-- 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：HUM公布了2026财年第一季度业绩，调整后每股收益为10.31美元，高于市场预期的10.20美元，但同比下降11%；营收为396亿美元，高于市场预期的394亿美元，同比增长23.5%。保险业务的福利比率为89.4%，同比下降200个基点，主要受2026财年星级评级下调以及在成功的年度选举期后医疗保险优势计划（MA）会员增长约25%的影响。我们认为，与已有的投保人群相比，新加入MA的会员通常享有更高的福利比率。我们认为，随着HUM继续推进其长期复苏计划，这份报告标志着公司向更加稳定的发展迈出了坚实的一步。 HUM重申了2026年全年调整后每股收益预期至少为9.00美元，这意味着该公司正在执行一项旨在到2028年实现显著盈利复苏的多年转型计划，预计全年每股收益将下降近50%。我们注意到，自3月份的低点以来，该公司股价已上涨约40%，与健康保险公司整体的大幅上涨趋势一致。
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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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