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Australian-Chinese journalist detained for 3 years in China returns to Australia_我的网站

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A | 英伟达在过去一年中极其亮眼的盈利表现，不仅无形中抬高了华尔街对它的期望，也拉高了所谓“业绩超预期”的门槛，这使得该股陷入了一个令许多投资者感到困扰的“魔咒”：每逢英伟达公布季报后，越来越难有正面的股价回应…… 这家总部位于加州圣克拉拉的芯片巨头，将于周三美股收盘后公布2027财年第二季业绩。 CANBERRA, Australia -- A Chinese Australian journalist who was convicted on murky espionage charges and detained in China for three years has returned to Australia, Prime Minister Anthony Albanese said Wednesday.Cheng Lei, 48, worked for the international department of China's state broadcaster CCTV. She has reunited with her two children in Melbourne, Albanese said.Her return comes ahead of Albanese’s planned visit to Beijing this year on a date yet to be announced. He will become the first Australian prime minister to visit the Chinese capital in seven years.Albanese said Australia had traded nothing with China for Cheng's release.“Her release follows the completion of judicial processes in China,” he said.China’s Ministry of State Security said that Cheng had been approached by a foreign organization in May 2020 and provided them with state secrets she had obtained on the job in violation of a confidentiality clause signed with her employer. A police statement did not name the organization or say what the secrets were.A court in Beijing convicted her of illegally providing state secrets abroad and she was sentenced to two years and 11 months, the statement said. She was deported Wednesday after serving her sentence, presumably because she had already been detained for that long .“Her return brings an end to a very difficult few years for Ms. Cheng and her family," Albanese said. "The government has been seeking this for a long period of time and her return will be warmly welcomed not just by her family and friends but by all Australians.”The FreeChengLei account on X, formerly known as Twitter, posted a photo of Cheng with Australian Foreign Minister Penny Wong and Australia's ambassador to China, Graham Fletcher.The post included a quote, apparently from Cheng, that read: “Tight hugs, teary screams, holding my kids in the spring sunshine. Trees shimmy from the breeze. I can see the entirety of the sky now! Thank you Aussies.”Albanese’s government has been lobbying for the release of Cheng and another Chinese Australian held in China since 2019, Yang Hengjun.Bilateral relations have improved since Albanese's center-left Labor Party was elected after nine years of conservative rule. Beijing has lifted several official and unofficial trade barriers on Australian exports.Albanese's reference to China's judicial system suggested that Cheng had recently been sentenced after she was convicted in a closed-court trial last year on national security charges.Questioned by a reporter, Albanese said China was not acknowledging through Cheng's release that she posed no threat or had been wrongfully detained.“No, China would have not have said that that's the position. China would say that the judicial processes have been completed in China,” Albanese said.Chinese Foreign Ministry spokesperson Wang Wenbin said that the Chinese judicial system tried the case “in accordance with the law, fully safeguarding the rights enjoyed by the person concerned in accordance with the law.”Albanese said he spoke to Cheng in Melbourne, where her children have been living with her mother, and that they discussed a letter she had written to the Australian public in August to mark the third anniversary of her detention. The Chinese-born journalist spoke in her letter about her love for her adopted country.In the letter, she also described her living conditions in detention in China, saying she was allowed to stand in sunlight for just 10 hours a year.“She is a very strong and resilient person ... and when I spoke with her she was delighted to be back in Melbourne,” Albanese said.Albanese did not say whether Yang was also likely to be released.“We continue to advocate for Dr. Yang’s interests, rights and wellbeing with the Chinese authorities at all levels,” Albanese said.Yang, a 58-year-old writer and democracy blogger, told his family in August he fears he will die in a Beijing detention center after being diagnosed with a kidney cyst, prompting supporters to demand his release for medical treatment.Yang has been detained in China since January 2019, when he arrived in Guangzhou from New York with his wife and teenage stepdaughter.Yang received a closed-door trial on an espionage charge in Beijing in May 2021 and is still awaiting a verdict.Yang's friend, University of Technology Sydney academic Feng Chongyi, said on Wednesday a verdict had been postponed for three months 11 times and the next possible ruling was January.He said Cheng’s release was good news for Yang. “I do hope Yang is treated in the same way. Given Yang’s poor health, his release is actually more urgent,” Feng said.___Associated Press writer Ken Moritsugu in Beijing contributed to this report.___This story corrects the name of the Chinese security agency.。

