《每日新聞摘要》2026-04-02

# 新闻摘要 2026-04-02

Topics: gold,macro,usd,rates,geopolitics

## Headlines


### 地緣政治
- [Iran's war propaganda homes in on Trump with Lego memes](https://www.cnbc.com/2026/04/01/iran-war-social-media-meme-propaganda.html) (2026-04-01T20:46:02Z) · CNBC Top News · tags: #geopolitics
- [Iran threatens Nvidia, Apple and other tech giants with attacks](https://www.cnbc.com/2026/04/01/iran-irgc-nvidia-appple-attack-threat.html) (2026-04-01T14:37:46Z) · CNBC Top News · tags: #geopolitics #equities
- [Fed Governor Miran still backs cuts, says interest rates could be 'about a point' lower this year](https://www.cnbc.com/2026/03/30/fed-governor-miran-still-backs-cuts-says-interest-rates-could-be-about-a-point-lower-this-year.html) (2026-04-01T14:09:14Z) · CNBC Finance · tags: #geopolitics #rates
- [Airlines in crisis mode as Iran war hits jet fuel supplies](https://www.ft.com/content/c7bb398b-1362-41f2-b09c-91a8e881c3d5) (2026-04-01T07:59:38Z) · FT Markets · tags: #geopolitics
- [US and Iran spar on status of talks ahead of Trump address](https://www.ft.com/content/bd91441f-28fc-4c35-8ff1-10ec6141148c) (2026-04-01T07:11:25Z) · FT Markets · tags: #geopolitics
- [Warren Buffett says Iran bomb would make nuclear disaster harder to avoid](https://www.cnbc.com/2026/03/31/warren-buffett-says-iran-bomb-would-make-nuclear-disaster-harder-to-avoid.html) (2026-03-31T17:16:22Z) · CNBC Finance · tags: #geopolitics
- [Warren Buffett teams up with NBA superstar Stephen Curry for charity lunch, reviving iconic auction](https://www.cnbc.com/2026/03/31/warren-buffett-teams-up-with-stephen-curry-for-charity-lunch.html) (2026-03-31T16:37:47Z) · CNBC Finance · tags: #geopolitics
- [Warren Buffett says he sold Apple too soon and would buy more of it, though not in this market](https://www.cnbc.com/2026/03/31/warren-buffett-says-he-sold-apple-too-soon-and-would-buy-more-of-it-though-not-in-this-market-.html) (2026-03-31T15:31:12Z) · CNBC Finance · tags: #geopolitics
- [Warren Buffett says he's still making calls on investments at Berkshire, flags 'tiny' new buy](https://www.cnbc.com/2026/03/31/warren-buffett-says-hes-still-making-calls-on-investments-at-berkshire-flags-tiny-new-buy.html) (2026-03-31T15:02:49Z) · CNBC Finance · tags: #geopolitics
- [Home prices rose in January, before Iran war pushed mortgage rates higher](https://finance.yahoo.com/news/home-prices-rose-in-january-before-iran-war-pushed-mortgage-rates-higher-134329055.html) (2026-03-31T13:43:29Z) · Yahoo Finance · tags: #geopolitics #rates
- [RTX Lands $3.8 Bil F-35 Contract, Defense Stocks Retreat Amid Iran War](https://www.investors.com/news/rtx-3-8bil-f35-contract-defense-stocks-iran-war-middle-east/?src=A00220&yptr=yahoo) (2026-03-31T13:43:28Z) · Yahoo Finance · tags: #geopolitics #equities
- [Update – Unilever, McCormick strike “merger”](https://finance.yahoo.com/markets/stocks/articles/unilever-mccormick-strike-merger-134017782.html) (2026-03-31T13:40:17Z) · Yahoo Finance · tags: #geopolitics

