-- 奧本海默表示，Lam Research (LRCX) 第三財季業績創歷史新高，該公司受惠於人工智慧驅動的半導體設備和記憶體需求。 這家券商在周三的一份報告中指出，該公司對第四財季的展望“強勁”，高於市場普遍預期，凸顯了其“超額完成業績的理想條件”。 報告也補充道，Lam Research 將 2026 年晶圓廠設備需求預測上調至 1,400 億美元，並表示 DRAM、NAND、代工和封裝領域的需求較 90 天前更為強勁。 該公司還表示，市場前景將持續到 2028 年，400 億美元的 NAND 升級週期正在提前，預計大部分支出將在 2027 年底前完成。 奧本海默維持對 Lam Research 的「跑贏大盤」評級，並將目標價從 265 美元上調至 330 美元。
Price: $263.05, Change: $-2.51, Percent Change: -0.94%
Easou Technology (HKG:2550) said it has subscribed to a $7.7 million wealth management product issued by Huatai International Financial Products, using idle proceeds from its earlier placings, according to a Friday Hong Kong bourse filing.Shares of the digital service firm were down over 1% in Monday's late-morning trade.The investment, guaranteed by Huatai International Financial, carries an annualized return of 1.07% to 5.83% over a term ending March 30, 2027.Easou said the move aims to enhance the utilization efficiency and returns on idle funds while maintaining liquidity.
SSY Group (HKG:2005) said it received Chinese regulatory approval to begin drug production and registration of its diltiazem hydrochloride in injection form, according to a Hong Kong bourse filing Monday.The drug is mainly used to treat a heart condition known as supraventricular tachycardia and the emergency treatment of abnormally high blood pressure during surgery.The firm's propranolol hydrochloride injection was also approved for production and registration by China's National Medical Products Administration.The product is mainly used to treat supraventricular tachyarrhythmias and ventricular arrhythmias.
Amplitude Energy (ASX:AEL) said Australian Retirement Trust raised its stake in the firm to 6.3% as of Friday from 5.1% as of April 2, according to a Monday Australian bourse filing.Australian Retirement Trust now holds nearly 19 million votes in the firm.