Rachel Yeo
Breaking News Reporter at Bloomberg News
Breaking News for @business / @TheTerminal in Hong Kong. Previously @SCMPnews and @WSJ. Views are my own.
Articles
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3 weeks ago |
hk.news.yahoo.com | Rachel Yeo
【彭博】-- 在美國總統唐納德· 川普揮出關稅大刀的時候，中國的企業並不以為意。 他們不遺余力地安撫投資者，宣揚自己抵禦關稅風險的能力 —— 底氣來自從川普第一次貿易戰中吸取了經驗，以及業務在美國的敞口終歸沒多大。 滙豐前海證券研究主管Steven Sun稱，海外營收僅占A股上市公司總營收的10%-15%，占中國基準指數滬深300成份股公司總收入的近12%。「具體到美國市場營收，在後者中的占比還不到2%。」 這意味著，關稅對A股公司盈利的影響從根本上來說就會很有限。「中國的出口對美國市場的依賴程度沒有以前那麼高了，」Sun表示。其指出，2018年美國市場在中國總出口中的占比在20%左右，而目前約為14%。 根據彭博新聞社對4月和5月公司電話會議記錄和備案文件的分析，中國的企業還強調了供應鏈的調整，並在加倍投資研發以促進成長。 蘋果公司的一家大供應商立訊精密告訴股東，自2018年開打貿易戰以來，出口到美國的產品就不再在中國生產了。...
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3 weeks ago |
news.bloombergtax.com | Rachel Yeo
XYour Choices Regarding Cookies and IdentifiersWe and our 150 third party partners use cookies and similar technologies ("Cookies") and hashed identifiers (e.g., a hashed version of your name, email address or phone number) to help us identify you on our site and third-party sites and to process certain information, such as your IP address and digital identifiers, to analyze site usage and provide you with relevant advertisements and content.
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3 weeks ago |
bloomberg.com | Rachel Yeo
Gantry cranes and a container ship at the Yangshan Deepwater Port in Shanghai. (Bloomberg) -- When US President Donald Trump took aim at China with record tariffs, the country’s firms shrugged it off. Corporate China has since gone out of its way to assuage investors and tout its ability to weather tariff risks, citing experiences from Trump’s first administration and that their businesses ultimately aren’t that exposed to the US.
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3 weeks ago |
flipboard.com | Rachel Yeo
Tesla Employees Startled by Elon Musk's Confusion When He Returned to TeslaWelcome back. As Tesla slowly rotted from the inside over the past year or so, big name investors and higher-ups publicly signaled their frustration …
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3 weeks ago |
bloomberg.com | Rachel Yeo
Nio Inc. electric vehicles move through a production line at the company's factory in Hefei, China. (Bloomberg) -- Nio Inc. aims to reduce research and development spending by as much as 25% as it seeks to reach its break-even target by the fourth quarter. Expenses may drop to between 2 billion yuan ($278 million) to 2.5 billion yuan per quarter, or a 20% to 25% decrease from last year, the Chinese electric-vehicle maker said on its earnings call Tuesday.
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Corporate China has gone out of its way to assuage investors and tout its ability to weather the risks posed by US President Donald Trump's tariffs https://t.co/Pw26KMFeZy
A huge relief for Singapore’s ruling party this election https://t.co/0705yLvNEx via @bpolitics
Dr Chee appears despondent the moment Sembawang-West SMC results were finalized.. #GE2025 https://t.co/rgq270IQFx
