ABNB

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ABNB
$141,23
+$2,22(+1,59%)

*Data last updated: 2026-05-10 15:38 (UTC+8)

As of 2026-05-10 15:38, Airbnb (ABNB) is priced at $141,23, with a total market cap of $84,82B, a P/E ratio of 33,13, and a dividend yield of 0,00%. Today, the stock price fluctuated between $135,53 and $146,96. The current price is 4,20% above the day's low and 3,89% below the day's high, with a trading volume of 7,70M. Over the past 52 weeks, ABNB has traded between $110,44 to $149,90, and the current price is -5,78% away from the 52-week high.

ABNB Key Stats

Yesterday's Close$140,46
Market Cap$84,82B
Volume7,70M
P/E Ratio33,13
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)4,20
Net Income (FY)$2,51B
Revenue (FY)$12,24B
Earnings Date2026-08-05
EPS Estimate1,20
Revenue Estimate$3,55B
Shares Outstanding603,89M
Beta (1Y)1.208

About ABNB

Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company's marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, or vacation homes. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb, Inc. in November 2010. Airbnb, Inc. was founded in 2007 and is headquartered in San Francisco, California.
SectorConsumer Cyclical
IndustryTravel Services
CEOBrian Chesky
HeadquartersSan Francisco,CA,US
Official Websitehttps://www.airbnb.com
Employees (FY)8,20K
Average Revenue (1Y)$1,49M
Net Income per Employee$306,21K

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Airbnb (ABNB) is currently trading at $141,23, with a 24h change of +1,59%. The 52-week trading range is $110,44–$149,90.

