Core Viewpoint - The rental market is becoming increasingly competitive for graduates, with many opting for second-tier cities due to lower rental costs compared to first-tier cities like Beijing and Shanghai [1][10]. Rental Market Trends - In major cities, the average rental price as a percentage of monthly income is significantly lower in second-tier cities, with less than 20% in cities like Suzhou and Nanjing, compared to 28% in Beijing and 26% in Shanghai [10]. - Graduates are adopting a "20% rule," where they aim to keep their rent below 20% of their monthly salary, reflecting a more pragmatic approach to housing costs [4][9]. Graduate Preferences - Many graduates are considering moving to lower-rent cities like Suzhou or Nanjing to avoid high rental costs in first-tier cities [4][7]. - The demand for rental properties in first-tier cities is declining, while cities like Chongqing and Xi'an are seeing increased rental demand [9][10]. Rental Price Dynamics - Recent data shows that rental prices in first-tier cities have decreased, with Shenzhen experiencing a drop of over 10%, while cities like Xi'an and Chengdu have seen increases of 2.6% and 6.6% respectively [10][11]. - The demand for rental properties priced between 1001 and 2500 yuan per month has increased significantly, accounting for 35%-40% of the market demand [10]. Government Initiatives - Local governments are responding to the rental market challenges by increasing the supply of affordable housing options, such as the "Qinghe Station" initiative in Hangzhou, which provides temporary accommodation for job-seeking youth [12][13]. - The government's focus on affordable rental housing is aimed at stabilizing rental prices and ensuring a balanced rental market [20][21]. Economic Implications - Rental price trends serve as indicators of economic vitality and consumer purchasing power, with a close correlation to GDP growth [19][25]. - The shift in rental demand from first-tier to second-tier cities reflects broader economic conditions and the challenges faced by graduates in securing employment in high-cost urban areas [18][25].

"4 月乘用车产量达 223 万辆，同比增长 11.2% ，但同期零售量仅 175 万辆，环比下降 9.4% 。其中，纯电车企库存从 2024 年初的 66 万辆，飙升至 2025 年 4 月的 85 万辆。 " 文 / 巴九灵（微信公众号：吴晓波频道） 中国汽车产业正经历一场史无前例的信任危机。 近日， 长城汽车董事长魏建军在接受媒体专访时 语出惊人： " 汽车产业里的 ' 恒大 ' 已经存在，只不过是没爆而已。 " 此言一出， 媒体纷纷猜测到底谁是 "车圈恒大"？ 投资者们带着满脑子的问号，开始用脚投票。于是，在接下来的交易日里， A 股和港股汽车股集体暴跌，比亚迪 等头部车企的 跌幅超 8 % ， 长 城跌幅超 5% ， 蔚小理等新势力 连带 宁德时代等供应链 企业 同步下挫。截至 5 月 27 日，恒生汽车指数较 日前 高点下跌 8.3% ，沪深 300 汽 车指数同期下跌 6.7% 。 点击图片▲立即收听 众所周知，恒大的崩塌，是 高杠杆扩张 与财务造假模式下的风险性爆发。 而汽车行业，部分企业同样陷入 "高负债、 烧钱换规模 " 的困局 —— 依赖融资输血维持运营，负债率飙升至 80% 以上却难盈 ...

Core Viewpoint - The article discusses the importance of making informed decisions regarding education and career paths for students, particularly during the graduation season, emphasizing the need for strategic planning and understanding of current educational trends [3][4][6]. Group 1: Educational Trends - The traditional benefits of education are diminishing, with a shift from degree-based advantages to a focus on skills and technology [4]. - Parents are encouraged to enhance their understanding of education, consider their children's interests, and focus on STEM subjects and potential high-ranking urban universities [4]. Group 2: International Education - The article highlights the changing landscape of international education amidst globalization and reverse globalization, addressing the need for families to navigate information asymmetries regarding study abroad options [6]. - It emphasizes the importance of planning for international education from an early age, selecting appropriate agencies, and matching study abroad plans to different budgets [6]. Group 3: Personal Development - The significance of self-marketing and building core competencies during university years is underscored, as these skills are essential for modern students [8]. - The article suggests that students should focus on academic, career, and personal development planning, including internships and certifications, to establish a suitable growth path [8].

