英伟达批准1500亿美元回购，总规模增至2350亿美元
Nvidia Up on Share-Repurchase Program; Mining Stocks Slide | Stock Movers
Lots of Nvidia related news to tell you about this morning. So the chip giant's board has authorized an additional $150 billion to its share buyback program. This is going to take its total to $235 billion. And this is, of course, amid record spending on artificial intelligence. Nvidia expects to complete the program through fiscal 2028 now. Earlier today, Nvidia rolled out a new double layered AI security system that it says would have prevented the recent high profile breach of hugging face by open AIS models.
今天早上有很多关于英伟达（Nvidia）的新闻要告诉大家。这家芯片巨头的董事会已授权在其股票回购计划中额外增加1500亿美元，这将使其总额达到2350亿美元。当然，这是在人工智能领域创纪录支出的背景下发生的。英伟达预计现在将通过2028财年完成该计划。今天早些时候，英伟达推出了一套新的双层AI安全系统，该公司表示该系统本可以防止OpenAI模型近期对Hugging Face造成的高调入侵。
You got to love these names. You want me to give you some context because context matters here at work for sure. 150 billion buyback market cap of the stock of 5.4 trillion. It's insane. Yes. So it's still the most valuable company in the world. And also just to add more fuel here, China may allow Alibaba and ByteDance to buy Nvidia's new RTX Pro 5500 chips. So in case we did more reason for this stock to rally today, let's move on to the mining sector because lots of activity there.
这些名字真是让人喜爱。你需要我给你一些背景信息，因为在这里工作背景确实很重要。1500亿美元的回购规模，市值为5.4万亿美元。这太疯狂了。是的，它仍然是世界上最有价值的公司。此外再加点料，中国可能允许阿里巴巴和字节跳动购买英伟达全新的RTX Pro 5500芯片。因此，如果我们要为今天的股价上涨再多找一个理由，那就让我们转向矿业板块吧，因为那里有很多动态。
Australia's northern star resources up more than 6%. The company rejected a takeover proposal from its rival South African rival Gold Fields. They said that the $27 billion cash and stock offer undervalued the business. So Goldfields bid actually ranked among the biggest deals ever pursued in the gold industry, and shares in the South African miner slumping as much as 16% because investors weren't really loving this proposal.
澳大利亚北方之星资源公司（Northern Star Resources）股价上涨超过6%。该公司拒绝了竞争对手南非黄金地矿公司（Gold Fields）的收购提议。他们称，这笔270亿美元现金加股票的报价低估了该公司的业务。因此，黄金地矿公司的出价实际上位列金业史上最大交易之一，而南非矿工股价暴跌多达16%，因为投资者并不看好这一提议。
You know, during my career, I tried to invite myself on to these investor trips to see these mines in Australia or Africa. You never did know because we covered media industry. That never really worked out. My boss never bought off on it, but oh, I would have thought that would have been really something to see, I bet. And also just to stick with the sector, shares of precious metal miners are lower here. That's following a big drop we're seeing in precious metals, gold and silver.
你知道，在我的职业生涯中，我曾试图申请参加这些投资者考察团，去参观澳大利亚或非洲的这些矿山。但从未成功过，因为我们报道的是媒体行业。这从来没能成行。我的老板也从不买账，但我打赌，我本来以为那会是非常棒的体验。此外，继续围绕该板块，贵金属矿业股目前表现低迷。这是在我们看到黄金和白银等贵金属大幅下跌之后出现的。
We've got Barrick Gold down 4%, Freeport-McMoRan down about 3.5%. And if I can squeeze in one more Roblox Rwby ticker symbol, they are down 5% and off 43% so far this year. So Roblox was cut to underperform from hold at Jefferies. The analysts they're saying the stock's 30% rally since its second quarter results were actually up was overly optimistic. And he said that the company's new algorithm, which prioritizes long term retention, will likely limit short term user growth in the U.S. and Canada for the next few quarters.
巴里克黄金（Barrick Gold）下跌4%，自由港麦克莫兰（Freeport-McMoRan）下跌约3.5%。如果我还能挤进一个Roblox RWBY股票代码的话，它们下跌了5%，今年迄今跌幅已达43%。杰富瑞（Jefferies）将Roblox的评级从“持有”下调至“跑输大盘”。分析师表示，自第二季度业绩公布以来该股30%的反弹实际上过于乐观。他还表示，该公司优先考虑长期留存的新算法，可能会在未来几个季度限制美国和加拿大的短期用户增长。
Roblox has 18 buys, 15 holds, three sells right now.
Roblox 目前有 18 个买入、15 个持有和三个卖出评级。
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