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美股收盘:Archer大涨、MarineMax飙升、苹果下跌

Closing Bell: Archer Jumps, MarineMax Surges, Apple Sinks | Stock Movers

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美股收盘异动汇总,涵盖SpaceX重回IPO价、波音出售eVTOL业务、MarineMax被收购等重大事件,适合股票投资者关注。

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Bloomberg Audio Studios. Podcasts, radio, news.

彭博音频工作室。播客、广播、新闻。

This is the closing bell on the stock movers report. The [music] companies making moves at the close of US trading with Carol Masser, Tim Stenovec, [music] Romaine Bostick, and Katie Greifeld.

这里是股票动态收盘报道。在美国交易收盘时,卡罗尔·马瑟、蒂姆·斯特诺维克、罗曼·博斯蒂克和凯蒂·格雷菲尔德为您带来公司动态。

All right, let's get to some of those stocks that were in the green today speaking of gainers. I want to start with shares of SpaceX. I want to draw your attention not to the 4.2% increase in the share price, but to the actual share price $138 and $0.74. That means it's trading it back above that IPO price of $135. It did get up to $139 earlier in the session today, uh but it's been trading below that IPO price since closing below that level almost a month ago.

好的,让我们来看看今天上涨的股票。我想从SpaceX的股价说起。我想让大家注意的不是4.2%的涨幅,而是实际股价138.74美元。这意味着它重新回到了135美元的IPO发行价之上。今天早些时候它曾一度涨到139美元,但自从大约一个月前收盘跌破发行价以来,它一直低于该价格交易。

That was back on July 16th. The 23% gain uh over the last two sessions before today have helped uh the company trade above its IPO price. We also saw last week the more than 900 million shares released for trading. That was the first in a series of lockups as they expired. But shares of SpaceX up above that IPO price closing today at almost $139 a share. Also, some M&A news in the eVTOL industry. Archer Aviation shares up 12% today this after we learned that Boeing will sell several units to Archer including Wisk, SkyGrid, and Insitu.

那是在7月16日。在今天之前,过去两个交易日23%的涨幅帮助该公司股价回升至IPO发行价之上。上周我们还看到超过9亿股股票被释放用于交易。这是锁定期到期后一系列解禁中的第一次。但SpaceX股价收于接近139美元,高于IPO发行价。此外,eVTOL行业还有并购消息。Archer Aviation股价今天上涨12%,此前我们得知波音将向Archer出售多个业务部门,包括Wisk、SkyGrid和Insitu。

They specialize in developing technologies for flying taxis and for drones. As part of the deal though, Boeing is going to take a close to 20% stake in Archer and enter into a tech sharing agreement to retain access to the Wisk core autonomous flight technology. I still haven't seen any of these flying through the skies bringing us this way and [laughter] that.

他们专注于开发飞行出租车和无人机的技术。作为交易的一部分,波音将持有Archer近20%的股份,并达成技术共享协议,以保留对Wisk核心自主飞行技术的访问权。我还没看到任何这些飞行器从我们头顶飞过,[笑声] 那。

know about you guys. I'm still I'm still

你们呢?我仍然,我仍然

We live close by now. Not in not in the airspace over my house either, Tim.

我们现在住得很近。也不在我家上空,蒂姆。

I'm still taking the bike and the subway to work as of now, but maybe maybe that'll change. Uh

我目前还是骑自行车和坐地铁上班,但也许,也许那会改变。呃

And from the [laughter] from the uh from the air to the sea, how's that? Uh I want to look at MarineMax. Uh shares surging 46% today. Uh the most intraday going back to November of 2008. It's going to be acquired by Safe Harbor Marinas. That's a Blackstone infrastructure portfolio company. $53 a share represents an enterprise value of about 1 and 1/2 billion dollars. Uh the deal was unanimously approved by MarineMax's board.

从[笑声]从空中到海上,怎么样?我想看看MarineMax。股价今天飙升46%,这是自2008年11月以来最大的盘中涨幅。它将被Safe Harbor Marinas收购,后者是黑石基础设施投资组合公司。每股53美元,企业价值约为15亿美元。该交易已获得MarineMax董事会一致批准。

The share price represents a 96% premium to that closing price uh going back to uh earlier this year. And the transaction is expected to close by the end of the year 2026 pending regulatory approval and shareholder approval. And because it's being bought by Blackstone, it'll be delisted from the New York Stock Exchange become a privately held company. Once again, MarineMax shares up today by 46%.

