-- Wedbush周三发布的研究报告指出，受人工智能计算机架需求推动，AMD（Advanced Micro Devices）第二季度销售额预计将加速增长，这主要得益于产品销量和平均售价的双双提升。 报告称，尽管管理层预计MI450/455 GPU的销量将在下半年逐步提升，但CPU的强劲表现在一定程度上弥补了GPU增长低于预期的情况。 Wedbush表示，受数据中心增长推动的强劲企业销售足以抵消游戏领域预期疲软的影响。该券商预计AMD第二季度、2026年和2027年的每股收益分别为1.61美元、6.95美元和12.33美元。 Wedbush指出，AMD强大的计算能力进一步印证了人工智能基础设施支出在智能体工作负载方面的增长速度超出预期的观点。 该券商表示，重申了对该股票的“跑赢大盘”评级，并将目标股价从每股 400 美元上调至 450 美元。
Price: $409.02, Change: $+53.76, Percent Change: +15.13%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%