-- 据报道，三星电子（KRX:005930）与苹果公司高管会面，商讨在美国开展芯片制造服务和供应业务的可能性。 彭博新闻周二援引匿名消息人士的话报道称，这家韩国芯片制造商在其位于德克萨斯州、仍在建设中的工厂举行了会议，讨论为苹果设备生产主处理器的可能性。 除三星外，苹果据称也在与英特尔进行谈判，因为它正在考虑寻找替代其长期合作伙伴台积电的供应商。报道补充说，目前尚未下达任何订单，苹果最终可能决定不选择其他供应商。 苹果、英特尔和三星均未立即回复的置评请求。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息被认为是来自可靠来源，但可能包含传闻和猜测。准确性无法保证。）
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Sectors
Sector Update: Financial Stocks Gain Pre-Bell Tuesday
Financial stocks were mostly higher pre-bell Tuesday, with the State Street Financial Select Sector SPDR ETF (XLF) gaining by 0.5%.The Direxion Daily Financial Bull 3X Shares (FAS) rose by 1%, and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was 1.2% lower.PayPal (PYPL) shares were down more than 10% before the opening bell after the company said it expects to post a roughly 9% decline in Q2 non-GAAP EPS.HSBC (HSBC) stock was down more than 4% after the company reported lower-than-expected Q1 earnings.Banco Santander (SAN) shares were up more than 1% pre-bell after falling 3.1% at the prior close. The bank and Uber Technologies (UBER) said they have agreed to launch a scalable financing platform of up to 1 billion euros ($1.17 billion) to support fleet operators across Europe.
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Research
Research Alert: Iqvia: Encouraging Q1 Results, Eps Guidance Raised Modestly
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:IQVIA reported Q1 2026 revenue of $4,151M (+8.4% Y/Y), led by robust Commercial Solutions growth (+11.6% Y/Y) and steady R&D Solutions performance (+6.2% Y/Y). Adjusted EPS of $2.90 (+7.4% Y/Y) exceeded guidance and beat consensus by $0.08. R&D Solutions bookings were encouraging, in our view, with net new bookings of $2.5B generating a book-to-bill ratio of 1.04x amid what management described as a stabilizing biopharmaceutical market. IQV raised 2026 adjusted EPS guidance to $12.65-$12.95 (up $0.10 at the midpoint) while reaffirming revenue and EBITDA guidance. The contracted backlog of $34.2B supports revenue visibility, with $8.9B expected to convert over the next twelve months (+7.6% Y/Y), though EBITDA margin declined to 22.5% from 23.1%. We view mid-to-high single digit growth in forward-looking demand indicators as suggesting continued client momentum, while the company maintained flexibility with $552M in share repurchases and 15% FCF growth to $491M.
$IQV
Research
Research Alert: Ldos Q1: Revenue Beat And Strong Cash Flow Counter Margin Compression
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:LDOS delivered solid Q1 results with adjusted EPS of $3.13 vs $2.97 prior year, beating consensus by $0.22. Revenue grew 4% Y/Y (+3% organic) to $4.40B, exceeding estimates by $110M, driven by Intelligence, commercial energy infrastructure, and air traffic management demand. The quarter's standout performance was exceptional cash generation, with operating cash flow reaching $301M vs $58M prior year and free cash flow improving to $270M from $36M, delivering 67% conversion driven by solid EBITDA generation and effective working capital management. However, adjusted EBITDA margin contracted 20 bps to 14.0% due to acquisition-related costs. Net bookings of $3.3B resulted in quarterly book-to-bill of 0.8x, though trailing-12-month ratio remained healthy at 1.1x. Total backlog reached $48.4B with funded backlog of $9.6B, representing 4% and 31% Y/Y growth respectively, providing enhanced revenue visibility going forward.
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