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从世界体系聊到科幻想象,观察者网2026答案秀·思想者春晚火爆全网
Guan Cha Zhe Wang· 2026-01-22 09:54
在岁末年初,我们大抵有一个相通的感觉,世界已行至多重临界点。 当曾被膜拜的"灯塔"失色,后发赶超的终点线愈来愈近,世界体系将向何处去? 当告别短缺的一代新人成为社会中坚,我们的文化自信该如何建构? 当人工智能开始大规模应用,安全与伦理的边界该怎样划定? 现实正在失重,未来正在成形,我们有太多的问题亟待解答。 在这一关键的历史临界点上,2026年1月17日和18日两天,观察者网2026答案秀开启线上直播, 与战略合作伙伴:上海市漕河泾新兴技术开发区发展总公司, 思想共创伙伴:66度探险邮轮, 出行合作伙伴:腾势, 科技同行伙伴:小米, 精选民宿伙伴:乡伴集团, 生态合作伙伴:日产中国, 活动指定酒店:锦江酒店, 活动指定航空公司:吉祥航空, 观察者网董事长、风险投资人李世默主持了本版块的圆桌对话,与上海外国语大学杰出教授黄靖、俄罗 斯国立高等经济研究大学国际关系学系主任亚历山大·卢金、萨仁山等纵论"新世界开场",深入探讨全 球南方如何书写人类文明下一章。 灯塔重构:世界体系的 "操作系统 正在重装 在追问中前行 图 答案 | 观察者网 特别支持:快手, 共同为观众们带来一场思想者春晚,让来自世界各地的思考者与行 ...
英特尔、AMD产能被曝售罄,CPU也要大涨价?
Guan Cha Zhe Wang· 2026-01-22 09:44
Core Viewpoint - Intel has regained investor interest on Wall Street, with its stock price rising significantly due to strong demand for server CPUs driven by data center needs [1][3]. Group 1: Stock Performance - Intel's stock opened at $54.25, closing up 11.72%, marking a 148% increase from its low of under $20 in the past year [1]. - AMD also saw an 8% increase in its stock price during the same period [1]. Group 2: Market Demand and Pricing - KeyBanc's report indicates that demand from large cloud service providers has led to Intel and AMD's server CPU capacity being nearly sold out for 2026 [1]. - Both companies are considering raising their server CPU average prices by 10% to 15% due to this demand [1]. Group 3: Analyst Sentiment - Over the past two months, at least 10 brokerages have raised Intel's target price or rating, reflecting a generally optimistic outlook [3]. - Analyst Ryuta Makino noted that the current sentiment towards Intel is the most positive in a long time, with expectations of at least double-digit price increases for server CPUs by 2026 [3]. Group 4: Business Segments - Despite the positive outlook for server CPUs, demand for Intel's PC CPUs is weakening, with UBS analysts predicting a 4% decline in global PC shipments by 2026 due to rising storage prices [3]. - Intel's data center and AI-related sales for Q4 were estimated at $4.433 billion, a 30% year-over-year increase, while overall sales are expected to decline by 6% to $13.4 billion [4]. Group 5: Manufacturing and Partnerships - Intel's foundry business has received positive news, including a long-term order from the U.S. Missile Defense Agency, likely involving mature process and packaging technologies [5]. - There are rumors that Apple is considering using Intel's 18A process for its future SoCs, with plans for low-end M-series chip production potentially starting in Q2 to Q3 of 2027 [5].
