-- 周二盘前，美国股指期货走高，交易员密切关注中东地区敌对行动可能再次升级的动向。 道琼斯工业平均指数期货上涨0.3%，标普500指数期货上涨0.4%，纳斯达克指数期货上涨0.6%。 阿联酋称遭到伊朗无人机和导弹袭击，而美国则表示在霍尔木兹海峡击沉了伊朗船只。 美国总统唐纳德·特朗普曾表示，美国将帮助引导滞留在波斯湾的船只。他在周一发表于Truth Social网站上的一篇文章中称，一艘韩国货船遭到伊朗袭击受损，但美国击沉了七艘伊朗小艇。 “除了那艘韩国货船之外，目前为止，没有其他船只在霍尔木兹海峡遭到袭击，”特朗普说道。 交易员们消化了最新一轮的财报，Palantir Technologies (PLTR) 和 Vertex Pharmaceuticals (VRTX) 公布的第一季度调整后盈利和营收均有所增长。汇丰银行 (HSBC) 也公布了第一季度盈利和营收的增长。 油价走低，近月全球基准北海布伦特原油下跌1.6%，至每桶112.67美元；美国西德克萨斯中质原油下跌2.4%，至每桶103.94美元。 彭博社汇总的预测显示，将于美国东部时间上午8:30发布的国际货物贸易报告预计将显示贸易逆差从上月的573亿美元扩大至610亿美元。将于美国东部时间上午9:45发布的4月份采购经理人指数综合终值预计将为52.1，高于此前公布的52.0。 美国东部时间上午10点公布的3月份新屋销售数据预计年化率为65.2万套。供应管理协会（ISM）4月份服务业指数预计为53.7，低于此前预测的54.0。美国劳工部职位空缺和劳动力流动调查显示，3月份职位空缺预计为685万个，低于上月的688.2万个。 美联储负责监管的副主席米歇尔·鲍曼将于上午10点发表讲话，美联储理事迈克尔·巴尔将于下午12:30发表讲话。
Related Articles
Mining & Metals
Bravo Mining Up 1.4% As Provides Latest Assays from Luanga Project in Brazil
Bravo Mining (BRVO.V) reported Tuesday assays from eight drill holes in the Central sector and newly tested Crescent zone at the Luanga palladium-platinum-rhodium-gold-nickel deposit in Brazil.Highlights include 70 meters at 1.9 grams per tonne platinum group metals and gold (PGM+Au) plus 0.28% nickel, including 20 m at 3.6 g/t PGM+Au plus 0.40% nickel, as well as 19 m at 3.2 g/t PGM+Au, and 8 m at 1.94% copper plus 0.6 g/t PGM+Au.The results continue to demonstrate potential to expand and upgrade Luanga's mineral resource, Bravo said, adding it has completed 400 drill holes to date, with results reported for 355 drill holes to date. Assays are pending for 37 holes."Infill drilling is consistently intercepting thicknesses and grades often comparable to, or exceeding results from, earlier drilling. Drill sections in this news release also demonstrate that grades continue to be consistent, with excellent continuity from hole to hole and section to section," said Luis Azevedo, Chairman and CEO. "We are also encouraged with positive results from the new Crescent Zone, a regional target outside Luanga's three main PGM sectors. The Crescent Zone was delineated through reinterpretation and relogging triggered by the completion of the 2025 geophysical surveys. We've also intercepted another encouraging copper occurrence (DDH26LU307) at the eastern end of the Crescent Zone that warrants further investigation."Shares in BRVO were up 1.4% in Canada at last look.Price: $3.55, Change: $+0.05, Percent Change: +1.43%
$BRVO.V
Oil & Energy
EMEA Oil Update: Oil Prices Edge Lower Despite US-Iran Firefight
Oil prices dipped on Tuesday as the US military launched Project Freedom to break the blockade of the Strait of Hormuz.Front-month Murban crude futures fell 1.2% to $106 per barrel, while Brent futures fell 2% to $112.06/bbl.However, the decline was sharply checked by a direct exchange of fire between US and Iranian forces and a drone strike on the UAE's Fujairah oil terminal, which shattered a month-long ceasefire and reignited fears of a prolonged global energy crisis, analysts said.Analysts noted that the oil market remains on high alert following breaking news of an attack on a US Navy vessel.The hostilities broke out as the US initiated a mission to extract commercial ships currently trapped within the Persian Gulf.While US Central Command reportedly confirmed that two American merchant ships successfully completed their transit through the Strait of Hormuz, a subsequent direct fire exchange between US and Iranian forces now endangers the survival of the ceasefire established four weeks ago.The regional fallout intensified as the UAE reported its first defensive interceptions of Iranian missiles and drones since the April 8 ceasefire began.However, one Iranian drone successfully struck an oil terminal at the Port of Fujairah, sparking a major fire at the facility.Record-breaking supply losses of 10 million barrels per day have already depleted global inventories, and experts warn that if the Strait remains obstructed, this energy crisis could extend through late 2026 and into 2027.
Research
Research Alert: Huntington Ingalls Posts Q1: Sales Growth Offset By Margin Pressure
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HII reported Q1 revenues of $3.1B, up 13.4% Y/Y and 2.7% above consensus, though operating margin compressed 89 bps to 5.0% despite revenue growth. Q1 EPS of $3.79 matched the prior year and exceeded consensus by $0.08. The results underscore a tension we've been monitoring: while top-line growth validates the favorable demand environment, the path to achieving 9%-10% shipbuilding margin targets is proving more gradual than expected. Management reaffirmed FY26 guidance with shipbuilding revenues of $9.7B-$9.9B, operating margins of 5.5%-6.5% and FCF of $500M-$600M. Newport News drove growth with revenues up 19.3% to $1.7B, though segment margin declined 80 bps to 5.3% due to the absence of favorable Virginia-class contract adjustments. Free cash flow remained negative at $461M. We believe the pending Virginia Block VI and Columbia Build II contract awards remain critical catalysts, as these should incorporate current cost structures and enable better margin capture on future work.
$HII