FINWIRES · TerminalLIVE
FINWIRES

最新消息:受伊朗战争结束协议即将达成的预期影响,WTI原油价格再次下跌

By

-- 周四,西德克萨斯中质原油(WTI)连续第三个交易日下跌,但由于美伊和平协议前景不明朗,价格从当日低点反弹。 6月交割的WTI原油期货收盘下跌0.27美元,报每桶94.81美元,盘中一度触及89.85美元。7月交割的布伦特原油期货最新报每桶100.60美元,下跌0.67美元。 此前,WTI原油价格周三已下跌7%。此次下跌正值市场对美伊和平协议前景趋于乐观之际。然而,达成协议的前景仍不明朗。《卫报》报道称,尽管美国总统特朗普表示达成协议“极有可能”,但伊朗媒体报道称,伊朗方面仍在审查该提议并考虑如何回应。 目前尚无法确定两国会谈能否达成协议,迅速重新开放霍尔木兹海峡。霍尔木兹海峡是波斯湾国家出口的咽喉要道,这些国家供应着全球20%的石油日需求。自2月28日战争爆发以来,已有超过1000艘船只被困在海湾,石油、成品油、液化天然气、化肥和其他大宗商品的供应日益短缺。 “我们不应过分乐观地认为很快就能达成协议。伊朗财政部发言人昨天予以反驳,称美国框架中的部分内容是‘雄心勃勃但不切实际的提议’。迄今为止,德黑兰的愿望清单——即其5月2日提出的14点回应——仍然没有改变:全面解除制裁、解冻国家资产、约2700亿美元的赔偿/重建融资(这是结束冲突的‘唯一途径’),以及建立一个新的霍尔木兹海峡多边机制,以有效承认伊朗对该海峡的主权,”SEB Research的大宗商品分析师奥勒·赫瓦尔比耶写道。

Related Articles

Insider Trading

Teva Pharmaceutical Industries Insider Sold Shares Worth $384,444, According to a Recent SEC Filing

Amir Weiss, Chief Accounting Officer, on May 06, 2026, sold 10,679 shares in Teva Pharmaceutical Industries (TEVA) for $384,444. Following the Form 4 filing with the SEC, Weiss has control over a total of 20,016 ordinary shares of the company, with 20,016 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/818686/000119312526211855/xslF345X05/ownership.xml

$TEVA
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Doordash, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $2 to $240, based on 30x our 2027 EPS view, just below DASH's three-year average (~32x) given competitive threats from AI and Uber Eats, offset by the company's dominant market position and positive network effects. We raise our 2026 adjusted EPS view by $0.10 to $5.63 and 2027's by $0.06 to $7.99. We are encouraged by DASH's Q2 Marketplace GOV guidance (+36% Y/Y), an encouraging result following relatively soft guidance for Q1, especially given fears of a weakening consumer. International sales continue to scale solidly, with Deliveroo accelerating to 14% Y/Y growth in Q1 vs. 7% growth in Q4 (we expect continued improvement all year). Margin pressure remains (adjusted EBITDA margin -20 bps Y/Y to 2.4%) but should fade as platform integration activities finish up early next year. Adjusted EBITDA guidance (midpoint of $820M) was above expectations ($742M), despite the company expecting another $50M gas relief charge, which should persist amid the Strait of Hormuz closure.

$DASH
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of Tyson Foods, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target remains $76, a 15x multiple of projected FY 27 EPS of $5.09 (raised by $0.02). We also lift our FY 26 (Sep.) EPS est. by $0.09 to $4.11. This multiple is slightly above TSN's long-term average of 14x, reflecting favorable secular tailwinds, including a continued shift in consumer preferences toward protein and improved earnings growth potential as the Beef segment recovers, likely in FY 27. Operationally, TSN is executing well, particularly in Chicken, where margins continue to widen, up 290 bps year over year in FQ2. Beef remains pressured by historically tight cattle supplies, with the U.S. herd at its lowest level since 1951, though we expect margins to improve following recent restructuring actions, including rightsizing production to improve capacity utilization. TSN's balance sheet is solid, noting its leverage ratio (net debt/adjusted EBITDA) has now improved to 2.2x vs. 3.9x two years ago. This provides a decent degree of financial flexibility in our view.

$TSN