日本外汇事务负责人表示，政府将视需要采取一切可能措施应对外汇市场波动。在中东局势紧张导致日元持续承压之际，这番表态再次向投机者发出警告。 主管国际事务的副财务大臣三村淳周一对记者表示：“一些市场参与者认为，原油期货市场的投机性波动正在影响外汇市场。”他称，鉴于汇率波动对经济以及国民生活的影响，“政府无论何时都会从各个方面采取万全应对”。 三村淳发表上述言论之际，市场担忧中东紧张局势长期化以及油价走高，推升美国长期国债收益率，并支撑美元走强。在三村淳讲话后，日元兑美元一度小幅升至159.02，随后回吐部分涨幅，周一东京早盘交投在159.25附近。 责任编辑：王永生

Anne Tse, Asia Pacific CEO at PepsiCo, discusses how the company is mitigating the geopolitical and cost pressures by sourcing most ingredients locally. She also says PepsiCo is deploying artificial intelligence across its operations in China and beyond to improve efficiency. She speaks with Stephen Engle at the China Development Forum in Beijing. (Source: Bloomberg)

文章提及标的 LPG -- 苯乙烯主力合约 -- 化工 -- 大商所液化石油气(LPG)主力合约暴涨10%，报7218元/吨。苯乙烯主力合约大涨5%，报10543元/吨。 多重利好驱动 化工品种开启主升浪行情！一图深挖化工产业链背后赚钱机会>>>

格隆汇3月23日｜据央视，伊朗方面消息称，当地时间23日凌晨，位于伊朗南部阿巴斯港的伊朗声像组织波斯湾中心的中波广播发射台遭到美以袭击，造成1人死亡、1人受伤。波斯湾中心的节目在遇袭后继续正常播出。

(RTTNews) - The Japanese stock market is trading sharply lower on Monday, reversing the losses in the previous session, following the broadly negative cues from Wall Street on Friday, with the Nikkei 225 plunging 4.7 percent to below the 51,000 mark, with strong losses across most sectors led by exporters, technology and financial stocks amid the escalating conflict in the Middle East. The benchmark Nikkei 225 Index is down 2,413.29 points or 4.52 percent at 50,959.24, after hitting a low of 50,902.10 earlier. Japanese shares ended sharply lower on Thursday ahead of the holiday on Friday. Market heavyweight SoftBank Group is tumbling almost 5 percent and Uniqlo operator Fast Retailing is slipping almost 4 percent. Among automakers, Honda is losing more than 3 percent and Toyota is declining more than 3 percent. In the tech space, Advantest is plunging almost 7 percent, Screen Holdings is tumbling more than 6 percent and Tokyo Electron are sliding more than 4 percent. In the banking sector, Sumitomo Mitsui Financial is declining almost 4 percent, Mitsubishi UFJ Financial is plunging almost 6 percent and Mizuho Financial is sliding almost 5 percent. The major exporters are lower. Mitsubishi Electric is tumbling more than 7 percent, Canon is down almost 2 percent, Sony is losing more than 2 percent and Panasonic is sliding almost 6 percent. Among the other major losers, Mitsui Kinzoku and Renesas Electronics are plunging more than 9 percent each, while Mitsubishi Materials and Sumitomo Electric Industries are tumbling almost 9 percent each. Ebara, Dowa Holdings, Lasertec, Resonac Holdings and Sumitomo Metal Mining are sliding almost 8 percent each, while Kawasaki Heavy Industries, Ibiden, Mitsui O.S.K. Lines, Shin-Etsu Chemical and Mitsui Chemicals are slipping more than 7 percent each. Murata Manufacturing is declining almost 7 percent. Conversely, there are no other major gainers. In the currency market, the U.S. dollar is trading in the lower 159 yen-range on Monday...

