-- 据路透社周三报道，英伟达H200人工智能芯片尚未交付中国买家。美国商务部长霍华德·卢特尼克表示，北京方面尚未批准采购，因为中国优先考虑国内产业投资。 报道称，尽管唐纳德·特朗普政府有条件地批准了采购，但双方的分歧导致发货延迟。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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Mining & Metals
Stifel Canada Hikes Aritzia Price Target to $158.00
Stifel Canada is expecting another strong quarter from Aritzia (ATZ.TO) when it reports its fiscal fourth-quarter earnings on May 7.Analyst Martin Landry, who is raising his price target on the company's shares by $8.00 to $158.00 and maintaining a buy rating, is also hiking comparable sales growth expectation by 700bps to 21% Y/Y, higher than consensus of 18%."We expect Aritzia to introduce a FY27 guidance higher than current consensus expectations, potentially driving upwards earnings revisions," Landry adds. Aritzia shares touched an all-time high on Friday as investors are pricing the company's strong operational performance.Landry also expects earnings per share growth of 34% Y/Y in fiscal 27, higher than peers.Price: $139.87, Change: $-3.34, Percent Change: -2.33%
$ATZ.TO
Australia
HCA Healthcare Pressure Expected to Persist Through Q2 on Managed Care Rotation, RBC Says
HCA Healthcare (HCA) may face near-term pressure through at least the first half as investors rotate toward managed care, although better trends in March and in-line exchange dynamics support the longer-term outlook, RBC Capital Markets said.The company's weaker-than-expected Q1, driven by lower respiratory volume and weather-related disruption, has increased near-term concern around hospital volumes and patient mix.RBC said in a Sunday note that it expects Friday's share price decline to persist through Q2 as management works to demonstrate execution against growth targets and as investors await further clarity on the impact of ePTC expiry.The investment firm said March volumes improved meaningfully while exchange-related pressure remains manageable. HIX declines reflect both lost volume and patients in grace periods already incorporated into bad debt reserves. Surgical and outpatient trends remain broadly consistent with its full-year outlook, according to the note.RBC reiterated its outperform rating and lowered its price target to $534 from $593, citing increased caution on near-term hospital volume and mix dynamics and a broader rotation toward managed care.Price: $439.41, Change: $+6.95, Percent Change: +1.61%
$HCA
Mining & Metals
BluEnergies Announces DTC Eligibility
BluEnergies (BLU.V) shares are now eligible for electronic clearing and settlement in the United States through the Depository Trust Company (DTC), BluEnergies said on Monday.The company's shares recently began trading on the OTCQX Best Market under the ticker BLUGF, it added."Obtaining DTC eligibility marks an important step in expanding BLU's investor base and enhancing accessibility for shareholders," said chief executive Craig Steinke. "For investors, DTC eligibility is a key milestone that streamlines electronic trading and supports improved liquidity, which is especially important as we advance the development of our assets in the Harper Basin, Liberia and Gulf of America and continue to build long-term value across our portfolio."The company's shares were last seen down $0.09, or 3.1%, to $2.73 on the TSX Venture Exchange.Price: $2.73, Change: $-0.09, Percent Change: -3.19%
$BLU.V