FINWIRES · TerminalLIVE
FINWIRES

周三盘前交易中,交易所交易基金和股指期货走高,投资者关注企业财报。

-- 周三盘前交易中,标普500指数ETF(SPDR S&P 500 ETF Trust,SPY)上涨0.1%,景顺QQQ ETF(QQQ)上涨0.01%,投资者将注意力从地缘政治风险转向企业盈利更新。 美国股指期货也走高,标普500指数期货上涨0.1%,道琼斯工业平均指数期货上涨0.1%,纳斯达克指数期货上涨0.01%。 美国抵押贷款银行家协会周三公布的数据显示,截至4月10日当周,美国抵押贷款申请量增长1.8%,利率下降带来的再融资增加抵消了购房活动的轻微下滑。 政府数据显示,3月份美国进口价格上涨0.8%,低于预期,其中石油价格飙升是主要涨幅。剔除燃油价格后,进口价格小幅上涨0.1%,低于预期,且较上月涨幅放缓。 全美住宅建筑商协会(NAHB)4月份的消费者信心指数将于美国东部时间上午10点发布,随后将于美国东部时间上午10:30发布每周石油库存数据。 美联储褐皮书报告将于美国东部时间下午2点发布。 美联储负责监管的副主席米歇尔·鲍曼计划于周三发表讲话。 盘前交易中,比特币下跌0.1%。在加密货币ETF中,ProShares比特币策略ETF(BITO)持平,以太坊ETF(EETH)上涨0.9%,比特币和以太坊市值加权ETF(BETH)上涨11.6%。 强势板块: 能源 iShares 美国能源 ETF (IYE) 上涨 0.2%,而 State Street 能源精选行业 SPDR ETF (XLE) 下跌 0.2%。 DHT (DHT) 股价在周三开盘前上涨超过 4%,此前该公司表示预计第一季度期租等效收益为每日 78,800 美元。 涨跌板块: 消费板块 State Street 必需消费品精选行业 SPDR ETF (XLP) 下跌 0.1%,Vanguard 必需消费品指数基金 ETF (VDC) 持平。iShares 美国必需消费品 ETF (IYK) 未进行交易。State Street 非必需消费品精选行业 SPDR ETF (XLY) 上涨 0.1%。 VanEck零售ETF (RTH) 未成交,而State Street SPDR标普零售ETF (XRT) 上涨0.1%。 Stellantis (STLA) 股价盘前上涨超过2%,此前该公司表示,其第一季度预计合并出货量总计140万单位,同比增长12%。 医疗保健 State Street医疗保健精选行业SPDR ETF (XLV) 上涨0.1%,Vanguard医疗保健指数基金 (VHT) 上涨0.7%,而iShares美国医疗保健ETF (IYH) 持平。iShares生物技术ETF (IBB) 未成交。 Spyre Therapeutics (SYRE) 股价盘前上涨超过2%,此前该公司周二晚间表示,其增发的650万股承销公开发行定价为每股62美元,总募资额约为4.03亿美元。 金融板块 道富金融精选行业SPDR ETF (XLF)上涨0.3%。Direxion每日三倍做多金融ETF (FAS)上涨0.9%,而其对应的Direxion每日三倍做空金融ETF (FAZ)下跌0.8%。 摩根士丹利(MS)股价在盘前交易中上涨超过2%,此前该公司公布了高于预期的第一季度盈利和营收。 科技板块 道富科技精选行业SPDR ETF (XLK)下跌0.04%,iShares美国科技ETF (IYW)持平,而iShares扩展科技行业ETF (IGM)上涨0.02%。在半导体ETF中,道富SPDR标普半导体ETF (XSD)上涨0.02%,而iShares半导体ETF (SOXX)下跌0.5%。 ASML Holding (ASML) 股价在盘前交易中下跌超过 2%,此前该公司公布了第一季度盈利和销售额均高于预期。 工业板块 道富工业精选行业 SPDR ETF (XLI) 上涨 0.1%,先锋工业指数基金 (VIS) 上涨 0.3%,而 iShares 美国工业 ETF (IYJ) 则未成交。 大宗商品板块 纽约商品交易所近月交割的美国西德克萨斯中质原油期货价格上涨 0.4%,至每桶 91.66 美元。天然气价格上涨 0.9%,至每百万英热单位 2.62 美元。美国石油基金 (USO) 上涨 0.1%,而美国天然气基金 (UNG) 下跌 1.1%。 纽约商品交易所 (Comex) 5 月交割的黄金期货价格下跌 0.3%,至每盎司 4,834.40 美元。白银期货下跌0.8%,至每盎司78.95美元。SPDR黄金信托基金(GLD)上涨2.2%,iShares白银信托基金(SLV)上涨5.5%。

Related Articles

Research

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.

$OTIS
Asia Markets

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.

$^TASI$SASE:2380$SASE:4012
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI