美股异动：JetBlue跌逾7%，Nike年内跌40%
SpaceX Soars, JetBlue Plunges, Nike Declines | Stock Movers
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彭博音频工作室播客电台新闻
The stock movers report your round up of companies making moves in the stock market harnessing the power of Bloomberg data.
股票动态报告，为您汇总利用彭博数据在股市中有所动作的公司动态。
I'm Carol Massar along with Joe Doe. Let's get to some stocks on the move on this Monday and Joe let's start with a couple of gainers.
我是卡罗尔·马萨尔，和乔·多伊一起。让我们来看看这个周一的股票动态，乔，我们先从几只上涨股开始吧。
Sure. [music]
好的。[音乐]
JetBlue
捷蓝航空
Well Jet JetBlue um
嗯，捷蓝航空，嗯
Oh no, decliners.
哦不，是下跌股。
decliner
下跌股
I'm going to do the gainers. You're going to [laughter] do the decliners. Sorry.
我来负责上涨股。你来[笑声]负责下跌股。抱歉。
Uh
呃
It's a Monday.
今天是周一。
So JetBlue fell more than 6 and 1/2% I didn't check the the last number but Seaport Global Securities cut the recommendation on the airline to neutral from buy. I mean basically what they pointed out was you know we we they had gone out in April and said we're going to be bullish this the airline because we think ultimately the straight of Hormuz will reopen in a short amount of time. That has not happened. So they came out and said we're downgrading because it's gone on longer than expected and said you know to be sure jet fuel volatility is a challenge for all but it's a disproportionate risk to JBLU given elevated debt levels and you know it's just tough.
所以捷蓝航空下跌超过6.5%，我没查最后的具体数字，但海港全球证券将该航空公司的评级从买入下调至中性。我的意思是，基本上他们指出的是，你知道，他们在四月份曾表示，我们看好这家航空公司，因为我们最终认为霍尔木兹海峡将在短时间内重新开放。但这种情况并没有发生。所以他们出来说，我们下调评级，因为持续时间比预期的要长，并且说，当然，航空燃油的波动对所有公司都是一个挑战，但考虑到较高的债务水平，这对捷蓝航空来说是一个不成比例的风险，你知道，这确实很艰难。
It's it's been a tough story for JetBlue.
对捷蓝航空来说，这确实是一个艰难的故事。
For a while right?
已经有一段时间了，对吧？
For a while and
有一段时间了，而且
It's a $5 stock.
这是一只5美元的股票。
It's why I mean you you said earlier this used to be a darling. I mean it used to be like cool to fly on JetBlue.
这就是为什么，我的意思是，你之前说过，这曾经是一只备受青睐的股票。我的意思是，过去乘坐捷蓝航空曾经很酷。
many years ago and just you're right it was cool. It was cool actually. They did it differently. Um they'd have those bags of chips anybody could have it. The planes were brand new. Then they did the mint which was kind of a cool way of of flying business.
很多年前，你说得对，它确实很酷。确实很酷。他们做事方式不同。嗯，他们会提供那些薯片袋，任何人都可以享用。飞机都是全新的。然后他们推出了Mint，那是一种很酷的商务舱飞行方式。
I mean Delta created an entire new brand to compete directly with JetBlue back in like the late 2000s when they give you like a cookie on the flight and everything.
我的意思是，达美航空在2000年代末创建了一个全新的品牌，直接与捷蓝航空竞争，当时他们在航班上还会给你一块饼干之类的。
Exactly. But what I keep thinking about 30% of the float is short so you can see the negative sentiment on this one. We'll see what happens. Airlines it's a tough industry. We've seen the cycles, the names that come in, the names that leave. But nonetheless, um as you mentioned, uh this one definitely a downer in today's trade. And I think it was down actually finishing more than 7%. All right, let's go to Nike, also decliner.
没错。但我一直在想的是，30%的流通股被做空，所以你可以看到对这只股票的负面情绪。我们拭目以待。航空业是一个艰难的行业。我们看到了周期，看到了一些公司进入，一些公司退出。但尽管如此，正如你提到的，这只股票在今天交易中确实是一个下跌者。我认为它实际上收盘时下跌超过7%。好了，我们来看看耐克，也是一只下跌股。
So Nike, we uh we had a story on on the Bloomberg terminal um noting that uh new UBS evidence lab data shows Nike brand footwear prices in the secondary sneaker market decreased 2.9% year over year in July. Month over month pricing deteriorated by about 120 bips from the 1.7% decrease in June. And Jordan brand prices also dropped 2.8% year over year in July. Long story short, we have a new CEO who is trying to turn things around with the brand.
所以耐克，我们呃我们在彭博终端上有一个故事，嗯，指出新的瑞银证据实验室数据显示，耐克品牌鞋类在二手运动鞋市场的价格在7月份同比下降了2.9%。月度价格环比恶化约120个基点，从6月份的1.7%降幅。而乔丹品牌的价格在7月份也同比下降了2.8%。长话短说，我们有一位新CEO，正试图扭转品牌局面。
Uh change some of the things happening inside inside the actual uh retail stores. And uh you know, the this the story here that we're we're citing is just yeah, it's not turning around yet.
呃，改变一些实际零售店内发生的事情。呃，你知道，我们引用的这个故事只是，是的，还没有扭转。
They've been having a tough slog, I feel, for a while. We've talked about the China component and and pressure. Stock's down about 40% year-to-date. That ticker, by the way, NKE. All right, let me get to a couple of uh gainers that were on my radar. And definitely we saw AI-linked stocks uh rising today after Anthropic told prospective investors that its uh preliminary second quarter revenue was 11 and 1/2 billion, at least a 14-fold increase versus the same period a year ago.
我觉得他们一直很艰难，有一段时间了。我们谈过中国因素和压力。股价今年迄今下跌约40%。顺便说一下，那个股票代码是NKE。好的，让我提几个我关注的上涨股。我们确实看到与AI相关的股票今天上涨，因为Anthropic告诉潜在投资者，其初步第二季度收入为115亿美元，至少是去年同期的14倍。
And uh I think we got a we had some other headlines when it came to Anthropic, too, in terms of its uh let me just find it here. It's run rate. Uh Anthropic on track to generate annualized revenue of more than 65 billion based on its current performance, according to people familiar with the matter. Bloomberg reporting this out, up more than sevenfold from its pace at the end of last year. Talk about a growth stock, right?
呃，我想我们还有关于Anthropic的其他头条新闻，就其呃，让我找一下。它的运行率。呃，据知情人士透露，Anthropic基于当前表现，有望实现年化收入超过650亿美元。彭博报道，这比去年年底的速度增长了七倍多。说到成长股，对吧？
Uh anyway, so AI-linked stocks um were definitely rallying. And among them was Sandisk, which has been a high flyer all year. That one was the number one gainer
呃，总之，与AI相关的股票确实在上涨。其中就有Sandisk，它今年一直表现强劲。那是涨幅最大的股票。
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