SanDisk、Reddit、特斯拉领涨美股
Sandisk Gains; Reddit Climbs; Tesla Rises | Stock Movers
[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 podcast, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.
股票异动播客，为您盘点股市中异动的公司，利用彭博数据的力量。
I'm Carol Masser along with Jim Stenick. Let's get to some stocks on the move. With us is Bloomberg News is Emily Grapho here with Stock Movers. Um, I love what you're starting with. This name is just on fire. Yeah.
我是卡罗尔·马瑟，还有吉姆·斯泰尼克。让我们看看一些异动的股票。彭博新闻的艾米丽·格拉福加入我们，带来股票异动。嗯，我喜欢你开始讲的那只股票。这个名字简直火得不行。是的。
Well, not so much today. Is it? No, it is on fire.
嗯，今天倒没那么火。是吗？不，它确实很火。
SanDisk is on fire, too. I actually think the last time I was in [laughter] here, it was plunging quite a bit.
闪迪也很火。实际上，我觉得上次我在这里的时候，它跌得很厉害。
I was just going to say, you guys,
我刚想说，你们，
it's so funny. I know. I know.
太有趣了。我知道。我知道。
It's up almost 600% this year.
它今年上涨了近600%。
It's even on one of my gainers. It's just It goes up and down.
它甚至在我的涨幅榜上。它就是这样涨涨跌跌。
It's been on an incredible tear, but it also does go up and down. Right now, it's been up for the last two days. Um, actually, wait a second. I'm looking at the wrong thing. No, it's up about 7% right now. up for a fifth straight day, rallying over 35% this week, the largest gain since January. Like what new here in the memory trade? JP Morgan initiated coverage. It's a little
它经历了一段惊人的涨势，但确实也有起伏。现在，它已经连续上涨两天了。嗯，等等，我看错地方了。不，现在它上涨约7%，连续第五天上涨，本周涨幅超过35%，是自1月以来最大涨幅。内存行业有什么新消息？摩根大通开始覆盖。这有点
initiate. I know, right? Like they initiated um with an overweight rating uh this following the firm's investor day, which happened yesterday. Um they announced their long-term financial targets through 2030. They see revenue growth in the mid to high teens. Here's what JP Morgan analysts had to say. SanDisk is in many respects uniquely positioned to capture the ongoing structural inflection in uh demand driven by rapid growth in the AI uh trade here.
开始覆盖。我知道，对吧？他们开始给予增持评级，这是在公司昨天举行投资者日之后。他们公布了到2030年的长期财务目标。他们预计营收增长在中等至较高两位数。以下是摩根大通分析师的看法：闪迪在许多方面具有独特优势，能够抓住由AI行业快速增长驱动的需求持续结构性转变。
So yeah, um they're looking at another 47% increase from the last close in this stock.
所以，是的，他们预计该股从上次收盘价还有47%的上涨空间。
Wait, you cover markets. Is that a little weird that they initiated?
等等，你报道市场。他们开始覆盖是不是有点奇怪？
Well, okay. It's only been a standalone public company
嗯，好吧。它作为独立上市公司才
since February of last year or since the winter of last year 2025. So
从去年二月或去年冬天2025年开始。所以
I guess that's
我想那是
So maybe you were giving it some time to,
所以也许你给它一些时间，
you know, see where it goes.
你知道，看看它会怎么走。
Yeah, I mean if we do if we have time to pull it up on ANR on the Bloomberg terminal. Let's see. I mean 27 buys, four holds, zero sells. So usually the stocks that are like very big, very heavily traded have actually a couple more uh like ratings than that. So, I guess some people are just coming on now. Feel a little
是的，我的意思是，如果我们有时间在彭博终端上把它调出来。让我们看看。27个买入，4个持有，0个卖出。所以通常那些非常大、交易非常活跃的股票，评级会比这多几个。所以，我想有些人现在才开始关注。感觉有点
Here's something notable, though. Ben Writes over at Melius Research has a $3,600 target price on the stock. It's at 1,600 right now,
不过，有件事值得注意。梅利乌斯研究公司的本·怀特对该股给出了3600美元的目标价。现在股价是1600美元，
right?
对吧？
Wow.
哇。
Yeah. So, obviously thinking not. So,
是的。所以，显然认为不是这样。所以，
that's the that's the street high.
那是华尔街最高目标价。
Yeah,
是的，
I know. I know.
我知道。我知道。
Stock is the number one gator in the S&P 500 by a wide margin. It's up
股票是标普500指数中涨幅最大的股票，遥遥领先。它上涨了
for the year.
今年。
Almost. Yeah. For the year.
差不多。是的。今年。
Yeah. It's up almost 590%. All right. Um, we're gonna move on because we could keep going here.
是的。它上涨了将近590%。好的，嗯，我们要继续了，因为我们可以一直在这里说下去。
We could go on this all day.
我们可以一整天都讨论这个。
Let's talk about Reddit.
