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一再降级,黄仁勋坐不住了:去中国
Guan Cha Zhe Wang· 2025-07-10 03:23
【文/观察者网 熊超然】"英伟达计划最早于今年9月推出一款专为中国设计的全新人工智能(AI)芯 片,首席执行官(CEO)黄仁勋计划访问北京,重申公司对中国市场的承诺。" 7月10日,英国《金融时报》援引知情人士报道称,这款全新芯片是英伟达现有Blackwell RTX Pro 6000 处理器的修改版本,将去除一些最先进的技术,例如改善互连性能以及加速数据传输的高带宽内存 (HBM)和NVLink,以符合美国总统特朗普收紧的出口管制规定。 知情人士还透露,黄仁勋计划于下周三(7月16日)出席在北京举行的中国国际供应链促进博览会,期 间或与中国高层领导人会面。 《金融时报》称,今年早些时候,特朗普政府收紧出口管制导致了英伟达股价遭受重创。由于英伟达正 试图保住在中国这一关键海外市场的地位,同时又深陷地缘政治漩涡,黄仁勋正加紧努力,与中美双方 进行更具外交意义的沟通。 知情人士补充说,具体日程尚未最终确定,仍需获得中方批准。今年1月中旬,黄仁勋曾接连访问中国 多个城市。今年4月17日,应中国贸促会邀请,黄仁勋也曾抵达北京访问。目前,中国贸促会尚未立即 回应置评请求。同时,英伟达发言人拒绝就任何针对中国市场的芯片重 ...
英国航空高管:为提振客运需求,希望英国加入中国的30天免签入境计划
Guan Cha Zhe Wang· 2025-07-10 02:40
Group 1 - British Airways is seeking to have the UK included in China's expanding 30-day visa-free policy to boost passenger demand, following the suspension of its Beijing route last year [1][3] - As of June 2023, China's visa-free policy covers 55 countries, with the UK not yet included, although UK passport holders can enjoy a 240-hour transit visa exemption since last year [1][3] - The suspension of flights to Beijing has put British Airways at a competitive disadvantage compared to Chinese airlines, which can offer shorter flight times without the operational restrictions faced by British carriers [3] Group 2 - The expansion of China's visa-free policy has significantly increased inbound tourism, with over 20 million foreign travelers entering visa-free in 2023, doubling year-on-year [4] - Shanghai has performed notably as an entry hub, receiving 2.6 million foreign travelers in the first half of the year, with nearly half entering visa-free, representing a 45% year-on-year increase [4] - The article contrasts the US's restrictive immigration policies under President Trump with China's efforts to enhance its soft power through tourism and cultural exchange [4][6] Group 3 - The Chinese government is committed to high-level openness and facilitating international exchanges, which is reflected in the growing interest of foreign visitors in China [6] - The rise of Chinese brands, such as the toy retailer Pop Mart, showcases the increasing global recognition of Chinese products, further attracting international tourists [4][6] - China's approach to modernization and innovation is positioned as a stabilizing force in a complex global landscape, aiming to share opportunities and benefits with the world [6]
欧莱雅香港也将“港人北上”?裁员超200人后,香港分部或并入内地
Guan Cha Zhe Wang· 2025-07-10 02:15
(文/霍东阳 编辑/张广凯) 此外,有业内人士认为欧莱雅香港并入内地是大势所趋,与香港零售业积极转型密切相关。 7月2日,香港特区政府公布了今年5月的零售数据,该月零售业总销货值达313亿港元,按年上升2.4%。但值得注意的是,这是连续13个月零售数据下跌的 首次正增长。其中,线上销售占比升至8.3%,有82%的企业认为数字化是未来核心。 同时,背后也离不开内地游客的推动。据香港旅发局6月16日公布的数据,5月初步访港游客数量达到了408万人次,较去年同期上升两成。今年1-5月,访港 旅客量超2000万人次,按年增加12%,其中内地游客共有1520万人次,按年增加1成。 本文系观察者网独家稿件,未经授权,不得转载。 继7月2日欧莱雅中国否认了"欧莱雅集团计划在中国香港裁员,比例高达90%"的消息后,欧莱雅香港又有了新消息。 7月8日,有港媒报道称欧莱雅香港裁员正在进行中,预计将在9月底完成,涉及员工超过200名,香港分部只剩下少量与前线沟通的员工以维持基本运营。报 道同时也称,欧莱雅香港约有300名员工(不包含销售人员),按裁员200人来算,裁员比例的确不是90%,而是67%。 有被裁员工指出,公司是在赚钱的 ...
