-- 瑞银证券周一发布的一份报告指出，受个人电脑需求强劲、服务器CPU需求显著回升以及约10%的价格上涨推动，英特尔(INTC)第一财季业绩和全年展望略有上调。 该银行预计英特尔第一财季营收约为125亿美元，高于该公司此前122亿美元的预期中值。 瑞银表示，企业服务器需求强劲（约占英特尔服务器CPU营收的60%）以及持续的价格上涨支撑了近期业绩，但同时警告称，2026年下半年个人电脑需求疲软可能会对客户端业务造成压力。 报告指出，瑞银强调了英特尔晶圆代工业务的利好因素，包括14A芯片的进展以及PDK 1.0发布后潜在的客户订单，同时指出，近期达成的合作和人工智能计划虽然提振了市场情绪，但对近期盈利的影响有限。 尽管前景有所改善，但瑞银对英特尔的长期盈利能力仍持谨慎态度，认为即使在乐观的情况下，英特尔的每股收益增长也存在局限性。 瑞银维持对英特尔股票的“中性”评级，但将目标价从51美元上调至65美元。 周一，英特尔股价下跌超过0.8%。
Price: $30.02, Change: $+0.23, Percent Change: +0.76%
Seatrium (SGX:5E2) completed the divestment of a fleet of 17 tugboats, according to a Monday filing with the Singapore Exchange.The divestment is expected to deliver over SG$50 million in annualized cost savings.Shares of the specialized engineering solutions company were down over 2% in Monday trading.
China Nuclear Engineering's (SHA:601611) attributable profit fell 36% to 1.32 billion yuan in 2025 from 2.06 billion yuan in 2024, according to a Saturday filing with the Shanghai bourse.Earnings per share at the nuclear power company decreased 37% to 0.36 yuan from 0.57 yuan in the previous year.Operating revenue declined 10% year over year to 101.9 billion yuan from 113.5 billion yuan.Shares decreased 2% during the midday break on Monday.
Inner Mongolia Junzheng Energy & Chemical's (SHA:601216) attributable profit rose 18% to 3.32 billion yuan in 2025 from 2.80 billion yuan in 2024, according to a Saturday filing with the Shanghai bourse.Earnings per share at the chemical manufacturer increased to 0.3932 yuan from 0.3323 yuan in the previous year.Operating revenue stayed flat at 25.2 billion yuan.Shares increased 4% during the midday break on Monday.