英特尔涨7.5%传与SK海力士合作，SpaceX估值升
Closing Bell: Intel Rallies, SpaceX Rises, Paramount Slips | Stock Movers
[music] Bloomberg Audio Studios podcasts, radio, news. This is the closing bell on the stock movers report. [music] The companies making moves at the close of US trading with Carol Masser, Tim [music] Stenc, Roma Bostic, and Katie Grifeld.
[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。[音乐] 美国交易结束时表现活跃的公司，主持人包括卡罗尔·马瑟、蒂姆·斯滕克（Tim Stenc）、罗玛·博斯蒂克（Roma Bostic）和凯蒂·格里菲尔德（Katie Grifeld）。
Let's start with Intel INTC. Uh their shares up more than 7 and a half%. So, they're still riding this high after SKH High said it might be teaming up with them. Um, we have a South Korean company, Memory Chipmaker, had issued this statement after Reuters reported the company could potentially lease part of Intel's long planned chipmaking facility in Ohio or or form a venture with Intel, major cloud computing firms.
让我们从英特尔（Intel，股票代码 INTC）开始。嗯，其股价上涨超过 7.5%。因此，在 SK Hynix（SK海力士）表示可能与其合作后，英特尔仍维持着这一高位。我们有一家韩国公司——内存芯片制造商 SK Hynix，在路透社报道该公司可能会租赁英特尔长期规划的俄亥俄州芯片制造设施的一部分，或与英特尔及主要云计算公司成立合资企业后，发布了这份声明。
Um, SK Heinix though, they said they didn't, you know, they haven't made a decision about a deal with Intel. Intel didn't comment on that report. Um, but Intel did break ground for its Ohio campus back in in 2022, but it's kind of slowed down the pace of the work um on that site. I want to go now to SpaceX. That's SPCX. Um, and SpaceX shares um they're up nearly about 2 and a half%. Uh, that's shares of Elon Musk Rocket AI company.
嗯，不过 SK Hynix 表示，他们尚未就与英特尔的交易做出决定。英特尔对此报道未置评论。嗯，但英特尔确实在 2022 年为其俄亥俄州园区破土动工，只是该工地的施工进度有所放缓。现在我想谈谈 SpaceX。代码是 SPCX。嗯，SpaceX 的股价上涨了大约 2.5%。这是埃隆·马斯克旗下火箭 AI 公司的股票。
Um, so city analysts, they're basically saying reports that SKHEX was in talks with Intel that might have given SpaceX that kind of boost. Uh but you also have SpaceX building that chipmaking facility in with Tesla um over in Austin test uh Texas. On top of that, analysts are pointing to talks about SpaceX Tesla merger. Could that happen? Is it not going to happen? That's also could be part of it. But then you have this Bloomberg report that SpaceX has held internal discussions about buying customer operational information from troubled or defunct startups and that's targeting a more affordable data source to improve its artificial intelligence um models.
嗯，所以城市分析师们基本认为，关于 SK Hynix 与英特尔进行谈判的报道可能给 SpaceX 带来了这种提振。此外，SpaceX 还在德克萨斯州奥斯汀与特斯拉（Tesla）共同建设芯片制造设施。不仅如此，分析师们还指出有关 SpaceX 与特斯拉合并的讨论。这会发生吗？还是不会发生？这也可能是原因之一。但随后又有彭博社报道称，SpaceX 已内部讨论了从陷入困境或已倒闭的初创公司购买客户运营信息的事宜，旨在寻找更实惠的数据来源以改进其人工智能模型。
I have to end off with Generrack. It's ticker GNRC. Um, and their shares up 18%. Uh, they're the makeup of those backup backup generators. I have one my eye for my house. Um, it's broken right now, so it's not working. I was stuck in the dark the other day. But the thing with these is that they agreed to supply up to $8 billion worth of generators for Amazon's data center. So, that's kind of giving those uh giving the stock a boost.
我最后要讲的是通用电气旗下的备用发电机业务 Generrack。股票代码 GNRC。嗯，其股价上涨了 18%。嗯，他们是那些备用发电机的制造商。我家也装了一个。嗯，它现在坏了，所以不工作。前几天我曾被困在黑暗中。但这些公司的亮点在于，他们同意为亚马逊的数据中心供应价值高达 80 亿美元的发电机。因此，这在一定程度上推高了该股的股价。
Also issued a warrant for a stake in the company. Um this is all AC according to um a securities filing, but we'll see. Analysts are saying the stock could double in price over the next 12 to 18 months.
