-- 周二午盘交易中,美国股市涨跌互现,标普500指数和纳斯达克综合指数均出现下滑。半导体股暴跌拖累科技股走低,而中东地缘政治局势恶化则提振了原油期货价格。 纳斯达克综合指数下跌1.3%,收于24,568.2点;标普500指数下跌0.7%,收于7,124.6点。道琼斯工业平均指数(主要由传统经济板块股票组成)上涨0.2%,收于49,259.3点。 据《华尔街日报》周一晚间援引知情人士报道,微软(MSFT)支持的OpenAI近期未能实现其新增用户和营收目标。报道援引知情人士的话称,首席财务官莎拉·弗莱尔(Sarah Friar)表示担忧,如果销售额增长速度不够快,OpenAI可能无力支付未来的计算合同费用。 据Finviz汇编的数据显示,市值超过2000亿美元的公司中,表现最差的主要是半导体公司,包括Arm Holdings (ARM)、Applied Materials (AMAT)、Lam Research (LRCX)、Arista Networks (ANET)和Advanced Micro Devices (AMD)。 与此同时,据阿联酋通讯社报道,阿联酋将于5月1日起退出石油输出国组织(欧佩克)及其扩大版欧佩克+。 路透社周二援引一位不愿透露姓名的美国官员的话报道称,伊朗提出的结束中东战争的最新方案仍未获得美国总统唐纳德·特朗普的支持,导致这场致命冲突持续陷入僵局。 西德克萨斯中质原油期货上涨3.6%,至每桶99.80美元;布伦特原油期货上涨2.6%,至每桶111.08美元。
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First Quantum Minerals Swings to a Loss in the First Quarter
First Quantum Minerals (FM.TO) reported a first-quarter loss despite higher revenue, as the company continues to face operational challenges linked to the Middle East conflict and its impact on supply chains.The company posted an adjusted loss, excluding most one-time items, of US$147 million, or US$0.18 per share, compared with an adjusted profit of US$5 million, or US$0.01, in the prior-year period. It missed FactSet analysts estimates of US$0.03 in earnings per share.Revenue for the three months ended March 31, rose 18% year over year to US$1.40 billion from US$1.19 billion a year earlier.. It exceeded FactSet estimates of US$1.36 billion.For 2026, the company raised its copper production guidance to 405,000-475,000 tonnes. Gold production guidance was lowered to 150,000-175,000 ounces from 175,000-200,000 ounces, reflecting a delay in the transition of Guelb Moghrein to a gold operation to 2027, partially offset by expected gold output from processing stockpiled ore at Cobre Panama."Our long standing investments in innovation and electrification, including trolley-assist, continue to structurally reduce fuel intensity and our sites are advancing additional initiatives to further improve efficiency. We expect the increases in fuel prices to impact our cost base in the second quarter," said chief executive Tristan Pascall. Quantum.The company said it expects to produce between 405,000 - 475,000 tonnes of copper this year, up from in January estimate of 375,000 - 435,000 tonnes, including 30,000 to 40,000 tonnes from Cobre Panama as it readies to resume processing stockpiled ores. It lowered its gold production guidance to 150,000 - 175,000 ounces from its prior 175,000 - 200,000 ounce estimate. Its nickel production guidance was unchanged.The company's shares closed down $1.63 at $34.29 on Toronto Stock Exchange.
United Therapeutics Insider Sold Shares Worth $5,688,319, According to a Recent SEC Filing
James Edgemond, CFO and Treasurer, on April 27, 2026, sold 10,000 shares in United Therapeutics (UTHR) for $5,688,319. Following the Form 4 filing with the SEC, Edgemond has control over a total of 18,876 common shares of the company, with 18,876 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1082554/000163617826000013/xslF345X05/primarydocument.xml
Research Alert: Bkng: Q1 Beat Overshadowed By Lower Full-year Growth Expectations
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BKNG reported EPS of $1.14, up 14% and beating the $1.09 consensus, while revenue grew 16% to $5.5B, meeting consensus. Adjusted net income margin declined 80 bps to 16.4% due to strategic U.S. investments and Middle East conflict headwinds, though gross bookings expanded 15% to $53.8B. The quarter reinforced BKNG's competitive positioning with continued market share gains and margin expansion despite geopolitical disruption. Management reduced full-year guidance to high-single-digit to low-double-digit gross bookings growth and high-single-digit revenue growth, with Q2 expecting 2%-4% room night growth. The company returned $3.6B through repurchases and declared a $0.42 dividend, while implementing a 25-for-1 stock split effective April 2, 2026. We view the guidance reduction as prudent given near-term uncertainty, though the key question remains whether this reflects temporary geopolitical disruption or more structural travel demand softness.