【BBC商业新闻】20261106 Business Tod
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:06 | Stirling soars to its highest level since the Brexit vote as the Bank of England meets | 在英国银行开会时,斯坦林飙升到自布雷克西特投票以来的最高点 |
| 0:12 | to decide on interest rates with the hike in borrowing costs expected. | (c) 随着借款费用的预期增加,决定利率。 |
| 0:19 | Stock surge on | 股票激增 |
| 0:21 | Wall Street and oil prices plunge on the back of the Democrats thumping success in the midterms. | 华尔街和油价跌落 民主党的背后 推 成功在中期。 |
| 0:27 | We bring you reaction. | 我们给你带来了反应。 |
| 0:30 | The huge build-out of AI infrastructure could stall as a result | 因此,AI基础设施的大规模建设可能受阻 |
| 0:34 | of the elections as data centre opponents rack up several wins in states. | 数据中心的对手在各州赢得了好几场胜利 |
| 0:40 | We'll be | 我们会的 |
| 0:40 | live to Texas for the latest. | 住在德克萨斯州 |
| 0:43 | And going out with a bang. | 和去与一声砰。 |
展开字幕全文（484 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Stirling soars to its highest level since the Brexit vote as the Bank of England meets | 在英国银行开会时,斯坦林飙升到自布雷克西特投票以来的最高点 |
| 2 | to decide on interest rates with the hike in borrowing costs expected. | (c) 随着借款费用的预期增加,决定利率。 |
| 3 | Stock surge on | 股票激增 |
| 4 | Wall Street and oil prices plunge on the back of the Democrats thumping success in the midterms. | 华尔街和油价跌落 民主党的背后 推 成功在中期。 |
| 5 | We bring you reaction. | 我们给你带来了反应。 |
| 6 | The huge build-out of AI infrastructure could stall as a result | 因此,AI基础设施的大规模建设可能受阻 |
| 7 | of the elections as data centre opponents rack up several wins in states. | 数据中心的对手在各州赢得了好几场胜利 |
| 8 | We'll be | 我们会的 |
| 9 | live to Texas for the latest. | 住在德克萨斯州 |
| 10 | And going out with a bang. | 和去与一声砰。 |
| 11 | Should restrictions on fireworks | 应限制烟花爆竹 |
| 12 | be increased in the UK or will this take the sparkle out of fireworks night and Diwali? | 还是这能把烟花之夜和迪瓦利的火花弄掉? |
| 13 | Welcome. | 欢迎 |
| 14 | You're with Business Today in London with me, Sally Bundock. | 你和萨莉·本多克一起在伦敦做生意 |
| 15 | We're going to talk | 我们要谈谈 |
| 16 | you through all the reaction on markets to the tumultuous results in the US midterm elections | 通过市场对美国中期选举 动荡结果的反应 |
| 17 | shortly. | 马上就来 |
| 18 | But first of all, we want to focus on the UK and the pound sterling, which has | 但首先,我们想关注英国 和英镑,它已经 |
| 19 | reached its highest value since the Brexit referendum over 10 years ago. | 自10多年前布莱克西特公投以来,达到了其最高价值。 |
| 20 | Sterling's value | 斯特林的价值 |
| 21 | fell sharply after the vote in 2016 and it reached further lows during the Brexit process, | 2016年投票后大幅下跌,并在布雷克西特进程中进一步达到低点, |
| 22 | which of course was followed by the Covid pandemic and then the ill-fated mini-budget | 当然,接下来是科维德大流行, 之后的小型预算 |
| 23 | for 2022. | 为2022年。 |
| 24 | So the pound has been under a lot of pressure. | 因此英镑一直承受着很大的压力. |
| 25 | However, a stronger pound can | 不过,强壮的磅可以 |
| 26 | help rein in inflation and increase buying power for consumers on imports and on holiday, | 帮助控制通货膨胀,增加消费者在进口和节假日的购买力, |
| 27 | of course, but makes British goods and services more expensive overseas. | 当然,但使英国的货物和服务在海外更加昂贵。 |
| 28 | One factor supporting | 支持因素之一 |
| 29 | is the clear expectation of an interest rate rise. | 明确期望利率上升。 |
| 30 | We'll have that decision from the Bank | 银行会决定的 |
| 31 | of England's Monetary Policy Committee at lunchtime today. | 英国货币政策委员会 今天午餐时间。 |
| 32 | And the bank's base rate | 银行的基本利率 |
| 33 | is currently at 3.75%. | 目前为3.75%。 |
| 34 | And most economists predict that today it is going up probably | 而大多数经济学家预测,今天它可能会上升 |
| 35 | to 4%. | 至4%。 |
| 36 | And that would be the first rate rise for more than three years. | 这将是三年多来第一次上升。 |
| 37 | And a key reason | 关键原因 |
| 38 | for this is inflation. | 因为这是通货膨胀。 |
| 39 | Here in the UK, it's sitting at 3.5%. | 在英国,它占3.5% |
| 40 | That was in the month September | 这是在9月份 |
| 41 | and that is way above the central bank's target of 2%. | 这远远超过了中央银行2%的目标。 |
| 42 | Well, Sandra Horsfield is UK economist | 桑德拉·霍斯菲尔德是英国经济学家 |
| 43 | 在Investec,现在加入我。 | |
| 44 | Morning to you, Sandra. | 早上好,桑德拉,你好吗? |
| 45 | Are you expecting rates then to go | 你期待的费率,然后去 |
| 46 | up to 4%? | 高达4%? |
| 47 | Yes, indeed. | 是的,确实。 |
| 48 | We do believe it is now time for the Bank of England to join what | 我们相信现在是英格兰银行加入 |
| 49 | has been a rising interest rate trend amongst the G7 countries and tightening interest rates | 7国集团国家的利率呈上升趋势,利率收紧 |
| 50 | too. | 也一样。 |
| 51 | Yes. | 对 |
| 52 | Interesting, though, because, of course, most predict today we'll see a rate | 很有趣,因为,当然,大多数预测 今天我们会看到一个利率 |
