彭博直播称DeepSeek计划在内蒙古建设约1GW级AI数据中心

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-31 18:30–19:00(Asia/Shanghai),共 172 段
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[18:30] TheyG great, they're gotten better, and all of a sudden, and the real lesson here for the hedge fund industry, and Dan Green House was talking about he's absolutely right. I can do that job.😊
[18:30] A lot of people struggle to do that job, and this is an example of struggling to do that job, even though you've got for the year so far for the bulk of the year.😊
[18:30] The right trade on, your long hardware, your short software, but you added too much leverage and the trade started to go against you, and things have turned really quickly.
[18:30] Spice of what a month that's not much time at all so I couldn't do it either i'm here, I mean, honestly, these people are billionaires.
[18:30] And do very well because they are incredibly talented at doing this. It's a perfect analog to this moment, the idea of a 24 year old idea.
[18:30] effectiveff altruism, a believer coming out, having this gorgeous view and then having sort of a grizzled.
[18:30] in the market, be able to come out and be like, this is my turf, no, try again. I'm not betting against the guy the24 year old.
[18:30] No not at all, imagine he's still got a great future, he's going to take some big bets and he's going to keep swingking and I have no doubt about that sometimes the people who fail the biggest are the ones who succeed the most.
[18:31] Yeah, and I think there's some lessons learned from a lot of pain over the years for Ken Griffin and Citadel We turn back to warning, let's talk about it Apple falling at the premarket as supply.😊
[18:31] Shorts cloud the company's forecast Tom 40 of Maxim Group maintaining a buy rating on the stock with a price target of 350 writing while the company appears to be managed.
[18:31] The situation admirably it looks like memory inflation is starting to impact margins Tom joins us now for more Tom welcome to the program.
[18:31] Is that another way of saying we've reached the limits of consumer price tolerance and that they can't put up prices anymore?
[18:31] And so Apple did talk about its willingness to raise price to combat inflation, especially in the cost of memory.
[18:31] And I think that the good news is that the company does have the ability to raise price, I think really what happened here.
[18:31] Is that to put it about as positively as we can for two third of their sales.
[18:32] IPhs, Mac, iPads, demand far exceeded supply and even.
[18:32] With Tim Cook's strength and supply chain, he was not able to manage this.
[18:32] DedAnd now we've got to a point where their inventory needs to be refreshed atu.
[18:32] ally higher component costs. And that's what I think you're seeing in the margin outlook for the September.
[18:32] And then when you couple in that 250 basis point drag from unfavorable Fx, that's what you see.
[18:32] In the weak sales guidance for the September quarter, Tom, given you believe they retain pricing power, the question I'm trying to ask is, how concerned should I be over the?
[18:32] Long term about margins so long as they retain that pricing power. Yeah, you should not. So I think that the again.
[18:32] I think what we're seeing here is the hyperscalers leading a massive round of cap.
[18:33] Which is contributing to supply shortages and inflation and component costs.
[18:33] Resolve itself over time. Apple is still amazing at managing the supply chain. and I would say that this is a.
[18:33] short term issue, but in this case, short term could be 12 to 18 months, butll eventually take care of itself Tim Cook talked about the memory.
[18:33] Cost issue as a 100 year flood in their inability to prepare for it, the idea that nobody can really prepare for it. I just wonder, though, how concerning.
[18:33] s that you saw underperformance in the china business, considering that that was one area of substantial growth going forward.
[18:33] Perance yes, to the extent that they had growth that was in line with expectations. Lisa, I think what we're seeing, though, is that Tim is.
[18:33] ing off a successful China business to John Turnus to the extent that you now have had three consecutive quarters of.
[18:34] 15 to 20% top line growth, and prior to that you had about three years of underperformance and the company is working on.
[18:34] I do think this is going to take some time getting that enhanced Siri approved by China regulators.
[18:34] Directionally, he's handing off a strong China business to his successor, John Turns, who takes over on September 1st to be.
