Moderna周涨129%创纪录,美光等存储股回调
Closing Bell: Moderna Rallies, Boston Beer Drops, Ubiquiti Slumps | Stock Movers
涵盖Moderna重大临床驱动行情、存储板块资金流向变化及零售财报连锁反应,适合关注个股基本面与板块轮动的投资者留意。
[music] Bloomberg Audio Studios podcasts, radio, news. This is the closing bell on the stock movers report. [music] The companies making moves at the close of US trading with Carol Masser, Tim [music] Stenc, Roma Bostic, and Katie Grifeld.
[音乐]彭博音频工作室播客、广播、新闻。这是股市动向报告的收盘钟声。[音乐]美国交易收盘时表现活跃的公司,主持人包括卡罗尔·马瑟、蒂姆[音乐]斯滕克、罗玛·博斯蒂克和凯蒂·格里菲尔德。
All right, guys. Let's get to some individual gainers, if I may. Let's go to the number two gainer in the S&P 500. It is the top gainer in the S&P for the week overall. I should point out as well up 129% for the week overall. We're talking about MADNA. I mean, man, this one has been on a move uh adding another uh almost 9% in today's session. We saw the stock sore on Wednesday. A record move there. Uh adding that day alone about $44 billion in value.
好的,各位。让我们来看看一些个股涨幅榜前列的公司。让我们看看标普500指数中排名第二的涨幅股。它也是本周标普指数整体涨幅最大的股票。我还应该指出,本周整体涨幅高达129%。我们说的是Madrigal Pharmaceuticals(MADN)。天哪,这只股票一直在上涨,今天的交易中又上涨了将近9%。我们在周三看到该股票飙升,创下了历史新高。仅那一天就增加了约440亿美元的价值。
Gave some back yesterday, but again, another move to the upside. A top performer as I mentioned in the S&P. Um shares were up as I said for the week overall the stock now up more than four 400% year to date about 13% of the float is short. A lot of numbers it's just wo superlatives uh for madna excitement as you know earlier in the week over a personalized vaccine developed by um madna and merc that reduced the recurrence of melanoma in a large late stage trial.
昨天回吐了一些涨幅,但再次出现上涨势头。正如我提到的,它是标普指数中的顶级表现者。如我所说,该股本周整体上涨,年初至今涨幅超过400%,空头持仓占流通股的约13%。数字众多,对于Madrigal的兴奋之情简直无以复加。你们知道,本周早些时候,由Madrigal和默克开发的一种个性化疫苗在大型晚期试验中降低了黑色素瘤的复发率。
So that helped raise some expectations for treating the deadliest form of skin cancer. also taking a look at a body of science when it comes to using the body's own immunity to fight different things uh and different diseases. So that kind of gave it uh that thinking and that strategy a boost as well. I should point out Merc also hitting an all-time high in today's session as well. That stock up though at the close about 2.4%.
这有助于提升人们对治疗最致命皮肤癌的预期。同时,我们也关注利用人体自身免疫力来对抗不同事物和疾病的科学体系。这种思路和策略也为其提供了推动力。我还应该指出,默克(Merck)在今天交易中同样创下历史新高。不过,该股在收盘时上涨约2.4%。
Um let's take a look at retail. A lot of retail earnings coming your way. Uh Ross Doors top in the NASDAQ 100 uh in the NASDAQ I should say. Uh that stock up about 4.4% uh at the close. The off-pric retailer boosted its earnings per share forecast for the full year. Company said it saw strength throughout the second quarter with comp store sales growth supported by both an increase in new customers and higher engagement from existing customers.
让我们来看看零售业。大量零售企业的财报即将发布。Ross Stores在纳斯达克100指数中领涨,哦不,我应该说是纳斯达克综合指数中领涨。该股在收盘时上涨约4.4%。这家折扣零售商上调了其全年每股收益预期。公司表示,第二季度 throughout 表现强劲,同店销售增长得益于新客户增加以及现有客户参与度提高。
So those are two pretty strong uh tailwinds there for the company. And then I'm just going to go over staying in the retail sector guys. BJ's Wholesale Club Holdings.
因此,这对公司来说是两个相当强劲的顺风因素。接下来我将继续停留在零售板块,各位。BJ's Wholesale Club Holdings。
I'm sorry. What?
