Workflow
Guan Cha Zhe Wang
icon
Search documents
华为云城市峰会在乌兰察布召开,当地已吸引67个数据中心项目
Guan Cha Zhe Wang· 2025-12-18 09:04
人工智能正以前所未有的速度重塑全球经济。在这场变革的核心,发展的驱动力正从"数据驱动"转 向"Token驱动"。城市如何应对这一挑战? 12月16日,"引领智能升级 共建美好AI CITY"华为云城市峰会2025·乌兰察布隆重举行。峰会汇聚行业 专家、企业领袖、生态伙伴,与会各方聚焦城市从"能源输出地"向"AI生产力输出地"转型的关键路径, 共同探讨以AI技术加速"Token之都"建设,为"草原云谷"的数字经济发展注入全新动能。 内蒙古自治区政务服务与数据管理局副局长刘钧毅在致辞中指出,乌兰察布是自治区数字经济发展的重 要增长极,本次峰会是推动城市智能化转型、发展新质生产力的重要实践。他提出四点希望:一是共 筑"AI CITY"新基座,提升数字治理能级;二是共拓"数实融合"新空间,赋能产业智能升级;三是共 育"数字人才"新生态,夯实长远发展根基;四是共创"协同发展"新格局,凝聚各方合作合力,共同谱写 内蒙古数字经济高质量发展新篇章。 内蒙古自治区政务服务与数据管理局副局长 刘钧毅 乌兰察布市人民政府副市长柴悦发表致辞,他表示乌兰察布紧抓"东数西算""京蒙协作"等战略机遇,将 算力产业作为数字经济"头号工程"持 ...
价值1亿越南盾!熊孩子掰断老爹50块三星SSD
Guan Cha Zhe Wang· 2025-12-18 08:04
近日,越南的一位网友在社交媒体"脸书"上曝光了一起让无数硬件爱好者心碎的"惨案"。12月16日,一位名为"Dũng Hoàng"的越南网友在社交媒体上哭诉, 家中10岁的儿子将自己囤积的一整箱(50块)三星固态硬盘全部掰坏了。 Dũng Hoàng还随文配上了一张令人触目惊心的照片:桌面上整齐地码放着几十块被严重弯曲的SSD。他在帖文中绝望地写道,自己刚刚进货了一整盒三星 SSD,正准备在硬件价格上涨的行情下销售,结果被10岁的儿子拿去当成了玩具,直接经济损失可能高达1亿越南盾(在当前汇率下约合人民币2.9万元)。 面对一片狼藉,这位网友崩溃地自嘲称自己是"世界上最惨的爸爸",并控诉道:"真是个逆子,不揍他一顿都说不过去。" 在国际存储价格持续上扬的背景下,这位网友的经历显得格外引人注目。日前,金士顿数据中心SSD业务经理Cameron Crandall在一档博客节目中警告称, 未来30天NAND Flash短缺将明显加剧,SSD价格将在当前基础上进一步上涨。他直言道,这波涨价幅度在其任职金士顿的29年里前所未见。 他表示,NAND价格自2025年第一季度以来已暴涨246%,其中约70%的涨幅集中在最近60天 ...
降息预期拉满,摩根大通从美联储抽走3500亿美元买美债
Guan Cha Zhe Wang· 2025-12-18 08:03
摩根大通方面未对此事置评,也未披露其国债投资组合的期限结构,以及通过利率互换合约管理风险的 具体规模。 (原标题:降息预期拉满,摩根大通从美联储抽走3500亿美元买美债) 【文/羽扇观金工作室】 据英国《金融时报》当地时间12月17日报道,自2023年以来,摩根大通已从其美联储账户中撤出近3500 亿美元现金,并将其中大部分投入美国国债,以试图对冲降息可能带来的利润侵蚀风险,为利率下行周 期提前布局。 行业数据追踪机构BankRegData数据显示,资产规模超4万亿美元的摩根大通,已将其在美联储的账户 余额从2023年末的4090亿美元,大幅削减至今年第三季度的630亿美元。 同期,摩根大通的美国国债持有量从2310亿美元增至4500亿美元,这一操作可使其在美联储降息预期下 提前锁定较高收益率,为后续利率下行做好准备。 这一资金转移反映出,作为美国最大的银行,摩根大通正为一段轻松盈利时期的终结做准备。在此前的 盈利期内,银行将现金存入美联储即可获得利息,同时却只需向多数储户支付近乎为零的利息。 摩根大通美联储现金储备与持有美国国债走势图 《金融时报》 2022年至2023年初,美联储将其基准联邦基金利率目标区 ...
