-- 亞洲股市在某種程度上擺脫了中東動盪的影響，科技股因盈利預期而上漲，而北京方面發布的一份報告顯示，舉步維艱的房地產行業可能正在走強，帶動中國房地產股走高。 日本股市因假日休市。 香港和上海股市收漲，其他地區股市漲跌互現。 香港恆生指數高開高走，最終收漲1.7%，房地產板塊領漲。 恆生指數上漲432.06點，收在26,111.84點，上漲個股數量超過下跌個股，比例為77比13。恆生科技指數當天上漲1.7%，而內地房地產指數上漲4.5%。 領漲的股中海外置地上漲8.9%，而豬肉供應商萬洲國際下跌5.8%。 中國大陸方面，上證綜指上漲0.7%，收在4107.51點。 經濟新聞方面，國務院新聞辦公室報道稱，中國房地產市場呈現復甦跡象，3月主要城市成交量上升，價格跌幅收窄，「顯示購屋者信心逐步恢復，市場流動性改善」。 其他地區交易所方面，韓國綜合股價指數（KOSPI）上漲0.8%；台灣加權指數（TWSE）下跌0.5%；澳洲ASX 200指數下跌0.3%；新加坡海峽時報指數下跌0.6%；泰國S10指數上漲0.8%。孟買Sensex指數尾盤上漲0.8%。 MSCI亞太地區所有國家指數上漲0.1%。
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Research
Research Alert: CFRA Maintains Buy Opinion On Shares Of Visa Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $20 to $440, valuing shares at 29.5x our FY 27 (Sep.) EPS, a modest premium to Visa's five-year historical average of 29.1x. We increase our FY 26 EPS estimate to $13.21 from $12.95 and raise FY 27's to $14.94 from $14.66. AI is benefiting Visa more than disrupting it. Value-added services continue their strong momentum, growing 27% in the March quarter, significantly faster than overall revenue growth of 17%. Additionally, cross-border volumes have held steady despite geopolitical tensions in Iran, while payments volume is accelerating. Competitive dynamics are also improving. Revenue growth has outpaced client incentive growth in three of the past four quarters, reversing the previous five years, when client incentives consistently grew faster than revenues. Looking ahead, Visa's positioning as a leader in agentic commerce suggests continued strength, led by rising transaction counts and expanding value-added service adoption.
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US Markets
Brent Approaches $120 Per Barrel as Trump Reportedly Rejects Iranian Proposal
Oil prices rallied Wednesday, with Brent approaching $120 per barrel after US President Donald Trump reportedly rejected an Iranian proposal to lift the naval blockade.Brent crude was last up 7.2% at $119.25 per barrel, having traded as high as $119.45 earlier in the day. West Texas Intermediate rose 7% to $106.91.Trump told Axios on Wednesday he will maintain the US naval blockade of Iranian ports until Tehran agrees to a nuclear deal. Iran wanted the Strait of Hormuz opened before the two sides could sit down to discuss uranium enrichment at a later stage.In a social media post on Wednesday, Trump said Iran "better get smart soon."A senior Iranian security source told state media Press TV that the US naval blockade will soon be met with "practical and unprecedented action."The rhetoric comes amid stalled peace negotiations between Washington and Tehran, though their ceasefire agreement appears to be holding. A separate truce deal is in place between Israel and Lebanon.Pakistani mediators expect a revised proposal from Iran by Friday, CNN reported."Crude oil has resumed its war-driven rally, with Brent rising almost non-stop since a brief mid-month tumble to ($86 per barrel), when hopes for a peace deal and a short-lived reopening of the Strait of Hormuz triggered a sharp but temporary correction," Saxo Bank Head of Commodity Strategy Ole Hansen said in a report Wednesday.Besides the Iran war, markets are assessing the implication of the United Arab Emirates' decision to leave the Organization of the Petroleum Exporting Countries.The move marks a "major strategic shift (for the UAE), freeing it from production quotas that for years limited its ability to fully utilize expanding capacity," Hansen said.The UAE is set to increase oil production after walking away from oil cartel OPEC, ING Bank said in a report Wednesday."However, before this can be tapped, there must be a resolution in the Persian Gulf that allows for uninhibited energy flows through the Strait of Hormuz once again," ING said. "Therefore, in the short term, this development has little impact on the market. But in the medium to longer term, it means more supply for the market."
Australia
Pentair Stock Decline on Potential Inventory Destocking 'Overdone,' RBC Says
Pentair (PNR) shares fell 10% following the company's Q1 earnings report on Tuesday but the sell off, tied to warnings of a potential inventory destocking, was "overdone," RBC Capital Markets said.During the company's earnings call, Pentair disclosed expectations for its Pool channel partners to execute an inventory reduction in Q2 and Q3, which stems from a lowered industry volume forecast, especially for high-end discretionary products, the RBC analysts said. Pentair explained that recent price actions had prompted distributors to stock up, the analysts said.The stock price decline was also driven by H2-weighted guidance and concerns over residential and consumer spending, according to the note.However, Pentair continues its strong execution on productivity initiatives, margin improvement, and new product introductions, fueling a streak of 16 consecutive quarters of margin expansion, the analysts noted. They said that they have not observed any execution issues or missteps.RBC maintained the company's stock rating at outperform and lowered the price target to $101 from $107.Price: $81.36, Change: $-1.50, Percent Change: -1.81%
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