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MrDecoder

MrDecoder

05-09 14:35
**Today's Highlights** * Toast Drops 15% Despite AI Wins * Baby Boom Fuels Progyny’s Rally * Amazon Data Center Overheats 📌 _Top story -- scroll down for more updates_ ### Donuts and Wings and an IPO 5:24 pm It’s Friday, so treat yourself! Inspire Brands, the private empire behind Dunkin’, Arby’s, Buffalo Wild Wings, Sonic Drive-In, Baskin Robbins, and Jimmy John’s, just confidentially filed for an IPO. Backer Roark Capital wants a $20 billion valuation, which would rank this among the biggest restaurant offerings ever. * **33,300 locations, $33.4B in sales:** That looks like a small nation that runs on coffee and chicken wings. * **They’re not alone:** Jersey Mike’s also filed last month. Everyone wants a slice of the public markets right now, even if the IPO window is only half-open. **How Big Is Inspire Brands?** 🍩 Restaurants 33,300+ 👨‍🍳 Team members 650,000 🤝 Franchisees 2,700+ 🌍 Global markets 57 📱 U.S. digital sales $11B+ Source: inspirebrands.com/about-us/ **![](https://img-cdn.gateio.im/social/moments-7c23f541f6-fad5532f58-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Micron Recovers as Memory Demand Holds 4:20 pm — MU +15.49% today That was quite a 24-hour stretch for **Micron** (MU +15.40%)! Shares tumbled 3% Thursday after Bernstein raised the alarm on the computer memory spot market, then rocketed 9% Friday morning, with Bernstein once again pulling the strings, to end the day up 15.5%. (Leave it to Wall Street...) The worry is that DRAM and NAND prices have gotten so hot that some buyers are being priced out, which could pump the brakes on gains heading into Q2 2026. But here’s the twist. April DRAM prices surged 57% versus Q1 averages, and NAND jumped 65–70%. The buyers who can afford memory are still buying — aggressively — and that’s keeping the bull case very much alive. * **Don’t panic about Q2:** Analysts still expect Micron to earn about $19/share in the May quarter on $33.5 billion in revenue, a jaw-dropping 260% sales increase year over year. * **That price target, though:** Bernstein’s buy rating hasn’t budged but it's sitting on a $510 target while Micron trades well above it — an awkward position that suggests a revision is coming, and probably soon. Foolish investors would do well to tune out the noise. After all, Micron is among the highest-scoring companies in both the Hidden Gems primary and Rule Breakers primary _Moneyball_ databases. Expand ![](https://img-cdn.gateio.im/social/moments-03aeedff92-59a6bc6b4a-8b7abd-e5a980) NASDAQ: MU ---------- Micron Technology Today's Change (15.40%) $99.59 Current Price $746.22 ### Key Data Points Market Cap $842B Day's Range $676.28 - $746.52 52wk Range $90.93 - $747.21 Volume 2.6M Avg Vol 42M Gross Margin 58.54% Dividend Yield 0.07% **![](https://img-cdn.gateio.im/social/moments-cb68ba36c8-da6c1b7b8c-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Closing Bell 4:06 pm The S&P 500 and Nasdaq hit all-time intraday highs Friday after April’s jobs report showed nonfarm payrolls rising 177,000 — that was well above the 130,000 economists expected — while the unemployment rate held at 4.2%. The Nasdaq gained 4.5% over the past 5 days, powered by AI-driven tech earnings. Tempering the mood: a skirmish between U.S. and Iranian forces in the Strait of Hormuz sent oil prices up 1% to around $95 per barrel, though President Trump called the exchange "just a love tap" and Secretary of State Rubio said a ceasefire response from Iran was expected Friday. * **Burry’s dot-com warning:** Michael Burry says the market "feels like the last months of the 1999–2000 bubble," pointing to stocks rising simply because they’ve been rising — on a "two-letter thesis" (AI) everyone thinks they understand. * **Memory stocks on fire:** **Micron Technology** (MU +15.40%) and **Sandisk** (SNDK +16.60%) each surged about 13% Friday and are up 35% and 27% respectively on the week, as the Philadelphia Semiconductor Index climbs 10%+ and notches 65% gains in 2026. **![](https://img-cdn.gateio.im/social/moments-ad0e6cae9f-5ed1493f8d-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Toast Drops 15% Despite AI Wins 3:50 pm — TOST -14.21% ![](https://img-cdn.gateio.im/social/moments-0804e5e86f-660cba6cb7-8b7abd-e5a980) By Tim Beyers Team Rule Breakers Shares of **Toast** (TOST 14.74%) are down close to 15% today on what appears to be concern about input costs -- particularly hardware costs -- as a result of tariffs impacting the supply chain. Macro concerns may also be in place. And yet Toast had a decent quarter. Already, 40,000 locations use the Toast IQ AI chatbot and those using the new Toast IQ Grow agent are seeing a meaningful uptick in order size. I’ll report more after carefully listening to the conference call. Expand ![](https://img-cdn.gateio.im/social/moments-63b0ac2034-31a7f6d7ea-8b7abd-e5a980) NYSE: TOST ---------- Toast Today's Change (-14.74%) $-4.33 Current Price $25.05 ### Key Data Points Market Cap $15B Day's Range $24.03 - $25.98 52wk Range $24.03 - $49.66 Volume 1.7M Avg Vol 11M Gross Margin 26.23% **![](https://img-cdn.gateio.im/social/moments-1b569fd945-48c123572a-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### HubSpot Drops 20% on Soft Guidance 3:27 pm — HUBS -19.64% **HubSpot** (HUBS 19.44%) got absolutely walloped Friday — down 20% — despite actually beating Q1 estimates. Revenue climbed 23% to $881 million, and adjusted EPS of $2.73 cleared the bar handily. What went wrong? Q2 revenue guidance of $897–$898 million landed just shy of the $902 million Wall Street wanted, and that was enough to send investors scrambling for the exits. * **The agentic growing pains are real:** HubSpot slashed prices on its Customer Agent and Prospecting Agent products in April, threw in 28-day free trials, and then discovered its own sales team needed retraining on the new usage-based plans. It was a perfect storm for a soft quarter start. * **Bargain or value trap?** At just 16.0x this year’s earnings estimates, HUBS looks genuinely cheap. But until software companies prove they can thrive — not just survive — in the agentic AI era, the "SaaS-pocalypse" discount is likely here to stay. | Metric (GAAP unless noted) | Q1 2026 | Q1 2025 | Y/Y Change | | --- | --- | --- | --- | | EPS (Non-GAAP) | $2.72 | $1.78 | +52.8% | | Revenue (millions) | $881.0 | $714.1 | +23.4% | | Operating Margin (Non-GAAP) | 17.8% | 14.0% | +3.8 pp | | Free Cash Flow (Non-GAAP, millions) | $153.7 | $122.3 | +25.6% | | Customers (Non-GAAP) | 299,458 | 258,147 | +16.0% | **![](https://img-cdn.gateio.im/social/moments-1ab7c7d94a-5d61e2714a-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Baby Boom Fuels Progyny’s Rally 2:46 pm — PGNY +20.41% ![](https://img-cdn.gateio.im/social/moments-8cbdab8315-ca82b02b36-8b7abd-e5a980) By Alicia Alfiere Team Rule Breakers **Progyny**’s (PGNY +23.70%) stock is up today, partly because of the conservative guidance issued during its fourth-quarter earnings call. Back in March, Progyny projected that benefit usage could slip to the lower end of its historical range. That conservative guidance likely caused Progyny’s share price to decline after its fourth-quarter results were released. The company reported first-quarter earnings and, instead of historically low benefit utilization, said member engagement came in at the higher end of expectations. ![](https://img-cdn.gateio.im/social/moments-39e6c821fe-482ab96b10-8b7abd-e5a980) **![](https://img-cdn.gateio.im/social/moments-9ade7dde89-10ae2c25da-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Nelnet’s Growth Continues 2:26 pm — NNI -15.07% ![](https://img-cdn.gateio.im/social/moments-82615ddacd-0383285d14-8b7abd-e5a980) By Buck Hartzell All divisions of **Nelnet** (NNI 13.82%) grew YoY. The biggest driver of growth is their acquisition of **Klarna**’s (KLAR 1.53%) BNPL loans. That balance reached $766.2 million at quarter end. Their provision for loan losses was $48.5 million vs $13.0 million in Q1 2025. This was entirely due to portfolio growth. Their bank saw net loan and interest income grow 43.5% YoY to $17.8 million. Loan Servicing grew revenues 5.8% to $128.8 million. Education Technology and Payments grew revenues 4.8% YoY to $154.4 million. Nelnet still has two very large assets in ALLO Communications and Hudl that I believe are undervalued on their balance sheet. The stock is still a buy. Expand ![](https://img-cdn.gateio.im/social/moments-13d819b3d3-35fdcdb020-8b7abd-e5a980) NYSE: NNI --------- Nelnet Today's Change (-13.82%) $-19.53 Current Price $121.83 ### Key Data Points Market Cap $4.4B Day's Range $116.95 - $132.07 52wk Range $111.82 - $144.38 Volume 26K Avg Vol 138K Gross Margin 88.75% Dividend Yield 1.01% **![](https://img-cdn.gateio.im/social/moments-670ea15c01-d35afbdfae-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Amazon Data Center Overheats 1:10 pm -- **AMZN** +0.8% **Amazon** (AMZN +0.55%) Web Services is battling a "thermal issue" at a Northern Virginia data center that has crippled major trading and betting platforms. Starting Thursday night, the overheating in a primary US-East-1 availability zone triggered server impairments for **Coinbase Global** (COIN +4.25%) and **Flutter Entertainment**'s (FLUT 0.01%) FanDuel. While Coinbase reported core services are resolving, FanDuel users faced extended lockouts, preventing crucial mid-game bet cash-outs. AWS, which controls a third of the cloud market, expects a full recovery to take several hours as technicians bring supplemental cooling capacity online to rescue the affected hardware. * **The Cost of Centralization:** This single-zone failure highlights the systemic risk for fintech firms reliant on AWS, as even localized hardware heat can disconnect millions from global markets. * **Infrastructure Fragility:** The reliance on EC2 virtual servers means that until the physical Virginia facility cools down, digital platforms remain vulnerable to intermittent "instance impairments." **![](https://img-cdn.gateio.im/social/moments-9f02d620fe-857ecbaf62-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Today's Lunchtime News 1:05 pm -- **PGNY** +17.5% **Progyny** (PGNY +23.70%) posted higher first-quarter revenue and profit while expanding its client base and completing a $200 million share repurchase program, signaling continued momentum despite the loss of a previously disclosed large client. Revenue rose 1.4% year over year to $328.5 million, or 12.2% excluding the lapsed contract. * **Operational highlights:** Net income jumped to $24.2 million, or $0.29 per diluted share, from $15.1 million a year earlier, while gross margin expanded to 25.3% from 23.4% on operational efficiencies and lower stock-based comp. Fertility benefit services revenue rose 1.5% to $209.4 million, and the company served 595 fertility and family building clients, up from 532 a year earlier. * **Capital return push:** Progyny repurchased more than 5.5 million shares for $116.4 million during the quarter, completing its $200 million authorization. The board is currently evaluating a new repurchase plan. CEO Pete Anevski said the early selling season is pacing ahead of last year, with new pipeline build "substantially favorable" versus a year ago. Expand ![](https://img-cdn.gateio.im/social/moments-80a822c668-d19bc92141-8b7abd-e5a980) NASDAQ: PGNY ------------ Progyny Today's Change (23.70%) $4.54 Current Price $23.70 ### Key Data Points Market Cap $1.9B Day's Range $21.21 - $23.75 52wk Range $16.10 - $28.75 Volume 193K Avg Vol 1.6M Gross Margin 24.11% **![](https://img-cdn.gateio.im/social/moments-9b5b58f8ad-6a78d3051c-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### MercadoLibre's Revenue Surges 49% 12:20 pm ![](https://img-cdn.gateio.im/social/moments-656986a2b1-34489752a2-8b7abd-e5a980) By Buck Hartzell **MercadoLibre**'s (MELI 12.69%) margins shrank as they invested in future growth. Credit expansion, improved logistics, first party sales, cross border trade and free shipping are all working well. * Revenue + 49% YoY (46% FXN) to $8.8 B USD (fastest growth since Q2 2022) * Income from ops -19.9% to $611 M (6.9% margin vs 12.9% in Q1 25) * Net income -15.5% to $417 M (4.7% margin vs 8.3% in Q1 25) * TPV + 50% YoY (55% FXN) to $87.2 B * Credit portfolio + 87% YoY to $14.6 B Issued 2.7 M credit cards in Q1 26. Credit growth requires reserving, which hurts near term margins. The stock remains attractive for patient capital. Expand ![](https://img-cdn.gateio.im/social/moments-90827a358e-3fb0136903-8b7abd-e5a980) NASDAQ: MELI ------------ MercadoLibre Today's Change (-12.69%) $-237.31 Current Price $1632.70 ### Key Data Points Market Cap $83B Day's Range $1623.00 - $1702.49 52wk Range $1593.21 - $2645.22 Volume 149K Avg Vol 545K Gross Margin 44.50% **![](https://img-cdn.gateio.im/social/moments-2175173233-15d024283b-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Gas Prices Sink Sentiment to New Low 11:25 am Consumer sentiment plummeted to a preliminary reading of 48.2 in May, marking a fresh record low as the Iran war continues to drive energy costs higher. Despite a strong labor report, the University of Michigan survey revealed that one-third of respondents blame surging gas prices — now averaging $4.54 nationally — for their deteriorating outlook. While retail giants like **Walmart** (WMT +0.37%) and **Amazon** (AMZN +0.55%) have remained resilient, the 9% drop in current conditions suggests major purchases are being shelved. Sentiment is unlikely to recover until supply disruptions resolve, though stock indexes stayed positive as long-term inflation expectations eased slightly to 3.4%. * **The Double-Whammy Effect:** Beyond the pump, another third of consumers cited aggressive tariffs as a primary headwind, creating a challenging environment for import-heavy companies like **Target** (TGT 0.50%). * **Inflationary Silver Lining:** While current attitudes are grim, the one-year inflation projection dipped to 4.5%, offering the Federal Reserve a slim hope that price expectations are not becoming permanently unanchored. ![](https://img-cdn.gateio.im/social/moments-e03fa782ca-79e105777b-8b7abd-e5a980) **![](https://img-cdn.gateio.im/social/moments-654a18321b-15628c3ba1-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### The High Cost of Scaling AI 10:25 am The AI infrastructure race is becoming a high-stakes cash-flow test for **Alphabet** (GOOG +0.41%), **Microsoft** (MSFT 1.33%), **Amazon** (AMZN +0.55%), and **Meta Platforms** (META 1.18%). Capital expenditures for data centers and chips are consuming an increasingly large share of operating cash, with Amazon spending nearly everything it generates on build-outs. Alphabet is the most striking example of this tension; its forward price-to-free-cash-flow multiple has soared above 200x. While these "hyperscalers" can afford the massive investment, the market is closely watching for when this capital-intensive "backbone" starts yielding clear