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CNBC AI · 2026/7/28 21:23:28

Stocks making the biggest moves after hours: Ford, Teradyne, Visa, KLA Corp and more
AI 中文解读
盘后科技股掀起波澜:福特汽车业绩亮眼,股价猛涨6%,而房地产数据公司CoStar因营收不及预期,暴跌12%。这次涨跌的焦点其实藏在细节里——福特虽然整体营收略低于分析师预期,但调整后盈利却超出预期,还把2026年的业绩预测调高了,说明这家老牌车企在电动化和自动驾驶上的转型可能比想象的更顺利。CoStar这边,第二季度收入没达标,加上第三季度营收指引也比市场预测低了约2.5%,投资者担心商业地产数据业务正在降温。
这些消息会影响到普通人吗?当然。福特股价上涨意味着公司现金流更健康,未来推出的新车(尤其是混合动力和纯电车型)可能更靠谱、价格也更稳。而CoStar作为房地产经纪人和投资者常用的数据平台,它业绩下滑背后是商业地产行业整体的冷清——如果你在找办公室或店铺租赁,可能发现空置率上升、租金谈判空间更大。至于标题里提到的KLA Corp和Teradyne这类半导体设备公司,它们虽然没有在正文展开,但盘后交易同样活跃,这些公司的业务深度绑定AI芯片制造,它们的股价波动往往预示着芯片行业的景气度变化,间接影响你买手机、电脑甚至电动车的性价比。
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Market InsiderStocks making the biggest moves after hours: Ford, Teradyne, Visa, KLA Corp and morePublished Tue, Jul 28 20265:11 PM EDTUpdated 5 Hours AgoAlex Harring@alex_harringWATCH LIVECheck out the companies making headlines in after-hour trading. Ford Motor — Shares surged 6% after the automaker posted second-quarter adjusted earnings that beat expectations and hiked its 2026 earnings outlook. But the company's automotive revenue came in slightly below the expectations of analysts polled by LSEG. CoStar — The real estate marketplace stock tumbled 12% after second-quarter revenue failed to meet the expectation of analysts surveyed by FactSet. CoStar also told investors to expect between $935 million and $945 million in current-quarter revenue, missing the consensus forecast of $967.5 million. Rocky Brands — The apparel manufacturer surged 16% after reporting second-quarter earnings per share, excluding items, that more than tripled from the same period a year ago. The Ohio-based company said several brands saw strong double-digit growth rates and that it was aided by tariff refunds. Mondelez – The maker of Sour Patch Kids and Oreo cookies jumped 1%. Mondelez posted second quarter profit of 73 cents a share on revenue of $9.36 billion. Analysts polled by LSEG were looking for 68 cents per share and $9.20 billion. Adjusted gross margin of 34% also beat the StreetAccount consensus call for 32.8%. Varonis Systems – Shares of the data security company shed 8% as current quarter guidance disappointed Wall Street. Varonis sees third-quarter adjusted earnings in a range of 2 to 3 cents per share, compared to the FactSet consensus for 2 cents a share. Revenue is expected to land between $185 million and $188 million, while analysts sought $186.1 million. PPG Industries – The paint and glass manufac
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