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阿联酋股指结束连跌,美伊和平谈判前景重燃希望

-- 阿联酋股市在周五收盘时结束了此前的连跌势头。富时ADX综合指数上涨0.432%,迪拜金融市场综合指数上涨0.691%。 路透社报道称,伊朗外长阿巴斯·阿拉格奇将于周五晚抵达巴基斯坦,这提振了市场对美伊和平谈判持续进行的乐观情绪。路透社援引政府消息人士的话称,一支美国后勤和安全小组已抵达伊斯兰堡。 周五下午3点58分(阿联酋时间),布伦特原油期货价格徘徊在每桶104.28美元,较前一日下跌0.75%。 与此同时,国际能源署表示,由于中东油气基础设施遭受袭击,全球液化天然气产量同比下降8%,预计3月至4月期间,卡塔尔和阿联酋的液化天然气供应总量将减少200亿立方米。 国际能源署在其第二季度天然气市场报告中指出:“考虑到近期供应中断和中期供应影响的综合作用,中东冲突已导致2026年至2030年期间累计液化天然气供应量减少约1200亿立方米。中东冲突造成的损失约占2026年至2030年期间全球液化天然气预期供应量的15%,因此,中期内新液化设施的投产最终将弥补这一损失。” 企业方面,该地区迎来了Sudatel电信集团(ADX:SUDATEL)发布的2025财年全年业绩报告。这家电信和互联网服务公司公布的财报显示,其营收达到4.525亿美元,创下近六年来的新高。该公司股价收盘上涨1.81%。 另一方面,迪拜投资公司(DFM:DIC)获得股东批准,将于2025年派发每股0.25迪拉姆的现金股息,受此消息提振,该公司股价收盘上涨1.26%。

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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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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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