涉及巴拿马港口交易,“中方提高要求,中企必须获得多数股份”
Guan Cha Zhe Wang· 2025-12-18 07:40
Core Viewpoint - The article discusses the stalled sale of Hong Kong's CK Hutchison Holdings' controlled ports in Panama, highlighting China's demand for majority control by COSCO in the transaction, which has led to tensions with the U.S. and involved regulatory scrutiny from Chinese authorities [1][2][4]. Group 1: Transaction Details - CK Hutchison Holdings reached a preliminary agreement to sell its interests in 199 port berths across 43 ports in 23 countries, including key ports at both ends of the Panama Canal, valued at $22.8 billion [1]. - The deal is led by a consortium headed by BlackRock, which has faced pushback from Chinese authorities demanding that COSCO must obtain majority ownership for the transaction to proceed [1][4]. - The transaction has been described as complex and is expected to take until 2026 to complete, according to CK Hutchison's management [8]. Group 2: Regulatory and Political Context - Chinese regulatory authorities have intervened, asserting their right to review the transaction under antitrust laws, citing potential impacts on China's domestic market and supply chain security [4][7]. - The U.S. has expressed strong opposition to China's influence in the Panama Canal, with the White House stating that it cannot accept China's demands for control over the ports involved in the sale [2][5]. - The article notes that previous instances of Chinese regulatory intervention in international mergers have set a precedent for scrutiny in this case, emphasizing the importance of maintaining fair competition [4][5]. Group 3: Strategic Importance of the Panama Canal - The Panama Canal is crucial for U.S. container shipping, with over 40% of U.S. container cargo passing through it, highlighting its strategic significance in global trade [8]. - The Panama Canal Authority is also planning to sell land on both sides of the canal for development into container ports, which is expected to attract bids from major global shipping companies [8].
太空再添一颗“中国星”,以神舟飞船首任总设计师戚发轫命名
Guan Cha Zhe Wang· 2025-12-18 07:14
Core Viewpoint - The minor planet (336877) has been officially named "Qifaren" in honor of Qi Faren, a prominent figure in China's aerospace engineering, recognizing his significant contributions to satellite and spacecraft development [1][3][4]. Group 1: Naming Ceremony - The naming ceremony for "Qifaren" took place on December 17, organized by the China Academy of Space Technology [1]. - The minor planet was discovered by the Purple Mountain Observatory of the Chinese Academy of Sciences and received international naming approval from the International Astronomical Union [1][4]. Group 2: Contributions of Qi Faren - Qi Faren, born in 1933, is an academician of the Chinese Academy of Engineering and played a key role in the development of China's first artificial satellite, "Dongfanghong-1" [3][6]. - He was also the chief designer of the Shenzhou spacecraft series and contributed to significant projects such as the "331 Project" and the Shenzhou-5 manned spaceflight, establishing China as the third country with human spaceflight capability [6]. - Qi Faren has received multiple prestigious awards, including the National Science and Technology Progress Award and the International Astronautical Federation Hall of Fame Award [6].
