Oracle Corp. (ORCL) 加自选

油价飙升掩盖了大型科技公司的强劲盈利。下班后，我们有一个繁忙的新闻流，Meta Platforms、微软、亚马逊和Alphabet在铃响后报告了他们的第一季度收益。除Meta外，结果总体上是可靠的。

Strong Big Tech Earnings Overshadowed by Oil Price Spike.We had a busy after-hours news flow, with Meta Platforms, Microsoft, Amazon and Alphabet reporting their Q1 earnings after the bell. The results were overall solid—except for Meta.

为什么聪明的钱现在做空英镑。由于政治丑闻、能源驱动的通胀冲击和即将到来的地方选举的有毒组合使英镑市场坐立不安，英镑正努力在最近的涨幅基础上再接再厉。交易员们押注，下周可能对货币和总理基尔·斯塔默的政治未来都具有决定性意义。

Why smart money is betting against the pound right now.The pound is struggling to build on its recent gains as a toxic combination of political scandal, an energy-driven inflation shock and looming local elections keeps sterling markets on tenterhooks. The traders are betting that the next week could prove decisive for both the currency and Prime Minister Keir Starmer's political future.

油价预测：霍尔木兹危机使布伦特原油和WTI原油处于爆发模式。由于霍尔木兹危机、伊朗港口封锁和中东冲突使供应风险居高不下，油价继续上涨，而布伦特原油和WTI原油尽管可能增加欧佩克+产量，但仍处于突破模式。

Oil Price Forecast: Hormuz Crisis Keeps Brent and WTI in Breakout Mode.Oil prices extended their rally as the Hormuz crisis, Iranian port blockade, and Middle East conflict kept supply risks high, while Brent and WTI remained in breakout mode despite a possible OPEC+ output increase.

早盘竞价：央行鹰派对债券构成威胁，科技股不受干扰。Stella Qiu展望欧洲和全球市场的未来

Morning Bid: Central bank hawks spook bonds, tech untroubled.A look at the day ahead in European and global markets from Stella Qiu