IT

Search documents
特朗普再出重拳!H-1B签证费飙涨冲击科技行业,美股期货下跌
智通财经网· 2025-09-22 00:16
智通财经APP获悉,美国股指期货周一小幅下跌,原因是交易员们在评估H-1B技术工人签证申请费大幅上 涨对科技行业的影响。 标普500指数和纳斯达克100指数期货早盘均下跌0.1%,美元持稳。亚洲股市本周开盘或将涨跌互现,澳大 利亚和日本期货合约收高,而香港期货合约则下跌。 据悉,美国总统唐纳德·特朗普上周五在白宫签署公告,以企业"滥用"H-1B签证项目为由,宣布将该类签证 费用提高至每年10万美元。此举令长期依赖该签证制度来招募全球人才的公司感到不安,尤其是在以高科 技产业为主的加利福尼亚州,那里的企业需要熟练的计算机程序员、数据分析师和工程师。 这一举措可能给全球股市注入新的不确定性,此前股市已创下历史新高。印度及其规模达2800亿美元的IT 行业可能面临最大压力。 大宗商品方面,由于特朗普再次呼吁欧洲国家停止购买俄罗斯石油以终结俄乌战争,油价小幅上涨。黄金 价格也小幅上涨。 全球股市上周收于历史新高 IG 驻悉尼分析师Tony Sycamore表示,"很难说这不是针对印度。" 此外,澳洲联储主席米歇尔·布尔科克将于周一在澳大利亚议会发表半年度证词。焦点将集中在澳洲联储明 年是否会降息的迹象上,此前公布的就 ...
特朗普签了,10万美元/人!关税冲击加大,中国再减美债257亿美元
Sou Hu Cai Jing· 2025-09-21 17:58
Group 1: H-1B Visa Policy Changes - The Trump administration has signed an executive order significantly increasing the annual fee for H-1B visa applicants to $100,000, raising the entry barrier for foreign skilled workers [1][5] - The H-1B visa is crucial for attracting global talent, particularly in the tech industry, where companies like Google, Microsoft, and Amazon rely heavily on it to recruit foreign professionals [3][5] - The new policy aims to address the alleged abuse of the H-1B program by companies using cheaper foreign labor to replace American workers, which is claimed to harm the U.S. economy and national security [5][7] Group 2: Impact on Tech Companies - The increased visa fees may lead to significantly higher labor costs for U.S. tech companies, potentially prompting them to relocate research and development operations to countries with lower labor costs, such as India and Ireland [8][11] - Critics argue that the policy could backfire, making it more difficult for U.S. tech firms to attract talent and potentially stifling innovation within the industry [7][11] Group 3: Gold Market Reactions - The U.S. has implemented a 39% tariff on Swiss goods, severely impacting Swiss gold exports to the U.S., which plummeted from over 30 tons to just 0.3 tons, a drop of over 99% [13][15] - This sudden halt in gold exports has created challenges for U.S. gold traders, who are now seeking alternative sources, but other countries like Canada and the UK cannot meet the demand [17] Group 4: China's U.S. Treasury Holdings - China has reduced its holdings of U.S. Treasury bonds by $25.7 billion, bringing its total to $730.7 billion, the lowest level since 2009 [19][21] - This trend of reduction has been ongoing since 2022, with significant decreases in holdings each year, which could lead to increased U.S. Treasury yields and higher borrowing costs for the U.S. government [21][24] - The decline in Chinese holdings may also weaken the dollar's international standing and create instability in global financial markets, affecting capital flows and exchange rates in emerging markets [24][26][27]
Forget Perfection, Prioritize Speed: The 'Spray and Pray' Strategy That Finally This Job Seeker Landed An IT Job
Yahoo Finance· 2025-09-20 19:01