### 利率 / 債券
- [Stock market is in for 'choppy, bumpy ride' in 2026, strategist says. Why it pays to stay invested](https://www.cnbc.com/2026/04/01/investors-stock-market-volatility.html) (2026-04-01T19:28:49Z) · CNBC Top News · tags: #rates #equities
- [The growing crackdown on corporate child exploitation](https://www.ft.com/content/413053e0-4d8c-4fa1-bb04-e98ca7bfcae7) (2026-04-01T11:01:07Z) · FT Markets · tags: #rates #equities
- [Strategy is entering its desperate stretch](https://www.ft.com/content/f301e770-8c45-481f-80d3-0c95ef0892c2) (2026-04-01T05:00:05Z) · FT Markets · tags: #rates

### 外匯
- [Our euro, your solution](https://www.ft.com/content/84afc98d-f1d6-4b62-846a-3271cd2a2224) (2026-04-01T10:17:20Z) · FT Markets · tags: #fx
- [The disappointing dollar](https://www.ft.com/content/a18ddb6a-1887-484e-ab9f-ed706d0d4a5c) (2026-04-01T05:30:04Z) · FT Markets · tags: #fx

### 股市
- [TSA shutdown: GOP leaders Thune and Johnson boost two-track approach to funding DHS](https://www.cnbc.com/2026/04/01/tsa-shutdown-dhs-homeland.html) (2026-04-01T21:09:38Z) · CNBC Top News · tags: #equities
- [Earnings forecasts up, stocks . . . down](https://www.ft.com/content/f2694c02-1f02-4bae-9d89-f1591f75e2db) (2026-04-01T11:02:54Z) · FT Markets · tags: #equities
- [Marvell Technology Soars on Nvidia's $2B Investment. Should You Buy MRVL Stock Here, Too?](https://finance.yahoo.com/markets/stocks/articles/marvell-technology-soars-nvidias-2b-134605289.html) (2026-03-31T13:46:05Z) · Yahoo Finance · tags: #equities
- [Eli Lilly Is Bringing AI-Developed Drugs to Market. Should You Buy LLY Stock to Profit?](https://finance.yahoo.com/sectors/healthcare/articles/eli-lilly-bringing-ai-developed-134440212.html) (2026-03-31T13:44:40Z) · Yahoo Finance · tags: #equities
- [Micron stock continues slide, despite massive data center demand](https://finance.yahoo.com/markets/stocks/article/micron-stock-continues-slide-despite-massive-data-center-demand-134349171.html) (2026-03-31T13:43:49Z) · Yahoo Finance · tags: #equities
- [AMC Stock Is Staging a Technical Rebound. Should You Chase the Rally Here?](https://finance.yahoo.com/markets/stocks/articles/amc-stock-staging-technical-rebound-134322414.html) (2026-03-31T13:43:22Z) · Yahoo Finance · tags: #equities
- [OpenAI Just Pulled the Plug on Sora. Is This AI Stock the Biggest Winner?](https://finance.yahoo.com/sectors/technology/articles/openai-just-pulled-plug-sora-134000717.html) (2026-03-31T13:40:00Z) · Yahoo Finance · tags: #equities

