-- 美國銀行證券週一發布的一份報告指出，由於長期合約和硬碟供應緊張，希捷科技 (STX) 和西部數據 (WDC) 的獲利成長前景「清晰可見」。 該券商表示，硬碟需求持續超過供應，這使得原始設備製造商 (OEM) 有能力提高價格。美國銀行證券也指出，市場寡占格局依然穩固，新進入者進入該領域的可能性很低。 美國銀行證券補充道，熱輔助磁記錄 (HAMR) 技術正在推動硬碟出貨量（以艾位元組為單位）的成長，同時降低每太位元組的成本。 該投資公司表示，這些因素可能使希捷科技在 2026 年實現每股收益 45 美元，西部數據實現每股收益 33 美元的目標。 美國銀行證券將希捷科技的目標股價從 605 美元上調至 700 美元，將西部數據的目標股價從 415 美元上調至 495 美元，並維持對兩家公司的「買入」評級。
Price: $592.64, Change: $+6.39, Percent Change: +1.09%
James C Baker, Director, President, on April 27, 2026, executed a purchase for 25,000 shares in Kayne Anderson Energy Infrastructure Fund (KYN) for $339,250. Following the Form 4 filing with the SEC, Baker has control over a total of 1,003,019 common shares of the company, with 1,003,019 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1293613/000133167426000004/xslF345X05/primary_doc.xmlPrice: $13.51, Change: $+0.09, Percent Change: +0.66%
Two Iran-linked tankers are sailing west after US forces boarded them on April 21 and 23, with their destination still unclear, according to a Bloomberg analysis on Monday.US forces boarded the Tifani and the Phonix, also known as Majestic X, during maritime interdiction operations near Sri Lanka, the analysis said, citing the Pentagon.Tracking signals show both vessels traveling west across the Indian Ocean while staying close to each other, the analysis added.US authorities have not outlined the next steps for the ships, keeping their future route and handling unclear, according to the analysis.Despite sailing west, both tankers continue signaling Asian destinations, adding to the uncertainty over their final destinations, the analysis said.Their current path aligns with routes toward Cape Town or toward Diego Garcia in the Chagos archipelago, where the US operates a military base, the analysis noted.The US previously diverted shipments to its own ports after intercepting Venezuelan cargoes in the Caribbean Sea during a similar blockade, according to the analysis.The US began targeting Iran-linked shipping on April 13 after Tehran closed the Strait of Hormuz following attacks that started in late February, the analysis said.Although vessels can alter tracking signals, current data shows no signs of manipulation for either tanker, according to the analysis.The US Central Command did not immediately respond to' request for comments.
Real Brokerage (REAX) said Monday it agreed to acquire RE/MAX (RMAX) in a deal with an enterprise value of approximately $880 million.The agreement values each RE/MAX share at $13.80, giving shareholders the option to receive either $13.80 in cash or 5.15 shares of the newly formed Real REMAX Group, the company said.Real Brokerage's CEO Tamir Poleg will serve as chairman and CEO of the combined entity following the deal's expected closing in H2, the company said.Real Brokerage's shares were down roughly 27% while RE/MAX's stock was up nearly 21% in Monday trading.Price: $1.92, Change: $-0.76, Percent Change: -28.25%