-- 摩根士丹利周四发布的研究报告指出，SoFi Technologies (SOFI) 第二季度业绩指引弱于预期，但其 2026 年展望预示着下半年业绩将有所增长。 摩根士丹利表示，该公司第二季度营收预计在 11.1 亿美元至 11.2 亿美元之间，比摩根士丹利的预期低 0.7%；息税折旧摊销前利润 (EBITDA) 预计在 3.3 亿美元至 3.4 亿美元之间，比此前预期低 16%。 摩根士丹利将该公司第二季度每股收益预期下调 4 美分至 0.11 美元，营收预期维持在 11.23 亿美元不变。 摩根士丹利指出，该公司上半年增加了市场营销支出，并加大了产品创新投入，摩根士丹利认为这将推动下半年业绩增长，并支持其长期发展。 摩根士丹利将该公司股票的目标价从 18 美元下调至 16 美元，并维持减持评级。
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The European Commission issued new energy recommendations Thursday, aiming to shield vulnerable households and boost consumer-driven supply and participation in clean energy, it said.The Commission introduced measures to protect vulnerable households from disconnections and help consumers better manage energy contracts amid ongoing price volatility, it said.The recommendations also encourage households and communities to generate and share their own energy, supporting wider adoption of cleaner power sources, the Commission said.These steps form part of the Citizens' Energy Package and the AccelerateEU plan, which aim to address the ongoing fossil fuel crisis and strengthen energy resilience, the Commission added.The Commission is focusing on building a more inclusive and sustainable system by helping consumers make informed energy choices and limiting risks tied to supplier failures, it said.It is also urging member states to speed up the development of energy communities and expand self-consumption models to support the clean energy transition.Energy Commissioner Dan Jorgensen said rising global tensions continue to drive energy price volatility, reinforcing the need to accelerate Europe's shift toward a secure and sustainable system.The Commission will work with Member States and stakeholders to implement the measures, offering technical support and tracking progress to ensure effective adoption, it said.
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.