吴晓波频道将于6月10号上线《AI时代的认知重塑与技能升级》主题实战领教营，用 16天时间，带你穿透AI迷雾，从技术、认知、商业三大维度出发，让你真正参透人与 AI的共生密码。不再被无效信息困扰，不再为未知焦虑，以专业视角、前瞻思维，迎 接AI时代的到来。 大家可选择以下两种方式加入本期领教营： 1. 单独购买本期领教营，价值1280元。【 点击了解，购买单期 】 2. 超级会员买一年得两年活动倒计时两天，加入超级会员，畅学未来两年20期领教 营，附赠出海课程配套实体书 。 【点击了解，立即加入】 文 / 巴九灵（微信公众号：吴晓波频道） 身处2025年，你肯定已经感觉到，AI早已悄悄渗透进我们的生活： 早上用智能音箱查天气时，它不再是机械报温度，而是提醒今天有雨，通勤建议提前10分钟；写工作报 告时，AI工具自动生成数据图表，还能根据历史业绩预测趋势；甚至刷短视频时，你看到的内容都是 AI根据你的浏览习惯私人定制的。 点击上图▲锁定福利 人工智能正在以前所未有的速度重塑世界。从ChatGPT引发的全民狂欢，到 DeepSeek推理模型的惊艳亮相，从硅谷科技巨头的万亿布局，到中国创业者的创新 突围，AI领域每 ...

点击上图 ▲立即加入 4月规上工业企业利润同比增加3% 5月27日，国家统计局公布数据显示，1—4月份，规模以上工业企业利润增长1.4%，较1—3月份加快0.6%。从行业看，在41个工业大类行业 中，有23个行业利润同比增长，增长面近六成。4月份，全国规模以上工业企业利润同比增长3%，较3月份加快0.4%。 1—4 月 份 ， 主 要 行 业 利 润 情 况 如 下 ， 计 算 机 、 通 信 和 其 他 电 子 设 备 制 造 业 增 长 11.6% ， 专 用 设 备 制 造 业 增 长 13.2% ， 通 用 设 备 制 造 业 增 长 11.7%，农副食品加工业利润同比增长45.6%，有色金属冶炼和压延加工业增长24.5%。汽车制造业下降5.1%，石油和天然气开采业下降6.9%， 煤炭开采和洗选业下降48.9%。（国家统计局官网） ｜点评｜ 4月内需小幅回升，外需具有一定韧性，规上工业企业盈利状况略有修复。4月国际油价下行，在外贸不确定性下，国内企业偏向于去 库存而非补库，原材料需求减弱价格走低。上游企业利润表现承压，但中下游企业成本端回落，利润率提升。设备以旧换新政策持续推进，中 游装备制造业出货量 ...

点击图片▲立即了解 文 / 巴九灵（微信公众号：吴晓波频道） "如果按照对传统工厂的印象去评判，它真的非常不像一家工厂。" 5月14日—5月15日，吴老师和近百位企业家学员再一次开启了标杆工厂走访之旅。而这一次，他们走进的是西门子成都数字化工厂（下称"成都工 厂"）。参观不到二十分钟，一位企业家学员如是评价道。 成都工厂总面积3.53万平方米，其中生产区域有14000多平方米。生产楼与办公楼紧密相连，从办公楼五层的会议区边侧的楼梯出发，绕过几层台 阶就能到达生产楼。 参访西门子成都工厂 在生产楼的建筑规划上，成都工厂建造之时就借鉴了德国西门子安贝格工厂生产区上楼的设计理念，建设了功能复合的四层厂房。 一层为传送带及生产辅助设施设备区域；二层为车间；三层、四层为生产用办公区。 除此之外，生产区域周边还设置有各种功能各异的房间，比如会议室、茶水间、咖啡室、休息室以及食堂。 在过去几年的工厂走访之旅中，西门子成都工厂始终是吴老师心心念念的参访之地。心心念念的理由有三点： ◎ 在探访之前，吴老师对一项数据非常感兴趣：成立12年，西门子成都工厂通过数字化改造升级，使得生产效率提升了2.3倍，制造成本累计降低 了近50% ...

