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市场传闻:特朗普暗示可能在36-72小时内与伊朗举行会谈

-- 据《纽约邮报》周三报道,美伊会谈可能在36至72小时内重启,美国总统特朗普表示有可能取得突破。 特朗普在回复《纽约邮报》的短信中表示,“有可能”,当时他被问及会谈是否即将举行。 报道称,伊斯兰堡方面的消息人士也指出,36至72小时内可能出现进展。 此前,特朗普于周二决定延长停火协议,称停火协议将持续有效,直至伊朗提出推动会谈的“统一方案”。 《纽约邮报》援引一位巴基斯坦消息人士的话称,与德黑兰的外交接触已经加快,这一时间表反映了华盛顿和伊朗之间为重启谈判而进行的持续秘密渠道努力。 该消息人士表示,尽管双方言辞激烈,但停火协议仍然有效,并指出双方均未升级军事行动,这表明双方都保持了一定的克制。 报道称,消息人士表示,巴基斯坦继续在促进对话方面发挥着核心调解作用。 白宫和巴基斯坦外交部尚未回复的置评请求。 (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 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

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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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