Bloomberg直播提及数据中心投资周期与Nokia、意法半导体受益但无新增催化

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-23 14:00–14:30(Asia/Shanghai),共 39 段
说明:以下为该时段该直播间的连续语音转录(直播 ASR,可能有同音/识别误差)。请从中识别与 AI算力/芯片/服务器/光模块/液冷/数据中心/大模型/机器人·具身智能/自动驾驶 等相关的、**可交易**的公司/产品/订单/产能/需求/合作/高管或官员表态,判断是否构成可交易事件;若通篇无可交易内容,判为不做。识别误差请结合上下文与常识修正,勿据孤立音近词臆断。

--- 转录正文 ---
[14:00] But I know that that's not the whole story, I mean, it's a hard question to answer you, my.
[14:00] My experience, you, we've seen lots of these cycles before where the answer is something to worry about., if you go back, for example to the the.
[14:00] 3G spectrum in mobile It's just like that was just an arms race. It was irrational people overspent and never got return on that. And there is a risk.
[14:00] we're in the same position that you have all these massive hyperscale data centers and they sit there as strand of capital for quite a period of time.😊
[14:00] We've been through at least one if not two cycles of Cha 11 filings for data centre operators through the last two or three decades, it's not impossible.
[14:00] See the same thing again, so I think there does need to continue to be financial discipline amongst these players otherwise we'll end up in the same position.
[14:00] ho was the other day talking about the fact turning data center into pick aball courts, that's where we go, I think least they have some sort of useful outcome for them.😊
[14:00] STM, Nokia, et cetera, added numbers this morning, what do you make of those I think you know they're definitely benefiting from the data center.
[14:01] Investment cycle both got a lot of exposure on the optics for Nokia and power management for STM.
[14:01] Nothing incremental though I think they're largely trending as the market would have expected and that there are some cost pressurees for them to manage.
[14:01] See passengers now I don't think they're passengers, they're kind of periphery beneficiaries of what's going on.
[14:01] But you are along for the ride basically exactly and for Nokia, you'll see that they've doubled down on their cost cutting plans.😊
[14:01] So they're having to manage higher input costs to deliver that profitability Matt you very much, Matt.
[14:01] intelligence, yeah the cost base certainly something that we saw Ericrickson mentioning. Yes, Penn come's talking about that. What else you need to know this, What is it Thursday morning.
[14:01] 🎼Thursday morning there we go, European car sales have hit their highest levels since October 2023, Anna was just talking about this earlier in the show more drivers shifting to electric.😊
[14:02] the European Automobile Manufacturers Association says sales rose more than 13% in June from a year ago to one..
[14:02] 🎼Sales rose 51% with France and Germany making up the bulk of the rise.
[14:02] Landlor Sero after securing the recommendation of its board.
[14:02] Improved 14 bill after a were of words between the companies centerd on the.
[14:02] 🎼A valueue of Sero's growing pipeline of data center projects and its ability to.
[14:02] 🎼As a standalone business and Easyjet has reported revenue for the third quarter, the beat average analyst estimates.
[14:02] 🎼It comes after a Reuters report that the EU is preparing to review airline ownership rules as such a move.
[14:02] 🎼Could affect takeover bids for the low cost carrier from US investment firms Council Lake and Apollo who are not European, they are American.
[14:03] 🎼And that be a problemep that could be a problem and we're back to talking about M&A and removing listed businesses here in the UK aren't we we'll continue focus on.
[14:03] That story of course coming up first half results then from the auto technology supplier of Valleo, the numbers themselves beat estimates we've seen a pickup in sales.😊
[14:03] included of cars in Europe we'll talk about all of that, we'll speak to the CEO of Valo Christof Pepiat, that conversation coming up next from Paris.
[14:03] This is big bag.
[14:04] I'm David Weston.
[14:04] We on Wall Street Week for stories of capitalism from business, markets, economics, tech and climate, we go on the road for a look at what.
[14:04] 🎼Lies behind the headlines of today and what will likely be the headlines tomorrow. They're just making trade offs you know they have to oil and gas.
[14:04] Its important every citizen should be investing in the market, accelerate progress in all fields of science, watch Wall Street Week right here.
[14:04] No, it's what you need to think about.
[14:05] My old mentor, football will never leave you, but you need to leave it wow.
[14:05] My dream is to play football and play professional football and you get the dream comes true.
[14:05] The day before it ends, you're one of the best in the world, great, the next day you wake up, that's gone, what are you great at?
[14:05] And the truth is nothing right, I'm not great at anything else I talk about it all the time, Steve is this whole idea of is's not from penthouse to penthouse.
[14:05] mean by that is you played for 15, 20 years and you're in the penthouse, that doesn't mean that you come to the business world and you're going to be in the penthouse.
[14:05] Now you don't start in the third floor or the lobby, you actually have to start in the basement.
[14:06] 🎼Technology is embedded in every aspect of our lives and that revolution is playing out in real time, from finance to defense tech.