-- 阿聯酋股市週三收高，富時ADX綜合指數上漲0.668%，而杜拜金融市場綜合指數（DFM綜合指數）則小幅上漲0.059%。 佔據新聞頭條的是，阿聯酋在對其生產政策以及現有和未來產能進行全面評估後，於上週五決定退出石油輸出國組織（歐佩克）及其下屬的歐佩克+組織。 「歐佩克和歐佩克+的實力始終取決於成員國減少石油供應的意願，而阿聯酋正是其中之一。失去一個日產能達480萬桶且雄心勃勃的成員國，無疑會使該組織失去一個重要的工具，」Rystad Energy地緣政治分析主管豪爾赫·萊昂評論道。 “儘管鑑於霍爾木茲海峽持續的動盪和更廣泛的地緣政治不確定性，短期影響可能不大，但長期影響更為深遠。” 企業新聞方面，Fertiglobe（ADX：FERTIGLB）公佈第一季歸屬於母公司股東的利潤和營收分別成長173%和32%。其股價收盤上漲10.32%。 杜拜上市的Tecom集團（DFM：TECOM）公佈第一季獲利和營收均有所成長，受其商業和工業資產以及策略性投資入住率提高的推動，股價收盤上漲1.20%。 在大西洋彼岸，市場將等待聯準會今日稍後公佈的利率決議。正如市場普遍預期，聯邦基金利率將維持在3.50%至3.75%的區間不變。這場聯邦公開市場委員會會議預計也將是聯準會主席鮑威爾的最後一次會議，美國總統川普提名的凱文沃許預計將接替他。 「聯準會很有可能會發出信號，表明現在就通膨與成長之間的權衡以及相關的貨幣政策影響下結論還為時過早。然而，來自中東的最新跡象並不樂觀。鑑於這可能是鮑威爾最後一次新聞發布會，他的信號或許需要謹慎解讀，但風險在於他可能會採取鷹派立場，」荷蘭國際集團表示。
Related Articles
International
Atlanta Fed US Q1 GDP Nowcast Estimate Unrevised From Previous 1.2% Gain
Australia
Werner Enterprises' Pivot to Dedicated Services May Reduce Torque, Morgan Stanley Says
Werner Enterprises' (WERN) move away from one-way truckload toward dedicated fleet services just as the market turns may reduce the company's immediate torque to the truckload cycle, Morgan Stanley said in a note Tuesday.Overall, the investment firm said the company may benefit from the shift as the dedicated business is likely to be a "big share-gainer" in an upcycle, with management lifting its full-year dedicated rate guidance on a "very strong" pipeline.Management said Q1 saw the "strongest" pricing inflection in over 3 years and Q2 guidance indicates a modest upside to consensus, while being consistent with Morgan Stanley estimates, according to the note.While one-way truckload revenue per total mile guidance of 1% to 4% growth in Q2 was a little soft versus market trends, management said this reflects the pivot into dedicated, the firm said.Morgan Stanley said Werner remains somewhat of a show-me story within truckload, given the timing of its pivot, completing the FirstFleet acquisition, and proving it has resolved some of its recent cost issues.Morgan Stanley maintained an overweight rating on the stock and lifted the price target to $47 from $45.Shares of Werner Enterprises rose more than 6% in Wednesday trading.Price: $36.68, Change: $+2.28, Percent Change: +6.63%
$WERN
Australia
BNP Paribas Adjusts Price Target on United Rentals to $995 From $825, Maintains Neutral Rating
United Rentals (URI) has an average rating of overweight and mean price target of $1,074.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $953.33, Change: $-9.39, Percent Change: -0.98%
$URI