B | 如下图所示，在过去四个季度中，尽管其每股收益、营收以及未来业绩指引均达到或超越了市场预期，但其股价在财报发布次日，却无一例外地出现了下跌。 甚至在英伟达财报发布三周之后，其股价往往都无法走出泥潭。据Bespoke Data数据显示，过去一年间，除了去年第二季度仅达到指引预期外，英伟达的所有主要业绩指标其实均超出了市场预期。然而，其股价在财报发布翌日却仍遭到投资者抛售。 “当我考虑英伟达的业绩指引时，我也会考虑到这样一个事实：过去大约三年里，他们一直都在超预期……因此，无论他们给出怎样的指引，市场在心理上都已经默认其最终表现会比指引更进一步，”韦德布什证券分析师Matthew Bryson周一表示。

C | 而眼下尤为关键的是，整场人工智能基础设施建设的沉重押注，如今几乎全系于英伟达一身——该公司不仅被视作无可替代的主导性硬件供应商，甚至还扮演着行业“出资人”的角色。

D | 问题在于，英伟达在财报日究竟能做些什么来真正打动投资者？ 独挑大梁 据FactSet数据显示，华尔街目前预计英伟达第二财季每股收益为2.09美元，第二财季营收为922亿美元。Cantor Fitzgerald在周六的一份报告中则强调，市场对英伟达第三财季营收的共识预期已达1037亿美元。分析人士表示，在市场预期早已高度透支的情况下，英伟达或许只有再次交出超越极限的答卷，才能赢得资本市场的掌声。 Rosenblatt Securities分析师Kevin Cassidy周一表示：“如果第三财季的营收指引能够突破1050亿美元，对市场而言将是个极大的惊喜；而一旦达到1100亿美元，那就是绝对爆炸性的表现了。” 此外，相比于将利润持续砸回AI建设的无限投入中，如果公司能释放出将更多盈利回馈给股东的信号，或许能从华尔街那里赢得更多的赞美。 Cassidy补充道：“如果财报数据未能惊艳全场，我们密切关注的另一个催化剂，将是他们是否会兑现承诺——将50%的自由现金流用于股票回购和提高分红。” 英伟达在6月举行年度股东大会时，公司创始人兼首席执行官黄仁勋曾表示，基于对可持续市场增长和自由现金流生成能力的信心，我们计划在今年、明年以及更长期内，向股东返还50%或更多自由现金流，并随着时间推移继续提高股票回购和股息。 Cassidy将英伟达资本结构的潜在变化，比作苹果公司在其标志性产品iPhone增长开始放缓后所做的选择。他指出，“当大家对iPhone的增长数据逐渐脱敏后，苹果曾开启过大举回购，我认为英伟达接下来很可能会重演这一幕。” 此外，关于英伟达最新AI芯片平台Vera Rubin的消息也可能影响股价，尽管行业专家对其短期内的实际应用场景存有疑问，因为该平台的技术能力似乎远超当前可实现的商业需求。 “它的存在很酷，我也喜欢阅读这类新闻。

E | 但至于谁会使用它、用户是否愿意付费、以及愿意支付多少——所有这些问题目前都悬而未决，”德勤前首席云战略官David Linthicum表示。最后，无论英伟达股价在本次财报发布后如何演绎，这组最新业绩数据都将成为全场焦点，并实时折射出由AI浪潮所推动的全球股市的健康状况。正如Benchmark StoneX软件行业分析师Yi Fu Lee所言：“英伟达毫无疑问是整个AI行业的风向标。它也是我观察所有SaaS概念股的晴雨表，因为它的表现直接反映了半导体领域对GPU的真实需求是否依然强劲。”

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