博通财报指引不及预期，Snowflake营收超预期涨24%
Broadcom and HPE Fall; Snowflake Surge | Stock Movers
涵盖美股科技巨头关键财报数据与前瞻指引变动，直接影响相关标的交易决策与板块资金流向，建议关注财报后的估值重估机会。
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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上市公司，利用彭博数据的强大力量。
Let's take a look at some stocks on the move today. I'm Nathan Hager, joined by Bloomberg's Dan Curtis. Before we get to the biggest winners and losers in the pre-market, we've got to talk about the biggest earnings story of the day, Dan. That would be Broadcom. Uh kind of a complicated picture here. Why is the stock lower this morning?
让我们来看看今天一些正在变动的股票。我是内森·黑格，与彭博的丹·柯蒂斯一起。在我们进入盘前最大赢家和输家之前，我们必须谈谈今天最大的财报故事，丹。那应该是博通。嗯，这里的情况有点复杂。为什么这只股票今天早上下跌了？
Yeah, very complicated. And the stock which trades under ticker AVGO is down about 3% in the pre-market and we've seen a lot of fluctuations after the results came out after the bell stock went down pretty heavily then reversed it was back up. Now we're down 3%. So as you said very complicated. So the fourth quarter outlook uh coming in below estimate. So there's a little bit of a speed bump uh in the road ahead of this company. uh it sees $35 billion in sales in the current quarter.
是的，非常复杂。交易代码为AVGO的股票在盘前下跌约3%，我们看到收盘后结果公布后股价出现了很多波动，股价一度大幅下跌然后反弹，现在又下跌了3%。所以正如你所说，非常复杂。因此，第四季度展望低于预期。所以这家公司前方的道路上有一个小颠簸。它预计本季度销售额为350亿美元。
That was short of the average estimate. However, after that, the next two years, the company then sees rapid expansion uh with uh with results doubling each fiscal year, so quadrupling over two years, which is very robust. And the company's also projecting earnings of $30 a share in fiscal 2028. So again, a few years out, stronger than estimate. So short-term bump, but long-term there looks to be an acceleration. One thing to note though is Broadcom said it sees Anthropic and Open AAI surpassing Google as its biggest customer.
这低于平均预期。然而，在此之后，未来两年，公司将看到快速扩张，每个财年业绩翻倍，两年内翻两番，这是非常强劲的。公司还预计2028财年的每股收益为30美元。所以再次强调，几年后的预期强于估计。所以短期有颠簸，但长期看来会有加速。不过需要注意的是，博通表示，它认为Anthropic和OpenAI将超越谷歌成为其最大客户。
Now both of these companies are in the process of going public which would provide a capital infusion and they may need this cash to pay all of their bills. So you also then have the complication of two IPOs potentially necessary for this company to fulfill all of its uh current estimates for what will happen in the next few years. So when you go out that far, there's a lot of different ways this could go. If it goes smoothly, it looks very strong.
现在这两家公司都在进行上市过程，这将提供资本注入，它们可能需要这笔现金来支付所有账单。所以你还会遇到两个IPO可能对于这家公司履行其对未来几年发生情况的当前估计是必要的复杂性。所以当时间拉得那么远时，有很多不同的发展方式。如果进展顺利，看起来非常强劲。
However, you could get a few bumps in the road.
然而，你可能会遇到一些道路上的颠簸。
Okay. So, that's putting a little bit of a drag on NASDAQ futures this morning. An even bigger drag from HP. Uh this earnings story seems a little more straightforward, Dan.
好的。所以，这对今天的纳斯达克期货造成了一点拖累。惠普造成了更大的拖累。嗯，这个财报故事似乎更直接一些，丹。
Yeah, it is. So, HPE shares are down 4% in the pre-market and the company is failing to live up uh to the hype that existed into the earnings report yesterday morning. We were talking about Dell that had HPE investors enthusiastic into their earnings. however, not quite making it. So, the company beat top and bottom line estimates for the fiscal third quarter. It raved it raised its revenue projections. Gross margins are expected to moderate towards historical levels.
是的，确实如此。因此，HPE 的股价在盘前下跌了 4%，该公司未能兑现昨日早盘财报发布前市场存在的炒作预期。我们之前曾讨论过戴尔，当时 HPE 的投资者对其财报感到兴奋，但结果却不太理想。该公司第三季度的营收和每股收益均超出预估。它上调了收入预测。毛利率预计将向历史水平回归。
So, we're starting to see signs of margin contraction and also data center networking revenue fell 6% and that was driven by supply constraints. That uh particular area of the overall networking segment led the networking uh revenue to miss for the period. That is hope that is weighing on shares this morning.
因此，我们开始看到利润率收缩的迹象，同时数据中心网络收入下降了 6%，这是由于供应限制所致。该特定领域导致整个网络板块的收入在该季度未达预期。这就是今早拖累股价的因素。
Okay, so that's one of the biggest losers pre-market. The biggest winner and then some. Snowflake. Wow, what a pop.
好的，这是盘前跌幅最大的股票之一。而涨幅最大的则是 Snowflake。哇，涨得真猛。
24% pop, ticker SNW. It's a cloud-based data platform. It's projecting fiscal year revenue will be around $6 billion. That is higher than the average street estimate. The company's been weaving artificial intelligence into its platform, and that's starting to pay off. It has a coding assistant that they call Coco. It had 2,000 new customer accounts that increased total by over 25%. JP Morgan analysts noted that the third consecutive quarter of product revenue acceleration showcases both AI and core upsides.
飙升 24%，代码 SNW。这是一个基于云的数据平台。它预计财年营收将达到约 60 亿美元。这高于华尔街的平均预估。该公司一直在将其人工智能技术融入平台，并且开始见效。它有一个名为 Coco 的代码助手。新增客户账户 2,000 个，使总数增加了超过 25%。摩根大通分析师指出，产品收入连续三个季度加速增长，展示了人工智能和核心业务的双重利好。
The shares have already more than doubled off the year's lows. It is continuing up significantly higher as both the AI and the non-AI parts of this business show some strong acceleration. Now, we got a a pretty uh positive earnings story as well outside the tech space from five below,
该股自年初低点以来已翻倍有余。随着人工智能和非人工智能部分均显示出强劲的加速势头，股价继续大幅上涨。现在，我们在科技领域之外还听到了一个相当积极的财报故事，来自 Five Below，
right? So, ticker is 5 fiv uh it's a discount retailer and it's lifting its fullear outlook seeing net sales coming in about 4% higher than its previous guidance. Now, this comes in with a little bit of a of a cautious uh outlook that the company issued in June. It was concerned about the impact of persistent inflation but is now raising guidance higher. CEO said that the race forecast is a result of the company being able to quickly capitalize on online trends.
对吧？股票代码是 5F，这是一家折扣零售商，它上调了全年展望，预计净销售额将比之前的指引高出约 4%。此前，该公司在六月发布了一个较为谨慎的展望，当时对持续通胀的影响表示担忧，但现在提高了指引。首席执行官表示，这一预测结果得益于公司能够迅速抓住在线趋势。
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