-- Wedbush週二發布的一份報告指出，特斯拉（TSLA）的全自動駕駛（FSD）系統滲透率預計將超過50%，這將改變該公司未來的財務模式。該報告發佈於特斯拉週三公佈第一季財報之前。 Wedbush分析師表示，特斯拉的FSD系統已在荷蘭獲得監管部門批准，這是其在歐洲的首個核准項目。分析師指出，這項進展為特斯拉在歐洲其他地區獲得批准奠定了基礎，預計德國、法國和義大利將在未來幾個月內跟進。 分析師表示，鑑於歐美市場需求疲軟，華爾街先前對特斯拉第一季營收約224億美元（其中汽車業務約160億美元）的預期並不令人意外。報告也指出，特斯拉第一季每股收益預計為0.37美元，反映了公司為更專注於人工智慧而進行的投資。 分析師預計，特斯拉將在周三盤後舉行的第一季財報電話會議上，詳細說明其人工智慧計畫。此前，該公司已在CyberCab、半掛卡車生產以及一座新的巨型工廠等方面投入了約200億美元的人工智慧資本支出。 Wedbush維持對特斯拉股票的「跑贏大盤」評級和600美元的目標價。
Price: $389.07, Change: $-3.43, Percent Change: -0.87%
BSP Financial Group (ASX:BFL) has appointed Ray Naicker as group chief information officer, subject to regulatory approval, with his start date expected in the third quarter, according to a Monday filing with the Australian bourse.Naicker most recently held the position of group CIO at Nedbank Group, per the filing.Naicker will succeed Richard Nicholls, who will move to a new role leading the implementation of the company's new core banking platform for its Pacific markets, the filing added.
Forrestania Resources (ASX:FRS) intersected high-grade gold mineralization during a recent drill program at its British Hill Gold Project, Mt Palmer Gold Project, and Johnson Range Project in Western Australia, according to a Monday Australian bourse filing.The results were up to 9 meters at 2.6 grams per tonne (g/t) gold from 78 meters at British Hill, including 1 meter at about 12 g/t gold from 86 meters.At Mt Palmer, results were up to 6 meters at 7.6 g/t gold from 3 meters, including 1 meter at 19.7 g/t gold from 5 meters and 1 meter at 10.8 g/t gold from 7 meters.At Johnson Range, results were up to 7 meters at 11.6 g/t gold from 17 meters, including 4 meters at 19.7 g/t gold from 19 meters, with assay results still pending at both Mt Palmer and Johnson Range.Forrestania is currently drilling the Lady Lila and Gibraltar gold projects, it added.
IperionX's (ASX:IPX) titanium powder production operations in Virginia, US, transitioned to an around-the-clock production schedule during the March quarter, advancing from commissioning to continuous operations, according to a Monday filing with the Australian bourse.The company said all HAMR powder production systems are now in ramp-up and are targeting a run-rate production of around 200 tonnes of titanium powder per year by the close of 2026.Commenting on its titanium product manufacturing operations, the company said additional HSPT sintering furnaces are due to be commissioned in the June quarter, which is expected to ease production bottlenecks and speed up customer qualification timelines.IperionX also anticipates expanding its participation in "high-volume titanium markets where customer engagement is strong and domestic US supply is strategically important, including titanium mill products," the company said.It ended the March quarter with $48.2 million in cash and expects to close fiscal year 2026 with cash in the range of $36 million to $40 million.