-- 根據《日經新聞》週四報道，日本首相高市早苗將在訪問越南期間正式提出一項修訂後的印太戰略，該戰略以供應鏈韌性和經濟安全為核心。 這次訪問越南的行程還包括澳大利亞，重點在於加強區域合作，特別是與東南亞經濟體的合作。報導稱，更新後的框架調整了2016年首次提出的方案，以反映關鍵技術和資源領域日益激烈的競爭。 該計畫的核心是確保稀土等關鍵材料的供應，實現能源來源多元化，並降低近期全球危機的衝擊。報導也指出，日本計劃透過加大公共和私人投資，擴大在人工智慧、半導體和量子技術等領域的合作。 報告稱，安全關係將透過擴大向夥伴國家提供裝備的國防援助計畫以及深化經濟聯繫的發展援助來加強。 （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 Hold Opinion On Shares Of Otis Worldwide Corporation
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012
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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.
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