-- 周四午盘，美国股市涨跌互现，投资者正在权衡伊朗计划在4月份裁员人数激增至2009年以来第三高位的消息，以及伊朗对华盛顿重启和平谈判提议的回应。 纳斯达克综合指数上涨0.6%，报25,981.1点，盘中一度触及26,036.38点的历史新高。标普500指数上涨0.1%，报7,374.7点，盘中早些时候曾触及7,385.02点的历史新高。道琼斯工业平均指数则下跌0.2%，报49,830.5点，此前一度短暂突破50,000点大关。该指数的历史最高点为50,512.79点。 据路透社周四援引消息人士和官员的话报道，美国和伊朗正朝着达成一项临时协议的方向发展，以停止战争。德黑兰方面正在审查一项旨在停止战斗但保留最具争议问题悬而未决的提案。 《华尔街日报》报道称，两国正与调解人合作，制定一份旨在重启霍尔木兹海峡开放谈判的框架文件，谈判可能于下周在巴基斯坦举行。 受市场预期霍尔木兹海峡将重新开放的影响，西德克萨斯中质原油期货下跌3.2%至每桶92.06美元，布伦特原油期货下跌3%至每桶98.20美元。霍尔木兹海峡是全球约五分之一原油运输的咽喉要道。 经济新闻方面，Challenger, Gray & Christmas公司周四表示，美国雇主4月份宣布裁员83387人，比3月份增加38%。这家全球职业安置公司补充说，此前的两个最高纪录分别是 2025 年 4 月的 105,441 个裁员岗位和 2020 年 4 月的 671,129 个裁员岗位。
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Earnings Flash (JWEL.TO) Jamieson Wellness Posts Q1 Adjusted EPS C$0.17 per Share; Diluted EPS $0.21
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Research Alert: CFRA Lowers Opinion On Shares Of Papa John's International To Hold From Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
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Earnings Flash (CRWV) CoreWeave Posts Q1 Per Share Loss $-1.40, vs. FactSet Est of Loss $-1.18
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