Bloomberg TV+ 直播转录仅见解读式播报，SpaceX 解禁与业绩段落未给出可直接核验的一手锚点

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-06 13:30–14:00(Asia/Shanghai),共 132 段
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[13:30] Energy flows we're assuming plus of credit could create value for shareholders.
[13:31] some of the chip makers ir Iran says it's reached an agreement with Oman on a proposed shipping route through the Strait of H so you've got brrenent there.
[13:31] Be $80 a barrel.
[13:31] Have been allayed by the latest in the Middle East.
[13:31] Go back to Germany for yet more earnings this morning these now from Rhine Mattel.😊
[13:31] 19% the estimate was for 19.1%, so pretty much in line and they see full year sales of.
[13:31] Of 13.7 billion euros to 14.2 billion nearly nearly gets up to the estimate first half sales of2.🤢
[13:31] 5.23 billion euro, the estimate was for 5.1 billion euro. so a slight beat there in first half operating margin7.
[13:32] That conversation with Franine Laquaa and we'll bring it to you on tomorrow's edition of Daybreak Europe.😊
[13:32] Now let us turn back to SpaceX because investors.
[13:32] Billion dollars worth of stock becomes available for trading today.
[13:32] There's a lockup restricting insider share sales end and we can get more now with Charles Cap Paul, Bluebergg's equityqu Capital Market editor here in Europe.😊
[13:32] Not unique to SpaceX, but we've never seen.
[13:32] Anything on this scale so given the roller coaster ride that it has been for SpaceX so far since the IPO, how big of a market we?😊
[13:33] Should we be braced forHonestly, it's anybody's guess.
[13:34] That's 911 million more shares joining the market, so more than double.😊
[13:34] Then were offered in the.
[13:35] That would have put down with pressure on the shares already. So we don't know how much of this lockup has actually been baked into the share price already.
[13:35] And we also don't know how many shares are actually going to be sold because of course.😊
[13:35] ining it through the XI merger.
[13:35] Ho that that's not what happens today we also have this really interesting chart showing that it's not only the space.😊
[13:35] Sex and Tesla shares have sold off sharply over the past month, take a look at this.
[13:36] paidid yet has it to bet again Clon Musk, so could that combination that you're seeing on the screen right there?😊
[13:36] this is a career in the coal Look, as you said is always, it's never a good idea to be against Ellon Musk.
[13:36] There's definitely some.😊
[13:36] The results yesterday showed an enormous amount of spending higher than people expected, particularly on the.
[13:36] AI side of things. So people are a little bit concerned about that. you know it travels through to Teer as well and.
[13:36] Wrying about whether the two businesses can operate symbioticically, but look SpaceX.
[13:36] s taking a bit of a dip recently because they're finding their valuation. You know, we had this fixed price in the IPO.
[13:37] It's going to take a moment for the market to work out right, how do we value this company, A lot of analysts telling us that they're having an identity problem at the moment.
[13:37] Charles thank you very much that's Bbergs Charles Cap well coming up we'll discuss the impact of this summer's extreme weather on the insurance industry.😊
[13:37] 🎼Euric and Swiss re report today details next, this is Bloomberg.
[13:38] 🎼Western countries, all of them are cutting funding to Africa, and some of these programs were supported.
[13:38] Fing coming from Western countries, like for human resources, for testing for.
[13:38] 🎼Transportation of samples. and suddenly African countries has to think how to.
[13:38] 🎼To fund money and to cover this gap, but it sets some time and I think the commitment of all all of these factors.
[13:38] 🎼A feelinging this mistrust that we see at community level, we value the support we got.
[13:38] 🎼And we are still getting from the US and we think that if we continue to work together and there is no reason for the US not to.
[13:38] 🎼Afr CDC, Africa CDC is the leader in terms of public health in Africa.
[13:39] A time when policy in washing is driving Wall Street, we draw a distinction between the rhetoric.
