-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：AerCap第一季調整後每股盈餘（EPS）達到創紀錄的5.39美元，較去年同期成長46%，超出市場預期1.68美元，同時調整後淨值（ROE）達到19%。營收年增8%至22.4億美元（超出市場預期9%），主要得益於16.8億美元的基本租賃收入和15億美元的強勁資產出售，後者帶來2.91億美元的收益（年增64%），未槓桿利潤率為24%。該公司租賃續約率達到87%，並透過7.45億美元的股票回購實現了強勁的資本部署。管理層將2026年全年調整後每股收益預期從12.00美元至13.00美元上調至約14.50美元，預期不包括額外的資產出售收益。 AerCap新增110架A320neo飛機訂單，預計2028年開始交付，這將使公司能夠充分利用OEM廠商持續存在的產能限制。我們相信，資產價值的提升、定價權的增強以及燃油效率高飛機交付檔期的鎖定，將推動公司在2026年之後持續擴大價差並產生更多盈餘資金。這將為公司持續實現兩位數的每股盈餘成長創造潛力。
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Australia
Market Chatter: Apple Plans AI Push With Siri Camera Mode in iOS 27
Apple (AAPL) is planning to integrate artificial intelligence more deeply into the iPhone's camera app by introducing a new Siri mode in its upcoming iOS 27 update, Bloomberg reported Wednesday, citing people familiar with the matter.The company's visual intelligence tool, which is currently linked to the camera control button, is expected to be embedded directly into the camera app, according to the report.The changes are expected to be launched at Apple's Worldwide Developers Conference in June, the media outlet reported.Apple 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.)Price: $270.01, Change: $-0.70, Percent Change: -0.26%
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US Markets
Equities Fall Intraday Ahead of Fed Rate Decision; Oil Prices Jump
US benchmark equity indexes were lower intraday ahead of the Federal Reserve's monetary policy decision.The Dow Jones Industrial Average was down 0.6% at 48,825.5 after midday, while the Nasdaq Composite lost 0.4% to 24,560.8. The S&P 500 fell 0.3% to 7,117. Barring energy, all sectors were in the red, led by industrials.Markets widely expect the US central bank's policy committee to keep its benchmark lending rate unchanged for a third consecutive meeting. Fed Chair Jerome Powell will hold a press conference at 2:30 pm ET.Ahead of the rate decision, the US Senate Banking Committee voted Wednesday to advance Kevin Warsh's nomination as Fed chair to the Republican-controlled Senate.Warsh is President Donald Trump's pick to replace Powell, whose term as Fed chief expires on May 15. Trump has repeatedly criticized Powell for the central bank's cautious view on lowering interest rates.Today's monetary policy meeting could be Powell's last as Fed chief should the full Senate confirm Warsh in the week of May 11. Powell's term on the Fed's Board of Governors runs through January 2028, though its unclear if he would exit the Fed or decide to stay on.Oil prices surged Wednesday after Trump reportedly rejected an Iranian proposal to lift the naval blockade. Brent crude was up 7.1% at $119.20 per barrel, while West Texas Intermediate crude jumped 6.9% to $106.79.Trump told Axios on Wednesday he will maintain the US naval blockade of Iranian ports until Tehran agrees to a nuclear deal. Iran wanted the Strait of Hormuz opened before the two sides could sit down to discuss uranium enrichment at a later stage.In a social media post on Wednesday, Trump said Iran "better get smart soon.""Crude oil has resumed its war-driven rally, with Brent rising almost non-stop since a brief mid-month tumble to ($86 per barrel), when hopes for a peace deal and a short-lived reopening of the Strait of Hormuz triggered a sharp but temporary correction," Saxo Bank Head of Commodity Strategy Ole Hansen said in a report Wednesday.US Treasury yields were higher intraday, with the 10-year rate up 5.3 basis points at 4.41% and the two-year rate rising 6.4 basis points to 3.91%.Magnificent 7 companies Alphabet (GOOG, GOOGL), Microsoft (MSFT), Amazon (AMZN), and Meta Platforms (META) are scheduled to release quarterly results after the markets close.In company news, Visa (V) shares were up 9.1% intraday, the biggest gain on the Dow, after the payments giant lifted its full-year growth outlook and reported better-than-expected fiscal second-quarter results.Wingstop (WING) reduced its 2026 domestic same-store sales outlook as the restaurant chain reported weaker-than expected first quarter revenue. The stock was down 4.1% intraday.Gold fell 1% at $4,563.80 per troy ounce, while silver dropped 1.5% to $72.13 per ounce.
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US Markets
March Housing Starts Surge, Building Permits Tumble
US housing starts unexpectedly jumped in March amid strength in both single-unit and multi-family projects, while building permits fell sharply, government data showed Wednesday.Starts surged nearly 11% sequentially to a seasonally adjusted annual rate of 1.5 million units last month, according to the Census Bureau and the Department of Housing and Urban Development. The consensus was for a 0.4% drop in a survey compiled by Bloomberg. Preliminary February housing starts stood at 1.36 million units, according to official data."Homebuilding activity ended the first quarter with notable strength, hitting a 15-month high in March," Andrew Foran, an economist at TD Economics, said in a note.Starts on buildings with at least five units jumped 9.6% month on month to 446,000 units in March. The single-family component increased 9.7% to 1.03 million units. Consolidated housing starts increased in all regions, with the biggest gains of 25% and 12% seen in the Northeast and Midwest, respectively, according to government data.Building permits -- which is a forward-looking indicator of homebuilding -- slumped 11% on a monthly basis to 1.37 million units last month, while Wall Street expected a smaller 0.3% drop. Single-family unit permits declined 3.8%, while authorizations of buildings with five or more units sank 24%.Mortgage rates fell through the end of February, with the national average for the fixed 30-year rate reaching below 6% for the first time in almost four years, according to TD Economics."However, mortgage rates rose by roughly half a percentage-point in March, which was likely reflected in the sharp decline in residential permits during the month and points to softening momentum heading into April," Foran said.Earlier this month, the National Association of Home Builders and Wells Fargo said US homebuilder confidence sank in April to the lowest since September amid economic uncertainty, as well as increasing building material costs and interest rates."Combined with the impact of revised primary metal tariff policies, higher mortgage rates, and elevated economic uncertainty, homebuilding activity is likely to remain constrained over the near term," Foran said Wednesday.