Group 1 - The core strategy for job searching has shifted from perfection to speed, with a focus on applying quickly rather than customizing resumes for each application [1][2][3] - The advice from a recruiter highlighted that companies often shortlist candidates from the first five to ten resumes they review, emphasizing the importance of being among the first applicants [3][4] - The job seeker adopted a day trader mentality, refreshing job search pages frequently and applying only to jobs posted within the last 24 hours to maximize chances of being noticed [4][5] Group 2 - The use of LinkedIn's "Easy Apply" feature was prioritized to streamline the application process and save time [5] - The job seeker maintained a dual-monitor setup to monitor job alerts and search terms simultaneously, enhancing their efficiency [5] - A controversial aspect of the strategy involved using three sets of resumes without extensive customization, allowing for rapid applications as opportunities arose [6]
Donald Trump's H-1B visa order: Infosys, Wipro take a hit; here's how Indian stock markets will be impacted
DNA India· 2025-09-20 13:58
Group 1 - Trump's immigration clampdown includes a significant increase in the H-1B visa application fee to USD 100,000, impacting Indian tech firms heavily [1][2][4] - Indian tech companies, particularly Infosys and Wipro, experienced a decline in their American Depository Receipts (ADRs) following the announcement, with Infosys down 3.41% and Wipro down 2.10% on the NYSE [3][4] - The H-1B visa is crucial for Indian tech firms as it allows them to hire skilled foreign professionals, and the increased fees are expected to adversely affect their operations in the US [4] Group 2 - Cognizant, a US tech firm with significant operations in India, saw its ADRs drop by 4.75% in response to the visa fee increase [3] - Tata Consultancy Services (TCS), India's largest IT firm, has not yet faced market repercussions as it does not have an ADR listing in the US, but the overall impact on Indian markets will become clearer when trading resumes [4] - The visa fee hike is anticipated to negatively influence the stock performance of Indian tech companies when the Indian markets open [2][3]
特朗普扔出H-1B“炸弹”:企业急拦员工出境,返美机票价格大涨
Di Yi Cai Jing· 2025-09-20 06:06
多家美国高校、科技大厂在当地时间周五晚10点后给员工发送了紧急邮件,要求国际员工不要离境美 国。 当地时间19日,白宫发布的一则关于H-1B签证公告震动了各大企业和留学生群体。 公告的核心大意在于,雇主在为一个在美国境外的外籍人士提交H-1B申请之前,必须获得并保留证明 他们已支付10万美元的文件,否则将无法入境。 但是,众多已在美国境内工作的H-1B签证持有者也惴惴不安。一位H-1B签证持有者对第一财经称:"这 实际上就是'H-1B旅行禁令'。如果签证持有者离开美国后再次入境时,大概率每次每人也需要雇主支付 10万美元。中国人的H-1B签证是一年过期一次,如果你一直在美国境内待着不出去,那就不需要从境 外进入美国,雇主也不需要支付10万美元,但若要旅行、出差或探亲,则每年需要重新签证,入境时则 必须支付10万美元。" 在美国工作的华人和留学生群体瞬间炸开了锅。一位回国探亲的网友表示:"已经紧急改签了今日的航 班,希望能赶上10万美元生效前的最后一班飞美国的直飞航班。" 由于事发突然,更有网友表示:"先订一班飞往夏威夷的航班,尽快赶回美国境内后再想办法转机。"数 据显示,若从上海飞往美国,最近的美国属地州就是 ...
徐直军:华为对于为人工智能提供充裕算力充满信心
Sou Hu Cai Jing· 2025-09-18 22:16
徐直军表示,基于全球最强算力的超节点和集群,华为对于为人工智能的长期快速发展提供可持续且充 裕算力,充满信心。 IT之家 9 月 18 日消息,今日,华为全联接大会 2025 在上海启幕,华为副董事长、轮值董事长徐直军发 表题为"以开创的超节点互联技术,引领 AI 基础设施新范式"的主题演讲,正式发布全球最强算力超节 点和集群。 徐直军指出:"算力过去是,未来也将继续是人工智能的关键,更是中国人工智能的关键,"并再次强 调:"基于中国可获得的芯片制造工艺,华为努力打造'超节点 + 集群'算力解决方案,来满足持续增长 的算力需求。" 徐直军认为,超节点在物理上由多台机器组成,但逻辑上以一台机器学习、思考、推理。华为发布了最 新超节点产品 Atlas 950 SuperPoD 和 Atlas 960 SuperPoD 超节点,分别支持 8192 及 15488 张昇腾卡,在 卡规模、总算力、内存容量、互联带宽等关键指标上全面领先,在未来多年都将是全球最强算力的超节 点。基于超节点,华为同时发布了全球最强超节点集群,分别是 Atlas 950 SuperCluster 和 Atlas 960 SuperCluste ...
