Nan Fang Du Shi Bao
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诺奖学者如何看待全球人工智能投资热潮?一场“理性泡沫”
Nan Fang Du Shi Bao· 2025-11-13 08:26
当前,全球经济与技术格局正处在剧烈变动之中,而人工智能无疑是推动这场变革的核心力量。11月13 日,太湖世界文化论坛·钱塘对话在杭州举办,人工智能是当天嘉宾最为关注的话题之一。 当天上午,北京大学国家发展研究院院长黄益平与诺贝尔经济学奖得主、斯坦福大学荣誉教授迈克尔· 斯宾塞(Michael Spence)展开了一场深度对谈。迈克尔·斯宾塞也分享了对于人工智能投资热潮、全球 人工智能竞争格局变化等诸多问题的观察和思考。 据迈克尔·斯宾塞观察,全球股市的"疯狂"主要源于对数字领域尤其是人工智能的热情和投资驱动。不 仅科技巨头,各类企业乃至整个资本市场都在大规模投入人工智能模型研发与相关基础设施,包括量子 计算、数据中心以及电力供应等领域。从标普500指数来看,超过30%的市值集中在全球前七大科技公 司。 他坦言,市场中确实存在一定泡沫,但这种"狂热"背后反映的并非非理性,而是竞争压力下的理性选 择。"从博弈论的角度看,投资不足的代价远大于投资过度的代价。科技企业若在AI竞赛中落后两三 步,就可能被淘汰出局。"正因如此,中美两国都在不断加大投入,不愿在战略竞争中失去先机。 迈克尔·斯宾塞进一步指出,中美在人工智能 ...
美政府“停摆”结束,民生已受重创!专家分析两党争夺焦点
Nan Fang Du Shi Bao· 2025-11-13 05:55
Group 1 - The U.S. government has ended the longest shutdown in history, lasting 43 days, after President Trump signed a temporary funding bill [1][2] - The funding bill will provide continuous funding for most government agencies until January 30, 2026, and will reverse the layoffs of federal employees initiated during the shutdown [1][2] - The shutdown has significantly impacted over 2 million Americans, particularly in the healthcare sector, with predictions of millions losing health insurance if the healthcare reform discussions do not progress [2] Group 2 - The political discourse surrounding the shutdown has been characterized by accusations from Republican leaders, labeling the Democrats' actions as a "selfish political performance" [1] - Trump has indicated that the healthcare tax credit issue will be a central topic in the upcoming 2026 midterm elections, with plans to propose a new healthcare reform [2] - The focus of the political struggle is on power distribution and solidifying voter bases, particularly concerning healthcare coverage for lower-income groups, which are crucial for the Democratic voter base [2]
波音被判向埃航坠机一死者家属赔超2800万美元!无人生还
Nan Fang Du Shi Bao· 2025-11-13 05:53
Core Points - A jury in Chicago ruled that Boeing must pay over $28 million to the family of a victim from the 2019 Ethiopian Airlines 737 MAX crash, with the total compensation amounting to $35.85 million including interest [2][4] - This ruling is the first formal judgment among numerous lawsuits following the two 737 MAX crashes that resulted in a total of 346 fatalities [2][4] - Boeing has previously entered into a deferred prosecution agreement with the U.S. Department of Justice, agreeing to pay over $2.5 billion in fines and compensation [2][3] Summary by Sections - **Legal Proceedings**: The Chicago jury's decision marks a significant legal outcome for Boeing, as it is the first formal ruling in a series of lawsuits related to the 737 MAX incidents [4] - **Compensation Details**: The family of the victim will receive a total of $35.85 million, which includes the jury's award and 26% interest, and Boeing has committed not to appeal this decision [2][4] - **Previous Agreements**: Boeing had previously faced criminal charges and entered a deferred prosecution agreement in 2021, which included a commitment to cooperate and implement compliance improvements [2][3]
试行一年,11只AIC基金落穗!一AIC总部也或落地广州
Nan Fang Du Shi Bao· 2025-11-13 05:48
金融资产投资公司(AIC)股权投资试点落地广州已一年有余,答卷如何? 据广州市委金融办消息,近日,广州市与AIC合作共赢支持产业发展工作座谈会召开。会议介绍了广州 经济金融总体发展情况、金融赋能产业发展主要措施、支持AIC在穗投资落地有关情况及下一步工作计 划等。会议透露,自2024年9月广州市获批AIC直接股权投资试点以来,已有11只AIC基金在穗落地,基 金落地规模超168亿元,有力支持广州市先进制造、新能源、新一代信息技术等多个重点项目发展。 南都湾财社记者获悉,除了AIC基金"扎堆"广州,一股份行旗下AIC总部也将落地广州。专家认为, AIC纷纷来广州布局,背后是广州的产业硬实力、政策软实力和服务创新力等独特魅力。在多重优势叠 加作用下,广州正加速建设耐心资本集聚高地,为新质生产力发展持续注入新动能。 试点一年多,11只AIC基金在穗落地 会议指出,当前,广州拥有银行、证券、保险等持牌金融机构近400家,全市金融业总资产超13万亿 元。2024年实现金融业增加值3049亿元,金融成为全市第三大支柱产业,广州成为全国第四个金融业增 加值超三千亿的城市。2025年前三季度,金融业增加值同比增长6.1%,增 ...
