戴尔上调全年营收预期，GitLab大涨20%，MongoDB跌14%
Dell Shares Rise; GitLab Jumps; MongoDB Slumps | Stock Movers
涵盖多家关键科技与能源公司的最新财报及指引变动，直接反映AI算力需求与数据库行业增速分化，对配置相关标的有参考价值。
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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 [music] on the move today. I'm Nathan Hager, joined by Bloomberg's Dan Curtis, starting us off with the news confirmed for Chevron. A major investment announced in Venezuela. How's it moving the stock, Dan? Good morning. Morning, Nathan. The stock is up about half a percent under ticker CVX.
《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。让我们来看看今天一些正在变动的股票[音乐]。我是内森·黑格（Nathan Hager），与彭博的丹·柯蒂斯（Dan Curtis）一起，首先带来雪佛龙确认的消息。该公司宣布在委内瑞拉进行一项重大投资。丹，这对股价有何影响？早上好。早上好，内森。股票代码为CVX的雪佛龙股价上涨约0.5%。
And that's right, it's a monumental deal this morning as the oil major plans to invest $7 billion over the next 5 years to more than double the oil production in Venezuela. This is the largest outlay uh to uh work the country's oil field since the US special forces seed former leader Maduro in January. And CEO Mike Worth said in an interview, the company has significant protections built into the deal to safeguard its investments.
没错，这是一项重大的交易。这家石油巨头计划在未来五年内投资70亿美元，使委内瑞拉的石油产量增加一倍以上。这是自美国特种部队在1月支持前领导人马杜罗以来，对开发该国油田的最大支出。首席执行官迈克·沃思（Mike Wirth）在采访中表示，该协议已内置了重要的保护措施，以保障其投资安全。
The company uh won rights to develop the two oil giants. So, it's expecting to be producing 600,000 barrels a day from that country within 5 years. That's over twice the current levels that it's outputting from there.
该公司获得了开发这两个大型油田的权利。因此，预计五年内其从该国的日产量将达到60万桶。这超过了目前从该国产出的水平的两倍多。
All right, let's move on to the stock that is moving up in a big way on earnings. One of the uh big stories we were looking forward to this week and investors seem to like what they're seeing from Dell.
好的，让我们转向另一只因财报而大幅上涨的股票。这是我们本周期待的重大故事之一，投资者似乎对戴尔的表现感到满意。
Yeah, Dell delivered. The company is boosting its fullear sales forecast by 25 billions. That's to $192 billion. Nearly 40% of those sales are seen coming from AI servers, which would be a threefold increase from the prior year. The Dell CEO noted on the call that in the past two quarters, it generated nearly as much revenue from traditional servers and networking as it has in any full year of the company's history.
是的，戴尔交出了令人满意的答卷。该公司将其全年销售额预测上调了250亿美元，达到1920亿美元。其中近40%的销售额预计将来自AI服务器，较上一年增长三倍。戴尔首席执行官在电话会议中指出，在过去两个季度中，其传统服务器和网络业务产生的收入几乎与公司历史上任何一整年的收入相当。
So, it shows both these AI servers and the traditional uh product is very much in demand. And the company ended the second quarter with a backlog of $95 billion in AI servers alone. So that's really helping to boost the shares up nearly 9%. It's the company's fifth straight quarter of issuing a fullear sales outlook above estimates. And this also has the company uh HP Hilipacker Enterprises rising in sympathy this morning.
这表明无论是AI服务器还是传统产品都非常受欢迎。该公司第二季度末仅AI服务器的积压订单就高达950亿美元。这确实推动股价上涨了近9%。这是该公司连续第五个季度发布高于市场预期的全年销售展望。这也带动了惠普企业公司（HP Enterprise）今早同步上涨。
That's up 5%. It's reporting after the bell. So that's another name that we should that we are watching all day and in the aftermarket.
惠普企业上涨了5%。它将在盘后公布财报。因此，这是另一个我们全天以及盘后都要关注的名字。
Yeah, certainly. We're watching uh GitLab. It's seeing even bigger of a pop, Dan.
是的，当然。我们正在关注GitLab。它的涨幅甚至比戴尔还要大，丹。
Yeah, 20%. It's massive under ticker GTLB. This company is a development and IT operations platform. It posted a second quarter top and bottom line beat. The company achieves achieved its largest gross bookings for a quarter ever and say saw a rise in large contracts, a 150% increase in deals worth half a million dollars or more. So, that really has a lot of excitement around the company this morning. It's lifting its fullear revenue and sales outlook and it's reversing the trend.
是的，涨幅20%。在股票代码GTLB下，这是一项巨大的成就。这是一家开发和IT运营平台公司。它第二季度营收和利润双双超预期。该公司实现了有史以来最大的季度总预订额，并看到大型合同增加，价值50万美元或以上的交易增长了150%。因此，今天早上围绕该公司的兴奋情绪非常强烈。它提高了全年收入和销售额的预期，并且扭转了之前的趋势。
This company has fallen after results in the past five quarters. So maybe a little bit of tepidness from the market into this results but that is being taken away this morning.
过去五个季度中，该公司在发布财报后股价都曾下跌。所以市场对此份财报可能有些冷淡，但今天早上这种情况正在改变。
Okay. So that's the biggest winner premarket. The biggest loser is MongoDB.
好的。这是盘前涨幅最大的股票。跌幅最大的是MongoDB。
Yeah. Ticker MDB. It is down 14%. It's a database software company. It beat second quarter top and bottom line estimates. It raised its fullear uh estimates as well but it is still falling and the growth in the company's Atlas database uh uh product. It's a a database as a service product. It was seen coming in below elevated expectations. It was 29% growth for the fifth straight quarter. So it hasn't been able to reacelerate growth.
是的。股票代码MDB。它下跌了14%。这是一家数据库软件公司。它第二季度的营收和利润均超出预期。它还上调了全年估计值，但股价仍在下跌，其Atlas数据库产品的增长低于较高的预期。Atlas是一款数据库即服务产品。连续第五个季度的增长率仅为29%。因此，它未能重新加速增长。
So that is kind of leading into this comeback this morning. And also leading into causing the the pullback is that the shares closed yesterday up nearly 100% from the April low. So there's been a lot of expectation into the earnings. The market is pulling back from that a little bit and Barclays did note that the recent rally was on hope that uh the MongoDB would be the next AI acceleration story in the infrastructure software, [music] but Atlas shows the hope did not play out at least in the short term.
因此，这也是今天早上反弹的原因之一。导致回调的另一个原因是，该股昨日收盘价较4月低点上涨近100%。因此市场对财报抱有较高期望。市场对此有所回落，巴克莱银行也指出，最近的反弹是出于希望MongoDB能成为基础设施软件领域的下一个AI加速故事[音乐]，但Atlas的表现表明这种希望在短期内并未实现。
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