智通财经APP注意到，得益于国内外优先包裹业务收益率提升以及公司"DRIVE"计划带来的成本节约， 联邦快递(FDX.US)的新财年第一季度业绩给华尔街留下积极印象。 财报显示，截至8月31日的第一财季，联邦快递调整后净利润达9.1亿美元(合每股3.83美元)，高于去年 同期的8.9亿美元(每股3.60美元)和分析师平均预期的3.59美元。222.4亿美元的季度营收也轻松超越216.6 亿美元的市场预期。 联邦快递预计2026财年调整后每股收益预计达17.20至19美元，其中值略低于分析师平均预估的18.25美 元。 杰富瑞分析师斯蒂芬妮·摩尔在周五上午的客户报告中写道："尽管工业经济持续疲软给B2B业务量带来 持续压力，但我们最终认为，联邦快递正在采取正确行动，从根本上降低其成本结构和资本密集度，从 而从结构上改善盈利能力和自由现金流表现。" 虽然业绩推动上周四尾盘股价飙升，但上周五交易的温和涨幅表明，鉴于货运部门的阻力以及全球贸易 环境和消费者需求方面持续存在的不确定性，市场展望趋于保守。 值得注意的是，摩尔在公司指引中梳理出若干关键假设以帮助投资者构建盈利预期：运营利润率低于去 年的7.1%;货运收入仅 ...

港股市场表现 - 优必选涨超4% 因与云智汇科技签署全球战略合作协议且首批订单将落地 [1] - 长飞光纤光缆跌超2% 股东月内合计减持10%H股且空芯光纤未对财务数据产生明显影响 [1] - 黄金股多数上涨 灵宝黄金涨超4% 招金矿业涨超3% 中国白银集团涨超4% 山东黄金涨超3% 因美联储降息落地且降息周期初期金价或延续震荡上行格局 [1] - 亿华通涨超18% 因携手丰田汽车成立燃料电池公司但近期宣布终止收购旭阳氢能 [1] - 药明合联涨超6% 因敲定认购协议事项且药明生物持股比例将超50% [1] - 香港宽频跌超3% 因控股股东中国移动香港配售公司现有股份以恢复公众持股量 [1] - 汇聚科技涨超10% 因OpenAI与立讯精密达成战略合作且将共同开发革命性AI设备 [1] - 喜相逢集团涨超8% 因阿里巴巴菜鸟集团与其签署战略合作协议共推城市配送数智化升级 [2] - 航运股跌幅居前 中远海能跌超6% 海丰国际跌超5% 东方海外国际跌超4% 中远海控跌超4% 因中国出口集装箱运输需求疲软且远洋航线市场运价继续调整 [2] - 西锐跌超9% 因SR22T单引擎小飞机近期发生坠毁事故 [2] 美股市场表现 - 小马智行涨18.55% 因公司预计于2026年初达成关键利润目标 [3] - 联邦快递涨2.32% 因预计本年营收最高增长6%远超分析师预测且一直在削减数十亿美元运营成本 [3] - 京东涨0.86% 因iPhone 17系列新品在京东预售开启1分钟成交量即超去年全天刷新销售纪录 [3] - 小鹏汽车涨1.74% 因今年1-8月境外交付量同比增长137%且境外门店规模近乎翻倍 [3] - 中通快递跌0.96% 因8月快递价格回升显著且东兴证券维持强烈推荐评级 [3] - 文远知行涨10.23% 因旗下自动驾驶小巴获得比利时首个联邦级别L4级自动驾驶测试牌照 [3] - 特斯拉涨2.21% 因贝尔德上调评级至跑赢大盘且股价有望翻数倍 [3] - CoreWeave涨2.86% 因Loop Capital开始覆盖股票并给予买入评级 [4] - 苹果涨3.20% 因iPhone 17系列新机正式发售且首日火爆 [4] - 量子之歌涨13.22% 因公司未来将全面聚焦潮玩赛道 [4]

