財經閱讀 21/6

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):

中美貿易戰

報導綜合了中美多方面角力的表現:U.S.-China Tech Cold War: Who Is Winning?

Factbox: Winners and losers in Trump’s trade war with China

Two European countries could be the big winners from the US-China trade war, Barclays says

Trade war with China could crush California’s huge economy and hurt other states

Apple Inc.

KeyBanc Guarded On An iPhone Demand Recovery: 3 Reasons Why

This suggests the potential for a stable outlook, but also implies ongoing weakness through the fiscal 2020 cycle, the analyst said. 

Apple’s core Services business will likely see ongoing deceleration on top of regulatory risk related to potential changes in how the App Store shares its revenue, Hargreaves said. It is “unlikely" Apple will post upside to new services in video, gaming, news and credit due to a lack of any competitive advantage over rival services, he said. 

Apple warns in letter to US that tariffs would reduce its contribution to economy

The letter adds that the tariffs “would also weigh on Apple’s global competitiveness” because Chinese companies Apple competes with would not be subject to the tariffs. The letter concludes by saying Apple urges the U.S. “not to proceed with these tariffs.”

Apple reportedly explores moving 15-30% of production capacity from China

Apple Analyst: Shift Away From Chinese Production Would Be ‘Gargantuan Endeavor’

聯儲局減息?

Fed sees case building for interest rate cuts this year

The bulk of Fed policymakers slashed their rate outlook for the rest of the year by roughly half a percentage point, and Fed Chairman Jerome Powell said others agree the case for lower rates is building; the Fed dropped its pledge to be “patient” before rate moves in a sign it was poised to act; and Powell stopped referring to weak inflation as “transient.”

“We are quite mindful of the risks to the outlook and are prepared to move and use our tools as needed,” he said in a press conference following release of a policy statement in which the central bank said it “will act as appropriate to sustain” a nearly 10-year economic expansion.

Jerome Powell Is Playing ‘Survivor’ at the Fed

中國電動車

As China cuts support for its electric carmakers, firms could face consolidation

Automobility’s Russo said that costs incurred by electric auto companies will rise given that they will continue to release new models, increase production, open showrooms and build infrastructure. That could lead to the race between these automakers being all about stamina.

“Will there be consolidation? Yes, because the cost of not only building a product, but having to support the infrastructure to present their product to the market, is pretty high," Russo said.

科網巨企 管制法案

GOP senator’s bill would blow up business models for Facebook, YouTube

Hawley, a tech critic, introduced legislation on Wednesday that would remove the immunity big technology companies receive under Section 230 of the Communications Decency Act of 1996. The CDA protects online platforms such as Facebook, Twitter and Google‘s YouTube from liability for the content users post. However, companies will be able to earn immunity from the crackdown if they submit to audits every two years to prove their algorithms and content-removal practices are “politically neutral."

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