### 宏觀
- [FirstFT: Chinese government bonds resilient amid global debt sell-off](https://www.ft.com/content/75ffaa22-cec0-4e45-a43e-26de5d50efd9) (2026-04-01T21:37:00Z) · FT Markets · tags: #macro
- [SpaceX filing kicks off largest IPO process in history](https://www.ft.com/content/c212f37a-031c-4475-b728-da053820a1bb) (2026-04-01T21:30:18Z) · FT Markets · tags: #macro
- [Tiger Woods won't captain 2027 Ryder Cup team as golf future remains uncertain](https://www.cnbc.com/2026/04/01/tiger-woods-golf-future-uncertain-recovery-crash.html) (2026-04-01T21:21:24Z) · CNBC Top News · tags: #macro
- [LNG powerhouse Australia leans on export strength to weather energy shock](https://www.ft.com/content/39cc02b4-062c-4878-966e-9e06ab3e6f1e) (2026-04-01T21:00:09Z) · FT Markets · tags: #macro
- [Walmart-owned Sam's Club raises its annual membership fee to $60](https://www.cnbc.com/2026/04/01/sam.html) (2026-04-01T20:46:37Z) · CNBC Top News · tags: #macro
- [Trump is paying TSA agents — but where is the money coming from?](https://www.cnbc.com/2026/04/01/tsa-trump-dhs-shutdown-airports.html) (2026-04-01T20:28:56Z) · CNBC Top News · tags: #macro
- [Eli Lilly opposes push to pass Trump's drug pricing deals into law, CEO says](https://www.cnbc.com/2026/04/01/eli-lilly-opposes-trump-mfn-drug-pricing-law-ceo-ricks-says.html) (2026-04-01T18:23:44Z) · CNBC Top News · tags: #macro
- [SpaceX confidentially files for IPO, setting stage for record offering](https://www.cnbc.com/2026/04/01/spacex-confidentially-files-for-ipo-setting-stage-for-record-offering.html) (2026-04-01T18:20:27Z) · CNBC Top News · tags: #macro
- [Trump calls U.S. 'STUPID' for birthright citizenship after attending Supreme Court arguments](https://www.cnbc.com/2026/04/01/trump-supreme-court-birthright-citizenship.html) (2026-04-01T16:45:51Z) · CNBC Top News · tags: #macro
- [FDA approves Eli Lilly's GLP-1 pill, opening the next phase of the weight loss drug market](https://www.cnbc.com/2026/04/01/eli-lilly-glp-1-pill-foundayo-approved-for-obesity.html) (2026-04-01T16:40:15Z) · CNBC Top News · tags: #macro
- [Visa launches new AI tools to manage the charge dispute process](https://www.cnbc.com/2026/04/01/visa-ai-tools-dispute-management.html) (2026-04-01T15:26:51Z) · CNBC Finance · tags: #macro
- [US secures rare earths supply as part of $565mn loan to Brazil mining group](https://www.ft.com/content/1a2e39d0-7433-4d18-8ebe-59ccc80f6762) (2026-04-01T15:00:05Z) · FT Markets · tags: #macro
- [Pete Hegseth lifts suspension of Kid Rock Army helicopter flyby crews after Trump comments](https://www.cnbc.com/2026/03/31/kid-rock-army-helicopter-suspended.html) (2026-04-01T11:39:58Z) · CNBC Top News · tags: #macro
- [BP should be ‘simpler, stronger and more valuable’, new CEO tells staff](https://www.ft.com/content/5510fc9b-e336-4c69-a428-4a843acc1839) (2026-04-01T07:04:13Z) · FT Markets · tags: #macro
- [MustGrow pivots to US TerraSante growth](https://finance.yahoo.com/sectors/healthcare/articles/mustgrow-pivots-us-terrasante-growth-134100098.html) (2026-03-31T13:41:00Z) · Yahoo Finance · tags: #macro
- [There Is No Housing Shortage: What Legendary Investor Michael Burry Really Thinks Is Wrong with the U.S. Housing Market](https://finance.yahoo.com/economy/policy/articles/no-housing-shortage-legendary-investor-133712457.html) (2026-03-31T13:37:12Z) · Yahoo Finance · tags: #macro
- [Strong Demand Lifted Lam Research Corporation (LRCX) in Q4](https://finance.yahoo.com/markets/stocks/articles/strong-demand-lifted-lam-research-133521612.html) (2026-03-31T13:35:21Z) · Yahoo Finance · tags: #macro
- [What are installment loans & how do they work?](https://finance.yahoo.com/markets/options/articles/installment-loan-022020387.html) (2026-03-31T13:33:42Z) · Yahoo Finance · tags: #macro
- [Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals](https://www.cnbc.com/2026/03/31/huawei-annual-report-2025-cloud-computing-revenue.html) (2026-03-31T12:00:01Z) · CNBC Finance · tags: #macro
- [Three niche commodity prices are surging. What they show about China's grip on supply chains](https://www.cnbc.com/2026/03/31/commodities-price-of-tungsten-sulfur-and-helium.html) (2026-03-31T05:29:11Z) · CNBC Finance · tags: #macro