从DeepSeek到杭州六小龙：逆全球化里，“人才循环”才是突围密码

Core Insights - The article discusses the profound restructuring of the global innovation landscape amid rising anti-globalization sentiments and technological blockades, particularly highlighting the paradoxical effects of the "fortress economy" policies implemented by the Trump administration [1][5]. - It emphasizes the emergence of a "talent circulation" model, as proposed by Anna Lee Saxenian, where entrepreneurs traverse between Silicon Valley and their home countries, creating new pathways for technological collaboration despite political barriers [1][2]. Group 1: Global Innovation Dynamics - The U.S. policies aimed at maintaining technological hegemony, such as imposing 100% tariffs on Chinese goods and strict export controls on key semiconductor technologies, have inadvertently increased domestic inflation and technology costs while accelerating the diversification of global technology chains [1][5]. - The anticipated revenue loss of $600 million for U.S. chip equipment giant Applied Materials by 2026 due to the loss of the Chinese market exemplifies the self-defeating nature of these technological blockades [1]. Group 2: Talent Circulation and Innovation - The rise of the "Hangzhou Six Dragons," particularly the innovations from DeepSeek, illustrates the contemporary manifestation of the "talent circulation" model, where entrepreneurs leverage Silicon Valley's expertise to create resilient innovation networks amid anti-globalization trends [2][5]. - The article posits that the true scarcity lies not in resources but in the ability to convert those resources into value, which is fundamentally driven by a global talent network [2]. Group 3: Regional Development and Challenges - The book outlines the conditions for regional success, including investments in basic education, support from ethnic networks, and the integration of policy with entrepreneurial culture, explaining why certain regions like Hangzhou can foster successful business clusters [10]. - The tightening of U.S. visa policies and reduced R&D investments are diminishing its attractiveness for talent, while China is enhancing its appeal through policies like the K visa, promoting a "talent circulation" model [10]. Group 4: Future of Silicon Valley and Global Innovation - The article predicts that Silicon Valley will transition from a "dominant technology center" to a "global network node," adapting through the AI revolution while maintaining its core advantages in defining new system architectures and fostering collaborative sparks [13]. - The rise of companies like DeepSeek indicates that markets outside the U.S., such as those in China and India, are becoming innovation hotspots, contributing to the global diversification of technology [13]. Group 5: Conclusion on Innovation and Protectionism - The article concludes that the limitations of technological nationalism highlight that innovation is inherently networked and driven by talent mobility, suggesting that protectionism may accelerate the formation of a multi-centered global economy [15].