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中东局势再度紧张,令美国股指期货盘前交易承压。

-- 周一盘前,美国股指期货走低,此前美国扣押了一艘试图突破美国封锁的伊朗货船,导致中东紧张局势再次升级。伊朗拒绝在巴基斯坦重启与美国的和平谈判。 道琼斯工业平均指数期货下跌0.6%,标普500指数期货下跌0.6%,纳斯达克指数期货下跌0.5%。 美国曾表示希望在与伊朗为期两周的停火协议于周二到期前重启谈判,但伊朗外交部表示,由于持续的封锁以及美国的“过分要求”,伊朗不会参与新的谈判。 周末期间,伊朗先是解除了对途经霍尔木兹海峡船只的封锁,随后又重新实施了封锁。 预计本周将公布季度财报的公司包括:周二盘前公布财报的通用电气航空航天公司 (GE) 和联合健康集团 (UNH);周三盘后公布财报的特斯拉 (TSLA) 和 IBM (IBM);周四盘后公布财报的英特尔 (INTC);以及周五盘前公布财报的宝洁公司 (PG)。 油价上涨,近月全球基准北海布伦特原油上涨4.8%,至每桶94.73美元;美国西德克萨斯中质原油上涨5.7%,至每桶87.29美元。 本周经济日程暂无重要数据公布。

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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

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