-- 周二下午，消费类股票上涨，道富消费必需品精选行业SPDR ETF (XLP) 和道富非必需消费精选行业SPDR ETF (XLY) 均上涨约0.5%。 行业新闻方面，Redbook美国同店销售额在截至5月2日当周同比增长7.8%，此前一周同比增长7.7%。Redbook表示：“随着母亲节临近，天气转暖和促销活动正在推动季节性服装和配饰的销售。” 据《华尔街日报》报道，美国总统唐纳德·特朗普对美国食品药品监督管理局局长马蒂·马卡里(Marty Makary)批准调味电子烟和尼古丁产品耗时过长表示不满。 公司新闻方面，哈雷戴维森(HOG)股价在公布第一季度业绩后上涨超过6%。该公司公布的第一季度每股摊薄收益为0.22美元，低于去年同期的1.07美元。 FactSet调查的分析师此前预期每股收益为0.22美元。该季度营收为11.7亿美元，低于去年同期的13.3亿美元，但高于FactSet分析师普遍预期的10.1亿美元。 百威英博(ABEV)股价飙升15%，此前该公司公布的第一季度经调整后的盈利和净营收均高于预期。 百威英博(BUD)股价上涨超过9%，此前该公司公布的第一财季基本盈利和营收均高于预期。 据彭博社报道，由于中东冲突导致工期延误，永利度假村(WYNN)正在考虑推迟其位于阿联酋、耗资51亿美元的永利阿尔玛尔詹岛赌场度假村的开业。永利股价上涨2%。
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US Markets
SEC Proposes Abandoning Quarterly Reporting Schedule For Listed Companies
The US Securities and Exchange Commission said Tuesday that it proposed rule amendments that would abandon the quarterly reporting schedule for public companies.If adopted, the SEC proposals would give companies the option to switch to semiannual reporting from the current practice of filing financials on a quarterly basis, the regulator said.In that case, companies would file one semiannual report and one annual report for each fiscal year. Currently, all companies are required to file three quarterly reports and one annual report each year."Public companies have an obligation under the federal securities laws to provide information that is material to investors," SEC Chairman Paul Atkins in a statement. "Yet, the rigidity of the SEC's rules has prevented companies and their investors from determining for themselves the interim reporting frequency that best serves their business needs and investors."US President Donald Trump in September floated the idea of replacing the quarterly reporting schedule with semiannual reporting."This will save money, and allow managers to focus on properly running their companies," Trump wrote on Truth Social at the time.The flexibility in determining a company's reporting cadence "might reduce some of the burdens of being a public company and potentially influence a company's decision to become or remain public," Atkins said.The SEC is seeking public comment on potentially eliminating the quarterly reporting requirement."Today's proposal is just the first step of the larger, comprehensive effort to review and reshape the current SEC rules governing public companies with respect to their ongoing reporting obligations and their ability to raise capital in the public markets," Atkins said.
Sectors
Sector Update: Tech
Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 2.3% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 4.2%.The Philadelphia Semiconductor index climbed 4.2%.In corporate news, Apple (AAPL) will let users select from multiple third-party AI models for tasks across its iOS 27 software, Bloomberg reported. Apple shares were up 2.7%.
$AAPL
Commodities
US Crude Stocks Set for Second Weekly Draw as Balances Tighten, Macquarie Says
Weekly US crude inventory data from the Energy Information Administration is forecast to show a 5-million-barrel draw for the week ending May. 1, Macquarie strategists said in a weekly note on Tuesday, after a larger-than-expected draw of 6.2 million barrels a week ago.Crude runs are projected to increase by about 100,000 barrels per day, though the timing of seasonal maintenance turnarounds remains a key variable.Crude exports are projected to rise modestly by about 400,000 b/d, while imports are expected to dip by 400,000 b/d."Timing of cargoes remains a source of potential volatility in the weekly crude balance, particularly as exports remain elevated," Macquarie strategists said.Macquarie projected that domestic supply, which includes production, adjustments, and transfers, will drop by 300,000 b/d for the week ended May. 1, while stocks in the Strategic Petroleum Reserve decrease by 5.2 million bbls.On the products front, gasoline inventories are forecast to fall by 400,000 bbls, distillate inventories by 3.8 million bbls, while jet fuel stocks are projected to rise by about 200,000 bbls.Macquarie forecasts the combined implied demand for gasoline, distillates, and jet fuel at about 14.6 mmb/d.