| 53 | rise and then some are predicting we'll see further rate increases in the new year. | 上升,然后一些人预测,我们将会看到新年的增长率进一步上升。 |
| 54 | But | 不过 |
| 55 | since we saw that quite significant decline in oil prices, are markets pricing in a different | 由于我们看到石油价格大幅下跌, 市场定价在不同的 |
| 56 | outlook for 2027? | 2027年的前景? |
| 57 | The outlook has shifted slightly. | 前景略有变化。 |
| 58 | We've had a very substantial decline | 我们的下降幅度很大 |
| 59 | in oil prices and energy has really been central to the reason why the Bank of England should | 在石油价格和能源方面,英国银行应该 |
| 60 | raise rates. | 提高费率。 |
| 61 | It's not so much that they can do anything about interest rate prices, but | 并不是说他们能做任何事情 关于利率价格,但 |
| 62 | the longer these sort of high energy prices persist, the harder it is to believe that | 这种高能源价格持续的时间越长,就越难以相信 |
| 63 | we won't get eventually some wage increases to compensate for part of that. | 我们最终不会得到一些工资的增加来补偿其中的一部分。 |
| 64 | That could then | 这样就可以了 |
| 65 | prolong cost pressures for companies and it could prolong the inflation hit. | 这会延长通货膨胀的影响。 |
| 66 | So that is why the | 所以,这就是为什么 |
| 67 | Bank of England think it might need to hike now. | 英格兰银行认为它可能需要现在远足。 |
| 68 | Of course, if energy prices do unwind quickly, | 当然,如果能源价格迅速下跌 |
| 69 | the reasoning isn't quite so firm anymore. | 推理已经不那么坚定了 |
| 70 | So markets have scaled back a little bit in terms | 所以市场已经缩小了一点 |
| 71 | of interest rate rises that are expected, but are still looking for nearly four interest | 利率上升,但仍在寻找近四张利息 |
| 72 | rate rises in total from here. | 死亡率从这里上升。 |
| 73 | Also as well, do you think it's quite hard to predict despite | 你也觉得这很难预测吗? |
| 74 | the fact that we have had, you know, predictions from the Office for Budget Responsibility and | 预算责任办公室的预测 |
| 75 | others on what's ahead in 2027 for the UK economy and therefore difficult to know what might happen | 2027年英国经济前景如何, |
| 76 | with interest rates in the new year? | 新年利率吗? |
| 77 | Absolutely. | 当然 |
| 78 | It's always a difficult thing to predict | 总是很难预测 |
| 79 | inflation trends going forward. | 通货膨胀趋势正在向前发展。 |
| 80 | We know quite a bit about the near term outlook. | 我们非常了解近期的前景。 |
| 81 | So we know already | 所以我们知道 |
| 82 | that given what we've seen in energy prices so far, we could see inflation push north of 4% | 从能源价格来看 通胀率在4%以北 |
| 83 | in the near term. | 在近期。 |
| 84 | So the near term picture really isn't that great. | 近期的画面真的没那么好。 |
| 85 | What happens afterwards though | 之后会发生什么 |
| 86 | will depend on energy prices, but it will also depend on how the economy is performing. | 取决于能源价格,但也取决于经济的表现。 |
| 87 | And there | 还有 |
| 88 | news recently has been surprisingly good. | 最近的消息令人惊讶 |
| 89 | OK, Sandra, we appreciate your time and your analysis | 好吧,桑德拉,我们感谢你的时间和分析 |
| 90 | on that. | 在那个。 |
| 91 | Sandra Horsfield there from Investec. | 桑德拉・霍斯菲尔德,从Investec那里。 |
| 92 | And just to remind you, we get that decision from | 为了提醒你 我们从 |
| 93 | the Bank of England at noon here in the UK. | 英国的英国银行 |
| 94 | We'll bring it to you live on BBC News. | 我们会在BBC新闻上现场告诉你的 |
| 95 | But now let's | 但是现在让我们 |
| 96 | talk about reaction to the US midterm elections on Wall Street. | 讨论对美国华尔街中期选举的反应。 |
| 97 | We saw a sharp rise in stocks | 我们看到股票急剧上升 |
| 98 | as investors weighed up the new political landscape. | 投资人对新的政治面貌大加评价。 |
| 99 | The Dow Jones Industrial Average | 道琼斯工业平均水平 |
| 100 | more than 1,500 points on Wednesday, its biggest one day gain since April of last year. | 周三得1500多分,这是自去年4月以来最大的一天收益. |
| 101 | The broader S&P 500 and tech heavy Nasdaq also rose sharply. | 范围更广的S&P 500和技术重的Nasdaq也急剧上升。 |
| 102 | But if you look at oil prices, | 但是,如果你看看石油价格, |
| 103 | they fell steeply in response to comments about the war by Vice President JD Vance, | 为了回应副总统旺斯关于战争的评论,他们急剧倒下, |
| 104 | with investors now betting the election result could reduce the risk of a wider conflict in | 与投资者现在打赌,选举结果可以降低更大的冲突风险 |
| 105 | crude is currently trading at $94 for December delivery. | 原油目前交易额为94美元,12月交货。 |
| 106 | But not every company joined the rally. | 但并不是每个公司都加入了集会. |
| 107 | If you look at Tesla, for example, its shares were sold off as investors weighed what a democratic | 例如,如果你看看特斯拉, 它的股票被卖掉 作为投资者权衡一个民主的 |
| 108 | sweep could mean for Elon Musk. | 扫荡可能意味着伊隆·穆斯克. |
| 109 | Here's Michelle Fleury. | 这是米歇尔·弗洛里。 |
| 110 | Going into Tuesday's vote, many assume | 周二的投票,很多人认为 |