[18:34] Product of Apple in, say five years, the John Turnus Apple going forward, is it still going to be the iPhone. Is it going to be glasses?
[18:34] Is it going to be the watch is there some other device that's going to go in our heads that we aren't aware of yet on a percent of sales basis?
[18:34] The iPhone certainly seems like that'll be the one I like your implanted product, I don't know if we're ready to have even an Apple product.
[18:34] directlyirectly implanted into our brains. But I do think that you also hit on what I would call the low hanging fruit.
[18:34] Isipate that they'll come out with smart glasses. as you know, Jonathan, at least I'm wearing my Amazon echo frames right now, Med has done very well.
[18:35] In that category, and I think that's an opportunity, foldable iPhones, I think is another form factor that makes a lot of sense.
[18:35] But I am hopeful and will' be closely watching if John Turnus can mimic Steve Jobs.
[18:35] Or channel his inter Steve Jobs and come up with that device that we don't know about yet or haven't really thought about.
[18:35] It'll be your next great consumer electronics device. And that's something I'll be monitoringing closely. Tell me, in the meantime, what are your thoughts about how we pay for that device if.
[18:35] To say a telecom communications company in this country, you can walk into an AT&T of Verizon and they'll give a good deal, in some cases they'll just give it the phone.
[18:35] You won't really be able to identify how much you've paid for that unit. What about the lease program, What does it mean for the outlook for unit sales growth.
[18:35] The lease program and Jonathan really, it's already a lease program in some regards to the extent that you have consumers as you pointed out.
[18:36] Either getting very significant subsidies for their carrier or already paying essentially monthly a monthly bill.
[18:36] In this case, to their carrier, to have an iPhone for an extended period of time with the expectation.
[18:36] That they're trading in that iPhone for the next generation1. So I'd say they almost have like a de facto lease program. The difference, I think that.
[18:36] I learned yesterday is at this point in time, it's only in the US, and this point in time, it's only through the retail channel, meaning the Apple Store.
[18:36] So maybe to the extent that this drives incremental revenue iPhone sales through the Apple stores.
[18:36] That could be incrementally beneficial, but I would say that they've had a de facto lease program in place for some time that makes sense pretty it.
[18:36] Thank you, sir Tom Foley there of a Maxim group on Apple that stock is down this morning by some 7% of the premarket, it was a big time into this largely because it.😊
[18:36] Was't a hyperscaler. And now you start to think about the growth. He says you shouldn't worry about the margins. They've still got price power will work through. What does he call it a one.
[18:37] Yeah 100 year flood in terms of just the memory cost issues, you raise a great question though, about leasing because you don't notice.
[18:37] Paying $200,$300 more if you're leasing something and a lot of people who have the ability to pay and aren't paycheck to paycheck are fine with that, especially for a luxury.
[18:37] Devicice, and that's one way to lift margins and keep them there Not new though, it's been a story for a long time at that company later to Tom's point, and that's like this morning up by 1.2%.
[18:37] On the NASTAT 100 with an update on news worldwide with your Bberg brief,onnie Quinn has more, heynie, hey John thank you exon reporting second quarter earnings.😊
[18:37] Just missed analyst estimates, the company saying it had the highest upstream production more than two decades, excluding the Middle East disruptions.
[18:37] China's deep seek is planning a massive AI data center in inner Mongolia, sources telling us here at Bberg the facility will add1 gigawatt worth of.
[18:37] DeepS is pushing to bring at least part of its data center's capacity online by the next year or early 2028.
[18:38] Tesla reportedly considering the sale of its China unit, the Wall Street Journal is reporting Ellon Musk is weighing that sale ahead of a.
[18:38] SpX merger Musk saying on X though that the report is fake news while a company representative called it false information.
[18:38] 🎼And that is your John right before it I'm tracking that reporting and of course the company's reaction to it as well.😊
[18:38] 🎼Just logically taking a step back, whatever you believe is and isn't happening right now, let's just take what they're saying as sort of the basic case assumption, test this right.