bottom-line payoffs as free cash flow gets squeezed. * **The 100% Threshold:** If capex exceeds operating cash, these giants must look beyond daily profits to fund growth, a pivot that historically triggers investor anxiety. * **Valuation Disconnect:** Alphabet’s surging multiple suggests investors are pricing in future AI dominance while simultaneously ignoring the shrinking pile of cash that survives the build-out. **![](https://img-cdn.gateio.im/social/moments-6edf0402b1-6ce1368fa5-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Opening Bell 9:35 am Markets are climbing this Friday as a robust jobs report and resilient tech earnings override geopolitical friction. Nonfarm payrolls added 115,000 positions in April, shattering the 55,000 estimate, while the unemployment rate held steady at 4.3%. Chipmakers are providing the muscle, with **Qualcomm** (QCOM +8.17%) up 6% and **Micron Technology** (MU +15.40%) rising 4%. Despite a brief exchange of fire in the Strait of Hormuz, which President Trump characterized as a "love tap," markets remain optimistic. Investors are closely watching for Iran's formal response to a peace proposal as the S&P 500 continues to flirt with all-time highs. * **Broad-Based Earnings Power:** Analysts expect 20% year-over-year earnings growth to persist through 2026, suggesting the current market momentum has significant fundamental support beyond just a few tech giants. * **Energy Market Tension:** Crude prices hover near $95 as the U.S. Navy destroyers intercepted attacks, though the continued ceasefire suggests traders are pricing in a diplomatic resolution rather than a full-scale oil supply shock. **Market indexes** S&P 500 0.48% Nasdaq 0.66% Dow 0.36% **![](https://img-cdn.gateio.im/social/moments-f572351d92-e6596eed3b-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Trade Desk's Real Risk Is the Publicis Standoff 9:15 am -- TTD -13.11% in pre-market trading ![](https://img-cdn.gateio.im/social/moments-71a9ccdcd1-e33da0dad6-8b7abd-e5a980) By Sanmeet Deo Team Rule Breakers It seems the most pressing concern coming out of **The Trade Desk**'s (TTD 2.15%) Q1 2026 earnings is not the macro nor the EPS miss but whether the Publicis situation represents an isolated negotiating dispute or the beginning of a broader agency pushback against TTD's pricing and transparency practices. Omnicom's subsequent audit found no issues, which suggests the Publicis allegations may be overstated. But the market does not trade on what Omnicom found. It trades on uncertainty, and the uncertainty here is significant. Publicis manages enormous ad budgets for global brands. If their advisory against TTD sticks with even a portion of their clients, the revenue impact in Q2 and Q3 could be material, and TTD's guidance would be giving no credit to that risk. The secondary concern is margin trajectory. A full-year target of at least 40% adjusted EBITDA margin requires a dramatic improvement from the 30% reported in Q1. That ramp requires either a meaningful revenue acceleration in the back half of the year or aggressive cost containment. The call gave investors no clear picture of which lever management is pulling. The bull case remains intact in the long-term, the open Internet thesis, retail media, AI search, objectivity as competitive advantage. Jeff Green's $150 million personal stock purchase is not nothing. But the near-term is genuinely cloudy, and the call did more to validate investor anxiety than to resolve it. Expand ![](https://img-cdn.gateio.im/social/moments-cfbac3494e-a06f2ad5b6-8b7abd-e5a980) NASDAQ: TTD ----------- The Trade Desk Today's Change (-2.15%) $-0.51 Current Price $22.98 ### Key Data Points Market Cap $11B Day's Range $20.75 - $22.98 52wk Range $19.74 - $91.45 Volume 2.1M Avg Vol 20M Gross Margin 77.83% **![](https://img-cdn.gateio.im/social/moments-d088670a0c-c9664659da-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### U.S. Hiring Surges Past Expectations 9:15 am The U.S. labor market demonstrated surprising resilience in April, adding 115,000 jobs--nearly doubling economist forecasts of 65,000. While the tech-heavy information sector continues to contract, essential services like healthcare and logistics are propping up the S&P 500. Wage growth moderated to a 3.6% annual clip, providing a "Goldilocks" scenario for the Federal Reserve: strong enough to prevent a recession, but cool enough to avoid an inflationary spiral. This stability likely cements a "higher-for-longer" interest rate path, favoring companies with robust cash flows over speculative growth names. **![](https://img-cdn.gateio.im/social/moments-b3d546e26b-8209d90773-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Lime's IPO Filing Signals Thaw in IPO Market 8:00am Micromobility pioneer Lime, officially incorporated as Neutron Holdings, has filed for an initial public offering to list on the Nasdaq under the ticker symbol "LIME." The start-up arrives at the public gates with significant institutional backing, most notably from **Uber Technologies** (UBER 1.67%), and a narrative centered on robust revenue expansion and a surging global user base. While the filing remains "placeholder" in nature--omitting specific pricing terms and valuation targets--the heavy-hitting underwriting team led by **Goldman Sachs** (GS +1.15%) and **JPMorgan Chase** (JPM 1.36%) suggests a high-conviction push to capitalize on the recent thaw in the IPO market. * **Strategic Ecosystem Value:** As a key partner in the Uber app ecosystem, Lime's public performance will be a critical litmus test for the long-term viability of the rental scooter and e-bike business model. * **Wall Street Heavyweights:** The inclusion of top-tier bookrunners like **Jefferies** (JEF +2.90%) and **Evercore** (EVR +2.97%) indicates that institutional appetite for late-stage venture success stories is returning to the transportation sector. **![](https://img-cdn.gateio.im/social/moments-a8407d0973-fdb8666eed-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### This Morning's Breakfast News 7:30 am -- NET -17.75% in pre-market trading **Cloudflare** (NET 23.53%) fell over 18% ahead of the opening bell as investors see the company belatedly playing catch-up on AI, with management noting it's "the biggest tailwind we've ever seen," along with quarterly results showing a 4.67% fall in gross profit margins from the prior-year period. * **"Cloudflare's usage of AI has increased by more than 600% in the last three months alone":** 1,100 staff are being cut, with an email sent to staff saying management "have to be intentional in how we architect our company for the agentic AI era," with the job cuts representing 20% of the current workforce. * **News overshadows strong set of results:** Despite the fall in gross margin, revenue rose by 34% versus the same period last year, with the outlook for full-year fiscal 2026 revenue and earnings raised. ![](https://img-cdn.gateio.im/social/moments-30558e10ea-7eedcb32a4-8b7abd-e5a980) **![](https://img-cdn.gateio.im/social/moments-5e9d5cb522-4ba6e5874c-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### ICYMI: Thursday's Scoreboard 6:30 am -- COST unchanged in pre-market trading **Costco** (COST 0.32%) was the subject of the latest Scoreboard video. **![](https://img-cdn.gateio.im/social/moments-c79fb983be-ff180b08f1-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Rocket Lab's Best Quarter Is the Drama-Free One 6:00 am -- RKLB +6.83% in pre-market trading ![](https://img-cdn.gateio.im/social/moments-9bfaf97a65-6e20c565f4-8b7abd-e5a980) By Lou Whiteman Team Hidden Gems **Rocket Lab** (RKLB +34.08%) beat expectations for the quarter, but the real story of the earnings report was how little drama there was about the quarter. The company generated $200 million in revenue in the quarter and posted a $12 million EBITDA loss, better than Wall Street's $190 million and a loss of $26 million expectation. But note that the company had guided for $185 million to $200 million in revenue, and the EBITDA beat was largely because of accounting: Rocket Lab benefited from a reversal of some 2025 bonus compensation accruals. Rocket Lab needs to be viewed as a long-term growth story, not a quarter-to-quarter standout. And the company's forecast for the future, though not surprising, was encouraging. The company grew its backlog by 20% since last quarter thanks to strong bookings in its launch business. Expand ![](https://img-cdn.gateio.im/social/moments-252600411b-f753e9ac4a-8b7abd-e5a980) NASDAQ: RKLB ------------ Rocket Lab Today's Change (34.08%) $26.78 Current Price $105.36 ### Key Data Points Market Cap $61B Day's Range $85.87 - $105.38 52wk Range $20.89 - $105.62 Volume 3.4M Avg Vol 22M Gross Margin 33.77% **![](https://img-cdn.gateio.im/social/moments-574a170036-80e1e7d88a-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### TSMC's AI Demand Drives April Revenue Higher 5:15 am -- TSM +0.63% in pre-market trading **TSMC** (TSM 0.84%) reported a robust 17.5% year-over-year revenue increase for April, totaling NT$410.73 billion ($13.08 billion), as the global appetite for advanced AI hardware remains insatiable. While monthly sales dipped a marginal 1.1% from March, the year-to-date trajectory is formidable, with revenue up nearly 30% through the first four months of 2026. The world's leading foundry is successfully navigating a complex macro environment, leveraging its dominance in 3nm and 5nm nodes to support "Magnificent Seven" clients like **Nvidia** (NVDA +1.73%) and **Apple** (AAPL +2.08%). Management's bullish Q2 guidance of up to $40.2 billion suggests that the bottleneck for growth remains production capacity rather than a lack of orders. * **Aggressive Capex Expansion:** To meet "extremely strong" demand, the company has raised its 2026 capital expenditure target to a range of $52 billion to $56 billion, focusing on advanced packaging and new global fabs. * **Geopolitical Balancing Act:** Despite tightening U.S. technology restrictions on high-end silicon, TSMC's record-high margins of 66.2% prove its specialized manufacturing moat currently outweighs the risk of regional trade friction. Expand ![](https://img-cdn.gateio.im/social/moments-5af7ac11f4-4617b7ed15-8b7abd-e5a980) NYSE: TSM --------- Taiwan Semiconductor Manufacturing Today's Change (-0.84%) $-3.48 Current Price $410.67 ### Key Data Points Market Cap $2.1T Day's Range $400.98 - $417.01 52wk Range $184.61 - $420.00 Volume 893K Avg Vol 14M Gross Margin 61.02% Dividend Yield 0.81% **![](https://img-cdn.gateio.im/social/moments-b8562cf0d2-b6e101e481-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Top of the Morning 5:00 am -- SRAD +0.88% in pre-market trading ![](https://img-cdn.gateio.im/social/moments-ad8de7aeb5-694adb409d-8b7abd-e5a980) By Morning Show host Jim Mueller, CFA Team Rule Breakers What should you do if you're the CEO of a company when a short attack article comes out about your company? If you're smart, very little. At most, comment on any errors of fact, answer analyst questions, and then shut up. That's what Carsten Koerl, CEO of **Sportradar** (SRAD 4.40%), has done. A bit over two weeks ago, Muddy Waters and Calisto Research put out nearly identical short reports on the company claiming, among other things, that the company should be unprofitable because it was purposefully doing business with criminal enterprises. Evidence given was an interaction with a sales rep and finding evidence of Sportradar's code on various illegal gambling websites. Shares fell over 20% that day. Good for Muddy Waters, I guess. In reply, the company moved up its earnings release and did nothing else until the new release date. Then, on the day of earnings, they filed with the SEC a document explaining that there were three ways for their code to be found on various sites, only one of which was legitimate. Further, the way Muddy Waters detected the code couldn't distinguish among the three. During the conference call Koerl also answered questions posed by analysts about various points raised by Muddy Waters. For example, he said that the sales rep was quite young (as in inexperienced) and that talk is talk until due diligence has been performed. He strongly implied that such due diligence would have not led anywhere if the Muddy Waters reps were legitimate instead of trying to entrap the rep. He answered a few other questions, but then he did a smart thing. He shut up. ![](https://img-cdn.gateio.im/social/moments-5f631745d0-e719b5bddd-8b7abd-e5a980) 4:30 am -- ABNB -0.98% in pre-market trading ![](https://img-cdn.gateio.im/social/moments-3525c0d78c-63dde31b22-8b7abd-e5a980) By Morning Show host Alicia Alfiere Team Rule Breakers **Airbnb** (ABNB +0.68%) reported that gross booking value, which is the value of bookings on the booking platform, grew 19% to total $2.9 billion in the first quarter. That's impressive, but what's more fascinating is that the company's new "Reserve Now, Pay Later" bookings drove roughly 20% of global gross booking value. This new feature has changed how guests can book and Airbnb reports that the increased flexibility has caused long lead times and travelers booking pricier accommodations. And there were other signs of a platform that continues to grow-like an increase in first time bookers. The growth in these new-to-Airbnb travelers grew 10% in the first quarter-which is the highest rate seen since early 2022. Additionally, this new Airbnb-er expansion is driven by younger customers and travelers who live in Airbnb's expansion markets, like Brazil, Japan, and India. Expand ![](https://img-cdn.gateio.im/social/moments-53742bb5ac-00c4ac9304-8b7abd-e5a980) NASDAQ: ABNB ------------ Airbnb Today's Change (0.68%) $0.96 Current Price $141.42 ### Key Data Points Market Cap $84B Day's Range $137.40 - $146.95 52wk Range $110.81 - $147.25 Volume 439K Avg Vol 4.3M Gross Margin 72.38% **![](https://img-cdn.gateio.im/social/moments-efb4ea4438-dd4e86ba27-8b7abd-e5a980)** ---------------------------------------------------------------------------------------------------- ### Before the Opening Bell 4:45 am U.S. stock futures advanced early Friday as optimism over a potential diplomatic resolution to the U.S.-Iran conflict outweighed Thursday's slight retreat from record highs. Despite the Dow's 314-point slide yesterday, all three major benchmarks remain on track for a winning week, buoyed by a resilient tech earnings season. The Nasdaq Composite leads the charge with a projected 2.8% weekly gain, while the S&P 500 and Dow Jones Industrial Averagehave risen 1.5% and 0.2%, respectively. All eyes now pivot to the April nonfarm payrolls report, which will serve as a critical health check for the economy amid shifting geopolitical undercurrents. **![](https://img-cdn.gateio.im/social/moments-32ede2146a-208b1349ba-8b7abd-e5a980)** ----------------------------------------------------------------------------------------------------
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ForkLibertarian

