-- 周一下午，能源股走高，纽约证券交易所能源板块指数上涨0.7%，道富能源精选板块SPDR ETF（XLE）上涨0.6%。 费城石油服务板块指数下跌0.7%，道琼斯美国公用事业指数下跌0.7%。 在板块新闻方面，由于投资者权衡霍尔木兹海峡的军事行动，油价上涨。霍尔木兹海峡是全球约五分之一原油运输的咽喉要道。据《华尔街日报》报道，周一霍尔木兹海峡的军事紧张局势升级，多艘船只遭到袭击，伊朗发出威胁，美国派出驱逐舰击退了进一步的袭击。该报称，这些冲突发生在唐纳德·特朗普总统提出让滞留在波斯湾的船只通过这条关键水道离开的倡议之后。 近月西德克萨斯中质原油期货价格上涨3.5%，至每桶105.53美元；全球基准布伦特原油期货价格上涨5.7%，至每桶114.28美元。亨利枢纽天然气期货价格上涨3.7%，至每百万英热单位2.88美元。 公司新闻方面，瑞银分析师在一份报告中指出，雪佛龙（CVX）第一季度财报显示，其盈利将环比显著加速增长，且这一势头将在今年剩余时间和2027年上半年持续增强。瑞银维持对雪佛龙股票的“买入”评级，并将目标价从218美元上调至220美元。雪佛龙股价上涨1.5%。
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Treasury
US Treasury Lifts Q2 Borrowing Estimate
The US Treasury said Monday that it expects to borrow $189 billion in Q2, a larger borrowing estimate than the $109 billion it announced in its previous statement.The reason for the increase in the borrowing estimate was lower projected net cash flows that were partially offset by a higher-than-expected cash balance at the start of the quarter. The Treasury still assumes a $900 billion end-of-quarter balance.Borrowing is seen at $671 billion in Q3, with an estimated cash balance of $950 billion at the end of September.The Treasury borrowed $577 billion in Q1, ending March with an $893 billion cash balance at the end of the quarter. The Treasury had previously expected to borrow $574 billion with an end-of-March cash balance of $850 billion.The slightly higher amount of Q1 borrowing was due to a higher-than-assumed end-of-quarter cash balance that were partially offset by higher net cash flows, the Treasury said.
Insider Trading
Ceco Environmental Insider Sold Shares Worth $830,145, According to a Recent SEC Filing
Munish Nanda, Director, on May 01, 2026, sold 11,218 shares in Ceco Environmental (CECO) for $830,145. Following the Form 4 filing with the SEC, Nanda has control over a total of 62,031 common shares of the company, with 62,031 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/3197/000119312526203739/xslF345X05/ownership.xmlPrice: $77.31, Change: $+3.01, Percent Change: +4.05%
$CECO
Treasury