FINWIRES · TerminalLIVE
FINWIRES

Oil Prices Plunge Following Reports the U.S. and Iran May Be Close to a Peace Deal

作者

-- Oil prices plunged early Wednesday following reports the United States and Iran are close to an agreement to end their war, offering the possibility the Strait of Hormuz could soon reopen.

West Texas Intermediate crude oil was last seen down $8.63 to US$93.64 per barrel after touching US$88.66 in Asian trade, while July Brent oil was down $8.64 to US$101.23.

The drop came as Axios overnight reported the two countries were close to a negotiated deal to end hostilities, which was later confirmed by U.S. President Trump. In a social media post, Trump said the war "will be at an end" and the Strait of Hormuz will reopen to traffic if Iran agrees to a U.S. peace proposal, while threatening to resume bombing if its terms are rejected.

Citing Iran's state media, Reuters reported Iran's Islamic Revolutionary Guard Corps is claiming the Strait, the chokepoint for exports from Persian Gulf nations supplying 20% of daily oil demand, could reopen if a deal is reached.

Oil prices have climbed by more than half since Iran closed the Strait when the war began on Feb. 28, trapping exports of oil, LNG, fertilizers and other commodities in the Persian Gulf. However an end to the war is unlikely to see a quick return to normal. Iranian attacks on oil and gas infrastructure in neighboring countries and restarting production from shut in oilfields will limit a quick return to pre-war operating levels.

"If Hormuz were to be reopened, it would take an additional seven months at minimum to fully restore upstream production, assuming no permanent damage and supply chains operate smoothly. A recovery could take longer if there is damage to ports or other transport and loading infrastructure," S&P Global Energy noted.

A big drop in U.S. oil inventories limited oil's retreat Wednesday. In its weekly survey, the American Petroleum Institute reported domestic oil stocks dropped by 8.1-million barrels last week, well above consensus estimate for a 2.8-million draw, according to Investing.com. The Energy Information Administration will release official inventory data later Wednesday morning.

相关文章

Australia

摩根士丹利称,Lumentum展现出“卓越”的定价能力

摩根士丹利周三发布的一份报告指出,Lumentum (LITE) 的定价能力依然“突出”,该公司第三财季毛利率超出预期350个基点以上。 报告称,该公司可以利用其在电吸收调制激光器和泵浦激光器市场的地位,尤其是在市场紧张时期提高价格。 报告指出:“随着产品需求持续增长,鉴于定价能力不太可能减弱,该股有望在短期内维持牛市估值。” 报告补充道:“这甚至在我们真正看到光路开关 (OCS) 和共封装光学器件 (CPO) 的量产之前,这些产品要到今年晚些时候才会变得更加重要。” 不过,报告也指出,在近期股价强劲上涨之后,适当的“消化”是有益的。 摩根士丹利将 Lumentum 的目标股价从 710 美元上调至 900 美元,并维持“持股观望”评级。Price: $935.74, Change: $-58.82, Percent Change: -5.91%

$LITE
Australia

Wedbush称,超微电脑毛利率超出预期,推动盈利增长。

超微电脑(SMCI)近几个季度的销售额基本达到或超过预期,但毛利率一直是一个持续存在的问题。不过,韦德布什证券(Wedbush Securities)周三表示,本季度情况有所好转,毛利率大幅超出预期。 该公司第三财季毛利率接近10.1%,环比增长370个基点。报告指出,尽管该公司预计本季度毛利率将降至8.2%至8.4%,但仍比韦德布什此前预测的中值高出约80个基点。 该公司表示,新兴/小型云服务商的需求正在增加。报告称,这些小型客户似乎缺乏议价能力来获得折扣,这反而有利于超微电脑的发展。 韦德布什证券更新了对该公司第四财季的预期,预计每股收益为0.72美元,营收为120亿美元,毛利率为8%,高于此前预测的每股收益0.68美元、营收125.8亿美元和毛利率7%。 券商预计,Super Micro Computer 2026财年的每股收益为2.61美元,营收为399.4亿美元,毛利率为8.2%,而此前的预期分别为2.35美元、426.4亿美元和7%。 Wedbush维持对Super Micro Computer的“中性”评级,并将目标价从42美元下调至34美元。 该公司股价在周三的交易中上涨超过16%。Price: $32.49, Change: $+4.66, Percent Change: +16.74%

$SMCI
Insider Trading

根据最近提交给美国证券交易委员会(SEC)的文件显示,西屋空气制动技术公司内部人士出售了价值614,844美元的股票。

2026年5月4日,董事、总裁兼首席执行官拉斐尔·桑塔纳(Rafael Santana)出售了西屋空气制动技术公司(Westinghouse Air Brake Technologies,股票代码:WAB)的2,326股股票,套现614,844美元。根据向美国证券交易委员会(SEC)提交的4号表格文件,桑塔纳目前控制着该公司共计126,403股普通股,其中126,403股为直接持有。 SEC文件链接: https://www.sec.gov/Archives/edgar/data/943452/000162828026031018/xslF345X05/wk-form4_1778081852.xmlPrice: $272.55, Change: $+9.11, Percent Change: +3.46%

$WAB