Early Friday futures trading shows stock indices on the front foot. Whether they hold that optimism into Wall Street’s opening bell may depend on labor market data.A U.S. nonfarm payrolls report that shows steady jobs growth and tepid wage inflation will be the preferred outcome for equity bulls because it shouldn’t discourage the Federal Reserve from starting to cut borrowing costs in the spring.Until then investors can welcome the propulsion provided by well-received earnings reports from Meta Platforms M ...

文章核心观点 - 信诺集团（Cigna Group）公布第四季度财报盈利超预期且提高股息，推动股价在盘前交易中上涨 [1] 财务表现 - 净利润达20亿美元，即每股3.49美元，上年同期为15.3亿美元，即每股3.91美元 [1] - 剔除非经常性项目后，调整后每股收益从5.02美元升至6.79美元，超过FactSet共识预期的6.54美元 [1] - 营收增长11.7%，达到511.1亿美元，远高于FactSet共识预期的489亿美元 [1] 客户情况 - 药房客户增加5%，达到9860万；医疗客户增长10%，达到1980万 [1] - 客户关系数量下降7.7%，降至1.644亿，原因是与纽约人寿的补充行为保险合同未续约 [1] 股息情况 - 公司将季度股息从每股1.23美元提高至1.40美元 [1] - 基于周四307.32美元的收盘价，新的年度股息率意味着股息收益率为1.82%，而标准普尔500指数的隐含收益率为1.44% [1] 股价表现 - 周五盘前交易中，公司股价上涨4%，接近13个月高位 [1]

Tesla Inc. will pay $1.5 million to settle a lawsuit filed earlier this week by 25 California counties accusing the electric-vehicle maker of mishandling hazardous waste.San Francisco District Attorney Brooke Jenkins announced the settlement late Thursday.“While electric vehicles may benefit the environment, the manufacturing and servicing of these vehicles still generates many harmful waste streams,” Jenkins said in a statement. “Today’s settlement against Tesla, Inc. serves to provide a cleaner environmen ...

文章核心观点 - 因激进投资者巴林顿资本建仓美泰公司且提出战略建议 美泰股价盘后上涨 [1] 公司动态 - 周四晚 《华尔街日报》报道激进投资者巴林顿资本建仓美泰公司 美泰股价盘后上涨 [1] - 盘后交易中美泰股价上涨4.3%至19.05美元 过去一年股价下跌14% [1] - 周四 《华尔街日报》报道巴林顿致信美泰首席执行官 建议公司为费雪和美国女孩业务寻求战略替代方案 [1] - 巴林顿创始人在信中称 美泰应减少基于股票的薪酬 并启动20亿美元的股票回购计划 [1]

Shares of Intel Corp. slipped in extended trading Thursday after the Wall Street Journal reported that the start of production at the chip maker’s new $20 billion manufacturing plant in Ohio will be delayed by at least a year. Intel confirmed the report, saying it will not meet its “aggressive” goal of commencing production in 2025. Intel did not provide a new timeline, but the Journal reported that the facility will likely not be completed until late 2026, with production beginning after that once equip ...

Meta Platforms Inc. surprised Wall Street on Thursday with its first-ever dividend, a move that’s likely Silicon Valley’s most monumental dividend decision since Apple Inc. reinstated its payout over a decade ago — and one that could light a fire under other tech giants. With Meta’s META, +1.19% plans to pay a 50 cents-a-share quarterly dividend beginning in March, the company will join Apple AAPL, +1.33% and Microsoft Corp. MSFT, +1.56% among Big Tech’s dividend payers. Chief Executive Mark Zuckerberg’s wi ...

文章核心观点 - 高乐氏公司从去年网络安全攻击中反弹 股价盘后上涨6.7% 二季度业绩表现良好 并更新全年业绩展望 [1][2][3] 业绩表现 - 二季度销售额19.9亿美元 较去年同期17.15亿美元增长16% 主要因网络攻击后重建客户库存带来销量增加和有利价格组合 部分被不利汇率抵消 [2] - 净利润9300万美元 合每股75美分 上年同期为9900万美元 合每股80美分 调整后每股收益2.16美元 高于分析师预期的1.09美元 [3] 业务进展 - 恢复计划提前完成 提前重建零售商库存 得以恢复商品销售和配送 [3] 业绩展望更新 - 全年销售额预计下降低个位数 此前预期为中高个位数下降 反映二季度进展和下半年更高预期 部分被5个百分点的不利汇率抵消 [4] - 全年每股收益预计在3.06 - 3.26美元之间 此前预测为2.10 - 2.60美元 全年调整后收益预计在5.30 - 5.50美元 高于此前预测的4.30 - 4.80美元 分析师预期为4.60美元 [5] 股价表现 - 过去52周高乐氏股价上涨5% 同期标准普尔500指数上涨17.4% [5]

文章核心观点 公司因网络安全事件致部分新房交付延迟，第一财季营收和盈利下降，但净新订单显著增长且有信心实现财年目标 [1][2][5] 分组1：财务表现 - 第一财季营收3.87亿美元，低于去年同期4.45亿美元，分析师预期为4.21亿美元，房屋建筑营收同比下降14% [2][3] - 本季度盈利2170万美元，即每股70美分，去年同期为2430万美元，即每股80美分，分析师预期每股收益为71美分 [4] 分组2：业务情况 - 净新订单较上年“显著”增长，公司凭借大量积压订单、改善的周期时间和社区数量增长，有望实现财年增长和盈利目标 [5] 分组3：网络安全事件 - 去年12月底发生网络安全“事件”，影响一家产权保险公司，导致部分新房交付延迟 [1][6] - 延迟交付在1月前两周完成，产权保险公司已恢复正常运营 [7] 分组4：股价表现 - 盘后交易中股价下跌超4%，过去12个月股价飙升95%，而标准普尔500指数涨幅约20% [2][8]

Walt Disney Co. DIS, +1.05% on Thursday said its board of directors is urging shareholders to “protect their investment and the future of the Company by voting the WHITE proxy card for only Disney’s 12 nominees and not the Trian Group or Blackwells nominees.” The latter groups are activist investors who are trying to place representatives on Disney’s board. Disney announced its shareholders meeting will be held April 3. ...

销售情况 - Skechers USA Inc.第四季度销售不及预期，股价下跌10.8%[1] - 公司报告第四季度营收为19.6亿美元，同比增长4.4%，净利润为8720万美元，每股盈利56美分[2] - 调整后，每股盈利为48美分，低于FactSet调查的55美分，销售额也低于预期的20.3亿美元[3] - 公司的批发销售下降8%，亚太地区销售增长15%，美洲增长3%，欧洲、中东和非洲下降7%[4] - Skechers预计第一季度销售额在21.75亿美元至22.25亿美元之间，每股盈利在1.05美元至1.10美元之间，全年销售额在86亿美元至88亿美元之间，每股盈利在3.65美元至3.85美元之间[5] 股价表现 - Skechers股价过去52周上涨29.3%，高于标普500指数的17.4%[6]