FINWIRES · TerminalLIVE
FINWIRES

盘前交易中,股市下跌,交易员密切关注美伊和平谈判进展。

-- 周三盘前交易中,美国主要股指走低,交易员密切关注美伊和平谈判重启的最新消息,并等待更多银行财报。 标普500指数、道琼斯工业平均指数和纳斯达克指数在开盘前均下跌0.2%。周二,三大股指收盘走高,其中纳斯达克指数连续第十个交易日上涨。 美国总统特朗普周二告诉《纽约邮报》,未来两天可能在巴基斯坦与伊朗就和平协议进行进一步谈判。据美国消费者新闻与商业频道(CNBC)周二援引一位白宫官员的话报道,华盛顿和德黑兰目前正在讨论第二轮会谈,但尚未正式安排。 特朗普在接受福克斯商业频道采访时表示,他认为伊朗战争“即将结束”。 上周末,美伊在巴基斯坦举行的和平谈判无果而终。在遭遇挫折后,美国海军开始封锁霍尔木兹海峡的关键伊朗港口。然而,美伊之间为期两周的停火协议仍然有效。 西德克萨斯中质原油在盘前交易中上涨1.8%,至每桶92.96美元,布伦特原油上涨2.2%,至每桶90.13美元。 国际能源署周二预测,由于中东冲突,今年全球石油需求将转为负值,预计第二季度石油消费量将出现自新冠疫情爆发以来的最大降幅。 据报道,美国财政部长斯科特·贝森特周二在一次活动上表示,特朗普政府的关税可能在7月份恢复到最高法院2月份裁定其无效之前的水平。 开盘前,美国国债收益率走高,两年期国债收益率上涨0.4个基点至3.76%,十年期国债收益率上涨0.6个基点至4.26%。 包括美国银行(BAC)、摩根士丹利(MS)、Progressive保险公司(PGR)、PNC金融服务集团(PNC)、M&T银行(MTB)和第一地平线银行(FHN)在内的多家公司都计划在盘前公布季度财报。J.B. Hunt运输服务公司(JBHT)的业绩将在收盘后公布。 荷兰芯片设备制造商ASML(ASML)公布季度业绩后,其在美国上市的股票在盘前小幅下跌0.8%。博通(AVGO)股价上涨3.1%,原因是这家芯片制造商扩大了与Meta Platforms(META)的合作,以支持这家科技巨头的人工智能计算基础设施。 周二公布的政府数据显示,受伊朗战争引发的市场波动影响,能源批发成本飙升,3月份生产者价格增长趋于稳定。 周三的经济日程包括:美东时间上午7点公布每周抵押贷款申请公告;上午8:30公布4月份纽约州制造业指数和3月份进出口价格报告;上午10点公布本月住房市场指数;上午10:30公布美国能源信息署(EIA)国内石油库存报告。 美联储褐皮书(Beige Book)——一份汇集了12个地区联储经济和商业报告的汇编——将于下午2点发布。 美联储理事迈克尔·巴尔将于上午8:30发表讲话;美联储负责监管的副主席米歇尔·鲍曼将于下午1:45发表讲话。 黄金价格下跌0.7%,至每盎司4,818美元;比特币价格小幅下跌0.2%,至每盎司74,132美元。

Related Articles

Research

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