-- 週五下午晚些時候，科技股走高，道富科技精選行業SPDR ETF (XLK)上漲2.7%，道富SPDR標普半導體ETF (XSD)上漲5.9%。 費城半導體指數上漲4%。 根據彭博社週五引述一份法庭文件報道，在產業新聞方面，川普政府支持馬斯克的AI公司xAI，該公司正在起訴科羅拉多州一項旨在防止人工智慧系統歧視的新法律。報道稱，該法將於6月30日生效，將規範企業在涉及就業、醫療保健、住房和其他領域的決策中使用人工智慧工具的方式。報告還稱，美國司法部認為該措施違反了憲法的平等保護條款，並將扭曲模型輸出，從而「基於種族、性別、宗教和其他受保護特徵進行歧視」。 企業新聞方面，英特爾 (INTC) 股價飆升近 23%，此前這家晶片製造商週四晚間公佈的第一財季業績超出華爾街預期，主要得益於人工智慧驅動的產品需求。 Meta Platforms (META) 週五宣布，已簽署協議，將數千萬個亞馬遜 (AMZN) 網路服務 (AWS) Graviton 核心整合到其運算網路中。 Meta 股價上漲 2.5%，亞馬遜股價上漲 3.6%。 根據彭博社報道，Alphabet (GOOGL) 旗下的Google計劃向亞馬遜支持的 Anthropic 公司投資 100 億美元，並有可能追加 300 億美元。報導引述 Anthropic 的聲明稱，谷歌承諾以 3500 億美元的估值投資 100 億美元，如果 Anthropic 達到業績目標，谷歌可能追加 300 億美元。 Alphabet 股價上漲 1.7%。 根據《日經亞洲》報道，Alphabet旗下的Google和微軟(MSFT)將參與競標，以選定軟銀正在開發的美國資料中心的營運商。報道稱，該決定最快可能在本月公佈，與計劃在俄亥俄州皮克頓建設的10吉瓦數據中心有關，該數據中心是預計最終投資額達5000億美元的更大規模投資項目的一部分。微軟股價上漲2.1%。
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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.
$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
$^TASI$SASE:2380$SASE:4012
Research
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.
$URI