-- 摩根士丹利週二發布的一份報告指出，Amkor Technology (AMKR) 2026 年開局強勁，第一季度盈利超出預期並上調了業績指引，但由於估值偏高，該公司需要證明其業績能夠持續增長。 摩根士丹利分析師表示，Amkor 第一季的業績主要得益於其通訊業務，尤其是智慧型手機業務。主流市場需求的改善和毛利率的提高也發揮了作用，Amkor 有望在下半年實現 15% 至 10% 的毛利率成長目標。 分析師認為，Amkor 目前的進展包括產能爬坡、亞利桑那州工廠按計畫推進以及毛利率的提升。然而，由於供應限制加劇和出口管制的不確定性等風險，他們仍保持謹慎態度。 Amkor股價今年迄今已上漲超過70%，本益比高達31倍（基於摩根士丹利修正後的2027年每股盈餘預期），分析師認為該公司仍處於「有待證明」的階段。 摩根士丹利維持對該公司股票的「持股觀望」評級，並將目標價從45美元上調至69美元。
Price: $69.17, Change: $-6.45, Percent Change: -8.53%
(Updates prices and adds UAE's Withdrawal from OPEC in the final two paragraphs.)West Texas Intermediate (WTI) closed higher on Tuesday, with the U.S. benchmark price flirting with the US$100 per barrel for the first time in three weeks as hopes for an end to the war on Iran fade and the Strait of Hormuz remains closed.WTI crude oil for June delivery closed up US$3.56 to settle at US$99.93 per barrel as it failed to hold the US$100 mark it topped during the session, while June Brent oil was last seen up US$2.58 to US$110.81.Weekend talks expected to be held in Pakistan between Iran and the United States failed to take place, while a Monday proposal from Iran to reopen the Strait of Hormuz in return for lifting a U.S. blockade of its ports and deferring talks over its nuclear program was rejected by President Trump.Iran closed the Strait of Hormuz after the United States and Israel launched attacks on the country on Feb. 28. The Strait is the chokepoint for 20% of daily global oil demand supplied by Persian Gulf nations and its closure has produced the largest-ever supply shock, pushing up oil prices by 49% since the start of the war."Oil extended its rally ... amid no signs of progress toward reopening the Strait of Hormuz, where US and Iranian blockades have reduced daily transits to near zero. Warnings over the severity of the global supply squeeze continue to intensify, with tightness in refined fuel markets already pushing diesel and jet fuel prices toward USD 200 per barrel," Saxo Bank noted.The closure of the Strait has pushed up spot price for oil, as the Asian nations that rely on Gulf producers compete for available barrels. Rising prices have heightened inflation and raises the risk of a global recession as the lack of supply forces demand destruction and chokes off economic growth."Alarm bells will ring loudly if the SoH (Strait of Hormuz) doesn't reopen during May. Spot crude and product prices will trade higher and higher. And if a decent reopening doesn't take place before June/July, then the risk is significant for a real crisis where the world may be forced to reduce its oil consumption closer to the level of availability," Bjarne Schieldrop, chief analyst commodities at SEB Research, wrote.Also on Tuesday, the United Arab Emirates, the No.3 OPEC producer and the No.7 global oil exporter, said it will withdraw from OPEC on May 1, freeing itself from the cartel's quota system that restricted its output well below its production capacity."We reaffirm our appreciation for the efforts of both OPEC and the OPEC+ alliance and wish them success. During our time in the organisation, we made significant contributions and even greater sacrifices for the benefit of all. However, the time has come to focus our efforts on what our national interest dictates and our commitment to our investors, customers, partners and global energy markets," the country's government said in a release.
Apple (AAPL) is planning a complete redesign of the built-in photo editing features for its products in a move to rely more on artificial intelligence-powered tools, Bloomberg reported Tuesday, citing sources familiar with the matter.The company is working on a new suite of tools that are powered by its Apple Intelligence platform for iOS 27, iPadOS 27, and macOS 27, which are set for release this fall, the sources told the media outlet.The new tools will permit users to extend, enhance, and reframe images using AI models that are on the device, with processing typically taking a few seconds, according to the report.With the move, Apple is aiming to better compete with Android devices, which have offered AI-photo editing capabilities for years, according to the report.Apple did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $270.27, Change: $+2.65, Percent Change: +0.99%
UFP Industries (UFPI) said Tuesday it has acquired the operating assets of Berry Pallets, for about $20 million.The purchase, including real estate, of the pallet maker in Waseca, Minnesota, expands its footprint and strengthens its ability to serve customers in the upper Midwest, UFP said.The acquisition adds about $23 million in annual sales, the company said. It expects to close the transaction May 18.Price: $95.66, Change: $-0.33, Percent Change: -0.34%