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GoPro宣布并购Starman Optical,股价盘中涨逾50%

GoPro Rallies, Fervo Rises, and Medtronic Gains on Boost to Organic Revenue Outlook | Stock Movers

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GoPro跨界并购属重大资本运作,直接改变资产逻辑;Fervo能源交易具AI基建代表性;美敦力业绩超预期提供基本面验证。建议关注并购整合进展及标的估值变化。

Bloomberg Audio Studios podcasts, radio, news.

彭博音频工作室播客、广播、新闻。

The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.

《股市异动报告》,为您汇总在股市中采取行动的上市公司,充分利用彭博数据的力量。

Let's bring in Carmen Reini now for a check on some stocks on the move. Scarlett Fu and Stacy Vanxmith here with you on Bloomberg Intelligence. Carmen, get us started.

现在让我们请卡门·雷尼(Carmen Reini)来查看一些正在变动的股票。斯嘉丽·傅(Scarlett Fu)和斯塔西·范史密斯(Stacy Vanxmith)与您在彭博情报(Bloomberg Intelligence)连线。卡门,请为我们开始吧。

Yeah, so I'm really looking at a bunch of stocks that are bucking the trend today. First is GoPro. So this is ticker GPRO. This stock is up about 50% right now. It's just shy of a record intraday gain for this company though I think for let me see. Yeah uh on a closing basis it's still on track for a recorded one day jump. So what happened is this morning uh this company entered into a definitive merger agreement with another company called Starman Optical which is a privately held optical photonix company.

是的,所以我今天重点关注一批逆势上涨的股票。首先是GoPro。股票代码为GPRO。该股目前涨幅约为50%。虽然这距离该公司创下的盘中最高涨幅纪录仅一步之遥,但我认为……让我看看。是的,从收盘价来看,它仍然有望创下单日涨幅纪录。事情是这样的:今天早上,这家公司与另一家名为Starman Optical的私人光学光子公司达成了最终合并协议。

Um, so we don't have a ton more information about necessarily what this means, but it looks like it could be a bid actually to kind of go more into the optical space, which is seen actually a a big runup um in revenues because of AI. So interesting move there. GoPro, I think, used to be a much sort of bigger name. The company's gotten pretty small now, but huge jump today, more than 50% intraday. The next stock I'm looking at is FVO Energy.

嗯,所以我们没有更多关于此事具体含义的详细信息,但这看起来可能是一次进军光学领域的尝试,而由于人工智能(AI)的影响,该领域的需求实际上出现了大幅攀升。这是一个有趣的举措。我认为GoPro曾经是一个更大的品牌。如今公司规模已经变得相当小,但今天股价大幅飙升,盘中涨幅超过50%。我关注的下一只股票是FVO Energy。

So this is ticker FRVO. seeing another sort of AI related jump today. The shares are up 22% right now. This is the most uh since the end of July. So, um this is a geothermal developer and it signed a deal to sell almost 400 megawatts of power to uh a Google to Google Alphabetics Google for a prospective data center in Utah. Exactly. Right. So, we're just another really great, you know, infrastructure AI infrastructure trade that we're seeing here in Furbo. shares getting a really nice bump here.

这是代码FRVO。今天也看到了另一波与AI相关的上涨。该股目前涨幅为22%。这是自7月底以来的最大涨幅。嗯,这是一家地热开发商,它签署了一项协议,向Google Alphabetics Google出售近400兆瓦的电力,用于犹他州的一个数据中心。没错。对。所以,我们在Furbo这里看到的又是另一个非常棒的AI基础设施交易案例。股价在这里获得了相当不错的涨幅。

And what else are you looking at this morning?

你今天早上还在关注什么?

Yeah, so last one. So I'm looking at shares of Medronic. This is ticker MDT. And this stock has actually come in a little bit. It was up as much as sort of five five and a halfish percent intraday. It's about 1% um up right now. So that move has come in a little bit, but it had earnings. Um and this is a medical device maker. It boosted its organic revenue forecast for the full year. It also posted adjusted profit and revenue for the fiscal first quarter that beat the analyst average analyst estimate.

是的,最后一个。我在关注美敦力(Medtronic)的股票。股票代码为MDT。这只股票实际上有所回落。盘中涨幅一度达到约5.5%,但目前仅上涨约1%。所以涨幅有所收窄,但它发布了财报。嗯,这是一家医疗器械制造商。它上调了全年有机收入预测。此外,其第一季度经调整利润和营收也超过了分析师的平均预期。

And uh analysts have really uh sort of cheered this report. They said it's a solid beat and raise to start the year. Um Bloomberg Intelligence's own analyst saying um it sounds like this the some of the things that they said should aid a pivot to the company's robotic strategy.

分析师们确实对这份报告表示欢迎。他们说,这是年初以来一次扎实的超预期和上调指引。彭博情报(Bloomberg Intelligence)的分析师也表示,这似乎表明他们提到的一些举措将有助于公司转向机器人战略。

The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market moving headlines, listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business App.

这里是彭博广播的《股市异动》报道。请全天持续关注我们的更新,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,请收听彭博广播直播。我们也在 YouTube、Bloomberg.com 以及通过 Bloomberg Business App 在 Apple CarPlay 和 Android Auto 上与您见面。

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