制药

Lex_Letter from Lex: Pharmachines
Lex专栏:药品、机器领风骚


把药品和机器掺和到一起的效果通常不是很好,但本周制药业和TMT(电信、媒体和科技)行业都报出不错的的季度业绩,这或许会让压力日增的银行家产生一些想法。

Drugs and machines do not usually mix well, but the results in the pharma and TMT sectors this week were far from disastrous. Apple continued to defy every known logic of gadgetry, even the price-killing effects of Moore’s Law. Asian companies are racing to catch up. LG Electronics turned in a solid first quarter performance after recording losses in 2011. China’s ZTE, the world’s fourth biggest mobile phone maker, announced ambitions to become number three by 2015. And chipmakers TSMC and Hynix moved in opposite directions with the former planning record investment this year. In the telecoms sector, meanwhile, Vodafone made a low-ball offer to put C&W Worldwide out of its misery. In India, regulators proposed a nonsensical plan to auction reclaimed 2G spectrum. And in the US, wireless carriers struggled to squeeze a profit out of the ultra-competitive market.

把药品和机器掺和到一起的效果通常不是很好,但本周制药业和TMT(电信、媒体和科技)行业报出的季度业绩却绝对称不上糟糕。苹果(Apple)继续藐视科技业的所有已知逻辑,就连具有强烈抑价效应的摩尔定律(Moore’s Law)也对它无可奈何。亚洲公司正在全速追赶。LG电子(LG Electronics)虽然在2011年录得亏损,但今年第一季度却报出了强劲的业绩。manbetx app苹果 第四大手机生产商、manbetx3.0 的中兴通讯(ZTE)也公布了希望到2015年晋升为业界第三的抱负。芯片制造商台积电(TSMC)和海力士(Hynix)则是冰火两重天,前者计划今年进行空前规模的投资。在电信业,沃达丰(Vodafone)同意以低价收购C&W Worldwide,助其脱离苦海。在印度,监管机构提出了一个荒谬的计划,拟拍卖已收回的2G频段。在美国,无线运营商艰难地从竞争极其激烈的市场中压榨出一点利润。

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