Wed, 19 Mar 2025 15:00:43 GMT
在这篇文章中，英伟达（NVDA）的CEO黄仁勋对特朗普总统关税政策的负面影响持淡化态度，认为短期内不会造成重大损害。他表示，尽管特朗普对美国的三大贸易伙伴实施了关税，引发了墨西哥、加拿大和中国的即时回应，但英伟达正积极在美国进行建设，并与其合作伙伴如台积电、富士康和纬创合作，推动制造业回流美国。黄仁勋在CNBC的”Squawk on the Street”采访中强调，AI是未来每个行业的基础和操作系统，英伟达对此充满热情。
特朗普的关税政策，包括对设置贸易壁垒的国家实施全面“互惠关税”，计划于4月2日生效。黄仁勋表示，英伟达正与台积电合作，为在美国制造芯片做准备，并认为长期来看，制造业回流美国是非常可行的。
尽管英伟达股价自1月的历史高点下跌超过20%，部分原因是中国AI实验室深度求索（DeepSeek）引发的担忧，即企业可能以更低的基础设施成本获得更高的AI性能，但黄仁勋反驳了这一观点，指出深度求索推广的推理模型将需要更多芯片。
英伟达设计和制造对AI热潮至关重要的图形处理单元，但由于拜登政府末期加强的出口管制，其在中国的业务受到限制。黄仁勋此前表示，由于出口限制，公司在中国市场的收入比例已下降约一半，并提到在中国还面临来自华为等其他竞争压力。
原文链接：https://www.cnbc.com/2025/03/19/nvidia-ceo-jensen-huang-says-tariff-impact-wont-be-meaningful-in-the-near-term.html
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雅诗兰黛如何迷失方向
Estée Lauder was once the most prestigious cosmetics company in the world. But in recent years, it has been struggling to keep up with the competition. The company has been slow to adapt to changing consumer preferences, and its once-innovative products have become stale. As a result, Estée Lauder has lost market share to newer, more agile competitors.
雅诗兰黛曾是全球最负盛名的化妆品公司。但近年来，它一直在努力跟上竞争的步伐。该公司在适应不断变化的消费者偏好方面行动迟缓，其曾经创新的产品也变得陈旧。因此，雅诗兰黛的市场份额被更新、更灵活的竞争对手夺走。
One of the biggest challenges facing Estée Lauder is the rise of indie beauty brands. These smaller, more nimble companies have been able to quickly respond to changing trends and offer products that appeal to younger consumers. Estée Lauder, on the other hand, has been slow to embrace new trends and has struggled to connect with younger audiences.
雅诗兰黛面临的最大挑战之一是独立美容品牌的崛起。这些规模较小、更灵活的公司能够迅速应对不断变化的趋势，并提供吸引年轻消费者的产品。而雅诗兰黛在拥抱新趋势方面行动迟缓，难以与年轻受众建立联系。
Another issue for Estée Lauder is its reliance on department stores. As more consumers shift their shopping habits online, the company has been slow to adapt. Its competitors, such as Sephora and Ulta, have been able to capitalize on the shift to e-commerce, while Estée Lauder has lagged behind.
雅诗兰黛的另一个问题是对百货商店的依赖。随着越来越多的消费者将购物习惯转向线上，该公司在适应方面行动迟缓。其竞争对手，如丝芙兰和Ulta，已经能够利用向电子商务的转变，而雅诗兰黛则落后了。
To regain its footing, Estée Lauder will need to make significant changes. The company will need to invest in new product development, embrace new trends, and find ways to connect with younger consumers. It will also need to rethink its distribution strategy and find ways to better compete in the e-commerce space. Only then can Estée Lauder hope to regain its position as a leader in the cosmetics industry.
要重新站稳脚跟，雅诗兰黛需要进行重大变革。该公司需要投资于新产品开发，拥抱新趋势，并找到与年轻消费者建立联系的方法。它还需要重新考虑其分销策略，并找到在电子商务领域更好地竞争的方法。只有这样，雅诗兰黛才有希望重新成为化妆品行业的领导者。
由 jpichiban