-- 週四,沙烏地阿拉伯證券交易所綜合指數(Tadawul All Share Index)再次下跌,收跌0.45%。美伊衝突可能再次升級的威脅打擊了投資者情緒,並推高了油價。 德意志銀行研究部在一份報告中指出:“油價近期上漲的主要催化劑是Axios的一篇報道,該報道暗示,衝突升級仍被視為一種選項。隔夜,他們報道稱,特朗普將於今日聽取有關潛在軍事行動計劃的簡報。根據該報道,美國中央司令部已準備了一波‘短而有力’的打擊行動,旨在打破僵局。” 另據報導,如預期,聯準會在周三的會議上決定維持利率在3.5%至3.75%的區間不變。在記者會上,聯準會主席鮑威爾透露,他將在5月15日主席任期結束後繼續擔任聯準會理事。 沙烏地阿拉伯國內方面,根據國家統計局公佈的初步數據顯示,2026年第一季經季節性調整後的實際國內生產毛額季減1.5%。 企業方面,蘇穆房地產公司(Sumou Real Estate,SASE:4323)股價上漲0.94%,該公司獲得了一項為期36個月的項目,負責管理位於麥加的擁有149棟別墅的Al Dhahiya Residence項目的地上部分開發。
Related Articles
Research Alert: CFRA Keeps Buy Opinion On Shares Of Firstenergy Corp.
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 by $1 to $55, 20.0x our next-12-month EPS view of $2.75, a premium to its five-year average of 15.6x. We reduce our 2026 EPS view by $0.02 to $2.72 and 2027 EPS by $0.01 to $2.93. The Q1 core EPS increase (+7.5% Y/Y) breaks a three-quarter streak of declines, and we see continued momentum throughout our forecast horizon. We see positive data center demand trends, with long-term contracted demand (4.3 GW) up 4% since February 2026 (4.1 GW) and up 47% since February 2025 (2.9 GW), while pipeline demand (14.9 GW) is up 15% since February 2026 (12.9 GW) and has more than doubled since February 2025 (6.1 GW). FE has reduced base O&M by over $200M (15%) since 2022, with Q1 2026 showing an additional ~5% YoY decline, while simultaneously improving reliability metrics. We think FE's cost discipline, service quality improvement, and competitive rate positioning should translate into more favorable rate case outcomes, reduced disallowance risk, and potentially higher allowed ROEs.
Sector Update: Consumer
Consumer stocks were higher Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.4%.In corporate news, Lamb Weston (LW) shares rose 1.6% after shareholder Starboard Value said in a letter to the board Thursday that the company should hold an investor day and reset earnings to a normalized level.
Market Chatter: FDA Panel Votes Against Benefits of AstraZeneca's Breast Cancer Drug
The US Food and Drug Administration's Oncology Drugs Advisory Committee rejected the benefits AstraZeneca's (AZN) Camizestrant drug candidate to treat breast cancer, Bloomberg reported Thursday.Six committee members voted against the drug due to disagreement over the trial design and the potential implications in the clinical setting, according to Bloomberg.The drug trial met is primary endpoint of progression-free survival as well as the progression-free survival 2 endpoint, however, FDA does not consider PFS2 a suitable endpoint for regulatory decision making, according to a briefing document.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $189.60, Change: $+4.40, Percent Change: +2.37%