Moderna大涨30% 标普500微涨收盘
Moderna Surges as Stocks Rise & Long-Term Yields Retreat | Closing Bell
And right now we are two minutes away from the end of the trading day. Romaine Bostick here with Isabelle Lee taking you through to that closing bell. It's a global simulcast. Carol Massar joins us from the radio booth. Emily fell in today for Tim Stenbeck. Welcome to our audiences across all of our Bloomberg platforms. Television, radio. Our partnership with YouTube, the S&P 500, trying to recoup some of the losses from the previous three sessions, but only up right now about 15 points or 2/10 of 1%.
现在距离交易日结束还有两分钟。我是罗曼·博斯蒂克,和伊莎贝尔·李一起陪您走到收盘钟声响起。这是一场全球同步直播。卡罗尔·马瑟从广播间加入我们。艾米丽今天代替蒂姆·斯滕贝克。欢迎所有彭博平台的观众,包括电视、广播,以及我们与YouTube的合作。标普500指数试图收复前三个交易日的部分跌幅,但目前仅上涨约15点,涨幅为0.2%。
Yeah, I feel like it didn't get much from those fed minutes, right? That's how we kicked off our 2:00 hour here on Bloomberg Businessweek daily. And those minutes, though, did show that many officials said rate hikes may be needed. But, uh, that sounds like Emily. There's a little bit of debate going on there. Yeah, there's a debate. And at least for the two year yield, it's, uh, not really making moves right now, but a lot of focus today on that flattening relative flattening in the yield curve and the longer end yields moving lower.
是的,我觉得它并没有从那些美联储会议纪要中获得多少提振,对吧?这就是我们在彭博商业周刊每日节目的下午2点时段开始时的情况。不过,那些纪要确实显示许多官员表示可能需要加息。但是,嗯,这听起来像是艾米丽在说。那里有一点争论。是的,有争论。至少对于两年期收益率来说,目前并没有太大波动,但今天的焦点在于收益率曲线的趋平——相对趋平——以及长端收益率走低。
I was just telling Romain that Sam Stovall said that the bond market is supposed to be quiet. And when it's not that's a big deal. And it's definitely not. It's certainly been making noise long term. Yields are climbing across the U.S. and other developed markets France, Germany and what else? There's one country I'm forgetting, but definitely a global movement. Yeah. And it kind of sets up kind of this idea that we've been talking about it a lot on the clothes and on the simulcast, or just the outsize importance that some of these macro, uh, and economic issues are going to start to have on the market relative to what we saw, uh, in the first few months of this year where it really was just about, hey, you know, just look at the high CapEx spend and follow that and ride that wave that might be changing.
我刚才告诉罗曼,萨姆·斯托瓦尔说债券市场本该是平静的。当它不平静时,那就是大事。而它绝对不平静。长期来看,它确实一直在发出噪音。美国和其他发达市场的收益率都在攀升,法国、德国,还有什么?有一个国家我忘了,但绝对是全球性的走势。是的。这有点引出了我们一直在收盘节目和同步直播中讨论很多的一个观点,那就是一些宏观和经济问题相对于今年头几个月我们看到的局面,将开始对市场产生超乎寻常的影响。在那段时间里,真的只是关注高资本支出并跟随它、乘上那波浪潮。这种情况可能正在改变。
Yeah, absolutely. I do feel like that narrative around I in total continues to evolve. And you see it also play out in the shape of it. All right. So a big drop in uh long term yields here on this Wednesday afternoon that's putting pressure on the dollar, which is down about almost 2% on the day as measured by the Bloomberg Dollar Spot Index. And well, for everything else. So it's provide a nice little bit of a boost.
是的,绝对如此。我确实觉得围绕人工智能整体的叙事在持续演变。你也可以在它的形态中看到这一点。好的。那么在这个周三下午,长期收益率大幅下跌,这给美元带来了压力,根据彭博美元现货指数衡量,美元当日下跌近2%。而对于其他一切来说,这提供了一个小小的提振。
Most of the equities in the S&P 500 are in the green. And so the S&P 500 finishes in the green right around 7708 and change up 17 points or 2/10 of 1%. The Dow up more than 100 points or 2/10 of 1%. The Nasdaq Composite is up 2/10 of 1%, though the Nasdaq 100 is down by 2/10 of 1% and the Russell 2000. Getting in on the action. That's actually your relative outperformance up by a half a percentage. Yeah. Kind of interesting to see that I'm going to go back though to the large caps if I may.
