据报道，美国超威半导体(AMD)首席执行官表示，已准备好向美国政府缴纳15%的税款，以向中国出口 MI308芯片。路透社记者在会上就此提问称，中方是否准备购买此款芯片？ 林剑表示，我们已经多次表明了在美国输华芯片问题上的立场，希望美方以实际行动维护全球产供链的 稳定畅通。 "具体情况建议向中方的主管部门询问。"林剑说。 据北京日报客户端消息，12月5日，外交部发言人林剑主持例行记者会。 据介绍，AMD的MI308人工智能芯片与英伟达的H20芯片的定位类似，同为针对中国大陆市场的"特供 版"。该芯片采用5nm工艺制造，基于CDNA 3架构开发，但在性能上明显降低，以符合美国的出口规 定。 今年早些时候，特朗普政府禁止了H20和MI308芯片的出口。AMD方面曾表示，美国对MI308芯片的出 口限制将给公司造成约8亿美元的损失。 随后于今年8月，美国总统特朗普又表示，美国政府已与英伟达和AMD达成协议，允许两家公司在支付 15%费用后恢复向中国出口部分芯片。这一消息当时让外界感到错愕。向企业索要部分收入来换出口许 可证的做法可谓前所未有。有部分法律专家指出，此举可能违反美国宪法关于禁止对出口产品征税的规 定。 本 ...

他强调："我们关注的焦点不应该仅仅是AI技术本身，而更应该关注这些使用AI的人。是这些'人'赋予 了技术温度，决定了技术落地的深度。真正的变革源自一线，来自那些主动学习新工具、深入业务探索 解决方案的'效率先锋'。 针对当前处于AI时代初期的现状，谢欣则指出，许多企业内的效率先锋是在利用业余时间、冒着失败 的风险进行探索。因此，为了肯定这种"明知不确定，依然去探索"的精神，飞书提出"AI年终奖"概念， 主张在物质层面给予先行者实实在在的回报。 据悉，与传统奖金不同，该奖项除现金形式外，还包含了高级AI算力配额，旨在为员工提供持续创新 的"数字化弹药"，推动AI在中国企业的深入落地。 同时，飞书还宣布了"精神加冕"计划，从12月起更新其在全国核心城市的机场广告内容，主角是本次大 赛中脱颖而出的普通职场人。 日前，2025飞书AI效率先锋全国大赛决赛落下帷幕。鉴于AI技术呈爆发式增长，飞书CEO谢欣在大赛 上呼吁行业将关注焦点从技术参数转向鲜活个体，同时宣布联合三十余家企业，共同发起为员工颁 发"AI年终奖"的倡议。 倡议的背后，是商业世界正在发生的一场深刻变革。如今，AI不再仅仅是提升效率的辅助工具，而是 能够 ...

Core Viewpoint - The market regulatory authority has implemented a recommended national standard for food delivery platforms to address issues such as "ghost deliveries," irrational competition, and insufficient protection of delivery personnel rights [1] Group 1: Key Focus Areas of the Standard - Focus on merchant management within platforms, emphasizing the responsibility of platforms to manage and serve merchants effectively, including compliance with food safety standards [1] - Focus on platform fees and promotional activities, aiming to clarify fee structures and promote fair competition by ensuring transparency in pricing and promotional rules [1] - Focus on labor management for delivery personnel, proposing measures to protect their rights, including reasonable working hours, professional training, and diverse protection mechanisms [1] - Focus on dispute resolution within platforms, encouraging the establishment of a consumer rights protection system and transparent complaint handling processes [1] Group 2: Industry Response - Major platforms such as Taobao Shangu, Meituan, and JD Delivery have publicly committed to implementing the national standard, recognizing its importance for fair competition and service quality [2] - These platforms participated in the drafting and discussion of the standard, expressing their commitment to integrate its requirements into their operations and improve service management for merchants and delivery personnel [2] - The platforms view the implementation of this standard as an opportunity to promote industry regulation, quality service, rational competition, and a win-win ecosystem, contributing to the sustainable development of the food delivery sector [2]

