-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们维持目标价125美元，相当于2027年每股收益预期值的20倍。我们认为，尽管ABT通过收购Exact Sciences (EXAS)增强了战略产品组合，且拥有强劲的创新研发管线，但这一目标价仍低于ABT的历史平均水平。我们将2026年每股收益预期从5.76美元调整至5.56美元，以计入EXAS收购带来的稀释效应，并维持2027年每股收益预期为6.26美元。ABT在第一季度实现了多项重要的研发管线里程碑，其中包括提前获批并推出两款PFA导管（Volt在美国上市，Duo在欧洲上市）、完成Catalyst左心耳封堵器试验的患者招募，以及利宝利伐沙班（Libre）对接受基础胰岛素治疗的2型糖尿病患者具有积极疗效的试验结果。 我们对EXAS的整合依然持乐观态度，该整合已于3月下旬完成，比预期略早。此次交易使ABT成为美国价值约600亿美元的癌症筛查和精准肿瘤诊断市场的领导者，该市场是医疗保健领域增长最快的细分市场之一。
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Australia
Sector Update: Financial Stocks Softer Late Afternoon
Financial stocks fell in late Thursday afternoon trading with the NYSE Financial Index and the State Street Financial Select Sector SPDR ETF (XLF) each easing 0.2%.The Philadelphia Housing Index dropped 0.5%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) rose 0.8%.Bitcoin (BTC-USD) gained 0.4% to $75,140, and the yield for 10-year US Treasuries advanced 2.7 basis points to 4.309%.In economic news, US initial jobless claims last week fell to 207,000 from a downwardly revised 218,000 in the previous week, compared with expectations for a smaller decrease to 213,000 in a survey of analysts by Bloomberg.US industrial production fell by 0.5% in March, compared with expectations for a 0.1% increase in a Bloomberg survey, and following an upwardly revised 0.7% increase in February.The Philadelphia Federal Reserve's monthly manufacturing index rose to 26.7 in April after increasing to 18.1 in March, compared with expectations for a decline to 10 in a survey compiled by Bloomberg.The New York Federal Reserve's services index improved to minus 14 in April from minus 22.6 in March, compared with minus 20 expected in a survey compiled by Bloomberg.In regulatory news, the US Securities and Exchange Commission is seeking public comment in support of a comprehensive review of the Consolidated Audit Trail and other such audit trails used in the regulation of the country's securities markets.In corporate news, Charles Schwab's (SCHW) Q1 results rose amid a surge in client assets, even as revenue fell short of Wall Street's estimates. The shares fell 7.7%.Goldman Sachs (GS) rates-trading business faced pressure in Q1 as Iran-related market volatility led to losses on certain positions, Reuters reported. The bank posted a 10% drop in fixed-income, currencies and commodities revenue to $4 billion, driven by weaker results in interest-rate trading, mortgages, and credit products, the report said. Goldman shares were little changed.Marsh & McLennan (MRSH) shares climbed 4.6% after the company reported Q1 adjusted net income and revenue that surpassed analysts' estimates.The National Basketball Association is in early discussions with private credit firms, including Apollo Global Management (APO), Ares Management (ARES) and Sixth Street about funding a potential European basketball league expansion, Bloomberg reported. Apollo shares rose 0.1%, and Ares fell 2.7%.
$APO$ARES$GS$MRSH$SCHW
Japan
US Equity Indexes Advance After Trump Announces Israel-Lebanon Ceasefire Deal
US equity indexes rose ahead of Thursday's close after Israel and Lebanon agreed to a 10-day ceasefire, removing a major obstacle to the Middle East diplomacy for a lasting Iran truce deal.The Nasdaq Composite rose 0.2% to 24,069.1, with the S&P 500 up 0.2% to 7,035.2, and the Dow Jones Industrial Average higher by 0.2% to 48,583.5. Energy, real estate, and technology led the gainers. Health care was the worst performer.President Trump said the US might hold discussions with Iran this weekend, The Wall Street Journal reported. "We're very close to making a deal," the president told reporters outside the White House, according to the WSJ. Trump said he wasn't sure the current two-week ceasefire in the war would need to be extended, according to the report.Earlier on Thursday, Trump said on Truth Social that Lebanon and Israel have agreed to a 10-day ceasefire starting 5 pm ET. Lebanese Prime Minister Nawaf Salam said he welcomed the decision. In a follow-up social media post on Thursday, Trump said he will invite the Lebanese President, Joseph Aoun, and Israel's Prime Minister Benjamin Netanyahu to the White House for talks.Meanwhile, US Defense Secretary Pete Hegseth said Thursday that the naval blockade of Iran is an example of "polite" behavior during the ongoing ceasefire, and US forces are ready to strike power plants and the energy industry in the country, if ordered, according to a report from Reuters.West Texas Intermediate crude oil futures rose 2.5% to $93.77, and Brent crude futures jumped 3.7% to $98.58.
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Sectors
Sector Update: Health Care Stocks Decline Late Afternoon
Health care stocks were softer late Thursday afternoon, with the NYSE Health Care Index and the State Street Health Care Select Sector SPDR ETF (XLV) each decreasing 0.7%.The iShares Biotechnology ETF (IBB) dropped 1.3%.In corporate news, Abbott Laboratories (ABT) lowered its full-year earnings outlook on Thursday to reflect the acquisition of cancer diagnostics company Exact Sciences, while the healthcare firm reported Q1 results above market estimates. Its shares fell past 5%.Gilead Sciences (GILD) could beat Q1 consensus estimates, but weaker-than-expected persistence rates for Yeztugo point to a potential risk to long-term peak sales for the HIV pre-exposure prophylaxis drug, RBC Capital Markets said in a note. Gilead shares were down 0.8%.QuidelOrtho (QDEL) shares tumbled 28%. The company said late Wednesday it expects preliminary unaudited revenue of $615 million to $620 million for Q1. Analysts polled by FactSet expect $677.8 million.Hims & Hers Health (HIMS) shares jumped past 12% after a senior US health official signaled plans to ease restrictions on certain peptides.
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