| 111 | that the preference of financial markets would be for a surprise show of Republican strength for | 金融市场的偏好 将是一个惊喜 显示共和党的力量 |
| 112 | Democratic win. | 民主胜负. |
| 113 | A blue wave like the one that has swept across American politics was assumed to be | 蓝色的波浪 横扫美国政治 |
| 114 | something that investors might take fright at. | 投资者可能害怕的东西。 |
| 115 | Well, it turns out that initially at least markets | 事实证明,一开始至少市场 |
| 116 | rather like the look of a democratic control of Congress. | 更像是国会的民主控制 |
| 117 | The Dow Jones Industrial Average sawed | 道琼斯工业平均锯木 |
| 118 | more than 1,500 points on Wednesday, its best single day since April of last year. | 星期三得分超过1500分,这是去年4月以来最好的单日. |
| 119 | The S&P 500 | 标准普尔500 |
| 120 | and the NASDAQ also reported strong gains. | 纳斯达克公司也报告取得了很大进展。 |
| 121 | Bucking that trend notably were shares in Elon Musk's | 在伊隆·穆斯克的股权中 |
| 122 | 公司,SpaceX和特斯拉。 | |
| 123 | Both companies, controlled by the biggest donor to the Republican | 两家公司都由共和党最大的捐助者控制 |
| 124 | campaign, are assumed to be headed for a difficult relationship with the new Congress and saw their | 与新国会的关系很艰难, |
| 125 | share prices fall sharply. | 股票价格急剧下跌。 |
| 126 | That's Michelle Fleury. | 那是米歇尔・弗洛里。 |
| 127 | Well, let's talk to Mike Coop, Chief Investment | 好吧,让我们谈谈 迈克库,首席投资 |
| 128 | Officer at Morningstar. | 早星报的警官 |
| 129 | Morning to you, Mike. | 早上好,麦克 |
| 130 | Good morning, Sally. | 早上好,萨莉。 |
| 131 | I'm guessing it was a very | 我猜这是非常 |
| 132 | busy day for anyone in financial markets, you know, since those election results started to | 因为选举结果开始 |
| 133 | come through. | 通过。 |
| 134 | Well, the results were certainly stronger than I think most people would have | 效果肯定比我想的要强 |
| 135 | expected in terms of the democratic domination of both houses. | 对两院民主统治的期望。 |
| 136 | But what you've seen clearly is a | 但你们所看到的是 |
| 137 | relief rally. | 救济集会. |
| 138 | And I think the really interesting thing for investors is just how diversification | 我觉得投资者真正有趣的是 如何多样化 |
| 139 | has made such a comeback. | 已经使这样一个回来。 |
| 140 | If you look at how the market performed and why it rose, what you clearly | 如果你看看市场表现如何,为什么它上升, 你清楚的是什么 |
| 141 | see is on the one hand with energy coming off, as you would expect when the oil price falls, | 一方面,能源会熄灭 就像你预期的油价下跌, |
| 142 | but the sense of OK, although there's a backlash against AI, the fact is a lot of these players | 但OK的感觉,虽然对AI有反弹, 事实是很多这些玩家 |
| 143 | who are already in a dominant position, the hyperscalers, Amazon, Alphabet and Microsoft, | 亚马逊、阿尔法贝特和微软公司 |
| 144 | are still well placed to continue. | 仍然可以继续工作。 |
| 145 | And in fact, possibly they might burn through a bit less | 事实上,他们可能烧得少一点 |
| 146 | capital if they're unable to continue to extend at quite the pace they have with the data centers. | 资本如果无法继续扩展 以相当的速度 他们与数据中心。 |
| 147 | And if we look beyond the knee-jerk reaction on Wall Street, so what we could see as what's going | 如果我们超越了华尔街的膝盖反应 那么我们可以看到什么 |
| 148 | on in the days and weeks ahead, what are your thoughts on that? | 今后几天和几周,你有什么想法? |
| 149 | Because on the one hand, I'm | 因为一方面,我 |
| 150 | by some market commentators that actually the reaction we saw, the positive reaction overall was | 一些市场评论家说,事实上我们所看到的反应, 总体的积极反应是 |
| 151 | reflecting a mood that markets are breathing a sigh of relief that perhaps with Trump a bit more | 反映一种情绪 市场正在呼吸 气息松动, 也许与特朗普多一点 |
| 152 | curtailed, normality could return to markets as opposed to the chaos and volatility. | 相对于混乱和动荡,正常情况可能恢复市场。 |
| 153 | But then on the other side, you've got many who are saying, hang on a second, it's the AI boom | 但是在另一边,你有很多人在说, 等一下,这是AI的繁荣 |
| 154 | that is powering the US economy, powering markets. | 这是为美国经济提供动力,为市场提供动力。 |
| 155 | And if that is restricted or hampered, | 如果这被限制或阻碍, |
| 156 | that's not good either. | 这也不好 |
| 157 | Certainly slowing things down is our read. | 减速当然是我们的读数。 |
| 158 | He is still the president. | 他还是总统 |
| 159 | He still has the ability to veto whatever's put forward to him from the House of Representatives | 他仍然有能力否决众议院向他提出的一切 |
| 160 | and lost control of the Senate. | 失去对参议院的控制 |
| 161 | And he has still control over foreign policy. | 他仍然控制着外交政策。 |
| 162 | So let's not forget that there's still a lot that can be done without the approval of Congress. | 所以不要忘记,没有国会的批准,还有许多事情可以做. |
| 163 | The slowing things down is the funding. | 减速的就是资金 |
| 164 | So that is where it's going to be more difficult to get | 所以,这是会 更难得到 |
| 165 | what he wants. | 他想怎样就怎样 |
