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特朗普金卡正式开售!让移民“氪金”能让美国再次伟大起来么?
首席商业评论· 2025-12-11 07:59
Core Viewpoint - The Trump Gold Card visa program is positioned as a significant immigration reform initiative aimed at attracting and retaining top talent in the U.S., while also generating quick revenue for the government [3][5]. Summary by Sections Program Overview - The Gold Card program replaces the 35-year-old EB-5 investment visa, emphasizing "efficient residency acquisition" without the requirement to create jobs, allowing high-net-worth individuals to obtain residency by simply paying a fee [5][10]. - The program includes two categories: personal and corporate, with the Gold Card priced at $1 million for individuals, granting permanent residency, and the Platinum Card at $5 million, offering tax benefits for overseas income [8][10]. Financial Implications - The program aims to alleviate the U.S. government's fiscal challenges by generating significant revenue, with projections suggesting it could bring in "hundreds of billions" to "trillions" of dollars to address national debt and support economic growth initiatives [12][14]. - The initial pricing of the Gold Card was adjusted from a uniform $5 million to cater to different market segments, thus lowering the entry barrier and expanding the potential applicant pool [10]. Immigration System Restructuring - The initiative reflects a shift from a skills-based to a capital-driven immigration system, targeting high-net-worth individuals while tightening traditional immigration pathways [14][19]. - The Trump administration's approach is designed to attract wealthy immigrants who can contribute to the economy without competing for local jobs, aligning with the administration's broader goals [12][14]. Market Reception and Challenges - The Gold Card program has seen a surge in interest, particularly from Asian markets, with expectations of significant capital inflow in the short term due to the expedited approval process compared to traditional immigration routes [18][19]. - However, long-term sustainability is questioned due to potential legal challenges, market demand limitations, and policy stability concerns, which could hinder the program's effectiveness and appeal [19][21][22].
正是部落的诞生,让我们真正成为人
首席商业评论· 2025-12-11 06:12
当我们提起"部落"这个含义,你的脑海是否会浮现出一群生活在原始森林中的原始人?"部落"一词的含义,远比我们想象得更为复杂,例 如莎士比亚时代,"部落"一词已被用来指代犹太人、日耳曼部族和新大陆的不同社会。到殖民扩张时代,"部落"逐渐被赋予原始主义的贬 义色彩。 文化心理学家,哥伦比亚大学商学院与心理学系教授迈克尔·莫里斯希望重拾"部落"一词的本义,将其还原为一种以共同文化为纽带的社 区。他在新书《部落:文化本能如何塑造我们的世界》一书中剖析了人类独特的群体融合能力,并将其归纳为三层"部落本能":同伴本 能、英雄本能、仿祖本能。这些本能虽然起源于石器时代,但是我们如今仍然能在我们的思想和情感中识别出这些进化而来的本能系统。 10 万年前,我们的祖先在形成这三种部落本能后,开始以真正意义上的"人类方式"生活。仿佛一夜之间,他们便创造出了更先进的工具与 武器,发展出了艺术与仪式。正是这种部落层面的学习(而非单纯的个体脑力提升)让人类得以适应截然不同的气候和地形。这种独特的 适应力,让人类在竞争中脱颖而出,成为地球上的主导物种。 自部落诞生以来,人类首次超越血缘和亲属关系的狭隘界限,以氏族为单位取得更大成就,这就是我 ...
