发表时间：2024.09.02     作者：Jingyi     来源：Bloomberg     阅读：148

彭博推送 | 远远不够

本篇由 Jingyi 翻译，百度翻译校对。

英伟达作为芯片制造者，很可能是 AI 这波浪潮的核心。但是，他们大量的收入预测，仍然要低于乐观主义者。因此，引发一些关注，即那些爆发式增长可能会缓一缓。英伟达 Q3 收入约为 325 亿美元。这意味着那些认为平均收入是 319 亿美元的人，很可能会赢。但是有些人将收入预测调整至 379 亿美元。因此，同时发生的问题，备受期待的 Blackwell 的生产又遇到了阻碍，这个在后市的交易中，起到很大的作用。更加广泛地，显示出的现象，可能会抑制 AI 狂热，这种狂热将英伟达转变为，世界第二大最有价值的公司。

—— David E. Rovella

SMC 称，他们会延迟提交年度信息披露报告，造成该股票 6 年来最大的盘中跌幅。在加州圣何塞的服务器制造商要求更多时间，这些时间用于“关于设计的评估，以及运营的有效性，关于内审的部分”周三早上宣布的。这项文件延迟，在一位卖空者发布一个关键报告，称“会计方式已经亮红灯了，关于未披露的集团交易的证据，交易和出口的管理失利，以及一些客户问题。”

* stoked 引发
* in tandem with 意味着 at the same time 同时
* snags 同时，困难。文章中是 production snags 生产问题
* tamp down the AI frenzy 抑制人工智能的狂热
* setting off 出发

一些技术过失，使得美国政府上个礼拜公开薪资数据的时候，产生延迟，劳工部这样宣称。这个新闻相当于承认了，美国政府在公布数据之前，会透露给到华尔街的 Caller，引起了华尔街的不满情绪。（然而）这个片段是很迅速的，而且增加了劳工部统计局（BLS）的数据公布接口，这个部门是释放高端经济报告的，例如，每月就业报告，或者通胀数据。这个意外是劳工部统计局最近一系列小意外之一，这家机构也面临着各种诟病，来自金融公司，这些公司主要处理与市场相关数据。

* glitch 小过失
* mishaps 小事故

特朗普总是陷入美国军事危机， NPR 报道了一项特朗普团队否认的新闻，内容是，他的政治运动公然助力，那些违反阿灵顿公墓规定（broke rules at Arlington National Cemetery），因其最近在埋葬服役人员坟墓附近拍摄。最近所谓与公墓人员发生冲突事件，是紧接着特朗普最近言论发生的，他最近质疑了，美国最高军事武装以显示其英勇好战的重要性，特别是那些接受军事荣誉勋章的人。他发表这项评论的同时，他还在讨论授予别人“最高自由勋章”，是国内奖项，主要是奖励政治业绩。78 岁的特朗普经常有攻击言论，这些言论都是矮化军事从业者，特别是那些在战争中牺牲的人。特朗普否认这项事实。同时，共和党运动，也在试图获得副总统 Harris 的助力，此人最近人气又见长，部分因为其批判选举搭档，一位 24 岁的，服役于国家安全局（National Guard）的人。

* aides allegedly 公然助力
* Arlington National Cemetery 阿灵顿国家公墓（Arlington National Cemetery）坐落于美国弗吉尼亚州阿灵顿郡。长眠在这里，首先是战争中阵亡的士兵，政治家在工作岗位上殉职的国家工作人员、对国家有杰出贡献者。

* confrontation with cemetery employees 与公墓员工发生冲突 * traction 拉力 亿万富翁创始人，以及其 600 亿美元的公司，两西格玛投资公司，两位创始人 John Overdeck 以及 David Siegel，两位创始人，将逐渐远离日常事务，因其多年不和，逐渐也将控制权交于共同创始人执行官。Overdeck 和 Siegel 两人的关系，也变得很紧张，这家投资公司识别物质风险的裂痕，2023年3月的时候，监管发文件，针对所有对冲基金采取了一项非寻常措施，更别说私募如两西格玛公司了。

* the 3rd US Infantry Regiment 第三步兵团
* steping down 走下 CEO 职务
* feuding for years 多年不和
* rift 大地裂开的峡谷 rift as a material risk 物质风险中的裂痕

中国经济放缓，民众表示不满，市场参与者变得更加理性。对 Q2 增长质疑的比例，达到 18%，Freedom House 的数据显示，这是一家美国市场调研公司。报告强调经济挑战，政府担忧安定稳定的问题。人们也感受到经济放缓，由于几十年的增长，最近信心略显减弱，以及生活水平也显示停滞。限制增长原因，例如房地产行业变动、中美贸易战、以及疫情。

* refrain from 遏制
* dissent 异议
* morph into 逐渐演变
* waning 减弱
* signs of stalling 显示停止

Chris Barrett 是游戏行业某公司高管之一，这人 Q1 被炒了，主要由于有几位女性投诉其不合适行为。Barrett 起初是在 Bungie 工作，作为艺术部门主管升职，然后是迪士尼代理部门的总监，在董事会工作，后来就被 SONY 收购了，价格 36 亿美元，2022年的事情。直到去年夏天，他还是马拉松部门的总监，这也是个工作室，希望成为下一波浪潮。但是今年 3 月，他突然离开了公司。

