-- 据路透社周三援引知情人士报道，字节跳动、腾讯（HKG:0700）、阿里巴巴（HKG:9988）和其他中国大型企业正争相订购华为昇腾950人工智能芯片。 报道称，此次需求激增是由于DeepSeek发布了基于华为芯片的V4人工智能模型。 路透社援引消息人士的话称，专注于云计算和图形处理器租赁服务的公司也在寻求订单。 （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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US Markets
Stocks Mostly Up Pre-Bell as Traders Digest Big Tech Earnings, Await Key Inflation Report
US equity markets were mostly pointing higher before the opening bell Thursday as investors digest the latest financial results from some of the biggest technology companies and await a key inflation report.The S&P 500 rose 0.1% and the Nasdaq added 0.2% in premarket activity, while the Dow Jones Industrial Average declined 0.2%. The indexes finished the previous trading session mixed.Shares of Meta Platforms (META) fell 8.8% pre-bell after the Facebook parent lifted its full-year capital expenditure guidance mainly due to higher component pricing, even though it reported stronger-than-expected first-quarter results. Microsoft (MSFT) decreased 1.8% as the tech giant said its capital expenditures will be about $190 billion in 2026, while its fiscal third-quarter results topped market estimates."It's crystal clear to us that the (artificial intelligence) revolution is accelerating at a warp speed pace with 2026 being an inflection point year for AI with hyperscalers now investing over $700 billion in (capital expenditures) in (2026) to capitalize on the opportunities in the space," Wedbush Securities said in a Thursday client note.Alphabet's (GOOG, GOOGL) class A and C shares climbed more than 6% each amid upbeat first-quarter results. Amazon (AMZN) inclined 2.5% as the e-commerce giant issued a strong second-quarter revenue outlook.iPhone maker Apple (AAPL) is scheduled to release its quarterly earnings after the markets close. Eli Lilly (LLY), Mastercard (MA), Caterpillar (CAT), Merck (MRK), Royal Caribbean Cruises (RCL) and Hershey (HSY) are slated to announce their results before the bell, among others.The personal income and outlays report for March is due to be released at 8:30 am ET. The report includes the personal consumption expenditure core price index, the Federal Reserve's preferred inflation metric.The central bank's Federal Open Market Committee left its benchmark interest rate unchanged on Wednesday as policymakers saw the Middle East conflict fueling uncertainty around the US economic outlook. In a post-meeting press conference, Jerome Powell said he will stay on as a Fed governor for an indefinite period after his term as Fed chief expires on May 15.The US Senate Banking Committee on Wednesday voted to advance Kevin Warsh's nomination as Fed chair to the Republican-controlled Senate.Treasury yields were down in premarket action, with the two-year rate retreating 3.2 basis points to 3.9% and the 10-year rate off 1.8 basis points to 4.4%.President Donald Trump is expected to receive a briefing on fresh potential military options against Iran on Thursday, Axios reported, citing two sources with knowledge. Trump recently told the news outlet that he will maintain the US naval blockade of Iranian ports until Tehran agrees to a nuclear deal.West Texas Intermediate crude oil slipped 0.2% to $106.62 a barrel before the open, while Brent decreased 1.6% to $116.20.Thursday's economic calendar also has the initial estimate report for the first-quarter gross domestic product at 8:30 am, along with the weekly jobless claims bulletin. The Chicago purchasing managers' index for April posts at 9:45 am.Gold rose 1.8% to $4,642 per troy ounce, while bitcoin moved 0.7% higher to $75,974.
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Research
Deutsche Bank Upgrades SiteOne Landscape Supply to Buy From Hold, $160 Price Target
SiteOne Landscape Supply (SITE) has an average rating of overweight and mean price target of $160.73, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
$SITE
Research
Research Alert: CFRA Cuts View On Enterprise Products Partners To Hold From Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our downgrade (to Hold from Buy) is on valuation, with shares up 21% YTD and now trading close to our target price. We maintain our 12-month target price at $40, a 10.9x multiple of enterprise value to projected '27 EBITDA, slightly above EPD's historical forward average. The applied multiple is a small premium to EPD's historical forward average, but is merited in our view by rising demand for U.S. midstream assets. Such assets can help bring more crude oil, NGLs, and natural gas to export terminals at a time when Middle East-sourced energy is constrained. We raise our '26 EPS estimate by $0.06 to $2.90, and '27's by $0.03 to $3.23. Capex spend looks relatively high in '26, but should drop off meaningfully in '27. Units yield 5.7%, adding to total return potential. We see EPD with the combination of growth capex and dividends chewing up 89% of operating cash flow in '26, about in line with peers, and implying a modest margin for error.
$EPD