发表时间：2024.09.18     作者：Jingyi     来源：ShoelessCai     阅读：142

亚马逊复活，特朗普再次遇袭，波音罢工事件或持续更久

本文由 Jingyi 翻译。

译文

亚马逊 AWS 的商业模式开始采用“Intel方法”，将工作移入新的美国工厂，以及带来新的力量来改变进入战场的芯片制造商。

Intel 和 AWS 打算共同投资适应市场需求的半导体，主要用于 AI 计算。这项工作主要依赖于 18A 过程，这是芯片领域的先进技术，Intel 股票几乎跳水了 10%，在其公布该项新闻之后，与当天下午。Intel 今年已经跌了 58% 了。与此同时，Intel 确认了早期报告，显示其符合条件，可以获取美国政府的基金，多达 30 亿美元，用于军事芯片。这项工程被称为 “安全区（Secure Enclave）”，主要为了建立稳定的供应链，用于提供前沿芯片领域的稳定的供应链，这些芯片主要用于 AI 和国防的。

关于刺杀特朗普的疑惑，在共和党提出候选人之后又发生了一起，肇事者被罚款起诉，因其破坏了枪支适用法律。Ryan，58 岁，之前是建筑工人，因其拥有一堆枪支且保有买枪支时候的发票，还是连号发票，因而被起诉且定罪了。这人可能还会面临其他的问题，特朗普，78 岁，他被袭击的时候也没有武器，而且他试图对意外事件的责任进行划分，与此同时，利用这个机会来逆转辩论会的影响，关于和副总统 Harris 的辩论。

shed builder 建筑工人
a convicted felon 被定罪的犯人
apportion blame for the incident 对意外事件进行责任划分

波音认为，她正在建立一系列降本的方法，因为该公司可能会面临持久罢工，主要在西雅图分公司，主要措施就是停止招聘，以及原有员工临时休假。席卷整个公司的方法，停止不必要的旅行，停止任何升职所产生费用（不升别人职），削减航展和慈善支出，显著的供应链开支的削减。一些工人，多达 3.3 万人，上周踊跃投票，继续罢工，正如波音首个发出的新员工的 offer，是远远低于其预期的。

drawn-out strike 持久罢工
temporary furloughs 临时休假
hiring freeze 停止招聘
outlay 支出

据称，德意志银行正在设计期权（exploring options），阻碍一些收购交易，主要是 UniCredit（意大利联合信贷银行）购买 Commerzbank（德国商业银行）的交易，主要是德意志银行思考其如何或者是否会，应对能在其家乡市场制造巨大竞争者的潜在交易。期权的设计，包含购买部分，或者直接点，就是标的公司（德国商业银行）所拥有的德国政府的股份，占据 12%。这些潜在的联结，关于 UniCredit 和 Commerzbank，将会创造欧洲银行巨头，可能排名在德意志银行之前，如果按照德国会计计算收入的话，总资产方面，也会超过德意志银行。

Eisler Capital 面临新一轮离职潮，因为该公司转型成“多策略对冲基金”，面临更少的回报，以及紧张的战争，为了争取人才。大约有 10 个基金经理，离开了价值 40 亿美元的公司，就最近一段时间。这些人退出，包括自愿退出，或者这些公司解雇他们。

汇丰新 CEO Elhedery 上任的两周以来，他非常明确要有业绩。自从他接管业务以来，他思考什么样的事情，可以将汇丰推向顶峰，以至于其未来十年的建设，足够显著。他也考虑全世界的中央银行，降息 —— 这项举措，很可能吞掉大公司的收入，以及全球级别的资金出借者，就像汇丰那样。Elhedery 会找寻方法，来去掉 20 亿美元的成本，来维持关键举措，以保持银行利润。“减少工作机会，存款展期，以及组织精简，都是可以聊的潜在的方式，” 彭博智库专员 omasz 说到。

