FINWIRES · TerminalLIVE
FINWIRES

蘋果股價提振科技股,股市盤中多數上漲。

By

-- 美國基準股指盤中多數走高,蘋果(AAPL)財報發布後的股價上漲提振了科技板塊,油價則出現下跌。 週五午盤過後,那斯達克指數上漲1.2%,報25,183.1點;標普500指數上漲0.6%,報7,252.5點。兩大股指前一交易日均創下收盤新高。道瓊工業指數週五盤中基本持平,報49,661.6點。 各板塊中,科技板塊領漲,漲幅達1.7%,而能源板塊跌幅最大。 蘋果股價上漲4%,是道瓊指數成分股中表現最佳的股票。週四晚些時候,這家科技巨頭公佈了第二財季業績,超出華爾街預期,其中iPhone收入表現尤為強勁。 Wedbush Securities在一份報告中指出,儘管Mac機型的供應限制可能持續數月,但蘋果第三財季的營收預期仍遠超華爾街的預期。 其他幾家大型科技公司股價盤中也出現上漲,其中甲骨文(ORCL)上漲7.4%,成為標普500指數中漲幅最大的股票之一。英特爾(INTC)、Salesforce(CRM)、微軟(MSFT)、亞馬遜(AMZN)、思科(CSCO)和IBM(IBM)的股價也都有所上漲。 在其他公司新聞方面,埃克森美孚(XOM)和雪佛龍(CVX)公佈的第一季獲利年減,原因是受中東戰爭導致的供應中斷影響,但實際獲利仍高於華爾街的預期。埃克森美孚股價盤中下跌1.2%,雪佛龍股價下跌1.5%,成為道瓊指數中表現第二差的股票。 西德州中質原油下跌3.1%,至每桶101.82美元;布蘭特原油下跌2.1%,至每桶108.04美元。 根據美國消費者新聞與商業頻道(CNBC)週五報道,美國總統唐納德·川普表示,他對伊朗提出的新和平方案感到不滿,並指出德黑蘭「想要達成協議,但我並不滿意」。 根據美國有線電視新聞網(CNN)引述黎巴嫩衛生部的消息報道,以色列對黎巴嫩南部哈布希鎮的空襲造成6人死亡。 美國公債殖利率盤中走低,10年期公債殖利率下跌1.4個基點至4.38%,2年期公債殖利率下跌1個基點至3.88%。 經濟新聞方面,美國製造業4月持續成長,但受中東衝突造成的衝擊,通膨壓力加劇。供應管理協會(ISM)和標普全球(SPGI)的獨立調查均證實了這一點。 道明經濟諮詢公司(TD Economics)在一份報告中指出:「價格支付指數飆升至多年高位,同時供應商交貨明顯放緩,這表明供應鏈壓力和通膨壓力不斷增加,而能源價格飆升和戰爭相關幹擾正是造成這一壓力的根源。這些價格壓力的回升令聯準會保持警惕,也印證了市場預期,即任何短期內的政策可能出台。 三位聯準會官員週五表示,他們先前曾希望修改4月貨幣政策聲明的措辭,但通膨和就業風險並不足以構成所謂的寬鬆傾向。 週三,克利夫蘭聯邦儲備委員會主席貝絲·哈馬克、明尼阿波利斯聯邦儲備委員會主席尼爾·卡什卡里和達拉斯聯邦儲備委員會主席洛里·洛根支持美聯儲維持基準貸款利率不變的決定,但反對在聯邦公開市場委員會的聲明中加入寬鬆傾向。 黃金價格上漲0.4%,至每盎司4,647美元;白銀價格上漲3%,至每盎司76.23美元。

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Exxon Mobil Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $167, up $1, reflects EV/EBITDA and DCF analyses. We apply an 8.2x multiple of EV to est. 2027 EBITDA - above XOM's historical forward average but below peak levels - yielding $125 per share. Our DCF model, using medium-term free cash flow growth of 5.6% per year, terminal growth of 2.5%, discounted at a WACC of 5.9%, yields $209 per share. We cut our 2026 EPS estimate by $1.43 to $9.21 and 2027's by $0.66 to $8.07. XOM's upstream production fell 8.2% sequentially in Q1, notably in Asia, where liquids production was down 21% and natural gas production was down 31%. Some of that decline is due to damage to Qatar LNG installations that have been damaged and are likely to take three to five years to restore to pre-war condition. Absent those issues as well as Winter Storm Fern, XOM noted that its upstream production would have grown 8% in Q1. We see ongoing strength in downstream margins, but the main catalysts should be volume recovery in Asia and crude oil prices.

$XOM
Research

Research Alert: CFRA Reiterates Buy Rating On Shares Of Crane Company

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $235 from $220 following CR's Q1 earnings print, valuing shares at 30x our 2027 EPS outlook of $7.85 (in line with previous forecast; 2026 EPS estimate revised to $6.85 from $6.70). We continue to see upside in shares as OEM sales pick up, along with improving aircraft production rates and as CR leverages its solid balance sheet to acquire and integrate attractive M&A targets (leverage ratio ~1.4x). The Aerospace continued to see strong order flows, with core backlog rising 14% Y/Y as a direct result. Commercial aftermarket sales were a point of concern in Q1 given the spike in oil prices, though we believe growth will eventually reaccelerate in this market given still-elevated utilization rates of aging fleets. Growth in Process Flow Tech was muted in Q1, though organic orders were encouraging as growth markets (pharma, cyro, power generation) support overall demand. We reiterate our Buy opinion on CR shares.

$CR
Insider Trading

Fiverr International Insider Sold Shares Worth $813,084, According to a Recent SEC Filing

Micha Kaufman, Director, Chief Executive Officer, on April 29, 2026, sold 66,400 shares in Fiverr International (FVRR) for $813,084. Following the Form 4 filing with the SEC, Kaufman has control over a total of 2,607,126 ordinary shares of the company, with 2,607,126 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1762301/000117891326002326/xslF345X05/zk2635168.xml

$FVRR