-- 周一下午，科技股小幅上涨，道富科技精选行业SPDR ETF (XLK)上涨0.2%，道富SPDR标普半导体ETF (XSD)小幅上涨。 费城半导体指数下跌0.5%。 行业新闻方面，人工智能芯片制造商Cerebras Systems计划启动其首次公开募股（IPO）的路演，目标是筹集略高于40亿美元的资金。 公司新闻方面，据彭博社报道，微软(MSFT)支持的OpenAI已从投资者处获得超过40亿美元的资金，用于成立一家价值100亿美元的新合资企业，以扩大其人工智能产品的应用。微软股价上涨0.1%。 思科系统(CSCO)股价上涨1%，此前该公司周一宣布计划收购Astrix Security，以增强其自动化代理和非人类身份防御能力。 Blaize (BZAI) 宣布与 Winmate 签署战略合作协议，将其人工智能芯片集成到国防和关键基础设施系统中，预计第一年业务收入约为 1500 万美元。Blaize 股价应声飙升，涨幅超过 27%。
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Research
Research Alert: Bmrn Delivers Mixed Q1 Results As Amicus Deal Closes And Pipeline Advances
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BioMarin delivered mixed Q1 2026 results with revenue of $766M (+3% Y/Y), beating consensus by $14M, but Non-GAAP EPS of $0.76 vs $1.13 (-33% Y/Y) missed consensus of $0.91. The quarter was impacted by a $31M NAGLAZYME manufacturing charge and Amicus acquisition costs. The $4.8B Amicus acquisition closed in April, adding GALAFOLD and POMBILITI + OPFOLDA to expand BioMarin's rare disease portfolio. Management raised 2026 revenue guidance to $3.825B-$3.925B, representing 20% Y/Y growth at the midpoint. Multiple pipeline catalysts are expected in 2026, including BMN 401 Phase 3 results for ENPP1 deficiency and VOXZOGO Phase 3 data for hypochondroplasia in Q2, both potentially supporting regulatory submissions in 2H 2026. BMRN expects more than 55% of 2026 revenues in the second half, driving back-end-loaded EPS recognition, in our view. With $2B in cash and $221M Q1 operating cash flow, BioMarin maintains substantial financial flexibility, in our opinion.
$BMRN
Commodities
US Natural Gas Update: Futures Jump to Four Week High on Cooler Forecasts
US natural gas futures trimmed earlier gains in after-hours trade on Monday but still climbed to a four-week high as cooler weather forecasts lifted prices.Both the front-month Henry Hub contract and the continuous contract rose 2.73% to $2.856 per million British thermal units.Expectations for below-normal temperatures across key consuming regions underpinned the rally, with forecasts pointing to increased heating demand in the near term.The Energy Buyers Guide said cooler-than-normal conditions are expected to dominate the eastern two-thirds of the US over the next two weeks, while the West is forecast to stay significantly warmer than average. Even so, overall energy demand is expected to remain subdued into mid-May, absent a major shift in weather patterns.Despite the price strength, underlying demand signals remain mixed. The Energy Buyers Guide noted that Monday likely marked the seasonal low point for combined heating and cooling demand, with population-weighted degree days projected at just 5.1, the lowest level since early May 2025. It suggested this could represent a transition point before stronger cooling demand emerges later in the spring.On the supply side, ample inventories continue to weigh on the broader outlook. Barchart noted that natural gas prices had dropped to a 1.5-year nearest-futures low on Apr. 17 amid robust storage levels. US Energy Information Administration data showed inventories as of Apr. 24 were 7.7% above the five-year seasonal average.Production also remains strong. Lower-48 dry gas output was estimated at 110.1 billion cubic feet per day on Monday, up 3.2% from a year earlier and slightly above what the EIA considers typical maximum capacity for April, according to BNEF. Demand in the Lower 48 states totaled 65.5 bcf/day, up 7.0% year over year.LNG feedgas flows showed some softening. Net flows to US LNG export terminals were estimated at 18.0 bcf/day on Monday, down 6.8% from the prior week, BNEF data showed.Reuters, citing LSEG data, reported that exports from the LNG Canada facility exceeded 1 million metric tons in April, setting a monthly record. The plant, the country's first major LNG export terminal and the first on North America's West Coast, shipped all volumes to Asia, with more than half destined for South Korea and at least one cargo delivered to China.
Australia
Vornado Realty Trust Q1 Non-GAAP FFO, Revenue Fall; Shares Drop After Hours
Vornado Realty Trust (VNO) reported Q1 non-GAAP funds from operations late Monday of $0.52 per diluted share, down from $0.63 a year earlier.Analysts polled by FactSet expected $0.51.Revenue in the three months ended March 31 fell to $459.1 million from $461.6 million a year earlier.Analysts surveyed by FactSet expected $431.7 million.Vornado shares fell 3% in after-hours trading.
$VNO