-- 由于原油价格下跌，标普500指数和纳斯达克综合指数延续涨势，创下历史新高，其中科技股和非必需消费品类股领涨。 * 道琼斯工业平均指数走低，其他板块股市下跌。 * 据彭博社报道，德黑兰向美国提交了一份新的方案，而美国总统唐纳德·特朗普誓言维持海上封锁。 * 美国供应管理协会（ISM）4月份制造业指数持平于52.7，低于彭博社调查预测的53.2。 * 亚特兰大联邦储备银行第二季度国内生产总值（GDP）预测值为3.5%，低于此前预测的3.7%。 * 6月交割的西德克萨斯中质原油期货价格下跌2.91美元，收于每桶102.15美元；7月交割的全球基准布伦特原油期货价格下跌1.88美元，收于每桶108.62美元。 * Cboe Global Markets (CBOE) 股价上涨 9.1%，成为标普 500 指数中涨幅最大的股票，此前该公司公布了高于预期的第一季度调整后盈利和营收。 * Clorox (CLX) 股价下跌 9.7%，成为标普 500 指数中跌幅最大的股票，此前该公司下调了 2026 财年调整后每股收益预期。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Invesco Ltd.
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 price by $2 to $29, valuing IVZ shares at 9.5x our 2027 adjusted EPS estimate of $3.05 and at 10.9x our 2026 EPS estimate of $2.65 (lowered today by $0.05), versus the one-year average forward multiple of 10x and a bifurcated peer average of 16x. Invesco delivered Q1 2026 adjusted EPS of $0.57, missing our $0.62 estimate but near the $0.58 consensus, while posting its 11th consecutive quarter of positive organic growth with $21.8B in net long-term inflows. Investment management fees surged 25.6% Y/Y to $1.38B due to the QQQ conversion benefits and higher average AUM, though service fees declined 18.6% due to QQQ's structural changes. We view the QQQ conversion as materializing as expected, contributing meaningfully to revenue growth while demonstrating IVZ's ability to capture more fee revenue from its flagship product. Currently trading at 9.7x our 2026 EPS estimate and yielding 3.3%, we view the shares as undervalued.
$IVZ
Oil & Energy
US Oil Update: Futures Slide on Hopes for US-Iran Talks, Hormuz Reopening
Crude oil futures retreated in after-hours trading on Friday after reports that Iran had sent a new peace proposal to the US via Pakistani mediators, easing fears of a further supply disruption from the Middle East and raising hopes for the reopening of the Strait of Hormuz.Front-month West Texas Intermediate crude futures slipped by 2.45% to $102.50 per barrel, while Brent futures were down by 1.21% to $109.06/bbl.On Friday, President Trump sent letters to Congress explaining that, due to the ceasefire, he doesn't need its authorization for military operations in Iran, even though the conflict hit the 60-day mark this week."On April 7, 2026, I ordered a 2-week ceasefire. The ceasefire has since been extended. There has been no exchange of fire between United States Forces and Iran since April 7, 2026. The hostilities that began on February 28, 2026, have terminated," Trump said in letters to the House and the Senate.Trump said that despite the success of US operations against Iran and continued efforts to secure peace, the threat posed by Tehran to the US and its forces remains significant.The IRGC Navy command said it will enforce "new rules" over waters near Iran's coast in the Arabian Sea and the Hormuz, making it "a source of security and prosperity for the region."Iran reportedly sent its latest proposal for negotiations with the US to Pakistani mediators on Thursday, according to media reports, as Trump threatens to maintain the blockade of Iranian ports amid behind-the-scenes diplomacy to end the Middle East conflict.The US reportedly sent its list of amendments on Monday to reinsert the nuclear issue into the agreement under discussion, with one of the amendments demanding that Iran commit to not attempting to move any enriched uranium.On Friday, the US Department of the Treasury's Office of Foreign Assets Control said it could sanction vessels that pay tolls to Iran for safe transit through the Strait of Hormuz, even if those payments are made in the form of charitable donations to Iranian NGOs.The Department said Iranian demands for toll payments may include fiat currency, digital assets, offsets, informal swaps, or charitable donations made to the Iranian Red Crescent Society, Bonyad Mostazafan, or Iranian embassy accounts.Traffic through the Hormuz was cut by half on April 30 to seven crossings from the previous day, with traffic split between four commercial and three non-commercial movements, according to Kpler.
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Illumina
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $161 from $140, 31x our 2026 EPS estimate (up to $5.18 from $5.13; 2027 estimate up to $5.89 from $5.81), a premium to ILMN's one-year historical forward average of 24x. We were encouraged by ex-China organic sales rising ~3.5% Y/Y in Q1, while adjusted operating margin rose 150 bps Y/Y to 21.9%. We look positively on recent Congressional action to modestly increase the National Institutes of Health (NIH) budget (~1%) rather than the dramatic cuts initially feared by investors, though ILMN's guidance implies continued pressure in academic end markets in 2026. Excluding China, sequencing consumables within research and applied was down 12% Y/Y in Q1, though clinical consumables sales rose 20% Y/Y. Positively, ILMN placed over 80 NovaSeq X instruments (up 20 Y/Y) during the quarter, indicating strong momentum.
$ILMN