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职场口语: 投资行业选择

职场口语: 投资行业选择

职场口语: 投资行业选择

发布于 2026-10-16 · 时长 8:55

字幕摘录

时间英文中文
0:00So the reality of where we stand today is that there's so much value in the remaining因此,今天我们所处的现实是, 剩下的价值如此之多
0:07493 stocks493个库存
0:09Particularly in small and mid-cap growth and we like three industries and we've liked these three industries and last year when Tasos and I chat特别是在中小型增长中 我们喜欢三个行业 我们喜欢这三个行业 去年塔索斯和我聊天时
0:18We also reiterated and we're doubling down on these industries and the first one is obviously我们还重申,我们正在加倍 这些行业,第一个显然
0:23technology and digital and that includes AI and cyber and技术与数字化,包括人工智能和网络
0:29All of the tremendous momentum and growth that's going to continue to come out of this所有巨大的动力和增长 将会继续从中产生
0:33But let's not forget what fuels the growth of the digital and technology但是我们不要忘记什么推动了 数字和技术的发展
0:39Innovations that are happening around the world.世界各地正在发生的创新。
0:41That's这是
0:43Semiconductors so they are the brains behind what is happening in the advancements and the revolution that's happening in the tech space半导体是技术空间 进步和革命背后的大脑
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序号英文中文
1So the reality of where we stand today is that there's so much value in the remaining因此,今天我们所处的现实是, 剩下的价值如此之多
2493 stocks493个库存
3Particularly in small and mid-cap growth and we like three industries and we've liked these three industries and last year when Tasos and I chat特别是在中小型增长中 我们喜欢三个行业 我们喜欢这三个行业 去年塔索斯和我聊天时
4We also reiterated and we're doubling down on these industries and the first one is obviously我们还重申,我们正在加倍 这些行业,第一个显然
5technology and digital and that includes AI and cyber and技术与数字化,包括人工智能和网络
6All of the tremendous momentum and growth that's going to continue to come out of this所有巨大的动力和增长 将会继续从中产生
7But let's not forget what fuels the growth of the digital and technology但是我们不要忘记什么推动了 数字和技术的发展
8Innovations that are happening around the world.世界各地正在发生的创新。
9That's这是
10Semiconductors so they are the brains behind what is happening in the advancements and the revolution that's happening in the tech space半导体是技术空间 进步和革命背后的大脑
11So let's keep that in mind as well as a very unique and interesting opportunity for clients globally因此,让我们记住这一点 以及一个非常独特和有趣的机会 全球客户
12Secondly health care we talk about that often我们经常谈第二批保健
13But why is health care going to be an important sector to be an invest?但是,为什么保健将成为投资的一个重要部门?
14Investor in that is because a third of the world's population is over the age of 65投资者是世界上三分之一的人口超过65岁。
15healthcare consumption is going to continue to rise and the amount of innovation and保健消费将继续增加,创新和
16disruption and drug discovery and exploration干扰和药物发现与探索
17That is advancing and happening in the health care space is医疗领域正在进步,
18Exponential so you're going to see health care being core center证明你可以看到 医疗是核心中心
19Opportunity for investors globally as well and the third and last piece全球投资者的机会以及第三和最后一次机会
20that we think is going to be compelling still is the transition from fossil fuels and我们认为,从化石燃料和
21Traditional energy sources to clean and green energy.传统能源为清洁和绿色能源。
22You're going to hear all about that this week here at Davos这周在达沃斯你会听到的
23You're going to hear about all of the transfer你会听到所有调职的事
24transformational technologies that are happening in the clean energy space and we believe that this is also very very compelling for在清洁能源空间中正在发生的转型技术,我们认为,这也非常有必要。
25Investors to think about different parts of that value chain batteries投资者考虑价值链电池的不同部分
26Clean energy storage and the like so the reality of where we stand today is that so the reality of where we stand?清洁的能源储存之类的 所以我们今天所处的现实就是 我们所处的现实?
27Today is that it is time to take stock of where we stand and stop and think今天是总结一下我们的立场的时候了,
