彭博直播称GlobalFoundries获美国政府约3亿美元AI芯片通信相关资金，但公开源未确认新增奖项

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-29 19:30–20:00(Asia/Shanghai),共 213 段
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[19:30] 🎼It's a crazy session in South Korea and it's caught the attention of officials in South Korea as well, said to be having a meeting with the finance ministry.
[19:30] StAnd that's a real problem for them considering the fact that it's more volatile than bitco so far this year, a lot of leverage funds that are involved with this.
[19:30] tail involvement and it's led people to pull back from the overall index because how do you price volatility like that you can't so you walk away even if you have.
[19:30] 557% increases in operating profit. this is a reason why regulators are getting involved, but this is also the reason why people are.
[19:30] Having a hard time understanding what some of these valuations are anchored to, is it anchored to highly leveraged positioning or is it anchored to something?
[19:30] 🎼I suggest a lot of wealth also created in South Korea as well, we'd often talk about the sta to just how much Samsung count.
[19:30] 🎼For South Korean GDP, I think the increase in wealth you would have seen off the back of this run up in the stock market that index, Samsung and SK Hyx alike.
[19:31] 🎼It's a lot of money at stake here too, and that market risk becomes an economic risk, which is something you touched on Bramo earlier this week with regards to the.
[19:31] 🎼The United States, we haven't got a real economy scare in America right now, we don't at all, I'm not going to go there, you can't see it but.
[19:31] 🎼The Wesh channel is important here and if you get a pronounced downturn of the equity market, we don't have one just now, but if you do, then you can have a problem in the economy.
[19:31] 🎼maybe what's happening in South Korea right now might be a case study for things in the not too distant future You know Fitch ratings came out with a report earlier this week.
[19:31] Talking about how AI is increasingly a credit risk. and it kind of speaks to your point, you're talking about the wealth transmission, the idea that the wealth effect is.
[19:31] Bster a lot of consumer spending you're talking about just more broadly with the overall economic growth you start to see a trace in that all of a sudden you see.
[19:31] Fundamental issues percolate not just here in the United States but globally if that's the equity story, here's the bond market picture two tens and 3s yields creeping higher up a few.
[19:31] 🎼just anchored around 430 into the Fed meeting later on this afternoon, closing around 418 around mid Junene the last time.
[19:32] 🎼Fed met by the close of day. So we've added 10 basis points plus to the two year and settled there. and we've anchored around the upper end of.
[19:32] 🎼This new range going into the Federal Reserve meeting later, and we're training above the policy rate of the Fed by, let's call it 50 basis points How of that.
[19:32] 🎼50 basis points is because this market believes with conviction this federal hike, how much of it is just about bacon and some rest that they might.
[19:32] Because we've got a new era at this Federal Reserve with limited forward guidance in some ways, Kevin Wsh's challenge is to keep market pricing here without doing anything.
[19:32] Because ultimately this is not a fed that wants to hike that is quite clear in terms of the waffling and just the fact that they've moved from an easing.
[19:32] To a neutral bias at the last meeting. I mean, this is how far we'd be going if you they actually did high rates. but at the same time, the tightening that you're.
[19:32] Is marginal enough to take some of the frost out of the market and they should take comfort in that, but not necessarily take it too far helping that bond.
[19:33] 🎼moved this morning, the moving crew looks like this, let's call it higher by 5% at the moment of 5% on Bren to 88 WTI.
[19:33] we're back to strikes after relative few days of calm at the same time, the the street of remains closed. The Iranians are not playing ball with the.
[19:33] He on trying to open it up a raco is talking about potentially having to adjust prices neil duter wrote in he said for the fed this is fullly one.
[19:33] me twice Sha me sending me the Bent and WTI links, basically saying the F can.
[19:33] 🎼Look through this anymore. It's too rampant when it comes to whats going on in Iran. The Iraqis went in on the strikes that took place in that territory saying the following they.
[19:33] 🎼the use Iraqi territory to launch attacks, Saudi U attacks are unacceptable a violation ofty, those headlines cross in just.
[19:33] So hey iran, stop using us through our proxies to shoot missiles, saudi arabia stop attacking us why are we the victim?
