Bristol-Myers Squibb Co. (BMY) 加自选

原油价格预测：修正目标为更高的Fib水平。原油价格跌至60.12美元，测试了20天的平均水平，收于60.23美元以下，预计为59.72美元。

Crude Oil Price Forecast: Correction Targets Deeper Fib Level.Crude oil dropped to $60.12, testing the 20-day average, with a close below $60.23 eyeing $59.72.

周二，Ibovespa指数上涨0.3%，收于147429点，创下历史新高，市场正在等待主要的盈利结果。巴西银行上涨1%，领涨圣保罗交易的大型银行，而桑坦德银行和Bradesco在本周业绩公布前小幅上涨。淡水河谷在周四财报日前上涨1%，铁矿石价格上涨和创纪录的产量支撑了强劲的利润预测。Ambev在业绩公布前下跌0.9%。与此同时，更广泛的市场仍然受到美国和巴西在各自总统会晤后达成贸易协议的希望的支撑。

The Ibovespa rose 0.3% to close at a fresh record of 147,429 on Tuesday, as markets awaited major earnings results. Banco do Brasil added 1% to lead the large banks traded in Sao Paulo, while Santander and Bradesco inched higher ahead of their results this week. Vale added 1% ahead of Thursday's earnings date, with projections of robust profits supported by elevated iron ore prices and record output. Ambev lost 0.9% ahead of its results. In the meantime, the broader market remained supported by hopes of a trade deal between the US and Brazil following their respective Presidents meeting.

标准普尔/多伦多证交所综合指数周二上涨0.5%，收于30420点，科技股领涨，抵消了北美利率决定和繁忙的盈利日历之前大宗商品股的疲软。数据中心专家Celestica在上调2025年收入预期并报告第三季度收入和利润高于普遍预期后上涨7.3%，这清楚地表明了外包数据服务需求的弹性。Cameco股价飙升22.9%，因有消息称西屋电气和布鲁克菲尔德将与美国政府合作，计划建造至少800亿美元的新核反应堆，这一发展大大改善了铀的长期需求前景，并使布鲁克菲尔德上涨了1.2%。加拿大最大的石油生产商加拿大天然气公司将于周四发布报告，普遍认为该公司的收入更高，但收益更薄，这有助于解释为什么能源公司的名字喜忧参半。市场预计加拿大央行和美联储本周将降息25个基点，对利率敏感的增长故事仍然是人们关注的焦点。

The S&P/TSX Composite rose 0.5% to close at 30,420 on Tuesday as a tech-led advance offset weakness in commodity names ahead of North American rate decisions and a busy earnings calendar. Data centre specialist Celestica jumped 7.3% after raising its 2025 revenue outlook and reporting Q3 revenue and profit above consensus, a clear signal of resilient demand for outsourced data services. Cameco surged 22.9% on news that Westinghouse Electric and Brookfield will partner with the US government on plans to build at least USD 80 billion of new nuclear reactors, a development that materially improves the long term demand outlook for uranium and lifted Brookfield 1.2%. Canada’s largest oil producer Canadian Natural is due to report on Thursday with consensus models flagging stronger revenue but thinner earnings, which helps explain why energy names were mixed. With markets expecting 25bp cuts from the Bank of Canada and the US Fed this week, rate sensitive growth stories remain in focus.

美国股市周二延续涨势，标准普尔500指数上涨0.3%，道琼斯指数上涨180点，纳斯达克指数上涨0.8%，这三个指数在普遍预期的美联储周三降息25个基点之前均创下历史新高。反弹主要集中在人工智能和大型科技股，此前两家公司的发展重新确立了增长预期，微软与OpenAI达成了一项具有里程碑意义的协议，该协议重塑了生成人工智能的商业道路，上涨了2.3%，英伟达在宣布对诺基亚进行10亿美元的战略投资以加强对芯片和网络设备的需求后飙升了6.1%。科技以外的收益也支撑了风险偏好，UPS因业绩强于预期而上涨8.1%，联合健康在上调2025年利润前景后上涨1.6%。亚马逊证实，约有14000家公司裁员，这增加了整体风险，但并没有破坏这一进展，增加了1.4%。交易员们仍然关注本周繁重的盈利日历，其中包括Alphabet、亚马逊、苹果、Meta和微软，以及美联储的指引。

US stocks extended gains on Tuesday with the S&P 500 up 0.3%, the Dow rising 180 points and the Nasdaq advancing 0.8% as all three renewed record highs ahead of a widely expected 25bp Fed cut on Wednesday. The rally was concentrated in AI and mega cap tech after two corporate developments reanchored growth expectations, Microsoft jumped 2.3% on a landmark deal with OpenAI that reshapes the commercial path for generative AI and Nvidia surged 6.1% after announcing a $1bn strategic investment in Nokia that strengthens demand for chips and networking gear. Earnings outside tech also supported risk appetite with UPS up 8.1% on stronger than expected results and UnitedHealth rising 1.6% after raising its 2025 profit outlook. Amazon confirmed about 14,000 corporate job cuts which added headline risk but did not derail the advance, adding 1.4%. Traders remain focused on a heavy earnings calendar this week that includes Alphabet, Amazon, Apple, Meta and Microsoft and on Fed guidance.