-- 根據Politico週四報道，歐盟正準備加速向清潔能源轉型，並將此舉視為在中東衝突擾亂全球能源市場背景下的國家安全當務之急。報道引用了一份協議草案。 報道稱，歐盟27個成員國的部長預計下週二簽署一項旨在全面改革歐盟能源外交的戰略方案。擬議的結論強調，在地緣政治風險加劇的情況下，有必要加強能源安全和戰略自主。 鑑於伊朗衝突擾亂了全球能源市場，草案將加速部署清潔能源作為核心政策應對措施，並將能源轉型定位為經濟和安全的當務之急。 報告引述歐盟政治與安全委員會4月14日支持的聲明草案稱，歐盟官員警告稱，伊朗及更廣泛的中東地區不斷升級的敵對行動對地區穩定和全球經濟構成日益嚴重的風險。 歐盟委員會尚未回覆的置評請求。 該聲明仍需歐盟各國大使和外長批准，其強調了歐洲因嚴重依賴進口化石燃料而持續存在的脆弱性。聲明指出，加速國內清潔能源轉型是強化歐盟戰略自主的最有效途徑。 歐盟成員國表示，加速再生能源和低碳能源的部署和整合將有助於降低能源成本並增強經濟韌性。他們補充說，這項轉型對於加強能源安全和更廣泛的經濟主權至關重要。 該草案還呼籲歐盟為未來十年化石燃料進口需求持續下降帶來的地緣政治和貿易影響做好準備，預示著全球能源關係可能會重塑。 （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.
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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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