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中东和平协议前景看好,油价下跌推动美国股指期货盘前走高。

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-- 周三盘前,美国股指期货走高,原因是油价下跌,且据报道美伊和平协议即将最终敲定。 道琼斯工业平均指数期货上涨0.9%,标普500指数期货上涨0.8%,纳斯达克指数期货上涨1.3%。 据Axios报道,白宫认为,它即将与伊朗就一份旨在结束冲突并为更详细的核谈判建立框架的一页纸谅解备忘录达成协议。该报道援引了两位美国官员和另外两位了解此事的消息人士的话。 唐纳德·特朗普总统在Truth Social网站上发帖称,他已暂停“自由计划”(Project Freedom),这是一项护送船只通过霍尔木兹海峡的军事行动,以观察能否与伊朗签署协议。 交易员密切关注最新一轮财报,AMD (AMD) 公布了超出预期的第一财季业绩,并发布了乐观的第二财季营收展望。华特迪士尼 (DIS) 公布的第二财季调整后盈利和营收也均高于分析师预期。 油价走低,近月全球基准北海布伦特原油下跌6.9%,至每桶102.28美元;美国西德克萨斯中质原油下跌7.7%,至每桶94.45美元。 ADP公布的全国就业报告显示,4月份私营部门就业人数增加10.9万人,低于彭博社调查中预期的12万人。 圣路易斯联邦储备银行行长阿尔贝托·穆萨莱姆将于美国东部时间上午9:30发表讲话,芝加哥联邦储备银行行长奥斯坦·古尔斯比将于美国东部时间下午1点发表讲话。 在其他国际市场,日本日经指数因公众假期休市。香港恒生指数收盘上涨1.2%,中国上证综指收盘上涨1.2%。与此同时,英国富时100指数上涨2.2%,德国DAX指数在欧洲午后交易时段上涨1.8%。 在股票方面,AMD和迪士尼的股价分别上涨16%和5.5%,此前两家公司公布了最新的季度财务业绩。据The Information援引知情人士的消息报道,Alphabet(GOOG,GOOGL)的股价上涨1.7%,此前该公司旗下的谷歌云获得了Anthropic公司2000亿美元的计算能力和处理器采购承诺。 另一方面,尽管Arista Networks(ANET)公布了第一季度非GAAP盈利和营收增长,但其股价仍下跌了9.1%。受油价下跌影响,能源巨头埃克森美孚(XOM)和雪佛龙(CVX)的股价分别下跌了3.6%和3.7%。

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UK Shares Rally on Potential End to War; Smith & Nephew Shares Fall

London's FTSE 100 closed 2.15% higher on Wednesday on signs of a potential US-Iran deal to end the war, while expansion across the UK's private sector accelerated."Trump announced a temporary pause to 'Project Freedom,' a naval operation in the Strait of Hormuz, indicating a potential de-escalation. Oil prices declined following the announcement and continued to fall overnight, driven by expectations of progress toward a peace deal with Iran, as hinted by Trump. Trump's upcoming visit to China adds further complexity, given Beijing's close ties with Tehran and its economic reliance on oil transit through the strait," Danske Bank said.Back home, Britain's private sector output growth accelerated in April, indicating a moderate rise in manufacturing production and in services sector activity, data from S&P Global showed. The seasonally adjusted S&P Global UK PMI Composite Output Index rose to 52.6 from 50.3 in March. The flash estimate stood at 52."[This] improvement could easily prove short-lived as new business intakes remained subdued in comparison to the start of 2026," S&P Global Market Intelligence Economics Director Tim Moore said. "Survey respondents widely noted that the Middle East conflict and subsequent global supply chain disruptions had weighed heavily on business and consumer confidence."In corporate news, alcoholic beverage company Diageo (DGE.L) climbed 6.34% after affirming its fiscal 2026 guidance and logging a 2.3% yearly increase in net sales for the fiscal third quarter ended March 31 to $4.48 billion."While the spirits environment remains challenging, particularly in the US, Diageo's refreshed strategy and increased reinvestment should support a medium-term growth acceleration, we believe," BofA Global Research said. "The US remains a key headwind, with limited visibility on the timing and pace of a recovery, but performance elsewhere in the group is solid. We see further upside from accelerated deleveraging."On the downside, medical device manufacturer Smith & Nephew (SN.L) dropped 3.58% after launching a $500 million share repurchase program, maintaining its outlook for full-year 2026, and posting growth in first-quarter revenue to $1.50 billion from $1.41 billion."We expect investors to be incrementally reassured by the in-line revenue delivery in Q1 and the $500m share buyback programme. However, we do not see these results as materially de-risking 2026 guidance at this stage, and we continue to see potential downside to guidance in future periods," RBC Capital Markets said.

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Research Alert: CFRA Maintains Sell Rating On Shares Of Vornado Realty Trust

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target by $1 to $26, 11.7x our 2026 FFO per share view. This is above office REIT peers but below VNO's three-year average forward multiple (13.6x), as negative re-leasing spreads and high vacancy levels remain despite an improving office outlook. We lower our 2026 FFO view by $0.07 to $2.22 and raise 2027's by $0.08 to $2.40. There is now increased uncertainty around whether the 350 Park Avenue redevelopment will move forward; it was the first specific item mentioned by management on the call. Citadel will ultimately decide whether the $4.5B project moves forward following a public spat with the NYC Mayor. We note that Verizon will not be building out its PENN 2 lease and has chosen to sublet the space, indicating a recent change in plans. Both PENN 1 and PENN 2 have already completed the heavy lifting for leasing, with financial benefits expected in early 2027. VNO's Park Avenue Plaza acquisition is expected to be accretive this year, with rents 40%-50% below market providing future upside.

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Suncor Energy Maintained at Buy at TPH Following Q1 Results; Price Target at C$105.00

Tudor, Pickering, Holt on Wednesday maintained its buy rating on the shares of Suncor Energy (SU.TO, SU) with a C$105.00 price target following first-quarter results from the oil producer and refiner."Suncor posted Q1 beats across the board, with downstream throughput/product sales primarily driving better AFFO vs. consensus, with better-than-expected capex further supporting a clean FCF beat. Headline Q1 metrics included beats on AFFO/shr (C$3.39 vs. TPHe/Street C$3.34/3.29) and capex (C$1.08B excl. capitalized interest vs. TPHe/Street C$1.19B/1.22B), which together drove the beat on FCF (C$2.91B vs. TPHe/Street C$2.76B/$2.69B). The beat vs. our model on AFFO owed mainly to much greater Downstream performance with 498mbpd throughput coming in well north of TPHe/Street 477/472, representing 97% utilization on the newly rerated 511mbpd nameplate capacity; C$1.98B AFFO was slightly above TPHe C$1.87B but well north of Street C$1.61B. On Upstream ops, 875mbopd came in modestly below our model but also well above Street, comparing to TPHe/Street 880/868, with the delta vs. TPHe driven by Oil Sands production of 799mbopd vs. TPHe 805, with Syncrude maintenance offsetting record Fort Hills; C$2.89B AFFO vs. TPHe/Street C$2.94B/C$2.83B. E&P was in-line on volumes vs. our model but again well north of Street, at 76mbopd vs. TPHe/Street 75/62; C$0.56B AFFO vs. TPHe/Street $0.41B/C$0.35B," analyst Jeoffrey Lambujon wrote.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $88.79, Change: $-6.26, Percent Change: -6.59%

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