三星及亚洲存储股上涨，软银受AI驱动大涨
Samsung Gains, Asia PC Drops, Insilico Jumps | Stock Movers
涵盖亚洲核心科技与宏观联动行情，提供具体个股涨跌逻辑（如存储、AI制药、PC产业链），对关注亚太市场的投资者有直接参考价值。
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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 on the move today in Asia. I'm Steven Carroll with Caroline [music] Heepker and we're joined by our markets reporter Anthony Stevens. Anthony, good to talk to you. Let's start in South Korea. the Cosby outperforming in Asia and those key memory chip players continuing to storm higher.
《股市动向报告》，为您汇总在股票市场中采取行动的公司，利用彭博数据的力量。让我们来看看今天亚洲市场的一些活跃股票。我是史蒂文·卡罗尔，与卡罗琳[音乐]希普克在一起，我们的市场记者安东尼·史蒂文斯也加入了我们。安东尼，很高兴与你交谈。让我们从韩国开始。Cosby在亚洲表现优于大盘，那些关键的内存芯片制造商继续强劲上涨。
Yes, some of those gains are moderating as the European session comes in, but we continue to price the increased memory needs of GPT6. This is the third day running now of this team and we still see and Samsung up around a percent. Uh that's come off the highs. Hinx was up around 6% at the highest. Uh it's only up around two now. But the gains in the rest of the industry in Taiwan are quite strong. We have Natech up 2.7% and Windbond up 4% as well.
是的，随着欧洲交易时段的到来，部分涨幅有所放缓，但我们仍在为GPT6增加的内存需求定价。这是该团队连续第三天的上涨，我们仍然看到三星上涨约1%。嗯，这已经从高点回落了。Hinx最高时上涨了约6%。嗯，现在只上涨了约2%。但台湾其他行业的涨幅相当强劲。我们有Natech上涨2.7%，Windbond也上涨4%。
Okay. Uh in Japan meanwhile a clear break between SoftBank and the rest of the market as the open AI trade um breaks with the chance of a rate hike in Japan. This is a really really important issue.
好的。与此同时，在日本，软银与其他市场之间出现了明显的分化，因为OpenAI的交易热潮与日本加息的可能性相冲突。这是一个非常非常重要的问题。
Yeah, as we were talking about the GPT6 theme is very strong. Uh that's kept SoftBank on a bender. It's up 30% in 3 days. Uh very strong but it's nowhere near the July high. So people are really targeting further gains. Volumes are quite strong and so is options activity. That contrasts very sharply with the Japan domestic economy which uh kind of um ironically is weak today because uh of the kind of strongest signals from Japan macro for the rate hike.
是的，正如我们讨论的那样，GPT6的主题非常强劲。嗯，这使得软银持续上涨。它在3天内上涨了30%。嗯，非常强劲，但远未达到7月的高点。所以人们真的在瞄准进一步的涨幅。成交量相当强劲，期权活动也是如此。这与日本国内经济形成了鲜明对比，后者由于来自日本宏观经济的加息最强信号而显得疲软。
So wages were very strong uh the strongest in decades. Uh economic growth comes in quite strong above the government's own estimates as well. And as a result the the case for a BOJ rate hike has got quite bolstered. uh the currency is uh dramatically stronger than where it was three days ago. Uh and people are really um you know playing for Japan economic strength ahead of the US CPI that's dragging down the rest of Japan's stock market outside SoftBank.
所以工资非常强劲，几十年来最强。经济增长也相当强劲，高于政府自己的估计。因此，日本央行加息的理由得到了相当大的支持。货币比三天前大幅走强。人们真的在玩日本经济强劲的游戏，在美国CPI公布之前，这拖累了除软银之外的日本股市其余部分。
The topics is down 1%. Uh the Nicay is also slipped into the red domestic names and banks are struggling. Banks had been huge outperformers uh into today. So the fact that they're selling off is a bit bit interesting. It means that people are probably taking money off the table uh to look at what the BOG actually does.
The topics下跌1%。Uh the Nicay也滑入负值，国内名称和银行挣扎。银行一直是巨大的跑赢大盘者直到今天。所以他们抛售的事实有点有趣。这意味着人们可能正在获利了结，以观察BOG实际上会做什么。
Okay. Yeah. Well, I mean that's going to be of great interest as well. And as you say, we're looking at the Japanese yen 153 against the dollar now and it was only at that 160 handle a couple of days ago. Let's go to Hong Kong next. Anthony, you've been tracking some of the winners and losers in the AI trade there.
好的。是的。我的意思是，这也将引起极大的关注。正如你所说，我们现在看到日元兑美元汇率在153附近，而几天前还在160关口。接下来我们去香港看看。安东尼，你一直在追踪那里人工智能交易中的赢家与输家。
Yeah, China's a very interesting place given that they're leading with adoption and not monetization and that's showing up in interesting places. So, China's AIdriven drug development continues to throw off winners. We have this interesting company in Silicon 3696 uh they have apparently used AI to develop a drug that kind of slows down a uh aging in certain biomedical markers. It's at an early research stage, but obviously the prospect of a drug that cures aging is lifting the stock.
是的，鉴于中国以普及应用而非货币化为主导，这里是一个非常有趣的地方，这一点在一些意想不到的领域有所体现。因此，中国由人工智能驱动的药品研发不断涌现出赢家。我们注意到一家名为Silicon 3696的公司（股票代码：3696），他们显然利用人工智能开发了一种药物，能够在某些生物医学标志物方面减缓衰老进程。该药物仍处于早期研究阶段，但显然，能够治愈衰老的药物的前景推高了其股价。
That stock's up 9 and a half%. uh and that contrast very sharply with the hardware space uh in Hong Kong and China which is increasingly looking to raise capital from high share prices to fund further growth and in that way and we see Lenovo down 6.3% uh as its CB converts into a block of stock. It's also interesting to note across Asia you have PC makers lagging because there is some reporting that Intel may be increasing the price of their CPUs 10%.
该股上涨了9.5%，这与香港和中国的硬件领域形成鲜明对比，后者正越来越多地希望通过高股价筹集资金以支持进一步增长。在这种情况下，联想股价下跌了6.3%，因为其可转换债券转换为股票区块。值得注意的是，在整个亚洲，PC制造商表现落后，因为有报道称英特尔可能会将其CPU价格提高10%。
So we continue to see this theme of AI server demand weighing on the component [music] prices for consumer technology and consumer laptops in this case. The stock movers report from Bloomberg Radio. Check [music] 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. [music] Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business App.
因此，我们继续看到这一主题：人工智能服务器需求对消费技术组件价格造成压力，在本例中即为消费类笔记本电脑。这是彭博电台的股票异动报道。请在白天持续关注我们的节目，获取华尔街企业新闻的最新汇总。[音乐] 如需了解最新的市场动态头条，请收听彭博电台直播。[音乐] 欢迎通过YouTube、Bloomberg.com以及使用彭博商业APP在Apple CarPlay和Android Auto上关注我们。
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