-- 根據美國全國廣播公司（NBC）報道，美國總統川普週四表示，儘管停火脆弱且霍爾木茲海峽航運中斷，但他對與伊朗達成潛在和平協議「非常樂觀」。 川普表示，伊朗官員在談判中“更加理性”，並指出他們表現出願意滿足關鍵條件的意願，同時警告稱，未能達成協議將造成嚴重後果。 由副總統J·D·萬斯率領的美國代表團將前往巴基斯坦，在伊斯蘭堡舉行關鍵談判，旨在解決這場持續近六週的衝突。 報道引述兩位高級政府官員的話稱，由於以色列對黎巴嫩南部的空襲仍在繼續，停火面臨壓力，川普呼籲總理內塔尼亞胡減少軍事行動。 川普表示，他已與內塔尼亞胡通話，據報道，內塔尼亞胡告訴川普，「他會低調行事」。報道還稱，萬斯也暗示以色列可能會在正在進行的攻勢中縮減行動規模。 內塔尼亞胡表示，以色列將繼續打擊真主黨，並強調他堅持停火協議“不包括真主黨”，同時他也表示願意與黎巴嫩進行直接談判。 據報道，歐洲領導人敦促將黎巴嫩納入有限停火協議。 通報也指出，霍爾木茲海峽的航運仍然有限，週三（停火協議生效的第一天）只有五艘船通過，而且沒有一艘運載石油或天然氣，這讓人懷疑航運是否真正恢復。 截至週四中午，已有兩艘船通過了海峽。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和猜測。準確性無法保證。）
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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says
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Research
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 $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012