-- 美国银行证券周四在一份报告中指出，Meta Platforms (META) 不断增加的投资引发了人们对其回报的担忧，但该公司在人工智能领域的执行力以及即将推出的产品可能会提振市场乐观情绪。 报告指出，Meta Platforms 将 2026 年的资本支出预期从之前的 1150 亿美元至 1350 亿美元上调至 1250 亿美元至 1450 亿美元。该公司公布的第一季度业绩为每股摊薄收益 10.44 美元，营收 563.1 亿美元，均同比增长。 美国银行证券表示，Meta Platforms 的人工智能投资周期比预期更大，但该公司不断增长的人工智能能力可能会带来新的机遇。该券商补充说，内部人工智能模型可以改善这家社交媒体巨头的核心业务。 美国银行证券将 Meta Platforms 的目标股价从 820 美元上调至 835 美元，并重申了“买入”评级。
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The European Commission issued new energy recommendations Thursday, aiming to shield vulnerable households and boost consumer-driven supply and participation in clean energy, it said.The Commission introduced measures to protect vulnerable households from disconnections and help consumers better manage energy contracts amid ongoing price volatility, it said.The recommendations also encourage households and communities to generate and share their own energy, supporting wider adoption of cleaner power sources, the Commission said.These steps form part of the Citizens' Energy Package and the AccelerateEU plan, which aim to address the ongoing fossil fuel crisis and strengthen energy resilience, the Commission added.The Commission is focusing on building a more inclusive and sustainable system by helping consumers make informed energy choices and limiting risks tied to supplier failures, it said.It is also urging member states to speed up the development of energy communities and expand self-consumption models to support the clean energy transition.Energy Commissioner Dan Jorgensen said rising global tensions continue to drive energy price volatility, reinforcing the need to accelerate Europe's shift toward a secure and sustainable system.The Commission will work with Member States and stakeholders to implement the measures, offering technical support and tracking progress to ensure effective adoption, it said.
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.