-- 周一，受中东局势升级的影响，美国股市收低。霍尔木兹海峡发生袭击事件，推高了原油价格。 * 据美国有线电视新闻网（CNN）援引美国中央司令部的消息报道，周一，伊朗向美国海军舰艇和商船发射了“多枚巡航导弹、无人机和小艇”，之后美军在霍尔木兹海峡“炸毁”了六艘伊朗船只。 * 彭博社汇总的调查显示，美国3月份工厂商品新订单增长1.5%，高于此前预期的0.6%，2月份的增幅修正为0.3%。 * 6月交割的西德克萨斯中质原油期货价格上涨3.32美元，收于每桶105.26美元；7月交割的布伦特原油期货价格上涨5.85美元，收于每桶114.02美元。 * GameStop (GME) 已提出以现金加股票的方式收购 eBay (EBAY)，交易总额约为 555 亿美元。eBay 股价上涨约 5%，成为标普 500 指数中涨幅最大的股票之一，而 GameStop 股价下跌超过 10%。 * 挪威邮轮 (NCLH) 股价下跌近 9%，成为标普 500 指数中跌幅最大的股票。此前，该公司下调了全年盈利预期，原因是燃油成本上涨以及中东战争导致消费者需求疲软，且其第一季度营收低于市场预期。
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Asia
Fletcher Building Flags Ongoing Residential Review, Asset Sales Underway
Fletcher Building (ASX:FBU, NZE:FBU) acknowledged recent media reports about its ongoing strategic review of the residential and development division, including speculation around a potential industrial property sale, but declined to provide further comment, according to a Tuesday filing with the Australian and New Zealand bourses.The company reiterated that the strategic review remains ongoing and that sales processes for industrial land are already underway alongside the Felix Street property divestment, the filing added.
$ASX:FBU$NZE:FBU
Research
Research Alert: Fang: A Strong Q1 Eps Beat On Strong Production
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FANG delivered a strong Q1 EPS beat of $4.23, surpassing consensus by $0.48, driven by production of 979,400 boe/d that rose 15% Y/Y and exceeded Street expectations by 2.7%. Crude oil production of 521,000 b/d topped the high end of guidance despite weather disruptions, achieved with below-midpoint capex of $933M. We think FANG's shift away from a formulaic shareholder return approach is prudent, allowing more flexibility rather than rigid quarterly percentages. The company raised 2026 production guidance to at least 520,000 b/d for crude and 972,000 boe/d total, up from the prior range of 926K-962K boe/d. Free cash flow rose 10% to $1.7B in Q1, though we anticipate a surge in Q2 given WTI's 57% rise since February. FANG returned $548M via buybacks at $167.61/share and raised the dividend 5% to $1.10/share, yielding 2.0%. We believe saving incremental FCF is wise given our expectation that 2027 crude prices may decline after a strong 2026.
$FANG
Oil & Energy
US Oil Update: Futures Rise as Iran Attacks UAE, US Seeks To Reopen Hormuz
Crude oil futures advanced in after-hours trading on Monday, after the US military launched an operation to escort commercial vessels via the Strait of Hormuz, triggering a wave of Iranian missile and drone strikes against the UAE and vessels attempting to cross the waterway.Front-month West Texas Intermediate crude futures gained by 3.14% to $105.14 per barrel, while Brent futures jumped by 5.46% to $114.08/bbl.On Monday, the UAE's Defense Ministry said that Iran had launched 12 ballistic missiles, three cruise missiles, and four UAVs at the country. Fujairah's media office said in a post on X that a large fire was caused at an oil industrial zone in the city after a drone attack from Iran.The drone attack reportedly hit Fujairah's VTTI oil terminal as Tehran steps up strikes in the vicinity of the Hormuz."Iran had no pre-planned intention to attack the Fujairah oil facilities. The incident resulted from US military adventurism to create an illegal passage through restricted areas of the Strait of Hormuz," a senior Iranian military official was quoted as saying in local media.The escalation follows President Trump's announcement on Sunday that the US military would try to restore transit via the Hormuz starting Monday and help stranded vessels exit the strategic waterway.US Central Command said on Monday that two American-flagged merchant vessels transited the Strait, adding that the military is actively working to restore commercial flow.The US military also destroyed six Iranian small boats and intercepted Iranian cruise missiles and drones fired by Tehran as Washington launched an operation to free up shipping via the Hormuz."We've shot down seven small boats or, as they like to call them, 'fast' boats. It's all they have left. Other than the South Korean Ship, there has been, at this moment, no damage going through the Strait," President Trump said in a post on Truth Social.However, the Revolutionary Guards said that no commercial vessels or oil tankers have transited the Hormuz, dismissing the US claims as "baseless and outright false."Earlier, the UAE accused Iran of attacking a vessel affiliated with its state energy firm Adnoc as it attempted to transit the Strait. "The vessel was not carrying any cargo at the time of the incident," Adnoc Logistics & Services, a unit of Adnoc, said in a social media post.The attack on the UAE comes after Iran's Revolutionary Guards Navy issued a map it said was expanding the areas under Tehran's control near the Strait to include the UAE's ports of Fujairah and Khorfakkan, as well as the coast of the UAE's emirate of Umm Al Quwain.Meanwhile, OPEC+ agreed on Sunday to increase oil output by 188,000 barrels per day at its first meeting since the loss of its key member, the UAE. Sultan al Jaber, managing director and Group CEO at Adnoc, said exit from OPEC gives it greater ability to accelerate investment and expand."This increase is unlikely to be realised, given that 55% of it is expected to come from Persian Gulf producers," ING strategists said, adding that this won't happen amid ongoing disruptions in the Strait.