[18:38] 🎼into that statement, okay but doesn't it makes sense intuitively that that is what you would do if that's what you wanted to do down the road if you want to have a company that's integral,
[18:38] And artificialific intelligence, as well as telecommunications and all things satellites, you probably want to isolate it from china as much as possible especially.
[18:38] S business is so integral to the Chineseese ecosystem of electric vehicles just of that is going to be very difficult to.
[18:38] 🎼I'm sure next on the program we'll talk about Japan propping up the Japanese y Japanese y seem very undervalued.
[18:39] It turns to very cheap, the economy' is doing well at a point that the market will realize the y is undervalued and should strengthen.
[18:39] 🎼Why is it in America's interest to support the Japanese yeten I'll have that conversation next Terry Weismman of Macquarie, live from New York City you're watching Bloom.
[18:39] Fance.
[18:40] In case you missed it on Bloomberg crypto, we've just launched the first regulated Perpetual Fus product here.
[18:40] In the United States and the interest has been pretty astronomical, we like to get things right with our regulators at the CFTC on products before we.
[18:40] I think there's a lot of both retail and institutional interest in perpetual futures, and we're likely to see that continue to grow.
[18:41] 🎼Between legitimate informed trading versus insider trading. And we know there's also talks with Congress like, are you going to ban people who may have?
[18:41] ledge that the public not know so we prohibit members of Congress from trading on our platform. US law already prohibits.
[18:41] Of the U. government from insider trading on information that they have, it has been exciting to watch Congress explore legislating in this space and we're largely supported.
[18:41] Of legislative efforts to target those contracts where they may have insider information and we do that work on the exchange to prohibit and detect that.
[18:41] Don't miss bloomlobergpto live Tuesday is embedded in every aspect of our lives.
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[18:42] So.
[18:42] B said into the weekend, the bounce continues adding to yesterday's gains futures higher by 0.5% on the S&P will ra it up on the Nasdaq up by one.
[18:42] 🎼In the bond markets, tens and 30s, things have settled down twos unchanged around 4251s around 467.
[18:43] 🎼round 520 under savannas this morning propping up the Japanese yen Japanese yen.
[18:43] Undervalue to me, the currency is very cheap, the economy is doing well, the prime minister is very popular and enacting very strong policy.
[18:43] And I think we are going to see the fundamentals come through and at a point that the market will realize the.
[18:43] value so here's the latest this morning, the Bank of Japan keeping rates on hold after reportedly intervening in the Fx market Trump administration.
[18:43] To support the YA market participant tanni us here at bloomberg, U.. officials conducted a rate check ahead of the Bj's rate decision.
[18:43] Terry Weisman of Mc joins us now for more Terry, good morning and good to see you. Good morning Can we start here Why is it in America's interest to support Japan as they face this.😊
[18:43] Problem, I won't say crisis but certainly growing problem. Yeah, I mean this is a great question. you would think that a market oriented.
[18:44] White House a market oriented government would let the market settle where it wants exchange rates to be, but this is not the White House.
[18:44] HouseThat we have been dealing with for the last year and a half. This is a White House that sees, I think, to some extent, conspiracies around the.
[18:44] And when it sees a foreign currency depreciating a lot, it feels that the United States is being slighted our manufacturers are being slighted.
[18:44] We've seen that with China, we've seen it with Korea in the past and the comments the White House has made.
[18:44] White house has.
[18:44] Their interest in mind to some extent, for political reasons, mind you, and it has to demonstrate that it's not going to let competitiveness in the USS erode.
[18:44] Indefinitely, so that's the interest that the U I think has, it's political, it's domestic, but it's an interest nonetheless Japan has a solution.
[18:44] We were talking about it The BJ and hike. the Bj chose not to. I'm trying to understand why they keep choosing not to. Yeah, Well, first of all, the hikes that they've done in the past.
[18:45] Years have not really helped the yen situation. Let's keep that in mind. They have been hiking, and yet the market has been speculating against the yen, against the yen.
