-- Wedbush周四发布的一份报告指出，特斯拉(TSLA)正大力推进其向实体人工智能领域的转型，并加大资本支出，这对公司而言是一个利好消息。 Wedbush分析师表示，特斯拉预计2026年的资本支出将超过250亿美元，较上季度约200亿美元的预期大幅增长。分析师指出，特斯拉计划中的多年资本投资阶段，包括六座工厂的建设以及AI5推理芯片项目，将导致全年现金流为负。 分析师表示，特斯拉现有车型需求的稳定推动了其第一季度业绩，盈利和营收均超出预期。他们指出，特斯拉正持续专注于自动驾驶技术，预计将在今年晚些时候投产Cybercab和Tesla Semi卡车。 报告还指出，特斯拉的完全自动驾驶系统已在荷兰获得批准，并将于5月接受欧盟范围内的审查，预计中国将在第三季度获得批准。报告称，特斯拉预计将于第四季度在美国十几个州推出无人值守的完全自动驾驶服务，并预计在2027年实现经常性收入。 Wedbush维持对特斯拉股票的“跑赢大盘”评级和600美元的目标价。
Price: $376.89, Change: $-10.62, Percent Change: -2.74%
Hunan Gold (SHE:002155) posted first-quarter attributable net profit of 595.5 million yuan, up 79% from 332.3 million yuan the previous year.Earnings per share went up to 0.38 yuan from 0.21 yuan, according to a weekend filing with the Shenzhen bourse.Operating revenue climbed 44% year over year to 18.8 billion yuan from 13.1 billion yuan.Shares of the miner declined 2% in recent trade.
Singapore's manufacturing output jumped 10.1% in March, backed by strong growth across almost all clusters, the city-state's Department of Statistics reported Monday.Excluding biomedical manufacturing, output rose 13.5% year-on-year in March.Electronics output grew 30%, driven by robust AI-related demand, the data showed. Precision engineering gained 14.0%, while general manufacturing and transport engineering expanded 7.6% and 2.0%, respectively.Meanwhile, biomedical manufacturing fell 14.3%, mainly due to softer demand for medical devices, while chemicals dropped 16.0%.On a month-on-month basis, manufacturing output increased 4.7% in March. Excluding biomedical manufacturing, output was up 3.5% on a monthly basis.
G8 Education (ASX:GEM) said Macquarie Group (ASX:MQG) became a substantial holder on April 22 after acquiring 39.2 million securities of the firm, according to a Monday Australian bourse filing.Macquarie's voting power in the firm is now 5.08%.Its shares were up over 1% in recent trading on Monday.