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午間要聞:微軟與OpenAI修改協議;據報道,高通正與OpenAI合作開發智慧型手機AI晶片

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-- 週一上午交易時段,美國三大股指均下跌,投資人正密切關注美伊和平談判的最新進展。 據媒體週一引述官員消息報道,伊朗已提出以重新開放霍爾木茲海峽為條件,換取美國結束對伊朗的封鎖和結束戰爭。 公司方面,微軟(MSFT)和OpenAI週一宣布,雙方已修改協議,微軟將不再向OpenAI支付收入分成,其授權許可也將改為非獨家授權。兩家公司表示,微軟仍將是OpenAI的主要雲端合作夥伴,其Azure雲端平台將率先接收OpenAI產品,除非微軟無法且選擇不提供必要的支援。另據天風國際證券分析師稱,業內人士透露,OpenAI正在與高通(QCOM)和聯發科(MediaTek)合作開發智慧型手機處理器。微軟股價午盤下跌0.7%,高通股價下跌0.2%。 ARC Resources週一宣布,已與殼牌(SHEL)達成最終協議,將以現金加股票的方式收購該公司,交易價值約220億加元(161.7億美元)。根據協議條款,ARC股東每持有1股ARC股票,將獲得0.40247股殼牌股票和8.20加元現金,每股ARC股票的總對價為32.80加元。 ARC表示,該交易預計將於下半年完成。殼牌股價下跌1.3%。 據媒體週一引述中國國家發展和改革委員會的消息報道,Meta Platforms (META)以20億美元收購人工智慧新創公司Manus的交易遭到該委員會的否決。 Meta股價下跌0.1%。 禮來(LLY)週一宣布,已同意以至多23億美元現金收購Ajax Therapeutics。該公司表示,該協議包括一筆預付款,以及根據特定臨床和監管里程碑的達成情況而定的後續付款。禮來公司股價下跌0.5%。 威瑞森通訊公司(Verizon Communications,股票代號:VZ)週一公佈了第一季調整後每股收益為1.28美元,高於去年同期的1.19美元,也高於FactSet分析師一致預期的1.21美元。第一季營業收入為344.4億美元,高於去年同期的334.9億美元,但低於FactSet一致預期的348.2億美元。該公司表示,預計2026年調整後每股收益為4.95美元至4.99美元,高於FactSet一致預期的4.90美元。威瑞森股價上漲3.6%。

Price: $422.11, Change: $-2.49, Percent Change: -0.59%

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