FINWIRES · TerminalLIVE
FINWIRES

布伦特原油价格逼近每桶120美元,据报道特朗普拒绝了伊朗的提议

By

-- 周三,油价大幅上涨,布伦特原油逼近每桶120美元,此前有报道称美国总统特朗普拒绝了伊朗提出的解除海上封锁的提议。 布伦特原油最新上涨7.2%,至每桶119.25美元,盘中一度触及每桶119.45美元的高位。西德克萨斯中质原油上涨7%,至每桶106.91美元。 特朗普周三告诉Axios新闻网,他将继续维持美国对伊朗港口的海上封锁,直到德黑兰同意达成核协议。伊朗希望在双方能够坐下来讨论铀浓缩问题之前,先开放霍尔木兹海峡。 特朗普周三在社交媒体上发帖称,伊朗“最好尽快醒悟过来”。 一位伊朗高级安全官员告诉伊朗国家电视台Press TV,美国海上封锁很快将遭到“切实且前所未有的行动”的回应。 尽管华盛顿和德黑兰之间的停火协议似乎仍在维持,但双方的言论仍处于停滞状态。以色列和黎巴嫩之间也达成了单独的停火协议。 据美国有线电视新闻网(CNN)报道,巴基斯坦调解人预计伊朗将在周五之前提出修改后的方案。 盛宝银行大宗商品策略主管奥勒·汉森周三在一份报告中表示:“原油价格已恢复了受战争推动的上涨势头。布伦特原油价格自月中短暂跌至每桶86美元后几乎持续上涨。当时,人们对和平协议的希望以及霍尔木兹海峡短暂重新开放的预期引发了油价的急剧但暂时的回调。” 除了伊朗战争之外,市场还在评估阿联酋退出石油输出国组织(欧佩克)的决定所带来的影响。 汉森表示,此举标志着“(阿联酋的)重大战略转变,使其摆脱了多年来限制其充分利用不断增长的产能的产量配额限制”。 荷兰国际集团(ING)周三发布的一份报告称,阿联酋退出石油输出国组织(欧佩克)后,计划增加石油产量。 荷兰国际集团表示:“然而,在此之前,波斯湾必须达成一项解决方案,确保霍尔木兹海峡的能源运输畅通无阻。因此,短期内,这一进展对市场影响甚微。但从中长期来看,这意味着市场将获得更多供应。”

Related Articles

Research

Research Alert: CFRA Downgrades Rating To Sell From Hold On Shares Of Essex Property Trust, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target by $15 to $250 using a narrower equity risk premium and a forward P/FFO of 15.5x, which is in line with the multifamily residential REIT average. We keep our 2026 FFO estimate at $16.15 and lower 2027's by $0.05 to $16.45 on respective revenue projections of $1.94B and $1.98B. Rental revenue is not yet rebounding to historical growth levels. Across the industry, we are seeing inflation in key operating expenses exceeding revenue growth, and this leads to modest gains in cash NOI growth Y/Y. We expect these market conditions to continue as pricing power for ESS and its peers seems to have eased. In particular, ESS has a West Coast portfolio profile that is exposed to significant job layoffs in the technology sector. In our opinion, we have not yet seen the tail risk of major announcements just released in recent weeks. ESS has the challenge of complying with strict housing guidelines in California, leading to the trust historically underperforming peers in other parts of the country.

$ESS
Research

Research Alert: CFRA Keeps Buy Rating On Shares Of Biogen Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our target at $236, 13.8x our new 2027 EPS view, a discount to BIIB's five-year historical forward P/E average of 14.1x. We lower our 2026 EPS view to $15.24 from $16.14 to adjust for the impact from acquired IPR&D. We keep our 2027 EPS view at $17.16. BIIB reported a strong start to 2026, with sales of $2.5B and adjusted EPS of $3.57. We see a successful stabilization of the business after years of decline, due to a 12% Y/Y increase in the growth products portfolio. In our view, during the analyst call, management presented a clear strategic vision centered on the pending $5.6B acquisition of Apellis, expected to close in Q2, which can transform BIIB into a growth company by adding two commercial assets, Syfovre and Empaveli. We think the Apellis deal could bridge a revenue gap until 2028, when the company's late-stage pipeline matures. Via this acquisition, BIIB also gains nephrology expertise and an established infrastructure, which could set its key asset Felzartamab launch for success.

$BIIB
Australia

Starbucks to Sustain Sales Momentum; to Focus on Margins in H2, UBS Says

Starbucks (SBUX) is expected to maintain solid sales momentum on its turnaround strategy, though investor focus is shifting toward margin recovery in H2, UBS said in a note on Wednesday.The brokerage said strong transaction-driven comparable sales growth in Q2 reflected improvements in operations, menu innovation and updated loyalty program.Looking ahead, UBS said continued execution on initiatives such as afternoon beverage platforms, loyalty enhancements, store closures and operational improvements should support sales into H2.UBS also expects margin expansion later in the year, supported by sales leverage, cost savings and easing pressures from tariffs and coffee costs.UBS raised the price target on the stock to $105 from $100 but maintained a neutral rating.Price: $106.10, Change: $+8.82, Percent Change: +9.06%

$SBUX