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FINWIRES

黄金早盘走势与美元和收益率同步企稳

-- 周四早盘,金价企稳,在市场担忧高油价将推高通胀并迫使利率上调的背景下,金价维持区间震荡。 6月交割的黄金期货价格下跌6.20美元,至每盎司4746.80美元。 尽管2月28日伊朗战争爆发后地缘政治局势动荡,但自本月初以来,金价一直维持在200美元的区间内波动。虽然黄金在动荡时期被视为一种价值储存手段,但随着油价飙升推高通胀,交易员们转而投资债券和美元以抵御利率上升的风险,这使得金价维持在区间震荡。 “3月份金价大幅下跌后,4月份金价趋于企稳。尽管我们感觉投资者仍保持策略性操作,但我们与业内人士的交流总体上持乐观态度。许多机构投资者认为,金价此前创下的历史高位过于乐观,投机性过强,或许杠杆过高。经过上个月的下跌和疲软,目前普遍认为金价更接近其基本面(即宏观经济驱动因素加上不确定性),”加拿大皇家银行资本市场(RBC Capital Markets)黄金和天然气策略师克里斯托弗·卢尼(Christopher Louney)写道。 美元早盘小幅走高,ICE美元指数最新上涨0.09点至98.68。美国国债收益率变化不大,两年期国债收益率最新报3.813%,上涨0.7个基点,十年期国债收益率持平于4.307%。

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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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