-- 瑞銀證券週一發布報告，首次對康斯坦鋁業（Constellium，股票代號：CSTM）股票進行評級。報告指出，受232條款關稅的影響，未來兩到三年內，康斯坦鋁業的廢棄飲料罐價差可望持續走高。 分析師表示，由於新增和部分產能中斷導致的罐體板材產能下降，預計廢舊飲料罐價差將有所緩和，對康斯坦鋁業構成不利影響。但瑞銀證券認為，罐體板材產量的成長以及高利潤率的航空航太和汽車鋁製需求的反彈，可以部分抵銷這一影響。 報告指出，康斯坦鋁業透過其包裝及汽車軋製產品部門，提供投資者直接參與廢料價差交易的機會。該部門超過75%的產量來自罐體板材。 報告也指出，市場低估了廢舊飲料罐價差持續走高的可能性，市場普遍預期2027年價差約為52%，而瑞銀的預期為55%。 瑞銀維持對康斯坦鋁業的「買進」評級，目標價為38美元。 在週二交易中，康斯坦鋁業的股價上漲超過7%。
Price: $33.10, Change: $+2.26, Percent Change: +7.33%
Major digital assets rose Tuesday with Bitcoin (BTC-USD) topping $81,000.The CoinDesk Market Index, which tracks dozens of digital assets including Bitcoin, rose almost 1.3% in the past 24 hours. The Nasdaq 100 was up 1.4%, the S&P 500 rose 0.9%, and the Dow Jones Industrial Average added 0.9%.Bitcoin rose 2% to $81,657, according to CoinMarketCap data. The most popular cryptocurrency's 24-hour trading volume decreased 34% to $37.2 billion.Ethereum (ETH-USD), the second-largest digital asset by market value, added 0.8% to $2,375.XRP (XRP-USD) gained 1%, BNB (BNB-USD) rose 1.1%, and Solana (SOL-USD) added 2.4%. Dogecoin (DOGE-USD) climbed 2.9%, while Cardano (ADA-USD) was up 2.9%.The US 10-year Treasury yield stood at 4.413% at 3 p.m. ET Tuesday, down from 4.447% Monday, while the five-year yield fell to 4.069% from 4.093%.The total market value of the cryptocurrency industry rose 1.7% in the past 24 hours to $2.69 trillion, with trading volume gaining 1.8% to $164.38 billion.Price: $81530.92, Change: $+1706.70, Percent Change: +2.14%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target price to $70 from $83, on a P/E of 7.8x our 2027 EPS view vs. the peer average of 6.7x. We decrease our 2026 EPS view to $8.14 from $8.28 and 2027's to $9.00 from $9.17. Despite operational challenges, FISV maintained its 2026 guidance and commitment to shareholder returns. The company affirmed its expectation for organic revenue growth of 1%-3% and adjusted EPS of $8.00-$8.30 for 2026. FISV repurchased $200M worth of shares in Q1, demonstrating continued confidence in its long-term prospects. This confidence is directly tied to the tangible progress made under the "One Fiserv" action plan. Management highlighted key operational improvements, such as a 27% Y/Y reduction in client inquiry resolution time and strong underlying growth in platforms like Finxact and CommerceHub, as leading indicators that support the full-year guidance. We think the positive underlying trends will become more visible in the financial results in 2H 2026 and beyond.
Peng Lu, Chief Medical Officer, on May 01, 2026, sold 14,166 shares in Pharvaris (PHVS) for $427,419. Following the Form 4 filing with the SEC, Lu has control over a total of 66,083 common shares of the company, with 66,083 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1830487/000119312526206273/xslF345X05/ownership.xmlPrice: $29.94, Change: $-0.08, Percent Change: -0.27%