-- 摩根士丹利周三发布的研究报告指出，尽管宏观经济环境充满变数，但星巴克 (SBUX) 在 4 月份仍保持了强劲的销售势头，这主要得益于持续的创新和更高效的执行。 分析师写道，该公司第二季度盈利超出预期，主要得益于交易的强劲表现，利润率的超预期部分与中国交易的会计处理有关，但北美地区的利润率仍然面临压力。 该券商将星巴克第三季度和第四季度的同店销售预期分别上调至 5.7% 和 4.7%。预计第三季度每股收益为 0.63 美元，第四季度为 0.67 美元。摩根士丹利目前预计 2026 年全年每股收益为 2.37 美元，高于此前预测的 2.27 美元。 报告指出，运营、人员配置、创新、营销以及资产基础的改善，似乎正在推动收益的叠加效应，同时成本控制措施也带来了积极影响。 该券商表示，重申对该股票的增持评级，并将目标股价从之前的每股 105 美元上调至每股 110 美元。
Price: $104.81, Change: $+7.53, Percent Change: +7.74%
Consumer stocks traded lower Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 0.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.3%.In corporate news, Starbucks' (SBUX) fiscal Q2 financial results exceeded Wall Street's views, while the coffee giant raised its full-year outlook on the back of momentum in its turnaround efforts. Its shares jumped past 8%.Wingstop (WING) reduced its 2026 domestic same-store sales outlook and reported weaker-than-expected Q1 revenue. Its shares fell 4.4%.Etsy's (ETSY) Q1 revenue rose more than Wall Street's expectations, helping the online marketplace swing to earnings. Etsy shares climbed 8.6%.
Health care stocks declined Wednesday afternoon, with the NYSE Health Care Index down 0.8% and the State Street Health Care Select Sector SPDR ETF (XLV) shedding 0.9%.The iShares Biotechnology ETF (IBB) fell 2%.In corporate news, AbbVie (ABBV) raised its full-year outlook on Wednesday as the biopharmaceutical company recorded better-than-expected Q1 results, driven by robust revenue growth from its Skyrizi and Rinvoq immunology drugs. Its shares rose 3.4%.AstraZeneca (AZN) will invest 300 million pounds ($404.9 million) in the UK, focusing on its sites in Cambridge and Macclesfield, in a move aimed at boosting the country's life sciences sector, Bloomberg reported. AstraZeneca shares were down 1.2%.KalVista Pharmaceuticals (KALV) and Chiesi Group said Wednesday they have signed an agreement through which Chiesi will buy KalVista for $27 per share in cash, or about $1.9 billion. KalVista shares surged nearly 39%.
EMEA crude futures rallied in after-hours trading on Wednesday as a dual blockade in the Strait of Hormuz, and President Trump's hardening Iranian rhetoric stoked fears of a prolonged global energy supply shock.Brent crude futures climbed 7.13% to $119.19 per barrel, while Murban oil futures gained 2.44% to $109.31/bbl."President Trump has instructed aides to prepare for an extended blockade of Iran, targeting the regime's coffers in a high-risk bid to compel Iran to end its nuclear program," Saxo Bank strategists said in a note on Wednesday.Trump reportedly said he will maintain a naval blockade against Iran until Tehran agrees to a nuclear deal, noting that the blockade is somewhat more effective than the bombing. The US President threatened Iran on Wednesday, saying the country "better get smart soon"."Iran can't get their act together. They don't know how to sign a non-nuclear deal. They'd better get smart soon!" Trump said in a post on Truth Social.The second round of US-Iran talks to end the Middle East conflict has stalled in recent days as the two sides refuse to budge in negotiations and Tehran attempts to separate the Hormuz issue from its nuclear program.Soojin Kim, research analyst at MUFG, said crude prices remained elevated as markets focused on stalled US-Iran peace talks and the continued near-closure of the Hormuz.The US naval blockade appears to be putting pressure on Iran, amid reports that the country is running out of crude storage space, which could accelerate production cuts.US Treasury Secretary Scott Bessent said Iran's Kharg Island, the country's primary oil export terminal, is approaching storage capacity, which will likely force the government to reduce crude production and cause damage to Iran's oil infrastructure."Iran is also facing growing storage constraints that could force deeper production cuts, while the US continues tightening sanctions on Chinese refiners linked to Iranian oil," Kim said.Meanwhile, Kim said the ongoing Middle East conflict has already triggered broader regional shifts, including the UAE's decision to leave OPEC next month."The timing of the exit was planned well," ING strategists said, adding that announcing a departure during a period of significant supply disruption limits the market impact.On the supply side, signs of tightening have begun to appear in the US, with the latest data from the Energy Information Administration showing that US crude stocks fell by 6.2 million barrels to 459.5 million barrels in the week ended Apr. 24.