[18:45] Against the yen for the last two years to the point that we got to dollar yen at 165. So you could say, yes, they could have hiked as a solution to this.
[18:45] But it's not clear that that would have helped by itself. I think the proper solution here might have released least the solution they fell upon.
[18:45] Was to have them off, the Ministry of Fance do the intervention and then have the BOJ come out, not hike, because I think that would have been too much of a shock to the market rum.
[18:45] There are too many traders out there who are short the yen and using that short position to finance other currencies and would have caused a lot of volatility by a sudden unwinding.
[18:45] Sck on wind of those positions, but to at least prepare the market for a hike that's coming, I think this is proper. So we used to think.
[18:45] Back a month, the market thought that the BoJ was going to hike in December, and then there was rumors in last week and a half that said they were going to accelerate that hike.
[18:46] started to think it was going to be October now it seems like it's going to be September and the emergency, if there is one, is that the dollar yen press.
[18:46] To 165 importers in Japan were getting hurt, Takaihi's popularity ratings were falling over the last six weeks.
[18:46] In part because of the cost of living issue in Japan, which had been highlighted by the press, and at that point the off, which is an arm of the government decided it needed to do.
[18:46] SomethingMaybe this is a step too far, but I'm wondering if there's a bigger takeaway from some of the central bank events this week and that is that a lot of the.
[18:46] Central bankers are leaning on the long end to do the work, and they seem deeply reluctant to make a move on the front end as quickly as some people are suggesting might.
[18:46] necessary and allowing yields maybe to go where they naturally would otherwise go, what do you make of this.
[18:46] ate in the market as to how to interpret the backup and yields at the long end, not everyone believes that it has something to do with long term inflation expectations, a lot of people.
[18:46] They believe that it has to do with the fact that governments around the world, government borrowers, sovereign borrowers have just a lot of debt and it's long.
[18:47] It's way about time that we started to price that in properly and the market is driving yields higher to reflect that sovereign credit.
[18:47] That debt's sustainability issue. There's another view out there that really talks about inflation as the problem and the fact that the central banks have.
[18:47] Not been quick enough to address the inflation issue. I think that is that probably is more the issue in the Us than it is in Japan. Of course we.
[18:47] Have a Federal Reserve that has not in the past week gotten around to signaling strongly that it wants to address that inflation issue. And as a result, you saw yields.
[18:47] Back up further on Wednesday. That's a problem, too. But at the core of the issue is this debate, our long yields going.
[18:47] up because of government debt or are they going up because inflation expectations over the long term have been going up. And where do you stand on that, very well be a combination.
[18:47] Both we don't have to fall on one side or the issue and it may be country specific in the U.S you don't see inflation break even rising that much.
[18:48] You do see survey based inflation going up, and the Fed has cited that as well, and certainly a lot of people at the Fed have cited that, I would say that in the U..
[18:48] sClearly more of an inflation issue than it is a debt issue or a debt sustainability issue in Japan, it might be more of a debt sustainability issue.
[18:48] Mo review What was your review of the news terrible Oh absolutely terrible. I mean, we were giggling on the desk Yeah, absolutely we did not.
[18:48] I certainly did not hold back in the notes that I read that made it so terrible. Look there were three potential reasons for.
[18:48] Why it went as badly as it did, I'll review them really quickly here of them is that.
[18:48] AndW is really a dove at heart, I mean, he's a structural dub. he got the job for that reason, and all of this is just a veiled way of delay.
[18:48] Delaying and delaying the rate hike, And the way you do it is you just talk and talk and talk until you exasperate everyone or get them.
[18:48] Confused enough so that maybe they don't pressure you the hike that has not worked that well with respect to the other members of the committee. They have come and coming.
[18:49] Out before the blackout period and basicallys telling you that it's time to hike. And you saw that with respect of disscent. The second theory is that he's just over intellectuallect.
[18:49] the whole thing Sometimes let's admit too much brain power is counterproductive. right, It just is.
