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随着停火协议即将到期,美伊冲突再度升级,油价上涨

-- 周一,由于美伊停火协议本周即将到期,两国冲突明显升级,油价上涨。 西德克萨斯中质原油价格上涨4.7%,至每桶86.43美元;布伦特原油价格上涨4.6%,至每桶94.52美元。 上周五,伊朗宣布霍尔木兹海峡开放,这是美国的关键诉求,油价因此暴跌。然而,德黑兰于周六重新控制了该水道。双方均指责对方违反了将于周二到期的为期两周的停火协议。 美国总统唐纳德·特朗普在Truth Social上发帖称,美国海军周日扣押了一艘试图突破海上封锁的伊朗籍船只。 “中东局势再次令油价剧烈波动,看似缓和的局面迅速演变为局势再度升级,”荷兰国际集团(ING)大宗商品策略主管沃伦·帕特森周一在一份报告中指出。 美国正派遣谈判代表前往巴基斯坦举行第二轮和平谈判,但伊朗表示不打算参与。 由于中东冲突扰乱了霍尔木兹海峡的运输,能源价格飙升。霍尔木兹海峡是全球最重要的原油运输咽喉要道。 “美国扣押了一艘悬挂伊朗国旗的船只后,人们对原定的和平谈判能否举行产生了怀疑,”帕特森表示。

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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

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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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