Core Viewpoint - The U.S. Department of Defense has invested $400 million to become the largest shareholder in MP Materials, aiming to reduce reliance on Chinese rare earth elements and focusing on electronic waste recycling as an alternative source of critical metals [1][6]. Group 1: Investment and Market Dynamics - The U.S. is increasingly looking to electronic waste recycling to extract essential metals like gold, silver, copper, and rare earth elements, as traditional supply chains face disruptions due to tariffs and geopolitical tensions [1][5]. - The electronic waste recycling industry is projected to generate $28.1 billion in revenue by 2024, with a compound annual growth rate of 8% [4]. - The U.S. currently imports about half of its copper, and the rising copper prices due to tariffs highlight the need for domestic recycling solutions [3][4]. Group 2: Electronic Waste Statistics - In 2022, global electronic waste reached a record 62 million tons, an 82% increase since 2010, with projections to rise to 82 million tons by 2030 [4]. - The U.S. produced nearly 8 million tons of electronic waste in 2022, with only 15% to 20% being properly recycled, indicating significant potential for resource recovery [4]. Group 3: Technological Innovations and Initiatives - Companies like Illumynt and Western Digital are initiating projects to recover rare earth elements and other valuable metals from electronic waste [6]. - Cyclic Materials, a Canadian startup, is developing technology to extract rare earth metals from various electronic waste sources, planning to invest over $20 million in a new recycling facility in Arizona [6]. Group 4: Challenges and Future Outlook - The recycling of lithium batteries is gaining attention due to the critical metals they contain, but potential changes in federal tax incentives could impact investment in these projects [7]. - The industry is witnessing a trend towards localizing electronic waste processing, as companies and consumers recognize the availability of metals domestically rather than relying on imports [5].

Group 1 - The new regulations for algorithmic trading in the Shanghai, Shenzhen, and Beijing stock exchanges have been implemented to enhance the supervision of high-frequency trading, requiring investors to report account and strategy information in advance [1] - The Industrial and Commercial Bank of China is upgrading its core system, which will temporarily suspend certain services, aiming to optimize cross-border payment and risk control functions [1] - The State-owned Assets Supervision and Administration Commission has set brand-building goals for central enterprises, aiming for significant brand value enhancement by 2030 and the emergence of globally recognized brands by 2035 [1] - The banking sector has seen strong performance driven by capital migration, with major banks' stock prices reaching new highs despite a slight decline in net profit in Q1 [1] Group 2 - The first batch of technology innovation bond ETFs has been issued, raising over 20 billion yuan in a single day, focusing on providing low-volatility, high-liquidity fixed-income investment tools [2] - The People's Bank of China will hold a press conference to discuss the financial data for the first half of the year, with a focus on social financing scale and credit structure [2] - A joint opinion has been issued to support consumption through financial measures, including optimizing consumer credit policies and increasing auto finance penetration [2] - Several banks are phasing out direct banking apps, reflecting a shift in the banking industry from channel expansion to deeper ecosystem development [2] Group 3 - The deputy general manager of the wealth management department at Citic Bank is under investigation for serious violations of discipline and law [3] Group 4 - Postal Savings Bank has received its first fine since establishment for violating clearing management regulations, with significant losses reported and a rising non-performing loan ratio [4] - The "pension loan" product launched by several rural commercial banks in Hunan has been suspended due to compliance concerns, highlighting the need for clear regulatory frameworks in financial innovations [5]

Core Points - The event "Enjoying Self-Formation" was held by Xiangjie Automotive on July 8, where the new logo was officially launched [1] - Xiangjie is a collaboration between Huawei and BAIC, with the first model, Xiangjie S9, set to be released on August 6, 2024 [1] - The new star-shaped logo "Universal Star" is designed with a hexagonal framework, reflecting the aesthetic of the HarmonyOS family [2] Group 1 - The new logo incorporates Eastern aesthetics through the concept of "white space" and features a dual-layer star design that emphasizes romance and delicacy [5] - Huawei's executive, Yu Chengdong, explained the rationale behind the logo's delayed release, citing regulatory challenges in the design process [7] - The new logo will soon be applied to vehicles, and existing owners are encouraged to adopt the new branding [7] Group 2 - A new travel vehicle, Xiangjie S9T, is expected to be launched in the fall, with its first color, "Fairy Green Wilderness," announced on July 14 [8]

Core Insights - Huawei plans to pilot commercialize L3 autonomous driving this year and conduct L4 pilot tests in urban areas, aiming for large-scale L3 commercialization on highways by next year and L4 in urban scenarios by 2027 [1][2] - The company has released its next-generation ADS4 system, which includes four versions, with the Ultra flagship version supporting various advanced driving features [1] - The transition from L2 to L3 is critical, with expectations for L3 commercial capabilities to emerge by 2025 [2] Group 1 - Huawei's ambitious timeline includes achieving pilot projects for unmanned logistics by 2027 and commercializing them by 2028, positioning itself competitively against Tesla [1] - The ADS4 system features capabilities such as high-speed L3, parking valet, and full-scene parking, indicating a comprehensive approach to autonomous driving [1] - The market for urban intelligent driving is expected to grow significantly, with projections of 394 million units this year and 1,496 million by 2027 [2] Group 2 - Huawei emphasizes a multi-sensor fusion approach for safety, aiming to reduce accidents and enhance time efficiency, which is deemed necessary for higher levels of autonomous driving [3] - The company acknowledges the competitive landscape in active safety features, highlighting ongoing development in responding to various obstacles beyond just vehicles and pedestrians [4] - The reliance on pure vision for future autonomous driving raises questions about its reliability and safety, suggesting a need for a more robust approach [2][3]

