-- 加拿大皇家银行资本市场（RBC Capital Markets）周一发布的研究报告指出，由于服务器CPU需求强劲，且PC市场目前保持稳定，英特尔（INTC）第一财季业绩有望略微超出预期。该公司将于4月23日公布业绩。 RBC表示，预计英特尔第一财季调整后每股收益为0美元，营收为122亿美元，由于定价策略稳健，毛利率有望提升至多200个基点。RBC预计第二财季调整后每股收益为0.09美元，营收为131亿美元。 分析师指出，晶圆供应受阻可能会限制短期增长空间，而下半年PC市场将面临内存芯片供应紧张带来的不利影响。 RBC认为，该股估值反映了市场对英特尔晶圆代工业务的乐观预期，同时，人工智能（AI）的普及将继续推动服务器需求增长。 RBC重申了对英特尔股票的“与行业持平”评级，目标价为每股48美元。
Price: $66.56, Change: $+0.86, Percent Change: +1.31%
Sichuan Changhong Electric's (SHA:600839) attributable profit fell 72% to 98.5 million yuan in the first quarter from 345.5 million yuan in the year-ago period, according to a Saturday filing with the Shanghai bourse.Earnings per share at the consumer electronics manufacturer decreased 71% to 0.0214 yuan from 0.0748 yuan in the prior-year period.Operating income edged up 1.6% year over year to 27.3 billion yuan from 26.8 billion yuan.Shares decreased 5% during morning trading on Monday.
China Energy Engineering (SHA:601868, HKG:3996) logged a 29% year-on-year decrease in total new contract value in the first quarter of 2026, according to a Hong Kong bourse filing Friday.Hong Kong-listed shares of the construction firm fell over 2% in Monday late morning trade.The value of new contracts reached 276.2 billion yuan during the quarter, including 184.81 billion yuan from domestic sources and 91.39 billion yuan from overseas.
Shanghai Zhangjiang Hi-Tech Park Development's (SHA:600895) attributable profit fell 72% to 83.5 million yuan in the first quarter from 294.5 million yuan in the year-ago period, according to a Saturday filing with the Shanghai bourse.Earnings per share at the real estate developer decreased 72% to 0.05 yuan from 0.18 yuan in the prior-year period.Operating income declined 31% year over year to 838 million yuan from 1.22 biliion yuan.Shares decreased 3% during the midday trade on Monday.