-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：APD公布2026财年第二季度（截至9月）调整后每股收益为3.20美元（同比增长19%，高于市场预期0.14美元），超出预期；销售额同比增长9%至32亿美元。营业利润率提升210个基点至23.7%，主要得益于有利的销量结构和生产效率的提高，抵消了氦气业务的疲软。我们认为，产品组合优化带来的收益验证了管理层战略调整的正确性，亚洲地区25%的营业收入增长以及三星选择参与半导体项目进一步巩固了其竞争优势。管理层将2026财年调整后每股收益预期从12.85美元至13.15美元上调至13.00美元至13.25美元（增长8%至10%）。我们预计下半年近10亿美元的电子项目将推动未来18-24个月的销量增长，同时航空航天业务势头强劲，占据美国40%-50%的市场份额。路易斯安那州蓝氢项目采取的严谨策略——要求与碳捕获与封存（CCS）企业合作，并实现高于传统门槛的回报——体现了公司在资本配置方面的严格性。随着主要项目在2027财年后陆续完工，资本支出将有所下降，我们预计现金流将从2028财年开始加速增长。
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Australia
GUIDANCE: (AMGN) Amgen Expects 2026 Revenue Range $37.1B-$38.5B, vs. FactSet Est of $37.81B
Price: $347.81, Change: $+9.79, Percent Change: +2.89%
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Commodities
EU Pushes Consumer Energy Reforms to Tackle Price Volatility
The European Commission issued new energy recommendations Thursday, aiming to shield vulnerable households and boost consumer-driven supply and participation in clean energy, it said.The Commission introduced measures to protect vulnerable households from disconnections and help consumers better manage energy contracts amid ongoing price volatility, it said.The recommendations also encourage households and communities to generate and share their own energy, supporting wider adoption of cleaner power sources, the Commission said.These steps form part of the Citizens' Energy Package and the AccelerateEU plan, which aim to address the ongoing fossil fuel crisis and strengthen energy resilience, the Commission added.The Commission is focusing on building a more inclusive and sustainable system by helping consumers make informed energy choices and limiting risks tied to supplier failures, it said.It is also urging member states to speed up the development of energy communities and expand self-consumption models to support the clean energy transition.Energy Commissioner Dan Jorgensen said rising global tensions continue to drive energy price volatility, reinforcing the need to accelerate Europe's shift toward a secure and sustainable system.The Commission will work with Member States and stakeholders to implement the measures, offering technical support and tracking progress to ensure effective adoption, it said.
International
US Equity Markets End Higher Amid Gains in Tech, Communication, Industrial Stocks
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.
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