Investing.com - 瑞穗证券周四在一份报告中上调了希捷(Seagate)、Western Digital (NASDAQ:WDC)和闪迪(SanDisk)等关键存储和内存股的目标价，理由是AI基础设施需求加速。

Investing.com - Piper Sandler在周四的一份报告中将Oracle (NYSE:ORCL)上调至"增持"，同时将工作日公司(Workday) (NASDAQ:WDAY)下调至"减持"，理由是人工智能正在推动首席信息官(CIO)支出优先级发生重大转变。 "我们最新的CIO调查强化了对AI基础设施支出前景的乐观态度，同时也提高了对更广泛应用类别的风险警惕，"分析师们写道。 Or ...

In a pre-emptive move to support growth amid rising downside risks, Bank Negara Malaysia (BNM) cut the OPR by 25 basis points to 2.75 percent on Wednesday, its first rate cut since July 2020.