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美国股指期货盘前交易持平,脆弱的美伊停火协议引发交易员谨慎情绪

-- 周五美股期货盘前走势平稳,交易员对美伊之间脆弱的两周停火协议持谨慎态度。 道琼斯工业平均指数期货持平,标普500指数期货上涨0.1%,纳斯达克指数期货上涨0.2%。 霍尔木兹海峡仍然关闭,以色列与黎巴嫩真主党的交火仍在继续,尽管美伊会谈定于周六上午在伊斯兰堡举行。以色列表示,将与黎巴嫩政府展开谈判,目标是解除真主党的武装并结束该国境内的袭击。 油价上涨,近月全球基准北海布伦特原油上涨0.1%,至每桶95.99美元;美国西德克萨斯中质原油上涨0.2%,至每桶98.06美元。 据彭博社汇总的估计,将于美国东部时间上午8:30公布的3月份消费者价格指数(CPI)预计为2月份0.9%,高于1月份的0.3%。与此同时,密歇根大学4月份消费者信心指数预计为51.5%,低于此前预测的53.3%;2月份工厂订单预计为-0.2%,高于此前预测的0.1%。 这两项报告均定于美国东部时间上午10:00发布。

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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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$^TASI$SASE:2380$SASE:4012
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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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