-- 奥本海默周一发布的一份报告称，预计Twilio (TWLO)第一季度业绩将“稳健”，营收和盈利可能超出市场普遍预期3%至4%，主要得益于“稳定”的销售执行以及市场对人工智能产品的强劲需求。 该券商表示，各项指标显示，净扩张率稳定或有所提升，约为109%，与独立软件供应商的合作十分紧密，语音人工智能业务持续增长，第四季度同比增长超过60%。 报告指出，包括T-Mobile US (TMUS)和AT&T (T)在内的运营商不断上涨的应用间消息费用预计“不会造成实质性影响”，公司将有效控制毛利润，并有望抵消利润率压力。 该券商表示，Twilio对2026年全年营收增长的预期为11.5%至12.5%，这一预期“较为保守”，增长机遇主要来自交叉销售、多产品应用以及不断扩展的人工智能产品。 奥本海默维持对Twilio的“跑赢大盘”评级，目标价为170美元。
Price: $142.24, Change: $+2.13, Percent Change: +1.52%
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 $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.
Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.
Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.