贝宝首席执行官离职，迪士尼接班人确定

欢迎来到Seeking Alpha的华尔街午餐会，这里是关于今日市场动态、新闻和分析的下午更新。

Welcome to Seeking Alpha's Wall Street lunch, our afternoon update on today's market action, news, and analysis.

下午好。

Good afternoon.

今天是2月3日，星期二，我是您的主持人金·汗。

Today is Tuesday, February 3, and I'm your host, Kim Khan.

到目前为止，今天早上在董事会中引起热议的头条新闻是‘音乐椅’游戏。

Our top story so far that sound echoing in boardrooms this morning is musical chairs.

PayPal在公布令人失望的第四季度业绩后，解雇了首席执行官亚历克斯·克里斯，并任命惠普首席执行官恩里克·洛拉斯为新任总裁兼首席执行官，自3月1日起生效。

PayPal ousted CEO Alex Kris as it reported disappointing q four results, tapping HP chief executive Enrique Loras as its new president and CEO starting March 1.

由于领导层变动、业绩疲软以及前景指引温和，PayPal股价大幅下跌。

PayPal is plunging on the leadership change, weak results, and soft guidance.

惠普的股价也出现了下跌。

HP shares are also down.

PayPal董事会表示，在对公司在竞争对手和更广泛行业格局中的定位进行详细审查后，决定与克里斯分道扬镳。

PayPal's board said it decided to part ways with Chris after a detailed review of the company's position relative to competitors and the broader industry landscape.

临时首席执行官珍妮·米勒表示，我们的执行情况尚未达到应有的水平，尤其是在品牌结账方面。

Interim CEO Janie Miller said, our execution has not been where it needs to be, particularly in branded checkout.

本季度的业绩在收入和利润两方面均未达到华尔街的预期。

For the quarter, results missed Wall Street expectations on both the top and bottom lines.

总支付额的增长快于预期，但支出涨幅超过了预期。

Total payment volume grew faster than forecast, but expenses climbed more than expected.

经营活动提供的净现金也令人失望。

Net cash provided by operating activities also disappointed.

在惠普方面，公司表示，洛拉斯将由董事会成员布鲁斯·布罗斯亚德临时接替，同时公司正在全球范围内寻找新的首席执行官。

Over at HP, the company said Loras will be replaced by board member Bruce Broussard on an interim basis as it conducts a global search for a new CEO.

惠普还重申了其对第一季度和全年业绩的展望。

HP also reaffirmed its outlook for the first quarter and the full year.

今天上午，迪士尼确认，负责其体验部门的乔什·达马罗将接替长期担任最高领导的鲍勃·艾格。

Also this morning, Disney confirmed that Josh D'Amaro, head of its experiences unit, will succeed longtime top boss Bob Iger.

达马罗曾主导了多项重大建设项目，包括《星球大战：银河边缘》和迪士尼乐园的漫威主题复仇者联盟营地。

D'Amaro has overseen major construction projects, including Star Wars Galaxy's Edge and the Marvel themed Avengers Campus at Disneyland.

分析师蒙特·萨皮尔表示，新任首席执行官可以做的主要事情是更大力度地推动成本削减，并让每个业务线对业绩负责。

Seeking off analyst, Monte Sapir, says the main thing a new CEO could do is push harder on cost cuts and hold each business line accountable for results.

他补充说，迪士尼可能会重新考虑资金投入的方向，专注于表现良好的领域，并在现金流改善之前暂停股票回购。

He adds Disney may rethink where it puts its money, focusing on what's working and holding off on buybacks until cash flow improves.

迪士尼还表示，达娜·沃尔登将出任下一任总裁兼首席创意官。

Disney also said Dana Walden will become the next president and chief creative officer.

她目前担任迪士尼娱乐业务的联席主席，负责全球媒体、新闻和内容业务，包括流媒体服务。

She's currently co chair of Disney Entertainment, overseeing media, news, and content businesses globally, including streaming.

在其他活跃股票中，辉瑞在重申其全年业绩预期后股价下跌，该预期表明2026年收入将因约15亿美元的产品失去市场独占权而收缩。

Among other active stocks, Pfizer is lower after reaffirming its full year outlook, which indicates a revenue contraction in 2026 tied to nearly $1,500,000,000 of a hit from products losing market exclusivity.

兰伯特在指出持续的供应链限制后股价暴跌，尤其是内存方面的限制可能影响其满足客户需求的能力。

Rambus is plunging after pointing to ongoing supply constraints, especially in memory, that could limit its ability to meet customer demand.

首席财务官德斯蒙德·林奇表示，此次一次性供应链影响在本已处于淡季的季度中，可能造成数千万美元的损失。

CFO Desmond Lynch said the one time supply chain impact would probably have been around a low double digit million hit in what's already been a seasonally soft quarter.

百事公司将其年度股息提高了4%至每股5.92美元，并宣布了新的100亿美元股票回购计划。

And Pepsico raised its annual dividend 4% to $5.92 a share and also announced a new $10,000,000,000 buyback program.

此外，其他值得关注的新闻是，华尔街对SpaceX收购xAI的反应不一，一些投资者立即关注这可能对特斯拉意味着什么。

And in other news of note, Wall Street had mixed reactions to SpaceX acquiring x AI, with some investors immediately looking to what it could mean for Tesla.

Wedbush证券公司表示，终极理想可能是未来十二到十八个月内将SpaceX与特斯拉以某种形式结合，从而在两家颠覆性科技巨头之间建立更紧密的联系。

Wedbush Securities said the holy grail could be some form of combination between SpaceX and Tesla over the next twelve to eighteen months, creating tighter connective tissue between two disruptive tech stalwarts.

Seeking Alpha分析师“The Techie”也表达了这一观点，认为特斯拉正日益成为马斯克帝国中的工业公用事业，而能源存储则是为轨道数据中心供电所缺失的关键环节。

Seeking Alpha analyst, The Techie, echoed that idea arguing that Tesla increasingly functions as the industrials utility of Musk's empire with energy storage as the missing link needed to power orbital data centers.

他们补充说，特斯拉正在从一家汽车制造商演变为一个物理AI平台，在马斯克的地面和太空基础设施中部署由XAI智能驱动的硬件。

They added that Tesla is evolving from an automaker into a physical AI platform, deploying hardware powered by XAI's intelligence across Musk's terrestrial and space based infrastructure.

今天的华尔街午餐时间就到这里。

That's all for today's Wall Street lunch.

请查看节目说明部分的相关文章链接。

Look for links for stories in the show notes section.

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