-- 周一下午晚些时候，科技股涨跌互现，道富科技精选行业SPDR ETF (XLK)上涨0.3%，道富SPDR标普半导体ETF (XSD)下跌0.1%。 费城半导体指数下跌0.2%。 公司新闻方面，据彭博社报道，苹果公司(AAPL)计划在其下一次iPhone软件更新中推出一项新功能，允许用户在“钱包”应用中创建和个性化自己的电子票券和礼品卡。报道称，iOS 27“钱包”应用的这项通行证创建功能有望解决许多服务仍无法提供与“钱包”平台兼容的通行证的问题。苹果股价下跌1.3%。 据彭博社报道，微软(MSFT)支持的OpenAI已从投资者处获得超过40亿美元的资金，用于成立一家价值100亿美元的新合资企业，以扩大其人工智能产品的应用。微软股价下跌0.5%。 思科系统公司 (CSCO) 股价上涨 0.8%，此前该公司周一宣布计划收购 Astrix Security，以扩展其自动化代理和非人类身份防御能力。 Blaize (BZAI) 宣布与 Winmate 签署战略合作协议，将其人工智能芯片集成到国防和关键基础设施系统中，预计第一年业务收入约为 1500 万美元。Blaize 股价飙升 20%。
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Westpac's Total Capital, CET1 Capital Up Year on Year in March Quarter
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Research
Research Alert: CFRA Raises Opinion On Shares Of Gildan Activewear To Buy From Hold
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Asia
Medibank Private Reports Policyholder Growth in Nine Months to March 31, Maintains Outlook
Medibank Private (ASX:MPL) reported policyholder growth of 22,400 in its resident private health insurance business in the nine months to March 31, up 25% from the same period a year earlier, according to a Tuesday filing with the Australian bourse.The company said the resident private health insurance industry has become more competitive in recent months, with data showing consumers increasingly prioritizing value and some participants resorting to price-led customer propositions."While no new material trends have emerged in 2026, Medibank will continue to monitor utilization given historic behavior and competitor activity as we remain disciplined," it said.Medibank maintained its fiscal 2026 guidance, saying it does not expect global events and volatility to have a direct impact on its businesses.The company's main financial exposure is through its investment portfolio, which includes about AU$188 million of investments in equities, and through movements in Australia's cash rate where it flagged a roughly AU$7 million annual impact to investment income.
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