格隆汇3月23日｜华泰证券研报称，辽宁2026年3月发文，建立核电可持续发展价格结算机制。华泰证券认为核电试点的落地，意味着中央/地方政府从机制层面为2023年以来持续的“煤价下降，电价下降”画上了阶段性句号，也意味着以核电为代表的清洁能源过去3年盈利承压的趋势可能即将出现重大的政策拐点。同时，煤价下降本身也不可持续，霍尔木兹海峡的封锁让市场对化石能源价格易涨难跌逐步确立信心，这对于中国在过去3年受一次能源价格下跌拖累的非化石能源，都是重要的积极信号。华泰证券重申对电力板块的全面看多，包括水核风光生物质在内的绿电或充分受益。

文章提及标的 合成橡胶主力合约 -- 纯苯主力合约 -- 化工 -- 橡胶 -- 上期所合成橡胶主力合约大涨8%，报16860元/吨。大商所纯苯主力合约大涨5%，报8680元/吨。 多重利好驱动 化工品种开启主升浪行情！一图深挖化工产业链背后赚钱机会>>>

中国发展高层论坛2026年年会昨天(22日)在北京拉开帷幕。在年会上，国家能源（850101）局相关负责人表示，我国将坚持多能融合发展，构建安全韧性的能源（850101）体系。国家能源（850101）局副局长万劲松表示，“十五五”期间，我国将在确保能源（850101）供应持续稳定的基础上，积极推动风电（885641）、光伏、核能、生物质能等多元清洁能源（850101）发展，形成多能互补、抗风险能力强的新型能源（850101）体系。同时，还将推动能源（850101）革命与数字革命深度融合。国家能源（850101）局副局长万劲松：要发挥人工智能（885728）对新能源（850101）发展的加持作用，不断丰富在新能源（850101）领域的应用场景，助力新能源（850101）大规模发展、高水平消纳。推动新能源（850101）集成融合发展，着力保障智能算力的绿色用能需求，让新能源（850101）更好支撑人工智能（885728）的发展。此外，我国还将秉持开放包容合作的态度，共同维护全球新能源（850101）产业链稳定畅通。建立开放透明非歧视的国际能源（850101）市场秩序，促进新能源（850101）产品技术和服务在全球范围内自由流动。(央视新闻)

财联社3月23日讯（编辑 刘蕊） 近日，美国 银行 发布报告称，尽管 人工智能 投资迅速增长，但在短期内它不太可能对各国央行的决策产生实质性影响，因为其对宏观经济的影响仍然有限，且是渐进式的。 AI的通胀效应仍较弱 美国银行称，目前人工智能的通胀效应还比较微弱。当前人工智能的通胀效应主要来自于两方面：一方面是能源密集型的 数据中心 推高能源成本，另一方面是人工智能热潮推高股市带来的积极财富效应。 然而，这些压力还不足以迫使像美联储这样的央行改变其政策立场。 美银认为，尽管人工智能投资正在推动经济增长， 今年预计为美国国内生产总值增长贡献约0.4个百分点 ，但就更广泛的宏观驱动因素（如劳动力市场、财政政策和能源价格）而言，其影响仍然相对较小。 人工智能尚未成为货币政策核心的原因之一，是其采用率和普及度仍然较低。尽管AI热潮势头火热，但在经济各领域，其应用仍较为有限，这意味着其可能带来的生产力提升效果尚未大规模显现。 因此，预计央行不太可能对AI热潮作出太大反应，除非未来人工智能的影响在工资、产出和价格动态方面变得更加明显。 美国银行还指出，当前人工智能领域的蓬勃发展很大程度上是由资本支出周期所推动的，尤其是那些大型科技公司建设数据中心和基础设施的行为。虽然这有助于促进经济增长，但并不会立即转化为持续的消费需求膨胀，从而需要采取紧缩政策。 长远影响或更复杂 然而，从更长远来看，人工智能很可能会使货币政策变得复杂。 美国银行预计，人工智能将提高生产效率，并可能提高通胀，这将使政策制定者在追求更强劲增长与应对不断变化的通胀动态之间面临权衡选择。 目前，美国银行的结论很明确：人工智能在经济上具有重要意义，但目前还不是近期利率决策的决定性因素，各国央行仍将重点放在对通胀和经济增长有直接影响的更直接因素上——比如近在眼前的中东战争引发的国际油价上涨。

