彭博直播提到英飞凌AI电源芯片需求带动收入指引，但核心信息已被财报报道消化

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-05 16:30–17:00(Asia/Shanghai),共 158 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 ---
[16:30] Continue our strategy and expand our assets into cardiovascular.
[16:30] We have early assets. We have some also still late stage assets, and it's an area that's very.
[16:30] Stgic for us to strengthen and develop further on, despite the setback with Zeus trial.
[16:30] So secret that the price of the higher dosage are higher, so that of course, improves the profitability even.
[16:31] The profitabilityfiability of the pill is decent and will continue to get better if that was not the case, we would not be launching the product in.
[16:31] More and more markets we have just announced, of course, that we will continue.
[16:31] Seeing the top and the bottom line of the pill performance.
[16:31] Mike Dustar, thank you so much for your time and conversation today that was the nova nordik chief traffic then it could cut off.
[16:32] way the stretches from the Swiss Alps to the North Sea, linking Switzerland, Germany fine disaster.
[16:32] It's pretty bad, I mean we saw in 2018 that is the last time that we were as of.
[16:33] ButSo I think that perhaps it's not going to be as bad as just very soon. but what if it doesn't?
[16:33] Well it doesn't rain soon and suddenly the forecast is not for maximum if the rains on.
[16:34] The river, but they need to carry a lot less cargo than before in normal circumstances they can carry 5000 tons right now.
[16:34] They're only carrying 800. That's having an impact. Everyone is using these new purchase.
[16:34] Or railway I' using more tracks, but bear in mind.
[16:34] For every bar that we cannot sail through the Rhine, we need 100 trucks. Wow, that's really quite impressive. the scale of it is actually.
[16:35] ly and have you ever talked to me about inventories because of what's happening in the oil markets and the Middle East?
[16:35] Cser to a deal, we've said that before, it hasn't really happened, and who knows what happens to your politics but how long does it take for some of these inventories to be replenished?
[16:35] Once the straight of her moodfully reopen, it will take a number of weeks and months in some cases to rebuild old aim.
[16:35] We may be rebuilding inventories all through 2027, but if the Seda Hs reopens.
[16:35] The oil flows we have seen in the past when the memorandum of understanding was reached about month and a half ago that a lot of oil will come into the market.
[16:35] The market probably will move into a surplus and that will over time rebuild inventories naturally so prices dont need.
[16:35] To stay high until the inventories are replenish, The prices could trend lower. And to be honest, if you look where the market is today.
[16:35] Around $80 a barrel, WTI, around $75 a barrel about.
[16:36] will say on the high end of what I will call a normal price. the global economy has had that in the past with no problem whatsoever.
[16:36] most surprising right we went into the war with a lot of the famous analysts saying like this is going to be a crunch.
[16:36] Stop flying maybe in august because of concerns of jet fuel as well like is it because the economy has absorbed it much better or how do you?
[16:36] You know, like prices have been high but not through the roof like certain people expected I think that there have been several elements, one is that we still look.
[16:36] Oil shocks through the lens of 197374, and the global economy has changed a lot since then. But on this particular one.
[16:36] The strategic petroleum reserves very early on the crisis in previous crisis of supply we have waited months you look at 191999.
[16:36] One, we took six months to release the SPR after Saldam hussein in be kbe here we took action within 10 days.
[16:37] Of the war starting that was very important. The other two important measures is that there were some bypass capacity around the street of H.
[16:37] Be a pipeline that was used. A lot of oil was leaking through the stra of Hs going dark in tankers and the.
[16:37] Important factor, I think, is that China surpriseded us taking a huge step back from the market China used to buy before the war around.
[16:37] 1 to 12 million a day of crude on the seaborn oil market by Ter boat in June, only5 and.
[16:37] Mill a day, a 50% reduction. and that China taking a step back has had a huge impact on the market.
