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行业动态:金融股午后上涨

-- 周一下午晚些时候,金融股普遍上涨,纽约证券交易所金融指数上涨1%,道富金融精选行业SPDR ETF(XLF)上涨1.6%。 费城住房指数上涨0.9%,道富房地产精选行业SPDR ETF(XLRE)小幅下跌。 比特币(BTC-USD)上涨3.3%至73,042美元,10年期美国国债收益率下降2个基点至4.297%。 经济新闻方面,美国全国房地产经纪人协会周一公布的数据显示,3月份美国成屋销售速度经季节性调整后的年化率为398万套,低于2月份的413万套,降幅为3.6%。彭博社截至美国东部时间上午7:30汇总的调查显示,此前市场预期降幅较小,为405万套。 在行业新闻方面,贝莱德(BlackRock,股票代码:BLK)将美国股票评级从“中性”上调至“增持”,理由是近期美伊会谈表明各方有经济动力结束冲突。贝莱德周一在其每周评论报告中表示:“几周前,中东冲突导致我们降低风险敞口并将美国股票评级调整为‘中性’,此后我们发出两个信号,表明可以提高风险承受能力。首先,有迹象表明可能重启霍尔木兹海峡航运的行动正在发生。其次,有迹象表明任何持续的宏观经济影响都已得到控制。我们将密切关注这两个方面的进展。此外,即使在冲突期间,企业盈利预期仍然上调,部分原因是人工智能主题的推动。” 在公司新闻方面,汇丰银行(HSBC)股价上涨0.8%,此前该公司周一宣布,已在美国推出代币化存款服务,这是其扩大数字货币产品计划的一部分。 据彭博社报道,高盛(GS)在盘前公布了高于预期的第一季度盈利和净收入后,将在美国投资级债券市场推出新的三期债券发行,期限从四年到八年不等。高盛股价下跌1.4%。 据彭博社报道,黑石集团(BX)正与I Squared Capital合作,计划收购德国媒体集团Stroer的核心广告业务。黑石集团股价上涨5.8%。 据彭博社报道,KKR(KKR)表示,其房地产部门计划大幅增加在日本的房地产收购,目标市场规模估计约为450万亿日元(2.8万亿美元),因为企业正越来越多地剥离非核心资产。KKR股价上涨7.3%。

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