-- Wedbush週三發布的研究報告指出，受人工智慧電腦架需求推動，AMD（Advanced Micro Devices）第二季銷售量預計將加速成長，這主要得益於產品銷售和平均售價的雙雙提升。 報告稱，儘管管理層預計MI450/455 GPU的銷售量將在下半年逐步提升，但CPU的強勁表現在一定程度上彌補了GPU成長低於預期的情況。 Wedbush表示，受資料中心成長推動的強勁企業銷售足以抵銷遊戲領域預期疲軟的影響。該券商預計AMD第二季、2026年及2027年的每股盈餘分別為1.61美元、6.95美元及12.33美元。 Wedbush指出，AMD強大的運算能力進一步印證了人工智慧基礎設施支出在智慧體工作負載方面的成長速度超乎預期的觀點。 該券商表示，重申了對該股票的「跑贏大盤」評級，並將目標股價從每股 400 美元上調至 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%