抱歉?什么?
BJ's?
BJ's?
No.
不是。
Wholesale? What's the matter? What's the matter now?
批发?怎么了?现在又怎么了?
Nothing.
没什么。
You're gonna miss me. I'm gonna be away for two weeks. So, get it all in right now. Are
你会想我的。我要离开两周。所以,现在就好好享受吧。你
you just away for two weeks?
只是离开两周吗?
Uh, no.
呃,不是。
I need your contract.
我需要你的合同。
You've been down.
你情绪低落。
All right. So, BJ's is up about 5.6% here. Uh, rising after the retailers cop sales and adjusted EPS for the second quarter top street expectations. Management also raised its annual earnings guidance and so that also lifted Costco which we saw uh moving a little bit higher in uh the session as well. That name was up about one and a half percent. Keep in mind that one reports results on September 24th. All right, Emily, all yours.
好的。目前 BJ's 股价上涨约 5.6%。在零售商公布第二季度销售额和经调整每股收益并超越华尔街预期后,股价走高。管理层还上调了年度盈利指引,这也带动了 Costco 的股价,我们看到它在当天的交易中也有所上涨。该股票上涨了约 1.5%。请记住,Costco 将于 9 月 24 日公布业绩。好了,Emily,接下来交给你。
All right, let's get to the decliners. The memory trade really getting crushed not only today but kind of for the last two months. Micron is the poster child here finishing the day down about 7/10en of 1% but this stock has been ripping at least for the first half um of the year. It still remains one of the top performers in the S&P 500 uh year to date but the shares way off their highs getting crushed to uh today. Alec Young CIO or chief investment strategist at Money Flows which is a quant research firm telling Bloomberg the smart money is moving on from that memory trade. the fact that they've given up a lot of their recent bounce in just a couple days shows that there are a lot of weak hands and we're kind of seeing that with a lot of these chip names as well.
好的,让我们来看看下跌的股票。内存交易遭受重创,不仅是在今天,在过去两个月里也持续低迷。美光(Micron)是这里的典型代表,当日收盘下跌约 7/10en%,但这只股票至少在上半年表现强劲。它仍然是年初至今标普 500 指数中表现最好的股票之一,但股价远离高点,今日遭到重创。量化研究公司 Money Flows 的首席投资官或首席投资策略师 Alec Young 告诉彭博社,聪明资金正在从内存交易中撤出。他们在短短几天内放弃了近期的大部分反弹,这表明存在大量弱势持仓者,我们在许多芯片股中也看到了类似情况。
Nvidia was lower um today. So, not a lot of fundamental news right now, but really just kind of the momentum just getting um kind of taking the air out of that. Boston Beer, ticker SAM, uh this is a beer company. Their brands include Truly Twisted Tea or Twe Sam and Adams Beer. Do you want to say something remain?
英伟达(Nvidia)今天下跌。因此,目前并没有太多基本面新闻,只是动能减弱,让市场情绪降温。波士顿啤酒(Boston Beer),股票代码 SAM,这是一家啤酒公司。其品牌包括 Truly、Twisted Tea 或 Twe Sam 和 Adams Beer。你想说点什么吗?
No.
不。
You're going Yeah. Yeah, you know all these brands, Angry Orchard, Hard Cider, and Dogfish Head Craft Brewery. Listen, this stock uh fallen, closing down about 3%. They announced that their chief financial officer will be leaving the company on September 14th to accept a new opportunity. The shareholders uh didn't like that and the analyst didn't as well. City um said that Diego Reynoso's exit is a meaningful loss to Boston Beer given his key role in the company's margin recovery program.
你会说:是的。是的,你知道所有这些品牌,Angry Orchard、Hard Cider 和 Dogfish Head Craft Brewery。听着,这只股票下跌,收盘下跌约 3%。他们宣布其首席财务官将于 9 月 14 日离开公司,接受新的机会。股东们不喜欢这一点,分析师也不喜欢。City 表示,Diego Reynoso 的离职对波士顿啤酒来说是一个重大损失,因为他在公司的利润率恢复计划中发挥着关键作用。
So, I guess good for uh Diego, but maybe not so good for the shareholders and the company here. [music]
所以,我想这对 Diego 来说是好事,但对股东和公司来说可能就不那么好了。[音乐]
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