英伟达盘前涨超1%，终结七连跌；SpaceX与苹果动态受关注
Nvidia Climbs Ahead of Earnings; SpaceX Up; Apple Mac Mini | Stock Movers
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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 [music] some stocks on the move today. I'm Nathan Hager, joined by Bloomberg's Isabel Lee on a chip recovery morning. Isabelle, a lot of the most actively traded [music] stocks this morning are in the chip space and they are in the green. Good morning.
股票动态报告，为您汇总股市中表现活跃的公司，利用彭博数据的力量。让我们看看[音乐]今天有哪些股票在变动。我是内森·哈格，与彭博社的伊莎贝尔·李一起，在芯片复苏的早晨为您播报。伊莎贝尔，今天早上交易最活跃的[音乐]许多股票都在芯片领域，而且它们都在上涨。早上好。
Good morning. They are indeed in the green. So, we're looking at Nvidia. We have to talk about Nvidia. And the stock is actually now up by more than 1% in pre-market trade, which is interesting because the shares have fallen in seven straight sessions. That is the longest run of losses since 2022. And a lot of investors are becoming worried because tomorrow is of course the earnings day for Nvidia. Remember when that used to be such a big thing?
早上好。它们确实在上涨。所以，我们来看看英伟达。我们必须谈谈英伟达。该股在盘前交易中实际上上涨了超过1%，这很有趣，因为该股已经连续七个交易日下跌。这是自2022年以来最长的连跌纪录。许多投资者开始担忧，因为明天当然是英伟达的财报日。还记得那曾经是件大事吗？
We would have um a watch party. Um,
我们以前会举办观看派对。嗯，
I know I always ask every every time the earnings come up, is it still as big a deal as it used to be? And a lot of the analysts I talk to are like, "Yeah, I mean, this drives the AI trade still."
我知道每次财报出来时我总是问，它还是像以前那样重要吗？我交谈过的许多分析师都说：“是的，我的意思是，这仍然在推动人工智能交易。”
It definitely still is. And I think that people still forget that it's still a cash cow. Analysts estimate that revenue nearly doubled in the last quarter. That's more than any of its rivals in the full year. Sure, competition is heating up. We're seeing a growing number of upstarts, but it's still the star. Although it has dimmed on Wall Street, shares have climbed 15% in 2026. But again, the Philadelphia Stock Exchange semiconductor index or the stocks has gained 66%.
它绝对仍然重要。我认为人们仍然忘记它还是一头现金牛。分析师估计，上个季度营收几乎翻了一番。这比任何竞争对手全年的营收都要多。当然，竞争正在加剧。我们看到越来越多的新兴公司，但它仍然是明星。尽管它在华尔街有所黯淡，但该股在2026年已上涨了15%。但再次强调，费城证券交易所半导体指数或相关股票已上涨了66%。
So there is that. Um, Bank of America last week did say that it's still a compelling opportunity to buy. But I want to touch on your software selloff. Um, we are seeing a bit of that weakness there. I mean, since hitting a near-term low on July 23, um the software sector index has edged higher 18%, but that gain has still has since softened. But I mean, it's still an AI world and we're all just living in it honestly,
所以就是这样。嗯，美国银行上周确实表示，这仍然是一个引人注目的买入机会。但我想谈谈你们的软件抛售。嗯，我们确实看到那里有一些疲软。我的意思是，自7月23日触及近期低点以来，软件板块指数已小幅上涨18%，但这一涨幅此后有所减弱。但我的意思是，这仍然是一个人工智能的世界，说实话，我们都生活在其中。
isn't it, though? And that leads to the next stock because uh SpaceX certainly wants to be a big player in the AI trade. Uh what's happening with SpaceX this morning? SpaceX, the stock is up uh by around 1 and a half% in pre-market trade. So, I mean, yes, to your point, a lot of their first AI satellites are powered by AI chips from Nvidia, but the news today is kind of unrelated to that. Elon Musk said that they will launch in the fourth quarter um uh their first satellite.
可不是嘛！这就引出了下一只股票，因为SpaceX肯定想在AI交易中成为大玩家。今早SpaceX有什么动态？SpaceX的股票在盘前交易中上涨了大约1.5%。所以，我的意思是，是的，你说得对，他们的首批AI卫星很多都使用了英伟达的AI芯片，但今天的新闻与此无关。埃隆·马斯克表示，他们将在第四季度发射首颗卫星。
So, he also said that it will hit quote significant scale in 2028. So, obviously, he posted this on X. He said that of course where else um he said that um this will be a significantly simpler, lower cost, denser and lighter than a traditional rack. So we'll see. I mean Elon Musk has had a bumpy track record as of late when it comes to these launches, but it's still spectacular what he's doing, I guess. I mean, you're seeing these things shoot up to the sky.
他还说，这颗卫星将在2028年达到所谓的“显著规模”。显然，他在X上发布了这条消息。他说，当然，还能在哪里呢？他说，这将比传统机架更简单、成本更低、密度更高、更轻便。我们拭目以待。我是说，埃隆·马斯克最近在这些发射方面的记录有些波折，但他所做的仍然令人惊叹，我想。你看，这些东西直冲云霄。
Absolutely. And landing on barges and trying to get orbital data centers up at some point. Yeah. Yes. And they've launched with the FCC approval to launch a network of as many as 1 million
绝对是的。而且还能降落在驳船上，并试图在某个时候建立轨道数据中心。是的。没错。他们已经获得了FCC的批准，可以发射多达100万颗
satellites to do computing for AI.
卫星来为AI进行计算。
Just time to tell us what's happening with Apple. I guess uh they're coming out with a Mac Mini again.
接下来让我们看看苹果的情况。我想他们又要推出Mac Mini了。
Yes, you see this doc um kind of softer in pre-market trade down by two ten of 1%. It's a mini MacBook. I don't think I've ever had a mini MacBook. I've just had a normal MacBook. But this
是的，你看这只股票在盘前交易中略有下跌，跌幅为0.2%。这是一款迷你MacBook。我想我从来没有用过迷你MacBook。我只有普通的MacBook。但这个
I just have an iPhone.
我只有iPhone。
Oh, [laughter] that's how you do it. You know the saying that um Gen Z does things in iPhone and millennials do it in laptop. So you're Gen Z.
哦，[笑声] 这就是你的方式。你知道那句话吗，Z世代用iPhone做事，千禧一代用笔记本电脑。所以你是Z世代。
Yeah. Yeah.
是的。是的。
Yes. You're Gen Z.
没错。你是Z世代。
My my Gen Z daughter calls me a screen age. Guilty as charged. Uh thank you.
我Z世代的女儿叫我屏幕一代。我认罪。谢谢。
This is the first [music] in two years, so it's a big deal.
这是两年来第一次，所以是个大事。
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