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2019年09月20日 16:33:56来源:健康分享

  • China#39;s largest Internet firms have had startling success elbowing their way onto the turf of the state-run banks, but now the country#39;s banks and regulators are pushing back.中国大型互联网企业不仅杀入了国有的地盘,并且取得了令人惊讶的成功,但中国业和监管机构现在开始反击了。The central bank said Monday it would set limits on the amount Chinese can spend using smartphone payment services. In an interview with the official Xinhua News Agency posted to its website, the People#39;s Bank of China said the proposed caps were designed to limit business risks, but it didn#39;t specify what the risks are.中国央行周一说,将对智能手机付务的付款额度设限。中国央行接受官方媒体新华社采访时说,拟此上限的初衷是限制商业风险,但未明说是哪些风险。新华社网站上公布了这一采访稿。The central bank said it hadn#39;t yet determined the size of the limits on mobile spending. It said it had drafted new rules but would weigh input from consumers and Internet firms before finalizing them.中国央行说,尚未确定对移动付额度进行多大规模的限制。该行说已起草了新规定,但在定稿前会考虑消费者和互联网企业的意见。A move to curtail the amounts transferred over mobile-payment services potentially cuts off a multibillion-dollar business for companies such as Alibaba Group Holding, an e-commerce titan, and rival Tencent Holdings Ltd., which have been rushing to release products helping smartphone users shop with their phones. The regulatory blowback comes at a tough time for Alibaba, which is preparing for a listing in the U.S. that could raise as much as billion.限制移动付务转账金额的举措可能会切断电子商务巨头阿里巴巴集团(Alibaba Group Holding)及其对手腾讯控股有限公司(Tencent Holdings Ltd.)等企业规模达数十亿美元的业务。这些企业近来纷纷发布产品,帮助智能手机用户通过手机购物消费。中国监管部门出台此举时,阿里巴巴正面临准备赴美上市的严峻时刻,其上市筹资额最多可能达到150亿美元。Last week, responding to Chinese media reports that the central bank had proposed a cap on mobile payments of 10,000 yuan (roughly ,600) a month, Alibaba Chairman Jack Ma said at a Beijing conference: #39;Sometimes you#39;re not defeated by technology; sometimes it#39;s a document.#39;中文媒体报道称,中国央行提出了每月人民币1万元的移动付限额,上周回应相关报道时,阿里巴巴董事局主席马云(Jack Ma)在北京的一场会议上说,有时候,打败你的不是技术,可能只是一份文件。The big state banks aly have moved to cap the amounts depositors can transfer into online products, actions that drew an exasperated response Sunday from Alibaba#39;s Mr. Ma.中国国有大已经采取行动,限制储户对在线产品的转账金额。此举周日引发马云不满。#39;What determines success in the market shouldn#39;t be the monopolies and those with power, but the consumers,#39; Mr. Ma wrote in a post shared on Alibaba#39;s mobile-messaging application.马云在阿里巴巴旗下的移动短讯应用软件上发帖称:“决定市场胜负的不应该是垄断和权力,而是用户。”Although China#39;s central bank has said repeatedly it supports financial innovation, how it tries to regulate the Internet firms is being watched as an indicator of Beijing#39;s commitment to overhauling state-run enterprises. Economists say subjecting protected state-controlled sectors to more direct competition will be key to spurring consumption and putting China#39;s economy on a healthier footing.虽然中国央行反复表示持金融创新,但外界正在密切关注央行对互联网企业金融业务的监管举措,并以此检验中国政府作出的改革国有企业的承诺。经济学家表示,为国有企业控制的行业引入更多竞争,是刺激消费和促进中国经济健康发展的关键所在。Over the past year, Alibaba and Tencent have attracted tens of billions of dollars by marketing online investment products that feature higher returns than those on savings accounts offered by state banks.过去一年,因为提供比国有存款账户更高的收益率,阿里巴巴和腾讯推出的互联网理财产品吸引了数百亿美元的资金。