-- 周三午盘交易中,原油期货价格基本持稳,此前有报道称,美国和伊朗正在考虑延长霍尔木兹海峡封锁期间的停火协议。同时,美国原油库存降幅超出预期,也进一步支撑了油价。 近月西德克萨斯中质原油期货下跌0.58%,至每桶91.81美元;布伦特原油期货上涨0.90%,至每桶95.64美元。 美国能源信息署(EIA)周三发布的周报显示,截至4月10日当周,美国原油库存减少90万桶,至4.638亿桶。 该机构还表示,汽油总库存较上周减少630万桶,至2.329亿桶;馏分油库存减少310万桶,至1.116亿桶。 据媒体报道,巴基斯坦陆军参谋长阿西姆·穆尼尔周三抵达德黑兰,旨在缓和中东紧张局势并安排第二轮美伊和平谈判。 据报道,双方正在考虑将周二到期的停火协议再延长两周,以便有更多时间进行和平谈判。 据报道,特朗普总统周三表示,中东冲突“即将结束”,并指出与伊朗的谈判可能“在未来两天”在巴基斯坦伊斯兰堡举行。 SEB Research的大宗商品分析师奥勒·R·赫瓦尔比表示,市场将外交进展解读为局势实质性缓和的信号,这自然导致原油期货价格下跌。 与此同时,美国中央司令部表示,其对霍尔木兹海峡的封锁现已全面生效,“彻底”切断了德黑兰的国际海上贸易,而海上贸易约占伊朗经济的90%。 盛宝银行策略师表示,交易员们正在着眼于超越史上最严重的供应中断,包括美国对霍尔木兹海峡的封锁——该封锁已阻止伊朗出口产品进入市场。 据媒体报道,受美国制裁的中国籍油轮“Rich Starry”号在周三驶离阿拉伯湾后,于周三返回霍尔木兹海峡。 与此同时,MarineTraffic周四表示,悬挂马耳他国旗的原油油轮“Agios Fanourios I”号成为自美国封锁生效以来首艘通过霍尔木兹海峡的原油运输船。 Hvalbye表示,SEB的基本预测假设霍尔木兹海峡“在5月中旬全面重新开放之前,其运行能力仅为正常水平的20%,并且波斯湾地区不会再有其他大型石油或天然气基础设施遭到破坏。”
Related Articles
Scotiabank Previews This Week's February and Preliminary March GDP for Canada
Canada reports gross domestic product for February and the preliminary estimate for March on Thursday, said Scotiabank.February was initially guided by Statistics Canada to have been tracking a 0.2% month-over-month gain last month. Updated estimates are still in the same ballpark, but investors also get important details on sector drivers, noted the bank.More meaningful may be the flash guidance, with no details, for March GDP, for which there is very little information so far, but a small gain is "feasible," stated Scotiabank.The outcome will further inform Q1 GDP growth tracking on a production/income basis using monthly GDP. It's feasible that growth is tracking close to the Bank of Canada's 1.8% January Monetary Policy Report estimate, but that's on an expenditure basis. The massive over 4% inventory drag on Q4 GDP could reverse as an added upside, pointed out the bank.One key is that consumer spending on goods is tracking a strong rebound in Q1 based on retail sales volumes. It's untrue that the economy isn't exhibiting rate sensitivity, a view that is disproportionately driven by a false understanding of what's keeping condo markets weak in Toronto and Vancouver, added Scotiabank.
Vicor Insider Sold Shares Worth $2,079,226, According to a Recent SEC Filing
Alvaro Doyle, Vice President and Chief Information Officer, on April 23, 2026, sold 8,000 shares in Vicor (VICR) for $2,079,226. Following the Form 4 filing with the SEC, Doyle has control over a total of 42 common shares of the company, with 42 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/751978/000182673026000002/xslF345X05/primary_doc.xmlPrice: $265.29, Change: $-8.24, Percent Change: -3.01%
BioMarin Seen Building Broader Rare-Disease Platform After Amicus Deal, Morgan Stanley Says
BioMarin Pharmaceutical (BMRN) is emerging as a broader rare-disease platform as its acquisition of Amicus Therapeutics (FOLD) adds two approved medicines and reduces reliance on Voxzogo, Morgan Stanley said Monday in a report.The Amicus deal reshapes BioMarin's outlook by adding Galafold and Pombiliti with Opfolda, products that fit the company's global commercial network, the report said. The therapies are expected to generate more than $1.3 billion in revenue by 2030, Morgan Stanley said.The acquisition is projected to accelerate revenue growth immediately after closing and to be accretive to non-GAAP earnings within 12 months, with "substantial accretion" beginning in 2027, the report said. BioMarin closed its $4.8 billion purchase of Amicus on Monday.Morgan Stanley resumed coverage on BioMarin stock with an overweight rating and a $120 price target.Price: $54.08, Change: $+0.90, Percent Change: +1.68%