FINWIRES · TerminalLIVE
FINWIRES

交易所交易基金下跌,美国股市午后涨跌互现

-- 大盘指标 综合市场交易所交易基金(ETF)IWM 和 IVV 下跌。活跃交易的景顺QQQ信托基金(QQQ)下跌0.1%。 周五午盘交易中,美国股指涨跌互现,脆弱的伊朗停火协议似乎将维持到巴基斯坦和平谈判开始为止。 能源板块 iShares美国能源ETF(IYE)和道富能源精选行业SPDR基金(XLE)均下跌约0.8%。 科技板块 道富科技精选行业SPDR基金(XLK)上涨0.4%;iShares美国科技ETF(IYW)和iShares扩展科技行业ETF(IGM)均上涨0.3%。 道富SPDR标普半导体ETF(XSD)上涨1.6%,iShares半导体ETF(SOXX)上涨2.4%。 金融 道富金融精选行业SPDR基金(XLF)下跌1.1%。Direxion每日3倍做多金融股票基金(FAS)下跌3.4%,而其对应的Direxion每日3倍做空金融股票基金(FAZ)则上涨3.6%。 大宗商品 原油价格上涨0.6%,美国石油基金(USO)下跌0.4%。天然气价格下跌0.12%,美国天然气基金(UNG)下跌0.8%。 纽约商品交易所(Comex)黄金价格下跌0.7%,道富SPDR黄金股票基金(GLD)下跌0.1%。白银价格下跌0.1%,iShares白银信托基金(SLV)上涨0.8%。 消费品 道富消费必需品精选行业SPDR基金(XLP)下跌1%。 Vanguard必需消费品ETF (VDC)下跌1.1%,iShares道琼斯美国消费品ETF (IYK)下跌0.6%。 State Street可选消费品精选行业SPDR基金 (XLY)下跌0.3%。VanEck零售ETF (RTH)下跌0.6%,State Street标普零售ETF (XRT)下跌1.4%。 医疗保健 State Street医疗保健精选行业SPDR基金 (XLV)下跌0.9%,iShares美国医疗保健ETF (IYH)和Vanguard医疗保健ETF (VHT)下跌。iShares生物技术ETF (IBB)下跌1.6%。 工业 State Street工业精选行业SPDR基金 (XLI)下跌0.1%。Vanguard工业指数基金 (VIS)和iShares美国工业指数基金 (IYJ)下跌。 加密货币 午盘交易中,比特币(BTC-USD)上涨0.7%。加密货币ETF方面,ProShares比特币ETF(BITO)上涨1.2%,ProShares以太坊ETF(EETH)上涨1.1%,ProShares比特币和以太坊市值加权ETF(BETH)上涨0.2%。

Related Articles

Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.

$HIG
Research

Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.

$BKR
Research

Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.

$WAB