[18:49] But the problem, of course, is that this is the Federal Reserve, and the Federal Reserve has to confront crises from time to time, not just high inflation. You don't want Hamlet it.
[18:49] At the head of the Fed, when there's a crisis,, but this is a second theory that there's just too much brain power at work here.
[18:49] The third theory is he just doesn't trust anyone, And that's revealed by the fact that he needs these task forces to tell him what the inflation frame.
[18:49] Should be and how the Fed should address it. My view is what the heck are all those 200 economists doing on the staff of the Fed. What is the FOMc.
[18:49] Supposed to do aren't they your task force and this lack of trust was revealed, I think, in the presser the other day because he said,
[18:50] When he was asked about who was on this task force, he said, these are people I've known for a long time. Well, does that mean.
[18:50] y friends and what's the point, I mean, isn't the task force supposed to be independent, isn't it supposed to give you an objective opinion, I would have rather heard.
[18:50] And say, these are not my friends. These are people I've never heard of. right That makes more sense. We should as stand here nothing. anyway, those are my three things.
[18:50] I tend to fall along the view that he's a structural dove and this is the reason why this has happened Terry appreciate it my pleasure thank you Terryman.
[18:50] 🎼F Mcquary, up next on a program Victoria Fernandez Crossmark, the Le Sing of PJ, L C, over Lance Bernstein and the Aries CEO, Mike Ardot.
[18:50] Next week on Leaders with Me.
[18:50] F Laqua, I speak with investor and entrepreneur Amanda Staveley on the boldest deal of her career.
[18:50] 🎼That from NewcastIt was the toughest decision I've made, it was so hard and shes looking.
[18:51] nextI want challengeSo tune into the podcast version of leaders with Franine Laqua.
[18:51] On Bloomberg television or wherever you get your podcasts, Do you mind being called an ideologicalnatic or a of left wingnu?
[18:51] You know, i've been called worse things than that.
[18:51] You think she owned the place 23 and me, I think is so incredibly valuable.
[18:51] Back have that kind of detective story feel to it, you know, when you're hot on the trail of something, you know that it's very exciting.
[18:51] What magazines were you reading as a kid I don't think I was reading magazines until I was in them You are on the cover of all of these.
[18:51] And there's many, many more, but we dont have time Why should people trust you I don't think anybody should trust any company or entity.
[18:52] Comp with any of this it's very uncomfortable Art intelligence is this force that is far bigger than we are.
[18:52] I want to build better businesses around these brands The shock will never wear off.
[18:52] You're brother and sister running one of the most powerful companies in the world when you argue who wins no one.
[18:52] The way I could see AI being banned or blocked is if something really went wrong, and if something really went wrong, then maybe it deserves to be.
[18:52] So is it paradise ahead or Gatica, maybe somewhere in the middle?
[18:52] In case you missed it.
[18:52] we've ask can this really continue at this rate what we see data as a consumer sosp?
[18:52] Sp in a America that means economy is okay and that probably means the rest of the markets and the construct and the final demand there what?
[18:53] They could potentially sty me some of the pipeline people are borrowring because they see opportunity what it's equipment of buying, what it's hiring, what it's building a plant whether it's.
[18:53] Inventory buildup don Bberg surveillance live every weekday welcome to bloomloberg this weekend I'm da I'm Lisa I'm chris.
[18:53] ffiti we're tracking breaking news today from wall street to washington let's start overee bloomberg this weekend bringing a little bloomberg into your weekend.
[18:53] 🎼Routine what listen stream. I'm David Weston join me each week on Wall Street Week for stories of capitalism.
[18:53] This week, Harvard's Jason Furman on the Fed decision, the European Union moves to reform its merger regulation, but will it get the tech industry going.
[18:53] Johnson& Johnson gets into the robotic surgery business a bit late, but with what it thinks is a better mousetrap, and what are all those think tanks?
[18:53] DoWe don't go up to capitol hill we don't tell the government what it should do Wall Street week more than what you need to know it'.
[18:54] Need to think about.