The success has sent ripples through China#39;s state-dominated and heavily regulated financial industry, as many younger Chinese have transferred their savings from the banks into the online products.许多年轻人用存款账户资金购买了互联网理财产品,这些产品获得的成功在中国国有企业主导、受到严格监管的金融行业引发了震动。On Saturday, China Construction Bank Corp. became the latest of the major banks to impose limits on transfers to mobile products. It issued a cap of 5,000 yuan, or about 0, per transaction -- and a total of 50,000 yuan a month -- for deposits to Alibaba#39;s Yu#39;E Bao fund, meaning #39;Leftover Treasure,#39; according to the bank#39;s customer-service department.上周六,中国建设(China Construction Bank Corp.)也对向互联网理财产品转账设定了额度,成为最近一家采取此类措施的大型。据该行部门称,该行设定了储户向阿里巴巴“余额宝”进行快捷付的额度,单笔最高为人民币5,000元(约为800美元),每月不超过5万元。For Tencent#39;s online product, the limit is 10,000 yuan per transfer and 50,000 yuan a month, the department said.该部门称,对腾讯互联网理财产品的额度为每笔人民币1万元,每月不超过5万元。#39;No one knows who gave the banks the power to hurt depositors#39; rights to distribute their capital,#39; Alibaba#39;s Mr. Ma said in his Sunday post, which was viewed by The Wall Street Journal before it was taken down. #39;No one knows who will regulate the legitimacy of the big state banks to join hands and force out#39; Yu#39;E Bao.阿里巴巴的马云在周日发布的文章中称:“也不知道谁给们权力,可以伤害储户配自己资金的权力。更不知道谁来监管四大‘国手’联合封杀的合法性?”这篇文章随后被删除,在它被删除前《华尔街日报》(The Wall Street Journal)看到了这篇文章。In the past two weeks, the central bank has also temporarily suspended online payments using QR codes -- which enable fast recognition of transactions -- and virtual credit cards.过去两周,中国央行还暂时禁止使用二维码进行网上付和虚拟信用卡业务。二维码可以加快网上交易确认。The bank also has suggested that online investment products could be forced to hold reserves on the funds that they attract -- much like banks must do on their deposits.另外,中国央行还暗示,可能要求互联网理财产品像存款那样留存准备金。 /201403/281823。
  • A radical ‘artificial egg’ made from plants is set to go global after the US firm behind it revealed major backing from Asia#39;s richest man.Made from plants, it can replace eggs in everything from cakes to mayonnaise - without a chicken ever coming close to the production process.Hampton Creek#39;s products are aly sold in Whole Foods in California, and now the firm plans to take on the world.据英国媒体2月17日报道,美国公司Hampton Creek近日在得到亚洲首富李嘉诚的赞助后,打算将其人造鸡蛋推向全球。这种由植物蛋白加工制作而成的人造鸡蛋可以取代蛋糕、蛋黄酱等食品里所需的鸡蛋,且整个生产过程都无需鸡的参与。目前,在美国加利福尼亚的一些食品超市已经有售。Today that it was announced the firm has landed million infunding.Backers include Mr. Li Ka-shing, Asia#39;s richest man and Yahoo co-founder Jerry Yang.In the last 90 days, the company has also signed partnership agreements with 6 Fortune 500 companies, including some of the largest food manufactures and retailers in the world - although the firm is keeping their names secret until products go on sale.Mr. Li Ka-shing, who is estimated to be worth .8 billion, said he believed the firm had huge potential.#39;Technology enables everyone to have more options to better our future together,#39; he said.该公司近期宣布其已获得2300万美元的投资,并打算将这种人造鸡蛋推向世界。其投资者包括亚洲首富李嘉诚和雅虎创始人杨致远。在过去的3个月里,Hampton Creek已经与6家世界500强公司签订了合作协议,其中包括一些全球最大的食品生产和零售商。