-- 中游服务公司Enterprise Product Partners (EPD)周二公布的第一季度财报显示，天然气进口处理量创历史新高，这主要得益于二叠纪盆地工厂进口流量增长9%，达到每日83亿立方英尺。 该公司表示，海运码头吞吐量也创下历史新高，增长15%至每日230万桶，天然气凝析液产量增长16%至每日190万桶。 该公司表示，2026年开局强劲，处理量打破了12项运营纪录，这得益于过去一年新资产的投产，例如巴伊亚天然气凝析液管道、14号天然气凝析液分馏装置以及三座二叠纪盆地天然气加工厂。 Enterprise Product Partners在本季度投产了Mentone West 2天然气加工厂，并宣布计划在米德兰盆地和特拉华盆地建设两座日处理能力为3亿立方英尺的天然气加工厂。该公司表示，这两个项目将使天然气处理能力提高12%。 该公司称，本季度资本投资总额为9.88亿美元，其中7.83亿美元用于增长型资本项目，2.05亿美元用于维持性资本支出。 该公司表示，预计2026年增长型资本支出将在23亿美元至26亿美元之间，扣除资产出售所得的5.96亿美元后，净额将达到23亿美元至26亿美元。
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Sectors
Sector Update: Tech Stocks Fall Late Afternoon
Tech stocks fell late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) dropping 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) slumping 4.4%.The Philadelphia Semiconductor index shed 3.3%.In corporate news, OpenAI recently missed its own targets for new users and revenue, the Wall Street Journal reported late Monday, citing people familiar with the matter. Tech bellwether Nvidia (NVDA) fell 1.2%, Broadcom (AVGO) dropped 4.2%, Advanced Micro Devices (AMD) shed 3.1%, Oracle (ORCL) lost 3.6%, and Intel (INTC) declined 1.4%.Lam Research (LRCX), Applied Materials (AMAT) and KLA (KLAC) were among the chip equipment companies believed to have received a letter last week from the US Department of Commerce ordering them to halt certain tool shipments to China's second-largest chipmaker Hua Hong, Reuters reported. Lam declined 3%, Applied Materials dropped 5.1%, and KLA shed 4.1%.Amazon.com (AMZN) plans to make OpenAI's artificial intelligence models available to its customers after Microsoft (MSFT) relinquished its exclusive rights to resell the ChatGPT maker's products, Bloomberg reported Tuesday, citing Amazon Web Services CEO Matt Garman in a Bloomberg Television interview. Amazon shares were down 0.6%, and Microsoft rose 0.6%.Spotify Technology (SPOT) reported stronger-than-expected Q1 profit, but its premium subscriber growth and outlook disappointed investors. The stock fell 12%.
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Research
Research Alert: Paccar: Q1 Eps Match Expectations; Class-8 Outlook Reiterated
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PCAR's Q1 results matched consensus with operating EPS of $1.15 vs. $0.96 in the prior year, supported by the absence of litigation charges that impacted Q1 2025. New truck deliveries fell 7K units to 33.1K globally, with North American Class-8 shipments declining while Europe showed strength. The Parts business managed positive expansion despite truck sales softness, benefiting from strategic investments in distribution infrastructure. Management maintained an upbeat tone on customer demand trends, though their North American outlook for retail Class-8 truck sales remained unchanged from Q4. PCAR generated healthy operating cash flow of $972M vs. $910M and maintained a strong balance sheet, in our view. Management projected full-year capex of ~$750M and R&D expenses of ~$475M for next-generation powertrains. We see the unchanged shipment projections as a signal that management is not entirely confident an inflection is occurring stronger than previously anticipated.
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Australia
Erasca Shares Fall After Preliminary Phase 1 Dose Escalation Data
Erasca (ERAS) shares fell 48% Tuesday after the company reported preliminary phase 1 dose-escalation data for its experimental ERAS-0015 in patients with RAS-mutant solid tumors, including colorectal cancer, non-small-cell lung cancer and pancreatic adenocarcinoma.The preliminary data, from ongoing trials in the US and China, suggest ERAS-0015 may be combined with standard-of-care doses of panitumumab, positioning it as a potential backbone therapy for future combination regimens, the company said.The therapy was generally "well tolerated," with no dose-limiting toxicities or treatment discontinuations due to adverse events, according to a statement.Erasca said it selected 24 mg and 32 mg once daily as recommended doses for further study and said the drug showed "promising clinical potential" for combination use with panitumumab.In a regulatory filing, the company said a patient, who was a 66 year-old male with heavily pretreated metastatic pancreatic adenocarcinoma, had died. The company said grade 3 treatment-related adverse events of pneumonitis progressed to grade 5 following withdrawal of supportive care per patient decision.Price: $9.96, Change: $-9.20, Percent Change: -48.02%
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