-- 廣東海科科技（SHA:600673）旗下子公司東陽光雲智算簽署了一份價值160億元至190億元人民幣的框架運算能力服務合約。 根據週三提交給上海證券交易所的文件，東陽光雲智算將採購並部署高效能運算伺服器，並以60個月租賃的方式提供全週期服務。 這家電子元件製造商的股價在最近的交易中上漲了10%。
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Asia
Market Chatter: CapitaLand Group, Hongkong Land Chalked Up as Potential Bidders for SG$5.7 Billion Marina One in Singapore
CapitaLand Group and Hongkong Land (SGX:H78) have emerged as potential bidders for the Marina One commercial complex in Singapore, Bloomberg reported Wednesday, citing sources familiar with the matter.The high-rise complex is owned by a joint venture between Malaysia's sovereign wealth fund Khazanah Nasional and Singapore's state-owned Temasek, the report added.The partners are pricing the property at around SG$5.7 billion, according to the report. The property includes an office space, retail space and a few apartments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
$SGX:H78
Research
Research Alert: CFRA Downgrades Opinion On Shares Of Skyworks Solutions To Sell From Hold
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 at $66, on P/E of 12x our CY 27 EPS view of $5.50, near historical forward averages. After better than feared Mar-Q results/Jun-Q guide, we raise our FY 26 (Sep.) EPS to $4.91 from $4.64 and keep FY 27 at $5.22. Our downgrade reflects our view of better investment opportunities elsewhere in the semiconductor industry despite SWKS's progress on diversification. Although Mar-Q results showed mobile business revenue holding up better than expected, we remain concerned about high exposure to low/no growth markets like smartphones, competitive pressures, and supply chain headwinds including memory bottlenecks and inflationary pressures. SWKS announced a major $1B+ Android design win, which should help diversify revenue away from Apple (60% of sales) and capture share in the premium Android tier, though we expect this to be a gradual tailwind through CY 30 rather than a near-term boost. We await regulatory updates from the pending Qorvo deal (entering Phase 2 in China).
$SWKS
International
Thailand's Inflation Rises 2.89% in April
Thailand's consumer price index rose 2.89% in April from a year earlier, versus an 0.08% decline in the month prior, the country's Commerce Ministry said Wednesday.The reading exceeded the 2.2% median projection in a Bloomberg survey of economists.Thailand's inflation picked up at its fastest pace since February 2023, marking the first return to the Bank of Thailand's 1% to 3% target band since February last year. Officials expect inflation to rise further to 3.06% in May and 3.27% in June, before peaking near 4.1% in October, Bloomberg News reported, citing a press briefing.Market reaction was muted, with the 10-year government bond yield inching up one basis point to 2.24%, while the baht held steady after gaining 0.6% against the dollar.Core inflation, which excludes selected food and energy items, rose 0.83% during the month, faster than 0.57% a month prior.
$^SET