-- eBay (EBAY) 下半年商品交易總額 (GMV) 成長放緩的預期引發了投資者的擔憂，但摩根士丹利在周四的一份報告中指出，市場低估了該公司持續跑贏大盤的明確動力，並將任何疲軟都視為買入良機。 該公司第一季經匯率中立調整後的商品交易總額成長了14%，超過了先前預期的上限。然而，報告顯示，下半年的預期成長將大幅放緩至3%左右，而上半年約為12%。 摩根士丹利表示，這種預期與預期之間的脫節是當前爭論的焦點，並預計該公司下半年將憑藉各業務板塊的強勁增長勢頭、eBay Live和車輛等新興增長點、一貫保守的業績指引以及人工智能驅動工具帶來的增長潛力，實現優異表現。 這家投資公司表示，他們越來越有信心該公司下半年能夠實現中等個位數的商品交易總額增長，這可能會進一步修正盈利預期，並隨著增長可持續性的日益明朗，支撐其估值上調。 摩根士丹利重申了對該股的「增持」評級，並將目標價從117美元上調至121美元。 eBay股價週四下跌2.7%。
Price: $101.02, Change: $-2.77, Percent Change: -2.67%
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
US gasoline tops $6 in California as Iran war fuels price surge, with Midwest levels hitting $4.67 and diesel nearing $7.50, according to a Bloomberg analysis on Thursday.Fuel costs across the US are climbing sharply after weeks of increases in Asia and Europe, as conflict-linked energy shocks continue to ripple through global markets, the analysis said.California recorded average regular gasoline above $6 per gallon on Wednesday, marking the highest level since October 2023, the analysis added, citing data from the American Automobile Association.Illinois gasoline prices reached $4.67 per gallon, more than $1 higher than last year's average, while Indiana, Michigan, and Ohio reported similar price spikes across regional markets, the analysis said.Diesel prices surged alongside gasoline, climbing to nearly $7.50 in California and holding in the mid-$5 range across the Midwest, according to the analysis.US gasoline futures rose to their highest level in nearly four years, the analysis showed.The Iran conflict has entered its ninth week, and traders are increasingly worried about a prolonged disruption or blockade in the Strait of Hormuz, a key oil transit route, the analysis said.Rising fuel prices are emerging as a political challenge for Republicans ahead of midterm elections, especially in Senate races in Michigan and Ohio, the analysis added.California's price surge is adding pressure on Governor Gavin Newsom, who may pursue a 2028 presidential run, the analysis said.Operational issues at Midwest refineries are adding to supply strain, including a shutdown of a key processing unit at Exxon Mobil's Joliet facility, Wood Mackenzie data cited by the analysis showed.A separate power disruption at BP's Whiting refinery in Indiana added further uncertainty, even as facilities remained online, contributing to ongoing volatility in regional fuel pricing, the analysis said.
Health care stocks rose late Thursday afternoon with the NYSE Health Care Index climbing 2.6% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 2.3%.The iShares Biotechnology ETF (IBB) advanced 1.9%.In corporate news, UniQure (QURE) shares jumped past 16% after the company said it plans to submit a UK marketing authorization application in Q3 for AMT-130 to treat Huntington's disease.