国际油价继续下跌，WTI原油期货价格跌4.87%，报99.956美元/桶；布伦特原油期货价格跌2.99%，报107.101美元/桶。消息面上，伊朗已于4月30日向巴基斯坦提交了其最新谈判方案文本。

核心要点 周五，日元对美元汇率大幅飙升。 此前报道称，在日元长期持续贬值后，日本当局已入市干预外汇市场。 周五早盘日元持续走强后，一位策略师表示：“外汇干预的作用有限。” 东京市中心（含东京塔）日出时分鸟瞰图 周五， 日元对美元汇率大幅飙升 ，延续前一交易日涨势。此前东京方面表态，准备随时入市干预外汇市场。 周五日元兑美元最高上涨 0.7%，周四曾一度大涨 3%。截至美国东部时间凌晨 5：35，日元虽回吐部分涨幅，但已完全收复自 2 月 28 日美伊战争爆发以来的全部失地。 周四，路透社援引匿名消息源报道， 日本当局已入市买入日元 ，以支撑持续疲软的汇率。 日本首席外汇外交官三村笃嗣随后对记者表示：“我不会对未来行动置评，但日本的黄金周假期才刚刚开始。” 此番言论进一步引发市场对 后续或将再度干预 的猜测。 此前，日本财务大臣片山皐月于周四表态，日元兑美元跌至 1 年期低点约 160.72 时，当局已接近对外汇市场采取 “决定性行动”。 日元贬值虽能提振日本本土经济（例如提升日本商品出口竞争力），但也会推高进口成本 —— 在中东战事持续的背景下，这进一步加剧了日本面临的核心经济难题环球网国际频道。 日本是石油净进口国， 超 90% 原油依赖中东进口 环球网国际频道。伊朗战争已持续两个月，霍尔木兹海峡（全球关键航运通道）实际封锁导致油价飙升，市场对日本经济前景的担忧加剧。 过去一年，日本债务负担随融资成本上升而加重。首相高市早苗的减税与支出计划引发国债抛售，日本国债收益率上行；伊朗战争后，全球主权债市场普遍走弱，投资者计价通胀上行与央行收紧预期，日本国债收益率现已触及 数十年高位 。 法国巴黎资产管理公司核心投资首席投资官克里斯・伊戈周五在 CNBC《欧洲早间财经》节目中表示，市场对日本资产的态度近年已发生转变。 “在我职业生涯的大部分时间里，做多日股、做空日债是‘收割式交易’，但现在逻辑已反转。” 他说，“科技、工业与机器人领域的机遇让日股值得做多，但宏观环境指向利率上行。日元贬值，本质是市场对日本央行信心下降。” 日本央行周一维持基准利率不变，但将通胀预期从 1.9% 上调至 2.8%，并将 2026 年经济增长预期 减半至 0.5% 。 伊戈对 CNBC 表示：“战争爆发后，日本央行放缓紧缩步伐，这正是债市担忧、日元承压的原因。” 渣打银行全球 G10 外汇研究...

On April 30, 2026, River Road Asset Management, LLC disclosed a new position in Cal-Maine Foods (NASDAQ:CALM) . According to a Securities and Exchange Commission (SEC) filing dated April 30, 2026, River Road Asset Management, LLC established a new stake in Cal-Maine Foods by adding 1,369,522 shares. The estimated transaction value is $112.50 million, calculated using the average closing price during the first quarter. As of March 31, the quarter-end position was valued at $108.40 million, reflecting both share purchases and market price changes. Cal-Maine Foods, Inc., together with its subsidiaries, produces, grades, packages, markets, and distributes shell eggs, including specialty varieties under brands like Egg-Land's Best and Land O' Lakes. Cal-Maine Foods, Inc. offers specialty shell eggs, such as nutritionally enhanced, cage free, organic, and brown eggs under the Egg-Land's Best, Land O' Lakes, Farmhouse Eggs, and 4-Grain brand names, as well as under private labels. Cal-Maine Foods, Inc. sells its products to various customers, including national and regional grocery store chains, club stores, independent supermarkets, and foodservice distributors primarily in the southwestern, southeastern, mid-western, and mid-Atlantic regions of the United States. Continue reading

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Wheat is mostly higher on Friday morning, with the nearby May thin and in-deliveries. The wheat complex posted some profit taking on Thursday, with all three markets facing pressure. Chicago SRW futures were down 11 ¾ to 18 ½ cents in the front months. There were 312 delivery notices against...

