AI芯片需求提振亚洲存储股，特朗普电网禁令重挫中国电力设备股
Kioxia Jumps, Z.AI Surges, Hainan Jinpan 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.
《股票异动报告》，为您汇总股市中表现活跃的公司，利用彭博数据的强大力量。
Let's take a look at some stocks on the move today in Asia. I'm Stephen Carroll with Caroline Hepker. And joining us now is our markets reporter Anthony Stevens. Anthony, Nvidia of course the big story on markets globally. In its earnings report though, it identified memory as a bottleneck boosting those firms in trading in Asia today.
让我们看看今天亚洲市场上的一些异动股票。我是斯蒂芬·卡罗尔，与卡罗琳·赫普克一起。现在加入我们的是我们的市场记者安东尼·史蒂文斯。安东尼，英伟达当然是全球市场的重大新闻。但在其财报中，它指出内存是瓶颈，这推动了今天亚洲交易中相关公司的股价上涨。
Yes, it explicitly identified memory as a problem in supply, kind of capping their revenue growth. A number which was anyway coming in at 70% for next year. So, even though that's quite extraordinary, they identified memory shortages as a key problem. And they outlined a pretty punchy forward commitment to buying memory in the realm of 270 billion dollars. And that's provided a lot of visibility for memory stocks in the region.
是的，它明确指出了内存供应问题，这限制了其营收增长。这个数字本来明年就有70%的增长率。所以，尽管这相当惊人，他们还是将内存短缺视为关键问题。他们还概述了对内存采购的相当激进的未来承诺，金额约为2700亿美元。这为该地区的内存股票提供了很大的可见性。
You have Kioxia up 3.7% to lead Japan. And though it's come off a lot from the highest, Samsung and Hynix are still up over a percent. And Nanya Tech in Taiwan is up almost 5%.
铠侠上涨3.7%，领涨日本股市。尽管三星和海力士已从高点大幅回落，但仍上涨超过1%。台湾的南亚科技上涨近5%。
Meanwhile, a whole range of Chinese companies released AI updates, which is also helping to lift shares in hardware companies.
与此同时，一系列中国公司发布了人工智能更新，这也帮助提振了硬件公司的股价。
Yeah, an extraordinary day actually ahead of the Nvidia earnings from the Chinese AI ecosystem. You had Z.ai revealed that it was behind the viral Ox Alpha model. That stock is up 9 and 1/2%. Mini Max almost quadrupled revenue. That stock's up 3%. And then you had pretty decent numbers from Deep Seek as well. 10x'ing their revenue ahead of a potential IPO and ahead of quite a large capital raise. Now, put that together and that's quite a good story for the Chinese hardware sector.
是的，在英伟达财报发布前，中国人工智能生态系统实际上度过了非凡的一天。Z.ai透露它是病毒式传播的Ox Alpha模型背后的公司。该股上涨9.5%。Mini Max营收几乎翻了两番。该股上涨3%。然后Deep Seek也交出了相当不错的成绩单。在潜在的IPO和相当大规模的融资之前，其营收增长了10倍。现在，把这些放在一起，对中国硬件行业来说是个相当好的故事。
Which is rallying quite hard here. 80 bips up on the China X, but underneath there are some very big moves from Victory Giant, Montage, and optical names. Because they make up the building blocks of these server farms uh that all these Chinese LLMs are using.
该行业正在强劲反弹。中国X指数上涨80个基点，但表面之下，胜利精密、澜起科技和光通信类股有非常大的涨幅。因为它们构成了所有这些中国大语言模型所使用的服务器集群的基础组件。
And the announcement by the US president to ban some foreign-made equipment from being used in American power grids is having an effect on some companies in Asia. Tell us more.
美国总统宣布禁止一些外国制造的设备用于美国电网，这对亚洲的一些公司产生了影响。请告诉我们更多。
Yes, so uh Trump's move to ban foreign energy equipment from the grid, especially because the grids are becoming more smart, uh and that involves a lot more communication, and there is a lot of concern around the national security implications of such smart grids being made in other countries. Now, there wasn't any explicit mention of China, but people kind of got the message very quickly. Uh Sichuan Electric was down a 10% limit on uh Hainan Jingong uh smart grid was also down 9%, and Jiangsu Electric is down 8%.
是的，所以特朗普禁止外国能源设备进入电网的举措，特别是因为电网正变得更加智能化，这涉及更多的通信，而且对于在其他国家制造的智能电网的国家安全影响存在很多担忧。现在，虽然没有明确提及中国，但人们很快就领会了这层意思。四川电气跌停，跌幅达10%，海南金功智能电网也下跌9%，江苏电气下跌8%。
Amongst the solar names as well, uh there's been a little solar and battery names, there's also been a little bit of concern of how far they can grow into the US market with this overhang. Uh particularly badly hit is Sungrow Power that makes inverters that go with renewable energy. Uh they're down around 13%, uh and the big ticket uh CATL, which is makes the Tesla batteries amongst all other battery names, uh that's down 2%.
在太阳能领域，也有一些小型太阳能和电池公司，对于它们在美国市场能发展到多大程度，存在一些担忧，因为这一不确定性笼罩着。尤其受到重创的是阳光电源，该公司生产可再生能源配套的逆变器，股价下跌约13%，而大票宁德时代，除了生产特斯拉电池外，还生产其他各种电池，股价下跌2%。
Otherwise, the China X would have been much stronger.
否则，中国X指数本会表现得更强劲。
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