股市异动报告：引言

Bloomberg Audio Studios podcasts, radio, news, the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.

彭博音频工作室播客、广播、新闻，为您带来《股票异动报告》，这是您了解股市中公司动态的综述，它利用了彭博数据的强大力量。

I'm Carol Master along with Isabelle Lee. Let's get to some stocks on the move. Bloomberg News equities reporter Natalyia Kiny Javich is here in studio and got to talk about the big banks.

我是卡罗尔·马斯特，和伊莎贝尔·李一起。让我们来看看一些正在变动的股票。彭博新闻股票记者娜塔莉娅·金亚维奇在演播室，她将谈论大型银行。

They were definitely moving. Some good, some bad. Yes, it is an interesting earning season.

它们确实有所变动，有好有坏。是的，这是一个有趣的财报季。

富国银行表现强劲，摩根大通承压

So, let's start with Wells Fargo. The ticker is WFC. This is the best performer in the S&P 500 (Standard & Poor's 500: 标准普尔500指数，衡量美国500家大型上市公司股票表现的指数). The stock is up by 7%.

那么，我们从富国银行（股票代码：WFC）开始。它是标普500指数中表现最好的股票。该股上涨了7%。

Of course, this came after the bank raised its key profitability metric known as target for return on tangible common equity (ROTCE: 有形普通股股东权益回报率，衡量银行盈利能力的关键指标) to a range between 17 to 18% from a previous level of 15.

当然，这发生在银行将其关键盈利能力指标，即有形普通股股东权益回报率的目标，从之前的15%提高到17%至18%的区间之后。

Of course, it came after the Federal Reserve removed an asset cap (资产上限: 监管机构对银行资产规模设定的限制) in June because we know that Wells Fargo was restricted from expanding the size of its asset size. So now it is a big development.

当然，这也发生在美联储于6月取消了资产上限之后，因为我们知道富国银行曾被限制扩大其资产规模。所以，现在这是一个重大进展。

However, on the earning side itself, we saw that net interest income (NII: 净利息收入，银行通过贷款和投资获得的利息收入减去支付存款利息的差额) came below expectations. EPS (Earnings Per Share: 每股收益) and revenue (收入) were in line.

然而，就其财报本身而言，我们看到净利息收入低于预期。每股收益和收入则符合预期。

And then another big bank we are watching is, of course, JP Morgan. The ticker is JPM. The stock finished the trading session down by almost 2%.

然后，我们关注的另一家大银行当然是摩根大通。股票代码是JPM。该股在交易日结束时下跌了近2%。

Couple highlights. Of course, we saw that the revenue was driven by investment banking fees (投资银行费用: 投资银行提供咨询、承销等服务所收取的费用). For me, it's specifically interesting because I cover the IPO (Initial Public Offering: 首次公开募股，公司首次向公众出售股票) market as well. We saw a recovery.

有几个亮点。当然，我们看到收入是由投资银行费用推动的。对我来说，这尤其有趣，因为我也报道首次公开募股市场。我们看到了复苏。

But of course, highlights from CEO Jamie Diamond about softness in the economy, labor market. This is kind of a cockroach or a cockroach. It can only happen in the US.

但当然，首席执行官杰米·戴蒙德强调了经济和劳动力市场的疲软。这就像一只蟑螂，或者说是一种只有在美国才会发生的情况。

Got to love it. If you don't know who we're talking about, just check out the story at blindberg.com.

真是爱死它了。如果你不知道我们在谈论谁，只需在blindberg.com上查看相关报道。

沃尔玛携手OpenAI，零售业迎来AI浪潮

What about Walmart? This is also a really big American.

沃尔玛怎么样？这也是一个非常重要的美国公司。

It is a big story. Just yesterday, right, we spoke, who else want to collaborate with OpenAI (OpenAI: 一家人工智能研究和部署公司)? And here we are.

这是一个大新闻。就在昨天，我们还在讨论，还有谁想与OpenAI合作？现在答案揭晓了。

We have Walmart. The ticker is WMT. The stock is up by almost 5%. And of course, it came after announcement that the company will team up with OpenAI and enable shoppers to browse and buy products on ChatGPT (ChatGPT: 由OpenAI开发的人工智能聊天机器人).

