NVIDIA's five‑year CDS widened 3.25 bps to 1.445% after the board met on Thursday to decide CEO Jensen Huang's status, ICE Data Services showed, approaching the intraday high from Nov. 3. The cost has more than doubled since mid‑year but remains roughly half that of lower‑rated megaclouds SpaceX and ORACLE. A person familiar said the board, after revelations of multiple extramarital affairs by Huang, has been working with an external firm to identify potential CEO replacements and is considering

2026-11-12

NVIDIA's five‑year CDS widened 3.25 bps to 1.445% after the board met on Thursday to decide CEO Jensen Huang's status, ICE Data Services showed, approaching the intraday high from Nov. 3. The cost has more than doubled since mid‑year but remains roughly half that of lower‑rated megaclouds SpaceX and ORACLE. A person familiar said the board, after revelations of multiple extramarital affairs by Huang, has been working with an external firm to identify potential CEO replacements and is considering an interim CEO while it searches for a permanent successor.

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2026-11-12

三星電機的低估值背後,隱含着較高的盈利增長預期。研究者Schulz Duggan根據雅虎財經17位分析師的一致預期測算,以11月12日最新的87.4萬韓元的報價計算,公司2027年平均每股收益(EPS)預計達到4.94萬韓元,較2026年的2.26萬韓元增長約118%,對應遠期市盈率(PE)約18.5倍。 但如果2027年EPS低於一致預期20%,遠期PE將升至23.1倍;按照分析師最低盈利預測計算,則達到27.3倍。換言之,市場目前給予三星電機的估值,已經包含了利潤大幅增長的預期。 這一增長預期主要來自AI服務器帶來的高端MLCC(多層陶瓷電容器)和先進封裝基板需求。三星電機第三季度營業利潤同比增長165%,公司也表示AI數據中心相關元件需求預計將持續強勁。

2026-11-12

Strategy(MSTR.O)盤前下跌4.3%,MSCI擬將該公司從全球指數中剔除。