-- 周四午盘交易中,美国股市指数下跌,投资者正在评估季度财报,同时华盛顿和德黑兰在霍尔木兹海峡的重新开放问题上仍僵持不下。霍尔木兹海峡是全球约五分之一原油运输的咽喉要道。 纳斯达克综合指数下跌0.9%,至24443.5点;道琼斯工业平均指数下跌0.6%,至49181.9点;标普500指数下跌0.5%,至7098.8点。 金融和科技板块领跌,而公用事业和工业板块则位列涨幅榜前列。 电动汽车制造商特斯拉(TSLA)发布了高于预期的2026年资本支出指引后,其股价下跌3.8%。据TechCrunch报道,这家电动汽车制造商计划今年支出250亿美元,而2025年则为85亿美元。 奥本海默在一份报告中指出,ServiceNow (NOW)公布了强劲的第一季度业绩,但内生性收入增长放缓以及利润率前景略微走弱,对其整体业绩预期构成压力。ServiceNow股价下跌18.6%,成为标普500指数中表现最差的股票。 国际商业机器公司(IBM)公布季度业绩后,股价下跌10%,成为道琼斯指数中跌幅最大的股票。CFRA在一份报告中指出,IBM软件业务增速(按固定汇率计算)从第四季度的11%和第三季度的9%放缓至8%,这对空头来说是一个“潜在的危险信号”。 德州仪器(TXN)股价上涨近19%,成为标普500指数和纳斯达克指数中表现最佳的股票之一。此前,该公司公布了高于市场预期的第一季度盈利和收入,并发布了高于市场普遍预期的第二季度业绩指引。 联合租赁公司 (URI) 股价上涨 22%,成为标普 500 指数中涨幅最大的股票。此前该公司公布了第一季度调整后盈利和营收双双增长,并上调了 2026 年销售预期。 据特朗普总统周四在其 Truth Social 网站上发布的消息,他已下令美国海军“击沉”任何在霍尔木兹海峡布雷的船只。路透社报道称,同一天,伊朗发布了一段视频,视频中突击队员强行闯入一艘名为“MSC Francesca”的货船,以此炫耀其对霍尔木兹海峡的控制。 美国和伊朗仍处于僵局。只要美国海军继续封锁伊朗港口,华盛顿拒绝解除封锁,德黑兰就拒绝就和平协议进行谈判。《华尔街日报》报道称,调解人正努力使外交进程重回正轨,包括安排交战双方最早于周五举行会晤。 西德克萨斯中质原油期货上涨2.8%,至每桶92.13美元;布伦特原油期货上涨1.7%,至每桶103.63美元。 贵金属方面,黄金期货价格持稳于每盎司4751.5美元;白银期货价格下跌2%,至每盎司76.44美元。 经济新闻方面,截至4月18日当周,美国首次申请失业救济人数升至21.4万人,高于此前向上修正后的20.8万人,而彭博社汇总的调查结果显示预期值为21万人。 与此同时,标普全球4月份制造业景气指数初值升至54.0,创47个月新高,高于3月份的52.3,而彭博社汇总的调查结果显示预期值为52.5。 美国国债收益率涨跌互现,10 年期国债收益率上涨 4.3 个基点至 4.34%,2 年期国债收益率上涨 3.5 个基点至 3.83%。
Related Articles
Hongqiao Aluminum's Profit Jumps 38%, Revenue Up 3%
Shandong Hongqiao Aluminum Industry (SHE:002379) reported a 38% jump in attributable net profit in the first quarter of 2026 to 6.76 billion yuan from 4.91 billion yuan, according to a filing on the Shenzhen Stock Exchange over the weekend.Diluted earnings per share rose to 0.5186 yuan from 0.3770 yuan.The aluminum company's revenue edged up 3.21% to 40.9 billion yuan from 39.7 billion yuan.
Cofoe Medical Technology Seeks Up to HK$1.06 Billion in Hong Kong IPO
Cofoe Medical Technology (HKG:1187, SHE:301087) launched its Hong Kong initial public offering on Monday, seeking to raise up to about HK$1.06 billion from the deal.The China-based home care medical device provider is offering 27 million H-shares at a maximum offer price of HK$39.33 per share, according to a Hong Kong bourse filing.The offering comprises 2.7 million shares for Hong Kong investors and 24.3 million shares for international investors, subject to reallocation.The offer price is expected to be determined by May 4, with allocation results due by May 5, ahead of the company's planned trading debut on May 6.Net proceeds will be used mainly to support global expansion and strengthen overseas sales channels, as well as advance product research and development.The funds will also be used to expand domestic distribution networks, enhance branding and marketing efforts, and for working capital and general corporate purposes.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are acting as joint sponsors.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are serving as overall coordinators and are also acting as joint bookrunners and joint lead managers, alongside Futu Securities International (Hong Kong).
CMOC Group's Q1 Profit Nearly Doubles as Revenue Jumps 44%
CMOC Group (SHA:603993, HKG:3993) reported a 97% jump in attributable net profit in the first quarter of 2026 to 7.76 billion yuan from 3.95 billion yuan a year ago, according to filings on the Shanghai and Hong Kong bourses over the weekend.Diluted earnings per share doubled to 0.36 yuan from 0.18 yuan.The copper and cobalt producer's revenue edged up 44% to 66.4 billion yuan from 46 billion yuan.