美股异动：Minimax涨、MediaTek涨停、Shein首日跌
Minimax Gains, MediaTek Jumps, Shein Drops | Stock Movers
涵盖MiniMax、MediaTek与Shein三只关键标的的实时行情与驱动逻辑，提供跨市场（中/台/港）个股动态与资金偏好切换线索，适合关注相关资产的投资从业者留意。
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The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. Well, let's take a look at some stocks on [music] the move today in Asia. I'm Steven Carroll and I'm joined by Bloomberg's markets reporter, Anthony Stevens. [music] Anthony, good morning. Let's start in China at a jump in shares of makers of short AI videos. Is this you driving all of this?
《股市动向报告》，为您汇总在股市中采取行动的公司，利用彭博数据的力量。好，让我们来看看今天亚洲市场[音乐]正在变动的股票。我是史蒂文·卡罗尔，我与彭博的市场记者安东尼·史蒂文斯一起做客。[音乐]安东尼，早上好。让我们从中国开始，关注短人工智能视频制作商股票的飙升。这是你在推动这一切吗？
We did touch on it yesterday that this is becoming a really popular theme in China that's driving content creation. People just need to come up with a story or a skit and they can make a big movie out of it. Right. Uh and that's helping the shares of Mango Media which is up 20% which is limit up in China for the second day running as Chinese AIdriven video makes it to the national video awards. So it's it's hit the big time. uh and that's list lifting miniax which is one of the listed uh LLM plays in the video space.
我们昨天确实提到了这一点，这在中国正成为一个非常流行的主题，推动了内容创作。人们只需要构思一个故事或小品，就能将其制作成一部大片。没错。嗯，这有助于芒果传媒（Mango Media）的股价上涨20%，在中国连续第二天涨停，因为中国的人工智能驱动视频入围了国家视频奖项。所以它确实火了。嗯，这也带动了迷你轴（Miniax）的上涨，它是视频领域上市的大型语言模型（LLM）标的之一。
Miniax is up four and a half% it was up double figures yesterday. Uh and the CEO was very bullish on her interview on Bloomberg TV. This trend really bears watching because the biggest player in the trend is not even listed which is of course bite dance the maker of Tik Tok.
迷你轴（Miniax）上涨了4.5%，昨天涨幅超过两位数。首席执行官在接受彭博电视台采访时表现得非常看好。这一趋势确实值得关注，因为该趋势中最大的参与者甚至没有上市，那当然是字节跳动（ByteDance），即TikTok的制造商。
Yeah indeed it'll be a very interesting one to think about uh in terms of an evolution in the media space as well. Let's go to Taiwan next and media tech shares in focus after the big investment from Nvidia.
是的，确实如此，从媒体空间演变的角度来看，这将是一个非常有趣的话题。接下来我们去台湾，媒体科技股在英伟达的大额投资后受到关注。
Well, all these AIdriven cat videos are causing a huge demand for computer processing power and in that line of thinking uh we have Jensen Huang and Nvidia buying a stake in uh in MediaTek which is one of the biggest makers of custom silicon uh so the silicon that is engineered for you know very typical tasks uh related to AI um around inferencing. So that stock is limit up again in Taiwan up 9.9% and this is the biggest stock outside TSMC and it's part of this kind of renaissance in in Taiwan of the stocks that are not named TSMC uh that have helped lift Taiwan up through the July markdown uh names including Acton Wy and Zending which are not really household names but have real retail favorites around the AI server space.
好吧，所有这些人工智能驱动的猫咪视频导致了对计算机算力的巨大需求，基于这种思路，杰森·黄（Jensen Huang）和英伟达（Nvidia）购买了联发科（MediaTek）的股份，联发科是最大的定制芯片制造商之一，也就是为与推理相关的典型人工智能任务设计的芯片。因此，该股在台湾再次涨停，上涨9.9%，这是台积电（TSMC）之外最大的股票，这也是台湾非台积电名称股票复兴的一部分，这些股票帮助台湾度过了7月的下跌行情，包括台积电（Acton Wy）和精鼎电子（Zending）等名字，它们虽然不是家喻户晓的名字，但在AI服务器领域拥有真正的散户投资者青睐。
These names are all up around 8 to 7%. Yeah, I think it's an important thing to note is shares in Taiwan, not named TSMC, an unusual time to perhaps talk about them when we focus so much on the moves that we've seen in that particular company. And we're going to come back to Hong Kong now and Shien's first day on the stock market. It's not going great. Yeah. And that speaks to the fact that it had all of these concerns into the IPO itself.
