-- 周五下午晚些时候,金融股走软,纽约证券交易所金融指数和道富金融精选行业SPDR ETF(XLF)均下跌约0.2%。 费城住房指数下跌1.2%,道富房地产精选行业SPDR ETF(XLRE)下跌0.1%。 比特币(BTC-USD)上涨2.8%至78,463美元,10年期美国国债收益率下降1.2个基点至4.378%。 经济新闻方面,标普全球美国4月制造业指数从初值54.0小幅上调至54.5,而彭博社调查显示市场预期该指数将保持不变。 供应管理协会(ISM)美国4月制造业指数与3月的52.7持平,低于彭博社调查显示预期的53.2。 监管新闻方面,据美国管理和预算办公室的一份文件显示,美国证券交易委员会(SEC)提出的允许上市公司每年发布两次业绩报告而非每季度发布一次的提案已通过白宫审查。 行业新闻方面,据彭博社报道,尼日利亚支付平台Opay Digital Services已聘请花旗集团(C)、德意志银行(DB)和摩根大通(JPM)担任顾问,为其在美国进行首次公开募股(IPO)做准备。 公司新闻方面,BayFirst Financial(BAFN)股价在周四晚间公布第一季度亏损扩大且营收下降后,下跌超过25%。 UWM(UWMC)周四发布公开信,敦促Two Harbors Investment(TWO)的股东向董事会施压,接受其每股12美元的收购要约,高于此前11.30美元的报价。Two Harbors股价上涨超过8%,UWM股价上涨3.5%。 Cboe Global Markets (CBOE) 股价上涨超过 8%,此前该公司公布了第一季度调整后盈利和营收均高于预期。 Aon (AON) 周五公布的第一季度调整后每股收益为 6.48 美元,高于去年同期的 5.67 美元。FactSet 调查的分析师预期为 6.37 美元。Aon 股价上涨 0.3%。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Invesco Ltd.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $2 to $29, valuing IVZ shares at 9.5x our 2027 adjusted EPS estimate of $3.05 and at 10.9x our 2026 EPS estimate of $2.65 (lowered today by $0.05), versus the one-year average forward multiple of 10x and a bifurcated peer average of 16x. Invesco delivered Q1 2026 adjusted EPS of $0.57, missing our $0.62 estimate but near the $0.58 consensus, while posting its 11th consecutive quarter of positive organic growth with $21.8B in net long-term inflows. Investment management fees surged 25.6% Y/Y to $1.38B due to the QQQ conversion benefits and higher average AUM, though service fees declined 18.6% due to QQQ's structural changes. We view the QQQ conversion as materializing as expected, contributing meaningfully to revenue growth while demonstrating IVZ's ability to capture more fee revenue from its flagship product. Currently trading at 9.7x our 2026 EPS estimate and yielding 3.3%, we view the shares as undervalued.
US Oil Update: Futures Slide on Hopes for US-Iran Talks, Hormuz Reopening
Crude oil futures retreated in after-hours trading on Friday after reports that Iran had sent a new peace proposal to the US via Pakistani mediators, easing fears of a further supply disruption from the Middle East and raising hopes for the reopening of the Strait of Hormuz.Front-month West Texas Intermediate crude futures slipped by 2.45% to $102.50 per barrel, while Brent futures were down by 1.21% to $109.06/bbl.On Friday, President Trump sent letters to Congress explaining that, due to the ceasefire, he doesn't need its authorization for military operations in Iran, even though the conflict hit the 60-day mark this week."On April 7, 2026, I ordered a 2-week ceasefire. The ceasefire has since been extended. There has been no exchange of fire between United States Forces and Iran since April 7, 2026. The hostilities that began on February 28, 2026, have terminated," Trump said in letters to the House and the Senate.Trump said that despite the success of US operations against Iran and continued efforts to secure peace, the threat posed by Tehran to the US and its forces remains significant.The IRGC Navy command said it will enforce "new rules" over waters near Iran's coast in the Arabian Sea and the Hormuz, making it "a source of security and prosperity for the region."Iran reportedly sent its latest proposal for negotiations with the US to Pakistani mediators on Thursday, according to media reports, as Trump threatens to maintain the blockade of Iranian ports amid behind-the-scenes diplomacy to end the Middle East conflict.The US reportedly sent its list of amendments on Monday to reinsert the nuclear issue into the agreement under discussion, with one of the amendments demanding that Iran commit to not attempting to move any enriched uranium.On Friday, the US Department of the Treasury's Office of Foreign Assets Control said it could sanction vessels that pay tolls to Iran for safe transit through the Strait of Hormuz, even if those payments are made in the form of charitable donations to Iranian NGOs.The Department said Iranian demands for toll payments may include fiat currency, digital assets, offsets, informal swaps, or charitable donations made to the Iranian Red Crescent Society, Bonyad Mostazafan, or Iranian embassy accounts.Traffic through the Hormuz was cut by half on April 30 to seven crossings from the previous day, with traffic split between four commercial and three non-commercial movements, according to Kpler.
Research Alert: CFRA Maintains Buy Rating On Shares Of Illumina
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $161 from $140, 31x our 2026 EPS estimate (up to $5.18 from $5.13; 2027 estimate up to $5.89 from $5.81), a premium to ILMN's one-year historical forward average of 24x. We were encouraged by ex-China organic sales rising ~3.5% Y/Y in Q1, while adjusted operating margin rose 150 bps Y/Y to 21.9%. We look positively on recent Congressional action to modestly increase the National Institutes of Health (NIH) budget (~1%) rather than the dramatic cuts initially feared by investors, though ILMN's guidance implies continued pressure in academic end markets in 2026. Excluding China, sequencing consumables within research and applied was down 12% Y/Y in Q1, though clinical consumables sales rose 20% Y/Y. Positively, ILMN placed over 80 NovaSeq X instruments (up 20 Y/Y) during the quarter, indicating strong momentum.