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行业动态:能源

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-- 周三下午,能源股走低,纽约证券交易所能源板块指数下跌3.6%,道富能源精选板块SPDR ETF(XLE)下跌4.1%。 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,白宫方面认为,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两位知情人士的话称,如果伊朗接受这份谅解备忘录,将促使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6.2%,至每桶95.96美元;全球基准布伦特原油期货价格下跌6.8%,至每桶102.45美元。亨利枢纽天然气期货价格下跌2.1%,至每百万英热单位2.73美元。 公司新闻方面,挪威国家石油公司(Equinor,股票代码: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。

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Research Alert: CFRA Keeps Hold Rating On Shares Of Neurocrine Biosciences Inc.

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DraftKings Integrating Market-Making Into Predictions a Key Catalyst for Higher Marketing Spend, Oppenheimer Says

DraftKings (DKNG) integrating market-making into Predictions is seen as a key catalyst for increased marketing spend, as it could generate higher lifetime value and customer acquisition cost thresholds, Oppenheimer said in a note emailed Wednesday.The brokerage expects Q1 revenue and earnings before interest, taxes, depreciation and amortization of $1.6 billion and $143 million, respectively, compared with Street consensus of $1.63 billion and $150 million. It forecasts Q2 revenue and EBITDA of $1.67 billion and $284 million, compared with Street estimates of $1.57 billion and $271 million, according to the note.Oppenheimer believes April had strong holds, and anecdotal usage suggests levers around profit-boosts and early wins could support May handle as comparisons ease.The firm said it has yet to see Predictions iterations that command higher marketing spend into the World Cup, but that could change if market-making accelerates.DraftKings is set to report Q1 results Thursday.Oppenheimer maintained an outperform rating on DraftKings with a $35 price target.Price: $24.58, Change: $+0.40, Percent Change: +1.68%

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Update: Super Micro Computer Shares Rise After Fiscal Q3 Adjusted Earnings Beat

(Updates with the latest stock price movement in the headline and the first paragraph.)Super Micro Computer (SMCI) shares rose more than 22% in Wednesday trading, a day after the company reported a fiscal Q3 adjusted earnings beat.The company reported fiscal Q3 adjusted earnings late Tuesday of $0.84 per diluted share, up from $0.31 a year earlier.Analysts polled by FactSet expected $0.62.Revenue for the three months ended March 31 was $10.24 billion, up from $4.60 billion a year earlier.Analysts surveyed by FactSet expected $12.39 billion.For fiscal Q4, the company expects adjusted EPS of $0.65 to $0.79 and revenue of $11 billion to $12.50 billion. Analysts expect EPS of $0.55 and revenue of $11.06 billion.For the full-year fiscal 2026, the company expects revenue in the range of $38.90 billion to $40.40 billion. Analysts expect $40.89 billion.Price: $34.03, Change: $+6.20, Percent Change: +22.27%

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