-- 周二盘前，美国股指期货走高，近期人工智能和科技领域的乐观情绪提振了投资者信心，尽管美伊第二轮谈判仍存在不确定性。 道琼斯工业平均指数期货上涨0.7%，标普500指数期货上涨0.5%，纳斯达克指数期货上涨0.5%。 摩根大通(JPM)将标普500指数的年底目标价上调至7600点，理由是人工智能和科技驱动的盈利增长。亚马逊(AMZN)表示，计划向人工智能聊天机器人Claude的开发商Anthropic投资50亿美元，如果达到某些商业里程碑，未来可能追加至多200亿美元的投资。 美国总统唐纳德·特朗普对新一轮和平谈判持乐观态度，而伊朗则表示不会在“威胁的阴影下”进行谈判。两国之间的停火协议将于明日到期。 交易员们关注了最新一轮的财报，通用电气航空航天公司（GE）和联合健康集团（UNH）公布的第一季度调整后盈利和营收均有所增长。 油价基本持平，近月全球基准北海布伦特原油下跌0.2%，至每桶95.30美元；美国西德克萨斯中质原油上涨0.2%，至每桶87.60美元。 彭博社汇总的预测显示，将于美国东部时间上午8:30公布的3月份零售销售报告预计将增长1.4%，此前一个月增长0.6%。 参议院银行委员会将于美国东部时间上午10:00举行美联储主席候选人凯文·沃什的听证会。
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Mining & Metals
Stifel Canada Hikes Aritzia Price Target to $158.00
Stifel Canada is expecting another strong quarter from Aritzia (ATZ.TO) when it reports its fiscal fourth-quarter earnings on May 7.Analyst Martin Landry, who is raising his price target on the company's shares by $8.00 to $158.00 and maintaining a buy rating, is also hiking comparable sales growth expectation by 700bps to 21% Y/Y, higher than consensus of 18%."We expect Aritzia to introduce a FY27 guidance higher than current consensus expectations, potentially driving upwards earnings revisions," Landry adds. Aritzia shares touched an all-time high on Friday as investors are pricing the company's strong operational performance.Landry also expects earnings per share growth of 34% Y/Y in fiscal 27, higher than peers.Price: $139.87, Change: $-3.34, Percent Change: -2.33%
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Australia
HCA Healthcare Pressure Expected to Persist Through Q2 on Managed Care Rotation, RBC Says
HCA Healthcare (HCA) may face near-term pressure through at least the first half as investors rotate toward managed care, although better trends in March and in-line exchange dynamics support the longer-term outlook, RBC Capital Markets said.The company's weaker-than-expected Q1, driven by lower respiratory volume and weather-related disruption, has increased near-term concern around hospital volumes and patient mix.RBC said in a Sunday note that it expects Friday's share price decline to persist through Q2 as management works to demonstrate execution against growth targets and as investors await further clarity on the impact of ePTC expiry.The investment firm said March volumes improved meaningfully while exchange-related pressure remains manageable. HIX declines reflect both lost volume and patients in grace periods already incorporated into bad debt reserves. Surgical and outpatient trends remain broadly consistent with its full-year outlook, according to the note.RBC reiterated its outperform rating and lowered its price target to $534 from $593, citing increased caution on near-term hospital volume and mix dynamics and a broader rotation toward managed care.Price: $439.41, Change: $+6.95, Percent Change: +1.61%
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Mining & Metals
BluEnergies Announces DTC Eligibility
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