Pavel Durov，Telegram CEO，在法国被起诉了，由于其未监管其平台上，性相关图片，关于小孩和其他犯罪的，例如，违禁药品或者聊天软件。反对 Durov 指控，为平台画了一张蓝图，几乎不和官方合作，还说了他自己的指控（或者宣言），即拒绝帮助其他机构合法窃听疑犯，巴黎检察官说到。他面临另一项指控，关于纵容有组织犯罪，在其平台上运营的不合法内容。

* drug trafficking 违禁药品

Nvidia may be the chipmaker at the heart of the artificial intelligence boom, but its massive revenue forecast still fell short of some of the more optimistic estimates. And that in turn stoked concern that its explosive growth may be slowing. Third-quarter revenue will be about $32.5 billion, the company said Wednesday, which would look like a win if you consider that analysts had predicted $31.9 billion on average. But some pinned the forecast as high as $37.9 billion. And that, in tandem with production snags of its highly anticipated Blackwell chip, weighed on the company’s shares in late trading. More broadly, the outlook could threaten to tamp down the AI frenzy that’s transformed Nvidia into the world’s second-most-valuable company. The chipmaker has been the key beneficiary of a race to upgrade data centers to handle AI software, and its sales forecasts—as is the case today—have become a barometer for that spending boom. —David E. Rovella

Super Micro Computer said it will delay filing its annual financial disclosures, setting off the stock’s largest intraday decline in almost six years. The San Jose, California-based server maker requires additional time “to complete its assessment of the design and operating effectiveness of its internal controls over financial reporting,” the company said in a filing Wednesday morning. This filing delay comes a day after short-seller Hindenburg Research released a critical report alleging “glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.”

A technical glitch prevented the US government from sharing key payroll data on time last week, according to the Labor Department, which acknowledged that staff provided the numbers to callers before the release was made public, triggering a furor across Wall Street. The episode has prompted steps to beef up data-release protocols at the Bureau of Labor Statistics, the agency responsible for releasing high-profile economic reports such as monthly jobs and inflation figures. The incident was the latest in a series of mishaps at the BLS, which has faced renewed criticism from financial firms over its handling and release of market-sensitive data.

Donald Trump keeps running into trouble with the military. NPR reported his campaign aides allegedly broke rules at Arlington National Cemetery when it came to filming near the graves of recently buried service members (Trump’s staff denied it). The alleged confrontation with cemetery employees followed Trump’s recent statements questioning the importance of America’s highest military decoration for bravery in combat, the Congressional Medal of Honor, and those who have received it. Trump’s comments came while he discussed giving the Presidential Medal of Freedom, a civilian award, to a major political donor. Trump, 78, has long been assailed for remarks in which he reportedly belittled American soldiers who had been killed or captured in combat (Trump has denied making such remarks). Relatedly, the Republican’s campaign has been trying to regain traction amid Vice President Kamala Harris’s recent surge in popularity in part by criticizing aspects of her running mate’s 24 years of service in the National Guard. Senator James “JD” Vance of Ohio, Trump’s running mate, has led the attacks on Minnesota Governor Tim Walz (Vance served four years in the Marines, including six month in Iraq as a military journalist, a non-combat role). Trump however avoided serving in the Vietnam War through multiple deferments, including one tied to a diagnosis of bone spurs.

The billionaire founders of the $60 billion firm Two Sigma Investments—John Overdeck and David Siegel—are stepping down from day-to-day management after feuding for years and handing control to two new co-chief executive officers. The relationship between Overdeck and Siegel had become so strained that Two Sigma identified the rift as a material risk in a March 2023 regulatory filing—an unusual move for any hedge fund, let alone one as secretive as Two Sigma.

Protests in China are on the rise as the effects of a slowing economy rattle citizens and Beijing refrains from taking bolder steps to shore up growth. Cases of dissent increased 18% in the second quarter compared to the same period last year in figures documented by the China Dissent Monitor at Freedom House, a US advocacy group. The report highlights the economic challenges facing the ruling Communist Party that are threatening to morph into broader governance issues. People in China are grappling with an economic slowdown and waning confidence as a four-decade rise in living standards shows signs of stalling. A real estate crisis, trade war with the US, private sector crackdowns and costly pandemic lockdowns have all weighed on growth.

Chris Barrett, one of the top executives at one of the video game industry’s leading studios, was fired this spring after he was accused by several female employees of inappropriate behavior. Starting at Bungie Inc. in 1999, Barrett rose through the ranks as an artist and then a director on the popular Halo and Destiny franchises and served on Bungie’s board before the company was bought by Sony Group for $3.6 billion in 2022. Until last summer he was also the director of Marathon, which the studio is hoping will become its next big game franchise. But in late March, he suddenly left the company.

Pavel Durov, the chief executive of Telegram, was charged in France for complicity in the spread of sexual images of children and other crimes such as drug trafficking on the messaging app. The charges against Durov paint a picture of a platform almost entirely uncooperative with authorities and include allegations he refused to help agencies run legal wiretaps on suspects, Paris prosecutors said. He faces further accusations of enabling organized criminals to carry out unlawful transactions on the platform.

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