-- 根據週一在上海證券交易所發布的公告顯示，神能能源（SHA:600642）第一季歸屬於股東的淨利潤年減22%至7.879億元人民幣，去年同期為10.1億元。 每股盈餘較去年同期下降25%至0.156元人民幣，去年同期為0.207元。 營業收入較去年同期下滑7.1%至68.2億元人民幣，去年同期為73.4億元。 這家中國電力公司的股價在早盤交易中下跌了3%。
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Research
Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Advanced Micro Devices
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price to $400 from $300, on a P/E of 27.6x and shifting to our 2028 EPS, which we start at $14.50, reflecting upside to EPS estimates. We boost our 2026 EPS to $6.71 from $6.55 and 2027 to $11.09 from $10.18. We are growing more optimistic about opportunities tied to CPU server demand, fueled by AMD's EPYC processors and growing content share as CPU-to-GPU ratios shift from 1:8 in training workloads to 1:1 or better in agentic AI deployments. Extending lead times and emerging industry-wide CPU shortage should support higher prices, and we see potential for 50%+ server CPU market share over time (from ~40% in late 2025). AMD's shift to large-scale rack-scale systems remains its biggest opportunity in the coming years. We are also encouraged by recent customer orders from Meta and Oracle, as we see a long tail opportunity over the next three to five years. Higher component prices (e.g., memory) and tight capacity at Taiwan Semi will need to be closely monitored and are potential risks.
$AMD
Equities
Canada's Retail Sales Momentum May Fade Later in The Year, Says National Bank
Statistics Canada's advance estimate points to a 0.6% month-over-month nominal increase in March retail sales, said National Bank of Canada after Friday's data.Given the surge in gasoline prices that occurred in the month, this figure heavily reflects higher prices at the pump. As a result, in real terms, retail sales could register a contraction in the final month of Q1, noted the bank.Nonetheless, for the quarter, information received to date indicates that real retail sales could grow at a 4.7% annualized pace, following a 2.0% decline in the previous quarter -- marking the strongest quarterly performance since Q4 2024, stated National Bank.This is all the more impressive as it is occurring against a backdrop of demographic contraction, pointed out the bank.Indeed, the most recent figures from StatsCan indicate that the country's population declined for a second consecutive quarter -- an unprecedented development.As a result, real retail spending per capita is tracking a 5.2% increase in Q1, a rebound from the sluggish prints seen in 2025. Still, National Bank thinks that this momentum could fade fast as the year progresses.As a result of the conflict in the Middle East, households will face an erosion in purchasing power in the coming months. This, combined with a mortgage interest-payment shock and a still fragile labor market, could weigh on discretionary spending going forward, according to the bank.
$$CXY
Australia
Cinemark Likely to Benefit From Release Slate, Wedbush Says
Cinemark (CNK) is set to benefit from a more consistent release slate over the next several quarters and further market share gains, Wedbush said in a Monday note."The summer slate, especially in Q3, is shaping up very nicely," the report said.The note said theater investments, including laser projectors, premium seats and screens, IMAX expansion, and strategic pricing could drive market share gains. It also pointed to other benefits such as new builds and returning cash to shareholders.For its Q1 results due May 1, Wedbush expects Cinemark to post Q1 revenue of $638 million, against consensus of $629 million, and a loss of $0.03 per share, against consensus of $0.16 loss.Wedbush kept its outperform rating and a $37 price target.Price: $29.40, Change: $+0.92, Percent Change: +3.23%
$CNK