
纽约:全球股市周三(10月21日)上涨,受埃隆·马斯克旗下SpaceX作为上市公司首次报告季度盈利的消息提振。该消息于周二美股收盘后发布,尤其带动了科技股上涨。
NEW YORK: Global stock markets rose Wednesday (Oct 21), boosted by news that Elon Musk's SpaceX reported its first quarterly profit as a publicly traded company. The announcement, which followed Wall Street's close Tuesday, helped lift technology stocks in particular.
SpaceX股价盘中一度跳涨逾12%,收盘报159.31美元,涨近8%。
Shares in SpaceX jumped more than 12 per cent at its peak, finishing the session at US$159.31, up nearly eight per cent.
SpaceX 7至9月净利润达44亿美元,较分析师预期高出一倍多,而去年同期亏损11亿美元。
SpaceX's net profit of US$4.4 billion for July-September was more than double what analysts had expected and compared with a loss of US$1.1 billion a year earlier.
该公司营收飙升161%至146亿美元——SpaceX于6月通过创纪录的首次公开募股(IPO)上市。
Revenue at the company - which listed after a record initial public offering in June - soared 161 per cent to US$14.6 billion.
Briefing.com市场分析师帕特里克·奥黑尔表示:“SpaceX交出了令人印象深刻的盈利结果和指引,并宣称如果能够做到,其AI算力租赁业务可多次出租。”
"SpaceX delivered some impressive earnings results and guidance, to go along with a pronouncement that it could rent out its AI compute capacity many times over if it was able," said market analyst Patrick O'Hare at Briefing.com.
SpaceX财报发布之际,未来几个交易日将迎来其他科技巨头的业绩潮,包括Facebook母公司Meta将于周三稍晚发布财报。
SpaceX's earnings release come ahead of a stream of results in the coming sessions from other tech giants, including from Facebook parent Meta later Wednesday.
斯巴达资本证券的彼得·卡迪略表示:“SpaceX基本上提振了AI情绪。如果财报季继续沿此路径发展,我认为我们将迎来一波延续至年底的可靠反弹。”美国三大股指均稳健收涨,纳斯达克指数领涨1.1%,尽管奈飞股价因最新财报加剧市场对其流媒体前景的担忧而下跌5.3%。
"SpaceX basically lifted the AI spirits," said Peter Cardillo of Spartan Capital Securities. "If the earnings season continues on this path, I think we're in for a solid rally towards year end." All three major US indices finished solidly positive, led by the Nasdaq, which ended up 1.1 per cent in spite of a 5.3 per cent drop in Netflix after its latest results added to worries about the streaming company's prospects.
在线交易投资平台IG首席市场分析师克里斯·博尚普表示,Meta的AI模型受到投资者欢迎,但可能需要持续投入以跟上竞争对手。
Chris Beauchamp, chief market analyst at online trading and investing platform IG, said Meta's AI model has been well received by investors but that it will likely need to keep spending to keep up with competitors.
他说:“关键在于能否说服胆怯的投资者,大笔支出将带来所需的长期增长。”日本、韩国和英国股市也上涨。巴黎股市上涨1.1%,个股波动剧烈。
"The trick will be in convincing skittish investors that splashing the cash will deliver the long-term growth it needs," he said. Markets in Japan, South Korea and the UK also rose. The Paris stock market added 1.1 per cent amid extreme fluctuations among individual stocks.
依视路陆逊梯卡股价飙升逾16%,此前这家全球最大眼镜制造商周二晚间宣布,有助于延缓儿童近视的镜片销售额跃升24%。
EssilorLuxottica soared more than 16 per cent after the world's top maker of eyeglasses announced late Tuesday a 24 per cent jump in sales of lenses that help slow short-sightedness in children.
但超市巨头家乐福股价暴跌逾13%,此前该公司警告称,近期法国各地发生的暴力抗议活动将侵蚀利润。
But supermarket giant Carrefour plunged more than 13 per cent after it warned that the recent violent protests across France would dent profits.
首席执行官亚历山大·蓬帕尔表示,周末约有50家家乐福门店遭洗劫,预计因此今年营业利润将减少8000万至2亿欧元(约合9000万至2.25亿美元)。
Chief Executive Alexandre Bompard said around 50 Carrefour stores were looted over the weekend, and it expects operating profit will be cut this year by 80 million to 200 million euros (US$90-US$225 million) as a result.
与此同时,法国基准10年期国债收益率周三收盘升破5%,为2002年以来首次,因预算僵局和抗议活动促使投资者要求持有该国债务获得更高回报。
The yield on France's benchmark 10-year government bond meanwhile closed above five percent for the first time since 2002 as investors demanded a higher return for holding the country's debt amid a budget standoff and the protests.
法国警方周三表示,周四将禁止在巴黎部分地区举行抗议活动,禁令涵盖法国首都的关键地标,包括爱丽舍宫、议会两院,以及卢浮宫博物馆和香榭丽舍大道等旅游胜地。
French police said Wednesday that protests would be banned in parts of Paris on Thursday, applying to key landmarks in the French capital including the Elysee presidential palace, both houses of parliament, as well as tourist havens such as the Louvre museum and the Champs-Elysees.