-- 周二盘前交易中,标普500指数ETF(SPDR S&P 500 ETF Trust,SPY)上涨0.2%,景顺QQQ ETF(QQQ)上涨0.3%,受美伊第二轮会谈的影响。 美国股指期货也走高,标普500指数期货上涨0.4%,道琼斯工业平均指数期货上涨0.6%,纳斯达克指数期货在常规交易开始前上涨0.4%。 费城联邦储备银行4月份非制造业活动指数从上月的-23.9升至-16.5,低于彭博社截至美国东部时间上午7:35汇总的调查结果,该指数此前预期小幅升至-19.8,表明该行业的收缩速度有所放缓。 美国3月份零售销售额增长1.7%,高于此前预期的1.4%,也高于前一月份的0.7%。 3月份的成屋销售数据和2月份的商业库存数据将于美国东部时间上午10:00公布。 美联储理事克里斯托弗·沃勒预计将于周二发表讲话。 盘前交易中,比特币上涨0.4%。在加密货币ETF中,ProShares比特币策略ETF (BITO)上涨0.5%,以太坊ETF (EETH)下跌0.2%,比特币和以太坊市值加权ETF (BETH)下跌0.3%。 重点板块: 医疗保健 道富医疗保健精选行业SPDR ETF (XLV)上涨0.8%,先锋医疗保健指数基金 (VHT)上涨0.9%,iShares美国医疗保健ETF (IYH)上涨2%。 iShares生物科技ETF (IBB)上涨0.02%。 联合健康集团(UNH)股价盘前上涨超过7%,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。 涨跌幅榜: 金融板块 道富金融精选行业SPDR ETF (XLF)上涨0.4%。Direxion每日三倍做多金融ETF (FAS)上涨1.2%,而其对应的Direxion每日三倍做空金融ETF (FAZ)下跌0.8%。 MSCI指数(MSCI)股价盘前上涨超过4%,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。 科技板块 道富科技精选行业SPDR ETF (XLK)上涨0.3%,iShares美国科技ETF (IYW)上涨0.6%,iShares扩展科技行业ETF (IGM)上涨0.4%。半导体ETF方面,道富SPDR标普半导体ETF (XSD)上涨1.9%,iShares半导体ETF (SOXX)上涨1%。 Onto Innovation (ONTO)股价在周二盘前交易中上涨超过2%,此前该公司宣布计划向Rigaku投资7.1亿美元,以推进其在半导体制造领域所谓的工艺控制服务。 消费板块 道富消费必需品精选行业SPDR ETF (XLP)下跌0.2%,Vanguard消费必需品指数基金ETF (VDC)下跌0.3%。 iShares美国必需消费品ETF (IYK) 未成交。道富可选消费品精选行业SPDR ETF (XLY) 上涨0.9%。VanEck零售ETF (RTH) 未成交,而道富SPDR标普零售ETF (XRT) 上涨0.6%。 D.R. Horton (DHI) 股价在盘前交易中上涨超过6%,此前该公司公布的第二财季净利润和营收均高于预期。 工业板块 道富工业精选行业SPDR ETF (XLI) 下跌0.1%,Vanguard工业指数基金 (VIS) 下跌0.2%,iShares美国工业ETF (IYJ) 未成交。 太平洋机场集团 (PAC) 股价在开盘前下跌超过 1%,此前该公司表示,尽管净利润和营收均有所增长,但其第一季度客运量同比下降了 5.5%。 能源 iShares 美国能源 ETF (IYE) 上涨 0.1%,道富能源精选行业 SPDR ETF (XLE) 上涨 0.2%。 壳牌 (SHEL) 股价在开盘前上涨 0.7%。路透社援引法庭文件报道称,该公司面临一家荷兰气候活动组织的全新诉讼,该组织要求壳牌立即停止对新的油气项目的投资。 大宗商品 纽约商品交易所近月合约美国西德克萨斯中质原油下跌 0.4%,至每桶 89.29 美元。天然气下跌 0.8%,至每百万英热单位 2.67 美元。美国石油基金(USO)上涨0.9%,美国天然气基金(UNG)上涨0.4%。 纽约商品交易所(Comex)5月黄金期货下跌0.4%,至每盎司4,812.10美元。白银期货下跌1.1%,至每盎司79.73美元。SPDR黄金信托(GLD)下跌0.4%,iShares白银信托(SLV)下跌0.7%。
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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.