Anthropic IPO Filing Lifts AI Stocks — Malaysia Read-Across
Anthropic’s US IPO filing lifts AI stocks as Nasdaq gains 0.83%. See what the rally means for Malaysian investors and which AI names to monitor.
蓬萨获1.709亿令吉分包合约 切入砂拉越水利升级工程
蓬萨（PANSAR，8419）旗下全资子公司Perbena Emas Sdn Bhd获许甲明颁发约RM1.709亿令吉分包合约，参与砂拉越沙马拉祖水利升级，工期36个月，预计2026年11月动工。了解这份蓬萨分包合约对股东意味着什么，并请自行研究公告后再作判断。
Bursa Malaysia Ends Lower: FBM KLCI Slips 0.45% to 1,604.36
Bursa Malaysia closed lower at 1,604.36 as utilities and banks weighed. Here are the heavyweights to monitor and the week’s 1,590-1,620 range.
GDB控股获RM10.17亿住宅合约 手持订单创5年新高
GDB控股获RM10.17亿ParkCity Residences住宅合约，手持订单升至RM20.5亿创5年新高。公司亦称订单能见度延续至2031年，今年迄今新签合约达RM18.1亿。这份合约对GDB控股股东意味着什么？查看关键数字，并自行研究这只建筑股的盈利能见度与估值。
Maxis Fibre Base Could Rise 22% on Astro Broadband Deal
Maxis fibre base could grow 22% to 991,000 subscribers via Astro’s broadband deal. Read the RM83 million price tag and what it means for shareholders.
肯纳格下调大马产托目标价约5%至7% 柏威年双威列首选
肯纳格研究下调大马产托目标价约5%至7%，维持“中和”评级。购物中心出租率降至77.9%，柏威年产托与双威产托列为首选，目标价分别为RM1.83与RM2.27。想了解债息走高与预扣税豁免如何影响大马产托估值的完整分析？阅读全文，掌握分派与估值的关键数字，并自行研究后再作决定。
Meta AI烧钱挫6.1% 微软Alphabet亚马逊财报待考
Meta AI资本开支加码至8250亿令吉，股价单日跌6.1%，创7月以来最差表现，并推高信用违约互换价格。微软、Alphabet、亚马逊本周公布财报，预计营收均录得两位数增长，科技七雄今年盈利预计增长约34%，阅读全文，掌握AI烧钱风险与估值的关键数字。
Alphabet, Microsoft, Amazon Earnings Set Tone for AI Trade
Alphabet, Microsoft and Amazon earnings lead this week’s AI trade. Check consensus revenue and EPS, then monitor Bursa Malaysia’s tech names.
Anthropic拟将5%股权捐给公益基金 或值约1000亿美元
Anthropic公益基金拟注入5%股权，若以2万亿美元估值上市约值1000亿美元。本文拆解Claude开发商的捐赠结构、创始人承诺与OpenAI基金会持股，并与卡内基、盖茨基金会先例对比，所有数字依FMT报道整理，分析对股东与慈善界的影响，请自行研究后再作判断。
Moody’s Eyes Malaysia Data Centre Hub, TNB Capex in Focus
Moody’s says Malaysia can be a regional data centre hub if it keeps its edge. Learn what TNB’s RM80 billion to RM95 billion spend means for shareholders.