美股收盘:油价跌逾4%推升债券,英伟达财报前市场谨慎
Stocks Rise Before Nvidia as Oil Drop Lifts Bonds | Closing Bell
And right now we are two minutes away from the end of the trading day. Romaine Bostick here with Emily Scorpio taking you through to that closing bell. It's a global simulcast. Joins us alongside Norah. Melinda. Welcome to our audiences across all of our Bloomberg platforms, television and radio. Our partnership with YouTube, fractional gains on the day for the major U.S. indices with yields down, oil down as well. The dollar flat on the day.
而现在,距离交易日结束还有两分钟。罗曼·博斯蒂克和艾米丽·斯科皮奥在这里陪您直到收盘钟声响起。这是一场全球同步直播。诺拉和梅琳达也加入了我们。欢迎我们所有彭博平台(电视和广播)的观众。与YouTube的合作,美国主要股指当日小幅上涨,收益率下降,油价也下跌。美元当日持平。
Yeah. I'm glad you went to oil. That's exactly where I'm looking. We see Brent down about 5% right now. Uh 4.5% lower for WTI. But we were just talking about gas prices. I mean, still high relative to where they were just a few months ago. I mean, you saw these benchmarks up more than 40% this year. And the triple A gas price average up to 410 right now are close to 410. So that's something that folks are watching closely ahead of these midterms.
是的。我很高兴你提到了石油。这正是我在关注的。我们看到布伦特原油现在下跌约5%。WTI下跌4.5%。但我们刚才在讨论汽油价格。我的意思是,与几个月前相比,汽油价格仍然很高。你看,这些基准今年上涨了超过40%。而AAA汽油平均价格现在达到4.10美元,接近4.10美元。所以这是人们在中期选举前密切关注的事情。
Yeah. Another thing that they're watching closely is that I trade with a lot of folks looking ahead to Nvidia earnings Tim and I earlier. And in the show on business, we just talked about the fact that this used to be a market Super Bowl. Still a very consequential earnings report. But you know, when you see a little bit less concentration, you start to see investors looking in other places as well. But if you take a look at the stocks index as we're heading into the closing bell stocks, I remember when like Joe Weisenthal, I had like I didn't have like a watch party somewhere.
是的。他们密切关注的另一件事是,我和蒂姆早些时候与很多人交易,他们都在关注英伟达的财报。在商业节目中,我们刚刚谈到这曾经是市场的“超级碗”。这仍然是一份非常重要的财报。但你知道,当你看到集中度有所下降时,投资者也开始关注其他地方。但如果你看看我们即将收盘时的股票指数,我记得乔·韦森塔尔,我好像没有在哪里举办观看派对。
It's a bar and I'm like, I believe it. Yeah, it was a different time. There's a different time. Yeah, it's about that now. There's now there are a lot of, you know, ways you can look at the eye trade. Right? Absolutely. Uh, yeah. Sure. Uh, and I'm always here working. I'm not partying. We should point out we are going to get some, uh, earnings, uh, from the software side, either into it and zoom box also set to report, uh, obviously a little bit less consequential than in video, but we'll bring you those numbers as soon as we get them.
那是在酒吧,我说,我相信。是的,那是不同的时代。那是不同的时代。是的,现在就是这样。现在有很多,你知道,你可以从很多角度看这个交易。对吧?当然。呃,是的。当然。呃,我总是在这里工作。我不是在聚会。我们应该指出,我们将会收到一些软件方面的财报,包括英伟达和Zoom Box也计划公布,显然比英伟达的财报影响小一些,但我们会尽快为您带来这些数据。
Meanwhile, the numbers for, uh, the broader market, mostly in the green on the day, the Dow Jones Industrial Average, the S&P 500, each up about 3/10 of a percent on the day, the Nasdaq Composite and the Nasdaq 100 each up about 6/10 of a percent on the day. And the Russell 2000, uh, getting in on the action on the day. Up about 15 points, or about half a percent. We are getting enough earnings out, uh, right now into it actually crossing the wire right now.
与此同时,更广泛市场的数字,当日大多上涨,道琼斯工业平均指数和标普500指数当日各上涨约0.3%,纳斯达克综合指数和纳斯达克100指数当日各上涨约0.6%。而罗素2000指数也参与了当日的行情,上涨约15点,或约0.5%。我们现在正在收到足够的财报,英伟达的财报刚刚发布。
Net revenue in its most recent fiscal quarter coming in at about 4.35 billion. That does appear to be a bit, uh, based on the average of estimates, uh, collected, uh, by Bloomberg. But here's your forecast going forward. The company says that for the full fiscal year that has already started, 2027 fiscal year, revenue will be in a range of 23.28 billion to 23.51 billion. The low end of that range is right around the average of street estimates.
