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受強勁財報提振,股市盤中走高;油價上漲

-- 受一連串樂觀的企業績效提振,美國基準股指盤中走高,而伊朗在霍爾木茲海峽扣押兩艘貨櫃船後,油價上漲。 週三午盤過後,那斯達克指數上漲1.3%,至24,577.8點;標普500指數上漲0.8%,至7,121.3點;道瓊工業指數上漲0.6%,至49,444點。各板塊中,科技板塊領漲,漲幅達2.1%,房地產板塊跌幅最大。 波音公司(BA)第一季虧損意外收窄,原因是商用飛機交付量增加,同時該公司公佈的現金消耗量較去年同期下降。波音股價盤中上漲5.4%,成為道瓊指數中表現最佳的股票。 波士頓科學公司 (BSX) 股價上漲 8.9%,在標普 500 指數中漲幅位居第三。這家醫療器材供應商的第一季業績超出華爾街預期,但下調了全年業績指引。 菲利普莫里斯國際公司 (PM) 公佈的第一季業績也高於市場預期,但同時下調了全年盈利預期。這家捲菸和電子煙製造商的股價上漲 6.9%。 多家大型科技股盤中上漲,其中美光科技 (MU) 上漲 7.7%,是標普 500 指數中表現最佳的股票之一。蘋果 (AAPL) 上漲 2.6%,在道瓊指數中漲幅位居第二。微軟 (MSFT) 和 Salesforce (CRM) 的股價也上漲。 特斯拉 (TSLA)、國際商業機器公司 (IBM) 和德州儀器 (TXN) 將於週三收盤後公佈業績。 IBM 股價盤中下跌 1.9%,是道瓊指數中跌幅最大的股票。西德州中質原油上漲3.7%,至每桶92.94美元;布蘭特原油上漲3.3%,至每桶101.76美元。 伊朗稱扣押了兩艘試圖穿越霍爾木茲海峽的貨櫃船,霍爾木茲海峽是重要的石油咽喉要道。美國總統川普週二晚間延長了與德黑蘭的停火協議,但他表示,對伊朗港口的海上封鎖將繼續。 美伊第二輪和平談判的進展仍不明朗。 盛寶銀行大宗商品策略主管奧勒·漢森週三在一份報告中表示:“由於交易員對混亂且往往自相矛盾的新聞報道做出反應,油價持續劇烈波動,凸顯了德黑蘭和華盛頓之間根深蒂固的不信任。” 美國公債殖利率盤中漲跌互現,10年期公債殖利率基本持平於4.31%,2年期公債殖利率上漲2.5個基點至3.80%。 黃金價格上漲0.7%,至每盎司4,753美元;白銀價格上漲1.8%,至每盎司77.90美元。

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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.

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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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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