Workflow
日经中文网
icon
Search documents
高市早苗走向“日本撒切尔”的脚步
日经中文网· 2025-10-04 08:51
Core Viewpoint - The article discusses the rise of Sanae Takaichi as the first female leader of Japan's ruling Liberal Democratic Party (LDP) and her potential to become Japan's first female Prime Minister, breaking the "glass ceiling" in Japanese politics [1][2]. Group 1: Background and Political Journey - Sanae Takaichi was born in Osaka and grew up in Nara, graduating from Kobe University before entering the Matsushita Institute of Government and Management, marking the beginning of her political career [3]. - She has a history of political involvement, including her first unsuccessful attempt at the Senate election in 1992, followed by her election to the House of Representatives in 1993 [3][11]. - Takaichi has held various significant positions, including Deputy Minister of Economy, Trade and Industry, and Minister of Internal Affairs and Communications, showcasing her extensive experience in government [3][12]. Group 2: Political Ideology and Influences - Takaichi is viewed as a conservative within the LDP, with her strong nationalistic stance rooted in the U.S.-Japan trade friction of the 1980s [4]. - Her experience working in the office of U.S. Congresswoman Patricia Schroeder shaped her perspective on Japan's self-defense and international standing [5]. - Influenced by former British Prime Minister Margaret Thatcher, Takaichi considers her a political role model and often refers to her autobiography for guidance [13][14]. Group 3: Policy Focus and Personal Experiences - Takaichi emphasizes policies that reflect the perspectives of everyday citizens, drawing from her personal experiences caring for her parents and managing her own health issues [12]. - She advocates for the establishment of comprehensive hospitals addressing women's health issues and the introduction of a national qualification system for domestic support services [12]. Group 4: Political Strategy and Future Aspirations - Despite setbacks in previous leadership elections, Takaichi remains focused on building alliances and refining her policies, preparing for future leadership contests [15][18]. - She aims to create a core team of young and mid-level politicians to support her potential administration, indicating her strategic approach to leadership [18]. - Takaichi's goal transcends merely being the first female Prime Minister; she seeks to achieve recognition through tangible political accomplishments [19].
富士通与英伟达联合开发AI半导体
日经中文网· 2025-10-04 08:51
Core Insights - Fujitsu and NVIDIA are collaborating to develop a semiconductor aimed at artificial intelligence (AI) applications, with a goal to connect their chips on the same substrate by 2030, enhancing computational efficiency and energy savings [1][2] - The partnership aims to tap into new markets such as data centers and robotics, leveraging NVIDIA's expertise in GPU technology and Fujitsu's CPU development [1][2] Group 1: Collaboration Details - The joint semiconductor development will utilize NVIDIA's technology to achieve ultra-fast interconnectivity between multiple chips, allowing them to function as a single chip [1] - Fujitsu's new CPU, named "MONAKA," is being developed based on Arm architecture, with a target of achieving double the power efficiency compared to competitors, and is expected to be operational by 2027 [2] - The collaboration is expected to enhance energy efficiency significantly, with Fujitsu's president stating it marks an important step towards an AI-driven society [2] Group 2: Market Expansion and Strategic Goals - NVIDIA is looking to expand its market presence in Japan by leveraging Fujitsu's extensive experience in system construction and its established customer base across various sectors, including government and finance [5] - The partnership also includes plans for future collaboration on the successor to the "Fugaku" supercomputer, aiming for higher computational capabilities by integrating CPU and GPU technologies [5] - Other Japanese companies, such as Hitachi and NTT, are also engaging in partnerships with international firms to enhance energy efficiency in AI data centers, indicating a broader trend of collaboration in the tech industry [4]
日经Gaming精选:《怪物猎人荒野》大卖的CAPCOM,下一个目标是...... [专访CAPCOM辻本春弘社长(二)]
日经中文网· 2025-10-01 00:36
日经Gaming是2025年7月创刊的"以商业视点出发的游戏媒体"。日经BP利用在经营、技术、消费、营销各领域培养的采访力、信息发布力,从商 业角度出发,发布游戏及其周边产业的最新动向、商业模式。 以下文章来源于日经Gaming ,作者日经Gaming 日经Gaming . 日经 Gaming 是日经 BP 旗下专业游戏媒体。以商务视点出发,经营、消费、营销为切口,传递游戏及关联领域的最新动向。 编者荐语: 即使是收费也想看的内容才是真的好内容 —— 在 2024 年的采访中,您说「 CAPCOM CUP 」先在日本重建,然后再带去海外,现在是时机了吗。 辻本:才过去一年,还属于今后的研究课题 。 CAPCOM 坚持把电竞作为演出项目。提高收益分配给队伍和选手为目标,此次在两国国技馆举办 的成功案例是很好的参考材料。 在「 CAPCOM CUP 11 」的会场,宣布在两国国技馆 2026 年 3 月 11~15 日召开「 CAPCOM CUP 12 」 并且关于视频直播,也有结算系统配套的问题等,在全球如何收费是很大的课题。但是,经过这次的经验,感觉到即使收费,内容也够支 持。如果能顺利进行的话,今后包括播放 ...
