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香港股市本周开盘上涨;喜智科技、迈宝威上市

-- 周一,香港股市收高,投资者对伊朗和美国之间可能取得外交突破的前景保持谨慎乐观。 恒生指数上涨200.74点,涨幅约0.8%,收于26,361.07点;恒生中国企业指数上涨54.04点,涨幅约0.6%,收于8,899.06点。 此前,美国海军驱逐舰“斯普鲁恩斯”号在霍尔木兹海峡附近拦截了一艘悬挂伊朗国旗的货船“图斯卡”号,伊朗随后向美国发出警告,导致紧张局势加剧。 路透社援引Kpler的数据报道称,尽管伊朗宣布再次关闭霍尔木兹海峡,但周六仍有20艘船只通过了这条狭窄的通道。 《南华早报》报道称,中东持续不断的冲突正帮助香港凭借其地理位置和中国强大的经济实力,重新确立其在全球金融领域的避风港地位。 该报指出,银行纷纷将目光投向香港以保护其业务,而全球投资者也纷纷咨询如何在其投资组合中增加对中国内地资产的配置。 在企业新闻方面,两家中国内地公司已提交在香港上市的申请。 上海希智科技(HKG:1879)计划通过出售1380万股股票,以每股最高183.20港元的价格筹集至多25.3亿港元。这家光电计算公司将把所得款项用于推进研发。 与此同时,迈博维(上海)生物科技股份有限公司(港交所代码:2493,沪交所代码:688062)拟通过出售4710万股H股,以每股最高30.71港元的价格募集约14.5亿港元。 所得款项净额将主要用于推进该公司核心产品9MW2821在多种适应症(包括尿路上皮癌、三阴性乳腺癌和宫颈癌)方面的临床试验。

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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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