智通港股早知道 | 霍尔木兹航运网络恢复正常仍需6至8周阿里巴巴(09988)升级通义大模型事业部

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【今日头条】船运公司：霍尔木兹航运网络恢复正常仍需6至8周中东局势仍在严重扰乱航运和供应链，目前仍有约1000艘船只被困在该地区，其中6艘属于赫伯罗特船运公司。该公司船只均未通过霍尔木兹海峡。危机导致的每周额外成本约为5000万至6000万美元。公司表示，我们别无选择，只能将部分成本转嫁给客户。尽管停火消息是利好，但我们的网络至少还需要6到8周才能恢复正常。尽管市场正热衷于庆祝停火消息，但当地实际...

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Division","themeId":"02cdf89e979737ef1942b2647b2fdff3","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b19777e1502b374115bfa34db3f97f77","symbols_score_info":{"89988":0.6,"BABW":0.6,"BABA":1.95,"BBYY":0.6,"09988":1.95,"HBBD.SI":0.6,"BABU":0.6,"BABO":0.6,"KBAB":0.6,"BABX":0.6},"content_text":"【今日头条】船运公司：霍尔木兹航运网络恢复正常仍需6至8周中东局势仍在严重扰乱航运和供应链，目前仍有约1000艘船只被困在该地区，其中6艘属于赫伯罗特船运公司。该公司船只均未通过霍尔木兹海峡。危机导致的每周额外成本约为5000万至6000万美元。公司表示，我们别无选择，只能将部分成本转嫁给客户。尽管停火消息是利好，但我们的网络至少还需要6到8周才能恢复正常。尽管市场正热衷于庆祝停火消息，但当地实际情况仍充满诸多不确定性。而且，目前看来，大量商船显然仍会谨慎观望，不愿贸然尝试通过霍尔木兹海峡。我们可能只会看到通行量从每天6-7艘增加到10-20艘左右。即便如此，这也与冲突爆发前每天大约120-130艘船只通过海峡的正常情况相去甚远。就目前而言，停火消息是市场在争取更多缓解时间方面所能期待的最好结果。然而，这似乎也正是其本质所在：只是为了争取时间，以期最终能迎来更多积极消息。但在那之前，风险将始终存在。丹麦马士基航运公司8日说，美国和伊朗宣布停火尚不能充分保障霍尔木兹海峡的通行安全，公司对当前局势持谨慎态度，暂不恢复上月停运的相关航线。马士基在给路透社的一份声明中表示，尽管美国与伊朗达成为期两周的停火可能为霍尔木兹海峡通航创造机会，但目前海上安全仍存在不确定性，还需了解停火的附带条件。【大势展望】WTI原油期货收于每桶96.5美元，跌幅为14.56%隔夜美股截至收盘，道琼斯工业平均指数比前一交易日上涨1325.46点，收于47909.92点，涨幅为2.85%;标准普尔500种股票指数上涨165.96点，收于6782.81点，涨幅为2.51%;纳斯达克综合指数上涨617.15点，收于22635.0点，涨幅为2.8%。大型科技股普涨，英特尔涨超11%，Meta涨超6%，存储、光通信股集体大涨，闪迪涨超9%，西部数据涨超8%，美光科技涨超7%。热门中概股多数上涨，纳斯达克中国金龙指数涨3.05%。阿里巴巴、拼多多涨超4%，恒生指数ADR下跌，按比例计算，收报25863.20点，较香港收市跌29.82点或0.12%。纽约商品交易所WTI原油期货当月连续合约下跌16.45美元，收于每桶96.5美元，跌幅为14.56%。COMEX黄金期货当月连续合约上涨60.30美元，涨幅1.29%，报4745.0美元/盎司。【热点前瞻】国务院国资委成立境外国资工作局据国资委官网显示，境外国资工作局主要职责是指导所监管企业国际化经营和境外资产布局优化、结构调整，承担所监管企业境外资产监督有关工作，加强境外投资经营等方面风险防范化解，承担境外突发事件和危机处理有关工作。白宫：美伊首轮会谈将于11日上午在伊斯兰堡举行美国白宫新闻秘书莱维特8日在记者会上说，美国和伊朗将于当地时间11日上午在巴基斯坦首都伊斯兰堡举行首轮会谈，美方团队将由副总统万斯、总统特朗普的特使威特科夫和女婿库什纳率领。4月甲醇进口供应或将回升至62.94万吨附近 环比增加20.45万吨近期影响甲醇市场的核心逻辑变化不大，主线条延续在地缘冲突导致的海峡封锁引发的全球供应问题上，次线条则是大背景下的甲醇自身的边际变化。目前中东主力区域货物仍可在一定支持下通行海峡，3月共计发出22.08万吨甲醇货物，4月初或已发出8万吨;非伊方面，4月抵港将有一定回升，预计将于5月再度下降至低位;据隆众数据综合预估，4月甲醇进口供应或将回升至62.94万吨附近，或环比3月增加20.45万吨。涉及港股的甲醇产业链企业：中国旭阳集团(01907)、中集安瑞科 (03899)、香港中华煤气 (00003)、金风科技 (02208)。机构：预测4月份显示器主流规格面板价格全面延续涨势综合供需两端及成本因素，群智咨询预测，4月份显示器主流规格面板价格全面延续涨势，其中IPS产品涨幅进一步扩大，VA产品涨幅保持稳健;受T-con价格快速上涨影响，QHD+中高阶面板价格将迎来小幅上涨。显示器面板涉及港股TCL电子 (01070)、京东方精电 (00732)、信利国际(00732)。