Bending Spoons获伯克希尔追加投资股价飙升
Closing Bell: Bending Spoons Soars, Bank of America Slumps, CoreWeave Drops | Stock Movers
[music] Bloomberg Audio Studios, podcasts, radio, news. This is the closing bell on the stock movers report. [music] The company's making moves at the close of US trading with Carol Masser, Tim [music] Stenc, Roma Bostic, and Katie Grifeld.
[音乐] 彭博音频工作室、播客、广播、新闻。这是股市异动报告的收盘钟声。[音乐] 在美国交易结束时，公司正在采取行动，由卡罗尔·马瑟、蒂姆[音乐]·斯滕克、罗马·博斯蒂克和凯蒂·格里菲尔德报道。
Got to start [music] with Bending Spoons. Uh BSP is the ticker soaring 41% but at [music] its high it was up 55% today after Bergkshire Hathaway agreed to invest an additional 330 million in the Italian technology conglomerate. The investment bringing Bergkshire stake in bending spoons to 4% and that investment giving bending spoons more capital to pursue acquisition. So
首先从[音乐]弯曲勺子（Bending Spoons）开始。股票代码 BSP 飙升 41%，但在[音乐]盘中高点时上涨了 55%。此前，伯克希尔·哈撒韦同意向这家意大利科技集团额外投资 3.3 亿美元。这笔投资使伯克希尔在弯曲勺子的持股达到 4%，并为弯曲勺子提供了更多资金以追求收购。所以
you know I was always told that you don't try to bend the spoon Carol that it's [laughter] impossible.
你知道，我一直被告知不要试图弯曲勺子，卡罗尔，因为那[笑声]是不可能的。
You just focus on the truth. Is this a Matrix reference?
你只需专注于真相。这是《黑客帝国》的梗吗？
Wow,
哇，
it is. Thank you.
确实是。谢谢。
There is no spoon.
世上没有勺子。
We sent it to Beverly Hills and this is what happens. Like you get kind of thoughtful and sensitive.
我们把它送到了比弗利山庄，结果就是这样。你会变得有点深思熟虑和敏感。
That was in Century City actually.
那其实是在世纪城发生的。
Oh, okay.
哦，好的。
Okay. Wait, hold on. How much? How much did Bergkshire invest in this?
好的。等等，稍等。多少？伯克希尔在这上面投了多少钱？
Uh, so they did um 30 uh an additional 330 million. Okay.
呃，他们又追加了 3.3 亿。好的。
In the company, 4% in total.
在公司中，总共占 4%。
Okay.
好的。
But keep in mind that they previously invested 600 million uh at their July.
但请记住，他们之前在七月已经投资了 6 亿美元。
Still, this is just such peanuts for Bergkshire, right? their cash pile is $360 billion.
尽管如此，这对伯克希尔来说只是九牛一毛，对吧？他们的现金储备高达 3600 亿美元。
But that they're interested I think is pretty significant.
但他们表示感兴趣这一点我认为相当重要。
I I agree.
我同意。
All right. I'm glad that you agree. Uh you mentioned remain healthcare and I noticed healthcare and biotech names really outperforming today. I'm just going to call your attention to a couple of them and that includes Merc which is up about 3.8% and Madna a gain of about 4.6%. This was top uh in some of the major indices. Maybe because Merc CEO telling CNBC that he expects the company's breakthrough cancer vaccine with Madna to get faster to make over time.
好吧，很高兴你同意。你提到了瑞康医疗（Remain Healthcare），我注意到医疗保健和生物科技股今天表现强劲。我只是想提醒你关注其中几只股票，包括默克（Merck），上涨约 3.8%，以及莫德纳（Moderna），上涨约 4.6%。这些是主要指数中的佼佼者。也许是因为默克首席执行官告诉 CNBC，他预计与莫德纳合作开发的突破性癌症疫苗将随着时间的推移更快地获批上市。
He acknowledged that manufacturing the vaccine is a complex system that said Merk and Madna have the process down to a very tight science. Keep in mind investors very excited about the prospect for cancer vaccine. So uh and it could also be just kind of a safe play when you look at the rest of the health care sector because a lot of names biotech and other uh were higher in today's session. And then we talked about the tough going for those big banks a lot of them under pressure over the last couple of days.
他承认生产疫苗是一个复杂的系统，并表示默克和莫德纳已将流程掌握得非常精准。请注意，投资者对癌症疫苗的前景感到非常兴奋。因此，当你纵观整个医疗保健板块时，这可能也是一种相对安全的投资策略，因为在今天的交易中，许多生物科技和其他相关股票的表现都更为强劲。然后我们谈到了大型银行近期的艰难处境，其中许多银行在过去几天里承受着压力。
We did see JP Morgan lower yesterday but we saw investors moving back in stock up about 1.2% in today's session. So I just thought that was interesting a little bit of a standout uh especially when it comes to the largest US bank here. All right, that's my gainers.