Omdia:中国财富500强的企业中正在部署或已经使用GenAI技术达到74.6%
智通财经网· 2025-09-18 06:59
Group 1 - The adoption rate of GenAI technology among China's Fortune 500 companies has reached 74.6%, driven by full-stack solutions from GenAI cloud giants and the rise of open-source models and tools [1] - Leading GenAI providers in China include Alibaba Cloud and DeepSeek, serving 40% and 38% of Fortune 500 companies respectively, with a trend towards multi-vendor strategies where companies use an average of 2.1 GenAI suppliers [1] - Open-source models play a crucial role in the rise of GenAI in China, providing openness, transparency, customization, and flexibility for rapid deployment of large models [1] Group 2 - Adoption rates of GenAI vary significantly across industries, with 100% in telecommunications, automotive, and IT, 90% in financial services, and 80% in manufacturing, influenced by digital infrastructure maturity and regulatory environments [2] - Companies are actively applying GenAI in various scenarios, including enhancing employee productivity, customer service, sales and marketing, and process optimization, with notable examples such as NIO generating 30% of its software code through GenAI [2] - In customer service, companies like FAW Group improved query resolution rates from 37% to 84% using GenAI, while Ctrip saved 10,000 work hours daily through virtual assistants [2] Group 3 - By 2025, the largest verticals for GenAI software revenue in China will be IT, healthcare, retail, consumer, and professional services, with continued growth expected through 2029 [3] - Conversational tools are anticipated to be the most popular use case in the coming years due to the availability of language and text data and the maturity of language processing [3] - Companies are encouraged to ensure that GenAI deployments provide a return on investment while prioritizing trustworthy, secure, and robust solutions, and many are beginning to embrace the benefits of agent-based AI [3]
紫光股份20250917
2025-09-17 14:59
Summary of Unisplendour Corporation's Conference Call Company Overview - **Company**: Unisplendour Corporation (紫光股份) - **Core Subsidiaries**: Unisplendour Cloud (紫光云), New H3C (新华三), Unisplendour Digital (紫光数码), Unisplendour Software (紫光软件), Unisplendour Western Data (紫光西部数据) [5][9] Financial Performance - **2025 H1 Revenue**: 47.425 billion CNY, up 24.96% YoY [2][6] - **Net Profit**: 1.041 billion CNY, up 4% YoY; Non-recurring net profit: 1.118 billion CNY, up 25.10% YoY [2][6] - **New H3C Revenue**: 36.4 billion CNY, up 37.7% YoY [2][6] - **Gross Margin**: Maintained around 20% since 2019; ICT infrastructure business gross margin between 20%-30% [7] Market Position and Strategy - **New H3C's Market Share**: Second only to Huawei in the switch market; ranked sixth globally in Q3 2023 [11] - **Product Focus**: Primarily 400G switches, with future plans for 800G, liquid-cooled switches, silicon photonic switches, and CPU switches [2][3] - **International Expansion**: Established 22 overseas subsidiaries covering over 180 countries; launched sub-brand Anomic to target overseas SMB market [8] Technological Innovations - **New Product Launches**: Uni-Power supercomputing nodes and DDC architecture solutions; 800G switch domestic production rate exceeds 95% [12] - **AI Development**: Continued benefits from AI advancements in servers, GPUs, and supercomputing nodes; participation in major cloud projects [13] Future Outlook - **Market Trends**: Anticipated easing of US-China tensions may lift sales restrictions, boosting domestic chip production and supply [3] - **Unisplendour Cloud**: Ranked third in the government cloud market with a 13.8% market share; expected to turn profitable soon [14] - **Unisplendour Digital**: Revenue of 22.784 billion CNY in 2023, with plans to expand ICT distribution business [15] Investment Opportunities - **Super Point Strategy**: Transitioning from simple assembly to higher value-added products, enhancing the value chain in servers and switches [2][3] - **Equity Stake**: Unisplendour holds a 19% preferential purchase right in New H3C, with options to exercise or forgo this right [4]
Apple, Dell, others in focus as Bernstein sees AI providing long-term benefits (AAPL:NASDAQ)
Seeking Alpha· 2025-09-16 12:42
Group 1 - Near-term concerns regarding an AI-bubble exist, but long-term benefits from artificial intelligence are anticipated for the IT sector [1] - Companies such as Apple, Dell Technologies, and HP Enterprise are highlighted as key players in the IT industry [1]
ASUS Listed on TIME’s World’s Best Companies 2025 for the Second Time
Globenewswire· 2025-09-11 16:26
Core Insights - ASUS has been recognized for the second time in TIME magazine's list of the World's Best Companies, highlighting its performance in employee satisfaction, revenue growth, and sustainability practices [3][4][7] - The ranking emphasizes the importance of companies that lead with responsibility and resilience, providing insights into modern corporate success [4][9] Employee Satisfaction - ASUS's inclusion in the ranking reflects its commitment to fostering a great workplace and driving employee satisfaction through an employee-centric approach [5][7] - The evaluation of employee satisfaction was based on respondents' willingness to recommend their employer and satisfaction with work-related factors [9] Revenue Growth - The recognition also underscores ASUS's strong revenue growth, which was assessed through both relative and absolute growth metrics [9] - This financial performance is a key indicator of the company's overall success and stability in the market [9] Sustainability Practices - ASUS is acknowledged for its robust Environmental, Social, and Governance (ESG) practices, which include efforts towards sustainability and transparency [4][9] - The company aims to achieve a Net Zero goal by 2050, integrating responsible practices across its operations and growth strategies [5][7] Global Recognition - In addition to TIME's recognition, ASUS has received accolades from other esteemed organizations, including being named one of Newsweek's World's Most Trustworthy Companies and Fortune's World's Most Admired Companies [8] - These achievements validate ASUS's vision of becoming a leading technology enterprise in the digital era [8][11]