此外，根据一份证券备案文件显示，他们还向对方发行了该公司股权的认股权证，但我们拭目以待。分析师表示，该股在未来 12 到 18 个月内价格可能会翻倍。
All right, I've got a look at some of the decliners here today. I was looking at the biggest losers in the S&P 500. Paramount Sky Dance among them. Uh that stock down more than 4.6% here on the day. Uh its merger with Warner Brothers we know has been at a standstill and it looks like a Barkclays analyst hopes it stays that way. This analyst in a note today arguing the proposed merger between Paramount and Warner Brothers could introduce massive financial and operational risks.
好的，我今天看了一下这里的一些下跌股。我在关注标普500指数中跌幅最大的股票，其中包括派拉蒙天空舞（Paramount Sky Dance）。该股今日下跌超过4.6%。我们知道它与华纳兄弟的合并一直处于停滞状态，看起来巴克莱（Barclays）的一位分析师希望它继续保持这种状态。这位分析师在今天的一份报告中指出，派拉蒙与华纳兄弟拟议中的合并可能会带来巨大的财务和运营风险。
He predicts the company will eventually split up due to conflicting priorities. Of course, he also notes the potential merger faces an antitrust lawsuit filed by a group of state attorneys general led by California Roma. I believe you're going to be speaking with California State Attorney General Rob Bont.
他预测该公司最终将因优先事项冲突而分拆。当然，他还指出，潜在的合并面临由加州罗玛（Roma）领导的一组州总检察长提起的反垄断诉讼。我相信你接下来将与加利福尼亚州总检察长罗布·邦特（Rob Bont）进行对话。
Yeah, I'm looking at him out of the corner of my eye right now, Alexis.
是的，亚历克西斯，我现在正用眼角余光看着他。
Yeah. Yeah. And also I want to get in Lenar folks when I picked Lenar earlier today it was down big but you know what it reversed course and it actually is looks like it's going to finish the day uh a bit higher. Uh but uh the stock is still down about 23%ish uh year to date down more than 40% in the past year. The home builder cut its home delivery target for the full year citing interest rate pressures. We saw uh mortgage rates uh up about around 7% again uh and also worsening conditions in the housing market. revenue and profit falling in the third quarter at LAR.
是的。是的。另外，当我今天早些时候提到莱纳（Lennar）时，我想让莱纳的同事们也加入进来。当时它的股价大跌，但你知道发生了什么吗？它扭转了走势，看起来今天收盘时实际上会略高一些。不过，该股年初至今仍下跌约23%，过去一年下跌超过40%。该房屋建筑商引用利率压力，下调了其全年的房屋交付目标。我们看到抵押贷款利率再次上涨至7%左右，同时住房市场状况恶化。LAR在第三季度收入和利润下降。
CEO Steuart Miller on the call said, "Consumer confidence has declined at rates as rates and affordability have driven more consumers to slow their purchase decision." And then uh to round out our decliners here, Fluence Energy, this is a company with a market cap of about $1.5 billion, tumbling 15% today, down more than 60% so far this year. It's an energy storage company cut its revenue forecast for the year. Analysts note that the uh trim to the guidance was attributable to production issues at its Houston facility.
首席执行官斯图尔特·米勒（Stuart Miller）在电话会议上表示：“随着利率上升和负担能力下降，消费者信心以更快的速度下滑，促使更多消费者放缓购买决策。”然后，为了完善我们的下跌股名单，Fluence Energy 今日暴跌15%，年初至今下跌超过60%，市值约为15亿美元。这是一家储能公司，下调了其全年收入预期。分析师指出，对指导方针的削减归因于其休斯顿工厂的生产问题。
All right, let's uh take a look at yields here because a different picture than what we saw in the days leading up to that Fed meeting. Yields down significantly across the curve primarily on the longer end of the curve with uh eight uh basis points lower on your 30-year and your 20-y year. Down about six to seven basis points right now on the 2-year here. So, a bit of relief. Still some questions here as to whether that actually lasts much longer than a few days or whether we get another shot. [music] The Stock Movers Report from Bloomberg Radio.
好的，让我们来看看收益率的情况，因为这与我们在美联储会议前几天的所见有所不同。收益率曲线整体显著下行，主要集中在长端，30年期和20年期收益率分别下降了8个基点。目前2年期收益率下降了约6到7个基点。因此，市场略有缓解。但仍有疑问：这种走势能否持续超过几天，还是我们会迎来另一波冲击。[音乐] 彭博广播的《股市动向》报道。
Check back with us throughout the day for the latest [music] roundup of companies making news on Wall Street. And for the latest market moving [music] headlines, listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on [music] Apple CarPlay and Android Auto with the Bloomberg Business App.
请在当天稍后回来查看我们为您整理的最新[音乐]华尔街企业新闻汇总。如需获取最新的[音乐]市场动态头条，请收听彭博广播直播。您也可以在YouTube、Bloomberg.com以及通过彭博商业应用（Bloomberg Business App）在Apple CarPlay和Android Auto上关注我们。[音乐]
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