HPE上调销售预期，Snowflake财报超预期涨超20%，博通跌4%
HPE Lifts Sales Forecast, Snowflake Jumps on Revenue, Broadcom Slips | Stock Movers
涵盖三只关键科技股最新财报与指引变动，直接影响AI算力链估值逻辑与短期交易策略，建议关注相关标的走势。
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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。
I'm Tim Stanc along with Lisa Mateo. Let's take a look at some stocks on the move today. We're joined by Bloomberg News Equities reporter Arvalisse Bonia Ramos. Arvealiss, I cannot believe it's still earning season.
我是蒂姆·斯坦克，与丽莎·马特奥一起。让我们来看看今天正在变动的股票。我们有幸请到了彭博新闻社股票记者阿尔瓦里斯·博尼亚·拉莫斯。阿尔瓦利斯，我真不敢相信现在还在财报季。
You and me. Yeah, like [laughter]
我也是。是啊，就像[笑声]
you look,
你看，
you know, and you know what? Soon we're going to hear from the banks and then it just starts all over again.
你知道的，而且你知道吗？很快我们就会听到银行的消息，然后一切又重新开始。
It's all over again. Uh well, you were mentioning Broadcom earlier that sticker AVG go weekend. Start with that. Yeah. Shares fell 4% in late uh trading after the company gave a fourth quarter forecast that not only missed analyst estimate but signal that it's getting a slower payoff from the AI boom that some anticipated. Uh the stock was up 6.1% this year through the close. Um worth noting with Broadcom that it had a really difficult summer um after a disappointing outlook uh that sent the shares on a roughly uh 520 billion tail spin since hitting a high in early June. uh and today's outlook and you mentioned this too uh failed to sort of like come to uh measure to the blockbuster forecast that Nvidia gave uh last week uh which according to Bloomberg intelligent analysts set a high sales bar for sure
一切又开始了。嗯，你之前提到了博通，那个贴纸AVG周末。从那个开始吧。是的。在公司发布第四季度预测后，该股在盘后交易中下跌了4%，该预测不仅未达分析师预期，还表明其从人工智能热潮中获得的回报慢于一些人的预期。截至收盘，该股今年迄今上涨了6.1%。值得一提的是，博通在夏季经历了非常艰难的时期，此前令人失望的前景导致自6月初创下高点以来，股价经历了约5200亿美元的暴跌。而今天的展望，你也提到了这一点，未能达到英伟达上周给出的重磅预测水平，据彭博智能分析师称，这确实设定了一个很高的销售基准。
you know what they say comparison is the thief of joy [laughter] so
你知道他们怎么说吗，比较是快乐的贼[笑声]所以
they say that
他们这么说
they do say that I guess it doesn't apply necessarily to
他们确实这么说了，我想这不一定适用于
let's compare a few more
让我们再比较几个
to how investors [laughter] think about different stocks Let's compare. Okay, so yesterday we heard about Dell after the now Hula Packard Enterprise.
看看投资者[笑声]如何看待不同的股票。让我们比较一下。好的，所以昨天我们在惠普企业之后听到了戴尔的消息。
Speaking of comparison,
说到比较，
Exactly. Compare the two.
没错。比较这两家。
I mean, I guess this is what we do every day, too. Um, well, that it's taker uh HPE. A little bit of a whipsom moment with uh HPE um Hila Parker once the report came out, it was up and then all of a sudden it was like a like a harsh turn. Uh but the stock is still trading a little bit lower. They uh reported the third quarter earnings uh beat Wall Street consensus. Uh not only that, but the company uh which is also one of the largest makers of computer equipment boosted its sales outlook for the fiscal year uh saying artificial intelligence uh workloads are driving demand for its servers.
我的意思是，我想这也是我们每天做的事情。嗯，那是惠普企业（HPE）。惠普企业在报告出炉时经历了一段波动时刻，希拉·帕克（注：此处原文为Hila Parker，疑为口误或特定指代，结合上下文应为HPE相关人物或事件，但按规则保留原名或意译公司名，此处根据语境调整为对HPE的描述）的报告一出，股价先是上涨，然后突然来了个急转弯。不过，该股目前交易价格仍略低。他们报告的第三季度盈利超过了华尔街共识。不仅如此，这家也是计算机设备最大制造商之一的公司还提高了财年销售前景，表示人工智能工作负载正在推动对其服务器的需求。
Uh revenue will jump uh 34% 2026 to 2027 and then a little bit of the main point on that um the year that ends in October 27. Um, worth noting also that the stock has more than doubled this year, too.
嗯，收入将从2026年跃升至2027年的34%，然后重点在于截至2027年10月结束的财年。另外值得一提的是，今年该股票也翻了一番以上。
Yeah, that's been remarkable. I mean, up more than 100% going into this print.
是的，这非常引人注目。我的意思是，在本次财报发布前，股价已上涨超过100%。
That is a lot.
涨幅很大。
Yeah.
是的。
Yeah.
是的。
Uh, okay. So, HPE,
嗯，好的。所以，HPE，
we got Packard Enterprise. We we got uh AVGO, Broadcom. What do you up for? What else do you have for us?
我们有惠普企业（Packard Enterprise）。我们还有AVGO，博通（Broadcom）。你还有什么？你还为我们准备了什么？
And then we also have uh ticker SN O W aka Snowflake. Uh shares jumped more than 20% in extended trading after closing at 305.84 cents. that stock had climbed 34% this year through the close. Uh the company raised its outlook for annual sales from a previous May May forecast that top analyst estimates. It also touted to a rapid adoption of AI its AI assisted coding tool. So it's like a different sort of like story.
然后我们还有股票代码为SNOW的Snowflake。在收盘于305.84美分后，该股在盘后交易中飙升超过20%。该股今年通过收盘价已累计上涨34%。该公司将其年度销售预期从此前5月的预测上调至顶级分析师的预期水平。它还吹嘘其AI辅助编码工具的快速采用。所以这是一个不同类型的故事。
One company is doing really well with the AI um narrative. The other one is sort of like seeing um not a lot of like uh gains on that. Um, Barkclay called the This is like first impressions from analysts. Call the the results a very healthy quarter. The Stock [music] Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. [music] And for the latest market moving headlines, listen to Bloomberg Radio Live.
一家公司在AI叙事方面表现非常出色。另一家公司则似乎没有从中获得太多收益。巴克莱（Barkclay）称这是分析师的第一印象。将结果称为一个非常健康的季度。《股市异动》报告来自彭博电台（Bloomberg Radio）。请全天关注我们的最新汇总，了解华尔街上的企业新闻。[音乐] 如需获取最新的市场动态头条，请收听彭博电台直播。
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