最近一个财季的净收入约为43.5亿美元。这似乎确实比彭博收集的估计平均值略低一点。但这是你对未来的预测。公司表示,对于已经开始的本财年,即2027财年,收入将在232.8亿至235.1亿美元之间。该范围的低端正好接近华尔街估计的平均值。
Average operating income for the full year 8.06 to 8.15 billion. That's below the average of street estimates, which we're tracking closer to 10 billion EPs. The range is 22.8 to 23.12. The street that's well below what street was looking for. They were looking for about 27 bucks a share. And share has taken a hit in the after hours now as a result, down about 11%. Remember, this is the company behind TurboTax, credit karma QuickBooks, MailChimp.
全年平均营业收入为80.6亿至81.5亿美元。这低于华尔街估计的平均值,我们追踪到的更接近100亿的每股收益。范围是22.8至23.12。这远低于华尔街的预期。他们原本预期每股约27美元。因此,盘后股价受到打击,下跌约11%。记住,这是TurboTax、Credit Karma、QuickBooks、MailChimp背后的公司。
Into it, Enterprise Suite, and more. Uh, I mean, this is a company down 46%, Emily, since, uh, this year, I mean, it's a consequence of the so-called SaaS apocalypse, at least as of now. Yeah, it's been tough for those software names. I do want to get back to, uh, the regular trading session, though, before we get back to earnings. Just taking a look at kind of how sectors fared out. It was mostly green. When you look at the iMap and the S&P 500 information tech, communication services materials, those were the leaders in terms of the S&P 500 groups.
还有Enterprise Suite等。嗯,我的意思是,这家公司今年下跌了46%,Emily,这是所谓的SaaS末日的结果,至少目前是这样。是的,对于这些软件公司来说确实很艰难。不过,在回到财报之前,我想先回到常规交易时段。看看各板块的表现。大部分都是上涨的。当你查看iMap和标普500指数时,信息技术、通信服务、材料是标普500各组中的领涨板块。
What was lower energy? We know that oil down about 5%. So those energy stocks getting dragged down. Staples and industrials also lower okay. Write down a few more earnings including zoom in box. We'll bring those to you as we do get them in the meantime. Do you want to take a look at some stocks that were higher today in the S&P 500. The best performer was Moderna up 14% this after last week's rally. Shares cruising higher this year, but still down just about 60% from those 2021.
哪些板块下跌了?能源。我们知道油价下跌约5%。所以那些能源股被拖累。必需消费品和工业股也下跌了。好的。再记下一些财报,包括Zoom和Box。我们会在收到后为您播报。与此同时,你想看看今天标普500中上涨的一些股票吗?表现最好的是Moderna,上涨14%,这是在上周反弹之后。股价今年一路走高,但仍比2021年下跌了约60%。
Highs all time highs in the Covid world. Uh, shares actually moved higher today as a result of what happened last week. Wolf. Research out with a note upgrading the company to pure perform from underperform, citing the success of its melanoma vaccine trial analyst Alexandria Hamann saying the positive trial results de-risk the platform for Moderna. Shares of Moderna up the best performer in the S&P 14% today. Also taking a look at shares of Nvidia.
高点,即新冠疫情时期的历史高点。嗯,由于上周发生的事情,股价今天实际上上涨了。Wolf Research发布了一份报告,将公司评级从跑输大盘上调至跑赢大盘,理由是黑色素瘤疫苗试验成功。分析师Alexandria Hamann表示,积极的试验结果降低了Moderna平台的风险。Moderna股价今天上涨14%,是标普500中表现最好的股票。另外再看看Nvidia的股价。
Ahead of that report tomorrow. Nvidia shares higher this year by about 14%, so outperforming the S&P 500 are up 2.2% today. This is the biggest increase. Uh or excuse me this is the this is an increase based on the today's move up more than 2%. Um, the big question tomorrow, what is the state of the AI industry? Yes, there's other ways we can look, but Nvidia is still the big player. What are the companies efforts to remain at the center of the AI frenzy?
在明天那份报告之前。英伟达股价今年上涨约14%,表现优于标普500指数,今日上涨2.2%。这是最大的涨幅。呃,或者抱歉,这是基于今日涨幅超过2%的上涨。嗯,明天的大问题是,人工智能行业的状况如何?是的,还有其他方式可以观察,但英伟达仍是重要参与者。该公司如何努力保持在人工智能热潮的中心位置?
