-- 周五开盘前，美国基准股指普遍走高，投资者正等待本周最后一轮企业财报的公布，并密切关注持续的中东紧张局势，目前华盛顿和德黑兰之间达成和平协议的迹象尚不明显。 盘前交易中，标普500指数上涨0.1%，道琼斯工业平均指数上涨0.2%，而纳斯达克指数下跌0.1%。各大股指周四收盘均上涨，标普500指数和纳斯达克指数均创下收盘新高。 石油巨头埃克森美孚（XOM）和雪佛龙（CVX）将于盘前发布最新季度业绩，高露洁棕榄（CL）、雅诗兰黛（EL）、莫德纳（MRNA）、麦格纳国际（MGA）和纽威品牌（NWL）也将发布业绩报告。 苹果公司 (AAPL) 股价盘前上涨 2.8%，此前这家 iPhone 制造商公布的第二财季业绩超出市场预期。社交媒体平台 Reddit (RDDT) 股价飙升 16%，此前该平台公布的第一财季业绩好于预期，并发布了对未来三个月营收的乐观预期（中值）。英伟达 (NVDA) 股价在周四收盘下跌 4.6% 后反弹 0.4%。 据彭博社报道，美国总统唐纳德·特朗普周四在白宫告诉记者，美国将继续对伊朗港口实施海上封锁。据报道，特朗普表示：“他们的经济正在崩溃，封锁令人难以置信。所以我们将看看他们能坚持多久。” 据报道，伊朗新任最高领袖穆杰塔巴·哈梅内伊周四表示，伊朗将捍卫其核能力和导弹能力。 西德克萨斯中质原油（WTI）在开盘前上涨0.3%，至每桶105.43美元；布伦特原油上涨0.9%，至每桶111.37美元。 周四公布的政府数据显示，受通胀压力影响，美国第一季度经济增长低于华尔街预期，支出放缓。 另一项官方数据显示，受中东冲突导致能源价格飙升的影响，3月份个人消费支出价格指数（PCE-PI）衡量的通胀率加速至2022年年中以来的最快水平。 美国国债收益率在盘前交易中走低，两年期国债收益率小幅下跌0.1个基点至3.88%，十年期国债收益率下跌0.8个基点至4.38%。 周五的经济数据包括：美国东部时间上午9:45公布的4月采购经理人指数（PMI）终值，以及上午10:00公布的供应管理协会（ISM）同月制造业指数。贝克休斯每周公布的油气钻井平台数量将于下午1:00公布。 黄金价格下跌1.1%，至每盎司4,578美元；比特币价格上涨1.1%，至每盎司77,248美元。
Related Articles
Australia
RBC Cuts Price Target on Check Point Software Technologies to $135 From $157, Keeps Sector Perform Rating
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $114.97, Change: $+2.50, Percent Change: +2.22%
$CHKP
Oil & Energy
EMEA Oil Update: Crude Eases as Iran Sends Fresh Proposal to US
Global energy markets remain on edge on Friday as reports emerged that Tehran has submitted a fresh diplomatic proposal for negotiations with Washington.The Brent futures contract eased 0.3% to $110.71 per barrel. Murban futures fell 1.5% to $106.39 per barrel.According to state news agency IRNA, the latest proposal was reportedly delivered to US officials via Pakistani mediators late Thursday.However, crude remains on track for weekly gains as the fundamental dual blockade persists."Brent Crude remains elevated after hitting a wartime high on Thursday, with no sign that US and Iranian blockades of the Strait of Hormuz will be lifted anytime soon, prolonging and worsening the supply squeeze," Saxo Bank analysts said.As the blockade of the Strait of Hormuz enters its third month, the prospect of a swift resolution has dimmed, with Iran's new Supreme Leader and the US administration both doubling down on their respective positions.Iran's new Supreme Leader, Mojtaba Khamenei, signaled a hardline shift in Tehran's policy. Khamenei vowed that the Islamic Republic would not abandon its nuclear or missile technologies, explicitly stating that Iran intends to maintain its grip on the Strait of Hormuz, according to a Saxo Bank note.Simultaneously, US President Donald Trump has maintained a firm stance on the blockade of Iranian ports, despite the resulting upward pressure on global oil prices.Meanwhile, the wait-and-see period for the paper markets may be ending."The gap between the paper and physical markets is narrowing as tightness begins to materialise for the first time since the conflict began," ANZ analysts said.
Oil & Energy
Analysts Expect Another OPEC Output Hike Decision Despite Hormuz Disruptions
The forthcoming meeting of seven members of the Organization of Petroleum Exporting Countries, and its allies, slated for Sunday, is expected to see another increase in output quotas, but the decision will remain largely on paper until the Strait of Hormuz conundrum is solved, analysts told.Nader Itayim, Middle East Gulf editor at Argus Media, said in an email that he expects the outcome of the meeting to be largely similar to that of April and March, a "theoretical" increase in output quotas, which was unlikely to have any physical impact.He attributed this to the sharp drop in production across most OPEC+ members over the past two months since the conflict began, leaving output "well below quota" with the hike for April still not materializing.Yet, he expects another hike in production, because the purpose of these meetings "is planning for the future, rather than impacting current supply."He expects the increase to come in below last month's 206,000 barrels per day, largely due to the UAE's exit from the group earlier this week, which accounted for less than 10% of this figure, or under 20,000 barrels per day. Keeping with the same formula, he expects a hike of 188,000 barrels per day from the upcoming meeting.Neil Crosby, the Head of Research at Sparta Commodities, held a similar view, noting that the UAE's exit would be "a drop in the bucket" relative to the broader OPEC+ output.Even after the Strait of Hormuz reopens, he said that the Gulf nation's decision to quit the group "is more of a medium-term supply story" at best, which too will not be a concern with countries across the globe refilling their inventories that were depleted during the war.