-- 週一盤前，美國股指期貨走低，中東緊張局勢再升級。此前，美國扣押了一艘試圖突破封鎖的伊朗貨船，伊朗拒絕在巴基斯坦重啟與美國的和平談判。 道瓊工業指數期貨下跌0.5%，標普500指數期貨下跌0.4%，那斯達克指數期貨下跌0.4%。 美國曾表示希望在與伊朗為期兩週的停火協議於週二到期前重啟談判，但伊朗外交部表示，由於持續的封鎖以及美國的“過分要求”，伊朗不會參與新的談判。 週末期間，伊朗先是解除了途經霍爾木茲海峽船隻的封鎖，隨後又重新實施了封鎖。 預計本週將公佈季度財報的公司包括：週二盤前公佈財報的通用電氣航空航天公司 (GE) 和聯合健康集團 (UNH)；週三盤後公佈財報的特斯拉 (TSLA) 和 IBM (IBM)；週四盤後公佈財報的英特爾 (INTC)；以及週五盤前公佈財報的寶潔公司 (PG)。 油價上漲，近月全球基準北海布蘭特原油上漲4.9%，至每桶94.81美元；美國西德州中質原油上漲5.6%，至每桶87.25美元。 本週無重要經濟數據公佈。 其他國際市場方面，日本日經指數收漲0.6%，香港恆生指數收漲0.8%，中國上證綜指收漲0.8%。同時，英國富時100指數下跌0.6%，德國DAX指數在歐洲午後交易時段下跌1.3%。 股市方面，受週一油價上漲的提振，埃克森美孚 (XOM)、雪佛龍 (CVX) 和康菲石油 (COP) 這三家主要石油公司的股價分別上漲 1%、1.2% 和 1.7%。 Marvell Technology (MRVL) 的股價上漲 5.8%，此前有報導稱，該公司正與 Alphabet (GOOG, GOOGL) 旗下的谷歌洽談，共同開發兩款針對人工智慧推理任務優化的新型處理器。 另一方面，必和必拓 (BHP) 的股價下跌 1.2%，此前彭博新聞報道稱，該公司和三菱開發公司已開始對其在昆士蘭州的煤炭和其他礦業資產進行審查，因為擔心該州政府的特許權使用費要求。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012
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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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