股价较今年早些时候的收盘价溢价96%。该交易预计将在2026年底前完成,尚待监管机构和股东批准。由于被黑石集团收购,它将从纽约证券交易所退市,成为一家私营公司。再次提醒,MarineMax股价今日上涨46%。

Well, I want to turn to some of the names that we're watching that were in the red today. I am looking at shares of Apple ending the day lower by about 1.6%. Now, this comes after Jefferies cut the stock to underperform. This is a stock, of course, that was trading about ex uh dividend today. But this is another sign that Wall Street is getting more cautious on Apple. The big question here that Jefferies is essentially posing is the fact as to whether or not consumers will actually be able to uh afford the prices of iPhones.

好的,我想转向一些我们今天关注的表现不佳的股票。我看到苹果公司的股价今日收盘下跌约1.6%。此前,杰富瑞将苹果股票评级下调至“跑输大盘”。当然,这只股票今天除息。但这是华尔街对苹果变得更加谨慎的又一个迹象。杰富瑞提出的关键问题实际上是消费者是否真的能够负担得起iPhone的价格。

And as you can think about it right now, I thought that iPhones were uh already a little bit expensive, a little too expensive for that matter. But uh Jefferies just isn't really convinced the fact that uh Apple will be able to convince customers to pay even more for those cell phones. So you are seeing shares to the downside. From there, we head over to Trade Desk. We're seeing shares of that company down about 3% at the closing bell.

现在想想,我觉得iPhone已经有点贵了,甚至太贵了。但杰富瑞并不确信苹果能够说服消费者为这些手机支付更高的价格。所以你会看到股价下跌。接下来,我们看看Trade Desk。该公司股价在收盘时下跌约3%。

Uh the company essentially got a wave of downgrades on Wall Street. That coming from HSBC, DA Davidson, BNP BNP BNP Paribas. All of this coming after its results. We do know that Trade Desk issued a weak forecast, and so essentially you're seeing Wall Street analysts responding to that. But this is a stock that's been doing pretty uh had a really tough year so far. I'm looking at shares of uh TradeDesk down about 65% so far for 2026.

该公司在华尔街遭遇了一波降级。这来自汇丰银行、DA Davidson、法国巴黎银行。这一切都是在其业绩公布之后发生的。我们知道Trade Desk发布了疲软的预测,所以基本上你会看到华尔街分析师对此做出反应。但这是一只今年表现相当艰难的股票。我看到Trade Desk的股价在2026年迄今下跌了约65%。

And last up, I'm looking at Intel shares down about 4% at the closing bell. Now, it is lower after it said that it looks to raise about $15 billion in new stock. We were just talking earlier to Ian King. He said that this is a big deal. This news is a really big deal. And also a potentially its first public share sale since 1971. And this move is coming as the company looks to capitalize on renewed interest tied to the AI data center boom.

最后,我看到英特尔股价在收盘时下跌约4%。此前,该公司表示计划通过发行新股筹集约150亿美元。我们刚刚与伊恩·金进行了交谈。他说这是一笔大交易。这个消息确实是个大新闻。而且这可能是自1971年以来其首次公开股票发行。此举正值该公司希望利用与人工智能数据中心繁荣相关的新兴趣之际。

This is something that of course we've heard from so many different companies. So, Intel certainly not alone there. But it has had a windfall that hasn't really taken off like the likes of its competitors Nvidia and AMD.

当然,这是我们从许多不同公司那里听到的消息。所以英特尔肯定不是唯一一家这样做的公司。但它并没有像竞争对手英伟达和AMD那样真正起飞。

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This stock movers report from Bloomberg Radio. Check back with us throughout the day [music] for the latest roundup of companies making news on Wall Street. And for the latest market moving headlines, listen to [music] Bloomberg Radio live. Catch us on YouTube, bloomberg.com, and on [music] Apple CarPlay and Android Auto with the Bloomberg Business app.

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