Core Viewpoint - The preliminary investigation results of the recent crash of an Air India Boeing 787 have raised questions about why the fuel switches of the aircraft were turned off, leading to engine failure and the subsequent crash, which resulted in over 270 fatalities [1][3][4]. Group 1: Investigation Findings - The Indian Aircraft Accident Investigation Bureau (AAIB) reported that both engines' fuel switches were turned off almost simultaneously shortly after takeoff, causing fuel supply interruption and engine shutdown [3][4]. - The AAIB's preliminary report did not clarify how the switches were turned off during flight, but cockpit voice recordings indicated a pilot questioned the action, with the other pilot denying involvement [4][5]. - The aircraft's black boxes have been recovered, and an investigation is ongoing with international assistance to determine the cause of the crash [3][4]. Group 2: Regulatory Response - The FAA and Boeing have communicated that the design of the fuel switch lock does not pose a safety issue, and there is no need for airworthiness directives for any Boeing models, including the 787 [1][3]. - Despite a previous FAA recommendation in 2018 to check the fuel cutoff switch locking mechanism, Air India did not conduct the checks as the guidance was non-mandatory [4][5]. Group 3: Expert Opinions - Aviation experts have expressed skepticism about the likelihood of simultaneous accidental activation of both fuel switches, suggesting that pilot error is unlikely based on the available evidence [4][5]. - The investigation is focusing on whether the switches were intentionally turned off and who might have been responsible, as the circumstances surrounding the crash remain unclear [5][6]. Group 4: Public Reaction - Families of the victims have expressed dissatisfaction with the preliminary report, seeking more substantial explanations regarding the crash and its causes [6].

【文/观察者网 柳白】 "为了让美国成为世界领导者，正如我们希望世界建立在美元体系之上，并以美元作为全球标准一样， 我们也希望美国技术成为全球标准。" 黄仁勋曾多次抨击美国对华出口管制，认为将起到适得其反的作用。他在节目中对此进一步解释说，中 美都是令人惊叹的国家，都希望繁荣发展，都渴望成功，但美国需要让全球在美国技术基础上发展人工 智能。 访问中国前夕，英伟达首席执行官黄仁勋再次驳斥了对售华芯片的担忧。他在7月13日播出的美国有线 电视新闻网（CNN）节目中表示，美国政府无需担忧中国军方会使用英伟达芯片来增强自身能力，因 为中方会出于风险考量而避免使用美国技术，更别说中国早已具备充足的计算能力。 "我们都喜欢互联网，而互联网正是由美国科技制造的，并且建立在美国科技之上，我们应该继续追求 这一点。" 黄仁勋认为，为了实现上述目标，美国必须招揽全球人工智能开发人员。"事实证明，中国在人工智能 领域的表现令人难以置信，全球50%的开发者都在中国。" 黄仁勋接受CNN采访画面 他说，美国需要确保本国技术能够面向全球市场，以便人工智能在美国技术基础上发挥最佳性能。 主持人接着提到了中国军方利用美国技术增强能力的担忧。 ...

Core Viewpoint - The EU is currently in critical negotiations with the US regarding tariffs, with President Trump threatening a 30% tariff on EU products, prompting a response from EU leaders who are seeking to negotiate rather than retaliate aggressively [1][4]. Group 1: EU's Response to US Tariff Threats - EU Commission President Ursula von der Leyen announced the postponement of retaliatory tariffs on $210 billion worth of US products, originally set to take effect on July 15, to early August, emphasizing a preference for negotiation [1][4]. - Von der Leyen stated that the EU will continue to prepare additional countermeasures while prioritizing negotiations with the US [1][7]. - The EU is planning to engage with countries like Canada and Japan to coordinate responses to the US tariffs [3][4]. Group 2: Internal EU Reactions and Criticism - Some European business organizations and politicians criticized von der Leyen's approach as weak, suggesting that failure to respond effectively to Trump's tariffs would be a significant setback [1][4]. - French President Macron expressed strong dissatisfaction with Trump's threats and urged the EU to prepare credible countermeasures if negotiations fail [4][9]. - Italian officials and agricultural organizations warned that the proposed tariffs could have devastating effects on Italy's food exports, estimating direct losses of around €2.3 billion [8][9]. Group 3: Economic Impact and Negotiation Dynamics - Germany, being the largest exporter to the US, reported a 7.7% decline in exports to the US in May, highlighting the economic impact of the tariff threats [5][7]. - EU leaders are divided on whether to pursue a quick trade agreement similar to the UK's or to continue negotiations for a better outcome [4][9]. - EU officials believe that Trump's threats may be a negotiation tactic rather than a definitive policy change, with expectations that a reasonable solution can still be reached [4][5].

