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FINWIRES

4月10日美國主要經濟數據每日彙總

-- 3月消費者物價指數上漲0.9%,其中能源價格上漲10.9%,汽油價格更是創下21.2%的歷史新高,佔整體價格上漲的近75%。 剔除食品和能源價格後,消費者物價上漲0.2%,低於預期,食品價格持平。 年漲幅從2月的2.4%大幅加速至3.3%,創近兩年來最高;核心消費者物價指數較去年同期上漲2.6%,高於上月的2.5%。 業主等價租金上漲0.3%,普通租金上漲0.2%,均高於上月漲幅。 此外,新車價格在上月持平後上漲0.1%,二手車價格連續第二個月下跌0.4%,但機票價格上漲2.7%。 密西根大學4月消費者信心指數初值從3月的53.3降至47.6,反映出一年期通膨預期大幅上升,拉低了消費者對當前經濟狀況和近期前景的評估。 密西根州表示,所有收入和年齡層的消費者信心都有所下降,受訪者將伊朗衝突列為主要原因。 2月工廠新訂單持平,其中運輸訂單下降5.3%,其餘類別合計成長1.2%。 耐久財訂單降幅從初值1.4%上調至1.3%,而非耐久財新訂單成長1.5%。 工廠出貨量成長1.4%,工廠庫存成長0.1%。結合已公佈的零售和批發銷售初值,預計當月企業銷售額將成長1.7%。 美國財政部報告稱,3月預算缺口為1,641億美元,高於2025年3月報告的1,605.3億美元赤字,但本財年迄今的預算缺口小於去年同期。 聖路易斯聯邦儲備銀行對第一季GDP的預估為成長1.992%,高於前一周的1.703%。

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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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Petro Rabigh Emerges From Loss in Q1; Revenue Grows

Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.

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