Guan Cha Zhe Wang
Search documents
十几个欧洲领导人苦等,最后一刻鲁比奥不来了…
Guan Cha Zhe Wang· 2026-02-14 05:03
Core Viewpoint - The article discusses the growing tensions between the United States and Europe, particularly in the context of the Munich Security Conference, where U.S. Secretary of State Rubio canceled his attendance at a key meeting on Ukraine, leading to concerns about U.S. commitment to European allies [1][4][6]. Group 1: U.S. and Europe Relations - The cancellation of Rubio's attendance at the Ukraine meeting is perceived by European leaders as a sign of diminishing U.S. interest in involving Europe in resolving the Ukraine conflict [4][6]. - European officials expressed frustration over the last-minute cancellation, with one describing it as "crazy" and another stating that the meeting lacked substance without U.S. participation [4][6]. - The article highlights a significant decline in trust among European nations towards the U.S., marking a pivotal moment in transatlantic relations [6][5]. Group 2: Munich Security Conference - The 62nd Munich Security Conference took place from February 13 to 15, with Rubio's attendance being a major international event following previous tensions between the U.S. and Europe [5]. - European leaders are anxiously awaiting Rubio's speech for signals regarding the Trump administration's stance on traditional alliances [5][6]. - The conference is seen as a critical juncture for U.S.-European relations, with ongoing issues such as the Ukraine crisis and trade tensions affecting the alliance [5][6]. Group 3: Discussions and Meetings - Despite missing the Ukraine meeting, Rubio held discussions with German Chancellor Merz, focusing on supply chain security, efforts to end the Ukraine war, and strengthening U.S.-European partnerships [6][8]. - The talks included discussions on NATO and Europe's role, with Rubio praising Germany's efforts to reinforce NATO [8]. - Rubio is scheduled to meet with Ukrainian President Zelensky and Danish Prime Minister Frederiksen to discuss various issues, including the Greenland situation [8].
存储价格历史性暴涨,杨元庆:联想规模优势正成为护城河
Guan Cha Zhe Wang· 2026-02-14 03:38
Core Insights - Lenovo Group reported a revenue of 157.5 billion RMB for Q3, a year-on-year increase of over 18%, with adjusted net profit reaching 4.07 billion RMB, up 36%, indicating profit growth is double that of revenue growth [1] - The company faces rising component costs, particularly in storage and CPU prices, which have surged significantly, impacting overall supply chain dynamics [1][8] - AI continues to be a market focus, with major tech companies investing heavily, leading to sustained demand for computing infrastructure, which is expected to benefit Lenovo [1][3] Financial Performance - All major business segments of Lenovo achieved double-digit growth: IDG (Intelligent Devices Group) grew by 14%, ISG (Infrastructure