-- 希捷科技 (STX) 的業績“更加強勁，前景更加光明”，摩根士丹利在第三財季業績公佈後再次將其列為“首選股”。第三財季的業績主要得益於資料中心需求的強勁成長、價格優勢以及人工智慧驅動的硬碟需求。 這家投資公司在周三發布的一份報告中指出，人工智慧應用的日益普及正在推動超大規模資料中心對硬碟的需求，同時，來自新雲端和主權雲端客戶的成長機會也日益凸顯。 管理層也表示，近線產能已基本排滿至2027年6月，並預計未來至少五個季度營收、獲利能力和現金流將持續成長。 該券商上調了對希捷科技的長期展望。目前，在價格走強、利潤率提升和自由現金流持續成長的支撐下，預計2027年每股收益約為43美元。報告指出，毛利率可能比預期更早超過50%，並持續成長，超過先前的高峰預期。 摩根士丹利維持對該股的「增持」評級，並將目標價從582美元上調至767美元。 希捷科技股價週三上漲超過14%。
Price: $661.95, Change: $+82.92, Percent Change: +14.32%
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.