-- 中国は、米国の人工知能（AI）関連知的財産を組織的に盗用しているとして、ホワイトハウスから非難を受けている。 ホワイトハウス科学技術政策局のマイケル・クラツィオス局長は木曜日に発表した覚書の中で、中国は数千もの代理アカウントと「ジェイルブレイク技術」を用いて米国のAI機能を盗み出していると述べた。 同局長はさらに、こうした行為は搾取的であり、外国勢力が「セキュリティプロトコルを無効化」することを可能にし、「イデオロギー的に中立で真実を追求する」モデルを生み出す結果になると付け加えた。 トランプ大統領と習近平国家主席の首脳会談の数週間前に発表されたこの覚書は、2025年10月に沈静化した技術摩擦を再燃させる恐れがある。 ロイター通信の報道によると、中国政府はこれらの主張を「根拠がない」と否定している。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^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.
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