| 166 | So if you think that it's still a Trump administration, but the pace of change | 所以如果你认为还是特朗普政府 但变化的速度 |
| 167 | is going to slow, markets generally like that greater stability. | 市场一般会变慢 市场会变得更稳定 |
| 168 | But I think the key point is | 但我认为关键是 |
| 169 | AI was the only game in town. | AI是镇上唯一的游戏. |
| 170 | And now with this policy backdrop and with the | 现在,以这个政策背景和 |
| 171 | price that shares reached, you need to think carefully about diversification. | 股价达到,你需要仔细考虑 多样化。 |
| 172 | So in our portfolios, we've done that by spreading things around quite broadly. | 因此,在我们的组合中,我们通过把事情传播得相当广泛。 |
| 173 | And you see the benefit to that in these sorts of environments where you have a range of | 在这种环境中,你可以看到 这一点的好处 在那里你拥有一系列 |
| 174 | unloved sectors before, like consumer staples and healthcare, really performing pretty well. | 以前不受爱戴的部门,比如消费主食和保健, 表现真的相当不错。 |
| 175 | That to me is the main message here. | 这对我来说是这里的主要信息。 |
| 176 | Yes, there should still be some shocks ahead of us. | 是的,我们面前仍然应该有一些冲击。 |
| 177 | Don't think that things are trained to that dramatically, | 不要认为 事情是训练有素的, |
| 178 | but perhaps the pace of change will come off. | 但也许变革的速度会变快 |
| 179 | Okay. | 摆 |
| 180 | Mike Coop, it's interesting to get your take on that from Morningstar. | 迈克·库珀,从Morningstar那里得到这个消息很有趣 |
| 181 | So let's focus | 我们集中精神 |
| 182 | in more detail on what these midterm election results mean for the big tech companies and | 更详细地说明这些中期选举结果对大型技术公司和 |
| 183 | their AI plans. | 他们的AI计划。 |
| 184 | Here's our North America technology correspondent, Lily Jamali. | 这是我们的北美技术通讯员 莉莉·贾马里 |
| 185 | Among the issues that drove voters to the polls, AI and data centers were significant. | 在促使选民参加投票的问题中,AI和数据中心意义重大。 |
| 186 | Even before Tuesday, polling made clear that they weren't popular | 在周二之前 民意测验就表明他们并不受欢迎 |
| 187 | among many Americans. | 很多美国人中 |
| 188 | And one survey found that almost a third of those asked ranked AI and data | 一项调查发现,在被问及的AI和数据中,几乎有三分之一被问及. |
| 189 | centers among their top three most important election issues. | 以三大选举问题为中心。 |
| 190 | Following that kind of sentiment | 跟着那种感觉 |
| 191 | clearly helped lead to victory for Democratic Senate candidates like Abdul El-Sayed in Michigan | 在密歇根州的阿布杜勒·赛义德等民主参议院候选人中, |
| 192 | and Sherrod Brown in Ohio. | 还有俄亥俄州的雪罗德布朗 |
| 193 | Both made regulating the buildout of data centers | 二者都规范了数据中心的建设 |
| 194 | central to their campaigns. | 这是他们竞选的核心 |
| 195 | They won in spite of record campaign spending against them by tech | 他们赢了,尽管 创纪录的竞选支出 他们的技术。 |
| 196 | billionaires. | 亿万富翁. |
| 197 | Anti-tech platforms also worked in Texas where Democrat James Tallarico had called | 德克萨斯州也有反科技平台 民主党人詹姆斯·塔拉里科曾打电话 |
| 198 | for tighter regulations on data center construction. | 更严格地规范数据中心建设。 |
| 199 | The world's richest man, Elon Musk, spent more than | 全世界最富有的人 伊隆·穆斯克 花的钱超过 |
| 200 | $200 million to support his opponent. | 2亿美元支持对手. |
| 201 | Tallarico noted this in his victory speech on Tuesday night. | 塔拉里科在星期二晚上的胜利演讲中注意到了这一点. |
| 202 | We just proved that all the money in the world is no match for the people of Texas. | 我们刚刚证明,世界上所有的钱都和德州人民不匹配. |
| 203 | Allies are now on Democrats to see how they go about regulating AI and the data centers | 盟军现在在民主党内 看看他们如何管理AI和数据中心 |
| 204 | that support them. | 支持他们。 |
| 205 | Lily Jamali there. | 莉莉・贾玛莉 |
| 206 | Well, in Texas, one outgoing Republican official has | 在德克萨斯州,一位即将离任的共和党官员 |
| 207 | ambasted his own party's stance on data centers. | 掩盖了党内对数据中心的立场 |
| 208 | The states become home to the fastest growing data | 各州的数据增长最快 |
| 209 | center market in the U.S. Sid Miller told the BBC the growth needs to stop. | 美国希德·米勒的中心市场告诉BBC需要停止增长. |
| 210 | We need a moratorium on | 我们需要暂停 |
| 211 | them. | 他们。 |
| 212 | Let the legislature meet, put some guardrails around them, some oversight, some regulations | 让立法机构开会, 设置一些护卫, 一些监督,一些条例 |
| 213 | because they don't have any in Texas. | 因为他们在德州没有 |
| 214 | That's the problem. | 这就是问题所在。 |
| 215 | Taking up our best farmland, using up | 抢走我们最好的农田,用光了 |
| 216 | our water, driving up electric rates. | 我们的水,驱动电费上升。 |
| 217 | The growth needs to stop. | 增长需要停止。 |
| 218 | We're going to have over 5,000 | 5千多块 |
| 219 | in America. | 在美国。 |
| 220 | China stopped at 439. | 中国停在439号. |
| 221 | They didn't have the infrastructure to support any more of that. | 他们没有支撑这些的基础设施。 |
| 222 | And we can't support 5,000 of them. | 而且我们不能支持其中的5000人. |
| 223 | Well, let's go live to Texas now. | 好了,我们去德州直播吧 |
