-- 伊朗相关新闻仍将主导市场走势，但加拿大丰业银行在其晨报中指出，尽管市场情绪“较为平淡”，但周五上午公布的美国CPI和加拿大就业数据“或许值得关注”。 丰业银行指出，加拿大3月份的就业报告与美国CPI数据同时发布（美国东部时间上午8:30），“可能会对国内市场造成一定程度的影响”。该行表示，“普遍预期会出现一定程度的反弹”，但也暗示“反弹可能存在一些不确定因素”。丰业银行指出，市场普遍预期新增就业人数将增加1.5万人，大多数预测在1万至4万人之间，只有“一个极端的例外，其预测仅仅是市场噪音，而非任何实质性信息”。丰业银行还指出，最高预期为4万人。
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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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 to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
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