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cover of episode Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe

Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe

2025/2/5
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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A
Annabelle Jewellers
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Eddie Chung
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Annabelle Jewellers: 中国对Alphabet的的反垄断调查可能主要针对谷歌安卓系统在中国的市场主导地位,但这并没有对Alphabet的股价造成太大影响,Alphabet的股价下跌更多的是因为其财报显示收入低于预期,特别是云部门的表现令人失望。这与全球宏观环境以及投资者对高资本支出的担忧有关。DeepSeek等AI初创公司的出现也加剧了这种担忧,因为它们提供了一种更有效率的AI模型训练方法。Alphabet计划大幅增加资本支出,这进一步加剧了投资者的担忧。围绕DeepSeek的调查仍在进行中,包括其训练方法和获取先进半导体的方式。澳大利亚已禁止在其政府系统和设备上使用DeepSeek AI服务,凸显了各国政府对该工具的担忧。 Eddie Chung: 尽管中美贸易战和关税升级,中国短期内不太可能人为制造人民币汇率波动。美元仍然是亚洲新兴市场货币走势的主要驱动因素,但中美贸易摩擦会对一些贸易导向型货币造成负面影响,例如韩国和越南。中美贸易谈判存在不确定性,关税升级的可能性仍然存在,这将对美国经济增长和通货膨胀造成负面影响。

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On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China tariffs are reverberating through the currency space with Eddie Cheung, Senior Emerging Markets Strategist at Credit Agricole CIB.

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