英伟达投资数据中心电源商，台股AI基建涨停潮；日股财报亮眼，中际旭创跌8.3%
Delta Electronics Jumps, Recruit Soars, Zhongji Innolight Drops | Stock Movers
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the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. Well, let's take a look at some stocks on the [music] move today in Asia. I'm Steven Carroll and I'm joined by Bloomberg's markets reporter Anthony Stevens for more. [music] Anthony, let's start with a report that Nvidia is investing in a data center power producer boosting a range of names [music] in Taiwan this morning.
股市异动报告，利用彭博数据的力量，为您汇总股市中有所动作的公司。那么，让我们来看看今天亚洲市场上一些[音乐]有变动的股票。我是史蒂文·卡罗尔，和我一起的是彭博市场记者安东尼·史蒂文斯，带来更多详情。[音乐] 安东尼，我们先从一则报道开始，英伟达正在投资一家数据中心电力生产商，今早[音乐]提振了台湾一系列相关股票。
Yeah, and that's kind of solidified sentiment around the data center buildout in Taiwan. There was some doubt about the pace of US AI investments in the data center space. We've seen some weakness in the Neoclouds for example, but the fact that Nvidia is putting their massive balance sheet behind this team has really helped things. So you see names like AS or Delta Electronics which is actually coincidentally one of the biggest stocks in Thailand with its subsidiary there one of the largest stocks.
是的，这在一定程度上巩固了围绕台湾数据中心建设的市场情绪。此前，市场对美国在数据中心领域的人工智能投资步伐存在一些疑虑。例如，我们看到Neoclouds出现了一些疲软，但英伟达将其庞大的资产负债表押注在这支团队上，确实起到了帮助作用。所以你会看到像AS或台达电子这样的公司，巧合的是，台达电子在泰国的子公司是泰国最大的股票之一。
Uh Delta is up limit up. Uh you have light on pretty close to limit up and a whole range of these kind of AI infrastructure names hovering around limit up. So Taiwan limit up is up 10% and that market is on fire on this theme. [snorts]
嗯，台达电子涨停了。嗯，还有光宝科技接近涨停，一大批这类人工智能基础设施股票都在涨停附近徘徊。台湾的涨停幅度是10%，这个市场因为这个主题而火热。[哼声]
And we're also seeing some big earnings related moves in the Japanese market today. Yeah, Japan's been standing out on in terms of the volatility around earnings and today most of those earnings seem to be resolved on the upside across a range of sectors. So we have recruit uh which was up around 20%, now it's on special quotation. They beat on earnings. This is a software play that is uh that strikes at a wide sway of kind of Japanese corporate software needs.
今天日本市场也出现了一些与财报相关的大幅波动。是的，日本在财报波动方面一直很突出，而今天，大部分财报似乎都在多个行业出现了上行结果。比如瑞可利，上涨了约20%，现在处于特别报价状态。他们的财报超出预期。这是一家软件公司，触及了日本企业软件需求的广泛领域。
Uh they are up 20%. This is part of the big squeeze in software that even the US has been seeing and to a lesser extent in Europe as they kind of capitalize on cheaper AI. Uh there's also 20% moves in CISMEX and a relatively household name Seiko watches uh is up 15% as well after they raised guidance. So quite a decent sway of the Japan manufacturing universe is up around 15 to 10% after earnings.
嗯，他们上涨了20%。这是软件领域大幅挤压的一部分，美国甚至欧洲也出现了这种情况，因为他们利用了更便宜的人工智能。嗯，CISMEX也有20%的涨幅，还有相对家喻户晓的品牌精工手表，在上调业绩指引后也上涨了15%。因此，日本制造业相当大一部分股票在财报后上涨了约10%到15%。
Yeah, pretty major moves. On the flip side though, Chinese optical names continue to be drilled by being excluded from the US market.
是的，相当大的变动。但另一方面，中国光学类股票因被排除在美国市场之外而继续受到打击。
Yeah. So, this was one of those China AI export success stories, the optical transceivers that connect servers together. Uh, and they were exporting most of their uh kind of manufacturing to the US. Now, President Trump wants to kind of centralize that technology at home and also there are some concerns that these technologies can transmit data back to China which are obviously unsubstantiated. But the the kind of excluding of this sector from the US has caused a real big dent uh in positioning.