奇瑞汽车天门山测试撞断护栏!就选址引发担忧及细节疏漏致歉
Nan Fang Du Shi Bao· 2025-11-13 05:46
现场画面。 近日,有网友发布视频称,一辆奇瑞汽车在湖南张家界天门山景区攀爬天梯时,从台阶上下滑撞断部分 护栏。11月13日,南都N视频记者获悉,奇瑞就此事发布致歉声明称,风云X3L在天门山景区进行的极 限挑战测试项目中,因突发意外导致测试中断。奇瑞承诺将全力修复并承担赔偿责任,做好所有善后工 作。 南都记者注意到,今年9月12日,奇瑞汽车执行副总裁李学用曾发微博称:"有好多朋友都问我X3L是不 是在天门山要'搞点事',说他们都看见了。是的,我们的X3L正在筹备挑战张家界天门山的999道天梯, 我们充满信心。网友看到的就是前两天我们在做的挑战前测试,当天一直在下雨,路面非常的湿滑。基 于景区安全和游客体验的考虑,测试中途暂停。等天门山天气好了'不抽象了',我们风云X3L一定会挑 战,请大家持续关注。" (文章来源:南方都市报) 奇瑞汽车在声明中称,11月12日12时,风云X3L在天门山景区进行的极限挑战测试项目中,因突发意外 导致测试中断。经初步调查核实,此事故的直接原因是,测试装置的安全防护绳固定点卸扣意外脱落, 进而导致防护绳缠绕右侧车轮,动力输出受阻,车辆下滑撞击护栏,造成部分护栏受损。所幸本次意外 未造 ...
肖春林,辞去董事等职务!深圳一国企最新公告
Nan Fang Du Shi Bao· 2025-11-13 05:41
11月12日,深圳燃气(601139)发布公告称,近日,公司董事会收到公司董事肖春林辞职申请,因工作 调整原因,肖春林先生申请辞去公司董事、战略委员会委员等职务。 根据《公司法》《公司章程》等有关规定,肖春林先生辞职未导致公司董事会成员人数低于法定最低人 数,不影响公司董事会的正常运作,辞职申请自送达公司董事会之日起生效。辞职后,肖春林先生将不 担任公司任何职务。截至本公告披露日,肖春林先生未持有公司股份。 | | | | | | 是否继续 | | 是否存 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职 | 离任时 | 原定任 | 离任原 | 在上市公 | 具体职 | 在未履 | | | रहे | | 期到期 | | 司及其控 | 务(如 | 行完毕 | | | | 目 | H | ਸਿੱ | 股子公司 | 适用) | 的公开 | | | | | | | 任职 | | 承诺 | | 肖春林 | 重事、 | 2025 年 | 2026年1 | 工作调 | 否 | 不适用 | 否 | | | 战略委 | 11 月 7 | 月 15日 ...
深圳553家企业被令整改,严禁非法使用“金融控股”字样
Nan Fang Du Shi Bao· 2025-11-13 05:15
深圳金融监管局披露的未经批准使用"金融控股""金融集团"等字样及名称中含有"金控"字样的部分存量 机构名单。 公告明确三项整改要求:涉事企业须向市场监管部门申请注销或变更名称及业务范围,移除所有未经许 可的金融类字样;妥善处置未到期债权债务;建立合规经营机制。深圳市地方金融管理局强调,金融属 特许经营行业,逾期未整改者将面临多部门联合惩戒。 值得关注的是,记者梳理被点名企业名单发现,力合科创集团控股的深圳市力合金融控股有限公司、 TCL金融控股(深圳)集团等知名企业均在列。从地域分布来看,来自前海深港合作区的企业占比较 多,且这些企业大部分成立时间集中在2013-2015年。据了解,2020年9月发布的《国务院关于实施金融 控股公司准入管理的决定》及配套办法自2020年11月1日起施行,这意味着此次被点名的企业多为存量 未规范企业。 | 序号 | 经营主体名称 | 统一码 | | --- | --- | --- | | 1 | 深圳市中融信金融控股有限公司 | 91440300192422477L | | 2 | 深圳市前海香江金融控股集团有限公司 | 91440300708487344U | | 3 | 深 ...
