Notes
MARKET UPDATES
CONSUMER
🔸 $BSET: Q1 EPS $0.21 (est. $0.03), rev $82.2M (est. $79.62M).
🔸 $LCID: Q1 production 2,212 vehicles, 600+ in transit; delivered 3,109; files to sell $1B in notes; guides Q1 revs $232M-$236M (est. $256.3M).
🔸 $LYFT: Downgraded to Underperform at BofA, tgt cut to $10.50.
🔸 $NKE, $ADDYY: Shares drop on new 46% Vietnam tariff (impacting AEO, W).
🔸 $RH: Q4 revs $812.4M (est. $829.6M), EPS $1.58 (est. $1.91); guides FY25 rev growth 10%-13%; warns of tariff risks.
🔸 $ROST, $TJX: Upgraded to Buy at Citi; tariffs boost off-price retail inventory.
ENERGY, INDUSTRIALS & MATERIALS
🔸 $BALL, $CCK: Potential impact from new 25% tariff on canned beer, aluminum.
🔸 $EMN: Upgraded to Outperform at Mizuho, tgt $105 (+18% upside).
🔸 $LSTR: Q1 EPS cut to $0.90-$0.95 (prior $1.05-$1.25) due to supply chain fraud.
🔸 $MSM: Q2 EPS $0.72 in line, revs $891.72M (est. $908.3M).
🔸 $PCAR: CFO Harrie Schippers to retire; Brice Poplawski promoted.
FINANCIALS
🔸 $RGP: Q3 adj. EBITDA $1.7M (est. -$0.5M), revs $129.4M (est. $130M).
HEALTHCARE
🔸 $RXST: Cuts FY25 rev view to $160M-$175M (prior $185M-$197M).
🔸 $SRNA: Files for $100M mixed shelf.
🔸 Drugmakers ($AZN, $SNY, $NVO): Spared from Trump tariffs, benefiting exporters.
🔸 Medical Devices ($DXCM, $GHHC, $BSX, $ABT): Under pressure due to new tariffs (34% China, 20% EU).
TECH, MEDIA & TELECOM
🔸 $MSFT: Pausing data center projects, impacting VRT, CRWV, ETN, SMCI, DELL, VST, SMR, OKLO, NRG, CEG.
🔸 $GCT: Increases buyback by $16M.
🔸 $PDD: Investing $13B over three years to support merchants.
🔸 $PENG: Q2 EPS $0.52 (est. $0.38), sales $366M (+29% y/y, est. $345.1M).
过去24小时热门看涨币种及信号
$BTC ( 价格接近上行带,成交量振荡指标为负,显示超买状态,可能回调 )
$ETH ( RSI高于70,显示强烈看涨趋势,但可能超买回调)
$REDO ( TON生态Meme币Resistance Dog,24h涨幅超175%。强劲的买入压力, 交易量显著增加; MACD线在信号线之上穿越,当前上涨动能强劲; RSI指标显示处于健康上升区间,尚未进入超买状态,上涨有可持续性; 价格已突破多条关键均线,进一步巩固了看涨趋势 )
$NEAR ( 强烈看涨趋势,但RSI显示超买状态,可能回调 )
$RNDR ( Supertrend指标显示买入信号,价格在上方水平附近显示拒绝迹象,成交量振荡指标略为负,可能动能减弱 )
$SOL ( 强烈看涨趋势,但RSI显示超买状态,可能回调 )
$ABT ( 显示强烈上行趋势,RSI显示强劲的上行动能 )
$SOLAMA ( 过去24小时内上涨6.18%,自发布以来涨幅达3,215%;强大买入压力 )
$POPCAT ( 过去一周内上涨82.86%,MACD指标显示上行趋势,强烈买入压力 )
