-- 週二午盤交易中,美國股指上漲,此前美國國防部長皮特·赫格塞斯表示,與伊朗達成的停火協議仍然有效,導致原油期貨價格下跌。 那斯達克指數上漲0.9%,至25,295.1點,盤中一度觸及25,335.40點的歷史新高。標普500指數上漲0.7%,至7,252.3點;道瓊工業指數上漲0.5%,至49,187.7點。 國防部長皮特·赫格塞斯在周二上午的新聞發布會上表示,與伊朗的停火協議仍然有效,並承諾將繼續推進開放霍爾木茲海峽的工作。霍爾木茲海峽是全球約五分之一原油運輸的咽喉要道。 根據《華爾街日報》報道,在五角大廈記者會上,參謀長聯席會議主席丹凱恩將軍表示,伊朗的軍事行動並未達到重啟戰爭的程度。 “任何對手都不應將我們目前的克制誤解為缺乏決心。” 此前,德黑蘭於週一襲擊了霍爾木茲海峽和阿聯酋,加劇了人們對伊朗停火協議可能破裂的擔憂。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天關鍵期限。 西德州中質原油期貨下跌4%,至每桶102.18美元;布蘭特原油期貨下跌3.1%,至每桶110.92美元。
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Research Alert: CFRA Maintains Buy Opinion On Shares Of Aercap Holdings N.v.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $10 to $174, or 9.3x our 2027 EPS estimate, in line with AER's three-year average forward P/E of 9.2x. After a strong Q1, we increase our 2026 EPS estimate by $0.80 to $17.05 and our 2027 EPS forecast by $1.11 to $18.76. AER reported record Q1 adjusted net income of $889 million ($5.39/share), beating consensus by 45%, and delivered a 19.4% adjusted ROE. Management raised full-year 2026 adjusted EPS guidance (excluding additional asset sales) to $14.50 (from $13-$14 previously) and announced a new $1 billion share repurchase program. AER's portfolio is well positioned, with 81% new technology aircraft, limiting exposure to potential older aircraft retirements if elevated fuel prices persist. Management secured 110 A320neo aircraft orders with attractive 2028+ delivery slots by leveraging its engine leasing leadership. Despite geopolitical headwinds, demand for aviation assets remains robust, with 87% lease extension rates and strong sales margins (24% unlevered gain).
US Equity Indexes Rise, Crude Oil Slides As Iran Ceasefire Stays Intact
US equity indexes rose after midday Tuesday as crude oil futures slumped after Defense Secretary Pete Hegseth said the ceasefire agreement with Iran remains in force.The Nasdaq Composite was 0.9% higher at 25,304.2, after touching a record 25,335.40 intraday. The S&P 500 climbed up 0.8% to 7,258.5, and the Dow Jones Industrial Average advanced 0.6% to 49,225.1.All sectors except financials and communication services rose. Materials, technology, and industrials led the gainers.At a Pentagon briefing Tuesday, Gen. Dan Caine, chairman of the Joint Chiefs of Staff, said Iran's military actions didn't rise to the level of restarting the war, according to The Wall Street Journal.Hegseth, speaking at the same press conference, promised to press ahead with opening the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows.The statements follow Tehran's strikes in Hormuz and the United Arab Emirates amid rising tensions on Monday, fueling concern that the ceasefire was at risk.West Texas Intermediate crude oil futures dropped 4.2% to $102.23, and Brent crude futures slumped 3.8% to $110.61.US Treasury yields fell, with the 10-year down 2.8 basis points to 4.42%, retreating from its highest level in about a month. Two-year yield slid 2.4 basis points to 3.94%.In precious metals, gold futures climbed 0.8% to $4,571.8, and silver futures rose 0.1% to $73.56.In economic news, US job openings fell to 6.866 million in March from 6.922 million in February, according to the Bureau of Labor Statistics, versus the 6.850 million expected in a Bloomberg-compiled poll. The March level represents 4.1% of total employment, down from 4.2% in February and a year ago.The Institute for Supply Management's US services index declined to 53.6 in April from 54.0 in March, versus expectations for 53.7 in a Bloomberg survey.In company news, Intel (INTC) shares soared 14%, the top performer on the S&P 500 and the Nasdaq, after Bloomberg reported that Apple (AAPL) has held early discussions with the company and Samsung Electronics on producing key device processors in the US.Huntington Ingalls Industries (HII) shares were down 11%, the steepest decline on the S&P 500, following its Q1 results.Shopify (SHOP) reported a Q2 revenue outlook that implied a sequential slowdown in annual growth. Its shares tumbled 14%, the worst performer on the Nasdaq.
Top Midday Decliners
GeneDx (WGS) sank 50% amid heavy trading after the company reported late Monday a swing to Q1 adjusted loss and lowered its 2026 revenue outlook.More than 8.1 million shares of the company traded intraday compared with a daily average of about 753,000.BellRing (BRBR) reported fiscal Q2 adjusted earnings and sales below market expectations and lowered its full-year 2026 net revenue guidance on Tuesday.Shares slipped 41% following a surge in intraday trading volume to over 16 million from a daily average of about 3.6 million.Huntington Ingalls Industries (HII) shares fell 12% in Tuesday trading after reporting flat Q1 earnings per share.Over 798,000 shares traded intraday versus a daily average of roughly 487,000.Price: $34.22, Change: $-33.71, Percent Change: -49.63%