-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們維持對禮來公司(LLY)的目標股價為1,225美元，相當於2027年每股盈餘預期值的29倍，低於該公司過去五年的平均預期本益比。我們將2026年每股收益預期從34.71美元上調至36.97美元，並維持2027年每股收益預期為42.22美元。禮來公司股價今日上漲超過10%，此前該公司宣布2026年開局強勁，第一季營收年增56%至198億美元，遠超我們的預期和市場預期。強勁的業績主要得益於其腸促胰素藥物Mounjaro和Zepbound，這兩款藥物合計創造了128億美元的收入。第一季財報電話會議的一大亮點是FDA批准了用於體重管理的口服GLP-1受體激動劑Foundayo。鑑於 Foundayo 每日只需服用一次，且無需考慮食物或飲水，因此我們對其在美國及海外拓展肥胖症治療市場的潛力保持樂觀。此外，禮來公司 (LLY) 的研發管線也取得了顯著進展，包括 Retatrutide、Jaypirca 和 Ebglyss 等關鍵資產的積極數據，以及四項策略性收購（Orna、Centessa、Kelonia 和 Ajax），進一步增強了其研發能力。
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Sector Update: Energy Stocks Fall Late Afternoon
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International
Scotiabank Sees Bank of Canada Rate Hikes, Flags Inflation Risks And CAD Impact
Scotiabank said it is doubling down on its forecast for the Bank of Canada to begin tightening monetary policy over the second half of the year, citing rising inflation risks and stronger economic drivers.From 2.25% at present, the bank said it thinks the policy rate will rise to 3% by year-end.Scotiabank Economics has forecast hikes by the end of 2026 since last November. One more was added in March in response to supply chain and commodity shocks related to the war with Iran."The BoC just opened the door wider to a rate change." It said "... if the economy evolves broadly in line with the base case, changes in the policy rate can be expected to be small." But in which direction?" the bank said in its latest foreign exchange outlook."A rate cut scenario that hinged upon higher US tariffs against Canada was presented. It lacks credibility in our view. One reason is that it would prompt excessive easing of financial conditions. With markets priced for 50-75bps of hikes this year, a 25bp cut would strike that out, add the cut, probably price 1-2 more, and result in short-term market rates plunging by 100bps or more," said Derek Holt, Head of Capital Markets Economics.The effect would tank the Canadian dollar, driving more import price pressures, said Holt adding that the bank remains "cautiously optimistic" toward trade negotiations."A hike scenario was also presented by the BoC and conditioned on higher-for-longer energy prices. Yet it's not just energy prices as evidenced by the BoC's own measure. Canada is importing higher incomes through higher prices for many of the products it sells with trickle down effects into domestic incomes and more resulting spending. Smaller deficits driving increased federal spending represent one such example equal to 1/2% of NGDP this year and 1/4% next year; the BoC's communications did not have time to incorporate this added fiscal stimulus that further merits higher rates. Inflation risk has pivoted higher," noted Holt.
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US Markets
Roblox Growth to Moderate Near Term Due to Age-Check Rollout, UBS Says
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