-- 周三盘前,华尔街股指期货小幅走低,交易员们正在消化财报季的信息,并等待德黑兰和华盛顿之间可能重启的和平谈判。 美国总统唐纳德·特朗普对霍尔木兹海峡的海上封锁似乎仍在维持。 期货方面,标普500指数、纳斯达克指数和道琼斯指数在盘前均小幅走低。 西德克萨斯中质原油价格上涨1.8%,至每桶92.89美元。 受中东局势前景提振,亚洲股市隔夜普遍走高,而欧洲股市午盘小幅走低,奢侈品零售股下滑。 美国银行(BAC)股价在盘前上涨1.2%,此前该公司公布的第一季度盈利和营收均高于预期。 PNC金融服务公司(PNC)股价下跌0.7%,此前该公司公布的第一季度营收低于分析师预期。 摩根士丹利 (MS) 和 Progressive Corp. (PGR) 等公司将在盘前公布财报。 经济方面,根据抵押贷款银行家协会周三公布的数据,截至4月10日当周,抵押贷款申请量增长1.8%,原因是抵押贷款利率下降提振了再融资活动,但新房申请量的小幅下降部分抵消了这一增长。 4月份纽约州制造业指数将于上午8:30公布,同时公布的还有3月份的进出口价格公告。 4月份全美住宅建筑商协会 (NAHB) 住房市场指数将于上午10:00公布,随后是上午10:30的美国能源信息署 (EIA) 每周石油状况报告。 美联储理事迈克尔·巴尔和副主席米歇尔·鲍曼预计将于周三发表讲话。 美联储褐皮书(汇集了12个地区联储的商业和经济报告)将于下午2:00发布。 盘前交易中,比特币交易价格为73954美元,10年期美国国债收益率为4.26%。现货黄金价格为每盎司4795美元。
Related Articles
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
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.
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.