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Brexiteers Have the Edge in Tory Race to Replace BoJo, Says Academic_我的网站

原来是美男

A | K图 AAOI_0 　　美股大牛股突然遭遇猛烈抛售。 Europhile Conservative MPs have poor prospects in the race already underway to replace Prime Minister Boris Johnson, according to a British academic.,With BoJo making a slow-motion exit from Downing Street, ministers and backbenchers alike are throwing their hats into the ring for the dual role of party leader and PM.,Johnson announced his resignation as Tory leader on Thursday — pre-empting mooted moves to cut the 'grace period' following an unsuccessful no-confidence vote, which he narrowly survived in June. The famous 'BoJo mojo' was finally overcome by the scandal over Deputy Chief Whip Chris Pincher drunkenly groping two men at an exclusive private member's club.,Each candidate to replace BoJo needs the nomination of at least eight fellow Tory MPs. Hot tips so far include Johnson loyalists Foreign Secretary Liz Truss and Defence Secretary Ben Wallace, along with Junior Trade Policy Minister Penny Mordaunt — who surprised some by not joining the wave of protest resignations from government — and Rishi Sunak, who led the revolt by quitting as chancellor.,Alistair Jones, associate professor of politics at Leicester's De Montfort University, told Sputnik that the leadership contest to replace the "figurehead" Johnson was still up in the air.,"The situation is going to be very interesting in British politics as we will look to see how many Conservative MPs want to stand to become the party leader and ultimately Prime Minister," he says.,“Now, within the Cabinet, we will see the likes of Liz Truss, [and Home Secretary] Priti Patel putting their names forward, also most likely [Deputy PM] Dominic Raab. Outside of the Cabinet, former minister Michael Gove will also probably put his name forward and then there'll be some other outsiders who are not in the government, such as Penny Mordaunt and Steve Baker.”,But strident remainer and anti-Russia war hawk Tom Tugendhat, chairman of the Commons Foreign Affairs Committee, was fastest out of the traps with five nominations under his belt already.,Professor Jones says that Mordaunt and Steve Baker, who is the deputy chairman of the anti-lockdown COVID Recovery Group and former chairman of the pro-Brexit European Research Group, are the ones to watch.,"Both of them are ardent Brexiteers and it is likely to be an ardent Brexiteer that is going to be elected as leader of the Conservative Party," he points out.,Steve Baker sets out why he would make a good Prime Minister, saying he is very popular with Conservative Home members and he's been told he's popular with the public.Piers challenges him that he might have to "acknowledge reality".@piersmorgan | #PiersMorganUncensored pic.twitter.com/e9qWS1Ae2k— Piers Morgan Uncensored (@PiersUncensored) July 7, 2022,The Eurosceptic underdogs may overtake heavyweights like Jeremy Hunt, the former foreign secretary who was runner-up to Johnson in the 2019 leadership contest to replace Theresa May.,"Jeremy Hunt, someone that people would like to see possibly elected as party leader as a safe pair of hands because he wasn't a Brexiteer, is not likely to go far," Jones says. "So the question will be how much infighting there is going to be within the Conservative Party until they get a leader elected, and then the extent to which that leader is able to unify the party.",BoJo’s Resignation: How Will Johnson’s Successor Be Picked?11:03 GMT,The academic stresses that leadership contests are always extremely polarizing. "You either support candidate number one or candidate number two when you get to the last two and quite often the two do not see eye to eye," he says.,"There could be an awful hangover for the Conservative Party after this leadership election," Jones warns. "The question will be the extent to which Boris Johnson's legacy is a divided party, and that stays with the party until the next general election" — which might not be until January 2025.。
　　今日（8月24日），在美股盘前交易中，美股光通信大牛股应用光电（AAOI）股价大幅跳水，一度暴跌超14%。