豆包AI手机被抢购一空,但还颠覆不了超级app
首席商业评论· 2025-12-11 06:12
Core Viewpoint - The emergence of Doubao AI native phone represents innovation and forward-thinking in a highly homogenized smartphone market, leading to significant market interest and speculation on pricing [4][6]. Market Response - On its release day, ZTE's stock surged to the daily limit with a trading volume exceeding 13.7 billion yuan, indicating strong market enthusiasm [4]. - The Doubao phone, priced at 3,499 yuan for the 16GB+512GB version, sold out quickly on its official website, showcasing its demand [4]. - Discussions about the Doubao phone on social media platforms exceeded 7,000 posts within three days, with nearly 800,000 interactions, highlighting its popularity [4]. Product Characteristics - The Doubao phone is primarily aimed at industry professionals for experiencing the Doubao assistant, and it is not guaranteed to be a fully mature product, which suggests it functions more as a prototype or experimental device [6]. - The phone's sales volume is currently limited to 30,000 units, with future stock expected only by the end of 2026, indicating a cautious approach to market entry [6]. AI Functionality - Doubao assistant can perform tasks such as price comparison across multiple e-commerce platforms and automate various functions, showcasing its advanced capabilities [13][15]. - The assistant utilizes a combination of large models and computer vision to understand screen content and simulate human interactions, which is a departure from traditional app interfaces [13][15]. Market Challenges - There are concerns regarding the limitations imposed on the AI assistant's capabilities, particularly in financial applications and gaming, due to security measures from various apps [10]. - The assistant's ability to operate across different applications raises questions about user privacy and the potential for creating information silos, as it may favor certain platforms over others [17][19]. Industry Dynamics - The competition among major apps to control user data and interactions is intensifying, with predictions of a technological arms race to hinder AI's ability to read information from their platforms [17][19]. - The need for a new permission system at the operating system level is emphasized, which would define what AI can and cannot do, ensuring user safety and privacy [21]. Future Outlook - The Doubao phone's success hinges on its ability to collaborate with existing major apps while maintaining transparency and trust in its operations [26]. - The potential for AI to enhance user experience without completely replacing human interaction is highlighted as a critical factor for the future of AI phones [20].
马斯克:若重新来过,不会再领导美国“政府效率部”|首席资讯日报
首席商业评论· 2025-12-11 06:12
Group 1 - Musk stated that if he could start over, he would not choose to lead the U.S. "Department of Government Efficiency" (DOGE), as it fell short of the expected $2 trillion in taxpayer savings, and Tesla's stock was negatively impacted by DOGE [2] - JD.com is involved in a strategic real estate investment in Hong Kong, acquiring a 50% stake in a 27-story office building for approximately HKD 3.473 billion through its controlled investment institution [3] - Coupang's CEO resigned due to a data breach incident, with the company's COO stepping in as the interim leader [4] Group 2 - Meituan has hired Pan Xin, former head of ByteDance's visual model AI platform, to enhance its AI capabilities, indicating increased competition in the AI sector [5][6] - The National Bureau of Statistics reported a 2.2% year-on-year decline in industrial producer prices in November 2025, with a 2.7% average decrease for the year-to-date [6] - Wanma Technology is collaborating with several leading robotics companies based on its intelligent robot system, although this segment currently represents a small portion of its overall revenue [7] Group 3 - OpenAI, Anthropic, and Block have established the AI Agents Foundation to support the development of open and interoperable AI systems, backed by major tech companies [8] - Google launched the Google AI Plus service in India, priced at INR 399 per month, with a promotional rate for new users [9] - TSMC reported a revenue of NT$343.614 billion for November, a 6.5% decrease from the previous month but a 24.5% increase year-on-year [10] Group 4 - Moutai's price for its 53-degree 500ml bottle is stabilizing around RMB 1,520, while the price for the 1L bottle remains at RMB 2,900 [11] - Xiaomi is expanding into the AI education sector, actively recruiting for various related positions, indicating a strategic move to enhance its ecosystem [12] - There is a competitive bidding situation for sponsorship of the 2026 Spring Festival Gala, with companies like Zhiyuan and Yushu reportedly vying for the title, although claims of high bids have been denied [13]
蓝战非被绑事件有反转?
首席商业评论· 2025-12-11 06:12
大家好,我是卫明,说实话很多粉丝之前劝我少写一些网红的瓜,我也同意,不过这次蓝战非的事件确实有点炸裂离奇,我想了一下还是根据最新情况梳理一下 事件过程。 蓝战非自称被绑,被逼网贷,甚至被取精 最后还说是我粉丝持刀让我跟他聊天(后来才知道是为了争取拖延国内把钱转干 净) i 蓝战非,一个有两千万级粉丝的旅行/直播网红。他在成名之前是做游戏直播的博主,后续做旅行博主出圈,就在之前刚被禁言过一段时间,原因是他说,如果他 全力商业化,年收入过亿不难,这句涉嫌炫富的评论让他在清朗行动中被禁言了。 图源:网络 本以为这事逐步就过去了,没想到蓝战非最近直接在微博上爆料,自己在南非开普敦一家五星级酒店被人闯入房间劫持数小时,同行者或同伙中有华人和两名黑 人,绑匪据称掌握其行程(疑似买通机场与酒店人员),强行索要转账、逼其申请网贷,甚至采集指纹、毛发和其他生物样本如精液,意在以"造证"威胁受害 者"强奸罪",从而逼迫蓝战非不能及时报警。事后他向国内报警,并有消息说他损失超过千万人民币;下面就是当时的帖子,不过根据最新蓝战非的微博页面,这 个帖子已经被删除。 3 分钟前 来自 iPhone 17 Pro Max ◎ 蓝战非超话 ...