#39;We can make really good mayonnaise, we’ve done taste tests against market leaders, and beaten them consistently. In the world of cookies, we’ve trialled our products with everyone from Bill Gates to Tony Blair, both of whom couldn’t taste the difference.#39;Bill Gates became an advisor to the company, and has been one of its most vocal supporters in the Silicon Valley world where Hampton Creek is based.#39;Companies like Hampton Creek Foods are experimenting with new ways to use heat and pressure to turn plants into foods that look and taste just like meat and eggs,#39; he recently wrote of the firm.It hopes to allow developing countries to grow and produce their own ‘plant eggs’.#39;In developing countries, we can also add in things missing from the local diet, helping nutrient deficiencies, and we have had initial discussion with the world food programme about this.#39;What we want to do eventually is find a way to work with farmers in the developing world to enable them to have new cash crops that can be used. Then we become the kind of company to be feared by the bad guys in the industry.#39;Hampton Creek公司首席执行官兼创始人乔希?蒂特里克曾表示:“公司的目标一直是向全世界所有人提供更加健康和负担得起的食物。我们想把动物从食品生产过程中解放出来。”蒂特里克的想法是将容易生长的植物以正确的方式混合,然后替代鸡蛋的口感、营养价值和烹饪用途等。他还介绍说,他们已经在市场领袖中对这种产品进行了口感测试,包括微软创始人比尔?盖茨和英国前首相托尼?布莱尔都没有尝出不同。目前,比尔?盖茨甚至已经成为了该公司的顾问及其在硅谷最强烈的持者。 /201402/276826。
  • Apple announced Monday that it sold more than 10 million new iPhones over the first three days of sales — defying some analysts’ predictions and beating last year’s record 9 million.苹果(Apple)在本周一宣布,新一代iPhone开售头三天的销量已经超过了1,000万台。这超出了一些分析家的预计,也打破了去年900万台的纪录。How were those sales split between the big iPhone 6 and the bigger (and more profitable) iPhone 6 Plus?而大屏幕的iPhone 6与加大款(并且利润更高)的iPhone 6 Plus的销量有多大差距呢?The company did not say. That’s information they’ll want to keep from their competitors.苹果并未透露这个数字。他们不想让竞争者知道这一信息。We did get some third-party estimates over the weekend, but they came from different types of sources, and — curiously — they contradict each other.本周末,我们确实从第三方得到了一些估值,不过它们来自不同的消息源,而且有趣的是,它们相互矛盾。The chart above happens be from the mobile analytics firm Mixpanel, but the ones put out by its competitors, Chitika and Fiksu, are not much different. They all show iPhone 6 activity (in-app purchases, etc.) over the first three days outpacing the iPhone 6 Plus by more than seven to one.上面的表格来自手机分析公司Mixpanel,不过其竞争者Chitika和Fiksu得出的数据与此相差不大。它们都显示,最初三天内iPhone 6的活跃度(包括应用内购买等)是iPhone 6 Plus的七倍以上。UPDATE: The ratio of Asian Americans in Soho dropped visibly Sunday after Chinese customs officials were reported to be confiscating grey market iPhones. Meanwhile a er in Berlin writes that the lines there were dominated by Russians and Poles buying for resale in their respective home markets.更新:有报道称,中国的海关人员正在收缴灰色市场的iPhone。在那之后,周日在Soho区的亚裔美国人比例有了明显下降。与此同时,德国柏林的一名读者写道,如今排长队的主要是俄罗斯人和波兰人,他们将在各自的本土市场转售这些手机。 /201409/331980。
