贝莱德Q3吸金250亿美元,美银受罚跌7%,ASML上调指引
BlackRock Reports; ASML Gains; HPE Downgrade | Stock Movers
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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,利用彭博数据的强大力量。
Let's take a look at some stocks on the move today.
让我们来看看今天一些正在变动的股票。
Black Rockck, BLKR, ticker symbol, of course, this is the world's largest asset management having a nice manager. It's having a nice morning, up 2 and a half%. And look, investors have been lukewarm on this stock. It's down about half a percent uh year to date ahead of this report. And this report today may make the difference. Black Rockck pulling in $25 billion of new money in the third quarter. Revenue also surged.
贝莱德(BlackRock),代码BLKR,当然这是全球最大的资产管理公司,表现不错。它今早表现良好,上涨2.5%。而且你看,投资者对这只股票的态度一直不温不火。在今日这份报告发布之前,该股年初至今下跌了约0.5%。而今天的这份报告可能会带来转机。贝莱德在第三季度吸纳了250亿美元的新资金。收入也大幅飙升。
Uh it's uh adjusted earnings per share up 38% from a year ago. That beat estimates. So now Black Rockck is a full year into this major transformation or it's trying to push further into higher fee uh private markets. Um and it seems to be uh you know doing a pretty good job of it. I also have to mention since we're talking about the banks, Morgan Stanley this morning, right? Blew past estimates on both the top and bottom line.
嗯,调整后每股收益同比去年增长38%。这超出了预期。所以,现在贝莱德已经处于这一重大转型的整整一年之中,或者它正试图进一步推向更高费率的私募市场。嗯,看起来它做得相当不错。我还必须提到,既然我们在谈论银行,摩根士丹利今天早上怎么样?它在营收和利润两方面都远超预期。
Stock is higher as a result, but Bank of America uh sort of the outlier here missed on both revenue from fixed income and equities.
因此股价上涨,但美国银行(Bank of America)在这里算是个例外,固定收益和股权业务的收入均未达预期。
And with that big fine
以及那笔巨额罚款
and that $1.2 billion fine from the Treasury Department,
还有来自财政部的那12亿美元罚款,
the stocks down 7% here.
导致股价下跌7%。
Yeah. Yeah. Yeah.
是的。是的。是的。
Really? I did not know that.
真的吗?我之前不知道。
Yeah. Premarket.
是的。盘前交易时段。
You're a font of wisdom.
你真是智慧的源泉。
Thank you.
谢谢。
But let me just say why that fine happened. uh regulators found it had insufficient systems to monitor and report possible financial crimes. By the way, they didn't make any mention of that in their uh earning statement. Just going to say, oh, you know what, John Ferrero, isn't he going to um talk to Brian Moahan later? The CEO of Bank of America. All right, let's move on to the most valuable company in Europe, Dutchbased ASML, raising its sales forecast for the year, looking to increase production of its chipmaking machines.
但让我解释一下为什么会有这笔罚款。监管机构发现其缺乏监控和报告潜在金融犯罪的充足系统。顺便说一句,他们在财报声明中对此只字未提。我只是想说,哦,你知道的,约翰·费雷罗(John Ferrero)稍后会不会和布莱恩·莫伊尼汉(Brian Moohan)谈谈?他是美国银行的CEO。好吧,让我们继续看看欧洲最有价值的公司,总部位于荷兰的ASML,提高了今年的销售预测,计划增加其芯片制造机器的产量。
It says it's trying to keep up with soaring AI spending. Uh it's a problem a lot of companies wish they'd have. Uh that stock is actually coming under a little bit of pressure though today. It's considered a bellweather for the tech industry because of the kind of machinery it makes that goes into these AI data centers. And also just taking a look at this trifecta HPE which is you know Hullet Packard Enterprise, Dell and NetApp all lower.
该公司表示正努力跟上激增的人工智能支出。嗯,这是许多公司希望拥有的问题。不过,该股今天实际上承受着一定的压力。由于它为这些AI数据中心提供特定类型的机器,它被视为科技行业的晴雨表。此外,再看看这三巨头:HPE(惠普企业)、戴尔(Dell)和NetApp,全部下跌。
An analyst at Barkclay's downgraded this these stocks. He says they don't appear to have a quote meaningful AI inflection point yet and they say that he says these stocks are overvalued.
巴克莱(Barkclay)的一位分析师下调了这些股票的评级。他表示,这些股票似乎尚未出现有意义的AI拐点,并指出这些股票被高估了。
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