-- 摩根士丹利周二在一份报告中指出，萤火虫航天公司（Firefly Aerospace，股票代码：FLY）的需求正从其发射业务向其他领域不断增长，NASA阿尔忒弥斯计划战略调整后，月球探测前景也日趋明朗。此外，该公司提前获得金穹顶奖也为其增添了潜在机遇。但报告同时提醒，风险依然存在。 萤火虫航天公司正逐渐被视为一家业务多元化的公司，而NASA修订后的月球探测计划预计将支撑其市场需求。 摩根士丹利表示，该公司也在加大投资以满足市场需求，包括建造一座面积约为现有洁净室四倍的全新月球着陆器洁净室。 然而，摩根士丹利指出，尽管需求增长令人鼓舞，但技术和执行方面的风险依然存在。报告还指出，该公司目前的估值高于同行，部分成功因素已被市场消化。报告补充说，NASA更新后的月球计划前景可期，但仍处于早期阶段。 摩根士丹利维持对萤火虫航天公司的“持股观望”评级，并将目标股价从33美元上调至37美元。 周二交易中，萤火虫公司的股价下跌了近2%。
Price: $32.80, Change: $-0.57, Percent Change: -1.71%
US equity indexes rose in midday trading on Tuesday as crude oil futures slumped after Defense Secretary Pete Hegseth said the ceasefire agreement with Iran remains in force.The Nasdaq Composite traded 0.9% higher at 25,295.1, after touching a record 25,335.40 intraday. The S&P 500 climbed 0.7% to 7,252.3, and the Dow Jones Industrial Average advanced 0.5% to 49,187.7.Defense Secretary Pete Hegseth, speaking at a Tuesday morning press conference, said the Iran ceasefire remains in effect while promising to continue to press ahead with opening the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows.At the Pentagon press briefing, Gen. Dan Caine, chairman of the Joint Chiefs of Staff, said Iran's military actions didn't rise to the level of restarting the war, according to The Wall Street Journal. "No adversary should mistake our current restraint for a lack of resolve."The statements follow Tehran's strikes in the Strait of Hormuz and the United Arab Emirates on Monday, fueling concern that the Iran ceasefire was at risk of falling apart. Earlier this month, President Donald Trump told congressional leaders that "hostilities" with Iran have "terminated," addressing a critical 60-day deadline under a decades-old law meant to limit the use of military force without authorization from Congress, CBS News reported.West Texas Intermediate crude oil futures dropped 4% to $102.18, and Brent crude futures slumped 3.1% to $110.92.
Welltower (WELL) has an average rating of buy and mean price target of $234.16, according to analysts polled by FactSet.Price: $214.87, Change: $-2.27, Percent Change: -1.05%
The US Securities and Exchange Commission on Tuesday said it proposed rule and form amendments that would permit public companies to file semiannual reports in lieu of quarterly reports to meet their reporting obligations.Under the proposal, the filing deadline for semiannual reports would be 40 to 45 days, depending on the company's filer status, after the end of the first semiannual period of the fiscal year, the SEC said. The proposal will be published in the Federal Register, and the public comment period will remain open until 60 days after its publication, the agency said.