-- 美国总统唐纳德·特朗普周五表示,一旦伊朗冲突结束,汽油和石油价格预计将大幅下跌。 “这场战争结束后,汽油、石油以及所有东西的价格都会暴跌,”特朗普说。 特朗普是在新闻发布会上发表上述言论的,当时他正在向记者介绍正在进行的美伊谈判。 “战争结束后,汽油价格将会暴跌,因为现在有大量石油已经装载到油轮上,而这些油轮无法驶出霍尔木兹海峡,”特朗普说,并补充说汽油价格可能会跌至历史新低。 美国总统形容美国海军的封锁“令人难以置信”。 “封锁令人难以置信,威力强大,百分之百令人难以置信。如果我们现在撤军,我们将取得一场巨大的胜利,但我们不会这样做,我们会与他们谈判,”特朗普说。 关于调解努力,特朗普表示巴基斯坦方面取得了进展,但能否很快达成协议仍不明朗。 “他们(巴基斯坦)一直在与我们合作,但这次访问行程很长,我们目前正在尽一切努力进行谈判,包括电话谈判。他们取得了一些进展,但我并不确定最终能否达成协议。”他说道。 关于伊朗目前的局势,特朗普表示该国领导层“四分五裂”。 “存在巨大的分歧……他们彼此之间相处困难……这是一个非常分裂的领导层。”特朗普在描述谈判面临的挑战时说道。 他补充说,伊朗希望达成协议,但分裂的领导层损害了谈判前景。他说,伊朗的领导层分为“两到三个派系,或许四个”,这凸显了阻碍达成统一协议的分歧。 据报道,伊朗周四通过巴基斯坦提交了一份新的提案。 据伊朗官方Telegram消息,伊朗外长阿巴斯·阿拉格奇表示,如果美国改变其所谓的“扩张主义做法”和“威胁性言论”,德黑兰仍愿意通过外交途径解决问题。 他表示,如果华盛顿调整立场,伊朗随时准备继续对话,同时警告称,伊朗军队已做好充分准备,对任何威胁或侵略行为予以果断回应。 美伊冲突已进入第三个月,几乎封锁了霍尔木兹海峡,导致海上交通中断。尽管双方仍在进行远程沟通,但由巴基斯坦斡旋的谈判最初以失败告终。 布伦特原油下跌2.2%,至每桶108.01美元;西德克萨斯中质原油下跌3.1%,至每桶101.87美元,反映出地缘政治不确定性和持续的美伊紧张局势给油价带来的持续压力。
Related Articles
Research Alert: CFRA Maintains Hold Recommendation On Vale S.a.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our unchanged 12-month target price of USD18 is driven by an EV/EBITDA of 5.0x applied to our 2027 EBITDA estimate, above VALE's three-year average forward EV/EBITDA of 3.9x but below peers' average of 6.5x. We decrease our 2026 earnings per ADS estimate by BRL0.49 to BRL10.28 and our 2027 forecast by BRL0.45 to BRL10.52. Vale demonstrated robust operational performance in Q1 2026, with production records across multiple assets supporting 3% iron ore volume growth and double-digit gains in copper and nickel. However, cost pressures from BRL appreciation and higher oil prices pushed C1 costs to $23.6/t (+12% Y/Y), leading management to guide toward the upper end of 2026 cost guidance. Vale Base Metals is delivering significant value, with EBITDA more than doubling Y/Y. With expanded net debt at $17.8B and trending toward the midpoint of the $10B-$20B target range, management expressed confidence in distributing significant dividends and continuing buybacks through 2026 under current commodity prices.
Research Alert: CFRA Maintains Sell Rating On Shares Of Teradyne, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target by $15 to $252, 29x our 2027 EPS view, above TER's three-year average (~25x), as broadening AI upside offsets customer concentration risks. We raise our 2026 EPS by $1.08 to $6.98 and 2027's by $1.30 to $8.70. Q1 2026 was another great quarter, but Q2 guidance (sales +87% Y/Y) spooked the bulls by coming in only near expectations rather than significantly outperforming. We have long cautioned of a potential reversal of recent strength given major customers' order lumpiness, and with today's selloff, we think valuation is starting to come back down to earth as investors pencil in a more pronounced sequential decline in 2H 2026. TER has also officially won some merchant GPU business, but its early results ($50M of revenue expected in 2026) are a bit underwhelming and further share gains are not a guarantee, dampening some of TER's near-term upside. In the meantime, we still think the memory shortage adds risks to industry activity in 2H 2026 and 2027 that are not appropriately priced in.
Bloom Energy Insider Sold Shares Worth $9,765,000, According to a Recent SEC Filing
Shawn Marie Soderberg, Chief Legal Officer and Corporate Secretary, on April 29, 2026, sold 35,000 shares in Bloom Energy (BE) for $9,765,000. Following the Form 4 filing with the SEC, Soderberg has control over a total of 482,463 Class A common shares of the company, with 140,732 shares held directly and 341,731 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1664703/000119312526201723/xslF345X05/ownership.xml