亚太股市异动：BHP因铜价上涨走高，CSL大涨18%
BHP Rises, Tokyo Electron Down, Alibaba Up | Stock Movers
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《股票动向报告》，为您汇总股市中活跃的公司，利用彭博数据的强大力量。
Now, let's take a look at some of the stocks on the move in Asia. [music] Today, I'm Lizzie Burden with Steven Carroll and we're joined by our Bloomberg markets reporter, Anthony [music] Stevens. Anthony, good morning to you. So I want to start in Australia because we've had earnings from the mining giant BHP.
现在，让我们看看亚洲市场上一些有变动的股票。[音乐] 今天，我是Lizzie Burden，与Steven Carroll一起，还有我们的彭博市场记者Anthony [音乐] Stevens加入。Anthony，早上好。我想先从澳大利亚开始，因为矿业巨头必和必拓发布了财报。
Yeah, BHP is a bit of a change here. They are benefiting from the copper rally as copper overtakes iron within its business. So this is a bit of a sea change for the world's largest miner. It's up 2.8% uh the market liking that kind of AI read through as opposed to the in story which is very uh linked to the Chinese property downturn. So a bit more sustainable footing. Uh and then in the medical space we have two big winners in Australia.
是的，必和必拓这里有些变化。他们正受益于铜价上涨，铜在其业务中已超过铁矿石。这对全球最大的矿商来说是一个重大转变。股价上涨了2.8%，市场喜欢这种与AI相关的解读，而不是与中国房地产低迷紧密相关的传统故事。因此，这更具可持续性。然后在医疗领域，澳大利亚有两个大赢家。
CSL is up 18% as they tout some new new drug developments and plan a reset quarter as they call it. Uh and then Cockia is up 7 and a half%. This longsuffering maker of hearing aids finally seems to be turning the corner just by getting more operational efficiency out of the company even though their broader DM market share is falling.
CSL上涨18%，因为他们宣传一些新药开发，并计划了他们所谓的重置季度。然后Cockia上涨了7.5%。这家长期受苦的助听器制造商似乎终于开始好转，仅仅通过提高公司的运营效率，尽管其更广泛的DM市场份额正在下降。
Yeah, I mean look, it's a really interesting one to watch and we'll be keeping an eye on their shares, their London list of shares a little bit later on today as well. Going to go to Japan next though. We've been talking about the rates pressure uh on the long end of the curve. That's happening of course throughout the world. But how is this feeding into tech stocks in Japan?
是的，我的意思是，这确实是一个值得关注的有趣案例，我们稍后也会关注他们在伦敦上市的股票。接下来我们去看日本。我们一直在谈论长期利率端的压力。这当然发生在世界各地。但这如何影响日本的科技股呢？
Yeah, Japan's an interesting one where not only is there pressure on the long end of the curve like the rest of the world as you say, there's also pressure on the short end of the curve. The Bank of Japan needs to increase interest rates fairly soonish to stem the slide in the yen. Uh and the market is betting that they will do so. We saw that in the 5-year auction of JGBs today as well. And that pressure is coming through on the tech space.
是的，日本的情况很有趣，不仅像世界其他地方一样面临长期利率端的压力，短期利率端也有压力。日本央行需要尽快加息以阻止日元贬值。市场也在押注他们会这样做。我们今天在五年期日本国债拍卖中也看到了这一点。这种压力正在传导到科技领域。
Uh we pricing in higher short-term yields in Japan. That makes tech in Japan harder to trade versus tech elsewhere in the region. uh and in the US for example and that's hurting the shares of the likes of Advantes uh Tokyo Electron Murata and some of these higher beta names like Kioshia which was which has completed quite a U-turn intraday dates down almost 9% from quite a strong open
我们正在定价日本更高的短期收益率。这使得日本科技股相对于该地区其他地方的科技股更难交易，比如美国。这正在损害Advantes、东京电子、Murata等公司的股价，以及一些高贝塔股票，如Kioshia，该股在盘中出现了大幅反转，从相当强劲的开盘下跌了近9%。
and Anthony what's the latest on the AI trade because we've got Alibaba and by do earnings coming up
安东尼，人工智能交易的最新情况如何？因为我们即将迎来阿里巴巴和百度的财报。
yeah so uh Alibaba is off to the races here it's pulling away from the other AI plays as it establishes kind of twin verticals between selling their tokens on open benchmark format and getting a lot of money through the door on the cloud computing side of things. So there's a lot more optimism on the Alibaba earnings than there was on Tencent and definitely a lot more optimism than ahead of BU earnings. BU has basically gone through a decade long slide in losing search market share not only to domestic players but now it faces the prospect of losing search market share to AI. uh and BU's AI initiatives have been kind of sputtering and we haven't heard much of them after they initiate initially had a lot of success with the chat bots that are closed model.
是的，阿里巴巴已经率先发力，正与其他人工智能概念股拉开差距，因为它建立了双轨垂直业务模式——一方面在开放基准格式上销售其令牌，另一方面通过云计算业务获得大量收入。因此，市场对阿里巴巴财报的乐观情绪远高于腾讯，也明显高于百度财报前的预期。百度基本上经历了长达十年的下滑，在搜索市场份额上不仅输给了国内竞争对手，现在还可能面临将搜索市场份额输给人工智能的风险。此外，百度的人工智能项目一直进展不顺，在最初凭借封闭模型聊天机器人取得一定成功后，就鲜有消息了。
So it's one of China's few closed model ecosystems that's really quite good but it's against the grain of how China is going in that space. So quite a bit of divergence there. Uh and in terms of big cap AI it's neither here nor there today. It's trading flat. Hinx and SoftBank quite weak at the moment. They're down about a percent, but they started the day super strong. They were up four to 5%, but are [music] selling off under the pressure of these higher yield.
所以，它是中国少数几个真正优秀的封闭模型生态系统之一，但这与中国在该领域的发展趋势背道而驰。因此，这里存在相当大的分歧。就大盘人工智能股而言，今天表现平平，交易持平。恒生指数和软银目前表现疲软，下跌约1%，但开盘时表现强劲，一度上涨4%至5%，但在收益率上升的压力下正在回落。
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