-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将目标股价从313美元上调至532美元，市盈率26倍，基于我们对2027财年每股收益（EPS）的预期（20.45美元），高于WDC三年平均水平（约15倍）。人工智能需求持续从结构上改善硬盘驱动器（HDD）行业的增长前景和可见性。我们将2026财年（截至6月）的每股收益预期上调1.29美元至9.93美元，将2027财年的预期上调4.52美元至16.80美元，并首次将2028财年的预期上调至23.80美元。第三季度销售增长加速（同比增长45%，高于上季度的25%），长期协议（LTA）进一步延长，部分客户协议已延期至2029财年，这为公司提供了前所未有的可见性，有助于支撑估值倍数的提升。 西部数据（WDC）最新推出的32TB硬盘在第三季度占总出货量的53%；持续增长的势头以及下半年即将推出的40TB硬盘，有望推动价格的强劲上涨。WDC的产品路线图也进展顺利，目前已有四家客户正在对其新款44TB HAMR硬盘进行认证，另有三家客户正在对其40TB ePMR硬盘进行认证（预计将于2026年下半年实现量产）。
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Australia
Market Chatter: Goldman Sachs-Backed Boyd Offers Deeply Discounted Loan
Boyd Corp., backed by Goldman Sachs Asset Management, is offering a deeply discounted loan to refinance its capital structure following the sale of its liquid-cooling business to Eaton (ETN), Bloomberg reported Monday.Initial talks on its $530 million loan involve an interest rate 4.5 percentage points above benchmark, that is being offered at a discounted price of as low as 92 cents on the dollar, the report said, citing a person with knowledge of the matter.Goldman Sachs did not immediately respond to' request for comment.(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: $904.16, Change: $-19.56, Percent Change: -2.12%
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Oil & Energy
US Oil Update: Crude Gains After Iran Attacks UAE, Disrupts Hormuz Shipping
Crude oil futures jumped in midday trading on Monday, supported by Iranian drone attacks on an UAE energy facility and commercial vessels in the Strait of Hormuz, a move that threatens to derail fragile ceasefire talks and further choke global energy supplies.Front-month West Texas Intermediate crude futures climbed by 3.24% to $105.19 per barrel, while Brent futures advanced by 5.15% to $113.71/bbl.On Monday, Iran attacked several commercial vessels in the Hormuz and reportedly hit Fujairah's VTTI oil terminal, which is jointly owned by IFM Global Infrastructure Fund, Vitol and Adnoc.Fujairah's Media Office said in a post on X that a large fire was caused at an oil industrial zone in the city after a drone attack from Iran. The UAE's Defense Ministry said on Monday that Iran had launched four cruise missiles at the country, three of which were successfully engaged by the country's air defenses.The US military reportedly destroyed six Iranian small boats and intercepted Iranian cruise missiles and drones fired by Tehran as Washington launched an operation to free up shipping via the Hormuz.However, in an X post on Monday, Trump said seven boats were shot down. "We've shot down seven small boats or, as they like to call them, "fast" boats. It's all they have left. Other than the South Korean Ship, there has been, at this moment, no damage going through the Strait," President Trump said in a post on Truth Social.Trump said on Sunday that the US military would try to restore transit via the Strait starting Monday and help stranded vessels exit the strategic waterway.Saxo Bank strategist Trump said the US would help guide ships through the strategic waterway, raising hopes that some disrupted flows could resume.Earlier, the UAE accused Iran of attacking a vessel affiliated with its state energy firm Adnoc as it attempted to transit the Strait. "The vessel was not carrying any cargo at the time of the incident," Adnoc Logistics & Services, a unit of Adnoc, said in a social media post.The attack on the UAE comes after Iran's Revolutionary Guards Navy issued a map it said was expanding the areas under Tehran's control near the Strait to include the UAE's ports of Fujairah and Khorfakkan, as well as the coast of the UAE's emirate of Umm Al Quwain.On the supply front, OPEC+ agreed on Sunday to increase oil output by 188,000 barrels per day at the cartel's first meeting since the loss of its key member, the UAE."This increase is unlikely to be realised, given that 55% of it is expected to come from Persian Gulf producers," ING strategists said, adding that this won't happen amid ongoing disruptions in the Strait.Sultan al Jaber, managing director and Group CEO at Adnoc, said the UAE's exit from OPEC gives it greater ability to accelerate investment and expand.
Sectors
Update: WTI Oil Moves Higher on Escalating Middle East Violence
West Texas Intermediate (WTI) crude oil closed higher Monday in volatile as traders eye escalating violence in the Persian Gulf.WTI oil for June delivery closed up US$4.48 to settle at US$106.42 per barrel, while July Brent oil was last seen up US$6.53 to US$114.70.Iran attacked the United Arab Emirates oil port of Fujairah in the Gulf of Oman, which has allowed the country to continue exporting oil while the Strait of Hormuz remains blocked. The Wall Street Journal reported Iran also fired missiles at U.S. warships and commercial vessels.Iran's Fars News Agency also reported Iranian forces struck a U.S. warship with two missiles to prevent it from moving into the Strait, which Iran blocked at the Feb. 28 start of the war, cutting off 20% of the world's oil demand supplied by Persian Gulf nations. However, The Guardian reported U.S. Central Command dismissed the report, while continuing the blockade of Iranian ports.U.S. President Trump in a weekend social media post said the U.S. would begin escorting ships trapped in the Gulf through the Strait, but offered no details on the scheme. The Wall Street Journal reported Trump "intends to use countries, insurance companies and shipping organizations to move traffic through the strait. It doesn't currently involve U.S. Navy warships escorting vessels through the waterway", citing two U.S. officials. The uncertain details of the plan has done little to lower prices, which have climbed by about half since the conflict began."The market remains fragile because the plan's implementation is uncertain, and Kuwait's oil exports reportedly falling to zero underlines how severe the regional supply disruption has become," Saxo Bank wrote.
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