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行业动态:能源股周四下午上涨

-- 周四下午,能源股普遍上涨,纽约证券交易所能源板块指数上涨1.8%,道富能源精选板块SPDR ETF(XLE)上涨1.5%。 费城石油服务板块指数上涨0.5%,道琼斯美国公用事业指数上涨0.2%。 据彭博社周四援引熟悉此事的阿拉伯海湾国家和欧洲官员的话报道,美国和伊朗达成和平协议大约需要六个月时间,双方应延长停火期限以涵盖这段时间。 西德克萨斯中质原油价格上涨4%,至每桶94.95美元;全球基准布伦特原油价格上涨5%,至每桶99.64美元。 正如彭博社汇总的调查所预期的那样,截至周五的一周内,美国天然气库存增加了590亿立方英尺,此前一周的增幅为500亿立方英尺。 亨利枢纽天然气期货价格上涨1.1%,至每百万英热单位2.64美元。 公司新闻方面,道达尔能源(TotalEnergies,股票代码:TTE)股价上涨4.5%,此前该公司表示,受油价上涨和新项目贡献的推动,预计第一季度勘探和生产业绩将大幅增长。 挪威国家石油公司(Equinor,股票代码:EQNR)表示,预计其市场营销、中游和加工部门的第一季度业绩将更加强劲。该公司股价上涨4.6%。 能源燃料公司(Energy Fuels,股票代码:UUUU)周三任命总裁罗斯·巴普(Ross Bhappu)为首席执行官,接替即将退休的马克·查尔默斯(Mark Chalmers)。能源燃料公司股价上涨1.2%。

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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

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Petro Rabigh Emerges From Loss in Q1; Revenue Grows

Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.

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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.

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