今日主播孙亚军:
近日,不少企业纷纷叫停美国清洁氢能项目。澳大利亚最大独立油气生产商伍德赛德宣布,正式取消在美国的氢能项目,造成约1.4亿美元的损失。麦肯锡公司氢能业务负责人也暗示:“现在是艰难时期,在美国,氢能市场将在相当长的一段时期内保持低迷。”
氢能项目纷纷被叫停,主要原因之一在于,本届美国政府对发展清洁能源踩下了“急刹车”,根据美国7月正式生效的“大而美”法案,氢能项目的税收抵免被提前终止,严重削弱了项目实施的经济可行性。曾在美国氢能领域投入巨资的福蒂斯丘金属集团,其负责人直言,“美国政策缺乏确定性,绿色发展目标倒退,阻碍了绿色能源市场发展,之前可行的项目,如今却难以推进。”
由此来看,美国的清洁氢能梦恐怕正在走向破灭。在应对气候变化、推动能源绿色转型的发展道路上,美国在与世界逐渐“脱轨”甚至倒退。
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人工智能需求推动 CoreWeave季度营收超预期
The Demand for AI Drove CoreWeave's Quarterly Revenue to Exceed Expectations
据媒体报道,8月12日,总部位于美国的人工智能云计算公司CoreWeave发布的第二季度财报显示,受服务需求加速增长的推动,公司营收达12.1亿美元,同比增长206.7%,超出分析师预期的10.8亿美元,但增速较一季度的420%有所放缓。
According to media reports, on August 12th, CoreWeave, an artificial intelligence(AI) cloud computing company headquartered in the U.S., released its second-quarter financial report. Driven by the accelerated growth of service demand, the company's revenue reached $1.21 billion, a year-on-year increase of 206.7%, exceeding analysts' expectations of $1.08 billion. However, the growth rate slowed down from 420% in the first quarter.
该公司因AI需求强劲再度上调了全年的营收指引,但保持全年营业利润指引不变,三季度的营业利润指引逊于预期。
The company raised its full-year revenue guidance again due to strong AI demand, but kept its full-year operating profit guidance unchanged, and the operating profit guidance for the third quarter was worse than expected.
报道称,作为今年的美股AI概念“新贵”,CoreWeave上市4个多月来股价已累涨超240%,体现了投资者对企业在AI领域支出的看好。
It is reported that as the "newcomer" of the AI concept in the US stock market this year, CoreWeave's share price has risen by more than 240% in the four months since its listing, reflecting investors' optimism about the company's spending in the AI field.
福特宣布投资20亿美元建厂计划生产平价电动汽车
Ford announced a plan to invest $2 billion to build a factory to produce cheap EVs
据外媒报道,福特汽车8月11日宣布,将投资20亿美元,在美国肯塔基州路易斯维尔的一家组装厂生产更经济实惠的电动汽车。
Ford announced on August 11 that it would invest $2 billion in a Louisville, Kentucky, U.S. assembly plant aimed at rolling out more affordable electric vehicles(EVs).
这家底特律汽车制造商表示,首款车型为价格约3万美元的中型四门电动皮卡,基于新的通用电动平台打造,计划在2027年上市。
The Detroit automaker said its first model will be a mid-sized four-door electric pickup truck priced at around $30,000, built on a new General electric platform, and is scheduled to go on sale in 2027.
福特首席执行官吉姆·法利(Jim Farley)此前曾将新的通用电动平台与经典的福特T型车相提并论,因为该平台可减少20%的零部件使用,并使装配线速度提高15%,借此降低电动汽车生产成本。
Ford CEO Jim Farley previously compared the new General Electric platform to the classic Ford Model T because it can reduce the use of components by 20% and increase the assembly line speed by 15%, thereby lowering the production cost of EVs.
来源/经济日报微信
主播/孙亚军
双语/朱琳
编辑/李翱
校对/陈婧琳
作者:经济日报