-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將浦項鋼鐵（POSCO）的目標股價從70美元上調至94美元，2026年預期市淨率為0.66倍，高於其三年平均市淨率0.52倍。我們的中性觀點反映了以下兩點：(i) 鋼鐵基本面復甦，這得益於中國2025年粗鋼產量同比下降4.4%以及韓國對中國鋼鐵徵收反傾銷稅，後者為浦項鋼鐵提供了價格護城河；(ii) 鋰市場復蘇，截至449%，後者為浦項鋼鐵提供了價格護城河；(ii) 鋰市場復蘇，截至46年年初已飆升49%，這一季虧損49%，這股第62026年年初的電池材料成本已飆升2026年浦項鋼鐵在澳洲和阿根廷的鋰礦收購進一步鞏固了其電池材料成長策略。此外，新的中期股東回報政策（2026-2028）將派息率目標設定在35%-40%，反映了公司對股東價值的承諾。然而，風險包括2026年資本支出大幅增加61%至11.3兆韓元、國際專案執行的挑戰以及持續的利潤率壓力。我們將2026年每股盈餘預期從5,932韓元調整至6,379韓元，並將2027年每股盈餘預期從7,820韓元調整至8,036韓元。
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Research Alert: CFRA Maintains Buy Opinion On Shares Of First Quantum Minerals
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Apple (AAPL) will let users select from multiple third-party artificial intelligence models for tasks across its iOS 27 software, Bloomberg reported Tuesday, citing people with knowledge of the matter.Users will be able to select rival AI models for tasks like generating and editing text and images when the change becomes available for iOS 27, iPadOS 27 and macOS 27, slated for this fall, the report said, citing the people.Apple didn't 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: $283.22, Change: $+6.34, Percent Change: +2.29%
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