Solutions Group) by 31%, and SSG (Solutions and Services Group) by 18% [2] - AI-related revenue, including AI PCs, smartphones, servers, and solutions, grew over 70% year-on-year, now accounting for one-third of the group's total revenue [2] - ISG revenue reached 36.7 billion RMB, a 31% increase, with AI server business growing nearly 60%, supported by a backlog of orders worth 15.5 billion USD [5] AI Market Dynamics - AI is viewed as a long-term growth driver, with predictions of continued high demand for AI infrastructure as companies invest heavily in AI capabilities [3][6] - Lenovo's AI server revenue grew by 59% in Q3, with significant orders for new GPU-based servers [3][5] - The company aims to enhance user experience in AI applications, targeting an increase in daily active users from 40-50% to 70-80% [4] Supply Chain and Cost Management - Lenovo's diversified supply chain and strong relationships with suppliers provide a competitive edge in managing rising costs and ensuring supply stability [1][8] - The company has successfully navigated supply chain challenges, with a strategy of global resources and local delivery, allowing for flexible resource allocation [8] - Lenovo's partnerships with major suppliers, such as NVIDIA, have resulted in significant growth in business volume, with ambitious future targets [8] Strategic Outlook - The company is transitioning from a PC-centric valuation to a multi-product and multi-business valuation, indicating a potential 60-70% increase in stock valuation based on current market comparisons [6] - AI is seen as a foundational technology that will drive future demand for smart devices and infrastructure, with Lenovo positioning itself as a leader in this space [9]
去年一场北约演习中,乌克兰军队轻松“摧毁”英国旅
Guan Cha Zhe Wang· 2026-02-14 02:48
一名在演习中扮演敌军的参演人员透露,这支战斗群"只是四处走动,没有任何伪装,就停放帐篷和装 甲车,全部都被摧毁了"。 爱沙尼亚国防军无人系统项目负责人阿尔博·普罗巴尔(Arbo Probal)表示,这次演习的目标是测试士 兵在火力压力下的适应能力。他说:"目标确实是尽快制造摩擦、为各部队带来压力,并使其认知超负 荷运转。" 据悉,该演习场景模拟了俄乌冲突初期阶段的战场环境,坦克和部队仍可以自由推进,而非目前两军正 在交战的僵持战线。 【文/观察者网 熊超然】当地时间2月13日,英国《每日电讯报》援引最新消息称,在去年于爱沙尼亚 举行的一场北约联合军事演习中,一个英国旅被乌克兰军队"摧毁"。 据爱沙尼亚无人系统部队负责人称,这场名为"刺猬2025"的军事演习,共有来自12个北约国家的16000 多名士兵参加,演习模拟了一个"竞争激烈且拥挤"的战场,并使用了多种无人机。在其中一个演习场景 中,一个由数千名士兵组成的战斗群,其中包括一个英国旅和一个爱沙尼亚师,被乌克兰军队击败,这 对北约来说是一个"惨痛"的教训,并敲响了警钟。 《每日电讯报》称,这场演习凸显了无人机已成为俄乌冲突的决定性武器,分析人士估计,无人机造 ...
独家| 京东巴黎仓库失窃案告破,绝大多数物资追回
Guan Cha Zhe Wang· 2026-02-14 02:09
2月14日,观察者网从京东方面独家获悉,此前发生于去年12月22日的巴黎大区京东仓库盗窃案,经过 近两个月的侦办已取得阶段性重大成果,在法国巴黎警方的不懈侦查及中国驻法大使馆的大力支持下, 绝大多数被盗物资已被顺利追回,案件后续处置工作正有序推进。 去年12月22日,位于法国巴黎大区的京东海外仓发生盗窃事件,事发后京东第一时间联动当地警方启动 调查,同时快速调整运营安排,保障欧洲区域物流服务的正常运转。 此次案件侦破过程中,巴黎警方投入专项力量开展线索排查、赃物追缴等工作,中国驻法大使馆则积极 发挥协调作用,为案件推进提供有力支持,切实保障中国企业在法合法经营权益。 针对此次案件的阶段性进展,京东方面表示,对巴黎警方的辛勤付出和中国驻法大使馆的鼎力支持倍感 温暖、深表感谢。后续将全力配合巴黎警方,做好失窃货物的剩余追回、清点核对及交接工作,确保各 项处置流程规范有序。 据了解,京东目前已在全球23个国家和地区建设了超过130个各类型海外仓,构建起覆盖全球核心市场 的供应链网络。 近日,京东在欧洲自建的物流网络JoyExpress正式上线,依托该网络,其欧洲零售品牌Joybuy在法国、 英国、荷兰、德国等多个国 ...
京东巴黎仓库失窃案告破,绝大多数物资追回
Guan Cha Zhe Wang· 2026-02-14 02:05
2月14日,观察者网从京东方面独家获悉,此前发生于去年12月22日的巴黎大区京东仓库盗窃案,经过 近两个月的侦办已取得阶段性重大成果,在法国巴黎警方的不懈侦查及中国驻法大使馆的大力支持下, 绝大多数被盗物资已被顺利追回,案件后续处置工作正有序推进。 针对此次案件的阶段性进展,京东方面表示,对巴黎警方的辛勤付出和中国驻法大使馆的鼎力支持倍感 温暖、深表感谢。后续将全力配合巴黎警方,做好失窃货物的剩余追回、清点核对及交接工作,确保各 项处置流程规范有序。 去年12月22日,位于法国巴黎大区的京东海外仓发生盗窃事件,事发后京东第一时间联动当地警方启动 调查,同时快速调整运营安排,保障欧洲区域物流服务的正常运转。 此次案件侦破过程中,巴黎警方投入专项力量开展线索排查、赃物追缴等工作,中国驻法大使馆则积极 发挥协调作用,为案件推进提供有力支持,切实保障中国企业在法合法经营权益。 此次事件并未影响京东在欧洲的布局步伐,相反,京东正加速推进"全球织网计划"在欧洲的落地深耕。 据了解,京东目前已在全球23个国家和地区建设了超过130个各类型海外仓,构建起覆盖全球核心市场 的供应链网络。 近日,京东在欧洲自建的物流网络JoyE ...
对话专家:Seedance让AI视频真假难辨,普通人如何防范
Guan Cha Zhe Wang· 2026-02-14 00:40
这种技术虽然在影视、游戏等领域潜力巨大,但也带来了前所未有的安全风险——比如冒充亲人视频诈 骗、伪造企业高管指令转账,甚至干扰司法取证。 一位观察者网用户的新闻评论获得高赞:"我今天了解过Seedance 2.0的能力后,已经决定趁过年给家里 长辈科普一下,重点提醒以后涉及资产的都必须直接通话确认,还得考虑额外的安全措施。" 面对这样的"真假难辨"时代,普通人该如何防范?安防系统又该如何升级?观察者网心智观察所日前对 话了视觉数据安全技术与应用浙江省工程研究中心主任、杭州电子科技大学周迪教授,请这位业内专家 聊聊这场正在发生的"AI攻防战"。 Seedance 2.0 作为一款高保真 AI 视频生成技术,最近火出了圈,引发广泛关注。它不仅能"以假乱真"地 生成人脸、表情甚至微动作,还能通过一段语音或文字指令直接生成逼真视频,不再依赖原始素材。 问:您怎么看待像 Seedance 2.0 这种高保真 AI 视频生成技术?它跟以前的 Deepfake 比,到底突破了 什么? 周迪:我觉得 Seedance 2.0 这类技术的出现,标志着视觉生成从"能生成"迈进了"高度逼真且可控"的新 阶段。在我看来,这绝不只是分 ...
当AI陪着人类“装神弄鬼”,历史学是否会被宣判死刑?
Guan Cha Zhe Wang· 2026-02-13 23:47
Core Viewpoint - The rise of "folk historical enthusiasm" in China reflects societal progress, as people seek cultural engagement after basic needs are met, highlighting a contrast with the ongoing "crisis in the humanities" [3][4] Group 1: Historical Perspective - The "1644 historical view" represents a confusion in historical perspectives, stemming from a century of Chinese scholars abandoning traditional views in favor of Western academic frameworks [3][12] - The need to reconstruct a genuine historical perspective rooted in Chinese tradition is emphasized, as failure to do so will allow misconceptions like the "1644 historical view" to persist [16][19] Group 2: Role of Professionals - Professionals in the humanities should act as facilitators rather than authoritative figures, providing constructive input without imposing their views on the public [4][7] - The importance of engaging with the public's enthusiasm for history is highlighted, suggesting that professionals should contribute positively to this interest [4][18] Group 3: Impact of Technology - The internet