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行业动态:科技股周五盘前小幅走高

-- 周五盘前,科技股小幅走高,道富科技精选行业SPDR基金(XLK)上涨0.3%,道富SPDR标普半导体ETF(XSD)上涨1.2%。 台积电(TSM)股价上涨超过2%,此前该公司公布第一季度净营收为1.134万亿新台币(约合356.9亿美元),高于去年同期的8392.5亿新台币。 据彭博新闻社报道,Lumentum Holdings(LITE)首席执行官Michael Hurlston表示,该公司在美国超大规模数据中心运营商对其光器件的需求正在加速增长,有望实现2028年之前的订单量。Lumentum Holdings股价盘前上涨超过5%。 日月光科技(ASX)股价上涨超过 1%,此前该公司公布 3 月份未经审计的净收入为 615.8 亿新台币(19.4 亿美元),环比增长 18%,同比增长 15%。

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Research

Research Alert: Bhp Raises Copper Outlook On Escondida Strength, Cuts Unit Costs Significantly

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BHP delivered solid nine-month operational performance with copper production of 1,460.9kt, down 3% Y/Y, due to lower Escondida grades, while iron ore achieved record production of 196.6Mt, up 2%. Average realized copper prices surged 31% Y/Y to USD5.47/lb, led by AI infrastructure demand and electrification trends, with iron ore averaging USD84.91/wmt, up 2%. Strong operational momentum at key assets including record material mined at Escondida and excellence at WAIO support the investment thesis despite grade headwinds. Management upgraded FY 26 (Jun.) copper guidance to the upper half of the 1,900-2,000kt range, reflecting operational confidence. BHP's disciplined capital management realized USD4.8B through strategic transactions, including the Antamina streaming deal, enabling focus on growth projects. Escondida's unit cost guidance was lowered to USD1.00-1.20/lb, reflecting operational excellence, while the Resolution Copper land exchange milestone advances a major untapped copper resource.

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Asia

ITC Properties Eyes HK$55 Million via Stock Offering

ITC Properties Group (HKG:0199) said it was seeking to raise HK$55.3 million via a stock offering, according to a Hong Kong bourse filing Wednesday.The firm is seeking investors for 69.1 million shares priced at HK$0.8 each to raise funds to explore opportunities related to artificial intelligence and web3-related technologies.The shares represent 6.78% of the company's issued share capital an 6.35% as enlarged by the sale.

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Asia

Kaiser Reef Says Underground Refurbishment, Rehabilitation at Victoria Mine to Start in May

Kaiser Reef (ASX:KAU) said underground refurbishment and rehabilitation at the Union Hill mine, within the Maldon project in Victoria, will begin in May, according to a Wednesday filing with the Australian bourse.Initial underground refurbishment works include establishing a northern access drilling platform to target untested sections of the Eaglehawk and Ladies Reefs, the filing said.Drilling is expected to start next quarter, per the filing.Shares fell nearly 2% in morning trade Wednesday.

$ASX:KAU