Anthropic招股书披露260亿美元投资，Take-Two与On
Chip Stocks Edge Lower, Take-Two Rises, On Holding 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 Dan Curtis. So Dan, it is official. The IPO Perspectus is out for Anthropic and it has some big names backing it. How are those names doing pre-market? Good morning.
《股市动向报告》，为您汇总在股市中采取行动的上市公司，借助彭博数据的力量。让我们来看看今天一些正在变动的股票。我是内森·黑格，与彭博的丹·柯蒂斯 joined by 丹·柯蒂斯。所以丹，这是官方消息。Anthropic 的首次公开募股（IPO）招股书已发布，并且有一些大牌投资者支持它。这些投资者在盘前表现如何？早上好。
Good morning, Nathan. That's right. So, uh we've seen about $26 billion in uh in investment from these names. Uh leading that charge, Alphabet, uh with $10 billion. That stock is up about 8/10 of a percent. Nvidia matching that $10 billion. So, these two companies 20 billion of that 26 billion. Nvidia still under a bit of pressure after being down yesterday. A few other names getting mentioned as well. AMD in for $2.5 billion.
早上好，内森。没错。我们看到了来自这些投资者的约 260 亿美元的投资。领投的是 Alphabet，投资额为 100 亿美元。该股票上涨约 0.8%。英伟达也匹配了 100 亿美元的投资。因此，这两家公司贡献了这 260 亿中的 200 亿。英伟达昨日下跌后，目前仍承受一定压力。还有一些其他公司也被提及。AMD 投资了 25 亿美元。
That's down 9/10en of a percent. That is pairing some of yesterday's 13% pop. And Broadcom also down about 8/10en of a percent. That was up 9%. Uh those two companies, you know, just putting in, you know, still billions of dollars. Not quite the uh capital commitment from Alphabet or Nvidia, but we're seeing this kind of just whipssaw back and forth in the markets this morning among above among these names. But you're right, that anthropic IPO is out the door. there's a chance for a bunch of companies to start getting a bit more cash flowing back into the AI system.
该股票下跌约 0.9%，部分抵消了昨日 13% 的涨幅。博通也下跌约 0.8%，而此前曾上涨 9%。嗯，这两家公司仍在投入数十亿美元的资金。虽然不像 Alphabet 或英伟达那样有巨额资本承诺，但我们看到今天早上这些公司的股价在市场上反复震荡。但你说得对，Anthropic 的 IPO 已经推出，这将使一批公司有机会开始将更多资金回流到 AI 系统中。
So, this is something we're going to watch as it continues to develop.
因此，随着事态的持续发展，我们将密切关注这一情况。
Yeah, the report is 26 billion dollars is what these companies are looking to raise on top of the 64.4 billion anthropic alone is uh hoping to rake in from the IPO. So, we definitely will be watching. We're also watching some names that are moving after the uh after earnings, including Take 2 Interactive. Um, we still haven't gotten GTA 6 yet, Dan. Uh, but how's the stock doing?
是的，报告显示这些公司计划筹集 260 亿美元，这是在 Anthropic alone 希望从 IPO 中获得的 644 亿美元之上的额外融资。所以我们肯定会密切关注。我们也在关注一些在财报发布后出现波动的公司，包括 Take-Two Interactive。嗯，丹，我们还没有等到 GTA 6。那么这只股票表现如何？
The stock's doing well, and this is not AI big numbers, but GTA 6 does look to be a big number for the video game, uh, area. So, take two, uh, ticker TTW is up 4% in the pre-market. We're a week away from that GTA 6 you were talking about, uh, the release, and that is what tended to dominate the call. This is expected to be one of the most lucrative titles ever launched and the company is reiterating it reiterating its forecast of eight billion dollars or higher in that bookings for the fiscal year.
这只股票表现良好，虽然这不是 AI 领域的大数字，但 GTA 6 对于电子游戏领域来说确实是一个大数字。因此，Take-Two（股票代码 TTW）在盘前上涨了 4%。距离你提到的 GTA 6 发布还有一周时间，这在电话会议中往往占据主导地位。预计这将是历史上最赚钱的游戏作品之一，公司重申其对本财年预订额达到 80 亿美元或更高的预测。
That would be a record figure. Now, a little bit of weakness for uh take two into this. It said the NBA 2K27 title, which launched in September, sold fewer copies than forecasted. However, the CEO said he thinks that customers held off on buying that game so that they could save up for GTA instead. And we've seen a lot of other studios front running the GTA 6 release, including the Call of Duty uh title, which was just released ahead of this.
那将是一个创纪录的数字。现在，有一点疲软的因素是《NBA 2K27》。该游戏于9月推出，但销量低于预期。然而，首席执行官表示，他认为消费者推迟购买这款游戏，以便为《GTA》攒钱。我们还看到许多其他工作室提前布局《GTA 6》的发布，包括刚刚在此前发布的《使命召唤》系列作品。
So, everyone in the gaming industry is repositioning their strategies around this. I know Lewis Hamilton himself said he'd take the day off to play GTA 6. With the Las Vegas Grand Prix coming up, I'm not quite sure if he'll be able to do that, but let's see how he drives this weekend. Maybe he'll be too fatigued.
因此，整个游戏行业都在围绕这一事件重新调整策略。我知道刘易斯·汉密尔顿本人曾表示他会请假一天来玩《GTA 6》。随着拉斯维加斯大奖赛的临近，我不确定他是否真的能这么做，但让我们看看他本周末的表现如何。也许他会过于疲劳。
No kidding. Well, um, apart from video games, we're also keeping an eye on sneakers because we got earnings as well from OnHoldings. And that stock's getting pummeled pre-market, Dan.
可不是嘛。嗯，除了电子游戏，我们也在关注运动鞋市场，因为我们收到了 On Holdings 的财报数据。丹，这只股票在盘前交易中遭到猛烈抛售。
It is. It's down 7% and actually held up relatively well in postmarket after uh it announced earnings, but or sorry, uh, it's getting pummeled in in pre-market. Um, and it's lifting its profit outlook after delivering a 3Q beat. Um that said its DTC channel, its direct to consumer channel saw weaker than expected constant currency sales growth grow growth and that is where the business has been expanding the fastest.
确实如此。该股下跌了7%，在公布财报后盘后交易阶段表现相对稳健，但抱歉，它在盘前交易中遭到猛烈抛售。该公司在第三季度业绩超预期后上调了盈利展望。不过，其直接面向消费者（DTC）渠道的同比恒定汇率销售增长低于预期，而该渠道一直是业务扩张最快的部分。
It now accounts for 42% of revenue. So we saw a little bit slower growth there. That said, when you look at regional sales in America's the largest segment that was a sales beat AMIA also beating on revenue, Asia-Pacific sales a bit below estimates. There's been some general weak uh retail weakness out of that area. But for on holdings, that is the smallest company. It seems like this DTC channel slowdown uh or not slow down, growth slowdown uh is seems to be what's weighing on the stock this morning.
目前该渠道占总收入的42%。因此我们看到那里的增长略有放缓。话虽如此，当我们查看区域销售情况时，美国作为最大的细分市场实现了销售超预期，AMIA（按市值加权指数）也实现了收入超预期，亚太区销售略低于预期。该地区出现了一些普遍的零售疲软现象。但对于 On Holdings 而言，这是最小的市场板块。看起来今天拖累股价的是 DTC 渠道的增长放缓。
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