Core Viewpoint - The competition in AI is not merely about specific technologies but is driven by a "racehorse mechanism" where various products compete against each other, leading to the United States' leadership in the AI wave [5][6]. Group 1: AI Competition - The large model competition in Silicon Valley has intensified over the past two years, with notable matchups such as GPT-4 versus Gemini Ultra and Claude 3 versus Suno [6]. - The essence of this competition lies beyond the models themselves; it reflects a broader competitive environment that fosters innovation and development [6]. Group 2: Mechanism of Competition - The "racehorse mechanism" has been instrumental in the U.S. achieving its current position in AI, highlighting the importance of competitive dynamics in driving technological advancement [5][6]. - A similar mechanism was previously observed in China's internet industry, which leveraged competition to dominate user engagement, traffic, and ecosystem development over the past decade [6].

Core Viewpoint - The article highlights a significant shift in the Southeast Asian automotive supply chain, where Toyota plans to source components from Chinese manufacturers to enhance cost competitiveness, marking a potential turning point for Japanese automakers in the region [2][9]. Group 1: Market Dynamics - Chinese auto parts manufacturers have a cost advantage of 20-30% compared to Japanese firms, leading to potential exits or downsizing of some Japanese companies [11]. - Toyota's market share in Thailand has seen a decline, with Japanese vehicles dropping to 71% from 90%, while Chinese vehicles, led by BYD, have increased their share to 16% [2]. Group 2: Strategic Moves by Toyota - Toyota has begun officially sourcing parts from Chinese companies in Thailand, including a partnership with Wuhu Yuefei for sound-absorbing materials [5]. - The company is encouraging Japanese parts suppliers to adopt Chinese products to reduce costs, indicating a strategic shift towards more competitive pricing [8]. Group 3: Future Plans - Toyota aims to launch a new vehicle in Southeast Asia by 2028, utilizing a Multi-Pathway Platform that incorporates Chinese components, targeting a 30% reduction in costs [9]. - The company plans to maximize the use of Chinese parts in its electric vehicles, similar to its successful bZ3X model launched in China [8]. Group 4: Industry Context - The automotive parts industry in Thailand consists of approximately 3,100 manufacturers, with Japanese firms accounting for about 1,400, while Chinese firms have increased from 47 to 190 since 2017 [11][13]. - The entry of major Chinese automakers into Southeast Asia, supported by free trade agreements, is intensifying competition and prompting Japanese firms to reconsider their sourcing strategies [13].

特朗普在美国东部时间7月31日（北京时间8月1日）签署的总统令中，设定了对等关税的新 税率。此前只有全部国家或地区一律为10%的基本税率。自8月7日起，对约70个国家或地区 征收10%～41%的对等关税。 对日本关税为15%。由于美国对几乎所有进口汽车征收25%税率的汽车关税，虽然日本与美 国就下调至12.5%达成协议，但并未写入总统令。由于日美协议的税率与对等关税的法律依 据不同，实施时间尚不清楚。 美国总统特朗普已决定提高对世界各国征收的对等关税。特朗普挥舞着高关税的大棒，以力 量强迫各国开放市场和增加对美投资。随着作为最大经济大国的美国背弃自由贸易，世界进 入了被迫与强权支配的新经济秩序对峙的时代。 特朗普在美东7月31日签署的总统令中，设定了对等关税的新税率。高关税扰乱了世界，但给美国带来 了税收增加这一好处。统计显示，仅对等关税的10%部分，截至7月13日的税收就达到221亿美元…… 自1995年世界贸易组织（WTO）成立以来，美国的有效关税税率基本低于3%。一系列关税 上调的措施很可能使有效关税税率达到与第二次世界大战前相同的水平。如果超过20%，则 可以追溯到第一次世界大战前的水平。 特朗普政府 ...

大阪世博会场热销的"小吃"——Famichiki 原创 阅读全文 日经GO ...

