-- 周二，受美伊重启谈判希望的提振，原油期货价格跌破每桶100美元大关。 近月西德克萨斯中质原油期货下跌3.6%，至每桶95.52美元；布伦特原油期货下跌超过2%，至每桶97.31美元。 盛宝银行分析师表示：“周一的反弹势头消退后，油价回落至每桶100美元以下，此前有初步迹象表明，华盛顿和德黑兰可能寻求重启此前陷入僵局的和平谈判。” 国际能源署周二发布的月度石油市场报告称，伊朗战争从根本上颠覆了其全球能源前景，预计今年石油需求将减少8万桶/日。 国际能源署表示，受减产和基础设施大面积损毁的影响，3月份累计供应损失已达3.6亿桶，预计4月份将达到4.4亿桶。 据多家媒体报道，援引中国海关周二公布的数据，全球最大原油消费国中国3月份原油出口量同比下降2.8%，至4998万吨，约合每日1177万桶。
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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says
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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 $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012