家得宝财报超预期上涨，百度阿里走势分化
Home Depot Gains on Earnings; Baidu Slips on Outflows; Alibaba Jumps | Stock Movers
Bloomberg Audio Studios podcasts, radio, news,
彭博音频工作室播客、广播、新闻，
the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. Let's take a look at some stocks on the move today. I'm Nathan Hager, joined by Bloomberg's Dan Curtis, starting us off with Home Depot. After reporting earnings, the housing market market might still be uh down in the dumps, Dan, but it looks like Home Depot still finding a way. Good morning.
股票动态报告，为您汇总股市中活跃的公司，利用彭博数据的力量。让我们看看今天有哪些股票在变动。我是内森·哈格，与彭博的丹·柯蒂斯一起，首先从家得宝开始。在公布财报后，房地产市场可能仍处于低迷状态，丹，但看起来家得宝仍在寻找出路。早上好。
Good morning. It is. So, shares of Home Depot are up about 2% in the pre-market under ticker HD. And that's after comparable sales growth for the second quarter jumped 1.7%. That's the biggest rally, biggest surge from the prior year since 2022. And that came in above the consensus outlook. Adjusted earnings also came in above estimates. Now, this it's coming as Home Depot moves to expand its e-commerce offerings and business for professional contractors.
早上好。确实如此。家得宝的股价在盘前交易中上涨约2%，代码为HD。这是在第二季度可比销售额增长1.7%之后。这是自2022年以来同比最大的涨幅。这超出了市场共识预期。调整后每股收益也超出了预期。现在，这是在家得宝扩大其电子商务产品和服务专业承包商业务的背景下发生的。
That helped blunt the impact of a slowing housing market. We've been seeing houses households cutting back on spending on big ticket items as cost of living pressures surge. And we also have the housing market, you know, getting hit by high rates and concerns around valuations there too. I would say of note though, Lowe's is also up 2%. So, this doesn't seem to be just idiosyncratic to Home Depot. This seems to be a sign of a broader sentiment within the space.
这有助于减轻住房市场放缓的影响。我们一直看到家庭因生活成本压力激增而削减大件商品支出。同时，住房市场也受到高利率和估值担忧的打击。不过，值得注意的是，劳氏也上涨了2%。所以，这似乎不仅仅是家得宝特有的现象，这似乎是该行业更广泛情绪的迹象。
Yeah, certainly very interesting to see Lowe's with a little bit more of a pop than Home Depot after earnings. Now, of course, we're seeing a pretty big pullback in uh tech stocks this morning. We've been talking about it in terms of what's happening in bond yields, but there may be a little bit of earnings behind this as well.
是的，看到劳氏在财报后涨幅略高于家得宝，确实很有趣。现在，当然，我们今天早上看到科技股大幅回调。我们一直在讨论债券收益率的情况，但背后可能也有部分盈利因素。
Yeah. So overnight we had BU the so-called Google of China come out and it posted its fifth straight quarter of revenue contraction. The ADRs are down 6% in the pre-market under ticker B I DU. Second quarter sales of $4.6 billion were roughly in line with estimates but the China's search leader is facing a double threat. First off, its advertising business is losing eyeballs to rivals and competition from AI chatbots.
是的。隔夜，所谓的中国谷歌——百度发布了财报，显示其营收连续第五个季度下滑。其美国存托凭证在盘前交易中下跌6%，代码为BIDU。第二季度销售额为46亿美元，大致符合预期，但这家中国搜索巨头正面临双重威胁。首先，其广告业务正因竞争对手和AI聊天机器人的竞争而流失用户。
And BU's own AI model Ernie has fallen behind openweight rivals such as Moonshot in China. Founder Robin Lee is betting on AI agents and applications with a nent cloud computing business. That's yet to pay off. The stock was already down 20% going into this, down another 6% in the pre-market. And this is coming on the backdrop of a broader AI route today. shares of SanDisk and Micron, two memory names that tend to be very volatile and very sensitive to AI.
而且百度的自家AI模型文心一言已经落后于国内的开源权重竞争对手，如月之暗面。创始人李彦宏正押注于AI代理和应用程序，以及一项新的云计算业务。这尚未见效。股价在此前已下跌20%，盘前再跌6%。而这一切发生在今天更广泛的AI回调背景下。SanDisk和Micron这两家内存公司的股票往往波动很大，对AI非常敏感。
Those are down about 5% in the pre-market. As we pair back some of those massive gains we saw yesterday, Tuesday, looks like markets are having second thoughts about how well Monday went.
这两只股票盘前下跌约5%。随着我们回吐昨天（周二）看到的部分巨大涨幅，市场似乎对周一的良好表现产生了疑虑。
Well, the biggest decliner in the pre-market this morning is Fabrinet. Uh what's going on there?
嗯，今早盘前跌幅最大的是Fabrinet。呃，那里发生了什么？
So, this is an this is an AI name as well. It's an optical company, so it helps create these fiber optics cables that help transport data through AI centers, etc. Um, so shares of Fabernet down 10% in the pre-market under ticker FN. The company topped fiscal fourth quarter expectations. The company's guidance for current quarter also came in stronger than uh expected and we're continuing to hear that demand is outpacing supply for certain components.
所以，这也是一个AI相关的公司。它是一家光学公司，帮助制造光纤电缆，用于在AI中心等场所传输数据。嗯，Fabrinet的股价盘前下跌10%，代码为FN。该公司第四财季业绩超出预期。公司对当前季度的指引也强于预期，我们继续听到某些组件的需求超过供应。
But again, we have this broader AI pullback this morning that seems to be infecting sentiment a bit today. We also had this stock rally over 40% from its July bottom. So, we've seen these big this very volatile market. Bigs up, bigs down. It just rallied 40%. So, it looks like this is a profit- taking opportunity for the markets.
但同样，今早出现了更广泛的AI回调，这似乎在一定程度上影响了今天的市场情绪。此外，该股自7月低点以来已上涨超过40%。所以，我们看到了这种波动性很大的市场。大涨大跌。它刚刚上涨了40%。因此，这看起来是市场获利了结的机会。
Well, it looks like um Alibaba is bucking the uh the tech selloff this morning.
嗯，看起来阿里巴巴今早逆势上涨，没有受到科技股抛售的影响。
That's right. So, the ADRs are up about 2 and a half% under ticker BABA. It's a Chinese e-commerce platform and it rolled out a new Alipay platform for businesses. So this is to have AI agents automate tasks. It comes as the firm uh debuted it after the firm debuted its first agent interface in June and agents have been helping Alibaba boost its appeal as China fights for consumers against the backdrop of weakening consumption.
没错。其美国存托凭证（ADR）上涨约2.5%，代码为BABA。这是一家中国电商平台，它为企业推出了新的支付宝平台。这是为了让AI代理自动化任务。此前，该公司在6月推出了首个代理界面，在中国消费疲软的背景下，代理一直在帮助阿里巴巴提升吸引力，以争夺消费者。
This is all ahead of earnings which are out in about 2 days. So we got to keep our eyes on this stock over the week.
这一切都发生在财报公布前，财报大约两天后发布。所以本周我们必须密切关注这只股票。
The stock movers report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market moving headlines, listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business App.
这是来自彭博电台的股票异动报道。全天请随时关注我们，获取华尔街最新公司新闻汇总。要获取最新的市场动态头条，请收听彭博电台直播。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