让我们谈谈Reddit。
Okay. So, Reddit is higher today. It's up about 12% uh right now, adding almost $4 billion in market cap. Uh, yesterday after the close, it was announced it's being added to the S&P 500. So, this is a classic uh index ARB trade. It won't actually get added to the index for a few weeks. Right. And when that happens, trillions of dollars of passive funds have to all buy it. So before that happens, the fast money comes in, the hedge funds, the index arbors, they buy it first, uh, in the hopes that they can sell it for a quick profit when like a Vanguard mutual fund has a little help, right?
好的。所以，Reddit今天上涨了。现在上涨了大约12%，市值增加了近40亿美元。嗯，昨天收盘后，宣布它将被纳入标普500指数。所以，这是一个经典的指数套利交易。实际上它要过几周才会被纳入指数。对。当那发生时，数万亿美元的被动基金都必须买入它。所以在那之前，快钱会进来，对冲基金、指数套利者，他们先买入，希望当像先锋共同基金这样的基金需要一点帮助时，他们可以快速获利卖出，对吧？
Shares of Reddit.
Reddit的股票。
Reddit. Yeah.
Reddit。是的。
Just saying.
只是说说。
No. Down 20% this year.
不。今年下跌了20%。
Okay.
好的。
Roughly.
大约。
Okay.
好的。
Um,
嗯，
the S&P 500 committee was
标普500委员会
ready to embrace them. So, I mean, it's a big deal for I don't have time to get into 14% of the float is short. I would love to know the sentiment is negative. I would just love to know um what went into like why Reddit like you know talk to an S&P 500 like that's what I want to know.
准备接纳他们。所以，我的意思是，这是一件大事，我没有时间深入探讨流通股的14%被做空。我很想知道情绪是负面的。我很想知道是什么导致了，比如为什么Reddit，你知道，跟标普500谈谈，那是我想知道的。
Yeah.
是的。
They're hard to get in touch with.
他们很难联系上。
Oh, you know, hey, call us.
哦，你知道，嘿，给我们打电话。
Listen, sometimes it's based on the sector, the size, like
听着，有时候是基于行业、规模，比如
I just want to know.
我只是想知道。
It's it's at $177 right now.
现在价格是177美元。
When it started trading uh
刚开始交易的时候，嗯
less than what about Yeah. Two years ago at this point.
比现在低，对吧。差不多两年前这个时候。
Yeah. Two years ago. A little over two years ago. $34. So,
对，两年前。两年多前，34美元。所以，
okay. Hey, let's go to Tesla.
好的，我们来看看特斯拉。
All right. So, finally, Tesla. Not a big uh, you know, move by a percent change, but it is higher. This headline caught my eye. The EV makers planning to unveil a new Roadster with flying capabilities as soon as this month according to a report. So,
好的，最后是特斯拉。虽然按百分比变化来看，涨幅不大，但股价确实上涨了。这个标题引起了我的注意。据报道，这家电动汽车制造商计划最早在本月推出一款具有飞行能力的新款Roadster。所以，
you said flying and all I can think of was Dumbo.
你说到飞行，我想到的就是小飞象。
I'm sorry.
抱歉。
You know the elephant. I
你知道，就是那只大象。我
I'm just thinking of a big car like with wings. Yes, I do know.
我只是想到一辆带翅膀的大车。是的，我知道。
There is a Tesla orbiting. Elon Musk launched a Tesla Roadster in a SpaceX rocket. True. This is true.
有一辆特斯拉在轨道上运行。埃隆·马斯克用SpaceX火箭发射了一辆特斯拉Roadster。没错，这是真的。
Okay. I know.
好的，我知道。
So, there is one orbiting right now.
所以，现在确实有一辆在轨道上运行。
All right. Yeah.
好的，是的。
Yeah. So, there's gonna be this event coming up. We'll I guess see a flying car. Maybe
是的，所以接下来会有这个活动。我想我们会看到一辆飞行汽车。也许
the stock is higher.
股价上涨了。
It is a Friday.
今天是星期五。
Hey,
嘿，
we're talking about flying cars,
我们在谈论飞行汽车，
you know. And if it's Elon, don't ever rule them out.
你知道的。如果是埃隆，永远不要排除他们的可能性。
Exactly. All right. Emily Gail, thank you. Jetsons. Elroy. What was the robot's name?
没错。好的，艾米丽·盖尔，谢谢。杰森一家。埃尔罗伊。那个机器人叫什么名字？
Rosie.
罗西。
The Stock Movers podcast [music] from Bloomberg Radio. Check back with us throughout the day for the latest roundup [music] of companies 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 CarPlay and Android Auto with the Bloomberg [music] Business App.
《股票动态》播客，来自彭博广播。全天随时回来查看我们，获取最新动态，了解华尔街正在发布新闻的公司，以及最新的市场动态头条。收听彭博广播直播。也可以在YouTube、Bloomberg.com，以及通过彭博商业应用在Apple CarPlay和Android Auto上关注我们。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力