ForkLibertarian

1 ore fa
By Quentin Fottrell 'I have steadily increased my assets by more than 10% since being laid off' "I was making good money, and loving it - until the work dried up." (Photo subject is a model.) Dear Quentin, Americans love their rose-colored glasses. So did I, for far too many years. I spent 49 years in tech, making money and spending money. I was good at all facets of my job, and people suggested I go into consulting and make some real money. It sounded tempting, but I liked a steady paycheck - and what if I wasn't as good as I needed to be? Thirteen years into my job, I was laid off (not for the first time), and I decided it was time. As a consultant, I was making good money and loving it - until the work dried up. I learned that the peaks are high, but it's hard to tell just how wide the valleys are. I learned to moderate my spending and pay attention. Still, I relied on credit to get me by at times and incurred credit-card debt when I wanted to buy more than I could afford. I depended on credit cards too much of the time. Then the bombshell hit. I watched a movie called "The International," which focused on an Interpol investigation of a bank that primarily served groups intent on overthrowing existing governments. A bank official said that the bank's reasoning was that the debt owed ensured that the customers were slaves to the bank in perpetuity. It was a true story. I was no different. Fast-forward to today I was laid off for the final time in 2022, which was fine since I was ready for a change and had grown tired of working with younger Generation Z colleagues who assumed they knew everything because they'd seen it on Facebook (META). I eliminated all my recurring bills and waited until age 70 to start Social Security in order to maximize my income stream. I have an excellent, low-cost Medicare Advantage plan that allows me to use the same doctors I've been seeing for 35-plus years. My debit card stays in my pocket (no fear of identity theft there). I use my credit card for everything, pay it in full at the end of the month, pay no annual fee and no interest, and get cash back. I have steadily increased my assets by more than 10% since being laid off in 2022, including what I have spent since then (not bad for a 60% salary decrease from the good old days). My credit score is up to 825. I am trying to get my state representatives and senators to recognize that the best way to cure Social Security's ills is to remove the cap on taxable income. My rose-colored glasses are off, and I see the world clearly without them. A Retired Reader Don't miss: 'I plan to exit corporate life': I'm 50 and have $400,000. My wife is a teacher. Can I retire at 55? You can email The Moneyist with any financial and ethical questions at [email protected]. The Moneyist regrets he cannot reply to questions individually. "I was making good money, and loving it - until the work dried up." (Photo subject is a model.) Dear Retired Reader, You are a master of the prosperous pivot. Crucially, you pivoted in your career, moving to consulting from tech, only to be laid off. During this time, you no doubt kept learning new things, including soft skills, which are important for dealing with colleagues of all working styles and generations, including millennials and Generation Z. That takes guts, stamina, creativity and the ability to think on your feet. Your letter is a powerful reminder that the biggest promotion is the one we can give ourselves: cutting back on our spending. There's a joy in living modestly and simply and knowing how to use your assets wisely, whether it's doing a Roth conversion or taking a five-star vacation in retirement using a home-exchange site or being a renter and a host on Airbnb (ABNB). But in order to spend less, we need to want less. That's the biggest trick and, I believe, the one you are getting at with your "rose-tinted glasses" image. It's human and, frankly, American to want to show off our success, and that means the more we earn, the more we spend: bigger cars, a bigger house, bigger vacations, bigger hair and sometimes even bigger lips. Whatever curve ball is coming, you have to roll with it. You recognized your vulnerabilities - namely, not paying off your credit cards. The golden rule of credit-card spending is to pay off your balance every month. If you care about 3.3% inflation and vote for candidates on that basis, and you wish the 30-year mortgage rate was below 6%, you should also care about double-digit rates on your credit cards. If only those $500 Meta smart glasses could warn people about credit-card debt. You reined in your spending, but many people have trouble making their rent and paying for food and transportation without exceeding their income. Total U.S. credit-card debt is hovering at about $1.3 trillion, with the average balance around $6,000. Your letter also speaks to the challenges of longevity in an ever-changing world - whether it's artificial intelligence upending industries like tech, finance, media and the arts, dot-com booms and busts, great recessions, or global pandemics. Whatever curve ball is coming - and as sure as night follows day, there will be another - you have to be ready to roll with it. The challenges of longevity As I told this reader, who wondered whether she should give up her $150,000-a-year job at a nonprofit for a $225,000-a-year job in data analytics with a 50-minute daily commute each way, no sector is immune to job cuts. Many recent layoffs have been due to the AI revolution, whether companies readily admit it or not (some do, some don't). On Friday, the government said the economy added 115,000 jobs in April, and the unemployment rate remained steady at 4.3%, suggesting the labor market was regaining its mojo. On Thursday, ADP (ADP) said that U.S. businesses created 109,000 new private-sector jobs last month. Wall Street had forecast an increase of 84,000 such jobs in April. Nela Richardson, chief economist at ADP, the U.S.'s largest processor of company payrolls, said medium-sized companies still show signs of weakness. Medium-sized firms often don't have the cash reserves and access to credit of larger corporations and lack the nimbleness of smaller firms, leaving them more exposed to shifts in demand and financing. Many recent layoffs have been due to the AI revolution. Among the Big Tech companies, Amazon (AMZN) already cut around 14,000 jobs last year and axed another 16,000 in January. Microsoft (MSFT) laid off around 15,000 workers last year. Pinterest (PINS) said in January that it would cut up to 15% of its workforce - which could affect an estimated 700 people - in order to prioritize AI-powered products. Morgan Stanley (MS), Deutsche Bank (DB), JPMorgan Chase (JPM), Citigroup (C) and Goldman Sachs (GS) have all also announced layoffs in recent times. While AI has been blamed for many of these job cuts, many were likely part of a broader strategy to increase efficiency and cut costs after the hiring boom in the wake of the pandemic. And now? Waiting to claim Social Security takes preparation. I assume you didn't wait to start thinking about it until the eve of your 70th. If you have enough money saved, you can afford to wait - whether you do that at 62, the age you can first draw your benefits, or at 67, the full retirement age for most Americans. Waiting until you turn 70 is a status move in itself. It's a deceptively soft, cost-effective flex. Related: 'I plan to take out a mortgage': My father died. Should I buy the family home from my mom at a 40% discount? By emailing your questions to The Moneyist or posting your dilemmas on The Moneyist Facebook group, you agree to have them published anonymously on MarketWatch. More columns from Quentin Fottrell: 'This is an overlooked catastrophe': Why do so many hospitals not accept Medicare Advantage for cancer patients? We're in our 70s with no heirs. I like donating $30,000 from our $700,000 IRA to charity - my husband disagrees. Who's right? 'I was shoveling sidewalks at 8 years old': I'm a 73-year-old boomer dad with two kids. Here's what I teach them about finance Check out The Moneyist's private Facebook group, where members help answer life's thorniest money issues. Post your questions, or weigh in on the latest Moneyist columns. By submitting your story to Dow Jones & Co., the publisher of MarketWatch, you understand and agree that we may use your story, or versions of it, in all media and platforms, including via third parties. -Quentin Fottrell This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 05-09-26 1525ET Copyright (c) 2026 Dow Jones & Company, Inc.
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SocialAnxietyStaker

