英伟达将与日本理研将共同开发AI用图形处理器（GPU）。这是海外企业首次参与日本核心超级计算 机的开发。将凝聚日美的最先进技术，力争实现性能达到全球最高水平的超级计算机…… 在22日的记者会上，理化学研究所计算科学研究中心主任松冈聪表示："将与富士通、英伟达共同设计 AI时代的全球最高水平CPU和GPU，希望通过开发富岳NEXT，在全球确立日本作为AI先进国家的稳固 地位"。 英伟达副总裁伊恩・巴克（右）在"富岳NEXT"开发体制启动纪念仪式上发言（8月22日上午，东京都中央区） 富岳的CPU内部具备提升AI性能的功能，但并未配备GPU。GPU适合进行AI计算，以美国为中心，计 算能力强大的最先进超级计算机都利用GPU提升了AI性能。富岳NEXT也将通过配备英伟达的GPU来提 高计算能力。 英伟达副总裁伊恩·巴克（Ian Buck）表示："我们将通过使用英伟达的技术来解决社会问题，让科学家 能够扩大可能性的界限。希望为实现新的科学突破贡献一份力量"。 在面向AI的计算能力方面，目标是实现设计上的性能（峰值性能）达到每秒可进行10垓（1垓为10的20 次方）次运算的"Zetta级"。在高级模拟计算方面，也会将能 ...

Core Viewpoint - The article discusses the significant shift in China's banking deposits, with a notable decrease in bank deposits and an increase in non-bank deposits, indicating a potential influx of funds into the stock market, reminiscent of past market bubbles in 2007 and 2015 [2][4]. Group 1: Banking Deposit Changes - In July, Chinese residents' bank deposits decreased by approximately 1 trillion yuan, while non-bank deposits increased by 2 trillion yuan, signaling a "fund migration" towards stock investments [4]. - The People's Bank of China reported that new bank loans fell for the first time in 20 years, raising concerns about the implications for the stock market [2][4]. Group 2: Stock Market Performance - The total market capitalization of China's A-shares has surpassed 100 trillion yuan, with the Shanghai Composite Index reaching its highest point in a decade [2]. - The number of new A-share accounts opened in July approached 2 million, a 70% increase compared to the same period last year, indicating growing investor interest [4]. Group 3: Historical Context of Market Bubbles - The article compares the current market conditions to previous bubbles in 2007 and 2015, highlighting the factors that led to those bubbles and subsequent crashes [6][8]. - In 2007, the Shanghai Composite Index peaked at 6092.057 points, driven by rapid economic growth and state-owned enterprise reforms, but collapsed following the listing of China National Petroleum Corporation [7][8]. - The 2015 bubble saw the index rise to 5166.350 points, fueled by government stimulus measures and increased leverage, but ultimately crashed due to regulatory interventions [9][10]. Group 4: Current Market Dynamics - The current financing balance in Shanghai exceeds 1 trillion yuan, approaching levels seen during the 2015 bubble, raising concerns about potential overvaluation [11]. - Unlike previous bubbles, there is a diversification in investment vehicles, with increased interest in ETFs linked to various assets beyond traditional stocks [11].

Core Viewpoint - Japan aims to strengthen economic cooperation with Africa by establishing a preparatory committee for Free Trade Agreements (FTAs) with African countries, focusing on enhancing the business environment for Japanese enterprises in Africa [2][4]. Group 1: Economic Cooperation Initiatives - The Japanese government plans to form a preparatory committee for economic cooperation with Africa, which will include private enterprises and experts to assess the effectiveness and challenges of such cooperation [4]. - Japan has not yet signed any FTAs or Economic Partnership Agreements (EPAs) with African countries, but aims to start with key nations like Kenya and eventually expand to the entire continent [4]. Group 2: Strategic Goals - Prime Minister Kishida expressed Japan's desire to be a solid bridge connecting Africa with regions outside of Africa, emphasizing the importance of digital industries and the nurturing of startups as foundational elements for accelerating economic growth [4]. - The initiative also includes the "Indian Ocean-Africa Economic Circle Initiative," which aims to build a logistics network with India and Middle Eastern countries [5].