  • Nothing captures how fashionable the startup has become quite like crowdfunding. The craze for raising contributions via websites like Kickstarter and Indiegogo is helping to launch companies from scooter manufacturers to lightbulb vendors to filmmakers.没有什么比众筹更能说明创业的火爆了。很多人疯狂地通过Kickstarter和Indiegogo等网站资助别人搞创业,接受资助的企业有中既有做脚踏车的,也有做电灯泡的,甚至还有拍电影的。Now, even nuclear fusion is game.现在,就连研究核聚变的都上了这条船。Yes, the Holy Grail of cheap, clean, safe, plentiful, low-carbon energy that has remained 40 years in the future since scientists proposed it over half a century ago has entered the crowdsourcing era. International government projects like ITER in France and the National Ignition Facility in California may have spent billions of dollars in pursuit of the technology, but that doesn’t mean there can’t be a little grassroots action, too.核能由于具有廉价、清洁、安全、低碳、用之不竭的特点而被喻为能源中的“圣杯”。自从半个多世纪前,科学家们提出利用核能的设想以来,有40多年的时间里,核能在我们眼中似乎都是未来才能享受到的福利。如今这种“高大上”的能源也终于进入了众包时代。虽然有些核能项目动辄要花费几十亿美元,比如法国的国际热核实验反应堆(ITER)和美国加州的美国国家点火装置(National Ignition Facility),但是这并不意味着在核能领域就完全没有草根阶层可以施展拳脚的空间。LPP Fusion, a tiny company based in Middlesex, N.J., launched in May an Indiegogo campaign to raise 0,000—loose change in this business—that it believes will help it reach a major fusion development milestone in a year and commercialize fusion reactors by 2020.美国新泽西州米德尔塞克斯市的一家叫LPP Fusion的小公司今年五月在Indiegogo上发起了一项募集20万美金的活动。虽然20万美金在这个行业里微乎其微,但这家公司相信,这笔钱能帮助它在一年之内完成核聚变领域的一项具有里程碑意义的研究。这样,到2020年,它的研究成果就可以转化为核聚变反应堆。LPP (it stands for “Lawrenceville Plasma Physics“) is representative of a new class of companies emerging to address the world’s energy crisis: Nuclear startups. Dozens of small new reactor companies are either chasing the elusive fusion dream or pursuing fission designs that trump those on the market today. All are promising to deliver a knock-out blow to the carbon-intensive fossil fuels that bedevil the world with environmental impact and volatile geopolitics and economics. Many of these innovative firms are positioning their reactors not just for electricity, but also to provide clean heat for high temperature industrial processes and for water desalination.LPP公司(全名意为“劳伦斯维尔等离子物理公司”)代表了一群致力于解决全球能源问题的创业公司——即核能创业公司。现在有好几十家规模较小的新型反应堆公司要么在继续研究晦涩的聚变问题,要么在绞尽脑汁地设计优于市场现有方案的裂变反应堆。所有这些公司最终都想来一个“一鸣惊人”,彻底取代给人类造成了深重的环境影响和地缘政治冲突的化石能源。很多创业公司的新型反应堆不仅致力于提供电力,还致力于为各种高温工业流程提供清洁的热能,以及用于海水淡化等造福人类的事业。While LPP might be the only crowdfunded member of the group, it is determined like its young peers to shake up the staid nuclear industry. Reactor designs have not fundamentally changed since utilities first connected fission machines to the grid in the 1950s, marking a conservatism that has mired nuclear in the era of black-and-white television while colorful possibilities abound. The startups aim to brighten the palette.尽管LPP可能是核能创业公司中唯一一个靠众筹来拉资金的公司,但它也像它的小兄弟们一样,立志要把死气沉沉的核能行业搅得风生水起。自从上世纪50年代,科学家们第一次把裂变反应堆接入到输电网络时起,直到现在,核反应堆的设计都没有任何根本性的改良。这种保守主义做法就像在黑白电视时代的末期,尽管持色显像的技术已经四处开花,但厂商仍然抱着黑白电视拒绝进步一样。今天的这些核能创业公司就是要让核能板块“亮”起来。For LPP, that would mean not only delivering fusion—melding atoms together rather than fission’s waste-creating process of splitting them apart—but it would also eliminate the time-honored need for costly turbines and generators. Nuclear power, including most fusion concepts, functions mechanically the same way fossil fuel plants do by creating heat to produce steam to drive a turbine. LPP is working on a type of fusion called “aneutronic” that emits charged particles for electricity.对于LPP公司来说,这意味着它不仅仅要研究出可控核聚变方案(而不是产生有害废物的核裂变反应),还要取消这个过程中历来对于汽轮机和发电机的需求——核能(包括大多数核聚变方案)的基本原理与化石燃料发电厂的原理是一致的,都是先产生热能,然后产生蒸汽,然后驱动汽轮机发电。