Saudi Aramco cuts oil supply to Asia for second month in April Reuters

格隆汇3月23日｜三星重工斩获7701亿韩元合同，将为大洋洲客户建造两艘液化天然气运输船。

加航客機降落美國紐約機場與消防車相撞 正副機長罹難多人傷 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】加拿大航空快運一架客機降落美國紐約拉瓜迪亞機場時與消防車相撞，正副機長死亡，多人受傷。 網上流傳照片，客機機頭包括駕駛室嚴重損毀，殘骸垂吊至地面，機尾著地。出事的加航快運客機編號AC8646，屬龐巴迪CRJ-900型號，載有76名乘客和機組人員。客機由加拿大蒙特利爾起飛，周日接近午夜降落紐約拉瓜迪亞機場後撞向一輛駛過跑道的消防車，機場暫時關閉。

格隆汇3月23日｜截至2026年03月20日，全球最大的黄金ETF SPDR Gold Trust持仓量为1056.99吨，较前一个交易日减少5.14吨。

格隆汇3月23日｜沙特国防部发言人：在东部地区拦截并摧毁了一架无人机。

格隆汇3月23日｜AI编程工具的爆发式增长，正在将整个科技行业推向一个更宏大的野心：用自然语言指令自动化人类生活的方方面面。这场竞赛已不再局限于代码，而是直指知识工作的全面重构。 Anthropic的Claude Code、OpenAI的Codex以及初创公司Cursor，正在将"AI编程助手"的边界迅速向外延伸——从撰写工作汇报、协调家庭日程，到申请房贷、整理医疗记录，AI代理（agent）正以几乎零门槛的方式渗透进普通用户的日常。OpenAI首席营收官Denise Dresser将过去30天内企业使用AI方式的转变称为"野火时刻"，并表示这是一次"根本性切换"。

格隆汇3月23日｜据快科技，洛图科技发布最新面板价格报告，全球液晶电视面板已进入明确涨价周期，3月全线上涨，4月大尺寸将继续上调，准备购机的用户建议尽早出手。3月市场已完成结算，中小尺寸面板普遍上涨1美元，中大尺寸上涨2至3美元，未结算订单同样呈现全线上涨态势。 本轮涨价由需求前置、体育赛事备货、头部品牌竞争以及大尺寸占比提升共同推动，市场整体供需偏紧。4月价格趋势已明确，32至50英寸维持持平，55英寸上涨1美元，65、75、85英寸各上涨2美元，涨幅较3月略有收敛，但大尺寸依然保持上涨势头。进入5月，全尺寸价格预计与4月持平，短期不会回落。受成本上涨与大尺寸需求旺盛影响，电视品牌端经营压力加大，后续终端售价存在上调可能。

Iran on Monday faces a deadline by US President Donald Trump to open up the crucial Strait of Hormuz or face a major US assault on power plants, as Israel warned of weeks more of war. Israel also gave the clearest signs yet it intends a ground campaign into Lebanon, destroying a key bridge as it vows to crush Hezbollah, the Shia Muslim movement backed by Iran. Trump, after enthusiastically backing Israel in the war the two countries launched on February 28, is under political pressure as fuel prices rise, the result of Iran’s attempts to retaliate in the oil-rich Gulf. Advertisement Trump on Saturday threatened to “obliterate” Iran’s power plants if it did not within 48 hours end its partial blockade of the Strait of Hormuz, the narrow waterway into the Gulf through which one-fifth of the world’s oil flows. A satellite image showing the Strait of Hormuz. Photo: Nasa via dpa The deadline , based on the time of his social media posting, would be 23.44 GMT, early morning Tuesday in Iran and 7.44am Hong Kong time, and Monday evening in Washington. Advertisement Iran’s military command responded defiantly, saying that if Trump goes ahead, it would strike Israel’s “power plants, energy and information and communications technology infrastructure” - along with power plants in regional countries hosting US bases and companies with American shareholders.

