Meta股价周涨13%创一年多新高 Moderna涨29%
Weekly Roundup: Meta's AI-Driven Rally, Gen Digital Drops, Moderna Surges | Stock Movers
[music] Bloomberg Audio Studios. Podcasts, radio, news.
[音乐] 彭博音频工作室。播客、广播、新闻。
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公司，利用彭博数据的力量。
I'm Tim Stanovc [music] with Carol Masser. We're joined by Bloomberg News equities reporter Avalon Pernell. Hey Avalon.
我是蒂姆·斯塔诺维奇 [音乐]，与卡罗尔·马瑟一起。我们请到了彭博社股票记者阿瓦隆·佩尔内尔。你好，阿瓦隆。
Hi.
你好。
She keeps coming back even though
她总是回来，尽管
she does.
她确实如此。
We are impossible to deal with.
我们很难相处。
She puts up with us like no other. Um, let's talk about Meadow. We've been talking about Meta a lot this week.
她能忍受我们，无人能及。嗯，我们来聊聊梅多吧。这周我们谈了很多关于 Meta 的事情。
Yes. Ticker Meta jumped 13% to end the week at its highest level in over a year. And that's after its AI agent Muse became the top downloaded free app on Apple's app store. And yeah, the tool is really helping to push the shares even close to the $2 trillion mark.
是的。Meta 的股票代码上涨 13%，以一年多来的最高水平结束本周。此前，其 AI 助手 Muse 成为苹果应用商店下载量最高的免费应用。是的，该工具确实在推动股价接近 2 万亿美元大关。
Are you musing yet?
你开始沉思了吗？
I am not.
我还没有。
You go to Instagram and it just pops up that little creature.
你打开 Instagram，那个小生物就跳出来了。
That's what they do though.
他们就是这么做的。
I know.
我知道。
Wait, I thought you didn't have Instagram.
等等，我以为你没有 Instagram。
Well, [laughter] interesting.
好吧，[笑声] 真有趣。
I don't know why I have it. It's I'm not a I've never been a Facebook user.
我不知道为什么我有它。我不是……我从来不是 Facebook 用户。
Very interesting.
非常有趣。
But for some reason I got into Instagram, so it's there.
但出于某种原因，我进入了 Instagram，所以它就在那里。
Okay. Well, you're part of the 40% of this entire world that uses a product made by Mark Zuckerberg's company. So, welcome.
好的。好吧，你是全球使用马克·扎克伯格公司产品的那 40% 的人之一。所以，欢迎。
We're talking about though we, you know, Meta and their AI though, right? We're talking about it now in a big way. And the stock investors certainly moved into it.
不过我们在谈论的是，你知道的，Meta 和他们的 AI，对吧？我们现在正在大规模地谈论它。股票投资者当然也投入其中了。
It's remarkable. I mean, the stock is up more than 700% since 2022. It's up more than it's up around 40% since just last month. So, I don't know
这很惊人。我的意思是，自 2022 年以来，股价上涨了超过 700%。仅上个月以来，它就上涨了约 40%。所以，我不知道
exactly. It's actually on track potentially to have its best month since 2013. We'll have to obviously see what happens next week, but it
确切情况。实际上，它有可能创下自 2013 年以来的最佳月度表现。我们显然需要看看下周会发生什么，但它
was barely was barely a public company back in 2013.
在 2013 年几乎还是一家非上市公司。
Kind of amazing, right? I love watching the runs of some of these different companies. Go to ticker Gen for us.
挺神奇的，对吧？我喜欢看这些不同公司的股价走势。让我们看看 Gen 这只股票。
Yes, Gen Digital, which for those unaware, this is the company that makes the anti virus software, Nordan 360. [laughter] And so, they dropped 25% this week to have their worst weekly drop since 2020. And that's after a media report said that they are considering potentially in an early talks to take over GoDaddy.
是的，Gen Digital，那些不熟悉的人可能不知道，这家公司是杀毒软件诺顿360（Norton 360）的开发商。[笑声] 本周其股价下跌了25%，创下自2020年以来的最大单周跌幅。此前有媒体报道称，他们正在初步接洽，考虑收购 GoDaddy。
Yeah, I saw. And GoDaddy was on a tear to the upside, but not so happy for the acquirer.
是啊，我看到了。GoDaddy 股价此前一路飙升，但作为收购方可就没那么开心了。
Jen Digital. Yeah. Maker of Nordon Antivirus.
Gen Digital。对，诺顿杀毒软件的开发商。
Did you not hear what she just said?
你没听到她刚才说了什么吗？
Yeah, I know. I know. But that's like But that's what we all say,
知道，我知道。但就像我们所有人都会说的那样，
men.
男人嘛。
Yeah. Okay. [laughter]
对。好吧。[笑声]
It wouldn't be a Friday if I didn't repeat something that Avalon said.
如果我不重复一遍阿瓦隆说过的话，这就不算是一个星期五了。
Not like I never repeat something you just said. Um, all right. So, Jen Digital again. How much was it down this week?
我又不是从不重复你刚说的话。嗯，好吧。所以，Gen Digital 再次上榜。这周它跌了多少？
Down 25%.
下跌了25%。
All right. Big hit. Big hit. All right, let's go to your world.
好的。大跌。大跌。好了，让我们来看看你的领域。
Yes, Madna. That's ticker mRNA. It surged 29% to end the week at its highest level since 2022. Amazing.
是的，Moderna。代码是 mRNA。它本周飙升了29%，收于2022年以来的最高水平。太神奇了。
And that's after it confirmed that it is going to be presenting additional data on its personalized cancer vaccine next month.
此前该公司确认，将于下个月公布其个性化癌症疫苗的更多数据。
This is the one it's doing with Merc?
这是它与默沙东合作的那个项目吗？
Yes.
是的。
Yes.
是的。
Um, this is a big deal.
嗯，这是一件大事。
Is this just melanoma right now?
目前只是针对黑色素瘤吗？
Yes.
是的。
But the idea is that it will work for everything. Not necessarily, not necessarily everything, but that it could actually hit other areas that maybe [music] could have a higher TAM.
但其理念是它能适用于所有疾病。不一定，不一定适用于所有疾病，但它有可能拓展到其他领域，也许[音乐声]能带来更大的总潜在市场（TAM）。
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彭博电台的股票异动报告。请在一天中多次回来收听，获取华尔街各大公司[音乐声]的最新新闻汇总。如需最新的股市头条消息，[音乐声]请收听彭博电台直播。通过 Bloomberg Business App，您可以在 YouTube、Bloomberg.com 以及 Apple CarPlay [音乐声]和 Android Auto 上关注我们。
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