智谱被曝建成1GW级全国产AI芯片数据中心，但供应商未披露且相关国产算力股已盘中反应

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-21 13:00–13:30(Asia/Shanghai),共 201 段
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[13:00] 🎼L London this Bloberg Daybreak Europe I'mzzie with top.😊
[13:00] Another wave of strikes on Iran as President Trump vows to make Tehran pay for the deaths of U. troops but oil holds steady.
[13:00] 🎼to seekcalA choice for Chancellor as former Def Secretary John Healy heads for the Treasury.😊
[13:00] 🎼The new UK government pledging more support for the cost of living and expectations for increased defence spending takes centre stage.
[13:00] 🎼the Farnborough Air Show we'll be speaking to industry leaders throughout the day Well a very good morning welcome to Tuesday we've got geopoli.😊
[13:00] Politics and tariff news in the mix today, but for equities, the focus is firmly on tech, Asian stocks up for the first time.😊
[13:00] 🎼For days as investors buy back into chips, so the MSDI specific index up 2.2% boosted by the like.
[13:00] 🎼Cost be up 4% there we also have futures up stateside, the chipbi feeding through.😊
[13:01] 🎼But we're looking towards a lowest start here in Europe, less exposure to tech of course, but does this picture change by the time of the open Euros Stocks Sw future?
[13:01] 🎼Down to tenth0s of8 percent now flipcro assetet and you can see what's supporting stocks as well this morning is also a drop in oil.
[13:01] 🎼Prices after this two day gain, as traders way up the Middle East outlook, you've got brrenent trading here at $8850.
[13:01] 🎼S a barrel, Goldman saying it could top $120 a barrel if the Hormu disruptions persist, though yields.😊
[13:01] 🎼Sty on the10 year at 459 and we're keeping an eye on the pound, aren't we given all of the politics holding onto to it its declining?😊
[13:01] 🎼From yesterday's session just up a touch at $1.34, of course we had markets surprised by the new prime Minister And.
[13:01] 🎼Burham's choice of Chancellor and Gililt selling off on Burnham saying that he'd seek flexibility on the fish.😊
[13:02] 🎼choSo let's see how UK assets hold up as he floods the zone with policy announcements over the coming days Now let's take a look at the other risk event.
[13:02] On the agenda for today at 7 am Londonn time it's the latest UK jobs and public borrowing numbers the jobs numbers expected.
[13:02] 🎼To reinforce the BE's view that no hikes needed for the time being and the public borrowing numbers setting the.
[13:02] 🎼Really for the fiscal squeeze on Burnham's government, then at 9 a London time, we get the ECB Bank lendingending survey, which of course could show.
[13:02] 🎼That both the supply of and demand for credit have declined since the start of the Iran War and then at 10amm we'll have another read on the journey.
[13:02] 🎼An economy with the Z EW survey, so plenty ahead, let's get you set up for your Tuesday.
[13:02] We begin with breaking King second quarter earnings.
[13:03] Out of the Swiss phma industry, these from Novartis, the expectation was that it would reiterate its full year outlook, what we are.😊
[13:03] Seeing is that it has reported court earnings per share for the second quarter that beat the average analyst estimate.😊
[13:03] $241 for share, the estimate was for 216, the CEO saying that they remain on track to deliver.😊
[13:03] The outlook, the 2026 full year guidance is indeed reaffirmed and so a positive set of numbers it would seem from.😊
[13:03] First glance from Novartis and we'll get full analysis of those numbers later on in the show now let's take a look at broader markets.
[13:03] Asian stocks moving higher overnight, boosted, as I say, by the closely watched chip sector and Winniehu has got an update for us from Hong Kong Winnie.😊
[13:03] should we be focused on this morning Yeah, Good morning, Lizzie, very nice rebound that we are seeing in Asian stocks today with the MSE.
[13:04] Asia here up 2.3% following three days of tech let declines and in fact, having its best day in about.