[19:33] 🎼Please keep us out of it good luck it's messy, it's still messy and it doesn't matter if there are talks or if there are strikes, this isn' an uncomfortable new norm.
[19:34] 🎼Toggling between one of the other back and forth, back and forth as we count you down to the oven in about a few hours a well, let's get you some single names, some morning movers Yohia has.
[19:34] aH john well here's a clean story we have global foundries, the chip maker up 9% in the premarket.
[19:34] After landinging a $300 million award from the U.. government, the funding will be used for the company to develop tech.
[19:34] That allows AI chips to communicate faster and more efficiently, but it's just the latest sign of Washington trying.
[19:34] To bring that advanced chip supply chain here to the U rather than relying on overseas suppliers like TsN.
[19:34] let's get to the earnings we've gotten this morning because we've gotten quite a few and we start with humanitya, the health insurer is falling 7.7.
[19:34] 7% in the pre market after it beats on second quarter profit, but it left its full year guidance unchanged.
[19:35] that was a problem for investors since shares had run up some 50% so far this year.
[19:35] De sign of the market punishing companies unless you you know really beat across the board and we get a check on the consumer with.
[19:35] PNG, the company behind brands like T, it is down 3.4% after missing expectations.
[19:35] And offering a cautious outlook and that's largely because the company says it is no longer raising prices afraid of.
[19:35] Customer pushed back and that's a problem because png is facing higher costs from things like raw materials and transportation.
[19:35] Presure is already showing up in the earnings earnings fell from a year ago for the first time since 2022.
[19:35] All five of its business segments missed sales expectations John you you for the update.
[19:35] on our radar this morning sk Hex reporting a nearly six fold surge in quarterly profit the missed sky high expectations.
[19:36] Tests for the AI trade on De with Microsoft and Me they report after the closing B Samsung, app or Amazonon due tomorrow.
[19:36] CEO Genfer Wang meeting lawmakers on Capitol Hill in a bid for open source AI models, calling them essential for safe adoption,I CEO.
[19:36] Sam Hotman is expected to make his way to Washington for similar discussions later this week and finally the meta CEO Mark Zuckerberg saying the U.S. should not ban.
[19:36] Chinese AI model, Zuckbaattan, the Financial Time that U.S companies need access to their competitors in order to compete with Beijing.
[19:36] To be able to keep up, it just strikes me that the users of these models want them cheaper, that be creators of the frontier model.
[19:36] So we're like, it's like at a certain point, know you have to imagine that the hyperscalers and anyone.
[19:36] Adjacent to them want the costs of these models to come down open source helps do that, it gives them more optionality and frankly more access to more.
[19:37] likely the frontier models are a little bit more hesitant to say that, and you're hearing that from some of the commentary from the likes of Anthropic.
[19:37] When you look at what Mark Zuckerberg said, it's not even just so much about China and FT talked about this, him warning about the risk that AI might become central.
[19:37] In the hands of few powerful groups appeared to be a broadside against his rivals, anthropic and opening eye and this will be on full display this week.
[19:37] Just the fact that Jenenssen was there last week, but today tomorrow you're going to have Sam altman there and that's at a company that's also dealing with a huge risk right now.
[19:37] When it comes to an agent getting out and going after actually more another company, not just the one we heard about last week there's a lot of things.
[19:37] Me does not have a model. They are potentially pivoting towards becoming somewhat of a neoclo maker, a neoclo provider.
[19:37] It's been the talk of the last month or so, and maybe they're going to sell some hardware into China too with the metaglasses I don't know it's very.😊
[19:37] To listen to these people and not c right now how can you not be, I mean, the fact that meta that atvidia, that palette here are all saying, you know we need to.
[19:38] In the doors well guess what they benefit quite a bit. And then you got the people who stand the most to lose saying regulatory issues, concern.
[19:38] Distilling, et cetera. You need to regulate us. Yeah, please regulate us right, Of course, yeah, Me in Microsoft reporting a little bit later. Let's talk about tomorrow.😊
[19:38] G remaining steady out of today's federal decision, Amy Gar of Morgan Stanley sayinghold could create a path for the precious metal to rebound back to.
