Workflow
Huan Qiu Wang
icon
Search documents
美媒揭H20芯片解禁幕后:黄仁勋赴白宫向特朗普力陈“放弃中国市场是严重错误”
Huan Qiu Wang· 2025-07-18 05:34
两名匿名知情人士透露,黄仁勋上周在椭圆形办公室与特朗普会面时,敦促恢复H20芯片对华销售。他 认为,美国芯片"应成为全球标准",而"将庞大的中国市场拱手让给本土竞争对手显然是一个严重错 误"。英伟达一名主要投资人表示,黄仁勋始终坚持主张,赢得中国开发者的青睐,防止被夺走主导 权,才是美国人工智能赢得全球竞争的最佳路径。 几天后,英伟达宣布美国政府改变了立场。7月15日,黄仁勋在北京宣布,美国已批准H20芯片销往中 国。他接受记者采访时还表示:"中国市场如此庞大、充满活力。人工智能在中国发展非常快,我非常 高兴看到中国的人工智能发展。这里有全球50%的人工智能研究人员,因此美国企业扎根中国市场的确 至关重要"。 不过,《纽约时报》表示,7月16日在北京出席活动的黄仁勋淡化了自己对特朗普的影响力,"我不认为 我改变了他的想法。我的职责是向特朗普总统介绍我所熟知的领域,包括科技行业、人工智能以及全球 AI发展动态等"。 【环球网报道 记者 姜蔼玲】"英伟达CEO黄仁勋是如何说服特朗普向中国出售人工智能芯片的"?美国 《纽约时报》17日披露了黄仁勋如何促使美国总统特朗普改变主意,推翻其今年4月作出的对华销售 H20芯 ...
链博会释放农业绿色信号:双维度标打开农业转型通道
Huan Qiu Wang· 2025-07-18 03:18
来源:环球网 理准则,溯源种肥药的源头与配比。从田间到地头,用脚步丈量责任,以专业审视标准,让每一份上榜 农产都经得起土地的见证与时间的检验。 供应链革命:从田间到国际市场的绿色通道 绿星榜单首批仅5家企业上榜,这种 "少而精" 的筛选逻辑,反而凸显了其标杆意义。在链博会绿色农业 主题活动论坛上,行业专家指出,当前农业绿色转型的最大痛点是 "环保投入与经济效益失衡",而绿 星榜单通过市场认可机制,让践行可持续发展的企业获得溢价。 链博会:农业绿色标准的全球试验场 作为全球供应链领域的顶级盛会,链博会已成为产业规则重构的重要平台。本届链博会以"链接世界、 共创未来"为主题,吸引了全球众多企业和行业专家参与。熊猫指南CEO毛峰在发布现场直言,绿色转 型是时代赋予农业的使命。这与链博会"链接世界,共创未来"的主题形成深层呼应,当跨国供应链日益 关注碳足迹和ESG指标,中国农业需要建立自己的绿色话语体系。 绿星榜单的破题点在于将抽象的 "绿色" 拆解成可执行的供应链指标。不同于传统农产品评价侧重品 质,其新增的 "绿色再生可持续" 维度直指种植端核心:要求企业必须践行水和土壤健康管理、资源高 效利用等硬性指标。 硬核 ...
第三届链博会上的“健康链”:中外企业共筑大健康产业生态
Huan Qiu Wang· 2025-07-18 03:10
来源:环球网 【环球网报道 记者 李青云】7月16日至20日,第三届中国国际供应链促进博览会(以下简称链博会)在 北京中国国际展览中心顺义馆举办。记者深入3号馆健康生活链展区,亲身感受到这里中外企业携手共 进、创新合作的蓬勃活力。 外国展商点赞中国供应链 本次链博会,不少外国参展商选择与中国合作方或者中国供应商一同参展。 星巴克中国连续第三届参展。展台上,星巴克携手战略合作伙伴远景,联合供应商伙伴结成减碳联盟, 聚集全链绿色力量,打造面向未来的可持续供应链。此外,星巴克即饮业务首次登陆链博会展台,全面 展示从创新、采购、生产到分销的本土化产业链布局。 作为唯一参展的外资美妆企业,首次登上链博会舞台的欧莱雅,展示日化及美妆产业链的创新能力和合 作成果。在展台看到,欧莱雅旗下多个品牌的护肤品、香水等产品外包装均已添加二维码标识,只需扫 码,就能追溯到产品的物流、生产工厂及成分信息。 "欧莱雅在中国生产的化妆品,除了满足中国市场的需求外,还出口到了其他国家。"欧莱雅现场工作人 员向记者介绍,目前公司62%的销量都来自中国两家工厂生产的产品,欧莱雅去年还在中国建成了全球 第一家智能运营中心,每小时可处理超7000个消 ...
