AI贸易提振日台芯片股，三星杠杆ETF大涨
Kioxia Climbs, Leveraged Samsung Surges, Alibaba Rises | 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.
股市动向报告。为您汇总利用彭博数据在股市中有所动作的公司动态。
Let's take a look at some stocks on the move today in Asia. I'm Stephen Carroll with Lizzie Burton and we're joined by our markets reporter Anthony Stevens for more. Anthony, let's start then. The latest headlines in the AI trade helping to boost stocks in Japan and
让我们看看今天亚洲市场上一些有变动的股票。我是斯蒂芬·卡罗尔，与莉齐·伯顿一起，我们邀请到了市场记者安东尼·史蒂文斯来了解更多情况。安东尼，让我们开始吧。AI交易的最新头条新闻正在提振日本和
Taiwan.
台湾的股市。
On Anthropic's growth rate and it's it's pretty massive. It's double what it was last quarter and a significant multiplier over what it was last year. And that's kind of bolstered anticipation of an IPO, right? And this company needs to list to kind of assuage some of these doubts around the circular financing side of the AI trade. And that's lifting stocks in Japan and Taiwan. Korea is closed today. So in Japan, you have Kyokusha up almost 15% followed by some of the other AI plays like Ibiden or Fujikura.
关于Anthropic的增长率，这相当惊人。这是上季度的两倍，并且是去年同期的显著倍数。这在一定程度上增强了IPO的预期，对吧？这家公司需要上市以缓解围绕AI交易中循环融资的一些疑虑。这正在提振日本和台湾的股市。韩国今天休市。所以在日本，Kyokusha上涨近15%，紧随其后的是其他AI相关股票，如Ibiden或Fujikura。
And these are pretty big moves because these marker recovery from the kind of July unwind, especially in Kyokusha which suffered a pretty big fall. And that's probably going to bolster risk appetite in the AI trade. Also, alongside over the weekend, we had developments from the Chinese side of things. They continue to throw out new LLMs that are increasingly impressive in size. And as a result, they will demand more compute and especially more memory.
这些是相当大的变动，因为这些市场从7月份的平仓中恢复，尤其是Kyokusha，它遭受了相当大的下跌。这可能会增强AI交易中的风险偏好。此外，周末期间，中国方面也有进展。他们继续推出规模日益令人印象深刻的新大型语言模型。因此，他们将需要更多的计算能力，尤其是更多的内存。
And that's why Unimicron in Taiwan is also going up quite strongly.
这就是为什么台湾的Unimicron也在强劲上涨。
And Anthony, South Korean markets are closed today so we've not got the Kospi trading, but that hasn't stopped traders from piling into leveraged ETFs listed in Hong Kong.
安东尼，韩国市场今天休市，所以我们没有Kospi交易，但这并没有阻止交易者涌入在香港上市的杠杆ETF。
Yeah, and it does show you, right? Where where the demand is. It's very irresponsible, normally speaking, to buy a leveraged ETF, let alone buy a leveraged ETF on a market that is closed. But you're having some pretty big moves. 7747, which is the leveraged Samsung, Uh, up 6% and 7709, which is the leverage high next is up 12%. Uh, so that implies quite a strong pop in Korea when it comes back tomorrow. Uh, what's interesting about that is there is a lot of geopolitical noise around Korea.
是的，这确实向你展示了需求在哪里。通常情况下，购买杠杆ETF是非常不负责任的，更不用说在一个休市的市场购买杠杆ETF了。但你看到了一些相当大的变动。7747，即杠杆三星，上涨6%，7709，即杠杆高贝塔，上涨12%。因此，这暗示着韩国明天重新开市时会有相当强劲的反弹。有趣的是，围绕韩国有很多地缘政治噪音。
We have Trump uh, threatening to cut off drills off with with South Korea in kind of anger about their Iran participation. You also have the South Koreans reach out attempt to reach out to North Korea to resolve its own political problems and we continue to see this memory demand boom uh, happening across the region. We have Nanya Tech in in Taiwan reporting a very very strong growth as well. So it's the memory trade versus the positioning unwind that we saw in July.
我们看到特朗普威胁要切断与韩国的军事演习，这在一定程度上是对韩国参与伊朗事务的愤怒反应。同时，韩国也试图与朝鲜接触，以解决其自身的政治问题，而我们继续看到整个地区内存需求激增。台湾的南亚科技也报告了非常强劲的增长。因此，这是内存交易与我们在7月看到的仓位调整之间的较量。
Just to quickly mention the 13F filings came out in the US the top holdings of all these hedge funds into July before the crash and that was memory everywhere. It was the biggest consensus trade outside the big SpaceX IPO allocations across the street.
简单提一下，美国公布的13F文件显示，在7月崩盘前，所有对冲基金的前十大持仓都是内存股。这是华尔街除大型SpaceX IPO配售外最大的共识交易。
Yeah, a really fascinating one to be watching. You're also keeping an eye on Alibaba though ahead of a big week of earnings in China.
是的，这确实是一个值得关注的迷人现象。同时，在中国即将迎来财报繁忙的一周之前，你也在关注阿里巴巴。
Yeah, this is a big week for China's internet companies and it's especially fraught because of how Tencent reacted after its earnings last week. So we have Alibaba and Baidu and Xiaomi. These are three big players in the new LLM space and in the original China internet consumer internet space, right? So these names are going to be balancing out the kind of disruption into consumption by AI with the money that they're making from cloud AI and the sales that they're making.
是的，这是中国互联网公司的重要一周，而且由于腾讯在发布财报后的反应，这一周尤其充满变数。我们有阿里巴巴、百度和小米。这三家是新型LLM领域以及中国互联网消费领域的巨头，对吧？因此，这些公司需要在AI对消费的冲击与它们从云AI和销售中获得的收入之间取得平衡。
So it's going to be a fascinating little snapshot of whether AI is revenue generating in China. We're off to a decent start here with Alibaba up 2 and 1/2% Bloomberg amongst others is reporting that they dominate the open weight AI model space. That's coming as news to some people because it's such a big lead over the US players in the same space like meta for example, but But gains are still really focused in the hardware space.
因此，这将是一个迷人的缩影，展示AI在中国是否真正产生收入。我们开局不错，阿里巴巴上涨了2.5%，彭博社等媒体报道称它们在开放权重AI模型领域占据主导地位。这对一些人来说是新闻，因为与美国的同行如Meta相比，它们的领先优势非常大，但涨幅仍然集中在硬件领域。
We have Huang Grace up 7 and 1/2 and and SMIC which is sanctioned named up strongly as well.
我们看到中芯国际上涨了7.5%，而受到制裁的SMIC也强劲上涨。
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