-- 周二，沙特证券交易所（Tadawul）股票指数收跌0.75%，中东地缘政治紧张局势盖过了沙特阿拉伯非石油私营部门复苏的利好消息。 利雅得银行沙特阿拉伯采购经理人指数（PMI）4月份重回扩张区间，从上月的48.8升至51.5。 报告指出，环比增长主要归功于产出增加、业务量改善以及对经济活动的预期略有提升。 “PMI的改善反映了商业活动和新订单的复苏，这两项指标均已重回增长区间。企业报告称，在内需增长和现有项目持续推进的支撑下，产出水平有所提高。这表明，由政府支出、基础设施建设和私营部门参与驱动的内部经济增长势头，仍然是经济的关键稳定力量。”利雅得银行首席经济学家纳伊夫·盖斯（Naif Al-Ghaith）评论道。 霍尔木兹海峡局势令市场情绪承压，美国和伊朗在该地区互相袭击对方船只。美国击中了六艘小型船只，而伊朗方面则向一艘美国船只鸣枪示警。 此外，这个中东国家还对阿联酋发动了导弹和无人机袭击，以报复“美国军事冒险行为”。袭击导致阿联酋港口起火。 在国内和企业方面，Sumou Real Estate（SASE：4323）股价上涨0.03%，原因是该公司与沙特阿拉伯航空公司房地产开发公司签署了一份为期35年的租赁协议，租赁吉达的一块土地，用于开发一个综合用途项目。
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Australia
Market Chatter: SAP Plans to Grant AI Access to Customers Who Don't Use Cloud
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Australia
Update: Morgan Stanley Cuts Price Target on Norwegian Cruise Line to $20 From $23 on 'Weaker Net Yields', Keeps Equalweight Rating
(Updates with the analyst's commentary.)Morgan Stanley cut Norwegian Cruise Line's (NCLH) price target to $20 from $23, highlighting the company's deteriorating yields as reflected by the trimmed 2026 earnings per share outlook."The sudden change in yield guidance implies a material deterioration in a short window given ~80%+ of a quarter out is already booked," Morgan Stanley said in a Tuesday note.Morgan Stanley also expects a prolonged turnaround for Norwegian Cruise, the note said, adding that trends have fallen across cruise.Norwegian Cruise Line has an average rating of overweight and mean price target of $21.81, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $17.31, Change: $+0.11, Percent Change: +0.61%
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Mining & Metals
EQB Gets Federal Govt Approval to Acquire Loblaw's PC Financial
EQB (EQB.TO) has received Federal approval to proceed with its acquisition of PC Financial from Loblaw Companies (L.TO), the company said on Tuesday.The approval follows a recommendation from the Office of the Superintendent of Financial Institutions (OSFI), and Competition Bureau clearance in March.EQB announced last December that it was acquiring PC Financial in a deal valued at $800 million, in cash and shares. Loblaw would take a minimum 17% equity stake in the company, and EQB would become the exclusive financial partner of the PC Optimum loyalty program.The acquisition will see EQB expand its total customer base to 3.3 million Canadians and add $5.8 billion in assets and $800 million in direct retail deposits. EQB said it will be able to offer everyday banking, lending, payments, and rewards through a single integrated ecosystem to the more than 18 million active PC Optimum loyalty members.The acquisition is expected to close in the summer.EQB shares were last seen up $0.98, to $122.24, on the Toronto Stock Exchange. Loblaw shares are up $0.58, to 62.56.Price: $122.37, Change: $+1.11, Percent Change: +0.92%
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