核心变量 出于特朗普个人与家族政治遗产的考量，美国中期选举或是影响美国战争与外交行为的核心变量。当前初选阶段已经开启，尽管尚处于竞选早期，但共和党在选举中表现欠佳，或已有风向标意义。从战争行为看，目前共和党与MAGA基本盘对美以伊战争仍保持整体团结。我们判断霍尔木兹海峡僵局或难以通过军事行动迅速实现突破，随着进入二季度选举趋于白热化，MAGA基本盘的松动与压力传导或带来新的变数。从外交行为看，尽管特朗普此前宣称的访华计划可能推迟，但选情劣势只会强化其对华“交易思维”，年内中美关系的稳定格局或并未改变，关税安排、双边贸易投资安排、延长“休战期”或为潜在成果。从对内政策看，除加码经济与产业政策，特朗普或强行推动选区重划和SAVE America Act影响选举格局，政治博弈或更加激烈。 ▍ 出于特朗普个人与家族政治遗产的考量，美国中期选举或是影响特朗普战争与外交行为的核心变量，选举节奏或将于二季度起进入白热化阶段。 2026年中期选举期间，各州选民将对美国众议院全部435个席位和美国参议院100个席位中的35个席位的议员进行投票。本次中期选举初选最早已于3月3日举行，最晚将于9月中旬举行，大部分州的初选集中在6月前后。在初选阶段（Primary Election），各选区选民将投票决定各政党的哪些候选人将在2026年11月3日举行的大选中竞选议员职位。在终选阶段（General Election），不同党派的候选人将通过各州选民直接投票的方式竞逐国会议员席位，得票最高者当选。根据Federal Election Commission的统计，2014/2018/2022三届中期选举的竞选支出均在3月开始明显扩大，6月开始再度提升，到9月达到高峰。因此自二季度起，中期选举选情将迅速白热化。 对特朗普而言，此次中期选举意义格外重要，不仅需要保住个人执政成果，防止国会易主后其政策遗产被推翻、自身遭遇政治清算与弹劾风险，而且也是为家族政治传承筑牢根基的关键。因此，特朗普近期高强度站台助选，誓要守住共和党对国会的掌控权。 ▍ 当前初选阶段已经开启，尽管尚处于竞选早期，但共和党在选举中表现欠佳，或已有风向标意义。 历史经验来看，执政党在早期选举中若表现出颓势，或对最终的选举结果有一定指示意义。例如2018年3月，在宾夕法尼亚州（典型工业区、亲特朗普选区）众议院特别选举中，民主党人科纳...