[13:39] And the action bringing you market moving guests and original reporting, this is Bloomberg surveillance.
[13:39] 🎼Bringing you up to the minute geopolitical news whenever and wherever it happens. I'm and Ho in Beijing, China.
[13:39] And this is Bloomberg.
[13:39] Welcome back to Bloomberg Daybreakak, Europe just coming up to 640am here in London but with results.
[13:39] two major insurance players out today we're getting a better picture of how extreme weather has affected the industry.😊
[13:39] A 13% gain in profit for the first half of 2026, just ahead of estimates meanwhile Swwiiss reads return on equity for the first.
[13:39] Ha missed average estimates, so those numbers in Bberg Swiss finance reporter Noel Illian has been looking through them for us.😊
[13:40] Well, just tell us how these results if they have have given us more clarity, perhaps on the damages from the wildfires, good morning.😊
[13:40] Good morning, morning from Zurich, so both actually Swissri and Zurich mentioned they had lower catastrophe.😊
[13:40] F losses in the first half of this year compared to last year when there were the California wildfires in January.
[13:40] The current wildfires taking place in Europe don't appear to have fed through into these earning results.
[13:40] That is largely also due to the fact that they took place more in July.
[13:41] Swiss re on the opening trade at 845 am London time, as well as the CEO of Zuric Insurance on the pulse at 915, so don't miss.😊
[13:41] Those two interviews, but coming up more CEO interviews for you.😊
[13:42] Join me each week on Wall Street Week for stories of capitalism from business.
[13:42] It economics, tech and climate more than what you need to know, it's what you need to think about when first on bloomberg.
[13:42] 🎼Ening season is here the story has been so powerful Bloberg is first to break the numbers.
[13:43] 🎼Was trading with the close we.
[13:44] Shareholders this quarter well, it's pretty clearer, I mean, we deliver, we have seen on our.
[13:44] A record net income.
[13:44] uees there are up 7% specifically impacted by 8% net commission income growth.
[13:44] Coupage was a very good cost discipline, meaning that operating result went even up from 14% and we now have a competitive firm cost income.
[13:44] You're 53% if you include compulsory contributions without, it's 50%, so all in all.
[13:45] Little impact.
[13:45] It mean a very decent capital return for the.
[13:45] I what we see in Germany in the moment is recovery of some data.
[13:45] We have increased our GDP growth forecast to 1%, it was 0.6% beforehand.
[13:45] And we see Efo data, the Efo index improving, we see order data improving and we see further.
[13:46] Reform packages launched by the German government when it comes to the pension reform, but also the labor market so all in all.
[13:46] aming up with un credited could be positive. are you still going to be speaking directly to the CEO Andrea Orll after the?
[13:46] Presentation.
[13:46] But I don't come back because there are not there are very.
[13:46] Ach investor since it's a couple of quarters, so it's very normal that we have interactions with a very significant shareholder.😊
[13:46] And that and these meetings will continue and for sure, Yeah, I just wondered what your relationship's been like with.
[13:47] ina we know that he wants to speak with the German government and the Workers Council.
[13:47] ion of Bank management went in the recent comments of all.
[13:47] I mean we are both committed to increase and maximize the value for our stakeholders think that is.
[13:47] The basis for meetings also say meetings between the two of us what will you main other asks be then in?
[13:47] Take over talk I'm thinking about keeping the international network, the headquarters, keeping the public listing, maybe you want some job guarantees.😊
[13:47] I understand the interest in that, but you will understand that I think things like that should be discussed.
[13:47] FirstBetween Common Frankrank and add unit credit, and then we will definitely come out to the public to share more details on it.
[13:48] For the time being, I think it's important a that we deliver in that we continue to deliver against the.
[13:48] And be that we are in constructive dialogue with a credit to figure out also some technical details, but also.
[13:48] how we organize the face ahead of us, but also how potential target pictures could look like.
