比特币突破8万美元，Coinbase等加密股大涨
091826_Close_StockMovers_FINAL | 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] 美国交易收盘时表现活跃的公司，主持人卡罗尔·马瑟、蒂姆·斯滕克、罗玛·博斯蒂克和凯蒂·格里菲尔德。
Let's go to the individual gra uh gainers. And we did see actually a lot of green in that pie. So, let's get to it. Uh, Bitcoin topping $80,000 today. Uh, it's now up about 37% since June 30th. And so, no surprise to see a bunch of cryptocurrency linked stocks gaining in today's session. The other
让我们来看看个股涨幅榜。我们确实看到那片饼图中有很多绿色区域。所以，让我们进入正题。比特币今天突破8万美元。自6月30日以来，它已上涨约37%。因此，在今天的交易中看到许多与加密货币相关的股票上涨也就不足为奇了。其他
fundamental thing at play is the SEC green lit digital versions of securities to start trading in the United States, which makes me wonder, do we still need exchanges eventually? But I'm getting ahead of myself. Anyway, uh, investors certainly pushing up a lot of names uh, in the crypto space. strategy uh number one in the NASDAQ 100 up more than 16%. Coinbase.
正在发挥作用的基本面因素是，美国证券交易委员会（SEC）批准数字版证券在美国开始交易，这让我想知道，我们最终还需要交易所吗？但我跑题了。总之，投资者确实在推动加密领域的大量标的上涨。纳斯达克100指数中排名第一的是策略基金（Strategy），涨幅超过16%。Coinbase。
When you say we don't need exchanges,
当你说我们不需要交易所时，
I mean, I just do wonder like if we're going to have digital versions.
我的意思是，我只是在想，如果我们要发行数字版本的话。
Well, where where are where are the stocks actually going to list?
那么，股票实际上会在哪里上市呢？
On the block.
在链上。
You know, a token is not a stock, right?
你知道，代币不是股票，对吧？
On the I mean, on the blockchain.
我的意思是，在区块链上。
Oh gosh. Keep going.
天哪。继续说。
No, I'm serious.
不，我是认真的。
You're one of those nut jobs.
你就是那种疯子之一。
I'm not one of those.
我不是那种人。
This is what happened. You should have seen what she was doing in in Huntington Beach.
事情就是这样发生的。你应该看看她在亨廷顿海滩时做了什么。
What was I doing?
我当时在做什么？
She she comes back. She's ready to say blockchain. [laughter]
她回来了。她准备好要说“区块链”了。[笑声]
Blockchain. I'm all in. All right. So, I did strategy number one in the NASDAQ 100. Coinbase number one in the S&P 500. You saw that one up uh just shy of 12%. You had Robin Hood number two in the S&P 500. It was up about 11 and a half. No, let me go there. About 8.3 oh 9%. Forgive me. I had to update my numbers. And then if you go over to Circle Internet Group, that too was up 7.8%. So yeah, despite the clarity act and disappointment earlier in the week, we did see them finishing Friday higher.
区块链。我全押了。好吧。所以，我在纳斯达克100指数中排名第一的是策略基金（Strategy）。在标普500指数中排名第一的是Coinbase。你看到它上涨了，略低于12%。你在标普500指数中看到排名第二的是Robinhood，上涨了约11.5%。不，让我去查一下。大约是8.3%或9%。原谅我。我必须更新我的数据。然后如果你去看看Circle Internet Group，它也上涨了7.8%。所以是的，尽管本周早些时候《清晰法案》（Clarity Act）带来了一些失望，但我们确实看到它们在周五收盘时走高。
And then I'm just going to go over to SanDisk. Man, this one just keeps pushing higher and higher. Number two in the S&P and NASDAQ 100 up almost 11%. Benzinga noting the rise pointing to how AI infrastructure continues to uh consumer memory tightening supply. Also mentioned recent comments from Nvidia's CFO citing extreme pricing conditions and memory stock is up about I don't know more than 630% year to date. So
然后我要转到SanDisk。天哪，这只股票一直在不断攀升。它在标普500指数和纳斯达克100指数中均排名第二，涨幅接近11%。Benzinga指出这一涨势表明AI基础设施持续导致消费类内存供应收紧。还提到了英伟达（Nvidia）首席财务官最近的评论，称定价条件极端，该内存股票年初至今上涨了我不知道多少，超过630%。所以
all right
好吧
some of the gainers let's go to some of the decliners. I want to start with shares of Netflix down 4.6 six 4.7% today. Uh Roma, what was the last big original series you watched on Netflix?
