-- 週一下午交易中，金融股普遍上漲，紐約證券交易所金融指數上漲0.4%，道富金融精選產業SPDR ETF（XLF）上漲0.7%。 費城住房指數上漲0.4%，道富房地產精選產業SPDR ETF（XLRE）下跌0.6%。 比特幣（BTC-USD）下跌2.4%至76,783美元，10年期美國公債殖利率上升3.2個基點至4.34%。 根據路透社報道，花旗集團（C）區域主管考斯圖布·庫爾卡尼表示，花旗計劃透過招募高階主管來加強其在日本和中國的投資銀行部門，以抓住更多收購機會。花旗股價上漲0.4%。 Kashable週一宣布，高盛(GS)旗下另類投資基金領投了其6,000萬美元的C輪融資。 Kashable表示，高盛另類投資基金此次投資額最高可達5,000萬美元，其中包括2,500萬美元的初始投資，以及根據相關條件將在未來幾個月內追加的2,500萬美元。高盛股價上漲0.6%。 奧本海默(OPY)股價上漲4%，此前該公司宣布，旗下子公司奧本海默公司(Oppenheimer & Co.)同意支付7000萬美元，以和解一起與其現金回收計劃相關的集體訴訟，從而避免了可能超過4.4億美元的賠償金訴訟。
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Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of Ameriprise Financial, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price of $550, valuing AMP shares at 12.5x our 2026 adjusted EPS estimate of $43.84 (raised by $1.34) and at 11.7x our 2027 EPS estimate of $46.90 (raised by $0.70). This compares to the three-year average forward multiple of 12x and peer average of 15.5x. AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. We now see revenue growth of 7% to 12% in 2026 and 2027. AMP also continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings). Currently trading at 10.9x our 2026 EPS estimate, and with some decent revenue and earnings momentum, we view the shares as undervalued versus peer and historical averages.
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Research
Research Alert: CFRA Maintains Sell Opinion On Shares Of P&g
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 price target by $7 to $136, based on 19.5x our FY 26 EPS estimate and below the company's five-year average forward P/E multiple of 23.6x, reflecting our view of increased competition, higher commodity prices, and ambitious growth targets. We maintain our FY 26 and FY 27 EPS estimates of $6.96 and $7.27, respectively. P&G posted normalized FQ3 EPS of $1.59 vs. $1.54 in the year prior and $0.03 above consensus estimates. Net sales rose to $21.2B, representing a 7% increase that included a 4%-pt tailwind from FX. Organic sales advanced 3%, driven equally by a 2% increase in volume and 1% improvement in pricing, while mix remained neutral. Profitability metrics came under pressure during the quarter as gross margin contracted by 150 bps to 49.5%. On a core basis, gross margin declined 100 bps to 50.0%, impacted by 180 bps of unfavorable mix, 100 bps of reinvestments, 50 bps of higher tariff costs, and 10 bps of unfavorable commodity costs. We remain at Sell on shares.
$PG
Oil & Energy
Crude Market Faces "Cruel Summer" as War-Driven Supply Shock Ripples West, RBC Says
The Middle East conflict is tightening global energy markets and raising the risk of a "cruel summer" for consumers, as constrained supply collides with peak seasonal demand and policymakers struggle to contain the fallout, RBC Capital Markets strategists said in a note on Sunday.RBC analysts said the conflict, now in its third month, has displaced up to 1 billion barrels of crude and refined products from global markets, marking what some analysts describe as the largest supply shock in modern history.However, despite intermittent ceasefire signals and market optimism around a reopening of the Strait of Hormuz, negotiations between Iran and the US remain deadlocked.Iran has refused to abandon uranium enrichment, while the US has yet to secure meaningful concessions, with recent talks failing to materialize.RBC said for weeks the Trump administration has leaned on messaging that the conflict could end soon, helping cap near-term oil prices. However, market participants said that the narrative may be masking the severity of the supply crunch and delaying necessary demand destruction."The price response has been unusually muted given the scale of the disruption," RBC analysts said, adding that subdued prices risk fostering complacency among policymakers and consumers alike.The analysts said even in a best-case scenario, the return of Middle Eastern supply is expected to be slow. Damage to oil fields, export terminals, and logistics networks could take 3 to 6 months to repair, RBC said, with longer timelines likely if subsurface infrastructure has been severely damaged.Uncertainty over the true extent of the damage remains high, with satellite imagery offering only partial insights and on-the-ground assessments still pending.Meanwhile, global inventories are drawing down as supply remains constrained. RBC analysts expect crude and refined product prices to rise further into the summer, driven by steady demand and tightening fundamentals.Refinery margins are also set to strengthen, as limited product availability pushes up fuel prices. However, the dynamic carries risks, as higher costs could eventually trigger demand destruction and weigh on the global economy.Though Asia has been the epicenter of the crisis, the effects of the Iranian conflict are being felt in Europe, where energy import costs have surged.The European Union has spent an additional 24 billion euros ($28.1 billion) on fossil fuel imports since February, with aviation among the hardest-hit sectors.Major carriers, including Lufthansa, KLM, and Scandinavian Airlines, have collectively canceled tens of thousands of flights due to high fuel costs and route constraints. Some airlines said that fuel supplies are only secured through mid-May, raising the prospect of further disruptions.The conflict is also accelerating shifts in consumer behavior. Electric vehicle adoption is rising rapidly, with battery-electric registrations in Europe jumping in early 2026, while second-hand EV sales have surged in key markets.On the demand side, RBC said Asian governments are taking aggressive steps to curb energy consumption.South Korea has extended fuel price controls, while India has cut industrial LNG supplies by 20%. Bangladesh has introduced fuel rationing, and countries including the Philippines, Vietnam, and Sri Lanka have reinstated remote work policies and driving restrictions.China, the world's largest energy importer, appears better positioned to absorb the shock, having built up strategic reserves. However, its reliance on Middle Eastern supply, which accounts for more than half of its imports, leaves it exposed to prolonged disruption.RBC analysts said that the combination of steady demand, constrained supply, and limited price response could amplify the eventual market correction.The analysts said any additional disruptions, including refinery outages, export restrictions, or further attacks on energy infrastructure, could exacerbate shortages just as summer demand peaks.