文章提及标的 华工科技 -- 华工科技（000988）在互动平台表示，目前公司800G/1.6T硅光光模块均已有出货。

财联社3月23日讯（编辑 潇湘） 随着伊朗战争引发的油价推动型通胀冲击，令市场此前对美联储降息的普遍预期落空，债券交易员们正争相制定新的策略。 上周，随着主要央行对通胀的警告导致短期收益率飙升，且交易员完全抹去了对美联储2026年进一步宽松的预期，押注降息的策略遭受了全面重创。到上周五，随着全球基准原油价格维持在2022年以来的最高水平，市场情绪发生了剧烈逆转—— 交易员甚至一度认为美联储在10月底前加息的可能性高达50%。 Natixis North America美国利率策略主管John Briggs表示，“只要中东战争处于升级模式而非降温模式，市场对通胀的担忧就会超过对增长的担忧，而考虑到近期供应冲击的历史，这种担忧是合理的——现在是离场观望、等尘埃落定后再重新评估的好时机。” 要确定下一步行动，就必须设法预测战争和油价的走势，以及它们对经济增长和通胀的影响。而鉴于美伊敌对行动几乎没有缓和的迹象，且美国官员表示白宫正向中东派遣数千名海军陆战队员，这无疑是一项艰巨的任务。 与此同时，上周两年期美国国债收益率突破了3.75%——一举刺穿了美联储官员当前设定的联邦基金利率目标区间的上限。截至上周五收盘，该期限美债收益率收于约3.89%——这是自去年7月以来收盘时的最高水平。 要知道，自2023年以来(美联储当时仍在加息)，这一最能反映美联储利率预期变动的收益率，还从未如此大幅度高于美联储的利率上限。这毫无疑问正在表明，债券市场上的利率天平正开始倒向加息这一边。 在其他期限收益率方面，上周五5年期美债收益率也自7月以来首次突破4%，而10年期美债收益率则达到了4.39%，创下8月以来的最高水平。随着交易员认为美联储可能再次加息，美元兑主要非美货币也几乎全线走强。 市场降息共识破灭 法国外贸银行的美国利率策略主管John Briggs，是投行策略师中被此轮持续不断的债券抛售潮打得措手不及的一员，这波抛售正将美国国债收益率推至数月高点。 此前，Briggs曾认为冲突若长期持续将拖累经济，并使美联储降息的可能性依然存在。但如今，他已不再作此“奢望”，他目前已平仓了本月早些时候建立的几笔降息押注。 其中一项是押注十年期美债相对于两年期美债的收益率溢价会扩大，即所谓的“收益率曲线陡峭化”交易。过去几天，随着通胀预期随油价一同攀升，短期收益率相对于长期收益率大幅走高，该交易几乎已...

Chugai Pharmaceutical Co. fell 7.3%, the largest intraday decline since August 2025, after the company said it had ended the development of an experimental drug for certain diseases that cause muscle weakness. The decision doesn’t affect Chugai’s obesity drug development and isn’t expected to impact its earnings forecast for the fiscal year ending December, the Japanese drugmaker said in a statement Monday. Chugai’s announcement comes days after parent Roche Holding AG notified patients with spinal muscular atrophy and people with facioscapulohumeral muscular dystrophy that it was halting work with the experimental compound emugrobart in both those diseases. The Swiss drugmaker said it still plans to keep studying emugrobart for its muscle-growth potential during weight loss. Roche has pointed to emugrobart as a key piece of its effort to help people preserve muscle as they lose weight — one way the company could differentiate itself as it tries to become a top-three player in obesity. Read More: Roche Pursues Muscle Study for Obesity After Halting Other Work Roche is testing the experimental muscle drug together with Eli Lilly & Co. ’s blockbuster Zepbound in a 48-week study that’s expected to deliver initial results this year.

据伊朗伊斯兰共和国广播电视台23日报道，美国和以色列军队袭击了伊朗南部港口城市阿巴斯港一家广播电台，造成1人死亡、1人受伤。 报道说，该广播电台负责人谴责美以袭击违反国际法。目前，该广播电台已恢复正常播出。(新华社)

倫敦猶太志願團體4救護車遭縱火 警追緝3名黑衣蒙面人 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】英國倫敦有猶太志願救護團體的4輛救護車遭縱火，無人受傷，正追緝3名疑犯。 救護車焚燒引起爆炸，消防凌晨1時許接報，在倫敦北部社區4部隸屬猶太志願救護團體的救護車起火，車上部分氧氣樽發生爆炸，鄰近建築物有窗戶受損，約30人要疏散。警方翻查監控片段，3名身穿黑衣的蒙面人走到救護車旁邊後便起火，之後逃跑，警方循反猶太主義仇恨犯罪方向調查。首相施紀賢稱深感震驚，強調絕不容許反猶太主義。

This story has been made freely available as a public service to our readers. Please consider supporting SCMP’s journalism by subscribing Hong Kong is set for a hot and damp week ahead, with the city’s forecaster predicting relative humidity to reach as high as 95 per cent from Wednesday as seasonal coastal mist moves in. The Observatory said on Monday that daytime temperatures would rise to 28 degrees Celsius (82 Fahrenheit) later this week as a band of cloud affected the Guangdong coast and winds weakened. Advertisement “Winds are expected to be weak over Guangdong in the latter part of this week. It will be hot during the day. Under the influence of a trough of low pressure, there will be a few showers over southern China early next week,” the forecaster said. According to the nine-day forecast, the city will experience a spell of warm and increasingly humid weather as an anticyclone strengthens over the South China Sea. Advertisement The week will start with mainly fine and sunny conditions on Monday and Tuesday, with temperatures reaching highs of 27 degrees Celsius, the Observatory said.