硅谷投资人纳瓦尔:“低自我”是优秀人才的共性
首席商业评论· 2025-12-10 04:58
Core Insights - The article emphasizes the importance of founders personally recruiting every employee to ensure the company retains its core values and high standards [2][3] - It highlights that top talent prefers to work with other top performers, creating a culture of mutual motivation and excellence [4] - The article outlines a systematic approach to identifying and attracting elite talent, focusing on their unique traits and potential [6][7][9] Group 1: Recruitment Philosophy - Founders should personally recruit each employee, as early team members define the company's DNA [2][3] - Outsourcing recruitment leads to a disconnect between the founder and the team, diminishing the founder's influence and control [3] - The critical point of change occurs when founders stop directly managing recruitment, which can hinder the ability to build a high-performing team [3] Group 2: Identifying Talent - Early core members should possess traits such as intelligence, energy, integrity, and low ego, which facilitate smoother team expansion [7] - Top talent cannot be easily categorized; they are versatile and often excel in multiple areas while being recognized as leaders in their specific fields [8] - Companies should aim to discover untapped talent by establishing ambitious missions that attract high-caliber individuals [9][10] Group 3: Team Management - Maintaining a small, homogeneous team is crucial for fostering creativity and high performance, as larger teams can dilute focus and effectiveness [11][12] - Effective communication should prioritize one-on-one interactions over group chats to reduce noise and enhance the quality of discussions [11] - A strong team culture should be built around shared values and a clear vision, avoiding excessive diversity that can lead to mediocrity [13] Group 4: Product Excellence - Engineers are viewed as artists, and their work should reflect a deep commitment to quality and detail [15][16] - Successful products are characterized by simplicity and clarity, minimizing user choices to enhance the overall experience [17] - The philosophy of team building and product development is rooted in the belief that the essence of a company lies in its team and their shared vision [18]
德国企业,正在疯狂涌入中国
首席商业评论· 2025-12-10 04:58
Core Viewpoint - The article discusses the significant influx of German companies into China, highlighting a strategic shift in the industrial landscape as these firms seek to adapt to rising costs and competitive pressures in Germany. This movement is characterized as an "industrial migration" rather than a simple relocation, driven by the need for innovation, cost efficiency, and access to a dynamic market [4][5][6]. Group 1: German Companies in China - Over 560 German companies have established operations in Taicang, Jiangsu, with more than 60 being "hidden champions" in their respective industries [4]. - German investments in China exceed $6 billion, with annual industrial output surpassing 67 billion yuan [5]. - Major German firms like Volkswagen, Bayer, and Mercedes-Benz are making substantial investments in China, including Volkswagen's €2.5 billion investment in Anhui and Mercedes-Benz's €1 billion investment in a research center in Beijing [5][6]. Group 2: Challenges Faced by German Industry - The number of bankruptcies in Germany reached 22,000 in 2024, the highest in a decade, with a 12% year-on-year increase in the first half of 2025 [6][8]. - Rising energy costs, particularly due to policies from the Green Party, have significantly impacted German manufacturing, with electricity prices soaring by 148% [8][9]. - The closure of nuclear and coal power plants has forced German industries to rely on imported electricity, leading to a tripling of energy costs [9][10]. Group 3: Strategic Reasons for Relocation - German companies are not merely relocating but are embedding themselves into China's vibrant industrial ecosystem, driven by the need for innovation and cost advantages [12][13]. - The shift is characterized by a focus on "innovation costs," with German firms struggling to keep pace with rapid technological advancements in electric vehicles [13][14]. - The "system cost" advantage in China allows companies to access a complete supply chain and skilled labor within close proximity, enhancing operational efficiency [13][14]. Group 4: Future Outlook - The global industrial landscape is shifting, with China increasing its share of global manufacturing value added to 31%, surpassing developed countries for the first time [15][17]. - German companies are investing in China not just for immediate gains but as a long-term strategic choice to remain competitive in future markets, particularly in sectors like hydrogen energy and autonomous driving [17][18]. - Approximately half of German companies plan to further invest in China, indicating a strong belief in the country's innovation potential and market opportunities [18].