而LPP公司研究的一种核聚变形式又叫做“无中子核聚变”,可以释放带电粒子来发电。“The nuclear industry is stuck using the same method for making electricity that utilities have used since the days of Thomas Edison—generate heat to make steam to drive a turbine and generator,” says Eric Lerner, president of LPP Fusion. “We can change all that. We can convert energy directly into electricity and slash costs.”LPP Fusion公司总裁埃里克o勒那说:“核能行业的发电方法还停留在爱迪生那个时代——通过发热产生蒸汽来驱动汽轮机和发电机。而我们可以改变这一点,我们可以把能源直接转变为电能,同时大量削减成本。”First, he’ll need the 0,000 he seeks on Indiegogo (he has until July 5 to raise it), which would buy him some fancy new beryllium electrodes that would withstand rigors far better than the copper variety that LPP has been using. He hopes to install them by the end of this year in his experimental fusion reactor, which Lerner operates at the Friendly Storage premises in Middlesex, a place otherwise full of surplus boxes and furniture.首先,勒那需要在Indiegogo上募集到20万美元,用来购买比LPP正在使用的铜电极更能经受极端情况考验的铍电极。勒那希望在年底前将铍电极安装在LPP那台试验性的聚变反应堆上,这个反应堆设置在米德尔塞克斯市的一处库房里,那个地方原本堆满了箱子和家具。Lerner is boldly confident that the beryllium would by the middle of next year enable his lab to overcome the problem that has vexed fusion projects forever: It would harness more energy out of its reactor than what goes into it. Additional financing might then rush in. LPP will need million in total, virtually nothing next to the nearly billion that ITER has budgeted for only the next 10 years of an expected 30 years of construction and development of a 20-story “tokamak” facility.勒那相信,在铍电极的帮助下,到明年中旬,他的实验室将克一个长久以来一直困扰着核聚变研究的难题,让我们从核聚变反应堆中获得的能源超过我们投入的用于点燃反应堆的能源。如果试验成功的话,届时可能会有大量资金涌入。LPP的研究总共要花费5000万美金,听起来倒是不少,但相比之下ITER的核聚变项目预计需要30年的建设时间,光是头10年的预算就高达180亿美元,还要建筑一个20层楼“托卡马克”装置。这样看来,LPP的5000万美金简直太便宜了。With the financing, Lerner believes that by 2020 he could license the mass-production of small 0,000-to-0,000 fusion machines—each the size of a one-car garage—with a capacity of 5 megawatts, enough to power 3,000 houses.勒那相信,凭借这笔资金,到2020年的时候,他的公司将能够量产单价在30万到50万美元之间的小型核聚变发电机。每台这种发电机的尺寸只有一个停车位那么大,发电量达到500万瓦特,足够持3000个家庭的用电量。If only he had the wherewithal of rival fusion startup Tri-Alpha Energy, which has rounded up over 0 million from Goldman Sachs, Microsoft co-founder Paul Allen, and Russian state-owned company Rusnano, among others. Like LPP, Irvine, Calif.-based Tri-Alpha hopes to develop an aneutronic machine that delivers electricity without using turbines.可惜LPP的后盾远远不及竞争对手Tri-Alpha能源公司。这家公司已经从高盛(Goldman Sachs)、微软(Microsoft)共同创始人保罗o艾伦、俄罗斯国有企业Rusnano等投资人处融到了1.4亿美元资金。像LPP一样,这家位于加州尔湾市的核能创业公司也希望开发出一台无中子核聚变发电机,从而不需要借助汽轮机也能发电。ITER and NIF, the government groups, are taking a more “conventional” fusion approach, aspiring to drive turbines with heat released by fusing isotopes of hydrogen. (In contrast, an aneutronic process tends to fuse standard hydrogen and boron.) So, too, are a number of startups that believe they can crack fusion long before the big science projects do by developing smaller machines (NIF’s facility is 3 football fields long and 10 stories tall) and deploying different technologies.ITER和NIF这两大政府机构则采取了更加“传统”的核聚变方案,也就是通过融合氢的同位素氘和氚和释放热量,从而驱动汽轮机发电。(相比之下,无中子核聚变倾向于将标准的氢与硼进行融合)。此外还有一大批创业公司相信,他们可以比这些举倾国之力的大科学项目提前研究出可控核聚变技术,并且开发出小型的核聚变发电机(NIF的核聚变设施有3个足球场那么大,10层楼高)。