-- 根據《焦點台灣》週三報道，台灣經濟部長龔明信表示，受中東危機影響，台灣已將美國原油進口比例提高至總供應量的約60%。 龔明信在立法院作證時指出，這一比例較2024年的約30%大幅增加，當時大部分原油進口仍來自中東。他表示，儘管地緣政治局勢緊張，但供應仍穩定，預計4月和5月將有油輪到港。 據通報，受區域緊張局勢影響，台灣國營煉油企業中油和台塑石化已將原油運輸路線從波斯灣轉移。報告稱，龔明信補充說，台灣的石油儲備足以滿足約140天的消費，目前還有200萬桶原油正在運輸途中。 （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，但可能包含傳聞和推測。準確性無法保證。）
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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
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