-- 美国银行周四发布的一份报告指出，德州仪器 (TXN) 有望受益于工业复苏，尤其是在航空航天/国防、数据中心需求以及其美国本土制造业务带来的收益增长。 该券商还表示，随着德州仪器逐步摆脱大规模资本支出周期，其自由现金流有望更加强劲。报告还指出，德州仪器能够利用过去三年在美国晶圆厂的巨额资本支出，在“资源受限”的芯片市场中抢占市场份额。 美国银行还表示，看好德州仪器在直流电源领域的定位，该公司“在机架级产品中占据主导地位，并且随着架构向更高电压/更高功率密度系统发展，其专用插座业务也呈现增长势头”。 然而，美国银行指出，持续的地缘政治动荡仍然是整个行业面临的风险，但补充说，德州仪器历来具有相对更强的防御性。 美国银行将该股评级从“中性”上调至“买入”，并将目标价从 235 美元上调至 320 美元。
Price: $283.62, Change: $+47.31, Percent Change: +20.02%
Resolute Mining (ASX:RSG) received notice that BlackRock Group and its subsidiaries decreased their holdings in the company to 5.08% from 6.2%, according to a Monday filing with the Australian bourse.BlackRock Group now owns 108.7 million shares in the company, the filing said.
Alkane Resources (ASX:ALK) delivered a material production beat in the March quarter, driven mainly by higher-than-modeled head grades across its operations, a small beat on throughput at its Tomingley gold project in New South Wales, as well as higher recoveries at the Bjorkdal gold mine in Sweden, Euroz Hartleys said in an April 24 note.The company reported consolidated production of abut 45,800 ounces of gold equivalent, an early group record, Euroz Hartleys said.The equity research firm noted that Alkane Resources remains debt-free with the exception of AU$20 million in equipment financing, while the execution of an undrawn AU$110 million revolving facility and a AU$40 million contingent instrument facility provides liquidity to act fast on emerging opportunities.The company is on track to surpass the midpoint of fiscal 2026 guidance of 160,000 to 175,000 ounces of gold equivalent production at all-in sustaining costs of AU$2,600 to AU$2,900 per ounce. However, Euroz Hartleys expects softer quarter-over-quarter production in the three months through June due to lower head grades across the group.Euroz Hartleys kept a buy rating on the company while adjusting its price target to AU$2.53 from AU$2.50.
Nextdc (ASX:NXT) opened the retail portion of its fully underwritten 1-for-5.4 accelerated non-renounceable entitlement offer to raise about AU$1.5 billion in total, according to a Monday filing with the Australian bourse.The retail offer, expected to raise around AU$500 million, is priced at AU$12.70 apiece, the same price used in the institutional component, which recently closed and raised about AU$1 billion, per the filing.Eligible retail shareholders who fully exercise their entitlement may also apply for additional new shares up to 100% of their entitlement at the offer price under the top-up facility, the filing added.