[13:48] The best thing to do that and the most value acc creativeative thing to do it is to do jointly and that's the basis.
[13:48] Okay, then we'll talk to us about any strategic tweaks that you've got planned because I'm sure lots of investors will be wondering really whether.
[13:48] They would make much of a difference at this point Well, you know, I mean, for us in the moment.🤢
[13:48] We are publicly listed banks, so for us the most important thing in the image is to deliver what we have promised to.
[13:48] The market because that is also what the expectation is and we have some aspirational targets out there, not only for this year, but also.
[13:49] When it comes to 2028 and 2030, think about the 17% ROTE for 2028 and the 21% for 20.
[13:49] And we can't stop now or do anything, but we really need to invest, we need to further develop.
[13:49] Our value proposition, we need to implement our initiatives and we need to be out there with our clients and in parallel.
[13:49] It is our job jointly to with unit credit to figure out how we can create value.
[13:49] Um in joint in a joint approach and perhaps you don't want to talk about the details of the takeover.
[13:49] understand that, but have any investors apart from Uni credited asked Uertina to step aside as CEO to make way for somebody?😊
[13:49] lTo strike a deal with Andrea No, rather the contrary, I think.
[13:50] And I see it as my mandate to protect the institution and to maximizeise.
[13:50] I value for the institution, I have a contract until 2029.
[13:50] because weA you considering altering your distribution policy anymore given that?
[13:50] Dividends and buybacks mainly benefit un credit.😊
[13:51] The4% and that are, and it's beneficial for all shareholders orders.
[13:51] Clearly it's also beneficial for unit creditina, it's obviously a sensitive time, I really appreciate you talking through all of those.😊
[13:51] Developments and your earnings for us, great to see you, thank you very much.😊
[13:52] Well, let's turn to some other earnings in Germany, Zemens raising its earnings expectations for a second time this year.😊
[13:52] The manufacturer says that that's due to a surge in data center spending and higher returns from selling software to industry and the CEO Roland Bo told.
[13:52] Business and our software business. and both are really firing. So our automation business had an order intake increase of 11%.
[13:52] By 7%. So we see a good momentum there that comes with a good conversion and our software.
[13:52] Digital business, digital business, software and services.
[13:52] grew by 15. So we have a growth momentum, which obviously translates also into good profitability. And what about the competitive lands.
[13:52] I'm thinking in particular about factory.
[13:53] In China, you know, we developed and launched new Chinese products. The first 16 landed in the market, another.
[13:53] Ach of 26, we launched early this year. They grow in the mid S%.
[13:53] AndAlso also on the high end side, where we see C, of course, in particular. Okay, so standing up to the competition in China, then Roland, let me ask you about the.
[13:54] Da center build out and the ways that the zmens.
[13:54] This is a massive investment which goes there. And I come to your a question a second that helped us also growing our smart infrastructure business.
[13:54] For example, electrification business grew by 20%.
[13:54] So now you'll understand that we have, of course, the electrification piece.
[13:55] Slow voltage, medium voltage, where we have a huge demand, which we can serve, within then AI factories.
[13:55] We are also adapting our functionality. We can use it. And then after all.
[13:55] If you want to build new data centers, you want to build them fast and super efficient. So we offer a digital twin of a whole.
[13:55] So direct current, we see product switching products, almost we're working on that, they are new technology.
[13:55] And we are working with NviDdia for a blueprint of these new AI factories together, again, using all digital twins.
[13:56] Busy day of earnings, we've already had plenty of them, plenty more ahead, let's also take a look at the other risk events on the docket for today on the macro front.😊
[13:56] At7 am Londonn time in just a couple of minutes we'll be getting German factory orders then at 10 am London time.😊
[13:58] Everybody.
[13:58] Moments for some of the world's most influential.
[13:58] 🎼It was a rough and tuble world. And I thought, okay, I can rise up. I can play this game, and I did play the game. It was great.
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