-- 在美联储公开市场委员会(FOMC)政策决定公布前,周三盘前交易中,标普500指数ETF(SPDR S&P 500 ETF Trust,SPY)上涨0.02%,活跃交易的景顺QQQ ETF(QQQ)上涨0.3%。 美国股指期货涨跌互现,标普500指数期货上涨0.01%,道琼斯工业平均指数期货下跌0.03%,纳斯达克指数期货上涨0.3%。 美联储公开市场委员会将于美国东部时间下午2点公布最新政策声明,随后美联储主席杰罗姆·鲍威尔将举行新闻发布会。 据抵押贷款银行家协会周三公布的数据,截至4月24日当周,抵押贷款申请量在前一周大幅增长后有所下降,原因是抵押贷款利率小幅上升。 美国3月份新屋开工量按年率计算为150.2万套,高于此前预期的138万套,也高于前一月份的135.6万套。 3月份,美国建筑许可量按年率计算为137.2万套,低于此前预期的139万套,也低于前一月份的153.8万套。 3月份耐用品订单增长0.8%,高于此前预期的0.5%,并扭转了前一月份1.2%的跌幅。 每周石油库存数据将于美国东部时间上午10:30公布,随后将于美国东部时间上午11:00公布亚特兰大联邦储备银行4月份商业不确定性调查数据。 盘前交易中,比特币上涨1.7%。在加密货币ETF中,ProShares比特币策略ETF (BITO)上涨1.8%,以太坊ETF (EETH)上涨1.6%,而比特币和以太坊市值加权ETF (BETH)下跌0.01%。 强势板块: 科技 道富科技精选行业SPDR ETF (XLK)上涨0.7%,iShares美国科技ETF (IYW)上涨0.5%,iShares扩展科技行业ETF (IGM)上涨0.8%。在半导体ETF中,道富SPDR标普半导体ETF (XSD)上涨1.6%,iShares半导体ETF (SOXX)上涨1.8%。 联华电子(UMC)股价在周三盘前交易中上涨超过8%,此前该公司公布了第一季度财报和营收。 涨跌幅榜: 金融板块 道富金融精选行业SPDR ETF (XLF) 上涨0.2%。Direxion每日3倍做多金融ETF (FAS) 上涨0.7%,而其对应的做空ETF——Direxion每日3倍做空金融ETF (FAZ) 则下跌0.6%。 瑞银集团 (UBS) 股价在盘前交易中上涨超过5%,此前该公司公布了高于预期的第一季度盈利和营收。 工业板块 道富工业精选行业SPDR ETF (XLI) 上涨0.3%,而先锋工业指数基金 (VIS) 持平,iShares美国工业ETF (IYJ) 下跌1.1%。 AerCap Holdings (AER) 股价在盘前交易中上涨超过5%,此前该公司公布了高于预期的第一季度营收。 医疗保健 道富医疗保健精选行业SPDR ETF (XLV)下跌0.4%,先锋医疗保健指数基金 (VHT)下跌0.3%,而iShares美国医疗保健ETF (IYH) 未成交。iShares生物科技ETF (IBB) 持平。 葛兰素史克 (GSK) 股价在盘前交易中下跌超过4%,尽管该公司公布了第一季度核心盈利和营收均有所增长。 消费品 道富消费必需品精选行业SPDR ETF (XLP)下跌0.1%,先锋消费必需品指数基金ETF (VDC) 下跌0.1%。iShares美国消费必需品ETF (IYK) 上涨0.5%。道富非必需品精选行业SPDR ETF (XLY) 下跌0.4%。 VanEck零售ETF (RTH)上涨0.1%,而道富SPDR标普零售ETF (XRT)下跌0.2%。 百胜中国(YUMC)股价在盘前交易中上涨超过3%,此前该公司公布了第一季度调整后盈利和营收。 能源 iShares美国能源ETF (IYE)上涨0.9%,而道富能源精选行业SPDR ETF (XLE)上涨1.2%。 Phillips 66 (PSX)股价在开盘前上涨超过1%,此前该公司公布了第一季度调整后盈利。 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上涨3.3%,至每桶103.22美元。天然气价格下跌1.3%,至每百万英热单位2.66美元。美国石油基金(USO)上涨3.4%,而美国天然气基金(UNG)下跌1.3%。 纽约商品交易所(Comex)5月黄金期货下跌0.7%,至每盎司4,576.40美元。白银期货下跌0.9%,至每盎司73.05美元。SPDR黄金信托(GLD)下跌0.6%,iShares白银信托(SLV)下跌0.6%。
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Research Alert: CFRA Keeps Buy Rating On Shares Of Biogen Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our target at $236, 13.8x our new 2027 EPS view, a discount to BIIB's five-year historical forward P/E average of 14.1x. We lower our 2026 EPS view to $15.24 from $16.14 to adjust for the impact from acquired IPR&D. We keep our 2027 EPS view at $17.16. BIIB reported a strong start to 2026, with sales of $2.5B and adjusted EPS of $3.57. We see a successful stabilization of the business after years of decline, due to a 12% Y/Y increase in the growth products portfolio. In our view, during the analyst call, management presented a clear strategic vision centered on the pending $5.6B acquisition of Apellis, expected to close in Q2, which can transform BIIB into a growth company by adding two commercial assets, Syfovre and Empaveli. We think the Apellis deal could bridge a revenue gap until 2028, when the company's late-stage pipeline matures. Via this acquisition, BIIB also gains nephrology expertise and an established infrastructure, which could set its key asset Felzartamab launch for success.
Starbucks to Sustain Sales Momentum; to Focus on Margins in H2, UBS Says
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