-- 周四下午交易中,金融股下跌,纽约证券交易所金融指数下跌0.8%,道富金融精选行业SPDR ETF(XLF)下跌约0.7%。 费城住房指数下跌1.5%,道富房地产精选行业SPDR ETF(XLRE)下跌1%。 比特币(BTC-USD)下跌2%至79,831美元,10年期美国国债收益率上涨2.2个基点至4.378%。 经济新闻方面,Challenger, Gray & Christmas周四表示,美国雇主4月份宣布裁员83,387人,高于3月份的60,620人。 企业新闻方面,据彭博社报道,黑石集团(BX)和I Squared正在考虑收购德国媒体集团Stroeer,该收购案对Stroeer的估值可能达到25亿欧元(约合29.4亿美元)。黑石集团股价下跌2%。 花旗集团(C)首席执行官简·弗雷泽(Jane Fraser)周四在花旗投资者日活动上表示,根据该公司发布的演示文稿,花旗预计其有形普通股收益率将在2027年和2028年达到11%至13%,高于目前的10%至11%,并在2029年至2031年进一步升至14%至15%。花旗股价上涨1.5%。 据彭博社报道,摩根大通(JPM)和花旗集团(C)因涉嫌资金转移失败而被中国HY能源公司起诉。摩根大通股价下跌2.3%。
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Teva Pharmaceutical Industries Insider Sold Shares Worth $384,444, According to a Recent SEC Filing
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Research Alert: CFRA Maintains Buy Opinion On Shares Of Doordash, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $2 to $240, based on 30x our 2027 EPS view, just below DASH's three-year average (~32x) given competitive threats from AI and Uber Eats, offset by the company's dominant market position and positive network effects. We raise our 2026 adjusted EPS view by $0.10 to $5.63 and 2027's by $0.06 to $7.99. We are encouraged by DASH's Q2 Marketplace GOV guidance (+36% Y/Y), an encouraging result following relatively soft guidance for Q1, especially given fears of a weakening consumer. International sales continue to scale solidly, with Deliveroo accelerating to 14% Y/Y growth in Q1 vs. 7% growth in Q4 (we expect continued improvement all year). Margin pressure remains (adjusted EBITDA margin -20 bps Y/Y to 2.4%) but should fade as platform integration activities finish up early next year. Adjusted EBITDA guidance (midpoint of $820M) was above expectations ($742M), despite the company expecting another $50M gas relief charge, which should persist amid the Strait of Hormuz closure.
Research Alert: CFRA Keeps Buy Opinion On Shares Of Tyson Foods, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target remains $76, a 15x multiple of projected FY 27 EPS of $5.09 (raised by $0.02). We also lift our FY 26 (Sep.) EPS est. by $0.09 to $4.11. This multiple is slightly above TSN's long-term average of 14x, reflecting favorable secular tailwinds, including a continued shift in consumer preferences toward protein and improved earnings growth potential as the Beef segment recovers, likely in FY 27. Operationally, TSN is executing well, particularly in Chicken, where margins continue to widen, up 290 bps year over year in FQ2. Beef remains pressured by historically tight cattle supplies, with the U.S. herd at its lowest level since 1951, though we expect margins to improve following recent restructuring actions, including rightsizing production to improve capacity utilization. TSN's balance sheet is solid, noting its leverage ratio (net debt/adjusted EBITDA) has now improved to 2.2x vs. 3.9x two years ago. This provides a decent degree of financial flexibility in our view.