-- 周四美股开盘前走低,投资者正在评估美伊近期达成的为期两周的停火协议的不确定性,并等待一份关键的通胀报告。 标普500指数和道琼斯工业平均指数在盘前交易中均下跌0.3%,纳斯达克指数下跌0.2%。这些指数周三收盘上涨,创下至少四周以来的最高收盘价。 伊朗议会议长穆罕默德·巴格尔·加利巴夫周三在X网站上发文称,美国违反了德黑兰提出的十点停火方案中的三项条款。加利巴夫表示,这些违约行为包括以色列袭击黎巴嫩、无人机进入伊朗领空以及否认德黑兰的铀浓缩权利。 加利巴夫表示:“我们对(美国)根深蒂固的历史性不信任源于其屡次违反各种承诺——令人遗憾的是,这种模式再次重演。在这种情况下,双边停火或谈判是不合理的。” 周三晚些时候,唐纳德·特朗普总统在Truth Social网站上发帖称,美国舰船、飞机和军事人员将“留在伊朗及其周边地区”,直到“达成的真正协议得到全面遵守”。 特朗普表示:“很久以前就已达成一致,尽管存在各种相反的虚假言论——没有核武器,霍尔木兹海峡将保持开放和安全。” 周二,特朗普宣布,他同意暂停对伊朗的袭击两周,前提是德黑兰同意全面安全地开放霍尔木兹海峡,这是世界上最重要的原油运输咽喉要道。伊朗外交部长赛义德·阿巴斯·阿拉格奇在一份声明中表示,伊朗将在与武装部队协调并“充分考虑技术限制”的情况下,允许在为期两周的停火期间“安全通行”霍尔木兹海峡。 巴基斯坦总理谢赫巴兹·谢里夫周二表示,两国代表团定于周五在巴基斯坦伊斯兰堡举行会晤,就“解决所有争端的最终协议”进行谈判。 西德克萨斯中质原油开盘前上涨3.5%,至每桶97.70美元;布伦特原油上涨3.3%,至每桶97.87美元。 盛宝银行首席投资策略师查鲁·查纳纳周三在一份报告中表示:“新闻头条可能会先平静下来,但真正的局面调整取决于未来几天的发展。” 延迟发布的2月份个人收入和支出报告定于美国东部时间上午8:30发布。该报告包含个人消费支出核心价格指数,这是美联储首选的通胀指标。 美联储3月会议纪要周三显示,与会者强调,在宏观风险加剧的情况下,央行需要“灵活”调整货币政策。纪要显示,大多数政策制定者担心旷日持久的战争可能会使劳动力市场状况恶化,从而可能需要宽松的政策。然而,油价上涨导致的持续通胀可能需要加息。 据芝加哥商品交易所(CME)的FedWatch工具显示,市场普遍预期美联储将在4月晚些时候的下次政策会议上维持基准贷款利率不变。 美国国债收益率在盘前交易中走低,两年期国债收益率下跌0.5个基点至3.79%,十年期国债收益率下跌0.4个基点至4.29%。 周四的经济数据还包括上午8:30公布的第四季度国内生产总值(GDP)最终估值报告(此前有所延迟)以及每周初请失业金人数报告。 星座品牌(Constellation Brands,股票代码:STZ)股价在盘前下跌0.9%,此前这家啤酒和葡萄酒公司发布了低于华尔街预期的全年盈利预期。 Neogen(股票代码:NEOG)、黑莓(BlackBerry,股票代码:BB)和Simply Good Foods(股票代码:SMPL)等公司将在盘前公布最新财报。WD-40(股票代码:WDFC)的财报将在收盘后发布。 黄金价格小幅上涨0.5%,至每盎司4,752美元;比特币价格微涨0.2%,至每盎司71,399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.