-- 周一早盘,亚洲股市在美国交易,美国存托凭证(ADR)本周开盘走高,标普亚洲50 ADR指数上涨0.80%,至2811.45点。 北亚方面,领涨的股票包括诊断影像中心公司康科德医疗(CCM)和朋友科技(JF),分别上涨20%和3.3%。紧随其后的是移动大数据平台极光移动(JG)和科技公司迅雷(XNET),分别上涨2.9%和2.4%。 北亚方面,领跌的股票包括旅游公司途牛(TOUR)和半导体公司海麦克斯科技(HIMX),分别下跌6.6%和5%。紧随其后的是媒体公司凤凰新媒体(FENG)和品牌平台36氪(KRKR),分别下跌4.8%和1.6%。 南亚股市领涨的股票包括计算机硬件制造商 Canaan (CAN) 和电信运营商印尼电信 (TLK),分别上涨 3.4% 和 1.6%。紧随其后的是 ICICI 银行 (IBN) 和 HDFC 银行 (HDB),分别上涨 0.3% 和 0.2%。 南亚股市跌幅居前的股票包括科技公司 Trident Digital Tech (TDTH) 和制药公司 Dr. Reddy's Laboratories (RDY),分别下跌 2.9% 和 1.4%。IT 公司 Infosys (INFY) 和科技集团 Sea (SE) 也分别下跌 0.1%。
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Sector Update: Energy
Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index increasing 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) up 0.6%.The Philadelphia Oil Service Sector Index was decreasing 0.7%, and the Dow Jones US Utilities Index was shedding 0.7%.In sector news, oil prices rose as as investors weighed military action in the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows. Military tensions were fanning up in Hormuz on Monday, as several ships were struck amid Iranian threats and the US sent in destroyers and fought off further attacks, The Wall Street Journal reported. The skirmishes followed President Donald Trump's initiative to get ships bottled up in the Persian Gulf out through the crucial waterway, the Journal said.Front-month West Texas Intermediate crude oil was rising 3.5% to $105.53 a barrel, and the global benchmark Brent crude contract was advancing 5.7% to $114.28 a barrel. Henry Hub natural gas futures rose 3.7% to $2.88 per 1 million BTU.In corporate news, Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a note. UBS kept a buy rating on the stock and increased its price target to $220 from $218. Chevron shares were rising 1.5%.
Lam Research Insider Sold Shares Worth $4,635,894, According to a Recent SEC Filing
Neil J Fernandes, Senior Vice President, on May 01, 2026, sold 18,170 shares in Lam Research (LRCX) for $4,635,894. Following the Form 4 filing with the SEC, Fernandes has control over a total of 67,144 common shares of the company, with 66,129 shares held directly and 1,015 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/707549/000070754926000024/xslF345X05/wk-form4_1777915449.xmlPrice: $259.38, Change: $+2.74, Percent Change: +1.07%
Research Alert: CFRA Maintains Sell Opinion On Shares Of Weyerhaeuser Company
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $21, 39.6x our 2027 EPS estimate, a discount to WY's three-year average forward P/E of 59.7x based on the outlook for depressed profitability in 1H 2026. We increase our 2026 adjusted EPS by $0.05 to $0.16 and decrease 2027 by $0.17 to $0.53. We note that lumber pricing momentum is positive, driven by mills shutting down over the past two years, which has created vacant supply while waiting for prices to increase. Management noted that the housing market is stuck in second gear with repair and renovation activity currently lacking a clear catalyst for growth. Export markets remain more challenged that last year due to elevated Japanese inventories and increased export costs due to higher energy prices. We believe WY remains overleveraged with lower profitability impacting cash flow generation this year with stronger lumber price realizations likely to increase supply and reduce potential EPS growth for WY in the long term.