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美伊停火协议脆弱不堪,原油价格飙升

-- 周一,由于市场担忧美伊停火协议的脆弱性影响霍尔木兹海峡的石油运输,原油价格大幅上涨。 布伦特原油价格上涨5%至每桶94.92美元,西德克萨斯中质原油价格上涨6%至每桶88.89美元。此前,美国扣押了一艘伊朗货船。路透社周一援引分析师的话报道称,尽管伊朗宣称将通过停火协议开放霍尔木兹海峡,但伊朗伊斯兰革命卫队仍向油轮开火。 路透社援引斯巴达商品公司分析师June Goh的话说:“市场基本面正在恶化,因为每天仍有1000万至1100万桶原油产能被关闭。” 报道称,伊朗表示不会参加美国希望在本周为期两周的停火协议到期前启动的第二轮谈判,这引发了人们对敌对行动重新开始的担忧。

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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.

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