Union Pacific Corporation (UNP) 加自选

高盛预计欧佩克+将宣布6月增产41万桶/日。高盛预计，欧佩克+将宣布6月份连续第二次增加41万桶/日的供应。2025年布伦特原油平均价格为63美元。原油价格为59美元，预计2026年布伦特原油平均价格为58美元。

Goldman expects OPEC plus to announce 0.41M BPD increase for June.Goldman Sachs expects OPEC+ to announce a second consecutive 0.41M BPD increase in supply for June See Brent averaging $63 in 2025. Crude $59 Sees Brent averaging $58 in 2026.

欧佩克+讨论日产量增加40万桶。据彭博社代表称，欧佩克+正在讨论6月份增产约40万桶/日（BPD）。据路透社报道，该组织已将会议提前至5月3日（原5月5日），讨论6月份的产量计划。

OPEC+ discussing a production increase of 400K barrels per day.OPEC+ reportedly discussing a June production increase of approximately 400,000 barrels per day (BPD) according to Bloomberg delegates. The group has moved its meeting forward to May 3 (originally May 5) to discuss June output plans, per Reuters.

Davivienda哥伦比亚制造业采购经理人指数从3月份的49.9升至2025年4月的51.4，反映了哥伦比亚工厂活动自1月份以来的首次扩张。在需求有限的情况下，新订单和制造业适度扩张，通胀担忧和全球贸易阻碍了更强劲的复苏。采购水平略有上升，但由于公司没有替换离职员工，创造的就业机会微乎其微。在价格方面，尽管增长速度放缓，但在不利的汇率和材料短缺的情况下，总体成本负担继续上升。尽管如此，销售价格通胀加速至两年高点，尽管仍低于14年的历史平均水平。展望未来，尽管乐观情绪处于七个月来的最低水平，但由于对经济改善、需求增加和新产品推出的预期，公司仍然对产量增加充满信心。

The Davivienda Colombia Manufacturing PMI rose to 51.4 in April 2025 from 49.9 in March, reflecting the first expansion in Colombian factory activity since January. New orders and manufacturing expanded moderately amid limited demand, with a sharper recovery was prevented by inflation concerns and global trade. Purchasing levels increased slightly, but job creation was marginal as firms did not replace departing staff. On the price front, overall cost burdens continued to rise amid unfavorable exchange rates and material shortages, even though the pace of increase slowed. Still, selling price inflation accelerated to a two-year high, although it remained below its 14-year historical average. Looking ahead, companies remained confident of an increase in production, due to expectations of economic improvement, greater demand and new product launches, even with optimism at its lowest level in seven months.

美国贝克休斯公司美国石油钻机数量低于预测（485）：实际（479）。美国贝克休斯公司美国石油钻机数量低于预测（485）：实际（479）

United States Baker Hughes US Oil Rig Count below forecasts (485): Actual (479).United States Baker Hughes US Oil Rig Count below forecasts (485): Actual (479)