-- 摩根士丹利周二在一份报告中指出，挪威邮轮公司 (NCLH) 因收益率下降和燃油成本上涨而下调了2026年业绩预期，预计其业绩复苏之路将持续较长时间。 报告称：“鉴于未来一个季度超过80%的航次已被预订，收益率预期的突然下调意味着短期内业绩将出现显著恶化。” 报告还补充道，该公司已公布了1.25亿美元的销售、管理及行政费用 (SG&A) 年度节约计划，其中包括通过提高营销效率，但这可能会对其收入产生负面影响。 报告指出：“我们将今年的业绩预期下调至预期范围的低端，并预计业绩复苏之路将持续较长时间。” 报告称，该公司已承认自身失误，但邮轮行业的增长趋势已经放缓，并补充说，在高负债水平下，实现变革充满挑战。 摩根士丹利将挪威邮轮的目标股价从23美元下调至20美元，但维持“中性”评级。
Price: $17.25, Change: $+0.05, Percent Change: +0.26%
(Updates prices.)Gold traded higher midafternoon on Tuesday, rising off a five-week low as treasury yields weakened.Gold for June delivery was last seen up US$35.60 to US$4,568.90 per ounce.The price of the metal has remained mostly rangebound for a month as the war on Iran has prompted some safe-haven demand for the metal, even as the higher oil prices that followed the start of the war on Iran is hiking inflation. The threat of higher interest rates because of rising prices is pushing up bond yields, bearish for the metal since it pays no interest."The benchmark US 10-year yield rose some seven basis points on the day Monday, closing just below 4.44% and therefore at the highest daily close since last July as traders eye the big round 4.50% level.," Saxo Bank wrote.However yields moderated early on Tuesday, with the U.S. two-year note last seen paying 3.944%, down 1.8 basis points, while the yield on the 10-year note was down 2.2 points to 4.42%. The dollar was higher, with the ICE dollar index last seen up 0.04 points to 98.42.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target price by CAD5 to CAD40, on an EV/EBITDA of 8.0x our 2027 EBITDA estimate, a discount to FM's three-year average forward EV/EBITDA of 10.6x but close to peers, with an average of 8.3x. We lower our 2026 EPS estimate by $0.33 to $0.53 and 2027 by $0.22 to $1.95. FM faces near-term cost pressures from Middle East tensions, with fuel representing 15% of total costs and potential upward pressure of $0.25/lb on C1 guidance (fuel +$0.20, Kwacha +$0.10, partially offset by gold -$0.05). However, the company's fundamentals remain strong with authorization to process Cobre Panama stockpiles (30-40kt copper expected in 2026), Kansanshi S3 operating 25% above design, and record nickel production at Enterprise. FM strengthened its balance sheet with a $1.5B 10-year bond at 6.375% and extended maturities to 2036. The Taca Taca project (291kt/year copper over first 10 years, 19.3% IRR) provides significant long-term growth optionality once the balance sheet is positioned to support development.
Apple (AAPL) will let users select from multiple third-party artificial intelligence models for tasks across its iOS 27 software, Bloomberg reported Tuesday, citing people with knowledge of the matter.Users will be able to select rival AI models for tasks like generating and editing text and images when the change becomes available for iOS 27, iPadOS 27 and macOS 27, slated for this fall, the report said, citing the people.Apple didn't immediately reply to a request for comment from.(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: $283.22, Change: $+6.34, Percent Change: +2.29%