[16:37] What China did is still a bit unclear how they are doing it, where there' is a combination of their own reserves, that the economy is more flexible, perhaps.😊
[16:37] Economic growth is lower than we thought therefore for the oil demand is not growing as much, there are a number of elements we don't really or at least.
[16:37] I don't really understand how chin did what they have done, but what is clear is that they took a massive step back from the market and when at.
[16:38] deal between the U and Iran what happens How many more inventories do we have, How much more we have some inventories to go.
[16:38] For loan, I mean, it depends on how much of the bypass are in use, how much leakage still occurs and crucially how much.
[16:38] il China needs to buy in the next few months. I do think that China can continue buying what they are buying what they were buying.
[16:38] lyAnd they are buying so far in Algos, which is significantly less that they were doing pre work, probably 30,35% less, not as.
[16:38] A deep contraction, as it was in June, but it' still a significant1. I think that they can do that for perhaps until the end of the year.
[16:38] We have inventories to go until the end of the year. But every day that the straight of hormones remains close, we are draining a big.
[16:38] InventoriesAnd at some point that needs to stop I mean, do you think this war will change how we think of energy security?
[16:39] EuropeOh yeah, I think that it will change how we think of energy security across the world, I think that is going to be a push for to.
[16:39] Relying more on your own energy for some countries, there's going to be a push for more renewables, because that's what they can do.
[16:39] At home, buy solar panels installed it and run it, for some countries it's going to be producing more oil in their own territories.
[16:39] Drill more and for sony it's going to be rely I am more on call, but there have also been a huge significant.
[16:39] To me, trade and diplomatic awakening in this crisis, if you look at the relationship.
[16:39] Between G7 members and the United States, Japan bought a third of his oil in June from the United States.
[16:39] From the United States, you have asked me that question 20 years ago and say, Japan will buy a third ofhi oil from the U.
[16:39] It will have things like science fiction. Europe is buying 60, 65% of his LNng from the United States and also.😊
[16:40] SoThe U is crucial energy supplier for allies in Europe and in Asia and also at a time.
[16:40] But Europe is concerned about the dominance of China in supply chains, as we have been discussing, if we are not.
[16:40] The $200 oil is, in part because what China has done. So at a time where Europe is trying to reduce reliance on China.
[16:40] We are realizing that actually de facto.
[16:40] Actually now but I still think it's very, very relevant the world for sale bloom has learned that Chanel's sales rose strongly in.
[16:40] The half of the year performing rivals including lVMH helped by strong demand for matte Bi's new collections now we're told comparable revenue.
[16:41] At the private company climbed about 16% with similar growth at the company's fashion division well let's get more from our bloomloberg luxury reporter.
[16:41] Agelina Rusquet, who's in Paris for us, so Angelina, first of all, what's driving sales growth?
[16:41] I mean, as you said, the results for Chanel in the first half were very strong overall.
[16:41] Revenue rose 16%, and that was actually the same at the fashion division. The fashion division is the biggest unit of Chanel. It generates about 6.
[16:41] Percent of sales and basically Chanel enjoyed the benefits of the new creations by.
[16:41] The new designer Mecho Blaie, he was appointed in December 2024, he made his first collectionsveed.
[16:41] Eions last year and they were commercialized from March this year. and actually, they've proven to be very popular with.
[16:41] With customers in an otherwise relatively moreose market, so what's interesting is is.
[16:42] That Chanel saw really strong growth in all divisions. So it was the case for fashion, but it was so soft leather goods, but it was also.
[16:42] The case for watches and fine jewelry, that division grew by more than 30% and helped by you.
[16:42] Its like Cocoa Crush, but also the watch segment grew, which is a segment that has been struggling in the past couple of quarters.
[16:42] And otherwise beauty and perfume was also growing and when it comes to geographical breakdown.😊
[16:42] Regions grew including China, including the Middle East, but it was led by the US up more than 25%.
[16:42] In terms of the sectors or actually the items that are driving the most, how are shoes doing?
[16:42] As we saw, there's this list that's made by a company called L, which tracks all the hot products online.
