-- 据彭博社周三援引知情人士报道,美国和伊朗正在考虑将停火协议延长两周,双方已持续近七周的冲突仍在继续。 谈判的重点是延长将于周二到期的现有停火协议,以便为达成更广泛的和平协议争取更多时间。 霍尔木兹海峡的对峙仍然是焦点。据报道,伊朗已限制大多数船只的通行,并表示希望在冲突结束后继续控制该海峡。 白宫在回复的询问时表示,美国尚未与伊朗就延长停火达成正式协议,但仍在进行磋商。 白宫援引一位美国高级官员的话说:“美国尚未正式同意延长停火。美伊双方仍在继续努力达成协议。” 据彭博社报道,与此同时,调解人正推动双方进行技术层面的磋商,以解决包括重新开放霍尔木兹海峡和伊朗核计划在内的关键症结所在。 据报道,霍尔木兹海峡周边地区的紧张局势依然高涨。自冲突爆发以来,这条全球能源供应的关键通道一直处于关闭状态。 美国已实施海上封锁以限制伊朗的出口,而德黑兰也限制了其他船只进入该水道。 伊朗警告称,美国持续的封锁可能意味着停火协议遭到破坏。据伊朗国家媒体报道,伊朗联合军事司令部司令阿里·阿卜杜拉希对此表示担忧。 据报道,阿卜杜拉希表示,如果限制措施持续下去,伊朗“将不允许任何进出口活动”通过这些关键水道。 目前,外交斡旋仍在进行中,巴基斯坦继续在华盛顿和德黑兰之间进行调解和沟通。 据报道,以色列也在考虑停火事宜,但由于其他地区冲突不断,尚未最终确定停火方案。 彭博社援引伊朗半官方的法尔斯通讯社报道称,一艘伊朗超级油轮无视美国的封锁,穿越霍尔木兹海峡进入伊朗水域。 尽管原油价格已从峰值回落,但美国汽油和柴油价格仍处于季节性高位,这给夏季旅游旺季前的消费者带来了压力。 (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。)
Related Articles
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.
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.
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.