-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：BG第一季度业绩稳健，调整后每股收益为1.83美元（同比增长1%），高于市场普遍预期的0.87美元；调整后息税前利润为5.61亿美元（同比增长55%），也高于市场普遍预期的3.67亿美元。各业务板块的强劲表现推动了业绩超预期，其中大豆加工精炼业务调整后息税前利润增长56%至3.77亿美元，软籽加工业务更是飙升138%至1.95亿美元。这些业绩表明，此次具有变革意义的Viterra收购已初见成效，整合进度超出预期，价值链各环节的协同效应也已显现。管理层大幅上调了2026财年调整后每股收益预期，从7.50-8.00美元上调至9.00-9.50美元（市场普遍预期为8.41美元），中值上调幅度高达1.25美元，这反映了公司强劲的执行力和协同效应可见性的提升。我们认为，Viterra的整合势头将继续支撑盈利增长，同时，美国环保署（EPA）有利的可再生能源产量要求（要求生物燃料产量较2025年水平提高60%以上）将有利于压榨利润率，并支撑公司积极的业绩展望和盈利增长势头。
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International
FOMC Holds Federal Funds Rate Steady at Range of 3.50% to 3.75%
Sectors
Update: Gold Falls to a Month Low as Rising Energy Costs Expected to Boost Inflation
(Updates prices.)Gold traded lower for a third-straight day early Wednesday, pressured by inflation worries even as the Federal Reserve's policy committee is expected to leave rates unchanged when it ends its two-day meeting this afternoon.Gold for June delivery was last seen down US$50.40 to US$4,558.00 per ounce, the lowest since March 30.With oil trading near four-year highs amid the Iran war, traders have moved away from gold as a safe haven, turning instead to the dollar and bonds to hedge against the threat rising energy prices will boost inflation and force interest rates higher."With oil-led inflation risks remaining the main driver, as rising energy prices strengthen the dollar and reinforce a higher-for-longer interest rate outlook. For now, the market's immediate focus remains on mediation efforts, with a reopening of the strait and a subsequent drop in oil prices representing the biggest short-term upside catalyst for both gold and silver," Saxo Bank noted.But higher rates are not yet on the way. The Federal Open Market Committee and the Bank of Canada will both release interest-rate decisions today and both are expected to leave rates steady.The dollar was higher, with the ICE dollar index last seen up 0.25 points to 98.89. Treasury yields also moved up, with the U.S. two-year note last seen paying 3.918%, up 6.8 basis points, while the yield on the 10-year note was up 4.7 points to 4.4%.
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Sectors
Sector Update: Energy Stocks Rise Wednesday Afternoon
Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each rising about 2%.The Philadelphia Oil Service Sector Index was increasing 0.5%, and the Dow Jones US Utilities Index was shedding 0.5%.Oil prices rallied Wednesday after US President Donald Trump reportedly rejected an Iranian proposal to lift the naval blockade. 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.Front-month West Texas Intermediate crude oil jumped 7.3% to $107.18 a barrel, and the global benchmark Brent crude contract climbed 7.4% to $119.47 a barrel. Henry Hub natural gas futures fell 2.2% to $2.63 per 1 million BTU.In corporate news, Phillips 66 (PSX) shares jumped past 6%. The firm reported Q1 adjusted earnings Wednesday of $0.49 per diluted share, swinging from a loss of $0.90 a share a year ago. Analysts polled by FactSet expected a loss of $0.54 a share. Phillips 66 also raised its annualized quarterly dividend by 7%.Bloom Energy (BE) shares surged nearly 24% after it reported Q1 adjusted earnings late Tuesday of $0.44 per diluted share, up from $0.03 a year earlier. Analysts polled by FactSet expected $0.12. Revenue also handily beat market consensus.TotalEnergies (TTE) shares were up 0.9% after it posted higher Q1 adjusted earnings and revenue.
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