-- 瑞銀證券週五發布報告稱，納斯達克(NDAQ)持續表現良好，隨著投資者對人工智慧的擔憂逐漸消退，對其成長前景更有信心，股價有望進一步走高。瑞銀繼續將該股列為首選股。 瑞銀表示，鑑於納斯達克第一季業績強勁，且所有業務板塊均實現強勁增長，尤其是金融科技板塊的有機年度經常性收入同比增長16.3%，瑞銀依然看好納斯達克。 報告指出，金融科技部門的成長主要得益於資本市場技術業務的強勁表現，該業務第一季營收成長20.5%，年度經常性收入新增8,400萬美元。 瑞銀指出，資本市場預期復甦將對資本進入平台業務產生正面影響，而23/5交易模式的推出也被視為市場數據的利多因素。瑞銀預計指數業務近期收入將加速成長，預計第二季營收將成長17.2%。 該券商表示，已將2026財年每股收益預期從3.90美元調整至3.89美元，並將2027財年每股收益預期從4.37美元調整至4.39美元。 瑞銀維持納斯達克股票的「買進」評級，目標價為120美元。
Price: $89.65, Change: $+2.60, Percent Change: +2.99%
Resolute Mining (ASX:RSG) received notice that BlackRock Group and its subsidiaries decreased their holdings in the company to 5.08% from 6.2%, according to a Monday filing with the Australian bourse.BlackRock Group now owns 108.7 million shares in the company, the filing said.
Alkane Resources (ASX:ALK) delivered a material production beat in the March quarter, driven mainly by higher-than-modeled head grades across its operations, a small beat on throughput at its Tomingley gold project in New South Wales, as well as higher recoveries at the Bjorkdal gold mine in Sweden, Euroz Hartleys said in an April 24 note.The company reported consolidated production of abut 45,800 ounces of gold equivalent, an early group record, Euroz Hartleys said.The equity research firm noted that Alkane Resources remains debt-free with the exception of AU$20 million in equipment financing, while the execution of an undrawn AU$110 million revolving facility and a AU$40 million contingent instrument facility provides liquidity to act fast on emerging opportunities.The company is on track to surpass the midpoint of fiscal 2026 guidance of 160,000 to 175,000 ounces of gold equivalent production at all-in sustaining costs of AU$2,600 to AU$2,900 per ounce. However, Euroz Hartleys expects softer quarter-over-quarter production in the three months through June due to lower head grades across the group.Euroz Hartleys kept a buy rating on the company while adjusting its price target to AU$2.53 from AU$2.50.
Nextdc (ASX:NXT) opened the retail portion of its fully underwritten 1-for-5.4 accelerated non-renounceable entitlement offer to raise about AU$1.5 billion in total, according to a Monday filing with the Australian bourse.The retail offer, expected to raise around AU$500 million, is priced at AU$12.70 apiece, the same price used in the institutional component, which recently closed and raised about AU$1 billion, per the filing.Eligible retail shareholders who fully exercise their entitlement may also apply for additional new shares up to 100% of their entitlement at the offer price under the top-up facility, the filing added.