Singapore shrugs off Iran war as AI boom buoys growth - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
新加坡

Singapore shrugs off Iran war as AI boom buoys growth

Oil trading hub raises its GDP outlook and says energy market disruption has been less severe than expected
00:00

{"text":[[{"start":7.24,"text":"Singapore’s economy expanded 5.9 per cent in the second quarter from a year earlier as it benefited from the global surge in spending on artificial intelligence and shrugged off disruption to energy markets from the war in the Middle East."}],[{"start":21.16,"text":"The city-state’s Ministry of Trade and Investment on Tuesday raised its full-year growth outlook to 4.5 per cent to 5.5 per cent. That was a stark uptick from its previous estimate in May of growth of 2-4 per cent, which was based on expectations of the war in Iran weighing on global economic growth."}],[{"start":39.16,"text":"For the first half of the year, GDP growth was 6.1 per cent on a year earlier, the ministry said."}],[{"start":46.2,"text":"As an international trade hub, Singapore is heavily exposed to geopolitical disruption."}],[{"start":51.96,"text":"The city-state is one of the world’s most important oil and gas trading centres — earning it the moniker of the “Houston of Asia” — and was seen as particularly susceptible to the global energy crisis."}],[{"start":61.64,"text":"“The effects of the conflict continue to ripple across the world — through higher energy prices, disrupted supply chains and increased costs for households and businesses,” Prime Minister Lawrence Wong said during his National Day speech this weekend."}],[{"start":75.48,"text":"“Despite the challenges, Singapore’s economy has remained resilient. Growth has been robust in the first half of the year, and we expect the momentum to continue,” he added."}],[{"start":85.08,"text":"The MTI said the impact of the Iran war had been less severe than expected, as countries had drawn down on oil stockpiles and switched to alternative energy sources, which led to a cap on prices."}],[{"start":96.24,"text":"At the same time, the MTI said investment in AI had been stronger than anticipated, a boon for producers and exporters of AI-related products such as semiconductors."}],[{"start":106.16,"text":"The big four hyperscalers in the US — Google, Amazon, Microsoft and Meta — have made a total of $1.1tn of capital expenditure on data centres, advanced chips and the power to run them since the beginning of the AI boom in 2023."}],[{"start":120.28,"text":"Those investments have increased this year, and Singapore is positioning itself to be a major AI hub."}],[{"start":126.16,"text":"“AI is already transforming industries and changing the way we work,” Wong said. “Here in Singapore, we will make full use of AI to raise productivity and create better jobs.”"}],[{"start":137.84,"text":"But the positive outlook on AI for Singapore came just days after the central bank warned of the risks to the global economy if the AI boom falters."}],[{"start":147.8,"text":"The Monetary Authority of Singapore, which is also the city-state’s financial regulator, said global growth, investment and financial market performance were deeply tied to the semiconductor and data centre sectors, and any slowdown could have far-reaching consequences."}],[{"start":164.36,"text":"“If . . . there is a major retrenchment in AI investment, it could sharply weaken global growth through a fall in business investment and semiconductor demand and negative wealth effects,” warned Chia Der Jiun, the authority’s managing director. “A sharp tightening of global financial conditions could result.”"}],[{"start":182.16,"text":"The MAS warnings coincided with a hit to the stocks of some of the biggest chipmakers over fears of the durability of the AI boom."}],[{"start":194.8,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1786438164_3677.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

能源危机加剧,燃料补贴拖累公共财政

过去四个月,出台燃料补贴以保护消费者免受价格飙升影响的国家数量增加了一倍多,各国财政压力进一步加重。

全球最火热股市为何反成韩国之累

韩国股价的剧烈波动正在损害国家形象。

必须采用不同方式监管金融领域的AI

在我们急于监管之前,我们应该思考如何不剥夺这项工具的益处,又管理好其造成伤害的风险。

他会成为印度尼西亚下一任总统吗?

德迪•穆利亚迪在社交媒体上的高度活跃,帮助他与选民建立起深厚联系。在许多人眼中,他是一个真正贴近民众的“自己人”。
6小时前

多边主义不是理想主义,而是现实必需

我们需要加强现有合作体系,而不是另起炉灶。

一周展望:日本央行担心通胀超调有没有道理?

投资者正评估日本央行将以多大力度继续加息,以及该行能否跑赢曲线,从而遏制通胀、支撑日元。
设置字号×
最小
较小
默认
较大
最大
分享×