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Nvidia Is Preparing to Oust CEO Jensen Huang BY ROBBIE WHELAN, JOSH DAWSEY AND AMRITH RAMKUMAR Move follows company investigation into an affair with a Chinese woman alleged to be a spy Nvidia’s board is preparing to oust CEO Jensen Huang after he had two extramarital affairs, including one with a suspected Chinese spy and another with an employee. The board is planning to meet... 華爾街日報
個人品牌是最便宜的估值槓桿,直到它不是 - Jordan 成神,Kanye 崩盤,黃仁勳呢? 有一條沒人明講、但人人在用的商業公式:個人光環 × 社交媒體 = 免費的估值溢價。 問題從來不是這條公式是否有效——它確實有效,而且極具效率。問題是,這張支票終究要找人埋單,差別只在於你唔知係幾時。 把臉押上去,是社交媒體時代最高效的資本工具 社交媒體出現之前,品牌認知靠廣告預算、IR roadshow、分析師... Benny Liu
Can General Motors and Ford Survive the Flood of Cheap Chinese EVs?-By Al Root,BARRON'S China has so much excess capacity to manufacture inexpensive, feature-laden electric vehicles and hybrids that it threatens car companies—and car stocks—everywhere. China is upending the global auto industry. The country has so much excess capacity to manufacture inexpensive, feature-lade... Barron′s
盈利與收益並進 在波動中尋找穩健回報 近期市場不確定性升高,債券孳息率與油價走高,人工智能(AI)投資回報亦受關注。隨美國中期選舉臨近,政治消息或加劇短期波動,但企業盈利、利率與能源價格等基本面因素,對中長期市場更為重要。對長期投資者而言,與其等待不確定性消退,不如透過均衡配置,把握增長與收益機會。 企業盈利仍是筆者公司看好股市前景的... UBS

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