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phantommize
phantommize
·
2021-06-17
Good
Intel CEO sees ’10 good years’ of chip industry growth
KEY POINTS Intel CEO Pat Gelsinger said that he expects 10 “good years” of growth in the semiconduc
Intel CEO sees ’10 good years’ of chip industry growth
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phantommize
phantommize
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2021-06-17
Sick
CEO of major Asian bank says a ‘tsunami of money’ is rushing into sustainable investments
KEY POINTS Sustainable investments can have good returns as a “tsunami of money” is flowing into su
CEO of major Asian bank says a ‘tsunami of money’ is rushing into sustainable investments
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phantommize
phantommize
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2021-06-17
Cool
非常抱歉,此主贴已删除
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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel CEO sees ’10 good years’ of chip industry growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel CEO sees ’10 good years’ of chip industry growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 11:47 GMT+8 <a href=https://www.cnbc.com/2021/06/16/intel-ceo-sees-10-good-years-of-chip-industry-growth.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nIntel CEO Pat Gelsinger said that he expects 10 “good years” of growth in the semiconductor industry during a panel at CNBC’s Evolve conference on Wednesday.\nThe remark suggests that Intel...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/intel-ceo-sees-10-good-years-of-chip-industry-growth.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.cnbc.com/2021/06/16/intel-ceo-sees-10-good-years-of-chip-industry-growth.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1185234443","content_text":"KEY POINTS\n\nIntel CEO Pat Gelsinger said that he expects 10 “good years” of growth in the semiconductor industry during a panel at CNBC’s Evolve conference on Wednesday.\nThe remark suggests that Intel’s investments in chip production, such as plans to spend $20 billion to build a chip fabrication plant in Arizona, will create capacity that will be used even after the current global microchip shortage abates.\nQualcomm CEO Cristiano Amon said he sees an opportunity to partner with Intel and its foundry service.\n\nPat Gelsinger, CEO of Intel, speaks in Santa Monica, Calif., on March 9, 2017, in a photo taken when he was CEO of VMware.\nIntel CEO Pat Gelsinger said that he expects 10 “good years” of growth in the semiconductor industry during a panel at CNBC’s Evolve conference on Wednesday.\n“We believe the market, the world, is in a very expansionary period,” Gelsinger told CNBC’s Jon Fortt. “I predict there’s 10 good years in front of us, because the world is becoming more digital, and everything digital needs semiconductors.”\nThe remark suggests that Intel’s investments in chip production, such as plans to spend $20 billion to build a chip fabrication plant in Arizona, will create capacity that will be used even after the current global microchip shortage abates. Intel also recently announced plans to become a “foundry,” or a company that manufactures microchips for other companies.\nGelsinger said Intel planned to announce an additional “mega fab” in the U.S. or Europe before the end of the year.\nGelsinger was appearing at a CNBC panel alongside Qualcomm CEO Cristiano Amon. Both started leading their companies earlier this year.\nWhile the companies are rivals, the CEOs downplayed the competition, and suggested the two chipmakers could end up partnering in areas where they don’t overlap. Qualcomm makes (among other things) chips that connect to 5G networks, while Intel mainly builds central processing units (CPUs) that provide base computing power.\n“You know, we are the unquestioned compute leader, and Qualcomm’s the unquestioned comms leader. Compute meets comms. Right, a lot of new use cases,” Gelsinger said.\nAmon said that he believed that Intel’s foundry plan could be an advantage for Qualcomm, which uses outside foundries to make its chips.\n“There’s a lot of opportunities for the companies to cooperate. Look, we look at Intel and Qualcomm at true technology companies in the United States, we do a lot of advanced and fundamental research to push the industry forward,” Amon said.\nThe two companies do share some strategic concerns. They are both likely to be boosted by a package included in a technology bill currently in the U.S. House of Representatives that would provide $52 billion to fund semiconductor research, design and manufacturing.\n“We’re also very happy about building a much more resilient supply chain, with the on-shoring of semiconductor manufacturing, I think that’s also very important,” Amon said. “You need investment at this order of magnitude for that to happen.”\nBoth companies are also closely watching rival Nvidia’s purchase of Arm from SoftBank for $40 billion. Arm technology is especially important for Qualcomm, because it is essential for designing the kind of low-power microprocessors smartphones use.\nThe deal is also making chip companies nervous that they would need to license essential intellectual property from a competitor, and is facing regulatory challenges in Europe. Currently, Arm doesn’t make any full chips — it just designs underlying technology. On Monday, an Arm spokesperson told CNBC that the company is “extremely confident” that the deal will be approved.\nOver the weekend,Amon told a U.K. newspaper that if the transaction was blocked or Arm otherwise stayed independent, Qualcomm would be interested in investing in Arm.