陈小英前夫起诉索要申通2028.4万股
Guan Cha Zhe Wang· 2026-01-22 09:35
本次诉讼系离婚财产分割,资料显示,本次诉讼原告奚春阳与陈小英已于2012年结束婚姻关系。本次奚 春阳共有三项诉求,其一,判令确认登记在第三人陈小英名下的公司4056.8万股(持股比例为2.65%) 中的2028.4万股归原告奚春阳所有;其二,判令公司、第三人陈小英就前述股票向中国证券登记结算有 限责任公司办理非交易过户至原告奚春阳名下的手续;其三,本案案件受理费由申通快递和陈小英共同 承担。 申通快递在公告中表示,本次诉讼事项是奚春阳与陈小英之间的离婚财产分割涉及的股东资格确权纠 纷,涉诉的股份数量为2028.4万股,约占上市公司的股份比例为1.33%,不会对公司正常生产经营造成 重大不利影响。本次诉讼事项尚未开庭审理,尚未产生具有法律效力的判决或裁定,陈小英名下持有的 公司股份是否发生权益变动存在不确定性。公司将密切关注该事项的后续情况,积极应诉。同时,公司 将严格按照有关法律、法规的规定和要求,及时履行信息披露义务。 值得一提的是,奚春阳与陈小英婚前,系申通创始人聂腾飞的司机。1998年,聂腾飞因车祸意外去世, 作为聂腾飞的遗孀,陈小英掌控申通快递,并在2012年改嫁奚春阳。陈小英曾在2019年,把申通快 ...
特朗普声称要防止中国染指加密货币领域,外交部回应
Guan Cha Zhe Wang· 2026-01-22 09:26
据彭博社等外媒报道,1月21日,美国总统特朗普在世界经济论坛(又称达沃斯论坛)上宣称,要让美 国继续成为"世界加密货币之都",并称新的加密立法将开启"通往全新金融自由的新路径"。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 据北京日报客户端消息,1月22日,外交部发言人郭嘉昆主持例行记者会。 有外媒记者提问,美国总统特朗普在达沃斯表示,他致力于保持美国在加密货币领域的领先地位,必须 采取措施防止中国染指该领域。中方对此有何评论? 郭嘉昆表示,中国始终积极开展多双边货币金融合作,参与全球宏观政策协调和国际金融规则的制 定,"你提到的具体问题建议向中方主管部门进行询问。" 特朗普还不忘扯上中国,他宣称,"中国也想要(加密货币)市场",因此美国须采取措施防止中国在该 领域取得领先。 据外媒报道,特朗普在竞选总统时就表示将大力支持加密货币产业。自上任以来,他签署了多项举措, 包括建立稳定币监管框架的《天才法案》。与此同时,他还密集发布行政令,推动设立"比特币战略储 备",并成立相关工作组;白宫亦任命多名行业支持者进入关键政府岗位。特朗普家族还曾推出过以他 本人名字命名的加密货币。 但这一系列举措 ...
华为折叠屏国内份额超70%,坐等苹果入局
Guan Cha Zhe Wang· 2026-01-22 09:16
Core Insights - The Chinese foldable smartphone market is projected to see a shipment of approximately 10.01 million units in 2025, reflecting a year-on-year growth of 9.2%, contrasting with a slight decline of 0.6% in the overall smartphone market [1] - Huawei leads the market with a significant share of 71.8%, while other brands like Honor, Vivo, and OPPO have much smaller shares, indicating Huawei's dominant position [1][3] - Despite the emergence of competitive products from other manufacturers, Huawei's comprehensive product lineup and brand strength have solidified its market leadership [4][6] Market Dynamics - The foldable smartphone segment has reached a bottleneck since 2019, with manufacturers struggling to drive sales through hardware improvements alone, leading to a decline in the overall market in Q4 of the previous year [3][4] - Brand strength is increasingly influencing consumer preferences in the high-end market, with Huawei's focus on balanced capabilities and innovative designs contributing to its market share growth of over 20 percentage points in 2025 [4] - The foldable smartphone market still represents only 3.5% of total smartphone shipments in China, prompting some manufacturers to reconsider their strategies in this niche segment [4][6] Technological Innovations - Manufacturers are exploring soft-hard collaboration as a breakthrough direction, with Huawei's MateX7 focusing on AI integration rather than just hardware enhancements [6] - Other brands like OPPO and Vivo are also attempting to bridge compatibility with Apple ecosystems, indicating a trend towards cross-platform functionality [6] Future Outlook - The anticipated entry of Apple's foldable smartphone, expected to be released in the fall of 2026, is generating significant market interest, particularly regarding its potential to enhance hardware and software integration [7][8] - The overall smartphone market in China may face challenges in 2026 due to rising storage costs, which could lead to a noticeable decline in shipments [8]
印度不咋买了,“俄油超低价运往中国”
Guan Cha Zhe Wang· 2026-01-22 09:12
Core Insights - The demand for Russian Urals crude oil from Indian processors has decreased, leading to a significant drop in prices, which are now at a historical low compared to Brent crude [1] - Russian crude oil exports have recently fallen to their lowest levels since August of the previous year, primarily due to increasing difficulties in delivering oil to India [1] - India's crude oil imports have reached a three-year low, indicating a notable decline in its willingness to purchase Russian oil amid U.S. sanctions [1] Group 1 - The price of Urals crude oil is currently about $10 per barrel lower than Brent crude futures, a stark contrast to a premium of $1 per barrel over Brent in August of the previous year [1] - The floating storage of Urals crude oil has surged to over 13 million barrels, the highest level in at