FT商学院

China’s power crunch and why SoftBank cut back on Alibaba
亚洲科技聚焦:manbetx3.0 的电力危机;软银为何抛售阿里巴巴

The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
现在,一股新的下行力量正来自内陆省份四川。该地区严重的电力短缺迫使工厂关闭,扰乱了从汽车到苹果产品的所有供应链。

Hello, this is Kenji from Hong Kong, where we are in the midst of the mid-year earnings season. The overall tone so far seems to be tilting toward the negative side, and the tech sector is no exception. While JD.com pleasantly surprised the market with its results, both Tencent Holdings and Alibaba Group Holding reported zero top line growth for the first time since their listings over a decade ago. Smartphone maker Xiaomi saw its net profit for the first half of the year dip 95 per cent, while component makers such as Sunny Optical and AAC saw their bottom lines cut by half or more.

你好,我是健二,目前在香港,我们现在正处于年中盈利季节。到目前为止,整体基调似乎偏向负面,科技板块也不例外。虽然京东的业绩令市场惊喜,但腾讯控股和阿里巴巴集团自10多年前上市以来首次报告了营收零增长。智能手机制造商小米今年上半年的净利润下降了95%,而零部件制造商如舜宇光学和AAC的利润下降了一半甚至更多。

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