-- 美国周二表示,已起草一份联合国安理会决议草案,旨在维护霍尔木兹海峡的航行自由。美国指责伊朗通过袭击、布雷和试图向商船征收通行费等手段威胁全球航运。 美国国务卿马可·卢比奥在一份声明中表示,伊朗在这一战略水道上的行动“挟持了世界经济”,而全球石油和天然气贸易很大一部分都经由该水道进行。 这份与包括巴林、沙特阿拉伯、阿联酋、科威特和卡塔尔在内的地区伙伴共同起草的决议草案,呼吁德黑兰停止袭击、停止布雷,并放弃任何向商船征收通行费的企图。 美国及其盟友还要求伊朗披露其布设水雷的数量和位置,并配合清除水雷。 该提案还支持建立一条人道主义海上走廊。 卢比奥国务卿表示,美国预计该决议将在未来几天内进行表决,并表示有信心获得安理会成员和其他共同提案国的支持。 然而,据报道,该倡议前景不明朗,因为它需要俄罗斯和中国的支持,而这两个国家作为安理会常任理事国都拥有否决权。
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Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from CAD4.20 to CAD6.40, applying a price-to-sales multiple of 13x our 2026 sales-per-share view (CAD0.49 using a USD/CAD exchange rate of 0.73x). We adjust our 2026 loss per share (LPS) estimate to -USD0.19 from -USD0.23 and our 2027 LPS view to -USD0.11 from -USD0.15. BLDP reported Q1 2026 revenue of USD19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to USD5.1M) and stationary power (up 775% to USD5.2M), though Bus revenue declined 46% to USD6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to USD52.8M, while the total backlog fell 5% to USD112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.
Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from $3.00 to $4.70, applying a price-to-sales multiple of 13x our 2026 sales-per-share view of $0.36. We adjust our 2026 loss per share (LPS) estimate to -$0.19 from -$0.23 and our 2027 LPS view to -$0.11 from -$0.15. BLDP reported Q1 2026 revenue of $19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to $5.1M) and stationary power (up 775% to $5.2M), though Bus revenue declined 46% to $6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to $52.8M, while the total backlog fell 5% to $112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.