-- 週三 3:00 對陣 週二 3:00 2 年 99-21 對 99-26；勝率 3.926% 對 3.842% 5 年 99-09 對 99-16+；勝率 4.056% 對 3.981% 10 年 97-24 對 98-06+；勝率 4.409% 對 4.351% 30 年 96-13 對 97-00；勝率 4.979% 對 4.941% 2/10 48.031 bps 對 50.633 bps 5/30 92.231 bps 對 95.813 bps
Related Articles
Research
Research Alert: F: Q1 Well Ahead Of Expectations, But Revised Guidance Raises Questions
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ford (F) posted Q1 adjusted EPS of $0.66 vs. $0.14, well ahead of the $0.19 consensus. The beat was driven by stronger-than-expected sales and margins, as automotive revenue rose 6.4% to $39.82B ($1.0B ahead of consensus) and adjusted EBIT margin expanded 560 bps to 8.1%. Results included a $1.3B one-time IEEPA tariff benefit reflecting amounts paid between March 2025 and February 2026. Ford raised full-year adjusted EBIT guidance to $8.5B-$10.5B from $8.0B-$10.0B, the midpoint of which is well above the $8.87B consensus. Ford's guidance for 2026 adjusted FCF and capex was unchanged at $5B-$6B and $9.5B-$10.5B, respectively. Shares initially surged higher on the beat and increased guidance in after-hours trading, but quickly gave back the gains, as the release begged the question of why Ford didn't raise full-year earnings guidance by an even greater amount in light of the $1.3B IEEPA tariff benefit. It appears to be mainly due to the company's expectation of a greater commodity cost headwind in 2026 (~$2B).
$F
Research
Research Alert: Meta Guides Q2 In Line With Views; Tweaks Capex Spend Higher
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:META posted Q1 revenue growth of 33% to $56.31B, beating our 31% forecast, while diluted EPS of $10.44 (+62% Y/Y) and adjusted EPS of $7.31 exceeded consensus of $7.08. Strong advertising fundamentals drove the beat, with ad impressions growing 19% and average price per ad increasing 12%, demonstrating both reach expansion and pricing power across platforms. The robust performance reflects disciplined operating leverage with margins holding steady at 41% despite 35% cost increases, supported by strong cash generation of $32.23B in operating cash flow. Management guided Q2 revenue of $58B-$61B (25% growth), in line with expectations, while maintaining full-year expense guidance of $162B-169B. We note the modest capex guidance increase to $125B-$145B from $115B-$135B, reflecting higher component pricing and data center costs. Reality Labs losses of $4.03B showed improvement from the prior year's $4.21B, suggesting the segment may be approaching peak losses in our view.
$META
Research
Research Alert: Equinix Q1: Revenue And Affo Miss, Large Ai Deals Fuel $378m Bookings Growth
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EQIX reported Q1 total revenue of $2.44B, up 9.8% Y/Y from $2.23B in the prior year, though falling $66M short of consensus estimates. Colocation revenue grew 12.0% to $1.73B, while Interconnection revenue increased 13.5% to $446M, with Managed Infrastructure remaining flat at $115M and non-recurring revenue declining 18.1% to $113M. The company demonstrated strong underlying momentum with Q1 annualized bookings reaching $378M and record annualized presales of $140M, with approximately 60% of the largest deals being AI-related, highlighting EQIX's strategic positioning to capitalize on the AI megatrend driving data center demand. We expect interconnection revenue growth to accelerate Q/Q in 2026 from the current 13.5% Y/Y pace, a trend that has shown consistent improvement for five consecutive quarters. In our view, this trend positions EQIX well for continued expansion in this high-margin segment as enterprise AI adoption broadens across industries.
$EQIX