Syrian state news agency said Syria's energy minister met Egypt's energy minister on Tuesday at the Washington Global Energy Forum to discuss expanding cooperation in the energy sector.

CITIGROUP raised its S&P 500 year‑end target to 8,100 from 7,700, implying just over 9.5% upside from last Friday’s close and says AI-led earnings growth could push the index past 8,000 in 2026. The bank projects S&P 500 EPS of $350 in 2026 and $400 in 2027. Analysts note unusually widespread Q1 earnings beats; while not fully sustainable, they expect the earnings surprise rate to remain above normal for several quarters and for earnings growth to supplant valuation expansion as the primary market driver. They warned US‑Iran hostilities, inf and the interest‑rate path could spur volatility, but said AI spending remains the focal point for investors and concerns about an AI bubble are premature — the market is in the mid‑game and future P/E should moderate as earnings bear more of the burden for returns.

重要新闻 1. SpaceX首次公开募股获大幅超额认购，多家机构提交百亿美元级订单。 个股新闻 1. OpenAI向美国证券交易委员会保密提交IPO的S-1草案，但尚未决定首次公开募股的时间。 2. 英伟达CEO黄仁勋日前在一次公开发言中盛赞高通(QCOM.O)在移动设备芯片领域的表现，并建议投资者买入高通股票。 3. 礼来(LLY.N)与瑞典药企AlzeCure Pharma达成合作及授权协议，交易总值逾10亿美元，涉及其阿兹海默症研发候选产品的全球权益。 4. 苹果(AAPL.O)、谷歌(GOOG.O)和英伟达(NVDA.O)据报合作开发新一代人工智能模型Apple Foundation Model Cloud Pro，旨在实现高性能与隐私保护并重。 5. 阿波罗全球管理与黑石集团(BX.N)敲定350亿美元Anthropic私募信贷融资方案。 6. 葛兰素史克(GSK.N)宣布同意以106亿美元收购癌症药物制造商Nuvalent。 7. 阿斯利康(AZN.O)口服减肥药elecoglipron在临床试验中帮助患者减重10.5%。