阿里巴巴(09988)新设集团技术委员会，升级通义大模型事业部，加速AI建设阿里巴巴集团CEO吴泳铭发布内部信，宣布AI相关组织调整，包括新设立集团技术委员会，升级通义大模型事业部，加速AI建设。根据内部信，阿里巴巴在集团层面设立技术委员会，由吴泳铭担任组长，成员包括周靖人、吴泽明、李飞飞。其中，周靖人担任技术委员会首席AI架构师，李飞飞负责阿里云技术以及AI云基础设施建设，吴泽明负责集团业务技术平台以及AI推理平台建设。 围绕加速AI建设的整体目标，阿里还将通义实验室升级为通义大模型事业部，由周靖人负责;李飞飞出任阿里云CTO;吴泽明专注阿里巴巴集团CTO工作，淘宝闪购CEO职务由雷雁群接任。2026年是阿里AI加速发展的关键一年。从成立以“创造Token、输送Token、应用Token”为核心目标的ATH事业群，到最新模型Qwen 3.6 Plus问鼎OpenRouter全球大模型周调用量冠军，近期阿里在AI领域的新动作不断。本次调整意味着聚合优势力量和资源，投入最关键战场，表明阿里已进入AI全面加速期。中国石化：中国石化集团增持股份计划已实施完成，累计增持金额为人民币20.73亿元中国石化公告，公司于2025年4月8日在上海证券交易所网站披露了《中国石油化工股份有限公司关于控股股东及其一致行动人增持公司股份计划的公告》。公司于2026年4月8日接到中国石化集团的通知，截至2026年4月7日，中国石化集团通过自身及其全资子公司增持本公司A股和H股股份的计划已经实施完成。截至本公告日，中国石化集团及其全资子公司通过本次增持累计增持了公司484,051,557股股份，约占公司已发行总股本的0.40%，累计增持金额为人民币20.73亿元。广合科技(01989)发盈喜预期第一季度净利润 同比增长至3.8亿元至4亿元广合科技(01989)发布公告，本集团预计截至2026年3月31日止3个月合并归属于母公司股东及其他权益持有者的净利润区间为人民币3.8亿元至人民币4亿元，较上年同期增长(去年同期：盈利人民币2.4亿元)。公司把握算力硬体需求激增带来的市场机遇，紧扣“算力”主线，经营业绩稳步提升。晶科电子股份(02551)拟通过参股基金入股芯聚能半导体 进一步完善“第三代半导体”产业集群布局晶科电子股份(02551)公布，于2026年4月8日，广州天泽与卖方订立股权转让协议，广州天泽拟收购目标公司广东芯聚能半导体有限公司的注册资本合共约815.62万元(于本公告日期占目标公司股权约3.26%)，价格为每注册资本约人民币23.0989元。股权转让事项的总代价将为人民币1.884亿元。于本公告日期，该公司仅作为有限合伙人持有广州天泽约40.12%的合伙权益。维立志博-B(09887)：维利信TM治疗胆道癌II期研究顺利进入扩展阶段智通财经APP讯，维立志博-B(09887)公布，评价维利信TM(PD-L1/4-1BB双特异性抗体奥帕替苏米单抗，LBL-024)用于一线治疗晚期胆道癌的Ⅱ期临床研究已完成安全性导入期初步评估。基于良好的安全性和令人鼓舞的初步疗效数据，该研究已顺利进入扩展阶段，并已完成首例患者入组。图达通(02665)第一季度激光雷达产品总出货量约18.14万台 同比增长约340%图达通(02665)发布公告，于2026年第一季度，公司激光雷达产品总出货量约18.14万台，同比增长约340%，其中，猎鹰系列占约6.55万台，同比增长约90%，灵雀系列占约11.56万台，同比增长约1594%。公司保持强劲出货势头，反映其产品组合持续获得市场青睐。中伟新材(02579)：预计2026年一季度净利润同比增长72.32%-91.82%中伟新材公告，预计2026年第一季度净利润为53000-5.9亿元，同比增长72.32%-91.82%。报告期内，受益于全球新能源市场的快速发展以及公司在电池材料领域的龙头地位优势，公司镍系、钴系、磷系、钠系等电池材料产品合计销售量近13万吨，电池材料业务整体呈现产销两旺的良好态势，有力支撑公司经营利润稳步增长。同时，公司在镍系产品领域的“资源+材料”一体化竞争优势持续显现，叠加镍矿及镍产品价格上行，公司镍矿开采与镍冶炼环节盈利水平稳步提升，进一步推动公司整体利润持续增长。【个股点晴】中国铝业(02600)：预计第一季度归母净利润53.02亿元至55.85亿元，同比增加50%至58%智通财经APP讯，中国铝业发布公告，公司预计2026年第一季度实现归属于上市公司股东的净利润为人民币53.02亿元至人民币55.85亿元，与上年同期相比增加人民币17.67亿元至人民币20.50亿元，同比增加50%至58%。公司在资源端自采矿比率进一步提高，在产成品端全部产能满产稳产优产，各项生产经营指标持续优化，实现经营业绩大幅提升，创历史同期最好水平。中国铝业公告，截至2026年4月8日，控股股东中国铝业集团有限公司及其一致行动人通过上海证券交易所及香港联合交易所有限公司交易系统合计增持公司股份19303.00万股(其中A股9734.96万股、H股9568.00万股)，约占公司总股本的1.13%，累计增持金额约10.15亿元。本次增持计划已实施完毕。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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智通港股早知道 | 霍尔木兹航运网络恢复正常仍需6至8周 阿里巴巴(09988)升级通义大模型事业部

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智通港股早知道 | 霍尔木兹航运网络恢复正常仍需6至8周阿里巴巴(09988)升级通义大模型事业部