-- 周五上午,亚洲股市在美国交易,美国存托凭证(ADR)小幅走高,标普亚洲50 ADR指数上涨0.21%,至2809.21点,但本周累计仅上涨0.01%。 北亚方面,领涨的股票包括半导体公司硅动科技(SIMO)和视频流媒体服务爱奇艺(IQ),分别上涨4.4%和4.3%。紧随其后的是视频显示器制造商LG Display(LPL)和金融科技公司尚乘数字(HKD),分别上涨3.4%和2.9%。 北亚方面,领跌的股票包括房地产管理公司易信科技(DXF)和电动汽车制造商蔚来汽车(NIO),分别下跌7.1%和6.8%。紧随其后的是赌场和度假村运营商新濠博亚娱乐(MLCO)和贷款机构野村证券(NMR),分别下跌4.2%和2.2%。 南亚方面,领涨股包括科技集团Sea(SE)和IT公司Infosys(INFY),分别上涨1.5%和0.6%。紧随其后的是贷款机构ICICI银行(IBN)和制药公司瑞迪博士实验室(RDY),均上涨0.3%。 南亚跌幅居前的是IT公司Sify Technologies(SIFY)和电信运营商PLDT(PHI),分别下跌0.5%和0.3%。紧随其后的是IT公司Wipro(WIT)和电信运营商印尼电信(TLK),均下跌0.2%。
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EMEA Natural Gas Update: Futures Slip as Iran Sends Fresh Proposal to Washington
European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.
Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal
Nebius Group (NBIS) said Friday it has agreed to acquire inference and model optimization firm, Eigen AI, in a cash-and-stock deal valued at about $643 million.The acquisition will strengthen Nebius Token Factory as a frontier managed inference platform for production AI, the company said, adding that the deal also accelerates its expansion in the US.The transaction is expected to close in the coming weeks, it said.Nebius shares were up over 10% in afternoon trading.Price: $152.93, Change: $+14.70, Percent Change: +10.63%
Paychex Raises Quarterly Dividend to $1.19 a Share From $1.08, Payable May 29 to Shareholders of Record as of May 13
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