| 224 | Deepak Sarana是主要产品 | |
| 225 | officer and vice president at the Futurum Group, a technology research firm that deals with AI and | Futurum Group的官员和副总裁,该公司是一家技术研究公司,处理AI和A. |
| 226 | cloud computing. | 云计算. |
| 227 | Deepak, good to talk to you. | 迪帕克,很高兴和你说话。 |
| 228 | So are you worried now? | 你现在担心了? |
| 229 | Are you having to change your | 你要改变你的 |
| 230 | plans? | 计划? |
| 231 | Good morning, Sally. | 早上好,萨莉。 |
| 232 | Thank you so much for having me. | 谢谢你邀请我 |
| 233 | I don't think it stops anything. | 我不认为它会停止任何事情。 |
| 234 | I think what it does is it changes the terms. | 我认为它所做的就是改变条件。 |
| 235 | New leadership in Austin, Texas will want visible | 德克萨斯州奥斯汀市的新领导者 将希望能露面 |
| 236 | winds for residents, power bills, water, and a local say. | 给居民的风,电费,水,还有一个当地人说。 |
| 237 | But look at the size of what's at stake. | 但观其利害大小. |
| 238 | We sized the data center chip market at about 241 billion last year, heading to 1.2 trillion | 去年我们把数据中心的芯片市场 缩小到2亿2千40亿 |
| 239 | by 2030. | 在2030年之前。 |
| 240 | The U.S. market alone doubles this year from 110 billion to 218 billion. | 仅美国市场就从今年的1100亿翻了一番,达到218亿. |
| 241 | A big share of | 相当一部分 |
| 242 | that is being built in Texas. | 德克萨斯州正在建造 |
| 243 | No one walks away from that. | 没有人会离开的。 |
| 244 | Expect a negotiation, not a moratorium. | 希望谈判,而不是暂停。 |
| 245 | But is that not exactly the message we just heard, that they're saying big money does not win. | 但是,这不是我们刚刚听到的信息, 他们说大钱是不会赢的。 |
| 246 | We're | 我们是 |
| 247 | a democracy and the people of Texas have spoken and they are saying no, we do not want this at this | 德克萨斯州人民说过话,他们说不,我们不希望这样 |
| 248 | scale. | 缩放。 |
| 249 | And I think what the people of Texas have said is very much what we tell clients and what | 我认为德克萨斯州人民所说的话 就是我们告诉客户的 |
| 250 | CEOs are telling us that they're doing, which is earn the license to build. | 首席执行官告诉我们,他们正在做, 这是获得建设许可证。 |
| 251 | And there's really | 还有真的 |
| 252 | three key steps here. | 这里有三个关键步骤。 |
| 253 | One is pay your own way on the grid. | 一是用自己的方式付账 |
| 254 | Don't put your upgrade on residents' | 不要把你的升级 居民' |
| 255 | bills. | 账单。 |
| 256 | Two, bring your own power where you can. | 二,将自己的力量带给自己. |
| 257 | We expect one in three data centers to fully | 我们期望三个数据中心中有一个完全 |
| 258 | run on their own power site by 2030. | 到2030年在自己的发电站运行。 |
| 259 | And then three, you have to make the community a partner, | 第三,你必须让社区成为一个伙伴, |
| 260 | not a bystander. | 不是旁观者。 |
| 261 | Water, jobs, tax base and transparency up front. | 水、工作、税基和前面的透明度 |
| 262 | There's a lot to share. | 共诸众生. |
| 263 | However, Deepak, we understand your argument and your strategy in pushing ahead still with these | 然而,迪帕克,我们理解你的论点和策略 继续推进这些 |
| 264 | huge investments and plans for AI build out. | 大量投资 和计划 AI建立。 |
| 265 | But this will surely slow things right down. | 但这肯定会让事情放慢速度 |
| 266 | There | 那边 |
| 267 | is a lot to be said about AI and machine learning. | 关于人工智能和机器学习 还有很多话要说 |
| 268 | It's a great point, Sally. | 说得好,莎莉 |
| 269 | We surveyed about | 我们调查过 |
| 270 | 1,700 IT decision makers every quarter on where their budgets are going. | 每个季度有1 700名信息技术决策者了解其预算流向。 |
| 271 | And out of 29 technology | 在29个技术中 |
| 272 | categories, AI and machine learning had the strongest spend momentum. | 分类、人工智能和机器学习具有最强大的支出势头。 |
| 273 | So it's about three | 所以大约是三 |
| 274 | times the average of everything we track. | 乘以我们所追踪的一切的平均值。 |
| 275 | So it's slowed. | 所以减速了 |
| 276 | It's about eased three points since July. | 约解七月后三分. |
| 277 | It's cooling a touch, but not reversing. | 它在冷却触摸,但不是反转。 |
| 278 | And CEOs tell us the break is budget and power, | 首席执行官告诉我们 休息是预算和权力 |
| 279 | not appetite. | 没有胃口。 |
| 280 | Will it not be the answer to actually build somewhere else, not such a | 难道它不是答案 实际建造其他地方, 不是这样的 |
| 281 | concentration in Texas? | 集中在德克萨斯州? |
| 282 | And when I tell you somewhere else, some senior delegates at Metta | 当我告诉你别的地方, 一些资深代表梅塔 |
| 283 | were saying maybe even outside of the United States. | 可能甚至在美国以外 |
| 284 | Yeah, absolutely. | 当然 |
| 285 | I think a lot is on | 我觉得有很多事情要做 |
| 286 | the table. | 那个桌子 |
| 287 | But a lot of these plans for the data centers have been in motion now for months, | 但很多这些数据中心的计划 已经启动几个月了 |
| 288 | if not years, in Texas. | 在德克萨斯州 |
| 289 | And so addressing the data center strategy in Texas is going to be | 德克萨斯州的数据中心策略 |
| 290 | first and foremost for this new administration. | 首先为这个新政府服务。 |
| 291 | Okay. | 摆 |
| 292 | 富图鲁姆集团的Deepak Suryana | |
