-- 摩根士丹利在周五发布的一份报告中指出，SPS Commerce (SPSC) 第一季度业绩令人失望，营收未达预期，且亚马逊 (AMZN) 政策变化带来的持续不利因素拖累了公司增长，导致其下调了全年业绩预期。 该投资公司表示，SPS Commerce 将 2026 财年营收预期从 6.8% 下调至 6.3% 的中值，主要原因是其亚马逊物流业务在第一季度的营收低于预期。 该研究报告指出，尽管 SPS Commerce 的核心业务正以接近两位数的增长率增长，但如果其营收再次接近预期下限，且全年业绩预期进一步下调，则可能会打击投资者信心。 该投资公司补充道，市场对软件增长和人工智能相关风险的担忧依然高涨，新的增长举措在 2027 年之前不太可能产生实质性贡献。 摩根士丹利维持对 SPS Commerce 的“中性”评级，并将目标价从 95 美元下调至 70 美元。 SPS Commerce的股票在周五的交易中上涨了近5%。
Price: $58.84, Change: $+2.72, Percent Change: +4.84%
European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.
Nebius Group (NBIS) said Friday it has agreed to acquire inference and model optimization firm, Eigen AI, in a cash-and-stock deal valued at about $643 million.The acquisition will strengthen Nebius Token Factory as a frontier managed inference platform for production AI, the company said, adding that the deal also accelerates its expansion in the US.The transaction is expected to close in the coming weeks, it said.Nebius shares were up over 10% in afternoon trading.Price: $152.93, Change: $+14.70, Percent Change: +10.63%
Price: $92.59, Change: $-0.04, Percent Change: -0.04%