美敦力收购机器人公司，Fervo获谷歌400兆瓦地热订单
Medtronic Deal; Fervo Climbs; Micron Shares Slip | Stock Movers
涵盖医疗、能源、半导体及AI算力链的多项重大并购与订单落地，直接关联相关标的估值逻辑与供应链预期，建议关注美敦力、Fervo及HUT 8后续走势。
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The Stock Movers Report, [music] 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 [music] move today. I'm Nathan Hager joined by Bloomberg's Dan Curtis, starting us off with a stock that's moving on earnings and deal news all at once. Good morning, Dan.
《股市异动报告》，[音乐]为您汇总在股市中采取行动的公司，利用彭博数据的强大力量。让我们来看看今天[音乐]处于变动中的股票。我是内森·黑格，与彭博的丹·柯蒂斯一起，首先关注一只因财报和交易消息而波动的股票。早上好，丹。
Good morning. That's right. We have a lot to go through with Medronics ticker MDT. The shares are up 5% in the pre-market as the medical device company posted fiscal first quarter top and bottom line figures that came in above estimates. The company also lifted the bottom end of its fullear EPS estimates. That's narrowing guidance towards the upper end of the previous outlook. And as you said, we got some uh some deals going on with this company.
早上好。没错。我们需要深入探讨美敦力（Medtronic），代码MDT。该股盘前上涨5%，因为这家医疗器械公司公布的财年第一季度营收和净利润均高于预期。该公司还上调了其全年每股收益（EPS）预测的下限。这意味着其指引范围向此前展望的上限收窄。正如你所说，我们得知该公司有一些交易正在进行。
So Metronic announced a binding agreement with Cornerstone Robotics valued around $700 million. It grants Metronic the rights to distribute cornerstones sent surgical system in select markets outside of the US. It also said it will make a strategic investment of up to $80 million in picardia and it's expected to become the exclusive global commercial distributor of the shortcut device in 2027. That's basically something used to prevent coronary artery blockages.
因此，美敦力宣布与Cornerstone Robotics达成价值约7亿美元的具有约束力的协议。该协议授予美敦力在美国以外的选定市场分销Cornerstone Sent手术系统的权利。该公司还表示，将对Picardia进行高达8000万美元的战略投资，并预计将于2027年成为Shortcut设备的独家全球商业分销商。这基本上是一种用于预防冠状动脉阻塞的设备。
It's also said in terms of strategy it aims to complete diabetes unit separation before year's end. So, that news has pushed the stock up 5% in the pre-market.
此外，据称在战略方面，其目标是在年底前完成糖尿病业务部门的分拆。因此，这一消息推动该股盘前上涨5%。
And we've got some more deal news that's got Fervo Energy popping even more, Dan.
我们还有一些更多的交易消息，让Fervo Energy进一步飙升，丹。
Yeah. So, FRVO is up 15% in the pre-market. This is a geothermal company and it has signed an agreement to provide Google with nearly 400 megawatts of electricity according to Wall Street Journal. Fervo is said to begin selling power in 2028 from uh its project in southwestern Utah. The power would go to a Google data center in the state, although the company has yet to determine the exact location of where it will put that data center.
是的。FRVO盘前上涨15%。这是一家地热能公司，据《华尔街日报》报道，它已签署协议，向谷歌提供近400兆瓦的电力。据悉，Fervo将从其在犹他州西南部的项目中于2028年开始售电。这些电力将供应给该州的一个谷歌数据中心，尽管该公司尚未确定数据中心的准确位置。
And this has the potential to be FVO's largest deal ever. The report also said that Google has the option to expand the agreement by about 600 megawatts in the next four years. So there's a chance for Fervo to add capacity into Google systems.
这可能成为Fervo有史以来最大的交易。报告还称，谷歌有权在未来四年内将协议规模扩大约600兆瓦。因此，Fervo有机会向谷歌系统增加容量。
Okay, so we've got uh some individual movers moving higher in the health space and in energy, but tech stocks are leading the declines this morning. It looks like Micron's a big reason for that.
好的，所以我们有健康领域和能源领域的个别个股走高，但科技股今早引领下跌。看起来美光（Micron）是其中的主要原因。
Yeah. So, Micron is weighing on the markets uh before trading. That is down nearly 2% in ticker MU. This is one of the big three memory companies. And right now, labor unions in Taiwan, which represent about twothirds of workers are threatening to strike. According to a report by Reuters, the dispute comes over bonus payments. And this has been a big year for memory makers where they've seen record demand amid uh all the AI buildout.
是的。因此，美光科技（Micron）在盘前交易中拖累市场，其股票代码为 MU，股价下跌近 2%。这是三大内存公司之一。目前，代表约三分之二工人的台湾工会威胁要罢工。据路透社报道，此次纠纷源于奖金支付问题。对于内存制造商而言，今年是不平凡的一年，因为在人工智能建设热潮中，他们见证了创纪录的需求。
Micron responded to Reuters's request for comment saying performance bonus payout would be the highest in the company's history and the company would dialogue with employees through existing channels. And a lot of this follows similar moves at Samsung and SKH. In May, Samsung struck an 11th hour deal to avert a strike. It paid out over 26 billion across the chip division employees. SKH still in the midst of negotiation.
美光回应路透社的置评请求时表示，绩效奖金发放将是该公司历史上最高水平，公司将通过现有渠道与员工进行对话。许多此类举措也效仿了三星和 SK 海力士的做法。5 月，三星在最后时刻达成一项协议以避免罢工，向芯片部门员工支付了超过 260 亿美元。SK 海力士仍在谈判中。
So paying out the employees over this record uh year is something that these memory companies are now heavily having to grapple with.
因此，在这个创纪录的年份向员工发放奖金，是这些内存公司现在必须全力应对的问题。
Just time to tell us what's going on with HUT 8. This looks like another AI trade.
请告诉我们 HUT 8 的情况。这看起来像是另一笔人工智能相关的交易。
It is and this one's a little bit complicated so bear with me on this. The end result though, I'll just tell you off the bat is HUT uh 8 tra is up 2% in the pre-market and the data center companies involved in a $35 billion deal. That's according to the Wall Street Journal. The report is that Anthropics has signed a cloud computing deal with Nvidia backed cloud provider Lambda. The deal is a bit uh complicated, but essentially Anthropic is paying Lambda $35 billion to secure compute.
确实如此，而且这笔交易有点复杂，请稍安勿躁。不过我一开始就告诉你结果：HUT 8 在盘前交易中上涨 2%，涉及一家数据中心公司与 Lambda 达成一笔 350 亿美元的协议。据《华尔街日报》报道，Anthropic 已与英伟达支持的云服务商 Lambda 签署了云计算协议。该协议有些复杂，但本质上 Anthropic 向 Lambda 支付 350 亿美元以锁定算力。
Lambda uses the proceeds to buy Nvidia chips. It operates them [music] as a cloud service.
Lambda 将所得款项用于购买英伟达芯片，并将其作为云服务运营。[音乐]
The Stock Movers Report from Bloomberg Radio. Check back with us throughout [music] the day for the 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 CarPlay and Android Auto with the Bloomberg Business App.
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