-- 根據《台灣焦點》週一報道，台積電（TPE:2330）正尋求政府批准在新竹科學園區建造一座先進晶圓廠。此前，該公司曾擱置類似的計劃。 據園區管理局在書面回覆中告知該媒體，台積電的晶圓廠計畫是龍潭科學園區三期規劃的一部分，該規劃將於本月稍後提交台灣國家科技委員會審核。 報道稱，由於當地民眾的強烈反對，台積電於2023年放棄了在龍潭園區建設晶圓廠的計畫。 （市場動態新聞來自與全球市場專業人士的對話。我們認為這些資訊來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
Related Articles
Equities
Cameco's Q1 Adjusted Net Earnings More Than Double YoY
Cameco (CCO.TO) reported that its first-quarter adjusted net earnings more than doubled year over year on higher sales volumes and improved average realized price of uranium.Adjusted net earnings were C$203 million, or $0.47 per share, rising from $70 million, or $0.16 per share. The result beat the non-GAAP earnings per share consensus estimate of $0.34 as compiled by FactSet.Revenue was $845 million, up from $789 million. The result exceeded the sales consensus estimate of $833 million as compiled by FactSet.Adjusted EBITDA was $509 million, an increase from $353 million.Uranium production was 6.2 million pounds, up from 6.0 million lb. Uranium sales were 7.8 million lb at an average realized price of $91.26/lb, up from 6.9 million lb at an average realized price of $89.12/lb.The company maintained its 2026 guidance and said nuclear energy is on track for long-term growth in support of global demand.
$CCO.TO
Research
Research Alert: CFRA Maintains Buy Opinion On Shares Of Pinterest
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target to $28 from $19, on a higher P/E of 13.4x our 2027 EPS view, below peers and historical multiples to reflect uncertainties around AI competitive dynamics. After it posted better-than-expected Q1 results and a strong Q2 guidance, we raise our 2026 EPS view to $1.87 from $1.75 and 2027's to $2.09 from $1.90. We see improving international monetization as the primary growth driver near term (Rest of World and Europe saw 59% and 27% revenue growth in Q1) while the company's AI investments are delivering greater results for advertisers. PINS's recommendation engine model improved search fulfillment by 180 basis points in Q1 while Performance+ campaigns now account for 30% of lower-funnel revenue with adopters growing spend at twice the rate of non-adopters. The now completed tvScientific deal also injects a new growth opportunity into the faster growing Connected TV market. We believe PINS's low teens P/E undervalues these growth initiatives and a more aggressive cash return to investors.
$PINS
Research
BTIG Research Downgrades Global Business Travel to Neutral
Global Business Travel Group (GBTG) has an average rating of overweight and mean price target of $9.75, 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)
$GBTG