我们有沃尔玛。股票代码是WMT。该股上涨了近5%。当然，这发生在公司宣布将与OpenAI合作，使购物者能够在ChatGPT上浏览和购买产品之后。

And of course, it is a kind of big push. Analysts are pretty excited about that. They see quote "significant opportunities." Specifically, UBS analysts are saying that and D.A. Davidson, excuse me, analysts is saying that it is actually making the case for Walmart to be a winner among all traditional retailers in this kind of.

当然，这是一种重要的推动。分析师们对此非常兴奋。他们看到了“巨大的机遇”。特别是，瑞银（UBS）分析师和D.A.戴维森（D.A. Davidson）分析师都表示，这实际上使沃尔玛成为所有传统零售商中的赢家。

Like, doesn't it beg the question, like, who's next? Do we now all of a sudden get a ton of buy buttons from everybody? Like, I don't know.

这难道不引人深思吗？下一个会是谁？我们现在是不是突然会从所有地方看到大量的购买按钮？我不知道。

Yes, you're right. I, this is something I didn't see coming actually. But if you think about it, it kind of makes sense.

是的，你说得对。我确实没想到会发生这种事。但如果你仔细想想，这确实有点道理。

Like, yeah, of course, you want to have an AI to help you with whatever your shopping list is. And Matt earlier from TV made the case that he even uses Chatty for recipes.

是啊，当然，你会希望有一个人工智能来帮助你处理购物清单。电视上的马特早些时候就说他甚至用ChatGPT来查找食谱。

He uses it for, yeah, he totally does. Tim does the same thing. Like, he'll be like, "Here's what's in my fridge or something and so on and so forth. Like, what can I do with it?" I love it. I love playing with it. I've used it a little bit for work and stuff, but it's kind of fun.

他确实用它来做饭。蒂姆也做同样的事情。他会说：“我的冰箱里有什么什么东西，我能用它们做些什么？”我喜欢它。我喜欢玩它。我用它做过一些工作，但它也很有趣。

阿泰生命科学股价飙升，受益于心理健康药物政策

All right. There's a company I'm not familiar with, but it definitely was on the move today.

好的。有一家公司我不太熟悉，但它今天确实表现活跃。

Yes, it is an interesting story. The company is called Atai Life Sciences. The ticker is ATI.

是的，这是一个有趣的故事。这家公司名叫阿泰生命科学（Atai Life Sciences）。股票代码是ATI。

The stock jumped by 11% today. This is a clinical trial stage (临床试验阶段: 药物研发过程中，在人体上测试药物安全性和有效性的阶段) biopharmaceutical company (生物制药公司: 从事生物技术药物研发、生产的公司). It was among the biggest movers today in the pharmaceutical space across other psychedelic stocks (迷幻药股票: 专注于开发迷幻物质作为治疗用途的公司的股票).

该股今天跳涨了11%。这是一家处于临床试验阶段的生物制药公司。在制药领域，它与其他迷幻药股票一起，是今天涨幅最大的股票之一。

So, it came after a Republican state senator in North Carolina said that the state could quote "lead the nation in expanding military veterans' access to mental health drugs" because this company specifically develops treatments for mental health diseases.

这发生在北卡罗来纳州的一位共和党州参议员表示，该州可以“在扩大退伍军人获得心理健康药物方面引领全国”之后，因为这家公司专门开发治疗心理健康疾病的药物。

This is according to a report from a publication called Marijuana Moment. So, we do see that these stocks are on the move today.

这是根据一份名为《大麻时刻》（Marijuana Moment）的刊物报道的。所以，我们确实看到这些股票今天表现活跃。

Yeah. And Nem initiated coverage of the company with a recommendation of buy and a price target of $12.

是的。而且Nem对该公司启动了覆盖，推荐买入，目标价为12美元。

Almost doubling today's price. By the way, the stock finished at six.

几乎是今天股价的两倍。顺便说一下，该股收盘价为6美元。

351% higher this year.

今年上涨了351%。

Is that crazy?

这太疯狂了吧？

I feel like these companies they can, we forget about them and then when a big announcement comes, bam.

我感觉这些公司，我们可能会忘记它们，但当一个重大消息传来时，它们就会突然爆发。

报告总结

The stock movers report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market-moving headlines, listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business App.

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