Core Insights - ZTE Corporation has partnered with ByteDance's AI model "Doubao" to launch the "Doubao Phone," which automates daily app operations, leading to significant consumer interest and rapid sales [1][3] - The Doubao Phone sold out quickly at a price of 3499 yuan, with resale prices reaching between 6000 yuan and 12,900 yuan, indicating high consumer demand [1] - Zhou Hongyi, founder of 360, predicts that AI assistants like Doubao will disrupt traditional internet business models by allowing users to bypass multiple apps for tasks like shopping and banking [1][3] Industry Impact - Zhou Hongyi believes that Doubao creates a cross-platform channel that undermines the traditional app ecosystem, potentially collapsing the business models of major internet companies that rely on user engagement and advertising [3] - Major tech companies may respond with defensive strategies, such as altering app structures or forming alliances to limit AI's access to their platforms [3] - The competition for "mobile desktop control" is expected to intensify, with smartphone manufacturers likely to develop their own AI assistants to maintain control [3][4] Technological Challenges - The Doubao Phone Assistant aims to provide a more advanced AI capability than existing assistants like Siri, but faces significant challenges in gaining cooperation from third-party app developers [6] - Current regulations prohibit third-party apps from allowing external applications to access their data, complicating the implementation of cross-app automation [6][7] - Initial user feedback indicated issues with the Doubao Phone Assistant, particularly with app stability, prompting the need for adjustments in its operational capabilities [6][7] Market Reactions - The launch of the Doubao Phone is seen as an early exploration in the AI assistant space, with other manufacturers also developing similar technologies [7][8] - Companies like Honor and Vivo have previously showcased their own AI capabilities, indicating a growing trend in the industry towards AI-driven mobile operations [7][8] - Honor's AI team expressed excitement about the Doubao Phone's entry into the market, suggesting that increased competition will benefit consumers [8]

Core Viewpoint - The annual review of the CSI Dividend Index has resulted in the removal of 20 constituent stocks, including Shanghai Pudong Development Bank and Baosteel, while adding 20 new stocks such as China National Offshore Oil Corporation and China Merchants Bank. The adjustments will take effect after the market closes on December 12 [1][2]. Group 1: Index Adjustments - The CSI Dividend Index has replaced exactly 20 constituent stocks, adhering to the rule that sample changes generally do not exceed 20% [2][3]. - In comparison, the CSI Low Volatility Dividend Index replaced 29 stocks, indicating a higher turnover rate than the CSI Dividend Index [3]. Group 2: Market Capitalization and Dividend Yield - The newly added stocks, including China Merchants Bank, Xiamen Bank, and Zheshang Bank, have a total market capitalization of approximately CNY 1.08 trillion, CNY 189.75 billion, and CNY 837.67 billion, respectively. In contrast, the removed Shanghai Pudong Development Bank has a market capitalization of about CNY 372 billion [3]. - The dividend yields for the newly added banks are notably higher, with China Merchants Bank at 4.63%, Xiamen Bank at 4.04%, and Zheshang Bank at 5.40%, compared to Shanghai Pudong Development Bank's yield of only 3.32% [3][4]. Group 3: Dividend Payment Trends - Shanghai Pudong Development Bank's dividend payout ratios for 2022-2024 are 18.4%, 25.7%, and 27.4%, respectively, which remain below the common industry benchmark of 30%, indicating a conservative dividend policy [4]. - The CSI Dividend Index has implemented three quarterly dividends this year and has a total of 14 dividends since its inception, with a cumulative dividend amount of CNY 3.65 per ten shares. The annual dividend ratios over the past five years have been consistently high, averaging around 4.5% [4]. Group 4: Financial Performance of Shanghai Pudong Development Bank - As of the end of September, Shanghai Pudong Development Bank's total assets reached CNY 9.892 trillion, reflecting a year-on-year growth of 4.55% [5]. - The bank reported a net profit attributable to shareholders of CNY 38.82 billion for the first three quarters, marking a 10.2% increase compared to the previous year [5][6]. - However, the bank's revenue growth has been weak, with a total operating income of CNY 132.28 billion, showing only a 1.9% increase year-on-year, which is significantly lower than the industry average [6].

