-- 週三，由於美伊重啟談判以結束中東戰爭的結果不明朗，原油價格上漲。 布蘭特原油價格上漲1.5%，至每桶96.24美元；西德州中質原油價格上漲1.2%，至每桶92.46美元。由於戰爭，霍爾木茲海峽仍處於事實上的封閉狀態，影響著全球原油供應。 路透社週三報導稱，美國總統川普表示，與伊朗的談判可能在本週恢復。儘管如此，美國仍然對伊朗港口實施了封鎖。 路透社引述菲利普·諾瓦（Phillip Nova）高級市場分析師普里揚卡·薩赫德瓦（Priyanka Sachdeva）的話說：“油價走勢可能更多地取決於外交進展，而不是戰場局勢。市場越來越關注談判相關的新聞，而不是軍隊部署。”
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$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.
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