FINWIRES · TerminalLIVE
FINWIRES

ブラックロック、米国株の投資判断を「中立」から「オーバーウェイト」に引き上げ

-- ブラックロック(BLK)は、米イラン協議の進展を紛争終結に向けた経済的インセンティブの証拠として挙げ、米国株の投資判断を「中立」から「オーバーウェイト」に引き上げた。 ブラックロックは月曜日に発表した週次レポートの中で、「中東紛争を受けて数週間前にリスクを下げ、米国株への投資判断を中立に転換したが、リスクテイクを強めるための2つの兆候を指摘した」と述べた。「第一に、ホルムズ海峡の船舶航行再開につながる可能性のある行動の兆候。第二に、マクロ経済への影響が抑制されている兆候。我々はこれら両方の動向を注視している。さらに、紛争下でも企業収益の見通しは上昇しており、その一因はAI関連銘柄の台頭にある」としている。

Price: $1014.79, Change: $+15.48, Percent Change: +1.55%

Related Articles

Asia

ZTT's Q1 Profit Jumps 46%, Revenue Climbs 35%; Shares Up 10%

Jiangsu Zhongtian Technology (SHA:600522), or ZTT, said its net profit attributable to shareholders in the first quarter jumped 46% to nearly 919 million yuan from 627.6 million yuan, according to a Saturday filing on the Shanghai bourse.The Chinese communication products manufacturer's shares soared 10% in late-morning trade Monday.Earnings per share increased 47% year on year to 0.270 yuan from 0.184 yuan.Operating revenue climbed 35% to 13.1 billion yuan from 9.76 billion yuan in the previous year.

$SHA:600522
Asia

Century City, Paliburg, Regal Transfer Sale of Regal Oriental Hotel to Centaline JV

Century City (HKG:0355), Paliburg (HKG:0617), and Regal (HKG:0078) said they transferred the sale agreement involving the disposal of Regal Oriental Hotel to a Centaline Strategic Investments joint venture, according to a Hong Kong bourse filing Friday.Shares of Paliburg fell over 2% in morning trade on Monday, while Century City was up 1%.The firms had agreed to dispose of Regal Oriental Hotel at a property value of HK$1.52 billion, but said they could not reach a formal agreement with the purchaser, previously identified as Blue Sky Properties, an investment vehicle ultimately owned by Centaline Strategic Investments.Instead, the firms will now sell the property to Goldenridge Worldwide, a joint venture of Centaline and investor Liu De Ye, Ching.All other terms of the original sale agreement remain unchanged, the firms said.

$HKG:0078$HKG:0355$HKG:0617
Asia

CNPC Capital's 2025 Profit Falls 8%, Revenue Drops 13%

CNPC Capital's (SHE:000617) net profit attributable to shareholders in 2025 slipped 8% to 4.30 billion yuan, or 0.34 yuan per share, according to a Saturday filing on the Shenzhen bourse.The attributable profit a year earlier was 4.65 billion yuan, or 0.37 yuan per share.Operating revenue dropped 13% to 33.8 billion yuan from 39.0 billion yuan in the previous year.

$SHE:000617