-- 周四早盘，黄金价格走高，但仍维持在5000美元下方区间震荡，高企的油气价格或将推高通胀和利率。 5月交割的黄金期货价格上涨15.60美元，至每盎司4839.20美元。 由于美以对伊朗的战争导致霍尔木兹海峡持续关闭，波斯湾国家每日20%的石油和液化天然气需求无法进入市场，黄金价格远低于1月29日创下的5354.80美元的历史高点，推高了油价，并可能再次引发通胀。 美国总统特朗普威胁称，如果美联储主席杰罗姆·鲍威尔在5月15日任期结束后继续留任，他将解雇鲍威尔，这一威胁也再次令市场感到不安。鲍威尔打算留任，直到他的继任者凯文·沃什获得参议院确认。特朗普表示，如果鲍威尔任期届满后仍继续留任，他将设法解雇鲍威尔。 “包括黄金在内的许多市场都弥漫着这种情绪。由于战争悬而未决，停火也岌岌可危，通胀压力依然巨大，令人担忧。此外，特朗普总统再次就解雇鲍威尔发表评论，我们认为，这种普遍的不确定感预示着黄金价格即将再次上涨，”加拿大皇家银行资本市场（RBC Capital Markets）黄金和天然气策略师克里斯托弗·卢尼（Christopher Louney）写道。 美元指数早盘小幅走高，ICE美元指数最新上涨0.12点至98.18。美国国债收益率小幅走低，两年期国债收益率最新报3.765%，下跌0.5个基点；十年期国债收益率下跌1.1个百分点至4.277%。
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Australia
Hilton, Marriott Gain as US Hotel RevPAR Tops Forecasts, BofA Says
Hilton Worldwide (HLT) and Marriott International (MAR) were among the top performers in the lodging sector in Q1, as stronger-than-expected US revenue per available room drove sector upgrades, BofA Securities said in a Monday note.BofA said US RevPAR rose 3.8% in Q1, with hotel C-corps tracking about 80 basis points ahead of Street expectations, supported by resilient leisure demand and improving pricing trends across key segments.Hilton and Marriott tracked above consensus RevPAR forecasts for the quarter, with Hilton up about 2.8% and Marriott about 3%, BofA said. Choice Hotels International (CHH) was slightly negative but still outperformed relative to Street estimates, according to the report.Across the broader sector, the bank raised 2026 EBITDA estimates by about 30 basis points on average, citing a stronger-than-expected Q1 start, with gains led by luxury and resort segments, while economy and midscale chains remained weaker but are expected to improve as comparisons ease later in the year.Among lodging REITs, performance also exceeded expectations, with RevPAR rising about 2.5% in Q1, roughly 60 basis points above consensus, led by select-service and higher-end hotel REITs amid continued strength in leisure and urban travel demand, BofA added.BofA has buy ratings on Marriott and Hilton, with price targets of $395 and $375, respectively, while Choice is rated underperform with a $120 price target.Price: $333.49, Change: $-2.14, Percent Change: -0.64%
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Australia
TeraWulf's Expanded Power Volumes to Drive Growth Upside, Morgan Stanley Says
TeraWulf (WULF) and Cipher (CIFR) have significant base case upside as bitcoin-to-data-center conversion valuations are looking "increasingly attractive," Morgan Stanley said in a Monday note on Bitcoin mining companies.TeraWulf is set to drive growth upside as its expanded power volumes in its Maryland and Kentucky sites enable it to further develop data center capacity for artificial intelligence firms, Morgan Stanley analysts said. They noted that the company continues to close deals for building and leasing powered facilities for big AI players, including Alphabet's (GOOG, GOOGL) Google.The company's Q1 financial results show the significant progress in its conversion plans, with over half of its revenue coming from high-performance computing hosting, with more compute capacity expected to come online in Q2 and throughout the rest of the year, according to the note.The upward revision in TeraWulf's valuation comes from about $4 billion in extra value generated by the acquisition of additional megawatts of power capacity, partially offset by around a $600 million reduction in cash committed to building out new sites, the note said.Morgan Stanley kept the company's stock rating at overweight and raised the price target to $41.50 from $37.Price: $20.23, Change: $+0.23, Percent Change: +1.15%
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Australia
Top Midday Stories: Microsoft, OpenAI Amend Agreement; Qualcomm Reportedly Collaborating With OpenAI on Smartphone AI Chip
All three major US stock indexes were down in late-morning trading Monday, as investors parse ongoing developments in peace talks between the US and Iran.Iran has offered to reopen the Strait of Hormuz in exchange for an end to the US' blockade of the country and an end to the war, media outlets reported Monday, citing officials.In company news, Microsoft (MSFT) and OpenAI said Monday they have amended their agreement so that Microsoft will no longer pay a revenue share to OpenAI, and its license will now be non-exclusive. Microsoft will remain OpenAI's primary cloud partner, and its Azure will receive the first shipments of OpenAI products, unless Microsoft cannot and chooses not to support the necessary capabilities, the companies said. Separately, industry checks indicate that OpenAI is working with Qualcomm (QCOM) and MediaTek to develop smartphone processors, a TF International Securities analyst said. Microsoft shares were down 0.7% around midday, while Qualcomm shares were down 0.2%.ARC Resources said Monday it has entered into a definitive agreement to be acquired by Shell (SHEL) in a cash-and-share deal valued at about 22 billion Canadian dollars ($16.17 billion). Under the terms of the deal, ARC shareholders will receive 0.40247 of a Shell share and CA$8.20 in cash consideration in exchange for each ARC share they own, representing a total consideration of CA$32.80 per ARC share. The deal is expected to close in H2, ARC said. Shell shares were down 1.3%.Meta Platforms' (META) $2 billion acquisition of AI startup Manus was blocked by China's National Development and Reform Commission, media outlets reported Monday, citing the Chinese regulator. Meta shares were down 0.1%.Eli Lilly (LLY) said Monday it has agreed to acquire Ajax Therapeutics for up to $2.3 billion in cash. The deal includes an upfront payment and subsequent payouts based on the achievement of certain clinical and regulatory milestones, the company said. Eli Lilly shares were down 0.5%.Verizon Communications (VZ) reported Q1 adjusted earnings Monday of $1.28 per diluted share, up from $1.19 a year earlier and above the FactSet consensus analyst estimate of $1.21. First-quarter operating revenue was $34.44 billion, up from $33.49 billion a year ago but below the FactSet consensus of $34.82 billion. For 2026, the company said it expects adjusted EPS of $4.95 to $4.99, above the FactSet consensus of $4.90. Verizon shares were up 3.6%.Price: $422.11, Change: $-2.49, Percent Change: -0.59%
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