-- 美國總統川普週一表示,美國擊落了七艘小型船隻,伊朗則襲擊了途經霍爾木茲海峽的船隻。 “我們擊落了七艘小型船隻,或者他們所謂的‘快艇’,”川普在Truth Social網站上發文稱,並稱這些船隻是伊朗所剩無幾的資源。 週一,伊朗襲擊了一艘韓國貨船,加劇了霍爾木茲海峽的緊張局勢。 「伊朗針對一些與船隻航行無關的國家發動了襲擊,其中包括一艘韓國貨船,」川普發文稱,並補充說首爾應該考慮加入美國主導的「自由行動」。 「也許是時候讓韓國加入這項行動了!」他指的是「自由行動」。 川普表示,目前還沒有其他船隻報告受損,並指出這艘韓國貨船仍然是海峽中唯一確認的事件。 川普補充說:“陸軍部長皮特·赫格塞斯和參謀長聯席會議主席丹·凱恩將於明天(週二)上午舉行新聞發布會。” 根據韓國聯合通訊社週一援引政府官員的話報道,一艘由韓國HMM公司運營的貨船在霍爾木茲海峽發生火災和爆炸,船上有24名船員,目前沒有人員傷亡報告。 據報道,韓國外交部稱,懸掛巴拿馬國旗的HMM Namu號貨船發生爆炸和火災,同時官員們正在審查有關可能發生襲擊的情報。 HMM公司表示,火災是從貨船的機艙開始的,當局正在調查起火原因。 該公司表示,船上有24名船員,其中包括6名韓國公民,所有船員在事故中都安全無恙。 路透社報道,韓國表示,仍有26艘懸掛其國旗的船隻滯留在該地區,並補充說,將與合作夥伴協調,以確保船舶和船員的安全。 據報道,韓國海警署稱,當局已將事件詳情告知阿聯酋、科威特、沙烏地阿拉伯、卡達和阿曼的救援機構,並請求合作以迅速採取緊急應對措施。 美國中央司令部週二在其官方推特帳號上發布消息稱,“美國海軍導彈驅逐艦在穿越霍爾木茲海峽後,目前正在阿拉伯灣執行‘自由行動’任務。” 美國中央司令部補充說,在霍爾木茲海峽的海上行動仍在繼續。 “美軍正在積極協助恢復商業航運的通行。作為第一步,兩艘懸掛美國國旗的商船已成功通過霍爾木茲海峽,目前正安全繼續航行。” 在後續的推文中,中央司令部表示,截至週一,美軍已調轉共50艘商船的航線,以確保其海上封鎖得到執行。
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However, a framework for a permanent truce is yet to be reached.The cumulative supply disruption due to the conflict has now reached an estimated 600 million barrels by early May, Wells Fargo Investment Institute said in a note."Absent a reopening of the strait within the next several weeks, the global oil market, in our view, is likely to enter a period of explicit demand rationing within the current quarter," Wells Fargo Investment Institute Chief Investment Officer Darrell Cronk said. "Rationing on the order of four million to five million barrels per day would be required within weeks to rebalance the system, with a typical 30-day lag before flow disruptions fully translate into end-market shortages."US Treasury yields were higher, with the 10-year rate up 6.3 basis points at 4.44% and the two-year rate rising 6.6 basis points to 3.96%."Notwithstanding the recent powerful rallies in stocks, challenges remain to finding resolution for the conflict and in our view persist as a potential negative overhang to market performance with news flow from the Middle East, the price of oil, and supply chain disruptions adding to inflation risks near term," Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus said in a report. 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Research Alert: CFRA Maintains Hold Opinion On Shares Of Magna International Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $10 to $65, based on a 2027 P/E of 9.2x, which represents a justified discount to the stock's 10-year average forward P/E of 10.7x. We maintain our adjusted EPS estimates of USD6.70 for 2026 and USD7.10 for 2027. MG posted Q1 adjusted EPS of USD1.38 versus USD0.78 in Q1 2025 (+77% Y/Y), well ahead of the USD1.01 consensus. The beat was driven by much stronger-than-expected sales and margins: revenue rose 3.1% to USD10.38B (USD110M above consensus), and adjusted EBIT margin expanded 190 bps to 5.4% (120 bps above consensus). While the company did not raise full-year EPS guidance, we think a raise is now more likely given the magnitude of the beat. Given MG's broad product diversification across the automotive parts and equipment space, and its status as the largest North American auto supplier, we think the strength of its Q1 results has positive implications for the broader sub-industry, which has been struggling from a performance standpoint given macroeconomic concerns.
Research Alert: CFRA Maintains Sell Rating Shares Of Avnet Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target price by $10 to $62, based on rolling our valuation forward to our newly initiated FY 28 (Jun.) EPS estimate of $7.79, with a multiple of 8x, below AVT's three- and five-year historical averages of 9x-10x. After stronger-than-expected Mar-Q results and a positive inflection in the semiconductor distribution cycle, we increase our EPS estimates to $4.82 (from $4.55) for FY 26 and to $6.57 (from $6.09) for FY 27. We believe our multiple discount is warranted by the company's continued shift into lower-margin Asia (now 49% of sales), which creates a structural profitability headwind. This, combined with persistent industry competition and geopolitical risks, tempers our outlook. While we recognize tailwinds from AI demand and digital investments, we view the recent high-growth period and management's guidance expectation of continued outsized memory pricing growth as unsustainable, and we expect a return to a more normalized trajectory in FY 27-FY 28.