SocialAnxietyStaker

16 ore fa
中美元首將於下周會面,美芯片股率先炒高 ; 蘋果據報與英特爾初步達成晶片製造協議 ,英特爾一度飆逾19%。加上市場仍憧憬美伊談判有好消息,標指與納指同創歷史新高,道指反覆靠穩。 **即睇美股收市:** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-0b82b2f456-eb35f7f474-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-d79cc182f5-0de75c9ada-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-d59ea6fcd6-69ee4074a9-8b7abd-e5a980) +10 ![](https://img-cdn.gateio.im/social/moments-93a3059760-3020ee4860-8b7abd-e5a980) +9 ![](https://img-cdn.gateio.im/social/moments-480d1f413c-a1b1600249-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-be21f59b7b-e564c00b26-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-1516a5693f-c4ff55a5d5-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-63cf605c97-d8f0dd8cf5-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-8102f2a353-f30faf538a-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-8b38bacf0f-6fef7b5d42-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-993005b9a0-42f709cc41-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-81b6b26327-da8d05549e-8b7abd-e5a980) 道指收市升12點,報49609點,標指漲0.84%,納指漲1.71%。 焦點股方面,《華爾街日報》報道,蘋果公司與英特爾達成初步的晶片製造協議 ,英特爾升13.9%,美光(Micron)漲15.5%,Sandisk漲16.6% 。 英偉達(美:NVDA)曾升超過3%破頂,高見217.8美元,市值最高曾見5.28萬億美元 ,收市升1.8% ; 消息指英偉達行政總裁黃仁勳或獲邀訪中國,市場憧憬公司芯片仍有機會獲批銷往中國。 美國國務卿魯比奧表示,預計伊朗今日會對結束戰爭的方案作回應。伊朗方面則指,仍在審視相關方案。該方案提議,伊朗在未來一個月內重新開放霍爾木茲海峽,美國則結束對伊朗港口的封鎖。這份文件亦暗示,只要伊朗接受,戰爭就將結束,但此後仍需就伊朗核計畫等達成協議。 美國勞工統計局公布,4月非農新增職位回落至11.5萬個,但仍高於預期6.5萬個,前值由17.8萬上修至18.5萬。期內失業率維持4.3%。利率期貨顯示,市場預期聯儲局今年內加息的機會率最新降至不足1成,較大機會維持利率不變。 兩艘伊朗油輪聲稱在霍爾木茲海峽遇襲後,伊朗外交部發聲明,譴責美國軍隊對伊朗兩艘油輪及霍爾木茲海峽沿岸多個地點的襲擊。該國外交部長阿拉格齊指,每當出現外交解決方案時,美國總會選擇不計後果的軍事冒險。但事件未見進一步升級,油價靠穩,紐約期油升0.6%,報95.39美元,布蘭特期油升1.4%,報101.47美元。 伊朗半官方通訊社Mehr周五報道,一艘伊朗貨船在霍爾木茲海峽和阿曼灣附近遭到美國攻擊,造成1名水手死亡,4名水手失蹤。 DWS全球首席投資總監 Vincenzo Vedda指出,海峽短期內重開的機會或較為渺茫。伊朗已意識到,封鎖霍爾木茲海峽可施加重大壓力;而在談判期間兩度遭受轟炸後,伊朗亦幾乎沒有理由信任美國或以色列。與此同時,美國政府既不能無功而返,又須顧及中期選舉,避免戰事拖長推高通脹並影響共和黨選情。市場開始預期中東衝突可能進入一種既未正式停火、亦未進一步升級的僵持狀態;但只要霍爾木茲海峽仍然關閉,這種僵局便難言均衡穩定。 「新債王」岡拉克(Jeffrey Gundlach)押注美國政府可能削減國債息,對此,白宮經濟委員會主任哈塞特(Kevin Hassett)暗示,岡拉克設想的國債重組等同於違約,即使過上一百萬年,本屆政府也絕不可能做出任何看起來像是債務違約的事情。 哈塞特表示,最新就業數據不足以支持聯儲局加息。聯儲局理事米蘭(Stephen Miran)則說,聯儲局主席鮑威爾在本月15日任期屆滿後留任理事,或能協助新主席的交接工作。 **港股、ADR市況不斷更新,詳情請看:下一頁** ![](https://img-cdn.gateio.im/social/moments-0f2faa005c-b8248bd271-8b7abd-e5a980) **即市走勢:** 【23:05】魯比奧:預計伊朗今日回應談判方案 道指升95點、納指標指再破頂 【21:30】美勞動市場趨穩、加息陰霾減 道指升188點、納指升0.8% 【20:30】【美國經濟數據】美國4月非農新增職位回落至11.5萬個 高於預期|4月失業率維持4.3% 【18:20】美國4月失業率、非農數據公布前 道指期貨升160點、納指期貨升0.7% 【15:20】道指期貨升54點,報49754點,標指期貨升20點,報7383點,納指期貨升136點或近0.5%,報28818點。 【15:20】油價靠穩,紐約期油升0.2%,報94.98美元,布蘭特期油升0.4%,報100.49美元。金價方面,現貨金升0.6%,報4715美元。 【14:44】【習特會】特朗普訪華行程據報如期推進 黑石、花旗CEO傳將隨同訪華出席峰會 英偉達黃仁動、蘋果等亦有份 【14:31】【TSM】台積電4月營業收入按年增長17.5%至4107億新台幣 按月跌1.1% 【14:15】【裁員潮】富達擬全球裁員800至1000人 同時擴充技術及初級職位 **【13:26】【美股分析】標指、納指破頂後回吐 分析:美伊已「揭底牌」、回調壓力不大 標指有機會上望幾多點?** 【13:16】【AI+AirPods】Apple蘋果「相機版」AirPods傳進入測試階段 內置鏡頭成Siri雙眼有何功能? 【13:14】【日圓走勢】每百日圓兌港元4.97算 美銀:日本「黃金周」至少四度出手或斥11萬億日圓干預 為2022年以來最大行動 【12:37】【AI+投資】Anthropic據報擬今夏進行新融資估值近萬億美元 投資者願投入巨資只等宣布we're ready 【11:57】【AI+芯片】半導體雙雄齊陷勞資糾紛 三星電子工會否決一次性265萬補償 醞釀18天全面罷工 【10:50】【美股焦點】花旗:中期目標有形股本回報率14%至15% 料今季啟300億美元股份回購 【10:22】【AI+大行報告】高盛:AI 產業轉向「智能體」時代 Token消耗料2030年增24倍 【10:10】【美國息口】儲局官員卡什卡利:霍爾木茲海峽若長期關閉 聯儲局下一步可能是加息 【08:22】【鱷王看法】達里奧稱美國步入「大動盪」時期  籲黃金配置為5%至15% 【07:32】【伊朗危機】美軍:驅逐艦經過霍爾木茲遭伊朗攻擊 已自衛反擊 特朗普:繼續停火 只是輕輕一拍(不斷更新) 【07:11】【伊朗危機】特朗普淡化伊朗攻擊海灣國 沙特、科威特一度禁美軍使用基地 特普朗「自由計畫」36小時被迫暫停 【06:44】【美國關稅】美國貿易法院裁定 特朗普最新10%關稅不合法 【06:01】【ABNB業績】Airbnb首季收入增18% 中東戰爭拖慢次季訂房增長 【05:40】【CRWV業績】CoreWeave收入倍增 訂單積壓逼近千億美元 惟虧損擴大至7.4億美元 【05:00】【COIN業績】加密資產投資虧損拖累 Coinbase首季按年轉蝕3.94億美元 **$1以下為5月7日美股市況====** 周四:美軍襲霍爾木茲海峽伊朗目標 布油倒升、道指跌313點 ----------------------------- 美國與伊朗在霍爾木茲海峽再爆衝突,美軍據報對伊朗的格什姆及阿巴斯港發動襲擊。據Axios報道,美軍對霍爾木茲海峽地區的伊朗目標發動打擊,報道指,打擊不代表重啟戰爭。 **即睇美股收市:** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-7b07c51de5-b301fc81cc-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-aa3684e668-12482c4ffb-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-e105045cbd-0bc3deb2ed-8b7abd-e5a980) +10 ![](https://img-cdn.gateio.im/social/moments-37fcb2515d-0b1911cfba-8b7abd-e5a980) +9 ![](https://img-cdn.gateio.im/social/moments-2c80a93799-87cfda48d3-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-c64a12e7c2-5df0735be7-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-e742ea4801-d45a6c0363-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-10c6aaa99e-c292b863f4-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-03346bebd8-492e27e5f7-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-752030f3a0-d992552b06-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-3e9e6ad2f8-0e7f4a9ac0-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-156ec9ed8c-a98965ec47-8b7abd-e5a980) 塔斯尼姆通訊社引述消息人士報道,兩架無人機在阿巴斯港被防空部隊擊落。 據伊朗國家廣播電視台(IRIB)引述一位軍方官員的話說,在美軍襲擊霍爾木茲海峽的一艘伊朗油輪後,伊朗軍方向「敵方單位」發射了飛彈。該官員稱,「敵軍部隊」遭受損失後撤離了該地區。 油價反覆,紐約期油跌0.3%,收報94.81美元,布蘭特期油升2%,報103.32美元。 標指納指早段繼續破頂,其後受中東局勢影響下跌,道指曾跌422點,低見49487點,標指曾跌0.6%,低見7321點,納指曾跌0.5%,低見25713點。 道指收市跌313點,收報49596點,標指跌0.4%,收報7337點,納指跌0.1%,收報25806點。 現貨金跌0.1%,收報4685.8美元。美滙指數升0.2%,報98.237。 此外,據《華爾街日報》引述美國與沙特官員的消息報道,沙特與科威特已解除對美軍使用其基地與領空的限制後,特朗普將恢復「自由計劃(Project Freedom)」。 據內媒報道,一艘中資油輪在霍爾木茲海峽附近遭受不明攻擊,這是自美伊衝突爆發以來的首次。這艘未具名的船隻上標有「中國船東與船員CHINA OWNER & CREW)」的字樣,該船的甲板因攻擊而起火,目前尚不清楚是否有任何船員受傷。 特朗普:美伊和平協議或一周內達成、油價曾跌4% ----------------------- 美國總統特朗普表示,伊朗和平協議可能在1星期內達成,德黑蘭方面正在審查美國最新提出的方案。在美國向伊朗提交最新和平方案草案後,特朗普已下令暫時中止在霍爾木茲海峽進行的護航行動。 美國能源部部長賴特(Chris Wright)表示,現時與伊朗官員沒有進行過直接對話,又指伊朗的石油產量隨著儲存設施飽和,現時已每日減少了約40萬桶產量。 