[16:43] In the first quarter, Chanel was the hottest brand, and they cited in particular pumps that came out.
[16:43] That cost 1300 euros, but actually if you look at Chanel, I mean, the bags are doing relatively well.😊
[16:43] Chahannel was one of the brands that really increased massively prices in the post pandemic and recent.
[16:43] With the new collections, they introduce new bags that are in the price range that are considered to be slightly more affordable.😊
[16:43] Let's say below 10,000 euros a bag, but if you also look, I mean the fine jewelry.
[16:43] Vision did really well. And that's because customers are really keen to purchase products that they think are.
[16:43] Going to keep their value in the long term. And that's something we also saw at Richmon, the owner of Kay and Van Cliff in the last.
[16:43] Quarter overall sales rose more than by about 20%, and that's definitely.
[16:44] Something that we're seeing, it's the strength of what we call the hard luxury segment, basically jewelry.
[16:44] jewelryewelry and gold pieces that are very popular with consumers.
[16:44] so much for joining us attention our rescuesite there on the very latest from the luxury sector and Chanel in particular, now coming up, open AI and anthropic safety.
[16:44] Tests finds the models carrying out more so called unsanctioned actions will have the details next, and this is Bberg.
[16:45] Know how the market day started find out how it finishes public.
[16:45] 🎼To private markets from the micro to the macro covering retail, entertainment, the business of sports the supply chain.
[16:45] 🎼The US equity market as we drive to the closing be at4 PM a holistic approach to covering financial markets. if it matters to your life.
[16:46] We're covering it I'm Kaatiefeld and I'm romaine Bastic and this is the close every weekday from three to five.
[16:46] Contt changes everything making money isn't about drowning and emotions it's about understanding what's actually happening.
[16:46] 🎼Markets are the best way to glean signal from noise. and that is what we try to do every morning. This is Bberg surveillance.
[16:46] 🎼In case you missed it on Daybreak Your, we're talked going with the EU regulator on this though.
[16:46] As I told you, I interact a lot with Americanss and Chinese players and we see a Trump fighting for their companies all the time, we see the Chinese fighting for their companies all the time.
[16:46] 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.
[16:46] 🎼To have really big global tech leaders Europe life every week its.
[16:47] 🎼Jobs day and Bloomberg has the reports under surveillance like market backdrop still pretty decent take a look at wages take.
[16:47] 🎼At the jos data today and the quits rate, that's going to matter this Friday, Jonathan Lisa and marie and Mike will bring you crucial data.
[16:47] 🎼Expert analysis at terminal speed, the labor market seems okay. We don't see any wage pressurees in the economy building.
[16:47] 🎼One thing the July jobs report.
[16:47] Well, Infinion has forecast quarterly revenue chip demand.
[16:47] Incre bloomberg and eds asked.
[16:47] On the back of the record quarterta Q3 in terms of revenue, we are expecting.
[16:48] A steep, much stronger than seasonal final quarter. We expect a growth of 13%.
[16:48] Quart over quarter,19% year over year to 4.7 billion. And we expect on as a.
[16:48] Fol up of that, of course, a very strong follow through in the margin trend. So 400 basis points.
[16:48] Up to 23%. And that then, as you said, brings us to a full year guidance, which is.
[16:48] Especially in terms of the revenue, probably slightly have expectations. So I would summarize it as we are.
[16:48] Exiting this.
[16:49] In the automotive industry, and I'll come to that in just a moment, F, can I ask you about the power chips segments fast?
[16:49] important is the power chip segment to you and your growth story, you describe it this morning as the most important.😊
[16:49] A couple of months ago, I think very well, it is the biggest.
[16:49] Growth driver in the history perspective is giver.
[16:49] Take 10% of our group steep growth for us. It's powering AI from gridit to core, including the.
[16:49] Power infrastructure. And we have already given a guidance, which is pretty rare.
[16:50] So clearly in the real world.
[16:51] But as you were saying in your summary there, when they were tested by the UK's AI Security Institute, which is a government run agency.