Cotton prices are up 40 to 45 points on Friday AM trade. Futures closed the Thursday session gains of the 3 cent limit in July, with in delivery May up 3 cents. Most other contracts were 102 to 254 points higher. The US dollar index was down $0.877 at $97.950....

Soybeans are extending higher on Friday morning, with contracts up 3 to 4 cents. Futures bounced off early session lows on Thursday to close with contracts down ¼ to 1 ½ cents in old crop contracts and up 1 3/4 to 3 cents in the new crops. Open interest rose...

Dougal Waters Apple ( AAPL ) shares surged nearly 4% on Friday after the company posted its best March quarter on record, delivering $111.2B in revenue, up 17% year-over-year and well ahead of the $109.46B consensus. The blowout print is a direct tailwind for the group of tech-focused ETFs carrying significant Apple exposure. Below is a list of ETFs with significant exposure to Apple ( AAPL ), focused on the technology sector. The list is arranged by their YTD performance and includes market capitalization details, recent price movement, and quant ratings. The list is topped by Fidelity MSCI Information Technology Index ETF ( FTEC ), with a YTD performance of 9.63%. Vanguard Information Technology Index Fund ETF ( VGT ) and iShares US Technology ETF ( IYW ) follow closely behind, rounding out the top three performers. Manzil Russell Halal USA Broad Market ETF ( MNZL ) and Global X PureCap MSCI Information Technology ETF ( GXPT ) occupy the middle of the pack. At the bottom of the list sits Roundhill AAPL WeeklyPay ETF ( AAPW ), which has significantly underperformed with a YTD loss of 10.01% and carries a Sell rating. Here is the list: Fidelity MSCI Information Technology Index ETF ( FTEC ), YTD perf: 9.63%, Quant rating: Buy 4.32 Vanguard Information Technology Index Fund ETF ( VGT ), YTD perf: 9.51%, Quant rating: Buy 4.34 iShares US Technology ETF ( IYW ), YTD perf: 9.23%, Quant rating: Buy 4.36 Manzil Russell Halal USA Broad Market ETF ( MNZL ), YTD perf: 7.20%, Quant rating: Not Covered Global X PureCap MSCI Information Technology ETF ( GXPT ), YTD perf: 6.21%, Quant rating: Not Covered VanEck Technology TruSector ETF ( TRUT ), YTD perf: 6.01%, Quant rating: Not Covered iShares S&P 500 Info Technology Sector UCITS ETF USD A ( ISRCF ), YTD perf: 5.69%, Quant rating: Buy 4.34 Roundhill AAPL WeeklyPay ETF ( AAPW ), YTD perf: -10.01%, Quant rating: Sell 2.20 More on Apple, Vanguard Information Technology Index Fund ETF Shares, etc. Apple: Great Earnings, Expensive ...

Dougal Waters Apple ( AAPL ) shares surged nearly 4% on Friday after the company posted its best March quarter on record, delivering $111.2B in revenue, up 17% year-over-year and well ahead of the $109.46B consensus. The blowout print is a direct tailwind for the group of tech-focused ETFs carrying significant Apple exposure. Below is a list of ETFs with significant exposure to Apple ( AAPL ), focused on the technology sector. The list is arranged by their YTD performance and includes market capitalization details, recent price movement, and quant ratings. The list is topped by Fidelity MSCI Information Technology Index ETF ( FTEC ), with a YTD performance of 9.63%. Vanguard Information Technology Index Fund ETF ( VGT ) and iShares US Technology ETF ( IYW ) follow closely behind, rounding out the top three performers. Manzil Russell Halal USA Broad Market ETF ( MNZL ) and Global X PureCap MSCI Information Technology ETF ( GXPT ) occupy the middle of the pack. At the bottom of the list sits Roundhill AAPL WeeklyPay ETF ( AAPW ), which has significantly underperformed with a YTD loss of 10.01% and carries a Sell rating. Here is the list: Fidelity MSCI Information Technology Index ETF ( FTEC ), YTD perf: 9.63%, Quant rating: Buy 4.32 Vanguard Information Technology Index Fund ETF ( VGT ), YTD perf: 9.51%, Quant rating: Buy 4.34 iShares US Technology ETF ( IYW ), YTD perf: 9.23%, Quant rating: Buy 4.36 Manzil Russell Halal USA Broad Market ETF ( MNZL ), YTD perf: 7.20%, Quant rating: Not Covered Global X PureCap MSCI Information Technology ETF ( GXPT ), YTD perf: 6.21%, Quant rating: Not Covered VanEck Technology TruSector ETF ( TRUT ), YTD perf: 6.01%, Quant rating: Not Covered iShares S&P 500 Info Technology Sector UCITS ETF USD A ( ISRCF ), YTD perf: 5.69%, Quant rating: Buy 4.34 Roundhill AAPL WeeklyPay ETF ( AAPW ), YTD perf: -10.01%, Quant rating: Sell 2.20 More on Apple, Vanguard Information Technology Index Fund ETF Shares, etc. Apple: Great Earnings, Expensive ...