“We liken it to the Human Genome Project or SpaceX, where large government programs were ultimately outrun by more nimble and more practical innovation in the private sector,” notes Nathan Gilliland, CEO of General Fusion near Vancouver, Canada. General Fusion has raised million from sources including the Canadian oil company Cenovus and Jeff Bezos, Amazon’s chief executive.总部位于加拿大温哥华附近的通用聚变(General Fusion)公司的CEO南森o吉利兰德指出:“我们可以把它与人类基因组计划或太空探索技术公司(Space X)做一下比较,因为在后两者的领域中,大型政府性项目最终也是被私人领域的更灵活、更实用的创新超越了。”通用聚变公司从加拿大石油公司Cenovus和亚马逊(Amazon)CEO杰夫o贝佐斯等投资人那里融得3200万美元资金。As intriguing as fusion is, there is probably more startup activity in fission, where novel approaches promise great improvements over the industry’s addiction to fissioning solid uranium fuel rods then cooling and moderating them with water.虽然核聚变的前景非常诱人,但更多的创业公司可能活跃在核裂变领域,他们研究的一些新方法比行业现有的对铀燃料棒进行裂变然后用水冷却、稳定的方法要先进得多。A host of startups are experimenting with different approaches including the use of liquid fuel, the use of solid fuel with different shapes (such as bricks or pebbles), and the use of alternative coolants and moderators such as salts and gases. Many of the designs draw on ideas that politics suppressed decades ago. Some, like Bill Gates-chaired TerraPower in Bellevue, Wash., are designing “fast reactors” that don’t moderate neutrons. Some envision using the element thorium instead of uranium.很多公司正在围绕新型的核裂变方法展开试验,比如使用液态燃料,或是使用不同形状的固态燃料(如砖型或卵型),以及使用盐或气体作为冷却剂与缓和剂等等。许多设计都吸收了几十年前不被政府允许的理念。比如由比尔o盖茨任董事长的泰拉能源公司(TerraPower)正在设计一种不需要对中子进行缓和的“快速反应堆”。有些公司则设想利用钍元素来代替铀作为裂变燃料。Between them, they portend leaps in safety, cut way down on nuclear waste, use “waste” as fuel, minimize weapons proliferation risks, slash costs and tremendously boost efficiencies. Many fit the “small modular” form that enables mass production and affordable incremental power. (Oregon startup NuScale Power recently secured 7 million in federal funds to develop a small but comparatively conventional reactor.)很多创业公司的方案在提高核裂变安全性、大大减少核废料、变“废物”为燃料、最大程度降低武器化风险、降低成本和提高效率方面都具有广阔的前景。许多方案都具有“小型模块化”的特征,能够满足量产和经济性发电的需要。(俄勒冈州的创业公司NuScale能源公司最近获得了2.17亿美元的联邦基金,用于研发一种小型的、但相对传统的核反应堆。)“There is a growing market pull for innovation in the nuclear space, so you’re beginning to see a blossoming of startup companies doing different things in nuclear,” says Simon Irish, CEO of startup Terrestrial Energy, Mississauga, Canada, which is developing a “molten salt” reactor (MSR) based on liquid fuel.加拿大米西索加市创业公司Terrestrial Energy的CEO西蒙o艾里什指出:“市场对核能领域创新的拉动力越来越强。所以我们开始看到,很多在核能领域从事不同研究的创业公司如雨后春笋般涌现出来。”艾里什的公司正在研发一种基于液态燃料的“熔盐”反应堆(MSA)。In the U.S., Russ Wilcox, CEO of Cambridge, Mass.-based MSR developer Transatomic Power, implores the U.S. Nuclear Regulatory Commission to broaden its focus beyond conventional reactor safety, which he says “freezes progress.”在美国,总部位于马萨诸塞州剑桥市的MSR开发公司Transatomic Power首席执行官拉斯o威尔克斯正在请求美国核管理委员会(the U.S. Nuclear Regulatory Commission)放宽对传统核反应域安全的限制,称这种限制“冻结了进步”。Many observers believe that countries other than the U.S., such as Canada and China, will deploy first. Beijing is funding innovative Chinese fission projects, with collaboration from the U.S. DOE. Meanwhile, Western companies seek funds. Like Cenovus at General Fusion, more oil companies might pony up, because they want clean heat to process petroleum. As Fortune reported last month, a lack of industry funding appears to have slowed progress in DOE’s mission to develop an advanced reactor.