FameEX 加密货币每日晨报新闻丨8月12日, 2024

币界网Publicado em 2024-08-12Última atualização em 2024-08-12

币界网报道:

美联储理事鲍曼:劳动力市场降温被夸大,应对降息保持谨慎

美联储理事鲍曼表示,劳动力市场的持续走强或导致通胀存在上行风险。她认为尽管五月和六月在降低通胀方面取得了一些进展,但通胀仍高于目标,因此,她可能不准备在九月份美国央行官员的会议上支持降息。

摩根大通首席执行官杰米・戴蒙:美国经济衰退的可能性可能高达 65%

摩根大通首席执行官杰米・戴蒙表示,美国有可能会陷入经济衰退,“软着陆”的可能性只有 35% 至 40%。他强调说市场面临着持续不确定性,并指出地缘政治、住房、赤字、支出、量化紧缩和即将举行的选举等因素都会引起市场恐慌。

五家科技巨头企业进军元宇宙设备领域

据报道,市值排名前列的五家科技巨头企业(苹果、谷歌、Meta、微软和英伟达)正在研发 Metaverse 设备。这些设备主要是为元宇宙领域提供基础设备设施,例如微软计划在 2026 年向三星订购 OLED 面板,该设备将是一款用于空间计算的耳机。

日本央行加息,引发市场震荡

上周,受日本央行上调政策利率以及美国经济数据弱于预期等因素影响,导致日本证券和外汇市场大幅波动。此前,日本央行行长上田一夫表示,日本加息不会对经济产生重大负面影响。

香港将在未来 18 个月内加强数字资产监管

8 月 11 日,香港立法会议员 David Chiu 宣布计划在未来 18 个月内加强数字资产监管计划,旨在将香港打造为全球金融科技中心。该计划包括吸引全球科技人才、建设新基础设施以及建立健全的立法监督体系。

非洲联盟批准成员国采用“非洲大陆人工智能战略”

非洲联盟执行理事会批准了“大陆人工智能战略”,该战略旨在推动包括尼日利亚在内的成员国采用人工智能。 该认可战略概述了几项关键建议,例如创建专为人工智能和机器学习工作负载设计的集成硬件和软件环境,以增强公共和私营部门的数据处理和部署。

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Research Report Analysis: Is Intel Making a Comeback with Apple? Bernstein's Calculations Show the Right Direction, but the Price Is Already Overvalued

Bernstein analyst Stacy A. Rasgon published a report on June 18 regarding Intel, assessing the potential impact of recent political support for a US-based PC chip design and manufacturing collaboration between Apple and Intel. The report views this as a significant signal for the foundry landscape shift but concludes the initial financial contribution would be minimal. Key conclusions: 1) An Apple deal is seen as a small-scale "proof of concept." Even if Intel wins 40% of Apple's premium notebook chip orders (~5 million units/year), Bernstein estimates it would generate only about $500M in annual revenue and ~$0.03 EPS, negligible against Intel's ~$55B revenue. 2) Political encouragement is not equivalent to enforceable mandates. Winning orders ultimately depends on Intel demonstrating competitive technology (like its 18A node), cost, and reliable supply. 3) The path from validation to large-scale production involves significant challenges, capital investment, and time. Due to these uncertainties, Bernstein maintains a Market-Perform (Hold) rating with a $100 price target, implying potential downside from the ~$121.10 price at the report date. The analysis highlights the tension between near-term validation value—serving as a crucial trust signal for Intel's foundry ambitions and US supply chain resilience—and the long-term opportunity to attract larger cloud and AI chip customers. The investment thesis hinges on successful 18A execution and sustained policy support, not on immediate financial gains from Apple.

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27-Year Reign Ends: SK Hynix Market Cap Surpasses Samsung for First Time, an AI-Driven Reshuffle of Korean Chip Power

On June 22, 2026, SK Hynix made history by surpassing Samsung Electronics in market capitalization, ending Samsung's 27-year reign as South Korea's most valuable company. This dramatic reversal is powered by the AI boom and SK Hynix's dominant position in High Bandwidth Memory (HBM), a critical component for AI model training. Once a heavily indebted firm on the brink of bankruptcy, SK Hynix bet early on HBM, which has evolved from a niche product to essential AI infrastructure. It now commands a 59% share of the global HBM market. Its financial performance is staggering, with Q1 2026 net profit soaring nearly fourfold year-over-year to KRW 40.35 trillion, translating to over 2 billion RMB in daily net profit. HBM now drives roughly 40% of its revenue with exceptionally high margins. In contrast, Samsung, with its broad portfolio spanning memory chips, smartphones, and foundry services, has lagged in the HBM race while facing headwinds in other divisions. This shift signifies a deeper restructuring of South Korea's economy, moving from consumer electronics to AI-driven growth. However, the future remains competitive. With major capacity expansions planned industry-wide by 2028 and Samsung aiming to catch up in HBM technology, the new market leader cannot afford complacency. This event marks a pivotal moment in the global semiconductor industry's ongoing power realignment.

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