-- 週二,美國股市指數上漲,此前阿聯酋報告稱遭到伊朗新的襲擊,而據報道,美國國務卿馬可·盧比奧表示,針對德黑蘭的戰鬥已經“結束”,原油期貨價格下跌。 那斯達克指數上漲1%,收在25326.13點,盤中一度觸及25361.05點的歷史新高。標普500指數上漲0.8%,收在7,259.22點;道瓊工業指數上漲0.7%,收在49298.25點。所有板塊均上漲,其中材料和科技板塊領漲。 路透社報道,阿聯酋週二表示,該國連續第二天遭到伊朗飛彈和無人機的攻擊。然而,根據美國有線電視新聞網(CNN)報道,美國國務卿馬可·盧比奧週二表示,2月針對伊朗發起的軍事行動已經結束。他表示,美國在停火期間的軍事行動是「防禦性行動」。 根據《華爾街日報》報道,參謀長聯席會議主席丹凱恩將軍週二在五角大廈舉行的新聞發布會上表示,伊朗週一的軍事行動並未達到重啟戰爭的程度。國防部長皮特·赫格塞斯在同一新聞發布會上表示,伊朗停火協議仍然有效,並承諾將繼續推進霍爾木茲海峽的開放工作。霍爾木茲海峽是全球約五分之一原油運輸的咽喉要道。 此前,德黑蘭週一在霍爾木茲海峽和阿聯酋富查伊拉發動了襲擊,加劇了人們對華盛頓和德黑蘭之間停火協議岌岌可危的擔憂。據哥倫比亞廣播公司新聞報道,本月早些時候,唐納德·特朗普總統告訴國會領導人,與伊朗的“敵對行動”已經“結束”,這符合一項旨在限制未經國會授權使用武力的、已有數十年曆史的法律規定的60天最後期限。 西德州中質原油期貨下跌3.9%,至每桶102.27美元;布蘭特原油期貨下跌3.1%,至每桶110.83美元。 美國公債殖利率下跌,10年期公債殖利率下跌2個基點至4.43%,從近一個月來的最高水準回落。 2年期公債殖利率下跌1.8個基點至3.94%。 經濟方面,根據美國勞工統計局數據顯示,3月美國職缺數量從2月的692.2萬個降至686.6萬個,低於彭博社先前調查的685萬個。 3月份的職缺數量佔總就業人數的4.1%,低於2月份的4.2%,也低於去年同期的4.2%。 同時,美國供應管理協會(ISM)的美國服務業指數從3月的54.0降至4月的53.6,低於彭博社總結的調查預期值53.7。 公司新聞方面,英特爾(INTC)股價飆漲13%,成為標普500指數、那斯達克指數中漲幅第二大的股票。先前彭博社報道稱,蘋果(AAPL)已與英特爾和三星電子就在美國生產關鍵設備處理器進行了初步磋商。 亨廷頓英格斯工業公司(HII)公佈的第一季獲利與上季持平。其股價下跌10%,成為標普500指數中跌幅最大的股票。 Shopify(SHOP)公佈的第二季營收預期暗示其年度成長將環比放緩。其股價暴跌16%,成為納斯達克指數中表現最差的股票。 貴金屬價格漲跌互現,黃金期貨上漲0.8%,至每盎司4,569.6美元。白銀期貨上漲0.1%,至每盎司73.58美元,此前該價格在早盤交易中走高。
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Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from CAD4.20 to CAD6.40, applying a price-to-sales multiple of 13x our 2026 sales-per-share view (CAD0.49 using a USD/CAD exchange rate of 0.73x). We adjust our 2026 loss per share (LPS) estimate to -USD0.19 from -USD0.23 and our 2027 LPS view to -USD0.11 from -USD0.15. BLDP reported Q1 2026 revenue of USD19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to USD5.1M) and stationary power (up 775% to USD5.2M), though Bus revenue declined 46% to USD6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to USD52.8M, while the total backlog fell 5% to USD112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.
Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from $3.00 to $4.70, applying a price-to-sales multiple of 13x our 2026 sales-per-share view of $0.36. We adjust our 2026 loss per share (LPS) estimate to -$0.19 from -$0.23 and our 2027 LPS view to -$0.11 from -$0.15. BLDP reported Q1 2026 revenue of $19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to $5.1M) and stationary power (up 775% to $5.2M), though Bus revenue declined 46% to $6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to $52.8M, while the total backlog fell 5% to $112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.