这些股票的价格都上涨了7%到8%左右。是的，我认为需要指出的一点是，这里讨论的是台湾的台积电（TSMC）以外的其他公司，在我们如此关注这家特定公司股价波动的时候，谈论它们可能有些不合时宜。现在我们将回到香港，看看SHEIN上市的第一天。情况并不理想。是的。这也说明了它在IPO过程中存在诸多担忧。
Right. The story of this company has changed from being a technology supply chain innovator to being basically just another fast fashion company. And a lot of its competition in the time since it wanted to list in 2023 and the time that it has list have kind of copied a lot of its innovations or kind of kept up with them. So if you think about Zara and Inditex or Uniqlo and fast retailing these shares up triple digits in that time period.
没错。这家公司的故事已经从一家科技供应链创新者转变为基本上只是一家普通的快时尚公司。自2023年它计划上市以来，直到如今上市，它的许多竞争对手已经模仿了它的许多创新举措，或者至少跟上了它们的步伐。所以如果你想想Zara和Inditex，或者优衣库（Uniqlo）和迅销集团（Fast Retailing），在这段时间里它们的股价都上涨了三位数。
So that makes the fact that Shin's uh IPO performance is a down 5% print really quite uh sobering. Uh and that is including the performance that comes from the fact that Hong Kong has a IPO stabilization mechanism. Right? So in the first month of trading in Hong Kong, you're not really getting a free uh kind of performance as this green shoe in Hong Kong is used to stabilize the stock. Uh by comparison, you have fast retailing even today is only down 1.6%.
因此，SHEIN的IPO表现下跌5%，这一数据确实相当令人清醒。这其中包括了香港IPO稳定机制带来的影响。对吧？所以在香港交易的首月，你并不能真正获得自由的表现，因为香港的绿鞋机制被用来稳定股价。相比之下，迅销集团（Fast Retailing）至今仅下跌1.6%。
Yeah. Yeah, I mean what does this mean for the Hong Kong market? Because there much was made of the fact that Shien looked at London and looked at Hong Kong or looked at New York as well before settling uh on Hong Kong partly due to the regulatory push back that they were getting in other parts of the world as well. But does having Shien list in Hong Kong is that a big boost for the market?
是的。是的，我的意思是，这对香港市场意味着什么？因为人们广泛讨论的是，SHEIN在最终选择香港之前，曾考虑过伦敦、香港以及纽约，部分原因是它们在世界的其他地区也面临着监管阻力。但是，让SHEIN在香港上市会对市场带来多大的提振呢？
In Hong Kong, the the focus is very much on AI. the sheen missed its moment uh if I dare say so when it was the big buzzy darling of the consumer economy in China uh since then you know Alibaba has caught up with its Tao platform uh PDD has caught up with its demo platform uh video uh sales have caught up in a really big way on the bite dance Tik Tok shopping platform so the Chinese retail market has innovated past where Sheen is and now Sheen is just another company in a long line of companies people are paying up for the innovation in the in the AI space.
在香港，焦点非常集中在人工智能（AI）上。如果我不客气地说，SHEIN错过了它的时机。在它作为中国消费市场热门宠儿的时候，阿里巴巴的淘宝平台已经迎头赶上，拼多多的Temu平台也追了上来，视频销售也在抖音（TikTok）购物平台上取得了巨大的进展。因此，中国零售市场已经超越了SHEIN的创新水平，而现在SHEIN只是众多公司中的一员，人们正在为人工智能领域的创新支付溢价。
So for example, Z.AI, it IPOed a $500 million IPO and came back to market for $4 [music] billion follow on block. That's where the demand is in Hong Kong. The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the [music] latest roundup of companies making news on Wall Street. And for the latest market moving headlines, listen [music] to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple [music] CarPlay and Android Auto with the Bloomberg Business App.
例如，Z.AI 进行了5亿美元的IPO，随后又回到市场完成了40亿美元的后续大宗交易。这就是香港的需求所在。这是彭博电台的股市异动报告。请在一天中持续关注我们的报道，获取华尔街企业新闻的最新汇总。如需了解最新的市场动态头条，请收听彭博电台直播。我们也在YouTube、Bloomberg.com以及通过彭博商业应用支持Apple CarPlay和Android Auto的平台与您见面。
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