据消息人士称，俄罗斯总统特使德米特里耶夫正在美国，与美国总统特朗普政府的成员会晤，讨论乌克兰问题和经济合作。德米特里耶夫的此次访问正值美国对俄罗斯石油的制裁豁免将于4月11日到期之际。

南向资金今日大幅净买入125.93亿元。港股通（沪）方面，盈富基金、阿里巴巴-W分别获净买入41.48亿港元、11.04亿港元；中国海洋石油净卖出额居首，金额为3.11亿港元；港股通（深）方面，盈富基金、南方恒生科技分别获净买入14.81亿港元、4.49亿港元；阿里巴巴-W净卖出额居首，金额为1.64亿港元。

The yuan could strengthen further against the dollar this year after outperforming expectations, according to ING. The bank cuts its 2026 USD/CNY forecast range to 6.70–7.05 from 6.85–7.25. ING notes the yuan is up about 2.3% year-to-date, outpacing most Asian peers, with policymakers appearing more tolerant of gradual appreciation. While risks are balanced, gains are likely capped near 6.70 unless fresh catalysts emerge.