-- 週二下午晚些時候，消費性股票漲跌互現，道富消費必需品精選行業SPDR ETF (XLP)上漲0.7%，道富非必需消費品精選行業SPDR ETF (XLY)下跌0.7%。 Redbook數據顯示，截至4月25日當週，美國同店銷售額年增7.7%，前一周年增6.7%。由於復活節假期時間較去年多出一天，銷售額因此受益。 企業方面，聯合包裹服務公司(UPS)維持了2026年營收預期，這家包裹遞送巨頭先前曾表示，中東衝突可能會對需求產生影響。其股價下跌4.8%。 金佰利 (KMB) 週二公佈的第一季業績優於預期，並維持全年業績展望不變。但這家消費品製造商指出，由於油價高企，下半年可能面臨高達 1.7 億美元的額外投入成本壓力。其股價下跌 0.4%。 可口可樂公司 (KO) 週二上調了全年盈利增長預期，此前這家飲料巨頭公佈的第一財季業績超出市場預期，主要得益於價格和銷量的雙雙增長。可口可樂股價上漲 3.7%。 通用汽車 (GM) 週二上調了全年盈利預期，並下調了關稅衝擊預期。此前這家汽車製造商公佈的第一季淨利潤同比增長超出預期。通用汽車股價上漲 0.9%。
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Research Alert: Equity Residential Delivers Slight Ffo Beat And Revenue Miss In Q1 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EQR delivered Q1 2026 FFO of $0.99, beating consensus by $0.02, though rental revenue of $780M slightly missed expectations. The company's blended lease rate of 1.5% remained flat Y/Y, with new lease rates declining 2.8% due to incentives offset by strong renewal rates of 4.7%. We maintain our Hold rating based on operating expense pressure suppressing cash NOI growth in 2026. Management guides for 2026 same-store revenue growth of 1.2%-3.2%, expense growth of 3.0%-4.0%, and cash NOI growth of 0.5%-2.5%, with strength expected in 2H 2026. EQR's coastal market strategy continues demonstrating value, with San Francisco leading at 6.5% revenue growth and New York at 4.6%, while expansion markets like Denver (-5.9%) and Atlanta (-2.0%) face new supply pressure. EQR has premium coastal markets where limited new supply enables pricing power, though higher operating costs remain a risk. The development pipeline totals $863M for 1,824 units when complete. Planned property acquisitions are $165M in 2026.
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Asia
Rua Bioscience Notes 'Significant Contraction' in Australian Medical Cannabis Prescribing Volumes Amid Regulatory Review
Rua Bioscience (NZE:RUA) said the Australian market has experienced "significant contraction" in medical cannabis prescribing volumes amid a Therapeutic Goods Administration review of the safety of unapproved products, according to a Wednesday filing with the New Zealand bourse.However, medicinal cannabis is showing "strong signs of maturity and growth" in international markets, especially in Europe, in the face of recent international developments and discourse of a global economic slowdown, Rua added.The company recently established RUA genetics in Canada, the second-largest cannabis market in the world after the US, adding to its presence in Germany, Australia, New Zealand, Czechia, and the UK, per the filing.In Australia, the company expects a market reset after the regulatory review is complete, and is working to establish its products in new clinic chains.Elsewhere, Rua plans to bring several products to the New Zealand market in the coming months, and is also working on product launches in Czechia scheduled for May. Additionally, the company is looking to expand in the UK with plans to incorporate its genetics through new channels and clinic chains.In Germany, the company believes there is strong demand for consistent and reliable suppliers as significant regulatory changes seem unlikely following a review during which distributors reduced stock and scaled back imports. The German market remains competitive and continues to show strong signs of growth, Rua said.
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Treasury
Market Chatter: Nvidia-Linked Data Center Raises $4.6 Billion From Junk Bond Sale
A Nevada data center project tied to Nvidia (NVDA) has raised $4.59 billion through a junk-bond sale, underscoring a rise in deals for AI infrastructure funding, Bloomberg reported on Tuesday, citing a person familiar with the matter.The deal, backed by Tract Capital Management and Fleet Data Centers, priced five-year notes at a 6.74% yield, the report said.The project, a 200-megawatt facility in Nevada, is expected to be leased to Nvidia.The deal was priced during broader volatility in data center-linked stocks and bonds, as concerns grow over whether the rapid expansion in AI-related spending will deliver expected returns, Bloomberg said.Nvidia did not immediately respond to' request for comment.(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.)
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