FINWIRES · TerminalLIVE
FINWIRES

受中東緊張局勢加劇和原油價格上漲的影響,美國股市收低。

By

-- 週一,受中東局勢升級的影響,美國股市收低。霍爾木茲海峽發生攻擊事件,並推高了原油價格。 * 據美國有線電視新聞網(CNN)援引美國中央司令部的消息報道,週一,伊朗向美國海軍艦艇和商船發射了“多枚巡航導彈、無人機和小艇”,之後美軍在霍爾木茲海峽“炸毀”了六艘伊朗船隻。 * 彭博社彙整的調查顯示,美國3月工廠商品新訂單成長1.5%,高於先前預期的0.6%,2月的增幅修正為0.3%。 * 6月交割的西德州中質原油期貨價格上漲3.32美元,收在每桶105.26美元;7月交割的布蘭特原油期貨價格上漲5.85美元,收在每桶114.02美元。 * GameStop (GME) 已提出以現金加股票的方式收購 eBay (EBAY),交易總額約為 555 億美元。 eBay 股價上漲約 5%,成為標普 500 指數中漲幅最大的股票之一,而 GameStop 股價下跌超過 10%。 * 挪威郵輪 (NCLH) 股價下跌近 9%,成為標普 500 指數中跌幅最大的股票。此前,該公司下調了全年盈利預期,原因是燃油成本上漲以及中東戰爭導致消費者需求疲軟,且其第一季營收低於市場預期。

Related Articles

Research

Research Alert: Wmb: A Q1 Beat, But High Growth Capex Spending

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Williams delivered solid Q1 results, with adjusted EPS of $0.73 beating estimates of $0.62 and rising 22% Y/Y. Adjusted EBITDA increased 13% to $2.25B due to Transco expansion projects, higher Gulf volumes from new developments, and elevated storage revenues during winter storms. The natural gas-focused midstream operator benefits from strategic positioning in LNG infrastructure and data center demand, securing major customer agreements including the $2.3B Neo power project and Atlas data center infrastructure. Management raised 2026 growth capex guidance to $7.0B-$7.6B from prior $6.1B-$6.7B range, while maintaining 2026 adjusted EBITDA guidance of $8.05B-$8.35B with expectations in the upper half. We believe the aggressive growth strategy positions WMB well for secular demand trends, though elevated capex of $1.64B in Q1 versus $0.67B prior year reflects the substantial investment required for expansion initiatives across Transco and data center projects.

$WMB
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Generac Holdings Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Generac reported strong Q1 results with net sales rising 12% Y/Y to $1.06B, driven by a 28% surge in its Commercial & Industrial segment, fueled by accelerating data center demand, while Residential sales grew just 1% as higher pricing on home standby generators was offset by lower volumes. Adjusted EBITDA margin expanded significantly to 18.3% from 15.9%, reflecting strong operating leverage on higher C&I volumes and substantial cost savings within the reorganized Residential business. We view the robust C&I momentum and expanding backlog as key catalysts supporting our positive investment thesis. Management raised full-year guidance, buoyed by the Q1 outperformance and rapidly growing C&I backlog. We lift our 12-month target to $275 from $235, valuing shares at 25.7x our revised 2027 EPS outlook of $10.70 (up from $10.42), near GNRC's five-year forward multiple average but below electrical equipment peers given earnings volatility. We also raise our 2026 EPS forecast to $8.56 from $8.10.

$GNRC
Asia

Westpac Banking Posts Higher Fiscal H1 Adjusted Earnings, Net Operating Income

Westpac Banking (ASX:WBC, NZE:WBC) reported Tuesday fiscal first-half earnings of AU$1.014 per share excluding notable items, up from AU$0.998 a year earlier.Analysts polled by FactSet expected earnings of AU$1.Net operating income for the six months ended March 31 was AU$11.28 billion, compared with AU$10.99 billion a year earlier. Analysts surveyed by FactSet expected AU$11.33 billion.The board declared an interim dividend of AU$0.77 per share, up from AU$0.76 a year earlier, payable June 26 to shareholders on record as of May 11.

$ASX:WBC$NZE:WBC