被爆曾致爱泼斯坦风格轻佻“露骨”信件,特朗普警告并斥责美媒“诽谤”
Huan Qiu Wang· 2025-07-18 03:01
【环球网报道】有关美国已故富商爱泼斯坦的传闻不断出现。美国《华尔街日报》当地时间17日独家爆 料称,该媒体查阅的文件显示,爱泼斯坦2003年庆祝50岁生日之际,其前女友马克斯韦尔为他制作了一 本生日纪念册,其中收录了数十人寄来的"露骨"信件,风格轻佻,其中一封来自美国现任总统特朗普。 不过,特朗普在接受该报采访时坚决否认自己写过这封信,并斥责该报道是"假新闻"和"诽谤"。 "我这辈子从没画过画,更不会画女性肖像,"特朗普还说,"这不是我的语言风格,也不是我的文字。" 特朗普还表示,如果该报执意就此事发表文章,他准备提起诉讼。"我会起诉《华尔街日报》,就像我 起诉其他人一样。"他说。 另据美国"政治新闻网"等媒体补充,在《华尔街日报》发布该报道几小时后,特朗普当地时间17日表示 他将起诉该报及其所有者。特朗普称,他曾警告《华尔街日报》老板默多克及其主编塔克,称这封信 是"伪造的",并斥责该报道"虚假、恶意,诽谤"。 爱泼斯坦与大量美国政商名流交往密切,因涉嫌性犯罪被捕后,于2019年8月死于狱中,被判定为自 杀。据称,爱泼斯坦掌握一份用于勒索知名人士的"客户名单"。特朗普2024年竞选总统期间承诺,上台 后将公 ...
年内50只主动权益基金清算 发起式基金清盘压力凸显
Huan Qiu Wang· 2025-07-18 02:59
【环球网财经综合报道】尽管今年A股市场整体呈现震荡上行态势,但部分公募权益类基金仍因规模持续缩水触 发清算条件。据Wind数据统计,截至7月16日,年内已有50只主动权益类基金(含普通股票型、偏股混合型及 FOF产品)进入清算程序,其中发起式基金成为清盘"重灾区"。 分析人士认为,今年权益基金清盘数量增多,一方面与市场结构性行情有关——资金向头部基金和赛道型产品集 中,中小规模基金吸引力下降;另一方面,渠道销售资源向绩优产品倾斜,导致新发基金"保成立"容易、"做规 模"难。 上海某公募基金渠道总监表示:"现在投资者更倾向选择历史业绩稳定、品牌知名度高的产品,中小基金公司若缺 乏明星基金经理或差异化策略,很难在竞争中突围。" 天相投顾基金评价中心负责人指出:"发起式基金的清盘不应简单视为失败,而是市场优胜劣汰的体现。未来基金 公司需更谨慎评估产品策略与自身资源匹配度,避免盲目跟风发行。" 7月15日,中银证券慧泽进取3个月持有正式启动清算程序。该基金为发起式FOF产品,成立于2022年7月7日,由 中银证券自购1000万元设立。然而,截至2025年一季度末,其资产净值仅0.28亿元,较成立时增长不足0.18亿元 ...