| 293 | it's really good to get your take on that story. | 很高兴你能接受这个故事 |
| 294 | Still to come. | 还来么. |
| 295 | Going out with a bang. | 与一棒而出. |
| 296 | Should the | 应否 |
| 297 | fireworks be restricted further in the UK? | 烟花在英国被进一步限制? |
| 298 | We weigh up the arguments as we remember the 5th of | 我们重磅的论点,因为我们记得 |
| 299 | 十一月 November. | |
| 300 | Around the world and across the UK, this is BBC News. | 环游世界和整个英国,这是英国广播公司新闻。 |
| 301 | 今天你和BBC的Business合作过 | |
| 302 | News. | 新闻. |
| 303 | Now let's head to Japan, where the world's biggest vehicle maker, Toyota, has just revealed | 现在我们去日本吧 世界上最大的车辆制造商丰田刚透露 |
| 304 | its latest profits news, showing its first profits gain in six quarters, up nearly a third. | 它最新的利润消息,显示它的首次利润收益 在6/4,上升近三分之一。 |
| 305 | A lot of that's thanks to a much weaker yang, but also there's been strong demand for its hybrid | 这多亏了更弱的阴阳 但也强烈要求它的混合体 |
| 306 | vehicles that offset falling sales in China and the Middle East. | 抵消中国和中东销量下降的车辆。 |
| 307 | In China, the surge in EV sales | 在中国,EV销量激增 |
| 308 | has hit Toyota's hybrid heavy offerings, but that might be set to change as the firm prepares to | 丰田的混合重物被击中 但随着公司准备 |
| 309 | 明年推出电动Corolla, | |
| 310 | Well, | 那个 |
| 311 | 我们去找BMI的汽车和基础设施研究部主任Anna-Marie Baysden谈谈 | |
| 312 | a Fitch Solutions company. | a 惠誉解决方案公司。 |
| 313 | Anna-Marie, good to see you. | 安娜 -玛丽,很高兴见到你。 |
| 314 | Morning, Sally. | 早上好,萨莉。 |
| 315 | So this is good news, | 所以这是好消息, |
| 316 | isn't it, from Toyota today? | 是不是,今天丰田来的? |
| 317 | It is. | 没错 |
| 318 | I would say it's a mixed bag, though, actually. | 但我会说这是一个混合的袋子,其实。 |
| 319 | Definitely | 当然 |
| 320 | positive to see that profit, as you said. | 正如你说的,看到利润是积极的 |
| 321 | That's been a long time coming and certainly some of | 好久不见 肯定有些 |
| 322 | their costs are under control. | 他们的费用已经控制住了。 |
| 323 | We expect they're still going to be concerned, though, about those | 我们期望他们仍然会关注这些 |
| 324 | dips in sales in their key markets, such as China and the Middle East. | 在中国和中东等关键市场销售量下降。 |
| 325 | You know, on the one hand, | 你知道,一方面, |
| 326 | China, they can at least try and do something about that. | 中国,他们至少可以做点什么 |
| 327 | Middle East, that's very much out | 中东,这是非常出来的 |
| 328 | of their control. | 他们的控制权。 |
| 329 | So, yes, absolutely step in the right direction. | 所以,是的,绝对是朝着正确的方向前进。 |
| 330 | They've started getting some of | 他们开始得到一些 |
| 331 | their costs under control more, but that will be a concern. | 他们的费用受到更多的控制,但这将是一个令人关切的问题。 |
| 332 | And talking about China and the Middle | 谈论中国和中原 |
| 333 | East, am I right to assume China is struggling because of, obviously, all the homegrown Chinese | 东,我是否应该假设中国在挣扎 因为,很明显,所有的中国土生土长 |
| 334 | brands, which are huge and taking enormous ground and cheaper than Toyota, probably? | 可能比丰田还便宜? |
| 335 | Middle East, is it to do with the conflict in the Gulf and that's a temporary situation? | 中东,这是否与海湾的冲突有关,而这是暂时的局面? |
| 336 | Yes. | 对 |
| 337 | So China facing a lot of the same kind of issues as their rivals in that, as you said, | 因此,中国面临着很多与对手相同的问题, 正如你说的, |
| 338 | domestic brands are just dominating that market. | 国内品牌正主宰着这个市场。 |
| 339 | It's very difficult to be competitive. | 竞争非常困难. |
| 340 | Also, | 还有, |
| 341 | they don't have as many EVs in their portfolio. | 他们的组合中没有那么多EV. |
| 342 | As you said, they're very hybrid heavy. | 正如你说的,它们非常杂交重。 |
| 343 | They've | 他们已经 |
| 344 | taken more of a mixed powertrain approach. | 更多的是混合动力列车方法。 |
| 345 | So they're struggling in a market which is very | 所以他们正在一个非常 |
| 346 | heavy on EVs. | 对EV重磅。 |
| 347 | In the Middle East, a lot of the Asian brands, particularly Japanese brands, | 在中东,许多亚洲品牌,特别是日本品牌, |
| 348 | have struggled with the closure of the straight-up Hormuz. | 与关闭 直升霍尔木兹。 |
| 349 | They were very big in the Middle East. | 它们在中东非常大。 |
| 350 | Toyota was the biggest brand in the Middle East. | 丰田是中东最大的品牌. |
| 351 | But at the moment, it can't get those vehicles | 但现在,它不能得到这些车辆 |
| 352 | there to sell. | 那里卖。 |
| 353 | And so, yes, that very much depends on how the war plays out. | 所以,是的,这在很大程度上取决于战争是如何进行的。 |
| 354 | And when it comes to the unveiling of its electric Corolla next year, could that be, | 当明年它电动Corolla的揭幕时, 可能是, |
| 355 | I wouldn't say a game changer that's over-egging it, but could that give Toyota quite a big boost? | 我不会说一个游戏的改变者 过度地看待它, 但能给丰田一个很大的推动吗? |
| 356 | And also tell us, is it going to be made in China? | 并告诉我们,它会不会在中国制造? |
