-- 週三盤前，醫療保健類股走高，其中道富醫療保健精選行業SPDR ETF (XLV)上漲0.1%，iShares生物科技ETF (IBB)上漲1%。 諾和諾德 (NVO) 股價盤前上漲超過6%，此前該公司公佈的第一季獲利和營收均高於預期，並上調了2026年調整後銷售成長預期。 皇家飛利浦 (PHG) 股價盤前上漲超過1%，此前該公司公佈的第一季持續經營業務調整後利潤和營收均高於預期。 奧斯卡健康 (OSCR) 股價盤前上漲超過9%，此前該公司公佈的第一季調整後利潤和營收均高於預期。
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Australia
Lumentum Shows 'Standout' Pricing Power, Morgan Stanley Says
Lumentum's (LITE) pricing power continues to be a "standout" after it posted fiscal Q3 gross margins over 350 basis points above expectations, Morgan Stanley said in a Wednesday note.The firm can leverage its position in the market for electro-absorption modulated lasers and pump lasers, specifically by raising prices during tight conditions, the note said."With demand for product continuing to grow, that sets the stock up to maintain bull case valuation in the near term, as pricing power is unlikely to ease," the report said."This is even before we have really seen the ramp of optical circuit switching (OCS) and co-packaged optics (CPO), which don't become more material until later in the year," it added.Still, the note said some "digestion" would be healthy following the recent strong performance of its shares.Morgan Stanley raised its price target to $900 from $710 while keeping its equal-weight rating.Price: $935.74, Change: $-58.82, Percent Change: -5.91%
$LITE
Australia
Super Micro Computer Gross Margin Surprise Drives Earnings Upside, Wedbush Says
Super Micro Computer's (SMCI) sales have largely met or exceeded expectations in recent quarters, but gross margins have been a consistent issue, though that changed this quarter as margins beat estimates handily, Wedbush Securities said Wednesday.The company's fiscal Q3 gross margin was nearly 10.1%, up 370 basis points sequentially. While it guided for margins to fall to 8.2% to 8.4% this quarter, they will still be about 80 basis points above Wedbush's prior outlook at the midpoint, according to the note.The company is seeing more demand from emerging/smaller neoclouds. These smaller customers seem to have less leverage to gain discounts, yielding better trends for Super Micro, according to the note.Wedbush updated its fiscal Q4 estimates and expects EPS of $0.72, revenue of $12 billion, and gross margins of 8%, compared with the prior forecast of $0.68, $12.58 billion and 7%, respectively.For fiscal 2026, the brokerage expects EPS of $2.61, revenue of $39.94 billion, and gross margins of 8.2%, versus $2.35, $42.64 billion and 7% previously.Wedbush kept a neutral rating on Super Micro Computer and lowered the price target to $34 from $42.Shares of the company rose more than 16% in Wednesday trading.Price: $32.49, Change: $+4.66, Percent Change: +16.74%
$SMCI
Insider Trading
Westinghouse Air Brake Technologies Insider Sold Shares Worth $614,844, According to a Recent SEC Filing
Rafael Santana, Director, President, and CEO, on May 04, 2026, sold 2,326 shares in Westinghouse Air Brake Technologies (WAB) for $614,844. Following the Form 4 filing with the SEC, Santana has control over a total of 126,403 common shares of the company, with 126,403 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/943452/000162828026031018/xslF345X05/wk-form4_1778081852.xmlPrice: $272.55, Change: $+9.11, Percent Change: +3.46%
$WAB