And finally, one of the most actively traded stocks today, resolve AI. It's a company with a market cap just shy of about $2 billion. Shares were up more than 21% today. We can go ahead and round that up. The company did say Google has selected its proprietary distributed database technology for deployment at the infrastructure level within Google Cloud. It marks the platform's first major commercial deployment. Investors cheering that news shares up close to 22% today.
最后,今日交易最活跃的股票之一是Resolve AI。这家公司市值略低于20亿美元。今日股价上涨超过21%。我们可以四舍五入。该公司表示,谷歌已选择其专有分布式数据库技术,部署在谷歌云的基础设施层面。这标志着该平台首次重大商业部署。投资者对这一消息欢呼,今日股价上涨接近22%。
While there were a few names in the red as we closed out following that closing bell, I'm taking a look at shares of Dick's Sporting Goods. A brutal day for this company. Shares of the company down about 31% on the day. That's the worst day ever for Dick's Sporting Goods and its lowest level since 2023. This all comes after the Foot Locker chain that it acquired last year, showing that it's continuing to struggle and really raising broader doubts about the sneaker in the sneaker market, the sneaker industry.
收盘钟声响起时,虽然有一些股票下跌,但我关注的是Dick's Sporting Goods的股价。这家公司经历了残酷的一天。该公司股价当日下跌约31%。这是Dick's Sporting Goods有史以来最糟糕的一天,也是自2023年以来的最低水平。这一切都发生在去年收购的Foot Locker连锁店之后,显示其仍在挣扎,并真正引发了对运动鞋市场、运动鞋行业的更广泛质疑。
The company is saying that the footwear market has become increasingly promotional last quarter. That's after brands upped discounting on their own websites, and the company is seeing a shift to brands like Uggs and Birkenstock. If you take a look at shares of Nike also falling down about 3%, uh, After the closing bell. And we know Nike is a supplier to both Dick's Sporting Goods and Foot Locker, so certainly seeing some investors shifting out of that name.
该公司表示,上个季度鞋类市场促销活动日益增多。此前,各品牌在自己的网站上加大了折扣力度,该公司看到消费者转向Uggs和Birkenstock等品牌。如果你看看耐克的股价,收盘后也下跌了约3%。我们知道耐克是Dick's Sporting Goods和Foot Locker的供应商,所以肯定看到一些投资者撤出该股。
What was the last time you were in a Foot Locker and or Melinda? I was just talking about this earlier with Tim. I can't remember the last time I was in a Foot Locker or the last time I was in Dick's Sporting Goods. Wow. I tend to be a huge in New York. Yeah, well, Dick's is big. And the thing it's like we talk about this idea of a company. When they made this announcement, uh, back in 22, early 2025, May of 2025, it was pretty widely derided.
你上次去Foot Locker是什么时候,或者Melinda?我刚才和Tim讨论过这个。我不记得上次去Foot Locker是什么时候,也不记得上次去Dick's Sporting Goods是什么时候。哇。我在纽约时往往是个大客户。是的,嗯,Dick's很大。问题是,我们谈论的是公司的这种想法。当他们宣布这个消息时,呃,在2022年,2025年初,2025年5月,这遭到了广泛的嘲笑。
I mean, Dick's was growing. It was growing 4 or 5, 6% on a comp sales basis. Uh, Foot Locker was shrinking. Uh, it had a negative sign in front of its comp sales number, and everybody said, why would you buy this company? And now here we are, uh, more than a year later and, well, those questions are still being asked. I mean, we had Anthony G. On from Luke Capital, who? Yeah, I mean, he was pretty blunt, Emily. And he basically said, I don't know what the heck they're doing.
我的意思是,Dick's 当时在增长。它的同店销售额增长率约为4%到5%、6%。呃,Foot Locker 则在萎缩。呃,它的同店销售额数字前面有个负号,大家都说,你为什么要买这家公司?而现在,一年多过去了,呃,这些问题仍然在被问起。我是说,我们请来了 Luke Capital 的 Anthony G.,谁?是的,我的意思是,他相当直率,Emily。他基本上说,我不知道他们到底在干什么。
Yeah, I'm clean it up family friendly. And you have to you have to remember to like how much of this is also just due to that weakening consumer. We do have some earnings though. Remain. Yeah. But to get to let's zoom in on zoom Communications. Uh, in the most r
是的,我把它说得更文雅些,适合家庭观众。而且你必须记住,这其中有很大一部分也是因为消费者疲软。不过我们确实还有一些财报要发布。是的。但为了聚焦,让我们仔细看看 Zoom Communications。呃,在最近的……
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