make his mark 展现他的业绩
shave off 去掉

近 20 年以来，一项连接拉斯维加斯和南加州的高速铁路已经在酝酿之中。但有些事总归会挡在路中间，从急剧增长的预算，到机关部门的红线。就像很多美国的基建项目一样，（人们）总是有着这样的梦想，即造一列畅通无阻的、速度极快的火车，连接连接两座全国 最大的城市，这些城市是最大的娱乐圣地，甚至可以将游戏推向投机机会的地方，事实上却没有造任何东西（无论是 game 还是 speculation）。既然铲子以及放在价值 120 亿美元的 Brightline West 项目上，会有新的皱纹（不仅仅是额头的，可能也是眉间的）：目前没有一家美国公司能够建造出满足 Brightline 高速火车要求的。然而，它们必须是美国制造的。

brew 酿造，煮
red tape 红线
sleek 光滑的、流畅的
shovels 铲子

原文

Amazon’s AWS has sent some business Intel’s way, potentially bringing work to new plants under construction in the US and boosting efforts to turn around the embattled chipmaker.

Intel and AWS will co-invest in a custom semiconductor for artificial intelligence computing. The work will rely on Intel’s 18A process, an advanced chipmaking technology. Intel shares jumped almost 10% in late trading after the announcement. They had been down 58% this year. Meanwhile, Intel confirmed earlier reporting that it’s eligible to receive as much as $3 billion in US government funding to manufacture chips for the military. The effort, called the Secure Enclave, aims to establish a steady supply of cutting-edge chips for defense and intelligence purposes.

The suspect in a potential assassination attempt of Donald Trump, the second in as many months for the Republican presidential nominee, was charged Monday with violating federal gun laws. Ryan Routh, 58, a former shed builder, was charged with possession of a firearm by a convicted felon and possession and receipt of a firearm with an obliterated serial number. He’s likely to face additional counts. Trump, 78, who was unharmed, has attempted to apportion blame for the incident while seeking to use it to reverse the post-debate momentum of Vice President Kamala Harris.

Boeing said it’s instituting a range of cost-cutting measures as it prepares for a drawn-out strike by workers at its main Seattle hub, including a hiring freeze and temporary furloughs. The sweeping measures also include a halt of non-essential travel, pausing any pay increase associated with promotions, cutting back outlays for air shows and charitable donations and “significant reductions in supplier expenditures.” Some 33,000 workers voted overwhelmingly last week to go on strike as Boeing’s first offer for a new pay package fell short of their expectations.

Deutsche Bank is said to be exploring options to make it harder for UniCredit to buy Commerzbank as it considers how—or whether—to react to a potential deal that would create a huge competitor in its home market. Options that have come up included buying part or all of the German government’s remaining 12% stake in Commerzbank. The potential combination of UniCredit and Commerzbank would create a European banking giant that would rank ahead of Deutsche Bank in terms of German revenue. It would also exceed it in total assets.

Eisler Capital has seen a fresh round of departures as its transformation into a multistrategy hedge fund faces a period of poor returns and an intense war for talent with peers. About 10 money managers are said to have left the $4 billion hedge fund firm in recent days. The exits are said to include people leaving voluntarily as well as those the firm has dismissed.

With just two weeks under his belt as the new CEO of HSBC, Georges Elhedery has made it clear he’s looking to make his mark. Since he took over, he has considered what could amount to HSBC’s most significant restructuring in over a decade. He’s also considered disposing of non-core businesses and pleaded with staffers to keep costs in check. As central banks around the world cut interest rates—moves that will eat away at the revenue of big, global lenders like his—Elhedery will have to find a way to shave off $2 billion in costs to sustain a key measure of the bank’s profits. “Job cuts, further disposals and organization streamlining are all potential options on the table,” said Tomasz Noetzel, an analyst at Bloomberg Intelligence.

For nearly 20 years, a plan has been brewing for a high-speed rail line connecting Las Vegas to southern California. But something was always getting in the way—from ballooning budgets to bureaucratic red tape. Like many US infrastructure projects, the dream of sleek, fast-moving trains connecting two of the country’s biggest entertainment meccas turned into a game of speculation, with nothing getting built. Now that shovels are finally in the ground on the $12 billion Brightline West project, there’s a new wrinkle: No US company is currently building trains that meet Brightline’s high-speed requirements. And to qualify for billions of dollars under a new infrastructure law, they have to be American made.

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