-- 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：我们将Amrize未来12个月的目标股价下调7美元至64美元，基于2026年EBITDA预期，EV/EBITDA倍数为12.3倍，低于同业平均水平12.4倍。我们维持2026年每股收益2.75美元的预期不变，但将2027年每股收益预期下调0.02美元至3.15美元。Amrize公布的2026年第一季度业绩喜忧参半，建筑材料业务的强劲增长被建筑围护结构业务的疲软所抵消。水泥和骨料销量的强劲增长反映了数据中心和商业建筑的潜在需求强劲，管理层预计这一需求将在全年持续。然而，由于需求疲软、价格压力和运营中断，建筑围护结构业务表现不佳，凸显了4月份实施并宣布将于5月至6月实施的激进定价措施在短期内可能面临的执行风险。我们认为重申的 2026 年业绩指引是可以实现的，但这需要建材领域的销量在价格上涨后保持稳定，而建筑围护结构必须成功应对成本上涨。
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Top Cryptocurrencies Rise; Bitcoin Tops $79,000
Major digital assets rose Monday with Bitcoin (BTC-USD) topping $79,000.The CoinDesk Market Index, which tracks dozens of digital assets including Bitcoin, rose almost 1.1% in the past 24 hours. The Nasdaq 100 was down 0.2%, the S&P 500 dropped 0.4%, and the Dow Jones Industrial Average fell 1.1%.Bitcoin rose 1.5% to $79,974, according to CoinMarketCap data. The most popular cryptocurrency's 24-hour trading volume increased 218.2% to $56.37 billion.Ethereum (ETH-USD), the second-largest digital asset by market value, climbed 0.9% to $2,355.XRP (XRP-USD) rose 0.2%, BNB (BNB-USD) gained 0.9%, and Solana (SOL-USD) added 0.02%. Dogecoin (DOGE-USD) increased 1.4%, while Cardano (ADA-USD) was down 0.1%.The US 10-year Treasury yield stood at 4.447% at 3 p.m. ET Monday, up from 4.375% Friday, while the five-year yield rose to 4.093% from 4.018%.The total market value of the cryptocurrency industry rose 1% in the past 24 hours to $2.64 trillion, with trading volume gaining 1.4% to $161.45 billion.Price: $79987.50, Change: $+1444.07, Percent Change: +1.84%
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Commodities
New Jersey Resources Reports Q1, Boosts CAPEX Outlook to $5.2B, Targets 7-9% Growth
New Jersey Resources (NJR) reported Q1 earnings Monday, highlighting a multi-year growth plan targeting 7% to 9% earnings expansion, supported by a capital program of $4.8 billion to $5.2 billion through 2030.The company is expanding its utility footprint with 592,455 customers across six New Jersey counties and expects to add 7,000 to 9,000 new customers annually, driven by construction and conversions, NJR said.NJR is advancing its solar platform with about 489 megawatts of installed capacity and a development pipeline of roughly 1.2 gigawatts, while it has already placed about 9.7 MW in service year to date in fiscal 2026, the company added.The company plans capital spending of $775 million to $930 million in fiscal 2026 and $870 million to $1.0 billion in fiscal 2027, according to the company.NJR is expanding storage and transportation capacity through projects such as Leaf River, which aims to increase working gas capacity by over 70% from about 32 Bcf to more than 55 Bcf, the company said.The company is also growing midstream and infrastructure assets, including Adelphia Gateway and Steckman Ridge, while targeting long-term demand growth supported by energy services, solar expansion, and pipeline investments, it said.Price: $56.08, Change: $+0.08, Percent Change: +0.14%
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Sector Update: Consumer Stocks Fall Late Afternoon
Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) decreasing 0.8%.In corporate news, Norwegian Cruise Line (NCLH) shares slumped more than 8%. The company lowered its full-year earnings outlook on Monday amid higher fuel costs and weak consumer demand due to the Middle East conflict, while its Q1 revenue fell short of market estimates.Amazon.com (AMZN) said it has launched Amazon Supply Chain Services, opening its logistics network to businesses. Amazon shares rose 1.2%, while FedEx (FDX) and United Parcel Service (UPS) each fell 9.8% and 10% respectively.GameStop (GME) has proposed to acquire eBay (EBAY) in a cash-and-stock deal worth about $55.5 billion. GameStop fell more than 9%, and eBay jumped 5%.Tyson Foods' (TSN) fiscal Q2 results surpassed Wall Street's expectations, lifted by price and volume gains in the chicken and prepared foods segments. Its shares climbed 7%.
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