标普500指数中的大多数股票都在上涨。因此,标普500指数收盘时上涨,大约在7708点附近,上涨17点,涨幅为0.2%。道琼斯指数上涨超过100点,涨幅为0.2%。纳斯达克综合指数上涨0.2%,尽管纳斯达克100指数和罗素2000指数下跌了0.2%。参与其中。这实际上是你的相对表现,上涨了半个百分点。是的。有趣的是,如果允许的话,我想回到大盘股的话题上。
The S&P 500 you mentioned it remain. If I look inside the index um, almost an even split is about 285 names gaining ground on this Wednesday 216 to the downside to unchanged. It may look like an even split, but tech is our biggest loser. You see a big red tech down by nearly 2% or even more than 2%. And you're seeing also communication services and financials in the red. Some of the bright spots consumer staples, energy materials all higher by something like 2/10 to 3/10 of 1%.
你提到的标普500指数仍然保持。如果我看一下指数内部,嗯,几乎是平分秋色,大约有285只股票在这个周三上涨,216只下跌或持平。看起来像是平分,但科技股是我们最大的输家。你看到科技股大幅下跌,跌幅接近2%甚至超过2%。你还看到通信服务和金融板块也在下跌。一些亮点是必需消费品、能源和材料板块,都上涨了大约0.2%到0.3%。
All right guys let's get to some of the individual gainers, if I may. Let's bring up Moderna, because this one is definitely an outperform or top gainer. In fact, uh, that we saw in the S&P 500 today that name up 30%. Uh, it's up about 375% year to date. Uh, 13% of the float is short. Uh, I got to check that that that's the year to date, but I'll do that in a moment. Um, the stock's biggest intraday. You didn't check this in advance.
好的,各位,如果允许的话,让我们来看看一些个股的涨幅榜。让我们看看Moderna,因为这绝对是一个表现优异或涨幅最大的股票。事实上,嗯,我们今天在标普500指数中看到,该股上涨了30%。嗯,它今年迄今上涨了约375%。嗯,流通股的13%被做空。嗯,我得确认一下,这是今年迄今的涨幅,但我稍后会确认。嗯,该股盘中最大涨幅。你没有提前检查这个。
I did I just you know I have to tell you know it's in my notes. And then looking at it I'm like I just don't even believe it. It's actually at 491% year to date. So there you go. Uh, definitely outperforming to about 13% of the float short. Um, this is happening after the biotech company said a personalized cancer vaccine combined with partner Merck's Keytruda, helped cut the recurrence of melanoma in a large late stage trial.
我确实检查了,我只是,你知道,我得告诉你,你知道,这在我的笔记里。然后我看着它,我想我简直不敢相信。它实际上今年迄今上涨了491%。所以就是这样。嗯,绝对表现优异,大约有13%的流通股被做空。嗯,这是在生物技术公司表示,其个性化癌症疫苗与合作伙伴默克的Keytruda联合使用,在一项大型后期试验中帮助降低了黑色素瘤的复发率之后发生的。
So this study provided the strongest evidence yet that, uh, messenger RNA technology will have a successful second act, and the companies will discuss filing for approval with regulators and present the data in upcoming medical meetings. So this provides certainly some tailwinds for this company that's certainly had its ups and downs. Estee Lauder speaking of our ups and downs. Let's get to that one. This was a top gain or two among uh, the uh S&P 500 number two gainer, the stock.
所以这项研究提供了迄今为止最有力的证据,证明信使RNA技术将会有成功的第二幕,公司将在即将举行的医学会议上与监管机构讨论提交批准申请,并展示数据。所以这肯定为这家经历了起起落落的公司提供了一些顺风。说到起起落落,雅诗兰黛。让我们来看看这家公司。这是标普500指数中的涨幅最大的股票之一,排名第二的涨幅股,该股。
Um, actually we're gonna bring up Estee Lauder. I don't know if we've got it. That was Moderna. So let me bring up Estee Lauder on my terminal and Estee Lauder. How do you guys do without me? So S.A. Lauder shares of 16% on Carol Massar best day since November of 2011. And I should point out, I just had an interview with the CEO of Lauder, uh, how he keeps the momentum going. Would you like to do the rest of the list?
嗯,实际上我们要提到雅诗兰黛。我不知道我们有没有准备好。那是莫德纳。让我在我的终端上调出雅诗兰黛,雅诗兰黛。没有我你们怎么行?所以雅诗兰黛股价上涨16%,这是卡罗尔·马萨自2011年11月以来最好的单日表现。我还应该指出,我刚刚采访了雅诗兰黛的首席执行官,嗯,他是如何保持这种势头的。你想继续看剩下的列表吗?
No. Okay. Thank you very much. All right. Well, uh, shares jumping after the results beat estimates and ended a run of three straight declines. And annual revenue. Company reported revenue of 3.6 billion in its fiscal fourth quarter, and organic sales growth accelerated to 5%. China was an element, but this is a company that owns many, many brands. Uh, has really struggled. Keep in mind the stock is down, or at least it was down about 74% from a high back in early January of 2022, so it still has some room to gain back.
