-- 杜克能源公司公佈的數據顯示，2026年第一季電力和天然氣公用事業業務業績喜憂參半，但整體有所改善。基礎設施投資的復甦和客戶需求的成長推動了獲利成長。 電力公用事業和基礎設施部門的收入為12.54億美元，略低於去年同期的12.76億美元。杜克能源表示，收入下降反映了與法律和監管和解相關的費用，這些費用被歸類為特殊項目，並從調整後的業績中剔除。 剔除這些一次性影響後，調整後的部門收入從去年同期的12.76億美元增加至14.04億美元，相當於每股增加0.16美元。這一增長主要歸功於旨在提高服務區域服務可靠性的基礎設施投資回報，以及有利的天氣條件。這些利好因素部分被更高的營運和維護費用（包括與風暴相關的成本）以及與資產規模成長相關的折舊增加所抵消。 天然氣公用事業和基礎設施業務部門報告收入從2025年第一季的3.49億美元增至5.32億美元。這一增長主要得益於資產出售收益，包括與Piedmont在田納西州的業務和可再生天然氣項目相關的交易。這些收益也被視為特殊項目，未計入調整後收益。 經調整後，天然氣業務類股收入從去年同期的3.49億美元小幅成長至3.61億美元，每股收益小幅成長0.01美元。與電力業務板塊類似，成長主要得益於支持客戶擴張的基礎設施投資的復甦，但較高的營運成本和折舊抵消了整體成長。
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TD Sees Higher Oil Prices Lifting Canada's Export Values in Q2
Canada's merchandise trade balance moved into a $1.8 billion surplus in March from a $5.1 billion deficit the prior month, said TD.Exports in March surged by 8.5% month over month following February's sturdy gain. Rapidly rising energy prices pushed crude oil exports up 18.9% month over month, while exports of unwrought gold, silver, and platinum rose by a sizeable 37.7% month over month.Meanwhile, exports of motor vehicles and parts (+4.5% month over month) rose again in March as they continued their recovery from January's depressed level. In total, seven of 11 product categories registered a gain.March's trade data showed some firming in headline activity, though all of the positive print in exports came from price impacts of higher oil prices, stated TD.With data up until March in the books, net trade still appears poised to subtract from Q1 2026 real gross domestic product growth, reflecting a broadly stronger quarter for imports.Looking ahead, higher oil prices should "meaningfully" lift nominal export values into Q2, helping to further improve the trade balance, accoridng to the bank.
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Asia Markets
UK Shares Drop as Holiday-shortened Week Starts with HSBC Earnings, Geopolitical Tensions
After a long weekend in the UK, the FTSE 100 closed 1.40% lower on Tuesday as corporate earnings continued to pour in against the backdrop of a fragile US-Iran ceasefire.British banking group HSBC (HSBA.L) dropped 5.86% after reporting first-quarter results that were described as "mixed" by BofA Global Research, with profit after tax attributable to ordinary shareholders of the parent edging up year over year to $6.94 billion from $6.93 billion."HSBC printed an ok set of Q126 numbers," BofA said. "[Pretax profit] ex notable items was in line with consensus, with income beat (from fees and other income) offset by higher costs and impairments. Banking [net interest income] was in line. We are encouraged by HSBC's continued balance sheet and Wealth fee income growth, and remain confident in management's ability to manage cost. While [expected credit loss] was noisy in Q1, we are not concerned about the fundamental credit quality of HSBC's loan book."On the upside, Intertek Group (ITRK.L) rose 5.95% to lead the blue-chip index after confirming it had received a third unsolicited, indicative and conditional proposal from Swedish private equity firm EQT, offering 58 pounds sterling per share in cash, up from prior rejected bids of 54 pounds per share and 51.50 pounds per share."We raise ITRK to Outperform and our [price target] by ~30% to GBP58.50 following announcements of a strategic review to potentially split the business in two and of potential private equity interest in the whole group," RBC Capital Markets said. "We think the status quo is the least likely outcome and think key protagonists have their eye on an eventual US listing of the core testing assets to sit alongside highly comparable, highly valued UL Solutions."In the economic corner, the UK's new car registrations surged 24% year over year to 149,247 units in April, according to data from the Society of Motor Manufacturers and Traders. The reading indicated a recovery in the car market from the negative tax change impact in 2025 and marked the best outturn since 2019, SMMT said."The mounting cost of compliance threatens to limit consumer choice, overall decarbonisation and the sector's competitiveness so the need for a rapid review of the transition to align policy with market realities is unchanged, else Britain's attractiveness as a vehicle market and manufacturing hub will be put at risk," said SMMT Chief Executive Mike Hawes.
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Australia
Market Chatter: Anthropic Introduces AI Agents for Financial Services Tasks
Amazon-backed (AMZN) Anthropic introduced new artificial intelligence agents built for a broader mix of financial services tasks, Bloomberg reported Tuesday.These agents can draft pitch decks for client meetings, review financial statements, and escalate cases for compliance review, the report said, adding that they are designed for professionals in the banking, insurance, asset management and fintech industries.Anthropic is also improving Claude AI's ability to work across third-party software like Excel, PowerPoint and Outlook, and integrate data from partners in the financial services industry, Bloomberg said.Anthropic did not immediately respond to a request for comment by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $276.16, Change: $+4.08, Percent Change: +1.50%
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