戴尔财报超预期涨15.8%，Snowflake盘后飙升17.5%
Closing Bell: Dell Soars, GE Vernova Rallies, HP Rises After Earnings | Stock Movers
涵盖AI算力龙头戴尔、云数据巨头Snowflake等关键标的的财报表现及指引变化，直接反映市场对AI基础设施需求的定价逻辑，建议关注相关产业链资金动向。
[music] Bloomberg Audio Studios podcasts radio news. This is the closing bell on the stock movers report. [music] The companies making moves at the close of US trading with Carol Masser, Tim [music] Stenc, Roma Bostic, and Katie Grifeld. Well, let's talk about some of [music] the stocks that moved higher today. We got to start with Dell. I mean, this was just a remarkable report. Shares were up more than 200% going into this.
[音乐] 彭博音频工作室播客、广播新闻。这是股市动向报告的收盘钟声。[音乐] 美国交易结束时表现活跃的公司，主持人包括卡罗尔·马瑟、蒂姆[音乐]·斯滕克、罗马·博斯蒂克和凯蒂·格里菲尔德。好吧，我们来谈谈今天上涨的一些股票。我们得从戴尔开始。我的意思是，这是一份非凡的报告。在此报告发布前，其股价已上涨超过200%。
Uh Dell shares up wow on the day 15.8% today. Uh we see shares jumping after the company boosted its annual sales forecast due to surging demand for servers to run AI. I know we're getting some earnings Roma.
嗯，戴尔股价大涨，哇哦，今天盘中上涨15.8%。我们看到该公司因运行AI的服务器需求激增而上调年度销售预测后，股价跳涨。我知道我们要听到一些财报数据了，罗马。
You can keep going. I like the Dell story. Yeah,
你可以继续说。我喜欢戴尔的故事。是的，
the Dell story is good. I mean
戴尔的故事很好。我的意思是
I'm fascinated by it. I'm baffled but
我对此很着迷。我感到困惑但
we're going to hear Broadcom from Broadcom later. HPE as well. Well, HP will be interesting because I mean if Dell I mean you saw that I mean they've raised their forecast what 25 billion added to that 192 billion for the year uh is what they're expecting here. That's phenomenal. So so what is HPE going to do tonight?
我们稍后会听到博通的消息。还有HPE（慧与）。嗯，惠普会很有趣，因为我的意思是，如果你看到了的话，我的意思是他们上调了预测，在1920亿美元的基础上增加了多少？250亿美元？这就是他们预期的全年数据。这太棒了。那么HPE今晚会有什么动作呢？
That's the question. I'll tell you in I'll tell you in about 7 minutes um or maybe even three minutes.
这就是问题所在。我会告诉你，大约7分钟后告诉你，或者甚至三分钟后。
I think we'll be gone then.
我想那时候我们就已经走了。
The uh the AI server forecast though to contextualize this a little bit. A three-fold increase over the prior year. The company's broked more than $130 billion in AI server orders just in the past 12 months. I mean, I think this set the tone for the day's trade. That's why I wanted to start with it. I also want to check in on GE Vernova because this is a story about the US and a story about Venezuela as well. Shares closed for G Vernova up by 2.6% today.
不过，AI服务器的预测有助于稍微理清一下背景。这一数字是前一年的三倍。该公司在过去12个月内接到的AI服务器订单总额超过1300亿美元。我的意思是，我认为这奠定了当天交易的基调。这也是为什么我想从它开始聊起。我还想关注一下GE Vernova，因为这既是一个关于美国的故事，也是一个关于委内瑞拉的故事。GE Vernova的股价今天收盘上涨2.6%。
The company has committed to repairing large portions of Venezuela's power grid as part of a series of deals to boost the country's energy output. Venezuela's grid has deteriorated over the past two decades. Experts estimate the power sector needs at least $25 billion in investment. G Bernova shares today up 2.6%.
作为一系列旨在提升该国能源产量的协议的一部分，该公司承诺修复委内瑞拉电网的大部分区域。委内瑞拉的电网在过去二十年中不断恶化。专家估计，电力部门至少需要250亿美元的投资。G Bernova（注：此处原文为G Bernova，结合上下文应指GE Vernova）今日股价上涨2.6%。
And I got it. Anytime there's an excuse to talk about the sphere,
我明白了。任何时候只要有借口谈论The Sphere（球形场馆），
the sphere, I'm gonna talk about it.
我就会谈论它。
Did you do the You went to the Backstreet Boys show there, didn't you, Roma?
你去看了Backstreet Boys（后街男孩）的演出，对吧，罗马？
What?
什么？
No, I did not.
不，我没去。
Oh, I thought you did.
哦，我以为你去了。
Next time.
下次吧。
Next time. Okay.
