財經閱讀 19/4

近日幾篇抓眼晴的報導和文章,閱讀時間大概30分鐘:

(斜體為報導文章內容)

5G:中國 vs. 美國

How US went from telecoms leader to 5G also-ran without challenger to China’s Huawei (April 2, 2019)

哩篇好有閱讀價值,講述美國電訊業的發展興衰。

Experts and former US telecoms employees point to the confluence of several factors that ultimately led to the downfall of the industry, including its deregulation in 1996 and the lack of national mobile standards.

“I look back on it with sadness, that we had these great, large manufacturers and now I can’t even find them on the map,” said Lauria, the telecoms analyst who had worked for AT&T. “It’s sad, as an American, looking at it and thinking, ‘What happened to our industry?’”

With the power to change the world, here’s why the US and China are fighting over our 5G future (April 17, 2019)

If China is able to set foundational infrastructure and standards for the world, then future products will also be based off those specifications. Having the benefit of patents in 5G technology and being a leader in standards would translate into the ability to build an ecosystem of network providers, device makers and application developers and create thousands of jobs in the process.

Huawei expects ‘double digit growth’ for carrier unit in 2019 as 5G kicks in after two years of flat sales (April 16, 2019)

Huawei, the world’s largest network equipment maker, is expecting growth of at least 10 per cent for its carrier business this year as operators and businesses alike prepare for commercialisation of 5G in 2020, after two consecutive years of flat sales.

串流服務競爭

Why Netflix doesn’t have to worry about Disney+ (April 16, 2019)

Despite the stock dip, Netflix doesn’t have to worry about Disney+, two analysts tell Yahoo Finance, because the streaming service is outspending the competition and because it offers a wider selection of films and shows. Netflix may have to worry even less about Apple (AAPL) and its upcoming Apple TV+, which had a disappointing unveiling in late March.

歐美貿易戰

From squid to bicycle parts: EU hits back at US tariffs with its own $20bn US imports list (April 17, 2019)

The fight began in 2018 when the US started slapping tariffs on the imports of steel and aluminium from a number of countries, including the EU. The 28-nation bloc responded by imposing levies on €2.8bn worth of US goods in June later that year. In March this year, Trump threatened more tariffs on the bloc’s goods, including that on cars imported from the EU.

中美貿易談判

Trump Stirs Alarm That He May Be Giving China a New Trade Weapon (April 17, 2019)

The Trump administration wants to have a mechanism that would allow it to quickly punish any foot-dragging by Chinese officials by imposing tariffs or other sanctions without having to go through the World Trade Organization or other adjudicators that they argue have been ineffective in the past. But any reciprocal deal would give Chinese leaders another way to quickly apply their own pressure on American companies.

Two more rounds of talks set for May amid hope the US-China trade war is ending (April 18, 2019)

Negotiators from China and the United States will hold two more rounds of trade talks by early May as the countries’ attempts to end their months-old trade battle intensify, US media reported on Thursday.

But US businesspeople watching the talks cautioned against excessive optimism, saying “systemic issues” remain to be fixed.

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