-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标价从413美元上调至574美元，市盈率则根据2027年预期值计算，调整至24倍，较10年历史均值18.3倍高出1.5个标准差。更高的市盈率反映了更强的盈利可见性、持续的AI相关需求，以及先进节点和有利的产品组合所支撑的利润率韧性。我们维持2026年营收预测为5万亿新台币（同比增长32%），2027年营收预测为6万亿新台币（同比增长25%），这主要得益于高性能计算（HPC）的持续强劲增长以及前沿技术的稳定利用率。我们维持对2026年每股收益100.79新台币（同比增长54%）和2027年每股收益151.19新台币（同比增长50%）的预测，这反映了持续强劲的利润率、有利的产品组合以及高利润率先进工艺节点的持续贡献。对尖端工艺节点和先进封装的需求持续超过现有产能，从而支撑了产能利用率和盈利可见性。人工智能相关应用和先进技术的持续扩张应能支撑增长和盈利能力。
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April Layoff Announcements Rise Amid Tech Job Cuts
US job cuts increased in April to the third-highest total for the month since 2009 as technology companies continued to announce layoffs amid a shift toward artificial intelligence, Challenger Gray & Christmas said Thursday.Employers in the US announced 83,387 layoffs last month, up 38% from March, but down 21% year over year, according to the outplacement and executive coaching firm. The consensus was 70,000 job cuts in a Bloomberg-compiled survey.The technology sector led the workforce reductions for April, with 33,361 cuts, reflecting an annual increase of 33%."Technology companies continue to announce large-scale cuts and are leading all industries in layoff announcements," Andy Challenger, the firm's chief revenue officer, said in a statement. "They are also often citing AI spend and innovation. Regardless of whether individual jobs are being replaced by AI, the money for those roles is."Meta Platforms (META) announced plans to let 8,000 employees go and cancel 6,000 open roles in April, while Snap (SNAP) said it will lay off about 1,000 employees.So far this year, about 16% of total job cuts have been attributed to AI, up from 13% through March, according to Challenger Gray & Christmas.Employers announced a total of 300,749 job cuts for the first four months of the year, about half of those recorded in the same period last year, the firm said.The report comes a day before the April nonfarm payrolls report.Official data is expected to show Friday that the US economy added 65,000 nonfarm jobs in April, compared with a 178,000 increase reported for the previous month, according to a Bloomberg-compiled consensus. On Wednesday, ADP (ADP) said that employment in the US private sector grew at its fastest pace in more than a year.Separately, the seasonally adjusted number of initial jobless claims increased to 200,000 for the week ended May 2 from the previous week's upwardly revised level of 190,000, the Department of Labor reported Thursday. The consensus was for a 205,000 reading.For the week ended April 25, continuing claims fell by 10,000 to about 1.77 million, below Wall Street's estimate of 1.8 million.Price: $616.52, Change: $+3.63, Percent Change: +0.59%
$META$SNAP
Mining & Metals
Galloper Gold to Begin 2026 Drilling Program at the Glover Island Property
Galloper Gold (BOOM.CN) on Thursday said it plans to begin a 2026 drilling program at Glover Island targeting new high-grade gold targets in the Lunch Pond South Extension (LPSE) gold deposit.The company also plans regional exploration drilling, particularly at Lucky Smoke.An updated geological modelling and engineering exercise resulted in the recently released and increased LPSE Mineral Resource Estimate (MRE), said the company and added that the 2026 drilling program will follow-up and build on this "momentum."The 2026 drilling program is expected to include up to 7,000 meters of diamond drilling in over 25 boreholes. Drilling will target along-strike and down-dip continuity of the LPSE and Lucky Smoke gold deposits within the Kettle Pond formation, the company added."Galloper Gold Corp. has been comprehensively evaluating the Kettle Pond Formation gold mineralized trend with historical data, and, as a result of this, we have recently released an updated MRE for the LPSE deposit," said chief executive Hratch Jabrayan. "This effort has resulted in a new understanding of the geological architecture of the property and has built targeting for additional gold mineralization intercepts."Shares of the company were last seen unchanged at $0.10 on the Canadian Securities Exchange.
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United Therapeutics Growth Outlook Remains Supported by Tyvaso, Ralinepag, RBC Says
United Therapeutics (UTHR) still has a stronger long-term growth path despite a soft Q1, helped by Tyvaso durability, possible idiopathic pulmonary fibrosis expansion, TreSMI filing plans, and future upside from ralinepag, RBC Capital Markets said in a note emailed Thursday.The investment firm said Tyvaso revenue missed estimates in Q1, but the firm expects the franchise to return to growth after weather issues and specialty pharmacy delays subside.IPF could become the company's next major growth driver, with a supplemental application still planned for this summer and other faster approval paths under review, RBC said.TreSMI remains on track for a US Food and Drug Administration filing in pulmonary arterial hypertension and pulmonary hypertension associated with interstitial lung disease by year's end, which could help United Therapeutics defend its position in inhaled treprostinil, according to the note.Ralinepag Dry Powder Inhalation could add longer-term upside because once daily dosing may help the company compete better in pulmonary hypertension and related lung disease markets, RBC added.RBC lowered its price target for United Therapeutics to $701 from $707 while keeping its outperform rating.Price: $576.22, Change: $-20.55, Percent Change: -3.44%
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