方舟投资（ARK Invest）首席执行官凯瑟琳·伍德（Cathie Wood）是埃隆·马斯克（Elon Musk）的坚定支持者。图片来 源：Jose Sarmento Matos—Bloomberg/Getty Images 知名科技投资者凯瑟琳·伍德所在的公司认为，SpaceX最终会为实现埃隆·马斯克的火星殖民目标"倾尽 全力"。不过在此之前，方舟投资坚信，完成卫星互联网网络"星链"建设将推动SpaceX在本十年末达到 2.5万亿美元的估值。 该企业价值（即SpaceX股权与债务之和）意味着，从其12月3500亿美元的融资轮算起，年化回报率达 38%。方舟投资的丹尼尔·马奎尔（Daniel Maguire）、萨姆·科鲁斯（Sam Korus）和布雷特·温顿（Brett Winton）周二发布的报告，标志着该公司对马斯克旗下企业的评论重新回归一贯的看涨立场。伍德曾称 这位世界首富为"我们这个时代的发明家"，不过她最近表示，马斯克与唐纳德·特朗普总统的公开争执 凸显了其企业对美国政府的依赖程度之深。 不过，鉴于马斯克似乎在努力平息事态，伍德及其他投资者期望他能将重心重新转向太空领域。 SpaceX的首要任务是 ...

图片来源：Daniel Pier—Getty Images 68岁的退休老人克里斯蒂安·菲斯特每天早晨都会在社区街道上遛他的大白熊犬沃利。这个位于奥斯 汀东南部的安静社区有绿树成荫的老橡树街道，分布着独栋住宅、双拼别墅和公寓楼，菲斯特已在 此生活了26年。大约三周前，在一次晨间散步时，他看到一辆挂着得州厂商牌照的白色特斯拉 （Tesla）Model Y驶过，后面紧跟着一辆深色特斯拉。 他看着这两辆一前一后的特斯拉在他前方街道左转，消失在大约半英里外的街区拐角处，随后又从他身 边驶过——一次、两次，反反复复。 菲斯特在接受采访时表示："它们整天就围着同一个街区一遍又一遍地转圈。" 37岁的奥斯汀居民罗伯特·耶茨住在比马伦和菲斯特家更靠北边的一栋公寓楼里。他表示，他看到公寓 楼前停着一排白色特斯拉，开着双闪灯，通常大约四辆一组。在某些情况下，特斯拉会开着双闪灯停在 路中间，迫使其他司机只能绕行。据一位居民称，测试有时会持续到晚上10点。《财富》杂志采访的所 有居民均表示，他们没有收到特斯拉在其社区进行测试的任何通知或信息。 奥斯汀居民已习惯了在城里看到 自动驾驶车辆。Waymo的汽车早在2023年，就已经载着安全 ...

Core Viewpoint - The CEO of Palantir, Alex Karp, acknowledges that while the AI revolution presents significant opportunities, it also poses risks that could lead to societal disruption if not addressed properly [1][6]. Group 1: Impact of AI on Employment - Karp emphasizes the importance of being aware of AI's potential negative impact on employment, particularly for entry-level positions that are crucial for young people entering the workforce [3][5]. - There are indications that the demand for entry-level jobs is shrinking due to the rise of AI, which could exacerbate unemployment issues [3][8]. - Other industry leaders, such as Anthropic's CEO, have warned that AI could replace up to 50% of entry-level white-collar jobs and potentially increase the overall unemployment rate by 10% to 20% [8][9]. Group 2: Palantir's Role in AI Development - Palantir is at the forefront of enterprise-level AI applications, primarily in defense and intelligence, and is expanding into commercial markets [4]. - Karp states that Palantir's AI applications could have a positive incremental effect on the U.S. labor market, but achieving this requires significant collective effort from the industry [5][6]. Group 3: Broader Industry Perspectives - Karp criticizes Silicon Valley for focusing on trivial problems instead of collaborating with the government to tackle pressing national issues [7]. - Other prominent figures in the AI field, like OpenAI's CEO, have noted that AI's current capabilities are akin to that of an intern, with expectations for it to help solve complex business problems in the near future [10].

图片来源：视觉中国 星巴克中国正在采取与其他国家市场不同的战术。 去年9月正式上任的星巴克董事长、首席执行官Brian Niccol，主张从根本上改变公司战略。他上任后的 计划是——精简菜单、减少折扣、慢而有序的创新、缩减下一财年的新店数量以释放资金支持转型。 而星巴克未把中国市场放在该调整计划之中。当时Niccol坦言，中国市场竞争非常激烈，星巴克需要想 清楚如何在当下和未来实现增长。 近期的消息表明，星巴克中国正在走一条与全球市场不同的路。 财报或许是指引这家全球最大咖啡连锁品牌做出选择的关键因素——根据星巴克中国4月30日发布的 2025财年第二财季业绩报告，当季公司营业收入为7.397亿美元，同比增长5%。中国同店交易量增长 4%，止住了2024年以来持续的下跌趋势。作为对比，北美市场第二财季同店交易量下降4%。 中国市场的表现对这家公司而言愈发重要。而这片市场由于其独特之处，注定无法与其他市场采取相似 的战术。 6月11日消息，据英国《金融时报》报道，星巴克首席执行官Brian Niccol表示，星巴克可能出售中国业 务的股权，并称此事引起了"极大兴趣"。该公司正在寻找有兴趣将该连锁门店从约8000 ...