[13:04] A month now we have Japanpan coming back from its holiday and then nikke 225 also up nearly 3% after entering.
[13:04] That technical correction territory just last week, but leading gains today we have South Korea's cospi index here up about 4%.
[13:04] Now we are seeing today foreigners buying while retail investors sell now that foreignign investors inflow is also helping self.
[13:04] And wonong hear strengthening against the US dollar and in fact, it is Asia's best performing currency so far this month.
[13:04] Coming back of that towin we saw this morning from the trade data, we are seeing export numbers up about 63%.
[13:04] For July through July 20th, and that is a record compared to any of their years for the same period of time.
[13:04] AI demand now flip the we take a look at another bright spot, which is in the the onshore Chinese.
[13:05] We are seeing gauges here. Csi 300 also up to more than 2% extending gains from yesterday as Beijing.
[13:05] Coninue to ramp up its support to stabilize the market. And that is also being helped alongside the so called national.
[13:05] As well as the in and the state backed funds. Now, another bright spot we are seeing is in a tech space, because we have.
[13:05] Chinese AI model maker Zhi Pu saying that the company has completed the construction of a data center used.
[13:05] Only local chips, so you are seeing shares there as well as the local chip makers surging on that front back to you Lizzie.
[13:05] Winnie, thank you very much, that's Bloomberg's Winnie Se in Hong Kong now turning to the geopolitics, the US says that it's completed a10 day of.
[13:05] President Trump Tehran would for the killing of three US soldiers.
[13:06] Further with Iranian backed Hi militants threatening to blockade Saudi Arabia shipping in the Red Sea, let's the latest now withloom.
[13:06] Middle East Break news editor Patrick Sykes, good morning, Patrick, how does the threat from the Houthis then change the situation?
[13:06] How muchIt's of barrels a day.
[13:06] I had been relying on that alternative route when the straight performances became closed, it moved to shipping those barrels to.
[13:06] It's to the Red Sea coast as an alternative, and that is the route that's now under threat in particular for now, of course, folks.
[13:06] On Saudi Arabia. But I think the fact that the Hois started with this very country, specific restriction.
[13:06] As they would call it, also points to the idea that they could escalate it further and apply it to other countries export.
[13:06] In future, but Saudi Arabia being the closest to them. And I think the most prominent in terms of that plan B.
[13:07] Supply chain was the one they went for first and Iran says Patrick that it's still in contact with me.
[13:07] On proposals to ease the hostilHow real is the possibility of deesscalation now, given the comments we just mentioned?😊
[13:07] President Trump yeah, yesterday, despite all of the recent the escalation over the past.🤢
[13:07] week or so yesterday we did see these small signs of movement on the diplomacy albeit before the announcement by the Houthis.🤢
[13:07] That naval blockade, but we do know that that some of the mediators we assume among them, certainly Pakistan.
[13:07] Maybe also Qatar has been proposing to Iran that they get back around the table, perhaps a 10 day ceasefire.
[13:07] As also been mentioned, we also know that Iran's interior ministry, who interior minister, rather, who's previously been involved.
[13:08] In shuttling between capitals on the issue of the war was dispatched yesterday to Pakistan ostensibly to discuss bilateral.
[13:08] ssues, but I think everyone expects that those talks would also cover the war. So it does seem that there's some.
[13:08] Kind of movement, but it's worth bearing in mind that the sort of the thing they're aiming for right now is simply.
[13:08] A very brief ceasefire is not even as ambitious as returning to the status quo at the time of the MO.
[13:08] You back in June, let alone looking for a more permanent resolution to the conflict and the under.
[13:08] So very modest expectations. and for now, even that appear appearing elusive.
[13:08] Okay, Patrick, thank you very much,es Bloomberg, Middle East Bing news editor Patrick Sykes, now turning to the UK.😊
[13:08] Because we are going to be keeping a firm eye on guilt at the open after Y rose on comments from UK Prime Minister Andy Burnham saying that he's looking for.
