SpaceX三季度营收超预期，拟与特斯拉合并
SpaceX Shares Rise; Super Micro Rallies; Netflix Falls | 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. Let's take a look at some stocks on the move today. I'm Nathan Hager, joined by Bloomberg's Khloe Melly on a positive morning. A lot of the reason for that, SpaceX, just because of the the weight in the market. Good morning, Chloe. Good morning, Nathan. Yes, indeed. We're in the thick of of earning season and some really big names are in focus today, but of course, we do have to start with SpaceX, which had actually very good results with third quarter revenue, much better than expected.
《股市动向报告》，为您汇总在股市中采取行动的公司，充分利用彭博数据的力量。让我们来看看今天一些正在变动的股票。我是内森·黑格（Nathan Hager），与彭博的克洛伊·梅利（Khloe Melly）一起报道一个积极的早晨。原因之一在于 SpaceX，仅仅是因为其在市场中的权重。早上好，克洛伊。早上好，内森。是的，确实如此。我们正处于财报季的深水区，今天一些真正的大名鼎鼎的公司备受关注，但我们当然必须从 SpaceX 说起，其第三季度收入表现实际上非常好，远超预期。
That was driven by huge growth in two businesses in particular, which was AI and then the satellite internet business as well. And in addition to that, we can't not talk about it. Um Elon Musk also said that SpaceX could be combined with Tesla in what would be uh the biggest ever corporate merger that would essentially create a conglomerate that would include electric cars, data centers, space rockets, and with the ambitions of course that Musk has has talked about before, which is data centers in space, driverless cars, humanoid robots, etc.
这主要由两个业务的巨大增长推动，分别是人工智能（AI）和卫星互联网业务。此外，我们还不得不谈谈它。埃隆·马斯克（Elon Musk）还表示，SpaceX 可能会与特斯拉合并，这将是有史以来最大的企业合并，实质上会创建一个包括电动汽车、数据中心、太空火箭在内的企业集团，并且当然还有马斯克此前曾谈论过的雄心壮志，即在太空建立数据中心、无人驾驶汽车、人形机器人等。
Um Musk did say it might be tough to get a shareholder support on on that. Um, so it's not really a done deal yet, but shares are up on the back of this and also the results.
马斯克确实表示，获得股东对此的支持可能很困难。嗯，所以这还不是板上钉钉的事，但股价因此以及业绩表现而上涨。
Yeah. Uh, big jump for SpaceX. It looks like Tesla's getting a little bit of a lift in the pre-market as well. But even bigger gains after earnings for Super Micro Computer, Chloe.
是的。SpaceX 大幅上涨。看起来特斯拉在盘前交易中也略有提振。不过，超级微电脑（Super Micro Computer）在发布财报后涨幅更大，克洛伊。
Yeah, absolutely. So, staying within this AI theme, a good set of results for Super Micro, which makes a service for data centers. So, it's an interesting company because of its status as a really crucial AI player, but also because it has been the subject of a probe recently that accused a co-founder and uh two others of illegally diverting billions of dollars worth of service to China, which is of course in violation of US law.
是的，绝对如此。继续围绕这一 AI 主题，超级微电脑交出了一份不错的成绩单，该公司为数据中心提供服务。因此，这是一家有趣的公司，既因为它作为关键 AI 参与者的地位，也因为它最近成为调查对象，被指控一名联合创始人及另外两人非法将价值数十亿美元的服务转移至中国，这当然违反了美国法律。
And so, the company hasn't actually been charged in the case, but that's been a bit of a shadow on the stock recently. So those strong earnings are really in focus today and really driving that stock this morning as you said.
因此，该公司在该案件中实际上并未被起诉，但这一直是近期笼罩在股价上的一层阴影。所以，这些强劲的业绩确实是今天的焦点，正如你所说，也在今天早上推动了该股票的走势。
Of course you got to go to the other side of the coin here. The other uh big name that reported earnings after the close yesterday was Netflix and uh the struggles continue.
当然，你得看看硬币的另一面。昨天收盘后公布财报的另一位大名鼎鼎的人物是 Netflix（网飞），其困境仍在持续。
Yes, they absolutely do. It looks like weakness is set to continue for the company. It reported the slowest sales growth in three years. also forecast a fourth consecutive quarter of slowing growth with the company really blaming this on the advertising business and of course that's reviving investor concerns on that stock. The the problem is that Netflix has gone months now without a really big hit in either film or TV and it's really struggling to attract viewers to new shows or to uh new seasons of older shows.
是的，确实如此。看来该公司的疲软态势将持续下去。它报告称销售额增长处于三年来最慢水平，并预测第四季度的增速将继续放缓，公司将此归咎于广告业务，这当然重新引发了投资者对该股票的担忧。问题是，Netflix 已经数月没有推出真正的大热电影或电视剧作品，它在吸引观众观看新剧或老剧的新季方面确实举步维艰。
Um, and of course it's it's uh, you know, you have to remember that there's so much competition in streaming at the moment and Netflix is not really able to stand out. Um, so we've got this engagement problem and then also the failed bid for Warner Brothers that is making it quite hard for investors to see where the growth strategy is going going forward. And we've seen the stock really on a downward trajectory that is continuing today.
嗯，当然，你必须记住，目前流媒体领域的竞争非常激烈，而 Netflix 并没有真正脱颖而出。因此，我们面临着用户参与度问题，此外，收购华纳兄弟的失败尝试也让投资者很难看清其未来的增长战略方向。我们看到该股一直处于下行轨迹，并且今天仍在延续这一趋势。
And another stock on a downward trajectory after earnings this morning is AT&T. What did they report? Yeah, it's quite interesting for that company because we do have revenue and profit ahead of expectations. We have a guidance that is being raised. Uh but the stock is down and that might be because uh it reported fewer wireless phone subscribers um than expected and that is coming at a time of really intensifying competition in that space.
另一只在今早财报后处于下行轨迹的股票是 AT&T。他们报告了什么？是的，对该公司来说情况相当有趣，因为我们的收入和利润均超出预期，指引也有所上调。但股价却下跌了，这可能是因为他们报告的无线手机订阅用户数低于预期，而这正值该领域竞争日益激烈的时期。
Right now there's a price war going on for mobile customers and soon there could be really major disruption with SpaceX entering the sector as well and that could really eat into AT&T's profit margins and push it more um towards spending even more to kind of retain those customers and attract new ones as well. So that's really been the focus for investors this morning and that's really overshadowed what were otherwise actually very strong earnings.
目前移动客户市场正在打价格战，很快 SpaceX 也将进入该领域，这可能带来重大颠覆，从而严重侵蚀 AT&T 的利润率，并迫使其投入更多资金以保留现有客户并吸引新客户。这就是今天早上投资者关注的焦点，这也掩盖了 otherwise（否则）非常强劲的业绩表现。
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