Accenture财报超预期涨9%；Micron营收暴增380%
Accenture Faces AI; Micron Beat; Constellation Energy Gains | Stock Movers
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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。
Let's take a look at some stocks on the move today. I'm Karen Moscow. We're joined now by Bloomberg's Dan Curtis. And Dan, a busy morning this morning. Uh Accenture, we want to start with that one. We're getting some earnings from them.
让我们来看看今天一些有动态的股票。我是卡伦·莫斯科。现在与我们连线的是彭博的丹·柯蒂斯。丹，今天早上很忙啊。嗯，埃森哲，我们想从它开始。我们正在收到它们的财报。
That's right. Ticker ACN shares are up 9% in the pre-market as consulting giant reported fourth quarter earnings of $329 a share. That's a dollar over a dollar above estimates. Topline figures also delivering a beat. The company's guiding revenue growth of about 2 to 6% for the current quarter and said new bookings were $22.2 billion. That's over 10% higher than Wall Street's target. The company expects to return at least $9.5 billion in cash to shareholders in the upcoming fiscal year. and the earnings calls in about an hour.
没错。股票代码ACN的股价在盘前上涨9%，这家咨询巨头公布了每股3.29美元的第四季度收益。这比预估高出超过一美元。营收数据也超出预期。公司指引本季度营收增长约为2%至6%，并表示新订单为222亿美元。这比华尔街的预期高出超过10%。公司预计将在即将到来的财年为股东返还至少95亿美元现金，并在大约一小时后举行财报电话会议。
So, I'm sure we'll get some more detail then. Overall though, despite this massive bounce in the pre-market, shares were down over 30% going into the close. So, this company showing a bit of life coming back today.
所以，我相信我们会在那时获得更多细节。不过总体而言，尽管盘前出现大幅反弹，但该股在收盘前仍下跌了超过30%。因此，这家公司今天显示出一些复苏的迹象。
Well, here's a stock that's been bouncing around. I'm looking at Micron and it reported earnings after the bell yesterday.
好的，这里有一只一直在震荡的股票。我看的是美光科技，它在昨天收盘后公布了财报。
Yeah. So, Micron, ticker MU, is up about half a percent in the pre-market. It's been down. It's been up a little bit as investors continue to, you know, process the fiscal fourth quarter results that came in. Revenue jumped 380% both top and bottom line figures beat estimates by 5%. A lot of very high expectations going into this memory. A giant a huge player in the AI buildout. The company is predicting 61.5 billion dollars of revenue in the current quarter.
是的。所以，美光科技（股票代码MU）在盘前上涨约0.5%。它之前有过下跌，也有过小幅上涨，因为投资者仍在消化刚刚公布的第四季度财务结果。营收飙升380%，顶线和底线数据均超出预期5%。市场对这家存储巨头、AI建设中的巨大参与者抱有非常高的期望。公司预测本季度营收将达到615亿美元。
That is well above estimates. Earnings per share predictions also more optimistic than the street. However, the company warned that rising compensation will weigh on profit margins. These memory companies have been giving large paybacks to some of their employees as the business booms. Something else to note is just the high bandwidth memory shipments. Those are outpacing conventional DRAM and the company is increasing pricing for the coming calendar year.
这远高于预期。每股收益预测也比华尔街更乐观。然而，公司警告称，不断上升的薪酬将对利润率造成压力。随着业务蓬勃发展，这些存储公司向部分员工支付了巨额奖金。另一点值得注意的是高带宽内存的出货量。其增速超过了传统DRAM，并且公司正在提高下一个日历年度的定价。
That's going to help narrow the profitability gap with the more traditional type of memory. So, lots to digest this morning. Overall though, you know, that stock is now up about half a percent. The other memory companies, Western Digital, WDC up one and a half, SanDisk up SNDK up nearly 2% in the pre-market. So, in general, memory getting a boost.
这将有助于缩小与传统类型内存的盈利差距。因此，今天早上有很多内容需要消化。不过总体而言，你知道，该股票目前上涨约0.5%。其他内存公司中，西部数据（Western Digital）上涨1.5%，闪迪（SanDisk）在盘前交易中上涨近2%。因此，整体而言，内存板块获得提振。
You're also watching Alphabet, and this is after Google introduced this new Gemini 4.
你也在关注Alphabet，这是在谷歌推出新的Gemini 4之后。
Yeah, so it's its new uh frontier AI model. The shares are up about 2% in the pre-market, and the company announced that this will be coming out. Few of the key figures. Token costs will be about $2 per million for input tokens, $10 per million for output tokens, and the models will be made available as soon as safely possible. According to the Google CEO, Bloomberg has also reported that Google is grappling grappling with internal skepticism over how well it performs in key areas such as coding.
是的，这是其全新的前沿AI模型。该股在盘前交易中上涨约2%，该公司宣布即将推出该产品。以下是几个关键数据：输入代币的成本约为每百万个2美元，输出代币约为每百万个10美元，这些模型将在安全允许的情况下尽快提供。据谷歌首席执行官称，彭博社还报道说，谷歌正在应对内部对其在编码等关键领域表现如何的怀疑态度。
Some employees said that while it performed well on metrics, it did less well when employees actually put it to work. The company pushed back saying that Gemini saying that Gemini uh 4 is not underperforming in areas like coding and overall I think key bank analyst Justin Patterson put it well. He said while Gemini for Oregon lags frontier models from OpenAI and Anthropic across several coding benchmarks it's progress for Gemini.
一些员工表示，虽然它在各项指标上表现良好，但当员工实际将其投入使用时，表现却较差。公司予以反驳，称Gemini 4在编码等领域并未表现不佳。总体而言，我认为KeyBanc分析师贾斯汀·帕特森（Justin Patterson）说得很好。他表示，尽管Gemini for Oregon在多项编码基准测试中落后于OpenAI和Anthropic的前沿模型，但这仍是Gemini的进步。
Well, is 30 seconds enough for an Oracle update?
那么，30秒足够进行一次甲骨文（Oracle）更新吗？
Yeah. So, uh quickly the shares are up 2%. Uh Financial Times reporting that Tencent agreed to a 5-year lease of about 100,000 advanced AI chips. That's estimated to be worth about seven billion dollars, including an upfront payment of 30%. 10-centent Oracle didn't respond to the FT's request for comment. So, a lot more around AI leasing today. The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street.
是的。快速播报一下，股价上涨2%。《金融时报》报道称，腾讯同意以约10万颗先进AI芯片签订为期5年的租赁协议。估计价值约70亿美元，其中包括30%的首付款。甲骨文未回应《金融时报》的置评请求。因此，今天关于AI租赁的消息还有很多。这是来自彭博广播的股票异动报告。请在当天稍后再次关注我们，获取华尔街企业新闻的最新汇总。
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