不。好的。非常感谢。好吧。嗯,股价在业绩超出预期后跳涨,结束了连续三天的下跌。年度营收方面,公司报告第四财季营收为36亿美元,有机销售增长加速至5%。中国是一个因素,但这是一家拥有众多品牌的公司。嗯,确实一直很挣扎。请记住,股价下跌了,或者至少从2022年1月初的高点下跌了约74%,所以它仍然有一些回升的空间。
I want to mention to Twist Bioscience and also the life science and tools area, uh, Twist Bioscience. You can see up 22% in today's session. Uh, this company, um, rose high, uh, rose to its highest, excuse me, in more than five years after anthropic chose the drug developer as one of its independent evaluators to help reduce I designed proteins at scale and test these designs for binding. So it's interesting. Has to do with DNA.
我想提到Twist Bioscience,还有生命科学和工具领域,嗯,Twist Bioscience。你可以看到今天交易时段上涨了22%。嗯,这家公司,嗯,涨得很高,嗯,涨到了五年多来的最高点,抱歉,在Anthropic选择这家药物开发商作为其独立评估者之一,以帮助减少大规模设计的蛋白质并测试这些设计的结合性之后。所以这很有趣。与DNA有关。
Um, so just kind of an interesting trade. Didn't mean to be sharp with you remain. I was just, you know, it's all right. You know, it's my first day back, but I know you obviously have had a rest. I should also mention hyper liquid, I think was also a lot higher. Uh, yeah. Forgive me. That was my bad. You did put that up first. It was up 30% in today's session. And this happened after President Trump said, uh, in that meeting with crypto execs that the CFTC chair is working to bring hyper liquid to the US.
嗯,所以这只是一个有趣的交易。不是故意对你那么尖锐的,雷曼。我只是,你知道,没关系。你知道,这是我回来的第一天,但我知道你显然已经休息过了。我还应该提到Hyperliquid,我想它也涨了很多。嗯,是的。原谅我。那是我的错。你确实先提到了它。今天交易时段上涨了30%。这发生在特朗普总统说,嗯,在那次与加密高管的会议上,CFTC主席正在努力将Hyperliquid带到美国之后。
Um, and our own Stacey Marie Ishmael said that that was a pretty interesting development. So again. Yeah. And this one has been an outperform all yours. All right. Let's head to the decliners I'm starting with TJ. Of course this is the parent company of TJ Max HomeGoods. It fell today. It was down about 4%. The clothing retailer reported second quarter comp sales for its Ma max segment, which missed estimates of the Ma max segment.
嗯,我们自己的斯泰西·玛丽·伊什梅尔说那是一个相当有趣的发展。所以再说一次。是的。而且这一直是表现优于大盘的股票,都是你的功劳。好的。让我们来看看下跌的股票,我从TJ开始。当然这是TJ Maxx和HomeGoods的母公司。今天下跌了。下跌了约4%。这家服装零售商报告了其Maxx部门第二季度可比销售额,未达到Maxx部门的预期。
Uh is the parent of TJ Max and Marshalls. The names we know well, actually the top line comp sales did beat, and the HomeGoods comp sales also beat estimates. A lot of people going out buying little figurines of mugs or frames, whatever you can get at home goods, but nevertheless, the stock. What are you talking about? Have you ever been in HomeGoods? Emily it's more than just figurines. Oh my God, it seems like because you can get like, oh my God, how dare you, Jen. pistachios.
Uh是TJ Max和Marshalls的母公司。这些名字我们都很熟悉,实际上,同店销售额确实超过了预期,HomeGoods的同店销售额也超出了预估。很多人去买小雕像、杯子或相框之类的东西,不管你在HomeGoods能买到什么,但尽管如此,股票。你在说什么?你去过HomeGoods吗?Emily,那里不仅仅是小雕像。天哪,好像因为你能买到,哦天哪,你怎么敢,Jen。开心果。
Should we tell? Yeah. No. We have to take you to a gym. No. There's so much that there's furniture. No, there's a lot there. But it's a lot of time. There is this, like, running joke on to talk about dishes. Very hyper specific things that you can only find at HomeGoods. I wonder where else am I going to get my live laugh, love? Uh, exact wood paneled wood panel with a Santa on the side holding it up. Family means everything.
我们要说吗?是的。不。我们得带你去健身房。不。那里有很多家具。不,那里有很多东西。但那很花时间。有个笑话,关于谈论盘子。非常具体的东西,只有HomeGoods才有。我想知道除了那里,我还能在哪里买到我的“活着、笑着、爱着”?呃,精确的木镶板,木镶板上有个圣诞老人扶着它。家庭意味着一切。
Looks good. Pat. Okay, so TJX, uh, Group Lower Viking Holdings was another decline for the shares, down about 8%. Managem
看起来不错。Pat。好的,所以TJX集团,Lower Viking Holdings的股价再次下跌,跌幅约8%。管理层
原文超出正文长度上限,此处截断——上游还有内容,完整版见上方「原文 ↗」。
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