现货黄金站上4650美元/盎司，日内涨0.67%。

Iran delivered a new proposal to the US via Pakistan and President Donald Trump vowed to maintain a naval blockade, with the fate of the Strait of Hormuz remaining at the heart of the stalemate. Tyler Kendall reports on Bloomberg Television. (Source: Bloomberg)

JHVEPhoto/iStock Editorial via Getty Images Cigna Group’s ( CI ) latest quarter puts all that talk about regulatory headaches and margin worries to the test. Since my last Buy call , shares are up 5.72%, but they’re still down 13.31% over the past year, which shows the market hasn’t fully shaken off the pressure on the name. Management and the news have kept bringing up government scrutiny on the PBM side and some short-term normalization for health insurance margins. Still, the new numbers haven’t shown any real cracks in Cigna’s business, actually, the latest results make it clearer that the company’s core strengths are holding up and maybe the stock deserves more credit from investors. Earnings Hold Adjusted revenues for the quarter landed at $68.5 billion, up 5% from last year. That bump was primarily driven by growth in Evernorth Health Services, while Cigna Healthcare’s go-forward adjusted revenue growth, excluding the HCSC transaction, was helped by premium rate increases to cover expected medical-cost increases. After taxes, adjusted income from operations hit $2.06 billion, which is 12% higher than last year and adjusted EPS came in at $7.79, up 16%. The earnings are growing faster than revenue mostly because of how Cigna runs things and the way their business is shifting, with adjusted SG&A improving to 4.8% from 5.8% and management tying that to business mix shift and improved operating efficiency. Evernorth Health Services pulled in $1.47 billion in pre-tax adjusted income, up 2%, with Specialty and Care Services pre-tax adjusted income up 20% and Pharmacy Benefit Services pre-tax adjusted income down 28%, reflecting expected lower contributions from large client relationships rather than stronger PBM volume. The health insurance arm, Cigna Healthcare, posted an 18% gain in pre-tax adjusted income to $1.51 billion, helped by medical costs staying in line and keeping commercial clients on board. Adjusted EBITDA for the whole company was $3.22 billion. Mar...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.55%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.28%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.79%. June E-mini S&P futures (ESM26 ) are up +0.58%, and June E-mini Nasdaq futures...

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美股三大指數高開，油價跌逾百分之3。

美股三大指數高開，油價跌逾百分之3。

Powering past the 1.4% rise that the S&P 500 has logged from the end of trading last Friday through yesterday's market close, shares of downstream energy specialist Delek U.S. Holdings (NYSE: DK) are ripping higher thanks to the company's recent reporting of strong first-quarter 2026 financial results. According to data provided by S&P Global Market Intelligence , Delek U.S. Holdings is up 17.5% from the close of last Friday's trading session through the end of yesterdays' trading. Image source: Getty Images. Continue reading