least a decade, with significant quantities stored in the Arabian Sea and the Singapore Strait [2] - China's imports of Urals crude oil have risen to approximately 400,000 barrels per day, marking a historical high, as Russian sellers have significantly lowered prices to attract buyers [5] Group 2 - India's ranking among Russian fossil fuel buyers has dropped to third place, with Turkey surpassing it as the second-largest buyer [6] - Despite the decline in imports, four of India's seven major refineries still rely on Russian crude, indicating that there remains some demand in the market [6] - New companies have emerged in Russia to facilitate crude oil exports, potentially acting as intermediaries between Russian oil giants and refineries in countries like India [7]
华为折叠屏国内份额超70%,苹果今年能带来惊喜吗?
Guan Cha Zhe Wang· 2026-01-22 09:12
Core Insights - The Chinese foldable smartphone market is projected to see a shipment of approximately 10.01 million units in 2025, marking a year-on-year growth of 9.2%, contrasting with a slight decline of 0.6% in the overall smartphone market [1] - Huawei leads the market with a significant share of 71.8%, while other brands like Honor, Vivo, and OPPO have much smaller shares, with Xiaomi dropping out of the top five [1][3] - The foldable smartphone segment is experiencing a bottleneck phase, with hardware improvements no longer sufficient to drive significant sales growth, leading to a decline in market performance [3][4] Market Dynamics - Huawei's dominance is attributed to its comprehensive product lineup, including various foldable designs and a focus on balanced capabilities rather than just lightweight models [4] - Other manufacturers have introduced innovative products, such as OPPO's Find N5 and Vivo's lightweight foldable, but these have not significantly challenged Huawei's market position [3][4] - The foldable smartphone market only accounts for 3.5% of total smartphone shipments in China, leading some companies like Xiaomi to reconsider their strategies in this niche [4][6] Technological Innovations - Manufacturers are focusing on soft-hard collaboration to enhance user experience, with Huawei's MateX7 introducing AI capabilities to improve functionality [6] - Competitors like OPPO and Vivo are also exploring compatibility with Apple ecosystems to attract users [6] - The anticipated entry of Apple's foldable phone, expected in 2026, is generating significant market interest, with expectations for superior hardware and software integration [7][9] Future Outlook - The smartphone market is expected to face cost pressures due to rising storage prices, potentially leading to a noticeable decline in shipments in 2026 [9] - The success of Apple's foldable device and its impact on the market remains a key point of interest for industry stakeholders [9]
阿根廷迎来首批中国电动汽车,“前所未有的景象”
Guan Cha Zhe Wang· 2026-01-22 06:10
Group 1 - BYD's automobile transport ship "Changzhou" arrived in Argentina with over 5,800 electric and hybrid vehicles, marking a significant milestone for the company in the Argentine market [1][4] - The arrival of Chinese electric vehicles is unprecedented in Argentina, a country historically protective of its local industries through high tariffs and import restrictions [1][3] - The recent signing of a free trade agreement between the Southern Common Market (Mercosur) and the European Union could stimulate demand for electric vehicles in South America, although experts believe European manufacturers cannot compete with Chinese companies [1][3] Group 2 - Argentina's imports surged by 30% last year, driven by a significant reduction in trade barriers under President Milei's administration, contrasting with previous protectionist policies [3][4] - China's exports to Argentina increased by over 57% year-on-year, with new regulations allowing 50,000 electric and hybrid vehicles to enter the market duty-free, benefiting Chinese manufacturers [4][5] - The Argentine government has expressed optimism about the future of its automotive industry, indicating a shift away from the legacy of local production towards embracing global trade [4][5]
重构与坚守,丰田在中国正增长的答案