我们确实看到摩根大通昨天下调了评级，但我们看到投资者重新买入股票，今日交易时段上涨约1.2%。所以我觉得这有点意思，尤其考虑到这是美国最大的银行。好了，这是我的涨幅榜个股。
All right, I got to start for decliners with Bank of America. This shares of Bank of America down 4.8% today. They were down as much as 7% earlier in the session at one point, erasing $30 billion in market cap before bouncing off those lows a little bit. The headline, we got it late yesterday after the market closed. $1.21 billion of fines received for issues with its moneyaundering and sanctions control, its biggest regulatory fine in the past decade.
好的，我从跌幅榜开始，首先是美国银行。美国银行今日股价下跌4.8%。在交易时段早些时候，其跌幅一度高达7%，抹去了300亿美元的市场市值，随后从低点小幅反弹。头条新闻是：我们在昨天市场收盘后收到消息。因反洗钱和制裁控制问题，该公司被处以12.1亿美元的罚款，这是过去十年来其面临的最大监管罚款。
Uh Herman Chan, we just had him on the program, Roman, and he said, I asked how much of today's decline in in Bank of America is about this fine versus the numbers. He said it's mostly about this fine rather than the numbers. Uh earnings though crimped by the charge. Traders missed estimates. A bond portfolio surpassed hundred billion dollars in paper losses. Also, I want to draw everyone's attention over to the socks.
嗯，赫尔曼·陈（Herman Chan），我们刚才在节目里请到了他，罗曼（Roman），他说我问他今天美国银行的跌幅中有多少是因为这笔罚款，多少是因为财报数据。他说主要与这笔罚款有关，而非数据。不过，盈利因这笔拨备而受到挤压。交易员错过了预期。债券组合的账面亏损超过千亿美元。另外，我想把大家的注意力引向SOX指数。
The Philadelphia semiconductor stock exchange index. Carol got this one on my radar today. down 4.3%. Over the last 6 days, the socks has erased over $1 trillion in market cap.
费城半导体指数（SOX）。卡罗尔（Carol）今天把这个放进了我的观察名单。该指数下跌4.3%。在过去6天里，SOX指数已抹去了超过1万亿美元的市场市值。
That's just wild. Um
这简直太疯狂了。呃
it's a lot.
损失很大。
Yeah. Pressure on global chips uh increased due to factors including increased competition with AI, rising financing requirements, and higher rates. This according to uh the chief investment office over at UBS. And finally, coreweave. Let's get on over to coreweave just to related to what's happening. down 15% today, fell as much as 17%. AI related stocks fell. The company provider, the company um bonds plunged to levels typically indicating distress.
是的。根据瑞银（UBS）的首席投资办公室的说法，由于包括与人工智能竞争加剧、融资需求上升以及利率走高等因素，全球芯片行业面临压力。最后，看看CoreWeave。让我们来看看CoreWeave，这与正在发生的事情有关。该股今日下跌15%，一度下跌17%。与人工智能相关的股票下跌。该公司的债券价格暴跌至通常表明陷入困境的水平。
The company CEO said the drop in the firm stock and bond prices is due to the market acting quote irrationally. It's down about 8% this year. Roma down 64% from those all-time highs.
该公司首席执行官表示，公司股价和债券价格的下跌是由于市场表现得“非理性”。该股今年下跌约8%。罗曼（Roma）指出，该股已从历史高点下跌64%。
The yield story was a big story today on the back of that 8:30 a.m. CPI report. We saw a 16 basis point spike in the two-year yield, 11 basis point spike in the 10-year yield. But for those of you watching us on television, you can see that those numbers got retraced in a big way. Your 2-year yield ends the day up by about two basis points and the rest of the curve, it's actually lower. But we should point out some of that appeared to be a bit of a haven bid because of the concerns about what was going [music] on in equities.
收益率话题今天是头条新闻，背景是早上8:30发布的CPI报告。我们看到两年期收益率飙升了16个基点，十年期收益率飙升了11个基点。但是对于在电视上观看我们节目的各位，你们可以看到这些数字大幅回吐。你的两年期收益率全天最终仅上涨约两个基点，而收益率曲线的其余部分实际上更低。但我们需要指出，其中一部分似乎是由于对股市动向的担忧而产生的避险买盘。
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