Core Viewpoint - The article discusses Kevin Kelly's new book "2049: The Possibilities of the Next 10,000 Days," which presents a long-term vision for humanity and emphasizes the importance of adapting to uncertainty in the future [1] Group 1: Future Predictions and Concepts - Kevin Kelly highlights that most predictions about the future, including his own, have often been incorrect, yet he emphasizes the value of detailed thinking about future scenarios [4][5] - The concept of the "Mirror World" is introduced, which is an upgraded version of the internet, integrating digital and real-world experiences through technologies like digital twins and augmented reality [6][7] Group 2: Technology and Education - Kelly advocates for the use of AI to promote personalized learning, suggesting that traditional classroom settings have limitations [1] - He encourages a minimalist approach to technology, suggesting that individuals should adopt new technologies selectively [1] Group 3: Global Perspectives - Kelly expresses a vision of "Cool China," where China can reshape its global image by providing innovative technology, culture, and art [1] - He believes that the future will be a period of global prosperity, despite the challenges that lie ahead, due to humanity's ability to solve problems [8]

Core Viewpoint - Kevin Kelly's new book "2049: The Possibilities of the Next 10,000 Days" serves as a guide to navigate the uncertainties of the future, emphasizing the importance of adapting to technological changes and the evolving landscape of human civilization [1][3]. Group 1: Technology and Future Predictions - Kelly highlights the concept of a "mirror world," which integrates digital and physical realities, suggesting that technologies like augmented reality will play a significant role in future interactions [6][7]. - He expresses a strong belief in "radical optimism," asserting that despite challenges, human problem-solving capabilities will surpass the complexities of future issues [8][9]. - The cyclical nature of technology is emphasized, where new technologies solve old problems, leading to new challenges, thus creating a dynamic balance of opportunities [8][9]. Group 2: Education and Learning - Kelly critiques traditional education systems, arguing that many students learn more from platforms like YouTube than from formal education, indicating a shift in how knowledge is acquired [15][17]. - He believes that AI will revolutionize education by enabling personalized learning experiences and breaking down traditional subject boundaries [15][16]. - The necessity of mastering skills to collaborate with AI is highlighted as a new dimension of capability in the evolving educational landscape [15][16]. Group 3: AI and Employment - Kelly asserts that AI will not replace most jobs, particularly in creative fields like writing and editing, where human oversight remains crucial [11][12]. - He notes that AI is currently used as a tool to assist rather than replace human workers, with professionals adapting their roles to manage AI effectively [12][13]. - The importance of human responsibility and trust in the outcomes produced by AI is emphasized, as AI cannot be held accountable for its outputs [13]. Group 4: Global Relations and Cultural Perception - Kelly discusses the current state of U.S.-China relations, likening it to a marriage that requires mutual understanding and adaptation [21][22]. - He proposes the idea of "Cool China," suggesting that China can reshape its global image by producing desirable technology and culture, similar to Japan's transformation in the past [22][23]. - The need for the U.S. to recognize the detrimental effects of its current policies on its own interests is highlighted, advocating for collaboration rather than conflict [22][23].

Core Insights - The first domestically produced 40 MPa high-pressure large-capacity centrifugal gas injection compressor has been successfully implemented at the Yaha gas storage facility in the Tarim Oilfield, marking a significant milestone in China's gas storage technology [1][2] - This development signifies the complete localization of gas storage equipment, breaking foreign technology monopolies and providing new technical support for national energy security [1][2] Group 1: Equipment and Technology - The 40 MPa compressor is designed to handle a daily natural gas volume of 5.5 million cubic meters, with an injection pressure of 40 MPa and a motor power of 23 megawatts, significantly enhancing the gas storage efficiency [2][5] - The compressor's development involved collaboration with Shenyang Blower Group Co., Ltd., focusing on key technologies such as high-pressure cylinder design and efficient flow models, resulting in a product with completely independent intellectual property rights [5] - Innovative technologies include a compact drive scheme using "variable frequency motor + gearbox + high-low pressure cylinder coaxial" to reduce footprint and investment costs, as well as advanced manufacturing techniques for the impeller [5] Group 2: Project Overview - The Yaha gas storage facility is located in the Kucha area of Aksu, Xinjiang, and is China's first deep-layer condensate gas storage facility, part of a key construction project by China National Petroleum Corporation [2] - The construction of the gas storage facility follows a phased approach, with an initial working gas volume of 2.4 billion cubic meters, aimed at seasonal peak shaving and emergency gas supply for five regions in southern Xinjiang [2] - Upon completion of the second phase, the facility will achieve a strategic working gas volume of 5 billion cubic meters, enhancing the peak shaving and emergency gas supply capabilities of the West-to-East Gas Transmission pipeline [2]