Core Viewpoint - The article emphasizes the importance of sleep in relation to appetite control and successful weight loss, alongside dietary and exercise considerations [3]. Dietary Aspects - Drinking a glass of water before meals can suppress appetite and enhance metabolism through thermogenesis, while also alleviating mental stress [7]. - Changing cognitive perceptions can help prevent overeating [6]. Sleep Considerations - The article suggests that sleep is a fundamental factor influencing appetite and weight management, highlighting the need for effective sleep strategies [5].

日本机床的海外订单实现增长 中国的订单在占亚洲地区近7成，中国汽车相关领域订单表现坚挺，增长8%…… 8月21日，日本工作机械工业会（日工会）公布的数据显示，7月机床订单总额（确报值）同比增长 4%，达到1283亿日元。时隔1个月转为正增长。除了坚挺的亚洲需求之外，欧洲时隔18个月实现增长。 日工会表示："美国关税政策的影响似乎有所缓和，但也存在增税带来的下行风险"。 占订单总额7成的海外订单增长5%，达929亿日元。按地区来看，亚洲增长9%，达475亿日元，时隔1个 月再次增长。中国的订单在占亚洲地区近7成，中国汽车相关领域订单表现坚挺，增长8%。 欧洲增长12%，至164亿日元。汽车相关订单低迷，但防卫装备、电气和精密相关的增长推动了整体增 长。北美减少1%，降至267亿日元，时隔3个月出现负增长。美国表现坚挺，但墨西哥大幅下滑。 日本国内订单减少1%，降至354亿日元。按行业来看，航空、造船和运输用机械大幅增长，汽车也在复 苏，但另一方面，一般机械、电气和精密相关订单减少。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com ...

Core Viewpoint - The article highlights the establishment of a large-scale international drug trafficking network involving synthetic opioids, particularly fentanyl, with a significant operational base in Japan, facilitated by a Chinese organization [1][4][6]. Group 1: Organization and Operations - The Chinese organization has set up a base in Japan to manage drug trafficking and money laundering activities, utilizing Japan as a "safe zone" for operations [3][9]. - The organization is linked to various international drug trafficking groups, including those in Mexico, the United States, Russia, Australia, and India [1][8]. - The organization operates under the guise of legitimate businesses, such as Hubei Amarvel Biotech, which has connections to the Sinaloa Cartel [7][9]. Group 2: Financial Transactions and Dark Web Activity - Approximately 40% of transactions are conducted through the dark web, indicating a reliance on anonymous online platforms for drug sales [8]. - The organization utilizes multiple virtual currency accounts to facilitate payments, with significant transactions often exceeding $10,000 [8][14]. - The financial analysis indicates that the Chinese organization has become a key supplier of drug precursors on an international scale [8]. Group 3: International Investigations and Implications - The U.S. Drug Enforcement Administration (DEA) has initiated formal investigations into the fentanyl issue in Japan, suggesting the potential for a large-scale international drug case [6]. - Investigations reveal that the organization has connections with other Chinese smuggling groups, indicating a broader network of illicit activities [15][19]. - The complexity of international drug trafficking cases often requires extensive cooperation between countries, and the fentanyl issue may take years to fully unravel [19].

