-- 週五收盤前,美國股市漲跌互現。此前,美國總統川普對伊朗修改後的和平方案表示不滿,而企業獲利提振了科技和通訊服務板塊。 那斯達克指數上漲1.1%,收25,158.2點;標普500指數上漲0.5%,收在7,244.4點。兩大指數均觸及盤中歷史新高。道瓊工業指數小幅下跌不到0.1%,收在49,607.5點,此前該指數一度走高。 根據《華爾街日報》週五報道,伊朗向華盛頓提交了一份新的結束戰爭方案,其中暗示了妥協的跡象。但知情人士告訴《華爾街日報》,雙方在重新開放霍爾木茲海峽和伊朗核計畫等實質問題上仍存在巨大分歧。 據彭博社報道,川普在白宮對記者表示:“他們想達成協議,但我並不滿意。” “我們剛剛和伊朗方面進行了對話。讓我們看看結果如何。但我必須說,我並不滿意。” 西德州中質原油期貨價格週五晚間繼續走低,下跌3%至每桶102.07美元。布蘭特原油期貨價格也下跌2%至每桶108.45美元。 公司新聞方面,蘋果(AAPL)股價上漲3.3%,成為道瓊指數中漲幅第二大的股票。此前,這家iPhone製造商隔夜公佈了第二財季的獲利和營收年增。蘋果董事會也提高了季度股息,並批准了一項高達1000億美元的股票回購計畫。 在交易尾盤,根據Finviz彙編的數據,市值超過2000億美元的公司中,甲骨文(ORCL)、英特爾(INTC)和美光科技(MU)領漲。在該類別漲幅最大的十檔股票中,有一半是軟體或半導體公司。
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US Oil Update: Futures Slide on Hopes for US-Iran Talks, Hormuz Reopening
Crude oil futures retreated in after-hours trading on Friday after reports that Iran had sent a new peace proposal to the US via Pakistani mediators, easing fears of a further supply disruption from the Middle East and raising hopes for the reopening of the Strait of Hormuz.Front-month West Texas Intermediate crude futures slipped by 2.45% to $102.50 per barrel, while Brent futures were down by 1.21% to $109.06/bbl.On Friday, President Trump sent letters to Congress explaining that, due to the ceasefire, he doesn't need its authorization for military operations in Iran, even though the conflict hit the 60-day mark this week."On April 7, 2026, I ordered a 2-week ceasefire. The ceasefire has since been extended. There has been no exchange of fire between United States Forces and Iran since April 7, 2026. The hostilities that began on February 28, 2026, have terminated," Trump said in letters to the House and the Senate.Trump said that despite the success of US operations against Iran and continued efforts to secure peace, the threat posed by Tehran to the US and its forces remains significant.The IRGC Navy command said it will enforce "new rules" over waters near Iran's coast in the Arabian Sea and the Hormuz, making it "a source of security and prosperity for the region."Iran reportedly sent its latest proposal for negotiations with the US to Pakistani mediators on Thursday, according to media reports, as Trump threatens to maintain the blockade of Iranian ports amid behind-the-scenes diplomacy to end the Middle East conflict.The US reportedly sent its list of amendments on Monday to reinsert the nuclear issue into the agreement under discussion, with one of the amendments demanding that Iran commit to not attempting to move any enriched uranium.On Friday, the US Department of the Treasury's Office of Foreign Assets Control said it could sanction vessels that pay tolls to Iran for safe transit through the Strait of Hormuz, even if those payments are made in the form of charitable donations to Iranian NGOs.The Department said Iranian demands for toll payments may include fiat currency, digital assets, offsets, informal swaps, or charitable donations made to the Iranian Red Crescent Society, Bonyad Mostazafan, or Iranian embassy accounts.Traffic through the Hormuz was cut by half on April 30 to seven crossings from the previous day, with traffic split between four commercial and three non-commercial movements, according to Kpler.
Research Alert: CFRA Maintains Buy Rating On Shares Of Illumina
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $161 from $140, 31x our 2026 EPS estimate (up to $5.18 from $5.13; 2027 estimate up to $5.89 from $5.81), a premium to ILMN's one-year historical forward average of 24x. We were encouraged by ex-China organic sales rising ~3.5% Y/Y in Q1, while adjusted operating margin rose 150 bps Y/Y to 21.9%. We look positively on recent Congressional action to modestly increase the National Institutes of Health (NIH) budget (~1%) rather than the dramatic cuts initially feared by investors, though ILMN's guidance implies continued pressure in academic end markets in 2026. Excluding China, sequencing consumables within research and applied was down 12% Y/Y in Q1, though clinical consumables sales rose 20% Y/Y. Positively, ILMN placed over 80 NovaSeq X instruments (up 20 Y/Y) during the quarter, indicating strong momentum.