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中山市

  美国WTI原油周四收高3.5%。美国实施新制裁以遏制伊朗石油出口,加剧了对供应的担忧,推动油价上涨。

  纽约商品交易所5月交割的WTI原油期价上涨2.21美元,涨幅为3.54%,收于每桶64.68美元,创4月3日以来新高。

  瑞银分析师乔瓦尼·斯托诺沃(GiovanniStaunovo)表示,对伊朗石油出口的新制裁以及美国财政部对该问题的鹰派评论加剧了对原油供应的担忧,并有助于支撑原油上涨。

  在就伊朗核计划进行谈判时,美国总统特朗普周三发布最新政策,制裁所谓的海外“茶壶”炼油厂,此举加大了对德黑兰的压力。

  此外石油输出国组织(OPEC)周三表示,已收到伊拉克、哈萨克斯坦和其他国家进一步减产以补偿超出配额的增产的最新计划,这加剧了对供应的担忧。

  IG市场分析师TonySycamore表示:“油价反弹背后有几个因素——空头回补、美元疲软使原油购买成本更低,以及美国对伊朗的压力。”

  周四美股成交额第1名英伟达收跌2.87%,成交294.32亿美元。该股本周累计下跌8.5%。英伟达周二表示,将计提约55亿美元的季度费用,用于向一些国家和地区出口H20图形处理器。英伟达在一份文件中表示,4月9日,美国政府告知英伟达,向一些国家和地区出口芯片需要获得许可。

  英伟达的这一计提暗示,该公司的历史性增长可能会因芯片出口管制的增加而放缓。美国政府称,英伟达的芯片可用于制造军用超级计算机。

  瑞银将英伟达目标价从185美元下调至180美元。

  第2名特斯拉收跌0.07%,成交198.1亿美元。据报道,特斯拉最近几个月降低了数条Cybertruck电动皮卡生产线的生产目标,并裁减了一些生产团队,某些生产线的产能仅为以前的一小部分。报道称,自今年1月以来,特斯拉一直在将部分员工从德克萨斯州超级工厂的Cybertruck生产线转移到ModelY生产线。

  另外,有报道称,即将推出的Cybercab和Semi电动卡车的生产计划受到了干扰。减产的消息加剧了特斯拉的困境,该公司正面临销量下滑、竞争加剧以及消费者偏好转变等挑战。

  第3名联合健康集团收跌22.38%,成交133.71亿美元。该公司一季度调整后每股收益为7.20美元,营收同比增长10%,至1095.8亿美元。市场预期其每股收益7.25美元、营收1114.6亿美元。

  鉴于其医疗保险优势业务相关成本超出预期,联合健康集团大幅下调盈利预测,预计全年调整后每股收益在26到26.50美元之间,此前预计为29.50至30美元。

  联合健康CEO安德鲁·威蒂在一份声明中表示,公司“业绩未达预期,我们正在积极应对这些挑战,为未来几年做好准备。”

  第4名苹果收高1.39%,成交100.87亿美元。为应对美国施加的高额进口关税,苹果公司正加速推进其全球产能多元化战略。继此前传出计划扩建巴西组装线的消息后,近日有报道称,苹果已经在巴西本地生产并销售全新的iPhone16e。

  第5名礼来收高14.30%,成交91.32亿美元。礼来公司周四宣布其每日口服GLP-1药物Orforglipron在针对2型糖尿病成人患者的第3期试验中取得积极结果。

  券商杰富瑞将礼来目标价从1020美元上调至1057美元。

  第8名微软收跌1.03%,成交77.43亿美元。微软游戏部门负责人菲尔·斯宾塞近日再次表达了对任天堂Switch2的坚定支持。他表示,微软将继续通过Switch平台接触更多非PC和非Xbox玩家,以此扩大游戏社区的影响力。斯宾塞高度评价任天堂在行业中的独特地位,并认为双方的合作对于微软游戏的未来发展至关重要。

  第11名谷歌A类股收跌1.42%,成交49.78亿美元。一名美国联邦法官周四表示,谷歌非法垄断在线广告技术的两个市场,这是这家科技巨头在美国提起的反垄断案中遭受的又一次打击。这一裁决可能使检察官有理由要求分拆谷歌的广告产品。

  美国司法部表示,谷歌至少应该出售旗下的广告管理器产品,其中包括该公司的出版商广告服务器业务和广告交易平台。谷歌现在可能面临两家不同的美国法院命令其出售资产或改变其商业行为。美国司法部要求谷歌出售其Chrome浏览器,并采取其他措施结束其在在线搜索领域的主导地位,华盛顿的一名法官将于下周就这一要求举行审判。

  第14名博通收跌2.07%,成交38.6亿美元。该股本周累计下跌逾6%。投行奥本海默重申将博通等几只股票列为半导体板块的首选推荐。

  第15名AMD收跌0.89%,成交30.25亿美元。AMD周三警告,由于特朗普政府最近对向外国出口先进处理器实施管制,该公司预计将产生高达8亿美元的计提费用。额外的8亿美元的费用与库存、采购承诺和准备金计提有关,与英伟达所列出的相一致。

  富国银行将AMD目标价从140美元下调至120美元。

  第20名赫兹租车公司收高44.31%,成交20.41亿美元。该股本周累计上涨超过110%。著名投资人比尔·阿克曼旗下潘兴广场资本管理公司大举入股赫兹租车,引发这家四年前完成破产重整的租车公司股价飙升。

  周三,赫兹股价飙升逾56%,盘后续涨超35%,此前一份监管文件显示,截至2024年底,潘兴广场已持有赫兹4.1%股份。据知情人士透露,通过股票和衍生品交易,该机构持股比例已大幅增至19.8%,成为赫兹第二大股东。

  (截图来自新浪财经APP行情-美股-股票市场板块左滑更多数据)下载新浪财经APP

  

  Meta首席执行官兼创始人马克·扎克伯格2024年的总薪酬为2720万美元,高于2023年的2440万美元。

  扎克伯格领取1美元的象征性年薪,没有奖金和股票奖励。

  总薪酬包括与安保、私人飞机使用和设施改善相关的费用。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  艾美疫苗(06660)发布公告,公司执行董事、执行总裁兼首席运营官贾绍君先生已获委任为公司总裁,自2025年4月17日起生效,负责公司日常营运管理。于同日,贾先生将不再担任公司执行总裁及首席运营官。

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