-- 週四，Raymond James 將加拿大國家鐵路公司 (CNR.TO, CNI) 的目標價從 162 美元上調至 170 美元，並將加拿大太平洋堪薩斯城鐵路公司 (CP.TO, CP) 的目標股價從 120 美元上調至 125 美元。 分析師 Steve Hansen 維持對這兩家加拿大鐵路公司的「跑贏大盤」評級。 Hansen 在給客戶的報告中表示：“加拿大鐵路運輸量在 2026 年的開局好於預期。儘管 1 月份受惡劣天氣影響，但受穀物、多式聯運和石油化工行業持續利好因素的推動，2 月和 3 月的運輸量有所加速增長。” 這位分析師表示：“加拿大國家鐵路公司 (CN) 和加拿大太平洋堪薩斯城鐵路公司 (CPKC) 的業績均超出我們的預期。” 「在2026財年貨運量預期表現平平之後，加拿大國家鐵路公司（CN）表現尤為突出，不僅連續第二個季度超出市場預期，也超越了其最接近的競爭對手。股價也隨之上漲，」漢森表示。 「展望未來，我們對這兩家鐵路公司仍保持謹慎樂觀。儘管美國進一步採取貿易行動的威脅依然存在，但我們認為，在以下三個因素的支撐下，短途至中途貨運量增長的路徑是切實可行的：1）持續的散貨運輸利好因素（穀物、鉀肥）；2）逐步增強的自救能力；以及3）美國經濟和貨運前景的快速改善。
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
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