阿里出售游戏业务、梅西百货获伯克希尔增持、Snap 盘前下跌
Alibaba & Macy's Rise, Snap Shares Tumble | Stock Movers
Yeah. We want to start with Alibaba. Ticker symbol BA. BA stock's up about 1.5% here in the premarket. So it's selling its gaming arm unit. It's a deal worth 1.5 billion. And it's going to help Alibaba pivot to artificial intelligence. So who's buying this um gaming arm. It's an Asian private equity firm. Uh, trust our capital. We don't know uh, the uh the price they paid. But Bloomberg reports the transaction may value that gaming studio at more than 1.5 billion.
是的。我们想从阿里巴巴开始。股票代码是BA。BA股票在盘前交易中上涨了约1.5%。因此，它正在出售其游戏部门。这是一笔价值15亿美元的交易。这将帮助阿里巴巴转向人工智能。那么，谁在购买这个游戏部门呢？是一家亚洲私募股权公司。嗯，我们相信我们的资本。我们不知道他们支付的价格。但彭博社报道，这笔交易可能使该游戏工作室的估值超过15亿美元。
Uh, Alibaba is sort of undergoing this broader restructuring under their CEO, Eddie Wu. They're divesting their non-core assets. They're making AI, cloud computing really a top priority at the company. Um, and this month, actually Alibaba, you'll remember we talked about it. They released their biggest ever AI model. Uh, they claimed performance on par with anthropic. So that's huge for Alibaba as they continue to make inroads there.
嗯，阿里巴巴在其CEO吴泳铭的领导下正在进行这种更广泛的重组。他们正在剥离非核心资产。他们正在将人工智能、云计算真正作为公司的首要任务。而且，这个月，实际上阿里巴巴，你记得我们讨论过。他们发布了有史以来最大的人工智能模型。嗯，他们声称性能与Anthropic相当。所以这对阿里巴巴来说意义重大，因为他们继续在那里取得进展。
Yep. Very good. Well let's move over to Macy's ticker symbol M. Simply put it is up half a percent. So not a major mover. But I bring this up because Berkshire Hathaway has more than doubled its stake in Macy's to 7 million shares. Why is that so important? Because Berkshire Hathaway, up until a few months ago, had not made an investment in a public department store. Get this in 60 years. No kidding. Yeah. Wow. So they bought this stake in Macy's, and they seem to be doubling down on it.
是的，非常好。好吧，让我们转向梅西百货，股票代码是M。简单来说，它上涨了0.5%。所以不是一个大的变动者。但我提到这个是因为伯克希尔·哈撒韦已经将其在梅西百货的股份增加了一倍多，达到700万股。为什么这很重要？因为伯克希尔·哈撒韦，直到几个月前，还没有投资过一家上市百货公司。60年来都没有。不是开玩笑。是的。哇。所以他们购买了梅西百货的股份，而且似乎正在加倍下注。
Uh, Macy's. A lot of analysts are saying the company is in this recovery mode. They had a giant beat on adjusted earnings per share recently. But if you look at it just from a stock standpoint, their peak was 11 years ago. They've lost around half their value. But you know Berkshire Hathaway seeing some value there also by the way in their recent disclosure Berkshire added to their stakes in alphabet Delta New York Times and Lennar.
嗯，梅西百货。很多分析师说这家公司正处于复苏模式。他们最近在调整后每股收益上大幅超出预期。但如果仅从股票角度来看，他们的峰值是在11年前。他们已经损失了大约一半的价值。但你知道，伯克希尔·哈撒韦在那里看到了价值，顺便说一下，在他们最近的披露中，伯克希尔增加了对Alphabet、达美航空、纽约时报和莱纳的持股。
The New York Times is interesting. But you know, Macy's is up over 80% over the trailing 12 months. So it's been quite the past year for them. And in to snap an that's a social media company. So I thought snap on tools. Yeah. No no no no no that's another snap. So they're set to uh to break their win streak over the past few sessions. Uh stock is down about 5% premarket. It's been an incredible month for snap though.
纽约时报很有趣。但你知道，梅西百货在过去12个月里上涨了超过80%。所以对他们来说，过去一年相当不错。还有Snap，那是一家社交媒体公司。所以我想到了Snap-on工具。是的。不不不不不，那是另一个Snap。所以他们准备打破过去几个交易日的连胜纪录。嗯，股票在盘前下跌了约5%。不过，对Snap来说，这是一个不可思议的月份。
Uh up about 11%. Best monthly advance since April. But it's been a tough year. The stock is down about 33%. And really it's being weighed down by a few things. There were some there was some high profile insider, uh, selling. They did come out with better than expected second quarter results. But I think overshadowing that is this landmark court ruling we got recently saying that these social media platforms like Snap are liable for what they put out there.
嗯，上涨了大约11%。这是自4月以来最大的月度涨幅。但今年整体表现不佳，股价下跌了约33%。实际上，它受到几方面因素的拖累。有一些高调的内部人士抛售。他们确实公布了超出预期的第二季度业绩。但我认为，更引人注目的是我们最近看到的具有里程碑意义的法院裁决，称像Snap这样的社交媒体平台对其发布的内容负有责任。
They're saying that they have become addictive and deceiving to young folks. Alexis. Because I was thinking someone.
他们声称这些平台对年轻人具有成瘾性和欺骗性。亚历克西斯，因为我在想某人。
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