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FINWIRES

特朗普试图遏制地缘政治风险,美国股市指数涨跌互现。

-- 周三午盘交易中,美国股市涨跌互现,此前美国总统特朗普淡化了伊朗战争可能持续的可能性,这抑制了地缘政治风险。 纳斯达克综合指数上涨1.2%,至23920.8点;标普500指数上涨0.5%,至6999.2点。然而,道琼斯工业平均指数下跌0.5%,至48303.5点。标普500指数目前距离7002.28点的历史高点仅一步之遥。 据路透社报道,特朗普表示,与伊朗的战争即将结束,并告诉全世界要为“令人惊叹的两天”做好准备。与此同时,作为调解方的巴基斯坦陆军参谋长抵达德黑兰,试图阻止冲突再次爆发。报道称,巴基斯坦军方证实,陆军元帅阿西姆·穆尼尔已抵达德黑兰。一位伊朗高级消息人士告诉路透社,曾斡旋上一轮会谈的穆尼尔将前往伊朗“缩小”双方之间的分歧。 与此同时,据美国有线电视新闻网(CNN)报道,美国中央司令部称,封锁伊朗港口已“完全停止”伊朗的经济海上贸易。伊朗军方威胁称,如果美国继续封锁伊朗港口,伊朗将对红海航运采取制裁措施。 西德克萨斯中质原油期货上涨1.1%,至每桶92.39美元;布伦特原油期货上涨1%,至每桶95.6美元。 麦格理集团全球外汇及利率策略师蒂埃里·维兹曼在一份报告中指出:“关键在于,尽管市场自上周以来有所反弹,但目前的停火协议仍然脆弱。停火协议目前仍然阻碍了石油流通。如果核问题无法达成协议,敌对行动可能会重启,包括在红海。”

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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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