【文/观察者网 林琛力】据英国《金融时报》报道，当地时间1月30日，美国司法部公布超300万页爱泼 斯坦案相关文件，其中一批来自疑似爱泼斯坦账户的邮件声称，微软联合创始人比尔·盖茨与"俄罗斯女 孩"发生性关系后，曾试图向妻子梅琳达隐瞒自己患上性病的事实。 其中一封疑似爱泼斯坦发给自己账户的邮件显示，这位已故的性犯罪者还因盖茨终止二人的往来而心生 不满。 邮件中写道："更过分的是，你后来还眼含泪水恳求我，让我删掉所有关于你患上性病的邮件、你让我 帮你弄抗生素偷偷给梅琳达服用的请求，还有你对自己生殖器的描述。" 另一封邮件写道："我曾受人所托，还错误地答应参与诸多事情，这些事轻则有违道德，重则触犯伦 理……从帮比尔获取药物，以应对他与俄罗斯女孩发生性关系带来的后果，到为他与已婚女性的秘密幽 会牵线搭桥，甚至还被要求为桥牌比赛提供阿德拉（一种中枢神经兴奋剂）。" 盖茨的发言人回应称，这些指控"完全荒谬且纯属捏造"，并补充道："这些文件唯一能证明的，就是爱 泼斯坦因无法与盖茨维持往来而心生不满，以及他为构陷、诋毁盖茨不择手段。" 美国国会众议院民主党监督委员会此前公布的文件中，出现盖茨与年轻女性的合照。 《金融时报》 ...

Group 1 - DeepSeek represents a significant advancement in China's AI capabilities, particularly in robotics and autonomous systems, prompting concerns in the West about China's technological leadership [1] - The U.S. is warned to take China's AI advancements seriously, as experts note that China's systematic efforts in AI research have been underestimated [1] - The article emphasizes that the same pattern of underestimation is repeating, indicating a potential for future surprises from China in the AI sector [1] Group 2 - China is focusing on "embodied AI," which integrates AI into hardware systems like robots and drones, allowing them to learn from physical interactions rather than just executing pre-programmed instructions [3] - The long-term benefits of embodied AI could provide China with significant economic and geopolitical advantages, particularly in enhancing military capabilities [3] - China aims to leverage its manufacturing strengths to become a global leader in embodied AI systems, which could automate physical tasks across multiple industries [3] Group 3 - Local Chinese governments are investing in embodied AI companies, while private sector firms like AgiBot, UBTech, and Unitree are emerging as global leaders in humanoid robotics [4] - By 2025, China is projected to dominate the global humanoid robot market, with AgiBot leading with approximately 5,100 units (39% market share), followed by Unitree with about 4,200 units (32%), and UBTech with around 1,000 units [4] Group 4 - Despite challenges such as limited access to advanced AI chips and reliance on Western suppliers for high-end sensors, China's ability to overcome early obstacles has been underestimated [6] - The U.S. is criticized for its strategic neglect of embodied AI, focusing resources on a few private companies and lacking a comprehensive government policy [6] - The article calls for the U.S. to enhance its analytical capabilities regarding China's AI policies and progress, emphasizing the need for urgent action to avoid missing future industrial waves [6]

一、我公司与名为"中国中车CRRC""中国中车"和"中车风电"的APP无任何关联 我公司从未开发、运营、授权或参与该APP及其运营方的任何活动，其发布的一切所谓"投资项目""内 购股权"及宣称的"高额回报"均属诈骗，与我公司无任何关联。 1月31日，中国中车集团有限公司通过微信公众号"中国中车"发布严正声明称： 近期，中国中车集团有限公司（以下简称"中国中车集团"或"我公司"）发现市场上有不法分子冒用我公 司名义，通过名为"中国中车CRRC""中国中车"和"中车风电"等的应用程序（APP），采用传销式运作 模式，虚构投资标的，宣扬每日付息、到期返本、高额回报等所谓理财项目，进行非法融资诈骗活动。 此举严重侵害我公司声誉及合法权益，对社会公众财产安全构成重大威胁。我公司现严正声明如下： 我公司未授权任何人以微信群、朋友圈形式发布理财信息、内部项目和投资理财APP链接，请广大公众 提高警惕，切勿通过该类APP或类似非法渠道进行任何形式的资金投入。如您已不慎参与并遭受损失， 请立即向所在地公安机关报案。 中国中车集团始终秉承合法合规经营理念，严格遵守国家法律法规，坚决反对任何形式的欺诈行为。感 谢社会各界长期以来对 ...

【文/观察者网专栏作者 徐令予】 关于量子计算的争论，大多在量子比特的数字游戏与工程实现的泥潭中打转。公众叙事中默认了一个近乎迷信的前提：只要处理器足够快，算力便会如期而 至。然而，这个在计算技术发展史中早已被证伪的命题，正借着量子的外壳重新还魂。 现代计算的战场，不在于运算本身，而在于数据的"搬运"与"等待"。 过去数十年取得的算力红利，其实主要来自数据调度与存储架构的持续演进。英伟达 的黄仁勋在2026年CES展会上强调指出：当前AI算力的瓶颈已从传统的算术计算单元扩展到内存带宽、数据移动效率及系统级延迟，这源于AI模型规模的指 数级增长和物理AI对实时性的严苛要求。 本文并非试图否定量子计算的研究价值，而是希望从计算体系结构与算力本体的角度，重新审视量子计算的技术承诺。文章将首先澄清"算力并不等同于处 理器速度"这一常被忽视的基本事实，继而讨论量子计算在存储与数据调度层面所面临的结构性约束，从而为当前量子计算的争议提供一个新的视角。 一、算力不只是处理器速度，内存往往才是决定因素。 在关于计算能力的讨论中，长期存在一个误区：算力等同于中央处理器（CPU）的运算速度。这种理解或许符合人们对"计算"的朴素想 ...

【文/观察者网专栏作者 心智观察所】 在瑞士达沃斯的世界经济论坛上，特朗普抛出了一个看似简单却颇具嘲讽意味的问题：中国制造了几乎 所有的风力发电机，可他在中国却找不到任何风力发电场。他还不忘补上一句，称"中国非常聪明，他 们生产风力发电机，然后以高价出售。他们把这些发电机卖给那些愚蠢的买家，但他们自己却不用"。 这番言论在社交媒体上引发了不小的波澜，但如果我们只把它当作又一次政治口水战的素材，那就真正 错失了这场争论背后更深层的故事——一个关于能源、基建、算力，以及大国竞争的故事。 事实上，特朗普的这番"找不到风电场"的说辞，要么是故意的误导，要么是对中国能源转型的严重信息 滞后。截至2025年11月底，中国的风电装机容量已经超过6亿千瓦，相当于600吉瓦。这个数字意味着什 么？它意味着中国的风电装机规模已经连续15年稳居世界第一，相当于大约600座核电机组的发电能 力。 从内蒙古苏尼特石旗那片一望无际的草原上竖立的千兆瓦级风储项目，到江苏盐城海域那些随波起伏的 850兆瓦海上风电阵列，再到广东阳江沙扒那座国内首个百万千瓦级海上风电场——这些巨型工程正在 改写着中国的能源版图。说中国没有风电场，就像说美国没有 ...

Core Viewpoint - The visit of UK Prime Minister Keir Starmer to China marks a significant shift in UK-China relations, reflecting a potential realignment of British foreign policy towards economic cooperation with China amidst challenges from the US [1][8]. Group 1: UK-China Relations - Starmer is the first UK leader to visit China since 2018, aiming to reset bilateral relations on a more mature basis [8]. - The visit comes at a time when the UK faces economic challenges, with Starmer acknowledging the need for strategic partnerships to benefit the working class and the economy [8][11]. - George Galloway emphasizes the importance of this visit for the UK working class, suggesting it aligns with their interests and the need for economic growth [8][11]. Group 2: Economic Context - The UK economy is reportedly in recession, contrasting with China's growth rate of 4.7%, which is seen as a missed opportunity for the UK [8][11]. - Galloway highlights the disparity in economic conditions, noting that the UK has been struggling while China continues to develop and grow [8][39]. Group 3: Political Commentary - Galloway critiques the UK government's previous stance on China, suggesting that the narrative of China as a security threat has been counterproductive [11][37]. - He argues that the current political climate in the West is characterized by confusion and a decline in moral and social standards, contrasting it with China's stability and progress [37][39]. Group 4: Social Commentary - Galloway expresses pride in British cultural achievements but laments the current social decline, including rising crime and family breakdowns [37]. - He contrasts this with China's societal harmony and progress, suggesting that the West could learn from China's approach to governance and social order [39][40].

Core Viewpoint - The Hong Kong government expresses strong dissatisfaction and firm opposition to the Panama Supreme Court's ruling that annulled the port concession contract with Cheung Kong Holdings, urging Hong Kong enterprises to carefully consider their investments in Panama [1] Group 1: Government Response - The Hong Kong government condemns the use of coercion or unreasonable means by foreign governments in international economic relations, which severely undermines the legitimate business rights of Hong Kong enterprises in Panama [1] - The government emphasizes that the Panama government should respect the spirit of contracts and provide a fair and just business environment for legally operating enterprises [1] Group 2: Impact on Businesses - The ruling is expected to significantly damage the local business environment, investor confidence, and bilateral relations, ultimately affecting long-term economic development [1] - Hong Kong enterprises operating in Panama should receive fair and reasonable treatment and protection [1] Group 3: Legal Actions - A spokesperson from the Chinese Foreign Ministry stated that the affected company has expressed that the ruling contradicts the legal approval of the concession rights by Panama and will reserve all rights, including legal recourse [1] - The Chinese side will take all necessary measures to firmly safeguard the legitimate rights and interests of Chinese enterprises [1]