上市险企上半年保费收入稳健增长 新华保险同比增幅超两成
Huan Qiu Wang· 2025-07-18 02:59
Group 1 - The core viewpoint of the articles highlights the robust recovery of the insurance market in China, as evidenced by the year-on-year growth in premium income reported by major insurance companies [1][3] - New China Life Insurance led the industry with a 23% increase in premium income, achieving 121.26 billion yuan, while China Pacific Insurance and ZhongAn Online reported growths of 6% and 9%, respectively [3][4] - The insurance industry is undergoing a significant change in information disclosure practices, with major players like China Ping An and China Life announcing the cancellation of monthly premium income reports starting January 2025, shifting focus to semi-annual and annual reports [1][3] Group 2 - New China Life's growth is attributed to the performance of its individual insurance channel and the expansion of its bank insurance channel, which has become a key growth driver [3][4] - China Pacific Insurance's premium income reached 267.85 billion yuan, showing balanced development in life and property insurance, while ZhongAn Online achieved 14.82 billion yuan in premium income, driven by innovative health and digital life insurance products [3][4] - The reduction in monthly data disclosure is seen as a move to minimize short-term market fluctuations and to encourage a shift from a "scale-oriented" approach to a "quality-oriented" strategy within the industry [3][4]
【产业观察】标准落地 生态共振,透视中国显示业“护眼2.0”拐点
Huan Qiu Wang· 2025-07-18 02:57
【环球网科技报道 记者 张阳】在数字化浪潮席卷全球的今天,显示设备已成为人们日常生活与工作中不可或缺的一部分。有数据统计显示,现代人日均屏 幕接触时长已突破8小时,随之而来的长时间盯屏引发的视觉疲劳、近视等问题也日益凸显,世界卫生组织数据显示,全球至少26亿人存在视力障碍,其中 长时间电子设备使用导致的视疲劳、近视低龄化等问题尤为突出。 而此次大会的核心议题只有一个:当"护眼"从营销卖点上升为强制性需求,显示产业链如何同步完成技术迭代、标准统一与场景落地。在消费需求与产业发 展方向的双重推力下,标准缺失成为最大短板。大会现场,由中国电研威凯牵头,联合多家头部企业共同修订的《显示设备金E护眼认证规范》正式发布, 首次将蓝光抑制、频闪控制、环境光自适应、眩光管理等指标纳入同一张认证清单,并采用"型式试验+获证后监督"模式,企业需提交完备资质资料,通过 15个工作日专业检测方可获证,证书有效性可在全国认证认可信息公共服务平台查询,确保"质量可量化、认证可追溯"。 "护眼"已成为必须答好的民生课题。在7月16日召开的第二届健康显示大会上,中国电子视像行业协会秘书长董敏用这句话打开了话题。"行业需要把护眼功 能作为核心 ...
高盛:海外基石投资者成港股IPO融资主力军,贡献42%募资额
Huan Qiu Wang· 2025-07-18 02:52
Core Viewpoint - The Hong Kong IPO market is expected to experience explosive growth in 2025, driven by cornerstone investors, with international capital showing a significant rebound in demand for Chinese assets [1][2]. Group 1: IPO Market Performance - In the first half of 2025, the Hong Kong main board completed 42 IPOs, raising a total of HKD 106.7 billion, representing a year-on-year increase of over 220%, making it the largest globally [1]. - Approximately 85% of new stocks successfully attracted cornerstone investors before listing, with an average of 4.4 cornerstone investors per IPO, and over 40% of projects securing more than five cornerstone institutions [1]. Group 2: Investor Sentiment and Trends - International long-term funds, such as pension and sovereign wealth funds, have resumed investments in Hong Kong stocks after several years of adjustment, driven by the attractiveness of undervalued assets, policy support, and innovation in the technology sector [1][2]. - The demand-supply ratio for Hong Kong IPOs this year averages 9%, significantly lower than the past five years' average of 25%, indicating improved public risk appetite [3]. Group 3: Sectoral Insights - The recovery of the Hong Kong IPO market is supported by multiple favorable factors, including regulatory and institutional optimizations, with the Hong Kong Stock Exchange easing listing rules and promoting dual listings for A-share companies [2]. - High-demand sectors such as new energy, artificial intelligence, and biomedicine are accelerating IPO financing, with leading projects like CATL and BYD having a significant impact [2]. Group 4: Future Outlook - Goldman Sachs predicts that the Hong Kong IPO market will remain active in the second half of the year, with total fundraising expected to exceed HKD 150 billion [2]. - The report emphasizes a strong correlation between the proportion of cornerstone investors (30%-50%) and post-IPO market performance, with high-growth technology stocks and stable consumer stocks continuing to attract capital [2].
