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STMicroelectronics 預測第二季度業績將改善,稱第一季度為年度谷底

歐洲晶片製造商STMicroelectronics於周四發佈財報,預計第二季度盈利將有所改善。該公司表示,第一季度的收益符合早前預期,並稱這是今年的最低點。

受汽車及工業市場影響的歐洲晶片企業,如STMicro、NXP及Siltronic,近年來一直面臨銷售低迷的困境。STMicro在第一季度的營業收入同比暴跌99.5%,反映出行業的嚴峻挑戰。

這家歐洲大型晶片製造商第一季度營收為25.2億美元,與其預測的25.1億美元基本持平,分析師的預期亦相近。公司預計第二季度營收將達27.1億美元,高於分析師預測的26.2億美元。STMicro指出,這一預測未計入全球貿易關稅可能帶來的進一步變化影響。

STMicro總裁兼首席執行官Jean-Marc Chery表示:「我們認為2025年第一季度是谷底,在當前充滿不確定性的環境下,我們專注於能掌控的事務:持續創新,不斷提升和加快我們產品及技術組合的競爭力。」

不過,STMicro尚未提供全年業績指引。

評論與啟示

STMicroelectronics的表現及展望,反映出歐洲晶片產業在全球供應鏈波動及市場需求疲弱下的掙扎與調整。儘管第一季度業績大幅下滑,但公司管理層對創新與技術提升的重視,顯示出其希望透過強化產品競爭力來突破困境,這是半導體產業中長期發展的關鍵。

然而,STMicro未提供全年指引,反映市場環境仍充滿不確定因素,尤其是地緣政治及貿易政策的變化。這提醒投資者,短期內相關企業仍需面對多重挑戰,需謹慎評估風險。

從香港及全球視角看,隨著汽車電子化及工業自動化需求逐步回溫,STMicro等歐洲晶片企業的復甦值得期待,但企業能否成功轉型,仍依賴於技術領先及靈活應對市場變化的能力。對投資者而言,除了關注短期財報數據,更應深入了解企業的創新策略及全球供應鏈布局,才能把握半導體產業的長遠機遇。

以上文章由特價GPT API KEY所翻譯及撰寫。

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A cinematic top-down portrait of a young woman standing on a solid deep green floor, captured from an extreme overhead angle. She looks up directly at the camera with wide, expressive eyes, creating an intimate and slightly surreal mood. She wears a soft white bucket hat, a cozy oversized green-and-beige checkered sweater, blue jeans, and white sneakers. Minimalist composition with vast negative space surrounding her, emphasizing isolation and calm. Soft diffused studio lighting, natural skin tones, subtle shadows, clean color grading with earthy greens, editorial fashion photography style, ultra-sharp focus, high resolution, modern aesthetic, cinematic framing, shot on a professional DSLR, shallow depth of field, Instagram poster vibe Prompt:
Use my image in Ultra-realistic, hyper-detailed, 8K cinematic portrait of a young stylish man, using the uploaded image for exact face and hairstyle.
Outfit: An oversized red knit sweater with white hearts, exactly as described in the prompt.
Pose: A hyper-realistic close-up portrait with a messy, cropped framing showing only the boy holding the book. His left hand rests on the wooden table and covers part of his cheek, with a subtle smile on his lips. His other hand holds the book titled "Something I Never Told You" with the word "YOU" written in pink, exactly as
described in the prompt. Background: Not specified. {
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",

"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra during her sacred milk bath beauty ritual, embodying divine femininity, sensual elegance, and timeless power.",
"angle": "Close-up beauty editorial captured at a refined 3/4 angle, focusing on her face, shoulders, and upper chest with extreme clarity and no blur.",
"pose": {
"body_position": "She is partially submerged in a luxurious milk bath, her shoulders and collarbones emerging gracefully from the surface.",
"hands": "One hand gently rests at the edge of the bath with milk droplets on her fingers, while the other lightly touches her neck adorned with subtle gold jewelry.",
"expression": "Soft yet commanding gaze directed toward the camera—calm, confident, intimate, and hypnotic."
}
},

"appearance": {
"outfit": "A barely-there, ritual-style ivory silk drape partially submerged in the milk bath, clinging softly to her skin. The fabric is delicate and translucent, edged with fine gold-thread embroidery for a sensual, sacred aesthetic.",
"accessories": "Minimal ritual jewelry—thin gold collar necklace resting above the milk surface, delicate arm cuff, subtle finger ring—kept refined to maintain focus on beauty and skin.",
"hair": "Her hair is sleek and ritual-polished, partially damp and slicked back at the crown, with soft wet strands framing her face naturally, reflecting candlelight.",
"makeup": "High-fashion Cleopatra beauty makeup with ceremonial artistry—perfectly sculpted brows, elongated black kohl eyeliner, vibrant eyeshadow layered in turquoise, teal, emerald, sapphire blue, and metallic gold. Beneath the eyes, subtle artistic ink-inspired accents echo ancient Egyptian symbolism. Her skin is luminous and dewy, cheeks softly flushed, and lips finished in a nude-rose satin sheen."
},

"ritual_props": {
"bath": "A carved alabaster bathtub filled with warm milk infused with honey, almond oil, and lotus essence.",
"floating_elements": [
"Fresh lotus flowers",
"Soft white rose petals",
"Delicate gold flakes shimmering on the milk surface"
],
"beauty_products": [
"Small golden perfume vial with lotus and myrrh oil",
"Alabaster bowl of honey and milk mixture",
"Clay jar of mineral kohl and pigment powders"
]
},

"background": {
"macro_environment": "An intimate royal bathing chamber within Cleopatra’s palace, designed as a sacred beauty sanctuary.",
"midground_details": "Soft linen curtains, glowing oil lamps, tall candles, and subtle steam rising from the bath, creating a warm and sensual atmosphere.",
"micro_elements": "Milk ripples around her skin, floating petals touching her shoulders, tiny droplets of moisture on her collarbones, reflections of candle flames on gold jewelry, visible stone texture on the tub, and delicate fabric translucency—every detail sharply rendered with zero blur."
},

"lighting": {
"type": "Warm cinematic candlelight combined with soft ambient palace glow.",
"effect": "Golden highlights sculpt her face and skin while gentle shadows enhance depth, intimacy, and divine beauty."
},

"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "85mm prime lens for beauty editorial compression",
"aperture": "f/8 for maximum facial and detail sharpness",
"iso": 100,
"shutter_speed": "1/160s",
"focus": "Extreme sharp focus on facial features, skin texture, makeup details, and milk surface, no bokeh, no blur"
},

"style": "Luxury beauty editorial, sacred milk bath ritual, ancient Egyptian goddess realism, intimate yet powerful, ultra-detailed, luminous skin focus, cinematic elegance"
}