今日主播孫亞軍:
中東衝突導致能源設施受損,重創全球煉油業,美國石油巨頭們卻交出了一份近乎暴利的成績單。最新財報顯示,今年二季度,埃克森美孚盈利約145億美元,按年翻倍,創4年來新高;雪佛龍利潤達到約121億美元,接近去年同期的5倍。
業績飆升,主要源於油價上漲和煉油業務的利潤大增。
一方面,中東衝突擾亂原油供應,國際油價大幅攀升,美石油巨頭紛紛加大本土油氣生產,埃克森美孚和雪佛龍二季度油氣產量均升至近些年高位,進一步放大了高油價帶來的收益。
另一方面,煉油業務成為利潤增長的關鍵。持續地緣衝突導致俄羅斯與中東地區大量煉油裝置停產,全球煉油產能受限,美石油巨頭的煉油利潤率卻達到歷史高位。今年二季度,埃克森美孚的煉油業務實現了約55億美元的利潤,遠高於去年同期的14億美元。埃克森美孚首席財務官尼爾·漢森表示,當前市場並未充分認識到,本輪石油市場最大瓶頸,是全球煉油產能整體緊缺。
大型石油公司賺得盆滿鉢滿,美國普通消費者卻要承擔更高生活成本。數據顯示,中東衝突爆發以來,能源價格上漲已使每戶美國家庭平均增加近450美元支出。有分析認為,由於俄烏衝突和中東衝突導致全球煉油能力嚴重不足,高油價仍將持續較長時間。
通用汽車將推出自主研發車載人工智能系統
GM to Launch Proprietary In-Vehicle AI System
據外媒報道,美國通用汽車公司計劃於今年晚些時候推出自主研發的車載人工智能系統。
According to foreign media reports, General Motors plans to launch a proprietary in-vehicle artificial intelligence system later this year.
消息稱,這家底特律汽車製造商正與一家未公開名稱的大語言模型供應商合作,開發相關技術,旨在為通用汽車及其車主提供預測性維護、車輛遙測等更聚焦汽車領域的功能支持。
It’s repoted that the Detroit automaker is working with an unnamed large language model provider on its technology to assist GM and its owners with predictive maintenance, vehicle telemetry and other more auto-focused features.
通用汽車語音及人工智能/機器學習產品管理總監表示:「這是我們更廣泛人工智能征程的開端,僅停留在車輛頂層的AI系統所能實現的功能存在侷限性。」
"This is the beginning of a broader AI journey for us. There's a limit to what an AI that's just sort of sitting at the top level of the vehicle can do," GM director of product management of voice and AI/machine learning said.
美伊衝突推高各類商品價格
The US-Iran Conflict has Pushed Up Prices of Various Commodities
據媒體報道,霍爾木茲海峽持續封鎖帶來的衝擊,已經遠超燃油價格,開始直接影響美國民衆日常開支。
According to media reports, the impact of the ongoing blockade of the Strait of Hormuz has far exceeded fuel prices, directly affecting the daily expenses of the American people.
波士頓啤酒公司、宣偉塗料、國際紙業以及聯合利華等企業近日陸續向投資者披露,已經漲價或計劃很快上調產品價格,以此抵消原材料成本上漲。
The Boston Beer Company, Sherwin-Williams, International Paper, Unilever and other companies have recently disclosed to investors that they have raised prices or plan to raise product prices soon to offset the increase in raw material costs.
企業漲價消息受到市場投資者認可,多家公司股價在漲價公告發布後走高。
The news of enterprise price increases has been highly sought after by market investors, and the stock prices of multiple companies have risen after the announcement of price increases.
薩康內特研究公司分析師指出,投資者看到這類企業發布漲價公告會感到樂觀,但總體來看,一輪輪漲價消息對宏觀經濟十分不利,也會給利率政策製造難題。
Analysts from Cornerstone Research pointed out that investors will feel optimistic when they see such companies issue price increase announcements, but overall, rounds of price increase news are very unfavorable to the macro economy and will also create difficulties for interest rate policy.
來源/經濟日報微信
主播/孫亞軍
雙語/朱琳
編輯/梁方圓