FINWIRES · TerminalLIVE
FINWIRES

盘前股市上涨,油价下跌,此前有报道称美国和伊朗即将达成和平协议

By

-- 周三盘前交易中,美国主要股指走高,而油价则在媒体报道称美国和伊朗即将达成一项结束冲突的潜在协议后下跌。 标普500指数和道琼斯工业平均指数在开盘前均上涨0.7%,纳斯达克指数上涨1.2%。各大股指在前一交易日均收涨,标普500指数和纳斯达克指数均创下新高。 据Axios周三报道,华盛顿即将与德黑兰就一份仅一页的谅解备忘录达成协议,以结束中东冲突,并为更详细的核谈判建立框架。该报道援引了两名美国官员和另外两名知情人士的消息。 周二,美国总统唐纳德·特朗普在社交媒体上发文称,美国将暂时中止“自由计划”(Project Freedom),该计划旨在引导被困在霍尔木兹海峡的中立船只离开这一关键水道。特朗普指出,美国对伊朗港口的封锁将继续有效。 据报道,美国国防部长皮特·赫格塞斯周二表示,尽管海湾地区近期紧张局势再度升级,但与伊朗达成的停火协议仍然有效。 西德克萨斯中质原油在盘前交易中下跌9.3%,至每桶92.88美元;布伦特原油下跌8.3%,至每桶100.77美元。 美国国债收益率在开盘前下滑,两年期国债收益率下跌7.3个基点至3.87%,十年期国债收益率下跌6.8个基点至4.35%。 华特迪士尼(DIS)、优步科技(UBER)、CVS Health(CVS)、万豪国际集团(MAR)、江森自控国际(JCI)、餐饮品牌国际(QSR)、卡夫亨氏(KHC)和Performance Food Group(PFGC)等多家大型公司将在盘前公布最新财务业绩。 Arm Holdings (ARM)、Applovin (APP)、DoorDash (DASH) 和 Warner Bros. Discovery (WBD) 将在收盘后公布财报。 芯片制造商 Advanced Micro Devices (AMD) 公布了强于预期的第一季度业绩后,其股价在盘前交易中飙升 18%。丹麦制药巨头 Novo Nordisk (NVO) 上调了全年销售预期,其在美国上市的股票上涨 7.5%。Arista Networks (ANET) 发布了悲观的第二季度营收预期,其股价下跌 8.1%。 周三的经济数据包括:美国东部时间上午 7 点公布的每周抵押贷款申请公告,以及上午 8 点 15 分公布的 ADP 4 月就业报告。美国能源信息署 (EIA) 每周国内石油库存报告将于上午 10 点 30 分公布。 圣路易斯联邦储备银行行长阿尔贝托·穆萨莱姆将于上午9:30发表讲话,芝加哥联邦储备银行行长奥斯坦·古尔斯比将于下午1:00发表讲话。 黄金价格上涨3.1%,至每盎司4710美元;比特币价格上涨0.8%,至每盎司82210美元。

Related Articles

Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Teradata Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $35 from $44 on a forward P/E of 13x our 2026 EPS forecast of $2.66, below its five-year average. We increase our 2026 EPS projection to $2.66 from $2.60, and lift our 2027 EPS estimate to $2.89 from $2.74. Total revenue grew 6% Y/Y to $444 million (4% in constant currency), driven by stronger-than-expected recurring revenue of $400 million, up 12% Y/Y (9% in constant currency), from higher upfront on-premise subscription term licenses. Total ARR increased 3.5% to $1.492 billion, while public cloud ARR grew 13% to $686 million, supported by solid retention rates and accelerating demand for hybrid capabilities driven by security and sovereign AI requirements. Q1 results continue to show recovery, and we remain optimistic on its AI opportunity and core ARR growth from new offerings, improved go-to-market execution, and resonance of its hybrid deployment model for customers scaling their AI use. Margin expansion is also a positive, although higher memory prices are a watch area.

$TDC
Research

Research Alert: Tou Q1: Record Q1 Production, Raises 2026-2027 Fcf Outlook To Cad0.9b Annually

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TOU reported Q1 production of 666,089 boe/d within guidance despite capital deferrals, with net earnings surging to CAD657.6M from CAD212.7M prior year. Cash flow declined 10% to CAD862.2M on lower North American gas prices, though free cash flow increased 36% to CAD202.0M benefiting from CAD350M capital reduction. TOU's scale and marketing diversification should pay off in coming quarters, with hedging covering 930 mmcf/d for remainder of 2026 at CAD5.13/mcf and 45% of propane receiving AFEI pricing that has appreciated 25% since late February. Management updated 2026/2027 free cash flow guidance to approximately CAD0.9B annually. Well performance continued outpacing historical averages with NEBC Montney wells up 13% and Alberta Deep Basin wells up 6% versus 2020-2025 averages. The company plans to drill 280 net wells in 2026 with CAD200M of additional capital identified for potential deferral, maintaining multi-decade development inventory with only 15.4% of drilling inventory booked.

$TOU
Asia

Santana Minerals Unit Secures OIO Approval to Acquire Land for South Island Gold Project

Santana Minerals' (ASX:SMI, NZE:SMI) wholly owned subsidiary, Matakanui Land, has been approved by New Zealand's overseas investment office (OIO) to acquire land across Bendigo and Ardgour stations, clearing the way for the company's proposed gold mining project, according to a Thursday filing with the Australian and New Zealand bourses.The approval includes 797 hectares at Bendigo station for mining infrastructure and pits, 92 hectares for a proposed Bendigo sanctuary, and 2,880 hectares at Ardgour station for processing facilities, tailings storage, offices, and ecological offset areas, per the filing.The project is expected to attract more than NZ$500 million in investment over 13 to 14 years, generate about 350 full-time jobs, increase exports, and strengthen the local economy, the filing said.The OIO consent key conditions include full settlement by December, securing resource consent by March 2035, and investing NZ$250 million in development within five years of receiving consent.The company expects to meet these requirements, with a final decision under the fast-track approvals act due in October and initial gold production planned for early 2028, the filing added.

$ASX:SMI$NZE:SMI