-- 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：Dominion Energy公布2026年第一季度运营每股收益为0.95美元，同比增长2.2%，超出市场预期4.4%；营收飙升23%至50.19亿美元，超出预期13%。弗吉尼亚州业务板块贡献了6.7亿美元的运营利润，同比增长1.09亿美元，主要得益于2025年双年度审查的实施、更高的乘客权益回报以及有利的天气条件。受监管电力销售强劲增长4.3%（正常天气条件下），反映了数据中心需求的旺盛，合同容量从48.5吉瓦增至51.0吉瓦。管理层确认2026年每股收益预期为3.45美元至3.69美元，并维持到2030年的5%至7%的长期增长目标，其中2028年至2030年期间更倾向于实现上半部分目标。弗吉尼亚沿海海上风电项目目前已完成75%，176台风力涡轮机中已安装9台，预算略微下调至114亿美元。我们认为，数据中心的持续扩张和基础设施投资将支撑D公司的增长轨迹，但海上风电项目的执行仍是重点关注领域。
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Commodities
EMEA Natural Gas Update: Futures Slip as Iran Sends Fresh Proposal to Washington
European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.
Australia
Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal
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Paychex Raises Quarterly Dividend to $1.19 a Share From $1.08, Payable May 29 to Shareholders of Record as of May 13
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