-- 据美国全国广播公司（NBC）报道，美国总统唐纳德·特朗普周四表示，尽管停火脆弱且霍尔木兹海峡航运中断，但他对与伊朗达成潜在和平协议“非常乐观”。 特朗普表示，伊朗官员在谈判中“更加理性”，并指出他们表现出愿意满足关键条件的意愿，同时警告称，未能达成协议将造成严重后果。 由副总统J·D·万斯率领的美国代表团将前往巴基斯坦，在伊斯兰堡举行关键谈判，旨在解决这场持续近六周的冲突。 报道援引两位高级政府官员的话称，由于以色列对黎巴嫩南部的空袭仍在继续，停火面临压力，特朗普呼吁总理本雅明·内塔尼亚胡减少军事行动。 特朗普表示，他已与内塔尼亚胡通话，据报道，内塔尼亚胡告诉特朗普，“他会低调行事”。报道还称，万斯也暗示以色列可能会在正在进行的攻势中缩减行动规模。 内塔尼亚胡表示，以色列将继续打击真主党，并强调他坚持停火协议“不包括真主党”，同时他也表示愿意与黎巴嫩进行直接谈判。 据报道，欧洲领导人敦促将黎巴嫩纳入有限停火协议。 报道还指出，霍尔木兹海峡的航运仍然有限，周三（停火协议生效的第一天）只有五艘船通过，而且没有一艘运载石油或天然气，这让人怀疑航运是否真正恢复。 截至周四中午，已有两艘船通过了海峡。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和猜测。准确性无法保证。）
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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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Asia Markets
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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