28Here's where we stand right now.这就是我们现在的立场。
29That is where we stand at the moment这就是我们现在的立场
30So now all we're doing is waiting good to know where we stand interesting choice Brooklyn for bankers所以,现在我们所做的只是等待好的 知道我们在哪里 有趣的选择布鲁克林的银行家
31We'd be living off the principle not the interest我们要靠原则而不是利益生活
32This is where we stand today.这就是我们今天的立场。
33There's so much value in the remaining剩下的有这么多价值
34493 stocks493个库存
35Particularly in small and mid-cap growth and we like three industries and we've liked these three industries and last year when Tasos and I check特别是在中小型增长中 我们喜欢三个行业 我们喜欢这三个行业 去年塔索斯和我检查
36We also reiterated and we're doubling down on these industries我们还重申,我们正在加倍 这些行业
37we also我们也
38Reiterated and we're doubling down on these industries.重新确认,我们正在加倍 这些行业。
39My first question is我的第一个问题是
40successive country heads of Amazon India have talked about doubling down on亚马逊印度历届国家首脑都说要加倍
41Investment in the territory.在境内投资。
42Is that going to continue?还会继续吗?
43Is that plan in place?计划就绪了吗?
44We should be doubling down on restoring the quality of life and our social fabric我们应该加倍恢复生活质量和我们的社会结构
45But if it's not working, don't double down on it但是,如果它不起作用, 不要加倍下来
46We've doubled down on asset-based youth development and the first one is我们以资产为基础的青年发展翻了一番 第一个是
47obviously technology and digital and that includes AI and cyber and很明显,技术和数字化技术,包括人工智能和网络技术。
48All of the tremendous momentum and growth that's going to continue to come out of this that's going to continue to come out所有巨大的动力和增长 将会继续从中涌现出来
49Of this so the idea of very specific所以这个想法非常具体
50Diagnostic microscopes comes out of this and of course those feelings of the status competition that comes out of that drives the诊断显微镜从中产生 当然还有那种感觉 状态竞争从中产生
51consumerism in our society社会中的消费主义
52Why is it that the carbon dioxide that comes out of this deeply buried oceanic tectonic plate is only coming out of the volcanoes?为什么这个深埋的海洋构造板块产生的二氧化碳 只会从火山中产生?
53But let's not forget what fuels the growth of the digital and technology但是我们不要忘记什么推动了 数字和技术的发展
54Innovations that are happening around the world.世界各地正在发生的创新。
55That's这是
56What is happening in the advancements in the revolution that's happening in the tech space正在科技领域发生的革命进展
57So let's keep that in mind as well as a very unique and interesting opportunity for clients globally因此,让我们记住这一点 以及一个非常独特和有趣的机会 全球客户
58Secondly health care we talk about that often我们经常谈第二批保健
59But why is health care going to be an important sector to be an invest?但是,为什么保健将成为投资的一个重要部门?
60Investor in that is because a third of the world's population is over the age of 65投资者是世界上三分之一的人口超过65岁。
61Health care consumption is going to continue to rise and the amount of innovation and保健消费将继续增加,创新和
62disruption and drug discovery and exploration and毒品的发现和探索
63Disruption and drug干扰和毒品
64discovery and发现和
65Exploration and in order to do that you have to think where is the bottleneck in this drug discovery?探索和为了做这些,你必须思考 在这个药物发现的瓶颈在哪里?
66They are terrific to use for modeling disease and potentially for drug discovery用来模拟疾病和药物发现
67Machine learning is turning the traditional model of drug discovery on its head机器学习正在改变 药物发现的传统模式
68Humanities isn't very good at drug discovery.人文学科不擅长药物的发现.
69This is just so important in这件事很重要
70bringing带来
71many数量
72Healthcare related advances it will保健方面的进步
73Accelerate drug discovery that is advancing and happening in the health care space is加快药物的发现,正在推进和在保健领域发生
74Exponential so you're gonna see health care being core center指证,所以你会看到 卫生保健的核心中心
75Opportunity for investors globally as well and the third and last piece全球投资者的机会以及第三和最后一次机会
76That we think is going to be compelling still is the transition from fossil fuels and我们认为,从化石燃料和
