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FINWIRES

交易所交易基金和美国股票午后上涨

-- 大盘指标 综合市场交易所交易基金(ETF)IWM 和 IVV 上涨。活跃交易的景顺QQQ信托基金(QQQ)上涨1.4%。 美国股指大幅上涨,标普500指数和纳斯达克综合指数均创下历史新高。周五下午,霍尔木兹海峡宣布在停火期剩余时间内开放后,原油期货价格下跌。 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3.7%。 科技板块 道富科技精选行业SPDR基金(XLK)上涨1.7%;iShares美国科技ETF(IYW)上涨1.7%;iShares扩展科技行业ETF(IGM)上涨1.4%。 State Street SPDR S&P Semiconductor (XSD) 上涨 2.7%,iShares Semiconductor (SOXX) 上涨 2.3%。 金融 State Street Financial Select Sector SPDR (XLF) 上涨 1.8%。Direxion Daily Financial Bull 3X Shares (FAS) 上涨 5.2%,而其对应的 Direxion Daily Financial Bear 3X Shares (FAZ) 下跌 5.3%。 大宗商品 原油价格下跌 10.5%,美国石油基金 (USO) 下跌 9.7%。天然气价格上涨 1.4%,美国天然气基金 (UNG) 上涨 0.7%。 Comex 黄金价格上涨 1.8%,State Street SPDR Gold Shares (GLD) 上涨 1.6%。白银价格上涨 5%,iShares Silver Trust (SLV) 上涨 4.7%。 消费板块 道富消费必需品精选行业SPDR基金(XLP)上涨1.1%。先锋消费必需品ETF(VDC)上涨1.2%,iShares道琼斯美国消费品ETF(IYK)上涨1%。 道富可选消费精选行业SPDR基金(XLY)上涨3.4%。VanEck零售ETF(RTH)上涨1.8%,道富SPDR标普零售ETF(XRT)上涨3.8%。 医疗保健板块 道富医疗保健精选行业SPDR基金(XLV)上涨1.7%,iShares美国医疗保健ETF(IYH)上涨1.7%,先锋医疗保健ETF(VHT)上涨1.8%。iShares生物技术ETF(IBB)上涨1.6%。 工业板块 道富工业精选行业SPDR基金(XLI)上涨2.6%。先锋工业指数基金 (VIS) 和 iShares 美国工业指数基金 (IYJ) 也走高。 加密货币 比特币 (BTC-USD) 上涨 3.5%。在加密货币 ETF 中,ProShares 比特币 ETF (BITO) 上涨 3.4%,ProShares 以太坊 ETF (EETH) 上涨 4.6%,ProShares 比特币和以太坊市值加权 ETF (BETH) 上涨 3.7%。

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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

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 price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI
Equities

Petro Rabigh Emerges From Loss in Q1; Revenue Grows

Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.

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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