-- 週三下午晚些時候，科技股走高，道富科技精選行業SPDR ETF (XLK)上漲2.4%，道富SPDR標普半導體ETF (XSD)上漲2.1%。 費城半導體指數上漲4.1%。 公司新聞方面，AMD公佈的第一季業績強於預期，人工智慧基礎設施的需求推動資料中心營收年增。其股價飆漲超過17%。 英偉達(NVDA)和康寧(GLW)週三宣布，雙方已達成一項多年商業和技術合作協議，旨在擴大美國先進光連接技術的製造規模，以支援人工智慧基礎設施。英偉達股價上漲5.5%。 根據The Information報道，Alphabet (GOOGL)旗下的谷歌雲(Google Cloud)計劃在未來五年內從亞馬遜(AMZN)支持的Anthropic獲得約2000億美元的投資，用於購買運算能力和處理器。 Alphabet股價上漲2.1%。 超微電腦（SMCI）股價在周三晚間交易中飆升近23%，此前一天該公司公佈的第三財季調整後盈利超出預期。
Related Articles
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Teradata Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $35 from $44 on a forward P/E of 13x our 2026 EPS forecast of $2.66, below its five-year average. We increase our 2026 EPS projection to $2.66 from $2.60, and lift our 2027 EPS estimate to $2.89 from $2.74. Total revenue grew 6% Y/Y to $444 million (4% in constant currency), driven by stronger-than-expected recurring revenue of $400 million, up 12% Y/Y (9% in constant currency), from higher upfront on-premise subscription term licenses. Total ARR increased 3.5% to $1.492 billion, while public cloud ARR grew 13% to $686 million, supported by solid retention rates and accelerating demand for hybrid capabilities driven by security and sovereign AI requirements. Q1 results continue to show recovery, and we remain optimistic on its AI opportunity and core ARR growth from new offerings, improved go-to-market execution, and resonance of its hybrid deployment model for customers scaling their AI use. Margin expansion is also a positive, although higher memory prices are a watch area.
$TDC
Research
Research Alert: Tou Q1: Record Q1 Production, Raises 2026-2027 Fcf Outlook To Cad0.9b Annually
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TOU reported Q1 production of 666,089 boe/d within guidance despite capital deferrals, with net earnings surging to CAD657.6M from CAD212.7M prior year. Cash flow declined 10% to CAD862.2M on lower North American gas prices, though free cash flow increased 36% to CAD202.0M benefiting from CAD350M capital reduction. TOU's scale and marketing diversification should pay off in coming quarters, with hedging covering 930 mmcf/d for remainder of 2026 at CAD5.13/mcf and 45% of propane receiving AFEI pricing that has appreciated 25% since late February. Management updated 2026/2027 free cash flow guidance to approximately CAD0.9B annually. Well performance continued outpacing historical averages with NEBC Montney wells up 13% and Alberta Deep Basin wells up 6% versus 2020-2025 averages. The company plans to drill 280 net wells in 2026 with CAD200M of additional capital identified for potential deferral, maintaining multi-decade development inventory with only 15.4% of drilling inventory booked.
$TOU
Asia
Santana Minerals Unit Secures OIO Approval to Acquire Land for South Island Gold Project
Santana Minerals' (ASX:SMI, NZE:SMI) wholly owned subsidiary, Matakanui Land, has been approved by New Zealand's overseas investment office (OIO) to acquire land across Bendigo and Ardgour stations, clearing the way for the company's proposed gold mining project, according to a Thursday filing with the Australian and New Zealand bourses.The approval includes 797 hectares at Bendigo station for mining infrastructure and pits, 92 hectares for a proposed Bendigo sanctuary, and 2,880 hectares at Ardgour station for processing facilities, tailings storage, offices, and ecological offset areas, per the filing.The project is expected to attract more than NZ$500 million in investment over 13 to 14 years, generate about 350 full-time jobs, increase exports, and strengthen the local economy, the filing said.The OIO consent key conditions include full settlement by December, securing resource consent by March 2035, and investing NZ$250 million in development within five years of receiving consent.The company expects to meet these requirements, with a final decision under the fast-track approvals act due in October and initial gold production planned for early 2028, the filing added.
$ASX:SMI$NZE:SMI