77Traditional energy sources to clean and green energy.传统能源为清洁和绿色能源。
78You're gonna hear all about that this week here at Davos这周在达沃斯你会听到这些
79You're gonna hear about all of the transfer你会听到所有调职的事
80Transformational technologies that are happening in the clean energy space and we believe that this is also very very compelling在清洁的能源空间中正在发生的变革性技术,我们认为,这也非常有说服力。
81For investors to think about different parts of that value chain to think about投资者可以考虑价值链的不同部分
82different parts of that其中不同部分
83value chain价值链
84Now their efficiency and removing the middlemen现在他们的效率 和清除中间人
85Creating shorter value chains ensures that not only the farmer benefits the retailer benefits建立较短的价值链,不仅确保农民受益于零售商
86But the consumer has access to healthier food cities want to be part of global value chains但消费者可以进入更健康的食品城市,希望成为全球价值链的一部分
87We thinking everything from the ground up with a holistic view across the value chain我们从头到尾地思考一切 以整个价值链的整体观点
88There is less need for vertically integrated organization and value chains at least can break up不太需要纵向一体化组织,价值链至少可以解体
89There's gonna be a lot of people.必有众生.
90This is jobs and opportunity all the way up and down the value chain batteries这是工作与机会 一直上下价值链电池
91Clean energy storage and the like清洁能源储存等
92So the reality of where we stand today is that there's so much value in the remaining因此,今天我们所处的现实是, 剩下的价值如此之多
93493 stocks493个库存
94Particularly in small and mid-cap growth and we like three industries and we've liked these three industries and last year went tosses特别是在中小型增长中 我们喜欢三个产业 我们喜欢这三个产业 去年又开始抛掷
95And I check we also reiterated and we're doubling down on these industries and the first one is我检查一下,我们也重申, 我们正在加倍 这些行业,第一个是
96obviously technology and digital and that includes AI and cyber and很明显,技术和数字化技术,包括人工智能和网络技术。
97All of the tremendous momentum and growth that's going to continue to come out of this所有巨大的动力和增长 将会继续从中产生
98But let's not forget what fuels the growth of the digital and technology但是我们不要忘记什么推动了 数字和技术的发展
99Innovations that are happening around the world.世界各地正在发生的创新。
100That's这是
101Semiconductors so they are the brains behind what is happening in the advancements and the revolution that's happening in the tech space半导体是技术空间 进步和革命背后的大脑
102So let's keep that in mind as well as a very unique and interesting opportunity for clients globally因此,让我们记住这一点 以及一个非常独特和有趣的机会 全球客户
103Secondly health care we talk about that often我们经常谈第二批保健
104But why is health care going to be an important sector to be an invest?但是,为什么保健将成为投资的一个重要部门?
105Investor in that is because a third of the world's population is over the age of 65投资者是世界上三分之一的人口超过65岁。
106healthcare consumption is going to continue to rise and the amount of innovation and保健消费将继续增加,创新和
107disruption and drug discovery and exploration干扰和药物发现与探索
108That is advancing and happening in the health care space is医疗领域正在进步,
109Exponential so you're going to see health care being core center证明你可以看到 医疗是核心中心
110Opportunity for investors globally as well and the third and last piece全球投资者的机会以及第三和最后一次机会
111that we think is going to be compelling still is the transition from fossil fuels and我们认为,从化石燃料和
112Traditional energy sources to clean and green energy.传统能源为清洁和绿色能源。
113You're going to hear all about that this week here at Davos这周在达沃斯你会听到的
114You're going to hear about all of the transfer你会听到所有调职的事
115transformational technologies that are happening in the clean energy space and we believe that this is also very very compelling for在清洁能源空间中正在发生的转型技术,我们认为,这也非常有必要。
116Investors to think about different parts of that value chain batteries投资者考虑价值链电池的不同部分
117Clean energy storage and the like and we believe that this is also very very compelling清洁的能源储存之类的,我们相信,这也非常有说服力
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