。Oversea markets: Shanghai +0.07%, Japan-0.53%, Hong Kong-0.13%, Germany+0.51%, UK -0.07%, France+0.25%.
。Weak sectors: PPH, XLF, FXI, IYM Strong sectors:IGV, IBB, SMH, IYR
。Consumer price index rising more than expected at +1.9% YoY (+1.8% YoY expected) and core CPI weaker than expected at +2.0% YoY (+2.1% YoY expected). Real average hourly earnings growth slowed dramatically from +1.9% YoY to +1.3% YoY. ---Zero Hedge
。The European Central Bank left key interest rates unchanged, and President Mario Draghi reiterated that risks for the region are to the downside. The ECB in March surprised investors by announcing it would implement a new round of targeted long-term refinancing operations, or TLTROs — low-interest, long-term loans to eurozone banks — in an effort to boost the economy and bring inflation up to its target of just below 2%. ---Market Watch
。HSBC downgrades Apple (AAPL) from Hold to Reduce saying it could take some time to see benefits from the recent Services push. PT raised from $160 to $180, implying a 10% downside. Bank of America Merrill Lynch raises its Apple PT from $210 to $220 seeing "more upside" to iPhone units.---Seeking Alpha
。Cowen raises its AMD (AMD) price target from $28 to $33 citing increased confidence in its competitive position against Intel (INTC).
---Seeking Alpha
。BMO Capital upgraded Disney(DIS)to “outperform” from “market perform,” seeing a number of positive catalysts on the near-term horizon. Among them: Thursday’s planned investor day, Star Wars-themed areas opening this summer in Disney parks, and the launch of the Disney+ streaming service.---CNBC
。Gilead Sciences (GILD) upgraded to Buy with a $77 (17% upside) price target at UBS citing the upside with Descovy in PrEP and filgotinib in arthritis. Analyst Carter Gould still expects a Q1 EPS miss, however. ---Seeking Alpha
。Under Armour — Citi upgraded its rating on the athletic apparel maker to “buy” from “neutral,” citing Under Armour’s renewed focus on profitability. ---CNBC
。Novartis — Novartis was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which said the drug maker faces challenges in its pharmaceutical business following its spin-off of eye care unit Alcon. ---CNBC
。太平洋时间上午7:54:道指-29,标准普尔500指数+4.22,纳斯达克指数-34.46,罗素2000 +11.59,WTI原油+ 0.58%,黄金+ 0.15%,美元指数+ 0.12%。
。海外市场:上海+ 0.07%,日本-0.53%,香港-0.13%,德国+ 0.51%,英国-0.07%,法国+ 0.25%。
。弱势行业:PPH,XLF,FXI,IYM 强势行业:IGV,IBB,SMH,IYR
。欧洲央行维持主要利率不变,行长马里奥德拉吉重申该地区的风险正在下行。欧洲央行3月份宣布将实施新一轮有针对性的长期再融资操作,或TLTRO--对欧元区银行的低息长期贷款 - 以努力推动经济并将通胀推高至其目标略低于2%。---Market Watch
。汇丰银行将Apple(AAPL)评级从持有降至减持,称可能需要一段时间才能看到近期推动的服务带来的好处。 目标价从160美元增至180美元,意味着从现价下跌10%。美国银行美林证券则将其苹果目标价从210美元上调至220美元,看到iPhone的“更多优势”.---Seeking Alpha
。Cowen将AMD(AMD)的价格目标从28美元上调至33美元,理由是他们对英特尔(INTC)的竞争地位增强了信心。---Seeking Alpha
。BMO Capital将迪士尼(DIS)从“市场表现”提升至“跑赢大盘”,在短期内看到了一些积极的催化剂。其中包括:周四计划的投资者日,今年夏天在迪斯尼乐园开幕的星球大战主题区,以及推出迪士尼+流媒体服务.--- CNBC
。瑞银调升吉利德科技(GILD)到买入,目标价为77美元(17%上行),理由是PrEP的Descovy和关节炎的filgotinib价格上涨。然而,分析师卡特古尔德仍然预计会有第一季度EPS失误。 ---Seeking Alpha
。 Citi将运动服装制造商 Under Armour (UA) 的评级从“中立”升级为“买入”,理由是Under Armour重新关注盈利能力。 --- CNBC
。摩根士丹利(Morgan Stanley)将诺华(Novartis)评级从“同等重量”降级为“减持”,该公司表示,该公司在剥离眼科医疗部门Alcon之后,其制药业面临挑战。 --- CNBC
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