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盤前股市普遍上漲,交易員消化大型科技公司財報,等待關鍵通膨報告。

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-- 週四美股開盤前普遍走高,投資人正在消化一些大型科技公司的最新財報,並等待一份重要的通膨報告。 標普500指數盤前上漲0.1%,那斯達克指數上漲0.2%,而道瓊工業指數下跌0.2%。各大股指前一交易日收盤漲跌互現。 Facebook母公司Meta Platforms (META)股價盤前下跌8.8%,此前該公司上調了全年資本支出預期,主要原因是零部件價格上漲,儘管其第一季業績強於預期。微軟(MSFT)股價下跌1.8%,此前這家科技巨頭表示,其2026年的資本支出將約為1,900億美元,而其第三財季業績超出市場預期。 Wedbush Securities週四在一份客戶報告中表示:“我們非常清楚,人工智慧革命正在以驚人的速度加速發展,2026年將是人工智慧的轉折點之年,超大規模數據中心運營商計劃在2026年投資超過7000億美元用於資本支出,以把握該領域的機會。” 受樂觀的第一季業績提振,Alphabet(GOOG,GOOGL)A類和C類股均上漲超過6%。亞馬遜(AMZN)股價上漲2.5%,這家電商巨頭發布了強勁的第二季營收預期。 iPhone製造商蘋果公司(AAPL)計劃在收盤後發布季度財報。禮來公司(LLY)、萬事達卡(MA)、卡特彼勒公司(CAT)、默克(MRK)、皇家加勒比郵輪公司(RCL)和好時公司(HSY)等公司預計將在收盤前公佈業績。 3月份的個人收入和支出報告將於美國東部時間上午8:30發布。該報告包含個人消費支出核心物價指數,這是聯準會首選的通膨指標。 由於政策制定者認為中東衝突加劇了美國經濟前景的不確定性,聯準會聯邦公開市場委員會週三維持基準利率不變。在會後記者會上,聯準會主席鮑威爾表示,在他5月15日任期屆滿後,他將無限期地繼續擔任聯準會理事。 美國參議院銀行委員會週三投票通過了對凱文沃什的聯準會主席提名,該提名已提交至共和黨控制的參議院。 美國公債殖利率在盤前交易中走低,兩年期公債殖利率下跌3.2個基點至3.9%,十年期公債殖利率下跌1.8個基點至4.4%。 根據Axios引述兩位知情人士的消息報道,美國總統川普預計將於週四聽取關於針對伊朗的潛在新軍事選項的簡報。川普先前曾告訴該新聞媒體,他將繼續對伊朗港口實施美國海上封鎖,直到德黑蘭同意達成核協議。 西德州中質原油開盤前下跌0.2%,至每桶106.62美元;布蘭特原油下跌1.6%,至每桶116.20美元。 週四的經濟數據還包括:上午8:30公佈的第一季國內生產毛額(GDP)初值報告,以及每周初請失業金人數;4月份芝加哥採購經理人指數(PMI)將於上午9:45公佈。 黃金價格上漲1.8%,至每盎司4,642美元;比特幣價格上漲0.7%,至每盎司75,974美元。

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US Oil Update: Futures Tumble Amid Heightened US-Iran Tensions

