-- 周一盘前交易中,标普500指数ETF(SPDR S&P 500 ETF Trust,SPY)下跌0.3%,景顺QQQ ETF(QQQ)下跌0.03%,原因是美伊在霍尔木兹海峡附近紧张局势升级,推高了油价。 美国股指期货也走低,标普500指数期货下跌0.2%,道琼斯工业平均指数期货下跌0.5%,纳斯达克指数期货下跌0.1%。 3月份工厂订单数据将于美国东部时间上午10点公布。 纽约联邦储备银行行长约翰·威廉姆斯预计将于周一发表讲话。 盘前交易中,比特币上涨0.4%。在加密货币ETF中,ProShares比特币策略ETF (BITO)上涨0.6%,以太坊ETF (EETH)上涨1.5%,而比特币和以太坊市值加权ETF (BETH)下跌0.3%。 强势板块: 消费板块 道富消费必需品精选行业SPDR ETF (XLP)下跌0.2%,而先锋消费必需品指数基金ETF (VDC)上涨0.4%。iShares美国消费必需品ETF (IYK)下跌0.5%。道富非必需品精选行业SPDR ETF (XLY)下跌0.2%。VanEck零售ETF (RTH) 未进行交易,而道富SPDR标普零售ETF (XRT)下跌0.3%。 挪威邮轮公司 (NCLH) 股价在盘前交易中下跌超过 7%,此前该公司下调了 2026 年调整后盈利预期。 涨跌幅榜: 医疗保健 道富医疗保健精选行业 SPDR ETF (XLV) 下跌 0.1%,先锋医疗保健指数基金 (VHT) 下跌 0.4%,而 iShares 美国医疗保健 ETF (IYH) 则未进行交易。iShares 生物技术 ETF (IBB) 下跌 0.2%。 Evotec (EVO) 股价在盘前交易中上涨超过 3%,此前该公司宣布已提名其与 Almirall 在医学皮肤病学领域开展的多靶点药物研发合作的首个小分子临床前开发候选药物。 金融 道富金融精选行业 SPDR ETF (XLF) 下跌 0.2%。 Direxion每日金融3倍做多股票指数(FAS)下跌0.4%,而其对应的做空指数Direxion每日金融3倍做空股票指数(FAZ)则上涨0.7%。 CNA Financial (CNA)股价在盘前下跌超过2%,此前该公司公布的第一季度核心收益低于预期。 工业板块 State Street Industrial Select Sector SPDR ETF (XLI)下跌0.2%,Vanguard Industrials Index Fund (VIS)下跌0.01%,iShares US Industrials ETF (IYJ)则未进行交易。 ADT (ADT)股价在开盘前下跌超过2%,此前该公司宣布将对Apollo Global Management (APO)旗下关联公司持有的1.02亿股股票进行二次公开发行。 能源板块 iShares美国能源ETF (IYE)下跌0.4%,而道富能源精选行业SPDR ETF (XLE)上涨0.5%。 Equinor (EQNR)股价在开盘前上涨超过2%,此前该公司宣布将延长与主要供应商签订的钻井和油井服务合同,总价值约170亿挪威克朗(18.3亿美元)。 科技板块 道富科技精选行业SPDR ETF (XLK)上涨0.2%,iShares美国科技ETF (IYW)上涨0.2%,而iShares扩展科技行业ETF (IGM)下跌0.6%。半导体ETF方面,道富SPDR标普半导体ETF (XSD)下跌0.01%,而iShares半导体ETF (SOXX)上涨0.01%。 SAP (SAP) 股价在盘前交易中上涨超过 1%,此前该公司宣布已同意分别收购 Dremio 和 Prior Labs,旨在增强其企业人工智能和数据能力。 大宗商品 纽约商品交易所近月合约美国西德克萨斯中质原油上涨 3%,至每桶 105.10 美元。天然气上涨 1.4%,至每百万英热单位 2.82 美元。美国石油基金 (USO) 上涨 2%,美国天然气基金 (UNG) 上涨 1%。 纽约商品交易所 5 月黄金期货下跌 1.7%,至每盎司 4,567.80 美元。白银期货下跌 3.5%,至每盎司 73.76 美元。SPDR 黄金信托 (GLD) 下跌 1.1%,iShares 白银信托 (SLV) 下跌 2.8%。
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Research Alert: CFRA Lowers Opinion On Shares Of Carpenter Technology To Buy From Strong Buy
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Market Chatter: Siemens Energy, GE Vernova Raise Payment Risks for Venezuela Power Rebuild
Venezuela's $100 billion grid rebuild push faces setbacks as firms question payments, with under 13,000 megawatts available from a capacity of 36,000 MW, Reuters reported Monday, citing two sources involved in talks.Executives from Siemens Energy and GE Vernova (GEV) raised payment concerns during April meetings in Caracas, prompting financiers to be cautious about supporting grid upgrades.Those concerns weakened confidence in Venezuela's effort to revive infrastructure under a $100 billion reconstruction plan backed by Washington.Interim President Delcy Rodriguez is prioritizing reliable electricity after taking office in January, but the government has not secured firm payment guarantees for contractors.An executive who attended the Caracas meeting said a decade of neglected plants created massive repair needs, while authorities still lack a clear payment mechanism for suppliers.Available generation remains below 40%, driving repeated outages and restricting industrial output nationwide, according to the report.Thermal plant expansion through 2013 under Hugo Chavez left billions of dollars unpaid to contractors, many of whom authorities are now urging to return.Unclear project priorities, equipment needs, and approval requirements from both Washington and Caracas continue to delay investment decisions, the report added, citing the sources.Venezuela operates less than 13,000 MW from a total installed capacity of 36,000 MW, with fuel-based plants accounting for about 2,500 MW, or roughly 13% of capacity.Rodriguez is targeting repairs at two major thermal plants in early phases, though officials have yet to outline a broader recovery strategy.Multinational companies remain cautious about returning to Venezuela after past disputes during the Hugo Chavez era, when unpaid contracts eroded trust and discouraged future engagement.Several firms that did not receive cash payments pursued arbitration or filed legal claims abroad after accepting promissory notes, which they later sold at steep discounts.Rodriguez's government turned down a proposal from foreign firms that requested upfront payments for repairs and spare parts, while some financiers proposed routing payments through US Treasury-supervised oil revenue accounts, the report added, citing sources.has reached out to Siemens Energy, GE Vernova and PDVSA for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $1081.26, Change: $+18.31, Percent Change: +1.72%