-- 周三下午，能源股走低，纽约证券交易所能源板块指数下跌3.8%，道富能源精选板块SPDR ETF（XLE）下跌4.2%。 费城石油服务板块指数下跌1.6%，道琼斯美国公用事业指数下跌1.2%。 据Axios报道，白宫认为与德黑兰达成协议——一份旨在结束战争并为更详细的核谈判设定框架的单页谅解备忘录——已接近完成。Axios援引两位美国官员和另外两位知情人士的话称，如果伊朗接受这份谅解备忘录，将导致霍尔木兹海峡逐步重新开放，并解除美国对伊朗港口的封锁。一位知情人士告诉彭博社。 近月西德克萨斯中质原油期货价格下跌7%，至每桶95.14美元；全球基准布伦特原油期货价格下跌7.4%，至每桶101.72美元。亨利枢纽天然气期货价格下跌2.5%，至每百万英热单位2.72美元。 截至5月1日当周，包括战略石油储备在内的美国原油库存减少了750万桶，此前一周减少了1340万桶。剔除战略石油储备后，商业原油库存减少了230万桶，此前一周减少了620万桶，而彭博社此前的一项调查显示，市场预期库存将减少340万桶。 行业新闻方面，Triton Uranium总裁斯科特·埃文斯告诉路透社，该公司正考虑于2026年通过与一家特殊目的收购公司（SPAC）合并的方式在美国上市，以期抓住核燃料需求增长的机遇并增强国内供应。报道称，这家总部位于加拿大的公司已开始在萨斯喀彻温省铀城的阿特拉斯项目进行开发工作，该项目拥有约46,742英亩的矿权。 企业新闻方面，Equinor（EQNR）股价下跌超过8%，此前该公司公布的第一季度营收同比下降，且低于分析师预期。 Vermilion Energy（VET）周三公布的第一季度每股摊薄亏损为0.95加元（0.70美元），而去年同期盈利为0.10加元。其股价下跌超过12%。 Nano Nuclear Energy (NNE) 周三宣布，已与 Super Micro Computer (SMCI) 签署谅解备忘录，探讨将 Nano 的能源系统与 Supermicro 的人工智能服务器和数据中心平台进行整合。Nano 股价应声飙升 22%。 Terrestrial Energy (IMSR) 和 Riot Platforms (RIOT) 周三宣布，双方正在合作开发计划中的数据中心与配套核电站相结合的项目。Terrestrial 股价上涨超过 16%。
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