-- 周四午后,受媒体报道霍尔木兹海峡已开放以及以色列总理内塔尼亚胡表示特拉维夫将与黎巴嫩展开直接对话以解除真主党武装的影响,美国股市指数上涨。 纳斯达克综合指数上涨0.8%,至22,815.1点;标普500指数上涨0.7%,至6,830.9点;道琼斯工业平均指数上涨0.8%,至48,308.4点。此前,这些指数在周三经历了一波强劲上涨。除能源和医疗保健板块外,所有板块盘中均上涨,其中非必需消费品、公用事业和房地产板块领涨。 受以色列周三袭击黎巴嫩的影响,三大股指周四开盘走低。据路透社报道,此次袭击造成超过250人死亡。然而,午后过后,股市开始反弹。 英国独立电视台(ITV)报道称,伊朗副外长赛义德·哈提卜扎德表示,霍尔木兹海峡已开放。哈提卜扎德告诉ITV,任何民用船只在伊朗当局的引导下均可通过。 与此同时,美国有线电视新闻网(CNN)报道称,为期两周的停火协议似乎进展顺利,周四中东地区报告的袭击事件有所减少。 此外,据CNN报道,内塔尼亚胡提议与黎巴嫩展开谈判,以解除据称是伊朗代理人的武装组织真主党的武装,此举回应了伊朗总统马苏德·佩泽什基安提出的担忧。路透社援引佩泽什基安的话说,特拉维夫周三对黎巴嫩的空袭违反了停火协议,更重要的是,这将使即将在伊斯兰堡举行的美伊和平谈判失去意义。 西德克萨斯中质原油期货上涨2.2%,至每桶96.52美元,盘中一度上涨超过7%。布伦特原油期货上涨0.4%,至每桶95.07美元,盘中一度上涨近5%。 美国国债收益率下跌,10年期国债收益率下降2.6个基点至4.27%,2年期国债收益率下降3.6个基点至3.76%。 贵金属方面,黄金期货上涨0.9%,至每盎司4821.1美元;白银期货上涨1.5%,至每盎司76.54美元。 经济方面,个人消费支出价格指数上涨0.4%,同比涨幅维持在2.8%,与预期相符。1月份该价格指数环比上涨0.3%。 核心个人消费支出(PCE)价格指数上涨0.4%,与预期一致,与1月份持平。同比增速从上月的3.1%降至3%。 美国第四季度经济增长率(以国内生产总值衡量)从第二次预估值的0.7%下调至0.5%,而彭博社调查的预期为维持不变。 截至4月4日当周,美国首次申请失业救济人数升至21.9万人,高于前一周向上修正后的20.3万人,而彭博社调查的预期为21万人。 公司新闻方面,CoreWeave(CRWV)宣布与Meta Platforms(META)签署协议,将以约210亿美元的价格向后者提供人工智能云容量,有效期至2032年12月。CoreWeave和Meta的股价分别上涨了6.5%和3.1%。
Related Articles
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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 $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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 target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.