-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三在一份報告中指出，艾默生電氣（EMR）預計將受益於電力、液化天然氣、半導體、航空航太和國防領域需求的強勁增長，同時積壓訂單的可見性和成本控制將有助於抵消中東市場帶來的壓力。 該投資公司表示，儘管艾默生因中東持續動盪而下調了有機銷售預期，但仍上調了其2026財年每股收益預期下限。不過，RBC仍預計，在積壓訂單可見度的支撐下，下半年銷售將有所改善，但項目數量的增加可能會對利潤率造成壓力。 報告指出，艾默生的成長市場持續改善，專案儲備金增加至112億美元，在半導體、航空航太和國防、航太以及資料中心支出的推動下，測試和測量需求預計將在2027年之前保持強勁。 RBC補充道，中東市場的影響大於預期，但艾默生計劃在受損客戶現場進行約1億美元的近期維修和服務工作。 RBC維持對Emerson的「跑贏大盤」評級，並將目標股價從161美元上調至169美元。
Price: $145.79, Change: $+7.41, Percent Change: +5.35%
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed 2.1%.In corporate news, DaVita (DVA) shares jumped past 21% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.
New for-sale home listings in the US grew at a faster rate annually than sales for the first time this year as elevated mortgage rates stalled recovery, Zillow Group (Z, ZG) said Wednesday.New listings rose 2.1% year over year to 426,356 units in April, while sales eased 0.4% to 323,631 units, according to the real estate marketplace. Active inventory increased 3.7% last month, putting the total number of for-sale homes at 1.3 million."The spring rebound we anticipated at the start of the year and that produced the stronger sales figures in March was put on pause in April by higher rates," Zillow Chief Economist Mischa Fisher said. "Still, someone who held off in 2025 hoping conditions would improve has seen that improvement."Last week, the average interest rate for 30-year fixed mortgages with conforming loan balances of $832,750 or less increased to 6.45% from 6.37% sequentially, a report by the Mortgage Bankers Association showed Wednesday.The monthly mortgage payment on a typical home in the US dropped 3.4% annually to $1,829 last month, while home values rose 0.7% to $366,712, Zillow said.The share of listings with a price reduction was 23.5% in April, down one percentage point from a year earlier, but up 0.9 percentage point sequentially.Despite the recent rise in mortgage rates, buyers who waited out the market of 2025 are entering on slightly better terms this spring, with more options, improved affordability and a little more decision time, according to Zillow."With more homes to choose from and lower monthly costs than a year ago, the math has shifted in favor of buyers even if the moment may not feel like it," Fisher said. "There's still plenty of reason for optimism that we will see a quick rebound if rates cooperate."On Tuesday, government data showed that new-home sales in the US grew past Wall Street's estimates for March, driven by a demand surge in the Northeast region.Price: $44.82, Change: $+1.28, Percent Change: +2.94%
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.9%.In corporate news, Restaurant Brands International's (QSR) Q1 earnings and revenue topped Wall Street's estimates Wednesday, while the restaurant operator's comparable sales growth was in line with consensus. Its shares were down 5.9%.