下次。好的。
I'm I'm waiting for Insync to go there. [laughter]
我在等Insync去那里。[笑声]
Okay. Uh, sharers up 5.5% today. This, of course, is the the sphere in Las Vegas. Carol and I went, we saw the Wizard of Oz in 4D. You've heard of 3D? We saw it in 4D.
好的。嗯，股价今天上涨5.5%。当然，这是位于拉斯维加斯的The Sphere（球形场馆）。卡罗尔和我去了，我们看了4D版的《绿野仙踪》。你听说过3D吗？我们是看的4D版。
Oh, okay.
哦，好的。
Okay.
好的。
Wait.
等等。
Yeah.
是的。
You What are you guys just on vacation together? What do you
你们这是刚一起度假回来吗？你们……
No, we were there for work.
不，我们是去出差的。
Oh, okay. Sure.
哦，好的。没问题。
Uh, and it Hey, I I I actually thought I thought we could expense the tickets because I'm talking about the sphere all the time. But no, I had to pay. We had to pay for the tickets ourselves.
呃，还有那个……嘿，我……我其实以为我们可以把机票算作公司开支，因为我一直在谈论 The Sphere（球形场馆）。但没门，我得自己付钱。我们得自掏腰包买票。
It was worth it though.
不过还是值得的。
All right, we'll check your expense account in a second. Can I get to Five Below here?
好吧，待会儿我们来查你的报销账户。我能问到 Five Below 的情况吗？
Okay, you get to Five Below.
好的，那就说说 Five Below 吧。
Yeah. Uh, the discount retailer out with its earnings a beat uh pretty much across the board. adjusted EPS at $1.68. Street was looking for $139. Net sales in the quarter at $1.26 billion. That's also a beat as well. Comp sales up 14%. The street was looking for a jump of about 11%. And for the full year, the company says expect guidance. Comp sales, excuse me, of 10 to 12% for the full year. The street was looking for 9%.
是的。呃，这家折扣零售商发布的财报几乎全线超预期。调整后每股收益（EPS）为 1.68 美元。市场预期的 EPS 为 1.39 美元。当季净销售额为 12.6 亿美元，这也超出了预期。同店销售额增长 14%。市场预期的增幅约为 11%。对于全年，公司给出的指引是：同店销售额预计增长 10% 至 12%。市场预期的增幅为 9%。
The shares uh up about 1 to 2% in the after hours straight.
股价在盘后交易中上涨约 1% 至 2%。
All right. What does Winnie Park say? The CEO of Five Below. Winnie Park says, quote, "We are thrilled with our second quarter performance and the continued momentum of our customer centric strategy." Winnie says, "The crew delivered strong results by collaborating on trend right product stories at amazing value in stores that are fun and easy to shop. We remain maniacally focused on delivering our brand
好吧。Winnie Park 怎么说？Five Below 的首席执行官 Winnie Park 表示：“我们对第二季度的业绩以及以客户为中心的战略所取得的持续势头感到兴奋。”Winnie 说：“团队通过在店内提供有趣且易于购物的环境，以惊人的价值呈现紧跟潮流的产品故事，从而取得了强劲的成果。我们依然狂热地专注于打造我们的品牌”
maniacally."
‘狂热地’。
Yeah.
是的。
Okay.
好的。
Promise to be the destination for the kid and the kid and all of us. I've actually never been to a Five Below, I confess. No.
承诺成为孩子、大孩子以及我们所有人的目的地。说实话，我从来没去过 Five Below，我坦白。没有。
Well, you wouldn't like it. It's all like It's a lot of candy, which
嗯，你可能不会喜欢它。那里全是……有很多糖果，这……
Well, I think also when my kids get a little older, I
嗯，我觉得等我的孩子再大一点，我……
I came in the other day, Lisa, and he was eating for breakfast literally a carrot.
前几天我来这儿的时候，Lisa，他早餐 literally（字面意义上）在吃一根胡萝卜。
A what? A carrot.
什么？胡萝卜。
It was a purple carrot. It's a great source of antioxidants.
那是一根紫色的胡萝卜。它是抗氧化剂的良好来源。
No hummus. No. [laughter]
没有鹰嘴豆泥。没有。[笑声]
I can I join you in not having been to a Five Below, but I know that the company has been
我可以加入你没去过 Five Below 的行列，但我知道该公司一直……
leveraging the social media and the influencer trend.
利用社交媒体和网红趋势。
We got other earnings crossing as well. Shares of Five Below up by 2.6%. Uh looking at shares of NetApp right now in the after hours. Shares of NetApp about about 7/10en of 1%. It's an application software company in the real estate space. Uh first quarter adjusted EPS coming in above estimates at $2.58. The outlook though the company sees second quarter net revenue 2.03 to 2.18 billion that beat estimates significantly and second quarter net revenue the company sees excuse me uh second quarter adjusted EPS above estimates at 254 to 264.
