Can Target get its ‘swagger’ back?

目标能否重拾其“风采”?

FT News Briefing

2025-08-21

12 分钟
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单集简介 ...

Chinese regulators are pushing back against US AI chips, Target shares fell more than 6 per cent after the retail group picked an insider to be its new chief executive, and UK inflation accelerated more than expected to 3.8 per cent in July. Plus, China is making a big push for vehicle battery swapping. Mentioned in this podcast: Beijing turns against Nvidia’s AI chip after ‘insulting’ Lutnick remarks Target shares drop as retailer picks insider to lead turnaround drive UK inflation rises more than expected to 3.8% in July Will a 3-minute battery swap beat a 5-minute charge for China’s EV drivers? Today’s FT News Briefing was produced by Fiona Symon, Katya Kumkova, Sonja Hutson, and Marc Filippino. Additional help from Blake Maples, Michael Lello, David da Silva and Gavin Kallmann. The FT’s acting co-head of audio is Topher Forhecz. The show’s theme music is by Metaphor Music.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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单集文稿 ...

  • Good morning from the Financial Times.

  • Today is Thursday, August 21st, and this is your FT News briefing.

  • China is holding a grudge against the US Commerce Secretary,

  • and investors are not happy with the direction Target is headed.

  • Plus, battery swapping might be the future of electric cars, but is China ready for it?

  • I'm Mark Filipino and here's the news you need to start your day.

  • For years now, Chinese tech companies complain that the US restricted selling artificial intelligence chips to China.

  • And for a moment, it looked like they might get their wish for more processors.

  • US officials announced they plan to lift some of those restrictions this month.

  • But Chinese regulators are now looking to clamp down on the imports on their end.

  • The problem?

  • They are offended by comments US Commerce Secretary Howard Lutnick made last month.

  • Lutnick said that the chips going to China would be, quote, not our second best, not even third best.

  • The US limits AI processor sales to China for national security reasons.

  • The recent loosening of the rules only cover Nvidia's older H20 processors.

  • They also require Nvidia to pay a cut of the sales to the US government.

  • Big box retailer Target has a new incoming CEO.

  • Michael Fidelki has worked at the company for 20 years and needs to engineer a turnaround.

  • Target has been struggling lately after its revenue peaked in 2022.

  • But investors aren't too optimistic.