-- 週四午盤交易中,美國股市漲跌互現。此前,以色列和黎巴嫩同意停火10天,清除了中東地區延長伊朗停火協議的外交障礙。 那斯達克指數上漲0.1%,至24,046.2點;標普500指數上漲不到0.1%,至7,024.3點;道瓊工業指數持平於48,454.77點。三大股指早盤均走高。能源和科技板塊領漲,醫療保健部門表現最差。 美國總統川普週四在Truth Social上表示,黎巴嫩和以色列已同意從美國東部時間下午5點開始實施為期10天的停火。黎巴嫩總理納瓦夫·薩拉姆表示歡迎這項消息。 4月7日,伊朗和美國宣布停火兩週後,以色列繼續轟炸黎巴嫩境內的伊朗代理武裝組織——德黑蘭方面認為此舉違反了與美國達成的停火協議。 同時,根據美國有線電視新聞網(CNN)報道,伊朗官員和巴基斯坦陸軍參謀長阿西姆·穆尼爾將於週四在德黑蘭會晤,討論德黑蘭和華盛頓之間的信息傳遞。白宮對達成協議表示樂觀,並表示第二輪會談很可能在巴基斯坦舉行。 根據路透社報道,美國國防部長皮特·赫格塞斯週四表示,對伊朗的海上封鎖是當前停火期間「禮貌」行為的體現,如果接到命令,美軍已準備好打擊伊朗的發電廠和能源產業。 西德州中質原油期貨價格上漲3.6%,至每桶94.61美元;布蘭特原油期貨價格上漲4.8%,至每桶99.52美元。 貴金屬方面,黃金期貨下跌0.2%至每盎司4,812.20美元,白銀期貨下跌1.2%至每盎司78.71美元。 美國公債殖利率漲跌互現,10年期公債殖利率上漲3.4個基點至4.31%。 公司新聞方面,嘉信理財(SCHW)股價盤中下跌5.8%,成為標普500指數中跌幅最大的股票之一。此前該公司公佈的第一季淨收入低於分析師預期。 路透社週四援引一位工會領導人的採訪報道稱,波音公司(BA)正在加緊招聘,每週新增約100至140名工廠工人,以填補退休工人的空缺並支持不斷提高的生產效率。這家飛機製造商的股價盤中下跌3%,成為道瓊指數中表現最差的股票。 經濟新聞方面,截至4月11日當週,美國首次申請失業救濟人數降至20.7萬人,低於前一周向下修正後的21.8萬人,而彭博社匯總的分析師調查顯示,市場預期降幅較小,為21.3萬人。 美國3月工業生產季減0.5%,低於彭博社彙整的調查顯示預期的0.1%的成長,而2月的增幅則向上修正為0.7%。 費城聯邦儲備銀行4月製造業指數進一步升至26.7,此前3月份該指數升至18.1,而彭博社匯總的調查顯示,市場預期該指數將降至10。 紐約聯邦儲備銀行公佈的4月份服務業指數從3月的-22.6改善至-14.0,低於彭博社先前調查的-20.0的預期增幅。該指數是4月公佈的首個服務業數據,顯示服務業收縮速度放緩。
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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.
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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