我们还有其他财报数据要过。Five Below 的股价上涨 2.6%。呃，现在来看看 NetApp 的股价，盘后交易中 NetApp 的股价下跌了大约 0.7%。NetApp 是一家房地产领域的应用软件公司。第一季度调整后每股收益高于预估，达到 2.58 美元。不过展望方面，公司预计第二季度净收入为 20.3 亿至 21.8 亿美元，大幅超出预估；第二季度调整后每股收益预计高于预估，为 2.54 至 2.64 美元。
Go ahead. HB crossing the wire right now as well. I'll just get right to the red headline and that is the forecast for the full year. The company says expect EPS of 375 to 385. That's a raise of what it had previously guided of 335 to 345. Also for the full year, the company actually says expect free cash flow of at least 5 billion. That's a smidge higher than the 4.83 uh that the street had been looking for. and the revenue growth outlook uh goes up to a range of 34 to 37% growth.
请继续。HB 也刚刚连线完毕。我直接切入头条新闻，即全年业绩预测。公司表示预计每股收益（EPS）为 3.75 至 3.85 美元。这高于此前指引的 3.35 至 3.45 美元。此外，对于全年，公司实际上表示预计自由现金流至少为 50 亿美元。这略高于市场预期的 48.3 亿美元。收入增长展望上调至 34% 至 37% 的增长区间。
So raising their forecast as for the quarter that just passed that was also a beat pretty much all around revenue in the most recent quarter 12.21 billion. The street was looking for about 11.9 and for the bottom line $111 a share. The street was looking for 93 cents a share. Uh and you see the shares there in the after hours trade. They had been in the green but now uh slightly in the red. We got to talk Snowflake because Snowflake shares are just surging up more than 17% in the after hours.
因此，他们上调了预测。刚刚过去的季度业绩几乎全面超预期。最近一个季度的收入为 122.1 亿美元。市场预计约为 119 亿美元；每股收益方面，市场预计为 93 美分，而实际为 1.11 美元。大家可以看到盘后交易中股价的表现。它们起初上涨，但现在略微下跌。我们必须谈谈 Snowflake，因为 Snowflake 的股价在盘后交易中飙升超过 17%。
The company sees fiscal year adjusted operating margin 14.5%. It saw 13.5%. The company sees third quarter adjusted operating margin at 15.5%. It sees third quarter product revenue 1.59 to 1.59. That beat estimates of 1.51. It sees fiscal year product revenue at 6.07 billion. That's a significant increase from what it saw earlier. 5.84 84 billion to 5.86 billion. So second quarter revenue beating estimates, third quarter product revenue forecast beating estimates.
公司预计财年调整后营业利润率为 14.5%，此前为 13.5%。公司预计第三季度调整后营业利润率为 15.5%。预计第三季度产品收入为 15.9 亿美元。这超过了 15.1 亿美元的预估。公司预计财年产品收入为 60.7 亿美元。这与之前看到的 58.484 亿至 58.6 亿美元相比有显著增加。因此，第二季度收入超预期，第三季度产品收入预测也超预期。
Snowflake shares up 17.5% in the after hours.
Snowflake 股价在盘后交易中上涨 17.5%。
Yeah. And I was kind of surprised uh by this initial pop here because we talk about a stock that I mean what just uh about mid octo mid August excuse me was at its highest levels that we had seen uh since at least uh late 2021. And so it it looked like a lot of investors had piled into this really pushing it up but obviously getting a little bit more juice based on that release that we just got.
是的。我对这次初步的涨幅感到有些惊讶，因为我们谈论的这只股票，我想说的是，就在八月中旬左右，它达到了我们自 2021 年底以来看到的最高水平。看起来许多投资者涌入推高了股价，但显然基于我们刚刚收到的这份财报，获得了更多的动力。
All right, I want to go to Petco on they their earnings came out too. Woof. Yes, I know. I got to love it. W uh let's see. Reported net sales second quarter match the average analyst estimate. Uh right now their shares a little bit higher. Let's see. Net sales 1.49 billion estimate of about 1.49 billion. Um adjusted EBIDA 1 122.2 million. The estimate was 109.6. 6 million um comparable sales about uh positive 610 of a percent.
好的，我想转到 Petco，它们的财报也发布了。汪汪。是的，我知道。我真是爱死它了。嗯，让我们看看。第二季度报告净销售额符合分析师平均预期。目前它们的股价略有上涨。让我们看看。净销售额为 14.9 亿美元，预估约为 14.9 亿美元。调整后 EBITDA 为 1.222 亿美元。预估为 1.096 亿美元。可比销售额约为正 6.10%。
The estimate was for just about um the same there. So on par with on par with that. Um when we look at their shares right now, yeah, up about 8%. So some good news there. Um for Petco,
估值大致相同。与之前持平。嗯，现在我们看看他们的股价，涨了大约8%。这是一个好消息。对于Petco来说，
it is still earnings season, guys. Never ends. Never ends. It truly it truly never ends.
现在仍然是财报季，朋友们。永无止境。真的永无止境。
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