亚洲股市：联发科涨、信达生物跳升、伍德赛德跌
MediaTek Rises, Innovent Jumps, Woodside Falls | 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 some stocks on the move [music] today in Asia. I'm Steven Carroll with Caroline Heepker and we're joined by our markets reporter Anthony Stevens. Anthony, let's start perhaps almost every day it seems with technology. custom chips a big focus with the OpenAI buildout. How's that playing out in the Asian session today?
《股票动向报告》，为您汇总利用彭博数据在股市中有所动作的公司。让我们看看今天亚洲市场上的一些股票动态[音乐]。我是史蒂文·卡罗尔，与卡罗琳·希普克一起，还有我们的市场记者安东尼·史蒂文斯。安东尼，让我们先从几乎每天都会涉及的技术说起。定制芯片是OpenAI建设中的一个重点。这在今天的亚洲交易时段表现如何？
That's a very interesting combination going into Nvidia earnings. You have one of Nvidia's biggest customers coming out with competitive chips. Now, OpenAI's chips are supposedly addressing the inference problems around uh LLM models like like it has itself. So, it's also solving problems for other LLMs. And why that's interesting is this custom chip uh trend continues to accelerate even as Nvidia's own chips are sold out.
这是一个非常有趣的组合，正值英伟达财报发布之际。英伟达最大的客户之一推出了竞争性芯片。现在，OpenAI的芯片据称解决了像它自身那样的LLM模型的推理问题。所以，它也在为其他LLM解决问题。有趣的是，即使英伟达自己的芯片已经售罄，这种定制芯片的趋势仍在加速。
So at the moment there's pretty much insatiable demand for anything regarding computing power. But how far that runway extends is a big question in the Nvidia earnings. But for now that's enough for investors in Asia with the runway in Taiwan and Korea very clear. You have the likes of uh of MediaTek up 5.6% 6%. Lagan is up limit up. Uh and Samsung and Heinix continue their two-day rally. They started off very weak yesterday and they've rallied around 6% in a straight line.
目前，对任何涉及计算能力的需求几乎是无法满足的。但这条跑道能延伸多远是英伟达财报中的一个重大问题。不过目前，这对亚洲投资者来说已经足够了，因为台湾和韩国的跑道非常清晰。像联发科上涨了5.6%到6%。力旺涨停。三星和SK海力士继续两天的涨势。它们昨天开盘非常疲软，然后直线反弹了约6%。
H interesting. Pharmaceutical shares are also on the rise. What's driving that?
有趣。制药股也在上涨。是什么推动了这一趋势？
So this speaks to like a a new dawn in terms of drug development across a few technologies that's been brewing for a while. So you have had that uh mRNA technology that came out during COVID now finally being put to use for other things most notably uh skin cancer in the case of MR of Mona. Mona was up 14% overnight and that's pretty much got all of the mRNA plays in Asia flying. Uh most notably Canino who again made the vaccines uh during COVID that's up 23% to start and there have also been some pretty strong earnings out of the Chinese farmer names like in Sinobioparm and Inovvent which are being boyed by the Chinese success in the oncology space.
这反映了药物开发领域在几项技术上迎来新曙光，这一趋势已经酝酿了一段时间。COVID期间出现的mRNA技术现在终于被用于其他用途，最显著的是莫德纳在皮肤癌方面的应用。莫德纳隔夜上涨了14%，这几乎让亚洲所有mRNA相关股票都飞涨。最值得注意的是，在COVID期间也生产疫苗的康希诺，开盘上涨了23%，此外，中国药企如中国生物制药和信达生物也发布了相当强劲的财报，它们受到中国在肿瘤学领域成功的提振。
Inovven for example is up 9% today.
例如，信达生物今天上涨了9%。
Uh meanwhile the drop in oil prices is having an effect on energy shares across Asia.
