-- Wedbush周一在一份报告中指出，由于CPU需求保持强劲，封装和代工业务需求不断增长，英特尔(INTC)第一季度业绩可能超出预期，第二季度至少达到或超过预期，但其股价目前已被高估。 这家投资公司表示，近期的积极情绪源于预期中的EMIB封装订单、18A代工业务可能取得的进展以及与人工智能推理需求相关的更强劲的CPU需求。 Wedbush表示，英特尔第一季度的业绩指引较为谨慎，尤其是在利润率方面，但服务器计算需求的强劲增长和价格上涨应该能够支撑其业绩略高于预期，并且这种势头可能会延续到第二季度，这或许会让英特尔有空间发布比华尔街目前预测更好的业绩指引。 目前的估值难以支撑，因为英特尔的制程技术仍需证明其竞争力，未来几个季度个人电脑计算需求可能会减弱。 Wedbush维持对英特尔的“中性”评级和30美元的目标价，并补充说，服务器CPU似乎并非该行业的主要供应瓶颈。然而，内存和其他部分仍然比较紧张，这也削弱了长期上涨的可能性。
Price: $65.67, Change: $-2.83, Percent Change: -4.13%
South Korean shares closed at a new high on Monday, with the primary index crossing the 6,600 level amid a rally led by chip stocks and power equipment manufacturers.The Korea Composite Stock Price Index or Kospi rose 139.4 points, or 2.2%, to end at 6,615.03. The Kosdaq also increased by 22.34 points, or 1.9%, to close at 1,226.18.Shares of chipmakers such as Samsung Electronics (KRX:005930) and SK Hynix (KRX:000660) added over 2% and nearly 6% at market close, while those of Kosdaq-listed Fadu (KOSDAQ:440110) jumped over 19%.Gains were also driven by shares of power equipment manufacturers LS Electric (KRX:010120) and Hyosung Heavy Industries (KRX:298040), which added nearly 13% and 11%, respectively.In corporate news, Fadu posted first-quarter net income of 10.2 billion won, rebounding from a net loss of 12.1 billion won a year earlier, according to a Monday filing with the Korea Exchange.The South Korean chipmaker's sales revenue surged 210% year over year to 59.5 billion won from 19.2 billion won.
UCO Bank (NSE:UCOBANK, BOM:532505) net profit rose to 8.01 billion Indian rupees in the fiscal fourth quarter from 6.52 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.Earnings per share during the quarter ended March 31 climbed to 0.64 rupees from 0.56 rupees last year.Interest earned by the lender in fiscal Q4, however, slipped to 66.6 billion rupees from 67.4 billion rupees a year earlier.The bank's board also recommended a dividend of 0.44 rupees per share for the financial year 2025-26.
Prudential (SGX:K6S, HKG:2378) bought back 287,211 shares in London on April 24 at an average price of about 11.20 pounds sterling apiece, according to a Monday Hong Kong bourse filing.The insurer intends to cancel the repurchased shares.Following the transaction, the company will have about 2.52 billion shares in issue.