中国经济形势 - 中国1月份的通胀数据显示物价下降0.8%，为2009年金融危机以来最大跌幅，连续第四个月下降[2] - 中国股市指数持续下跌，2024年迄今下跌5.1%，连续三年下滑[3] 中国消费市场 - 中国消费者在购买奢侈品上表现出不受整体经济困境影响的迹象[1] - 中国高端消费者在购买服装方面支出增加，而美国消费者更加节俭[4] 奢侈品公司业绩 - Ralph Lauren公司第三季度营收同比增长5.6%，北美营收持平，亚洲营收增长16%，中国销售增长超过30%[6] - Tapestry Inc.旗下奢侈品牌Coach和Kate Spade的销售额第二季度增长2.9%，国际销售增长12%，其中大中华地区销售额增长19%[9] - Under Armour公司第三季度营收同比减少6%，北美营收下降12%，国际营收增长7%，中国是第三季度增长的主要贡献者[11]

Affirm Holdings Inc. shares ran up sharply Thursday in the lead up to the company’s earnings report, but they pulled back once the results came out, even as the company beat expectations. Shares of Affirm AFRM, +10.33% were down about 6% in after-hours trading after soaring 10% during the regular session. The buy-now-pay-later company posted fiscal second-quarter revenue of $591 million, up from $400 million a year before and well above the FactSet consensus, which called for $521 million. Revenue less tra ...

药企CEO对药品中间商的指责 - 药企CEO指责药品中间商推高药品价格[1] - 药企CEO表示中间商获取大额折扣，但未将这些节省传递给患者[4] - 药企CEO呼吁国会应关注与药品中间商相关的改革[4] 药企CEO对药品价格和专利保护的看法 - 药企CEO建议国会应取消中间商从药品价格中获取收入的激励[9] - 药企CEO认为降低药品价格可能导致患者减少获取药品的机会[10] - 药企CEO指出专利保护使药品价格保持高位[10]

MADISON, Wis. — An attorney for the energy company Enbridge tried to persuade a federal appellate court Thursday to vacate an order that would shut down part of a pipeline running through a Wisconsin tribal reservation.The company contends that U.S. District Judge William Conley improperly ordered Enbridge ENB, -0.20% ENB, -0.30% to shut down a 12-mile portion of Line 5 within three years. The section runs across the Bad River Band of Lake Superior Chippewa’s reservation. Conley also ordered the company to ...

Alphabet Inc.’s GOOGL, +0.13% GOOG, +0.21% Google has a new name for its Bard AI chatbot: Gemini. The company announced the change Thursday, and said it is releasing a dedicated Gemini app for Android. It also said Gemini Ultra 1.0 — the largest and most capable version of Google’s large language model — is being released to the public.  ...

文章核心观点 - 23andMe因第三财季销售额下降33%，股价周四下跌15.8%，公司还降低了全年营收指引 [1][6] 股价表现 - 23andMe股价周四下跌15.8%，为2023年11月9日以来最大单日百分比跌幅，也是第四大单日百分比跌幅 [1][2] - 过去52周，23andMe股价下跌77.6%，而标准普尔500指数上涨22.3% [7] 营收情况 - 第三财季营收4470万美元，低于去年同期的6690万美元，分析师预期为5400万美元 [3] - 消费者服务收入约占第三财季总收入的96%，研究服务收入约占4% [4] - 公司降低全年营收指引至2.15亿 - 2.20亿美元，此前预测为2.40亿 - 2.50亿美元 [6] 营收下降原因 - 研究收入下降是因2023年7月与GSK独家合作结束，消费者服务收入下降主要因PGS试剂盒销量和远程医疗订单减少 [3] - 非经常性付款和会员服务收入增长部分抵消了营收下降 [3] 亏损情况 - 公司净亏损2.78亿美元，合每股亏损0.58美元，去年同期净亏损9200万美元，合每股亏损0.20美元，分析师预期每股亏损0.14美元 [5]

An enviable part of Arm Holdings PLC’s business model shone in the latest quarter, and analysts are feeling increasingly upbeat about the company’s future — so much so that the stock was shooting some 50% higher in Thursday morning action.“The royalty revenue line is the focus of investors — for good reason,” Guggenheim analyst John DiFucci wrote in a note to clients late Wednesday. The business, which “is the primary driver of profit,” grew revenue 11% in the latest quarter to $470 million, beating expecta ...

迪士尼公司流媒体业务发展 - 华特迪士尼公司正急切地努力实现其流媒体业务的双位数利润率目标[2] - 迪士尼公司的流媒体业务在财务上取得了巨大进展，尽管目前仍在亏损，但公司感到了“迫切性”[2] - 迪士尼公司正更加专注于成为第二大流媒体玩家，追赶Netflix，而分析师认为公司有潜力建立一个大型、盈利的业务[2] - 迪士尼公司的流媒体亏损在最新季度从4.2亿美元降至1.38亿美元，使华尔街对公司能够更快地实现流媒体盈利目标感到乐观[3] - 分析师认为投资者对迪士尼公司实现流媒体盈利目标的信心已经转移到了更早的时间点，有人甚至认为公司可能在第三季度甚至第二季度实现这一里程碑[4] - 迪士尼公司似乎已经“扭转了局面”，公司仍需应对一些挑战，但分析师对公司的未来发展持乐观态度[5] - 分析师对迪士尼公司的流媒体利润率目标表示“令人放心”，认为公司正朝着可持续增长的方向发展[6] - 迪士尼公司在成本控制方面的努力受到市场的认可，公司正朝着实现或超过75亿美元的成本节约目标的方向前进[8]

股价表现 - Kellanova K（前称Kellogg）的股价在周四开盘前上涨了2%，因为公司在第四季度的盈利超出预期[1] 财务表现 - 公司净收入从去年同期的9900万美元亏损转为2700万美元，每股盈利8美分，超过FactSet预期的74美分[2] - 销售额微增0.3%至31.7亿美元，超过FactSet预期的307亿美元[2] 公司动态 - 在10月2日，公司进行了WK Kellogg Co. KLG的分拆[2]

Hershey Corp. HSY, -0.27% reported a fourth-quarter earnings beat before market open Thursday, although shares fell 3% in premarket trades, weighed down by weaker-than-expected sales and guidance. The chocolate and salty snacks company reported net income of $349 million, or earnings of $1.70 a share, compared with net income of $396 million, or earnings of $1.92 a share, in the prior year’s quarter. The company’s adjusted earnings were $2.02 a share, flat from the prior year’s quarter. Analysts surveyed b ...