Moderna涨130% CrowdStrike跌12% Estee
Weekly Roundup: Moderna Skyrockets, Crowdstrike Sinks, Estée Lauder Jumps | Stock Movers
涵盖个股重大基本面变化（Moderna临床突破、CrowdStrike高管离职、雅诗兰黛财报及战略调整）及对应的显著价格波动，为投资者提供具体的事件驱动复盘素材。
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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.
《股票异动报告》，为您汇总在股市中动作频频的公司，借助彭博数据的力量。
I'm Carol Massar, [music] along with Emily Graffeo. Let's get to some stocks on the move this past week. Tracking that for us is Avalon Pernal. She's Bloomberg News Equities Reporter. She's here in studio. You got to start with Moderna.
我是卡罗尔·马萨尔，[音乐] 与艾米丽·格拉菲奥一起。让我们来看看过去一周中表现活跃的几只股票。为我们追踪这些动态的是阿瓦隆·佩纳尔。她是彭博新闻社的股票记者。她就在演播室。我们得从莫德纳（Moderna）说起。
Yes, probably the biggest story this week. That's ticker M R N A. It surged nearly 130% to end its best week on record. And that's after the biotech announced a personalized cancer vaccine paired with Merck's Keytruda, which is a cancer therapy, helped cut the recurrence of the deadliest form of skin cancer in a late-stage trial. Now, the stock received an upgrade, a flurry of price target boosts as well, as William Blair maybe putting it best that this means that Moderna now has a clear line of sight to some revenue diversification from its COVID
是的，这可能是本周最大的新闻。股票代码是 MRNA。该股飙升近 130%，创下其有史以来最佳周涨幅纪录。此前，这家生物技术公司宣布，一种个性化癌症疫苗与默克公司的 Keytruda（一种癌症疗法）联合使用，在一项晚期临床试验中帮助降低了最致命皮肤癌的复发率。现在，该股票获得了评级上调，目标价也大幅上调，正如威廉布莱尔（William Blair）所言，这意味着莫德纳现在清晰地看到了来自其 COVID-19 疫苗之外的收入多元化前景。
That's right.
没错。
Yeah, they were really known for like the COVID vaccine.
是的，他们以前主要以新冠疫苗闻名。
exactly.
正是如此。
Remember we don't even like you know, which vaccine did you do? Moderna or did you do the Pfizer vaccine? Or did you do J&J?
还记得我们甚至都不喜欢问你知道的，你打了哪种疫苗？莫德纳还是辉瑞？或者是强生（J&J）？
Yeah, it was a thing. It was like a household name, which is what every company wants.
是的，那确实是个热门话题。它就像家喻户晓的名字一样，而这正是每家公司所追求的。
Yeah. Right. And beforehand, not Moderna, number one gainer in the S&P 500 this week by a long uh margin. All right, from Moderna to M R N A M N R M R N A is the ticker. I know, it is hard to say.
是的。对。而且在此之前，莫德纳并不是本周标普 500 指数中涨幅最大的股票，而是以巨大优势领先。好的，从莫德纳转到 CrowdStrike。MRNA MNRM RNA 是股票代码。我知道，这很难念。
Yeah, a couple I got a couple guests were struggling with it today even to to say it. People that were like experts of biotech were like
是的，今天我有几位嘉宾甚至都难以说出口。那些自称生物技术专家的人也像……
All right, so from Moderna to CrowdStrike we go.
好的，那么接下来我们从莫德纳转到 CrowdStrike。
Yes, that's ticker CRWD. It dropped 12% to end its worst week since last March, and that's after a report that has now been confirmed that CrowdStrike's Chief Technology Officer will be leaving the company to launch an AI focused cyber fund. The fund is betting that AI proliferation will make cybersecurity harder to address and therefore more valuable. And especially in the uh the considering the background of like Anthropic's mythos that's potentially going to launch later.
是的，股票代码是 CRWD。该股下跌 12%，结束了自去年三月以来的最差一周，此前有报道证实，CrowdStrike 的首席技术官将离开公司，创办一家专注于人工智能的网络投资基金。该基金押注人工智能的普及将使网络安全问题更难应对，因此价值更高。特别是考虑到 Anthropic 的神话背景，该公司可能稍后推出相关产品。
It's already kind of given a lot of these cybersecurity companies kind of an unlocked look at how they can kind of better protect themselves. And worth noting that the company is going to also be reporting earnings next Wednesday with options trading currently implying a 6.3% move after those results.
这已经让许多网络安全公司在某种程度上展现出如何更好地保护自身的未开发潜力。值得注意的是，该公司将于下周三公布财报，目前期权交易暗示财报发布后股价将有 6.3% 的波动。
Interesting.
有趣。
Okay. So finishing down on the week.
好的。那么在本周结束时收尾。
Yeah, one of the worst performers in the S&P.
是的，它是标普500指数中表现最差的股票之一。
Exactly.
没错。
Okay, and a big week for Estee Lauder as well.
好的，雅诗兰黛这一周也有大动作。
Yes, that's ticker EL. It jumped 18% to notch its best week since 1998. And that's after the beauty company reported profit and sales metrics that topped expectations for the quarter. They're not just Estee Lauder, it's also a lot of brands like La Mer, MAC, and The Ordinary. And Deutsche Bank actually highlighting that the results generally checked all the key boxes, noting that this really kind of shows that potentially the transformation that they have been trying to do is really beginning to take hold for the company as well.
是的，股票代码是EL。它飙升了18%，创下自1998年以来的最佳单周表现。此前这家美容公司公布的利润和销售数据均超出该季度预期。它们不仅仅是雅诗兰黛，还包括海蓝之谜（La Mer）、魅可（MAC）和The Ordinary等众多品牌。德意志银行实际上指出，这些结果通常满足了所有关键指标，并注意到这确实表明他们一直试图进行的转型可能开始在公司内部真正落地生根。
They've been having a really tough time and they've been kind of refocusing the business. They've had some changes I feel like in right in terms of executives. Um, owner of so many brands beyond kind of their namesake brand, but uh, this was a big boost for them.
他们经历了一段非常艰难的时期，并且一直在重新聚焦业务。我觉得他们在高管层面也进行了一些调整。嗯，除了同名品牌外，他们还拥有许多其他品牌，但这次对他们来说是一个巨大的提振。
Yes, and I mean to think the fact that just a couple of months ago they were thinking about potentially merging with a Spanish brand. Kind of going ahead and wrapping that up and seems like investors are a lot happier that they decided to stay as a standalone as opposed to thinking about how exactly they would try and to merge [music] a Spanish brand and all of those labels into one company as well.
是的，回想几个月前他们还在考虑可能与一个西班牙品牌合并。现在似乎已经着手完成此事，而且看起来投资者们对他们决定保持独立运营而非考虑如何将一家西班牙品牌及所有这些标签整合到一家公司中的做法感到更加高兴。[音乐]
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This stock movers report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. [music] And for the latest market moving headlines, listen to Bloomberg Radio live. Catch us on YouTube, bloomberg.com, [music] and on Apple CarPlay and Android Auto with the Bloomberg Business App. [music]
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