与此同时，油价下跌正在对亚洲各地的能源股产生影响。
It has been interesting right on as oil tracked higher the oil shares you know did keep up because um margins on fuel products are quite tight at the moment. The production capacity is quite tight. So people did pile in to these oil names and now this shock kind of drop in oil on the talks of Pakistan and Oman mediating a ceasefire. Uh it has really rocked positioning. You're seeing Woodside down almost 4%. Inos in Japan is underperforming the market sharply down 2%.
有趣的是，随着油价走高，石油股确实跟上了，因为目前燃料产品的利润率相当紧张。生产能力也很紧张。所以人们纷纷涌入这些石油股，而现在由于巴基斯坦和阿曼调解停火的谈判，油价出现这种冲击性下跌，确实动摇了持仓。你会看到伍德赛德下跌近4%。日本的INPEX表现明显逊于市场，大跌2%。
Uh and ESA innovation is drastically underperforming the Korean bull market. It's down 9%.
嗯，ESA Innovation的表现也大幅落后于韩国牛市，下跌了9%。
Yeah. Uh very uh interesting, isn't it? in terms of oil markets. I mean, I'm just kind of going back to the pharmaceutical story though that you mentioned um and Maderna's share price last week spiking that that huge number 177%. I mean, it was extraordinary, wasn't it? The kind of idea of personalized vaccines and this in that late stage trial being able to maybe uh reduce the recurrence of melanoma of this kind of deadliest skin cancer.
是的，这非常有趣，不是吗？就石油市场而言。不过，我想回到你提到的制药新闻，莫德纳上周股价飙升，涨幅高达177%。这真是非同寻常，不是吗？个性化疫苗的概念，以及晚期试验可能减少黑色素瘤（这种最致命的皮肤癌）复发的可能性。
I mean, yeah, it's hugely significant, isn't it? Um, briefly Anthony, what do you think of the best sense story about bond buybacks? I mean, this is the big debate in bond markets, isn't it? How much of a put is there in markets and the size and scale of the US Treasury market? What do you think of it?
确实，这意义重大，不是吗？安东尼，简单说说你对债券回购新闻的看法？这是债券市场的大辩论，不是吗？市场中有多少支撑，以及美国国债市场的规模和范围？你怎么看？
There there are two uh separate debates going on here. The first debate is how long can he pull this off for? How sustainable is it versus the pure fundamentals of the US economy? And on that front you had Stanley Draken Miller saying that it's not long-term feasible and so many others right who point to the fact that the structural deficit in the US is the big problem uh pushing on yields alongside the kind of deluge of AI debt that's coming as well but on the short uh the short-term side of things he is leaning into a very crowded trade so he's he may be trying to just trigger a short squeeze right you have very extended positioning in ultra long bond futures you have very extended positioning in options on the same trade uh while you know yields are quite high and you do have real money that needs to put to work to be put to work at those yield levels.
这里有两个独立的辩论。第一个辩论是，他能维持多久？相对于美国经济的纯粹基本面，这有多可持续？在这方面，斯坦利·德鲁肯米勒表示这不是长期可行的，还有很多人指出，美国的结构性赤字是大问题，推高了收益率，同时还有即将到来的大量AI债券发行。但在短期方面，他正在押注一个非常拥挤的交易，所以他可能只是想触发一次空头挤压。你看，超长期债券期货的持仓非常极端，同一交易的期权持仓也非常极端，而收益率相当高，确实有实钱需要在这些收益率水平上投入运作。
So he may just be needing to trigger a short squeeze to get what he wants while the situation with Iran is being worked out. So in terms of timing it's very kind of a a nuance thing for people putting on this trade. You [music] can put it on structurally uh and but you need to have the risk tolerance to let it run for a little while. The Stock [music] Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies [music] making news on Wall Street.
因此，他可能只是需要触发一次空头挤压来达到他的目的，同时伊朗局势正在解决中。所以在时机上，这对进行这项交易的人来说是一个非常微妙的事情。你可以从结构上建立这个头寸，但需要有足够的风险承受能力让它运行一段时间。来自彭博电台的股票动态报告。全天随时回来查看我们，获取华尔街最新公司新闻汇总。
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