耐克因指引不及预期周跌5.3%，波音受FAA消息影响波动
Weekly Roundup: Nike Falls, Boeing Gains, Carnival Gained | 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.
《股票动向报告》，为您汇总在股市中采取行动的各大公司，借助彭博数据的力量。
So, let's get to stocks on the move this past week. And with us is Bloomberg News equities reporter Aralis Bonia Ramos. She is here in studio. It's a name that we were talking about a lot Friday. It's a name that when you look for the week overall some big moves. Nike.
那么，让我们来看看过去一周股价波动的股票。与我们一起的是彭博社新闻记者阿拉利斯·博尼亚·拉莫斯（Aralis Bonia Ramos）。她就在演播室。这是我们周五讨论得很多的一个名字。如果你纵观整个星期，会发现一些大幅波动。耐克（Nike）。
Yeah, let's start there.
是的，我们就从这里开始。
Totally. Uh well, that's sticker NK with a weekly drop of about 5.3%. The sneaker and sports were maker revenue guidance for the full year fell short of consensus estimates. Um its first quarter revenue was also weaker than expected. uh a lot of softness uh particularly in Nike sportsware, its Jordan brand and management noted to sales uh steadily declining in the China region. Worth noting though, some analysts believe Nike will regain full leadership in the their position in sport, but sales and margin will likely remain pressured at least through 2028.
完全正确。嗯，股票代码为NK，本周跌幅约为5.3%。这家运动鞋和运动装备制造商的全年收入指引低于市场共识预期。其第一季度收入也弱于预期。嗯，疲软现象明显，尤其是在耐克的运动服装、乔丹品牌方面，管理层指出中国地区的销售持续下滑。不过值得注意的是，一些分析师认为耐克将重新夺回其在运动领域的全面领导地位，但销售和利润率至少在2028年之前可能会继续承压。
Yeah, it's been a story that's been, you know, going on for a few years trying to find its way. We talked with our Punham Goyle uh also about Nike. she's followed it. Um, seems to think that Elliot Hill, the CEO, who's been there for a few years already, um,
是的，这是一个已经持续了几年的故事，一直在努力寻找出路。我们也与彭博社的潘汉姆·戈伊尔（Punham Goyle）聊过耐克，她也一直关注这家公司。嗯，她似乎认为首席执行官埃利奥特·希尔（Elliot Hill）——他已经担任CEO几年了——嗯，
needs more time is what she was saying. Just needs more time. Needs time.
需要更多时间，这就是她的观点。只需要更多时间。需要时间。
It's a big shift.
这是一个巨大的转变。
Yeah. Yeah. And she was also saying how the next catalyst for the stock is probably their investor day. Yeah.
是的。是的。她还表示，该股下一个催化剂可能是他们的投资者日。是的。
Which is next month.
下个月举行。
We'll definitely get more details too about that efficiency plan they also announced and that outlook. Uh, because they have a restructuring plan ahead too. Uh, but we'll learn more in that. I think that day, like you're saying, it's going to be a turning point for the company. Definitely. Okay, moving on. You brought another tidbit. Boeing, it has really been a roller coaster ride for this company and so many different headlines driving the stock.
我们肯定会了解更多关于他们同时宣布的效率计划的细节，以及前景。嗯，因为他们也有一个重组计划。嗯，但我们将在那天了解更多。我认为正如你所说，那一天将成为公司的转折点。确实如此。好的，继续。你带来了另一个小插曲。波音（Boeing），这家公司真的经历了一场过山车般的旅程，许多不同的头条新闻推动着股价。
So, what can you tell us?
那么，你能告诉我们什么？
Sure. You just said it. It's been up, it's been down, it's been up, it's been down. First, we had uh that software glitch on their 737 Max uh narrow body models. Then, we had them winning over Northrup Groomman uh for the Army's next generation fighter.
当然。你刚才说了。它涨过，跌过，又涨过，又跌过。首先，我们遇到了其737 Max窄体机型上的软件故障。然后，我们听说他们在北罗普·格鲁曼（Northrop Groomman）竞争中胜出，获得了美国陆军下一代战斗机的合同。
That was big for Boeing, right?
