-- 美国银行证券周四在一份电子邮件报告中指出，康宁公司（GLW）对除光学和太阳能业务以外的其他业务板块发布了较为保守的营收增长预期，同时假设超大规模资本支出将随着时间的推移而放缓。 报告称，康宁公司提高了“跳板计划”（Springboard Plan）的目标，并将计划期限延长至2030年。报告显示，康宁公司目前预计，在其高信心计划下，到2028年第四季度，年化销售额将达到270亿美元；在其内部计划下，年化销售额将达到300亿美元。 报告还指出，管理层维持了20%或更高的营业利润率目标，因为需要扩大产能以支持预期的营收增长。美国银行预计康宁公司将逐步提高营业利润率目标。 鉴于营收目标提高但营业利润率保持不变，美国银行预测康宁公司到2030年每股收益将达到10.42美元。 美国银行维持对康宁公司的“买入”评级，并将目标价从186美元上调至223美元。
Price: $181.67, Change: $+0.10, Percent Change: +0.06%
Northern Graphite (NGC.V) on Thursday said istarted work to relocate a processing plant in Namibia to the Okanjande mine site as it advances plans to restart production in late 2027.The company awarded a contract to Rotary Engineering Services, based in Namibia, to dismantle the remaining plant infrastructure at the former Okorusu site and transport it to the Okanjande mine site for reassembly. Work is expected to be completed by the end of June."It puts us on a clear path toward supplying our planned joint venture BAM facility in Yanbu, Kingdom of Saudi Arabia, which is targeted for initial production in 2028, supporting Northern's broader mine-to-battery strategy," said Chief Executive Hugues Jacquemin.The Okanjande operation is currently on care and maintenance, with a targeted restart of production in late 2027, subject to financing, it said. Graphite produced from Okanjande is expected to supply both traditional industrial markets, including refractory applications for steelmaking, heat management in electronics, and friction products for the automotive sector, as well as the growing national security and battery materials markets.Shares of the company were last seen up $0.015 to $0.165 on the TSX Venture Exchange.Price: $0.17, Change: $+0.02, Percent Change: +10.00%
Price: $10.78, Change: $-0.11, Percent Change: -1.04%
Broad Market IndicatorsBroad-market exchange-traded funds IWM and IVV fell. Actively traded Invesco QQQ Trust (QQQ) eased 0.1%.US equity indexes fell Thursday as investors weighed labor data and Iran's response to a Washington proposal to restart peace talks.EnergyIShares US Energy ETF (IYE) fell 2% and the State Street Energy Select Sector SPDR (XLE) dropped 1.9%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) fell 0.1%; iShares US Technology ETF (IYW) climbed 0.1%, and iShares Expanded Tech Sector ETF (IGM) fell 0.3%.The State Street SPDR S&P Semiconductor (XSD) shed 1.6%, and iShares Semiconductor (SOXX) lost 2.5%.FinancialThe State Street Financial Select Sector SPDR (XLF) fell 0.4%. Direxion Daily Financial Bull 3X Shares (FAS) dropped 1.3%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), gained 1.1%.CommoditiesCrude oil rose 0.7%, and the United States Oil Fund (USO) gained 0.1%. Natural gas and the United States Natural Gas Fund (UNG) each increased 2.4%.Gold on Comex rose 0.6%, and the State Street SPDR Gold Shares (GLD) advanced 0.4%. Silver jumped 4%, and iShares Silver Trust (SLV) gained 3%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) decreased 0.5%. The Vanguard Consumer Staples ETF (VDC) shed 0.4%, and iShares Dow Jones US Consumer Goods (IYK) declined 0.6%.The State Street Consumer Discretionary Select Sector SPDR (XLY) was little changed. VanEck Retail ETF (RTH) fell 0.7%, and the State Street SPDR S&P Retail (XRT) declined 1.4%.Health CareThe State Street Health Care Select Sector SPDR (XLV) fell 0.8%, iShares US Healthcare (IYH) dropped 1%, and Vanguard Health Care ETF (VHT) declined 1.1%. IShares Biotechnology ETF (IBB) tumbled 2.8%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) lost 1.1%. Vanguard Industrials Index Fund (VIS) dropped 1.2% and iShares US Industrials (IYJ) shed 0.7%.CryptocurrencyIn midday activity, bitcoin (BTC-USD) declined 2.2%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) fell 2.1%, ProShares Ether ETF (EETH) dipped 2.6%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was 2.4% lower.