Core Viewpoint - The CEO of Canadian startup Cohere, Aidan Gomez, expressed confidence that the collaboration between the U.S. and Canada will surpass China in the AI sector, attributing this to the reluctance of "democratic countries" to rely on Chinese technology [1][3]. Group 1: Company Insights - Cohere, based in Toronto, focuses on building enterprise-specific AI models and is positioned favorably in the global AI competition [1]. - Gomez highlighted that while China has developed high-performance AI models, the key factor is who can commercialize the technology on a large scale, suggesting that the U.S. and Canada are in an advantageous position [1][3]. Group 2: Industry Trends - The rapid development of AI has led to significant investments, with tech investors pouring hundreds of billions into the sector, although there is increasing pressure for better returns from major companies like Microsoft and Alphabet [3]. - Concerns about the risks associated with AI technology are growing, but Gomez dismissed extreme narratives about AI's potential dangers, emphasizing the reality of AI's integration into society [3]. Group 3: Competitive Landscape - The AI race between the U.S. and China is intensifying, with Chinese startups and tech giants accelerating the release of new models and products [3][4]. - The U.S. has implemented various export restrictions on semiconductor technology to curb China's tech development, which has led to tensions and competitive anxiety among U.S. tech leaders [4].

【文/观察者网 熊超然】当地时间12月3日，美国"政客新闻网"（POLITICO）援引据三名知情人士独家报道称，由于美国财政部长贝森特坚持 修改有关中国的措辞，阐述特朗普政府全球安全战略的两份报告文件已被推迟数周发布。 美方的这两份文件——《国家安全战略》（National Security Strategy）和《国防战略》（National Defense Strategy），原本预计在今年秋季早 些时候发布。第一名知情人士称，目前这两份文件均已接近完成，可能在本月发布；另外两名知情人士也相继证实，《国家安全战略》和《国 防战略》即将发布。 这些要求匿名的消息人士透露，鉴于目前美中贸易谈判十分敏感，以及本届政府将西半球战略优先级提升至高于以往任何一届政府，贝森特希 望对有关中国的措辞进行更多"润色打磨"（work done），因此这两份战略文件经历了多轮修改。 报道称，《国家安全战略》被历届美国政府用来阐明其总体战略重点，涵盖经济领域、对盟友与对手的应对以及军事态势等各个方面，这一起 草过程要经过内阁官员的多轮审阅和意见征询，以求全面体现政府愿景，并确保整个政府在总统最重要议题上保持行动一致。 数月以来，特 ...

Core Viewpoint - Black Sesame Intelligence announced plans to acquire AI chip company Yizhi Electronics for approximately RMB 400 million to 550 million, with the transaction expected to be completed by Q1 2026 [1][5]. Group 1: Acquisition Details - The acquisition will be executed through equity purchase and capital injection, making Yizhi Electronics a non-wholly owned subsidiary of Black Sesame Intelligence [1]. - The announcement indicates that negotiations have progressed significantly since the initial intention disclosed on June 18, which did not reveal the target company's name [1]. Group 2: Yizhi Electronics Overview - Yizhi Electronics specializes in AI machine vision algorithms and SoC chip design, focusing on edge/endpoint AI SoC chip development for applications in smart vehicles, smart hardware, and smart security [4]. - The company is set to complete the new generation of automotive-grade chips in 2024 and has secured projects with automotive manufacturers, complementing Black Sesame's automotive-grade computing platform [4]. Group 3: Strategic Synergies - The acquisition is expected to create significant strategic synergies by enhancing product offerings, expanding into new markets, and achieving operational complementarity [5]. - Black Sesame aims to provide a comprehensive range of automotive-grade computing chips and full-scene solutions for smart vehicles, while also extending its product line to broader robotics applications [5]. Group 4: Company Performance - Black Sesame Intelligence, founded in 2016, went public on the Hong Kong Stock Exchange in 2024 and focuses on developing automotive-grade SoC solutions [7]. - The company reported a revenue of RMB 253 million for the first half of 2025, reflecting a year-on-year growth of 40.4%, although it incurred a net loss of RMB 762 million due to high R&D expenses [7].