[13:09] F the fiscal rules the new Chllor John Healy later described fiscal credibility as the bedrock for economic stability.😊
[13:09] His appointment let's bringing Ven Ramm, Cross asset strategist at Bloomberg, M Live, then good morning so I do wonder.😊
[13:09] Whether healley's appointment is enough to calm the market, he's being presented to us as a safe pair of hands with Treasury experience to.🤢
[13:09] Mor Lizzie, I don't think gs are out of the woods yet.
[13:09] He's a well known name in Treasury Cirs, he was a junior finance secretary back in the days of Gordon Brown's cabinet, so he knows how.
[13:09] Fiscal rules work, and he also vowed allegiance to the fiscal he said fiscal rules, saying that fiscal control is the first.
[13:09] Operator for any chanceancellor and that he will certainly hew to that. But even the same breadth.
[13:10] He also mentioned that he will meet increased defense commitments, the UK's increased defense commitments to its international allies.
[13:10] On one hand, he says that fiscal supremacy is what matters, but on the other hand, he says that he wants to increase defense.
[13:10] Spending we need to see. investors will need to see how that plays out. And because he's a seasoned campaigner in the finance.
[13:10] The finance chambers, I don't think we are in a situation where it's going to be liststrous a repeat of the liststrous episode, but all the same.
[13:10] We've got an experienced pilot in the cockpit, whether or not that means a turbulent right, only time will tell. I'm sure the ex Def secretary.
[13:10] Enjo that analogy then I'm just seeing lines crossing the terminal saying that the UK government is going to remove the AT.😊
[13:10] E bills from1 of October, course we're expecting an announcement on cost of living support today I wonder.
[13:10] the bond vigillanteties are going to give this Burnham government when it comes to cost of living support, but also more broadly.
[13:11] When it comes to spending, how much guilt nervousness do you expect this week and beyond?😊
[13:11] Be a fair bit of guilt nervousness, Lizzy, Because if you look at the 10 year yield, we popped about 5% yesterday. Now,5% we have seen briefly earlier.
[13:11] This year, but really, it was routine occurrence only before the global financial crisis. So a5 percent yield is pretty significant.😊
[13:11] And how significant is it Now, if you swap out, fully swap out the gilt cash flows into, say, the euro.😊
[13:11] You will get a comparable yield of 3.4% that is fully 25 basis points above what you get on 10 year German boom.😊
[13:11] So that is a price discount that investors have slapped on gills. and that shows that investors are not willing for not.
[13:11] Partner if the government starts experimenting with its fiscal rules. O, well, we're not seeing a discernible move.
[13:12] The pound off the back of this announcement then, but the statement from the government saying that any further action, including on funding for longer term measures will be taken.😊
[13:12] Budget alongside an OBR forecast, the Office for budget Re, all decisions at that point will continue to be funded and also consistent.
[13:12] The government's fiscal rules for now Ven Ram Bberg M Live strategist appreciate your analysis this morning and we're going to talk a lot.😊
[13:12] 🎼MoreAbout UK politics later on in the program still ahead. We'll head live to the Farnb Air Show to look ahead to our interview.😊
[13:12] 🎼Throughout the day as defense spending takes a center stage, but first, the Trump administration threatens new 50% tariffs on Canadian.😊
[13:12] 🎼So we'll get you all the details next is.
[13:12] 🎼
[13:13] Bringing you up to the minute political news whenever and wherever it happens i'm joe matthew on the south one of the white house.
[13:13] 🎼Is morning good morning. This is. We back to the opening trade. Itsberg.😊
[13:13] 🎼This is the Asia trade. this is Wall Street week. Wecom to balance of power. You're watchingberg deal. We to bloomberg this weekend this is.😊
[13:14] 🎼ec is embedded in every aspect of our lives and that revolution is playing out in real time.