[19:38] 4450 by the fourth quarter, Amy joins us now for more. Amy, welcome to the program. Let's talk about what's held back gold's start that.
[19:38] What is holding gold back so far after that massive run up over the few years.
[19:38] 26 has obviously been a much more challenging year for gold than 2025. And I think, look with the conflict, we've had two big headwinds for gold.
[19:38] Central Bank gold sales, so the last few years have been very much defined by large central bank purchases of gold, but had.
[19:39] Clearlyly Turkey selling a lot of gold in the initial months of the conflict, and then two, we've had this big shift in interest rate expectations.😊
[19:39] So before the conflict expecting two and a half rate cuts to now the market pricing about 1.7 rate hikes by the end of this year.
[19:39] With that you get ETF selling, ETFs tend to be very, very sensitive in exchange traded funds to what the Fed is doing so they've actually.
[19:39] Liquid datings, you had central bank selling and you've had exchange traded funds selling Now, I'd say at the moment, gold has started to find a bit of.
[19:39] And that's because the central banks have stepped back in. So Turkey, that selling has reduced dramatically from about 60 tons in a single month to.
[19:39] Two tons the last month of data that we have and actually others have started to buy quite aggressively. So China was buying about one.
[19:39] One ton a month before the conflict and bought 15 tons in June, so a huge acceleration there, Poland, which was the largest fireer last year.
[19:39] Flying ahead of where it was at this point last year, so we are getting a bit of underpinning, I think, from those central banks, but of course the bigger question.
[19:40] Is going to be will those exchange traded funds switch from selling to buying, and that's where I think tonight and arguably the next few beds.
[19:40] The decision is very, very important, let's down the backdrop for rates, interest rates. How important were they to go on the way up.
[19:40] What's that story look like now and what's your outlook and how do you factor in what's going to happen with the Fed Yeah,, I think interest rates.
[19:40] Being super important to gold, so we had kind of gold's first pivot was in 2022 where arguably gold should have fallen as interesting.
[19:40] States were hiked through 2022 and 2023, but because the central bank stepped in to provide that physical support for gold.
[19:40] Was able to stay fairly steady and then last year interest rates again played a big role, so central banks were buying, but the biggest swing was the extreme.😊
[19:40] Trd funds, which for nearly as much gold as the central banks. and the reason that they did that was because interest rates were coming down rates.
[19:41] To coming down, gold is a non yielding asset, So lower interest rates makes gold more competitive in your portfolio. So a big part of the swing.
[19:41] Demand that we had last year was due to that cutting cycle. So that does mean if we do see a hike today or in September, then you are going to.
[19:41] More pressure from exchange traded funds selling gold. So I think it's very, very important. Our house view is for the feded to stay on hold and then.😊
[19:41] There's a bit of runway before the September meeting to get more data that can give them reassurance that maybe inflation is coming under control and they can stay on hold.
[19:41] But of course, if there were to be a hike, I would expect gold to be under some pressure Amy is copper, lithium, the like.
[19:41] Of uranium, the new gold right now, I think there's definitely elements of this, and I think we did see that last year.
[19:41] Where gold and copper, for example, were very, very correlated and I think that was really around this fiat currency debasement fear where.
[19:41] We're sort of driving investors towards real assets. What we've seen this year is a big breakdown in those correlations and actually things like copper holding up.
[19:42] Far better than gold. And I think that war brings you to you do need the sort of real physical demand to be working. Co is looking very good.
[19:42] Right now, in terms of you've got the US pulling a metal, you've got China also pulling a metal despite prices being pretty elevated.
[19:42] You've got demand from data centers, grid upgrades that we know are happening around the world. and then you've got a supply side that's very constrained with more risks to.
[19:42] AsWe have El Nino coming later this year that can bring disruptions in chilis, ammbia, et cetera, so copper certainly looks very, very good.😊
[19:42] I'd say lithium is maybe a bit more volatile to something to be sort of labeled as the new gold.😊
[19:42] Does have sort of its own challenges around the supply side and very reactive supply to high prices. And then I'd say uranium does.
