-- 根據彭博社週四引述知情人士的消息報道，海灣和歐洲領導人認為，美伊和平協議的達成大約需要六個月時間。 報導稱，在持續的區域緊張局勢下，各國領導人正力促立即重新開放霍爾木茲海峽，以恢復中斷的能源流動並穩定全球供應鏈。 他們還警告說，如果幾週內未能重新開放該水道，可能會引發更廣泛的糧食供應危機。 報道稱，官員表示，如果衝突持續下去，能源價格可能會進一步上漲。 報導也引述消息人士的話稱，海灣國家仍然認為伊朗正在發展核武能力，儘管美國和以色列最近發動了軍事打擊，但這項擔憂並未改變。 他們認為，任何協議都應禁止鈾濃縮活動，並限制伊朗的遠程飛彈能力，作為更廣泛的安全框架的一部分。 報導指出，同時，海灣領導人普遍反對再次升級軍事衝突，並支持美伊繼續進行外交接觸以解決危機。 報導稱，這場衝突始於2月底美國和以色列的空襲，隨後伊朗在該地區展開報復性攻擊，目標是關鍵能源基礎設施。 自4月初停火以來，油價有所回落，但仍比衝突爆發時高出35%以上，布蘭特原油週四的交易價格超過每桶99美元。 霍爾木茲海峽基本上處於關閉狀態，嚴重限制了海灣經濟體石油、液化天然氣、鋁和化肥的出口。 報告指出，美國和伊朗正在考慮將停火延長兩週，但雙方仍存在一些關鍵癥結，包括解除制裁、核限制以及更廣泛的區域衝突。已聯繫沙烏地阿拉伯、科威特、巴林、阿曼、卡達和阿聯酋的外交部，尋求置評。 （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 Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
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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.
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