近日，在刚刚结束的碧澄能源品牌战略升级发布会上，"杭州保碧新能源科技有限公司"正式更名为"杭 州碧澄能源发展有限公司"。随着公司战略的全面升级，碧澄能源迎来新战略股东淡马锡。 现有其他股 东还包括华美国际、钟鼎资本、芯联资本、蔚来资本、星航资本、普洛斯、欣旺达、和达金服等国际资 本及国内头部产业资本。 碧澄能源是行业领先的新型电力系统投资管理和运营服务商，也是全球领先的工商业分布式清洁能源电 站投资运营商之一。碧澄致力于为企业、园区、城市提供经济、智慧、可靠的绿色能源一站式解决方 案。 碧澄的核心优势 1. 商业模式独特性： 碧澄能源创新性地采用"轻重结合"双轮驱动模式——轻重资产相结合的业务模式，通过阶段化资本配置 策略精准匹配项目周期需求，依托全生命周期资产标准化管理体系，打造多元资产包，实现全球资本运 作和资产运营的高效链接与价值释放。 全球知名投资机构的战略入股，将为碧澄能源的全球化布局、资产规模提升和资本运营等领域注入强劲 动能。碧澄能源的董事长李文轩表示："通过引入具有产业协同效应的战略投资者，碧澄将进一步提升 全球资源整合能力，为国际化布局注入长期发展势能。未来，碧澄将持续优化资本生态结构，通过 ...

Core Viewpoint - Top banks, including JPMorgan and Morgan Stanley, achieved their best performance in five years in Q1 2025 due to arbitrage opportunities leading to a surge of gold inflows into the U.S. [1] Group 1: Performance and Revenue - Twelve major banks earned $500 million from precious metals trading in Q1 2025, the second-highest figure in a decade, approximately double the average quarterly revenue over the past ten years [1] - The unexpected gains were partly due to high physical gold premiums in the U.S., driven by market concerns over potential tariffs on precious metals [2] - Morgan Stanley delivered 67 tons of gold to the New York Mercantile Exchange in Q1, the highest among all banks, valued at approximately $7 billion at current market prices [3] Group 2: Market Dynamics - The significant rise in gold and silver prices on the Comex far exceeded other international benchmarks, allowing traders to profit by purchasing physical gold in other trading centers and transporting it to the U.S. before tariffs took effect [2] - JPMorgan delivered over $4 billion worth of gold for settling February futures contracts, marking one of the largest single-day delivery notifications in the exchange's history [3] - The arbitrage opportunities were reminiscent of 2020 when the pandemic created long-term profit opportunities for banks that managed to transport physical gold to New York [2][5] Group 3: Market Influences - The market volatility triggered by President Trump's tariff plans contributed to the revenue growth of these twelve banks [6] - The trading volume in the London market has continued to rise against the backdrop of gold prices doubling since late 2022 [6]

Group 1 - Duolingo's CEO, Luis von Ahn, announced a vision to transform the company into an "AI-first" organization, suggesting the gradual replacement of contractors with AI and limiting new hires only when automation is not feasible [1] - The initial announcement faced significant backlash from the public, with many expressing concerns about AI replacing human jobs [1] - Following the backlash, von Ahn clarified that he does not believe AI will replace employees but rather enhance work efficiency while maintaining or improving quality [1] Group 2 - A survey by Harris found that approximately 40% of employees familiar with ChatGPT are concerned about being replaced by the technology, while a Pew Research Center study indicated that 32% fear AI will reduce job opportunities [2] - Additionally, 52% of employees are worried about the potential impacts of AI on the workplace [2] - Leaders in AI companies, such as Anthropic's CEO Dario Amodei, predict that AI could replace about half of entry-level jobs within the next five years, emphasizing the irreversible nature of this technological shift [4]

