庸内容的产能，整个行业便在这条流水线上陷入了更深的焦虑与内卷。 当“一人一天一部剧”，撞上0.1%的爆款率 AI短剧的产能正在爆炸。 杨波是这轮扩张的一个缩影。做新闻视频出身的他，从接淘宝、闲鱼上的AI视频小订单开始入行，不到一年拿到百万风险投资，年前与朋友在石家庄创办了漫剧公司——中合锦途。截至3月底，公司规模接近百人，仍在持续招聘，人手始终不够用。 公司的订单主要有三类。大头是面向海外市场的量产剧，他们与TikTok签了年框，3000分钟打底，25人的团队一个月能完成；第二类是对品质要求更高的A、B级漫剧或AI真人短剧，需要逐帧校验画面细节，基本靠手搓。还...

巴基斯坦将归还阿拉伯联合酋长国此前以官方存款形式提供的资金，此举将加大这个南亚国家的外汇储备压力。 巴基斯坦外交部周六在X上发布声明称，这些存款“是依据双边商业协议提供的，体现了阿联酋对巴基斯坦经济稳定与繁荣的坚定支持”。声明称，这些存款现已到期，将通过巴基斯坦国家银行归还。 此前，巴基斯坦国家银行（即该国央行）行长Jameel Ahmad曾重申，双边伙伴已向巴方保证，将继续对该国债务进行续作。尚不清楚什么导致巴方归还阿联酋存款。巴基斯坦英文报纸The Express Tribune援引一名未具名内阁官员的话报道，这笔债务总额为35亿美元。 归还这笔资金将加剧巴基斯坦的美元储备压力。截至3月27日，该国外汇储备为164亿美元。四月，该国还有13亿美元债券需偿付。上周，为帮助财政应对中东战争导致的油价飙升，巴基斯坦当局取消了全面燃油补贴，并近一个月来首次上调了柴油和汽油价格。 伦敦大学亚非学院巴基斯坦研究中心成员Burzine Waghmar表示：“这无疑将使巴基斯坦处境变得岌岌可危。能源紧张和霍尔木兹海峡封锁已经带来严峻后果。” 巴基斯坦承担着来自友好国家的约120亿美元的债务，主要来自沙特阿拉伯和阿联酋等国家。这些国家往往会在贷款到期时按年续作。2019年，沙特和阿联酋向巴基斯坦提供了总计40亿美元的资金，帮助巴基斯坦避免了一场国际收支危机。 责任编辑：何云

【有線新聞】沙田一間食肆有老婦疑進食時鯁喉暈倒，送院後死亡。 據報中午約12時，一名77歲老婦在沙田新城市廣場一間台式火鍋餐廳，進食時疑鯁喉暈倒，事主由救護車送往沙田威爾斯親王醫院，搶救後不治，死因有待驗屍後確定。

Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly move away from Intel Corp. and Advanced Micro Devices Inc.’s legacy x86 central processing units (CPUs) toward proprietary Arm Holdings plc Arm-based designs to optimize cost, efficiency, and control. Hyperscalers Drive Shift From x86 to Arm Major cloud players such as Alphabet Inc. Google, Amazon.com Inc. Amazon Web Services, Microsoft Corp., and Meta Platforms

格隆汇4月6日｜据法尔斯通讯社等多家伊朗媒体6日消息，一枚炮弹击中了位于伊拉克埃尔比勒的美国领事馆。

President shifts deadline again for attacking power plants and bridges in expletive-ridden social media post Middle East crisis – live updates Donald Trump issued an expletive-laden warning on Sunday that Tehran had until Tuesday night to reopen the strait of Hormuz or the US would obliterate Iran ’s power plants and bridges. Iran’s parliament speaker responded with a warning that the US president’s “reckless moves” would mean “our whole region is going to burn”. Continue reading...

伊朗最高领袖外事顾问韦拉亚提5日警告美国，若“再犯错误”，伊朗主导的抵抗阵线将以封锁曼德海峡作为反制措施。韦拉亚提当天在社交媒体上发文说：“今天，抵抗阵线的统一指挥部视曼德海峡如同霍尔木兹海峡一般。如果白宫再犯愚蠢错误，它很快就会意识到，只需一个举动，全球能源和贸易流通就会中断。”曼德海峡连接红海和亚丁湾，是连通大西洋、地中海和印度洋的咽喉要道。这一海峡处于也门胡塞武装控制范围内。有媒体认为，韦拉亚提的帖文是对美国总统特朗普当天对伊朗所发出威胁的回应。特朗普5日发帖文，再次要求伊朗打开霍尔木兹海峡，并威胁说“4月7日将是伊朗的发电厂日和大桥日”，暗示要猛烈轰炸伊朗的发电厂和大桥。 (新华社)

格隆汇4月6日｜华泰证券研报表示，当前中东冲突持续时长和对全球供需影响已经绕过“暂时性”冲击范畴，在一些领域造成实质性的资金和供应流断裂。即便后续可以拨云见日，4月以后的配置思路与春季躁动时期也会有所不同。年内美元和油价强于预期，全球流动性宽松程度低于预期，对应估值提升空间也会低于预期。市场或经历从追踪新闻表态到更回归基本面的心理过程，更关注物资短缺、供应链和现金流风险。因此华泰证券依然认为需要对波动率保持一定敬畏。

UCLA secured the first NCAA women's basketball national championship in school history — a goal that was set after losing in the first Final Four last season. (Image credit: Rick Scuteri)