是的，这是中国AI出口的成功案例之一，即连接服务器的光收发器。他们大部分制造都出口到美国。现在，特朗普总统想把这项技术集中在美国国内，而且有人担心这些技术可能将数据传回中国，这显然是没有根据的。但美国将这一行业排除在外，确实对其定位造成了重大打击。
This is one of the biggest uh constituents of the Chinese index. It's around 20% of the Chinese index and Chinese domestic retail is very strong uhly positioned in this now as they have no idea what is going to happen on the regulatory side from the US. They're cutting first and asking questions later. So, Zongji Innolyte is down 8.3% and EPO link is down 7 and the Chinese index as a whole is down two. Bear in mind, Zongji Innolyte listed in the in Hong Kong just a couple of days ago and it was one of the largest IPOs in around 7 years.
这是中国指数中最大的成分股之一，约占中国指数的20%，中国国内散户现在非常强势地持有这一板块，因为他们不知道美国监管方面会发生什么。他们先砍仓，再问问题。所以，中际旭创下跌8.3%，新易盛下跌7%，中国指数整体下跌2%。请记住，中际旭创几天前才在香港上市，是大约7年来最大的IPO之一。
Yeah, certainly really interesting sector to be keeping an eye on as well. Thinking a bit more broadly about the markets, Anthony too, we've been having this discussion about the yen and it slowly retracing uh some of those gains after the intervention weaker again 4/10en of 1% today 158 against the dollar. I mean, how likely does further intervention look when we're looking at the the weakness returning to the Japanese currency?
是的，这确实是一个值得关注的非常有趣的行业。再更广泛地思考一下市场，Anthony，我们一直在讨论日元，它在干预后缓慢回吐部分涨幅，今天再次走弱，兑美元报158，跌幅为0.4%。我的意思是，当我们看到日元再次走弱时，进一步干预的可能性有多大？
This speaks to some kind of vagueness around the goals of the intervention in the first place, right? like in the sense that Japan does not want a materially stronger yen from the looks of it. Uh it's a limited intervention. It just wants to prevent one-way speculation in the yen. And to that extent it has kind of succeeded u in the sense that the speculators have their CFTC uh kind of speculative shots on the yen.
这说明了干预目标本身存在某种模糊性，对吧？从表面上看，日本并不希望日元大幅走强。这是一次有限的干预。它只是想防止日元出现单向投机。就此而言，它已经取得了某种成功，因为投机者已经通过CFTC对日元进行了投机性空头持仓。
Uh the yen volatility is a lot higher than it used to be. Uh and the yen is hovering around the 200 day moving average. So in that sense, you know, it's no longer so easy to bet on the direction of the yen. In the other sense of the word though, intervention cannot be successful unless the BOJ follows through. Uh and in that vein, the fact that one BOJ member is on the tapes talking about a faster pace of hikes than the market anticipates.
日元波动率比以前高得多。日元徘徊在200日移动均线附近。所以从这个意义上说，你知道，押注日元方向不再那么容易。但从另一个意义上说，除非日本央行跟进，否则干预不可能成功。因此，有日本央行成员在录音中谈到加息步伐快于市场预期，这一事实就很重要。
That is interesting. That is the kind of messaging the market will need for the yen to strengthen kind of appreciably. But until we see action from the BOJ, until we see Tokyo inflation, for example, pick up marketkedly, the the kind of conviction around yen strength is going to be limited and people are going to continue to pick a fight with it. Now, we have US inflation and the US Treasury auctions in the middle end of that week. [music] And to be fair, it probably is more important to the dollar yen what the dollar leg of the trade does. [music] The stock movers report from Bloomberg Radio. [music] Check back with us throughout the day for the latest roundup of companies making news on Wall Street. [music] And for the latest market moving headlines, listen to Bloomberg Radio Live. [music] Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business App.
这很有趣。这是市场需要的那种信息，才能让日元显著升值。但除非我们看到日本央行的行动，例如东京通胀数据明显上升，否则对日元走强的信心将有限，人们将继续与之对抗。现在，我们关注美国通胀和美国国债拍卖，这些将在本周中后期公布。[音乐] 公平地说，对于美元兑日元汇率，美元方面的走势可能更为重要。[音乐] 这是来自彭博电台的股票动态报告。[音乐] 请全天关注我们，获取华尔街最新公司新闻汇总。[音乐] 如需最新市场动态头条，请收听彭博电台直播。[音乐] 您还可以通过彭博商业应用在YouTube、Bloomberg.com以及Apple CarPlay和Android Auto上关注我们。
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