-- 瑞士股市在长周末后以低迷的基调开启了新的一周，瑞士市场指数周一收盘下跌1.01%。 瑞士采购市场研究机构procure.ch和瑞银集团的数据显示，瑞士4月份制造业采购经理人指数（PMI）从3月份的53.3升至54.5，高于市场普遍预期的52。 劳动力市场方面，KOF就业指数从上一季度向下修正后的2.1小幅上升至2.2，略高于其1.7的长期平均水平。 KOF瑞士经济研究所表示：“尽管自2月底以来美国和以色列对伊朗发动了战争，导致油气价格上涨，但瑞士企业的就业前景总体上并未恶化。” “对当前就业水平的评估与上一季度相比几乎没有变化。未来三个月的就业前景净值与上一季度相比仍维持在2.9个百分点不变。因此，计划在未来几个月增加员工人数的企业比例仍然高于预计裁员的企业比例。” 企业方面，格劳宾登州立银行 (GRKP.SW) 股价收盘下跌7.17%，此前该行披露，其及其子公司BZ银行因涉嫌违反与客户关系和该子公司管理的投资产品相关的职责而被提起诉讼。原告寻求数亿欧元的赔偿，而两家银行均否认这些指控，称其“毫无根据”。 与此同时，在瑞士生物技术投资公司BB Biotech (BION.SW)公布第一季度业绩并上调展望后，AlphaValue/Baader Europe将其评级从“减持”上调至“增持”，并将目标价从50.1瑞士法郎上调至53.3瑞士法郎。该股收盘上涨0.34%。 研究公司表示：“我们上调了BB Biotech的目标股价，这反映了生物技术行业前景的改善，以及投资团队在Revolution Medicines关键性III期临床试验取得积极结果以及默克收购Terns Pharmaceuticals之后所展现出的强劲执行力。” “我们已对2026年的每股收益预期（尽管对于这类企业而言，这些预期已相当可靠）进行了调整，以反映第一季度报告的负净利润（-2100万瑞士法郎）。2027年及以后的每股收益预期受益于美国生物技术市场增长假设的提高（从每年6%上调至8%）。”
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US Land Rig Count Slides as Permian Activity Softens, RBC Says
The US land rig count slides for a second consecutive week, pressured by a pullback in oil-directed drilling, RBC Capital Markets strategists said in a note on Sunday.Total US land rig count fell by six week-on-week to 525, RBC analysts said, citing Baker Hughes. The decline was driven by the oil-directed side of the business, which saw six units sidelined, bringing the total to 389. Gas-oriented activity held steady at 129 rigs.The Permian Basin, the largest US shale region, saw activity edge lower, with the rig count slipping by one to 241. RBC said that the Permian Basin continues to dominate US drilling, accounting for about 62% of oil-directed rigs in the Lower 48 and 47% of total land rigs.The most active drilling companies in the Permian are Helmerich & Payne (HP) with 88 rigs, Patterson-UTI Energy (PTEN) with 32 rigs, and Nabors Industries (NBR) with 29 rigs. Exxon Mobil (XOM) led the operators with 34 rigs, followed by Occidental (OXY) with 20 and ConocoPhillips (COP) with 17.Eagle Ford activity climbed one rig to 43, while the Williston Basin was unchanged at 28. Gas-focused regions showed modest strength, with the Haynesville Shale gaining two rigs to 58, while Appalachian Basin activity held flat at 37.RBC said that private operators continue to play a significant role in key basins, though their share of activity has declined in some areas. Private firms in the Permian accounted for 39% of active rigs, down from 43% a year earlier, while in the Eagle Ford their share fell to 37% from 46%.Private operators, by contrast, still dominate the Haynesville, accounting for about 72% of rigs, unchanged from last year.Price: $124.79, Change: $+1.60, Percent Change: +1.30%
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