美股市场表现 - 美股三大指数均创收盘历史新高 标普500指数收涨32.4点（0.49%）至6664.36点 本周累计上涨1.22% 道琼斯指数收涨172.85点（0.37%）至46315.27点 本周累涨1.05% 纳斯达克指数收涨160.751点（0.72%）至22631.476点 本周累涨2.21%[1][4][8] - 罗素2000小盘指数从纪录高位回落 收跌0.77%至2448.769点 但本周仍累计上涨2.16%[1][8] - "三巫日"期权到期引发历史级别成交量 为有记录以来第三大交易日[1][4] 科技股与行业ETF - 科技七巨头指数上涨1.22% 本周累计上涨2.72% 苹果大涨3.2% 特斯拉涨2.21% 微软涨1.86% 谷歌A涨1.07% 英伟达涨0.2% 亚马逊涨0.11% Meta独跌0.24%[12] - 行业ETF表现分化 油气ETF下挫2.13% 标普能源板块跌1.34% 区域银行跌1.27% 光伏板块涨1% 公用事业涨0.64%[6] - 费城半导体指数跌0.73%至6232.245点 脱离历史高位 但本周仍累涨3.84% 台积电ADR跌1.41% AMD跌0.34%[12] 中概股与个股表现 - 纳斯达克金龙中国指数微跌0.25% 但本周累计上涨3.42%[12] - 自动驾驶公司表现突出 小马智行大涨18.4% 公司预计2026年初实现关键盈利目标 今年Robotaxis产量达1000辆 文远知行涨9.9% 因其自动驾驶小巴获比利时L4级牌照[4][12] - 其他个股方面 小鹏汽车涨1.6% 阿里巴巴涨0.3% 新东方和理想汽车跌超1% 拼多多跌2.6% 联邦快递因业绩向好涨2.32%[12] 欧洲股市 - 欧洲STOXX 600指数收跌0.16%至554.12点 本周累计下跌0.13% 欧元区STOXX 50指数涨0.03%至5458.42点 本周累涨1.26%[12] - 主要国家股指表现不一 德国DAX 30指数跌0.15%至23639.41点 本周累跌0.25% 法国CAC 40指数跌0.01%至7853.59点 本周累涨0.36% 英国富时100指数跌0.12%至9216.67点 本周累跌0.72%[11][16] - 板块方面 媒体指数大跌3.31% 电信指数跌2.06% 零售指数涨0.77% 汽车及配件指数基本持平[13] 债券市场 - 美债收益率涨跌不一 10年期收益率涨2.3基点至4.1274% 本周累计上涨6.31基点 2年期收益率涨0.8基点至3.5715% 本周累涨1.59基点 1年期收益率独跌2.2基点[1][14][17] - 欧债收益率普遍上涨 德国10年期国债收益率涨2.2基点至2.748% 本周累涨3.2基点 英国10年期收益率本周累涨4.4基点 法国累涨4.7基点 意大利累涨1.0基点[22] 外汇市场 - 美元指数连续第三日上涨 涨0.31%至97.654点 本周累计上涨0.11% 彭博美元指数涨0.22%至1198.51点 本周累涨约0.01%[18][22] - 主要货币对表现分化 欧元兑美元跌0.33% 但本周累涨0.15% 英镑兑美元日内涨0.6% 但本周累跌0.65% 美元兑日元本周累涨0.3%[20][32] - 离岸人民币兑美元报7.1194元 较上日涨100点[23] 大宗商品 - 原油连续第三日下跌 WTI 10月期货跌0.89美元（1.4%）至62.68美元/桶 本周基本持平 布伦特11月期货跌0.76美元（1.12%）至66.68美元/桶 本周累跌0.46%[30][33] - 黄金重拾涨势 现货黄金涨1.11%至3684.8美元/盎司 本周累涨1.15% 实现连续第五周上涨 COMEX期货涨1.11%至3719.3美元/盎司 本周累涨0.89%[1][33][35] - 白银表现强劲 现货白银大涨3%至43.0854美元/盎司 时隔14年再度站上43美元关口 年内涨幅达49% COMEX期货涨1.28%至43.38美元/盎司[1][33][35] - 其他金属表现不一 铜期货跌0.43%至4.6305美元/磅 铂金涨0.79%至1408.36美元/盎司 钯金大跌3.55%至1157.44美元/盎司[35] 加密货币 - 比特币持续下挫2% 价格重回11.5万美元附近[1][26] - 以太坊跌幅更大 下挫3.6%至4440美元[27]

The last time I talked about FedEx Corp (NYSE: FDX ), I analysed the company’s Q4 report and analysed the progress of the company’s cost cutting efforts. I also examined the company’s progress at a time when tariff-related uncertaintiesAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast cha ...

The last time I talked about FedEx Corp (NYSE: FDX ), I analysed the company’s Q4 report and analysed the progress of the company’s cost cutting efforts. I also examined the company’s progress at a time when tariff-related uncertaintiesAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast cha ...

FedEx Corporation (NYSE:FDX) is one of the one of the stocks Jim Cramer commented on, along with the recent Fed meeting. Expressing his concern about the company, Cramer said: “I’m concerned, for example, about FedEx, which reports tomorrow. 25 basis point cut won’t change things in time for this great shipping company.” Fedex-Ground-FDX-obi-onyeador-8LCZb66I4wg-unsplash.jpg FedEx Corporation (NYSE:FDX) offers transportation, e-commerce solutions, and business support services. Its services include ex ...

FedEx Corp. expects a $1 billion hit from trade volatility this year, underscoring the impact of President Donald Trump’s tariffs and the loss of a key exemption for low-value goods.Most of that reduction to adjusted operating profit stems from lower shipments from China to the US — a highly profitable shipping lane that’s been hit hard by tariffs. About $300 million is due to the higher cost of clearing goods through customs, according to FedEx Chief Financial Officer John Dietrich.The costly trade environ ...

Last night, FedEx reported a much better than expected quarter, almost out of nowhere, which is why it stock jumped more than 2% today. Now, this is a stock that struggled since the summer of last year, especially during the original tariff turmoil this spring. While FedEx rebounded from its post liberation day lows in April, it never really got back to pre-tariff levels, pretty much trading sideways over the course of the summer.Going to last night's earnings report, the stock was down nearly 20% for the y ...

Last night, FedEx reported a much better than expected quarter, almost out of nowhere, which is why it stock jumped more than 2% today. Now, this is a stock that struggled since the summer of last year, especially during the original tariff turmoil the spring. While FedEx rebounded from its post liberation day lows in April, it never really got back to pre-tariff levels, pretty much trading sideways over the course of the summer.Going to last night's earnings report, the stock was down nearly 20% for the ye ...

The $150 million tariff impact during the quarter was $20 million less than Chief Financial Officer John Dietrich suggested at an investor conference in August. Carere attributed most of the $1 billion fiscal-year headwind to the continued reduction in revenue out of China. She added that the ban on global de minimis will dent the bottom line by $100 million with another $300 million in incremental expense for additional customs clearance expenses.FedEx’s fiscal first quarter, which ended Aug. 31, was impac ...