周二关注股票:CoreWeave、Paramount Skydance、RocketLab

投资观察
Yesterday

CoreWeave(CRWV):这家云计算服务提供商表示,由于AI热潮,上季度收入增长超过一倍,净亏损有所缩窄。然而,由于CoreWeave警告数据中心开发商延迟,股价在盘前交易中下跌。

Beyond Meat(BYND):这家植物蛋白公司上季度亏损扩大,销售额下降,因美国客户和餐厅的需求减少。股价在开盘前下跌6%。

Occidental Petroleum(OXY):这家石油和天然气生产商公布的季度业绩喜忧参半。调整后的每股收益超出预期,但收入未能令市场满意。

Paramount Skydance(PSKY):Paramount在与Skydance Media合并后的首次季度报告中表示,其流媒体部门实现了增长,并将削减成本的目标上调至至少30亿美元。股价在盘后交易中反弹。

Rocket Lab(RKLB):这家航空航天公司报告的每股净亏损小于预期,而季度收入则超出预期。股价在开盘前上涨约10%。

SoftBank(JP:9984):这家日本科技投资集团以58亿美元的价格出售了其在Nvidia(NVDA)中的股份。由于其对OpenAI投资的盈利,SoftBank季度净利润增长超过一倍。股价在东京上涨2%。

Sony(JP:6758,SONY):这家电子和娱乐公司上调了年度盈利预测,并预计关税影响下降,季度净利润显著增长。股价在东京上涨5.5%。

Rigetti Computing(RGTI):这家量子计算公司报告的调整后每股亏损低于预期。然而,季度收入表现不佳。股价在盘前下跌3%。

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