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交易所交易基金和美國股票午後上漲

-- 綜合市場交易所交易基金IWM和IVV上漲。活躍交易的景順QQQ信託基金(QQQ)上漲1.5%。 在週二午盤交易中,美國股指上漲,因為市場對伊朗和平協議的樂觀情緒提振了原油期貨價格,以及大型銀行公佈季度財報。 能源板塊 iShares美國能源ETF(IYE)和道富能源精選產業SPDR基金(XLE)均下跌約2.5%。 科技板塊 道富科技精選產業SPDR基金(XLK)上漲1%;iShares美國科技ETF(IYW)上漲1.6%;iShares擴展科技業ETF(IGM)上漲1.4%。 道富SPDR標普半導體ETF(XSD)上漲1.5%;iShares半導體ETF(SOXX)上漲1%。 金融 道富金融精選產業SPDR基金(XLF)上漲0.3%。 Direxion每日3倍做多金融股票基金(FAS)上漲0.8%,而其對應的做空基金Direxion每日3倍做空金融股票基金(FAZ)下跌0.8%。 大宗商品 原油價格下跌6.8%,美國石油基金(USO)下跌3.7%。天然氣價格下跌2%,美國天然氣基金(UNG)下跌2.3%。 紐約商品交易所(Comex)黃金價格上漲1.5%,道富SPDR黃金股票基金(GLD)上漲1.5%。白銀價格上漲5.1%,iShares白銀信託基金(SLV)上漲5.2%。 消費品 道富消費必需品精選產業SPDR基金(XLP)下跌0.2%。 Vanguard必需消費品ETF (VDC)下跌0.2%,iShares道瓊斯美國消費品ETF (IYK)下跌0.3%。 State Street非必需消費品精選產業SPDR基金 (XLY)上漲2.3%。 VanEck零售ETF (RTH)上漲1.3%,State Street標普零售ETF (XRT)上漲0.6%。 醫療保健 State Street醫療保健精選行業SPDR基金 (XLV)上漲0.8%,iShares美國醫療保健ETF (IYH)和Vanguard醫療保健ETF (VHT)均上漲1%。 iShares生物技術ETF (IBB)上漲2%。 工業 State Street工業精選產業SPDR基金 (XLI)上漲0.2%。先鋒工業指數基金 (VIS) 上漲 0.5%,iShares 美國工業指數基金 (IYJ) 上漲 0.3%。 加密貨幣 在午盤交易中,比特幣 (BTC-USD) 上漲 3.7%。在加密貨幣 ETF 中,ProShares 比特幣 ETF (BITO) 上漲 1.8%,ProShares 以太幣 ETF (EETH) 上漲 3.1%,ProShares 比特幣和以太坊市值加權 ETF (BETH) 上漲 3.2%。

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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
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