美股收盘：存储芯片股领涨，Workday飙升，Hertz重挫
Closing Bell: Memory Chips Rise, Workday Soars, Hertz Tumbles | Stock Movers
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This is the closing bell on this stock movers report. The [music] companies making moves at the close of US trading with Carol Masser, Tim Stenovec, [music] Romaine Bostick, and Katie Gryfeld.
这是股票异动收盘报道。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。
Hey, I'm going to go to some of the gainers in today's [music] session. Here's one group, SanDisk, Western Digital, Micron, Seagate Technology. These were top in the S&P 500 and Nasdaq 100. SanDisk alone was up 13.7%. You've got Western Digital up more than 7%. You've got Micron up more than 4% and Seagate Technology up almost 5%. You did have SanDisk come out, the computer hardware and storage company jumping to a session high.
嘿，我要谈谈今天交易中的一些涨幅股。这里有一组：闪迪、西部数据、美光、希捷科技。这些是标普500和纳斯达克100中的领涨股。仅闪迪就上涨了13.7%。西部数据上涨超过7%。美光上涨超过4%，希捷科技上涨近5%。闪迪这家计算机硬件和存储公司，股价跃升至盘中高点。
It might even be a close high, but I have to check on that after it announced its financial model for the years 2028 through 2030 at its 2026 investor day. SanDisk targeting the following as part of its outlook revenue growth in the mid to high teens during that period. Sees non-GAAP gross margins at about 80%. Targets non-GAAP operating margin of about 75%. It goes on and on, but nonetheless the whole sector we saw higher.
这甚至可能是收盘高点，但我得在它发布2026年投资者日上2028至2030年财务模型后再确认。闪迪的目标是，作为其展望的一部分，该期间收入增长率为中高十几。预计非GAAP毛利率约为80%。目标非GAAP营业利润率约为75%。如此等等，但无论如何，我们看到整个板块走高。
I got to mention Workday as well. Shares jumping intraday high of about 30% after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider. So again, we saw this one moving dramatically. And then I'm just going to throw in Birkenstock, just something different, rallying after the footwear maker boosted its adjusted EBITDA forecast for the full year. And so we did see that one also up just shy of 12% in today's session.
我还得提一下Workday。股价盘中大涨约30%，此前路透社报道称，私募股权公司银湖正在洽谈收购这家软件提供商。所以，我们看到这只股票大幅波动。然后我还要提一下勃肯，这是不同的情况，这家鞋类制造商上调了全年调整后EBITDA预测后股价上涨。因此，我们看到该股今天上涨了近12%。
Okay, let's go to some of the decliners on the day today. Cisco Systems shares down 8.4%. The biggest decline going back to earlier this year. Ticker CSCO. This after the company projected 7 and 1/2 billion dollars in AI data center sales this fiscal year. That disappointed investors. We talked to Woo Jin Ho from Bloomberg Intelligence a little earlier. He said for him it He didn't think it was the AI data data center sales outlook.
好的，让我们看看今天的下跌股。思科系统股价下跌8.4%。这是今年早些时候以来的最大跌幅。股票代码CSCO。此前，该公司预计本财年AI数据中心销售额为75亿美元。这令投资者失望。我们稍早采访了彭博情报的Woo Jin Ho。他说，对他来说，他认为问题不在于AI数据中心销售前景。
He said it was more weakness in the company's product in the in the product gross margin. Uh, but nonetheless, Cisco shares did fall today by 8.4%. I also want to talk a little about Hertz. Uh, Hertz shares just getting crushed today down more than 16%. This after Pershing Square's uh, chief investment officer the firm has sold its stake in Hertz. Pershing lost confidence in Hertz's management after the firm announced a funding plan that quote, "We did not think was necessary."
他说，更多是公司产品毛利率的疲软。但无论如何，思科股价今天确实下跌了8.4%。我还想谈谈赫兹。赫兹股价今天遭到重挫，下跌超过16%。此前，潘兴广场的首席投资官表示，该公司已出售其在赫兹的股份。潘兴在赫兹宣布一项融资计划后对其管理层失去信心，该计划“我们认为没有必要”。
This is Ryan Israel over at Pershing Square saying that. The stock drop snaps a run up uh, for the last six six sessions after Wednesday's close. Uh, Hertz's stocks has seen some wild swings over the course of of 2026. So, some movement there down 16%. And finally, let's talk ticketing and StubHub. Uh, StubHub shares falling after the company said earnings per share for the second quarter missed the average analyst estimate.
这是Pershing Square的Ryan Israel说的。股价下跌结束了此前连续六个交易日的上涨，此前周三收盘后。赫兹的股票在2026年期间经历了一些剧烈波动。所以，有一些波动，下跌了16%。最后，我们来谈谈票务和StubHub。StubHub股价下跌，因为公司表示第二季度每股收益低于分析师平均预期。
The challenge here remain was with the World Cup. The for the company's forecast for the full year underwhelmed, but I guess they had a lot of ticketing challenges for the World Cup and people weren't able to get access to tickets that they somehow bought months in advance. And StubHub says there was an issue with FIFA and now there are a lot of customers complaining about this.
这里的挑战仍然是世界杯。公司对全年的预测未达预期，但我想他们在世界杯票务方面遇到了很多问题，人们无法获得他们提前几个月购买的票。StubHub表示与国际足联存在问题，现在很多客户在抱怨这件事。
Yeah, I remember seeing all that online. I mean, who's to blame? Who knows? But obviously StubHub uh, taking uh, the blame at least uh, based on the reaction in the shares today. A quick look at yields, they are down uh, across the board here down about four basis points on the long end, five basis points uh, on the short end. Uh, that benign PPI report following a benign CPI report uh, giving investors a little bit of hope here uh, for a bit more of a bond rally.
是的，我记得在网上看到过这些。谁该负责？谁知道呢？但显然StubHub承担了责任，至少从今天的股价反应来看是这样。快速看一下收益率，它们全线下跌，长期端下降约4个基点，短期端下降5个基点。温和的PPI报告紧随温和的CPI报告，给投资者带来了一点希望，期待债券市场进一步上涨。
But keep in mind, we also had that 30-year auction today where the Treasury had to pay up its highest yield uh, on a 30-year auction since uh, 2001.
但请记住，今天还有30年期国债拍卖，财政部不得不支付自2001年以来30年期拍卖的最高收益率。
This stock movers [music] report from Bloomberg Radio. Check back with us throughout the day for the latest round up of companies making news on Wall Street. And [music] 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 [music] app.
这是来自彭博广播的股票异动报道。全天随时回来查看华尔街公司新闻的最新汇总。如需最新市场动态头条，请收听彭博广播直播。也可以在YouTube、bloomberg.com以及Apple CarPlay和Android Auto上的彭博商业应用程序上找到我们。
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