-- 周一盘前，美国股指期货小幅走低，霍尔木兹海峡对峙持续，伊朗与美国冲突已进入第三个月，交易员们也注意到油价上涨。 道琼斯工业平均指数期货下跌0.3%，标普500指数期货下跌0.1%，纳斯达克指数期货上涨0.1%。 美国总统唐纳德·特朗普周日表示，美国将帮助引导因冲突而滞留在波斯湾的船只。伊朗则警告美军不要进入霍尔木兹海峡。 据伊朗法尔斯通讯社报道，一艘美国军舰在贾斯克港附近遭到伊朗海军发射的两枚导弹袭击后，被阻止进入该水道。但据Axios新闻网报道，一位美国高级官员否认了这一报道。 预计本周将公布季度财报的公司包括Palantir Technologies (PLTR)、Advanced Micro Devices (AMD)、汇丰银行 (HSBC)、Arm (ARM)、壳牌 (SHEL) 和麦当劳 (MCD)。 油价上涨，近月全球基准北海布伦特原油上涨2%，至每桶110.31美元；美国西德克萨斯中质原油上涨0.8%，至每桶102.72美元。 彭博社汇总的预估数据显示，将于美国东部时间上午10点公布的3月份工厂订单预计将增长0.6%，此前预估为持平。 纽约联邦储备银行行长约翰·威廉姆斯将于今日发表讲话。 其他国际市场方面，由于公众假期，日本日经指数、中国上证综指和英国富时100指数均休市。香港恒生指数收盘上涨1.2%。德国DAX指数在欧洲午后交易时段持平。 股市方面，阿里巴巴(BABA)股价上涨2%，此前路透社报道称，由阿里巴巴旗下蚂蚁集团支持的中国机器人初创公司Linkerbot表示，将在下一轮融资中寻求60亿美元的估值。eBay(EBAY)股价上涨7.5%，此前GameStop(GME)表示已提交一份不具约束力的收购要约，拟以每股125美元的价格收购eBay所有流通股。泰森食品(TSN)股价上涨1.6%，此前该公司公布的第二财季调整后盈利和销售额均超出分析师预期。 另一方面，挪威邮轮(NCLH)股价下跌5.9%，此前该公司发布了低于预期的第二财季调整后盈利预期，并下调了2026年调整后每股收益预期。
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Australia
Constellium Se Insider Sold Shares Worth $1,561,576, According to a Recent SEC Filing
Philip Ryan Jurkovic, Senior Vice President and Chief Human Resources Officer, on May 01, 2026, sold 48,784 shares in Constellium Se (CSTM) for $1,561,576. Following the Form 4 filing with the SEC, Jurkovic has control over a total of 172,149 ordinary shares of the company, with 172,149 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1563411/000156341126000161/xslF345X05/wk-form4_1777907585.xmlPrice: $31.44, Change: $-0.57, Percent Change: -1.78%
$CSTM
Research
Research Alert: CFRA Lowers Opinion On Shares Of Carpenter Technology To Buy From Strong Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $7 to $508, on an EV/EBITDA of 18.5x our FY 28 (June) EBITDA estimate, in line with CRS's average forward EV/EBITDA during the trailing 12 months of 18.6x. We raise our EPS estimates: FY 26 by $0.07 to $10.64, FY 27 by $0.62 to $13.84 and FY 28 by $0.08 to $16.60. CRS remains exceptionally well-positioned as the aerospace cycle accelerates, with structural demand inflecting and engine orders surging amid tightening nickel-based superalloy supply. We expect sustained pricing power and further margin expansion as SAO segment profitability targets 40%+ longer-term. The $400M brownfield expansion adds only modest capacity versus industry deficits, preserving favorable supply-demand dynamics through FY 28+. However, shares now trade well above historical EV/EBITDA multiples, prompting our downgrade despite strong fundamentals. After the 112% increase in share price in the last year, we think CRS is baking in most of the positive fundamentals, leaving less potential upside.
$CRS
Commodities
Market Chatter: Siemens Energy, GE Vernova Raise Payment Risks for Venezuela Power Rebuild
Venezuela's $100 billion grid rebuild push faces setbacks as firms question payments, with under 13,000 megawatts available from a capacity of 36,000 MW, Reuters reported Monday, citing two sources involved in talks.Executives from Siemens Energy and GE Vernova (GEV) raised payment concerns during April meetings in Caracas, prompting financiers to be cautious about supporting grid upgrades.Those concerns weakened confidence in Venezuela's effort to revive infrastructure under a $100 billion reconstruction plan backed by Washington.Interim President Delcy Rodriguez is prioritizing reliable electricity after taking office in January, but the government has not secured firm payment guarantees for contractors.An executive who attended the Caracas meeting said a decade of neglected plants created massive repair needs, while authorities still lack a clear payment mechanism for suppliers.Available generation remains below 40%, driving repeated outages and restricting industrial output nationwide, according to the report.Thermal plant expansion through 2013 under Hugo Chavez left billions of dollars unpaid to contractors, many of whom authorities are now urging to return.Unclear project priorities, equipment needs, and approval requirements from both Washington and Caracas continue to delay investment decisions, the report added, citing the sources.Venezuela operates less than 13,000 MW from a total installed capacity of 36,000 MW, with fuel-based plants accounting for about 2,500 MW, or roughly 13% of capacity.Rodriguez is targeting repairs at two major thermal plants in early phases, though officials have yet to outline a broader recovery strategy.Multinational companies remain cautious about returning to Venezuela after past disputes during the Hugo Chavez era, when unpaid contracts eroded trust and discouraged future engagement.Several firms that did not receive cash payments pursued arbitration or filed legal claims abroad after accepting promissory notes, which they later sold at steep discounts.Rodriguez's government turned down a proposal from foreign firms that requested upfront payments for repairs and spare parts, while some financiers proposed routing payments through US Treasury-supervised oil revenue accounts, the report added, citing sources.has reached out to Siemens Energy, GE Vernova and PDVSA for any comments.(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: $1081.26, Change: $+18.31, Percent Change: +1.72%
$GEV