-- 周二早盘,由于美伊停火协议有望维持,油价走低,此前周一波斯湾暴力冲突有所缓和,油价上涨势头回落。 6月交割的西德克萨斯中质原油期货价格下跌3.48美元,至每桶102.94美元,此前周一上涨4.4%;7月交割的布伦特原油期货价格下跌1.85美元,至每桶112.59美元。 周一,伊朗袭击了位于阿曼湾的阿联酋富查伊拉石油港,伊朗战争的敌对行动升级。自2月28日战争爆发以来,该港口一直在持续出口石油,尽管波斯湾的石油供应仍然被困在霍尔木兹海峡。伊朗还向美国军舰开火,声称用两枚导弹击中了一艘美国军舰,但美国军方否认了这一说法。 美国随即对伊朗快艇发动袭击,与此同时,特朗普总统表示,美国将开始引导船只通过霍尔木兹海峡。路透社报道称,悬挂美国国旗的汽车运输船“联盟费尔法克斯”号(Alliance Fairfax)周一在美军护航下通过了霍尔木兹海峡。 尽管发生了袭击事件,但据报道,美国国防部长皮特·赫格塞斯在周二上午的新闻发布会上表示,停火协议仍然有效,并承诺将继续努力开放霍尔木兹海峡。 然而,这场战争造成了有史以来最大的石油供应冲击,霍尔木兹海峡的关闭阻断了波斯湾的石油出口,而波斯湾的石油供应占每日石油需求的20%,这使得油价维持在接近四年高位的水平。尽管美国努力重新开放这条水道,但在达成和平协议之前,油价不太可能有所缓解。 盛宝银行(Saxo Bank)指出:“尽管美国计划恢复航运,但安全风险可能导致这条航线在美伊达成协议之前一直关闭,这将持续引发人们对能源价格的担忧。”
Related Articles
Firefly Aerospace Sees Growing Demand, Lunar Tailwinds, Morgan Stanley Says
Firefly Aerospace (FLY) is seeing growing demand beyond its launch business and a strengthening lunar outlook following NASA's Artemis strategy shift, while an early Golden Dome award adds to potential opportunities, Morgan Stanley said in a note Tuesday, while cautioning that risks remain.Firefly is increasingly seen as more than a launch company, and NASA's revised lunar exploration plans are expected to support demand.The company is also investing to meet that demand, including building a new lunar lander cleanroom about four times the size of its current footprint, the investment firm said.Morgan Stanley said, however, that while the growing demand is encouraging, technical and execution risks remain, and noted the company's valuation is at a premium to peers with some success already priced in. It added that NASA's updated lunar plans are promising but still at an early stage.The investment firm maintained its equal-weight rating on Firefly Aerospace and raised its price target to $37 from $33.Shares of Firefly were down nearly 2% in Tuesday trading.Price: $32.80, Change: $-0.57, Percent Change: -1.71%
Fortune Brands Innovations Likely to Remain in 'Weak Competitive Position' After Expected Q1 Miss, Oppenheimer Says
Fortune Brands Innovations (FBIN) is likely to remain in a "weak competitive position" for at least several quarters following an expected miss on Q1 earnings, Oppenheimer said in a Tuesday note.The company's water business lost market share in Q1 and could continue throughout the year amid a management transition, the investment firm said. Other Q1 headwinds included weak single-family housing starts and weather issues that weighed on its outdoor business, Oppenheimer added.Fortune Brands Innovations has missed Wall Street EPS expectations for two consecutive quarters and its operating margin is down 350 basis points from 2019, the brokerage noted."While these miscues can be put on the old management team, they are factors the new leadership will need to handle," Oppenheimer saidFortune Brands Innovations is scheduled to release its Q1 results on Thursday.Oppenheimer maintained its perform rating on Fortune Brands Innovations.Price: $38.54, Change: $+0.44, Percent Change: +1.15%
PayPal Targets More Than $1.5 Billion in Cost Cuts; Payments Firm Maintains Earnings Outlook
PayPal (PYPL) said it was targeting at least $1.5 billion in cost cuts over the next few years, while the payments company maintained its full-year earnings outlook.Last week, PayPal said it would reorganize into three businesses to streamline its operations. Those units are checkout solutions and PayPal, consumer financial services and Venmo, and payment services and crypto."We are realigning the organization to sharpen strategic focus, eliminate duplications, and remove layers," Chief Financial Officer Jamie Miller said during an earnings call on Tuesday, according to a FactSet transcript. "In parallel, we will be accelerating efforts to deploy (artificial intelligence) and automation across our operations and technology platform."These initiatives, combined, will drive at least $1.5 billion in gross savings over the next two to three years, Chief Executive Enrique Lores told analysts."Looking ahead, we expect to deploy these cost savings to reinvest in growth and respond to business headwinds, improving our overall financial profile over time," Miller said. "During 2026 and into 2027, we will be transitioning teams, establishing new ways of working and building systems and processes to run the business."PayPal continues to expect its 2026 non-GAAP earnings to be down low-single digits to "slightly positive," compared to last years' $5.31 tally. The FactSet-polled consensus is for $5.31.The stock plunged 8.7% intraday Tuesday, and is down 21% since the start of the year.For the ongoing quarter, the company expects non-GAAP EPS to decline by a high-single digit, or approximately 9%, from $1.40 a year earlier. Analysts are looking for $1.34.The company's non-GAAP earnings increased to $1.34 in the first quarter from $1.33 a year earlier, compared with Wall Street's $1.27 view. Net revenue improved 7% to $8.35 billion, ahead of the Street's view for $8.05 billion.Price: $46.06, Change: $-4.33, Percent Change: -8.59%