| 357 | So it certainly will give them a foot in a market where they haven't really been able to compete | 因此,它肯定会给他们一脚 在市场上 他们还没有真正能够竞争 |
| 358 | before. | 之前,我刚说 |
| 359 | Whether it will make a dent in the market remains to be seen. | 它是否会在市场上出现凹陷,尚有待观察. |
| 360 | As I said, those local brands | 就像我说的 那些本地品牌 |
| 361 | are still very dominant. | 仍然占据主导地位。 |
| 362 | And they do have partnerships in China to be able to do that, | 他们在中国确实有合作关系 能够做到这一点, |
| 363 | as many of their rivals have, you know, build local for the local market. | 正如他们的许多对手,你知道的, 建设当地市场。 |
| 364 | So it could at least | 这样至少可以 |
| 365 | help them to get more of a foothold. | 帮助他们获得更多的立足点。 |
| 366 | And just quickly, Anna-Marie, you know, | 快点,安娜玛丽,你知道的, |
| 367 | when we look at this outcome of the US midterm elections, what are your thoughts for the car | 当我们看看美国中期选举的结果 你对这辆车有什么想法 |
| 368 | sector? | 部门? |
| 369 | Because the car industry has been hit so hard by Trump's tariffs on so many levels. | 因为汽车工业受到特朗普如此多层次关税的沉重打击. |
| 370 | I mean, | 我是说... |
| 371 | could this get better, maybe? | 这样会更好吗? |
| 372 | I think it's going to be a matter of time. | 以是因缘故. |
| 373 | You know, I think as some | 你知道,我认为作为一些 |
| 374 | of the previous guests have said, it's still a Trump administration. | 之前的客人说,它仍然是特朗普政府。 |
| 375 | So we can't expect things | 所以我们无法预料 |
| 376 | to change overnight in terms of some of the bigger policies. | 在一些更大的政策方面一夜之间改变。 |
| 377 | We don't necessarily see a change. | 我们不一定看到变化。 |
| 378 | But | 不过 |
| 379 | maybe over the long term, we might see some negotiations around things like tariffs and | 也许从长远来看,我们可能会看到一些 围绕诸如关税之类的谈判 |
| 380 | those other policies. | 那些其他政策。 |
| 381 | But it might take time. | 但可能需要时间 |
| 382 | Indeed. | 没错 |
| 383 | Anna -Marie Basin 再次感谢你 | |
| 384 | Good | 不错 |
| 385 | to see you. | 见到你。 |
| 386 | Thank you. | 谢谢 |
| 387 | Now, it is Guy Fawkes night or fireworks night here in the UK, | 现在,这是Guy Fawkes夜 或烟花夜 在英国, |
| 388 | with celebrations likely to continue in the days ahead and further fireworks for Diwali, | 未来的日子里可能继续庆祝 迪瓦利的烟火会继续 |
| 389 | of course, which is on Sunday. | 当然,这是星期天。 |
| 390 | So behind the scenes, the fireworks industry is facing rising | 在幕后,烟花工业正面临崛起 |
| 391 | costs and supply chain issues. | 成本和供应链问题。 |
| 392 | Also, the government's recently opened up a consultation to consider | 另外,政府最近开始磋商,考虑 |
| 393 | further restrictions on the sale and use of fireworks. | 进一步限制烟花爆竹的销售和使用。 |
| 394 | That's in response to growing public | 这是针对公众的成长 |
| 395 | concern over noise pollution, animal welfare and antisocial behaviour. | 关注噪音污染、动物福利和反社会行为。 |
| 396 | Well, Andy Hubbell is | 安迪・赫伯尔是 |
| 397 | managing director of Star Fireworks, also speaks for the British Fireworks Association. | 星火公司(Star Fireworks)总经理,也代表英国烟火协会发言. |
| 398 | Andy, | 瓆 |
| 399 | welcome to BBC News. | 欢迎光临英国广播公司新闻 |
| 400 | Andy, can you hear us? | 安迪,你能听到我们说话吗? |
| 401 | Good. | 不错 |
| 402 | I'm glad you can hear us. | 我很高兴你能听到我们。 |
| 403 | Now, it comes around | 现在,它来了 |
| 404 | every year, the debate about fireworks, those who dread them, perhaps who've got pets who are | 每年,关于烟花的辩论, 那些害怕他们的人, 也许谁有宠物谁是 |
| 405 | having a terrible time for days and then those who love them. | 和那些爱他们的人在一起 |
| 406 | What do you think might happen with | 你觉得会发生什么 |
| 407 | regards to this government consultation? | 关于这次政府磋商? |
| 408 | Well, there's 20 million people who enjoy celebrating | 有两千万人喜欢庆祝 |
| 409 | with fireworks in the UK. | 在英国有烟花 |
| 410 | There will be so many people enjoying in their back gardens tonight | 今晚会有这么多人在后花园里享受 |
| 411 | and over the coming days. | 未来的日子里 |
| 412 | So we think that any action taken by the government needs to be | 因此,我们认为政府采取的任何行动都必须是: |
| 413 | evidence-based and led by that, not to upset people or stop people enjoying fireworks, | 基于证据,并以此为首, 不让人心烦意乱 或阻止人们享受烟花, |
| 414 | whether that's at home or organised events. | 不管是在家里还是组织的活动 |
| 415 | But remember that things like organised fireworks | 记得有组织烟火之类的事 |
| 416 | displays over the coming days, they're raising huge amounts of money for charity. | 未来的日子里 他们为慈善募集了大量的资金 |
| 417 | And so it's | 所以这是 |
| 418 | not just one thing. | 不仅仅是一件事。 |
| 419 | We need to consider, and what the British Fireworks Association promotes | 我们需要考虑 英国烟火协会提倡什么 |
| 420 | is responsible use. | 是负责任的使用。 |
| 421 | And we want to work with the government and certainly encouraging people | 我们想与政府合作,肯定鼓励人们 |