[16:51] On another website or another company to approve this might be concerned, but we don't have to be massively alarmed.
[16:51] As i say, this happened during testing.
[16:52] They're not stealthy, they're actually quite out.
[16:53] If you're a company or a consumer that they're going to kind of do anything harmful to you if they're bad actors using them.
[16:53] State sponsored hacking or bad people well if it's a bad actor who wants to use.
[16:54] Model for hacking, they can't if it's mythos or a proprietary because it was stopping them, it thought they were trying to hack somebody to defend them.
[16:54] So if people are going to use these systems for hacking, they might use an open source tool, but even then I've been talking.
[16:54] People in cybersecurity who say that cyber criminals, ransomware criminals and gangs, they don't like necessarily using these tools because they hallucinate.
[16:54] They're not necessarily trustworthy, all the kinds of issues that we have sort of in offices and in professions.
[16:54] Seeing a lot of parallel concerns in the world of the dark web and cyber criminals, and i mean there are also in various situations, right?
[16:54] So will they change, do they patch up, Do they fix themselves as we get along So I think as these models.
[16:54] Become more capable the companies that make them are putting in very, very strict rules to stop them from being used for hacking.
[16:54] I think the bigger concern might be around open source models which don't necessarily have those kinds of safeguards in place and can be more easily.
[16:55] ipBut you do need if you're a cyber criminal and you want to use an open source model.
[16:55] Like 740 billion they're putting that towards ai capex just this year that's up 80% from last year.
[16:55] ing down numbers are so 10% I mean meta is it because they I mean should they go after AI.
[16:56] Or do they just stick to their team.
[16:56] Out.
[16:56] He is pinning his hopes on artificial intelligence laid out for the metaverse.
[16:56] Notwithstanding the facts as shares fell at the earnings, I mean that's because Microsoft can show an immediate profit.
[16:56] For their spend met small sort of hopes and plans Farmmi, thank you so much as always, so, so interesting Farmmi Olson from Bloomberg.
[16:56] Opininion up next, Bloomberg brief, and this is Bloomberg.
[16:56] 🎼Traing day is about to start and you're already looking for that edge opening trade brings you everything you need to know as markets open across you.
[16:57] 🎼I'm Guy Johnson, I'm Anna Edwards and I'm Tom Mcken. This is your opening trade only on Bberg.
[16:57] Now, some people have written that your bank re is worth seven.
[16:57] 🎼5 billionHave you ever thought of taking your organization public. Well the way I think about it, we kind of will be ready.
[16:57] Two years time, but that again depends on how good the market is since you don't have an IPO, how does people who work for you?
[16:57] Make some money you make a market for people to sell their shares internally Yeah, so we do secondaryaries every one or two years.
[16:57] People can sell certain portion of their stocks to excellent investors, so you've done secondary sales for your employees.
[16:57] Employees can then get some liquidity Do you expect before you go public, you'll do any more of those or you just want to wait to go public before you liquy any.
[16:57] 🎼More, I think so we might do second as well before we do IPO because we do it every one or two years so we might do.
[16:58] All right, well if anybody wants to sell their shares to me, let me know and have any investment bankers told you why they're the best to do the IPO for.
[16:58] Yeah, Ill just say every single one is the best everyone is the best you're not in a rush to do it, you don't need the money So we a bank and then the.
[16:58] I think it's super important to have trust and then public companies are trusted more compared to private companies, so that's the reason.
[16:58] Every weekday, Bloer put the spotlight on a different aspect of global finance flows, funds and the forces shaping markets on ETF.
[16:58] IQThe future of money with Bloberg crypto the players behind major transactions on Bloomberg deals rates.
[16:58] And the cost of capital on Bloomberg real yield and personal F, retirement and wealth management on Bloomberg money.
[16:59] Every weekday only on Bloer television.
[16:59] Ss global innovators join me for in depth conversations with the biggest newsmakers on the days.
[16:59] Stories In with Ha Linda on only on Bloomback.