FINWIRES · TerminalLIVE
FINWIRES

4月30日美國主要經濟數據每日彙總

By

-- 第一季GDP初步估計值顯示,繼上一季成長0.5%之後,第二季成長2.0%;其中,個人支出成長1.6%,上一季成長1.9%。 非住宅固定投資、庫存成長和政府支出對GDP成長做出了積極貢獻,但部分被住宅固定投資和淨出口的負面影響所抵消。 GDP物價指數上漲3.6%,上一季成長3.7%。個人消費支出(PCE)物價指數和核心PCE價格均較第四季加速上漲。 亞特蘭大聯邦儲備銀行對第二季GDP的初步預測為成長3.7%。 3月份個人收入成長0.6%,2月份基本持平;3月份個人消費支出成長0.9%,上一季成長0.6%。 經調整個人消費支出(PCE)物價指數0.7%的漲幅後,3月實質消費成長0.2%,2月增幅為0.3%。整體物價指數年漲幅從2.8%躍升至3.5%。 核心PCE物價指數季增0.3%,先前第一季上漲0.4%,較去年同期漲幅從3.0%加速至3.2%。 第一季就業成本指數季增0.9%,前一季上漲0.7%,反映薪資及福利成長速度加快。 芝加哥製造業採購經理人指數(PMI)4月從3月的52.8降至49.2,這是本月最後一次公佈的地區製造業數據。 ISM全國製造業PMI將於週五公佈。 截至4月25日當週,首次申請失業救濟人數減少2.6萬人,至18.9萬人,為50多年來的最低水平,四周移動平均值也因此下降3500人,至20.75萬人。 截至4月18日當週,就業調查數據顯示,投保申請人數減少2.3萬人,至178.5萬人。而截至3月14日當週,投保申請人數為181.6萬人。 受建築許可、商業預期和股價等負面因素的影響,世界大型企業聯合會(Conference Board)的領先指標指數在3月下降0.6%,此前2月曾上漲0.3%。世界大型企業聯合會表示,領先指標指數表明,由於油價上漲和供應鏈問題,未來幾個月美國經濟可能進一步走弱。 截至 4 月 24 日當週,天然氣庫存增加 790 億立方英尺,達到 2.142 兆立方英尺,比去年同期成長 5.7%,比過去五年同期季節性平均高出 7.7%。

Related Articles

Mining & Metals

Eldorado Gold Q1 Adjusted Net Earnings Attributable to Holders US$188.2M, or $0.95 EPS

$ELD.TO
Research

Research Alert: Lpla Q1: Beats On Eps, Misses On Revenue, As Advisory Shift Improves Margins

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:LPLA delivered Q1 2026 results, with revenues surging 35% to $5.94B (missing estimates by $60M) and adj. EPS of $5.60 beating Street estimates by $0.13. The wealth management transformation accelerated with advisory revenue reaching $2.62B (+55%) and advisory assets growing to $1.39T (+42%), now representing 59.5% of total client assets. We believe LPLA's strategic shift toward fee-based services continues creating a more stable revenue base while improving operating leverage, with total advisory and brokerage assets reaching $2.34T (+30%). Management lowered the upper end of its 2026 core G&A outlook by $20M to $2.16B-$2.19B, including Commonwealth-related expenses. The Commonwealth acquisition remains on track for Q4 2026 completion with asset retention targeting 90% and updated run-rate EBITDA of $410M. With corporate cash of $567M and leverage at 1.86x, we expect LPLA maintains substantial financial flexibility for growth initiatives and plans to resume share repurchases with an estimated $125M in Q2 2026.

$LPLA
Research

Research Alert: Team: Results And Guidance Surpass Expectations As Cloud Growth Accelerates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TEAM delivered a strong Q3 beat with non-GAAP EPS of $1.75 exceeding consensus by $0.41, while total revenue of $1.787B grew 32% Y/Y, surpassing expectations by $90M. Cloud revenues of $1.132B accelerated to 29% growth from 26% in Q2, while Data Center sales of $560.7M surged 44% Y/Y, reaccelerating from Q2's 20% growth. RPO growth accelerated again, up 37% Y/Y reaching $3.996B, demonstrating strengthening demand and larger customer commitments driven by its AI-powered System of Work strategy. Despite restructuring charges of $223.8M, non-GAAP operating margin expanded 800 bps Y/Y to 34%, while free cash flow of $561.3M represented a 31% margin, up from Q2's 11%. Management raised FY 26 revenue growth guidance to 24% from 22%, with operating margin guidance improving to 29% from 25.5%. We view the balanced growth across Cloud migration and Data Center expansion as positive, demonstrating TEAM's ability to optimize customer transitions while maintaining strong operational leverage.

$TEAM