-- 本周美国股指大幅上涨，通信服务和能源板块领涨各板块，推动股市全面走强，反映出大型企业盈利和原油价格上涨带来的积极影响。 * 标普500指数周五收于7230.12点，高于一周前的7153.06点。纳斯达克综合指数约为25114.44点，高于一周前的24774.11点。道琼斯工业平均指数收于49499.27点，高于上周末的49153.47点。 * 除基础材料板块外，所有板块本周均上涨。涨幅最大的五个板块包括金融、必需消费品和房地产，这表明市场对价值型板块的关注度正在提升。 * 根据Finviz汇编的数据，七大巨头（Magnificent-7）中有三家本周收跌，分别是Meta Platforms (META)、英伟达 (NVDA) 和微软 (MSFT)。其余四家巨头中，Alphabet (GOOG, GOOGL) 领涨，涨幅近12%。除英伟达外，七大巨头均已公布季度业绩，其中四家本周股价上涨。 * 在市值超过2000亿美元的公司中，涨幅最大的是英特尔 (INTC)，其强劲的季度业绩转化为近21%的周涨幅。 * 布伦特原油期货本周一度飙升至四年高位，随后回落；西德克萨斯中质原油期货价格则保持在具有重要心理意义的100美元关口之上。 * 据《华尔街日报》报道，伊朗周五向华盛顿提交了一份新的结束战争的方案，暗示双方可能做出妥协。据知情人士向《华尔街日报》透露，双方在重开霍尔木兹海峡和伊朗核计划等实质性问题上仍存在巨大分歧。 * 据彭博社报道，特朗普周五在白宫告诉记者：“他们想达成协议，但我并不满意。我们刚刚和伊朗进行了对话。让我们看看结果如何。但我必须说，我不满意。”
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Equities
Big Oil Warns of Further Price Surge as Hormuz Disruption Drains Buffers
Exxon Mobil (XOM), Chevron (CVX) and ConocoPhillips (COP) have warned that global energy markets may face further price increases as supply buffers are rapidly being depleted amid the ongoing Strait of Hormuz disruption, Bloomberg reported on Friday.Executives said inventories, strategic reserves and floating storage have helped cushion prices so far, but those supplies are now running low, reducing the market's ability to absorb prolonged supply shocks.Chevron's CFO told Bloomberg that much of the spare capacity has already been used, leaving limited leeway if the disruption continues, while Exxon's CEO warned markets have yet to fully reflect the scale of the supply hit.With roughly a fifth of global oil and LNG flows typically passing through the strait, companies indicated that a prolonged closure could push crude prices significantly higher.
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Research
Research Alert: CFRA Lowers Opinion On Shares Of Quanta Services, Inc. To Hold From Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $158 to $773, which is 52.6x our next-12-month EPS estimate of $14.70. We also lift our 2026 EPS by $0.93 to $14.31 and 2027's by $1.18 to $16.74. Our move to Hold partially reflects our difficulty in justifying valuation levels that could offer sufficient upside after surging 15.8% on Q1 results. Both sides of the valuation equation in our updated $773 target are considerably higher than those in our prior $615 target, which was calculated using a 46.0x multiple on $13.38 EPS. Even after increasing the multiple by 14.3% and EPS by 9.9%, we only see ~4% upside at current levels. While PWR's fundamentals remain strong with record backlog and solid execution, the risk/reward profile has shifted to neutral. This is due to mounting concerns around data center project delays/cancellations (industry estimates suggest 30%-50% of 2026 projects are at risk), increasing exposure to fixed-price contract cost overruns, and growing difficulty collecting disputed change orders from customers.
$PWR
Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of Entergy Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $13 to $117, 26.0x our next-12-month EPS estimate of $4.49, a premium to its five-year forward average of 18x. We lift our 2026 EPS view by $0.01 to $4.40 and our 2027 EPS view by $0.07 to $4.95. ETR maintained its 2026 adjusted EPS guidance range of $4.25-$4.45 (midpoint of $4.35) and raised 2027-2029 guidance by $0.20-$0.50, with 2029 adjusted EPS now expected at $6.40. The company's enhanced earnings trajectory and substantial capital deployment position it well for sustained growth, in our view. Key execution items to monitor include regulatory approval of the Louisiana Lightning filing (expected December 2026), sourcing the remaining $4.7B in equity through 2029, and construction execution on seven new combined-cycle plants by 2030-2031. We anticipate dividend growth will remain competitive with peers (5.2% CAGR from 2025 to 2028), though we think recent share price and valuation advances have reduced near-term upside potential relative to peers.
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