OpenAI 未達用戶與營收目標，引發對其高額支出的質疑，據 The Wall Street Journal。 ChatGPT 未達10億週活目標，營收同樣不及預期。 CFO Sarah Friar 警告，成長恐難支撐龐大資料中心支出，CEO Sam Altman 擴張策略受壓。 IPO在即，加上 Anthropic、Google 競爭加劇，市場審視升溫。

OpenAI misses user and revenue targets, raising doubts over its massive spending push, per The Wall Street Journal. ChatGPT failed to hit its 1B weekly user goal, while revenue also lagged expectations. CFO Sarah Friar warned growth may not keep up with costly data center deals, as CEO Sam Altman fa

美国股市下跌约0.6%，尽管最后时刻延长停火为美伊谈判争取时间，但不确定性仍压制风险偏好。 油价因中东供应风险维持高位，加剧通胀担忧，而零售销售强劲（+1.7%）显示消费仍具韧性。 市场焦点转向财报，包括 AT&T、Boeing 等公司的表现。

U.S. stocks dipped (~0.6%) as uncertainty kept risk appetite weak, despite a last-minute ceasefire extension giving more time for U.S.–Iran talks. Oil stayed elevated on Middle East supply risks, fueling inflation concerns, while strong retail sales (+1.7%) showed resilient demand. Focus now shifts

伊朗议会议长兼首席谈判代表 Mohammad Bagher Ghalibaf 表示，德黑兰不会在“美国威胁的阴影下”进行谈判——这让市场的地缘政治风险持续升温。 伊朗国家媒体也释放强硬信号，但 The Wall Street Journal 报道称，伊朗可能仍将在本周派代表团前往巴基斯坦，暗示或存在“幕后外交”。 对外汇和风险资产而言，这种矛盾信号至关重要：在周三停火到期前，美伊谈判是否重启仍不明朗，预计将使油价维持波动、美元偏强，以及避险资产（如黄金/日元）受到支撑。

Iran’s Parliament Speaker and chief negotiator, Mohammad Bagher Ghalibaf, said Tehran won’t enter talks “under the shadow of U.S. threats”—keeping geopolitical risk elevated for markets. State media reinforced a hardline stance, but a The Wall Street Journal report suggested Iran may still send a de

巴西支付公司 Ebanx 正加速走出拉美，進軍東南亞，已進入泰國、印尼和土耳其，並計劃下一步拓展至馬來西亞和越南。 該公司為 Uber、Shein 等全球平台提供新興市場支付方案，押注電商增長與低信用卡滲透帶來的機會。 目前約65%利潤來自巴西以外市場，Ebanx 正以新加坡為亞洲據點加速擴張，並考慮未來兩年內推動IPO。

Brazil’s Ebanx is expanding beyond Latin America, targeting Southeast Asia with launches in Thailand, Indonesia, and Turkey, and plans for Malaysia and Vietnam next. The payments firm—serving global giants like Uber and Shein—is betting on fast-growing digital commerce in emerging markets, where low

Brazil’s Ebanx is expanding beyond Latin America, targeting Southeast Asia with launches in Thailand, Indonesia, and Turkey, and plans for Malaysia and Vietnam next. The payments firm—serving global giants like Uber and Shein—is betting on fast-growing digital commerce in emerging markets, where low

U.S. President Donald Trump says the Iran war is “very close to over,” according to Maria Bartiromo after a White House interview. Trump expects ceasefire talks with Iran to resume within days despite failed weekend negotiations, while a fragile truce holds until April 21.