[13:14] 🎼Finance to Def tech AI to entertainment from the road to the stars Loomberg is bringing you the stories of companies.
[13:14] 🎼And people that are pushing tech to new frontiers and the politics reshaping global tech markets.
[13:14] 🎼I'm Ed Lodlow live in San Francisco and this is Bloomberg Tech, every weekday only on Bloomberg television.
[13:14] 🎼And news breaks a red head across the Bloomberg terminal Bloomberg has you covered Trump's global tariffs are struck down by the US Supreme Court for all the contact.
[13:14] And clarity you need there's going to be now tons of tariff headlines until midterm election here at first on bloomberg.
[13:14] Welcome back to Bberg Daybreakak, Europe, 615 am here.😊
[13:15] Lon turning to the tariff story now, the US says that it'll impose a fresh 50% levy on some Canadian goods.😊
[13:15] been American, andly the duties are due to take effect in 30 days.
[13:15] One of the most severe trade action taken by President Trump against the US.S's second largest trading partner, let's get some analysis now.
[13:15] Spea to Bombergs Rosalind mathson, Ross, good morning, I have to wonder whether these are just another of President Trump's threats that he'll later.😊
[13:15] To pull back on, what's the legal basis for these new tariffs. Well, that's right. That's probably the question.
[13:15] That will inform the Canadian responses to wait and see, is this indeed something that the U will follow through because of also this?
[13:15] Also this talk about potential tariffs because of Canadian wildfire smoke, which has been blowing across the US.
[13:16] Don according to the U under a section of the 1930 Tar Act, and this would allow the U.
[13:16] President to impose duties of up to 50% the countries that they say are discriminating against the.
[13:16] And this is not an art or a provision that's been used before in this fashion, so it is untested.
[13:16] In that space, but it shows how much the U. administration is trying to rebuild the tariff regime of Donald Trump using any.
[13:16] all mechanisms possible, and it does raise those questions again about is this untested and what might it mean in the Court of law?😊
[13:16] As well, if it does get enacted and will indeed the U.S. administration proceed, but it comes against that backdrop of uncertainty.
[13:16] about the overall trade agreement between not just the US and Canada, but the U Canada and Mexico, which the US has said it's not going.
[13:16] To extend and that's setting up years, potentially of contentious negotiations that puts that deal on a rolling basis.
[13:17] So certainly the sense from the US they' trying to keep that pressure up on Canada, on a whole kind of different array of ways.😊
[13:17] When it comes to the trade relationship and Mark Carneys not going to like this tariff on hockey goods, is he what's been the response?
[13:17] Well, Mark Carney is used to these tension points right now.😊
[13:17] there's been so many under the latest Trump administration and the friction, particularly between the US and Canada.😊
[13:17] Imagine them probably taking a pause on this. Of course, they wouldn't like it, but it would represent a pretty small percentage of the.
[13:17] Overall trade relationship, the bilateral trade relationship between the US and Canada, so that might be a factor in Canada's thinking.😊
[13:17] Also again, is there potential for the US to reverse course before it takes place, and you can see that really in the response so far.😊
[13:18] From Mark Carearney, which is to say, in his perspective, Canada has simply matched what he calls unilateral US action.
[13:18] Against Canada, he says at the same time, we proposed a bunch of solutions to these trade tensions, and we're very willing to keep talking.
[13:18] About those. So keeping the door open to negotiations. And certainly from the Canadian perspective, they've been here before a number of.
[13:18] Sometimes they've followed through from the US. sometimes they haven't. So they perhaps just want to sit back and see, is this going to play out the way?
[13:18] The US says it we they got 30 days to find out Okay Ros, thank you very much, that's Bebergs, Ros mathson and coming up on.
[13:18] 🎼Pro we're going to turn to another aspect of trade tensions this after the French president has warned that Europe is facing an aggressive.😊
[13:18] 🎼Trade war, this one from China, more on that next, this is Bomberg.
