FINWIRES · TerminalLIVE
FINWIRES

科技股下跌,油价上涨,纳斯达克指数和标普500指数从历史高位回落。

By

-- 周四,纳斯达克综合指数和标普500指数从历史高位回落,科技股抛售拖累大盘走低,而油价则上涨。 纳斯达克综合指数下跌0.9%,收于24438.5点;标普500指数下跌0.4%,收于7108.4点。此前一天,这两个指数均创下历史收盘新高。道琼斯工业平均指数下跌0.4%,收于49310.3点。科技板块跌幅最大,下跌1.5%,而公用事业板块领涨,上涨2.8%。 ServiceNow (NOW)股价暴跌近18%,成为标普500指数中表现最差的股票,此前该公司公布了季度业绩。 其他主要科技股也纷纷下跌,其中Salesforce (CRM)下跌8.7%,跌幅最大。微软 (MSFT) 下跌 4%,科技巨头英伟达 (NVDA) 下跌 1.4%。 国际商业机器公司 (IBM) 紧随 Salesforce 之后,在道琼斯指数中暴跌 8.3%。这家科技巨头周三晚间公布的第一季度业绩超出华尔街预期,但仍维持全年营收增长预期。 特斯拉 (TSLA) 尽管公布的第一季度业绩强于预期,股价仍下跌 3.6%。首席财务官 Vaibhav Taneja 表示,这家电动汽车制造商正在加大资本投资,这将导致其在 2026 年剩余时间内出现负自由现金流。 瑞银证券周四在一份致客户的报告中指出,特斯拉在人工智能项目上的积极资本支出应该会提振营收,但这些收益可能需要一段时间才能显现。 美国运通 (AXP) 股价下跌 4.3%,跌幅居道琼斯指数成分股之列,尽管这家支付公司公布的第一季度业绩好于预期,并重申了全年业绩展望。 周四下午晚些时候,西德克萨斯中质原油价格上涨 3.7%,至每桶 96.37 美元,有望连续第五个交易日上涨。布伦特原油价格上涨 3.8%,至每桶 105.82 美元,连续第四个交易日上涨。 美国总统唐纳德·特朗普周四在社交媒体上发文称,他已下令美国海军“击沉任何在霍尔木兹海峡布雷的船只”。此外,特朗普还声称美国“完全控制”了这一关键的石油供应咽喉要道。 特朗普本周早些时候延长了与伊朗的停火协议,但他表示,对伊朗港口的海上封锁将继续进行。据报道,伊朗伊斯兰革命卫队周三扣押了两艘试图穿越霍尔木兹海峡的油轮。 荷兰国际集团(ING Bank)周四在一份报告中表示:“随着和谈陷入僵局,美伊达成和解的希望正在逐渐渺茫。如果谈判没有取得任何进展,市场将对近期主导价格走势的各种噪音和新闻标题越来越麻木。” 据媒体报道,以色列和黎巴嫩的第二轮停火谈判定于周四在白宫举行。4月16日,特朗普宣布以色列和黎巴嫩之间停火10天。 美国国债收益率走高,10年期国债收益率上涨2.2个基点至4.33%,2年期国债收益率上涨3.6个基点至3.84%。 经济新闻方面,政府数据显示,美国每周首次申请失业救济人数增幅超出预期,而持续申领失业救济人数基本符合华尔街的预期。 杰富瑞首席美国经济学家托马斯·西蒙斯周四在一份报告中表示:“我们仍然认为,伊朗冲突不太可能对美国劳动力市场造成重大冲击。全球经济中存在许多脆弱环节,短期内可能因各类大宗商品短缺而面临风险,但无论好坏,美国经济很可能是全球最能抵御冲击的经济。” 黄金价格下跌0.9%,至每盎司4712.20美元;白银价格下跌3.2%,至每盎司75.46美元。

Related Articles

Commodities

Asia Biofuels Update: Malaysian Palm Oil Diverges from Crude Oil on Weaker Exports, Stronger Ringgit

Malaysian palm oil futures slipped on Monday, pulling away from crude oil prices, as weaker exports and a stronger local currency weighed on sentiment.Reversing the previous session's gains, the Bursa Malaysia Derivatives' May crude palm oil contract fell 0.66% to 4,487 Malaysian ringgit ($1,134.94) per metric ton. The June contract dropped by 0.96% to 4,521 ringgit/mt in midday trade.Malaysian shipments for the April 1-25 period reportedly declined 15.7% from a month earlier, according to cargo surveyors cited by Trading Economics.A stronger Malaysian ringgit, which rose against the US dollar by 0.28% on Monday, could further pressure exports as it makes them costlier.The recent drop in Malaysian shipments followed a 29.1% year-over-year rise in Q1 exports, as buyers advanced purchases due to the expected surge in shipping costs and as volumes of rival Indonesian cargoes softened due to higher export levies.Indonesia's move to raise its palm-based biodiesel blending to 50% from 40% beginning July 1 could further lift Malaysian exports going forward.The Malaysia Palm Oil Council said Indonesia's B50 program could absorb an additional 3 million metric tons per year of palm oil. Annual domestic consumption in Thailand could also increase by 350,000 metric tons as the country moves to B7 from B5, while demand in Malaysia could rise by 300,000 mt as the government raises its biodiesel blend to B15 from B10.Rising biofuel demand, elevated crude oil prices, and supply risks from the potential development of an El Nino weather trend will support palm oil prices, with the MPOC projecting them at around 4,500 ringgit/mt in the near term."However, further gains are likely to be capped by softer export demand amid inflation and weaker economic growth in key importing countries, alongside rising stocks as palm oil production gradually enters its seasonal peak," the MPOC said.According to Jim Teh, senior palm oil trader at Interband Group of Co., as cited by Bernama, palm oil prices could trade between 4,200 ringgit/mt and 4,300 ringgit/mt this week due to profit taking.

Asia

Hanwha Systems Swings to Loss in Q1

South Korean shipbuilder Hanwha Systems (KRX:272210) posted first-quarter net loss attributable to shareholders of 55 billion won, swinging from an attributable net income of 27.9 billion won a year earlier, according to a Monday filing with the Korea Exchange.Sales were up 17% year over year to 807.1 billion won from 690.1 billion won.Shares of Hanwha Systems fell over 3% at market close.

$KRX:272210
Asia

SG Micro's Attributable Profit Soars 107% in Q1

SG Micro's (SHE:300661) attributable profit surged 107% to 123.7 million yuan in the first quarter from 59.8 million yuan in the year-ago period, according to a Monday filing with the Shenzhen bourse.Earnings per share at the integrated circuit manufacturer increased to 0.1975 yuan from 0.0965 yuan in the prior-year period.Operating revenue grew 39% year over year to 1.10 billion yuan from 789.6 million yuan.

$SHE:300661