另外,伊朗外長阿拉格齊在社交平台表示,與巴基斯坦外長於周四(7日)通電話,強調需通過持續對話、外交努力及擴大合作以維護穩定、避免緊張局勢升級。惟未有提及與美國的結束戰爭協議。 彭博引述船舶追蹤數據報道指,法國航運巨頭達飛海運(CMA CGM)旗下小型貨櫃船CMA CGM Saigon號,周二(5日)下午最後一次被追蹤到出現在波斯灣,並於周三(6日)再次出現在阿曼海岸附近,其目的地顯示為斯里蘭卡科倫坡,該船成為自伊朗與美國爆發戰爭以來,少數能夠安全穿越海峽的西歐船隻。 根據伊朗塔斯尼姆通訊社報道,伊朗總統佩澤希齊揚周四(7日)表示,近期與伊朗最高領袖穆傑塔巴哈梅內伊進行會面,並對話持續了近兩個半小時。 馬士基CEO指,受中東戰事影響,公司每月成本額外增加5億美元,預計第二季的運費將會上升,現時已轉嫁給客戶。又提到公司旗下仍有多艘船隻滯留波斯灣水域,但估計未來幾周不會有更多船隻由美國護航下,通過霍爾木茲海峽。 **港股、ADR市況不斷更新,詳情請看:下一頁** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-6d019603c6-d8b33839a9-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-81f4306205-344a1970da-8b7abd-e5a980) **即市走勢:** 【23:00】美能源部長:現時沒有與伊朗官員直接對話、油價曾跌4% 道指反覆、標指納指再破頂(不斷更新) 【21:30】法國貨船穿越霍爾木茲海峽、布油跌4%失守每桶100美元 道指重上5萬點關、標指納指再破頂 【18:30】憧憬美伊達成協議、布油跌2%失守每桶100美元 道指期貨升4點 金價再升1%重上4700美元 【14:53】道指期貨升110點,報50144點,標指期貨升8點,報7397點,納指期貨升7點,報28724點。 【14:53】油價回穩,紐約期油升0.3%,報95.36美元,布蘭特期油升0.3%,報101.61美元。金價再升1%,紐約期金升1.1%,報4747美元,現貨金升1%,報4740美元。 【14:07】【日本股市】日股「補升」破頂 日經指數升6%連破62000、63000點兩關 軟銀急升18% 【13:54】【世界盃2026】美銀:2026年世界盃將貢獻全球GDP約410億美元、人工智能將躍升為控制系統 AI估邊隊奪冠? 【13:39】【AI+Gemini】Google傳開發自家龍蝦 AI代理「Remy」全天候助用戶處理任務 **【13:33】【美股分析】標指首升穿7300點創新高 黃耀宗:升勢具實質支持 增持和減持哪類股份?** 【13:29】【私募基金】私募市場版「神奇七俠」崛起 佔全美獨角獸估值逾4成 OpenAI、SpaceX等成資金黑洞 【13:13】【GME】GameStop擬560億美元鯨吞eBay CEO拍賣「私家白襪、特朗普閃卡」幫補慘遭封殺 **【13:11】【ARM分析】Arm放榜盤後急升後倒跌6% 分析:Intel、超微業績後市場期望拉到好高 估值偏高借勢回、不至於令芯片股降溫** 【13:00】【日圓走勢】日圓兌港元維持5算水平 三村淳稱干預外匯市場頻率不受限制、與美方保持聯繫 【11:17】【私募基金】「新債王」岡拉克警示私募信貸泡沫 中介為佣金推銷、質疑「半流動性」產品:當要用錢時它就變得不再流動 【10:26】【韓股破頂】韓股市值上月超英後最新再超越加拿大 成為全球第七大股市 【10:00】【美國息口】聯儲官員穆塞勒姆警告:通脹風險升溫 聯儲局或需「一段時間」維持利率不變 【09:55】【Samsung】三星電子退出中國家電市場 重點經營手機半導體等先進產業領域 【08:28】【金價走勢】黃金價格在憧憬美伊有望達成協議下 現貨金曾突破4700美元、創約1個月來最大升幅 【08:20】【伊朗危機】美軍:戰機+大砲 擊中空載油輪船舵 阻入伊朗港口 【08:01】【伊朗危機】特朗普:伊朗不能擁有核武,就這麼簡單 伊朗外長在北京:可盡快解決霍爾木茲開放問題(不斷更新) 【08:00】【美國息口】聯儲局官員古爾斯比就通脹發出謹慎信號 儲局面臨極大挑戰 【07:25】【美股收市】特稱伊同意不擁核武 道指飆612點闖5萬 標指納指破頂 AMD飆19% 【06:58】【AI法庭對決】OpenAI前CTO稱Altman製造混亂 高層互不信任 公司曾瀕爆煲 【04:55】【APP業績】AppLovin利潤翻倍 AI廣告需求維持強勁 【04:55】【ARM業績】收入盈利勝預期 AGI CPU供應成焦點 【04:00】【AI算力】Anthropic夥SpaceX增運算資源 Claude用量上限提高 **$1以下為5月6日美股市況====** 周三:特稱伊同意不擁核武 道指飆612點闖5萬 標指納指破頂 AMD飆19% -------------------------------------- 美國總統特朗普周三表示,美伊過去24小時內進行了非常富有成效的對話,很有可能最終會達成協議,伊朗已同意不擁有核武。 即睇美股收市: ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-8190bef73e-68eef699c4-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-0372d3e99d-e656a00f21-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-978df23c41-b9b87935f7-8b7abd-e5a980) +10 ![](https://img-cdn.gateio.im/social/moments-884e8e1a3b-4416252208-8b7abd-e5a980) +9 ![](https://img-cdn.gateio.im/social/moments-f7e6ebe0b2-0f7e16b83b-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-1561fabd26-f18cde104e-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-de2c812b67-8284aa0945-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-4b3f352808-20344e45f4-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-3ad6fdd918-8984763085-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-f2cb96f072-5ab0f550b0-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-589db6211e-492ce40594-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-49cdaa3968-eb8a2c5ba0-8b7abd-e5a980) 美伊有望停戰 ,美股周三大升,道指一度飆713點,重上5萬點關,標指首次升穿7300 , 納指同創歷史新高 ;反映中國概念股表現的金龍指數彈3.45%。 道指收市升612點,報49910點;標指漲1.46%,報7365點;納指漲2.02%,報25838點。 焦點股方面,芯片及內存股繼續爆發,美國超微(美:AMD)業績符預期,唱好收入前景,股價飆18.6%。超微電腦(美:SMCI)業績指引符預期,升24.5%。另外,英偉達(美:NVDA)宣布與特殊玻璃和光纖生產商康寧(Corning)達合作協議,以加強AI基建的製造能力,康寧股價即彈高12%,Nvidia漲5.7%。 特朗普接受PBS訪問時稱,伊朗戰爭很有可能結束,感覺美伊雙方即將達成協議,但稱不太可能再派遣威特科夫和庫什納參與談判。被問到是否會在下周出訪中國前達成協議,他表示有這個可能(It's possible, yeah)。 特朗普又指,根據協議,伊朗的鈾元素將運往美國,直言不是「可能」送到美國,而是會運往美國。協議亦包含不得使用地下設施的條款。但強調如果未能結束戰爭,將重新猛烈轟炸伊朗。 特朗普並表示,現時霍爾木茲海峽有1000艘滿載石油的船,待衝突結束後,將會出現一場石油搶購潮,屆時油價將會大幅下跌。 外媒Axios報道指,據兩位美國官員和兩位了解內情的消息人士透露,白宮認為,雙方即將就一份旨在結束戰爭並為更詳細的核談判奠定基礎的一頁備忘錄達成協議。 不過,《紐約郵報》引述特朗普指,儘管外界預計美伊接近達成結束衝突的協議框架,但目前開始考慮美伊之間面對面和平談判是「為時過早」 。問及是否應前往巴基斯坦,為美伊新一輪談判做準備時,特朗普稱,「我不這麼認為」,補充稱談判仍存在「距離與不確定性」。 特朗普在Truth Social撰文,「假設伊朗同意交出已達成協議的內容——這或許是個很大的假設——那麼早已具備傳奇色彩的「史詩狂怒」(Epic Fury)將宣告落幕,而極為有效的封鎖行動將使荷爾木茲海峽(Hormuz Strait)對所有人開放,包含伊朗在內。如果他們不同意,轟炸就會開始,而且令人遺憾的是,其規模與強度將會遠超以往。」 油價大幅震動,紐約期油一度跌13%,其後跌幅收窄 ,收報95.08美元 ,挫7.03%;布蘭特期油挫7.83%,收報101.27美元。 據伊朗學生通訊社報道,伊朗外交部發言人說,伊朗正在審閱美國提出的方案,總結後將向巴基斯坦方面轉達伊朗的意見。路透指,伊朗高級議員在X平台指,Axios的報道更像是美國的願望清單,而非現實。美國在這​​場失敗的戰爭中不會獲得任何透過面對面談判未能獲得的東西。 金價回升至4700美元水平,紐約期金升3.1%,報4710美元,現貨金升3.1%,報4700美元。 **港股、ADR市況不斷更新,詳情請看:下一頁** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-2b4673e527-1804ccf2d6-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-23bd63758e-f06b832213-8b7abd-e5a980) **即市走勢:** 【15:08】道指期貨升73點,報49488點,標指期貨升21點,報7308點,納指期貨升200點或0.7%,報28336點。 【15:08】油價跌逾1%,紐約期油跌1.4%,報100.87美元,布蘭特期油跌1.3%,報108.42美元。金價回升至4600美元水平,紐約期金升2.4%,報4676美元,現貨金升2.4%,報4667美元。 【13:49】【AI+Meta】Meta傳推AI代理「Hatch」、6月底完成內測 IG購物工具料第4季登場迎戰TikTok 【13:43】【日圓走勢】日本政府再出手干預? 日圓一度升至155.04、兌港元重上5算 **【13:14】【美股分析】納指、標指、 費城半導體指數再度破頂 分析:有回調風險但並非轉向 仍有繼續向上動力** **【13:00】【AMD分析】AMD夜盤急升18%創新高 Q1收入盈利+前景全超預期 分析:業績「極之強」惟不宜高追 現價宜買NVDA ** 【12:30】【韓股破頂】三星電子市值突破1萬億美元、成亞洲第二家 南韓KOSPI指數飈逾6%又再破頂升穿7000點關 【11:39】【伊朗危機】美國防部長:美伊停火協議仍有效 「隨著停火達成,時鐘便已停止」 若戰事重啟無須國會授權 【11:37】【AI法庭對決】OpenAI權鬥細節曝光:馬斯克求絕對控制權被拒、Brockman:曾以為會被打 庭審披露OpenAI今年算力開支料達500億美元 【10:32】【AI+算力】貝萊德Larry Fink「神預言」算力期貨市場將誕生? 稱不存在AI泡沫 【09:34】【AI+Anthropic】Anthropic據報五年內向Google Cloud投入2000億美元 【08:42】【日圓走勢】每百日圓兌港元4.97算 Blackwolf Analytics:日本或將再次干預日圓 【08:17】【Apple】蘋果據報將​​允許用戶選用多款第三方AI服務 預計將隨iOS 27發布 【07:10】【伊朗危機】特朗普:全面協議有進展 暫停「自由計畫」 紐油曾跌穿100(不斷更新) 【06:16】【SMCI業績】超微電腦指引勝預期 盤後急升逾兩成 【06:01】【美股收市】伊啟動海峽通行管理新機制 道指升356點 標指納指齊破頂(不斷更新) 【05:32】【AMD業績】AI需求帶動收入升38%勝預期 數據中心收入升57% 【05:04】【AI基建業績】Arista、Astera業績勝預期 AI數據中心需求續旺 **$1以下為5月5日美股市況====** 周二:伊啟動海峽通行管理新機制 道指升356點 標指納指齊破頂 ------------------------------- 伊朗啟動霍爾木茲海峽通行管理新機制 ,船隻將透過官方郵箱接收通行規則及相關規定,並在通過海峽前獲得通行許可。