百度发布两款昆仑芯AI芯片 披露未来5年迭代路线图
Nan Fang Du Shi Bao· 2025-11-13 04:53
Core Insights - Baidu announced its Kunlun chip iteration plan at the Baidu World Conference on November 13, with the M100 chip set to launch in early 2026, optimized for large-scale inference scenarios, and the M300 chip expected in early 2027, aimed at ultra-large-scale multimodal model training and inference [2][5]. Group 1: Kunlun Chip Development - Kunlun chip is Baidu's self-developed chip project, established in 2011, and has been independently financed since 2021 [5]. - The current flagship product is the P800 chip, which is set to launch in 2024, and has already been validated internally with a deployment of a 30,000-card cluster [5]. - The P800 chip is utilized for most inference tasks within Baidu and has been used to train a multimodal model efficiently [5]. Group 2: Client Applications and Market Reach - Kunlun chip products are not only used internally by Baidu but also deployed in various industries such as internet finance, energy, manufacturing, transportation, and education [5]. - Notable clients include state-owned enterprises like China Merchants Bank and Southern Power Grid, along with an unnamed major internet company [5]. Group 3: Future Product Roadmap - Baidu plans to launch the "Tianchi 256 Super Node" in the first half of 2026, which will support 256 interconnected cards, enhancing total interconnect bandwidth by four times and improving performance by over 50% compared to the previous model [5][6]. - The "Tianchi 512 Super Node" is expected in the second half of 2026, supporting 512 interconnected cards, with a further 1x increase in interconnect bandwidth and capable of training trillion-parameter models [6]. - From the second half of 2027, Kunlun chip will introduce super nodes with 1,000 and 4,000 cards, while continuing to optimize the synergy between hardware and software [6]. - A new generation of N series chips is projected for launch in 2029, with plans to light up a million-card Kunlun chip single cluster by 2030 [6].
中国如何扩内需?外资怎样共享机遇?外国使节追问“十五五”
Nan Fang Du Shi Bao· 2025-11-13 04:16
初冬的北京,复兴路四号院的中联部会议厅内热烈的空气与户外气温形成明显反差:包括90多位驻华大 使和临时代办在内的160多个国家的高级外交官齐聚一堂,参加中共中央对外联络部举办的二十届四中 全会精神专题宣介会,与中联部部长及相关专家展开持续近三小时的互动交流。 察时局注意到,会议不仅阐释了"十五五"时期相关的政策信号,更通过与外宾的直接对话,构建起沟通 的渠道,为增进国际社会对中国的理解、建立互信发挥重要作用。 在交流环节,对于中国作为"世界工厂""世界市场"的超大经济体,未来五年将如何有效扩大内需、如何 推动绿色低碳转型、如何深化"一带一路"高质量合作、将为各国共同发展创造哪些机遇,都成为现场各 国使节关注的核心议题。 中共中央对外联络部举办二十届四中全会精神专题宣介会。 中联部部长刘海星解读"十五五"规划建议 中央全会闭幕后,中共中央对外联络部举办的专题宣介会,成为中国共产党向国际社会直接阐释全会精 神的重要窗口。 澳大利亚驻华大使吉思德的提问颇具代表性,他连续发问,希望了解中国扩大内需的具体举措以及钢铁 行业绿色低碳转型的路径。 对此,中央政策研究室副主任田培炎给出了详实且具操作性的回应。在谈到扩大内需时 ...
蔡昉:人工智能“对标”高质量发展目标,需要制度环境的支撑
Nan Fang Du Shi Bao· 2025-11-13 04:15
Core Insights - The global investment trend in artificial intelligence (AI) is significant, with predictions indicating that over 90% of the U.S. GDP growth this year will stem from AI investments [1] - The discussion at the Taihu World Cultural Forum highlighted the dual nature of AI development as both a revolution and a potential bubble, emphasizing that the current investment wave in AI is unlikely to cool down [1][3] Group 1: Economic Implications - East Asian countries, including China, Japan, and South Korea, face challenges such as low birth rates, labor shortages, and high aging populations, necessitating AI to enhance labor productivity and reduce input costs [3] - The ability of AI to align with China's high-quality development goals is crucial for its sustainable growth [3] Group 2: Institutional Support - The development of AI requires a supportive institutional environment to balance its creative and destructive potential, which can be achieved through reforms [3][5] - The need for institutional arrangements to ensure that the benefits of productivity growth from AI are equitably shared among all residents, including the elderly, is emphasized [5] Group 3: Labor Market Dynamics - The projected growth of China's "support ratio" (the ratio of working-age population to elderly) is expected to outpace the increase in the elderly dependency ratio by 5.6% annually by 2035, indicating a potential for productivity to overcome aging challenges [5] - The urbanization gap in China presents a significant opportunity for labor supply and productivity enhancement, with potential reforms in the household registration system (hukou) capable of unlocking millions of laborers [7]