CoreWeave财报超预期涨20% Nvidia受丑闻影响波动
CoreWeave Rises, Nvidia Mixed, and MP Materials Gains as Freedom Capital Upgrades on Valuation |...
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[音乐] 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. Let's take a look at some of the individual stocks on the move today. We can do that with Carmen [music] Renkey, Bloomberg Markets reporter. Carmen, what are you looking at today?
《股票异动报告》，为您汇总在股市中动作频频的公司，借助彭博数据的力量。让我们来看看今天一些正在变动的个股。我们可以请彭博市场记者卡门·伦基 [音乐] 来为我们分析。卡门，你今天关注哪些股票？
Yeah, so the top name I think everyone's looking at is Cororeweave. This is ticker CRWV and shares are up about 20% right now intraday. This is the best intraday move since August. Obviously, this follows a blowout earnings report from the Neocloud provider. So, revenue better than expected, really solid backlog, and the company really sort of um addressed investor fears over financing that had, you know, led to a sell-off earlier in the year.
是的，我认为大家最关注的头号股票是 Cororeweave。其股票代码为 CRWV，日内涨幅目前约为 20%。这是自八月以来最好的日内表现。显然，这紧随 Neocloud 提供商发布的超预期财报之后。收入好于预期，积压订单非常扎实，公司也切实解决了投资者此前因融资担忧而导致的抛售问题。
So, core stock still down on the year, but getting um you know, a lot of green on the screen today.
因此，该核心股票今年整体仍下跌，但今天屏幕上出现了大量的绿色（上涨）信号。
All right. uh blah blah blah. What's next?
好的。呃，接下来呢？
Let's talk about Nvidia. So, we're seeing, you know, just a lot of buying back into the AI trade. A lot of this sort of is led by Coree, but Nvidia, this is ticker NVDA, is also getting some green on screen even despite a downgrade at Baron. So, the stock is up more than 2% right now. Um, and this is snapping uh a bit of a losing streak after uh Jensen Wong admitted to an affair with an alleged Chinese spy. Um, so investors obviously still watching that as that situation unfolds, but we're seeing some dip buying coming back in here today for Nvidia.
我们来谈谈英伟达。我们看到，大量资金重新买入人工智能交易。这部分主要由 Coree 引领，但英伟达（股票代码 NVDA）尽管遭到 Baron 降级，屏幕上也显示出一定的涨势。目前股价上涨超过 2%。这在一定程度上扭转了此前的连跌走势，此前黄仁勋承认与一名据称是中国间谍的女子有染。投资者显然仍在密切关注事态发展，但我们看到今天英伟达出现了一些逢低买入的买盘。
This whole Nvidia thing is like a Netflix miniseries. I mean,
整个英伟达的事件就像一部 Netflix 迷你剧。我的意思是，
I mean, you can't make this stuff up. Like, what what are you thinking, dude? All right. I mean, and I, you know, a lot of people are out there on Wall Street saying
我的意思是，这种事你没法编出来。天哪，你到底在想什么？好吧。我的意思是，而且我知道，华尔街上有许多人都说
Nvidia is Jensen Wong. Jensen Wong is Nvidia. You can't separate the two. I I don't know. But, uh, this could get ugly, but the earnings next week will be really key. Um, all right. One more here.
英伟达就是黄仁勋，黄仁勋就是英伟达。两者无法分割。我不知道。但是，呃，情况可能会变得棘手，但下周的财报将非常关键。好了，再看一个。
Yep. Last one that I'm looking at is MP Material. So, this is ticker MP stock up uh 3.3% right now intraday. This company got an upgrade um from Freedom Capital Markets uh upgrading the company to buy from hold on the valuation um especially following the company's earnings. So, this stock got pretty beaten down and it's still down about 25% year to date. Um but Freedom Capital Markets [music] coming in and say, "Hey, maybe now's the time to buy.
没错。我看的最后一只股票是 MP Material。其股票代码为 MP，日内目前上涨约 3.3%。该公司获得了 Freedom Capital Markets 的评级上调，从持有上调至买入，尤其是在公司发布财报后。这只股票此前跌幅较大，年初至今仍下跌约 25%。但 Freedom Capital Markets [音乐] 进场表示：“嘿，也许现在是买入的好时机。”
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