-- 据彭博社周四援引知情人士的消息报道，海湾和欧洲领导人认为，美伊和平协议的达成大约需要六个月时间。 报道称，在持续的地区紧张局势下，各国领导人正力促立即重新开放霍尔木兹海峡，以恢复中断的能源流动并稳定全球供应链。 他们还警告说，如果几周内未能重新开放该水道，可能会引发更广泛的粮食供应危机。 报道称，官员们表示，如果冲突持续下去，能源价格可能会进一步上涨。 报道还援引消息人士的话称，海湾国家仍然认为伊朗正在发展核武器能力，尽管美国和以色列最近发动了军事打击，但这一担忧并未改变。 他们认为，任何协议都应禁止铀浓缩活动，并限制伊朗的远程导弹能力，作为更广泛的安全框架的一部分。 报道指出，与此同时，海湾领导人普遍反对再次升级军事冲突，并支持美伊继续进行外交接触以解决危机。 报告称，这场冲突始于2月底美国和以色列的空袭，随后伊朗在该地区展开报复性袭击，目标是关键能源基础设施。 自4月初停火以来，油价有所回落，但仍比冲突爆发时高出35%以上，布伦特原油周四的交易价格超过每桶99美元。 霍尔木兹海峡基本处于关闭状态，严重限制了海湾经济体石油、液化天然气、铝和化肥的出口。 报告指出，美国和伊朗正在考虑将停火延长两周，但双方仍存在一些关键症结，包括解除制裁、核限制以及更广泛的地区冲突。已联系沙特阿拉伯、科威特、巴林、阿曼、卡塔尔和阿联酋的外交部，寻求置评。 （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，但可能包含传闻和推测。准确性无法保证。）
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
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 to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB