Guan Cha Zhe Wang
Search documents
“中国芯片起步晚、发展快”这个说法,并不准确
Guan Cha Zhe Wang· 2026-02-01 06:11
Group 1 - The U.S. House Foreign Affairs Committee has passed a bipartisan proposal to transfer the review authority of advanced AI chip sales to China to Congress, highlighting the long-term strategy of the West to restrict key technologies to China [1] - China's chip industry is accelerating its self-sufficiency process in response to external restrictions, with major foundries like SMIC and Hua Hong operating at full capacity and leading in mature process technologies [1] - Despite limitations in advanced processes, China is making significant progress in developing 7nm and 5nm technologies, with an increasing rate of chip self-sufficiency and accelerated R&D in high-end AI and server chips [1] Group 2 - Chips are compared to "modern oil," being integral to various devices, from smartphones to household appliances, emphasizing their unseen yet critical value in today's technology [2] - The automotive industry has become a significant market for chips, with modern vehicles containing hundreds of chips for various functions, showcasing the evolution of technology reliance on semiconductors [3] - The fourth industrial revolution is characterized by the integration of strong and weak electricity, with chips playing an essential role in this convergence [4][5] Group 3 - Key technological turning points in the chip industry include the invention of the transistor, the development of integrated circuits, and advancements in storage technologies like DRAM and flash memory, which have significantly influenced the global chip landscape [7][10] - The rise of the foundry model has transformed the semiconductor industry, allowing companies to focus on design while outsourcing manufacturing, leading to a concentration of chip production in East Asia [12][13] Group 4 - China's chip industry is at a critical historical stage, having made substantial investments and advancements since the trade war, although it still faces challenges in catching up with global leaders [14][19] - The development path of China's chip industry has been unique, starting from the top of the value chain and gradually moving down to design and manufacturing, particularly after the trade war [17][18] Group 5 - China has made significant progress in the storage chip sector, achieving self-sufficiency in DRAM and flash memory, with companies like Yangtze Memory Technologies and ChangXin Memory Technologies ranking among the top globally [26] - The domestic chip industry is experiencing rapid advancements in equipment localization, with notable progress in various semiconductor manufacturing equipment, although challenges remain in high-end lithography machines [27][28] Group 6 - The rapid development of AI has significantly impacted the chip industry, leading to increased demand for memory and processing power, with Chinese companies benefiting from the domestic production capacity [29][30] - The emergence of models like DeepSeek indicates a shift in China's approach to AI, focusing on optimizing models to work efficiently within existing hardware limitations [32] Group 7 - The Chinese chip industry must balance self-sufficiency with open collaboration, recognizing the importance of both government support and market dynamics in driving growth [39] - By 2030, the goal is for China to achieve self-sufficiency across the entire semiconductor supply chain, including the development of competitive global chip companies [38]
品特色美食、赏千年珍宝 浦东喊你来过大年!
Guan Cha Zhe Wang· 2026-02-01 05:05
满城尽是中国红,处处洋溢中国风。作为中国对外开放的窗口,上海浦东近日换上节日盛装,推出千场新春活动,以"国际范"融合"中国韵"的独特姿态,向 海内外宾客和市民发出"来浦东过大年"的热情邀约。 夜幕降临,浦东美术馆的镜厅化身为天然"剧场",滨江大道上铁花飞溅,如璀璨星辰在夜空绽放,对岸外滩万国建筑群成为火花的壮观"幕墙"。 与此同时,首届"浦东中国年味节"在陆家嘴活力登场,汇聚多地特色年味美食,并推出15场非遗展演、15场传统与现代交融的沉浸式演出,为市民和游客带 来丰富多彩的新春体验。 随着"来浦东过大年"系列活动开启,浦东街头巷尾洋溢着喜庆氛围。以世纪广场日晷雕塑平台为起点,世纪大道布置了奔腾的赤马灯饰和198个红灯笼,形 成一条长达3.9公里的"星光大道"。 2月15日至23日,陆家嘴区域还将举办光影联动展演,国金中心双子塔、浦东美术馆、上海中心等地标建筑将同步呈现万马奔腾的壮丽景象。 "浦东中国年味节"总策划陈败介绍,本次活动特邀著名昆曲艺术家张军编排《长刀大弓》,在摩登都市环境中演绎传统艺术,带来别样的震撼。 有游客观展后感慨:"民间能收藏这么多珍贵文物很不容易,历经历史变迁仍保存完好,令人感动。" ...
英国保护《大宪章》摄像头是中国造,有人挑事:这是民主象征,令人痛心
Guan Cha Zhe Wang· 2026-02-01 04:33
Core Viewpoint - The incident involving the monitoring cameras produced by Chinese company Dahua Technology at Salisbury Cathedral has sparked controversy, with anti-China forces demanding the removal of the equipment due to alleged human rights concerns related to Xinjiang [1][5]. Group 1: Incident Overview - Salisbury Cathedral, which houses one of the four original copies of the 1215 Magna Carta, has faced backlash for using surveillance cameras made by Dahua Technology, a Chinese firm [1][4]. - The World Uyghur Congress (WUC), an organization known for its anti-China stance, has sent letters to both Salisbury Cathedral and the Parthenon in Greece, urging the removal of Chinese-made surveillance equipment [1][5]. - The WUC has been labeled a separatist organization by the Chinese government and has been involved in various anti-China activities [1]. Group 2: Allegations and Responses - The WUC claims that Dahua's technology is implicated in "genocide or crimes against humanity" in Xinjiang, asserting that the surveillance systems play a role in monitoring and controlling the region [1][7]. - Ukrainian organizations have echoed these concerns, alleging that the cameras have systemic security vulnerabilities that were exploited by Russia during the conflict with Ukraine [6][7]. - Dahua Technology has firmly denied these allegations, stating that it has never developed products aimed at targeting specific ethnic or national groups and that its products meet international cybersecurity standards [7]. Group 3: Broader Context - Since 2022, the UK government has been urging departments to stop installing Chinese-made surveillance cameras in sensitive buildings, a trend that has been followed by other countries like Australia [7]. - The Chinese government has consistently opposed the broadening of national security concepts to unjustly suppress Chinese companies and has emphasized the importance of fair trade practices [7].
张维为《这就是中国》318期:营造风清气正的网络空间
Guan Cha Zhe Wang· 2026-02-01 00:47
Core Viewpoint - The discussion emphasizes the importance of understanding the internet ecosystem from a higher perspective, highlighting both its benefits and challenges in governance and cultural dynamics [1][3]. Group 1: Internet Ecosystem - The internet has become an integral part of daily life, influencing various aspects such as communication, entertainment, and production [3]. - The concept of "network ecology" is introduced, which refers to the dynamic balance of various entities within the internet, similar to a biological ecosystem [4][5]. - The "tropical rainforest model" is used as a metaphor for a healthy industrial ecosystem, where diverse entities coexist and innovate through competition and cooperation [5][7]. Group 2: Governance and Management - The governance of the internet is a complex task that requires a balance between different voices and the promotion of mainstream values [10][11]. - Key principles for effective internet governance include maintaining party leadership, prioritizing the people's needs, ensuring legal protection, fostering innovation, and adopting a systemic perspective [8][9]. - The importance of a comprehensive governance framework that involves multiple stakeholders and utilizes various methods such as education and law enforcement is emphasized [11]. Group 3: Cultural Dynamics - The internet serves as a platform for diverse cultural expressions, where different interest groups contribute to a rich cultural ecosystem [7][10]. - The need for a positive online environment is highlighted, where mainstream voices can thrive while allowing for diverse opinions [20][21]. - The concept of "net sense" is introduced, which refers to the ability to discern and navigate the complexities of online information [32][41]. Group 4: Challenges and Solutions - The challenges posed by algorithms and emotional content in shaping online discourse are acknowledged, with a call for more critical engagement from users [37][40]. - The necessity for individuals to develop a discerning mindset and engage with a variety of perspectives to combat information bubbles is stressed [31][41]. - The role of algorithms in influencing user experience and the importance of understanding their impact on information consumption are discussed [30][38].
互联网治理要有“生态思维”
Guan Cha Zhe Wang· 2026-02-01 00:45
Core Viewpoint - The discussion emphasizes the importance of understanding the internet ecosystem from a higher perspective, focusing on the need for effective governance and the cultivation of a positive online environment [1][3]. Group 1: Internet Ecosystem and Governance - The internet has become an integral part of daily life, providing connectivity and convenience, but it also presents challenges such as misinformation and divisive content [3][4]. - Since the 18th National Congress of the Communist Party, the overall internet ecosystem in China has improved, but governance remains a significant challenge [3][8]. - The concept of "network ecology" is introduced, highlighting the need for an ecological mindset in internet governance, which involves maintaining balance and fostering innovation [4][5][7]. Group 2: Key Principles for Governance - The speech by the General Secretary outlines five key principles for internet governance: adherence to party leadership, prioritizing the people, maintaining integrity and innovation, ensuring legal protection, and adopting a systemic perspective [7][8]. - Seven keywords are identified to aid in understanding governance methods: mainstream, innovation, pattern, people, ideological education, decisive action, and mindset [8][9]. Group 3: Mainstream and Innovation - Emphasis is placed on the need for positive mainstream voices and innovative content to shape the online space, making it a platform for moral cultivation and cultural transmission [9][10]. - The importance of adapting mainstream content to resonate with contemporary issues faced by youth is highlighted [9][10]. Group 4: Role of the People - The collective effort of internet users is crucial in creating a vibrant online culture, with netizens actively engaging in cultural creation and combating negative phenomena [10][12]. - The need for understanding generational differences in internet culture is stressed, as many older individuals may not grasp the nuances of youth culture [12][13]. Group 5: Ideological Education and Content Regulation - The necessity for targeted ideological education in online spaces is emphasized, with a call for platforms to guide content effectively [13][14]. - The concept of "decisive action" is introduced, advocating for a proactive approach to address online conflicts and misinformation [13][14]. Group 6: Dynamic Nature of Internet Ecosystem - The internet ecosystem is described as dynamic and self-regulating, requiring continuous monitoring and adjustment by governance bodies [26][27]. - The role of algorithms in shaping user experiences and the need for regulatory oversight of these algorithms are discussed [26][27]. Group 7: Balancing Freedom and Regulation - The discussion contrasts different international models of internet governance, highlighting the need for a balanced approach that allows for innovation while ensuring regulatory oversight [24][25]. - The importance of fostering a healthy online environment through a combination of market forces and regulatory frameworks is emphasized [25][26].
内存涨价非常显著,小米砸10亿补贴Turbo新机
Guan Cha Zhe Wang· 2026-02-01 00:11
售价方面,1月29日至3月3日为首销期,Turbo5Max全系直降300元,首销价2199元起,Turbo5同样直降 300元,首销价1999元起,国补相关价格以当地政策为准。 此前,小米总裁卢伟冰在一场直播中表示,从2022年底至2025年近三年间,AI技术迎来爆发式增长。 根据整体判断,2025年至2027年,都将是内存成本的上涨周期。内存价格大幅上涨,已直接导致手机制 造成本显著上升。不过,卢伟冰在小米2025年第三季度业绩会上曾透露,该公司已与合作伙伴签订了 2026年全年供应协议,以确保全年供应不受影响,并表示未来可能通过调整产品价格和升级产品结构来 缓解成本压力。 据IDC中国手机市场数据,2025年华为以4670万台的出货量、16.4%的份额重登榜首。紧随其后的是苹 果与vivo,并列第二,出货量分别为4620万台、4610万台,市场份额均为16.2%。小米与OPPO分列第 四、五位,出货量分别约4380万台、4340万台,市场份额均超15%。 Turbo5Max定位Pro之上全新产品,全球首发天玑9500s处理器,以及REDMI最大的9000mAh小米金沙江 电池,续航能突破2.3天。Turb ...
追觅俞浩怒喷:对待黑水军,重拳出击
Guan Cha Zhe Wang· 2026-01-31 23:32
1月31日下午2点,针对互联网上的部分言论,追觅科技创始人兼CEO俞浩一改"爱发黄金"的老好人形象 提水军,与其缓一缓、不出头,不如改变策略,重拳出击"。并在随后的4小时内连发三条"抽黄金"的微博,共计送出40g黄金,请网友和他一起"干警 命浩-爱送黄金 曾 T》 8 小时前 来自 Xiaomi 17 Pro Max 坚定地干死所有黑子! 为什么要干? 对付黑子,就是要手段强硬!这批网络键盘侠,生活中的懦夫,失败者 上哔哔赖赖,搞得很多企业家都抬不起头来,这还了得,就应该干死他 为什么网上不允许出现唱豪我们的声音? 我记得公司一两百人的时候,也有过一段时间,开放了公司的论坛,允 公司,这样显得广开言路,听得见所有的意见。 结果没多久,就全是鸡毛蒜皮的小事,一堆人因为屁大的小事,对公司 论足。这还怎么有执行力,怎么做难而正确的事情。几乎所有正确的决 都是十分困难和挑战的。如果允许大家议论来议论去,美其名日忠言逆 很快就会轮流成一家嘈杂的平庸的公司。 最后,我还是决定,不允许讨论公司的决策,就是坚决执行,极致执行 要先执行! 现在网络的这些声音也一样,干扰我们的招聘,干扰我们的销售,甚至 象和社会关系! 我也考虑 ...
“取4万元被盘问”,律师起诉银行案2月4日开庭
Guan Cha Zhe Wang· 2026-01-31 14:46
1月30日,当事律师周筱赟通过其微信公众号发布消息,他已正式起诉中国建设银行东营东城支行(以 下简称东营建行)。该案已经正式立案,东营经济开发区人民法院向其发放了正式的受理案件通知书, 案号为(2026)鲁0591民初231号。 根据东营开发区法院传票,开庭时间为2026年2月4日上午9时。 | (2026)鲁 0591 民初 231 号 | 案号 | | --- | --- | | 案由 | 侵权责任纠纷 | | 被传唤人 | 周筱贺 | | 住所 | | | 传唤事由 | 开庭 | | 应到时间 | 2026年02月04日09:00 | | 应到处所 | 第十三审判庭 | | 注意事项: | | | 1. 被传唤人必须准时到达应到处所; | | | 2. 本传票由被传唤人携带来院报到; | | | 3. 被传唤人收到传票后,应在送达回证上签名或者盖章。 | | 法院传票周筱赟提供 律师取4万元遭银行"盘问",反诈如何破解"误伤"难题? 周筱赟表示,建行总行的内部线人告知,这次不是由东营建行派员出庭,而是由北京的建行总行派出团 队。 回溯案件起因,去年11月3日,周筱赟在山东东营出差期间,前往中国建设银行东 ...
国补百吋电视“爆单”,电梯难题何解?
Guan Cha Zhe Wang· 2026-01-31 12:35
Core Insights - The new "National Subsidy" policy for home appliances has significantly boosted the market, with major appliances seeing a nearly 30% year-on-year increase in consumption and a nearly 90% month-on-month surge [1][4] - The policy has led to a structural shift in consumer preferences towards high-end products, such as 100-inch televisions and energy-efficient refrigerators, indicating a trend of consumption upgrading [1][6] Group 1: Market Trends - The implementation of the new subsidy policy has resulted in a clear structural change in the home appliance market, with a focus on larger and higher-quality products [5][6] - High-end products, including smart and energy-efficient appliances, are driving innovation and sales, reflecting a shift in consumer demand towards quality and experience [6][7] - The market is experiencing a polarization effect, where leading brands with core technologies and comprehensive high-end product lines are gaining market share, while low-cost competitors may struggle [7][9] Group 2: Delivery and Service Challenges - The rise of 100-inch televisions has highlighted significant delivery and installation challenges, as only about 5% of elevators can accommodate these large products without removing packaging [9][10] - To address these challenges, logistics companies have developed integrated delivery and installation services, improving the success rate of home delivery for large appliances to over 95% [10][13] - The integration of delivery, installation, and old appliance recycling services is becoming a key competitive advantage for brands and platforms, enhancing customer satisfaction [13][14] Group 3: Future Outlook - The home appliance market is expected to see the emergence of new product categories that cater to specific consumer needs, driven by ongoing consumption upgrades and technological innovations [14] - The focus is shifting from merely selling products to providing comprehensive service experiences, which will shape the future landscape of the home appliance industry [14]
超256万用户:比亚迪兑现“全民智驾”承诺
Guan Cha Zhe Wang· 2026-01-31 11:27
导读:智驾走向全民,信任才是最终的交付。 (文 / 观察者网 周盛明 编辑 / 高莘) 1月28日,比亚迪推送"天神之眼5.0"OTA更新。该版本在端到端的基础上,新增强化学习的能力,从算 法层面推动体验的提升。 如果只把辅助驾驶理解为一种"高配功能",那么一次版本升级似乎只是产品层面的例行迭代。在智能化 的浪潮中,似乎并不引人注目。 过去一年,L2及以上辅助驾驶的渗透率持续上升,高速领航、智能泊车等功能开始成为消费者购车时 反复比较的关键配置。 中国汽车工业协会的数据显示,2025年前三季度,具备L2级功能的乘用车新车销量同比增长21.2%,渗 透率达64%,2025年全年约66.1%。 在这样的背景之下再去观察比亚迪的辅助驾驶,观察"天神之眼"的行业地位,视角则完全不同: 2025年2月,比亚迪宣布"全民智驾"的战略。仅仅到了2025年12月,比亚迪辅助驾驶车型累计保有量就 已超过256万辆,"天神之眼"也成为中国市场装车量最大的辅助驾驶系统之一。 2025年开年,比亚迪提出"全民智驾"。 与行业里常见的"辅助驾驶加价选装"不同,比亚迪选择把智驾作为一项面向大众的基础能力下沉到主力 车型上,甚至7万元级别 ...