开始销售"臻好喝牛乳"的超市（7月29日，北京市内） "臻好喝牛乳"是日本市场占有率第一的商品。在中国投放的商品也和日本一样，在杀菌前去除牛奶中的 氧气，采用抑制加热杀菌时氧化劣化的"天然味道制法"…… 7月29日，明治控股旗下的食品子公司明治开始在中国销售低温牛奶"臻好喝牛乳"。作为去除牛奶特有 腥味的高价商品出售，吸引健康意识强的城市富裕阶层，力争借助日本市场占有率最高的品牌摆脱中国 业务的亏损。 "我们将提供市场上没有的商品和只有明治才能做到的价值"，明治中国投资的市乳市场开发部部长户田 昌宏对"臻好喝牛乳"投放中国市场充满信心。 900毫升的牛奶通常售价约为30元（约620日元）。与日本的实际价格（289～311日元）相比设定为较高 的价格。迄今为止，明治的主力商品以蛋白质易吸收为卖点，通常价格约27元。在中国，牛奶的核心价 格在20～25元左右，"臻好喝牛乳"属于高价位。 今后将开展试饮和广告宣传活动，力争2026年度实现现有主要品牌2倍以上的销售额。 明治在中国的业绩不佳。欧睿国际的数据显示，在2024年中国牛奶市场份额（以零售额为标准）排名靠 前的企业中，蒙牛乳业等当地企业拥有压倒性的份额。 明 ...

Core Viewpoint - The article discusses the potential environmental impact of overproducing electric vehicles (EVs), suggesting that it may lead to increased pollution, particularly in emerging markets like China and India [2][6]. Group 1: Electric Vehicles and Pollution - A report predicts that by 2030, sulfur dioxide emissions in China will increase by 79% and in India by 19% if EV production is ramped up, compared to a scenario where production remains stable [6]. - The International Energy Agency (IEA) states that to achieve net-zero carbon emissions by 2050, the annual sales of EVs need to increase to 70 million by 2030, which is seven times the sales in 2022 [6]. - The production of EV batteries, particularly those using nickel, may lead to higher sulfur dioxide emissions, despite EVs not emitting these pollutants during operation [6][9]. Group 2: Historical Context of Pollution - Historical examples of pollution caused by industrial innovations include the London Smog in 1952 and Minamata disease in Japan, highlighting the long-standing issue of environmental damage linked to technological advancements [7]. - The World Health Organization (WHO) indicates that prolonged exposure to high concentrations of sulfur dioxide can worsen asthma and lead to cardiovascular diseases [7]. Group 3: Broader Technological Impacts - The rise of artificial intelligence (AI) technologies also poses environmental challenges, as data centers require significant electricity, which can lead to nitrogen oxide emissions if powered by fossil fuels [8]. - Research shows that the development of high-performance AI models can generate substantial air pollutants, with one study estimating that the development of Meta's Llama 3.1 model produced 1.5 tons of PM2.5 and 13.5 tons of nitrogen oxides [9].

Rap idus社长小池淳义（中）和员工们（图片由Rapidus提供） Rapidus在2022年8月由曾任Tokyo Electron会长的东哲郎会长和日立制作所出身的小池淳义社长等14人成 立。2023年以后，以每月30人的速度扩大阵容，正式员工达到800人…… 日本Rapidus公司内部的气氛高涨。2022年刚成立时，由于平均年龄较大，曾被揶揄为"大叔集团"，但 能够挑战最先进芯片研发的环境吸引了年轻人，平均年龄已降至50岁以下。在人才培养的循环开始运转 的同时，与世界排名第一的台积电（TSMC）的人才争夺战也迫在眉睫。 在与美国IBM的联合开发中担任Rapidus团队领导的富田一行表示，"刚入职的员工也被派往美国，全体 人员都快速成长"。富田一行拥有在比利时 研究机构imec开发最尖端的2纳米（纳米为10亿分之1）芯片 的经验，在索尼集团工作后于2024年加入了Rapidus。 2024年4月，首批8名应届毕业生进入Rapidus，最短一个月就被派往美国纽约州的IBM研究所。 大部分Rapidus员工都缺乏现代的最尖端产品的开发经验，与IBM的技术人员并肩致力于联合开发。富 田一行说："很多员工并非作 ...