Core Insights - Japan's export competitiveness in manufacturing is declining, particularly in the automotive and home appliance sectors, as emerging countries enhance their technological capabilities [2][4][5] - The "Revealed Comparative Advantage Index" indicates that Japan's automotive sector has a score of 2.7 and automotive parts at 1.7 for 2024, both exceeding 1, indicating strong export competitiveness [5] - The index for home appliances, including refrigerators and washing machines, is notably low at 0.2, remaining below 1 since 1994, highlighting a significant loss of competitiveness [5] Summary by Category - **Automotive Sector** - The automotive index for 2024 is 2.7, indicating strong competitiveness, but it has declined compared to 10 years ago [5] - The automotive parts index stands at 1.7, also reflecting a competitive edge [5] - **Home Appliances** - The index for home appliances is 0.2, indicating a persistent lack of competitiveness, with a continuous decline since 1994 [5] - The report highlights that China and ASEAN countries are gaining advantages in the electrical appliance sector [5] - **Other Sectors** - The index for imaging recording devices is 1.8 for 2024, maintaining a comparative advantage but has decreased by 1.1 percentage points over the last decade [5] - The highest comparative advantage is seen in semiconductor manufacturing equipment, with an index of 7.7, which has increased by 0.4 percentage points since 2014 [5]

日经GO 7月访日游客人数创新高，中国大陆客最多 原创 阅读全文 ...

Core Viewpoint - Xiaomi's electric vehicle (EV) business is expected to achieve profitability by 2025, leveraging its competitive pricing and strong sales momentum, despite facing challenges related to rapid expansion and production capacity [2][4][6]. Group 1: Financial Performance - In the fiscal quarter from April to June 2025, Xiaomi reported a 30% year-on-year increase in overall revenue, reaching 115.9 billion yuan, with net profit soaring to 11.8 billion yuan, a 2.3-fold increase compared to the same period last year [4]. - Xiaomi's EV-related business incurred a loss of 300 million yuan, despite the company investing approximately 30 billion yuan in the EV sector over the past three years [4][5]. - The gross margin for Xiaomi's automotive business reached 26.4%, surpassing BYD's automotive gross margin of 22% for the 2024 fiscal year [5]. Group 2: Product Launch and Sales - The EV sedan "SU7," launched in March 2024, has seen strong sales, while the SUV "YU7," released in June, received over 240,000 pre-orders within 18 hours [6]. - Xiaomi is currently able to deliver 30,000 vehicles per month, but faces long delivery times of 34-58 weeks for new models, which could lead to customer attrition if not addressed [6]. Group 3: Market Challenges - Despite strong performance in the EV sector, Xiaomi faces issues related to production capacity and sales disputes, which could harm its brand image if unresolved [6]. - The company is also experiencing a 2% decline in overall smartphone revenue, prompting a downward revision of its 2025 shipment target by 5 million units to 175 million [9]. - The economic uncertainty and low demand in the Chinese real estate market are contributing to a challenging operating environment, necessitating the establishment of a business model that does not rely on subsidies [9].

Core Viewpoint - The price of platinum is rising significantly, driven by increased demand in China and a shift in investor interest towards undervalued assets like platinum, which has outperformed gold and the S&P 500 index [2][6]. Group 1: Price Trends - Platinum prices have surged to around $1360 per ounce, representing a 50% increase compared to the end of 2024, significantly outpacing gold's 30% rise and the S&P 500's 10% increase [6]. - In Japan, the price of platinum is approximately 6846 yen per gram (around 333.3 RMB), with a notable increase in sales, reportedly rising sevenfold since January [4][6]. - The global platinum supply for 2024 is projected at 180 tons, with China's imports from April to June accounting for about 20% of this total [9]. Group 2: Demand Drivers - The demand for platinum is being bolstered by younger consumers in China, who are increasingly favoring platinum jewelry over gold [9]. - In Japan, the sales of platinum bars have surged, with reports indicating a sevenfold increase in sales compared to earlier in the year [4]. - The industrial demand for platinum remains significant, with approximately 70% of its usage in automotive catalytic converters [9]. Group 3: Market Dynamics - The recent price increase is attributed to a combination of factors, including a shift in investor focus towards platinum as a low-valued asset amid a backdrop of high gold prices [6][10]. - South Africa, the largest platinum producer, experienced a production decrease due to early-year flooding, which may impact supply through September [10]. - Financial institutions have raised their price forecasts for platinum, with predictions suggesting it could reach $1600 per ounce by the second half of 2025 [10].