Core Viewpoint - The article highlights the challenges and realities faced by companies attempting to reduce reliance on Chinese manufacturing, emphasizing that despite geopolitical tensions and tariffs, China remains a dominant player in the manufacturing sector, particularly in medical supplies [1][10][12]. Group 1: Historical Context and Strategic Shifts - In the early 2000s, Dealmed sourced only about 15% of its products from China, primarily basic supplies, as Chinese manufacturing quality was not up to par with U.S. and European standards [2][3]. - In 2014, Dealmed transitioned from being a pure distributor to also becoming a manufacturer, outsourcing production to Chinese factories, which allowed the company to increase its profit margins [3][4]. - By 2018, 80% of Dealmed's outsourced products were imported from China, with sales from Chinese products accounting for 45% of total revenue [3][4]. Group 2: Impact of Tariffs and Supply Chain Adjustments - The U.S.-China trade war initiated by Trump led to significant tariffs on Chinese medical exports, with a 10% tariff imposed in September 2019 and increased to 25% in 2020, impacting a substantial portion of Dealmed's imports [3][4]. - In response to tariffs, Dealmed began sourcing surgical materials from the U.S. and shifted glove production to Malaysia, while also exploring suppliers in Mexico, Canada, Vietnam, and India [4][5]. - By the end of 2019, the share of products imported from China had decreased to 15%, down from a peak of 45% two years prior [4][5]. Group 3: Pandemic Effects and Market Dynamics - The COVID-19 pandemic initially benefited Dealmed as it diversified its supply chain, allowing it to capture more orders from clinics while competitors struggled with reliance on Chinese suppliers [5][6]. - However, as Chinese manufacturers resumed production, Dealmed faced challenges with rising prices for medical supplies, with the cost of masks increasing sevenfold during the pandemic [6][7]. - Despite the initial success of diversifying supply chains, the post-pandemic market saw a shift back to price sensitivity, diminishing the perceived value of diversified sourcing [6][7]. Group 4: Current Manufacturing Landscape - By 2024, despite ongoing tariffs, Dealmed found that prices for Chinese products remained competitive, and the company continued to rely heavily on Chinese suppliers for many products [9][10]. - The article notes that the manufacturing capabilities of Chinese companies have significantly improved, with increased investment in automation and product quality, making them hard to replace [7][10]. - Dealmed's revenue from Chinese products has rebounded to over 40%, matching levels seen in 2018, indicating a strong reliance on Chinese manufacturing despite geopolitical tensions [11][12].

6月11日，SNEC PV+ 2025国际光伏储能两会在上海国家会展中心隆重开幕，来自全球95个国家和地区 的3,600余家企业参展，国际展商比例占到30%，是中国、亚洲、乃至全球最具影响力的国际化、专业 化、规模化的光伏盛会。 本届展会，双良以"零碳智慧共生"理念，携零碳园区整体解决方案亮相。一方面，双良依托在光伏、氢 能、储能、电能利用等领域的制造实力，形成系统解决方案能力，打造零碳园区内部共生；另一方面， 通过产业链融合，双良链动外部资源，为客户提供从规划、建设到运营的全生命周期解决方案，打通外 部共生；同时融合数字化技术，让园区管理从"经验驱动"转向"数据驱动"。 正值"十四五"收官、"十五五"谋篇布局之年，清洁能源发展将迎来新跨越，以"双碳"目标为引领的新发 展格局加速构建。零碳园区作为工业碳中和的路径之一，将从试点示范走向规模化推广，成为产业绿色 升级的关键载体。碳排放标准与绿电交易市场的完善，也将让零碳园区成为企业的核心竞争力之一。 双良零碳园区整体解决方案中，在发电端，双良定制"光-氢-储"系统，屋顶光伏发电，直供生产办公； 以绿电制绿氢，既能够做工业原料、绿色燃料，也可以为电动/氢能物流车加 ...

图片来源：Photo by Win McNamee/Getty Images 据报道，埃隆·马斯克的政府效率部团队不顾政府安全专家的反对，在白宫屋顶安装了星链卫星互联网 系统。 据《华盛顿邮报》报道，白宫通信专家对该卫星互联网系统的安装提出了国家安全方面的担忧。 据报道，当时安装工作还引发了政府效率部员工与特勤局之间的对峙。 马斯克政府效率部团队的员工于今年二月在艾森豪威尔行政办公大楼屋顶安装了星链终端，且未事先告 知白宫通信团队。 安全隐患 有三位消息人士告诉《华盛顿邮报》，该设备支持通过星链访问互联网，但缺乏标准的追踪或身份验证 安全措施，这可能导致白宫面临数据泄露或黑客攻击的风险。 与其他政府Wi-Fi系统不同，"星链访客"Wi-Fi仅需密码即可连接，无需通常的用户名或双因素认证。报 道称，星链提供的网络连接可能允许设备绕过安全措施、规避监控并传输无法追踪的数据。 在马斯克离任并与唐纳德·特朗普公开决裂之后，尚不清楚白宫是否仍安装有星链终端，但据报道该卫 星互联网系统也已在其他政府机构使用。 白宫代表未立即回应《财富》杂志的置评请求。 然而，特勤局发言人安东尼·古列尔米对《华盛顿邮报》表示："我们知晓政 ...