-- 周一盘前，医疗保健类股小幅走高，道富医疗保健精选行业SPDR ETF (XLV) 和iShares生物科技ETF (IBB) 均小幅上涨。 两家公司宣布，Organon (OGN) 已同意被Sun Pharmaceutical Industries以每股14美元的价格收购，交易将以全现金方式进行，企业估值达117.5亿美元。Organon股价盘前上涨超过17%。
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US Markets
Restaurant Trends Likely Slowed to Exit First Quarter, UBS Says
Strong underlying trends across the US restaurant sector likely slowed toward the end of the first quarter, with an uncertain and a weak consumer environment expected to drive conservative guidance, UBS Securities said in a note on Monday."We expect (first-quarter) results to highlight generally solid underlying trends across much of the sector, but anticipate slower trends to exit the quarter and into (the second quarter so far)," UBS analyst Dennis Geiger said in the note.Management commentary will be a key focus given the impact of holiday calendar shifts, tax rebates and elevated gas prices, Geiger said. Energy prices have spiked because of the US-Israel war with Iran that has disrupted shipments through the Strait of Hormuz, a critical shipping route."We anticipate still generally conservative (2026) guidance given above (average) uncertainty in the industry backdrop," Geiger wrote.US consumer sentiment improved from an initial April estimate, but remained at a record low as near-term inflation expectations logged the biggest monthly increase in a year, final University of Michigan survey results showed Friday."Sentiment is unlikely to improve unless supply constraints are lifted or energy costs decline," according to the UBS note.Retail sales at restaurants and bars almost stalled sequentially in March, government data showed last week.Results across restaurants should largely be positive, especially when excluding the impacts of weather conditions, but "performance bifurcation among brands should remain reasonably wide again" during this reporting cycle, Geiger wrote.Starbucks' (SBUX) investors expect the company to lift its US same store sales target for this year following a second-quarter beat, according to UBS. Wingstop (WING) is seen lowering its comparable sales outlook after reporting a bigger-than-expected decline in the first quarter.The outlook for Cheesecake Factory (CAKE) and Chipotle Mexican Grill (CMG) will likely be maintained.Price: $98.64, Change: $-0.03, Percent Change: -0.03%
$CAKE$CMG$SBUX$WING
Australia
Hilton, Marriott Gain as US Hotel RevPAR Tops Forecasts, BofA Says
Hilton Worldwide (HLT) and Marriott International (MAR) were among the top performers in the lodging sector in Q1, as stronger-than-expected US revenue per available room drove sector upgrades, BofA Securities said in a Monday note.BofA said US RevPAR rose 3.8% in Q1, with hotel C-corps tracking about 80 basis points ahead of Street expectations, supported by resilient leisure demand and improving pricing trends across key segments.Hilton and Marriott tracked above consensus RevPAR forecasts for the quarter, with Hilton up about 2.8% and Marriott about 3%, BofA said. Choice Hotels International (CHH) was slightly negative but still outperformed relative to Street estimates, according to the report.Across the broader sector, the bank raised 2026 EBITDA estimates by about 30 basis points on average, citing a stronger-than-expected Q1 start, with gains led by luxury and resort segments, while economy and midscale chains remained weaker but are expected to improve as comparisons ease later in the year.Among lodging REITs, performance also exceeded expectations, with RevPAR rising about 2.5% in Q1, roughly 60 basis points above consensus, led by select-service and higher-end hotel REITs amid continued strength in leisure and urban travel demand, BofA added.BofA has buy ratings on Marriott and Hilton, with price targets of $395 and $375, respectively, while Choice is rated underperform with a $120 price target.Price: $333.49, Change: $-2.14, Percent Change: -0.64%
$CHH$HLT$MAR
Australia
TeraWulf's Expanded Power Volumes to Drive Growth Upside, Morgan Stanley Says
TeraWulf (WULF) and Cipher (CIFR) have significant base case upside as bitcoin-to-data-center conversion valuations are looking "increasingly attractive," Morgan Stanley said in a Monday note on Bitcoin mining companies.TeraWulf is set to drive growth upside as its expanded power volumes in its Maryland and Kentucky sites enable it to further develop data center capacity for artificial intelligence firms, Morgan Stanley analysts said. They noted that the company continues to close deals for building and leasing powered facilities for big AI players, including Alphabet's (GOOG, GOOGL) Google.The company's Q1 financial results show the significant progress in its conversion plans, with over half of its revenue coming from high-performance computing hosting, with more compute capacity expected to come online in Q2 and throughout the rest of the year, according to the note.The upward revision in TeraWulf's valuation comes from about $4 billion in extra value generated by the acquisition of additional megawatts of power capacity, partially offset by around a $600 million reduction in cash committed to building out new sites, the note said.Morgan Stanley kept the company's stock rating at overweight and raised the price target to $41.50 from $37.Price: $20.23, Change: $+0.23, Percent Change: +1.15%
$CIFR$GOOG$GOOGL$WULF