【時事有感】IT業不行了,健康照護領域才是金主的新寵

WM_money

來看看最新的 EE TIMES 的報導:

“Venture capital rebounds in second quarter—Health care deals outpace information technology”

(IT業不行了,健康照護領域才是金主的新寵)

以下是英文的原文和中文的翻譯 :

EE Times
(07/18/2009 12:01 AM EDT)

SAN JOSE, Calif. — Venture capital investments leapt 32 percent in the second quarter to hit $5.27 billion, up from $4 billion in the first three months of the year, the lowest level in a decade, according to Dow Jones VentureSource.

The quarter was still well below the $8.33 billion level recorded in the second quarter of 2008. The rebound comes amid a shift in dynamics to fewer smaller deals.
The quarter also was the first in which investments in health care outpaced those in information technology. The health care sector received $2.23 billion in investments in the quarter compared to IT which attracted $1.88 billion.

“Investors are diversifying their portfolios away from traditional investment areas like biopharmaceuticals and software toward segments like medical devices and information services while also pulling back on how much they are willing to invest in each deal,” said Jessica Canning, director of global research for Dow Jones VentureSource.

Many major hardware electronics categories were down in the second quarter from the first three months of the year. Investments in communications slipped from $296 million to $258 million, computing fell from $237 million to $184 million and semiconductors slid from $170 million to $156 million.

Medical devices bucked the trend, rising significantly to $765 million in the second quarter from $545 million in the first three months of the year. Investments in renewable energy also were up, rising to $220 million the second quarter from $155 million in the first quarter of 2009.

The median deal size overall fell to $5 million in the second quarter, down from $8 million a year ago, the lowest median deal size since 1999. As usual, California dominated venture capital activity in the second quarter with 42 percent of the nation’s deal flow and 46 percent of the capital invested.

根據Dow Jones VentureSource的統計數據,第二季美國風險資本(Venture capital)業投資金額從第一季創新低的40億美元大幅成長32%,達到52.7億美元水準;但該數字仍遠低於去年同期的83.3億美元。此外第二季投注在健康照護產業的風險資金首度超越IT產業

與第一季相較,不少主要電子硬體投資項目所募得的金額,在第二季都呈現下滑;例如通訊領域投資金額從2.96億美元減少為2.58億美元,運算領域投資金額從2.37億美元掉到1.84億美元,而半導體領域投資金額則由1.7億美元縮水為1.56億美元。

健 康照護產業(health care)產業在第二季取得了22.3億美元資金,IT產業則為18.8億美元。Dow Jones VentureSource分析師Jessica Canning表示,金主們有將投資項目多樣化的趨勢,其關注點從傳統領域的生物製藥(biopharmaceuticals)、軟體等產業,轉向醫療設 備、資訊服務(information services)等;投資者願意在每個案件上押注的金額也越來越保守。

至於醫療設備領域資金則逆勢成長,由第一季的5.45億美元增為7.65億美元;可再生能源領域的資金也增加,由第一季的1.55億美元成長至2.2億美元。

Dow Jones VentureSource的統計亦顯示,第二季投資案平均金額由一年前同期的800萬美元縮水為500萬美元,是1999年以來的最低記錄。而以區域來看,美國加州仍是風險資本業最活躍的地方,投資交易量佔全美42%,已投注資本則佔全美46%。

WM

在美國什麼行業最好賺呢? 就是開西醫院和西藥廠以及各種因應醫療行為而生的產業。

精明的創投業者(Venture capital)當然瞭解到美國這個國家在百業不振時誰還在大賺其錢! 工程學系早已經不是升請大學的最吃香選擇。做醫生還是一個最賺錢而永不褪色的行業(如果一般大眾都還是在西醫才是唯一的醫學的思維下的話)。

看恩師對於現代醫學產業的評判,我們再來看這則新聞就會瞭解這背後的一切。

有一陣子陪太太看了一下描寫西醫院的日劇「醫龍」,我最後還是沒看完,但是有一句話印象很深刻,那就是以賺錢為最高原則的院長告訴熱血青年的天才外科醫生的一句話:「醫院就是一門生意啊! (病院おビジネスです)(Hospital is business)」

看這則新聞知道此言恐非虛言啊!

(by 阿旺)

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