Core Viewpoint - Yadea Technology Group has actively responded to the implementation of the new national standard for electric bicycles, launching 68 models that comply with the new regulations and focusing on meeting diverse consumer needs [1][5][6]. Group 1: New National Standard Implementation - The new national standard for electric bicycles was fully implemented on December 1, which no longer mandates the installation of pedals, enhancing vehicle weight and endurance for consumer convenience [5][8]. - The new standard optimizes requirements for fire resistance, braking distance, and dynamic safety monitoring, ensuring user safety and improving industry standardization [5][8]. Group 2: Product Development and Consumer Feedback - Yadea has received feedback regarding the new standard models, addressing misconceptions about restrictions such as "cannot carry children" and "lack of storage space," clarifying that these are misinterpretations of the execution requirements [2][5][6]. - The company offers various versions of its models, including a "single commuter version," "fashion version," and "parent-child version," each tailored to different user scenarios and needs [2][6]. - Yadea acknowledges previous shortcomings in the launch rhythm of different versions and is committed to accelerating product layout and iteration to better serve consumer demands [2][6]. Group 3: Commitment to Compliance and Safety - The company emphasizes its commitment to comply with national policies and industry standards, ensuring that its products do not include designs that contradict the new regulations [5][6]. - Yadea plans to continue advancing product research and production with high standards, aiming to provide safer, more practical, and diverse electric bicycle options for consumers [6][9].

Group 1: Climate and Environmental Cooperation - China and France reaffirm their commitment to effectively implement the 2019 Beijing Initiative on Biodiversity Conservation and Climate Change, the 2024 Joint Statement on Strengthening Cooperation on Biodiversity and Oceans, and the 2025 Joint Statement on Climate Change marking the 10th anniversary of the Paris Agreement [1][2] - Both countries emphasize the importance of multilateralism in addressing global challenges, particularly through the frameworks of the Rio Conventions, the Kyoto Protocol, the Paris Agreement, and the Kunming-Montreal Global Biodiversity Framework [1][2] Group 2: Scientific Integrity and International Commitments - China and France stress the necessity of maintaining scientific integrity as the basis for actions, supporting the work of various intergovernmental scientific policy platforms related to climate change and biodiversity [2] - The two nations call for adherence to the principles established by the UN Framework Convention on Climate Change and the Paris Agreement, including equity and common but differentiated responsibilities [2] Group 3: Renewable Energy and Emission Reduction - Both countries welcome Brazil's efforts as the COP30 presidency and reaffirm the Paris Agreement's temperature control goals, aiming to limit global temperature rise to below 2°C and striving for 1.5°C [3] - China and France commit to accelerating global renewable energy deployment and transitioning away from fossil fuels in a just and orderly manner, while also enhancing cooperation in carbon pricing and climate finance [3] Group 4: Biodiversity and Ecosystem Management - The two nations recognize the interconnections between climate change, biodiversity loss, and pollution, reaffirming commitments made at COP26 to halt and reverse deforestation and land degradation by 2030 [4] - They emphasize the need for integrated water resource management at local, regional, and global levels, and support efforts for a common vision at the upcoming UN Water Conference in 2026 [4] Group 5: Marine Governance and Plastic Pollution - China and France commit to strengthening global marine governance and welcome the upcoming effectiveness of the agreement on the conservation and sustainable use of marine biodiversity in areas beyond national jurisdiction [4] - They support negotiations for a legally binding international instrument to end plastic pollution and encourage research into sustainable plastic alternatives [4] Group 6: Support for Developing Countries - Both countries express willingness to support developing nations in achieving sustainable development and enhancing their access to climate and environmental funding by 2035 [5] - They welcome the Kunming Biodiversity Fund and reaffirm support for the financing goals of the Kunming-Montreal Global Biodiversity Framework [5] Group 7: Nuclear Energy Cooperation - China and France agree to enhance cooperation in nuclear energy, emphasizing its importance in their comprehensive strategic partnership and focusing on safety, innovation, and sustainable development [6][7] - They recognize the significance of coordinating efforts in nuclear fuel supply and waste management to ensure the stability of the nuclear energy supply chain [7] Group 8: Agricultural Collaboration - Both nations reaffirm their commitment to deepen agricultural cooperation, focusing on climate adaptation, technology application, and enhancing food security [9][10] - They express satisfaction with recent agreements on health and safety standards for agricultural products and emphasize the importance of fair competition in the agricultural sector [10][11]