-- 週四午盤,歐洲股市小幅走高,交易員密切關注伊朗和華盛頓在海灣衝突中延長停火協議的前景,並消化正在進行的財報季數據。 科技股和房地產股領漲歐洲大陸市場,食品股則表現落後。 投資人也關注著隔夜亞洲股市收盤走高後,華爾街股指期貨走勢疲軟。 經濟方面,國際能源總署執行長法提赫·比羅爾告訴美聯社,如果霍爾木茲海峽的燃料供應繼續受阻,歐洲的航空燃油儲備「可能只夠維持六週左右」。 泛歐斯托克600指數午盤上漲0.3%。 斯托克600科技指數上漲1.5%,史托克600銀行指數持穩。 歐洲斯托克600石油天然氣指數下跌0.2%,歐洲斯托克600食品飲料指數下跌0.3%。 歐洲房地產投資信託指數(REITE)上漲1.2%。 各國股市方面,德國DAX指數上漲0.6%,倫敦富時100指數上漲0.6%,巴黎CAC 40指數上漲0.5%,西班牙IBEX 35指數上漲0.2%。 德國10年期公債殖利率走低,接近3.01%。 北海布蘭特原油期貨近月合約上漲1%,至每桶95.84美元。 歐洲斯托克50指數波動率下跌1.2%至20.65,但仍顯示未來30天歐洲股市的波動性略高於平均水平,這是一個負面訊號。該指數高於20表示市場波動性可能更大,而低於20則表示市場交投較為平靜。
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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.