萧易：华裔在全球半导体行业的崛起（上）
3月12日，英特尔宣布任命陈立武（Lip-Bu Tan）为首席执行官（CEO），这位57年来首位华裔掌门人的上任，标志着一个历史性转折——美国三大芯片巨头英特尔（陈立武）、英伟达（黄仁勋）、AMD（苏姿丰）均由华裔执掌。
这三家公司是美国科技产业的重要支柱，占据了全球x86芯片和GPU市场80%以上份额，华裔的集中掌舵不仅是个人职业发展成功的象征，华裔CEO更可能通过加速先进制程竞争，推动美国内部技术整合与分工，重塑全球芯片产业格局。本文将深入探讨华裔崛起的原因及其对全球半导体行业的深远影响。
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A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
The cloud-based messaging platform is also adding Anonymous Group Admins feature. As per Telegram, this feature is being introduced for safer protests. As per the Telegram blog post, users can “Toggle Remain Anonymous in Admin rights to enable Batman mode. The anonymized admin will be hidden in the list of group members, and their messages in the chat will be signed with the group name, similar to channel posts.”
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