点击上图▲立即报名 2025年6月19日—6月20日，相约"生而全球·共融共建"第二届出海全球峰会， 1500+企业出海掌舵人再聚狮城，与吴晓波、王辉耀、秦朔、津上俊哉、杨宇东、张 华荣等嘉宾，共 同探索中企出海从"产能迁徙"到"文明共生"的新路径。 【点击马上 报名】 文 / 巴九灵（微信公众号： 吴晓波频道） 当全球产业链深度重构，中国企业出海已从"可选项"变为"必答题"。 2025年6月19日—6月20日，吴晓波频道与华商出海产业服务联盟将携手1500+企业家再聚新加坡，举办"生而全球·共融共建 "第二届出海全球峰 会。 选择新加坡，不仅因其全球第八的营商环境（世界银行2024）和东盟总部经济60%的集中度，更在于这座" 文明共生实验室"独有的多元文化融合 基因。 正如第一届出海峰会嘉宾、新加坡国立大学马凯硕教授所言：" 这里是中国企业测试全球化价值观的最佳沙盘" 。 本届峰会仍然选址新加坡国立大学这一亚洲顶尖学府，汇聚吴晓波、王辉耀、秦朔、津上俊哉、杨宇东、张华荣等专家学者、标杆出海企业代表以 及来自东盟、中亚、中东等地区的50+政商嘉宾，共同探讨全球化3.0时代的共融共建之道。 峰会将围绕"逆全球化 ...

点击图片▲立即报名 上周五（ 5月23日），特朗普忽然发难，威胁称："我建议从2025年6月1日起，对欧盟直接征收50%的关税。如果产品是在美国制造或生产，则不 征收关税。" 上周日（ 5月25日），与欧盟主席一通"愉快的电话后"，总统修改了时间， 把欧盟面临 50%关税的最后期限延长至7月9日。 " 做美国的敌人是危险的，但做美国的盟友是致命的。 " 文 / 巴九灵（微信公众号：吴晓波频道） 用一句话来形容自上周末到昨天早上的 "美欧周末关税战"，这句或许很合适： 谈钱伤感情，谈感情伤钱。 —— 基辛格 中美的关税斗争刚缓和不久，美欧忽然撕咬起来，着实出人意料。事发后，有媒体将之称作 "关税战 2.0"或"关税战再次升级"。 打个不恰当的比方，当前大国之间尤其是中美和美欧，彼此正处于因关税引发的 "离婚冷静期"之中，任何风吹草动都将改写当前格局。 特别说明下， 7月9日，正是特朗普所谓的"对等关税"90天暂停期的最终结束日期。 既然她主动打来了电话，那便忘了周末的狠话吧。 但更多人对此已有些脱敏。 "特朗普式的恫吓"在短短一个多月内被"腌"入人心，彼得森国际经济研究所高级研究员玛丽·洛夫利当时就说，对欧洲征 ...