华尔街巨头集体转向稳定币:传统银行发起支付体系“保卫战”
Huan Qiu Wang· 2025-07-18 02:52
Core Viewpoint - The U.S. financial industry is undergoing a historic transformation as major banks like JPMorgan Chase, Citigroup, and Bank of America announce their plans to enter the stablecoin business, marking a strategic response to the rise of fintech and the potential disruption of the dollar's dominance in global payments [1][3]. Group 1: Legislative Developments - The U.S. Senate passed the "STABLE Act," which establishes a framework for stablecoin issuance, requiring issuers to hold equivalent reserves in dollars or government bonds and to be subject to dual regulation by the Federal Reserve and the Office of the Comptroller of the Currency (OCC) [3]. - The act mandates transparency in asset reserves, and despite initial resistance from conservative members of the House, it is expected to be signed by the President soon [3]. Group 2: Bank Strategies - JPMorgan Chase's CEO Jamie Dimon emphasized the necessity for banks to engage in the stablecoin space to maintain their understanding of payment systems, while Citigroup is developing its own "Citi Stablecoin" focused on cross-border payment scenarios [3][4]. - Bank of America has confirmed that its stablecoin project is in substantial preparation, potentially advancing through industry collaboration [3][4]. Group 3: Market Dynamics - The rise of stablecoins poses a significant threat to traditional payment systems, with 98% of stablecoins pegged to the dollar and 80% of transactions occurring outside the U.S., creating a parallel payment network that bypasses the SWIFT system [3]. - Major stablecoin issuers like Tether and Circle hold $116 billion in U.S. Treasury bonds, positioning them among the top 20 holders of U.S. debt, surpassing some sovereign nations [3]. Group 4: Competitive Landscape - The competition is not merely technological but also a struggle for monetary sovereignty, as stablecoins attract major retailers like Amazon and Walmart to consider alternatives to traditional payment channels like Visa and Mastercard [4]. - JPMorgan has launched its institutional deposit token, JPMD, and plans to expand its use in cross-border trade settlements, while Citigroup aims to integrate stablecoins into supply chain finance through a closed-loop system [4]. Group 5: Future Outlook - Dimon noted that the future will see coexistence between banks and cryptocurrencies, with the key challenge being who will define the future standards of value exchange [5].
19只个股获券商买入评级,多行业个股获机构青睐
Huan Qiu Wang· 2025-07-18 02:52
此外,能源、食品饮料等行业亦有个股入选,显示机构配置思路的多元化。 从评级方向看,19只个股中11只评级维持不变,1只获调高至"买入",该股为物产环能,因业绩超预期 及新能源业务布局获申万宏源上调评级。7只为首次评级。首次覆盖个股涵盖科技、制造、能源等多领 域,包括华工科技、开勒股份、陕西煤业等,反映机构对新赛道及低估值品种的挖掘力度加大。 按Wind行业分类,获买入评级个股集中于三大领域:技术硬件与设备,5只个股入选,包括中际旭创、 天准科技等,涵盖光模块、智能装备等细分赛道;材料Ⅱ,3只个股获覆盖,卫星化学、金达威等化工 龙头在列;资本货物,3只个股上榜,如继峰股份、青达环保,涉及汽车零部件及环保设备。 【环球网财经综合报道】Wind数据显示,7月17日,券商对19只个股给出买入评级,其中2只个股明确 公布目标价格,瀚蓝环境(38.94元)与卫星化学(21.30元),目标涨幅分别为52.77%和22.06%。此 外,当日评级调整呈现"稳中有升"态势,技术硬件、材料及资本货物行业个股获密集覆盖,显示机构对 相关板块的长期信心。 根据券商给出的最高目标价测算,瀚蓝环境与卫星化学涨幅显著。华泰证券对瀚蓝环境维持 ...