-- 美國銀行（BofA）週一發布的研究報告指出，隨著智能體人工智慧推動更複雜的推理工作負載，戴爾科技（DELL）和惠普企業（HPE）有望受益於對CPU密集型基礎設施日益增長的需求。 智慧體人工智慧預計將增加基礎設施支出，因為它將單一推理事件轉化為需要更多CPU處理能力、儲存存取能力和執行能力的多步驟、持久性工作流程。 美國銀行表示，向智能體人工智慧的轉變提升了整個推理堆疊中CPU密集型運算的重要性，包括模型載入、提示處理和令牌生成。 該券商認為，由於對人工智慧伺服器、傳統伺服器基礎設施以及儲存系統的需求增加，戴爾和惠普企業在伺服器市場預計將在原始設備製造商（OEM）中佔據更大的份額。 然而，由於記憶體價格壓力，美國銀行預計下半年需求成長將放緩。 該公司重申了對戴爾和惠普的買入評級，並將目標股價分別從先前的每股 205 美元和 32 美元上調至每股 246 美元和 38 美元。
Price: $214.07, Change: $-2.02, Percent Change: -0.93%
Robert Bessler, Director, on April 23, 2026, sold 69,899 shares in Lifestance Health Group (LFST) for $492,400. Following the Form 4 filing with the SEC, Bessler has control over a total of 1,485,228 common shares of the company, with 57,619 shares held directly and 1,427,609 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1845257/000119312526182153/xslF345X05/ownership.xml
Celestica (CLS) reported Q1 adjusted earnings late Monday of $2.16 per diluted share, up from $1.20 a year earlier.Analysts polled by FactSet expected $2.07.Revenue for the three months ended March 31 was $4.05 billion, up from $2.65 billion a year earlier.Analysts surveyed by FactSet expected $4.04 billion.For Q2, the company expects adjusted EPS of $2.14 to $2.34 on revenue of $4.15 billion to $4.45 billion. Analysts expect EPS of $2.13 on revenue of $4.17 billion.The company now expects 2026 adjusted EPS of $10.15 on revenue of $19 billion, revised from $8.75 and $17 billion, respectively, expected earlier. Analysts expect EPS of $8.93 on revenue of $17.34 billion.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price of $550, valuing AMP shares at 12.5x our 2026 adjusted EPS estimate of $43.84 (raised by $1.34) and at 11.7x our 2027 EPS estimate of $46.90 (raised by $0.70). This compares to the three-year average forward multiple of 12x and peer average of 15.5x. AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. We now see revenue growth of 7% to 12% in 2026 and 2027. AMP also continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings). Currently trading at 10.9x our 2026 EPS estimate, and with some decent revenue and earnings momentum, we view the shares as undervalued versus peer and historical averages.