-- 周五美股期货盘前小幅走高,此前以色列和黎巴嫩在白宫举行的由特朗普总统斡旋的会议上将停火期限延长了三周。 道琼斯工业平均指数期货下跌0.1%,标普500指数期货上涨0.4%,纳斯达克指数期货下跌1.3%。 以色列与伊朗支持的黎巴嫩真主党之间的冲突一直是中东冲突谈判的关键议题。霍尔木兹海峡仍然对船只关闭,而美国也继续封锁伊朗港口。 特朗普表示,他不急于与伊朗达成和平协议,并称他希望达成的协议是“永久性的”。他延长了美伊停火协议,称伊朗政府“四分五裂”,但伊朗最高领袖阿亚图拉·穆杰塔巴·哈梅内伊周四否认了特朗普关于伊朗领导层不和的说法。 交易员们密切关注最新一轮的财报,宝洁公司(PG)公布的第三财季业绩增长,HCA医疗保健公司(HCA)第一财季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期货上涨0.3%,至每桶105.39美元;美国西德克萨斯中质原油期货下跌0.1%,至每桶95.73美元。 据彭博社汇总的估计,定于美国东部时间上午10点公布的密歇根大学4月份消费者信心指数终值预计将达到48.5,高于此前公布的47.6的初值。 在其他国际市场,日本日经指数收涨1%,香港恒生指数收涨0.2%,中国上证综指收跌0.3%。与此同时,英国富时100指数下跌0.3%,德国DAX指数在欧洲午后交易时段上涨0.2%。 在股票方面,英特尔(INTC)股价上涨26%,此前该公司公布了第一财季调整后盈利和营收,并发布了第二财季业绩指引,均超出分析师预期。AMD股价上涨11%,此前分析师DA Davidson将AMD股票评级从“中性”上调至“买入”,并将目标价从220美元上调至375美元。宝洁股价上涨2.6%,此前该公司公布的第三财季业绩超出分析师预期。 另一方面,HCA Healthcare股价下跌7.8%,此前该公司公布了第一财季业绩。康卡斯特 (CMCSA) 股价下跌 2.7%,此前该公司公布的第一季度调整后盈利低于去年同期。印孚瑟斯 (INFY) 股价下跌 2.6%,尽管该公司公布的第四财季盈利和营收均有所增长。
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Canada's Retail Sales Momentum May Fade Later in The Year, Says National Bank
Statistics Canada's advance estimate points to a 0.6% month-over-month nominal increase in March retail sales, said National Bank of Canada after Friday's data.Given the surge in gasoline prices that occurred in the month, this figure heavily reflects higher prices at the pump. As a result, in real terms, retail sales could register a contraction in the final month of Q1, noted the bank.Nonetheless, for the quarter, information received to date indicates that real retail sales could grow at a 4.7% annualized pace, following a 2.0% decline in the previous quarter -- marking the strongest quarterly performance since Q4 2024, stated National Bank.This is all the more impressive as it is occurring against a backdrop of demographic contraction, pointed out the bank.Indeed, the most recent figures from StatsCan indicate that the country's population declined for a second consecutive quarter -- an unprecedented development.As a result, real retail spending per capita is tracking a 5.2% increase in Q1, a rebound from the sluggish prints seen in 2025. Still, National Bank thinks that this momentum could fade fast as the year progresses.As a result of the conflict in the Middle East, households will face an erosion in purchasing power in the coming months. This, combined with a mortgage interest-payment shock and a still fragile labor market, could weigh on discretionary spending going forward, according to the bank.
Cinemark Likely to Benefit From Release Slate, Wedbush Says
Cinemark (CNK) is set to benefit from a more consistent release slate over the next several quarters and further market share gains, Wedbush said in a Monday note."The summer slate, especially in Q3, is shaping up very nicely," the report said.The note said theater investments, including laser projectors, premium seats and screens, IMAX expansion, and strategic pricing could drive market share gains. It also pointed to other benefits such as new builds and returning cash to shareholders.For its Q1 results due May 1, Wedbush expects Cinemark to post Q1 revenue of $638 million, against consensus of $629 million, and a loss of $0.03 per share, against consensus of $0.16 loss.Wedbush kept its outperform rating and a $37 price target.Price: $29.40, Change: $+0.92, Percent Change: +3.23%
Swiss Market Index Closes Little Changed; Santhera Shares Jump
The blue-chip Swiss Market Index was down 0.03% on Monday's close, as investors gear up for a busy week of corporate updates, economic data prints and key monetary policy decisions.Santhera Pharmaceuticals (SANN.SW) secured a positive recommendation from the European Medicines Agency's Committee for Medicinal Products for Human Use to expand the approval of its Duchenne muscular dystrophy drug Agamree to include the treatment of children who are at least two years old. The drug is currently approved for use on patients aged four and above. The Swiss specialty pharmaceutical company's shares gained 8.38% at closing.Meanwhile, RBC Capital Markets reiterated its outperform rating on Lonza Group (LONN.SW), with a price target of 670 francs, amid expectations that the Swiss pharmaceutical manufacturer's upcoming first-quarter update would be "uneventful." At the end of the trading day, the stock was up 1.83%."We do not see the Q1 qualitative update on 8 May to be a major catalyst for the stock now that Vacaville-specific commentary will no longer be provided, and any further weakness in Specialized Modalities should not be a surprise. We have also taken the opportunity to refresh and add to our commercial product (Enflonsia) and pipeline trackers. There has been some clinical progress, but consensus forecasts have been pushed out a little (aggregate peak sales estimates are unchanged)," the research firm said, noting that it views Lonza as an "attractive and undervalued compounding investment story."The local economic news calendar was empty for the day, while the release of the Swiss KOF Economic Barometer and the UBS & CFA Society Switzerland's economic sentiment index for April, as well as the country's March retail sales figures are on the agenda over the coming days. Market watchers are also awaiting the rate decisions of the US Federal Reserve, the European Central Bank, and the Bank of England.