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Hewlett Packard Enterprise Near Deal to Buy Juniper Networks
WSJ· 2024-01-08 23:19
公司动态 - 惠普企业(Hewlett Packard Enterprise)正与Juniper Networks进行深入谈判 计划以约130亿美元收购Juniper Networks 以增强其在人工智能时代的技术竞争力 [1] - 该交易可能最早于本周宣布 前提是谈判不会破裂 [1] 行业趋势 - 此次收购反映了科技行业在人工智能领域的激烈竞争 公司通过并购来提升技术能力和市场地位 [1] - 惠普企业作为一家近百年历史的科技公司 正在通过战略收购适应快速变化的技术环境 [1]
Tech Giants Drive Stock Rebound
WSJ· 2024-01-08 21:20
版权法和订阅协议约束 - 该报道为个人非商业使用,受版权法和订阅协议约束[1] 全球股市和道琼斯新闻 - 全球股市和道琼斯新闻的相关报道[2]
What Nvidia Does for an Encore
WSJ· 2024-01-08 18:56
Nvidia announced its latest initiatives in videogaming and automotive technology on Monday. Photo: I-Hwa Cheng/Bloomberg NewsHow does any company follow up a year in which business doubled and market value tripled? For Nvidia , that answer seems to be: staying the course. Nvidia announced its latest initiatives in videogaming and automotive technology on Monday, ahead of the CES trade show kicking off this week in Las Vegas. The company has long used the annual consumer-electronics conference to showcase it ...
Alaska Airlines Boeing Probe: What We Know
WSJ· 2024-01-08 16:47
A section of the aircraft ripped off midair in the incident. Photo: Elizabeth Le/Associated PressIt has been more than two days since Alaska Airlines Flight 1282 made an emergency landing after a section of the aircraft ripped off midair, leaving a hole in the plane at 16,000 feet. Here’s what we know so far about an investigation that officials from the National Transportation Safety Board kicked off into the incident.At this point, the probe is focused on the Alaska incident and not on a broader set of ai ...
The 737 MAX Blows Another Hole in Boeing's Reputation
WSJ· 2024-01-08 13:45
波音737 MAX事件影响 - 阿拉斯加航空航班发生舱门脱落事故后 波音737 MAX机型再次面临舆论危机[1] - 事故导致波音股价期货市场预示开盘将下跌8% 反映投资者对事件影响的评估[1] - 美国联邦航空管理局已下令停飞相关机型并强制要求航司进行检查[1] 事故调查进展 - 涉事航班舱门部件在周日晚间被寻获 调查时间线正在梳理中[1] - 事件涉及特定飞机的舱门插销部件故障 但可能引发对制造商更严格的审查[1] 市场反应 - 尽管事故可能为孤立事件 但波音公司将承受因监管加强导致的成本上升[1]
You Can Buy Gold Bars at Costco. But Are They Worth It?
WSJ· 2024-01-05 10:30
Costco’s online gold sales are popular with fans of the bulk-goods retailer and enthusiasts of the yellow metal. Photo: Bing Guan/Bloomberg NewsRon Williams,a retired Air Force production superintendent in Utah, usually buys gold investment coins and bars from his precious-metals dealer. But when he found 1-ounce gold bars available on Costco Wholesale’s website recently, he decided to give them a shot. “They seem pretty competitive with other bullion dealers,” says the 62-year-old Williams. “And the shippi ...
Exxon Mobil Expects Up to $2.6 Billion in Upstream Impairments
WSJ· 2024-01-04 22:29
上游业务减值 - 埃克森美孚预计第四季度上游业务将计提24亿至26亿美元减值 [1][1][1] - 减值主要与加州闲置资产相关 [1][1] 财务披露 - 公司通过监管文件披露上述减值预期 [1][1]
Mobileye Crashes Into Auto-Chip Pileup
WSJ· 2024-01-04 17:52
文章核心观点 - Mobileye预警销售和盈利即将下降 [1] 分组1 - Mobileye是一家生产驾驶辅助功能芯片的制造商 [1]
Fisker Ditches Tesla-Style Direct-Sales Model in Favor of Dealerships
WSJ· 2024-01-04 10:30
文章核心观点 - 电动汽车初创公司Fisker放弃美国直接面向消费者的销售模式,转而采用传统经销商模式,因其发现该方式成本过高且2023年难以快速将汽车交付给买家 [1] 公司情况 - Fisker在2023年生产了超过1万辆Ocean SUV,但交付给客户的不到一半 [1] - Fisker放弃美国直接面向消费者的销售模式,采用传统经销商模式 [1]
Tesla Faces a Higher Bar for Hype in 2024
WSJ· 2024-01-02 21:30
特斯拉2023年交付与竞争态势 - 特斯拉2023年交付量增长但利润率承压 公司2023年第四季度交付约48 5万辆电动汽车 略超预期但低于中国竞争对手比亚迪的52 6万辆 [1] - 比亚迪首次在单季度销量超越特斯拉 凭借中国本土更大市场规模及更低价车型优势 预计未来将持续对特斯拉形成竞争压力 [1] - 特斯拉股价2023年表现强劲 主要由于2022年底基数过低 但高交易量股票在2024年可能面临挑战 [1] 中美电动车市场竞争格局 - 中国电动车企通过价格策略扩大市场份额 比亚迪等本土品牌在性价比和市场规模上形成结构性优势 [1] - 全球电动车行业竞争加剧 传统领导者特斯拉面临来自中国车企的持续性份额挤压 [1]