-- 周三,亚洲股市走高,交易员注意到全球原油价格回落,并权衡美伊和平谈判的前景。 香港、上海和东京股市收涨,其他大多数地区性交易所也纷纷上涨。 布伦特原油价格在交易时段内报每桶94.68美元,当日下跌0.8%。 在日本,日经225指数高开,最终收涨0.9%,银行和科技股因盈利报告和前景展望而上涨。 基准日经225指数上涨524.28点,收于59,349.17点,连续第四个交易日上涨,但下跌股票数量超过上涨股票数量,为144比79。 科技产品制造商Ibiden领涨,上涨10.3%,而软件测试公司Shift下跌6.3%。 香港恒生指数收涨0.4%,主要受油价下跌提振。 恒生指数上涨126.41点,收于26,487.48点,上涨个股数量超过下跌个股30只,比例为59比30。恒生科技指数下跌0.1%,而内地地产指数上涨1.3%。 领涨的股票是宁德时代科技,涨幅达4.8%,而智能手机零部件制造商舜宇光学科技下跌2.4%。 内地方面,上证综指上涨0.1%,收于4,085.08点。 其他地区交易所方面,韩国KOSPI指数上涨2.7%;台湾加权指数(TWSE)上涨1.8%;澳大利亚ASX 200指数持平;新加坡海峡时报指数上涨0.2%;泰国SET指数上涨0.1%。孟买股市尾盘交易中,Sensex指数上涨1%。 MSCI亚太地区所有国家指数当日上涨0.7%。
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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
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.