[19:42] Have a bit more of that long term store of value. There's a sort of very long term thesis, there's a sort of limited supply. But again, it's not quite.
[19:43] gold. So copper is probably the one where investorsba would be looking most closely at the moment. Amy, I know you also see some more.
[19:43] when it comes to. What's the thinking behind that Yeah, so silver has really lagged gold.
[19:43] Since Silver's peak in late January, the ratio gold to silver has steadily risen so about 70 times which is about where we'd expect.😊
[19:43] Its settle long term, but that has happened a bit ahead of our expectations and similar to gold, silver has struggled with exchange trade.😊
[19:43] Funds offloading physical silver, and that has put down more pressure on prices. and we've also had headwinds from the solar sector where.
[19:43] Solar installations have been slower and then we've also seen some substitution from silver to copper, but they would say silver does have that.😊
[19:43] Sor of electrical exposure angle. So if we do have a rallying copper that often pulls silver with it. And then if we do get the fed on hold.
[19:43] Similar to gold, we could get those exchange traded funds reeng Amy, it to. Thanks for dropping by gather of Morgan Stanley on the price.
[19:44] Gold gold this morning just north of 4K let's give an update on news worldwide with your Bloberg brief funny Quinn has more hey hey John thank you.😊
[19:44] Firefighters in Spain and Francer are racing to contain wildfires before a fourth heat wave in just a few weeks blankets the area.
[19:44] 🎼As shifting winds and rising temperatures could found the flames in the southwest, Spain is experiencing some relief from dayszas near Madrid.😊
[19:44] The European Football Association is considering a boycott of FA events including the World Cup sources telling us here at Bombury.
[19:44] The is upset with FiIA's plan to seek private investment, saying it could give them greater influence over member associations and their national code.
[19:44] The senate confirming ja clayton as director of national intelligence, clayton is a former top federal prosecutor in new York.
[19:44] Andrew scrutiny during his confirmation hearing for declining to directly say that Joe Biden won the 2020 election, and that is your boomberg brief.
[19:45] 🎼Vonnie thank you, thanks for the update more from Vonnie 30 minutes from now up next on a program, a hike versus a hold.
[19:45] Ring out july and honestly neither really is a live meeting the risk that we do get a surprise is much, much higher i've got on hold for the rest.
[19:45] year I have to say it's not high next we catch over the former Kansasas City F president Esther George live from New York City you're watching glberg TV.
[19:46] In case you missed.
[19:46] On Blueberg surveillance the relax row, which is an economy is I think one of the coolest things we've done in a long time, a blocked middle Sea.
[19:46] And coach is just another example, Scott, have you had that idea for a long time in fairness Air New Zealand, this one that came up with it and I've wanted to do it ever since they did it.
[19:46] 🎼Of all the stuff we've done, I personally think it is one of the coolest things we've done I love the idea to relax through when I was a teenager.
[19:47] 🎼Young in my twenties0s flying, when I saw an empty row of three seats and the plane taken off, I'd never been more excited.
[19:47] And as soon as you got up to about 35,000 feet, I was on it trying to lie down and move the armrest to make this work I spent a number of trips.
[19:47] 🎼I was young and nine doing the same thing one you're the saying you spot those three seats that mine and you see someone outside and get up and got a chance.
[19:47] I been with my younger son, don't miss Bloomberg surveillance live every weekday.
[19:47] 🎼Technology is embedded in every aspect of our lives and that revolution is playing out in real time.
[19:47] 🎼From finance to defense tech, AI to entertainment from the road to the stars Loomberg is bringing you the story.
[19:47] 🎼Of companies and people that are pushing tech to new frontiers and the politics reshaping global tech markets.
[19:47] 🎼I'm Ed Lodlow live in San Francisco and this is Bloomberg Tech every weekday only on Bloomberg Tele.😊
[19:48] 🎼From the world of politics to the world of business, Joe Matthew and Ka lines deliver news insight and analysis.
[19:48] Live two times a day, every trading day, balance of power at one and5 Eastern only on Bomberg.
[19:48] Bringing you the latest business news wherever and whenever it happens, I'm scarcarlet Food reporting from america's biggest military shipyard.
