新浪财经远程连线尼古拉斯·拉迪：AI的影响是积极的

Group 1 - The article discusses the insights of Nicholas Lardy, a senior researcher at the Peterson Institute for International Economics, regarding the impact of U.S. energy policies under the Trump administration on renewable energy and fossil fuels [3][4] - Lardy notes that despite the Trump administration's push for traditional energy sources, the production of fossil fuels in the U.S. has exceeded demand, and renewable energy sources like solar power are becoming increasingly cost-competitive [3][4] - He emphasizes that the anticipated impact of Trump's energy policies on financial markets, particularly in the green finance sector, is expected to be minimal, as the return rates for renewable energy investments remain strong [3][4] Group 2 - Lardy addresses the phenomenon of "de-globalization," stating that the actual reversal of globalization is not as severe as perceived, with U.S. multinational companies adjusting supply chains rather than completely relocating production back to the U.S. [3][4] - He uses Apple as an example, highlighting that while some production has moved to India, over 90% of iPhones are still manufactured in China, indicating the entrenched nature of supply chains [4] - Lardy expresses optimism about China's technological innovation, particularly in AI and semiconductor sectors, noting that private enterprises are the main drivers of technological advancement in China [4]