这对波音来说是大事，对吧？
It was really big. That's really what analysts I mean it's already an important sort of like step for them. Um then at unionize white collar uh uh workers ratify a new contract averting a costly strike and then today a couple hours ago the FAA went back to the software glitch and said listen this is not a safety issue for pilots. Okay.
规模真的很大。我的意思是，这已经对他们来说是一个重要的步骤。嗯，然后工会白领员工批准了一份新合同，避免了一场代价高昂的罢工，就在几个小时前，美国联邦航空管理局（FAA）再次谈及软件故障问题，并表示：听着，这对飞行员来说不是安全问题。好的。
Um so the stock it but but it's it's very much
嗯，所以股价……但确实非常……
again just like going with the flow with Boeing. It started Saturday. Even today, we're not seeing the stock. Seeing
再次就像随波逐流一样跟随波音。事情从周六开始。即使到今天，我们也没看到股价……看到……
the stock didn't I would imagine I would have imagined the stock to to rally more on this news.
我没看到股价上涨。我原本以为股价会对这一消息做出更强劲的反弹。
Totally.
完全正确。
What did it do for the week overall?
这对整个星期的表现有什么影响？
Um it dropped about uh 2.3%. Okay.
嗯，它下跌了大约2.3%。好的。
Uh but the comp I mean they have been steadily declining for the last quarter. This is one of their worst months uh I think this year and it's been steadily declining maybe for four weeks. Yeah. For a month. Yeah. Yeah, the um equity BQ function on the terminal and Boeing is down about 11% year to date.
呃，但对比来看，我的意思是他们在过去一个季度里一直在稳步下滑。我认为这是他们今年最糟糕的月份之一，而且可能已经连续四周稳步下滑。是的。整整一个月。是的。是的，终端上的彭博行情（Bloomberg Terminal）显示波音年初至今下跌了约11%。
Yeah.
是的。
But but you look at the week down 7% on Monday, up 2% on Tuesday, up 3% on Thursday. It's been a bit of a roller coaster ride.
但你看看本周的表现：周一下跌7%，周二上涨2%，周四上涨3%。经历了一段像过山车般的波动。
It's definitely a market reaction to it's they've been moving on every news
这肯定是市场反应，因为他们的股价随着每一条新闻在变动……
and and you see where they where they're most like interested in. I think the turnaround story for Boeing, it's very much on the delivery. So, anything that could delay the certification of the next models are
并且你能看到他们最关心的是什么。我认为波音的扭转局势故事主要集中在交付方面。因此，任何可能延迟下一代机型认证的事情都会……
That makes sense. That makes sense.
这说得通。这说得通。
All right. Just quickly, just about 30 40 seconds here. Carnival, ticker CCL, what do you got there?
好吧。快速聊一下，大概就30到40秒。嘉年华邮轮（Carnival），股票代码CCL，你有什么看法？
A lot of demand in Europe. Uh that and they also raised its fullear outlook. The company also said that both occupancy and pricing at a record levels for 2027. In 2028, it's off to an excellent start. So that uh demand in Europe basically dispels concerns across the cruising industry that geopolitical tensions are sort of like impacting sins.
欧洲市场需求旺盛。此外，他们还上调了全年展望。该公司还表示，2027年的入住率和定价均创下纪录。2028年开局良好。因此，欧洲的这种需求基本上消除了邮轮行业对地缘政治紧张局势正在影响需求的担忧。
Are they outperforming their competition right now Carnival?
目前嘉年华相对于竞争对手是否表现更好？
Um I mean the advanced this week about 16% actually I I'm going to look into that.
嗯，我的意思是本周实际上上涨了约16%。我要去查一下具体数据。
Get back to us some but up 16% or almost 16% this week but I think yeah they've been bouncing around too. They're down about 15% um for the year. And I'm just going to pull up Royal Caribbean cuz you ask about competition and Royal Caribbean is just down about half a percent. So, a little bit different in terms of the tune.
稍后回复你，但这周确实上涨了16%或接近16%，不过我认为是的，他们的股价也在上下波动。年初至今下跌了约15%。我只是调出皇家加勒比（Royal Caribbean）的数据，因为你问到了竞争情况，而皇家加勒比仅下跌了约0.5%。所以在走势上略有不同。
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