-- Wedbush周四发布的一份报告指出，微软(MSFT)第三季度业绩超出所有关键指标，Azure加速发展和资本支出预期进一步巩固了其在人工智能领域的领先地位。 报告称：“这又是一个表现卓越的季度”，并指出微软人工智能年度经常性收入实现了三位数增长，Azure的加速发展势头将持续到2026财年末。 报告还指出，任何对高额资本支出预期的仓促反应都代表着“强劲的”买入机会。 报告称，微软预计第四季度资本支出将超过400亿美元，远高于第三季度的319亿美元，并给出了2026财年约1900亿美元的资本支出预期，计划在两年内将其全球数据中心规模扩大一倍，以满足市场需求。 Wedbush维持对微软的“跑赢大盘”评级和575美元的目标价。
Price: $400.54, Change: $-23.93, Percent Change: -5.64%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:OLED reported challenging Q1 results with revenue declining 14.5% Y/Y to $142M, well short of consensus expectations ($161M), while EPS of $0.76 fell 44% Y/Y and missed Street estimates ($1.20). The weakness was broad-based, with material sales down 2.9% to $84M and royalty/license fees declining 26.4% to $54M, representing the largest drag on quarterly performance. Management lowered 2026 revenue guidance to $650M from a prior $675M view, citing weak demand conditions. CFO noted near-term market conditions have become more measured while maintaining confidence in longer-term growth prospects, including Gen 8.6 capacity additions in Korea and China expected online this year. We agree with management's longer-term optimism but note weak current conditions may slow new OLED fab ramp timelines. We think the revised Q2-Q4 implied performance ($508M) creates room for downside risk below company projections, as the environment remains volatile.
China Shipbuilding Industry Group Power's (SHA:600482) net profit attributable to shareholders in 2025 slipped 6.5% to 1.30 billion yuan from 1.39 billion yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share declined 4.9% year on year to 0.58 yuan from 0.61 yuan.The Chinese shipbuilding conglomerate's operating revenue rose 12% to 57.80 billion yuan from 51.70 billion yuan in the prior year.
Mercuria Energy Group said it has filed a lawsuit in London's High Court against Baltic Exchange Information Services, alleging distortion of a key oil shipping benchmark, Bloomberg reported on Thursday.The dispute centers on the TD3C route, which tracks the cost of shipping crude from the Middle East to China.Mercuria said the rate "no longer accurately or reliably represents the underlying market it is intended to measure," according to the claim form seen by Bloomberg, adding that the impact has led to losses estimated in the "hundreds of millions of US dollars."The Baltic Exchange, owned by Singapore Exchange, publishes freight rates widely used in global oil markets and derivatives trading.