B | 消息面上，应用光电计划通过股票增发融资6亿美元，投资者担忧股权将进一步被稀释，尤其应用光电今年已多次通过同类融资工具募资。

C | 截至上周五收盘，应用光电股价年内累计涨幅超258%。　　与此同时，美股光通信、存储概念股全线走低，当前市场对AI（人工智能）投资可持续性的质疑正在升温，硬件成本的快速攀升令科技企业的AI支出回报率前景蒙上阴影。　　光通信大牛股暴跌　　北京时间8月24日，在美股盘前交易中，应用光电（Applied Optoelectronics）股价直线大跳水，一度暴跌超14%，截至18:00，跌幅达12.4%。　　消息面上，应用光电计划通过“按市价发行”(ATM)方式筹集6亿美元资金，引发市场对其未来现金流紧张的担忧情绪。　　截至今年6月末，应用光电已经累计募资金额达到10.5亿美元，合计售出近780万股股票。其中包括，4月完成的5亿美元ATM融资计划，之后又于5月推出了另一笔6亿美元融资。因此，在投资者已经承受本年度大规模股权稀释之后，最新提交的备案文件意味着，该公司即将开启又一轮大规模股票增发。　　有华尔街交易员指出，短期内股权稀释肯定不是好事。但如果需求旺盛，产能才是真正的瓶颈，那么筹集资金扩大生产或许是公司应该做的。

D | 　　据悉，应用光电募集的资金主要用于业务快速扩张。今年早些时候，公司宣布计划扩建位于得克萨斯州皮尔兰的生产基地，新增厂房面积近40万平方英尺，用于增产AI基础设施所用的800G、1.6T光模块。　　根据应用光电此前发布的财报，公司第二季度营收同比增长86%，达到1.919亿美元，环比增长27%。其中，数据中心销售额为1.077亿美元，同比大幅增长140%。　　应用光电管理层在电话会议上表示，AI（人工智能）基础设施相关需求依然强劲，客户需求较公司的供应能力高出约20%至40%。

E | 　　应用光电首席执行官 Thompson Lin 将第二季度描述为“关键季度”，预计市场需求至少在2027年年中之前将超过公司产能。　　目前应用光电正在大幅提高资本投入力度。财报显示，第二季度资本投入达到5.655亿美元，重点投向400G、800G和1.6T收发器制造能力。　　应用光电表示，2026年下半年，公司的资本开支强度预计高于上半年，资金将来自现有现金、经营现金流、部分股权融资和新增债务。　　截至二季度末，应用光电800G和1.6T产品的合计月产能接近20万只。公司计划到2026年底将相关月产能提升至65万只以上，到2027年底进一步提高至93万只以上。这意味着，应用光电在未来一段时间内，资本开支仍将维持高位，或将进一步加剧公司现金流的紧张程度。　　美股“AI交易”下挫　　与此同时，美股其他光通信概念股盘前普跌，截至北京时间18:00，Coherent、Lumentum跌超4%，迈威尔科技、康宁跌超3%。

F | 　　存储芯片概念股亦集体走低，闪迪跌超4%，美光科技、希捷科技跌超3%，SK海力士ADR、西部数据跌超2%。　　在亚太交易时段，日韩股市全线收跌，日经225指数跌0.74%，铠侠大跌超6%，软银集团大跌超5%，爱德万测试跌超3%。韩国KOSPI指数收跌3.12%，三星电子大跌超8%，SK海力士跌超3%。　　摩根大通分析师Jay Kwon表示，三星电子的股东回报方案“未能带来积极惊喜”，令市场失望。　　Jay Kwon在最新发布的报告中列出了令市场失望的三项具体内容：第三季度承诺的回报金额、未宣布任何股份回购计划，以及股东回报比例维持在累计自由现金流50%的水平不变。

G | 　　Kwon表示：“目前仍不清楚三星电子管理层为何选择分红而非回购，因为我们认为许多投资者更倾向于回购，认为这是更有效的回报方式。”在市场普遍预期三星电子将推出更具力度的资本回报举措的背景下，此次方案的保守程度令投资者措手不及。

H | 　　此外，方案中大量细节被推迟至明年1月才最终敲定，亦增加了市场的不确定性，削弱了投资者对公司资本配置意愿的信心。　　当前市场对AI投资可持续性的质疑正在升温。

I | 硬件成本的快速攀升令科技企业的AI支出回报率前景蒙上阴影，市场的关注点逐渐从“建设AI基础设施”转向“AI能否产生可量化的商业回报”。　　汇丰资产管理亚洲股票高级投资专家Beth Wong表示，投资者不一定只关注AI的建设本身，还在关注企业能否在货币化路线图和投资回报方面保持足够的纪律性。

J | 　　根据日程安排，全球“AI总龙头”英伟达将于周三美股盘后公布2027财年第二季度财报，其业绩与业绩指引将直接影响市场对今年AI行情能否延续的判断。　　高盛分析师认为，英伟达大概率会交出超预期的财报与业绩指引，但除非英伟达抛出重磅新利好，否则财报发布后，英伟达股价更有可能出现下跌，而非大幅冲高。（文章来源：券商中国）。