-- 週四下午晚些時候，消費性股票上漲，其中道富消費必需品精選行業SPDR ETF (XLP)上漲1.7%，道富非必需消費品精選行業SPDR ETF (XLY)上漲1.5%。 公司新聞方面，歐萊利汽車(O'Reilly Automotive，ORLY)股價週四上漲7.2%，此前一天該公司公佈了高於預期的第一季業績。 蘭姆·韋斯頓(Lamb Weston，LW)股東Starboard Value在致董事會的一封信中表示，公司應該召開投資者日活動，並將盈利預期調整至正常水平。蘭姆·韋斯頓股價上漲1.6%。 韋費爾(Wayfair，W)股價暴跌12%，此前該公司公佈的第一季調整後利潤低於華爾街預期，但淨收入超出預期。 福特汽車(Ford Motor，F)執行長吉姆法利(Jim Farley)在公司財報電話會議上表示，公司正與美國政府就潛在的國防項目進行初步諮詢。福特股價下跌1.5%。
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Asia
China Shipbuilding Industry's 2025 Profit Slips 7%, Revenue Rises 12%
China Shipbuilding Industry Group Power's (SHA:600482) net profit attributable to shareholders in 2025 slipped 6.5% to 1.30 billion yuan from 1.39 billion yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share declined 4.9% year on year to 0.58 yuan from 0.61 yuan.The Chinese shipbuilding conglomerate's operating revenue rose 12% to 57.80 billion yuan from 51.70 billion yuan in the prior year.
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Equities
Mercuria Files Lawsuit Against Baltic Exchange Over TD3C Shipping Benchmark
Mercuria Energy Group said it has filed a lawsuit in London's High Court against Baltic Exchange Information Services, alleging distortion of a key oil shipping benchmark, Bloomberg reported on Thursday.The dispute centers on the TD3C route, which tracks the cost of shipping crude from the Middle East to China.Mercuria said the rate "no longer accurately or reliably represents the underlying market it is intended to measure," according to the claim form seen by Bloomberg, adding that the impact has led to losses estimated in the "hundreds of millions of US dollars."The Baltic Exchange, owned by Singapore Exchange, publishes freight rates widely used in global oil markets and derivatives trading.