FINWIRES · TerminalLIVE
FINWIRES

美國油價最新消息:伊朗與美國會談前原油價格維持穩定

-- 週五午盤交易中,原油期貨價格變動不大,市場關注週六在伊斯蘭堡舉行的美伊會談。這次會談將決定脆弱的停火協議的走向,因為霍爾木茲海峽的交通仍然受到限制。 近月西德州中質原油期貨下跌0.35%,至每桶98.25美元;布蘭特原油期貨上漲0.55%,至每桶96.44美元。 週六上午,美伊代表團將開始首輪面對面談判。 美國總統川普在Truth Social網站上發文稱,伊朗人活著的唯一原因“就是為了談判”,並指出德黑蘭唯一掌握的籌碼是封鎖海峽,以此製造短期壓力。 川普在社交媒體上發文表示:“伊朗人似乎沒有意識到,除了利用國際水道對世界進行短期勒索之外,他們沒有任何其他籌碼。” 據報道,川普表示,如果與伊朗的和平談判失敗,美國正在為其軍艦裝載「最好的武器」。 然而,伊朗方面表示,在和平談判開始前,必須先釋放被凍結的伊朗資產,並在黎巴嫩實現停火。距離談判預定開始時間僅剩幾個小時,此番表態無疑地為談判蒙上了一層陰影。 伊朗議會議長穆罕默德·巴格爾·加利巴夫週五表示,在談判開始前,必須落實兩項已達成的行動:黎巴嫩停火和釋放伊朗被凍結的資產。 伊朗外交部長賽義德·阿巴斯·阿拉格奇也重申,黎巴嫩應納入伊朗與美國為期兩週的停火協議範圍,並強調華盛頓必須遵守其「承諾」。 同時,荷蘭國際集團(ING)分析師表示,儘管川普對解決這場持續六週的衝突持樂觀態度,但他威脅德黑蘭,要求在霍爾木茲海峽收取費用。 最新航運數據顯示,自4月8日停火生效以來,霍爾木茲海峽的船舶活動略有增加,但流量仍遠低於正常水準。 MarineTraffic表示,4月8日至9日共有14艘船舶通過該海峽,其中4月9日當天就有9艘船舶通過。 Kpler策略師在周五的一份報告中指出:“超過1.3億桶原油和凝析油滯留在約80艘滿載原油的油輪上,其中大部分是超大型油輪(VLCC),包括沙特阿拉伯、伊拉克和阿聯酋在內的主要出口國無法運輸貨物。” 在供應方面,沙烏地阿拉伯週四表示,伊朗對其能源基礎設施的襲擊導致該國石油產能和東西輸油管的輸送能力分別減少了約60萬桶/日和70萬桶/日。

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