-- 周四午盘,欧洲股市小幅走高,交易员密切关注伊朗和华盛顿在海湾冲突中延长停火协议的前景,并消化正在进行的财报季数据。 科技股和房地产股领涨欧洲大陆市场,而食品股则表现落后。 投资者也关注着隔夜亚洲股市收盘走高后,华尔街股指期货走势疲软。 经济方面,国际能源署执行主任法提赫·比罗尔告诉美联社,如果霍尔木兹海峡的燃料供应继续受阻,欧洲的航空燃油储备“可能只够维持六周左右”。 泛欧斯托克600指数午盘上涨0.3%。 斯托克600科技指数上涨1.5%,斯托克600银行指数持稳。 欧洲斯托克600石油天然气指数下跌0.2%,欧洲斯托克600食品饮料指数下跌0.3%。 欧洲房地产投资信托指数(REITE)上涨1.2%。 各国股市方面,德国DAX指数上涨0.6%,伦敦富时100指数上涨0.6%,巴黎CAC 40指数上涨0.5%,西班牙IBEX 35指数上涨0.2%。 德国10年期国债收益率走低,接近3.01%。 北海布伦特原油期货近月合约上涨1%,至每桶95.84美元。 欧洲斯托克50指数波动率下跌1.2%至20.65,但仍表明未来30天欧洲股市的波动性略高于平均水平,这是一个负面信号。该指数高于20表明市场波动性可能更大,而低于20则表明市场交投较为平静。
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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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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.