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停火前景提振亚洲股市

-- 周五,受媒体报道美伊停火谈判将于周六在巴基斯坦举行的消息提振,亚洲股市普遍上涨。 香港、上海和东京股市收涨,其他大多数地区性交易所也纷纷走高。 布伦特原油期货价格维持在每桶100美元以下,亚洲交易时段接近96美元。 在日本,日经225指数高开,收盘走高,最终上涨1.8%,交易员们正在权衡一家大型零售商的盈利报告,并思考中东和平前景。 日经225指数上涨1028.79点,收于56924.11点,但下跌个股数量超过上涨个股,比例为146比75。 迅销集团(Fast Retailing)领涨,股价上涨12%,此前该公司公布了上半年财报并发布了乐观的业绩指引。咨询公司BayCurrent下跌5.8%。 经济新闻方面,日本央行报告称,受油价上涨推动,日本3月份生产者价格指数(PPI)同比上涨2.6%,2月份同比上涨2.1%。 香港恒生指数高开,最终收涨0.6%。此前北京公布的通胀报告显示,中国工业价格通缩的局面可能正在缓解。 恒生指数上涨141.14点,收于25,893.54点,上涨个股数量超过下跌个股,比例为56比31。恒生科技指数当日上涨0.8%,内地地产指数上涨0.4%。 领涨个股方面,宁德时代科技股上涨9%,而面条制造商顶益集团下跌3.3%。 内地方面,上证综指上涨0.5%,收于3,986.22点。 经济新闻方面,国家统计局数据显示,中国3月份生产者价格指数(PPI)同比上涨0.5%,结束了连续41个月的下降趋势。 国家统计局补充道,中国3月份消费者价格指数(CPI)同比上涨1%,低于2月份的1.3%。 其他地区股市方面,韩国综合股价指数(KOSPI)上涨1.4%;台湾加权指数(TWSE)上涨1.6%;澳大利亚ASX 200指数下跌0.1%;新加坡海峡时报指数上涨0.3%;泰国STEM指数上涨1.2%。孟买Sensex指数尾盘上涨1.2%。 MSCI亚太地区所有国家指数当日上涨0.7%。

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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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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.

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