-- 美國銀行證券週四在一份報告中指出，隨著霍爾木茲海峽持續關閉，市場供應趨緊的風險可能在下半年和2027年加劇，Nutrien (NTR)或將從中受益。 報告指出：“在印度和巴西的關鍵採購期開始之前，全球化肥貿易正常化的窗口期很短，而霍爾木茲海峽的長期封鎖越來越可能導致錯失這一窗口。” 報告也指出，如果買家面臨產品空頭頭寸，下半年和2027年糧食市場的化肥價格預測有上行風險。 報告指出：「需要明確的是，我們尚未達到那種程度，但風險正在增加，而Nutrien的股價目前仍處於衝突前的水平。」報告補充說，這為尋求衝突風險敞口的投資者創造了機會。 美國銀行將Nutrien的評級從“中性”上調至“買入”，目標價為82美元。
Price: $75.38, Change: $+1.25, Percent Change: +1.69%
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
Meta Platforms (META) CEO Mark Zuckerberg and Apple (AAPL) CEO Tim Cook are not pursuing a bid for the National Football League's Seattle Seahawks, Bloomberg reported on Thursday, citing company and industry sources.A Meta spokesperson said Zuckerberg is not making any investment or bid for the team, while a person familiar with Cook's plans denied his involvement, the report said.Meta and Apple did not immediately respond to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $616.43, Change: $-52.69, Percent Change: -7.87%
Axsome Therapeutics (AXSM) said Thursday the US Food and Drug Administration approved Auvelity for the treatment of agitation associated with Alzheimer's disease dementia.The approval was supported by two phase 3 clinical trials that showed the drug significantly improved agitation symptoms and resulted in a longer time to relapse compared with placebo.The medication acts on N-methyl-D-aspartate and sigma-1 receptors in the brain and is also approved for adults with major depressive disorder, the company added.Shares of Axsome were up more than 12% in Thursday trading.Price: $206.45, Change: $+22.50, Percent Change: +12.23%