网信公安联合整治AI制假;智元否认借壳上市;英伟达总市值超英法德股市
Guan Cha Zhe Wang· 2025-07-10 00:57
Group 1 - The core viewpoint of the news highlights the increasing regulation and scrutiny of AI technologies and their applications, particularly in combating misinformation and ensuring safety standards [1][2]. - The Central Cyberspace Affairs Commission has taken action against the misuse of AI technologies, addressing over 3,500 AI products and clearing more than 960,000 pieces of illegal information [1]. - The market regulatory authorities are working on establishing a risk assessment system for AI, focusing on key technologies and performance metrics for AI algorithms and systems [2]. Group 2 - DeepSeek's user engagement has reportedly dropped from a peak of 7.5% earlier this year, with website traffic declining by nearly 30%, although this data may not fully represent its usage across third-party platforms [3]. - Nvidia and OpenAI are entering the competitive web browser market with AI-enhanced browsers, aiming to challenge Google's dominance, which currently holds a 68% market share [3]. - Midea Group plans to invest over 50 billion yuan in AI models and related technologies over the next three years to strengthen its technological capabilities [4]. Group 3 - Zhiyuan Robotics has clarified that its acquisition of a 63.62% stake in Upwind New Materials does not constitute a backdoor listing, emphasizing that it is merely a move to gain controlling interest [5][6]. - BYD has announced the achievement of L4-level smart parking capabilities, offering comprehensive safety guarantees for its users in China [6]. Group 4 - Nvidia's market capitalization briefly surpassed $4 trillion, making it the first company to reach this milestone, exceeding the total market value of several major European countries [7].
全球PC出货量逆势增长,联想苹果等抢跑关税窗口期
Guan Cha Zhe Wang· 2025-07-10 00:57
Core Insights - The global PC shipments are projected to grow by 6.5% year-on-year in Q2 2025, reaching 68.4 million units [1][2] - Lenovo maintains its leading position with a shipment of 17 million units and a market share of 24.8%, showing a year-on-year growth of 15.2% [1][2] - The U.S. PC market is experiencing a slowdown due to the impact of import tariffs, while other regions show strong demand driven by device upgrades and the transition to Windows 11 [1][2][5] Company Summaries - **Lenovo**: - Q2 2025 shipments: 17 million units - Market share: 24.8% - Year-on-year growth: 15.2% [2] - **HP Inc**: - Q2 2025 shipments: 14.1 million units - Market share: 20.7% - Year-on-year growth: 3.2% [2] - **Dell Technologies**: - Q2 2025 shipments: 9.8 million units - Market share: 14.3% - Year-on-year decline: -3.0% [2] - **Apple**: - Q2 2025 shipments: 6.2 million units - Market share: 9.1% - Year-on-year growth: 21.4% [2] - **ASUS**: - Q2 2025 shipments: 4.9 million units - Market share: 7.2% - Year-on-year growth: 16.7% [2] Industry Trends - The overall PC market is facing challenges due to high inventory levels and uncertain demand outlook for Q3 and beyond [5] - The anticipated end of support for Windows 10 in October 2025 may drive further demand for PC upgrades [3] - Strong demand in regions outside the U.S. is primarily driven by aging devices and the transition to newer operating systems [1][5]
克劳斯·拉雷斯:在谈论中美关系时,永远要记住一句名言“争论总比战争好”
Guan Cha Zhe Wang· 2025-07-10 00:50
Group 1 - The article discusses the ongoing trade tensions between the US and China, highlighting the recent extension of tariffs and the potential for a trade agreement [1][6][11] - It emphasizes the historical context of US-China relations, noting significant changes since the Nixon-Kissinger era, particularly China's rise as a competitive economic power [2][27] - The article mentions the impact of tariffs, with the US imposing up to 145% tariffs on Chinese goods and China retaliating with 125% tariffs, leading to a significant economic decoupling [5][6] Group 2 - The dialogue between the US and China is framed as essential for coexistence, with both nations needing to engage in discussions to resolve trade conflicts [4][10] - The potential for a new trade agreement is discussed, with the expectation that it should be detailed and long-lasting, ideally lasting several years [8][9][10] - The article also touches on the geopolitical implications of the trade relationship, including concerns over military and technological competition [28][27] Group 3 - The article reflects on the broader implications of US foreign policy under Trump, particularly regarding transatlantic relations and the perception of Europe [20][22] - It suggests that Trump's approach has damaged the US's image in Europe and that rebuilding trust will take time and effort [22][23] - The discussion includes the need for a multilateral approach to global order, indicating that a new world order cannot be established solely by the US and China [12][24]
英伟达成全球首个达到4万亿美元市值的公司
Guan Cha Zhe Wang· 2025-07-10 00:43
Core Viewpoint - Nvidia's stock price surged nearly 2.8% to $164.42, briefly surpassing a market capitalization of $4 trillion, marking it as the first company to reach this milestone [1] Group 1: Company Performance - Nvidia's stock has increased over 21% year-to-date, with annual gains of 239% and 171% for 2023 and 2024 respectively [1] - The company achieved a market capitalization of $2 trillion in February 2024 and $3 trillion in June 2024 [1] - After a significant drop to $86.61 in April, Nvidia's stock rebounded nearly 90% from its year-to-date low [1] Group 2: Market Position - Nvidia is currently the highest-valued company globally, surpassing Microsoft and Apple, which previously reached a $3 trillion valuation [1] - Major clients like Amazon and Alphabet, which together account for over 40% of Nvidia's revenue, are expected to increase their capital expenditures to approximately $350 billion annually [2] - Loop Capital raised Nvidia's target price from $175 to $250, suggesting a potential market cap of around $6 trillion [2] Group 3: Competitive Landscape - Companies with market capitalizations comparable to Nvidia include Microsoft at over $3.7 trillion and Apple at $3.1 trillion [2] - Major clients of Nvidia, such as Amazon and Alphabet, have market caps exceeding $2 trillion, while competitors like Broadcom and suppliers like TSMC are valued at approximately $1.3 trillion and $1.2 trillion respectively [2]
美港口警告特朗普推迟加税:80%岸桥起重机是中国造,美国能造出来得10年
Guan Cha Zhe Wang· 2025-07-10 00:25
Core Viewpoint - U.S. port operators are urging the Trump administration to delay new tariffs on Chinese-made cranes, warning that costs for essential port equipment upgrades could soar by tens of millions of dollars if the tariffs are implemented [1][4]. Group 1: Tariff Implications - The proposed tariffs would add to the existing 25% tariff on Chinese cranes established during the Biden administration, with additional tariffs being considered on other Chinese goods [1][5]. - U.S. port operators argue that the tariffs would unfairly penalize ports that have already placed orders for cranes before the new policy was announced, without addressing the severe shortage of non-Chinese manufactured cranes [1][5]. Group 2: Market Dynamics - Currently, 80% of the cranes used at U.S. ports are manufactured in China, primarily by ZPMC, which significantly outpaces competitors like Konecranes and Liebherr [2][4]. - The average price of a Chinese-made crane is approximately $15 million, which is several million dollars lower than the cheapest non-Chinese alternatives [5]. Group 3: Domestic Production Challenges - U.S. port officials indicate that establishing sufficient domestic production capacity for cranes could take around ten years, highlighting the urgent need for a transition period [4][7]. - The American Association of Port Authorities (AAPA) supports the goal of domestic crane production but emphasizes the necessity of tax incentives to stimulate local manufacturing capabilities [5]. Group 4: Broader Economic Concerns - U.S. government officials express concerns that China's dominance in critical infrastructure poses risks to both the economy and national security, with allegations of potential espionage capabilities in Chinese cranes [4][5]. - The U.S. Trade Representative (USTR) is currently reviewing tariff measures on Chinese equipment, with discussions focusing on imposing tariffs ranging from 20% to 100% on various cargo handling equipment [5][8].
进口防晒产品合规性遭质疑 伊菲丹回应:跨境商品免备案
Guan Cha Zhe Wang· 2025-07-09 14:37
Core Viewpoint - The French high-end skincare brand EviDenS de Beauté's sunscreen product has raised compliance concerns in the Chinese market due to its lack of local testing and registration, despite being classified as a cross-border import that adheres to its country of origin's regulations [1][2]. Group 1: Compliance and Regulatory Issues - EviDenS de Beauté's sunscreen product has not completed local testing and registration in mainland China, leading to widespread market skepticism regarding its compliance [1]. - According to China's Cosmetic Supervision and Administration Regulations, sunscreen products are classified as special cosmetics and must undergo human efficacy evaluation and obtain registration before being sold [1]. - The brand claims that the product is a cross-border import and is exempt from Chinese cosmetic registration requirements under current e-commerce retail import regulations [1]. Group 2: Testing and Safety Standards - The product has been tested in its country of origin according to internationally recognized sunscreen efficacy standards (ISO 24444) by a reputable third-party laboratory, confirming it meets SPF50 and PA++++ protection levels [2]. - Consumers have raised concerns about whether international certifications can be equated with safety guarantees in the Chinese market, given the differences in skin types and testing environments [2]. - Industry experts emphasize that while cross-border e-commerce policies aim to facilitate trade, local registration remains a crucial step for ensuring consumer rights, especially for special cosmetics [2]. Group 3: Future Plans - EviDenS de Beauté is actively preparing for the general trade registration of the product in mainland China, indicating a commitment to comply with local regulations and testing processes in the future [2].
聚焦“天地一体”,中科曙光、中科星图带来太空算网中国方案
Guan Cha Zhe Wang· 2025-07-09 13:35
Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou marks a significant step in China's space computing industry, focusing on technological innovation and application in the field of space information [1][3]. Industry Development - The Chinese government emphasizes the growth of future industries, including commercial aerospace and low-altitude economy, as part of national strategies [3]. - The space information industry is recognized as a strategic emerging industry within China's 14th Five-Year Plan [3]. Strategic Value of Space Computing - The global space information industry is rapidly evolving, with significant initiatives like SpaceX's Starlink and the EU's satellite constellation plans [4]. - There is a shift in satellite capabilities from data collection to integrated intelligent computing, leading to the emergence of space computing [4]. Technical Innovations - Traditional satellite data processing faces limitations such as bandwidth and latency issues, while space computing can reduce data transmission by over 90% and processing time from hours to minutes [5]. - The collaboration aims to develop high-performance, low-power components for space computing, focusing on specialized chip design, reliable satellite computing platforms, and integrated network protocols [6]. Ecosystem Development - The partnership will create a comprehensive ecosystem for space computing, involving various stakeholders from chip design to application integration [8]. - By 2030, the space computing market is projected to reach several hundred billion dollars, with significant opportunities for Chinese tech companies [8]. Application and Impact - Space computing will enhance capabilities in emergency response, weather forecasting, and agricultural monitoring, among other sectors [9]. - The initiative aims to address the global digital divide by providing space computing services to underserved populations [10][11].