\nWhen asked about Amon’s comment, Gelsinger said: “We are on record saying we’re concerned about the Nvidia-Arm acquisition. And if there were other approaches possible, we’d definitely be interested in understanding them.”","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161345151,"gmtCreate":1623907255773,"gmtModify":1634026006461,"author":{"id":"3573034953738399","authorId":"3573034953738399","name":"phantommize","avatar":"https://static.tigerbbs.com/cf6c173801dabfc8d3821700efed6c39","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573034953738399","authorIdStr":"3573034953738399"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161345151","repostId":"1126983199","repostType":4,"repost":{"id":"1126983199","kind":"news","pubTimestamp":1623906791,"share":"https://ttm.financial/m/news/1126983199?lang=&edition=full","pubTime":"2021-06-17 13:13","market":"sg","language":"en","title":"CEO of major Asian bank says a ‘tsunami of money’ is rushing into sustainable investments","url":"https://stock-news.laohu8.com/highlight/detail?id=1126983199","media":"CNBC","summary":"KEY POINTS\n\nSustainable investments can have good returns as a “tsunami of money” is flowing into su","content":"<div>\n<p>KEY POINTS\n\nSustainable investments can have good returns as a “tsunami of money” is flowing into such assets, said Piyush Gupta, group chief executive of Singapore’s largest bank DBS.\nEven if the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/dbs-piyush-gupta-a-tsunami-of-money-is-going-to-sustainable-assets.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CEO of major Asian bank says a ‘tsunami of money’ is rushing into sustainable investments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCEO of major Asian bank says a ‘tsunami of money’ is rushing into sustainable investments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 13:13 GMT+8 <a href=https://www.cnbc.com/2021/06/17/dbs-piyush-gupta-a-tsunami-of-money-is-going-to-sustainable-assets.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSustainable investments can have good returns as a “tsunami of money” is flowing into such assets, said Piyush Gupta, group chief executive of Singapore’s largest bank DBS.\nEven if the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/dbs-piyush-gupta-a-tsunami-of-money-is-going-to-sustainable-assets.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股"},"source_url":"https://www.cnbc.com/2021/06/17/dbs-piyush-gupta-a-tsunami-of-money-is-going-to-sustainable-assets.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1126983199","content_text":"KEY POINTS\n\nSustainable investments can have good returns as a “tsunami of money” is flowing into such assets, said Piyush Gupta, group chief executive of Singapore’s largest bank DBS.\nEven if the fundamental value of the asset doesn’t go up, the supply-demand equation remains, Gupta told Martin Soong as part of the virtual CNBC Evolve Global Summit.\nGupta and China Asset Management CEO Li Yimei also said corporate governance in Asia has improved.\n\nustainable investments can have good returns as a “tsunami of money” is flowing into such assets, said Piyush Gupta, group chief executive of Singapore’s largest bank DBS.\n“The truth is that there is a tsunami of money being directed at ESG investments,” he said, referring to investments that take environmental, social and governance factors into account.\nEven if the fundamental value of the asset doesn’t go up, the supply-demand equation remains, Gupta told Martin Soong during the virtual CNBC Evolve Global Summit on Wednesday.\nResponding to a question on whether sustainable investing is just a trend, or if it’s a long-term strategy, the CEO suggested that, either way, the investment is likely to reap good returns.\n“You cannot do too badly being in … a basket of ESG assets, just because there’s going to be a trillion dollars more coming into that asset class,” said Gupta, a member of CNBC’s ESG Council. “If nothing else, that’s going to take prices up.”\nAnother factor that bodes well for sustainable investing is that companies that focus on ESG “tend to be high-performing companies,” he said.\n“Therefore, if you were to create a basket of ESG stocks, you would typically pick up high-performing companies in any event, and that’s not a bad investment profile to have,” he added.\n‘Clear’ interest in sustainability\nGupta said investors — both private and institutional — are starting to be intentional about choosing investments that are socially responsible or that promote environmental sustainability.\n“A lot of customers are wanting to be able to express a choice in terms of the kinds of investments they want to do,” he said.\n“It’s even more visible in the institutional investor space,” he said, noting that sovereign wealth funds often have policies on sectoral choices and where they want to put their money.\nIt remains to be seen, however, whether investors will still choose sustainability if the investments did not perform well.\n“In many cases, people are happy to go ESG if they can get at least the same market return as a non-ESG investment — but it’s not clear how many of them will be willing to take a compromise and go for a lower-return product,” said Gupta. “That’s still to be tested.”\nCorporate governance\nSpeaking at the same CNBC Evolve panel, Li Yimei, the CEO of China Asset Management, said that in the past decade or so, there has been a great improvement in corporate governance and how shareholders are valued in China.\nLi, who is also on the CNBC ESG Council, said state-owned companies now engage their investors on a regular basis, and top executives talk to small investors through social media and conferences.\n“We do believe that we have seen progress,” she said.\nGupta from DBS agreed, but said there are still gaps in Asia.\nDiscussing the perception that public companies in Asia historically have not focused on benefiting their shareholders, he questioned whether corporate governance is only about investors, or if it extends to other stakeholders as well.\n“Frankly, the rest of the world is going there now — a recognition that … you need to make sure that you have a responsibility to other communities, societies (and) taxpayers,” he said.\nThe idea that corporate governance is only about shareholders is shifting, Gupta said.\n“The rubric is changing, and within the … changing rubric, a lot of Asian companies actually don’t do too badly,” he said.","news_type":1,"symbols_score_info":{"D05.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163187699,"gmtCreate":1623862876611,"gmtModify":1634026793393,"author":{"id":"3573034953738399","authorId":"3573034953738399","name":"phantommize","avatar":"https://static.tigerbbs.com/cf6c173801dabfc8d3821700efed6c39","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573034953738399","authorIdStr":"3573034953738399"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163187699","repostId":"2143978737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}