Crude oil futures edged lower in midday trading on Thursday on reports that President Donald Trump would be briefed on expanded military options in Iran amid a deepening standoff between the US and Iran.Front-month West Texas Intermediate crude futures tumbled by 2.27% to $104.37 per barrel, while Brent futures dropped by 3.51% to $113.88/bbl.US crude exports surged last week as global buyers turned to American producers for alternative supplies amid the ongoing Middle East supply disruptions. The latest data from the Energy Information Administration shows that US crude stockpiles dropped by 6.2 million barrels to 459.5 mmbbls in the week ended April 24."This is a record high, surpassing the previous record of 5.63m b/d in February 2023," ING strategists said in a note Thursday, noting that these strong export volumes are increasingly tightening up the US domestic market.The inventories are now about 1% above the five-year average for this time of year, the EIA said.President Trump is reviewing new military options while maintaining a strict naval blockade on Iranian ports, signaling a hardline stance amid stalled negotiations.The US President is reportedly set to receive a briefing from the head of US Central Command, Admiral Brad Cooper, on plans for a series of new military strikes on Iran to force it to negotiate a deal to end the conflict.Iranian authorities, meanwhile, have vowed to respond with "long and painful strikes" on US positions if Washington renewed attacks, while reasserting control over the Strait of Hormuz.Iran Revolutionary Guards said that any new US military aggression would trigger previously undisclosed Iranian capabilities, including advanced smart targeting systems."You have seen the fate of your bases in the region; you will also see the fate of your warships", IRGC Aerospace Force Commander Majid Mousavi was quoted as saying.Iran's Supreme Leader, Mojtaba Khamenei, also said that Tehran would eliminate what he described as the enemy's abuse of the waterway under the new management of the strait, as his country moves to assert its control over the key chokepoint.On the supply front, the global oil market is undergoing a fragile rebalancing nearly two months after disruptions in the Hormuz slashed crude flows, with limited system flexibility keeping supplies tight.Data analytics firm Kpler said about 60 days into the disruption, oil flows through the key chokepoint remain close to minimal levels, falling from about 20 million barrels per day to about 1 million b/d in April.Traffic through the Hormuz remains limited and uneven, with crossings continuing to show a sharp directional imbalance, according to Kpler. As of April 29, a total of 12 vessel crossings were recorded, up by four day-on-day, with all ships moving west-to-east and no return traffic observed.

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Market Chatter: Citigroup Pares Back Physical Trading in Industrial Metals

Citigroup (C) is stepping back from physical trading in industrial metals and has notified a number of staff from the commodities team about potential redundancies, Bloomberg reported Thursday, citing an employment tribunal in London.Citi said in a January letter that physical metals trading will no longer be a "core business activity," as the bank warned about 11 employees that they were at risk of redundancy and has let go a number of them since then, according to the report.Citi 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: $128.19, Change: $+0.58, Percent Change: +0.45%

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Update: Gold Rises as the Dollar and Yields Fall After a Report Showed U.S. Inflation Continues to Run Hot

(Updates prices.)Gold traded higher midafternoon Thursday as the dollar dropped after a report showed a key U.S. inflation measure rose last month while first-quarter gross domestic product rose less than expected.Gold for June delivery was last seen up US$71.30 to US$4,632.80 per ounce, remaining within the US$200 range it has traded within for the past month.The U.S. Bureau of Economic Analysis reported the March Personal Consumption Expenditures (PCE) Index, the Federal Reserve's preferred inflation measure, rose 0.7% in March from the prior month, up from 0.4% fin February, but matching expectations according to Marketwatch. Core PCE, excluding volatile food and energy, rose 3.2% annualized, up from 3.0% in February and again matching expectations.The bureau also issued its first estimate of first-quarter U.S. GDP growth, reporting the measure rose at a 2.0% pace, up from 0.5% in the prior quarter and under expectations for a 2.2% rise.Gold's gain comes despite expectations higher interest rates are on the way as the war on Iran pushes up inflation. The Federal Reserve's policy committee on Wednesday ended its two-day meeting on Wednesday leaving rates unchanged, but signaled hikes may be on the horizon as inflation climbs."Gold has attracted fresh demand despite rising bond yields and a firmer dollar following Wednesday's FOMC meeting, where rates were left unchanged, but several members signalled a desire to remove the easing bias as the Iran war continues to cloud the economic outlook," Saxo Bank wrote.Still, the dollar was sharply lower early following the economic data, with the ICE dollar index last seen down 0.81 points to 98.15. Treasury yields also fell, with the yield on the U.S. two-year note last seen down 7.1 basis points to 3.894%, while the 10-year note was paying 4.397%, down 3.7 points.

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