has democratized access to historical materials, allowing the public to engage in historical research, but the advent of AI poses challenges by generating misleading information that can confuse even experts [7][8] - The ability of AI to produce convincing but false historical narratives raises concerns about the integrity of historical knowledge and the role of professionals in clarifying these issues [8][9] Group 4: Educational and Social Responsibilities - There is a call for professionals to bridge the gap between the "crisis in the humanities" and the public's historical enthusiasm, emphasizing the need for a service-oriented approach in academia [3][17] - The discussion highlights the necessity for scholars to adapt to the changing landscape of knowledge dissemination and to prioritize genuine engagement with societal needs [19][20]
石家庄前首富李兆廷被公安拘留,身家曾超200亿
Guan Cha Zhe Wang· 2026-02-13 23:15
登录新浪财经APP 搜索【信披】查看更多考评等级 2月13日晚间,嘉麟杰(002486.SZ)公告称,公司于当天收到东旭集团有限公司的通知,公司实际控制人李兆廷被石家庄市公安局执行拘留,相关案件正 在调查过程中。截至本公告披露日,公司未收到有关机关要求公司协助调查的通知,公司控制权未发生变化。李兆廷除为公司实际控制人外,未在公司担 任任何职务,公司董事和高级管理人员均正常履职,公司生产经营一切正常,上述事项不会对公司正常生产经营产生重大影响。 公开资料显示,李兆廷,1965年7月出生,1986年毕业于河北工业大学机械工程系,曾是知名光伏业界大佬、"东旭系"掌门人。2019年,李兆廷曾以235亿 元财富成为石家庄首富,巅峰时期手握东旭光电(已退市)、东旭蓝天(已退市)、嘉麟杰3家上市公司实控权。 李兆廷 中国网财经 2024~2025年间,因涉嫌信息披露违法违规、欺诈发行等问题,李兆廷及旗下公司遭到证监会立案调查,最终被处以总计约17亿元的罚单,创下近年单案 处罚新高,其关联上市公司东旭光电和东旭蓝天在此期间相继退市。 其中,河北证监局决定对李兆廷给予警告,并处以约5.9亿元罚款。此外,河北证监局决定,对李兆廷 ...
涉爱泼斯坦案,高盛首席法律官辞职:曾任白宫法律顾问,打算邀请奥巴马上岛
Guan Cha Zhe Wang· 2026-02-13 11:55
(原标题:涉爱泼斯坦案,高盛首席法律官辞职:曾任白宫法律顾问,打算邀请奥巴马上岛) 【文/羽扇观金工作室 陶立烽】 2015年爱泼斯坦62岁生日时,凯瑟琳·鲁姆勒(Kathryn Ruemmler)特意发邮件送上祝福:"希望你和你 的真爱一起度过美好的一天。:-)" 爱泼斯坦的回复则包含了相当露骨的内容:"他们说男人通常会给自己的阴茎取个名字,与完全陌生的 人做爱是不合适的"。 鲁姆勒是美国知名投行高盛集团的首席法律官(chief legal officer),当地时间周四(2月12日),鲁姆 勒正式宣布辞职。 2014年的凯瑟琳·鲁姆勒 美国全国广播公司(NBC) 此前美国司法部公布的逾万份电子邮件、短信及照片等核心文件,彻底戳穿了鲁姆勒及其高盛方面长期 声称的"与性侵犯罪犯杰弗里?爱泼斯坦(Jeffrey Epstein)仅为纯粹职业关系"的说法,二人多年来远超 工作范畴的密切往来随之公之于众,成为鲁姆勒辞职的直接导火索。 相关文件披露,在收到爱泼斯坦对她生日祝福的露骨回复后,鲁姆勒回应道:"很难相信,关于男性是 否是低等性别这个问题仍然存在争议。" 现年54岁的鲁姆勒曾是美国法律界的知名人物,拥有奥巴马 ...
携程、同程、飞猪等6家出行平台企业,被约谈
Guan Cha Zhe Wang· 2026-02-13 11:37
针对上述企业在与金融机构合作开展借贷业务中存在的问题,要求其规范营销行为,不得使用误导性宣 传用语;清晰披露贷款机构名称及信贷产品信息,并向借款人明确提示理性借贷;畅通客户投诉渠道, 及时回应并妥善处理消费纠纷,着力提升服务品质,切实保障消费者合法权益。 2月13日,据国家金融监督管理总局网站消息,近日,金融监管总局联合市场监管总局、中国人民银 行,对携程旅行、高德地图、同程旅行、飞猪旅行、航旅纵横、去哪儿旅行等六家出行平台企业进行约 谈。 ...