[19:48] Ms. Bloomberg.
[19:48] 🎼Stocks are positive up by 2 tenth0 to 1% on the S&P.
[19:48] 🎼Some real event at risk on the horizon, you'll hear from the Federal Reserve later on this afternoon and you'll hear from Meta and Microsoft and Nasdaq into that upper quarter.
[19:48] 🎼Of1% in the bond market ahead of that Federal Reserve decision twos anchored around 430 year tie by two basis points under Savannus this morning.
[19:49] VThe market's not ruling out july and honestly neither are away he needs to do something.
[19:49] I think three rate hikes is the way to start really is a live meeting the risk that we do get a surprise is much, much higher least.
[19:49] if washsh keeps rates on hold, i've got to on hold for the rest of the year, but I have to say it's not high so here's the latest this morning.
[19:49] Of a surprise hike looming over today's decision, the former kansas City F president Esther George expecting the F to stay on hold writing.
[19:49] The outcome of the committee's family fight could well conclude that the call at June inflation numbers allow them to.
[19:49] Join us now for more Esther warm welcome back to the program we're in a whole new world this is different, typically post GFC, we're guided into the decision we already know.😊
[19:49] The outcome will be what do you make of that change that we actually have just a little bit of two way risk So I think it's a good move.
[19:49] In the sense of not trying to forecast and lay the groundwork for upcoming moves, think.
[19:50] The market doing this work is probably an important development here, and at the same time, while you're going to stop short.
[19:50] Giving forward guidance, I think it's always helpful to be clear about what you are looking for so today I think will be important to listen.
[19:50] To what is the rationale, how is the committee thinking about the current state of the economy Ether if you were in the family?
[19:50] FightRight now today and heading into tomorrow, what would you be screaming about, What would you be sort of arguing for?
[19:50] Well, Lisa, I've been concerned for some time about the duration of elevated inflation in the.
[19:50] Economy and yes, we've had a number of one offs, as we call them coming hitting the economy.
[19:50] is underlying inflation has remained well above the fed's target, and so my own sense is the cuts.
[19:51] Last year really eased in something that was still a problem in terms of inflation, so I would continue.
[19:51] And am continued to be concerned about elevated inflation Do you think that it would be appropriate for a number of dissents?
[19:51] Do you think that would be healthy or does that indicate that maybe Kevine wsh is losing clutch over the body?
[19:51] Well i'm not concerned that there'll be too many dissents you know, the fed chairman is going to make sure I think that.
[19:51] He has a direction, his his particular leaning on this is going to carry the day so yes expect.
[19:51] There are dissents, I wouldn't be concerned about that, we've heard those in some sense already being communicated public.
[19:51] About how people feel about inflation so i'm not terribly concerned that he will be outnumbered in terms of.
[19:51] A direction today the characteristics we're seeing in this kind of oil price spike, is this something that the Federal reserveserve could look through?
[19:52] Well, they have been looking through it more or less, but we know that the oil price shock is a salient price.
[19:52] It can feed into other things, and so while this has been moving around again, we haven't seen clear direction.
[19:52] That we are getting an underlying disinflationary trend, yes, we had cooler numbers in June and think.
[19:52] That causes the committee then to really weigh more carefully, what might the trend be, what is the direction going to be?
[19:52] And how much of that is influenced by oil right now we are seeing some companies come out bank kiser apparently coming on saying because of the move.
[19:52] They're going to have to put some of that into their products is that the time then where you would see the federal reserves start to really take notice?
[19:52] Of what's going on in the oil market Well, it is a factor that I think has been present for some time.
[19:53] And that is trying to understand the pricing power that is associated with any one of these particular shock.
[19:53] And I do think that is always the risk that it broadens out the Fed has been able to rely on anchored inflation.
[19:53] ExpectationsBut that is always a risk. how much time can pass before there begins to be.
[19:53] Questions about the fed's commitment and so that is always the tension here, how much time can you buy and keep an inflation expectation?
[19:53] as these various factors are unfolding Ether instead of throwing bread rolls today then would you descend?
