-- 瑞银在周三发送的一份报告中指出，如果经济企稳，通用汽车(GM)有望超越其2026年的业绩预期，并且成本控制、电动汽车盈利能力、更优化的车型组合以及股票回购等因素有望推动其盈利在2027年进一步增长。 报告称，投资者对大宗商品成本和需求风险的担忧忽略了通用汽车更强劲的执行力、灵活性和支出控制能力。 瑞银表示，通用汽车的业绩展望略显保守，因为该公司并未在其业绩指引中纳入高利润皮卡和SUV可能进行的补货。 瑞银指出，尽管美墨加协定(USMCA)贸易谈判并未纳入其业绩展望，但该谈判更有可能对通用汽车有利而非不利。 瑞银维持对通用汽车的“买入”评级，并将目标价从105美元下调至102美元。
Price: $76.08, Change: $-2.87, Percent Change: -3.63%
Price: $671.00, Change: $-0.35, Percent Change: -0.05%
US equity indexes fell ahead of Wednesday's close as crude oil futures and government bond yields rose amid concern that no end is in sight for the Iran war.The Federal Open Market Committee maintained its target rate at a policy meeting, but beneath that outcome, the level of dissent was, reportedly, the highest since 1992. Fed Chair Jerome Powell said in a press conference after the meeting that he could stay as governor "at least" until the central bank's legal challenges are resolved.Index heavyweights Alphabet (GOOG, GOOGL), Amazon.com (AMZN), Meta Platforms (META), and Microsoft (MSFT) will report quarterly earnings after the bell, adding to frayed nerves as investors await the latest read on the hyperscalers' capital expenditure plans.The Dow Jones Industrial Average fell 0.6% to 48,860.1, with the S&P 500 down 0.1% to 7,129.2. The Nasdaq Composite slipped 0.1% to 24,639.5.President Donald Trump has instructed aides to prepare for an extended blockade of Iran, US officials told The Wall Street Journal. In recent meetings, including a Monday discussion in the Situation Room, Trump opted to continue squeezing Iran's economy and oil exports by preventing shipping to and from its ports, the WSJ reported.West Texas Intermediate crude oil futures jumped 8.2% to $108.15, and Brent crude futures surged 7.8% to $119.97 amid concern that Trump's policy will prolong disruption in the Strait of Hormuz, the chokepoint for 20% of global crude oil flows.The FOMC maintained its target rate at 3.50% to 3.75%, as expected, but four officials dissented, its statement showed late Wednesday.Fed Governor Stephen Miran again sought a 25-basis-point rate. Cleveland Fed President Beth Hammack, Minneapolis Fed President Neel Kashkari, and Dallas Fed President Lorie Logan supported holding rates steady but "did not support inclusion of an easing bias in the statement at this time," according to the statement.Chair Powell said he will continue to serve as a Fed Governor after his term as chair ends next month. Powell's term as governor is due to end in January 2028, but he could leave before the expiry. "I will stay until it is appropriate for me to leave."
Chi Fung Cheng, Director, Chief Technology Officer, on April 27, 2026, sold 27,500 shares in Credo Technology Group Holding (CRDO) for $4,931,442. Following the Form 4 filing with the SEC, Cheng has control over a total of 6,161,156 ordinary shares of the company, with 108,786 shares held directly and 6,052,370 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1807794/000162828026028331/xslF345X05/wk-form4_1777492236.xmlPrice: $174.84, Change: $+8.92, Percent Change: +5.37%