许多观察人士认为,除了美国之外,加拿大和中国等国有望成为第一批部署新型核能技术的国家。中国政府正在美国能源部的协助下大力投资新型核裂变项目。同时像Cenovus公司在通用聚变公司所扮演的角色一样,更多石油公司可能会投资核能项目,因为他们也需要清洁的热能来进行石油加工。正如《财富》杂志上月报道的那样,由于缺乏行业投资的缘故,美国能源部开发一个先进的核反应堆的计划似乎已经放缓。LPP Fusion doesn’t seem to be worried. For the young company, the next financing stage could simply be a matter of warming up the crowd.LPP的核聚变研究则似乎不用担心钱的事。这家年轻公司的下一轮融资可能很容易就点燃大众的热情。 /201407/312875。
  • One of the big mysteries in corporate America is whether telecom regulators will allow theComcast/Time Warner Cable merger, announced in February, to close. President Obama’s comments on net neutrality on Monday provide a clue: the government is going to make the business of delivering internet less attractive. This could undercut some of the objections to the deal.美国商界的一大疑团是:电信监管机构会不会让今年2月宣布的康卡斯特(Comcast)/时代华纳有线(Time Warner Cable)合并交易顺利完成。美国总统奥巴马周一有关网络中立的言论提供了一条线索:政府将降低提供互联网接入务的吸引力。这会化解一部分针对上述交易的阻力。The White House statement said Mr Obama favoured reclassifying internet service providers such as Comcast and TWC as “common carriers”. Such a move by the Federal Communications Commission (which is independent of the president) would regulate ISPs like utilities. The president favours prohibiting “paid prioritisation” in which content providers buy access to faster distribution.白宫声明称,奥巴马主张将互联网务提供商(ISP)(例如康卡斯特和时代华纳有线)重新归类为“公共通信企业”。独立于美国总统的联邦通信委员会(FCC)若采取这一举措,会像监管公用事业公司那样监管互联网务提供商。奥巴马还主张禁止;有偿优先;,即内容提供商通过付费获得更高速度的分发。Netflix struck such deals with several ISPs (including Comcast) this year but has since complained about them.今年Netflix公司就跟几家互联网务提供商(包括康卡斯特)达成这样的交易,但之后对此抱怨诸多。The net neutrality debate has taken on a David vs Goliath flavour. Scrappy Netflix heroically provides television and movies for just per month while distributors gouge profits from their control of the pipes.关于网络中立的辩论如今带有圣经故事中大卫对决歌利亚的意味。斗志昂扬的Netflix公司英勇地以每月8美元的价格提供影视内容,而互联网务提供商则利用自己对管道的控制,抢占了大部分利润。The Netflix monthly fee roughly reflects the cost of acquiring content. The question then is whether that fee should jump to reflect the operating and capital costs Comcast incurs to deliver that content. Comcast and Time Warner are profitable businesses, unlike Netflix. But they are extremely capital intensive.Netflix的月租费大致反映了获取内容的成本。问题在于,应不应该大幅提高收费,以反映康卡斯特为投送这些内容而产生的运营和资金成本?康卡斯特和时代华纳是盈利企业,不像Netflix。但他们也是极度资本密集的。Comcast shares shed four per cent on Monday perhaps to the delight of its oft-irritated customers. But schadenfreude aside, US internet service remains slow and expensive compared with the rest of the world.康卡斯特的股价周一下挫4%,也许会令那些平时不满的顾客感到窃喜。但幸灾乐祸之余,美国的互联网务相对于世界其他国家仍是缓慢和昂贵的。It is fun to fantasise about reallocating Comcast profits to Netflix. But consumers and their advocates should think about what competitive framework would lead to the necessary investment in broadband infrastructure.幻想一下将康卡斯特的利润重新分配给Netflix是好玩的。但消费者和持他们的人应该想一想,什么样的竞争框架才会给网络宽带基础设施带来必要的投资。The costs of delivering content can be shared, but not avoided.投送内容的成本可以被分担,但无法避免。 /201411/342244。
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