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AMD、Oracle、Microsoft领涨科技股创历史单周涨幅，半导体与AI基础设施板块进入动能趋势交易窗口

AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocks

Oracle, AMD and Microsoft are on pace for historic weeks, while Intel, Broadcom, Micron, Marvell and ON Semiconductor ar…

霍尔木兹海峡重新开放后的航运恢复正常：无快速解决方案

No quick fix for return to normal shipping in Strait of Hormuz

Jonathan JosephsBBC business reporter On the face of it, Iran’s reopening of the Strait of Hormuz is welcome news, but t…

霍尔木兹海峡宣布"完全开放"后股市上涨的地缘风险溢价消退交易

Stock markets rise after strait declared 'completely open'

Mark BroadBusiness news editor European and US stock markets have risen after Iran’s foreign minister declared the Strai…

AI攻击工具商业化引发的网络安全军备竞赛：市场影响与可执行交易策略

What is Claude Mythos and what risks does it pose?

The company's claim the AI tool can outperform humans at some hacking and cyber-security tasks has sparked fears in the…

霍尔木兹海峡开放：地缘溢价收窄窗口期的跨资产交易机会与尾部风险识别

What is the Strait of Hormuz, why does it matter?

It's a critical shipping route through which roughly 20% of the world's oil and natural liquefied gas is transported. Th…

Netflix从"建造者"到"买家"的战略转型：并购时代是否开启？

Netflix was long 'a builder not a buyer.' Is that era over?

Netflix co-CEO Ted Sarandos said during an investor call the company built its 'M&A muscle' during its pursuit for WBD's…

霍尔木兹海峡开放：地缘风险溢价收敛下的能源跨资产交易机会

'THANK YOU!': Trump posts about strait being reopenedreaking

US President Donald Trump just posted on Truth Social - he says: "IRAN HAS JUST ANNOUNCED THAT THE STRAIT OF IRAN I…

伊朗宣布霍尔木兹海峡在以色列-黎巴嫩停火期间对商业航运全面开放

Iran declares Strait of Hormuz completely open to commercial traffic during Israel-Lebanon ceasefire

黎以停火初步生效：基础设施修复进行中，但双方核心立场矛盾预示10天窗口期高度脆弱

Videos show traffic crossing key bridge in Lebanon

By Kumar Malhotra and Peter Mwai We’ve been checking videos showing some vehicles attempting to cross a key road bridge…

投资者正面临经济现实的残酷唤醒——市场已无处可藏

Investors are due a brutal wake-up call as economic reality sets in — and there's nowhere to hide

One portfolio manager warns that investors have "nowhere to hide" as markets face an economic wake-up call.

以色列国防部长称对真主党战役"仍未完成"——10天停火脆弱性与中东风险溢价持久性分析

Campaign against Hezbollah 'still not complete' - Israel defence minister

Israel has warned that thousands of displaced Lebanese civilians who are returning home could face evacuation again from…

Goldman Sachs维持"韩国股票仍被低估"评级——3月反弹后改革渐进式改善成核心定价锚

South Korean stocks remain ‘undervalued’, says Goldman after huge rebound from March losses

Goldman Sachs wrote that South Korea's reforms to corporate governance are improving "incrementally".

盘前异动股情报摘录：Netflix、Oracle、Affirm等

Stocks making the biggest moves premarket: Netflix, Oracle, Affirm and more

These are the stocks posting the largest moves premarket.

BBC报道：黎巴嫩南部10天停火生效，观察者实地探访

Watch: BBC reports from southern Lebanon as 10-day truce begins

The BBC's Carine Torbey has been reporting from Nabatieh in southern Lebanon, where residents who fled their homes many…

美科技公司因伊朗战争不确定性加大政府游说力度

U.S. tech companies ramp up government lobbying amid Iran war uncertainty

A White House spokesperson told CNBC the administration had been working with industry leaders to mitigate disruption br…

英国能源成本压力缓解但地缘风险溢价仍在：交易启示录

UK petrol and diesel prices fall after weeks of rises

Drivers have seen 46 days of increases as the US-Israeli war with Iran pushed up wholesale oil prices.

斯塔默承诺"尽一切努力"推动重新开放霍尔木兹海峡——地缘风险溢价的战术重估窗口

Starmer says he will do all he can to help open the Strait of Hormuz

Keir Starmer has just arrived at the Élysée Palace in Paris, and moments before meeting Emmanuel Macron, Starmer insiste…

油轮外交成为特朗普面临的新挑战：从哈瓦那到霍尔木兹的地缘政治测试

Tanker diplomacy takes center stage as Trump faces tests from Havana to Hormuz

From Cuba to the Persian Gulf, Trump is expected to face fresh challenges across a new arc of tanker diplomacy.

中东停火可持续性：利益相关方的政治约束与市场定价空白

Peace in interests of all stakeholders, Middle East expert tells BBC

Dr Lina Khatib is an associate fellow with the think tank Chatham House - with a focus on the Middle East - and she beli…

以色列央行行长寄望和平以缓解经济冲击

Israel's central bank chief pins hopes on peace as economic shock looms

Israel's central bank governor hopes a swift resolution to the wars in Lebanon and Iran can ease a growth shock.

欧洲AI芯片市场蓬勃发展，Nvidia挑战者寻求至少1亿美元融资

Nvidia rival tells CNBC it's seeking at least $100 million in funding as European AI chip market booms

Investor interest for AI chip startups is rising, but big challenges remain for the nascent sector.