-- 摩根士丹利周五发布的一份报告称，由于全球服务器芯片短缺持续推高需求，英特尔（INTC）第一季度业绩超出预期，但竞争压力仍然是一个长期威胁。 英特尔公布的营收为135.8亿美元，远超此前预期。其管理层指出，公司目前的出货量比需求低10亿美元以上，凸显了服务器CPU供应紧张的现状。 尽管业绩超出预期，但摩根士丹利仍维持对英特尔的“中性”评级。报告指出，英特尔在关键的人工智能和数据中心领域持续被竞争对手蚕食市场份额。 摩根士丹利表示：“只要服务器CPU供不应求，这种情况就会持续下去。”报告还指出，他们认为内存市场存在更好的风险回报机会，因为预计内存市场的供应限制将持续更长时间，竞争格局也更有利。 摩根士丹利将英特尔的目标股价从 56 美元上调至 73 美元，理由是其长期盈利预期较高，但同时对英特尔“重获性能领先地位”和实现持久市场份额增长的能力表示怀疑。
Price: $82.88, Change: $+16.10, Percent Change: +24.10%
Generation Development Group (ASX:GDG) unit Generation Life experienced a cyber incident involving unauthorized access to part of its network through a third-party service provider, according to a Monday filing with the Australian bourse.The subsidiary quickly detected and "immediately contained" the incident, with no impact on its core systems, no evidence of unauthorized transactions so far, and "minimal disruption" to operations, per the filing.Generation Life has launched an investigation into the incident.
Symal Group (ASX:SYL) has appointed Scott McQueen as chief financial officer, effective May 4, according to a Monday filing with the Australian bourse.McQueen most recently served as executive vice president and chief financial officer of OceanaGold, per the filing.McQueen will succeed David Gill, who has been serving as interim chief financial officer and will ensure a smooth transition before returning to his previous role, the filing added.
Origin Energy (ASX:ORG) reported March quarter production of 164.5 petajoules, down from 167.1 petajoules a year earlier, according to a Monday filing with the Australian bourse.The company reported commodity revenue of AU$1.86 billion for the quarter, down from AU$ 2.31 billion a year ago, per the filing.Origin Energy also said its electricity sales volume increased 4% from a year earlier amid "strong growth" in business volumes driven largely by the data-center sector.