美稱與伊停火協議仍有效 , 油價大幅回吐,美股周二向上,標指納指齊破頂 , 道指最多彈423點。 **即睇美股收市:** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-e75c252521-4e4784b0f4-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-6b224b9406-554918955f-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-f87be8c1ea-f3e5cf893a-8b7abd-e5a980) +10 ![](https://img-cdn.gateio.im/social/moments-fcd9d753f3-56f3394bb6-8b7abd-e5a980) +9 ![](https://img-cdn.gateio.im/social/moments-fb4254c71a-d6a9c43408-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-b0614ed43f-3b22266cab-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-98368aeabb-1ac62aa094-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-9668b12304-9ed81ed076-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-e1d889efcb-4d16cc13d4-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-45dc910c3f-d4b5f2e25e-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-ada1d4e688-c4ea2c43b0-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-d4c9475d10-0c356b134a-8b7abd-e5a980) 道指收市升356點,報49298點 ; 標指漲0.81%,納指漲1.03%。英特爾傳與蘋果洽晶片合作 , 股價飆13% ;蘋果彈2.7%,Alphabet計劃發行其歷來最大筆歐羅債券,股價升1.4%。 伊朗再次攻擊阿聯酋,該國指伊朗發動了新一輪飛彈和無人機攻擊,防空部隊現時正應對相關飛彈威脅。但油價持續向下,紐約期油挫3.9%,收報102.27美元,布蘭特期油瀉3.99%,收報109.87美元。金價回穩。 伊朗總統辦公室官員否認佩澤希齊揚辭職傳聞,又指相關說法為部分媒體造謠。  伊朗新聞電視台報道,伊朗已啟動一項新的海上通行管理機制,對霍爾木茲海峽過往船隻實施統一管理。所有計劃通過海峽的船隻,將透過官方郵箱接收通行規則及相關規定。船隻只需根據此框架調整航行操作,並在通過海峽前獲得通行許可。 另外,美國國防部長赫格塞斯(Pete Hegseth)表示,與伊朗的停火協議仍未結束,美國總統特朗普已指令美國中央司令部恢復霍爾木兹海峽的自由通航貿易,並提到目前已有一條可供商業船舶通行的安全航道。又指特朗普在任何議題上都未妥協,美國在談判中仍然佔據上風。 他指出,伊朗沒有控制海峽,如該國如今只剩下小型快艇可用,同時並不尋求在霍爾木茲出現衝突,強調美國將在無需進入伊朗領空或水域即可開啟霍爾木茲海峽。另表示有數百艘船正排隊準備通過霍爾木茲海峽,直言若伊朗攻擊美軍人員或商船,將面臨壓倒性火力打擊。 美國參謀長聯席會議主席凱恩(Dan Caine)則提到,自宣布停火以來,伊朗已九次砲擊商船,並扣押了兩艘貨櫃船,並10次襲擊美軍,仍有約2.25萬名海員被困波斯灣。但到目前為止,伊朗的所有攻擊都未觸及重啟大規模作戰行動的紅線。 美軍中央司令部(CENTCOM)在社交平台發文,提到其航空母艦布殊號正在阿拉伯海航行,指該航母搭載了60多架飛機。並強調美軍在阿曼灣對伊朗實施海上封鎖,並支援解放霍爾木茲海峽行動(Freedom in the Strait of Hormuz)。 ![](https://img-cdn.gateio.im/social/moments-31e7a0b62a-13cc4a8acc-8b7abd-e5a980) 彭博引述消息指,伊拉克國營石油行銷機構(SOMO)願意大幅降低價格出售石油,每桶折扣為33.4美元,但要求買家必須安排油輪經霍爾木茲海峽裝載及運輸石油。 由於伊拉克位處波斯灣最深處,美伊衝突爆發後,霍爾木茲海峽幾乎無法通行。數據顯示,4月只有2艘油輪在伊拉克南部的巴士拉港裝載石油,遠低於3月的12艘,亦令伊拉克的儲油空間已迅速填滿,今次減價吸引油輪或是為了去庫存。但提到公告顯示,由於伊拉克是在以往已知的現有特殊情況下發布上述報價,因此如果買家接受SOMO的條款,不可抗力條款就不適用於相關報價,買家必須自行承擔地緣政治衝突導致的停航或損失風險,不能以此為理由撤單。 丹麥航運巨頭馬士基(美:AMKBY)表示,集團旗下一艘商船「The Alliance Fairfaxz」周一(4日)在美國軍方保護下,成功穿越了霍爾木茲海峽,所有船員均安全無恙。公司指,該船自2月28日美國和以色列領導的對伊戰爭爆發以來,一直滯留在海上。 美國今日將會公布3月進出口、貿易收支、4月服務業PMI、3月新屋銷售、3月JOLTS職位空缺數、4月ISM服務指PMI。業績方面,AMD(美:AMD)、超微(美:SMCI)、Arm(美:ARM)等將於收市後公布業績。 **港股、ADR市況不斷更新,詳情請看:下一頁** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-8cbf6dd560-4e78e03f95-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-fa89451d04-c0966e6f61-8b7abd-e5a980) **即市走勢:** 【22:50】伊朗再對阿聯酋發動飛彈及無人機攻擊、布油跌3% 道指升260點、納指升0.9% 【21:30】美國防部長:美國談判佔上風、霍爾木茲海峽有1條安全航道 布油跌2% 道指升242點、納指升0.8% 【18:30】伊拉克減價賣油去庫存、布油跌1% 道指期貨回升124點、納指期貨升0.6% 金價回穩 【14:03】美股期貨向上,道指期貨升76點,報49155點,標指期貨升13點,報7243點,納指期貨升72點或近0.3%,報27848點。 【14:02】油價向下,紐約期油跌近2%,報104.35美元,布蘭特期油跌0.9%,報113.37美元。金價回穩,紐約期金升0.5%,報4556美元,現貨金升0.5%,報4544美元。 【13:45】【伊朗危機】液化天然氣出口跌至兩年來最低 僅1艘滿載LNG船隻通過霍爾木兹 【13:42】【AI+記憶體】CPU與GPU存儲需求齊增 韓媒:記憶體超級周期料延至2027年 **【13:28】【美股分析】美伊局勢或升級 道指跌逾500點、納指跌幅較細 分析:道指跟中東局勢關聯性較高** 【12:47】【伊朗危機】IMF總裁:中東戰事倘拖到2027年 全球經濟將更糟糕 「基本情景正變得愈來愈遙遠」 【12:35】【馬斯克旗下】收購Twitter涉延遲申報持股違規 馬斯克與SEC和解罰150萬美元 惟不承認存在不當行為 【11:37】【伊朗危機】高盛警告:全球原油庫存逼近八年低位 部分地區短缺風險升溫 【11:29】【AAPL】蘋果據報研究與英特爾、三星合作 為其設備生產處理器 【10:48】【GME】《沽注一擲》原型Michael Burry清倉GameStop持股 指收購eBay將帶來過高債務負擔 【10:43】【美股焦點】橡樹資本聯席CEO:當前市場強勁令人費解 市場過快忽視一系列基本面問題 【10:12】【日圓走勢】每百日圓兌港元4.98算 日本官員引述IMF規則稱:連續三日干預視為一次行動 【09:47】【美國息口】儲局官員威廉斯暗示持續性通脹可能性較小 利率在未來某時點需要下調、無數據顯示短期有加息理由 【07:38】【伊朗危機】美國未提阿聯酋受襲 美官員:局勢是否升級決定權在特朗普(不斷更新) 【06:24】【AI監管】白宮研加強AI模型監管 或影響Google、OpenAI發布節奏 【05:14】【PLTR業績】Palantir首季收入飆85% 美國商業收入遜預期 **$1以下為5月4日美股市況====** 周一:阿聯酋攔截伊導彈  特:擊毁伊7隻艇  道指挫557點 油價飈金價跌 ------------------------------------- 美伊爆衝突 ,據報一艘美國軍艦遭兩枚導彈擊中,阿聯酋一處石油工業區亦遇襲 ; 消息刺激油價急升,儘管美國官員否認有關襲擊消息,但美股周一急跌。 **即睇美股收市:** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-0127e352c0-5ba9fd89a4-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-e996981e08-b0893d67f9-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-eeb3f2cbce-0d0013ddca-8b7abd-e5a980) +10 ![](https://img-cdn.gateio.im/social/moments-a26353d957-80c82c7c88-8b7abd-e5a980) +9 ![](https://img-cdn.gateio.im/social/moments-ca59135903-719ea5ffed-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-4f1789f6ed-710462af47-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-27618f407a-99e8bedeef-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-a76bf7c836-a75d8a916b-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-2a3129ac69-5d270a2012-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-9f23171fb0-6a9ad68076-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-3175f4c4d6-aaae08e986-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-746aee9fff-a7fce51c14-8b7abd-e5a980) 道指收市挫557點,報48941點;標指跌0.41%,納指回吐0.19%。比特幣一度升穿8萬美元關口,是逾3個月來首次。 巴郡首季經營溢利增長18%,股價先升後跌1%;eBay獲遊戲零售商GameStop(GME)提出收購,股價升5.1%,GME急挫10.1%。 阿聯酋國防部於香港時間昨晚公布,伊朗發射了4枚導彈,其中3枚被防空系統成功攔截,另一枚則落入海中。約兩小時之間已兩度發布過類似警報,這是自美伊停火協議生效以來的首次。 消息一度刺激油價急升,紐約期油收市升4.39%,報106.42美元;布蘭特期油漲5.8%,收報114.44美元。 金價下跌,現貨金價跌2.2%,報4514.8美元。 對於周一霍爾木茲海峽發生的事,特朗普於午市時段發聲指,「伊朗針對『自由行動』(PROJECT FREEDOM)的船隻調動,向一些不相關的國家開火了,其中包括一艘南韓貨船。