[13:19] Bringing you up to the minute global news whenever and wherever it happens, I'm shaanna Versace in Ellaa, Saudidi Arabia and this.
[13:19] Is BbergFrom the world of politics to the world of business, jo Matthew and Kayle lines.
[13:20] 🎼NewInight and analysis live two times a day every trading day balance of power at one and five Eastern only on.
[13:20] Bberg.
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[13:20] He invested.
[13:20] top executives global innovators join me for in depth conversations with the biggest newsmakers on the day.
[13:20] Top stories In with Ha Linda onm only on Bloom Ba.
[13:20] July 30th, the Bank of England makes its next interest.
[13:21] and investors will look to boe governor andrew baily for signals on the rate path ahead higher.
[13:21] 🎼And we expect, of course now what we've got to do is get it back to 2% join the opening trade team for a live market reaction and analysis.
[13:21] And on the ground coverage at the Bank of England, it all starts July 30 at 12, 30 pm only on bloomberg.
[13:21] Welcome back to Greenberg Daybreak Europe now a delegation from the European parliament is heading to China.😊
[13:21] Tals expected to be dominated by these growing tensions over trade The comes after the French president warned that Europes facing an.
[13:21] ive trade war from China let's get more now with our Bloomberg chief Europe correspondent Oliver crook Olie joining us from.😊
[13:22] Just give us the perspective where you are how bad is the situation for Europe.
[13:22] I think where people cannot ignore it anymore and you've had some willingness to ignore it, particularly from the Germans, because the relationship economically between Germany and China has been.
[13:22] So important, but that is sort of dwindling away so there are a few categories of activity that the euros are now putting into focus of course the main one is.
[13:22] General trade balance, this is something that we've heard repeatedly from the Europeans, but they can't put just that into relief, right, because that is exactly the sort of basis upon.
[13:22] The United States has been upset with the European Union because they have an imbalance in terms of trades of goods, but you see it on the screen there, the relationship between the EU and China.
[13:22] You've only seen that deficit between the EU and China really blow out over the last couple of years, but the real criticism that the EU has towards the China.
[13:22] It's not just that trade balance it's the way in which it has been achieved and again we hear about the trade subsidies that the state gives to the.
[13:22] back to the Chinese enterprises back at home and that sort of unfairness in that trading system, but it's something that the Europeanans have really been basic.
[13:23] Unable to address there's also been some comments recently more and more from fderch mertz, someone who has not been quite as hawkish, talking about monetary policy.
[13:23] In China and the artificially depressed value of the yuan, so these are conversations that you're getting louder and louder and just lizzy to illustrate kind of the scale of this.
[13:23] And how much it's hurting the Europeans, you look at the trade deficit, the trading relationship between the Europeans and chin that's about 900.
[13:23] The trade deficit now between the EU and China is 360 billion. so we're talking about a deficit that is effective.
[13:23] A billion dollars a day, the uncomfortable part, I think for the Europeans is that yes, part of it is because the Chineseese are subsidizing their companies, yes of it is.
[13:23] About the unfair side of things, but the Chinese have just been very, very effective at dominating a lot of the industries that have been very important to the Europeans and a lot of the.
[13:23] tomorrow, whether it's solar panels, whether it's batteries and of course the all important electric vehicles, which has been one of the main concerns for thes.
[13:24] placece where they did manage to get some action, you'll remember, they did put some tariffs on some of those evs coming from Chinaa, but that is not sort of dissipating their influence you can see them obviously.
[13:24] More and more on the streets and that is a trend you're going to continue to see here in Europe yeah what else can the EU actually really do?
[13:24] Club together to do something or is the whole exercise just going to be another display of weakness between the block?😊
[13:24] Well that's the big question lizzie, I mean there are a lot of things that they can theoretically do the question is what will they actually do but as we've been reporting.
