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受美伊停火延期预期提振,股市盘前上涨

-- 周四美股开盘前走高,市场对美伊停火协议可能延长的乐观情绪升温,投资者正等待几家大型公司的最新财报。 标普500指数和道琼斯工业平均指数盘前均上涨0.1%,纳斯达克指数上涨0.3%。标普500指数和纳斯达克指数周三收盘均创下新高,而道琼斯指数则收跌。 据彭博新闻周四援引一位知情人士的消息报道,华盛顿和德黑兰正在考虑延长将于下周到期的停火协议,以便有更多时间进行和平谈判。 据报道,唐纳德·特朗普总统在周三播出的福克斯商业频道采访中表示,与伊朗的战争“即将结束”,伊朗当局渴望达成协议。 “我认为谈判接近尾声了,我认为谈判非常接近尾声了,”特朗普在采访中说道。“我们拭目以待,我认为他们非常渴望达成协议。” 据美国有线电视新闻网(CNN)报道,白宫新闻秘书卡罗琳·莱维特周三表示:“我们对达成协议的前景感到乐观。” 美伊和平谈判周末在巴基斯坦结束,但未能达成协议。 荷兰国际集团(ING)周三在一份报告中表示:“随着美国和伊朗安排第二轮会谈,以及德黑兰似乎愿意停止向伊朗运送物资以避免试探美国海上封锁,市场对中东危机正朝着解决方向发展的信心日益增强。” 西德克萨斯中质原油(WTI)开盘前上涨1.2%,至每桶92.35美元;布伦特原油上涨1.3%,至每桶89.23美元。 流媒体巨头奈飞(Netflix,NFLX)计划在股市收盘后公布其最新财务业绩。百事可乐 (PEP)、雅培 (ABT)、嘉信理财 (SCHW)、普洛斯 (PLD)、纽约梅隆银行 (BK)、美国合众银行 (USB) 和旅行者保险公司 (TRV) 等公司将在盘前发布财报。 台积电 (TSM) 在美国上市的股票在盘前下跌 1.5%,此前这家芯片制造商公布了最新的财务业绩。J.B. Hunt Transport Services (JBHT) 股价上涨 1.8%,该公司公布的第一季度业绩超出市场预期。 Hims & Hers Health (HIMS) 股价上涨 6.8%,此前一个交易日收盘上涨 14%。 周四的经济数据包括:美国东部时间上午 8:30 公布的每周初请失业金人数,以及费城联储 4 月份的制造业指数。上个月的工业生产报告将于上午 9:15 公布。 美联储理事斯蒂芬·米兰将于上午10:35发表讲话,而纽约联储主席约翰·威廉姆斯则将于上午8:35发表讲话。 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1.7个基点至3.75%,十年期国债收益率下跌0.5个基点至4.27%。 黄金价格小幅上涨0.1%至每盎司4,829美元,而比特币价格下跌0.7%至每盎司74,459美元。

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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says

Fortescue (ASX:FMG) reported softer quarterly performance alongside ongoing challenges at Iron Bridge and increased spending on non-core green energy projects, raising concerns over returns and valuation, Jefferies said in an April 24 note.The company reported a softer quarter due to seasonal and weather impacts, with solid performance from its Pilbara hematite operations offset by ongoing underperformance at the Iron Bridge magnetite project, which continues to face throughput and margin challenges and may struggle to justify its value.Jefferies noted that the company's $680 million investment in green energy capacity for third-party customers, such as industrial users and data centers, represents a strategic shift, but views it as non-core capital allocation that may justify a higher discount rate for its mining business until clearer returns emerge.The equity research firm said that the company's Pilbara system is nearing port capacity constraints, a "good problem" that may allow higher-margin hematite production to displace costlier Iron Bridge volumes, as the company reviews its portfolio, trims Iron Bridge output, and keeps overall shipment guidance broadly unchanged.The research firm added that the company remains financially solid with $4.2 billion in cash despite dividends and capital expenditure outflows and is expected to return to a net cash position longer term, but highlighted Iron Bridge uncertainty and higher green energy spending as risks, including a potential write-down, supporting a cautious outlook.Jefferies maintained an underperform rating on Fortescue and reduced the price target to AU$16.50 from AU$17.50.

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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

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.

$^TASI$SASE:2380$SASE:4012