也許現在正是南韓加入這項任務的時候了!我們已經擊毀了7艘小艇,或者照他們喜歡的說法,7艘「快」艇。這已經是他們僅存的一切了。除了那艘南韓船隻外,到目前為止,通過海峽的過程中沒有發生任何其他損害。戰爭部長海格塞斯(Pete Hegseth)和參謀長聯席會議主席凱恩(Dan Caine)將於明早舉行記者會。」 伊朗則否認美國擊沉了快艇。 特朗普接受 Fox新聞採訪時發出強硬警告,明確表示如果伊朗軍隊膽敢攻擊美國艦艇,伊朗將會被「從地球表面炸飛」. 不過,特朗普並未提及阿聯酋發生的情況。阿聯酋國防部稱,伊朗發射了四枚飛彈,其中三枚被攔截,一枚落入海中。伊朗無人機襲擊後,阿聯酋富查伊拉的一座石油設施發生火災。阿聯酋期間發出多次防空警佈。 CNN引述杜拜消息指,預計美國及以色列在未來24小時內對伊朗發動打擊。 ![](https://img-cdn.gateio.im/social/moments-5cee2d5e39-579b5de00d-8b7abd-e5a980) 伊斯蘭革命衛隊發言人表示,在霍爾木茲海峽違反衛隊所公布規定的船隻「將被強制攔截」。 上海目的地、韓國營運貨船於霍爾木茲發生爆炸 --------------------- 韓國外交部指,霍爾木茲海峽一艘韓國船隻發生爆炸並起火,但未收到傷亡報告。資料顯示,爆炸並發生火災的船是HMM Namu 號,由韓國航運公司HMM營運,一艘懸掛巴拿馬國旗的多用途貨船,目的地是中國上海。 該船在荷爾木茲海峽阿聯酋烏姆蓋萬(Umm Al Quwain)港口外錨泊時,左側機艙傳出巨大爆炸聲並起火。船上載有 6 名韓國籍船員與 18 名外籍船員,目前沒有人員傷亡的報告。目前韓國政府及航運公司仍在調查這起爆炸是因為外部攻擊(如水雷)還是內部機械故障所引起的。 貝森特:救兵已在路上 海上超過150到200油輪可出來 --------------------------- 美國財長貝森特表示,「救兵已經在路上了。截至今天為止,思考這個問題的方式是,市場因為海峽周圍的衝突,目前每天短缺大約 1000 萬桶,介於 800 萬到 1000 萬桶之間。所以每一艘經過的油輪大約載有 200 萬桶。所以每天有 4 到 5 艘油輪經過,在被壓抑的需求中,我們認為有超過 150 到 200 艘油輪可以出來。所以我認為市場的供應將會非常充足。另一件事是,我對此事的另一面充滿信心,世界上將會充斥著石油。阿聯酋已經退出 OPEC,他們將會開採更多,OPEC 剛剛宣布他們將會開採更多。而且美國的原油交付量創下歷史新高。我們是世界上第一大的能源超級大國,而且我們從來沒有交付過這麼多。」 美參議院傳擬定授權特朗普動武草案 限用地面部隊及衝突期限 ---------------------------- 美國在霍爾木茲海峽尋求突破,據美國媒體semafor引述幾位知情人士透露,一小部分參議院共和黨人在幕後起草一項針對伊朗的動武授權,以便特朗普再次發動軍事打擊時,能夠迅速推動。這項由共和黨提出的授權可能會對地面部隊的部署設限,並規定有限的衝突期限。 報道指,繼特朗普於上周五表示第一階段衝突已告一段落後,共和黨人預期,若敵對狀態恢復,他們將會收到新的通知。根據《戰爭權力法》(War Powers Act),如果在下一個 60 天敵對狀態期的前 30 天內提出軍事授權,則允許對其進行「快速」審議,這意味該授權將能在參議院迅速獲得全院表決。 幕僚們正在研究該法案是否會在特定階段面臨 60 票贊成的門檻限制;而部分共和黨人則認為,該案在參議院全院表決時可能僅需簡單多數票即可通過。 伊朗外長:已展現靈活性 特朗普自我成最大障礙 ---------------------- 伊朗外長阿拉格奇表示,有跡象顯示正朝著達成協議的方向移動,但特朗普的自我可能成為最大的障礙。 「伊朗人透過修改並重新提交提案來展現靈活性。而特朗普也想結束戰爭。問題在於,這已經變成了一場自我對決。他想要成為絕對的贏家;他想要對方的投降和屈服。 但白宮越早明白伊朗人不會完全投降,他們就越能早點嘗試在多個議題上彌合差距。」 伊朗稱向美國軍艦射擊、布油曾急彈5% ------------------ 伊朗法爾斯通訊社報道,兩枚導彈擊中美國軍艦,地點在賈斯克島(Jask Island)附近,該軍艦無視伊朗警告。美國軍艦已從該地區返航。但美軍中央司令部(CENTCOM)其後在社交平台上發聲明,否認有船隻遭伊朗導彈襲擊。有伊朗高級官員其後指,伊朗向美國軍艦鳴跑示警,阻止其進入霍爾木茲海峽,但不清楚是否造成損傷。 伊朗革命衛隊稱,過去數小時內沒有商船或油輪通過霍爾木茲海峽,並表示美國官員的說法毫無根據,純屬謊言。 中央司令部其後更在社交平台發布了司令庫珀(Brad Cooper)乘坐阿帕奇直升機飛越霍爾木茲海峽及其附近海域,並訪問駐紮在霍爾木茲海峽的美軍的照片。 ![](https://img-cdn.gateio.im/social/moments-d7ab1ca65a-015e41e370-8b7abd-e5a980) 美國總統特朗普宣布中東時間周一上午(中東時間慢香港4小時),引導船隻撤出霍爾木茲海峽計劃,由美國軍方介入並護送各國中立商船,確保它們能安全駛離該水域。但至今仍未有船隻通過海峽,亦未見有軍艦出動。 外媒Axios報道指,特朗普對於伊朗「不協議、不開戰」感到不滿,認為衝突陷入僵局,因此促成周一派出軍艦的行動,以打破上述局面。美國官員指,特朗普不願坐以待斃,故希望向施壓以達成協議。 報道指,特朗普上周四(4月30日)已收到一份計畫,建議派遣海軍軍艦強行通過霍爾木茲海峽以武力開通航道,若伊朗發射飛彈或出動快艇,美軍將予以摧毀;若伊朗攻擊海灣國家導致情勢升級,美軍將全面重啟戰爭。但在最後一刻,特朗普為避免與伊朗起正面衝突,未有即時進行該方案。 Axios的報道亦提到,目前的折衷行動雖然降低了立即爆發衝突的風險,但也可能令僵局持續。 根據美軍中央司令部的說法,該項名為「自由計畫」(Project Freedom)的行動將包括飛彈驅逐艦、無人機、超過 100 架陸基與海基飛機,以及 15,000 名官兵。美國軍艦與軍機將在「附近區域」待命。 兩國的外交管道目前並未完全中斷,特朗普的特使庫許納(Jared Kushner)和威特科夫(Steve Witkoff)仍持續與伊朗外交部長阿拉格齊(Abbas Araghchi)交換協議草案。有指威特科夫一直建議特朗普繼續談判,並對達成協議持樂觀態度;但多位美國官員表示,其他高級官員則悲觀得多,甚至認為1目前狀況只有兩種可能,達成協議或者特朗普再次進行轟炸。 Lazard首席市場分析師Ronald Temple指,衝突已踏入第三個月,間接外交談判進展有限。美國採取短暫但強硬的軍事升級行動,以及伊朗作出相應報復的可能性有所增加。因此,認為有機會出現3大可能出現情境。 當中包括(1)談判達成廣泛框架協議,有助局勢降溫,包括解除制裁、重開霍爾木茲海峽,以及就伊朗核計劃展開進一步談判;(2)談判未有突破,期限一再延後,衝突維持低強度但持續狀態;(3)重啟敵對行動,停火全面破裂,美國恢復軍事行動。該行提醒,外交進展愈慢,局勢再度升溫的風險愈高,因美國或需進一步加大經濟及軍事壓力,迫使伊朗接受其談判條件。 **港股、ADR市況不斷更新,詳情請看:下一頁** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-7bcba9b78c-761ebd439f-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-7032a88bdb-e925b7f5a2-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-638f600ea9-a4781000eb-8b7abd-e5a980) +2 ![](https://img-cdn.gateio.im/social/moments-8fcd9aae06-142f760a93-8b7abd-e5a980) **即市走勢:** 【18:35】伊朗稱導彈擊中美國軍艦、美國否認 道指期貨跌222點 【18:10】伊朗稱導彈擊中美國軍艦、 布油急彈5% 道指期貨跌344點、納指期貨跌0.5% 【13:44】道指期貨跌31點,報49615點,標指期貨升10點,報7268點,納指期貨升100點或近0.4%,報27936點。 【13:44】油價向下,紐約期油跌0.8%,報101.18美元,布蘭特期油跌0.6%,報107.49美元。金價亦軟,紐約期金跌0.9%,報4605美元,現貨金跌0.4%,報4596美元。 【12:46】【韓股破頂】南韓KOSPI指數升穿6900點又創新高 SK海力士市值首破1000萬億韓圜、XL二南方海力士7709大升21% 【12:17】【穩定幣USDT發行商】Tether 首季放緩囤金、僅購買6噸黃金 【11:24】【日圓走勢】每百日圓兌港元4.98算 高盛估計日本上周動用5萬億日圓干預匯市 「可再出手30次」 【10:11】【美股焦點】標普500指數首越7200點 穆迪:經濟現況與股市脫節 美國衰退風險仍高 【08:56】【GME】GameStop「蛇吞象」eBay? 將以每股125美元溢價兩成收購、總價值560億美元 eBay股價夜盤升逾一成 【08:52】【伊朗危機】美財長貝森特:美國正以經濟和金融壓力令伊朗「窒息」 德黑蘭將被迫讓步 【06:48】【伊朗危機】特朗普周一「引導」船隻撤出霍爾木茲海峽 Axios:未必包括軍艦「護送」(不斷更新) 【06:30】【外圍一周前瞻】AMD業績周二盤後放榜、料多賺逾三成 本周聚焦就業數據 【06:30】 總統特朗普上周五告訴國會,自4月7日實施兩周的停火協議以來,伊朗的敵對行動已結束。停火協議其後已被延長。油價應聲大幅回吐,納指與標指齊創新高。道指周五一度升336點撲5萬關,惟特朗普稱將下周開始上調歐盟汽車關稅至25% , 道指倒跌 ,收市跌152點,報49499點,標指漲0.29%,納指首越25000關 , 彈0.89% ,報25114點. **即睇美股收市:** ▼點擊圖片放大 ![](https://img-cdn.gateio.im/social/moments-52cb06b954-47c1a7ba10-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-590b8e4de9-0af99715eb-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-c5d3e984c7-a1797792f5-8b7abd-e5a980) +10 ![](https://img-cdn.gateio.im/social/moments-65f52474d1-05f02c4388-8b7abd-e5a980) +9 ![](https://img-cdn.gateio.im/social/moments-da779958fa-2c789c2ca3-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-2a1a18a265-aaa0ace8d6-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-530d6cfb42-73a779a5f0-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-2e8630d5c6-5a8c948b43-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-b199d0c651-a8f3f7dc67-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-89382d25cd-0c2b301aa9-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-4b47ccfc94-06c040b311-8b7abd-e5a980) ![](https://img-cdn.gateio.im/social/moments-de7102005a-143fc2e152-8b7abd-e5a980) 美股上周動態,詳情請看:【美股收市】特朗普:伊敵對行動已結束 納指升0.9% 與標指齊破頂 道指倒跌152點 財經Hot Talk DeepSeek新模型大劈價衝擊AI雙雄?港股難重演去年初升浪?
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