-- 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：我们维持对AMT未来12个月的目标价为210美元，基于2026年预期EV/EBITDA倍数为18.0倍，低于其三年平均水平20.2倍。我们将2026年调整后FFO预期上调0.17美元至11.08美元，并将2027年上调0.11美元至11.62美元。AMT第一季度的优异表现得益于稳健的基础增长、有利的汇率以及直线法收入调整。欧洲业务持续超出预期，计划今年新增700多个站点，管理层指出，强劲的运营业绩正在赢得运营商的新定制建设合同。我们仍然认为国内市场增长空间巨大，预计未来五年内移动数据流量将翻一番，这主要得益于人工智能应用的普及以及未来6G网络所需的密集化部署。CoreSite观察到，市场对支持人工智能推理工作负载的互联基础设施的需求正在加速增长，管理层认为这将是一个可持续的长期趋势。
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Sectors
Sector Update: Financial Stocks Higher Late Afternoon
Financial stocks edged higher late Tuesday afternoon, with the NYSE Financial Index rising 0.2% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.1%.The Philadelphia Housing Index was decreasing 1.3%, while the State Street Real Estate Select Sector SPDR ETF (XLRE) increased 0.7%.Bitcoin (BTC-USD) was falling 1.6% to $76,126, and the yield for 10-year US Treasuries rose 1.8 basis points to 4.35%.In economic news, the Conference Board's measure of consumer confidence rose to 92.8 in April from an upwardly revised 92.2 in March, compared with the 89.0 print expected in a Bloomberg survey. The poll for preliminary results was conducted from April 1 to April 22, which included the temporary two-week ceasefire in the Iran war.In sector news, Polymarket has had talks with the Commodity Futures Trading Commission in recent weeks as it seeks regulatory approval to bring its main exchange back to the US, Bloomberg reported. Polymarket has technically banned US citizens from trading on its international platform since running afoul of regulators in 2022, and its US-based alternative has failed to fully launch, the report said.In corporate news, JPMorgan Chase (JPM) was selected as the first global banking partner of the Olympic Games, the firm and the International Olympic Committee said Tuesday. Separately, JPMorgan is joining HSBC (HSBC) in providing a $6 billion financing for potential suitors of a stake in Kuwait Petroleum's crude oil pipeline network, Reuters reported. JPMorgan and HSBC shares were little changed.First Financial (THFF) shares added 1.1% after the company posted higher Q1 net income and revenue from a year ago.Barclays (BCS) shares decreased 0.4% after Bloomberg reported the bank had reserved 228 million British pounds ($307.9 million) in Q1 to cover the collapse of specialty lender MFS.Commerce Bancshares (CBSH) shares gained 1.9% after its board approved an increase of 2.5 million shares to its stock buyback program.
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Sectors
Sector Update: Energy Stocks Higher Late Afternoon
Energy stocks were higher late Tuesday afternoon, with the NYSE Energy Sector Index rising 1.4% and the State Street Energy Select Sector SPDR ETF (XLE) climbing 1.8%.The Philadelphia Oil Service Sector Index was increasing 0.2%, and the Dow Jones US Utilities Index was shedding 0.2%.In sector news, the United Arab Emirates will leave the Organization of the Petroleum Exporting Countries and its more expanded version, OPEC+, effective May 1, the Emirates News Agency reported.This comes as Iran's latest proposal to end the war in the Middle East has still not won President Donald Trump's backing, leaving the deadly conflict in a continuing state of deadlock, Reuters reported Tuesday, citing an unnamed US official.Front-month West Texas Intermediate crude oil gained 3.7% to $99.90 a barrel, and the global benchmark Brent crude contract rose 2.7% to $111.17 a barrel. Henry Hub natural gas futures increased 0.4% to $2.56 per 1 million BTU.In corporate news, Chevron (CVX) signed a memorandum of understanding with Libya's National Oil Corporation, or NOC, to conduct a joint study evaluating the potential of unconventional shale oil and gas resources in sedimentary basins across the country, NOC said Tuesday. Separately, Chevron is in advanced talks to sell a portfolio of Asian assets to Eneos in a deal that could be valued at more than $2 billion, Bloomberg reported. Chevron shares climbed 1.9%.Equinor (EQNR) shares rose 1.1% after Morgan Stanley upgraded the stock to equal weight from underweight and raised its price target to $40.40 from $22.80.NextEra Energy (NEE) shares gained 1.5% after it said the US Nuclear Regulatory Commission approved operating license renewals for Florida Power & Light's St. Lucie nuclear units, extending Unit 1 to 2056 and Unit 2 to 2063.BP (BP) shares added 0.8%. The company reported Q1 underlying replacement cost profit Tuesday of $1.24 per American depositary share, up from $0.53 a year earlier. Sales and other operating revenue for the quarter totaled $52.26 billion, up from $46.91 billion a year earlier. Analysts polled by FactSet expected $49.4 billion.
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Australia
Top Cryptocurrencies Mixed; Bitcoin Holds Above $76,000 Level
Major digital assets were mixed Tuesday, with Bitcoin (BTC-USD) lower but holding above the $76,000 level.The CoinDesk Market Index, which tracks dozens of digital assets including Bitcoin, fell almost 0.3% in the past 24 hours. The Nasdaq 100 decreased 1%, the S&P 500 fell 0.5%, and the Dow Jones Industrial Average was down 0.1%.Bitcoin fell 0.7% to $76,316, according to CoinMarketCap data. The most popular cryptocurrency's 24-hour trading volume declined 18.3% to $32.51 billion.Ethereum (ETH-USD), the second-largest digital asset by market value, added 0.7% to $2,302.XRP (XRP-USD) dropped 0.5%, BNB (BNB-USD) rose 0.1%, and Solana (SOL-USD) fell 0.3%. Dogecoin (DOGE-USD) gained 2%, while Cardano (ADA-USD) added 0.8%.The US 10-year Treasury yield stood at 4.351% at 3 p.m. ET Tuesday, up from 4.335% Monday, while the five-year yield rose to 3.981% from 3.947%.The total market value of the cryptocurrency industry dropped 0.4% in the past 24 hours to $2.55 trillion, with trading volume dropping 0.5% to $155.16 billion.Price: $76342.31, Change: $-1025.97, Percent Change: -1.33%
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