稀土涨价升级,中国非管品类跟涨
日经中文网· 2025-10-01 00:36
Core Viewpoint - The partnership between MP Materials and the U.S. Department of Defense highlights a significant shift in the rare earth market, with the government committing to purchase neodymium-praseodymium products at approximately double the market price, ensuring a minimum price for 10 years, which reflects a rare interventionist approach by the government [1][9]. Group 1: Rare Earth Market Dynamics - The prices of rare earth elements are experiencing a surge, influenced by China's export controls and the U.S. strategy to secure its own supply chains, particularly affecting the prices of neodymium and praseodymium, which are essential for electric vehicles and wind turbines [1][3][6]. - As of September 18, dysprosium reached $840 per kilogram, approximately three times its price before China's export controls, while terbium hit a record high of $3,600 per kilogram [3]. - The price of neodymium-praseodymium (NdPr) has also risen significantly, with the Chinese price reaching $90,850 per ton in late August, marking a high not seen since March 2023 [6]. Group 2: U.S. Supply Chain and Policy Changes - MP Materials has ceased exporting rare earth concentrates to China due to high tariffs, leading to anticipated shortages of light rare earths in the U.S. market, which is driving up prices [9]. - The U.S. Geological Survey indicates that the U.S. accounts for 12% of global rare earth production, with MP Materials operating the only rare earth mine in the U.S. [6]. - The U.S. government's commitment to purchase NdPr at $110 per kilogram, nearly double the market price, is seen as an unusual socialist-like intervention in the market [9]. Group 3: Geopolitical Implications - The ongoing tensions between the U.S. and China regarding rare earth resources are expected to continue, with strict export licensing from China and decreasing inventories among demand-side players [10]. - China's recent regulations to strengthen control over domestic rare earth mining and refining are likely to further impact global prices and supply dynamics [9][10].
甲骨文创始人埃里森——靠对抗精神成为世界首富
日经中文网· 2025-10-01 00:36
Core Viewpoint - Larry Ellison, at the age of 81, has become the world's richest person with a net worth of $393 billion as of September 10, surpassing Elon Musk, due to the soaring stock price of Oracle, the company he founded [2][5]. Group 1: Background and Achievements - Larry Ellison was born in New York and adopted shortly after birth. His exposure to computers and move to the West Coast was pivotal in his entrepreneurial journey. He founded Oracle in 1977, focusing on data management software [4]. - Through aggressive acquisitions, Ellison transformed Oracle into a software giant, demonstrating a strong competitive spirit against industry leaders like IBM and Microsoft. He was notably vocal in the antitrust lawsuits against Microsoft in the 1990s [4]. - Ellison has maintained a close relationship with former President Trump and has been involved in the acquisition of TikTok's U.S. operations [5]. Group 2: Current Initiatives and Personal Life - In the competitive landscape of AI infrastructure investment, Ellison stated that he plans to build more data centers than all competitors combined, showcasing his relentless competitive drive [5]. - Ellison's luxurious private life has attracted significant attention, and he is known to have a villa in Kyoto's Nanzen-ji Temple, indicating his affinity for Japan [5].
索尼向“娱乐界的综合商社”加速转型
日经中文网· 2025-10-01 00:36
Core Viewpoint - Sony Group is set to accelerate its investment strategy in the entertainment sector following the spin-off of its financial business, aiming to enhance its position as a comprehensive player in the entertainment industry [1][4]. Group 1: Financial Business Spin-off - Sony Group's financial business will be listed on the Tokyo Stock Exchange Prime market on September 29, allowing the company to focus more on acquiring intellectual property (IP) in the entertainment sector [1][4]. - The spin-off is expected to shift investor attention towards Sony's entertainment business, necessitating detailed explanations of investment returns on large projects [1][4]. Group 2: Investment in Intellectual Property - Over the past seven years, Sony Group has invested 1.9 trillion yen in IP, including stakes in Bandai Namco Holdings and KADOKAWA, to compensate for its perceived weakness in creating IP from scratch [3][7]. - The acquired IP is integrated with Sony's various businesses, such as gaming, film, and animation, maximizing value [3][7]. Group 3: Business Performance and Strategy - Sony Group's business performance for the fiscal year 2024 includes projected revenues and profits across various sectors, with gaming expected to generate 4.67 trillion yen in revenue and 4.148 billion yen in operating profit [10]. - The company has introduced a "Pollinator network" system to enhance talent matching within its divisions, leveraging generative AI to improve collaboration between gaming and film sectors [10]. Group 4: Market Position and Valuation - Analysts have raised Sony Group's investment rating to the highest level, citing a gap between the company's enterprise value and stock price, which may be due to insufficient disclosure of information necessary for evaluating its entertainment business [8]. - Despite strong stock performance, there is a concern that the market capitalization gap between Sony and comparable entertainment companies like Disney could widen by approximately 1 trillion yen [11].
