FINWIRES · TerminalLIVE
FINWIRES

美国石油市场最新消息:受美伊和平协议预期和库存下降影响,原油价格企稳

By

-- 周四午盘交易中,原油期货价格变动不大,市场对美伊和平协议的乐观情绪升温,该协议旨在结束中东冲突。美国原油库存降幅超出预期,进一步支撑了油价。 近月西德克萨斯中质原油期货下跌0.05%,至每桶95.22美元;布伦特原油期货下跌0.55%,至每桶100.64美元。 荷兰国际集团(ING)策略师周四在一份报告中指出:“美国能源信息署(EIA)数据显示,上周美国商业原油库存下降230万桶,低于美国石油协会(API)公布的810万桶降幅,也略低于市场预期的240万桶降幅。” 上周美国原油和燃料库存继续下降,美国能源信息署的最新数据显示,原油库存减少230万桶,至4.572亿桶。 美国能源信息署(EIA)表示,截至5月1日当周,炼油厂原油进料量较前一周减少4.2万桶/日,平均约为1600万桶/日;原油产量也减少1.3万桶/日,至1360万桶/日。 据报道,伊朗将在未来两天内通过美伊谈判的调解方巴基斯坦,对美国提出的仅一页的谅解备忘录作出回应。然而,伊朗尚未表明是否会接受这些条款。 Rystad Energy的策略师表示,伊朗革命卫队对美国的提议保持沉默,这与以往对美国倡议作出回应的情况有所不同。 分析人士认为,伊朗方面不予置评可能表明,德黑兰高层正在认真考虑这项提议。 据报道,该谅解备忘录将允许逐步重新开放霍尔木兹海峡,并解除美国对伊朗港口的封锁。 周三,特朗普表示,美国将解除封锁,“前提是伊朗同意交出已达成的协议,但这或许是一个很大的假设”,他还补充说,“如果他们不同意,轰炸就开始了。” Kpler中东能源主管阿梅娜·巴克尔表示,几十年来,石油行业一直在应对各种挑战,而衡量一项真正协议是否达成的良好指标是,能源公司是否对此充满信心,并开始据此做出决策。“我们距离看到这一点还很远,”巴克尔说。 另一方面,美国财政部周四对伊拉克石油部副部长实施制裁,指控他参与了一项计划,该计划通过将伊朗石油与伊拉克原油混合,帮助伊朗违反国际禁运出售石油。 美国财政部称,伊拉克石油部副部长阿里·马里杰·巴哈德利授权每天用卡车向一名走私者运送价值数百万美元的伊拉克石油,该走私者将伊拉克石油与伊朗原油混合。马里杰还协助伪造文件,使这种混合产品能够伪装成纯伊拉克石油走私到市场。

Related Articles

Insider Trading

Teva Pharmaceutical Industries Insider Sold Shares Worth $384,444, According to a Recent SEC Filing

Amir Weiss, Chief Accounting Officer, on May 06, 2026, sold 10,679 shares in Teva Pharmaceutical Industries (TEVA) for $384,444. Following the Form 4 filing with the SEC, Weiss has control over a total of 20,016 ordinary shares of the company, with 20,016 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/818686/000119312526211855/xslF345X05/ownership.xml

$TEVA
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Doordash, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $2 to $240, based on 30x our 2027 EPS view, just below DASH's three-year average (~32x) given competitive threats from AI and Uber Eats, offset by the company's dominant market position and positive network effects. We raise our 2026 adjusted EPS view by $0.10 to $5.63 and 2027's by $0.06 to $7.99. We are encouraged by DASH's Q2 Marketplace GOV guidance (+36% Y/Y), an encouraging result following relatively soft guidance for Q1, especially given fears of a weakening consumer. International sales continue to scale solidly, with Deliveroo accelerating to 14% Y/Y growth in Q1 vs. 7% growth in Q4 (we expect continued improvement all year). Margin pressure remains (adjusted EBITDA margin -20 bps Y/Y to 2.4%) but should fade as platform integration activities finish up early next year. Adjusted EBITDA guidance (midpoint of $820M) was above expectations ($742M), despite the company expecting another $50M gas relief charge, which should persist amid the Strait of Hormuz closure.

$DASH
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of Tyson Foods, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target remains $76, a 15x multiple of projected FY 27 EPS of $5.09 (raised by $0.02). We also lift our FY 26 (Sep.) EPS est. by $0.09 to $4.11. This multiple is slightly above TSN's long-term average of 14x, reflecting favorable secular tailwinds, including a continued shift in consumer preferences toward protein and improved earnings growth potential as the Beef segment recovers, likely in FY 27. Operationally, TSN is executing well, particularly in Chicken, where margins continue to widen, up 290 bps year over year in FQ2. Beef remains pressured by historically tight cattle supplies, with the U.S. herd at its lowest level since 1951, though we expect margins to improve following recent restructuring actions, including rightsizing production to improve capacity utilization. TSN's balance sheet is solid, noting its leverage ratio (net debt/adjusted EBITDA) has now improved to 2.2x vs. 3.9x two years ago. This provides a decent degree of financial flexibility in our view.

$TSN