Fabrinet跌18%、百度ADR跌10%、Klarna跌20%
Fabrinet Declines, Baidu ADRs Fall, Klarna Sinks as Guide Cut Overshadows 2Q Rev Beat | Stock Movers
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[音乐] 彭博音频工作室。播客、广播、新闻，
the Stock Movers podcast, your [music] roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.
股市动态播客，您的[音乐]股市中公司动态摘要，利用彭博数据的力量。
Let's take a look at some of the stocks on the move. And we can do that today with Carmen Reinicki, deputy team leader for US equities. Carmen, what are you looking at?
让我们看看一些正在波动的股票。今天我们可以与美股团队副主管卡门·雷尼基一起进行。卡门，你在关注什么？
Yeah, so the first thing I'm looking at is Fabinet. This is ticker FN. Shares are down about 18% right now. This is the worst intraday since January 2025. We're seeing some weakness sort of in the chip space. Semiconductors. Um this is an Nvidia supplier. Um this stock though as well, this company had earnings out this morning. Um results beat expectations but analysts sort of pointed to some weakness in certain spots of the report.
是的，首先我在关注的是Fabinet。这是代码FN。股价目前下跌约18%。这是自2025年1月以来最差的盘中表现。我们看到芯片领域有些疲软。半导体。嗯，这是英伟达的供应商。嗯，这只股票，这家公司今早发布了财报。嗯，业绩超出预期，但分析师指出报告中的某些方面存在疲软。
Specifically, um disappointing results in their dataccom and like HPC performance. So specifically sort of the data center part of the business that's important here. So um those weren't quite as good as people expected. The stock also had a pretty pretty big run sort of up through Monday's close. Um so seeing a little bit of weakness here today.
具体来说，嗯，数据中心和HPC性能方面的结果令人失望。所以具体来说，数据中心业务在这里很重要。嗯，这些没有达到人们的预期。该股在周一收盘前也有相当大的涨幅。嗯，所以今天看到一些疲软。
All right, let's stick with the earnings theme. BYU.
好的，让我们继续关注财报主题。BYU。
Yep. So BU ADRs are down about 10% right now. This is the worst in about two months, a little over a month. Um so Chinese search engine operator reported its fifth quarter free cash flow free cash outflow in the past six because it's spending a lot on capital expenditures. It also reported AI revenue that was weaker than analysts expected. So I mean this is just a theme we see over and over again. People want to see sort of the return on the investment here uh by not living up to the expectation there.
是的。所以BU的美国存托凭证目前下跌约10%。这是大约两个月，一个多月来最差的。嗯，这家中国搜索引擎运营商报告了过去六个季度中的第五个季度自由现金流为负，因为它在大规模资本支出上花费巨大。它还报告了低于分析师预期的AI收入。所以我的意思是，这是我们反复看到的主题。人们希望看到这里的投资回报，嗯，但没有达到预期。
So we're seeing the stock down and it's been under considerable pressure this year. Um those ADRs are down pretty significantly year to date. Um the last one we're looking at is CLA. So this CLA, yeah, this is ticker K L. Shares are down about uh 20% right now. This is the worst since February and this is down I think more than 60% since its IPO less than a year ago. So kind of a rough first uh year of performance for this stock.
所以我们看到股价下跌，今年一直承受着相当大的压力。嗯，这些美国存托凭证年初至今下跌相当显著。嗯，我们最后关注的是CLA。所以这个CLA，是的，这是代码KL。股价目前下跌约20%。这是自2月以来最差的，而且我认为自不到一年前IPO以来下跌超过60%。所以这只股票上市第一年的表现相当艰难。
So um it cut its expectations for how much revenue it will generate generate in the year citing foreign exchange pressure and volume in Germany even though there was a profit beat for the second straight quarter. [music]
嗯，所以它下调了对今年收入的预期，理由是外汇压力和德国的销量，尽管连续第二个季度利润超出预期。[音乐]
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