"相信你注意到有关企业已经第一时间发表声明，表示该裁决有悖于巴拿马方面批准相关特许经营权的 法律，企业将保留包括诉讼法律程序在内的所有权利。"郭嘉昆说，中方将采取一切必要措施，坚决维 护中方企业正当合法权益。 北京日报客户端消息，1月30日，外交部发言人郭嘉昆主持例行记者会。 彭博社记者提问，巴拿马最高法院已宣布，授权长江和记实业运营巴拿马港口码头的合同无效。这两个 码头是长江和记试图出售的一个包含43个港口资产组合的一部分，潜在买方财团包括美国的贝莱德以及 中国的中远海运。中方对巴拿马最高法院的这一决定有何评论？该裁决是否会影响相关交易目前正在进 行的谈判？ 巴拿马港口公司表示，营运巴尔博亚港和克里斯托瓦尔港两个货柜码头28年以来，巴拿马港口公司及其 投资者已投资超过18亿美元于巴拿马的基建、科技和人才培育，这一金额是该国其他任何港口营运商投 资额的数倍。这些投资创造了数以千计直接及间接的就业机会，造就巴拿马成为全球认可的港口和物流 枢纽。 该公司表示，这份裁决不仅破坏巴拿马港口公司及其特许经营合约，还祸及数以千计直接或间接仰赖港 口业务为生的巴拿马家庭之福祉与安定，也损害该国的法治和法律确定性。该公司提醒 ...

Core Insights - Tesla is shifting its focus from traditional automotive production to AI and robotics, announcing the cessation of Model S/X production and a $20 billion investment in AI and humanoid robots, despite reporting a significant decline in revenue and net profit [1][2][3] - The automotive industry is undergoing a transformation where AI and smart technology are becoming the new competitive battleground, moving beyond mere electrification [3][4] - The transition from a manufacturing company to a technology company requires more than just rhetoric; it necessitates substantial investment and strategic focus [5][6] Industry Dynamics - The automotive sector is being redefined by AI, with competition now centered around AI infrastructure, driving algorithms, and high-performance chips rather than just vehicle pricing and features [3][4] - Many Chinese automotive companies are struggling with over-diversification and brand proliferation, leading to resource dilution and confusion in consumer perception [6][7] - The true competitive advantage lies in the deep integration of the supply chain, as exemplified by Tesla's vertical integration strategy, which combines various technologies and services [8] Talent and Strategic Focus - Attracting top AI talent is crucial for the automotive industry, which risks losing appeal if it remains mired in price wars and homogenization [10] - The future of competition will hinge on the ability to integrate AI capabilities, satellite networks, and embodied intelligence into cohesive systems rather than just manufacturing prowess [8][10] - The Chinese automotive industry must leverage its market size and supply chain strengths to navigate the evolving landscape shaped by AI and technology [11]

Core Viewpoint - AstraZeneca has announced a collaboration with China National Pharmaceutical Group (CSPC) to develop obesity and diabetes drugs, with a maximum value of $18.5 billion, aiming to strengthen its position in a rapidly growing market [1][2]. Group 1: Collaboration Details - The agreement allows AstraZeneca exclusive global rights (excluding mainland China, Hong Kong, Macau, and Taiwan) to develop, produce, and commercialize a weight management product portfolio, including one project entering clinical trials and three preclinical projects [1]. - CSPC will receive a $1.2 billion upfront payment, with potential milestone payments of up to $3.5 billion for development and $13.8 billion for sales, plus a double-digit percentage royalty based on annual net sales of the licensed products [1][2]. Group 2: Market Context - If all milestones are achieved, CSPC could receive a total of $18.5 billion, making it the largest business development deal for the company to date [2]. - The deal is expected to surpass recent significant transactions in the obesity drug market, including Pfizer's acquisition of a weight loss drug startup for over $10 billion [5]. Group 3: Strategic Importance - This collaboration supports AstraZeneca's pipeline for obesity drugs, with three treatments currently in various stages of development, and positions the company to compete in a market dominated by Novo Nordisk and Eli Lilly [5]. - Analysts predict that the global obesity drug market could reach $100 billion by 2030, highlighting the strategic importance of this collaboration for AstraZeneca [5]. Group 4: Investment in China - AstraZeneca plans to invest $15 billion in the Chinese market by 2030 to enhance its capabilities in drug production and research, which is crucial for achieving its goal of launching 20 innovative drugs by 2030 [6]. - The partnership with CSPC is seen as a complement to this investment strategy, reflecting the increasing focus of multinational pharmaceutical companies on the Chinese market [6]. Group 5: Industry Trends - The Chinese pharmaceutical market is experiencing a surge in innovation, with projections indicating that by 2025, the total value of innovative drug licensing transactions will exceed $130 billion [7]. - The industry is evolving from simple licensing agreements to more complex collaborations, allowing Chinese pharmaceutical companies to capture a larger share of the global pharmaceutical value chain [7][8].