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欧股异动:Swissquote跌12%、Adyen涨11%、马士基涨8.3%

Swissquote Drops, Adyen Climbs, Maersk Jumps | Stock Movers

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[music] Bloomberg Audio Studios podcasts, radio, news.

[音乐] 彭博音频工作室播客、广播、新闻。

The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.

股票异动报告,为您汇总股市中异动的公司,利用彭博数据的力量。

Now, let's take a look at some of the stocks on the move today in Europe. I'm Lizzie Burden alongside Steven [music] Carroll in London, and we're joined by our Bloomberg reporter, Tiwa Adabio. Tiwa, I'm going to start off with Swiss [music] quote this morning. It's slumping. Why? Yeah, we're seeing uh the online broker Swiss co down [music] as much as 12%. That's the most since May 2022 and it's after it lowered its fullear outlook uh due to weak crypto income.

现在,让我们看看今天欧洲一些异动的股票。我是Lizzie Burden,与Steven [音乐] Carroll在伦敦,还有我们的彭博记者Tiwa Adabio。Tiwa,我先从瑞士报价开始。它正在暴跌。为什么?是的,我们看到在线经纪商Swiss co [音乐]下跌多达12%。这是自2022年5月以来的最大跌幅,此前由于加密货币收入疲软,它下调了全年展望。

But actually, apart from that, it does look like quite a strong set of results from Swiss and we're seeing analysts agree with that. One analyst at Jeffre uh saying the total net revenue was flat and it was a 4% miss versus consensus. it was entirely due to the lower crypto revenue and also saying that their client growth was actually encouraging. Uh similarly another analyst at ZKB uh saying that it was very encouraging that Swiss quote actually managed to match the very strong start it had to the previous year but again saying the volatility of crypto has had a major negative impact.

但实际上,除此之外,瑞士的业绩看起来相当强劲,分析师也同意这一点。杰富瑞的一位分析师表示,总净收入持平,比共识预期低4%。这完全是由于加密货币收入下降,他还表示客户增长实际上令人鼓舞。同样,苏黎世州立银行的另一位分析师表示,瑞士报价实际上成功匹配了去年非常强劲的开局,这令人鼓舞,但再次指出加密货币的波动性产生了重大负面影响。

So shares down quite a lot at Swiss quote this morning due to that crypto uh income.

因此,由于加密货币收入,瑞士报价今早股价下跌很多。

Okay, but a move in the opposite direction at the Dutch payments firm Ayen. What's going on there? Yeah, pretty much exactly the opposite story actually. Shares rising as much as 11%, the most since April 2025. And it's after they raised their fullear guidance. They posted better than expected net revenue growth for the second quarter. And they also announced expanded partnerships and new customer wins including OpenAI.

好的,但荷兰支付公司Adyen的走势相反。那里发生了什么?是的,实际上几乎是完全相反的故事。股价上涨多达11%,这是自2025年4月以来的最大涨幅。此前他们上调了全年指引。他们公布的第二季度净收入增长好于预期。他们还宣布了扩大合作伙伴关系和新客户,包括OpenAI。

Um it's thought that these positives should be easing investor concerns about competition. hearing from analyst JP Morgan uh who say that the firm indicated it signed OpenAI which is actually very key because OpenAI collaborated with Aden's competitor Stripe in the past. So perhaps showing some growth in in that sector as well. Morgan Stanley also talking about that second quarter uh net revenue growth of 22%. So shares up at AENE and we also have quite a reward for Merc off the back of its results this morning.

嗯,人们认为这些积极因素应该能缓解投资者对竞争的担忧。听到摩根大通的分析师说,该公司表示已与OpenAI签约,这实际上非常关键,因为OpenAI过去曾与Adyen的竞争对手Stripe合作。所以也许也显示出该领域的增长。摩根士丹利也谈到了第二季度净收入增长22%。因此,Adyen股价上涨,而且由于今早的业绩,Merc也获得了相当不错的回报。

Yeah, they're raising a fullear outlook for the second time in 7 weeks actually. Uh shares up as much as 8.3% hitting their highest level since March, significantly beating estimates in the second quarter. And analysts saying this is mainly due to higher uh freight rates rather than volumes. Uh I one analyst at Bernstein saying the beat and raised earnings guidance are largely the result of a higher realized freight rates uh which the company has suggested remain strong in the second half of the year as well.

是的,他们在7周内第二次提高了全年展望。股价上涨高达8.3%,触及3月以来的最高水平,第二季度业绩大幅超出预期。分析师表示,这主要是由于运费上涨而非运量增加。伯恩斯坦的一位分析师表示,业绩超预期和上调盈利指引主要是由于实现的运费上涨,公司表示下半年运费仍将保持强劲。

So perhaps some more encouraging [music] uh factors to consider for Musk.

所以,也许还有一些更令人鼓舞的因素值得马斯克考虑。

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

这是来自彭博广播的股票异动报道。请全天关注我们,获取华尔街公司新闻的最新汇总。要获取最新的市场动态头条,请收听彭博广播直播。您还可以在YouTube、Bloomberg.com以及通过彭博商业应用在Apple CarPlay和Android Auto上观看我们的节目。

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