Group 1: Platform Charging Behavior Regulation - The State Administration for Market Regulation issued a guideline to standardize platform charging behaviors, emphasizing principles such as reducing burdens on operators and enhancing compliance [1][2] - The guideline identifies eight unreasonable charging practices, including double charging and charging without providing services [1] - The guideline aims to address issues of opaque charging methods and excessive fees reported by merchants on platforms [1] Group 2: Real Estate Market Trends - In 20 major cities, the proportion of residential transactions for properties over 120 square meters has increased, indicating a release of improvement-driven demand [3] - In Beijing, the transaction share of properties priced over 10 million yuan rose to 24.9%, an increase of 8.7 percentage points compared to the previous year [3] - The real estate market is still adjusting, with policies aimed at stabilizing the market attracting first-time buyers, although the impact may diminish over time [4] Group 3: Robotics and AI Developments - The world's first humanoid robot fighting competition took place, showcasing advancements in robotic capabilities, although the robots were still controlled by humans [5][6] - The commercial viability of robots remains limited due to high costs and a lack of autonomy compared to traditional industrial robots [6] Group 4: Wanda Group's Asset Sale - Wanda Group is selling 48 Wanda Plaza locations for 50 billion yuan, with the deal led by PAG and supported by various investors [7][8] - The sale reflects Wanda's ongoing struggle with debt, as the company has been divesting assets since 2017 to maintain cash flow [8] Group 5: Nvidia's New AI Chip for China - Nvidia plans to launch a new AI chip for China, priced significantly lower than its restricted H20 model, with production expected to start in June [9][10] - Despite losing market share in China, Nvidia still sees the country as a significant market, accounting for 13% of its sales in the last fiscal year [9] Group 6: Proposed US-Japan Sovereign Wealth Fund - Masayoshi Son proposed a joint US-Japan sovereign wealth fund aimed at large-scale investments in technology and infrastructure [11][12] - The fund could potentially raise up to 300 billion dollars, but faces legal and operational challenges [11][12] Group 7: Long-term Government Bonds Issuance - The Ministry of Finance issued a 50-year special government bond with a yield of 2.1%, higher than market expectations [13][14] - The increase in bond issuance reflects a tightening of the medium to long-term funding environment, leading to a decrease in demand for government bonds [14] Group 8: Stock Market Performance - The stock market experienced fluctuations, with the Shanghai Composite Index closing down 0.05% and a total trading volume of 1.01 trillion yuan [15][16] - Market sentiment is mixed, with various sectors showing volatility and a potential shift towards a more rational trading environment [16]

Core Viewpoint - The article highlights the emerging potential of Chongqing as a significant player in China's foreign trade landscape, particularly in the context of the ongoing trade dynamics and the city's strategic advantages in logistics, talent, and manufacturing capabilities [1][50]. Group 1: Trade Performance and Growth - In 2024, Chongqing's export value is projected to reach approximately 507.3 billion yuan, ranking first among western cities with a year-on-year growth of 6.2% [1][51]. - The export categories from Chongqing are primarily high-value products such as electromechanical products, automobiles, and motorcycles, which provide greater resilience against tariff fluctuations compared to lower-value goods [8][12]. - The export value of electromechanical products is expected to be around 454.97 billion yuan, accounting for 89.7% of Chongqing's total exports, while automobile exports are projected at 43.13 billion yuan, growing by 30% [12][13]. Group 2: Logistics and Infrastructure - Chongqing benefits from a robust logistics network, including the China-Europe Railway Express and the Western Land-Sea New Corridor, which significantly enhances its export capabilities [18][36]. - In 2024, the value of goods transported via the Western Land-Sea New Corridor is expected to reach 46.7 billion yuan, marking a 67% increase [36]. - The China-Europe Railway Express has expanded its network to connect 125 cities in China and over 200 cities in 25 European countries, facilitating smoother trade routes for Chongqing [34][38]. Group 3: Market Dynamics and Challenges - The article discusses the challenges faced by Chongqing's foreign trade, particularly the need for flexibility in the supply chain to adapt to the growing role of cross-border e-commerce, which saw a transaction value of 68 billion yuan in 2024, up 67% from previous years [22][23]. - The current trade dynamics indicate that high-value products are less affected by tariff changes, allowing companies in Chongqing to maintain stable operations despite fluctuations in the global market [10][11]. - The article emphasizes the importance of integrating small and medium-sized enterprises to enhance production willingness and adapt to the evolving market landscape [23][24]. Group 4: Economic Context and Future Outlook - The article positions Chongqing's foreign trade growth as part of a broader shift in China's economic landscape, moving from an export economy dominated by coastal cities to a more balanced approach that includes western regions [51]. - In 2024, China's total goods trade export value is expected to reach 25.45 trillion yuan, with Chongqing's exports contributing significantly to this growth [47]. - The potential for Chongqing to emerge as a "foreign trade city" is underscored by its strategic advantages in logistics, talent, and manufacturing, which are crucial for its future development in the global trade arena [50][52].