Guan Cha Zhe Wang· 2026-01-22 05:14
Core Insights - Toyota achieved significant growth in the Chinese market in 2025, with sales reaching 1.78 million units, marking a year-on-year increase [1][4] - Lexus also reported strong performance, with sales exceeding 180,000 units, making it the only luxury imported brand to achieve positive growth in a challenging market [1][4] Group 1: Toyota's Strategy and Performance - Toyota's success is attributed to its "Global Strategy, More China" localization approach, which emphasizes product development tailored to Chinese consumer needs [4][6] - The company has established a more independent R&D system in China, transferring decision-making authority from Japan to local engineers [10][12] - The "ONE R&D" system facilitates collaboration among various stakeholders, enhancing the efficiency of smart electric technology development [8][10] Group 2: Lexus's Brand Philosophy and Growth - Lexus has maintained a consistent brand philosophy of "luxury with warmth," focusing on understanding and respecting user needs over short-term gains [20][24] - The brand's commitment to long-term value is reflected in its high resale value, with a 60.7% overall retention rate, leading among luxury brands [25][28] - Lexus's product offerings, such as the new NX and ES models, are designed to meet the evolving preferences of younger consumers, integrating advanced technology and user-friendly features [22][24] Group 3: Industry Trends and Insights - The automotive industry is experiencing a shift towards deep localization, driven by geopolitical factors and changing consumer demands, moving away from a one-size-fits-all model [5][6] - Toyota's approach exemplifies a mature globalization perspective, emphasizing the importance of local roots and mutual growth in key markets [28][29] - The success of both Toyota and Lexus in 2025 highlights the effectiveness of combining institutional restructuring with a steadfast commitment to brand values [28][30]
心智观察所:独家对话|斯蒂文·洛雷:关于中国学术界,我有几点观察和建议
Guan Cha Zhe Wang· 2026-01-22 05:14
Core Insights - The article discusses the intersection of science and ethics in understanding consciousness, highlighting the work of Professor Steven Laureys, a leading figure in the field of consciousness research [1][2]. Group 1: Professor Steven Laureys' Background and Contributions - Professor Laureys has dedicated over two decades to exploring human consciousness, driven by a desire to understand the complexities of the brain, which he considers the most intricate object in the universe [1][5]. - He founded a prominent coma science research team in Belgium and has collaborated with Chinese teams to redefine consciousness, moving away from binary views to a more nuanced understanding of consciousness as a multi-dimensional spectrum [6][7]. Group 2: Advances in Consciousness Research - Significant breakthroughs in the last 20 years include the development of neuroimaging techniques that challenge previous assumptions about patients in comatose states, revealing that many retain thoughts and feelings [5][8]. - The terminology has evolved, with "vegetative state" now referred to as "unresponsive wakefulness syndrome," reflecting a better understanding of brain plasticity and recovery mechanisms [7][9]. Group 3: Clinical Applications and Future Directions - Research has shown that advanced techniques, such as brain-computer interfaces, can facilitate communication with patients previously deemed unresponsive, fundamentally changing perceptions of coma patients [8][10]. - The integration of artificial intelligence in research is enhancing the ability to analyze complex data from brain scans, which is crucial for improving patient care and outcomes [13]. Group 4: Ethical Considerations in Medical Decision-Making - The article emphasizes the importance of ethical dimensions in medical decision-making, particularly when diagnosing and prognosing patients with consciousness disorders [14]. - It advocates for the establishment of advance directives to guide medical teams in respecting patients' values and wishes when they are unable to communicate [14].