-- 据周三提交给新西兰证券交易所的文件显示，Infratil（澳交所代码：IFT，新西兰证券交易所代码：IFT）旗下CDC数据中心业务已与一家未具名的美国投资级客户签署了一份为期30年的协议，为其提供555兆瓦的数据中心容量。 文件显示，这些容量将通过2028财年至2029财年期间陆续投入运营的园区交付，并可选择将协议延长至多20年。 文件还指出，CDC预计其2027财年的息税折旧摊销前利润（EBITDAF）将维持在6.8亿澳元至7.2亿澳元不变，预计资本支出为38亿澳元至42亿澳元，用于支持业务扩张。该公司预计，到2028财年，EBITDAF将超过10亿澳元，并在合同全面实施后达到每年约20亿澳元。 该文件还补充道，CDC计划通过现有现金、债务融资和混合融资方式为增长提供资金，无需在近期股东注资的5亿澳元之外追加股权。
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Emerald Resources Secures Final Works Approval for Western Australia Gold Project
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Equities
Russian Fuel Tanker Carrying Diesel to Cuba Stalls Amid US Blockade
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Research
Research Alert: Expd: Q1 Results Top Expectations
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EXPD delivered strong Q1 results, with EPS of $1.71 versus $1.47 prior year, significantly beating our $1.37 estimate and $1.33 consensus forecast. Revenue rose 4% to $2.7B from $2.67B, exceeding our $2.59B forecast as Airfreight and Customs strength offset Ocean weakness. Mixed segment performance reflected market bifurcation, with Airfreight revenue surging 14% to $1.03B on favorable pricing while Ocean revenue plummeted 23% to $599M due to capacity oversupply pressuring both pricing and volumes. Management expects global capacity oversupply to persist near-term despite maintaining Ocean profitability. Customs/Other revenue jumped 17% to $1.15B, with double-digit growth across all products, due to hyperscaler and high-value technology customer demand plus tariff complexity. Operating margins reached the company's 30% target despite Middle East disruptions, with productivity gains from 2025 AI and technology investments beginning to materialize.
$EXPD