据相关人士透露，嫌疑人为单独作案，曾一度逃离现场，目前已被控制。在苏州市，2024年6月也曾发 生一名中国男子持刀袭击日本人学校的校车，造成一对日本母子受伤的事件…… 日本经济新闻（中文版：日经中文网）获悉，中国江苏省苏州市7月31日发生了一起日本人母子遭袭击 事件。据悉，母亲受伤但没有生命危险。嫌疑人目前已被控制。中日相关人士于8月1日透露了上述消 息。 据称，在苏州市内一处地铁车站内，一名带着孩子的母亲在要进入厕所时，被人用类似石头的物体殴 打，随后在医院接受了治疗。 据相关人士透露，嫌疑人为单独作案，曾一度逃离现场，但目前已被控制。嫌疑人的动机尚不明朗。事 件发生后日本政府向中国政府提出：（1）尽快找到嫌疑人并严正处罚；（2）防止类似事件再次发生； （3）确保日本公民的安全。 日本驻中国大使馆8月1日通过邮件提醒在华日本人外出时注意可疑人员靠近及周边情况，努力确保自身 安全。特别是多人外出，尤其是带小孩时，敦促采取充分的防范措施。 在苏州市，2024年6月也曾发生一名中国男子持刀袭击日本人学校的校车，造成一对日本母子受伤的事 件。在该事件中，试图阻止行凶者的中国女性校车引导员被刺伤，送医后不治身亡。 苏 ...

Core Viewpoint - Rapidus, a Japanese semiconductor startup, has accelerated its production pace, achieving prototype development in just three months after factory launch, which is twice the usual time frame, supported by experienced engineers and suppliers from Japan's semiconductor industry [2][4]. Group 1: Production and Technology - Rapidus successfully completed the trial production of 2-nanometer semiconductors, significantly shortening the typical six-month process to just three months [4]. - The company has implemented a "fully single wafer" production line that allows for high-speed processing of individual wafers, achieving processing speeds 2-3 times faster than TSMC [6]. - The use of digital technology for data analysis, including a dedicated team for deep learning automation, has enhanced the efficiency of the production process [6]. Group 2: Market Position and Competition - Japan's semiconductor sales once surpassed those of the U.S. in the 1980s, but the country has since lost its edge in advanced production technologies, with TSMC holding a dominant 67.6% market share in semiconductor foundry services as of Q1 2025 [7]. - If Rapidus succeeds in mass production, it could create new revenue opportunities for Japanese equipment and materials manufacturers [7]. Group 3: Collaborations and Future Plans - Dainippon Printing has begun developing photomasks for transferring 2-nanometer circuits to wafers, with plans to supply Rapidus by 2027 [9]. - Tokyo Electron has established a base in Chitose City for equipment installation and maintenance, with plans to increase the number of engineers to support production [10]. - The collaboration across various industries is essential for Rapidus to refine its mass production technology and enhance Japan's overall competitiveness in the semiconductor sector [10].

Core Viewpoint - The article discusses the recent strengthening of the US dollar against major currencies, driven by changing perceptions of President Trump's stance on currency valuation and the impact of US-EU tariff negotiations [2][4][8]. Group 1: Dollar Strengthening Factors - The "Dollar Index," which measures the dollar's strength against major currencies, surged from 97.4-97.6 to 98.5-98.9, breaking through the 50-day moving average resistance [4]. - The market reacted to concerns that tariffs would negatively impact the European economy, leading to a sell-off of the euro and increased demand for the dollar [4]. - Trump's recent comments indicate a shift towards favoring a strong dollar, stating, "I am a fan of a strong dollar," which contrasts with previous views that suggested a preference for a weaker dollar to boost exports [6][8]. Group 2: Market Reactions and Predictions - The Japanese yen weakened against the dollar, reaching an exchange rate of 1 USD to 148.70 JPY, as market participants anticipated further dollar strength [4]. - Analysts suggest that if the perception of a strong US economy continues, the yen could depreciate to 150 JPY per USD, indicating a potential shift in currency dynamics [9]. - Technical analysis signals, such as the "Ichimoku Kinko Hyo," indicate bullish trends for the dollar, with key levels being monitored for potential breakout points [11].