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  美光科技公司周四表示,它正在对业务部门进行重组,以专注于大规模云服务提供商对其存储芯片与人工智能相关的需求。

  新成立的部门名为“云存储业务部门”,将专注于超大规模企业使用的产品,以及其有助于快速执行数据密集型人工智能任务的高带宽存储(HBM)芯片。

  由于HBM芯片与人工智能图形处理器(尤其是英伟达的处理器)搭配使用,因此受到投资者的密切关注。美光科技是全球三大存储芯片制造商之一,另外两家是韩国的SK海力士和三星。

  今年3月,在HBM芯片需求的支撑下,美光科技预测其季度营收将高于华尔街的预期。

  新成立的专注于HBM芯片的部门将由拉杰・纳拉西姆汉(RajNarasimhan)领导,他曾负责此前的“计算与网络业务部门”。在旧的架构下,该部门涵盖了数据中心、个人电脑、图形和网络市场使用的存储产品。

  其他新部门包括“核心数据中心业务部门”,该部门将专注于为制造数据中心设备的客户提供存储和存储产品。

  新成立的“移动与客户端业务部门”将服务于移动设备市场,而“汽车与嵌入式业务部门”将专注于汽车、工业和消费领域。

  所有部门都将由公司现有的高管领导。

  美国总统特朗普在与意大利总理梅洛尼会晤时表示,他预计将与欧盟达成一项贸易协议,但不急于敲定关税协议。

  “会有一项贸易协议,”特朗普周四表示,“我绝对相信会达成,但这将是一份公平的协议。”

  特朗普并未就何时与请求降低关税的贸易伙伴达成首批协议给出具体时间表。他仅表示,协议将在“某个时间点”达成,各国必须作出让步。

  “我们一点也不着急,”他补充道,“无论是和欧洲还是其他国家达成协议,对我们来说都不会有什么难度。”

  加拿大丰业银行首席外汇策略师ShaunOsborne表示,日元升破1美元兑140日元的风险上升,这可能推动美元快速走软。

  “如果该货币对持续跌破139/140,将可能进一步下探至125/132区间,恐会触发美元在未来几周更广泛且可能相当迅速地走低,”丰业银行策略师Osborne和EricTheoret在给客户的报告中写道。

  他们表示,有几个因素使得日元有望升破关键点位。

  美国政府高层官员,包括特朗普本人在大选前都已将疲软的日元列为美国面临的问题之一。

  “美国贸易政策可能导致美元走弱:要么是间接影响,即长期内随着美国贸易赤字收窄、资本账户盈余下降,美元走弱;要么是直接影响,即美国主动寻求相较于主要贸易伙伴更具竞争力的汇率安排”。

  他们表示,“美国例外论”正在走弱,在关税不确定性持续存在的情况下,对国际投资者而言本地市场可能更具吸引力”。

  据知情人士透露,美国官员在巴黎与欧洲官员的一次会议上表示,美方希望在几周内促成在乌克兰全面停火。

  知情人士表示,周四的讨论包括法国总统马克龙与美国特使SteveWitkoff的会晤,乌克兰官员也有出席。会议主要聚焦如何尽快实现停火并达成持久和平。一位知情人士说,与会者向美方官员表示,完全支持美国总统特朗普迅速结束冲突的核心目标。

  知情人士表示,美国官员表明他们预计很快取得重大进展,周四的与会各方同意为此努力。

  法国爱丽舍宫表示,来自德国、法国、美国和英国的国家安全顾问与谈判代表将于下周在伦敦再次会面,跟进在巴黎会议上讨论。

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