Brandon Bell/Getty Images News Shares of Clorox ( CLX ) are under pressure on Friday after the company’s fiscal third-quarter results and outlook for the year suggested continued headwinds for the consumer products company. "Our third-quarter results were mixed, with continued momentum in some parts of our portfolio and slower-than-anticipated market share recovery in others," said Clorox CEO Linda Rendle. "Looking ahead, we recognize there is more work to do in what continues to be a challenging consumer and cost environment.” While the company realized modest gains in health and wellness and household product sales, the gains were offset by a 9% decline in its Lifestyle segment, leaving net sales flat from a year ago, although slightly better than anticipated. Clorox ( CLX ) earned an increased profit of $1.64 per share as aggressive cost-cutting in advertising and administrative expenses was partially offset by higher manufacturing and logistics costs. Moreover, net cash generated by operations was cut by more than half to $282M, primarily due to a termination payment tied to the Glad joint venture. For the rest of the year, Clorox ( CLX ) now expects net sales to be down 6% versus the prior outlook for sales to be at the lower end of the -6% to -10% range. Organic sales are now expected to be down 9% versus the prior range of down 5% to down 9%. Gross margin is now expected to be down 250-300 basis points versus prior guidance of down 50-100 basis points. Adjusted EPS outlook for FY26 was also lowered to include a 2-4 cent dilution from the GOJO acquisition, as well as higher interest rate expense associated with the debt financing for this deal. Adjusted earnings are now expected to be within a range of $5.45 and $5.65 per share from $5.95 and $6.30 per share previously, with a midpoint of $5.55 for the new range below the $5.69 consensus estimate. Shares were down 9% at Friday's open, touching down at an 11-year low. More on Clorox The Clorox Company (CLX) Q3 ...

美股光通信股集体走高，lumentum控股涨逾7%，AAOI涨逾6%，双双创新高；Coherent涨约4%。

格隆汇5月1日丨据美国福克斯商业频道援引美国预算相关文件报道，截至3月底，该国国债的总额超过了GDP总额，这是二战结束以来首次出现此类情况。据美国商务部经济分析局估计，截至3月31日，美国的债务总额约为31.27万亿美元。与此同时，当时美国GDP的规模估计为31.22万亿美元。据报道，上一次出现此类情况是在1946年，当时美国债占GDP的比例为106%。

会计师事务所对华夏幸福2025年财报出具了保留意见，并提示该公司能否持续经营存在不确定性 华夏幸福成立于1998年，曾以产业新城开发模式快速扩张，业务高度集中于环京区域。图：视觉中国 【财新网】 华夏幸福基业股份有限公司（600340.SH）股票将于5月6日起被实施退市风险警示，简称变更为“*ST华幸”。触发条件是净资产转负。该公司在4月29日晚间披露的2025年财报显示，归属于上市公司股东的净资产由2024年末的40.95亿元，转为资不抵债，“缺口”高达177.43亿元。 华夏幸福成立于1998年，曾以产业新城开发模式快速扩张，业务高度集中于环京区域。在2016年至2019年期间，该公司的营收长期维持在千亿元规模，其中2019年营收为1052亿元，归母净利润接近150亿元。随着融资环境收紧叠加区域市场调整，华夏幸福在2021年发生债务违约，随后进入持续重组阶段。

sefa ozel/E+ via Getty Images Sandisk ( SNDK ) unveiled "New Business Model" agreements when it released its blockbuster third-quarter results , which analysts said can help improve visibility and reduce the cyclical nature of its business. Shares were up 4% during early market action on Friday. "We learned that Sandisk has signed a total of 5 NBM agreements; those agreements cover >1/3rd of FY27 bits; the minimum revenue over the lifetime of the three signed deals is $42bn, with the longest deal 5 years," said Morgan Stanley analysts, led by Joseph Moore, in a Friday investor note. "Those 5 deals come with specific financial guarantees of >$11bn. Sandisk expects to sign more deals, with current negotiations with 'several' other customers. These deals come with a variety of terms, which all vary by customer, but the common theme is that shorter-duration agreements might have a larger take-or-pay component as well as fixed pricing/volumes, with longer-term deals operating with ceilings/floors on prices." Morgan Stanley retained its Overweight rating and $1,100 price target on Sandisk. Meanwhile, Citi Research retained its Buy rating and increased its price target to $1,300 from $980. "We remain constructive on SNDK shares given favorable NAND supply/demand, continued BiCS8 execution, strong FCF generation with share buybacks, while recent deals and guarantees should reduce downside cyclicality," the firm noted. The analysts at BNP Paribas Equity Research agreed. "These steps are encouraging and needed to transform this historically cyclical industry into one of durable, profitable growth," said BNP Paribas senior analyst Karl Ackerman in a note. BNP retained its Neutral rating but increased its price target to $1,200 from $950. Meanwhile, RBC maintained its Sector Perform rating and increased its price target to $1,000 from $650. "Management announced 5 longer-term agreements with pricing/volume commitments (and $11b+ guarantees), which should help improve visibility...

Image source: The Motley Fool. April 30, 2026 9:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

ISM shows strongest expansion since 2022 — but inflation is a big problem