英伟达H200被许可出口中国,但我们祛魅了
首席商业评论· 2025-12-10 04:58
或许是黄仁勋每天在喊"中国市场已经归零,市场要让给中国企业了",也或许是关税战告一段落,总之,英伟达的芯片限售松开了。 特朗普于2025年12月8日宣布,美国政府将允许Nvidia向中国及其它国家/地区"经批准客户"("approved customers")出口H200AI芯片。 图源:网络 这是美国对过去AI芯片严苛出口管制政策的一次重大转向。 不过,美国和英伟达并未把最先进的芯片放开出售。作为折中方案,这次批准仅限H200(基于其 "Hopper" 架构、性能高于此前对华允许的 H20,但低于 Nvidia 最 新的"Blackwell"及未来"Rubin"顶级芯片),而且仅限于获批客户。 因为H200不是最顶尖的AI芯片,美国方面对"技术外泄"的顾虑会少很多,所以会把H200看作恢复对中国这一全球最大 AI 潜在市场销售能力的关键机会。 当然,还有一个原因,H200出口销售收入的25%将上缴美国政府。美国政府希望在国家安全和经济利益间找到一个平衡,在 继续控制"最先进技术"外泄 的同时, 给美国企业(Nvidia、以及如 AMD、Intel 等)一个 有限、可控但有经济回报 的出口渠道。 根据公开报道 ...
贵州:拟加快推动白酒出口|首席资讯日报
首席商业评论· 2025-12-10 04:58
1.贵州:拟加快推动白酒出口 《贵州省促进白酒销售若干措施(征求意见稿)》公开征求意见。其中提出,实施白酒出口战略。加快推 动白酒出口,制定相关支持政策,培育出口企业梯队,利用好贵州省国际友城和友好地区及侨务资源和市 场,发展出口伙伴,拓展海外销售渠道,支持白酒产品进入海外华人社区、超市、餐馆和中资企业在外职 工食堂。 3.华为2012实验室新成立基础大模型部 《科创板日报》9日讯,《科创板日报》独家获悉,华为2012实验室已经成立基础大模型部,专注于推进基 座模型开发。此前,华为曾发布AI人才招募令,面向全球招募具备卓越学术背景和创新精神的年轻科研人 才,拥有原创性科研成果的候选人将被优先考虑。 点评:集中攻坚根技术,构筑AI时代自主核心底座。 4.京东回应:"随心囤"短暂出现系统故障,平台将承担全部损失 京东方面回应称,"随心囤"短暂出现了系统故障,在快速修复系统故障期间,许多用户主动退回了优惠券, 京东将联系致谢这些用户,并送上心意。因平台责任已出餐的商家,平台也将承担全部损失。 5.杰富瑞:支撑金价走势的主要宏观因素预料将延续至明年,首选巴里克矿业 点评:白酒出海加速,黔酒国际化迎政策东风。 2.银河 ...
今年前11个月办理离境退税的境外旅客数量同比增长285%|首席资讯日报
首席商业评论· 2025-12-09 06:54
4.蚂蚁集团在北京成立管理咨询公司,注册资本1亿 3.国家税务总局:严禁平台企业向各类"小哥"等人员转嫁涉税义务增加其负担 12月8日,在国家税务总局举行的例行新闻发布会上,国家税务总局征管和科技发展司司长练奇峰表示,今 年6月,国务院公布了《互联网平台企业涉税信息报送规定》。目前已有超过7000家境内外平台企业积极履 行了涉税信息报送义务。练奇峰表示,规定实施后,平台内从事配送、运输、家政等便民劳务活动的人 员,无需报送其收入信息。平台不得在代扣代缴税款过程中变相多扣费用,或借此转嫁涉税义务增加其负 担。税务部门后续还将进一步严加督促。 企查查APP显示,近日,极壳科技(上海)有限公司发生工商变更,新增美团旗下成都龙珠股权投资基金合 伙企业(有限合伙)等为股东,同时注册资本增至248.52万元。企查查信息显示,该公司成立于2021年,经 营范围包含:从事智能科技、机器人科技、电子科技、生物科技、计算机信息科技领域内的技术服务等。 公开信息显示,极壳科技是一家消费级外骨骼企业。 2.国家税务总局:今年前11个月办理离境退税的境外旅客数量同比增长285% 据央视新闻,12月8日,国家税务总局在例行新闻发布会上公 ...