日本人如何评价石破茂执政一年的政绩?
日经中文网· 2025-09-30 06:01
若仅限于自民党支持群体,认可者占70%,不认可者占29%。而在没有特定支持政党的无党派群体中, 认可者占34%,低于不认可者(60%)。从年龄维度来看,年龄越大的受访者,越倾向于认可其政 绩…… 日本经济新闻社和东京电视台9月26日~28日实施了舆论调查,就已宣布辞职的日本首相石 破茂任职1年的政绩展开了评价调查。其中,"认可"与"倾向于认可"的受访者合计占 46%。"不认可"与"倾向于不认可"的受访者合计占51%,对现政权的舆论看法呈现出对峙状 态。 石破茂到访川崎市的宫前区保育育儿综合支援中心(9月26日) 日经中文网 https://cn.nikkei.com 视频号推荐内容: 若仅限于自民党支持群体,认可者占70%,不认可者占29%。而在没有特定支持政党的无党 派群体中,认可者占34%,低于不认可者(60%)。从年龄维度来看,年龄越大的受访者, 越倾向于认可其政绩。 相关报道: 把石破推下台的是谁? 石破茂联大演讲:亚洲以宽容精神接纳了日本 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。 ...
广场协议40年(3)柬埔寨瑞尔复活,小国的道路
日经中文网· 2025-09-30 06:01
柬埔寨的数字货币支付系统 "巴孔(Bakong)"普及,2024年通过巴孔系统完成的交易额比前一年几乎 翻倍,达到了1506亿美元。由于该系统也被广泛用于跨境支付,巴孔交易总额达到了柬埔寨全年GDP的 约3倍…… 在柬埔寨首都金边,从路边摊到咖啡馆,乃至食品超市,所有场所随处可见的是放置在收银台旁的二维 码。"付款用银行APP",购物的人们纷纷举起智能手机,快速完成支付。 负面历史反而成为优势 该系统的核心是能连接多家民营银行的系统,实现信息即时互通的机制。通过建立智能手机用户均可使 用的统一二维码标准,实现了任何人随时随地完成支付。 2024年,通过巴孔系统完成的交易额比前一年几乎翻倍,达到了1506亿美元。由于该系统也被广泛用于 跨境支付,巴孔交易总额达到了柬埔寨全年国内生产总值(GDP)的约3倍。 柬埔寨正推进本国货币瑞尔的数字化进程,力图建立不被美元摆布的机制(摄于金边郊外) 支撑这一先进支付文化的是柬埔寨中央银行——柬埔寨国家银行于2020年推出的数字货币支付系统 "巴 孔(Bakong)"。 尤为值得一提的是,在高达6亿笔巴孔交易中,有一半是以当地货币瑞尔计价的。曾被美元挤压、在民 众中几乎被弃用 ...
美股操纵案激增至4倍,7成涉及中概股
日经中文网· 2025-09-30 06:01
瞄准在美上市的小型中国企业实施股价操纵案增加(REUTERS) 以在美国上市的小型中国企业为对象的股价操纵正急剧增加。犯罪分子利用AI机器人在聊天软件上散 布虚假信息,诱导投资者入局,借此推高股价。2022年以来,美国股市涉嫌股价操纵等的异常交易中 70%涉及中概股…… 以在美国上市的小型中国企业为对象的股价操纵正急剧增加。犯罪分子利用AI机器人(人工智能自动 应答)在聊天软件上散布虚假信息,诱导投资者入局,借此推高股价的案例屡见不鲜。美国的证券交易 所拟发布提高交易量低的中国企业上市门槛的限制方案等,正忙于应对。 纳斯达克发现的违规案中,7成涉及中概股 尤其突出的是在美国上市的中国概念股。美国证券交易所纳斯达克的资料显示,2022年以来,该所向美 国金融业监管局(FINRA)及美国证券交易委员会(SEC)通报的涉嫌股价操纵等异常交易中,70%涉 及中概股。 美国网络安全公司KnowBe4的首席信息安全官(CISO)顾问Roger Grimes提出看法称:"占比高达 70%,很难认为这是偶然事件,很可能涉及有组织犯罪"。 AI机器人伪装成金融专家 例如,被认为在中国从事电子设备显示器制造的奥斯汀科技集团(Os ...