-- 瑞士股市在長週末後以低迷的基調開啟了新的一周，瑞士市場指數週一收盤下跌1.01%。 瑞士採購市場研究機構procure.ch和瑞銀集團的數據顯示，瑞士4月製造業採購經理人指數（PMI）從3月的53.3升至54.5，高於市場普遍預期的52。 勞動市場方面，KOF就業指數從上一季向下修正後的2.1小幅上升至2.2，略高於其1.7的長期平均。 KOF瑞士經濟研究所表示：「儘管自2月底以來美國和以色列對伊朗發動了戰爭，導致油氣價格上漲，但瑞士企業的就業前景總體上並未惡化。」「對目前就業水平的評估與上一季度相比幾乎沒有變化。未來三個月的就業前景淨值與上一季度相比仍維持在2.9個百分點的企業比例，計劃在未來幾個月內預計，計劃在未來幾個月內預計，企業比例的企業比例高於未來幾個月。 企業方面，格勞賓登州立銀行 (GRKP.SW) 股價收盤下跌7.17%，此前該行披露，其及其子公司BZ銀行因涉嫌違反與客戶關係和該子公司管理的投資產品相關的職責而被提起訴訟。原告尋求數億歐元的賠償，而兩家銀行均否認這些指控，稱其「毫無根據」。 同時，在瑞士生物技術投資公司BB Biotech (BION.SW)公佈第一季業績並上調展望後，AlphaValue/Baader Europe將其評級從“減持”上調至“增持”，並將目標價從50.1瑞士法郎上調至53.3瑞士法郎。該股收盤上漲0.34%。 研究公司表示：“我們上調了BB Biotech的目標股價，這反映了生物技術行業前景的改善，以及投資團隊在Revolution Medicines關鍵性III期臨床試驗取得積極結果以及默克收購Terns Pharmaceuticals之後所展現出的強勁執行力。” 「我們已對2026年的每股收益預期（儘管對於這類企業而言，這些預期已相當可靠）進行了調整，以反映第一季度報告的負淨利潤（-2100萬瑞士法郎）。2027年及以後的每股收益預期受益於美國生物技術市場增長假設的提高（從每年6%上調至8%）。」
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Market Chatter: Goldman Sachs-Backed Boyd Offers Deeply Discounted Loan
Boyd Corp., backed by Goldman Sachs Asset Management, is offering a deeply discounted loan to refinance its capital structure following the sale of its liquid-cooling business to Eaton (ETN), Bloomberg reported Monday.Initial talks on its $530 million loan involve an interest rate 4.5 percentage points above benchmark, that is being offered at a discounted price of as low as 92 cents on the dollar, the report said, citing a person with knowledge of the matter.Goldman Sachs did not immediately respond to' request for comment.(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: $904.16, Change: $-19.56, Percent Change: -2.12%
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Oil & Energy
US Oil Update: Crude Gains After Iran Attacks UAE, Disrupts Hormuz Shipping
Crude oil futures jumped in midday trading on Monday, supported by Iranian drone attacks on an UAE energy facility and commercial vessels in the Strait of Hormuz, a move that threatens to derail fragile ceasefire talks and further choke global energy supplies.Front-month West Texas Intermediate crude futures climbed by 3.24% to $105.19 per barrel, while Brent futures advanced by 5.15% to $113.71/bbl.On Monday, Iran attacked several commercial vessels in the Hormuz and reportedly hit Fujairah's VTTI oil terminal, which is jointly owned by IFM Global Infrastructure Fund, Vitol and Adnoc.Fujairah's Media Office said in a post on X that a large fire was caused at an oil industrial zone in the city after a drone attack from Iran. The UAE's Defense Ministry said on Monday that Iran had launched four cruise missiles at the country, three of which were successfully engaged by the country's air defenses.The US military reportedly destroyed six Iranian small boats and intercepted Iranian cruise missiles and drones fired by Tehran as Washington launched an operation to free up shipping via the Hormuz.However, in an X post on Monday, Trump said seven boats were shot down. "We've shot down seven small boats or, as they like to call them, "fast" boats. It's all they have left. Other than the South Korean Ship, there has been, at this moment, no damage going through the Strait," President Trump said in a post on Truth Social.Trump said on Sunday that the US military would try to restore transit via the Strait starting Monday and help stranded vessels exit the strategic waterway.Saxo Bank strategist Trump said the US would help guide ships through the strategic waterway, raising hopes that some disrupted flows could resume.Earlier, the UAE accused Iran of attacking a vessel affiliated with its state energy firm Adnoc as it attempted to transit the Strait. "The vessel was not carrying any cargo at the time of the incident," Adnoc Logistics & Services, a unit of Adnoc, said in a social media post.The attack on the UAE comes after Iran's Revolutionary Guards Navy issued a map it said was expanding the areas under Tehran's control near the Strait to include the UAE's ports of Fujairah and Khorfakkan, as well as the coast of the UAE's emirate of Umm Al Quwain.On the supply front, OPEC+ agreed on Sunday to increase oil output by 188,000 barrels per day at the cartel's first meeting since the loss of its key member, the UAE."This increase is unlikely to be realised, given that 55% of it is expected to come from Persian Gulf producers," ING strategists said, adding that this won't happen amid ongoing disruptions in the Strait.Sultan al Jaber, managing director and Group CEO at Adnoc, said the UAE's exit from OPEC gives it greater ability to accelerate investment and expand.
Sectors
Update: WTI Oil Moves Higher on Escalating Middle East Violence
West Texas Intermediate (WTI) crude oil closed higher Monday in volatile as traders eye escalating violence in the Persian Gulf.WTI oil for June delivery closed up US$4.48 to settle at US$106.42 per barrel, while July Brent oil was last seen up US$6.53 to US$114.70.Iran attacked the United Arab Emirates oil port of Fujairah in the Gulf of Oman, which has allowed the country to continue exporting oil while the Strait of Hormuz remains blocked. The Wall Street Journal reported Iran also fired missiles at U.S. warships and commercial vessels.Iran's Fars News Agency also reported Iranian forces struck a U.S. warship with two missiles to prevent it from moving into the Strait, which Iran blocked at the Feb. 28 start of the war, cutting off 20% of the world's oil demand supplied by Persian Gulf nations. However, The Guardian reported U.S. Central Command dismissed the report, while continuing the blockade of Iranian ports.U.S. President Trump in a weekend social media post said the U.S. would begin escorting ships trapped in the Gulf through the Strait, but offered no details on the scheme. The Wall Street Journal reported Trump "intends to use countries, insurance companies and shipping organizations to move traffic through the strait. It doesn't currently involve U.S. Navy warships escorting vessels through the waterway", citing two U.S. officials. The uncertain details of the plan has done little to lower prices, which have climbed by about half since the conflict began."The market remains fragile because the plan's implementation is uncertain, and Kuwait's oil exports reportedly falling to zero underlines how severe the regional supply disruption has become," Saxo Bank wrote.
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