| 422 | to use that and working with a jointly funded campaign paid for by industry and government | * 与工业和政府共同资助的运动合作; |
| 423 | to promote safe use and tell people how to enjoy fireworks responsibly. | 促进安全使用,并告诉人们如何负责任地享受烟花爆竹。 |
| 424 | One of the things the | 其中一个是 |
| 425 | government is considering in this consultation is reducing the noise levels, turning the volume | 政府考虑减少噪音, |
| 426 | down. | 下来 |
| 427 | Is that not a good compromise? | 这不是一个很好的妥协吗? |
| 428 | I think one of the problems with turning the noise down is | 我认为一个问题 关闭噪音 |
| 429 | that it's not necessarily a popular thing. | 说它不一定是一个流行的东西。 |
| 430 | There are still people that really enjoy the fireworks. | 仍有人真正喜欢烟花 |
| 431 | I'm not talking about fireworks that specifically go bang, but just have noise associated when they | 我不是在谈论烟花 具体地说,只是有噪音 当他们 |
| 432 | function or when they burst. | 函数或当它们破裂时。 |
| 433 | So there is a real risk that if you were to reduce the net level to | 因此,有一个真正的风险,如果你 要将净水平降低到 |
| 434 | too low, that there will still be a demand out there and people will just look for alternative | 太低了,外面还有需求 人们会寻找其他选择 |
| 435 | sources and you could create an illegal market. | 源头和你可以 创建一个非法市场。 |
| 436 | There are countries around the world where | 全世界都有国家 |
| 437 | fireworks are completely banned for sale to the public, but there are huge illegal markets at the | 烟花被完全禁止 向公众出售, 但有巨大的非法市场 |
| 438 | moment. | 等会儿 |
| 439 | We've got a controlled situation where enforcers are able to oversee the products. | 我们有一个控制状况 执行者可以监督产品。 |
| 440 | The | 那个 |
| 441 | products conform to specifications. | 产品符合规格。 |
| 442 | We limit the different types of fireworks. | 我们限制不同类型的烟花。 |
| 443 | The industry banned | 行业被禁止 |
| 444 | bangers and air bombs and mini rockets over 30 years ago. | 30多年前的轰炸机 空投炸弹和微型火箭 |
| 445 | And if we introduce an illegal market, | 如果我们推出一个非法市场, |
| 446 | then you could get online sales, you could get white vans. | 然后你可以在网上销售, 你可以得到白色的面包车。 |
| 447 | And that's not something that we want | 这不是我们想要的 |
| 448 | to see in the UK where we do currently have a controlled situation. | 在英国,我们确实有 控制的情况。 |
| 449 | And talking of the industry | 谈论这个行业 |
| 450 | itself, it's been quite tough, hasn't it? | 它本身,它一直相当艰难,不是吗? |
| 451 | For lots of reasons. | 为种种故. |
| 452 | There was a fatal factory explosion | 工厂发生爆炸 |
| 453 | in China in May. | 5月在中国。 |
| 454 | So many fireworks producers in China had to just shut down as a consequence. | 因此,中国许多烟花生产厂家不得不关闭。 |
| 455 | Also, you've got extremely expensive to get fireworks from Asia to here because of | 还有,你从亚洲到这里的烟花非常昂贵 |
| 456 | freight costs climbing, partly because of the situation in the Middle East. | 运费攀升,部分原因是中东局势。 |
| 457 | How are you | 你好吗 |
| 458 | coping at your business with all of this? | 处理你的生意 这一切? |
| 459 | It's been very difficult with the firework | 烟火很难熬 |
| 460 | explosion. | 爆炸声。 |
| 461 | It was a particularly serious one at a factory that made a lot of fireworks, | 在一个制造很多烟花的工厂里 是一个特别严重的工厂 |
| 462 | including for the UK market. | 包括英国市场。 |
| 463 | One of the things that we are seeing is that that factory closures | 我们所看到的一件事 就是工厂关闭 |
| 464 | have been quite extensive and some of the factories are only just reopening and many | 有些工厂只是刚刚重新开业,很多工厂 |
| 465 | are still closed because they need to undertake building works to ensure compliance. | 仍然关闭,因为他们需要建筑工程以确保遵守。 |
| 466 | And that's | 这是 |
| 467 | resulted in delays to products. | 造成产品延误。 |
| 468 | 英国也有Guy Fawkes的产品到期. | |
| 469 | They're actually hovering in boats around at the moment outside of UK waters waiting to land. | 它们在英国水域外的船上徘徊 等待着降落 |
| 470 | They're going to land late. | 他们要降落很晚 |
| 471 | But there are enough fireworks in the UK. | 但是在英国烟火已经够多了 |
| 472 | It's just that in some cases | 只是在某些情况下 |
| 473 | that people are having to perhaps change what they would have ordered normally. | 人们可能不得不改变 他们原本会命令的。 |
| 474 | Our company, | 我们的公司, |
| 475 | we've generally been OK. We hedged, we have stock and we've been able to weather the storm | 我们一般都很好。 我们用树篱套住,我们有股票 并且能够渡过风暴 |
| 476 | so far. | 目前为止 |
| 477 | But yeah, there have been a lot of delays. | 但是,是的,已经有很多拖延。 |
| 478 | All right. | 好吧,我们走。 |
| 479 | Andy Hubbell 我们得离开这 | |
| 480 | there. | 这里 |
| 481 | But thanks for getting up so early and talking to us on the programme. | 但是谢谢你这么早起床 和我们谈论节目。 |
| 482 | Thank you too | 谢谢 |
| 483 | for your company. | 为你的公司。 |
| 484 | I'll see you soon. | 后见. |
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