HPE创收盘新高，Dell涨12%，Oracle财报后回落
Closing Bell: HPE Rallies, Dell Gains, Oracle Slips | Stock Movers
[music] Bloomberg Audio Studios podcasts, radio, news. This is the closing bell on the stock movers report. The companies [music] making moves at the close of US trading with Carol Masser, Tim Stenc, Roma Bostic, and Katie Grifeld. [music]
[音乐] 彭博音频工作室播客、广播、新闻。这是股市异动报告的收盘钟声。在美股交易收盘时，以下公司正在采取行动：Carol Masser、Tim Stenc、Roma Bostic 和 Katie Grifeld。[音乐]
Let's get to some of the individual gainers if I may, and let's start with uh Hula Packard Enterprise. HPE is the ticker finishing at a record close 12.4% uh to the upside today. Shares have risen more than 150% 150% this year supported by strong and
让我们来看看一些个股的涨幅吧，如果可以的话，我们先从惠普企业（HPE）说起。HPE 是股票代码，今日收于创纪录高位，上涨 12.4%。今年迄今，其股价已上涨超过 150%，这得益于强劲且……
thanks for clarifying that [laughter] 150.
谢谢你澄清这一点 [笑声] 150。
See,
你看，
does she do that to you too, Tim?
她是不是也这样对你，Tim？
Yeah, Tim's not paying attention.
是的，Tim 没注意听。
She's smart.
她很聪明。
I know. I know when to open this mouth of mine. [laughter]
我知道。我知道什么时候该闭上我的嘴。[笑声]
All right.
好吧。
See, I have the beauty. I don't have to sit.
你看，我有美貌。我不需要坐着。
I wasn't born yesterday. I'm about to spend four days in California [laughter] with her.
我又不是昨天才出生的。我即将和她一起在加利福尼亚待四天 [笑声]。
There's several hundred feet separating us. I'm safe.
我们之间隔着几百英尺的距离。我很安全。
I knew where you sit in the newsroom. All right. So, we've seen HPE on a tear this year. Uh strong AI related demand for its servers. That's been pushing it higher up 150% here. Uh today, the rally in the share price coming in the wake of bullish results from Oracle, although Oracle had a tougher day in today's trade. Um but anyway, those Oracle uh results showed pointed to strong AI demand. You might remember last week.
我知道你在新闻编辑室的位置。好吧。所以，我们看到 HPE 今年一路飙升。与其服务器相关的 AI 需求强劲，推动其股价上涨了 150%。今天，股价继续上涨，这是在甲骨文（Oracle）发布乐观财报之后，尽管甲骨文今天的交易表现较为艰难。但无论如何，甲骨文的这些结果显示出强劲的 AI 需求。你可能还记得上周的情况。
So was that why like because I saw like Dell was up and on semi and all. Was that all because of the oral I was kind of out of the loop earlier today. Was that was all why we saw that rally?
所以这就是为什么……因为我看到戴尔（Dell）上涨了，还有半导体板块等等。这一切都是因为甲骨文吗？我今天早些时候有点跟不上节奏。这就是我们看到这波反弹的原因吗？
Well Dell was up. It was a top gain in the S&P. We saw that stock up about 12% or so. RBC actually coming out. Capital markets RBC capital markets started coverage on the company with an outperform rating and a $640 price share target. Uh firm citing strong AI infrastructure demand. Stocks up. That one's up like more than 340% year to date. forgive me. Uh, finishing just shy of 12%. So, yeah. I I don't know. It feels like different stories for each one.
嗯，戴尔确实上涨了。它是标普 500 指数中涨幅最大的股票之一。我们看到这只股票上涨了大约 12%。RBC 资本市场（RBC Capital Markets）实际上刚刚开始对该公司的覆盖，给予跑赢大盘评级，目标价为每股 640 美元。该公司引用了强劲的 AI 基础设施需求作为理由。股价上涨。这只股票今年迄今上涨了超过 340%。原谅我。嗯，今天收盘略低于 12%。所以，是的。我不知道。感觉每只股票背后的故事都不一样。
Wait, I gotta go back to one that we don't talk about a lot.
等等，我得回到一个我们很少讨论的话题。
Okay. Yeah. What's that? That we don't talk about a lot.
好的。是啊。是什么？是我们很少讨论的那个。
You're not going to short change.
你不会亏待它的。
Okay.
好的。
All right. Take our ACVA. ACV auction.
好吧。看看我们的 ACVA。ACV 拍卖。
Oh, yeah. I'm into this.