AI驱动翻译量年增近300%,中国网文驶入全球多极增长时代
Guan Cha Zhe Wang· 2025-12-18 06:57
Core Viewpoint - The Fourth Shanghai International Online Literature Week has commenced, highlighting the growth and global influence of online literature, particularly emphasizing the role of Shanghai as a cultural hub and the importance of cross-cultural collaboration in literature [1][3][6]. Group 1: Event Overview - The event is attended by online literature writers, scholars, and representatives from 14 countries and regions, showcasing a global cultural exchange [1]. - The event is guided by the Shanghai Municipal Press and Publication Bureau and organized by the Shanghai Publishing Association and other entities [1]. Group 2: Industry Insights - Shanghai is recognized as the birthplace and industrial hub of online literature, with companies like Yuewen Group leading the way in international expansion [3]. - The global market for online literature is evolving, with a significant shift towards a "multi-polar growth" model expected by 2025, indicating a transition from a Chinese cultural phenomenon to a worldwide cultural trend [8][10]. Group 3: Market Trends - The "2025 China Online Literature Going Global Trend Report" indicates that the Chinese online literature market is projected to reach a revenue of 49.55 billion yuan in 2024, marking a 29.37% year-on-year growth [12]. - The overseas market is also growing, with a revenue of 4.815 billion yuan in the same year, reflecting a 10.68% increase [12]. Group 4: Content Ecosystem - By the end of 2024, the total number of Chinese online literature works is expected to reach approximately 42.1 million, indicating a solid creative foundation [12]. - The overseas original content ecosystem is thriving, with nearly 400 million cumulative users on WebNovel and over 530,000 writers contributing more than 820,000 original works, a 20% increase year-on-year [12][14]. Group 5: Demographic Shifts - There is a notable trend of younger creators in the global writing community, with 50% of signed authors on WebNovel being born after 2000, and a 55.9% increase in authors born after 2005 [14]. Group 6: IP Development - The Chinese IP industry model is being applied overseas, with over 70% of award-winning works from the annual WebNovel Writing Contest entering IP development [15]. - Successful adaptations of works like "My Vampire System" have achieved significant engagement, with audiobook plays reaching 1.1 billion [15]. Group 7: Global Market Dynamics - Latin America's market is experiencing a remarkable rise, reshaping the traditional dominance of North America and Eurasia, with Brazil leading in user growth [18]. - The U.S. market has seen a 91% year-on-year growth in user scale, indicating sustained vitality in mature markets [18]. Group 8: AI and Technology Integration - AI is enhancing the global reach of Chinese stories, with over 10,000 new AI-translated works added in a year, marking a 281% increase in total scale [21]. - The total number of translated works has surpassed 13,600, with significant growth in various languages, including a 349% increase in Indonesian [22]. Group 9: Cultural Collaborations - The integration of IP and tourism is emerging as a significant trend, with collaborations like "The Path of the Weird Immortal" at Universal Studios Singapore marking a new frontier for Chinese online literature [27]. - Events like the "Full-Time Master: 25 Years in Zurich" plan have attracted over 10,000 tourists, showcasing the potential of cultural tourism [27]. Group 10: Awards and Recognition - The event recognized outstanding contributions in the industry, with awards given for various categories, including the "International IP Co-Creation Pioneer Exploration Award" for the collaboration between "The Path of the Weird Immortal" and Universal Studios [30].
雷倩:扭转南海叙事,海南自贸港能发挥什么作用?
Guan Cha Zhe Wang· 2025-12-18 06:19
12月10日至11日,第六届"海洋合作与治理论坛"在海南三亚隆重召开。海南大学一带一路研 究院资深研究员、台湾中华妇女联合总会主任委员雷倩在"向海图强:蓝色伙伴关系与海南 自由贸易港建设"的分论坛上发表演讲,从地缘经济秩序、全球治理平台等角度畅想海南自 贸港的未来愿景。 本文整理自现场发言及会议摘要,未经本人审阅,仅供读者参考。 【文/雷倩】 2025年12月18日,海南自由贸易港(FTP)正式启动封关运作。这是南海地缘经济的重大转折点。 作为中国首个自由贸易港——关税大幅减免、通关高度便利、资本流动宽松、数字贸易规则扩容——海 南被定位为"海上丝绸之路"中一个民用、开放、以发展为导向的枢纽,海南的制度型开放,再叠加其雄 厚的海洋、生态能力,有望将南海叙事从"安全对抗"扭转为"合作发展"。 海南洋浦国际集装箱码头 新华社 "涨海声中万国商",历史上南海本是一条商贾云集的海上走廊。明、清时期,海南、广东、越南、吕宋 与马来等地凭借密集的贸易网络互通有无,形成了"共享海域、共享生计"的传统,这一遗产凸显了南海 作为商业与流动性空间的角色。 2024年3月18日,历时近两年,由中国铁建旗下中铁建设集团参与改造施工的 ...