[13:24] In the last couple of weeks and months, it seems that the gers now are slightly shifting their tone in terms of willingness to potentially look at the chinese threat.
[13:24] A little bit more actively, I mean, we have emmanuel and ma, he's spoken often very aggressively and very sort of more hawkishly about the threat.
[13:24] posed by chin, but it's a little bit easier for him to do that because his companies, his country is not as dependent on Chinaa that being said lizzie mean we're talking.
[13:24] That trade deficit between the EU and China, the trade deficit between just Germany and Chinaa is $90 billion.
[13:25] So just before the pandemic right before the sort of normal period was before this new paradigm, that was 14 billion.
[13:25] It something that the Germans cannot ignore anymore, so what they could do is of course, if they look at additional sort of tariff measures, but the main problem Lizz.
[13:25] As ever, is yes, there's a question of political consensus, but it's also about moving fast, even when the Europeans decided they needed to do something about Evs.
[13:25] A full year to do their investigation and to put those in place when joe biden wanted to do it, he basically came out he said, listen, we're putting in 100 percent tariffs and.
[13:25] The way it's going to be and of course, the other thing that everyone is sensitive to lizzy, not just the Europeanans is the stranglehold that the Chineseese have on critical raw materials.
[13:25] anglehold they have on some of the companies and that's going to be sort of weighing in the balance, you have that parliamentary delegation in china today, I don't expect a whole lot from that.
[13:25] It's really going to be down to the leader levels, how how much pain they're willing to exert in order to get that rebalance with that relationship with China.
[13:26] Okay, really helpful charts there Ollie thank you so much for your reporting that's our Bloomberg Chief Europe correspondent Oliver Croook out of Brussels,😊
[13:26] Some of the top stories were're following for you around the world this morning, the EU has fine Alibaba's e-commerce service, a record 55.😊
[13:26] Million euros for failing to adequately police illegal, unsafe and counterfeit products on the platform the European.😊
[13:26] Says Aliex did not do enough to remove repeat offenders or to enforce its own penalties says.
[13:26] proportionate fine and to an eye on.
[13:26] Wwiiss watchtchmaker reported earnings that missed estimates by quite some margin, first half operating profit came in at 52 million Swiss francs.😊
[13:26] Exations of more than 131 million stch has blamed negative currency effects and the fact that it had maintained jobs without.
[13:26] And the US Def Secretary, Pete Heg is set to testify before lawmakers.
[13:27] For the first time in more than two months to defend the Trump administration's request for billions of dollars in additional money for the Iran war.
[13:27] Seth is also expected to address growing skeptics among lawmakers about the course of the conflict and to face questions about the apparent collapse.😊
[13:27] Of the US ceasefire with Iran staying in the U. a group of 12 US states have sued power.
[13:27] Moun seeking to block its $110 billion bid to buy Warner Brothers, the antitrust lawsuit alleges that the deal would.
[13:27] For film distribution and Paramount Skyance says it will defend the transaction in court but of our top stories.
[13:27] 🎼, but next up, we're going to zoom in on the UK. We'll have a look at what to expect from Andy Burnham's new top team with.
[13:27] 🎼professor Tim Bale, that conversation coming up next, this is Bloomberg.😊
[13:28] Bringing you the latest geopolitical news whenever and wherever it happens I'm Davidvi Garra Solaruni in Olivia and this is.
[13:29] 🎼The countdown is on everything you need to get the edge at the end of the market.
[13:29] Today, get ahead of tomorrow's trading with the close weekdays on bloomloberg context changes everything.
[13:29] 🎼In case you missed it on Daybreak Europe, we're talked going with the EU regulator on this though.
[13:29] As I told you, I interact a lot with Americans and Chinese players and we see Trump fighting for their companies all the time, we see the Chinese fighting for their companies.
[13:29] here in Europe, I feel I'm fighting against the European regulators, Not that they are fighting for us. They are fighting against us. It's a big mistake because we.