FINWIRES · TerminalLIVE
FINWIRES

以色列和黎巴嫩同意延長停火協議,股市盤前普遍上漲。

-- 週五開盤前,美國基準股指普遍走高,此前美國總統川普宣布延長以色列和黎巴嫩之間的停火協議。 標普500指數上漲0.1%,那斯達克指數上漲0.9%,而道瓊工業指數下跌0.3%。這些指數在前一交易日均收跌。 川普週四在社群媒體上發文稱,在以色列和黎巴嫩代表白宮會晤後,兩國停火協議將延長三週。川普上周宣布了以色列和黎巴嫩之間為期10天的停火協議。 「會晤非常成功!」川普寫道。 “美國將與黎巴嫩合作,幫助其抵禦真主黨的威脅。” 以色列與黎巴嫩真主黨之間的衝突一直是美伊和平努力的關鍵癥結所在,而美伊和平努力目前尚未取得任何進展。 荷蘭國際集團(ING Bank)週四在一份報告中表示:“隨著美伊和平談判陷入僵局,人們對美伊達成和解的希望正在逐漸消退。如果雙方沒有取得任何進展,市場將對近期主導價格走勢的各種噪音和新聞報道越來越麻木。” 川普週四下令美國海軍「擊沉任何在霍爾木茲海峽布雷的船隻」。此外,這位美國領導人還聲稱,美國「完全控制」了這項關鍵的石油供應咽喉要道。 川普本週稍早延長了與伊朗的停火協議,但他表示,對伊朗港口的海上封鎖將繼續進行。據報道,伊朗伊斯蘭革命衛隊週三扣押了兩艘試圖穿越霍爾木茲海峽的油輪。 西德州中質原油(WTI)在開盤前上漲1.3%,至每桶97.08美元,布蘭特原油上漲1.6%,至每桶106.76美元。 美國公債殖利率在盤前交易呈現上升趨勢,兩年期公債殖利率上漲1.5個基點至3.84%,十年期公債殖利率上漲0.8個基點至4.33%。 英特爾(INTC)股價在盤前交易中飆升27%,此前這家晶片製造商公佈的第一季業績超出華爾街預期。 AMD股價上漲11%,而Lucid(LCID)在周四收盤下跌9.3%後反彈0.4%。 寶潔(PG)、HCA醫療保健(HCA)、SLB(SLB)和Charter Communications(CHTR)等公司將在盤前公佈最新財務業績。 週五的經濟數據包括:美國東部時間上午10點公佈的密西根大學4月消費者信心指數終值報告,以及下午1點公佈的貝克休斯每周石油天然氣鑽井平台數量統計。 黃金價格下跌0.6%,至每盎司4,695美元,而比特幣價格小幅上漲至每盎司7,7,789美元。

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
Research

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.

$URI