-- 周四午盘,欧洲股市走高,交易员们权衡着波斯湾紧张局势、财报季以及英国央行维持利率不变的决定。 食品股领涨欧洲大陆市场,银行股则表现落后。 投资者也关注着上涨的华尔街股指期货,但隔夜亚洲交易所的股指大多收跌。 英国央行宣布将维持其关键政策利率在3.75%不变,数小时后,欧洲央行(ECB)也将宣布维持政策利率不变,但维持在2%。 经济新闻方面,据欧盟统计局(Eurostat)报告,欧元区4月份的年通胀率预计将达到3%,高于3月份的2.6%。 欧盟统计局表示,第一季度经季节性调整后的欧元区和欧盟国内生产总值(GDP)均温和增长0.1%。 泛欧斯托克600指数午盘上涨0.6%。 斯托克600科技指数上涨0.5%,斯托克600银行指数下跌0.7%。 斯托克600石油天然气指数上涨0.4%,斯托克600食品饮料指数上涨1.2%。 欧洲房地产投资信托指数(REITE)上涨0.4%。 各国股市方面,德国DAX指数上涨0.7%,伦敦富时100指数上涨1.3%。巴黎CAC 40指数下跌0.1%,西班牙IBEX 35指数上涨0.1%。 德国10年期国债收益率走低,接近3.07%。 北海布伦特原油近月期货价格下跌1.1%,至每桶109.19美元。 欧洲斯托克50指数波动率上涨1.8%,至23.77,表明未来30天欧洲股市波动性将高于平均水平,这是一个负面信号。波动率高于20表明市场波动性将加剧,而低于20则表明市场交投较为平静。
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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
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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%