[19:53] Well, I wouldn't want to prejudge what information is coming out at that table because you always learn something.
[19:53] Up until the time that you are voting on that interest rate, I have been concerned I probably would put myself in the camp.
[19:53] Of thinking action is needed that rates have not been restrictive as described in the past.
[19:54] My leaning is to say inflation remains a problem and the one instrument the Fed has to attack that is really.
[19:54] It's Fed always good to see you thank you you were never the kind to throw bread rolls, always welcoming right always wonderful.😊
[19:54] I kansas city F president as the George there on this Federal Re that said an expression I imagine as a trick for her, I'm sure she would look down and shake her head.
[19:54] It's going to be a pretty robust discussion on the Federal Reserve on the FOMC right now, because on one hand, you could argue they've had.
[19:54] Inflation above a certain level for a very long time. On the other hand, you could argue that a lot of these are one time shocks and that some of the declines in the volatility.
[19:54] That you're seeing in the tech sector are doing the work for them, that you're seeing some tightening in the policy rate I don't know how much we're going to get clarity.
[19:54] Today, even with a press conference, there is dissent in the ranks and in that news conference, Cheman found it difficult to reflect the concerns.
[19:55] Of a divided committee.It's a hard task to do. Think that Kevin Was might be even more difficult. What I heard from Claud.
[19:55] Elier on this morning was to look for the statement, look for the statement because that's just about what they do agree on and what they agree on right nowt.
[19:55] A lot of text last time around, I don't anticipate it will be a lot of text this time around, I'll be going right to the bottom of that statement at 2pm Eastern time to look for the descent.😊
[19:55] Surprised if Beth Hamockck's name's not there, given that going into the blackout period, we had that statement from her on LinkedIn. and then I'm waiting for later.
[19:55] I don't mean 230 for the news conference. I don't mean later on that day. I mean the next several days once the quiet period ends and they come out.
[19:55] That's what they really think, because we've said repeatedly on this program. Kevin Walsh, I think honorably is trying to take this Federal Reserve into a new era.
[19:55] 🎼Lucctance to provide guidance just opens the door for other people to fill the gap and basically all you're doing right now is outsourcing guidance to everybody else.
[19:55] And this could be messy for some time to come I think it's going to be 125 words I think it was 171 words we word guesses I later.
[19:56] 🎼definitely about right, come up with a number, we'll play some bes about now It's how she got something running on that I don't know.
[19:56] third Arab of Binberg surveillance up next.
[19:56] At any point in your tennis career, did you say I've had enough and I'm just going to retire.
[19:56] At the top you ever worry about that problem staying too long It's a great question and it's one that I think every athlete finds a different answer to.
[19:56] Mine came a little bit later than when I would have liked, I think like stubbornness was a great quality that.
[19:56] Shaped a lot of my victories, but in the end of my career I think it became a flaw because I was so stubborn to.
[19:56] Get healthy for my shoulder to recover I was also at an age where just my body didn't recover as quickly.
[19:57] Y two that stubborn has got in a way of other great things in my life what would you say is the thing you're most proud of having done as a tennis fire winningm.
[19:57] And what was the highlight of your tennis career I'd say consistency, I think consistency is you can have results.
[19:57] And they could come at different various times in your career, but I was consistent for many years.
[19:57] 🎼You have to show up, you don't just show up to play first round of the finals, but you have to show up for press conferences after before every match.
[19:57] 🎼TournamentAnd just the consistency and the mental wear and tear of showing up week, week out. So I felt like I consistently.
[19:57] Show up for my team, for my sponsors, as I look back, I'm proud of that.
[19:57] 🎼The global economic playbook is being rewritten and the levers of power are moving in real time.
[19:57] 🎼where the action isI'm Ha Linda A in Singapore. I'm in Mumb to.
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[19:58] Look at the more successful economies in the region, the key to their success.
[19:58] I continuity, but the way our Constitution is written, it actually encourages a lot of continuity.
[19:58] That's a problem. The terms for local government is three years when I first became a congressman, It takes you a few months to.
[19:58] Learn the business and to make your connections to network, etc cetera if, for example, you are not particularly favored.
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