-- 根據《日經亞洲》週四報道,英偉達(NVDA)已開始與日本軟銀展開磋商,軟銀正尋求協助以開發和生產其自主研發的人工智慧伺服器。 報道稱,除英偉達外,軟銀還在與富士康就伺服器的開發和生產進行洽談。 英偉達、軟銀和富士康均未立即回覆的置評請求。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)
Price: $211.86, Change: $+4.19, Percent Change: +2.02%
-- 根據《日經亞洲》週四報道,英偉達(NVDA)已開始與日本軟銀展開磋商,軟銀正尋求協助以開發和生產其自主研發的人工智慧伺服器。 報道稱,除英偉達外,軟銀還在與富士康就伺服器的開發和生產進行洽談。 英偉達、軟銀和富士康均未立即回覆的置評請求。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)
Price: $211.86, Change: $+4.19, Percent Change: +2.02%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%