-- 周二,纳斯达克综合指数和标普500指数均创下新高,原因是油价回落,交易员们正在消化最新一批企业财报。 纳斯达克综合指数上涨1%,收于25,326.1点;标普500指数上涨0.8%,收于7,259.2点,两者均创下历史新高。道琼斯工业平均指数上涨0.7%,收于49,298.3点。 所有板块均收涨,其中材料板块领涨,科技板块紧随其后。英特尔(INTC)、美光科技(MU)、苹果(AAPL)和思科系统(CSCO)等科技股周二均录得上涨。 西德克萨斯中质原油(WTI)午后交易下跌3.4%,至每桶102.81美元;布伦特原油下跌3.6%,至每桶110.31美元。 据报道,美国国防部长皮特·赫格塞斯表示,尽管海湾地区紧张局势再度升级,但与伊朗的停火协议仍然有效。 此前一天,德黑兰向阿联酋发射导弹和无人机,再次引发人们对美伊之间脆弱停火协议的担忧。 据美国有线电视新闻网(CNN)报道,周一,在德黑兰袭击美国海军舰艇和商船后,美军在霍尔木兹海峡摧毁了六艘伊朗船只。CNN援引美国中央司令部司令布拉德·库珀海军上将的话称,伊朗方面否认了这一说法。 美国国债收益率走低,10年期国债收益率下跌2.1个基点至4.42%,2年期国债收益率下跌1.6个基点至3.95%。 公司方面,Pinterest(PINS)股价上涨6.8%。图片分享平台公司周一晚间公布了超出预期的第一季度业绩,并预测未来三个月营收将同比增长高达16%。 Shopify (SHOP) 周二发布了第二季度营收预期,暗示年度增长将环比放缓。受此消息影响,该公司股价下跌近16%。 PayPal (PYPL) 股价暴跌7.8%,此前这家支付公司表示,未来几年将至少削减15亿美元的成本,但同时维持了全年盈利预期。 尽管软件制造商Palantir Technologies (PLTR) 上调了2026年营收预期,且第一季度业绩超出华尔街预期,但其股价仍下跌6.9%。 经济新闻方面,周二公布的两项调查对4月份美国服务业的状况呈现出喜忧参半的局面:供应管理协会(ISM)的数据显示增长放缓,而标普全球(SPGI)的报告则显示服务业重回扩张轨道。 道明经济高级经济学家维克拉姆·雷在一份报告中指出:“服务业持续扩张,但新订单急剧降温,加上就业增长势头依然疲软,表明增长可能难以持续。” 周五公布的ISM和标普调查显示,美国制造业4月份继续增长,但受中东冲突造成的冲击,通胀压力加剧。 政府数据显示,受东北地区需求激增的推动,美国3月份新屋销售量超出华尔街预期。 黄金价格上涨0.8%,至每盎司4568.70美元;白银价格下跌0.3%,至每盎司73.30美元。
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Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from CAD4.20 to CAD6.40, applying a price-to-sales multiple of 13x our 2026 sales-per-share view (CAD0.49 using a USD/CAD exchange rate of 0.73x). We adjust our 2026 loss per share (LPS) estimate to -USD0.19 from -USD0.23 and our 2027 LPS view to -USD0.11 from -USD0.15. BLDP reported Q1 2026 revenue of USD19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to USD5.1M) and stationary power (up 775% to USD5.2M), though Bus revenue declined 46% to USD6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to USD52.8M, while the total backlog fell 5% to USD112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.
Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from $3.00 to $4.70, applying a price-to-sales multiple of 13x our 2026 sales-per-share view of $0.36. We adjust our 2026 loss per share (LPS) estimate to -$0.19 from -$0.23 and our 2027 LPS view to -$0.11 from -$0.15. BLDP reported Q1 2026 revenue of $19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to $5.1M) and stationary power (up 775% to $5.2M), though Bus revenue declined 46% to $6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to $52.8M, while the total backlog fell 5% to $112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.