离岸人民币汇率升至14月来新高,央行在港发行400亿人民币票据
Guan Cha Zhe Wang· 2025-12-18 05:37
Core Viewpoint - The People's Bank of China (PBOC) is set to issue the 10th Central Bank Bill in Hong Kong to enhance the high credit-rated RMB financial products and improve the RMB yield curve in Hong Kong [1][8]. Group 1: Central Bank Bill Issuance - The 10th Central Bank Bill will have a term of 6 months (182 days) and will be a fixed-rate bond, with a total issuance amount of RMB 40 billion [1][8]. - The bill's effective date is December 24, 2025, and it will mature on June 24, 2026, with the maturity date adjusted for holidays [1][8]. - The face value of the bill is RMB 100, and it will be issued through a Dutch auction method, with the bidding subject being the interest rate [1][8]. Group 2: Economic Implications - Central Bank Bills serve as a monetary policy tool aimed at regulating market liquidity, providing a benchmark interest rate, and promoting the development of the money market, rather than raising funds [3][10]. - The issuance of these bills is expected to help absorb offshore RMB liquidity and stabilize exchange rate expectations, as the offshore RMB exchange rate has reached 7.0378, the highest in nearly 14 months [5][10].
如何看待路透社的“中国版曼哈顿工程”?
Guan Cha Zhe Wang· 2025-12-18 05:13
Core Viewpoint - The article critiques a Reuters report on China's alleged "Manhattan Project" for semiconductor technology, suggesting that while the facts presented may not be false, the conclusions drawn are misleading and based on narrative manipulation rather than solid evidence [1][4]. Group 1: Narrative Techniques - The report employs a narrative style that uses terms like "informed sources" and "engineers familiar with the situation" to create an impression of a well-supported argument, despite the lack of direct evidence [1][2]. - The article suggests that the mention of personnel movements, such as Lin Nan's recruitment by Huawei, is designed to imply a connection to reverse engineering without providing concrete proof of such a relationship [2][4]. Group 2: Technical Misunderstandings - The emphasis on reverse engineering in the article is misleading, as it overlooks the complexities involved in high-end industrial systems, where critical knowledge cannot be obtained merely through disassembly [2][3]. - The report fails to acknowledge that even if prototype machines exist, significant challenges remain in achieving operational success, particularly regarding the high dependency on advanced components and supply chains [3][4]. Group 3: Legal and Ethical Implications - The article attempts to create a narrative of espionage and illegal activities surrounding ASML's technology, yet lacks substantial evidence to support claims of wrongdoing [4][6]. - It argues that any technological advancement based on infringement and secrecy cannot achieve long-term success in the global market, as trust and collaboration within the industry are essential for sustainable development [6].
福特终止与LG新能源的电池合作,价值超500亿元
Guan Cha Zhe Wang· 2025-12-18 04:14
导读:福特放弃全面电动化转型的计划波及供应链。 福特汽车已于本周一宣布计提195亿美元(约合人民币1400.10亿元)的资产减值,并取消多款电动车 型。 据悉,在福特计提的195亿美元资产减值中,约85亿美元(约合人民币610.30亿元)与取消规划中的电 动车项目相关,约60亿美元(约合人民币430.80亿元)与解散其与韩国SK On的电池合资企业有关,另 有50亿美元(约合人民币359.00亿元)被归类为"项目相关费用"。 值得注意的是,2022年,SK On与福特曾投资114亿美元(约合人民币818.50亿元),在美国建设联合电 池工厂。 从目前来看,福特放弃全面电动化转型的影响范围正在进一步扩大。包括SK On和LG新能源在内,福 特的战略变动导致的损失已经开始蔓延到整个供应链。 本文系观察者网独家稿件,未经授权,不得转载。 (文 / 观察者网 周盛明 编辑 / 高莘) 据路透社报道,韩国电池制造商LG新能源当地时间12月17日表示,福特汽车已终止一项价值约9.6万亿 韩元(约合人民币510.70亿元)的电动车电池供应协议。 据悉,去年10月,LG新能源曾和福特签署两份协议,计划自2026年和2027年 ...