Japan’s government bonds fell on Monday morning, pushing yields back toward multi-decade highs, as concerns mount that the widening conflict in the Middle East will stoke inflation. Futures dropped as much as 59 ticks to 130.62, while the 10-year bond yield rose six basis points to 2.32%, near its highest level since 1999 that it hit in January. The five-year yield jumped 5 basis points to 1.72%, taking it to within a whisker of its highest since its debut. The moves in Japan follow US Treasury yields, which are perched at their highest in months after a third straight week of bond losses . Tensions in the Middle East show no signs of easing, with President Donald Trump issuing a 48-hour ultimatum to Tehran to reopen the Strait of Hormuz or face strikes on its power plants, a deadline that expires Monday evening in New York. The rise in yields and oil prices is feeding into yen weakness even after Bank of Japan Governor Kazuo Ueda kept the possibility of an April rate hike on the table at the central bank’s policy meeting last week. Japanese Finance Minister Satsuki Katayama said recently that authorities are fully prepared to take action against currency moves if needed. “The simultaneous rise in interest rates and depreciation of the yen can be interpreted as the market pressuring the BOJ to raise rates,” said Rinto Maruyama , FX and rates strategist at SMBC Nikko Securities Inc. “We need to closely monitor whether the BOJ will actually decide to raise rates based on this.”

千问上线AI打车功能 2026-03-23 09:06:07 来源： 同花顺7x24快讯 分享 文章提及标的 阿里巴巴 -- 记者获悉，3月23日，千问上线AI打车功能，用户通过语音指令即能完成选车型、添加途经点、预约时间等操作。目前，在阿里（BABA）生态能力支持下，千问可提供订机票、酒店、打车等多场景串联服务。(人民财讯)

Uncertainty is what markets hate most, and artificial intelligence (AI) has brought it to software stocks in full force. Toast (TOST +0.02%) is down more than 40% from its summer high, swept up in a sell-off that's erased nearly $1 trillion from the industry this quarter. Some of the sharpest criticism is now coming from the same venture capitalists who helped fund the software-as-a-service (SaaS) boom. Toast built the operating system that roughly one in five small- and mid-market restaurants in the U.S. use to run their businesses. It bundles terminals, payments, online ordering, and payroll into one system. Once it's installed and the staff is trained, switching costs become real for the whole operation. The company added a record 30,000 net locations last year, and for the independent restaurant owner, the system is hard to walk away from. The build-versus-buy decision isn't as clear for a national chain as it is for a smaller operation. The growth story has an enterprise problem The next leg of growth is expected to come from restaurant chains, international markets, and retail. Together, those segments currently account for about 5% of annual recurring revenue. The company's biggest customers so far are sit-down chains like Applebee's and TGI Friday's, not fast food. McDonald's, Chick-fil-A, and Domino's already built their own. Meanwhile, the company's helping its own customers get started with the recent launch of its AI assistant, Toast IQ. The tool quickly performs tasks and analyzes data to aid owners and staff in making quick decisions. Advancements in AI are lowering the cost and timeline for building software solutions, and the customers Toast needs most are the ones most capable of doing it themselves. A family diner wants one vendor and less hassle. A national chain with an engineering team wants flexibility, and committing to proprietary hardware when the software landscape could look different in three years is a tough sell. Toast's hardware bundle...

文章提及标的 焦炭主力合约 -- 大商所焦炭主力合约大涨6%，报1833元/吨。

财联社3月23日电，日经225指数跌幅扩大至5%。

格隆汇3月23日｜燃油主力合约日内大涨4%，现报4965元/吨。