我们来看一些涨幅股，接下来看一些跌幅股。我想从今日下跌4.6%至4.7%的Netflix股票说起。罗马，你最近一次在Netflix上观看的大型原创剧集是什么？
Oh gosh, man. You're you're you're about to date me right now, man. I mean, we were going like back to like House of Cards days or something, right?
天哪，伙计。你现在就要让我暴露年龄了，伙计。我的意思是，我们要追溯到《纸牌屋》时代之类的，对吧？
Yeah. I mean, they might have they might have like invented the category, but according to a Wells Fargo analyst, Steven Kahal, they they got some explaining to do because they've quote lacked big original series and it's showing and that breakout hits are necessary for the stock to work again. It's actually down. Gosh, I just had this up on my terminal. Uh about uh 47% going back to 2025. So now uh downgrade noticeable.
是的。我的意思是，他们可能开创了这一类别，但根据富国银行分析师史蒂文·卡哈尔（Steven Kahal）的说法，他们需要做出解释，因为他们“缺乏大型原创剧集”，这已经显现出来，而爆款作品对于股价重新走强是必要的。股价实际上已经下跌。天哪，我终端机上正好有这个数据。呃，自2025年以来下跌约47%。所以下调幅度明显。
It's the first bearish analyst rating on Netflix in months. The majority of analysts though still recommending to buy the stock. All right, shares of Netflix down on the day today. Let's look at ADRs of Volkswagen. They had a rough day today. The company slashed its profit outlook for due to a sharp contraction in China, restructuring costs, and a 6 billion euro write down tied to Porsche. Volkswagen shares down or ADRs of Volkswagen down more than 6% today.
这是数月来对Netflix的首个看跌评级。不过，大多数分析师仍建议买入该股票。好的，Netflix今日股价下跌。让我们看看大众汽车的ADR。今天他们的表现不佳。由于中国市场的急剧收缩、重组成本以及与保时捷相关的60亿欧元减值，该公司下调了其盈利预期。大众汽车股价或大众汽车ADR今日下跌超过6%。
The company did say its operating margin would be around 4% if special items are stripped out. It cited challenges including the growth of EV sales in Europe and planned job cuts. I mean, you can't ignore what's happening with these Chinese EVs that are all over Europe at this point and the way that they are being sold and challenging traditional uh and more long-standing legacy automakers. And finally, uh, checking in on the IPO today.
公司确实表示，如果剔除特殊项目，其营业利润率将在4%左右。它引用的挑战包括欧洲电动汽车销售的增长以及计划中的裁员。我的意思是，你不能忽视这些在中国电动汽车遍布欧洲的当下正在发生的事情，以及它们如何销售并挑战传统且历史更悠久的老牌汽车制造商。最后，关注一下今天的IPO情况。
Um, OIGUS, Orion 180 Insurance Group. We actually, uh, just had the CEO on the program today. Shares bounced around a little bit when they did start trading, but did fall 2.8%. They raised $240 million. The IPO was upsized, but fell ever so slightly in today's trade. [music] The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies [music] making news on Wall Street.
嗯，OIGUS，Orion 180 Insurance Group。我们今天节目上刚好有该公司的CEO。他们在开始交易时股价略有波动，但随后下跌了2.8%。他们筹集了2.4亿美元。IPO规模有所扩大，但在今天的交易中略微下跌。[音乐] 来自彭博电台的股票异动报告。请全天持续关注我们的最新公司动态汇总 [音乐] 在华尔街引发新闻的公司。
And for the latest market moving 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.
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