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午間要聞：GameStop 以 555 億美元收購 eBay；亞馬遜推出供應鏈服務

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-- 週一上午交易時段，美國三大股指均下跌。此前，美國總統川普週末宣布了一項計劃，旨在由美國引導其他國家的貨船安全通過霍爾木茲海峽。 公司新聞方面，GameStop (GME) 週日表示，已提交一份不具約束力的收購要約，擬以每股 125 美元的價格收購 eBay (EBAY) 的所有流通股。該公司表示，這項總額達 555 億美元的收購方案將以現金和股票各佔一半的方式進行，其中現金部分將由公司儲備金以及 TD Securities 提供的最高 200 億美元的潛在融資支持。 GameStop 股價午盤下跌 7.9%，而 eBay 股價上漲 5.7%。 亞馬遜 (AMZN) 週一宣布推出亞馬遜供應鏈服務，向企業開放其物流網路。該公司表示，這項新服務將亞馬遜的貨運、配送、倉儲和包裹運輸能力擴展到零售、批發和商業企業。此外，亞馬遜支援的Anthropic公司與黑石集團(BX)和高盛集團(GS)共同成立了一家獨立的商業服務公司，旨在將Claude人工智慧平台整合到其核心業務運作中。亞馬遜股價上漲1.5%，而聯邦快遞(FDX)和聯合包裹服務公司(UPS)的股價分別下跌9.3%和9.9%。黑石集團股價下跌0.9%，高盛股價下跌2.3%。 美國運通全球商務旅行(American Express Global Business Travel)由全球商務旅行集團(Global Business Travel Group, GBTG)運營，該公司週一宣布已與Long Lake Management達成最終協議，將以每股9.50美元的價格被收購，交易總額約為63億美元，全部以現金支付。全球商務旅行集團股價上漲57.3%。 ADT（ADT）週一宣布，已完成1.02億股普通股的二次公開發行定價。這些股份由阿波羅全球管理公司（APO）旗下關聯公司管理的若干實體出售，代表了所有出售股東剩餘的股份。此次發行預計將於5月5日完成，但需滿足慣例成交條件。 ADT股價下跌6.4%，阿波羅股價下跌0.3%。 挪威郵輪（NCLH）週一公佈了第一季調整後每股收益為0.23美元，高於去年同期的0.10美元，也高於FactSet預期的0.14美元。第一季總營收為23.3億美元，高於去年同期的21.3億美元，但低於FactSet預期的23.6億美元。該公司預計第二季調整後每股收益為0.38美元，低於FactSet預期的0.51美元。該公司將2026財年全年調整後每股收益預期從先前預測的2.38美元下調至1.45美元至1.79美元。 FactSet調查的分析師預期為2.10美元。挪威郵輪股價下跌8.7%。

Price: $24.44, Change: $-2.09, Percent Change: -7.88%

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