最新能源市场动态覆盖全天市场走势。
0626 GMT - 英诺特有望从9月份发布的iPhone 17机型超预期需求中获得盈利提升。这家韩国苹果供应商还可能受益于计划从2026年开始为新iPhone采用可变光圈系统。分析师将英诺特今年的年度营业利润预期上调6.5%，明年上调6.4%。分析师对该公司在越南扩大摄像头模组生产并增强成本竞争力的计划持积极态度。英诺特计划在越南生产70%-80%的摄像头模组。
0507 GMT - CSE Global在美国数据中心市场推动下，其数据中心电气化订单有望在年底前增长至6500万至7500万新加坡元。这家新加坡技术公司为多个美国"超大规模"数据中心提供电气房和变电站，年内已获得8000万至9000万新加坡元的数据中心合同，其中与数据中心电气系统相关的订单贡献了5900万新加坡元。CSE Global还可能扩大其房地产足迹，以支持现有客户扩张带来的不断增长的电力基础设施需求。分析师维持CSE Global股票的买入评级和0.86新加坡元目标价，该股上涨2.8%至0.745新加坡元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.