Financial Wire

瑞银表示，大多数软线零售商有望达到或超过季度盈利预期。

-- 瑞银证券周一表示，预计大多数美国软线零售商即将公布的季度财报将符合或高于华尔街的预期，同时，如果中东冲突尽快结束，消费者支出可能会显著增长。 瑞银分析师杰伊·索尔（Jay Sole）在致客户的报告中指出，该券商本月前两周进行的一项调查显示，尽管受到2月底爆发的美以伊战争的不利影响，消费者的支出意愿依然“良好”，尤其是在服装和鞋类方面。 瑞银表示：“我们认为市场高估了高油价对软线公司利润率的负面影响。我们预计大多数软线公司在即将到来的财报季中将达到或超过（第一季度）预期。” 这场战争影响了多个中东国家，由于霍尔木兹海峡（全球最重要的原油运输咽喉要道）关闭，导致能源价格飙升。 据追踪美国燃油价格的旅游组织AAA的数据显示，周一美国零售汽油平均价格为每加仑4.042美元，而去年同期为3.151美元。 瑞银分析师周一表示：“中东冲突和汽油价格上涨在一定程度上影响了美国消费者对经济的看法（环比而言）。然而，数据显示，如果中东冲突尽快结束，汽油价格恢复到冲突前水平，美国消费者支出有望大幅增长。这是我们仍然看好该股的主要原因。” 瑞银表示，他们看好并给予“买入”评级的软线股包括On Holding (ONON)、Deckers Outdoor (DECK)、Gildan Activewear (GIL)、Burlington Stores (BURL)、Levi Strauss (LEVI)、Ralph Lauren (RL)和TJX (TJX)。该券商在报告中表示，他们更看好这些股票，而非耐克 (NKE) 和露露柠檬 (LULU) 等几家知名公司。 分析师表示：“我们认为，市场严重低估了人工智能对软线公司销售额和利润率的积极影响。” 周六，伊朗重新控制了霍尔木兹海峡，此前伊朗于周五暂时开放该水道供商船通行。美国和伊朗互相指责对方违反了4月7日宣布的为期两周的停火协议，导致中东局势陷入僵局。

Price: $37.24, Change: $+0.29, Percent Change: +0.78%

Related Articles

Asia

Ora Banda Mining Confirms Mining Potential of Western Australia Project

Ora Banda Mining (ASX:OBM) confirmed the mining potential of the Golden Pole lode within its Waihi project in Western Australia, according to a Tuesday filing with the Australian bourse.Targeted infill and extensional drilling returned results, including 3 meters at 44 grams per tonne (g/t), including 2 meters at nearly 65 g/t grade of gold, 11 meters at 11 g/t including 2 meters at 48 g/t grade of gold, and 7 meters at almost 17 g/t including 3.5 meters at 31 g/t grade of gold, the filing said.Results will be incorporated into the revised underground mineral resource and ore reserve estimates, expected to be released in the June quarter, per the filing.

$ASX:OBM
Research

Research Alert: Aapl: Tim Cook Steps Down Earlier Than Thought; Well Planned And Minimizes Risk

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AAPL announces CEO Tim Cook will step down September 1 after 15 years, with John Ternus (SVP Hardware Engineering) succeeding him, while Cook becomes Executive Chairman. Johny Srouji was promoted to Chief Hardware Officer, expanding his role beyond silicon to oversee all hardware engineering and technologies. We view this well-orchestrated succession as neutral to modestly positive despite being sooner than expected, addressing prior leadership continuity concerns while strategically pivoting from operational excellence to product-centric engineering leadership appropriate for AAPL's push into AI and foldables, among other categories. The four-month transition period with Cook's continued involvement as Executive Chairman mitigates execution risks (with Cook focusing on policy). Ternus brings 25 years of Apple experience, leading the Mac's Apple silicon transition and iPhone evolution. Srouji's elevation ensures continuity in Apple's silicon strategy, which has driven gross margins to the high-40% levels.

$AAPL
Asia

Rio Tinto Group Reports Higher Q1 Copper Equivalent Production, Iron Ore Production

Rio Tinto Group (ASX:RIO) on Tuesday reported a 9% year-over-year increase in copper equivalent production in the first quarter, while global iron ore production jumped 12% to 82.8 million tonnes.The company said first-quarter iron ore production at its Pilbara operations rose 13% year over year to 78.8 million tonnes, and Pilbara iron ore sales ticked 2% higher to 72.4 million tonnes.Tropical cyclones impacted Pilbara shipments by about 8 million tonnes, with around half expected to be recovered, Rio Tinto said.The company maintained its 2026 Pilbara iron ore sales guidance at 323 million to 338 million tonnes. It also reaffirmed consolidated copper production guidance of 800,000 to 870,000 tonnes and the total iron sales outlook of 343 million to 366 million tonnes.

$ASX:RIO