哦，是的。我对此很感兴趣。
I know. See, I knew
我知道。你看，我就知道
the CEO is a good guy.
CEO 是个好人。
A gift for you. I care. I care. Uh, stock up about 44%. It's a vehicle auctioneer. um Copart that agreed to buy uh ACV auctions which is a digital car marketplace for 1.9 billion it was an allcash transaction so kind of interesting something different in the trade all right I'm done
送给你一份礼物。我在乎。我在乎。嗯，股价上涨了约 44%。这是一家车辆拍卖行。Copart 同意以 19 亿美元的全现金交易收购 ACV Auctions，后者是一个数字汽车交易平台。这在交易中有点意思，有些不同之处。好了，我说完了。
you mentioned Oracle Carol
你提到了甲骨文（Oracle）的卡罗尔（Carol）
I did
我确实提到了
it was higher for much of the day today it was up as much as 7.5% earlier in the session then it declined little major reversal I should say in the trade today down 1.8% 8%. It did deliver quarterly cloud computing revenue that exceeded Wall Street's expectations. Margins, gross margins for the company, though narrowed. Sales in the cloud infrastructure business jumped to 7.4 billion. That was above estimates from analysts.
今天大部分时间它的涨幅都较高，在交易时段早些时候一度上涨多达7.5%，随后出现小幅下跌。我应该说，今天交易中出现了轻微的反转，跌幅为1.8%。该公司交出了超出华尔街预期的季度云计算收入。不过，公司的毛利率有所收窄。云基础设施业务的销售额跃升至74亿美元，高于分析师的预估。
And the company added 850 megawatts of data center cap capacity in the quarter. Still shares Oracle up as much as 7.5% earlier in the session. Ended up falling today by 1.8%. And uh let's look at what happened with ADRs of of the apparel company Puma today. PUM is the ticker PUMGY fell 2.4%. Uh this the lowest level going back to March 30th intraday I should say. Uh chief commercial officer Matias Balmer is stepping down from the management board at the end of this month.
该公司在本季度增加了850兆瓦的数据中心容量。尽管如此，甲骨文（Oracle）的股票在交易时段早些时候一度上涨多达7.5%，最终今日下跌了1.8%。让我们来看看服装公司彪马（Puma）美国存托凭证（ADR）今天的表现。股票代码为PUMGY的PUM下跌了2.4%。这是自3月30日以来的最低水平，我应该说是盘中低点。首席商务官马蒂亚斯·巴尔默（Matias Balmer）将于本月底从管理委员会辞职。
RBC Capital Markets also separately slashed its EBID estimates for the company citing a challenging marketplace. Uh the company Puma cited personal reasons behind Balmer's decision and uh the company says that a successor will be announced in due course with the CEO Arthur Hull to oversee the company's sales organization and subsidiaries in the meantime. And finally a little bit of uh next generation energy uh these small modular reactors.
RBC资本市场（RBC Capital Markets）也单独下调了对该公司的EBITDA估计，理由是市场环境充满挑战。彪马（Puma）公司表示巴尔默的决定是出于个人原因，并称将在适当时候宣布继任者，在此期间，首席执行官阿瑟·赫尔（Arthur Hull）将监督公司的销售组织和子公司。最后，简单谈谈下一代能源，即小型模块化反应堆（SMRs）。
New scale power fell by more than 15% today. Uh UBS cut its recommendation on the company to sell from neutral on increased competition. lowered the price target to $6 from $10. We talked to Will Wade about this stuff all the time. These these SMRs, small modular reactors, they're still not out in the wild at this point. Like these things are still quite a ways away. But it doesn't mean there's no shortage of companies that are going after the space with the
新规模电力公司（New Scale Power）今天下跌超过15%。瑞银（UBS）因竞争加剧，将该公司的评级从“中性”下调至“卖出”，并将目标价从10美元降至6美元。我们经常与威尔·韦德（Will Wade）讨论这些问题。这些小型模块化反应堆（SMRs）目前尚未在实际环境中部署。这些东西还有相当长的一段路要走。但这并不意味着没有大量公司正在争夺这一领域，因为
increased need for energy and the demand that we're seeing from a lot of these cloud computing companies and these hyperscalers. But still, we're not seeing these small modular reactors in the wild yet.
对能源的需求增加，以及我们从许多云计算公司和超大规模客户那里看到的需求。但尽管如此，我们还没有看到小型模块化反应堆在实际环境中投入使用。
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