-- 路透社引述兩位匿名消息人士報道，瓦萊羅能源公司（Valero Energy，股票代號：VLO）位於德州亞瑟港的煉油廠已重啟生產。該煉油廠日處理量為38萬桶，上月發生爆炸及火災，導致該裝置停產。 報告稱，日處理能力為11.5萬桶的AVU 147原油蒸餾裝置已恢復運行，而日處理能力為21萬桶的裝置仍處於停產狀態，其加熱裝置仍在維修中。 AVU 146裝置的產能約占美國墨西哥灣沿岸原油煉油總產能的2%，約佔德州總產能的3.4%，凸顯了其對該地區能源安全的重要性。 路透社指出，煉油廠關閉的消息傳出後，爆炸當天柴油價格上漲了每桶16美分。 瓦萊羅公司尚未回覆就此事的置評請求。 （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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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012
Research
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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